system-prompts-and-models-of-ai-tools/salesflow-saas/docs/API-MAP.md

API Route Map

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

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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

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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)

Dealix Master API (demo / internal widgets)

Prefix: /dealix. Several routes are [public] when DEALIX_INTERNAL_API_TOKEN is unset (see internal_api.py). Responses may include discovery_manifest / sector_insights for provenance and workspace UI.

Method	Route	Description
POST	/dealix/generate-leads	Sector/city lead list + discovery_manifest, optional cache + rate limit
POST	/dealix/enrich-exploration	Single-lead structured enrichment + vertical playbook linkage + optional Tavily
POST	/dealix/channel-drafts	Governed WhatsApp/Email/LinkedIn (human-in-loop) draft templates [public]
GET	/dealix/intelligence-flags	Effective intel feature flags for tenant/session (no secrets) [public]
POST	/dealix/enrich-exploration/async	Queue enrichment; poll GET .../jobs/{job_id} [public]
GET	/dealix/enrich-exploration/jobs/{job_id}	Job status: pending / running / done / error [public]
GET	/dealix/ai-eval/golden	Golden rubric JSON for QA / regression [public]
POST	/dealix/full-power	Research + pipeline bundle (existing)
POST	/dealix/research-company	Company deep research
POST	/dealix/daily-leads	Hub batch generation