Upgrade @objectstack/* to v3.0.11 and adapt to ViewFilterRule protocol change by Copilot · Pull Request #242 · objectstack-ai/hotcrm

Copilot · 2026-02-26T18:43:07Z

Description

Upgrades all @objectstack/* packages from v3.0.8/v3.0.9 to v3.0.11 and adapts code to the breaking ViewFilterRule format change introduced in @objectstack/spec@3.0.10.

Type of Change

Bug fix (non-breaking change which fixes an issue)
New feature (non-breaking change which adds functionality)
Breaking change (fix or feature that would cause existing functionality to not work as expected)
Documentation update
Code refactoring
Performance improvement
CI/CD update

Related Issues

Changes Made

Package upgrades (root + 17 workspace packages)

@objectstack/spec, runtime, cli, driver-memory, objectql, plugin-hono-server, studio → ^3.0.11

ViewFilterRule migration (34 view files across 13 packages)

@objectstack/spec@3.0.10 changed ViewFilterRule from array tuples to objects:

// Before
filter: [['status', '=', 'active'], ['type', 'IN', ['customer', 'prospect']]]

// After
filter: [{ field: 'status', operator: '=', value: 'active' }, { field: 'type', operator: 'IN', value: ['customer', 'prospect'] }]

Affected: *.view.ts and *.view_enhanced.ts across crm, finance, hr, marketing, products, support, analytics, integration, community, education, financial-services, healthcare, real-estate.

Documentation

ROADMAP.md, README.md, docs: protocol version → v3.0.11
Added version upgrade history entry

Testing

Unit tests pass (npm test)
Linting passes (npm run lint)
Build succeeds (npm run build)
Manual testing completed
New tests added (if applicable)

195 test files, 3817 tests passing — unchanged from baseline.

Screenshots

N/A

Checklist

My code follows the style guidelines of this project
I have performed a self-review of my own code
I have commented my code, particularly in hard-to-understand areas
I have made corresponding changes to the documentation
My changes generate no new warnings
I have added tests that prove my fix is effective or that my feature works
New and existing unit tests pass locally with my changes
Any dependent changes have been merged and published

Additional Notes

The @objectstack/spec@3.0.10 PR #806 also added DashboardWidget.id (required), PageSchema conditional validation for record_review/blank types, and AnimationSchema snake_case renames — none of these required changes in HotCRM since our existing definitions already conform.

Original prompt

@objectstack/* 升级到最新版，并按照最新的协议调整代码

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vercel · 2026-02-26T18:43:12Z

The latest updates on your projects. Learn more about Vercel for GitHub.

Project	Deployment	Actions	Updated (UTC)
hotcrm	Error		Feb 26, 2026 7:21pm
hotcrm-demo	Error		Feb 26, 2026 7:21pm

Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>

Copilot

Pull request overview

Upgrades the monorepo to @objectstack/* v3.0.11 and migrates list view filter definitions to the ViewFilterRule object protocol ({ field, operator, value }) required by @objectstack/spec@>=3.0.10, plus updates protocol/version documentation.

Changes:

Bump @objectstack/* dependencies across root + workspace packages to ^3.0.11 (incl. lockfile refresh).
Migrate filter definitions in many *.view.ts / *.view_enhanced.ts files from tuple arrays to { field, operator, value } objects.
Update protocol version references in docs (README/ROADMAP/docs).

Reviewed changes

Copilot reviewed 55 out of 57 changed files in this pull request and generated 5 comments.

Show a summary per file

File	Description
pnpm-lock.yaml	Locks upgraded `@objectstack/*` dependency graph at v3.0.11 (plus related transitive updates).
package.json	Root devDependencies updated to `@objectstack/* ^3.0.11`.
.gitignore	Ignores `*.tgz` and `package/` artifacts.
ROADMAP.md	Protocol version updated to v3.0.11 and adds upgrade history entry for ViewFilterRule change.
README.md	Updates spec version badge/text to v3.0.11.
content/docs/roadmap.mdx	Updates protocol version references to v3.0.11 in docs roadmap.
content/docs/index.mdx	Updates protocol version to v3.0.11.
packages/server/package.json	Updates server’s `@objectstack/*` dependencies to `^3.0.11`.
packages/core/package.json	Updates `@objectstack/spec` to `^3.0.11`.
packages/ai/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/analytics/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/community/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/crm/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/education/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/finance/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/financial-services/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/healthcare/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/hr/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/integration/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/marketing/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/products/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/real-estate/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/support/package.json	Updates `@objectstack/spec`/`@objectstack/cli` to `^3.0.11`.
packages/support/src/support.view_enhanced.ts	Migrates ViewTabs `filter` tuples to object-based ViewFilterRule format.
packages/support/src/knowledge_article.view.ts	Migrates view `filter` tuples to object-based rules.
packages/support/src/case.view.ts	Migrates view `filter` tuples to object-based rules.
packages/real-estate/src/showing.view.ts	Migrates view `filter` tuples to object-based rules.
packages/real-estate/src/real_estate_offer.view.ts	Migrates view `filter` tuples to object-based rules.
packages/real-estate/src/listing.view.ts	Migrates view `filter` tuples to object-based rules.
packages/products/src/quote.view.ts	Migrates view `filter` tuples to object-based rules.
packages/products/src/products.view_enhanced.ts	Migrates ViewTabs `filter` tuples to object-based rules.
packages/products/src/product.view.ts	Migrates view `filter` tuples to object-based rules.
packages/marketing/src/marketing.view_enhanced.ts	Migrates ViewTabs `filter` tuples to object-based rules.
packages/marketing/src/campaign.view.ts	Migrates view `filter` tuples to object-based rules.
packages/integration/src/connector.view.ts	Migrates view `filter` tuples to object-based rules.
packages/hr/src/hr.view_enhanced.ts	Migrates ViewTabs `filter` tuples to object-based rules.
packages/hr/src/employee.view.ts	Migrates view `filter` tuples to object-based rules.
packages/healthcare/src/referral.view.ts	Migrates view `filter` tuples to object-based rules.
packages/healthcare/src/patient.view.ts	Migrates view `filter` tuples to object-based rules.
packages/healthcare/src/appointment.view.ts	Migrates view `filter` tuples to object-based rules.
packages/financial-services/src/wealth_account.view.ts	Migrates view `filter` tuples to object-based rules.
packages/financial-services/src/portfolio.view.ts	Migrates view `filter` tuples to object-based rules.
packages/financial-services/src/kyc.view.ts	Migrates view `filter` tuples to object-based rules.
packages/finance/src/finance.view_enhanced.ts	Migrates ViewTabs `filter` tuples to object-based rules.
packages/finance/src/contract.view.ts	Migrates view `filter` tuples to object-based rules (incl. multi-rule filters).
packages/education/src/student.view.ts	Migrates view `filter` tuples to object-based rules.
packages/education/src/course.view.ts	Migrates view `filter` tuples to object-based rules.
packages/education/src/application_form.view.ts	Migrates view `filter` tuples to object-based rules.
packages/crm/src/opportunity.view.ts	Migrates view `filter` tuples to object-based rules (incl. multi-rule filters).
packages/crm/src/lead.view.ts	Migrates view `filter` tuples to object-based rules.
packages/crm/src/crm.view_enhanced.ts	Migrates CRM ViewTabs `filter` tuples to object-based rules.
packages/crm/src/contact.view.ts	Migrates view `filter` tuples to object-based rules.
packages/crm/src/account.view.ts	Migrates view `filter` tuples to object-based rules (incl. multi-rule filters).
packages/community/src/topic.view.ts	Migrates view `filter` tuples to object-based rules.
packages/community/src/idea.view.ts	Migrates view `filter` tuples to object-based rules.
packages/analytics/src/report.view.ts	Migrates view `filter` tuples to object-based rules.
packages/analytics/src/kpi.view.ts	Migrates view `filter` tuples to object-based rules.

Files not reviewed (1)

pnpm-lock.yaml: Language not supported

Copilot · 2026-02-27T03:36:35Z

    name: 'on_probation',
    label: 'On Probation',
-    filter: [['gpa', '<', '2.0']],
+    filter: [{ field: 'gpa', operator: '<', value: '2.0' }],


gpa is a numeric field (tests assert Student.fields.gpa.type is number), but this filter compares it to the string '2.0'. Use a numeric value (e.g., 2.0) so the < comparison behaves correctly.

Suggested change

filter: [{ field: 'gpa', operator: '<', value: '2.0' }],

filter: [{ field: 'gpa', operator: '<', value: 2.0 }],

Copilot · 2026-02-27T03:36:35Z

 HotCRM has completed **16 development phases** (1–14 including 10.5, 10.6, 12A-D, and 12E), establishing a full-featured, production-ready **13-package CRM** with **~148 business objects**, AI agent workflows, enterprise security, full UI metadata, Salesforce feature parity (~95%), 4 vertical industry solutions, Activity Feed/Chatter system, Interface Builder, and comprehensive developer tooling.

-> **Protocol Version**: @objectstack/spec v3.0.8 | **Tests**: 3,799 passing (192 files) | **Spec Schema Adoption**: ~95 / ~95 (~100%) | **Last Updated**: February 21, 2027
+> **Protocol Version**: @objectstack/spec v3.0.11 | **Tests**: 3,799 passing (192 files) | **Spec Schema Adoption**: ~95 / ~95 (~100%) | **Last Updated**: February 21, 2027


This line still states "3,799 passing (192 files)", but ROADMAP.md in this PR records 3817 tests passing for the v3.0.11 upgrade. Please reconcile the docs metrics (tests + file count) so they’re consistent across documentation.

Suggested change

> **Protocol Version**: @objectstack/spec v3.0.11 | **Tests**: 3,799 passing (192 files) | **Spec Schema Adoption**: ~95 / ~95 (~100%) | **Last Updated**: February 21, 2027

> **Protocol Version**: @objectstack/spec v3.0.11 | **Tests**: 3,817 passing (192 files) | **Spec Schema Adoption**: ~95 / ~95 (~100%) | **Last Updated**: February 21, 2027

Copilot · 2026-02-27T03:36:36Z

 ![Tests](https://img.shields.io/badge/Tests-3799%20passing-brightgreen)
-![Spec](https://img.shields.io/badge/%40objectstack%2Fspec-v3.0.8-blue)
+![Spec](https://img.shields.io/badge/%40objectstack%2Fspec-v3.0.11-blue)

-> A world-class Customer Relationship Management system built on @objectstack/spec v3.0.8 protocol with Salesforce-level functionality and Apple/Linear-level UX.
+> A world-class Customer Relationship Management system built on @objectstack/spec v3.0.11 protocol with Salesforce-level functionality and Apple/Linear-level UX.



README still advertises "3799 passing" tests, but ROADMAP.md in this PR records 3817 tests passing for the v3.0.11 upgrade. Please align the README test badge / stated counts with the updated baseline to keep documentation consistent.

Copilot · 2026-02-27T03:36:36Z

+  { name: 'open', label: 'Open', pinned: false, isDefault: true, visible: true, filter: [{ field: 'status', operator: '=', value: 'open' }] },
+  { name: 'escalated', label: 'Escalated', pinned: false, isDefault: false, visible: true, filter: [{ field: 'is_escalated', operator: '=', value: 'true' }] },
+  { name: 'resolved', label: 'Resolved', pinned: false, isDefault: false, visible: true, filter: [{ field: 'status', operator: '=', value: 'resolved' }] },


is_escalated is a boolean field (see packages/support/src/case.object.ts), but this ViewTab filter uses the string 'true'. This will likely not match any records (and is inconsistent with case.view.ts which uses boolean true). Use a boolean value here so the filter matches escalated cases.

Copilot · 2026-02-27T03:36:36Z

  { name: 'all', label: 'All Contacts', pinned: false, isDefault: true, visible: true, filter: [] },
-  { name: 'decision_makers', label: 'Decision Makers', pinned: false, isDefault: false, visible: true, filter: [['is_decision_maker', '=', 'true']] },
-  { name: 'recent', label: 'Recently Contacted', pinned: false, isDefault: false, visible: true, filter: [['last_contact_date', '>=', 'LAST_30_DAYS']] }
+  { name: 'decision_makers', label: 'Decision Makers', pinned: false, isDefault: false, visible: true, filter: [{ field: 'is_decision_maker', operator: '=', value: 'true' }] },


is_decision_maker is defined as a boolean field (packages/crm/src/contact.object.ts), but this ViewTab filter uses the string 'true'. That will likely fail to match decision-maker contacts (and differs from contact.view.ts which uses boolean true). Use a boolean value in the filter.

Suggested change

{ name: 'decision_makers', label: 'Decision Makers', pinned: false, isDefault: false, visible: true, filter: [{ field: 'is_decision_maker', operator: '=', value: 'true' }] },

{ name: 'decision_makers', label: 'Decision Makers', pinned: false, isDefault: false, visible: true, filter: [{ field: 'is_decision_maker', operator: '=', value: true }] },

Initial plan

4fb64ba

Copilot AI assigned Copilot and hotlong Feb 26, 2026

Copilot started work on behalf of hotlong February 26, 2026 18:43 View session

Copilot AI and others added 3 commits February 26, 2026 18:46

Initial plan for @objectstack/* upgrade to latest

ea7869c

Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>

Upgrade @objectstack/* packages to ^3.0.11 and fix filter format

f3f196f

Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>

Update documentation and ROADMAP for v3.0.11 protocol upgrade

954fb95

Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>

Copilot AI changed the title ~~[WIP] Upgrade ObjectStack to latest version and adjust code~~ Upgrade @objectstack/* to v3.0.11 and adapt to ViewFilterRule protocol change Feb 26, 2026

Copilot finished work on behalf of hotlong February 26, 2026 19:07

vercel Bot had a problem deploying to Preview – hotcrm February 26, 2026 19:19 Failure

vercel Bot had a problem deploying to Preview – hotcrm-demo February 26, 2026 19:20 Failure

hotlong marked this pull request as ready for review February 27, 2026 03:31

Copilot AI review requested due to automatic review settings February 27, 2026 03:31

Copilot started reviewing on behalf of hotlong February 27, 2026 03:31 View session

hotlong merged commit a5fa3d7 into main Feb 27, 2026
3 of 5 checks passed

Copilot AI reviewed Feb 27, 2026

View reviewed changes

Copilot AI mentioned this pull request Feb 27, 2026

fix: add apps/docs/vercel.json to fix docs deployment build failure #243

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Upgrade @objectstack/* to v3.0.11 and adapt to ViewFilterRule protocol change#242

Upgrade @objectstack/* to v3.0.11 and adapt to ViewFilterRule protocol change#242
hotlong merged 4 commits intomainfrom
copilot/upgrade-objectstack-to-latest-again

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	filter: [{ field: 'gpa', operator: '<', value: '2.0' }],
	filter: [{ field: 'gpa', operator: '<', value: 2.0 }],

	> Protocol Version: @objectstack/spec v3.0.11 \| Tests: 3,799 passing (192 files) \| Spec Schema Adoption: ~95 / ~95 (~100%) \| Last Updated: February 21, 2027
	> Protocol Version: @objectstack/spec v3.0.11 \| Tests: 3,817 passing (192 files) \| Spec Schema Adoption: ~95 / ~95 (~100%) \| Last Updated: February 21, 2027

	{ name: 'decision_makers', label: 'Decision Makers', pinned: false, isDefault: false, visible: true, filter: [{ field: 'is_decision_maker', operator: '=', value: 'true' }] },
	{ name: 'decision_makers', label: 'Decision Makers', pinned: false, isDefault: false, visible: true, filter: [{ field: 'is_decision_maker', operator: '=', value: true }] },

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Description

Type of Change

Related Issues

Changes Made

Package upgrades (root + 17 workspace packages)

ViewFilterRule migration (34 view files across 13 packages)

Documentation

Testing

Screenshots

Checklist

Additional Notes

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