toga-ai 1.0.111 → 1.0.112

package/knowledge/2.0/apps/worker2/INDEX.md

@@ -7,5 +7,5 @@
 | [Creating Worker Actions](features/creating-worker-actions.md) | How to add a new callable Worker action — a PHP class whose `public static` methods are invoked as background jobs (via webhook, cron, or `_Worker::runTask()`). | worker2/Worker/, worker2/Controller/Index.php, _underscore/Worker.php |
 | [Elite Freshservice Sync (worker2)](features/elite-freshservice-sync.md) | `_Worker_Elite` processes Freshservice webhook events and syncs them into TOGA 2. | worker2/Worker/Elite.php, worker2/Config/dev-kmaramreddy-laptop.ini |
 | [Monitoring Framework (Orchestrator + Child Monitors)](features/monitoring-framework.md) | A unified, DB-driven monitoring framework for business-critical data flows (Compass POs, Prudential asset imports, AIG closed claims, …). | worker2/Worker/Monitor.php, worker2/Worker/Monitors/, worker2/Worker/Notification/Email.php, dbchanges2/Core/2026-05-21 - Monitors.sql |
-| [NetSuite → TOGA Opportunity Sync (API Message Queue + worker2 webhook)](features/netsuite-opportunity-sync.md) | Outbound sync from NetSuite to TOGA for the record types the Forecast2 importer pulls (opportunities first; sales/items/etc. | worker2/Worker/Netsuite.php, worker2/Worker/Netsuite/Opportunity.php, worker2/Controller/Index.php, _underscore/Worker.php, test/@dave/NetSuite/api-message-queue/lib_amq_queue.js, test/@dave/NetSuite/api-message-queue/ue_api_msg_queue_enqueue.js, test/@dave/NetSuite/api-message-queue/ue_amq_drain.js, test/@dave/NetSuite/api-message-queue/ss_amq_drain.js, test/@dave/NetSuite/api-message-queue/DEPLOY_RUNBOOK.md, test/@dave/clickup/backfill_opportunity_numbers.php, worker/crons/toga2/forecast2/common_import_sales_from_netsuite.php |
+| [NetSuite → TOGA Opportunity Sync (API Message Queue + worker2 webhook)](features/netsuite-opportunity-sync.md) | Outbound sync from NetSuite to TOGA for the record types the Forecast2 importer pulls (opportunities first; sales/items/etc. | worker2/Worker/Netsuite.php, worker2/Worker/Netsuite/Opportunity.php, worker2/Controller/Index.php, _underscore/Worker.php, test/@dave/NetSuite/api-message-queue/lib_amq_queue.js, test/@dave/NetSuite/api-message-queue/ue_api_msg_queue_enqueue.js, test/@dave/NetSuite/api-message-queue/ue_amq_drain.js, test/@dave/NetSuite/api-message-queue/ss_amq_drain.js, test/@dave/NetSuite/api-message-queue/DEPLOY_RUNBOOK.md, test/@dave/clickup/backfill_opportunity_numbers.php, test/@dave/clickup/probe_opportunity_fields.php, worker/crons/toga2/forecast2/common_import_sales_from_netsuite.php |
 | [Teams Meeting Transcript Export](features/teams-transcript-export.md) | `_Worker_Team_Transcripts` (action `Team/Transcripts/Export`) polls Microsoft Graph for Teams meeting transcripts produced by a set of organizers, classifies ea | worker2/Worker/Team/Transcripts.php, worker2/Config/production.ini |

package/knowledge/2.0/apps/worker2/features/netsuite-opportunity-sync.md

@@ -19,6 +19,7 @@ files:
   - test/@dave/NetSuite/api-message-queue/ss_amq_drain.js
   - test/@dave/NetSuite/api-message-queue/DEPLOY_RUNBOOK.md
   - test/@dave/clickup/backfill_opportunity_numbers.php
+  - test/@dave/clickup/probe_opportunity_fields.php
   - worker/crons/toga2/forecast2/common_import_sales_from_netsuite.php
 related:
   - ../architecture.md
@@ -97,6 +98,26 @@ Shared helpers: `buildCustomFields()` (the field array, used by both create and
 
 - **Task name** = `{opportunityNumber} — {customer} — {title}`, e.g.
   `60533 — 560 Endeavor Health — Data Center Facility Consolidation Services` (empty parts dropped).
+- **Task description** = a fixed structured block built by `buildDescription()`:
+  ```
+  Company: 560 Endeavor Health
+  Opportunity: 60533 — Data Center Facility Consolidation Services
+  Amount: 750000
+  Expected Close: Tue Nov 24 2026 00:00:00 GMT-0800 (PST)
+  Stage: 10%
+
+  Details:
+  <memo>
+
+  NetSuite Internal ID: 5483750
+  ```
+  Field sources (confirmed against opp 5483750 via `test/@dave/clickup/probe_opportunity_fields.php`):
+  Company = `entity.refName`; Opportunity = `tranId` + `title`; Amount = `projectedTotal`
+  (`formatAmount()`, plain number); Expected Close = `expectedCloseDate` (`formatExpectedClose()` —
+  JS `Date.toString()` style in **America/Los_Angeles**, e.g. `GMT-0800 (PST)`, auto PST/PDT by date);
+  Stage = `entityStatus.refName` (the percent string like "10%", NOT `probability`); Details = `memo`
+  (which carries NetSuite's "Missing Required Details…" fallback verbatim for pre-mandatory records).
+  The blank separator lines are a single space. Rendered verbatim — no trailing-period normalization.
 - **Custom-field value mapping** (the non-obvious part — these were swapped before 2026-06-16):
   `Opportunity #` (`a5529cdc-…`) ← `tranId`; `Customer #` (`170dc118-…`) ← `entity->refName`
   (the customer **name**, deliberately — not the NetSuite customer number). Plus `Sales Rep`,
@@ -206,6 +227,10 @@ None — platform-wide Forecast sync.
   (`Created`,`Pending`,`Retry`,`Sending`) — omitting `Created` silently matches nothing (`candidates:0`).
 
 ## Change history
+- 2026-06-16 — ClickUp task description switched to a structured block (`buildDescription()` +
+  `formatAmount()`/`formatExpectedClose()`): Company/Opportunity/Amount/Expected Close/Stage/Details/
+  Internal ID. Field sources confirmed via `probe_opportunity_fields.php`; Expected Close rendered
+  JS-style in Pacific to match the legacy format; Details = memo. (dfranks)
 - 2026-06-16 — ClickUp dedup implemented (find-or-update by `Opportunity #`, no DB column): edits
   now update the existing task instead of duplicating. Added `findClickupTaskByOpportunityNumber()`,
   `updateTask()`, and shared `buildCustomFields()`/`resolvePresalesUserId()`/`cacheClickupUser()`

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "toga-ai",
-  "version": "1.0.111",
+  "version": "1.0.112",
   "description": "TOGA Technology Team Claude Knowledge System — shared AI coding harness with skills, knowledge base CLI, and project installer for Claude Code.",
   "keywords": [
     "claude",