fix: schema compliance audit — fix field type, naming, and label violations across all packages

[Copilot]

Description

Audited all 142 *.object.ts files across 14 packages against the ObjectStack schema specification. Fixed 120+ violations: wrong field types, non-snake_case names, uppercase option values, and inconsistent label capitalization.

Type of Change

• Bug fix (non-breaking change which fixes an issue)
• New feature (non-breaking change which adds functionality)
• Breaking change (fix or feature that would cause existing functionality to not work as expected)
• Documentation update
• Code refactoring
• Performance improvement
• CI/CD update

Related Issues

Related to ObjectStack schema spec compliance

Changes Made

Field type corrections (27 fixes) — healthcare, education, financial-services

Field.text() replaced with semantic types where data semantics require it:

// Before
date_of_birth: Field.text({ label: 'Date of Birth' }),
email:         Field.text({ label: 'Email' }),
copay:         Field.number({ label: 'Copay Amount', min: 0 }),

// After
date_of_birth: Field.date({ label: 'Date of Birth' }),
email:         Field.email({ label: 'Email' }),
copay:         Field.currency({ label: 'Copay Amount' }),

Type change	Count	Packages
text → date/datetime	20	healthcare, education, financial-services
text → email	3	healthcare, education
text → phone/url	2	healthcare
number → currency	2	healthcare, financial-services

Default value casing (5 fixes) — crm, marketing, finance, products

Option value and defaultValue must be lowercase per spec:

• lead.object.ts: defaultValue: 'New' → 'new'
• campaign.object.ts: defaultValue: 'Planned' → 'planned'
• payment.object.ts: defaultValue: 'Planned' → 'planned'
• pricebook.object.ts: defaultValue: 'CNY'/'USD' → 'cny'/'usd'

Field naming (3 fixes) — marketing

email_template.object.ts: openrate → open_rate, clickrate → click_rate, conversionrate → conversion_rate

Label capitalization (80+ fixes) — support (20 files), products (7 files)

Standardized to Title Case: 'description' → 'Description', 'origin Channel' → 'Origin Channel', etc.

Packages with zero violations (no changes)

analytics, community, real-estate, integration, HR, core

Testing

• Unit tests pass (npm test)
• Linting passes (npm run lint)
• Build succeeds (npm run build)
• Manual testing completed
• New tests added (if applicable)

Updated spec-compliance tests in healthcare, education, and financial-services to assert corrected field types. All 210 test files / 4104 tests pass.

Screenshots

N/A

Checklist

• My code follows the style guidelines of this project
• I have performed a self-review of my own code
• I have commented my code, particularly in hard-to-understand areas
• I have made corresponding changes to the documentation
• My changes generate no new warnings
• I have added tests that prove my fix is effective or that my feature works
• New and existing unit tests pass locally with my changes
• Any dependent changes have been merged and published

Additional Notes

CHANGELOG.md updated with full audit summary. The audit identified label capitalization as the most widespread category — a lint rule for Title Case labels would prevent recurrence.

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Project	Deployment	Actions	Updated (UTC)
hotcrm-demo	Ready	Preview, Comment	Apr 14, 2026 11:32am

1 Skipped Deployment

Project	Deployment	Actions	Updated (UTC)
hotcrm	Ignored		Apr 14, 2026 11:32am

[Copilot]

Pull request overview

Repository-wide ObjectStack schema compliance audit that aligns object metadata across business packages with spec requirements (semantic field types, snake_case tokens, consistent select defaults, and standardized labeling).

Changes:

• Corrected field types to semantic equivalents (e.g., text → date/datetime/email/phone/url, number → currency) and updated spec-compliance tests accordingly.
• Standardized select defaultValue casing to match lowercase option values where required.
• Normalized naming/casing in metadata (Title Case labels; select option token snake_case updates in marketing email templates) and documented the audit in CHANGELOG.md.

Reviewed changes

Copilot reviewed 51 out of 51 changed files in this pull request and generated 2 comments.

Show a summary per file

File	Description
packages/support/src/web_to_case.object.ts	Title Case label standardization for support object fields.
packages/support/src/social_media_case.object.ts	Title Case labels for configuration and platform fields.
packages/support/src/sla_template.object.ts	Title Case label normalization.
packages/support/src/sla_policy.object.ts	Title Case label normalization across multiple SLA policy fields.
packages/support/src/sla_milestone.object.ts	Title Case label normalization for milestone name/description/status.
packages/support/src/skill.object.ts	Title Case label normalization (including certification fields).
packages/support/src/routing_rule.object.ts	Title Case label normalization for rule fields.
packages/support/src/queue_member.object.ts	Title Case label normalization for status/notes/schedule fields.
packages/support/src/queue.object.ts	Title Case label normalization for queue fields.
packages/support/src/portal_user.object.ts	Title Case label normalization for user profile/notification fields.
packages/support/src/knowledge_article.object.ts	Title Case label normalization across article and AI-assisted fields.
packages/support/src/holiday_calendar.object.ts	Title Case label normalization for calendar/country/year/region fields.
packages/support/src/holiday.object.ts	Title Case label normalization for holiday fields.
packages/support/src/forum_topic.object.ts	Title Case label normalization for forum topic fields.
packages/support/src/forum_post.object.ts	Title Case label normalization for post content field.
packages/support/src/escalation_rule.object.ts	Title Case label normalization for escalation rule fields.
packages/support/src/email_to_case.object.ts	Title Case label normalization for configuration and username fields.
packages/support/src/case.object.ts	Title Case label normalization for core case fields.
packages/support/src/business_hours.object.ts	Title Case label normalization for business hours fields.
packages/support/src/agent_skill.object.ts	Title Case label normalization for notes field.
packages/products/src/quote_line_item.object.ts	Title Case label normalization for quote line item fields.
packages/products/src/quote.object.ts	Title Case label normalization for quote fields including approval status.
packages/products/src/product_bundle.object.ts	Title Case label normalization for bundle fields.
packages/products/src/pricebook.object.ts	Lowercased currency defaults to match lowercase currency tokens.
packages/products/src/price_rule.object.ts	Title Case label normalization in pricing rule metadata.
packages/products/src/discount_schedule.object.ts	Title Case label normalization for schedule fields and criteria labels.
packages/products/src/approval_request.object.ts	Title Case label normalization for approval request fields.
packages/marketing/src/email_template.object.ts	Snake_case option token updates for A/B test “winning metric” selector.
packages/marketing/src/campaign_member.object.ts	Title Case label normalization for notes field.
packages/marketing/src/campaign.object.ts	Lowercased campaign status default to match option values.
packages/healthcare/src/referral.object.ts	Corrected referral date field type (text → date).
packages/healthcare/src/prescription.object.ts	Corrected prescription start/end dates (text → date).
packages/healthcare/src/patient.object.ts	Corrected DOB/email/phone field types to semantic types.
packages/healthcare/src/insurance.object.ts	Corrected coverage dates and monetary amounts to date/currency.
packages/healthcare/src/hipaa_audit.object.ts	Corrected timestamp type (text → datetime).
packages/healthcare/src/care_plan.object.ts	Corrected care plan dates (text → date).
packages/healthcare/src/appointment.object.ts	Corrected scheduled datetime and telehealth link (text → datetime/url).
packages/healthcare/tests/unit/objects/spec-compliance.test.ts	Updated assertions for corrected healthcare field types.
packages/financial-services/src/transaction_record.object.ts	Corrected transaction amount/date to currency/date.
packages/financial-services/src/kyc.object.ts	Corrected verified/expiry dates (text → date).
packages/financial-services/tests/unit/objects/spec-compliance.test.ts	Updated assertions for corrected financial-services field types.
packages/finance/src/payment.object.ts	Lowercased payment status default to match option values.
packages/education/src/student.object.ts	Corrected graduation date (text → date).
packages/education/src/scholarship.object.ts	Corrected application deadline (text → date).
packages/education/src/enrollment.object.ts	Corrected enrollment date (text → date).
packages/education/src/campus_event.object.ts	Corrected event date (text → date).
packages/education/src/application_form.object.ts	Corrected email/date fields to semantic types.
packages/education/src/alumni.object.ts	Corrected alumni email (text → email).
packages/education/tests/unit/objects/spec-compliance.test.ts	Updated assertions for corrected education field types.
packages/crm/src/lead.object.ts	Lowercased lead status default to match option values.
CHANGELOG.md	Documented the audit scope and summarized the compliance fixes.

[Copilot]

Changing the stored select option values for a_b_test_winner_metric (e.g., openrate → open_rate) can break existing records that already have the old values saved, causing invalid/unknown select values at runtime. Consider keeping the old values as deprecated aliases in options (same labels) for backward compatibility, or provide a data migration to rewrite existing records to the new snake_case values before removing the old ones.

[Copilot]

In Pricebook, currency option values and default_currency are now lowercase (e.g. usd), but the supported_currencies field description still suggests uppercase codes (e.g., USD,EUR,GBP). To avoid confusion and inconsistent data entry, update the description/example (and/or add validation/normalization) to match the expected casing.