ConnectIQ Internal · platform home
Owner
Platform
Phase
1 — replace HubSpot
Status
Planning
Updated
27 Jul 2026

Giant Pumpkin · internal platform

One platform, six documents that have to agree.

ConnectIQ is the internal operational platform for the Giant Pumpkin business — CRM, deployment, subscriptions, inventory, support and customer dashboards. It is being built to take over, in order, the jobs currently done by HubSpot and by parts of the Airtable system.

This is the canonical set. The design system fixes how it looks, the object model fixes what the entities are, the architecture fixes how they are separated and how one domain may reach another, and the delivery plan fixes what gets built and in what order. When they disagree, the order of precedence is model → architecture → plan → screens.

Phase 1 in one line scope
  • Replace HubSpot
  • Keep Airtable, intact
  • Sync in from HubSpot + Airtable
  • Own accounts & commerce
  • Defer deployment domain

The set

Six documents

Each is self-contained and readable on its own. Read them in this order the first time.

01 · Reference

Design system

Tokens, colour, type, components, chart gradients, KPI cards, accent lines, motion and the footer mark. The visual source of truth, with a copy-to-clipboard block for Claude and Lovable.

Stable Open
02 · Model

Core object model

The persistent, location-anchored ConnectIQ object that jobs act on rather than hang off. Separates what persists from what happens, and sets the Accounts / Deployment boundary the whole system inherits.

For review Open
03 · Binding rules

Architecture

One Postgres database, separated by domain prefix and built to split into real services later. The cross-domain interaction matrix, the outbox event pattern, read projections, snapshot-versus-reference and the identifier conventions — plus a copy-ready knowledge block for Lovable.

Revised · binding Open
04 · Method

Development strategy

How anything ships, independent of what is shipping. Lovable projects as the unit of isolation, git and Supabase branching with their real costs, what gets tested and by whom, Vercel and the path to production, and the guardrails that keep a code-generating assistant inside one domain.

Decided · 4 open Open
05 · Plan

Delivery plan

Phase 1 — build the CRM and retire HubSpot. The release boundary, what the prototype extraction established, the entity map, the M1–M8 milestone sequence, migration and cutover, and the risks. Plus a register of every decision still outstanding, and one build prompt per milestone.

Draft · decision-grade Open
06 · Deferred

Phase 2 & deferred

Everything after cutover, and everything phase 1 chose not to carry. The deployment domain — jobs, inventory, support, device health — the shape the dependencies force, what sits parked and why, and the decisions that only matter once phase 1 has shipped.

Scoped · not planned Open
Also in this repo

style-kit/ holds the machine-readable tokens and the AI instruction files — tokens.json, DESIGN.md, CLAUDE.md, LOVABLE_WORKSPACE_KNOWLEDGE.md, LOVABLE_PROJECT_KNOWLEDGE.md — the last two sized for Lovable's two 10,000-character Knowledge slots. sources/ holds the superseded definition documents, the sidenav component spec, and the original CRM functional specification the phase 1 plan is derived from.

Where things stand

Three systems today, two after phase 1

Giant Pumpkin currently runs sales in HubSpot and operations in Airtable, with a prototype CRM built in Lovable that proved the shape of the quote and forecast model. Phase 1 turns that prototype into a real system and retires HubSpot. Airtable stays exactly where it is.

Retiring
HubSpot

Replaced by ConnectIQ CRM in phase 1. Data migrates once, then syncs one-way during the parallel run.

Unchanged
Airtable

Remains the operational system of record. Read into ConnectIQ; nothing is written back in phase 1.

Building
ConnectIQ

Accounts and commerce domains first. The deployment domain lands in a later phase.

Prototype
Lovable app

Specification input, not the build. Its functional spec is preserved in sources/.

Direction of travel

The long-term intent is that ConnectIQ absorbs the Airtable operational system table by table. That is phase 2, and it is deliberately not phase 1. Phase 1 earns the right to do it by first replacing a system with a clean boundary — HubSpot — and proving the accounts and commerce model against real data.

How to use this

Working rules

For anyone building

  • Read tokens.json and DESIGN.md before any visual work.
  • Use semantic CSS variables — never raw hex or framework palette classes in feature code.
  • Entity names and relationships come from the object model, not from whatever the screen calls them.
  • Style changes and functional changes ship as separate commits.
  • Preserve the compact 13px operational density.

For anyone planning

  • Every decision in the plans is written as a decision, with the alternative it beat.
  • Anything that was a guess is flagged as an open question, not buried in prose.
  • Resolve open questions by editing the document, not in chat.
  • Scope changes are a scope change — move the line, don't stretch phase 1.
  • If a screenshot disagrees with the tokens, the tokens win.