Files
Project_Velocity/app/src/lib/crmApi.ts

262 lines
9.8 KiB
TypeScript

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