Rhythm 2.0 Specifications

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CAP-PFM-DJE-015Reconcile loaded records using the producer’s keys

Markdown

CAP-PFM-DJE-015

Reconcile loaded records using the producer’s keys

Markdown
  • DocumentDraft
  • Product intentConfirmed
  • ImplementationObserved

Planning

Feature
FEAT-PFM-DJE-04
Exercised by
FAS-PFM-DJE-04-01, FAS-PFM-DJE-04-02, FAS-PFM-DJE-04-03, FAS-PFM-DJE-04-04, FAS-PFM-DJE-04-05
Key concepts
CON-PFM-DJE-004
Actors
ACT-PFM-037, ACT-PFM-036
Journeys
JNY-PFM-DJE-004, JNY-PFM-DJE-005
Related
CAP-PFM-DJE-012, CAP-PFM-DJE-016
Proved by
ATS-PFM-DJE-015

Implementation

Executable suites
TST-PFM-DJE-075, TST-PFM-DJE-111, TST-PFM-DJE-129, TST-PFM-DJE-171

KindCapabilityProduct areaPlatformModuleData Job EngineRevision2

Read atservices-crm a8d1364fservices-platform ad3f6a65react-console baf6dae3

Reconcile loaded records using the producer’s keys ​

Purpose ​

Migration staff and integration clients can compare the source extract with the records currently saved in Rhythm. Producer keys let them perform that comparison without first collecting Rhythm’s internal identities.

How It Works ​

The client identifies its source system and requests a bounded set of keys for a supported record kind. Rhythm resolves those keys through the workspace’s mapping records. It then reads the matched records through the same batched services used by their ordinary record reads. Results include the record identity and current representation, with missing keys listed separately. Repeating a key does not duplicate its result. A missing result can mean the key never loaded or that its mapped record no longer exists. The lookup remains available while the workspace is loading, under the same authority as that kind of data job. It performs reconciliation without changing the records. Ordinary edits can change a later answer, so this is a current read rather than a retained import snapshot. Platform’s custom records and associations still lack this reconciliation surface.

Relationships ​

  • Keyed imports establish the mappings used to locate current records.
  • Migration package loading uses these lookups to compare its results with the extract before customer access begins.

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Outcomes
Known producer keys return current record representations.Unresolved keys are reported explicitly.Reconciliation remains available during workspace loading.
Surfaces
api
Intent sources
services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24

Controls

37 controls apply, from the corpus control catalogue.

TC-AVL-001 TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-CHG-001 TC-CHG-002 TC-CHG-003 TC-CHG-004 TC-CHG-005 TC-CHG-006 TC-CHG-007 TC-CRY-001 TC-CRY-002 TC-CRY-003 TC-CRY-004 TC-DAT-001 TC-DAT-002 TC-DAT-003 TC-DAT-006 TC-IAM-001 TC-IAM-002 TC-IAM-004 TC-IAM-005 TC-LOG-005 TC-MON-001 TC-PI-001 TC-PI-003 TC-PI-005 TC-PRV-001 TC-PRV-002 TC-TEN-001 TC-TEN-002 TC-TEN-003 TC-VEN-001 TC-VEN-002 TC-VEN-003

Permissions

KeyChecked atScope
crm.contacts.bulkapitenant
crm.organizations.bulkapitenant
crm.contact-types.bulkapitenant
crm.regions.bulkapitenant
platform.custom-fields.bulkapitenant

Business Rules

7 rules, 5 to be proved before approval. A rule's product intent is derived from its origin: 7 confirmed by a product decision, the rest inheriting this capability's confirmed.

IdRuleKindEnforced atProvenance
01must prove
Confirmed
A resolved producer key returns its record identity and ordinary-read representation, including owned details and custom fields, with results ordered by the requested keys.
origin: services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24
proved by ATS-PFM-DJE-012-16, ATS-PFM-DJE-015-01, ATS-PFM-DJE-015-06, ATS-PFM-DJE-015-07, ATS-PFM-DJE-016-16, TST-PFM-DJE-129, TST-PFM-DJE-171
policyservicetest
services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#answers each record exactly as the ordinary read of one contact does
02must prove
Confirmed
An unknown key or a key whose mapped record is unavailable appears in the missing list, and repeated keys produce only one result.
origin: services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24
proved by ATS-PFM-DJE-015-02, ATS-PFM-DJE-015-07, ATS-PFM-DJE-015-08, ATS-PFM-DJE-016-16, ATS-PFM-DJE-017-08, TST-PFM-DJE-075, TST-PFM-DJE-129
policyserviceobserved
services-crm:modules/data-jobs/services/jobs/records-by-source-key.ts:readRecordsBySourceKey; services-platform:modules/data-jobs/services/jobs/records-by-source-key.ts:readCustomFieldsBySourceKey
03must prove
Confirmed
A lookup accepts at most one hundred keys and rejects an oversized request with the limit identified.
proved by ATS-PFM-DJE-015-03, TST-PFM-DJE-129
validationapi, servicetest
services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#refuses more than 100 keys by InvalidRequest, naming the limit
04must prove
Confirmed
Lookup routes remain available during loading and require the authority needed to read jobs of the same record kind; ordinary record-reading authority alone is insufficient.
origin: services-platform:docs/milestones/plans/PLAT-M19-plan.md#S24
proved by ATS-PFM-DJE-015-04, TST-PFM-DJE-111
permissionapidocumented
services-crm:docs/data-jobs.md#Reading a load back by source key
05must prove
Confirmed
Lookup resolves keys within the requested record kind and workspace, without returning another workspace’s records.
origin: services-platform:docs/milestones/plans/PLAT-M19-plan.md#S11
proved by ATS-PFM-DJE-015-05, ATS-PFM-DJE-015-08, ATS-PFM-DJE-017-08, TST-PFM-DJE-129
invariantservice, databasetest
services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#looks a key up under its own object type only: a contact key is not an organization
06
Confirmed
Producer-key lookup does not alter records and returns their current saved values, including changes made after import.
proved by ATS-PFM-DJE-012-16, ATS-PFM-DJE-015-06
invariantserviceobserved
services-crm:modules/data-jobs/services/jobs/records-by-source-key.ts
07
Confirmed
CRM provides lookups for contacts, organizations, five configuration catalogues, regions, activity types and activities; Platform provides a custom-field definition lookup, while custom records and associations have no corresponding route.
policyapiobserved
services-crm:modules/data-jobs/aws/api/bulk-data-jobs.routes.ts:BULK_SUBMISSIONS; services-platform:modules/data-jobs/aws/api/custom-field-data-jobs.routes.ts

Scenarios

IdGivenWhenThenProvenance
01A loading workspace contains two imported contacts and an imported organization.Reconciliation requests their producer keys together with a key that was never loaded.Known keys return ordinary-read record representations in request order, and the unknown key appears as missing.test
services-crm:modules/data-jobs/tests/integration/services/jobs/records-by-source-key.integration.spec.js#reports the key nothing loaded as missing

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