@bradtech/sales-skills 1.0.0

package/bun.lock

@@ -0,0 +1,262 @@
+{
+  "lockfileVersion": 1,
+  "configVersion": 1,
+  "workspaces": {
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+  }
+}

package/package.json

@@ -0,0 +1,35 @@
+{
+  "name": "@bradtech/sales-skills",
+  "version": "1.0.0",
+  "description": "TypeScript / Bun Sales Agent Skills",
+  "license": "AGPL-3.0-only",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/bradtech/sales-skills.git"
+  },
+  "type": "module",
+  "scripts": {
+    "setup-skills": "./bin/activate_skills.sh",
+    "local-agent": "bun run bin/lm_studio_agent.ts",
+    "publish:package": "bun run bin/publish.ts"
+  },
+  "publishConfig": {
+    "access": "public"
+  },
+  "dependencies": {
+    "@quatrain/log": "^1.2.3",
+    "@quatrain/core": "^1.2.16",
+    "@quatrain/types": "^1.2.15",
+    "@quatrain/api-client": "^1.1.7",
+    "@quatrain/skills": "^1.0.1",
+    "@quatrain/cli": "^1.1.8",
+    "@quatrain/api-xmlrpc": "^1.0.1",
+    "commander": "^11.1.0",
+    "googleapis": "^129.0.0",
+    "xmlrpc": "^1.3.2"
+  },
+  "devDependencies": {
+    "@types/xmlrpc": "^1.3.10",
+    "@types/node": "^22.10.1"
+  }
+}

package/skills/actions/sync-meetings-to-odoo/SKILL.md

@@ -0,0 +1,97 @@
+---
+name: sync-meetings-to-odoo
+description: >-
+  Allows reading your appointments for a day (today by default),
+  extracting names and emails of participants, checking if they exist in Odoo,
+  and proposing to add them (if missing) or update them if their name is incomplete (e.g. just email address),
+  while also creating the corresponding meeting/event in Odoo.
+---
+
+# Sync Meetings to Odoo Skill
+
+## Overview
+This orchestration skill guides the agent through an interactive process combining `google-calendar` and `odoo-integration` to keep your Odoo CRM up-to-date with your Google Workspace calendar.
+
+## Dependencies
+- **[google-calendar](file:///Users/crapougnax/CODE/BRAD2026/sales-skills/skills/google-calendar/SKILL.md)**: Used to retrieve calendar events.
+- **[odoo-integration](file:///Users/crapougnax/CODE/BRAD2026/sales-skills/skills/odoo-integration/SKILL.md)**: Used to search partners, create or update partners, and schedule meetings in Odoo.
+
+## Agent Workflow
+
+When this skill is triggered, the agent performs the following steps:
+
+### Step 1: Determine Date Range
+The agent identifies the targeted day. By default, it is **today** (based on the current local time provided in the metadata).
+- Start Date: `YYYY-MM-DDT00:00:00Z`
+- End Date: `YYYY-MM-DDT23:59:59Z`
+
+### Step 2: Retrieve Calendar Events
+The agent runs the `google_calendar_cli.ts` script for the user's email address (retrieved from the `ODOO_USER` configuration or metadata):
+```bash
+bun run skills/vendor/google/cli.ts list-events \
+  --calendar-id "<USER_EMAIL>" \
+  --time-min "<DATE_START>" \
+  --time-max "<DATE_END>" \
+  --limit 50 \
+  --output ".log/events_sync.json"
+```
+
+### Step 3: Extract and Filter Participants
+The agent parses `.log/events_sync.json` for each event and extracts:
+- Email addresses and display names of participants/invitees (excluding the user's own email and any internal contact with an email ending in `@brad.ag`).
+
+### Step 4: Verify in Odoo
+For each identified participant, the agent performs a search in Odoo:
+```bash
+bun run skills/vendor/odoo/cli.ts search-partners \
+  --query "<PARTNER_EMAIL_OR_NAME>" \
+  --limit 5 \
+  --output ".log/search_check.json"
+```
+*(The agent checks if the contact exists. If the contact exists but their `name` in Odoo is identical to their email address, and a cleaner display name was available in the calendar invitation, the agent marks this contact for an update).*
+
+**Parent Company Search (if contact is missing):**
+If the contact does not exist in Odoo, the agent extracts the domain name from their email address (e.g., `infotel.com` from `collaborateur@infotel.com`).
+Unless the domain is generic (e.g., `gmail.com`, `yahoo.com`, `hotmail.com`, `outlook.com`), the agent searches if a corresponding company is already registered in Odoo (by name or domain):
+```bash
+bun run skills/vendor/odoo/cli.ts search-partners \
+  --query "<DOMAIN_OR_COMPANY_NAME>" \
+  --is-company true \
+  --limit 5 \
+  --output ".log/company_check.json"
+```
+If a matching company is found in `.log/company_check.json`, the agent records its `id` to associate it with the new contact.
+
+### Step 5: Interactive Summary and Proposal
+The agent displays a clear summary:
+- Meetings found for the day.
+- Participants already fully registered in Odoo.
+- Existing participants to update (those whose Odoo name is just their email, but a real name is available in the invite).
+- Missing participants in Odoo (indicating parent company links if found).
+- **The agent must ask for your validation before creating missing contacts, updating existing ones, or creating the Odoo meetings.**
+
+### Step 6: Create and Synchronize (after validation)
+For approved items, the agent performs:
+1. Create missing contacts (associating `--company-id` if found):
+   ```bash
+   bun run skills/vendor/odoo/cli.ts create-contact \
+     --name "<NAME>" \
+     --email "<EMAIL>" \
+     --company-id <PARENT_COMPANY_ID_IF_FOUND> \
+     --output ".log/new_contact.json"
+   ```
+2. Update names for approved existing partners:
+   ```bash
+   bun run skills/vendor/odoo/cli.ts update-partner \
+     --id <PARTNER_ID> \
+     --name "<NAME>" \
+     --output ".log/update_name_result.json"
+   ```
+3. Create the Odoo meeting linked to the relevant partner IDs:
+   ```bash
+   bun run skills/vendor/odoo/cli.ts create-meeting \
+     --name "<EVENT_SUMMARY>" \
+     --start "<EVENT_START_DATETIME_UTC>" \
+     --partner-ids "<PARTNER_ID>" \
+     --output ".log/meeting_created.json"
+   ```

package/skills/actions/sync-meetings-to-odoo/scripts/sync_meetings_cli.ts

@@ -0,0 +1,235 @@
+import { GoogleCalendarClient } from '../../../vendor/google/calendar';
+import { OdooClient } from '../../../vendor/odoo/cli';
+import { askConfirm, CliCommand } from '@quatrain/cli';
+import { Skills } from '@quatrain/skills';
+
+const GENERIC_DOMAINS = new Set([
+  'gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com',
+  'orange.fr', 'free.fr', 'sfr.fr', 'live.com', 'wanadoo.fr'
+]);
+
+interface SyncAction {
+  type: 'create_contact' | 'update_contact' | 'create_meeting';
+  description: string;
+  payload: any;
+}
+
+async function runSync(options: { calendarId?: string; date?: string; output: string }) {
+  const odoo = new OdooClient();
+  await odoo.authenticate();
+
+  const calendarId = options.calendarId || process.env.ODOO_USER;
+  if (!calendarId) {
+    Skills.error("Error: --calendar-id or ODOO_USER environment variable must be specified.");
+    process.exit(1);
+  }
+
+  // Parse target date
+  let dateStr = options.date;
+  if (!dateStr) {
+    const today = new Date();
+    dateStr = today.toISOString().split('T')[0];
+  }
+
+  Skills.info(`Starting sync for date: ${dateStr} using calendar: ${calendarId}`);
+
+  const startIso = `${dateStr}T00:00:00Z`;
+  const endIso = `${dateStr}T23:59:59Z`;
+
+  const calendar = new GoogleCalendarClient();
+  const events = await calendar.listEvents(calendarId, 50, startIso, endIso);
+
+  if (events.length === 0) {
+    Skills.info("No events found for this day.");
+    await Skills.writeOutput({ date: dateStr, synced: 0, actions: [] }, options.output);
+    return;
+  }
+
+  Skills.info(`Found ${events.length} event(s) in Google Calendar.`);
+
+  const actions: SyncAction[] = [];
+  const processedEmails = new Set<string>();
+
+  // Map to store resolved Odoo Partner IDs (either existing or new) for the current run
+  const partnerEmailToIdMap = new Map<string, number>();
+
+  for (const event of events) {
+    const eventSummary = event.summary || 'Meeting without title';
+    const eventStart = event.start?.dateTime || event.start?.date;
+    if (!eventStart) continue;
+
+    // Convert event start to Odoo format (YYYY-MM-DD HH:MM:SS)
+    const eventStartDate = new Date(eventStart);
+    const pad = (num: number) => String(num).padStart(2, '0');
+    const odooStartStr = `${eventStartDate.getUTCFullYear()}-${pad(eventStartDate.getUTCMonth() + 1)}-${pad(eventStartDate.getUTCDate())} ${pad(eventStartDate.getUTCHours())}:${pad(eventStartDate.getUTCMinutes())}:${pad(eventStartDate.getUTCSeconds())}`;
+
+    Skills.info(`Processing event: "${eventSummary}" at ${odooStartStr}`);
+
+    const attendees = event.attendees || [];
+    const eventPartnerIds: number[] = [];
+
+    for (const attendee of attendees) {
+      const email = attendee.email;
+      if (!email) continue;
+
+      // Exclude self and internal domain
+      if (email === calendarId || email.endsWith('@brad.ag')) {
+        continue;
+      }
+
+      const displayName = attendee.displayName || email;
+
+      // Check if we already processed this contact in this session
+      if (processedEmails.has(email)) {
+        const id = partnerEmailToIdMap.get(email);
+        if (id) eventPartnerIds.push(id);
+        continue;
+      }
+      processedEmails.add(email);
+
+      // Search in Odoo
+      const searchResults = await odoo.searchPartners(email, undefined, 5);
+      const existing = searchResults.find((p: any) => p.email === email);
+
+      if (existing) {
+        partnerEmailToIdMap.set(email, existing.id);
+        eventPartnerIds.push(existing.id);
+
+        // Check if name is incomplete (e.g. name is same as email, but displayName has a real name)
+        if (existing.name === email && displayName !== email) {
+          actions.push({
+            type: 'update_contact',
+            description: `Update contact name from "${existing.name}" to "${displayName}" (ID: ${existing.id})`,
+            payload: { partnerId: existing.id, name: displayName, email }
+          });
+        }
+      } else {
+        // Find company id
+        let companyId: number | undefined = undefined;
+        const parts = email.split('@');
+        const domain = parts[1]?.toLowerCase();
+
+        if (domain && !GENERIC_DOMAINS.has(domain)) {
+          const companyResults = await odoo.searchPartners(domain, true, 5);
+          if (companyResults.length > 0) {
+            companyId = companyResults[0].id;
+            Skills.info(`Suggested parent company for ${email}: "${companyResults[0].name}" (ID: ${companyId})`);
+          }
+        }
+
+        actions.push({
+          type: 'create_contact',
+          description: `Create contact "${displayName}" (${email})${companyId ? ` linked to Company ID ${companyId}` : ''}`,
+          payload: { name: displayName, email, companyId }
+        });
+      }
+    }
+
+    actions.push({
+      type: 'create_meeting',
+      description: `Create Odoo meeting "${eventSummary}" at ${odooStartStr}`,
+      payload: { name: eventSummary, start: odooStartStr, emails: attendees.map((a: any) => a.email).filter(Boolean) }
+    });
+  }
+
+  Skills.info("\n--- INTERACTIVE SYNC PROPOSALS ---");
+  const confirmedActions: SyncAction[] = [];
+
+  for (const action of actions) {
+    if (action.type === 'create_contact') {
+      const confirm = await askConfirm(`[Contact] ${action.description}?`, true);
+      if (confirm) {
+        confirmedActions.push(action);
+      }
+    } else if (action.type === 'update_contact') {
+      const confirm = await askConfirm(`[Update] ${action.description}?`, true);
+      if (confirm) {
+        confirmedActions.push(action);
+      }
+    } else if (action.type === 'create_meeting') {
+      const confirm = await askConfirm(`[Meeting] ${action.description}?`, true);
+      if (confirm) {
+        confirmedActions.push(action);
+      }
+    }
+  }
+
+  Skills.info("\n--- EXECUTING SYNC ACTIONS ---");
+  const results: any[] = [];
+
+  // Execute contact creations/updates first so we have the IDs
+  for (const action of confirmedActions) {
+    if (action.type === 'create_contact') {
+      try {
+        const res = await odoo.createContact(
+          action.payload.name,
+          action.payload.companyId,
+          action.payload.email
+        );
+        Skills.info(`Created contact: "${res.name}" with ID: ${res.id}`);
+        partnerEmailToIdMap.set(action.payload.email, res.id);
+        results.push({ action: 'create_contact', status: 'success', data: res });
+      } catch (err: any) {
+        Skills.error(`Failed to create contact "${action.payload.name}": ${err.message}`);
+      }
+    } else if (action.type === 'update_contact') {
+      try {
+        const res = await odoo.updatePartner(action.payload.partnerId, { name: action.payload.name });
+        Skills.info(`Updated contact ID: ${action.payload.partnerId} name to: "${action.payload.name}"`);
+        results.push({ action: 'update_contact', status: 'success', data: res });
+      } catch (err: any) {
+        Skills.error(`Failed to update contact ID ${action.payload.partnerId}: ${err.message}`);
+      }
+    }
+  }
+
+  // Now execute meeting creations
+  for (const action of confirmedActions) {
+    if (action.type === 'create_meeting') {
+      try {
+        // Resolve attendee IDs from emails
+        const attendeeIds: number[] = [];
+        for (const email of action.payload.emails) {
+          const id = partnerEmailToIdMap.get(email);
+          if (id) attendeeIds.push(id);
+        }
+
+        const res = await odoo.createMeeting(
+          action.payload.name,
+          action.payload.start,
+          1.0,
+          attendeeIds
+        );
+        Skills.info(`Created Odoo meeting: "${res.name}" (ID: ${res.id})`);
+        results.push({ action: 'create_meeting', status: 'success', data: res });
+      } catch (err: any) {
+        Skills.error(`Failed to create meeting "${action.payload.name}": ${err.message}`);
+      }
+    }
+  }
+
+  await Skills.writeOutput({ date: dateStr, synced: results.length, results }, options.output);
+  Skills.info(`Sync complete. Details saved to: ${options.output}`);
+}
+
+async function main() {
+  const program = new CliCommand();
+  program
+    .name('sync_meetings_cli')
+    .description('Sync meetings from Google Calendar to Odoo CRM interactively');
+
+  program
+    .option('--calendar-id <id>', 'Google Calendar ID (defaults to ODOO_USER)')
+    .option('--date <yyyy-mm-dd>', 'Date to sync (defaults to today)')
+    .requiredOption('--output <path>', 'JSON file output path')
+    .action(async (options) => {
+      await runSync(options);
+    });
+
+  await program.parseAsync(process.argv);
+}
+
+main().catch((err) => {
+  Skills.error(`Sync tool failed: ${err.message}`);
+  process.exit(1);
+});