PSA/docs/plans/2026-06-11-qbo-phase2-slice4-polish/features.json

[
  {
    "id": "F001",
    "description": "Producer: Stripe success path in recordExternalPayment enqueues record_payment when a realm is connected and the invoice is mapped; unmapped invoice \u2192 skipped with stat, not exception.",
    "implemented": true,
    "prdRefs": [
      "5.1"
    ]
  },
  {
    "id": "F002",
    "description": "record_payment op execution: QBO Payment with CustomerRef from client mapping, Line linking the mapped invoice, PaymentRefNum = Stripe reference, DepositToAccountRef from tenant setting (default Undeposited Funds resolved at delivery).",
    "implemented": true,
    "prdRefs": [
      "5.1"
    ]
  },
  {
    "id": "F003",
    "description": "Payment mapping row written at push time so the next CDC poll treats the pushed payment as already-applied (echo suppression).",
    "implemented": true,
    "prdRefs": [
      "5.1"
    ]
  },
  {
    "id": "F004",
    "description": "getQboAccounts server action (deposit-eligible accounts, catalog pattern) + deposit-account picker in QBO settings.",
    "implemented": true,
    "prdRefs": [
      "5.1",
      "6"
    ]
  },
  {
    "id": "F005",
    "description": "record_payment failures (invoice deleted in QBO, invalid account) file accounting_sync_export_error exceptions via the slice-1 framework.",
    "implemented": true,
    "prdRefs": [
      "5.1"
    ]
  },
  {
    "id": "F006",
    "description": "Double-entry guard verified: a QBO-side manual duplicate of a pushed payment surfaces as an exception on the already-settled invoice rather than double-applying.",
    "implemented": true,
    "prdRefs": [
      "7"
    ]
  },
  {
    "id": "F007",
    "description": "getQboClasses and getQboDepartments server actions (catalog pattern, realm-scoped, cached).",
    "implemented": true,
    "prdRefs": [
      "5.2",
      "6"
    ]
  },
  {
    "id": "F008",
    "description": "Tenant default class + department settings with pickers in QBO settings.",
    "implemented": true,
    "prdRefs": [
      "5.2",
      "6"
    ]
  },
  {
    "id": "F009",
    "description": "Item mapping metadata supports classId; mapping dialog documents it; items tab renders a class column when present.",
    "implemented": true,
    "prdRefs": [
      "5.2"
    ]
  },
  {
    "id": "F010",
    "description": "Invoice transform emits per-line SalesItemLineDetail.ClassRef (item metadata \u2192 tenant default \u2192 omit) and header DepartmentRef (tenant default \u2192 omit); CreditMemo transform mirrors it.",
    "implemented": true,
    "prdRefs": [
      "5.2"
    ]
  },
  {
    "id": "F011",
    "description": "default_realm tenant setting consumed by getDefaultQboRealmId (explicit default replaces first-stored-key ordering); make-default action in settings.",
    "implemented": true,
    "prdRefs": [
      "5.3",
      "6"
    ]
  },
  {
    "id": "F012",
    "description": "Settings connection list renders one row per connected realm (company name, status, last cycle) replacing the single-connection card when realm count > 1.",
    "implemented": true,
    "prdRefs": [
      "5.3"
    ]
  },
  {
    "id": "F013",
    "description": "Realm picker in the batch creation dialog and the slice-3 wizard, shown only when more than one realm is connected.",
    "implemented": true,
    "prdRefs": [
      "5.3"
    ]
  },
  {
    "id": "F014",
    "description": "Cycle scheduling enumerates realms: connect registers that realm's cycle, disconnect deregisters only that realm; per-realm cursors/health already from slice 1.",
    "implemented": true,
    "prdRefs": [
      "5.3",
      "7"
    ]
  },
  {
    "id": "F015",
    "description": "Realm-scoped surfaces (badge aggregation, health panel, mapping tabs) consistently read the selected/default realm; single-realm tenants see no UI change.",
    "implemented": true,
    "prdRefs": [
      "5.3"
    ]
  },
  {
    "id": "F016",
    "description": "i18n: deposit/class/department pickers, connection list, realm pickers in en + translated locales; pseudo-locales regenerated.",
    "implemented": true,
    "prdRefs": [
      "5.1",
      "5.2",
      "5.3"
    ]
  }
]