conduyt 1.22.0 → 1.24.0

package/dist/client.js

@@ -56,6 +56,25 @@ export class ConduytClient {
     del(path) {
         return this.request("DELETE", path);
     }
+    /** A POST whose body comes back as text (a CSV or XLSX export), not JSON. */
+    async postText(path, body) {
+        const url = `${this.baseUrl}${path.startsWith("/") ? path : `/${path}`}`;
+        const res = await fetch(url, {
+            method: "POST",
+            headers: { Authorization: `Bearer ${this.apiKey}`, "Content-Type": "application/json" },
+            body: body === undefined ? undefined : JSON.stringify(body),
+        });
+        const text = await res.text();
+        if (!res.ok) {
+            let msg = text.slice(0, 500);
+            try {
+                msg = JSON.parse(text).error ?? msg;
+            }
+            catch { /* keep the raw text */ }
+            throw new Error(`Conduyt API ${res.status}: ${msg}`);
+        }
+        return { text, filename: res.headers.get("x-report-filename"), contentType: res.headers.get("content-type") };
+    }
     // Stream `ai chat`'s text/event-stream response to stdout as clean answer
     // text. The server frames SSE records as `data: {"text":"..."}\n\n`, ends
     // with `data: [DONE]\n\n`, and reports in-stream failures as

package/dist/index.js

@@ -2221,6 +2221,159 @@ ringGroups
 // Smart Dialing priorities: agents dial them one lead at a time, top to
 // bottom. Dialing settings + reorder are admin-only in the API.
 // ---------------------------------------------------------------------------
+// ── Custom reports: the Lead Activity grid (reporting P1, 2026-09-10) ──────────────────────────────────────────────
+const reports = program.command("reports").description("Custom reports: the Lead Activity grid (rollups, custom fields, Smart View populations, CSV/XLSX export)");
+reports
+    .command("fields <entity>")
+    .description("The field catalogue for a report base: columns, per-lead rollups (contacts/deals) and the account's custom fields (cf:<key>)")
+    .option("--kind <kind>", "only base | rollup | custom")
+    .action(run(async (client, entity, opts) => {
+    const res = (await client.get(`/api/v1/reports/custom/fields?entity=${encodeURIComponent(entity)}`));
+    const fields = Array.isArray(res?.fields) ? res.fields : [];
+    return opts.kind ? fields.filter((f) => f.kind === opts.kind) : fields;
+}));
+reports
+    .command("list")
+    .description("List saved custom reports (shared and your own) with their last-run status")
+    .action(run(async (client) => client.get("/api/v1/reports/custom")));
+reports
+    .command("create")
+    .description("Create a saved report from a JSON definition (name, entity, columns, filters, sortBy, groupBy, groupBy2, aggregate, measureField, population: { smartViewId })")
+    .requiredOption("--json <definition>", "the definition as JSON (or @file)")
+    .action(run(async (client, opts) => {
+    const raw = opts.json.startsWith("@") ? (await import("node:fs")).readFileSync(opts.json.slice(1), "utf8") : opts.json;
+    const body = JSON.parse(raw);
+    if (typeof body.name !== "string" || typeof body.entity !== "string" || !Array.isArray(body.columns)) {
+        throw new Error("The definition needs name, entity and columns.");
+    }
+    return client.post("/api/v1/reports/custom", body);
+}));
+reports
+    .command("run <id>")
+    .description("Run a saved report: a page of rows, the total, the metric, the chart data and (with groupBy2) the grouped rows")
+    .option("--page <n>", "page number", "1")
+    .option("--per-page <n>", "rows per page (1-500)", "100")
+    .action(run(async (client, id, opts) => {
+    assertUuid(id, "report id");
+    const params = new URLSearchParams({ page: String(Math.max(1, Number(opts.page) || 1)), per_page: String(Math.min(500, Math.max(1, Number(opts.perPage) || 100))) });
+    return client.post(`/api/v1/reports/custom/${id}/run?${params.toString()}`, {});
+}));
+reports
+    .command("export <id>")
+    .description("Export every matching row (up to 50,000) as CSV or XLSX; prints to stdout or writes --out")
+    .option("--format <format>", "csv | xlsx", "csv")
+    .option("--out <file>", "write the file here instead of stdout")
+    .action(async (id, opts) => {
+    try {
+        assertUuid(id, "report id");
+        const format = opts.format === "xlsx" ? "xlsx" : "csv";
+        const client = new ConduytClient();
+        const { text, filename } = await client.postText(`/api/v1/reports/custom/${id}/export?format=${format}`, {});
+        if (opts.out) {
+            (await import("node:fs")).writeFileSync(opts.out, text);
+            print({ written: opts.out, bytes: Buffer.byteLength(text), filename });
+        }
+        else {
+            process.stdout.write(text);
+        }
+    }
+    catch (err) {
+        fail(err);
+    }
+});
+// ── Reporting P2 (2026-09-10): scheduled delivery of saved reports ────────────────────────────────────────────────
+reports
+    .command("schedules <id>")
+    .description("The scheduled deliveries on a saved report (cadence, time, formats, recipients, next/last run)")
+    .action(run(async (client, id) => { assertUuid(id, "report id"); return client.get(`/api/v1/reports/custom/${id}/subscriptions`); }));
+reports
+    .command("schedule <id>")
+    .description("Email a saved report on a schedule (runs with your visibility)")
+    .requiredOption("--cadence <cadence>", "daily | weekly | monthly")
+    .requiredOption("--to <emails>", "recipient addresses, comma-separated (inside or outside the workspace)")
+    .option("--at <hh:mm>", "workspace-local time, 24h", "07:00")
+    .option("--weekday <n>", "weekly: 0 = Sunday … 6 = Saturday")
+    .option("--monthday <n>", "monthly: 1-28")
+    .option("--formats <list>", "csv,xlsx,pdf", "csv")
+    .option("--timezone <zone>", "IANA zone (defaults to the workspace timezone)")
+    .option("--name <name>", "a label for the schedule")
+    .option("--rolling", "only records created in the period since the last run")
+    .option("--paused", "create it paused")
+    .action(run(async (client, id, opts) => {
+    assertUuid(id, "report id");
+    const [hh, mm] = opts.at.split(":").map((x) => Number(x));
+    if (!Number.isInteger(hh) || hh < 0 || hh > 23 || !Number.isInteger(mm) || mm < 0 || mm > 59)
+        throw new Error("--at must be hh:mm (24h)");
+    const body = {
+        cadence: opts.cadence, hourLocal: hh, minuteLocal: mm,
+        formats: opts.formats.split(",").map((f) => f.trim()).filter(Boolean),
+        recipients: opts.to.split(",").map((e) => e.trim()).filter(Boolean).map((email) => ({ email })),
+        rangeMode: opts.rolling ? "rolling" : "as_saved", enabled: !opts.paused,
+    };
+    if (opts.weekday !== undefined)
+        body.weekday = Number(opts.weekday);
+    if (opts.monthday !== undefined)
+        body.monthday = Number(opts.monthday);
+    if (opts.timezone)
+        body.timezone = opts.timezone;
+    if (opts.name)
+        body.name = opts.name;
+    return client.post(`/api/v1/reports/custom/${id}/subscriptions`, body);
+}));
+reports
+    .command("schedule-update <sid>")
+    .description("Change a schedule (only the flags you pass change); --pause / --resume toggle it")
+    .option("--cadence <cadence>", "daily | weekly | monthly")
+    .option("--to <emails>", "replace the recipients, comma-separated")
+    .option("--at <hh:mm>", "workspace-local time, 24h")
+    .option("--weekday <n>").option("--monthday <n>").option("--formats <list>").option("--timezone <zone>").option("--name <name>")
+    .option("--rolling").option("--as-saved").option("--pause").option("--resume")
+    .action(run(async (client, sid, opts) => {
+    assertUuid(sid, "schedule id");
+    const body = {};
+    if (typeof opts.cadence === "string")
+        body.cadence = opts.cadence;
+    if (typeof opts.to === "string")
+        body.recipients = opts.to.split(",").map((e) => e.trim()).filter(Boolean).map((email) => ({ email }));
+    if (typeof opts.at === "string") {
+        const [hh, mm] = opts.at.split(":").map((x) => Number(x));
+        body.hourLocal = hh;
+        body.minuteLocal = mm;
+    }
+    if (typeof opts.weekday === "string")
+        body.weekday = Number(opts.weekday);
+    if (typeof opts.monthday === "string")
+        body.monthday = Number(opts.monthday);
+    if (typeof opts.formats === "string")
+        body.formats = opts.formats.split(",").map((f) => f.trim()).filter(Boolean);
+    if (typeof opts.timezone === "string")
+        body.timezone = opts.timezone;
+    if (typeof opts.name === "string")
+        body.name = opts.name;
+    if (opts.rolling)
+        body.rangeMode = "rolling";
+    if (opts.asSaved)
+        body.rangeMode = "as_saved";
+    if (opts.pause)
+        body.enabled = false;
+    if (opts.resume)
+        body.enabled = true;
+    if (Object.keys(body).length === 0)
+        throw new Error("Pass at least one change.");
+    return client.patch(`/api/v1/reports/subscriptions/${sid}`, body);
+}));
+reports
+    .command("schedule-delete <sid>")
+    .description("Remove a schedule (past deliveries stay downloadable until they expire)")
+    .action(run(async (client, sid) => { assertUuid(sid, "schedule id"); return client.del(`/api/v1/reports/subscriptions/${sid}`); }));
+reports
+    .command("schedule-send <sid>")
+    .description("Build and email a schedule now (one manual delivery)")
+    .action(run(async (client, sid) => { assertUuid(sid, "schedule id"); return client.post(`/api/v1/reports/subscriptions/${sid}/run`, {}); }));
+reports
+    .command("deliveries <sid>")
+    .description("The delivery history of a schedule with download URLs")
+    .action(run(async (client, sid) => { assertUuid(sid, "schedule id"); return client.get(`/api/v1/reports/subscriptions/${sid}/deliveries`); }));
 const smartViews = program.command("smart-views").description("Smart Views and their Smart Dialing priorities");
 smartViews
     .command("list")

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt",
-  "version": "1.22.0",
+  "version": "1.24.0",
   "description": "Command-line interface for Conduyt CRM — manage contacts, deals, pipelines, and run insight queries from your terminal.",
   "type": "module",
   "main": "dist/index.js",