ERP HRM · WORD DOCUMENT VIEW · V1.0c

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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

Online Accounts

0 من المصدر المعتمد

User StoryDescriptionAcceptance CriteriaField ValidationJourneyScenarios

SAME DOCUMENT LAYOUT

As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.

Online Accounts

OnlineAccount-Actions-009Canonical SRS Graph

As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.

User Story

As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.

Acceptance Criteria

Actions dropdown visible when actions permission is granted.
Show → Show Account.
Reminders → All reminders related by account.
Edit → Edit Account.
Add Child → create Account under another account; hidden when already viewing children.
View Children → accounts index filtered by parent id (parent account).
Public Bills → public bills index for billable Account.
Delete → destroy with confirmation; hidden when paid public bills exist.
Options toolbar: navigate to account_types.index and subscription_types.index.
Excel toolbar: Import modal, Export, Import Log, Download Template.

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 Row Actions on Accounts List ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Actions dropdown visible when actions permission is granted.
ERP_SRS acceptance test: Show → Show Account.
ERP_SRS acceptance test: Reminders → All reminders related by account.
ERP_SRS acceptance test: Edit → Edit Account.
ERP_SRS acceptance test: Add Child → create Account under another account; hidden when already viewing children.
ERP_SRS acceptance test: View Children → accounts index filtered by parent id (parent account).

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.

Online Accounts

OnlineAccount-Child-006Canonical SRS Graph

As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.

User Story

As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.

Acceptance Criteria

Add Child action creates an account with parent_id preset.
View Children filters index by parent id.
Child actions on each account need to rename it to “ Show Childs”.

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 View and Manage Child Accounts ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Add Child action creates an account with parent_id preset.
ERP_SRS acceptance test: View Children filters index by parent id.
ERP_SRS acceptance test: Child actions on each account need to rename it to “ Show Childs”.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to create workspace accounts, so that online platform credentials and offline service subscriptions are tracked centrally.

Online Accounts

OnlineAccount-Create-002Canonical SRS Graph

As an Admin, I want to create workspace accounts, so that online platform credentials and offline service subscriptions are tracked centrally.

User Story

As an Admin, I want to create workspace accounts, so that online platform credentials and offline service subscriptions are tracked centrally.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to create workspace accounts, so that online platform credentials and offline service subscriptions are tracked centrally.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to create workspace accounts, so that online platform credentials and offline service subscriptions are tracked centrally.

Acceptance Criteria

Breadcrumb: Home → Shared Workspace → Accounts → Create.
When account type availability = online, show account types select (online only), username, password, url fields.
When availability = offline, show account types select (offline only), service number, service type, information fields.
When repeat payment is checked, payment period becomes required and visible.
On creation with repeat payment, the system generates public bills.
Assigned users synced via users when select users from Visible For.
When Is Hiring Account is checked, that means the account related to hiring.
On success, redirect to accounts index.
Create — 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 Account ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Breadcrumb: Home → Shared Workspace → Accounts → Create.
ERP_SRS acceptance test: When account type availability = online, show account types select (online only), username, password, url fields.
ERP_SRS acceptance test: When availability = offline, show account types select (offline only), service number, service type, information fields.
ERP_SRS acceptance test: When repeat payment is checked, payment period becomes required and visible.
ERP_SRS acceptance test: On creation with repeat payment, the system generates public bills.
ERP_SRS acceptance test: Assigned users synced via users when select users from Visible For.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to delete accounts, so that obsolete records are removed.

Online Accounts

OnlineAccount-Delete-005Canonical SRS Graph

As an Admin, I want to delete accounts, so that obsolete records are removed.

User Story

As an Admin, I want to delete accounts, so that obsolete records are removed.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to delete accounts, so that obsolete records are removed.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to delete accounts, so that obsolete records are removed.

Acceptance Criteria

Soft delete on account and all child accounts recursively.
Cascade on delete: histories, unpaid public bills, future public bills, reminders.
Delete action hidden when the account has paid public bills.

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 Account ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Soft delete on account and all child accounts recursively.
ERP_SRS acceptance test: Cascade on delete: histories, unpaid public bills, future public bills, reminders.
ERP_SRS acceptance test: Delete action hidden when the account has paid public bills.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.

Online Accounts

OnlineAccount-Export-012Canonical SRS Graph

As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.

User Story

As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.

Acceptance Criteria

Export respects current list filters (search, parent_id, readiness filters).
Download filename: accounts.xlsx.
Columns: Name EN/AR, Description EN/AR, Account Type, Department, Start/Expiry Date, Amount, Subscription Type, Parent Account, Currency, Exchange Rate, Username, Password, URL, Informations, Service Type, Service Number, Repeat Payment, Period, Is Hiring Account.

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 Export Accounts to Excel ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Export respects current list filters (search, parent_id, readiness filters).
ERP_SRS acceptance test: Download filename: accounts.xlsx.
ERP_SRS acceptance test: Columns: Name EN/AR, Description EN/AR, Account Type, Department, Start/Expiry Date, Amount, Subscription Type, Parent Account, Currency, Exchange Rate, Username, Password, URL, Informations, Service Type, Service Number, Repeat Payment, Period, Is Hiring Account.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.

Online Accounts

OnlineAccount-IMPC-Home-Accounts-Tab-013Canonical SRS Graph

As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.

User Story

As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.

طبقًا للمصدر الأساسي ERP_SRS: As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.

Acceptance Criteria

My Home renders an Accounts nav tab
Tab visible only when the user has My Home permission.
Only users in the assigned accounts see the account on My Home.
Admin users assigned via visable_for field on account form.
Removing a user from Visible For removes the account from their home tab on next load.
When the user doesn't have any assigned account, show the Not Found image.
No credential cards rendered.
Need add notes on details that show for user that i assigned to show the account details

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 Employee سيناريو Impact online accounts on Accounts tab on My Home ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: My Home renders an Accounts nav tab
ERP_SRS acceptance test: Tab visible only when the user has My Home permission.
ERP_SRS acceptance test: Only users in the assigned accounts see the account on My Home.
ERP_SRS acceptance test: Admin users assigned via visable_for field on account form.
ERP_SRS acceptance test: Removing a user from Visible For removes the account from their home tab on next load.
ERP_SRS acceptance test: When the user doesn't have any assigned account, show the Not Found image.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to view workspace accounts, so that I can monitor subscriptions, credentials, and expiry dates.

Online Accounts

OnlineAccount-List-001Canonical SRS Graph

As an Admin, I want to view workspace accounts, so that I can monitor subscriptions, credentials, and expiry dates.

User Story

As an Admin, I want to view workspace accounts, so that I can monitor subscriptions, credentials, and expiry dates.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to view workspace accounts, so that I can monitor subscriptions, credentials, and expiry dates.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to view workspace accounts, so that I can monitor subscriptions, credentials, and expiry dates.

Acceptance Criteria

Paginated list (default 25 per page), ordered by latest.
Columns (permission-gated): Type, Name, Description, Department, Username, Availability, Currency , Start Date , Expiry Date , Notes and Actions.
Search filters by name EN/AR, username, account type name/availability, description EN/AR, Notes EN/AR.
Add Filters by availability , Department, Filter date by (Start Date , Expiry Date) and form date and to date.
Toolbar: Add, Options dropdown (Account Types, Subscription Types), Excel dropdown (Import, Export, Import Log, Download Template).
Actions per row: Show, Reminders, Edit, Add Child, View Children, Public Bills, Delete (blocked if paid public bills exist).

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 View Accounts List ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Paginated list (default 25 per page), ordered by latest.
ERP_SRS acceptance test: Columns (permission-gated): Type, Name, Description, Department, Username, Availability, Currency , Start Date , Expiry Date , Notes and Actions.
ERP_SRS acceptance test: Search filters by name EN/AR, username, account type name/availability, description EN/AR, Notes EN/AR.
ERP_SRS acceptance test: Add Filters by availability , Department, Filter date by (Start Date , Expiry Date) and form date and to date.
ERP_SRS acceptance test: Toolbar: Add, Options dropdown (Account Types, Subscription Types), Excel dropdown (Import, Export, Import Log, Download Template).
ERP_SRS acceptance test: Actions per row: Show, Reminders, Edit, Add Child, View Children, Public Bills, Delete (blocked if paid public bills exist).

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.

Online Accounts

OnlineAccount-PublicBills-008Canonical SRS Graph

As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.

User Story

As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.

طبقًا للمصدر الأساسي ERP_SRS: As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.

Acceptance Criteria

On account creation/update with repeat payment=true, create Public Bills generates bills per period.
On update, existing unpaid public bills and future public bills are deleted before regeneration.
Public Bills link from account actions.
Delete blocked while paid public bills exist.

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 System سيناريو Recurring Public Bills ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: On account creation/update with repeat payment=true, create Public Bills generates bills per period.
ERP_SRS acceptance test: On update, existing unpaid public bills and future public bills are deleted before regeneration.
ERP_SRS acceptance test: Public Bills link from account actions.
ERP_SRS acceptance test: Delete blocked while paid public bills exist.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.

Online Accounts

OnlineAccount-Reminders-007Canonical SRS Graph

As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.

User Story

As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.

طبقًا للمصدر الأساسي ERP_SRS: As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.

Acceptance Criteria

Account implements Reminderable interface.
Reminder dates: start date, expiry date.
Reminder Creates on expiry date with account name in message.
When the start date or expiry date changes, the reminder will update.
Reminders list accessible from account actions.
Reminders deleted when the account is deleted.

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 System سيناريو Expiry Reminders ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Account implements Reminderable interface.
ERP_SRS acceptance test: Reminder dates: start date, expiry date.
ERP_SRS acceptance test: Reminder Creates on expiry date with account name in message.
ERP_SRS acceptance test: When the start date or expiry date changes, the reminder will update.
ERP_SRS acceptance test: Reminders list accessible from account actions.
ERP_SRS acceptance test: Reminders deleted when the account is deleted.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to view account details, so that I can review linked expenses, readiness records, users, and reminders.

Online Accounts

OnlineAccount-Show-004Canonical SRS Graph

As an Admin, I want to view account details, so that I can review linked expenses, readiness records, users, and reminders.

User Story

As an Admin, I want to view account details, so that I can review linked expenses, readiness records, users, and reminders.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to view account details, so that I can review linked expenses, readiness records, users, and reminders.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to view account details, so that I can review linked expenses, readiness records, users, and reminders.

Acceptance Criteria

Detail page with tabbed sections to show all information for the account and also all reminders for this.

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 View Account Details ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Detail page with tabbed sections to show all information for the account and also all reminders for this.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.

Online Accounts

OnlineAccount-ShowTabs-010Canonical SRS Graph

As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.

User Story

As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.

Acceptance Criteria

Information tab show all details
Expenses tab lists company expenses .
Users tab lists assigned users via users .
The Reminders tab lists account reminders.
Each tab renders only when the user has the corresponding permission.

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)

—

User Journey

ينفذ Admin سيناريو Show Page Tab Operations ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Information tab show all details
ERP_SRS acceptance test: Expenses tab lists company expenses .
ERP_SRS acceptance test: Users tab lists assigned users via users .
ERP_SRS acceptance test: The Reminders tab lists account reminders.
ERP_SRS acceptance test: Each tab renders only when the user has the corresponding permission.

Alternative Path

—

Edge Cases

—

SAME DOCUMENT LAYOUT

As an Admin, I want to edit workspace accounts, so that credentials, dates, and billing settings stay current.

Online Accounts

OnlineAccount-Update-003Canonical SRS Graph

As an Admin, I want to edit workspace accounts, so that credentials, dates, and billing settings stay current.

User Story

As an Admin, I want to edit workspace accounts, so that credentials, dates, and billing settings stay current.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to edit workspace accounts, so that credentials, dates, and billing settings stay current.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to edit workspace accounts, so that credentials, dates, and billing settings stay current.

Acceptance Criteria

Same conditional online/offline sections as created.
On update: unpaid public bills and future public bills deleted; regenerated if repeat payment enabled.
Expiry reminder if you updated expiry date.
Assigned users re-synced via users.
Edit — 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)

—

User Journey

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

Scenarios

ERP_SRS acceptance test: Same conditional online/offline sections as created.
ERP_SRS acceptance test: On update: unpaid public bills and future public bills deleted; regenerated if repeat payment enabled.
ERP_SRS acceptance test: Expiry reminder if you updated expiry date.
ERP_SRS acceptance test: Assigned users re-synced via users.
ERP_SRS acceptance test: Edit — field dictionary

Alternative Path

—

Edge Cases

—

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

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

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