@go-labs-sg/bb 1.13.0 → 1.15.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/README.md CHANGED
@@ -6,6 +6,8 @@ For AI agents: bills and claims are stored as the same underlying bill records.
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  For AI agents using this CLI: always check whether a newer `@go-labs-sg/bb` version is available before running Budget Builder commands, then update the CLI if needed so command flags and API behavior stay current.
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+ For AI agents using this CLI: do not execute approval decisions, approval requests, status updates, `mark-budget-won`, `submit-quotation`, or supplier approval request side effects until the user explicitly confirms the exact entity, target state, and side effects. Inspect the entity first, summarize what will change and whether emails/integrations will run, then wait for a clear confirmation from the user. These sensitive workflow commands also require an interactive `CONFIRM` prompt at runtime and abort in non-interactive shells.
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+
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  **Registry:** [`@go-labs-sg/bb`](https://www.npmjs.com/package/@go-labs-sg/bb)
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  ## Requirements
@@ -56,6 +58,10 @@ Global options and flags use `--key=value` or `--key value` (see `bb help`).
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  **Budget status automation:** Setting a budget to `ESTIMATE_ACCEPTED` requires a confirmed win-proof attachment. If the parent project is `PITCH` or `LOST`, the API now marks it `WON` automatically and, when the `asana-tasks` feature flag is enabled, creates the Asana project/section/tasks automatically. When rejecting the only accepted/closed budget on a commercial project, pass `--projectStatusOnCommercialRejection PITCH|LOST`.
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+ **Sensitive workflow changes:** Approval decisions/requests, entity status updates, `mark-budget-won`, `submit-quotation`, and supplier approval request side effects require an interactive `CONFIRM` prompt. Non-interactive runs abort before the guarded workflow mutation. Agents must get user confirmation in chat before attempting the command; the prompt is a final runtime guard, not a replacement for user approval.
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+
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+ **Locked estimate budget changes:** Budget-changing CLI commands require an interactive `yes` confirmation when the current budget status is `ESTIMATE_CREATED`, `ESTIMATE_SENT`, `ESTIMATE_ACCEPTED`, `ESTIMATE_REJECTED`, or `ESTIMATE_CLOSED`. There is no force/override flag; non-interactive runs abort before mutating locked budgets.
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+
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  **Mutations with `--payload`:** Commands such as `create-budget`, `create-bill`, `update-supplier`, etc. take a single JSON object (`--payload '<json>'`) matching the corresponding tRPC procedure input. Use ISO strings for date/datetime fields; the CLI coerces them where needed. The API still validates the full shape. Plain `description` fields for item create/update are converted to `descriptionRichText`; pass `descriptionRichText` directly when formatted Tiptap JSON is required. For **`update-project`**, the project window is `dateRange.from` and `dateRange.to` (optional end); there are no separate event-date fields on the project payload. **`create-budget` / `update-budget`** do not accept `asanaTaskId`; configure the deal card on the project (`update-project` / project settings).
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  ### Command overview
@@ -63,9 +69,10 @@ Global options and flags use `--key=value` or `--key value` (see `bb help`).
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  | Area | Commands (non-exhaustive) |
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  | --- | --- |
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  | **Budgets** | `list-budgets` (full payload by default; `--summary` or `--includeDetails false` for slim list), `get-budget`, `get-budget-items`, `get-budget-details`, `get-budget-categories`, `get-budget-versions`, `update-budget-status` (`ESTIMATE_ACCEPTED` requires win proof, auto-marks `PITCH` or `LOST` projects `WON`, and auto-creates Asana project/section/tasks when enabled; `--projectStatusOnCommercialRejection PITCH\|LOST` is required when rejecting the only accepted/closed budget on a commercial project), `mark-budget-won` (`<budgetId>` + proof file path; `PITCH` or `LOST` projects become `WON` automatically), `create-budget` / `update-budget` (`--payload`), `delete-budget`, `create-budget-approval` (also sends approval request emails), `add-budget-items`, `update-budget-item`, `remove-budget-item`, `reorder-budget-items`, `update-budget-item-supplier`, `create-budget-category`, `update-budget-category`, `delete-budget-category`, `update-budget-commission`, `update-budget-discount` (`--payload` where noted), `upload-budget-attachment` (`<budgetId>` + local file path; uses `attachment.requestBudgetAttachmentUpload` + PUT + `attachment.confirmBudgetAttachment`) |
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- | **Bills / claims** | `list-bills` (`--isClaimable false` for bills, `--isClaimable true` for claims, omit for both), `list-claims` (claims only), `create-bill` (`--payload`; set `isClaimable=false` for a bill or `isClaimable=true` for a claim), `update-bill` (`--payload`), `delete-bill`, `create-bill-approval` (also sends approval request emails), `update-bill-status`, `patch-bill-payment` (PAID bills: `--paymentTrackingUrl`, `--paymentReference`, `--quickbooksBillId`, `--paymentDate` ISO; clear with `--clearPaymentTrackingUrl` / `--clearPaymentReference` / `--clearQuickbooksBillId` / `--clearPaymentDate` `true`), `patch-bill-invoice-number`, `get-bill-attachments`, `upload-bill-attachment` (`<billId>` + local path), `get-bill-details` |
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- | **Approvals** | `list-approvals` / `get-pending-approvals`, `approve-bill` / `reject-bill` (send reply email), `approve-budget` / `reject-budget` (send reply email), `approve-supplier` / `reject-supplier` (send reply email) |
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- | **Companies & projects** | `list-companies`, `get-company`, `create-company`, `update-company` (`--payload`), `delete-company`, `list-projects`, `get-project`, `create-project` (required: `--name`, `--companyId`, `--contactPersonId`, `--insideSalesId`, `--businessDevelopmentId`, `--venue`, `--asanaTaskId`, `--slackChannelId`, `--slackChannelUrl`, `--slackChannelName`, `--startDate` as ISO datetime for project/window start; optional `--pax`; optional `--endDate`; optional `--description`; optional `--requestQboAccountantNotification false` to skip QBO accountant emails), `update-project` (`--payload` with `dateRange.from` / `dateRange.to` for the project window; optional `requestQboAccountantNotification` in JSON), `delete-project`, `update-project-status` (`<id>` `<status>`: `PITCH` \| `WON` \| `COMPLETED` \| `LOST`; for `PITCH` → `WON` also pass `--projectManagerId` or `--projectManagerName`; when marking `WON` without an accepted/closed budget or proof, pass `--wonOverrideReason`) |
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+ | **Bills / claims** | `list-bills` (`--isClaimable false` for bills, `--isClaimable true` for claims, omit for both), `list-claims` (claims only), `create-bill` (`--payload`; set `isClaimable=false` for a bill or `isClaimable=true` for a claim; non-legacy supplier bills from 1 Jul 2026 00:00 SGT require approved quotation coverage), `update-bill` (`--payload`), `delete-bill`, `create-bill-approval` (also sends approval request emails), `update-bill-status`, `patch-bill-payment` (PAID bills: `--paymentTrackingUrl`, `--paymentReference`, `--quickbooksBillId`, `--paymentDate` ISO; clear with `--clearPaymentTrackingUrl` / `--clearPaymentReference` / `--clearQuickbooksBillId` / `--clearPaymentDate` `true`), `patch-bill-invoice-number`, `get-bill-attachments`, `upload-bill-attachment` (`<billId>` + local path), `get-bill-details` |
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+ | **Quotations** | `list-quotations`, `get-quotation`, `upload-quotation-attachment` (`<projectId>` + local PDF path; returns attachment JSON for payload use), `create-quotation` (`--payload` for `quotation.createDraft`), `submit-quotation`, `approve-quotation`, `reject-quotation`, `download-quotation-pdf` (`original`, `staff`, or `final`) |
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+ | **Approvals** | `list-approvals` / `get-pending-approvals` (`--type budget\|supplier\|bill\|quotation\|all`), `approve-bill` / `reject-bill` (send reply email), `approve-budget` / `reject-budget` (send reply email), `approve-supplier` / `reject-supplier` (send reply email), `approve-quotation` / `reject-quotation` |
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+ | **Companies & projects** | `list-companies`, `get-company`, `create-company`, `update-company` (`--payload`), `delete-company`, `list-projects`, `get-project`, `create-project` (required: `--name`, `--companyId`, `--contactPersonId`, `--insideSalesId`, `--businessDevelopmentId`, `--venue`, `--asanaTaskId`, `--slackChannelId`, `--slackChannelUrl`, `--slackChannelName`, `--startDate` as ISO datetime for project/window start; optional `--pax`; optional `--endDate`; optional `--description`; always requests QBO project import like the web app), `update-project` (`--payload` with `dateRange.from` / `dateRange.to` for the project window; optional `requestQboAccountantNotification` in JSON), `delete-project`, `update-project-status` (`<id>` `<status>`: `PITCH` \| `WON` \| `COMPLETED` \| `LOST`; for `PITCH` → `WON` also pass `--projectManagerId` or `--projectManagerName`; when marking `WON` without an accepted/closed budget or proof, pass `--wonOverrideReason`) |
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  | **Contacts** | `list-contacts`, `create-contact-person` (`--payload`), `update-contact-person` (`--payload`) |
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  | **Suppliers & items** | `list-suppliers` (defaults to active suppliers, `--perPage 10`, sorted by `createdAt` desc; supports `--name`, `--sortBy` for scalar supplier fields, `--sortDir`, `--createdBy`, `--gstRegistered`, `--status`, `--supplierTags`, `--active false` for archived suppliers), `create-supplier` (`--payload`; when supplier status is `PENDING_APPROVAL`, also runs `supplier.createSupplierApproval` and `email.sendSupplierApprovalRequestEmail`), `update-supplier` (`--payload`; when supplier status is `PENDING_APPROVAL`, also runs `supplier.createSupplierApproval` and `email.sendSupplierApprovalRequestEmail`), `delete-suppliers` (`--ids` CSV; admin; archives/deactivates related items), `reactivate-suppliers` (`--ids` CSV; admin; reactivates related items), `create-certification` / `create-payment-method` / `create-supplier-role` / `create-supplier-tag` (`--name`), `get-supplier-details` (includes `supplierApprovalSummary` for pending approvers, superseded approvers, and the actual responder/respondedAt metadata), `get-supplier-analytics`, `list-items`, `create-item` (`--payload`), `update-item` (`--payload`), `delete-item`, `get-item`, `list-item-categories`, `create-item-category`, `update-item-category`, `delete-item-categories` (`--ids` CSV; admin) |
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  | **Dashboard & users** | `list-users`, `get-user-performance`, `get-dashboard`, `get-monthly-metrics`, `get-system-overview`, `get-estimate-performance`, `get-financial-overview` |
package/dist/commands.js CHANGED
@@ -1,14 +1,18 @@
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+ import { randomUUID } from "node:crypto";
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  import { readFile } from "node:fs/promises";
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  import { basename } from "node:path";
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+ import { createInterface } from "node:readline/promises";
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  import { contentType } from "mime-types";
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  import { api } from "./api-client.js";
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  import { BudgetRole, Deals, ExtendedApprovalStatus, ExtendedApprovalType, ExtendedBudgetStatus, TimeFrame, } from "./filter-enums.js";
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  import { billStatusesForApi, } from "./parse-cli-enums.js";
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  import { parseBudgetDiscountPayload, parseCompanyUpdatePayload, parseContactCreatePayload, parseContactUpdatePayload, parseCreateBillPayload, parseCreateBudgetPayload, parseItemCreatePayload, parseItemUpdatePayload, parseSupplierCreatePayload, parseSupplierUpdatePayload, parseUpdateBillPayload, parseUpdateBudgetCommissionPayload, parseUpdateBudgetPayload, parseUpdateProjectPayload, } from "./parse-mutation-payload.js";
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+ import { BudgetStatus, } from "./prisma-enums.js";
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  import { createRichTextFromPlainText } from "./rich-text.js";
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  const BUDGET = "BUDGET";
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  const BILL = "BILL";
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  const SUPPLIER = "SUPPLIER";
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+ const QUOTATION = "QUOTATION";
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  function isPendingRequest(n) {
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  return n.notificationType === "request" && n.status === "PENDING_APPROVAL";
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  }
@@ -25,6 +29,82 @@ const contentTypeHeaderForFileName = (fileName) => {
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  const ct = contentType(fileName);
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  return typeof ct === "string" ? ct : "application/octet-stream";
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  };
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+ const LOCKED_BUDGET_STATUSES_REQUIRING_CONFIRMATION = new Set([
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+ BudgetStatus.ESTIMATE_CREATED,
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+ BudgetStatus.ESTIMATE_SENT,
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+ BudgetStatus.ESTIMATE_ACCEPTED,
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+ BudgetStatus.ESTIMATE_REJECTED,
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+ BudgetStatus.ESTIMATE_CLOSED,
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+ ]);
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+ const lockedBudgetStatusLabels = {
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+ ESTIMATE_CREATED: "Estimate Created",
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+ ESTIMATE_SENT: "Estimate Sent",
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+ ESTIMATE_ACCEPTED: "Estimate Accepted",
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+ ESTIMATE_REJECTED: "Estimate Rejected",
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+ ESTIMATE_CLOSED: "Estimate Closed",
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+ };
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+ const lockedBudgetStatusLabel = (status) => status in lockedBudgetStatusLabels
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+ ? lockedBudgetStatusLabels[status]
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+ : status;
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+ const assertSensitiveWorkflowConfirmed = async ({ action, entity, details, }) => {
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+ const expected = "CONFIRM";
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+ const detailText = details ? ` ${details}` : "";
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+ if (!process.stdin.isTTY || !process.stderr.isTTY) {
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+ throw new Error(`${action} on ${entity}${detailText} is a sensitive Budget Builder workflow change. Run this command in an interactive terminal after the user explicitly confirms the exact action, then type "${expected}" to continue.`);
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+ }
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+ const rl = createInterface({
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+ input: process.stdin,
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+ output: process.stderr,
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+ });
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+ try {
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+ const answer = await rl.question(`${action} on ${entity}${detailText} may change workflow status, approvals, or send notification emails. Confirm the user explicitly approved this exact action, then type "${expected}" to continue: `);
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+ if (answer.trim() !== expected) {
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+ throw new Error("Aborted.");
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+ }
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+ }
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+ finally {
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+ rl.close();
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+ }
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+ };
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+ const assertLockedBudgetChangeConfirmed = async ({ budget, action, }) => {
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+ if (!LOCKED_BUDGET_STATUSES_REQUIRING_CONFIRMATION.has(budget.status)) {
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+ return;
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+ }
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+ const statusLabel = lockedBudgetStatusLabel(budget.status);
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+ if (!process.stdin.isTTY || !process.stderr.isTTY) {
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+ throw new Error(`${action} would change locked budget "${budget.name}" (${budget.id}) with status ${statusLabel}. Run this command in an interactive terminal and type "yes" to confirm.`);
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+ }
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+ const rl = createInterface({
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+ input: process.stdin,
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+ output: process.stderr,
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+ });
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+ try {
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+ const answer = await rl.question(`${action} will change locked budget "${budget.name}" (${budget.id}) with status ${statusLabel}. Type "yes" to continue: `);
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+ if (answer.trim().toLowerCase() !== "yes") {
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+ throw new Error("Aborted.");
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+ }
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+ }
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+ finally {
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+ rl.close();
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+ }
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+ };
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+ const confirmLockedBudgetChangeByBudgetId = async (budgetId, action) => {
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+ const budget = await api.budget.getBudget.query({ id: budgetId });
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+ await assertLockedBudgetChangeConfirmed({
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+ budget: {
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+ id: budget.id,
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+ name: budget.name,
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+ status: budget.status,
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+ },
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+ action,
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+ });
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+ };
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+ const confirmLockedBudgetChangeByBudgetItemId = async (budgetItemId, action) => {
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+ const { budget } = await api.budgetItem.getBudgetItemContext.query({
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+ budgetItemId,
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+ });
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+ await assertLockedBudgetChangeConfirmed({ budget, action });
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+ };
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  export async function listBudgets(opts) {
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  const input = {
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  projectId: opts.projectId,
@@ -50,6 +130,12 @@ export async function getBudget(id) {
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  out({ budget, items });
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  }
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  export async function updateBudgetStatus(budgetId, status, opts) {
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+ await assertSensitiveWorkflowConfirmed({
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+ action: "Update budget status",
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+ entity: `budget ${budgetId}`,
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+ details: `to ${status}`,
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+ });
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+ await confirmLockedBudgetChangeByBudgetId(budgetId, "Update budget status");
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  const result = await api.budget.updateBudgetStatus.mutate({
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  id: budgetId,
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  status,
@@ -147,6 +233,11 @@ export async function listBills(opts) {
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  out(result);
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  }
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  export async function approveBill(billId) {
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+ await assertSensitiveWorkflowConfirmed({
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+ action: "Approve bill",
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+ entity: `bill ${billId}`,
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+ details: "and send requester reply email",
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+ });
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  const notifications = await api.budget.getNotifications.query();
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  const pending = notifications.filter((n) => isPendingRequest(n) &&
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  n.type === BILL &&
@@ -199,6 +290,10 @@ export async function listApprovals(opts) {
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  id = n.supplier.id;
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  name = n.supplier.name;
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  }
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+ else if (n.type === QUOTATION && n.supplierQuotation) {
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+ id = n.supplierQuotation.id;
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+ name = `Quotation ${n.supplierQuotation.supplier.name}`;
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+ }
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  else {
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  id = n.id;
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  name = "Unknown";
@@ -234,6 +329,11 @@ export async function listSuppliers(opts) {
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  }
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  // --- Bills (MCP parity) ---
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  export async function createBillApproval(billId) {
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+ await assertSensitiveWorkflowConfirmed({
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+ action: "Create bill approval request",
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+ entity: `bill ${billId}`,
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+ details: "and send approval request emails",
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+ });
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  const result = await api.bill.createApproval.mutate({ billId });
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  const approvalIds = (result.results ?? []).map((item) => ({ id: item.id }));
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  let email;
@@ -259,6 +359,11 @@ export async function createBillApproval(billId) {
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  });
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  }
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  export async function updateBillStatus(opts) {
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+ await assertSensitiveWorkflowConfirmed({
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+ action: "Update bill status",
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+ entity: `bill ${opts.id}`,
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+ details: `to ${opts.status}`,
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+ });
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  const result = await api.bill.updateStatus.mutate({
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  id: opts.id,
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  status: opts.status,
@@ -323,7 +428,35 @@ export async function uploadBillAttachmentFromPath(billId, filePath) {
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  });
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  out(confirmed);
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  }
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+ export async function uploadQuotationAttachmentFromPath(projectId, filePath) {
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+ const buf = await readFile(filePath);
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+ const fileName = basename(filePath);
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+ const ext = fileName
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+ .split(".")
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+ .pop()
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+ ?.toLowerCase()
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+ .replace(/[^a-z0-9]/g, "");
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+ const key = `quotations/${projectId}/${randomUUID()}.${ext || "pdf"}`;
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+ const uploadUrl = await api.attachment.getPresignedUrlToUpload.mutate({
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+ key,
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+ });
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+ const res = await fetch(uploadUrl, {
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+ method: "PUT",
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+ body: buf,
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+ headers: { "Content-Type": contentTypeHeaderForFileName(fileName) },
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+ });
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+ if (!res.ok) {
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+ throw new Error(`S3 upload failed: HTTP ${res.status} ${(await res.text()).slice(0, 500)}`);
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+ }
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+ out({
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+ id: randomUUID(),
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+ name: fileName,
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+ key,
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+ size: buf.byteLength,
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+ });
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+ }
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  export async function uploadBudgetAttachmentFromPath(budgetId, filePath) {
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+ await confirmLockedBudgetChangeByBudgetId(budgetId, "Upload budget attachment");
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  const buf = await readFile(filePath);
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  const fileName = basename(filePath);
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  const size = buf.byteLength;
@@ -349,6 +482,12 @@ export async function uploadBudgetAttachmentFromPath(budgetId, filePath) {
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  out(confirmed);
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  }
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  export async function uploadBudgetWinProofFromPath(budgetId, filePath, opts) {
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+ await assertSensitiveWorkflowConfirmed({
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+ action: "Mark budget won",
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+ entity: `budget ${budgetId}`,
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+ details: "by uploading proof and setting status to ESTIMATE_ACCEPTED",
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+ });
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+ await confirmLockedBudgetChangeByBudgetId(budgetId, "Mark budget won");
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  const buf = await readFile(filePath);
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  const fileName = basename(filePath);
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  const size = buf.byteLength;
@@ -393,10 +532,12 @@ export async function getBudgetItemsOnly(budgetId) {
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  out(items);
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  }
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  export async function addBudgetItems(opts) {
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+ await confirmLockedBudgetChangeByBudgetId(opts.budgetId, "Add budget items");
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  const result = await api.budgetItem.addBudgetItems.mutate(opts);
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  out(result);
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  }
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  export async function updateBudgetItem(input) {
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+ await confirmLockedBudgetChangeByBudgetItemId(input.id, "Update budget item");
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  const result = await api.budgetItem.updateBudgetItem.mutate({
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  ...input,
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  ...(input.description !== undefined &&
@@ -411,6 +552,7 @@ export async function updateBudgetItem(input) {
411
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  out(result);
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  }
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  export async function removeBudgetItem(budgetItemId) {
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+ await confirmLockedBudgetChangeByBudgetItemId(budgetItemId, "Remove budget item");
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  const result = await api.budgetItem.removeBudgetItem.mutate({
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  budgetItemId,
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  });
@@ -427,6 +569,12 @@ export async function getBudgetVersions(budgetId) {
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  out(versions);
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  }
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  export async function createBudgetApproval(budgetId, preflight) {
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+ await assertSensitiveWorkflowConfirmed({
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+ action: "Create budget approval request",
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+ entity: `budget ${budgetId}`,
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+ details: "and send approval request emails",
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+ });
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+ await confirmLockedBudgetChangeByBudgetId(budgetId, "Create budget approval");
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  await runBudgetPreflight(budgetId, preflight);
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  await assertBudgetActionReadiness({
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  budgetId,
@@ -458,6 +606,7 @@ export async function createBudgetApproval(budgetId, preflight) {
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  });
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  }
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  export async function createEstimate(budgetId, preflight) {
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+ await confirmLockedBudgetChangeByBudgetId(budgetId, "Create estimate");
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  await runBudgetPreflight(budgetId, preflight);
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  await assertBudgetActionReadiness({
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  budgetId,
@@ -478,10 +627,12 @@ export async function createBudgetFromPayload(raw) {
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  }
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  export async function updateBudgetFromPayload(raw) {
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  const input = parseUpdateBudgetPayload(raw);
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+ await confirmLockedBudgetChangeByBudgetId(input.id, "Update budget");
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  const result = await api.budget.updateBudget.mutate(input);
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  out(result);
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  }
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  export async function deleteBudgetById(budgetId) {
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+ await confirmLockedBudgetChangeByBudgetId(budgetId, "Delete budget");
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  const result = await api.budget.deleteBudget.mutate({ id: budgetId });
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  out(result);
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  }
@@ -494,10 +645,12 @@ export async function deleteCompanyById(companyId) {
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  out(result);
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  }
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  export async function reorderBudgetItemsCli(opts) {
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+ await confirmLockedBudgetChangeByBudgetId(opts.budgetId, "Reorder budget items");
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  const result = await api.budgetItem.reorderBudgetItems.mutate(opts);
498
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  out(result);
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  }
500
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  export async function updateBudgetItemSupplierCli(opts) {
653
+ await confirmLockedBudgetChangeByBudgetItemId(opts.budgetItemId, "Update budget item supplier");
501
654
  const result = await api.budgetItem.updateBudgetItemSupplier.mutate(opts);
502
655
  out(result);
503
656
  }
@@ -515,11 +668,13 @@ export async function deleteBudgetCategory(id) {
515
668
  }
516
669
  export async function updateBudgetCommissionFromPayload(raw) {
517
670
  const input = parseUpdateBudgetCommissionPayload(raw);
671
+ await confirmLockedBudgetChangeByBudgetId(input.budgetId, "Update budget commission");
518
672
  const result = await api.budget.updateBudgetCommission.mutate(input);
519
673
  out(result);
520
674
  }
521
675
  export async function updateBudgetDiscountFromPayload(raw) {
522
676
  const input = parseBudgetDiscountPayload(raw);
677
+ await confirmLockedBudgetChangeByBudgetId(input.budgetId, "Update budget discount");
523
678
  const result = await api.budget.updateBudgetDiscount.mutate(input);
524
679
  out(result);
525
680
  }
@@ -568,6 +723,33 @@ export async function createBillFromPayload(raw) {
568
723
  const result = await api.bill.create.mutate(input);
569
724
  out(result);
570
725
  }
726
+ export async function listQuotations(opts) {
727
+ const result = await api.quotation.list.query(opts);
728
+ out(result);
729
+ }
730
+ export async function getQuotationDetails(id) {
731
+ const result = await api.quotation.getById.query({ id });
732
+ out(result);
733
+ }
734
+ export async function createQuotationFromPayload(raw) {
735
+ const result = await api.quotation.createDraft.mutate(raw);
736
+ out(result);
737
+ }
738
+ export async function submitQuotation(id) {
739
+ await assertSensitiveWorkflowConfirmed({
740
+ action: "Submit quotation for approval",
741
+ entity: `quotation ${id}`,
742
+ });
743
+ const result = await api.quotation.submitForApproval.mutate({ id });
744
+ out(result);
745
+ }
746
+ export async function downloadQuotationPdf(id, fileRole) {
747
+ const result = await api.quotation.getSignedDownloadUrl.query({
748
+ id,
749
+ fileRole,
750
+ });
751
+ out(result);
752
+ }
571
753
  export async function updateBillFromPayload(raw) {
572
754
  const input = parseUpdateBillPayload(raw);
573
755
  const result = await api.bill.update.mutate(input);
@@ -585,6 +767,11 @@ export async function createSupplierFromPayload(raw) {
585
767
  out(created);
586
768
  return;
587
769
  }
770
+ await assertSensitiveWorkflowConfirmed({
771
+ action: "Create supplier approval request",
772
+ entity: `supplier ${supplier.id}`,
773
+ details: "and send approval request emails",
774
+ });
588
775
  const approval = await api.supplier.createSupplierApproval.mutate({
589
776
  supplierId: supplier.id,
590
777
  });
@@ -623,6 +810,11 @@ export async function updateSupplierFromPayload(raw) {
623
810
  out(updated);
624
811
  return;
625
812
  }
813
+ await assertSensitiveWorkflowConfirmed({
814
+ action: "Create supplier approval request",
815
+ entity: `supplier ${supplier.id}`,
816
+ details: "and send approval request emails",
817
+ });
626
818
  let approvalResult;
627
819
  try {
628
820
  const approval = await api.supplier.createSupplierApproval.mutate({
@@ -703,6 +895,11 @@ export async function updateCompanyFromPayload(raw) {
703
895
  }
704
896
  // --- Approvals: budgets / suppliers / bills (MCP parity) ---
705
897
  export async function approveBudget(budgetId) {
898
+ await assertSensitiveWorkflowConfirmed({
899
+ action: "Approve budget",
900
+ entity: `budget ${budgetId}`,
901
+ details: "and send requester reply email",
902
+ });
706
903
  const notifications = await api.budget.getNotifications.query();
707
904
  const pending = notifications.filter((n) => n.notificationType === "request" &&
708
905
  n.status === ExtendedApprovalStatus.PENDING_APPROVAL &&
@@ -734,6 +931,11 @@ export async function approveBudget(budgetId) {
734
931
  });
735
932
  }
736
933
  export async function rejectBudget(budgetId, reason) {
934
+ await assertSensitiveWorkflowConfirmed({
935
+ action: "Reject budget",
936
+ entity: `budget ${budgetId}`,
937
+ details: `with reason "${reason}" and send requester reply email`,
938
+ });
737
939
  const notifications = await api.budget.getNotifications.query();
738
940
  const pending = notifications.filter((n) => n.notificationType === "request" &&
739
941
  n.status === ExtendedApprovalStatus.PENDING_APPROVAL &&
@@ -827,6 +1029,11 @@ export async function getSupplierDetails(supplierId) {
827
1029
  });
828
1030
  }
829
1031
  export async function approveSupplier(supplierId) {
1032
+ await assertSensitiveWorkflowConfirmed({
1033
+ action: "Approve supplier",
1034
+ entity: `supplier ${supplierId}`,
1035
+ details: "and send requester reply email",
1036
+ });
830
1037
  const notifications = await api.budget.getNotifications.query();
831
1038
  const pending = notifications.filter((n) => n.notificationType === "request" &&
832
1039
  n.status === ExtendedApprovalStatus.PENDING_APPROVAL &&
@@ -860,6 +1067,11 @@ export async function approveSupplier(supplierId) {
860
1067
  });
861
1068
  }
862
1069
  export async function rejectSupplier(supplierId, reason) {
1070
+ await assertSensitiveWorkflowConfirmed({
1071
+ action: "Reject supplier",
1072
+ entity: `supplier ${supplierId}`,
1073
+ details: `with reason "${reason}" and send requester reply email`,
1074
+ });
863
1075
  const notifications = await api.budget.getNotifications.query();
864
1076
  const pending = notifications.filter((n) => n.notificationType === "request" &&
865
1077
  n.status === ExtendedApprovalStatus.PENDING_APPROVAL &&
@@ -894,6 +1106,11 @@ export async function rejectSupplier(supplierId, reason) {
894
1106
  });
895
1107
  }
896
1108
  export async function rejectBill(billId, reason) {
1109
+ await assertSensitiveWorkflowConfirmed({
1110
+ action: "Reject bill",
1111
+ entity: `bill ${billId}`,
1112
+ details: `with reason "${reason}" and send requester reply email`,
1113
+ });
897
1114
  const notifications = await api.budget.getNotifications.query();
898
1115
  const pending = notifications.filter((n) => n.notificationType === "request" &&
899
1116
  n.status === ExtendedApprovalStatus.PENDING_APPROVAL &&
@@ -924,6 +1141,46 @@ export async function rejectBill(billId, reason) {
924
1141
  email,
925
1142
  });
926
1143
  }
1144
+ export async function approveQuotation(quotationId) {
1145
+ await assertSensitiveWorkflowConfirmed({
1146
+ action: "Approve quotation",
1147
+ entity: `quotation ${quotationId}`,
1148
+ });
1149
+ const notifications = await api.budget.getNotifications.query();
1150
+ const pending = notifications.filter((n) => isPendingRequest(n) &&
1151
+ n.type === QUOTATION &&
1152
+ (n.supplierQuotationId === quotationId ||
1153
+ n.supplierQuotation?.id === quotationId));
1154
+ const approval = pending[0];
1155
+ if (!approval) {
1156
+ throw new Error("No pending quotation approval found.");
1157
+ }
1158
+ const result = await api.quotation.approve.mutate({
1159
+ quotationApprovalId: approval.id,
1160
+ });
1161
+ out(result);
1162
+ }
1163
+ export async function rejectQuotation(quotationId, reason) {
1164
+ await assertSensitiveWorkflowConfirmed({
1165
+ action: "Reject quotation",
1166
+ entity: `quotation ${quotationId}`,
1167
+ details: `with reason "${reason}"`,
1168
+ });
1169
+ const notifications = await api.budget.getNotifications.query();
1170
+ const pending = notifications.filter((n) => isPendingRequest(n) &&
1171
+ n.type === QUOTATION &&
1172
+ (n.supplierQuotationId === quotationId ||
1173
+ n.supplierQuotation?.id === quotationId));
1174
+ const approval = pending[0];
1175
+ if (!approval) {
1176
+ throw new Error("No pending quotation approval found.");
1177
+ }
1178
+ const result = await api.quotation.reject.mutate({
1179
+ quotationApprovalId: approval.id,
1180
+ rejectionReason: reason,
1181
+ });
1182
+ out(result);
1183
+ }
927
1184
  // --- Companies & projects ---
928
1185
  export async function listCompanies(opts) {
929
1186
  const result = await api.company.getCompanies.query({
@@ -980,13 +1237,15 @@ export async function createProject(opts) {
980
1237
  from: new Date(opts.startDate),
981
1238
  to: opts.endDate ? new Date(opts.endDate) : undefined,
982
1239
  },
983
- ...(opts.requestQboAccountantNotification !== undefined && {
984
- requestQboAccountantNotification: opts.requestQboAccountantNotification,
985
- }),
986
1240
  });
987
1241
  out(result);
988
1242
  }
989
1243
  export async function updateProjectStatus(id, status, opts) {
1244
+ await assertSensitiveWorkflowConfirmed({
1245
+ action: "Update project status",
1246
+ entity: `project ${id}`,
1247
+ details: `to ${status}`,
1248
+ });
990
1249
  const result = await api.project.updateProjectStatus.mutate({
991
1250
  id,
992
1251
  status,
package/dist/index.js CHANGED
@@ -2,7 +2,7 @@
2
2
  import "./load-env.js";
3
3
  import { requireApiKey } from "./api-client.js";
4
4
  import { consumeCliQuietFlags, logCliAction, sanitizeFlagsForTrace, setCliQuiet, shouldLogCliActions, } from "./cli-trace.js";
5
- import { addBudgetItems, approveBill, approveBudget, approveSupplier, createBillApproval, createBillFromPayload, createBudgetApproval, createBudgetCategory, createBudgetFromPayload, createCompany, createContactPersonFromPayload, createEstimate, createItemCategory, createItemFromPayload, createProject, createSupplierCertification, createSupplierFromPayload, createSupplierPaymentMethod, createSupplierRoleOption, createSupplierTagOption, deleteBillById, deleteBudgetById, deleteBudgetCategory, deleteCompanyById, deleteItemById, deleteItemCategoriesByIds, deleteProjectById, deleteSuppliersByIds, getApprovedBudgets, getBillAttachments, getBillDetails, getBudget, getBudgetCategories, getBudgetCategoryBenchmarks, getBudgetDetails, getBudgetItemsOnly, getBudgetVersions, getCompany, getDashboard, getErrorMetrics, getEstimatePerformance, getFinancialOverview, getItem, getItemPricingHistory, getMonthlyMetrics, getProject, getRecentErrors, getSupplierAnalytics, getSupplierDetails, getSupplierPricingHistory, getSystemOverview, getUserPerformance, listApprovals, listBills, listBudgets, listCompanies, listContacts, listItemCategories, listItems, listProjects, listSuppliers, listUsers, markBudgetWonWithProof, patchBillInvoiceNumber, patchBillPayment, reactivateSuppliersByIds, rejectBill, rejectBudget, rejectSupplier, removeBudgetItem, reorderBudgetItemsCli, updateBillFromPayload, updateBillStatus, updateBudgetCategory, updateBudgetCommissionFromPayload, updateBudgetDiscountFromPayload, updateBudgetFromPayload, updateBudgetItem, updateBudgetItemSupplierCli, updateBudgetStatus, updateCompanyFromPayload, updateContactPersonFromPayload, updateItemCategory, updateItemFromPayload, updateProjectFromPayload, updateProjectStatus, updateSupplierFromPayload, uploadBillAttachmentFromPath, uploadBudgetAttachmentFromPath, } from "./commands.js";
5
+ import { addBudgetItems, approveBill, approveBudget, approveQuotation, approveSupplier, createBillApproval, createBillFromPayload, createBudgetApproval, createBudgetCategory, createBudgetFromPayload, createCompany, createContactPersonFromPayload, createEstimate, createItemCategory, createItemFromPayload, createProject, createQuotationFromPayload, createSupplierCertification, createSupplierFromPayload, createSupplierPaymentMethod, createSupplierRoleOption, createSupplierTagOption, deleteBillById, deleteBudgetById, deleteBudgetCategory, deleteCompanyById, deleteItemById, deleteItemCategoriesByIds, deleteProjectById, deleteSuppliersByIds, downloadQuotationPdf, getApprovedBudgets, getBillAttachments, getBillDetails, getBudget, getBudgetCategories, getBudgetCategoryBenchmarks, getBudgetDetails, getBudgetItemsOnly, getBudgetVersions, getCompany, getDashboard, getErrorMetrics, getEstimatePerformance, getFinancialOverview, getItem, getItemPricingHistory, getMonthlyMetrics, getProject, getQuotationDetails, getRecentErrors, getSupplierAnalytics, getSupplierDetails, getSupplierPricingHistory, getSystemOverview, getUserPerformance, listApprovals, listBills, listBudgets, listCompanies, listContacts, listItemCategories, listItems, listProjects, listQuotations, listSuppliers, listUsers, markBudgetWonWithProof, patchBillInvoiceNumber, patchBillPayment, reactivateSuppliersByIds, rejectBill, rejectBudget, rejectQuotation, rejectSupplier, removeBudgetItem, reorderBudgetItemsCli, submitQuotation, updateBillFromPayload, updateBillStatus, updateBudgetCategory, updateBudgetCommissionFromPayload, updateBudgetDiscountFromPayload, updateBudgetFromPayload, updateBudgetItem, updateBudgetItemSupplierCli, updateBudgetStatus, updateCompanyFromPayload, updateContactPersonFromPayload, updateItemCategory, updateItemFromPayload, updateProjectFromPayload, updateProjectStatus, updateSupplierFromPayload, uploadBillAttachmentFromPath, uploadBudgetAttachmentFromPath, uploadQuotationAttachmentFromPath, } from "./commands.js";
6
6
  import { getFlag, parseArgs } from "./parse-args.js";
7
7
  import { billStatusesForUpdateHelp, budgetStatusesForHelp, isBudgetStatusUpdate, parseApprovalTypeFlag, parseBillStatusForUpdate, parseCommaSeparatedBillStatuses, parseCommaSeparatedBudgetStatuses, parseCommaSeparatedIds, parseCommaSeparatedSupplierStatuses, parseOptionalBillListSortBy, parseOptionalBillListSortDir, parseOptionalDashboardRole, parseOptionalDeals, parseOptionalErrorSeverity, parseOptionalErrorStatus, parseOptionalExtendedProjectStatus, parseOptionalFinancialRole, parseOptionalSupplierAnalyticsTimeFrame, parseOptionalTimeFrame, parseProjectStatusForUpdate, projectStatusesForHelp, } from "./parse-cli-enums.js";
8
8
  import { parseJsonFlag, parseOptionalNumber as parseOptNum, } from "./parse-json-flag.js";
@@ -119,6 +119,13 @@ Global: --quiet | -q | BB_CLI_QUIET=1 — hide action logs (default: log command
119
119
 
120
120
  Auth: Set BB_API_KEY in the environment (same API key as MCP / Goracle).
121
121
 
122
+ Sensitive workflow changes: approval decisions/requests, entity status updates,
123
+ mark-budget-won, submit-quotation, and supplier approval request side effects
124
+ require an interactive CONFIRM prompt and abort in non-interactive shells.
125
+ AI agents must inspect the entity first, summarize the exact entity, target
126
+ state, and side effects, then wait for explicit user confirmation before running
127
+ the sensitive command.
128
+
122
129
  Budgets
123
130
  list-budgets [--projectId] [--name] [--status CSV] [--createdBy] [--dateFrom] [--dateTo] [--sortBy] [--sortDir] [--page] [--perPage] [--summary]
124
131
  get-budget <id> Budget + line items
@@ -127,6 +134,7 @@ Budgets
127
134
  get-budget-categories
128
135
  get-budget-versions <budgetId>
129
136
  update-budget-status <id> <status> [--markProjectWon true|false] [--projectStatusOnCommercialRejection PITCH|LOST]
137
+ Budget-changing commands require interactive "yes" confirmation when the current budget is ESTIMATE_CREATED, ESTIMATE_SENT, ESTIMATE_ACCEPTED, ESTIMATE_REJECTED, or ESTIMATE_CLOSED.
130
138
  ESTIMATE_ACCEPTED requires win proof, auto-marks PITCH or LOST projects WON, and auto-creates the Asana project/section when enabled.
131
139
  ESTIMATE_REJECTED requires --projectStatusOnCommercialRejection when rejecting the only accepted/closed budget on a commercial project.
132
140
  status: ${budgetStatusesForHelp.join(", ")}
@@ -152,6 +160,7 @@ Bills
152
160
  list-bills [--projectId] [--budgetId] [--status CSV] [--search <text>] [--isClaimable true|false] [--createdByIds <csv>] [--sortBy createdAt|amount|status] [--sortDir asc|desc] [--page] [--pageSize]
153
161
  list-claims same flags as list-bills; only reimbursable claims (ignores --isClaimable)
154
162
  isClaimable differentiates the shared bill/claim records: false = bill, true = claim.
163
+ New supplier bills from 1 Jul 2026 00:00 SGT require approved quotation coverage for each non-legacy line item.
155
164
  create-bill-approval <billId> (also sends approval request emails)
156
165
  create-bill --payload '<json>' (bill.create; payload.isClaimable false = bill, true = claim; use upload-bill-attachment after create to add files)
157
166
  update-bill --payload '<json>' (bill.update; must include id)
@@ -165,8 +174,18 @@ Bills
165
174
  upload-bill-attachment <billId> <filePath> Presigned S3 upload + confirm (same flow as web UI)
166
175
  get-bill-details <billId>
167
176
 
177
+ Quotations
178
+ list-quotations [--projectId] [--budgetId] [--supplierId] [--status CSV] [--page] [--pageSize]
179
+ get-quotation <quotationId>
180
+ upload-quotation-attachment <projectId> <filePath> Presigned S3 upload; returns attachment JSON for create-quotation payload
181
+ create-quotation --payload '<json>' (quotation.createDraft)
182
+ submit-quotation <quotationId>
183
+ approve-quotation <quotationId>
184
+ reject-quotation <quotationId> --reason <text>
185
+ download-quotation-pdf <quotationId> [original|staff|final]
186
+
168
187
  Approvals
169
- list-approvals | get-pending-approvals [--type budget|supplier|bill|all]
188
+ list-approvals | get-pending-approvals [--type budget|supplier|bill|quotation|all]
170
189
  approve-bill <billId> (also sends requester reply email)
171
190
  reject-bill <billId> --reason <text> (also sends requester reply email)
172
191
  approve-budget <budgetId> (also sends requester reply email)
@@ -184,7 +203,7 @@ Companies & projects
184
203
  list-projects [--companyId] [--name] [--status] [--active true|false] [--page] [--perPage]
185
204
  Omit --active to include both active and inactive projects.
186
205
  get-project <id>
187
- create-project --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate <ISO> [--pax] [--endDate <ISO>] [--description] [--requestQboAccountantNotification false]
206
+ create-project --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate <ISO> [--pax] [--endDate <ISO>] [--description]
188
207
  update-project --payload '<json>' (project.updateProject; optional requestQboAccountantNotification; default notify like web)
189
208
  delete-project <id>
190
209
  update-project-status <id> <status> [--projectManagerId <id>] [--projectManagerName <name>] [--wonOverrideReason <text>]
@@ -674,6 +693,88 @@ async function main() {
674
693
  await getBillDetails(id);
675
694
  break;
676
695
  }
696
+ case "list-quotations": {
697
+ const statusRaw = getFlag(flags, "status");
698
+ await listQuotations({
699
+ projectId: getFlag(flags, "projectId"),
700
+ budgetId: getFlag(flags, "budgetId"),
701
+ supplierId: getFlag(flags, "supplierId"),
702
+ status: statusRaw !== undefined
703
+ ? String(statusRaw)
704
+ .split(",")
705
+ .map((value) => value.trim().toUpperCase())
706
+ .filter(Boolean)
707
+ : undefined,
708
+ page: getFlag(flags, "page") !== undefined
709
+ ? Number(getFlag(flags, "page"))
710
+ : undefined,
711
+ pageSize: getFlag(flags, "pageSize") !== undefined
712
+ ? Number(getFlag(flags, "pageSize"))
713
+ : undefined,
714
+ });
715
+ break;
716
+ }
717
+ case "get-quotation": {
718
+ const id = positional[0];
719
+ if (!id)
720
+ throw new Error("get-quotation requires <quotationId>");
721
+ await getQuotationDetails(id);
722
+ break;
723
+ }
724
+ case "upload-quotation-attachment": {
725
+ const [projectId, filePath] = positional;
726
+ if (!projectId || !filePath) {
727
+ throw new Error("upload-quotation-attachment requires <projectId> <filePath>");
728
+ }
729
+ await uploadQuotationAttachmentFromPath(projectId, filePath);
730
+ break;
731
+ }
732
+ case "create-quotation": {
733
+ const payloadRaw = getFlag(flags, "payload");
734
+ if (!payloadRaw) {
735
+ throw new Error("create-quotation requires --payload '<json>'");
736
+ }
737
+ const raw = parseJsonFlag(String(payloadRaw), "--payload");
738
+ await createQuotationFromPayload(raw);
739
+ break;
740
+ }
741
+ case "submit-quotation": {
742
+ const id = positional[0];
743
+ if (!id)
744
+ throw new Error("submit-quotation requires <quotationId>");
745
+ await submitQuotation(id);
746
+ break;
747
+ }
748
+ case "approve-quotation": {
749
+ const id = positional[0];
750
+ if (!id)
751
+ throw new Error("approve-quotation requires <quotationId>");
752
+ await approveQuotation(id);
753
+ break;
754
+ }
755
+ case "reject-quotation": {
756
+ const id = positional[0];
757
+ const reason = getFlag(flags, "reason");
758
+ if (!id || reason === undefined) {
759
+ throw new Error("reject-quotation requires <quotationId> --reason <text>");
760
+ }
761
+ await rejectQuotation(id, reason);
762
+ break;
763
+ }
764
+ case "download-quotation-pdf": {
765
+ const id = positional[0];
766
+ if (!id) {
767
+ throw new Error("download-quotation-pdf requires <quotationId> [original|staff|final]");
768
+ }
769
+ const roleRaw = (positional[1] ?? "final").toLowerCase();
770
+ const fileRole = roleRaw === "original"
771
+ ? "ORIGINAL"
772
+ : roleRaw === "staff"
773
+ ? "STAFF_SIGNED"
774
+ : "FINAL_SIGNED";
775
+ await downloadQuotationPdf(id, fileRole);
776
+ break;
777
+ }
677
778
  case "list-approvals":
678
779
  case "get-pending-approvals": {
679
780
  const typeRaw = getFlag(flags, "type");
@@ -811,6 +912,9 @@ async function main() {
811
912
  const slackChannelUrl = getFlag(flags, "slackChannelUrl");
812
913
  const slackChannelName = getFlag(flags, "slackChannelName");
813
914
  const startDate = getFlag(flags, "startDate");
915
+ if (getFlag(flags, "requestQboAccountantNotification") !== undefined) {
916
+ throw new Error("create-project does not allow --requestQboAccountantNotification; CLI project creation always requests the QuickBooks project import like the web app.");
917
+ }
814
918
  if (!name ||
815
919
  !companyId ||
816
920
  !contactPersonId ||
@@ -839,7 +943,6 @@ async function main() {
839
943
  startDate,
840
944
  endDate: getFlag(flags, "endDate"),
841
945
  description: getFlag(flags, "description"),
842
- requestQboAccountantNotification: parseOptionalBoolFlag(flags, "requestQboAccountantNotification"),
843
946
  });
844
947
  break;
845
948
  }
@@ -215,7 +215,7 @@ export function parseOptionalBillListSortDir(raw) {
215
215
  return raw;
216
216
  }
217
217
  function isPendingRequestType(s) {
218
- return s === "BUDGET" || s === "BILL" || s === "SUPPLIER";
218
+ return (s === "BUDGET" || s === "BILL" || s === "SUPPLIER" || s === "QUOTATION");
219
219
  }
220
220
  export function parseApprovalTypeFlag(raw) {
221
221
  if (raw === undefined)
@@ -224,7 +224,7 @@ export function parseApprovalTypeFlag(raw) {
224
224
  if (u === "ALL")
225
225
  return "ALL";
226
226
  if (!isPendingRequestType(u)) {
227
- throw new Error(`Invalid --type "${raw}". Use budget, supplier, bill, or all.`);
227
+ throw new Error(`Invalid --type "${raw}". Use budget, supplier, bill, quotation, or all.`);
228
228
  }
229
229
  return u;
230
230
  }
@@ -33,6 +33,8 @@ export const ApprovalType = {
33
33
  BUDGET: "BUDGET",
34
34
  SUPPLIER: "SUPPLIER",
35
35
  BILL: "BILL",
36
+ CUSTOMER_INVOICE: "CUSTOMER_INVOICE",
37
+ QUOTATION: "QUOTATION",
36
38
  };
37
39
  export const ErrorSeverity = {
38
40
  LOW: "LOW",
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@go-labs-sg/bb",
3
- "version": "1.13.0",
3
+ "version": "1.15.0",
4
4
  "description": "Budget Builder CLI for AI agents — manage budgets, bills, and claims; bill records use isClaimable=false for bills and isClaimable=true for claims.",
5
5
  "type": "module",
6
6
  "main": "./dist/index.js",