axis-crm 1.0.1 → 1.1.0

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/cli/index.js

@@ -95,12 +95,14 @@ countFiles(targetDir);
 console.log(`  Done! ${fileCount} files created.\n`);
 console.log("  Next steps:\n");
 console.log(`    cd ${targetName}`);
-console.log("    git init");
-console.log('    git add -A && git commit -m "init: axis-crm"');
-console.log('    ./scripts/new-lead.sh "First Lead Inc"');
+console.log("    ./scripts/setup.sh");
+console.log('    ./scripts/new-lead.sh "First Lead Inc" --source manual');
+console.log("    ./scripts/validate.sh");
 console.log("");
+console.log(
+  "  Open CLAUDE.md to use with AI coding agents (Claude Code, Cursor).",
+);
 console.log("  Open in Obsidian for dashboards (install Dataview plugin).");
-console.log("  Open CLAUDE.md to use with AI coding agents.");
 console.log("");
 console.log("  Docs: https://github.com/PatrikSchick-AI/axis-crm");
 console.log("");

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "axis-crm",
-  "version": "1.0.1",
+  "version": "1.1.0",
   "description": "A git-based CRM for freelancers and small teams. Markdown + YAML + Obsidian + n8n.",
   "bin": {
     "axis-crm": "./cli/index.js"

package/template/CLAUDE.md

@@ -1,38 +1,172 @@
-# CLAUDE.md
+# Axis CRM — AI Agent Instructions
 
-Axis CRM — git-based CRM system. Markdown files with YAML frontmatter, versioned in git.
+> Git-based CRM for freelancers and small teams.
+> You (the AI agent) are the primary interface. Users send you context and you manage the CRM.
 
-## Structure
+## Quick Reference
 
-- `clients/` — each client = a folder (README.md, contacts/, meetings/, projects/, communication/, files/)
-- `leads/` — each lead = a single .md file
-- `templates/` — templates for all record types
-- `rules/` — lifecycle, scoring, field definitions, folder structure
-- `scripts/` — new-lead.sh, convert-to-client.sh, new-project.sh, validate.sh
-- `automations/` — n8n workflow JSON exports
-- `dashboards/` — Obsidian Dataview dashboards
+All scripts are in `scripts/`. They are non-interactive (no prompts, all input via flags).
 
-## Conventions
+### Create lead
+```bash
+./scripts/new-lead.sh "Company Name" \
+  --source referral \
+  --city Prague \
+  --industry consulting \
+  --email info@example.com \
+  --phone "+420123456789" \
+  --web https://example.com
+```
+All flags are optional. Creates `leads/company-name.md`.
+
+### Convert lead to client
+```bash
+./scripts/convert-to-client.sh company-name
+```
+Reads lead file, creates full client folder structure, deletes lead (history in git).
+
+### Create project for client
+```bash
+./scripts/new-project.sh client-slug "Project Name"
+```
+Creates `clients/client-slug/projects/project-name/` with README.md + brief.md.
+
+### Validate data
+```bash
+./scripts/validate.sh              # check all
+./scripts/validate.sh leads        # leads only
+./scripts/validate.sh clients      # clients only
+./scripts/validate.sh --fix        # show actionable fix commands
+```
+
+### Setup check
+```bash
+./scripts/setup.sh                 # verify environment
+```
+
+## Common Operations
+
+### Add a contact to a client
+Create a markdown file in `clients/{slug}/contacts/`:
+```yaml
+---
+title: "Jane Smith"
+created: "2026-04-14"
+tags: [contact]
+type: contact
+role: "CEO"
+email: "jane@example.com"
+phone: "+420123456789"
+linkedin: ""
+last_contact: ""
+notes: ""
+---
+
+## Notes
+
+Key decision maker. Prefers email communication.
+```
+
+### Add a meeting note
+Create a file in `clients/{slug}/meetings/`:
+```yaml
+---
+title: "Kickoff meeting"
+created: "2026-04-14"
+tags: [meeting]
+type: meeting
+attendees: [Jane Smith, John Doe]
+---
+
+## Agenda
+
+1. Project scope review
+2. Timeline discussion
+
+## Notes
+
+- Agreed on 3-month timeline
+- Budget confirmed at 50k CZK/month
 
-- Code, commits, branches: English
-- Commit messages: `feat:`, `fix:`, `docs:`, `chore:`
-- YAML frontmatter on every .md file
-- Never use emoji as icons — use SVG icons (Lucide, Heroicons)
+## Action Items
+
+- [ ] Send proposal by Friday
+- [ ] Schedule follow-up for next week
+```
+
+### Add a communication entry
+Create a file in `clients/{slug}/communication/`:
+```yaml
+---
+title: "Price agreed"
+created: "2026-04-14"
+tags: [communication, decision]
+type: communication
+channel: email
+---
+
+## Summary
+
+Agreed on hourly rate of 2000 CZK. Starting next Monday.
+```
+
+### Update client rates
+Edit `clients/{slug}/README.md` frontmatter:
+```yaml
+hourly_rate: 2000
+manday_rate: 15000
+currency: "CZK"
+```
+
+### Score a lead
+Review `rules/scoring.md` for criteria, then update `leads/{slug}.md`:
+```yaml
+score: 75
+```
+Thresholds: 0-39 = low, 40-69 = medium, 70-100 = high priority.
+
+## File Structure
+
+```
+clients/             — each client = a folder
+  {slug}/
+    README.md        — overview, rates, status, frontmatter
+    contacts/        — key people (.md per person)
+    meetings/        — meeting notes (.md per meeting)
+    projects/        — project folders (README.md + brief.md)
+    communication/   — key decisions, emails (.md per entry)
+    files/           — contracts/, proposals/, invoices/
+
+leads/               — each lead = a single .md file
+  {slug}.md          — frontmatter with all lead data
+
+templates/           — templates for all record types
+rules/               — lifecycle, scoring, field definitions
+scripts/             — new-lead.sh, convert-to-client.sh, new-project.sh, validate.sh, setup.sh
+automations/         — n8n workflow JSON exports
+dashboards/          — Obsidian Dataview dashboards
+```
+
+## Lead Lifecycle
+
+```
+new -> enriched -> qualified -> contacted -> responded -> opportunity -> client
+```
+
+Each stage has required fields. Run `./scripts/validate.sh` to check.
 
 ## Rules
 
 - A lead is a file. A client is a folder.
-- Convert lead to client: `scripts/convert-to-client.sh slug`
-- Create new lead: `scripts/new-lead.sh "Company Name"`
-- Validate data: `scripts/validate.sh`
-- Lead lifecycle: new → enriched → qualified → contacted → responded → opportunity → client
-- Scoring: 0-100, thresholds in `rules/scoring.md`
-- Client rates: `hourly_rate`, `manday_rate`, `currency` fields in client README.md
+- All scripts are non-interactive — designed for AI agent usage
+- All flags have argument guards — missing value = clear error message
+- Slug = lowercase, hyphens, ASCII only (diacritics stripped)
+- Never commit .env, API keys, or credentials
+- Never use emoji as icons in any output
 
-## Build & Check
+## Integration with Axis Tasks
 
-```bash
-./scripts/validate.sh          # Validate all leads + clients
-./scripts/validate.sh leads    # Leads only
-./scripts/validate.sh clients  # Clients only
-```
+If [Axis Tasks](https://github.com/PatrikSchick-AI/Axis-Tasks) is installed as a sibling directory (`../tasks/`):
+- Meeting action items can be converted to tasks
+- Client slug from CRM is used as `--client` in task creation
+- Time reports can be filtered per client

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-lead.sh

@@ -4,15 +4,24 @@ set -euo pipefail
 # new-lead.sh — Create a new lead from template
 #
 # Usage:
-#   ./new-lead.sh "Firma s.r.o." --source firmy-cz --city Plzen --industry ucetnictvi
-#   ./new-lead.sh "Firma s.r.o."  (interactive — prompts for fields)
+#   ./new-lead.sh "Company Name" --source firmy-cz --city Prague --industry accounting
+#   ./new-lead.sh "Company Name" --email info@example.com --web https://example.com
+#   ./new-lead.sh "Company Name"  (creates with defaults, fill in later)
 
 CRM_DIR="$(cd "$(dirname "$0")/.." && pwd)"
 TEMPLATE="$CRM_DIR/templates/lead.md"
 LEADS_DIR="$CRM_DIR/leads"
 
 if [ $# -lt 1 ]; then
-  echo "Usage: new-lead.sh \"Firma Name\" [--source X] [--city X] [--industry X] [--email X] [--phone X] [--web X]"
+  echo "Usage: new-lead.sh \"Company Name\" [flags]"
+  echo ""
+  echo "Flags:"
+  echo "  --source    Lead source (e.g. firmy-cz, apify, referral, manual)"
+  echo "  --city      City"
+  echo "  --industry  Industry"
+  echo "  --email     Email"
+  echo "  --phone     Phone"
+  echo "  --web       Website URL"
   exit 1
 fi
 
@@ -24,35 +33,36 @@ SLUG=$(echo "$TITLE" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0-9]/-/g' | sed
 TODAY=$(date +%Y-%m-%d)
 OUTPUT="$LEADS_DIR/$SLUG.md"
 
+if [ -z "$SLUG" ]; then
+  echo "Error: Cannot generate slug from title '$TITLE'"
+  exit 1
+fi
+
 if [ -f "$OUTPUT" ]; then
   echo "Error: Lead already exists: $OUTPUT"
   exit 1
 fi
 
-# Parse optional flags
+# Parse optional flags (with argument guards)
 SOURCE="" CITY="" INDUSTRY="" EMAIL="" PHONE="" WEB=""
 while [ $# -gt 0 ]; do
   case "$1" in
-    --source)  SOURCE="$2"; shift 2 ;;
-    --city)    CITY="$2"; shift 2 ;;
-    --industry) INDUSTRY="$2"; shift 2 ;;
-    --email)   EMAIL="$2"; shift 2 ;;
-    --phone)   PHONE="$2"; shift 2 ;;
-    --web)     WEB="$2"; shift 2 ;;
+    --source)   [ $# -ge 2 ] || { echo "Error: --source requires a value"; exit 1; }
+                SOURCE="$2"; shift 2 ;;
+    --city)     [ $# -ge 2 ] || { echo "Error: --city requires a value"; exit 1; }
+                CITY="$2"; shift 2 ;;
+    --industry) [ $# -ge 2 ] || { echo "Error: --industry requires a value"; exit 1; }
+                INDUSTRY="$2"; shift 2 ;;
+    --email)    [ $# -ge 2 ] || { echo "Error: --email requires a value"; exit 1; }
+                EMAIL="$2"; shift 2 ;;
+    --phone)    [ $# -ge 2 ] || { echo "Error: --phone requires a value"; exit 1; }
+                PHONE="$2"; shift 2 ;;
+    --web)      [ $# -ge 2 ] || { echo "Error: --web requires a value"; exit 1; }
+                WEB="$2"; shift 2 ;;
     *) echo "Unknown flag: $1"; exit 1 ;;
   esac
 done
 
-# If no flags provided, prompt interactively
-if [ -z "$SOURCE" ] && [ -t 0 ]; then
-  read -p "Source (e.g. firmy-cz, apify, manual): " SOURCE
-  read -p "City: " CITY
-  read -p "Industry: " INDUSTRY
-  read -p "Email: " EMAIL
-  read -p "Phone: " PHONE
-  read -p "Web: " WEB
-fi
-
 # Create lead from template
 sed -e "s|^title: ''|title: \"$TITLE\"|" \
     -e "s|^created: ''|created: \"$TODAY\"|" \
@@ -65,4 +75,5 @@ sed -e "s|^title: ''|title: \"$TITLE\"|" \
     "$TEMPLATE" > "$OUTPUT"
 
 echo "Created: $OUTPUT"
-echo "Status: new (next step: enrich with ARES data)"
+echo "Status: new | Source: ${SOURCE:-none}"
+exit 0

package/template/scripts/new-project.sh

@@ -4,18 +4,21 @@ set -uo pipefail
 # new-project.sh — Create a new project folder for a client
 #
 # Usage:
-#   ./new-project.sh client-slug project-name
+#   ./new-project.sh client-slug "Project Name"
 #   ./new-project.sh acme-consulting "Web Redesign"
 
 CRM_DIR="$(cd "$(dirname "$0")/.." && pwd)"
 CLIENTS_DIR="$CRM_DIR/clients"
 TEMPLATE_DIR="$CRM_DIR/templates/project"
 
+# Portable sed -i
+_sed_i() { if [[ "$OSTYPE" == "darwin"* ]]; then sed -i '' "$@"; else sed -i "$@"; fi; }
+
 if [ $# -lt 2 ]; then
   echo "Usage: new-project.sh <client-slug> \"Project Name\""
   echo ""
   echo "Available clients:"
-  ls "$CLIENTS_DIR"
+  ls "$CLIENTS_DIR" 2>/dev/null || echo "  (none)"
   exit 1
 fi
 
@@ -27,7 +30,7 @@ if [ ! -d "$CLIENT_DIR" ]; then
   echo "Error: Client not found: $CLIENT_DIR"
   echo ""
   echo "Available clients:"
-  ls "$CLIENTS_DIR"
+  ls "$CLIENTS_DIR" 2>/dev/null || echo "  (none)"
   exit 1
 fi
 
@@ -36,6 +39,11 @@ PROJECT_SLUG=$(echo "$PROJECT_NAME" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0
 PROJECT_DIR="$CLIENT_DIR/projects/$PROJECT_SLUG"
 TODAY=$(date +%Y-%m-%d)
 
+if [ -z "$PROJECT_SLUG" ]; then
+  echo "Error: Cannot generate slug from project name '$PROJECT_NAME'"
+  exit 1
+fi
+
 if [ -d "$PROJECT_DIR" ]; then
   echo "Error: Project already exists: $PROJECT_DIR"
   exit 1
@@ -45,25 +53,22 @@ fi
 cp -r "$TEMPLATE_DIR" "$PROJECT_DIR"
 
 # Fill in README.md
-sed -i '' \
+_sed_i \
   -e "s|^title: ''|title: '$PROJECT_NAME'|" \
   -e "s|^created: ''|created: '$TODAY'|" \
   -e "s|^start: ''|start: '$TODAY'|" \
   "$PROJECT_DIR/README.md"
 
-# Fill in zadani.md
-sed -i '' \
-  -e "s|^title: 'Zadani — '|title: 'Zadani — $PROJECT_NAME'|" \
+# Fill in brief.md
+_sed_i \
+  -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 ""
-echo "Next steps:"
-echo "  1. Vyplnit zadani.md"
-echo "  2. Doplnit scope a timeline v README.md"
+echo "  brief.md       — client brief"
+echo "  deliverables/  — outputs"
+echo "  notes/         — ongoing notes"
+exit 0

package/template/scripts/setup.sh

@@ -0,0 +1,115 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+# setup.sh — Verify environment and initialize Axis CRM
+#
+# Usage:
+#   ./setup.sh          # check + init
+#   ./setup.sh --check  # check only, no changes
+
+CRM_DIR="$(cd "$(dirname "$0")/.." && pwd)"
+CHECK_ONLY=false
+[ "${1:-}" = "--check" ] && CHECK_ONLY=true
+
+PASS=0
+WARN=0
+FAIL=0
+
+ok()   { echo "  [OK]   $1"; PASS=$((PASS + 1)); }
+warn() { echo "  [WARN] $1"; WARN=$((WARN + 1)); }
+fail() { echo "  [FAIL] $1"; FAIL=$((FAIL + 1)); }
+
+echo ""
+echo "=== Axis CRM — Setup Check ==="
+echo ""
+
+# --- Required ---
+
+echo "Required:"
+
+if command -v bash &>/dev/null; then
+  ok "bash $(bash --version | head -1 | sed 's/.*version //' | sed 's/ .*//')"
+else
+  fail "bash not found"
+fi
+
+if command -v git &>/dev/null; then
+  ok "git $(git --version | sed 's/git version //')"
+else
+  fail "git not found"
+fi
+
+echo ""
+echo "Optional:"
+
+# Axis Tasks integration
+TASKS_DIR=""
+for candidate in "$CRM_DIR/../tasks" "$CRM_DIR/../10-tasks"; do
+  if [ -d "$candidate/scripts" ]; then
+    TASKS_DIR="$(cd "$candidate" && pwd)"
+    break
+  fi
+done
+
+if [ -n "$TASKS_DIR" ]; then
+  ok "Axis Tasks found ($TASKS_DIR)"
+  echo "       Task creation from meetings enabled"
+else
+  warn "Axis Tasks not found — task integration disabled"
+  echo "       Install: https://github.com/PatrikSchick-AI/Axis-Tasks"
+fi
+
+echo ""
+echo "Directories:"
+
+DIRS="clients leads templates scripts rules dashboards automations"
+for dir in $DIRS; do
+  if [ -d "$CRM_DIR/$dir" ]; then
+    ok "$dir/"
+  else
+    if [ "$CHECK_ONLY" = true ]; then
+      fail "$dir/ missing"
+    else
+      mkdir -p "$CRM_DIR/$dir"
+      ok "$dir/ (created)"
+    fi
+  fi
+done
+
+echo ""
+echo "Scripts:"
+
+for script in new-lead.sh convert-to-client.sh new-project.sh validate.sh; do
+  SCRIPT_PATH="$CRM_DIR/scripts/$script"
+  if [ ! -f "$SCRIPT_PATH" ]; then
+    fail "$script missing"
+  elif [ -x "$SCRIPT_PATH" ]; then
+    ok "$script"
+  else
+    if [ "$CHECK_ONLY" = true ]; then
+      warn "$script not executable"
+    else
+      chmod +x "$SCRIPT_PATH"
+      ok "$script (made executable)"
+    fi
+  fi
+done
+
+echo ""
+
+TOTAL=$((PASS + WARN + FAIL))
+echo "=== Summary: $PASS passed, $WARN warnings, $FAIL failed (of $TOTAL checks) ==="
+
+if [ "$FAIL" -gt 0 ]; then
+  echo ""
+  echo "Fix the failures above before using Axis CRM."
+  exit 1
+fi
+
+if [ "$WARN" -gt 0 ]; then
+  echo ""
+  echo "Axis CRM is ready. Warnings are optional enhancements."
+fi
+
+echo ""
+exit 0

package/template/scripts/validate.sh

@@ -7,7 +7,7 @@ set -uo pipefail
 #   ./validate.sh           # Check everything
 #   ./validate.sh leads     # Check only leads
 #   ./validate.sh clients   # Check only clients
-#   ./validate.sh --fix     # Show what needs fixing (actionable output)
+#   ./validate.sh --fix     # Show actionable fix commands
 
 CRM_DIR="$(cd "$(dirname "$0")/.." && pwd)"
 LEADS_DIR="$CRM_DIR/leads"
@@ -16,16 +16,27 @@ CLIENTS_DIR="$CRM_DIR/clients"
 ERRORS=0
 WARNINGS=0
 CHECKED=0
-MODE="${1:-all}"
+FIX_MODE=false
+MODE="all"
+
+# Parse arguments
+for arg in "$@"; do
+  case "$arg" in
+    --fix) FIX_MODE=true ;;
+    leads|clients|all) MODE="$arg" ;;
+    *) echo "Unknown argument: $arg"; exit 1 ;;
+  esac
+done
 
 RED='\033[0;31m'
 YELLOW='\033[0;33m'
 GREEN='\033[0;32m'
 NC='\033[0m'
 
-error() { echo -e "  ${RED}ERROR${NC}: $1"; ERRORS=$((ERRORS + 1)); }
-warn()  { echo -e "  ${YELLOW}WARN${NC}:  $1"; WARNINGS=$((WARNINGS + 1)); }
-ok()    { echo -e "  ${GREEN}OK${NC}:    $1"; }
+error() { printf "  ${RED}ERROR${NC}: %s\n" "$1"; ERRORS=$((ERRORS + 1)); }
+warn()  { printf "  ${YELLOW}WARN${NC}:  %s\n" "$1"; WARNINGS=$((WARNINGS + 1)); }
+ok()    { printf "  ${GREEN}OK${NC}:    %s\n" "$1"; }
+fix()   { printf "  ${GREEN}FIX${NC}:   %s\n" "$1"; }
 
 # Extract frontmatter value (handles quoted and unquoted)
 get_field() {
@@ -51,13 +62,23 @@ check_lead() {
 
   # Always required
   for f in title created source; do
-    has_field "$file" "$f" || error "$name: missing '$f' (required for all leads)"
+    if ! has_field "$file" "$f"; then
+      error "$name: missing '$f' (required for all leads)"
+      if [ "$FIX_MODE" = true ]; then
+        fix "Add '$f' to frontmatter in leads/$name.md"
+      fi
+    fi
   done
 
   # Enriched+
   if [[ "$status" =~ ^(enriched|qualified|contacted|responded|opportunity)$ ]]; then
     for f in city industry ico web email; do
-      has_field "$file" "$f" || error "$name: missing '$f' (required for status=$status)"
+      if ! has_field "$file" "$f"; then
+        error "$name: missing '$f' (required for status=$status)"
+        if [ "$FIX_MODE" = true ]; then
+          fix "Add '$f: \"value\"' to leads/$name.md frontmatter"
+        fi
+      fi
     done
   fi
 
@@ -67,19 +88,29 @@ check_lead() {
     score=$(get_field "$file" "score")
     if [ -z "$score" ] || [ "$score" = "0" ]; then
       warn "$name: score is 0 (expected > 40 for status=$status)"
+      if [ "$FIX_MODE" = true ]; then
+        fix "Run scoring: review rules/scoring.md and update 'score:' in leads/$name.md"
+      fi
     fi
   fi
 
   # Contacted+
   if [[ "$status" =~ ^(contacted|responded|opportunity)$ ]]; then
     for f in campaign first_contact; do
-      has_field "$file" "$f" || error "$name: missing '$f' (required for status=$status)"
+      if ! has_field "$file" "$f"; then
+        error "$name: missing '$f' (required for status=$status)"
+        if [ "$FIX_MODE" = true ]; then
+          fix "Add '$f: \"value\"' to leads/$name.md frontmatter"
+        fi
+      fi
     done
   fi
 
   # Opportunity
   if [ "$status" = "opportunity" ]; then
-    has_field "$file" "priority" || warn "$name: missing 'priority' (recommended for opportunity)"
+    if ! has_field "$file" "priority"; then
+      warn "$name: missing 'priority' (recommended for opportunity)"
+    fi
   fi
 }
 
@@ -92,17 +123,27 @@ check_client() {
 
   if [ ! -f "$readme" ]; then
     error "$name: missing README.md"
+    if [ "$FIX_MODE" = true ]; then
+      fix "cp templates/client/README.md clients/$name/README.md"
+    fi
     return
   fi
 
   # Required fields
   for f in title status; do
-    has_field "$readme" "$f" || error "$name: missing '$f' in README.md"
+    if ! has_field "$readme" "$f"; then
+      error "$name: missing '$f' in README.md"
+    fi
   done
 
   # Check folder structure
   for subdir in contacts projects meetings communication files; do
-    [ -d "$dir/$subdir" ] || warn "$name: missing $subdir/ directory"
+    if [ ! -d "$dir/$subdir" ]; then
+      warn "$name: missing $subdir/ directory"
+      if [ "$FIX_MODE" = true ]; then
+        fix "mkdir -p clients/$name/$subdir"
+      fi
+    fi
   done
 
   # Check for at least one contact
@@ -115,35 +156,45 @@ check_client() {
 
 # Run checks
 echo "=== Axis CRM Validation ==="
+[ "$FIX_MODE" = true ] && echo "(fix mode — showing actionable suggestions)"
 echo ""
 
 if [ "$MODE" = "all" ] || [ "$MODE" = "leads" ]; then
   echo "--- Leads ---"
+  HAS_LEADS=false
   for f in "$LEADS_DIR"/*.md; do
-    [ -f "$f" ] && check_lead "$f"
+    [ -f "$f" ] || continue
+    HAS_LEADS=true
+    check_lead "$f"
   done
+  [ "$HAS_LEADS" = false ] && echo "  (no leads found)"
   echo ""
 fi
 
 if [ "$MODE" = "all" ] || [ "$MODE" = "clients" ]; then
   echo "--- Clients ---"
+  HAS_CLIENTS=false
   for d in "$CLIENTS_DIR"/*/; do
-    [ -d "$d" ] && check_client "$d"
+    [ -d "$d" ] || continue
+    HAS_CLIENTS=true
+    check_client "$d"
   done
+  [ "$HAS_CLIENTS" = false ] && echo "  (no clients found)"
   echo ""
 fi
 
 # Summary
 echo "=== Summary ==="
 echo "  Checked: $CHECKED"
-echo -e "  Errors:  ${RED}$ERRORS${NC}"
-echo -e "  Warnings: ${YELLOW}$WARNINGS${NC}"
+printf "  Errors:  ${RED}%d${NC}\n" "$ERRORS"
+printf "  Warnings: ${YELLOW}%d${NC}\n" "$WARNINGS"
 
-if [ "$ERRORS" -gt 0 ]; then
+if [ "$ERRORS" -gt 0 ] && [ "$FIX_MODE" = false ]; then
   echo ""
   echo "Run with '--fix' flag for actionable suggestions."
   exit 1
-else
+elif [ "$ERRORS" -eq 0 ]; then
   echo ""
-  echo -e "${GREEN}All checks passed.${NC}"
+  printf "${GREEN}All checks passed.${NC}\n"
 fi
+exit 0

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

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