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JNY-PFM-QRY-001Keep a finance report and share the copy

Markdown

JNY-PFM-QRY-001

Keep a finance report and share the copy

Markdown
  • DocumentDraft
  • Product intentConfirmed
  • ImplementationObserved

KindJourneyProduct areaPlatformModuleQuestions, record exploration and data deliveryRevision1End-to-endRequired

Read atservices-platform ad3f6a65react-console baf6dae3

The Formal Contract

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

Goal
Create a personal version of a built-in finance report and make it usable by the finance team.
Screens
/console/{tenantId}/reports/console/{tenantId}/reports/{reportId}/console/{tenantId}/queries
Intent sources
services-platform:docs/milestones/plans/RPT-M1-plan.md#D1services-platform:docs/milestones/plans/RPT-M1-plan.md#D2services-platform:docs/milestones/plans/RPT-M1-plan.md#D4services-platform:docs/milestones/plans/RPT-M1-plan.md#D5

Steps

#SurfaceActionCapabilityExpectedProvenance
1/console/{tenantId}/reportsBrowse the built-in reports in the catalog.CAP-PFM-QRY-011The catalog identifies the presentations supplied by Rhythm.test
2/console/{tenantId}/reports/{reportId}Run Subledger Entries for the chosen fiscal period.CAP-PFM-QRY-007The displayed debits and credits agree with the prepared ledger; the built-in presentation offers a personal copy.test
3/console/{tenantId}/reports/{reportId}Change the grouping and save a named copy.CAP-PFM-QRY-011The new report belongs to the controller and begins with a private audience.test
4/console/{tenantId}/reports/{reportId}Attempt to share the copy with the finance role.CAP-PFM-QRY-011The refusal identifies the source query whose audience does not include that role.test
5updateSavedQueryGive the source saved query the finance role as its audience.CAP-PFM-QRY-006The query becomes available to members of that role.test
6/console/{tenantId}/reports/{reportId}Repeat the report-sharing request.CAP-PFM-QRY-011The report now displays a role-based audience.test
7/console/{tenantId}/reportsHave a finance colleague find and open the shared report.CAP-PFM-QRY-007The colleague sees the copied layout and permitted figures, with copying available and editing unavailable.test
8/console/{tenantId}/queriesAttempt to restrict the source query to the controller alone.CAP-PFM-QRY-006The refusal names the report that still depends on the broader audience.test

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate3Another copy of the same built-in report is needed.Save a second copy under a different name.Both copies exist independently.test
failure7A role member cannot query the underlying ledger.Browse the report catalog as that person.The inaccessible ledger report is absent from the results.test
failure7The colleague submits a change to the controller’s copy.The service rejects the unauthorized edit.The stored presentation remains unchanged.test

Assertions

IdStatementProvenance
01A newly created report copy has a private audience.test
02Sharing refuses an audience not covered by the source query and identifies that query.test
03The colleague can read permitted results from the copy without gaining editing rights.test

End-to-end policy: required: The catalog, copy controls, sharing explanation and colleague view require browser coverage in addition to service assertions.

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