axis-crm 1.0.1 → 1.0.2

package/README.md

@@ -52,7 +52,7 @@ clients/acme-consulting/
   projects/
     web-redesign/
       README.md              # scope, timeline, status, value
-      zadani.md              # client brief
+      brief.md              # client brief
       deliverables/
       notes/
   communication/

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "axis-crm",
-  "version": "1.0.1",
+  "version": "1.0.2",
   "description": "A git-based CRM for freelancers and small teams. Markdown + YAML + Obsidian + n8n.",
   "bin": {
     "axis-crm": "./cli/index.js"

package/template/automations/client-research.json

@@ -56,7 +56,7 @@
       "typeVersion": 2,
       "position": [1050, 300],
       "parameters": {
-        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyzuj firmu a vytvor strukturovany profil.\n\nFirma: ${data.companyName}\nWeb: ${data.website}\nEmaily nalezene na webu: ${data.extractedEmails.join(', ')}\nTelefony nalezene na webu: ${data.extractedPhones.join(', ')}\n\nObsah webu (5000 znaku):\n${data.textContent.substring(0, 5000)}\n\nOdpovez POUZE validnim JSON:\n{\n  \"company_name\": \"Oficialni nazev\",\n  \"description\": \"1-2 vety co firma dela\",\n  \"industry\": \"obor\",\n  \"services\": [\"sluzba1\", \"sluzba2\"],\n  \"city\": \"mesto\",\n  \"country\": \"CZ/SK/DE/AT/...\",\n  \"size_estimate\": \"micro/small/medium/large\",\n  \"contacts\": [{\"name\": \"Jmeno\", \"role\": \"pozice\", \"email\": \"email\", \"phone\": \"tel\"}],\n  \"social\": {\"linkedin\": \"\", \"facebook\": \"\"},\n  \"web_quality\": \"modern/outdated/basic\",\n  \"notes\": \"dalsi poznamky\"\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
+        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyze the company and create a structured profile.\n\nCompany: ${data.companyName}\nWebsite: ${data.website}\nEmails found on website: ${data.extractedEmails.join(', ')}\nPhones found on website: ${data.extractedPhones.join(', ')}\n\nWebsite content (5000 chars):\n${data.textContent.substring(0, 5000)}\n\nRespond with ONLY valid JSON:\n{\n  \"company_name\": \"Official name\",\n  \"description\": \"1-2 sentences about what the company does\",\n  \"industry\": \"industry\",\n  \"services\": [\"service1\", \"service2\"],\n  \"city\": \"city\",\n  \"country\": \"CZ/SK/DE/AT/...\",\n  \"size_estimate\": \"micro/small/medium/large\",\n  \"contacts\": [{\"name\": \"Name\", \"role\": \"position\", \"email\": \"email\", \"phone\": \"phone\"}],\n  \"social\": {\"linkedin\": \"\", \"facebook\": \"\"},\n  \"web_quality\": \"modern/outdated/basic\",\n  \"notes\": \"additional notes\"\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
       }
     },
     {

package/template/automations/fireflies-to-crm.json

@@ -47,7 +47,7 @@
       "typeVersion": 2,
       "position": [850, 300],
       "parameters": {
-        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyzuj tento meeting a urcni ke kteremu klientovi patri.\n\nMeeting: ${data.title}\nUcastnici: ${data.participants.join(', ')}\nSummary: ${data.summary}\nTranscript (prvnich 2000 znaku):\n${data.transcript.substring(0, 2000)}\n\nOdpovez POUZE validnim JSON (bez markdown code blocku):\n{\n  \"client_slug\": \"nazev-firmy-lowercase-pomlcky-bez-sro\",\n  \"client_name\": \"Oficialni nazev firmy\",\n  \"is_new\": true,\n  \"attendees\": [\"jmeno1\", \"jmeno2\"],\n  \"summary\": \"2-3 vety co se resilo\",\n  \"action_items\": [\"ukol1\", \"ukol2\"],\n  \"topics\": [\"tema1\", \"tema2\"]\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
+        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyze this meeting and identify which client it belongs to.\n\nMeeting: ${data.title}\nParticipants: ${data.participants.join(', ')}\nSummary: ${data.summary}\nTranscript (first 2000 chars):\n${data.transcript.substring(0, 2000)}\n\nRespond with ONLY valid JSON (no markdown code blocks):\n{\n  \"client_slug\": \"company-name-lowercase-dashes-no-legal-suffix\",\n  \"client_name\": \"Official company name\",\n  \"is_new\": true,\n  \"attendees\": [\"name1\", \"name2\"],\n  \"summary\": \"2-3 sentences about what was discussed\",\n  \"action_items\": [\"task1\", \"task2\"],\n  \"topics\": [\"topic1\", \"topic2\"]\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
       }
     },
     {

package/template/clients/acme-consulting/projects/web-redesign/{zadani.md → brief.md}

@@ -1,5 +1,5 @@
 ---
-title: 'Zadani — Web Redesign'
+title: 'Brief — Web Redesign'
 created: '2026-02-10'
 type: brief
 ---

package/template/rules/structure.md

@@ -13,7 +13,7 @@ clients/company-name/
   contacts/              # people from the company
     jan-novak.md         # contact person
   communication/         # key decisions and communication
-    2026-04-10-cena-dohodnuta.md
+    2026-04-10-price-agreed.md
   files/                 # documents
     contracts/           # signed contracts, NDAs, amendments
     proposals/           # price quotes, proposals
@@ -23,7 +23,7 @@ clients/company-name/
   projects/              # projects for the client
     project-name/        # each project = folder
       README.md          # scope, status, timeline
-      zadani.md          # brief from the client
+      brief.md          # brief from the client
       deliverables/      # outputs
       notes/             # ongoing notes
 ```
@@ -43,7 +43,7 @@ Important decisions and communication. NOT every email — only what changes dir
 
 - Filename format: `YYYY-MM-DD-description.md`
 - Frontmatter: date, channel (email/call/chat), participants, decision
-- Example: `2026-04-10-cena-dohodnuta.md` — client approved the quote
+- Example: `2026-04-10-price-agreed.md` — client approved the quote
 
 ### files/
 
@@ -69,7 +69,7 @@ Meeting notes.
 Each project = its own folder.
 
 - `README.md` — scope, status, timeline, deliverables
-- `zadani.md` — original brief from the client
+- `brief.md` — original brief from the client
 - `deliverables/` — final outputs
 - `notes/` — ongoing notes, drafts
 

package/template/scripts/convert-to-client.sh

@@ -70,9 +70,9 @@ mkdir -p "$CLIENT_DIR/contacts"
 mkdir -p "$CLIENT_DIR/projects"
 mkdir -p "$CLIENT_DIR/meetings"
 mkdir -p "$CLIENT_DIR/communication"
-mkdir -p "$CLIENT_DIR/files/smlouvy"
-mkdir -p "$CLIENT_DIR/files/nabidky"
-mkdir -p "$CLIENT_DIR/files/faktury"
+mkdir -p "$CLIENT_DIR/files/contracts"
+mkdir -p "$CLIENT_DIR/files/proposals"
+mkdir -p "$CLIENT_DIR/files/invoices"
 
 # Create README.md from template with lead data
 sed -e "s|^title: ''|title: \"$TITLE\"|" \

package/template/scripts/new-project.sh

@@ -51,19 +51,19 @@ sed -i '' \
   -e "s|^start: ''|start: '$TODAY'|" \
   "$PROJECT_DIR/README.md"
 
-# Fill in zadani.md
+# Fill in brief.md
 sed -i '' \
-  -e "s|^title: 'Zadani — '|title: 'Zadani — $PROJECT_NAME'|" \
+  -e "s|^title: 'Brief — '|title: 'Brief — $PROJECT_NAME'|" \
   -e "s|^created: ''|created: '$TODAY'|" \
-  "$PROJECT_DIR/zadani.md"
+  "$PROJECT_DIR/brief.md"
 
 echo "Project created: $PROJECT_DIR/"
 echo ""
 echo "  README.md      — scope, status, timeline"
-echo "  zadani.md      — brief od klienta"
-echo "  deliverables/  — vystupy"
-echo "  notes/         — prubezne poznamky"
+echo "  brief.md       — client brief"
+echo "  deliverables/  — outputs"
+echo "  notes/         — ongoing notes"
 echo ""
 echo "Next steps:"
-echo "  1. Vyplnit zadani.md"
-echo "  2. Doplnit scope a timeline v README.md"
+echo "  1. Fill in brief.md with client requirements"
+echo "  2. Add scope and timeline to README.md"

package/template/templates/project/{zadani.md → brief.md}

@@ -1,5 +1,5 @@
 ---
-title: 'Zadani — '
+title: 'Brief — '
 created: ''
 type: brief
 ---