CRM Data Access

Type-safe Salesforce data access via GraphQL UIAPI.

---

Epic: GraphQL Client Infrastructure

Plan: Build a type-safe GraphQL client wrapper around Salesforce UIAPI with schema introspection and cursor-based pagination.

Architectural Context: The GraphQL client is the foundation for all CRM data access in the Advisor Console. Schema introspection enables compile-time error detection, catching broken queries before runtime. Cursor-based pagination with stack-based back-navigation provides a smooth browsing experience across large result sets.

Tasks

• Build graphqlClient.ts wrapper around Salesforce UIAPI
• Implement schema introspection for compile-time error detection
• Build cursor-based pagination with stack-based back-navigation

---

Epic: List Pages

Plan: Build list views for Members, Trips, Tasks, and Destinations with domain-specific filtering and a "New Trip" creation modal.

Architectural Context: List pages are the primary navigation surface for CRM data. Each list supports domain-specific filters (Members: Type/Tier/Level/Status, Trips: stage/date, Tasks: status/priority, Destinations: country/region). The "New Trip" modal enables inline record creation without leaving the list context.

Tasks

• Build Members list with 4-axis aggregated filtering (Type, Tier, Level, Status)
• Build Trips list with stage and date range filters
• Build Tasks list with status and priority filters
• Build Destinations list with country/region filtering
• Implement "New Trip" modal for record creation

---

Epic: Detail Pages

Plan: Build detail views for Members, Trips, Tasks, and Destinations with full record information and related data.

Architectural Context: Detail pages display full record information with related data (Member → trip history and preferences, Trip → editable fields). Each detail page links back to its parent list and supports click-through navigation from search results.

Tasks

• Build Member Detail page with trip history and preferences
• Build Trip Detail page (editable)
• Build Task Detail page
• Build Destination Detail page

---

Epic: Mutations

Plan: Implement GraphQL mutations for Trip create and update with optimistic updates for responsive UX.

Architectural Context: Mutations enable advisors to create and modify Trip records directly from the console. Optimistic updates reflect changes immediately in the UI before the server confirms, providing instant feedback. Conflict resolution handles concurrent edits.

Tasks

• Implement Trip create and update via GraphQL mutations
• Build optimistic updates for better UX