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PSA/ee/docs/plans/2026-03-16-service-period-first-billing-and-cadence-ownership/RECURRING_SERVICE_PERIOD_UI_STATES.md
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Initial import of AlgaPSA codebase from PSA server 
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz

Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

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Recurring Service-Period UI States

F252 defines the first shared UI-affordance contract for future persisted service periods so dashboard and operational views do not invent lifecycle labels independently.

State Affordance Contract

The shared presentation helper now lives in:

  • packages/types/src/interfaces/recurringTiming.interfaces.ts as IRecurringServicePeriodDisplayState
  • shared/billingClients/recurringServicePeriodDisplayState.ts as getRecurringServicePeriodDisplayState(...)

The helper returns:

  • lifecycleState
  • label
  • tone
  • detail
  • optional reasonLabel

That gives later dashboard rows, badges, and drilldowns one stable display contract even before a concrete screen lands.

Required Distinctions

The v1 UI state contract explicitly differentiates:

  • generated -> Generated
  • edited -> Edited
  • skipped -> Skipped
  • locked -> Locked
  • billed -> Billed
  • superseded -> Superseded

archived is also defined for completeness, but ordinary future-ledger views are not expected to show it by default.

Tone And Detail Guidance

The first tone mapping is intentionally simple:

  • generated uses neutral
  • edited uses accent
  • skipped and locked use warning
  • billed uses success
  • superseded and archived use muted

The detail copy explains what the state means operationally:

  • generated rows still follow current cadence rules
  • edited rows are active overrides
  • skipped rows are intentionally excluded from due selection
  • locked rows are frozen for ordinary edits
  • billed rows point at billed history and can mention invoice linkage
  • superseded rows remain audit history after a newer revision replaces them

reasonLabel is additive and comes from provenance. For example:

  • defer -> Deferred to a later invoice window
  • skip -> Skipped by billing staff
  • boundary_adjustment -> Boundary adjusted

Deliberate Boundary

This checkpoint still does not define:

  • role-based visibility or action permissions for those states
  • audit-log policy for when state badges must expose actor identity
  • concrete dashboard layouts or filtering UX for upcoming periods
  • history-heavy archive views that surface archived rows by default

Those remain sequenced behind F253-F259.