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loyalty-agent-service/docs/specs/customer_management/transaction_history.md

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title, type, status, domain
title type status domain
Transaction History OpenSpec Draft Customer Management

Transaction History

Requirement Definition

Provides a running record of all transactions logged in OLS for a customer, including cancellations, over a configurable period (normally the last 12 months).

Process Flow

Pre-Conditions

  • Users must have access rights in the "Transaction History" module.

Business Rules

Data Schema

Transaction Detail

Field Name Description Logic Type Constraints / Rules
Invoice No Internal invoice No generated by OLS. String Read-only.
Reference No OLS Transaction Reference Number. String Read-only.
Source Reference Number Reference number from source system. String Read-only.
OLS Transaction Code OLS Transaction Code. String Read-only.
Gross Amount Gross transaction amount. Decimal Read-only.
Nett Amount Nett transaction amount. Decimal Read-only.
Redeem Points Total redeem points. Decimal Read-only.
Points Redeemed Amount Total redeem points amount. Decimal Read-only.
Adjust Points Total adjustment points. Decimal Read-only.
Points Adjustment Amount Total adjust point amount. Decimal Read-only.
Award Points Total award points. Decimal Read-only.
Points Awarded Amount Total award point amount. Decimal Read-only.
Transaction Date Transaction Date Time. Date Read-only.
Post Date Post Date. Date Read-only.
Settlement Date Settlement Date. Date Read-only.
Cancellation Indicator Cancellation Indicator. Boolean Read-only.
MCC Transaction MCC Code. String Read-only.
Store Transaction Store ID. String Read-only.
Terminal Transaction Terminal ID. String Read-only.
Transaction Description Transaction Description. String Read-only.

Quick View Details (Right Panel)

Provides a breakdown of the transaction into its component effects.

Reward Details (Award/Redeem/Adjust)

  • Campaign Rule triggered.
  • Transaction Type.
  • OLS Transaction Code.
  • Reward Pool.
  • Pool Unit / Amount.

Counter Transaction Detail

  • Campaign Rule triggered.
  • Counter updated.
  • Entity level.
  • Counter Value.
  • Bucket Number, Start Date, End Date.

Item Redemption Detail

  • Item, Description.
  • Redeemed Quantity, Redeemed Points, Cash Amount Used.

Execution

  • View-only screen.
  • Represents all successful transaction impacts on balances, counters, and redemptions.

Exception Flow

  • N/A