feat(crm): dedupe duplicates, fix deal titles, and add cleanup CLI
Merge duplicate companies/persons/deals by name, remove duplicate contact info and opportunity members, and rename malformed " @ Company" titles. Applications sync now avoids empty-position titles and duplicate members. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Cursor
@@ -0,0 +1,94 @@
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package main
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import (
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"bytes"
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"os"
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"strings"
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"testing"
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)
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func TestRootRegistersSubjects(t *testing.T) {
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want := []string{
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"calendar", "projects", "tasks", "users", "whoami",
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"contacts", "persons", "companies",
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"opportunities", "cases", "crm-tasks", "applications", "crm",
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}
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got := make(map[string]bool, len(rootCmd.Commands()))
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for _, c := range rootCmd.Commands() {
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got[c.Name()] = true
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}
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for _, name := range want {
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if !got[name] {
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t.Fatalf("missing root subcommand %q; have %v", name, rootCmd.Commands())
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}
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}
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}
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func TestRootHelpListsSubjects(t *testing.T) {
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out := &bytes.Buffer{}
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rootCmd.SetOut(out)
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rootCmd.SetErr(&bytes.Buffer{})
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rootCmd.SetArgs([]string{"--help"})
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t.Cleanup(func() {
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rootCmd.SetArgs(nil)
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rootCmd.SetOut(nil)
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rootCmd.SetErr(nil)
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})
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if err := rootCmd.Execute(); err != nil {
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t.Fatal(err)
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}
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help := out.String()
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for _, snippet := range []string{"calendar", "projects", "tasks", "users", "opportunities"} {
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if !strings.Contains(help, snippet) {
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t.Fatalf("help missing %q", snippet)
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}
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}
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}
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func TestProjectsAlias(t *testing.T) {
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cmd, _, err := rootCmd.Find([]string{"prj"})
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if err != nil {
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t.Fatal(err)
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}
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if cmd.Name() != "projects" {
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t.Fatalf("prj alias resolved to %q", cmd.Name())
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}
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}
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func TestNewOOReturnsErrorWithoutCredentials(t *testing.T) {
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clearEnv(t,
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"ONLYOFFICE_URL", "ONLYOFFICE_HOST", "ONLYOFFICE_USER", "ONLYOFFICE_NAME",
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"ONLYOFFICE_PASS", "ONLYOFFICE_PASSWORD",
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"OO_URL", "OO_USER", "OO_PASS",
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)
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dir := t.TempDir()
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oldwd, err := os.Getwd()
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if err != nil {
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t.Fatal(err)
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}
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if err := os.Chdir(dir); err != nil {
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t.Fatal(err)
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}
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t.Cleanup(func() { _ = os.Chdir(oldwd) })
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errBuf := &bytes.Buffer{}
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rootCmd.SetErr(errBuf)
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rootCmd.SetOut(&bytes.Buffer{})
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rootCmd.SetArgs([]string{"users", "list"})
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t.Cleanup(func() {
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rootCmd.SetArgs(nil)
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rootCmd.SetOut(nil)
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rootCmd.SetErr(nil)
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})
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err = rootCmd.Execute()
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if err == nil {
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t.Fatal("expected error without credentials")
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}
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msg := err.Error()
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for _, want := range []string{"ONLYOFFICE_URL", "ONLYOFFICE_USER", "ONLYOFFICE_PASS"} {
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if !strings.Contains(msg, want) {
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t.Fatalf("error %q missing %q", msg, want)
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}
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}
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}
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+23
-3
@@ -32,13 +32,13 @@ func init() {
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// execute runs the root command. Exported only to main.go in the same package.
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func execute() error { return rootCmd.Execute() }
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// newOO loads env (incl. .env in CWD) and returns an authenticated client.
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// newOO loads env (only .env in CWD) and returns an authenticated client.
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// godotenv is a CLI-only concern; the library itself never loads dotfiles.
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func newOO(cmd *cobra.Command) (*onlyoffice.Client, error) {
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_ = godotenv.Load()
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loadOOEnv()
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creds := onlyoffice.GetEnvironmentCredentials()
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if creds.Url == "" || creds.User == "" || creds.Password == "" {
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return nil, fmt.Errorf("need ONLYOFFICE_URL (or ONLYOFFICE_HOST), user (ONLYOFFICE_USER or ONLYOFFICE_NAME), password (ONLYOFFICE_PASS or ONLYOFFICE_PASSWORD)")
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return nil, fmt.Errorf("need ONLYOFFICE_URL (or ONLYOFFICE_HOST/OO_URL), user (ONLYOFFICE_USER or ONLYOFFICE_NAME/OO_USER), password (ONLYOFFICE_PASS or ONLYOFFICE_PASSWORD/OO_PASS)")
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}
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c := onlyoffice.NewClient(creds)
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c.SetDefaults(onlyoffice.GetEnvironmentDefaults())
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@@ -48,6 +48,26 @@ func newOO(cmd *cobra.Command) (*onlyoffice.Client, error) {
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return c, nil
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}
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func loadOOEnv() {
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_ = godotenv.Load(".env")
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applyOOEnvAliases()
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}
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func applyOOEnvAliases() {
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setEnvIfEmpty("ONLYOFFICE_URL", "OO_URL")
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setEnvIfEmpty("ONLYOFFICE_USER", "OO_USER")
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setEnvIfEmpty("ONLYOFFICE_PASS", "OO_PASS")
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}
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func setEnvIfEmpty(dst, src string) {
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if strings.TrimSpace(os.Getenv(dst)) != "" {
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return
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}
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if v := strings.TrimSpace(os.Getenv(src)); v != "" {
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_ = os.Setenv(dst, v)
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}
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}
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// printJSON dumps any value as indented JSON.
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func printJSON(v any) {
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enc := json.NewEncoder(os.Stdout)
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@@ -0,0 +1,190 @@
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package main
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import (
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"bytes"
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"io"
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"os"
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"strings"
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"testing"
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)
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func TestLoadOOEnvFromCWDWithOOAliases(t *testing.T) {
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clearEnv(t, "ONLYOFFICE_URL", "ONLYOFFICE_USER", "ONLYOFFICE_PASS", "OO_URL", "OO_USER", "OO_PASS")
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dir := t.TempDir()
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oldwd, err := os.Getwd()
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if err != nil {
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t.Fatal(err)
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}
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if err := os.Chdir(dir); err != nil {
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t.Fatal(err)
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}
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t.Cleanup(func() { _ = os.Chdir(oldwd) })
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if err := os.WriteFile(".env", []byte("OO_URL=https://office.example.com\nOO_USER=user@example.com\nOO_PASS=secret\n"), 0o600); err != nil {
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t.Fatal(err)
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}
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loadOOEnv()
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if got := os.Getenv("ONLYOFFICE_URL"); got != "https://office.example.com" {
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t.Fatalf("ONLYOFFICE_URL=%q", got)
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}
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if got := os.Getenv("ONLYOFFICE_USER"); got != "user@example.com" {
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t.Fatalf("ONLYOFFICE_USER=%q", got)
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}
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if got := os.Getenv("ONLYOFFICE_PASS"); got != "secret" {
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t.Fatalf("ONLYOFFICE_PASS=%q", got)
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}
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}
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func TestApplyOOEnvAliasesDoesNotOverrideCanonical(t *testing.T) {
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clearEnv(t, "ONLYOFFICE_URL", "OO_URL")
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t.Setenv("ONLYOFFICE_URL", "https://canonical.example")
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t.Setenv("OO_URL", "https://alias.example")
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applyOOEnvAliases()
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if got := os.Getenv("ONLYOFFICE_URL"); got != "https://canonical.example" {
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t.Fatalf("ONLYOFFICE_URL=%q", got)
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}
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}
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func TestFmtCell(t *testing.T) {
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tests := []struct {
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in any
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want string
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}{
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{nil, ""},
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{"hello", "hello"},
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{true, "true"},
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{false, "false"},
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{float64(42), "42"},
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{float64(1.5), "1.5"},
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{int64(7), "7"},
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{map[string]any{"a": 1}, `{"a":1}`},
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}
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for _, tc := range tests {
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if got := fmtCell(tc.in); got != tc.want {
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t.Fatalf("fmtCell(%#v)=%q want %q", tc.in, got, tc.want)
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}
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}
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long := strings.Repeat("x", 100)
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got := fmtCell(long)
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if !strings.HasSuffix(got, "…") || len(got) > 82 {
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t.Fatalf("fmtCell(long)=%q len=%d", got, len(got))
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}
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}
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func TestTruncate(t *testing.T) {
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if got := truncate("a\nb", 10); got != "a b" {
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t.Fatalf("truncate newline=%q", got)
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}
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got := truncate(strings.Repeat("z", 20), 10)
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if !strings.HasSuffix(got, "…") || len(got) >= 20 {
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t.Fatalf("truncate=%q len=%d", got, len(got))
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}
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}
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func TestSortedKeys(t *testing.T) {
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got := sortedKeys(map[string]any{"c": 1, "a": 2, "b": 3})
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want := []string{"a", "b", "c"}
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for i := range want {
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if got[i] != want[i] {
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t.Fatalf("sortedKeys=%v want %v", got, want)
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}
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}
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}
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func TestFlexIDFloat(t *testing.T) {
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if got := flexIDFloat(float64(12)); got != 12 {
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t.Fatalf("float64=%v", got)
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}
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if got := flexIDFloat(7); got != 7 {
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t.Fatalf("int=%v", got)
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}
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if got := flexIDFloat("3.5"); got != 3.5 {
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t.Fatalf("string=%v", got)
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}
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}
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func TestIdString(t *testing.T) {
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m := map[string]any{"id": float64(99), "s": "x", "i": 5}
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if got := idString(m, "id"); got != "99" {
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t.Fatalf("float id=%q", got)
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}
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if got := idString(m, "s"); got != "x" {
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t.Fatalf("string id=%q", got)
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}
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if got := idString(m, "i"); got != "5" {
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t.Fatalf("int id=%q", got)
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}
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if got := idString(m, "missing"); got != "" {
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t.Fatalf("missing=%q", got)
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}
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}
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func TestPrintTableJSON(t *testing.T) {
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defer func(old string) { outputFormat = old }(outputFormat)
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outputFormat = "json"
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out := captureStdout(t, func() {
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printTable([]string{"id", "name"}, []map[string]any{{"id": 1, "name": "alpha"}})
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})
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if !strings.Contains(out, `"id": 1`) || !strings.Contains(out, `"name": "alpha"`) {
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t.Fatalf("json output=%q", out)
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}
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}
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func TestPrintTableEmpty(t *testing.T) {
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defer func(old string) { outputFormat = old }(outputFormat)
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outputFormat = "table"
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out := captureStdout(t, func() { printTable([]string{"id"}, nil) })
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if strings.TrimSpace(out) != "(empty)" {
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t.Fatalf("empty table=%q", out)
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}
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}
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func TestPrintObjectTable(t *testing.T) {
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defer func(old string) { outputFormat = old }(outputFormat)
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outputFormat = "table"
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out := captureStdout(t, func() {
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printObject(map[string]any{"id": float64(1), "title": "Demo"})
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})
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if !strings.Contains(out, "id") || !strings.Contains(out, "title") || !strings.Contains(out, "Demo") {
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t.Fatalf("table object=%q", out)
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}
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}
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func captureStdout(t *testing.T, fn func()) string {
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t.Helper()
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old := os.Stdout
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r, w, err := os.Pipe()
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if err != nil {
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t.Fatal(err)
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}
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os.Stdout = w
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fn()
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_ = w.Close()
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os.Stdout = old
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var buf bytes.Buffer
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if _, err := io.Copy(&buf, r); err != nil {
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t.Fatal(err)
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}
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_ = r.Close()
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return buf.String()
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}
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|
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func clearEnv(t *testing.T, keys ...string) {
|
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t.Helper()
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for _, key := range keys {
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old, ok := os.LookupEnv(key)
|
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if err := os.Unsetenv(key); err != nil {
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t.Fatal(err)
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}
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t.Cleanup(func() {
|
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if ok {
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_ = os.Setenv(key, old)
|
||||
return
|
||||
}
|
||||
_ = os.Unsetenv(key)
|
||||
})
|
||||
}
|
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}
|
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@@ -4,6 +4,7 @@ import (
|
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"fmt"
|
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"strconv"
|
||||
|
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onlyoffice "github.com/eslider/go-onlyoffice"
|
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"github.com/spf13/cobra"
|
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)
|
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|
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@@ -39,16 +40,20 @@ func init() {
|
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contactsCmd.AddCommand(contactsGetCmd())
|
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contactsCmd.AddCommand(contactsDeleteCmd())
|
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contactsCmd.AddCommand(contactsInfoAddCmd())
|
||||
contactsCmd.AddCommand(contactsDedupeInfoCmd())
|
||||
|
||||
only := true
|
||||
personsCmd.AddCommand(contactsListCmd(&only)) // persons only
|
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personsCmd.AddCommand(personsCreateCmd())
|
||||
personsCmd.AddCommand(contactsDeleteCmd())
|
||||
personsCmd.AddCommand(personsDedupeCmd())
|
||||
|
||||
onlyCo := false
|
||||
companiesCmd.AddCommand(contactsListCmd(&onlyCo)) // companies only
|
||||
companiesCmd.AddCommand(companiesCreateCmd())
|
||||
companiesCmd.AddCommand(contactsDeleteCmd())
|
||||
companiesCmd.AddCommand(companiesDedupeCmd())
|
||||
companiesCmd.AddCommand(companiesDedupePersonsCmd())
|
||||
}
|
||||
|
||||
// contactsListCmd returns a `list` subcommand.
|
||||
@@ -246,3 +251,63 @@ func companiesCreateCmd() *cobra.Command {
|
||||
cmd.Flags().StringVar(&website, "website", "", "website url (adds ContactInfo)")
|
||||
return cmd
|
||||
}
|
||||
|
||||
func companiesDedupeCmd() *cobra.Command {
|
||||
return &cobra.Command{
|
||||
Use: "dedupe",
|
||||
Short: "Merge duplicate companies by normalized name",
|
||||
RunE: dedupeRunE(func(cmd *cobra.Command, c *onlyoffice.Client) error {
|
||||
res, err := onlyoffice.DedupeCompanies(cmd.Context(), c)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(res)
|
||||
return nil
|
||||
}),
|
||||
}
|
||||
}
|
||||
|
||||
func companiesDedupePersonsCmd() *cobra.Command {
|
||||
return &cobra.Command{
|
||||
Use: "dedupe-persons",
|
||||
Short: "Merge duplicate persons under each company",
|
||||
RunE: dedupeRunE(func(cmd *cobra.Command, c *onlyoffice.Client) error {
|
||||
res, err := onlyoffice.DedupeCompanyPersons(cmd.Context(), c)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(res)
|
||||
return nil
|
||||
}),
|
||||
}
|
||||
}
|
||||
|
||||
func personsDedupeCmd() *cobra.Command {
|
||||
return &cobra.Command{
|
||||
Use: "dedupe",
|
||||
Short: "Merge duplicate persons by normalized first+last name",
|
||||
RunE: dedupeRunE(func(cmd *cobra.Command, c *onlyoffice.Client) error {
|
||||
res, err := onlyoffice.DedupePersons(cmd.Context(), c)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(res)
|
||||
return nil
|
||||
}),
|
||||
}
|
||||
}
|
||||
|
||||
func contactsDedupeInfoCmd() *cobra.Command {
|
||||
return &cobra.Command{
|
||||
Use: "dedupe-info",
|
||||
Short: "Remove duplicate contact info rows (email, phone, …)",
|
||||
RunE: dedupeRunE(func(cmd *cobra.Command, c *onlyoffice.Client) error {
|
||||
res, err := onlyoffice.DedupeContactInfo(cmd.Context(), c)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(res)
|
||||
return nil
|
||||
}),
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,48 @@
|
||||
package main
|
||||
|
||||
import (
|
||||
onlyoffice "github.com/eslider/go-onlyoffice"
|
||||
"github.com/spf13/cobra"
|
||||
)
|
||||
|
||||
var crmCmd = &cobra.Command{
|
||||
Use: "crm",
|
||||
Short: "CRM maintenance (dedupe, cleanup)",
|
||||
}
|
||||
|
||||
func init() {
|
||||
rootCmd.AddCommand(crmCmd)
|
||||
crmCmd.AddCommand(crmCleanupCmd())
|
||||
}
|
||||
|
||||
func crmCleanupCmd() *cobra.Command {
|
||||
var ignoreCompanySuffix bool
|
||||
cmd := &cobra.Command{
|
||||
Use: "cleanup",
|
||||
Short: "Run all CRM dedupe passes (companies, persons, associations, titles)",
|
||||
RunE: func(cmd *cobra.Command, args []string) error {
|
||||
c, err := newOO(cmd)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
out, err := onlyoffice.CleanupCRM(cmd.Context(), c, ignoreCompanySuffix)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(out)
|
||||
return nil
|
||||
},
|
||||
}
|
||||
cmd.Flags().BoolVar(&ignoreCompanySuffix, "ignore-company-suffix", false, "group deals by position only (strip ' @ Company')")
|
||||
return cmd
|
||||
}
|
||||
|
||||
func dedupeRunE(fn func(cmd *cobra.Command, c *onlyoffice.Client) error) func(*cobra.Command, []string) error {
|
||||
return func(cmd *cobra.Command, args []string) error {
|
||||
c, err := newOO(cmd)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
return fn(cmd, c)
|
||||
}
|
||||
}
|
||||
+5
-4
@@ -6,12 +6,13 @@
|
||||
// oo projects list | get | milestones | create | update | delete | files (list|upload|download|rename|delete)
|
||||
// oo tasks list | get | create | update | delete | subtask add | files (list|upload|detach)
|
||||
// oo users list | self (alias: oo whoami)
|
||||
// oo contacts list | get | delete | info-add
|
||||
// oo persons list | create | delete
|
||||
// oo companies list | create | delete
|
||||
// oo opportunities list | get | create | delete | stages | member-add
|
||||
// oo contacts list | get | delete | info-add | dedupe-info
|
||||
// oo persons list | create | delete | dedupe
|
||||
// oo companies list | create | delete | dedupe | dedupe-persons
|
||||
// oo opportunities list | get | create | delete | stages | member-add | dedupe | dedupe-members | fix-titles
|
||||
// oo cases list | create | delete | member-add
|
||||
// oo crm-tasks list | create | delete | categories
|
||||
// oo crm cleanup
|
||||
// oo applications sync
|
||||
//
|
||||
// Every list supports `--output/-o json|table` (table is the default).
|
||||
|
||||
@@ -4,6 +4,7 @@ import (
|
||||
"fmt"
|
||||
"strconv"
|
||||
|
||||
onlyoffice "github.com/eslider/go-onlyoffice"
|
||||
"github.com/spf13/cobra"
|
||||
)
|
||||
|
||||
@@ -21,6 +22,9 @@ func init() {
|
||||
opportunitiesCmd.AddCommand(oppDeleteCmd())
|
||||
opportunitiesCmd.AddCommand(oppStagesCmd())
|
||||
opportunitiesCmd.AddCommand(oppMemberAddCmd())
|
||||
opportunitiesCmd.AddCommand(oppDedupeCmd())
|
||||
opportunitiesCmd.AddCommand(oppDedupeMembersCmd())
|
||||
opportunitiesCmd.AddCommand(oppFixTitlesCmd())
|
||||
}
|
||||
|
||||
func oppListCmd() *cobra.Command {
|
||||
@@ -175,3 +179,51 @@ func oppMemberAddCmd() *cobra.Command {
|
||||
},
|
||||
}
|
||||
}
|
||||
|
||||
func oppDedupeCmd() *cobra.Command {
|
||||
var ignoreCompanySuffix bool
|
||||
cmd := &cobra.Command{
|
||||
Use: "dedupe",
|
||||
Short: "Merge duplicate opportunities by title",
|
||||
RunE: dedupeRunE(func(cmd *cobra.Command, c *onlyoffice.Client) error {
|
||||
res, err := onlyoffice.DedupeOpportunities(cmd.Context(), c, ignoreCompanySuffix)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(res)
|
||||
return nil
|
||||
}),
|
||||
}
|
||||
cmd.Flags().BoolVar(&ignoreCompanySuffix, "ignore-company-suffix", false, "group by position only")
|
||||
return cmd
|
||||
}
|
||||
|
||||
func oppDedupeMembersCmd() *cobra.Command {
|
||||
return &cobra.Command{
|
||||
Use: "dedupe-members",
|
||||
Short: "Remove duplicate contacts on each deal (by id and display name)",
|
||||
RunE: dedupeRunE(func(cmd *cobra.Command, c *onlyoffice.Client) error {
|
||||
res, err := onlyoffice.DedupeOpportunityMembers(cmd.Context(), c)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(res)
|
||||
return nil
|
||||
}),
|
||||
}
|
||||
}
|
||||
|
||||
func oppFixTitlesCmd() *cobra.Command {
|
||||
return &cobra.Command{
|
||||
Use: "fix-titles",
|
||||
Short: "Fix malformed deal titles (leading @, spacing)",
|
||||
RunE: dedupeRunE(func(cmd *cobra.Command, c *onlyoffice.Client) error {
|
||||
res, err := onlyoffice.FixOpportunityTitles(cmd.Context(), c)
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
printObject(res)
|
||||
return nil
|
||||
}),
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user