docs: reconcile dashboard query integration
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inman
@@ -15,7 +15,7 @@
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| WeChat roster attachment | Strict transport envelope plus one structured `payload.attachments[]` entry | Existing `awaiting_attachment` task | Explicit conversation ID wins; otherwise strict `Conversation:` supplies the fallback. Placeholder text alone never creates a task. |
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| Internal attachment download | Credential-free HTTPS URL | Bounded in-memory workbook bytes | Internal/private DNS answers are allowed; the selected address is pinned, every redirect is revalidated, and URL/host/IP/bytes are omitted from logs. |
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| Operational diagnostics | Service, request, task, parser, AgentBus, attachment, database, and cleanup stages | Structured stdout/stderr and bounded Docker logs | Correlation identifiers, codes, outcomes, and durations only; no secrets or business payloads. |
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| Platform operations oversight | Durably assigned manual/AgentBus task, encrypted instruction history, and readable outcome | Team-lead-only leadership projection | Immutable assignee is the employee dimension; unassigned historical AgentBus rows are excluded. Display-only summaries plus explicit filters drive an aggregate-first task/person/input/output/time/type/completion view, with bounded list reads and page-only detail hydration. |
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| Platform operations oversight | Durably assigned manual/AgentBus task, encrypted instruction history, and readable outcome | Team-lead-only leadership projection | Immutable assignee is the employee dimension; unassigned historical AgentBus rows are excluded. Display-only summaries plus explicit filters drive an aggregate-first task/person/input/output/time/type/completion view. Range-wide candidate reads exclude complete operation JSON; only unresolved legacy classification receives compact action/kind/mode fields, while complete payload hydration stays limited to keyword search and the current 20-row page. |
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| Leader task summary | Future stable manual/AgentBus task outcome for a durably assigned non-admin employee | Privacy projection → encrypted organization/revision outbox → fixed external Webhook → leader group | Independent from AgentBus task replies and ERP execution; strict success means accepted, not delivered, and rejected/uncertain attempts terminate without automatic retry. |
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| Shared-child batch creation | Inclusive departure range plus exact product/customer/counts | Complete read-only parent enumeration → validated date/tid target list → sequential single-child adapter reuse | All targets are known before the first write; execution is deterministic and stops at the first blocked, failed, or uncertain result with remaining targets not started. |
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| Browser worker selection | Immutable task assignee | One fresh account-bound browser connection | The heartbeat must prove the expected ERP identity from one unique login node by normalized exact equality; missing, duplicate, blank, substring-only, or mismatched identity is non-executable, with failover only after staleness. |
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@@ -4,6 +4,7 @@ This file is the integrated default-branch snapshot. Feature tasks record progre
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## Integrated Through
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- Source commit `5cbd8f1` from feature task `20260903-dashboard-refresh-no-data-b4e82f1a`, integrated as merge commit `b11dc7b`, for lightweight leadership-dashboard candidate reads that exclude full `operation` JSON, hydrate only the compact `action`/`kind`/`mode` shape needed by unresolved legacy classification, and retain complete payloads only for keyword search and current-page detail.
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- Integration task `20260909-business-instruction-batch-child-7e3c1a94` synchronized operator input catalog/DOCX `0.5.127` with all 19 system routes, adding the copyable `散拼团多个新增子单` entry while keeping that route Program-only and leaving the five Skills at `0.5.126`.
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- Source commit `be17f6c` from feature task `20260908-leader-webhook-api-7c4e9a12`, integrated as merge commit `295409b`, for organization-level external Webhook delivery of privacy-bounded leader summaries, migration `023_leader_summary_webhook_delivery`, and AUTH-005's one-attempt accepted-versus-delivered boundary.
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- Source commit `6ac90f8` from feature task `20260908-shared-child-batch-create-4e7c2a91`, integrated as merge commit `0d20544`, for Program-only `shared_child_order_batch_create`, parser `v1.0.7`, migration `022_shared_child_order_batch_create`, complete pre-write target enumeration, deterministic stop-on-first-non-success execution, and extension `0.5.170`.
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@@ -43,7 +44,7 @@ This file is the integrated default-branch snapshot. Feature tasks record progre
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## Current Focus
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Operate the repository's current extension `0.5.170`, Program parser `v1.0.7`, Skills `0.5.126`, business-instruction `0.5.127`, roster normalizer `v1.4.0`, and migrations through `023_leader_summary_webhook_delivery` safely. The machine registry and operator input catalog contain 19 routes; the external Agent remains limited to its original 18 and the two passenger-list routes plus shared-child batch creation are Program-only. Administrators manage accounts, channels, employee grants, parser routing, automation settings, and audit but never enter the task data plane. Team leads/users own normal task operations through immutable assignment; same-account work remains FIFO and single-active while distinct accounts are independent. Team leads alone receive the read-only assignee-based dashboard. Future privacy-bounded organization summaries use one protected external Webhook and a separate encrypted one-attempt outbox, not a leader AgentBus route. Database migration, extension reload, route grants, service rollout, live ERP validation, and any external Webhook canary remain separately authorized runtime work. Server-side automatic extension updating is not part of the active main line.
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Operate the repository's current extension `0.5.170`, Program parser `v1.0.7`, Skills `0.5.126`, business-instruction `0.5.127`, roster normalizer `v1.4.0`, and migrations through `023_leader_summary_webhook_delivery` safely. The machine registry and operator input catalog contain 19 routes; the external Agent remains limited to its original 18 and the two passenger-list routes plus shared-child batch creation are Program-only. Administrators manage accounts, channels, employee grants, parser routing, automation settings, and audit but never enter the task data plane. Team leads/users own normal task operations through immutable assignment; same-account work remains FIFO and single-active while distinct accounts are independent. Team leads alone receive the read-only assignee-based dashboard, whose range-wide candidate pass stays lightweight and reserves full operation/result hydration for search and the current page. Future privacy-bounded organization summaries use one protected external Webhook and a separate encrypted one-attempt outbox, not a leader AgentBus route. Database migration, extension reload, route grants, service rollout, live ERP validation, and any external Webhook canary remain separately authorized runtime work. Server-side automatic extension updating is not part of the active main line.
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## Recently Completed
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@@ -79,6 +80,7 @@ Operate the repository's current extension `0.5.170`, Program parser `v1.0.7`, S
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- 2026-09-08: Replaced only the leader-summary AgentBus transport with an organization-level external Webhook. AUTH-005 and migration 023 retain future-only encrypted/privacy-bounded projection, mark only strict gateway success as accepted rather than delivered, and terminate rejected or uncertain attempts without automatic retry.
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- 2026-09-08: Removed the deleted external project-document Skill and task-registry requirement; repository-local Git worktree checks and `.project-docs/` remain the active collaboration and memory boundary.
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- 2026-09-09: Advanced the operator input catalog and generated DOCX to `0.5.127`, covering all 19 routes with a new copyable Program-only `散拼团多个新增子单` section while leaving Agent Prompt and Skill packages unchanged.
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- 2026-09-09: Integrated the missed dashboard candidate-query correction so normal date-range reads no longer load complete operation JSON before pagination; unresolved legacy classification receives only its compact required fields, while keyword search and current-page detail keep their existing fidelity.
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## In Progress
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@@ -17,3 +17,4 @@ This is integrated history. Feature tasks write only their task-scoped records;
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| 2026-09-08 | Shared-child batch creation | Added the nineteenth machine route as Program-only, complete pre-write parent enumeration, ordered stop-on-first-non-success execution, parser `v1.0.7`, migration 022, and extension `0.5.170`. | [Feature task](tasks/20260908-shared-child-batch-create-4e7c2a91.md) |
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| 2026-09-08 | Leader-summary external Webhook | Replaced only the AgentBus summary transport with an organization-level encrypted one-attempt Webhook outbox, migration 023, strict accepted-versus-delivered semantics, and AUTH-005. | [Feature task](tasks/20260908-leader-webhook-api-7c4e9a12.md) |
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| 2026-09-08 | Repository-local project-document governance | Removed the deleted external Skill/task-registry dependency while preserving Git worktree safety checks and `.project-docs/` as canonical memory. | [Integration task](tasks/20260908-remove-maintain-project-docs-requirement-6d8a31f2.md) |
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| 2026-09-09 | Leadership dashboard candidate payload correction | Integrated the previously missed lightweight candidate projection: full operation JSON is excluded before pagination, unresolved legacy classification loads only compact fields, and complete payloads remain search/page scoped. | [Integration task](tasks/20260909-integrate-all-current-changes-8e4c2a71.md) |
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# Task: Integrate all current changes and push main
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## Identity
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- Task ID: 20260909-integrate-all-current-changes-8e4c2a71
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- Mode: Integration
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- Branch: main
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- Worktree: /Users/inmanx/Documents/lwltAPI
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- Base commit: f0682eea38a87d07b212486a3223c3e2b0a81958
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- Owner: codex
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- Status: Ready to Push
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## Scope
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- Audit all linked worktrees and local branches against current `main` and `origin/main`.
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- Preserve unknown or unrelated dirty work without stashing, resetting, cleaning, moving, deleting, or silently adopting it.
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- Integrate every distinct, completed, ready-for-integration change into `main`, resolve shared-file conflicts semantically, run repository verification, and push `main` to `origin/main` without force.
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## Constraints
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- Treat historical diagnosis, rollback, superseded, and patch-equivalent branches as audit context rather than automatic merge candidates.
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- Do not read `.env`, run production migrations, deploy/restart services, reload extensions, access ERP, mutate runtime data, or send external messages.
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- Ask the user before resolving any conflict that changes product behavior, architecture direction, or an accepted decision without a clear existing source of truth.
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## Outcome
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- Audited 43 linked worktrees and 50 local branches against `main`. Historical diagnosis, rollout, recovery, reverted architecture, superseded integration, patch-equivalent feature branches, and unrelated dirty worktrees were preserved without stashing, resetting, cleaning, moving, deleting, or adopting their changes.
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- Identified one distinct completed product change that remained absent from `main`: source commit `5cbd8f1` from task `20260903-dashboard-refresh-no-data-b4e82f1a`.
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- Integrated that source as merge commit `b11dc7b`. The sole conflict was the dashboard actor join: resolution keeps the active immutable-assignee model from AUTH-004 while removing full `operation` JSON from normal range-wide candidates.
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- Normal candidate reads now omit the full operation payload. Only unresolved legacy rows receive the compact `action`/`kind`/`mode` operation shape required for classification; keyword search and current-page detail retain complete payload fidelity.
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- Added the source task record and immutable timeout evidence to the mainline, then reconciled current state, data flow, task history, and the evidence index.
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- No other ready, distinct product change remained after the branch/worktree audit.
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## Verification
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- Refreshed `origin` successfully before integration and confirmed local `main` and `origin/main` were both `f0682eea38a87d07b212486a3223c3e2b0a81958`.
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- `git diff --check` and the active-tree merge-marker scan passed.
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- Focused leadership-dashboard regression passed, 5/5.
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- `node --run check:repo` passed, 10/10.
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- `node --run check` passed.
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- `node --run test:control-plane` passed, 183/183.
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- `node --run test:legacy` passed, 278/278.
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- `node --run build` passed.
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- Final remote synchronization and post-push hash verification are pending.
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## Follow-ups
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- After a separately authorized service rollout/restart, repeat the authenticated 30-day leadership-dashboard request and compare it with the previously successful seven-day baseline. This repository integration does not restart the service or access live task data.
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## Promotion Candidates
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- None; accepted source facts are promoted directly by this Integration task.
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@@ -20,6 +20,7 @@ Use this index for searchable, traceable evidence records.
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| 2026-09-02 | Leadership-dashboard filtering and summary interaction | Repository and focused regression verified; merged runtime not restarted | [Integration record](../30-worklog/tasks/20260902-integrate-all-push-c93a7f21.md) | Single-connection bounded reads, SQL prefiltering, selective hydration, 20-row paging, cancellation/timeout feedback, and display-only metric cards with explicit filters passed combined regression. |
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| 2026-09-02 | Native ERP product search for ordering forms | Root cause and live search-only behavior verified; repository/release verified; extension not reloaded | [Integration task](../30-worklog/tasks/20260902-integrate-product-search-3b7f6a20.md) | Both `plan_add.asp` and `orders_adds.asp` returned exactly one target product for the full keyword with radios left unchecked and no save; extension `0.5.165` now uses native non-empty search before its bounded empty-query fallback while retaining deterministic unique matching. |
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| 2026-09-03 | Account-scoped ERP queues, assignee-only executable routing, and force delete | Repository and full regression verified; runtime not deployed or mutated | [Integration task](../30-worklog/tasks/20260903-finalize-account-routing-7c4e2a91.md) | Source task `20260902-per-account-queue-hard-delete-a6d9f2c1` replaced global head-of-line blocking with per-assignee FIFO/advisory locks, isolated SSE/plugin-result/browser-command routing from administrator read visibility, and separated reversible archive from lifecycle-independent physical deletion. |
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| 2026-09-03 | Leadership dashboard candidate-query timeout | Root cause and repository correction verified; post-change runtime not restarted | [Evidence record](topics/20260903-dashboard-refresh-no-data-b4e82f1a__dashboard-query-timeout.md) | A healthy authenticated 30-day read timed out in PostgreSQL candidate selection while seven days succeeded; the integrated correction removes full operation JSON from normal pre-pagination candidates and uses a compact legacy-classification projection. |
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| 2026-09-03 | Adaptive ERP readiness and central extension host updates | Mixed disposition: plugin/release retained at rollback; server architecture reverted before production rollout | [Original integration task](../30-worklog/tasks/20260903-finalize-extension-update-a6c4e192.md) | Exact extension `0.5.167` and adaptive readiness were retained when migration 019 and central private-OSS/ECS orchestration moved to backup commit `b2e33e2`; the active plugin later advanced independently. |
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| 2026-09-03 | Extension-update iteration scoped rollback | Backup ref verified; server/migration rollback and regression rechecked | [Rollback task](../30-worklog/tasks/20260903-backup-revert-extension-update-c71a4e92.md) | The full stack was backed up before normal non-force commits removed server-side automatic updating and migration 019; the rollback retained extension `0.5.167` and migration 018 without rewriting Git history. |
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| 2026-09-07 | Team-lead task-summary projection and proactive AgentBus delivery | Repository and disposable-PostgreSQL verified; not deployed or externally sent | [Feature task](../30-worklog/tasks/20260907-implement-leader-agentbus-copy-b7e31a94.md) | Migration 020, future-only encrypted projection, privacy allowlist, stale-uncertainty supersession, employee-first outbound priority, stable proactive frame IDs, no `reply_to`, echo rejection, and administrator controls passed full regression; exact AgentBus/WeChat routing still needs an authorized canary. |
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