feat: upstream generic workspace tooling (board-sync, crm audit, catalog names)
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Promote the generic, reusable parts of the private oo-workspace into the
public library/CLI, so oo-workspace can shrink to business glue.

- board.go: Board types + (c *Client) SyncBoard — upsert project
  milestones/tasks by exact title from a YAML board (dry-run when
  apply=false). CLI: oo projects board-sync.
- crm_audit.go: OpportunityAudit + (c *Client) AuditOpportunities —
  file/task/member counts with a generic class (ok|dup|empty|junk-title).
  CLI: oo crm audit [--out].
- catalog/names.go: CleanPersonNames / GuessNameFromEmail /
  FormatProjectTitle (ported from oo-workspace).
- catalog: adopt the newer apply/match logic — name repair (never encode
  company in lastName), company grouping key, contact-info type
  normalization, preserve an already-applied oo_id. Keeps the local
  Address/OOProjects fields and the config-driven classifier.

Business-only oo-workspace commands (crm clean/migrate, folders, search)
deliberately stay private.
This commit is contained in:
2026-09-22 23:13:40 +01:00
parent 8848ee00f1
commit 82da45dc4d
13 changed files with 777 additions and 24 deletions
+205
View File
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package onlyoffice
// Project board (Gantt) upsert from a YAML board file.
//
// A board describes projects, their milestones and tasks by exact title. Sync
// creates only what is missing: existing milestones/tasks (matched by title)
// are left untouched, so the file can be the source of truth for a project
// plan and re-applied safely. Dry-run (apply=false) reports counts without
// writing.
//
// The file format is deliberately small and presentation-free:
//
// projects:
// - id: 42
// name: "Example"
// milestones:
// - title: "Kickoff"
// deadline: "2026-01-15"
// key: true
// tasks:
// - title: "Draft"
// start: "2026-01-02"
// deadline: "2026-01-10"
// description: "…"
import (
"context"
"fmt"
"os"
"strconv"
"time"
"gopkg.in/yaml.v3"
)
// Board is a YAML mapping from a project plan onto OnlyOffice milestones/tasks.
type Board struct {
Projects []BoardProject `yaml:"projects"`
}
// BoardProject is one project with its milestones.
type BoardProject struct {
ID int `yaml:"id"`
Name string `yaml:"name,omitempty"`
Milestones []BoardMilestone `yaml:"milestones"`
}
// BoardMilestone is a milestone ("key" marks it as a key milestone).
type BoardMilestone struct {
Title string `yaml:"title"`
Deadline string `yaml:"deadline"`
Key bool `yaml:"key,omitempty"`
Tasks []BoardTask `yaml:"tasks"`
}
// BoardTask is a task inside a milestone. Start falls back to Deadline.
type BoardTask struct {
Title string `yaml:"title"`
Start string `yaml:"start,omitempty"`
Deadline string `yaml:"deadline"`
Description string `yaml:"description,omitempty"`
}
// BoardSyncResult counts what SyncBoard created or skipped.
type BoardSyncResult struct {
CreatedMilestones int
SkippedMilestones int
CreatedTasks int
SkippedTasks int
DryRun bool
}
// LoadBoard reads a board YAML file.
func LoadBoard(path string) (*Board, error) {
b, err := os.ReadFile(path)
if err != nil {
return nil, err
}
return ParseBoard(b)
}
// ParseBoard decodes a board from YAML bytes.
func ParseBoard(data []byte) (*Board, error) {
var board Board
if err := yaml.Unmarshal(data, &board); err != nil {
return nil, fmt.Errorf("board: %w", err)
}
if len(board.Projects) == 0 {
return nil, fmt.Errorf("board: no projects")
}
return &board, nil
}
func boardDay(s string) (Time, error) {
t, err := time.Parse("2006-01-02", s)
if err != nil {
return Time{}, err
}
return Time(t), nil
}
func boardMilestoneIDs(ms []*Milestone) map[string]int64 {
out := map[string]int64{}
for _, m := range ms {
if m == nil || m.Title == nil || m.ID == nil {
continue
}
out[*m.Title] = *m.ID
}
return out
}
func boardTaskTitles(rows []map[string]any) map[string]struct{} {
out := map[string]struct{}{}
for _, r := range rows {
if t, _ := r["title"].(string); t != "" {
out[t] = struct{}{}
}
}
return out
}
// SyncBoard upserts milestones and tasks by exact title. With apply=false it
// only counts what would be created.
func (c *Client) SyncBoard(ctx context.Context, board *Board, apply bool) (*BoardSyncResult, error) {
if board == nil || len(board.Projects) == 0 {
return nil, fmt.Errorf("board: no projects")
}
res := &BoardSyncResult{DryRun: !apply}
for _, p := range board.Projects {
pid := p.ID
existing, err := c.GetProjectMilestones(&Project{ID: &pid})
if err != nil {
return res, fmt.Errorf("project %d milestones: %w", pid, err)
}
haveMS := boardMilestoneIDs(existing)
tasks, err := c.ListTasks(ctx, strconv.Itoa(pid), "")
if err != nil {
return res, fmt.Errorf("project %d tasks: %w", pid, err)
}
haveTask := boardTaskTitles(tasks)
for _, m := range p.Milestones {
msID, ok := haveMS[m.Title]
if !ok {
res.CreatedMilestones++
if apply {
dl, err := boardDay(m.Deadline)
if err != nil {
return res, fmt.Errorf("milestone %q deadline: %w", m.Title, err)
}
created, err := c.CreateMilestone(NewMilestoneRequest{
ProjectID: pid,
Title: m.Title,
Deadline: dl,
IsKey: m.Key,
})
if err != nil {
return res, fmt.Errorf("create milestone %q: %w", m.Title, err)
}
if created.ID != nil {
msID = *created.ID
}
haveMS[m.Title] = msID
}
} else {
res.SkippedMilestones++
}
for _, t := range m.Tasks {
if _, exists := haveTask[t.Title]; exists {
res.SkippedTasks++
continue
}
res.CreatedTasks++
if !apply {
continue
}
start := t.Start
if start == "" {
start = t.Deadline
}
st, err := boardDay(start)
if err != nil {
return res, fmt.Errorf("task %q start: %w", t.Title, err)
}
dl, err := boardDay(t.Deadline)
if err != nil {
return res, fmt.Errorf("task %q deadline: %w", t.Title, err)
}
if _, err := c.CreateProjectTask(NewProjectTaskRequest{
ProjectId: pid,
Title: t.Title,
Description: t.Description,
StartDate: st,
Deadline: dl,
MilestoneId: int(msID),
}); err != nil {
return res, fmt.Errorf("create task %q: %w", t.Title, err)
}
haveTask[t.Title] = struct{}{}
}
}
}
return res, nil
}