--- id: JNY-PFM-QRY-001 title: Keep a finance report and share the copy feature: FEAT-PFM-QRY-04 product_area: platform module: queries revision: 1 status: draft product_intent: confirmed implementation_evidence: observed supersedes: - RPT-ACC-0002 - RPT-ACC-0003 - RPT-ACC-0006 - RPT-ACC-0008 - RPT-ACC-0154 source_sha: services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f actor: ACT-PFM-013 goal: Create a personal version of a built-in finance report and make it usable by the finance team. capabilities: - CAP-PFM-QRY-011 - CAP-PFM-QRY-007 - CAP-PFM-QRY-006 screens: - '/console/{tenantId}/reports' - '/console/{tenantId}/reports/{reportId}' - '/console/{tenantId}/queries' steps: - 'n': 1 surface: '/console/{tenantId}/reports' action: Browse the built-in reports in the catalog. capability: CAP-PFM-QRY-011 expected: The catalog identifies the presentations supplied by Rhythm. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - 'n': 2 surface: '/console/{tenantId}/reports/{reportId}' action: Run Subledger Entries for the chosen fiscal period. capability: CAP-PFM-QRY-007 expected: >- The displayed debits and credits agree with the prepared ledger; the built-in presentation offers a personal copy. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - 'n': 3 surface: '/console/{tenantId}/reports/{reportId}' action: Change the grouping and save a named copy. capability: CAP-PFM-QRY-011 expected: The new report belongs to the controller and begins with a private audience. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - 'n': 4 surface: '/console/{tenantId}/reports/{reportId}' action: Attempt to share the copy with the finance role. capability: CAP-PFM-QRY-011 expected: The refusal identifies the source query whose audience does not include that role. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - 'n': 5 surface: updateSavedQuery action: Give the source saved query the finance role as its audience. capability: CAP-PFM-QRY-006 expected: The query becomes available to members of that role. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - 'n': 6 surface: '/console/{tenantId}/reports/{reportId}' action: Repeat the report-sharing request. capability: CAP-PFM-QRY-011 expected: The report now displays a role-based audience. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - 'n': 7 surface: '/console/{tenantId}/reports' action: Have a finance colleague find and open the shared report. capability: CAP-PFM-QRY-007 expected: >- The colleague sees the copied layout and permitted figures, with copying available and editing unavailable. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - 'n': 8 surface: '/console/{tenantId}/queries' action: Attempt to restrict the source query to the controller alone. capability: CAP-PFM-QRY-006 expected: The refusal names the report that still depends on the broader audience. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0008.spec.ts#RPT-ACC-0008 alternates: - from_step: 3 condition: Another copy of the same built-in report is needed. path: Save a second copy under a different name. outcome: Both copies exist independently. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0003.spec.ts#RPT-ACC-0003 failures: - from_step: 7 condition: A role member cannot query the underlying ledger. path: Browse the report catalog as that person. outcome: The inaccessible ledger report is absent from the results. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/classic-subledger/RPT-ACC-0154.spec.ts#RPT-ACC-0154 - from_step: 7 condition: The colleague submits a change to the controller’s copy. path: The service rejects the unauthorized edit. outcome: The stored presentation remains unchanged. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 rules_in_play: - BR-CAP-PFM-QRY-011-03 - BR-CAP-PFM-QRY-011-04 - BR-CAP-PFM-QRY-011-05 - BR-CAP-PFM-QRY-011-07 - BR-CAP-PFM-QRY-007-01 - BR-CAP-PFM-QRY-006-08 assertions: - id: AS-JNY-PFM-QRY-001-01 statement: A newly created report copy has a private audience. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - id: AS-JNY-PFM-QRY-001-02 statement: Sharing refuses an audience not covered by the source query and identifies that query. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 - id: AS-JNY-PFM-QRY-001-03 statement: The colleague can read permitted results from the copy without gaining editing rights. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts#RPT-ACC-0002 e2e_policy: required e2e_reason: >- The catalog, copy controls, sharing explanation and colleague view require browser coverage in addition to service assertions. evidence: - >- Pinned reference: react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0002.spec.ts - >- Pinned reference: react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0003.spec.ts - >- Pinned reference: react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0008.spec.ts - >- Pinned reference: react-console:acceptance/reporting/playwright/journeys/classic-subledger/RPT-ACC-0154.spec.ts origin: 'services-platform:docs/milestones/plans/RPT-M1-plan.md#D1' intent_sources: - 'services-platform:docs/milestones/plans/RPT-M1-plan.md#D1' - 'services-platform:docs/milestones/plans/RPT-M1-plan.md#D2' - 'services-platform:docs/milestones/plans/RPT-M1-plan.md#D4' - 'services-platform:docs/milestones/plans/RPT-M1-plan.md#D5' proved_by: [] --- # Keep a finance report and share the copy ## Story A controller starts with a built-in finance report, adjusts its grouping and keeps a personal copy. Sharing exposes a dependency on the source question, so the controller widens that question’s audience before sharing the report. A colleague then uses the same presentation with the colleague’s access. The final attempt to narrow the source demonstrates how the dependent report protects its audience.