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Bitrix24 Communication Summary Agent\n\n![CI](https://github.com/iurii-izman/bitrix24-communication-summary-agent/actions/workflows/ci.yml/badge.svg)\n![Python](https://img.shields.io/badge/python-3.12-3776AB.svg?logo=python\u0026logoColor=white)\n![FastAPI](https://img.shields.io/badge/FastAPI-0.115+-009688.svg?logo=fastapi\u0026logoColor=white)\n![License](https://img.shields.io/badge/license-MIT-0F766E.svg)\n![Last Commit](https://img.shields.io/github/last-commit/iurii-izman/bitrix24-communication-summary-agent)\n![Issues](https://img.shields.io/github/issues/iurii-izman/bitrix24-communication-summary-agent)\n![Docs](https://img.shields.io/badge/docs-architecture%20%2B%20runbooks-2563EB.svg)\n![Status](https://img.shields.io/badge/status-demo%2Fproduct%20prototype-1F6FEB.svg)\n![Bitrix24](https://img.shields.io/badge/Bitrix24-mock%2Freal--ready-0EA5E9.svg)\n![Community](https://img.shields.io/badge/community-templates%20enabled-F59E0B.svg)\n\n\u003e Demo/product prototype. Not a commercial deployment.\n\nBitrix24 Communication Summary Agent is a portfolio-ready MVP for processing calls, emails, chats, and manager notes into structured CRM actions: summary, agreements, risks, missing info, next steps, follow-up tasks, draft replies, and Bitrix24 timeline comments with human-in-the-loop approval.\n\n## Public Review Path\n\n- [Release note](docs/release_note.md)\n- [Git-ready runbook](docs/git_ready_runbook.md)\n- [Bitrix cleanup runbook](docs/bitrix_cleanup_runbook.md)\n- [Release checklist](docs/checklists/release_checklist.md)\n- [Screenshots plan](docs/screenshots_plan.md)\n\n## Highlights\n\n- FastAPI backend with protected intake API and masked admin UI.\n- Deterministic AI-summary flow with review routing and operator override path.\n- Mock-first runtime plus validated real Bitrix24 test-portal workflow.\n- Cleanup and audit scripts for safe live experimentation on test artifacts.\n- Public-repo scaffolding: CI, security policy, support guidance, issue forms, and release docs.\n\n## Why this repo is worth reviewing\n\n- Clear CRM automation scenario with explicit AI and Bitrix24 boundaries.\n- Demo-safe local runtime with SQLite, mock AI, and mock Bitrix24 by default.\n- Human-in-the-loop workflow with review queue and admin actions.\n- Tests, linting, docs, Docker, and public-safe masking included.\n\n## Repository Health\n\n- [License](./LICENSE)\n- [Code of Conduct](./CODE_OF_CONDUCT.md)\n- [Contributing](./CONTRIBUTING.md)\n- [Security Policy](./SECURITY.md)\n- [Support](./SUPPORT.md)\n- [CI Workflow](./.github/workflows/ci.yml)\n- [Dependabot](./.github/dependabot.yml)\n\n## Architecture Flow\n\n`Communication source -\u003e Protected API -\u003e SQLite queue -\u003e Worker -\u003e AI summary -\u003e Routing gate -\u003e Review or Bitrix sync -\u003e Logs`\n\n## Quick Start\n\nPowerShell:\n\n```powershell\ncopy .env.example .env\npython -m venv .venv\n.venv\\Scripts\\activate\npip install -e .[dev]\nuvicorn app.main:app --reload\n```\n\nDocker:\n\n```powershell\ncopy .env.example .env\ndocker compose up --build\n```\n\nRun checks:\n\n```powershell\npytest -q\nruff check .\npython scripts\\smoke_test.py\n```\n\nLive validation:\n\n```powershell\npython scripts\\live_bitrix_validation.py --deal-id 1 --enable-write\npython scripts\\batch_live_validation.py --deal-ids 1,2 --enable-write\npython scripts\\cleanup_live_artifacts.py --artifact .\\runtime_artifacts\\bitrix_validation\\\u003cartifact\u003e.json\npython scripts\\cleanup_live_artifacts.py --artifact .\\runtime_artifacts\\bitrix_validation\\\u003cartifact\u003e.json --execute\n```\n\n## Demo Mode\n\nDefault demo-safe settings:\n- `APP_MODE=demo`\n- `AI_PROVIDER=mock`\n- `BITRIX_MODE=mock`\n- `ALLOW_BITRIX_WRITE=false`\n- `MASKING_ENABLED=true`\n\n## Real Mode Boundaries\n\n- `AI_PROVIDER=openai` is implemented as an optional boundary only.\n- `BITRIX_MODE=real` uses a real adapter boundary with dry-run guard.\n- Real writes stay blocked unless `ALLOW_BITRIX_WRITE=true`.\n\nValidated real Bitrix24 baseline as of July 7, 2026:\n- real webhook boundary exercised against a test portal\n- `tasks.task.add` validated with live writes\n- `crm.timeline.comment.add` validated with live writes\n- safe dry-run and live-write paths both exercised\n\nControlled validation command:\n\n```powershell\npython scripts\\live_bitrix_validation.py --deal-id 1 --enable-write\n```\n\n## API\n\n- `GET /health`\n- `POST /api/v1/communications`\n- `GET /api/v1/communications/{request_id}`\n\nPublic API requires `X-Webhook-Secret`.\n\n## Admin UI\n\n- `/` dashboard\n- `/admin/communications`\n- `/admin/communications/{request_id}`\n- `/admin/review`\n- `/admin/settings`\n\nAdmin UI uses Basic Auth from `.env`.\n\n## Security\n\n- No `.env` in git.\n- Synthetic demo data only.\n- Basic Auth for admin UI.\n- Webhook secret for public API.\n- No automatic client messaging.\n- Settings and errors are masked.\n- `.dockerignore` excludes local credentials and validation artifacts from container builds.\n\nAdditional reference:\n- [Security policy](./SECURITY.md)\n- [Contribution guide](./CONTRIBUTING.md)\n\n## Portfolio Assets\n\n- [Architecture](./docs/architecture.md)\n- [ADR decisions](./docs/adr/)\n- [Bitrix cleanup runbook](./docs/bitrix_cleanup_runbook.md)\n- [Project status](./docs/project_status.md)\n- [Notion case](./docs/notion_case.md)\n- [Publication pack](./docs/publication_pack.md)\n- [Final release pack](./docs/final_release_pack.md)\n- [Git-ready runbook](./docs/git_ready_runbook.md)\n- [Repository description variants](./docs/repo_description.md)\n- [Demo walkthrough](./docs/demo_walkthrough.md)\n- [Screenshot capture checklist](./docs/screenshots_capture_checklist.md)\n- [Release note](./docs/release_note.md)\n- [Release checklist](./docs/checklists/release_checklist.md)\n- [GitHub repo launch guide](./docs/github_repo_launch.md)\n\n## Production Upgrade Path\n\nNatural next upgrades: PostgreSQL, migrations, external worker, stronger auth, richer audit logging, and portal-specific Bitrix field mapping.\n\n## Current Known Boundaries\n\n- OpenAI path exists but is not required for tests and is not validated in this repository by default.\n- The repository stays positioned as a demo/product prototype even though the Bitrix24 test-portal path was validated.\n- Cleanup of live validation artifacts is manual-by-script, not automatic.\n\n## CV-ready block\n\nCRM Communication Summary Agent  \nAI-прототип для обработки коммуникаций по сделкам в Bitrix24: summary звонков, писем и заметок, извлечение договорённостей, рисков и next steps, генерация follow-up задач и комментариев в timeline CRM. Стек: Python, FastAPI, Pydantic, SQLite, Bitrix24 REST API, mock/OpenAI provider boundary, human-in-the-loop, dry-run/live mode.\n\nCRM Communication Summary Agent  \nA demo/product prototype for Bitrix24 communication processing: turns calls, emails, chats, and manager notes into structured summaries, agreements, risks, next steps, follow-up tasks, draft replies, and CRM timeline comments using a human-in-the-loop workflow.\n\nDo not commit secrets. Use `.env.example` as the baseline and keep local credentials out of version control.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fiurii-izman%2Fbitrix24-communication-summary-agent","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fiurii-izman%2Fbitrix24-communication-summary-agent","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fiurii-izman%2Fbitrix24-communication-summary-agent/lists"}