Rhythm 2.0 Specifications

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FAS-CRM-ENT-03Contact Details and Communication Preferences acceptance

Markdown

FAS-CRM-ENT-03

Contact Details and Communication Preferences acceptance

Markdown
  • DocumentProposed
  • Product intentProposed

Planning

Feature
FEAT-CRM-ENT-03
Capabilities
CAP-CRM-ENT-005, CAP-CRM-ENT-006, CAP-CRM-ENT-007

Product areaCRMModuleEntitiesRevision1

Read atservices-crm a8d1364freact-console baf6dae3

Contact Details and Communication Preferences: Feature Acceptance Suite ​

What the Feature Must Do as a Whole ​

The suite examines contact points and communication choices together on an affiliated person. It follows the record through direct edits, source changes and disconnection, then checks the information that readers receive. Permission and regression cases cover the same record rather than a separate settings fixture.

Interactions Between Capabilities ​

The source-change case checks the dependent person after the organization’s information changes. The suite distinguishes the source-backed values from the person’s owned values and communication choices through the detailed scenarios it cites.

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-03 as a whole.

01 Inspect a person’s reachability and choices together behaviour proposed
Exercises
CAP-CRM-ENT-005 CAP-CRM-ENT-006 CAP-CRM-ENT-007
Relies on
ATS-CRM-ENT-005-01 ATS-CRM-ENT-006-04 ATS-CRM-ENT-007-04
Preconditions
A person has owned contact points, one current organization link and recorded communication restrictions.
Steps
Open the person, inspect contact-point origins and read the communication choices.
Expected
Staff can distinguish personal and shared values while seeing the stored communication choices on the same person.
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-005-keep-the-e-mails-phone-numbers-and-addresses-of-contacts-and.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-006-share-an-organization-s-addresses-and-phone-numbers-with-its.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-007-record-how-a-person-wants-to-be-contacted.md
02 A source change preserves personal choices and copied values interaction proposed
Exercises
CAP-CRM-ENT-005 CAP-CRM-ENT-006 CAP-CRM-ENT-007
Relies on
ATS-CRM-ENT-006-04 ATS-CRM-ENT-006-08 ATS-CRM-ENT-007-04
Preconditions
A person has one linked address, one copied phone and explicit mail choices.
Steps
Correct the organization’s linked source and copied source; read the person and its version.
Expected
The link resolves the new source, the independent copy retains its snapshot and the person’s choices remain stored.
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-005-keep-the-e-mails-phone-numbers-and-addresses-of-contacts-and.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-006-share-an-organization-s-addresses-and-phone-numbers-with-its.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-007-record-how-a-person-wants-to-be-contacted.md
03 Review a disconnected address and keep it as personal information lifecycle proposed
Exercises
CAP-CRM-ENT-005 CAP-CRM-ENT-006 CAP-CRM-ENT-007
Relies on
ATS-CRM-ENT-006-05 ATS-CRM-ENT-006-07 ATS-CRM-ENT-007-04
Preconditions
A person has a shared address and a stored mail restriction.
Steps
Remove the organization’s source; inspect the retained information; keep its value and reread the person.
Expected
The disconnected value remains reviewable before repair; keeping it produces an owned detail without changing the stored restriction.
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-005-keep-the-e-mails-phone-numbers-and-addresses-of-contacts-and.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-006-share-an-organization-s-addresses-and-phone-numbers-with-its.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-007-record-how-a-person-wants-to-be-contacted.md
04 A reader sees contact origins without repair authority permissionnegative proposed
Exercises
CAP-CRM-ENT-005 CAP-CRM-ENT-006 CAP-CRM-ENT-007
Relies on
ATS-CRM-ENT-006-05 ATS-CRM-ENT-007-04
Preconditions
A person has a disconnected phone and a caller can read but cannot update contacts.
Steps
Open the person, inspect the origin and restriction notices and attempt a repair.
Expected
The notices are readable while the repair is unavailable or refused; the disconnected detail remains unchanged.
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-005-keep-the-e-mails-phone-numbers-and-addresses-of-contacts-and.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-006-share-an-organization-s-addresses-and-phone-numbers-with-its.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-007-record-how-a-person-wants-to-be-contacted.md
05 Failed link removal retains all reachability information regressionnegative proposed
Exercises
CAP-CRM-ENT-005 CAP-CRM-ENT-006 CAP-CRM-ENT-007 CAP-CRM-ENT-009
Relies on
ATS-CRM-ENT-006-09 ATS-CRM-ENT-007-01 ATS-CRM-ENT-005-03
Preconditions
A person has a linked phone, an affiliation and a communication preference.
Steps
Submit a save removing the affiliation but keeping its unresolved dependency, alongside a communication change; then reread.
Expected
The complete refusal preserves the link, affiliation and original preference.
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-005-keep-the-e-mails-phone-numbers-and-addresses-of-contacts-and.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-006-share-an-organization-s-addresses-and-phone-numbers-with-its.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-007-record-how-a-person-wants-to-be-contacted.md; rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md

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