@series-a/cli 0.13.1 → 0.15.2

package/CHANGELOG.md

@@ -4,6 +4,31 @@ All notable changes to this package are documented here. This project follows
 [Semantic Versioning](https://semver.org/) and uses
 [Changesets](https://github.com/changesets/changesets) to manage releases.
 
+## 0.15.1 — Engine fixes and reliability patch
+
+- `voice set` / `voice pin-benchmark` no longer fail with a `user_id` null violation — the Agent API now resolves the actor from the API key, workspace member, or owner context automatically.
+- AI-generated invitations are truncated at sentence/word boundaries with `{{token}}` protection — no more messages cut off mid-placeholder or mid-URL.
+- 1st-degree leads no longer stall sequences: the DM step is skipped with a clear `dm_skipped_not_first_degree` audit reason and the lead continues to the next step.
+- Fixed misleading "completed" stats: leads that only had zero-read cached identity lookups are now finalized as `skipped` with an explicit finish reason instead of `completed`.
+- `agent-run` 403s resolved: workspace guard now matches both agent name and type, so scheduled agents fire reliably from CLI-triggered workspaces.
+- Newsletter metrics now fall back to send-time provider handoff for delivered counts when Resend webhooks are absent.
+
+## 0.15.0 — Newsletter audiences and sending
+
+- `advisoros audiences create|edit|delete|add-leads|remove-leads` — full CRUD for smart audiences (lead segments), not just read + enrol.
+- `advisoros newsletter audience-create|audience-show|audience-edit|audience-delete` — manage mailing audiences; mirrored to Resend automatically when the workspace has it connected, local-only when it does not.
+- `advisoros newsletter contact-add|contacts-import|contact-remove|contact-unsubscribe` — contact management including CSV bulk import.
+- `advisoros newsletter sync-segment <segmentId> <audienceId>` — push a smart audience's leads into a mailing audience.
+- `advisoros newsletter send|test|render|metrics` — send now, schedule, test-send, render HTML, and read delivery totals, open/click/bounce rates and sending health.
+- New Agent API actions on `audiences` and `newsletter`; MCP gains `manage_audience` and `send_newsletter` (44 tools, manifest 0.12.0).
+
+## 0.14.0 — Daily reports
+
+- `advisoros reports list` — browse persisted daily reports (past and present) per workspace, with status, activity totals and recipient/sent counts.
+- `advisoros reports show <id|YYYY-MM-DD>` — full report detail including stats and the shareable dashboard URL.
+- `advisoros reports generate` — run the daily-report engine on demand; dry-run by default, `--send` emails all workspace members, `--to <email>` sends a single test copy.
+- Backed by the new Agent API `daily_reports` resource (`list` / `get` / `generate`).
+
 ## 0.13.0 — Full lifecycle + scheduling engine
 
 - Campaign lifecycle is complete from the terminal: `campaigns update` (name, goal, sequence, sender accounts, daily send limit — no longer create-time-only), `launch`, `pause`, `resume`, `archive`, `clone`, and `delete` (dry-run preview by default, `--force` to execute, blocked when the campaign has dispatched activity unless forced).

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@series-a/cli",
-  "version": "0.13.1",
+  "version": "0.15.2",
   "description": "AdvisorPro command-line interface — drive leads, campaigns, sequences and agents from your terminal.",
   "type": "module",
   "bin": {

package/src/commands/insights.mjs

@@ -4,6 +4,35 @@ import { emit, fail, ctxFrom, withCommonOpts, table, truncate, confirmDestructiv
 
 const n = (v) => (v == null ? "" : String(v));
 
+/** Minimal CSV reader: header row + quoted fields. */
+function parseCsvLite(text) {
+  const lines = String(text).split(/\r?\n/).filter((l) => l.trim().length);
+  if (!lines.length) return [];
+  const split = (line) => {
+    const out = []; let cur = ""; let q = false;
+    for (let i = 0; i < line.length; i++) {
+      const c = line[i];
+      if (q) {
+        if (c === '"' && line[i + 1] === '"') { cur += '"'; i++; }
+        else if (c === '"') q = false;
+        else cur += c;
+      } else if (c === ",") { out.push(cur); cur = ""; }
+      else if (c === '"') q = true;
+      else cur += c;
+    }
+    out.push(cur);
+    return out.map((x) => x.trim());
+  };
+  const headers = split(lines[0]).map((h) => h.toLowerCase());
+  return lines.slice(1).map((line) => {
+    const cells = split(line);
+    const row = {};
+    headers.forEach((h, i) => { row[h] = cells[i] ?? ""; });
+    return row;
+  });
+}
+
+
 function findGroup(program, name) {
   return program.commands.find((c) => c.name() === name);
 }
@@ -608,6 +637,65 @@ export function registerAudiences(program) {
       } catch (e) { fail(e); }
     });
 
+  withCommonOpts(a.command("create"))
+    .description("Create a smart audience (lead segment)")
+    .requiredOption("--name <name>", "audience name")
+    .option("--description <text>", "description")
+    .option("--type <t>", "segment type", "manual")
+    .action(async function () {
+      try {
+        const o = this.optsWithGlobals();
+        const r = await call("audiences", "create", {
+          name: o.name, description: o.description, segment_type: o.type,
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Created audience ${d.audience?.id}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(a.command("edit <id>"))
+    .description("Rename or re-describe an audience")
+    .option("--name <name>").option("--description <text>").option("--type <t>")
+    .action(async function (id) {
+      try {
+        const o = this.optsWithGlobals();
+        const params = { id };
+        if (o.name !== undefined) params.name = o.name;
+        if (o.description !== undefined) params.description = o.description;
+        if (o.type !== undefined) params.segment_type = o.type;
+        const r = await call("audiences", "update", params, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Updated ${d.audience?.id ?? id}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(a.command("delete <id>"))
+    .description("Delete an audience and its membership rows")
+    .option("-y, --yes", "skip the confirmation prompt")
+    .action(async function (id) {
+      try {
+        await confirmDestructive(this, `Delete audience ${id} and its membership rows.`);
+        const r = await call("audiences", "delete", { id }, ctxFrom(this));
+        emit(this, r, () => process.stdout.write(`\u2714 Deleted ${id}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(a.command("add-leads <id> <leadIds...>"))
+    .description("Add leads to an audience")
+    .action(async function (id, leadIds) {
+      try {
+        const r = await call("audiences", "add_members", { id, lead_ids: leadIds }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Added ${d.added ?? 0} of ${d.candidates ?? leadIds.length}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(a.command("remove-leads <id> <leadIds...>"))
+    .description("Remove leads from an audience")
+    .action(async function (id, leadIds) {
+      try {
+        const r = await call("audiences", "remove_members", { id, lead_ids: leadIds }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Removed ${d.removed ?? 0}\n`));
+      } catch (e) { fail(e); }
+    });
+
   withCommonOpts(a.command("add-to-campaign <id> <campaignId>"))
     .description("Enrol every lead in an audience into a campaign")
     .action(async function (id, campaignId) {
@@ -740,6 +828,208 @@ export function registerNewsletter(program) {
         });
       } catch (e) { fail(e); }
     });
+
+  withCommonOpts(nl.command("audience-show <audienceId>"))
+    .description("Show one mailing audience with contact counts")
+    .action(async function (audienceId) {
+      try {
+        const r = await call("newsletter", "audience_get", { audience_id: audienceId }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(
+          `${d.audience?.name}\n${d.stats?.contacts ?? 0} contacts (${d.stats?.subscribed ?? 0} subscribed, ${d.stats?.unsubscribed ?? 0} unsubscribed)\n` +
+          `Resend mirror: ${d.audience?.resend_audience_id || "(none — local only)"}\n`,
+        ));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("audience-create"))
+    .description("Create a mailing audience (mirrored to Resend when connected)")
+    .requiredOption("--name <name>", "audience name")
+    .option("--description <text>", "description")
+    .action(async function () {
+      try {
+        const o = this.optsWithGlobals();
+        const r = await call("newsletter", "audience_create", {
+          name: o.name, description: o.description,
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(
+          `\u2714 Created audience ${d.audience?.id}${d.resend_mirrored ? " (mirrored to Resend)" : " (local only — Resend not connected)"}\n`,
+        ));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("audience-edit <audienceId>"))
+    .description("Rename or re-describe a mailing audience")
+    .option("--name <name>").option("--description <text>")
+    .action(async function (audienceId) {
+      try {
+        const o = this.optsWithGlobals();
+        const params = { audience_id: audienceId };
+        if (o.name !== undefined) params.name = o.name;
+        if (o.description !== undefined) params.description = o.description;
+        const r = await call("newsletter", "audience_update", params, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Updated ${d.audience?.id ?? audienceId}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("audience-delete <audienceId>"))
+    .description("Delete a mailing audience and its contacts")
+    .option("-y, --yes", "skip the confirmation prompt")
+    .action(async function (audienceId) {
+      try {
+        await confirmDestructive(this, `Delete mailing audience ${audienceId} and every contact in it.`);
+        const r = await call("newsletter", "audience_delete", { audience_id: audienceId }, ctxFrom(this));
+        emit(this, r, () => process.stdout.write(`\u2714 Deleted ${audienceId}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("contact-add <audienceId> <email>"))
+    .description("Add one contact to a mailing audience")
+    .option("--first <name>").option("--last <name>")
+    .action(async function (audienceId, email) {
+      try {
+        const o = this.optsWithGlobals();
+        const r = await call("newsletter", "contact_add", {
+          audience_id: audienceId, email, first_name: o.first, last_name: o.last,
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Added ${d.added} contact(s)\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("contacts-import <audienceId>"))
+    .description("Bulk import contacts from a CSV file (email,first_name,last_name)")
+    .requiredOption("--file <path>", "CSV file path")
+    .action(async function (audienceId) {
+      try {
+        const o = this.optsWithGlobals();
+        const rows = parseCsvLite(await readFile(o.file, "utf8"));
+        const contacts = rows.map((r) => ({
+          email: r.email || r["email address"] || "",
+          first_name: r.first_name || r.first || undefined,
+          last_name: r.last_name || r.last || undefined,
+        })).filter((c) => c.email);
+        if (!contacts.length) throw new Error("No email column found in the CSV");
+        const r = await call("newsletter", "contacts_import", {
+          audience_id: audienceId, contacts, source: "cli:import",
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(
+          `\u2714 Imported ${d.added} of ${d.candidates} (Resend mirrored: ${d.resend_mirrored})\n`,
+        ));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("contact-remove <email>"))
+    .description("Delete a contact (optionally only from one audience)")
+    .option("--audience <id>", "restrict to one audience")
+    .option("-y, --yes", "skip the confirmation prompt")
+    .action(async function (email) {
+      try {
+        const o = this.optsWithGlobals();
+        await confirmDestructive(this, `Delete contact ${email}.`);
+        const r = await call("newsletter", "contact_remove", {
+          email, audience_id: o.audience,
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Removed ${d.removed}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("contact-unsubscribe <email>"))
+    .description("Mark a contact unsubscribed")
+    .option("--audience <id>", "restrict to one audience")
+    .action(async function (email) {
+      try {
+        const o = this.optsWithGlobals();
+        const r = await call("newsletter", "contact_unsubscribe", {
+          email, audience_id: o.audience,
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 Unsubscribed ${d.unsubscribed}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("sync-segment <segmentId> <audienceId>"))
+    .description("Push every lead in a smart audience into a mailing audience")
+    .option("--include-unverified", "include leads without a verified email")
+    .action(async function (segmentId, audienceId) {
+      try {
+        const o = this.optsWithGlobals();
+        const r = await call("newsletter", "sync_segment", {
+          segment_id: segmentId, audience_id: audienceId, include_unverified: !!o.includeUnverified,
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(
+          `\u2714 Synced: ${d.added ?? 0} added, ${d.skipped ?? 0} skipped, ${d.failed ?? 0} failed\n`,
+        ));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("send <id>"))
+    .description("Send a newsletter now, or schedule it, to one or more mailing audiences")
+    .option("--audience <ids>", "comma-separated mailing audience ids")
+    .option("--at <isoTimestamp>", "schedule instead of sending now")
+    .option("--from <email>", "override the from address")
+    .option("-y, --yes", "skip the confirmation prompt")
+    .action(async function (id) {
+      try {
+        const o = this.optsWithGlobals();
+        const audienceIds = String(o.audience || "").split(",").map((x) => x.trim()).filter(Boolean);
+        if (!audienceIds.length) throw new Error("--audience is required (comma-separated ids)");
+        await confirmDestructive(this, o.at
+          ? `Schedule newsletter ${id} for ${o.at} to ${audienceIds.length} audience(s).`
+          : `Send newsletter ${id} now to ${audienceIds.length} audience(s).`);
+        const r = await call("newsletter", "send", {
+          id, audience_ids: audienceIds, mode: o.at ? "schedule" : "now",
+          scheduled_for: o.at, from: o.from,
+        }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(`\u2714 ${d.mode === "schedule" ? "Scheduled" : "Sent"} ${id}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("test <id> <email>"))
+    .description("Send a test copy of a newsletter to one address")
+    .action(async function (id, email) {
+      try {
+        const r = await call("newsletter", "send_test", { id, test_email: email }, ctxFrom(this));
+        emit(this, r, () => process.stdout.write(`\u2714 Test sent to ${email}\n`));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("render <id>"))
+    .description("Render the final email HTML without sending")
+    .action(async function (id) {
+      try {
+        const r = await call("newsletter", "render", { id }, ctxFrom(this));
+        emit(this, r, (d) => process.stdout.write(
+          (d.result?.html || d.result?.body_html || JSON.stringify(d.result, null, 2)) + "\n",
+        ));
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(nl.command("metrics"))
+    .description("Delivery metrics and sending health for the workspace")
+    .option("--id <newsletterId>", "restrict to one newsletter")
+    .option("--limit <n>", "events to scan", "500")
+    .action(async function () {
+      try {
+        const o = this.optsWithGlobals();
+        const r = await call("newsletter", "metrics", { id: o.id, limit: Number(o.limit) }, ctxFrom(this));
+        emit(this, r, (d) => {
+          const t = d.totals || {};
+          const s = d.send_state;
+          process.stdout.write(
+            Object.keys(t).length
+              ? table(["event", "count"], Object.entries(t).map(([k, v]) => [k, String(v)])) + "\n"
+              : "No delivery events yet\n",
+          );
+          if (d.rates) {
+            process.stdout.write(`Open ${d.rates.open_rate}%  Click ${d.rates.click_rate}%  Bounce ${d.rates.bounce_rate}%\n`);
+          }
+          if (s) {
+            process.stdout.write(
+              `Daily ${s.daily_sent}/${s.daily_cap}  warmup stage ${s.warmup_stage}` +
+              (s.paused_reason ? `  PAUSED: ${s.paused_reason}` : "") + "\n",
+            );
+          }
+        });
+      } catch (e) { fail(e); }
+    });
 }
 
 export function registerVideo(program) {
@@ -1224,3 +1514,64 @@ export function registerIntegrations(program) {
       } catch (e) { fail(e); }
     });
 }
+
+export function registerReports(program) {
+  const r = program.command("reports").description("Daily workspace reports (history + on-demand generation)");
+
+  withCommonOpts(r.command("list"))
+    .description("List past daily reports (newest first)")
+    .option("--since <date>", "report date lower bound (YYYY-MM-DD)")
+    .option("--until <date>", "report date upper bound (YYYY-MM-DD)")
+    .option("--limit <n>", "max rows", "25")
+    .action(async function () {
+      try {
+        const o = this.optsWithGlobals();
+        const res = await call("daily_reports", "list", {
+          since: o.since, until: o.until, limit: Number(o.limit),
+        }, ctxFrom(this));
+        emit(this, res, (d) => {
+          process.stdout.write(table(
+            ["date", "status", "activity", "recipients", "sent", "report id"],
+            (d.reports || []).map((x) => [
+              n(x.report_date), n(x.status), n(x.activity_total),
+              n(x.recipient_count), n(x.sent_count), truncate(x.id, 13),
+            ]),
+          ) + `\n${d.reports?.length ?? 0} rows\n`);
+        });
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(r.command("show <idOrDate>"))
+    .description("Show one daily report by id or date (YYYY-MM-DD)")
+    .action(async function (idOrDate) {
+      try {
+        const isDate = /^\d{4}-\d{2}-\d{2}$/.test(idOrDate);
+        const res = await call("daily_reports", "get", isDate ? { date: idOrDate } : { id: idOrDate }, ctxFrom(this));
+        emit(this, res, (d) => {
+          const x = d.report || {};
+          process.stdout.write(`${x.london_date_label ?? x.report_date} — ${x.status}\n`);
+          process.stdout.write(`activity: ${x.activity_total ?? 0} · recipients: ${x.recipient_count ?? 0} · sent: ${x.sent_count ?? 0}\n`);
+          process.stdout.write(`url: ${x.report_url ?? "-"}\n`);
+          process.stdout.write(JSON.stringify(x.stats ?? {}, null, 2) + "\n");
+        });
+      } catch (e) { fail(e); }
+    });
+
+  withCommonOpts(r.command("generate"))
+    .description("Generate today's report now (dry-run; --send to email workspace members)")
+    .option("--send", "actually email workspace members (default: generate only)")
+    .option("--to <email>", "send only to this test address")
+    .action(async function () {
+      try {
+        const o = this.optsWithGlobals();
+        const res = await call("daily_reports", "generate", {
+          send: !!o.send, test_to: o.to,
+        }, ctxFrom(this));
+        emit(this, res, (d) => {
+          const x = d.report || {};
+          process.stdout.write(`report ${x.report_id ?? x.id ?? "?"} — sent: ${d.sent ?? 0}\n`);
+          if (x.report_url) process.stdout.write(`url: ${x.report_url}\n`);
+        });
+      } catch (e) { fail(e); }
+    });
+}

package/src/index.mjs

@@ -13,7 +13,7 @@ import {
   registerCampaignAnalytics, registerAnalytics, registerSafety, registerCtas,
   registerNotifications, registerAudiences, registerNewsletter, registerVideo,
   registerWatchlist, registerMeetings, registerActivity, registerWorkspacesExtras,
-  registerExport, registerIntegrations, registerAudit,
+  registerExport, registerIntegrations, registerAudit, registerReports,
 } from "./commands/insights.mjs";
 import { registerFlow } from "./commands/flow.mjs";
 import { registerVaultSync } from "./commands/knowledge-sync.mjs";
@@ -62,6 +62,7 @@ registerWorkspacesExtras(program);
 registerExport(program);
 
 registerVaultSync(program);
+registerReports(program);
 
 registerFlow(program);