Skip to content

JNY-CRM-REG-003A coordinator maintains and releases a regional exception

Markdown

JNY-CRM-REG-003

A coordinator maintains and releases a regional exception

Markdown
  • DocumentDraft
  • Product intentProposed
  • ImplementationObserved

KindJourneyProduct areaCRMModuleRegionsRevision2End-to-endRequired

Read atservices-crm a8d1364freact-console baf6dae3

The Formal Contract

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

Goal
Keep a member in the serving chapter until staff restore automatic placement.
Screens
/console/{tenantId}/crm/contacts/new/console/{tenantId}/crm/contacts/{id}/edit/console/{tenantId}/crm/contacts/{id}

Steps

#SurfaceActionCapabilityExpectedProvenance
1/console/{tenantId}/crm/contacts/newCreate a Phoenix member with a home address.CAP-CRM-REG-008Assignment supplies Arizona after the save is processed.test
2/console/{tenantId}/crm/contacts/{id}/editSelect Nevada and enable the assignment override in Additional Details, then save.CAP-CRM-REG-009The stored regional exception is Nevada.test
3/console/{tenantId}/crm/contacts/{id}/editChange the held member’s address to Las Vegas and save.CAP-CRM-REG-009The override preserves Nevada without an automatic placement change.test
4/console/{tenantId}/crm/contacts/{id}/editRelease the override, restore the Arizona state and save.CAP-CRM-REG-009Subsequent reconciliation supplies Arizona.test
5deleteRegionRequest deletion of the Arizona region as an administrator.CAP-CRM-REG-002The member reference prevents removal.test

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate2Staff select the exception region without enabling its override.The choice remains eligible for automatic reassignment.The next deciding-address change can replace it.test
services-crm:modules/regions/tests/integration/services/region-assignment/region-assignment.integration.spec.js#manual regions and the override › replaces a manual region when the deciding address changes
failure2The chosen region does not exist in the workspace.The record save is rejected.The member retains the preceding saved placement.test

Assertions

IdStatementProvenance
01The override preserves a chosen region through deciding-address edits.test
services-crm:modules/regions/tests/integration/services/region-assignment/region-assignment.integration.spec.js#manual regions and the override › never changes the region of a contact that overrides automatic assignment
02Releasing an override reconciles the current address.test
services-crm:modules/regions/tests/integration/services/region-assignment/region-assignment.integration.spec.js#manual regions and the override › a contact moved while overridden, then switched back to automatic › assigns the region of the address it moved to once the override is off

End-to-end policy: required: The milestone plan selects this member exception workflow for browser coverage, and its choices occur in the contact editor.

The Markdown files under specs/ in rhythmsoftware/rhythm-v2-docs are the canonical source of truth. This reader is a generated, read-only projection of them.