objectstack-ai · yinlianghui · Aug 7, 2026 · Aug 7, 2026
diff --git a/.changeset/stale-claims-positions-status-whats-new.md b/.changeset/stale-claims-positions-status-whats-new.md
@@ -0,0 +1,13 @@
+---
+'hotcrm': patch
+---
+
+Three pages that told readers something about "today" had all stopped being true, and each one had a guard that was looking somewhere else.
+
+**Getting started no longer sells a role hierarchy that was removed.** `getting-started/introduction` advertised "a 10-role hierarchy" in all three locales. Both halves were wrong: the app registers **12** positions, and ADR-0090 D3 removed the hierarchy itself — positions are flat capability-distribution groups, and nothing rolls up from one to another, which is why each rung that needs a record is named by its own sharing rule. The bullet now says that, and the docs home's security row says it too instead of listing "role hierarchy" as a feature. Position counts are now read from the registered stack by the same guard that pins objects, flows, dashboards and datasets.
+
+**`docs/STATUS.md` is a current-state page again.** It called itself the source of truth for the repo while every figure on it was stale — 16 objects against 17, 318 fields against 344, 4 dashboards against 5, 23 flows against 24, 13 views against 14, and a platform line two release candidates behind the installed `17.0.0-rc.3`. The validator transcript and the runtime-requirements table are now both pinned: the transcript against the registered stack (every label, including ones nobody was checking), the table against `package.json`'s `engines`, `@objectstack/*` line and dev-server port. The misleading "Snapshot date" is gone — the page is present tense and enforced — and the test row now states a verdict rather than a size, because "N files, M tests" moves on nearly every PR and nothing can check it from inside the suite it describes.
+
+**"What's New" no longer announces a release that never happened.** Its latest-release section claimed `v5.0` on "ObjectStack 5.0", offering `@objectstack/console@5.0` and `@objectstack/account@5.0`; the app is **2.2.2** and the platform is **17.0.0-rc.3**, twelve majors away, and `v5.0` was never either. That section now states the two versions that are actually shipped and points at the pages that own each area, rather than keeping a second, hand-copied release table — the release-by-release history stays in `CHANGELOG.md`, compiled from changesets. The v1.0 record is untouched. A new rule holds any section marked "Latest release", in every locale, to the version the manifest declares and the platform version `package.json` installs.
+
+The exemption that hid the last of these is also fixed: it excused the whole "What's New" page as a historical record, which was right for the v1.0 section and wrong for the one next to it. Exemptions are now scoped to the section they were granted for.
diff --git a/content/docs/getting-started/introduction.mdx b/content/docs/getting-started/introduction.mdx
@@ -55,7 +55,7 @@ If you're a developer, see [For Developers](/docs/getting-started/for-developers
 The system you get on day one already includes:
 
 - **17 business objects** (account, lead, contact, opportunity, product, quote, contract, case, campaign, and more) with industry-standard fields, picklists, and validations.
-- **A 10-role hierarchy** mapped to typical sales / service / marketing org structures.
+- **12 positions** — flat groups covering the usual sales / service / marketing functions, used to distribute record access. Nothing rolls up between them, so each rung that needs a record is named by its own sharing rule.
 - **Built-in automation** for lead routing, opportunity wins, contract expiration, quote expiration, campaign auto-enrollment, and SLA escalation.
 - **Approval processes** for high-value discounts.
 - **Standard list views, dashboards, and reports** for every role.

diff --git a/content/docs/getting-started/introduction.zh-Hans.mdx b/content/docs/getting-started/introduction.zh-Hans.mdx
@@ -55,7 +55,7 @@ HotCRM 运行于 [**ObjectStack**](https://github.com/objectstack-ai/framework)
 你第一天拿到的系统已经包含：
 
 - **17 个业务对象**（客户、线索、联系人、商机、产品、报价单、合同、案例、营销活动等），具备行业标准字段、选择列表和验证。
-- **10 级角色层级**，映射到典型的销售 / 服务 / 市场营销组织结构。
+- **12 个岗位（position）** —— 覆盖常见销售 / 服务 / 市场营销职能的扁平群体，用于分发记录访问权限。岗位之间什么都不会上卷，每个需要某条记录的层级都由它自己的共享规则点名。
 - **内置自动化**，用于线索路由、商机赢单、合同到期、报价单到期、营销活动自动注册和 SLA 升级。
 - **审批流程**，用于高价值折扣。
 - **标准列表视图、仪表盘和报表**，面向每个角色。

diff --git a/content/docs/getting-started/introduction.zh-Hant.mdx b/content/docs/getting-started/introduction.zh-Hant.mdx
@@ -51,7 +51,7 @@ HotCRM 執行於 [**ObjectStack**](https://github.com/objectstack-ai/framework)
 你第一天拿到的系統已經包含：
 
 - **17 個業務物件**（客戶、線索、聯絡人、商機、產品、報價單、合約、案例、行銷活動等），具備產業標準欄位、選擇清單和驗證。
-- **10 級角色層級**，映射到典型的銷售 / 服務 / 市場行銷組織結構。
+- **12 個職位（position）** —— 涵蓋常見銷售 / 服務 / 市場行銷職能的扁平群體，用於分發記錄存取權限。職位之間什麼都不會上捲，每個需要某條記錄的層級都由它自己的共用規則點名。
 - **內建自動化**，用於線索路由、商機贏單、合約到期、報價單到期、行銷活動自動註冊和 SLA 升級。
 - **審批流程**，用於高價值折扣。
 - **標準清單檢視、儀表板和報表**，面向每個角色。

diff --git a/content/docs/index.mdx b/content/docs/index.mdx
@@ -8,7 +8,7 @@ description: The AI-Native enterprise CRM that rewrites itself when your busines
 > **HotCRM is the CRM that rewrites itself when business changes.**
 > Add a field in the admin console. Ten seconds later, the AI
 > assistant uses it in its next answer. No retraining, no redeploy.
-> [See what's new in v1.0 →](/docs/whats-new)
+> [See what's new →](/docs/whats-new)
 
 **HotCRM** is a full-featured enterprise CRM with AI as a structural
 feature, not a bolted-on widget. It helps your team:
@@ -67,7 +67,7 @@ This documentation is organised by **what you want to do**. Pick the section tha
 | **Revenue** | Products, Contracts (5 types), Discount Approvals |
 | **AI** | 6 skills on the platform assistant (live data, lead qualification, case triage, email drafting, revenue forecasting, customer 360) |
 | **Analytics** | 5 dashboards (CRM / Sales / Sales Activity / Service / Executive), 10+ standard reports |
-| **Security** | 6 user profiles, role hierarchy, sharing rules, multi-step approvals |
+| **Security** | 6 user profiles, 12 positions (flat — nothing rolls up), sharing rules, multi-step approvals |
 
 ## Roles & where to start
 

diff --git a/content/docs/index.zh-Hans.mdx b/content/docs/index.zh-Hans.mdx
@@ -8,7 +8,7 @@ description: AI 原生的企业级 CRM——业务变化时它会自我重写。
 > **HotCRM 是一款会在业务变化时自我重写的 CRM。**
 > 在管理后台新增一个字段，十秒后 AI 助手就会在下一次回答中用上它。
 > 无需重新训练，无需重新部署。
-> [查看 v1.0 新特性 →](/zh-Hans/docs/whats-new)
+> [查看新特性 →](/zh-Hans/docs/whats-new)
 
 **HotCRM** 是一款功能完整的企业级 CRM，AI 是其结构性能力，而非外挂式小部件。它帮助你的团队：
 
@@ -66,7 +66,7 @@ description: AI 原生的企业级 CRM——业务变化时它会自我重写。
 | **营收** | 产品、合同（5 种类型）、折扣审批 |
 | **AI** | 平台助手上的 6 项技能（实时数据、线索资格判定、工单分流、邮件起草、营收预测、客户 360） |
 | **分析** | 5 个仪表盘（CRM / 销售 / 销售活动 / 服务 / 高管）、10+ 标准报表 |
-| **安全** | 6 种用户权限档案、角色层级、共享规则、多步审批 |
+| **安全** | 6 种用户权限档案、12 个岗位（扁平——什么都不会上卷）、共享规则、多步审批 |
 
 ## 角色与起步路径
 

diff --git a/content/docs/index.zh-Hant.mdx b/content/docs/index.zh-Hant.mdx
@@ -8,7 +8,7 @@ description: AI 原生的企業級 CRM——業務變化時它會自我重寫。
 > **HotCRM 是一款會在業務變化時自我重寫的 CRM。**
 > 在管理後台新增一個欄位，十秒後 AI 助手就會在下一次回答中用上它。
 > 無需重新訓練，無需重新部署。
-> [查看 v1.0 新特性 →](/zh-Hant/docs/whats-new)
+> [查看新特性 →](/zh-Hant/docs/whats-new)
 
 **HotCRM** 是一款功能完整的企業級 CRM，AI 是其結構性能力，而非外掛式小工具。它幫助你的團隊：
 
@@ -66,7 +66,7 @@ description: AI 原生的企業級 CRM——業務變化時它會自我重寫。
 | **營收** | 產品、合約（5 種類型）、折扣審批 |
 | **AI** | 平台助手上的 6 項技能（即時資料、潛客資格判定、工單分流、郵件草擬、營收預測、客戶 360） |
 | **分析** | 5 個儀表板（CRM / 銷售 / 銷售活動 / 服務 / 高階主管）、10+ 標準報表 |
-| **安全** | 6 種使用者權限設定檔、角色層級、共用規則、多步審批 |
+| **安全** | 6 種使用者權限設定檔、12 個職位（扁平——什麼都不會上捲）、共用規則、多步審批 |
 
 ## 角色與起步路徑
 

diff --git a/content/docs/whats-new.mdx b/content/docs/whats-new.mdx
@@ -63,53 +63,33 @@ http://localhost:4001 and create the first admin account.
 
 ---
 
-## v5.0 — Latest release
-
-The biggest release yet — a foundational upgrade plus a major documentation overhaul.
-
-### Platform
-
-- **🚀 Upgraded to ObjectStack 5.0** across all packages.
-- **New** `@objectstack/console@5.0` and `@objectstack/account@5.0` available on npm.
-- **Faster cold-start** and **lower memory footprint** in the runtime.
-
-### Sales
-
-- **Refined opportunity stages** — clearer probability defaults, better forecast accuracy.
-- **Pipeline by Stage** dashboard now includes weighted and unweighted views side by side.
-- **Slipping deals report** added — surfaces opportunities whose close date moved out this week.
-
-### Service
-
-- **Case triage skill** — the AI Copilot now suggests priority, category, queue, and the top 3 matching KB articles in one click.
-- **SLA breach monitor** runs every 5 minutes (down from 15) — faster alerts on at-risk cases.
-
-### Revenue
-
-- **Contract Renewal Reminder** flow now triggers based on `renewal_notice_days` on each contract.
-- **Discount approval** lock-fields behaviour added — amount/stage/close-date locked during approval.
-
-### Marketing
-
-- **Campaign auto-complete** runs nightly at 2 AM.
-- **Campaign auto-enroll** added — every Monday at 9 AM, active campaigns re-evaluate their audience.
-
-### AI Copilot
-
-- **Six built-in skills**: live data, lead qualification, email drafting, revenue forecasting, customer 360°, case triage.
-- **One knowledge article library**: the Knowledge Article object, filed under seven categories, queried by Customer 360°. HotCRM ships no separate Sales / Product / Competitive knowledge bases.
-- The Copilot now **respects sharing and field-level security** end-to-end.
-
-### Analytics
-
-- **Nine built-in datasets**: Opportunity, Case, Lead, Account, Forecast, Activity, Task, Product and Contact Metrics — the semantic layer every dashboard tile and report binds by name. HotCRM declares no cube of its own: the analytics service compiles each dataset into one internally (ADR-0021), so there are no *Sales* / *Pipeline* / *Service* / *Marketing* cubes to open.
-- **Subscription emails** for dashboards and reports — get the weekly digest in your inbox.
-
-### Documentation
-
-- 📚 **Documentation rewritten** for a business-and-admin audience — less code, more *"what you see, what you do, what happens automatically"*.
-- New sections: **Sales, Service, Marketing, Revenue, AI Copilot, Analytics, Administration**.
-- **Customization** section retained for developers building extensions.
+## v2.2.2 — Latest release
+
+**HotCRM 2.2.2**, running on **ObjectStack 17.0.0-rc.3** across every
+`@objectstack/*` package. The app manifest declares the matching
+`^17.0.0-rc.3` protocol range, so a runtime on a different protocol major
+refuses the load up front with a structured diagnostic instead of failing deep
+in a schema parse.
+
+> **This page does not keep a second release table.** The release-by-release
+> history is `CHANGELOG.md` in the repository, compiled from the `.changeset/`
+> entry every pull request adds. The versions between v1.0 and 2.2.2 are
+> recorded there and are deliberately not re-listed here — a hand-maintained
+> copy of that history is exactly how this section came to advertise a "v5.0"
+> that was never an app version, on a platform major that never shipped it.
+
+### Where the current shape of the product is written down
+
+Rather than restate the inventory here — where nothing would check it — each
+area is described on the page that owns it, and those pages are held to the
+registered metadata by the repository's docs-drift guard:
+
+- **What ships in the box** — [Introduction](/docs/getting-started/introduction).
+- **Dashboards, reports, and the datasets underneath them** — [Analytics](/docs/analytics/index).
+- **Profiles, positions, and sharing** — [Sharing & security](/docs/administration/sharing-and-security).
+- **The AI surface** — [AI assistant](/docs/ai-copilot/index). HotCRM ships
+  skills only; they attach to the platform assistant, and the app defines no
+  agent of its own.
 
 ---
 

diff --git a/content/docs/whats-new.zh-Hans.mdx b/content/docs/whats-new.zh-Hans.mdx
@@ -45,53 +45,27 @@ HOTCRM_TOKEN=... ./scripts/wow1-live-schema.sh
 
 ---
 
-## v5.0 —— 最新发布
+## v2.2.2 —— 最新发布
 
-迄今为止最大的一次发布 —— 一次基础性升级，外加一次重大的文档全面改造。
+**HotCRM 2.2.2**，全线 `@objectstack/*` 包运行在 **ObjectStack 17.0.0-rc.3** 上。
+应用清单声明了与之匹配的 `^17.0.0-rc.3` 协议区间，因此协议大版本不同的运行时会在
+装载之初就带着结构化诊断拒绝加载，而不是在某次 schema 解析的深处才失败。
 
-### 平台
+> **这一页不维护第二张发布表。** 逐版本的发布历史在仓库的 `CHANGELOG.md` 里，由每个
+> 拉取请求补充的 `.changeset/` 条目编译而成。v1.0 与 2.2.2 之间的各个版本都记录在那里，
+> 这里刻意不再重列一遍 —— 手工誊抄那份历史，正是这一节最终会宣称一个从来不曾存在过的
+> 应用版本「v5.0」、并把它挂在一个从未发布过它的平台大版本上的原因。
 
-- **🚀 全线包升级到 ObjectStack 5.0**。
-- **新增** `@objectstack/console@5.0` 和 `@objectstack/account@5.0`，已在 npm 上提供。
-- 运行时**更快的冷启动**和**更低的内存占用**。
+### 产品当前的形态写在哪里
 
-### 销售
+与其在这里重述一遍清单（这里没有任何东西会核对它），不如让每个领域由真正拥有它的页面
+来描述 —— 而那些页面都由仓库的 docs-drift 守卫按已注册的元数据看着：
 
-- **优化的商机阶段** —— 更清晰的概率默认值，更高的预测准确度。
-- **按阶段划分的管道**仪表盘现在并排包含加权和未加权视图。
-- 新增**流失交易报告** —— 呈现本周关闭日期推后的商机。
-
-### 服务
-
-- **个案分诊技能** —— AI Copilot 现在一键就能建议优先级、分类、队列以及最匹配的前 3 篇 KB 文章。
-- **SLA 违约监控**每 5 分钟运行一次（从原来的 15 分钟下调）—— 对有风险的个案更快告警。
-
-### 营收
-
-- **合同续约提醒**流程现在根据每份合同上的 `renewal_notice_days` 触发。
-- 新增**折扣审批**锁字段行为 —— 审批期间金额/阶段/关闭日期被锁定。
-
-### 营销
-
-- **活动自动完成**每晚凌晨 2 点运行。
-- 新增**活动自动注册** —— 每周一上午 9 点，进行中的活动重新评估其受众。
-
-### AI Copilot
-
-- **六项内置技能**：实时数据、线索资格评估、邮件起草、营收预测、客户 360°、个案分诊。
-- **一个知识文章库**：知识文章对象，按七个分类归档，由 Customer 360° 查询。HotCRM 不附带独立的销售 / 产品 / 竞争情报知识库。
-- Copilot 现在**端到端尊重共享和字段级安全**。
-
-### 分析
-
-- **九个内置 dataset**：Opportunity、Case、Lead、Account、Forecast、Activity、Task、Product、Contact Metrics —— 每块仪表盘磁贴和每张报表都按名字绑定的那层语义层。HotCRM 自己不声明任何 cube：由分析服务在内部把每个 dataset 编译成 cube（ADR-0021），所以并没有 *Sales* / *Pipeline* / *Service* / *Marketing* 这几个 cube 可打开。
-- 仪表盘和报告的**订阅邮件** —— 在收件箱里收到每周摘要。
-
-### 文档
-
-- 📚 **文档面向业务和管理受众重写** —— 更少代码，更多*“你看到什么、你做什么、什么会自动发生”*。
-- 新章节：**销售、服务、营销、营收、AI Copilot、分析、管理**。
-- 为构建扩展的开发者保留了**定制**章节。
+- **开箱即包含什么** —— [简介](/zh-Hans/docs/getting-started/introduction)。
+- **仪表盘、报表，以及它们底下的 dataset** —— [分析](/zh-Hans/docs/analytics/index)。
+- **权限档案、岗位与共享** —— [共享与安全](/zh-Hans/docs/administration/sharing-and-security)。
+- **AI 面** —— [AI 助手](/zh-Hans/docs/ai-copilot/index)。HotCRM 只提供技能（skill），
+  技能挂在平台助手上；本应用自己不定义任何智能体。
 
 ---