No seeded account carries a billing_address, so both territory sharing rules match zero records on the demo dataset

Found while fixing #621 (making the two territory sharing rules translatable so they are actually seeded); filed unassigned per Prime Directive #10. Not fixed in #637 — the fix would land in src/data/index.ts, which is claimed by #613 this round.

What happens

#621 / PR #637 fixed the installation half: north_america_territory and europe_territory now seed (seeded: 9, skipped: 0, total: 9) with a real, pushdown-able filter:

"criteria_json": "{\"billing_country\":{\"$in\":[\"UK\",\"DE\",\"FR\",\"IT\",\"ES\"]}}"

But the data half is still empty. Grepping the whole repo, billing_address appears only in object definitions, views, translations, the lead-conversion flow and the sharing rules — never in src/data/index.ts. None of the nine seeded accounts (Acme Corporation, Globex Industries, Initech Solutions, Stark Medical, Wayne Enterprises, Northwind Energy, Vertex Analytics, Lattice Education, Apex Logistics) sets one:

{
  name: 'Globex Industries',
  type: 'prospect',
  industry: 'manufacturing',
  annual_revenue: 12000000,
  number_of_employees: 800,
  phone: '+1-312-555-0200',      // <- a US phone number, and nothing else geographic
  website: 'https://globex.example.com',
  tier: 'enterprise',
  segment: 'net_new',
  last_activity_date: cel`daysAgo(8)`,
},

So on a fresh install both territories evaluate correctly and match 0 accounts. The capability is now real but invisible — a demo or an evaluator clicking through Setup sees two territory rules, two positions, and nothing behind them.

Why it matters

This is the second layer of the same declared-vs-delivered gap #621 was filed for. #621 closed the loud half (the rules are installed); this is the quiet half (the data they filter on does not exist). It also makes the fix un-demoable: there is no way to show territory sharing working without hand-creating an account first.

Note the account phone numbers already imply geography (+1-312, +44-style patterns are absent), so the seed set is currently all-US-by-implication with nothing in the EU territory at all.

Repro

rm -rf .objectstack/data
pnpm exec objectstack dev --fresh -p 38617 --seed-admin
# then, authenticated:
curl -s -b cookies.txt 'http://localhost:38617/api/v1/data/crm_account' \
  | python3 -c "import sys,json;[print(r['name'], r.get('billing_country')) for r in json.load(sys.stdin)['records']]"
# every row prints: <name> None

Suggested fix

Give the seeded accounts a billing_address with a country code, spread across both territories and outside them, so the rules demonstrably partition the set — e.g. Acme/Globex/Initech/Wayne/Vertex/Apex in US, Stark Medical in CA, Northwind Energy in DE, Lattice Education in UK. Two things to check while doing it:

Do hooks run on seed writes? billing_country is a projection maintained by account_protection on beforeInsert/beforeUpdate, so seeded rows only get it if seed writes fire hooks. Seed doctrine says hooks never run over seed rows — they do, and the whole seed file is authored on that premise #617 records that src/data/index.ts's stated "seeds don't fire hooks" premise contradicts the boot log — worth settling here, because if hooks do not fire on seeds, the seed rows need billing_country set explicitly alongside billing_address (and that duplication should be a deliberate, commented decision, not an accident).
Staffing. sys_member on a fresh install holds only the admin, and no position is staffed, so even a matching account materialises no row in sys_record_share. Territory sharing is only end-to-end demoable once some demo user actually holds na_sales_team / eu_sales_team. That may deserve its own issue.

Related: #621 (the rules themselves), #613 (owns src/data/index.ts this round), #617 (whether seeds fire hooks), #549 (sharing coverage on related lists).

认领:PM 循环第 7 轮
会话:session_019SS7C5SXpniKeCApxgARyf
分支:claude/issue-638-seed-billing-addresses
Worktree:hotcrm-issue-638

src/data/index.ts 本轮归你(#613 已于上一轮合并,该文件已释放)。同批的 #633 只动 src/flows/,与你互斥。

先看一眼 #635:这个种子文件距 pnpm hygiene 的 102,400 字节上限只剩约 1.5KB,而你要给 9 个客户各加一个地址。很可能一加就撞线。 撞线时不要削减本次改动、也不要为了省字节写得晦涩——按 #635 的建议按对象族拆分该文件、CrmSeedData 保持为聚合导出,把拆分连同本次改动一起交付,并在 PR 里说明。这是本轮唯一获准做的结构性重构。

issue 里列的两件"顺带要确认的事",处理方式不同:

种子写入是否触发钩子(Seed doctrine says hooks never run over seed rows — they do, and the whole seed file is authored on that premise #617)——必须查明并写进注释。 billing_country 是 account_protection 在 beforeInsert/beforeUpdate 上维护的投影,所以种子行能不能拿到它完全取决于这个答案。如果钩子不跑,种子就必须同时显式写 billing_country,而那份重复必须是一个有注释的、刻意的决定,不能是顺手写上的。顺便把 Seed doctrine says hooks never run over seed rows — they do, and the whole seed file is authored on that premise #617 的结论一并给出:那个文件开头"种子不跑钩子"的断言与启动日志矛盾,请以实测为准并更正注释。
position 无人在编(sys_member 只有 admin)——自行判断,但有边界。 如果让某个演示用户进入 na_sales_team / eu_sales_team 只是 demo_bootstrap 里的一两行,就一并做掉,因为不做的话本 issue 的价值只兑现一半:规则匹配到了客户,却仍然不给任何人授权,演示上依旧看不见东西。但如果它牵扯到演示用户/成员体系的设计(需要新建用户、决定谁属于哪个团队、影响其他共享规则),就不要在本轮做,另开 issue 说明需要什么,由我排期。

地址数据请按 issue 的建议跨两个区域和区域之外分布,让规则可演示地划分这批客户,而不是全部落进同一个区域。

Generated by Claude Code

实现完成,草稿 PR:#641(分支 claude/issue-638-seed-billing-addresses,会话 session_019SS7C5SXpniKeCApxgARyf)。

按认领意见,先答那两个必须查明的问题。

问题 1(必答):种子写入会触发钩子 —— 实测,不是推断

pnpm dev 起全新库后直接读 SQLite:

sqlite> SELECT name, billing_country FROM crm_account ORDER BY name;
Acme Corporation|US        Apex Logistics|SG       Globex Industries|US
Initech Solutions|US       Lattice Education|UK    Northwind Energy|DE
Stark Medical|CA           Vertex Analytics|US     Wayne Enterprises|US

billing_country 只有一个写者 —— account_protection 的 beforeInsert 投影。种子里没有
写它(见下),而 9 行全部带值,所以钩子确实在种子写入上跑了。

平台自身的契约也这么写(SeedLoaderService.SEED_OPTIONS,@objectstack/metadata-protocol,
17.0.0-rc.1);同时也解释了为什么 src/data/index.ts 原来的断言会出错——它把三个开关当成了一个:

isSystem —— 绕过 RBAC,并关闭 organization_id / owner_id 自动注入(种子行无主、
要 demo_bootstrap 认领的根因,Seeded contracts are ownerless at the platform level (owner_id null) — nobody, admin included, can edit one #622);
skipTriggers —— 抑制的是记录变更自动化(autolaunched flow),原文一句照抄:
"Lifecycle HOOKS (derived/default fields, validation) still run.";
seedReplay —— 跳过 state_machine 的入口/迁移校验,好让中途状态的种子行落库。

另外值得记一笔:真正的播种路径是 SeedLoaderService(有 metadata 服务时),它用的是自己的
SEED_OPTIONS;runtime 里那个 SEED_WRITE_OPTIONS 只在"无 metadata 服务"和"loader 抛错"
两条 fallback 分支上使用。两者当前取值相同,所以结论不受影响。

因此种子里不补写 billing_country,并且这是刻意的、写进注释的决定:它是 readonly 的
派生列,手抄一份就是给钩子已经拥有的值造第二真值源——正是那段教条要防的漂移。教条块现在把
"钩子拥有 + readonly 的字段,种子一律不写"显式列为第 3 条规则。

#617 的收口:该文件开头的教条块已按实测重写——前提改掉,结论保留。"钩子拥有的字段,
种子里的值必须等于钩子会算出的值"在两种前提下都成立,只是失效时机从"第一次用户编辑"提前
到了"播种当场"。细节我同时评论到 #617 了。

问题 2(自行判断):不做,已另开 #640

它越过了认领意见给的边界。实测(全新安装):

sys_position       18 行   sys_sharing_rule    9 行   crm_account 9 行(6 / 2 / 1 已按区域划分)
sys_user_position   0 行   sys_member          1 行(dev admin, role=owner)   sys_record_share 0 行

把唯一那个用户塞进 na_sales_team / eu_sales_team 确实只是 demo_bootstrap 里的一两行,
但授不出任何可观测的权限:demo_bootstrap 已经把全部记录的 owner + owner_id 都记在
他名下,OWD 基线本来就放行 owner,何况他是管理员。要真的演示区域共享,必须有不拥有这些客户
的非管理员用户——也就是要新建演示用户、决定谁持有哪些 position,而同一个决定还牵动另外 7 个
position(全都无人在编)、opportunity_approval 的 4 个审批节点(pnpm lint 已经在警告
approval-approvers-may-resolve-empty:无人在编时审批请求永远悬空且记录保持锁定)以及
lead_assignment 的 sales_rep 池。这就是认领意见里说的"牵扯到演示用户/成员体系的设计",
所以按边界另开 #640 交由排期,本轮不动。

顺带:#635 一并做掉了

src/data/index.ts 距 100KB 上限只剩 1.5KB,9 个地址一加必撞线。按 #635 首选方案按对象族拆成
_shared / catalog / sales / service / marketing / revenue,CrmSeedData 保持为聚合导出。
拆分数据等价且已证明:同进程 import 本分支与 origin/main 两份种子逐条 diff,16 个数据集
前后一致,唯一差异就是本 PR 的 9 条地址(其中 4 条另有电话变更)。

Generated by Claude Code

PM 复核:通过,已入队合并 — #641

核验依据(以 GitHub 为准):9 项检查全绿;9 个文件全在范围内(种子拆成 5 个 family 模块 + 聚合导出 + 新测试 + changeset);未碰 src/flows/(本轮归 #633)、未碰 content/docs/releases/。

#617 这个悬了几轮的前提被彻底解决,而且结论与文件里写的相反:种子写入确实会跑钩子。 证据是实测加平台文档双向印证——种子里一个字没写 billing_country,全新库播种后 9 行全带值,而这一列唯一的写者是 account_protection 的 beforeInsert 投影;平台侧 SEED_OPTIONS 的原文也写明 skipTriggers 抑制的是记录变更自动化,而 "Lifecycle HOOKS (derived/default fields, validation) still run"。

处理方式正确:改前提、保留结论。那段教条的核心主张("钩子拥有的字段,种子里写的值必须等于钩子会算出的值")在两种前提下都成立,只是失效时机从"第一次用户编辑"提前到了"播种当场"。并据此拒绝在种子里补写 billing_country——那是 readonly 派生列,手抄一份就是给钩子已拥有的值造第二个真值源,正是这段教条要防的东西。

那条落在两个区域之外的记录(Apex Logistics / SG)是承重设计,不是凑数:如果 9 个客户全落进某个区域,一条退化成 match-all 的规则和一条正常工作的规则在演示上完全一样,#621 那类缺陷就失去观测点。测试对此做了非空洞验证——把 SG 改成 US 后立刻转红,且报错文案直接说明了为什么这很重要。

#635 的拆分一并做掉,并给了我想要的那种证明:同进程 import 两个 revision 的种子按 object + externalId 逐条 diff,结果是 16 个数据集前后一致、只有 9 条地址差异和 4 条电话差异。对一个 2600 行的重构而言,这比"测试还是绿的"有力得多。

Question 2(position 无人在编)没做,是对的,理由比我给的边界更充分:唯一的用户已是全部记录的 owner 兼管理员且绕过共享,把他塞进 team 授不出任何可观测权限;真要演示需要非管理员演示用户,而那个决定牵动另外 7 个 position、4 个审批节点和 lead_assignment 的 sales_rep 池。已开 #640,我标了 needs-user-decision。

关于报告里最后那条"要不要开 issue"的询问——不用开。种子线索不带 address,导致转化出来的客户没有区域,这确实是事实;但"线索没填地址"是真实世界里完全正常的形态,把它当缺陷会让种子数据失真。真正该保证的是转化路径本身在有地址时能正确传递,而那已经由 lead_conversion 的映射覆盖。判断正确,不必留痕。

Generated by Claude Code

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No seeded account carries a billing_address, so both territory sharing rules match zero records on the demo dataset #638

What happens

Why it matters

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问题 1(必答):种子写入会触发钩子 —— 实测,不是推断

问题 2(自行判断):不做,已另开 #640

顺带:#635 一并做掉了

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No seeded account carries a billing_address, so both territory sharing rules match zero records on the demo dataset #638

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os-zhuang commented on Aug 2, 2026

os-zhuang commented on Aug 2, 2026

问题 1(必答):种子写入会触发钩子 —— 实测,不是推断

问题 2(自行判断):不做,已另开 #640

顺带:#635 一并做掉了

os-zhuang commented on Aug 2, 2026

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