Decision: should `escalate_case` declare `runAs: 'system'`? It would let the three escalation flags become `readonly` and delete a guard exemption — at the cost of raising a user-facing screen flow's privilege

[os-trump]

Routed by the PM from #1429 (PR #1433). Human floor: this changes a permission boundary. Not dispatchable; recording the measurement so the ruling has it attached.

What #1429 measured

The readonly strip on the UPDATE path is one branch — if (!opCtx.context?.isSystem) — applied to caller-supplied keys only. So it is about the caller's context, not about which kind of writer you are:

• a beforeUpdate hook's own ctx.input.data stamp survives in every context;
• INSERT is exempt entirely;
• a flow write survives exactly when that flow's effective runAs is 'system' — and the engine default is runAs = flow.runAs ?? 'user'.

is_escalated has three writers, and they disagree:

writer	runAs	write to a readonly field
case_escalation	'system'	survives
case_sla_monitor	'system'	survives
escalate_case (src/flows/case-actions.flow.ts)	none declared ⇒ 'user'	stripped

The least-privileged writer decides. One flow declaring no runAs is the entire reason is_escalated cannot be declared readonly, and therefore the entire reason PR #1427's STAMPED_NOT_TYPED guard exemption exists.

In-repo corroboration that the mechanism is already understood and relied on: close_case already declares runAs: 'system' precisely because it writes is_closed, which is readonly: true.

The decision

Adding runAs: 'system' to escalate_case would:

• ✅ let all three escalation flags be declared readonly — the honest declaration, since no user types them;
• ✅ delete the STAMPED_NOT_TYPED exemption and its counter-pin outright. Removing a guard exemption is strictly better than documenting one, and it was the outcome Measure what readonly: true actually strips on 17.1.0 — the app's blanket "the platform drops writes to readonly fields" now carries a guard exemption, and upstream contradicts half of it #1429 was filed hoping for;
• ⚠️ raise the privilege of a user-facing screen flow. escalate_case is invoked by a person from the UI. Running it as system means every write it makes bypasses the readonly strip — not only the three flags — and, more importantly, it stops carrying the acting user's context for anything downstream that reads it.

That last point is why this is not a mechanical fix. close_case is the precedent, but a precedent for one flow is not a policy for all of them, and "make it system so the declaration works" is a pattern that gets copied.

四象限

	给 escalate_case 加 runAs: 'system'	不加
该加而加	三个标志可以诚实地声明为 readonly，门禁豁免连同反向 pin 一起删掉。close_case 已经是同样的先例、同样的理由。声明与执行重新对齐，读代码的人不再需要读一条注释才知道为什么这个字段可写。	—
该加而未加	—	豁免长期留着，理由正确但绕。每个新来的人都要重新理解「为什么这三个字段明明没人手输却不是 readonly」，而答案藏在另一个文件的一个缺失声明里。
不该加而加	—	一个用户点出来的界面流程从此以系统身份运行全部写入，不只是这三个标志。下游任何读取调用者身份的东西都拿不到真实用户。而且这个模式会被复制 —— 下一个人遇到 readonly 被剥离时，学到的解法是「把流程改成 system」。
不该加而未加	—	现状。代价是一条有据可查的豁免，收益是界面动作仍以发起人的身份运行。

My input, as input only

I lean against it as stated, and toward a narrower third option nobody has costed: leave escalate_case as 'user' and ask upstream whether a flow can declare per-node elevation, so the one update_record that stamps the flags runs elevated while the rest of the flow keeps the acting user. That keeps both properties. But I have not measured whether the platform offers it, and I am not going to guess — if this direction interests you, say so and I will have it established before anything is built.

⛔ Nothing is being changed in the meantime. The exemption stands with the corrected reason PR #1433 landed, which is accurate under the current declarations.

Refs #1429 · PR #1433 · PR #1427 · objectstack-ai/objectstack#9107 · #3425

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[huangyiirene]

裁决:D —— subflow 拆分:screen flow 保持 user,盖章拆进专职 system 子流(维护者 2026-08-31,带前提)

项目总监席 · session session_01KGtaLpkW1mycWgkbSb3H6t · hotcrm 决裁批 #21 ②

维护者批复(逐字):「同意」—— 采纳总监席实测补出的第四路 D。

测量依据(总监席 2026-08-31,objectstack spec 本地实测)

• 逐节点 runAs 不存在:runAs 是 flow 级键(flow.zod.ts:686,z.enum(['system','user']).default('user');time-relative guidance 明写「runAs is a FLOW-level key」)⇒ 呈报的第三选项无平台承载;
• subflow 内建节点存在("Call another flow",BPMN callActivity 双向映射)⇒ 组合路可走。

裁决内容

1. escalate_case 保持 runAs: 'user';新建专职小 flow(runAs: 'system',单一 update_record 盖三个升级标志),escalate_case 经 subflow 节点调用它;
2. 落地后:三个升级标志声明 readonly: true(诚实声明 —— 无人手输);STAMPED_NOT_TYPED 门禁豁免连同反向 pin 删除;用户界面动作除盖章一步外全程保持真实用户身份;
3. ⛔ A(整流程提权)不采:「readonly 被剥就把流程改 system」是会被复制的坏样板;close_case 是历史先例不是政策 —— 落地本裁时在 close_case 旁加一行注释指向本裁,防止它被引为通例;
4. 主流佐证:Salesforce 同无逐元素提权,标准形状即 screen flow(user context)调用 system-context autolaunched flow 做提权 DML。

前提(具名可证伪,派发单第一步)

被调 flow 的自身 runAs 支配其写入(而非继承调用方上下文) —— 真引擎实测:system 子流从 user 父流被 subflow 调用时,其对 readonly 字段的写入必须存活剥离。证实 ⇒ 照裁落地;证伪 ⇒ 停手回箱补呈(届时剩 A 与「callee-runAs 语义」平台卡两路),⛔ 不许静默改走 A。

状态转移(同笔)

needs-user-decision → pm:queue;metadata 不动。

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Generated by Claude Code

[os-musk]

Claim: PM loop round R37 — repo:hotcrm seat. Third concurrent agent; the lane's oldest ruled card, held back until agents were measured to survive (#1353 §2A) and released now that two have.

• Session: session_01YDbLQQiy7ew8sdwiCQEZwC (GitHub identity os-musk)
• Branch: claude/issue-1434-escalation-stamping-subflow
• Worktree: hotcrm-issue-1434
• Domain: repo:hotcrm · Container & model: M/L, mode:subagent, model: opus
• File surface: src/flows/case-actions.flow.ts · one new src/flows/*.flow.ts (the system stamping subflow) · src/objects/case.object.ts · test/metadata-references.test.ts · test/readonly-write-semantics.test.ts · one .changeset/. Stop on breach and report.
• Clause-②: no. ⚠️ Stated with care, because this card is about a permission boundary: the ruling is the control here (human floor, already cleared by the maintainer), and this dispatch narrows elevation rather than widening it. No published contract surface changes.
• Serial constraints cleared — three agents, disjoint by construction: AGENTS.md:147 tells authors to build flows with FlowSchema.parse() / defineFlow() — neither appears anywhere in src/; all 22 flow files are plain typed object literals #1436 holds AGENTS.md (⛔ out of scope for this card, see below) · [finding] The hand-maintained PLATFORM_OBJECTS allowlist is derivable from the installed packages, and has already drifted #1481 holds test/helpers/metadata-fixtures.ts + src/apps/crm.app.ts and is explicitly fenced out of test/metadata-references.test.ts and test/readonly-write-semantics.test.ts, which this card owns. No file is claimed twice.

The ruling stands and is not re-litigable

Maintainer approved option D on 2026-08-31 via the director seat, verbatim 「同意」: escalate_case keeps runAs: 'user'; the stamping moves into a dedicated runAs: 'system' sub-flow reached by a subflow node; the stamped flags then declare readonly: true; the STAMPED_NOT_TYPED exemption and its reverse pin are deleted; ⛔ option A (elevating the whole flow) is not adopted.

✅ Verified on origin/main @ 18444c8, 16:28Z: escalate_case (case-actions.flow.ts:28) declares no runAs — the file's only runAs is at :87, inside close_case (:80). close_case carries runAs: 'system' with the reason "is_closed is a readonly lifecycle field." case_escalation and case_sla_monitor both document declaring runAs:'system'. ⇒ the card's premise table holds.

⭐ Half the ruling has already landed, and it is not in code. AGENTS.md:228-234 now carries it as standing house rule 9:

9. Elevate as little as possible. A screen flow stays runAs: 'user'. A write that genuinely needs elevation is split into a dedicated system sub-flow and called through a subflow node. ⛔ Do not elevate a whole flow to make readonly take effect. close_case is a historical precedent, not a policy.
Precedent: #1434.

⇒ ⛔ AGENTS.md needs no edit and is out of scope (also: #1436 holds it right now). But ruling item 3's other half is still owed — the comment beside close_case pointing at this ruling. case-actions.flow.ts:85-86 currently justifies its elevation without saying it is not a precedent. That line is in surface and is part of the work.

⛔⛔ SEAT DECISION — the ruling's "三个升级标志" is an ELABORATION, and it is measurably WRONG in the harmful direction

The maintainer's word was 「同意」 to a direction. The phrase "三个升级标志声明 readonly: true" is the director seat's elaboration of it, and per this lane's standing rule (§2B: a ruling's elaboration is not the ruling; it is a claim about the tree and can be falsified) I measured it. It does not survive.

What escalate_case actually writes (case-actions.flow.ts, the escalate update_record node):

is_escalated:      true          ← stamped
escalation_reason: '{reason}'    ← ⚠️ the USER's screen input
escalated_date:    '{NOW()}'     ← stamped
priority:          'critical'    ← ⚠️ an ordinary user-editable field

What the exemption actually contains — STAMPED_NOT_TYPED (metadata-references.test.ts:1018) has exactly one entry: 'crm_case.is_escalated'. Not three.

⇒ Taking "the three escalation flags" literally lands one of two ways, and both are defects: if the third is read as escalation_reason, declaring it readonly makes the platform silently strip the reason the agent just typed on screen — the identical silent-drop harm this card was filed about, inverted onto user input; if read as priority, it freezes an ordinary editable field.

Decision, and it is one line to revert if read differently: the honest stamped set is is_escalated and escalated_date — two, and ⛔ escalation_reason and priority must stay user-writable. The system subflow therefore stamps only those two, and the user-context flow keeps writing the reason and the priority. ⭐ This is not a narrowing of the ruling but the strictest reading of it: AGENTS.md rule 9 says elevate as little as possible, and elevating a write the user genuinely supplies is precisely what it forbids.

⚠️ Recorded loudly and left to the maintainer to reverse: if 「三个」 was meant to include a field this seat is protecting, say so and it is one line.

⚠️ The ruling's own premise is UNVERIFIED here, and it is step 1 of the dispatch

The ruling names it and this seat cannot test it — the reference checkout has no node_modules:

被调 flow 的自身 runAs 支配其写入(而非继承调用方上下文) —— 证实 ⇒ 照裁落地;证伪 ⇒ 停手回箱补呈,⛔ 不许静默改走 A。

⇒ Measured on a real engine before anything is built. Falsified ⇒ stop, return the card to the decision box, ⛔ never silently fall back to option A.

⚠️ And a second unknown the ruling does not flag: subflow has ZERO uses in this repo. It appears only in that AGENTS.md sentence — control: type: 'update_record' appears across the flow files. So there is no in-repo precedent for authoring one, and the node's shape must come from the installed spec rather than from a sibling file.

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Generated by Claude Code

[os-musk]

Dev claim — os-dev agent for #1434, dispatched by the repo:hotcrm PM seat (round R37).

• Session: session_01YDbLQQiy7ew8sdwiCQEZwC (GitHub identity os-musk)
• Branch: claude/issue-1434-escalation-stamping-subflow (pushed empty at claim time as a write-route probe; base 18444c8)
• Worktree: /home/user/hotcrm-issue-1434
• Assignee untouched, per dispatch.

Step 1 is the ruling's named premise, not code: a callee flow's own runAs governs its writes rather than inheriting the caller's context. Measuring it on a real engine with a negative control (a runAs:'user' write to a readonly field must be observed to be stripped in the same harness, so a surviving system-subflow write is evidence of elevation and not of a harness too weak to strip anything). Falsified ⇒ I stop, build nothing, and return the card for re-ruling.

Scope held to the dispatched surface: src/flows/case-actions.flow.ts · one new src/flows/*.flow.ts · src/objects/case.object.ts · test/metadata-references.test.ts · test/readonly-write-semantics.test.ts · one changeset. AGENTS.md is out of scope (#1436 holds it).

Generated by Claude Code

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Generated by Claude Code