chore: redact personal ops from public tree
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:
+21
-21
@@ -1,7 +1,7 @@
|
||||
# CRM associations (company ↔ person ↔ deal ↔ project ↔ invoice ↔ mail)
|
||||
|
||||
Operational rules learned from real billing work (AcmeClient INV-2026-01, AcmeProject INV-2026-01).
|
||||
Tooling: `oo` CLI + this library. Business SSOT remains OnlyOffice (`ASR-0002`).
|
||||
Operational rules for the `oo` CLI and this library. Business SSOT remains
|
||||
OnlyOffice Workspace CRM + Projects.
|
||||
|
||||
## Canonical graph
|
||||
|
||||
@@ -9,8 +9,8 @@ One **legal company** owns the relationship. Do not invent a second “bill-to
|
||||
company just for PDF layout.
|
||||
|
||||
```text
|
||||
Company (#CONTACT_ID)
|
||||
├── Person (GF / buyer contact) oo persons create --company-id
|
||||
Company
|
||||
├── Person (buyer contact) oo persons create --company-id
|
||||
├── Opportunity / Deal oo opportunities … ; member-add company + person
|
||||
├── Project (hub) oo projects … ; contacts add company + person
|
||||
│ └── Epic + subtasks
|
||||
@@ -34,7 +34,7 @@ UI checks (same company card):
|
||||
- `#deals` → opportunity
|
||||
- `#projects` → hub project
|
||||
- `#invoices` on the **deal** → invoice (needs `entity`)
|
||||
- `#files` → preferably **one** current `P-….pdf`
|
||||
- `#files` → preferably **one** current invoice PDF
|
||||
|
||||
**Project Team ≠ Project Contacts.** Team = portal users. CRM people/companies
|
||||
show under the project **Contacts** tab (`oo projects contacts list`).
|
||||
@@ -57,7 +57,7 @@ show under the project **Contacts** tab (`oo projects contacts list`).
|
||||
**does not work** — delete + recreate Draft instead.
|
||||
5. **Do not regenerate PDF in a loop** without cleanup. Each
|
||||
`GET …/crm/invoice/{id}/pdf` attaches a new file to the company (and often
|
||||
the deal). Keep `invoice.fileID`; delete older `P-*.pdf` with
|
||||
the deal). Keep `invoice.fileID`; delete older PDFs with
|
||||
`oo invoices pdf-cleanup ID` / Documents `fileops/delete`.
|
||||
|
||||
## Invoice PDF quirks
|
||||
@@ -69,24 +69,24 @@ show under the project **Contacts** tab (`oo projects contacts list`).
|
||||
| Separate bill-to company for newlines | **Forbidden** — merge back to the real company |
|
||||
| Invoice **number** won’t change on PUT | Delete Draft and recreate with the desired number |
|
||||
| Notizen / Bedingungen spacing | Leading `\n` and blank lines only — no HTML (tags print literally) |
|
||||
| Issuer NIE / street lines | Organisation profile address (`street` with `\n`), not only terms |
|
||||
| Issuer street lines | Organisation profile address (`street` with `\n`), not only terms |
|
||||
|
||||
Status ids commonly used on this portal: `1` Draft, `2` Billed, `3` Rejected, `4` Paid.
|
||||
Status ids commonly used: `1` Draft, `2` Billed, `3` Rejected, `4` Paid.
|
||||
|
||||
## Mail quirks
|
||||
|
||||
| Symptom | Workaround |
|
||||
|---------|------------|
|
||||
| Signature / body doubles Matrix URL | Put chat in **one** place only. UI drafts: signature. API send: body (API **does not** append signature). |
|
||||
| Signature / body cuts Matrix URL at `#` | Plain text `chat: https://matrix.to/#/@user:server` — avoid `<a href="…#…">` (or encode `#` as `%23` in href) |
|
||||
| Signature / body doubles chat URL | Put chat in **one** place only. UI drafts: signature. API send: body (API **does not** append signature). |
|
||||
| Signature / body cuts URL at `#` | Plain text URLs — avoid `<a href="…#…">` (or encode `#` as `%23` in href) |
|
||||
| German letter spacing | Blank `<p> </p>` between blocks (`MailHTMLWithBlankParagraphs`) |
|
||||
| Send | `PUT /api/2.0/mail/messages/send.json` with `id/from/to/subject/body`; omit empty `cc`/`bcc`. Never auto-send; draft only until the human confirms |
|
||||
|
||||
Prefer OnlyOffice Mail (`/addons/mail/#drafts`) over Gmail MCP for invoice delivery.
|
||||
Prefer OnlyOffice Mail (`/addons/mail/#drafts`) for invoice delivery until confirmed.
|
||||
|
||||
## Project / task quirks
|
||||
|
||||
- Hub title: `CC | Company` (e.g. `DE | AcmeClient Ambulanter Pflegedienst GmbH`).
|
||||
- Hub title: `CC | Company` (e.g. `DE | Acme GmbH`).
|
||||
- Streams = epics/tasks under the hub, not a third title segment (unless the
|
||||
project itself is a named delivery stream).
|
||||
- Closing a **subtask**:
|
||||
@@ -99,26 +99,26 @@ Prefer OnlyOffice Mail (`/addons/mail/#drafts`) over Gmail MCP for invoice deliv
|
||||
## Merge / cleanup cheat sheet
|
||||
|
||||
```bash
|
||||
# Keep the human-created company (INTO), drop the duplicate (FROM)
|
||||
oo contacts merge 1334 1328
|
||||
# Keep the preferred company (INTO), drop the duplicate (FROM)
|
||||
oo contacts merge FROM_ID INTO_ID
|
||||
|
||||
# Or by normalized name (careful — whole CRM)
|
||||
oo companies dedupe
|
||||
|
||||
# Invoice ↔ deal must exist at create
|
||||
oo invoices create --number P-YYYY-NN --contact CONTACT_ID --item N \
|
||||
--price 300 --opportunity OPPORTUNITY_ID --language de-DE …
|
||||
oo invoices create --number P-YYYY-NN --contact COMPANY_ID --item ITEM_ID \
|
||||
--price 300 --opportunity DEAL_ID --language de-DE …
|
||||
|
||||
# Fresh PDF + prune older P-*.pdf on company/deal
|
||||
oo invoices pdf 41 --force
|
||||
# Fresh PDF + prune older PDFs on company/deal
|
||||
oo invoices pdf INVOICE_ID --force
|
||||
oo invoices pdf-cleanup INVOICE_ID
|
||||
|
||||
# Mail draft (no send)
|
||||
oo mails draft-invoice --invoice INVOICE_ID --to info@client.de
|
||||
oo mails draft-invoice --invoice INVOICE_ID --to billing@example.com
|
||||
```
|
||||
|
||||
## Related
|
||||
|
||||
- README § invoices / mail / CRM cleanup
|
||||
- Skill `oo-clients-projects` (Cursor)
|
||||
- inventar ASR-0014 / `ops/oo-clients-contacts-sync.md`
|
||||
- Personal workspace tooling (disk inventory, dossier sync): private
|
||||
`git.produktor.io/eSlider/oo-workspace` (`oow` CLI)
|
||||
|
||||
Reference in New Issue
Block a user