Asset Transfers

Backlog field	Value
Story ID	AP-FA-007
Epic	Fixed Assets
Story type	Business workflow
Review status	Draft - business analyst and business owner review required
Source evidence	AppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available
Last source review	2026-07-10

User story

As asset custodians, I want to move assets between locations or responsibility contexts so that custody and location history remain traceable.

Posting reference: AppsPortal Posting Ledger explains debit/credit construction. Delegation and Interaction Contracts explains module ownership, delegated commands, linked records, commit boundaries, and reversal propagation.

Acceptance criteria

1. Only authorized users can view or execute the feature's actions.
2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
3. Invalid requests return actionable validation errors without applying a partial change.
4. Search, list, view, print, and export operations use the same authorized business scope.
5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
6. Financial or stock effects are applied atomically and no more than once.

Posting details

1. Asset Transfer Post usually creates no GL entry because it changes location/custody rather than asset value.
2. Validate Draft, transfer date, different source/target location/custody, and each asset's current eligible status/location.
3. Record previous and target assignment, update asset custody/location history, and mark transfer Posted.
4. Commit all asset assignments and transfer status together.
5. Unpost restores the previous assignment only if no later transfer, sale, disposal, or other lifecycle action changed the asset.

General ledger posting

Condition	Debit	Credit	Result
Normal asset transfer	-	-	No GL entry because value does not change.

Other module and document effects

Area	Effect	Conditional/no effect
Asset register	Updates location/custodian and preserves prior assignment history.	Cost, accumulated depreciation, NBV, inventory, customer/vendor, and cash remain unchanged.
Lifecycle	Later transfer/sale/disposal sees new assignment.	Later activity can block unpost.

Core acceptance scenarios

1. Given a Draft transfer and assets still in the recorded source location, when the custodian clicks Post, then asset location/custody history and transfer status update together.
2. Given a later lifecycle action changed the asset after transfer, when the operation is attempted, then Unpost is rejected.
3. Given the same Post request is retried after success, when the source is no longer Draft, then no duplicate journal, stock, balance, payment, or lifecycle effect is created.

Transfer requires Draft, date, source and different target location/custody, and eligible assets not locked by another lifecycle operation. Post updates asset location/custody history and marks the transfer Posted; it creates no value change unless the configured transfer type requires accounting. Unpost requires the current asset state still matches the posted transfer target, restores prior assignment, and marks Unposted. Later transfers or disposal/sale block unpost.

Frontend page coverage

The following UI coverage is sourced from the pulled MFE route configuration. A Module-level supporting artifact mapping is evidence of a reachable screen, but requires BA confirmation that it belongs to this story rather than a more specific feature story.

Route/page	Component	Mode	Route permission/guard	Mapping confidence	Source
(module default)	TransferListComponent	List/navigation	Permission: AppFixedAssetsPermissions.AssetsTransfer_List; Guards: PolicyAuthGuard	Explicit frontend feature rule	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/assets-transfer-routing.module.ts:20
(module default)	TransferMainComponent	List/navigation	Permission: AppFixedAssetsPermissions.AssetsTransfer_List; Guards: PolicyAuthGuard	Explicit frontend feature rule	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/assets-transfer-routing.module.ts:12
add	TransferAddComponent	Add	Permission: AppFixedAssetsPermissions.AssetsTransfer_Add; Guards: PolicyAuthGuard	Explicit frontend feature rule	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/assets-transfer-routing.module.ts:30
assets-transfer	Lazy-loaded route	List/navigation	No route-level permission/guard found in source window	Explicit frontend feature rule	apps/fixedAssets/src/app/remote-entry/transactions/transactions-routing.module.ts:62
edit/:id	TransferEditComponent	Edit	Permission: AppFixedAssetsPermissions.AssetsTransfer_Edit; Guards: PolicyAuthGuard	Explicit frontend feature rule	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/assets-transfer-routing.module.ts:40
sequence	SequenceComponent	Sequence	No route-level permission/guard found in source window	Explicit frontend feature rule	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/assets-transfer-routing.module.ts:60
view/:id	TransferViewComponent	View/detail	Permission: AppFixedAssetsPermissions.AssetsTransfer_View; Guards: PolicyAuthGuard	Explicit frontend feature rule	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/assets-transfer-routing.module.ts:50

Observed frontend fields and validation

Component	Control	Observed frontend rule	Component source
TransferHeaderComponent	activationDate	Required in component validator	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-header/transfer-header.component.ts
TransferHeaderComponent	defaultToLocationId	Visible control; optional or API-dependent	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-header/transfer-header.component.ts
TransferHeaderComponent	description	Visible control; optional or API-dependent	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-header/transfer-header.component.ts
TransferHeaderComponent	referenceNo	Visible control; optional or API-dependent	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-header/transfer-header.component.ts
TransferHeaderComponent	transferDate	Required in component validator	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-header/transfer-header.component.ts

Observed frontend actions

Component	Click action/handler	Business review requirement	Component source
TransferBodyComponent	onDeleteRow	Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-body/transfer-body.component.ts
TransferBodyComponent	openDialog	Open the item/lookup/tracking dialog with the current warehouse, item, UOM, and remaining quantity context; accepted values must return to the correct line and cancel must not mutate it.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-body/transfer-body.component.ts
TransferHeaderComponent	openAttachments	Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/component/transfer-header/transfer-header.component.ts
TransferListComponent	onDelete	Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/pages/assets-transfer-list/assets-transfer-list.component.ts
TransferListComponent	onEdit	Open the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/pages/assets-transfer-list/assets-transfer-list.component.ts
TransferListComponent	onPost	Available only for a postable Draft and Post permission; confirm the document, prevent a second submission, call the posting API, and refresh status, journal/stock links, and row actions. Failure must keep the pre-post state.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/pages/assets-transfer-list/assets-transfer-list.component.ts
TransferListComponent	onPrintOut	Generate the printout for the selected record and authorized branch/tenant; use posted/current values and surface print, template, ZATCA/ETA, or popup failures without changing transaction state.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/pages/assets-transfer-list/assets-transfer-list.component.ts
TransferListComponent	onUnPost	Available only for a postable Draft and Post permission; confirm the document, prevent a second submission, call the posting API, and refresh status, journal/stock links, and row actions. Failure must keep the pre-post state.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/pages/assets-transfer-list/assets-transfer-list.component.ts
TransferListComponent	onView	Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/pages/assets-transfer-list/assets-transfer-list.component.ts
TransferViewComponent	openAttachments	Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler.	apps/fixedAssets/src/app/remote-entry/transactions/assets-transfer/pages/assets-transfer-view/assets-transfer-view.component.ts

Page-specific frontend acceptance criteria

1. (module default) - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppFixedAssetsPermissions.AssetsTransfer_List; Guards: PolicyAuthGuard
2. add - Add: Render permitted fields, required indicators, defaults, dependent lookups, validation, Save/Cancel, loading, success, and API-error states. Security observed: Permission: AppFixedAssetsPermissions.AssetsTransfer_Add; Guards: PolicyAuthGuard
3. assets-transfer - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: No route-level permission/guard found in source window
4. edit/:id - Edit: Load the identified record, enforce state/permission field locks, preserve concurrency identity, validate changes, and return without losing filters. Security observed: Permission: AppFixedAssetsPermissions.AssetsTransfer_Edit; Guards: PolicyAuthGuard
5. sequence - Sequence: Show current numbering scope and permit only authorized, valid sequence configuration without retroactively renumbering posted documents. Security observed: No route-level permission/guard found in source window
6. view/:id - View/detail: Load an authorized immutable/detail representation with status-aware actions, linked records, print/export where exposed, and not-found/forbidden handling. Security observed: Permission: AppFixedAssetsPermissions.AssetsTransfer_View; Guards: PolicyAuthGuard