Action Centre API

All endpoints require authentication and action-centre tool permissions.

Combined Page Load

GET /api/action-items/centre

Single endpoint returning everything the Action Centre page needs.

Query parameters:

Param	Type	Description
sprint_id	string	Load a specific sprint instead of auto-detecting the active one

Response:

{
  "action_items": [...],
  "counts": {
    "overdue": 3,
    "today": 5,
    "this_week": 12,
    "total": 20,
    "by_module": { "deals": 4, "clients": 6, ... }
  },
  "preferences": [...],
  "show_work_board": true,
  "current_sprint": { "id", "name", "start_date", "end_date", "project_id", "project_name", "company_name" },
  "sprint_tasks": [...],
  "backlog_tasks": [...],
  "sprint_adjacent": { "previous": { "id", "name" }, "next": { "id", "name" } }
}

List Action Items

GET /api/action-items

Query parameters:

Param	Type	Description
source_module	string	Filter by module (comma-separated)
source_type	string	Filter by type (comma-separated)
urgency	string	Filter by urgency: overdue, today, this_week, normal
company_id	string	Filter by company
assigned_to	string	Filter by assigned user (exec/head only)
is_completed	number	0 for open (default), 1 for completed
page	number	Page number (default: 1)
limit	number	Items per page (default: 50, max: 100)

Scoping: Employee/Lead/Manager see only items assigned to them. Head/Executive can see all.

Response: { action_items: [...] }

Get Counts

GET /api/action-items/counts

Returns counts grouped by module and urgency. Used for filter tab badges.

Response:

{
  "overdue": 3,
  "today": 5,
  "this_week": 12,
  "total": 20,
  "by_module": { "deals": 4, "clients": 6, "invoices": 2 }
}

Create Action Item

POST /api/action-items

Creates a manual action item. Permission: action-centre update.

Request body:

Field	Type	Required	Description
title	string	Yes	Action item title
description	string	No	Detailed description
company_id	string	No	Associated company
contact_id	string	No	Associated contact
deal_id	string	No	Associated deal
project_id	string	No	Associated project
assigned_to	string	No	Assigned user (defaults to current user)
due_date	string	No	Due date (ISO 8601)
notes	string	No	Notes

Response: { action_item: {...} } (201)

Update Action Item

PATCH /api/action-items/:id

Updatable fields: title, assigned_to, due_date, notes, urgency

Urgency is auto-recalculated if due_date changes.

Response: { action_item: {...} }

Complete Action Item

POST /api/action-items/:id/complete

Marks the item as completed. If the source module is relationships, also marks the linked relationship_auto_action as done.

Response: { success: true }

Delete Action Item

DELETE /api/action-items/:id

Only manual action items can be deleted. Returns 400 for auto/granola/cron items.

Requires update permission on action-centre. Users can delete their own manual action items (where created_by matches the current user). Users with manage permission can delete any manual action item. Returns 403 when neither condition is met.

Response: { success: true }

Get Preferences

GET /api/action-items/preferences

Returns the current user’s module visibility preferences. Empty array means role defaults apply.

Response: { preferences: [...] }

Update Preferences

PUT /api/action-items/preferences

Request body:

{
  "preferences": [
    { "source_module": "deals", "is_visible": 1, "show_work_board": 1 },
    { "source_module": "invoices", "is_visible": 0, "show_work_board": 1 }
  ]
}

Response: { success: true }