[Decision] Currency, all of it: resume multi-currency (#8345) and in what shape, and one rule for an amount whose currency is not known (Studio's USD, the template's USD, fixed's CNY, the example's USD) #27119

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1. objectstack-fleet

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   enhancementNew feature or requestNew feature or request

   priority:p2Medium: important, M3Medium: important, M3

   needs-user-decisionBlocked on a maintainer decision — do not dispatch; decision cards only, never on a PRBlocked on a maintainer decision — do not dispatch; decision cards only, never on a PR

   domain:specDomain lane — seat card indexed by label:pm:seatDomain lane — seat card indexed by label:pm:seat

   pm:awaiting-maintainerAwaiting a manual maintainer action — ruling already given; no dispatch, no machine exitAwaiting a manual maintainer action — ruling already given; no dispatch, no machine exit

   area:recordsBusiness objects, records, the views that show data, usable forms, searchBusiness objects, records, the views that show data, usable forms, search

   on Oct 28, 2026
2. objectstack-fleet commented on Oct 28, 2026

   

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   Brief-claimed-by: session_01QSeKYo7qYsX6HsAneHBMP2 · batch #421 · 2026-10-28T07:42Z

   Director seat, summon #53 (ledger objectstack#12708). Presented to the maintainer in batch #421 as item 2 of 3 — two letters: Q1 (multi-currency, #8345) and Q2 (the one rule for an amount whose currency is not known); Q3 is execution after either letter.

   Seat increment (re-read at origin/main e6e41998, 2026-10-28T07:42Z):

   • Premises 1–6 re-run exactly as written on the card: 1 / 1 / 1 / 2 / 1 / 0 hits — all six hold (control for the zero, same instrument: defaultCurrency under packages/ excluding tests → 95 hits).
   • Governing-text correction: docs/adr/0053-date-and-datetime-semantics.md is date and datetime semantics, not the tenant currency. git grep -n -iE "localization\.currency|tenant default currency" origin/main -- docs/adr → 0 hits (control: CurrencyValueSchema → ADR-0104 L79, L166). The tenant-currency fallback's governing text is the settings manifest (packages/spec/src/system/settings-manifest*, key currency) and the localization: a new organization gets its default currency from its creator's language or region (zh-CN → CNY), written as a visible Setup → Localization value; with nothing to derive from, it stays unset (maintainer ruling 乙, 2026-10-23) #25495 ruling (乙), not an ADR. ADR-0104 D1 (a currency value is a scalar number; CurrencyValueSchema deleted) verified at L165–166. The letters do not move.
   • G3 read in context (field.zod.ts:555–559): currencyMode defaults to dynamic, and defaultCurrency.default('CNY') is materialised on every parse, dynamic configs included — the i18n display rule already has to ignore it (currency.ts:34–36). Under X the fix is "fixed requires an authored defaultCurrency; no default at all" — Metadata-protocol: narrowed, (narrowing) arm, ADR-0087 disposition, plus a stored-metadata survey of fixed configs without a code (expected 0; the survey is the proof, not the expectation).
   • Facets, seat's reading, same letters as the card: ① 长远：Q2 X 把「不知道币种」收成一处规则（明确 → 组织默认 → 无符号 / 拒发），消掉四处各自猜测；Q1 乙 = 交易币种 + 本位币、写入时锁汇率，是主流平台的终态。② 拉动：G1–G4 今天就在把错的符号给到非美元组织（新建 CNY 组织在 Studio 选「货币」格式即中招）；多币种当前零在跑拉动。③ 防错：X 下漏写币种 = 正确的组织币种，或发布 / 发送时响亮拒收；今天 = 静默的错符号。④ 不扩散：X 零新增键、只删猜测与收窄 fixed；乙新增一个模式加一个系统对象，等拉动再开工。
   • Seat's letters: Q1 乙（C′ 形状，时序维持暂停：[Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345 留 pm:on-hold，Restart-when: 改写为具名客户拉动）· Q2 X. Not Y: it retires the tenant default the platform built on purpose (localization: a new organization gets its default currency from its creator's language or region (zh-CN → CNY), written as a visible Setup → Localization value; with nothing to derive from, it stays unset (maintainer ruling 乙, 2026-10-23) #25495). Not 丙: half the contract, re-cut later.
   • Workload (the card's column, re-read): Q2 X = ui 1 PR (G1) · formula 1 PR (G2, folds spec(formula): a currency hole with no argument still formats in US dollars — refuse it at authoring in every template dialect (follow-up of #26660) #26939) · spec 1 PR (G3, narrowing kit) · devx 1 line (G4) — S each, precedent localization: a new organization gets its default currency from its creator's language or region (zh-CN → CNY), written as a visible Setup → Localization value; with nothing to derive from, it stays unset (maintainer ruling 乙, 2026-10-23) #25495; Q1 乙 = 0 now (the shape is recorded on [Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345).

   Prior rulings read: defaultCurrency · multi-currency · exchange rate · localization.currency → 97 hits in AGENTS.md / docs/adr / packages/spec/src (field.zod.ts docblock L539, field.test.ts L1686; no ADR rules the fallback); thread: none on this card; #8345 pause 6051408208, #25495 乙, #9689.
3. objectstack-fleet commented on Oct 28, 2026

   

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   Ruling: batch #421 item 2 · letters Q2 X · Q1 held — the maintainer asked for a deeper multi-dimensional analysis before the letter · maintainer 「多币种帮我专题分析，从多个维度深度分析，其他同意。」 2026-10-28T08:22Z

   Recorded by the director seat (summon #53, session_01QSeKYo7qYsX6HsAneHBMP2, ledger objectstack#12708). Brief 6463511172. 「其他同意」 takes Q2 X. Q1 (multi-currency, #8345) is NOT ruled in this act: the maintainer's words ask the seat for a 专题分析 first; it follows on this card as the next comment, and Q1's letter is recorded in a second Ruling: comment when it comes. Q3 is execution and goes with Q2.

   Q2 = X — one rule for an amount whose currency is not known: an explicit currency → the tenant default (localization.currency) → with neither, DISPLAY carries no symbol and SEND (mail, notification) refuses. Nothing guesses, anywhere.

   • G1 Studio inspector (ui/packages/app-shell/src/views/metadata-admin/inspectors/DatasetDefaultInspector.tsx:215): picking the currency format with no currency stores no currency key; the measure inherits the field → tenant chain. domain:ui, p2 — card filed in this act.
   • G2 template formatter (packages/formula/src/template-engine.ts:82): no argument → the tenant default; no tenant default → TEMPLATE_INVALID at send. spec(formula): a currency hole with no argument still formats in US dollars — refuse it at authoring in every template dialect (follow-up of #26660) #26939 is re-scoped to this target and returns to pm:queue (its written target, "refuse at authoring", was Y).
   • G3 spec (packages/spec/src/data/field.zod.ts:559): fixed requires an authored defaultCurrency; the 'CNY' default goes — (narrowing) arm, Metadata-protocol: narrowed, ADR-0087 disposition, a stored-metadata survey of fixed configs without a code (expected 0; the survey is the proof). domain:spec, p2 — card filed in this act.
   • G4 example (examples/app-crm/src/datasets/opportunity.dataset.ts:32–33): delete currency: 'USD'. domain:devx, p3 — card filed in this act.
   • Q3 docs: content/docs/protocol/objectql/index.mdx:121 and types.mdx:30 rewritten to what ships (one number; currency from the field or the tenant default). domain:devx, p3 — card filed in this act.
   • Not Y (it retires the tenant default the platform built on purpose, localization: a new organization gets its default currency from its creator's language or region (zh-CN → CNY), written as a visible Setup → Localization value; with nothing to derive from, it stays unset (maintainer ruling 乙, 2026-10-23) #25495).

   Workload: as the brief — ui S · formula S (via #26939) · spec S · devx XS × 2. Precedent #25495.

   Execution: this card STAYS needs-user-decision for Q1; pm:awaiting-maintainer (a half-state beside it with no Maintainer-action: line) is removed in this act. Ruling-ref: on each execution card names this comment.
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5. objectstack-fleet commented on Oct 28, 2026

   

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   多币种专题分析（Q1 / #8345）· 总监席 · 第 53 场 · 2026-10-28T08:36Z

   应维护者「多币种帮我专题分析，从多个维度深度分析」（批 #421 回字）。输入：#8345 的测量轮（6041378776，两个探针跑在真实 ObjectQL 引擎上）、spec 席的四形状分析（6041482631）、本卡正文、origin/main e6e41998 的现读，以及 hotcrm 6c52f22（本席只读克隆）。⛔ 不是裁决；Q1 的字母仍由维护者下。

   0. 结论先行

   • 终态形状只有一个站得住：C′ ——「记录币种（指向同对象上的 ISO 4217 币种字段）+ 平台汇率表（按日期生效）+ 写入时按单据日期折成本位币并存下来（同时存所用汇率）+ 缺汇率拒写 + 未按币种分组的跨币种原始求和在构建时拒收」。这是 Dynamics 365、Odoo、NetSuite、SAP 的公分母，也是本平台「写入时物化、汇总读存储列、公式是虚拟的」架构的自然延伸。
   • 何时开工取决于拉动，不取决于形状：仓内零作者拉动（示例 17 个金额字段全单币种；hotcrm 只有 1 个币种字段，还在流程里），唯一拉动是 8 月的海外港口客户，10-08 已暂停。
   • 不论何时开工，前置都是已裁的 Q2 X：先把四处「猜币种」清掉，否则多币种建在一个会静默猜 $ / ¥ 的底座上。

   1. 今天的平台（实测）

   • 金额字段的值是一个数（ADR-0104 D1）；currencyMode: 'dynamic'（默认）= 按组织默认币种显示，'fixed' = 字段有一个币种。没有任何键、列或值承载「这条记录是什么币种」。
   • 组织默认币种 localization.currency：租户级、无平台默认、ISO 4217 值域、可改且无历史——改一下，所有历史金额就换了标签（探针 B）。
   • 零换算实现（exchange.?rate|fx_rate|convertCurrency 在 packages/ 0 命中，对照 95）。CURRENCY_FRACTION_DIGITS 只剩值域键集，小数位的值零读者——换算会是它的第一个读者。
   • 作者今天「凑」多币种的办法 = 旁边放一个币种文本字段。探针实测：USD 100 + EUR 100 的 sum 答 200 "USD"；汇总字段 USD 100 + JPY 15000 答 15100；跨币种派生度量相减答 0 无标签。全部静默错数。
   • CEL 标准库禁止回调宿主（stdlib.ts:7），objectstack build 要逐字节稳定 ⇒ 公式里不能有读汇率表的函数。

   2. 业务场景维度：谁要、要什么

   客户类型	需求	今天能否	拉动证据
   国内单币种（大多数）	金额按人民币显示、汇总	能（组织默认币种）	无需求
   出海 / 跨境企业（港口码头客户）	① 按客户币种开票 ② 按单据日汇率对账 ③ 折成本位币合并报表	①②③ 都不能	2026-08 一个客户；10-08 暂停
   集团多主体	各子公司本位币不同、集团再合并	不能；且超出单租户单本位币	零
   电商 / 支付	展示币种 vs 结算币种	不在平台层（支付网关的事）	零

   港口客户三件事对应的最小能力：① 记录币种；② 按日期的汇率 + 写入时快照；③ 存下来的本位币金额让现有汇总直接出合并数。三件缺一，客户还是得自己手搓（而手搓的写法平台看不见、护栏拦不住）。

   3. 主流平台怎么建模（对照）

   平台	记录币种	本位币	汇率	换算时机	可借鉴 / 教训
   Salesforce	每条记录 CurrencyIsoCode	公司币种，开启多币种后不可撤销	手工汇率表；ACM 加「按日期生效」（只对机会）	报表与公式读时换算（convertCurrency()）	读时换算让历史报表随汇率漂移，ACM 就是为补这个洞而加的
   Dynamics 365 / Dataverse	transactioncurrencyid 每条记录	组织创建时定，不可改	手工汇率表	写入时算 _base 影子列并存	与本平台「写入时物化」同构；本位币锁定是硬规则
   Odoo	currency_id 字段，金额字段 currency_field 指向它	公司币种	res.currency.rate 按日期	过账日折算，amount_currency + balance 都存	「金额字段指向兄弟币种字段」= 显式组合，多个金额可共用一个币种字段
   NetSuite	交易币种每条记录	子公司本位币	合并汇率表	过账时折算存储	多主体是另一层，不在本阶段
   SAP	单据币种	本币 / 集团币	汇率类型 M	过账时快照	同上
   Airtable / Notion	字段级格式	—	无	无	只是格式，不是多币种；本平台今天就是这一档

   公分母：记录币种 + 固定本位币 + 按日期汇率表 + 写入时快照并存储本位币金额。只有 Salesforce 走读时换算，并为此付了 ACM 的代价。

   4. 数据模型维度：记录币种放哪（Q0）

   • A 兄弟字段（推荐）：金额字段 currencyMode: 'record' + currencyField 指向同对象上一个 valueDomain: 'iso_4217_currency' 的文本字段（该值域 No declarative way to constrain an object FIELD to a value domain (iana_time_zone), and neither extension point an app can reach can express it #14168 已落地）。值仍是标量，ADR-0104 D1 不动；多个金额共用一个币种字段；AI 能看见它、构建时能校验它。
   • B 平台注入隐藏列（Salesforce 式）：隐式组合，AI 看不见、build 校验不到。
   • C 值对象 {amount, currency}：推翻 ADR-0104 D1，迁移每一个已存金额列，复活刚退役的 CurrencyValueSchema。
   • D 维持现状：每种币种一个 fixed 字段——对开放币种集不可用。

   5. 汇率维度

   • 对象：sys_exchange_rate { currency, rate（相对本位币）, effective_date, source }，按 org / currency / date 唯一；交叉汇率经本位币推导（⛔ 不做 N×N 矩阵）。
   • 方向只存一种（1 本位币 = rate 外币，或反之），文档写死，避免倒数歧义。
   • 精度：汇率存高精度小数；本位币金额按本位币 ISO 4217 小数位四舍五入——CURRENCY_FRACTION_DIGITS 第一次有读者。
   • 缺汇率 = 拒写，报错点名「哪个币种、哪一天」。⛔ 不按 1:1（Odoo 的静默错数）、⛔ 不取最近一条、⛔ 不写 null（sum 会忽略 null，合计悄悄少算）。
   • 来源：v1 只做手工录入与导入；行情源（ECB 等）= 应用用流程往表里写行，⛔ 平台不内置网络默认。
   • 权限与审计：改汇率等于改历史口径，sys_exchange_rate 走系统对象的权限面，写入留审计。

   6. 换算时机维度：写入 vs 读取（Q3）

   • 写入时（推荐）：引擎在写入时查「单据日期」的汇率，算出本位币金额并存成一列，连同所用汇率与日期一起存；汇率更正后用显式重算操作（先例：summary 回填）。
   • 读取时：每一种汇总策略（原生 SQL、ObjectQL aggregate、内存、表格页脚、指标卡、roll-up）都要在读时按行日期 join 汇率，按驱动分叉；历史报表随汇率更正漂移。
   • 「单据日期」必须显式声明（rateDate 指向记录上的日期字段），缺则构建拒收；⛔ 不默认 created_at——那是猜。

   7. 汇总与报表语义维度（Q4）

   • record 模式字段的原始 sum/avg/min/max 在构建时拒收，除非按币种字段分组；分组结果在线上逐行带币种（今天一列一个币种会把分组标错，探针 C）。
   • 合并汇总只走本位币影子列：现有汇总、仪表盘、表格合计、指标卡零改动就出本位币合计——这是写入时存储的全部价值。
   • 今天就能加的护栏（不论 Q1 字母）：派生度量跨不同币种相加减、度量 / 指标卡写死的币种与 fixed 字段矛盾 ⇒ 构建拒收。

   8. 公式维度

   • convertCurrency() 公式函数（[Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345 原 M2、形状 B）与标准库纯度不变量冲突，且公式字段是虚拟的、汇总拒绝它——结果看起来能汇总、实际加不起来，是 AI 最容易踩的坑。⛔ 不做。
   • 公式可以读本位币影子列（它是普通存储字段）；returnType: 'currency' 的公式沿用同一 currencyConfig 形状（spec: a formula field cannot declare a currency result — returnType is number | text | boolean | date, so a formula over money renders as a bare number #22727）。

   9. 防 AI 犯错维度

   • 新键全部在构建时校验：currencyField 必须是 ISO 4217 值域文本字段；rateDate 必须是日期字段；本位币影子列目标必须是存储型、fixed 且币种 = 本位币。
   • 写入时缺汇率响亮拒绝；跨币种原始求和拒收并带处方；无任何静默兜底（无 CNY 默认、无 1:1、无最近汇率）。
   • 对比：B（公式函数）结果可见不可汇总；Salesforce 式隐藏列 AI 看不见；值对象让 AI 写错值形状。C′ 是四种里错误最早、最响的一种。

   10. 迁移与兼容维度

   • record 是新增模式（Metadata-protocol: added，minor）；dynamic / fixed 原样保留；存量数据不动。
   • 本位币 = 沿用 localization.currency，一旦存在汇率行或影子列声明即锁定不可改（Dataverse 规则）。这同时堵住今天「改组织币种就把所有历史金额换标签」的隐患。
   • 前置：Q2 X 的 G1–G4（已裁、已立卡 ui(studio): the dataset inspector stores currency: 'USD' when the currency format is picked with no currency — store nothing and inherit the field / tenant chain (#27119 Q2 X, G1) #27156 / spec(field): fixed-mode currencyConfig with no defaultCurrency materialises 'CNY' — require the code, drop the default (narrowing; #27119 Q2 X, G3) #27157 / docs+examples(currency): opportunity.dataset.ts hard-codes currency: 'USD' over a tenant-currency field, and two protocol docs claim exchange rates / a stored currency code — delete the key, rewrite the two sentences (#27119 Q2 X G4 + Q3) #27158，spec(formula): a currency hole with no argument still formats in US dollars — refuse it at authoring in every template dialect (follow-up of #26660) #26939 改目标）。G3 收窄 fixed（spec(field): fixed-mode currencyConfig with no defaultCurrency materialises 'CNY' — require the code, drop the default (narrowing; #27119 Q2 X, G3) #27157）尤其是前置——多币种的「本位币影子列」正是一个 fixed 字段，它不能再静默变成 CNY。

   11. 创业阶段：范围裁剪与工作量

   做（C′ 的最小集）：1 个枚举成员（record）· 3 个键（currencyField、rateDate、本位币影子列声明）· 1 个系统对象（sys_exchange_rate）· 1 个重算操作 · 护栏放进既有门（spec 构建校验、analytics 编译腿），⛔ 不新增 check:* 门禁。
   不做：行情源 · 个人显示币种 · 期末重估 / 未实现汇兑损益 · N×N 汇率对 · 读时换算 · 一个组织多本位币（多主体）· 按地区的舍入规则 · 公式换算函数。
   工作量：spec 1 PR（模式 + 键 + 构建校验与拒收用例）· server 2–3 PR（系统对象 + 写入时折算与缺汇率拒写 + 重算操作）· analytics 1 PR（分组拒收与逐行币种）· ui 1 PR（币种字段显示与影子列只读）；估 1–2 周 agent 时间 + 契约复核；无先例。

   12. 时序与触发

   • 现在做：把形状与子问题一次裁清、记在 [Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345，让开工时不再有第二轮决策；Q2 X 四件先落。
   • 开工信号（任一即重启 [Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345）：① 一个具名客户的合同或试点明确要跨币种对账 / 合并报表；② 两个以上独立入站需求；③ 平台自身的计费 / 订单模块需要记录币种。
   • 分期，每期可独立交付：M0 记录币种 + 分组拒收护栏（= A′，开票可用）→ M1 sys_exchange_rate + 手工 / 导入 → M2 写入时折算 + 影子列 + 缺汇率拒写 + 重算 → M3 analytics 分组结果逐行带币种与 ui 只读展示。

   13. 风险清单

   • 不可逆决定：本位币锁定；对象一旦有 record 模式字段与影子列，退回单币种要迁移数据。
   • 数据正确性：单据日期的真值来源（必须声明）；汇率更正后的重算范围与审计。
   • 性能：每次写入多一次汇率查找（按 (currency, effective_date) 索引，可缓存当日）。
   • 多租户：汇率按组织隔离；平台级共享汇率是另一个决定，⛔ 本期不做。
   • 文档与示例：开工前 docs+examples(currency): opportunity.dataset.ts hard-codes currency: 'USD' over a tenant-currency field, and two protocol docs claim exchange rates / a stored currency code — delete the key, rewrite the two sentences (#27119 Q2 X G4 + Q3) #27158 把两句虚报改掉，避免 AI 作者按文档写出不存在的键。

   14. 四轴小结与推荐

   • ① 长远：C′ 与主流平台终态、与本平台架构同向，保留 ADR-0104 D1；B 破标准库不变量；甲作终态会让跨币种客户再回来。
   • ② 拉动：当前零在跑拉动；一旦出现，三件事只有 C′ 全满足。
   • ③ 防错：C′ 每个键构建时校验、缺汇率写入时拒绝、跨币种求和拒收；今天是静默错数。
   • ④ 不扩散：C′ 已压到最小集，仍是一个模式 + 一个系统对象的永久义务 ⇒ 时序上等拉动。

   推荐：Q1 乙 = C′ 形状，维持暂停（#8345 留 pm:on-hold，Restart-when: 改写为上面三个开工信号之一），并在本裁决同笔把子问题裁清：Q0 A（兄弟币种字段）· 汇率 A（手工 / 导入、缺则拒写）· 本位币 A（沿用 localization.currency，有汇率或影子列即锁定）· 换算时机 A（写入时 + 显式重算）· 汇总 A（未分组拒收、合并走影子列）。

   • 只看①选乙；②③④ 是否翻转：否（④只调时序）。
   • 若维护者认为港口客户的拉动仍在或将回：选 乙-现在 = 同形状，立 epic 按 M0–M3 分期入队；不建议丙（A′ 半量，M0 之后还要再改一次契约）。
   • 置信缺口：主流平台细节来自本席知识与测量轮的搜索摘录，未逐条核对官方文档；「1–2 周」是估算；客户实际币种数与汇率来源无样本；cloud 仓未测。

   15. 裁后执行

   • 乙（暂停）：本席在 [Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345 记录字母、形状 C′ 与五个子问题的裁定，改写 Restart-when:；本卡 Q1 录第二条 Ruling:，卡随之关闭 completed（Q2 已立卡）。
   • 乙-现在：同上，另立 epic（M0–M3 四张子卡，spec 先行，Blocked-by: 链），[Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345 转 pm:blocked 指向 epic。
   • 甲：[Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345 原样 hold，本卡关闭。
   • 丙：[Epic] multi-currency (shape C′): record currency, dated exchange rates, write-time home-currency projection — 17 children, R1/R2/R3 release pairing (ruling 6465431966) #8345 改范围为 A′ 回 pm:queue。
6. objectstack-fleet commented on Oct 28, 2026

   

   objectstack-fleetBot

   on Oct 28, 2026

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   Workload list if C′ starts now (Q1 乙-现在) · director seat · summon #53 · 2026-10-28T09:03Z

   Asked by the maintainer after the analysis 6464438764: 「如果启动这个开发，评估具体的工作量清单」. Read on origin/main e6e41998; precedents named per PR. ⛔ Not a ruling, not a claim. Sizes are the fleet's: S = one subagent run, M = one cloud session (hours), L = a day or more with review loops; Tier = who lands it.

   Prerequisite already filed: #27157 (fixed requires a code; the home field must never fall back to CNY) — on the critical path before M0-1.

   M0 — record currency + guards (= A′; invoicing in the customer's currency works after this)

   PR	Lane	What (files)	Size	Tier / review	Serial
   M0-1	spec	CurrencyConfigSchema gains currencyMode: 'record' + currencyField (a text field on the same object with valueDomain: 'iso_4217_currency'); object-level superRefine in object.zod.ts (precedent L1038/L2706 arms) checks the target exists, is text, carries the domain; formula returnType: 'currency' shares it (#22727); describe / JSDoc / guidance; generated baselines, forms, packages/spec/docs; skills/** authoring guidance (Skills-docs: updated here); pin tests for the three refusals. Metadata-protocol: added, minor.	M	CONTRACT_REVIEW_TIER (published schema)	after #27157
   M0-2	server (objectql)	record-validator.ts: a record-mode amount with a blank currency code refuses loudly (ERR_CURRENCY_CODE_REQUIRED); engine-aggregate-field-type-door: sum/avg/min/max over a record-mode field refused unless grouped by its currencyField; summary roll-up over a record-mode child field refused at metadata registration (precedent: the aggregate × type door). The design round's probes become fixtures (fx_invoice: USD 100 + EUR 100 must refuse, not answer 200).	M	default tier	after M0-1
   M0-3	spec + analytics (seam)	contracts/analytics-service.ts: grouped results carry a per-row currency; cube-measure-field-type-door.ts (precedent) refuses a raw aggregate over a record-mode field unless the query groups by its code field; the Q6 guards on today's surface: a derived measure across measures whose resolved currencies differ refuses; a measure currency contradicting a fixed field's refuses.	M	contract half CONTRACT_REVIEW_TIER; Seam: card, spec seat owns the key	after M0-1; parallel to M0-2
   M0-4	ui	ui/packages/i18n/src/currency.ts resolveFieldCurrency reads the sibling code field's VALUE for record mode (needs the record in scope); callers: fields/src/widgets/CurrencyField.tsx, GridField.tsx, FormulaField.tsx, record drawer, plugin-dashboard metric tile (per-group currency), grid footer sum (refuse / group); Studio field editor: record mode + field picker. 29 files name the resolver (changelogs included); ~8 source files move.	M–L	default tier	after M0-1
   M0-5	devx	content/docs/data-modeling currency page (modes, the record mode, what refuses); #27158 lands first.	S	default	after M0-1

   M1 — the rate table (independent of M0; can run in parallel)

   PR	Lane	What	Size	Tier	Serial
   M1-1	server (platform-objects)	sys_exchange_rate object: currency (text, iso_4217_currency), rate (decimal, high precision, "1 home unit = rate units of currency" documented once), effective_date (date), source (select: manual / import / app); unique (currency, effective_date); tenant scope; admin-only permission set; audit on. Precedent files: audit/sys-*.object.ts (142–294 lines each) + tests; Setup nav entry (apps/setup.app.ts) and a list view.	M	default	none
   M1-2	server	Import: verify sys_import_job serves an arbitrary object (if yes: 0 code, one docs line; if no: a CSV importer for this object, S). Provider feeds stay out: an app flow writes rows.	S (XS if import already serves it)	default	after M1-1
   M1-3	server (service-settings)	Home-currency lock: localization.currency refuses a change once a sys_exchange_rate row or a homeAmount declaration exists. service-settings has no write-side predicate hook today (config-change-audit.ts is after-the-fact) — a new guard with one predicate reading the engine; precedent for the shape: the settings manifest required / value-domain refusals.	M	default (new mechanism; name it in the PR)	after M1-1

   M2 — write-time home projection (the core; consolidation works after this)

   PR	Lane	What	Size	Tier	Serial
   M2-1	spec	Amount field (record mode) declares homeAmount: { field, rateDate, rateField? }: field a stored currency field in dynamic mode (= tenant currency) marked platform-computed; rateDate a date/datetime field on the same object (⛔ no default); rateField optional decimal. superRefine arms for each; no silent default anywhere. Metadata-protocol: added, minor.	M	CONTRACT_REVIEW_TIER	after M0-1
   M2-2	server (objectql)	Write path: on create/update where amount, code or rateDate changes, look up the rate (org, currency, latest effective_date ≤ rateDate); home = round(amount × rate, minor units of the home currency) — CURRENCY_FRACTION_DIGITS gets its first reader; same-currency-as-home ⇒ rate 1, no lookup; write home + rateField; missing rate refuses the write (ERR_EXCHANGE_RATE_MISSING, naming currency + date); validator: home and rate fields read-only (precedent: summary, L1173–1180); batch writes; driver-agnostic (engine-computed column, as summary-aggregate.ts); SQLite float-storage rounding pinned. Intra-record, so simpler than the cross-record roll-up machinery.	L	default; contract review of the refusal envelope	after M2-1, M1-1
   M2-3	server (cli + objectql)	Recompute: os migrate recompute-home-amounts --object X [--since DATE] [--apply] modelled on summary-backfill.ts and commands/migrate/activity-changed-fields.ts (report-then-apply); rows whose rate is missing are listed, not silently skipped — the apply/skip rule is a parameter for the maintainer (below).	M	default	after M2-2
   M2-4	server	Adding a home field to an existing object = the normal add-column path (os migrate); backfill = M2-3. Verify, one test.	S	default	after M2-3

   M3 — reporting, UX, dogfood

   PR	Lane	What	Size	Tier	Serial
   M3-1	analytics	Consolidated measures over the home field work with zero change (a test proves it); a metric / dataset measure over a record-mode field names the home field or groups by code, else refuses with the prescription.	S–M	default	after M2-2, M0-3
   M3-2	ui	Home field rendered read-only with "converted at RATE on DATE"; Studio editor for homeAmount; grid footer for record-mode columns groups or refuses.	M	default	after M2-1, M0-4
   M3-3	devx (examples + QA)	examples/app-showcase invoice gains currency_code, amount (record mode), amount_home, invoice_date; seeded sys_exchange_rate rows; a docs/qa/platform-checklist item; one browser dogfood run.	M	default	after M2-2, M3-2
   M3-4	skills / governed	A new ADR "multi-currency: record currency, dated rates, write-time home projection" recording Q0–Q4 as ruled, superseding the stale sentence in ADR-0104's currency paragraph with a dated note.	S	Tier H (docs/adr/**, maintainer approves)	with M0-1

   Totals and path

   • PRs: 16 (spec 3 + seam 1, server 8, ui 2, analytics 1, devx 2, ADR 1). Sizes: L 1 (M2-2), M 10, S 5.
   • Effort: about 9–12 agent-days of development, plus contract review on the three spec PRs and the queue's serial landing.
   • Calendar: ~3 weeks at 2–3 lanes in parallel. Critical path: spec(field): fixed-mode currencyConfig with no defaultCurrency materialises 'CNY' — require the code, drop the default (narrowing; #27119 Q2 X, G3) #27157 → M0-1 → M2-1 → M2-2 → M2-3 → M3-3 (five serial PRs, ~2 weeks of it); M1 and M0-2/3/4 run beside it.
   • Milestone gates: M0 alone ships "invoice in the customer's currency, no wrong sums" (= A′); M0 + M1 + M2 ships consolidation; M3 is polish and proof.

   Parameters the maintainer decides (defaults in bold; a letter on each is enough)

   1. Backfill of existing rows when a historical rate is missing: report and skip the row, apply the rest / refuse the whole operation.
   2. Who edits sys_exchange_rate: org admin only / any user with a dedicated permission.
   3. Rate direction convention: 1 home unit = rate units of the foreign currency (Odoo) / the inverse (Dataverse). One line in the ADR either way.
   4. Precision of rate: 12 significant decimals / other.

   What is not in this list (and why)

   Provider feeds, per-user display currency, period-end revaluation / unrealised FX gains, N×N pair rates, read-time conversion, multiple home currencies per organization, locale rounding rules, a CEL convertCurrency() — each a capability with no pull in tree, and the last one conflicts with stdlib.ts:7.

   Confidence gaps

   • sys_import_job serving an arbitrary object is unverified (decides M1-2's size).
   • The settings write guard (M1-3) is a new mechanism; its shape is estimated from the manifest's refusal precedents, not measured.
   • The ui count (29 files naming the resolver) is an upper bound; ~8 source files is the seat's reading.
   • No sample of the customer's currency set or rate source; the showcase seed (M3-3) is the only fixture.
7. objectstack-fleet commented on Oct 28, 2026

   

   objectstack-fleetBot

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   Ruling: batch #421 item 2 (second record, Q1) · letter 乙-现在 · maintainer 「同意立专题卡」 2026-10-28T09:29Z

   Recorded by the director seat (summon #53, session_01QSeKYo7qYsX6HsAneHBMP2, ledger objectstack#12708). First record 6464202770 (Q2 X). The maintainer read the analysis 6464438764, the workload list 6464936321 and the seat's answers in the summon chat (rate sources, per-object opt-in, no platform switch, author-named fields, UI entry, enabled-currency derivation, risks, staged releases, zero impact on single-currency apps), then answered 「同意立专题卡」 — the epic form the seat proposed for 乙-现在.

   Q1 = 乙-现在: multi-currency resumes now, shape C′, as an epic on #8345.

   • Shape (C′): a record-mode amount field points at an ISO 4217 code field on the same object; a platform rate table by effective date; the home-currency amount computed AT WRITE from the document date's rate and STORED with the rate used; a missing rate refuses the write; a raw aggregate over a record-mode field refuses at build unless grouped by its code field; consolidation reads the stored home field. No CEL conversion function.
   • Sub-questions, ruled in the same stroke (the seat's defaults, none contested): Q0 A — the record currency is a sibling text field with valueDomain: 'iso_4217_currency', referenced by currencyField; rates A — sys_exchange_rate { currency, rate, effective_date, source }, manual entry and import in v1, provider feeds by an app flow, a missing rate refuses; home currency A — localization.currency, locked once a rate row or a home-amount declaration exists; conversion timing A — at write, with an explicit recompute operation; aggregation A — ungrouped raw aggregates refused, consolidation through the home field.
   • Parameters (defaults, not contested): 1 backfill with a missing historical rate reports and skips the row, applies the rest; 2 sys_exchange_rate editable by organization admins only; 3 rate direction "1 home unit = rate units of the foreign currency"; 4 rate keeps 12 significant decimals.
   • Design rules recorded from the summon: no platform or tenant switch — the declaration currencyMode: 'record' is the switch; no injected columns, no fixed field names — every currency-related field is declared by the app author and referenced by pointer, the naming convention (currency_code, AMOUNT_home, AMOUNT_rate) is guidance in skills/**, never a contract; "enabled currencies" is derived (home + currencies with a rate row + codes already used), not a setting; the form pre-fills the organization's currency at the renderer, the stored value is always explicit; metadata never names the home currency (the home field is a dynamic-mode currency field).
   • Release pairing (the only half-state risk): R1 = spec(field): fixed-mode currencyConfig with no defaultCurrency materialises 'CNY' — require the code, drop the default (narrowing; #27119 Q2 X, G3) #27157 + the ADR + M0-1..M0-4 in ONE Version Packages release (a published record mode without the refusals and the per-row display is worse than today); R2 = M1 + M2-1..M2-3 (+ M3-2's read-only display) in ONE release (the rate table's only reader is the write-time projection; the homeAmount key never ships ahead of the engine); R3 = the rest of M3. M1 is therefore developed in parallel but released with M2.
   • Commitment: R1 (about 4–5 agent-days) is the delivery the customer can rely on; R2 starts after the customer confirms the consolidation terms (home currency, rate source, which date drives the rate).

   Workload: 16 PRs per 6464936321 plus one XS prerequisite (retire the @deprecated CurrencyValueSchema, still exported at field.zod.ts:581 against ADR-0104 D1's "deleted"); L 1, M 10, S 6; about 9–12 agent-days; ~3 weeks calendar at 2–3 lanes; critical path #27157 → M0-1 → M2-1 → M2-2 → M2-3 → M3-3.

   Execution: #8345 becomes the epic parent (pm:on-hold → pm:epic, title and body rewritten with the shape, the rulings above, the territory and the child tree); the children are filed in this act as Part of #8345 (spec and seam children go to the spec seat's queue with domain:spec; the rest carry pm:epic for the epic PM); the maintainer summons the epic PM with /pm-dispatch epic:#8345. This card closes completed: Q2's execution cards are #27156 / #27157 / #27158 / #26939; Q1's is the epic.
8. objectstack-fleet commented on Oct 28, 2026

   

   objectstack-fleetBot

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   Closed completed · both letters recorded: Q2 X (6464202770) and Q1 乙-现在 (6465431966, maintainer 「同意立专题卡」) · director seat (summon #53, session_01QSeKYo7qYsX6HsAneHBMP2) · 2026-10-28T09:34Z

   Execution lives elsewhere: Q2 → #27156 / #27157 / #27158 and #26939 (re-scoped); Q1 → the multi-currency epic on #8345 (shape C′, children filed as Part of #8345, the maintainer summons /pm-dispatch epic:#8345). The analysis (6464438764) and the workload list (6464936321) stay on this thread as the epic's design record. Nothing is left on this card.
9. objectstack-fleet

   removed

   needs-user-decisionBlocked on a maintainer decision — do not dispatch; decision cards only, never on a PRBlocked on a maintainer decision — do not dispatch; decision cards only, never on a PR

   on Oct 28, 2026
10. objectstack-fleet

    closed this as completedon Oct 28, 2026
11. os-bill

    added 2 commits that reference this issue on Oct 28, 2026

    docs(adr): ADR-0144 multi-currency — record currency, dated rates, wr…

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    44927ce

    docs(adr): ADR-0144 takes the three should-fixes of contract review 6…

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    e9bb190