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chore(crm): surface Reassign Lead on the record header - #1999

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os-zhuang merged 1 commit into
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feat/crm-reassign-record-header
Jun 17, 2026
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os-zhuang merged 1 commit into
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feat/crm-reassign-record-header

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What

Extends the CRM "Reassign Lead" demo action so it appears on the record
header
in addition to the list row:

  • locations: ['list_item', 'record_header']
  • adopts the record.status == "converted" predicate convention so the CEL
    disabled greys out consistently on both surfaces (the row menu now exposes
    both record.* and bare-field scopes).

Param collection, dataSource.update, and the Undo toast now all drive from the
header too.

Why

Pairs with objectui#1788,
which fixes evaluateCondition so a bare-CEL disabled actually evaluates
(instead of being silently always-truthy). Before that fix, a param-collecting
api action on the record header was treated as permanently disabled and never
opened its param dialog.

Verification

Browser E2E on the lead record page: header Reassign Lead → param dialog →
custom "Lead reassigned." toast → Undo"Change undone."

Example-only; no shipped-package changes.

🤖 Generated with Claude Code

Extends the demo to `locations: ['list_item', 'record_header']` and adopts the
`record.status == "converted"` predicate convention so the CEL `disabled` greys
out consistently on both the row menu and the record header. Pairs with the
objectui evaluateCondition fix that lets a bare-CEL `disabled` evaluate (instead
of always-truthy), so a param-collecting header action opens its dialog.
Example-only.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Project Deployment Actions Updated (UTC)
spec Ready Ready Preview, Comment Jun 17, 2026 3:27am

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@github-actions github-actions Bot added documentation Improvements or additions to documentation tooling size/s and removed documentation Improvements or additions to documentation tooling labels Jun 17, 2026
@os-zhuang
os-zhuang merged commit 955e9fa into main Jun 17, 2026
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@os-zhuang
os-zhuang deleted the feat/crm-reassign-record-header branch June 17, 2026 03:27
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