feat: upstream generic workspace tooling (board-sync, crm audit, catalog names)
Release Please / Release Please (push) Skipped
Release / GoReleaser (push) Skipped
Tests / Secret scan (gitleaks) (push) Skipped
Tests / Test (Go 1.25) (push) Skipped
Tests / Test (Go stable) (push) Skipped
Tests / Secret scan (gitleaks) (pull_request) Successful in 5s
Tests / Test (Go 1.25) (pull_request) Successful in 1m16s
Tests / Test (Go stable) (pull_request) Successful in 1m36s

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
+152
View File
@@ -0,0 +1,152 @@
package catalog
import (
"regexp"
"strings"
"unicode"
)
var (
parenSuffixRE = regexp.MustCompile(`(?i)\s*[\(\[\{][^)\]\}]*[\)\]\}]\s*$`)
dashCompanyRE = regexp.MustCompile(`(?i)\s+[-–—]\s+[A-Za-z0-9].*$`)
emailLocalRE = regexp.MustCompile(`(?i)^[a-z0-9._%+\-]+@[a-z0-9.\-]+\.[a-z]{2,}$`)
nonNameTokenRE = regexp.MustCompile(`[^a-zA-ZÀ-öø-ÿĀ-ž0-9'’.\-]+`)
)
// CleanPersonNames strips company annotations from display names and fills
// first/last from the email local-part when the source used an address as the
// name. Company affiliation belongs on Org / the CRM companyId — never in LastName.
func CleanPersonNames(first, last, display, org string, emails []string) (cleanFirst, cleanLast string) {
first = strings.TrimSpace(first)
last = strings.TrimSpace(last)
display = strings.TrimSpace(display)
org = strings.TrimSpace(org)
if looksLikeEmail(first) {
ef, el := GuessNameFromEmail(first)
first, last = ef, el
}
if looksLikeEmail(display) && first == "" && last == "" {
display = ""
}
if first == "" && last == "" && display != "" {
first, last = SplitDisplayName(display)
}
first = stripCompanyAnnotation(first, org)
last = stripCompanyAnnotation(last, org)
// "Smith - Acme" / "Jones (Acme)" landed in last.
last = stripCompanyAnnotation(last, org)
if i := strings.IndexAny(first, "(["); i > 0 {
first = strings.TrimSpace(first[:i])
}
// Entire last name is just the company (e.g. last="Acme").
if org != "" && personLastIsOrg(last, org) {
last = ""
}
if (first == "" || looksLikeEmail(first)) && len(emails) > 0 {
ef, el := GuessNameFromEmail(emails[0])
if first == "" || looksLikeEmail(first) {
first = ef
}
if last == "" || last == "-" {
last = el
}
}
first = strings.TrimSpace(first)
last = strings.TrimSpace(last)
if last == "" {
last = "-"
}
return first, last
}
func stripCompanyAnnotation(s, org string) string {
s = strings.TrimSpace(s)
if s == "" {
return ""
}
s = parenSuffixRE.ReplaceAllString(s, "")
s = strings.TrimSpace(s)
s = dashCompanyRE.ReplaceAllString(s, "")
s = strings.TrimSpace(s)
if org != "" {
for _, sep := range []string{" - ", " – ", " — ", " / "} {
if i := strings.LastIndex(strings.ToLower(s), strings.ToLower(sep+org)); i >= 0 {
s = strings.TrimSpace(s[:i])
}
}
suf := " (" + org + ")"
if strings.HasSuffix(strings.ToLower(s), strings.ToLower(suf)) {
s = strings.TrimSpace(s[:len(s)-len(suf)])
}
}
return strings.TrimSpace(s)
}
func personLastIsOrg(last, org string) bool {
last = NormalizeName(last)
org = NormalizeName(org)
if last == "" || org == "" {
return false
}
if last == org {
return true
}
// "Acme" vs "Acme GmbH & Co. KG"
return strings.HasPrefix(org, last+" ") || strings.HasPrefix(org, last+",")
}
func looksLikeEmail(s string) bool {
return emailLocalRE.MatchString(strings.TrimSpace(s))
}
// GuessNameFromEmail turns local@domain into Title-Case first/last when the
// local part looks like first.last / first_last / first-last.
func GuessNameFromEmail(email string) (first, last string) {
email = NormalizeEmail(email)
local, _, ok := strings.Cut(email, "@")
if !ok || local == "" {
return "", ""
}
local = strings.Split(local, "+")[0]
parts := strings.FieldsFunc(local, func(r rune) bool {
return r == '.' || r == '_' || r == '-'
})
if len(parts) == 0 {
return titleToken(local), ""
}
if len(parts) == 1 {
return titleToken(parts[0]), ""
}
return titleToken(parts[0]), titleToken(strings.Join(parts[1:], " "))
}
func titleToken(s string) string {
s = nonNameTokenRE.ReplaceAllString(s, " ")
s = strings.TrimSpace(s)
if s == "" {
return ""
}
runes := []rune(strings.ToLower(s))
runes[0] = unicode.ToTitle(runes[0])
return string(runes)
}
// FormatProjectTitle builds "CC | Company | Title" (spaces around |).
// Country should be a short code (DE, TF, UA, …). Empty segments are dropped.
func FormatProjectTitle(country, company, title string) string {
parts := make([]string, 0, 3)
for _, p := range []string{country, company, title} {
p = strings.TrimSpace(p)
p = strings.ReplaceAll(p, "|", "/")
if p != "" {
parts = append(parts, p)
}
}
return strings.Join(parts, " | ")
}