@tenderlead/cli 0.4.0 → 0.4.2

package/README.md

@@ -22,12 +22,43 @@ Sign in with Google or an emailed sign-in link, then create a scoped token under
 ```bash
 export TENDERLEAD_API_TOKEN="paste-token-here"
 tenderlead whoami
+tenderlead account status
 tenderlead brief
 ```
 
 `whoami` confirms which account and token the CLI is using (masked email, plan,
 token label, scopes and expiry). It works with any valid token.
 
+`account status` uses a `profile:read` token to report profile readiness,
+personalised preview state and the number of opportunities in a released
+preview. If setup is incomplete, it gives the next browser step. Preview
+requests, trial start, token management and billing remain browser actions.
+Existing profile fields can still be edited with `profile apply`.
+
+The `account status` command is included in CLI 0.4.2 and uses the deployed
+read-only route:
+
+```http
+GET /v1/account/status
+Authorization: Bearer TENDERLEAD_API_TOKEN
+```
+
+It requires `profile:read` and returns a compact account-scoped response:
+
+```json
+{
+  "account": { "active": false, "plan_tier": null, "plan_status": null, "trial_ends_at": null },
+  "profile": { "ready": true },
+  "preview": { "status": "sent", "requested_at": "2026-09-20T09:00:00.000Z", "briefing_sent_at": "2026-09-20T09:05:00.000Z" },
+  "released_opportunity_count": 3,
+  "next_action": { "action": "start_trial", "url": "https://tenderlead.co.uk/personalised-preview", "label": "Open your preview to start a trial or choose a plan" }
+}
+```
+
+The route does not return profile fields, email addresses or tender records.
+Preview requests, trial activation and account-access changes use the returned
+browser URL rather than adding CLI write access.
+
 Use JSON output for scripts and agents:
 
 ```bash
@@ -110,6 +141,31 @@ For draft workspace edits or evidence-pack workspace state, pass the existing
 request JSON with `--file`. The CLI sets `contract_id` from the command and sends
 the remaining fields to the same handler used by the signed-in product.
 
+### Prepare a checklist from a public tender link
+
+With a Team account and a `workspace:write` token:
+
+```bash
+tenderlead drafts fetch CONTRACT_ID --url "https://www.contractsfinder.service.gov.uk/Notice/NOTICE_ID" > documents.json
+```
+
+This retrieves public PDF/Word attachments from supported official notices
+(Contracts Finder, Find a Tender and Public Contracts Scotland). It returns
+`documents` and `warnings`, without calling a model or saving a draft. Each
+document retains its source URL. Check the text, warnings and complete buyer
+pack before proceeding. Portal-only files still need manual upload.
+
+To build a checklist, put the reviewed `documents` array into a JSON object
+under `preparation_documents`, then run:
+
+```bash
+tenderlead drafts create CONTRACT_ID --file reviewed-documents.json
+```
+
+Checklist generation requires explicit account AI consent and available budget.
+It does not submit a bid or replace saved answers. Imports are limited to five
+documents, 2 MB per file and 60,000 text characters in total.
+
 Commands that replace, import, update or remove saved data ask for a typed
 confirmation. Reviewed automation can pass `--yes`. Run `tenderlead --help` for
 the full command list.
@@ -124,6 +180,16 @@ Revoke exposed tokens in Settings.
 Sign-in, token creation and revocation, Stripe checkout and billing, and
 permanent account deletion remain browser tasks.
 
+## OpenAI and Claude
+
+TenderLead's published OpenAI integration connects through OAuth and provides
+three read-only tools for the current brief, matched-tender search and saved
+tender decisions. If the connected account has no active trial or paid plan,
+the tool response links to the browser setup journey. Complete the company
+profile there, request the free personalised preview or start a trial, then
+retry the tool. The integration cannot change a profile, start a trial or alter
+billing. Claude access remains a private beta.
+
 Provider acceptance and API responses do not prove email inbox delivery.
 
 ## Requirements

package/bin/tenderlead.js

@@ -18,6 +18,7 @@ function usage() {
     'Usage:',
     '  tenderlead login',
     '  tenderlead whoami [--json]',
+    '  tenderlead account status [--json]',
     '  tenderlead brief [--json]',
     '  tenderlead tenders search [--query <text>] [--recommendation bid|skip] [--all] [--limit <1-50>] [--json]',
     '  tenderlead tender score <contract-id> [--json]',
@@ -45,6 +46,7 @@ function usage() {
     '  tenderlead templates upload --file <path> [--file <path>...] [--role <role>] [--yes] [--json]',
     '  tenderlead templates remove <template-id> [--yes]',
     '  tenderlead drafts list [--json]',
+    '  tenderlead drafts fetch <contract-id> --url <official-tender-url> [--json]',
     '  tenderlead drafts show <contract-id> [--workspace] [--json]',
     '  tenderlead drafts create <contract-id> [--file <request.json>] [--refresh] [--workspace] [--yes] [--json]',
     '  tenderlead drafts export <contract-id> --format text|docx|xlsx --output <path> [--yes]',
@@ -62,6 +64,10 @@ function parseArgs(argv) {
   const command = argv[2];
   if (command === 'login') return { command: 'login' };
   if (command === 'whoami') return parseJsonOnlyArgs(argv, 3, { command: 'whoami', json: false });
+  if (command === 'account') {
+    if (argv[3] !== 'status') throw new Error('Use account status.');
+    return parseJsonOnlyArgs(argv, 4, { command: 'account', action: 'status', json: false });
+  }
   if (command === 'brief') {
     const options = { command: 'brief', json: false };
     for (let index = 3; index < argv.length; index += 1) {
@@ -314,13 +320,14 @@ function parseTemplatesArgs(argv) {
 function parseDraftArgs(argv) {
   const action = argv[3];
   if (action === 'list') return parseJsonOnlyArgs(argv, 4, { command: 'drafts', action, json: false });
-  if (!['show', 'create', 'export', 'import'].includes(action)) throw new Error('Use drafts list, show, create, export or import.');
+  if (!['show', 'create', 'export', 'import', 'fetch'].includes(action)) throw new Error('Use drafts list, show, create, export, import or fetch.');
   const contractId = argv[4];
   if (!contractId || contractId.startsWith('--')) throw new Error(`drafts ${action} requires a contract ID`);
   const options = { command: 'drafts', action, contractId, file: null, refresh: false, workspace: false, format: null, output: null, yes: false, json: false };
   for (let index = 5; index < argv.length; index += 1) {
     const arg = argv[index];
-    if (arg === '--json') options.json = true;
+    if (arg === '--url' && action === 'fetch') { options.url = optionValue(argv, index, arg); index += 1; }
+    else if (arg === '--json') options.json = true;
     else if (arg === '--yes') options.yes = true;
     else if (arg === '--refresh') options.refresh = true;
     else if (arg === '--workspace') options.workspace = true;
@@ -331,6 +338,7 @@ function parseDraftArgs(argv) {
   }
   if (action === 'export' && (!['text', 'docx', 'xlsx'].includes(options.format) || !options.output)) throw new Error('drafts export requires --format text|docx|xlsx and --output <path>');
   if (action === 'import' && !options.file) throw new Error('drafts import requires --file <workspace.xlsx>');
+  if (action === 'fetch' && !options.url) throw new Error('drafts fetch requires --url <official-tender-url>');
   return options;
 }
 
@@ -361,6 +369,24 @@ function formatWhoami(payload) {
   return rows.map(([label, value]) => `${label.padEnd(width)}  ${value}`).join('\n');
 }
 
+function formatAccountStatus(payload) {
+  const account = payload.account || {};
+  const profile = payload.profile || {};
+  const preview = payload.preview || null;
+  const nextAction = payload.next_action || {};
+  return [
+    '# TenderLead account status',
+    '',
+    `Access: ${account.active ? 'active' : 'inactive'}`,
+    `Plan: ${line(account.plan_tier, 'not set')} (${line(account.plan_status, 'not active')})`,
+    `Profile: ${profile.ready ? 'ready' : 'incomplete'}`,
+    `Preview: ${preview ? line(preview.status, 'unknown') : 'not requested'}`,
+    `Released opportunities: ${Number(payload.released_opportunity_count) || 0}`,
+    '',
+    `Next: ${line(nextAction.label, 'Open TenderLead in your browser')}${nextAction.url ? `: ${nextAction.url}` : ''}`,
+  ].join('\n');
+}
+
 function formatBrief(payload) {
   const rows = Array.isArray(payload.opportunities) ? payload.opportunities : [];
   const lines = ['# TenderLead daily brief', '', `Generated: ${line(payload.generated_at, 'Not recorded')}`, `Plan: ${line(payload.tier, 'Not recorded')}`, '', '## Opportunities', ''];
@@ -422,6 +448,7 @@ async function apiRequest(path, options = {}, fetchImpl = fetch) {
 }
 
 async function fetchWhoami(fetchImpl = fetch) { return apiRequest('/api/cli/whoami', {}, fetchImpl); }
+async function fetchAccountStatus(fetchImpl = fetch) { return apiRequest('/v1/account/status', {}, fetchImpl); }
 
 async function fetchBrief(_options, fetchImpl = fetch) {
   return apiRequest('/v1/briefs/daily', {}, fetchImpl);
@@ -707,6 +734,7 @@ async function main() {
     return;
   }
   if (options.command === 'whoami') return printPayload(await fetchWhoami(), options.json, formatWhoami);
+  if (options.command === 'account') return printPayload(await fetchAccountStatus(), options.json, formatAccountStatus);
   if (options.command === 'brief') {
     const brief = await fetchBrief(options);
     console.log(options.json ? JSON.stringify(brief, null, 2) : formatBrief(brief));
@@ -774,6 +802,7 @@ async function main() {
     return printPayload(await removeTemplate(options.id), options.json, () => `Removed bid template ${options.id}.`);
   }
   if (options.command === 'drafts') {
+    if (options.action === 'fetch') return printPayload(await apiRequest('/v1/drafts', {method: 'POST', body: JSON.stringify({contract_id: options.contractId, preparation_url: options.url})}), true);
     if (options.action === 'list') {
       const payload = await fetchDrafts();
       return printPayload(payload, options.json, value => formatList('TenderLead bid drafts', value.drafts || [], row => `${line(row.title, 'Untitled')} · ${line(row.contract_id, 'unknown')}`));
@@ -839,7 +868,7 @@ if (require.main === module) {
 }
 
 module.exports = {
-  parseArgs, openLogin, fetchWhoami, formatWhoami, formatBrief, formatTenders, formatScore, fetchBrief, searchTenders, scoreTender, fetchProfile, updateProfile,
+  parseArgs, openLogin, fetchWhoami, fetchAccountStatus, formatWhoami, formatAccountStatus, formatBrief, formatTenders, formatScore, fetchBrief, searchTenders, scoreTender, fetchProfile, updateProfile,
   validateProfile, readProfileFile, profileTemplate, profileDiff, formatProfile,
   formatProfileDiff, confirmApply, confirmWord, readJsonFile, contentTypeForFile, appendFiles,
   fetchPipeline, addPipelineItem, updatePipelineItem, removePipelineItem, fetchInsights, sendTenderFeedback, sendProductFeedback,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@tenderlead/cli",
-  "version": "0.4.0",
+  "version": "0.4.2",
   "private": false,
   "description": "Run TenderLead tender, profile, pipeline, insight and bid-workspace workflows from the terminal",
   "homepage": "https://tenderlead.co.uk",