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FAS-CRM-ENT-01Contact Records acceptance

Markdown

FAS-CRM-ENT-01

Contact Records acceptance

Markdown
  • DocumentProposed
  • Product intentProposed

Planning

Feature
FEAT-CRM-ENT-01
Capabilities
CAP-CRM-ENT-001, CAP-CRM-ENT-003, CAP-CRM-ENT-008
Executed by
TST-CRM-ENT-774

Product areaCRMModuleEntitiesRevision1

Read atservices-crm a8d1364freact-console baf6dae3

Contact Records: Feature Acceptance Suite ​

What the Feature Must Do as a Whole ​

The suite follows a coordinator from preparing a member classification to opening and reading the saved person. It compares the console and API views, then checks how custom values, record discovery and lifecycle changes affect the same record. Permission and regression cases keep those outcomes within the caller’s authority.

Interactions Between Capabilities ​

The required-value case connects creation, custom-field validation and discovery: the suite inspects both the refused request and the later corrected record. The other cases use saved records across capability boundaries rather than treating each operation as an independent success.

Regression Record ​

RevisionChangeScenarioWhy
1initialallEstablish the feature acceptance suite from the planning and design contracts.
2continuation examinationallRewrite the suite explanation, verify its evidence and restore source-backed bindings where available.

Scenarios

5 scenarios proving FEAT-CRM-ENT-01 as a whole.

01 Establish and inspect a complete member behaviour test
Exercises
CAP-CRM-ENT-001 CAP-CRM-ENT-003 CAP-CRM-ENT-008
Relies on
ATS-CRM-ENT-001-15 ATS-CRM-ENT-008-04 ATS-CRM-ENT-003-10
Preconditions
A coordinator has an active member classification and readable member-date and dues definitions.
Steps
Create a member with name components, contact points, a member date and dues; open the saved record and read it through the API.
Expected
The opened record and API agree on the person, saved contact points and custom values; creation produces one identity and a server-assigned number.
Data
Run-owned people, organizations, classifications and definitions in an isolated workspace; controlled calendar or failure fixtures where the case requires them.
Bound to
TST-CRM-ENT-201
Source
react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0001.spec.ts#CRM-ACC-0001
02 An invalid required value leaves no searchable member interactionnegative proposed
Exercises
CAP-CRM-ENT-001 CAP-CRM-ENT-003 CAP-CRM-ENT-008
Relies on
ATS-CRM-ENT-001-09 ATS-CRM-ENT-008-04 ATS-CRM-ENT-003-02
Preconditions
A contact definition requires a member-date value and a distinctive name is unused.
Steps
Attempt creation without the required value; search for the name; correct the request and search again.
Expected
The refused attempt leaves no matching person; the corrected attempt yields one readable person with the supplied custom value.
Data
Run-owned people, organizations, classifications and definitions in an isolated workspace; controlled calendar or failure fixtures where the case requires them.
Source
rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
03 Retain custom information while a person leaves ordinary discovery lifecycle proposed
Exercises
CAP-CRM-ENT-001 CAP-CRM-ENT-003 CAP-CRM-ENT-008 CAP-CRM-ENT-013
Relies on
ATS-CRM-ENT-001-15 ATS-CRM-ENT-008-01 ATS-CRM-ENT-013-06
Preconditions
A complete member has populated custom values and archive authority is available.
Steps
Archive the member, inspect it explicitly, restore it and reopen ordinary discovery.
Expected
The same identity and custom values survive; discovery follows the lifecycle changes.
Data
Run-owned people, organizations, classifications and definitions in an isolated workspace; controlled calendar or failure fixtures where the case requires them.
Source
rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md
04 A contacts-only reader opens a complete member permissionnegative proposed
Exercises
CAP-CRM-ENT-003 CAP-CRM-ENT-008 CAP-CRM-ENT-009
Relies on
ATS-CRM-ENT-003-10 ATS-CRM-ENT-008-01 ATS-CRM-ENT-009-15
Preconditions
A member has readable custom information and a current organization affiliation; the reader has no organization write authority.
Steps
Open the person and its custom-value map, inspect the named affiliation, and attempt a forbidden correction.
Expected
Permitted person information remains readable, affiliation context is visible and the refused correction changes nothing.
Data
Run-owned people, organizations, classifications and definitions in an isolated workspace; controlled calendar or failure fixtures where the case requires them.
Source
rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
05 Archived or foreign definitions do not create a partial member regressionnegative proposed
Exercises
CAP-CRM-ENT-001 CAP-CRM-ENT-003 CAP-CRM-ENT-008
Relies on
ATS-CRM-ENT-008-02 ATS-CRM-ENT-001-01 ATS-CRM-ENT-003-06
Preconditions
A creation request refers to an archived or another workspace’s custom definition.
Steps
Try each invalid definition with otherwise valid person information; search and read back any returned identity.
Expected
No partial person is stored or discoverable; the refusal identifies the custom definition.
Data
Run-owned people, organizations, classifications and definitions in an isolated workspace; controlled calendar or failure fixtures where the case requires them.
Source
rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md

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