# LeoCRM API Documentation > Auto-generated from FastAPI route enumeration. **554+ endpoints** across **35+ tag groups**. ## Overview LeoCRM exposes a RESTful API under `/api/v1/`. All endpoints (except `/api/v1/health` and `/api/v1/auth/login`) require authentication via session cookie. - **Swagger UI**: `/docs` - **ReDoc**: `/redoc` - **OpenAPI JSON**: `/openapi.json` ### Authentication 1. Call `POST /api/v1/auth/login` with `{email, password}` → receives session cookie. 2. Include the session cookie in all subsequent requests. 3. Call `POST /api/v1/auth/logout` to invalidate the session. ### Multi-Tenancy All data is tenant-scoped. The tenant context is derived from the authenticated session. Users with multiple tenants can switch via `POST /api/v1/auth/switch-tenant`. ### Error Format ```json {"detail": "Error message", "code": "error_code", "fields": {"field": "error"}} ``` ### Pagination List endpoints use `page` (1-based) and `page_size` (1-100) query parameters. Responses include `total`, `page`, `page_size`, and `items`. --- ## Core Routes ### health (1 endpoint) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/health` | Health check — no auth required. Returns status + DB/Redis/storage/worker checks. **Response model**: `HealthResponse` | ### metrics (1 endpoint) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/metrics` | Prometheus metrics endpoint. | ### auth (7 endpoints) | Method | Path | Description | |--------|------|-------------| | POST | `/api/v1/auth/login` | Login with email+password. Sets session cookie. **Request**: `LoginRequest`, **Response**: `AuthResponse` | | POST | `/api/v1/auth/logout` | Logout — invalidate session, clear cookie. **Response**: `MessageResponse` | | GET | `/api/v1/auth/me` | Get current user + active tenant. **Response**: `AuthResponse` | | GET | `/api/v1/auth/me/permissions` | Get resolved permissions for current user. | | POST | `/api/v1/auth/switch-tenant` | Switch active tenant. **Request**: `SwitchTenantRequest` | | POST | `/api/v1/auth/password-reset/request` | Request password reset email. **Request**: `PasswordResetRequest` | | POST | `/api/v1/auth/password-reset/confirm` | Confirm password reset with token. **Request**: `PasswordResetConfirm` | ### users (5 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/users` | List users with pagination. **Response**: `PaginatedUsers` | | POST | `/api/v1/users` | Create a new user (admin only). **Request**: `UserCreate`, **Response**: `UserResponse` | | GET | `/api/v1/users/{user_id}` | Get a single user. **Response**: `UserResponse` | | PATCH | `/api/v1/users/{user_id}` | Update user fields. **Request**: `UserUpdate` | | DELETE | `/api/v1/users/{user_id}` | Delete/deactivate a user. | ### roles (5 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/roles` | List all roles. | | POST | `/api/v1/roles` | Create a custom role. | | GET | `/api/v1/roles/permissions` | Get all available permission definitions. | | PATCH | `/api/v1/roles/{role_id}` | Update role permissions. | | DELETE | `/api/v1/roles/{role_id}` | Delete a custom role. | ### groups (9 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/groups` | List all groups. | | POST | `/api/v1/groups` | Create a new group. | | GET | `/api/v1/groups/{group_id}` | Get a single group. | | PATCH | `/api/v1/groups/{group_id}` | Update group. | | DELETE | `/api/v1/groups/{group_id}` | Delete group. | | GET | `/api/v1/groups/{group_id}/members` | List group members. | | POST | `/api/v1/groups/{group_id}/members` | Add member to group. | | DELETE | `/api/v1/groups/{group_id}/members/{user_id}` | Remove member from group. | | GET | `/api/v1/groups/user/{user_id}` | Get groups for a user. | ### tenants (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/tenants` | List tenants for current user. | | POST | `/api/v1/tenants` | Create a new tenant. | | GET | `/api/v1/tenants/{tenant_id}/users` | List users in a tenant. | | POST | `/api/v1/tenants/{tenant_id}/users` | Add user to tenant. | ### notifications (6 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/notifications` | List notifications with pagination. | | PATCH | `/api/v1/notifications/{notification_id}/read` | Mark notification as read. | | GET | `/api/v1/notifications/unread-count` | Get unread count. **Response**: `UnreadCountResponse` | | GET | `/api/v1/notifications/types` | List notification types. | | GET | `/api/v1/notifications/preferences` | Get notification preferences. | | PATCH | `/api/v1/notifications/preferences/{type_key}` | Update notification preference. | ### contacts (10 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/contacts` | List contacts with pagination, FTS search, type/folder filter, sorting. | | POST | `/api/v1/contacts` | Create a contact (company or person). | | GET | `/api/v1/contacts/export` | Stream contacts as CSV. | | GET | `/api/v1/contacts/{contact_id}` | Get a single contact. | | PUT | `/api/v1/contacts/{contact_id}` | Update contact. | | DELETE | `/api/v1/contacts/{contact_id}` | Soft-delete contact. | | GET | `/api/v1/contacts/{contact_id}/persons` | List contact persons. | | POST | `/api/v1/contacts/{contact_id}/persons` | Add contact person. | | PUT | `/api/v1/contacts/{contact_id}/persons/{person_id}` | Update contact person. | | DELETE | `/api/v1/contacts/{contact_id}/persons/{person_id}` | Delete contact person. | ### contact-folders (6 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/contact-folders` | List contact folders. | | POST | `/api/v1/contact-folders` | Create a folder. | | PUT | `/api/v1/contact-folders/{folder_id}` | Update folder. | | DELETE | `/api/v1/contact-folders/{folder_id}` | Delete folder. | | PUT | `/api/v1/contact-folders/{folder_id}/reorder` | Reorder folder. | | PUT | `/api/v1/contact-folders/contacts/{contact_id}/move` | Move contact to folder. | ### entity-history (3 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/entity-history/{entity_type}/{entity_id}` | Get change history for an entity. | | POST | `/api/v1/entity-history/undo/{entity_type}/{entity_id}` | Undo last change. | | POST | `/api/v1/entity-history/restore` | Restore entity to a specific version. | ### import-export (2 endpoints) | Method | Path | Description | |--------|------|-------------| | POST | `/api/v1/import` | Import data from file. | | POST | `/api/v1/import/preview` | Preview import data. | ### plugins (11 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/plugins` | List all plugins. | | GET | `/api/v1/plugins/manifest` | Get plugin manifest schema. | | GET | `/api/v1/plugins/active-manifests` | Get manifests of all active plugins. | | POST | `/api/v1/plugins/install-url` | Install plugin from URL. | | POST | `/api/v1/plugins/upload` | Upload and install plugin ZIP. | | POST | `/api/v1/plugins/{name}/install` | Install a discovered plugin. | | POST | `/api/v1/plugins/{name}/activate` | Activate a plugin. | | POST | `/api/v1/plugins/{name}/deactivate` | Deactivate a plugin. | | GET | `/api/v1/plugins/{name}/config` | Get plugin configuration. | | PATCH | `/api/v1/plugins/{name}/config` | Update plugin configuration. | | DELETE | `/api/v1/plugins/{name}` | Uninstall a plugin. | ### ai-copilot (3 endpoints) | Method | Path | Description | |--------|------|-------------| | POST | `/api/v1/ai/copilot/query` | Ask the AI copilot a question. | | POST | `/api/v1/ai/copilot/execute` | Execute an AI copilot action. | | GET | `/api/v1/ai/copilot/history` | Get copilot conversation history. | ### workflows (10 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/workflows` | List workflow definitions. | | POST | `/api/v1/workflows` | Create a workflow. | | GET | `/api/v1/workflows/{workflow_id}` | Get a workflow. | | PATCH | `/api/v1/workflows/{workflow_id}` | Update a workflow. | | DELETE | `/api/v1/workflows/{workflow_id}` | Delete a workflow. | | POST | `/api/v1/workflows/{workflow_id}/instances` | Start a workflow instance. | | GET | `/api/v1/workflows/instances` | List workflow instances. | | GET | `/api/v1/workflows/instances/{instance_id}` | Get a workflow instance. | | POST | `/api/v1/workflows/instances/{instance_id}/advance` | Advance workflow to next step. | | POST | `/api/v1/workflows/instances/{instance_id}/cancel` | Cancel a workflow instance. | ### user-preferences (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/user/preferences` | Get all user preferences. | | GET | `/api/v1/user/preferences/{key}` | Get a specific preference. | | PUT | `/api/v1/user/preferences/{key}` | Set a preference. | | DELETE | `/api/v1/user/preferences/{key}` | Delete a preference. | ### currencies (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/currencies` | List currencies. | | POST | `/api/v1/currencies` | Create a currency. | | PATCH | `/api/v1/currencies/{currency_id}` | Update a currency. | | DELETE | `/api/v1/currencies/{currency_id}` | Delete a currency. | ### taxes (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/taxes` | List tax rates. | | POST | `/api/v1/taxes` | Create a tax rate. | | PATCH | `/api/v1/taxes/{tax_id}` | Update a tax rate. | | DELETE | `/api/v1/taxes/{tax_id}` | Delete a tax rate. | ### sequences (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/sequences` | List number sequences. | | POST | `/api/v1/sequences` | Create a sequence. | | PATCH | `/api/v1/sequences/{sequence_id}` | Update a sequence. | | DELETE | `/api/v1/sequences/{sequence_id}` | Delete a sequence. | ### custom-fields-definitions (4 endpoints) Generic CRUD for tenant-wide custom field definitions per entity type (W4b pattern: entity must be a registered entity type — 422; user needs the owning module's read permission, e.g. `contacts:read`, on top of `custom_fields:read/write` — 403). | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/custom-fields/definitions` | List definitions, optional `?entity=` filter. **Response**: `{items: CustomFieldDefinition[], total: int}` | | POST | `/api/v1/custom-fields/definitions` | Create a definition. **Request**: `CustomFieldDefinitionCreate` | | PATCH | `/api/v1/custom-fields/definitions/{definition_id}` | Update a definition. **Request**: `CustomFieldDefinitionUpdate` | | DELETE | `/api/v1/custom-fields/definitions/{definition_id}` | Delete a definition (204). | ### system-settings (6 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/system-settings` | Get system settings. **Response**: `SystemSettingsResponse` | | PUT | `/api/v1/system-settings` | Upsert system settings. **Request**: `SystemSettingsUpsert`, **Response**: `SystemSettingsResponse` | | GET | `/api/v1/system-settings/backup-config` | Get backup configuration (backup_enabled, backup_interval, backup_retention_days, backup_destination). | | PUT | `/api/v1/system-settings/backup-config` | Update backup configuration. Admin only. | | POST | `/api/v1/system-settings/backup-now` | Trigger an immediate backup via ARQ job. Admin only. Returns `{"message": "Backup job enqueued", "job_id": "..."}`. | | GET | `/api/v1/system-settings/backup-history` | Get last 10 backup results from audit log. Returns `{"history": [...]}`. | ### attachments (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/attachments` | List attachments. | | POST | `/api/v1/attachments` | Upload an attachment. | | GET | `/api/v1/attachments/{attachment_id}` | Download an attachment. | | DELETE | `/api/v1/attachments/{attachment_id}` | Delete an attachment. | ### addresses (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/addresses` | List addresses. | | POST | `/api/v1/addresses` | Create an address. | | PATCH | `/api/v1/addresses/{address_id}` | Update an address. | | DELETE | `/api/v1/addresses/{address_id}` | Delete an address. | ### audit (4 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/audit-log` | Query audit log entries (filterable, paginated, admin-only). | | GET | `/api/v1/audit-log/export` | Export audit log as CSV or JSON (streaming, max 10.000 entries). **Query**: `format` (csv/json), `entity_type`, `action`, `date_from`, `date_to` | | DELETE | `/api/v1/audit-log/retention` | Delete audit log entries older than retention_days (default 365, admin-only). **Query**: `retention_days` (1-3650) | ### system (2 endpoints) | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/system/dashboard` | Comprehensive system dashboard (admin-only). Returns: health, DB stats, Redis stats, worker stats, API stats, plugin stats, storage stats. | | GET | `/api/v1/system/alerts` | Active system alerts (admin-only). Returns alerts from Communication-System. | --- ## Plugin Routes ### automation (Automation & Agents) Agent Builder, Automation Builder, Cron-Scheduler, Agent Runner. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/automation/*` | Automation definitions, triggers, execution logs. | ### agents (AI Agents) Phase F — Agent system: CRUD, execution, streaming, runs, tools, skills, approvals, monitoring, AI use-case, unified tasks. | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/agents` | List agent definitions. | | POST | `/api/v1/agents` | Create an agent definition. | | GET | `/api/v1/agents/{id}` | Get an agent definition. | | PATCH | `/api/v1/agents/{id}` | Update an agent definition (optimistic lock via `version`). | | DELETE | `/api/v1/agents/{id}` | Delete an agent definition. | | POST | `/api/v1/agents/{id}/execute` | Execute an agent (manual trigger). | | GET | `/api/v1/agents/{id}/stream` | Stream agent run steps (SSE). | | GET | `/api/v1/agents/{id}/runs` | List runs for an agent. | | GET | `/api/v1/agents/{id}/runs/{run_id}/steps` | List steps for a run. | | GET | `/api/v1/agents/tools` | List available agent tools. | | GET | `/api/v1/agents/monitor/stats` | Agent monitor statistics. | | GET | `/api/v1/agents/{id}/ai-use-case` | Get AI use-case metadata. | | PATCH | `/api/v1/agents/{id}/ai-use-case` | Update AI use-case metadata. | ### skills (AI Skills) Phase F — Skill registry for agent capabilities. | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/skills` | List skills. | | POST | `/api/v1/skills` | Register a skill. | | PATCH | `/api/v1/skills/{id}` | Update a skill. | | DELETE | `/api/v1/skills/{id}` | Delete a skill. | ### approvals (Approval Requests) Phase F — Human approval workflow for agent actions. | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/approvals` | List approval requests (filters: status, entity_type, entity_id, requested_by). | | POST | `/api/v1/approvals` | Create an approval request. | | POST | `/api/v1/approvals/{id}/approve` | Approve a pending request. | | POST | `/api/v1/approvals/{id}/reject` | Reject a pending request. | ### unified-tasks (Unified Tasks) Phase F — Polymorphic task assignment, subtasks, and goals. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/unified-tasks/*` | Unified task CRUD with polymorphic assignment. | | GET/POST | `/api/v1/unified-tasks/*/subtasks` | Subtask management. | | GET/POST | `/api/v1/unified-tasks/*/goals` | Goal management. | ### dms (Document Management System) 19 endpoints for file and folder management. | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/dms/files` | List files. | | POST | `/api/v1/dms/files/upload` | Upload a file. | | GET | `/api/v1/dms/files/{file_id}` | Get file metadata. | | GET | `/api/v1/dms/files/{file_id}/preview` | Preview a file. | | POST | `/api/v1/dms/files/{file_id}/share` | Share a file. | | GET/POST | `/api/v1/dms/folders` | Folder CRUD. | | GET | `/api/v1/dms/search` | Search documents. | | GET | `/api/v1/dms/shared-with-me` | Files shared with current user. | ### mail (Email Integration) 50 endpoints for IMAP/SMTP email management. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/mail/accounts` | Email account management. | | GET/POST | `/api/v1/mail/folders` | Folder management. | | GET | `/api/v1/mail/{mail_id}` | Get a specific email. | | POST | `/api/v1/mail/send` | Send an email. | | POST | `/api/v1/mail/drafts` | Save draft. | | GET | `/api/v1/mail/search` | Search emails. | | GET | `/api/v1/mail/threads` | List email threads. | | POST | `/api/v1/mail/pgp/keys` | PGP key management. | | POST | `/api/v1/mail/rules` | Mail filter rules. | | POST | `/api/v1/mail/vacation` | Vacation responder. | ### calendar (Calendar & Scheduling) 21 endpoints for calendar management. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/calendar/entries` | Calendar entry CRUD. | | GET/POST | `/api/v1/calendars` | Calendar CRUD. | | GET | `/api/v1/calendar/kanban` | Kanban board view. | | POST | `/api/v1/calendar/import` | Import ICS. | | GET | `/api/v1/calendar/{calendar_id}/ics-feed` | ICS feed. | | POST | `/api/v1/resources` | Resource booking. | ### search (Unified Search) Hybrid cross-entity search (PostgreSQL FTS + pgvector) with KI query understanding, RRF rank fusion, visibility filtering, and field-level RBAC. | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/search` | Hybrid search via query params (same as POST). | | POST | `/api/v1/search` | Hybrid search with KI query understanding. | | GET | `/api/v1/search/suggest` | Autocomplete suggestions (FTS prefix). | | POST | `/api/v1/search/similar` | Find similar entities across all types by embedding. | | POST | `/api/v1/search/reindex` | Trigger reindexing of entity types (admin). | | GET | `/api/v1/search/providers` | List active search providers + capability flags. | | POST | `/api/v1/search/providers/{entity_type}/toggle` | Toggle a provider on/off (admin). | | GET | `/api/v1/search/stats` | Search index statistics (indexed/pending per table). | | GET | `/api/v1/search/facets` | Available facets (entity types, tags, date ranges). | | POST | `/api/v1/search/rebuild/{entity_type}/{entity_id}` | Rebuild index for a single entity (admin). | | POST | `/api/v1/search/purge/{entity_type}/{entity_id}` | Purge entity from index (admin, GDPR). | > **MCP:** Unified search is also exposed as an MCP tool named `search` (category `search`, permission `search:read`) via the MCP server plugin (`app/plugins/builtins/mcp_server/tool_definitions.py`). #### Search Request (POST `/api/v1/search`) ```json { "query": "Max Mustermann", "entity_types": ["contact", "mail"], "limit": 20, "offset": 0, "date_from": "2026-01-01", "date_to": "2026-12-31", "tags": ["vip", "partner"], "sort": "relevance" } ``` | Field | Type | Default | Description | |-------|------|---------|-------------| | `query` | string | — | Search query (1–500 chars, required). | | `entity_types` | list[string] | all | Restrict search to these entity types. | | `limit` | int | 20 | Max results (1–100). | | `offset` | int | 0 | Pagination offset. | | `date_from` | string | null | ISO date `YYYY-MM-DD` — filter by `created_at`/`updated_at >= date_from`. | | `date_to` | string | null | ISO date `YYYY-MM-DD` — filter by `created_at`/`updated_at <= date_to`. | | `tags` | list[string] | null | Filter results by tags (comma-separated on entities). | | `sort` | string | `relevance` | Sort order: `relevance`, `date`, `name`. | #### Search Response ```json { "query": "Max Mustermann", "normalized_query": "max mustermann", "results": [ { "entity_type": "contact", "entity_id": "uuid", "title": "Max Mustermann", "snippet": "max@example.com", "score": 0.95, "data": {"type": "person"} } ], "facets": {"types": {"contact": 1}}, "summary": "1 Ergebnis", "suggestions": [] } ``` | Field | Type | Description | |-------|------|-------------| | `query` | string | Original query. | | `normalized_query` | string | KI-normalized query. | | `results` | list[SearchResult] | Ranked results (entity_type, entity_id, title, snippet, score, data). | | `facets` | object | KI-generated facet counts. | | `summary` | string | Human-readable summary. | | `suggestions` | list[string] | Suggested follow-up filters. | #### GET `/api/v1/search` Query Params Same fields as the POST body, passed as query parameters: `q` (required), `entity_types` (comma-separated), `limit`, `offset`, `date_from`, `date_to`, `tags` (comma-separated), `sort`. #### GET `/api/v1/search/suggest` Query params: `q` (required, 1–200), `limit` (default 10, 1–50). Returns `{"suggestions": ["..."]}`. #### POST `/api/v1/search/similar` Body: `{"entity_type": "contact", "entity_id": "uuid", "limit": 5}`. Returns `{"similar": {"mail": [SearchResult...], ...}}`. #### POST `/api/v1/search/reindex` Body: `{"entity_types": ["contact"], "include_chunks": true}`. Returns `{"status": "ok", "entity_types": [...], "include_chunks": true, "job_ids": [...]}`. Requires `search:admin`. #### GET `/api/v1/search/providers` Returns a list of providers: `{"entity_type", "plugin_name", "is_active", "supports_fts", "supports_vector", "supports_rag", "supports_graph"}`. #### GET `/api/v1/search/facets` Returns `{"entity_types": [...], "tags": [...], "date_ranges": {"contacts": {"min": "...", "max": "..."}, ...}}`. #### GET `/api/v1/search/stats` Returns per-table `{"total", "indexed", "pending"}` plus `recent_logs` (last 10 index log entries). #### POST `/api/v1/search/rebuild/{entity_type}/{entity_id}` / `/purge/{entity_type}/{entity_id}` Admin-only. Rebuild regenerates the embedding + TSV; purge sets embedding/TSV to NULL (and removes chunks for files). Returns `{"status": "ok"|"failed", "entity_type", "entity_id", "message"}`. ### reports (Report Generator) 8 endpoints for report templates and generation. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/reports/templates` | Report template CRUD. | | POST | `/api/v1/reports/generate` | Generate a report. | | GET | `/api/v1/reports/{report_id}` | Get report status. | | GET | `/api/v1/reports/{report_id}/download` | Download generated report. | ### entity-links (Entity Linking) 4 endpoints for connecting entities. | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/contacts/{contact_id}/files` | Get files linked to a contact. | | POST/DELETE | `/api/v1/dms/files/{file_id}/link` | Link/unlink a file to an entity. | | GET | `/api/v1/dms/files/{file_id}/links` | Get all links for a file. | ### kommunikation (Unified Messaging) 23 endpoints for conversations and messages. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/comm/conversations` | Conversation CRUD. | | GET/POST | `/api/v1/comm/conversations/{id}/messages` | Message list and send. | | POST | `/api/v1/comm/conversations/{id}/participants` | Manage participants. | | POST | `/api/v1/comm/messages/{id}/reactions` | Message reactions. | | GET | `/api/v1/comm/miniapps` | List mini-apps. | ### ai-proactive (Proactive AI) 8 endpoints for AI insights and suggestions. | Method | Path | Description | |--------|------|-------------| | GET | `/api/v1/ai-proactive/suggestions` | Get AI suggestions. | | GET | `/api/v1/ai-proactive/suggestions/stream` | SSE stream of suggestions. | | POST | `/api/v1/ai-proactive/suggestions/{id}/act` | Act on a suggestion. | | POST | `/api/v1/ai-proactive/suggestions/{id}/dismiss` | Dismiss a suggestion. | | GET/PUT | `/api/v1/ai-proactive/settings` | Proactive AI settings. | ### ai-assistant (AI Assistant) 30 endpoints for AI chat sessions, providers, models, and tools. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/ai/sessions` | Chat session CRUD. | | GET | `/api/v1/ai/sessions/{id}/messages` | List messages in session. | | POST | `/api/v1/ai/sessions/{id}/stream` | Stream chat completion (SSE). | | GET/POST | `/api/v1/ai/providers` | AI provider CRUD. | | GET/POST | `/api/v1/ai/models` | AI model CRUD. | | GET/POST | `/api/v1/ai/presets` | Preset CRUD. | | GET | `/api/v1/ai/tools` | List available AI tools. | ### ai-ui-control (AI UI Control) WebSocket and REST endpoints for AI-driven UI control. | Method | Path | Description | |--------|------|-------------| | WebSocket | `/ws/ai-ui-control` | Real-time UI command stream. | | POST | `/api/v1/ai-ui-control/command` | Send UI command from AI agent. | ### tags (Tag Management) 8 endpoints for tag CRUD and assignment. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/tags` | Tag CRUD. | | POST/DELETE | `/api/v1/tags/assign` | Assign/remove tag from entity. | | POST | `/api/v1/tags/bulk-assign` | Bulk assign tags. | | GET | `/api/v1/tags/{tag_id}/entities` | Get entities with a tag. | ### permissions (Permission Management) 5 endpoints for file-level permissions and share links. | Method | Path | Description | |--------|------|-------------| | GET/POST | `/api/v1/dms/files/{file_id}/permissions` | File permission CRUD. | | POST | `/api/v1/dms/files/{file_id}/share-link` | Create public share link. | | DELETE | `/api/v1/dms/share-links/{link_id}` | Revoke share link. | ### public-share (Public Sharing) 2 endpoints — no auth required, token-based access. | Method | Path | Description | |--------|------|-------------| | GET | `/api/public/share/{token}` | Access shared resource via token. | | POST | `/api/public/share/{token}` | Interact with shared resource. | --- ## Schema Examples ### LoginRequest ```json {"email": "admin@leocrm.local", "password": "secure-password"} ``` ### AuthResponse ```json { "user_id": "550e8400-e29b-41d4-a716-446655440000", "email": "admin@leocrm.local", "name": "Admin User", "role": "admin", "tenant_id": "550e8400-e29b-41d4-a716-446655440001", "tenant_name": "Acme GmbH" } ``` ### UserCreate ```json { "email": "user@leocrm.local", "name": "John Doe", "password": "secure-password", "role": "viewer", "is_active": true } ``` ### UserResponse ```json { "id": "550e8400-e29b-41d4-a716-446655440000", "email": "user@leocrm.local", "name": "John Doe", "role": "viewer", "is_active": true, "tenant_id": "550e8400-e29b-41d4-a716-446655440001" } ``` ### HealthResponse ```json {"status": "healthy", "version": "1.0.0"} ``` ### UnreadCountResponse ```json {"count": 5} ``` --- ## KI Integration Notes ### For AI Agents 1. **Health Check**: Run `python scripts/ai_health_check.py --base-url --token ` before and after updates. 2. **Deploy**: Use `python scripts/ai_deploy.py --dry-run` to preview, then `python scripts/ai_deploy.py` for real deployment. 3. **OpenAPI**: The full OpenAPI spec is available at `/openapi.json` — use it for dynamic endpoint discovery. 4. **Safe Methods**: GET endpoints are safe to probe. POST/PUT/DELETE require careful payload construction. 5. **Session Auth**: AI agents should call `POST /api/v1/auth/login` first, then use the returned cookie for all subsequent requests. --- ## Phase G — Workflow MVP Endpoints ### Workflow CRUD | Method | Path | Description | Permission | |--------|------|-------------|-----------| | GET | `/api/v1/workflows` | List workflows (paginated) | `workflows:read` | | POST | `/api/v1/workflows` | Create workflow definition | `workflows:write` | | GET | `/api/v1/workflows/{id}` | Get workflow by ID | `workflows:read` | | PATCH | `/api/v1/workflows/{id}` | Update workflow | `workflows:write` | | DELETE | `/api/v1/workflows/{id}` | Delete workflow | `workflows:write` | ### Workflow Instances | Method | Path | Description | Permission | |--------|------|-------------|-----------| | GET | `/api/v1/workflows/instances` | List instances (paginated) | `workflows:read` | | POST | `/api/v1/workflows/{id}/instances` | Create instance | `workflows:write` | | GET | `/api/v1/workflows/instances/{id}` | Get instance by ID | `workflows:read` | | POST | `/api/v1/workflows/instances/{id}/advance` | Advance to next step | `workflows:write` | | POST | `/api/v1/workflows/instances/{id}/cancel` | Cancel instance | `workflows:write` | | POST | `/api/v1/workflows/instances/{id}/resume` | Resume waiting instance (G-RUN) | `workflows:write` | | GET | `/api/v1/workflows/instances/{id}/history` | Step history / execution log (G-LOG) | `workflows:read` | ### Triggers (G-EVT, G-MAN, G-WEB) | Method | Path | Description | Permission | |--------|------|-------------|-----------| | POST | `/api/v1/workflows/{id}/trigger` | Manual trigger (G-MAN) | `workflows:write` | | POST | `/api/v1/workflows/webhook/{token}` | Incoming webhook trigger (G-WEB) | Token-based | ### Approval (G-APPROVAL) | Method | Path | Description | Permission | |--------|------|-------------|-----------| | POST | `/api/v1/workflows/instances/{id}/approve` | Approve current step | `workflows:write` | | POST | `/api/v1/workflows/instances/{id}/reject` | Reject current step | `workflows:write` | ### Templates (G-UI-TEMPL) | Method | Path | Description | Permission | |--------|------|-------------|-----------| | GET | `/api/v1/workflows/templates` | List workflow templates | `workflows:read` | | POST | `/api/v1/workflows/templates/{id}/instantiate` | Create workflow from template | `workflows:write` | ### Step Types (14 total) | Type | Description | Config Fields | |------|-------------|---------------| | `action` | Execute configured action | `action_type`, `user_id`, `notification_*` | | `approval` | Pause for human approval | (none) | | `notification` | Send notification | `user_id`, `title`, `body`, `notification_type` | | `condition` | Branch on condition | `field`, `operator`, `value`, `on_true_step`, `on_false_step` | | `wait` | Wait/delay (G-WAIT) | `duration_seconds` or `resume_at` | | `http` | HTTP request (G-HTTP) | `method`, `url`, `headers`, `body`, `timeout_seconds`, `response_mapping` | | `mail` | Send email (G-MAIL) | `to`, `subject`, `body`, `account_id` | | `calendar` | Calendar event (G-CAL) | `action`, `title`, `start`, `end`, `event_id` | | `dms` | DMS interaction (G-DMS) | `action`, `query`, `file_id` | | `search` | Unified search (G-SEARCH) | `query`, `entity_type`, `limit` | | `agent` | Invoke AI agent (G-AGENT) | `agent_id`, `input`, `wait_for_completion` | | `crm` | CRM action (G-CRM) | `action`, `data`, `entity_id` | | `event` | Publish event (G-EVT) | `event_name`, `payload` | | `webhook` | Outgoing webhook (G-WEB) | `url`, `method`, `headers`, `body` | ### Durable WorkflowRun (G-RUN) - `status`: `pending` → `in_progress` → `waiting` → `in_progress` → `completed` / `failed` / `cancelled` - `resume_at`: ISO datetime when waiting instance should be resumed - `resume_reason`: `wait`, `approval`, `retry`, `event`, `webhook` - `step_state`: JSONB — per-step output stored for data flow between steps (G-CTX) - `retry_count` / `max_retries`: Retry with exponential backoff (G-RETRY) - `lock_owner` / `lock_expires_at`: Redis lock for concurrency control - `idempotency_key`: Deduplication for side-effect steps (G-IDEMP) - `error_message`: Last error message if failed ### SSRF Protection (G-HTTP) HTTP and webhook steps block: - Private/internal IP ranges (10.x, 172.16-31.x, 192.168.x) - Localhost (127.0.0.1, ::1, localhost) - Cloud metadata endpoints (metadata.google.internal) - Non-HTTP/HTTPS schemes (ftp, file, gopher) ### Automated-Decision Guard (G-HUMAN-DEC) Workflow steps with `ai_use_case_metadata` containing `risk_level >= medium` or `requires_approval: true` or `auto_execute: false` require human approval before execution. High-risk actions (send_email, delete_entity, execute_payment, etc.) require review even at low risk levels. --- ## Phase H — Knowledge Endpoints ### Wiki (H-WIKI, H-VER, H-LINK) | Method | Path | Description | Permission | |--------|------|-------------|-----------| | GET | `/api/v1/wiki/articles` | List articles (paginated, filterable) | `wiki:read` | | POST | `/api/v1/wiki/articles` | Create article | `wiki:write` | | GET | `/api/v1/wiki/articles/{id}` | Get article by ID | `wiki:read` | | PATCH | `/api/v1/wiki/articles/{id}` | Update article (creates version) | `wiki:write` | | DELETE | `/api/v1/wiki/articles/{id}` | Delete article (soft-delete) | `wiki:delete` | | GET | `/api/v1/wiki/articles/{id}/versions` | List article versions | `wiki:read` | | POST | `/api/v1/wiki/articles/{id}/versions/{version}/restore` | Restore article to version | `wiki:write` | | GET | `/api/v1/wiki/categories` | List categories | `wiki:read` | | POST | `/api/v1/wiki/categories` | Create category | `wiki:write` | ### Knowledge Sources (H-SRC) 4 source types: `wiki`, `dms`, `mail`, `communication`. Each provides content for RAG indexing via `fetch_source_content()`. ### Evidence References (H-CITE) RAG/Knowledge results include structured `EvidenceReference` objects with: - `source_type`, `source_id`, `title`, `url` (deep link) - `snippet`, `confidence`, `metadata` - `to_workstream_block()` for Communication display ### Knowledge Extraction (H-EXT, H-ENT, H-AUTO, H-CONF) - `extract_knowledge()`: LLM-based entity and relationship extraction - `auto_create_relationships()`: Creates high-confidence relationships in GraphRAG - Confidence threshold: 0.6 (low-confidence → review queue) - Entity types: person, company, project, location, date, other - Relationship types: works_for, related_to, has_email, part_of, etc. ### Knowledge Lifecycle (H-EVT, H-DATA-LIFE, H-RET) - **Event triggers**: `mail.received`, `dms.file_uploaded`, `wiki.article_published`, `communication.message_created` - **Derived-data lifecycle**: Source deletion/correction propagates to graph relationships and agent memory - **Retention policy**: wiki=unlimited, dms=365d, mail=180d, communication=90d - **Cleanup**: ARQ cron job removes expired knowledge ### Ask Knowledge (H-ASK) RAG queries with evidence cards via workstream. Returns answer + evidence references + workstream blocks. ### Review Queue (H-REV) Low-confidence extracted relationships pending human review. Approve boosts confidence to 0.8, reject deletes.