PSA/ee/docs/plans/2026-03-16-service-period-first-billing-and-cadence-ownership/RECURRING_SERVICE_PERIOD_AUTHORING_PREDICTABILITY.md
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Recurring Service-Period Authoring Predictability

F264 defines how future service-period editing interacts with templates, presets, and new recurring-line authoring so the generated schedule stays understandable after creation.

Source Versus Future Override Rule

Templates, presets, and authoring defaults define the initial source cadence only.

After a live recurring line exists:

  • future persisted service-period edits belong to that live line
  • template or preset changes do not retroactively rewrite those future edits
  • new lines created from the same preset or template get a fresh generated schedule from the current authoring defaults

Predictability Rule

The first predictability rule is:

  • authoring inputs explain the initial future schedule
  • later persisted-period edits explain exceptions on that live schedule
  • source defaults remain reusable for new lines without becoming hidden mutation channels for existing lines

Deliberate Boundary

This checkpoint still does not define:

  • cloning or copying live service-period overrides back into presets or templates
  • mass propagation of one repaired live schedule to other contracts
  • pre-save preview persistence beyond the existing illustrative preview contract

Those remain sequenced behind F267-F270.