--- id: MOD-PFM-MTD title: Metadata and Organization-defined Records product_area: platform module: metadata revision: 2 status: draft source_sha: services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f repositories: - name: services-platform paths: - modules/metadata - modules/layouts - modules/custom-objects - modules/associations - modules/files - tests/acceptance/custom-objects - docs/metadata.md - docs/layouts.md - docs/custom-objects.md - docs/associations.md - docs/files.md - docs/assets.md - docs/business-events.md - docs/record-history.md - docs/standards/custom-field-capability.md - docs/proposals/custom-objects/09-decisions.md - docs/milestones/PLAT-M5-custom-records.md - docs/milestones/PLAT-M6-custom-record-relationships.md - docs/milestones/PLAT-M7-custom-record-loads-reports-events.md - docs/milestones/PLAT-M8-custom-objects-console.md - docs/milestones/PLAT-M9-custom-field-capability.md - docs/milestones/PLAT-M10-image-and-file-fields.md - docs/milestones/plans/PLAT-M5-plan.md - docs/milestones/plans/PLAT-M6-plan.md - docs/milestones/plans/PLAT-M9-plan.md - docs/milestones/plans/PLAT-M10-plan.md - >- aws/platform.service.ts (metadata, custom-fields, field-labels, layouts, association-types, associations, custom-objects, custom-records, files) - name: react-console paths: - 'app/(console)/console/[tenantId]/configuration/fields' - 'app/(console)/console/[tenantId]/configuration/forms' - 'app/(console)/console/[tenantId]/configuration/recordLayouts' - 'app/(console)/console/[tenantId]/configuration/[module]/fields' - 'app/(console)/console/[tenantId]/configuration/[module]/forms' - 'app/(console)/console/[tenantId]/configuration/[module]/recordLayouts' - >- app/(console)/console/[tenantId]/configuration/[module]/[area] (customObjects, customApps, relationshipTypes) - 'app/(console)/console/[tenantId]/objects' - components/configuration/custom-objects - components/configuration/relationship-types - components/configuration/fields - 'components/configuration/resources (custom-objects, custom-apps, relationship-types)' - components/console/custom-objects - components/custom-objects - components/record-explorer - components/forms/designer - components/forms/management - components/forms/registry - components/layout-designer - lib/configuration/layout-definitions.ts - lib/forms/storage - lib/layout-designer - acceptance/custom-objects - acceptance/extensibility (business event delivery entries only) owns: - >- Registered categories, declared fields and collections, capability eligibility and local standard-field labels. - 'Additional-field definitions and rules, including custom-object properties.' - 'Stored console and portal forms and layouts, with assignment references.' - 'Custom-object definitions, custom apps, placement and staff reach.' - 'Custom records and their typed values, derived identities, attachments, lifecycle and revisions.' - 'Business-event facts, pending delivery work, dispatch, consumption and retention.' - 'Relationship types, links and endpoint deletion and merge protocols.' - Authorized upload issuance and its ledger. does_not_own: - record: 'Native records and their values, owner-selected presentation assignments and CRM settings.' owner: MOD-CRM-ENT - record: Duplicate detection and native-record consolidation. owner: MOD-CRM-DQ - record: 'Role and policy definitions, scoped assignments and permission evaluation.' owner: MOD-PFM-SEC - record: 'Datasets, Explorer views, search indexes and query exports.' owner: MOD-PFM-QRY - record: 'Data-job orchestration, run storage and dependent operations.' owner: MOD-PFM-OPS - record: 'Extension registration, event-type registration and external destinations.' owner: MOD-PFM-INT - record: Eligibility references used by member access predicates. owner: MOD-PFM-ELG - record: Workspace lifecycle orchestration. owner: MOD-PFM-TNL - record: 'Shared asset preparation, permanent storage and delivery.' owner: 'macroservice-libraries (macroservice-assets), used by each owning service' hosted_screens: - route: '/console/{tenantId}/configuration/fields' purpose: Select additional-field categories. - route: '/console/{tenantId}/configuration/{module}/fields/{recordType}' purpose: Browse a category’s field definitions. - route: '/console/{tenantId}/configuration/{module}/fields/{recordType}/{fieldId}' purpose: Edit a particular field definition. - route: '/console/{tenantId}/configuration/forms' purpose: Browse forms by audience. - route: '/console/{tenantId}/configuration/{module}/forms/console/contacts' purpose: Manage contact forms for staff. - route: '/console/{tenantId}/configuration/{module}/forms/portal/contacts' purpose: Manage contact forms for members. - route: '/console/{tenantId}/configuration/recordLayouts' purpose: Browse record-page designs. - route: '/console/{tenantId}/configuration/{module}/recordLayouts/{recordType}/designer' purpose: Design contact record pages. - route: '/console/{tenantId}/configuration/platform/customObjects' purpose: 'Manage object settings, properties, placement and access.' - route: '/console/{tenantId}/configuration/platform/customApps' purpose: Manage organization-defined apps. - route: '/console/{tenantId}/configuration/platform/relationshipTypes' purpose: Manage connection definitions. - route: '/console/{tenantId}/objects/{objectKey}' purpose: Browse a custom category’s records. - route: '/console/{tenantId}/objects/{objectKey}/new' purpose: Enter a new custom record. - route: '/console/{tenantId}/objects/{objectKey}/{recordId}' purpose: 'Inspect record information, related cards, actions and revisions.' - route: '/console/{tenantId}/objects/{objectKey}/{recordId}/edit' purpose: Edit retained custom-record information. - route: >- Related records and owned records cards on /console/{tenantId}/crm/contacts/{id} and /crm/organizations/{id} purpose: Present related and owned records within native pages. supersedes: - 'react-console acceptance inventory custom objects areas DEF, PRP, REC, ASC, SEC, EVT, DAT, XAP (CAP-CO-*)' - 'react-console acceptance inventory extensibility area EVT, delivery entries only (CAP-EXT-EVT-002 to 004)' evidence: - >- services-platform at ad3f6a6582843008ed0f5a17b131878d15829af1: the route, schema, persistence, rule and table files of the five modules; their unit, integration and end-to-end tests; the custom objects API acceptance journeys; the module documentation, the custom field standard, the custom objects decisions and the PLAT-M5 to PLAT-M10 records and plans. Other modules were read only to name a dependency . - >- react-console at baf6dae382d6f41dce976c7f848667ccc37e076f: the configuration and objects pages and the components and libraries behind them; the custom objects acceptance inventory, journeys and Playwright specifications; the extensibility inventory . - >- Measured 19 capabilities, 183 rules , 6 journeys, 6 concepts, 6 features, 30 findings and 3 open questions; ratios in coverage_catalog. coverage_catalog: >- The following inventory maps the pinned implementation to capabilities and findings. Bindings identify test assertions; recorded execution results remain a separate obligation. ### Coverage against the code at the pinned commit | Measure | Covered | Ratio | |---|---|---| | HTTP operations declared literally in the five modules' route files | 86 of 86 | 86/86 | | Health routes generated by the shared factory (metadata, layouts, associations), operational | 3 of 3 named as operational evidence | 3/3 | | Tables and views in the five modules' db directories, each named by a capability | 26 of 26 (25 tables and one view) | 26/26 | | Published permission keys of the eight groups (metadata, custom-fields, field-labels, layouts, association-types, associations, custom-objects with custom-records, files) | 41 of 41 mapped to a capability, a dependency or a finding | 41/41 | | End-to-end specification files in the five modules (16 specifications; helpers excluded) | 16 of 16 | 16/16 | | Playwright specifications of the custom objects acceptance (PLAT-M5-S01 to S14, PLAT-M6-S01 to S12) | 26 of 26 bound in a journey or an acceptance set | 26/26 | | Custom objects acceptance inventory capabilities named in a supersedes | 112 of 112 | 112/112 | | State machines | none declared in the five modules | 0/0 | | Queues: the business events work queue | 1 of 1 (CAP-PFM-MTD-015) | 1/1 | | Schedules: the dispatcher's schedule and the nightly ledger sweep (05:20 UTC) | 2 of 2 (CAP-PFM-MTD-015) | 2/2 | | IAM-invoked functions: metadata registration | 1 of 1 (CAP-PFM-MTD-001) | 1/1 | | Console pages in scope (page files under configuration fields, forms and record layouts, the platform areas customObjects, customApps and relationshipTypes, and objects) | 21 of 21 named as hosted screens | 21/21 | | Business rules written | 188 rules, 171 must prove; every must-prove rule has a scenario or a finding | 171/171 | ### Operations by capability | Operation | Capability | |---|---| | `listFieldTypes` | `CAP-PFM-MTD-002` | | `listObjects` | `CAP-PFM-MTD-002` | | `describeObject` | `CAP-PFM-MTD-002` | | `setFieldLabel` | `CAP-PFM-MTD-004` | | `removeFieldLabel` | `CAP-PFM-MTD-004` | | `listCustomFields` | `CAP-PFM-MTD-005` | | `createCustomField` | `CAP-PFM-MTD-005` | | `getCustomField` | `CAP-PFM-MTD-005` | | `updateCustomField` | `CAP-PFM-MTD-005` | | `archiveCustomField` | `CAP-PFM-MTD-005` | | `restoreCustomField` | `CAP-PFM-MTD-005` | | `getCustomFieldRules` | `CAP-PFM-MTD-006` | | `setCustomFieldRules` | `CAP-PFM-MTD-006` | | `issueFileUpload` | `CAP-PFM-MTD-007` | | `getFilesHealth` | `CAP-PFM-MTD-007` | | `createConsolePageLayout` | `CAP-PFM-MTD-008` | | `getConsolePageLayout` | `CAP-PFM-MTD-008` | | `updateConsolePageLayout` | `CAP-PFM-MTD-008` | | `patchConsolePageLayout` | `CAP-PFM-MTD-008` | | `deleteConsolePageLayout` | `CAP-PFM-MTD-008` | | `createPortalPageLayout` | `CAP-PFM-MTD-008` | | `getPortalPageLayout` | `CAP-PFM-MTD-008` | | `updatePortalPageLayout` | `CAP-PFM-MTD-008` | | `patchPortalPageLayout` | `CAP-PFM-MTD-008` | | `deletePortalPageLayout` | `CAP-PFM-MTD-008` | | `createConsoleForm` | `CAP-PFM-MTD-008` | | `getConsoleForm` | `CAP-PFM-MTD-008` | | `updateConsoleForm` | `CAP-PFM-MTD-008` | | `patchConsoleForm` | `CAP-PFM-MTD-008` | | `deleteConsoleForm` | `CAP-PFM-MTD-008` | | `createPortalForm` | `CAP-PFM-MTD-008` | | `getPortalForm` | `CAP-PFM-MTD-008` | | `updatePortalForm` | `CAP-PFM-MTD-008` | | `patchPortalForm` | `CAP-PFM-MTD-008` | | `deletePortalForm` | `CAP-PFM-MTD-008` | | `listConsolePageLayouts` | `CAP-PFM-MTD-008` | | `listPortalPageLayouts` | `CAP-PFM-MTD-008` | | `listConsoleForms` | `CAP-PFM-MTD-008` | | `listPortalForms` | `CAP-PFM-MTD-008` | | `listCustomObjects` | `CAP-PFM-MTD-009` | | `createCustomObject` | `CAP-PFM-MTD-009` | | `getCustomObject` | `CAP-PFM-MTD-009` | | `updateCustomObject` | `CAP-PFM-MTD-009` | | `activateCustomObject` | `CAP-PFM-MTD-009` | | `archiveCustomObject` | `CAP-PFM-MTD-009` | | `restoreCustomObject` | `CAP-PFM-MTD-009` | | `getCustomObjectsHealth` | `CAP-PFM-MTD-009` | | `listCustomApps` | `CAP-PFM-MTD-010` | | `createCustomApp` | `CAP-PFM-MTD-010` | | `getCustomApp` | `CAP-PFM-MTD-010` | | `updateCustomApp` | `CAP-PFM-MTD-010` | | `archiveCustomApp` | `CAP-PFM-MTD-010` | | `restoreCustomApp` | `CAP-PFM-MTD-010` | | `getCustomObjectsNavigation` | `CAP-PFM-MTD-010` | | `listCustomObjectRecords` | `CAP-PFM-MTD-012` | | `createCustomObjectRecord` | `CAP-PFM-MTD-012` | | `getCustomObjectRecord` | `CAP-PFM-MTD-012` | | `updateCustomObjectRecord` | `CAP-PFM-MTD-012` | | `replaceCustomObjectRecord` | `CAP-PFM-MTD-012` | | `publishCustomObjectRecord` | `CAP-PFM-MTD-013` | | `archiveCustomObjectRecord` | `CAP-PFM-MTD-013` | | `restoreCustomObjectRecord` | `CAP-PFM-MTD-013` | | `deleteCustomObjectRecord` | `CAP-PFM-MTD-013` | | `listCustomObjectRecordHistory` | `CAP-PFM-MTD-014` | | `getCustomObjectRecordRevision` | `CAP-PFM-MTD-014` | | `listCustomObjectRecordHistoryActors` | `CAP-PFM-MTD-014` | | `submitAssociationDataJob` | `CAP-PFM-MTD-016` | | `listAssociationDataJobs` | `CAP-PFM-MTD-016` | | `getAssociationDataJob` | `CAP-PFM-MTD-016` | | `listAssociationDataJobResults` | `CAP-PFM-MTD-016` | | `listAssociationDataJobRejections` | `CAP-PFM-MTD-016` | | `applyAssociationDataJob` | `CAP-PFM-MTD-016` | | `pauseAssociationDataJob` | `CAP-PFM-MTD-016` | | `resumeAssociationDataJob` | `CAP-PFM-MTD-016` | | `cancelAssociationDataJob` | `CAP-PFM-MTD-016` | | `retryAssociationDataJob` | `CAP-PFM-MTD-016` | | `listAssociationTypes` | `CAP-PFM-MTD-017` | | `createAssociationType` | `CAP-PFM-MTD-017` | | `getAssociationType` | `CAP-PFM-MTD-017` | | `updateAssociationType` | `CAP-PFM-MTD-017` | | `deleteAssociationType` | `CAP-PFM-MTD-017` | | `listRecordAssociations` | `CAP-PFM-MTD-018` | | `createAssociation` | `CAP-PFM-MTD-018` | | `updateAssociation` | `CAP-PFM-MTD-018` | | `endAssociation` | `CAP-PFM-MTD-018` | | `deleteAssociation` | `CAP-PFM-MTD-018` | ### Tables by capability | Table file | Capabilities | |---|---| | `registered-objects.table.ts` | `CAP-PFM-MTD-001`, `CAP-PFM-MTD-002`, `CAP-PFM-MTD-003` | | `registered-fields.table.ts` | `CAP-PFM-MTD-001`, `CAP-PFM-MTD-002` | | `registered-collections.table.ts` | `CAP-PFM-MTD-001`, `CAP-PFM-MTD-002` | | `custom-fields.table.ts` | `CAP-PFM-MTD-005` | | `custom-field-rules.table.ts` | `CAP-PFM-MTD-006` | | `standard-field-label-overrides.table.ts` | `CAP-PFM-MTD-004` | | `current-and-former-users.view.ts (view)` | `CAP-PFM-MTD-002` | | `console-page-layouts.table.ts` | `CAP-PFM-MTD-008` | | `portal-page-layouts.table.ts` | `CAP-PFM-MTD-008` | | `console-forms.table.ts` | `CAP-PFM-MTD-008` | | `portal-forms.table.ts` | `CAP-PFM-MTD-008` | | `layout-assignments.table.ts` | `CAP-PFM-MTD-008` | | `custom-objects.table.ts` | `CAP-PFM-MTD-009`, `CAP-PFM-MTD-010`, `CAP-PFM-MTD-011` | | `custom-apps.table.ts` | `CAP-PFM-MTD-010` | | `custom-object-records.table.ts` | `CAP-PFM-MTD-012`, `CAP-PFM-MTD-013` | | `custom-object-record-values.table.ts` | `CAP-PFM-MTD-012` | | `custom-object-unique-values.table.ts` | `CAP-PFM-MTD-006`, `CAP-PFM-MTD-012` | | `managed-assets.table.ts` | `CAP-PFM-MTD-012`, `CAP-PFM-MTD-013` | | `record-revisions.table.ts` | `CAP-PFM-MTD-014` | | `custom-object-record-change-events.table.ts` | `CAP-PFM-MTD-014` | | `business-events.table.ts` | `CAP-PFM-MTD-015` | | `business-event-queue.table.ts` | `CAP-PFM-MTD-015` | | `association-types.table.ts` | `CAP-PFM-MTD-017` | | `associations.table.ts` | `CAP-PFM-MTD-018`, `CAP-PFM-MTD-019` | | `association-change-events.table.ts` | `CAP-PFM-MTD-014`, `CAP-PFM-MTD-018` | | `file-uploads.table.ts` | `CAP-PFM-MTD-007` | ### Published permission keys | Permission key | Capability or evidence home | |---|---| | `platform.metadata.read` | CAP-PFM-MTD-002, CAP-PFM-MTD-003 | | `platform.metadata.create, .update, .delete, .bulk` | published, no route (FND-PFM-MTD-007) | | `platform.custom-fields.read` | CAP-PFM-MTD-005, CAP-PFM-MTD-006 | | `platform.custom-fields.create` | CAP-PFM-MTD-005 | | `platform.custom-fields.update` | CAP-PFM-MTD-005, CAP-PFM-MTD-006 | | `platform.custom-fields.delete` | CAP-PFM-MTD-005 | | `platform.custom-fields.bulk` | MOD-PFM-OPS dependency (custom field data jobs); CAP-PFM-MTD-016 evidence | | `platform.field-labels.update` | CAP-PFM-MTD-004 | | `platform.field-labels.read, .create, .delete, .bulk` | published, no route (FND-PFM-MTD-007) | | `platform.layouts.read` | CAP-PFM-MTD-008 | | `platform.layouts.create` | CAP-PFM-MTD-008 | | `platform.layouts.update` | CAP-PFM-MTD-008 | | `platform.layouts.delete` | CAP-PFM-MTD-008 | | `platform.layouts.bulk` | published, no route (FND-PFM-MTD-007) | | `platform.custom-objects.read` | CAP-PFM-MTD-009, CAP-PFM-MTD-010, CAP-PFM-MTD-008 | | `platform.custom-objects.create` | CAP-PFM-MTD-009, CAP-PFM-MTD-010 | | `platform.custom-objects.update` | CAP-PFM-MTD-009, CAP-PFM-MTD-010, CAP-PFM-MTD-008 | | `platform.custom-objects.delete` | CAP-PFM-MTD-009, CAP-PFM-MTD-010, CAP-PFM-MTD-008 | | `platform.custom-records.read` | CAP-PFM-MTD-011, CAP-PFM-MTD-012, CAP-PFM-MTD-010, CAP-PFM-MTD-008 | | `platform.custom-records.query` | CAP-PFM-MTD-011; MOD-PFM-QRY dependency | | `platform.custom-records.create` | CAP-PFM-MTD-011, CAP-PFM-MTD-012, CAP-PFM-MTD-016 | | `platform.custom-records.update` | CAP-PFM-MTD-011, CAP-PFM-MTD-012, CAP-PFM-MTD-016 | | `platform.custom-records.delete` | CAP-PFM-MTD-011, CAP-PFM-MTD-013 | | `platform.custom-records.publish` | CAP-PFM-MTD-011, CAP-PFM-MTD-013 | | `platform.custom-records.export` | CAP-PFM-MTD-011 (no route; FND-PFM-MTD-030) | | `platform.custom-records.history` | CAP-PFM-MTD-011, CAP-PFM-MTD-014 | | `platform.association-types.read` | CAP-PFM-MTD-017 | | `platform.association-types.create` | CAP-PFM-MTD-017 | | `platform.association-types.update` | CAP-PFM-MTD-017 | | `platform.association-types.delete` | CAP-PFM-MTD-017 | | `platform.associations.read` | CAP-PFM-MTD-018 | | `platform.associations.create` | CAP-PFM-MTD-018, CAP-PFM-MTD-016 | | `platform.associations.update` | CAP-PFM-MTD-018, CAP-PFM-MTD-016 | | `platform.associations.delete` | CAP-PFM-MTD-018 | | `platform.files.upload` | CAP-PFM-MTD-007 | ### E2E specifications by capability | Spec file | Capabilities | |---|---| | `metadata/tests/e2e/custom-fields.e2e.spec.js` | CAP-PFM-MTD-005 | | `metadata/tests/e2e/metadata-api-observability.e2e.spec.js` | CAP-PFM-MTD-005 (request logging and metrics; operational) | | `metadata/tests/e2e/registered-objects.e2e.spec.js` | CAP-PFM-MTD-001, CAP-PFM-MTD-002, CAP-PFM-MTD-003 | | `metadata/tests/e2e/standard-field-label-overrides.e2e.spec.js` | CAP-PFM-MTD-004 | | `layouts/tests/e2e/console-forms-api.e2e.spec.js` | CAP-PFM-MTD-008 | | `layouts/tests/e2e/console-page-layouts-api.e2e.spec.js` | CAP-PFM-MTD-008 | | `layouts/tests/e2e/custom-object-forms.e2e.spec.js` | CAP-PFM-MTD-008 | | `layouts/tests/e2e/portal-forms-api.e2e.spec.js` | CAP-PFM-MTD-008 | | `layouts/tests/e2e/portal-page-layouts-api.e2e.spec.js` | CAP-PFM-MTD-008 | | `custom-objects/tests/e2e/business-events.e2e.spec.js` | CAP-PFM-MTD-015 | | `custom-objects/tests/e2e/custom-apps.e2e.spec.js` | CAP-PFM-MTD-010 | | `custom-objects/tests/e2e/custom-object-record-history.e2e.spec.js` | CAP-PFM-MTD-014 | | `custom-objects/tests/e2e/custom-object-records.e2e.spec.js` | CAP-PFM-MTD-010, CAP-PFM-MTD-011, CAP-PFM-MTD-012 | | `custom-objects/tests/e2e/custom-objects.e2e.spec.js` | CAP-PFM-MTD-005, CAP-PFM-MTD-006, CAP-PFM-MTD-009 | | `associations/tests/e2e/associations.e2e.spec.js` | CAP-PFM-MTD-017, CAP-PFM-MTD-018 | | `files/tests/e2e/files.e2e.spec.js` | CAP-PFM-MTD-007 | testing_artifacts: design_tests: - id: ATS-PFM-MTD-001 path: design/tests/ATS-PFM-MTD-001-keep-platform-s-catalogue-of-record-types-equal-to-what-each.md - id: ATS-PFM-MTD-002 path: design/tests/ATS-PFM-MTD-002-tell-every-screen-what-fields-a-record-type-has-and-how-each.md - id: ATS-PFM-MTD-003 path: design/tests/ATS-PFM-MTD-003-offer-custom-fields-forms-and-layouts-only-on-the-record-types.md - id: ATS-PFM-MTD-004 path: design/tests/ATS-PFM-MTD-004-call-a-standard-field-by-the-workspace-s-own-name.md - id: ATS-PFM-MTD-005 path: design/tests/ATS-PFM-MTD-005-add-the-workspace-s-own-fields-to-a-record-type-and-evolve.md - id: ATS-PFM-MTD-006 path: design/tests/ATS-PFM-MTD-006-make-a-field-required-shown-unique-defaulted-or-exposed-by.md - id: ATS-PFM-MTD-007 path: design/tests/ATS-PFM-MTD-007-give-a-person-a-safe-short-lived-place-to-upload-a-picture-or.md - id: ATS-PFM-MTD-008 path: design/tests/ATS-PFM-MTD-008-keep-the-workspace-s-forms-and-page-layouts-governed-by-the.md - id: ATS-PFM-MTD-009 path: design/tests/ATS-PFM-MTD-009-design-a-record-type-of-the-organization-s-own-and-bring-it.md - id: ATS-PFM-MTD-010 path: design/tests/ATS-PFM-MTD-010-put-custom-objects-where-staff-look-for-them.md - id: ATS-PFM-MTD-011 path: design/tests/ATS-PFM-MTD-011-decide-which-staff-reach-a-custom-object-s-records-and-which.md - id: ATS-PFM-MTD-012 path: design/tests/ATS-PFM-MTD-012-keep-the-records-of-a-custom-object-validated-by-its-properties.md - id: ATS-PFM-MTD-013 path: design/tests/ATS-PFM-MTD-013-publish-archive-restore-and-delete-custom-records-deliberately.md - id: ATS-PFM-MTD-014 path: design/tests/ATS-PFM-MTD-014-see-every-change-to-a-custom-record-and-who-made-it.md - id: ATS-PFM-MTD-015 path: design/tests/ATS-PFM-MTD-015-announce-every-custom-record-and-link-change-to-the-rest-of.md - id: ATS-PFM-MTD-016 path: design/tests/ATS-PFM-MTD-016-load-custom-records-and-their-links-from-a-file-again-and-again.md - id: ATS-PFM-MTD-017 path: design/tests/ATS-PFM-MTD-017-define-how-two-kinds-of-record-relate.md - id: ATS-PFM-MTD-018 path: design/tests/ATS-PFM-MTD-018-link-records-to-one-another-dated-primary-and-in-force-until.md - id: ATS-PFM-MTD-019 path: design/tests/ATS-PFM-MTD-019-apply-each-relationship-s-rule-when-a-linked-record-is-deleted.md feature_acceptance: - id: FAS-PFM-MTD-01 path: planning/acceptance/FAS-PFM-MTD-01-record-type-registry.md - id: FAS-PFM-MTD-02 path: planning/acceptance/FAS-PFM-MTD-02-custom-fields-and-files.md - id: FAS-PFM-MTD-03 path: planning/acceptance/FAS-PFM-MTD-03-forms-and-page-layouts.md - id: FAS-PFM-MTD-04 path: planning/acceptance/FAS-PFM-MTD-04-custom-object-design.md - id: FAS-PFM-MTD-05 path: planning/acceptance/FAS-PFM-MTD-05-custom-records.md - id: FAS-PFM-MTD-06 path: planning/acceptance/FAS-PFM-MTD-06-relationships-between-records.md executable_tests: - id: TST-PFM-MTD-001 path: implementation/tests/TST-PFM-MTD-001-plat-m5-s01.md - id: TST-PFM-MTD-002 path: implementation/tests/TST-PFM-MTD-002-plat-m5-s02.md - id: TST-PFM-MTD-003 path: implementation/tests/TST-PFM-MTD-003-plat-m5-s03.md - id: TST-PFM-MTD-004 path: implementation/tests/TST-PFM-MTD-004-plat-m5-s04.md - id: TST-PFM-MTD-005 path: implementation/tests/TST-PFM-MTD-005-plat-m5-s05.md - id: TST-PFM-MTD-006 path: implementation/tests/TST-PFM-MTD-006-plat-m5-s06.md - id: TST-PFM-MTD-007 path: implementation/tests/TST-PFM-MTD-007-plat-m5-s07.md - id: TST-PFM-MTD-008 path: implementation/tests/TST-PFM-MTD-008-plat-m5-s08.md - id: TST-PFM-MTD-009 path: implementation/tests/TST-PFM-MTD-009-plat-m5-s09.md - id: TST-PFM-MTD-010 path: implementation/tests/TST-PFM-MTD-010-plat-m5-s10.md - id: TST-PFM-MTD-011 path: implementation/tests/TST-PFM-MTD-011-plat-m5-s11.md - id: TST-PFM-MTD-012 path: implementation/tests/TST-PFM-MTD-012-plat-m5-s12.md - id: TST-PFM-MTD-013 path: implementation/tests/TST-PFM-MTD-013-plat-m5-s13.md - id: TST-PFM-MTD-014 path: implementation/tests/TST-PFM-MTD-014-plat-m5-s14.md - id: TST-PFM-MTD-015 path: implementation/tests/TST-PFM-MTD-015-plat-m6-s01.md - id: TST-PFM-MTD-016 path: implementation/tests/TST-PFM-MTD-016-plat-m6-s02.md - id: TST-PFM-MTD-017 path: implementation/tests/TST-PFM-MTD-017-plat-m6-s03.md - id: TST-PFM-MTD-018 path: implementation/tests/TST-PFM-MTD-018-plat-m6-s04.md - id: TST-PFM-MTD-019 path: implementation/tests/TST-PFM-MTD-019-plat-m6-s05.md - id: TST-PFM-MTD-020 path: implementation/tests/TST-PFM-MTD-020-plat-m6-s06.md - id: TST-PFM-MTD-021 path: implementation/tests/TST-PFM-MTD-021-plat-m6-s07.md - id: TST-PFM-MTD-022 path: implementation/tests/TST-PFM-MTD-022-plat-m6-s08.md - id: TST-PFM-MTD-023 path: implementation/tests/TST-PFM-MTD-023-plat-m6-s09.md - id: TST-PFM-MTD-024 path: implementation/tests/TST-PFM-MTD-024-plat-m6-s10.md - id: TST-PFM-MTD-025 path: implementation/tests/TST-PFM-MTD-025-plat-m6-s11.md - id: TST-PFM-MTD-026 path: implementation/tests/TST-PFM-MTD-026-plat-m6-s12.md - id: TST-PFM-MTD-027 path: implementation/tests/TST-PFM-MTD-027-contact-forms.md - id: TST-PFM-MTD-028 path: implementation/tests/TST-PFM-MTD-028-contact-forms.md - id: TST-PFM-MTD-029 path: implementation/tests/TST-PFM-MTD-029-custom-object-designer.md - id: TST-PFM-MTD-030 path: implementation/tests/TST-PFM-MTD-030-custom-object-navigation.md - id: TST-PFM-MTD-031 path: implementation/tests/TST-PFM-MTD-031-custom-object-properties.md - id: TST-PFM-MTD-032 path: implementation/tests/TST-PFM-MTD-032-custom-objects-owner-card.md - id: TST-PFM-MTD-033 path: implementation/tests/TST-PFM-MTD-033-custom-objects.md - id: TST-PFM-MTD-034 path: implementation/tests/TST-PFM-MTD-034-fields-custom-object.md - id: TST-PFM-MTD-035 path: implementation/tests/TST-PFM-MTD-035-relationship-types.md - id: TST-PFM-MTD-036 path: implementation/tests/TST-PFM-MTD-036-associations.md - id: TST-PFM-MTD-037 path: implementation/tests/TST-PFM-MTD-037-apply-endpoint-deletion.md - id: TST-PFM-MTD-038 path: implementation/tests/TST-PFM-MTD-038-association-types.table.md - id: TST-PFM-MTD-039 path: implementation/tests/TST-PFM-MTD-039-associations-merge.md - id: TST-PFM-MTD-040 path: implementation/tests/TST-PFM-MTD-040-associations.table.md - id: TST-PFM-MTD-041 path: implementation/tests/TST-PFM-MTD-041-association-types.md - id: TST-PFM-MTD-042 path: implementation/tests/TST-PFM-MTD-042-association-types.queries.md - id: TST-PFM-MTD-043 path: implementation/tests/TST-PFM-MTD-043-associations.events.md - id: TST-PFM-MTD-044 path: implementation/tests/TST-PFM-MTD-044-associations.in-force.md - id: TST-PFM-MTD-045 path: implementation/tests/TST-PFM-MTD-045-associations.md - id: TST-PFM-MTD-046 path: implementation/tests/TST-PFM-MTD-046-associations.queries.md - id: TST-PFM-MTD-047 path: implementation/tests/TST-PFM-MTD-047-endpoints.md - id: TST-PFM-MTD-048 path: implementation/tests/TST-PFM-MTD-048-business-events.md - id: TST-PFM-MTD-049 path: implementation/tests/TST-PFM-MTD-049-custom-apps.md - id: TST-PFM-MTD-050 path: implementation/tests/TST-PFM-MTD-050-custom-object-record-history.md - id: TST-PFM-MTD-051 path: implementation/tests/TST-PFM-MTD-051-custom-object-records.md - id: TST-PFM-MTD-052 path: implementation/tests/TST-PFM-MTD-052-custom-objects.md - id: TST-PFM-MTD-053 path: implementation/tests/TST-PFM-MTD-053-custom-object-records-merge.md - id: TST-PFM-MTD-054 path: implementation/tests/TST-PFM-MTD-054-custom-object-records.table.md - id: TST-PFM-MTD-055 path: implementation/tests/TST-PFM-MTD-055-custom-objects.table.md - id: TST-PFM-MTD-056 path: implementation/tests/TST-PFM-MTD-056-business-events.md - id: TST-PFM-MTD-057 path: implementation/tests/TST-PFM-MTD-057-custom-object-record-history.md - id: TST-PFM-MTD-058 path: implementation/tests/TST-PFM-MTD-058-business-events.md - id: TST-PFM-MTD-059 path: implementation/tests/TST-PFM-MTD-059-business-events.queries.md - id: TST-PFM-MTD-060 path: implementation/tests/TST-PFM-MTD-060-custom-apps.md - id: TST-PFM-MTD-061 path: implementation/tests/TST-PFM-MTD-061-custom-apps.queries.md - id: TST-PFM-MTD-062 path: implementation/tests/TST-PFM-MTD-062-custom-object-endpoints.md - id: TST-PFM-MTD-063 path: implementation/tests/TST-PFM-MTD-063-custom-object-recipes.md - id: TST-PFM-MTD-064 path: implementation/tests/TST-PFM-MTD-064-custom-object-records.events.md - id: TST-PFM-MTD-065 path: implementation/tests/TST-PFM-MTD-065-custom-object-records.md - id: TST-PFM-MTD-066 path: implementation/tests/TST-PFM-MTD-066-custom-object-records.queries.md - id: TST-PFM-MTD-067 path: implementation/tests/TST-PFM-MTD-067-custom-objects.md - id: TST-PFM-MTD-068 path: implementation/tests/TST-PFM-MTD-068-custom-objects.queries.md - id: TST-PFM-MTD-069 path: implementation/tests/TST-PFM-MTD-069-portal-ownership-predicates.md - id: TST-PFM-MTD-070 path: implementation/tests/TST-PFM-MTD-070-record-revisions.md - id: TST-PFM-MTD-071 path: implementation/tests/TST-PFM-MTD-071-record-revisions.queries.md - id: TST-PFM-MTD-072 path: implementation/tests/TST-PFM-MTD-072-custom-object-permission-keys.md - id: TST-PFM-MTD-073 path: implementation/tests/TST-PFM-MTD-073-exposure.md - id: TST-PFM-MTD-074 path: implementation/tests/TST-PFM-MTD-074-placement-apps.md - id: TST-PFM-MTD-075 path: implementation/tests/TST-PFM-MTD-075-portal-access-rules.md - id: TST-PFM-MTD-076 path: implementation/tests/TST-PFM-MTD-076-record-rules.md - id: TST-PFM-MTD-077 path: implementation/tests/TST-PFM-MTD-077-rules.md - id: TST-PFM-MTD-078 path: implementation/tests/TST-PFM-MTD-078-files.md - id: TST-PFM-MTD-079 path: implementation/tests/TST-PFM-MTD-079-file-uploads.table.md - id: TST-PFM-MTD-080 path: implementation/tests/TST-PFM-MTD-080-file-uploads.md - id: TST-PFM-MTD-081 path: implementation/tests/TST-PFM-MTD-081-file-uploads.queries.md - id: TST-PFM-MTD-082 path: implementation/tests/TST-PFM-MTD-082-issue-upload.md - id: TST-PFM-MTD-083 path: implementation/tests/TST-PFM-MTD-083-upload-keys.md - id: TST-PFM-MTD-084 path: implementation/tests/TST-PFM-MTD-084-upload-permission.md - id: TST-PFM-MTD-085 path: implementation/tests/TST-PFM-MTD-085-upload-presign.md - id: TST-PFM-MTD-086 path: implementation/tests/TST-PFM-MTD-086-console-forms-api.md - id: TST-PFM-MTD-087 path: implementation/tests/TST-PFM-MTD-087-console-page-layouts-api.md - id: TST-PFM-MTD-088 path: implementation/tests/TST-PFM-MTD-088-custom-object-forms.md - id: TST-PFM-MTD-089 path: implementation/tests/TST-PFM-MTD-089-portal-forms-api.md - id: TST-PFM-MTD-090 path: implementation/tests/TST-PFM-MTD-090-portal-page-layouts-api.md - id: TST-PFM-MTD-091 path: implementation/tests/TST-PFM-MTD-091-console-forms.table.md - id: TST-PFM-MTD-092 path: implementation/tests/TST-PFM-MTD-092-console-page-layouts.table.md - id: TST-PFM-MTD-093 path: implementation/tests/TST-PFM-MTD-093-layout-assignments.table.md - id: TST-PFM-MTD-094 path: implementation/tests/TST-PFM-MTD-094-portal-forms.table.md - id: TST-PFM-MTD-095 path: implementation/tests/TST-PFM-MTD-095-portal-page-layouts.table.md - id: TST-PFM-MTD-096 path: implementation/tests/TST-PFM-MTD-096-console-forms.md - id: TST-PFM-MTD-097 path: implementation/tests/TST-PFM-MTD-097-console-forms.queries.md - id: TST-PFM-MTD-098 path: implementation/tests/TST-PFM-MTD-098-console-page-layouts.md - id: TST-PFM-MTD-099 path: implementation/tests/TST-PFM-MTD-099-console-page-layouts.queries.md - id: TST-PFM-MTD-100 path: implementation/tests/TST-PFM-MTD-100-portal-forms.md - id: TST-PFM-MTD-101 path: implementation/tests/TST-PFM-MTD-101-portal-forms.queries.md - id: TST-PFM-MTD-102 path: implementation/tests/TST-PFM-MTD-102-portal-page-layouts.md - id: TST-PFM-MTD-103 path: implementation/tests/TST-PFM-MTD-103-portal-page-layouts.queries.md - id: TST-PFM-MTD-104 path: implementation/tests/TST-PFM-MTD-104-purpose-capabilities.md - id: TST-PFM-MTD-105 path: implementation/tests/TST-PFM-MTD-105-custom-fields.md - id: TST-PFM-MTD-106 path: implementation/tests/TST-PFM-MTD-106-metadata-api-observability.md - id: TST-PFM-MTD-107 path: implementation/tests/TST-PFM-MTD-107-registered-objects.md - id: TST-PFM-MTD-108 path: implementation/tests/TST-PFM-MTD-108-standard-field-label-overrides.md - id: TST-PFM-MTD-109 path: implementation/tests/TST-PFM-MTD-109-custom-field-rules.table.md - id: TST-PFM-MTD-110 path: implementation/tests/TST-PFM-MTD-110-custom-fields.table.md - id: TST-PFM-MTD-111 path: implementation/tests/TST-PFM-MTD-111-registered-collections.table.md - id: TST-PFM-MTD-112 path: implementation/tests/TST-PFM-MTD-112-registered-fields.table.md - id: TST-PFM-MTD-113 path: implementation/tests/TST-PFM-MTD-113-registered-objects.table.md - id: TST-PFM-MTD-114 path: implementation/tests/TST-PFM-MTD-114-standard-field-label-overrides.table.md - id: TST-PFM-MTD-115 path: implementation/tests/TST-PFM-MTD-115-describe-custom-object.md - id: TST-PFM-MTD-116 path: implementation/tests/TST-PFM-MTD-116-describe-object.md - id: TST-PFM-MTD-117 path: implementation/tests/TST-PFM-MTD-117-custom-fields.custom-objects.md - id: TST-PFM-MTD-118 path: implementation/tests/TST-PFM-MTD-118-custom-fields.md - id: TST-PFM-MTD-119 path: implementation/tests/TST-PFM-MTD-119-custom-fields.queries.md - id: TST-PFM-MTD-120 path: implementation/tests/TST-PFM-MTD-120-custom-fields.rules.md - id: TST-PFM-MTD-121 path: implementation/tests/TST-PFM-MTD-121-registered-objects.md - id: TST-PFM-MTD-122 path: implementation/tests/TST-PFM-MTD-122-registered-objects.queries.md - id: TST-PFM-MTD-123 path: implementation/tests/TST-PFM-MTD-123-registered-objects.union.queries.md - id: TST-PFM-MTD-124 path: implementation/tests/TST-PFM-MTD-124-standard-field-label-overrides.md - id: TST-PFM-MTD-125 path: implementation/tests/TST-PFM-MTD-125-standard-field-label-overrides.queries.md - id: TST-PFM-MTD-126 path: implementation/tests/TST-PFM-MTD-126-entity-capabilities.md - id: TST-PFM-MTD-127 path: implementation/tests/TST-PFM-MTD-127-register-application.md - id: TST-PFM-MTD-128 path: implementation/tests/TST-PFM-MTD-128-approved-custom-field-objects.md - id: TST-PFM-MTD-129 path: implementation/tests/TST-PFM-MTD-129-custom-object-properties.md - id: TST-PFM-MTD-130 path: implementation/tests/TST-PFM-MTD-130-effective-capabilities.md - id: TST-PFM-MTD-131 path: implementation/tests/TST-PFM-MTD-131-write-vocabulary.md - id: TST-PFM-MTD-132 path: implementation/tests/TST-PFM-MTD-132-quick-search-archived-field.md - id: TST-PFM-MTD-133 path: implementation/tests/TST-PFM-MTD-133-co-acc-0256.md - id: TST-PFM-MTD-134 path: implementation/tests/TST-PFM-MTD-134-co-acc-0400.md - id: TST-PFM-MTD-135 path: implementation/tests/TST-PFM-MTD-135-co-acc-0401.md - id: TST-PFM-MTD-136 path: implementation/tests/TST-PFM-MTD-136-co-acc-0402.md - id: TST-PFM-MTD-137 path: implementation/tests/TST-PFM-MTD-137-co-acc-0404.md - id: TST-PFM-MTD-138 path: implementation/tests/TST-PFM-MTD-138-co-acc-0014.md - id: TST-PFM-MTD-139 path: implementation/tests/TST-PFM-MTD-139-co-acc-0015.md - id: TST-PFM-MTD-140 path: implementation/tests/TST-PFM-MTD-140-contact-editor-layout-measurements.md report: reports/TESTING-BACKFILL-2026-10-23.md --- # Metadata and Organization-defined Records ## Purpose This module supplies shared record descriptions and workspace configuration. It groups additional fields, presentation definitions, custom categories and their records, linked-record protocols and attachment staging. The capabilities hold the behavior; this charter identifies ownership and entry points. ## Boundary Application owners retain their native records and presentation selections. Security supplies grants, Queries supplies query and search consumers, Operations orchestrates loads, Integrations manages external destinations, Eligibility supplies referenced bindings and workspace lifecycle coordinates reset and deletion. Shared asset preparation participates in record saving. ## Features | Feature | Concepts | Capabilities | Journeys | |---|---|---|---| | `FEAT-PFM-MTD-01` — Record Type Catalogue | 1 | 4 | 0 | | `FEAT-PFM-MTD-02` — Additional Fields and Attachments | 1 | 3 | 1 | | `FEAT-PFM-MTD-03` — Record Presentations | 1 | 1 | 0 | | `FEAT-PFM-MTD-04` — Organization-defined Record Categories | 1 | 3 | 2 | | `FEAT-PFM-MTD-05` — Keeping Custom Records | 1 | 5 | 1 | | `FEAT-PFM-MTD-06` — Linked Records | 1 | 3 | 2 | ## Capabilities | Capability | Title | Intent | Evidence | |---|---|---|---| | `CAP-PFM-MTD-001` | Keep the Record Catalogue Current | confirmed | observed | | `CAP-PFM-MTD-002` | Describe Records for Shared Clients | confirmed | observed | | `CAP-PFM-MTD-003` | Keep Configurability Within Product Scope | confirmed | observed | | `CAP-PFM-MTD-004` | Use Workspace Labels for Standard Fields | confirmed | observed | | `CAP-PFM-MTD-005` | Extend Records With Durable Custom Fields | confirmed | observed | | `CAP-PFM-MTD-006` | Configure Field Requirements and Exposure | confirmed | observed | | `CAP-PFM-MTD-007` | Prepare Image and File Uploads | confirmed | partially-observed | | `CAP-PFM-MTD-008` | Manage Shared Forms and Record Layouts | confirmed | observed | | `CAP-PFM-MTD-009` | Bring a Custom Record Type Into Use | confirmed | observed | | `CAP-PFM-MTD-010` | Make Custom Records Discoverable | confirmed | observed | | `CAP-PFM-MTD-011` | Control Custom Record Audiences | confirmed | partially-observed | | `CAP-PFM-MTD-012` | Maintain Valid Custom Records | confirmed | observed | | `CAP-PFM-MTD-013` | Retire or Publish Custom Records | confirmed | observed | | `CAP-PFM-MTD-014` | Explain Custom Record Changes | confirmed | observed | | `CAP-PFM-MTD-015` | Deliver Committed Record and Link Events | proposed | observed | | `CAP-PFM-MTD-016` | Load and Reconcile Record Files | proposed | observed | | `CAP-PFM-MTD-017` | Define Meaningful Record Relationships | confirmed | observed | | `CAP-PFM-MTD-018` | Maintain Dated Links Between Records | confirmed | observed | | `CAP-PFM-MTD-019` | Preserve Relationships Through Deletion and Merge | confirmed | observed | ## Journeys | Journey | Title | Browser policy | |---|---|---| | `JNY-PFM-MTD-001` | Create a club register and its first boat | required | | `JNY-PFM-MTD-002` | Maintain a boat and inspect its changes | required | | `JNY-PFM-MTD-003` | Limit a sensitive register to its assigned role | required | | `JNY-PFM-MTD-004` | Define connections and maintain dated links | required | | `JNY-PFM-MTD-005` | Apply deletion policies and consolidate duplicate endpoints | required | | `JNY-PFM-MTD-006` | Add a contact field and inspect its description | optional | ## Testing Artifact Tree The design layer contains nineteen capability test specifications. The planning layer contains one cumulative acceptance suite for each of the six features. The implementation register identifies each existing executable suite and its scenario bindings; the structured tree names every artifact. Detailed coverage findings keep missing cases and unbound proposals visible.