conduyt 1.72.0 → 1.74.0

package/dist/index.js

@@ -3,7 +3,7 @@ import { readFileSync, writeFileSync } from "node:fs";
 import { addPoolFilterSet, listPoolFilterSets, removePoolFilterSet, updatePoolFilterSet } from "./pool-filter-sets.js";
 import { fileURLToPath } from "node:url";
 import { dirname, join } from "node:path";
-import { Command, CommanderError } from "commander";
+import { Command, CommanderError, Option } from "commander";
 import { ConduytClient, buildQuery } from "./client.js";
 import { minimumGradeOf, minimumGradePatch, parseGradeFlag } from "./message-check-minimum.js";
 import { splitList, stageRulePatch, validateCardFields, validateRuleChange } from "./board-settings.js";
@@ -80,11 +80,23 @@ contacts
     .command("list")
     .description("List contacts")
     .option("--limit <n>", "max results")
-    .option("--cursor <cursor>", "pagination cursor")
-    .option("--query <q>", "search query")
+    .option("--page <n>", "page number (default 1; the contacts list pages with page and per_page)")
+    .option("--cursor <cursor>", "not supported on contacts list (the API pages with --page); passing it exits 1 and sends no request")
+    .option("--query <q>", "search text (name, email, phone; sent to the API as `search`)")
+    .option("--email <address>", "exact email lookup, repeatable (--email a@x.com --email b@y.com): matches the primary email or any secondary email slot, trimmed and lower-cased; each address is at most 254 characters; an empty or invalid address, or more than 20 distinct addresses, is a 400; on a workspace whose identifier index is still being built, a lookup whose stored spellings exceed its stored-spelling bind budget is a 422 (a count of spellings, not contacts; other filters do not help)", (v, prev = []) => [...prev, v])
     .option("--master-status <list>", "only these lead statuses, comma-separated (open, won, lost, abandoned, disqualified, or an account custom status)")
     .option("--exclude-master-status <list>", "hide these lead statuses, comma-separated — e.g. won,lost,abandoned,disqualified is the Active view")
-    .action(run(async (client, opts) => client.get(`/api/v1/contacts${buildQuery({ limit: opts.limit, cursor: opts.cursor, query: opts.query, master_status: opts.masterStatus, exclude_master_status: opts.excludeMasterStatus })}`)));
+    .action(run(async (client, opts) => {
+    // the route never reads `cursor` (it pages with page / per_page): refuse before any request instead of silently returning page 1
+    if (opts.cursor !== undefined)
+        throw new Error("contacts list does not support --cursor (the API pages with page and per_page); use --page <n>");
+    // the API reads `search` (there is no `query` param), and every repeated `email` occurrence
+    const qs = new URLSearchParams(buildQuery({ limit: opts.limit, page: opts.page, search: opts.query, master_status: opts.masterStatus, exclude_master_status: opts.excludeMasterStatus }).slice(1));
+    for (const address of opts.email ?? [])
+        qs.append("email", address);
+    const q = qs.toString();
+    return client.get(`/api/v1/contacts${q ? `?${q}` : ""}`);
+}));
 contacts
     .command("get <id>")
     .description("Get a single contact by id (includes `revision`: pass it as --expected-revision on `contacts update` / `contacts collaborators`; `hasOutboundSms` is true when the workspace has ever PROVABLY texted the contact: a proven send only, not a draft, a queued row or a pre-send failure; use it to pick `messages check --context`: false = first, true = conversation; `hasOutboundEmail` is the same for email: true when at least one outbound email to the contact was proven sent, so a genuine \"Re:\" reply is a conversation and not flagged)")
@@ -2670,57 +2682,104 @@ companies
 }));
 // ---- tags ----
 // ---- saved filters (personal, Velocify-style) ----
+// Smart View icons (app branch fable/smart-view-icons): the 30 current ids in picker order. The API also accepts 17 legacy ids as
+// deprecated inputs (saved as the mapped new id); they are deliberately not listed here.
+const SMART_VIEW_ICON_IDS = [
+    "heart", "star", "trophy", "badge", "target", "eye", "clock", "hourglass", "siren", "bolt",
+    "fire", "rain", "funnel", "pyramid", "flag", "pin", "push-pin", "thumbs-up", "thumbs-down", "coffee",
+    "rocket", "number-1", "number-2", "number-3", "number-4", "number-5", "number-6", "number-7", "number-8", "number-9",
+];
+const SMART_VIEW_ICON_HELP = (omitted) => `the view's icon, one of (picker order): ${SMART_VIEW_ICON_IDS.join(", ")}. ${omitted}. Legacy icon ids are accepted but saved as the new id; anything else is 400 invalid_icon`;
+const SAVED_FILTER_ENTITY_ERROR = "saved filters are contact Smart Views; --entity is no longer supported";
+function rejectEntity(body) {
+    if ("entity" in body || "entityType" in body)
+        throw new Error(SAVED_FILTER_ENTITY_ERROR);
+}
+/** saved-filters update/delete take a Smart View id, but the generic routes also edit/delete SHARED views for admin keys: read the view first and
+ *  refuse anything that is not one of the caller's personal views (the GET is the only request made in the refusal path). A missing view throws the server's reason. */
+async function requirePersonalSmartView(client, id) {
+    const res = (await client.get(`/api/v1/smart-views/${encodeURIComponent(id)}`));
+    if (res?.data?.isPersonal !== true) {
+        throw new Error("this is a shared Smart View; saved filters are personal views only (use `conduyt api PATCH /smart-views/<id> --body '{...}'` or `conduyt api DELETE /smart-views/<id>`)");
+    }
+}
 const savedFilters = program
     .command("saved-filters")
     .description("Manage YOUR personal saved contact filters (the web app's Saved dropdown; requires the 'saved-filters' key scope)");
 savedFilters
     .command("list")
-    .description("List your saved filters")
-    .option("--entity <type>", "entity type (default contact)")
-    .action(run(async (client, opts) => client.get(`/api/v1/saved-filters${buildQuery({ entity_type: opts.entity })}`)));
+    .description("List your saved filters: your PERSONAL Smart Views (GET /smart-views, every page, filtered to isPersonal). The printed id is the Smart View id that update and delete take")
+    .action(run(async (client) => {
+    for (let attempt = 0; attempt < 3; attempt += 1) {
+        const first = (await client.get("/api/v1/smart-views?counts=false"));
+        const rows = [...first.data.data];
+        let meta = first.data.meta;
+        let shifted = false;
+        for (let page = 2; meta.has_more && page <= 50; page += 1) {
+            const next = (await client.get(`/api/v1/smart-views?page=${page}&counts=false`));
+            if (next.data.meta.order_stamp !== first.data.meta.order_stamp) {
+                shifted = true;
+                break;
+            }
+            rows.push(...next.data.data);
+            meta = next.data.meta;
+        }
+        if (!shifted)
+            return rows.filter((v) => v.isPersonal === true);
+    }
+    throw new Error("Smart Views kept changing while they were listed; try again.");
+}));
 savedFilters
     .command("create")
-    .description("Save a named filter (grouped payload via --filters JSON)")
+    .description("Save a named filter (a personal Smart View, private to you; grouped payload via --filters JSON)")
     .option("--name <name>", "display name (required, unique per user, max 60 chars)")
     .option("--filters <json>", `grouped filter payload JSON, e.g. [{"conjunction":"AND","rules":[{"field":"source","operator":"equals","value":"facebook"}]}]`)
     .option("--sort-field <field>", "sort field (default createdAt)")
     .option("--sort-order <dir>", "asc | desc (default desc)")
-    .option("--entity <type>", "entity type (default contact)")
-    .option("--json <json>", "full JSON body, merged over the flags")
+    .addOption(new Option("--entity <type>", "removed").hideHelp()) // not in the help; passing it exits with SAVED_FILTER_ENTITY_ERROR instead of being ignored
+    .option("--icon <id>", SMART_VIEW_ICON_HELP("Omitted: heart (the default)"))
+    .option("--json <json>", "full JSON body, merged over the flags (may carry `icon`: same ids, same default and same 400 invalid_icon as --icon)")
     .action(run(async (client, opts) => {
+    if (opts.entity !== undefined)
+        throw new Error(SAVED_FILTER_ENTITY_ERROR);
     const body = {};
     if (opts.name !== undefined)
         body.name = opts.name;
+    if (opts.icon !== undefined)
+        body.icon = opts.icon;
     if (opts.filters !== undefined)
         body.filters = jsonArrayArg(opts.filters, "--filters");
     if (opts.sortField !== undefined)
         body.sortField = opts.sortField;
     if (opts.sortOrder !== undefined)
         body.sortOrder = opts.sortOrder;
-    if (opts.entity !== undefined)
-        body.entityType = opts.entity;
     if (opts.json !== undefined)
         Object.assign(body, jsonArg(opts.json, "--json"));
+    rejectEntity(body);
     // A --json merge can clobber filters with a non-array; re-assert the
     // shape after ALL merges so a malformed payload fails locally.
     if (body.filters !== undefined && !Array.isArray(body.filters)) {
         throw new Error("filters must be a JSON ARRAY (grouped payload or flat rules).");
     }
-    return client.post("/api/v1/saved-filters", body);
+    // a saved filter IS a personal Smart View (saved-filters write routes retired 2026-09-24, 410): personal:true keeps it private for every key
+    return client.post("/api/v1/smart-views", { ...body, personal: true });
 }));
 savedFilters
     .command("update <id>")
-    .description("Rename a saved filter or replace its filters/sort (owner-only)")
+    .description("Rename a saved filter (a personal Smart View) or replace its filters/sort (owner-only). The id must be one of YOUR personal views (see `saved-filters list`); a shared Smart View id is refused after one GET, nothing is changed (edit a shared view with `conduyt api PATCH /smart-views/<id> --body '{...}'`)")
     .option("--name <name>", "new display name")
     .option("--filters <json>", "grouped filter payload JSON")
     .option("--sort-field <field>", "sort field")
     .option("--sort-order <dir>", "asc | desc")
-    .option("--json <json>", "full JSON body, merged over the flags")
+    .option("--icon <id>", SMART_VIEW_ICON_HELP("Omitted: unchanged"))
+    .option("--json <json>", "full JSON body, merged over the flags (may carry `icon`: same ids and same 400 invalid_icon as --icon)")
     .action(run(async (client, id, opts) => {
     assertUuid(id, "saved filter id");
     const body = {};
     if (opts.name !== undefined)
         body.name = opts.name;
+    if (opts.icon !== undefined)
+        body.icon = opts.icon;
     if (opts.filters !== undefined)
         body.filters = jsonArrayArg(opts.filters, "--filters");
     if (opts.sortField !== undefined)
@@ -2729,18 +2788,21 @@ savedFilters
         body.sortOrder = opts.sortOrder;
     if (opts.json !== undefined)
         Object.assign(body, jsonArg(opts.json, "--json"));
+    rejectEntity(body);
     // Same post-merge shape assertion as create — see above.
     if (body.filters !== undefined && !Array.isArray(body.filters)) {
         throw new Error("filters must be a JSON ARRAY (grouped payload or flat rules).");
     }
-    return client.patch(`/api/v1/saved-filters/${encodeURIComponent(id)}`, body);
+    await requirePersonalSmartView(client, id);
+    return client.patch(`/api/v1/smart-views/${encodeURIComponent(id)}`, body);
 }));
 savedFilters
     .command("delete <id>")
-    .description("Delete one of your saved filters (owner-only)")
+    .description("Delete one of your saved filters (a personal Smart View; owner-only). The id must be one of YOUR personal views (see `saved-filters list`); a shared Smart View id is refused after one GET, nothing is deleted (delete a shared view with `conduyt api DELETE /smart-views/<id>`)")
     .action(run(async (client, id) => {
     assertUuid(id, "saved filter id");
-    return client.del(`/api/v1/saved-filters/${encodeURIComponent(id)}`);
+    await requirePersonalSmartView(client, id);
+    return client.del(`/api/v1/smart-views/${encodeURIComponent(id)}`);
 }));
 const tags = program.command("tags").description("Manage tags");
 tags
@@ -5233,7 +5295,7 @@ 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");
+const smartViews = program.command("smart-views").description(`Smart Views and their Smart Dialing priorities. Creating or updating a view (conduyt api POST /smart-views, PATCH /smart-views/<id>, or saved-filters create/update) takes an optional icon, one of (picker order): ${SMART_VIEW_ICON_IDS.join(", ")}. heart is the default on create. Legacy icon ids are accepted but saved as the new id; anything else is 400 invalid_icon`);
 smartViews
     .command("list")
     .description("List Smart Views in sidebar order (= Smart Dialing priority) with lead counts, audience (groupId / members / isPersonal) and dialing settings")

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt",
-  "version": "1.72.0",
+  "version": "1.74.0",
   "description": "Command-line interface for Conduyt CRM — manage contacts, deals, pipelines, and run insight queries from your terminal.",
   "type": "module",
   "main": "dist/index.js",