Issues

[Decision] Which of the 33 UI and UX suggestions from the 2026-10-20 browser passes to adopt (seat: adopt 23, fold 4 into open cards, defer 6)

objectstack-ai/hotcrm#2194 · opened

on Oct 20, 2026

The large-deal-won notification prints the amount unformatted ("closed at 1200000"), unlike every other surface that shows it

objectstack-ai/hotcrm#2193 · opened

on Oct 20, 2026

Contract terminal states are not held: an expired contract can be re-activated, and an active one sent back to draft (contract_status_progression is warning-only, no hook backs it)

objectstack-ai/hotcrm#2192 · opened

on Oct 20, 2026

A line item added while its deal is approval-locked is saved, the amount rollup fails RECORD_LOCKED (onError log), and the deal amount stops matching its lines

objectstack-ai/hotcrm#2191 · opened

on Oct 20, 2026

Web-to-Case collects no way to reach the visitor: neither the form nor crm_case has an email or name, so the agent who gets the case cannot answer the customer

objectstack-ai/hotcrm#2190 · opened

on Oct 20, 2026

Lead: setting Status to Converted in the Edit form locks the lead for good with nothing converted (is_converted false, converted_* null, every later edit refused 409)

objectstack-ai/hotcrm#2189 · opened

on Oct 20, 2026

[PM seat] repo:hotcrm · seat 2 — 🟢 os-support-ai

objectstack-ai/hotcrm#2180 · opened

on Oct 19, 2026

1

docs: the Sales docs send readers to a "Pipeline" sidebar entry that does not exist, and describe Customer Churn Signals as "open cases + low NPS" — a test pins the first as true

objectstack-ai/hotcrm#2174 · opened

on Oct 19, 2026

1

After the 4.0.1 → 5.0.0 upgrade on a hosted environment every seeded event appears twice (Upcoming Events), while leads do not double — measure which upgrade step re-inserts the upsert dataset

objectstack-ai/hotcrm#2146 · opened

on Oct 18, 2026

5

campaign_enrollment: a closed or missing campaign ends the run with nobody enrolled and no message, because the decision `check_campaign_open` has no default edge (Studio flags it on every open)

objectstack-ai/hotcrm#2121 · opened

on Oct 15, 2026

Hosted-shape browser pass 2026-10-12 — HotCRM-side P3 defects (8 items: unreachable reports, distorted funnel, escalation task left open, SLA not re-derived, campaign actions, assignment noise, silent account match) — list card, split per item at dispatch

objectstack-ai/hotcrm#2073 · opened

on Oct 12, 2026

24

branding: replace the app icon with the flat "H" mark and align primaryColor to its orange (#EA580C) — one asset that every surface renders (maintainer ruling 2026-10-12)

objectstack-ai/hotcrm#2066 · opened

on Oct 12, 2026

4

Convert Lead on the hosted 4.0.1 environment `jack` fails with "Record <id> not found in crm_lead"; it does not reproduce on 17.7.0 locally

objectstack-ai/hotcrm#2065 · opened

on Oct 12, 2026

5

4.0 upgrade on a hosted environment: a contact's mailing address disappears from the record page, and a hosted customer has no way to run the documented conversion

objectstack-ai/hotcrm#2062 · opened

on Oct 11, 2026

2

HotCRM app side of the 17.7.0 browser pass: bind export for the HotCRM administrator, and drop the redundant post-approval `update_record` that re-stamps `updated_by` to the submitter

objectstack-ai/hotcrm#2061 · opened

on Oct 10, 2026

5

Browser pass #2058 — HotCRM-side defects (18 items: accepted quote still takes lines, half-converted leads, agents losing their cases, unreachable Sales Home, …) — list card, split per item at dispatch

objectstack-ai/hotcrm#2060 · opened

on Oct 10, 2026

64

publish: `scripts/lib/marketplace-bundle.mjs`'s header calls cloud's composed-shape support "a later card"; the maintainer dropped it (cloud#2759, not planned), so the flatten is the publish path, not a stopgap

objectstack-ai/hotcrm#2059 · opened

on Oct 10, 2026

1

A sales rep cannot attach the quote PDF (or any file) to a record they edit: sys_attachment upload and delete wait on objectstack#22455

objectstack-ai/hotcrm#2038 · opened

on Oct 9, 2026

5

[decision] B′ · 183 处内联 label 在 en 包里全有同一份，剥掉值 1,321 token —— 但要你裁的是「棘轮到底在保什么」，⛔ 不是第三个数字

objectstack-ai/hotcrm#1952 · opened

on Sep 18, 2026

1

Dashboard `globalFilters` labels and `chartConfig` axis titles have no translation surface — `Sales Rep` / `Deal Type` / `Revenue` render English in every non-en locale

Bug

objectstack-ai/hotcrm#1822 · opened

on Sep 9, 2026

6

Retire the local i18n reference test and the severity-promoting i18n gate, once strict covers the `i18n/missing-*` and translation-target rules (epic #1579, step 3, family F4)

Task

objectstack-ai/hotcrm#1585 · opened

on Sep 5, 2026

8

Retire the local metadata reference-integrity tests the platform's page / view / nav / action / field-group rules already enforce (epic #1579, step 3, family F2)

Task

objectstack-ai/hotcrm#1583 · opened

on Sep 5, 2026

12

[PM seat] repo:hotcrm — ⏳ vacant

objectstack-ai/hotcrm#1353 · opened

on Aug 27, 2026

98

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Issues

[Decision] Which of the 33 UI and UX suggestions from the 2026-10-20 browser passes to adopt (seat: adopt 23, fold 4 into open cards, defer 6)

The large-deal-won notification prints the amount unformatted ("closed at 1200000"), unlike every other surface that shows it

Contract terminal states are not held: an expired contract can be re-activated, and an active one sent back to draft (contract_status_progression is warning-only, no hook backs it)

A line item added while its deal is approval-locked is saved, the amount rollup fails RECORD_LOCKED (onError log), and the deal amount stops matching its lines

Web-to-Case collects no way to reach the visitor: neither the form nor crm_case has an email or name, so the agent who gets the case cannot answer the customer

Lead: setting Status to Converted in the Edit form locks the lead for good with nothing converted (is_converted false, converted_* null, every later edit refused 409)

[PM seat] repo:hotcrm · seat 2 — 🟢 os-support-ai

docs: the Sales docs send readers to a "Pipeline" sidebar entry that does not exist, and describe Customer Churn Signals as "open cases + low NPS" — a test pins the first as true

After the 4.0.1 → 5.0.0 upgrade on a hosted environment every seeded event appears twice (Upcoming Events), while leads do not double — measure which upgrade step re-inserts the upsert dataset

campaign_enrollment: a closed or missing campaign ends the run with nobody enrolled and no message, because the decision `check_campaign_open` has no default edge (Studio flags it on every open)

Hosted-shape browser pass 2026-10-12 — HotCRM-side P3 defects (8 items: unreachable reports, distorted funnel, escalation task left open, SLA not re-derived, campaign actions, assignment noise, silent account match) — list card, split per item at dispatch

branding: replace the app icon with the flat "H" mark and align primaryColor to its orange (#EA580C) — one asset that every surface renders (maintainer ruling 2026-10-12)

Convert Lead on the hosted 4.0.1 environment `jack` fails with "Record <id> not found in crm_lead"; it does not reproduce on 17.7.0 locally

4.0 upgrade on a hosted environment: a contact's mailing address disappears from the record page, and a hosted customer has no way to run the documented conversion

HotCRM app side of the 17.7.0 browser pass: bind export for the HotCRM administrator, and drop the redundant post-approval `update_record` that re-stamps `updated_by` to the submitter

Browser pass #2058 — HotCRM-side defects (18 items: accepted quote still takes lines, half-converted leads, agents losing their cases, unreachable Sales Home, …) — list card, split per item at dispatch

publish: `scripts/lib/marketplace-bundle.mjs`'s header calls cloud's composed-shape support "a later card"; the maintainer dropped it (cloud#2759, not planned), so the flatten is the publish path, not a stopgap

A sales rep cannot attach the quote PDF (or any file) to a record they edit: sys_attachment upload and delete wait on objectstack#22455

[decision] B′ · 183 处内联 label 在 en 包里全有同一份，剥掉值 1,321 token —— 但要你裁的是「棘轮到底在保什么」，⛔ 不是第三个数字

Dashboard `globalFilters` labels and `chartConfig` axis titles have no translation surface — `Sales Rep` / `Deal Type` / `Revenue` render English in every non-en locale

Retire the local i18n reference test and the severity-promoting i18n gate, once strict covers the `i18n/missing-*` and translation-target rules (epic #1579, step 3, family F4)

Retire the local metadata reference-integrity tests the platform's page / view / nav / action / field-group rules already enforce (epic #1579, step 3, family F2)

[PM seat] repo:hotcrm — ⏳ vacant