Companies

Company objects are central to Mediumroast for GitHub. Interactions and in the future Studies rely on Companies to function. After setup is run, via mrcli setup, two companies are present to work with. Additional Companies can be added, updated, or removed; essentially, company is an mrcli sub-command that affords users Create, Read, Update and Delete capabilities. Each of the major functions for mrcli company are described in this document.

Notice

Some of the command line options and switches may not yet be implemented; therefore, if a switch or option is not yet implemented the CLI will inform the user and then exit.

Help

Prints the usage for the company sub-command and exits.

Command(s) run

• mrcli company --help

Screenshot with output

List company objects

Print out one or more Companies to the command line or an alternative output mechanism like a CSV file. Filtering can be applied to find Companies with specific attributes.

List all company objects in a table format

This is the default output when running mrcli c or mrcli company which prints a text table to STDOUT.

Command(s) run

• mrcli c
• mrcli company

Screenshot with output

List all company objects in JSON format

Output a list of company objects in properly formatted JSON to STDOUT which can be viewed, redirected to a file, or piped to another command.

Command(s) run

• mrcli c --output=json
• mrcli company --output=json

Screenshot with output

List all company objects and output to a CSV or XLSX

Company data can be output in either a CSV or XLSX files to enable consumption in common tools like Microsoft Excel. The resulting files will be stored in $HOME/Documents directory as Mr_Companies.csv or Mr_Companies.xlsx depending on your intended output.

Command(s) run

• mrcli c --output=csv
• mrcli c --output=xls

Screenshot of commands being run

Screenshot of CSV imported into MacOS numbers

Filter company outputs

The CLI offers the ability to filter outputs by almost any company attribute. This is manifest by two switches on the company sub-command one specific to finding companies by name, --find_by_name and the other by an arbitrary attribute, --find_by_x. Note all output format options, like JSON, CSV, etc., are available when the outputs are filtered. Finally, only exact matches are supported, meaning if you want to search for a company using any attribute you have to fully provide the attribute's value (i.e., "Med" would not match "Mediumroast, Inc.", but "Mediumroast, Inc." would).

Filter in a company by name

To zero in on a specific company using the find by name switch is provided.

Command(s) run

• mrcli c --find_by_name="Mediumroast, Inc."

Screenshot with output

Filter a company by attribute

Find a specific company by a particular attribute in the example below the switch filters on the attribute company_type.

Command(s) run

• mrcli c --find_by_x='{"company_type": "Public"}'

Screenshot with output

Update a company attribute

To update a company attribute the --update switch is provided. A properly formatted JSON stanza is supplied to the --update switch that specifies the name of the company to update, the key to update, and finally the value of the key to update.

Command(s) run

• mrcli c --update='{"name": "Atlassian Corp", "key": "company_type", "value": "Public"}'

Screencast with output

Notice: Only the markdown version rendered through the GitHub web interface will display the screencast. If you're viewing these files through the GitHub Page Version the link below will just show up as text.

https://github.com/mediumroast/mediumroast_js/assets/10818650/a74cb8cd-f8cb-4a8d-8968-ccf9b875d86b

Delete a company

Remove a company and associated interactions if in the repository. There is a confirmation prompt which defaults to yes. Note that the exact company name is needed to proceed with a deletion.

Command(s) run

• mrcli c --delete="Atlassian Corp"

Screenshot with output

Add a company

A command line prompt based wizard steps the user through either a semi-automated process or a fully-automated process to define a company. The semi-automated process is typically used for companies that aren't public. While the fully-automated process is typically used for companies that are public. In either case the user is asked to verify the steps taken before the company is committed to the repository.

Command(s) run

• mrcli c --add_wizard

Screenshot with output

Report on a company

Produce a MS Word document report on a company. The report includes a dashboard with a company similarity report, company firmographics, detail on similar companies, and summaries for all interactions associated to the company reported on. The report is stored in the $HOME/Documents directory as <company_name>.docx.

Optionally, if the --package switch is used the report is zipped and stored in the $HOME/Documents directory as <company_name>.zip including all of the interactions associated to the company and the set of most and least similar companies.

Command(s) run

• mrcli c --report="Atlassian Corp"
• mrcli c --report="Atlassian Corp" --package

Screenshot of the report dashboard