@graph8/sdk 0.373.0 → 0.374.0

package/stacks/hubspot/pages/deals.tsx.tmpl

@@ -4,6 +4,7 @@
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { useRouter } from "next/navigation";
 import { DealsScreen } from "@/components/g8/deals/deals-screen";
+import { RecordDocumentsTab } from "@/components/g8/documents/record-documents-tab";
 import { CreateQuoteFromDeal } from "@/components/g8/quotes/create-quote-from-deal";
 
 /** A deal opens its quotes, its contacts and (from a contact) their company. */
@@ -15,6 +16,9 @@ export default function Page() {
       renderQuoteActions={(deal) => <CreateQuoteFromDeal dealId={deal.id} />}
       onOpenContact={(id) => router.push(`/contacts?id=${id}`)}
       onOpenCompany={(id) => router.push(`/companies?id=${id}`)}
+      extraDetailTabs={[
+        { id: "documents", label: "Documents", render: (d) => <RecordDocumentsTab contactId={d.primary_contact?.id} scope="account" onOpenDocuments={(href) => router.push(href)} /> },
+      ]}
     />
   );
 }

package/stacks/hubspot/pages/forms.tsx.tmpl

@@ -0,0 +1,36 @@
+"use client";
+
+// Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
+// other blocks of this app plugged into its slots. Edit freely: this file is yours.
+import { useRouter } from "next/navigation";
+import { ContactLookupLink, splitName } from "@/components/g8/crm/contact-lookup-link";
+import { FormsScreen } from "@/components/g8/forms/forms-screen";
+
+/** The first email-looking value a person typed into the form. Identifying fields are redacted for some keys: then there is no email and no button. */
+function emailOf(data: Record<string, unknown> | undefined): string | null {
+  for (const [key, value] of Object.entries(data ?? {})) {
+    if (/e-?mail/i.test(key) && typeof value === "string" && value.includes("@") && !value.includes("*")) return value.trim();
+  }
+  return null;
+}
+
+/** The submitter's name when the form asked for one. */
+function nameOf(data: Record<string, unknown> | undefined): { firstName?: string; lastName?: string } {
+  const get = (re: RegExp) => Object.entries(data ?? {}).find(([k, v]) => re.test(k) && typeof v === "string" && v.trim())?.[1] as string | undefined;
+  const first = get(/^first[ _-]?name$/i);
+  const last = get(/^last[ _-]?name$/i);
+  if (first || last) return { firstName: first?.trim(), lastName: last?.trim() };
+  return splitName(get(/^(full[ _-]?)?name$/i));
+}
+
+/** A submission opens the contact it created, or adds the person when no contact has that email. */
+export default function Page() {
+  const router = useRouter();
+  return (
+    <FormsScreen
+      renderSubmissionActions={(submission) => (
+        <ContactLookupLink email={emailOf(submission.form_data)} createIfMissing={nameOf(submission.form_data)} onOpen={(id) => router.push(`/contacts?id=${id}`)} />
+      )}
+    />
+  );
+}

package/stacks/hubspot/pages/inbox.tsx.tmpl

@@ -10,7 +10,7 @@ import { ApiError } from "@/components/g8/_foundation/api-error";
 import { EmptyState } from "@/components/g8/_foundation/empty-state";
 import { useG8Query } from "@/components/g8/_foundation/hooks/use-g8-query";
 import { g8Get } from "@/components/g8/_foundation/lib/g8-client";
-import { ContactLookupLink } from "@/components/g8/crm/contact-lookup-link";
+import { ContactLookupLink, splitName } from "@/components/g8/crm/contact-lookup-link";
 import { DealDetail } from "@/components/g8/deals/deal-detail";
 import { useDefaultOwner } from "@/components/g8/deals/hooks/use-default-owner";
 import { InboxScreen } from "@/components/g8/inbox/inbox-screen";
@@ -94,7 +94,7 @@ export default function Page() {
     <InboxScreen
       renderDetailActions={(thread) => (
         <>
-          <ContactLookupLink email={thread.contact?.email} onOpen={(id) => router.push(`/contacts?id=${id}`)} />
+          <ContactLookupLink email={thread.contact?.email} createIfMissing={splitName(thread.contact?.name)} onOpen={(id) => router.push(`/contacts?id=${id}`)} />
           <CreateDeal thread={thread} />
         </>
       )}

package/stacks/hubspot/pages/sequences.tsx.tmpl

@@ -3,10 +3,16 @@
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { useRouter } from "next/navigation";
+import { SequenceCampaignLink } from "@/components/g8/sequencer/sequence-campaign-link";
 import { SequencesScreen } from "@/components/g8/sequencer/sequences-screen";
 
-/** An enrolled person opens in Contacts. */
+/** An enrolled person opens in Contacts; a sequence opens, links or unlinks its campaign. */
 export default function Page() {
   const router = useRouter();
-  return <SequencesScreen onOpenContact={(id) => router.push(`/contacts?id=${id}`)} />;
+  return (
+    <SequencesScreen
+      onOpenContact={(id) => router.push(`/contacts?id=${id}`)}
+      renderDetailActions={(sequence) => <SequenceCampaignLink sequence={sequence} onOpenCampaign={(id) => router.push(`/campaigns?id=${encodeURIComponent(id)}`)} />}
+    />
+  );
 }

package/stacks/hubspot/pages/web-analytics.tsx.tmpl

@@ -0,0 +1,14 @@
+"use client";
+
+// Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
+// other blocks of this app plugged into its slots. Edit freely: this file is yours.
+import { useRouter } from "next/navigation";
+import { WebAnalyticsScreen } from "@/components/g8/web-analytics/web-analytics-screen";
+import { useLandingPagePaths } from "@/components/g8/pages/hooks/use-landing-page-paths";
+
+/** A page in the reports opens its landing page, matched by the published address only (never by name). */
+export default function Page() {
+  const router = useRouter();
+  const landing = useLandingPagePaths();
+  return <WebAnalyticsScreen resolveLandingPage={landing.resolve} onOpenLandingPage={(id) => router.push(`/pages?id=${encodeURIComponent(id)}`)} />;
+}

package/stacks/hubspot.json

@@ -11,8 +11,10 @@
     "objects",
     "lists",
     "visitors",
+    "web-analytics",
     "forms",
     "mailboxes",
+    "email-signatures",
     "sequencer",
     "campaigns",
     "inbox",
@@ -22,10 +24,12 @@
     "webchat",
     "appointments",
     "pages",
+    "programmatic-pages",
     "social-ads",
     "lifecycle",
     "deals",
     "quotes",
+    "documents",
     "analytics",
     "workflows"
   ],
@@ -79,6 +83,16 @@
       "group": "Signals",
       "description": "Who is on your website right now"
     },
+    {
+      "label": "Web analytics",
+      "path": "/web-analytics",
+      "block": "web-analytics",
+      "component": "WebAnalyticsScreen",
+      "icon": "ChartNoAxesCombined",
+      "group": "Signals",
+      "description": "Traffic, audience, engagement and conversions for your sites",
+      "page": "pages/web-analytics.tsx.tmpl"
+    },
     {
       "label": "Inbox",
       "path": "/inbox",
@@ -134,7 +148,8 @@
       "component": "CampaignsScreen",
       "icon": "Rocket",
       "group": "Engage",
-      "description": "Campaigns from brief to launch"
+      "description": "Campaigns from brief to launch",
+      "page": "pages/campaigns.tsx.tmpl"
     },
     {
       "label": "Newsletter",
@@ -170,7 +185,8 @@
       "component": "FormsScreen",
       "icon": "ClipboardList",
       "group": "Marketing",
-      "description": "Forms and their submissions"
+      "description": "Forms and their submissions",
+      "page": "pages/forms.tsx.tmpl"
     },
     {
       "label": "Pages",
@@ -181,6 +197,15 @@
       "group": "Marketing",
       "description": "Landing pages, brand kit and content"
     },
+    {
+      "label": "Programmatic pages",
+      "path": "/programmatic-pages",
+      "block": "programmatic-pages",
+      "component": "ProgrammaticPagesScreen",
+      "icon": "Layers",
+      "group": "Marketing",
+      "description": "A page per row: render, preview, publish and roll back"
+    },
     {
       "label": "Social",
       "path": "/social",
@@ -239,6 +264,15 @@
       "description": "Follow-ups due across your records",
       "page": "pages/tasks.tsx.tmpl"
     },
+    {
+      "label": "Documents",
+      "path": "/documents",
+      "block": "documents",
+      "component": "DocumentsScreen",
+      "icon": "FileText",
+      "group": "Work",
+      "description": "Library, security questionnaires and account correspondence"
+    },
     {
       "label": "Workflows",
       "path": "/workflows",
@@ -266,6 +300,15 @@
       "group": "Setup",
       "description": "Sending mailboxes and warmup health"
     },
+    {
+      "label": "Email signatures",
+      "path": "/email-signatures",
+      "block": "email-signatures",
+      "component": "EmailSignaturesScreen",
+      "icon": "PenLine",
+      "group": "Setup",
+      "description": "One signature for the team, kept on every mailbox"
+    },
     {
       "label": "Suppressions",
       "path": "/suppressions",

package/stacks/intercom/pages/inbox-contact.tsx.tmpl

@@ -3,11 +3,11 @@
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { useRouter } from "next/navigation";
-import { ContactLookupLink } from "@/components/g8/crm/contact-lookup-link";
+import { ContactLookupLink, splitName } from "@/components/g8/crm/contact-lookup-link";
 import { InboxScreen } from "@/components/g8/inbox/inbox-screen";
 
-/** A conversation opens the sender when they are a contact in your CRM. */
+/** A conversation opens the sender when they are a contact in your CRM, or adds them when they are new. */
 export default function Page() {
   const router = useRouter();
-  return <InboxScreen renderDetailActions={(thread) => <ContactLookupLink email={thread.contact?.email} onOpen={(id) => router.push(`/contacts?id=${id}`)} />} />;
+  return <InboxScreen renderDetailActions={(thread) => <ContactLookupLink email={thread.contact?.email} createIfMissing={splitName(thread.contact?.name)} onOpen={(id) => router.push(`/contacts?id=${id}`)} />} />;
 }

package/stacks/intercom.json

@@ -9,6 +9,7 @@
     "crm",
     "webchat",
     "mailboxes",
+    "email-signatures",
     "inbox",
     "agents"
   ],
@@ -80,6 +81,15 @@
       "icon": "Mail",
       "group": "Setup",
       "description": "Sending mailboxes and warmup health"
+    },
+    {
+      "label": "Email signatures",
+      "path": "/email-signatures",
+      "block": "email-signatures",
+      "component": "EmailSignaturesScreen",
+      "icon": "PenLine",
+      "group": "Setup",
+      "description": "One signature for the team, kept on every mailbox"
     }
   ]
 }

package/stacks/mailchimp/pages/contacts.tsx.tmpl

@@ -2,6 +2,7 @@
 
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
+import { MemberPicker } from "@/components/g8/pickers/member-picker";
 import { ContactsScreen } from "@/components/g8/crm/contacts-screen";
 import { RecordEngagementTab } from "@/components/g8/crm/record-engagement-tab";
 import { AddToListButton } from "@/components/g8/lists/add-to-list-button";
@@ -12,6 +13,7 @@ export default function Page() {
   const router = useRouter();
   return (
     <ContactsScreen
+      renderOwnerPicker={(picker) => <MemberPicker label="New owner" {...picker} />}
       onOpenCompany={(id) => router.push(`/companies?id=${id}`)}
       renderBulkActions={({ ids, clear }) => <AddToListButton contactIds={ids} onAdded={clear} />}
       renderDetailActions={(c) => (

package/stacks/mailchimp/pages/forms.tsx.tmpl

@@ -0,0 +1,36 @@
+"use client";
+
+// Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
+// other blocks of this app plugged into its slots. Edit freely: this file is yours.
+import { useRouter } from "next/navigation";
+import { ContactLookupLink, splitName } from "@/components/g8/crm/contact-lookup-link";
+import { FormsScreen } from "@/components/g8/forms/forms-screen";
+
+/** The first email-looking value a person typed into the form. Identifying fields are redacted for some keys: then there is no email and no button. */
+function emailOf(data: Record<string, unknown> | undefined): string | null {
+  for (const [key, value] of Object.entries(data ?? {})) {
+    if (/e-?mail/i.test(key) && typeof value === "string" && value.includes("@") && !value.includes("*")) return value.trim();
+  }
+  return null;
+}
+
+/** The submitter's name when the form asked for one. */
+function nameOf(data: Record<string, unknown> | undefined): { firstName?: string; lastName?: string } {
+  const get = (re: RegExp) => Object.entries(data ?? {}).find(([k, v]) => re.test(k) && typeof v === "string" && v.trim())?.[1] as string | undefined;
+  const first = get(/^first[ _-]?name$/i);
+  const last = get(/^last[ _-]?name$/i);
+  if (first || last) return { firstName: first?.trim(), lastName: last?.trim() };
+  return splitName(get(/^(full[ _-]?)?name$/i));
+}
+
+/** A submission opens the contact it created, or adds the person when no contact has that email. */
+export default function Page() {
+  const router = useRouter();
+  return (
+    <FormsScreen
+      renderSubmissionActions={(submission) => (
+        <ContactLookupLink email={emailOf(submission.form_data)} createIfMissing={nameOf(submission.form_data)} onOpen={(id) => router.push(`/contacts?id=${id}`)} />
+      )}
+    />
+  );
+}

package/stacks/mailchimp.json

@@ -50,7 +50,8 @@
       "component": "FormsScreen",
       "icon": "ClipboardList",
       "group": "Marketing",
-      "description": "Forms and their submissions"
+      "description": "Forms and their submissions",
+      "page": "pages/forms.tsx.tmpl"
     },
     {
       "label": "Contacts",

package/stacks/outreach/pages/calls.tsx.tmpl

@@ -3,21 +3,21 @@
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { useRouter } from "next/navigation";
-import { Button } from "@graph8/sdk/ui";
-import { UserRound } from "lucide-react";
+import { RecordOpenLinks } from "@/components/g8/crm/record-open-links";
 import { CallLogScreen } from "@/components/g8/dialer/call-log-screen";
 
-/** A call opens the person it was made to. */
+/** A call opens the person it was made to, and their company. The ids are checked against your CRM first, so a call whose contact is gone shows no link. */
 export default function Page() {
   const router = useRouter();
   return (
     <CallLogScreen
-      renderDetailActions={(call) => call.contact_id ? (
-        <Button size="sm" variant="outline" onClick={() => router.push(`/contacts?id=${encodeURIComponent(call.contact_id as string)}`)}>
-          <UserRound className="mr-1 size-4" aria-hidden />
-          Open contact
-        </Button>
-      ) : null}
+      renderDetailActions={(call) => (
+        <RecordOpenLinks
+          contactId={call.contact_id}
+          onOpenContact={(id) => router.push(`/contacts?id=${id}`)}
+          onOpenCompany={(id) => router.push(`/companies?id=${id}`)}
+        />
+      )}
     />
   );
 }

package/stacks/outreach/pages/campaigns.tsx.tmpl

@@ -0,0 +1,27 @@
+"use client";
+
+// Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
+// other blocks of this app plugged into its slots. Edit freely: this file is yours.
+import { useRouter } from "next/navigation";
+import { CampaignLinksTab } from "@/components/g8/campaigns/campaign-links";
+import { CampaignsScreen } from "@/components/g8/campaigns/campaigns-screen";
+
+/** A campaign lists its landing pages, workflows and newsletters. This app has no screens for them, so the rows show names only. */
+export default function Page() {
+  const router = useRouter();
+  return (
+    <CampaignsScreen
+      extraDetailTabs={[
+        {
+          id: "links",
+          label: "Links",
+          render: (c) => (
+            <CampaignLinksTab
+              campaignId={c.id}
+            />
+          ),
+        },
+      ]}
+    />
+  );
+}

package/stacks/outreach/pages/contacts.tsx.tmpl

@@ -3,6 +3,7 @@
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { RecordMeetingsTab } from "@/components/g8/appointments/record-meetings-tab";
+import { MemberPicker } from "@/components/g8/pickers/member-picker";
 import { ContactsScreen } from "@/components/g8/crm/contacts-screen";
 import { RecordEngagementTab } from "@/components/g8/crm/record-engagement-tab";
 import { CallContactButton } from "@/components/g8/dialer/call-contact-button";
@@ -18,6 +19,7 @@ export default function Page() {
   const router = useRouter();
   return (
     <ContactsScreen
+      renderOwnerPicker={(picker) => <MemberPicker label="New owner" {...picker} />}
       onOpenCompany={(id) => router.push(`/companies?id=${id}`)}
       renderBulkActions={({ ids, clear }) => (
         <>

package/stacks/outreach/pages/inbox-contact.tsx.tmpl

@@ -3,11 +3,11 @@
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { useRouter } from "next/navigation";
-import { ContactLookupLink } from "@/components/g8/crm/contact-lookup-link";
+import { ContactLookupLink, splitName } from "@/components/g8/crm/contact-lookup-link";
 import { InboxScreen } from "@/components/g8/inbox/inbox-screen";
 
-/** A conversation opens the sender when they are a contact in your CRM. */
+/** A conversation opens the sender when they are a contact in your CRM, or adds them when they are new. */
 export default function Page() {
   const router = useRouter();
-  return <InboxScreen renderDetailActions={(thread) => <ContactLookupLink email={thread.contact?.email} onOpen={(id) => router.push(`/contacts?id=${id}`)} />} />;
+  return <InboxScreen renderDetailActions={(thread) => <ContactLookupLink email={thread.contact?.email} createIfMissing={splitName(thread.contact?.name)} onOpen={(id) => router.push(`/contacts?id=${id}`)} />} />;
 }

package/stacks/outreach/pages/sequences.tsx.tmpl

@@ -3,10 +3,16 @@
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { useRouter } from "next/navigation";
+import { SequenceCampaignLink } from "@/components/g8/sequencer/sequence-campaign-link";
 import { SequencesScreen } from "@/components/g8/sequencer/sequences-screen";
 
-/** An enrolled person opens in Contacts. */
+/** An enrolled person opens in Contacts; a sequence opens, links or unlinks its campaign. */
 export default function Page() {
   const router = useRouter();
-  return <SequencesScreen onOpenContact={(id) => router.push(`/contacts?id=${id}`)} />;
+  return (
+    <SequencesScreen
+      onOpenContact={(id) => router.push(`/contacts?id=${id}`)}
+      renderDetailActions={(sequence) => <SequenceCampaignLink sequence={sequence} onOpenCampaign={(id) => router.push(`/campaigns?id=${encodeURIComponent(id)}`)} />}
+    />
+  );
 }

package/stacks/outreach.json

@@ -16,7 +16,8 @@
     "dialer",
     "phone-numbers",
     "appointments",
-    "analytics"
+    "analytics",
+    "email-signatures"
   ],
   "home": "/analytics",
   "nav": [
@@ -76,7 +77,8 @@
       "component": "CampaignsScreen",
       "icon": "Rocket",
       "group": "Engage",
-      "description": "Campaigns from brief to launch"
+      "description": "Campaigns from brief to launch",
+      "page": "pages/campaigns.tsx.tmpl"
     },
     {
       "label": "Inbox",
@@ -145,6 +147,15 @@
       "group": "Setup",
       "description": "Sending mailboxes and warmup health"
     },
+    {
+      "label": "Email signatures",
+      "path": "/email-signatures",
+      "block": "email-signatures",
+      "component": "EmailSignaturesScreen",
+      "icon": "PenLine",
+      "group": "Setup",
+      "description": "One signature for the team, kept on every mailbox"
+    },
     {
       "label": "Phone numbers",
       "path": "/phone-numbers",

package/stacks/pipedrive/pages/contacts.tsx.tmpl

@@ -5,6 +5,7 @@
 import { RecordMeetingsTab } from "@/components/g8/appointments/record-meetings-tab";
 import { ContactsScreen } from "@/components/g8/crm/contacts-screen";
 import { RecordEngagementTab } from "@/components/g8/crm/record-engagement-tab";
+import { CreateDealButton } from "@/components/g8/deals/create-deal-button";
 import { RecordDealsTab } from "@/components/g8/deals/record-deals-tab";
 import { RecordConversationsTab } from "@/components/g8/inbox/record-conversations-tab";
 import { RecordQuotesTab } from "@/components/g8/quotes/record-quotes-tab";
@@ -15,6 +16,7 @@ export default function Page() {
   return (
     <ContactsScreen
       onOpenCompany={(id) => router.push(`/companies?id=${id}`)}
+      renderDetailActions={(c) => <CreateDealButton contactId={c.id} onCreated={(id) => router.push(`/deals?id=${encodeURIComponent(id)}`)} />}
       extraDetailTabs={[
         { id: "meetings", label: "Meetings", render: (c) => <RecordMeetingsTab contactId={c.id} onOpenMeeting={(sel) => router.push(`/meetings?sel=${encodeURIComponent(sel)}`)} /> },
         { id: "quotes", label: "Quotes", render: (c) => <RecordQuotesTab kind="contacts" id={c.id} onOpenQuote={(id) => router.push(`/quotes?id=${encodeURIComponent(id)}`)} /> },

package/stacks/pipedrive/pages/inbox.tsx.tmpl

@@ -10,7 +10,7 @@ import { ApiError } from "@/components/g8/_foundation/api-error";
 import { EmptyState } from "@/components/g8/_foundation/empty-state";
 import { useG8Query } from "@/components/g8/_foundation/hooks/use-g8-query";
 import { g8Get } from "@/components/g8/_foundation/lib/g8-client";
-import { ContactLookupLink } from "@/components/g8/crm/contact-lookup-link";
+import { ContactLookupLink, splitName } from "@/components/g8/crm/contact-lookup-link";
 import { DealDetail } from "@/components/g8/deals/deal-detail";
 import { useDefaultOwner } from "@/components/g8/deals/hooks/use-default-owner";
 import { InboxScreen } from "@/components/g8/inbox/inbox-screen";
@@ -94,7 +94,7 @@ export default function Page() {
     <InboxScreen
       renderDetailActions={(thread) => (
         <>
-          <ContactLookupLink email={thread.contact?.email} onOpen={(id) => router.push(`/contacts?id=${id}`)} />
+          <ContactLookupLink email={thread.contact?.email} createIfMissing={splitName(thread.contact?.name)} onOpen={(id) => router.push(`/contacts?id=${id}`)} />
           <CreateDeal thread={thread} />
         </>
       )}

package/stacks/pipedrive.json

@@ -8,6 +8,7 @@
     "foundation",
     "crm",
     "mailboxes",
+    "email-signatures",
     "inbox",
     "appointments",
     "deals",
@@ -112,6 +113,15 @@
       "icon": "Mail",
       "group": "Setup",
       "description": "Sending mailboxes and warmup health"
+    },
+    {
+      "label": "Email signatures",
+      "path": "/email-signatures",
+      "block": "email-signatures",
+      "component": "EmailSignaturesScreen",
+      "icon": "PenLine",
+      "group": "Setup",
+      "description": "One signature for the team, kept on every mailbox"
     }
   ]
 }

package/stacks/salesforce/pages/companies.tsx.tmpl

@@ -5,6 +5,7 @@
 import { CompaniesScreen } from "@/components/g8/crm/companies-screen";
 import { RecordEngagementTab } from "@/components/g8/crm/record-engagement-tab";
 import { RecordDealsTab } from "@/components/g8/deals/record-deals-tab";
+import { RecordDocumentsTab } from "@/components/g8/documents/record-documents-tab";
 import { AddCompanyPeopleToListButton } from "@/components/g8/lists/add-company-people-to-list-button";
 import { RecordQuotesTab } from "@/components/g8/quotes/record-quotes-tab";
 import { useRouter } from "next/navigation";
@@ -19,6 +20,7 @@ export default function Page() {
       extraDetailTabs={[
         { id: "quotes", label: "Quotes", render: (c) => <RecordQuotesTab kind="companies" id={c.id} onOpenQuote={(id) => router.push(`/quotes?id=${encodeURIComponent(id)}`)} /> },
         { id: "deals", label: "Deals", render: (c) => <RecordDealsTab kind="companies" id={c.id} onOpenDeal={(id) => router.push(`/deals?id=${encodeURIComponent(id)}`)} /> },
+        { id: "documents", label: "Documents", render: (c) => <RecordDocumentsTab companyId={c.id} onOpenDocuments={(href) => router.push(href)} /> },
         { id: "engagement", label: "Engagement", render: (c) => <RecordEngagementTab kind="companies" id={c.id} /> },
       ]}
     />

package/stacks/salesforce/pages/contacts.tsx.tmpl

@@ -2,9 +2,12 @@
 
 // Generated by `graph8-sdk create {{stackId}}`. The {{block}} block's {{component}} (source in {{blockDir}}), with the
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
+import { MemberPicker } from "@/components/g8/pickers/member-picker";
 import { ContactsScreen } from "@/components/g8/crm/contacts-screen";
 import { RecordEngagementTab } from "@/components/g8/crm/record-engagement-tab";
+import { CreateDealButton } from "@/components/g8/deals/create-deal-button";
 import { RecordDealsTab } from "@/components/g8/deals/record-deals-tab";
+import { RecordDocumentsTab } from "@/components/g8/documents/record-documents-tab";
 import { AddToListButton } from "@/components/g8/lists/add-to-list-button";
 import { RecordListsTab } from "@/components/g8/lists/record-lists-tab";
 import { RecordQuotesTab } from "@/components/g8/quotes/record-quotes-tab";
@@ -14,17 +17,20 @@ export default function Page() {
   const router = useRouter();
   return (
     <ContactsScreen
+      renderOwnerPicker={(picker) => <MemberPicker label="New owner" {...picker} />}
       onOpenCompany={(id) => router.push(`/companies?id=${id}`)}
       renderBulkActions={({ ids, clear }) => <AddToListButton contactIds={ids} onAdded={clear} />}
       renderDetailActions={(c) => (
         <>
           <AddToListButton contactIds={[c.id]} />
+          <CreateDealButton contactId={c.id} onCreated={(id) => router.push(`/deals?id=${encodeURIComponent(id)}`)} />
         </>
       )}
       extraDetailTabs={[
         { id: "lists", label: "Lists", render: (c) => <RecordListsTab contactId={c.id} onOpenList={(id) => router.push(`/lists?id=${id}`)} /> },
         { id: "quotes", label: "Quotes", render: (c) => <RecordQuotesTab kind="contacts" id={c.id} onOpenQuote={(id) => router.push(`/quotes?id=${encodeURIComponent(id)}`)} /> },
         { id: "deals", label: "Deals", render: (c) => <RecordDealsTab kind="contacts" id={c.id} onOpenDeal={(id) => router.push(`/deals?id=${encodeURIComponent(id)}`)} /> },
+        { id: "documents", label: "Documents", render: (c) => <RecordDocumentsTab contactId={c.id} onOpenDocuments={(href) => router.push(href)} /> },
         { id: "engagement", label: "Engagement", render: (c) => <RecordEngagementTab kind="contacts" id={c.id} /> },
       ]}
     />

package/stacks/salesforce/pages/deals.tsx.tmpl

@@ -4,6 +4,7 @@
 // other blocks of this app plugged into its slots. Edit freely: this file is yours.
 import { useRouter } from "next/navigation";
 import { DealsScreen } from "@/components/g8/deals/deals-screen";
+import { RecordDocumentsTab } from "@/components/g8/documents/record-documents-tab";
 import { CreateQuoteFromDeal } from "@/components/g8/quotes/create-quote-from-deal";
 
 /** A deal opens its quotes, its contacts and (from a contact) their company. */
@@ -15,6 +16,9 @@ export default function Page() {
       renderQuoteActions={(deal) => <CreateQuoteFromDeal dealId={deal.id} />}
       onOpenContact={(id) => router.push(`/contacts?id=${id}`)}
       onOpenCompany={(id) => router.push(`/companies?id=${id}`)}
+      extraDetailTabs={[
+        { id: "documents", label: "Documents", render: (d) => <RecordDocumentsTab contactId={d.primary_contact?.id} scope="account" onOpenDocuments={(href) => router.push(href)} /> },
+      ]}
     />
   );
 }

package/stacks/salesforce.json

@@ -13,6 +13,7 @@
     "lifecycle",
     "deals",
     "quotes",
+    "documents",
     "analytics",
     "workflows",
     "copilot",
@@ -99,6 +100,15 @@
       "description": "Follow-ups due across your records",
       "page": "pages/tasks.tsx.tmpl"
     },
+    {
+      "label": "Documents",
+      "path": "/documents",
+      "block": "documents",
+      "component": "DocumentsScreen",
+      "icon": "FileText",
+      "group": "Work",
+      "description": "Library, security questionnaires and account correspondence"
+    },
     {
       "label": "Workflows",
       "path": "/workflows",