--- id: CAP-PFM-DJE-009 title: Complete selected-record changes from a list dialog feature: FEAT-PFM-DJE-03 product_area: platform module: data-job-engine revision: 1 status: draft product_intent: confirmed implementation_evidence: partially-observed supersedes: - CAP-DJE-DLG-001 - CAP-DJE-DLG-002 - RUL-DJE-DLG-001 - RUL-DJE-DLG-003 - RUL-DJE-DLG-005 source_sha: react-console: baf6dae382d6f41dce976c7f848667ccc37e076f services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1 intent_sources: - 'services-platform:docs/milestones/PLAT-M20-small-bulk-operations.md#D1' - 'services-platform:docs/milestones/plans/PLAT-M20-plan.md#A1' - 'services-platform:docs/milestones/plans/PLAT-M20-plan.md#A2' - 'services-platform:docs/milestones/plans/PLAT-M20-plan.md#A4' - 'services-platform:docs/milestones/plans/PLAT-M20-plan.md#A6' - 'services-platform:docs/milestones/PLAT-M20-small-bulk-operations.md#Status' purpose: >- Staff can launch reviewed changes from selected list records and follow the resulting job without leaving their task. outcomes: - Small selections use a compact change dialog. - Dialog work remains visible as a recorded data job. - Larger updates continue through the job wizard. concepts: - CON-PFM-DJE-001 actors: - ACT-PFM-035 surfaces: - console preconditions: [] postconditions: [] permissions: - key: crm.contacts.bulk where_checked: console scope: tenant - key: crm.organizations.bulk where_checked: console scope: tenant - key: data.jobs.submit where_checked: console scope: tenant rules: - id: BR-CAP-PFM-DJE-009-01 proved_by: [ATS-PFM-DJE-009-02, TST-PFM-DJE-092] statement: >- The dialog handles up to 500 selected records; larger updates transfer the selection to the wizard, while Delete is unavailable with its limit explained. kind: policy enforced_at: - console must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0110.spec.ts#DJE-ACC-0110' origin: 'services-platform:docs/milestones/PLAT-M20-small-bulk-operations.md#D1' - id: BR-CAP-PFM-DJE-009-02 proved_by: [ATS-PFM-DJE-001-14, ATS-PFM-DJE-009-01, ATS-PFM-DJE-009-11, ATS-PFM-DJE-009-14, ATS-PFM-DJE-010-08, TST-PFM-DJE-082, TST-PFM-DJE-093] statement: >- Dialog submissions create named jobs in Data Imports with supported rollback and record-history attribution. kind: policy enforced_at: - console - service must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0111.spec.ts#DJE-ACC-0111' origin: 'services-platform:docs/milestones/PLAT-M20-small-bulk-operations.md#D1' - id: BR-CAP-PFM-DJE-009-03 proved_by: [ATS-PFM-DJE-009-03, TST-PFM-DJE-086] statement: >- The update dialog offers supported built-in and custom fields using their input controls and names invalid fields before any record is written. kind: validation enforced_at: - console - service must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0104.spec.ts#DJE-ACC-0104' origin: 'services-platform:docs/milestones/plans/PLAT-M20-plan.md#A2' - id: BR-CAP-PFM-DJE-009-04 proved_by: [ATS-PFM-DJE-009-04, TST-PFM-DJE-084] statement: Custom-field input is stored as a custom value rather than a top-level record field. kind: invariant enforced_at: - console - service must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0102.spec.ts#DJE-ACC-0102' origin: none - id: BR-CAP-PFM-DJE-009-05 proved_by: [ATS-PFM-DJE-009-05, TST-PFM-DJE-083] statement: >- All-matching selection collects query identifiers up to 10,000 with an on-screen limit notice and leaves nonmatching records outside the job. kind: policy enforced_at: - console must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0101.spec.ts#DJE-ACC-0101' origin: 'services-platform:docs/milestones/plans/PLAT-M20-plan.md#A4' - id: BR-CAP-PFM-DJE-009-06 proved_by: [ATS-PFM-DJE-009-06, TST-PFM-DJE-096] statement: Repeated query rows identifying one record are reduced to one job input record. kind: calculation enforced_at: - console must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0114.spec.ts#DJE-ACC-0114' origin: none - id: BR-CAP-PFM-DJE-009-07 proved_by: [ATS-PFM-DJE-002-09, ATS-PFM-DJE-009-07, ATS-PFM-DJE-009-12, TST-PFM-DJE-094] statement: Double-clicking Apply submits one job. kind: policy enforced_at: - console - service must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0112.spec.ts#DJE-ACC-0112' origin: none - id: BR-CAP-PFM-DJE-009-08 proved_by: [ATS-PFM-DJE-001-14, ATS-PFM-DJE-009-08, ATS-PFM-DJE-009-11, TST-PFM-DJE-095] statement: >- Closing the dialog leaves submitted processing active and makes its outcomes available in Data Imports. kind: policy enforced_at: - console must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0113.spec.ts#DJE-ACC-0113' origin: none - id: BR-CAP-PFM-DJE-009-09 proved_by: [ATS-PFM-DJE-009-09, TST-PFM-DJE-090, TST-PFM-DJE-099] statement: >- Users lacking the record kind’s bulk permission receive no bulk actions, and the backend refuses their submissions. kind: permission enforced_at: - console - api must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0108.spec.ts#DJE-ACC-0108' origin: 'services-platform:docs/milestones/plans/PLAT-M20-plan.md#A6' - id: BR-CAP-PFM-DJE-009-10 proved_by: [ATS-PFM-DJE-002-09, ATS-PFM-DJE-007-11, ATS-PFM-DJE-009-10, ATS-PFM-DJE-009-12, ATS-PFM-DJE-009-13, TST-PFM-DJE-087, TST-PFM-DJE-098] statement: >- The deletion dialog validates on opening and requires an exact match to the engine’s phrase before sending approval. kind: validation enforced_at: - console must_prove: true provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0105.spec.ts#DJE-ACC-0105' origin: 'services-platform:docs/milestones/PLAT-M19-data-job-engine-foundations.md#CRM-Q10' - id: BR-CAP-PFM-DJE-009-11 proved_by: [] statement: >- The Organizations explorer uses a delete dialog and transfers updates to the wizard, with both operations addressed to organization job routes. kind: policy enforced_at: - console must_prove: false provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0115.spec.ts#DJE-ACC-0115' origin: none scenarios: - id: SC-CAP-PFM-DJE-009-01 given: A staff member selects 35 contacts in the explorer. when: They preview and apply a title change to Member. then: All selected contacts display Member after refresh and the job appears in Data Imports. provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0100.spec.ts#DJE-ACC-0100' - id: SC-CAP-PFM-DJE-009-02 given: The selected contact count is 600. when: The staff member opens available bulk actions. then: Update Fields transfers that selection to the wizard; Delete explains its 500-record limit. provenance: test source: 'react-console:acceptance/data-jobs/playwright/journeys/dialogs/DJE-ACC-0110.spec.ts#DJE-ACC-0110' edge_cases: [] constraints: [] depends_on: [] related: - CAP-PFM-DJE-001 - CAP-PFM-DJE-002 - CAP-PFM-DJE-007 - CAP-PFM-DJE-010 journeys: - JNY-PFM-DJE-002 - JNY-PFM-DJE-003 open_questions: [] evidence: - >- Reviewed evidence: react-console (baf6dae3): components/data-management/data-jobs/dialogs/*, bulk/*; lib/api/data-jobs/dialogs.ts, selection.ts, handoff.ts, capabilities.ts; acceptance/data-jobs/journeys/dialogs/* and playwright specs DJE-ACC-0100 to 0117. - >- Reviewed evidence: services-crm (a8d1364f): aws/api/data-jobs.routes.ts, organization-data-jobs.routes.ts; tests organization-update.e2e.spec.js. - >- Reviewed evidence: services-platform (ad3f6a65): docs/milestones/PLAT-M20-small-bulk-operations.md (D1, D4), plans/PLAT-M20-plan.md. controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-004, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-PRV-001, TC-PRV-002, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-VEN-001, TC-VEN-002, TC-VEN-003] exercised_by: [FAS-PFM-DJE-03-01, FAS-PFM-DJE-03-02, FAS-PFM-DJE-03-03, FAS-PFM-DJE-03-04, FAS-PFM-DJE-03-05] suites: [TST-PFM-DJE-082, TST-PFM-DJE-083, TST-PFM-DJE-084, TST-PFM-DJE-086, TST-PFM-DJE-087, TST-PFM-DJE-090, TST-PFM-DJE-092, TST-PFM-DJE-093, TST-PFM-DJE-094, TST-PFM-DJE-095, TST-PFM-DJE-096, TST-PFM-DJE-098, TST-PFM-DJE-099] --- # Complete selected-record changes from a list dialog ## Purpose Staff can launch reviewed changes from selected list records and follow the resulting job without leaving their task. ## How It Works Staff select records in a query result or explorer and choose a bulk action. Update Fields presents the fields supported by its input controls. Preview sends the proposed change for validation before approval. The dialog follows processing and displays its outcome and a job link. Delete opens a validation preview and asks for the counted phrase. Larger updates move into the job wizard with their selection. All-matching selection has a visible collection limit. Duplicate rows from joins represent one target record each. Closing the dialog preserves the submitted job. Permission checks govern both available actions and backend requests. ## Relationships - Submission and preview retain and review dialog input. - Bulk deletion supplies the irreversible-change safeguards. - Configuration lists reuse the dialog approach.