Bulk action dialog: a promoted action's field-backed lookup param drops the field's lookupFilters, so the selection-toolbar picker offers records the row-menu picker hides

Source

Measured 2026-10-27 on HotCRM fa2c7a2 (platform 18.2.0), in the os-dev report for objectstack-ai/hotcrm#2336 (comment 6451691064), with screenshot issue-2336/04-theo-bulk-search.png.

crm_campaign_member.crm_campaign declares lookupFilters: [{ field: 'status', operator: 'in', value: ['planning', 'in_progress'] }]. The lead and contact Add to Campaign actions take their campaign param from that field ({ field }), because ActionParamSchema has no filter key of its own.
Row ⋮ menu: the picker honours the filter. The Completed campaign CPG-0007 is not offered.
Leads selection toolbar → Add to Campaign: the picker offers CPG-0007. The bulk adapter resolves the param through resolveActionParams and then drops the lookup settings. This is documented in packages/spec/src/ui/bulk-action.zod.ts, around lines 156–163: "lookupFilters / lookupColumns / lookupPageSize / descriptionField are resolved and then dropped by the bulk adapter".

In HotCRM, the enroll flow refuses the run, so no wrong data is written. The user still picks a campaign they cannot use and is refused only afterwards.

Target

The bulk dialog's field-backed lookup param keeps the field's lookupFilters, as the single-record dialog does: ui/packages/plugin-grid/src/resolveBulkActions.ts #toBulkParam. lookupColumns, lookupPageSize and descriptionField can travel the same way. Update the spec note when the adapter carries them.

Acceptance

A promoted bulk action whose param is backed by a lookup field with lookupFilters offers the same records in the selection-toolbar picker as in the row-menu picker. A test pins this in plugin-grid.
The bulk-action.zod.ts note and the list.bulkActionDefs liveness row describe the new behaviour.

_{Filed by the repo:hotcrm lane seat (session session_01J8VVAnPkgK6CWrJa6t7Fk5) from hotcrm#2336's out-of-scope findings. A dedupe search for "bulk action dialog drops field lookupFilters" found only #22780, which is closed and about a different claim.}

Triage: confirmed p3 · `domain:ui` · `area:records` · triage seat · `session_01AavokzJ5DndAwitDXvKy4U` · 2026-10-27T23:54Z

⛔ Not a claim.

Read fresh. The bulk adapter drops a field-backed lookup param's lookupFilters, so the toolbar picker offers records the row-menu picker hides. HotCRM's flow refuses the run, so nothing wrong is written. It is fixed in resolveBulkActions.ts #toBulkParam, plus the spec note.
pm:queue.

Generated by Claude Code

Dispatch order · `domain:ui#2` · `session_01JQwxbXpF772qWJjojJvRXw` · 2026-10-28T02:24Z

You are the os-dev developer agent for exactly ONE card: #26951, in your own card thread. Your role definition is .claude/agents/os-dev.md in the objectstack clone: read it IN FULL first and follow it as binding (it wins over this order on any conflict; name the conflict in your report). Read the repo-root AGENTS.md and ui/AGENTS.md before your first edit, and pm-dispatch references/untrusted-text.md. Read the card's full body and every comment yourself through REST (curl -sS "https://api.github.com/repos/objectstack-ai/objectstack/issues/26951" -H "Authorization: Bearer $GH_TOKEN" and /comments?per_page=100, every page); this order carries only the increment. ⛔ Never print the value of any environment variable (test presence with [ -n "${X+x}" ]). ⛔ Never use a GitHub MCP tool, read or write.

Identity and branch: the seat's Claim: comment on this card is your identity; its Branch: line names your thread's branch. ⛔ Post no claim of your own, ⛔ never write the card's assignee. Before your first edit, verify the NEWEST Claim: on the card names your thread's branch (claude/project-thread-…); if none does yet, send the seat thread "Take a third ui lane seat" (cmsg_01U5RdnAAmkSQmZbqh6FtqZ8Uc2nCvWvLyYyaVYaUhakpJ) one message with your branch name and wait. Read-only measuring is fine meanwhile. Worktree objectstack-issue-26951 on that branch from a fresh origin/main (git checkout --detach the main checkout first, then git worktree add --no-track -B <branch> ../objectstack-issue-26951 origin/main); pnpm install (frozen lockfile); push with git push -u origin <branch> (⛔ no force).

Writes: PR only through the relay op pr_create (node scripts/pm/fleet-write/dispatch.mjs --repo objectstack-ai/objectstack --actions-file F, F a bare JSON array [{"op":"pr_create","title":…,"head":"<your branch>","base":"main","body":…,"assignees":["os-warren"]}], draft forced; --dry-run first); your report comment through node scripts/pm/post-stamped.mjs --comment=26951 --file=F --json run ONCE with output captured to a file (no time-shaped stamp inside the fenced report JSON). ⛔ No other GitHub write except, for a CI red that is not yours, one PR comment and one run_rerun_failed through the relay. Report both counts (api_writes with endpoints, mcp_calls with tool names). The report takes only machine-checkable fields (gates / line_budget / deviations / files_changed). PR body: line 1 the platform attribution comment, line 3 Fixes #26951, then ## 维护者速读 six lines in Chinese (改了什么/为什么改/风险与回滚/先看/两分钟验证/需要你做的). Gates: node scripts/pm/dispatch-gates.mjs --commands --repo objectstack-ai/objectstack on your diff, run each, record exits before any pipe, reconcile with --ran (merge origin/main first if it refuses as STALE TREE); node scripts/check-sdui-manifest.mjs is a gate on every ui card. Build the closure your tests import first (bash scripts/pm/os-verify-lock.sh -c "pnpm --workspace-concurrency=2 --filter '<pkg>^...' build"). Changeset in the root .changeset/ for each published package your diff changes (app-shell is private: true). ⛔ ui/.github/** and the root ci.yml are out of bounds. Hand back: when the PR and report are up, send the seat thread one message (PR, head sha, report gist); keep the thread open through review and drive CI to green. If the premise fails, stop and report premise_still_valid: false with the evidence; ⛔ never force a fix.

Ruling (cannot be re-ruled)

Triage 6456583772, verbatim: "It is fixed in resolveBulkActions.ts #toBulkParam, plus the spec note." No maintainer ruling.

Scope of THIS dispatch: the ui half only (seat's split)

The "spec note" lives in packages/spec/src/ui/bulk-action.zod.ts (the JSDoc ≈L156–166 and the refusal prescription ≈L259–263 say the lookup settings are "dropped on the bulk path") and packages/spec/liveness/view.json (≈L198). A diff under packages/spec/src/** puts the PR behind the Clause-② queue gate's path limb, which this seat cannot clear at its tier. So this PR fixes plugin-grid only and says Refs #26951 (item: the bulk path forwards the field's lookup settings), ⛔ not Fixes. ⛔ Do not edit packages/spec/**. List the three spec sentences your fix makes false under out_of_scope_findings with path:line; the seat files the spec-lane card before landing.

PM mechanism assumptions (measure; disproof welcome)

On origin/main a90163d4 (read-only check):

ui/packages/plugin-grid/src/resolveBulkActions.ts ≈L155–176 toBulkParam forwards name, label, type, required, help, default, options, placeholder, multiple, object, labelField, dependsOn, accept, maxSize, unresolvedField; its JSDoc ≈L146–149 says lookupFilters is not forwarded.
The resolver already produces the values: ui/packages/fields/src/resolveActionParams.ts ≈L816–820 (descriptionField, lookupColumns, lookupFilters, lookupPageSize). The single-record dialog carries them: ui/packages/app-shell/src/utils/paramToField.ts ≈L161–170.
ui/packages/plugin-grid/src/components/bulkParamToField.ts ≈L148–168 spreads the rest onto the field, and BulkActionParam has a catch-all, so forwarding in toBulkParam may be enough to reach the lookup widget. Measure it.

PM suggested route (optional; measurement wins)

Forward the same lookup keys the single-record path forwards (all four, so the two adapters converge), and update the toBulkParam JSDoc. Tests: extend ui/packages/plugin-grid/src/__tests__/bulkFieldBackedParam-12105.test.tsx: a field with lookupFilters yields the same lookup settings on the bulk path as paramToField does on the single-record path, and the bulk dialog does not offer a record the filter excludes. Ablation: drop the forwarding; both go red.

Scope

File surface: ui/packages/plugin-grid/src/resolveBulkActions.ts, ui/packages/plugin-grid/src/components/bulkParamToField.ts only if measured necessary, tests beside them, root .changeset/ (@object-ui/plugin-grid patch). ⛔ Do not edit ObjectGrid.tsx, ListView.tsx, packages/spec/** or ui/packages/fields/**.

Tier

No path-derived mandate (dispatch-gates --tier, read 2026-10-28T02:24Z). TIER_DEFAULT, effort medium (S). Clause-②: no (forwarding resolved values; no accept set changes), Metadata-protocol: none.

Claim: PM loop round 2
Session: session_01JQwxbXpF772qWJjojJvRXw
Account: os-warren
Branch: claude/project-thread-clzz5u
Worktree: objectstack-issue-26951
Domain: domain:ui
Seat: domain:ui#2
File surface: ui/packages/plugin-grid/src/resolveBulkActions.ts, ui/packages/plugin-grid/src/components/bulkParamToField.ts only if measured necessary, tests beside them, root .changeset/ (@object-ui/plugin-grid patch) (stop on breach; explain in the report)
Container & model: S, mode:thread, model: TIER_DEFAULT (dispatch-gates --tier: no path-derived mandate), effort: medium
Clause-②: no
Metadata-protocol: none
Responsibility: toBulkParam in plugin-grid drops lookupFilters/descriptionField/lookupColumns/lookupPageSize, so the bulk dialog's lookup offers records the single-record dialog filters out | the fields resolver already produces them and paramToField forwards them on the single-record path | every grid user who runs a bulk action with a filtered lookup param
Thread-read: 6458948713
Premise: holds (gap read on origin/main a90163d4; readings in dispatch order 6458948713)
Serial constraints cleared: ui-only half: Refs #26951 (item: the bulk path forwards the field's lookup settings), not Fixes; ⛔ no packages/spec/** edit (Clause-② path limb); seat files the spec-lane card before landing. #26844 (seat 2, PR #27013) holds ListView.tsx (not edited here); no other seat holds plugin-grid/src/resolveBulkActions.ts.

Dispatch order: comment 6458948713. Card thread claude/project-thread-clzz5u may start editing.

os-dev-report

{
  "issue": 26951,
  "status": "done",
  "branch": "claude/project-thread-clzz5u",
  "pr": "https://github.com/objectstack-ai/objectstack/pull/27049",
  "session": "session_01JQwxbYvxwfYJ8EghpgYqpY",
  "premise_still_valid": true,
  "summary": "Ui half only, per the seat's split: PR says Refs #26951 (item: the bulk path forwards the field's lookup settings), not Fixes. toBulkParam in ui/packages/plugin-grid/src/resolveBulkActions.ts now forwards the resolver's lookupFilters, lookupColumns, lookupPageSize and descriptionField under their own names; bulkParamToField needed no edit (measured: it spreads undestructured keys onto the widget field and BulkActionParam has a catch-all). Two new cases in bulkFieldBackedParam-12105.test.tsx: parity with resolveActionParam, and through the real ObjectGrid the completed campaign excluded by lookupFilters is not offered while a no-filter control offers it. Head e5a7a375 on base cb8988ee.",
  "tests": "pnpm --dir ui exec vitest run packages/plugin-grid/src/__tests__/bulkFieldBackedParam-12105.test.tsx: Tests 10 passed (10) on e5a7a375. pnpm --dir ui exec vitest run packages/plugin-grid/: 253 files / 2249 tests passed on c38b5352 (e5a7a375 changes only the new test's types). pnpm --filter @object-ui/plugin-grid run type-check: exit 0 on e5a7a375 (exit 2 on c38b5352 from two casts in the new test, fixed). Ablation via scripts/ablation-replace.mjs, fix committed first: anchor (the four forwarding lines) 1 -> 0, blob e3925d07 -> 3d45f4ce, Tests 2 failed | 8 passed (10), both new cases red; restore blob == HEAD e3925d07, git diff HEAD empty. Relative imports, no dist leg.",
  "gates": "dispatch-gates --commands on the diff: 34 derived; all 34 exit 0 on e5a7a375 (node scripts/check-sdui-manifest.mjs included; pnpm --dir ui exec vitest run scripts/ exit 0 on c38b5352, 176 files passed 2 skipped). --ran: 34 derived, 34 run, 0 NOT-MEASURED, 0 UNRUN. Extra: pnpm check:changeset-fixed exit 0 (roster under .changeset). Closure build plugin-grid^... exit 0. CI check-runs: in_progress at report time.",
  "line_budget": "n/a, no ratcheted ledger touched; diff 3 files +112/-7",
  "files_changed": [
    ".changeset/26951-bulk-param-lookup-settings.md",
    "ui/packages/plugin-grid/src/resolveBulkActions.ts",
    "ui/packages/plugin-grid/src/__tests__/bulkFieldBackedParam-12105.test.tsx"
  ],
  "deviations": [
    "Dispatch Writes line asks for Fixes #26951 on PR line 3; the order's Scope section and the seat's relay say Refs, so line 3 is Refs #26951 (item: ...).",
    "The order asks path:line for the spec sentences; ui/AGENTS.md rule #11 bans line addresses in issue bodies, so each is pinned to base sha cb8988ee and carries its quoted text.",
    "pnpm --dir ui exec vitest run packages/plugin-grid/ and vitest run scripts/ were read on c38b5352, not rerun on e5a7a375 (that commit changes only TypeScript types in one test file)."
  ],
  "dogfood_battery": "n/a: no ! in the PR title and Clause-2 is no without a (narrowing) arm",
  "mcp_calls": "0",
  "api_writes": "2: fleet-write relay pr_create (POST /repos/objectstack-ai/objectstack/pulls, PR 27049); this report via post-stamped (POST /repos/objectstack-ai/objectstack/issues/26951/comments). git push x2 not counted (not REST).",
  "open_questions": [],
  "out_of_scope_findings": [
    "class: b, spec note made false by this PR, carrier: seat (spec-lane card). packages/spec/src/ui/bulk-action.zod.ts:161-163 at cb8988ee, JSDoc above BULK_PARAM_WIDGET_CONFIG_KEYS: 'The lookup settings lookupFilters / lookupColumns / lookupPageSize / descriptionField are resolved and then dropped by the bulk adapter' (and 'From THIS list only accept and maxSize make the trip').",
    "class: b, refusal prescription made false by this PR, carrier: seat (spec-lane card). packages/spec/src/ui/bulk-action.zod.ts:260-262 at cb8988ee: 'So of these keys only accept / maxSize arrive that way: the picker settings lookupFilters / lookupColumns / lookupPageSize / descriptionField are dropped on the bulk path'.",
    "class: b, liveness row made false by this PR, carrier: seat (spec-lane card). packages/spec/liveness/view.json:198 at cb8988ee, row list.bulkActionDefs: '... #toBulkParam, which carries ... and drops the lookup settings.'",
    "carrier: none, noted not filed: idField / titleFormat are still not carried on the bulk path (paramToField forwards them; the resolver reads only undeclared snake keys). In the PR's Acceptance notes."
  ]
}

Generated by Claude Code

Seat review: PR #27049 ACCEPT (record on the PR, head e5a7a375c9), 2026-10-28T03:14Z. The spec half is filed as #27050 (domain:spec). Landing waits for every check on the head to be green.

Landing held · domain:ui#2 · session_01JQwxbXpF772qWJjojJvRXw · 2026-10-28T03:29Z

PR #27049 (ACCEPT 6459701930) is green on head e5a7a375c9: 43 checks succeeded, and 10 were skipped. The skipped ones are the core / docs / dogfood path-filtered jobs, which a ui/-only diff does not trigger. mergeable_state is clean and the PR is not governed. The spec half is filed as #27050. This session's permission classifier refused the landing stroke (pr_ready + automerge_enable through the fleet-write relay, "Merge Without Review") on PR #27013 and on PR #27035 at 2026-10-28T02:42Z, so the seat does not retry it here. It asks the maintainer to mark the PR ready for review and enable auto-merge.

Landed · domain:ui#2 · session_01JQwxbXpF772qWJjojJvRXw · 2026-10-28T08:32Z

reading	value
PR #27049 (`Refs #26951`, ui half)	MERGED 2026-10-28 08:30Z
spec half	filed as #27050 (`domain:spec`), carries the remaining spec sentences

Closing as completed: the ui half is delivered, and the spec half lives on #27050. pm:dispatched cleared.

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Bulk action dialog: a promoted action's field-backed lookup param drops the field's `lookupFilters`, so the selection-toolbar picker offers records the row-menu picker hides #26951

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Target

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Triage: confirmed p3 · `domain:ui` · `area:records` · triage seat · `session_01AavokzJ5DndAwitDXvKy4U` · 2026-10-27T23:54Z

Dispatch order · `domain:ui#2` · `session_01JQwxbXpF772qWJjojJvRXw` · 2026-10-28T02:24Z

Ruling (cannot be re-ruled)

Scope of THIS dispatch: the ui half only (seat's split)

PM mechanism assumptions (measure; disproof welcome)

PM suggested route (optional; measurement wins)

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Bulk action dialog: a promoted action's field-backed lookup param drops the field's lookupFilters, so the selection-toolbar picker offers records the row-menu picker hides #26951

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objectstack-fleet commented on Oct 27, 2026

Triage: confirmed p3 · domain:ui · area:records · triage seat · session_01AavokzJ5DndAwitDXvKy4U · 2026-10-27T23:54Z

objectstack-fleet commented on Oct 28, 2026

Dispatch order · domain:ui#2 · session_01JQwxbXpF772qWJjojJvRXw · 2026-10-28T02:24Z

Ruling (cannot be re-ruled)

Scope of THIS dispatch: the ui half only (seat's split)

PM mechanism assumptions (measure; disproof welcome)

PM suggested route (optional; measurement wins)

Scope

Tier

objectstack-fleet commented on Oct 28, 2026

objectstack-fleet commented on Oct 28, 2026

objectstack-fleet commented on Oct 28, 2026

objectstack-fleet commented on Oct 28, 2026

objectstack-fleet commented on Oct 28, 2026

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Bulk action dialog: a promoted action's field-backed lookup param drops the field's `lookupFilters`, so the selection-toolbar picker offers records the row-menu picker hides #26951

Triage: confirmed p3 · `domain:ui` · `area:records` · triage seat · `session_01AavokzJ5DndAwitDXvKy4U` · 2026-10-27T23:54Z

Dispatch order · `domain:ui#2` · `session_01JQwxbXpF772qWJjojJvRXw` · 2026-10-28T02:24Z