fix(lead): stop requiring an owner pick on the New Lead form

[objectstack-fleet]

Fixes #2097
Clause-②: no

What changed

• src/sales/views/lead.view.ts: in the create form (LeadViews.form, which is the New Lead dialog), the owner_id entry no longer has required: true. The field is still on the form, now as a bare 'owner_id', with a comment explaining why. The Opportunity, Account and Contact New forms already leave it optional.
• test/ownership-model.test.ts: one new test next to "nothing in the schema fills owner_id". It checks that the New Lead form has owner_id and does not mark it required. The server side (a rep's insert with no owner is saved under the rep, even when round-robin would pick another rep) is already covered end to end by stands down when the middleware already stamped an owner in the same file.
• .changeset/2097-lead-owner-not-required.md (patch).

Why

As na.rep, Console → Leads → New: clicking Create stopped at "Lead Owner is required" and nothing was sent. The platform already sets the creator as owner when an insert has no owner_id, but required on the form blocked the save in the browser before that could happen.

Measurements

Console on port 4102, @objectstack/* 18.0.0-next.0, demo org from pnpm demo:staff. Checked with DOM and network probes in Playwright, then the row read back over REST.

form	actor	result
base 2f3d898d (required)	na.rep	label Lead Owner*, inline error Lead Owner is required, 0 writes to crm_lead
this branch	na.rep, lead 1	POST 201, body has no owner_id key, saved owner_id = na.rep
this branch	na.rep, lead 2	saved owner_id = na.rep. This run tells the two mechanisms apart: the sales_rep pool is [na.rep, eu.rep] with 1 and 0 open leads, so round-robin would have picked eu.rep
this branch	sales.manager (not in the pool)	saved owner_id = the manager
this branch	sales.manager picks Nina Reyes	the chip shows the pick, but the POST body has no owner_id, and saved owner_id = the manager
base 2f3d898d (required)	sales.manager picks Nina Reyes	same as the row above: no owner_id sent, saved under the manager

• H1: crm_lead.owner_id is Field.lookup('sys_user', { system: true, readonly: false }) and is not required. No validations[] entry or requiredWhen mentions it. The form entry was the only thing blocking the save: once it is removed, the same rep's save goes through.
• H4 (provenance; the repo was unshallowed to read it): required: true came in with 344c5f57, "Reset hotcrm to framework/app-crm baseline" (2026-05-22), on what was then the owner field. 9f748ab5 (Ownership model mismatch: app-authored owner lookups vs the platform's owner_id — reassigning Owner in the UI does not move record access #548, landed as fix: bug 批次修复(PM 派发循环)— #606 #673 #610 #548 #678 #650 已落地 #677) renamed owner to owner_id and kept the flag unchanged. That commit's own message says the security middleware sets the acting user as owner on any insert that leaves owner_id empty. No ruling or card asked for the flag, so the card's stop line does not apply.

Acceptance notes

• Manager picks another owner on create: this does not work, and it did not work before either. The pick is dropped on both base and this branch. In objectui, the create branch of plugin-form (ModalForm.tsx calls sanitizeFormData) removes owner_id from every create payload. Only the edit path adds back a changed owner (objectui#12205). This is an existing platform issue that this PR does not change. It has been reported to the seat for an upstream card and is not worked around here (AGENTS.md §2). Reading the code, every New form that shows owner_id is affected the same way. Only the Lead form was measured.
• formViews.advanced_conditional (a showcase form, not the create dialog) also requires owner_id when status is contacted or qualified. It is outside this card's file surface and is only noted here.
• No sentence under content/docs/**/leads*.mdx says a new lead needs an owner picked, so the docs are unchanged.
• Branch history: 6b5c8121 accidentally picked up a temporary file from the dev server (objectstack.config.bundled_4tw0mek20uf.mjs). b5237b67 removes it, so the net diff has 3 files. 6b5c8121 also has a harness-attribution Co-Authored-By trailer that names the model. It was not rewritten.

Reverse check (one-time, no permanent test)

node scripts/ablation-replace.mjs (objectstack) put back { field: 'owner_id', required: true } in place of 'owner_id'. The anchor matched once, and the file's blob changed from 049bedbe to 251dc02d. Before the run I predicted the new test would fail. Result: Tests 1 failed | 15 passed (16), AssertionError: the New Lead form demands an owner again: expected true to be false. The file was then restored and its blob matches HEAD (049bedbe), with an empty git diff HEAD. Without the mutation: Tests 16 passed (16). The test imports src/ directly, so dist/ plays no part.

Gates (all on ca836d0d)

• pnpm validate: ✓ Validation passed, exit 0
• pnpm typecheck: exit 0 (--listFiles includes both edited .ts files)
• pnpm lint: 18 suggestion(s), exit 0
• pnpm lint:i18n-gate: ✓ i18n lint gate: 0 i18n/missing-* issues, exit 0
• pnpm hygiene: ✓ source hygiene clean, exit 0
• pnpm hygiene:tokens: ✓ source token ratchet clean, exit 0
• pnpm build: ✓ Build complete, exit 0
• pnpm test: Test Files 179 passed (179), Tests 3660 passed | 1 skipped (3661), exit 0

Playwright e2e is left to CI.

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1 Skipped Deployment

Project	Deployment	Actions	Updated
hotcrm	Ignored		Oct 14, 2026 8:28am UTC