@growthub/cli 0.14.5 → 0.14.8

package/assets/worker-kits/growthub-twenty-crm-v1/skills.md

@@ -1,401 +0,0 @@
-# Twenty CRM Operator — Master Skill Doc
-
-**Source of truth for methodology. Read this file completely before beginning any task.**
-
----
-
-## QUICK REFERENCE TABLE
-
-| Resource | Path |
-|---|---|
-| Agent operating law | `workers/twenty-crm-operator/CLAUDE.md` |
-| Brand kit template | `brands/_template/brand-kit.md` |
-| Growthub example brand kit | `brands/growthub/brand-kit.md` |
-| Output contract | `output-standards.md` |
-| Runtime assumptions | `runtime-assumptions.md` |
-| Fork integration notes | `docs/twenty-fork-integration.md` |
-| API and webhooks doc | `docs/api-and-webhooks.md` |
-| Data model layer doc | `docs/data-model-layer.md` |
-| CRM setup brief | `templates/crm-setup-brief.md` |
-| Data model design | `templates/data-model-design.md` |
-| Lead enrichment pipeline | `templates/lead-enrichment-pipeline.md` |
-| Pipeline automation brief | `templates/pipeline-automation-brief.md` |
-| Webhook integration spec | `templates/webhook-integration-spec.md` |
-| API query plan | `templates/api-query-plan.md` |
-| CRM playbook | `templates/crm-playbook.md` |
-| Custom object design | `templates/custom-object-design.md` |
-| Import mapping | `templates/import-mapping.md` |
-| Workspace config checklist | `templates/workspace-config-checklist.md` |
-| Integration handoff | `templates/integration-handoff.md` |
-| Enrichment field map | `templates/enrichment-field-map.md` |
-| Sample CRM setup | `examples/crm-setup-sample.md` |
-| Sample enrichment pipeline | `examples/lead-enrichment-sample.md` |
-| Sample pipeline automation | `examples/pipeline-automation-sample.md` |
-| Sample CRM playbook | `examples/crm-playbook-sample.md` |
-
----
-
-## STEP 0 — BEFORE ANY TASK, ANSWER THESE QUESTIONS
-
-Before producing anything, confirm:
-
-1. Which client or brand is this for?
-2. What is the primary CRM use case?
-3. What data sources exist today?
-4. What deployment mode is the client using?
-5. Does the client have a local fork available for inspection?
-6. What is the expected go-live scope: data model only / pipeline only / full implementation?
-
-If any of these are unknown after the 3-question gate in CLAUDE.md, stop and ask.
-
----
-
-## STEP 1 — LOAD THE BRAND KIT
-
-Read `brands/<client-slug>/brand-kit.md` if it exists. Otherwise start from `brands/_template/brand-kit.md`.
-
-Extract:
-- client identity (name, slug, industry, company size)
-- primary CRM objective
-- current tech stack and data sources
-- pipeline stages and deal flow
-- team size and CRM admin capacity
-- target enrichment providers
-- existing deliverables log
-
-The brand kit drives all output naming, object naming conventions, and proposal context.
-
----
-
-## STEP 2 — CHECK THE WORKING SUBSTRATE
-
-If the user has a local Twenty fork, inspect it before planning anything.
-
-### Source-of-truth file order in the fork
-
-1. `README.md`
-2. `packages/twenty-server/src/modules/` — standard CRM object modules
-3. `packages/twenty-server/src/metadata/` — custom object and field metadata API
-4. `packages/twenty-server/src/api/` — REST and GraphQL endpoint definitions
-5. `packages/twenty-server/src/workflow/` — workflow trigger and action engine
-6. `packages/twenty-front/src/modules/` — UI module definitions
-7. `packages/twenty-cli/src/` — CLI command surface
-8. `docker-compose.yml` — self-hosted stack definition
-
-### What to verify in the fork
-
-- Which standard CRM objects are present (`Person`, `Company`, `Opportunity`, etc.)
-- Whether the metadata API is enabled and accessible
-- What workflow trigger types are implemented
-- Whether webhook outbound actions are supported
-- What the GraphQL schema looks like for the target objects
-- Which CLI commands are available
-- Whether any custom modules are already registered
-
-If the fork cannot be inspected, use the frozen assumptions in `runtime-assumptions.md` and label outputs `assumption-based`.
-
----
-
-## STEP 3 — WORKFLOW SELECTION LOGIC
-
-Select the narrowest workflow scope that satisfies the real job.
-
-| Workflow | Primary Use | Data Model Required? | Automation Required? |
-|---|---|---|---|
-| `crm-setup` | Net-new workspace from scratch | Yes | Optional |
-| `data-model` | Object schema design only | Yes | No |
-| `lead-enrichment` | Import + enrichment pipeline | Yes | Optional |
-| `pipeline-automation` | Trigger-action automation | Existing model assumed | Yes |
-| `webhook-integration` | External event or outbound hook | Existing model assumed | Yes |
-| `api-reporting` | Query plans for data access | Existing model assumed | No |
-| `full-playbook` | All-in CRM operator documentation | Yes | Yes |
-
-Default selection rules:
-- "Set up Twenty from scratch" → `crm-setup` → escalate to `full-playbook`
-- "Design objects for X use case" → `data-model`
-- "Connect Apollo / Clearbit / Clay" → `lead-enrichment`
-- "Automate follow-up / stage transitions" → `pipeline-automation`
-- "Connect Segment / Stripe / Intercom" → `webhook-integration`
-- "Build a dashboard or export data" → `api-reporting`
-
----
-
-## STEP 4 — DATA MODEL DESIGN LOGIC
-
-Twenty supports both standard objects and fully custom metadata-defined objects.
-
-### Standard objects (always available)
-
-| Object | Purpose | Key fields |
-|---|---|---|
-| `Person` | Individual contacts | name, email, phone, company, city, linkedInLink, position |
-| `Company` | Organizations | name, domain, employees, annualRecurringRevenue, address |
-| `Opportunity` | Deals and pipeline | name, stage, amount, closeDate, pointOfContact |
-| `Note` | Freeform notes | body, author, target (relation) |
-| `Task` | Action items | title, dueAt, assignee, status, target (relation) |
-| `Workspace Member` | Team users | name, email, role |
-
-### Custom objects
-
-When standard objects do not fit the use case:
-
-1. Define the object in `templates/custom-object-design.md`
-2. Specify all fields (name, type, required, select options if enum)
-3. Define relationships to standard or other custom objects
-4. Document whether creation is via UI (`Settings > Objects`) or metadata API
-5. Define the default view configuration
-
-### Field types available in Twenty
-
-- `TEXT` — single-line text
-- `RICH_TEXT` — multi-line rich text
-- `NUMBER` — numeric (integer or decimal)
-- `BOOLEAN` — true/false toggle
-- `DATE` — date only
-- `DATE_TIME` — date and time
-- `SELECT` — single-choice from predefined options
-- `MULTI_SELECT` — multi-choice from predefined options
-- `RELATION` — link to another object (one-to-one, one-to-many, many-to-many)
-- `LINK` — URL field (label + href)
-- `EMAILS` — multi-email field with primary designation
-- `PHONES` — multi-phone field with primary designation
-- `CURRENCY` — amount + currency code pair
-- `ADDRESS` — structured address (street, city, state, country, postalCode)
-- `RATING` — 1–5 star rating
-
-### Naming conventions
-
-- Object names: PascalCase (`LeadScore`, `PartnerAccount`)
-- Field names: camelCase (`enrichmentSource`, `closeDate`)
-- Select option values: SCREAMING_SNAKE_CASE (`QUALIFIED`, `NOT_INTERESTED`)
-
----
-
-## STEP 5 — LEAD ENRICHMENT PIPELINE LOGIC
-
-Enrichment pipelines connect external data providers to Twenty CRM contact and company records.
-
-### Supported enrichment patterns
-
-| Pattern | Description |
-|---|---|
-| CSV import + field map | Bulk import from Apollo/Clay export with field-to-Twenty mapping |
-| Webhook ingest | Inbound webhook from enrichment provider populates records |
-| GraphQL mutation | Direct API call to create/update Person or Company records |
-| REST API batch | POST to Twenty REST API with enriched data |
-
-### Deduplication strategy (required)
-
-Every enrichment pipeline must define a match key before import:
-
-| Match key | When to use |
-|---|---|
-| `email` | Primary match for Person objects — highest reliability |
-| `domain` | Primary match for Company objects |
-| `linkedInLink` | Secondary match for Person when email is unavailable |
-| `phone` | Tertiary match — use only when domain and email are both absent |
-| Composite | Email + domain for contacts with company context |
-
-Deduplication behavior in Twenty:
-- On import, Twenty checks for existing records matching the key field
-- If a match is found: update existing record (merge mode)
-- If no match: create new record (insert mode)
-- Always document whether the pipeline runs in merge or insert-only mode
-
-### Enrichment field map requirements
-
-For every provider integration, produce an `EnrichmentFieldMap` that lists:
-- provider field name
-- provider data type
-- target Twenty object
-- target Twenty field name
-- target Twenty field type
-- transformation required (none / normalize / truncate / format)
-- required / optional
-
-Use `templates/enrichment-field-map.md`.
-
----
-
-## STEP 6 — PIPELINE AUTOMATION LOGIC
-
-Twenty's workflow engine supports trigger-action automation for any object.
-
-### Trigger types
-
-| Trigger | Event |
-|---|---|
-| `on_create` | A record of the specified object type is created |
-| `on_update` | A record is updated (optionally scoped to specific fields) |
-| `on_field_change` | A specific field value changes (supports before/after conditions) |
-| `on_delete` | A record is deleted |
-| `on_schedule` | Time-based trigger (cron expression) |
-| `on_webhook` | Inbound webhook event triggers a workflow |
-
-### Action types
-
-| Action | What it does |
-|---|---|
-| `update_field` | Set one or more fields on the trigger record or a related record |
-| `create_record` | Create a new record of any object type |
-| `send_webhook` | Fire an outbound HTTP POST to an external endpoint |
-| `assign_owner` | Assign the record to a specific workspace member or rotation |
-| `create_task` | Create a Task linked to the trigger record |
-| `send_notification` | In-app notification to a workspace member |
-
-### Automation design rules
-
-- One trigger per workflow — do not chain triggers into a single workflow definition
-- Conditions on `on_update` must specify which field changed and what values are relevant
-- `send_webhook` actions must include the full endpoint, payload schema, and retry policy
-- Every automation must have an explicit "when this fails" path documented
-- Do not design polling loops when `on_update` or `on_webhook` triggers are available
-
----
-
-## STEP 7 — API AND WEBHOOK INTEGRATION LOGIC
-
-### GraphQL API
-
-Twenty's GraphQL API is the primary data access surface.
-
-Common query patterns:
-
-```graphql
-# Fetch all persons with company relation
-query {
-  people {
-    edges {
-      node {
-        id
-        name { firstName lastName }
-        emails { primaryEmail }
-        company { name domain }
-        createdAt
-      }
-    }
-  }
-}
-
-# Create a person record
-mutation {
-  createPerson(data: {
-    name: { firstName: "Jane", lastName: "Doe" }
-    emails: { primaryEmail: "jane@example.com" }
-    companyId: "<company-id>"
-  }) {
-    id
-    createdAt
-  }
-}
-
-# Update an opportunity stage
-mutation {
-  updateOpportunity(
-    id: "<opportunity-id>"
-    data: { stage: "CLOSING" }
-  ) {
-    id
-    stage
-    updatedAt
-  }
-}
-```
-
-### REST API
-
-Twenty provides a REST API at `/api/objects/<object-name>` for simple CRUD operations.
-
-```bash
-# GET all companies
-GET /api/objects/companies
-
-# POST a new person
-POST /api/objects/people
-Content-Type: application/json
-Authorization: Bearer <app-token>
-
-# PATCH update a field
-PATCH /api/objects/opportunities/<id>
-```
-
-### Webhooks
-
-Twenty emits webhook events for object lifecycle events.
-
-Event naming pattern: `<object>.<event>` (e.g., `opportunity.created`, `person.updated`)
-
-Every webhook spec must define:
-- event name
-- trigger object and conditions
-- payload schema (what Twenty sends)
-- target endpoint URL pattern
-- auth mechanism on the receiving end
-- retry policy (Twenty default: 3 attempts with exponential backoff)
-
----
-
-## STEP 8 — IMPORT AND MIGRATION LOGIC
-
-When migrating from another CRM (Salesforce, HubSpot, Pipedrive, Airtable):
-
-### Import workflow
-
-1. Export data from source CRM as CSV
-2. Clean and deduplicate the CSV (remove test records, normalize email format)
-3. Produce an `ImportMapping` document that maps every source column to a Twenty field
-4. Run a sample import (first 50 rows) and verify field alignment
-5. Run the full import
-6. Run a post-import audit: record count, duplicate check, relation integrity
-
-### Common source-to-Twenty field mappings
-
-| Source (generic) | Twenty Field | Object | Notes |
-|---|---|---|---|
-| First Name | `name.firstName` | Person | |
-| Last Name | `name.lastName` | Person | |
-| Email | `emails.primaryEmail` | Person | Use as dedup key |
-| Phone | `phones.primaryPhoneNumber` | Person | |
-| Company Name | `company.name` | Company | Create or link |
-| Company Domain | `company.domain` | Company | Use as dedup key |
-| Job Title | `position` | Person | |
-| LinkedIn URL | `linkedInLink.url` | Person | |
-| Deal Name | `name` | Opportunity | |
-| Deal Stage | `stage` | Opportunity | Map to Twenty select values |
-| Deal Value | `amount.amountMicros` | Opportunity | Multiply by 1,000,000 for micros |
-| Close Date | `closeDate` | Opportunity | ISO 8601 format |
-
----
-
-## STEP 9 — OUTPUT ORDER
-
-Produce artifacts in this strict order:
-
-1. CRM Setup Brief (`templates/crm-setup-brief.md`)
-2. Data Model Design (`templates/data-model-design.md`)
-3. Lead Enrichment Pipeline (`templates/lead-enrichment-pipeline.md`)
-4. Pipeline Automation Brief (`templates/pipeline-automation-brief.md`)
-5. Webhook Integration Spec (`templates/webhook-integration-spec.md`)
-6. API Query Plan (`templates/api-query-plan.md`)
-7. Custom Object Design (`templates/custom-object-design.md`) — if custom objects required
-8. Import Mapping (`templates/import-mapping.md`) — if data migration required
-9. Workspace Config Checklist (`templates/workspace-config-checklist.md`)
-10. Integration Handoff (`templates/integration-handoff.md`)
-11. Enrichment Field Map (`templates/enrichment-field-map.md`)
-12. CRM Playbook (`templates/crm-playbook.md`)
-
----
-
-## STEP 10 — QUALITY BAR
-
-Good output looks like this:
-
-- all object schemas are grounded in Twenty's actual field types and naming conventions
-- data model is complete before any automation or pipeline spec is written
-- deduplication key is explicitly named in every import or enrichment pipeline
-- every automation trigger-action pair has a named failure path
-- webhook specs include the full payload schema, not just the event name
-- GraphQL queries are syntactically correct and reference real Twenty field paths
-- CRM playbook is written at a level a non-technical team member can execute
-- every output file can be handed to a developer or CRM admin and acted on immediately
-- no filler paragraphs — every sentence either presents a decision, explains a constraint, or specifies an action

package/assets/worker-kits/growthub-twenty-crm-v1/templates/api-query-plan.md

@@ -1,179 +0,0 @@
-# API Query Plan — [CLIENT NAME]
-
-**Date:** YYYY-MM-DD  
-**Kit:** `growthub-twenty-crm-v1`  
-**Mode:** `[cloud / self-hosted / local-fork / agent-only]`
-
----
-
-## QUERY INVENTORY
-
-| # | Name | Type | Object | Use case |
-|---|---|---|---|---|
-| 1 | [Name] | [GraphQL / REST] | [object] | [use case] |
-| 2 | [Name] | [GraphQL / REST] | [object] | [use case] |
-
----
-
-## QUERY 1 — [NAME]
-
-**Use case:** [What this query supports — e.g. "Weekly pipeline report: all open Opportunities by stage"]  
-**Consumer:** [dashboard / export script / integration / reporting tool]  
-**Type:** `GraphQL`
-
-### Query
-
-```graphql
-query GetOpenOpportunitiesByStage($filter: OpportunityFilterInput) {
-  opportunities(filter: $filter, orderBy: { createdAt: DescNullsLast }) {
-    edges {
-      node {
-        id
-        name
-        stage
-        amount { amountMicros currencyCode }
-        closeDate
-        pointOfContact {
-          name { firstName lastName }
-          emails { primaryEmail }
-        }
-        company { name domain }
-        createdAt
-        updatedAt
-      }
-    }
-    totalCount
-  }
-}
-```
-
-**Variables:**
-
-```json
-{
-  "filter": {
-    "stage": { "in": ["LEAD", "QUALIFIED", "DEMO", "PROPOSAL"] }
-  }
-}
-```
-
-**Expected response structure:**
-
-```json
-{
-  "data": {
-    "opportunities": {
-      "edges": [
-        {
-          "node": {
-            "id": "...",
-            "name": "...",
-            "stage": "QUALIFIED",
-            "amount": { "amountMicros": 10000000, "currencyCode": "USD" }
-          }
-        }
-      ],
-      "totalCount": 42
-    }
-  }
-}
-```
-
-**Authentication:**
-
-```
-Authorization: Bearer <TWENTY_API_TOKEN>
-Content-Type: application/json
-POST <TWENTY_API_URL>/graphql
-```
-
----
-
-## QUERY 2 — [NAME]
-
-**Use case:** [description]  
-**Consumer:** [consumer]  
-**Type:** `[GraphQL / REST]`
-
-### REST Query (if applicable)
-
-```bash
-GET <TWENTY_API_URL>/api/objects/people?filter=emails.primaryEmail[eq]=jane@example.com
-Authorization: Bearer <TWENTY_API_TOKEN>
-```
-
-### GraphQL Query (if applicable)
-
-```graphql
-query {
-  # [query here]
-}
-```
-
----
-
-## QUERY 3 — MUTATION: CREATE PERSON
-
-**Use case:** [e.g. "Create a new Person record from enrichment pipeline"]  
-**Type:** `GraphQL mutation`
-
-```graphql
-mutation CreatePerson($data: PersonCreateInput!) {
-  createPerson(data: $data) {
-    id
-    name { firstName lastName }
-    emails { primaryEmail }
-    createdAt
-  }
-}
-```
-
-**Variables:**
-
-```json
-{
-  "data": {
-    "name": { "firstName": "Jane", "lastName": "Doe" },
-    "emails": { "primaryEmail": "jane@example.com" },
-    "position": "Head of Growth",
-    "linkedInLink": { "url": "https://linkedin.com/in/janedoe", "label": "LinkedIn" }
-  }
-}
-```
-
----
-
-## QUERY 4 — MUTATION: UPDATE OPPORTUNITY STAGE
-
-**Use case:** [e.g. "Automation updates stage when deal is marked as won"]  
-**Type:** `GraphQL mutation`
-
-```graphql
-mutation UpdateOpportunityStage($id: ID!, $stage: String!) {
-  updateOpportunity(id: $id, data: { stage: $stage }) {
-    id
-    stage
-    updatedAt
-  }
-}
-```
-
-**Variables:**
-
-```json
-{
-  "id": "<opportunity-id>",
-  "stage": "CLOSED_WON"
-}
-```
-
----
-
-## RATE LIMITS AND CONSTRAINTS
-
-| Constraint | Value | Notes |
-|---|---|---|
-| GraphQL endpoint | `<TWENTY_API_URL>/graphql` | All mutations and queries |
-| REST endpoint | `<TWENTY_API_URL>/api/objects/<object>` | CRUD only |
-| Auth | Bearer token | Workspace-scoped |
-| [Rate limit if known] | [value] | [notes] |