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50 lines
1.6 KiB
Markdown
50 lines
1.6 KiB
Markdown
# Grouped Automatic Invoices Runbook
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## Operator Model
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Automatic invoices now use a parent/child model:
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- parent rows are grouped by `client + invoice window`
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- child rows are the atomic execution units
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- parent selection means "generate one combined invoice" only when the parent is combinable
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When a parent is not combinable, the parent checkbox is disabled and the reason is shown explicitly.
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## Select All Semantics
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`Select All` is intentionally smart and non-surprising:
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- for combinable groups: select the parent row
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- for non-combinable groups: select child rows individually
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This prevents invalid combined generation while preserving bulk execution.
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## Combinability Reasons
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A parent can become non-combinable for explicit invoice-scope reasons:
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- `PO scope differs`
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- `Currency differs`
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- `Tax treatment differs`
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- `Export shape differs`
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Do not assume a disabled parent can be generated as one invoice. Expand the group and select children as needed.
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## Preview and Execution
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Preview must reflect exact current selection scope:
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- combinable parent selection can preview as `1 invoice`
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- mixed/incompatible child selection can preview as `N invoices`
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Generation must execute exactly the selected parent/child scope and must not implicitly add unselected siblings.
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## Troubleshooting
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If a group is unexpectedly non-combinable:
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1. Expand the parent and inspect child financial badges.
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2. Check PO scope compatibility first.
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3. Verify currency, tax source, and export shape are aligned.
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4. If still blocked, generate at child scope and capture candidate keys for support follow-up.
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