Check an address against the saved policy

Purpose

Staff inspect the saved policy’s answer for an address before relying on that policy in their work.

How It Works

Staff choose Test an Address from the saved Assignment Rules view. The dialog sends an address to the shared geographic matcher. It reports the target region, deciding rule and explanation without changing configuration or records. An inactive target receives an inactive indication. Returning to the view highlights the winning rule. A refusal appears as an alert and replaces an earlier result. The preview evaluates saved coverage even when automatic placement is disabled. It does not evaluate an unsaved editor draft. Staff save and return to the view before testing an edited policy.

Relationships

Determine an address’s geographic region supplies the common geographic decision.
Build the geographic assignment policy maintains the geographic policy that other regional workflows evaluate.

Show evidence (sources, provenance, origins, pinned commits)

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Outcomes: Staff can inspect the saved policy’s region, winning rule and explanation.
Surfaces: consoleapi
Intent sources: services-crm:docs/migrations/crm-regions/README.md#2026-10-11 second pass (Andrew, 2026-10-11: rules are managed one at a time; an organization has a preferred address)services-crm:docs/migrations/crm-regions/README.md#2026-10-15 — Final acceptance (console follow-ups) (Andrew approved 2026-10-15: two tabs, Test an Address dialog, drawers, a read-only Assignment Rules tab with its own editor screen and the banner)

Controls

16 controls apply, from the corpus control catalogue.

TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-AZ-006 TC-DAT-001 TC-DAT-002 TC-DAT-003 TC-LOG-004 TC-LOG-005 TC-PI-001 TC-PRV-001 TC-PRV-002 TC-TEN-001 TC-TEN-002 TC-TEN-003

Permissions

Key	Checked at	Scope
`crm.regions.read`	api	tenant

Business Rules

9 rules, 6 to be proved before approval. A rule's product intent is derived from its origin: 0 confirmed by a product decision, the rest inheriting this capability's proposed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Proposed	Address preview returns the region, winning rule and explanation supplied by the saved policy. origin: services-crm:docs/migrations/crm-regions/README.md#2026-10-11 second pass (Andrew, 2026-10-11: rules are managed one at a time; an organization has a preferred address) no proof recorded yet	calculation	service	test services-crm:modules/regions/tests/e2e/regions.e2e.spec.js#the preview › answers the region the address would be given and the rule that decides it
`02`must prove Proposed	Preview commits no writes. origin: services-crm:docs/migrations/crm-regions/README.md#2026-10-11 second pass (Andrew, 2026-10-11: rules are managed one at a time; an organization has a preferred address) no proof recorded yet	invariant	service	test services-crm:modules/regions/tests/e2e/regions.e2e.spec.js#the preview › writes nothing: the tenant still has the rules it had
`03` Proposed	Preview, automatic assignment and recalculation use the same geographic matcher.	invariant	service	observed services-crm:modules/regions/services/region-assignment/region-assignment.ts:previewRegionAssignment
`04`must prove Proposed	Preview requires regional read authority and rejects callers without regional permissions. no proof recorded yet	permission	api	test services-crm:modules/regions/tests/e2e/regions.e2e.spec.js#the preview › answers 403 to a context carrying no regions permission at all
`05`must prove Proposed	Preview rejects a request without an address and ignores supplied fields that its geographic criteria do not compare. no proof recorded yet	validation	api	test services-crm:modules/regions/tests/e2e/regions.e2e.spec.js#the preview › answers 400 for a body with no address
`06`must prove Proposed	An unmatched address returns neither region nor winning rule, together with an explanation. no proof recorded yet	calculation	service	test services-crm:modules/regions/tests/e2e/regions.e2e.spec.js#the preview › answers no region and no rule for an address no rule covers
`07`must prove Proposed	Preview evaluates the saved rules independently of the assignment switch and the selected record kinds. no proof recorded yet	calculation	service	inferred services-crm:modules/regions/services/region-assignment/region-assignment.ts:previewRegionAssignment; services-crm:modules/regions/services/region-assignment/region-matching.ts:matchRegionRule
`08` Proposed	With rules available, the console offers a preview dialog that identifies the region and winning position, labels inactive targets and highlights the winning rule on return. origin: services-crm:docs/migrations/crm-regions/README.md#2026-10-15 — Final acceptance (console follow-ups) (Andrew approved 2026-10-15: two tabs, Test an Address dialog, drawers, a read-only Assignment Rules tab with its own editor screen and the banner)	policy	console	test react-console:components/regions/__tests__/test-address-dialog.test.tsx#a match › names the region, and the rule that won it in its place in the order
`09` Proposed	A rejected preview displays the service explanation as an alert and removes any earlier result.	policy	console	test react-console:components/regions/__tests__/test-address-dialog.test.tsx#a refusal › shows what the service said, as an alert

Scenarios

Id	Given	When	Then	Provenance
`01`	Saved rules include Boston postal coverage and a fallback.	Staff preview a Boston address.	The result identifies Northeast and its first postal rule, which the view highlights.	test react-console:acceptance/crm/playwright/journeys/configuration/CRM-ACC-0357.spec.ts#CRM-ACC-0357

Edge Cases

Id	Given	When	Then	Provenance
`02`	The saved winning rule targets an inactive region.	Staff inspect its preview result.	The dialog identifies the target as inactive.	test react-console:components/regions/__tests__/test-address-dialog.test.tsx#a match › says so when the region a record would land in is inactive

Planning

Check an address against the saved policy ​

Purpose ​

How It Works ​

Relationships ​