mancitrus/system-prompts-and-models-of-ai-tools

mirror of https://github.com/x1xhlol/system-prompts-and-models-of-ai-tools.git synced 2026-06-17 23:09:35 +00:00

Sami Assiri 07557c4be9 feat(dealix): GTM polish, CRM/AI APIs, launch verification hardening

- Add integrations CRM and AI routing APIs; Salesforce OAuth refresh; lead CRM metadata
- Marketer hub, settings CRM UI, OS views; premium landing and strategy_summary differentiators
- Docs: API-MAP, product guide, competitive matrix, launch simulation, AGENT-MAP LLM routing
- Sync script: strategy legal + competitive matrix to public; pytest DB isolation (.pytest_dealix.sqlite)
- Tests: CRM status and AI routing smoke; check_go_live_gate UTF-8 stdout on Windows
- Alembic migrations for strategic deal links and lead company/sector/city

Made-with: Cursor

2026-04-13 05:08:39 +03:00

13 KiB

Raw Blame History

API Route Map

All routes are prefixed with /api/v1. Authentication is required unless marked [public]. Tenant scoping is automatic via JWT.

Auth

Method	Route	Description
POST	`/auth/register`	Register new tenant + owner `[public]`
POST	`/auth/login`	Email/password login `[public]`
POST	`/auth/refresh`	Refresh access token
POST	`/auth/logout`	Invalidate session
GET	`/auth/me`	Current user profile
PUT	`/auth/me`	Update profile
POST	`/auth/forgot-password`	Request password reset `[public]`
POST	`/auth/reset-password`	Reset with token `[public]`
POST	`/auth/verify-otp`	OTP verification

Leads

Method	Route	Description
GET	`/leads`	List leads (filterable, paginated)
POST	`/leads`	Create lead
GET	`/leads/{id}`	Get lead details
PUT	`/leads/{id}`	Update lead
DELETE	`/leads/{id}`	Soft-delete lead
POST	`/leads/{id}/qualify`	Trigger AI qualification
POST	`/leads/{id}/assign`	Assign to agent
POST	`/leads/{id}/convert`	Convert to deal
GET	`/leads/{id}/activities`	Lead activity timeline
GET	`/leads/{id}/messages`	Lead message history
POST	`/leads/import`	Bulk import (CSV/Excel)
GET	`/leads/export`	Export leads

Deals

Method	Route	Description
GET	`/deals`	List deals (filterable, paginated)
POST	`/deals`	Create deal
GET	`/deals/{id}`	Get deal details
PUT	`/deals/{id}`	Update deal
DELETE	`/deals/{id}`	Soft-delete deal
PUT	`/deals/{id}/stage`	Move deal stage
GET	`/deals/{id}/proposals`	List proposals for deal
POST	`/deals/{id}/proposals`	Generate proposal
GET	`/deals/pipeline`	Pipeline summary by stage
GET	`/deals/forecast`	Revenue forecast

Dashboard

Method	Route	Description
GET	`/dashboard/summary`	KPI summary
GET	`/dashboard/pipeline`	Pipeline analytics
GET	`/dashboard/revenue`	Revenue metrics
GET	`/dashboard/agents`	Agent performance
GET	`/dashboard/affiliates`	Affiliate overview
GET	`/dashboard/activity`	Recent activity feed

Affiliates

Method	Route	Description
GET	`/affiliates`	List affiliates
POST	`/affiliates`	Create affiliate application
GET	`/affiliates/{id}`	Get affiliate details
PUT	`/affiliates/{id}`	Update affiliate
PUT	`/affiliates/{id}/approve`	Approve affiliate
PUT	`/affiliates/{id}/suspend`	Suspend affiliate
GET	`/affiliates/{id}/performance`	Performance metrics
GET	`/affiliates/{id}/deals`	Attributed deals
GET	`/affiliates/{id}/commissions`	Commission history
GET	`/affiliates/leaderboard`	Ranked leaderboard

AI Agents

Method	Route	Description
GET	`/agents`	List available agents
POST	`/agents/{agent_type}/invoke`	Invoke agent manually
GET	`/agents/{agent_type}/history`	Agent invocation history
GET	`/agents/conversations`	All AI conversations
GET	`/agents/conversations/{id}`	Conversation detail

New Routes

Companies

Method	Route	Description
GET	`/companies`	List companies
POST	`/companies`	Create company
GET	`/companies/{id}`	Get company details
PUT	`/companies/{id}`	Update company
DELETE	`/companies/{id}`	Soft-delete company
GET	`/companies/{id}/contacts`	List contacts at company
GET	`/companies/{id}/deals`	Deals linked to company

Contacts

Method	Route	Description
GET	`/contacts`	List contacts
POST	`/contacts`	Create contact
GET	`/contacts/{id}`	Get contact details
PUT	`/contacts/{id}`	Update contact
DELETE	`/contacts/{id}`	Soft-delete contact
GET	`/contacts/{id}/messages`	Message history
GET	`/contacts/{id}/calls`	Call history
GET	`/contacts/{id}/consents`	Consent records

Conversations

Method	Route	Description
GET	`/conversations`	List AI conversations
GET	`/conversations/{id}`	Get conversation detail
GET	`/conversations/{id}/messages`	Message thread
POST	`/conversations/{id}/escalate`	Escalate to human

Calls

Method	Route	Description
GET	`/calls`	List calls
POST	`/calls`	Log a call
GET	`/calls/{id}`	Call detail
GET	`/calls/{id}/transcript`	AI transcript
PUT	`/calls/{id}/outcome`	Set call outcome

Meetings

Method	Route	Description
GET	`/meetings`	List meetings
POST	`/meetings`	Create meeting
GET	`/meetings/{id}`	Meeting detail
PUT	`/meetings/{id}`	Update meeting
PUT	`/meetings/{id}/confirm`	Confirm meeting
PUT	`/meetings/{id}/cancel`	Cancel meeting
PUT	`/meetings/{id}/reschedule`	Reschedule meeting
GET	`/meetings/availability`	Check agent availability

Commissions

Method	Route	Description
GET	`/commissions`	List commissions
GET	`/commissions/{id}`	Commission detail
PUT	`/commissions/{id}/approve`	Approve commission
PUT	`/commissions/{id}/dispute`	Dispute commission
GET	`/commissions/summary`	Period summary

Payouts

Method	Route	Description
GET	`/payouts`	List payouts
POST	`/payouts`	Create payout batch
GET	`/payouts/{id}`	Payout detail
PUT	`/payouts/{id}/process`	Process payout
GET	`/payouts/pending`	Pending payouts

Disputes

Method	Route	Description
GET	`/disputes`	List disputes
POST	`/disputes`	Open dispute
GET	`/disputes/{id}`	Dispute detail
PUT	`/disputes/{id}/resolve`	Resolve dispute
PUT	`/disputes/{id}/escalate`	Escalate dispute

Guarantees

Method	Route	Description
GET	`/guarantees`	List guarantee claims
POST	`/guarantees`	Submit claim
GET	`/guarantees/{id}`	Claim detail
PUT	`/guarantees/{id}/review`	Review claim
PUT	`/guarantees/{id}/approve`	Approve claim
PUT	`/guarantees/{id}/deny`	Deny claim
POST	`/guarantees/{id}/refund`	Trigger refund

Consents

Method	Route	Description
GET	`/consents`	List consent records
POST	`/consents`	Record consent
PUT	`/consents/{id}/revoke`	Revoke consent
GET	`/consents/contact/{contact_id}`	Consents for contact

Complaints

Method	Route	Description
GET	`/complaints`	List complaints
POST	`/complaints`	File complaint
GET	`/complaints/{id}`	Complaint detail
PUT	`/complaints/{id}/assign`	Assign to agent
PUT	`/complaints/{id}/resolve`	Resolve complaint

Knowledge

Method	Route	Description
GET	`/knowledge`	List articles
POST	`/knowledge`	Create article
GET	`/knowledge/{id}`	Article detail
PUT	`/knowledge/{id}`	Update article
DELETE	`/knowledge/{id}`	Archive article
POST	`/knowledge/search`	Semantic search (RAG)

Sectors

Method	Route	Description
GET	`/sectors`	List sectors
GET	`/sectors/{sector}`	Sector detail
GET	`/sectors/{sector}/assets`	Sector assets
POST	`/sectors/{sector}/assets`	Upload asset
GET	`/sectors/{sector}/strategy`	AI sector strategy
GET	`/sectors/{sector}/scorecards`	Sector scorecards

Presentations

Method	Route	Description
GET	`/presentations`	List presentations
POST	`/presentations`	Generate presentation
GET	`/presentations/{id}`	Get presentation
PUT	`/presentations/{id}`	Update presentation
POST	`/presentations/{id}/send`	Send to contact

Supervisor

Method	Route	Description
GET	`/supervisor/agents`	Agent workload overview
GET	`/supervisor/queue`	Unassigned lead queue
POST	`/supervisor/reassign`	Bulk reassign leads
GET	`/supervisor/scorecards`	Team scorecards
GET	`/supervisor/alerts`	Escalation alerts

Admin

Method	Route	Description
GET	`/admin/tenants`	List tenants (superadmin)
GET	`/admin/tenants/{id}`	Tenant detail
PUT	`/admin/tenants/{id}`	Update tenant
GET	`/admin/users`	List all users
GET	`/admin/audit-logs`	Audit log viewer
GET	`/admin/policies`	List policies
POST	`/admin/policies`	Create policy
PUT	`/admin/policies/{id}`	Update policy
GET	`/admin/subscriptions`	Subscription overview
POST	`/admin/seed`	Seed demo data (dev only)

Health

Method	Route	Description
GET	`/health`	Basic health check `[public]`
GET	`/health/ready`	Readiness (DB + Redis) `[public]`
GET	`/health/version`	App version `[public]`

Strategic Deals (Dealix OS / B2B)

Prefix: /strategic-deals. Company profiles, matches, deals, negotiation, governance.

Method	Route	Description
GET	`/strategic-deals/profiles`	List tenant company profiles (paginated)
POST	`/strategic-deals/profiles`	Create company profile
PUT	`/strategic-deals/profiles/{id}/enrich`	AI-enrich profile
POST	`/strategic-deals/profiles/{id}/analyze-needs`	Needs analysis
GET	`/strategic-deals/matches`	List AI matches
POST	`/strategic-deals/matches/{id}/approve`	Approve match
POST	`/strategic-deals/scan`	Discovery scan
POST	`/strategic-deals/barter-scan`	Barter chain scan
POST	`/strategic-deals`	Create strategic deal (`lead_id`, `sales_deal_id` optional)
GET	`/strategic-deals`	List deals (filters: status, deal_type, profile_id)
GET	`/strategic-deals/operating-model`	Current OS mode + all modes + roles/SLA hints
PUT	`/strategic-deals/operating-model`	Set operating mode (0–4) on tenant profile
GET	`/strategic-deals/taxonomy/deal-types`	15-type partnership taxonomy
GET	`/strategic-deals/taxonomy/deal-types/{type_id}`	One taxonomy type
GET	`/strategic-deals/partner-archetypes`	Map `deal_type` → operational archetypes
GET	`/strategic-deals/playbooks`	Vertical sector playbooks
GET	`/strategic-deals/playbooks/{id}`	One playbook
POST	`/strategic-deals/policy/evaluate`	Graded policy: auto_execute / approval_required / blocked
GET	`/strategic-deals/identity/graph`	Light account graph (`profile_id` query)
GET	`/strategic-deals/governance/snapshot`	Governance KPIs + operating mode
GET	`/strategic-deals/growth/checklist`	M&A-style checklist (guidance)
GET	`/strategic-deals/agent-quality/snapshot`	Agent quality proxy metrics
GET	`/strategic-deals/{deal_id}`	Deal detail
PATCH	`/strategic-deals/{deal_id}/links`	Link CRM `lead_id` / `sales_deal_id`
PUT	`/strategic-deals/{deal_id}/negotiate`	Negotiation round
POST	`/strategic-deals/{deal_id}/outreach`	Outreach
POST	`/strategic-deals/{deal_id}/proposal`	Generate proposal
POST	`/strategic-deals/{deal_id}/term-sheet`	Term sheet
GET	`/strategic-deals/analytics/overview`	Deal analytics

Integrations (CRM)

Prefix: /integrations. Salesforce / HubSpot sync and health (JWT).

Method	Route	Description
GET	`/integrations/crm/status`	Config presence + last probe (no secrets)
POST	`/integrations/crm/salesforce/test`	Probe Salesforce token/API
POST	`/integrations/crm/salesforce/push-lead/{lead_id}`	Push one lead to Salesforce
POST	`/integrations/crm/salesforce/pull-leads`	Pull leads (optional `since`)
POST	`/integrations/crm/hubspot/test`	Probe HubSpot API
POST	`/integrations/crm/hubspot/push-lead/{lead_id}`	Push one contact to HubSpot
POST	`/integrations/crm/hubspot/pull-contacts`	Pull contacts page

AI routing (tenant)

Prefix: /ai. Model routing policy per task category (no API keys in response).

Method	Route	Description
GET	`/ai/routing`	Effective routing map for current tenant
PUT	`/ai/routing`	Update tenant `settings.llm_routing` (owner/manager)

13 KiB Raw Blame History Unescape Escape