qualia-framework 4.4.0 → 4.5.0

package/skills/qualia-report/SKILL.md

@@ -154,21 +154,41 @@ PAYLOAD=$(
   REPORT_FILE="$REPORT_FILE" \
   node -e "
     const fs = require('fs');
+    const path = require('path');
+    const os = require('os');
+    const { spawnSync } = require('child_process');
+    const git = (args) => {
+      const r = spawnSync('git', args, { encoding: 'utf8', timeout: 3000 });
+      return r.status === 0 ? r.stdout.trim() : '';
+    };
+    const repoSlug = (remote) => (remote || '')
+      .replace(/^git@github\\.com:/, 'github.com/')
+      .replace(/^https?:\\/\\//, '')
+      .replace(/\\.git$/, '')
+      .split('/')
+      .filter(Boolean)
+      .pop();
+    let config = {};
+    try {
+      config = JSON.parse(fs.readFileSync(path.join(os.homedir(), '.claude/.qualia-config.json'), 'utf8'));
+    } catch {}
     const t = JSON.parse(fs.readFileSync('.planning/tracking.json', 'utf8'));
     const notes = fs.readFileSync(process.env.REPORT_FILE, 'utf8').substring(0, 60000);
     const commits = [];
     try {
-      const { spawnSync } = require('child_process');
       const r = spawnSync('git', ['log', '--oneline', '--since=8 hours ago', '--format=%h'], { encoding: 'utf8', timeout: 3000 });
       if (r.stdout) commits.push(...r.stdout.trim().split('\n').filter(Boolean));
     } catch {}
+    const gitRemote = t.git_remote || git(['config', '--get', 'remote.origin.url']);
+    const projectKey = t.project_id || repoSlug(gitRemote) || require('path').basename(process.cwd());
     console.log(JSON.stringify({
       project: t.project || require('path').basename(process.cwd()),
-      project_id: t.project_id || '',
-      team_id: t.team_id || '',
-      git_remote: t.git_remote || '',
+      project_id: projectKey,
+      team_id: t.team_id || 'qualia-solutions',
+      git_remote: gitRemote,
       client: t.client || '',
       client_report_id: process.env.CLIENT_REPORT_ID,
+      framework_version: config.version || '',
       milestone: t.milestone || 1,
       milestone_name: t.milestone_name || '',
       milestones: Array.isArray(t.milestones) ? t.milestones : [],

package/skills/zoho-workflow/SKILL.md

@@ -0,0 +1,64 @@
+---
+name: zoho-workflow
+description: Zoho Invoice and Mail operations - create invoices, send emails, manage contacts. Use when Fawzi mentions invoicing, email, or Zoho.
+tags: [zoho, invoice, email, billing, crm]
+---
+
+# Zoho Workflow
+
+## Route invoicing through the ERP first
+
+The Qualia ERP at `https://portal.qualiasolutions.net` owns the canonical invoice workflow. **Use it before reaching for raw Zoho MCP tools.**
+
+For any "invoice X" request, the order of preference is:
+
+1. **ERP MCP** (preferred): `mcp__qualia-erp__create_invoice_draft` + `mcp__qualia-erp__create_invoice_cover_email_draft`. These wrap Zoho with the right templates, terms, VAT treatment, and matching cover email. Templates: `monthly_retainer` (Underdog pattern — retainer + SEO + usage credit), `simple_service` (Maison Maud / Armenius pattern — single line), `project_deposit` (50% upfront, requires proposal ref), `project_balance` (final 50%).
+2. **ERP UI** (when Fawzi is at his desk): `https://portal.qualiasolutions.net/admin?tab=finance` → "New invoice from template" button.
+3. **Raw Zoho Books MCP** (`mcp__claude_ai_Zoho_Books__*`): only for things the ERP doesn't expose yet — voiding, editing existing invoices, recording payments, expenses, contact management.
+
+The full handoff runbook lives in the qualia-erp repo: `docs/finance-runbook.md`. It covers once-per-client setup, the 4 templates, the bulk monthly batch, and common errors.
+
+**Why this matters:** the ERP knows the client → Zoho contact_id mapping, the right tax treatment (Cyprus 19% / non-EU 0%), and the canonical terms templates. Calling Zoho directly bypasses all of that and reintroduces the manual hand-stitching the ERP was built to replace.
+
+## Zoho Invoice
+
+- Create, edit, send, and void invoices
+- List and search invoices by client, status, date
+- Manage items, taxes, contacts, and expenses
+- Mark invoices as sent/paid, send payment reminders
+- Generate invoice PDFs and email them to clients
+- Create recurring invoices and credit notes
+- When Fawzi says "invoice [client]" — create the full invoice, don't just explain how
+- Default sender org: Qualia Solutions
+
+## Zoho Mail
+
+- Read inbox, sent, drafts, and folder contents
+- Send emails and reply to threads
+- Move, label, and organize messages
+- Search emails by sender, subject, date
+- When Fawzi says "email [someone]" or "check inbox" — do it directly
+- Use Fawzi's primary Zoho Mail account
+
+## Email Formatting Rules (MANDATORY)
+
+- Always append Fawzi's signature at the bottom of every email
+- Read signature HTML from `~/.claude/knowledge/email-signature.html`
+- Never use dashes (---) or horizontal separators
+- Never use emojis
+- Professional, direct tone
+- Keep it concise and action-oriented
+
+## General Rules
+
+- Always act, don't just describe. Execute operations directly.
+- Fetch the organization ID first if needed (use the list/get org tools)
+- If a tool call fails, debug it — check params, retry with fixes
+
+## Trigger Phrases
+
+- "invoice [client]" → Create and send invoice
+- "email [someone]" → Compose and send email
+- "check inbox" → Read inbox
+- "send reminder" → Payment reminder
+- "create contact" → New Zoho contact