@go-labs-sg/bb 1.7.0 → 1.8.0

package/README.md

@@ -43,7 +43,7 @@ The CLI talks to the production API: `https://budget-builder.getout.events`.
 bb help
 bb list-budgets
 bb get-budget <budget-id>
-bb update-budget-status <budget-id> <status> [--markProjectWon true]
+bb update-budget-status <budget-id> <status> [--markProjectWon true] [--projectStatusOnCommercialRejection PITCH|LOST]
 bb list-bills
 bb approve-bill <bill-id>
 bb list-approvals
@@ -54,13 +54,15 @@ 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.
 
+**Budget status automation:** Setting a budget to `ESTIMATE_ACCEPTED` requires a confirmed win-proof attachment. If the parent project is `PITCH` or `LOST`, the API now marks it `WON` automatically and, when the `asana-tasks` feature flag is enabled, creates the Asana project/section/tasks automatically. When rejecting the only accepted/closed budget on a commercial project, pass `--projectStatusOnCommercialRejection PITCH|LOST`.
+
 **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` (`--markProjectWon true` can move the parent project to `WON` for accepted/closed estimates), `mark-budget-won` (`<budgetId>` + proof file path; optional `--markProjectWon true`), `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`) |
+| **Budgets** | `list-budgets` (full payload by default; `--summary` or `--includeDetails false` for slim list), `get-budget`, `get-budget-items`, `get-budget-details`, `get-budget-categories`, `get-budget-versions`, `update-budget-status` (`ESTIMATE_ACCEPTED` requires win proof, auto-marks `PITCH` or `LOST` projects `WON`, and auto-creates Asana project/section/tasks when enabled; `--projectStatusOnCommercialRejection PITCH\|LOST` is required when rejecting the only accepted/closed budget on a commercial project), `mark-budget-won` (`<budgetId>` + proof file path; `PITCH` or `LOST` projects become `WON` automatically), `create-budget` / `update-budget` (`--payload`), `delete-budget`, `create-budget-approval` (also sends approval request emails), `add-budget-items`, `update-budget-item`, `remove-budget-item`, `reorder-budget-items`, `update-budget-item-supplier`, `create-budget-category`, `update-budget-category`, `delete-budget-category`, `update-budget-commission`, `update-budget-discount` (`--payload` where noted), `upload-budget-attachment` (`<budgetId>` + local file path; uses `attachment.requestBudgetAttachmentUpload` + PUT + `attachment.confirmBudgetAttachment`) |
 | **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` (required: `--name`, `--companyId`, `--contactPersonId`, `--insideSalesId`, `--businessDevelopmentId`, `--venue`, `--asanaTaskId`, `--slackChannelId`, `--slackChannelUrl`, `--slackChannelName`, `--startDate` as ISO datetime for project/window start; optional `--pax`; optional `--endDate`; optional `--description`; optional `--requestQboAccountantNotification false` to skip QBO accountant emails), `update-project` (`--payload` with `dateRange.from` / `dateRange.to` for the project window; optional `requestQboAccountantNotification` in JSON), `delete-project`, `update-project-status` (`<id>` `<status>`: `PITCH` \| `WON` \| `COMPLETED` \| `LOST`; for `PITCH` → `WON` also pass `--projectManagerId` or `--projectManagerName`; when marking `WON` without an accepted/closed budget or proof, pass `--wonOverrideReason`) |

package/dist/commands.js

@@ -55,6 +55,9 @@ export async function updateBudgetStatus(budgetId, status, opts) {
         ...(opts?.markProjectWon !== undefined && {
             markProjectWon: opts.markProjectWon,
         }),
+        ...(opts?.projectStatusOnCommercialRejection !== undefined && {
+            projectStatusOnCommercialRejection: opts.projectStatusOnCommercialRejection,
+        }),
     });
     out(result);
 }
@@ -915,6 +918,7 @@ export async function listCompanies(opts) {
     const result = await api.company.getCompanies.query({
         name: opts.name,
         createdBy: opts.createdBy,
+        active: opts.active,
         page: opts.page ?? 1,
         perPage: opts.perPage ?? 20,
     });
@@ -933,6 +937,7 @@ export async function listProjects(opts) {
         companyId: opts.companyId,
         name: opts.name,
         status: opts.status,
+        active: opts.active,
         page: opts.page ?? 1,
         perPage: opts.perPage ?? 20,
     });

package/dist/index.js

@@ -26,6 +26,19 @@ function parseOptionalBoolFlag(flags, key) {
         return false;
     throw new Error(`--${key} must be true or false.`);
 }
+function parseCommercialRejectionProjectStatus(flags) {
+    const raw = flags.projectStatusOnCommercialRejection;
+    if (raw === undefined)
+        return undefined;
+    if (raw === true) {
+        throw new Error("--projectStatusOnCommercialRejection requires PITCH or LOST.");
+    }
+    const status = String(raw).toUpperCase();
+    if (status === "PITCH" || status === "LOST") {
+        return status;
+    }
+    throw new Error("--projectStatusOnCommercialRejection must be PITCH or LOST.");
+}
 function parseListBillsFlags(flags) {
     const statusRaw = getFlag(flags, "status");
     const createdByIdsRaw = getFlag(flags, "createdByIds");
@@ -113,9 +126,11 @@ Budgets
   get-budget-details <id>    Full detail (margins, suppliers, etc.)
   get-budget-categories
   get-budget-versions <budgetId>
-  update-budget-status <id> <status> [--markProjectWon true|false]
+  update-budget-status <id> <status> [--markProjectWon true|false] [--projectStatusOnCommercialRejection PITCH|LOST]
+    ESTIMATE_ACCEPTED requires win proof, auto-marks PITCH or LOST projects WON, and auto-creates the Asana project/section when enabled.
+    ESTIMATE_REJECTED requires --projectStatusOnCommercialRejection when rejecting the only accepted/closed budget on a commercial project.
     status: ${budgetStatusesForHelp.join(", ")}
-  mark-budget-won <budgetId> <filePath> [--markProjectWon true|false]   Upload signed quote/PO proof and set status to ESTIMATE_ACCEPTED
+  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
   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>
@@ -160,12 +175,14 @@ Approvals
   reject-supplier <supplierId> --reason <text> (also sends requester reply email)
 
 Companies & projects
-  list-companies             [--name] [--createdBy] [--page] [--perPage]
+  list-companies             [--name] [--createdBy] [--active true|false] [--page] [--perPage]
+    Omit --active to include both active and inactive companies.
   get-company <id>
   create-company             --name --website <url>
   update-company             --payload '<json>'  (company.updateCompany; must include id, name, website)
   delete-company <id>
-  list-projects              [--companyId] [--name] [--status] [--page] [--perPage]
+  list-projects              [--companyId] [--name] [--status] [--active true|false] [--page] [--perPage]
+    Omit --active to include both active and inactive projects.
   get-project <id>
   create-project             --name --companyId --contactPersonId --insideSalesId --businessDevelopmentId --venue --asanaTaskId --slackChannelId --slackChannelUrl --slackChannelName --startDate <ISO> [--pax] [--endDate <ISO>] [--description] [--requestQboAccountantNotification false]
   update-project             --payload '<json>'  (project.updateProject; optional requestQboAccountantNotification; default notify like web)
@@ -339,6 +356,7 @@ async function main() {
                 }
                 await updateBudgetStatus(id, status, {
                     markProjectWon: parseOptionalBoolFlag(flags, "markProjectWon"),
+                    projectStatusOnCommercialRejection: parseCommercialRejectionProjectStatus(flags),
                 });
                 break;
             }
@@ -723,6 +741,7 @@ async function main() {
                 await listCompanies({
                     name: getFlag(flags, "name"),
                     createdBy: getFlag(flags, "createdBy"),
+                    active: parseOptionalBoolFlag(flags, "active"),
                     page: parsePositiveIntFlag(getFlag(flags, "page"), "--page"),
                     perPage: parsePositiveIntFlag(getFlag(flags, "perPage"), "--perPage"),
                 });
@@ -766,6 +785,7 @@ async function main() {
                     companyId: getFlag(flags, "companyId"),
                     name: getFlag(flags, "name"),
                     status: parseOptionalExtendedProjectStatus(statusRaw !== undefined ? String(statusRaw) : undefined),
+                    active: parseOptionalBoolFlag(flags, "active"),
                     page: parsePositiveIntFlag(getFlag(flags, "page"), "--page"),
                     perPage: parsePositiveIntFlag(getFlag(flags, "perPage"), "--perPage"),
                 });

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@go-labs-sg/bb",
-  "version": "1.7.0",
+  "version": "1.8.0",
   "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",