feat(crm): canonical crm and imported routes implementation
This commit is contained in:
Sagnik
219
app/src/lib/crmApi.ts
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219
app/src/lib/crmApi.ts
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// app/src/lib/crmApi.ts
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// CRM API client — canonical CRM routes
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// Implements the frontend adapter layer from Doc 10 (TypeScript Module Spec)
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import type {
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CrmContactListItem,
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CrmPerson,
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Client360Snapshot,
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CrmOpportunityCard,
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CrmTask,
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KanbanColumn,
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ImportBatchSummary,
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ImportProposal,
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ImportReviewDecision,
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QdScoreEntry,
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} from '@/types/crmTypes';
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const API_BASE = import.meta.env.VITE_API_BASE_URL ?? '';
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function getAuthHeaders(): Record<string, string> {
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const token = localStorage.getItem('velocity_token');
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return token ? { Authorization: `Bearer ${token}` } : {};
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}
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async function apiFetch<T>(path: string, options?: RequestInit): Promise<T> {
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const res = await fetch(`${API_BASE}${path}`, {
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...options,
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headers: {
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'Content-Type': 'application/json',
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...getAuthHeaders(),
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...(options?.headers ?? {}),
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},
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});
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if (!res.ok) {
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const err = await res.json().catch(() => ({ detail: res.statusText }));
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throw new Error(err.detail ?? `API error ${res.status}`);
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}
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return res.json() as Promise<T>;
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}
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// ── Contact List ──────────────────────────────────────────────────────────────
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export async function fetchContacts(params: {
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search?: string;
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buyer_type?: string;
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status?: string;
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limit?: number;
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offset?: number;
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}): Promise<{ contacts: CrmContactListItem[]; total: number; limit: number; offset: number }> {
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const qs = new URLSearchParams();
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if (params.search) qs.set('search', params.search);
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if (params.buyer_type) qs.set('buyer_type', params.buyer_type);
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if (params.status) qs.set('status', params.status);
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if (params.limit != null) qs.set('limit', String(params.limit));
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if (params.offset != null) qs.set('offset', String(params.offset));
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const res = await apiFetch<{ status: string; data: { contacts: CrmContactListItem[]; total: number; limit: number; offset: number } }>(
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`/api/crm/contacts?${qs}`
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);
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return res.data;
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}
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export async function fetchContact(personId: string): Promise<CrmPerson> {
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const res = await apiFetch<{ status: string; data: CrmPerson }>(`/api/crm/contacts/${personId}`);
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return res.data;
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}
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// ── Client 360 ────────────────────────────────────────────────────────────────
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export async function fetchClient360(personId: string): Promise<Client360Snapshot> {
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const res = await apiFetch<{ status: string; data: Client360Snapshot }>(`/api/crm/client-360/${personId}`);
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return res.data;
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}
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// ── Opportunities ─────────────────────────────────────────────────────────────
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export async function fetchOpportunities(params?: {
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stage?: string;
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limit?: number;
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offset?: number;
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}): Promise<CrmOpportunityCard[]> {
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const qs = new URLSearchParams();
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if (params?.stage) qs.set('stage', params.stage);
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if (params?.limit != null) qs.set('limit', String(params.limit));
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if (params?.offset != null) qs.set('offset', String(params.offset));
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const res = await apiFetch<{ status: string; data: CrmOpportunityCard[] }>(`/api/crm/opportunities?${qs}`);
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return res.data;
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}
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// ── Tasks ─────────────────────────────────────────────────────────────────────
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export async function fetchTasks(params?: {
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status?: string;
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assigned_to?: string;
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limit?: number;
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}): Promise<CrmTask[]> {
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const qs = new URLSearchParams();
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if (params?.status) qs.set('status', params.status);
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if (params?.assigned_to) qs.set('assigned_to', params.assigned_to);
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if (params?.limit != null) qs.set('limit', String(params.limit));
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const res = await apiFetch<{ status: string; data: CrmTask[] }>(`/api/crm/tasks?${qs}`);
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return res.data;
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}
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export async function createTask(body: {
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person_id: string;
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lead_id?: string;
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reminder_type?: string;
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title: string;
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notes?: string;
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due_at?: string;
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priority?: string;
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}): Promise<{ reminder_id: string; title: string }> {
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const res = await apiFetch<{ status: string; data: { reminder_id: string; title: string } }>('/api/crm/tasks', {
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method: 'POST',
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body: JSON.stringify(body),
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});
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return res.data;
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}
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// ── Kanban ────────────────────────────────────────────────────────────────────
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export async function fetchKanbanBoard(): Promise<KanbanColumn[]> {
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const res = await apiFetch<{ status: string; data: KanbanColumn[] }>('/api/crm/kanban');
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return res.data;
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}
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// ── QD Scores ─────────────────────────────────────────────────────────────────
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export async function fetchQdScore(personId: string): Promise<{
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person_id: string;
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scores: Record<string, QdScoreEntry>;
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timeseries: Array<{ score_type: string; value: number; timestamp: string | null; signal_source: string | null; delta: number | null }>;
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}> {
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const res = await apiFetch<{
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status: string;
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data: {
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person_id: string;
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scores: Record<string, QdScoreEntry>;
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timeseries: Array<{ score_type: string; value: number; timestamp: string | null; signal_source: string | null; delta: number | null }>;
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};
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}>(`/api/crm/qd/${personId}`);
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return res.data;
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}
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// ── Import Batches ─────────────────────────────────────────────────────────────
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export async function uploadCrmImport(file: File, sourceSystem = 'csv_upload'): Promise<{
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batch_id: string;
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row_count: number;
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mapped_columns: number;
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unmapped_columns: number;
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mapping_confidence: number;
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proposals_created: number;
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parse_errors: string[];
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lifecycle: string;
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message: string;
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}> {
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const form = new FormData();
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form.append('file', file);
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const res = await fetch(`${API_BASE}/api/crm/imports?source_system=${sourceSystem}`, {
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method: 'POST',
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headers: { ...getAuthHeaders() },
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body: form,
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});
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if (!res.ok) {
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const err = await res.json().catch(() => ({ detail: res.statusText }));
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throw new Error(err.detail ?? `Upload error ${res.status}`);
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}
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const json = await res.json();
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return json.data;
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}
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export async function fetchImportBatches(lifecycle?: string): Promise<ImportBatchSummary[]> {
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const qs = lifecycle ? `?lifecycle=${lifecycle}` : '';
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const res = await apiFetch<{ status: string; data: ImportBatchSummary[] }>(`/api/crm/imports${qs}`);
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return res.data;
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}
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export async function fetchImportBatch(batchId: string): Promise<{
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batch_id: string;
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filename: string;
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row_count: number;
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mapping_manifest: Record<string, unknown>;
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lifecycle: string;
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proposals: ImportProposal[];
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proposal_count: number;
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}> {
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const res = await apiFetch<{ status: string; data: ReturnType<typeof fetchImportBatch> extends Promise<infer R> ? R : never }>(`/api/crm/imports/${batchId}`);
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return res.data as Awaited<ReturnType<typeof fetchImportBatch>>;
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}
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export async function reviewProposal(
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batchId: string,
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proposalId: string,
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decision: ImportReviewDecision,
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notes = ''
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): Promise<{ decision_id: string; decision: string }> {
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const res = await apiFetch<{ status: string; data: { decision_id: string; decision: string } }>(
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`/api/crm/imports/${batchId}/review-proposal`,
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{
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method: 'PUT',
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body: JSON.stringify({ proposal_id: proposalId, decision, notes }),
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}
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);
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return res.data;
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}
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export async function commitImportBatch(batchId: string): Promise<{
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committed: number;
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skipped: number;
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errors: string[];
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lifecycle: string;
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}> {
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const res = await apiFetch<{
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status: string;
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data: { committed: number; skipped: number; errors: string[]; lifecycle: string };
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}>(`/api/crm/imports/${batchId}/commit`, { method: 'POST' });
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return res.data;
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}
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