Initial skills documentation — 25 categories, all SKILL.md + references + scripts

2026-07-15 17:42:20 -04:00
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+# TwentyCRM Custom Object & Field Setup (DRE)
+
+## Deployment
+- Installed at `/root/docker/twenty/` via Docker Compose
+- Access: `https://crm.debtrecoveryexperts.com`
+- API key: `TWENTY_CRM_API_KEY` in `~/.hermes/.env`
+- Metadata API endpoint: `POST https://crm.debtrecoveryexperts.com/metadata`
+- GraphQL endpoint: `POST https://crm.debtrecoveryexperts.com/graphql`
+- REST endpoint: `GET/POST/DELETE https://crm.debtrecoveryexperts.com/rest/{object-name}`
+
+## Critical Config
+- `SERVER_URL` in `.env` must be set to the public domain, not `localhost`
+- `REACT_APP_SERVER_BASE_URL` must be passed to the `server` container (copy from `SERVER_URL`)
+- Port mapped: `3001:3000` in docker-compose (not 3000 directly)
+
+## Custom Objects Created for DRE
+
+### Claims
+ID: `0c6808cf-b5e8-4f39-8c4f-6dc6b7d029f3`
+Fields: claimNumber (TEXT), claimAmount (NUMBER), debtType (TEXT), currentTier (TEXT), status (TEXT), state (TEXT), dateFiled (DATE), aiScore (NUMBER), description (TEXT)
+
+### Debtors
+ID: `bac887ba-22a9-46fe-b988-e1985ee19b29`
+Fields: businessName (TEXT), contactName (TEXT), email (TEXT), phone (TEXT), address (TEXT), businessType (TEXT), notes (TEXT)
+
+### Payments
+ID: `bde74e7b-b1c2-48eb-be5b-f3ea2207873c`
+Fields: paymentAmount (NUMBER), paymentDate (DATE), paymentMethod (TEXT), dreFee (NUMBER), costsDeducted (NUMBER), netToClient (NUMBER)
+
+### Case Notes
+ID: `176736a7-6d3b-4129-ac03-67cea102d618`
+Fields: content (TEXT), timestamp (DATE)
+
+## Field Creation (GraphQL Metadata API)
+```graphql
+mutation {
+  createOneField(input: {
+    field: {
+      name: "fieldName", label: "Field Label", type: TEXT,
+      objectMetadataId: "uuid-of-object"
+    }
+  }) { id name }
+}
+```
+
+## RELATION Field Creation
+```graphql
+mutation {
+  createOneField(input: {
+    field: {
+      name: "debtorRelation", label: "Debtor", type: RELATION,
+      objectMetadataId: "source-object-uuid",
+      relationCreationPayload: {
+        type: "MANY_TO_ONE",
+        targetObjectMetadataId: "target-object-uuid",
+        targetFieldLabel: "Related Field Label",
+        targetFieldIcon: "IconBriefcase"
+      }
+    }
+  }) { id name }
+}
+```
+
+## Relationship Creation Status
+- Claim → Debtor: MANY_TO_ONE ✓ (confirmed working)
+- Payment → Claim: via UI (API needs different payload format)
+- Case Note → Claim: via UI
+
+## Deleting Default Data
+- Objects via REST: `DELETE https://crm.debtrecoveryexperts.com/rest/{object-name}/{id}`
+- Workflows: `DELETE https://crm.debtrecoveryexperts.com/rest/workflows/{id}`
+- Two default workflows deleted: "Create company when adding a new person" and "Quick Lead"
+
+## Common Pitfalls
+- RELATION type fields need `relationCreationPayload` at the field level
+- Field types use UPPERCASE enum names without quotes in GraphQL
+- Use `objectMetadataId` NOT `objectId`
+- REST endpoints are plural: `/rest/workflows`, `/rest/companies`
+- API key is workspace-scoped — one key per workspace
+- Portal/UI login and API login are separate sessions