@thatopen/services 0.3.12 → 0.3.14

package/dist/cli.js

@@ -11745,33 +11745,76 @@ revitCommand.command("status").description("Show the add-in status and the curre
   const r = await callAddin("status");
   console.log(JSON.stringify(r, null, 2));
 });
-revitCommand.command("publish-central").description("Turn a .rvt into a shared central and upload it to a project").requiredOption("--project <id>", "Platform project id").requiredOption("--doc <name>", "A short name for this central (e.g. tower-central)").requiredOption("--file <path>", "Absolute path to the source .rvt on this machine").action(async (opts) => {
+revitCommand.command("inspect").description("Check whether a .rvt is already a workshared central (before sharing)").requiredOption("--file <path>", "Absolute path to the .rvt to inspect").action(async (opts) => {
+  await connect();
+  const r = await callAddin("inspect", { file: opts.file });
+  console.log(JSON.stringify(r, null, 2));
+  if (r.isCentral) {
+    console.log("\nThis file is already a central — you can share it as-is (a copy is uploaded; your original is untouched).");
+  } else {
+    console.log("\nThis file is NOT a central yet. To share it, it must be converted into one.");
+    console.log("Publishing works on a COPY, so your original file is never modified.");
+    console.log("Ask the user for consent, then run publish-central with --convert.");
+  }
+});
+revitCommand.command("publish-central").description("Turn a .rvt into a shared central and upload it to a project").requiredOption("--project <id>", "Platform project id").requiredOption("--doc <name>", "A short name for this central (e.g. tower-central)").requiredOption("--file <path>", "Absolute path to the source .rvt on this machine").option("--convert", "Allow converting a non-central .rvt into one (on a copy; original untouched)").action(async (opts) => {
   await connect();
   console.log(`Publishing "${opts.file}" as central "${opts.doc}"...`);
   console.log("(Revit is enabling worksharing and saving the central — this can take a bit.)");
   const r = await callAddin("publish-central", {
     project: opts.project,
     doc: opts.doc,
-    file: opts.file
+    file: opts.file,
+    convert: !!opts.convert
   });
-  console.log(`Published. Central: ${r.central} (version ${r.version}).`);
-  console.log(`Collaborators can now join with:`);
+  const how = r.wasCentral ? "copied the existing central" : "converted a copy into a central";
+  console.log(`Published (${how}). Central: ${r.central} (version ${r.version}).`);
+  console.log(`Your original file was not modified. Collaborators can now join with:`);
   console.log(`  thatopen revit join --project ${opts.project} --doc ${opts.doc}`);
 });
-revitCommand.command("join").description("Download a shared central and create + open your local in Revit").requiredOption("--project <id>", "Platform project id").requiredOption("--doc <name>", "The central name to join (from whoever published it)").action(async (opts) => {
-  await connect();
-  console.log(`Joining "${opts.doc}"...`);
-  const r = await callAddin("join", { project: opts.project, doc: opts.doc });
-  console.log(`Joined. Your local was created and opened in Revit:`);
-  console.log(`  ${r.local}`);
-  console.log(`Model as usual, then run "thatopen revit sync" (or the "Sync to team" button).`);
-});
+revitCommand.command("join").description("Download a shared central and create + open your local in Revit").option("--folder-id <id>", "The central's project folder id (the revit-<doc> folder in That Open)").option("--path <path>", "Local path to the shared central (C:\\ThatOpenShared\\<proj>\\<doc>\\<name>.rvt)").option("--project <id>", "Platform project id (use together with --doc)").option("--doc <name>", "The central name to join (use together with --project)").action(
+  async (opts) => {
+    await connect();
+    if (!opts.folderId && !opts.path && !(opts.project && opts.doc)) {
+      console.error(
+        "Identify the central to join with one of: --folder-id, --path, or --project + --doc."
+      );
+      process.exit(1);
+    }
+    console.log("Joining...");
+    const r = await callAddin("join", {
+      folderId: opts.folderId,
+      path: opts.path,
+      project: opts.project,
+      doc: opts.doc
+    });
+    console.log(`Joined. Your local was created and opened in Revit:`);
+    console.log(`  ${r.local}`);
+    console.log(`Model as usual, then run "thatopen revit sync" (or the "Sync to team" button).`);
+  }
+);
 revitCommand.command("sync").description("Synchronize your local with the team (queued, no divergence)").action(async () => {
   await connect();
   console.log("Syncing with the team...");
   const r = await callAddin("sync");
   console.log(`Synced.  v${r.verB} → v${r.verA}.`);
 });
+revitCommand.command("worksets").description("List the model worksets and who owns each").action(async () => {
+  await connect();
+  const r = await callAddin("worksets");
+  console.log(JSON.stringify(r.worksets, null, 2));
+});
+revitCommand.command("take").description("Take ownership of a workset (only one person at a time — the team lock arbitrates)").requiredOption("--workset <name>", "The workset name to take").action(async (opts) => {
+  await connect();
+  const r = await callAddin("take", { workset: opts.workset });
+  if (r.taken) console.log(`✓ Took workset "${r.workset}" (${r.result}). You can now edit its elements.`);
+  else console.log(`✗ Could NOT take "${r.workset}" — it is held by "${r.deniedBy}". Ask them to release it (untake).`);
+});
+revitCommand.command("untake").description("Release a workset you own so teammates can take it").requiredOption("--workset <name>", "The workset name to release").action(async (opts) => {
+  await connect();
+  const r = await callAddin("untake", { workset: opts.workset });
+  console.log(`Released workset "${r.released}".`);
+});
 const pkg = JSON.parse(
   require$$3.readFileSync(require$$2.join(__dirname, "..", "package.json"), "utf-8")
 );

package/docs/revit-collab-quickstart.md

@@ -1,151 +1,205 @@
 # That Open — Revit Collaboration Quickstart (for AI assistants)
 
 You are an AI assistant. A user pointed you at this guide so you can set up or join
-**real‑time Revit collaboration** through the That Open platform. Follow the steps
-**in order**. Ask the user for anything you don't already have. Do **exactly** what each
-step says — don't improvise, don't skip the verification lines, and don't call platform
-APIs directly. Everything is done with the `thatopen` CLI.
+**real‑time Revit collaboration** through the That Open platform. Follow the steps **in
+order**. Ask the user for anything you don't already have. **You may run the setup commands
+yourself** (install the CLI, install the add‑in, launch Revit) — do it, don't just tell the
+user to, *except* where a step says only the user can. Everything is driven by the
+`thatopen` CLI.
 
 ## What this does
 Multiple people work on **one shared Revit central model** using Revit's native
-worksharing. The central lives on the That Open platform. Each person has their own
-local; when they **sync**, their changes go up and their teammates' changes come down.
-All syncs are automatically **queued**, so the central never conflicts or diverges.
+worksharing. The central lives on the That Open platform. Each person has their own local;
+when they **sync**, their changes go up and their teammates' come down. All syncs are
+**queued**, so the central never conflicts or diverges.
 
-## Rules (read first, follow throughout)
+## Rules (follow throughout)
 - **Never** print, echo, store, or commit the user's access token.
-- **Ask, don't assume.** If you're missing a value (project id, file path, central name),
-  ask the user for it before running a command.
-- **Use only the `thatopen` CLI** commands in this guide. Don't hand‑edit files or call
-  HTTP APIs.
-- Revit‑specific work (enable worksharing, create local, sync) happens **inside the That
-  Open Revit add‑in**; the CLI drives it. The user must have Revit open with the add‑in.
-- After each command, **check the output** matches what this guide says before moving on.
+- **Ask, don't assume.** Missing a project id, file path, or central name? Ask first.
+- **Use only the `thatopen` CLI** for platform actions. Don't call HTTP APIs by hand.
+- You may **install software and launch Revit** on the user's machine — briefly tell the
+  user what you're about to run before you run it.
+- After each command, **check the output** before moving on.
 
 ---
 
-## Step 0 — Prerequisites (check, don't assume)
+## Step 0 — Ask what the user wants to do
+Ask the user:
+> "What would you like to do?
+> (A) **Share** a Revit model with my team for the first time.
+> (B) **Connect** to a shared central a teammate already uploaded.
+> (C) I **already have my local open** in Revit — just sync it."
 
-1. **Node.js 18+** — run `node -v`. If missing, ask the user to install Node.js, then continue.
-2. **The CLI** — install/upgrade it:
-   ```
-   npm install -g @thatopen/services@latest
-   ```
-   Verify with `thatopen --version`.
-3. **Revit 2026 is open** on this machine. Ask the user to confirm.
-4. **The That Open Revit add‑in is installed.** Ask the user:
-   *"Do you already have the That Open Revit add‑in installed?"*
-   - **If no / not sure — the plugin files ship in the SAME folder as this guide**
-     (this guide travels inside the plugin zip). Install it:
-     1. In this folder, right‑click `install.ps1` → **Run with PowerShell**
-        (or run `powershell -ExecutionPolicy Bypass -File .\install.ps1`).
-     2. **Restart Revit 2026.** If Revit warns the add‑in is from an unknown publisher,
-        choose **"Always Load"**.
-     - *If you have only this guide and not the plugin files, download the plugin zip here,
-       unzip it, and run `install.ps1`:*
-       **https://drive.google.com/file/d/1HL_Ti7N_qN0Q-X7vNYOQst3yEgIY-xXO/view?usp=drive_link**
-5. **Verify the add‑in is running** — run:
-   ```
-   thatopen revit status
-   ```
-   It should print JSON containing `"loaded": true`. If instead you see
-   *"The That Open Revit add‑in is not running"*, the user must open Revit 2026 (with the
-   add‑in installed) and — if they just installed it — **restart Revit**. Then retry.
+Then collect the inputs for their choice (ask now — you'll need them below):
 
----
+- **(A) Share:** the **absolute path** to the `.rvt` to share, and a short lowercase
+  **name** for the shared central (e.g. `tower-central`). Also the platform **Project ID**
+  (see below). The file may or may not already be a workshared central — you'll check that
+  in Step 3; either way **the user's original file is never modified** (a copy is uploaded).
 
-## Step 1 — Log in
+- **(B) Connect:** ask the user to identify the existing central by **one** of:
+  - the **project folder id** of the central — the `revit-<name>` folder inside the
+    project's `bimterop` folder in the That Open dashboard (copy its id from the folder), **or**
+  - the **local path** to the shared central on their PC, if they already have it
+    (looks like `C:\ThatOpenShared\<project>\<name>\<file>.rvt`).
 
-Ask the user for their **platform access token**:
-*"Please paste your That Open access token (dashboard → Data → API Tokens → Create → copy)."*
-**Never echo the token back.** Then run:
-```
-thatopen login --token <TOKEN>
-```
-- For the **dev** environment, add: `--api-url https://dev.platform.thatopen.com`
-- Success looks like: `Logged in successfully. Config saved to ~/.thatopen/config.json`.
+  (If they already have their local *open* in Revit, that's really case **(C)** — just sync.)
 
----
+- **(A) — Project ID:** find it in the That Open dashboard — open the project; the ID is in
+  the project settings and the project URL. The user's token (Step 2) must belong to an
+  account with access to this project, or platform calls fail with **403** (see
+  Troubleshooting). For **(B)** the folder id / local path already encodes the project, so
+  you don't need to ask the Project ID separately.
 
-## Step 2 — Which project?
+- **(C):** nothing extra — Revit must have their local open.
 
-Ask the user for the **platform Project ID** they want to collaborate in
-(they can find it in the platform dashboard / project settings / project URL).
-Remember it as `<PROJECT>` for the commands below.
+Do **not** ask for the access token yet (that's Step 2).
 
 ---
 
-## Step 3 — Publish or Join?
-
-Ask the user:
-*"Do you want to **(A) share a Revit model** with your team for the first time, or
-**(B) join a shared model** a teammate already uploaded?"*
-
-### 3A — Share a model (publisher)
-Use this when the user has a Revit file on their machine they want the team to work on.
-It works whether the file is a **normal (non‑workshared) model** or already a **central** —
-both are fine.
-
-1. Ask for the **absolute path** to the `.rvt` on this machine → `<FILE>`.
-2. Ask for a **short name** for this shared central, e.g. `tower-central` → `<DOC>`.
-   (This is how teammates will refer to it when they join. Keep it lowercase, no spaces.)
-3. Run:
+## Step 1 — Make sure the tools are ready (do this yourself)
+1. **CLI.** Run:
    ```
-   thatopen revit publish-central --project <PROJECT> --doc <DOC> --file "<FILE>"
+   npm install -g @thatopen/services@latest
    ```
-   This enables worksharing, saves it as a central, uploads it, and opens **your** local in
-   Revit. It can take a bit (Revit is doing the worksharing conversion).
-4. Success prints `Published. Central: ... (version N).` Tell the user their teammates can
-   now join with:
+   Verify `thatopen --version` prints a version. (Needs Node.js 18+; if `node -v` fails,
+   ask the user to install Node.js, then continue.)
+
+2. **Revit + add‑in.** Run:
    ```
-   thatopen revit join --project <PROJECT> --doc <DOC>
+   thatopen revit status
    ```
+   - Prints `"loaded": true` → the add‑in is running. Go to **Step 2**.
+   - Errors **"The That Open Revit add‑in is not running"** → work through (a) then (b):
 
-### 3B — Join a shared model (collaborator)
-Use this when a teammate has already published a central to this project.
-
-1. Ask for the **central name** the publisher gave them → `<DOC>`.
-2. Run:
+   **(a) Is Revit 2026 open?** If not, launch it (Windows):
    ```
-   thatopen revit join --project <PROJECT> --doc <DOC>
+   powershell -Command "Start-Process 'C:\Program Files\Autodesk\Revit 2026\Revit.exe'"
    ```
-   This downloads the central, creates the user's **local**, and opens it in Revit.
-   Success prints `Joined. Your local was created and opened in Revit: ...`.
+   Cold start can take 1–3 minutes. Wait, then re‑run `thatopen revit status`. If it now
+   says `"loaded": true`, go to Step 2.
+
+   **(b) Revit is open but status still errors → the add‑in isn't installed. Install it:**
+   - The add‑in files ship in **this same folder** as this guide (`install.ps1`,
+     `Bt3Addin.dll`, `Bt3Core.dll`, `bt3.addin`). From this folder, run:
+     ```
+     powershell -ExecutionPolicy Bypass -File install.ps1
+     ```
+     *(If you don't have those files, download the plugin zip here, unzip it, then run
+     `install.ps1` from the unzipped folder:
+     https://drive.google.com/file/d/1HL_Ti7N_qN0Q-X7vNYOQst3yEgIY-xXO/view?usp=drive_link )*
+   - **Restart Revit** so it loads the add‑in: close Revit, then launch it again with the
+     `Start-Process` command above.
+   - On the first launch after installing, Revit shows an **"unsigned add‑in"** prompt.
+     **Only the user can click it — ask them to choose "Always Load".**
+   - Re‑run `thatopen revit status` every ~10s until it prints `"loaded": true`.
 
 ---
 
-## Step 4 — Work, then sync
+## Step 2 — Log in
+The user needs a personal **access token** from the That Open platform. Ask them for it and
+tell them exactly where to get it:
+
+> "To log in I need your That Open **access token**. To create one:
+> 1. Open your That Open dashboard in a browser — **production:** https://platform.thatopen.com
+>    · **dev:** https://dev.platform.thatopen.com (use the one that matches your team).
+> 2. Go to **Data → API Tokens**.
+> 3. Click **Create a new token** and **copy** it.
+> 4. Paste it here."
 
-Tell the user: **model normally** in the local that Revit just opened.
-When they want to **send their changes to the team and pull the team's changes**, run:
+**Never print, echo, or store the token.** Once the user pastes it, run:
 ```
-thatopen revit sync
+thatopen login --token <TOKEN>
 ```
-…or click **"Sync to team"** in the **"That Open"** panel of Revit's **Add‑Ins** tab.
-Success prints `Synced.  vN → vM.` Everyone's syncs are queued automatically — no conflicts.
+- **Production is the default.** For the **dev** environment, also add:
+  `--api-url https://dev.platform.thatopen.com`
+- Success prints `Logged in successfully…`. If it fails with **"Unauthorized"**, the token
+  is invalid or for the other environment — see **Troubleshooting**, then ask for a fresh
+  token and retry.
+
+---
 
-They can keep working and sync as often as they like. Repeat this step.
+## Step 3 — Do the action
+
+### (A) Share a model — `inspect`, then `publish-central`
+First check whether the file is already a workshared central:
+```
+thatopen revit inspect --file "<FILE>"
+```
+- **`"isCentral": true`** → it's already a central. Tell the user: *"This is already a
+  central; I'll upload a copy to the shared location — your original file won't be touched."*
+  Then publish (no `--convert` needed):
+  ```
+  thatopen revit publish-central --project <PROJECT> --doc <DOC> --file "<FILE>"
+  ```
+- **`"isCentral": false`** → it's a plain model. **Tell the user and ask for consent:**
+  *"This file isn't a shared central yet. To share it I need to turn it into one. I'll do
+  that on a COPY, so your original file stays exactly as it is. Shall I go ahead?"*
+  Only after the user agrees, publish **with `--convert`**:
+  ```
+  thatopen revit publish-central --project <PROJECT> --doc <DOC> --file "<FILE>" --convert
+  ```
+
+`<DOC>` is the short central name from Step 0; `<FILE>` is the `.rvt` path. Publishing saves
+the central at the shared canonical location, uploads it, and opens **your** local in Revit
+(takes a bit). Success: `Published (…). Central: … (version N). Your original file was not
+modified.` Tell teammates to connect with the **project folder id** shown in the dashboard,
+or with `thatopen revit join --project <PROJECT> --doc <DOC>`.
+
+> If you skip `inspect` and the file isn't a central, `publish-central` will refuse with a
+> message telling you to re-run with `--convert` — still ask the user first.
+
+### (B) Connect to a central — `join`
+Use whichever identifier the user gave you in Step 0:
+```
+thatopen revit join --folder-id <FOLDER_ID>          # the revit-<name> folder id in the project
+thatopen revit join --path "<C:\ThatOpenShared\...\central.rvt>"   # a local shared-central path
+```
+(Advanced: `--project <PROJECT> --doc <DOC>` also works if the user knows both.)
+This downloads the central, creates the user's **local**, and opens it in Revit.
+Success: `Joined. Your local was created and opened in Revit: …`.
+
+### (C) Already have a local open — `sync`
+```
+thatopen revit sync
+```
+Reads everything from the open local. Nothing else needed.
 
 ---
 
-## Special case — the user already has their local open
-If the user **already has their local `.rvt` open in Revit** from a previous session, they
-do **not** need to log in / join again. The open file already knows its project and central.
-Just tell them to run `thatopen revit sync` (or click **"Sync to team"**) — it reads
-everything it needs from the open local.
+## Step 4 — Work, then sync
+Tell the user to **model normally** in the local Revit opened. To send their changes to the
+team and pull the team's changes, run:
+```
+thatopen revit sync
+```
+…or click **"Sync to team"** in the **"That Open"** panel of Revit's **Add‑Ins** tab.
+Success: `Synced.  vN → vM.` Repeat as often as they like; syncs are queued, no conflicts.
 
 ---
 
 ## Troubleshooting
-- **"The That Open Revit add‑in is not running"** → open Revit 2026 with the add‑in
-  installed; if just installed, restart Revit; then retry.
-- **"Not logged in"** → do Step 1.
-- **publish/join says a value is missing** → you omitted an `--option`. Re‑run with all of
-  `--project`, `--doc`, and (for publish) `--file`.
-- **"Could not reach the Revit add‑in"** → Revit was closed. Reopen it and retry.
+- **`thatopen login` fails with "Unauthorized"** → the token is invalid/expired, or it's
+  for a different environment than `--api-url`. Ask the user to generate a fresh token in
+  the dashboard (Data → API Tokens) for the SAME environment: production tokens use **no**
+  `--api-url`; dev tokens use `--api-url https://dev.platform.thatopen.com`. Then retry.
+- **publish/join fails with HTTP 403** on `item/folder?projectId=…` → login worked but the
+  user's account is **not authorized for that Project ID** (wrong project, wrong
+  environment, or no access). Confirm the Project ID with the user and that their token
+  (Step 2) belongs to an account with access to it, then retry.
+- **"add‑in not running"** after Revit is open → the add‑in isn't installed; do Step 1(b).
+- **"Could not reach the Revit add‑in"** → Revit was closed; reopen it and retry.
+- **"Not logged in"** → do Step 2.
+- **publish says a value is missing** → re‑run with `--project`, `--doc`, and `--file`.
+- **publish refuses: "not a workshared central … re-run with convert=true"** → the file is a
+  plain model. Ask the user for consent to convert a **copy** (original untouched), then add
+  `--convert`.
+- **`join` says "Identify the central … with one of …"** → provide `--folder-id`, or
+  `--path`, or both `--project` and `--doc`.
 
 ## Rules recap (for the AI)
 - Ask for every value you don't have — never guess a project id, file path, or central name.
 - Never echo or store the user's token.
-- Only use the `thatopen` CLI commands shown here; verify each command's output before
-  proceeding.
+- You may install the CLI/add‑in and launch Revit yourself; only the "Always Load" prompt
+  needs the user.
+- Use only the `thatopen` CLI commands above; verify each command's output before proceeding.

package/package.json

@@ -15,7 +15,7 @@
     "access": "public"
   },
   "private": false,
-  "version": "0.3.12",
+  "version": "0.3.14",
   "main": "dist/index.cjs.js",
   "module": "dist/index.es.js",
   "types": "dist/index.d.ts",