# Open Mercato API Version: 0.8.0 Auto-generated OpenAPI definition for all enabled modules. ## Servers - https://crm.textunited.com/api – Default environment ## DELETE `/attachments` Delete attachment Removes an uploaded attachment and deletes the stored asset. **Tags:** Attachments **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Required | ### Responses **200** – Attachment deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing attachment identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Attachment not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/attachments?id=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/attachments` List attachments for a record Returns uploaded attachments for the given entity record, ordered by newest first. **Tags:** Attachments **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Required. Entity identifier that owns the attachments | | recordId | query | any | Required. Record identifier within the entity | | page | query | any | Optional | | pageSize | query | any | Optional | ### Responses **200** – Attachments found for the record Content-Type: `application/json` ```json { "items": [ { "id": "string", "url": "string", "fileName": "string", "fileSize": 1, "createdAt": "string", "mimeType": null, "content": null } ] } ``` **400** – Missing entity or record identifiers Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/attachments?entityId=string&recordId=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/attachments` Upload attachment Uploads a new attachment using multipart form-data and stores metadata for later retrieval. **Tags:** Attachments **Requires authentication.** ### Request Body Content-Type: `multipart/form-data` ```text entityId=string recordId=string file=string ``` ### Responses **200** – Attachment stored successfully Content-Type: `application/json` ```json { "ok": true, "item": { "id": "string", "url": "string", "fileName": "string", "fileSize": 1, "content": null } } ``` **400** – Payload validation error Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Attachment violates field constraints Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/attachments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: multipart/form-data" \ -d "{ \"entityId\": \"string\", \"recordId\": \"string\", \"file\": \"string\" }" ``` ## GET `/attachments/file/{id}` Download or serve attachment file Returns the raw file content for an attachment. Path parameter: {id} - Attachment UUID. Query parameter: ?download=1 - Force file download with Content-Disposition header. Access control is enforced based on partition settings. **Tags:** Attachments ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – File content with appropriate MIME type Content-Type: `application/json` **400** – Missing attachment ID Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized - authentication required for private partitions Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden - insufficient permissions Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Attachment or file not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Partition misconfigured Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/attachments/file/:id" \ -H "Accept: application/json" ``` ## GET `/attachments/image/{id}/{slug}` Serve image with optional resizing Returns an image attachment with optional on-the-fly resizing and cropping. Resized images are cached for performance. Only works with image MIME types. Path parameter: {id} - Attachment UUID. Query parameters: ?width=N (1-4000 pixels), ?height=N (1-4000 pixels), ?cropType=cover|contain (resize behavior). **Tags:** Attachments ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | slug | path | any | Optional | ### Responses **200** – Binary image content (Content-Type: image/jpeg, image/png, etc.) Content-Type: `application/json` **400** – Invalid parameters, missing ID, or non-image attachment Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized - authentication required for private partitions Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden - insufficient permissions Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Image not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Partition misconfigured or image rendering failed Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/attachments/image/:id/:slug" \ -H "Accept: application/json" ``` ## GET `/attachments/library` List attachments Returns paginated list of attachments with optional filtering by search term, partition, and tags. Includes available tags and partitions. **Tags:** Attachments **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional. Page number for pagination | | pageSize | query | any | Optional. Number of items per page (max 100) | | search | query | any | Optional. Search by file name (case-insensitive) | | partition | query | any | Optional. Filter by partition code | | tags | query | any | Optional. Filter by tags (comma-separated) | | sortField | query | any | Optional. Field to sort by | | sortDir | query | any | Optional. Sort direction | ### Responses **200** – Attachments list with pagination and metadata Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "fileName": "string", "fileSize": 1, "mimeType": "string", "partitionCode": "string", "partitionTitle": null, "url": null, "createdAt": "string", "tags": [ "string" ], "assignments": [], "content": null } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1, "availableTags": [ "string" ], "partitions": [ { "code": "string", "title": "string", "description": null, "isPublic": true } ] } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/attachments/library?page=1&pageSize=25" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/attachments/library/{id}` Delete attachment Permanently deletes an attachment file from storage and database. Emits CRUD side effects. **Tags:** Attachments **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Attachment deleted successfully Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid attachment ID Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Attachment not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/attachments/library/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/attachments/library/{id}` Get attachment details Returns complete details of an attachment including metadata, tags, assignments, and custom fields. **Tags:** Attachments **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Attachment details Content-Type: `application/json` ```json { "item": { "id": "00000000-0000-4000-8000-000000000000", "fileName": "string", "fileSize": 1, "mimeType": "string", "partitionCode": "string", "partitionTitle": null, "tags": [ "string" ], "assignments": [], "content": null, "customFields": null } } ``` **400** – Invalid attachment ID Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Attachment not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/attachments/library/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/attachments/library/{id}` Update attachment metadata Updates attachment tags, assignments, and custom fields. Emits CRUD side effects for indexing and events. **Tags:** Attachments **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Attachment updated successfully Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid payload or attachment ID Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Attachment not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to save attributes Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/attachments/library/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## DELETE `/attachments/partitions` Delete partition Deletes a partition. Default partitions cannot be deleted. Partitions with existing attachments cannot be deleted. **Tags:** Attachments **Requires authentication.** ### Responses **200** – Partition deleted successfully Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid ID or default partition deletion attempt Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Partitions locked in demo mode Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Partition not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Partition in use Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/attachments/partitions" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/attachments/partitions` List all attachment partitions Returns all configured attachment partitions with storage settings, OCR configuration, and access control settings. **Tags:** Attachments **Requires authentication.** ### Responses **200** – List of partitions Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "code": "string", "title": "string", "description": null, "isPublic": true, "requiresOcr": true, "ocrModel": null, "configJson": null, "createdAt": null, "updatedAt": null, "envKey": "string" } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/attachments/partitions" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/attachments/partitions` Create new partition Creates a new attachment partition with specified storage and OCR settings. Requires unique partition code. **Tags:** Attachments **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "code": "string", "title": "string", "description": null, "ocrModel": null, "storageDriver": "local", "configJson": null } ``` ### Responses **201** – Partition created successfully Content-Type: `application/json` ```json { "item": { "id": "00000000-0000-4000-8000-000000000000", "code": "string", "title": "string", "description": null, "isPublic": true, "requiresOcr": true, "ocrModel": null, "configJson": null, "createdAt": null, "updatedAt": null, "envKey": "string" } } ``` **400** – Invalid payload or partition code Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Partitions locked in demo mode Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Partition code already exists Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/attachments/partitions" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"code\": \"string\", \"title\": \"string\", \"description\": null, \"ocrModel\": null, \"storageDriver\": \"local\", \"configJson\": null }" ``` ## PUT `/attachments/partitions` Update partition Updates an existing partition. Partition code cannot be changed. Title, description, OCR settings, and access control can be modified. **Tags:** Attachments **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "code": "string", "title": "string", "description": null, "ocrModel": null, "storageDriver": "local", "configJson": null, "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Partition updated successfully Content-Type: `application/json` ```json { "item": { "id": "00000000-0000-4000-8000-000000000000", "code": "string", "title": "string", "description": null, "isPublic": true, "requiresOcr": true, "ocrModel": null, "configJson": null, "createdAt": null, "updatedAt": null, "envKey": "string" } } ``` **400** – Invalid payload or code change attempt Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Partitions locked in demo mode Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Partition not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/attachments/partitions" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"code\": \"string\", \"title\": \"string\", \"description\": null, \"ocrModel\": null, \"storageDriver\": \"local\", \"configJson\": null, \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/attachments/transfer` Transfer attachments to different record Transfers one or more attachments from one record to another within the same entity type. Updates attachment assignments and metadata to reflect the new record. **Tags:** Attachments **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "attachmentIds": [ "00000000-0000-4000-8000-000000000000" ], "toRecordId": "string" } ``` ### Responses **200** – Attachments transferred successfully Content-Type: `application/json` ```json { "ok": true, "updated": 1 } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Attachments not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Attachment model missing Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/attachments/transfer" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"attachmentIds\": [ \"00000000-0000-4000-8000-000000000000\" ], \"toRecordId\": \"string\" }" ``` ## GET `/audit_logs/audit-logs/access` Retrieve access logs Fetches paginated access audit logs scoped to the authenticated user. Tenant administrators can optionally expand the search to other actors or organizations. **Tags:** Audit & Action Logs **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | organizationId | query | any | Optional. Limit results to a specific organization | | actorUserId | query | any | Optional. Filter by actor user id (tenant administrators only) | | resourceKind | query | any | Optional. Restrict to a resource kind such as `order` or `product` | | accessType | query | any | Optional. Access type filter, e.g. `read` or `export` | | page | query | any | Optional. Page number (default 1) | | pageSize | query | any | Optional. Page size (default 50) | | limit | query | any | Optional. Explicit maximum number of records when paginating manually | | before | query | any | Optional. Return logs created before this ISO-8601 timestamp | | after | query | any | Optional. Return logs created after this ISO-8601 timestamp | ### Responses **200** – Access logs returned successfully Content-Type: `application/json` ```json { "items": [ { "id": "string", "resourceKind": "string", "resourceId": "string", "accessType": "string", "actorUserId": null, "actorUserName": null, "tenantId": null, "tenantName": null, "organizationId": null, "organizationName": null, "fields": [ "string" ], "context": null, "createdAt": "string" } ], "canViewTenant": true, "page": 1, "pageSize": 1, "total": 1, "totalPages": 1 } ``` **400** – Invalid filters supplied Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Caller has no resolved tenant scope and is not a superadmin Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/audit_logs/audit-logs/access" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/audit_logs/audit-logs/actions` Fetch action logs Returns recent action audit log entries. Tenant administrators can widen the scope to other actors or organizations, and callers can optionally restrict results to undoable actions. **Tags:** Audit & Action Logs **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | organizationId | query | any | Optional. Limit results to a specific organization | | actorUserId | query | any | Optional. Filter logs created by specific actor IDs (tenant administrators only). Accepts a single UUID or a comma-separated UUID list. | | resourceKind | query | any | Optional. Filter by resource kind (e.g., "order", "product") | | resourceId | query | any | Optional. Filter by resource ID (UUID of the specific record) | | actionType | query | any | Optional. Filter by action type (`create`, `edit`, `delete`, `assign`). Accepts a single value or a comma-separated list. | | fieldName | query | any | Optional. Filter to entries where the given field changed. Accepts a single field name or a comma-separated list. | | includeRelated | query | any | Optional. When `true`, also returns changes to child entities linked via parentResourceKind/parentResourceId | | includeTotal | query | any | Optional. When `true`, the response includes the filtered total count. | | undoableOnly | query | any | Optional. When `true`, only undoable actions are returned | | limit | query | any | Optional. Maximum number of records to return (default 50, max 1000) | | offset | query | any | Optional. Zero-based record offset for pagination (legacy — prefer page/pageSize) | | page | query | any | Optional. Page number (default 1) | | pageSize | query | any | Optional. Page size (default 50, max 200) | | sortField | query | any | Optional. Sort field: `createdAt`, `user`, `action`, `field`, or `source`. | | sortDir | query | any | Optional. Sort direction: `asc` or `desc`. | | before | query | any | Optional. Return actions created before this ISO-8601 timestamp | | after | query | any | Optional. Return actions created after this ISO-8601 timestamp | ### Responses **200** – Action logs retrieved successfully Content-Type: `application/json` ```json { "items": [ { "id": "string", "commandId": "string", "actionLabel": null, "executionState": "done", "actorUserId": null, "actorUserName": null, "tenantId": null, "tenantName": null, "organizationId": null, "organizationName": null, "resourceKind": null, "resourceId": null, "parentResourceKind": null, "parentResourceId": null, "undoToken": null, "createdAt": "string", "updatedAt": "string", "snapshotBefore": null, "snapshotAfter": null, "changes": null, "context": null } ], "canViewTenant": true, "page": 1, "pageSize": 1, "total": 1, "totalPages": 1 } ``` **400** – Invalid filter values Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Caller has no resolved tenant scope and is not a superadmin Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/audit_logs/audit-logs/actions?includeRelated=false&includeTotal=false&undoableOnly=false" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/audit_logs/audit-logs/actions/export` Export action logs as CSV Returns a CSV attachment containing filtered action audit log entries. Tenant administrators can widen the scope to other actors or organizations. **Tags:** Audit & Action Logs **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | organizationId | query | any | Optional. Limit results to a specific organization | | actorUserId | query | any | Optional. Filter logs created by specific actor IDs (tenant administrators only). Accepts a single UUID or a comma-separated UUID list. | | resourceKind | query | any | Optional. Filter by resource kind (e.g., "order", "product") | | resourceId | query | any | Optional. Filter by resource ID (UUID of the specific record) | | actionType | query | any | Optional. Filter by action type (`create`, `edit`, `delete`, `assign`). Accepts a single value or a comma-separated list. | | fieldName | query | any | Optional. Filter to entries where the given field changed. Accepts a single field name or a comma-separated list. | | includeRelated | query | any | Optional. When `true`, also returns changes to child entities linked via parentResourceKind/parentResourceId | | undoableOnly | query | any | Optional. When `true`, only undoable actions are returned | | limit | query | any | Optional. Maximum number of records to export (default 1000, capped at 1000) | | sortField | query | any | Optional. Sort field: `createdAt`, `user`, `action`, `field`, or `source`. | | sortDir | query | any | Optional. Sort direction: `asc` or `desc`. | | before | query | any | Optional. Return actions created before this ISO-8601 timestamp | | after | query | any | Optional. Return actions created after this ISO-8601 timestamp | ### Responses **200** – CSV export generated successfully Content-Type: `application/json` ```json { "file": "csv" } ``` **400** – Invalid filter values Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Caller has no resolved tenant scope and is not a superadmin Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/audit_logs/audit-logs/actions/export?includeRelated=false&undoableOnly=false" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/audit_logs/audit-logs/actions/redo` Redo by action log id Redoes the latest undone command owned by the caller. Requires the action to still be eligible for redo within tenant and organization scope. **Tags:** Audit & Action Logs **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "logId": "string" } ``` ### Responses **200** – Redo executed successfully Content-Type: `application/json` ```json { "ok": true, "logId": null, "undoToken": null } ``` **400** – Log not eligible for redo Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Redo blocked by scope checks Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/audit_logs/audit-logs/actions/redo" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"logId\": \"string\" }" ``` ## POST `/audit_logs/audit-logs/actions/undo` Undo action by token Replays the undo handler registered for a command. The provided undo token must match the latest undoable log entry accessible to the caller. **Tags:** Audit & Action Logs **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "undoToken": "string" } ``` ### Responses **200** – Undo applied successfully Content-Type: `application/json` ```json { "ok": true, "logId": "string" } ``` **400** – Invalid or unavailable undo token Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Undo blocked by organization or tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` **422** – Undo deliberately blocked by a beforeUndo command interceptor. The interceptor chooses the status (any 4xx/5xx) and may replace the body. Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/audit_logs/audit-logs/actions/undo" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"undoToken\": \"string\" }" ``` ## GET `/auth/admin/nav` Resolve backend chrome bootstrap payload Returns the backend chrome payload available to the authenticated administrator after applying scope, RBAC, role defaults, and personal sidebar preferences. **Tags:** Authentication & Accounts **Requires authentication.** ### Responses **200** – Backend chrome payload Content-Type: `application/json` ```json { "brand": null, "groups": [ { "name": "string", "items": [ { "href": "string", "title": "string" } ] } ], "settingsSections": [ { "id": "string", "label": "string", "items": [ { "id": "string", "label": "string", "href": "string" } ] } ], "settingsPathPrefixes": [ "string" ], "profileSections": [ { "id": "string", "label": "string", "items": [ { "id": "string", "label": "string", "href": "string" } ] } ], "profilePathPrefixes": [ "string" ], "grantedFeatures": [ "string" ], "roles": [ "string" ], "currentOrganization": null } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/admin/nav" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/auth/autologin` Auto sign-in using env-configured demo credentials When OM_AUTOLOGIN_EMAIL / OM_AUTOLOGIN_PASSWORD are configured, signs the visitor in with those credentials and redirects into the app. Intended for single-tenant demo instances only. Falls back to the login page when disabled or misconfigured. **Tags:** Authentication & Accounts ### Responses **200** – Success response Content-Type: `application/json` **307** – Redirect into the app (or to /login on failure) Content-Type: `text/html` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/autologin" \ -H "Accept: application/json" ``` ## POST `/auth/feature-check` Check feature grants for the current user Evaluates which of the requested features are available to the signed-in user within the active tenant / organization context. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "features": [ "string" ] } ``` ### Responses **200** – Evaluation result Content-Type: `application/json` ```json { "ok": true, "granted": [ "string" ], "userId": "string" } ``` **400** – Invalid request — features array missing, too large, or contains invalid entries Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/feature-check" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"features\": [ \"string\" ] }" ``` ## GET `/auth/features` List declared feature flags Returns all static features contributed by the enabled modules along with their module source. **Tags:** Authentication & Accounts **Requires authentication.** ### Responses **200** – Aggregated feature catalog Content-Type: `application/json` ```json { "items": [ { "id": "string", "title": "string", "module": "string" } ], "modules": [ { "id": "string", "title": "string" } ] } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/features" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/auth/locale` Set locale and redirect Stores the selected locale in a cookie and redirects to a safe local path. **Tags:** Authentication & Accounts ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | locale | query | any | Required. A locale code this tenant serves — one of the `servable` entries returned by `GET /api/translations/locales`. Codes are canonicalized (`de-AT` → `de`). | | redirect | query | any | Optional | ### Responses **200** – Success response Content-Type: `application/json` **302** – Locale cookie set and request redirected Content-Type: `application/json` **400** – Invalid locale Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/locale?locale=string" \ -H "Accept: application/json" ``` ## POST `/auth/locale` Set locale Stores the selected locale in a cookie and returns a JSON success response. **Tags:** Authentication & Accounts ### Request Body Content-Type: `application/json` ```json { "locale": "string" } ``` ### Responses **200** – Locale cookie set Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid locale or malformed request body Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/locale" \ -H "Accept: application/json" \ -H "Content-Type: application/json" \ -d "{ \"locale\": \"string\" }" ``` ## POST `/auth/login` Authenticate user credentials Validates the submitted credentials and issues a bearer token cookie for subsequent API calls. **Tags:** Authentication & Accounts ### Request Body Content-Type: `application/x-www-form-urlencoded` ```text email=user%40example.com&password=string ``` ### Responses **200** – Authentication succeeded Content-Type: `application/json` ```json { "ok": true, "token": "string", "redirect": null } ``` **400** – Validation failed Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **401** – Invalid credentials Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **403** – User lacks required role Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **429** – Too many login attempts Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/login" \ -H "Accept: application/json" \ -H "Content-Type: application/x-www-form-urlencoded" \ -d "email=user%40example.com&password=string" ``` ## POST `/auth/logout` Invalidate session and redirect Clears authentication cookies and redirects the browser to the login page. **Tags:** Authentication & Accounts **Requires authentication.** ### Responses **201** – Success response Content-Type: `application/json` **302** – Redirect to login after successful logout Content-Type: `text/html` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/logout" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/auth/profile` Get current profile Returns the email address, display name, and roles for the signed-in user. The display name is null when unset. **Tags:** Authentication & Accounts **Requires authentication.** ### Responses **200** – Profile payload Content-Type: `application/json` ```json { "email": "user@example.com", "name": null, "roles": [ "string" ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – User not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/profile" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/auth/profile` Update current profile Updates the email address or password for the signed-in user. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Profile updated Content-Type: `application/json` ```json { "ok": true, "email": "user@example.com" } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/auth/profile" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## POST `/auth/reset` Send reset email Requests a password reset email for the given account. The endpoint always returns `ok: true` to avoid leaking account existence. **Tags:** Authentication & Accounts ### Request Body Content-Type: `application/x-www-form-urlencoded` ```text email=user%40example.com ``` ### Responses **200** – Reset email dispatched (or ignored for unknown accounts) Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid request origin Content-Type: `application/json` ```json { "error": "string" } ``` **429** – Too many password reset requests Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Password reset email origin is not configured Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/reset" \ -H "Accept: application/json" \ -H "Content-Type: application/x-www-form-urlencoded" \ -d "email=user%40example.com" ``` ## POST `/auth/reset/confirm` Complete password reset Validates the reset token and updates the user password. **Tags:** Authentication & Accounts ### Request Body Content-Type: `application/x-www-form-urlencoded` ```text token=string&password=string ``` ### Responses **200** – Password reset succeeded Content-Type: `application/json` ```json { "ok": true, "redirect": "string" } ``` **400** – Invalid token or payload Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **429** – Too many reset confirmation attempts Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/reset/confirm" \ -H "Accept: application/json" \ -H "Content-Type: application/x-www-form-urlencoded" \ -d "token=string&password=string" ``` ## POST `/auth/reset/validate` Check whether a password reset token is still usable Reports whether a reset token exists, is unused, and has not expired, so the reset page can render a terminal state instead of a form the token can never submit. The token is never consumed and the response never distinguishes unknown, used, and expired tokens. **Tags:** Authentication & Accounts ### Request Body Content-Type: `application/x-www-form-urlencoded` ```text token=string ``` ### Responses **200** – Token state resolved Content-Type: `application/json` ```json { "ok": true, "valid": true } ``` **429** – Too many token validation attempts Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/reset/validate" \ -H "Accept: application/json" \ -H "Content-Type: application/x-www-form-urlencoded" \ -d "token=string" ``` ## DELETE `/auth/roles` Delete role Deletes a role by identifier. Fails when users remain assigned. **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Required. Role identifier | ### Responses **200** – Role deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – Role cannot be deleted Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/auth/roles?id=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/auth/roles` List roles Returns available roles within the current tenant. Super administrators receive visibility across tenants. **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | tenantId | query | any | Optional | ### Responses **200** – Role collection Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "usersCount": 1, "tenantId": null, "tenantName": null, "updatedAt": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/roles?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/auth/roles` Create role Creates a new role anchored to the caller's tenant. Non-superadmins cannot target another tenant; supplying a foreign `tenantId` is rejected. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "name": "string" } ``` ### Responses **201** – Role created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"name\": \"string\" }" ``` ## PUT `/auth/roles` Update role Updates mutable fields on an existing role. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Role updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/auth/roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/auth/roles/acl` Fetch role ACL Returns the feature and organization assignments associated with a role within the current tenant. **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | roleId | query | any | Required | | tenantId | query | any | Optional | ### Responses **200** – Role ACL entry Content-Type: `application/json` ```json { "isSuperAdmin": true, "features": [ "string" ], "organizations": null, "updatedAt": null } ``` **400** – Invalid role id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/roles/acl?roleId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/auth/roles/acl` Update role ACL Replaces the feature list, super admin flag, and optional organization assignments for a role. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "roleId": "00000000-0000-4000-8000-000000000000", "organizations": null } ``` ### Responses **200** – Role ACL updated Content-Type: `application/json` ```json { "ok": true, "sanitized": true } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient privileges to modify ACL Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/auth/roles/acl" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"roleId\": \"00000000-0000-4000-8000-000000000000\", \"organizations\": null }" ``` ## GET `/auth/session/refresh` Refresh auth cookie from session token (browser) Exchanges an existing `session_token` cookie for a fresh JWT auth cookie and redirects the browser. **Tags:** Authentication & Accounts ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | redirect | query | any | Optional. Absolute or relative URL to redirect after refresh | ### Responses **200** – Success response Content-Type: `application/json` **302** – Redirect to target location when session is valid Content-Type: `text/html` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/session/refresh" \ -H "Accept: application/json" ``` ## POST `/auth/session/refresh` Refresh access token (API/mobile) Exchanges a refresh token for a new JWT access token. Pass the refresh token obtained from login in the request body. **Tags:** Authentication & Accounts ### Request Body Content-Type: `application/json` ```json { "refreshToken": "string" } ``` ### Responses **200** – New access token issued Content-Type: `application/json` ```json { "ok": true, "accessToken": "string", "expiresIn": 1 } ``` **400** – Missing refresh token Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **401** – Invalid or expired token Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **429** – Too many refresh attempts Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/session/refresh" \ -H "Accept: application/json" \ -H "Content-Type: application/json" \ -d "{ \"refreshToken\": \"string\" }" ``` ## DELETE `/auth/sidebar/preferences` Delete a role sidebar variant Removes the role variant for the current tenant + locale. Idempotent. Requires `auth.sidebar.manage`. **Tags:** Authentication & Accounts **Requires authentication.** ### Responses **200** – Variant deleted (or never existed) Content-Type: `application/json` ```json { "ok": true, "scope": { "type": "user" } } ``` **400** – Missing roleId query parameter Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing features Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found in current tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/auth/sidebar/preferences" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/auth/sidebar/preferences` Get sidebar preferences Returns sidebar customization for the current user (default) or the specified role (`?roleId=…`, requires `auth.sidebar.manage`). **Tags:** Authentication & Accounts **Requires authentication.** ### Responses **200** – Current sidebar configuration Content-Type: `application/json` ```json { "locale": "string", "settings": { "version": 1, "groupOrder": [ "string" ], "groupLabels": { "key": "string" }, "itemLabels": { "key": "string" }, "hiddenItems": [ "string" ], "itemOrder": { "key": [ "string" ] } }, "canApplyToRoles": true, "roles": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "hasPreference": true } ], "scope": { "type": "user" }, "updatedAt": null } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing features for role-scope read Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found in current tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/sidebar/preferences" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/auth/sidebar/preferences` Update sidebar preferences Updates sidebar configuration. With `scope.type === "user"` (default) writes the calling user's personal preferences and may optionally apply the same settings to selected roles via `applyToRoles[]`. With `scope.type === "role"` writes the named role variant directly (requires `auth.sidebar.manage`); `applyToRoles[]` and `clearRoleIds[]` are rejected in this mode. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Preferences saved Content-Type: `application/json` ```json { "locale": "string", "settings": { "version": 1, "groupOrder": [ "string" ], "groupLabels": { "key": "string" }, "itemLabels": { "key": "string" }, "hiddenItems": [ "string" ], "itemOrder": { "key": [ "string" ] } }, "canApplyToRoles": true, "roles": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "hasPreference": true } ], "scope": { "type": "user" }, "updatedAt": null, "appliedRoles": [ "00000000-0000-4000-8000-000000000000" ], "clearedRoles": [ "00000000-0000-4000-8000-000000000000" ] } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing features for role-wide updates Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found in current tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/auth/sidebar/preferences" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## GET `/auth/sidebar/variants` List sidebar variants Returns the named sidebar variants saved by the current user for the current tenant + locale. **Tags:** Authentication & Accounts **Requires authentication.** ### Responses **200** – Variant list Content-Type: `application/json` ```json { "locale": "string", "variants": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "isActive": true, "settings": { "version": 1, "groupOrder": [ "string" ], "groupLabels": { "key": "string" }, "itemLabels": { "key": "string" }, "hiddenItems": [ "string" ], "itemOrder": { "key": [ "string" ] } }, "createdAt": "string", "updatedAt": null } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/sidebar/variants" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/auth/sidebar/variants` Create a sidebar variant Creates a new variant. If `name` is omitted or blank, an auto-name like "My preferences", "My preferences 2", … is assigned. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Variant created Content-Type: `application/json` ```json { "locale": "string", "variant": { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "isActive": true, "settings": { "version": 1, "groupOrder": [ "string" ], "groupLabels": { "key": "string" }, "itemLabels": { "key": "string" }, "hiddenItems": [ "string" ], "itemOrder": { "key": [ "string" ] } }, "createdAt": "string", "updatedAt": null } } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/sidebar/variants" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## DELETE `/auth/sidebar/variants/{id}` Delete a sidebar variant Soft-deletes the variant (sets deleted_at). **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Variant deleted Content-Type: `application/json` ```json { "ok": true } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Variant not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/auth/sidebar/variants/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/auth/sidebar/variants/{id}` Get a sidebar variant **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Variant Content-Type: `application/json` ```json { "locale": "string", "variant": { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "isActive": true, "settings": { "version": 1, "groupOrder": [ "string" ], "groupLabels": { "key": "string" }, "itemLabels": { "key": "string" }, "hiddenItems": [ "string" ], "itemOrder": { "key": [ "string" ] } }, "createdAt": "string", "updatedAt": null } } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Variant not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/sidebar/variants/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/auth/sidebar/variants/{id}` Update a sidebar variant Updates the variant's name, settings, and/or isActive flag. Setting `isActive: true` deactivates other variants in the same scope (only one active per user/tenant/locale). **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Variant updated Content-Type: `application/json` ```json { "locale": "string", "variant": { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "isActive": true, "settings": { "version": 1, "groupOrder": [ "string" ], "groupLabels": { "key": "string" }, "itemLabels": { "key": "string" }, "hiddenItems": [ "string" ], "itemOrder": { "key": [ "string" ] } }, "createdAt": "string", "updatedAt": null } } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Variant not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/auth/sidebar/variants/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## DELETE `/auth/users` Delete user Deletes a user by identifier. Rejected when the target is the last active holder of a protected role in the tenant. Undo support is provided via the command bus. **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Required. User identifier | ### Responses **200** – User deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – User cannot be deleted, or is the last active holder of a protected role Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – User not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/auth/users?id=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/auth/users` List users Returns users for the effective selected tenant and organization scope. Search matches email, organization name, and role name. Super administrators may scope the response via the topbar context, organization filters, or role filters. Pass scopeToActiveOrganization=1 to restrict results to the caller's active organization (used by recipient/assignee pickers so suggestions stay within the org that owns the resulting record). Pass ids=, (max 100) to resolve a known set of users in one request, for example to label a list of foreign keys; it intersects with id and roleId, and a supplied ids value that contains no valid identifier matches nothing. **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Optional | | ids | query | any | Optional. Comma-separated user identifiers, at most 100 | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | name | query | any | Optional | | organizationId | query | any | Optional | | scopeToActiveOrganization | query | any | Optional | | roleIds | query | any | Optional | ### Responses **200** – User collection Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "email": "user@example.com", "name": null, "organizationId": null, "organizationName": null, "tenantId": null, "tenantName": null, "roles": [ "string" ], "isConfirmed": true, "updatedAt": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/users?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/auth/users` Create user Creates a new confirmed user within the specified organization, optional display name, and optional roles. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "email": "user@example.com", "name": null, "organizationId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **201** – User created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid payload or duplicate email Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Attempted to assign privileged roles Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/users" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"email\": \"user@example.com\", \"name\": null, \"organizationId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## PUT `/auth/users` Update user Updates profile fields including display name, organization assignment, credentials, or role memberships. A destination organization must be within the caller's descendant-expanded organization scope. Retained and newly assigned roles must belong to the destination tenant and be grantable by the caller. Setting isConfirmed=false deactivates the account: the user can no longer sign in and every active session is revoked; isConfirmed=true reactivates it. A tenant cannot drop below a protected role's minimum active holder count, so revoking the role from, deactivating, moving, or deleting the last active administrator is rejected. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "name": null } ``` ### Responses **200** – User updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid payload, duplicate email, or the update would remove the last active holder of a protected role Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Destination organization is outside caller scope, or a retained or assigned role is not grantable Content-Type: `application/json` ```json { "error": "string" } ``` **404** – User or destination organization not found in the caller tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/auth/users" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"name\": null }" ``` ## GET `/auth/users/acl` Fetch user ACL Returns custom ACL overrides for a user, scoped to the requested tenant when supplied and to the actor or target user tenant otherwise. **Tags:** Authentication & Accounts **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | userId | query | any | Required | | tenantId | query | any | Optional | ### Responses **200** – User ACL entry Content-Type: `application/json` ```json { "hasCustomAcl": true, "isSuperAdmin": true, "features": [ "string" ], "organizations": null, "updatedAt": null } ``` **400** – Invalid user id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient privileges for the requested tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/users/acl?userId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/auth/users/acl` Update user ACL Updates a per-user ACL override. Omitted super admin, feature, and organization fields preserve their stored values. Authorization evaluates the merged ACL, so a partial request returns 403 when a preserved grant is outside the actor's grantable ACL. An organization-scoped non-super-admin override requires at least one feature grant. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "userId": "00000000-0000-4000-8000-000000000000", "organizations": null } ``` ### Responses **200** – User ACL updated Content-Type: `application/json` ```json { "ok": true, "sanitized": true } ``` **400** – Invalid payload or unresolved tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient privileges to modify ACL Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/auth/users/acl" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"userId\": \"00000000-0000-4000-8000-000000000000\", \"organizations\": null }" ``` ## GET `/auth/users/consents` List user consents Returns all consent records for a given user, with integrity verification status. **Tags:** Auth **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | userId | query | any | Required | ### Responses **200** – Consent list returned Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/auth/users/consents?userId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/auth/users/resend-invite` Resend invitation email Resends the invitation email to a user who has not yet set up their password. Generates a new 48-hour setup token and invalidates prior tokens. **Tags:** Authentication & Accounts **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Invite email sent Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid request origin Content-Type: `application/json` ```json { "error": "string" } ``` **404** – User not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – User already has a password Content-Type: `application/json` ```json { "error": "string" } ``` **422** – Validation error Content-Type: `application/json` ```json { "error": "string" } ``` **429** – Rate limit exceeded Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Invitation email origin is not configured Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/auth/users/resend-invite" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## DELETE `/communication_channels/admin/channels/{id}` Admin delete (soft-delete) a tenant-wide communication channel **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **204** – Channel deleted **400** – Invalid channel id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Channel not found or not a tenant-wide channel Content-Type: `application/json` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/communication_channels/admin/channels/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/communication_channels/channels` List communication channels for the current tenant **Tags:** CommunicationChannels **Requires authentication.** ### Responses **200** – Channel list (paginated) Content-Type: `application/json` **400** – Invalid query parameters Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/communication_channels/channels" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/communication_channels/channels/{id}` DELETE /communication_channels/channels/{id} **Tags:** Communication Channels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **204** – Success ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/communication_channels/channels/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/communication_channels/channels/{id}` Get a single communication channel by id **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Channel detail Content-Type: `application/json` **400** – Invalid channel id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Channel not found Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/communication_channels/channels/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/communication_channels/channels/{id}/health` Snapshot of channel delivery health (last 24h) **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Health snapshot Content-Type: `application/json` **400** – Invalid channel id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Channel not found Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/communication_channels/channels/:id/health" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/channels/{id}/import-history` Queue a backlog import for a channel (Spec B § Phase B6) **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "sinceDays": 30, "maxMessages": 1000 } ``` ### Responses **202** – Import job queued; returns { progressJobId } Content-Type: `application/json` **400** – Invalid channel id or unsupported provider Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Channel not found / not accessible Content-Type: `application/json` **409** – Channel is not connected (requires reauth / error) Content-Type: `application/json` **429** – Another import is already running for this channel Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/channels/:id/import-history" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"sinceDays\": 30, \"maxMessages\": 1000 }" ``` ## POST `/communication_channels/channels/{id}/poll-now` Manually trigger a poll cycle for a channel (demo / operator override) **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **202** – Poll job enqueued Content-Type: `application/json` **400** – Invalid channel id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Channel not found Content-Type: `application/json` **409** – Channel disabled, not connected, or push-driven (never polled) Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/channels/:id/poll-now" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/channels/{id}/push/register` Force-register push delivery for a channel (Spec C § Phase C5) **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **202** – Push registration attempted; check result.pushStatus Content-Type: `application/json` **400** – Invalid id or unsupported provider Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing push.manage feature Content-Type: `application/json` **404** – Channel not found Content-Type: `application/json` **409** – Provider does not support push (IMAP) Content-Type: `application/json` **502** – Provider returned an error during registration Content-Type: `application/json` **503** – Webhook base URL or Pub/Sub topic not configured Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/channels/:id/push/register" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/channels/{id}/set-primary` Mark a per-user channel as primary **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Channel set as primary (or already primary) Content-Type: `application/json` **400** – Invalid channel id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Channel not found or not owned by current user Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/channels/:id/set-primary" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/channels/{id}/test-send` Diagnostic — send a test message through the channel without persisting **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Test send result Content-Type: `application/json` **400** – Invalid channel id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Not allowed to manage this channel Content-Type: `application/json` **404** – Channel or adapter not found Content-Type: `application/json` **409** – Channel not connected Content-Type: `application/json` **422** – Invalid request body Content-Type: `application/json` **502** – Provider error Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/channels/:id/test-send" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/channels/connect/credentials` Connect a credential-based per-user channel (IMAP/SMTP) **Tags:** CommunicationChannels **Requires authentication.** ### Responses **201** – Channel connected Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Provider is tenant-scoped — use the tenant connect route Content-Type: `application/json` **404** – Unknown provider Content-Type: `application/json` **409** – Mailbox already connected via another provider Content-Type: `application/json` **422** – Invalid body or credential validation failed Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/channels/connect/credentials" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/channels/connect/tenant-credentials` Connect a tenant-wide credential-based channel (push: FCM/APNs/Expo) **Tags:** CommunicationChannels **Requires authentication.** ### Responses **201** – Channel connected Content-Type: `application/json` **400** – Provider is not tenant-scoped Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Unknown provider Content-Type: `application/json` **422** – Invalid body or credential validation failed Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/channels/connect/tenant-credentials" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/communication_channels/me/channels` List the current user's connected channels **Tags:** CommunicationChannels **Requires authentication.** ### Responses **200** – List of user-owned channels Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/communication_channels/me/channels" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/messages/{messageId}/reactions` Add a reaction to a channel-linked message **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | messageId | path | any | Required | ### Responses **201** – Reaction added Content-Type: `application/json` **400** – Invalid messageId Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Channel is owned by another user Content-Type: `application/json` **409** – Message not channel-linked or duplicate reaction Content-Type: `application/json` **422** – Invalid request body Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/messages/:messageId/reactions" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/communication_channels/messages/{messageId}/reactions/{reactionId}` Remove a reaction from a channel-linked message **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | messageId | path | any | Required | | reactionId | path | any | Required | ### Responses **204** – Reaction removed **400** – Invalid params Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Channel is owned by another user Content-Type: `application/json` **404** – Reaction not found or not owned by current user Content-Type: `application/json` **409** – Message not channel-linked Content-Type: `application/json` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/communication_channels/messages/:messageId/reactions/:reactionId" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/communication_channels/oauth/{provider}/callback` OAuth callback — exchange code, persist credentials, create per-user channel **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | provider | path | any | Required | ### Responses **200** – Success response Content-Type: `application/json` **302** – Redirect back to returnUrl with flash query params Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/communication_channels/oauth/:provider/callback" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/oauth/{provider}/initiate` Start a per-user channel OAuth flow **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | provider | path | any | Required | ### Responses **200** – Authorize URL + state cookie set Content-Type: `application/json` **400** – Invalid provider or unsupported (no OAuth) Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **422** – Invalid request body Content-Type: `application/json` **502** – Adapter failed to build authorize URL Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/oauth/:provider/initiate" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/send-as-user` Send a message through the current user's own channel **Tags:** CommunicationChannels **Requires authentication.** ### Responses **202** – Message persisted; outbound delivery enqueued Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Cannot send through a channel you don't own Content-Type: `application/json` **404** – Channel not found Content-Type: `application/json` **409** – Channel in a non-deliverable transitional status Content-Type: `application/json` **422** – Invalid body, or channel requires_reauth / disconnected Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/send-as-user" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/test-seed` Test-only: seed a connected channel, ingest a real inbound message, or emit a seeded inbound link (env-gated) **Tags:** CommunicationChannels **Requires authentication.** ### Responses **201** – Channel seeded / inbound message emitted Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Test channel seeding disabled (production default), or the requested channel does not belong to the caller Content-Type: `application/json` **422** – Invalid request body Content-Type: `application/json` **500** – Seed failed Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/test-seed" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/communication_channels/threads/{threadId}/assign` Reassign a channel-linked conversation to a different owner **Tags:** CommunicationChannels **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | threadId | path | any | Required | ### Responses **200** – Conversation reassigned (or unchanged) Content-Type: `application/json` **400** – Invalid threadId Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Conversation not channel-linked Content-Type: `application/json` **422** – Invalid request body Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/communication_channels/threads/:threadId/assign" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/communication_channels/webhook/{provider}` Process an inbound channel webhook (Slack, WhatsApp, Email, ...) **Tags:** CommunicationChannels ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | provider | path | any | Required | ### Responses **202** – Webhook accepted for async processing Content-Type: `application/json` **401** – Signature verification failed against every candidate channel Content-Type: `application/json` **404** – Unknown provider Content-Type: `application/json` **413** – Webhook payload too large Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/webhook/:provider" \ -H "Accept: application/json" ``` ## POST `/communication_channels/webhooks/gmail` Gmail Pub/Sub push notification webhook (Spec C § Phase C2) **Tags:** CommunicationChannels ### Responses **204** – Notification verified + history-sync job enqueued **400** – Body not a valid Pub/Sub envelope Content-Type: `application/json` **401** – Invalid JWT or email claim Content-Type: `application/json` **403** – Wrong audience Content-Type: `application/json` **413** – Webhook payload too large Content-Type: `application/json` **503** – Webhook not configured / Google certs unreachable Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/communication_channels/webhooks/gmail" \ -H "Accept: application/json" ``` ## GET `/configs/cache` Get cache statistics Returns detailed cache statistics including total entries and breakdown by cache segments. Requires cache service to be available. **Tags:** Configs **Requires authentication.** ### Responses **200** – Cache statistics Content-Type: `application/json` ```json { "generatedAt": "string", "totalKeys": 1, "segments": [ { "segment": "string", "resource": null, "method": null, "path": null, "keyCount": 1, "keys": [ "string" ] } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to resolve cache stats Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Cache service unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/configs/cache" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/configs/cache` Purge cache Purges cache entries. Supports two actions: purgeAll (clears entire cache) or purgeSegment (clears specific segment). Returns updated cache statistics after purge. **Tags:** Configs **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "action": "purgeAll" } ``` ### Responses **200** – Cache segment cleared successfully Content-Type: `application/json` ```json { "action": "purgeSegment", "segment": "string", "deleted": 1, "stats": { "generatedAt": "string", "totalKeys": 1, "segments": [ { "segment": "string", "resource": null, "method": null, "path": null, "keyCount": 1, "keys": [ "string" ] } ] } } ``` **400** – Invalid request - missing segment identifier for purgeSegment action Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to purge cache Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Cache service unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/configs/cache" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"action\": \"purgeAll\" }" ``` ## DELETE `/configs/module-telemetry` Clear module telemetry data Development-only endpoint that clears in-memory module telemetry and local process telemetry files. **Tags:** Configs **Requires authentication.** ### Responses **200** – Module telemetry cleared Content-Type: `application/json` ```json { "cleared": true } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden outside development mode Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/configs/module-telemetry" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/configs/module-telemetry` Get module resource usage telemetry Returns in-process module resource attribution for API routes, event subscribers, and queue workers. **Tags:** Configs **Requires authentication.** ### Responses **200** – Module resource usage report Content-Type: `application/json` ```json { "generatedAt": "string", "startedAt": "string", "enabled": true, "bucketIntervalMs": 1, "totals": { "modules": 1, "operations": 1, "calls": 1, "errors": 1, "totalDurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1 }, "thresholds": { "p95DurationMs": 1, "cpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1, "errors": 1 }, "modules": [ { "moduleId": "string", "calls": 1, "errors": 1, "totalDurationMs": 1, "p95DurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1, "surfaces": [ { "surface": "api", "calls": 1, "errors": 1, "totalDurationMs": 1, "p95DurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1 } ], "topOperations": [ { "moduleId": "string", "surface": "api", "operation": "string", "resourceId": null, "calls": 1, "errors": 1, "totalDurationMs": 1, "maxDurationMs": 1, "p95DurationMs": 1, "totalCpuUserMs": 1, "totalCpuSystemMs": 1, "maxCpuMs": 1, "totalHeapDeltaBytes": 1, "positiveHeapDeltaBytes": 1, "maxHeapDeltaBytes": 1, "totalRssDeltaBytes": 1, "positiveRssDeltaBytes": 1, "maxRssDeltaBytes": 1, "firstSeenAt": "string", "lastSeenAt": "string" } ], "candidateReasons": [ "string" ] } ], "candidates": [ { "moduleId": "string", "calls": 1, "errors": 1, "totalDurationMs": 1, "p95DurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1, "surfaces": [ { "surface": "api", "calls": 1, "errors": 1, "totalDurationMs": 1, "p95DurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1 } ], "topOperations": [ { "moduleId": "string", "surface": "api", "operation": "string", "resourceId": null, "calls": 1, "errors": 1, "totalDurationMs": 1, "maxDurationMs": 1, "p95DurationMs": 1, "totalCpuUserMs": 1, "totalCpuSystemMs": 1, "maxCpuMs": 1, "totalHeapDeltaBytes": 1, "positiveHeapDeltaBytes": 1, "maxHeapDeltaBytes": 1, "totalRssDeltaBytes": 1, "positiveRssDeltaBytes": 1, "maxRssDeltaBytes": 1, "firstSeenAt": "string", "lastSeenAt": "string" } ], "candidateReasons": [ "string" ] } ], "buckets": [ { "bucketStart": "string", "bucketEnd": "string", "bucketIntervalMs": 1, "stage": "startup", "partial": true, "totals": { "modules": 1, "calls": 1, "errors": 1, "totalDurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1 }, "modules": [ { "moduleId": "string", "calls": 1, "errors": 1, "totalDurationMs": 1, "p95DurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1, "surfaces": [ { "surface": "api", "calls": 1, "errors": 1, "totalDurationMs": 1, "p95DurationMs": 1, "totalCpuMs": 1, "positiveHeapDeltaBytes": 1, "positiveRssDeltaBytes": 1 } ], "topOperations": [ { "moduleId": "string", "surface": "api", "operation": "string", "resourceId": null, "calls": 1, "errors": 1, "totalDurationMs": 1, "maxDurationMs": 1, "p95DurationMs": 1, "totalCpuUserMs": 1, "totalCpuSystemMs": 1, "maxCpuMs": 1, "totalHeapDeltaBytes": 1, "positiveHeapDeltaBytes": 1, "maxHeapDeltaBytes": 1, "totalRssDeltaBytes": 1, "positiveRssDeltaBytes": 1, "maxRssDeltaBytes": 1, "firstSeenAt": "string", "lastSeenAt": "string" } ], "candidateReasons": [ "string" ] } ] } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/configs/module-telemetry" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/configs/system-status` Get system health status Returns comprehensive system health information including environment details, version, resource usage, and service connectivity status. **Tags:** Configs **Requires authentication.** ### Responses **200** – System status snapshot Content-Type: `application/json` ```json { "generatedAt": "string", "runtimeMode": "development", "categories": [ { "key": "profiling", "labelKey": "string", "descriptionKey": null, "items": [ { "key": "string", "category": "profiling", "kind": "boolean", "labelKey": "string", "descriptionKey": "string", "docUrl": null, "defaultValue": null, "state": "enabled", "value": null, "normalizedValue": null } ] } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to load system status Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/configs/system-status" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/configs/system-status` Clear system cache Purges the entire cache for the current tenant. Useful for troubleshooting or forcing fresh data loading. **Tags:** Configs **Requires authentication.** ### Responses **200** – Cache cleared successfully Content-Type: `application/json` ```json { "cleared": true } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to purge cache Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Cache service unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/configs/system-status" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/configs/upgrade-actions` List pending upgrade actions Returns a list of pending upgrade actions for the current version. These are one-time setup tasks that need to be executed after upgrading to a new version. Requires organization and tenant context. **Tags:** Configs **Requires authentication.** ### Responses **200** – List of pending upgrade actions Content-Type: `application/json` ```json { "version": "string", "actions": [ { "id": "string", "version": "string", "message": "string", "ctaLabel": "string", "successMessage": "string", "loadingLabel": "string" } ] } ``` **400** – Missing organization or tenant context Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to load upgrade actions Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/configs/upgrade-actions" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/configs/upgrade-actions` Execute upgrade action Executes a specific upgrade action by ID. Typically used for one-time setup tasks like seeding example data after version upgrade. Returns execution status and localized success message. **Tags:** Configs **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "actionId": "string" } ``` ### Responses **200** – Upgrade action executed successfully Content-Type: `application/json` ```json { "status": "string", "message": "string", "version": "string" } ``` **400** – Invalid request body or missing context Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Upgrade actions are disabled Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to execute upgrade action Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/configs/upgrade-actions" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"actionId\": \"string\" }" ``` ## DELETE `/currencies/currencies` Delete currency Deletes a currency by id. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Currency deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/currencies/currencies" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/currencies/currencies` List currencies Returns a paginated collection of currencies scoped to the authenticated organization. **Tags:** Currencies **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | isBase | query | any | Optional | | isActive | query | any | Optional | | code | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated currencies Content-Type: `application/json` ```json { "items": [ { "id": "string", "code": "string", "name": "string", "symbol": null, "decimalPlaces": 1, "thousandsSeparator": null, "decimalSeparator": null, "isBase": true, "isActive": true, "createdAt": null, "updatedAt": null, "organizationId": "string", "tenantId": "string" } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/currencies/currencies?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/currencies/currencies` Create currency Creates a new currency. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "string", "tenantId": "string", "code": "string", "name": "string", "symbol": null, "thousandsSeparator": null, "decimalSeparator": null } ``` ### Responses **201** – Currency created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/currencies/currencies" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"string\", \"tenantId\": \"string\", \"code\": \"string\", \"name\": \"string\", \"symbol\": null, \"thousandsSeparator\": null, \"decimalSeparator\": null }" ``` ## PUT `/currencies/currencies` Update currency Updates an existing currency by id. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "string", "symbol": null, "thousandsSeparator": null, "decimalSeparator": null } ``` ### Responses **200** – Currency updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/currencies/currencies" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"string\", \"symbol\": null, \"thousandsSeparator\": null, \"decimalSeparator\": null }" ``` ## GET `/currencies/currencies/options` List currency options Returns currencies formatted for select inputs. **Tags:** Currencies **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | q | query | any | Optional | | query | query | any | Optional | | search | query | any | Optional | | includeInactive | query | any | Optional | | limit | query | any | Optional | ### Responses **200** – Option list Content-Type: `application/json` ```json { "items": [ { "value": "string", "label": "string" } ] } ``` **400** – Invalid query Content-Type: `application/json` ```json { "items": [] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "items": [] } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/currencies/currencies/options?limit=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/currencies/exchange-rates` Delete exchangerate Deletes an exchange rate by id. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – ExchangeRate deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/currencies/exchange-rates" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/currencies/exchange-rates` List exchangerates Returns a paginated collection of exchangerates scoped to the authenticated organization. **Tags:** Currencies **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | fromCurrencyCode | query | any | Optional | | toCurrencyCode | query | any | Optional | | isActive | query | any | Optional | | source | query | any | Optional | | type | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated exchangerates Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "fromCurrencyCode": "string", "toCurrencyCode": "string", "rate": "string", "date": "string", "source": "string", "type": null, "isActive": true, "createdAt": null, "updatedAt": null, "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000" } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/currencies/exchange-rates?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/currencies/exchange-rates` Create exchangerate Creates a new exchange rate. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "string", "tenantId": "string", "fromCurrencyCode": "string", "toCurrencyCode": "string", "rate": "string", "type": null } ``` ### Responses **201** – ExchangeRate created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/currencies/exchange-rates" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"string\", \"tenantId\": \"string\", \"fromCurrencyCode\": \"string\", \"toCurrencyCode\": \"string\", \"rate\": \"string\", \"type\": null }" ``` ## PUT `/currencies/exchange-rates` Update exchangerate Updates an existing exchange rate by id. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "string", "type": null } ``` ### Responses **200** – ExchangeRate updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/currencies/exchange-rates" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"string\", \"type\": null }" ``` ## DELETE `/currencies/fetch-configs` Delete currency fetch configuration Deletes a currency fetch configuration by id. **Tags:** Currencies **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Required. Currency fetch configuration identifier to delete | ### Responses **200** – Currency fetch configuration deleted successfully Content-Type: `application/json` ```json { "success": true } ``` **400** – Bad request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/currencies/fetch-configs?id=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/currencies/fetch-configs` List currency fetch configurations Returns all currency fetch configurations scoped to the authenticated organization. **Tags:** Currencies **Requires authentication.** ### Responses **200** – A list of currency fetch configurations Content-Type: `application/json` ```json { "configs": [ { "id": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "provider": "string", "isEnabled": true, "syncTime": null, "lastSyncAt": null, "lastSyncStatus": null, "lastSyncMessage": null, "lastSyncCount": null, "config": null, "createdAt": "string", "updatedAt": "string" } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/currencies/fetch-configs" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/currencies/fetch-configs` Create currency fetch configuration Creates a new currency fetch configuration. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "provider": "NBP", "isEnabled": false, "syncTime": null, "config": null } ``` ### Responses **201** – Currency fetch configuration created successfully Content-Type: `application/json` ```json { "config": { "id": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "provider": "string", "isEnabled": true, "syncTime": null, "lastSyncAt": null, "lastSyncStatus": null, "lastSyncMessage": null, "lastSyncCount": null, "config": null, "createdAt": "string", "updatedAt": "string" } } ``` **400** – Bad request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/currencies/fetch-configs" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"provider\": \"NBP\", \"isEnabled\": false, \"syncTime\": null, \"config\": null }" ``` ## PUT `/currencies/fetch-configs` Update currency fetch configuration Updates an existing currency fetch configuration by id. **Tags:** Currencies **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "syncTime": null, "config": null, "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Currency fetch configuration updated successfully Content-Type: `application/json` ```json { "config": { "id": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "provider": "string", "isEnabled": true, "syncTime": null, "lastSyncAt": null, "lastSyncStatus": null, "lastSyncMessage": null, "lastSyncCount": null, "config": null, "createdAt": "string", "updatedAt": "string" } } ``` **400** – Bad request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/currencies/fetch-configs" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"syncTime\": null, \"config\": null, \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/currencies/fetch-rates` Fetch currency rates Fetches currency exchange rates from configured providers for a specific date. **Tags:** Currencies ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Currency rates fetched successfully Content-Type: `application/json` ```json { "totalFetched": 1, "byProvider": { "key": { "count": 1 } }, "errors": [ "string" ] } ``` **400** – Bad request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Internal server error Content-Type: `application/json` ```json { "totalFetched": 1, "byProvider": { "key": { "count": 1 } }, "errors": [ "string" ] } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/currencies/fetch-rates" \ -H "Accept: application/json" \ -H "Content-Type: application/json" \ -d "{}" ``` ## DELETE `/customers/activities` Delete activity DEPRECATED (sunset 2026-06-30): Deletes an activity. Use DELETE /api/customers/interactions instead. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Activity deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/activities` List activitys Returns a paginated collection of activitys scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | dealId | query | any | Optional | | activityType | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated activitys Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "activityType": "string", "subject": null, "body": null, "occurredAt": null, "createdAt": "string", "appearanceIcon": null, "appearanceColor": null, "entityId": null, "authorUserId": null, "authorName": null, "authorEmail": null, "dealId": null, "dealTitle": null, "customValues": null, "activityTypeLabel": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/activities?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/activities` Create activity DEPRECATED (sunset 2026-06-30): Creates a timeline activity. Use POST /api/customers/interactions instead. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "00000000-0000-4000-8000-000000000000", "activityType": "string", "phoneNumber": null, "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – Activity created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"activityType\": \"string\", \"phoneNumber\": null, \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/customers/activities` Update activity DEPRECATED (sunset 2026-06-30): Updates an activity. Use PUT /api/customers/interactions instead. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "phoneNumber": null, "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – Activity updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"phoneNumber\": null, \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/customers/addresses` Delete address Deletes an address by id. The identifier may be included in the body or query. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Address deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/addresses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/addresses` List addresss Returns a paginated collection of addresss scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | id | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated addresss Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "entity_id": "00000000-0000-4000-8000-000000000000", "name": null, "purpose": null, "company_name": null, "address_line1": null, "address_line2": null, "building_number": null, "flat_number": null, "city": null, "region": null, "postal_code": null, "country": null, "latitude": null, "longitude": null, "is_primary": null, "organization_id": null, "tenant_id": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/addresses?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/addresses` Create address Creates a customer address record and associates it with the referenced entity. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "addressLine1": "string", "latitude": null, "longitude": null } ``` ### Responses **201** – Address created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/addresses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"addressLine1\": \"string\", \"latitude\": null, \"longitude\": null }" ``` ## PUT `/customers/addresses` Update address Updates fields on an existing customer address. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "latitude": null, "longitude": null } ``` ### Responses **200** – Address updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/addresses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"latitude\": null, \"longitude\": null }" ``` ## GET `/customers/assignable-staff` DEPRECATED: use GET /api/staff/team-members/assignable instead. Deprecated. Returns 308 Permanent Redirect to /api/staff/team-members/assignable preserving the query string. Will be removed no earlier than the next major release. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | ### Responses **200** – Assignable staff members (only reachable by following the redirect). Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "teamMemberId": "00000000-0000-4000-8000-000000000000", "userId": "00000000-0000-4000-8000-000000000000", "displayName": "string", "email": null, "teamName": null, "user": null, "team": null } ], "total": 1, "totalPages": 1 } ``` **308** – Permanent redirect to /api/staff/team-members/assignable. Content-Type: `application/json` ```json { "error": "string" } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/assignable-staff?page=1&pageSize=24" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/customers/comments` Delete comment Deletes a comment identified by `id` supplied via body or query string. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Comment deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/comments` List comments Returns a paginated collection of comments scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | dealId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated comments Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "entity_id": null, "deal_id": null, "body": null, "author_user_id": null, "appearance_icon": null, "appearance_color": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/comments?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/comments` Create comment Adds a comment to a customer timeline. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "body": "string", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – Comment created Content-Type: `application/json` ```json { "id": null, "authorUserId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"body\": \"string\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/customers/comments` Update comment Updates an existing timeline comment. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – Comment updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/customers/companies` Delete company Deletes a company by id. The identifier can be provided via body or query. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Company deleted Content-Type: `application/json` ```json { "ok": true } ``` **422** – Company has dependent records (people, deals, or direct staff); unlink or reassign before delete. Content-Type: `application/json` ```json { "error": "string", "code": "COMPANY_HAS_DEPENDENTS" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/companies" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/companies` List companies Returns a paginated collection of companies scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | email | query | any | Optional | | emailStartsWith | query | any | Optional | | emailContains | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | status | query | any | Optional | | lifecycleStage | query | any | Optional | | source | query | any | Optional | | hasEmail | query | any | Optional | | hasPhone | query | any | Optional | | hasNextInteraction | query | any | Optional | | createdFrom | query | any | Optional | | createdTo | query | any | Optional | | id | query | any | Optional | | tagIds | query | any | Optional | | tagIdsEmpty | query | any | Optional | | excludeIds | query | any | Optional | | excludeLinkedPersonId | query | any | Optional | | excludeLinkedCompanyId | query | any | Optional | | excludeLinkedDealId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated companies Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "description": null, "owner_user_id": null, "primary_email": null, "primary_phone": null, "status": null, "lifecycle_stage": null, "source": null, "next_interaction_at": null, "next_interaction_name": null, "next_interaction_ref_id": null, "next_interaction_icon": null, "next_interaction_color": null, "organization_id": null, "tenant_id": null, "created_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/companies?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/companies` Create company Creates a company record and associated profile data. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "displayName": "string", "description": null, "primaryEmail": null, "primaryPhone": null, "nextInteraction": null, "legalName": null, "brandName": null, "domain": null, "websiteUrl": null, "sizeBucket": null, "annualRevenue": null } ``` ### Responses **201** – Company created Content-Type: `application/json` ```json { "id": null, "companyId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/companies" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"displayName\": \"string\", \"description\": null, \"primaryEmail\": null, \"primaryPhone\": null, \"nextInteraction\": null, \"legalName\": null, \"brandName\": null, \"domain\": null, \"websiteUrl\": null, \"sizeBucket\": null, \"annualRevenue\": null }" ``` ## PUT `/customers/companies` Update company Updates company profile fields, tags, or custom attributes. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "description": null, "primaryEmail": null, "primaryPhone": null, "nextInteraction": null, "legalName": null, "brandName": null, "domain": null, "websiteUrl": null, "sizeBucket": null, "annualRevenue": null } ``` ### Responses **200** – Company updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/companies" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"description\": null, \"primaryEmail\": null, \"primaryPhone\": null, \"nextInteraction\": null, \"legalName\": null, \"brandName\": null, \"domain\": null, \"websiteUrl\": null, \"sizeBucket\": null, \"annualRevenue\": null }" ``` ## GET `/customers/companies/{id}` Fetch company with related data Returns a company customer record with optional related resources such as addresses, comments, activities, interactions, deals, todos, and linked people. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | include | query | any | Optional. Comma-separated list of relations to include (addresses, comments, activities, interactions, deals, todos, people). | ### Responses **200** – Company detail payload Content-Type: `application/json` ```json { "interactionMode": "canonical", "company": { "id": "00000000-0000-4000-8000-000000000000", "displayName": null, "description": null, "ownerUserId": null, "primaryEmail": null, "primaryPhone": null, "status": null, "lifecycleStage": null, "source": null, "nextInteractionAt": null, "nextInteractionName": null, "nextInteractionRefId": null, "nextInteractionIcon": null, "nextInteractionColor": null, "organizationId": null, "tenantId": null, "temperature": null, "renewalQuarter": null, "createdAt": "string", "updatedAt": "string" }, "profile": null, "customFields": {}, "tags": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "color": null } ], "addresses": [ { "id": "00000000-0000-4000-8000-000000000000", "name": null, "purpose": null, "addressLine1": null, "addressLine2": null, "buildingNumber": null, "flatNumber": null, "city": null, "region": null, "postalCode": null, "country": null, "latitude": null, "longitude": null, "isPrimary": null, "createdAt": "string" } ], "comments": [ { "id": "00000000-0000-4000-8000-000000000000", "body": null, "authorUserId": null, "authorName": null, "authorEmail": null, "dealId": null, "createdAt": "string", "appearanceIcon": null, "appearanceColor": null } ], "activities": [ { "id": "00000000-0000-4000-8000-000000000000", "activityType": "string", "subject": null, "body": null, "occurredAt": null, "dealId": null, "authorUserId": null, "authorName": null, "authorEmail": null, "createdAt": "string", "appearanceIcon": null, "appearanceColor": null } ], "interactions": [ { "id": "00000000-0000-4000-8000-000000000000", "entityId": null, "interactionType": "string", "title": null, "body": null, "status": "string", "scheduledAt": null, "occurredAt": null, "priority": null, "authorUserId": null, "ownerUserId": null, "dealId": null, "organizationId": null, "tenantId": null, "authorName": null, "authorEmail": null, "dealTitle": null, "customValues": null, "appearanceIcon": null, "appearanceColor": null, "source": null, "createdAt": "string", "updatedAt": "string" } ], "deals": [ { "id": "00000000-0000-4000-8000-000000000000", "title": null, "status": null, "pipelineStage": null, "valueAmount": null, "valueCurrency": null, "probability": null, "expectedCloseAt": null, "ownerUserId": null, "source": null, "createdAt": "string", "updatedAt": "string" } ], "todos": [ { "id": "00000000-0000-4000-8000-000000000000", "todoId": "00000000-0000-4000-8000-000000000000", "todoSource": "string", "createdAt": "string", "createdByUserId": null, "title": null, "isDone": null, "priority": null, "severity": null, "description": null, "dueAt": null, "todoOrganizationId": null, "customValues": null } ], "people": [ { "id": "00000000-0000-4000-8000-000000000000", "displayName": null, "primaryEmail": null, "primaryPhone": null, "status": null, "lifecycleStage": null, "jobTitle": null, "department": null, "createdAt": "string", "organizationId": null, "source": null, "temperature": null, "linkedAt": null } ], "viewer": { "userId": null, "name": null, "email": null } } ``` **400** – Invalid identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden — caller lacks the required feature Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Company not found, or its organization is not in the caller’s scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/companies/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/companies/{id}/people` List linked people for a company **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sort | query | any | Optional | ### Responses **200** – Paginated linked people Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "displayName": "string", "primaryEmail": null, "primaryPhone": null, "status": null, "lifecycleStage": null, "jobTitle": null, "department": null, "createdAt": "string", "organizationId": null, "temperature": null, "source": null, "linkedAt": null } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/companies/:id/people?page=1&pageSize=20&sort=name-asc" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/customers/companies/{id}/roles` Remove a company role assignment **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | roleId | query | any | Required | ### Responses **200** – Role deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/companies/00000000-0000-4000-8000-000000000000/roles?roleId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/companies/{id}/roles` List roles for a company **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Role assignments Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "entityType": "company", "entityId": "00000000-0000-4000-8000-000000000000", "userId": "00000000-0000-4000-8000-000000000000", "userName": null, "userEmail": null, "userPhone": null, "roleType": "string", "createdAt": "string", "updatedAt": "string" } ] } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/companies/00000000-0000-4000-8000-000000000000/roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/companies/{id}/roles` Assign a role to a company **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "roleType": "string", "userId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **201** – Role created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Role already assigned Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/companies/00000000-0000-4000-8000-000000000000/roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"roleType\": \"string\", \"userId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## PUT `/customers/companies/{id}/roles` Update a company role assignment **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | roleId | query | any | Required | ### Request Body Content-Type: `application/json` ```json { "userId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Role updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/companies/00000000-0000-4000-8000-000000000000/roles?roleId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"userId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/dashboard/widgets/customer-todos` Fetch recent customer tasks Returns the most recent customer tasks for display on dashboards, including legacy compatibility rows when needed. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | limit | query | any | Optional | | tenantId | query | any | Optional | | organizationId | query | any | Optional | ### Responses **200** – Widget payload Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "todoId": "00000000-0000-4000-8000-000000000000", "todoSource": "string", "todoTitle": null, "createdAt": "string", "organizationId": null, "entity": { "id": null, "displayName": null, "kind": null, "ownerUserId": null } } ] } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Requested scope is not accessible Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Widget failed to load Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/dashboard/widgets/customer-todos?limit=5" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/dashboard/widgets/new-customers` Fetch recently created customers Returns the latest customers created within the scoped tenant/organization for dashboard display. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | limit | query | any | Optional | | tenantId | query | any | Optional | | organizationId | query | any | Optional | | kind | query | any | Optional | ### Responses **200** – Widget payload Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "displayName": null, "kind": null, "organizationId": null, "createdAt": "string", "ownerUserId": null } ] } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Requested scope is not accessible Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Widget failed to load Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/dashboard/widgets/new-customers?limit=5" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/dashboard/widgets/new-deals` Fetch recently created deals Returns the latest deals created within the scoped tenant/organization for dashboard display. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | limit | query | any | Optional | | tenantId | query | any | Optional | | organizationId | query | any | Optional | ### Responses **200** – Widget payload Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "title": null, "status": null, "organizationId": null, "createdAt": "string", "ownerUserId": null, "valueAmount": null, "valueCurrency": null } ] } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Requested scope is not accessible Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Widget failed to load Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/dashboard/widgets/new-deals?limit=5" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/dashboard/widgets/next-interactions` Fetch upcoming customer interactions Lists upcoming (or optionally past) customer interaction reminders ordered by interaction date. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | limit | query | any | Optional | | tenantId | query | any | Optional | | organizationId | query | any | Optional | | includePast | query | any | Optional | ### Responses **200** – Widget payload Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "displayName": null, "kind": null, "organizationId": null, "nextInteractionAt": null, "nextInteractionName": null, "nextInteractionIcon": null, "nextInteractionColor": null, "ownerUserId": null } ], "now": "string" } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Requested scope is not accessible Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Widget failed to load Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/dashboard/widgets/next-interactions?limit=5" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/customers/deals` Delete deal Deletes a deal by `id`. The identifier may be provided in the body or query parameters. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Deal deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/deals" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/deals` List deals Returns a paginated collection of deals scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | id | query | any | Optional | | search | query | any | Optional | | status | query | any | Optional | | pipelineStage | query | any | Optional | | pipelineId | query | any | Optional | | pipelineStageId | query | any | Optional | | ownerUserId | query | any | Optional | | expectedCloseAtFrom | query | any | Optional | | expectedCloseAtTo | query | any | Optional | | isStuck | query | any | Optional | | isOverdue | query | any | Optional | | needsAttention | query | any | Optional | | valueCurrency | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | personEntityId | query | any | Optional. Deprecated; use personId | | companyEntityId | query | any | Optional. Deprecated; use companyId | | personId | query | any | Optional | | companyId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated deals Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "title": null, "description": null, "status": null, "pipeline_stage": null, "pipeline_id": null, "pipeline_stage_id": null, "value_amount": null, "value_currency": null, "probability": null, "expected_close_at": null, "owner_user_id": null, "source": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null, "organizationId": null, "tenantId": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/deals` Create deal Creates a sales deal, optionally associating people and companies. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "title": "string", "ownerUserId": null, "primaryPersonEntityId": null } ``` ### Responses **201** – Deal created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/deals" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"title\": \"string\", \"ownerUserId\": null, \"primaryPersonEntityId\": null }" ``` ## PUT `/customers/deals` Update deal Updates pipeline position, metadata, or associations for an existing deal. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "ownerUserId": null, "primaryPersonEntityId": null } ``` ### Responses **200** – Deal updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/deals" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"ownerUserId\": null, \"primaryPersonEntityId\": null }" ``` ## GET `/customers/deals/{id}` Fetch deal with associations and pipeline context Returns a deal with linked people, companies, closure fields, optional pipeline history, custom fields, and viewer context. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | include | query | any | Optional | ### Responses **200** – Deal detail payload Content-Type: `application/json` ```json { "deal": { "id": "00000000-0000-4000-8000-000000000000", "title": null, "description": null, "status": null, "pipelineStage": null, "pipelineId": null, "pipelineStageId": null, "valueAmount": null, "valueCurrency": null, "probability": null, "expectedCloseAt": null, "ownerUserId": null, "source": null, "closureOutcome": null, "lossReasonId": null, "lossNotes": null, "organizationId": null, "tenantId": null, "createdAt": "string", "updatedAt": "string" }, "people": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "subtitle": null, "kind": "person" } ], "companies": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "subtitle": null, "kind": "company" } ], "customFields": {}, "viewer": { "userId": null, "name": null, "email": null }, "pipelineStages": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "order": 1, "color": null, "icon": null } ], "stageTransitions": [ { "stageId": "00000000-0000-4000-8000-000000000000", "stageLabel": "string", "stageOrder": 1, "transitionedAt": "string" } ], "owner": null } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden — caller lacks the required feature Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Deal not found, or its organization is not in the caller’s scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/deals/{id}/companies` List linked companies for a deal **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sort | query | any | Optional | ### Responses **200** – Paginated linked companies Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "subtitle": null, "kind": "company", "linkedAt": "string" } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals/:id/companies?page=1&pageSize=20&sort=label-asc" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/deals/{id}/people` List linked people for a deal **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sort | query | any | Optional | ### Responses **200** – Paginated linked people Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "subtitle": null, "kind": "person", "linkedAt": "string", "isPrimary": true } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals/:id/people?page=1&pageSize=20&sort=label-asc" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/deals/{id}/stats` Fetch analytics for a closed deal Returns week-to-date closure counts, sales cycle length, quarter ranking, and loss reason context for a closed deal. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Deal closure stats payload Content-Type: `application/json` ```json { "dealValue": null, "dealCurrency": null, "closureOutcome": "won", "closedAt": "string", "pipelineName": null, "dealsClosedThisPeriod": 1, "salesCycleDays": null, "dealRankInQuarter": null, "lossReason": null } ``` **400** – Deal is not closed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden — caller lacks the required feature Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Deal not found, or its organization is not in the caller’s scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals/:id/stats" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/deals/aggregate` Per-stage counts and currency totals for kanban lane headers Returns per-stage counts and totals for deals, with values converted to the tenant base currency where rates are available. Used to power kanban lane headers without loading every deal. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | pipelineId | query | any | Optional | | search | query | any | Optional | | status | query | any | Optional | | ownerUserId | query | any | Optional | | personId | query | any | Optional | | companyId | query | any | Optional | | isStuck | query | any | Optional | | isOverdue | query | any | Optional | | expectedCloseAtFrom | query | any | Optional | | expectedCloseAtTo | query | any | Optional | ### Responses **200** – Per-stage aggregate payload Content-Type: `application/json` ```json { "baseCurrencyCode": null, "perStage": [ { "stageId": "string", "count": 1, "openCount": 1, "totalInBaseCurrency": 1, "byCurrency": [ { "currency": "string", "total": 1, "count": 1 } ], "convertedAll": true, "missingRateCurrencies": [ "string" ] } ] } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals/aggregate" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/deals/bulk-update-owner` Bulk reassign deal owner Queues a background job that reassigns the listed deals to a new owner (or clears the owner when null). **Tags:** Customer Relationship Management **Requires authentication.** ### Responses **201** – Success response Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/deals/bulk-update-owner" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/deals/bulk-update-stage` Bulk update deal pipeline stage Queues a background job that moves the listed deals to the same pipeline stage. Returns a progress job id to poll for completion. **Tags:** Customer Relationship Management **Requires authentication.** ### Responses **201** – Success response Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/deals/bulk-update-stage" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/deals/map` Paginated deals that have a resolvable map location Returns a page of deals that have a coordinate-bearing linked company/person address, each enriched with one resolved location (company primary first, then earliest created; person addresses as fallback). Deals with no coordinate-bearing address are excluded entirely, so every item carries a non-null location in normal operation; the schema keeps location nullable only for the rare case where the address is deleted between the located-deal resolution and the page fetch. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | id | query | any | Optional | | search | query | any | Optional | | status | query | any | Optional | | pipelineStage | query | any | Optional | | pipelineId | query | any | Optional | | pipelineStageId | query | any | Optional | | ownerUserId | query | any | Optional | | expectedCloseAtFrom | query | any | Optional | | expectedCloseAtTo | query | any | Optional | | isStuck | query | any | Optional | | isOverdue | query | any | Optional | | needsAttention | query | any | Optional | | valueCurrency | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | personEntityId | query | any | Optional. Deprecated; use personId | | companyEntityId | query | any | Optional. Deprecated; use companyId | | personId | query | any | Optional | | companyId | query | any | Optional | ### Responses **200** – Paged located deals Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "title": null, "status": null, "pipelineId": null, "pipelineStageId": null, "pipelineStage": null, "valueAmount": null, "valueCurrency": null, "probability": null, "expectedCloseAt": null, "ownerUserId": null, "updatedAt": null, "companies": [ { "id": "00000000-0000-4000-8000-000000000000", "label": null } ], "people": [ { "id": "00000000-0000-4000-8000-000000000000", "label": null } ], "location": null } ], "total": 1, "totalPages": 1 } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing required features Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals/map?page=1&pageSize=100" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/deals/summary` Pipeline KPI metrics with period-over-period deltas for the deals list Returns the four list-level KPI cards (pipeline value, active deals, won this quarter, win rate) with quarter-over-quarter deltas, per-stage open-pipeline breakdown, top owners, and a 6-month win-rate series. Values are converted to the tenant base currency where rates are available; partial conversions are disclosed via convertedAll/missingRateCurrencies. **Tags:** Customers **Requires authentication.** ### Responses **200** – Deals KPI summary payload Content-Type: `application/json` ```json { "baseCurrencyCode": null, "convertedAll": true, "missingRateCurrencies": [ "string" ], "pipelineValue": { "value": 1, "delta": { "value": 1, "direction": "up" }, "stages": [ { "stage": null, "count": 1, "value": 1 } ] }, "activeDeals": { "value": 1, "delta": { "value": 1, "direction": "up" }, "ownersCount": 1, "needAttention": 1, "owners": [ { "id": "string", "count": 1 } ], "ownersOverflow": 1 }, "wonThisQuarter": { "value": 1, "delta": { "value": 1, "direction": "up" }, "dealsClosed": 1, "avgDeal": 1 }, "winRate": { "value": 1, "deltaPp": 1, "direction": "up", "previousValue": 1, "series": [ { "period": "string", "rate": 1 } ] } } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/deals/summary" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/dictionaries/{kind}` List dictionary entries Returns dictionary entries for the requested kind within the currently selected organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | kind | path | any | Required | ### Responses **200** – Dictionary entries Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": null, "color": null, "icon": null, "organizationId": null } ] } ``` **400** – Failed to resolve dictionary context Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/dictionaries/:kind" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/dictionaries/{kind}` Create or override dictionary entry Creates a dictionary entry (or updates the existing entry for the same value) within the current organization scope. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | kind | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "value": "string" } ``` ### Responses **200** – Dictionary entry updated Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": null, "color": null, "icon": null, "organizationId": null } ``` **201** – Dictionary entry created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": null, "color": null, "icon": null, "organizationId": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Duplicate value conflict Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/dictionaries/:kind" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"value\": \"string\" }" ``` ## DELETE `/customers/dictionaries/{kind}/{id}` Delete dictionary entry Removes a customer dictionary entry by identifier. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | kind | path | any | Required | | id | path | any | Required | ### Responses **200** – Entry deleted Content-Type: `application/json` ```json { "success": true } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Entry not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Entry is in use and cannot be deleted Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/dictionaries/:kind/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/customers/dictionaries/{kind}/{id}` Update dictionary entry Updates value, label, color, or icon for an existing customer dictionary entry. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | kind | path | any | Required | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Updated dictionary entry Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": null, "color": null, "icon": null, "organizationId": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Entry not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Duplicate value conflict Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/customers/dictionaries/:kind/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## GET `/customers/dictionaries/currency` Resolve currency dictionary Returns the active currency dictionary for the current organization scope, falling back to shared entries when required. **Tags:** Customers **Requires authentication.** ### Responses **200** – Currency dictionary entries Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "entries": [ { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": null } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Currency dictionary missing Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Unexpected error Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/dictionaries/currency" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/dictionaries/kind-settings` List kind settings Returns selection mode and visibility settings for each dictionary kind. **Tags:** Customers **Requires authentication.** ### Responses **200** – Kind settings Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "kind": "string", "selectionMode": "single", "visibleInTags": true, "sortOrder": 1 } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/dictionaries/kind-settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/customers/dictionaries/kind-settings` Update kind setting Creates or updates settings for a specific dictionary kind. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "kind": "string" } ``` ### Responses **200** – Setting updated Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "kind": "string", "selectionMode": "single", "visibleInTags": true, "sortOrder": 1 } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/customers/dictionaries/kind-settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"kind\": \"string\" }" ``` ## DELETE `/customers/interactions` Delete interaction Soft-deletes an interaction identified by `id`. Accepts id via body or query string. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Interaction deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/interactions" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/interactions` List interactions Returns a paginated collection of interactions scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | limit | query | any | Optional | | cursor | query | any | Optional | | entityId | query | any | Optional | | dealId | query | any | Optional | | status | query | any | Optional | | interactionType | query | any | Optional | | type | query | any | Optional | | excludeInteractionType | query | any | Optional | | search | query | any | Optional | | from | query | any | Optional | | to | query | any | Optional | | recurrenceMasters | query | any | Optional | | pinned | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated interactions Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "entityId": null, "dealId": null, "interactionType": "string", "title": null, "body": null, "status": "string", "scheduledAt": null, "occurredAt": null, "priority": null, "authorUserId": null, "ownerUserId": null, "externalMessageId": null, "appearanceIcon": null, "appearanceColor": null, "source": null, "duration": null, "durationMinutes": null, "location": null, "allDay": null, "recurrenceRule": null, "recurrenceEnd": null, "participants": null, "reminderMinutes": null, "visibility": null, "linkedEntities": null, "guestPermissions": null, "organizationId": null, "tenantId": null, "createdAt": null, "updatedAt": null, "authorName": null, "authorEmail": null, "dealTitle": null, "customValues": null } ] } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/interactions?limit=25" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/interactions` Create interaction Creates a new interaction linked to a customer entity or deal. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` No example available for this content type. ### Responses **201** – Interaction created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/interactions" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/customers/interactions` Update interaction Updates fields for an existing interaction. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` No example available for this content type. ### Responses **200** – Interaction updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/interactions" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/customers/interactions/{id}/visibility` Flip an email interaction visibility (private ↔ shared) **Tags:** Customers, Email **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Updated Content-Type: `application/json` **400** – Invalid id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **404** – Email not found or not visible to caller Content-Type: `application/json` **422** – Invalid body Content-Type: `application/json` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/customers/interactions/:id/visibility" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/interactions/cancel` Cancel an interaction Marks an interaction as canceled. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Interaction canceled Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Interaction not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/interactions/cancel" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/customers/interactions/complete` Complete an interaction Marks an interaction as done and sets occurredAt to current time (or a provided timestamp). **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Interaction completed Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Interaction not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/interactions/complete" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/interactions/conflicts` Detect scheduling conflicts Checks for overlapping planned interactions within the requested time window. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | date | query | any | Required | | startTime | query | any | Required | | duration | query | any | Required | | excludeId | query | any | Optional | | userId | query | any | Optional | | timezoneOffsetMinutes | query | any | Optional | ### Responses **200** – Conflict detection result Content-Type: `application/json` ```json { "ok": true, "result": { "hasConflicts": true, "conflicts": [ { "id": "string", "title": null, "startTime": "string", "endTime": "string", "type": "string" } ] } } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/interactions/conflicts?date=string&startTime=string&duration=1" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/interactions/counts` Get interaction counts by type Returns per-type interaction counts scoped to an entity. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Required | | status | query | any | Optional | ### Responses **200** – Counts by interaction type Content-Type: `application/json` ```json { "ok": true, "result": { "call": 1, "email": 1, "meeting": 1, "note": 1, "task": 1, "total": 1 } } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/interactions/counts?entityId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/interactions/tasks` List customertasks Returns a paginated collection of customertasks scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | all | query | any | Optional | | entityId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated customertasks Content-Type: `application/json` ```json { "items": [ { "id": "string", "todoId": "string", "todoSource": "string", "todoTitle": null, "todoIsDone": null, "todoPriority": null, "todoSeverity": null, "todoDescription": null, "todoDueAt": null, "todoCustomValues": null, "todoOrganizationId": null, "organizationId": "string", "tenantId": "string", "createdAt": "string", "externalHref": null, "customer": { "id": null, "displayName": null, "kind": null } } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/interactions/tasks?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/labels` List labels Returns labels for the current user within the selected organization. Optionally includes assignment status for a specific entity. **Tags:** Customers **Requires authentication.** ### Responses **200** – Labels list Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "slug": "string", "label": "string" } ], "assignedIds": [ "00000000-0000-4000-8000-000000000000" ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/labels" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/labels` Create label Creates a new label scoped to the current user and selected organization. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "label": "string" } ``` ### Responses **201** – Label created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "slug": "string", "label": "string" } ``` **409** – Duplicate slug Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/labels" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"label\": \"string\" }" ``` ## POST `/customers/labels/assign` Assign label **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "labelId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Already assigned Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **201** – Assigned Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **404** – Label or entity not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/labels/assign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"labelId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/customers/labels/unassign` Unassign label **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "labelId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Unassigned Content-Type: `application/json` ```json { "id": null } ``` **404** – Label or entity not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/labels/unassign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"labelId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## DELETE `/customers/people` Delete person Deletes a person by id. Request body or query may provide the identifier. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Person deleted Content-Type: `application/json` ```json { "ok": true } ``` **422** – Person has dependent records (e.g. linked deals); unlink or reassign before delete. Content-Type: `application/json` ```json { "error": "string", "code": "PERSON_HAS_DEPENDENTS" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/people" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/people` List people Returns a paginated collection of people scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | email | query | any | Optional | | emailStartsWith | query | any | Optional | | emailContains | query | any | Optional | | status | query | any | Optional | | lifecycleStage | query | any | Optional | | source | query | any | Optional | | hasEmail | query | any | Optional | | hasPhone | query | any | Optional | | hasNextInteraction | query | any | Optional | | createdFrom | query | any | Optional | | createdTo | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | id | query | any | Optional | | tagIds | query | any | Optional | | tagIdsEmpty | query | any | Optional | | excludeIds | query | any | Optional | | excludeLinkedCompanyId | query | any | Optional | | excludeLinkedDealId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated people Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "description": null, "owner_user_id": null, "primary_email": null, "primary_phone": null, "status": null, "lifecycle_stage": null, "source": null, "next_interaction_at": null, "next_interaction_name": null, "next_interaction_ref_id": null, "next_interaction_icon": null, "next_interaction_color": null, "organization_id": null, "tenant_id": null, "created_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/people?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/people` Create person Creates a person contact using scoped organization and tenant identifiers. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "description": null, "primaryEmail": null, "primaryPhone": null, "nextInteraction": null, "firstName": "string", "lastName": "string", "linkedInUrl": null, "twitterUrl": null, "companyEntityId": null } ``` ### Responses **201** – Person created Content-Type: `application/json` ```json { "id": null, "personId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/people" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"description\": null, \"primaryEmail\": null, \"primaryPhone\": null, \"nextInteraction\": null, \"firstName\": \"string\", \"lastName\": \"string\", \"linkedInUrl\": null, \"twitterUrl\": null, \"companyEntityId\": null }" ``` ## PUT `/customers/people` Update person Updates contact details or custom fields for a person. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "description": null, "primaryEmail": null, "primaryPhone": null, "nextInteraction": null, "linkedInUrl": null, "twitterUrl": null, "companyEntityId": null } ``` ### Responses **200** – Person updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/people" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"description\": null, \"primaryEmail\": null, \"primaryPhone\": null, \"nextInteraction\": null, \"linkedInUrl\": null, \"twitterUrl\": null, \"companyEntityId\": null }" ``` ## GET `/customers/people/{id}` Fetch person with related data Returns a person customer record with optional related resources such as addresses, comments, activities, interactions, deals, and todos. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | include | query | any | Optional. Comma-separated list of relations to include (addresses, comments, activities, interactions, deals, todos). | ### Responses **200** – Person detail payload Content-Type: `application/json` ```json { "interactionMode": "canonical", "person": { "id": "00000000-0000-4000-8000-000000000000", "displayName": null, "description": null, "ownerUserId": null, "primaryEmail": null, "primaryPhone": null, "status": null, "lifecycleStage": null, "source": null, "nextInteractionAt": null, "nextInteractionName": null, "nextInteractionRefId": null, "nextInteractionIcon": null, "nextInteractionColor": null, "organizationId": null, "tenantId": null, "createdAt": "string", "updatedAt": "string" }, "profile": null, "customFields": {}, "tags": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "color": null } ], "addresses": [ { "id": "00000000-0000-4000-8000-000000000000", "name": null, "purpose": null, "addressLine1": null, "addressLine2": null, "buildingNumber": null, "flatNumber": null, "city": null, "region": null, "postalCode": null, "country": null, "latitude": null, "longitude": null, "isPrimary": null, "createdAt": "string" } ], "comments": [ { "id": "00000000-0000-4000-8000-000000000000", "body": null, "authorUserId": null, "authorName": null, "authorEmail": null, "dealId": null, "createdAt": "string", "appearanceIcon": null, "appearanceColor": null } ], "activities": [ { "id": "00000000-0000-4000-8000-000000000000", "activityType": "string", "subject": null, "body": null, "occurredAt": null, "dealId": null, "authorUserId": null, "authorName": null, "authorEmail": null, "createdAt": "string", "appearanceIcon": null, "appearanceColor": null } ], "interactions": [ { "id": "00000000-0000-4000-8000-000000000000", "entityId": null, "interactionType": "string", "title": null, "body": null, "status": "string", "scheduledAt": null, "occurredAt": null, "priority": null, "authorUserId": null, "ownerUserId": null, "dealId": null, "organizationId": null, "tenantId": null, "authorName": null, "authorEmail": null, "dealTitle": null, "customValues": null, "appearanceIcon": null, "appearanceColor": null, "source": null, "createdAt": "string", "updatedAt": "string" } ], "deals": [ { "id": "00000000-0000-4000-8000-000000000000", "title": null, "status": null, "pipelineStage": null, "valueAmount": null, "valueCurrency": null, "probability": null, "expectedCloseAt": null, "ownerUserId": null, "source": null, "closureOutcome": null, "lossReasonId": null, "lossNotes": null, "createdAt": "string", "updatedAt": "string" } ], "todos": [ { "id": "00000000-0000-4000-8000-000000000000", "todoId": "00000000-0000-4000-8000-000000000000", "todoSource": "string", "createdAt": "string", "createdByUserId": null, "title": null, "isDone": null, "priority": null, "severity": null, "description": null, "dueAt": null, "todoOrganizationId": null, "customValues": null } ], "isPrimary": true, "companies": [ { "id": "00000000-0000-4000-8000-000000000000", "displayName": "string", "isPrimary": true } ], "viewer": { "userId": null, "name": null, "email": null } } ``` **400** – Invalid identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden — caller lacks the required feature Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Person not found, or its organization is not in the caller’s scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/people/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/people/{id}/companies` List linked companies for a person **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Linked company rows Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "companyId": "00000000-0000-4000-8000-000000000000", "displayName": "string", "isPrimary": true } ] } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/people/:id/companies" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/people/{id}/companies` Link a company to a person **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "companyId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Linked company row Content-Type: `application/json` ```json { "ok": true, "result": { "id": "00000000-0000-4000-8000-000000000000", "companyId": "00000000-0000-4000-8000-000000000000", "displayName": "string", "isPrimary": true } } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/people/:id/companies" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"companyId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## DELETE `/customers/people/{id}/companies/{linkId}` Remove a linked company from a person **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | linkId | path | any | Required | ### Responses **200** – Deletion result Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/people/:id/companies/:linkId" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/customers/people/{id}/companies/{linkId}` Update a linked company for a person **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | linkId | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Updated company link Content-Type: `application/json` ```json { "ok": true, "result": null } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/customers/people/:id/companies/:linkId" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## GET `/customers/people/{id}/companies/enriched` Get enriched company data for a person's linked companies **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sort | query | any | Optional | ### Responses **200** – Enriched company rows with profile, billing, tags, deals and more Content-Type: `application/json` ```json { "items": [ { "linkId": "00000000-0000-4000-8000-000000000000", "companyId": "00000000-0000-4000-8000-000000000000", "displayName": "string", "isPrimary": true, "subtitle": null, "profile": null, "billing": null, "primaryAddress": null, "tags": [ { "id": "00000000-0000-4000-8000-000000000000", "label": "string", "color": null } ], "roles": [ { "id": "00000000-0000-4000-8000-000000000000", "roleValue": "string" } ], "activeDeal": null, "lastContactAt": null, "clv": null, "status": null, "lifecycleStage": null, "temperature": null, "renewalQuarter": null } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/people/:id/companies/enriched?page=1&pageSize=20&sort=name-asc" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/people/{id}/email-threads` List a Person's email threads (Gmail-style conversation grouping) **Tags:** Customers, Email **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Email threads for the person, grouped by conversation Content-Type: `application/json` **400** – Invalid person id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing customers.people.view feature Content-Type: `application/json` **404** – Person not found Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/people/:id/email-threads" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/people/{id}/emails` Compose + send an email anchored to a Person **Tags:** Customers, Email **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Email queued for send Content-Type: `application/json` **400** – Invalid person id Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing customers.email.compose feature or mutation guard rejection Content-Type: `application/json` **404** – Person or channel not found Content-Type: `application/json` **409** – Channel not connected Content-Type: `application/json` **422** – Invalid request body Content-Type: `application/json` **500** – Send failed Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/people/:id/emails" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/customers/people/{id}/roles` Remove a person role assignment **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | roleId | query | any | Required | ### Responses **200** – Role deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/people/00000000-0000-4000-8000-000000000000/roles?roleId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/customers/people/{id}/roles` List roles for a person **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Role assignments Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "entityType": "company", "entityId": "00000000-0000-4000-8000-000000000000", "userId": "00000000-0000-4000-8000-000000000000", "userName": null, "userEmail": null, "userPhone": null, "roleType": "string", "createdAt": "string", "updatedAt": "string" } ] } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/people/00000000-0000-4000-8000-000000000000/roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/people/{id}/roles` Assign a role to a person **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "roleType": "string", "userId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **201** – Role created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Role already assigned Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/people/00000000-0000-4000-8000-000000000000/roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"roleType\": \"string\", \"userId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## PUT `/customers/people/{id}/roles` Update a person role assignment **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | roleId | query | any | Required | ### Request Body Content-Type: `application/json` ```json { "userId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Role updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/people/00000000-0000-4000-8000-000000000000/roles?roleId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"userId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/people/check-phone` Find person by phone digits Performs an exact digits comparison (stripping non-numeric characters) to determine whether a customer contact matches the provided phone fragment. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | digits | query | any | Required | ### Responses **200** – Matching contact (if any) Content-Type: `application/json` ```json { "match": null } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/people/check-phone" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/customers/pipeline-stages` Delete pipeline stage Deletes a pipeline stage. Returns 409 if active deals use this stage. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Stage deleted Content-Type: `application/json` ```json { "ok": true } ``` **404** – Stage not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Stage has active deals Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/pipeline-stages" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/pipeline-stages` List pipeline stages Returns pipeline stages for the authenticated organization, optionally filtered by pipelineId. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | pipelineId | query | any | Optional | ### Responses **200** – Stage list Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "pipelineId": "00000000-0000-4000-8000-000000000000", "label": "string", "order": 1, "color": null, "icon": null, "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "createdAt": "2025-01-01T00:00:00.000Z", "updatedAt": "2025-01-01T00:00:00.000Z" } ], "total": 1 } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/pipeline-stages" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/pipeline-stages` Create pipeline stage Creates a new pipeline stage. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "pipelineId": "00000000-0000-4000-8000-000000000000", "label": "string", "color": null, "icon": null } ``` ### Responses **201** – Stage created Content-Type: `application/json` ```json { "id": null } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/pipeline-stages" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"pipelineId\": \"00000000-0000-4000-8000-000000000000\", \"label\": \"string\", \"color\": null, \"icon\": null }" ``` ## PUT `/customers/pipeline-stages` Update pipeline stage Updates an existing pipeline stage. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "color": null, "icon": null } ``` ### Responses **200** – Stage updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Stage not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/pipeline-stages" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"color\": null, \"icon\": null }" ``` ## POST `/customers/pipeline-stages/reorder` Reorder pipeline stages Updates the order of pipeline stages in bulk. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "stages": [ { "id": "00000000-0000-4000-8000-000000000000", "order": 1 } ] } ``` ### Responses **200** – Stages reordered Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/pipeline-stages/reorder" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"stages\": [ { \"id\": \"00000000-0000-4000-8000-000000000000\", \"order\": 1 } ] }" ``` ## DELETE `/customers/pipelines` Delete pipeline Deletes a pipeline. Returns 409 if active deals exist. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Pipeline deleted Content-Type: `application/json` ```json { "ok": true } ``` **404** – Pipeline not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Pipeline has active deals Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/pipelines" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/pipelines` List pipelines Returns a list of pipelines scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | isDefault | query | any | Optional | ### Responses **200** – Pipeline list Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "isDefault": true, "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "createdAt": "2025-01-01T00:00:00.000Z", "updatedAt": "2025-01-01T00:00:00.000Z" } ], "total": 1 } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/pipelines" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/pipelines` Create pipeline Creates a new pipeline within the authenticated organization. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "name": "string" } ``` ### Responses **201** – Pipeline created Content-Type: `application/json` ```json { "id": null } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/pipelines" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\" }" ``` ## PUT `/customers/pipelines` Update pipeline Updates an existing pipeline. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Pipeline updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Pipeline not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/pipelines" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/settings/address-format` Retrieve address format Returns the current address formatting preference for the selected organization. **Tags:** Customers **Requires authentication.** ### Responses **200** – Current address format Content-Type: `application/json` ```json { "addressFormat": "string" } ``` **400** – Organization context missing Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/settings/address-format" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/customers/settings/address-format` Update address format Updates the address format preference for the selected organization. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "addressFormat": "line_first" } ``` ### Responses **200** – Updated address format Content-Type: `application/json` ```json { "addressFormat": "string" } ``` **400** – Invalid payload or organization context Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/settings/address-format" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"addressFormat\": \"line_first\" }" ``` ## GET `/customers/settings/dictionary-sort-modes` Retrieve dictionary sort modes Returns entry sort preferences for customer dictionaries in the selected organization. **Tags:** Customers **Requires authentication.** ### Responses **200** – Current dictionary sort modes Content-Type: `application/json` ```json { "dictionarySortModes": { "key": "label_asc" } } ``` **400** – Organization context missing Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/settings/dictionary-sort-modes" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/customers/settings/dictionary-sort-modes` Update dictionary sort modes Updates entry sort preferences for customer dictionaries in the selected organization. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "dictionarySortModes": { "key": "label_asc" } } ``` ### Responses **200** – Updated dictionary sort modes Content-Type: `application/json` ```json { "dictionarySortModes": { "key": "label_asc" } } ``` **400** – Invalid payload or organization context Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/customers/settings/dictionary-sort-modes" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"dictionarySortModes\": { \"key\": \"label_asc\" } }" ``` ## GET `/customers/settings/stuck-threshold` Retrieve stuck-threshold days Returns the current stuck-deal threshold (in days) for the selected organization. **Tags:** Customers **Requires authentication.** ### Responses **200** – Current threshold Content-Type: `application/json` ```json { "stuckThresholdDays": 1 } ``` **400** – Organization context missing Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/settings/stuck-threshold" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/customers/settings/stuck-threshold` Update stuck-threshold days Updates the stuck-deal threshold for the selected organization. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "stuckThresholdDays": 1 } ``` ### Responses **200** – Updated threshold Content-Type: `application/json` ```json { "stuckThresholdDays": 1 } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/settings/stuck-threshold" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"stuckThresholdDays\": 1 }" ``` ## DELETE `/customers/tags` Delete tag Deletes a tag identified by `id`. The identifier may be provided via body or query string. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Tag deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/tags` List tags Returns a paginated collection of tags scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated tags Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "slug": "string", "label": "string", "color": null, "description": null, "organization_id": null, "tenant_id": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/tags?page=1&pageSize=100" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/tags` Create tag Creates a tag scoped to the current tenant and organization. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "slug": "string", "label": "string" } ``` ### Responses **201** – Tag created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"slug\": \"string\", \"label\": \"string\" }" ``` ## PUT `/customers/tags` Update tag Updates label, color, or description for an existing tag. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Tag updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/customers/tags/assign` Assign tag to customer entity Links a tag to a customer entity within the validated tenant / organization scope. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "tagId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **201** – Tag assigned to customer Content-Type: `application/json` ```json { "id": null } ``` **400** – Validation or assignment failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient tenant/organization access Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/tags/assign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"tagId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/customers/tags/unassign` Remove tag from customer entity Detaches a tag from a customer entity within the validated tenant / organization scope. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "tenantId": "00000000-0000-4000-8000-000000000000", "tagId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Tag unassigned from customer Content-Type: `application/json` ```json { "id": null } ``` **400** – Validation or unassignment failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient tenant/organization access Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/tags/unassign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"tagId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## DELETE `/customers/todos` Delete customertodo DEPRECATED (sunset 2026-06-30): Deletes a customer task. Use DELETE /api/customers/interactions instead. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – CustomerTodo deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/customers/todos" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/customers/todos` List customertodos Returns a paginated collection of customertodos scoped to the authenticated organization. **Tags:** Customers **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | all | query | any | Optional | | entityId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated customertodos Content-Type: `application/json` ```json { "items": [ { "id": "string", "todoId": "string", "todoSource": "string", "todoTitle": null, "todoIsDone": null, "todoPriority": null, "todoSeverity": null, "todoDescription": null, "todoDueAt": null, "todoCustomValues": null, "todoOrganizationId": null, "todoUpdatedAt": null, "organizationId": "string", "tenantId": "string", "createdAt": "string", "externalHref": null, "customer": { "id": null, "displayName": null, "kind": null } } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/customers/todos?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/customers/todos` Create customertodo DEPRECATED (sunset 2026-06-30): Creates a customer task. Use POST /api/customers/interactions instead. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "00000000-0000-4000-8000-000000000000", "title": "string", "todoSource": "customers:interaction" } ``` ### Responses **201** – CustomerTodo created Content-Type: `application/json` ```json { "linkId": null, "todoId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/customers/todos" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"title\": \"string\", \"todoSource\": \"customers:interaction\" }" ``` ## PUT `/customers/todos` Update customertodo DEPRECATED (sunset 2026-06-30): Updates a customer task. Use PUT /api/customers/interactions instead. **Tags:** Customers **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – CustomerTodo updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/customers/todos" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/dashboards/layout` Load the current dashboard layout Returns the saved widget layout together with the widgets the current user is allowed to place. **Tags:** Dashboards **Requires authentication.** ### Responses **200** – Current dashboard layout and available widgets. Content-Type: `application/json` ```json { "layout": { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "widgetId": "string", "order": 1 } ] }, "allowedWidgetIds": [ "string" ], "canConfigure": true, "context": { "userId": "00000000-0000-4000-8000-000000000000", "tenantId": null, "organizationId": null, "userName": null, "userEmail": null, "userLabel": "string" }, "widgets": [ { "id": "string", "title": "string", "description": null, "defaultSize": "sm", "defaultEnabled": true, "defaultSettings": null, "features": [ "string" ], "moduleId": "string", "icon": null, "loaderKey": "string", "supportsRefresh": true } ] } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/dashboards/layout" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/dashboards/layout` Persist dashboard layout changes Saves the provided widget ordering, sizes, and settings for the current user. **Tags:** Dashboards **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "widgetId": "string", "order": 1 } ] } ``` ### Responses **200** – Layout updated successfully. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid layout payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing dashboards.configure feature Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Widget registry unavailable — the layout was not saved Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/dashboards/layout" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"items\": [ { \"id\": \"00000000-0000-4000-8000-000000000000\", \"widgetId\": \"string\", \"order\": 1 } ] }" ``` ## PATCH `/dashboards/layout/{itemId}` Update a dashboard layout item Adjusts the size or settings for a single widget within the dashboard layout. **Tags:** Dashboards **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | itemId | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Layout item updated. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid payload or missing item id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing dashboards.configure feature Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Item not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/dashboards/layout/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## GET `/dashboards/roles/widgets` Fetch widget assignments for a role Returns the widgets explicitly assigned to the given role together with the evaluation scope. **Tags:** Dashboards **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | roleId | query | any | Required | | tenantId | query | any | Optional | | organizationId | query | any | Optional | ### Responses **200** – Current widget configuration for the role. Content-Type: `application/json` ```json { "widgetIds": [ "string" ], "hasCustom": true, "scope": { "tenantId": null, "organizationId": null } } ``` **400** – Missing role identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient permissions to manage role widgets Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/dashboards/roles/widgets?roleId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/dashboards/roles/widgets` Update widgets assigned to a role Persists the widget list for a role within the provided tenant and organization scope. **Tags:** Dashboards **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "roleId": "00000000-0000-4000-8000-000000000000", "widgetIds": [ "string" ] } ``` ### Responses **200** – Widgets updated successfully. Content-Type: `application/json` ```json { "ok": true, "widgetIds": [ "string" ] } ``` **400** – Invalid payload or unknown widgets Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient permissions to manage role widgets Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/dashboards/roles/widgets" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"roleId\": \"00000000-0000-4000-8000-000000000000\", \"widgetIds\": [ \"string\" ] }" ``` ## GET `/dashboards/users/widgets` Read widget overrides for a user Returns the widgets inherited and explicitly configured for the requested user within the current scope. **Tags:** Dashboards **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | userId | query | any | Required | | tenantId | query | any | Optional | | organizationId | query | any | Optional | ### Responses **200** – Widget settings for the user. Content-Type: `application/json` ```json { "mode": "inherit", "widgetIds": [ "string" ], "hasCustom": true, "effectiveWidgetIds": [ "string" ], "scope": { "tenantId": null, "organizationId": null } } ``` **400** – Missing user identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient permissions to manage user widgets Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/dashboards/users/widgets?userId=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/dashboards/users/widgets` Update user-specific dashboard widgets Sets the widget override mode and allowed widgets for a user. Passing `mode: inherit` clears overrides. **Tags:** Dashboards **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "userId": "00000000-0000-4000-8000-000000000000", "mode": "inherit", "widgetIds": [ "string" ] } ``` ### Responses **200** – Overrides saved. Content-Type: `application/json` ```json { "ok": true, "mode": "inherit", "widgetIds": [ "string" ] } ``` **400** – Invalid payload or unknown widgets Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient permissions to manage user widgets Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/dashboards/users/widgets" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"userId\": \"00000000-0000-4000-8000-000000000000\", \"mode\": \"inherit\", \"widgetIds\": [ \"string\" ] }" ``` ## GET `/dashboards/widgets/catalog` List available dashboard widgets Returns the catalog of widgets that modules expose, including defaults and feature requirements. **Tags:** Dashboards **Requires authentication.** ### Responses **200** – Widgets available for assignment. Content-Type: `application/json` ```json { "items": [ { "id": "string", "title": "string", "description": null, "defaultSize": "sm", "defaultEnabled": true, "defaultSettings": null, "features": [ "string" ], "moduleId": "string", "icon": null, "loaderKey": "string", "supportsRefresh": true } ] } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Insufficient permissions to view widget catalog Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/dashboards/widgets/catalog" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/dashboards/widgets/data` Fetch aggregated data for dashboard widgets Executes an aggregation query against the specified entity type and returns the result. Supports date range filtering, grouping, and period-over-period comparison. **Tags:** Dashboards **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityType": "string", "metric": { "field": "string", "aggregate": "count" } } ``` ### Responses **200** – Aggregated data for the widget. Content-Type: `application/json` ```json { "value": null, "data": [ { "value": null } ], "metadata": { "fetchedAt": "string", "recordCount": 1, "currency": null } } ``` **400** – Invalid request payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing analytics.view feature Content-Type: `application/json` ```json { "error": "string" } ``` **422** – Too many rows to group an encrypted field in application code Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Internal server error Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Encryption is configured but the group source cannot currently be resolved Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/dashboards/widgets/data" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityType\": \"string\", \"metric\": { \"field\": \"string\", \"aggregate\": \"count\" } }" ``` ## POST `/dashboards/widgets/data/batch` Fetch aggregated data for multiple dashboard widgets in one request Resolves a batch of widget data requests with a single authentication, RBAC, organization-scope, and database-context setup. Each request is keyed by an opaque widget id and resolved independently, so a failure in one widget does not fail the batch. **Tags:** Dashboards **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "requests": [ { "id": "string", "request": { "entityType": "string", "metric": { "field": "string", "aggregate": "count" } } } ] } ``` ### Responses **200** – Per-widget aggregation results keyed by request id. Content-Type: `application/json` ```json { "results": [ { "id": "string", "ok": true, "data": { "value": null, "data": [ { "value": null } ], "metadata": { "fetchedAt": "string", "recordCount": 1, "currency": null } } } ] } ``` **400** – Invalid request payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Internal server error Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/dashboards/widgets/data/batch" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"requests\": [ { \"id\": \"string\", \"request\": { \"entityType\": \"string\", \"metric\": { \"field\": \"string\", \"aggregate\": \"count\" } } } ] }" ``` ## GET `/dictionaries` List dictionaries Returns dictionaries accessible to the current organization, optionally including inactive records. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | includeInactive | query | any | Optional | ### Responses **200** – Dictionary collection. Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "key": "string", "name": "string", "description": null, "isSystem": true, "isActive": true, "managerVisibility": null, "organizationId": null, "createdAt": "string", "updatedAt": null } ] } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to load dictionaries Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/dictionaries" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/dictionaries` Create dictionary Registers a dictionary scoped to the current organization. **Tags:** Dictionaries **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "key": "string", "name": "string" } ``` ### Responses **201** – Dictionary created. Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "key": "string", "name": "string", "description": null, "isSystem": true, "isActive": true, "managerVisibility": null, "organizationId": null, "createdAt": "string", "updatedAt": null } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Dictionary key already exists Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to create dictionary Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/dictionaries" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"key\": \"string\", \"name\": \"string\" }" ``` ## DELETE `/dictionaries/{dictionaryId}` Delete dictionary Soft deletes the dictionary unless it is the protected currency dictionary. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | ### Responses **200** – Dictionary archived. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Protected dictionary cannot be deleted Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to delete dictionary Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/dictionaries/{dictionaryId}` Get dictionary Returns details for the specified dictionary, including inheritance flags. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | ### Responses **200** – Dictionary details. Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "key": "string", "name": "string", "description": null, "isSystem": true, "isActive": true, "managerVisibility": null, "organizationId": null, "createdAt": "string", "updatedAt": null } ``` **400** – Invalid parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to load dictionary Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/dictionaries/{dictionaryId}` Update dictionary Updates mutable attributes of the dictionary. Currency dictionaries are protected from modification. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Dictionary updated. Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "key": "string", "name": "string", "description": null, "isSystem": true, "isActive": true, "managerVisibility": null, "organizationId": null, "createdAt": "string", "updatedAt": null } ``` **400** – Validation failed or protected dictionary Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Dictionary key already exists Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to update dictionary Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## GET `/dictionaries/{dictionaryId}/entries` List dictionary entries Returns entries for the specified dictionary ordered by its configured entry sort mode. The number of entries returned per request is capped at 500; use `limit` and `offset` with the `total`/`hasMore` response fields to page through larger dictionaries. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | | limit | query | any | Optional. Maximum entries to return. Defaults to and is capped at 500. | | offset | query | any | Optional. Number of entries to skip. Defaults to 0. | ### Responses **200** – Dictionary entries. Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": "string", "color": null, "icon": null, "position": 1, "isDefault": true, "createdAt": "string", "updatedAt": null } ], "total": 1, "limit": 1, "offset": 1, "hasMore": true, "sortMode": "label_asc" } ``` **400** – Invalid parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to load dictionary entries Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000/entries" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/dictionaries/{dictionaryId}/entries` Create dictionary entry Creates a new entry in the specified dictionary. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "value": "string", "color": null, "icon": null } ``` ### Responses **201** – Dictionary entry created. Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": "string", "color": null, "icon": null, "position": 1, "isDefault": true, "createdAt": "string", "updatedAt": null } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to create dictionary entry Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000/entries" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"value\": \"string\", \"color\": null, \"icon\": null }" ``` ## DELETE `/dictionaries/{dictionaryId}/entries/{entryId}` Delete dictionary entry Deletes the specified dictionary entry via the command bus. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | | entryId | path | any | Required | ### Responses **200** – Entry deleted. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary or entry not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to delete entry Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000/entries/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/dictionaries/{dictionaryId}/entries/{entryId}` Update dictionary entry Updates the specified dictionary entry using the command bus pipeline. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | | entryId | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "color": null, "icon": null } ``` ### Responses **200** – Dictionary entry updated. Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "value": "string", "label": "string", "color": null, "icon": null, "position": 1, "isDefault": true, "createdAt": "string", "updatedAt": null } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary or entry not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to update entry Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000/entries/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"color\": null, \"icon\": null }" ``` ## POST `/dictionaries/{dictionaryId}/entries/reorder` Reorder dictionary entries Updates the position of dictionary entries for drag-and-drop reordering. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "entries": [ { "id": "00000000-0000-4000-8000-000000000000", "position": 1 } ] } ``` ### Responses **200** – Entries reordered. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to reorder entries Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000/entries/reorder" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entries\": [ { \"id\": \"00000000-0000-4000-8000-000000000000\", \"position\": 1 } ] }" ``` ## POST `/dictionaries/{dictionaryId}/entries/set-default` Set default dictionary entry Marks the specified entry as the default for this dictionary, clearing any previous default. **Tags:** Dictionaries **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | dictionaryId | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "entryId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Default entry set. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Dictionary or entry not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to set default entry Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/dictionaries/00000000-0000-4000-8000-000000000000/entries/set-default" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entryId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/directory/organization-branding` Read sidebar branding for the selected organization Returns the logo URL used by the backend sidebar for the currently selected organization. **Tags:** Directory **Requires authentication.** ### Responses **200** – Organization branding Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "organizationName": "string", "tenantId": "00000000-0000-4000-8000-000000000000", "logoUrl": null, "logoPreserveAspectRatio": true, "updatedAt": null } ``` **400** – A concrete organization scope is required Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Organization not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/directory/organization-branding" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/directory/organization-branding` Update sidebar branding for the selected organization Stores an external image URL or an internal attachment image URL as the selected organization logo. **Tags:** Directory **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "logoUrl": null } ``` ### Responses **200** – Updated organization branding Content-Type: `application/json` ```json { "organizationId": "00000000-0000-4000-8000-000000000000", "organizationName": "string", "tenantId": "00000000-0000-4000-8000-000000000000", "logoUrl": null, "logoPreserveAspectRatio": true, "updatedAt": null } ``` **400** – Save failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Organization branding changed since it was loaded Content-Type: `application/json` ```json { "error": "string" } ``` **422** – Invalid logo URL Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/directory/organization-branding" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"logoUrl\": null }" ``` ## GET `/directory/organization-switcher` Load organization switcher menu Returns the hierarchical menu of organizations the current user may switch to within the active tenant. **Tags:** Directory **Requires authentication.** ### Responses **200** – Organization switcher payload. Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "depth": 1, "selectable": true, "children": [] } ], "selectedId": null, "canManage": true, "canViewAllOrganizations": true, "tenantId": null, "tenants": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "isActive": true } ], "isSuperAdmin": true } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/directory/organization-switcher" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/directory/organizations` Delete organization Soft deletes an organization identified by id. **Tags:** Directory **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Organization deleted. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing directory.organizations.manage feature Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/directory/organizations" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/directory/organizations` List organizations Returns organizations using options, tree, or paginated manage view depending on the `view` parameter. **Tags:** Directory **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | view | query | any | Optional | | ids | query | any | Optional | | tenantId | query | any | Optional | | includeInactive | query | any | Optional | | status | query | any | Optional | ### Responses **200** – Organization data for the requested view. Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "parentId": null, "parentName": null, "tenantId": null, "tenantName": null, "rootId": null, "treePath": null } ] } ``` **400** – Invalid query or tenant scope Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/directory/organizations?page=1&pageSize=50&view=options" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/directory/organizations` Create organization Creates a new organization within a tenant and optionally assigns hierarchy relationships. **Tags:** Directory **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "name": "string", "slug": null, "logoUrl": null, "parentId": null } ``` ### Responses **201** – Organization created. Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing directory.organizations.manage feature Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/directory/organizations" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"name\": \"string\", \"slug\": null, \"logoUrl\": null, \"parentId\": null }" ``` ## PUT `/directory/organizations` Update organization Updates organization details and hierarchy assignments. **Tags:** Directory **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "slug": null, "logoUrl": null, "parentId": null } ``` ### Responses **200** – Organization updated. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing directory.organizations.manage feature Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/directory/organizations" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"slug\": null, \"logoUrl\": null, \"parentId\": null }" ``` ## GET `/directory/organizations/lookup` Public organization lookup by slug **Tags:** Directory (Tenants & Organizations) ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/directory/organizations/lookup" \ -H "Accept: application/json" ``` ## DELETE `/directory/tenants` Delete tenant Soft deletes the tenant identified by id. **Tags:** Directory **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Tenant removed. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing directory.tenants.manage feature Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/directory/tenants" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/directory/tenants` List tenants Returns tenants visible to the current user with optional search and pagination. **Tags:** Directory **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | isActive | query | any | Optional | ### Responses **200** – Paged list of tenants. Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "isActive": true, "createdAt": null, "updatedAt": null } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Requires super-admin Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/directory/tenants?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/directory/tenants` Create tenant Creates a new tenant and returns its identifier. **Tags:** Directory **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "name": "string" } ``` ### Responses **201** – Tenant created. Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing directory.tenants.manage feature Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/directory/tenants" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"name\": \"string\" }" ``` ## PUT `/directory/tenants` Update tenant Updates tenant properties such as name or activation state. **Tags:** Directory **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Tenant updated. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing directory.tenants.manage feature Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/directory/tenants" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/directory/tenants/lookup` Public tenant lookup **Tags:** Directory (Tenants & Organizations) ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/directory/tenants/lookup" \ -H "Accept: application/json" ``` ## DELETE `/entities/definitions` Soft delete custom field definition Marks the specified definition inactive and tombstones it for the current scope. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "key": "string" } ``` ### Responses **200** – Definition deleted Content-Type: `application/json` ```json { "ok": true, "version": null } ``` **400** – Missing entity id or key Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Definition not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/entities/definitions" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"key\": \"string\" }" ``` ## GET `/entities/definitions` List active custom field definitions Returns active custom field definitions for the supplied entity ids, respecting tenant scope and tombstones. **Tags:** Entities **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Optional | | entityIds | query | any | Optional | | fieldset | query | any | Optional | ### Responses **200** – Definition list Content-Type: `application/json` ```json { "items": [ { "key": "string", "kind": "string", "label": "string", "entityId": "string" } ] } ``` **400** – Missing entity id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/definitions" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/entities/definitions` Upsert custom field definition Creates or updates a custom field definition for the current tenant/org scope. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "key": "string", "kind": "text" } ``` ### Responses **200** – Definition saved Content-Type: `application/json` ```json { "ok": true, "item": { "id": "00000000-0000-4000-8000-000000000000", "key": "string", "kind": "string", "configJson": {} } } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/entities/definitions" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"key\": \"string\", \"kind\": \"text\" }" ``` ## POST `/entities/definitions.batch` Save multiple custom field definitions Creates or updates multiple definitions for a single entity in one transaction. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "definitions": [ { "key": "string", "kind": "text" } ] } ``` ### Responses **200** – Definitions saved Content-Type: `application/json` ```json { "ok": true, "version": null } ``` **400** – Validation error Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Unexpected failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/entities/definitions.batch" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"definitions\": [ { \"key\": \"string\", \"kind\": \"text\" } ] }" ``` ## GET `/entities/definitions.manage` Get management snapshot Returns scoped custom field definitions (including inactive tombstones) for administration interfaces. **Tags:** Entities **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Required | ### Responses **200** – Scoped definitions and deleted keys Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "key": "string", "kind": "string", "configJson": null, "organizationId": null, "tenantId": null } ], "deletedKeys": [ "string" ], "version": null } ``` **400** – Missing entity id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication or feature Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/definitions.manage?entityId=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/entities/definitions.restore` Restore definition Reactivates a previously soft-deleted definition within the current tenant/org scope. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "key": "string" } ``` ### Responses **200** – Definition restored Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing entity id or key Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Definition not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/entities/definitions.restore" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"key\": \"string\" }" ``` ## GET `/entities/encryption` Fetch encryption map Returns the encrypted field map for the current tenant/organization scope. **Tags:** Entities **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Required | ### Responses **200** – Map Content-Type: `application/json` ```json { "entityId": "string", "fields": [ { "field": "string", "hashField": null } ], "updatedAt": null } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/encryption?entityId=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/entities/encryption` Upsert encryption map Creates or updates the encryption map for the current tenant/organization scope. Enforces optimistic locking when the caller sends the expected version header. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "tenantId": null, "organizationId": null, "fields": [ { "field": "string", "hashField": null } ] } ``` ### Responses **200** – Saved Content-Type: `application/json` ```json { "ok": true, "updatedAt": null } ``` **409** – Optimistic-lock conflict (stale write) Content-Type: `application/json` ```json { "error": "string", "code": "string", "currentUpdatedAt": "string", "expectedUpdatedAt": "string" } ``` **422** – Selected organization is unavailable Content-Type: `application/json` ```json { "error": "string", "code": "organization_selection_invalid" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/entities/encryption" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"tenantId\": null, \"organizationId\": null, \"fields\": [ { \"field\": \"string\", \"hashField\": null } ] }" ``` ## DELETE `/entities/entities` Soft delete custom entity Marks the specified custom entity inactive within the current scope. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string" } ``` ### Responses **200** – Entity deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing entity id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Entity not found in scope Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/entities/entities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\" }" ``` ## GET `/entities/entities` List available entities Returns generated and custom entities scoped to the caller with field counts per entity. **Tags:** Entities **Requires authentication.** ### Responses **200** – List of entities Content-Type: `application/json` ```json { "items": [ { "entityId": "string", "source": "code", "label": "string", "count": 1 } ] } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/entities" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/entities/entities` Upsert custom entity Creates or updates a tenant/org scoped custom entity definition. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "label": "string", "description": null, "showInSidebar": false, "accessRestricted": false } ``` ### Responses **200** – Entity saved Content-Type: `application/json` ```json { "ok": true, "item": { "id": "00000000-0000-4000-8000-000000000000", "entityId": "string", "label": "string" } } ``` **400** – Validation error Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/entities/entities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"label\": \"string\", \"description\": null, \"showInSidebar\": false, \"accessRestricted\": false }" ``` ## GET `/entities/entity-settings` Get custom entity settings Returns the tenant-scoped default-restricted policy for new custom entities. **Tags:** Entities **Requires authentication.** ### Responses **200** – Current settings Content-Type: `application/json` ```json { "newEntitiesRestrictedByDefault": true, "updatedAt": null } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/entity-settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/entities/entity-settings` Update custom entity settings Sets the tenant-scoped default-restricted policy for new custom entities. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "newEntitiesRestrictedByDefault": true } ``` ### Responses **200** – Updated settings Content-Type: `application/json` ```json { "ok": true, "newEntitiesRestrictedByDefault": true, "updatedAt": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Optimistic lock conflict Content-Type: `application/json` ```json { "code": "string", "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/entities/entity-settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"newEntitiesRestrictedByDefault\": true }" ``` ## DELETE `/entities/records` Delete record Soft deletes the specified record within the current tenant/org scope. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "recordId": "string" } ``` ### Responses **200** – Record deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing entity id or record id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Record not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Unexpected failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/entities/records" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"recordId\": \"string\" }" ``` ## GET `/entities/records` List records Returns paginated records for the supplied entity. Supports custom field filters, exports, and soft-delete toggles. **Tags:** Entities **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Required | | page | query | any | Optional | | pageSize | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | search | query | any | Optional | | searchFields | query | any | Optional | | withDeleted | query | any | Optional | | format | query | any | Optional | | exportScope | query | any | Optional | | export_scope | query | any | Optional | | all | query | any | Optional | | full | query | any | Optional | ### Responses **200** – Paginated records Content-Type: `application/json` ```json { "items": [ {} ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` **400** – Missing entity id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Unexpected failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/records?entityId=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/entities/records` Create record Creates a record for the given entity. When `recordId` is omitted or not a UUID the data engine will generate one automatically. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "values": {} } ``` ### Responses **200** – Record created Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failure Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Unexpected failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/entities/records" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"values\": {} }" ``` ## PUT `/entities/records` Update record Updates an existing record. If the provided recordId is not a UUID the record will be created instead to support optimistic flows. **Tags:** Entities **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityId": "string", "recordId": "string", "values": {} } ``` ### Responses **200** – Record updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Validation failure Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Unexpected failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/entities/records" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityId\": \"string\", \"recordId\": \"string\", \"values\": {} }" ``` ## GET `/entities/relations/options` List relation options Returns up to 200 option entries for populating relation dropdowns, automatically resolving label fields when omitted. An entityId that matches neither an active custom entity nor a registered ORM entity yields an empty option list. **Tags:** Entities **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Required | | labelField | query | any | Optional | | q | query | any | Optional | | ids | query | any | Optional | | routeContextFields | query | any | Optional | ### Responses **200** – Option list Content-Type: `application/json` ```json { "items": [ { "value": "string", "label": "string" } ] } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/relations/options?entityId=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/entities/sidebar-entities` Get sidebar entities Returns custom entities flagged with `showInSidebar` for the current tenant/org scope. **Tags:** Entities **Requires authentication.** ### Responses **200** – Sidebar entities for navigation Content-Type: `application/json` ```json { "items": [ { "entityId": "string", "label": "string", "href": "string" } ] } ``` **401** – Missing authentication Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/entities/sidebar-entities" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/events` List declared events Returns every declared event, including its declared payloadSchema when the module (or the generated CRUD default) provides one. Filters: category, module, excludeTriggerExcluded (default true). **Tags:** Events **Requires authentication.** ### Responses **200** – Declared events Content-Type: `application/json` ```json { "data": [ { "id": "string", "label": "string" } ], "total": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/events" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/events/stream` GET /events/stream **Tags:** Events **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/events/stream" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/feature_toggles/check/boolean` Check if feature is enabled Checks if a feature toggle is enabled for the current context. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | identifier | query | any | Required. Feature toggle identifier | ### Responses **200** – Feature status Content-Type: `application/json` ```json { "enabled": true, "source": "override", "toggleId": "string", "identifier": "string", "tenantId": "string" } ``` **400** – Bad Request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Tenant not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/check/boolean?identifier=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/feature_toggles/check/json` Get json config Gets the json configuration for a feature toggle. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | identifier | query | any | Required. Feature toggle identifier | ### Responses **200** – Json config Content-Type: `application/json` ```json { "valueType": "json", "source": "override", "toggleId": "string", "identifier": "string", "tenantId": "string" } ``` **400** – Bad Request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Tenant not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/check/json?identifier=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/feature_toggles/check/number` Get number config Gets the number configuration for a feature toggle. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | identifier | query | any | Required. Feature toggle identifier | ### Responses **200** – Number config Content-Type: `application/json` ```json { "valueType": "number", "value": 1, "source": "override", "toggleId": "string", "identifier": "string", "tenantId": "string" } ``` **400** – Bad Request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Tenant not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/check/number?identifier=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/feature_toggles/check/string` Get string config Gets the string configuration for a feature toggle. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | identifier | query | any | Required. Feature toggle identifier | ### Responses **200** – String config Content-Type: `application/json` ```json { "valueType": "string", "value": "string", "source": "override", "toggleId": "string", "identifier": "string", "tenantId": "string" } ``` **400** – Bad Request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Tenant not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/check/string?identifier=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/feature_toggles/global` Delete global feature toggle Soft deletes a global feature toggle by ID. Requires superadmin role. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | query | any | Required. Feature toggle identifier | ### Responses **200** – Feature toggle deleted Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden - superadmin role required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Feature toggle not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/feature_toggles/global?id=00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/feature_toggles/global` List global feature toggles Returns all global feature toggles with filtering and pagination. Requires superadmin role. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional. Page number for pagination | | pageSize | query | any | Optional. Number of items per page (max 200) | | search | query | any | Optional. Case-insensitive search across identifier, name, description, and category | | type | query | any | Optional. Filter by toggle type (boolean, string, number, json) | | category | query | any | Optional. Filter by category (case-insensitive partial match) | | name | query | any | Optional. Filter by name (case-insensitive partial match) | | identifier | query | any | Optional. Filter by identifier (case-insensitive partial match) | | sortField | query | any | Optional. Field to sort by | | sortDir | query | any | Optional. Sort direction (ascending or descending) | ### Responses **200** – Feature toggles collection Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "identifier": "string", "name": "string", "description": null, "category": null, "type": "boolean", "defaultValue": null, "createdAt": null, "updatedAt": null } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden - superadmin role required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/global?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/feature_toggles/global` Create global feature toggle Creates a new global feature toggle. Requires superadmin role. **Tags:** Feature Toggles **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "identifier": "string", "name": "string", "description": null, "category": null, "type": "boolean", "defaultValue": null } ``` ### Responses **201** – Feature toggle created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden - superadmin role required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/feature_toggles/global" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"identifier\": \"string\", \"name\": \"string\", \"description\": null, \"category\": null, \"type\": \"boolean\", \"defaultValue\": null }" ``` ## PUT `/feature_toggles/global` Update global feature toggle Updates an existing global feature toggle. Requires superadmin role. **Tags:** Feature Toggles **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "description": null, "category": null, "defaultValue": null } ``` ### Responses **200** – Feature toggle updated Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden - superadmin role required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Feature toggle not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/feature_toggles/global" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"description\": null, \"category\": null, \"defaultValue\": null }" ``` ## GET `/feature_toggles/global/{id}` Fetch feature toggle by ID Returns complete details of a feature toggle. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Feature toggle detail Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "identifier": "string", "name": "string", "description": null, "category": null, "type": "boolean", "defaultValue": null, "createdAt": null, "updatedAt": null } ``` **400** – Invalid identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Feature toggle not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/global/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/feature_toggles/global/{id}/override` Fetch feature toggle override Returns feature toggle override. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Feature toggle overrides Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "tenantName": "string", "tenantId": "00000000-0000-4000-8000-000000000000", "toggleType": "boolean", "updatedAt": null } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Feature toggle not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/global/:id/override" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/feature_toggles/overrides` List overrides Returns list of feature toggle overrides. **Tags:** Feature Toggles **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | category | query | any | Optional | | name | query | any | Optional | | identifier | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | ### Responses **200** – List of overrides Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "toggleId": "00000000-0000-4000-8000-000000000000", "tenantName": "string", "tenantId": "00000000-0000-4000-8000-000000000000", "identifier": "string", "name": "string", "category": "string", "isOverride": true } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1, "isSuperAdmin": true } ``` **400** – Invalid query parameters Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/feature_toggles/overrides?page=1&pageSize=25" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/feature_toggles/overrides` Change override state Enable, disable or inherit a feature toggle for a specific tenant. **Tags:** Feature Toggles **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "toggleId": "00000000-0000-4000-8000-000000000000", "isOverride": true } ``` ### Responses **200** – Override updated Content-Type: `application/json` ```json { "ok": true, "overrideToggleId": null } ``` **400** – Validation failed Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Not found Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Internal server error Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/feature_toggles/overrides" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"toggleId\": \"00000000-0000-4000-8000-000000000000\", \"isOverride\": true }" ``` ## GET `/messages` List messages **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | folder | query | any | Optional | | status | query | any | Optional | | type | query | any | Optional | | visibility | query | any | Optional | | sourceEntityType | query | any | Optional | | sourceEntityId | query | any | Optional | | externalEmail | query | any | Optional | | hasObjects | query | any | Optional | | hasAttachments | query | any | Optional | | hasActions | query | any | Optional | | senderId | query | any | Optional | | search | query | any | Optional | | since | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | ### Responses **200** – Message list Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "type": "string", "visibility": null, "sourceEntityType": null, "sourceEntityId": null, "externalEmail": null, "externalName": null, "subject": "string", "bodyPreview": "string", "senderUserId": "00000000-0000-4000-8000-000000000000", "senderName": null, "senderEmail": null, "priority": "string", "status": "string", "hasObjects": true, "objectCount": 1, "hasAttachments": true, "attachmentCount": 1, "recipientCount": 1, "hasActions": true, "actionTaken": null, "sentAt": null, "readAt": null, "threadId": null } ], "page": 1, "pageSize": 1, "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages?folder=inbox&page=1&pageSize=20" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/messages` Compose a message **Tags:** Messages **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "type": "default", "visibility": null, "recipients": [], "subject": "", "body": "", "bodyFormat": "text", "priority": "normal", "sendViaEmail": false, "isDraft": false } ``` ### Responses **201** – Message created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "threadId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/messages" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"type\": \"default\", \"visibility\": null, \"recipients\": [], \"subject\": \"\", \"body\": \"\", \"bodyFormat\": \"text\", \"priority\": \"normal\", \"sendViaEmail\": false, \"isDraft\": false }" ``` ## DELETE `/messages/{id}` Delete message for current sender/recipient context **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Message deleted Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Message was modified concurrently (optimistic lock conflict) Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/messages/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/messages/{id}` Get message detail **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Message detail with actor-visible thread items only Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "updatedAt": null, "type": "string", "isDraft": true, "canEditDraft": true, "canArchive": true, "isArchived": true, "visibility": null, "sourceEntityType": null, "sourceEntityId": null, "externalEmail": null, "externalName": null, "typeDefinition": { "labelKey": "string", "icon": "string", "color": null, "allowReply": true, "allowForward": true, "ui": null }, "threadId": null, "parentMessageId": null, "senderUserId": "00000000-0000-4000-8000-000000000000", "senderName": null, "senderEmail": null, "subject": "string", "body": "string", "bodyFormat": "text", "priority": "string", "sentAt": null, "actionData": null, "actionTaken": null, "actionTakenAt": null, "actionTakenByUserId": null, "recipients": [ { "userId": "00000000-0000-4000-8000-000000000000", "type": "to", "status": "string", "readAt": null } ], "objects": [ { "id": "00000000-0000-4000-8000-000000000000", "entityModule": "string", "entityType": "string", "entityId": "00000000-0000-4000-8000-000000000000", "actionRequired": true, "actionType": null, "actionLabel": null, "snapshot": null, "preview": null } ], "thread": [ { "id": "00000000-0000-4000-8000-000000000000", "senderUserId": "00000000-0000-4000-8000-000000000000", "senderName": null, "senderEmail": null, "externalName": null, "externalEmail": null, "sourceEntityType": null, "body": "string", "sentAt": null } ], "isRead": true, "conversationArchived": true, "conversationAllUnread": true, "_channel": null, "_channelPayload": null, "_channelContact": null } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/messages/{id}` Update draft message **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "visibility": null } ``` ### Responses **200** – Draft updated Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Only drafts can be edited, or the draft was modified concurrently (optimistic lock conflict) Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/messages/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"visibility\": null }" ``` ## POST `/messages/{id}/actions/{actionId}` Execute message action **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | actionId | path | any | Required | ### Request Body Content-Type: `application/json` No example available for this content type. ### Responses **200** – Action executed Content-Type: `application/json` ```json { "ok": true, "actionId": "string" } ``` **403** – Access denied Content-Type: `application/json` **404** – Action not found Content-Type: `application/json` **409** – Action already taken, or the message was modified concurrently (optimistic lock conflict) Content-Type: `application/json` **410** – Action expired Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/messages/:id/actions/:actionId" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/messages/{id}/archive` Unarchive message **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Message unarchived Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied or sender-only message cannot be unarchived Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/messages/:id/archive" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/messages/{id}/archive` Archive message **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Message archived Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied or sender-only message cannot be archived Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/messages/:id/archive" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/messages/{id}/attachments` Unlink attachments from draft message **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Attachments unlinked Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Only draft messages can be edited Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/messages/:id/attachments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## GET `/messages/{id}/attachments` List message attachments **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Attachments Content-Type: `application/json` ```json { "attachments": [ { "id": "00000000-0000-4000-8000-000000000000", "fileName": "string", "fileSize": 1, "mimeType": "string", "url": "string" } ] } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/:id/attachments" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/messages/{id}/attachments` Link attachments to draft message **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "attachmentIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Responses **200** – Attachments linked Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Only draft messages can be edited Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/messages/:id/attachments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"attachmentIds\": [ \"00000000-0000-4000-8000-000000000000\" ] }" ``` ## GET `/messages/{id}/confirmation` Read message confirmation status **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Confirmation status Content-Type: `application/json` ```json { "messageId": "00000000-0000-4000-8000-000000000000", "confirmed": true, "confirmedAt": null, "confirmedByUserId": null } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/:id/confirmation" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/messages/{id}/conversation` Delete conversation for current actor **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Conversation deleted Content-Type: `application/json` ```json { "ok": true, "affectedCount": 1 } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/messages/:id/conversation" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/messages/{id}/conversation/archive` Unarchive conversation for current actor **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Conversation unarchived Content-Type: `application/json` ```json { "ok": true, "affectedCount": 1 } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/messages/:id/conversation/archive" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/messages/{id}/conversation/archive` Archive conversation for current actor **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Conversation archived Content-Type: `application/json` ```json { "ok": true, "affectedCount": 1 } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/messages/:id/conversation/archive" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/messages/{id}/conversation/read` Mark entire conversation as unread for current actor **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Conversation marked unread Content-Type: `application/json` ```json { "ok": true, "affectedCount": 1 } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/messages/:id/conversation/read" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/messages/{id}/conversation/read` Mark entire conversation as read for current actor **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Conversation marked read Content-Type: `application/json` ```json { "ok": true, "affectedCount": 1 } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/messages/:id/conversation/read" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/messages/{id}/forward` Forward a message and optionally include attachments from the forwarded conversation slice **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "recipients": [ { "userId": "00000000-0000-4000-8000-000000000000", "type": "to" } ], "includeAttachments": true, "sendViaEmail": false } ``` ### Responses **201** – Message forwarded Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **403** – Access denied Content-Type: `application/json` **404** – Message not found Content-Type: `application/json` **409** – Forward not allowed for message type Content-Type: `application/json` **413** – Forward body exceeds maximum length Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/messages/:id/forward" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"recipients\": [ { \"userId\": \"00000000-0000-4000-8000-000000000000\", \"type\": \"to\" } ], \"includeAttachments\": true, \"sendViaEmail\": false }" ``` ## GET `/messages/{id}/forward-preview` Get forward preview for a message **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Forward preview generated Content-Type: `application/json` ```json { "subject": "string", "body": "string" } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` **413** – Forward body exceeds maximum length Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/:id/forward-preview" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/messages/{id}/read` Mark message as unread **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Message marked unread Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/messages/:id/read" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/messages/{id}/read` Mark message as read **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Message marked read Content-Type: `application/json` ```json { "ok": true } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/messages/:id/read" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/messages/{id}/reply` Reply to message **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "body": "string", "bodyFormat": "text", "replyAll": false, "sendViaEmail": false } ``` ### Responses **201** – Reply created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` **403** – Access denied Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Message not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – No recipients available for reply Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/messages/:id/reply" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"body\": \"string\", \"bodyFormat\": \"text\", \"replyAll\": false, \"sendViaEmail\": false }" ``` ## GET `/messages/object-types` List registered message object types for a message type **Tags:** Messages **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | messageType | query | any | Required | ### Responses **200** – Message object types Content-Type: `application/json` ```json { "items": [ { "module": "string", "entityType": "string", "labelKey": "string", "icon": "string", "actions": [ { "id": "string", "labelKey": "string" } ] } ] } ``` **400** – Invalid query Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/object-types?messageType=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/messages/token/{token}` Access message via token **Tags:** Messages ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | token | path | any | Required | ### Responses **200** – Message detail via token Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "type": "string", "subject": "string", "body": "string", "bodyFormat": "text", "priority": "low", "senderUserId": "00000000-0000-4000-8000-000000000000", "sentAt": null, "actionData": null, "actionTaken": null, "actionTakenAt": null, "actionTakenByUserId": null, "objects": [ { "id": "00000000-0000-4000-8000-000000000000", "entityModule": "string", "entityType": "string", "entityId": "00000000-0000-4000-8000-000000000000", "actionRequired": true, "actionType": null, "actionLabel": null, "snapshot": null } ], "requiresAuth": true, "recipientUserId": "00000000-0000-4000-8000-000000000000" } ``` **404** – Invalid or expired link Content-Type: `application/json` **409** – Token usage exceeded Content-Type: `application/json` **410** – Token expired Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/token/:token" \ -H "Accept: application/json" ``` ## GET `/messages/types` List registered message types **Tags:** Messages **Requires authentication.** ### Responses **200** – Message types Content-Type: `application/json` ```json { "items": [ { "type": "string", "module": "string", "labelKey": "string", "icon": "string", "color": null, "allowReply": true, "allowForward": true, "actionsExpireAfterHours": null, "ui": null } ] } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/types" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/messages/unread-count` Get unread message count **Tags:** Messages **Requires authentication.** ### Responses **200** – Unread count Content-Type: `application/json` ```json { "unreadCount": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/messages/unread-count" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/notifications` List notifications Returns a paginated collection of notifications. **Tags:** Notifications **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | status | query | any | Optional | | type | query | any | Optional | | severity | query | any | Optional | | sourceEntityType | query | any | Optional | | sourceEntityId | query | any | Optional | | since | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated notifications Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "type": "string", "title": "string", "body": null, "titleKey": null, "bodyKey": null, "titleVariables": null, "bodyVariables": null, "icon": null, "severity": "string", "status": "string", "actions": [ { "id": "string", "label": "string" } ], "sourceModule": null, "sourceEntityType": null, "sourceEntityId": null, "linkHref": null, "createdAt": "string", "readAt": null, "actionTaken": null } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` **403** – Request could not be resolved to a tenant scope (code: tenant_scope_required) Content-Type: `application/json` ```json { "error": "string", "code": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/notifications?page=1&pageSize=20" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/notifications` Create notification Creates a notification for a user. **Tags:** Notifications **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "type": "string", "severity": "info", "recipientUserId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **201** – Notification created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/notifications" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"type\": \"string\", \"severity\": \"info\", \"recipientUserId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/notifications/{id}/action` POST /notifications/{id}/action **Tags:** Notifications **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **201** – Success response Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/notifications/:id/action" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/notifications/{id}/dismiss` PUT /notifications/{id}/dismiss **Tags:** Notifications **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/notifications/:id/dismiss" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/notifications/{id}/read` PUT /notifications/{id}/read **Tags:** Notifications **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/notifications/:id/read" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/notifications/{id}/restore` PUT /notifications/{id}/restore **Tags:** Notifications **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/notifications/:id/restore" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/notifications/admin/preferences` GET /notifications/admin/preferences **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/notifications/admin/preferences" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/notifications/admin/preferences` PUT /notifications/admin/preferences **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/notifications/admin/preferences" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/notifications/batch` POST /notifications/batch **Tags:** Notifications **Requires authentication.** ### Responses **201** – Success response Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/notifications/batch" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/notifications/channels` GET /notifications/channels **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/notifications/channels" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/notifications/feature` POST /notifications/feature **Tags:** Notifications **Requires authentication.** ### Responses **201** – Success response Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/notifications/feature" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/notifications/mark-all-read` PUT /notifications/mark-all-read **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/notifications/mark-all-read" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/notifications/preferences` GET /notifications/preferences **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/notifications/preferences" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/notifications/preferences` PUT /notifications/preferences **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/notifications/preferences" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/notifications/role` POST /notifications/role **Tags:** Notifications **Requires authentication.** ### Responses **201** – Success response Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/notifications/role" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/notifications/settings` GET /notifications/settings **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/notifications/settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/notifications/settings` POST /notifications/settings **Tags:** Notifications **Requires authentication.** ### Responses **201** – Success response Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/notifications/settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/notifications/types` GET /notifications/types **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/notifications/types" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/notifications/types` PATCH /notifications/types **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/notifications/types" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/notifications/types/{id}/channels/{channel}` DELETE /notifications/types/{id}/channels/{channel} **Tags:** Notifications **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | channel | path | any | Required | ### Responses **204** – Success ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/notifications/types/:id/channels/:channel" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/notifications/types/{id}/channels/{channel}` PUT /notifications/types/{id}/channels/{channel} **Tags:** Notifications **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | channel | path | any | Required | ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/notifications/types/:id/channels/:channel" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/notifications/unread-count` GET /notifications/unread-count **Tags:** Notifications **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/notifications/unread-count" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/perspectives/{tableId}` Load perspectives for a table Returns personal perspectives and available role defaults for the requested table identifier. **Tags:** Perspectives **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | tableId | path | any | Required | ### Responses **200** – Current perspectives and defaults. Content-Type: `application/json` ```json { "tableId": "string", "perspectives": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "tableId": "string", "settings": {}, "isDefault": true, "createdAt": "string", "updatedAt": null } ], "defaultPerspectiveId": null, "rolePerspectives": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "tableId": "string", "settings": {}, "isDefault": true, "createdAt": "string", "updatedAt": null, "roleId": "00000000-0000-4000-8000-000000000000", "tenantId": null, "organizationId": null, "roleName": null } ], "manageableRolePerspectives": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "tableId": "string", "settings": {}, "isDefault": true, "createdAt": "string", "updatedAt": null, "roleId": "00000000-0000-4000-8000-000000000000", "tenantId": null, "organizationId": null, "roleName": null } ], "roles": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "hasPerspective": true, "hasDefault": true } ], "canApplyToRoles": true } ``` **400** – Invalid table identifier Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/perspectives/string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/perspectives/{tableId}` Create or update a perspective Saves a personal perspective and optionally applies the same configuration to selected roles. **Tags:** Perspectives **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | tableId | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "name": "string", "settings": {} } ``` ### Responses **200** – Perspective saved successfully. Content-Type: `application/json` ```json { "perspective": { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "tableId": "string", "settings": {}, "isDefault": true, "createdAt": "string", "updatedAt": null }, "rolePerspectives": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "tableId": "string", "settings": {}, "isDefault": true, "createdAt": "string", "updatedAt": null, "roleId": "00000000-0000-4000-8000-000000000000", "tenantId": null, "organizationId": null, "roleName": null } ], "clearedRoleIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` **400** – Validation failed or invalid roles provided Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing perspectives.role_defaults feature for role updates Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Optimistic lock conflict or perspective name already exists Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/perspectives/string" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"name\": \"string\", \"settings\": {} }" ``` ## DELETE `/perspectives/{tableId}/{perspectiveId}` Delete a personal perspective Removes a perspective owned by the current user for the given table. **Tags:** Perspectives **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | tableId | path | any | Required | | perspectiveId | path | any | Required | ### Responses **200** – Perspective removed. Content-Type: `application/json` ```json { "success": true } ``` **400** – Invalid identifiers supplied Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Perspective not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Optimistic lock conflict Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/perspectives/string/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/perspectives/{tableId}/roles/{roleId}` Clear role perspectives for a table Removes all role-level perspectives associated with the provided role identifier for the table. **Tags:** Perspectives **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | tableId | path | any | Required | | roleId | path | any | Required | ### Request Body Content-Type: `application/json` No example available for this content type. ### Responses **200** – Role perspectives cleared. Content-Type: `application/json` ```json { "success": true } ``` **400** – Invalid identifiers supplied Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing perspectives.role_defaults feature Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Role not found in scope Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Optimistic lock conflict Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/perspectives/string/roles/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/planner/availability` Delete availability rule Deletes an availability rule by id. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Availability rule deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/planner/availability" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/planner/availability` List availability rules Returns a paginated collection of availability rules scoped to the authenticated organization. **Tags:** Planner **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | subjectType | query | any | Optional | | subjectIds | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated availability rules Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "subject_type": null, "subject_id": null, "timezone": null, "rrule": null, "exdates": null, "kind": null, "note": null, "unavailability_reason_entry_id": null, "unavailability_reason_value": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/planner/availability?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/planner/availability` Create availability rule Creates an availability rule for the selected subject. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "subjectType": "member", "subjectId": "00000000-0000-4000-8000-000000000000", "timezone": "string", "rrule": "string", "exdates": [], "kind": "availability", "note": null, "unavailabilityReasonEntryId": null, "unavailabilityReasonValue": null } ``` ### Responses **201** – Availability rule created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/planner/availability" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"subjectType\": \"member\", \"subjectId\": \"00000000-0000-4000-8000-000000000000\", \"timezone\": \"string\", \"rrule\": \"string\", \"exdates\": [], \"kind\": \"availability\", \"note\": null, \"unavailabilityReasonEntryId\": null, \"unavailabilityReasonValue\": null }" ``` ## PUT `/planner/availability` Update availability rule Updates an availability rule by id. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "note": null, "unavailabilityReasonEntryId": null, "unavailabilityReasonValue": null } ``` ### Responses **200** – Availability rule updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/planner/availability" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"note\": null, \"unavailabilityReasonEntryId\": null, \"unavailabilityReasonValue\": null }" ``` ## POST `/planner/availability-date-specific` Replace date-specific availability Replaces date-specific availability rules for the subject in a single request. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "subjectType": "member", "subjectId": "00000000-0000-4000-8000-000000000000", "timezone": "string", "windows": [], "isAvailable": true, "note": null, "unavailabilityReasonEntryId": null, "unavailabilityReasonValue": null } ``` ### Responses **200** – Date-specific availability updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Conflict — the subject/date availability was modified by another edit Content-Type: `application/json` ```json { "error": "string", "code": "string", "currentUpdatedAt": "string", "expectedUpdatedAt": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/planner/availability-date-specific" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"subjectType\": \"member\", \"subjectId\": \"00000000-0000-4000-8000-000000000000\", \"timezone\": \"string\", \"windows\": [], \"isAvailable\": true, \"note\": null, \"unavailabilityReasonEntryId\": null, \"unavailabilityReasonValue\": null }" ``` ## DELETE `/planner/availability-rule-sets` Delete availability rule set Deletes an availability rule set by id. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Availability rule set deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/planner/availability-rule-sets" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/planner/availability-rule-sets` List availability rule sets Returns a paginated collection of availability rule sets scoped to the authenticated organization. **Tags:** Planner **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | search | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated availability rule sets Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "name": null, "description": null, "timezone": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/planner/availability-rule-sets?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/planner/availability-rule-sets` Create availability rule set Creates a reusable availability rule set. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "name": "string", "description": null, "timezone": "string" } ``` ### Responses **201** – Availability rule set created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/planner/availability-rule-sets" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\", \"description\": null, \"timezone\": \"string\" }" ``` ## PUT `/planner/availability-rule-sets` Update availability rule set Updates an availability rule set by id. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "description": null } ``` ### Responses **200** – Availability rule set updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/planner/availability-rule-sets" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"description\": null }" ``` ## POST `/planner/availability-weekly` Replace weekly availability Replaces weekly availability rules for the subject in a single request. **Tags:** Planner **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "subjectType": "member", "subjectId": "00000000-0000-4000-8000-000000000000", "timezone": "string", "windows": [] } ``` ### Responses **200** – Weekly availability updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Optimistic lock conflict Content-Type: `application/json` ```json { "error": "string", "code": "optimistic_lock_conflict", "currentUpdatedAt": "string", "expectedUpdatedAt": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/planner/availability-weekly" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"subjectType\": \"member\", \"subjectId\": \"00000000-0000-4000-8000-000000000000\", \"timezone\": \"string\", \"windows\": [] }" ``` ## GET `/progress/active` GET /progress/active **Tags:** Progress **Requires authentication.** ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/progress/active" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/progress/jobs` List progressjobs Returns a paginated collection of progressjobs scoped to the authenticated tenant. **Tags:** Progress **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | status | query | any | Optional | | jobType | query | any | Optional | | parentJobId | query | any | Optional | | includeCompleted | query | any | Optional | | completedSince | query | any | Optional | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated progressjobs Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "jobType": "string", "name": "string", "description": null, "status": "string", "progressPercent": 1, "processedCount": 1, "totalCount": null, "etaSeconds": null, "cancellable": true, "startedAt": null, "finishedAt": null, "errorMessage": null, "createdAt": null, "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/progress/jobs?page=1&pageSize=20" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/progress/jobs` Create progressjob Creates a new progress job for tracking a long-running operation. **Tags:** Progress **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "jobType": "string", "name": "string", "cancellable": false } ``` ### Responses **201** – ProgressJob created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/progress/jobs" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"jobType\": \"string\", \"name\": \"string\", \"cancellable\": false }" ``` ## DELETE `/progress/jobs/{id}` DELETE /progress/jobs/{id} **Tags:** Progress **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **204** – Success ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/progress/jobs/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/progress/jobs/{id}` GET /progress/jobs/{id} **Tags:** Progress **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/progress/jobs/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/progress/jobs/{id}` PUT /progress/jobs/{id} **Tags:** Progress **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/progress/jobs/:id" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/query_index/purge` Purge query index records Queues a purge job to remove indexed records for an entity type within the active scope. **Tags:** Query Index **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityType": "string" } ``` ### Responses **200** – Purge job accepted. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing entity type Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/query_index/purge" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityType\": \"string\" }" ``` ## POST `/query_index/reindex` Trigger query index rebuild Queues a reindex job for the specified entity type within the current tenant scope. **Tags:** Query Index **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entityType": "string" } ``` ### Responses **200** – Reindex job accepted. Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing entity type Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/query_index/reindex" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entityType\": \"string\" }" ``` ## GET `/query_index/status` Inspect query index coverage Returns entity counts comparing base tables with the query index along with the latest job status. **Tags:** Query Index **Requires authentication.** ### Responses **200** – Current query index status. Content-Type: `application/json` ```json { "items": [ { "entityId": "string", "label": "string", "baseCount": null, "indexCount": null, "vectorCount": null, "fulltextCount": null, "ok": true, "job": { "status": "idle", "startedAt": null, "finishedAt": null, "heartbeatAt": null, "processedCount": null, "totalCount": null, "scope": null }, "refreshedAt": null } ], "errors": [ { "id": "string", "source": "string", "handler": "string", "entityType": null, "recordId": null, "tenantId": null, "organizationId": null, "message": "string", "stack": null, "payload": null, "occurredAt": "string" } ], "logs": [ { "id": "string", "source": "string", "handler": "string", "level": "info", "entityType": null, "recordId": null, "tenantId": null, "organizationId": null, "message": "string", "details": null, "occurredAt": "string" } ] } ``` **400** – Tenant or organization context required Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Authentication required Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/query_index/status" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/resources/activities` Delete resourceactivity Deletes a resource activity. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – ResourceActivity deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/resources/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/resources/activities` List resourceactivitys Returns a paginated collection of resourceactivitys scoped to the authenticated organization. **Tags:** Resources **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated resourceactivitys Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "resource_id": null, "activity_type": null, "subject": null, "body": null, "occurred_at": null, "author_user_id": null, "appearance_icon": null, "appearance_color": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/resources/activities?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/resources/activities` Create resourceactivity Adds an activity to a resource timeline. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "activityType": "string", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – ResourceActivity created Content-Type: `application/json` ```json { "id": null, "authorUserId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/resources/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"activityType\": \"string\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/resources/activities` Update resourceactivity Updates a resource activity. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – ResourceActivity updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/resources/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/resources/comments` Delete resourcecomment Deletes a resource note. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – ResourceComment deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/resources/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/resources/comments` List resourcecomments Returns a paginated collection of resourcecomments scoped to the authenticated organization. **Tags:** Resources **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated resourcecomments Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "resource_id": null, "body": null, "author_user_id": null, "appearance_icon": null, "appearance_color": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/resources/comments?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/resources/comments` Create resourcecomment Adds a note to a resource timeline. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "body": "string", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – ResourceComment created Content-Type: `application/json` ```json { "id": null, "authorUserId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/resources/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"body\": \"string\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/resources/comments` Update resourcecomment Updates a resource note. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – ResourceComment updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/resources/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/resources/resource-types` Delete resource type Deletes a resource type by id. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Resource type deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/resources/resource-types" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/resources/resource-types` List resource types Returns a paginated collection of resource types scoped to the authenticated organization. **Tags:** Resources **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | sortField | query | any | Optional | | sortDir | query | any | Optional | | withResourceCounts | query | any | Optional | ### Responses **200** – Paginated resource types Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "name": null, "description": null, "appearance_icon": null, "appearance_color": null, "created_at": null, "updated_at": null, "resourceCount": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/resources/resource-types?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/resources/resource-types` Create resource type Creates a resource type for resources resources. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "name": "string", "description": null, "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – Resource type created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/resources/resource-types" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\", \"description\": null, \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/resources/resource-types` Update resource type Updates a resource type by id. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "description": null, "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – Resource type updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/resources/resource-types" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"description\": null, \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/resources/resources` Delete resource Deletes a resource by id. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Resource deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/resources/resources" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/resources/resources` List resources Returns a paginated collection of resources scoped to the authenticated organization. **Tags:** Resources **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | resourceTypeId | query | any | Optional | | isActive | query | any | Optional | | tagIds | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated resources Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "name": null, "description": null, "resource_type_id": null, "capacity": null, "capacity_unit_value": null, "capacity_unit_name": null, "capacity_unit_color": null, "capacity_unit_icon": null, "appearance_icon": null, "appearance_color": null, "is_active": null, "availability_rule_set_id": null, "custom_fieldset_code": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/resources/resources?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/resources/resources` Create resource Creates a resource scoped to the selected organization. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "name": "string", "description": null, "resourceTypeId": null, "capacity": null, "capacityUnitValue": null, "appearanceIcon": null, "appearanceColor": null, "availabilityRuleSetId": null, "customFieldsetCode": null } ``` ### Responses **201** – Resource created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/resources/resources" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\", \"description\": null, \"resourceTypeId\": null, \"capacity\": null, \"capacityUnitValue\": null, \"appearanceIcon\": null, \"appearanceColor\": null, \"availabilityRuleSetId\": null, \"customFieldsetCode\": null }" ``` ## PUT `/resources/resources` Update resource Updates a resource by id. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "description": null, "resourceTypeId": null, "capacity": null, "capacityUnitValue": null, "appearanceIcon": null, "appearanceColor": null, "availabilityRuleSetId": null, "customFieldsetCode": null } ``` ### Responses **200** – Resource updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/resources/resources" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"description\": null, \"resourceTypeId\": null, \"capacity\": null, \"capacityUnitValue\": null, \"appearanceIcon\": null, \"appearanceColor\": null, \"availabilityRuleSetId\": null, \"customFieldsetCode\": null }" ``` ## POST `/resources/resources/tags/assign` Assign resource tag Assigns a tag to a resources resource. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "tagId": "00000000-0000-4000-8000-000000000000", "resourceId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **201** – Tag assignment created Content-Type: `application/json` ```json { "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/resources/resources/tags/assign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tagId\": \"00000000-0000-4000-8000-000000000000\", \"resourceId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/resources/resources/tags/unassign` Unassign resource tag Removes a tag from a resources resource. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "tagId": "00000000-0000-4000-8000-000000000000", "resourceId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Tag assignment removed Content-Type: `application/json` ```json { "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/resources/resources/tags/unassign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"tagId\": \"00000000-0000-4000-8000-000000000000\", \"resourceId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## DELETE `/resources/tags` Delete resource tag Deletes a resource tag by id. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Resource tag deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/resources/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/resources/tags` List resource tags Returns a paginated collection of resource tags scoped to the authenticated organization. **Tags:** Resources **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated resource tags Content-Type: `application/json` ```json { "items": [ { "id": null, "slug": null, "label": null, "color": null, "description": null, "organization_id": null, "tenant_id": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/resources/tags?page=1&pageSize=100" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/resources/tags` Create resource tag Creates a tag for resources resources and services. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "label": "string", "color": null, "description": null } ``` ### Responses **201** – Resource tag created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/resources/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"label\": \"string\", \"color\": null, \"description\": null }" ``` ## PUT `/resources/tags` Update resource tag Updates a resource tag by id. **Tags:** Resources **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "color": null, "description": null } ``` ### Responses **200** – Resource tag updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/resources/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"color\": null, \"description\": null }" ``` ## GET `/search/embeddings` Get embeddings configuration Returns current embedding provider and model configuration. **Tags:** Search **Requires authentication.** ### Responses **200** – Embeddings settings Content-Type: `application/json` ```json { "settings": { "openaiConfigured": true, "autoIndexingEnabled": true, "autoIndexingLocked": true, "lockReason": null, "embeddingConfig": null, "configuredProviders": [ "openai" ], "indexedDimension": null, "reindexRequired": true, "documentCount": null } } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/embeddings" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/search/embeddings` Update embeddings configuration Updates the embedding provider and model settings. **Tags:** Search **Requires authentication.** ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Updated settings Content-Type: `application/json` ```json { "settings": { "openaiConfigured": true, "autoIndexingEnabled": true, "autoIndexingLocked": true, "lockReason": null, "embeddingConfig": null, "configuredProviders": [ "openai" ], "indexedDimension": null, "reindexRequired": true, "documentCount": null } } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Auto-indexing disabled via environment Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Update failed Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Configuration service unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/search/embeddings" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## POST `/search/embeddings/reindex` Trigger vector reindex Starts a vector embedding reindex operation. **Tags:** Search **Requires authentication.** ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Reindex result Content-Type: `application/json` ```json { "ok": true } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Reindex already in progress Content-Type: `application/json` ```json { "error": "string", "lock": { "type": "fulltext", "action": "string", "startedAt": "string", "elapsedMinutes": 1, "processedCount": null, "totalCount": null } } ``` **500** – Reindex failed Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Search indexer unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/search/embeddings/reindex" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## POST `/search/embeddings/reindex/cancel` Cancel vector reindex Cancels an in-progress vector reindex operation. **Tags:** Search **Requires authentication.** ### Responses **200** – Cancel result Content-Type: `application/json` ```json { "ok": true, "jobsRemoved": 1 } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/search/embeddings/reindex/cancel" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/search/index` Purge vector index Purges entries from the vector search index. Requires confirmAll=true when purging all entities. **Tags:** Search **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Optional. Specific entity ID to purge (e.g., "customers:customer_person_profile", "catalog:catalog_product") | | confirmAll | query | any | Optional. Required when purging all entities | ### Responses **200** – Purge result Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing confirmAll parameter Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Purge failed Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Search indexer unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/search/index" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/search/index` List vector index entries Returns paginated list of entries in the vector search index. **Tags:** Search **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | entityId | query | any | Optional. Filter by entity ID (e.g., "customers:customer_person_profile", "catalog:catalog_product") | | limit | query | any | Optional. Maximum entries to return (default: 50, max: 200) | | offset | query | any | Optional. Offset for pagination (default: 0) | ### Responses **200** – Index entries Content-Type: `application/json` ```json { "entries": [ { "id": "string", "entityId": "string", "recordId": "string", "tenantId": "string", "organizationId": null } ], "limit": 1, "offset": 1 } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Failed to fetch index Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Vector strategy unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/index" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/search/reindex` Trigger fulltext reindex Starts a fulltext (Meilisearch) reindex operation. Can clear, recreate, or fully reindex. **Tags:** Search **Requires authentication.** ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **200** – Reindex result Content-Type: `application/json` ```json { "ok": true, "action": "clear", "entityId": null } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Reindex already in progress Content-Type: `application/json` ```json { "error": "string", "lock": { "type": "fulltext", "action": "string", "startedAt": "string", "elapsedMinutes": 1, "processedCount": null, "totalCount": null } } ``` **500** – Reindex failed Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Search service unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/search/reindex" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## POST `/search/reindex/cancel` Cancel fulltext reindex Cancels an in-progress fulltext reindex operation. **Tags:** Search **Requires authentication.** ### Responses **200** – Cancel result Content-Type: `application/json` ```json { "ok": true, "jobsRemoved": 1 } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/search/reindex/cancel" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/search/search` Search across all indexed entities Performs a search using configured strategies (fulltext, vector, tokens). Use for search playground. Results are limited to the entity types the caller holds the declared view features for; superadmins are exempt. **Tags:** Search **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | q | query | any | Required. Search query (required) | | limit | query | any | Optional. Maximum results to return (default: 50, max: 100) | | strategies | query | any | Optional. Comma-separated strategies to use: fulltext, vector, tokens (e.g., "fulltext,vector") | | entityTypes | query | any | Optional. Comma-separated entity types to filter results (e.g., "customers:customer_person_profile,catalog:catalog_product,sales:sales_order") | ### Responses **200** – Search results Content-Type: `application/json` ```json { "results": [ { "entityId": "string", "recordId": "string", "score": 1, "source": "fulltext" } ], "strategiesUsed": [ "fulltext" ], "timing": 1, "query": "string", "limit": 1 } ``` **400** – Missing query parameter Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Search failed Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Search service unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/search?q=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/search/search/global` Global search (Cmd+K) Performs a global search using saved tenant strategies. Does NOT accept strategies from URL. **Tags:** Search **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | q | query | any | Required. Search query (required) | | limit | query | any | Optional. Maximum results to return (default: 50, max: 100) | | entityTypes | query | any | Optional. Comma-separated entity types to filter results (e.g., "customers:customer_person_profile,catalog:catalog_product,sales:sales_order") | ### Responses **200** – Search results Content-Type: `application/json` ```json { "results": [ { "entityId": "string", "recordId": "string", "score": 1, "source": "fulltext" } ], "strategiesUsed": [ "fulltext" ], "strategiesEnabled": [ "fulltext" ], "timing": 1, "query": "string", "limit": 1 } ``` **400** – Missing query parameter Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Search failed Content-Type: `application/json` ```json { "error": "string" } ``` **503** – Search service unavailable Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/search/global?q=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/search/settings` Get search settings and status Returns search module configuration, available strategies, and reindex lock status. **Tags:** Search **Requires authentication.** ### Responses **200** – Search settings Content-Type: `application/json` ```json { "settings": { "strategies": [ { "id": "string", "name": "string", "priority": 1, "available": true } ], "fulltextConfigured": true, "fulltextStats": null, "vectorConfigured": true, "tokensEnabled": true, "defaultStrategies": [ "string" ], "reindexLock": null, "fulltextReindexLock": null, "vectorReindexLock": null } } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/search/settings/fulltext` Get fulltext search configuration Returns Meilisearch configuration status and index statistics. **Tags:** Search **Requires authentication.** ### Responses **200** – Fulltext settings Content-Type: `application/json` ```json { "driver": null, "configured": true, "envVars": { "MEILISEARCH_HOST": { "set": true, "hint": "string" }, "MEILISEARCH_API_KEY": { "set": true, "hint": "string" } }, "optionalEnvVars": { "MEILISEARCH_INDEX_PREFIX": { "set": true, "hint": "string" }, "SEARCH_EXCLUDE_ENCRYPTED_FIELDS": { "set": true, "hint": "string" } } } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/settings/fulltext" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/search/settings/global-search` Get global search strategies Returns the enabled strategies for Cmd+K global search. **Tags:** Search **Requires authentication.** ### Responses **200** – Global search settings Content-Type: `application/json` ```json { "enabledStrategies": [ "fulltext" ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/settings/global-search" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/search/settings/global-search` Update global search strategies Sets which strategies are enabled for Cmd+K global search. **Tags:** Search **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "enabledStrategies": [ "fulltext" ] } ``` ### Responses **200** – Updated settings Content-Type: `application/json` ```json { "ok": true, "enabledStrategies": [ "fulltext" ] } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Internal error Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/search/settings/global-search" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"enabledStrategies\": [ \"fulltext\" ] }" ``` ## GET `/search/settings/vector-store` Get vector store configuration Returns vector store configuration status. **Tags:** Search **Requires authentication.** ### Responses **200** – Vector store settings Content-Type: `application/json` ```json { "currentDriver": "pgvector", "configured": true, "drivers": [ { "id": "pgvector", "name": "string", "configured": true, "implemented": true, "available": null, "unavailableReason": null, "envVars": [ { "name": "string", "set": true, "hint": "string" } ] } ] } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/search/settings/vector-store" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/staff/activities` Delete teammemberactivity Deletes a team member activity. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TeamMemberActivity deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/activities` List teammemberactivitys Returns a paginated collection of teammemberactivitys scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated teammemberactivitys Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "member_id": null, "activity_type": null, "subject": null, "body": null, "occurred_at": null, "author_user_id": null, "appearance_icon": null, "appearance_color": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/activities?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/activities` Create teammemberactivity Adds an activity to a team member timeline. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "activityType": "string", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – TeamMemberActivity created Content-Type: `application/json` ```json { "id": null, "authorUserId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"activityType\": \"string\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/staff/activities` Update teammemberactivity Updates a team member activity. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – TeamMemberActivity updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/activities" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/staff/addresses` Delete teammemberaddress Deletes a team member address. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TeamMemberAddress deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/addresses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/addresses` List teammemberaddresss Returns a paginated collection of teammemberaddresss scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated teammemberaddresss Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "member_id": null, "name": null, "purpose": null, "company_name": null, "address_line1": null, "address_line2": null, "building_number": null, "flat_number": null, "city": null, "region": null, "postal_code": null, "country": null, "latitude": null, "longitude": null, "is_primary": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/addresses?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/addresses` Create teammemberaddress Adds a team member address. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "addressLine1": "string" } ``` ### Responses **201** – TeamMemberAddress created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/addresses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"addressLine1\": \"string\" }" ``` ## PUT `/staff/addresses` Update teammemberaddress Updates a team member address. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TeamMemberAddress updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/addresses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## DELETE `/staff/comments` Delete teammembercomment Deletes a team member note. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TeamMemberComment deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/comments` List teammembercomments Returns a paginated collection of teammembercomments scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated teammembercomments Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "member_id": null, "body": null, "author_user_id": null, "appearance_icon": null, "appearance_color": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/comments?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/comments` Create teammembercomment Adds a note to a team member timeline. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "body": "string", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – TeamMemberComment created Content-Type: `application/json` ```json { "id": null, "authorUserId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"body\": \"string\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/staff/comments` Update teammembercomment Updates a team member note. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – TeamMemberComment updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/staff/job-histories` Delete teammemberjobhistory Deletes a team member job history entry. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TeamMemberJobHistory deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/job-histories" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/job-histories` List teammemberjobhistorys Returns a paginated collection of teammemberjobhistorys scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | entityId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated teammemberjobhistorys Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "member_id": null, "name": null, "company_name": null, "description": null, "start_date": null, "end_date": null, "organization_id": null, "tenant_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/job-histories?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/job-histories` Create teammemberjobhistory Adds a team member job history entry. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "entityId": "00000000-0000-4000-8000-000000000000", "name": "string", "companyName": null, "description": null, "startDate": "2025-01-01T00:00:00.000Z", "endDate": null } ``` ### Responses **201** – TeamMemberJobHistory created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/job-histories" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"entityId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\", \"companyName\": null, \"description\": null, \"startDate\": \"2025-01-01T00:00:00.000Z\", \"endDate\": null }" ``` ## PUT `/staff/job-histories` Update teammemberjobhistory Updates a team member job history entry. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "companyName": null, "description": null, "endDate": null } ``` ### Responses **200** – TeamMemberJobHistory updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/job-histories" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"companyName\": null, \"description\": null, \"endDate\": null }" ``` ## DELETE `/staff/leave-requests` Delete leave request Deletes a leave request by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Leave request deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/leave-requests" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/leave-requests` List leave requests Returns a paginated collection of leave requests scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | status | query | any | Optional | | memberId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated leave requests Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "member_id": null, "start_date": null, "end_date": null, "timezone": null, "status": null, "unavailability_reason_entry_id": null, "unavailability_reason_value": null, "note": null, "decision_comment": null, "submitted_by_user_id": null, "decided_by_user_id": null, "decided_at": null, "created_at": null, "updated_at": null, "member": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/leave-requests?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/leave-requests` Create leave request Creates a leave request for a staff member. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "memberId": "00000000-0000-4000-8000-000000000000", "timezone": "string", "startDate": "2025-01-01T00:00:00.000Z", "endDate": "2025-01-01T00:00:00.000Z", "unavailabilityReasonEntryId": null, "unavailabilityReasonValue": null, "note": null, "submittedByUserId": null } ``` ### Responses **201** – Leave request created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/leave-requests" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"memberId\": \"00000000-0000-4000-8000-000000000000\", \"timezone\": \"string\", \"startDate\": \"2025-01-01T00:00:00.000Z\", \"endDate\": \"2025-01-01T00:00:00.000Z\", \"unavailabilityReasonEntryId\": null, \"unavailabilityReasonValue\": null, \"note\": null, \"submittedByUserId\": null }" ``` ## PUT `/staff/leave-requests` Update leave request Updates a leave request by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "unavailabilityReasonEntryId": null, "unavailabilityReasonValue": null, "note": null } ``` ### Responses **200** – Leave request updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/leave-requests" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"unavailabilityReasonEntryId\": null, \"unavailabilityReasonValue\": null, \"note\": null }" ``` ## POST `/staff/leave-requests/accept` Approve leave request Approves a leave request and adds unavailability rules for the staff member. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "decisionComment": null, "decidedByUserId": null } ``` ### Responses **200** – Leave request approved Content-Type: `application/json` ```json { "ok": true, "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/leave-requests/accept" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"decisionComment\": null, \"decidedByUserId\": null }" ``` ## POST `/staff/leave-requests/reject` Reject leave request Rejects a leave request with an optional comment. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "decisionComment": null, "decidedByUserId": null } ``` ### Responses **200** – Leave request rejected Content-Type: `application/json` ```json { "ok": true, "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/leave-requests/reject" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"decisionComment\": null, \"decidedByUserId\": null }" ``` ## GET `/staff/portal/time-reports` List the signed-in customer’s closed time reports Returns the closed, non-deleted `staff_time_reports` rows whose `customer_id` matches the portal session’s own customer entity, inside that session’s tenant and organization. Draft reports are never listed. The response carries hours only — no rate, cost, amount or currency — because `staff.timesheets.rates.view` is a staff feature a portal identity cannot hold. **Tags:** Staff Portal ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | ### Responses **200** – Closed reports for the signed-in customer Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "reference": "string", "title": "string", "periodFrom": "string", "periodTo": "string", "closedAt": null, "totalBillableMinutes": 1, "totalNonbillableMinutes": 1 } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` **401** – Not signed in to the portal Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **403** – The portal account is not linked to a customer Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/portal/time-reports?page=1&pageSize=20" \ -H "Accept: application/json" ``` ## GET `/staff/portal/time-reports/{id}` Read one closed time report belonging to the signed-in customer Loads the report by id **together with** the tenant, organization, customer and closed-status predicates, so a report belonging to another customer of the same organization answers 404. Returns the frozen minute totals per project; no rate, cost, amount or currency is present in the response. **Tags:** Staff Portal ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – The report Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "reference": "string", "title": "string", "periodFrom": "string", "periodTo": "string", "closedAt": null, "totalBillableMinutes": 1, "totalNonbillableMinutes": 1, "projects": [ { "timeProjectId": null, "projectName": null, "billableMinutes": 1, "nonbillableMinutes": 1 } ] } ``` **401** – Not signed in to the portal Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **403** – The portal account is not linked to a customer Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` **404** – No closed report with that id belongs to this customer Content-Type: `application/json` ```json { "ok": false, "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/portal/time-reports/00000000-0000-4000-8000-000000000000" \ -H "Accept: application/json" ``` ## DELETE `/staff/team-members` Delete team member Deletes a team member by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Team member deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/team-members" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/team-members` List team members Returns a paginated collection of team members scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | isActive | query | any | Optional | | teamId | query | any | Optional | | roleId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated team members Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "team_id": null, "display_name": null, "description": null, "user_id": null, "availability_rule_set_id": null, "is_active": null, "created_at": null, "updated_at": null, "user": null, "team": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/team-members?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/team-members` Create team member Creates a team member for staff assignments. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "teamId": null, "displayName": "string", "description": null, "userId": null, "roleIds": [], "tags": [], "availabilityRuleSetId": null } ``` ### Responses **201** – Team member created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/team-members" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"teamId\": null, \"displayName\": \"string\", \"description\": null, \"userId\": null, \"roleIds\": [], \"tags\": [], \"availabilityRuleSetId\": null }" ``` ## PUT `/staff/team-members` Update team member Updates a team member by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "teamId": null, "description": null, "userId": null, "availabilityRuleSetId": null } ``` ### Responses **200** – Team member updated Content-Type: `application/json` ```json { "ok": true, "updatedAt": null } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/team-members" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"teamId\": null, \"description\": null, \"userId\": null, \"availabilityRuleSetId\": null }" ``` ## GET `/staff/team-members/assignable` List staff members that can be assigned from customer flows Returns active staff members linked to auth users. Access requires either customers.roles.manage or customers.activities.manage. Owned by the staff module; consumed from customer flows via this canonical URL. Replaces the deprecated /api/customers/assignable-staff route. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | ### Responses **200** – Assignable staff members Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "teamMemberId": "00000000-0000-4000-8000-000000000000", "userId": "00000000-0000-4000-8000-000000000000", "displayName": "string", "email": null, "teamName": null, "user": null, "team": null } ], "total": 1, "totalPages": 1 } ``` **400** – Invalid request Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/team-members/assignable?page=1&pageSize=24" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/staff/team-members/self` Get current user team member profile Returns the staff team member linked to the current user, if any. **Tags:** Staff **Requires authentication.** ### Responses **200** – Team member profile Content-Type: `application/json` ```json { "member": null } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/team-members/self" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/team-members/self` Create current user team member profile Creates a team member profile for the signed-in user. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "displayName": "string", "description": null } ``` ### Responses **201** – Team member created Content-Type: `application/json` ```json { "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Already exists Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/team-members/self" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"displayName\": \"string\", \"description\": null }" ``` ## POST `/staff/team-members/tags/assign` Assign team member tag Assigns a tag to a staff team member. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "memberId": "00000000-0000-4000-8000-000000000000", "tag": "string" } ``` ### Responses **201** – Tag assignment created Content-Type: `application/json` ```json { "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/team-members/tags/assign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"memberId\": \"00000000-0000-4000-8000-000000000000\", \"tag\": \"string\" }" ``` ## POST `/staff/team-members/tags/unassign` Unassign team member tag Removes a tag from a staff team member. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "memberId": "00000000-0000-4000-8000-000000000000", "tag": "string" } ``` ### Responses **200** – Tag assignment removed Content-Type: `application/json` ```json { "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/team-members/tags/unassign" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"memberId\": \"00000000-0000-4000-8000-000000000000\", \"tag\": \"string\" }" ``` ## DELETE `/staff/team-roles` Delete team role Deletes a team role by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Team role deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/team-roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/team-roles` List team roles Returns a paginated collection of team roles scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | teamId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated team roles Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "team_id": null, "name": null, "description": null, "appearance_icon": null, "appearance_color": null, "created_at": null, "updated_at": null, "team": null, "memberCount": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/team-roles?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/team-roles` Create team role Creates a team role for staff team members. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "teamId": null, "name": "string", "description": null, "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **201** – Team role created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/team-roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"teamId\": null, \"name\": \"string\", \"description\": null, \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## PUT `/staff/team-roles` Update team role Updates a team role by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "teamId": null, "description": null, "appearanceIcon": null, "appearanceColor": null } ``` ### Responses **200** – Team role updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/team-roles" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"teamId\": null, \"description\": null, \"appearanceIcon\": null, \"appearanceColor\": null }" ``` ## DELETE `/staff/teams` Delete team Deletes a staff team by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Team deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/teams" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/teams` List teams Returns a paginated collection of teams scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | search | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | isActive | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated teams Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "name": null, "description": null, "is_active": null, "created_at": null, "updated_at": null, "memberCount": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/teams?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/teams` Create team Creates a staff team. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "name": "string", "description": null } ``` ### Responses **201** – Team created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/teams" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\", \"description\": null }" ``` ## PUT `/staff/teams` Update team Updates a staff team by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "description": null } ``` ### Responses **200** – Team updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/teams" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"description\": null }" ``` ## POST `/staff/timesheets/access-requests` Request time tracking project access Notifies every holder of staff.timesheets.projects.manage in the caller scope that a team member asked for project access. Omitting timeProjectId sends a general request from the no-assignments empty state. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "timeProjectId": null } ``` ### Responses **200** – Access request accepted (deduplicated when an identical request is still pending) Content-Type: `application/json` ```json { "ok": true, "deduplicated": true } ``` **400** – Invalid request body or missing organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.view Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/access-requests" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"timeProjectId\": null }" ``` ## GET `/staff/timesheets/my-projects` List assigned time project memberships for the current user Returns staff_time_project_members where the authenticated user is an active member. Used by the My Timesheets grid to resolve assigned project IDs (spec N+1 mitigation query 1). **Tags:** Staff **Requires authentication.** ### Responses **200** – Assigned project memberships Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "time_project_id": "00000000-0000-4000-8000-000000000000", "staff_member_id": "00000000-0000-4000-8000-000000000000", "role": null, "status": null, "assigned_start_date": null, "assigned_end_date": null, "show_in_grid": true } ], "total": 1 } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – No staff member linked Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/my-projects" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PATCH `/staff/timesheets/my-projects/{projectId}` Toggle grid visibility for one of the caller's assigned time projects Self-service endpoint. Only the authenticated user can toggle `show_in_grid` on their own active membership for the given project. Does not require the admin-only `staff.timesheets.projects.manage` feature. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | projectId | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "showInGrid": true } ``` ### Responses **200** – Visibility updated Content-Type: `application/json` ```json { "ok": true, "showInGrid": true } ``` **400** – Invalid input Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – No staff member linked Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Project membership not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/staff/timesheets/my-projects/:projectId" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"showInGrid\": true }" ``` ## GET `/staff/timesheets/my-work` Today, this week and this month for the calling staff member One aggregate for the time tracking landing page: day/week/month/non-billable totals with working-day targets, today’s entries, the caller’s projects with budget burn, and the tasks they last logged against. Always scoped to the caller — there is no way to ask about another person. Rate and amount-budget fields are present only for holders of `staff.timesheets.rates.view`. **Tags:** Staff **Requires authentication.** ### Responses **200** – My work summary Content-Type: `application/json` ```json { "staffMember": null, "today": "string", "kpis": { "todayMinutes": 1, "weekMinutes": 1, "monthMinutes": 1, "monthNonBillableMinutes": 1, "dailyTargetMinutes": null, "weekTargetMinutes": null, "monthTargetMinutes": null, "weekWorkingDays": 1, "monthWorkingDays": 1, "nonBillableSharePercent": null }, "entries": [ { "id": "00000000-0000-4000-8000-000000000000", "date": "string", "taskId": null, "taskTitle": null, "timeProjectId": null, "projectName": null, "description": null, "startedAt": null, "endedAt": null, "durationMinutes": 1, "isBillable": true, "isLocked": true } ], "projects": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "code": null, "color": null, "customerName": null, "myMinutes": 1, "totalMinutes": 1, "hourlyRate": null, "currencyCode": null, "budget": null } ], "recentTasks": [ { "id": "00000000-0000-4000-8000-000000000000", "title": "string", "timeProjectId": "00000000-0000-4000-8000-000000000000", "projectName": null } ] } ``` **400** – Missing scope Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Aggregation failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/my-work" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/staff/timesheets/projects/kpis` Aggregate KPIs for the timesheets Projects page Returns a role-aware KPI payload. Users with `staff.timesheets.projects.manage` get the PM shape (portfolio totals, monthly team hours, active team member count). Other viewers get the Collaborator shape scoped to their own memberships and hours. **Tags:** Staff **Requires authentication.** ### Responses **200** – PM or Collaborator KPIs Content-Type: `application/json` ```json { "role": "pm", "totals": { "total": 1, "active": 1, "onHold": 1, "completed": 1 }, "hoursWeek": { "current": 1, "previous": 1, "deltaPct": null }, "hoursMonth": { "current": 1, "previous": 1, "deltaPct": null }, "teamActive": { "count": 1 }, "assignedToMe": { "total": 1, "active": 1 } } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing viewing feature or no staff member linked Content-Type: `application/json` ```json { "error": "string" } ``` **500** – Aggregation failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/projects/kpis" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/staff/timesheets/reports` Delete timereport Soft-deletes a draft report. A closed report is refused with 409 report_closed, because deleting it would strand the entries it froze. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeReport deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/reports" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/reports` List time reports Returns a paginated collection of time reports scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | q | query | any | Optional | | id | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | customerId | query | any | Optional | | status | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated time reports Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "customer_id": null, "customer_snapshot": null, "reference": null, "title": null, "period_kind": null, "period_from": null, "period_to": null, "currency_code": null, "grouping": null, "nonbillable_mode": null, "include_already_reported": null, "show_rates": null, "rounding_unit_minutes": null, "rounding_direction": null, "status": null, "total_billable_minutes": null, "total_nonbillable_minutes": null, "total_amount": null, "closed_at": null, "closed_by_user_id": null, "created_by_user_id": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/reports?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/reports` Create timereport Creates a draft customer report and allocates its RAP-- reference. Every selected project must belong to `customerId` and the projects must agree on a currency; a mismatch is refused with 422 report_currency_conflict naming the offenders. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "customerId": "00000000-0000-4000-8000-000000000000", "title": "string", "periodKind": "week", "periodFrom": "2025-01-01T00:00:00.000Z", "periodTo": "2025-01-01T00:00:00.000Z", "grouping": "project_task", "nonbillableMode": "separate", "includeAlreadyReported": false, "showRates": true, "timeProjectIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Responses **201** – TimeReport created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/reports" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"customerId\": \"00000000-0000-4000-8000-000000000000\", \"title\": \"string\", \"periodKind\": \"week\", \"periodFrom\": \"2025-01-01T00:00:00.000Z\", \"periodTo\": \"2025-01-01T00:00:00.000Z\", \"grouping\": \"project_task\", \"nonbillableMode\": \"separate\", \"includeAlreadyReported\": false, \"showRates\": true, \"timeProjectIds\": [ \"00000000-0000-4000-8000-000000000000\" ] }" ``` ## PUT `/staff/timesheets/reports` Update timereport Updates a draft report. A closed report is refused with 409 report_closed — unlock it first. Replacing `timeProjectIds` re-asserts the single-customer and single-currency rules. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeReport updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/reports" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## POST `/staff/timesheets/reports/{id}/close` Close and lock a customer report Freezes the report: writes one staff_time_report_entries snapshot per covered entry (raw minutes, rounded minutes, rate, currency, amount, billable), stamps locked_report_id / locked_at on entries that are not already locked by an earlier report, freezes the report totals and appends a `closed` event — all in one transaction. Exporting never locks; this endpoint is the only thing that does. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Report closed Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "status": "closed", "lockedEntryCount": 1, "totalAmount": 1, "totalBillableMinutes": 1, "totalNonbillableMinutes": 1 } ``` **400** – Missing report id or scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.lock, or refused by a registered report approval policy Content-Type: `application/json` **404** – Report not found or not accessible Content-Type: `application/json` **409** – Report is already closed (report_closed) Content-Type: `application/json` **422** – Report covers no entries (report_empty) Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/reports/:id/close" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/staff/timesheets/reports/{id}/export` Export a customer report Renders the report as `pdf` (mirrors the on-screen sheet, client-facing), `csv` or `xlsx` (raw accounting columns: date, project, task, person, description, raw and rounded minutes, billable, rate, amount). Honours the report grouping — overridable per request with `?grouping=` — plus its filters, rounding and currency. Appends an `exported` report event; exporting never locks entries. Rates and amounts are omitted for a caller without staff.timesheets.rates.view. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | format | query | any | Required | | grouping | query | any | Optional | ### Responses **200** – The rendered report file Content-Type: `application/json` **400** – Unsupported format Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.reports.view Content-Type: `application/json` **404** – Report not found or not accessible Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/reports/:id/export?format=pdf" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/staff/timesheets/reports/{id}/sheet` Read a customer report sheet Returns the report header, the grouped sheet, the raw entry rows and the close/unlock/export history. A draft is computed live; a closed report is rebuilt from its own frozen snapshots so a later rounding or rate change cannot restate it. `?grouping=project_task|project_person|project_day` re-groups the same numbers without persisting the choice — the grand total is invariant under it (D-7). Amounts are omitted for a caller without staff.timesheets.rates.view. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Report sheet Content-Type: `application/json` ```json { "report": { "id": "00000000-0000-4000-8000-000000000000", "reference": "string", "title": "string", "status": "draft", "currencyCode": null, "periodFrom": null, "periodTo": null, "showRates": true }, "totals": { "entryCount": 1, "billableMinutes": 1, "nonbillableMinutes": 1, "totalAmount": null }, "rowCount": 1, "rowsTruncated": true } ``` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.reports.view Content-Type: `application/json` **404** – Report not found or not accessible Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/reports/:id/sheet" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/reports/{id}/unlock` Unlock a closed customer report Clears locked_report_id / locked_at on every entry this report froze, removes its freeze records so a previously billed hour stops being counted as already reported, returns the report to draft and appends an `unlocked` event carrying the reason, the actor and the totals that were frozen. The reason is mandatory. Requires staff.timesheets.reports.unlock, which is deliberately separate from staff.timesheets.lock. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "reason": "string" } ``` ### Responses **200** – Report unlocked Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "status": "draft", "unlockedEntryCount": 1 } ``` **400** – Missing or empty reason Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.reports.unlock, or refused by a registered report approval policy Content-Type: `application/json` **404** – Report not found or not accessible Content-Type: `application/json` **409** – Report is not closed (report_not_closed) Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/reports/:id/unlock" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"reason\": \"string\" }" ``` ## POST `/staff/timesheets/reports/preview` Preview a customer report Computes report totals for a project selection and period WITHOUT persisting anything. Powers the live per-project numbers and the range summary of the report config screen. Money is rounded at the entry and summed upward (D-7), so the grand total does not change when the grouping changes. Entries already frozen in a closed report are excluded unless `includeAlreadyReported` is set, and are reported as `alreadyReportedCount` / `alreadyReportedMinutes` / `alreadyReportedIn` either way (D-5). Amounts and rates are omitted for a caller without staff.timesheets.rates.view. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "customerId": null, "periodKind": "custom", "periodFrom": "2025-01-01T00:00:00.000Z", "periodTo": "2025-01-01T00:00:00.000Z", "grouping": "project_task", "nonbillableMode": "separate", "includeAlreadyReported": false, "showRates": true, "timeProjectIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Responses **200** – Computed totals Content-Type: `application/json` ```json { "currencyCode": null, "grouping": "string", "nonbillableMode": "separate", "includeAlreadyReported": true, "showRates": true, "projects": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "hourlyRate": null, "currencyCode": null, "entryCount": 1, "billableMinutes": 1, "nonbillableMinutes": 1, "amount": null } ], "groups": [ { "key": "string", "kind": "project", "label": "string", "rate": null, "minutes": 1, "amount": 1, "entryCount": 1, "lines": [ { "key": "string", "label": "string", "minutes": 1, "rate": null, "amount": 1, "entryCount": 1, "hasOverride": true, "children": [] } ] } ], "totals": { "entryCount": 1, "billableMinutes": 1, "nonbillableMinutes": 1, "totalAmount": null }, "alreadyReportedCount": 1, "alreadyReportedMinutes": 1, "alreadyReportedIn": [ { "reportId": "00000000-0000-4000-8000-000000000000", "reference": null, "title": null, "entryCount": 1, "minutes": 1 } ], "rounding": { "unitMinutes": 1, "direction": "string" } } ``` **400** – Invalid body or missing scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.reports.view Content-Type: `application/json` **422** – Selected projects disagree on a currency, or one is not accessible Content-Type: `application/json` ```json { "code": "report_currency_conflict", "error": "string", "currencies": [ "string" ], "offenders": [ { "id": "00000000-0000-4000-8000-000000000000", "name": "string", "currencyCode": null } ] } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/reports/preview" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"customerId\": null, \"periodKind\": \"custom\", \"periodFrom\": \"2025-01-01T00:00:00.000Z\", \"periodTo\": \"2025-01-01T00:00:00.000Z\", \"grouping\": \"project_task\", \"nonbillableMode\": \"separate\", \"includeAlreadyReported\": false, \"showRates\": true, \"timeProjectIds\": [ \"00000000-0000-4000-8000-000000000000\" ] }" ``` ## GET `/staff/timesheets/settings` Read time tracking settings **Tags:** Staff **Requires authentication.** ### Responses **200** – Tenant time tracking settings Content-Type: `application/json` ```json { "rounding": { "unitMinutes": 0, "direction": "up" }, "defaults": { "billable": true, "chainStartFromPreviousEnd": true }, "targets": { "dailyHours": 8 }, "warnings": { "overlap": true, "runningTimer": true }, "access": { "assignmentGraceDays": 14 } } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## PUT `/staff/timesheets/settings` Update time tracking settings **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "rounding": { "unitMinutes": 0, "direction": "up" }, "defaults": { "billable": true, "chainStartFromPreviousEnd": true }, "targets": { "dailyHours": 8 }, "warnings": { "overlap": true, "runningTimer": true }, "access": { "assignmentGraceDays": 14 } } ``` ### Responses **200** – Updated time tracking settings Content-Type: `application/json` ```json { "rounding": { "unitMinutes": 0, "direction": "up" }, "defaults": { "billable": true, "chainStartFromPreviousEnd": true }, "targets": { "dailyHours": 8 }, "warnings": { "overlap": true, "runningTimer": true }, "access": { "assignmentGraceDays": 14 } } ``` **400** – Invalid request body Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.settings.manage Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/settings" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"rounding\": { \"unitMinutes\": 0, \"direction\": \"up\" }, \"defaults\": { \"billable\": true, \"chainStartFromPreviousEnd\": true }, \"targets\": { \"dailyHours\": 8 }, \"warnings\": { \"overlap\": true, \"runningTimer\": true }, \"access\": { \"assignmentGraceDays\": 14 } }" ``` ## POST `/staff/timesheets/settings/reapply-rounding` Queue a retroactive rounding job Enqueues a `ProgressJob` that recomputes `rounded_minutes` on existing time entries under the tenant’s current rounding rule. Entries locked into a closed report are excluded — a billed amount is never restated. Returns `202` with `progressJobId`, or `200` with a null job id when there is nothing to restate. **Tags:** Staff **Requires authentication.** ### Responses **200** – Nothing to restate Content-Type: `application/json` ```json { "ok": true, "progressJobId": null, "candidateCount": 1 } ``` **202** – Job queued Content-Type: `application/json` ```json { "ok": true, "progressJobId": null, "candidateCount": 1 } ``` **400** – Missing scope Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing staff.timesheets.settings.manage Content-Type: `application/json` **500** – Queueing failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/settings/reapply-rounding" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## GET `/staff/timesheets/settings/rounding-impact` Project the billing impact of a rounding rule over a recent window Answers what the last `windowDays` (default 90) would have billed under a candidate rounding rule, before it is saved. Entries already locked into a closed report are excluded from the projection — they cannot be restated — and reported separately as `lockedEntryCount`. Rounding is applied per entry (D-7) through the same helper the write path uses. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | unitMinutes | query | any | Optional | | direction | query | any | Optional | | windowDays | query | any | Optional | ### Responses **200** – Rounding impact projection Content-Type: `application/json` ```json { "windowDays": 1, "from": "string", "to": "string", "rounding": { "unitMinutes": 0, "direction": "up" }, "projected": { "entryCount": 1, "rawMinutes": 1, "roundedMinutes": 1, "deltaMinutes": 1 }, "current": { "entryCount": 1, "rawMinutes": 1, "roundedMinutes": 1, "deltaMinutes": 1 }, "lockedEntryCount": 1 } ``` **400** – Invalid request or missing scope Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Missing staff.timesheets.settings.manage Content-Type: `application/json` **500** – Projection failure Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/settings/rounding-impact" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## DELETE `/staff/timesheets/tags` Delete timetag Soft-deletes a tag and removes every task and time entry assignment it had, reporting how many of each were removed. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeTag deleted Content-Type: `application/json` ```json { "ok": true, "removedTaskAssignments": 1, "removedEntryAssignments": 1 } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/tags` List time tags Returns a paginated collection of time tags scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | q | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated time tags Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "slug": null, "label": null, "color": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/tags?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/tags` Create timetag Creates a time tracking tag. The slug is unique per organization and tenant; a collision answers 409 with fieldErrors.slug. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "slug": "string", "label": "string", "color": null } ``` ### Responses **201** – TimeTag created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"slug\": \"string\", \"label\": \"string\", \"color\": null }" ``` ## PUT `/staff/timesheets/tags` Update timetag Renames, re-slugs or recolours a tag. A slug collision answers 409 with fieldErrors.slug. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "color": null } ``` ### Responses **200** – TimeTag updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/tags" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"color\": null }" ``` ## DELETE `/staff/timesheets/tags/entry-assignments` Unassign tags from a time entry Removes tags from a time entry. Idempotent — a tag the entry does not carry comes back in notAssignedTagIds. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "timeEntryId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Responses **200** – Tags unassigned Content-Type: `application/json` ```json { "timeEntryId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ], "removedTagIds": [ "00000000-0000-4000-8000-000000000000" ], "notAssignedTagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` **400** – Invalid payload or missing organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.tasks.manage Content-Type: `application/json` **404** – Time entry not found or not accessible Content-Type: `application/json` **409** – Time entry locked in a closed report Content-Type: `application/json` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/tags/entry-assignments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"timeEntryId\": \"00000000-0000-4000-8000-000000000000\", \"tagIds\": [ \"00000000-0000-4000-8000-000000000000\" ] }" ``` ## POST `/staff/timesheets/tags/entry-assignments` Assign tags to a time entry Adds tags to a time entry. Idempotent — a tag the entry already carries comes back in alreadyAssignedTagIds. Refused with 404 when the entry is outside the caller's project access, and with 409 when it is locked in a closed report. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "timeEntryId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Responses **200** – Tags assigned Content-Type: `application/json` ```json { "timeEntryId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ], "assignedTagIds": [ "00000000-0000-4000-8000-000000000000" ], "alreadyAssignedTagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` **400** – Invalid payload or missing organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.tasks.manage Content-Type: `application/json` **404** – Time entry not found or not accessible Content-Type: `application/json` **409** – Time entry locked in a closed report Content-Type: `application/json` **422** – Unknown tag ids Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/tags/entry-assignments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"timeEntryId\": \"00000000-0000-4000-8000-000000000000\", \"tagIds\": [ \"00000000-0000-4000-8000-000000000000\" ] }" ``` ## DELETE `/staff/timesheets/tags/task-assignments` Unassign tags from a task Removes tags from a task. Idempotent — a tag the task does not carry comes back in notAssignedTagIds instead of failing. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "taskId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Responses **200** – Tags unassigned Content-Type: `application/json` ```json { "taskId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ], "removedTagIds": [ "00000000-0000-4000-8000-000000000000" ], "notAssignedTagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` **400** – Invalid payload or missing organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.tasks.manage Content-Type: `application/json` **404** – Task not found or not accessible Content-Type: `application/json` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/tags/task-assignments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"taskId\": \"00000000-0000-4000-8000-000000000000\", \"tagIds\": [ \"00000000-0000-4000-8000-000000000000\" ] }" ``` ## POST `/staff/timesheets/tags/task-assignments` Assign tags to a task Adds tags to a task. Idempotent — a tag the task already carries comes back in alreadyAssignedTagIds instead of failing. Refused with 404 when the task is outside the caller's project access. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "taskId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Responses **200** – Tags assigned Content-Type: `application/json` ```json { "taskId": "00000000-0000-4000-8000-000000000000", "tagIds": [ "00000000-0000-4000-8000-000000000000" ], "assignedTagIds": [ "00000000-0000-4000-8000-000000000000" ], "alreadyAssignedTagIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` **400** – Invalid payload or missing organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.tasks.manage Content-Type: `application/json` **404** – Task not found or not accessible Content-Type: `application/json` **422** – Unknown tag ids Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/tags/task-assignments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"taskId\": \"00000000-0000-4000-8000-000000000000\", \"tagIds\": [ \"00000000-0000-4000-8000-000000000000\" ] }" ``` ## DELETE `/staff/timesheets/task-statuses` Delete timetaskstatus Soft-deletes a Kanban column. Refused with 409 when it is the project's last column or still holds tasks. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeTaskStatus deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/task-statuses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/task-statuses` List time task statuses Returns the Kanban columns of the projects the caller can see. A caller without `staff.timesheets.projects.manage` is narrowed to the projects they are an active member of, so `timeProjectId` can only ever select a board they already have access to. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | timeProjectId | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated time task statuses Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "time_project_id": null, "name": null, "slug": null, "color": null, "position": null, "is_default": null, "is_done": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/task-statuses?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/task-statuses` Create timetaskstatus Creates a Kanban column on a time project. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "timeProjectId": "00000000-0000-4000-8000-000000000000", "name": "string", "color": null } ``` ### Responses **201** – TimeTaskStatus created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/task-statuses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"timeProjectId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\", \"color\": null }" ``` ## PUT `/staff/timesheets/task-statuses` Update timetaskstatus Updates a Kanban column. Supplying `position` re-orders the board; the last default column cannot be unset and the last done column cannot be cleared. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "color": null } ``` ### Responses **200** – TimeTaskStatus updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/task-statuses" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"color\": null }" ``` ## DELETE `/staff/timesheets/tasks` Delete timetask Soft-deletes a task. Deleting a parent soft-deletes its subtasks in the same transaction; time entries keep pointing at the deleted task so closed reports still resolve their labels. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeTask deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/tasks" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/tasks` List time tasks Returns a paginated collection of time tasks scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | q | query | any | Optional | | reference | query | any | Optional | | id | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | timeProjectId | query | any | Optional | | taskStatusId | query | any | Optional | | assigneeStaffMemberId | query | any | Optional | | parentTaskId | query | any | Optional | | tagIds | query | any | Optional | | topLevelOnly | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated time tasks Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "time_project_id": null, "parent_task_id": null, "task_status_id": null, "sequence_number": null, "reference": null, "title": null, "description": null, "assignee_staff_member_id": null, "position": null, "created_by_user_id": null, "closed_at": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/tasks?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/tasks` Create timetask Creates a task. Only `title` is required beyond scoping and `timeProjectId`: the task lands on the project default column with the creator assigned unless the request says otherwise. Supplying `parentTaskId` creates a subtask; a parent that is itself a subtask is refused with 400 subtask_depth_exceeded. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "timeProjectId": "00000000-0000-4000-8000-000000000000", "parentTaskId": null, "taskStatusId": null, "title": "string", "description": null, "assigneeStaffMemberId": null } ``` ### Responses **201** – TimeTask created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/tasks" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"timeProjectId\": \"00000000-0000-4000-8000-000000000000\", \"parentTaskId\": null, \"taskStatusId\": null, \"title\": \"string\", \"description\": null, \"assigneeStaffMemberId\": null }" ``` ## PUT `/staff/timesheets/tasks` Update timetask Updates a task. Re-parenting under a subtask, or turning a task that already has subtasks into one, is refused with 400 subtask_depth_exceeded; moving a task to another project is refused with 400 task_project_move_unsupported. Moving into a done column stamps closed_at, moving out clears it. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "parentTaskId": null, "description": null, "assigneeStaffMemberId": null } ``` ### Responses **200** – TimeTask updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/tasks" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"parentTaskId\": null, \"description\": null, \"assigneeStaffMemberId\": null }" ``` ## DELETE `/staff/timesheets/tasks/{id}/comments` Delete a task comment Soft-deletes a comment so its audit trail survives. Only the comment author may delete, unless the caller holds staff.timesheets.manage_all. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Comment deleted Content-Type: `application/json` ```json { "ok": true } ``` **400** – Missing comment id, task id or organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Not the author and missing staff.timesheets.manage_all Content-Type: `application/json` **404** – Task or comment not found or not accessible Content-Type: `application/json` **409** – Optimistic lock conflict Content-Type: `application/json` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/tasks/:id/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/tasks/{id}/comments` List task comments Returns the task comment thread oldest-first, with the author display name resolved for rendering. Answers 404 — identical to a task that does not exist — when the task belongs to a project the caller cannot see. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | page | query | any | Optional | | pageSize | query | any | Optional | ### Responses **200** – Comment thread Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "taskId": "00000000-0000-4000-8000-000000000000", "body": "string", "authorUserId": null, "authorName": null, "authorEmail": null, "createdAt": null, "updatedAt": null } ], "total": 1, "page": 1, "pageSize": 1, "totalPages": 1 } ``` **400** – Missing task id or organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.tasks.view Content-Type: `application/json` **404** – Task not found or not accessible Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/tasks/:id/comments?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/tasks/{id}/comments` Post a task comment Adds a comment to the task. The author is stamped from the authenticated caller — an authorUserId supplied by the client is ignored. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "body": "string" } ``` ### Responses **201** – Comment created Content-Type: `application/json` ```json { "id": null, "taskId": "00000000-0000-4000-8000-000000000000", "authorUserId": null } ``` **400** – Invalid payload, missing task id or organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.tasks.manage Content-Type: `application/json` **404** – Task not found or not accessible Content-Type: `application/json` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/tasks/:id/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"body\": \"string\" }" ``` ## PUT `/staff/timesheets/tasks/{id}/comments` Edit a task comment Updates a comment body. Only the comment author may edit, unless the caller holds staff.timesheets.manage_all. Honours the optimistic-lock header. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "body": "string" } ``` ### Responses **200** – Comment updated Content-Type: `application/json` ```json { "ok": true } ``` **400** – Invalid payload, missing task id or organization scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Not the author and missing staff.timesheets.manage_all Content-Type: `application/json` **404** – Task or comment not found or not accessible Content-Type: `application/json` **409** – Optimistic lock conflict Content-Type: `application/json` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/tasks/:id/comments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"body\": \"string\" }" ``` ## PATCH `/staff/timesheets/tasks/{id}/status` Move a task to another board column Moves a task to the requested status column and slot. `position` is optional — omitting it appends the task to the end of the target column, which is what the drawer subtask tick does. The target status must belong to the task project (422 otherwise). Landing on a done column stamps `closedAt`, leaving one clears it. Send the record version in `x-om-ext-optimistic-lock-expected-updated-at`: a stale version answers 409 so an optimistic board can roll the card back to its origin column. Emits `staff.timesheets.time_task.status_changed`, which is bridged to connected boards. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "taskStatusId": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – Task moved Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "timeProjectId": "00000000-0000-4000-8000-000000000000", "previousTaskStatusId": null, "taskStatusId": "00000000-0000-4000-8000-000000000000", "position": null, "closedAt": null, "updatedAt": null } ``` **400** – Invalid task id or body Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.tasks.manage Content-Type: `application/json` **404** – Task not found, or not on a project the caller can see Content-Type: `application/json` **409** – The task changed since the version the caller sent Content-Type: `application/json` ```json { "code": "optimistic_lock_conflict", "error": "string", "currentUpdatedAt": "string", "expectedUpdatedAt": "string" } ``` **422** – The target column does not belong to this project Content-Type: `application/json` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/staff/timesheets/tasks/:id/status" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"taskStatusId\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## DELETE `/staff/timesheets/time-entries` Delete timeentry Deletes a time entry by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeEntry deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/time-entries" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/time-entries` List timeentries Returns a paginated collection of timeentries scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | staffMemberId | query | any | Optional | | from | query | any | Optional | | to | query | any | Optional | | projectId | query | any | Optional | | taskId | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | running | query | any | Optional | | billable | query | any | Optional | | locked | query | any | Optional | | q | query | any | Optional | | customerId | query | any | Optional | | tagIds | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated timeentries Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "staff_member_id": null, "date": null, "duration_minutes": null, "rounded_minutes": null, "started_at": null, "ended_at": null, "notes": null, "time_project_id": null, "task_id": null, "customer_id": null, "deal_id": null, "order_id": null, "is_billable": null, "rate_override_amount": null, "rate_currency_code": null, "locked_report_id": null, "locked_at": null, "source": null, "created_at": null, "updated_at": null, "description": null, "roundedMinutes": null, "lockedReportId": null, "cost": null, "currencyCode": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/time-entries?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/time-entries` Create timeentry Creates a time entry for a staff member. The note is accepted under either `notes` or `description` (`description` wins when both are sent). `roundedMinutes` is derived from the tenant rounding rule at write time and stored; `isBillable` falls back to the project default then the tenant default; `rateCurrencyCode` snapshots the project currency. `tagIds` is applied through the tag assignment command. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "staffMemberId": "00000000-0000-4000-8000-000000000000", "date": "2025-01-01T00:00:00.000Z", "durationMinutes": 1, "startedAt": null, "endedAt": null, "timeProjectId": null, "customerId": null, "dealId": null, "orderId": null, "notes": null, "source": "manual", "taskId": null, "description": null, "rateOverrideAmount": null } ``` ### Responses **201** – TimeEntry created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"staffMemberId\": \"00000000-0000-4000-8000-000000000000\", \"date\": \"2025-01-01T00:00:00.000Z\", \"durationMinutes\": 1, \"startedAt\": null, \"endedAt\": null, \"timeProjectId\": null, \"customerId\": null, \"dealId\": null, \"orderId\": null, \"notes\": null, \"source\": \"manual\", \"taskId\": null, \"description\": null, \"rateOverrideAmount\": null }" ``` ## PUT `/staff/timesheets/time-entries` Update timeentry Updates a time entry by id. `durationMinutes`, `startedAt` and `endedAt` are reconciled so the stored set never contradicts itself: sending both clocks recomputes the duration from them (a duration sent alongside is advisory), sending one clock with a duration derives the other clock, and sending only a duration shifts `endedAt` while `startedAt` anchors. An `endedAt` earlier than its `startedAt` is stored on the next calendar day (a midnight crossing) and `date` still names the day the work started. Any change to the effective duration recomputes the stored rounded minutes from the tenant rounding rule; changing the project re-snapshots the currency. `tagIds` replaces the entry tag set through the tag assignment commands, which refuse an entry locked in a closed report. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "startedAt": null, "endedAt": null, "timeProjectId": null, "customerId": null, "dealId": null, "orderId": null, "notes": null, "taskId": null, "description": null, "rateOverrideAmount": null } ``` ### Responses **200** – TimeEntry updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/time-entries" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"startedAt\": null, \"endedAt\": null, \"timeProjectId\": null, \"customerId\": null, \"dealId\": null, \"orderId\": null, \"notes\": null, \"taskId\": null, \"description\": null, \"rateOverrideAmount\": null }" ``` ## POST `/staff/timesheets/time-entries/{id}/duplicate` Duplicate a time entry US-D6. Copies an existing time entry, carrying its task, project, description, billable flag and rate override across. `date` and `durationMinutes` override the copy without a second request; `tagIds` sets the copy tag set (the caller passes the source tags it already holds from the list response). The copy is written through the create command, so ownership, project access, the billable and currency defaults, and the tenant rounding rule apply to it exactly as they do to a hand-made entry. A source locked into a closed report is refused with 409 `time_entry_locked`; a source the caller cannot see answers 404. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json {} ``` ### Responses **201** – Copy created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "sourceId": "00000000-0000-4000-8000-000000000000" } ``` **400** – Invalid body or missing scope Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.manage_own Content-Type: `application/json` **404** – Time entry not found, deleted, or outside the caller project access Content-Type: `application/json` **409** – The source entry is locked into a closed report; nothing was copied Content-Type: `application/json` ```json { "code": "time_entry_locked", "error": "string", "lockedReportId": null, "lockedEntryIds": [ "00000000-0000-4000-8000-000000000000" ], "lockedReportIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries/:id/duplicate" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{}" ``` ## POST `/staff/timesheets/time-entries/{id}/segments` Add a segment to a time entry Creates a new work or break segment for the specified time entry. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "timeEntryId": "00000000-0000-4000-8000-000000000000", "startedAt": "2025-01-01T00:00:00.000Z", "endedAt": null, "segmentType": "work" } ``` ### Responses **201** – Segment created Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "timeEntryId": "00000000-0000-4000-8000-000000000000", "startedAt": "string", "endedAt": null, "segmentType": "work", "createdAt": "string" } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Time entry not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries/:id/segments" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"timeEntryId\": \"00000000-0000-4000-8000-000000000000\", \"startedAt\": \"2025-01-01T00:00:00.000Z\", \"endedAt\": null, \"segmentType\": \"work\" }" ``` ## PATCH `/staff/timesheets/time-entries/{id}/segments/{segmentId}` Update a time entry segment Updates fields on an existing time entry segment (startedAt, endedAt, segmentType). **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | segmentId | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "endedAt": null } ``` ### Responses **200** – Segment updated successfully Content-Type: `application/json` ```json { "ok": true, "item": { "id": "string", "timeEntryId": "string", "startedAt": "string", "endedAt": null, "segmentType": "work", "createdAt": "string", "updatedAt": "string" } } ``` **400** – Invalid payload or missing segment id Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Segment not found Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X PATCH "https://crm.textunited.com/api/staff/timesheets/time-entries/:id/segments/:segmentId" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"endedAt\": null }" ``` ## POST `/staff/timesheets/time-entries/{id}/timer-start` Start timer for a time entry Starts the timer on a time entry by setting startedAt and creating an initial work segment. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Timer started Content-Type: `application/json` ```json { "ok": true } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Time entry not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Timer already started, another timer is already running for this staff member, or the entry is locked in a closed report (code time_entry_locked) Content-Type: `application/json` ```json { "error": "string", "lockedReportId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries/:id/timer-start" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/time-entries/{id}/timer-stop` Stop timer for a time entry Stops the active timer segment, recalculates total work duration in minutes, and updates the time entry. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Responses **200** – Timer stopped Content-Type: `application/json` ```json { "ok": true, "durationMinutes": 1 } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **404** – Time entry not found Content-Type: `application/json` ```json { "error": "string" } ``` **409** – No active timer segment, or the entry is locked in a closed report (code time_entry_locked) Content-Type: `application/json` ```json { "error": "string", "lockedReportId": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries/:id/timer-stop" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/time-entries/bulk` Bulk save time entries Creates, updates, or soft-deletes multiple time entries in a single request. Entries with durationMinutes=0 and an existing id are soft-deleted. A row may name a taskId and let timeProjectId follow from it; task, description/notes precedence, isBillable defaulting, the rate override and the project currency snapshot follow the single-entry path exactly. tagIds is rejected with 422 — tags are edited from the time entry itself so their audit trail and undo stay intact. The whole batch is rejected with 409 time_entry_locked when any row targets — by id, or by landing on its (project, date) cell — an entry frozen in a closed report. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "entries": [ { "id": null, "date": "2025-01-01T00:00:00.000Z", "timeProjectId": null, "durationMinutes": 1, "notes": null, "taskId": null, "description": null, "rateOverrideAmount": null } ] } ``` ### Responses **200** – Bulk save completed Content-Type: `application/json` ```json { "ok": true, "created": 1, "updated": 1, "deleted": 1 } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` **409** – One or more rows target a time entry locked in a closed report; nothing was saved Content-Type: `application/json` ```json { "code": "time_entry_locked", "error": "string", "lockedReportId": null, "lockedEntryIds": [ "00000000-0000-4000-8000-000000000000" ], "lockedReportIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` **422** – Validation error Content-Type: `application/json` ```json { "ok": false, "errors": [ { "path": "string", "message": "string" } ] } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries/bulk" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"entries\": [ { \"id\": null, \"date\": \"2025-01-01T00:00:00.000Z\", \"timeProjectId\": null, \"durationMinutes\": 1, \"notes\": null, \"taskId\": null, \"description\": null, \"rateOverrideAmount\": null } ] }" ``` ## POST `/staff/timesheets/time-entries/copy-day` Copy a day of time entries US-D6, screen 1 note 5. Copies every unlocked time entry the caller owns on `fromDate` onto `toDate` as editable drafts, and returns the created rows so they can be reviewed and corrected. Which day is "the previous working day" is the caller decision — this endpoint takes explicit dates and applies no weekend or holiday rule. A source entry locked into a closed report is skipped and reported in `skipped[]` with the shared `time_entry_locked` code (nothing is written to it, so the batch is not failed). The request is refused with 409 `copy_day_target_not_empty` when the target day already holds entries, so a repeated call cannot silently double a day; pass `allowDuplicates: true` to add the copies anyway. `staffMemberId` targets another member and requires `staff.timesheets.manage_all`. Every copy is written through the duplicate command and therefore through the create command, so ownership, project access, the billable and currency defaults and the tenant rounding rule apply to it exactly as they do to a hand-made entry. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "fromDate": "2025-01-01T00:00:00.000Z", "toDate": "2025-01-01T00:00:00.000Z", "allowDuplicates": false } ``` ### Responses **200** – Copies created, with the skipped sources reported Content-Type: `application/json` ```json { "ok": true, "fromDate": "string", "toDate": "string", "staffMemberId": "00000000-0000-4000-8000-000000000000", "copied": 1, "created": [ { "id": "00000000-0000-4000-8000-000000000000", "sourceId": "00000000-0000-4000-8000-000000000000", "date": "string", "durationMinutes": 1, "roundedMinutes": null, "timeProjectId": null, "taskId": null, "isBillable": true, "description": null, "tagIds": [ "00000000-0000-4000-8000-000000000000" ] } ], "skipped": [ { "id": "00000000-0000-4000-8000-000000000000", "reason": "string", "lockedReportId": null, "error": null } ] } ``` **400** – Invalid body, missing scope, or fromDate equal to toDate Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.manage_own, no linked staff member, or another member day without staff.timesheets.manage_all Content-Type: `application/json` **409** – The target day already has entries; nothing was copied Content-Type: `application/json` ```json { "code": "copy_day_target_not_empty", "error": "string", "toDate": "string", "existingEntryCount": 1, "existingEntryIds": [ "00000000-0000-4000-8000-000000000000" ] } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries/copy-day" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"fromDate\": \"2025-01-01T00:00:00.000Z\", \"toDate\": \"2025-01-01T00:00:00.000Z\", \"allowDuplicates\": false }" ``` ## GET `/staff/timesheets/time-entries/overlaps` List time entries overlapping a candidate span Advisory, read-only lookup used by the time entry form to warn about conflicting entries. Overlapping time is allowed, so the result never blocks a save. Returns an empty list when the supplied time information is insufficient. Checking another staff member requires staff.timesheets.manage_all; without it the request is silently scoped to the caller. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | date | query | any | Required | | startedAt | query | any | Optional | | endedAt | query | any | Optional | | durationMinutes | query | any | Optional | | excludeId | query | any | Optional | | staffMemberId | query | any | Optional | ### Responses **200** – Overlapping entries Content-Type: `application/json` ```json { "items": [ { "id": "00000000-0000-4000-8000-000000000000", "staff_member_id": "00000000-0000-4000-8000-000000000000", "date": "string", "started_at": "string", "ended_at": "string", "duration_minutes": 1, "overlap_minutes": 1, "crosses_midnight": true, "task_id": null, "task_title": null, "time_project_id": null, "project_name": null, "notes": null } ], "total": 1, "decision": "allow" } ``` **400** – Invalid query or missing scope Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/time-entries/overlaps?date=string" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/time-entries/start-timer` Start a timesheet timer Atomically creates a timer-sourced time entry and starts it (sets startedAt and creates the initial work segment) in a single transaction, so a partial failure cannot leave an orphaned, unstarted entry. An optional `taskId` is validated and stored by the same write, so starting a timer from a board card or the task drawer takes one request instead of a start followed by a link that can fail; when only `taskId` is sent, the project follows from the task. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "staffMemberId": "00000000-0000-4000-8000-000000000000", "date": "2025-01-01T00:00:00.000Z", "timeProjectId": null, "taskId": null, "notes": null } ``` ### Responses **201** – Timer started Content-Type: `application/json` ```json { "ok": true, "id": null } ``` **400** – Invalid payload Content-Type: `application/json` ```json { "error": "string" } ``` **401** – Unauthorized Content-Type: `application/json` ```json { "error": "string" } ``` **403** – Forbidden Content-Type: `application/json` ```json { "error": "string" } ``` **409** – Another timer is already running for this staff member Content-Type: `application/json` ```json { "error": "string" } ``` **422** – Referenced time project or task not found, out of scope, or the task belongs to another project Content-Type: `application/json` ```json { "error": "string" } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-entries/start-timer" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"staffMemberId\": \"00000000-0000-4000-8000-000000000000\", \"date\": \"2025-01-01T00:00:00.000Z\", \"timeProjectId\": null, \"taskId\": null, \"notes\": null }" ``` ## DELETE `/staff/timesheets/time-projects` Delete timeproject Soft-deletes a time project by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeProject deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/time-projects" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/time-projects` List time projects Returns a paginated collection of time projects scoped to the authenticated organization. Rows are intersected with the caller's project access: without staff.timesheets.projects.manage only projects the caller is an active member of are returned. Asking for a single id the caller may not see answers 404 with reason=no_project_access and never names the project or its customer; the same 404 covers ids that do not exist, so the endpoint cannot be used to enumerate projects. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | page | query | any | Optional | | pageSize | query | any | Optional | | q | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | | projectType | query | any | Optional | | status | query | any | Optional | | customerId | query | any | Optional | | mine | query | any | Optional | | include | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | ### Responses **200** – Paginated time projects Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "name": null, "code": null, "description": null, "project_type": null, "color": null, "status": null, "customer_id": null, "customer_snapshot": null, "owner_user_id": null, "cost_center": null, "start_date": null, "hourly_rate": null, "currency_code": null, "billable_by_default": null, "budget_kind": null, "budget_value": null, "budget_warn_at_percent": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` **404** – The caller is not a member of the requested project (or it does not exist) Content-Type: `application/json` ```json { "error": "string", "reason": "no_project_access" } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/time-projects?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/time-projects` Create timeproject Creates a time project. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "name": "string", "customerId": "00000000-0000-4000-8000-000000000000", "customerSnapshot": null, "code": "string", "description": null, "projectType": null, "color": null, "status": "active", "ownerUserId": null, "costCenter": null, "startDate": null, "hourlyRate": null, "currencyCode": null, "budgetKind": "none", "budgetValue": null } ``` ### Responses **201** – TimeProject created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-projects" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"name\": \"string\", \"customerId\": \"00000000-0000-4000-8000-000000000000\", \"customerSnapshot\": null, \"code\": \"string\", \"description\": null, \"projectType\": null, \"color\": null, \"status\": \"active\", \"ownerUserId\": null, \"costCenter\": null, \"startDate\": null, \"hourlyRate\": null, \"currencyCode\": null, \"budgetKind\": \"none\", \"budgetValue\": null }" ``` ## PUT `/staff/timesheets/time-projects` Update timeproject Updates a time project by id. **Tags:** Staff **Requires authentication.** ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "customerId": null, "customerSnapshot": null, "description": null, "projectType": null, "color": null, "ownerUserId": null, "costCenter": null, "startDate": null, "hourlyRate": null, "budgetValue": null } ``` ### Responses **200** – TimeProject updated Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/time-projects" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"customerId\": null, \"customerSnapshot\": null, \"description\": null, \"projectType\": null, \"color\": null, \"ownerUserId\": null, \"costCenter\": null, \"startDate\": null, \"hourlyRate\": null, \"budgetValue\": null }" ``` ## POST `/staff/timesheets/time-projects/{id}/change-currency` Change a time project currency Relabels the project currency without converting any historical amount. Requires an explicit `acknowledged: true` and is refused while any of the project entries is locked into a closed report. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "acknowledged": true } ``` ### Responses **200** – Currency relabelled Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "currencyCode": "string", "previousCurrencyCode": null, "converted": false } ``` **400** – Invalid body, or the change was not acknowledged Content-Type: `application/json` **401** – Unauthorized Content-Type: `application/json` **403** – Missing staff.timesheets.projects.manage Content-Type: `application/json` **404** – Time project not found Content-Type: `application/json` **409** – Project has entries locked into a closed report Content-Type: `application/json` ```json { "code": "project_has_locked_entries", "error": "string", "lockedEntryCount": 1, "lockedReports": [ { "id": "00000000-0000-4000-8000-000000000000", "reference": null, "title": null } ] } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-projects/:id/change-currency" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"acknowledged\": true }" ``` ## DELETE `/staff/timesheets/time-projects/{id}/employees` Delete timeprojectmember Unassigns an employee from a time project. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000" } ``` ### Responses **200** – TimeProjectMember deleted Content-Type: `application/json` ```json { "ok": true } ``` ### Example ```bash curl -X DELETE "https://crm.textunited.com/api/staff/timesheets/time-projects/:id/employees" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\" }" ``` ## GET `/staff/timesheets/time-projects/{id}/employees` List time project members Returns a paginated collection of time project members scoped to the authenticated organization. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | | page | query | any | Optional | | pageSize | query | any | Optional | | timeProjectId | query | any | Optional | | status | query | any | Optional | | sortField | query | any | Optional | | sortDir | query | any | Optional | | ids | query | any | Optional. Comma-separated list of record UUIDs to filter by (max 200). | ### Responses **200** – Paginated time project members Content-Type: `application/json` ```json { "items": [ { "id": null, "organization_id": null, "tenant_id": null, "time_project_id": null, "staff_member_id": null, "role": null, "status": null, "assigned_start_date": null, "assigned_end_date": null, "created_at": null, "updated_at": null } ], "total": 1, "totalPages": 1 } ``` ### Example ```bash curl -X GET "https://crm.textunited.com/api/staff/timesheets/time-projects/:id/employees?page=1&pageSize=50" \ -H "Accept: application/json" \ -H "authorization: Bearer " ``` ## POST `/staff/timesheets/time-projects/{id}/employees` Create timeprojectmember Assigns an employee to a time project. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "tenantId": "00000000-0000-4000-8000-000000000000", "organizationId": "00000000-0000-4000-8000-000000000000", "timeProjectId": "00000000-0000-4000-8000-000000000000", "staffMemberId": "00000000-0000-4000-8000-000000000000", "role": null, "status": "active", "assignedStartDate": "2025-01-01T00:00:00.000Z", "assignedEndDate": null } ``` ### Responses **201** – TimeProjectMember created Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X POST "https://crm.textunited.com/api/staff/timesheets/time-projects/:id/employees" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"tenantId\": \"00000000-0000-4000-8000-000000000000\", \"organizationId\": \"00000000-0000-4000-8000-000000000000\", \"timeProjectId\": \"00000000-0000-4000-8000-000000000000\", \"staffMemberId\": \"00000000-0000-4000-8000-000000000000\", \"role\": null, \"status\": \"active\", \"assignedStartDate\": \"2025-01-01T00:00:00.000Z\", \"assignedEndDate\": null }" ``` ## PUT `/staff/timesheets/time-projects/{id}/employees` Update timeprojectmember Updates an existing assignment (role, status, assignment end date) without unassigning the employee. **Tags:** Staff **Requires authentication.** ### Parameters | Name | Location | Type | Description | | --- | --- | --- | --- | | id | path | any | Required | ### Request Body Content-Type: `application/json` ```json { "id": "00000000-0000-4000-8000-000000000000", "role": null, "assignedEndDate": null } ``` ### Responses **200** – TimeProjectMember updated Content-Type: `application/json` ```json { "id": null } ``` ### Example ```bash curl -X PUT "https://crm.textunited.com/api/staff/timesheets/time-projects/:id/employees" \ -H "Accept: application/json" \ -H "authorization: Bearer " \ -H "Content-Type: application/json" \ -d "{ \"id\": \"00000000-0000-4000-8000-000000000000\", \"role\": null, \"assignedEndDate\": null }" ``` ## GET `/version` Deployed Open Mercato version **Tags:** API Documentation ### Responses **200** – Success response Content-Type: `application/json` ### Example ```bash curl -X GET "https://crm.textunited.com/api/version" \ -H "Accept: application/json" ```