toga-ai 1.0.780 → 1.0.781

package/knowledge/2.0/apps/dbchanges2/INDEX.md

@@ -4,7 +4,7 @@
 |-----|---------|-------|
 | [Database Changes (dbchanges2) Repository Architecture](architecture.md) | `dbchanges2` is the **schema-migration / SQL change-set repository** for the entire 2.0 platform. | Core/, Client/, Client_<Tenant>/, Logs/, Logs_Client/, _modules/ |
 | [Re-runnable additive migrations (uuid4 in SQL, INSERT guards, the DISTINCT trap, conditional ALTERs)](features/rerunnable-additive-inserts.md) | Most `dbchanges2` files are **additive data grants** run by hand against production, often more than once (once per environment, or twice because someone was no | dbchanges2/Client_Compass/2026-08-26a - CompassCreativeStudioPersona.sql, dbchanges2/Core/2026-08-27a - Insert - Netsuite Location SyncAll CronJob.sql, dbchanges2/Client/2026-09-01a - PurchaseOrderItemQtyFieldsApiRoleRead.sql |
-| [Surface Layer Schema (UI presentation/config tables)](features/surface-layer-schema.md) | The persistent schema for the platform-wide **Surface** UI presentation/configuration layer (see the `_underscore` [surface-resolver](../../_underscore/features | dbchanges2/Core/2026-09-02a - TalosAssistantSurfaceSeed.sql, dbchanges2/Client_Nychh/2026-09-02a - TalosAssistantEnable.sql, dbchanges2/Core/2026-08-31a - SalesOrderDenialDetailsSurfaceSeed.sql, dbchanges2/Client_Compass/2026-08-31a - SalesOrderDenialDetailsReadOnlyRules.sql, toga25-supply/db-migrations/PLAYBOOK.md, toga25-supply/db-migrations/SURFACE-FEATURE-RUNBOOK.md, dbchanges2/Client_Compass/, dbchanges2/Client_CompassCanada/, dbchanges2/Client_Quad/, dbchanges2/Core/2026-08-28b - TransferOrderListActionsSurfaceSeed.sql, dbchanges2/Core/2026-08-24b - SalesOrderStatusFilterSurfaceSeed.sql, dbchanges2/Client_Compass/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Client_CompassCanada/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Client_Quad/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Client_Nychh/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Core/2026-08-21 - SalesOrderDecisionSurfacesReseed.sql, dbchanges2/Core/2026-08-24 - RestoreApproveDenyRowActionsVisibility.sql, dbchanges2/Client_Quad/2026-08-24 - ProdPortApprovePoNumberEnabledRule.sql, dbchanges2/Client_Quad/2026-07-21b - ApproveDisabledTooltipPoNumber.sql, dbchanges2/Client_Quad/2026-08-21 - SalesOrderDecisionSummaryOverride.sql, dbchanges2/Client_Compass/2026-08-24 - ProdPortApprovalsGateAndApproveStepTwoRule.sql, dbchanges2/Client_CompassCanada/2026-08-24 - ProdPortApprovalsGateAndApproveStepTwoRule.sql, dbchanges2/Client_Nychh/2026-08-24 - FixInventoryGroupingsUnitsTopologyOverrideIds.sql, dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client_Compass/2026-06-25d - SalesOrderSurfaceClientSeed.sql, _underscore/Model/Client/ThemeToken.php, toga25-supply/src/themeConfig.json, dbchanges2/Core/2026-06-25a - SurfaceCoreTables.sql, dbchanges2/Core/2026-06-25b - SurfaceRecordsAndFields.sql, dbchanges2/Core/2026-06-25c - SalesOrderLoginSurfaceSeed.sql, dbchanges2/Core/2026-06-29a - ItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29b - SurfaceMetaPublicReadAcl.sql, dbchanges2/Client/2026-06-29c - SurfaceRecordScriptAcl.sql, dbchanges2/Core/2026-06-29c - SurfaceDebugPhpMethodFix.sql, dbchanges2/Core/2026-06-29d - VendorItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29e - InventorySurfaceSeed.sql, dbchanges2/Core/2026-06-30a - SurfaceMetaGroupAndSalesOrderSections.sql, dbchanges2/Client/2026-06-30a - SurfaceMetaGroupAcl.sql, dbchanges2/Client_Compass/2026-06-30a - SalesOrderDisplaySectionManagerOverrides.sql, dbchanges2/Client_CompassCanada/2026-06-30a - SalesOrderSurfaceManagerOverrides.sql, dbchanges2/Client_Quad/2026-06-30a - SalesOrderSurfaceClientOverrides.sql, dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client/2026-06-25b - SurfaceClientSeed.sql, dbchanges2/Client/2026-06-25c - SurfaceClientAcl.sql, dbchanges2/Client/2026-06-03- BLANK_CLIENT_DATABASE.sql, dbchanges2/Core/2026-07-17h - Update - ClearApprovalsFilterButtonConfig.sql, dbchanges2/Client_Compass/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Compass/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_Quad/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Quad/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Core/2026-07-20a - Update - HideAdminNotesSectionByDefault.sql, dbchanges2/Core/2026-07-20b - Update - NotesSectionFieldElements.sql, dbchanges2/Client_Compass/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_Compass/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_Quad/2026-07-20a - NotesSectionFieldsOverride.sql, dbchanges2/Core/2026-07-20c - Update - VendorItemsToggleSurfaceSeed.sql, dbchanges2/Client_Compass/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_Compass/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Core/2026-07-20e - RestoreApproveDenyRowActions.sql, dbchanges2/Client_Compass/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Core/2026-07-17 - README - RUN ORDER.md, dbchanges2/Client_Compass/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Compass/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_CompassCanada/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_CompassCanada/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_Quad/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Quad/2026-07-21b - SalesOrderApproveDisabledTooltipTranslation.sql, dbchanges2/Core/2026-07-21a - SalesOrderDecisionSummarySurfaceSeed.sql, dbchanges2/Core/2026-07-21b - SalesOrderDecisionActionSurfaceSeed.sql, dbchanges2/Client_Quad/2026-07-21c - SalesOrderDecisionSummaryOverride.sql, dbchanges2/Client_Compass/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql, dbchanges2/Client_CompassCanada/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql, dbchanges2/Core/2026-07-23a - PoNumberDetailFieldValueKey.sql, dbchanges2/Core/2026-07-29a - SalesOrderApprovalDetailsSurfaceSeed.sql, dbchanges2/Core/2026-08-05b - ApprovalDetailsShippingMethodConcatCharge.sql, dbchanges2/Core/2026-08-14a - NoteBadgesVocabularySurface.sql, dbchanges2/Client/2026-08-14a - NoteBadgeThemeTokens.sql, dbchanges2/Client/2026-08-14b - NoteBadgeUserColorFix.sql, dbchanges2/Client_Compass/2026-08-14a - NoteBadgeDelegateThemeTokens.sql, dbchanges2/Client_CompassCanada/2026-08-14a - NoteBadgeDelegateThemeTokens.sql, dbchanges2/Core/2026-08-26a - ServiceRequestRecordHeaderSurfaceSeed.sql, dbchanges2/Core/2026-08-26b - ServiceRequestDetailsSurfaceSeed.sql, dbchanges2/Core/2026-08-28a - TransferOrderSurfaceSeed.sql, dbchanges2/Client/2026-08-28a - TransferOrderStageThemeTokens.sql, dbchanges2/Client_Nychh/2026-08-28b - TransferOrdersNavigationEnable.sql, dbchanges2/Core/2026-09-03c - ColumnsModalSurfaceSeed.sql, dbchanges2/Core/2026-09-03d - ColumnsModalRetireConfigModal.sql |
+| [Surface Layer Schema (UI presentation/config tables)](features/surface-layer-schema.md) | The persistent schema for the platform-wide **Surface** UI presentation/configuration layer (see the `_underscore` [surface-resolver](../../_underscore/features | dbchanges2/Client_Compass/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql, dbchanges2/Client_CompassCanada/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql, dbchanges2/Core/2026-09-02a - TalosAssistantSurfaceSeed.sql, dbchanges2/Client_Nychh/2026-09-02a - TalosAssistantEnable.sql, dbchanges2/Core/2026-08-31a - SalesOrderDenialDetailsSurfaceSeed.sql, dbchanges2/Client_Compass/2026-08-31a - SalesOrderDenialDetailsReadOnlyRules.sql, toga25-supply/db-migrations/PLAYBOOK.md, toga25-supply/db-migrations/SURFACE-FEATURE-RUNBOOK.md, dbchanges2/Client_Compass/, dbchanges2/Client_CompassCanada/, dbchanges2/Client_Quad/, dbchanges2/Core/2026-08-28b - TransferOrderListActionsSurfaceSeed.sql, dbchanges2/Core/2026-08-24b - SalesOrderStatusFilterSurfaceSeed.sql, dbchanges2/Client_Compass/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Client_CompassCanada/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Client_Quad/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Client_Nychh/2026-08-24b - SalesOrderStatusFilterHides.sql, dbchanges2/Core/2026-08-21 - SalesOrderDecisionSurfacesReseed.sql, dbchanges2/Core/2026-08-24 - RestoreApproveDenyRowActionsVisibility.sql, dbchanges2/Client_Quad/2026-08-24 - ProdPortApprovePoNumberEnabledRule.sql, dbchanges2/Client_Quad/2026-07-21b - ApproveDisabledTooltipPoNumber.sql, dbchanges2/Client_Quad/2026-08-21 - SalesOrderDecisionSummaryOverride.sql, dbchanges2/Client_Compass/2026-08-24 - ProdPortApprovalsGateAndApproveStepTwoRule.sql, dbchanges2/Client_CompassCanada/2026-08-24 - ProdPortApprovalsGateAndApproveStepTwoRule.sql, dbchanges2/Client_Nychh/2026-08-24 - FixInventoryGroupingsUnitsTopologyOverrideIds.sql, dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client_Compass/2026-06-25d - SalesOrderSurfaceClientSeed.sql, _underscore/Model/Client/ThemeToken.php, toga25-supply/src/themeConfig.json, dbchanges2/Core/2026-06-25a - SurfaceCoreTables.sql, dbchanges2/Core/2026-06-25b - SurfaceRecordsAndFields.sql, dbchanges2/Core/2026-06-25c - SalesOrderLoginSurfaceSeed.sql, dbchanges2/Core/2026-06-29a - ItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29b - SurfaceMetaPublicReadAcl.sql, dbchanges2/Client/2026-06-29c - SurfaceRecordScriptAcl.sql, dbchanges2/Core/2026-06-29c - SurfaceDebugPhpMethodFix.sql, dbchanges2/Core/2026-06-29d - VendorItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29e - InventorySurfaceSeed.sql, dbchanges2/Core/2026-06-30a - SurfaceMetaGroupAndSalesOrderSections.sql, dbchanges2/Client/2026-06-30a - SurfaceMetaGroupAcl.sql, dbchanges2/Client_Compass/2026-06-30a - SalesOrderDisplaySectionManagerOverrides.sql, dbchanges2/Client_CompassCanada/2026-06-30a - SalesOrderSurfaceManagerOverrides.sql, dbchanges2/Client_Quad/2026-06-30a - SalesOrderSurfaceClientOverrides.sql, dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client/2026-06-25b - SurfaceClientSeed.sql, dbchanges2/Client/2026-06-25c - SurfaceClientAcl.sql, dbchanges2/Client/2026-06-03- BLANK_CLIENT_DATABASE.sql, dbchanges2/Core/2026-07-17h - Update - ClearApprovalsFilterButtonConfig.sql, dbchanges2/Client_Compass/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Compass/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_Quad/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Quad/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Core/2026-07-20a - Update - HideAdminNotesSectionByDefault.sql, dbchanges2/Core/2026-07-20b - Update - NotesSectionFieldElements.sql, dbchanges2/Client_Compass/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_Compass/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_Quad/2026-07-20a - NotesSectionFieldsOverride.sql, dbchanges2/Core/2026-07-20c - Update - VendorItemsToggleSurfaceSeed.sql, dbchanges2/Client_Compass/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_Compass/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Core/2026-07-20e - RestoreApproveDenyRowActions.sql, dbchanges2/Client_Compass/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Core/2026-07-17 - README - RUN ORDER.md, dbchanges2/Client_Compass/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Compass/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_CompassCanada/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_CompassCanada/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_Quad/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Quad/2026-07-21b - SalesOrderApproveDisabledTooltipTranslation.sql, dbchanges2/Core/2026-07-21a - SalesOrderDecisionSummarySurfaceSeed.sql, dbchanges2/Core/2026-07-21b - SalesOrderDecisionActionSurfaceSeed.sql, dbchanges2/Client_Quad/2026-07-21c - SalesOrderDecisionSummaryOverride.sql, dbchanges2/Client_Compass/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql, dbchanges2/Client_CompassCanada/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql, dbchanges2/Core/2026-07-23a - PoNumberDetailFieldValueKey.sql, dbchanges2/Core/2026-07-29a - SalesOrderApprovalDetailsSurfaceSeed.sql, dbchanges2/Core/2026-08-05b - ApprovalDetailsShippingMethodConcatCharge.sql, dbchanges2/Core/2026-08-14a - NoteBadgesVocabularySurface.sql, dbchanges2/Client/2026-08-14a - NoteBadgeThemeTokens.sql, dbchanges2/Client/2026-08-14b - NoteBadgeUserColorFix.sql, dbchanges2/Client_Compass/2026-08-14a - NoteBadgeDelegateThemeTokens.sql, dbchanges2/Client_CompassCanada/2026-08-14a - NoteBadgeDelegateThemeTokens.sql, dbchanges2/Core/2026-08-26a - ServiceRequestRecordHeaderSurfaceSeed.sql, dbchanges2/Core/2026-08-26b - ServiceRequestDetailsSurfaceSeed.sql, dbchanges2/Core/2026-08-28a - TransferOrderSurfaceSeed.sql, dbchanges2/Client/2026-08-28a - TransferOrderStageThemeTokens.sql, dbchanges2/Client_Nychh/2026-08-28b - TransferOrdersNavigationEnable.sql, dbchanges2/Core/2026-09-03c - ColumnsModalSurfaceSeed.sql, dbchanges2/Core/2026-09-03d - ColumnsModalRetireConfigModal.sql |
 | [2.0 New-Client Onboarding (manual process)](workflows/client-onboarding.md) | > **A local browser wizard now automates this.** Steps 2–9 below (create DBs, generate Core/API > inserts, append to `Clients_Db.txt`) — plus the dbchanges2 bla | Client/, Client_<Tenant>/, Core/, Logs_Client/ |
 | [Auditing a client DB that drifted from its models (partially applied module migration)](workflows/client-schema-drift-audit.md) | A recurring 2.0 failure mode: **one client's database drifts from what the PHP models declare**, usually because a `_modules/<module>/` migration was applied to | dbchanges2/Client_Growrk/2026-05-28.sql, dbchanges2/Client_Growrk/2026-08-10c - GrowrkServiceRequestCustomFieldsCatchUp.sql, dbchanges2/Client_Growrk/2026-08-10d - GrowrkServiceRequestTypeAndDispositionSeeds.sql, dbchanges2/_modules/netsuite/2026-07-10a - UnitInventoryFields.sql, dbchanges2/Client_Growrk/2026-08-10 - GrowrkUnitInventoryFieldsCatchUp.sql, dbchanges2/Client_Growrk/2026-08-10b - GrowrkUnitItemDescriptionAcl.sql, dbchanges2/Client_Growrk/_modules.txt |
 | [Framework branch running AHEAD of schema — environment-wide 1054/EO-1 after a deploy](workflows/framework-branch-ahead-of-schema.md) | A **third** kind of 2.0 schema drift, distinct from the two already documented: nobody's database went backwards — **the code went forwards**. | _underscore/Model/Core/RecordField.php, _underscore/Model/Client/TableViewField.php, _underscore/Model/Client/TableView.php, _underscore/Model/Core/Surface.php, _underscore/Model/Client/Urgency.php, _underscore/Model/Client/RecordFieldSetting.php, _underscore/Model/Client/ClientRecordFieldSetting.php, api2/Component/Api/V2/V2.php, dbchanges2/Core/2026-08-14c - RecordFieldsValidationMetadata.sql, dbchanges2/Client/2026-08-14a - RecordFieldSettingsClientTable.sql, dbchanges2/Client/2026-08-13a - UserNavPreferencesClientTable.sql, dbchanges2/Client/2026-08-13c - PersonaNavVisibilityClientTable.sql |

package/knowledge/2.0/apps/dbchanges2/features/surface-layer-schema.md

@@ -6,9 +6,11 @@ project: Database Changes
 client: shared
 type: feature
 status: active
-updated: 2026-09-03
+updated: 2026-09-04
 owners: [jcardinal, apeterson, tcox]
 files:
+  - dbchanges2/Client_Compass/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql
+  - dbchanges2/Client_CompassCanada/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql
   - dbchanges2/Core/2026-09-02a - TalosAssistantSurfaceSeed.sql
   - dbchanges2/Client_Nychh/2026-09-02a - TalosAssistantEnable.sql
   - dbchanges2/Core/2026-08-31a - SalesOrderDenialDetailsSurfaceSeed.sql
@@ -351,6 +353,36 @@ Both clients' `c`/`d` overrides and the Core seed were added to `Core/2026-07-17
 ORDER.md`. Verified working in the UI for both clients. (Boolean toggle/badge labels in this modal
 resolve through the resolver's new `trueLabel`/`falseLabel` emission — see the resolver doc.)
 
+### Restrict-to-Persona field — the seed intended a client opt-in that was NEVER WRITTEN (2026-09-04)
+
+The same Core-neutral-default → client-opt-in rule, but a case where only **half** of it shipped.
+`Core/2026-07-17d` seeded the item modal's More-Info **`restrictToPersona`** element (surface
+`item-record-more-info` = **19**, `SurfaceElements` id **57**) `isVisible=0` / `isEnabled=0` with
+`config {valueKey: personaItems, computeValueKey: personaItems}`, intending each client to opt in —
+and **no client override was ever authored**. Verified on prod **and** client-sandbox: **zero**
+`SurfaceOverrides` rows for element 57 in `Client_Compass` or `Client_CompassCanada`. Symptom: the
+item modal's "More Info" section header rendered with **no fields** for both Compass tenants (the
+field showed only in edit mode, which is still JSON-driven — see
+[surface-frontend](../../toga25-supply/features/surface-frontend.md)).
+
+- **Fix:** `Client_Compass/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql` and
+  `Client_CompassCanada/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql` — client-wide
+  (`roleId`/`personaId`/`languageId` NULL) `IS_VISIBLE='1'` + `IS_ENABLED='1'` rows for
+  `surfaceId` 19 / `surfaceElementId` 57, `NOT EXISTS`-guarded (re-runnable), Core ids **inlined as
+  literals** and **pre-generated v4 UUID literals** (never MySQL `UUID()`) — the cluster-isolation
+  house style, same shape as `Client_Compass/2026-08-31a`. Ids 19/57 confirmed **identical on prod
+  and client-sandbox** Core before authoring.
+- **This element is resolved by literal id, not id-agnostically, on purpose:** it carries no
+  `config.role` / `config.kind` marker to match on, and a `Client_*` file cannot read `Core.*`
+  across clusters — so the literal id is the only handle. Re-verify 19/57 against the target Core
+  before running this in a new environment.
+- **⚠ Ship-together dependency — the FE goes FIRST (or together); this SQL alone CRASHES the modal.**
+  Making the field visible exposes a value the FE could not format until the `personaItems`
+  `computeValueKey` was registered in `ItemRecordView`; the unformatted array killed the whole modal
+  route with React **error #31**. Same class as the approvals-gate / Approve-step-two pair below.
+- **Run state: `client-sandbox` `Client_Compass` only** (override rows 64/65, 2026-09-04 11:25).
+  **Prod not run; `Client_CompassCanada` not run anywhere.**
+
 ## SalesOrder decision-modal surfaces (approve + deny) — shared summary + per-action chrome
 
 The approve/deny decision modal's display config was migrated off the per-client
@@ -1342,6 +1374,15 @@ environment and take the **highest** `MAX(id)+1`, never the one in front of you,
 still unrun at the time, so this is a reservation, not a deployed state.
 
 ## Change history
+- 2026-09-04 — Added the **restrict-to-persona opt-in pair** (`Client_Compass/2026-09-04a` +
+  `Client_CompassCanada/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql`): client-wide
+  `IS_VISIBLE`+`IS_ENABLED` overrides on `surfaceId` **19** / `surfaceElementId` **57**, literal Core
+  ids + v4 UUID literals + `NOT EXISTS` guards. Recorded the failure mode they fix — `Core/2026-07-17d`
+  seeded the element OFF **intending** a per-client opt-in and **no client override was ever written**
+  (zero rows in both Compass tenants, prod and sandbox), so the item modal's More Info section
+  rendered empty. Also recorded the **FE-first ship order**: the override alone exposes an
+  unformatted value and crashes the modal (React error #31). Run on **client-sandbox `Client_Compass`
+  only**; prod and Canada pending. (tcox)
 - 2026-09-03 — Recorded the rule that **a modal needing surface-driven copy becomes its own Surface**:
   the resolver reads messages only from `*MessageId` columns and never from `config`, so
   `Core/2026-08-28b`'s `config.modal` keys could never resolve and the Columns modal rendered raw

package/knowledge/2.0/apps/toga25-supply/features/record-modals-and-nested-tables.md

@@ -6,7 +6,7 @@ project: TOGa 2.5 Supply
 client: shared
 type: feature
 status: active
-updated: 2026-09-03
+updated: 2026-09-04
 owners: [apeterson, tcox, jcardinal]
 files:
   - toga25-supply/src/pages/SalesOrders/view/SalesOrderRecordModalLayout/hooks/usePurchaseOrderDetails.ts
@@ -323,6 +323,14 @@ Scaffold per the `ItemRecordModalLayout` pattern (`src/layout/ItemRecordModalLay
   sees the slide-up animation replay the moment the data arrives. Keep a single modal element and
   switch only its **children** on the fetch state. Same defect and same fix on the ServiceRequest and
   Transfer Order modals.
+- **The item modal's VIEW is Surface-driven while its EDIT is still JSON (Pattern 6).** A field
+  that appears only after clicking **Edit** — and vanishes again on Cancel — is a **missing client
+  `SurfaceOverride`** on a Core-default-OFF element, not a data or fetch bug. The section header
+  then renders with no fields under it. Hit 2026-09-04 on **More Info → "Restrict to Persona"** for
+  both Compass tenants. The rule, the `computeValueKey` registry trap it exposed (raw object array →
+  React **error #31**, shown as the router's "Unexpected Application Error!" since the app has no
+  top-level `ErrorBoundary`), and the FE-first deploy order are in
+  [surface-frontend](surface-frontend.md).
 - **A record's child rows may need a SECOND request.** Children nest inside the record response only
   when `Core.InherentRecordChildren` declares them — `sales-orders` does, `transfer-orders` does
   **not**. When they do not, fetch the nested route (`/{record}/{uuid}/{child-route}`) and read the
@@ -331,6 +339,10 @@ Scaffold per the `ItemRecordModalLayout` pattern (`src/layout/ItemRecordModalLay
   [Transfer Orders page](transfer-orders-page.md).
 
 ## Change history
+- 2026-09-04 — Added the Pattern 6 gotcha that the **item modal's VIEW is Surface-driven while its
+  EDIT is still JSON**: a field visible only in edit mode means a missing client `SurfaceOverride`,
+  not a data bug (found on Compass's "Restrict to Persona" field). Detail in
+  [surface-frontend](surface-frontend.md). (tcox)
 - 2026-09-03 — Added the **deep-link-from-a-modal-into-a-nested-table** pattern (pin `grouping`;
   build the column-filter chip with the `useServerTableUrlState` serializer, keyed by the table-meta
   **column id**; set `<slug>=<uuid>` to pre-expand the row) and the rule that makes it work:

package/knowledge/2.0/apps/toga25-supply/features/surface-frontend.md

@@ -6,7 +6,7 @@ project: TOGa 2.5 Supply
 client: shared
 type: feature
 status: active
-updated: 2026-09-03
+updated: 2026-09-04
 owners: [jcardinal, apeterson, tcox]
 files:
   - toga25-supply/src/layout/RecordApprovalModal/helpers/stackedCurrencyJoiner.ts
@@ -341,6 +341,48 @@ in [surface-layer-schema](../../dbchanges2/features/surface-layer-schema.md):
 > shows **`leasePrice`** for all clients, whereas the old DEFAULT JSON showed only unit price. Confirm
 > that is the intended seed shape.
 
+### ⚠ VIEW is Surface-driven but EDIT is still JSON — a Core-OFF field disappears from view only
+
+A field seeded OFF in Core with **no client `SurfaceOverride`** is invisible in VIEW but still
+rendered in EDIT (edit mode reads `itemRecordEditFields.json`). The symptom is a section header with
+**no fields under it**, and the field appearing the moment the user clicks Edit and vanishing again
+on Cancel — which reads like a data bug, not a config gap. Confirmed 2026-09-04 on the item modal's
+**More Info → "Restrict to Persona"** field for Compass USA + Compass Canada: Core (`2026-07-17d`)
+seeds surface `item-record-more-info` element **57** `isVisible=0` / `isEnabled=0` with
+`config {valueKey: personaItems, computeValueKey: personaItems}`, intending a per-client opt-in, but
+**no Compass override was ever written** (verified on prod **and** client-sandbox: zero
+`SurfaceOverrides` rows for element 57 in either tenant). The data was never missing —
+`apiFields.json`'s COMPASS delta already requests `personaItems.*` (see
+[client-api-fetch-fields](client-api-fetch-fields.md)); only the presentation was. Fix = the missing
+override (`Client_Compass` / `Client_CompassCanada` `2026-09-04a`, see
+[surface-layer-schema](../../dbchanges2/features/surface-layer-schema.md)).
+
+**Rule:** when a modal's VIEW moves to Surface and its EDIT stays JSON, every Core-default-OFF
+element needs a per-client `SurfaceOverride` or the field silently drops out of view while staying
+editable. "It shows in Edit mode" is evidence of a **missing override**, not of working config.
+
+### ⚠ A seed's `computeValueKey` must exist in the consuming view's `COMPUTE_VALUE` registry
+
+`ItemRecordView`'s `COMPUTE_VALUE` registry is keyed by the exact string in the surface element's
+`config.computeValueKey`. The Core seed and the legacy per-client JSON can use **different key names
+for the same formatter** — and did: the seed says `personaItems`, the JSON said `personaNames`, and
+only `personaNames` was registered. A missing key is **not** a harmless no-op: `hydrateField`
+produces `computeValue` `undefined`, the raw reshaped array `[{uuid, name, _joinUuid}]` reaches
+`BaseDetailField`, and React throws **error #31** ("Objects are not valid as a React child … keys
+{uuid, name, _joinUuid}"). Because this app has **no top-level `ErrorBoundary`** (see
+[frontend standard](../../../standards/frontend.md)), that surfaces as the router's raw
+**"Unexpected Application Error!"** page — the whole modal route dies, not one field.
+
+Fix shape: register the formatter under **both** keys, and make it accept both value shapes.
+`formatPersonaItems` (`ItemRecordView.tsx`) handles the view-model's flat reshaped
+`{uuid, name: "<number> - <name>"}` **and** the raw API nested `{persona: {name, number}}`, and is
+registered as `personaNames` (legacy JSON) **and** `personaItems` (Surface seed). Whenever you seed
+a `computeValueKey`, grep the consuming view's registry for that literal string first.
+
+> **Deploy order is load-bearing: FE first, or together — never the SQL first.** The override alone
+> makes the field visible and therefore **crashes the modal**; the FE alone changes nothing visible.
+> Same shape as the approvals-gate ship-together dependency.
+
 ## SalesOrders approval-decision modal (approve + deny) — migrated via an OVERLAY adapter seam
 
 The SalesOrder approve/deny decision modal's config now sources its display fields from Surface,
@@ -1002,6 +1044,17 @@ claim is about the `navigation-*` **flags** being inert — still true — not a
 unused).
 
 ## Change history
+- 2026-09-04 — Fixed the item modal's **More Info → "Restrict to Persona"** field missing in VIEW for
+  Compass USA + Canada. Two causes, both now rules here: (1) the item modal's VIEW is Surface-driven
+  while EDIT is still JSON, so a Core-default-OFF element with no client `SurfaceOverride` vanishes
+  from view yet still renders in edit — element **57** on `item-record-more-info` had **zero**
+  override rows in either Compass tenant, on prod and sandbox; (2) the seed's `computeValueKey`
+  (`personaItems`) was missing from `ItemRecordView`'s `COMPUTE_VALUE` registry, which held only the
+  legacy JSON key `personaNames` — so once the field was visible the raw `[{uuid,name,_joinUuid}]`
+  array hit `BaseDetailField` and killed the route with React **error #31**, shown as the router's
+  "Unexpected Application Error!" because the app has no top-level `ErrorBoundary`.
+  `formatPersonaItems` now accepts both value shapes and is registered under both keys. **Deploy the
+  FE first or together — the SQL alone crashes the modal.** (tcox)
 - 2026-09-03 — Recorded that the 2.5 app **still calls `GET /v2/pages/meta`** from five view
   models (SalesOrders — twice per load — VendorItems, Inventory, Bundles, ItemFulfillmentModal)
   even though nothing in `src/` reads a field off the result. Found by the new Cypress

package/knowledge/clients/compass-canada/profile.md

@@ -98,6 +98,14 @@ to but distinct from Compass USA. Like Compass USA it spans the **2.0** commerce
   see [Config-Driven Expedited Shipping Gating](../../2.0/apps/toga2-commerce/features/expedited-shipping-gating.md).
 
 ## Notes
+- **Item modal "Restrict to Persona" needed a Surface opt-in that was never written (2026-09-04).**
+  Same gap as Compass USA: Core seeds the More-Info `restrictToPersona` field **OFF** (surface 19 /
+  element 57) and Canada had **no** override, so the item modal's **More Info** section rendered
+  empty in view (the field appeared only in Edit mode).
+  `dbchanges2/Client_CompassCanada/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql` adds the
+  client-wide `IS_VISIBLE`+`IS_ENABLED` rows — **not yet run in any environment**.
+  ⚠ **Deploy the toga25-supply FE first or together: the SQL alone crashes the modal** (React error
+  #31). See [Surface Frontend](../../2.0/apps/toga25-supply/features/surface-frontend.md).
 - **Surface layer (beta):** like Quad, `Client_CompassCanada` had **no** `AclRecordScripts` dispatch
   grant for the surfaces `meta-group` script (only `meta`, to client role 1) → `GET /v2/surfaces/meta-group`
   403'd EZ-1 while `meta` worked. Fixed 2026-07-01 via

package/knowledge/clients/compass-usa/profile.md

@@ -205,6 +205,16 @@ separate, related client (see its own profile).
   the ⚠ rule that **deactivation is raw bulk SQL, so no model hook ever fires on it**.
 
 ## Notes
+- **Item modal "Restrict to Persona" needed a Surface opt-in that was never written (2026-09-04).**
+  Core seeds the item modal's More-Info `restrictToPersona` field **OFF** for every client
+  (surface 19 / element 57), expecting a per-client override — Compass USA had **none**, so the
+  modal's **More Info** section rendered **empty in view** while the field still showed in Edit
+  mode. Fixed by `dbchanges2/Client_Compass/2026-09-04a - ItemRecordRestrictToPersonaVisible.sql`
+  (client-wide `IS_VISIBLE`+`IS_ENABLED`). **Run on client-sandbox only — prod pending.**
+  ⚠ **Deploy the toga25-supply FE first or together: the SQL alone crashes the modal** (React error
+  #31, whole modal route). See
+  [Surface Frontend](../../2.0/apps/toga25-supply/features/surface-frontend.md) and
+  [Surface Layer Schema](../../2.0/apps/dbchanges2/features/surface-layer-schema.md).
 - **Order status is shipped-only (2026-06-30).** Compass imports all IF stages
   (picked/packed/shipped) but its order `_status` (`_underscore/Model/Compass/SalesOrder.php`,
   shared by Compass USA + Canada) counts **shipped only** — picked/packed never advance a Compass

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "toga-ai",
-  "version": "1.0.780",
+  "version": "1.0.781",
   "description": "TOGA Technology Team Claude Knowledge System — shared AI coding harness with skills, knowledge base CLI, and project installer for Claude Code.",
   "keywords": [
     "claude",