@agent-native/core 0.118.0 → 0.119.0

package/corpus/templates/crm/app/routes/views.tsx

@@ -1,333 +0,0 @@
-import {
-  useActionMutation,
-  useActionQuery,
-} from "@agent-native/core/client/hooks";
-import { IconBookmark, IconPlus } from "@tabler/icons-react";
-import { useState } from "react";
-import { Link, useNavigate } from "react-router";
-import { toast } from "sonner";
-
-import {
-  LoadingRows,
-  PageHeader,
-  SetupEmptyState,
-} from "@/components/crm/Surface";
-import { Badge } from "@/components/ui/badge";
-import { Button } from "@/components/ui/button";
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from "@/components/ui/dialog";
-import { Input } from "@/components/ui/input";
-import { Label } from "@/components/ui/label";
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from "@/components/ui/select";
-import { asText, type CrmKind, type CrmSavedView } from "@/lib/types";
-
-export default function SavedViewsRoute() {
-  const viewsQuery = useActionQuery<unknown>(
-    "list-crm-saved-views" as never,
-    {} as never,
-  );
-  const views = normalizeSavedViews(viewsQuery.data);
-  return (
-    <>
-      <PageHeader
-        eyebrow="CRM"
-        title="Saved views"
-        description="Executable, permission-aware slices with optional data-program context."
-        actions={<CreateSavedViewDialog />}
-      />
-      {viewsQuery.isLoading ? (
-        <LoadingRows rows={5} />
-      ) : views.length ? (
-        <div className="grid gap-2 p-5 sm:grid-cols-2 sm:p-7 xl:grid-cols-3">
-          {views.map((view) => (
-            <Link
-              key={view.id}
-              to={`/${kindRoute(view.kind)}?view=${encodeURIComponent(view.id)}`}
-              className="group rounded-lg border border-border/70 bg-card p-4 transition-colors hover:bg-muted/50"
-            >
-              <div className="flex items-start gap-3">
-                <IconBookmark className="mt-0.5 size-4 text-muted-foreground" />
-                <div className="min-w-0">
-                  <p className="truncate text-sm font-medium">{view.name}</p>
-                  <p className="mt-1 line-clamp-2 text-sm text-muted-foreground">
-                    {view.description || view.query || "Saved CRM view"}
-                  </p>
-                  <div className="mt-3 flex flex-wrap gap-2">
-                    {view.kind ? (
-                      <Badge
-                        variant="secondary"
-                        className="capitalize font-normal"
-                      >
-                        {view.kind}s
-                      </Badge>
-                    ) : null}
-                    {view.dataProgramId ? (
-                      <Badge variant="outline" className="font-normal">
-                        Data program
-                      </Badge>
-                    ) : null}
-                  </div>
-                </div>
-              </div>
-            </Link>
-          ))}
-        </div>
-      ) : (
-        <SetupEmptyState
-          title="No saved views yet"
-          description="Create a focused view with a record type, search, field filters, and optional data-program context."
-        />
-      )}
-    </>
-  );
-}
-
-function CreateSavedViewDialog() {
-  const navigate = useNavigate();
-  const [open, setOpen] = useState(false);
-  const [name, setName] = useState("");
-  const [description, setDescription] = useState("");
-  const [kind, setKind] = useState<CrmKind>("account");
-  const [query, setQuery] = useState("");
-  const [field, setField] = useState("");
-  const [value, setValue] = useState("");
-  const [dataProgramId, setDataProgramId] = useState("");
-  const save = useActionMutation<
-    { id: string },
-    {
-      name: string;
-      description?: string;
-      kind: CrmKind;
-      filters?: Record<string, unknown>;
-      columns: string[];
-      sort: Array<{ field: string; direction: "desc" }>;
-      dataProgramId?: string;
-    }
-  >("save-crm-saved-view" as never);
-
-  async function saveView() {
-    const filters: Record<string, unknown> = {};
-    if (query.trim()) filters.query = query.trim();
-    if (field.trim() && value.trim()) {
-      filters.fieldEquals = { [field.trim()]: value.trim() };
-    }
-    try {
-      const saved = await save.mutateAsync({
-        name: name.trim(),
-        description: description.trim() || undefined,
-        kind,
-        filters: Object.keys(filters).length ? filters : undefined,
-        columns: [
-          "displayName",
-          "domain",
-          "primaryEmail",
-          "ownerName",
-          "stage",
-          "nextContactAt",
-          "remoteUpdatedAt",
-        ],
-        sort: [{ field: "updatedAt", direction: "desc" }],
-        dataProgramId: dataProgramId.trim() || undefined,
-      });
-      setOpen(false);
-      toast.success("Saved view created.");
-      navigate(`/${kindRoute(kind)}?view=${encodeURIComponent(saved.id)}`);
-    } catch (error) {
-      toast.error(
-        error instanceof Error ? error.message : "View could not be saved.",
-      );
-    }
-  }
-
-  return (
-    <Dialog open={open} onOpenChange={setOpen}>
-      <DialogTrigger asChild>
-        <Button size="sm" className="gap-2">
-          <IconPlus className="size-4" /> New view
-        </Button>
-      </DialogTrigger>
-      <DialogContent className="sm:max-w-lg">
-        <DialogHeader>
-          <DialogTitle>Create saved view</DialogTitle>
-          <DialogDescription>
-            Views store bounded filters and presentation settings, not provider
-            rows.
-          </DialogDescription>
-        </DialogHeader>
-        <div className="grid gap-4 py-2 sm:grid-cols-2">
-          <Field label="Name" htmlFor="view-name" className="sm:col-span-2">
-            <Input
-              id="view-name"
-              value={name}
-              maxLength={120}
-              onChange={(event) => setName(event.target.value)}
-            />
-          </Field>
-          <Field
-            label="Description"
-            htmlFor="view-description"
-            className="sm:col-span-2"
-          >
-            <Input
-              id="view-description"
-              value={description}
-              maxLength={500}
-              onChange={(event) => setDescription(event.target.value)}
-            />
-          </Field>
-          <Field label="Record type" htmlFor="view-kind">
-            <Select
-              value={kind}
-              onValueChange={(next) => setKind(next as CrmKind)}
-            >
-              <SelectTrigger id="view-kind">
-                <SelectValue />
-              </SelectTrigger>
-              <SelectContent>
-                <SelectItem value="account">Accounts</SelectItem>
-                <SelectItem value="person">People</SelectItem>
-                <SelectItem value="opportunity">Opportunities</SelectItem>
-              </SelectContent>
-            </Select>
-          </Field>
-          <Field label="Search" htmlFor="view-query">
-            <Input
-              id="view-query"
-              value={query}
-              maxLength={120}
-              placeholder="Name contains…"
-              onChange={(event) => setQuery(event.target.value)}
-            />
-          </Field>
-          <Field label="Field" htmlFor="view-field">
-            <Input
-              id="view-field"
-              value={field}
-              maxLength={120}
-              placeholder="stage"
-              onChange={(event) => setField(event.target.value)}
-            />
-          </Field>
-          <Field label="Equals" htmlFor="view-value">
-            <Input
-              id="view-value"
-              value={value}
-              maxLength={240}
-              placeholder="Qualified"
-              onChange={(event) => setValue(event.target.value)}
-            />
-          </Field>
-          <Field
-            label="Data program ID"
-            htmlFor="view-program"
-            className="sm:col-span-2"
-          >
-            <Input
-              id="view-program"
-              value={dataProgramId}
-              maxLength={128}
-              placeholder="Optional saved cross-source program"
-              onChange={(event) => setDataProgramId(event.target.value)}
-            />
-          </Field>
-        </div>
-        <DialogFooter>
-          <Button
-            disabled={!name.trim() || save.isPending}
-            onClick={() => void saveView()}
-          >
-            Save and open
-          </Button>
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
-  );
-}
-
-function Field({
-  label,
-  htmlFor,
-  className,
-  children,
-}: {
-  label: string;
-  htmlFor: string;
-  className?: string;
-  children: React.ReactNode;
-}) {
-  return (
-    <div className={`grid gap-2 ${className ?? ""}`}>
-      <Label htmlFor={htmlFor}>{label}</Label>
-      {children}
-    </div>
-  );
-}
-
-function normalizeSavedViews(data: unknown): CrmSavedView[] {
-  const entries =
-    data &&
-    typeof data === "object" &&
-    Array.isArray((data as { views?: unknown[] }).views)
-      ? (data as { views: unknown[] }).views
-      : [];
-  return entries.flatMap((entry) => {
-    if (!entry || typeof entry !== "object") return [];
-    const item = entry as Record<string, unknown>;
-    const id = asText(item.id);
-    const name = asText(item.name);
-    if (!id || !name) return [];
-    return [
-      {
-        id,
-        name,
-        description: asText(item.description),
-        kind: asKind(item.kind),
-        query: readableFilters(item.filters ?? item.query),
-        dataProgramId: asText(item.dataProgramId),
-      },
-    ];
-  });
-}
-
-function readableFilters(value: unknown) {
-  if (typeof value === "string") {
-    try {
-      return readableFilters(JSON.parse(value) as unknown);
-    } catch {
-      return value;
-    }
-  }
-  if (!value || typeof value !== "object" || Array.isArray(value))
-    return undefined;
-  return Object.entries(value)
-    .slice(0, 4)
-    .map(([key, entry]) => `${key}: ${String(entry)}`)
-    .join(" · ");
-}
-
-function asKind(value: unknown): CrmKind | undefined {
-  return value === "account" || value === "person" || value === "opportunity"
-    ? value
-    : undefined;
-}
-
-function kindRoute(kind: CrmKind | undefined) {
-  return kind === "person"
-    ? "people"
-    : kind === "opportunity"
-      ? "opportunities"
-      : "accounts";
-}

package/corpus/templates/crm/app/routes.ts

@@ -1,17 +0,0 @@
-import { type RouteConfig, index, route } from "@react-router/dev/routes";
-
-export default [
-  index("./routes/_index.tsx"),
-  route("accounts", "./routes/accounts.tsx"),
-  route("people", "./routes/people.tsx"),
-  route("opportunities", "./routes/opportunities.tsx"),
-  route("records/:recordId", "./routes/records.$recordId.tsx"),
-  route("tasks", "./routes/tasks.tsx"),
-  route("proposals", "./routes/proposals.tsx"),
-  route("views", "./routes/views.tsx"),
-  route("dashboard", "./routes/dashboard.tsx"),
-  route("ask", "./routes/ask.tsx"),
-  route("setup", "./routes/setup.tsx"),
-  route("settings/*", "./routes/settings.tsx"),
-  route("agent", "./routes/agent.tsx"),
-] satisfies RouteConfig;

package/corpus/templates/crm/app/vite-env.d.ts

@@ -1,6 +0,0 @@
-/// <reference types="vite/client" />
-
-declare module "react-dom/server.browser" {
-  export * from "react-dom/server";
-  export { default } from "react-dom/server";
-}

package/corpus/templates/crm/changelog/2026-07-21-agent-native-crm.md

@@ -1,6 +0,0 @@
----
-type: added
-date: 2026-07-21
----
-
-CRM connects to HubSpot for scoped account intelligence, saved views, follow-up tasks, evidence, and approval-gated write proposals.

package/corpus/templates/crm/changelog/2026-07-21-clips-call-evidence-review-recipe.md

@@ -1,6 +0,0 @@
----
-type: added
-date: 2026-07-21
----
-
-CRM can prepare a record-scoped, default-off Clips review recipe while keeping media and transcripts in Clips.

package/corpus/templates/crm/changelog/2026-07-21-crm-can-now-find-and-review-evidence-grounded-call-signals-w.md

@@ -1,6 +0,0 @@
----
-type: added
-date: 2026-07-21
----
-
-CRM can now find and review evidence-grounded call signals without storing transcripts or media.

package/corpus/templates/crm/changelog/2026-07-21-crm-can-now-manage-keyword-and-smart-call-signal-trackers-fr.md

@@ -1,6 +0,0 @@
----
-type: improved
-date: 2026-07-21
----
-
-CRM can now manage keyword and smart call-signal trackers from Intelligence settings.

package/corpus/templates/crm/changelog/2026-07-21-delegated-local-crm-automation.md

@@ -1,6 +0,0 @@
----
-type: added
-date: 2026-07-21
----
-
-Approved sales automations can now update routine local CRM fields while provider changes remain reviewable proposals.

package/corpus/templates/crm/changelog/2026-07-21-native-sql.md

@@ -1,6 +0,0 @@
----
-type: added
-date: 2026-07-21
----
-
-CRM can now run as a standalone Native SQL system for accounts, people, opportunities, views, tasks, and cadence without an external provider.

package/corpus/templates/crm/changelog/2026-07-21-pipeline-dashboard.md

@@ -1,6 +0,0 @@
----
-type: added
-date: 2026-07-21
----
-
-Pipeline now gives each CRM user a live, permission-aware view of opportunity value by stage.

package/corpus/templates/crm/changelog/2026-07-21-pipeline-dashboards-now-install-correctly-from-the-crm-actio.md

@@ -1,6 +0,0 @@
----
-type: fixed
-date: 2026-07-21
----
-
-Pipeline dashboards now install correctly from the CRM action CLI.

package/corpus/templates/crm/changelog/2026-07-21-salesforce-connection.md

@@ -1,6 +0,0 @@
----
-type: added
-date: 2026-07-21
----
-
-CRM can now connect to Salesforce alongside HubSpot for scoped account intelligence and follow-up work.

package/corpus/templates/crm/changelog/2026-07-22-crm-field-validation-now-explains-which-fields-cannot-be-edi.md

@@ -1,6 +0,0 @@
----
-type: fixed
-date: 2026-07-22
----
-
-CRM field validation now explains which fields cannot be edited instead of showing a generic error.

package/corpus/templates/crm/changelog/2026-07-22-fixed-hubspot-contact-syncs-missing-records-updated-after-th.md

@@ -1,6 +0,0 @@
----
-type: fixed
-date: 2026-07-22
----
-
-Fixed HubSpot contact syncs missing records updated after the sync cursor.

package/corpus/templates/crm/changelog/2026-07-22-fixed-pipeline-dashboard-panels-so-their-opportunity-data-lo.md

@@ -1,6 +0,0 @@
----
-type: fixed
-date: 2026-07-22
----
-
-Fixed Pipeline dashboard panels so their opportunity data loads reliably.

package/corpus/templates/crm/changelog/2026-07-22-full-page-chat-keeps-the-active-conversation-when-moving-to-.md

@@ -1,6 +0,0 @@
----
-type: fixed
-date: 2026-07-22
----
-
-Full-page chat keeps the active conversation when moving to and from the sidebar.

package/corpus/templates/crm/components.json

@@ -1,20 +0,0 @@
-{
-  "$schema": "https://ui.shadcn.com/schema.json",
-  "style": "default",
-  "rsc": false,
-  "tsx": true,
-  "tailwind": {
-    "config": "",
-    "css": "app/global.css",
-    "baseColor": "slate",
-    "cssVariables": true,
-    "prefix": ""
-  },
-  "aliases": {
-    "components": "@/components",
-    "utils": "@/lib/utils",
-    "ui": "@/components/ui",
-    "lib": "@/lib",
-    "hooks": "@/hooks"
-  }
-}

package/corpus/templates/crm/docs/architecture/crm-contract.md

@@ -1,180 +0,0 @@
-# CRM kernel contract
-
-This contract is the boundary for the Native SQL CRM and the HubSpot and
-Salesforce companion implementations. It prevents either connected provider's
-object model or permission semantics from becoming the product model.
-
-## Canonical vocabulary
-
-- **Connection**: an authorized workspace integration grant and provider
-  account. Tokens remain in workspace connections; CRM stores only the
-  connection id and non-secret account metadata. Native SQL uses a CRM-owned
-  native connection identity and never has an integration token.
-- **Object definition**: a provider or CRM-owned schema for one object type,
-  including field types and effective capabilities for its authority.
-- **Record**: one provider or native object instance. Canonical kinds are
-  `account`, `person`, `opportunity`, `activity`, `task`, and `custom`.
-- **Relationship**: a directed edge between records. It preserves a provider
-  relationship id or source reference field and optional directional labels.
-- **Interaction**: a bounded relationship event such as a meeting, call,
-  email, or note. Rich media remains in its source app/provider.
-- **Evidence**: a URL/id plus bounded quote, timestamp, speaker, and source
-  metadata supporting a CRM claim. Evidence is not a transcript or media blob.
-- **Signal**: a first-class, reviewable moment, call summary, or next step with
-  a bounded quote/summary, timestamp, confidence, detector/model metadata, and
-  an evidence reference. Signals never contain transcript bodies.
-- **Cadence**: desired contact interval, last meaningful interaction, and next
-  contact date for an account or person.
-- **Mirror**: a scoped local projection for fast lists, monitoring, joins, and
-  agent context. It is not a second ungoverned copy of the upstream CRM.
-- **Local field**: a derived or user-authored field whose authority is CRM.
-- **Mutation**: a typed create/update/delete/association request with an
-  idempotency key and optional expected remote revision.
-- **Proposal**: a mutation awaiting review or an agent-generated preview.
-
-The TypeScript source of truth is
-[`shared/crm-contract.ts`](../../shared/crm-contract.ts).
-
-## Identity and provenance
-
-Connected-provider identity is the tuple:
-
-`connection_id + provider + object_type + remote_id`
-
-Native SQL record ids are opaque CRM-local identifiers with `provider: native`;
-they are never sent upstream. Email and domain are matching
-signals, not identity keys. Every mirrored field keeps field-level provenance:
-provider, connection, object type, remote id, optional field name, observed
-revision/time, and optional evidence reference.
-
-Relationships preserve direction because HubSpot association type ids and
-Salesforce reference fields are directional. Identity resolution may link two
-records, but never merges provider identities or silently overwrites one
-provider with another.
-
-## Thin mirror and authority
-
-The mirror contains only configured cohorts: selected pipelines, active
-accounts, their linked people, explicitly linked records, recent interaction
-metadata, and local-owned objects. List and monitoring views read from it;
-record detail performs a read-through refresh; long-tail or exhaustive work
-uses provider API requests and staged data programs.
-
-Every mirrored record stores the remote revision, sync cursor/time, tombstone,
-connection identity, and access-scope key. Upstream is authoritative in
-Connected mode. In Hybrid mode, upstream remains authoritative for remote
-fields while CRM is authoritative for `derived-local` and
-`local-authoritative` fields. In Native SQL mode, CRM is authoritative for the
-record and all CRM-owned fields; no remote revision, provider token, or sync
-cursor is invented.
-
-No raw provider response, audio, video, transcript, screenshot, base64 body, or
-file payload is stored in CRM SQL.
-
-## Call intelligence boundary
-
-CRM may link one Clips artifact to several CRM records through separate scoped
-evidence rows. Deterministic keyword detectors operate only on the bounded
-stored excerpts. Smart detectors and summaries are delegated to agent chat;
-server actions do not call a model. Delegated results are accepted only when
-the run, record, tracker, and evidence scopes agree and every quote/timestamp
-is grounded to the stored evidence excerpt. Clips retains recording,
-transcript, consent, recovery, and media ownership.
-
-The default-off Clips review recipe is scoped to one explicitly selected CRM
-record. It may react to `clip.created` only after a human approves the exact
-A2A activation call. The trigger is installed in Clips, where that event is
-registered. It ignores the event URL and calls the access-checked
-`prepare-crm-call-evidence` read action with the opaque clip id. CRM receives
-only the returned durable HTTPS `/r/<id>` page, id, and capture time, then links
-it to the selected record through `attach-call-evidence`. Media, transcripts,
-temporary grants, inferred records, tasks, field updates, and provider writes
-are outside this delegation. This preserves both CRM record ACLs and Clips page
-access without duplicating source media.
-
-## Field storage policy
-
-Unknown fields are **not mirrored**. A field value enters the mirror only when
-it is on the configured allow-list.
-
-| Policy                | Stored locally                            | Read behavior                     | Write authority                |
-| --------------------- | ----------------------------------------- | --------------------------------- | ------------------------------ |
-| `mirrored`            | Bounded typed value                       | Mirror, then read-through refresh | Provider                       |
-| `remote-only`         | Metadata, never the value                 | Fetch ephemerally from provider   | Provider                       |
-| `redacted`            | Neither metadata value nor value          | Do not fetch or expose            | None                           |
-| `derived-local`       | Typed value plus provenance/evidence refs | Local                             | CRM computation                |
-| `local-authoritative` | Typed value                               | Local                             | Human or approved CRM workflow |
-
-Sensitive fields default to `redacted`; other newly discovered fields default
-to `remote-only`. An admin must explicitly allow-list a field as `mirrored`.
-
-## Access-scope semantics
-
-`ownableColumns()` and framework access checks provide the local privacy
-boundary. Provider access remains a second, non-substitutable boundary.
-
-Connected records and field projections carry the connection actor, grant id,
-record-visibility mode, object CRUD capabilities, and hashes/fingerprints for
-effective field and sharing access. A service-account mirror must not be shown
-as though it inherited a human user's Salesforce sharing or field-level
-permissions. Reads fail closed when the current access scope cannot be proven
-compatible. Scope changes invalidate or quarantine affected mirror rows until
-they are refreshed. Native SQL uses its CRM ownership/share scope and does not
-claim or emulate an upstream provider permission.
-
-## Write policy matrix
-
-| Initiator and operation                                             | Default decision      | Required behavior                                         |
-| ------------------------------------------------------------------- | --------------------- | --------------------------------------------------------- |
-| Human, direct scoped edit                                           | Execute               | Optimistic UI, conflict check, undo where possible, audit |
-| Agent, local and reversible                                         | Execute               | Must pass access and stored policy; audit                 |
-| Agent, provider and reversible                                      | Propose               | Preview first; execute only with delegated authority      |
-| Agent, bulk/destructive/ownership/amount/stage/external side effect | Require approval      | Preview exact scope and changed fields; fail closed       |
-| Automation with stored policy                                       | Execute inside policy | No per-run prompt; stop and propose/deny outside policy   |
-
-Named high-risk classes remain approval-gated even when routine provider writes
-have delegated authority. A later policy version may add field-specific
-delegation without weakening the destructive/bulk boundary. A human `execute`
-decision assumes the initiating UI has already collected any required
-destructive confirmation; the policy layer does not add a second prompt.
-
-All mutations are idempotent, access-checked, audited, and record the actor,
-policy decision, before/after field summary, provider response status, and
-remote revision. Provider conflicts never overwrite silently.
-
-`applyMutation` represents one logical record mutation, not one HTTP request.
-Adapters may use provider batch endpoints internally. A future bulk action can
-add an `applyMutations` adapter method without changing the single-mutation
-contract.
-
-## Provider-model validation
-
-| Contract concern              | Native SQL                                      | HubSpot                                       | Salesforce                                                  | Contract consequence                                          |
-| ----------------------------- | ----------------------------------------------- | --------------------------------------------- | ----------------------------------------------------------- | ------------------------------------------------------------- |
-| Object names                  | Canonical CRM and generic custom object names   | Built-ins plus numeric/custom object type ids | Standard and `__c` API names                                | `objectType` is an opaque case-preserving string              |
-| Record ids                    | CRM-local opaque id                             | String ids                                    | 15/18-character string ids                                  | Record refs preserve provider and opaque identity             |
-| Schema discovery              | CRM-owned canonical schema                      | Properties and CRM schemas APIs               | sObject/Object Info describe                                | Adapter returns object and field capabilities                 |
-| Accounts/people/opportunities | Account/person/opportunity                      | Companies/contacts/deals                      | Account/Contact/Opportunity                                 | Canonical kind is separate from provider object type          |
-| Relationships                 | CRM-directed edge                               | Directional association type ids and labels   | Reference fields and child relationships                    | Directed edge preserves type, label, and source field         |
-| Custom objects                | Generic display/link/write, no object authoring | Schema-discovered                             | `__c` and describe-discovered                               | V1 generic discover/search/display/link/write support         |
-| Remote revision               | Local mutation version                          | `updatedAt`                                   | `LastModifiedDate` or `SystemModstamp`                      | Revision is opaque; Native never claims a remote revision     |
-| Deletion                      | CRM tombstone/archive policy                    | Archived records                              | Deleted records/query-all semantics                         | Tombstone is first-class and sync-capability gated            |
-| Permissions                   | CRM ownership and sharing scope                 | OAuth scopes, object/property sensitivity     | CRUD, FLS, record sharing                                   | Access scope is stored and checked independently of local ACL |
-| Conditional write             | Local version check                             | Provider-specific conflict strategy           | `If-Unmodified-Since`/revision-aware update where available | Adapter reports capability and never invents success          |
-
-Reference checks used for this validation:
-
-- [HubSpot CRM objects and associations](https://developers.hubspot.com/docs/api-reference/latest/crm/understanding-the-crm)
-- [HubSpot association definitions and labels](https://developers.hubspot.com/docs/api-reference/latest/crm/associations/associations-schema/guide)
-- [Salesforce object metadata](https://developer.salesforce.com/docs/platform/graphql/guide/query-objectinfo.html)
-- [Salesforce record queries and effective permissions](https://developer.salesforce.com/docs/platform/graphql/guide/query-record-objects.html)
-- [Salesforce revision-aware record updates](https://developer.salesforce.com/docs/platform/lwc/guide/reference-update-record.html)
-
-## Initial-scope boundary
-
-This run builds Native SQL plus HubSpot and Salesforce Connected/Hybrid
-companion behavior. Native SQL is the portable, local-authoritative replacement
-path; it does not depend on or synchronize to HubSpot or Salesforce. Provider
-migration, a full object-authoring engine, and a page builder remain out of
-scope. Provider writes stay proposal-first until an adapter can prove the
-required revision, access-scope, and approval guarantees.

package/corpus/templates/crm/learnings.defaults.md

@@ -1,5 +0,0 @@
-# Learnings
-
-<!-- This file is your app's memory. The AI reads it at the start of every conversation and updates it when it learns something new. -->
-<!-- Your personal learnings.md is gitignored so preferences and private info stay local. -->
-<!-- This defaults file is what new checkouts start with. -->