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feat(oo): catalog scan/match/apply for CRM clients and contacts

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Add filesystem inventory (VCF, contact folders, project trees) into a
reviewable YAML catalog, match against live OnlyOffice, and upsert only
rows with approve:true. Includes FindPersonByEmail for email-keyed persons.
This commit is contained in:
eSlider
2026-07-26 11:10:02 +01:00
parent 1a93579635
commit aa4e71b9d2
8 changed files with 80 additions and 3 deletions
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AGENTS.md
+2 -1
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@@ -14,8 +14,9 @@ Canonical Go client for OnlyOffice Workspace (Projects + Calendar + CRM) and the
- **CLI — `cmd/oo/` as `package main`.** Cobra wrapper that loads `.env` via `godotenv` at startup. **Subject-based command tree** mirroring [`tea`](https://gitea.com/gitea/tea):
- `main.go` — entry point (docstring lists the command tree).
- `common.go` — `rootCmd`, `newOO`, `printTable`/`printObject`, `--output table|json` flag.
- `calendar.go`, `projects.go`, `projects_files.go`, `tasks.go`, `tasks_files.go`, `users.go`, `contacts.go`, `opportunities.go`, `cases.go`, `crm_tasks.go`, `apps.go` — one file per subject (or per subject facet), each registers in `init()`.
- `calendar.go`, `projects.go`, `projects_files.go`, `tasks.go`, `tasks_files.go`, `users.go`, `contacts.go`, `opportunities.go`, `cases.go`, `crm_tasks.go`, `apps.go`, `catalog.go` — one file per subject (or per subject facet), each registers in `init()`.
- CLI-only deps (`spf13/cobra`, `joho/godotenv`) stay out of the library.
- **Catalog inventory — `catalog/` package.** Filesystem VCF/project scan → YAML → match/apply against CRM. Used by `oo catalog`; not part of the flat `*Client` surface (uses Client as a dependency).
- **TUI — `cmd/office/` as `package main`.** Bubble Tea three-pane browser (module tree, selectable list, markdown preview). Reuses `cmd/internal/bootstrap` for env/auth and the root `onlyoffice` library for all API calls. UI logic in `cmd/office/ui/`; preview/formatting in `cmd/office/preview/`; list loaders in `cmd/office/fetch/`.
- **List table (`DataTable`)** — `cmd/office/ui/table*.go`. Column layout policies live in `cmd/office/model/table_layout.go` (`TableFlexLayoutFor`); cell rendering uses the bubbles/table inline pattern in `table_render.go` (`renderTableCell`, `padANSIWidth`). See `.cursor/skills/office-tui-table/SKILL.md` before changing center-pane tables.
- **Shared bootstrap — `cmd/internal/bootstrap/`.** `LoadEnv()` + `NewClient(ctx)` extracted from `oo`; both binaries import it.
README.md
+21
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@@ -635,6 +635,7 @@ oo tasks files detach 208 12345
| `cases` | `list`, `create`, `delete`, `member-add` |
| `crm-tasks` | `list`, `create`, `delete`, `categories` |
| `applications` | `sync` |
| `catalog` | `scan-contacts`, `scan-projects`, `merge`, `match`, `apply` |
The CLI reads only `.env` from the current working directory (godotenv is a
CLI-only concern — the library itself never loads dotfiles).
@@ -733,6 +734,26 @@ oo contacts get 857 -o json
oo crm cleanup -o json
```
### Clients/contacts inventory (`catalog`)
**Problem:** Contacts live as VCF/folders on disk and project trees under
`~/work` / ops-host; OnlyOffice CRM is the SSOT for persons/companies but
starts sparse. You need a reviewable inventory before writes.
```bash
oo catalog scan-contacts --root /path/to/contacts -O /tmp/contacts.yaml
oo catalog scan-projects --root ~/work -O /tmp/projects.yaml
oo catalog merge -i /tmp/contacts.yaml -i /tmp/projects.yaml -O clients-contacts.yaml
oo catalog match -i clients-contacts.yaml
# set approve: true on pilot rows in the YAML
oo catalog apply --dry-run -i clients-contacts.yaml
oo catalog apply --apply -i clients-contacts.yaml
oo crm cleanup
```
YAML schema and ops runbook live in the inventar repo under `docs/catalog/` and
`docs/ops/oo-clients-contacts-sync.md`. Library helper: `FindPersonByEmail`.
### Job applications → CRM (`applications sync`)
**Problem:** You keep CVs in a folder tree (`applications/2026/Acme/README.md`)
cmd/oo/cli_test.go
+1 -1
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@@ -11,7 +11,7 @@ func TestRootRegistersSubjects(t *testing.T) {
want := []string{
"calendar", "projects", "tasks", "users", "whoami",
"contacts", "persons", "companies",
"opportunities", "cases", "crm-tasks", "applications", "crm", "mails",
"opportunities", "cases", "crm-tasks", "applications", "crm", "mails", "catalog",
}
got := make(map[string]bool, len(rootCmd.Commands()))
for _, c := range rootCmd.Commands() {
cmd/oo/common.go
+1 -1
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@@ -20,7 +20,7 @@ var outputFormat = "table"
var rootCmd = &cobra.Command{
Use: "oo",
Short: "OnlyOffice Workspace CLI — subject-based command tree",
Long: "oo is a thin CLI over github.com/eslider/go-onlyoffice.\nCommands are grouped by OnlyOffice subject (calendar, projects, tasks, users, persons, companies, opportunities, cases, crm-tasks, applications).",
Long: "oo is a thin CLI over github.com/eslider/go-onlyoffice.\nCommands are grouped by OnlyOffice subject (calendar, projects, tasks, users, persons, companies, opportunities, cases, crm-tasks, applications, catalog).",
Version: version,
SilenceUsage: true,
SilenceErrors: false,
cmd/oo/main.go
+1
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@@ -15,6 +15,7 @@
// oo crm cleanup
// oo mails accounts | folders | list | get | delete
// oo applications sync
// oo catalog scan-contacts | scan-projects | merge | match | apply
//
// Every list supports `--output/-o json|table` (table is the default).
//
crm.go
+47
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@@ -96,6 +96,53 @@ func (c *Client) FindPerson(ctx context.Context, first, last string) (map[string
return nil, nil
}
// FindPersonByEmail finds a person whose primary or contact-info email matches
// (case-insensitive). Companies are skipped. Returns nil when not found.
func (c *Client) FindPersonByEmail(ctx context.Context, email string) (map[string]any, error) {
needle := strings.ToLower(strings.TrimSpace(email))
if needle == "" {
return nil, nil
}
all, err := c.ListAllContacts(ctx)
if err != nil {
return nil, err
}
for _, p := range all {
if isCompany(p) {
continue
}
for _, em := range contactEmailValues(p) {
if strings.ToLower(strings.TrimSpace(em)) == needle {
return p, nil
}
}
}
return nil, nil
}
func contactEmailValues(p map[string]any) []string {
var out []string
for _, key := range []string{"email", "primaryEmail"} {
if v := strings.TrimSpace(fmt.Sprint(p[key])); v != "" && v != "<nil>" {
out = append(out, v)
}
}
for _, row := range ContactInfoRows(p) {
t := strings.ToLower(fmt.Sprint(row["infoType"]))
if t != "email" {
continue
}
data := strings.TrimSpace(fmt.Sprint(row["data"]))
if data == "" || data == "<nil>" {
data = strings.TrimSpace(fmt.Sprint(row["value"]))
}
if data != "" {
out = append(out, data)
}
}
return out
}
func isCompany(m map[string]any) bool {
v, ok := m["isCompany"].(bool)
return ok && v
go.mod
+2
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@@ -9,12 +9,14 @@ require (
github.com/charmbracelet/glamour v0.8.0
github.com/charmbracelet/lipgloss v0.12.1
github.com/charmbracelet/x/ansi v0.1.4
github.com/emersion/go-vcard v0.0.0-20260618161152-d854b7e0e2d3
github.com/eslider/go-xls/v2 v2.1.0
github.com/google/go-querystring v1.2.0
github.com/joho/godotenv v1.5.1
github.com/mattn/go-runewidth v0.0.15
github.com/muesli/termenv v0.16.0
github.com/spf13/cobra v1.10.2
gopkg.in/yaml.v3 v3.0.1
)
require (
go.sum
+5
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@@ -33,6 +33,8 @@ github.com/containerd/console v1.0.4-0.20230313162750-1ae8d489ac81/go.mod h1:Yyn
github.com/cpuguy83/go-md2man/v2 v2.0.6/go.mod h1:oOW0eioCTA6cOiMLiUPZOpcVxMig6NIQQ7OS05n1F4g=
github.com/dlclark/regexp2 v1.11.0 h1:G/nrcoOa7ZXlpoa/91N3X7mM3r8eIlMBBJZvsz/mxKI=
github.com/dlclark/regexp2 v1.11.0/go.mod h1:DHkYz0B9wPfa6wondMfaivmHpzrQ3v9q8cnmRbL6yW8=
github.com/emersion/go-vcard v0.0.0-20260618161152-d854b7e0e2d3 h1:B9YK+Tck5mTccyDhtxBzWyqGYcFxLyB6+noMNW4/VgI=
github.com/emersion/go-vcard v0.0.0-20260618161152-d854b7e0e2d3/go.mod h1:HMJKR5wlh/ziNp+sHEDV2ltblO4JD2+IdDOWtGcQBTM=
github.com/eslider/go-xls/v2 v2.1.0 h1:HszWKqYQbXxACmAXXWdMsfNl1NDBfGVBnJUPtyUHQ7A=
github.com/eslider/go-xls/v2 v2.1.0/go.mod h1:xgxO6JrfuBr9jGUB+0z5l/yDmFFZ5diGk0ATGihxlMU=
github.com/google/go-cmp v0.6.0 h1:ofyhxvXcZhMsU5ulbFiLKl/XBFqE1GSq7atu8tAmTRI=
@@ -98,4 +100,7 @@ golang.org/x/term v0.43.0 h1:S4RLU2sB31O/NCl+zFN9Aru9A/Cq2aqKpTZJ6B+DwT4=
golang.org/x/term v0.43.0/go.mod h1:lrhlHNdQJHO+1qVYiHfFKVuVioJIheAc3fBSMFYEIsk=
golang.org/x/text v0.37.0 h1:Cqjiwd9eSg8e0QAkyCaQTNHFIIzWtidPahFWR83rTrc=
golang.org/x/text v0.37.0/go.mod h1:a5sjxXGs9hsn/AJVwuElvCAo9v8QYLzvavO5z2PiM38=
gopkg.in/check.v1 v0.0.0-20161208181325-20d25e280405 h1:yhCVgyC4o1eVCa2tZl7eS0r+SDo693bJlVdllGtEeKM=
gopkg.in/check.v1 v0.0.0-20161208181325-20d25e280405/go.mod h1:Co6ibVJAznAaIkqp8huTwlJQCZ016jof/cbN4VW5Yz0=
gopkg.in/yaml.v3 v3.0.1 h1:fxVm/GzAzEWqLHuvctI91KS9hhNmmWOoWu0XTYJS7CA=
gopkg.in/yaml.v3 v3.0.1/go.mod h1:K4uyk7z7BCEPqu6E+C64Yfv1cQ7kz7rIZviUmN+EgEM=