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
+2 -2
View File
@@ -3,7 +3,7 @@
// Command tree is subject-based (mirrors the library split and the `tea` CLI):
//
// oo calendar list | events | add | delete
// oo projects list | get | milestones | milestone-create | milestone-delete | create | update | delete | contacts (add|remove) | team (list|add|remove|set) | link-authors | link-git | files (list|upload|replace-in|update|download|rename|delete|dedupe|as-md|put-md|put-txt|put-xlsx)
// oo projects list | get | milestones | milestone-create | milestone-delete | board-sync | create | update | delete | contacts (add|remove) | team (list|add|remove|set) | link-authors | link-git | files (list|upload|replace-in|update|download|rename|delete|dedupe|as-md|put-md|put-txt|put-xlsx)
// oo tasks list | get | create | update | delete | subtask add | files (list|upload|detach)
// oo users list | self | get | create | update | delete | block | unblock | password | check (alias: oo whoami)
// oo link FILE_ID [FILE_ID...] DocEditor deep links (Products/Files/DocEditor.aspx?fileid=…)
@@ -13,7 +13,7 @@
// oo opportunities list | get | create | update | delete | stages | member-add | dedupe | dedupe-members | fix-titles
// oo cases list | create | delete | member-add
// oo crm-tasks list | create | delete | categories | reassign-self
// oo crm cleanup
// oo crm audit | cleanup
// oo mails accounts | folders | list | get | download-attachment | draft | attach | draft-invoice | send | delete
// oo invoices list | get | create | update | pdf | pdf-cleanup | status | delete | items …
// oo docs tools | convert | pdf | presigned | csv | json | optimize | ocr | hocr | as-md | put-md | put-txt | put-xlsx