--- id: MOD-PFM-QRY title: 'Questions, record exploration and data delivery' product_area: platform module: queries revision: 2 status: draft source_sha: services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f rhythm-v2-docs: 99376625d3e7ac26936413cfc31a88fba6562464 repositories: - name: services-platform paths: - modules/queries - modules/explorer - modules/quick-search - modules/snapshots - modules/data-exports - >- aws/platform.service.ts (queries, saved-queries, reports, query-schedules, explorer-views, quick-search, quick-search-settings, snapshots, data-exports, hq queries, custom-query-tables, snapshots and data-exports groups) - docs/queries - docs/explorer.md - docs/quick-search.md - docs/indexing.md - docs/data-exports.md - docs/snapshots - docs/migrations/query-scheduling-exports/README.md - docs/proposals/snapshot-architecture.md - docs/proposals/tenant-data-export/20-risks-tradeoffs-decisions.md - docs/milestones/RPT-M1-catalog-sharing-subledger.md - docs/milestones/plans/RPT-M1-plan.md - name: react-console paths: - 'app/(console)/console/[tenantId]/queries' - 'app/(console)/console/[tenantId]/reports' - 'app/print/[tenantId]/reports' - 'app/(console)/console/[tenantId]/dataManagement/dataExports' - 'app/(console)/console/[tenantId]/dataManagement/dataExportSettings' - 'app/(console)/console/[tenantId]/search' - components/queries - components/reporting - components/data-management/data-exports - components/console/quick-search - lib/quick-search - acceptance/reporting owns: - 'Dataset descriptions, query registration and description-cache coordination' - 'Query execution, validation, date interpretation and internal condition evaluation' - Assisted-query generation records - 'Saved-question definitions, role audiences and reusable recipes' - 'Explorer view definitions, preferences, navigation windows and record selection' - 'Stored report presentations, dashboard sources and rendered output' - 'Query files, delivery grants, recurring schedules and execution history' - 'Quick Search field configuration, documents, generations, rebuilds and repair' - 'Workspace export definitions, destinations, queued executions and declared coverage' - 'The shared monthly snapshot ledger, policies and Platform self-test type' does_not_own: - record: 'Contacts, organizations, accounting lines and custom-object records' owner: 'Their applications: MOD-CRM-ENT, MOD-ACC-BKS, MOD-ACC-TRX, MOD-PFM-MTD' - record: 'Object definitions, custom fields, labels and layouts' owner: MOD-PFM-MTD - record: 'Access grants, roles, policies and authorization evaluation' owner: MOD-PFM-SEC - record: 'AI operation metering, model execution and allowance policy' owner: MOD-PFM-LLM - record: 'Message templates, communication requests and delivery events' owner: MOD-PFM-NOT - record: 'Bulk data changes, imports, job execution and licensing' owner: MOD-PFM-OPS - record: Storage integration connections for export destinations owner: MOD-PFM-INT - record: Workspace lifecycle processes that invoke module participants owner: MOD-PFM-TNL - record: Source change events and the application lists that host Explorer owner: MOD-CRM-ENT - record: Application-specific snapshot data and types owner: The owning applications (Accounting; later Membership) - record: Accounting figures and fiscal behavior in built-in ledger presentations owner: MOD-ACC-BKS - record: Audit history used by recently viewed questions owner: MOD-PFM-OPS (audit) hosted_screens: - route: '/console/{tenantId}/queries' purpose: Browse personal and shared questions or start from a recipe - route: '/console/{tenantId}/queries/new' purpose: Create a question manually or with assisted drafting - route: '/console/{tenantId}/queries/{id}' purpose: Edit and execute a retained question - route: '/console/{tenantId}/queries/schedules' purpose: Browse recurring delivery definitions - route: '/console/{tenantId}/queries/schedules/new' purpose: Create a recurring delivery definition - route: '/console/{tenantId}/queries/schedules/{id}' purpose: Inspect a schedule and its recorded occurrences - route: '/console/{tenantId}/queries/schedules/{id}/edit' purpose: Change a recurring delivery definition - route: '/console/{tenantId}/reports' purpose: Browse stored and built-in presentations - route: '/console/{tenantId}/reports/{reportId}' purpose: 'Use a report’s layout, audience and output actions' - route: '/console/{tenantId}/reports/dashboardLab' purpose: Browse dashboards - route: '/console/{tenantId}/reports/dashboardLab/{dashboardId}' purpose: Compose and present a dashboard - route: '/print/{tenantId}/reports/{reportId}' purpose: Provide the print surface for server rendering - route: '/console/{tenantId}/dataManagement/dataExports' purpose: Inspect export history and request an execution - route: '/console/{tenantId}/dataManagement/dataExports/{executionId}' purpose: Inspect an individual export execution - route: '/console/{tenantId}/dataManagement/dataExportSettings' purpose: Maintain workspace export configuration - route: '/console/{tenantId}/search' purpose: Filter demonstration search records supersedes: - 'react-console acceptance inventory area RPT (CAT, DSH, PRN, QRY, SCH; SUB in part)' evidence: - >- Surface coverage is recorded in the operation, table, permission and backend-suite maps below. A mapped surface is not a passing execution result. - >- Infrastructure references: services-platform:modules/queries/aws/logic; services-platform:modules/queries/aws/resources; services-platform:modules/explorer/aws/logic; services-platform:modules/quick-search/aws/logic; services-platform:modules/snapshots/aws/logic; services-platform:modules/data-exports/aws/logic. - >- Console references: the declared page roots and react-console:lib/quick-search; react-console:components/console/quick-search; react-console:acceptance/reporting/inventory/capabilities.json. - >- The examination report supplies independently counted denominators, named proof gaps and the accounting inventory boundary. coverage: operations: covered: 115 total: 115 tables: covered: 54 total: 54 permission_keys: reaching_a_capability: 34 total: 41 without_a_route: FND-PFM-QRY-005 e2e_spec_files: covered: 22 total: 22 console_pages: covered: 16 total: 16 acceptance_inventory_capabilities: superseded: 82 total: 92 left_to_accounting: 10 functions: covered: 21 total: 21 queues: covered: 7 total: 7 schedules: covered: 9 total: 9 state_machines: covered: 2 total: 2 operations_by_capability: addDataExportDestination: - CAP-PFM-QRY-018 analyzeCustomQueryTableDraft: - CAP-PFM-QRY-005 assignCustomQueryTable: - CAP-PFM-QRY-005 cancelDataExportExecution: - CAP-PFM-QRY-018 createCustomQueryTable: - CAP-PFM-QRY-005 createExplorerView: - CAP-PFM-QRY-009 createQueryRecipeDraft: - CAP-PFM-QRY-008 createQuerySchedule: - CAP-PFM-QRY-015 createReport: - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 createSavedQuery: - CAP-PFM-QRY-006 createSystemQueryRecipeDraft: - CAP-PFM-QRY-004 deleteDataExportArtifact: - CAP-PFM-QRY-018 deleteExplorerView: - CAP-PFM-QRY-009 deleteQuerySchedule: - CAP-PFM-QRY-015 deleteReport: - CAP-PFM-QRY-011 deleteSavedQuery: - CAP-PFM-QRY-006 deleteSnapshotPolicyInHq: - CAP-PFM-QRY-019 describeQueryDataset: - CAP-PFM-QRY-001 describeSystemQueryDataset: - CAP-PFM-QRY-004 downloadDataExportVolume: - CAP-PFM-QRY-018 downloadQueryExport: - CAP-PFM-QRY-014 downloadQueryExportByLink: - CAP-PFM-QRY-014 duplicateQuerySchedule: - CAP-PFM-QRY-015 findRecipientUsers: - CAP-PFM-QRY-015 generateDatasetQuery: - CAP-PFM-QRY-003 getCustomQueryTable: - CAP-PFM-QRY-005 getCustomQueryTableUsage: - CAP-PFM-QRY-005 getCustomQueryTableVersion: - CAP-PFM-QRY-005 getDataExportCoverage: - CAP-PFM-QRY-018 getDataExportDefinition: - CAP-PFM-QRY-018 getDataExportExecution: - CAP-PFM-QRY-018 getDataExportManifest: - CAP-PFM-QRY-018 getDataExportsHealth: - CAP-PFM-QRY-018 getDeliveryTemplateStarter: - CAP-PFM-QRY-015 getExplorerView: - CAP-PFM-QRY-009 getExplorerViewPreferences: - CAP-PFM-QRY-009 getHqDataExportCoverage: - CAP-PFM-QRY-018 getHqDataExportEntitlements: - CAP-PFM-QRY-018 getHqDataExportTenantCoverage: - CAP-PFM-QRY-018 getQueryExport: - CAP-PFM-QRY-014 getQueryGeneration: - CAP-PFM-QRY-003 getQueryRecipe: - CAP-PFM-QRY-008 getQuerySchedule: - CAP-PFM-QRY-015 getQuickSearchConfiguration: - CAP-PFM-QRY-017 getQuickSearchHealth: - CAP-PFM-QRY-016 getReport: - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 getSavedQuery: - CAP-PFM-QRY-006 getScheduleQueryChanges: - CAP-PFM-QRY-015 getSnapshotPeriodStatusInHq: - CAP-PFM-QRY-019 getSnapshotRunInHq: - CAP-PFM-QRY-019 getSystemQueryRecipe: - CAP-PFM-QRY-004 issueQuickSearchAccess: - CAP-PFM-QRY-016 listCustomQueryTableAssignments: - CAP-PFM-QRY-005 listCustomQueryTableEvents: - CAP-PFM-QRY-005 listCustomQueryTableVersions: - CAP-PFM-QRY-005 listCustomQueryTables: - CAP-PFM-QRY-005 listDataExportExecutions: - CAP-PFM-QRY-018 listDeliveryTemplates: - CAP-PFM-QRY-015 listExplorerViews: - CAP-PFM-QRY-009 listHqDataExportExecutions: - CAP-PFM-QRY-018 listOverdueSnapshotRunsInHq: - CAP-PFM-QRY-019 listQueryDatasets: - CAP-PFM-QRY-001 listQueryRecipes: - CAP-PFM-QRY-008 listQueryScheduleRuns: - CAP-PFM-QRY-015 listQuerySchedules: - CAP-PFM-QRY-015 listQuickSearchConfigurations: - CAP-PFM-QRY-017 listQuickSearchFields: - CAP-PFM-QRY-017 listReports: - CAP-PFM-QRY-011 listSavedQueries: - CAP-PFM-QRY-006 listSnapshotPeriods: - CAP-PFM-QRY-019 listSnapshotPoliciesInHq: - CAP-PFM-QRY-019 listSnapshotRunsInHq: - CAP-PFM-QRY-019 listSystemQueryDatasets: - CAP-PFM-QRY-004 listSystemQueryRecipes: - CAP-PFM-QRY-004 patchExplorerView: - CAP-PFM-QRY-009 pauseQuerySchedule: - CAP-PFM-QRY-015 pinCustomQueryTableAssignment: - CAP-PFM-QRY-005 previewCustomQueryTable: - CAP-PFM-QRY-005 previewQuerySchedule: - CAP-PFM-QRY-015 publishCustomQueryTable: - CAP-PFM-QRY-005 putExplorerViewPreferences: - CAP-PFM-QRY-009 putSnapshotPolicyInHq: - CAP-PFM-QRY-019 readExplorerNavigation: - CAP-PFM-QRY-010 rebuildQuickSearchIndex: - CAP-PFM-QRY-017 removeDataExportDestination: - CAP-PFM-QRY-018 replaceQuerySchedule: - CAP-PFM-QRY-015 replaceQuickSearchConfiguration: - CAP-PFM-QRY-017 requestDataExportExecution: - CAP-PFM-QRY-018 requestSnapshotBackfillInHq: - CAP-PFM-QRY-019 requestSnapshotRunInHq: - CAP-PFM-QRY-019 resolveDateExpressions: - CAP-PFM-QRY-002 resumeQuerySchedule: - CAP-PFM-QRY-015 retryDataExportDelivery: - CAP-PFM-QRY-018 revalidateCustomQueryTables: - CAP-PFM-QRY-005 runDatasetQuery: - CAP-PFM-QRY-002 runQueryRecipe: - CAP-PFM-QRY-008 runQueryScheduleNow: - CAP-PFM-QRY-015 runSavedQuery: - CAP-PFM-QRY-007 runSystemDatasetQuery: - CAP-PFM-QRY-004 saveCustomQueryTableDraft: - CAP-PFM-QRY-005 saveDataExportDefinition: - CAP-PFM-QRY-018 selectExplorerRecordIds: - CAP-PFM-QRY-010 startExplorerNavigation: - CAP-PFM-QRY-010 startQueryExport: - CAP-PFM-QRY-014 startReportExport: - CAP-PFM-QRY-013 takeQueryScheduleOwnership: - CAP-PFM-QRY-015 unassignCustomQueryTable: - CAP-PFM-QRY-005 updateCustomQueryTable: - CAP-PFM-QRY-005 updateDataExportDestination: - CAP-PFM-QRY-018 updateExplorerView: - CAP-PFM-QRY-009 updateReport: - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 updateSavedQuery: - CAP-PFM-QRY-006 useLatestScheduleQuery: - CAP-PFM-QRY-015 validateDatasetQuery: - CAP-PFM-QRY-002 validateSystemDatasetQuery: - CAP-PFM-QRY-004 tables_by_capability: custom-query-table-assignments.table.ts: - CAP-PFM-QRY-005 custom-query-table-columns.table.ts: - CAP-PFM-QRY-005 custom-query-table-events.table.ts: - CAP-PFM-QRY-005 custom-query-table-versions.table.ts: - CAP-PFM-QRY-005 custom-query-tables.table.ts: - CAP-PFM-QRY-005 data-export-artifacts.table.ts: - CAP-PFM-QRY-018 data-export-definitions.table.ts: - CAP-PFM-QRY-018 data-export-deliveries.table.ts: - CAP-PFM-QRY-018 data-export-delivery-attempts.table.ts: - CAP-PFM-QRY-018 data-export-destinations.table.ts: - CAP-PFM-QRY-018 data-export-executions.table.ts: - CAP-PFM-QRY-018 data-export-job-events.table.ts: - CAP-PFM-QRY-018 data-export-job-steps.table.ts: - CAP-PFM-QRY-018 data-export-jobs.table.ts: - CAP-PFM-QRY-018 data-export-notices.table.ts: - CAP-PFM-QRY-018 data-export-parts.table.ts: - CAP-PFM-QRY-018 data-export-volumes.table.ts: - CAP-PFM-QRY-018 explorer-navigation-sessions.table.ts: - CAP-PFM-QRY-010 explorer-view-preferences.table.ts: - CAP-PFM-QRY-009 explorer-views.table.ts: - CAP-PFM-QRY-009 export-coverage-datasets.table.ts: - CAP-PFM-QRY-018 export-coverage-versions.table.ts: - CAP-PFM-QRY-018 query-description-stamps.table.ts: - CAP-PFM-QRY-001 query-export-requests.table.ts: - CAP-PFM-QRY-013 - CAP-PFM-QRY-014 query-exports.table.ts: - CAP-PFM-QRY-013 - CAP-PFM-QRY-014 query-generations.table.ts: - CAP-PFM-QRY-003 query-recipes.table.ts: - CAP-PFM-QRY-008 query-schedule-deliveries.table.ts: - CAP-PFM-QRY-015 query-schedule-recipients.table.ts: - CAP-PFM-QRY-015 query-schedules.table.ts: - CAP-PFM-QRY-015 quick-search-configurations.table.ts: - CAP-PFM-QRY-017 quick-search-documents.table.ts: - CAP-PFM-QRY-016 - CAP-PFM-QRY-017 quick-search-index-states.table.ts: - CAP-PFM-QRY-017 quick-search-rebuild-job-events.table.ts: - CAP-PFM-QRY-017 quick-search-rebuild-job-steps.table.ts: - CAP-PFM-QRY-017 quick-search-rebuild-jobs.table.ts: - CAP-PFM-QRY-017 registered-query-collections.table.ts: - CAP-PFM-QRY-001 registered-query-computed-fields.table.ts: - CAP-PFM-QRY-001 registered-query-configured-relationships.table.ts: - CAP-PFM-QRY-001 registered-query-objects.table.ts: - CAP-PFM-QRY-001 registered-query-picks.table.ts: - CAP-PFM-QRY-001 report-shared-roles.table.ts: - CAP-PFM-QRY-011 report-sources.table.ts: - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 reports.table.ts: - CAP-PFM-QRY-011 saved-queries.table.ts: - CAP-PFM-QRY-006 saved-query-shared-roles.table.ts: - CAP-PFM-QRY-006 schedule-runs.table.ts: - CAP-PFM-QRY-015 schedules.table.ts: - CAP-PFM-QRY-015 snapshot-run-job-events.table.ts: - CAP-PFM-QRY-019 snapshot-run-job-steps.table.ts: - CAP-PFM-QRY-019 snapshot-run-jobs.table.ts: - CAP-PFM-QRY-019 snapshot-runs.table.ts: - CAP-PFM-QRY-019 snapshot-tenant-policies.table.ts: - CAP-PFM-QRY-019 snapshot-user-status-counts.table.ts: - CAP-PFM-QRY-019 permission_keys: platform.queries.read: - CAP-PFM-QRY-001 - CAP-PFM-QRY-002 - CAP-PFM-QRY-008 - CAP-PFM-QRY-014 - CAP-PFM-QRY-015 platform.queries.generate: - CAP-PFM-QRY-003 platform.queries.create: - FND-PFM-QRY-005 platform.queries.update: - FND-PFM-QRY-005 platform.queries.delete: - FND-PFM-QRY-005 platform.queries.bulk: - FND-PFM-QRY-005 platform.saved-queries.read: - CAP-PFM-QRY-006 - CAP-PFM-QRY-007 platform.saved-queries.use: - CAP-PFM-QRY-006 - CAP-PFM-QRY-007 platform.saved-queries.share: - CAP-PFM-QRY-006 platform.saved-queries.manage: - CAP-PFM-QRY-006 platform.reports.read: - CAP-PFM-QRY-011 platform.reports.use: - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 - CAP-PFM-QRY-013 - CAP-PFM-QRY-015 platform.reports.share: - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 platform.reports.manage: - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 platform.query-schedules.use: - CAP-PFM-QRY-015 platform.query-schedules.manage: - CAP-PFM-QRY-014 - CAP-PFM-QRY-015 platform.query-schedules.external-recipients: - CAP-PFM-QRY-015 platform.explorer-views.use: - CAP-PFM-QRY-009 - CAP-PFM-QRY-010 platform.explorer-views.share: - CAP-PFM-QRY-009 platform.explorer-views.manage: - CAP-PFM-QRY-009 platform.quick-search.read: - CAP-PFM-QRY-016 platform.quick-search-settings.read: - CAP-PFM-QRY-017 platform.quick-search-settings.update: - CAP-PFM-QRY-017 platform.quick-search-settings.rebuild: - CAP-PFM-QRY-017 platform.quick-search-settings.create: - FND-PFM-QRY-005 platform.quick-search-settings.delete: - FND-PFM-QRY-005 platform.quick-search-settings.bulk: - FND-PFM-QRY-005 platform.snapshots.read: - CAP-PFM-QRY-019 platform.data-exports.read: - CAP-PFM-QRY-018 platform.data-exports.manage: - CAP-PFM-QRY-018 platform.data-exports.execute: - CAP-PFM-QRY-018 platform.data-exports.download: - CAP-PFM-QRY-018 hq.queries.read: - CAP-PFM-QRY-004 hq.custom-query-tables.read: - CAP-PFM-QRY-005 hq.custom-query-tables.author: - CAP-PFM-QRY-005 hq.custom-query-tables.publish: - CAP-PFM-QRY-005 hq.custom-query-tables.assign: - CAP-PFM-QRY-005 hq.snapshots.read: - CAP-PFM-QRY-019 hq.snapshots.manage: - CAP-PFM-QRY-019 hq.data-exports.read: - CAP-PFM-QRY-018 hq.data-exports.operate: - CAP-PFM-QRY-018 e2e_specs_by_capability: queries/custom-object-datasets.e2e.spec.js: - CAP-PFM-QRY-001 queries/custom-tables.e2e.spec.js: - CAP-PFM-QRY-005 queries/dataset-effective-permissions.e2e.spec.js: - CAP-PFM-QRY-001 queries/datasets.e2e.spec.js: - CAP-PFM-QRY-001 - CAP-PFM-QRY-002 queries/date-expressions.e2e.spec.js: - CAP-PFM-QRY-002 queries/generate-query.e2e.spec.js: - CAP-PFM-QRY-003 queries/llm-usage.e2e.spec.js: - CAP-PFM-QRY-004 queries/query-recipes.e2e.spec.js: - CAP-PFM-QRY-008 queries/query-schedules.e2e.spec.js: - CAP-PFM-QRY-011 - CAP-PFM-QRY-015 queries/read-tier.e2e.spec.js: - CAP-PFM-QRY-006 - CAP-PFM-QRY-011 - CAP-PFM-QRY-013 queries/report-exports.e2e.spec.js: - CAP-PFM-QRY-013 queries/reports.e2e.spec.js: - CAP-PFM-QRY-006 - CAP-PFM-QRY-007 - CAP-PFM-QRY-011 - CAP-PFM-QRY-012 queries/saved-queries.e2e.spec.js: - CAP-PFM-QRY-002 - CAP-PFM-QRY-006 - CAP-PFM-QRY-007 queries/system-queries.e2e.spec.js: - CAP-PFM-QRY-004 explorer/explorer-navigation-api.e2e.spec.js: - CAP-PFM-QRY-010 explorer/explorer-preferences-api.e2e.spec.js: - CAP-PFM-QRY-009 explorer/explorer-views-api.e2e.spec.js: - CAP-PFM-QRY-009 quick-search/quick-search-access.e2e.spec.js: - CAP-PFM-QRY-016 quick-search/quick-search-configurations.e2e.spec.js: - CAP-PFM-QRY-017 quick-search/quick-search-route-grants.e2e.spec.js: - CAP-PFM-QRY-016 - CAP-PFM-QRY-017 snapshots/snapshots.e2e.spec.js: - CAP-PFM-QRY-019 data-exports/data-exports.e2e.spec.js: - CAP-PFM-QRY-018 functions_queues_and_schedules: 'queries API, registration, recipes registration, generation, revalidation (custom tables)': - CAP-PFM-QRY-001 - CAP-PFM-QRY-003 - CAP-PFM-QRY-005 - CAP-PFM-QRY-008 queries record ids and marketing record ids (IAM entry points): - CAP-PFM-QRY-007 queries export dispatcher and worker; query-exports queue: - CAP-PFM-QRY-014 queries report renderer; report-renders queue: - CAP-PFM-QRY-013 queries schedule dispatcher (every minute) and consumer; query-schedules queue: - CAP-PFM-QRY-015 explorer API: - CAP-PFM-QRY-009 - CAP-PFM-QRY-010 'Quick Search API, indexer, maintenance (three EventBridge rules), rebuild state machine': - CAP-PFM-QRY-016 - CAP-PFM-QRY-017 'snapshot planner (every 15 minutes), dispatcher (every minute), run worker and run state machine': - CAP-PFM-QRY-019 data exports API: - CAP-PFM-QRY-018 artifact_tree: planning/acceptance: - FAS-PFM-QRY-01-datasets-and-querying.md - FAS-PFM-QRY-02-saved-queries-and-recipes.md - FAS-PFM-QRY-03-record-explorer.md - FAS-PFM-QRY-04-reports-and-dashboards.md - FAS-PFM-QRY-05-exports-and-scheduled-delivery.md - FAS-PFM-QRY-06-quick-search.md - FAS-PFM-QRY-07-workspace-data-export.md - FAS-PFM-QRY-08-monthly-snapshots.md design/tests: - ATS-PFM-QRY-001-know-which-data-can-be-queried-and-what-each-dataset-holds.md - ATS-PFM-QRY-002-ask-a-question-of-the-workspace-s-data-and-see-only-what.md - ATS-PFM-QRY-003-have-a-query-written-from-a-plain-english-request.md - ATS-PFM-QRY-004-let-rhythm-staff-query-every-customer-from-rhythm-hq.md - ATS-PFM-QRY-005-give-one-customer-a-staff-authored-custom-query-table.md - ATS-PFM-QRY-006-keep-and-share-saved-queries-without-widening-anyone-s.md - ATS-PFM-QRY-007-run-a-saved-query-with-the-values-it-asks-for-as-the-person.md - ATS-PFM-QRY-008-start-a-query-from-a-recipe-rhythm-ships.md - ATS-PFM-QRY-009-keep-and-share-the-explorer-views-a-person-works-from.md - ATS-PFM-QRY-010-walk-a-list-record-by-record-and-act-on-every-record-it.md - ATS-PFM-QRY-011-keep-share-and-find-reports-without-sharing-anyone-s-data.md - ATS-PFM-QRY-012-assemble-a-dashboard-from-several-saved-queries.md - ATS-PFM-QRY-013-print-a-report-or-dashboard-to-pdf-or-excel-as-the-person.md - ATS-PFM-QRY-014-take-a-query-s-whole-result-away-as-a-csv-or-excel-file.md - ATS-PFM-QRY-015-send-a-saved-query-or-report-to-chosen-people-on-a-schedule.md - ATS-PFM-QRY-016-find-contacts-and-organizations-as-one-types.md - ATS-PFM-QRY-017-choose-what-quick-search-finds-records-by-and-keep-the.md - ATS-PFM-QRY-018-take-a-complete-portable-export-of-the-workspace-s-data.md - ATS-PFM-QRY-019-keep-monthly-snapshots-of-each-workspace-and-show-which.md - ATS-PFM-QRY-020-evaluate-dated-conditions-for-named-records.md implementation/tests: - TST-PFM-QRY-001-dje-acc-0150-spec.md - TST-PFM-QRY-002-dje-acc-0151-spec.md - TST-PFM-QRY-003-dje-acc-0100-spec.md - TST-PFM-QRY-004-dje-acc-0101-spec.md - TST-PFM-QRY-005-dje-acc-0102-spec.md - TST-PFM-QRY-006-dje-acc-0103-spec.md - TST-PFM-QRY-007-dje-acc-0104-spec.md - TST-PFM-QRY-008-dje-acc-0105-spec.md - TST-PFM-QRY-009-dje-acc-0106-spec.md - TST-PFM-QRY-010-dje-acc-0107-spec.md - TST-PFM-QRY-011-dje-acc-0108-spec.md - TST-PFM-QRY-012-dje-acc-0109-spec.md - TST-PFM-QRY-013-dje-acc-0110-spec.md - TST-PFM-QRY-014-dje-acc-0111-spec.md - TST-PFM-QRY-015-dje-acc-0112-spec.md - TST-PFM-QRY-016-dje-acc-0113-spec.md - TST-PFM-QRY-017-dje-acc-0114-spec.md - TST-PFM-QRY-018-dje-acc-0115-spec.md - TST-PFM-QRY-019-dje-acc-0116-spec.md - TST-PFM-QRY-020-dje-acc-0117-spec.md - TST-PFM-QRY-021-plat-m19-spec.md - TST-PFM-QRY-022-rpt-acc-0000-spec.md - TST-PFM-QRY-023-rpt-acc-0490-spec.md - TST-PFM-QRY-024-rpt-acc-0491-spec.md - TST-PFM-QRY-025-rpt-acc-0492-spec.md - TST-PFM-QRY-026-rpt-acc-0493-spec.md - TST-PFM-QRY-027-rpt-acc-0494-spec.md - TST-PFM-QRY-028-rpt-acc-0495-spec.md - TST-PFM-QRY-029-rpt-acc-0496-spec.md - TST-PFM-QRY-030-rpt-acc-0497-spec.md - TST-PFM-QRY-031-rpt-acc-0498-spec.md - TST-PFM-QRY-032-rpt-acc-0499-spec.md - TST-PFM-QRY-033-rpt-acc-0500-spec.md - TST-PFM-QRY-034-rpt-acc-0501-spec.md - TST-PFM-QRY-035-rpt-acc-0502-spec.md - TST-PFM-QRY-036-rpt-acc-0503-spec.md - TST-PFM-QRY-037-rpt-acc-0504-spec.md - TST-PFM-QRY-038-rpt-acc-0505-spec.md - TST-PFM-QRY-039-rpt-acc-0506-spec.md - TST-PFM-QRY-040-rpt-acc-0507-spec.md - TST-PFM-QRY-041-rpt-acc-0508-spec.md - TST-PFM-QRY-042-rpt-acc-0509-spec.md - TST-PFM-QRY-043-rpt-acc-0510-spec.md - TST-PFM-QRY-044-rpt-acc-0511-spec.md - TST-PFM-QRY-045-rpt-acc-0512-spec.md - TST-PFM-QRY-046-rpt-acc-0001-spec.md - TST-PFM-QRY-047-rpt-acc-0002-spec.md - TST-PFM-QRY-048-rpt-acc-0003-spec.md - TST-PFM-QRY-049-rpt-acc-0004-spec.md - TST-PFM-QRY-050-rpt-acc-0005-spec.md - TST-PFM-QRY-051-rpt-acc-0006-spec.md - TST-PFM-QRY-052-rpt-acc-0007-spec.md - TST-PFM-QRY-053-rpt-acc-0008-spec.md - TST-PFM-QRY-054-rpt-acc-0009-spec.md - TST-PFM-QRY-055-rpt-acc-0010-spec.md - TST-PFM-QRY-056-rpt-acc-0011-spec.md - TST-PFM-QRY-057-rpt-acc-0012-spec.md - TST-PFM-QRY-058-rpt-acc-0013-spec.md - TST-PFM-QRY-059-rpt-acc-0014-spec.md - TST-PFM-QRY-060-rpt-acc-0015-spec.md - TST-PFM-QRY-061-rpt-acc-0016-spec.md - TST-PFM-QRY-062-rpt-acc-0017-spec.md - TST-PFM-QRY-063-rpt-acc-0018-spec.md - TST-PFM-QRY-064-rpt-acc-0019-spec.md - TST-PFM-QRY-065-rpt-acc-0020-spec.md - TST-PFM-QRY-066-rpt-acc-0021-spec.md - TST-PFM-QRY-067-rpt-acc-0022-spec.md - TST-PFM-QRY-068-rpt-acc-0023-spec.md - TST-PFM-QRY-069-rpt-acc-0024-spec.md - TST-PFM-QRY-070-rpt-acc-0150-spec.md - TST-PFM-QRY-071-rpt-acc-0151-spec.md - TST-PFM-QRY-072-rpt-acc-0152-spec.md - TST-PFM-QRY-073-rpt-acc-0153-spec.md - TST-PFM-QRY-074-rpt-acc-0154-spec.md - TST-PFM-QRY-075-rpt-acc-0155-spec.md - TST-PFM-QRY-076-rpt-acc-0156-spec.md - TST-PFM-QRY-077-rpt-acc-0157-spec.md - TST-PFM-QRY-078-rpt-acc-0158-spec.md - TST-PFM-QRY-079-rpt-acc-0159-spec.md - TST-PFM-QRY-080-rpt-acc-0160-spec.md - TST-PFM-QRY-081-rpt-acc-0161-spec.md - TST-PFM-QRY-082-rpt-acc-0162-spec.md - TST-PFM-QRY-083-rpt-acc-0163-spec.md - TST-PFM-QRY-084-rpt-acc-0164-spec.md - TST-PFM-QRY-085-rpt-acc-0165-spec.md - TST-PFM-QRY-086-rpt-acc-0166-spec.md - TST-PFM-QRY-087-rpt-acc-0167-spec.md - TST-PFM-QRY-088-rpt-acc-0168-spec.md - TST-PFM-QRY-089-rpt-acc-0230-spec.md - TST-PFM-QRY-090-rpt-acc-0231-spec.md - TST-PFM-QRY-091-rpt-acc-0232-spec.md - TST-PFM-QRY-092-rpt-acc-0235-spec.md - TST-PFM-QRY-093-rpt-acc-0237-spec.md - TST-PFM-QRY-094-rpt-acc-0238-spec.md - TST-PFM-QRY-095-rpt-acc-0239-spec.md - TST-PFM-QRY-096-rpt-acc-0240-spec.md - TST-PFM-QRY-097-rpt-acc-0241-spec.md - TST-PFM-QRY-098-rpt-acc-0251-spec.md - TST-PFM-QRY-099-rpt-acc-0255-spec.md - TST-PFM-QRY-100-rpt-acc-0257-spec.md - TST-PFM-QRY-101-rpt-acc-0340-spec.md - TST-PFM-QRY-102-rpt-acc-0341-spec.md - TST-PFM-QRY-103-rpt-acc-0342-spec.md - TST-PFM-QRY-104-rpt-acc-0343-spec.md - TST-PFM-QRY-105-rpt-acc-0344-spec.md - TST-PFM-QRY-106-rpt-acc-0345-spec.md - TST-PFM-QRY-107-rpt-acc-0346-spec.md - TST-PFM-QRY-108-rpt-acc-0347-spec.md - TST-PFM-QRY-109-rpt-acc-0348-spec.md - TST-PFM-QRY-110-rpt-acc-0349-spec.md - TST-PFM-QRY-111-rpt-acc-0350-spec.md - TST-PFM-QRY-112-rpt-acc-0351-spec.md - TST-PFM-QRY-113-rpt-acc-0353-spec.md - TST-PFM-QRY-114-rpt-acc-0354-spec.md - TST-PFM-QRY-115-rpt-acc-0355-spec.md - TST-PFM-QRY-116-rpt-acc-0356-spec.md - TST-PFM-QRY-117-rpt-acc-0357-spec.md - TST-PFM-QRY-118-rpt-acc-0358-spec.md - TST-PFM-QRY-119-rpt-acc-0359-spec.md - TST-PFM-QRY-120-rpt-acc-0360-spec.md - TST-PFM-QRY-121-rpt-acc-0080-spec.md - TST-PFM-QRY-122-rpt-acc-0081-spec.md - TST-PFM-QRY-123-rpt-acc-0082-spec.md - TST-PFM-QRY-124-rpt-acc-0083-spec.md - TST-PFM-QRY-125-rpt-acc-0084-spec.md - TST-PFM-QRY-126-rpt-acc-0085-spec.md - TST-PFM-QRY-127-rpt-acc-0086-spec.md - TST-PFM-QRY-128-rpt-acc-0087-spec.md - TST-PFM-QRY-129-rpt-acc-0088-spec.md - TST-PFM-QRY-130-rpt-acc-0091-spec.md - TST-PFM-QRY-131-rpt-acc-0092-spec.md - TST-PFM-QRY-132-rpt-acc-0093-spec.md - TST-PFM-QRY-133-rpt-acc-0094-spec.md - TST-PFM-QRY-134-rpt-acc-0095-spec.md - TST-PFM-QRY-135-rpt-acc-0420-spec.md - TST-PFM-QRY-136-rpt-acc-0421-spec.md - TST-PFM-QRY-137-rpt-acc-0422-spec.md - TST-PFM-QRY-138-rpt-acc-0423-spec.md - TST-PFM-QRY-139-rpt-acc-0424-spec.md - TST-PFM-QRY-140-rpt-acc-0425-spec.md - TST-PFM-QRY-141-rpt-acc-0426-spec.md - TST-PFM-QRY-142-rpt-acc-0427-spec.md - TST-PFM-QRY-143-rpt-acc-0428-spec.md - TST-PFM-QRY-144-rpt-acc-0429-spec.md - TST-PFM-QRY-145-rpt-acc-0430-spec.md - TST-PFM-QRY-146-rpt-acc-0431-spec.md - TST-PFM-QRY-147-rpt-acc-0432-spec.md - TST-PFM-QRY-148-rpt-acc-0433-spec.md - TST-PFM-QRY-149-rpt-acc-0434-spec.md - TST-PFM-QRY-150-rpt-acc-0436-spec.md - TST-PFM-QRY-151-rpt-acc-0437-spec.md - TST-PFM-QRY-152-rpt-acc-0438-spec.md - TST-PFM-QRY-153-rpt-acc-0439-spec.md - TST-PFM-QRY-154-quick-search-controlled-spec.md - TST-PFM-QRY-155-record-views-controlled-spec.md - TST-PFM-QRY-156-organizations-explorer-dev-spec.md - TST-PFM-QRY-157-queries-dev-spec.md - TST-PFM-QRY-158-query-schedules-dev-spec.md - TST-PFM-QRY-159-quick-search-dev-spec.md - TST-PFM-QRY-160-record-explorer-dev-spec.md - TST-PFM-QRY-161-record-links-dev-spec.md - TST-PFM-QRY-162-record-views-dev-spec.md - TST-PFM-QRY-163-saved-query-parameters-dev-spec.md - TST-PFM-QRY-164-subledger-query-walk-dev-spec.md - TST-PFM-QRY-165-custom-query-tables-spec.md - TST-PFM-QRY-166-dashboard-lab-mock-spec.md - TST-PFM-QRY-167-dashboard-unsaved-mock-spec.md - TST-PFM-QRY-168-data-exports-mock-spec.md - TST-PFM-QRY-169-query-schedules-mock-spec.md - TST-PFM-QRY-170-record-explorer-access-mock-spec.md - TST-PFM-QRY-171-record-explorer-ask-mock-spec.md - TST-PFM-QRY-172-record-explorer-views-mock-spec.md - TST-PFM-QRY-173-record-links-spec.md - TST-PFM-QRY-174-relative-date-builder-compat-mock-spec.md - TST-PFM-QRY-175-relative-date-builder-mock-spec.md - TST-PFM-QRY-176-relative-dates-mock-spec.md - TST-PFM-QRY-177-reporting-access-mock-spec.md - TST-PFM-QRY-178-reporting-catalog-mock-spec.md - TST-PFM-QRY-179-reporting-classic-mock-spec.md - TST-PFM-QRY-180-reporting-delete-mock-spec.md - TST-PFM-QRY-181-reporting-export-mock-spec.md - TST-PFM-QRY-182-reporting-print-mock-spec.md - TST-PFM-QRY-183-reporting-sharing-mock-spec.md - TST-PFM-QRY-184-reporting-system-dashboard-mock-spec.md - TST-PFM-QRY-185-saved-query-parameters-spec.md - TST-PFM-QRY-186-controller-test.md - TST-PFM-QRY-187-data-exports-e2e-spec.md - TST-PFM-QRY-188-data-export-artifacts-table-integration-spec.md - TST-PFM-QRY-189-data-export-definitions-table-integration-spec.md - TST-PFM-QRY-190-data-export-deliveries-table-integration-spec.md - TST-PFM-QRY-191-data-export-executions-table-integration-spec.md - TST-PFM-QRY-192-export-coverage-datasets-table-integration-spec.md - TST-PFM-QRY-193-admit-execution-integration-spec.md - TST-PFM-QRY-194-reconcile-coverage-integration-spec.md - TST-PFM-QRY-195-tenant-participant-integration-spec.md - TST-PFM-QRY-196-artifacts-integration-spec.md - TST-PFM-QRY-197-definitions-integration-spec.md - TST-PFM-QRY-198-deliveries-integration-spec.md - TST-PFM-QRY-199-delivery-attempts-integration-spec.md - TST-PFM-QRY-200-destinations-integration-spec.md - TST-PFM-QRY-201-executions-integration-spec.md - TST-PFM-QRY-202-executions-queries-integration-spec.md - TST-PFM-QRY-203-notices-integration-spec.md - TST-PFM-QRY-204-parts-integration-spec.md - TST-PFM-QRY-205-volumes-integration-spec.md - TST-PFM-QRY-206-contract-spec.md - TST-PFM-QRY-207-reconcile-coverage-spec.md - TST-PFM-QRY-208-explorer-navigation-api-e2e-spec.md - TST-PFM-QRY-209-explorer-preferences-api-e2e-spec.md - TST-PFM-QRY-210-explorer-views-api-e2e-spec.md - TST-PFM-QRY-211-recipe-anchors-integration-spec.md - TST-PFM-QRY-212-custom-object-navigation-integration-spec.md - TST-PFM-QRY-213-navigation-sessions-integration-spec.md - TST-PFM-QRY-214-explorer-navigation-sessions-integration-spec.md - TST-PFM-QRY-215-explorer-navigation-sessions-queries-integration-spec.md - TST-PFM-QRY-216-explorer-view-preferences-integration-spec.md - TST-PFM-QRY-217-explorer-view-preferences-queries-integration-spec.md - TST-PFM-QRY-218-explorer-views-integration-spec.md - TST-PFM-QRY-219-explorer-views-queries-integration-spec.md - TST-PFM-QRY-220-select-record-ids-integration-spec.md - TST-PFM-QRY-221-explorer-permission-keys-spec.md - TST-PFM-QRY-222-custom-object-datasets-e2e-spec.md - TST-PFM-QRY-223-custom-tables-e2e-spec.md - TST-PFM-QRY-224-dataset-effective-permissions-e2e-spec.md - TST-PFM-QRY-225-datasets-e2e-spec.md - TST-PFM-QRY-226-date-expressions-e2e-spec.md - TST-PFM-QRY-227-generate-query-e2e-spec.md - TST-PFM-QRY-228-llm-usage-e2e-spec.md - TST-PFM-QRY-229-query-recipes-e2e-spec.md - TST-PFM-QRY-230-query-schedules-e2e-spec.md - TST-PFM-QRY-231-read-tier-e2e-spec.md - TST-PFM-QRY-232-report-exports-e2e-spec.md - TST-PFM-QRY-233-reports-e2e-spec.md - TST-PFM-QRY-234-saved-queries-e2e-spec.md - TST-PFM-QRY-235-system-queries-e2e-spec.md - TST-PFM-QRY-236-query-generations-table-integration-spec.md - TST-PFM-QRY-237-query-recipes-table-integration-spec.md - TST-PFM-QRY-238-registered-query-objects-table-integration-spec.md - TST-PFM-QRY-239-registered-query-picks-table-integration-spec.md - TST-PFM-QRY-240-report-shared-roles-table-integration-spec.md - TST-PFM-QRY-241-report-sources-table-integration-spec.md - TST-PFM-QRY-242-reports-table-integration-spec.md - TST-PFM-QRY-243-saved-queries-table-integration-spec.md - TST-PFM-QRY-244-saved-query-shared-roles-table-integration-spec.md - TST-PFM-QRY-245-dataset-catalog-integration-spec.md - TST-PFM-QRY-246-custom-table-analysis-integration-spec.md - TST-PFM-QRY-247-custom-table-assignment-integration-spec.md - TST-PFM-QRY-248-custom-table-lifecycle-integration-spec.md - TST-PFM-QRY-249-custom-table-pinning-integration-spec.md - TST-PFM-QRY-250-custom-table-revalidation-integration-spec.md - TST-PFM-QRY-251-association-families-integration-spec.md - TST-PFM-QRY-252-custom-object-exposure-integration-spec.md - TST-PFM-QRY-253-dataset-declarations-integration-spec.md - TST-PFM-QRY-254-dataset-effective-permissions-integration-spec.md - TST-PFM-QRY-255-dataset-grants-integration-spec.md - TST-PFM-QRY-256-dataset-scope-integration-spec.md - TST-PFM-QRY-257-describe-affiliations-integration-spec.md - TST-PFM-QRY-258-describe-configured-relationships-integration-spec.md - TST-PFM-QRY-259-describe-custom-objects-integration-spec.md - TST-PFM-QRY-260-describe-dataset-mapping-integration-spec.md - TST-PFM-QRY-261-describe-dataset-integration-spec.md - TST-PFM-QRY-262-describe-discovery-integration-spec.md - TST-PFM-QRY-263-description-stamp-coverage-integration-spec.md - TST-PFM-QRY-264-shared-description-cache-integration-spec.md - TST-PFM-QRY-265-affiliation-queries-integration-spec.md - TST-PFM-QRY-266-compile-predicates-integration-spec.md - TST-PFM-QRY-267-configured-relationship-queries-integration-spec.md - TST-PFM-QRY-268-contact-affiliation-fields-integration-spec.md - TST-PFM-QRY-269-contact-pick-flattening-integration-spec.md - TST-PFM-QRY-270-current-user-criterion-integration-spec.md - TST-PFM-QRY-271-custom-dataset-isolation-integration-spec.md - TST-PFM-QRY-272-custom-dataset-queries-integration-spec.md - TST-PFM-QRY-273-custom-field-queries-integration-spec.md - TST-PFM-QRY-274-custom-object-queries-integration-spec.md - TST-PFM-QRY-275-custom-table-joins-integration-spec.md - TST-PFM-QRY-276-discovery-defaults-integration-spec.md - TST-PFM-QRY-277-display-links-integration-spec.md - TST-PFM-QRY-278-enumerate-records-integration-spec.md - TST-PFM-QRY-279-find-record-ids-integration-spec.md - TST-PFM-QRY-280-input-edges-integration-spec.md - TST-PFM-QRY-281-ordered-record-ids-integration-spec.md - TST-PFM-QRY-282-organization-hierarchy-queries-integration-spec.md - TST-PFM-QRY-283-plan-and-compile-query-integration-spec.md - TST-PFM-QRY-284-polymorphic-references-integration-spec.md - TST-PFM-QRY-285-project-records-integration-spec.md - TST-PFM-QRY-286-query-aggregates-integration-spec.md - TST-PFM-QRY-287-query-totals-integration-spec.md - TST-PFM-QRY-288-query-value-conversions-integration-spec.md - TST-PFM-QRY-289-read-only-execution-integration-spec.md - TST-PFM-QRY-290-recently-viewed-scope-integration-spec.md - TST-PFM-QRY-291-record-bindings-integration-spec.md - TST-PFM-QRY-292-record-id-sets-integration-spec.md - TST-PFM-QRY-293-reference-display-values-integration-spec.md - TST-PFM-QRY-294-relative-dates-integration-spec.md - TST-PFM-QRY-295-resolve-date-expressions-integration-spec.md - TST-PFM-QRY-296-run-query-integration-spec.md - TST-PFM-QRY-297-system-mode-integration-spec.md - TST-PFM-QRY-298-two-stage-paging-integration-spec.md - TST-PFM-QRY-299-user-joins-integration-spec.md - TST-PFM-QRY-300-custom-object-export-integration-spec.md - TST-PFM-QRY-301-query-export-routes-integration-spec.md - TST-PFM-QRY-302-run-query-export-integration-spec.md - TST-PFM-QRY-303-evaluation-scenarios-integration-spec.md - TST-PFM-QRY-304-generate-query-context-integration-spec.md - TST-PFM-QRY-305-generate-query-tools-integration-spec.md - TST-PFM-QRY-306-run-generation-integration-spec.md - TST-PFM-QRY-307-start-and-reconcile-generations-integration-spec.md - TST-PFM-QRY-308-validate-generated-query-integration-spec.md - TST-PFM-QRY-309-configuration-rows-queries-integration-spec.md - TST-PFM-QRY-310-database-tables-integration-spec.md - TST-PFM-QRY-311-database-tables-queries-integration-spec.md - TST-PFM-QRY-312-query-description-stamps-queries-integration-spec.md - TST-PFM-QRY-313-query-exports-integration-spec.md - TST-PFM-QRY-314-query-exports-queries-integration-spec.md - TST-PFM-QRY-315-query-generations-integration-spec.md - TST-PFM-QRY-316-query-generations-queries-integration-spec.md - TST-PFM-QRY-317-query-recipes-queries-integration-spec.md - TST-PFM-QRY-318-query-schedules-integration-spec.md - TST-PFM-QRY-319-query-schedules-queries-integration-spec.md - TST-PFM-QRY-320-registered-query-objects-integration-spec.md - TST-PFM-QRY-321-registered-query-objects-queries-integration-spec.md - TST-PFM-QRY-322-reports-integration-spec.md - TST-PFM-QRY-323-reports-queries-integration-spec.md - TST-PFM-QRY-324-saved-queries-integration-spec.md - TST-PFM-QRY-325-saved-queries-queries-integration-spec.md - TST-PFM-QRY-326-register-query-recipes-integration-spec.md - TST-PFM-QRY-327-query-recipe-library-integration-spec.md - TST-PFM-QRY-328-recipe-draft-descriptions-integration-spec.md - TST-PFM-QRY-329-affiliation-registration-integration-spec.md - TST-PFM-QRY-330-pick-views-integration-spec.md - TST-PFM-QRY-331-query-sources-integration-spec.md - TST-PFM-QRY-332-register-query-application-integration-spec.md - TST-PFM-QRY-333-render-report-integration-spec.md - TST-PFM-QRY-334-report-exports-integration-spec.md - TST-PFM-QRY-335-report-library-integration-spec.md - TST-PFM-QRY-336-report-readability-integration-spec.md - TST-PFM-QRY-337-staff-access-integration-spec.md - TST-PFM-QRY-338-staff-grant-access-integration-spec.md - TST-PFM-QRY-339-browse-saved-query-library-integration-spec.md - TST-PFM-QRY-340-marketing-record-ids-invocation-integration-spec.md - TST-PFM-QRY-341-record-ids-invocation-integration-spec.md - TST-PFM-QRY-342-relative-dates-integration-spec.md - TST-PFM-QRY-343-run-with-refinement-integration-spec.md - TST-PFM-QRY-344-saved-query-library-integration-spec.md - TST-PFM-QRY-345-saved-query-narrowing-integration-spec.md - TST-PFM-QRY-346-saved-query-parameters-integration-spec.md - TST-PFM-QRY-347-saved-query-record-ids-integration-spec.md - TST-PFM-QRY-348-validate-definition-integration-spec.md - TST-PFM-QRY-349-query-schedule-routes-integration-spec.md - TST-PFM-QRY-350-scheduled-delivery-integration-spec.md - TST-PFM-QRY-351-scheduled-report-delivery-integration-spec.md - TST-PFM-QRY-352-scheduled-report-purpose-integration-spec.md - TST-PFM-QRY-353-smoke.md - TST-PFM-QRY-354-print-excel-contract-render-spec.md - TST-PFM-QRY-355-real-chromium-render-spec.md - TST-PFM-QRY-356-custom-tables-column-key-spec.md - TST-PFM-QRY-357-queries-api-mapper-spec.md - TST-PFM-QRY-358-query-schedules-api-mapper-spec.md - TST-PFM-QRY-359-reports-api-mapper-spec.md - TST-PFM-QRY-360-renderer-image-spec.md - TST-PFM-QRY-361-dataset-permission-keys-spec.md - TST-PFM-QRY-362-dashboard-sources-spec.md - TST-PFM-QRY-363-generate-query-scenarios-spec.md - TST-PFM-QRY-364-live-gate-spec.md - TST-PFM-QRY-365-report-spec.md - TST-PFM-QRY-366-score-answer-spec.md - TST-PFM-QRY-367-llm-usage-datasets-spec.md - TST-PFM-QRY-368-queries-route-slice-size-spec.md - TST-PFM-QRY-369-read-tier-keys-spec.md - TST-PFM-QRY-370-analyze-sql-definitions-spec.md - TST-PFM-QRY-371-analyze-sql-refusals-spec.md - TST-PFM-QRY-372-assignment-visibility-spec.md - TST-PFM-QRY-373-column-review-spec.md - TST-PFM-QRY-374-parameterized-sql-spec.md - TST-PFM-QRY-375-placeholders-spec.md - TST-PFM-QRY-376-query-source-warnings-spec.md - TST-PFM-QRY-377-revalidation-check-spec.md - TST-PFM-QRY-378-version-changes-spec.md - TST-PFM-QRY-379-build-identity-spec.md - TST-PFM-QRY-380-description-cache-spec.md - TST-PFM-QRY-381-may-query-sensitive-dataset-spec.md - TST-PFM-QRY-382-owner-dataset-authorization-spec.md - TST-PFM-QRY-383-shared-description-cache-spec.md - TST-PFM-QRY-384-as-of-environment-spec.md - TST-PFM-QRY-385-compile-query-input-edges-spec.md - TST-PFM-QRY-386-compile-query-spec.md - TST-PFM-QRY-387-configured-join-aliases-spec.md - TST-PFM-QRY-388-custom-object-compilation-spec.md - TST-PFM-QRY-389-custom-source-compilation-spec.md - TST-PFM-QRY-390-linked-matches-and-exists-spec.md - TST-PFM-QRY-391-polymorphic-record-binding-spec.md - TST-PFM-QRY-392-record-binding-spec.md - TST-PFM-QRY-393-two-stage-paging-spec.md - TST-PFM-QRY-394-csv-writer-spec.md - TST-PFM-QRY-395-download-tokens-spec.md - TST-PFM-QRY-396-export-files-spec.md - TST-PFM-QRY-397-export-queue-spec.md - TST-PFM-QRY-398-xlsx-writer-spec.md - TST-PFM-QRY-399-generate-query-context-spec.md - TST-PFM-QRY-400-generate-query-prompt-spec.md - TST-PFM-QRY-401-generate-query-tools-spec.md - TST-PFM-QRY-402-generated-query-outcome-spec.md - TST-PFM-QRY-403-generation-problem-codes-spec.md - TST-PFM-QRY-404-generation-runner-spec.md - TST-PFM-QRY-405-query-dictionary-spec.md - TST-PFM-QRY-406-validate-generated-query-spec.md - TST-PFM-QRY-407-database-tables-spec.md - TST-PFM-QRY-408-same-read-definition-spec.md - TST-PFM-QRY-409-api-interception-spec.md - TST-PFM-QRY-410-print-excel-answer-spec.md - TST-PFM-QRY-411-report-access-spec.md - TST-PFM-QRY-412-person-execution-keys-spec.md - TST-PFM-QRY-413-saved-query-access-spec.md - TST-PFM-QRY-414-query-summaries-spec.md - TST-PFM-QRY-415-scheduled-report-delivery-spec.md - TST-PFM-QRY-416-system-route-precedence-spec.md - TST-PFM-QRY-417-quick-search-access-e2e-spec.md - TST-PFM-QRY-418-quick-search-configurations-e2e-spec.md - TST-PFM-QRY-419-quick-search-route-grants-e2e-spec.md - TST-PFM-QRY-420-quick-search-configurations-table-integration-spec.md - TST-PFM-QRY-421-quick-search-documents-table-integration-spec.md - TST-PFM-QRY-422-quick-search-index-states-table-integration-spec.md - TST-PFM-QRY-423-quick-search-rebuild-jobs-table-integration-spec.md - TST-PFM-QRY-424-quick-search-archived-field-integration-spec.md - TST-PFM-QRY-425-quick-search-rebuild-resilience-integration-spec.md - TST-PFM-QRY-426-quick-search-rebuild-integration-spec.md - TST-PFM-QRY-427-apply-configuration-integration-spec.md - TST-PFM-QRY-428-degrade-fields-integration-spec.md - TST-PFM-QRY-429-field-eligibility-integration-spec.md - TST-PFM-QRY-430-projection-integration-spec.md - TST-PFM-QRY-431-provision-integration-spec.md - TST-PFM-QRY-432-discoverable-attribute-integration-spec.md - TST-PFM-QRY-433-handle-change-events-integration-spec.md - TST-PFM-QRY-434-index-records-integration-spec.md - TST-PFM-QRY-435-purge-tombstones-integration-spec.md - TST-PFM-QRY-436-reconcile-integration-spec.md - TST-PFM-QRY-437-reindex-integration-spec.md - TST-PFM-QRY-438-resubmit-targets-integration-spec.md - TST-PFM-QRY-439-tenant-participant-integration-spec.md - TST-PFM-QRY-440-tenant-participant-provisioning-integration-spec.md - TST-PFM-QRY-441-wipe-integration-spec.md - TST-PFM-QRY-442-configurations-integration-spec.md - TST-PFM-QRY-443-documents-integration-spec.md - TST-PFM-QRY-444-index-states-integration-spec.md - TST-PFM-QRY-445-rebuild-jobs-integration-spec.md - TST-PFM-QRY-446-request-rebuild-integration-spec.md - TST-PFM-QRY-447-algolia-isolation-provider-spec.md - TST-PFM-QRY-448-quick-search-api-mapper-spec.md - TST-PFM-QRY-449-quick-search-permission-keys-spec.md - TST-PFM-QRY-450-quick-search-field-list-spec.md - TST-PFM-QRY-451-record-types-spec.md - TST-PFM-QRY-452-degrade-fields-spec.md - TST-PFM-QRY-453-field-eligibility-spec.md - TST-PFM-QRY-454-build-documents-spec.md - TST-PFM-QRY-455-display-images-spec.md - TST-PFM-QRY-456-handle-change-events-spec.md - TST-PFM-QRY-457-maintenance-pass-spec.md - TST-PFM-QRY-458-tenant-participant-spec.md - TST-PFM-QRY-459-algolia-provider-spec.md - TST-PFM-QRY-460-credentials-spec.md - TST-PFM-QRY-461-documents-spec.md - TST-PFM-QRY-462-filters-spec.md - TST-PFM-QRY-463-settings-spec.md - TST-PFM-QRY-464-provider-spec.md - TST-PFM-QRY-465-record-type-source-spec.md - TST-PFM-QRY-466-request-rebuild-spec.md - TST-PFM-QRY-467-snapshots-e2e-spec.md - TST-PFM-QRY-468-snapshot-runs-accounting-writer-integration-spec.md - TST-PFM-QRY-469-snapshot-runs-capability-writer-role-integration-spec.md - TST-PFM-QRY-470-snapshot-runs-writer-grants-reassert-integration-spec.md - TST-PFM-QRY-471-snapshot-runs-table-integration-spec.md - TST-PFM-QRY-472-snapshot-pipeline-integration-spec.md - TST-PFM-QRY-473-snapshot-runs-queries-integration-spec.md - TST-PFM-QRY-474-snapshot-tenant-policies-integration-spec.md - TST-PFM-QRY-475-snapshots-configuration-spec.md reports: - DESIGN-EXAMINATION-2026-10-23.md - EXAMINATION-2026-10-22.md - TESTING-EXAMINATION-2026-10-23.md --- # Questions, record exploration and data delivery ## Purpose This module supports questions over application data and the reusable work built around their answers. It groups dataset discovery, saved questions, record-list exploration, report presentation, file output and recurring delivery. It also hosts typed record lookup, the administrative foundation for portable workspace packages and a shared monthly history ledger. Rhythm staff have separate cross-customer analysis and operational surfaces. ## Boundary Applications retain ownership of their records and metadata. This module provides definitions and execution surfaces that refer to those records. Security owns authorization, AI owns model metering, communications owns message delivery and operations owns bulk changes. Connections supply export destinations. Applications declare their own snapshot types and supply the historical rows; Accounting retains responsibility for ledger calculations and fiscal behavior. ## Features | Feature | Name | Intent | Concepts | Capabilities | Journeys | |---|---|---|---|---|---| | `FEAT-PFM-QRY-01` | Dataset access and querying | proposed | 1 | 6 | 0 | | `FEAT-PFM-QRY-02` | Reusable questions | proposed | 1 | 3 | 1 | | `FEAT-PFM-QRY-03` | Working with record lists | proposed | 0 | 2 | 1 | | `FEAT-PFM-QRY-04` | Report presentation | proposed | 1 | 3 | 1 | | `FEAT-PFM-QRY-05` | Files and scheduled delivery | proposed | 1 | 2 | 1 | | `FEAT-PFM-QRY-06` | Record lookup | proposed | 1 | 2 | 1 | | `FEAT-PFM-QRY-07` | Workspace export administration | proposed | 0 | 1 | 1 | | `FEAT-PFM-QRY-08` | Monthly history | proposed | 1 | 1 | 0 | ## Capabilities | Id | Feature | Outcome | Intent | Implementation evidence | |---|---|---|---|---| | `CAP-PFM-QRY-001` | `FEAT-PFM-QRY-01` | Discover the data available for questions | confirmed | observed | | `CAP-PFM-QRY-002` | `FEAT-PFM-QRY-01` | Answer a question within the reader’s access | proposed | observed | | `CAP-PFM-QRY-003` | `FEAT-PFM-QRY-01` | Draft a query from a written request | proposed | observed | | `CAP-PFM-QRY-004` | `FEAT-PFM-QRY-01` | Answer operational questions across customers | proposed | observed | | `CAP-PFM-QRY-005` | `FEAT-PFM-QRY-01` | Provide a customer with a tailored dataset | proposed | observed | | `CAP-PFM-QRY-006` | `FEAT-PFM-QRY-02` | Save and share reusable questions | confirmed | observed | | `CAP-PFM-QRY-007` | `FEAT-PFM-QRY-02` | Run a saved question for the current reader | proposed | observed | | `CAP-PFM-QRY-008` | `FEAT-PFM-QRY-02` | Begin a question from an application recipe | confirmed | observed | | `CAP-PFM-QRY-009` | `FEAT-PFM-QRY-03` | Organize reusable views of record lists | proposed | observed | | `CAP-PFM-QRY-010` | `FEAT-PFM-QRY-03` | Review and select records from a list | proposed | observed | | `CAP-PFM-QRY-011` | `FEAT-PFM-QRY-04` | Maintain a shared report library | confirmed | observed | | `CAP-PFM-QRY-012` | `FEAT-PFM-QRY-04` | Combine saved questions in a dashboard | confirmed | observed | | `CAP-PFM-QRY-013` | `FEAT-PFM-QRY-04` | Render a report for download | proposed | observed | | `CAP-PFM-QRY-014` | `FEAT-PFM-QRY-05` | Download the complete answer to a query | confirmed | observed | | `CAP-PFM-QRY-015` | `FEAT-PFM-QRY-05` | Deliver recurring query and report files | confirmed | observed | | `CAP-PFM-QRY-016` | `FEAT-PFM-QRY-06` | Find people and organizations while typing | proposed | observed | | `CAP-PFM-QRY-017` | `FEAT-PFM-QRY-06` | Maintain the fields and freshness of Quick Search | proposed | observed | | `CAP-PFM-QRY-018` | `FEAT-PFM-QRY-07` | Request a portable workspace data package | confirmed | partially-observed | | `CAP-PFM-QRY-019` | `FEAT-PFM-QRY-08` | Preserve and inspect monthly data snapshots | confirmed | observed | | `CAP-PFM-QRY-020` | `FEAT-PFM-QRY-01` | Evaluate dated conditions for named records | proposed | observed | ## Journeys | Id | Feature | Walkthrough | Intent | Browser policy | |---|---|---|---|---| | `JNY-PFM-QRY-001` | `FEAT-PFM-QRY-04` | Keep a finance report and share the copy | confirmed | required | | `JNY-PFM-QRY-002` | `FEAT-PFM-QRY-02` | Reuse a question for morning delivery | proposed | required | | `JNY-PFM-QRY-003` | `FEAT-PFM-QRY-03` | Work through a filtered contact list | proposed | optional | | `JNY-PFM-QRY-004` | `FEAT-PFM-QRY-05` | Deliver a dashboard and recover lost access | proposed | required | | `JNY-PFM-QRY-005` | `FEAT-PFM-QRY-06` | Configure a search field and look up records | proposed | optional | | `JNY-PFM-QRY-006` | `FEAT-PFM-QRY-07` | Configure and admit a workspace export | confirmed | optional | ## Testing Layers Feature suites collect cumulative outcomes across their capabilities. Capability test specifications define the detailed examples and ten-category coverage maps. The executable register records the existing files, their dependency boundaries and the assertions bound to those examples; unbound examples and unmapped files remain explicit findings. Every registered suite remains unrun and its conformance remains unverified at the pinned revisions. ## Testing Continuation The continuation activates three inspected feature chains for report sharing, scheduled-delivery recovery and small snapshot rerun validation. All capability categories retain an example, an explained exclusion or a finding. Registered application suites remain unrun; the examination verifies their source boundaries and does not qualify a deployment.