Rhythm 2.0 Specifications

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JNY-PFM-QRY-004Deliver a dashboard and recover lost access

Markdown

JNY-PFM-QRY-004

Deliver a dashboard and recover lost access

Markdown
  • DocumentDraft
  • Product intentProposed
  • ImplementationObserved

Planning

Feature
FEAT-PFM-QRY-05
Actor
ACT-PFM-013
Capabilities
CAP-PFM-QRY-013, CAP-PFM-QRY-015, CAP-PFM-QRY-014
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

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

Read atservices-platform ad3f6a65react-console baf6dae3

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.

The Formal Contract

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

Goal
Arrange weekly dashboard delivery and restore the schedule after its owner loses access.
Screens
/console/{tenantId}/reports/dashboardLab/{dashboardId}/console/{tenantId}/queries/schedules/{id}

Steps

#SurfaceActionCapabilityExpectedProvenance
1/console/{tenantId}/reports/dashboardLab/{dashboardId}Request a PDF of the month-end dashboard.CAP-PFM-QRY-013The documented flow provides a rendered document using the requester’s access.documented
react-console:acceptance/reporting/journeys/dashboards-designer/RPT-ACC-0258.json
2/console/{tenantId}/reports/dashboardLab/{dashboardId}Set a weekly Monday morning PDF delivery to the finance recipient.CAP-PFM-QRY-015The documented flow saves the schedule and presents its next occurrence.documented
react-console:acceptance/reporting/journeys/dashboards-designer/RPT-ACC-0258.json
3/console/{tenantId}/queries/schedules/{id}Let the weekly occurrence become due.CAP-PFM-QRY-015The inferred dashboard variant sends a delivery to each selected recipient.inferred
react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425
4downloadQueryExportByLinkOpen the received download link as the recipient.CAP-PFM-QRY-014The file downloads through the delivery grant without an interactive sign-in.test
react-console:acceptance/reporting/playwright/journeys/print-and-export/RPT-ACC-0357.spec.ts#RPT-ACC-0357
5/console/{tenantId}/queries/schedules/{id}Let another occurrence become due after the owner loses access to the dashboard.CAP-PFM-QRY-015The inferred dashboard variant fails before rendering, sends no delivery and pauses the schedule.inferred
react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425
6/console/{tenantId}/queries/schedules/{id}Have an administrator take ownership and resume the paused schedule.CAP-PFM-QRY-015The inferred dashboard variant runs with the new owner’s access and can deliver again.inferred
react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate6A person without schedule-management permission requests ownership.Refuse the takeover.The existing owner and paused state remain unchanged.test
react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425
failure3The source dashboard has been removed.Pause the dependent schedule for its missing report.Delivery stops and the unusable schedule can be deleted.test
services-platform:modules/queries/tests/e2e/query-schedules.e2e.spec.js#pauses the schedule report_deleted, its report gone

Assertions

IdStatementProvenance
01A successful occurrence creates one delivery for each recipient.inferred
react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425
02Loss of the owner’s report access prevents delivery and pauses subsequent occurrences.inferred
react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425
03Taking ownership changes the identity used for later scheduled execution.inferred
react-console:acceptance/reporting/playwright/journeys/schedules/RPT-ACC-0425.spec.ts#RPT-ACC-0425

End-to-end policy: required: 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.

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