# Trace

# Trace

See the records from your team's other tools in one place, and get flagged when
something a procedure relies on changes at its source.

## What it holds

| Source | Records |
|---|---|
| Issue trackers, CAD and PLM, ERP (Jira, Onshape, Odoo) | issues, requirements, parts, assemblies — named as each tool names them |
| A database or file connector | its databases, schemas, tables and files, with columns |
| Phloem itself | devices, fleets, assets and datasets |
| Hamming | findings and metrics it noted — shown as asserted, not synced |

Each record keeps:

- its fields and keys (a part number, a handle)
- its links to other records
- its **History**: every version Phloem has seen, newest first, with what
  changed. If the source tool keeps no revisions, Phloem tracks them and shows
  *seen changed*.

Each connector's page has a **Records** section: sync status, records by kind,
**Sync now**, and **Open in Trace** (Trace filtered to that source).

## From a change to a flag

1. A Trellis document cites a field of a record, such as a limit from a
   requirement. Saving the document stores the value and its revision.
2. The source tool changes that field.
3. Trace raises a change that names the document and the field, with the
   cited value and the new one.
4. Someone opens it under **Changes** and chooses **Dispose**: a **Verdict**
   (**Retest required**, **Accepted without retest**, **Not applicable**,
   **Updated**), a **Reason**, and optionally an **Authority**.

The document is never changed automatically. A run's **Context** shows what its
procedure cited, marked *changed after this run* if the source has changed
since.

Hamming cites too. When it writes a limit that lives in another tool, it looks
up the record and cites it instead of copying the number. In chat it names the
records it used.

## In the console

**Trace** in the sidebar has three tabs:

| Tab | Shows |
|---|---|
| **Records** | search, a **Kind** filter and **Sources**; three views — map (every kind, opening into groups), list, and graph (records and their links) |
| **Changes** | open changes, each waiting for a disposition |
| **Activity** | the change log, in sentences |

Select a record to see its **Fields**, **Keys**, **Links**, **Cited by**,
**History**, and **Open in** the tool it came from.