Twenty - open-source CRM

Twenty is an open-source CRM system designed to manage customer relationships and streamline business processes. It features a web frontend, backend services, email handling, and a Chrome extension, providing a comprehensive solution for both human users and integrating systems. The product leverages a modern tech stack, including TypeScript, React, Node.js, and GraphQL, to ensure modularity and integration across its components.

• Provide a seamless user experience for managing customer relationships.
• Enable integration with external services to enhance CRM capabilities.
• Ensure secure and reliable user authentication and session management.
• Facilitate automated email communications and notifications.
• Support customizable user interface themes for personalization.

• User adoption and satisfaction rates.
• Number of successful integrations with external services.
• Reduction in manual email communication tasks.
• Increased user engagement through personalized themes.
• System uptime and reliability metrics.

• User Management and Authentication
  1. As new user, I want to sign up using my email and password so that I can create an account and access the CRM
  2. As user, I want to log in using my Google account so that I can access the CRM without creating a new account
  3. As user, I want to reset my password if I forget it so that I can regain access to my account
• Email Notifications and Communications
  1. As user, I want to receive an email with a password reset link so that I can reset my password securely
  2. As user, I want to receive an invitation email to join a workspace so that I can easily join and collaborate with my team
  3. As user, I want to receive an email verification link so that I can confirm my email address
  4. As user, I want to receive notifications about workspace suspension so that I can take necessary actions to prevent data loss
• Data Visualization and Reporting
  1. As CRM user, I want to see my activity data visualized in a calendar format so that I can easily understand my activity patterns over time
• Integration with External Services
  1. As CRM user, I want to manage integrations with external services so that I can extend the CRM's functionality with third-party tools
• Customizable User Interface Themes
  1. As CRM user, I want to change the interface theme so that the CRM matches my personal preferences or company branding
  2. As CRM user, I want to modify the colors and styles of a theme so that I can create a unique look for my CRM interface
• Activity Logging and Tracking
  1. As system administrator, I want to track user activities within the CRM so that I can audit user actions and ensure compliance
  2. As developer, I want to monitor system events and errors so that I can quickly identify and resolve issues
• Chrome Extension for CRM Functionality
  1. As CRM user, I want the extension to maintain my authentication state so that I don't have to log in repeatedly
• Infrastructure and Deployment Management
  1. As DevOps Engineer, I want to deploy the CRM application using Kubernetes so that I can ensure scalability and reliability.
  2. As Developer, I want to use Docker to manage my development environment so that I can quickly build and test changes locally.
  3. As System Administrator, I want to manage the CRM's database deployment using Kubernetes so that I can maintain data persistence and security.
  4. As DevOps Engineer, I want to deploy Redis using Kubernetes for message queuing to improve system performance.
• UI Component Library
  1. As developer, I want to use the UI Component Library so that I can build consistent and efficient user interfaces for the CRM
• Database Schema Management
  1. As system administrator, I want to initialize the database environment for the CRM so that the CRM can store and manage data effectively
• Zapier Integration
  1. As CRM user, I want to connect my Twenty CRM account to Zapier so that I can automate workflows with other applications
• User Sign-Up
  1. As new user, I want to sign up with my email and password so that I can access the CRM system
  2. As new user, I want to be added to an existing workspace if I have an invitation so that I can collaborate with my team
  3. As new user, I want to upload a profile picture during sign-up so that my account is personalized
• OAuth Login
  1. As user, I want to log in using my Google account so that I can access the CRM without creating a new account
  2. As user, I want to log in using my Microsoft account so that I can access the CRM without creating a new account
• Password Reset
  1. As User, I want to request a password reset link so that I can reset my password if I forget it
  2. As User, I want to reset my password using the link provided in the email so that I can regain access to my account
• Token Management
  1. As User, I want to receive an access token upon login so that I can securely access the CRM features
  2. As User, I want to renew my access token using a refresh token so that I can continue using the CRM without re-authenticating
  3. As User, I want to reset my password using a token so that I can regain access to my account if I forget my password
• Password Reset Email
  1. As user, I want to receive an email with a password reset link so that I can reset my password securely
• Workspace Invitation Email
  1. As new user, I want to receive an email invitation to join a workspace so that I can easily join the workspace by following the provided link
• Customizable Data Visualizations
  1. As CRM user, I want to change the color scheme of my data visualizations so that they align with my company's branding
  2. As CRM user, I want to set specific date ranges for my data visualizations so that I can focus on the most relevant data
  3. As CRM user, I want to choose which data types are displayed in my visualizations so that I can analyze the data that matters most to me
• Export Data Reports
  1. As CRM user, I want to export data reports as PDF so that I can share them with stakeholders who prefer document formats
• Data Filtering and Segmentation
  1. As CRM user, I want to filter data by specific time periods so that I can analyze user activity trends over time
  2. As CRM user, I want to segment data based on user activities so that I can focus on specific user behaviors

• Product kind: Mixed (UI + service)
• Must support both development and production environments using Docker and Kubernetes.
• Ensure secure handling of user authentication and session tokens.
• Maintain a consistent design language across the UI using a component library.
• The project emphasizes modularity and integration, leveraging a modern tech stack for both frontend and backend development.
• Infrastructure is managed using Docker, Kubernetes, and Terraform.
• Package gap-fill: +3 candidates (kept first-pass list; model notes: The additions cover distinct functionalities not represented by existing candidates, focusing on UI components, database management, and third-party integrations.)
• Skipped .github: Contains CI/CD workflows, issue templates, and documentation not directly implementing product features.
• Skipped tools: Contains internal tooling not directly related to product features.
• Skipped .vscode: Editor configuration files.
• Skipped .dockerignore: Configuration file for Docker, not product code.
• Skipped .eslintrc.cjs: Linting configuration, not product code.
• Skipped .eslintrc.react.cjs: Linting configuration, not product code.
• Skipped .gitignore: Git configuration file, not product code.
• Skipped .nvmrc: Node version manager configuration, not product code.
• Skipped .nx: Build tool configuration, not product code.
• Skipped .prettierignore: Prettier configuration, not product code.
• Skipped .prettierrc: Prettier configuration, not product code.
• Skipped .vale.ini: Linting configuration, not product code.
• Skipped .yarn: Package manager internals, not product code.
• Skipped .yarnrc.yml: Yarn configuration, not product code.
• Skipped license: License file, not product code.
• Skipped makefile: Build script, not product code.
• Skipped readme.md: Documentation, not product code.
• Skipped install.sh: Installation script, not product code.
• Skipped jest.config.js: Testing configuration, not product code.
• Skipped jest.preset.js: Testing configuration, not product code.
• Skipped nx: Build tool configuration, not product code.
• Skipped nx.json: Build tool configuration, not product code.
• Skipped package.json: Package manager configuration, not product code.
• Skipped render.yaml: Deployment configuration, not product code.
• Skipped tsconfig.base.json: TypeScript configuration, not product code.
• Skipped packages/twenty-postgres/makefile: Tool reported git submodule — out of this project scope
• Skipped packages/twenty-postgres/linux/dockerfile: Tool reported git submodule — out of this project scope
• Skipped packages/twenty-docker/makefile: Tool reported git submodule — out of this project scope
• Skipped packages/twenty-front/.eslintrc-ci.cjs: Already read
• Skipped packages/twenty-front/.eslintrc.cjs: Already read
• Skipped packages/twenty-front/.storybook/main.ts: Already read
• Skipped packages/twenty-server/.eslintrc.cjs: Already read
• Skipped packages/twenty-server/jest.config.ts: Already read
• Skipped packages/twenty-server/scripts/setup-db.ts: Already read
• Skipped packages/twenty-website/.eslintrc.js: Already read
• Skipped packages/twenty-website/next.config.js: Already read
• Skipped packages/twenty-website/src/app/_components/contributors/activitylog.tsx: Already read
• Skipped packages/twenty-ui/.eslintrc.cjs: Already read
• Skipped packages/twenty-ui/.storybook/main.ts: Already read
• Skipped packages/twenty-ui/__mocks__/imagemock.js: Already read
• Skipped packages/twenty-chrome-extension/.eslintrc-ci.cjs: Already read
• Skipped packages/twenty-chrome-extension/.eslintrc.cjs: Already read
• Skipped packages/twenty-chrome-extension/codegen.ts: Already read
• Skipped packages/twenty-postgres/init.sql: Already read
• Skipped packages/twenty-docker/.env.example: Already read
• Skipped packages/twenty-docker/k8s/terraform/deployment-db.tf: Already read
• Skipped packages/twenty-emails/.eslintrc.cjs: Already read
• Skipped packages/twenty-emails/src/common-style.ts: Already read
• Skipped packages/twenty-emails/vite.config.ts: Already read
• Discovery review: Host soft-pass after 3 review cycles: layout breadth ok (8/9 packages), orientation has 5 major areas / 6 capabilities. LLM still incomplete: Host subtree gate: 12 product subtree(s) never read: packages/twenty-front/src/modules/object-record, packages/twenty-front/src/modules/ui, packages/twenty-front/src/modules/settings, packages/twenty-server/src/engine/core-modules… · Package gap-fill: +3 candidates (kept first-pass list; model notes: The additions cover distinct functionalities not represented by existing candidates, focusing on UI components, database management, and third-party integrations.)
• Product kind: Mixed (UI + service) (inferred — Presence of both frontend components (React, Next.js) and backend services (NestJS, GraphQL).)
• Stack: TypeScript, React, Node.js, GraphQL, PostgreSQL, Docker, Kubernetes, Terraform, Vite, Next.js, NestJS, Apollo, Recoil, Storybook, Jest, ESLint, Prettier
• Integrations: Chrome, External APIs, Google OAuth, Microsoft OAuth, React, @react-email/components, Zapier, File upload service for profile pictures., Environment service for configuration checks., TypeORM for database interactions., Email Service, Token Management, JwtService, TypeORM, EnvironmentService, EmailService, PostgreSQL, Stripe, LinkedIn (via Chrome extension), Storybook, Vite

• Feature implementation drifts from PRD — Re-analyze the feature after significant code changes