020101 Contact Crm

Contact CRM

This skill provides a complete contact-product-organization management system using CSV files with relational linking via UUIDs. Three normalized entities with auto-export to PDF and XLSX.

Data model

Organization ──1:N──→ Contact ──N:N──→ Product

• Organization: company or entity with address, industry, tax info
• Contact: person linked to one organization
• Product: catalog item referenced by contacts via product_ids

When to install dependencies

If you only need the CSV schema or pattern, no installation needed. If you need validation, CRUD operations, or export, install dependencies:

pip install -r requirements.txt

Scripts auto-detect missing dependencies and install them on first run.

How to use this skill

1. Scaffold: python scripts/scaffold.py — generates empty CSVs with correct headers
2. Organizations: python scripts/organizations.py add|list|search|update
3. Contacts: python scripts/contacts.py add|list|search|update
4. Products: python scripts/products.py add|list|search|update
5. Validate: python scripts/validate.py — checks phone numbers + cross-CSV references
6. Export: python scripts/export.py — generates PDF and XLSX

All CRUD operations auto-trigger export after every save.

Quick reference

# Scaffold empty CSVs
python scripts/scaffold.py

# Create an organization
python scripts/organizations.py add

# Create a contact (note the org UUID from previous step)
python scripts/contacts.py add

# Create a product (note the product UUID)
python scripts/products.py add

# Link product to contact via update
python scripts/contacts.py update <contact-num>

# Validate everything
python scripts/validate.py

# Export to PDF + XLSX
python scripts/export.py

References

• references/schema.md — Full schema for all three CSVs
• references/linking.md — UUID-based cross-CSV linking, consistency rules
• references/validation.md — Phone validation, fuzzy duplicate detection
• references/export.md — PDF and XLSX output specifications