@flowapt/flowiq-cli 0.12.3 → 0.12.4

package/README.md

@@ -1310,6 +1310,12 @@ flowiq report deck build <org_id> 2026-08 --refresh        # metrics only; statu
 flowiq report deck narrate <org_id> 2026-08                # copy only (hand edits are kept)
 flowiq report deck narrate <org_id> 2026-08 --only changes,action_points   # rewrite just these copy fields, keep the rest as written
 flowiq report deck check <org_id> 2026-08                  # fact-check the copy as shown (hand edits too) against the figures; rewrites nothing
+flowiq report deck dismiss <org_id> 2026-08 honest_read --note "stands"   # keep a flagged sentence as written (recorded)
+flowiq report deck edit <org_id> 2026-08 honest_read --text "…"           # hand-edit one copy field (--clear restores the generated text)
+flowiq report config <org_id>                              # the org's report settings
+flowiq report config <org_id> --set deck.org_type='"non_store"' --set deck.outcome='{"source":"handover","label_singular":"request","label_plural":"requests"}'
+#   settings: deck.org_type, deck.outcome (handover | ticket_status | keyword | tag | link_click), deck.entry_points (in-store QR / ad pre-fills),
+#   deck.agent_display_name, deck.client_display_name, deck.go_live_month, report.email.recipients
 flowiq report deck inputs <org_id> 2026-08 --file inputs.json   # the super-admin input form
 flowiq report deck approve <org_id> 2026-08                # refused until every required input is present
 flowiq report deck send <org_id> 2026-08 --test-to me@flowapt.com   # one test copy, status untouched

package/TEAM-GUIDE.md

@@ -275,6 +275,9 @@ several.
 | See whether a client deck can be approved, and what is still missing | `flowiq report deck status <org_id> 2026-08` |
 | Rewrite one part of a deck's copy without touching the rest (e.g. the changes column and action points) | `flowiq report deck narrate <org_id> 2026-08 --only changes,suggested_updates,action_points` |
 | Check a deck's wording against its figures before it goes out (e.g. a heading that says a group "leads" when it does not) | `flowiq report deck check <org_id> 2026-08` — lists each unsupported statement with a fix; rewrites nothing |
+| A fact-check flag is wrong and the sentence should stay | `flowiq report deck dismiss <org_id> 2026-08 <field> --note "why"` (or Inputs → Fact check → Keep as written) |
+| Change the wording of one part of a deck from the terminal | `flowiq report deck edit <org_id> 2026-08 <field> --text "…"` (`--clear` puts the generated text back) |
+| See or change a client's report settings (in-person "win", till QR codes, recipients, names) | `flowiq report config <org_id>` to see; `--set deck.outcome='{…}'`, `--set deck.entry_points='[…]'`, `--set report.email.recipients='["a@b.co"]'` to change |
 | Send yourself a test copy of a client deck (PDF from flowiq@flowapt.com) | `flowiq report deck send <org_id> 2026-08 --test-to you@flowapt.com` — status untouched |
 | Take a tile, pill or card off a client deck (and its PDF) for one month | On `/reporting/deck` open **Inputs** (the rail beside the slides) → Show or hide; or `flowiq report deck inputs <org_id> 2026-08 --file inputs.json` with `{ "hidden": { "tile:tail": true } }` |
 | Approve a client deck / send it to the client | `flowiq report deck approve <org_id> 2026-08` then `… send … --client` (or let the 09:00 SAST schedule send it on the 5th) |

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@flowapt/flowiq-cli",
-  "version": "0.12.3",
+  "version": "0.12.4",
   "description": "Command-line tool for FlowIQ staff: round-trip agent prompts, questionnaires, fine-tuning, pin-board tasks, webhooks, templates, agent-updates, chat exports, and live agent testing without ever touching service-role credentials.",
   "type": "module",
   "bin": {

package/src/commands/report.js

@@ -95,6 +95,48 @@ function printClaims(issues) {
   for (const i of issues) console.log(`    ${i.path}: "${i.quote}" (${i.why}) → ${i.fix}`);
 }
 
+export async function config(orgId, opts) {
+  if (!orgId) { console.error("Give the organization id."); process.exit(1); }
+  const pairs = opts.set ?? [];
+  let r;
+  try {
+    if (!pairs.length) r = await http.get("report", { organization_id: orgId, config: 1 });
+    else {
+      const set = {};
+      for (const p of pairs) {
+        const i = p.indexOf("=");
+        if (i < 1) { console.error(`--set needs path=value (got "${p}")`); process.exit(1); }
+        const raw = p.slice(i + 1);
+        let v; try { v = JSON.parse(raw); } catch { v = raw; }
+        set[p.slice(0, i)] = v;
+      }
+      if (opts.dryRun) { console.log(JSON.stringify({ would_set: set }, null, 2)); return; }
+      r = await http.post("report", { organization_id: orgId, action: "config_set", set });
+    }
+  } catch (e) { console.error(`Config failed: ${e.message}`); process.exit(1); }
+  if (opts.json) { console.log(JSON.stringify(r, null, 2)); return; }
+  if (r.before) for (const [k, v] of Object.entries(r.after)) console.log(`${k}: ${JSON.stringify(r.before[k])} → ${JSON.stringify(v)}`);
+  else for (const [k, v] of Object.entries(r.config)) console.log(`${k}: ${JSON.stringify(v)}`);
+}
+
+export async function dismiss(orgId, month, path, opts) {
+  requireArgs(orgId, month);
+  const r = await post("dismiss_claim", orgId, month, { path, ...(opts.quote ? { quote: opts.quote } : {}), ...(opts.note ? { note: opts.note } : {}) }, "Dismiss");
+  if (opts.json) { console.log(JSON.stringify(r, null, 2)); return; }
+  console.log(`Kept as written: ${r.dismissed} fact-check flag${r.dismissed === 1 ? "" : "s"} on ${path}`);
+  if (r.status) console.log(`  status: ${r.status}${r.missing?.length ? ` · needed: ${r.missing.join(" · ")}` : ""}`);
+}
+
+export async function edit(orgId, month, path, opts) {
+  requireArgs(orgId, month);
+  const text = opts.clear ? "" : opts.text;
+  if (typeof text !== "string") { console.error("Give --text \"…\" (or --clear to put the generated wording back)."); process.exit(1); }
+  const r = await post("save_override", orgId, month, { path, text }, "Edit");
+  if (opts.json) { console.log(JSON.stringify(r, null, 2)); return; }
+  console.log(r.cleared ? `Generated wording restored on ${path}` : `Saved your wording on ${path}`);
+  if (r.status) console.log(`  status: ${r.status}${r.missing?.length ? ` · needed: ${r.missing.join(" · ")}` : ""}`);
+}
+
 export async function generate(orgId, month, opts) {
   requireArgs(orgId, month);
   const r = await post("generate", orgId, month, { refresh: !!opts.refresh, force: !!opts.force }, "Generate");

package/src/index.js

@@ -365,7 +365,7 @@ export function run(argv) {
     .action((orgId, opts) => hoursCmd.packageClear(orgId, opts));
 
   // report deck — the monthly client deck (build / copy / approve / send)
-  const report = program.command("report").description("Client reporting: the monthly 10-slide client deck");
+  const report = program.command("report").description("Client reporting: the monthly client deck (a cover and five slides) and its settings");
   const deck = report.command("deck").description("The monthly client deck for one org and month (/reporting/deck)");
   deck.command("status <organization_id> <month>")
     .description("What exists for the month, the workflow status and what still blocks approval")
@@ -385,6 +385,24 @@ export function run(argv) {
     .description("Fact-check the copy as the slides show it (hand edits included) against the month's figures; rewrites nothing")
     .option("--json", "raw JSON output")
     .action((orgId, month, opts) => reportCmd.check(orgId, month, opts));
+  report.command("config <organization_id>")
+    .description("Show or change an org's report settings: deck.org_type, deck.outcome, deck.entry_points, deck.agent_display_name, deck.client_display_name, deck.go_live_month, report.email.recipients")
+    .option("--set <path=json>", "a setting to change, JSON value (repeatable), e.g. --set deck.org_type='\"non_store\"'", (v, acc) => [...acc, v], [])
+    .option("--dry-run", "print what would be set")
+    .option("--json", "raw JSON output")
+    .action((orgId, opts) => reportCmd.config(orgId, opts));
+  deck.command("dismiss <organization_id> <month> <path>")
+    .description("Keep a sentence as written: drop the fact-check flag(s) on one copy field (who and when are recorded)")
+    .option("--quote <words>", "only the flag quoting these words (default: every open flag on the field)")
+    .option("--note <text>", "why it stands")
+    .option("--json", "raw JSON output")
+    .action((orgId, month, path, opts) => reportCmd.dismiss(orgId, month, path, opts));
+  deck.command("edit <organization_id> <month> <path>")
+    .description("Hand-edit one copy field (e.g. honest_read, plan.agent_upgrades); shows on the slide as an edit with your name")
+    .option("--text <text>", "the new wording")
+    .option("--clear", "put the generated wording back")
+    .option("--json", "raw JSON output")
+    .action((orgId, month, path, opts) => reportCmd.edit(orgId, month, path, opts));
   deck.command("generate <organization_id> <month>")
     .description("Build the metrics (if missing, or --refresh) and write the copy")
     .option("--refresh", "rebuild the metrics first")