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docs: record the 2026-10-26 split decisions and file REQ-0008 and REQ-0009 - #2309

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@os-project-manager os-project-manager commented Oct 27, 2026 •

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Requested by Leehom · project thread

Description

Docs-only. Records the maintainer's rulings from the 2026-10-26 package-split review in the architecture plans, and files two requirement intakes from the module-expansion review of the same day.

Rulings recorded (docs/architecture/module-split-plan.md, new section Decisions recorded (2026-10-26), items 10–14):

order-to-cash-module-plan.md and psa-module-plan.md get a dated amendment: both depend on the app package only.

Intakes filed (docs/requirements/, indexed in its README):

  • REQ-0008 — printed quote and contract via @objectstack/service-print (first HotCRM exhibit of the print service), presented set by the print hook, signed copy filed back and gating activation. Three phases.
  • REQ-0009 — price books (crm_price_book, crm_price_book_entry, quote binding, surface). Multi-currency is D defer with objectstack#8345 as the revisit trigger.

Type of Change

  • Documentation update

Related Issues

Related to #2271 (Revenue carve-out), #2276, objectstack-ai/objectstack#25403 (ADR-0141), objectstack-ai/objectstack#25792, objectstack-ai/objectstack#26054, objectstack-ai/objectstack#25514, objectstack-ai/objectstack#8345 (multi-currency).

Changes Made

  • docs/architecture/module-split-plan.md: new Decisions recorded (2026-10-26) section (items 10–14).
  • docs/architecture/order-to-cash-module-plan.md, docs/architecture/psa-module-plan.md: dependency amendments (app package only).
  • docs/requirements/0008-quote-and-contract-print-and-signing.md, docs/requirements/0009-price-books.md: new intakes; docs/requirements/README.md index rows.
  • .changeset/2026-10-26-split-decisions-and-two-intakes.md: empty-frontmatter changeset (docs-only).

Testing

  • Doc guard tests pass: pnpm vitest run test/docs- — 26 files, 544 tests green (run before the second commit; the second commit changes prose in three already-guarded files only).
  • Manual testing — not applicable, no runtime change.

Checklist

  • I have added a changeset — docs-only, empty frontmatter.
  • My code follows the style guidelines of this project
  • I have performed a self-review of my own code
  • I have made corresponding changes to the documentation

Additional Notes

Follow-up cards for the work these documents plan are filed separately, held (pm:on-hold / pm:blocked), per the maintainer's instruction 「创建issue,暂时 hotcrm 不派发」.

🤖 Generated with Claude Code

https://claude.ai/code/session_01Rso726cY76qQzEc3UiL1p8

…-0009

Record the maintainer's rulings on the package carve-out in
docs/architecture/module-split-plan.md: one dependency level only (every
add-on depends on app.objectstack.hotcrm alone), crm_contract and its hook,
views, flows and payment_terms picklist move from src/revenue/ to src/sales/
before Revenue leaves, Service stays in the base artifact, O2C and PSA are
born standalone, and multi-currency waits for the platform. Amend the O2C and
PSA plans to depend on the app package only.

File two requirement intakes from the module-expansion review:
REQ-0008 (printed quote and contract via service-print, signed copy filed
back) and REQ-0009 (price books; multi-currency deferred to a platform card).
Index both in docs/requirements/README.md. Docs-only changeset.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Rso726cY76qQzEc3UiL1p8
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Request Review

@os-project-manager os-project-manager self-assigned this Oct 27, 2026
@github-actions github-actions Bot added the documentation Improvements or additions to documentation label Oct 27, 2026
… objectstack#8345

The exchange-rate / home-currency card already exists upstream and is on
hold by the maintainer's own word since 2026-10-08, so REQ-0009, its README
row and module-split-plan item 14 cite it instead of promising a new card.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Rso726cY76qQzEc3UiL1p8
REQ-0007, REQ-0008 and REQ-0009 name their cards in Traceability, and
module-split-plan item 13 names the carve-out cards, all held until the
maintainer lifts the lane hold.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Rso726cY76qQzEc3UiL1p8

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