Implement template feature

.github/workflows/ci.yml

@@ -12,6 +12,7 @@ jobs:
     env:
       # Skip environment validation during CI
       SKIP_ENV_VALIDATION: true
+      NODE_OPTIONS: --max-old-space-size=8096
 
     steps:
       - name: Checkout repository

.gitignore

@@ -43,4 +43,8 @@ yarn-error.log*
 *.tsbuildinfo
 
 # idea files
-.idea
+.idea
+
+# kiro
+
+/.kiro/specs/*

.kiro/steering/product.md

@@ -0,0 +1,25 @@
+# OpenSyte Product Overview
+
+OpenSyte is an open-source all-in-one business management software designed to streamline operations for businesses of all sizes.
+
+## Core Features
+
+- **Customer Relationship Management (CRM)** - Contact management, sales pipeline tracking, lead management
+- **Project Management** - Task creation, Gantt/Kanban boards, resource allocation, time tracking
+- **Finance & Accounting** - Invoicing, expense tracking, financial reporting, payroll management
+- **Human Resources** - Employee database, performance tracking, time-off management
+- **Role-Based Access Control** - Feature-level permissions, custom roles, user management
+- **Workflow Automation** - Custom workflows with templates and automation capabilities
+
+## Target Users
+
+- Small to medium businesses looking for integrated business management
+- Teams needing project management with financial tracking
+- Organizations requiring role-based access control and multi-tenant support
+
+## Key Value Propositions
+
+- Open source alternative to expensive proprietary business software
+- Integrated approach reducing need for multiple separate tools
+- Customizable workflows and permissions system
+- Modern web-based interface with responsive design

.kiro/steering/structure.md

@@ -0,0 +1,100 @@
+# Project Structure & Organization
+
+## Root Directory Structure
+
+```
+opensyte/
+├── .kiro/                    # Kiro AI assistant configuration
+├── docs/                     # Documentation and guides
+├── prisma/                   # Database schema and migrations
+│   ├── migrations/           # Database migration files
+│   ├── generated/            # Generated Prisma client
+│   └── schema.prisma         # Main database schema
+├── public/                   # Static assets (icons, images)
+├── src/                      # Main application source code
+└── start-database.sh         # Local database setup script
+```
+
+## Source Code Organization (`src/`)
+
+### App Router Structure (`src/app/`)
+
+- `(auth)/` - Authentication pages (login, register)
+- `(dashboard)/` - Main application dashboard and features
+- `accept-invite/` - Organization invitation acceptance
+- `api/` - API routes and endpoints
+
+### Components (`src/components/`)
+
+Organized by feature domains:
+
+- `ai/` - AI-related components
+- `auth/` - Authentication UI components
+- `crm/` - Customer relationship management
+- `dashboard/` - Dashboard layouts and widgets
+- `finance/` - Financial management (invoices, expenses)
+- `hr/` - Human resources management
+- `invitations/` - User invitation system
+- `organizations/` - Multi-tenant organization management
+- `projects/` - Project management features
+- `rbac/` - Role-based access control
+- `settings/` - Application settings
+- `shared/` - Reusable components across features
+- `templates/` - Workflow templates
+- `ui/` - Base UI components (Shadcn/ui)
+- `workflow/` & `workflows/` - Workflow automation
+
+### Core Infrastructure
+
+- `hooks/` - Custom React hooks
+- `lib/` - Utility functions and business logic
+- `server/` - Server-side code (API, database, email)
+- `trpc/` - tRPC configuration and client setup
+- `types/` - TypeScript type definitions
+- `styles/` - Global CSS and Tailwind configuration
+
+## Key Architectural Patterns
+
+### Multi-Tenant Architecture
+
+- Organization-based data isolation
+- Role-based access control (RBAC)
+- Custom roles and permissions system
+
+### Feature-Based Organization
+
+- Components grouped by business domain
+- Dedicated type definitions per feature
+- Modular API routes in tRPC routers
+
+### Database Schema Organization
+
+- Core models: User, Organization, UserOrganization
+- Feature modules: CRM, Projects, Finance, HR
+- RBAC: Permissions, Roles, CustomRoles
+- Workflow automation system
+
+## File Naming Conventions
+
+- **Components**: PascalCase (e.g., `CustomerList.tsx`)
+- **Hooks**: camelCase with `use` prefix (e.g., `usePermissions.ts`)
+- **Types**: camelCase files, PascalCase exports (e.g., `crm.ts` exports `Customer`)
+- **API Routes**: kebab-case directories, camelCase files
+- **Utilities**: camelCase (e.g., `auth-client.ts`)
+
+## Import Path Aliases
+
+- `~/` - Maps to `src/` directory
+- `~/components` - UI components
+- `~/lib` - Utility functions
+- `~/hooks` - Custom hooks
+- `~/types` - Type definitions
+- `~/server` - Server-side code
+
+## Configuration Files
+
+- `components.json` - Shadcn/ui configuration
+- `tsconfig.json` - TypeScript configuration with strict mode
+- `eslint.config.js` - ESLint with TypeScript rules
+- `prettier.config.js` - Code formatting with Tailwind plugin
+- `postcss.config.js` - PostCSS with Tailwind CSS v4

.kiro/steering/tech.md

@@ -0,0 +1,73 @@
+# Technology Stack & Development Guide
+
+## Core Technologies
+
+- **Framework**: Next.js 15 with App Router
+- **Runtime**: Bun (package manager and runtime)
+- **Language**: TypeScript with strict configuration
+- **Database**: PostgreSQL with Prisma ORM
+- **Styling**: Tailwind CSS v4 with CSS variables
+- **UI Components**: Shadcn/ui (New York style)
+- **API**: tRPC for type-safe APIs
+- **Authentication**: Better Auth with Google OAuth
+- **State Management**: Jotai for client state
+- **Email**: Resend for transactional emails
+- **SMS**: Twilio (optional)
+
+## Key Libraries
+
+- **Forms**: React Hook Form with Zod validation
+- **UI**: Radix UI primitives, Lucide React icons
+- **Data Fetching**: TanStack Query (React Query)
+- **Drag & Drop**: @dnd-kit for sortable interfaces
+- **Rich Text**: Tiptap editor
+- **PDF Generation**: PDF-lib and PDFKit
+- **Date Handling**: date-fns
+- **Charts**: Custom chart components with CSS variables
+
+## Development Commands
+
+```bash
+# Development
+bun run dev          # Start dev server with Turbo
+bun run dev --turbo  # Explicit turbo mode
+
+# Database
+bun run db:push      # Push schema changes to database
+bun run db:generate  # Generate Prisma client and run migrations
+bun run db:migrate   # Deploy migrations to production
+bun run db:studio    # Open Prisma Studio
+
+# Code Quality
+bun run lint         # Run ESLint
+bun run lint:fix     # Fix ESLint issues automatically
+bun run typecheck    # Run TypeScript compiler check
+bun run check        # Run both lint and typecheck
+
+# Formatting
+bun run format:check # Check Prettier formatting
+bun run format:write # Apply Prettier formatting
+
+# Build & Deploy
+bun run build        # Build for production
+bun run start        # Start production server
+bun run preview      # Build and start production server
+
+# UI Components
+bun run shadcn       # Add new Shadcn/ui components
+```
+
+## Environment Setup
+
+- Copy `.env.example` to `.env`
+- Required: `DATABASE_URL`, `BETTER_AUTH_SECRET`, `RESEND_API_KEY`
+- Optional: Google OAuth, Twilio SMS credentials
+- Use `./start-database.sh` for local PostgreSQL (Docker/Podman)
+
+## Code Style & Conventions
+
+- ESLint with TypeScript recommended rules
+- Prettier with Tailwind CSS plugin for class sorting
+- Consistent type imports with `type` keyword
+- Unused variables prefixed with underscore
+- CSS variables for theming (light/dark mode support)

.vscode/settings.json

@@ -25,5 +25,7 @@
     "javascriptreact",
     "typescript",
     "typescriptreact"
-  ]
+  ],
+  "kiroAgent.configureMCP": "Disabled",
+  "typescript.autoClosingTags": false
 }

docs/guides/template-packs.md

@@ -0,0 +1,38 @@
+### Template Packs: Export, Install, and Best Practices
+
+This document explains how Template Packs work in OpenSyte: exporting assets, installing with preflight checks, resolving variables and integrations, and testing.
+
+#### Export Contents
+
+- Workflows: full graph including nodes, triggers, connections, and action sub-entities (Email, SMS, WhatsApp, Slack, Calendar). Integration IDs are converted to placeholders `{ type, key }` based on the org's `IntegrationConfig` name.
+- Reports: only `template`, `filters`, and `dateRange` are exported; no generated data.
+- UI Layouts: selected `OrganizationUiConfig` keys as JSON.
+- RBAC: custom roles with permission names.
+- Variables: definitions with type/scope/required/default.
+- Seeds: minimal sanitized records using `localKey` and foreign keys expressed via local keys.
+
+#### Installation Flow
+
+1. Preflight checks (tRPC `templates.preflight`):
+   - Missing integrations and variables collected from manifest.
+   - Name collisions computed; a plan (merge/overwrite/prefix) is suggested.
+2. Install (tRPC `templates.startInstall`):
+   - Creates roles, variables, reports, workflows, nodes, triggers, connections.
+   - Resolves integration placeholders to `IntegrationConfig.id` and creates action sub-entities.
+   - Applies name prefix when requested.
+   - Writes `TemplateInstallItem` logs for each asset.
+3. Seeds are applied last, resolving `localKey` to created IDs.
+
+#### Developer Notes
+
+- Never export secrets (credentials/endpoints). The exporter scrubs PII and content.
+- Prefer using `OrganizationUiConfig` for feature-level UI settings to allow safe export/import.
+- Keep integration keys stable (e.g., `primary_smtp`) to simplify mapping.
+
+#### Testing
+
+- Roundtrip: export a package, then install into a clean org and verify:
+  - Workflows can activate, nodes/triggers exist and action entities resolve integrations.
+  - Reports appear and render with saved template/filters/dateRange.
+  - UI layouts are applied or fall back via `useUiConfig` hook.
+- Use `bun run check` to ensure type and lint checks pass.

package.json

@@ -18,7 +18,7 @@
     "lint:fix": "next lint --fix",
     "preview": "next build && next start",
     "start": "next start",
-    "typecheck": "tsc --noEmit",
+    "typecheck": "node --max-old-space-size=8096 ./node_modules/typescript/bin/tsc --noEmit",
     "shadcn": "bunx --bun shadcn@latest"
   },
   "dependencies": {