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feat(security)!: reconcile SharingRule authoring with the enforced runtime — group→team, +business_unit, prune guest + owner-type (#1878) - #3557

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feat/sharing-rule-recipient-reconcile
Jul 27, 2026
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feat(security)!: reconcile SharingRule authoring with the enforced runtime — group→team, +business_unit, prune guest + owner-type (#1878)#3557
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feat/sharing-rule-recipient-reconcile

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Closes the SharingRule loose end from the 2026-07 security-props recheck (#3503, umbrella #1878). Decision per owner directive: the system has team, not group; the rest judged against mainstream platforms, long-term surface honesty, and AI-authoring safety (ADR-0078).

Problem

The authoring ShareRecipientType enum drifted behind both the ADR-0090 D3 rename and the enforced runtime. expandRecipient already expands team (sys_team/sys_team_member via TeamGraphService) and business_unit (BusinessUnitGraphService) — but the authoring enum still offered the pre-rename group (silently skipped at seed time with a warn) and omitted both live recipients. guest had no runtime mapping at all, and owner-type rules (type: 'owner', ownedBy) validated and were then skipped wholesale. The spec's own JSDoc claimed team/business_unit support the enum didn't deliver.

What changed

Authoring surface Before After
group parsed, silently skipped renamed → team, wired to the live TeamGraphService expansion
business_unit not authorable (runtime enforced it) added — one unit's members, no subtree
guest parsed, silently skipped removed — anonymous access is the public-form grant / share-link surface
type: 'owner' (ownedBy) parsed, skipped wholesale removed — returns if membership-reactive re-materialisation is designed
queue never authorable unchanged — runtime-reserved (no sys_queue yet)

Net invariant: every authorable recipient and rule type now enforces — nothing on this surface validates and then silently does nothing.

  • spec: enum surgery; OwnerSharingRuleSchema + type export deleted; SharingRuleSchema = the criteria form (SharingRuleType = ['criteria'], union slot documented for future enforced types); JSDoc rewritten.
  • plugin-sharing bootstrap: team mapped; retired shapes kept as defensive skips (stale pre-built packages) — never seeded as match-all (ADR-0049).
  • examples: both never-enforced owner rules migrated to enforced criteria rules (share_open_tasks_with_manager, share_active_leads_with_manager).
  • dogfood: the "owner rule honestly skipped" test flips to "criteria replacement seeds + enforces" — proven on a real boot: ruleCount 4→5, showcase_task now hook-bound, criteria_json compiles to exactly {done: false}. authz-conformance sharing-rules row updated.
  • docs: recipient table now all-enforced + a retired-shapes note; references regenerated; manifest key dropped; api-surface −2 exports.

Verification

  • spec 6882 + plugin-sharing 101 + crm 20 + showcase 58 + dogfood 17 tests green (incl. a real kernel boot seeding the migrated rules).
  • spec / downstream-contract / all-examples tsc --noEmit clean (the frozen third-party consumer uses none of the removed exports).
  • check:docs / check:api-surface / check:skill-refs / check:skill-examples in sync; skills contain no retired shapes.

Breaking → ships as minor per the launch-window breaking-as-minor policy; the changeset carries the FROM→TO migration (stale definitions fail parse with the valid options listed — loud at authoring time, exactly the ADR-0078 posture).

Refs #1878, #2077, #1887.

🤖 Generated with Claude Code

…ntime — group→team, +business_unit, prune guest + owner-type (#1878)

The authoring ShareRecipientType enum drifted behind the ADR-0090 D3 rename
and the enforced runtime: expandRecipient already expands `team` (sys_team /
sys_team_member via TeamGraphService) and `business_unit`, but the enum still
offered the pre-rename `group` (silently skipped at seed time with a warn)
and omitted both live recipients. Owner-type rules validated but were skipped
wholesale (live-membership-dependent). After this change every authorable
recipient and rule type is enforced — nothing on the SharingRule surface
validates and then silently does nothing (ADR-0078).

- spec: rename group→team, add business_unit, drop guest; delete
  OwnerSharingRuleSchema + OwnerSharingRule (SharingRuleSchema = the criteria
  form; SharingRuleType = ['criteria']); JSDoc rewritten; explain.zod comment.
- plugin-sharing bootstrap: map team→TeamGraphService expansion; retired
  shapes kept as defensive skips (stale pre-built packages), never match-all.
- examples: migrate both never-enforced owner rules to enforced criteria
  rules (showcase share_open_tasks_with_manager: done==false → manager;
  crm share_active_leads_with_manager: status not converted/disqualified →
  sales_manager); crm smoke test asserts criteria-only.
- dogfood: rbac-seeding test flips from "owner rule honestly skipped" to
  "criteria replacement seeds + enforces" (criteria_json {done:false},
  recipient position/manager — proven on a real boot: ruleCount 4→5,
  showcase_task now hook-bound); authz-conformance sharing-rules row updated.
- docs: permissions/sharing-rules.mdx recipient table (all enforced) +
  retired-shapes note; references regen; manifest key security/OwnerSharingRule
  dropped; api-surface −2 exports.

Verified: spec 6882 + plugin-sharing 101 + crm 20 + showcase 58 + dogfood 17
tests green; spec/downstream-contract/examples tsc clean; check:docs /
api-surface / skill-refs / skill-examples in sync. Ships minor per the
launch-window breaking-as-minor policy; changeset carries the FROM→TO
migration.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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@github-actions github-actions Bot added documentation Improvements or additions to documentation tests tooling size/l labels Jul 27, 2026
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📓 Docs Drift Check

This PR changes 3 package(s): @objectstack/plugin-sharing, packages/qa, @objectstack/spec.

105 hand-written doc(s) reference the affected code and may need an implementation-accuracy re-verification:

  • content/docs/ai/agents.mdx (via @objectstack/spec)
  • content/docs/ai/skills-reference.mdx (via @objectstack/spec)
  • content/docs/ai/skills.mdx (via @objectstack/spec)
  • content/docs/api/client-sdk.mdx (via @objectstack/spec)
  • content/docs/api/environment-routing.mdx (via @objectstack/spec)
  • content/docs/api/error-catalog.mdx (via @objectstack/spec)
  • content/docs/api/error-handling-client.mdx (via @objectstack/spec)
  • content/docs/api/error-handling-server.mdx (via @objectstack/spec)
  • content/docs/api/index.mdx (via @objectstack/spec)
  • content/docs/automation/approvals.mdx (via packages/spec)
  • content/docs/automation/flows.mdx (via @objectstack/spec)
  • content/docs/automation/hook-bodies.mdx (via packages/spec)
  • content/docs/automation/hooks.mdx (via @objectstack/spec)
  • content/docs/automation/index.mdx (via @objectstack/spec)
  • content/docs/automation/webhooks.mdx (via @objectstack/spec)
  • content/docs/automation/workflows.mdx (via @objectstack/spec)
  • content/docs/concepts/architecture.mdx (via @objectstack/spec)
  • content/docs/concepts/design-principles.mdx (via packages/spec)
  • content/docs/concepts/index.mdx (via @objectstack/spec)
  • content/docs/concepts/metadata-driven.mdx (via @objectstack/spec)
  • content/docs/concepts/metadata-lifecycle.mdx (via packages/spec)
  • content/docs/concepts/north-star.mdx (via packages/spec)
  • content/docs/data-modeling/analytics.mdx (via @objectstack/spec)
  • content/docs/data-modeling/drivers.mdx (via @objectstack/spec)
  • content/docs/data-modeling/external-datasources.mdx (via @objectstack/spec)
  • content/docs/data-modeling/field-types.mdx (via @objectstack/spec)
  • content/docs/data-modeling/fields.mdx (via @objectstack/spec)
  • content/docs/data-modeling/formulas.mdx (via @objectstack/spec)
  • content/docs/data-modeling/index.mdx (via @objectstack/spec)
  • content/docs/data-modeling/objects.mdx (via @objectstack/spec)
  • content/docs/data-modeling/queries.mdx (via @objectstack/spec)
  • content/docs/data-modeling/schema-design.mdx (via @objectstack/spec)
  • content/docs/data-modeling/seed-data.mdx (via @objectstack/spec)
  • content/docs/data-modeling/validation-rules.mdx (via @objectstack/spec)
  • content/docs/data-modeling/validation.mdx (via @objectstack/spec)
  • content/docs/deployment/cli.mdx (via @objectstack/spec)
  • content/docs/deployment/troubleshooting.mdx (via @objectstack/spec)
  • content/docs/deployment/validating-metadata.mdx (via @objectstack/spec)
  • content/docs/getting-started/build-with-claude-code.mdx (via @objectstack/spec)
  • content/docs/getting-started/common-patterns.mdx (via @objectstack/spec)
  • content/docs/getting-started/examples.mdx (via @objectstack/spec)
  • content/docs/getting-started/quick-reference.mdx (via @objectstack/spec)
  • content/docs/getting-started/quick-start.mdx (via @objectstack/spec)
  • content/docs/getting-started/your-first-project.mdx (via @objectstack/spec)
  • content/docs/kernel/cluster.mdx (via @objectstack/spec)
  • content/docs/kernel/contracts/auth-service.mdx (via packages/spec)
  • content/docs/kernel/contracts/cache-service.mdx (via packages/spec)
  • content/docs/kernel/contracts/data-engine.mdx (via @objectstack/spec)
  • content/docs/kernel/contracts/index.mdx (via @objectstack/spec)
  • content/docs/kernel/contracts/metadata-service.mdx (via packages/spec)
  • content/docs/kernel/contracts/storage-service.mdx (via packages/spec)
  • content/docs/kernel/index.mdx (via packages/spec)
  • content/docs/kernel/runtime-services/email-service.mdx (via packages/spec)
  • content/docs/kernel/runtime-services/index.mdx (via packages/spec)
  • content/docs/kernel/runtime-services/queue-service.mdx (via packages/spec)
  • content/docs/kernel/runtime-services/sharing-service.mdx (via packages/spec)
  • content/docs/kernel/runtime-services/sms-service.mdx (via packages/spec)
  • content/docs/kernel/runtime-services/storage-service.mdx (via packages/spec)
  • content/docs/kernel/services-checklist.mdx (via @objectstack/spec)
  • content/docs/permissions/authorization.mdx (via packages/plugins/plugin-sharing, packages/qa, @objectstack/spec)
  • content/docs/permissions/delegated-administration.mdx (via packages/qa)
  • content/docs/permissions/permission-sets.mdx (via @objectstack/spec)
  • content/docs/permissions/permissions-matrix.mdx (via packages/plugins/plugin-sharing, @objectstack/spec)
  • content/docs/permissions/positions.mdx (via @objectstack/spec)
  • content/docs/permissions/rls.mdx (via @objectstack/spec)
  • content/docs/permissions/sharing-rules.mdx (via @objectstack/spec)
  • content/docs/plugins/adding-a-metadata-type.mdx (via @objectstack/spec)
  • content/docs/plugins/development.mdx (via @objectstack/spec)
  • content/docs/plugins/index.mdx (via @objectstack/spec)
  • content/docs/plugins/packages.mdx (via @objectstack/plugin-sharing, @objectstack/spec)
  • content/docs/protocol/backward-compatibility.mdx (via @objectstack/spec)
  • content/docs/protocol/diagram.mdx (via packages/spec)
  • content/docs/protocol/kernel/config-resolution.mdx (via @objectstack/spec)
  • content/docs/protocol/kernel/i18n-standard.mdx (via @objectstack/spec)
  • content/docs/protocol/kernel/index.mdx (via @objectstack/spec)
  • content/docs/protocol/kernel/lifecycle.mdx (via @objectstack/spec)
  • content/docs/protocol/kernel/plugin-spec.mdx (via @objectstack/spec)
  • content/docs/protocol/kernel/runtime-capabilities.mdx (via @objectstack/spec)
  • content/docs/protocol/knowledge.mdx (via @objectstack/spec)
  • content/docs/protocol/objectql/index.mdx (via @objectstack/spec)
  • content/docs/protocol/objectql/query-syntax.mdx (via @objectstack/spec)
  • content/docs/protocol/objectql/schema.mdx (via @objectstack/spec)
  • content/docs/protocol/objectql/security.mdx (via packages/plugins/plugin-sharing, packages/spec)
  • content/docs/protocol/objectql/state-machine.mdx (via @objectstack/spec)
  • content/docs/protocol/objectui/actions.mdx (via @objectstack/spec)
  • content/docs/protocol/objectui/concept.mdx (via @objectstack/spec)
  • content/docs/protocol/objectui/index.mdx (via @objectstack/spec)
  • content/docs/protocol/objectui/layout-dsl.mdx (via @objectstack/spec)
  • content/docs/protocol/objectui/record-alert.mdx (via @objectstack/spec)
  • content/docs/protocol/objectui/widget-contract.mdx (via @objectstack/spec)
  • content/docs/releases/implementation-status.mdx (via @objectstack/spec)
  • content/docs/releases/index.mdx (via @objectstack/spec)
  • content/docs/releases/v12.mdx (via @objectstack/spec)
  • content/docs/releases/v13.mdx (via @objectstack/spec)
  • content/docs/releases/v16.mdx (via @objectstack/spec)
  • content/docs/releases/v9.mdx (via @objectstack/spec)
  • content/docs/ui/actions.mdx (via @objectstack/spec)
  • content/docs/ui/create-vs-edit-form.mdx (via @objectstack/spec)
  • content/docs/ui/dashboards.mdx (via @objectstack/spec)
  • content/docs/ui/forms.mdx (via @objectstack/spec)
  • content/docs/ui/index.mdx (via @objectstack/spec)
  • content/docs/ui/public-data-collection.mdx (via @objectstack/spec)
  • content/docs/ui/setup-app.mdx (via @objectstack/spec)
  • content/docs/ui/translations.mdx (via @objectstack/spec)
  • content/docs/ui/views.mdx (via @objectstack/spec)

Advisory only. To re-verify, run the docs-accuracy-audit workflow scoped to these files:
node scripts/docs-audit/affected-docs.mjs origin/main → pass the list as args.docs.

@os-zhuang
os-zhuang merged commit 503be86 into main Jul 27, 2026
17 checks passed
@os-zhuang
os-zhuang deleted the feat/sharing-rule-recipient-reconcile branch July 27, 2026 04:43
os-zhuang added a commit that referenced this pull request Jul 27, 2026
…ec/system (#1878) (#3593)

The entire system/audit.zod.ts module — AuditConfigSchema, AuditStorageConfig,
AuditRetentionPolicy, AuditEventFilter, SuspiciousActivityRule,
DEFAULT_SUSPICIOUS_ACTIVITY_RULES, and the AuditEvent* shape schemas — had
ZERO consumers repo-wide. The live audit path (plugin-audit) imports none of
it: capture is unconditional via engine hooks (compliance ledger), the row
shape is owned by plugin-audit's sys_audit_log object, retention rides the
object lifecycle `audit` category with per-org settings overrides, and the
authoring surface is object/field trackHistory. AuditConfigSchema.enabled
even advertised turning the compliance ledger OFF — a semantic the platform
deliberately rejects. Same ADR-0056 D8 family as the compliance.zod /
masking.zod / RLSAuditConfig / PolicySchema removals.

- Delete system/audit.zod.ts + audit.test.ts; drop the export from
  system/index.ts with a removal note (house pattern).
- Drop the 11 manifest ratchet keys; regenerate JSON schemas, reference docs
  (references/system/audit.mdx removed by regen), and the API surface
  (21 exports, pure removal).
- Fix the stale security-context.zod.ts module doc (audit joins the already
  removed compliance/masking bullets) and drop the PROTOCOL_MAP.md row
  (protocol-map gate caught the dangling link).
- Annotate the 2026-07 security recheck doc: loose-end #1 done (verified
  scope = whole module, not just AuditRetentionPolicy); #2 done via #3557.
- Changeset (minor per launch-window policy) carries the dead-knob → live-
  surface migration table.

Verified: 6679 spec tests green, tsc clean, check:docs/api-surface/skill-refs/
react-blocks in sync, downstream-contract typecheck clean (gate not pinning
any Audit export).

Co-authored-by: Jack Zhuang <277994282+os-zhuang@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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