--- id: CAP-PFM-DJE-015 title: Reconcile loaded records using the producer’s keys feature: FEAT-PFM-DJE-04 product_area: platform module: data-job-engine revision: 2 status: draft product_intent: confirmed implementation_evidence: observed supersedes: [] source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24' purpose: >- A migration tool or integration compares current Rhythm records with its source extract using the identities assigned by the producing system. outcomes: - Known producer keys return current record representations. - Unresolved keys are reported explicitly. - Reconciliation remains available during workspace loading. concepts: - CON-PFM-DJE-004 actors: - ACT-PFM-037 - ACT-PFM-036 surfaces: - api preconditions: [] postconditions: [] permissions: - key: crm.contacts.bulk where_checked: api scope: tenant - key: crm.organizations.bulk where_checked: api scope: tenant - key: crm.contact-types.bulk where_checked: api scope: tenant - key: crm.regions.bulk where_checked: api scope: tenant - key: platform.custom-fields.bulk where_checked: api scope: tenant rules: - id: BR-CAP-PFM-DJE-015-01 proved_by: [ATS-PFM-DJE-012-16, ATS-PFM-DJE-015-01, ATS-PFM-DJE-015-06, ATS-PFM-DJE-015-07, ATS-PFM-DJE-016-16, TST-PFM-DJE-129, TST-PFM-DJE-171] statement: >- A resolved producer key returns its record identity and ordinary-read representation, including owned details and custom fields, with results ordered by the requested keys. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#answers each record exactly as the ordinary read of one contact does origin: 'services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24' - id: BR-CAP-PFM-DJE-015-02 proved_by: [ATS-PFM-DJE-015-02, ATS-PFM-DJE-015-07, ATS-PFM-DJE-015-08, ATS-PFM-DJE-016-16, ATS-PFM-DJE-017-08, TST-PFM-DJE-075, TST-PFM-DJE-129] statement: >- An unknown key or a key whose mapped record is unavailable appears in the missing list, and repeated keys produce only one result. kind: policy enforced_at: - service must_prove: true provenance: observed source: >- services-crm:modules/data-jobs/services/jobs/records-by-source-key.ts:readRecordsBySourceKey; services-platform:modules/data-jobs/services/jobs/records-by-source-key.ts:readCustomFieldsBySourceKey origin: 'services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24' - id: BR-CAP-PFM-DJE-015-03 proved_by: [ATS-PFM-DJE-015-03, TST-PFM-DJE-129] statement: >- A lookup accepts at most one hundred keys and rejects an oversized request with the limit identified. kind: validation enforced_at: - api - service must_prove: true provenance: test source: >- services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#refuses more than 100 keys by InvalidRequest, naming the limit origin: none - id: BR-CAP-PFM-DJE-015-04 proved_by: [ATS-PFM-DJE-015-04, TST-PFM-DJE-111] statement: >- Lookup routes remain available during loading and require the authority needed to read jobs of the same record kind; ordinary record-reading authority alone is insufficient. kind: permission enforced_at: - api must_prove: true provenance: documented source: 'services-crm:docs/data-jobs.md#Reading a load back by source key' origin: 'services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24' - id: BR-CAP-PFM-DJE-015-05 proved_by: [ATS-PFM-DJE-015-05, ATS-PFM-DJE-015-08, ATS-PFM-DJE-017-08, TST-PFM-DJE-129] statement: >- Lookup resolves keys within the requested record kind and workspace, without returning another workspace’s records. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#looks a key up under its own object type only: a contact key is not an organization origin: 'services-platform:docs/milestones/plans/PLAT-M19-plan.md#S11' - id: BR-CAP-PFM-DJE-015-06 proved_by: [ATS-PFM-DJE-012-16, ATS-PFM-DJE-015-06] statement: >- Producer-key lookup does not alter records and returns their current saved values, including changes made after import. kind: invariant enforced_at: - service must_prove: false provenance: observed source: 'services-crm:modules/data-jobs/services/jobs/records-by-source-key.ts' origin: none - id: BR-CAP-PFM-DJE-015-07 proved_by: [] statement: >- CRM provides lookups for contacts, organizations, five configuration catalogues, regions, activity types and activities; Platform provides a custom-field definition lookup, while custom records and associations have no corresponding route. kind: policy enforced_at: - api must_prove: false provenance: observed source: >- services-crm:modules/data-jobs/aws/api/bulk-data-jobs.routes.ts:BULK_SUBMISSIONS; services-platform:modules/data-jobs/aws/api/custom-field-data-jobs.routes.ts origin: none scenarios: - id: SC-CAP-PFM-DJE-015-01 given: >- A loading workspace contains two imported contacts and an imported organization. when: >- Reconciliation requests their producer keys together with a key that was never loaded. then: >- Known keys return ordinary-read record representations in request order, and the unknown key appears as missing. provenance: test source: >- services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#reports the key nothing loaded as missing edge_cases: [] constraints: [] depends_on: [] related: - CAP-PFM-DJE-012 - CAP-PFM-DJE-016 journeys: - JNY-PFM-DJE-004 - JNY-PFM-DJE-005 open_questions: [] evidence: - >- services-crm: inspected producer-key route factories and schemas, lookup services, the ordinary-read comparison integration suite and the loading-workspace API suite. - >- services-platform: inspected the custom-field lookup service, its route and the definition reconciliation integration suite. - >- react-console: inspected the API reconciliation journey, including key trimming, missing records and access refusals. controls: [TC-AVL-001, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-CHG-001, TC-CHG-002, TC-CHG-003, TC-CHG-004, TC-CHG-005, TC-CHG-006, TC-CHG-007, TC-CRY-001, TC-CRY-002, TC-CRY-003, TC-CRY-004, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-006, TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-LOG-005, TC-MON-001, 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-04-01, FAS-PFM-DJE-04-02, FAS-PFM-DJE-04-03, FAS-PFM-DJE-04-04, FAS-PFM-DJE-04-05] suites: [TST-PFM-DJE-075, TST-PFM-DJE-111, TST-PFM-DJE-129, TST-PFM-DJE-171] --- # Reconcile loaded records using the producer’s keys ## Purpose Migration staff and integration clients can compare the source extract with the records currently saved in Rhythm. Producer keys let them perform that comparison without first collecting Rhythm’s internal identities. ## How It Works The client identifies its source system and requests a bounded set of keys for a supported record kind. Rhythm resolves those keys through the workspace’s mapping records. It then reads the matched records through the same batched services used by their ordinary record reads. Results include the record identity and current representation, with missing keys listed separately. Repeating a key does not duplicate its result. A missing result can mean the key never loaded or that its mapped record no longer exists. The lookup remains available while the workspace is loading, under the same authority as that kind of data job. It performs reconciliation without changing the records. Ordinary edits can change a later answer, so this is a current read rather than a retained import snapshot. Platform’s custom records and associations still lack this reconciliation surface. ## Relationships - Keyed imports establish the mappings used to locate current records. - Migration package loading uses these lookups to compare its results with the extract before customer access begins.