@growthub/cli 0.14.5 → 0.14.8

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

@@ -1,155 +0,0 @@
-# CRM Playbook — [CLIENT NAME]
-
-**Date:** YYYY-MM-DD  
-**Kit:** `growthub-twenty-crm-v1`  
-**Version:** v1
-
----
-
-## ABOUT THIS PLAYBOOK
-
-This playbook is the operating manual for the [CLIENT NAME] Twenty CRM workspace. It defines roles, daily workflows, pipeline procedures, enrichment cadences, and data hygiene rules. Every team member with CRM access should read and follow this document.
-
----
-
-## 1. TEAM ROLES AND PERMISSIONS
-
-| Role | Name | Access level | Responsibilities |
-|---|---|---|---|
-| CRM Admin | [name] | Full access | Object configuration, user management, integration maintenance |
-| Sales Rep | [name] | Create/edit own records | Lead creation, pipeline updates, note-taking |
-| CS Manager | [name] | Read + edit post-close | Customer success tracking, renewal management |
-
-**Onboarding new members:** CRM Admin creates workspace member in Settings > Members and assigns the correct role.
-
----
-
-## 2. DAILY WORKFLOW
-
-### Sales rep daily workflow
-
-1. Log in to Twenty and open the Opportunity pipeline view
-2. Review any new leads assigned to you (filter: `assignee = me`, `stage = LEAD`)
-3. Update stage for any leads that progressed since yesterday
-4. Add a Note for every contact or company you spoke with
-5. Check open Tasks due today and complete or reschedule them
-6. Before end of day: all new contacts from today's calls must be in Twenty
-
-### CRM admin daily workflow
-
-1. Check the import error log (if enrichment pipeline is running)
-2. Review any automation failures in the workflow logs
-3. Confirm new workspace members have correct permissions
-4. Spot-check 3–5 records for data quality (no blank required fields)
-
----
-
-## 3. PIPELINE MANAGEMENT PROCEDURES
-
-### Creating a new Opportunity
-
-1. Navigate to Opportunities
-2. Click `+ New`
-3. Fill in: name, stage, linked Person (pointOfContact), linked Company, amount, close date
-4. Set the assignee to the responsible sales rep
-5. Add a first Note with context
-
-### Moving a stage
-
-1. Open the Opportunity record
-2. Click the stage selector and choose the new stage
-3. Add a Note explaining the stage change (what happened, next step)
-4. If moving to `CLOSED_WON`: confirm amount and close date are accurate
-5. If moving to `CLOSED_LOST`: add a Note with the loss reason
-
-### Pipeline review (weekly — team)
-
-Run the pipeline report query (see API Query Plan) or filter in Twenty:
-- All Opportunities: stage in [QUALIFIED, DEMO, PROPOSAL]
-- Sort by close date ascending
-- Review top 10 by close date
-
----
-
-## 4. ENRICHMENT CADENCE
-
-**Enrichment schedule:** [one-time / weekly on [day] / monthly on [day] / event-triggered]
-
-**Enrichment procedure (if CSV-based):**
-
-1. Export contacts from [Apollo / Clay / source] with the filters defined in the Lead Enrichment Pipeline doc
-2. Open the CSV and remove any test or duplicate entries
-3. Import via Twenty: navigate to [Person / Company] > Import
-4. Select the field mapping profile saved as `[mapping-profile-name]`
-5. Run the import
-6. After import: check the error log and resolve skipped records
-
-**Enrichment procedure (if API/webhook-based):**
-
-The enrichment pipeline runs automatically via [webhook / scheduled API call]. Review the error log weekly and resolve any skipped records.
-
----
-
-## 5. REPORTING AND DASHBOARD INSTRUCTIONS
-
-### Pipeline health view
-
-**Filter:** Opportunities where stage is in [LEAD, QUALIFIED, DEMO, PROPOSAL]  
-**Group by:** Stage  
-**Sort by:** Close date ascending
-
-**Reading the view:**
-- Count of opportunities in each stage = pipeline coverage
-- Total amount in DEMO + PROPOSAL = near-term revenue signal
-- Opportunities with no stage update in 14+ days = stale — review and update or close
-
-### Contact view
-
-**Filter:** Persons created in the last 30 days  
-**Sort:** Created at descending
-
-Use this view weekly to confirm all new contacts are properly linked to Companies and have no missing required fields.
-
----
-
-## 6. ESCALATION AND HANDOFF PROTOCOLS
-
-### CRM data dispute
-
-If a record looks incorrect (wrong company, wrong stage, stale data):
-1. Do not delete — add a Note documenting the issue
-2. Tag `@[CRM Admin]` in the note
-3. CRM Admin resolves within 2 business days
-
-### Integration failure
-
-If the enrichment pipeline or a webhook stops working:
-1. CRM Admin checks the workflow logs in Twenty > Settings > Workflows
-2. If logs are inconclusive, check the error log from the enrichment provider
-3. Escalate to [developer contact] with the error message and timestamp
-
-### Offboarding a team member
-
-1. CRM Admin reassigns all open Opportunities from the departing member
-2. Reassign all open Tasks
-3. Deactivate the workspace member in Settings > Members
-
----
-
-## 7. MAINTENANCE AND DATA HYGIENE CHECKLIST
-
-**Weekly:**
-- [ ] Review import error log — resolve skipped records
-- [ ] Check open Opportunities for stale records (no update in 14 days)
-- [ ] Confirm all Closed Won / Closed Lost opportunities have a close reason Note
-
-**Monthly:**
-- [ ] Audit duplicate Person records (same email) — merge or remove
-- [ ] Audit Companies with no linked Persons — flag for review
-- [ ] Review workflow automation logs for failures
-- [ ] Update the CRM Playbook if any procedures have changed
-
-**Quarterly:**
-- [ ] Review custom object field usage — deprecate unused fields
-- [ ] Review pipeline stage definitions — adjust if the sales process has changed
-- [ ] Evaluate enrichment provider quality and coverage

package/assets/worker-kits/growthub-twenty-crm-v1/templates/crm-setup-brief.md

@@ -1,94 +0,0 @@
-# CRM Setup Brief — [CLIENT NAME]
-
-**Date:** YYYY-MM-DD  
-**Operator:** `twenty-crm-operator`  
-**Kit:** `growthub-twenty-crm-v1`  
-**Mode:** `[cloud / self-hosted / local-fork / agent-only]`
-
----
-
-## 1. CLIENT CONTEXT AND CRM OBJECTIVE
-
-**Client:** [CLIENT NAME]  
-**Industry:** [industry]  
-**Company size:** [N employees]  
-**CRM objective:** [primary objective — e.g. "Build a structured outbound sales pipeline with automated lead enrichment from Apollo"]
-
-**Why Twenty:**
-- [reason 1]
-- [reason 2]
-
----
-
-## 2. DEPLOYMENT MODE
-
-**Selected mode:** `[cloud / self-hosted / local-fork]`  
-**API URL:** [URL or TBD]  
-**Environment:** [production / staging / development]
-
-**Prerequisites confirmed:**
-- [ ] Twenty workspace created
-- [ ] API token generated
-- [ ] `node setup/verify-env.mjs` passes
-
----
-
-## 3. TEAM SIZE AND USER ROLES
-
-| Role | User | Permissions |
-|---|---|---|
-| CRM Admin | [name] | Full access |
-| Sales Rep | [name] | Create/edit Opportunities and Persons |
-| CS Manager | [name] | Read/edit Opportunities post-close |
-
-**Total workspace members:** [N]
-
----
-
-## 4. DATA SOURCES AND VOLUME ESTIMATES
-
-| Source | Object type | Estimated volume | Import method |
-|---|---|---|---|
-| [Apollo CSV export] | Person + Company | [N contacts] | CSV import |
-| [Stripe webhooks] | [custom object or Note] | [events/month] | Webhook |
-| [Intercom] | Note | [conversations/month] | Webhook |
-
----
-
-## 5. INTEGRATION SCOPE
-
-| Integration | Direction | Priority |
-|---|---|---|
-| [Apollo] | Inbound enrichment | High |
-| [Stripe] | Inbound webhook | High |
-| [Intercom] | Inbound webhook | Medium |
-| [Slack] | Outbound notification | Low |
-
----
-
-## 6. GO-LIVE TIMELINE AND MILESTONES
-
-| Milestone | Target date | Owner |
-|---|---|---|
-| Data model finalized | YYYY-MM-DD | [CRM admin] |
-| Initial import complete | YYYY-MM-DD | [CRM admin] |
-| Enrichment pipeline live | YYYY-MM-DD | [developer] |
-| Automations active | YYYY-MM-DD | [developer] |
-| Team onboarded | YYYY-MM-DD | [CRM admin] |
-
----
-
-## 7. SUCCESS CRITERIA
-
-- [ ] All [N] contacts imported and deduplicated against domain
-- [ ] Pipeline visible with [N] stages
-- [ ] At least [N] automations active (stage transitions, follow-up tasks)
-- [ ] Enrichment pipeline running on [cadence] cadence
-- [ ] All team members onboarded and using the CRM daily
-
----
-
-## OPEN QUESTIONS
-
-- [ ] [Open question 1]
-- [ ] [Open question 2]

package/assets/worker-kits/growthub-twenty-crm-v1/templates/custom-object-design.md

@@ -1,115 +0,0 @@
-# Custom Object Design — [CLIENT NAME]
-
-**Date:** YYYY-MM-DD  
-**Kit:** `growthub-twenty-crm-v1`  
-**Mode:** `[cloud / self-hosted / local-fork / agent-only]`
-
----
-
-## CUSTOM OBJECT: [OBJECT NAME]
-
-**Purpose:** [What problem this custom object solves — e.g. "Track partner accounts separate from customer companies"]  
-**Creation method:** `[Settings > Objects (UI) / metadata API]`  
-**Scope:** `[per-workspace / this client only]`
-
----
-
-## FIELD TABLE
-
-| Field name (camelCase) | Display label | Type | Required | Options / Notes |
-|---|---|---|---|---|
-| `[fieldName]` | [Label] | `TEXT` | [Yes / No] | |
-| `[fieldName]` | [Label] | `NUMBER` | [Yes / No] | |
-| `[fieldName]` | [Label] | `SELECT` | [Yes / No] | Options: [A, B, C] |
-| `[fieldName]` | [Label] | `RELATION` | [Yes / No] | Links to `[Object]` |
-| `[fieldName]` | [Label] | `DATE` | [Yes / No] | |
-| `[fieldName]` | [Label] | `BOOLEAN` | [Yes / No] | |
-| `[fieldName]` | [Label] | `LINK` | [Yes / No] | |
-| `[fieldName]` | [Label] | `EMAILS` | [Yes / No] | |
-| `[fieldName]` | [Label] | `CURRENCY` | [Yes / No] | Store in micros |
-
-**Select field options (if any):**
-
-| Field | Option value (SCREAMING_SNAKE_CASE) | Display label |
-|---|---|---|
-| `[fieldName]` | `[OPTION_A]` | [Label A] |
-| `[fieldName]` | `[OPTION_B]` | [Label B] |
-
----
-
-## RELATIONSHIP DEFINITIONS
-
-| Relation field | Direction | Target object | Cardinality | Notes |
-|---|---|---|---|---|
-| `[relationField]` | outgoing | `[TargetObject]` | many-to-one | [notes] |
-| `[relationField]` | incoming | `[TargetObject]` | one-to-many | [notes] |
-
-**Relationship map:**
-
-```text
-[CustomObject] ──── [relationField] ────> [TargetObject]
-[AnotherObject] <─── [inverseField] ─── [CustomObject]
-```
-
----
-
-## DISPLAY CONFIGURATION
-
-| Property | Value |
-|---|---|
-| Label (singular) | [e.g. Partner Account] |
-| Label (plural) | [e.g. Partner Accounts] |
-| Icon | [Twenty icon name — e.g. `building`, `user`, `star`] |
-| Default view | `[list / kanban]` |
-| Kanban grouping field (if kanban) | `[fieldName]` |
-
----
-
-## CREATION PROCEDURE
-
-### Via UI (Settings > Objects)
-
-1. Go to Settings > Objects
-2. Click `+ New custom object`
-3. Set label (singular and plural), icon
-4. Add each field from the field table above
-5. Configure select options for any SELECT fields
-6. Add relation fields and select the target object
-7. Save and activate the object
-
-### Via Metadata API
-
-```graphql
-mutation CreateCustomObject {
-  createOneObject(input: {
-    labelSingular: "[Label Singular]"
-    labelPlural: "[Label Plural]"
-    nameSingular: "[objectName]"
-    namePlural: "[objectNames]"
-    icon: "[icon-name]"
-    description: "[description]"
-  }) {
-    id
-    nameSingular
-    labelSingular
-  }
-}
-```
-
-Then add fields with `createOneField` mutations per field.
-
----
-
-## VALIDATION RULES
-
-| Rule | Field | Condition | Behavior |
-|---|---|---|---|
-| [Rule 1] | `[field]` | [condition] | [show error / block save] |
-| [Rule 2] | `[field]` | [condition] | [behavior] |
-
----
-
-## OPEN QUESTIONS
-
-- [ ] [Decision needed — e.g. "Should this object be visible to all team members or only admins?"]
-- [ ] [Question 2]

package/assets/worker-kits/growthub-twenty-crm-v1/templates/data-model-design.md

@@ -1,112 +0,0 @@
-# Data Model Design — [CLIENT NAME]
-
-**Date:** YYYY-MM-DD  
-**Kit:** `growthub-twenty-crm-v1`  
-**Mode:** `[cloud / self-hosted / local-fork / agent-only]`
-
----
-
-## 1. STANDARD OBJECTS IN USE
-
-| Object | In use? | Configuration notes |
-|---|---|---|
-| `Person` | [Yes / No] | [e.g. "primary contact object — email as dedup key"] |
-| `Company` | [Yes / No] | [e.g. "linked to Person via relation"] |
-| `Opportunity` | [Yes / No] | [e.g. "6-stage pipeline: Lead → Closed Won"] |
-| `Note` | [Yes / No] | [e.g. "used for Intercom conversation summaries"] |
-| `Task` | [Yes / No] | [e.g. "auto-created by stage-change automation"] |
-| `Workspace Member` | Yes | [roles: admin, sales, cs] |
-
----
-
-## 2. CUSTOM OBJECTS
-
-### [Custom Object Name 1]
-
-**Purpose:** [description]  
-**Creation method:** [UI (Settings > Objects) / metadata API]
-
-| Field name | Type | Required | Options / Notes |
-|---|---|---|---|
-| `[fieldName]` | `[TEXT / NUMBER / SELECT / RELATION / ...]` | [Yes / No] | [options or notes] |
-| `[fieldName]` | `[TYPE]` | [Yes / No] | |
-
-**Relationships:**
-- Links to `[Object]` via `[fieldName]` (one-to-one / one-to-many / many-to-many)
-
-**Display configuration:**
-- Label (singular): [label]
-- Label (plural): [label plural]
-- Icon: [Twenty icon name]
-- Default view: [list / kanban]
-
----
-
-## 3. PERSON OBJECT — FIELD CONFIGURATION
-
-| Field name | Type | Required | Notes |
-|---|---|---|---|
-| `name.firstName` | `TEXT` | Yes | |
-| `name.lastName` | `TEXT` | Yes | |
-| `emails.primaryEmail` | `EMAILS` | Yes | Dedup key |
-| `phones.primaryPhoneNumber` | `PHONES` | No | |
-| `company` | `RELATION` | No | Links to Company |
-| `position` | `TEXT` | No | Job title |
-| `linkedInLink.url` | `LINK` | No | |
-| `city` | `TEXT` | No | |
-| `[customField]` | `[TYPE]` | [Yes/No] | [source: enrichment provider] |
-
----
-
-## 4. COMPANY OBJECT — FIELD CONFIGURATION
-
-| Field name | Type | Required | Notes |
-|---|---|---|---|
-| `name` | `TEXT` | Yes | |
-| `domain` | `TEXT` | No | Dedup key |
-| `employees` | `NUMBER` | No | |
-| `annualRecurringRevenue.amountMicros` | `CURRENCY` | No | |
-| `address` | `ADDRESS` | No | |
-| `linkedInLink.url` | `LINK` | No | |
-| `[customField]` | `[TYPE]` | [Yes/No] | |
-
----
-
-## 5. OPPORTUNITY OBJECT — FIELD CONFIGURATION
-
-| Field name | Type | Required | Notes |
-|---|---|---|---|
-| `name` | `TEXT` | Yes | |
-| `stage` | `SELECT` | Yes | See stage options below |
-| `amount.amountMicros` | `CURRENCY` | No | Store in micros (×1,000,000) |
-| `closeDate` | `DATE` | No | ISO 8601 |
-| `pointOfContact` | `RELATION` | No | Links to Person |
-| `[customField]` | `[TYPE]` | [Yes/No] | |
-
-**Stage options (SELECT values):**
-
-| Value | Label | Order |
-|---|---|---|
-| `LEAD` | Lead | 1 |
-| `QUALIFIED` | Qualified | 2 |
-| `DEMO` | Demo | 3 |
-| `PROPOSAL` | Proposal | 4 |
-| `CLOSED_WON` | Closed Won | 5 |
-| `CLOSED_LOST` | Closed Lost | 6 |
-
----
-
-## 6. RELATIONSHIP MAP
-
-```text
-Person ──── company ────> Company
-Person <─── pointOfContact ─── Opportunity
-Company <─── [relation] ─── [CustomObject]
-```
-
----
-
-## 7. OPEN QUESTIONS / DECISIONS REQUIRED
-
-- [ ] [Decision 1 — e.g. "Should LeadSource be a custom field on Person or a separate custom object?"]
-- [ ] [Decision 2]

package/assets/worker-kits/growthub-twenty-crm-v1/templates/enrichment-field-map.md

@@ -1,100 +0,0 @@
-# Enrichment Field Map — [CLIENT NAME]
-
-**Date:** YYYY-MM-DD  
-**Kit:** `growthub-twenty-crm-v1`  
-**Provider:** [Apollo / Clearbit / Clay / Hunter / other]
-
----
-
-## PERSON FIELD MAP
-
-**Dedup key:** `emails.primaryEmail`  
-**Update frequency:** [weekly / monthly / on-trigger]
-
-| Provider field | Provider type | → | Twenty object | Twenty field | Twenty type | Transformation | Required |
-|---|---|---|---|---|---|---|---|
-| `first_name` | string | → | `Person` | `name.firstName` | `TEXT` | none | Yes |
-| `last_name` | string | → | `Person` | `name.lastName` | `TEXT` | none | Yes |
-| `email` | string | → | `Person` | `emails.primaryEmail` | `EMAILS` | lowercase, trim | Yes (dedup key) |
-| `phone_numbers[0].raw_number` | string | → | `Person` | `phones.primaryPhoneNumber` | `PHONES` | none | No |
-| `title` | string | → | `Person` | `position` | `TEXT` | none | No |
-| `linkedin_url` | string | → | `Person` | `linkedInLink.url` | `LINK` | none | No |
-| `city` | string | → | `Person` | `city` | `TEXT` | none | No |
-| `seniority` | string | → | `Person` | `[custom field: seniority]` | `SELECT` | map to SELECT options | No |
-| `departments` | array | → | `Person` | `[custom field: department]` | `TEXT` | join with comma | No |
-| `[provider field]` | [type] | → | `Person` | `[field]` | `[type]` | [transform] | [Yes/No] |
-
----
-
-## COMPANY FIELD MAP
-
-**Dedup key:** `domain`  
-**Update frequency:** [same as person / separate cadence]`
-
-| Provider field | Provider type | → | Twenty object | Twenty field | Twenty type | Transformation | Required |
-|---|---|---|---|---|---|---|---|
-| `organization.name` | string | → | `Company` | `name` | `TEXT` | none | Yes |
-| `organization.website_url` | string | → | `Company` | `domain` | `TEXT` | strip protocol, strip trailing slash | Yes (dedup key) |
-| `organization.estimated_num_employees` | integer | → | `Company` | `employees` | `NUMBER` | integer cast | No |
-| `organization.annual_revenue` | number | → | `Company` | `annualRecurringRevenue.amountMicros` | `CURRENCY` | multiply by 1,000,000 | No |
-| `organization.industry` | string | → | `Company` | `[custom field: industry]` | `SELECT` | map to SELECT options | No |
-| `organization.linkedin_url` | string | → | `Company` | `linkedInLink.url` | `LINK` | none | No |
-| `[provider field]` | [type] | → | `Company` | `[field]` | `[type]` | [transform] | [Yes/No] |
-
----
-
-## SELECT OPTION MAPPINGS
-
-### seniority → Person.seniority
-
-| Provider value | → | Twenty SELECT value |
-|---|---|---|
-| `founder` | → | `FOUNDER` |
-| `c_suite` | → | `C_SUITE` |
-| `vp` | → | `VP` |
-| `director` | → | `DIRECTOR` |
-| `manager` | → | `MANAGER` |
-| `individual_contributor` | → | `INDIVIDUAL_CONTRIBUTOR` |
-| `[value]` | → | `[TWENTY_VALUE]` |
-
-### industry → Company.industry
-
-| Provider value | → | Twenty SELECT value |
-|---|---|---|
-| `software` | → | `SOFTWARE` |
-| `saas` | → | `SOFTWARE` |
-| `fintech` | → | `FINTECH` |
-| `healthtech` | → | `HEALTHTECH` |
-| `ecommerce` | → | `ECOMMERCE` |
-| `[value]` | → | `[TWENTY_VALUE]` |
-
----
-
-## FIELDS EXCLUDED FROM ENRICHMENT
-
-| Provider field | Reason for exclusion |
-|---|---|
-| `id` | Internal provider ID — not stored in Twenty |
-| `photo_url` | Not mapped — no avatar field in standard Twenty |
-| `[field]` | [reason] |
-
----
-
-## EDGE CASES AND NOTES
-
-| Case | Handling |
-|---|---|
-| Email is null | Skip record — log to error file |
-| Domain is null on company | Attempt to extract from email domain — if still null, skip |
-| Multiple emails returned | Use `email` field as primary; log additional emails |
-| Revenue value is 0 | Do not import — leave `annualRecurringRevenue` blank |
-| [Case] | [handling] |
-
----
-
-## ENRICHMENT MATCH KEY SUMMARY
-
-| Object | Primary key | Secondary key | Fallback |
-|---|---|---|---|
-| `Person` | `emails.primaryEmail` | `linkedInLink.url` | Skip and log |
-| `Company` | `domain` | `name` (exact match) | Create new |