@go-labs-sg/bb 1.2.9 → 1.4.0

package/dist/commands.js

@@ -44,12 +44,66 @@ export async function getBudget(id) {
     out({ budget, items });
 }
 export async function updateBudgetStatus(budgetId, status) {
+    if (status === "ESTIMATE_ACCEPTED") {
+        throw new Error("Use mark-budget-won <budgetId> <filePath> so proof upload is included before setting ESTIMATE_ACCEPTED.");
+    }
     const result = await api.budget.updateBudgetStatus.mutate({
         id: budgetId,
         status,
     });
     out(result);
 }
+const assertBudgetActionReadiness = async ({ budgetId, requireQuickbooksProject, actionLabel, }) => {
+    const budget = await api.budget.getBudget.query({ id: budgetId });
+    const hasNoItems = budget.budgetItems.length === 0;
+    if (hasNoItems) {
+        throw new Error(`Cannot ${actionLabel}: there are no line items in this budget.`);
+    }
+    const hasZeroCostItems = budget.budgetItems.some((item) => Number(item.cost ?? 0) === 0);
+    if (hasZeroCostItems) {
+        throw new Error(`Cannot ${actionLabel}: all line items must have a cost greater than zero.`);
+    }
+    const inactiveSuppliers = budget.budgetItems
+        .filter((item) => !item.supplier.active)
+        .map((item) => item.supplier.name);
+    const uniqueInactiveSuppliers = [...new Set(inactiveSuppliers)];
+    if (uniqueInactiveSuppliers.length > 0) {
+        throw new Error(`Cannot ${actionLabel}: inactive suppliers found (${uniqueInactiveSuppliers.join(", ")}).`);
+    }
+    if (requireQuickbooksProject && !budget.project.quickbooksProjectId) {
+        throw new Error("Cannot create estimate: project is not linked to QuickBooks yet.");
+    }
+};
+const runBudgetPreflight = async (budgetId, preflight) => {
+    if (!preflight)
+        return;
+    if (preflight.company) {
+        await api.company.updateCompany.mutate(preflight.company);
+    }
+    if (preflight.contactPerson) {
+        await api.contactPerson.updateContactPerson.mutate(preflight.contactPerson);
+    }
+    if (preflight.eventDetails) {
+        const budget = await api.budget.getBudget.query({ id: budgetId });
+        await api.budget.updateBudget.mutate({
+            id: budget.id,
+            name: budget.name,
+            date: new Date(preflight.eventDetails.date),
+            startTime: new Date(preflight.eventDetails.startTime),
+            endTime: new Date(preflight.eventDetails.endTime),
+            pax: String(budget.pax),
+            venue: budget.venue,
+            budget: String(budget.budget),
+            categoryId: budget.categoryId,
+            paymentTerm: budget.paymentTerm,
+            insideSalesId: budget.insideSalesId ?? budget.insideSales.id,
+            businessDevelopmentId: budget.businessDevelopmentId ?? budget.businessDevelopment.id,
+            pipedriveDealId: budget.pipedriveDealId ?? undefined,
+            asanaTaskId: budget.asanaTaskId ?? "",
+            projectId: budget.projectId,
+        });
+    }
+};
 export async function listBills(opts) {
     const input = {
         projectId: opts.projectId,
@@ -264,6 +318,38 @@ export async function uploadBudgetAttachmentFromPath(budgetId, filePath) {
     });
     out(confirmed);
 }
+export async function uploadBudgetWinProofFromPath(budgetId, filePath) {
+    const buf = await readFile(filePath);
+    const fileName = basename(filePath);
+    const size = buf.byteLength;
+    const { uploadUrl, key } = await api.attachment.requestBudgetWinProofUpload.mutate({
+        budgetId,
+        fileName,
+        size,
+    });
+    const res = await fetch(uploadUrl, {
+        method: "PUT",
+        body: buf,
+        headers: { "Content-Type": contentTypeHeaderForFileName(fileName) },
+    });
+    if (!res.ok) {
+        throw new Error(`S3 upload failed: HTTP ${res.status} ${(await res.text()).slice(0, 500)}`);
+    }
+    await api.attachment.confirmBudgetWinProofAttachment.mutate({
+        budgetId,
+        key,
+        name: fileName,
+        size,
+    });
+    const result = await api.budget.updateBudgetStatus.mutate({
+        id: budgetId,
+        status: "ESTIMATE_ACCEPTED",
+    });
+    out(result);
+}
+export async function markBudgetWonWithProof(budgetId, filePath) {
+    await uploadBudgetWinProofFromPath(budgetId, filePath);
+}
 export async function getBillDetails(id) {
     const result = await api.bill.getById.query({ id });
     out(result);
@@ -297,7 +383,13 @@ export async function getBudgetVersions(budgetId) {
     });
     out(versions);
 }
-export async function createBudgetApproval(budgetId) {
+export async function createBudgetApproval(budgetId, preflight) {
+    await runBudgetPreflight(budgetId, preflight);
+    await assertBudgetActionReadiness({
+        budgetId,
+        requireQuickbooksProject: false,
+        actionLabel: "request approval",
+    });
     const result = await api.budget.createBudgetApproval.mutate({ budgetId });
     const approvalIds = (result.results ?? []).map((item) => ({ id: item.id }));
     let email;
@@ -322,6 +414,16 @@ export async function createBudgetApproval(budgetId) {
         email,
     });
 }
+export async function createEstimate(budgetId, preflight) {
+    await runBudgetPreflight(budgetId, preflight);
+    await assertBudgetActionReadiness({
+        budgetId,
+        requireQuickbooksProject: true,
+        actionLabel: "create estimate",
+    });
+    const result = await api.quickbooks.createEstimate.mutate({ budgetId });
+    out(result);
+}
 export async function getBudgetDetails(budgetId) {
     const detail = await api.budget.getBudgetDetail.query({ id: budgetId });
     out(detail);

package/dist/index.js

@@ -2,7 +2,7 @@
 import "./load-env.js";
 import { requireApiKey } from "./api-client.js";
 import { consumeCliQuietFlags, logCliAction, sanitizeFlagsForTrace, setCliQuiet, shouldLogCliActions, } from "./cli-trace.js";
-import { addBudgetItems, approveBill, approveBudget, approveSupplier, createBillApproval, createBillFromPayload, createBudgetApproval, createBudgetCategory, createBudgetFromPayload, createCompany, createContactPersonFromPayload, 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, patchBillInvoiceNumber, patchBillPayment, 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";
+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, 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";
 import { getFlag, parseArgs } from "./parse-args.js";
 import { billStatusesForUpdateHelp, budgetStatusesForHelp, isBudgetStatusUpdate, parseApprovalTypeFlag, parseBillStatusForUpdate, parseCommaSeparatedBillStatuses, parseCommaSeparatedBudgetStatuses, parseCommaSeparatedIds, parseOptionalBillListSortBy, parseOptionalBillListSortDir, parseOptionalDashboardRole, parseOptionalDeals, parseOptionalErrorSeverity, parseOptionalErrorStatus, parseOptionalExtendedProjectStatus, parseOptionalFinancialRole, parseOptionalSupplierAnalyticsTimeFrame, parseOptionalTimeFrame, parseProjectStatusForUpdate, projectStatusesForHelp, } from "./parse-cli-enums.js";
 import { parseJsonFlag, parseOptionalNumber as parseOptNum, } from "./parse-json-flag.js";
@@ -76,10 +76,12 @@ Budgets
   get-budget-versions <budgetId>
   update-budget-status <id> <status>
     status: ${budgetStatusesForHelp.join(", ")}
+  mark-budget-won <budgetId> <filePath>   Upload signed quote/PO proof and set status to ESTIMATE_ACCEPTED
   create-budget              --payload '<json>'  (budget.createBudget; ISO dates for date/startTime/endTime)
   update-budget              --payload '<json>'  (budget.updateBudget; must include id)
   delete-budget <budgetId>
   create-budget-approval <budgetId>   (also sends approval request emails)
+  create-estimate <budgetId>          (creates QuickBooks estimate; supports preflight updates)
   add-budget-items           --budgetId --items '[{"itemId":"…","quantity":1,"markup":30},…]'
   update-budget-item         --id <budgetItemId> [--description] [--note] [--quantity] [--markup] [--cost] [--unitPrice] [--isFreeOfCharge true|false] [--gstInclusive true|false]
   remove-budget-item <budgetItemId>
@@ -248,6 +250,14 @@ async function main() {
                 await uploadBudgetAttachmentFromPath(budgetId, filePath);
                 break;
             }
+            case "mark-budget-won": {
+                const [budgetId, filePath] = positional;
+                if (!budgetId || !filePath) {
+                    throw new Error("mark-budget-won requires <budgetId> <filePath>");
+                }
+                await markBudgetWonWithProof(budgetId, filePath);
+                break;
+            }
             case "get-budget-items": {
                 const id = positional[0];
                 if (!id)
@@ -288,7 +298,40 @@ async function main() {
                 const id = positional[0];
                 if (!id)
                     throw new Error("create-budget-approval requires <budgetId>");
-                await createBudgetApproval(id);
+                const companyPayloadRaw = getFlag(flags, "companyPayload");
+                const contactPayloadRaw = getFlag(flags, "contactPayload");
+                const eventPayloadRaw = getFlag(flags, "eventPayload");
+                await createBudgetApproval(id, {
+                    company: companyPayloadRaw !== undefined
+                        ? parseJsonFlag(String(companyPayloadRaw), "--companyPayload")
+                        : undefined,
+                    contactPerson: contactPayloadRaw !== undefined
+                        ? parseJsonFlag(String(contactPayloadRaw), "--contactPayload")
+                        : undefined,
+                    eventDetails: eventPayloadRaw !== undefined
+                        ? parseJsonFlag(String(eventPayloadRaw), "--eventPayload")
+                        : undefined,
+                });
+                break;
+            }
+            case "create-estimate": {
+                const id = positional[0];
+                if (!id)
+                    throw new Error("create-estimate requires <budgetId>");
+                const companyPayloadRaw = getFlag(flags, "companyPayload");
+                const contactPayloadRaw = getFlag(flags, "contactPayload");
+                const eventPayloadRaw = getFlag(flags, "eventPayload");
+                await createEstimate(id, {
+                    company: companyPayloadRaw !== undefined
+                        ? parseJsonFlag(String(companyPayloadRaw), "--companyPayload")
+                        : undefined,
+                    contactPerson: contactPayloadRaw !== undefined
+                        ? parseJsonFlag(String(contactPayloadRaw), "--contactPayload")
+                        : undefined,
+                    eventDetails: eventPayloadRaw !== undefined
+                        ? parseJsonFlag(String(eventPayloadRaw), "--eventPayload")
+                        : undefined,
+                });
                 break;
             }
             case "create-budget": {

package/dist/parse-mutation-payload.js

@@ -113,8 +113,15 @@ export function parseCreateBillPayload(raw) {
     const vr = o.verificationResults;
     if (vr !== undefined && vr !== null) {
         const v = requireObject(vr, "verificationResults");
+        const verificationResultStatus = v.status;
+        if (verificationResultStatus !== "PENDING" &&
+            verificationResultStatus !== "PASS" &&
+            verificationResultStatus !== "FAIL" &&
+            verificationResultStatus !== "MANUAL_REVIEW") {
+            throw new Error("create-bill payload.verificationResults.status must be PENDING | PASS | FAIL | MANUAL_REVIEW.");
+        }
         verificationResults = {
-            status: v.status,
+            status: verificationResultStatus,
             extractedAmount: v.extractedAmount === null || v.extractedAmount === undefined
                 ? null
                 : Number(v.extractedAmount),
@@ -124,6 +131,9 @@ export function parseCreateBillPayload(raw) {
             confidence: v.confidence === null || v.confidence === undefined
                 ? null
                 : Number(v.confidence),
+            failureReason: v.failureReason === null || v.failureReason === undefined
+                ? null
+                : String(v.failureReason),
         };
     }
     const verificationStatus = o.verificationStatus;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@go-labs-sg/bb",
-  "version": "1.2.9",
+  "version": "1.4.0",
   "description": "Budget Builder CLI — list budgets, bills, approvals, suppliers; approve bills; change status. For AI agents (e.g. Chuck/OpenClaw).",
   "type": "module",
   "main": "./dist/index.js",