Rhythm 2.0 Specifications

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MOD-PFM-QRYQuestions, record exploration and data delivery

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MOD-PFM-QRY

Questions, record exploration and data delivery

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  • DocumentDraft

KindModule charterProduct areaPlatformModuleQuestions, record exploration and data deliveryRevision2

Read atservices-platform ad3f6a65react-console baf6dae3rhythm-v2-docs 99376625

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 ​

FeatureNameIntentConceptsCapabilitiesJourneys
FEAT-PFM-QRY-01Dataset access and queryingproposed160
FEAT-PFM-QRY-02Reusable questionsproposed131
FEAT-PFM-QRY-03Working with record listsproposed021
FEAT-PFM-QRY-04Report presentationproposed131
FEAT-PFM-QRY-05Files and scheduled deliveryproposed121
FEAT-PFM-QRY-06Record lookupproposed121
FEAT-PFM-QRY-07Workspace export administrationproposed011
FEAT-PFM-QRY-08Monthly historyproposed110

Capabilities ​

IdFeatureOutcomeIntentImplementation evidence
CAP-PFM-QRY-001FEAT-PFM-QRY-01Discover the data available for questionsconfirmedobserved
CAP-PFM-QRY-002FEAT-PFM-QRY-01Answer a question within the reader’s accessproposedobserved
CAP-PFM-QRY-003FEAT-PFM-QRY-01Draft a query from a written requestproposedobserved
CAP-PFM-QRY-004FEAT-PFM-QRY-01Answer operational questions across customersproposedobserved
CAP-PFM-QRY-005FEAT-PFM-QRY-01Provide a customer with a tailored datasetproposedobserved
CAP-PFM-QRY-006FEAT-PFM-QRY-02Save and share reusable questionsconfirmedobserved
CAP-PFM-QRY-007FEAT-PFM-QRY-02Run a saved question for the current readerproposedobserved
CAP-PFM-QRY-008FEAT-PFM-QRY-02Begin a question from an application recipeconfirmedobserved
CAP-PFM-QRY-009FEAT-PFM-QRY-03Organize reusable views of record listsproposedobserved
CAP-PFM-QRY-010FEAT-PFM-QRY-03Review and select records from a listproposedobserved
CAP-PFM-QRY-011FEAT-PFM-QRY-04Maintain a shared report libraryconfirmedobserved
CAP-PFM-QRY-012FEAT-PFM-QRY-04Combine saved questions in a dashboardconfirmedobserved
CAP-PFM-QRY-013FEAT-PFM-QRY-04Render a report for downloadproposedobserved
CAP-PFM-QRY-014FEAT-PFM-QRY-05Download the complete answer to a queryconfirmedobserved
CAP-PFM-QRY-015FEAT-PFM-QRY-05Deliver recurring query and report filesconfirmedobserved
CAP-PFM-QRY-016FEAT-PFM-QRY-06Find people and organizations while typingproposedobserved
CAP-PFM-QRY-017FEAT-PFM-QRY-06Maintain the fields and freshness of Quick Searchproposedobserved
CAP-PFM-QRY-018FEAT-PFM-QRY-07Request a portable workspace data packageconfirmedpartially-observed
CAP-PFM-QRY-019FEAT-PFM-QRY-08Preserve and inspect monthly data snapshotsconfirmedobserved
CAP-PFM-QRY-020FEAT-PFM-QRY-01Evaluate dated conditions for named recordsproposedobserved

Journeys ​

IdFeatureWalkthroughIntentBrowser policy
JNY-PFM-QRY-001FEAT-PFM-QRY-04Keep a finance report and share the copyconfirmedrequired
JNY-PFM-QRY-002FEAT-PFM-QRY-02Reuse a question for morning deliveryproposedrequired
JNY-PFM-QRY-003FEAT-PFM-QRY-03Work through a filtered contact listproposedoptional
JNY-PFM-QRY-004FEAT-PFM-QRY-05Deliver a dashboard and recover lost accessproposedrequired
JNY-PFM-QRY-005FEAT-PFM-QRY-06Configure a search field and look up recordsproposedoptional
JNY-PFM-QRY-006FEAT-PFM-QRY-07Configure and admit a workspace exportconfirmedoptional

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.

Owns
Dataset descriptions, query registration and description-cache coordinationQuery execution, validation, date interpretation and internal condition evaluationAssisted-query generation recordsSaved-question definitions, role audiences and reusable recipesExplorer view definitions, preferences, navigation windows and record selectionStored report presentations, dashboard sources and rendered outputQuery files, delivery grants, recurring schedules and execution historyQuick Search field configuration, documents, generations, rebuilds and repairWorkspace export definitions, destinations, queued executions and declared coverageThe shared monthly snapshot ledger, policies and Platform self-test type

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 }

Repositories Read

RepositoryPaths
services-platformservices-platform:modules/queries
services-platform:modules/explorer
services-platform:modules/quick-search
services-platform:modules/snapshots
services-platform:modules/data-exports
services-platform: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)
services-platform:docs/queries
services-platform:docs/explorer.md
services-platform:docs/quick-search.md
services-platform:docs/indexing.md
services-platform:docs/data-exports.md
services-platform:docs/snapshots
services-platform:docs/migrations/query-scheduling-exports/README.md
services-platform:docs/proposals/snapshot-architecture.md
services-platform:docs/proposals/tenant-data-export/20-risks-tradeoffs-decisions.md
services-platform:docs/milestones/RPT-M1-catalog-sharing-subledger.md
services-platform:docs/milestones/plans/RPT-M1-plan.md
react-consolereact-console:app/(console)/console/[tenantId]/queries
react-console:app/(console)/console/[tenantId]/reports
react-console:app/print/[tenantId]/reports
react-console:app/(console)/console/[tenantId]/dataManagement/dataExports
react-console:app/(console)/console/[tenantId]/dataManagement/dataExportSettings
react-console:app/(console)/console/[tenantId]/search
react-console:components/queries
react-console:components/reporting
react-console:components/data-management/data-exports
react-console:components/console/quick-search
react-console:lib/quick-search
react-console:acceptance/reporting

Does Not Own

RecordOwner
Contacts, organizations, accounting lines and custom-object recordsTheir applications: MOD-CRM-ENT, MOD-ACC-BKS, MOD-ACC-TRX, MOD-PFM-MTD
Object definitions, custom fields, labels and layoutsMOD-PFM-MTD
Access grants, roles, policies and authorization evaluationMOD-PFM-SEC
AI operation metering, model execution and allowance policyMOD-PFM-LLM
Message templates, communication requests and delivery eventsMOD-PFM-NOT
Bulk data changes, imports, job execution and licensingMOD-PFM-OPS
Storage integration connections for export destinationsMOD-PFM-INT
Workspace lifecycle processes that invoke module participantsMOD-PFM-TNL
Source change events and the application lists that host ExplorerMOD-CRM-ENT
Application-specific snapshot data and typesThe owning applications (Accounting; later Membership)
Accounting figures and fiscal behavior in built-in ledger presentationsMOD-ACC-BKS
Audit history used by recently viewed questionsMOD-PFM-OPS (audit)

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