@go-labs-sg/bb 1.15.0 → 1.17.0

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package/README.md CHANGED
@@ -37,6 +37,20 @@ export BB_API_KEY=<your-key>
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  Create or revoke keys in the web app: **Goracle → API Keys** (MCP API keys).
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+ Admins can provision API-only service identities and manage their keys from the
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+ CLI. These identities are not human web accounts: `create-user` does not create
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+ or link a Google OAuth account, so the resulting user cannot sign in with Google.
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+
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+ ```bash
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+ bb create-user --email agent@example.com --name "Budget Agent" --role USER
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+ bb create-api-key --userId <user-id> --name "Budget Agent CLI"
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+ bb list-api-keys --userId <user-id>
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+ bb revoke-api-key <api-key-id> --userId <user-id>
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+ ```
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+
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+ The raw key is returned only by `create-api-key`; copy it immediately. Listing
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+ keys returns metadata only.
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+
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  The CLI talks to the production API: `https://budget-builder.getout.events`.
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  ## Usage
@@ -72,10 +86,10 @@ Global options and flags use `--key=value` or `--key value` (see `bb help`).
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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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+ | **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`, `--startDate` as ISO datetime for project/window start; when `--asanaTaskId` is omitted, the CLI searches open Asana lead tasks in the Deals project, prompts for one of the top five matches, and resolves Slack channel fields from the selected deal card; optional `--asanaSearch`, `--pax`, `--endDate`, `--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` |
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+ | **Dashboard & users** | `list-users`, `create-user` (admin; provisions an API-only service identity with no Google sign-in; `--email`, optional `--name`, optional `--role` defaulting to `USER`), `create-api-key` (admin; `--userId`, `--name`; raw key shown once), `list-api-keys` (admin; optional `--userId`), `revoke-api-key` (admin; key ID plus `--userId` for another user's key), `get-user-performance`, `get-dashboard`, `get-monthly-metrics`, `get-system-overview`, `get-estimate-performance`, `get-financial-overview` |
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  | **Errors** | `get-recent-errors`, `get-error-metrics` |
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  | **Historical / benchmarks** | `get-approved-budgets`, `get-budget-category-benchmarks`, `get-item-pricing-history`, `get-supplier-pricing-history` |
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@@ -8,10 +8,20 @@ function getAuthHeader() {
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  return undefined;
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  return `Bearer ${key.trim()}`;
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  }
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+ const containsRawApiKey = (value, seen = new WeakSet()) => {
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+ if (typeof value !== "object" || value === null)
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+ return false;
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+ if (seen.has(value))
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+ return false;
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+ seen.add(value);
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+ return Object.entries(value).some(([key, nestedValue]) => (key.toLowerCase() === "apikey" && typeof nestedValue === "string") ||
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+ containsRawApiKey(nestedValue, seen));
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+ };
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  export const api = createTRPCProxyClient({
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  links: [
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  loggerLink({
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- enabled: () => shouldLogCliActions(),
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+ enabled: (opts) => shouldLogCliActions() &&
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+ !(opts.direction === "down" && containsRawApiKey(opts.result)),
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  colorMode: "ansi",
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  withContext: false,
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  // tRPC defaults use console.log for requests; stderr keeps stdout JSON-safe for pipes.
package/dist/commands.js CHANGED
@@ -13,17 +13,200 @@ 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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+ const ASANA_WON_LOST_SECTION_GIDS = new Set([
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+ "1211678338364908",
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+ "1211678338364907",
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+ ]);
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+ const MAX_ASANA_LEAD_CANDIDATES = 5;
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+ const ASANA_SEARCH_DETAIL_LIMIT = 15;
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  function isPendingRequest(n) {
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  return n.notificationType === "request" && n.status === "PENDING_APPROVAL";
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  }
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  const out = (data) => {
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  console.log(JSON.stringify(data, null, 2));
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  };
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+ const isRecord = (value) => typeof value === "object" && value !== null && !Array.isArray(value);
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+ const stringField = (record, key) => {
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+ const value = record[key];
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+ return typeof value === "string" && value.trim() ? value.trim() : undefined;
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+ };
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+ const asanaSectionsForTask = (task) => {
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+ if (!isRecord(task) || !Array.isArray(task.memberships))
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+ return [];
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+ return task.memberships.flatMap((membership) => {
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+ if (!isRecord(membership) || !isRecord(membership.section))
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+ return [];
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+ return [
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+ {
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+ gid: stringField(membership.section, "gid"),
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+ name: stringField(membership.section, "name"),
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+ },
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+ ];
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+ });
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+ };
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+ const isWonOrLostAsanaTask = (task) => asanaSectionsForTask(task).some((section) => {
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+ if (section.gid && ASANA_WON_LOST_SECTION_GIDS.has(section.gid)) {
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+ return true;
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+ }
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+ const name = section.name?.trim().toLowerCase();
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+ return Boolean(name && /\b(won|lost)\b/.test(name));
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+ });
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+ const asanaCandidateFromTask = (task, details) => {
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+ const source = details ?? task;
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+ const sourceRecord = isRecord(source) ? source : undefined;
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+ const gid = (sourceRecord ? stringField(sourceRecord, "gid") : undefined) ?? task.gid;
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+ const name = (sourceRecord ? stringField(sourceRecord, "name") : undefined) ??
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+ task.name ??
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+ gid;
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+ if (!gid || isWonOrLostAsanaTask(source))
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+ return null;
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+ return {
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+ gid,
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+ name,
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+ modifiedAt: (sourceRecord ? stringField(sourceRecord, "modified_at") : undefined) ??
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+ task.modified_at,
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+ createdAt: (sourceRecord ? stringField(sourceRecord, "created_at") : undefined) ??
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+ task.created_at,
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+ sections: asanaSectionsForTask(source),
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+ };
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+ };
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+ const uniqueSearchQueries = (...queries) => {
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+ const seen = new Set();
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+ const unique = [];
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+ for (const query of queries) {
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+ const normalized = query?.trim() ?? "";
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+ if (!normalized)
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+ continue;
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+ const key = normalized.toLowerCase();
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+ if (seen.has(key))
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+ continue;
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+ seen.add(key);
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+ unique.push(normalized);
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+ }
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+ return unique;
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+ };
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+ const searchOpenAsanaLeadCandidates = async ({ projectName, searchQuery, }) => {
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+ const queries = uniqueSearchQueries(projectName, searchQuery);
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+ const candidates = [];
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+ const seenTaskIds = new Set();
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+ for (const query of queries) {
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+ const results = await api.asana.searchTasks.query({ query });
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+ const tasks = results.data.slice(0, ASANA_SEARCH_DETAIL_LIMIT);
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+ const detailsByTaskId = new Map();
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+ await Promise.all(tasks.map(async (task) => {
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+ if (!task.gid)
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+ return;
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+ try {
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+ const details = await api.asana.getTaskById.query({ id: task.gid });
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+ detailsByTaskId.set(task.gid, details.data);
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+ }
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+ catch {
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+ // Keep the compact search result if detail lookup fails for one task.
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+ }
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+ }));
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+ for (const task of tasks) {
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+ if (!task.gid || seenTaskIds.has(task.gid))
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+ continue;
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+ const candidate = asanaCandidateFromTask(task, detailsByTaskId.get(task.gid));
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+ if (!candidate)
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+ continue;
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+ seenTaskIds.add(candidate.gid);
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+ candidates.push(candidate);
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+ if (candidates.length >= MAX_ASANA_LEAD_CANDIDATES)
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+ return candidates;
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+ }
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+ }
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+ return candidates;
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+ };
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+ const formatAsanaCandidateMetadata = (candidate) => {
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+ const sectionText = candidate.sections
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+ .map((section) => section.name ?? section.gid)
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+ .filter(Boolean)
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+ .join(", ") || "stage unavailable";
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+ const dateText = candidate.modifiedAt
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+ ? `modified ${new Date(candidate.modifiedAt).toISOString()}`
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+ : candidate.createdAt
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+ ? `created ${new Date(candidate.createdAt).toISOString()}`
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+ : "date unavailable";
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+ return `${sectionText}; ${dateText}; ${candidate.gid}`;
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+ };
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+ const promptForAsanaLeadCandidate = async (candidates) => {
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+ if (candidates.length === 0) {
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+ throw new Error("No open Asana lead tasks were found in the Deals project. Pass --asanaTaskId explicitly or update the Deals project first.");
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+ }
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+ if (!process.stdin.isTTY || !process.stderr.isTTY) {
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+ throw new Error("create-project requires --asanaTaskId in non-interactive runs. Interactive runs can omit it to choose from the top Asana lead task matches.");
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+ }
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+ console.error("Select the Asana lead task to link to this project:");
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+ candidates.forEach((candidate, index) => {
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+ console.error(`${index + 1}. ${candidate.name} (${formatAsanaCandidateMetadata(candidate)})`);
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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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+ while (true) {
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+ const answer = await rl.question(`Choose 1-${candidates.length}, or q to abort: `);
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+ const trimmed = answer.trim().toLowerCase();
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+ if (trimmed === "q" || trimmed === "quit") {
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+ throw new Error("Aborted.");
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+ }
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+ const selected = Number.parseInt(trimmed, 10);
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+ if (Number.isInteger(selected) &&
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+ selected >= 1 &&
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+ selected <= candidates.length) {
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+ const candidate = candidates[selected - 1];
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+ if (candidate)
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+ return candidate;
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+ }
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+ console.error(`Enter a number from 1 to ${candidates.length}.`);
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+ }
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+ }
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+ finally {
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+ rl.close();
168
+ }
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+ };
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+ const resolveAsanaDealSlackChannel = async (asanaTaskId) => {
171
+ const result = await api.asana.getDealSlackChannel.query({ id: asanaTaskId });
172
+ if (result.status !== "resolved") {
173
+ throw new Error(result.message);
174
+ }
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+ console.error(`Resolved Slack channel from Asana deal: #${result.channel.slackChannelName} (${result.channel.slackChannelId})`);
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+ return result.channel;
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+ };
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+ const resolveCreateProjectLinks = async (opts) => {
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+ const asanaTaskId = opts.asanaTaskId?.trim() ||
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+ (await promptForAsanaLeadCandidate(await searchOpenAsanaLeadCandidates({
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+ projectName: opts.name,
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+ searchQuery: opts.asanaSearch,
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+ }))).gid;
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+ const hasCompleteManualSlackChannel = Boolean(opts.slackChannelId && opts.slackChannelUrl && opts.slackChannelName);
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+ if (hasCompleteManualSlackChannel) {
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+ return {
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+ asanaTaskId,
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+ slackChannelId: opts.slackChannelId,
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+ slackChannelUrl: opts.slackChannelUrl,
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+ slackChannelName: opts.slackChannelName,
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+ };
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+ }
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+ const slackChannel = await resolveAsanaDealSlackChannel(asanaTaskId);
194
+ return {
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+ asanaTaskId,
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+ ...slackChannel,
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+ };
198
+ };
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  const combineDateAndTime = (day, time) => {
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  const d = new Date(day);
24
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  d.setHours(time.getHours(), time.getMinutes(), time.getSeconds(), 0);
25
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  return d;
26
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  };
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+ const formatOptionalProjectPaxInput = (pax) => {
205
+ if (typeof pax !== "number" || !Number.isFinite(pax) || pax <= 0) {
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+ return "";
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+ }
208
+ return String(pax);
209
+ };
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  /** Extension-based MIME, like browser `File.type` when the OS provides it */
28
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  const contentTypeHeaderForFileName = (fileName) => {
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  const ct = contentType(fileName);
@@ -139,6 +322,9 @@ export async function updateBudgetStatus(budgetId, status, opts) {
139
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  const result = await api.budget.updateBudgetStatus.mutate({
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  id: budgetId,
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  status,
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+ ...(opts?.projectManagerId !== undefined && {
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+ projectManagerId: opts.projectManagerId,
327
+ }),
142
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  ...(opts?.markProjectWon !== undefined && {
143
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  markProjectWon: opts.markProjectWon,
144
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  }),
@@ -200,7 +386,7 @@ const runBudgetPreflight = async (budgetId, preflight) => {
200
386
  insideSalesId: project.insideSalesId ?? "",
201
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  businessDevelopmentId: project.businessDevelopmentId ?? "",
202
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  venue: project.venue ?? "",
203
- pax: String(project.pax ?? ""),
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+ pax: formatOptionalProjectPaxInput(project.pax),
204
390
  ...(project.slackChannelId &&
205
391
  project.slackChannelUrl &&
206
392
  project.slackChannelName
@@ -403,7 +589,11 @@ export async function getBillAttachments(id) {
403
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  const result = await api.bill.getAttachments.query({ id });
404
590
  out(result);
405
591
  }
406
- export async function uploadBillAttachmentFromPath(billId, filePath) {
592
+ export async function uploadBillAttachmentFromPath(billId, filePath, type = "BILL") {
593
+ const confirmed = await uploadSingleBillAttachmentFromPath(billId, filePath, type);
594
+ out(confirmed);
595
+ }
596
+ const uploadSingleBillAttachmentFromPath = async (billId, filePath, type = "BILL") => {
407
597
  const buf = await readFile(filePath);
408
598
  const fileName = basename(filePath);
409
599
  const size = buf.byteLength;
@@ -420,13 +610,51 @@ export async function uploadBillAttachmentFromPath(billId, filePath) {
420
610
  if (!res.ok) {
421
611
  throw new Error(`S3 upload failed: HTTP ${res.status} ${(await res.text()).slice(0, 500)}`);
422
612
  }
423
- const confirmed = await api.attachment.confirmBillAttachment.mutate({
613
+ return await api.attachment.confirmBillAttachment.mutate({
424
614
  billId,
425
615
  key,
426
616
  name: fileName,
427
617
  size,
618
+ type,
619
+ });
620
+ };
621
+ export async function uploadBillAttachmentsFromPaths(billId, filePaths, type = "BILL") {
622
+ if (filePaths.length === 0) {
623
+ throw new Error("At least one bill attachment file path is required");
624
+ }
625
+ const results = [];
626
+ for (const filePath of filePaths) {
627
+ results.push(await uploadSingleBillAttachmentFromPath(billId, filePath, type));
628
+ }
629
+ out({
630
+ success: true,
631
+ billId,
632
+ type,
633
+ count: results.length,
634
+ attachments: results.map((result) => result.attachment),
635
+ results,
636
+ });
637
+ }
638
+ export async function uploadBillDocumentsFromPaths({ billId, invoicePaths = [], paymentProofPaths = [], }) {
639
+ if (invoicePaths.length === 0 && paymentProofPaths.length === 0) {
640
+ throw new Error("At least one invoice or payment proof file path is required");
641
+ }
642
+ const invoiceResults = [];
643
+ for (const filePath of invoicePaths) {
644
+ invoiceResults.push(await uploadSingleBillAttachmentFromPath(billId, filePath, "BILL"));
645
+ }
646
+ const paymentProofResults = [];
647
+ for (const filePath of paymentProofPaths) {
648
+ paymentProofResults.push(await uploadSingleBillAttachmentFromPath(billId, filePath, "BILL_PAYMENT_PROOF"));
649
+ }
650
+ out({
651
+ success: true,
652
+ billId,
653
+ count: invoiceResults.length + paymentProofResults.length,
654
+ invoiceAttachments: invoiceResults.map((result) => result.attachment),
655
+ paymentProofAttachments: paymentProofResults.map((result) => result.attachment),
656
+ results: [...invoiceResults, ...paymentProofResults],
428
657
  });
429
- out(confirmed);
430
658
  }
431
659
  export async function uploadQuotationAttachmentFromPath(projectId, filePath) {
432
660
  const buf = await readFile(filePath);
@@ -513,6 +741,9 @@ export async function uploadBudgetWinProofFromPath(budgetId, filePath, opts) {
513
741
  const result = await api.budget.updateBudgetStatus.mutate({
514
742
  id: budgetId,
515
743
  status: "ESTIMATE_ACCEPTED",
744
+ ...(opts?.projectManagerId !== undefined && {
745
+ projectManagerId: opts.projectManagerId,
746
+ }),
516
747
  ...(opts?.markProjectWon !== undefined && {
517
748
  markProjectWon: opts.markProjectWon,
518
749
  }),
@@ -1220,6 +1451,14 @@ export async function getProject(id) {
1220
1451
  out({ project, budgetsOverview, billsOverview });
1221
1452
  }
1222
1453
  export async function createProject(opts) {
1454
+ const links = await resolveCreateProjectLinks({
1455
+ name: opts.name,
1456
+ asanaTaskId: opts.asanaTaskId,
1457
+ asanaSearch: opts.asanaSearch,
1458
+ slackChannelId: opts.slackChannelId,
1459
+ slackChannelUrl: opts.slackChannelUrl,
1460
+ slackChannelName: opts.slackChannelName,
1461
+ });
1223
1462
  const result = await api.project.createProject.mutate({
1224
1463
  name: opts.name,
1225
1464
  description: opts.description,
@@ -1229,10 +1468,10 @@ export async function createProject(opts) {
1229
1468
  businessDevelopmentId: opts.businessDevelopmentId,
1230
1469
  venue: opts.venue,
1231
1470
  pax: opts.pax,
1232
- asanaTaskId: opts.asanaTaskId,
1233
- slackChannelId: opts.slackChannelId,
1234
- slackChannelUrl: opts.slackChannelUrl,
1235
- slackChannelName: opts.slackChannelName,
1471
+ asanaTaskId: links.asanaTaskId,
1472
+ slackChannelId: links.slackChannelId,
1473
+ slackChannelUrl: links.slackChannelUrl,
1474
+ slackChannelName: links.slackChannelName,
1236
1475
  dateRange: {
1237
1476
  from: new Date(opts.startDate),
1238
1477
  to: opts.endDate ? new Date(opts.endDate) : undefined,
@@ -1298,6 +1537,22 @@ export async function getSupplierAnalytics(opts) {
1298
1537
  out(result);
1299
1538
  }
1300
1539
  // --- Dashboard / analytics ---
1540
+ export async function createUser(input) {
1541
+ const user = await api.user.create.mutate(input);
1542
+ out(user);
1543
+ }
1544
+ export async function createApiKeyForUser(input) {
1545
+ const apiKey = await api.mcpApiKey.create.mutate(input);
1546
+ out(apiKey);
1547
+ }
1548
+ export async function listApiKeysForUser(input) {
1549
+ const apiKeys = await api.mcpApiKey.list.query(input);
1550
+ out(apiKeys);
1551
+ }
1552
+ export async function revokeApiKeyForUser(input) {
1553
+ const result = await api.mcpApiKey.revoke.mutate(input);
1554
+ out(result);
1555
+ }
1301
1556
  export async function listUsers() {
1302
1557
  const users = await api.user.getAllUsers.query();
1303
1558
  out(users);
package/dist/index.js CHANGED
@@ -2,9 +2,9 @@
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, 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";
5
+ import { addBudgetItems, approveBill, approveBudget, approveQuotation, approveSupplier, createApiKeyForUser, createBillApproval, createBillFromPayload, createBudgetApproval, createBudgetCategory, createBudgetFromPayload, createCompany, createContactPersonFromPayload, createEstimate, createItemCategory, createItemFromPayload, createProject, createQuotationFromPayload, createSupplierCertification, createSupplierFromPayload, createSupplierPaymentMethod, createSupplierRoleOption, createSupplierTagOption, createUser, 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, listApiKeysForUser, listApprovals, listBills, listBudgets, listCompanies, listContacts, listItemCategories, listItems, listProjects, listQuotations, listSuppliers, listUsers, markBudgetWonWithProof, patchBillInvoiceNumber, patchBillPayment, reactivateSuppliersByIds, rejectBill, rejectBudget, rejectQuotation, rejectSupplier, removeBudgetItem, reorderBudgetItemsCli, revokeApiKeyForUser, submitQuotation, updateBillFromPayload, updateBillStatus, updateBudgetCategory, updateBudgetCommissionFromPayload, updateBudgetDiscountFromPayload, updateBudgetFromPayload, updateBudgetItem, updateBudgetItemSupplierCli, updateBudgetStatus, updateCompanyFromPayload, updateContactPersonFromPayload, updateItemCategory, updateItemFromPayload, updateProjectFromPayload, updateProjectStatus, updateSupplierFromPayload, uploadBillAttachmentFromPath, uploadBillAttachmentsFromPaths, uploadBillDocumentsFromPaths, uploadBudgetAttachmentFromPath, uploadQuotationAttachmentFromPath, } from "./commands.js";
6
6
  import { getFlag, parseArgs } from "./parse-args.js";
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";
7
+ import { billStatusesForUpdateHelp, budgetStatusesForHelp, isBudgetStatusUpdate, parseApprovalTypeFlag, parseBillStatusForUpdate, parseCommaSeparatedBillStatuses, parseCommaSeparatedBudgetStatuses, parseCommaSeparatedIds, parseCommaSeparatedSupplierStatuses, parseOptionalBillListSortBy, parseOptionalBillListSortDir, parseOptionalDashboardRole, parseOptionalDeals, parseOptionalErrorSeverity, parseOptionalErrorStatus, parseOptionalExtendedProjectStatus, parseOptionalFinancialRole, parseOptionalSupplierAnalyticsTimeFrame, parseOptionalTimeFrame, parseProjectStatusForUpdate, parseUserRole, projectStatusesForHelp, userRolesForHelp, } from "./parse-cli-enums.js";
8
8
  import { parseJsonFlag, parseOptionalNumber as parseOptNum, } from "./parse-json-flag.js";
9
9
  function parsePositiveIntFlag(value, flagName) {
10
10
  if (value === undefined)
@@ -133,12 +133,12 @@ Budgets
133
133
  get-budget-details <id> Full detail (margins, suppliers, etc.)
134
134
  get-budget-categories
135
135
  get-budget-versions <budgetId>
136
- update-budget-status <id> <status> [--markProjectWon true|false] [--projectStatusOnCommercialRejection PITCH|LOST]
136
+ update-budget-status <id> <status> [--projectManagerId <id>] [--markProjectWon true|false] [--projectStatusOnCommercialRejection PITCH|LOST]
137
137
  Budget-changing commands require interactive "yes" confirmation when the current budget is ESTIMATE_CREATED, ESTIMATE_SENT, ESTIMATE_ACCEPTED, ESTIMATE_REJECTED, or ESTIMATE_CLOSED.
138
- ESTIMATE_ACCEPTED requires win proof, auto-marks PITCH or LOST projects WON, and auto-creates the Asana project/section when enabled.
138
+ ESTIMATE_ACCEPTED requires win proof, auto-marks PITCH or LOST projects WON, requires --projectManagerId when the project has no PM, and auto-creates the Asana project/section when enabled.
139
139
  ESTIMATE_REJECTED requires --projectStatusOnCommercialRejection when rejecting the only accepted/closed budget on a commercial project.
140
140
  status: ${budgetStatusesForHelp.join(", ")}
141
- mark-budget-won <budgetId> <filePath> [--markProjectWon true|false] Upload signed quote/PO proof and set status to ESTIMATE_ACCEPTED; PITCH or LOST projects become WON automatically
141
+ mark-budget-won <budgetId> <filePath> [--projectManagerId <id>] [--markProjectWon true|false] Upload signed quote/PO proof and set status to ESTIMATE_ACCEPTED; PITCH or LOST projects become WON automatically and require PM when none is assigned
142
142
  create-budget --payload '<json>' (budget.createBudget; Asana deal card is on the project)
143
143
  update-budget --payload '<json>' (budget.updateBudget; must include id)
144
144
  delete-budget <budgetId>
@@ -171,7 +171,9 @@ Bills
171
171
  Clear a field: --clearPaymentTrackingUrl true | --clearPaymentReference true | --clearQuickbooksBillId true | --clearPaymentDate true
172
172
  patch-bill-invoice-number <billId> <invoiceNumber>
173
173
  get-bill-attachments <billId>
174
- upload-bill-attachment <billId> <filePath> Presigned S3 upload + confirm (same flow as web UI)
174
+ upload-bill-attachment <billId> <filePath...> [--file <path>] [--files <csv>] Attach invoice/supporting files as BILL attachments to any bill status, including PAID bills
175
+ attach-bill-payment-receipt <billId> <filePath...> [--file <path>] [--files <csv>] Attach Wise/payment-proof PDFs as BILL_PAYMENT_PROOF attachments
176
+ attach-bill-documents <billId> [--invoice <path>] [--invoices <csv>] [--paymentProof|--payment-proof|--proof <path>] [--paymentProofs|--payment-proofs|--proofs <csv>] Attach invoice and/or payment proof files with separate BB attachment types
175
177
  get-bill-details <billId>
176
178
 
177
179
  Quotations
@@ -203,7 +205,7 @@ Companies & projects
203
205
  list-projects [--companyId] [--name] [--status] [--active true|false] [--page] [--perPage]
204
206
  Omit --active to include both active and inactive projects.
205
207
  get-project <id>
206
- create-project --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate <ISO> [--pax] [--endDate <ISO>] [--description]
208
+ create-project --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --startDate <ISO> [--asanaTaskId] [--asanaSearch <text>] [--slackChannelId --slackChannelUrl --slackChannelName] [--pax] [--endDate <ISO>] [--description]
207
209
  update-project --payload '<json>' (project.updateProject; optional requestQboAccountantNotification; default notify like web)
208
210
  delete-project <id>
209
211
  update-project-status <id> <status> [--projectManagerId <id>] [--projectManagerName <name>] [--wonOverrideReason <text>]
@@ -241,6 +243,10 @@ Suppliers & items
241
243
 
242
244
  Dashboard & users
243
245
  list-users
246
+ create-user --email <email> [--name <name>] [--role ${userRolesForHelp.join("|")}] (admin; API-only service identity with no Google sign-in)
247
+ create-api-key --userId <userId> --name <label> (admin; raw key is shown once)
248
+ list-api-keys [--userId <userId>] (admin; defaults to the caller)
249
+ revoke-api-key <apiKeyId> [--userId <userId>] (admin; --userId is required for another user's key)
244
250
  get-user-performance [--userId]
245
251
  get-dashboard [--userId] [--role BD|CREATOR|INSIDE_SALES|ALL] [--deals ALL|SUCCESSFUL|LOST] [--timeFrame] [--startDate] [--endDate]
246
252
  get-monthly-metrics [same optional flags as get-dashboard] (dashboard.getMonthlyMetrics)
@@ -336,6 +342,9 @@ async function main() {
336
342
  throw new Error("mark-budget-won requires <budgetId> <filePath>");
337
343
  }
338
344
  await markBudgetWonWithProof(budgetId, filePath, {
345
+ projectManagerId: getFlag(flags, "projectManagerId") !== undefined
346
+ ? String(getFlag(flags, "projectManagerId"))
347
+ : undefined,
339
348
  markProjectWon: parseOptionalBoolFlag(flags, "markProjectWon"),
340
349
  });
341
350
  break;
@@ -374,6 +383,9 @@ async function main() {
374
383
  throw new Error(`Invalid status. Use one of: ${budgetStatusesForHelp.join(", ")}`);
375
384
  }
376
385
  await updateBudgetStatus(id, status, {
386
+ projectManagerId: getFlag(flags, "projectManagerId") !== undefined
387
+ ? String(getFlag(flags, "projectManagerId"))
388
+ : undefined,
377
389
  markProjectWon: parseOptionalBoolFlag(flags, "markProjectWon"),
378
390
  projectStatusOnCommercialRejection: parseCommercialRejectionProjectStatus(flags),
379
391
  });
@@ -678,12 +690,71 @@ async function main() {
678
690
  await getBillAttachments(id);
679
691
  break;
680
692
  }
681
- case "upload-bill-attachment": {
682
- const [billId, filePath] = positional;
683
- if (!billId || !filePath) {
684
- throw new Error("upload-bill-attachment requires <billId> <filePath>");
693
+ case "upload-bill-attachment":
694
+ case "attach-bill-attachment":
695
+ case "attach-bill-payment-receipt": {
696
+ const [billId, ...positionalFilePaths] = positional;
697
+ const fileFlag = getFlag(flags, "file");
698
+ const filesFlag = getFlag(flags, "files");
699
+ const filePaths = [
700
+ ...positionalFilePaths,
701
+ ...(fileFlag !== undefined ? [String(fileFlag)] : []),
702
+ ...(filesFlag !== undefined
703
+ ? String(filesFlag)
704
+ .split(",")
705
+ .map((value) => value.trim())
706
+ .filter(Boolean)
707
+ : []),
708
+ ];
709
+ if (!billId || filePaths.length === 0) {
710
+ throw new Error(`${cmd} requires <billId> <filePath...> or --file/--files`);
711
+ }
712
+ const attachmentType = cmd === "attach-bill-payment-receipt" ? "BILL_PAYMENT_PROOF" : "BILL";
713
+ const [firstFilePath] = filePaths;
714
+ if (filePaths.length === 1 && firstFilePath !== undefined) {
715
+ await uploadBillAttachmentFromPath(billId, firstFilePath, attachmentType);
716
+ }
717
+ else {
718
+ await uploadBillAttachmentsFromPaths(billId, filePaths, attachmentType);
685
719
  }
686
- await uploadBillAttachmentFromPath(billId, filePath);
720
+ break;
721
+ }
722
+ case "attach-bill-documents": {
723
+ const billId = positional[0];
724
+ if (!billId)
725
+ throw new Error("attach-bill-documents requires <billId>");
726
+ const getFlagAlias = (...flagNames) => {
727
+ for (const flagName of flagNames) {
728
+ const value = getFlag(flags, flagName);
729
+ if (value !== undefined)
730
+ return value;
731
+ }
732
+ return undefined;
733
+ };
734
+ const parseFilesFlag = (...flagNames) => {
735
+ const raw = getFlagAlias(...flagNames);
736
+ if (raw === undefined)
737
+ return [];
738
+ return String(raw)
739
+ .split(",")
740
+ .map((value) => value.trim())
741
+ .filter(Boolean);
742
+ };
743
+ const invoicePath = getFlagAlias("invoice", "invoice-file");
744
+ const paymentProofPath = getFlagAlias("paymentProof", "payment-proof", "proof", "receipt");
745
+ const invoicePaths = [
746
+ ...(invoicePath !== undefined ? [String(invoicePath)] : []),
747
+ ...parseFilesFlag("invoices", "invoice-files"),
748
+ ];
749
+ const paymentProofPaths = [
750
+ ...(paymentProofPath !== undefined ? [String(paymentProofPath)] : []),
751
+ ...parseFilesFlag("paymentProofs", "payment-proofs", "proofs", "receipts"),
752
+ ];
753
+ await uploadBillDocumentsFromPaths({
754
+ billId,
755
+ invoicePaths,
756
+ paymentProofPaths,
757
+ });
687
758
  break;
688
759
  }
689
760
  case "get-bill-details": {
@@ -908,6 +979,7 @@ async function main() {
908
979
  const venue = getFlag(flags, "venue");
909
980
  const pax = getFlag(flags, "pax");
910
981
  const asanaTaskId = getFlag(flags, "asanaTaskId");
982
+ const asanaSearch = getFlag(flags, "asanaSearch");
911
983
  const slackChannelId = getFlag(flags, "slackChannelId");
912
984
  const slackChannelUrl = getFlag(flags, "slackChannelUrl");
913
985
  const slackChannelName = getFlag(flags, "slackChannelName");
@@ -921,12 +993,8 @@ async function main() {
921
993
  !insideSalesId ||
922
994
  !businessDevelopmentId ||
923
995
  !venue ||
924
- !asanaTaskId ||
925
- !slackChannelId ||
926
- !slackChannelUrl ||
927
- !slackChannelName ||
928
996
  !startDate) {
929
- throw new Error("create-project requires --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate (ISO/datetime flags as appropriate); optional --pax and --endDate");
997
+ throw new Error("create-project requires --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --startDate (ISO/datetime flags as appropriate); optional --asanaTaskId, --asanaSearch, --pax and --endDate");
930
998
  }
931
999
  await createProject({
932
1000
  name,
@@ -937,6 +1005,7 @@ async function main() {
937
1005
  venue,
938
1006
  pax,
939
1007
  asanaTaskId,
1008
+ asanaSearch,
940
1009
  slackChannelId,
941
1010
  slackChannelUrl,
942
1011
  slackChannelName,
@@ -1167,6 +1236,42 @@ async function main() {
1167
1236
  await listUsers();
1168
1237
  break;
1169
1238
  }
1239
+ case "create-user": {
1240
+ const email = getFlag(flags, "email");
1241
+ if (!email) {
1242
+ throw new Error(`create-user requires --email <email> [--name <name>] [--role ${userRolesForHelp.join("|")}]`);
1243
+ }
1244
+ await createUser({
1245
+ email,
1246
+ name: getFlag(flags, "name"),
1247
+ role: parseUserRole(getFlag(flags, "role")),
1248
+ });
1249
+ break;
1250
+ }
1251
+ case "create-api-key": {
1252
+ const userId = getFlag(flags, "userId");
1253
+ const name = getFlag(flags, "name");
1254
+ if (!userId || !name) {
1255
+ throw new Error("create-api-key requires --userId <userId> --name <label>");
1256
+ }
1257
+ await createApiKeyForUser({ userId, name });
1258
+ break;
1259
+ }
1260
+ case "list-api-keys": {
1261
+ await listApiKeysForUser({ userId: getFlag(flags, "userId") });
1262
+ break;
1263
+ }
1264
+ case "revoke-api-key": {
1265
+ const id = positional[0];
1266
+ if (!id) {
1267
+ throw new Error("revoke-api-key requires <apiKeyId> [--userId <userId>]");
1268
+ }
1269
+ await revokeApiKeyForUser({
1270
+ id,
1271
+ userId: getFlag(flags, "userId"),
1272
+ });
1273
+ break;
1274
+ }
1170
1275
  case "get-user-performance": {
1171
1276
  await getUserPerformance(getFlag(flags, "userId"));
1172
1277
  break;
@@ -1,8 +1,9 @@
1
1
  import { BudgetRole, Deals, ExtendedApprovalStatus, ExtendedBillStatus, ExtendedErrorSeverity, ExtendedErrorStatus, ExtendedProjectStatus, TimeFrame, } from "./filter-enums.js";
2
- import { BillStatus, BudgetStatus, ProjectStatus } from "./prisma-enums.js";
2
+ import { BillStatus, BudgetStatus, ProjectStatus, UserRole, } from "./prisma-enums.js";
3
3
  const BUDGET_STATUS_VALUES = new Set(Object.values(BudgetStatus));
4
4
  const BILL_STATUS_VALUES = new Set(Object.values(BillStatus));
5
5
  const PROJECT_STATUS_VALUES = new Set(Object.values(ProjectStatus));
6
+ const USER_ROLE_VALUES = new Set(Object.values(UserRole));
6
7
  const EXTENDED_PROJECT_STATUS_VALUES = new Set(Object.values(ExtendedProjectStatus));
7
8
  const DASHBOARD_ROLE_VALUES = new Set([
8
9
  "BD",
@@ -52,6 +53,15 @@ export function parseProjectStatusForUpdate(raw) {
52
53
  }
53
54
  return raw;
54
55
  }
56
+ export function parseUserRole(raw) {
57
+ if (raw === undefined || raw === "")
58
+ return UserRole.USER;
59
+ const normalizedRole = raw.trim().toUpperCase();
60
+ if (!USER_ROLE_VALUES.has(normalizedRole)) {
61
+ throw new Error(`Invalid user role "${raw}". Use one of: ${[...USER_ROLE_VALUES].join(", ")}.`);
62
+ }
63
+ return normalizedRole;
64
+ }
55
65
  export function parseOptionalExtendedProjectStatus(raw) {
56
66
  if (raw === undefined || raw === "")
57
67
  return undefined;
@@ -233,3 +243,4 @@ export const budgetStatusesForHelp = Object.values(BudgetStatus);
233
243
  export const billStatusesForHelp = Object.values(BillStatus);
234
244
  export const billStatusesForUpdateHelp = Object.values(BillStatus).filter((s) => s !== BillStatus.PENDING_APPROVAL);
235
245
  export const projectStatusesForHelp = Object.values(ProjectStatus);
246
+ export const userRolesForHelp = Object.values(UserRole);
@@ -36,6 +36,13 @@ export const ApprovalType = {
36
36
  CUSTOMER_INVOICE: "CUSTOMER_INVOICE",
37
37
  QUOTATION: "QUOTATION",
38
38
  };
39
+ export const UserRole = {
40
+ USER: "USER",
41
+ LEAD: "LEAD",
42
+ ADMIN: "ADMIN",
43
+ INSIDE_SALES: "INSIDE_SALES",
44
+ ACCOUNTING_TEAM: "ACCOUNTING_TEAM",
45
+ };
39
46
  export const ErrorSeverity = {
40
47
  LOW: "LOW",
41
48
  MEDIUM: "MEDIUM",
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@go-labs-sg/bb",
3
- "version": "1.15.0",
3
+ "version": "1.17.0",
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",