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幽灵字段 Customer Since 在 revenue/index 与 sales/accounts 两页仍被写成已实现(#805 只修了 contracts.mdx) #824
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bugSomething isn't workingSomething isn't workingdocumentationImprovements or additions to documentationImprovements or additions to documentationpm:dispatchedDispatched to a dev agent by /pm-dispatchDispatched to a dev agent by /pm-dispatchpriority:p2Medium: important, M3Medium: important, M3
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- addedbugSomething isn't workingSomething isn't workingdocumentationImprovements or additions to documentationImprovements or additions to documentationpm:queueReady for the PM dispatch loopReady for the PM dispatch looppm:dispatchedDispatched to a dev agent by /pm-dispatchDispatched to a dev agent by /pm-dispatchand removedpm:queueReady for the PM dispatch loopReady for the PM dispatch loop
on Aug 5, 2026 🔒 认领(修复线 PM 派单):session_01VHrPAGEgFDoHjphqYG4BMa,分支
claude/issue-824-customer-since-ghosts,worktreehotcrm-issue-824。文件面:content/docs/revenue/index.mdx×3、content/docs/sales/accounts.mdx×3、changeset。裁定:Customer Since 幽灵两处按 #823 已落的口径改写(激活真正做的是 signed_date + type→Customer;字段不存在,是否要建是产品决策不预决);revenue/index:45 的续约提醒收件人按contract-renewal.flow.ts写实(只有合同所有者一人)。⚠️ accounts.mdx ×3 今天被 #768 改过、revenue/index 被 #750 一族动过,基线取最新 main 逐条重核。⛔ 不动 src/**。
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✅ 验收通过 — PR #841 已转 ready 并挂 auto-merge(CI 8/8 绿;worktree 已按维护者指示清理)。
判定要点:
- 前提在含 docs(contracts): 以 contract.hook.ts 为唯一事实来源重写三语「合同激活时」小节 (#805) #823/docs(contracts): 按到期/续约 flow 与 contract.object.ts 重写三语剩余三处失真 (#826) #831/chore(hygiene): 控制字节扫描面扩到 content/ 与 .changeset/,其余三关按关分树 (#818) #835/docs(automation): 内置 flow 表补齐到 24 条,并把行集/触发面/数词从编译后 stack 派生(#827) #839 的新基线逐条重核(行号均未变,churn 警告下如实核对);两处幽灵按 docs(contracts): 以 contract.hook.ts 为唯一事实来源重写三语「合同激活时」小节 (#805) #823 口径改写且名字留了去处(同期群该读合同的 Signed Date / Start Date);收件人按 flow 写实(只有合同负责人)。
- 刻意不写全称句的分寸好:
account.hook.ts的last_activity_date行为无测试钉住,不在本 PR 断言。 - 同句两处(任务先建、凭空的 60 天例子→声明的默认 30)按 docs(sales): 按对象/流程/语言包重写联系人退订、线索评分与 zh 版 presented 状态名 (#765) #794/docs(contracts): 按到期/续约 flow 与 contract.object.ts 重写三语剩余三处失真 (#826) #831 先例一并对齐并披露;zh 字段名照包(docs(sales): 让 zh 页的线索状态名、到期日期、直属上级与区块名跟随语言包 (#801) #825 先例)。
- 幽灵字段 Customer Since 的最后 6 处:ai-copilot 两页把「成为客户的日期」写进 Copilot 会读的客户画像(三语) #840 的发现方法有复用价值:换拼法 grep(连字符/意译)才扫出 ai-copilot 两技能页的最后 6 处——前三轮按
Customer Since关键字的清扫全部漏过。已入队。
#824 随本 PR 关闭。
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- addedpriority:p2Medium: important, M3Medium: important, M3and removed
on Sep 9, 2026
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bugSomething isn't workingSomething isn't workingdocumentationImprovements or additions to documentationImprovements or additions to documentationpm:dispatchedDispatched to a dev agent by /pm-dispatchDispatched to a dev agent by /pm-dispatchpriority:p2Medium: important, M3Medium: important, M3
来源:#805(PR #823)实施过程中的顺带发现。#805 的文件面只有
content/docs/revenue/contracts.mdx三语,grep -rn "Customer Since" content/显示同一条幽灵声明还落在另外两页上,故单独立单。基线origin/main= 6f6ed9a。事实
customer_since不存在:grep -rn "customer_since" src/零命中,crm_account也没有任何其它名字的字段记录「何时成为客户」(src/objects/account.object.ts)。激活链路src/objects/contract.hook.ts:104-119只做两件事——给合同盖signed_date、把account.type改成customer,不写任何日期到客户上。PR #823 已按此改掉
content/docs/revenue/contracts.mdx三语。同一条声明还在两处:content/docs/revenue/index.mdx:43(+ zh-Hans / zh-Hant 同行)- **Auto-stamp Customer Since** date on the first activation.content/docs/sales/accounts.mdx:69(+ zh-Hans / zh-Hant 同行,zh 写作「成为客户日期在首次合同激活时被记录」)- The **Customer Since** date is captured on the first contract activation.sales/accounts.mdx那条尤其误导:它在「Automatic updates」小节里,和同小节里真实存在的last_activity_date、opportunity 金额汇总、open case count 并排,读者没有理由怀疑其中一条是空的。同页另一处(顺带,同一个 bullet 列表)
content/docs/revenue/index.mdx:45(+ zh 两版):- **Daily renewal reminder** — ... the owner and the account owner get a reminder email.contract-renewal.flow.ts的notify_owner只有一个收件人{currentContract.owner_id},即合同所有者。客户负责人收不到任何东西。与 #805 删掉的第 4 条同型。影响
与 #752 / #757 / #758 / #765 / #792 / #796 / #805 同一类。读者按
revenue/index与sales/accounts的说法去做同期群分析(「这批客户是什么时候成为客户的」),会发现字段根本不存在;#805 修完 contracts 页后,这两页反而成了这条幽灵字段仅存的出处。修法建议
以
src/objects/contract.hook.ts+src/objects/account.object.ts为事实来源改这两页(各三语,共 6 个文件),与 PR #823 的措辞对齐:客户上不记录成为客户的日期,要做同期群只能读合同的签署日期或开始日期。revenue/index.mdx:45的收件人按contract-renewal.flow.ts改成只有合同所有者。不为散文加钉子测试。⛔ 不要改
src/**—— 要不要在crm_account上加customer_since是产品决定,不该由文档倒推;若确定要做,另开实现单。Refs #805 #796 #792