Libra CodeHub
CedarCopilot/cedar-mail
staging
Code
Pull requests
7
Commits
Insights
Runs
cedar-mail
/
.cursor
/
skills
/
data-integrity
SKILL.md
feat: account setup + sync improvements (9 items) - Item 1: Add STAGE FILTER block to Post-Event Task Executor prompt template in account-setup skill; add inactive-stage suppression to Task Aggregator - Item 2: Add CRM-linked deal gate in updateNextStepsAndTasksTool — injects <crm_task_gate> prompt section when user has CRM but conversation has no linked deal, preventing task creation for untracked prospects - Item 3: Add Step 4b (onlyDraftForLinkedDeals) to account-setup Phase 4 - Item 4a: Add deal `name` as first default CRM→Cedar mapping in HubSpot (dealname), Salesforce (Name), and Attio (name) drivers - Item 4b: Add Step 4c (name field humanOnly) to account-setup Phase 4 - Item 5: Add Step 5.5 (external CRM deal audit) to data-integrity skill covering stage count reconciliation, field mapping diffs, and domain mismatches - Item 6: Restructure Step 6 in data-integrity skill — primary method is now auditFieldMappingDiffs tRPC call; old SQL substeps become Step 6b fallback - Item 7: Default conversationCanvas to crmSynced=synced when CRM is connected (NewCanvasScreen.tsx, phase6-canvases.ts, account-setup skill Phase 6 note) - Item 8: Add opportunity creation defaults section to account-setup Phase 2B; add opportunity_creation row to skill content guide table - Item 9: Add co-run deals detection (scope: org) to account-setup Phase 1 and document AOP scope toggle in account-config what-goes-where.md Co-authored-by: Cursor <<email>>
May 23, 2026, 9:39 PM