Add entity action and PDF download to invoices/quotes/credits/purchase-orders

These four resources are the only ones with the SDK's
entity_action_methods! route. Adds:

- `action <id> <action>` - mark_sent, mark_paid, archive, restore,
  clone_to_invoice, clone_to_quote, auto_bill, delete (routed), returning
  the updated record.
- `download <id>...` - the rendered PDF, to stdout or `--out <path>`;
  more than one id streams a single merged PDF (Invoice Ninja's bulk
  download action).

New EntityResourceArgs/EntityAction in cli.rs rather than extending the
existing ResourceArgs/Action: Rust enums don't compose, and every
resource's `run` match on Action needs to stay exhaustive without a
catch-all arm for variants it doesn't support.

Found and fixed along the way: the Download variant's --output <path>
field collided by name with the global --output table|json flag,
causing clap to panic at runtime trying to downcast the wrong type.
Renamed to --out.

Extended tests/nixos-test.nix to exercise action/download for real
against the VM. That caught a test-ordering bug of its own - asserting
mark_sent on an invoice *after* paying it off, which correctly doesn't
revert status_id from paid back to sent - fixed by reordering the
subtests. nix flake check passes clean.

Also backfills two CHANGELOG.md gaps from earlier sessions: the VM test
and CI additions had never actually been logged there.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

CHANGELOG.md

@@ -43,3 +43,13 @@ command line.
 - CI on GitHub Actions, mirroring `invoiceninja-sdk`'s own `ci.yml`: a
   pinned-toolchain `test` job, a build-only `msrv` job on the declared 1.88
   floor, and an advisory `stable` job.
+- `nixosConfigurations.invoiceninja-test-nginx`/`-caddy` (re-exported from
+  `invoiceninja-nixos`) and an automated `checks.invoiceninja-cli` nixosTest
+  that boots a real Invoice Ninja instance and runs this CLI's own binary
+  against it. See `CLAUDE.md`'s "Testing against a real server".
+- `invoices`/`quotes`/`credits`/`purchase-orders` gain `action <id>
+  <action>` (entity actions — `mark_sent`, `mark_paid`, `archive`,
+  `restore`, `clone_to_invoice`, `clone_to_quote`, `auto_bill`, `delete`)
+  and `download <id>...` (the rendered PDF, to stdout or `--out <path>`;
+  more than one id streams a single merged PDF). These four are the only
+  resources with the SDK's `entity_action_methods!` route.

CLAUDE.md

@@ -242,6 +242,22 @@ Each resource beyond `clients` should follow the same shape:
    either way; that's a separate addition.
 
 Resources with entity actions, document uploads, or non-CRUD endpoints
-(reports, charts, search, statics, PDF downloads, …) will need more than
-this template once they're added — the SDK's own `CLAUDE.md` describes which
-resources have which extras.
+(reports, charts, search, statics, …) will need more than this template
+once they're added — the SDK's own `CLAUDE.md` describes which resources
+have which extras.
+
+**Entity actions and PDF download are done** for the four resources that
+have the SDK's `entity_action_methods!` route (`invoices`, `quotes`,
+`credits`, `purchase_orders`): `EntityResourceArgs`/`EntityAction` in
+`src/cli.rs` is a second, parallel `ResourceArgs`/`Action` that adds
+`action <id> <action>` and `download <id>... [--out <path>]`. It
+duplicates `Action`'s five base variants rather than extending it — Rust
+enums don't compose, and every resource's `run` match on `Action` needs to
+stay exhaustive without a catch-all arm for variants it doesn't support.
+If a fifth resource ever gains this route, give it `EntityResourceArgs`
+too rather than writing a third near-duplicate enum.
+
+Still not done: bulk actions (`bulk_<resource>` — GOALS.md's open question
+on this covers why a plain pass-through isn't obviously right for bulk
+`delete`), document uploads (`upload_<resource>`), and the one-off
+non-CRUD endpoints (`statics`, `search`, `report`, `download_document`).

src/cli.rs

@@ -54,11 +54,11 @@ pub enum Command {
     /// Manage clients
     Clients(ResourceArgs),
     /// Manage invoices
-    Invoices(ResourceArgs),
+    Invoices(EntityResourceArgs),
     /// Manage quotes
-    Quotes(ResourceArgs),
+    Quotes(EntityResourceArgs),
     /// Manage credits
-    Credits(ResourceArgs),
+    Credits(EntityResourceArgs),
     /// Manage payments
     Payments(ResourceArgs),
     /// Manage products
@@ -72,7 +72,7 @@ pub enum Command {
     /// Manage vendors
     Vendors(ResourceArgs),
     /// Manage purchase orders
-    PurchaseOrders(ResourceArgs),
+    PurchaseOrders(EntityResourceArgs),
     /// Manage recurring invoices
     RecurringInvoices(ResourceArgs),
     /// Manage recurring quotes
@@ -149,6 +149,61 @@ pub enum Action {
     Delete { id: String },
 }
 
+/// Like `ResourceArgs`, but for the four resources with an entity-action
+/// route (`invoices`, `quotes`, `credits`, `purchase_orders` — the SDK's
+/// `entity_action_methods!`): adds `action` and `download`.
+#[derive(Args)]
+pub struct EntityResourceArgs {
+    #[command(subcommand)]
+    pub action: EntityAction,
+}
+
+/// `Action` plus the two entity-action-route subcommands. Duplicates
+/// `Action`'s five variants rather than extending it, since Rust enums
+/// don't compose that way and every resource's `run` match on `Action`
+/// needs to stay exhaustive without a catch-all arm for variants it
+/// doesn't support.
+#[derive(Subcommand)]
+pub enum EntityAction {
+    /// List records (one page by default; pass --all to follow pagination)
+    List(ListArgs),
+    /// Fetch one record by id
+    Get { id: String },
+    /// Create a record from a JSON body
+    Create(BodyArgs),
+    /// Update a record from a JSON body, keeping fields you don't mention.
+    Update {
+        id: String,
+        #[command(flatten)]
+        body: BodyArgs,
+    },
+    /// Delete (soft-delete) a record by id
+    Delete { id: String },
+    /// Perform an entity action, returning the updated record.
+    ///
+    /// Known to work (returns the entity): auto_bill, clone_to_invoice,
+    /// clone_to_quote, mark_paid, mark_sent, archive, restore, delete (same
+    /// effect as the `delete` subcommand, just routed differently). Three
+    /// others on this route do *not* work here and will fail to decode:
+    /// `download` (use the `download` subcommand instead),
+    /// `convert_to_purchase_order` (not wrapped by the SDK yet), and
+    /// `history`/`delivery_note`/`cancel` (Invoice Ninja answers those with
+    /// an empty body, not the record).
+    Action { id: String, action: String },
+    /// Download the rendered PDF for one or more records, to stdout unless
+    /// `--output` is given.
+    ///
+    /// With more than one id, Invoice Ninja streams a single PDF covering
+    /// all of them (the bulk `download` action) rather than one per id.
+    Download {
+        ids: Vec<String>,
+        /// Not `--output`: that's the global table/json flag, and clap
+        /// cannot have two differently-typed args share that identifier.
+        #[arg(long)]
+        out: Option<PathBuf>,
+    },
+}
+
 /// Mirrors the parameters every `ListParams` accepts in the SDK — see
 /// `invoiceninja_sdk::models::ListParams`.
 #[derive(Args)]

src/commands/credits.rs

@@ -3,24 +3,29 @@
 //! (Invoice Ninja stores credits in the same table/schema, distinguished by
 //! an `entity_type`), same as `quotes.rs`.
 
+use std::io::Write;
+use std::path::PathBuf;
+
 use invoiceninja_sdk::models::{Credit, ListParams};
 use invoiceninja_sdk::InvoiceNinjaClient;
 
 use crate::body;
-use crate::cli::{Action, BodyArgs, ListArgs, OutputFormat, ResourceArgs};
+use crate::cli::{BodyArgs, EntityAction, EntityResourceArgs, ListArgs, OutputFormat};
 use crate::output;
 
 pub async fn run(
     client: &InvoiceNinjaClient,
-    args: ResourceArgs,
+    args: EntityResourceArgs,
     format: OutputFormat,
 ) -> Result<(), Box<dyn std::error::Error>> {
     match args.action {
-        Action::List(list_args) => list(client, list_args, format).await,
-        Action::Get { id } => get(client, &id, format).await,
-        Action::Create(body_args) => create(client, body_args, format).await,
-        Action::Update { id, body } => update(client, &id, body, format).await,
-        Action::Delete { id } => delete(client, &id).await,
+        EntityAction::List(list_args) => list(client, list_args, format).await,
+        EntityAction::Get { id } => get(client, &id, format).await,
+        EntityAction::Create(body_args) => create(client, body_args, format).await,
+        EntityAction::Update { id, body } => update(client, &id, body, format).await,
+        EntityAction::Delete { id } => delete(client, &id).await,
+        EntityAction::Action { id, action } => do_action(client, &id, &action, format).await,
+        EntityAction::Download { ids, out } => download(client, &ids, out).await,
     }
 }
 
@@ -101,6 +106,33 @@ async fn delete(client: &InvoiceNinjaClient, id: &str) -> Result<(), Box<dyn std
     Ok(())
 }
 
+async fn do_action(
+    client: &InvoiceNinjaClient,
+    id: &str,
+    action: &str,
+    format: OutputFormat,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let updated = client.credit_action(id, action).await?;
+    render(std::slice::from_ref(&updated), format)
+}
+
+async fn download(
+    client: &InvoiceNinjaClient,
+    ids: &[String],
+    out: Option<PathBuf>,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let bytes = if ids.len() == 1 {
+        client.download_credit(&ids[0]).await?
+    } else {
+        client.download_credits(ids).await?
+    };
+    match out {
+        Some(path) => std::fs::write(path, bytes)?,
+        None => std::io::stdout().write_all(&bytes)?,
+    }
+    Ok(())
+}
+
 fn render(credits: &[Credit], format: OutputFormat) -> Result<(), Box<dyn std::error::Error>> {
     match format {
         OutputFormat::Json => output::print_json(credits)?,

src/commands/invoices.rs

@@ -1,24 +1,29 @@
 //! `invoices` subcommand. Same shape as `clients.rs` — see the "Adding a
 //! resource" section in CLAUDE.md.
 
+use std::io::Write;
+use std::path::PathBuf;
+
 use invoiceninja_sdk::models::{Invoice, ListParams};
 use invoiceninja_sdk::InvoiceNinjaClient;
 
 use crate::body;
-use crate::cli::{Action, BodyArgs, ListArgs, OutputFormat, ResourceArgs};
+use crate::cli::{BodyArgs, EntityAction, EntityResourceArgs, ListArgs, OutputFormat};
 use crate::output;
 
 pub async fn run(
     client: &InvoiceNinjaClient,
-    args: ResourceArgs,
+    args: EntityResourceArgs,
     format: OutputFormat,
 ) -> Result<(), Box<dyn std::error::Error>> {
     match args.action {
-        Action::List(list_args) => list(client, list_args, format).await,
-        Action::Get { id } => get(client, &id, format).await,
-        Action::Create(body_args) => create(client, body_args, format).await,
-        Action::Update { id, body } => update(client, &id, body, format).await,
-        Action::Delete { id } => delete(client, &id).await,
+        EntityAction::List(list_args) => list(client, list_args, format).await,
+        EntityAction::Get { id } => get(client, &id, format).await,
+        EntityAction::Create(body_args) => create(client, body_args, format).await,
+        EntityAction::Update { id, body } => update(client, &id, body, format).await,
+        EntityAction::Delete { id } => delete(client, &id).await,
+        EntityAction::Action { id, action } => do_action(client, &id, &action, format).await,
+        EntityAction::Download { ids, out } => download(client, &ids, out).await,
     }
 }
 
@@ -99,6 +104,33 @@ async fn delete(client: &InvoiceNinjaClient, id: &str) -> Result<(), Box<dyn std
     Ok(())
 }
 
+async fn do_action(
+    client: &InvoiceNinjaClient,
+    id: &str,
+    action: &str,
+    format: OutputFormat,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let updated = client.invoice_action(id, action).await?;
+    render(std::slice::from_ref(&updated), format)
+}
+
+async fn download(
+    client: &InvoiceNinjaClient,
+    ids: &[String],
+    out: Option<PathBuf>,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let bytes = if ids.len() == 1 {
+        client.download_invoice(&ids[0]).await?
+    } else {
+        client.download_invoices(ids).await?
+    };
+    match out {
+        Some(path) => std::fs::write(path, bytes)?,
+        None => std::io::stdout().write_all(&bytes)?,
+    }
+    Ok(())
+}
+
 fn render(invoices: &[Invoice], format: OutputFormat) -> Result<(), Box<dyn std::error::Error>> {
     match format {
         OutputFormat::Json => output::print_json(invoices)?,

src/commands/purchase_orders.rs

@@ -1,24 +1,29 @@
 //! `purchase-orders` subcommand. Same shape as `clients.rs` — see the
 //! "Adding a resource" section in CLAUDE.md.
 
+use std::io::Write;
+use std::path::PathBuf;
+
 use invoiceninja_sdk::models::{ListParams, PurchaseOrder};
 use invoiceninja_sdk::InvoiceNinjaClient;
 
 use crate::body;
-use crate::cli::{Action, BodyArgs, ListArgs, OutputFormat, ResourceArgs};
+use crate::cli::{BodyArgs, EntityAction, EntityResourceArgs, ListArgs, OutputFormat};
 use crate::output;
 
 pub async fn run(
     client: &InvoiceNinjaClient,
-    args: ResourceArgs,
+    args: EntityResourceArgs,
     format: OutputFormat,
 ) -> Result<(), Box<dyn std::error::Error>> {
     match args.action {
-        Action::List(list_args) => list(client, list_args, format).await,
-        Action::Get { id } => get(client, &id, format).await,
-        Action::Create(body_args) => create(client, body_args, format).await,
-        Action::Update { id, body } => update(client, &id, body, format).await,
-        Action::Delete { id } => delete(client, &id).await,
+        EntityAction::List(list_args) => list(client, list_args, format).await,
+        EntityAction::Get { id } => get(client, &id, format).await,
+        EntityAction::Create(body_args) => create(client, body_args, format).await,
+        EntityAction::Update { id, body } => update(client, &id, body, format).await,
+        EntityAction::Delete { id } => delete(client, &id).await,
+        EntityAction::Action { id, action } => do_action(client, &id, &action, format).await,
+        EntityAction::Download { ids, out } => download(client, &ids, out).await,
     }
 }
 
@@ -99,6 +104,33 @@ async fn delete(client: &InvoiceNinjaClient, id: &str) -> Result<(), Box<dyn std
     Ok(())
 }
 
+async fn do_action(
+    client: &InvoiceNinjaClient,
+    id: &str,
+    action: &str,
+    format: OutputFormat,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let updated = client.purchase_order_action(id, action).await?;
+    render(std::slice::from_ref(&updated), format)
+}
+
+async fn download(
+    client: &InvoiceNinjaClient,
+    ids: &[String],
+    out: Option<PathBuf>,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let bytes = if ids.len() == 1 {
+        client.download_purchase_order(&ids[0]).await?
+    } else {
+        client.download_purchase_orders(ids).await?
+    };
+    match out {
+        Some(path) => std::fs::write(path, bytes)?,
+        None => std::io::stdout().write_all(&bytes)?,
+    }
+    Ok(())
+}
+
 fn render(
     purchase_orders: &[PurchaseOrder],
     format: OutputFormat,

src/commands/quotes.rs

@@ -4,24 +4,29 @@
 //! an `entity_type`), so this module is otherwise identical to
 //! `invoices.rs` apart from which SDK methods and CLI subcommand it wires up.
 
+use std::io::Write;
+use std::path::PathBuf;
+
 use invoiceninja_sdk::models::{ListParams, Quote};
 use invoiceninja_sdk::InvoiceNinjaClient;
 
 use crate::body;
-use crate::cli::{Action, BodyArgs, ListArgs, OutputFormat, ResourceArgs};
+use crate::cli::{BodyArgs, EntityAction, EntityResourceArgs, ListArgs, OutputFormat};
 use crate::output;
 
 pub async fn run(
     client: &InvoiceNinjaClient,
-    args: ResourceArgs,
+    args: EntityResourceArgs,
     format: OutputFormat,
 ) -> Result<(), Box<dyn std::error::Error>> {
     match args.action {
-        Action::List(list_args) => list(client, list_args, format).await,
-        Action::Get { id } => get(client, &id, format).await,
-        Action::Create(body_args) => create(client, body_args, format).await,
-        Action::Update { id, body } => update(client, &id, body, format).await,
-        Action::Delete { id } => delete(client, &id).await,
+        EntityAction::List(list_args) => list(client, list_args, format).await,
+        EntityAction::Get { id } => get(client, &id, format).await,
+        EntityAction::Create(body_args) => create(client, body_args, format).await,
+        EntityAction::Update { id, body } => update(client, &id, body, format).await,
+        EntityAction::Delete { id } => delete(client, &id).await,
+        EntityAction::Action { id, action } => do_action(client, &id, &action, format).await,
+        EntityAction::Download { ids, out } => download(client, &ids, out).await,
     }
 }
 
@@ -102,6 +107,33 @@ async fn delete(client: &InvoiceNinjaClient, id: &str) -> Result<(), Box<dyn std
     Ok(())
 }
 
+async fn do_action(
+    client: &InvoiceNinjaClient,
+    id: &str,
+    action: &str,
+    format: OutputFormat,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let updated = client.quote_action(id, action).await?;
+    render(std::slice::from_ref(&updated), format)
+}
+
+async fn download(
+    client: &InvoiceNinjaClient,
+    ids: &[String],
+    out: Option<PathBuf>,
+) -> Result<(), Box<dyn std::error::Error>> {
+    let bytes = if ids.len() == 1 {
+        client.download_quote(&ids[0]).await?
+    } else {
+        client.download_quotes(ids).await?
+    };
+    match out {
+        Some(path) => std::fs::write(path, bytes)?,
+        None => std::io::stdout().write_all(&bytes)?,
+    }
+    Ok(())
+}
+
 fn render(quotes: &[Quote], format: OutputFormat) -> Result<(), Box<dyn std::error::Error>> {
     match format {
         OutputFormat::Json => output::print_json(quotes)?,

tests/nixos-test.nix

@@ -68,7 +68,7 @@ pkgs.testers.nixosTest {
         assert updated["city"] == "Springfield", f"city not updated: {updated}"
         assert updated["name"] == "CLI Test Client", f"update blanked a field it wasn't told about: {updated}"
 
-    with subtest("invoiceninja-cli can create an invoice against that client and see it in a payment"):
+    with subtest("invoiceninja-cli can create an invoice against that client"):
         invoice_out = cli(
             machine, token, "invoices", "create", "--data",
             json.dumps({
@@ -79,6 +79,23 @@ pkgs.testers.nixosTest {
         invoice = json.loads(invoice_out)[0]
         assert invoice["amount"] == 100, f"unexpected invoice amount: {invoice}"
 
+    with subtest("invoiceninja-cli action marks the invoice sent, and download fetches a PDF"):
+        # Must run before the invoice is paid below: mark_sent on an
+        # already-paid invoice does not revert its status (status_id stays
+        # 4/paid, not 2/sent) - confirmed by this test failing that way
+        # the first time it was written in this order.
+        action_out = cli(machine, token, "invoices", "action", invoice["id"], "mark_sent")
+        acted = json.loads(action_out)[0]
+        assert acted["status_id"] == "2", f"mark_sent did not update status_id: {acted}"
+
+        machine.succeed(
+            f"IN_API_TOKEN={token} IN_BASE_URL=http://localhost/api/v1 "
+            f"invoiceninja-cli invoices download {invoice['id']} --out /tmp/invoice.pdf"
+        )
+        magic_bytes = machine.succeed("head -c 4 /tmp/invoice.pdf")
+        assert magic_bytes == "%PDF", f"expected a PDF, got: {magic_bytes!r}"
+
+    with subtest("invoiceninja-cli can pay the invoice in full"):
         payment_out = cli(
             machine, token, "payments", "create", "--data",
             json.dumps({