--- id: JNY-PFM-QRY-004 title: Deliver a dashboard and recover lost access feature: FEAT-PFM-QRY-05 product_area: platform module: queries revision: 1 status: draft product_intent: proposed implementation_evidence: observed supersedes: - RPT-ACC-0258 - RPT-ACC-0425 - RPT-ACC-0496 - RPT-ACC-0357 source_sha: services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f actor: ACT-PFM-013 goal: Arrange weekly dashboard delivery and restore the schedule after its owner loses access. capabilities: - CAP-PFM-QRY-013 - CAP-PFM-QRY-015 - CAP-PFM-QRY-014 screens: - '/console/{tenantId}/reports/dashboardLab/{dashboardId}' - '/console/{tenantId}/queries/schedules/{id}' steps: - 'n': 1 surface: '/console/{tenantId}/reports/dashboardLab/{dashboardId}' action: Request a PDF of the month-end dashboard. capability: CAP-PFM-QRY-013 expected: The documented flow provides a rendered document using the requester’s access. provenance: documented source: 'react-console:acceptance/reporting/journeys/dashboards-designer/RPT-ACC-0258.json' - 'n': 2 surface: '/console/{tenantId}/reports/dashboardLab/{dashboardId}' action: Set a weekly Monday morning PDF delivery to the finance recipient. capability: CAP-PFM-QRY-015 expected: The documented flow saves the schedule and presents its next occurrence. provenance: documented source: 'react-console:acceptance/reporting/journeys/dashboards-designer/RPT-ACC-0258.json' - 'n': 3 surface: '/console/{tenantId}/queries/schedules/{id}' action: Let the weekly occurrence become due. capability: CAP-PFM-QRY-015 expected: The inferred dashboard variant sends a delivery to each selected recipient. provenance: inferred source: 'react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425' note: >- The cited evidence supports a service result or a related interaction. This screen sequence requires its own browser proof. - 'n': 4 surface: downloadQueryExportByLink action: Open the received download link as the recipient. capability: CAP-PFM-QRY-014 expected: The file downloads through the delivery grant without an interactive sign-in. provenance: test source: >- react-console:acceptance/reporting/playwright/journeys/print-and-export/RPT-ACC-0357.spec.ts#RPT-ACC-0357 - 'n': 5 surface: '/console/{tenantId}/queries/schedules/{id}' action: Let another occurrence become due after the owner loses access to the dashboard. capability: CAP-PFM-QRY-015 expected: 'The inferred dashboard variant fails before rendering, sends no delivery and pauses the schedule.' provenance: inferred source: 'react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425' note: >- The cited evidence supports a service result or a related interaction. This screen sequence requires its own browser proof. - 'n': 6 surface: '/console/{tenantId}/queries/schedules/{id}' action: Have an administrator take ownership and resume the paused schedule. capability: CAP-PFM-QRY-015 expected: The inferred dashboard variant runs with the new owner’s access and can deliver again. provenance: inferred source: 'react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425' note: >- The cited evidence supports a service result or a related interaction. This screen sequence requires its own browser proof. alternates: - from_step: 6 condition: A person without schedule-management permission requests ownership. path: Refuse the takeover. outcome: The existing owner and paused state remain unchanged. provenance: test source: 'react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425' failures: - from_step: 3 condition: The source dashboard has been removed. path: Pause the dependent schedule for its missing report. outcome: Delivery stops and the unusable schedule can be deleted. provenance: test source: >- services-platform:modules/queries/tests/e2e/query-schedules.e2e.spec.js#pauses the schedule report_deleted, its report gone rules_in_play: - BR-CAP-PFM-QRY-013-04 - BR-CAP-PFM-QRY-015-04 - BR-CAP-PFM-QRY-015-05 - BR-CAP-PFM-QRY-015-08 - BR-CAP-PFM-QRY-014-09 - BR-CAP-PFM-QRY-015-13 assertions: - id: AS-JNY-PFM-QRY-004-01 statement: A successful occurrence creates one delivery for each recipient. provenance: inferred source: 'react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425' note: >- The timed browser test uses a table report; applying its shared schedule behavior to a dashboard is an inference. - id: AS-JNY-PFM-QRY-004-02 statement: Loss of the owner’s report access prevents delivery and pauses subsequent occurrences. provenance: inferred source: 'react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425' note: >- The timed browser test uses a table report; applying its shared schedule behavior to a dashboard is an inference. - id: AS-JNY-PFM-QRY-004-03 statement: Taking ownership changes the identity used for later scheduled execution. provenance: inferred source: 'react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425' note: >- The timed browser test uses a table report; applying its shared schedule behavior to a dashboard is an inference. e2e_policy: required e2e_reason: >- The dashboard export and weekly schedule are documented. A browser test exercises timed delivery, access loss and takeover for a table report; the dashboard combination remains a separate proof obligation. evidence: - 'Pinned reference: react-console:acceptance/reporting/journeys/dashboards-designer/RPT-ACC-0258.json' - >- Pinned reference: react-console:acceptance/reporting/playwright/journeys/print-and-export/RPT-ACC-0357.spec.ts - 'Pinned reference: react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts' - 'Pinned reference: services-platform:modules/queries/tests/e2e/query-schedules.e2e.spec.js' proved_by: [] --- # Deliver a dashboard and recover lost access ## Story A controller wants a month-end dashboard delivered every week. The documented dashboard flow establishes the export and schedule; the shared scheduling behavior suggests how delivery and ownership recovery should work. When the owner loses access, delivery stops. An administrator can take responsibility and resume the schedule with the administrator’s access. The corresponding table-report browser test supports this sequence, while the full dashboard variant remains unproved.