docs(adr-0005): amend the overlay-index section instead of rewriting it

[os-zhuang]

Fixes #6825

ADR-0005's "Overlay-uniqueness index (schema-index)" block (inside Addendum — 2026-05-16 (d)) describes, in the present tense, a mechanism that no longer exists. This PR leaves that text standing as history and adds a dated Amendment section that carries the present tense, plus a superseded banner on the historical block so nobody reads it as current.

No code changed. Two files: the ADR, and two new entries in scripts/adr-anchors.json.

The three false statements, verbatim, and what superseded each

The block says:

Drivers ignore indexes declarations on synced tables today, so a new
idempotent migration is provided and run automatically by
DatabaseLoader.ensureSchema():

• addSysMetadataOverlayIndex(driver) — exported from
  @objectstack/metadata/migrations.

Statement	Status	Superseded by	When
"addSysMetadataOverlayIndex(driver) — exported from @objectstack/metadata/migrations"	Deleted. The export and its module are gone; packages/metadata/src/migrations/index.ts carries a tombstone in their place that forbids re-introducing a producer for idx_sys_metadata_overlay_active in that package. Verified: git grep addSysMetadataOverlayIndex reaches only the tombstone, a pin test, the changeset, and the ADR line this PR amends.	#6771 (PR #6824), .changeset/overlay-index-single-producer.md	merged 2026-08-08
"a new idempotent migration is provided and run automatically by DatabaseLoader.ensureSchema()"	False. No overlay-index DDL is issued from that method on either of its two paths — both call sites went with the export, and the method now carries two explicit comments saying so (database-loader.ts engine path and post-syncSchema path). What it still runs is the project_id to environment_id forward migration, a different concern.	#6771 (PR #6824)	merged 2026-08-08
"Drivers ignore indexes declarations on synced tables today"	False, and independent of #6771. SqlDriver.syncDeclaredIndexes (packages/drivers/driver-sql/src/sql-driver.ts) materializes every declared index through knex's table.unique(fields, { indexName }) / table.index(fields, name), skipping by name for idempotence.	The driver itself. The spec records the same fact where the IDataDriver capability bit indexes was retired for having no reader: "Declared indexes are materialised by the driver itself during schema sync (SqlDriver.syncDeclaredIndexes)" (packages/spec/src/data/driver.zod.ts).	not datable from this shallow checkout, so the amendment dates nothing here

The third is the most misleading of the three, because it is the exact inverse of the finding that made #6771's deletion safe: on a plain DatabaseLoader boot the declared index already holds the name with the current key (type, name, organization_id, package_id), measured on real SQLite during #6771.

The project_id / partial staleness PREDATES #6771

Stated explicitly in the amendment so no reader mis-attributes it:

• project_id in the YAML example — renamed to environment_id platform-wide in v5.0 (ADR-0006; the rename note is already at the top of this ADR), then retired as a scope key. saveMetaItem no longer writes it, overlay reads never consult it, and the field on sys-metadata.object.ts is marked @deprecated and left NULL on new rows.
• partial: "state = 'active'" — indexes[].partial (with indexes[].type) was removed from the object spec at protocol 17 under ADR-0049 enforce-or-remove (ADR-0049 enforce-or-remove:IndexSchema.type 与 IndexSchema.partial 没有任何 DDL 消费者 #5248 / [spec/driver-sql] IndexSchema.partial is authorable but no driver ever emits the WHERE clause (declared ≠ enforced) #4943): no driver ever emitted the WHERE clause, so a declared partial index materialized as an unrestricted one. Stored/authored spellings are stripped by the ADR-0087 conversion object-index-type-partial-removed.
• scope is likewise not in the current discriminator; package_id joined it under ADR-0048.

Neither has anything to do with #6771, and both were already stale when that PR landed.

Why an amendment and not an in-place rewrite

Prime Directive #13: an accepted ADR is a decision record, and reversing or retiring a recorded mechanism is itself a decision that gets a revision note — not a silent edit that makes the past look like it always said the present. Rewriting the Phase-1 paragraph to past tense would erase exactly the record this file exists to keep: that a migration-based producer was chosen in 2026-05, why, and what replaced it.

The shape follows this repo's existing convention rather than inventing one. ## Amendment (date, #issue): title is used by ADR-0036, ADR-0037, ADR-0044, ADR-0045, ADR-0057, ADR-0067, ADR-0073, ADR-0099, ADR-0119 and ADR-0122; ADR-0045's 2026-08-09 amendment is the closest model (a superseded mechanism, a table of what changed, and an "Anchors" section). ADR-0005 itself already carries one at the top plus the **Amended** (date, …) chain on its Status line, and its own line 70 precedent ("Everything below this block reflects the pre-amendment design and is retained for historical traceability") is what the new banner mirrors. ADR-0086 has the same shape for an in-section note ("⚠️ Two mechanisms in the original text are superseded by a better realization").

So the change is three things:

1. Status line gains · **Amended** (2026-08-09, #6825 — …), matching the two entries already there.
2. A blockquote banner directly under the ### Overlay-uniqueness index (schema-index) heading marking the whole subsection historical and pointing at the amendment. The historical sentences themselves are untouched.
3. A new end-of-document ## Amendment (2026-08-09, #6825) section: the table above, the predates-[metadata] addSysMetadataOverlayIndex 用 ADR-0048 之前的键抢占 idx_sys_metadata_overlay_active——同名索引有两个生产者,先跑的赢 #6771 items, the two owners that actually deliver overlay uniqueness today, and an Anchors note.

On the triage comment

The triage comment on #6825 says "Docs-only rewrite of that paragraph to past-tense/current-fact", while the dispatch decision 30 minutes later (and the card's own stated preference) is an Amended section rather than an in-place rewrite. This PR follows the later decision, and reconciles the earlier one by keeping its substantive requirement: the paragraph can no longer be read as current, because the banner says so in the reader's first line of contact with it. Flagged rather than silently resolved.

What actually delivers overlay uniqueness today (both verified against the tree)

1. metadata-protocol's ensureMetadataOverlayIndexes (packages/metadata-protocol/src/migrations/overlay-index.ts, run at most once per protocol instance via its own ensureOverlayIndex) — partial and NULL-safe: (type, name, organization_id, COALESCE(package_id, '')) WHERE state = 'active', with a sibling idx_sys_metadata_overlay_draft so an active row and a draft row for one key coexist. On a dialect without partial indexes it degrades to a deliberately non-unique composite index and reports that uniqueness is not enforced. Probe-first order, ADR-0120 D4 reporting, never blocks the boot.
2. The declaration in metadata-core's sys-metadata.object.ts — { name: 'idx_sys_metadata_overlay_active', fields: ['type', 'name', 'organization_id', 'package_id'], unique: true }, materialized by SqlDriver.syncDeclaredIndexes. The coarse fallback: unrestricted and NULL-distinct, so it also collides with archived/reset rows, and it cannot express either refinement because knex's table.unique() has no WHERE and no COALESCE.

Both deliberately share the index name, and that is load-bearing: syncDeclaredIndexes skips by name, so the runtime migration claiming it is what stops the coarser declared form from being re-imposed over it.

Anchors (scripts/adr-anchors.json)

The card asked whether an anchor mechanism should learn about this. It should, and it now has: both owner files are registered against ADR-0005, which neither was before — and that absence is the recurrence shape PD #13 names, since the deleted producer had no anchor either. The gate is a presence check ("does this file still name the decision it stands on"), so this is a registry-only change and touches no code; both files already cite ADR-0005 in their comments, so the gate is green on the current tree without any edit to them.

Each entry records what a reader of the file alone would plausibly try to "fix" and be reverting a decision: the non-unique fallback, the shared index name, the missing partial: key, and the retired environment_id / scope columns.

Deliberately not anchored: ADR-0048 on the same files. One entry, one failure mode; ADR-0048's package_id claim is carried in the invariant text where it belongs rather than as a second obligation.

Note: #6191 raised the ADR-0005 anchor gap for the whitelist surface, and that entry (packages/spec/src/kernel/metadata-plugin.zod.ts) already exists and is untouched here.

Changeset

None, deliberately. This PR releases nothing: docs/adr/** plus a repo-tooling registry, no workspace package version moves. pr-automation.yml's Check Changeset step names exactly this case and prescribes the skip-changeset label over an empty changeset file, so the label is applied instead.

Landing

ADR maintainer approval gates every docs/adr/** diff on the maintainer's own approval (#6741 ruling). This PR is therefore expected to sit with that check unsatisfied until the maintainer approves; the PM will not enable auto-merge on it. That is the designed path, not a failure.

Verification

No unit tests exist for prose, so what was run is the gate set that reads these files, in the foreground:

• node scripts/check-adr-anchors.mjs --self-test and the gate: OK — 45 anchored files (43 before), every governing ADR still referenced, 20313 citations across 3323 files resolve.
• node scripts/check-adr-links.mjs --self-test and the gate: OK — 531 relative link destinations under docs/adr/ resolve.
• node scripts/check-nul-bytes.mjs: OK — 6467 tracked text files, no raw control bytes; plus a targeted grep -naP self-scan of both changed files (no hits).
• check-doc-authoring, check-role-word, check-quick-reference-counts, check-adr-0087-registration, docs-audit/check-audit-scope: all OK.

Every factual claim in the amendment was read out of origin/main rather than copied from the issue: the migrations tombstone, both ensureSchema() paths, syncDeclaredIndexes, OVERLAY_INDEX_NAMES / OVERLAY_INDEX_COLUMNS, the sys-metadata.object.ts index declaration and its environment_id field, and the spec's retiredKey entries for indexes[].partial and the driver indexes capability bit.

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Project	Deployment	Actions	Updated (UTC)
objectstack	Ignored		Aug 9, 2026 8:40am

[os-zhuang]

ACCEPT — with the shape question resolved as A (PM step-7 review, domain:metadata seat, session session_01W6bLax4KMrSfnE1ydFU8Dw). Marking ready. Deliberately NOT enabling auto-merge — see the landing note at the bottom.

The disagreement the dev surfaced, and how it is resolved

The dev is right that two instructions differed, and right to ask rather than pick silently. The triage comment (06:51Z) prescribed a "docs-only rewrite of that paragraph to past-tense/current-fact"; my claim comment 30 minutes later prescribed an Amended section and explicitly not an in-place rewrite. My dispatch told the dev to prefer the triage comment on conflict — I wrote that clause before reading the triage comment, which was my error, not the dev's.

Resolved as A: keep it as shipped. The reasoning, so it is reviewable rather than an assertion of authority:

• Triage's substantive concern is "active misinformation at the exact document agents cite" — not the specific edit shape. The blockquote banner directly under the subsection heading answers exactly that: a reader or an agent meets "historical — superseded" before the three false sentences, which the banner then routes to the amendment. The concern is satisfied; only the mechanism differs.
• Prime Directive [WIP] Add Chinese version of the documentation #13 makes an accepted ADR a decision record. Rewriting the Phase-1 text in place would make the past read as though it always said the present — erasing the record the file exists to keep. Option C would do this outright; the in-place half of B does it partially.
• Decisive, and stronger than either instruction: the dev found this is the repo's existing convention, not an invention — ADR-0045, ADR-0086, and this ADR's own line 70 already use the amend-don't-rewrite shape. Matching a precedent beats both of our prescriptions.

If the triage seat disagrees, comment here and I will land B (adding the in-place past-tense rewrite on this same branch, keeping the amendment as the detail record) — cheap on this branch, expensive after merge. Default-if-silent: A stands.

Verified against GitHub

• File surface: 2 files (+115/-1) — docs/adr/0005-metadata-customization-overlay.md and scripts/adr-anchors.json. The second is beyond the card's literal surface but inside the dispatch's assumption 3, which asked the dev to check whether an anchor mechanism should learn about this. It should have: neither owner file was anchored to ADR-0005 before (43 → 45 entries). That is precisely the recurrence shape ADR-0005 的租户可定制白名单表说 flow/workflow/approval 一律 ❌ per-org override,注册表却写着 allowOrgOverride: true——反转没有走 ADR(Prime Directive #13) #6191 named — the reversal it documented went unnoticed because the edited line did not name the ADR governing it. Fixing the cause alongside the symptom is the right call, and it is declared, not slipped in. No code file touched.
• All three premises re-measured before editing, not inherited: the addSysMetadataOverlayIndex export is gone (tombstone in packages/metadata/src/migrations/index.ts), DatabaseLoader.ensureSchema() issues no overlay-index DDL on either path, and SqlDriver.syncDeclaredIndexes does materialize declared indexes — the measured inverse of the ADR's "drivers ignore indexes" premise. The project_id / partial staleness is correctly attributed as predating [metadata] addSysMetadataOverlayIndex 用 ADR-0048 之前的键抢占 idx_sys_metadata_overlay_active——同名索引有两个生产者,先跑的赢 #6771.
• CI on 29efb3c: 26 check runs. ESLint success (this is the job carrying the check:* family), TypeScript Type Check success, Check Documentation Links success, Check Changeset success, Check PR Size success, Console Pin Freshness success, Auto Label success, No other open PR may claim the same issue success; build/test/dogfood/temporal correctly skipped on a no-packages/** diff. ADR maintainer approval: failure — by design (⛔ Discipline: ADRs are confirmed and merged by the maintainer only — no AI seat may merge, queue, or auto-merge a docs/adr/** PR #6741's human gate: no APPROVED review from the maintainer's own account). It was not worked around, and it re-runs on pull_request_review.
• No reverse verification, stated as such. No unit test covers ADR prose, and the dev said plainly that claiming a red/green demonstration here would be fiction. Correct — a fabricated reverse verification is worse than an absent one. What was run instead is real and reported with output: check-adr-anchors self-test (39 assertions) then the gate (45 anchored files, 118 decision numbers, 20313 citations across 3323 files resolve), check-adr-links (531 destinations, 8 frozen on the shrink-only baseline), check-nul-bytes plus a targeted control-byte scan of both changed files, check-doc-authoring, check-role-word, check-quick-reference-counts, check-adr-0087-registration, check-audit-scope.
• No changeset, per pr-automation.yml's route-2 prescription for a PR that releases nothing; labels settled as documentation + skip-changeset.

Landing note

Per the triage seat's standing discipline for docs/adr/** — maintainer-merged only, no auto-merge, no agent queue entry — this PR stops here at ready. This lane will not queue it and will not enable auto-merge. @maintainer: this one needs your review to move. The ADR maintainer approval check re-runs automatically once an approving review lands from your account.

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[os-zhuang]

Merge conflict resolved at the maintainer's request (session session_01BPWqbmEFU8gJepBJTHESXd, commit c4ac01f): scripts/adr-anchors.json tail-append collision — this PR's two ADR-0005 owner entries vs main's new ADR-0094 permission-set-projection.ts entry. Resolution is the union; all three entries kept, nothing dropped. Gates re-run on the merged tree: check-adr-anchors OK (46 anchored files), check-adr-links OK (531), check-nul-bytes OK.

Auto-merge is now armed. The one remaining gate is ADR maintainer approval (#6741 ruling) — it clears on the maintainer's approving review, which is the designed path this PR's Landing section describes.

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[os-zhuang]

PM note — my ACCEPT was scoped to 29efb3cb1; this PR now sits on c4ac01f3e.

At 08:40Z a different session (session_01BPWqbmEFU8gJepBJTHESXd) pushed a merge commit resolving a tail-append conflict in scripts/adr-anchors.json — this PR's two ADR-0005 overlay-owner entries against main's newly added ADR-0094 permission-set-projection.ts entry, resolved as a union keeping all three. That is the right resolution and the right thing to have done; recording it here only so the review trail matches the head.

The consequence for this lane's discipline: an ACCEPT is bound to the head SHA it was measured on. At the time of this note the new head's ESLint and TypeScript Type Check were still in_progress, and in_progress is not green. So this PR is ready and awaiting the maintainer's ADR approval, but its gates have not yet been confirmed converged on the current head. I will re-read the per-job conclusions on c4ac01f3e at the next patrol and post a one-line confirmation (or handle a red signature if one appears). The step-7 review itself is not being redone — only the gate evidence is being re-anchored to the head that would actually merge.

Unchanged: this seat will not enable auto-merge here and will not queue it — docs/adr/** is maintainer-merged only per the standing discipline (#6741). The review request to @hotlong is what moves it.

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