conduyt 1.27.0 → 1.29.0

package/dist/index.js

@@ -2222,6 +2222,67 @@ ringGroups
 // bottom. Dialing settings + reorder are admin-only in the API.
 // ---------------------------------------------------------------------------
 // ── Custom reports: the Lead Activity grid (reporting P1, 2026-09-10) ──────────────────────────────────────────────
+const dashboards = program.command("dashboards").description("Dashboards: boards of tiles (a saved report as a KPI, chart, table or pivot) with one set of filters for the whole board");
+dashboards
+    .command("list")
+    .description("List the dashboards this key can open")
+    .action(run(async (client) => client.get("/api/v1/dashboards")));
+dashboards
+    .command("create")
+    .description("Create a dashboard from JSON ({ name, description?, filters?: { dateRange, start, end, assignedTo[], sources[] }, isShared? })")
+    .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")
+        throw new Error("The definition needs a name.");
+    return client.post("/api/v1/dashboards", body);
+}));
+dashboards
+    .command("get <id>")
+    .description("One dashboard with its tiles")
+    .action(run(async (client, id) => { assertUuid(id, "dashboard id"); return client.get(`/api/v1/dashboards/${id}`); }));
+dashboards
+    .command("update <id>")
+    .description("Patch a dashboard from JSON (name, description, filters, isShared, tileOrder: [tileId...])")
+    .requiredOption("--json <patch>", "the patch as JSON (or @file)")
+    .action(run(async (client, id, opts) => {
+    assertUuid(id, "dashboard id");
+    const raw = opts.json.startsWith("@") ? (await import("node:fs")).readFileSync(opts.json.slice(1), "utf8") : opts.json;
+    return client.patch(`/api/v1/dashboards/${id}`, JSON.parse(raw));
+}));
+dashboards
+    .command("delete <id>")
+    .description("Delete a dashboard (its tiles go with it; the reports stay)")
+    .action(run(async (client, id) => { assertUuid(id, "dashboard id"); return client.del(`/api/v1/dashboards/${id}`); }));
+dashboards
+    .command("add-tile <id>")
+    .description("Pin a saved report to a dashboard")
+    .requiredOption("--report <reportId>", "saved report id")
+    .requiredOption("--kind <kind>", "kpi | chart | table | pivot")
+    .option("--style <style>", "kpi: ledger | trend | goal; chart: ranked | target | focus")
+    .option("--size <size>", "s | m | l", "m")
+    .option("--title <title>", "tile title (defaults to the report name)")
+    .option("--target <n>", "goal KPI target")
+    .action(run(async (client, id, opts) => {
+    assertUuid(id, "dashboard id");
+    assertUuid(opts.report, "report id");
+    return client.post(`/api/v1/dashboards/${id}/tiles`, { savedReportId: opts.report, kind: opts.kind, style: opts.style, size: opts.size, title: opts.title, target: opts.target !== undefined ? Number(opts.target) : undefined });
+}));
+dashboards
+    .command("update-tile <id> <tileId>")
+    .description("Change a tile from JSON (style, size, title, target; null clears)")
+    .requiredOption("--json <patch>", "the patch as JSON")
+    .action(run(async (client, id, tileId, opts) => { assertUuid(id, "dashboard id"); assertUuid(tileId, "tile id"); return client.patch(`/api/v1/dashboards/${id}/tiles/${tileId}`, JSON.parse(opts.json)); }));
+dashboards
+    .command("remove-tile <id> <tileId>")
+    .description("Remove a tile from a dashboard")
+    .action(run(async (client, id, tileId) => { assertUuid(id, "dashboard id"); assertUuid(tileId, "tile id"); return client.del(`/api/v1/dashboards/${id}/tiles/${tileId}`); }));
+dashboards
+    .command("run <id>")
+    .description("Run every tile with the board filters (or --filters JSON for this run only)")
+    .option("--filters <json>", "board filters for this run")
+    .action(run(async (client, id, opts) => { assertUuid(id, "dashboard id"); return client.post(`/api/v1/dashboards/${id}/run`, opts.filters ? { filters: JSON.parse(opts.filters) } : {}); }));
 const reports = program.command("reports").description("Custom reports: the Lead Activity grid (rollups, custom fields, Smart View populations, CSV/XLSX export)");
 reports
     .command("fields <entity>")
@@ -2427,6 +2488,24 @@ reports
     }
     return client.get(`/api/v1/reports/speed-to-lead?${params.toString()}`);
 }));
+reports
+    .command("funnel")
+    .description("Stage funnel for one pipeline: deals that entered each stage in the window (created in it or moved into it) and what happened to them so far (advanced, lost, moved back, handed off to another pipeline, still there; the five add up to the entries) with median days per stage, plus the cohort of deals created in the window by where they sit now. Built from recorded stage moves, never from a snapshot. Windows clamp to 90 days.")
+    .requiredOption("--pipeline <id>", "the pipeline to report on")
+    .option("--from <iso>", "window start (default: 90 days before --to)")
+    .option("--to <iso>", "window end (default: now)")
+    .option("--range <key>", "a shared dashboard range key (today, week, month, quarter, year, last_30_days, ...) instead of --from/--to")
+    .action(run(async (client, opts) => {
+    assertUuid(opts.pipeline, "pipeline id");
+    const params = new URLSearchParams({ pipelineId: opts.pipeline });
+    if (opts.from)
+        params.set("from", opts.from);
+    if (opts.to)
+        params.set("to", opts.to);
+    if (opts.range)
+        params.set("dateRange", opts.range);
+    return client.get(`/api/v1/reports/funnel?${params.toString()}`);
+}));
 reports
     .command("schedule-delete <sid>")
     .description("Remove a schedule (past deliveries stay downloadable until they expire)")

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt",
-  "version": "1.27.0",
+  "version": "1.29.0",
   "description": "Command-line interface for Conduyt CRM — manage contacts, deals, pipelines, and run insight queries from your terminal.",
   "type": "module",
   "main": "dist/index.js",