@opsrev/acculynx-cli 1.13.0 → 1.14.0

package/README.md

@@ -121,6 +121,7 @@ acculynx ping                              # verify API key
 acculynx jobs list --limit 5               # 25 results by default; --all to fetch everything
 acculynx jobs get <jobId>
 acculynx jobs search --query "smith"
+acculynx jobs scan --milestones Approved   # scan all jobs → digest + coverage receipt
 acculynx contacts list --limit 10
 acculynx estimates get <estimateId>
 ```

package/dist/{chunk-CX647QGX.js → chunk-MQDU6DIH.js}

@@ -251,12 +251,10 @@ function jobRepsAssign(client, jobId, opts) {
   return client.post(`/jobs/${jobId}/representatives/${type}`, { id: opts.userId });
 }
 function jobSetWorkType(client, jobId, workTypeId) {
-  return client.put(`/jobs/${jobId}/work-type`, { id: workTypeId });
+  return client.put(`/jobs/${jobId}/work-type`, { workTypeId });
 }
 function jobSetTradeTypes(client, jobId, tradeTypeIds) {
-  return client.put(`/jobs/${jobId}/trade-types`, {
-    items: tradeTypeIds.map((id) => ({ id }))
-  });
+  return client.put(`/jobs/${jobId}/trade-types`, { tradeTypeIds });
 }
 function companyWorkTypes(client) {
   return paginate(client, "/company-settings/job-file-settings/work-types", {}, Infinity);
@@ -298,7 +296,7 @@ async function resolveWorkTypeId(client, value) {
 async function resolveTradeTypeIds(client, values) {
   const items = await companyTradeTypes(client);
   return values.map(
-    (value) => resolveNamed(items, value, { label: "trade type", idKey: "tradeId", idIsNumeric: false })
+    (value) => resolveNamed(items, value, { label: "trade type", idKey: "id", idIsNumeric: false })
   );
 }
 function documentFolders(client, opts = {}) {
@@ -386,6 +384,7 @@ export {
   getConfig,
   createApiClient,
   ping,
+  paginate,
   readStdin,
   jobsList,
   jobGet,

package/dist/index.js

@@ -34,12 +34,13 @@ import {
   jobSetWorkType,
   jobUploadDocument,
   jobsList,
+  paginate,
   ping,
   readStdin,
   resolveTradeTypeIds,
   resolveWorkTypeId,
   usersList
-} from "./chunk-CX647QGX.js";
+} from "./chunk-MQDU6DIH.js";
 
 // src/index.ts
 import { createRequire } from "module";
@@ -53,6 +54,209 @@ function registerPingCommand(parentCmd, getClient2) {
   });
 }
 
+// src/commands/jobs.ts
+import { writeFileSync } from "fs";
+
+// src/ops/scan.ts
+var PAGE_SIZE = 25;
+async function scanJobs(client, filters) {
+  const params = { includes: "contact", sortBy: "CreatedDate" };
+  if (filters.startDate) params.startDate = filters.startDate;
+  if (filters.endDate) params.endDate = filters.endDate;
+  if (filters.dateFilterType) params.dateFilterType = filters.dateFilterType;
+  if (filters.milestones) params.milestones = filters.milestones;
+  if (filters.assignment) params.assignment = filters.assignment;
+  const fetched = [];
+  let serverCount;
+  let pageError;
+  let pageStartIndex = 0;
+  while (true) {
+    let data;
+    try {
+      data = await client.get("/jobs", {
+        ...params,
+        pageSize: String(PAGE_SIZE),
+        pageStartIndex: String(pageStartIndex)
+      });
+    } catch (error) {
+      pageError = error instanceof Error ? error.message : String(error);
+      break;
+    }
+    if (serverCount === void 0 && typeof data.count === "number") serverCount = data.count;
+    const items = Array.isArray(data.items) ? data.items : [];
+    fetched.push(...items);
+    if (items.length < PAGE_SIZE) break;
+    pageStartIndex += PAGE_SIZE;
+  }
+  const complete = pageError === void 0 && (serverCount === void 0 || fetched.length === serverCount);
+  const wanted = (filters.tradeType ?? []).map((t) => t.toLowerCase());
+  const jobs = wanted.length === 0 ? fetched : fetched.filter((j) => {
+    const types = j.tradeTypes;
+    if (!Array.isArray(types)) return false;
+    return types.some((t) => {
+      const name = t !== null && typeof t === "object" ? t.name : void 0;
+      if (typeof name !== "string") return false;
+      const lower = name.toLowerCase();
+      return wanted.some((w) => lower.includes(w));
+    });
+  });
+  return { jobs, scanned: fetched.length, serverCount, complete, ...pageError ? { pageError } : {} };
+}
+var ENRICHERS = ["financials", "reps", "dates"];
+var asRecord = (v) => v !== null && typeof v === "object" ? v : {};
+async function enrichJobs(client, jobs, enrich, concurrency = 5) {
+  let userNames = /* @__PURE__ */ new Map();
+  if (enrich.includes("reps")) {
+    try {
+      const users = await paginate(client, "/users", {}, Infinity);
+      userNames = new Map(users.map((u) => [String(u.id), String(u.displayName ?? "")]));
+    } catch {
+    }
+  }
+  const nameOf = (id) => userNames.get(String(id)) || String(id ?? "").slice(0, 8);
+  const out = jobs.map((job) => ({ job, errors: [] }));
+  let next = 0;
+  async function enrichOne(entry) {
+    const jobId = String(entry.job.id ?? "");
+    for (const source of enrich) {
+      try {
+        if (source === "financials") {
+          const f = asRecord(await jobFinancials(client, jobId));
+          const totals = asRecord(f.worksheetSectionTotals);
+          entry.financials = {
+            approvedJobValue: f.approvedJobValue,
+            balanceDue: f.balanceDue,
+            worksheetTotal: totals.worksheetTotal
+          };
+        } else if (source === "reps") {
+          const r = asRecord(await jobReps(client, jobId));
+          const reps = {};
+          for (const item of r.items ?? []) {
+            const userId = asRecord(item.user).id;
+            if (item.type === "SalesOwner") reps.salesOwner = nameOf(userId);
+            else if (item.type === "CompanyRepresentative") reps.company = nameOf(userId);
+          }
+          entry.reps = reps;
+        } else if (source === "dates") {
+          const m = asRecord(await jobMilestones(client, jobId));
+          entry.dates = (m.items ?? []).map((i) => ({
+            name: String(i.name ?? ""),
+            date: String(i.date ?? "")
+          }));
+        }
+      } catch (error) {
+        entry.errors.push({ jobId, source, message: error instanceof Error ? error.message : String(error) });
+      }
+    }
+  }
+  async function worker() {
+    while (next < out.length) await enrichOne(out[next++]);
+  }
+  await Promise.all(Array.from({ length: Math.max(1, concurrency) }, worker));
+  return out;
+}
+
+// src/ops/scan-digest.ts
+function money(n) {
+  if (n === void 0 || n === null || Number.isNaN(n)) return "-";
+  return "$" + Math.round(n).toLocaleString("en-US");
+}
+function mmdd(iso) {
+  if (!iso) return "-";
+  const d = new Date(iso);
+  if (Number.isNaN(d.getTime())) return "-";
+  const mm = String(d.getUTCMonth() + 1).padStart(2, "0");
+  const dd = String(d.getUTCDate()).padStart(2, "0");
+  return `${mm}-${dd}`;
+}
+function customerName(job) {
+  const raw = job.contacts;
+  const contacts = Array.isArray(raw) ? raw : [];
+  const primary = contacts.find((c) => c !== null && typeof c === "object" && c.isPrimary === true);
+  if (primary) {
+    const contact = primary.contact ?? {};
+    const full = `${String(contact.firstName ?? "").trim()} ${String(contact.lastName ?? "").trim()}`.trim();
+    if (full) return full;
+  }
+  return String(job.jobName ?? "");
+}
+function headerLine1(report) {
+  const prefix = report.complete ? "SCAN" : "SCAN PARTIAL";
+  const f = report.filters;
+  const parts = [];
+  if (f.milestones) parts.push(`milestones=${f.milestones}`);
+  if (f.startDate) parts.push(`since=${f.startDate}`);
+  if (f.endDate) parts.push(`until=${f.endDate}`);
+  if (f.dateFilterType) parts.push(`dateField=${f.dateFilterType}`);
+  if (f.assignment) parts.push(`assignment=${f.assignment}`);
+  if (f.tradeType && f.tradeType.length > 0) parts.push(`trade=${f.tradeType.join(",")}`);
+  if (report.enrich.length > 0) parts.push(`enrich=${report.enrich.join(",")}`);
+  return parts.length > 0 ? `${prefix} ${parts.join(" ")}` : prefix;
+}
+function headerLine2(report) {
+  const scanned = report.scanned ?? report.jobs.length;
+  const totalLabel = report.serverCount !== void 0 ? String(report.serverCount) : "?";
+  let line = `jobs ${scanned}/${totalLabel}`;
+  if (report.serverCount !== void 0) line += ` (server count ${report.serverCount})`;
+  const tradeFiltered = (report.filters.tradeType ?? []).length > 0;
+  if (tradeFiltered && report.jobs.length !== scanned) line += ` \xB7 trade matched ${report.jobs.length}`;
+  if (report.enrich.length > 0) {
+    const enrichedCount = report.jobs.filter((j) => j.errors.length === 0).length;
+    const errorCount = report.jobs.reduce((sum, j) => sum + j.errors.length, 0);
+    line += ` \xB7 enriched ${enrichedCount} \xB7 errors ${errorCount}`;
+  }
+  if (!report.complete) {
+    const note = report.pageError ?? `fetched ${scanned} of ${totalLabel}`;
+    line += ` \xB7 PARTIAL: ${note}`;
+  }
+  return line;
+}
+function jobLine(entry, enrich) {
+  const job = entry.job;
+  const id8 = String(job.id ?? "").slice(0, 8);
+  const name = customerName(job);
+  const addr = job.locationAddress ?? {};
+  const street = String(addr.street1 || "-");
+  const city = String(addr.city || "-");
+  const milestone = String(job.currentMilestone ?? "-");
+  const date = mmdd(job.milestoneDate);
+  let line = `${id8} | ${name} \u2014 ${street}, ${city} | ${milestone} ${date}`;
+  const erroredSources = new Set(entry.errors.map((e) => e.source));
+  for (const source of ["reps", "financials", "dates"]) {
+    if (!enrich.includes(source)) continue;
+    if (erroredSources.has(source)) {
+      line += ` | ERR:${source}`;
+      continue;
+    }
+    if (source === "reps") {
+      const salesOwner = entry.reps?.salesOwner || "-";
+      const company = entry.reps?.company || "";
+      line += ` | rep ${salesOwner}`;
+      if (company && company !== entry.reps?.salesOwner) line += ` (co ${company})`;
+    } else if (source === "financials") {
+      const f = entry.financials;
+      line += ` | wk ${money(f?.worksheetTotal)} | appr ${money(f?.approvedJobValue)} | bal ${money(f?.balanceDue)}`;
+    } else if (source === "dates") {
+      const approved = entry.dates?.find((d) => d.name === "Approved");
+      line += ` | appr\u2019d ${approved ? mmdd(approved.date) : "-"}`;
+    }
+  }
+  return line;
+}
+function formatScanDigest(report) {
+  const lines = [headerLine1(report), headerLine2(report)];
+  for (const entry of report.jobs) lines.push(jobLine(entry, report.enrich));
+  const allErrors = report.jobs.flatMap((j) => j.errors);
+  if (allErrors.length > 0) {
+    lines.push("errors:");
+    for (const e of allErrors) lines.push(`  ${e.jobId.slice(0, 8)} ${e.source}: ${e.message}`);
+  }
+  return lines.join("\n");
+}
+function formatScanJsonl(report) {
+  return report.jobs.map((j) => JSON.stringify(j)).join("\n");
+}
+
 // src/commands/jobs.ts
 function collect(value, previous) {
   return [...previous, value];
@@ -74,6 +278,40 @@ function registerJobsCommands(parentCmd, getClient2) {
     });
     console.log(JSON.stringify(result));
   });
+  jobs.command("scan").description("Fetch ALL matching jobs and print a digest with a coverage receipt").option("--start-date <date>", "Start date (YYYY-MM-DD)").option("--end-date <date>", "End date (YYYY-MM-DD)").option("--date-filter-type <type>", "Date field to filter on").option("--milestones <milestones>", "Filter by milestones (comma-separated)").option("--assignment <type>", "Filter by assignment: assigned, unassigned").option("--trade-type <name>", "Client-side trade-type filter (repeatable)", collect, []).option("--enrich <list>", "Comma-separated: financials,reps,dates").option("--format <fmt>", "digest or jsonl", "digest").option("--out <path>", "Also write full jsonl to this file").action(async (opts) => {
+    const enrich = String(opts.enrich ?? "").split(",").map((s) => s.trim()).filter(Boolean);
+    const badEnricher = enrich.find((e) => !ENRICHERS.includes(e));
+    if (badEnricher) {
+      console.error(`Unknown enricher "${badEnricher}" (valid: ${ENRICHERS.join(", ")})`);
+      process.exitCode = 2;
+      return;
+    }
+    if (opts.format !== "digest" && opts.format !== "jsonl") {
+      console.error("Unknown --format (valid: digest, jsonl)");
+      process.exitCode = 2;
+      return;
+    }
+    const filters = {
+      startDate: opts.startDate,
+      endDate: opts.endDate,
+      dateFilterType: opts.dateFilterType,
+      milestones: opts.milestones,
+      assignment: opts.assignment,
+      tradeType: opts.tradeType.length ? opts.tradeType : void 0
+    };
+    const result = await scanJobs(getClient2(), filters);
+    const enrichedJobs = await enrichJobs(getClient2(), result.jobs, enrich);
+    const report = { filters, enrich, jobs: enrichedJobs, scanned: result.scanned, serverCount: result.serverCount, complete: result.complete, ...result.pageError ? { pageError: result.pageError } : {} };
+    console.log(opts.format === "jsonl" ? formatScanJsonl(report) : formatScanDigest(report));
+    if (!result.complete) process.exitCode = 3;
+    if (opts.out) {
+      try {
+        writeFileSync(opts.out, formatScanJsonl(report) + "\n");
+      } catch (error) {
+        console.error(`out: FAILED - ${error instanceof Error ? error.message : String(error)}`);
+      }
+    }
+  });
   jobs.command("get").argument("<jobId>", "Job ID").description("Get job details").action(async (jobId) => {
     console.log(JSON.stringify(await jobGet(getClient2(), jobId)));
   });

package/dist/mcp.js

@@ -38,7 +38,7 @@ import {
   resolveTradeTypeIds,
   resolveWorkTypeId,
   usersList
-} from "./chunk-CX647QGX.js";
+} from "./chunk-MQDU6DIH.js";
 
 // src/mcp.ts
 import { Server } from "@modelcontextprotocol/sdk/server/index.js";

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@opsrev/acculynx-cli",
-  "version": "1.13.0",
+  "version": "1.14.0",
   "description": "AccuLynx MCP server & CLI — use the AccuLynx roofing CRM in Claude Desktop, Cursor, and any MCP client. Also a JSON CLI for scripts and AI agents.",
   "repository": {
     "type": "git",