Sidebar: Marketing, Insights and Reports open collapsed, so an admin's first screen shows no Campaigns, Forecasts or CRM Overview entry, and the Reports group holds a single "All reports" child

Filing gate ① a user-visible defect with a named landing site. Batch-of: 2026-10-25 browser pass on @objectstack/* 18.1.0 (23 cards: hotcrm 10, objectui 10, objectstack 3). Filed by the maintainer's account (os-steve) from the pass driven in session session_01AwpXhq2nFKU6J7GmbCEmZu; ⛔ not a claim. Grade: the repo:hotcrm seat's first touch.

What is seen

On first open of HotCRM as the dev admin, the sidebar lists 首页, 销售主页, 服务 (3), 销售 (9), 我的工作 (6), 互动 (2) expanded, then 市场营销, 数据洞察 and 报表 as closed group rows with no count. 营销活动, 预测 and CRM 总览 are three clicks away and nothing says they exist. The 报表 group, once opened, shows one child, 全部报表 (the console collapses the ten report entries into an index link), so the group header buys nothing. 10-hotcrm-landing.png, 50-account-tall.png (left rail, full height).

reach: the public UI, measured once as the dev admin and once as na.rep.

What is HotCRM's and what is not

src/sales/apps/crm.app.ts: group_reports sets expanded: false on purpose ("ten rows would push everything under them out of a first screen"), and the comment on group_marketing says the empty group is the anchor for the module's contribution and must stay. 数据洞察 has two children and no expanded key.
The console renders the ten report entries as one 全部报表 index child, so the ten-row argument no longer holds on 18.1.0: the group can open expanded, or 全部报表 can be a top-level entry. Which of the two is HotCRM's call; a collapsed-group count badge is the console's (objectui card in this batch).

Landing

group_insights and group_reports: expanded: true (or lift 全部报表 to the top level and retire the group), after confirming on the installed console that the report entries still collapse into the index link.
group_marketing stays as the contribution anchor; the entry it receives (营销活动) shows once the group is open — leave expanded default unless the console shows a count.
test/app-navigation-shape.test.ts pins to update.

Done when

An admin's first HotCRM screen shows 营销活动, CRM 总览, 预测 and 全部报表 without a click at 1440×900; a rep's sidebar shows the same groups' visible children. pnpm verify green.

Dedupe: #2073 item 1 (closed) moved reports into this group; #1259 (closed) ruled the single-item Marketing group. Neither measured the collapsed first screen on 18.1.0. Report: REPORT.md §3.10.

Path: 应用 navigation | none | none
Triage: lands in src/sales/apps/crm.app.ts (group_insights, group_reports) and test/app-navigation-shape.test.ts; grade priority:p3, pm:queue; rationale: three groups open closed, so an admin's first screen does not show that Campaigns, Forecasts or CRM Overview exist.

Premise for the dev to measure first: the card says the 18.1.0 console renders the ten report entries as one 全部报表 index child, which removes the reason group_reports was set expanded: false (crm.app.ts:431). If the installed console still lists ten rows, report that instead of expanding. group_marketing stays the module's contribution anchor. The collapsed-group count badge is the platform's (objectstack-ai/objectstack#25876), not this card's.

Graded by the repo:hotcrm seat (os-project-manager, session session_016AYFEQGMzwZqJxBYr2AKWr) at 2026-10-26T05:23Z, on hotcrm main 42c34c9, @objectstack/* 18.1.0.

Generated by Claude Code

Claim: PM loop round 3
Session: session_016AYFEQGMzwZqJxBYr2AKWr
Account: os-project-manager
Branch: claude/issue-2295-sidebar-groups-expanded
Worktree: hotcrm-issue-2295
Domain: repo:hotcrm
Seat: repo:hotcrm#1
File surface: src/sales/apps/crm.app.ts (navigation groups only), test/app-navigation-shape.test.ts, content/docs pages that describe the sidebar groups (en, zh-Hans, zh-Hant), .changeset/ (stop on breach; explain in the report)
Container & model: S, mode:subagent, model: default, effort: medium
Clause-②: no
Metadata-protocol: none
Responsibility: HotCRM app metadata | none | the users of this surface
Thread-read: 6408903023
Premise: to measure first: the installed 18.1.0 console renders the ten report entries under group_reports as one index child; if it still lists ten rows, stop and report
Serial constraints cleared: in flight #2288 / PR #2302 (service.seed.ts), #2292 (account object, case and quote views) and #2296 (dashboards, home page) do not touch crm.app.ts; #2294 landed as 382ba4b (profiles)

Dispatched under the maintainer's 「你应该使用 objectstack 仓库里 pm-dispatch技能处理 issue 和任务」 (project thread, 2026-10-26T05:11:45Z).

Generated by Claude Code

os-dev-report

{
  "issue": 2295,
  "status": "blocked",
  "branch": "claude/issue-2295-sidebar-groups-expanded",
  "pr": null,
  "session": "session_016AYFEQGMzwZqJxBYr2AKWr",
  "premise_still_valid": false,
  "summary": "The dispatch's stop condition is met: on the installed @objectstack/* 18.1.0 console the Reports group, when opened, still lists one row per report (ten for the admin, seven for na.rep). 全部报表 is NOT a child of group_reports: it is the console's own sidebar row, rendered after the app's navigation for every app except studio (console dist/assets/index-BHZtlhP5.js, data-testid sidebar-report-index, link to APP/reports), and it is already on screen on first open with no click, under the closed 报表 header — which is what the browser pass read as the group's only child. So the `expanded: false` reason on group_reports (ten rows) still holds, and per the brief nothing was expanded: no commits, no PR. The empty branch was pushed as the route probe (origin at 382ba4b, identical to main) and is left for a re-dispatch; the worktree has been removed. Also measured: group_insights and group_marketing render closed because GroupNavItemSchema declares `expanded: z.boolean().default(false)` in @objectstack/spec 18.1.0 (dist/ui/index.js:9700). The console's renderer would open a group that has no key (`expanded ?? true`, ui-layout-C6S7k041.js), but the parse fills in false before the renderer sees it. 营销活动 does arrive in group_marketing at runtime from the marketing module's contribution (seen for both admin and rep) and stays hidden until the group is opened.",
  "tests": "No code changed, so there are no test runs. Browser measurement (headless Chromium /opt/pw-browsers/chromium, 1440x900, zh-CN) against `objectstack dev -p 4295` on a fresh worktree at origin/main 382ba4b, after `pnpm demo:staff`. ADMIN (admin@objectos.ai, lands on dashboard/executive_dashboard), sidebar rows by top..bottom px: 首页 64-100 · 销售主页 104-140 · 服务[open] 156 (服务概览, 工单, 知识库) · 销售[open] 320 (线索 … 产品 to 668) · 我的工作[open] 684 (我的任务 716 … 我的日历 836-872 | fold at 900 | 待我审批 876-912, 我的工单 916-952) · 互动[open] 968 (活动, 销售活动) · 市场营销[aria-expanded=false] 1092 · 数据洞察[false] 1140 · 报表[false] 1188 · 全部报表 [sidebar-report-index] 1236-1272 · 最近使用 1288. Opening the three groups: 市场营销 → 营销活动; 数据洞察 → CRM 总览, 销售预测; 报表 → 各阶段商机, 各负责人成交商机, 管道覆盖率, 各负责人商机漏斗, 线索流入, 客户行业与类型, 客户流失信号, 工单状态与优先级, SLA 达成, 每日新建工单 (10 rows), then 全部报表 still as its own row after the group. REP (na.rep@objectos.ai, lands on page/sales_home_page): 销售主页 64 · 服务[open] 116 (知识库) · 销售[open] 200 (8 rows to 548) · 我的工作[open] 564 (5 rows to 792) · 互动[open] 808 (活动 840-876 | fold | 销售活动 880-916) · 市场营销[false] 932 · 数据洞察[false] 980 · 报表[false] 1028 · 全部报表 1076-1112 · 最近使用 1128. Opened: 营销活动; CRM 总览, 销售预测; 报表 → 7 rows (the four opportunity reports, 线索流入, 客户行业与类型, 客户流失信号; no case reports, which is correct for the rep). The APP/reports index page lists all ten reports. Computed consequence for the Done-when: at 1440x900 the admin's viewport already ends inside 我的工作 and the rep's inside 互动, with only the already-expanded groups. No `expanded` change can put 营销活动, CRM 总览, 预测 or 全部报表 inside the first 900 px for either persona; expanding only makes them reachable by scrolling, with no click.",
  "gates": "None run: there is no diff (pnpm verify through os-verify-lock.sh was not invoked; nothing to verify). No PR, so no check-runs.",
  "dogfood_battery": "n/a — no PR",
  "mcp_calls": "0",
  "api_writes": "1 — POST /repos/objectstack-ai/hotcrm/issues/2295/comments (this os-dev-report, via fleet-write relay op comment). git push of the empty branch is not a REST write.",
  "open_questions": [
    {
      "question": "The ten-row premise is false on 18.1.0, but the console already shows 全部报表 at top level without a click. Which route should the card take?",
      "options": [
        "A — Set `expanded: true` on group_insights and group_marketing only, and keep group_reports collapsed. 营销活动, CRM 总览 and 销售预测 show without a click; 全部报表 already does (it is the platform's row). Fix the two stale comments in crm.app.ts ('Collapsed on load, like Marketing and Insights' and 'The console has no report index or picker'; the console has APP/reports on 18.1.0). Cost: about 1 file plus test pins plus a changeset, +3 admin rows (+3 rep rows) above 报表; meets the card's Done-when to the letter, with 全部报表 satisfied by the platform row.",
        "B — Expand all three as the card proposes. Cost: the same size of change, but +10 admin / +7 rep report rows push 全部报表 and 最近使用 about 400 px further down, which is the exact cost the original comment avoided and which the measurement shows still applies.",
        "C — Retire the per-report entries in group_reports in favour of the platform's report index. This reopens #2073 item 1 (⌘K finds a report only through a nav entry), so it is the maintainer's call and not a dev route."
      ],
      "recommendation": "A, because it removes the reason the card exists (three destinations hidden behind clicks) and keeps the cost #2073 and the original comment avoided. 全部报表 is visible already. group_marketing keeps its contribution-anchor role under #1259 because only its `expanded` key changes. Either way, 1440x900 cannot show these entries without scrolling (see tests), so the Done-when should read 'without a click' rather than 'on the first screen'."
    }
  ],
  "out_of_scope_findings": [
    "class: a · reach: public UI, measured as the admin at /_console/apps/app.objectstack.hotcrm/reports in zh-CN · the console's report index lists every report by its English label (Opportunities by Stage, Lead Engagement by Month × Source …) while the sidebar shows the zh-CN labels for the same reports (各阶段商机, 线索流入 …). Not root-caused: either the index does not read the locale pack, or the pack's report keys are not the ones it reads. Landing site is undetermined between objectui and hotcrm translations · dedupe words: report index locale, reports page English labels, sidebar-report-index, report label translation",
    "carrier: none (承接者:无) · noted, not filed — spec vs renderer default: GroupNavItemSchema defaults `expanded` to false (spec dist/ui/index.js:9700), so the console renderer's open-when-no-key fallback (`expanded ?? true`) can never run for parsed app metadata. This is an observation only (the fallback is dead code); the collapsed-group count badge remains objectstack#25876"
  ]
}

Generated by Claude Code

席位核对

Verdict: premise falsified, re-dispatched on route A · repo:hotcrm seat 1 · os-project-manager · session session_016AYFEQGMzwZqJxBYr2AKWr · 2026-10-26
Implemented-by: os-dev subagent (report comment 6410045340, no PR, branch pushed empty) · Reviewed-by: the seat, against hotcrm main 382ba4b

Premise measured false on 18.1.0: the Reports group, opened, still lists one row per report (ten for the admin, seven for na.rep). 全部报表 is not its child: it is the console's own sidebar-report-index row, rendered after the app's navigation and already visible without a click. So the reason group_reports is expanded: false (crm.app.ts:425) still holds, and the dev rightly stopped.
Why the other two are closed: GroupNavItemSchema.expanded defaults to false in spec 18.1.0, so a group with no key renders closed. 营销活动 does reach group_marketing from the marketing module's contribution for both personas.
Route, the seat's ruling (option A): set expanded: true on group_insights and group_marketing; keep group_reports collapsed. That puts 营销活动, CRM 总览 and 销售预测 one scroll away with no click, and 全部报表 is already the platform's row. group_marketing stays the contribution anchor (Slim the nav: one exemplar per nav-item type, view variants return to in-page tabs (7 groups / 31 items → 6 / ~24) #1259 ruled that the group exists; only its expanded key changes). Option B (expand Reports too) costs the ~400 px 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 #2073 and the original comment avoided; option C (retire per-report entries) reopens 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 #2073 item 1 and is the maintainer's call, not taken.
Done-when, amended by measurement: at 1440×900 the admin's viewport ends inside 我的工作 and the rep's inside 互动 before any of these groups, so no expanded change can put them on the first screen. The card is done when 营销活动, CRM 总览, 销售预测 and 全部报表 are visible without a click, for the admin and for a rep.
Noted, not filed yet: the console's report index (APP/reports) lists reports by English label while the sidebar shows the zh-CN labels; landing site not determined (console vs locale-pack keys). The re-dispatch is asked to locate it.

Re-dispatched on the same claim and branch (claude/issue-2295-sidebar-groups-expanded).

Generated by Claude Code

os-dev-report

{
  "issue": 2295,
  "status": "done",
  "branch": "claude/issue-2295-sidebar-groups-expanded",
  "pr": "https://github.com/objectstack-ai/hotcrm/pull/2305",
  "session": "session_016AYFEQGMzwZqJxBYr2AKWr",
  "premise_still_valid": true,
  "summary": "Implemented route A from the seat's ruling (comment 6410069046), so premise_still_valid refers to the amended premise. In src/sales/apps/crm.app.ts, group_marketing and group_insights now set expanded: true. They had no key, and spec 18.1.0 defaults expanded to false. group_reports stays expanded: false. The two stale comments now say what the console does: 18.1.0 has an APP/reports index that the console links as its own All reports row after the nav tree, and Reports is now the only collapsed group. The group_marketing anchor comment is kept. Docs that called Marketing or Insights collapsed are updated in en, zh-Hans and zh-Hant: quick-tour, analytics/index, marketing/index and revenue/index. The quick-tour source pins move with them. Re-measured in the browser: 营销活动, CRM 总览, 销售预测 and 全部报表 are visible without a click for both the admin and na.rep. They are below the 900 px fold, which is the amended Done-when.",
  "tests": "pnpm verify on HEAD bdf36c0 under os-verify-lock (slot hotcrm-2295): the lock printed 'VERDICT command-exit 0 · held the lock 788s'. Test Files 223 passed (223); Tests 4374 passed | 1 skipped (4375). Earlier, vitest run test/app-navigation-shape.test.ts passed 24/24. Browser (headless Chromium, 1440x900, zh-CN, objectstack dev on bdf36c0, after pnpm demo:staff), rows by top-bottom px with no clicks. ADMIN: 市场营销 open 1092, 营销活动 1124-1160 · 数据洞察 open 1176, CRM 总览 1208-1244, 销售预测 1248-1284 · 报表 aria-expanded=false 1300 · 全部报表 [sidebar-report-index] 1348-1384 · the viewport ends after 我的日历 (836-872). REP na.rep: 市场营销 open 932, 营销活动 964-1000 · 数据洞察 open 1016, CRM 总览 1048-1084, 销售预测 1088-1124 · 报表 false 1140 · 全部报表 1188-1224 · the viewport ends after 活动 (840-876). Ablation: n/a, because the change is configuration and docs plus pin moves; no tested behaviour logic changed.",
  "gates": "Local: pnpm verify (validate, typecheck, lint, hygiene, hygiene:tokens, build, test) exit 0 per the lock's VERDICT line, captured from the redirected log (no pipe). dispatch-gates.mjs cannot derive hotcrm families, so the hand-derived list from the brief is the gate list. CI on PR #2305 at bdf36c0 when this report was written: Vercel Preview Comments success; Label Pull Request success; Typecheck and Build, Build and Test (22.x), Playwright, Quality Checks, Analyze Code (javascript), link-check and Check Changeset all in_progress.",
  "dogfood_battery": "n/a — no `!` in the PR title and no (narrowing) arm",
  "mcp_calls": "0",
  "api_writes": "3 in this session, all through the fleet-write relay: (1) POST /repos/objectstack-ai/hotcrm/issues/2295/comments, the first-pass blocked os-dev-report, comment 6410045340; (2) pr_create, which is POST /repos/objectstack-ai/hotcrm/pulls (draft) plus POST /repos/objectstack-ai/hotcrm/issues/2305/assignees [os-project-manager], read back as identical; (3) POST /repos/objectstack-ai/hotcrm/issues/2295/comments, this os-dev-report. git push is not counted.",
  "deviations": [
    "Extra fix, declared in the PR's Acceptance notes: content/docs/marketing/index (3 locales) said the Marketing group contains Campaigns and Products. Products' entry is under Sales (contributed by the revenue module), and the browser shows only 营销活动 under 市场营销. That claim sat in the section being rewritten, so it was corrected rather than left false next to the new sentence.",
    "The group-state pin lives in test/docs-quick-tour-navigation.test.ts (COLLAPSED/EXPANDED, and Insights pinned open). In test/app-navigation-shape.test.ts only a stale 'no report index' comment changed, and its group_reports expanded:false pin stands. I did not add a duplicate pin, because the shape file's header asks for one pin per fact.",
    "main gained #2302 and #2304 after the branch was cut. They touch no file in this diff, so I did not merge main; CI tests the merge ref."
  ],
  "open_questions": [],
  "out_of_scope_findings": [
    "class: b · reach: public UI, /_console/apps/app.objectstack.hotcrm/reports in zh-CN shows English report labels while the sidebar shows zh-CN ones (measured) · Seam: spec:TranslationData (no reports group; TRANSLATION_KEY_GUIDANCE.reports = 'reports have no translation group, omit them', @objectstack/spec 18.1.0 dist/system/index.js:18322) → renderer: console AppReportIndexView via appReportIndex reportLabel (dist/assets/appReportIndex-qVZKRoBI.js byte 1475) → i18n-runtime reportLabel, which reads the key reports.NAME.label (dist/assets/i18n-runtime-DS6Dh9ZK.js byte 10568 for the key builder, byte 11771 for reportLabel) · The console reads a translation key that the spec gives authors no legal slot for, so the landing site is the platform (objectstack spec group plus objectui console), not a HotCRM locale pack; HotCRM cannot author it · dedupe words: reports translation group, reportLabel reports.NAME.label, report index untranslated, AppReportIndexView locale",
    "carrier: none (承接者:无) · noted, not filed — GroupNavItemSchema defaults expanded to false (spec dist/ui/index.js:9700), so the console renderer's open-when-no-key fallback (expanded ?? true, ui-layout chunk) never runs for parsed app metadata. This is dead code, an observation only."
  ]
}

Generated by Claude Code

ACCEPT → PR #2305 ## 席位核对 · head bdf36c0 · landing waits for CI.

Generated by Claude Code

Landed · repo:hotcrm seat 1 · os-project-manager · session session_016AYFEQGMzwZqJxBYr2AKWr · 2026-10-26T07:32Z

PR #2305 merged through the merge queue at the ACCEPTed head bdf36c0 as 9464673 on main (route A: Marketing and Insights open on load, Reports stays collapsed). The seat's review of record is the ## 席位核对 comment on the PR. Fixes #2295 closed this card; no other card was closed by the merge. In the same act, pm:dispatched is removed and the assignee cleared. The report-index translation gap found on this card is #2306 (blocked on objectstack-ai/objectstack#25826).

Generated by Claude Code

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Sidebar: Marketing, Insights and Reports open collapsed, so an admin's first screen shows no Campaigns, Forecasts or CRM Overview entry, and the Reports group holds a single "All reports" child #2295

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Sidebar: Marketing, Insights and Reports open collapsed, so an admin's first screen shows no Campaigns, Forecasts or CRM Overview entry, and the Reports group holds a single "All reports" child #2295

Description

What is seen

What is HotCRM's and what is not

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objectstack-fleet commented on Oct 26, 2026

objectstack-fleet commented on Oct 26, 2026

objectstack-fleet commented on Oct 26, 2026

objectstack-fleet commented on Oct 26, 2026

席位核对

objectstack-fleet commented on Oct 26, 2026

objectstack-fleet commented on Oct 26, 2026

objectstack-fleet commented on Oct 26, 2026

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