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chore: redact personal ops from public tree

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Move catalog, dossier sync, and SearXNG to private oo-workspace; keep
generic CRM name/title helpers and anonymized docs/examples.
This commit is contained in:
eSlider
2026-08-10 00:12:54 +01:00
parent 11aa23f1a1
commit b58940fcf2
16 changed files with 270 additions and 192 deletions
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README.md
+20 -80
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@@ -533,7 +533,7 @@ deals, total, _ := client.ListOpportunities(ctx, 50, 0)
company, _ := client.FindCompany(ctx, "ACME")
// Subtasks (form-encoded)
client.AddSubtask(ctx, "4242", "Prepare CV")
client.AddSubtask(ctx, "4242", "Prepare notes")
```
### oo (bundled CLI)
@@ -552,14 +552,13 @@ oo calendar events --start 2026-04-24 --end 2026-05-01
oo projects list
oo projects get 33
oo tasks list --all --verbose
oo tasks subtask add 4242 "Prepare CV"
oo tasks subtask add 4242 "Prepare notes"
oo persons create --first Jane --last Doe --email jane@example.com
oo companies create --name "Acme GmbH" --website https://acme.com
oo opportunities list
oo opportunities stages
oo cases list
oo crm-tasks categories
oo applications sync --path ./applications/2026 --apply
```
### office (TUI)
@@ -613,7 +612,7 @@ oo projects files download 12345 --to ./copy.md
oo projects files rename 12345 notes-v2.md
oo projects files delete 12345
oo tasks files list 208
oo tasks files upload 208 ./cv.pdf
oo tasks files upload 208 ./notes.pdf
oo tasks files detach 208 12345
```
@@ -632,23 +631,19 @@ oo tasks files detach 208 12345
| `mails` | `accounts`, `folders`, `list`, `get`, `draft`, `attach`, `draft-invoice`, `delete` |
| `cases` | `list`, `create`, `delete`, `member-add` |
| `crm-tasks` | `list`, `create`, `delete`, `categories` |
| `applications` | `sync` |
| `catalog` | `scan-contacts`, `scan-projects`, `scan-thunderbird`, `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).
Canonical `ONLYOFFICE_*` variables win over aliases. For produktor.io operator
files, `OO_URL` / `OO_USER` / `OO_PASS` are accepted as CLI-only aliases for
`ONLYOFFICE_URL` / `ONLYOFFICE_USER` / `ONLYOFFICE_PASS`.
Canonical `ONLYOFFICE_*` variables win over aliases. Optional CLI-only aliases:
`OO_URL` / `OO_USER` / `OO_PASS` → `ONLYOFFICE_URL` / `ONLYOFFICE_USER` / `ONLYOFFICE_PASS`.
Run `oo --help` or `oo <subject> --help` for the full command reference.
> **0.5.0 migration note:** the command tree was flattened per-subject. Old
> flat names (`oo cal-events`, `oo task-list`, `oo crm-contacts`,
> `oo applications-sync`, …) were replaced by subject-based equivalents
> (`oo calendar events`, `oo tasks list`, `oo contacts list`,
> `oo applications sync`). Flags on leaf commands are unchanged.
> flat names (`oo cal-events`, `oo task-list`, `oo crm-contacts`, …) were
> replaced by subject-based equivalents (`oo calendar events`, `oo tasks list`,
> `oo contacts list`). Flags on leaf commands are unchanged.
## oo CLI use cases
@@ -670,7 +665,7 @@ Every list command accepts `-o table` (default) or `-o json` for scripting.
### CRM cleanup after imports or sync drift
**Problem:** Duplicate companies (`Acme` / `ACME GmbH`), persons created twice,
the same email on a contact three times, deals titled ` @ contoso`, or the same
the same email on a contact three times, deals titled ` @ Acme`, or the same
HR contact linked to a deal twice.
**One-shot fix** — runs every dedupe pass in order:
@@ -709,10 +704,10 @@ oo contacts dedupe-info
# Two deals with the same title
oo opportunities dedupe
# Same contact attached twice to one deal (common after applications sync)
# Same contact attached twice to one deal
oo opportunities dedupe-members
# Titles like " @ contoso" or extra whitespace
# Titles like " @ Acme" or extra whitespace
oo opportunities fix-titles
```
@@ -736,10 +731,10 @@ oo invoices create --number INV-2026-01 --contact COMPANY_ID --item ITEM_ID \
--price 300 --opportunity DEAL_ID --language de-DE \
--line-description "…" --terms $'…' --description $'…' --po "Deal #DEAL_ID"
oo invoices pdf 41 --force
oo invoices pdf INVOICE_ID --force
oo invoices pdf-cleanup INVOICE_ID
oo invoices status INVOICE_ID --status draft
oo mails draft-invoice --invoice INVOICE_ID --to info@client.de
oo mails draft-invoice --invoice INVOICE_ID --to billing@example.com
```
**Deal grouping flag** — when the same role at the same company created
@@ -753,66 +748,11 @@ oo crm cleanup --ignore-company-suffix
**Inspect before/after:**
```bash
oo opportunities list --count 200 | grep -i contoso
oo contacts get 857 -o json
oo opportunities list --count 200
oo contacts get CONTACT_ID -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 scan-thunderbird --root /path/to/thunderbird-profile -O /tmp/thunderbird.yaml
oo catalog merge -i /tmp/contacts.yaml -i /tmp/projects.yaml -i /tmp/thunderbird.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`)
and want companies, persons, deals, and history notes in OnlyOffice without
re-typing.
**Dry-run first** (default — prints what would happen, writes nothing):
```bash
oo applications sync --path ./applications/2026 --verbose
```
**Apply** when the preview looks right:
```bash
oo applications sync --path ./applications/2026 --apply --verbose
```
Each dossier `README.md` is parsed for company, role, email, phone, LinkedIn, etc.
Discovery walks `--path` and **skips** junk trees (`node_modules`, `tools`, `.venv`,
`pdfs`, …). Only folders that look like CV application slugs (`source-NNN-…`, or
long hyphenated dossiers) are synced — not npm package READMEs.
The sync creates or finds contacts, opens a deal, adds members, and appends a
history note. Re-running is safe: duplicate members and duplicate deal titles
are skipped when already present.
**After a large sync**, run CRM cleanup to collapse duplicates introduced by
repeated runs or manual edits:
```bash
oo applications sync --path ./applications/2026 --apply
oo crm cleanup -o json
```
### Workspace mail (`oo mails`)
@@ -899,8 +839,8 @@ oo calendar events --start 2026-06-24 --end 2026-07-01
# Schedule interview block
oo calendar add "Technical interview" 2026-06-26T10:00:00Z 2026-06-26T11:00:00Z
# Attach CV to a hiring task
oo tasks files upload 208 ./cv.pdf
# Attach a file to a task
oo tasks files upload 208 ./notes.pdf
oo projects files list 33
```
@@ -908,7 +848,7 @@ oo projects files list 33
| When | Command |
|------|---------|
| After `applications sync --apply` | `oo crm cleanup` |
| After bulk CRM imports | `oo crm cleanup` |
| After bulk CSV import into CRM | `oo crm cleanup` |
| Weekly inbox triage | `oo mails list --folder inbox --limit 100` |
| Before exec reporting | `oo opportunities list` + `oo projects list` |
@@ -922,9 +862,9 @@ oo projects files list 33
| `ONLYOFFICE_PASS` (or `ONLYOFFICE_PASSWORD`) | Password |
| `ONLYOFFICE_CALENDAR_ID` | Default calendar id used when omitted (default `1`) |
| `ONLYOFFICE_PROJECT_ID` | Default project id used when omitted (default `33`) |
| `OO_URL`, `OO_USER`, `OO_PASS` | CLI-only produktor.io aliases mapped to `ONLYOFFICE_URL`, `ONLYOFFICE_USER`, `ONLYOFFICE_PASS` |
| `OO_URL`, `OO_USER`, `OO_PASS` | Optional CLI-only aliases for `ONLYOFFICE_*` |
Mail, CRM cleanup, and applications sync are documented in [oo CLI use cases](#oo-cli-use-cases) above.
Mail and CRM cleanup are documented in [oo CLI use cases](#oo-cli-use-cases) above. Personal disk inventory / dossier sync lives in the private `oo-workspace` (`oow`) tooling.
### CI / releases