Architect CRM

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API integration tests

Dev-only harness. Calls lib/api-client via the Next proxy (/api/v1). Check the browser console for request/response logs.

Test state
Role (sidebar / CRM headers): WEALTH_MANAGER
Client ID: —
Import batch ID: —
Summary
Pass: 0Fail: 0Idle / not run: 31
Meta
0 / 2 pass
GETmeta/enumsgetMetaEnumsidle
GETmeta/crm-stage-transitionsgetCrmStageTransitionsidle
Clients
0 / 5 pass
POSTclientscreateClientidle
GETclientslistClientsidle
POSTclients/filterfilterClientsidle
GETclients/:idgetClientidle

Set client ID (run createClient or full flow).

PATCHclients/:idpatchClientidle

Set client ID (run createClient or full flow).

KYC
0 / 3 pass
PUTclients/:id/kycputClientKycidle

Set client ID (run createClient or full flow).

PATCHclients/:id/kycpatchClientKycidle

Set client ID (run createClient or full flow).

GETclients/:id/kyc/panrevealClientPanidle

Set client ID (run createClient or full flow).

Investment profile
0 / 2 pass
PUTclients/:id/investment-profileputInvestmentProfileidle

Set client ID (run createClient or full flow).

PATCHclients/:id/investment-profilepatchInvestmentProfileidle

Set client ID (run createClient or full flow).

Assets
0 / 2 pass
PUTclients/:id/assetsputAssetsidle

Set client ID (run createClient or full flow).

PATCHclients/:id/assets/:assetTypepatchAssetTypeidle

Set client ID (run createClient or full flow).

Liabilities
0 / 1 pass
PUTclients/:id/liabilitiesputLiabilitiesidle

Set client ID (run createClient or full flow).

CRM meta
0 / 3 pass
PUTclients/:id/crm-metaputCrmMetaidle

Set client ID (run createClient or full flow).

PATCHclients/:id/crm-meta/stagepatchCrmStageidle

Set client ID (run createClient or full flow).

GETclients/:id/crm-metagetCrmMetaidle

Set client ID (run createClient or full flow).

Engagement
0 / 2 pass
PUTclients/:id/engagementputEngagementidle

Set client ID (run createClient or full flow).

PATCHclients/:id/engagement/tagspatchEngagementTagsidle

Set client ID (run createClient or full flow).

Contact logs
0 / 2 pass
POSTclients/:id/contact-logscreateContactLogidle

Set client ID (run createClient or full flow).

GETclients/:id/contact-logslistContactLogsidle

Set client ID (run createClient or full flow).

Imports
0 / 3 pass
POSTimports/batchescreateImportBatchidle
GETimports/batches/:idgetImportBatchidle

Set batch ID (run createImportBatch or full flow).

POSTimports/batches/:id/rows/:row/retryretryImportRowidle

Set batch ID (run createImportBatch or full flow).

Sync
0 / 1 pass
GETsync/zoho/statusgetZohoSyncStatusidle
V2 (backend_flow_v2)
0 / 4 pass
GETclients/:id/audit-logslistClientAuditLogsidle

Set client ID (run createClient or full flow).

POSTclients/:id/sync/zohosyncClientZohoidle

Set client ID (run createClient or full flow).

POSTclients/:id/engagement/upload-urlpostEngagementUploadUrlidle

Set client ID (run createClient or full flow).

POSTimports/batches/:id/uploaduploadImportBatchFileidle

Set batch ID (run createImportBatch or full flow).

Delete (destructive)
0 / 1 pass
DELETEclients/:iddeleteClientidle

Set client ID (run createClient or full flow).