fix: polish rough edges from the 18.2.0 browser pass (#2338 items 5–13)

.changeset/2338-browser-pass-polish.md

@@ -0,0 +1,16 @@
+---
+"hotcrm": patch
+---
+
+**Seven small fixes from the 18.2.0 browser pass: copy that pointed nowhere, a timeline that ran backwards, an attendee list with no names, and refusals that showed API names (#2338, items 5 and 7–13).**
+
+- **Sales Home** no longer shows the *Ask the AI Assistant* card. It told every user to open an assistant panel from the right edge of the page, and an install without the platform's assistant has no such panel.
+- **Deal Timeline** marks each deal on its **Close Date**. It used to draw each deal from the day it was created to its close date, so a deal closed before it was entered read backwards ("10/27/2026 → 9/7/2026").
+- The **Event Attendees** list on a meeting now shows who is attending: the **Contact**, **Lead**, **User** or **External Attendee** column, then type, response and organizer. A column nobody on that meeting fills is left out.
+- Moving a completed task back to an open status clears its **Completed Date**. Before, the date stayed and nobody could clear it by hand, because the field is read-only.
+- The **Reports** sidebar entry **Lead Inflow** is now **Lead Engagement**. Its report has always counted leads by the month they were last contacted, not the month they arrived.
+- **Top Resolving Articles** on the Service dashboard no longer lists a "—" row with 0 for closed cases that no article resolved.
+- When a closed deal, an accepted or expired quote, or an activated contract refuses an edit, the message the user sees names fields and statuses by their labels ("is closed (Closed Won); only its Description and Next Steps can still be edited"). The error code is still `RECORD_LOCKED` (409). For the deal and the quote, the diagnostic `message` that API callers and logs read still carries the API names and the attempted fields; the user sentence rides `userMessage`. The contract's single message changed from "Cannot shrink end_date (…)" to "An activated contract's End Date cannot move earlier (…)".
+- The admin guide lists the twelfth sharing rule, **Forecasts — Sales Manager Edit**.
+
+**FROM → TO.** A tool that matched the contract refusal's old wording should match on the `RECORD_LOCKED` code instead. No data migration is needed; a task reopened before this release keeps its old Completed Date until it is completed and reopened again.

content/docs/analytics/index.mdx

@@ -48,7 +48,7 @@ This means **one dashboard** works for the whole org — what each person sees d
 In the HotCRM app, analytics lives in two groups. **Insights** opens itself when the app loads; **Reports** is collapsed:
 
 - **Insights** — **CRM Overview**, the cross-functional dashboard, and **Forecasts**, the forecast records themselves.
-- **Reports** — every report the app ships, one entry each: **Opportunities by Stage**, **Won Opportunities by Owner**, **Pipeline Coverage**, **Opportunity Funnel by Owner**, **Lead Inflow**, **Accounts by Industry & Type**, **Customer Churn Signals**, **Cases by Status and Priority**, **SLA Performance** and **Cases Opened by Day**. A few entries carry a shorter name than the report's own title; [Reports](/docs/analytics/reports) uses the titles.
+- **Reports** — every report the app ships, one entry each: **Opportunities by Stage**, **Won Opportunities by Owner**, **Pipeline Coverage**, **Opportunity Funnel by Owner**, **Lead Engagement**, **Accounts by Industry & Type**, **Customer Churn Signals**, **Cases by Status and Priority**, **SLA Performance** and **Cases Opened by Day**. A few entries carry a shorter name than the report's own title; [Reports](/docs/analytics/reports) uses the titles.
 
 You see the entry for a report when you can read the records it counts. A service agent, who reads no opportunities, gets the lead, account and case reports; a user who reads no cases does not get the three case reports.
 

content/docs/analytics/index.zh-Hans.mdx

@@ -48,7 +48,7 @@ HotCRM 分析将你的 CRM 活动转化为**决策**。三个层次协同工作
 在 HotCRM 应用里，分析内容分在两个分组下。**Insights** 在应用加载时自动展开，**Reports** 是折叠的：
 
 - **Insights** —— 跨职能的那块仪表盘 **CRM Overview**，以及预测记录本身 **Forecasts**。
-- **Reports** —— 应用自带的每一张报表，各占一个条目：**Opportunities by Stage**、**Won Opportunities by Owner**、**Pipeline Coverage**、**Opportunity Funnel by Owner**、**Lead Inflow**、**Accounts by Industry & Type**、**Customer Churn Signals**、**Cases by Status and Priority**、**SLA Performance**、**Cases Opened by Day**。有几个条目的名字比报表自身的标题短；[报表](/zh-Hans/docs/analytics/reports) 一页用的是标题。
+- **Reports** —— 应用自带的每一张报表，各占一个条目：**Opportunities by Stage**、**Won Opportunities by Owner**、**Pipeline Coverage**、**Opportunity Funnel by Owner**、**Lead Engagement**、**Accounts by Industry & Type**、**Customer Churn Signals**、**Cases by Status and Priority**、**SLA Performance**、**Cases Opened by Day**。有几个条目的名字比报表自身的标题短；[报表](/zh-Hans/docs/analytics/reports) 一页用的是标题。
 
 能读取一张报表统计的记录，才看得到它的条目。服务坐席读不了商机，看到的是线索、客户与工单报表；读不了工单的人看不到那三张工单报表。
 

content/docs/analytics/index.zh-Hant.mdx

@@ -50,7 +50,7 @@ HotCRM 分析將你的 CRM 活動轉化為**決策**。三個層次協同運作
 在 HotCRM 應用裡，分析內容分在兩個群組下。**Insights** 在應用載入時自動展開，**Reports** 是摺疊的：
 
 - **Insights** —— 跨職能的那塊儀表板 **CRM Overview**，以及預測記錄本身 **Forecasts**。
-- **Reports** —— 應用自帶的每一張報表，各佔一個條目：**Opportunities by Stage**、**Won Opportunities by Owner**、**Pipeline Coverage**、**Opportunity Funnel by Owner**、**Lead Inflow**、**Accounts by Industry & Type**、**Customer Churn Signals**、**Cases by Status and Priority**、**SLA Performance**、**Cases Opened by Day**。有幾個條目的名字比報表自身的標題短；[報表](/zh-Hant/docs/analytics/reports) 一頁用的是標題。
+- **Reports** —— 應用自帶的每一張報表，各佔一個條目：**Opportunities by Stage**、**Won Opportunities by Owner**、**Pipeline Coverage**、**Opportunity Funnel by Owner**、**Lead Engagement**、**Accounts by Industry & Type**、**Customer Churn Signals**、**Cases by Status and Priority**、**SLA Performance**、**Cases Opened by Day**。有幾個條目的名字比報表自身的標題短；[報表](/zh-Hant/docs/analytics/reports) 一頁用的是標題。
 
 能讀取一張報表統計的記錄，才看得到它的條目。服務專員讀不了商機，看到的是線索、客戶與工單報表；讀不了工單的人看不到那三張工單報表。
 

content/docs/analytics/reports.mdx

@@ -11,7 +11,7 @@ Reports are filterable, exportable lists with grouping and summary totals. Where
 
 Every report below has an entry in the sidebar's **Reports** group. The group is collapsed when the app loads, so click it open first; ⌘K also finds a report by its sidebar name. You only get an entry for a report whose records you can read: a service agent, who reads no opportunities, has no entry for the four opportunity reports, and a user who reads no cases has none for the three case reports.
 
-Some sidebar names are shorter than the report titles this page uses: **Pipeline Coverage** opens **Pipeline Coverage by Forecast × Quarter**, **Opportunity Funnel by Owner** opens **Opportunity Funnel by Owner → Stage**, **Lead Inflow** opens **Lead Engagement by Month × Source**, **Accounts by Industry & Type** opens **Accounts by Industry and Type**, **SLA Performance** opens **SLA Performance Report**, and **Cases Opened by Day** opens **Cases Opened by Priority × Day**.
+Some sidebar names are shorter than the report titles this page uses: **Pipeline Coverage** opens **Pipeline Coverage by Forecast × Quarter**, **Opportunity Funnel by Owner** opens **Opportunity Funnel by Owner → Stage**, **Lead Engagement** opens **Lead Engagement by Month × Source**, **Accounts by Industry & Type** opens **Accounts by Industry and Type**, **SLA Performance** opens **SLA Performance Report**, and **Cases Opened by Day** opens **Cases Opened by Priority × Day**.
 
 ## Standard reports
 

content/docs/analytics/reports.zh-Hans.mdx

@@ -11,7 +11,7 @@ description: 标准报表库——HotCRM 就商机、线索、工单与客户发
 
 下面每一份报表在侧边栏的 **Reports** 分组里都有一个条目。这个分组在应用加载时是折叠的，先把它点开；⌘K 也能按侧边栏上的名字找到一份报表。只有你能读取其记录的报表才会出现条目：服务坐席读不了商机，看不到那四张商机报表的条目；读不了工单的人看不到那三张工单报表的条目。
 
-有几个侧边栏名字比本页用的报表标题短：**Pipeline Coverage** 打开 **Pipeline Coverage by Forecast × Quarter**，**Opportunity Funnel by Owner** 打开 **Opportunity Funnel by Owner → Stage**，**Lead Inflow** 打开 **Lead Engagement by Month × Source**，**Accounts by Industry & Type** 打开 **Accounts by Industry and Type**，**SLA Performance** 打开 **SLA Performance Report**，**Cases Opened by Day** 打开 **Cases Opened by Priority × Day**。
+有几个侧边栏名字比本页用的报表标题短：**Pipeline Coverage** 打开 **Pipeline Coverage by Forecast × Quarter**，**Opportunity Funnel by Owner** 打开 **Opportunity Funnel by Owner → Stage**，**Lead Engagement** 打开 **Lead Engagement by Month × Source**，**Accounts by Industry & Type** 打开 **Accounts by Industry and Type**，**SLA Performance** 打开 **SLA Performance Report**，**Cases Opened by Day** 打开 **Cases Opened by Priority × Day**。
 
 ## 标准报表
 

content/docs/analytics/reports.zh-Hant.mdx

@@ -13,7 +13,7 @@ description: 標準報表庫——HotCRM 就商機、潛在客戶、工單與客
 
 下面每一份報表在側邊欄的 **Reports** 群組裡都有一個條目。這個群組在應用載入時是摺疊的，先把它點開；⌘K 也能按側邊欄上的名字找到一份報表。只有你能讀取其記錄的報表才會出現條目：服務專員讀不了商機，看不到那四張商機報表的條目；讀不了工單的人看不到那三張工單報表的條目。
 
-有幾個側邊欄名字比本頁用的報表標題短：**Pipeline Coverage** 打開 **Pipeline Coverage by Forecast × Quarter**，**Opportunity Funnel by Owner** 打開 **Opportunity Funnel by Owner → Stage**，**Lead Inflow** 打開 **Lead Engagement by Month × Source**，**Accounts by Industry & Type** 打開 **Accounts by Industry and Type**，**SLA Performance** 打開 **SLA Performance Report**，**Cases Opened by Day** 打開 **Cases Opened by Priority × Day**。
+有幾個側邊欄名字比本頁用的報表標題短：**Pipeline Coverage** 打開 **Pipeline Coverage by Forecast × Quarter**，**Opportunity Funnel by Owner** 打開 **Opportunity Funnel by Owner → Stage**，**Lead Engagement** 打開 **Lead Engagement by Month × Source**，**Accounts by Industry & Type** 打開 **Accounts by Industry and Type**，**SLA Performance** 打開 **SLA Performance Report**，**Cases Opened by Day** 打開 **Cases Opened by Priority × Day**。
 
 ## 標準報表
 

content/docs/getting-started/quick-tour.mdx

@@ -56,7 +56,7 @@ Inside HotCRM, the left nav opens with two pinned items — **Home**, which is t
 | **Activity** | Events, Sales Activity |
 | **Marketing** | Campaigns |
 | **Insights** | CRM Overview, Forecasts |
-| **Reports** | Opportunities by Stage, Won Opportunities by Owner, Pipeline Coverage, Opportunity Funnel by Owner, Lead Inflow, Accounts by Industry & Type, Customer Churn Signals, Cases by Status and Priority, SLA Performance, Cases Opened by Day |
+| **Reports** | Opportunities by Stage, Won Opportunities by Owner, Pipeline Coverage, Opportunity Funnel by Owner, Lead Engagement, Accounts by Industry & Type, Customer Churn Signals, Cases by Status and Priority, SLA Performance, Cases Opened by Day |
 
 **Reports** is collapsed when the app loads — **Service**, **Sales**, **My Work**, **Activity**, **Marketing** and **Insights** open themselves. Click it open before deciding a report isn't there.
 

content/docs/getting-started/quick-tour.zh-Hans.mdx

@@ -58,7 +58,7 @@ description: HotCRM 的 5 分钟演练 —— 主页、你的第一条线索、
 | **Activity** | Events、Sales Activity |
 | **Marketing** | Campaigns |
 | **Insights** | CRM Overview、Forecasts |
-| **Reports** | Opportunities by Stage、Won Opportunities by Owner、Pipeline Coverage、Opportunity Funnel by Owner、Lead Inflow、Accounts by Industry & Type、Customer Churn Signals、Cases by Status and Priority、SLA Performance、Cases Opened by Day |
+| **Reports** | Opportunities by Stage、Won Opportunities by Owner、Pipeline Coverage、Opportunity Funnel by Owner、Lead Engagement、Accounts by Industry & Type、Customer Churn Signals、Cases by Status and Priority、SLA Performance、Cases Opened by Day |
 
 上表用的是源码里的英文 label，也就是英文界面上看到的名字。简体中文界面下，它们显示为语言包里的译名——例如 **Inbox** 显示为「待我审批」、**Knowledge** 显示为「知识库」、**My Work** 显示为「我的工作」。
 

content/docs/getting-started/quick-tour.zh-Hant.mdx

@@ -58,7 +58,7 @@ description: HotCRM 的 5 分鐘演練 —— 主頁、你的第一條線索、
 | **Activity** | Events、Sales Activity |
 | **Marketing** | Campaigns |
 | **Insights** | CRM Overview、Forecasts |
-| **Reports** | Opportunities by Stage、Won Opportunities by Owner、Pipeline Coverage、Opportunity Funnel by Owner、Lead Inflow、Accounts by Industry & Type、Customer Churn Signals、Cases by Status and Priority、SLA Performance、Cases Opened by Day |
+| **Reports** | Opportunities by Stage、Won Opportunities by Owner、Pipeline Coverage、Opportunity Funnel by Owner、Lead Engagement、Accounts by Industry & Type、Customer Churn Signals、Cases by Status and Priority、SLA Performance、Cases Opened by Day |
 
 上表用的是原始碼裡的英文 label，也就是英文介面上看到的名字。本應用提供 en / zh-CN / ja-JP / es-ES 四種介面語言，沒有繁體語言包——簡體中文介面下這些名字會顯示為語言包裡的譯名，例如 **Inbox** 顯示為「待我审批」、**Knowledge** 顯示為「知识库」、**My Work** 顯示為「我的工作」。
 

content/docs/marketing/index.mdx

@@ -66,7 +66,7 @@ Every opportunity has a *Campaign* lookup field. Whenever sales closes a deal th
 
 ## Standard reports
 
-- **Lead Inflow (by Month × Source)** — where are the leads coming from?
+- **Lead Engagement (by Month × Source)** — which channels' leads is the team working, month by month? It counts each lead in the month it was last contacted, not the month it arrived.
 - **Campaign ROI** *(via campaign list views)* — actual revenue vs. actual cost per campaign.
 
 See [Analytics › Reports](/docs/analytics/reports).

content/docs/marketing/index.zh-Hans.mdx

@@ -66,7 +66,7 @@ Marketing 模块让你能够**规划营销活动、加入合适的线索和联
 
 ## 标准报表
 
-- **Lead Inflow (by Month × Source)** — 线索来自哪里？
+- **Lead Engagement (by Month × Source)** — 各渠道的线索每月跟进了多少？它把每条线索计在最近一次联系的月份，而不是线索进来的月份。
 - **Campaign ROI** *(通过营销活动列表视图)* — 每个营销活动的实际收入对比实际成本。
 
 请参阅 [分析 › 报表](/zh-Hans/docs/analytics/reports)。

content/docs/marketing/index.zh-Hant.mdx

@@ -68,7 +68,7 @@ Marketing 模組讓你能夠**規劃行銷活動、加入合適的潛在客戶
 
 ## 標準報表
 
-- **Lead Inflow (by Month × Source)** — 潛在客戶來自哪裡？
+- **Lead Engagement (by Month × Source)** — 各渠道的潛在客戶每月跟進了多少？它把每位潛在客戶計在最近一次聯絡的月份，而不是進來的月份。
 - **Campaign ROI** *(透過行銷活動清單檢視)* — 每個行銷活動的實際收入對比實際成本。
 
 請參閱 [分析 › 報表](/zh-Hant/docs/analytics/reports)。

content/docs/sales/opportunities.mdx

@@ -153,7 +153,7 @@ Opportunities opens on **Open Deals**, and the switcher along the top of the lis
 | **Sales Pipeline** | The kanban board — one column per stage, open deals only, drag a card to move the deal. It has no sidebar entry of its own: this tab is the way in. |
 | **All Opportunities** | The unfiltered book *including* closed business, latest close date first. Where win/loss reviews and audits start. |
 | **Forecast Calendar** | Every deal placed on a month calendar by its close date, coloured by stage. |
-| **Deal Timeline** | One bar per deal, from the day it was created to its close date, grouped by owner on a month scale. |
+| **Deal Timeline** | One entry per deal, on its close date, grouped by owner on a month scale. |
 | **Deal Cards** | Gallery cards — account, amount, stage, probability, close date, owner — for pipeline and executive reviews. |
 | **⚠️ Stale Opportunities · Longest in Stage First** | Open deals ordered by how long they have sat in their current stage, longest first. Nothing is cut off by age — **Days in Current Stage** is a column, so you read the wait off the row. The daily [Stalled Deal Alert](/docs/administration/automation) is what acts on it, nudging the owner once a deal passes 14 days in one stage. |
 | **Closing This Quarter** | Open **Commit** and **Best Case** deals whose close date falls inside the current quarter — see below. |

content/docs/sales/opportunities.zh-Hans.mdx

@@ -153,7 +153,7 @@ description: 活跃的销售交易——销售管道的核心，包含 7 个阶
 | **销售流水线** | 看板视图——每个阶段一列，只含进行中的交易，拖动卡片即可推进阶段。它在侧边栏里没有自己的条目，这个标签页就是入口。 |
 | **全部商机** | 不过滤的完整台账，*含*已结束的交易，按预计成交日期由远及近排列。赢单/丢单复盘和审计从这里开始。 |
 | **预测日历** | 所有交易按预计成交日期落在月历上，按阶段着色。 |
-| **商机时间线** | 每笔交易一根横条，从创建当天延伸到预计成交日期，按负责人分组、以月为刻度。 |
+| **商机时间线** | 每笔交易一个条目，落在它的预计成交日期上，按负责人分组、以月为刻度。 |
 | **商机卡片** | 卡片墙——客户、金额、阶段、赢单概率、预计成交日期、负责人——用于流水线评审和管理层过会。 |
 | **⚠️ 停滞商机 · 按阶段停留时间排序** | 进行中的交易按在当前阶段停留的时间排序，停得最久的排在最上面。这里不按停留天数做截断——**当前阶段停留天数**是一列，等了多久直接在行上读。真正据此行动的是每日的[停滞商机提醒](/zh-Hans/docs/administration/automation)：一笔交易在同一阶段停满 14 天，就会提醒负责人。 |
 | **本季度待成交商机** | 处于**承诺（Commit）**或**最佳情况（Best Case）**、且预计成交日期落在当前季度内的进行中交易——见下文。 |