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Project Documentation

Single source of truth for routes, deploy flow, runtime mode, and troubleshooting.

1) Active Routes

/ — homepage
/app — personal app placeholder
/crm — CRM workspace
/docs — this page
/status — live service checks
api.derricklabs.com — API root
api.derricklabs.com/health.json — health check
api.derricklabs.com/api/crm — CRM read endpoint
api.derricklabs.com/api/quotes — quote read endpoint

2) Runtime Mode

Current CRM mode: auth-off (no magic-link login gate).
Frontend writes call API endpoints directly with JSON actions.
Auth should only be reintroduced when explicitly requested.

3) Deploy Flow

Repository: dkrumble/derrick-labs-web
Branch: main
Each push to main triggers Vercel deployment.
Web and API are separate Vercel projects (API root: api-service/).

4) Environment Variables (API project)

Variable	Purpose
`SUPABASE_URL`	Supabase project URL
`SUPABASE_SERVICE_ROLE_KEY`	Server-side DB/API access (private)
`SUPABASE_ANON_KEY`	Used for helper validation paths

5) API Endpoints

GET /api/crm — contacts, deals, activities
GET /api/quotes — quotes + quote items
POST /api/crm-write — action-based writes:
- create/update/delete_contact
- create/update/delete_deal, update_deal_stage
- create/delete_activity
- create_quote, update_quote_status, delete_quote

6) Current CRM/Quote Notes

CRM includes contact/deal CRUD + activity timeline.
Quote workflow supports multi-line items, statuses, duplicate, and PDF export.
If quote creation fails, check frontend for missing helper functions and API write endpoint errors.

7) Troubleshooting Quick Checks

Check status page first: /status
Verify API health JSON: /health.json
Verify CRM API response: /api/crm
If deploy fails on Vercel, confirm Git commit author email matches linked account.