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pedwfrontend/lib/domain/representation-policy/README.md
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Robert Bond c39e4bcc9a Merged PR 2375: update representation policy
## Summary

Introduces a new `representation-policy` domain boundary and incrementally extracts low-risk representation entry policy logic while preserving existing behaviour.

This PR intentionally stops before extracting ROW and Advert entry rules because characterization uncovered behavioural differences between consumers that require a separate business decision.

## What Changed

Added:

```text
lib/domain/representation-policy/
```

Including:

- `resolveRepresentationWindow(...)`
- `isRepresentationWindowOpen(...)`
- `isRepresentationWindowClosed(...)`
- `canShowRepresentationButtonForAppealType(...)`
- `canStartHouseholderRepresentation(...)`
- `canStartCpoRepresentation(...)`

Updated consumers:

```text
components/case/summary/utils/representationEntry.js
components/search/repsonresults.js
```

## Extracted Behaviour

### Representation Window Calculation
Centralised shared representation window logic and adopted it in both consumers.

### Appeal Type Entry Gating
Centralised excluded appeal-type logic while preserving existing behaviour.

### Householder Rule
Centralised Householder (`846040004`) entry rule.

Preserved behaviour:

```text
Householder representations can only be started by LPAs.
```

### CPO Rule
Centralised CPO (`846040019`) entry rule.

Preserved behaviour using:

```text
pinswg_startdate
pinswg_statementduedate
```

No fallback date broadening introduced.

## Characterization Added

### ROW (`846040015`)
Documented:
- hearing vs non-hearing behaviour
- specialist-process field behaviour
- date gating
- appeal-type coercion behaviour

### Advert (`846040018`)
Documented:
- LPA/non-LPA behaviour
- specialist-process behaviour
- appeal-type coercion behaviour

## Important Findings

### ROW Divergence
Summary and Search consumers currently behave differently when only:

```text
pinswg_speacialistcaseprocess
```

exists.

### Advert Divergence
Summary and Search consumers currently use different specialist-process resolution paths.

### CRM Compatibility
Both fields remain in production use and must be preserved:

```text
pinswg_specialistcaseprocess
pinswg_speacialistcaseprocess
```

## Documentation

Added:

```text
lib/domain/representation-policy/README.md
```

Documenting:
- ownership
- non-goals
- CRM compatibility requirements
- ROW divergence
- Advert divergence
- future extraction constraints

## Validation

Executed during the slice series:

```bash
node tests/phase22/representation-window.test.cjs
node tests/phase22/representation-appeal-type-entry-gating.test.cjs
node tests/phase22/representation-householder-entry-rule.test.cjs
node tests/phase22/representation-cpo-entry-rule.test.cjs
node tests/phase22/representation-row-entry-rule.test.cjs
node tests/phase22/representation-advert-entry-rule.test.cjs
npm run lint
```

All passing.

## Out of Scope

No changes to:

- submission/finalisation
- uploads
- dashboards
- CRM/OData queries
- API routes
- Redux state
- translations
- blocked-message rendering
- CTA l...
2026-06-08 10:51:02 +00:00

151 lines
4.6 KiB
Markdown

# Representation Entry Policy Boundary
## Purpose
This directory contains a narrow **representation entry policy boundary**.
It currently owns only **behaviour-preserving extracted entry-policy helpers**.
It is **not** a full representation domain model.
This boundary should be treated as a small refactor seam for read-only entry-policy interpretation, not as a place to redesign representation behaviour.
## Current ownership
### `resolveRepresentationWindow(...)`
- current general representation window resolution
- preserves current start/end field usage for the extracted general window path
- does not define full representation entry policy
### `isRepresentationWindowOpen(...)`
- current inclusive date-window open check
- preserves current date semantics used by extracted consumers
### `isRepresentationWindowClosed(...)`
- current date-window closed check
- preserves current `date > start && date > end` semantics
### `canShowRepresentationButtonForAppealType(...)`
- current appeal-type exclusion list only
- preserves current excluded IDs
- preserves current permissive unknown behaviour
- preserves current string/number coercion behaviour
### `canStartHouseholderRepresentation(...)`
- current Householder LPA-only entry rule only
- preserves current truthy/falsy LPA handling
- does not infer LPA from CRM fields
### `canStartCpoRepresentation(...)`
- current CPO entry rule only
- preserves current `pinswg_startdate``pinswg_statementduedate` behaviour
- does not broaden to other start-date variants
## Explicit non-goals
This boundary does **not** currently own:
- ROW entry extraction
- Advert entry extraction
- blocked-message rendering
- CTA label selection
- consultation entry policy
- representation type options
- capacity rules
- submission/finalisation rules
- upload logic
- dashboard/worklist grouping
- CRM/OData queries
- API routes
- Redux state
- translations / EN-CY text
## CRM compatibility requirements
Both specialist-process fields may exist and must be handled carefully:
- `pinswg_specialistcaseprocess`
- `pinswg_speacialistcaseprocess`
The misspelled field exists because of historical CRM schema/data and must not be removed casually.
Start-date variants also exist and must not be normalized unless explicitly characterized:
- `pinswg_startdate`
- `pinswg_startdates`
- `pinswg_applicationacceptedasvalid`
Future slices must treat field compatibility as behavior-sensitive.
## Known divergences
### ROW `846040015`
Summary consumer (`components/case/summary/utils/representationEntry.js`):
- uses only `pinswg_specialistcaseprocess` in the ROW branch
- if only `pinswg_speacialistcaseprocess` exists, it falls through to non-hearing behaviour
- result can be allowed where search would be date-gated
Search consumer (`components/search/repsonresults.js`):
- uses normalized canonical/misspelled specialist-process fallback
- if misspelled field contains hearing value `846040001`, hearing/date gate applies
Also:
- ROW hearing uses `pinswg_startdate``pinswg_finalcommentsduedate`
- ROW does not currently use `pinswg_startdates` or `pinswg_applicationacceptedasvalid`
- string appeal type `"846040015"` falls through to default allowed behaviour
### Advert `846040018`
Summary consumer (`components/case/summary/utils/representationEntry.js`):
- reads only `pinswg_speacialistcaseprocess`
- ignores canonical-only specialist process values in the Advert branch
Search consumer (`components/search/repsonresults.js`):
- uses normalized specialist process fallback
- canonical field takes precedence when both fields exist
Also:
- written reps `846040000` is LPA-only
- hearing `846040001` is allowed for LPA and non-LPA
- other specialist process values are blocked
- Advert is not date-gated today
- string appeal type `"846040018"` falls through to default allowed behaviour
## Behaviour-preservation invariants
Future slices must preserve:
- current consumer-specific divergence unless an explicit behaviour-change decision is made
- current string/number appeal type handling
- current specialist-process field precedence where present
- current start-date field usage
- current permissive unknown behaviour
- current CTA/rendering behaviour
## Future extraction guidance
Do not extract ROW or Advert helpers until product/CRM decision confirms whether to preserve divergence or standardize behaviour.
If preserving divergence:
- helper contracts must support consumer-specific mode explicitly
If standardizing behaviour:
- it must be treated as a behaviour change, not a refactor
The next safe work is likely blocked/suppression rendering characterization, not extraction.