@go-labs-sg/bb 1.4.0 → 1.6.1

package/README.md

@@ -1,6 +1,8 @@
 # bb
 
-Command-line interface for **Budget Builder**. Call budgets, bills, approvals, suppliers, dashboard, and more from your terminal or from tools that don’t support MCP (e.g. some AI agents). Responses are JSON on stdout.
+Command-line interface for **Budget Builder**. Call budgets, bills, claims, approvals, suppliers, dashboard, and more from your terminal or from tools that don’t support MCP (e.g. some AI agents). Responses are JSON on stdout.
+
+For AI agents: bills and claims are stored as the same underlying bill records. Use the `isClaimable` column/flag to distinguish them: `isClaimable=false` means a normal bill, while `isClaimable=true` means a reimbursable claim.
 
 **Registry:** [`@go-labs-sg/bb`](https://www.npmjs.com/package/@go-labs-sg/bb)
 
@@ -50,16 +52,16 @@ Global options and flags use `--key=value` or `--key value` (see `bb help`).
 
 **Authoritative command list:** run `bb help` — it includes every command, positional args, and flags. MCP exposes a subset of the same tRPC surface; the CLI additionally includes a few procedures mainly used by the web UI (e.g. `reorder-budget-items`, `update-budget-item-supplier`). You can also use MCP-style `snake_case` (e.g. `bb list_bills`); it is normalized to kebab-case.
 
-**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.
+**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. 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).
 
 ### Command overview
 
 | Area | Commands (non-exhaustive) |
 | --- | --- |
 | **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`, `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`) |
-| **Bills** | `list-bills`, `list-claims`, `create-bill` (`--payload`), `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` |
+| **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` |
 | **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) |
-| **Companies & projects** | `list-companies`, `get-company`, `create-company`, `update-company` (`--payload`), `delete-company`, `list-projects`, `get-project`, `create-project` (`--asanaTaskId`, `--slackChannelId`, `--slackChannelUrl`, `--slackChannelName`, …; optional `--requestQboAccountantNotification false` to skip QBO accountant emails), `update-project` (`--payload`, optional `requestQboAccountantNotification` in JSON), `delete-project`, `update-project-status` (`<id>` `<status>`: `PITCH` \| `EVENT` \| `COMPLETED` \| `LOST`) |
+| **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`, `--pax`, `--asanaTaskId`, `--slackChannelId`, `--slackChannelUrl`, `--slackChannelName`, `--startDate` as ISO datetime for project/window start; 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`) |
 | **Contacts** | `list-contacts`, `create-contact-person` (`--payload`), `update-contact-person` (`--payload`) |
 | **Suppliers & items** | `list-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), `create-certification` / `create-payment-method` / `create-supplier-role` / `create-supplier-tag` (`--name`), `get-supplier-details`, `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) |
 | **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

@@ -14,6 +14,11 @@ function isPendingRequest(n) {
 const out = (data) => {
     console.log(JSON.stringify(data, null, 2));
 };
+const combineDateAndTime = (day, time) => {
+    const d = new Date(day);
+    d.setHours(time.getHours(), time.getMinutes(), time.getSeconds(), 0);
+    return d;
+};
 /** Extension-based MIME, like browser `File.type` when the OS provides it */
 const contentTypeHeaderForFileName = (fileName) => {
     const ct = contentType(fileName);
@@ -85,23 +90,38 @@ const runBudgetPreflight = async (budgetId, preflight) => {
     }
     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,
+        const project = await api.project.getProjectById.query({
+            id: budget.projectId,
         });
+        const day = new Date(preflight.eventDetails.date);
+        const start = new Date(preflight.eventDetails.startTime);
+        const end = new Date(preflight.eventDetails.endTime);
+        const payload = {
+            id: project.id,
+            name: project.name,
+            description: project.description ?? undefined,
+            dateRange: {
+                from: combineDateAndTime(day, start),
+                to: combineDateAndTime(day, end),
+            },
+            companyId: project.companyId,
+            contactPersonId: project.contactPersonId,
+            asanaTaskId: project.asanaTaskId ?? "",
+            insideSalesId: project.insideSalesId ?? "",
+            businessDevelopmentId: project.businessDevelopmentId ?? "",
+            venue: project.venue ?? "",
+            pax: String(project.pax),
+            ...(project.slackChannelId &&
+                project.slackChannelUrl &&
+                project.slackChannelName
+                ? {
+                    slackChannelId: project.slackChannelId,
+                    slackChannelUrl: project.slackChannelUrl,
+                    slackChannelName: project.slackChannelName,
+                }
+                : {}),
+        };
+        await api.project.updateProject.mutate(payload);
     }
 };
 export async function listBills(opts) {
@@ -864,6 +884,10 @@ export async function createProject(opts) {
         description: opts.description,
         companyId: opts.companyId,
         contactPersonId: opts.contactPersonId,
+        insideSalesId: opts.insideSalesId,
+        businessDevelopmentId: opts.businessDevelopmentId,
+        venue: opts.venue,
+        pax: opts.pax,
         asanaTaskId: opts.asanaTaskId,
         slackChannelId: opts.slackChannelId,
         slackChannelUrl: opts.slackChannelUrl,
@@ -878,8 +902,15 @@ export async function createProject(opts) {
     });
     out(result);
 }
-export async function updateProjectStatus(id, status) {
-    const result = await api.project.updateProjectStatus.mutate({ id, status });
+export async function updateProjectStatus(id, status, opts) {
+    const result = await api.project.updateProjectStatus.mutate({
+        id,
+        status,
+        ...(opts?.projectManagerId && { projectManagerId: opts.projectManagerId }),
+        ...(opts?.projectManagerName && {
+            projectManagerName: opts.projectManagerName,
+        }),
+    });
     out(result);
 }
 // --- Contacts ---
@@ -1017,7 +1048,10 @@ export async function getApprovedBudgets(opts) {
         const revenue = calc.totalSellingAfterDiscount ?? 0;
         const cost = calc.totalCostWithoutGst ?? 0;
         const gp = calc.gpPercentage ?? 0;
-        const date = b.date instanceof Date ? b.date.toISOString() : String(b.date);
+        const startDate = b.project.startDate;
+        const date = startDate instanceof Date
+            ? startDate.toISOString()
+            : String(startDate ?? "");
         const createdAt = b.createdAt instanceof Date
             ? b.createdAt.toISOString()
             : String(b.createdAt);
@@ -1027,7 +1061,7 @@ export async function getApprovedBudgets(opts) {
             categoryId: b.categoryId,
             company: b.project?.company?.name,
             date,
-            pax: b.pax,
+            pax: b.project.pax,
             revenue: Number(revenue.toFixed(2)),
             cost: Number(cost.toFixed(2)),
             gpPercentage: Number(gp.toFixed(2)),

package/dist/index.js

@@ -59,7 +59,7 @@ function parseDashboardQueryFlags(flags) {
 }
 function printHelp() {
     const help = `
-bb — Budget Builder CLI (parity with MCP tools)
+bb — Budget Builder CLI for AI agents (parity with MCP tools)
 
 Usage: bb <command> [options] [args]
 
@@ -77,7 +77,7 @@ Budgets
   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)
+  create-budget              --payload '<json>'  (budget.createBudget; Asana deal card is on the project)
   update-budget              --payload '<json>'  (budget.updateBudget; must include id)
   delete-budget <budgetId>
   create-budget-approval <budgetId>   (also sends approval request emails)
@@ -97,8 +97,9 @@ Budgets
 Bills
   list-bills                 [--projectId] [--budgetId] [--status CSV] [--search <text>] [--isClaimable true|false] [--createdByIds <csv>] [--sortBy createdAt|amount|status] [--sortDir asc|desc] [--page] [--pageSize]
   list-claims                same flags as list-bills; only reimbursable claims (ignores --isClaimable)
+    isClaimable differentiates the shared bill/claim records: false = bill, true = claim.
   create-bill-approval <billId>       (also sends approval request emails)
-  create-bill                --payload '<json>'  (bill.create; use upload-bill-attachment after create to add files)
+  create-bill                --payload '<json>'  (bill.create; payload.isClaimable false = bill, true = claim; use upload-bill-attachment after create to add files)
   update-bill                --payload '<json>'  (bill.update; must include id)
   delete-bill <billId>
   update-bill-status <id> <status> [--rejectionReason] [--paymentTrackingUrl] [--paymentReference]
@@ -127,10 +128,11 @@ Companies & projects
   delete-company <id>
   list-projects              [--companyId] [--name] [--status] [--page] [--perPage]
   get-project <id>
-  create-project             --name --companyId --contactPersonId --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate <ISO> [--endDate] [--description] [--requestQboAccountantNotification false]
+  create-project             --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --pax --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate <ISO> [--endDate <ISO>] [--description] [--requestQboAccountantNotification false]
   update-project             --payload '<json>'  (project.updateProject; optional requestQboAccountantNotification; default notify like web)
   delete-project <id>
-  update-project-status <id> <status>
+  update-project-status <id> <status> [--projectManagerId <id>] [--projectManagerName <name>]
+    Required when moving PITCH → WON: supply --projectManagerId or --projectManagerName.
     status: ${projectStatusesForHelp.join(", ")}
 
 Contacts
@@ -734,6 +736,10 @@ async function main() {
                 const name = getFlag(flags, "name");
                 const companyId = getFlag(flags, "companyId");
                 const contactPersonId = getFlag(flags, "contactPersonId");
+                const insideSalesId = getFlag(flags, "insideSalesId");
+                const businessDevelopmentId = getFlag(flags, "businessDevelopmentId");
+                const venue = getFlag(flags, "venue");
+                const pax = getFlag(flags, "pax");
                 const asanaTaskId = getFlag(flags, "asanaTaskId");
                 const slackChannelId = getFlag(flags, "slackChannelId");
                 const slackChannelUrl = getFlag(flags, "slackChannelUrl");
@@ -742,17 +748,25 @@ async function main() {
                 if (!name ||
                     !companyId ||
                     !contactPersonId ||
+                    !insideSalesId ||
+                    !businessDevelopmentId ||
+                    !venue ||
+                    !pax ||
                     !asanaTaskId ||
                     !slackChannelId ||
                     !slackChannelUrl ||
                     !slackChannelName ||
                     !startDate) {
-                    throw new Error("create-project requires --name --companyId --contactPersonId --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate (ISO)");
+                    throw new Error("create-project requires --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --pax --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate (ISO/datetime flags as appropriate); optional --endDate");
                 }
                 await createProject({
                     name,
                     companyId,
                     contactPersonId,
+                    insideSalesId,
+                    businessDevelopmentId,
+                    venue,
+                    pax,
                     asanaTaskId,
                     slackChannelId,
                     slackChannelUrl,
@@ -785,7 +799,12 @@ async function main() {
                 if (!id || !statusRaw) {
                     throw new Error("update-project-status requires <id> <status>");
                 }
-                await updateProjectStatus(id, parseProjectStatusForUpdate(statusRaw));
+                const pmIdFlag = getFlag(flags, "projectManagerId");
+                const pmNameFlag = getFlag(flags, "projectManagerName");
+                await updateProjectStatus(id, parseProjectStatusForUpdate(statusRaw), {
+                    ...(pmIdFlag && { projectManagerId: String(pmIdFlag) }),
+                    ...(pmNameFlag && { projectManagerName: String(pmNameFlag) }),
+                });
                 break;
             }
             case "list-contacts": {

package/dist/parse-mutation-payload.js

@@ -33,23 +33,15 @@ function requiredString(value, fieldLabel) {
     }
     return t;
 }
-/** Matches budget.createBudget — dates may be ISO strings in JSON. */
+/** Matches budget.createBudget — optional pipedriveDealId; Asana deal is project.asanaTaskId. */
 export function parseCreateBudgetPayload(raw) {
     const o = requireObject(raw, "create-budget payload");
     return {
         name: requiredString(o.name, "create-budget payload.name"),
-        date: toDate(o.date, "date"),
-        startTime: toDate(o.startTime, "startTime"),
-        endTime: toDate(o.endTime, "endTime"),
-        pax: requiredString(o.pax, "create-budget payload.pax"),
-        venue: requiredString(o.venue, "create-budget payload.venue"),
         budget: requiredString(o.budget, "create-budget payload.budget"),
         paymentTerm: requiredString(o.paymentTerm, "create-budget payload.paymentTerm"),
         categoryId: requiredString(o.categoryId, "create-budget payload.categoryId"),
         projectId: requiredString(o.projectId, "create-budget payload.projectId"),
-        insideSalesId: requiredString(o.insideSalesId, "create-budget payload.insideSalesId"),
-        businessDevelopmentId: requiredString(o.businessDevelopmentId, "create-budget payload.businessDevelopmentId"),
-        asanaTaskId: requiredString(o.asanaTaskId, "create-budget payload.asanaTaskId"),
         sourceBudgetId: optionalString(o.sourceBudgetId),
         pipedriveDealId: optionalString(o.pipedriveDealId),
     };
@@ -200,6 +192,18 @@ export function parseUpdateProjectPayload(raw) {
     else if (notification !== undefined && notification !== null) {
         throw new Error("update-project payload.requestQboAccountantNotification must be a boolean when set.");
     }
+    const slackChannelId = optionalString(o.slackChannelId);
+    const slackChannelUrl = optionalString(o.slackChannelUrl);
+    const slackChannelName = optionalString(o.slackChannelName);
+    const slackPatch = slackChannelId !== undefined &&
+        slackChannelUrl !== undefined &&
+        slackChannelName !== undefined
+        ? {
+            slackChannelId,
+            slackChannelUrl,
+            slackChannelName,
+        }
+        : {};
     return {
         id: requiredString(o.id, "update-project payload.id"),
         name: requiredString(o.name, "update-project payload.name"),
@@ -207,12 +211,17 @@ export function parseUpdateProjectPayload(raw) {
         companyId: requiredString(o.companyId, "update-project payload.companyId"),
         contactPersonId: requiredString(o.contactPersonId, "update-project payload.contactPersonId"),
         asanaTaskId: requiredString(o.asanaTaskId, "update-project payload.asanaTaskId"),
+        insideSalesId: requiredString(o.insideSalesId, "update-project payload.insideSalesId"),
+        businessDevelopmentId: requiredString(o.businessDevelopmentId, "update-project payload.businessDevelopmentId"),
+        venue: requiredString(o.venue, "update-project payload.venue"),
+        pax: requiredString(o.pax, "update-project payload.pax"),
         dateRange: {
             from: toDate(range.from, "dateRange.from"),
             to: range.to === undefined || range.to === null
                 ? undefined
                 : toDate(range.to, "dateRange.to"),
         },
+        ...slackPatch,
         ...(requestQboAccountantNotification !== undefined && {
             requestQboAccountantNotification,
         }),

package/dist/prisma-enums.js

@@ -8,7 +8,7 @@ export const EstimationMode = {
 };
 export const ProjectStatus = {
     PITCH: "PITCH",
-    EVENT: "EVENT",
+    WON: "WON",
     COMPLETED: "COMPLETED",
     LOST: "LOST",
 };

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@go-labs-sg/bb",
-  "version": "1.4.0",
-  "description": "Budget Builder CLI — list budgets, bills, approvals, suppliers; approve bills; change status. For AI agents (e.g. Chuck/OpenClaw).",
+  "version": "1.6.1",
+  "description": "Budget Builder CLI for AI agents — manage budgets, bills, and claims; bill records use isClaimable=false for bills and isClaimable=true for claims.",
   "type": "module",
   "main": "./dist/index.js",
   "bin": {
@@ -21,7 +21,7 @@
     "postpack": "node scripts/restore-package-json.js"
   },
   "dependencies": {
-    "@trpc/client": "^11.16.0",
+    "@trpc/client": "^11.17.0",
     "dotenv": "^17.4.2",
     "mime-types": "^3.0.2",
     "superjson": "^2.2.6"