--- id: CAP-PFM-QRY-012 title: Combine saved questions in a dashboard feature: FEAT-PFM-QRY-04 product_area: platform module: queries revision: 1 status: draft product_intent: confirmed implementation_evidence: observed supersedes: - CAP-RPT-DSH-001 - CAP-RPT-DSH-002 - CAP-RPT-DSH-003 - CAP-RPT-DSH-004 - CAP-RPT-DSH-005 - CAP-RPT-DSH-006 - CAP-RPT-DSH-007 - CAP-RPT-DSH-008 - CAP-RPT-DSH-009 - CAP-RPT-DSH-010 - CAP-RPT-DSH-011 - CAP-RPT-DSH-012 - CAP-RPT-DSH-013 - CAP-RPT-DSH-014 - CAP-RPT-DSH-015 - CAP-RPT-DSH-016 - CAP-RPT-DSH-017 - CAP-RPT-DSH-018 - CAP-RPT-DSH-019 - CAP-RPT-DSH-020 - CAP-RPT-DSH-021 - CAP-RPT-DSH-022 source_sha: services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - 'services-platform:docs/milestones/plans/RPT-M1-plan.md#D3' purpose: Present several saved questions together while keeping their source dependencies and viewer access visible. outcomes: - Several questions contribute to one presentation. - Sharing respects all source audiences. - Unavailable widget data can fail independently. concepts: - CON-PFM-QRY-003 actors: - ACT-PFM-013 - ACT-PFM-007 surfaces: - console - api preconditions: [] postconditions: [] permissions: - key: platform.reports.use where_checked: api scope: tenant - key: platform.reports.share where_checked: service scope: record - key: platform.reports.manage where_checked: service scope: record rules: - id: BR-CAP-PFM-QRY-012-01 proved_by: [ATS-PFM-QRY-012-01, TST-PFM-QRY-233] statement: >- Dashboards are reports without a single direct saved-query source, reject that direct source field, and differ from other report kinds that require it. kind: validation enforced_at: - service - database must_prove: true provenance: test source: >- services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses a dashboard naming a saved_query_id of its own as 400 origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - id: BR-CAP-PFM-QRY-012-02 proved_by: [ATS-PFM-QRY-012-02, TST-PFM-QRY-233] statement: >- Dashboard saves record up to fifty distinct widget sources in first-widget order and reject larger source sets without writing. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#answers its sources once each, in widget order, with their names and applications origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - id: BR-CAP-PFM-QRY-012-03 proved_by: [ATS-PFM-QRY-012-03, TST-PFM-QRY-096, TST-PFM-QRY-233, TST-PFM-QRY-335] statement: >- Every widget source must be visible to the author, and an inaccessible source produces a refusal locating its widget. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses a widget over a saved query the caller may not see as 400 naming the widget at definition origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - id: BR-CAP-PFM-QRY-012-04 proved_by: [ATS-PFM-QRY-011-15, ATS-PFM-QRY-012-04, ATS-PFM-QRY-012-11, TST-PFM-QRY-054, TST-PFM-QRY-095, TST-PFM-QRY-233] statement: >- Dashboard audiences cannot exceed any source audience, with the first narrower source in widget order identified. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses a dashboard shared wider than one of its sources as 409, naming that source origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - id: BR-CAP-PFM-QRY-012-05 proved_by: [ATS-PFM-QRY-012-05, TST-PFM-QRY-233] statement: A query used by a dashboard source cannot be deleted while that dependency remains. kind: policy enforced_at: - service - database must_prove: true provenance: test source: >- services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses to delete a saved query one of its widgets draws on as 409 saved_query_reported origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - id: BR-CAP-PFM-QRY-012-06 proved_by: [ATS-PFM-QRY-012-06, TST-PFM-QRY-233] statement: Dashboard change warnings reflect source-definition changes rather than source renames alone. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#does not answer saved_query_changed after a source is only renamed, because its data did not change (DEF-RPT-0640) origin: none - id: BR-CAP-PFM-QRY-012-07 proved_by: [ATS-PFM-QRY-012-07, TST-PFM-QRY-335] statement: >- For a source the reader cannot see, dashboard source metadata returns only identity and change state, withholding its name. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-platform:modules/queries/tests/integration/services/reports/report-library.integration.spec.js#answers a reader only the id and the change of a source narrowed since the dashboard was shared origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - id: BR-CAP-PFM-QRY-012-08 proved_by: [ATS-PFM-QRY-012-08] statement: >- A dashboard with sources passes catalog filtering when at least one visible source has an accessible base dataset; a dashboard without sources also passes. kind: policy enforced_at: - service must_prove: true provenance: observed source: 'services-platform:modules/queries/services/reports/report-library.ts:readableReports' origin: 'services-platform:docs/milestones/plans/RPT-M1-plan.md#D3' - id: BR-CAP-PFM-QRY-012-09 proved_by: [ATS-PFM-QRY-012-09, ATS-PFM-QRY-012-12, ATS-PFM-QRY-013-13, TST-PFM-QRY-097] statement: >- Widgets run their own saved queries as the viewer, apply narrowing dashboard filters and fail independently when a source is unavailable. kind: policy enforced_at: - service - console must_prove: true provenance: documented source: 'services-platform:docs/queries/reports.md#6. Dashboards' origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' - id: BR-CAP-PFM-QRY-012-10 proved_by: [ATS-PFM-QRY-012-10, TST-PFM-QRY-233] statement: Platform preserves dashboard layout content exactly and interprets only widget source-query identities. kind: invariant enforced_at: - service must_prove: true provenance: test source: >- services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#answers the definition exactly as it was sent, widgets, filters and layouts untouched origin: 'services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)' scenarios: - id: SC-CAP-PFM-QRY-012-01 given: A dashboard includes a source visible only to selected finance users. when: Its author attempts organization sharing. then: The refusal identifies the source with the narrower audience. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0009.spec.ts#RPT-ACC-0009 edge_cases: [] constraints: [] depends_on: - CAP-PFM-QRY-011 - CAP-PFM-QRY-007 related: - CAP-PFM-QRY-011 - CAP-PFM-QRY-013 journeys: [] open_questions: [] operations: - createReport - updateReport - getReport tables: - report-sources.table.ts evidence: - >- Pinned reference: react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0009.spec.ts - 'Pinned reference: services-platform:docs/milestones/plans/RPT-M1-plan.md' - 'Pinned reference: services-platform:docs/queries/reports.md' - 'Pinned reference: services-platform:modules/queries/services/reports/report-library.ts' - 'Pinned reference: services-platform:modules/queries/tests/e2e/reports.e2e.spec.js' - >- Pinned reference: services-platform:modules/queries/tests/integration/services/reports/report-library.integration.spec.js controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-DAT-004, TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-VEN-001, TC-VEN-002, TC-VEN-003] exercised_by: [FAS-PFM-QRY-04-01, FAS-PFM-QRY-04-03, FAS-PFM-QRY-04-04, FAS-PFM-QRY-04-05] suites: [TST-PFM-QRY-054, TST-PFM-QRY-095, TST-PFM-QRY-096, TST-PFM-QRY-097, TST-PFM-QRY-233, TST-PFM-QRY-335] --- # Combine saved questions in a dashboard ## Purpose Present several saved questions together while keeping their source dependencies and viewer access visible. ## How It Works An author arranges widgets in a dashboard. The saved layout identifies the questions each widget uses. Platform extracts those source dependencies while preserving the layout. Sharing is checked against every source audience. Readers run each widget with their own access. A source that becomes unavailable can fail independently of the others. Source changes flag the dashboard for review. The catalog’s source check permits an empty dashboard and does not prove every widget will execute successfully. ## Relationships Dashboard composition specializes the report catalog and resolves several saved-question sources.