crm-import

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• SKILL.md

SKILL.md (first lines)

# CRM Import

> Import new data from staging to master CRM database with validation and approval.

## When to use

- "import CRM data from X"
- "add new people/companies/leads from file Y"
- "validate staging data"
- A file appeared in `$CRM_PATH/_staging/incoming/`

## Input

- CSV file with new records
- Table type (auto-detect or explicitly specified)

## How to execute

### Step 1: Run the agent

```bash
cd $AGENTS_PATH/crm-import

# Auto-detect table type
python3 crm-import_agent.py sales/crm/_staging/incoming/new_people.csv

# Or specify explicitly
python3 crm-import_agent.py data.csv --table companies
```

**Modes:**
- `--dry-run` -- validation without git commit
- `--validate-only` -- schema validation only
- `--show-duplicates` -- show potential duplicates

### Step 2: The agent will perform

1. Schema validation (required fields, ID format, enums)
2. Deduplication check (exact + fuzzy matching)
3. Foreign key validation
4. Business rules check
5. ID generation (if missing)
6. Git branch creation + commit
7. Telegram notification

### Step 3: You will receive a Telegram message

```
CRM Import Ready for Review

Table: people
New records: 5
Branch: crm-import-people-new_people-2026-02-12
Commit: a1b2c3d4

Next steps:
1. Review changes: git diff main..crm-import-people-new_people-2026-02-12
2. Approve: gh pr create (then merge)
3. Reject: git branch -D crm-import-people-new_people-2026-02-12
```

### Step 4: Review changes

```bash
cd $PROJECT_ROOT
git diff main..crm-import-people-new_people-2026-02-12
```

### Step 5: Approve or Reject

**Approve:**
```bash
gh pr create --base main --head crm-import-people-new_people-2026-02-12 \
  --title "Import new people records" \
  --body "Importing 5 new people from staging"

# Merge PR
gh pr merge --merge
```

**Reject:**
```bash
git branch -D crm-import-people-new_people-2026-02-12
```

## Output

- Git branch with new records
- Validation report (if there are issues)
- Telegram notification with summary
- Console log with details

## Validation Rules

### Critical (stops the import)
- Missing required fields
- Invalid ID format
- Invalid enum values
- Foreign key violations

### High (flagged for review)
- Potential duplicates (fuzzy match)
- Business rule violations (e.g., person without email AND phone)

### Info (log only)
- Auto-generated IDs
- Auto-set timestamps
- Skipped exact duplicates

## ID Generation

If ID is missing, the agent generates it automatically:

| Table | Format | Example |
|-------|--------|---------|
| companies | `comp-{slug}` | `comp-acme-corp` |
| people | `p-{company-slug}-{N}` | `p-acme-001` |
| clients | `cli-{company-slug}-{N}` | `cli-acme-001` |
| partners | `ptnr-{company-slug}-{N}` | `ptnr-acme-001` |
| leads | `lead-{company-slug}-{N}` | `lead-acme-001` |

From aAAaqwq/AGI-Super-Team, MIT.

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