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feat: ADR-0047 account workbench — interface page + quick-filter dropdowns#383

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xuyushun441-sys merged 1 commit into
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feat/adr-0047-account-workbench
Jun 13, 2026
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feat: ADR-0047 account workbench — interface page + quick-filter dropdowns#383
xuyushun441-sys merged 1 commit into
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feat/adr-0047-account-workbench

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Summary

Dogfoods ADR-0047's two run modes on real CRM shapes (the Airtable-CRM parity scenario):

  • account_workbench interface page — references all_accounts (iron rule: columns/filter/sort inherited, never restated) and adds presentation policy only: industry (with per-option counts) / type / owner (user lookup → record-picker dropdown), visualization locked to grid, advanced filtering and view management off. Filter selections persist as uf_* URL params.
  • enterprise_accounts data-mode dropdowns — on the tab-less view, since the default view's tabs act as the view switcher and filter elements are mutually exclusive with a tab row.
  • Nav: Account Workbench entry beside Accounts.

Activation

userFilters needs @objectstack/spec > 9.2.0 (UserFiltersSchema landed in framework main via framework#1792, unreleased). On 9.2.0, defineStack strips the block — the page renders without the filter bar, a harmless no-op until the dependency bump. The spread-as any casts cover the 9.2.0 types and come off with the bump.

Testing

  • pnpm typecheck clean, pnpm test 6/6
  • The rendering path is covered end-to-end in objectui (e2e/live/user-filters.spec.ts, objectui#1681)

🤖 Generated with Claude Code

…downs

Dogfoods the two ADR-0047 run modes on the CRM shapes they were designed
for (the Airtable-CRM parity scenario):

- pages/account_workbench: curated interface page referencing the
  all_accounts view — industry (with counts) / type / owner dropdowns,
  visualization locked to grid, no advanced filtering or view management.
  owner is a user lookup and renders as a record-picker dropdown.
- views/account enterprise_accounts: data-mode dropdown filters on the
  tab-less view (the default view's tabs are a view switcher, and filter
  tabs/dropdowns are mutually exclusive on one toolbar).
- crm.app nav: Account Workbench entry next to Accounts.

Activation note: userFilters requires @objectstack/spec > 9.2.0
(UserFiltersSchema, framework#1792). On 9.2.0 defineStack strips the
block — the page renders without a filter bar, a harmless no-op. The
spread-as-any casts paper over the 9.2.0 types and come off with the
version bump.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@xuyushun441-sys
xuyushun441-sys merged commit 90342e7 into main Jun 13, 2026
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@xuyushun441-sys
xuyushun441-sys deleted the feat/adr-0047-account-workbench branch June 13, 2026 01:27
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2 participants