{ "fixture_version": 3, "as_of": "2026-11-01", "note": "Run: python3 -I \"$SKILL_DIR/scripts/check_fixture.py\" \"$SKILL_DIR/assets/regression-fixture.json\". All names, IDs and values are fictional.", "cases": [ { "id": "R01", "title": "Options 'EMEA' and 'emea ' on one property", "inventory": { "meta": { "crm": "hubspot" } }, "fields": [ { "object": "contacts", "custom": true, "description": "", "usages": 3, "fill_rate": 0.5, "type": "enumeration", "field_type": "select", "type_family": "enum", "options": [ { "label": "EMEA", "value": "EMEA", "raw": "EMEA" }, { "label": "emea", "value": "emea", "raw": "emea " }, { "label": "NA", "value": "NA", "raw": "NA" } ], "name": "region" } ], "expect": [ { "rule": "FLD-07", "status": "FAIL", "contains": "emea" } ] }, { "id": "R02", "title": "plan and current_plan both written and used", "inventory": { "meta": { "crm": "hubspot" } }, "fields": [ { "object": "companies", "custom": true, "description": "", "usages": 3, "fill_rate": 0.7, "type": "string", "field_type": "text", "type_family": "enum", "options": [], "name": "plan" }, { "object": "companies", "custom": true, "description": "", "usages": 2, "fill_rate": 0.6, "type": "string", "field_type": "text", "type_family": "enum", "options": [], "name": "current_plan" } ], "expect": [ { "rule": "FLD-04", "status": "FAIL", "contains": "current_plan" } ] }, { "id": "R03", "title": "0% fill with 3 usages is not unused", "inventory": { "meta": { "crm": "hubspot" } }, "fields": [ { "object": "contacts", "custom": true, "description": "", "usages": 3, "fill_rate": 0.0, "type": "string", "field_type": "text", "type_family": "text", "options": [], "name": "legacy_flag", "created_at": "2024-01-01" } ], "expect": [ { "rule": "FLD-05", "status": "PASS" } ] }, { "id": "R04", "title": "0% fill created 30 days ago is not flagged", "inventory": { "meta": { "crm": "hubspot" } }, "fields": [ { "object": "contacts", "custom": true, "description": "", "usages": 0, "fill_rate": 0.0, "type": "string", "field_type": "text", "type_family": "text", "options": [], "name": "new_flag", "created_at": "2026-10-02" } ], "expect": [ { "rule": "FLD-05", "status": "PASS" } ] }, { "id": "R05", "title": "renewal_date stored as text with 0 usages", "inventory": { "meta": { "crm": "hubspot" } }, "fields": [ { "object": "contacts", "custom": true, "description": "", "usages": 0, "fill_rate": 0.1, "type": "string", "field_type": "text", "type_family": "text", "options": [], "name": "renewal_date" } ], "expect": [ { "rule": "FLD-07", "status": "WARN", "contains": "renewal_date" } ] }, { "id": "R06", "title": "Salesforce open stage at 100% that is not won", "inventory": { "meta": { "crm": "salesforce" }, "pipelines": [ { "id": "p1", "label": "Fixture pipeline", "stages": [ { "id": "a", "label": "Proposal", "order": 1, "type": "open", "probability": 0.5 }, { "id": "b", "label": "Contract signed", "order": 2, "type": "open", "probability": 1.0 }, { "id": "won", "label": "Won", "order": 9, "type": "won", "probability": 1.0 }, { "id": "lost", "label": "Lost", "order": 10, "type": "lost", "probability": 0.0 } ] } ] }, "expect": [ { "rule": "PIPE-03", "status": "FAIL", "contains": "Contract signed" } ] }, { "id": "R07", "title": "Salesforce lost stage at 20%", "inventory": { "meta": { "crm": "salesforce" }, "pipelines": [ { "id": "p1", "label": "Fixture pipeline", "stages": [ { "id": "a", "label": "Proposal", "order": 1, "type": "open", "probability": 0.5 }, { "id": "won", "label": "Won", "order": 9, "type": "won", "probability": 1.0 }, { "id": "lost", "label": "Lost", "order": 10, "type": "lost", "probability": 0.2 } ] } ] }, "expect": [ { "rule": "PIPE-03", "status": "FAIL", "contains": "lost stage" } ] }, { "id": "R08", "title": "Open-stage probabilities decrease", "inventory": { "meta": { "crm": "hubspot" }, "pipelines": [ { "id": "p1", "label": "Fixture pipeline", "stages": [ { "id": "a", "label": "Discovery", "order": 1, "type": "open", "probability": 0.6 }, { "id": "b", "label": "Proposal", "order": 2, "type": "open", "probability": 0.4 }, { "id": "won", "label": "Won", "order": 9, "type": "won", "probability": 1.0 }, { "id": "lost", "label": "Lost", "order": 10, "type": "lost", "probability": 0.0 } ] } ] }, "expect": [ { "rule": "PIPE-03", "status": "WARN", "contains": "decrease" } ] }, { "id": "R09", "title": "Two enabled workflows set hs_lead_status to NEW and IN_PROGRESS", "inventory": { "meta": { "crm": "hubspot" } }, "config": { "critical_fields": [ { "object": "contacts", "field": "hs_lead_status", "class": "routing" } ] }, "automations": [ { "id": "1", "name": "Fixture A", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [ { "field": "hs_lead_status", "op": "set", "value": "NEW" } ], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } }, { "id": "2", "name": "Fixture B", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [ { "field": "hs_lead_status", "op": "set", "value": "IN_PROGRESS" } ], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } } ], "expect": [ { "rule": "AUTO-03", "status": "FAIL" } ] }, { "id": "R10", "title": "The same pair with one disabled", "inventory": { "meta": { "crm": "hubspot" } }, "config": { "critical_fields": [ { "object": "contacts", "field": "hs_lead_status", "class": "routing" } ] }, "automations": [ { "id": "1", "name": "Fixture A", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [ { "field": "hs_lead_status", "op": "set", "value": "NEW" } ], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } }, { "id": "2", "name": "Fixture B", "object": "contacts", "layer": "workflow", "enabled": false, "writes": [ { "field": "hs_lead_status", "op": "set", "value": "IN_PROGRESS" } ], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } } ], "expect": [ { "rule": "AUTO-03", "status": "PASS" } ] }, { "id": "R11", "title": "Workflow filter on option 'apac' that no longer exists", "inventory": { "meta": { "crm": "hubspot" } }, "fields": [ { "object": "contacts", "custom": true, "description": "", "usages": 1, "fill_rate": 0.5, "type": "string", "field_type": "text", "type_family": "enum", "options": [ { "label": "EMEA", "value": "EMEA", "raw": "EMEA" }, { "label": "NA", "value": "NA", "raw": "NA" }, { "label": "LATAM", "value": "LATAM", "raw": "LATAM" } ], "name": "region" }, { "object": "contacts", "custom": true, "description": "", "usages": 1, "fill_rate": 0.5, "type": "string", "field_type": "text", "type_family": "enum", "options": [ { "label": "emea", "value": "emea", "raw": "emea" }, { "label": "na", "value": "na", "raw": "na" }, { "label": "apac", "value": "apac", "raw": "apac" } ], "name": "routing_queue" } ], "automations": [ { "id": "1", "name": "APAC routing", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [ { "field": "routing_queue", "op": "set", "value": "apac" } ], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [ { "property": "region", "values": [ "apac" ] } ], "reenrollment": { "enabled": false, "trigger_fields": [] } } ], "expect": [ { "rule": "AUTO-04", "status": "FAIL", "contains": "apac" } ] }, { "id": "R12", "title": "Workflow re-enrols on the field it sets", "inventory": { "meta": { "crm": "hubspot" } }, "automations": [ { "id": "1", "name": "Score refresh", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [ { "field": "lead_score_band", "op": "set", "value": "A" } ], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": true, "trigger_fields": [ "lead_score_band" ] } } ], "expect": [ { "rule": "AUTO-05", "status": "FAIL" } ] }, { "id": "R13", "title": "Delete contact action with no decision", "inventory": { "meta": { "crm": "hubspot" } }, "automations": [ { "id": "1", "name": "Bounce cleanup", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [ "0-18224765" ], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } } ], "expect": [ { "rule": "AUTO-06", "status": "FAIL" } ] }, { "id": "R14", "title": "Delete contact action with a cited decision, not yet tested", "inventory": { "meta": { "crm": "hubspot" }, "decisions": { "items": [ { "id": "D-2026-05-01", "date": "2026-05-01", "topic": "Bounce deletion" } ] } }, "automations": [ { "id": "1", "name": "Bounce cleanup", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [ "0-18224765" ], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "decision_ref": "D-2026-05-01" } ], "expect": [ { "rule": "AUTO-06", "status": "WARN" } ] }, { "id": "R15", "title": "Integration creates companies matched on domain", "inventory": { "meta": { "crm": "hubspot" }, "objects": [ { "name": "companies", "unique_keys": [ "acme_account_id" ] } ], "integrations": [ { "name": "Signup sync", "objects": [ "companies" ], "creates_records": [ "companies" ], "match_key": "domain" } ] }, "expect": [ { "rule": "OBJ-02", "status": "FAIL", "contains": "domain" } ] }, { "id": "R16", "title": "Integration creates companies matched on a unique key", "inventory": { "meta": { "crm": "hubspot" }, "objects": [ { "name": "companies", "unique_keys": [ "acme_account_id" ] } ], "integrations": [ { "name": "Signup sync", "objects": [ "companies" ], "creates_records": [ "companies" ], "match_key": "acme_account_id", "searches_before_create": true } ] }, "expect": [ { "rule": "OBJ-02", "status": "PASS" } ] }, { "id": "R17", "title": "Privileged agency account", "inventory": { "meta": { "crm": "hubspot" }, "users": [ { "id": "user-01", "active": true, "privileged": true, "account_type": "employee" }, { "id": "user-02", "active": true, "privileged": true, "account_type": "agency" }, { "id": "user-03", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-04", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-05", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-06", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-07", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-08", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-09", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-10", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-11", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-12", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-13", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-14", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-15", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-16", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-17", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-18", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-19", "active": true, "privileged": false, "account_type": "employee" } ] }, "expect": [ { "rule": "ACC-01", "status": "FAIL", "contains": "agency" } ] }, { "id": "R18", "title": "Four privileged of 50 active users", "inventory": { "meta": { "crm": "hubspot" }, "users": [ { "id": "user-01", "active": true, "privileged": true, "account_type": "employee" }, { "id": "user-02", "active": true, "privileged": true, "account_type": "employee" }, { "id": "user-03", "active": true, "privileged": true, "account_type": "employee" }, { "id": "user-04", "active": true, "privileged": true, "account_type": "employee" }, { "id": "user-05", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-06", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-07", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-08", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-09", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-10", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-11", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-12", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-13", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-14", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-15", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-16", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-17", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-18", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-19", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-20", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-21", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-22", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-23", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-24", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-25", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-26", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-27", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-28", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-29", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-30", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-31", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-32", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-33", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-34", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-35", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-36", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-37", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-38", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-39", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-40", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-41", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-42", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-43", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-44", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-45", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-46", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-47", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-48", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-49", "active": true, "privileged": false, "account_type": "employee" }, { "id": "user-50", "active": true, "privileged": false, "account_type": "employee" } ] }, "expect": [ { "rule": "ACC-01", "status": "PASS" } ] }, { "id": "R19", "title": "Integration on a named employee's login", "inventory": { "meta": { "crm": "hubspot" }, "integrations": [ { "name": "Zap", "identity_type": "personal", "identity": "user-04" } ] }, "expect": [ { "rule": "ACC-02", "status": "FAIL" } ] }, { "id": "R20", "title": "Salesforce daily API at 0.69", "inventory": { "meta": { "crm": "salesforce" }, "api_capacity": { "salesforce_daily": { "used": 6900, "max": 10000 } } }, "expect": [ { "rule": "INT-04", "status": "PASS" } ] }, { "id": "R21", "title": "Salesforce daily API at 0.70", "inventory": { "meta": { "crm": "salesforce" }, "api_capacity": { "salesforce_daily": { "used": 7000, "max": 10000 } } }, "expect": [ { "rule": "INT-04", "status": "WARN" } ] }, { "id": "R22", "title": "Salesforce daily API at 0.90", "inventory": { "meta": { "crm": "salesforce" }, "api_capacity": { "salesforce_daily": { "used": 9000, "max": 10000 } } }, "expect": [ { "rule": "INT-04", "status": "FAIL" } ] }, { "id": "R23", "title": "Reconciliation difference of 0.9%", "inventory": { "meta": { "crm": "hubspot" }, "reporting": { "reconciliations": [ { "metric": "Pipeline value", "dashboard_value": 100900, "record_list_value": 100000 } ] } }, "expect": [ { "rule": "REP-02", "status": "PASS" } ] }, { "id": "R24", "title": "Reconciliation difference of 1.1%", "inventory": { "meta": { "crm": "hubspot" }, "reporting": { "reconciliations": [ { "metric": "Pipeline value", "dashboard_value": 101100, "record_list_value": 100000 } ] } }, "expect": [ { "rule": "REP-02", "status": "FAIL" } ] }, { "id": "R25", "title": "Zero denominator on a ratio rule", "inventory": { "meta": { "crm": "hubspot" }, "counts": { "open_deals_without_company": { "numerator": 0, "denominator": 0, "population": "open_deals" } } }, "expect": [ { "rule": "OBJ-04", "status": "NOT CHECKED" } ] }, { "id": "R26", "title": "Two automated writers that agree today and no precedence rule", "inventory": { "meta": { "crm": "hubspot" }, "critical_fields": [ { "object": "companies", "field": "industry", "class": "routing", "observed_writers": [ "integration:enrichco", "integration:clay" ] } ] }, "expect": [ { "rule": "FLD-02", "status": "FAIL", "contains": "precedence" } ] }, { "id": "R27", "title": "Flip-flops on 2 of 400 records changed", "inventory": { "meta": { "crm": "hubspot" }, "critical_fields": [ { "object": "contacts", "field": "hubspot_owner_id", "class": "ownership", "precedence_rule": "rotation wins; enrichment never writes owner" } ] }, "history": [ { "object": "contacts", "field": "hubspot_owner_id", "records_changed": 400, "flip_flop_records": 2, "flip_flop_rate": 0.005, "changes_by_writer": { "workflow:inbound-rotation": 380, "user": 30 } } ], "expect": [ { "rule": "FLD-02", "status": "WARN" } ] }, { "id": "R28", "title": "A gate NOT CHECKED gives Not assessable", "inventory": { "meta": { "crm": "hubspot" }, "coverage": { "users": { "status": "unavailable", "reason": "no access to Users & Teams" } } }, "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "ACC-01", "status": "NOT CHECKED" } ] }, { "id": "R29", "title": "A downgrade without a decision reference is rejected", "inventory": { "meta": { "crm": "hubspot" }, "integrations": [ { "name": "Zap", "identity_type": "personal" } ], "manual_results": [ { "rule": "ACC-02", "status": "WARN", "finding": "agency says it is temporary" } ] }, "expect": [ { "rule": "ACC-02", "status": "FAIL" } ] }, { "id": "R30", "title": "Flow writes unknown because only FlowDefinitionView was read", "inventory": { "meta": { "crm": "salesforce" } }, "automations": [ { "id": "Account_Type_Sync", "name": "Account Type Sync", "object": "accounts", "layer": "process_builder", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "writes_known": false }, { "id": "Account_Type_From_Billing", "name": "Account Type From Billing", "object": "accounts", "layer": "flow", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "writes_known": false } ], "expect": [ { "rule": "AUTO-03", "status": "NOT CHECKED" } ] }, { "id": "R31", "title": "An automated writer reverses a person's change on 2 of 3 records", "inventory": { "meta": { "crm": "salesforce" }, "critical_fields": [ { "object": "accounts", "field": "Type", "class": "routing", "precedence_rule": "billing middleware owns Type for paying accounts" } ] }, "history": [ { "object": "accounts", "field": "Type", "records_changed": 3, "flip_flop_records": 2, "automated_flip_flop_records": 0, "human_reversal_records": 2, "changes_by_writer": { "integration:billing-middleware": 5, "user:sales-rep": 2 } } ], "expect": [ { "rule": "FLD-02", "status": "WARN", "contains": "reversing a person's change" } ] }, { "id": "R32", "title": "One flip-flop between automated writers among 3 records changed", "inventory": { "meta": { "crm": "hubspot" }, "critical_fields": [ { "object": "contacts", "field": "hubspot_owner_id", "class": "ownership", "precedence_rule": "rotation wins; enrichment never writes owner" } ] }, "history": [ { "object": "contacts", "field": "hubspot_owner_id", "records_changed": 3, "flip_flop_records": 1, "automated_flip_flop_records": 1, "human_reversal_records": 0, "changes_by_writer": { "workflow:inbound-rotation": 3, "integration:enrichco": 2 } } ], "expect": [ { "rule": "FLD-02", "status": "FAIL", "contains": "between automated writers" } ] }, { "id": "R33", "title": "A workflow and an integration write a same-named field on different objects", "inventory": { "meta": { "crm": "hubspot" }, "integrations": [ { "name": "Account sync", "objects": [ "companies" ], "fields_written": [ "companies.hubspot_owner_id" ], "direction": "into_crm" } ] }, "automations": [ { "id": "1101", "name": "Contact rotation", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [ { "field": "hubspot_owner_id", "overwrite": false, "available_only": null } ], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } } ], "expect": [ { "rule": "AUTO-09", "status": "PASS" } ] }, { "id": "R34", "title": "HubSpot pipeline with two 100% stages, Contract signed and Closed won", "inventory": { "meta": { "crm": "hubspot" }, "pipelines": [ { "id": "p1", "label": "Fixture pipeline", "stages": [ { "id": "a", "label": "Proposal", "order": 1, "type": "open", "probability": 0.5 }, { "id": "b", "label": "Contract signed", "order": 2, "type": "won", "probability": 1.0 }, { "id": "won", "label": "Closed won", "order": 3, "type": "won", "probability": 1.0 }, { "id": "lost", "label": "Closed lost", "order": 4, "type": "lost", "probability": 0.0 } ] } ] }, "expect": [ { "rule": "PIPE-03", "status": "FAIL", "contains": "2 won stages" } ] }, { "id": "R35", "title": "HubSpot stage recorded as open at 100% is read as a won stage", "inventory": { "meta": { "crm": "hubspot" }, "pipelines": [ { "id": "p1", "label": "Fixture pipeline", "stages": [ { "id": "a", "label": "Proposal", "order": 1, "type": "open", "probability": 0.5 }, { "id": "b", "label": "Contract signed", "order": 2, "type": "open", "probability": 1.0 }, { "id": "won", "label": "Closed won", "order": 3, "type": "won", "probability": 1.0 }, { "id": "lost", "label": "Closed lost", "order": 4, "type": "lost", "probability": 0.0 } ] } ] }, "expect": [ { "rule": "PIPE-03", "status": "FAIL", "contains": "won stages" }, { "rule": "PIPE-03", "status": "FAIL", "contains": "recorded as open" } ] }, { "id": "R36", "title": "Owner and consent fields with no history keep the automation verdict Not assessable", "inventory": { "meta": { "crm": "hubspot" }, "coverage": { "integrations": { "status": "complete" }, "users": { "status": "complete" } }, "objects": [ { "name": "contacts", "unique_keys": [ "email", "hs_object_id" ] } ], "integrations": [], "users": [ { "id": "user-01", "active": true, "privileged": true, "account_type": "employee" } ], "critical_fields": [ { "object": "contacts", "field": "hubspot_owner_id", "class": "ownership", "permitted_writers": [ "workflow:inbound-rotation", "user" ], "precedence_rule": "rotation owns first assignment; people own changes after that" }, { "object": "contacts", "field": "newsletter_opt_in", "class": "consent", "permitted_writers": [ "form:preference-centre", "user" ], "observed_writers": [ "form:preference-centre" ] } ], "lifecycle": { "field": "lifecyclestage", "writers": [ { "writer": "setting:deal-won", "kind": "setting", "sets": [ "customer" ], "customer_evidence_documented": true } ], "precedence_rule": "only the deal-won setting sets Customer", "precedence_tested": true } }, "automations": [ { "id": "1003", "name": "Inbound rotation", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [ { "field": "hubspot_owner_id", "overwrite": false, "available_only": null } ], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } } ], "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "FLD-02", "status": "NOT CHECKED", "contains": "no history" }, { "rule": "FLD-03", "status": "NOT CHECKED", "contains": "no history" }, { "rule": "OBJ-02", "status": "PASS" }, { "rule": "LIFE-03", "status": "PASS" }, { "rule": "AUTO-03", "status": "PASS" }, { "rule": "AUTO-06", "status": "PASS" }, { "rule": "ACC-01", "status": "PASS" }, { "rule": "ACC-02", "status": "PASS" }, { "rule": "INT-01", "status": "PASS" } ] }, { "id": "R37", "title": "A departed person whose account is still active owns open deals", "inventory": { "meta": { "crm": "hubspot" }, "users": [ { "id": "user-01", "active": true, "privileged": true, "account_type": "employee" }, { "id": "user-40", "active": true, "privileged": false, "account_type": "former_employee", "open_deals_owned": 5 } ] }, "expect": [ { "rule": "ACC-03", "status": "FAIL", "contains": "still active" } ] }, { "id": "R38", "title": "An unclassified workflow action is named, and AUTO-06 passes only among classified actions", "inventory": { "meta": { "crm": "hubspot" } }, "automations": [ { "id": "1201", "name": "Partner app sync", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "unknown_action_types": [ "1-2345678" ] } ], "expect": [ { "rule": "AUTO-06", "status": "PASS", "contains": "among classified actions" }, { "rule": "AUTO-03", "status": "PASS", "contains": "1-2345678" } ] }, { "id": "R39", "title": "History names the rotation workflow by its ID; it counts as one writer, not two", "inventory": { "meta": { "crm": "hubspot" }, "critical_fields": [ { "object": "contacts", "field": "hubspot_owner_id", "class": "ownership", "permitted_writers": [ "workflow:inbound-rotation", "user" ] } ] }, "automations": [ { "id": "585051946", "name": "Inbound rotation", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [ { "field": "hubspot_owner_id", "overwrite": false, "available_only": null } ], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] } } ], "history": [ { "object": "contacts", "field": "hubspot_owner_id", "records_changed": 3, "flip_flop_records": 0, "automated_flip_flop_records": 0, "human_reversal_records": 0, "changes_by_writer": { "workflow:585051946": 3, "user": 1 } } ], "expect": [ { "rule": "FLD-02", "status": "PASS", "contains": "workflow:inbound-rotation" } ] }, { "id": "R40", "title": "Writers listed in a generic field export count for FLD-02", "inventory": { "meta": { "crm": "pipedrive" }, "critical_fields": [ { "object": "deals", "field": "owner_id", "class": "ownership" } ] }, "fields": [ { "object": "deals", "name": "owner_id", "type": "user", "type_family": "reference", "custom": false, "writers": [ "automation:round-robin", "integration:enrichco" ] } ], "expect": [ { "rule": "FLD-02", "status": "FAIL", "contains": "precedence" } ] }, { "id": "R41", "title": "Opportunities with amounts readable by every user through a Public Read/Write default", "inventory": { "meta": { "crm": "salesforce" }, "decisions": { "restricted_fields": [ "Amount" ], "items": [] }, "record_access": [ { "object": "opportunities", "holds_restricted_records": true, "default_access": "Public Read/Write", "readable_outside_approved": true, "via": "org-wide default Public Read/Write", "confirmed": true, "decision_ref": "" } ] }, "expect": [ { "rule": "ACC-05", "status": "FAIL", "contains": "org-wide default" } ] }, { "id": "R42", "title": "A Salesforce critical field with history tracking off cannot pass FLD-02", "inventory": { "meta": { "crm": "salesforce" }, "critical_fields": [ { "object": "accounts", "field": "Type", "class": "routing", "permitted_writers": [ "integration:billing-middleware" ], "observed_writers": [ "integration:billing-middleware" ], "precedence_rule": "billing middleware owns Type", "history_tracked": false } ] }, "expect": [ { "rule": "FLD-02", "status": "NOT CHECKED", "contains": "tracking is off" } ] }, { "id": "R43", "title": "A template hint left in identity_type stops the run instead of passing ACC-02", "inventory": { "meta": { "crm": "hubspot" }, "integrations": [ { "name": "Zap", "owner": "RevOps lead", "identity_type": "personal | dedicated | private_app | service_key | oauth_app | integration_user" } ] }, "expect_error": "identity_type" }, { "id": "R44", "title": "An integration with no identity type recorded leaves ACC-02 NOT CHECKED", "inventory": { "meta": { "crm": "hubspot" }, "integrations": [ { "name": "Zap", "owner": "RevOps lead" } ] }, "expect": [ { "rule": "ACC-02", "status": "NOT CHECKED", "contains": "identity_type not recorded" } ] }, { "id": "R45", "title": "Every automation gate passes, with history for both critical fields: Ready to automate (the base for R46 to R50 and R57)", "inventory": { "meta": { "crm": "hubspot" }, "coverage": { "integrations": { "status": "complete" }, "users": { "status": "complete" } }, "objects": [ { "name": "contacts", "unique_keys": [ "email", "hs_object_id" ] } ], "integrations": [], "users": [ { "id": "user-01", "active": true, "privileged": true, "account_type": "employee" } ], "critical_fields": [ { "object": "contacts", "field": "hubspot_owner_id", "class": "ownership", "permitted_writers": [ "workflow:inbound-rotation", "user" ], "precedence_rule": "rotation owns first assignment; people own changes after that" }, { "object": "contacts", "field": "newsletter_opt_in", "class": "consent", "permitted_writers": [ "form:preference-centre", "user" ], "observed_writers": [ "form:preference-centre" ] } ], "lifecycle": { "field": "lifecyclestage", "writers": [ { "writer": "setting:deal-won", "kind": "setting", "sets": [ "customer" ], "customer_evidence_documented": true } ], "precedence_rule": "only the deal-won setting sets Customer", "precedence_tested": true } }, "automations": [ { "id": "1003", "name": "Inbound rotation", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [ { "field": "hubspot_owner_id", "overwrite": false, "available_only": null } ], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "writes_known": true, "actions_known": true, "refs_known": true } ], "history": [ { "object": "contacts", "field": "hubspot_owner_id", "records_changed": 5, "flip_flop_records": 0, "automated_flip_flop_records": 0, "human_reversal_records": 0, "changes_by_writer": { "workflow:inbound-rotation": 4, "user": 1 }, "window_days": 30 }, { "object": "contacts", "field": "newsletter_opt_in", "records_changed": 3, "flip_flop_records": 0, "automated_flip_flop_records": 0, "human_reversal_records": 0, "changes_by_writer": { "form:preference-centre": 3 }, "window_days": 30 } ], "expect_verdict": { "automation": "Ready to automate" }, "expect": [ { "rule": "OBJ-02", "status": "PASS" }, { "rule": "FLD-02", "status": "PASS" }, { "rule": "FLD-03", "status": "PASS" }, { "rule": "LIFE-03", "status": "PASS" }, { "rule": "AUTO-03", "status": "PASS" }, { "rule": "AUTO-06", "status": "PASS" }, { "rule": "ACC-01", "status": "PASS" }, { "rule": "ACC-02", "status": "PASS" }, { "rule": "INT-01", "status": "PASS" } ] }, { "id": "R46", "title": "A WARN gate with an owner but a critical field without history stays Not assessable", "extends": "R45", "inventory": { "critical_fields": [ { "object": "contacts", "field": "hubspot_owner_id", "class": "ownership", "permitted_writers": [ "workflow:inbound-rotation", "user" ], "precedence_rule": "rotation owns first assignment; people own changes after that", "observed_writers": [ "import" ] }, { "object": "contacts", "field": "newsletter_opt_in", "class": "consent", "permitted_writers": [ "form:preference-centre", "user" ], "observed_writers": [ "form:preference-centre" ] } ], "gate_owners": { "FLD-02": { "owner": "RevOps lead", "date": "2026-11-20" } } }, "history": [ { "object": "contacts", "field": "newsletter_opt_in", "records_changed": 3, "flip_flop_records": 0, "automated_flip_flop_records": 0, "human_reversal_records": 0, "changes_by_writer": { "form:preference-centre": 3 }, "window_days": 30 } ], "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "FLD-02", "status": "WARN", "contains": "no history" } ] }, { "id": "R47", "title": "One automation read and one flow whose writes and actions are unknown: the rules that need them are NOT CHECKED", "extends": "R45", "automations": [ { "id": "1003", "name": "Inbound rotation", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [ { "field": "hubspot_owner_id", "overwrite": false, "available_only": null } ], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "writes_known": true, "actions_known": true, "refs_known": true }, { "id": "Lead_Cleanup", "name": "Lead cleanup", "object": "contacts", "layer": "flow", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "writes_known": false, "actions_known": false, "refs_known": false } ], "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "AUTO-03", "status": "NOT CHECKED", "contains": "Lead cleanup" }, { "rule": "AUTO-06", "status": "NOT CHECKED", "contains": "Lead cleanup" }, { "rule": "LIFE-05", "status": "NOT CHECKED", "contains": "Lead cleanup" } ] }, { "id": "R48", "title": "An unclassified action keeps the automation verdict Not assessable while AUTO-06 passes among classified actions", "extends": "R45", "automations": [ { "id": "1003", "name": "Inbound rotation", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [ { "field": "hubspot_owner_id", "overwrite": false, "available_only": null } ], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "writes_known": true, "actions_known": true, "refs_known": true }, { "id": "1201", "name": "Partner app sync", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "writes_known": true, "actions_known": true, "refs_known": true, "unknown_action_types": [ "1-1234567" ] } ], "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "AUTO-06", "status": "PASS", "contains": "among classified actions" } ] }, { "id": "R49", "title": "HubSpot workflow summaries from the v4 list endpoint carry no actions: AUTO-03 and AUTO-06 are NOT CHECKED", "extends": "R45", "automations": [], "hubspot_flows": { "results": [ { "id": "2001", "isEnabled": true, "objectTypeId": "0-1", "revisionId": "4" }, { "id": "2002", "isEnabled": true, "objectTypeId": "0-1", "revisionId": "9" } ] }, "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "AUTO-03", "status": "NOT CHECKED", "contains": "2001" }, { "rule": "AUTO-06", "status": "NOT CHECKED", "contains": "actions unknown" } ] }, { "id": "R50", "title": "Hand-entered Pipedrive automations with nothing recorded about their writes or actions are NOT CHECKED, not passed", "extends": "R45", "inventory": { "meta": { "crm": "pipedrive" } }, "automations": [ { "id": "pd-1", "name": "Deal won follow-up", "object": "deals", "enabled": true, "owner": "Sales ops" }, { "id": "pd-2", "name": "Stale deal cleanup", "object": "deals", "enabled": true } ], "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "AUTO-03", "status": "NOT CHECKED" }, { "rule": "AUTO-06", "status": "NOT CHECKED", "contains": "Stale deal cleanup" } ] }, { "id": "R51", "title": "Delete contact under a decision reference that matches no recorded decision", "inventory": { "meta": { "crm": "hubspot" } }, "automations": [ { "id": "1", "name": "Bounce cleanup", "object": "contacts", "layer": "workflow", "enabled": true, "writes": [], "owner_writes": [], "consent_actions": [], "destructive_actions": [ "0-18224765" ], "credit_actions": [], "filter_refs": [], "reenrollment": { "enabled": false, "trigger_fields": [] }, "decision_ref": "D-2026-99", "tested": true } ], "expect": [ { "rule": "AUTO-06", "status": "FAIL", "contains": "not a dated entry" } ] }, { "id": "R52", "title": "A downgrade citing a decision that is not recorded is rejected", "inventory": { "meta": { "crm": "hubspot" }, "integrations": [ { "name": "Zap", "identity_type": "personal" } ], "manual_results": [ { "rule": "ACC-02", "status": "WARN", "finding": "agency says it is temporary", "decision": "D-2026-77" } ] }, "expect": [ { "rule": "ACC-02", "status": "FAIL" } ] }, { "id": "R53", "title": "A downgrade citing a dated decision is accepted and says so", "inventory": { "meta": { "crm": "hubspot" }, "integrations": [ { "name": "Zap", "identity_type": "personal" } ], "decisions": { "items": [ { "id": "D-2026-10-20", "date": "2026-10-20", "topic": "Zap moves to a dedicated identity by 2026-12-01", "rules": [ "ACC-02" ] } ] }, "manual_results": [ { "rule": "ACC-02", "status": "WARN", "finding": "temporary until the move", "decision": "D-2026-10-20" } ] }, "expect": [ { "rule": "ACC-02", "status": "WARN", "contains": "downgraded from FAIL" } ] }, { "id": "R54", "title": "A headline number whose record list value is missing raises 'reconciliation not run'", "inventory": { "meta": { "crm": "hubspot" }, "reporting": { "headline_numbers": [ "Pipeline value", "New customers" ], "reconciliations": [ { "metric": "Pipeline value", "dashboard_value": 100500, "record_list_value": 100000 }, { "metric": "New customers", "dashboard_value": 42, "record_list_value": null } ] } }, "expect": [ { "rule": "REP-02", "status": "WARN", "contains": "reconciliation not run for New customers" } ] }, { "id": "R55", "title": "A rotate-owner action with no overwrite key is noted as unconfirmed, not read as protecting owners", "inventory": { "meta": { "crm": "hubspot" } }, "hubspot_flows": { "results": [ { "id": "3001", "name": "Inbound rotation", "isEnabled": true, "objectTypeId": "0-1", "enrollmentCriteria": { "shouldReEnroll": false }, "actions": [ { "actionId": "1", "actionTypeId": "0-11", "fields": { "user_ids": [ "owner-11", "owner-12" ] } } ] } ] }, "expect": [ { "rule": "AUTO-07", "status": "PASS", "contains": "no overwrite setting" } ] }, { "id": "R56", "title": "A workflow that texts contacts is listed as unclassified, with the action named", "inventory": { "meta": { "crm": "hubspot" } }, "hubspot_flows": { "results": [ { "id": "3101", "name": "Event reminder", "isEnabled": true, "objectTypeId": "0-1", "enrollmentCriteria": { "shouldReEnroll": false }, "actions": [ { "actionId": "1", "actionTypeId": "0-40900952", "fields": {} } ] } ] }, "expect": [ { "rule": "AUTO-06", "status": "PASS", "contains": "among classified actions" }, { "rule": "AUTO-03", "status": "PASS", "contains": "0-40900952 Send SMS message" } ] }, { "id": "R57", "title": "A consent field with no register entry and no history keeps an owned FLD-03 WARN Not assessable", "extends": "R45", "inventory": { "critical_fields": [ { "object": "contacts", "field": "hubspot_owner_id", "class": "ownership", "permitted_writers": [ "workflow:inbound-rotation", "user" ], "precedence_rule": "rotation owns first assignment; people own changes after that" }, { "object": "contacts", "field": "newsletter_opt_in", "class": "consent", "observed_writers": [ "form:preference-centre" ] } ], "gate_owners": { "FLD-03": { "owner": "privacy owner", "date": "2026-11-20" } } }, "history": [ { "object": "contacts", "field": "hubspot_owner_id", "records_changed": 5, "flip_flop_records": 0, "automated_flip_flop_records": 0, "human_reversal_records": 0, "changes_by_writer": { "workflow:inbound-rotation": 4, "user": 1 }, "window_days": 30 } ], "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "FLD-03", "status": "WARN", "contains": "no history" } ] }, { "id": "R58", "title": "An event trigger filters on the event's hs_form_id, HubSpot's own example: not a broken reference, and 0-13 is neutral", "extends": "R45", "fields": [ { "object": "contacts", "name": "hubspot_owner_id", "type": "enumeration", "field_type": "select", "type_family": "reference", "options": [], "custom": false, "description": "Owner", "fill_rate": 0.9, "usages": 3 } ], "hubspot_flows": { "results": [ { "id": "3201", "name": "Contact us form", "isEnabled": true, "flowType": "WORKFLOW", "type": "CONTACT_FLOW", "objectTypeId": "0-1", "revisionId": "18", "actions": [ { "actionId": "4", "actionTypeVersion": 0, "actionTypeId": "0-1", "connection": { "edgeType": "STANDARD", "nextActionId": "5" }, "fields": { "delta": "1440", "time_unit": "MINUTES" }, "type": "SINGLE_CONNECTION" }, { "actionId": "5", "actionTypeVersion": 0, "actionTypeId": "0-13", "fields": { "operation": "ADD", "list_id": "178" }, "type": "SINGLE_CONNECTION" } ], "enrollmentCriteria": { "shouldReEnroll": false, "type": "EVENT_BASED", "listMembershipFilterBranches": [], "eventFilterBranches": [ { "filterBranches": [], "filters": [ { "property": "hs_form_id", "operation": { "operator": "IS_ANY_OF", "includeObjectsWithNoValueSet": false, "values": [ "00000000-0000-0000-0000-000000000000" ], "operationType": "ENUMERATION" }, "filterType": "PROPERTY" } ], "eventTypeId": "4-1639801", "operator": "HAS_COMPLETED", "filterBranchType": "UNIFIED_EVENTS", "filterBranchOperator": "AND" } ] } } ] }, "expect_verdict": { "automation": "Ready to automate" }, "expect": [ { "rule": "AUTO-04", "status": "PASS", "contains": "were not resolved" } ] }, { "id": "R59", "title": "An association branch filters on a deal property inside a contact flow: not a broken reference", "extends": "R45", "fields": [ { "object": "contacts", "name": "hubspot_owner_id", "type": "enumeration", "field_type": "select", "type_family": "reference", "options": [], "custom": false, "description": "Owner", "fill_rate": 0.9, "usages": 3 } ], "hubspot_flows": { "results": [ { "id": "3202", "name": "Open deal check", "isEnabled": true, "objectTypeId": "0-1", "type": "CONTACT_FLOW", "actions": [], "enrollmentCriteria": { "shouldReEnroll": false, "type": "LIST_BASED", "listFilterBranch": { "filterBranchType": "OR", "filters": [], "filterBranches": [ { "filterBranchType": "AND", "filters": [ { "filterType": "PROPERTY", "property": "hubspot_owner_id", "operation": { "operator": "HAS_PROPERTY", "operationType": "ALL_PROPERTY" } } ], "filterBranches": [ { "filterBranchType": "ASSOCIATION", "objectTypeId": "0-3", "operator": "IN_LIST", "filters": [ { "filterType": "PROPERTY", "property": "dealstage", "operation": { "operator": "IS_ANY_OF", "values": [ "closedwon" ], "operationType": "ENUMERATION" } } ], "filterBranches": [] } ] } ] } } } ] }, "expect": [ { "rule": "AUTO-04", "status": "PASS", "contains": "were not resolved" } ] }, { "id": "R60", "title": "Edit record on an associated record counts as a writer of that field, and is not a write to a missing field", "extends": "R45", "fields": [ { "object": "contacts", "name": "hubspot_owner_id", "type": "enumeration", "field_type": "select", "type_family": "reference", "options": [], "custom": false, "description": "Owner", "fill_rate": 0.9, "usages": 3 } ], "hubspot_flows": { "results": [ { "id": "3203", "name": "Deal owner copy", "isEnabled": true, "objectTypeId": "0-3", "type": "PLATFORM_FLOW", "enrollmentCriteria": { "shouldReEnroll": false }, "actions": [ { "actionId": "1", "actionTypeId": "0-5", "type": "SINGLE_CONNECTION", "fields": { "property_name": "hubspot_owner_id", "association": { "associationCategory": "HUBSPOT_DEFINED", "associationTypeId": 3 }, "value": { "type": "STATIC_VALUE", "staticValue": "27" } } } ] } ] }, "expect": [ { "rule": "FLD-02", "status": "WARN", "contains": "workflow:deal-owner-copy" } ] }, { "id": "R61", "title": "Create record's properties are writes on the created object: a second automated writer of deal stage", "extends": "R45", "inventory": { "critical_fields": [ { "object": "deals", "field": "dealstage", "class": "stage", "observed_writers": [ "integration:billing-sync" ] } ] }, "hubspot_flows": { "results": [ { "id": "3204", "name": "Deal from demo", "isEnabled": true, "objectTypeId": "0-1", "type": "CONTACT_FLOW", "enrollmentCriteria": { "shouldReEnroll": false }, "actions": [ { "actionId": "1", "actionTypeId": "0-14", "type": "SINGLE_CONNECTION", "fields": { "object_type_id": "0-3", "properties": [ { "targetProperty": "dealstage", "value": { "type": "STATIC_VALUE", "staticValue": "discovery" } }, { "targetProperty": "dealname", "value": { "type": "STATIC_VALUE", "staticValue": "Demo request" } } ] } } ] } ] }, "expect": [ { "rule": "FLD-02", "status": "FAIL", "contains": "workflow:deal-from-demo" } ] }, { "id": "R62", "title": "An action with no actionTypeId that is not a branch is listed as unclassified, never dropped", "extends": "R45", "hubspot_flows": { "results": [ { "id": "3205", "name": "Custom sync", "isEnabled": true, "objectTypeId": "0-1", "type": "CONTACT_FLOW", "enrollmentCriteria": { "shouldReEnroll": false }, "actions": [ { "actionId": "1", "type": "CUSTOM_CODE", "sourceCode": "exports.main = async () => {}" }, { "actionId": "2", "type": "LIST_BRANCH", "listBranches": [], "defaultBranchName": "none" } ] } ] }, "expect_verdict": { "automation": "Not assessable" }, "expect": [ { "rule": "AUTO-06", "status": "PASS", "contains": "among classified actions" }, { "rule": "AUTO-03", "status": "PASS", "contains": "CUSTOM_CODE" } ] }, { "id": "R63", "title": "Re-enrolment on a property change event: the property is not in the definition, so AUTO-05 is NOT CHECKED, not passed", "extends": "R45", "hubspot_flows": { "results": [ { "id": "3206", "name": "Region change", "isEnabled": true, "objectTypeId": "0-1", "type": "CONTACT_FLOW", "actions": [], "enrollmentCriteria": { "shouldReEnroll": true, "type": "EVENT_BASED", "listMembershipFilterBranches": [], "eventFilterBranches": [ { "filterBranches": [], "filters": [], "eventTypeId": "4-655002", "operator": "HAS_COMPLETED", "filterBranchType": "UNIFIED_EVENTS", "filterBranchOperator": "AND" } ] } } ] }, "expect": [ { "rule": "AUTO-05", "status": "NOT CHECKED", "contains": "property change event" } ] }, { "id": "R64", "title": "A form that sets Sales Qualified Lead directly", "extends": "R45", "inventory": { "forms": [ { "id": "f1", "name": "Contact sales", "public": true, "sets_lifecycle": "salesqualifiedlead" } ] }, "expect": [ { "rule": "LIFE-04", "status": "WARN", "contains": "salesqualifiedlead" } ] }, { "id": "R65", "title": "An empty static value clears lifecycle: LIFE-05 reads it as a clear, not a dynamic set", "extends": "R45", "hubspot_flows": { "results": [ { "id": "3207", "name": "Recycle", "isEnabled": true, "objectTypeId": "0-1", "type": "CONTACT_FLOW", "enrollmentCriteria": { "shouldReEnroll": false }, "actions": [ { "actionId": "1", "actionTypeId": "0-5", "type": "SINGLE_CONNECTION", "fields": { "property_name": "lifecyclestage", "value": { "type": "STATIC_VALUE", "staticValue": "" } } } ] } ] }, "expect": [ { "rule": "LIFE-05", "status": "FAIL", "contains": "clears or lowers lifecycle" } ] }, { "id": "R66", "title": "A flow on an object with no fields data is not read as filtering on missing fields", "extends": "R45", "fields": [ { "object": "contacts", "name": "hubspot_owner_id", "type": "enumeration", "field_type": "select", "type_family": "reference", "options": [], "custom": false, "description": "Owner", "fill_rate": 0.9, "usages": 3 } ], "hubspot_flows": { "results": [ { "id": "3208", "name": "Workspace review", "isEnabled": true, "objectTypeId": "2-12345", "type": "PLATFORM_FLOW", "actions": [], "enrollmentCriteria": { "shouldReEnroll": false, "type": "LIST_BASED", "listFilterBranch": { "filterBranchType": "OR", "filters": [], "filterBranches": [ { "filterBranchType": "AND", "filterBranches": [], "filters": [ { "filterType": "PROPERTY", "property": "workspace_plan", "operation": { "operator": "IS_ANY_OF", "values": [ "pro" ], "operationType": "ENUMERATION" } } ] } ] } } } ] }, "expect": [ { "rule": "AUTO-04", "status": "PASS", "contains": "objects with no fields data" } ] }, { "id": "R67", "title": "Customers without evidence at 6%: LIFE-06 fails above 5%, the same line as the hygiene audit's L01", "extends": "R45", "inventory": { "counts": { "customers_without_evidence": { "numerator": 6, "denominator": 100, "population": "customers" } } }, "expect": [ { "rule": "LIFE-06", "status": "FAIL", "contains": "fail above 5%" } ] } ], "history_cases": [ { "id": "H01", "title": "Salesforce Owner history with an ID row and a name row per change", "format": "salesforce", "object": "accounts", "writer_map": { "005XX0000000INT": "integration:billing-middleware", "005XX0000000MID": "integration:territory-sync" }, "rows": [ { "AccountId": "001XX000000BBB1", "Field": "Owner", "DataType": "EntityId", "OldValue": "", "NewValue": "005XX0000000AE1", "CreatedDate": "2026-10-05T07:00:00.000+0000", "CreatedById": "005XX0000000INT" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "DataType": "Text", "OldValue": "", "NewValue": "Rep One", "CreatedDate": "2026-10-05T07:00:00.000+0000", "CreatedById": "005XX0000000INT" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "DataType": "EntityId", "OldValue": "005XX0000000AE1", "NewValue": "005XX0000000AE2", "CreatedDate": "2026-10-06T07:00:00.000+0000", "CreatedById": "005XX0000000MID" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "DataType": "Text", "OldValue": "Rep One", "NewValue": "Rep Two", "CreatedDate": "2026-10-06T07:00:00.000+0000", "CreatedById": "005XX0000000MID" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "DataType": "EntityId", "OldValue": "005XX0000000AE2", "NewValue": "005XX0000000AE1", "CreatedDate": "2026-10-07T07:00:00.000+0000", "CreatedById": "005XX0000000INT" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "DataType": "Text", "OldValue": "Rep Two", "NewValue": "Rep One", "CreatedDate": "2026-10-07T07:00:00.000+0000", "CreatedById": "005XX0000000INT" } ], "expect": { "status": "FAIL", "changes": 3, "records_changed": 1, "automated_flip_flop_records": 1, "note_contains": "name rows" } }, { "id": "H02", "title": "The same Owner history exported without a DataType column", "format": "salesforce", "object": "accounts", "writer_map": { "005XX0000000INT": "integration:billing-middleware", "005XX0000000MID": "integration:territory-sync" }, "rows": [ { "AccountId": "001XX000000BBB1", "Field": "Owner", "OldValue": "", "NewValue": "005XX0000000AE1", "CreatedDate": "2026-10-05T07:00:00.000+0000", "CreatedById": "005XX0000000INT" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "OldValue": "", "NewValue": "Rep One", "CreatedDate": "2026-10-05T07:00:00.000+0000", "CreatedById": "005XX0000000INT" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "OldValue": "005XX0000000AE1", "NewValue": "005XX0000000AE2", "CreatedDate": "2026-10-06T07:00:00.000+0000", "CreatedById": "005XX0000000MID" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "OldValue": "Rep One", "NewValue": "Rep Two", "CreatedDate": "2026-10-06T07:00:00.000+0000", "CreatedById": "005XX0000000MID" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "OldValue": "005XX0000000AE2", "NewValue": "005XX0000000AE1", "CreatedDate": "2026-10-07T07:00:00.000+0000", "CreatedById": "005XX0000000INT" }, { "AccountId": "001XX000000BBB1", "Field": "Owner", "OldValue": "Rep Two", "NewValue": "Rep One", "CreatedDate": "2026-10-07T07:00:00.000+0000", "CreatedById": "005XX0000000INT" } ], "expect": { "status": "FAIL", "changes": 3, "records_changed": 1, "note_contains": "no DataType column" } }, { "id": "H03", "title": "Acme owner history: 4 flip-flops, 3 between automated writers", "format": "generic", "file": "example-acme-owner-history.csv", "expect": { "status": "FAIL", "records_changed": 12, "flip_flop_records": 4, "automated_flip_flop_records": 3, "human_reversal_records": 1 } }, { "id": "H04", "title": "Salesforce vignette with the writer map: the middleware reverses a rep's change", "format": "salesforce", "object": "accounts", "file": "example-salesforce-field-history.csv", "writer_map_file": "example-salesforce-writer-map.csv", "expect": { "status": "WARN", "flip_flop_records": 2, "human_reversal_records": 2 } }, { "id": "H05", "title": "The same vignette without the writer map: unmapped user IDs count as automated", "format": "salesforce", "object": "accounts", "file": "example-salesforce-field-history.csv", "expect": { "status": "FAIL", "automated_flip_flop_records": 2, "note_contains": "not in the writer map" } }, { "id": "H06", "title": "Attio vignette: an app replaces a member's multi-value entries", "format": "attio", "file": "example-attio-history.json", "expect": { "status": "WARN", "human_reversal_records": 1, "note_contains": "raw ID" } }, { "id": "H07", "title": "HubSpot's wide export with repeated headers: every revision is read, not the oldest alone", "writer_map": { "Workflow 1003": "workflow:inbound-rotation", "EnrichCo": "integration:enrichco", "rep.a@example.com": "user:sales-rep" }, "format": "hubspot", "file": "example-hubspot-owner-history-wide.csv", "object": "contacts", "field": "hubspot_owner_id", "group": "value,time,source", "expect": { "status": "FAIL", "records_changed": 3, "changes": 8, "flip_flop_records": 2, "automated_flip_flop_records": 1, "human_reversal_records": 1 } }, { "id": "H08", "title": "The same export with no writer map: sources stay hashed and count as automated", "format": "hubspot", "file": "example-hubspot-owner-history-wide.csv", "object": "contacts", "field": "hubspot_owner_id", "group": "value,time,source", "expect": { "status": "FAIL", "flip_flop_records": 2, "automated_flip_flop_records": 2, "note_contains": "hashed source text" } }, { "id": "H09", "title": "A wide export without --group stops, never reads one group as the whole history", "format": "hubspot", "file": "example-hubspot-owner-history-wide.csv", "object": "contacts", "field": "hubspot_owner_id", "expect_error": "not one change per row" }, { "id": "H10", "title": "A wide export with no source column stops: without writers no flip-flop can show", "format": "hubspot", "file": "example-hubspot-owner-history-wide.csv", "object": "contacts", "field": "hubspot_owner_id", "group": "value,time,skip", "expect_error": "Include Source Information" }, { "id": "H11", "title": "A history with no writer on any row stops instead of passing", "format": "generic", "rows": [ { "object": "contacts", "record_id": "1", "field": "hubspot_owner_id", "changed_at": "2026-10-20T09:00:00Z", "value": "a", "writer": "" } ], "expect_error": "no row names a writer" } ] }