@sodiumhq/mcp-pm 0.1.0-beta.6194 → 0.1.0-beta.6299

package/dist/http.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src-BB0-Ejj-.mjs";
+import { t as buildServer } from "./src-b0BBk3Y8.mjs";
 import { createRequire } from "node:module";
 import { SUPPORTED_PROTOCOL_VERSIONS, createMcpHandler } from "@modelcontextprotocol/server";
 import { createHash, randomUUID } from "node:crypto";

package/dist/index.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src-BB0-Ejj-.mjs";
+import { t as buildServer } from "./src-b0BBk3Y8.mjs";
 import { createRequire } from "node:module";
 import { serveStdio } from "@modelcontextprotocol/server/stdio";
 import { parseArgs } from "node:util";

package/dist/{src-BB0-Ejj-.mjs → src-b0BBk3Y8.mjs}

@@ -2070,11 +2070,26 @@ const getTaskItem = (options) => (options.client ?? client).get({
 	...options
 });
 /**
-* Update TaskItem
+* Patch TaskItem
 *
-* Updates a TaskItem for the specified tenant.
+* Updates part of one task, following JSON Merge Patch. Send only the fields to change: a field left
+* out is not touched, so a quick action (moving the task on the calendar, a status button, a checklist
+* tick) never overwrites details it did not send, such as the description. A field sent as null is
+* cleared: description, statutory due date, time estimate, checklist, assignee, team, category, service
+* and primary client. The name, status, dates and times are required on a task, so sending one of those
+* as null is a 400.
+*
+* **Clients**: the same rules as a full update. The primary client always stays on the task, and a task
+* with clients but no primary gets its first client as primary. To remove every client, send the client
+* list and the primary client as null. Changing the primary client clears the task's service and
+* pipeline links (they belong to a client) unless a service code is sent.
+*
+* The change is saved through the same update as a full update, so dated workflow steps follow the
+* task when its dates move (unless MoveWorkflowStepDates is false), and colleagues see the change live.
+*
+* Only a saved task can be patched. A projected (upcoming) task must be materialised first.
 */
-const updateTaskItem = (options) => (options.client ?? client).put({
+const patchTaskItem = (options) => (options.client ?? client).patch({
 	security: [{
 		name: "x-api-key",
 		type: "apiKey"
@@ -3756,9 +3771,9 @@ var SodiumApiClient = class {
 		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, "create task");
 		return data;
 	}
-	async updateTask(code, body) {
+	async patchTask(code, body) {
 		const correlationId = randomUUID();
-		const { data, error, response } = await updateTaskItem({
+		const { data, error, response } = await patchTaskItem({
 			path: {
 				tenant: this.tenant,
 				code
@@ -4515,6 +4530,7 @@ function format(input) {
 	if (task.assignedUser) lines.push(`Assigned user: ${formatCodeAndName(task.assignedUser)}`);
 	if (task.assignedTeam) lines.push(`Assigned team: ${formatCodeAndName(task.assignedTeam)}`);
 	if (task.category) lines.push(`Category: ${formatCodeAndName(task.category)}`);
+	if (task.clientBillableService) lines.push(`Service: ${formatCodeAndName(task.clientBillableService)}`);
 	if (task.recurringTask) lines.push(`Recurring template: ${formatCodeAndName(task.recurringTask)}`);
 	if (task.workflow) lines.push(`Workflow template: ${formatCodeAndName(task.workflow)}`);
 	const description = task.description?.trim();
@@ -4905,7 +4921,7 @@ const ListTasksInputSchema = {
 };
 function formatTask(t) {
 	const code = t.code ?? "(no code)";
-	return `- ${t.name ?? "(unnamed)"} (${code})${t.isOverdue ? " [OVERDUE]" : ""}${t.dueDate ? ` · due ${t.dueDate}` : ""}${t.primaryClient ? ` · ${t.primaryClient.name}` : t.clients?.[0] ? ` · ${t.clients[0].name}` : ""}${t.assignedUser?.name ? ` · ${t.assignedUser.name}` : ""}${t.status && t.status !== "NotStarted" ? ` · ${t.status}` : ""}${t.workflow ? ` · workflow ${t.workflowStepsComplete ?? 0}/${t.workflowSteps ?? 0}` : ""}`;
+	return `- ${t.name ?? "(unnamed)"} (${code})${t.isOverdue ? " [OVERDUE]" : ""}${t.dueDate ? ` · due ${t.dueDate}` : ""}${t.statutoryDueDate ? ` · statutory ${t.statutoryDueDate}` : ""}${t.primaryClient ? ` · ${t.primaryClient.name}` : t.clients?.[0] ? ` · ${t.clients[0].name}` : ""}${t.clientBillableService?.name ? ` · service ${t.clientBillableService.name}${t.clientBillableService.code ? ` (${t.clientBillableService.code})` : ""}` : ""}${t.assignedUser?.name ? ` · ${t.assignedUser.name}` : ""}${t.status && t.status !== "NotStarted" ? ` · ${t.status}` : ""}${t.workflow ? ` · workflow ${t.workflowStepsComplete ?? 0}/${t.workflowSteps ?? 0}` : ""}`;
 }
 async function handleListTasks(api, args) {
 	try {
@@ -7298,26 +7314,23 @@ const UpdateTaskInputSchema = {
 };
 async function handleUpdateTask(api, args) {
 	try {
-		const current = await api.getTask(args.taskCode);
 		const has = (key) => args[key] !== void 0;
-		const body = {
-			name: has("name") ? args.name : current.name ?? "",
-			description: has("description") ? args.description : current.description ?? null,
-			status: has("status") ? args.status : current.status ?? "NotStarted",
-			startDate: has("startDate") ? args.startDate : current.startDate ?? "",
-			dueDate: has("dueDate") ? args.dueDate : current.dueDate ?? "",
-			statutoryDueDate: has("statutoryDueDate") ? args.statutoryDueDate : current.statutoryDueDate ?? null,
-			timeEstimateMinutes: has("timeEstimateMinutes") ? args.timeEstimateMinutes : current.timeEstimateMinutes ?? null,
-			clientCodes: (current.clients ?? []).map((c) => c.code).filter((c) => Boolean(c)),
-			primaryClientCode: current.primaryClient?.code ?? null,
-			assignedUserCode: has("assignedUserCode") ? args.assignedUserCode : current.assignedUser?.code ?? null,
-			assignedTeamCode: has("assignedTeamCode") ? args.assignedTeamCode : current.assignedTeam?.code ?? null,
-			clientBillableServiceCode: current.clientBillableService?.code ?? null,
-			categoryCode: has("categoryCode") ? args.categoryCode : current.category?.code ?? null,
-			checklist: current.checklist ?? null,
-			recurringTaskCode: current.recurringTask?.code ?? null
-		};
-		const updated = await api.updateTask(args.taskCode, body);
+		const body = {};
+		if (has("status")) body.status = args.status;
+		if (has("name")) body.name = args.name;
+		if (has("description")) body.description = args.description;
+		if (has("startDate")) body.startDate = args.startDate;
+		if (has("dueDate")) body.dueDate = args.dueDate;
+		if (has("statutoryDueDate")) body.statutoryDueDate = args.statutoryDueDate;
+		if (has("timeEstimateMinutes")) body.timeEstimateMinutes = args.timeEstimateMinutes;
+		if (has("assignedUserCode")) body.assignedUserCode = args.assignedUserCode;
+		if (has("assignedTeamCode")) body.assignedTeamCode = args.assignedTeamCode;
+		if (has("categoryCode")) body.categoryCode = args.categoryCode;
+		if (Object.keys(body).length === 0) return { content: [{
+			type: "text",
+			text: `Task ${args.taskCode} not changed: no fields were passed to update.`
+		}] };
+		const updated = await api.patchTask(args.taskCode, body);
 		const changes = [];
 		if (has("status")) changes.push(`status → ${updated.status}`);
 		if (has("name")) changes.push(`name → ${updated.name}`);
@@ -7331,7 +7344,7 @@ async function handleUpdateTask(api, args) {
 		if (has("timeEstimateMinutes")) changes.push(`estimate → ${updated.timeEstimateMinutes ?? "cleared"}m`);
 		return { content: [{
 			type: "text",
-			text: [`Task updated: ${updated.name} (${updated.code})`, changes.length ? `Changed: ${changes.join(", ")}` : "No field changes were requested."].join("\n")
+			text: [`Task updated: ${updated.name} (${updated.code})`, `Changed: ${changes.join(", ")}`].join("\n")
 		}] };
 	} catch (error) {
 		return {
@@ -9520,7 +9533,7 @@ async function buildServer(config) {
 	}, (args) => handleListClientNotes(api, args));
 	registerTenantTool(server, api, "list_tasks", {
 		title: "List / filter tasks across the practice",
-		description: "List tasks with any combination of filters: assigned user(s), unassigned, client(s), the primary client's client manager / partner (portfolio views: 'tasks across the clients Jane manages'), status, overdue flag, preset date range (Today / ThisWeek / Next7Days / CustomDateRange etc), category, team, billable service, workflow, workflow step type, current step name, recurring task template, free-text search, saved filter, include-projected, include-workflow-steps (Agenda Mode), sort, and pagination. Use for: 'my tasks' (pass current user's code from startup context), 'Jane's overdue tasks' (user + isOverdue), 'tasks for ACME due this week' (client + dateRange=Next7Days + dateBasis=DueDate), 'what is the team working on this month' (dateRange=ThisMonth, no user filter). Returns up to 50 tasks per page. IMPORTANT constraints to avoid API errors and keep queries efficient: (1) Querying NotStarted tasks requires one of — a dateRange, isOverdue=true, or restricting status to non-NotStarted values. (2) Prefer the narrowest date range that answers the question — broad ranges (quarterly/yearly) are expensive; prefer Today / ThisWeek / Next7Days / ThisMonth over larger windows unless explicitly asked. (3) For 'oldest incomplete tasks' prefer status=['InProgress','Blocked'] with sortBy=StartDate (no date range needed), or add isOverdue=true if 'oldest overdue' is meant. (4) For 'how many X?' questions, pass limit=0 to get just the total count without fetching any task data — much cheaper than fetching a full page and counting.",
+		description: "List tasks with any combination of filters: assigned user(s), unassigned, client(s), the primary client's client manager / partner (portfolio views: 'tasks across the clients Jane manages'), status, overdue flag, preset date range (Today / ThisWeek / Next7Days / CustomDateRange etc), category, team, billable service, workflow, workflow step type, current step name, recurring task template, free-text search, saved filter, include-projected, include-workflow-steps (Agenda Mode), sort, and pagination. Use for: 'my tasks' (pass current user's code from startup context), 'Jane's overdue tasks' (user + isOverdue), 'tasks for ACME due this week' (client + dateRange=Next7Days + dateBasis=DueDate), 'what is the team working on this month' (dateRange=ThisMonth, no user filter). Returns up to 50 tasks per page; each row shows due date, statutory due date (when set), client, billable service (name + code), assignee, status and workflow progress. IMPORTANT constraints to avoid API errors and keep queries efficient: (1) Querying NotStarted tasks requires one of — a dateRange, isOverdue=true, or restricting status to non-NotStarted values. (2) Prefer the narrowest date range that answers the question — broad ranges (quarterly/yearly) are expensive; prefer Today / ThisWeek / Next7Days / ThisMonth over larger windows unless explicitly asked. (3) For 'oldest incomplete tasks' prefer status=['InProgress','Blocked'] with sortBy=StartDate (no date range needed), or add isOverdue=true if 'oldest overdue' is meant. (4) For 'how many X?' questions, pass limit=0 to get just the total count without fetching any task data — much cheaper than fetching a full page and counting.",
 		inputSchema: ListTasksInputSchema,
 		annotations: {
 			readOnlyHint: true,
@@ -9530,7 +9543,7 @@ async function buildServer(config) {
 	}, (args) => handleListTasks(api, args));
 	registerTenantTool(server, api, "get_task_context", {
 		title: "Get full context for a single task",
-		description: "Get a consolidated view of one task by code: identity (name, code, status, overdue flag, start/due/statutory dates, time estimate, assignee), description, task-level checklist, workflow progress (groups and steps with status, assignee, and completion info — only if the task has a workflow attached), notes (pinned first, then newest first), and the parent client. Use this AFTER list_tasks identifies a task of interest, or when the user references a specific task by code. Tolerates partial failures — if notes or workflow steps can't be loaded, the task details are still returned with a note about what's missing. Only fails outright if the task itself can't be fetched (e.g. unknown code).",
+		description: "Get a consolidated view of one task by code: identity (name, code, status, overdue flag, start/due/statutory dates, time estimate, assignee, category, billable service, recurring/workflow templates), description, task-level checklist, workflow progress (groups and steps with status, assignee, and completion info — only if the task has a workflow attached), notes (pinned first, then newest first), and the parent client. Use this AFTER list_tasks identifies a task of interest, or when the user references a specific task by code. Tolerates partial failures — if notes or workflow steps can't be loaded, the task details are still returned with a note about what's missing. Only fails outright if the task itself can't be fetched (e.g. unknown code).",
 		inputSchema: GetTaskContextInputSchema,
 		annotations: {
 			readOnlyHint: true,
@@ -10063,7 +10076,7 @@ async function buildServer(config) {
 	}, (args) => handleCreateTask(api, args));
 	registerWriteTool(server, api, config.context, "update_task", {
 		title: "Update a task (status, dates, assignment, details)",
-		description: "Update fields on an existing task by code: status (mark Completed / InProgress / Blocked / Skipped), name, description, start/due/statutory dates, time estimate, assigned user or team, and category. Only the fields you pass change — the handler fetches the current task and preserves everything else (clients, checklist, service and recurring-task links), so it's safe to pass just { taskCode, status: 'Completed' } for 'mark it done'. Pass null to clear a clearable field (description, statutory date, estimate, assignee, team, category). Use for 'mark TSK-123 complete', 'push the deadline to Friday', 'reassign it to Jane' (resolve her code from the roster), 'unassign this task' (assignedUserCode=null). Completing a task does NOT complete its workflow steps — if get_task_context showed open steps, tell the user they remain open. Cannot delete tasks — deletion isn't available through the MCP.",
+		description: "Update fields on an existing task by code: status (mark Completed / InProgress / Blocked / Skipped), name, description, start/due/statutory dates, time estimate, assigned user or team, and category. Only the fields you pass change — everything else on the task (clients, checklist, start and due times, service and recurring-task links) is left exactly as it is, so it's safe to pass just { taskCode, status: 'Completed' } for 'mark it done'. Pass null to clear a clearable field (description, statutory date, estimate, assignee, team, category). Use for 'mark TSK-123 complete', 'push the deadline to Friday', 'reassign it to Jane' (resolve her code from the roster), 'unassign this task' (assignedUserCode=null). Completing a task does NOT complete its workflow steps — if get_task_context showed open steps, tell the user they remain open. Cannot delete tasks — deletion isn't available through the MCP.",
 		inputSchema: UpdateTaskInputSchema,
 		annotations: {
 			readOnlyHint: false,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.6194",
+  "version": "0.1.0-beta.6299",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {