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PSA/ee/docs/plans/2026-03-16-service-period-first-billing-and-cadence-ownership/RECURRING_SERVICE_PERIOD_AUTHORING_PREVIEW.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 Authoring Preview

F258 defines how future materialized service periods participate in authoring previews and explainers before a recurring line is saved.

Preview Contract

The shared preview helper continues to live in:

  • packages/billing/src/components/billing-dashboard/contracts/recurringAuthoringPreview.ts

It now carries:

  • cadence-owner summary copy
  • billing-timing summary copy
  • first-invoice summary copy
  • partial-period summary copy
  • materializedPeriodsHeading
  • materializedPeriodsSummary
  • materializedPeriods[] with illustrative service-period and invoice-window labels

Illustrative Materialized Periods

Pre-save previews cannot read persisted rows for an unsaved contract line, so the helper generates illustrative future periods from the same cadence materialization logic used later in runtime work:

  • client-cadence previews use the client-cadence materialization helper
  • contract-cadence previews use the contract-cadence materialization helper
  • the preview rows are explanatory examples, not persisted ledger records

That keeps authoring previews aligned with the canonical service-period-first model without pretending unsaved work already exists in the ledger.

Required Preview Surfaces

The first shared rule is that both draft-step and review-step explainers should be able to show:

  • what cadence owner controls the future periods
  • when invoices will post relative to those periods
  • the first upcoming illustrative service periods
  • the matching illustrative invoice windows

This makes future materialized periods visible before save instead of appearing only after contract creation.

Deliberate Boundary

This checkpoint still does not define:

  • tenant-specific live preview generation against saved billing schedules or contract dates
  • persistence of preview snapshots
  • preview/edit reconciliation once a user starts changing persisted periods after save

Those remain sequenced behind F259-F266.