vestberry-cli 0.1.0

package/LICENSE

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+MIT License
+
+Copyright (c) 2026
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

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+# vestberry-cli
+
+Production-grade GraphQL CLI for Vestberry with two layers:
+
+- Layer A: primitive read/write commands
+- Layer B: intent/orchestration commands for agent workflows
+
+## Install from npm
+
+Requirements:
+- Node.js `>=18` (Node `20` recommended)
+
+```bash
+npm install -g vestberry-cli
+vestberry --help
+```
+
+## From source
+
+```bash
+npm install
+npm run build
+npm link
+vestberry --help
+```
+
+## Auth
+
+Create `.env`:
+
+```env
+VESTBERRY_API_KEY=...
+VESTBERRY_API_BASE_URL=https://api.vestberry.com/graphql
+```
+
+
+## Global Flags
+
+- `--api-key <key>`
+- `--format json|table|csv` (default `json`)
+- `--compact` / `--no-compact` (default compact)
+- `--verbose`
+- `--dry-run`
+
+## Command Layers
+
+### Layer A: Primitive Wrappers
+
+Thin wrappers around single API operations. Use these when you want direct control over query inputs and raw response shapes.
+
+- `auth test`
+- `raw gql`, `raw http`
+- `fund list|get|get-portco-list|search`
+- `portfolio-company get|search`
+- `fund get-summary`
+- `portco dashboard`
+- `investment list|search`
+- `round list|get|search`
+- `captable-event list`
+- `stakeholder list|search`
+- `kpi overview|definitions|reports|values`
+- `note list|create|update`
+- `meta countries|currencies|fx-rates`
+
+Examples:
+
+```bash
+vestberry auth test
+vestberry schema pull
+vestberry fund list
+vestberry fund search --query "Sample Growth Fund"
+vestberry fund get <fund-id>
+vestberry fund get <fund-id> --full
+vestberry fund get-portco-list <fund-id>
+vestberry fund get-summary <fund-id>
+vestberry fund get-summary <fund-id> --full
+vestberry fund get-summary <fund-id> --select id,investmentName,irr,multiple
+vestberry fund get-summary <fund-id> --select portfolioCompanies.id,portfolioCompanies.irr,summary.irr
+vestberry fund get-summary <fund-id> --export-json
+vestberry portfolio-company search --fund-id <fund-id> --query "Sample Co"
+vestberry portco dashboard <fund-id> <portco-id>
+vestberry kpi overview --fund-id <fund-id>
+vestberry round list --company-id <company-id>
+vestberry captable-event list --company-id <company-id>
+```
+
+### Layer B: Advanced Intent Commands
+
+Composed workflows that orchestrate multiple primitives and return opinionated output for common tasks.
+
+- `portfolio overview`
+- `portfolio companies`
+- `company dossier`
+- `rounds last-quarter`
+- `invested total`
+- `ingest legal-docs`
+
+Examples:
+
+```bash
+vestberry portfolio overview --fund-id <fund-id> --cut-off-date 2025-12-31 --export-json
+vestberry portfolio companies --fund-id <fund-id>
+vestberry company dossier --company-id <company-id> --fund-id <fund-id> --full
+vestberry rounds last-quarter --fund-id <fund-id>
+vestberry invested total --company "Company" --fund "Fund"
+```
+
+## Output Formats
+
+- `json`: default, list envelope includes pagination
+- `table`: flattened rows
+- `csv`: flattened rows
+
+## Compact Formatting
+
+Compact mode strips non-essential metadata and simplifies nested fields.
+Disable with `--no-compact`.
+
+## Portfolio Overview Export
+
+Use `--export-json [path]` on `portfolio overview` to write the payload to disk instead of printing full JSON to terminal.
+
+- `vestberry portfolio overview --fund-id <fund-id> --export-json`
+- `vestberry portfolio overview --fund-id <fund-id> --cut-off-date 2025-12-31 --export-json`
+- `vestberry portfolio overview --fund-id <fund-id> --export-json ./tmp/overview.json`
+
+When no path is provided, files are saved in `output/` with naming:
+`<timestamp>-portfolio-overview-fund-id-<fund-id>.json`
+
+Export payload structure:
+- `cutOffDate` (replaces `until`)
+- `fund` (`id`, `name`)
+- `performance` (`numberOfCashFlows`, `numberOfNAVs`, `balance`, `tvpi`, `dpi`, `rvpi`, `netIrr`)
+- `portfolioCompanies` (flattened dashboard metrics preferring `fund`, then `gp`, then `local`; single latest `latestInvestmentRoundDate`)
+
+For `fund get-summary`, JSON output/export uses:
+- `portfolioCompanies` (instead of `data`)
+- flattened company rows: `portfolioCompany.*` and `dashboardDetails.*` moved one level up
+- company rows exclude redundant `portfolioCompanyCompanyId` and exclude `portfolioFund`
+- flattened `summary`: `dashboardDetails.*` moved one level up
+- `summary.id` is set to the queried fund id
+- optional `--select <fields>` projection for prosumer/agent use:
+  - unscoped fields (e.g. `id,irr`) are applied where available
+  - scoped fields: `portfolioCompanies.<field>` and `summary.<field>`
+
+Rows are filtered to non-empty `id` and non-empty `portfolioCompany.id`; aggregate `TOTAL` is exposed as top-level `summary` when present.
+
+## Write Safety
+
+Mutations are dry-run by default.
+For write commands, pass `--apply --no-dry-run` to execute.
+Run logs are written to `.cache/runs/`.
+
+## Development
+
+```bash
+npm run dev -- --help
+npm run type-check
+npm run lint
+npm run test
+npm run build
+```
+
+## Publishing (maintainers)
+
+```bash
+npm run verify
+npm pack --dry-run
+npm publish
+```
+
+Integration tests (live API):
+
+```bash
+npm run test:integration
+```
+
+## Troubleshooting
+
+- 401/403: verify API key and base URL
+- GraphQL field errors: run `vestberry schema pull` and use `raw gql` for discovery
+- Empty arrays can be valid (for sparse KPI/report datasets)
+
+## License
+
+MIT

package/dist/api/client.d.ts

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+import { AxiosInstance, AxiosResponse } from 'axios';
+export interface RetryOptions {
+    retries?: number;
+    minDelayMs?: number;
+    maxDelayMs?: number;
+}
+export declare function createApiClient(baseURL: string, apiKey: string): AxiosInstance;
+export declare function requestWithRetry<T>(call: () => Promise<AxiosResponse<T>>, options?: RetryOptions): Promise<AxiosResponse<T>>;

package/dist/api/client.js

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+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createApiClient = createApiClient;
+exports.requestWithRetry = requestWithRetry;
+const axios_1 = __importDefault(require("axios"));
+const RETRY_CODES = new Set([429, 502, 503, 504]);
+function createApiClient(baseURL, apiKey) {
+    const client = axios_1.default.create({
+        baseURL,
+        headers: {
+            'Content-Type': 'application/json',
+        },
+        timeout: 30_000,
+    });
+    client.interceptors.request.use((config) => {
+        config.headers.Authorization = `Bearer ${apiKey}`;
+        return config;
+    });
+    return client;
+}
+function wait(ms) {
+    return new Promise((resolve) => {
+        setTimeout(resolve, ms);
+    });
+}
+function nextDelay(attempt, minDelay, maxDelay) {
+    const exp = minDelay * 2 ** attempt;
+    const jitter = Math.floor(Math.random() * 150);
+    return Math.min(exp + jitter, maxDelay);
+}
+async function requestWithRetry(call, options = {}) {
+    const retries = options.retries ?? 4;
+    const minDelay = options.minDelayMs ?? 300;
+    const maxDelay = options.maxDelayMs ?? 5_000;
+    let attempt = 0;
+    let lastError;
+    while (attempt <= retries) {
+        try {
+            return await call();
+        }
+        catch (error) {
+            const status = error?.response?.status;
+            if (status === undefined || !RETRY_CODES.has(status) || attempt === retries) {
+                throw error;
+            }
+            lastError = error;
+            const delay = nextDelay(attempt, minDelay, maxDelay);
+            await wait(delay);
+            attempt += 1;
+        }
+    }
+    throw lastError;
+}
+//# sourceMappingURL=client.js.map

package/dist/api/client.js.map

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package/dist/api/endpoints/auth.d.ts

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+import type { AxiosInstance } from 'axios';
+interface AuthTestResponse {
+    __typename: string;
+}
+export declare function authTest(client: AxiosInstance, verbose?: boolean): Promise<AuthTestResponse>;
+export {};

package/dist/api/endpoints/auth.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.authTest = authTest;
+const graphql_1 = require("../graphql");
+async function authTest(client, verbose = false) {
+    const query = `query AuthTest { __typename }`;
+    return (0, graphql_1.executeGraphQL)(client, { query }, verbose);
+}
+//# sourceMappingURL=auth.js.map

package/dist/api/endpoints/auth.js.map

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package/dist/api/endpoints/companies.d.ts

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+import type { AxiosInstance } from 'axios';
+export interface PortfolioCompany {
+    id: string;
+    displayName: string;
+    [key: string]: unknown;
+}
+export declare function listPortfolioCompanies(client: AxiosInstance, fundId: string, verbose?: boolean): Promise<PortfolioCompany[]>;
+export declare function getPortfolioCompany(client: AxiosInstance, fundId: string, companyId: string, verbose?: boolean): Promise<PortfolioCompany>;

package/dist/api/endpoints/companies.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.listPortfolioCompanies = listPortfolioCompanies;
+exports.getPortfolioCompany = getPortfolioCompany;
+const graphql_1 = require("../graphql");
+async function listPortfolioCompanies(client, fundId, verbose = false) {
+    const query = `
+    query PortfolioCompanies($input: PortfolioCompaniesInput) {
+      portfolioCompanies(input: $input) {
+        id
+        displayName
+      }
+    }
+  `;
+    const data = await (0, graphql_1.executeGraphQL)(client, { query, variables: { input: { fund: { id: fundId } } } }, verbose);
+    return data.portfolioCompanies ?? [];
+}
+async function getPortfolioCompany(client, fundId, companyId, verbose = false) {
+    const query = `
+    query PortfolioCompany($input: GetPortfolioCompanyInput) {
+      portfolioCompany(input: $input) {
+        id
+        displayName
+        description
+        email
+        phone
+        web
+      }
+    }
+  `;
+    const data = await (0, graphql_1.executeGraphQL)(client, { query, variables: { input: { fund: { id: fundId }, id: companyId } } }, verbose);
+    return data.portfolioCompany;
+}
+//# sourceMappingURL=companies.js.map

package/dist/api/endpoints/companies.js.map

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package/dist/api/endpoints/funds.d.ts

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+import type { AxiosInstance } from 'axios';
+export interface Fund {
+    id: string;
+    displayName: string;
+    vintageYear?: number | null;
+    order?: number | null;
+    [key: string]: unknown;
+}
+export declare function listFunds(client: AxiosInstance, input?: Record<string, unknown>, verbose?: boolean): Promise<Fund[]>;
+export declare function getFund(client: AxiosInstance, id: string, verbose?: boolean, full?: boolean): Promise<Fund>;

package/dist/api/endpoints/funds.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.listFunds = listFunds;
+exports.getFund = getFund;
+const graphql_1 = require("../graphql");
+function hasNonEmptyId(value) {
+    return typeof value === 'string' && value.trim().length > 0;
+}
+function normalizeFund(fund) {
+    const portfolioSummaryRaw = fund.portfolioSummary;
+    if (!Array.isArray(portfolioSummaryRaw)) {
+        return fund;
+    }
+    const portfolioSummary = portfolioSummaryRaw.filter((row) => {
+        if (!row || typeof row !== 'object' || Array.isArray(row)) {
+            return false;
+        }
+        return hasNonEmptyId(row.id);
+    });
+    return {
+        ...fund,
+        portfolioSummary,
+    };
+}
+const FUND_BASE_FIELDS = `
+  id
+  displayName
+  fullLegalName
+  legalForm
+  companyId
+  taxId
+  vatId
+  incorporationDate
+  domicileAddress
+  domicileCity
+  domicileZip
+  web
+  phone
+  email
+  description
+  companyDescription
+  legalName
+  name
+  address
+  city
+  zip
+  createdAt
+  geographicFocus
+  fundSize
+  investableCapital
+  firstClosingDate
+  finalClosingDate
+  vintageYear
+  reportingPeriodicity
+  strategy
+  isGuest
+  terminationDate
+  fxConsolidationDate
+  sellingMethod
+  costCalcMethod
+  fundSizeOther
+  operatingCurrency {
+    id
+    name
+    code
+    symbol
+  }
+  currency {
+    id
+    name
+    code
+    symbol
+  }
+  country {
+    id
+    name
+    code
+    displayName
+  }
+  domicileCountry {
+    id
+    name
+    code
+    displayName
+  }
+  domicileRegion {
+    id
+    name
+    level
+  }
+  investmentStages {
+    id
+    name
+  }
+`;
+const FUND_FULL_FIELDS = `
+  ${FUND_BASE_FIELDS}
+  logo {
+    id
+    mime
+    type
+    name
+    path
+    pathWithoutAttachment
+    thumbnail
+    size
+    tags
+    created
+    canBeDeleted
+  }
+  employees {
+    id
+    email
+    firstName
+    lastName
+    isLimitedPartner
+    isLPPortalUser
+    type
+    isAdmin
+    receiveReminders
+    debtMaturityReminders
+    position
+  }
+  aclTemplates {
+    id
+    name
+    createdAt
+    updatedAt
+  }
+  portfolioInvestments {
+    id
+    displayName
+    fullLegalName
+    legalForm
+    companyId
+    taxId
+    vatId
+    incorporationDate
+    domicileAddress
+    domicileCity
+    domicileZip
+    web
+    phone
+    email
+    description
+    companyDescription
+    legalName
+    name
+    address
+    city
+    zip
+    createdAt
+  }
+  portfolioSummary {
+    id
+    investmentName
+    dashboardDetails {
+      ownership
+      ownershipFD
+      investedEquity {
+        local
+        gp
+      }
+      investedDebt {
+        local
+        gp
+      }
+      investedFunds {
+        local
+        gp
+      }
+      totalOriginalCost {
+        local
+        gp
+      }
+      irr {
+        local
+        gp
+      }
+      multiple {
+        local
+        gp
+      }
+      latestInvestmentRoundDate {
+        eventDate
+      }
+    }
+    portfolioCompany {
+      id
+      displayName
+    }
+    portfolioFund {
+      id
+      displayName
+    }
+    sectors {
+      id
+      name
+      code
+      level
+      root
+      description
+      generalPartnerCompanyId
+    }
+  }
+  generalPartnerCompany {
+    id
+    displayName
+    fullLegalName
+    legalForm
+    companyId
+    taxId
+    vatId
+    incorporationDate
+    domicileAddress
+    domicileCity
+    domicileZip
+    web
+    phone
+    email
+    description
+    companyDescription
+    legalName
+    name
+    address
+    city
+    zip
+    createdAt
+    isGuest
+    isCopy
+    canBeCopied
+    pricingType
+    type
+  }
+  extraStaticInfo {
+    name
+  }
+  order
+  industryRoot {
+    id
+    name
+    code
+    level
+    root
+    description
+    generalPartnerCompanyId
+  }
+  industryList {
+    id
+    name
+    code
+    level
+    root
+    description
+    generalPartnerCompanyId
+  }
+  investmentSectors {
+    id
+    name
+    code
+    level
+    root
+    description
+    generalPartnerCompanyId
+  }
+`;
+async function listFunds(client, input, verbose = false) {
+    const query = `
+    query getFundNames($input: FundsSearch) {
+      funds(input: $input) {
+        id
+        displayName
+        vintageYear
+        order
+      }
+    }
+  `;
+    const data = await (0, graphql_1.executeGraphQL)(client, { query, variables: { input } }, verbose);
+    return data.funds ?? [];
+}
+async function getFund(client, id, verbose = false, full = false) {
+    const fields = full ? FUND_FULL_FIELDS : FUND_BASE_FIELDS;
+    const query = `
+    query Fund($input: FundSearch) {
+      fund(input: $input) {
+        ${fields}
+      }
+    }
+  `;
+    const data = await (0, graphql_1.executeGraphQL)(client, { query, variables: { input: { id } } }, verbose);
+    return normalizeFund(data.fund);
+}
+//# sourceMappingURL=funds.js.map

package/dist/api/endpoints/funds.js.map

@@ -0,0 +1 @@
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package/dist/api/endpoints/meta.d.ts

@@ -0,0 +1,4 @@
+import type { AxiosInstance } from 'axios';
+export declare function listCountries(client: AxiosInstance, verbose?: boolean): Promise<Array<Record<string, unknown>>>;
+export declare function listCurrencies(client: AxiosInstance, verbose?: boolean): Promise<Array<Record<string, unknown>>>;
+export declare function getFxRates(client: AxiosInstance, fundId: string, limit?: number, verbose?: boolean): Promise<Record<string, unknown>>;