Merge origin/main — keep the PR's richer user-facing copy over #2618's interim rewrite

Author: claude

.changeset/object-nav-filters.md

@@ -0,0 +1,7 @@
+---
+'@objectstack/spec': minor
+---
+
+feat(spec): `ObjectNavItem.filters` — declarative URL filter conditions targeting the parameterized bare data surface (objectui ADR-0055, objectui#2251).
+
+An object nav item can now carry `filters: Record<string, string>` (equality semantics). The shell resolves such an entry to `/:objectName/data?filter[<field>]=<value>` — an unanchored data surface with removable filter chips — instead of a saved list view. Use it for one-off / parameterized slices (dashboard drill-throughs, "assigned to me" links); slices worth curating stay on `viewName`. Values support the same `{current_user_id}` / `{current_org_id}` template variables as `recordId`. Target precedence within `type: 'object'`: `recordId` → `filters` → `viewName`. Purely additive — items without `filters` are unaffected.

content/docs/ui/apps.mdx

@@ -66,6 +66,17 @@ Links to an object's list view:
 { id: 'nav_accounts', type: 'object', label: 'Accounts', objectName: 'account', icon: 'building', viewName: 'all_accounts' }
 ```
 
+Three optional target fields refine where the entry lands (precedence: `recordId` → `filters` → `viewName`):
+
+- `viewName` — anchor the entry to a named list view.
+- `recordId` — deep-link straight to one record ("My Profile"); supports `{current_user_id}` / `{current_org_id}` template variables.
+- `filters` — a one-off parameterized slice: the entry lands on the **bare data surface** (`/:objectName/data`) with each condition serialized as a removable `filter[<field>]=<value>` URL chip, not anchored to any saved view. Use it for drill-throughs and "assigned to me"-style links instead of authoring a view; values support the same template variables. The surface shows what row-level permissions allow — it is not a security feature.
+
+```typescript
+{ id: 'nav_my_open', type: 'object', label: 'My Open Deals', objectName: 'opportunity',
+  filters: { owner_id: '{current_user_id}', status: 'open' }, icon: 'user-check' }
+```
+
 ### Dashboard Navigation
 
 Links to a dashboard:

examples/app-crm/objectstack.config.ts

@@ -7,10 +7,8 @@ import * as views from './src/views/index.js';
 import * as apps from './src/apps/index.js';
 import * as dashboards from './src/dashboards/index.js';
 import * as datasets from './src/datasets/index.js';
-import * as reports from './src/reports/index.js';
 import * as pages from './src/pages/index.js';
 import * as actions from './src/actions/index.js';
-import * as emails from './src/emails/index.js';
 import { allHooks } from './src/hooks/index.js';
 import { allFlows } from './src/flows/index.js';
 import {
@@ -24,29 +22,19 @@ import {
   WonDealActivitySharingRule,
 } from './src/security/index.js';
 import { CrmSeedData } from './src/data/index.js';
-import { LeadCsvImportMapping, ContactJsonSyncMapping } from './src/data/crm-mappings.js';
 import { CrmDatasource, CrmAnalyticsDatasource } from './src/datasources/crm.datasource.js';
 import { CrmTranslationBundle } from './src/translations/crm.translation.js';
-import { ContactExtension } from './src/extensions/contact.extension.js';
-import { CustomerPortal } from './src/portals/customer.portal.js';
-import { CrmLightTheme, CrmDarkTheme } from './src/themes/crm.theme.js';
-import { LeadScoringJob, PipelineReportJob, RenewalSweepJob } from './src/jobs/crm-jobs.js';
-import {
-  PipelineSummaryEndpoint,
-  LeadConvertEndpoint,
-  MarketingWebhookEndpoint,
-} from './src/api/crm-endpoints.js';
-import { OpportunityChangedWebhook, DealWonSlackWebhook } from './src/webhooks/crm-webhooks.js';
-import { PipelineCube, LeadFunnelCube } from './src/analytics/crm.cube.js';
-import { HubSpotConnector, SlackConnector } from './src/connectors/crm-connectors.js';
 
 /**
- * CRM example — exercises the full metadata loading pipeline with at
- * least one record of every form-bearing metadata type so the Studio
- * metadata-admin UI can be developed and validated against real data.
+ * CRM example — a MINIMAL, realistic relational bundle that smoke-tests the
+ * metadata application loading pipeline: objects/relationships → views →
+ * app → dashboard (dataset-backed) → hook → one screen-flow wizard → seed.
+ * Deliberately small so `pnpm dev:crm` boots fast for backend debugging.
  *
- * For a full enterprise reference (10+ objects, RAG, sharing rules,
- * etc.) see https://github.com/objectstack-ai/hotcrm
+ * NOT a feature showcase: capability breadth (cubes, extensions, apis,
+ * webhooks, portals, themes, reports, jobs, emails, automation variety)
+ * lives in examples/app-showcase, whose coverage manifest enforces it.
+ * For a full enterprise reference see https://github.com/objectstack-ai/hotcrm
  */
 export default defineStack({
   manifest: {
@@ -58,12 +46,10 @@ export default defineStack({
     description: 'Minimal CRM workspace used by the framework to validate the metadata loading pipeline end-to-end.',
   },
 
-  // Auto-resolved by the CLI; `ui` enables the Studio shell, `automation` loads
-  // AutomationServicePlugin + node packs so screen flows can execute, and
-  // `approvals` loads ApprovalsServicePlugin so the `approval` flow node is
-  // contributed to the engine (ADR-0019) — required for the discount-approval
-  // flow to compile/register and to surface the node in the designer palette.
-  requires: ['ui', 'automation', 'approvals'],
+  // Auto-resolved by the CLI; `ui` enables the Studio shell, `automation`
+  // loads AutomationServicePlugin + node packs so the convert-lead screen
+  // flow can execute.
+  requires: ['ui', 'automation'],
 
   // Infrastructure
   datasources: [CrmDatasource, CrmAnalyticsDatasource],
@@ -85,28 +71,22 @@ export default defineStack({
 
   // Data
   objects: Object.values(objects),
-  objectExtensions: [ContactExtension],
 
   // UI
   apps: Object.values(apps),
-  portals: [CustomerPortal],
   views: Object.values(views),
   pages: Object.values(pages),
   dashboards: Object.values(dashboards),
   datasets: Object.values(datasets),
-  reports: Object.values(reports),
   actions: Object.values(actions),
-  themes: [CrmLightTheme, CrmDarkTheme],
 
   // Logic
   hooks: allHooks,
-  // ADR-0020: `workflows` retired — record state machines are now a
+  // ADR-0020: `workflows` retired — record state machines are a
   // `state_machine` validation rule on the object (see
-  // src/objects/opportunity.object.ts) and side-effecting automation is
-  // modelled as Flows (high-value-deal, stale-opportunity in allFlows).
+  // src/objects/opportunity.object.ts). One flow only: the convert-lead
+  // screen wizard the smoke test drives.
   flows: allFlows,
-  jobs: [LeadScoringJob, PipelineReportJob, RenewalSweepJob],
-  emailTemplates: Object.values(emails),
 
   // Security
   roles: [SalesRepRole, SalesManagerRole, FinanceApproverRole],
@@ -117,17 +97,6 @@ export default defineStack({
     WonDealActivitySharingRule,
   ],
 
-  // API
-  apis: [PipelineSummaryEndpoint, LeadConvertEndpoint, MarketingWebhookEndpoint],
-  webhooks: [OpportunityChangedWebhook, DealWonSlackWebhook],
-
-  // Data Extensions
-  mappings: [LeadCsvImportMapping, ContactJsonSyncMapping],
-  analyticsCubes: [PipelineCube, LeadFunnelCube],
-
-  // Integrations
-  connectors: [HubSpotConnector, SlackConnector],
-
   // Seed data
   data: CrmSeedData,
 });

examples/app-crm/src/actions/index.ts

@@ -1,4 +1,3 @@
 // Copyright (c) 2025 ObjectStack. Licensed under the Apache-2.0 license.
 
 export { ConvertLeadAction } from './convert-lead.action.js';
-export { ParkLeadAction } from './park-lead.action.js';