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Currencies and Conversion
| Backlog field | Value |
|---|---|
| Story ID | AP-GS-003 |
| Epic | General Settings |
| 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 finance administrators, I want to maintain currencies and dated conversion rates so that foreign-currency transactions calculate a reliable local value.
Acceptance criteria
- Only authorized users can view or execute the feature's actions.
- Required business data, active dependencies, tenant/branch scope, and current document state are validated.
- Invalid requests return actionable validation errors without applying a partial change.
- Search, list, view, print, and export operations use the same authorized business scope.
- Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
- Financial or stock effects are applied atomically and no more than once.
Business rules
Required
Currency code/name/symbol/precision and company base currency are required; rates require currencies, date/effective period, and positive rate.
Optional or conditional
Subunit, country metadata, and future rates are optional.
Action behavior
Save affects future conversion; posted local/foreign values and rates remain unchanged.
Blocking rule or downstream effect
Base-to-base rate is 1; missing/invalid effective rate blocks foreign-currency transactions.
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 |
|---|---|---|---|---|---|
| currency-conversion | CurrencyConversionComponent | List/navigation | Permission: AppGeneralSettingsPermissions.CurrencyConversion_List; Guards: PolicyAuthGuard | Feature token match | apps/erpHome/src/app/remote-entry/general-setting/general-setting.module.ts:133 |
Observed frontend fields and validation
| Component | Control | Observed frontend rule | Component source |
|---|---|---|---|
| - | - | No reactive formControlName controls were found for the routed components; review template-driven/shared child components. | Route sources above |
Observed frontend actions
| Component | Click action/handler | Business review requirement | Component source |
|---|---|---|---|
| CurrencyConversionComponent | addNew | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/erpHome/src/app/remote-entry/general-setting/pages/currency-conversion/currency-conversion.component.ts |
| CurrencyConversionComponent | 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/erpHome/src/app/remote-entry/general-setting/pages/currency-conversion/currency-conversion.component.ts |
| CurrencyConversionComponent | 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/erpHome/src/app/remote-entry/general-setting/pages/currency-conversion/currency-conversion.component.ts |
Page-specific frontend acceptance criteria
- currency-conversion - 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: AppGeneralSettingsPermissions.CurrencyConversion_List; Guards: PolicyAuthGuard