PSA/ee/docs/plans/2026-03-20-grouped-automatic-invoices-selection/features.json

[
  {
    "id": "F001",
    "description": "Document and codify the grouped automatic-invoices model: parent rows group by `client + invoice window`, child rows remain the atomic execution units.",
    "implemented": true,
    "prdRefs": ["Summary", "Product Decisions"]
  },
  {
    "id": "F002",
    "description": "Refactor the automatic-invoices ready-work view model so each group carries explicit parent summary data separate from child execution rows.",
    "implemented": true,
    "prdRefs": ["Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F003",
    "description": "Add stable parent-group identity and grouped selection keys for parent rows, distinct from child selector inputs.",
    "implemented": true,
    "prdRefs": ["Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F004",
    "description": "Replace the flat automatic-invoices ready table with an expandable parent/child grouped UI.",
    "implemented": true,
    "prdRefs": ["UX / UI Notes", "Requirements"]
  },
  {
    "id": "F005",
    "description": "Render parent-row summaries including client name, invoice window, child count, aggregate amount, and combinability state.",
    "implemented": true,
    "prdRefs": ["UX / UI Notes", "Requirements"]
  },
  {
    "id": "F006",
    "description": "Render child-row detail with contract or assignment identity, cadence source, billing timing, service period, and amount.",
    "implemented": true,
    "prdRefs": ["UX / UI Notes", "Requirements"]
  },
  {
    "id": "F007",
    "description": "Compute parent combinability from effective invoice-level financial scope: client, currency, PO scope, tax source, and export shape.",
    "implemented": true,
    "prdRefs": ["Product Decisions", "Requirements"]
  },
  {
    "id": "F008",
    "description": "Enable the parent checkbox only when the currently eligible children are combinable as one invoice.",
    "implemented": true,
    "prdRefs": ["Product Decisions", "Requirements"]
  },
  {
    "id": "F009",
    "description": "Support child-level selection regardless of parent combinability, including tri-state parent behavior for partial selection.",
    "implemented": true,
    "prdRefs": ["Product Decisions", "Requirements"]
  },
  {
    "id": "F010",
    "description": "Implement smart `Select All` semantics that select parents for combinable groups and child rows individually for non-combinable groups.",
    "implemented": true,
    "prdRefs": ["Product Decisions", "Requirements"]
  },
  {
    "id": "F011",
    "description": "Keep blocked child candidates visible inside groups while preventing their selection and reflecting their status in the parent summary.",
    "implemented": true,
    "prdRefs": ["UX / UI Notes", "Requirements"]
  },
  {
    "id": "F012",
    "description": "Expose explicit incompatibility reasons on non-combinable parent rows, including PO, currency, tax, and export-shape differences.",
    "implemented": true,
    "prdRefs": ["UX / UI Notes", "Requirements"]
  },
  {
    "id": "F013",
    "description": "Add grouped preview request semantics so the preview stack can accept parent selections and exact child selections rather than only one selector input.",
    "implemented": true,
    "prdRefs": ["Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F014",
    "description": "Render preview output that clearly states whether the current selection will produce one invoice or several, with grouped or split preview presentation as appropriate.",
    "implemented": true,
    "prdRefs": ["UX / UI Notes", "Requirements"]
  },
  {
    "id": "F015",
    "description": "Add grouped generation request semantics so parent selections and arbitrary child selections execute exactly the selected scope.",
    "implemented": true,
    "prdRefs": ["Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F016",
    "description": "Implement exact-scope grouped execution so selected parent or child rows never re-expand into unselected sibling candidates.",
    "implemented": true,
    "prdRefs": ["Requirements"]
  },
  {
    "id": "F017",
    "description": "Support true combined invoice generation for compatible grouped selections spanning multiple child candidates.",
    "implemented": true,
    "prdRefs": ["Goals", "Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F018",
    "description": "Preserve fan-out generation for incompatible grouped selections so the same grouped UI can still produce multiple invoices safely.",
    "implemented": true,
    "prdRefs": ["Goals", "Requirements"]
  },
  {
    "id": "F019",
    "description": "Redesign duplicate-prevention and idempotency logic so grouped parent selections and multi-child executions are safe against re-invoicing.",
    "implemented": true,
    "prdRefs": ["Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F020",
    "description": "Redesign invoice persistence so a combined multi-assignment invoice does not require a fake single `client_contract_id` invoice owner.",
    "implemented": true,
    "prdRefs": ["Product Decisions", "Data / API / Integrations", "Rollout / Migration"]
  },
  {
    "id": "F021",
    "description": "Make charge-level assignment attribution authoritative for combined invoices and preserve that attribution through billing persistence.",
    "implemented": true,
    "prdRefs": ["Product Decisions", "Data / API / Integrations"]
  },
  {
    "id": "F022",
    "description": "Update invoice reads, history, and billing query surfaces so combined invoices remain explainable and queryable without relying on invoice-header assignment ownership alone.",
    "implemented": true,
    "prdRefs": ["Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F023",
    "description": "Keep purchase-order enforcement safe by disabling combined execution when selected children do not share compatible PO scope and by preserving correct PO behavior for valid combinations.",
    "implemented": true,
    "prdRefs": ["Product Decisions", "Requirements", "Data / API / Integrations"]
  },
  {
    "id": "F024",
    "description": "Preserve existing single-assignment and single-child recurring invoice behavior so the grouped model is additive rather than regressive.",
    "implemented": true,
    "prdRefs": ["Requirements", "Acceptance Criteria"]
  },
  {
    "id": "F025",
    "description": "Update billing docs, runbooks, and in-product explanatory copy to describe grouped selection, combinability, and smart `Select All` semantics.",
    "implemented": true,
    "prdRefs": ["UX / UI Notes", "Rollout / Migration", "Acceptance Criteria"]
  }
]