#!/usr/bin/env bun /** * crm-note-enhancer * Converts call notes into structured CRM entries using OpenAI. */ import { parseArgs } from "util"; import { existsSync, mkdirSync, appendFileSync, readFileSync } from "fs"; import { join, dirname, resolve } from "path"; import { randomUUID } from "crypto"; type OutputFormat = "markdown" | "json"; type SentimentTone = "positive" | "neutral" | "cautious"; type CrmTemplate = { notes?: string; highlights?: Array>; risks?: Array>; next_steps?: Array>; metadata?: Record; }; interface SkillOptions { source: string; account?: string; contact?: string; stage?: string; opportunity?: string; sentiment: SentimentTone; format: OutputFormat; model: string; output?: string; template?: CrmTemplate; } interface OpenAIChatResponse { choices?: Array<{ message?: { content?: string | null; }; }>; error?: { message?: string; }; } const SKILL_SLUG = "crm-note-enhancer"; const SESSION_ID = randomUUID().slice(0, 8); function ensureDir(path: string) { if (!existsSync(path)) { mkdirSync(path, { recursive: true }); } } function getPaths() { const sessionStamp = new Date().toISOString().replace(/[:.]/g, "_").replace(/-/g, "_"); const exportsRoot = process.env.SKILLS_EXPORTS_DIR || join(process.cwd(), ".skills", "exports"); const logsRoot = process.env.SKILLS_LOGS_DIR || join(process.cwd(), ".skills", "logs"); const skillExportsDir = join(exportsRoot, SKILL_SLUG); const skillLogsDir = join(logsRoot, SKILL_SLUG); ensureDir(skillExportsDir); ensureDir(skillLogsDir); return { sessionStamp, skillExportsDir, skillLogsDir, }; } function createLogger(logDir: string, sessionStamp: string) { const logFile = join(logDir, `log_${sessionStamp}_${SESSION_ID}.log`); function write(level: "info" | "success" | "error", message: string) { const timestamp = new Date().toISOString(); const entry = `[${timestamp}] [${level.toUpperCase()}] ${message}\n`; appendFileSync(logFile, entry); const prefix = level === "success" ? "✅" : level === "error" ? "❌" : "â„šī¸"; if (level === "error") { console.error(`${prefix} ${message}`); } else { console.log(`${prefix} ${message}`); } } return { info: (message: string) => write("info", message), success: (message: string) => write("success", message), error: (message: string) => write("error", message), logFile, }; } function slugify(value: string): string { return value .toLowerCase() .replace(/[^a-z0-9]+/g, "-") .replace(/^-+|-+$/g, "") .slice(0, 40) || "crm-entry"; } function parseJsonTemplate(content: string): CrmTemplate | undefined { try { const data = JSON.parse(content); if (typeof data === "object" && data !== null) { return data as CrmTemplate; } } catch (_error) { // treat as plain text when parsing fails } return undefined; } function parseOptions(): SkillOptions { const { values, positionals } = parseArgs({ args: Bun.argv.slice(2), options: { text: { type: "string" }, account: { type: "string" }, contact: { type: "string" }, stage: { type: "string" }, opportunity: { type: "string" }, sentiment: { type: "string", default: "neutral" }, format: { type: "string", default: "markdown" }, model: { type: "string", default: "gpt-4o-mini" }, output: { type: "string" }, help: { type: "boolean", short: "h" }, }, allowPositionals: true, }); if (values.help) { console.log(` CRM Note Enhancer - Converts call notes into structured CRM entries Usage: skills run crm-note-enhancer -- [options] Options: --text Raw call notes (or use positional arg) --account Account name --contact Contact name --stage Deal stage --opportunity Opportunity name --sentiment Target sentiment: positive, neutral, cautious (default: neutral) --format Output format: markdown, json (default: markdown) --model OpenAI model to use (default: gpt-4o-mini) --output Save report to file --help, -h Show this help `); process.exit(0); } let source = values.text || ""; let template: CrmTemplate | undefined; if (!source && positionals[0]) { const filePath = resolve(positionals[0]); if (existsSync(filePath)) { const content = readFileSync(filePath, "utf-8"); template = parseJsonTemplate(content); source = template ? "" : content; } else { source = positionals.join(" "); } } if (!source.trim() && !template) { throw new Error("Provide call notes via positional text, file path, or --text."); } const format: OutputFormat = values.format === "json" ? "json" : values.format === "markdown" ? "markdown" : "markdown"; let sentiment: SentimentTone = "neutral"; if (values.sentiment === "positive" || values.sentiment === "neutral" || values.sentiment === "cautious") { sentiment = values.sentiment as SentimentTone; } return { source, account: values.account as string, contact: values.contact as string, stage: values.stage as string, opportunity: values.opportunity as string, sentiment, format, model: values.model as string, output: values.output as string, template, }; } function buildPrompt(options: SkillOptions) { const system = `You are a senior revenue operations associate updating CRM records. Extract structured insights, qualification data, objections, and next steps from the call notes. Use professional tone and align with MEDDIC / BANT style fields where relevant.`; const instructions = options.format === "json" ? "Respond in JSON with keys: summary, qualification, stakeholders, pain_points, value_drivers, risks, follow_up, timeline, sentiment. Each follow_up entry should include owner, due, channel, notes." : "Respond in polished Markdown. Start with an executive summary, include qualification bullets (metrics, economic buyer, decision criteria), table of stakeholders, objections with rebuttals, follow-up checklist, and sentiment assessment."; const payload = { account: options.account || "unspecified", contact: options.contact || "unspecified", stage: options.stage || "prospecting", opportunity: options.opportunity || "unnamed opportunity", sentiment_target: options.sentiment, notes_text: options.source.substring(0, 6000), structured_template: options.template, }; const user = `${instructions}\n\n${JSON.stringify(payload, null, 2)}`; return { system, user }; } async function callOpenAI(options: SkillOptions, system: string, user: string): Promise { const apiKey = process.env.OPENAI_API_KEY; if (!apiKey) { throw new Error("OPENAI_API_KEY environment variable is required."); } const body = { model: options.model, messages: [ { role: "system", content: system }, { role: "user", content: user }, ], temperature: 0.32, max_tokens: options.format === "json" ? 2200 : 2000, }; const response = await fetch("https://api.openai.com/v1/chat/completions", { method: "POST", headers: { "Content-Type": "application/json", Authorization: `Bearer ${apiKey}`, }, body: JSON.stringify(body), }); const data: OpenAIChatResponse = await response.json(); if (!response.ok) { throw new Error(data.error?.message || `OpenAI API error (${response.status})`); } const content = data.choices?.[0]?.message?.content; if (!content) { throw new Error("OpenAI response did not include content."); } return content.trim(); } async function writeExport(path: string, content: string) { ensureDir(dirname(path)); await Bun.write(path, content); } function buildExportPath(skillExportsDir: string, sessionStamp: string, options: SkillOptions) { if (options.output) { return resolve(options.output); } const descriptor = options.account ? `${options.account}-${options.stage || "update"}` : sessionStamp; const base = slugify(descriptor); const extension = options.format === "json" ? "json" : "md"; return join(skillExportsDir, `${base}_${sessionStamp}.${extension}`); } function preview(content: string) { const lines = content.split(/\r?\n/).slice(0, 8); lines.forEach(line => console.log(` ${line}`)); if (content.split(/\r?\n/).length > 8) { console.log(" ..."); } } async function main() { const { sessionStamp, skillExportsDir, skillLogsDir } = getPaths(); const logger = createLogger(skillLogsDir, sessionStamp); try { logger.info(`Starting ${SKILL_SLUG} session: ${SESSION_ID}`); const options = parseOptions(); logger.info("Parsed CRM note inputs and options."); const { system, user } = buildPrompt(options); logger.info("Constructed CRM enhancement prompt."); const content = await callOpenAI(options, system, user); logger.success("Received CRM-ready entry from OpenAI."); const exportPath = buildExportPath(skillExportsDir, sessionStamp, options); await writeExport(exportPath, content); logger.success(`Saved CRM entry to ${exportPath}`); console.log("\nPreview:"); preview(content); } catch (error) { const message = error instanceof Error ? error.message : String(error); logger.error(message); process.exitCode = 1; } } main();