not-manage 0.1.17

package/src/commands-billable-matters.js

@@ -0,0 +1,150 @@
+const {
+  fetchBillableMattersPage,
+  getValidAccessToken,
+} = require("./clio-api");
+const { getConfig, getTokenSet } = require("./store");
+const {
+  clip,
+  compactQuery,
+  fetchPages,
+  formatMoney,
+  parseLimit,
+  printKeyValueRows,
+  readContactName,
+} = require("./resource-utils");
+const { maybeRedactData, maybeRedactPayload } = require("./redaction");
+
+const DEFAULT_LIST_FIELDS =
+  "id,display_number,unbilled_hours,unbilled_amount,amount_in_trust,client{id,name,first_name,last_name}";
+
+function buildBillableMatterQuery(options) {
+  return compactQuery({
+    client_id: options.clientId || undefined,
+    end_date: options.endDate || undefined,
+    fields: options.fields || DEFAULT_LIST_FIELDS,
+    limit: parseLimit(options.limit, 1000),
+    matter_id: options.matterId || undefined,
+    originating_attorney_id: options.originatingAttorneyId || undefined,
+    page_token: options.pageToken || undefined,
+    query: options.query || undefined,
+    responsible_attorney_id: options.responsibleAttorneyId || undefined,
+    start_date: options.startDate || undefined,
+  });
+}
+
+function formatBillableMatterRow(record) {
+  return {
+    id: String(record.id || "-"),
+    matter: String(record.display_number || "-"),
+    client: readContactName(record.client),
+    hours: record.unbilled_hours === undefined || record.unbilled_hours === null ? "-" : Number(record.unbilled_hours).toFixed(2),
+    amount: formatMoney(record.unbilled_amount),
+    trust: formatMoney(record.amount_in_trust),
+  };
+}
+
+function printBillableMatterList(rows, options) {
+  if (rows.length === 0) {
+    console.log("No billable matters found for the selected filters.");
+    return;
+  }
+
+  const visibleRows = rows.slice(0, 50);
+  console.log("ID       MATTER                CLIENT               HOURS AMOUNT     TRUST");
+  console.log("-------- --------------------- -------------------- ----- ---------- ----------");
+
+  visibleRows.forEach((row) => {
+    const line = [
+      clip(row.id, 8).padEnd(8, " "),
+      clip(row.matter, 21).padEnd(21, " "),
+      clip(row.client, 20).padEnd(20, " "),
+      clip(row.hours, 5).padEnd(5, " "),
+      clip(row.amount, 10).padEnd(10, " "),
+      clip(row.trust, 10),
+    ].join(" ");
+
+    console.log(line);
+  });
+
+  if (rows.length > visibleRows.length) {
+    console.log(`Showing ${visibleRows.length} of ${rows.length} billable matters. Use --json for full output.`);
+  }
+
+  if (!options.all && options.nextPageUrl) {
+    console.log("");
+    console.log("More results are available.");
+    console.log("Run again with `--all` or pass `--page-token` from `--json` output.");
+  }
+}
+
+function printBillableMatter(record) {
+  printKeyValueRows([
+    ["ID", record.id],
+    ["Matter", record.display_number],
+    ["Client", readContactName(record.client)],
+    ["Unbilled Hours", record.unbilled_hours],
+    ["Unbilled Amount", formatMoney(record.unbilled_amount)],
+    ["Amount In Trust", formatMoney(record.amount_in_trust)],
+  ]);
+}
+
+async function getAuthContext() {
+  const config = await getConfig();
+  const tokenSet = await getTokenSet();
+  const accessToken = await getValidAccessToken(config, tokenSet);
+  return { config, accessToken };
+}
+
+async function billableMattersList(options = {}) {
+  const query = buildBillableMatterQuery(options);
+  const { config, accessToken } = await getAuthContext();
+  const result = await fetchPages(
+    (pageQuery, nextPageUrl) =>
+      fetchBillableMattersPage(config, accessToken, pageQuery, nextPageUrl),
+    query,
+    Boolean(options.all)
+  );
+
+  if (options.json) {
+    const firstPage = maybeRedactPayload(result.firstPage, options, "billable-matter");
+    if (!options.all) {
+      console.log(JSON.stringify(firstPage, null, 2));
+      return;
+    }
+
+    const data = maybeRedactData(result.data, options, "billable-matter");
+    console.log(
+      JSON.stringify(
+        {
+          data,
+          meta: {
+            pages_fetched: result.pagesFetched,
+            returned_count: data.length,
+          },
+        },
+        null,
+        2
+      )
+    );
+    return;
+  }
+
+  const rows = maybeRedactData(result.data, options, "billable-matter").map(
+    formatBillableMatterRow
+  );
+  printBillableMatterList(rows, { all: Boolean(options.all), nextPageUrl: result.nextPageUrl });
+  console.log("");
+  console.log(
+    `Returned ${rows.length} billable matter${rows.length === 1 ? "" : "s"} across ${result.pagesFetched} page${result.pagesFetched === 1 ? "" : "s"}.`
+  );
+}
+
+module.exports = {
+  billableMattersList,
+  __private: {
+    buildBillableMatterQuery,
+    formatBillableMatterRow,
+    printBillableMatter,
+    printBillableMatterList,
+  },
+};

package/src/commands-bills.js

@@ -0,0 +1,250 @@
+const {
+  fetchBill,
+  fetchBillsPage,
+  getValidAccessToken,
+} = require("./clio-api");
+const { getConfig, getTokenSet } = require("./store");
+const {
+  clip,
+  compactQuery,
+  fetchPages,
+  formatMoney,
+  parseLimit,
+  printKeyValueRows,
+  readContactName,
+  readMatterLabel,
+} = require("./resource-utils");
+const { maybeRedactData, maybeRedactPayload } = require("./redaction");
+
+const DEFAULT_LIST_FIELDS =
+  "id,number,state,type,kind,subject,memo,issued_at,due_at,paid,paid_at,pending,due,total,balance,created_at,updated_at,client{id,name,first_name,last_name},matters{id,display_number,number,description}";
+const DEFAULT_GET_FIELDS =
+  "id,number,state,type,kind,subject,memo,issued_at,due_at,paid,paid_at,pending,due,total,balance,created_at,updated_at,client{id,name,first_name,last_name},matters{id,display_number,number,description}";
+const VALID_BILL_STATUSES = new Set(["all", "overdue"]);
+
+function normalizeBillStatusFilters(options = {}) {
+  const state =
+    typeof options.state === "string"
+      ? options.state.trim() || undefined
+      : options.state || undefined;
+
+  if (options.status === undefined || options.status === null || options.status === "") {
+    return { state, status: undefined };
+  }
+
+  if (typeof options.status !== "string") {
+    throw new Error(
+      "Invalid value for --status on bills/invoices. Use `all`, `overdue`, or `unpaid`."
+    );
+  }
+
+  const status = options.status.trim().toLowerCase();
+
+  if (!status) {
+    throw new Error(
+      "Invalid value for --status on bills/invoices. Use `all`, `overdue`, or `unpaid`."
+    );
+  }
+
+  if (status === "unpaid") {
+    if (state && state !== "awaiting_payment") {
+      throw new Error(
+        "`--status unpaid` conflicts with `--state`. Use `--state awaiting_payment` or remove one of the filters."
+      );
+    }
+
+    return {
+      state: state || "awaiting_payment",
+      status: undefined,
+    };
+  }
+
+  if (!VALID_BILL_STATUSES.has(status)) {
+    throw new Error(
+      "Invalid value for --status on bills/invoices. Use `all`, `overdue`, or `unpaid`."
+    );
+  }
+
+  return { state, status };
+}
+
+function buildBillQuery(options) {
+  const filters = normalizeBillStatusFilters(options);
+
+  return compactQuery({
+    client_id: options.clientId || undefined,
+    created_since: options.createdSince || undefined,
+    due_after: options.dueAfter || undefined,
+    due_before: options.dueBefore || undefined,
+    fields: options.fields || DEFAULT_LIST_FIELDS,
+    issued_after: options.issuedAfter || undefined,
+    issued_before: options.issuedBefore || undefined,
+    limit: parseLimit(options.limit),
+    matter_id: options.matterId || undefined,
+    order: options.order || undefined,
+    overdue_only: options.overdueOnly ? true : undefined,
+    page_token: options.pageToken || undefined,
+    query: options.query || undefined,
+    state: filters.state,
+    status: filters.status,
+    type: options.type || undefined,
+    updated_since: options.updatedSince || undefined,
+  });
+}
+
+function readFirstMatterLabel(bill) {
+  const matters = Array.isArray(bill.matters) ? bill.matters : [];
+  if (matters.length === 0) {
+    return "-";
+  }
+
+  return readMatterLabel(matters[0]);
+}
+
+function formatBillRow(bill) {
+  return {
+    id: String(bill.id || "-"),
+    number: String(bill.number || "-"),
+    state: String(bill.state || "-"),
+    client: readContactName(bill.client),
+    dueAt: String(bill.due_at || "-"),
+    balance: formatMoney(bill.balance),
+  };
+}
+
+function printBillList(rows, options) {
+  if (rows.length === 0) {
+    console.log("No bills found for the selected filters.");
+    return;
+  }
+
+  const visibleRows = rows.slice(0, 50);
+  console.log("ID       BILL           STATE        CLIENT                       DUE          BALANCE");
+  console.log("-------- -------------- ------------ ---------------------------- ------------ ----------");
+
+  visibleRows.forEach((row) => {
+    const line = [
+      clip(row.id, 8).padEnd(8, " "),
+      clip(row.number, 14).padEnd(14, " "),
+      clip(row.state, 12).padEnd(12, " "),
+      clip(row.client, 28).padEnd(28, " "),
+      clip(row.dueAt, 12).padEnd(12, " "),
+      clip(row.balance, 10),
+    ].join(" ");
+
+    console.log(line);
+  });
+
+  if (rows.length > visibleRows.length) {
+    console.log(`Showing ${visibleRows.length} of ${rows.length} bills. Use --json for full output.`);
+  }
+
+  if (!options.all && options.nextPageUrl) {
+    console.log("");
+    console.log("More results are available.");
+    console.log("Run again with `--all` or pass `--page-token` from `--json` output.");
+  }
+}
+
+function printBill(bill) {
+  printKeyValueRows([
+    ["ID", bill.id],
+    ["Number", bill.number],
+    ["State", bill.state],
+    ["Type", bill.type],
+    ["Kind", bill.kind],
+    ["Client", readContactName(bill.client)],
+    ["Matter", readFirstMatterLabel(bill)],
+    ["Issued", bill.issued_at],
+    ["Due", bill.due_at],
+    ["Total", formatMoney(bill.total)],
+    ["Balance", formatMoney(bill.balance)],
+    ["Paid", formatMoney(bill.paid)],
+    ["Paid At", bill.paid_at],
+    ["Pending", formatMoney(bill.pending)],
+    ["Due Amount", formatMoney(bill.due)],
+    ["Subject", bill.subject],
+    ["Memo", bill.memo],
+    ["Created", bill.created_at],
+    ["Updated", bill.updated_at],
+  ]);
+}
+
+async function getAuthContext() {
+  const config = await getConfig();
+  const tokenSet = await getTokenSet();
+  const accessToken = await getValidAccessToken(config, tokenSet);
+  return { config, accessToken };
+}
+
+async function billsList(options = {}) {
+  const query = buildBillQuery(options);
+  const { config, accessToken } = await getAuthContext();
+  const result = await fetchPages(
+    (pageQuery, nextPageUrl) => fetchBillsPage(config, accessToken, pageQuery, nextPageUrl),
+    query,
+    Boolean(options.all)
+  );
+
+  if (options.json) {
+    const firstPage = maybeRedactPayload(result.firstPage, options, "bill");
+    if (!options.all) {
+      console.log(JSON.stringify(firstPage, null, 2));
+      return;
+    }
+
+    const data = maybeRedactData(result.data, options, "bill");
+    console.log(
+      JSON.stringify(
+        {
+          data,
+          meta: {
+            pages_fetched: result.pagesFetched,
+            returned_count: data.length,
+          },
+        },
+        null,
+        2
+      )
+    );
+    return;
+  }
+
+  const rows = maybeRedactData(result.data, options, "bill").map(formatBillRow);
+  printBillList(rows, { all: Boolean(options.all), nextPageUrl: result.nextPageUrl });
+  console.log("");
+  console.log(
+    `Returned ${rows.length} bill${rows.length === 1 ? "" : "s"} across ${result.pagesFetched} page${result.pagesFetched === 1 ? "" : "s"}.`
+  );
+}
+
+async function billsGet(options = {}) {
+  if (!options.id) {
+    throw new Error("Usage: not-manage bills get <id> [--fields ...] [--json]");
+  }
+
+  const { config, accessToken } = await getAuthContext();
+  const payload = await fetchBill(config, accessToken, options.id, {
+    fields: options.fields || DEFAULT_GET_FIELDS,
+  });
+  const redactedPayload = maybeRedactPayload(payload, options, "bill");
+
+  if (options.json) {
+    console.log(JSON.stringify(redactedPayload, null, 2));
+    return;
+  }
+
+  printBill(redactedPayload?.data || {});
+}
+
+module.exports = {
+  billsGet,
+  billsList,
+  __private: {
+    buildBillQuery,
+    formatBillRow,
+    normalizeBillStatusFilters,
+    printBill,
+    printBillList,
+  },
+};

package/src/commands-contacts.js

@@ -0,0 +1,179 @@
+const {
+  fetchContact,
+  fetchContactsPage,
+  getValidAccessToken,
+} = require("./clio-api");
+const { getConfig, getTokenSet } = require("./store");
+const {
+  clip,
+  compactQuery,
+  fetchPages,
+  formatBoolean,
+  parseLimit,
+  printKeyValueRows,
+  readContactName,
+} = require("./resource-utils");
+const { maybeRedactData, maybeRedactPayload } = require("./redaction");
+
+const DEFAULT_LIST_FIELDS =
+  "id,name,first_name,last_name,type,is_client,primary_email_address,secondary_email_address,primary_phone_number,secondary_phone_number,clio_connect_email,title,prefix,created_at,updated_at";
+const DEFAULT_GET_FIELDS =
+  "id,name,first_name,last_name,type,is_client,primary_email_address,secondary_email_address,primary_phone_number,secondary_phone_number,clio_connect_email,title,prefix,created_at,updated_at";
+
+function buildContactQuery(options) {
+  return compactQuery({
+    client_only: options.clientOnly ? true : undefined,
+    clio_connect_only: options.clioConnectOnly ? true : undefined,
+    created_since: options.createdSince || undefined,
+    email_only: options.emailOnly ? true : undefined,
+    fields: options.fields || DEFAULT_LIST_FIELDS,
+    initial: options.initial || undefined,
+    limit: parseLimit(options.limit),
+    order: options.order || undefined,
+    page_token: options.pageToken || undefined,
+    query: options.query || undefined,
+    type: options.type || undefined,
+    updated_since: options.updatedSince || undefined,
+  });
+}
+
+function formatContactRow(contact) {
+  return {
+    id: String(contact.id || "-"),
+    name: readContactName(contact),
+    type: String(contact.type || "-"),
+    client: formatBoolean(contact.is_client),
+    email: String(contact.primary_email_address || "-"),
+    phone: String(contact.primary_phone_number || "-"),
+  };
+}
+
+function printContactList(rows, options) {
+  if (rows.length === 0) {
+    console.log("No contacts found for the selected filters.");
+    return;
+  }
+
+  const visibleRows = rows.slice(0, 50);
+  console.log("ID       NAME                         TYPE         CLIENT EMAIL                        PHONE");
+  console.log("-------- ---------------------------- ------------ ------ ---------------------------- ------------------");
+
+  visibleRows.forEach((row) => {
+    const line = [
+      clip(row.id, 8).padEnd(8, " "),
+      clip(row.name, 28).padEnd(28, " "),
+      clip(row.type, 12).padEnd(12, " "),
+      clip(row.client, 6).padEnd(6, " "),
+      clip(row.email, 28).padEnd(28, " "),
+      clip(row.phone, 18),
+    ].join(" ");
+
+    console.log(line);
+  });
+
+  if (rows.length > visibleRows.length) {
+    console.log(`Showing ${visibleRows.length} of ${rows.length} contacts. Use --json for full output.`);
+  }
+
+  if (!options.all && options.nextPageUrl) {
+    console.log("");
+    console.log("More results are available.");
+    console.log("Run again with `--all` or pass `--page-token` from `--json` output.");
+  }
+}
+
+function printContact(contact) {
+  printKeyValueRows([
+    ["ID", contact.id],
+    ["Name", readContactName(contact)],
+    ["Type", contact.type],
+    ["Client", formatBoolean(contact.is_client)],
+    ["Primary Email", contact.primary_email_address],
+    ["Secondary Email", contact.secondary_email_address],
+    ["Primary Phone", contact.primary_phone_number],
+    ["Secondary Phone", contact.secondary_phone_number],
+    ["Clio Connect Email", contact.clio_connect_email],
+    ["Title", contact.title],
+    ["Prefix", contact.prefix],
+    ["Created", contact.created_at],
+    ["Updated", contact.updated_at],
+  ]);
+}
+
+async function getAuthContext() {
+  const config = await getConfig();
+  const tokenSet = await getTokenSet();
+  const accessToken = await getValidAccessToken(config, tokenSet);
+  return { config, accessToken };
+}
+
+async function contactsList(options = {}) {
+  const query = buildContactQuery(options);
+  const { config, accessToken } = await getAuthContext();
+  const result = await fetchPages(
+    (pageQuery, nextPageUrl) => fetchContactsPage(config, accessToken, pageQuery, nextPageUrl),
+    query,
+    Boolean(options.all)
+  );
+
+  if (options.json) {
+    const firstPage = maybeRedactPayload(result.firstPage, options, "contact");
+    if (!options.all) {
+      console.log(JSON.stringify(firstPage, null, 2));
+      return;
+    }
+
+    const data = maybeRedactData(result.data, options, "contact");
+    console.log(
+      JSON.stringify(
+        {
+          data,
+          meta: {
+            pages_fetched: result.pagesFetched,
+            returned_count: data.length,
+          },
+        },
+        null,
+        2
+      )
+    );
+    return;
+  }
+
+  const rows = maybeRedactData(result.data, options, "contact").map(formatContactRow);
+  printContactList(rows, { all: Boolean(options.all), nextPageUrl: result.nextPageUrl });
+  console.log("");
+  console.log(
+    `Returned ${rows.length} contact${rows.length === 1 ? "" : "s"} across ${result.pagesFetched} page${result.pagesFetched === 1 ? "" : "s"}.`
+  );
+}
+
+async function contactsGet(options = {}) {
+  if (!options.id) {
+    throw new Error("Usage: not-manage contacts get <id> [--fields ...] [--json]");
+  }
+
+  const { config, accessToken } = await getAuthContext();
+  const payload = await fetchContact(config, accessToken, options.id, {
+    fields: options.fields || DEFAULT_GET_FIELDS,
+  });
+  const redactedPayload = maybeRedactPayload(payload, options, "contact");
+
+  if (options.json) {
+    console.log(JSON.stringify(redactedPayload, null, 2));
+    return;
+  }
+
+  printContact(redactedPayload?.data || {});
+}
+
+module.exports = {
+  contactsGet,
+  contactsList,
+  __private: {
+    buildContactQuery,
+    formatContactRow,
+    printContact,
+    printContactList,
+  },
+};