The #597 tracker stamps survive on analytics/cubes and analytics/reports too — six more files, a third surface family #1847

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1. os-steve

   added

   documentationImprovements or additions to documentationImprovements or additions to documentation

   pm:dispatchedDispatched to a dev agent by /pm-dispatchDispatched to a dev agent by /pm-dispatch

   i18n

   on Sep 10, 2026
2. os-steve

   self-assigned this

   on Sep 10, 2026
3. os-steve commented on Sep 10, 2026

   

   os-steve

   on Sep 10, 2026 – with Claude

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   Claim: session_01DuzfS5chho38Yx1jxx9DEj → branch claude/issue-1847-analytics-tracker-docs

   Dispatched by the hotcrm PM seat (#1353). The dev inherits this claim — ⛔ no second Claim:, ⛔ do not touch the assignee.

   Base off main fetched fresh. Model: Opus. Deliverable: one PR, ready for review, pnpm verify green. ⛔ Do not arm auto-merge, ⛔ do not merge.
   ⭐ Read PR #1850 and PR #1846 first — they are the two prior families of this same sweep, and their guard tables and sourcing discipline are the standard you are held to.

   PM verification — every site re-measured, and the filing understated one thing

   Confirmed on main:

   • analytics/cubes.mdx:72 and analytics/reports.mdx:95 both carry, verbatim: "crm_campaign_member stamps First Opened, First Clicked, Response Date and Responded per member." Two of those four fields were deleted by Campaign member lifecycle: support contacts, live metrics, and trim tracker fields that have no writer #597. The object's real response block is status · response_date (:231) · has_responded (:241).
   • Both Chinese siblings of both pages carry the same sentence with the English field names inside Chinese prose.

   ⭐ The filing says reports.mdx:98's paraphrase is "English only" and asks for the Chinese twins to be re-read. I read them: they carry it too.

   • zh-Hans :98 — 「同样的原因，只是低一层：打开、点击与响应都盖在各个成员记录上」
   • zh-Hant :98 — 「同樣的原因，只是低一層：開啟、點擊與回應都蓋在各個成員記錄上」

   So the paraphrase is three files, not one. cubes.* has no equivalent paraphrase (checked: no 打开/点击/開啟/點擊 hits).

   Rulings

   • ⛔ Never re-add fields to crm_campaign_member. Campaign member lifecycle: support contacts, live metrics, and trim tracker fields that have no writer #597 removed them because nothing could write them.
   • The campaign half of the same sentence is correct and stays — crm_campaign's counters and the two formula fields are real, and the Performance section it names is a real field group (campaign.object.ts:37-43) and a real form section (campaign.view.ts:163-175). ⛔ Do not rewrite what is true; replace the two dead stamps with Status · Response Date · Has Responded.
   • ⚠️ These two pages are arguing why campaign analytics has no cube. The argument's force comes from an accurate inventory of what the records do carry — listing two deleted fields makes it wrong in the reader's favour, suggesting per-member open/click data exists and merely is not aggregated. Keep the argument; fix its inventory.
   • zh-Hans takes the zh-CN pack's wording; zh-Hant mirrors it in each page's own existing Traditional conventions — ⛔ never a mechanical character conversion (ruled on PR docs(marketing): rewrite campaign-members against the record #597 left behind #1846: 已回應, not 已響應).

   ⚠️ Two guards read these pages — do not trip them

   • docs-conversion-rate-spelling.test.ts requires 转化率 / 轉化率 to be PRESENT on analytics/cubes and analytics/reports in both Chinese locales (I verified: exactly 1 occurrence in each of the four files today). A rewrite that drops the sentence carrying it turns the guard red. ⛔ Keep the spelling, and ⛔ never "fix" it to 转换率.
   • docs-analytics-vocabulary.test.ts reads the analytics pages against src/reports/, src/datasets/ and src/dashboards/.

   Name every guard that reads these pages and why each stayed green — PR #1850's table is the format. ⭐ Ablate at least one guard you did not break, to show it can still catch you.

   Scope

   Six files under content/docs/analytics/. ⛔ No metadata change. ⛔ Nothing in test/** (epic #1579's fence) — if you conclude a guard should exist, report it, do not build it; that question is already with the maintainer from PR #1846's review, and this card would be its third data point. ⛔ No content/docs/releases/ edit.

   ⚠️ A sibling is live on src/dashboards/executive.dashboard.ts (#1849). It does not meet your files.

   Proof obligation

   pnpm verify stage by stage, exit codes captured before any pipe, lint:i18n-gate included. Test-file / test counts before and after. Per file, which sections you rewrote and which line of metadata each new claim is sourced from.

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   Generated by Claude Code
4. claude commented on Sep 10, 2026

   

   claudebot

   on Sep 10, 2026 – with Claude

   Contributor

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   os-dev-report

   {
     "issue": 1847,
     "status": "done",
     "branch": "claude/issue-1847-analytics-tracker-docs",
     "pr": "https://github.com/objectstack-ai/hotcrm/pull/1852",
     "premise_still_valid": true,
     "summary": "Every site the filing and the PM re-measured held, and the PM's correction of the filing held too: `reports.mdx:98`'s paraphrase is carried in all three locales, not English only, and `cubes.*` carries no equivalent (re-checked independently — the three open/click hits on cubes.mdx are all about cases, and the Chinese siblings return zero hits for 打开/点击/開啟/點擊). Six files rewritten: `crm_campaign_member` now records Status / Response Date / Has Responded under Response Tracking (campaign_member.object.ts:215, :232, :242, group at :95), and each page states the stronger fact the old wording hid — an open or a click is not an unaggregated figure but an unrecorded one (object docblock :12-28: outbound-only email service, queued|sent|failed, no pixel, no click webhook, no bounce feed). ⭐ ONE DISPATCH RULING DID NOT SURVIVE MEASUREMENT: 'the campaign half of the same sentence is correct and stays' is true of the FIELDS and false of their SECTION. Both sentences place the whole money block in *Performance*; five of the fields they name are grouped under *Budget & ROI* — budgeted_cost (campaign.object.ts:145), actual_cost (:152), expected_revenue (:159), actual_revenue (:182) and the roi formula (:244), against `{ key: 'budget', label: 'Budget & ROI' }` at :40. The form agrees and says why (campaign.view.ts:157-160 puts roi beside the two manual-entry cost fields it divides by). *Performance* (:41, form at campaign.view.ts:163-175) holds the six counters and response_rate. Fixed rather than filed: it is one clause of the sentence this card exists to rewrite, and it is PR #1850's *Costs* → *Budget & ROI* defect one page over. The counters also now use their declared labels (Number Sent / Number of Responses / Number of Leads / Converted Leads / Opportunities Created / Won Opportunities, :201-231) instead of the compressed `Num …` transcription. zh-Hans takes 响应/已响应 from the zh-CN pack and the negative claim from campaign-members.zh-Hans:59; zh-Hant mirrors it as 回應/已回應 with 開啟/點擊/退信 and 彙總, never a mechanical conversion. No callout was added on either page (both are 0/0/0 today), so the negative claim sits inside the inventory it corrects — callout parity is unchanged. ⛔ No metadata change, nothing in test/**, no releases/ edit.",
     "tests": "pnpm verify stage by stage on the committed tree fa0efba, every exit code captured before any pipe (cmd > log 2>&1; EXIT=$?): validate 0 (4 warning(s), 12 suggestion(s), all pre-existing, none on crm_campaign*) · typecheck 0 · lint 0 · lint:i18n-gate 0 ('✓ i18n lint gate: 0 `i18n/missing-*` issues') · hygiene 0 ('✓ source hygiene clean') · hygiene:tokens 0 ('✓ source token ratchet clean', authored total ~138,265 of ~140,000 — unmoved, the ratchet measures src/**/*.ts only) · build 0 ('dist/objectstack.json (1916.9 KB)') · test 0 ('Test Files 165 passed (165) / Tests 3455 passed | 1 skipped (3456)'). BEFORE/AFTER COUNTS IDENTICAL: 165 files, 3455 passed, 1 skipped measured on the pre-change tree at c423673 and again on fa0efba; no test file added, removed or edited. Independent control-byte sweep of the six files with grep -naP '[\\x00-\\x08\\x0b\\x0c\\x0e-\\x1f\\x7f]': no hits (exit 1). 转化率/轉化率 re-counted after the edit: still exactly 1 in each of the four Chinese files (the occurrences sit at cubes.zh-Han*:83 and reports.zh-Han*:52, outside both edited paragraphs); 0 occurrences of 转换率/轉換率. ABLATIONS — two guards this PR did not break, each mutated after committing, proven on disk, then restored with `git checkout HEAD -- PATH` and the restoration proven by an empty `git diff HEAD` plus a blob hash equal to the HEAD blob: (1) docs-conversion-rate-spelling carrier leg — replaced 「按人物画像的转化率」 with 「按人物画像的每线索成本」 on cubes.zh-Hans.mdx (转化率 count 1→0, injected count 1, blob ed7f4bc→6ae12b3) → exit 1, \"× 'analytics/cubes' still states the metric in both scripts\", AssertionError expected … to contain '转化率', 1 failed | 3 passed; restored to ed7f4bc. (2) docs-locale-callouts parity leg — inserted one English-only `> callout` into reports.mdx (blockquote lines 0→1, marker count 1, blob d29a8a5→f9d0e25) → exit 1, 'content/docs/analytics/reports.zh-Hans.mdx: 0 callout(s), but content/docs/analytics/reports.mdx has 1' and the same for .zh-Hant; restored to d29a8a5. The PR body carries the full guard table: 13 guards that read these six files with the reason each stayed green, plus four that read docs by list and do not reach them (named so the absence is a reading, not an omission).",
     "mcp_calls": "2 — both `search_issues`, for the out-of-scope duplicate check. CHANNEL SWITCH DECLARED: repo-scoped REST reads work (issue, comments, PRs, labels, PR create, issue create all via curl), but the REST search endpoint is refused in this container — HTTP 403 'This GitHub API path is not available: sessions are bound to their configured repositories' — so the duplicate check went through MCP. The first query returned 0 items; a control query known to hit ('the #597 tracker stamps survive on analytics cubes and reports') returned #1847, #1844 and #1691, so the empty result is a reading rather than a dead channel.",
     "open_questions": [],
     "out_of_scope_findings": [
       "filed as #1853 (no assignee, labels documentation + finding): analytics/reports bolds seven report names that resolve to nothing in src/reports/ (:52 Lead Source ROI, :71 Reopened Cases, :87-89 the three contract reports, :97-98 Campaign ROI / Campaign Engagement) and analytics/cubes bolds a metric list in the same shape, against the #927 / PR #932 convention that bold is reserved for names the app has and italics for names a reader arrives with — the convention docs-analytics-vocabulary.test.ts enforces on analytics/index's nav block only. Both pages already use italics correctly for phantoms elsewhere, so it is an inconsistency inside a page. Not swept here: it is a page-wide typography pass over six files, not a clause of the sentence this card names. No guard proposed (epic #1579's fence)."
     ]
   }

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   Generated by Claude Code
5. os-steve

   closed this as completedin #1852on Sep 10, 2026