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العودة للتحليل الفني

171 Story معتمدة في V1.0c2 إضافة نظام خارج الملف1 · 3 · 5 Epics مذكورة في سجل تحديث V1.0c

الإدارةEpic / Module

EPIC DOCUMENT · كل القصص في صفحة واحدة

Currency

0 من المصدر المعتمد

User StoryDescriptionAcceptance CriteriaField ValidationJourneyScenarios

SAME DOCUMENT LAYOUT

As an Admin, I want to create a currency, so that it can be used in financial transactions and reporting.

Currency

Currency-Create-003Canonical SRS Graph

As an Admin, I want to create a currency, so that it can be used in financial transactions and reporting.

User Story

As an Admin, I want to create a currency, so that it can be used in financial transactions and reporting.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to create a currency, so that it can be used in financial transactions and reporting.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to create a currency, so that it can be used in financial transactions and reporting.

Acceptance Criteria

Currency code, name English, name Arabic, decimal places, and status are required.
Currency code must be unique.
New currency can be Active by default until you choose another one.
Create / Edit currency — field dictionary

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Admin سيناريو Create Currency ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Currency code, name English, name Arabic, decimal places, and status are required.
ERP_SRS acceptance test: Currency code must be unique.
ERP_SRS acceptance test: New currency can be Active by default until you choose another one.
ERP_SRS acceptance test: Create / Edit currency — field dictionary

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to delete unused currencies, so that the currency list remains clean.

Currency

Currency-Delete-005Canonical SRS Graph

As an Admin, I want to delete unused currencies, so that the currency list remains clean.

User Story

As an Admin, I want to delete unused currencies, so that the currency list remains clean.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to delete unused currencies, so that the currency list remains clean.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to delete unused currencies, so that the currency list remains clean.

Acceptance Criteria

Delete is allowed only if the currency has no linked safe, reservation, custody, expense, invoice, credit card safe, journal entry, or transaction.
If delete is blocked, the system displays a clear message and suggests deactivation.

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Admin سيناريو Delete Currency with Blocking Rules ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Delete is allowed only if the currency has no linked safe, reservation, custody, expense, invoice, credit card safe, journal entry, or transaction.
ERP_SRS acceptance test: If delete is blocked, the system displays a clear message and suggests deactivation.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a Finance Manager, I want to list currencies with filters, so that I can monitor active currencies and exchange rate availability.

Currency

Currency-List-001Canonical SRS Graph

As a Finance Manager, I want to list currencies with filters, so that I can monitor active currencies and exchange rate availability.

User Story

As a Finance Manager, I want to list currencies with filters, so that I can monitor active currencies and exchange rate availability.

طبقًا للمصدر الأساسي ERP_SRS: As a Finance Manager, I want to list currencies with filters, so that I can monitor active currencies and exchange rate availability.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a Finance Manager, I want to list currencies with filters, so that I can monitor active currencies and exchange rate availability.

Acceptance Criteria

Filter by currency name, code, status and date range (from / to).
Show columns including code, name English, name Arabic, decimal places, latest status.
Only active currencies appear in new financial operation dropdowns.
Inactive currencies remain visible in old transactions and reports.
Users can open currency details, edit, delete or usage according to permissions.
The currency list must display dynamic summary cards such as total active currencies, inactive currencies, and records using selected currencies when applicable.
Summary card values must update based on the current filters.

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Finance Manager سيناريو View and Monitor Currencies ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Filter by currency name, code, status and date range (from / to).
ERP_SRS acceptance test: Show columns including code, name English, name Arabic, decimal places, latest status.
ERP_SRS acceptance test: Only active currencies appear in new financial operation dropdowns.
ERP_SRS acceptance test: Inactive currencies remain visible in old transactions and reports.
ERP_SRS acceptance test: Users can open currency details, edit, delete or usage according to permissions.
ERP_SRS acceptance test: The currency list must display dynamic summary cards such as total active currencies, inactive currencies, and records using selected currencies when applicable.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want currency statuses to control usage, so that inactive currencies cannot be used in new operations.

Currency

Currency-Status-007Canonical SRS Graph

As an Admin, I want currency statuses to control usage, so that inactive currencies cannot be used in new operations.

User Story

As an Admin, I want currency statuses to control usage, so that inactive currencies cannot be used in new operations.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want currency statuses to control usage, so that inactive currencies cannot be used in new operations.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want currency statuses to control usage, so that inactive currencies cannot be used in new operations.

Acceptance Criteria

Allowed statuses are Active and Inactive by default is active.
Only Active currencies appear in new forms and import templates.
Inactive currencies remain visible in historical records and reports.
The system should block deactivation if unresolved active financial records require the currency unless policy allows with warning.

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Admin سيناريو Control Currency Status and Usage Rules ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Allowed statuses are Active and Inactive by default is active.
ERP_SRS acceptance test: Only Active currencies appear in new forms and import templates.
ERP_SRS acceptance test: Inactive currencies remain visible in historical records and reports.
ERP_SRS acceptance test: The system should block deactivation if unresolved active financial records require the currency unless policy allows with warning.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a Finance User, I want to view transactions and records using a currency, so that I can audit currency usage.

Currency

Currency-Transactions-006Canonical SRS Graph

As a Finance User, I want to view transactions and records using a currency, so that I can audit currency usage.

User Story

As a Finance User, I want to view transactions and records using a currency, so that I can audit currency usage.

طبقًا للمصدر الأساسي ERP_SRS: As a Finance User, I want to view transactions and records using a currency, so that I can audit currency usage.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a Finance User, I want to view transactions and records using a currency, so that I can audit currency usage.

Acceptance Criteria

The usage page is accessible from currency details.
Filter by module/source type, date range (from / to), Filter by dates (Creation / Payment) Dates and status.
Display totals by source type where applicable.
Display source number, source type, amount, exchange rate, base amount, date, status, and link to source document.
Historical records keep the exchange rate captured at transaction time.
The usage page must display dynamic summary cards for totals by currency and base currency according to selected filters.
Usage columns

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Finance User سيناريو View Currency Usage and Related Transactions ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: The usage page is accessible from currency details.
ERP_SRS acceptance test: Filter by module/source type, date range (from / to), Filter by dates (Creation / Payment) Dates and status.
ERP_SRS acceptance test: Display totals by source type where applicable.
ERP_SRS acceptance test: Display source number, source type, amount, exchange rate, base amount, date, status, and link to source document.
ERP_SRS acceptance test: Historical records keep the exchange rate captured at transaction time.
ERP_SRS acceptance test: The usage page must display dynamic summary cards for totals by currency and base currency according to selected filters.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to edit currency data, so that corrections are reflected without damaging financial history.

Currency

Currency-Update-004Canonical SRS Graph

As an Admin, I want to edit currency data, so that corrections are reflected without damaging financial history.

User Story

As an Admin, I want to edit currency data, so that corrections are reflected without damaging financial history.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to edit currency data, so that corrections are reflected without damaging financial history.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to edit currency data, so that corrections are reflected without damaging financial history.

Acceptance Criteria

Name, notes, and status can be edited according to permission.
Currency code cannot be changed if the currency has been used in any financial transaction or master record.
Decimal places cannot be reduced if the currency has historical amounts requiring higher precision.
Inactive currency cannot be selected in new safes, reservations, custodies, expenses, invoices, or imports.

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Admin سيناريو Edit Currency with Financial Constraints ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Name, notes, and status can be edited according to permission.
ERP_SRS acceptance test: Currency code cannot be changed if the currency has been used in any financial transaction or master record.
ERP_SRS acceptance test: Decimal places cannot be reduced if the currency has historical amounts requiring higher precision.
ERP_SRS acceptance test: Inactive currency cannot be selected in new safes, reservations, custodies, expenses, invoices, or imports.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a Finance User, I want to view currency details, so that I can understand its usage and exchange rate history.

Currency

Currency-View-002Canonical SRS Graph

As a Finance User, I want to view currency details, so that I can understand its usage and exchange rate history.

User Story

As a Finance User, I want to view currency details, so that I can understand its usage and exchange rate history.

طبقًا للمصدر الأساسي ERP_SRS: As a Finance User, I want to view currency details, so that I can understand its usage and exchange rate history.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a Finance User, I want to view currency details, so that I can understand its usage and exchange rate history.

Acceptance Criteria

The currency details page displays code, name, decimal places, status and notes.
Display linked safes, custodies, reservations, company expenses, purchase invoices, and credit card safes where applicable.
Details are read-only

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Finance User سيناريو View Currency Details and Exchange Rates (new) ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: The currency details page displays code, name, decimal places, status and notes.
ERP_SRS acceptance test: Display linked safes, custodies, reservations, company expenses, purchase invoices, and credit card safes where applicable.
ERP_SRS acceptance test: Details are read-only

Alternative Path

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Edge Cases

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QPENTASCOPE

جاري تجهيز مساحة العمل

بنحمّل الواجهة والبيانات المطلوبة فقط.

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Amount

Decimal(18,4)

Yes

Greater than zero, within approval limit and currency precision

Currency

Reference

Yes

Active currency enabled for the company

Exchange Rate

Decimal(18,8)

Yes

Positive, effective on transaction date; overrides require permission and reason

Transaction Date

Date

Yes

Must belong to an open fiscal period and not exceed close date

Reason

Text 3..1000

Yes

Trimmed length 3–1000 with unsafe markup rejected

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Amount

Decimal(18,4)

Yes

Greater than zero, within approval limit and currency precision

Currency

Reference

Yes

Active currency enabled for the company

Exchange Rate

Decimal(18,8)

Yes

Positive, effective on transaction date; overrides require permission and reason

Transaction Date

Date

Yes

Must belong to an open fiscal period and not exceed close date

Reason

Text 3..1000

Yes

Trimmed length 3–1000 with unsafe markup rejected

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Amount

Decimal(18,4)

Yes

Greater than zero, within approval limit and currency precision

Currency

Reference

Yes

Active currency enabled for the company

Exchange Rate

Decimal(18,8)

Yes

Positive, effective on transaction date; overrides require permission and reason

Transaction Date

Date

Yes

Must belong to an open fiscal period and not exceed close date

Reason

Text 3..1000

Yes

Trimmed length 3–1000 with unsafe markup rejected

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Amount

Decimal(18,4)

Yes

Greater than zero, within approval limit and currency precision

Currency

Reference

Yes

Active currency enabled for the company

Exchange Rate

Decimal(18,8)

Yes

Positive, effective on transaction date; overrides require permission and reason

Transaction Date

Date

Yes

Must belong to an open fiscal period and not exceed close date

Reason

Text 3..1000

Yes

Trimmed length 3–1000 with unsafe markup rejected

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Amount

Decimal(18,4)

Yes

Greater than zero, within approval limit and currency precision

Currency

Reference

Yes

Active currency enabled for the company

Exchange Rate

Decimal(18,8)

Yes

Positive, effective on transaction date; overrides require permission and reason

Transaction Date

Date

Yes

Must belong to an open fiscal period and not exceed close date

Reason

Text 3..1000

Yes

Trimmed length 3–1000 with unsafe markup rejected

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Amount

Decimal(18,4)

Yes

Greater than zero, within approval limit and currency precision

Currency

Reference

Yes

Active currency enabled for the company

Exchange Rate

Decimal(18,8)

Yes

Positive, effective on transaction date; overrides require permission and reason

Transaction Date

Date

Yes

Must belong to an open fiscal period and not exceed close date

Reason

Text 3..1000

Yes

Trimmed length 3–1000 with unsafe markup rejected

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Amount

Decimal(18,4)

Yes

Greater than zero, within approval limit and currency precision

Currency

Reference

Yes

Active currency enabled for the company

Exchange Rate

Decimal(18,8)

Yes

Positive, effective on transaction date; overrides require permission and reason

Transaction Date

Date

Yes

Must belong to an open fiscal period and not exceed close date

Reason

Text 3..1000

Yes

Trimmed length 3–1000 with unsafe markup rejected