Track A · crm_opportunity: the qualification group, milestone dates, subcontracting, narrative, and approval on STATUS CHANGE — REQ-0006

Part of #1904 — Track A 实现批，REQ-0002 前 14 步的销售侧增强。⛔ 不依赖上游发版，与 #1907 的拆包线并行。

权威规格

docs/requirements/0006-opportunity-qualification-and-status-approval.md（已在 origin/main，PR #1912 合入 6ff28e7）。

⚠️ 该记录是本卡的唯一规格来源。⛔ 本卡不重抄它的内容、⛔ 不重新裁定它的 B/C 划分。动手前把它整篇读完，包括 Standard product analysis、Disposition & rationale、Product response 与 Acceptance 四节。

其中 C（客户定制层） 项一律 ⛔ 不做 —— 它们不属于标准产品，记录里逐条写明了理由。

串行约束 ⚠️

Track A 的四张实现卡文件面相交：都要动 src/sales/objects/ 与四个语言包 src/sales/translations/{en,zh-CN,es-ES,ja-JP}/。

⇒ 硬串行，一次只有一张在飞。 本卡落地后 PM 才派下一张。⛔ 不要并行开工、⛔ 不要顺手改别的对象。

文件面

⚠️ 本节由 PM 在派发前照 origin/main（661d2fa）重量过一遍，原稿的语言包路径是错的、漏了视图。以本节为准。

src/sales/objects/opportunity.object.ts —— qualification 组、客户侧里程碑日期、分包、叙述组、业务线分类
src/sales/flows/opportunity-approval.flow.ts —— 两道闸都是 flow 里的 approval 节点。⚠️ 验收第 4 条点名了这个文件 docstring 里记录过的一次实测失败（无 session 的写入者开闸），动手前读它。
src/sales/views/opportunity.view.ts —— 验收第 2 条要求客户侧日期独立于 close_date 可报，「本季度预计招标的单子」要能在列表视图里拉出来。原稿漏了这一项。
src/sales/translations/{en,zh-CN,es-ES,ja-JP}/objects.pipeline.ts —— ⚠️ 不是 translations/<locale>.ts。语言包按「翻译命名空间 → CRM 域族」两级拆分（The 70% advisory band's first real output: es-ES.ts (75.3%) and ja-JP.ts (73.4%) are the only two files it names, and a third sits 224 bytes below it #1311），crm_opportunity 属 pipeline 族（与 crm_lead 同文件）。四个语言同笔。

⚠️ 本卡排在 #1915 之后，同一个文件上已有它的改动

#1915 会在 opportunity.object.ts 上落一个 validations[] 条目（客户类别的能力闸，REQ-0003 第 128 行钉死的落点）。

⇒ 开工前 merge-forward，⛔ 不要回退或重写那个条目。它不是本卡的，本卡只往这个文件里加自己的字段与分组。

⛔ 验收第 5 条是一条否定要求

「Signing entity and revenue-recognition type have no field in core at all」—— 签约主体与收入确认类型 ⛔ 一个字段都不许加，业务线分类只发通用值。客户自己的业务线清单、主体清单和铁三角角色全部来自 overlay。⛔ 不要"顺手帮忙"补上它们。

⚠️ 记录明写两条：每个字段以 group: '<key>' 入组，表单布局保持派生，⛔ 不手写布局；业务线分类另立 select，⛔ 不替换也不重载现有的 type。
⚠️ 今天只有金额分级审批（src/sales/flows/opportunity-approval.flow.ts）；本卡要的是状态变更本身的审批。

⛔ 不碰其它销售对象、⛔ 不碰 src/service/、src/revenue/、src/marketing/、⛔ 不碰 content/docs/releases/。

验收

以 docs/requirements/0006-opportunity-qualification-and-status-approval.md 的 Acceptance 节为准，⛔ 本卡不另立标准。另加两条通用项：

pnpm verify 绿（package.json 是权威，⛔ 不自行窄化）。退出码在任何管道之前写进文件再读。
⚠️ 记录的验收第 6 条点名 test/object-validation-predicates.test.ts —— 未加 has() 守卫的谓词直接判红。⛔ 不要动这道守卫。
⚠️ test/docs-declared-versions.test.ts 会因字段数变化转红。在源头修：重抄你自己分支的 validate 摘要进 docs/STATUS.md，⛔ 不要动那道守卫（feat(objects): a buying-centre map on crm_contact — buying function, attitude, relationship strength (REQ-0004) #1917 的先例）。
changeset：记录的验收第 6 条写的是「a changeset per PR, each naming REQ-0006」。本卡若一个 PR 交付就是一条；若你判断必须拆成多个 PR，每个 PR 各带一条，且都点名 REQ-0006。级别自判并在 PR 正文说明理由。

⛔ 顺手陷阱

你会在语言包 docblock 与对象文件注释里看到 src/translations/…、src/flows/… 这类已经不存在的路径（ADR-0130 搬迁的欠账）。⛔ 不要在本卡里顺手改 —— 文档半边是 #1918，源码半边是 #1919（正因与 Track A 直撞而挂 pm:blocked）。改了就是扩面。

Generated by Claude Code

PM 改挂 pm:blocked。解锁判据：#1928 的天花板裁决。

⛔ 不派本卡，理由是实测而非谨慎：

#1915 的施工席先量再写，量到本卡的同胞需要 ~1,458 个 business-semantics token，而余量只有 ~621 ⇒ 超出 ~837。其中审批流程单独就 ~886（同胞 lead-conversion-approval.flow.ts 实测 ~926）。

本卡的字段比 #1915 更多（qualification 组、客户侧里程碑日期、分包、叙述组、业务线分类）⇒ 撞的是同一堵墙，而且撞得更狠。

现在派下去的唯一结果，是再烧一席去拿一个我已经知道的答案。

⚠️ 解锁之后本卡还要先重量一遍 —— 届时的余量取决于 #1928 怎么裁、以及 #1915 最终以什么形态落地。⛔ 不要照抄本评论里的数字。

Generated by Claude Code

Claim: PM 认领本卡，派发施工 —— Track A 第 4 环（最后一环）。

基线：origin/main = 087b7c5（含 feat(account): registration identifier, a capability gate, business profile and approval (REQ-0003) #1948 / feat(flows): notify nodes speak the recipient's own language #1949）。
前序：Track A · crm_account: registration identifier, a category that GATES capability, business profile, approval — REQ-0003 #1915 已落地（PR feat(account): registration identifier, a capability gate, business profile and approval (REQ-0003) #1948），Re-land the four-locale notify-node conversion under ADR-0130 — templates split per owner module, the test fence opened #1945 已落地（PR feat(flows): notify nodes speak the recipient's own language #1949）。

⚠️ 一处卡面更正：#1915 的落点变了，本卡的「不要碰」对象也变了

卡面第「本卡排在 #1915 之后」节写着：

#1915 会在 opportunity.object.ts 上落一个 validations[] 条目（客户类别的能力闸，REQ-0003 第 128 行钉死的落点）

这条已失效。 维护者 2026-09-16 裁定闸门改走 hook（理由：validations[] 对每次写求值，会弄砖历史商机，与 REQ-0003 自己的验收第 2 条冲突）。PM 在 087b7c5 上实测：

	实况
`opportunity.object.ts` 里的 `validations`	2 处，都是既有的，⛔ 不是 #1915 留的
能力闸实际在	`src/sales/objects/opportunity.hook.ts` — `opportunity_account_capability`，`events: ['beforeInsert']`，`priority: 150`

⇒ 本卡要避开的是 opportunity.hook.ts 里那个 hook，⛔ 不是 object 文件里的某个 validations[]。⛔ 不要回退、重写或"顺手统一"它。

⚠️ 二：本卡的闸门默认关，与 #1915 相反 —— ⛔ 不要照抄上一张

REQ-0006 验收第 3 条原文：

With the status-change gate switched on … ; with it off (the default), the existing amount-tiered behaviour of opportunity-approval.flow.ts is bit-for-bit what it is today.

而 #1915 的账户审批是默认开（REQ-0003 验收第 4 条明写 pending）。两张卡相邻、默认相反，各自的记录都写死了。 ⛔ 不要把上一张的 defaultValue: 'pending' 抄过来。

关法参考 lead-conversion-approval.flow.ts 的实测：开关是字段 defaultValue，⛔ 不是 flow 的 status（draft 照样触发；obsolete 会变成没人能再打开的闸）。

⚠️ 三：令牌余量很薄，两本账都要看

PM 在 087b7c5 上实测：

层	读数	余量
`src/sales` business semantics	54,179 / 55,000	821
`src/sales` authored total	99,340 / 100,000	660

⚠️ 本卡量级参照：#1914 吃 2,041，#1915 吃 1,906。本卡卡面自述字段数比 #1914 更多。

⇒ 几乎必然装不下。 这不是悲观，是把预期说在前面：

骨架落下立刻量，⛔ 不要写完才量。
装不下就立刻停，报 blocked 并给出 business semantics 与 authored total 各自的精确缺口 —— 这是一等交付物，⛔ 不是失败。PM 拿这两个数去开第二张天花板决策卡。
⛔ 绝不抬天花板（[decision] Track A has ~621 tokens of business-semantics headroom left and two rings to go — raising the ceiling needs a maintainer ruling quoted in the raising PR #1928 已关，需要新的维护者裁决）、⛔ 绝不压无关散文、⛔ 绝不塞进不计量目录。

Generated by Claude Code

os-dev-report

{
  "issue": 1916,
  "status": "blocked",
  "branch": "claude/issue-1916-opportunity-qualification-status-approval",
  "pr": "https://github.com/objectstack-ai/hotcrm/pull/1950",
  "premise_still_valid": true,
  "blocker": "src/sales token ratchet — the complete REQ-0006 implementation costs ~2,055 tokens and only ~660 of authored-total headroom exists. Raising a ceiling needs a maintainer ruling (#1928 is closed), so this seat stops here.",
  "ratchet_gap": {
    "measured_on": "85e5dbd (branch head), baseline origin/main 087b7c5, node scripts/check-source-token-ratchet.mjs, exit 1",
    "business_semantics": {
      "baseline": 54179,
      "branch": 55986,
      "ceiling": 55000,
      "cost": 1807,
      "over_by": 986
    },
    "interaction_layer": {
      "baseline": 29477,
      "branch": 29725,
      "ceiling": 31000,
      "cost": 248,
      "over_by": 0,
      "headroom_left": 1275
    },
    "authored_total": {
      "baseline": 99340,
      "branch": 101395,
      "ceiling": 100000,
      "cost": 2055,
      "over_by": 1395
    },
    "gap_is_final": "Yes. Every remaining deliverable (four locale packs, content/docs page, changeset, tests, docs/STATUS.md) is outside the ratcheted surface by ruling or by path, so finishing the card moves neither number. The changeset and the docs/STATUS.md re-transcription are already on the branch and cost 0.",
    "cost_breakdown": "object fields + 2 fieldGroups = ~830 authored-total tokens (measured alone, already red: business semantics 55,010 over by 10, authored total 100,170 over by 170); the new flow file = 717; the hook transition gate + allow-list, the flows barrel line and the requested_status field make up the rest; the tender_this_quarter view = 248 (interaction layer, green).",
    "siblings": "#1914 spent ~2,041 and #1915 ~1,906 — this card is the same size, hit from 821/660 of headroom."
  },
  "summary": "Authored the complete REQ-0006 B-scope on a measurement branch and measured it, rather than estimating: 18 new crm_opportunity fields (qualification group, the customer-side procurement calendar, deal narrative group, business_line beside type, requested_status and status_change_approval_status), two new fieldGroups entries, a tender_this_quarter list view for acceptance 2, and opportunity-status-change-approval.flow.ts with a transition gate in opportunity.hook.ts for acceptance 3/4. The gate ships OFF via the field defaultValue (not the flow status), so amount-tiered approval is bit-for-bit unchanged. pnpm validate, typecheck and hygiene are all exit 0 and 312 of 314 targeted tests pass. The card is blocked on the src/sales token ratchet alone: business semantics over by ~986, authored total over by ~1,395. Nothing was compressed, no ceiling was raised, nothing was hidden in translations/ or data/. PM's corrected premises both held on 087b7c5: the #1915 capability gate is a hook (opportunity_account_capability, beforeInsert, priority 150) and was left untouched, and the two validations[] entries on opportunity.object.ts are pre-existing.",
  "tests": "pnpm validate -> exit 0 (redirect-then-capture, run under os-verify-lock, VERDICT command-exit 0); pnpm typecheck (tsc --noEmit) -> exit 0, VERDICT command-exit 0; pnpm hygiene -> exit 0 'source hygiene clean'. Targeted vitest (9 files, 314 tests) -> 'Test Files 2 failed | 7 passed (9) / Tests 2 failed | 312 passed (314)'. The two failures: source-token-ratchet.test.ts (the blocker itself) and docs-declared-versions.test.ts ('Fields: page says 343, the stack registers 361 / Flows: page says 31, the stack registers 32'), fixed at the source per #1917 by re-transcribing this branch's own validate summary into docs/STATUS.md; the guard was not touched. Green in that run and relevant to this diff: object-validation-predicates, flow-condition-totality, flow-registration-completeness, freeze-guard-reference-cleanup, audit-stamp-readonly, win-loss-capture, docs-readme-token-figures. pnpm hygiene:tokens -> exit 1, the blocker. pnpm lint:i18n-gate -> exit 1, the four locale packs are deliberately not authored (they cost 0 ratchet tokens and the field roster is what a ceiling ruling would most likely change). NOT MEASURED: full pnpm verify and CI, since hygiene:tokens fails inside it by construction; no browser verification.",
  "mcp_calls": "0 — no MCP GitHub tool was called at any point",
  "api_writes": "2 REST proxy writes: POST /repos/objectstack-ai/hotcrm/pulls (draft PR #1950) and POST /repos/objectstack-ai/hotcrm/issues/1916/comments (this report). Plus 2 git pushes (empty-branch routing probe, then the measurement commit). No label write: the dispatch named no label, this repo's PR labels on #1948/#1949 are path-labeler output, and pm:* labels are PM-owned. No PATCH of any body, no POST /issues.",
  "open_questions": [
    {
      "question": "The ceiling itself. A complete REQ-0006 needs +986 business-semantics and +1,395 authored-total tokens in src/sales. Which way does the maintainer want it paid for?",
      "options": [
        "A. Raise both src/sales ceilings by one anchor step (business semantics 55,000 -> 57,000, authored total 100,000 -> 103,000, keeping the ruled 5% buffer) in a PR quoting the new ruling. Track A is then complete as specified.",
        "B. Cut scope: land the fields and the view now (acceptance 1/2/5) and file the status-change gate separately. Does NOT work on its own — the field block alone already measures over by ~10 / ~170, so it still needs a ceiling move, just a much smaller one.",
        "C. Pay by compressing elsewhere in src/sales. Comments are stripped by the measure, so this means deleting real metadata — a separate card with its own ruling, and nothing in this diff can do it.",
        "D. Move the whole REQ-0006 increment out of src/sales into a module package with its own ceiling. Conflicts with ADR-0130 R4 (a hook may not attach to another package's object) and with crm_opportunity being a sales object; recorded only so the option is visibly rejected rather than unconsidered."
      ],
      "recommendation": "A, sized to the measurement. The ratchet's own discipline says a ceiling is raised by a ruling quoted in the raising PR, and this is exactly the conversation it exists to force: three consecutive Track A cards each cost ~2,000 tokens, so the claim has genuinely moved rather than drifted. B is the fallback if the maintainer wants the headline claim held at ~55k, but it buys less than it looks like it does and it splits an acceptance that reads as one feature."
    },
    {
      "question": "Acceptance 3 says the stage must not change until the request is decided. A record_change flow binds an AFTER hook, so it cannot un-move a stage the rep already wrote. This branch therefore makes the rep write a REQUEST (requested_status) and has the approved decision write stage. Is that the intended shape?",
      "options": [
        "A. The requested_status staging field, as implemented here. It is literally the customer's own step 13 -> 14 wording, 'after approval the status formally takes effect', and it is the only shape that holds acceptance 3 with the constructs this platform offers.",
        "B. An after-flow with lockRecord alone, accepting that the stage does move immediately and is merely frozen. Cheaper by roughly one field, but it does not satisfy acceptance 3 as written.",
        "C. A before-write trigger, if the platform grows one. Not available on the pinned service-automation 17.4.0 as far as this seat could read; an approval suspends a run for days, which a before-write hook cannot hold."
      ],
      "recommendation": "A. It is what the raw requirement describes and what acceptance 3 requires; it is already implemented and measured, and the measurement above is for it. If the maintainer prefers B the gap shrinks by only ~60 tokens, so it does not change the ceiling answer."
    },
    {
      "question": "Acceptance 1 asks the form to render the two new groups from fieldGroups alone. opportunity.view.ts already enumerates form.sections (as account.view.ts does), so a view-level tabbed form may take precedence over the derived layout on that surface. #1948 landed the crm_account fields the same way, with fieldGroups membership only and no form.sections entry, so this branch follows the landed precedent — but neither was browser-verified.",
      "options": [
        "A. Treat the record page as the surface acceptance 1 speaks of (the precedent reading) and browser-verify it once a ceiling ruling unblocks the card.",
        "B. Add the new fields to opportunity.view.ts form.sections — this is the escape hatch AGENTS.md reserves for a named customer demand, so it needs a reason and a rule-11 record.",
        "C. File the enumerated form.sections on both views as its own card."
      ],
      "recommendation": "A, with a browser check folded into whatever PR finally lands this card. B would trade acceptance 1 for convenience and is what the carrier-only note already refuses."
    }
  ],
  "out_of_scope_findings": [
    "noted, not filed: src/sales/views/opportunity.view.ts and src/sales/views/account.view.ts both enumerate form.sections field-by-field with no comment naming the customer demand that AGENTS.md reserves that escape hatch for, and no rule-11 roster entry. Pre-existing on main and re-landed by #1948, so it is drift rather than a defect, and no guard reads it. Carrier: whoever browser-verifies REQ-0006 acceptance 1, since an enumerated tabbed form is exactly what would hide a fieldGroups-derived group. Dedupe words: form.sections, escape hatch, derived layout, fieldGroups, opportunity.view.",
    "noted, not filed: docs/STATUS.md transcribes a machine roster (18 Objects / 361 Fields / 32 Flows) that AGENTS.md documentation rule 5 otherwise forbids, and test/docs-declared-versions.test.ts is what keeps it honest. The guard is the sanctioned exception, so this is an observation, not a finding. Carrier: none. Dedupe words: STATUS.md, declared versions, machine roster, hand-copied list."
  ]
}

Generated by Claude Code

复核裁定：ESCALATE（⛔ 不是 REWORK —— 施工席没有做错任何事）

卡 #1916 · PR #1950（draft，Part of 非 Fixes）· 头 85e5dbd

⛔ 不采信报告数字。PM 自己在 85e5dbd 上跑门禁，读数与报告逐个吻合：

✗ src/sales business semantics ~55,986 / 55,000  (超 986)
✗ src/sales authored total    ~101,395 / 100,000 (超 1,395)
✓ src/sales interaction layer  ~29,725 / 31,000

PM 独立复现了报告里最要紧的那条断言

报告称「光字段那一块就已经超了」。这条决定「砍范围」成不成立，⛔ 不能只看它的自述。

PM 做了干净隔离：把 opportunity.hook.ts、opportunity.view.ts、flows/index.ts 全部回退到 087b7c5，删掉新建的 flow 文件，只留 opportunity.object.ts 的字段改动：

✗ src/sales business semantics ~55,067 / 55,000  (超 67)
✗ src/sales authored total    ~100,227 / 100,000 (超 227)

⇒ 断言成立。 即使砍到只剩验收 1/2/5，仍要动天花板。

（你量到 10 / 170，我量到 67 / 227 —— 隔离面略有差异，⛔ 但结论同一。两个数我都记在决策卡上。）

派发词的三条硬要求，你都做到了

先量再写 ✅ —— 你在测量分支上把完整 B 范围写出来再量，而不是估。这正是要的：交回来的是实测不是「大概要多少」。
两本账都量 ✅ —— business semantics 与 authored total 各自给了缺口，⛔ 没只看一本。
⛔ 不自行抬天花板、不压无关散文、不塞不计量目录 ✅ —— 报告明写「Nothing was compressed, no ceiling was raised, nothing was hidden in translations/ or data/」，diff 也印证。

闸门默认关那条也做对了：defaultValue 关而非 flow status，金额分级行为逐位不变。⇒ ⛔ 没照抄 #1915 的默认开。

你交的三个 open question，PM 只把一个上交，另外两个我裁了

⛔ 不把三个问题都丢给维护者是 PM 的本职。

#	问题	裁定
1	天花板怎么付	上交 → 决策卡 #1951
2	`requested_status` 暂存字段的形状	PM 裁：采纳。 `record_change` flow 绑 AFTER 钩子，⛔ 撤不回销售已写的 stage；而验收 3 要求裁决前 stage 不变。⇒ 销售写请求、批准写 stage 是这平台上唯一满足该验收的形状，也正是客户原文 step 13→14 的措辞
3	验收 1 的渲染面	PM 裁：按 #1948 既有先例（记录页为准、`fieldGroups` 成员即可），落地 PR 里补一次浏览器验证。⛔ 不走 `form.sections` 枚举 —— 那是 AGENTS.md 给「点名的客户需求」留的逃生口，本卡没有那个理由

PM 另外量出了一条你没有的选项

src/sales/objects/*.object.ts 里有 151 处内联 label:，每一处在 en 语言包里都有同一份（完全冗余，而语言包不计量），净值 ≈ 859 token，同时减两本账。PM 实测剥掉一个后 tsc 与 pnpm validate 都 exit 0 且无新警告。

⚠️ 但它拿可读性换余量，而可读性正是棘轮要保的东西 —— 所以它是决策卡上的一条选项，⛔ 不是可以顺手做掉的事。已连同代价写进 #1951。

你的两条 out-of-scope，处置

两个 view 枚举 form.sections 且无 rule-11 记录 —— 同意「drift 非 defect」，且它正好是会掩盖 fieldGroups 派生分组的东西 ⇒ PM 把它挂在裁定 3 的浏览器验证上，⛔ 不另立卡。
docs/STATUS.md 转抄机器名册 —— 同意是「被守卫看住的例外」，⛔ 不是发现。

状态

本卡维持 pm:blocked，PR #1950 保持 draft（完整实现在上面，量过、可复现，⛔ 不是半成品，⛔ 不要关掉）。裁决落在 #1951，裁下来后 PM 重新派发续做。

Generated by Claude Code

Claim: PM loop round R71, a takeover of this card and PR #1950
Release: claim 5695341563 (account os-elon-musk; the claim names no session ID, so it is named by comment id and account) · reason: the claimant is unreachable (no activity on this card or PR #1950 since 5695619278, 2026-09-16T09:59Z) · destination: this seat, below · provenance: the maintainer, in the repo:hotcrm seat's own chat (session_01ER8ntXZhYebyQ66aXWdjfT) at 2026-10-03T03:05Z, verbatim 「hotcrm一大堆pr你全部接手处理」
Session: session_01ER8ntXZhYebyQ66aXWdjfT
Account: hotlong (the seat's linked user as GET /user answers it; always the card's assignee)
Branch: claude/issue-1916-opportunity-qualification-status-approval (continued, ⛔ no force-push; history is kept)
Worktree: hotcrm-issue-1916
Domain: repo:hotcrm (single-lane repo, no domain:* taxonomy)
Seat: repo:hotcrm#1
File surface: the PR's own eight files (.changeset/opportunity-qualification-and-status-approval.md, docs/STATUS.md, objectstack.composition.ts, src/sales/flows/index.ts, src/sales/flows/opportunity-status-change-approval.flow.ts, src/sales/objects/opportunity.hook.ts, src/sales/objects/opportunity.object.ts, src/sales/views/opportunity.view.ts). A merge of origin/main brings in src/sales/pages/opportunity_detail.page.ts, whose Details tab now renders the object's groups (PR #1990). New groups that REQ-0006 adds get their { group } entries there. The pins under test/ read these files (stop on breach; explain in the report)
Container & model: L, mode:subagent, model: default (dispatch-gates --tier --repo objectstack-ai/hotcrm answers "no path-derived mandate … the tier stays the PM's per-card judgment call"; a requirement implementation with design judgement)
Clause-②: no. The change is app metadata on crm_opportunity and adds one flow; it touches no published schema and no accept set.
Thread-read: 5695619278
Serial constraints cleared: the blocker named in 5695619278 (the src/sales token ceilings) is answered by #1951 ruling A, landing as PR #1953. That PR touches only the ratchet script and its tests, so it is disjoint and lands first; this branch merges main again after it. The fold PR #1990 (1e47470e, merged) and #1211's hideEmpty change (PR #1991, merged) are on main, and this branch takes them in by merge. No other open PR touches src/sales/**.

Handover record

Last pushed sha on the branch: 85e5dbd7 (base 087b7c5). The previous seat recorded ESCALATE in 5695619278, on the token readings alone (business semantics ~55,986 / 55,000; authored total ~101,395 / 100,000), with no fault in the build.
Status: the PR is a draft with Part of #1916, and 26 commits behind main (25cd8d78). git merge-tree shows one content conflict, in docs/STATUS.md. main also carries the detail-page group fold (feat(record-pages): Details tabs reference the objects' fieldGroups (lead, opportunity, case) #1990), so the merge is required.
Assignee swap: done in the same act. The card reads assignees: ["hotlong"].

Landing

After review, the PR's Part of becomes Fixes #1916 if the build delivers every acceptance line of docs/requirements/0006-opportunity-qualification-and-status-approval.md.
It lands through the merge queue under the maintainer's 「hotcrm一大堆pr你全部接手处理」, after PR chore(ratchet): raise the two src/sales token ceilings to their anchor() (59,000 / 107,000) #1953 is on main.

Generated by Claude Code

os-dev-report

{
  "issue": 1916,
  "status": "done",
  "branch": "claude/issue-1916-opportunity-qualification-status-approval",
  "pr": "https://github.com/objectstack-ai/hotcrm/pull/1950",
  "session": "session_01ER8ntXZhYebyQ66aXWdjfT — R71 dev run, dispatched by the repo:hotcrm PM seat (subagent: the parent's id)",
  "premise_still_valid": true,
  "summary": "Merged origin/main 25cd8d78 into the branch (head 85e5dbd7 → 8333d7ee, 8 commits, no force-push). STATUS.md was recomputed from the merged tree's own pnpm validate: 18 Objects / 361 Fields / 31 Flows. One seam defect was fixed in the merge: the two new currency fields carried `scale`, which 17.6.0 refuses (#1968). The page gets `{ group: 'qualification', hideEmpty: false }` and `{ group: 'narrative', hideEmpty: false }` after sales_process. Hypothesis 4 was DISPROVED: the merged tree failed 9 test files / 23 tests, not only the ratchet, i.e. the eight classes PR comment 5695722225 listed. All eight are now closed: the four locale packs; a new docs page sales/opportunity-qualification in 3 locales; automation, opportunities and README updates; the refusal count 20→21 by hand; a new runtime file test/opportunity-status-change-approval-gate.test.ts; and the customer calendar named on the form for the metadata-references guard. Reading the gate against its siblings found three defects, each now fixed, pinned and ablated: (1) a rejected deal was ungated for good; (2) the start condition tested the current value, not the transition, so it re-fired on its own write-back (measured live: one re-entry per request, caught only by the engine's self-trigger guard; with the fix, none); (3) the refusal code APPROVAL_REQUIRED is not an ErrorCode, now RECORD_LOCKED/409. Browser on fresh 17.6.0 boots: both new groups render on the Details tab for a seeded and a sparse deal. Tender This Quarter lists a deal by tender date with its close date a year out. Gate OFF: a direct close opens no approval. Gate ON (armed only in a local throwaway): direct close refused, request opens one approval, the stage waits, approve moves it, reject keeps it and allows a re-request. The PR stays `Part of #1916`, for two reasons. (a) Real-branch verify waits on #1953. (b) Customer Background, Project Background and Risk Analysis (markdown) have NO editing surface on 17.6.0: Details edit mode offers no markdown editor, and the tabbed Edit dialog renders no tab for `{ group }` sections (the contact Buying Centre on main too). See open_questions[0].",
  "tests": "FULL VERDICT (local detached throwaway worktree, never pushed, 8333d7ee + origin/claude/issue-1951-sales-ceiling-raise e7287a65 = 1f8346a5): `OS_VERIFY_LOCK_SLOT=hotcrm-issue-1916 bash scripts/pm/os-verify-lock.sh -c 'git rev-parse --short HEAD && pnpm verify'` → printed 1f8346a5, 'Validation passed', lint '1 warning(s), 17 suggestion(s)', '0 `i18n/missing-*` issues', 'source hygiene clean', 'source token ratchet clean', 'Build complete', 'Test Files 175 passed (175) / Tests 3734 passed | 1 skipped (3735)', 'os-verify-lock: VERDICT command-exit 0'. REAL BRANCH 8333d7ee, same command → 'os-verify-lock: VERDICT command-exit 1'; it stops at hygiene:tokens ('✗ src/sales business semantics is ~55,279 tokens; the ratchet ceiling is ~55,000 (over by ~279)') after validate, typecheck, lint, lint:i18n-gate and hygiene all pass. A separate full `pnpm test` on the same content: 174/175 files, the only red is source-token-ratchet.test.ts. Lint 17 vs main's 16 suggestions: the extra is the new approval node's approvers-may-resolve-empty, the same class as its 3 siblings. TOKENS src/sales (business semantics / interaction / authored total): main 25cd8d78 53,433 / 27,646 / 96,558; branch before merge 85e5dbd7 55,986 / 29,725 / 101,395; final 8333d7ee 55,279 / 27,996 / 98,754. Today's ceilings 55,000 / 31,000 / 100,000: business semantics over by 279. Against 59,000 / 107,000: fits, headroom 3,721 / 8,246. ABLATIONS (node scripts/ablation-replace.mjs, src imports so no build needed, anchor counts, blob changes, and restores proven blob == HEAD with empty git diff HEAD): rejected-refuse removed → 1/28 red; transition term deleted → 2/28 red (the first attempt used a replacement already present 6 times, and the tool REFUSED it without writing, so the retry used --delete); code reverted to APPROVAL_REQUIRED → 4 red across the gate file and refusal-envelope. Direction predicted red for all three; observed red. BROWSER (Chromium /opt/pw-browsers, fresh boots on port 4813; served page/view/flow metadata == dist/objectstack.json == source): Details sections, seeded and sparse = [Classification, Campaigns, Sales Process, Qualification, Deal Narrative, Forecast & Metrics, Notes & Next Steps]. Basic Information and Financials are absent, as #1991 measured. Edit dialog tabs = [Overview, Forecast, Sales Strategy, Win / Loss]; Forecast carries the 5 calendar fields. Details edit mode saved payment_terms, subcontracting_note and controllability (REST read-back). Gate off: closed_won direct, sys_approval_request total 0, verdict not_required. A $150K amount change opened one flow:opportunity_approval request and left the new column not_required. Gate on (port 4814, throwaway with the default flipped through ablation-replace --hold, then restored): born pending; direct close 409 RECORD_LOCKED; request → 1 pending request, stage unchanged, still 1 after 3 s; approve → closed_won/approved; reject → request cleared, stage kept; direct close 409; re-request → new pending request. Server log: 0 re-entries with the fix, 3 with the transition term deleted. All servers stopped by recorded PID trees.",
  "mcp_calls": "0 — no MCP GitHub tool was called",
  "api_writes": "2 relay writes as objectstack-fleet[bot] through scripts/pm/post-stamped.mjs: PATCH /repos/objectstack-ai/hotcrm/issues/1950 (PR body, relay run 37097250282, read back identical at 11856 bytes, --ack-through=5695722225) and POST /repos/objectstack-ai/hotcrm/issues/1916/comments (this report). One earlier PATCH attempt was REFUSED by the tool before writing, for unacknowledged comments. Plus 8 git pushes of the branch (no force). Zero label writes: none in the dispatch's budget, and the path labels are already present. Reads: REST GETs on #1916, #1950 and PR #1991.",
  "open_questions": [
    {
      "question": "Three REQ-0006 narrative fields (customer_background, project_background, risk_analysis; Field.markdown) have no editing surface in the 17.6.0 console. Details edit mode offers no markdown editor, and the Edit/New dialog renders no tab for a `{ group }` section. A markdown field the form NAMES does get an editor (the account Description). The object's own `description` is in the same position on main. How should these three be made authorable?",
      "options": [
        "A. Wait for the platform: file both objectui gaps upstream, keep the contract-correct `{ group: 'narrative' }` form reference already on the branch, and hold `Part of` (or land with `Part of`) until a pinned release renders it. No app-side workaround (AGENTS.md §2).",
        "B. Switch the three fields to Field.textarea. REQ-0006's product response explicitly allows 'Field.markdown / Field.textarea per field', payment_terms is already a textarea and was edited in the browser, and nothing new is enumerated on the form, so the ruling on this card holds. Cost: no markdown formatting in those three.",
        "C. Name the four narrative fields in a form section (rung 3, reason written beside them). The tabbed dialog renders named markdown fields, but this is the per-field enumeration the earlier ruling on this card refused."
      ],
      "recommendation": "B, with A's upstream filing either way. B is a type choice REQ-0006 itself lists, not a tolerance or a workaround in a consumer. It makes every REQ-0006 field authorable on the surface the ruling picked (the record page), with zero form enumeration, and it depends on neither platform fix. If the maintainer reads B as routing around a platform gap, A is the AGENTS.md-default fallback. C is the least preferred."
    },
    {
      "question": "When should the PR body flip `Part of #1916` to `Fixes #1916`? The dev writes the body once, so this falls to the seat.",
      "options": [
        "A. After #1953 is on main, this branch re-verifies green, and open_questions[0] is settled.",
        "B. After #1953 alone, treating editability as outside acceptance 1's wording ('renders')."
      ],
      "recommendation": "A. The dispatch asked to confirm that the new fields are reachable for editing, and three are not. Acceptance lines 1–5 are evidenced in the PR body."
    }
  ],
  "out_of_scope_findings": [
    "class: a · reach: public door — Contacts › any contact › More actions › Edit shows tabs [Identity, Contact Info, Mailing Address, Preferences] with NO Buying Centre tab, although contact.view.ts form.sections carries `{ group: 'buying_centre', columns: 2 }` (REQ-0004 acceptance 1). The same holds for this branch's opportunity `{ group }` tabs. · evidence: 17.6.0 console, fresh boot of 8333d7ee; compiled form sections list the group entries and served metadata == artifact. · The fix is upstream (objectui tabbed form renderer); the seat files it. · dedupe words: tabbed form group section, form.sections group reference, buying_centre tab missing, objectstack#13897",
    "class: a · reach: public door — Opportunities › any deal › Details › pencil (edit mode): select, boolean, date, currency and textarea fields get editors, but markdown fields (Description, Customer Background, Project Background, Risk Analysis) stay '—' with no editor. crm_opportunity.description is in no opportunity form either, so it has no UI editing surface at all on main. · evidence: Playwright probe, editor count 0 per markdown cell in edit mode; textarea and select saves read back over REST. · The fix is upstream (objectui record:details edit mode); the seat files it. · dedupe words: record:details inline edit markdown, Details edit mode markdown editor, description not editable",
    "carrier: the PM seat · noted, not filed — REQ-0006's Disposition and Product response also name a step-11 qualification (立项) approval gate that blocks stage advancement. No acceptance line names it and this card's title scopes only the status change, so it is unbuilt and has no card. Decide whether REQ-0006 needs a follow-up card.",
    "carrier: whoever arms the gate · noted, not filed, NOT MEASURED — quote_on_accepted closes the linked deal as won under the accepter's session; on an armed, pending deal this gate would refuse that close (a cascade failure from the quote).",
    "carrier: none · noted (in PR Acceptance notes) — opportunities{,.zh-Hans,.zh-Hant}.mdx competitors bullet still says 'collapsible Description section', stale since #1990; and the approving branch stamps approved_date, the amount flow's column."
  ],
  "deviations": [
    "Hypothesis 4 was disproved before this round's work: the merged tree failed 8 classes beyond the ratchet. This round closed them, which grew the claim's file surface beyond the PR's eight files plus the page: 4 locale packs, 9 content/docs files plus 3 meta files, README.md, and test/{opportunity-status-change-approval-gate (new), refusal-envelope, runtime-coverage, automation-docs-coverage, docs-view-rosters}.test.ts. The seat may want to amend the claim.",
    "The gate's three defects were fixed in this card's own code, which the standing record called fault-free. Each is pinned, ablated and measured live.",
    "The throwaway was a DETACHED worktree with a local merge commit rather than a named local branch, so no ref was created in the shared .git. It has been removed.",
    "Two of my own pushed commit messages are corrected by later commits, never amended. ea40e43a's 'Details tab is read-only' reading was wrong (corrected in 3a907d2e). 92f90e28's 'dies on DUPLICATE_REQUEST' effect was inferred, not measured (corrected in 8333d7ee).",
    "The PR title still reads '— BLOCKED on the src/sales token ceiling'. A title edit is outside my write budget; the seat may retitle.",
    "The changeset is unchanged: the page change does not make it inaccurate.",
    "The rest of the worktree is kept, still resumable for the post-#1953 merge."
  ],
  "files_changed_vs_main": ".changeset/opportunity-qualification-and-status-approval.md, README.md, content/docs/administration/automation{,.zh-Hans,.zh-Hant}.mdx, content/docs/sales/meta{,.zh-Hans,.zh-Hant}.json, content/docs/sales/opportunities{,.zh-Hans,.zh-Hant}.mdx, content/docs/sales/opportunity-qualification{,.zh-Hans,.zh-Hant}.mdx (new), docs/STATUS.md, objectstack.composition.ts, src/sales/flows/index.ts, src/sales/flows/opportunity-status-change-approval.flow.ts, src/sales/objects/opportunity.hook.ts, src/sales/objects/opportunity.object.ts, src/sales/pages/opportunity_detail.page.ts, src/sales/translations/{en,es-ES,ja-JP,zh-CN}/objects.pipeline.ts, src/sales/views/opportunity.view.ts, test/automation-docs-coverage.test.ts, test/docs-view-rosters.test.ts, test/opportunity-status-change-approval-gate.test.ts (new), test/refusal-envelope.test.ts, test/runtime-coverage.test.ts (31 files)"
}

Generated by Claude Code

Claim amendment (file surface), repo:hotcrm seat, session_01ER8ntXZhYebyQ66aXWdjfT, 2026-10-03T04:43Z. This amends 5965006181; every other field stands.

The surface widens to the 31 files listed in the dev's report 5965611444.
Why: hypothesis 4 was disproved. The merged tree failed 9 test files beyond the ratchet, which are the eight classes PR comment 5695722225 had already listed. Closing them needs these files:
- 4 locale packs under src/sales/translations/*/objects.pipeline.ts;
- content/docs pages, including a new sales/opportunity-qualification page in 3 locales, plus 3 meta.json files;
- README.md;
- five files under test/, one of them new: test/opportunity-status-change-approval-gate.test.ts.
No PR in flight holds any of these files.
Seat's read-only check of 8333d7ee: Build and Test (22.x) and Quality Checks are red. The dev's real-branch verify stops only at hygiene:tokens (business semantics ~55,279 / 55,000). The full verdict on a never-pushed merge with chore(ratchet): raise the two src/sales token ceilings to their anchor() (59,000 / 107,000) #1953's head is command-exit 0 (175 files). That is the expected state until chore(ratchet): raise the two src/sales token ceilings to their anchor() (59,000 / 107,000) #1953 is on main.
Open for the maintainer (dev report 5965611444, open_questions):
1. Three narrative Field.markdown fields have no editing surface on 17.6.0.
2. When Part of becomes Fixes.
⛔ This is not an ACCEPT, and the seat lands nothing here: landing is with the maintainer.

Generated by Claude Code

os-dev-report

{
  "issue": 1916,
  "status": "done",
  "branch": "claude/issue-1916-opportunity-qualification-status-approval",
  "pr": "https://github.com/objectstack-ai/hotcrm/pull/1950",
  "session": "session_01ER8ntXZhYebyQ66aXWdjfT — R71 dev run, continuation leg after the maintainer's textarea ruling (subagent: the parent's id)",
  "premise_still_valid": true,
  "summary": "I implemented open_questions[0] option B as the maintainer ruled it (「改成 textarea(推荐)」). customer_background, project_background and risk_analysis move from Field.markdown to Field.textarea. They now match the existing payment_terms declaration exactly (label and group, no other options). The object's own `description` stays Field.markdown, untouched. The type had been stated in only two code comments: the note above the narrative block now records the reason and the ruling, and the opportunity form's group-reference note no longer calls the fields unwritable. No docs page (3 locales), translation, test or changeset text stated their type or claimed markdown formatting; I grepped for both. So nothing else changed. The PR body was edited once: the 'Why Part of' line now names only #1953, plus the Deal Narrative line, acceptance 1 evidence, Editing surface, new shas, and the platform-gap note. One commit, 033ba581, pushed without force on top of 8333d7ee. A fresh 17.6.0 boot serves all three as type textarea. In Details edit mode each gets an editor; the typed values were saved, read back identical over REST, and shown after reload. Every REQ-0006 field is now authorable in the console. The PR stays `Part of #1916` until #1953 lands and the real branch is green.",
  "field_declarations": {
    "before (8333d7ee, src/sales/objects/opportunity.object.ts)": "customer_background: Field.markdown({\n      label: 'Customer Background',\n      group: 'narrative',\n    }),\n\n    project_background: Field.markdown({\n      label: 'Project Background',\n      group: 'narrative',\n    }),\n\n    risk_analysis: Field.markdown({\n      label: 'Risk Analysis',\n      group: 'narrative',\n    }),",
    "after (033ba581)": "customer_background: Field.textarea({\n      label: 'Customer Background',\n      group: 'narrative',\n    }),\n\n    project_background: Field.textarea({\n      label: 'Project Background',\n      group: 'narrative',\n    }),\n\n    risk_analysis: Field.textarea({\n      label: 'Risk Analysis',\n      group: 'narrative',\n    }),",
    "template copied (unchanged)": "payment_terms: Field.textarea({\n      label: 'Payment Terms',\n      group: 'narrative',\n    }),",
    "untouched": "description: Field.markdown({ … }) — outside this card"
  },
  "tests": "FULL VERDICT (fresh LOCAL detached throwaway, never pushed: 033ba581 + origin/claude/issue-1951-sales-ceiling-raise e7287a65 = a4b6743a; origin/main still 25cd8d78): `OS_VERIFY_LOCK_SLOT=hotcrm-issue-1916 bash /home/user/objectstack/scripts/pm/os-verify-lock.sh -c 'git rev-parse --short HEAD && pnpm verify'` → printed a4b6743a, 'Validation passed', lint '1 warning(s), 17 suggestion(s)', '0 `i18n/missing-*` issues', 'source hygiene clean', 'source token ratchet clean', 'Build complete', 'Test Files 175 passed (175) / Tests 3734 passed | 1 skipped (3735)', 'os-verify-lock: VERDICT command-exit 0'. The throwaway was removed afterwards. REAL BRANCH 033ba581, same command → 'os-verify-lock: VERDICT command-exit 1'; it stops only at hygiene:tokens ('✗ src/sales business semantics is ~55,279 tokens; the ratchet ceiling is ~55,000 (over by ~279)') after validate ('Data: 18 Objects 361 Fields'), typecheck, lint, lint:i18n-gate and hygiene all pass. TOKENS src/sales (business semantics / interaction / authored total) at 033ba581: 55,279 / 27,996 / 98,754, identical to 8333d7ee (chars 221,115 unchanged: both type names are 8 characters and comments are stripped). Against 55,000 / 100,000: business semantics over by 279, authored total under by 1,246. Against 59,000 / 107,000: fits, headroom 3,721 / 8,246. BROWSER (fresh boot of 033ba581 on port 4813, Chromium /opt/pw-browsers; served page metadata == dist/objectstack.json): GET /api/v1/meta/object/crm_opportunity serves customer_background, project_background and risk_analysis as type 'textarea' and description as 'markdown'. Deal 7ALkmxMGXi115p7S 'Lattice Student Success Platform', before: all three null. In Details edit mode (pencil): Customer Background editors=1, Project Background editors=1, Risk Analysis editors=1 (the renderer's inline editor element is an `input`). Typed 'Probe CB: regional utility, five-year grid modernisation programme', 'Probe PB: replaces a 2009 SCADA estate before the regulator deadline', 'Probe RA: incumbent vendor holds the maintenance contract until Q3', then Save. REST read-back (GET /api/v1/data/crm_opportunity/7ALkmxMGXi115p7S?select=customer_background,project_background,risk_analysis) returned exactly those three strings: MATCH ×3. After reload the Details tab shows all three values (true). Before this leg the same probe found editors=0 for all three. Server stopped by its recorded PID tree.",
  "mcp_calls": "0 — no MCP GitHub tool was called",
  "api_writes": "2 relay writes as objectstack-fleet[bot] through scripts/pm/post-stamped.mjs: PATCH /repos/objectstack-ai/hotcrm/issues/1950 (PR body, relay run 37098130623, 12521 bytes read back identical; unread check: nothing newer than the 04:39Z stamp) and POST /repos/objectstack-ai/hotcrm/issues/1916/comments (this report). Plus 1 git push (033ba581, no force). Zero label writes. Reads: REST GETs on the #1916 comments (claim amendment 5965633132 read before editing) and on PR #1950.",
  "open_questions": [
    {
      "question": "When should the PR body flip `Part of #1916` to `Fixes #1916`?",
      "options": [
        "A. After #1953 is on main and this branch re-verifies green. The seat tells the dev, who merges main, re-verifies and reports."
      ],
      "recommendation": "A, as dispatched. The editability blocker is closed by this leg. The only open item is acceptance 6 on the real branch, which waits for #1953."
    }
  ],
  "out_of_scope_findings": [
    "class: a · reach: public door — Contacts › any contact › More actions › Edit shows no Buying Centre tab, although contact.view.ts form.sections carries `{ group: 'buying_centre', columns: 2 }`; the tabbed form drops `{ group }` sections (objectui). Reported in 5965611444, still open; the seat files it. · dedupe words: tabbed form group section, buying_centre tab missing, objectstack#13897",
    "class: a · reach: public door — Opportunities › Details › pencil: a Field.markdown field gets no editor; crm_opportunity.description (markdown, on main) has no UI editing surface at all. This card's fields no longer depend on it. Reported in 5965611444, still open; the seat files it. · dedupe words: record:details edit mode markdown editor, description not editable"
  ],
  "deviations": [
    "None in this leg. The edit touched exactly the three declarations plus two code comments that stated their type, inside the amended 31-file surface (5965633132). `description` was not touched.",
    "From the previous leg and still true: the PR title still reads '— BLOCKED on the src/sales token ceiling'; a title edit is outside my write budget.",
    "The worktree /home/user/hotcrm-issue-1916 is kept at 033ba581, clean and pushed, still resumable for the post-#1953 `git merge origin/main` + `pnpm verify` + push + re-report."
  ],
  "files_changed_this_leg": "src/sales/objects/opportunity.object.ts, src/sales/views/opportunity.view.ts (comment only). Branch total vs main is still the 31 files of 5965611444."
}

Generated by Claude Code

ACCEPT: PR #1950 at 5a67d080. REQ-0006 on crm_opportunity is complete, with Fixes #1916. repo:hotcrm seat, session_01ER8ntXZhYebyQ66aXWdjfT, 2026-10-03T05:08Z. Reports: the dev's 5965611444 (build round) and its textarea leg (5965738634, superseded by the chat report: real-branch verify is green at 5a67d080).

Probes taken by the seat itself:

Ancestry and merge: main 2e3a8b4d (carrying chore(ratchet): raise the two src/sales token ceilings to their anchor() (59,000 / 107,000) #1953, feat(profiles): tenant_admin gains the org-scoped presentation authority (manage_org_presentation) #1994 and chore(deps-dev): bump tsx from 4.23.12 to 4.23.15 #1963) is an ancestor of 5a67d080. git merge-tree against today's main a1c2c9d7 (+chore(deps): bump better-sqlite3 from 12.11.1 to 13.0.3 #1058) is clean, and the diff touches no lockfile.
CI on 5a67d080: 10/10 success, including Build and Test (22.x) (the ratchet, now under 59,000 / 107,000) and Typecheck and Build. Governed check: 0 of 31 paths, NOT governed; 1,455 lines, under 5000.
Read line by line: the gate in opportunity.hook.ts and opportunity-status-change-approval.flow.ts.
- Off by default: status_change_approval_status is readonly, defaultValue: 'not_required'. The hook condition and the flow's start condition are false for every deal that has ever existed.
- Input-first gate read: the flow writes stage together with approved in one payload, so its own write passes. That is why the two fields join APPROVAL_FIELDS.
- rejected refuses a direct close, as pending does. The way forward is a new request.
- Start condition: it tests a NEW requested_status, the transition, guarded with has() throughout. apply_status and clear_request cannot re-enter.
- Approver bench: approvers are on the sales_manager position with onEmptyApprovers: 'admin_rescue', and lockRecord: true.
Page: { group: 'qualification' } and { group: 'narrative' } follow sales_process with hideEmpty: false, on fix(opportunity-page): keep the deal's empty classification, campaign and notes sections on screen #1991's reasoning. Nothing is enumerated.
The three narrative fields are Field.textarea({ label, group: 'narrative' }), the payment_terms declaration, per the maintainer's 「改成 textarea(推荐)」. description stays markdown.

The dev's measurements, accepted (detail is in the PR body's acceptance table):

Browser, 17.6.0: both groups render on seeded and sparse deals. Tender This Quarter windows expected_tender_date only.
Gate off: behaviour is bit-for-bit today's, and the amount flow is unchanged.
Gate on (local throwaway): a direct close gets 409 RECORD_LOCKED; a request opens one approval and the stage waits; approve applies it; reject keeps the stage and allows a re-request.
The three gate defects found while reading against the siblings are each fixed, pinned in the new runtime test and ablated red.
Gates: real-branch pnpm verify VERDICT command-exit 0 (175 files).
Tokens: src/sales reads 55,279 / 27,996 / 98,761 against 59,000 / 31,000 / 107,000.

Noted, not blocking (in the PR's Acceptance notes):

apply_status also stamps approved_date, the amount flow's column.
The armed-gate × quote_on_accepted cascade is not measured, and the gate ships off.
The two console gaps are filed upstream as Console 17.6.0: the tabbed Edit/New form dialog renders no tab for a { group } form section, and record:details edit mode offers no editor for a markdown field — so group-referenced fields and markdown fields have no editing surface objectstack#21543.
The step-11 立项 gate is follow-up Track A · crm_opportunity: the 立项 (qualification) approval gate, which blocks stage advancement, bidding and won/lost until approved (REQ-0006 step 11), off by default #1995, which unblocks when this merges.

Seat acts: the PR body was rewritten to Fixes #1916 (relay run 37098774030), and the stale "— BLOCKED on the src/sales token ceiling" was dropped from the title (relay run 37098798325).

Landing:

Authority: 「hotcrm一大堆pr你全部接手处理」, and 「授权你执行pr合并」 at about 04:52Z.
Path: ready → auto-merge → queue.

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Track A · crm_opportunity: the qualification group, milestone dates, subcontracting, narrative, and approval on STATUS CHANGE — REQ-0006 #1916

权威规格

串行约束 ⚠️

文件面

⚠️ 本卡排在 #1915 之后，同一个文件上已有它的改动

⛔ 验收第 5 条是一条否定要求

验收

⛔ 顺手陷阱

⚠️ 一处卡面更正：#1915 的落点变了，本卡的「不要碰」对象也变了

⚠️ 二：本卡的闸门默认关，与 #1915 相反 —— ⛔ 不要照抄上一张

⚠️ 三：令牌余量很薄，两本账都要看

复核裁定：ESCALATE（⛔ 不是 REWORK —— 施工席没有做错任何事）

PM 独立复现了报告里最要紧的那条断言

派发词的三条硬要求，你都做到了

你交的三个 open question，PM 只把一个上交，另外两个我裁了

PM 另外量出了一条你没有的选项

你的两条 out-of-scope，处置

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Track A · crm_opportunity: the qualification group, milestone dates, subcontracting, narrative, and approval on STATUS CHANGE — REQ-0006 #1916

Description

权威规格

串行约束 ⚠️

文件面

⚠️ 本卡排在 #1915 之后，同一个文件上已有它的改动

⛔ 验收第 5 条是一条否定要求

验收

⛔ 顺手陷阱

Activity

os-elon-musk commented on Sep 15, 2026

os-elon-musk commented on Sep 16, 2026

⚠️ 一处卡面更正：#1915 的落点变了，本卡的「不要碰」对象也变了

⚠️ 二：本卡的闸门默认关，与 #1915 相反 —— ⛔ 不要照抄上一张

⚠️ 三：令牌余量很薄，两本账都要看

os-elon-musk commented on Sep 16, 2026

os-elon-musk commented on Sep 16, 2026

复核裁定：ESCALATE（⛔ 不是 REWORK —— 施工席没有做错任何事）

PM 独立复现了报告里最要紧的那条断言

派发词的三条硬要求，你都做到了

你交的三个 open question，PM 只把一个上交，另外两个我裁了

PM 另外量出了一条你没有的选项

你的两条 out-of-scope，处置

状态

objectstack-fleet commented on Oct 3, 2026

objectstack-fleet commented on Oct 3, 2026

objectstack-fleet commented on Oct 3, 2026

objectstack-fleet commented on Oct 3, 2026

objectstack-fleet commented on Oct 3, 2026

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