conduyt 1.48.0 → 1.50.0

package/dist/index.js

@@ -468,6 +468,7 @@ deals
     if (opts.json !== undefined)
         Object.assign(body, jsonArg(opts.json, "--json"));
     assertFiniteValue(body.value);
+    assertDealSource(body);
     return client.post("/api/v1/deals", body);
 }));
 deals
@@ -477,6 +478,19 @@ deals
     assertUuid(id, "deal id");
     return client.get(`/api/v1/deals/${encodeURIComponent(id)}`);
 }));
+// Conduyt #129: every deal carries a source — it can be changed, never cleared. Validated on the FINAL merged body
+// (flags and --json alike) so the CLI fails locally instead of shipping a guaranteed 422. An omitted source on
+// create is fine: the server derives it (explicit → trigger → contact → "Unknown (created via api)").
+function assertDealSource(body) {
+    if (!("source" in body))
+        return;
+    const v = body.source;
+    if (v === null || typeof v !== "string" || v.trim() === "" || v.trim().toLowerCase() === "null") {
+        throw new Error("A deal's source can be changed, never cleared (every deal carries a source). Pass a non-blank source string, or omit it.");
+    }
+    if (v.length > 500)
+        throw new Error("source must be at most 500 characters.");
+}
 deals
     .command("update <id>")
     .description("Update a deal (PATCH — only the fields you pass change). --stage moves the deal (won/lost status auto-derives from the target stage's flags)")
@@ -487,7 +501,7 @@ deals
     .option("--pipeline <id>", "move to this pipeline UUID")
     .option("--contact <id>", "primary contact UUID")
     .option("--status <status>", "explicit status (open|won|lost); overrides the status auto-derived from --stage")
-    .option("--source <source>", "attribution source for THIS deal (pass 'null' to clear it)")
+    .option("--source <source>", "attribution source for THIS deal (can be changed, never cleared — every deal carries a source)")
     .option("--lost-reason <reason>", "reason for a lost/disqualified deal — some stages REQUIRE it on entry; when the stage has a configured dropdown the API 422 lists the valid lostReasonOptions, resend with one of those exact values")
     .option("--json <json>", "full JSON body, merged over the flags")
     .action(run(async (client, id, opts) => {
@@ -512,14 +526,14 @@ deals
     if (opts.status !== undefined)
         body.status = opts.status;
     if (opts.source !== undefined) {
-        // Mirror the API validator (blank rejected, 500-char cap) so the CLI
-        // fails locally rather than shipping a guaranteed 422.
-        if (opts.source.trim() === "") {
-            throw new Error("--source was provided but is blank. Omit it, or pass 'null' to clear the source.");
+        // Mirror the API validator (Conduyt #129: a deal's source can change, never be cleared; blank rejected,
+        // 500-char cap) so the CLI fails locally rather than shipping a guaranteed 422.
+        if (opts.source.trim() === "" || opts.source.trim().toLowerCase() === "null") {
+            throw new Error("A deal's source can be changed, never cleared (every deal carries a source). Pass the new source, or omit --source.");
         }
         if (opts.source.length > 500)
             throw new Error("--source must be at most 500 characters.");
-        body.source = opts.source === "null" ? null : opts.source;
+        body.source = opts.source;
     }
     if (opts.stage !== undefined) {
         if (opts.stage.trim() === "")
@@ -534,6 +548,7 @@ deals
     if (opts.json !== undefined)
         Object.assign(body, jsonArg(opts.json, "--json"));
     assertFiniteValue(body.value);
+    assertDealSource(body);
     if (Object.keys(body).length === 0)
         throw new Error("Nothing to update. Pass at least one field flag or --json.");
     return client.patch(`/api/v1/deals/${encodeURIComponent(id)}`, body);
@@ -2440,6 +2455,154 @@ async function patchGeneralSettings(client, body) {
         throw err;
     }
 }
+function poolFilterOf(settings) {
+    const raw = settings.poolFilter;
+    const r = raw && typeof raw === "object" && !Array.isArray(raw) ? raw : {};
+    const int = (v) => (typeof v === "number" && Number.isInteger(v) ? v : null);
+    const min = int(r.minScore);
+    return {
+        enabled: r.enabled === true,
+        tagIds: Array.isArray(r.tagIds) ? r.tagIds.filter((t) => typeof t === "string") : [],
+        sources: Array.isArray(r.sources) ? r.sources.filter((x) => typeof x === "string") : [],
+        minScore: min !== null && min > 0 ? min : null,
+        maxScore: int(r.maxScore),
+        createdWithinDays: int(r.createdWithinDays),
+    };
+}
+function poolCriteriaPhrases(f, tags, tagLookupFailed = false) {
+    if (!f.enabled)
+        return [];
+    const list = (items) => (items.length <= 1 ? items.join("") : `${items.slice(0, -1).join(", ")} or ${items[items.length - 1]}`);
+    const out = [];
+    if (f.sources.length > 0)
+        out.push(`from ${list(f.sources)}`);
+    if (f.createdWithinDays !== null)
+        out.push(f.createdWithinDays === 1 ? "added in the past day" : `added in the past ${f.createdWithinDays} days`);
+    if (tags.length > 0) {
+        if (tagLookupFailed)
+            out.push(`tagged one of ${tags.length} ${tags.length === 1 ? "tag" : "tags"} (names unavailable right now)`);
+        else {
+            const names = tags.filter((t) => t.name !== null).map((t) => t.name);
+            const deleted = tags.length - names.length;
+            if (deleted > 0)
+                names.push(deleted === 1 ? "a deleted tag (matches nothing)" : `${deleted} deleted tags (match nothing)`);
+            out.push(`tagged ${list(names)}`);
+        }
+    }
+    if (f.minScore !== null && f.maxScore !== null)
+        out.push(f.minScore === f.maxScore ? `lead score ${f.minScore}` : `lead score ${f.minScore} to ${f.maxScore}`);
+    else if (f.minScore !== null)
+        out.push(`lead score ${f.minScore} or higher`);
+    else if (f.maxScore !== null)
+        out.push(`lead score ${f.maxScore} or lower`);
+    return out;
+}
+/** a flag's whole number in [min, max], or null for the literal "none" (clears the bound) */
+function boundedIntFlag(raw, flag, min, max) {
+    if (raw === undefined)
+        return undefined;
+    if (raw.trim().toLowerCase() === "none")
+        return null;
+    if (!/^\d+$/.test(raw.trim()))
+        throw new Error(`${flag} must be a whole number between ${min} and ${max}, or "none"`);
+    const n = Number(raw.trim());
+    if (n < min || n > max)
+        throw new Error(`${flag} must be between ${min} and ${max}`);
+    return n;
+}
+/** "a, b" → ["a","b"]; the literal "none" → [] (clears the rule) */
+function listFlag(raw) {
+    if (raw === undefined)
+        return undefined;
+    if (raw.trim().toLowerCase() === "none")
+        return [];
+    return raw.split(",").map((x) => x.trim()).filter(Boolean);
+}
+const leadPool = program
+    .command("lead-pool")
+    .description("Lead pool curation behind Up for Grabs / Lead Pool: which unassigned leads agents can see and claim (settings scope)");
+leadPool
+    .command("settings")
+    .description("Show the curated pool rules (settings.poolFilter): enabled, tags (any of, with names), sources (any of), minScore / maxScore (lead score floor / ceiling; equal = one exact score), createdWithinDays (added to the CRM in the past N days — creation time), the plain-English criteria line the Up for Grabs page shows, and poolClaimDailyLimit. Every configured rule must match; an empty rule is skipped.")
+    .action(run(async (client) => {
+    const result = (await client.get("/api/v1/settings"));
+    const raw = result?.data ?? {};
+    const filter = poolFilterOf(raw);
+    let tags = [];
+    let tagLookupFailed = false;
+    if (filter.tagIds.length > 0) {
+        try {
+            const t = (await client.get("/api/v1/tags?per_page=200"));
+            const rows = Array.isArray(t) ? t : Array.isArray(t.data) ? (t.data) : [];
+            const byId = new Map(rows.filter((x) => !!x && typeof x === "object" && typeof x.id === "string").map((x) => [x.id, x.name]));
+            tags = filter.tagIds.map((id) => ({ id, name: byId.get(id) ?? null }));
+        }
+        catch {
+            tagLookupFailed = true;
+            tags = filter.tagIds.map((id) => ({ id, name: null }));
+        }
+    }
+    const limit = typeof raw.poolClaimDailyLimit === "number" ? raw.poolClaimDailyLimit : null;
+    return { data: { ...filter, tags, ...(tagLookupFailed ? { tagLookupFailed } : {}), criteria: poolCriteriaPhrases(filter, tags, tagLookupFailed), poolClaimDailyLimit: limit } };
+}));
+leadPool
+    .command("set-settings")
+    .description("Change the curated pool rules. Pass only what changes; the rest keep their stored value. --enabled on|off; --tags <uuid,uuid|none> (lead must carry ANY of these; none clears); --sources <a,b|none> (lead source is ANY of these, exact; none clears); --min-score <0-1000|none>; --max-score <0-1000|none> (equal to --min-score = one exact score, e.g. lead quality 4); --added-within-days <1-365|none> (only leads added to the CRM in the past N days — creation time; a re-import of an existing contact is not new); --claim-limit <0-200> (daily grabs per agent, 0 = no cap). Enabling with no rule at all is refused; a max below the min is refused. Sends the settings revision it read (409 = another save landed first: re-run).")
+    .option("--enabled <on|off>", "turn the curated pool on or off")
+    .option("--tags <ids>", "comma-separated tag UUIDs (any of), or none")
+    .option("--sources <names>", "comma-separated lead sources (any of), or none")
+    .option("--min-score <n>", "lead score floor 0-1000, or none")
+    .option("--max-score <n>", "lead score ceiling 0-1000, or none")
+    .option("--added-within-days <n>", "only leads added to the CRM in the past 1-365 days, or none")
+    .option("--claim-limit <n>", "daily claim cap per agent 0-200 (0 = off)")
+    .action(run(async (client, opts) => {
+    const current = (await client.get("/api/v1/settings"));
+    const stored = poolFilterOf(current?.data ?? {});
+    const tagIds = listFlag(opts.tags);
+    if (tagIds)
+        for (const id of tagIds)
+            if (!/^[0-9a-f-]{36}$/i.test(id))
+                throw new Error(`--tags: "${id}" is not a tag UUID (see: conduyt tags list)`);
+    const minScore = boundedIntFlag(opts.minScore, "--min-score", 0, 1000);
+    const maxScore = boundedIntFlag(opts.maxScore, "--max-score", 0, 1000);
+    const createdWithinDays = boundedIntFlag(opts.addedWithinDays, "--added-within-days", 1, 365);
+    const claimLimit = boundedIntFlag(opts.claimLimit, "--claim-limit", 0, 200);
+    if (claimLimit === null)
+        throw new Error("--claim-limit takes 0-200 (0 = no cap), not none");
+    const next = {
+        enabled: opts.enabled !== undefined ? onOffArg(opts.enabled, "--enabled") : stored.enabled,
+        tagIds: tagIds ?? stored.tagIds,
+        sources: listFlag(opts.sources) ?? stored.sources,
+        minScore: minScore === undefined ? stored.minScore : minScore,
+        maxScore: maxScore === undefined ? stored.maxScore : maxScore,
+        createdWithinDays: createdWithinDays === undefined ? stored.createdWithinDays : createdWithinDays,
+    };
+    if (next.minScore !== null && next.maxScore !== null && next.maxScore < next.minScore)
+        throw new Error(`--max-score (${next.maxScore}) must be at least --min-score (${next.minScore})`);
+    const hasRule = next.tagIds.length > 0 || next.sources.length > 0 || next.minScore !== null || next.maxScore !== null || next.createdWithinDays !== null;
+    if (next.enabled && !hasRule)
+        throw new Error("enabled with no rule would read as disabled — set at least one of --tags, --sources, --min-score, --max-score, --added-within-days, or --enabled off");
+    if (opts.enabled === undefined && tagIds === undefined && opts.sources === undefined && minScore === undefined && maxScore === undefined && createdWithinDays === undefined && claimLimit === undefined) {
+        throw new Error("nothing to change — pass at least one flag");
+    }
+    const body = { poolFilter: next };
+    if (claimLimit !== undefined)
+        body.poolClaimDailyLimit = claimLimit;
+    return patchGeneralSettings(client, body);
+}));
+leadPool
+    .command("up-for-grabs")
+    .description("The Up for Grabs queue as the rep page shows it (GET /api/v1/up-for-grabs, up-for-grabs scope): open claim offers plus the unassigned leads the curated pool admits (highest score first, up to 200) with a teaser each, the active poolFilter (tag names resolved) and the criteria line. Claim one with POST /api/v1/up-for-grabs/{contactId}/claim.")
+    .action(run(async (client) => {
+    const result = (await client.get("/api/v1/up-for-grabs"));
+    const data = result?.data ?? {};
+    const pf = data.poolFilter && typeof data.poolFilter === "object" ? data.poolFilter : null;
+    const filter = pf
+        ? { enabled: pf.enabled === true, tagIds: (pf.tags ?? []).map((t) => t.id), sources: pf.sources ?? [], minScore: pf.minScore ?? null, maxScore: pf.maxScore ?? null, createdWithinDays: pf.createdWithinDays ?? null }
+        : { enabled: false, tagIds: [], sources: [], minScore: null, maxScore: null, createdWithinDays: null };
+    const offers = Array.isArray(data.offers) ? data.offers : [];
+    return { data: { offers, count: offers.length, poolFilter: pf, criteria: poolCriteriaPhrases(filter, pf?.tags ?? [], pf?.tagLookupFailed === true) } };
+}));
 const lifecycle = program
     .command("lifecycle")
     .description("Lifecycle settings: lead master statuses, intake-deal creation, how the tenant works leads, and lost propagation");

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt",
-  "version": "1.48.0",
+  "version": "1.50.0",
   "description": "Command-line interface for Conduyt CRM — manage contacts, deals, pipelines, and run insight queries from your terminal.",
   "type": "module",
   "main": "dist/index.js",