@cakemail-org/cakemail-cli 1.7.0 → 2.0.0

package/docs/user-manual/02-core-concepts/05-pagination-filtering.md

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+# Pagination & Filtering
+
+Master list operations with pagination, filtering, sorting, and search to efficiently work with large datasets.
+
+## Overview
+
+Most Cakemail CLI list commands support:
+
+- **Pagination** - Retrieve results in manageable chunks
+- **Filtering** - Narrow results based on criteria
+- **Sorting** - Order results by specific fields
+- **Search** - Find specific items by keyword
+
+These features help you work efficiently with large lists of campaigns, contacts, templates, and other resources.
+
+---
+
+## Pagination
+
+### What is Pagination?
+
+Pagination splits large result sets into smaller "pages" of results. Instead of retrieving 10,000 campaigns at once, you retrieve 50 at a time.
+
+### Why Use Pagination?
+
+- **Performance**: Faster response times
+- **Memory**: Lower memory usage
+- **Usability**: Easier to read and process results
+- **API limits**: Respects rate limits
+
+### Pagination Options
+
+#### `--limit` (or `-l`)
+
+Specify how many results per page (default varies by resource, typically 50-100).
+
+```bash
+# Get 10 campaigns
+cakemail campaigns list --limit 10
+
+# Get 100 contacts
+cakemail contacts list 123 --limit 100
+
+# Get 25 templates
+cakemail templates list --limit 25
+```
+
+#### `--page` (or `-p`)
+
+Specify which page of results to retrieve (1-indexed).
+
+```bash
+# Get first page (default)
+cakemail campaigns list --page 1
+
+# Get second page
+cakemail campaigns list --page 2
+
+# Get third page with custom limit
+cakemail campaigns list --limit 25 --page 3
+```
+
+### Pagination Metadata
+
+List responses include pagination information:
+
+```json
+{
+  "data": [...],
+  "count": 25,        // Number of items in this response
+  "total": 247,       // Total items available
+  "page": 1,          // Current page
+  "per_page": 25      // Items per page
+}
+```
+
+**Calculate total pages:**
+```bash
+# total_pages = ceiling(total / per_page)
+# 247 total / 25 per_page = 10 pages
+```
+
+### Pagination Examples
+
+**Example 1: Browse Pages Interactively**
+
+```bash
+# Page 1
+cakemail -f table campaigns list --limit 20 --page 1
+
+# Page 2
+cakemail -f table campaigns list --limit 20 --page 2
+
+# Page 3
+cakemail -f table campaigns list --limit 20 --page 3
+```
+
+**Example 2: Retrieve All Results (Scripting)**
+
+```bash
+#!/bin/bash
+# Get all campaigns across all pages
+
+PAGE=1
+LIMIT=100
+
+while true; do
+  RESPONSE=$(cakemail -f json campaigns list --limit $LIMIT --page $PAGE)
+
+  # Extract data
+  DATA=$(echo "$RESPONSE" | jq '.data')
+
+  # Break if no more data
+  if [ "$(echo "$DATA" | jq 'length')" -eq 0 ]; then
+    break
+  fi
+
+  # Process data
+  echo "$DATA" | jq -r '.[] | "\(.id) - \(.name)"'
+
+  # Next page
+  PAGE=$((PAGE + 1))
+done
+```
+
+**Example 3: Get Total Count**
+
+```bash
+# Just get the count without retrieving all data
+cakemail -f json campaigns list --limit 1 | jq '.total'
+```
+
+---
+
+## Filtering
+
+### What is Filtering?
+
+Filtering allows you to retrieve only items that match specific criteria, like campaigns with status "delivered" or contacts subscribed after a certain date.
+
+### Filter Syntax
+
+Filters use a simple query language:
+
+```
+field==value           # Equals
+field!=value           # Not equals
+field>value            # Greater than
+field<value            # Less than
+field>=value           # Greater than or equal
+field<=value           # Less than or equal
+```
+
+**Multiple filters** are separated by `;` (AND logic):
+
+```
+field1==value1;field2==value2
+```
+
+### Filter Examples
+
+**Example 1: Filter Campaigns by Status**
+
+```bash
+# Only delivered campaigns
+cakemail campaigns list --filter "status==delivered"
+
+# Only scheduled campaigns
+cakemail campaigns list --filter "status==scheduled"
+
+# Only draft campaigns
+cakemail campaigns list --filter "status==draft"
+```
+
+**Example 2: Filter Contacts by Status**
+
+```bash
+# Only active contacts
+cakemail contacts list 123 --filter "status==active"
+
+# Only unsubscribed contacts
+cakemail contacts list 123 --filter "status==unsubscribed"
+```
+
+**Example 3: Filter by Name**
+
+```bash
+# Campaigns with "Newsletter" in name
+cakemail campaigns list --filter "name==Newsletter"
+
+# Lists with specific name
+cakemail lists list --filter "name==Subscribers"
+```
+
+**Example 4: Multiple Filters (AND)**
+
+```bash
+# Delivered campaigns named "Newsletter"
+cakemail campaigns list --filter "status==delivered;name==Newsletter"
+
+# Active confirmed senders
+cakemail senders list --filter "confirmed==true"
+```
+
+**Example 5: Filter by Date**
+
+```bash
+# Campaigns created after a date
+cakemail campaigns list --filter "created_on>=2024-01-01"
+
+# Contacts subscribed before a date
+cakemail contacts list 123 --filter "subscribed_on<2024-06-01"
+```
+
+### Filterable Fields by Resource
+
+**Campaigns:**
+- `status` - draft, scheduled, sending, delivered, suspended, cancelled
+- `name` - Campaign name
+- `created_on` - Creation date
+- `scheduled_for` - Scheduled date
+
+**Contacts:**
+- `status` - active, unsubscribed, bounced
+- `email` - Email address
+- `subscribed_on` - Subscription date
+
+**Lists:**
+- `status` - active, archived
+- `name` - List name
+- `created_on` - Creation date
+
+**Templates:**
+- `name` - Template name
+- `created_on` - Creation date
+
+**Senders:**
+- `confirmed` - true/false
+- `email` - Email address
+- `name` - Sender name
+
+---
+
+## Sorting
+
+### What is Sorting?
+
+Sorting allows you to order results by a specific field in ascending or descending order.
+
+### Sort Syntax
+
+```
++field    # Ascending order
+-field    # Descending order
+```
+
+### Sort Examples
+
+**Example 1: Sort Campaigns**
+
+```bash
+# Sort by name (A-Z)
+cakemail campaigns list --sort "+name"
+
+# Sort by name (Z-A)
+cakemail campaigns list --sort "-name"
+
+# Sort by creation date (oldest first)
+cakemail campaigns list --sort "+created_on"
+
+# Sort by creation date (newest first)
+cakemail campaigns list --sort "-created_on"
+
+# Sort by scheduled date (soonest first)
+cakemail campaigns list --sort "+scheduled_for"
+```
+
+**Example 2: Sort Contacts**
+
+```bash
+# Sort by email (A-Z)
+cakemail contacts list 123 --sort "+email"
+
+# Sort by subscription date (newest first)
+cakemail contacts list 123 --sort "-subscribed_on"
+
+# Sort by status
+cakemail contacts list 123 --sort "+status"
+```
+
+**Example 3: Sort Lists**
+
+```bash
+# Sort by name (A-Z)
+cakemail lists list --sort "+name"
+
+# Sort by creation date (newest first)
+cakemail lists list --sort "-created_on"
+```
+
+**Example 4: Sort Senders**
+
+```bash
+# Sort by email (A-Z)
+cakemail senders list --sort "+email"
+
+# Sort by name
+cakemail senders list --sort "+name"
+
+# Sort by confirmation status
+cakemail senders list --sort "-confirmed"
+```
+
+### Sortable Fields by Resource
+
+**Campaigns:**
+- `name` - Campaign name
+- `created_on` - Creation date
+- `scheduled_for` - Scheduled date
+- `status` - Status
+
+**Contacts:**
+- `email` - Email address
+- `subscribed_on` - Subscription date
+- `status` - Status
+
+**Lists:**
+- `name` - List name
+- `created_on` - Creation date
+
+**Templates:**
+- `name` - Template name
+- `created_on` - Creation date
+
+**Senders:**
+- `name` - Sender name
+- `email` - Email address
+- `confirmed` - Confirmation status
+
+---
+
+## Search
+
+### What is Search?
+
+Some list commands support keyword search using the `--query` (or `-q`) option. This searches across multiple fields.
+
+### Search Examples
+
+**Example 1: Search Contacts**
+
+```bash
+# Search contacts by email or name
+cakemail contacts list 123 --query "john"
+
+# Will match:
+# - john@example.com
+# - John Doe
+# - johnny@example.com
+```
+
+**Example 2: Paginated Search**
+
+```bash
+# Search with pagination
+cakemail contacts list 123 --query "example.com" --limit 50 --page 1
+```
+
+### Searchable Resources
+
+Currently, these resources support `--query`:
+
+- **Contacts** - Searches email, first name, last name
+
+**Note**: Most other resources use `--filter` for specific field matching instead of full-text search.
+
+---
+
+## Combining Options
+
+### Pagination + Filtering
+
+```bash
+# First 20 delivered campaigns
+cakemail campaigns list --filter "status==delivered" --limit 20 --page 1
+
+# Next 20 delivered campaigns
+cakemail campaigns list --filter "status==delivered" --limit 20 --page 2
+```
+
+### Pagination + Sorting
+
+```bash
+# 50 newest campaigns
+cakemail campaigns list --sort "-created_on" --limit 50
+
+# Next 50
+cakemail campaigns list --sort "-created_on" --limit 50 --page 2
+```
+
+### Filtering + Sorting
+
+```bash
+# Delivered campaigns, newest first
+cakemail campaigns list --filter "status==delivered" --sort "-created_on"
+
+# Active contacts, sorted by email
+cakemail contacts list 123 --filter "status==active" --sort "+email"
+```
+
+### All Together
+
+```bash
+# 25 delivered campaigns named "Newsletter", newest first
+cakemail campaigns list \
+  --filter "status==delivered;name==Newsletter" \
+  --sort "-created_on" \
+  --limit 25 \
+  --page 1
+```
+
+---
+
+## Practical Examples
+
+### Example 1: Find Recent Campaigns
+
+```bash
+# Last 10 campaigns
+cakemail -f table campaigns list --sort "-created_on" --limit 10
+```
+
+### Example 2: Count Active Contacts
+
+```bash
+# Get total active contacts
+cakemail -f json contacts list 123 --filter "status==active" --limit 1 | jq '.total'
+```
+
+### Example 3: Export Delivered Campaigns
+
+```bash
+#!/bin/bash
+# Export all delivered campaign IDs
+
+OUTPUT_FILE="delivered_campaigns.txt"
+
+cakemail -f json campaigns list --filter "status==delivered" --limit 1000 \
+  | jq -r '.data[].id' > "$OUTPUT_FILE"
+
+echo "Exported to $OUTPUT_FILE"
+```
+
+### Example 4: List Unconfirmed Senders
+
+```bash
+# Show senders needing confirmation
+cakemail -f table senders list --filter "confirmed==false"
+```
+
+### Example 5: Find Contacts by Domain
+
+```bash
+# All contacts from example.com
+cakemail contacts list 123 --query "@example.com"
+```
+
+### Example 6: Monthly Campaign Review
+
+```bash
+# Campaigns created this month, sorted by date
+cakemail campaigns list \
+  --filter "created_on>=2024-06-01;created_on<2024-07-01" \
+  --sort "+created_on"
+```
+
+---
+
+## Output Format Recommendations
+
+### For Browsing
+
+Use **table** or **compact** format:
+
+```bash
+cakemail -f table campaigns list --limit 20
+cakemail -f compact campaigns list --limit 50
+```
+
+### For Scripting
+
+Use **JSON** format:
+
+```bash
+cakemail -f json campaigns list --filter "status==delivered" | jq '.data'
+```
+
+### For Quick Counts
+
+Use **JSON** with limit 1:
+
+```bash
+cakemail -f json campaigns list --limit 1 | jq '.total'
+```
+
+---
+
+## Performance Tips
+
+### 1. Use Appropriate Limits
+
+```bash
+# ✅ Good: Reasonable page size
+cakemail campaigns list --limit 50
+
+# ❌ Avoid: Very large limits
+cakemail campaigns list --limit 10000
+```
+
+### 2. Filter Before Sorting
+
+```bash
+# ✅ Efficient: Filter narrows results first
+cakemail campaigns list --filter "status==delivered" --sort "-created_on"
+```
+
+### 3. Use Pagination for Large Sets
+
+```bash
+# ✅ Process in chunks
+for PAGE in {1..10}; do
+  cakemail campaigns list --limit 100 --page $PAGE
+done
+
+# ❌ Avoid: Retrieving everything at once
+cakemail campaigns list --limit 100000
+```
+
+### 4. Minimize Data Transfer
+
+```bash
+# ✅ Get only what you need with filtering
+cakemail campaigns list --filter "status==delivered"
+
+# ❌ Retrieve all and filter locally
+cakemail campaigns list | grep delivered
+```
+
+---
+
+## Troubleshooting
+
+### No Results Returned
+
+**Check:**
+1. Filter criteria might be too restrictive
+2. Try removing filters one by one
+3. Verify field names are correct
+
+```bash
+# Debug: Remove filters to see all results
+cakemail campaigns list
+
+# Then add filters back one at a time
+cakemail campaigns list --filter "status==delivered"
+```
+
+### "Invalid filter" Error
+
+**Cause:** Filter syntax is incorrect
+
+**Solutions:**
+1. Check for typos in field names
+2. Ensure proper operators (`==`, `!=`, `>`, etc.)
+3. Use semicolons for multiple filters: `field1==value1;field2==value2`
+
+```bash
+# ❌ Wrong
+cakemail campaigns list --filter "status=delivered"
+
+# ✅ Correct
+cakemail campaigns list --filter "status==delivered"
+```
+
+### Pagination Shows Wrong Total
+
+**Cause:** Filters affect the total count
+
+**Explanation:** `total` reflects the filtered result count, not the overall total.
+
+```bash
+# Total of all campaigns
+cakemail -f json campaigns list | jq '.total'
+
+# Total of delivered campaigns only
+cakemail -f json campaigns list --filter "status==delivered" | jq '.total'
+```
+
+---
+