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flowstate-epic-flowstate-apps-epicdm-flowstate-app-sales

Package-local agent skill for @epicdm/flowstate-app-sales.

Tags

Publisher

Versions

1 version published — latest: 1.0.0

  • 1.0.0
    publishedInvalid Date

Skill

flowstate-app-sales Package Skill

Package: @epicdm/flowstate-app-sales Repository: epic-flowstate-apps Path: packages/flowstate-app-sales Version: 1.0.0

Use this published Dojo skill as the package-level entrypoint. For detailed workflows, use the package-local skills listed below.

Primary Package Workflow

FlowState Sales App

Status: Active Purpose: Guide changes to @epicdm/flowstate-app-sales without drifting from host plugin contracts. Scope: packages/flowstate-app-sales. Trigger: Use when changing Sales routes, exports, plugin metadata, sidebar surfaces, or multiple sales workflows. Input: src/index.ts, src/plugin.ts, flowstate.plugin.json, src/App.tsx, touched hooks/components. Output: A source-backed Sales package change with verification notes.


Workflow

1. Check Host Integration

Compare salesPlugin in src/plugin.ts with flowstate.plugin.json: id sales, route /apps/sales, base path /sales, and sidebar links for dashboard, pipeline, deals, clients, contacts, quotes, invoices, payment plans, and settings.

2. Pick The Domain Skill

Use sales-crm-records for clients, contacts, and deals. Use sales-pipeline-configuration for pipelines and stages. Use sales-commercial-documents for quotes, invoices, line items, and payment plans.

3. Keep Public Exports Honest

When adding a public hook, schema, component, or utility, update src/index.ts. Do not export private page-only helpers unless downstream callers need them.

Verification

Run yarn workspace @epicdm/flowstate-app-sales typecheck and yarn workspace @epicdm/flowstate-app-sales build. Record that yarn workspace @epicdm/flowstate-app-sales test currently does not run src/__tests__/App.test.tsx.

Composition

Composes with collection/model skills from @epicdm/flowstate-collections because persisted model types are imported from that package.

Pitfalls

  • Do not infer all behavior from flowstate.plugin.json; it only declares sales.newDeal.
  • Keep Zod form schemas aligned with collection model expectations.
  • Do not edit .flowstate/dojo.

Done When

The plugin, manifest, exports, domain hooks, and verification notes all match the changed workflow.

Package Skill Inventory

Package Skill Inventory: @epicdm/flowstate-app-sales

Package Context

Sales has several user-facing feature groups, but most agent work repeats three patterns: app/plugin integration, collection CRUD, and financial document/pipeline workflows.

Skill Map

SkillTypeTriggerTeachesEvidenceDepends OnDojo
flowstate-app-salesorchestratorMaintaining Sales app packageRouting, plugin, sidebar, exports, verificationsrc/index.ts, src/plugin.ts, flowstate.plugin.jsonapp frameworkready-after-review
sales-crm-recordsworkflowChanging clients, contacts, or dealsuseRecords selectors and mutationssrc/hooks/useClientCRUD.ts, useContactCRUD.ts, useDealCRUD.tscollectionsready-after-review
sales-commercial-documentsworkflowChanging quotes, invoices, line items, or payment plansZod forms, totals, statuses, collection namessrc/hooks/useQuoteCRUD.ts, useInvoiceCRUD.ts, useLineItemCRUD.ts, usePaymentPlanCRUD.ts, src/utils/calculations.tscollectionsready-after-review
sales-pipeline-configurationworkflowChanging sales pipelines or stagesPipeline/stage hooks and kanban surfacessrc/hooks/usePipelineCRUD.ts, src/components/pipeline/*collectionsready-after-review

Anti-Sprawl Decision: Four skills cover all major Sales workflows without creating one skill per component.

Feature Coverage

Feature GroupSource EvidenceCovered ByNotes
App/plugin/sidebarsrc/plugin.ts, flowstate.plugin.jsonflowstate-app-salesHost integration.
Clients/contacts/dealsCRUD hooks and componentssales-crm-recordsDeal filters include client, pipeline, and stage.
Quotes/invoices/payment planshooks, schemas, utilssales-commercial-documentsWatch collection name paymentplans.
Pipeline stagesusePipelineCRUD.ts, pipeline componentssales-pipeline-configurationIncludes default pipeline lookup.

Composition Model

Start with flowstate-app-sales. Use a workflow skill for the touched domain, then return to orchestrator for exports and package verification.

Deferred Skills

  • Dashboard analytics skill deferred until dashboard calculations become richer than current utilities.
  • Command skill deferred because only sales.newDeal is declared.

Review Questions

  • Should package.json test run the existing App test?
  • Are quote/invoice number generators sufficient for persisted records?

Review Gate

Package Skills Review: @epicdm/flowstate-app-sales

Verdict

Pass with fixes

Findings

SeveritySkillIssueEvidenceRequired Fix
ImportantAllTest script drift limits verification.package.json says "No tests yet"; src/__tests__/App.test.tsx exists.Fix test script before publishing.

Coverage

Feature GroupStatusSkillNotes
App/plugin/exportsCoveredflowstate-app-salesSource-backed.
CRM recordsCoveredsales-crm-recordsClients, contacts, deals.
Commercial docsCoveredsales-commercial-documentsQuotes, invoices, line items, payment plans.
PipelineCoveredsales-pipeline-configurationPipelines and stages.

Drift and Contract Risks

AreaRiskEvidenceDecision
TestsExisting test not run by script.package.json, src/__tests__/App.test.tsx.Record as existing drift.
DojoGenerated prototype content..flowstate/dojo/*.Leave untouched.

Dojo Publication Decision

Defer until test-script drift is resolved or publication notes explicitly mark local-only verification limits.

Follow-Up Work

  • Add focused tests for calculations and CRUD hook selectors.
  • Decide whether sales.newDeal needs a source command handler.

Usage

Start with this skill to understand the package purpose, then use the package-local focused skills for specific workflows. Keep this Dojo version aligned with packages/flowstate-app-sales/package.json. Do not treat generated feature lists as lessons; use workflow evidence from CODE-REVIEW.md, SKILL-INVENTORY.md, and REVIEW.md.

Install

Run this in your project to install via CLI:

fscloud dojo skill install flowstate-epic-flowstate-apps-epicdm-flowstate-app-sales --target <target> --out ./skills

Replace <target> with your agent target identifier. See the CLI docs for details.