Project engagement tracking with comprehensive workflow management

This endpoint delivers complete project engagement management including:

• Client engagement tracking with date-based filtering
• Multi-level staff assignment management (partner and manager roles)
• Project status workflow tracking and reporting
• Template-driven engagement naming and standardization
• Date range analysis for project timeline management

Project Management Capabilities:

• Start and end date tracking for project lifecycles
• Status-based workflow management (ACTIVE, COMPLETED, ON_HOLD, EXECUTED, etc.)
• Staff assignment tracking at partner and manager levels
• Client relationship management for engagement context

Workflow Features:

• Template-based engagement creation for consistency
• Status progression tracking for project milestones
• Staff allocation and responsibility assignment
• Client-specific engagement history and analysis

Business Intelligence:

• Engagement duration analysis and reporting
• Staff utilization and assignment tracking
• Client engagement patterns and history
• Project status distribution and workflow analysis

Filtering and Analysis:

• Client-specific engagement retrieval
• Status-based workflow filtering
• Date range queries for period analysis
• Staff assignment reporting and allocation

Real Example:

curl --location 'https://{{host}}/v1/engagements' \
--header 'Authorization: bearer {{token}} \
--header 'Content-Type: application/json' \
--data '{
  "pageSize": 25,
  "page": 0
}'

Search Engagements with Dynamic Filters

This endpoint allows you to search engagements using dynamic filters, enabling flexible querying based on various criteria.

Features:

• Supports multiple filter conditions
• Pagination for large result sets
• Sorting options for results

Example Usage:

curl --location 'https://{{host}}/v1/engagements/search' \
--data '{
  "pageSize": 1,
  "where": {
    "_and": [
      {
        "_or": [
          {
            "name": {
              "_ilike": "%review%"
            }
          },
          {
            "engagementNameTemplate": {
              "_ilike": "%tax%"
            }
          }
        ]
      },
      {
        "status": {
          "_in": ["ACTIVE", "EXECUTED"]
        }
      },
      {
        "createdAt": {
          "_gte": "1900-01-01T00:00:00Z"
        }
      },
      {
        "partnerStaffId": {
          "_in": [
            5,
            6,
            7,
            8
          ]
        }
      }
    ]
  },
  "orderBy": [
    {
      "name": "asc"
    },
    {
      "createdAt": "desc"
    }
  ]
}'

Retrieve a specific engagement by its unique identifier

This endpoint provides detailed engagement information including:

• Complete engagement details and scope
• Engagement status and lifecycle information
• Client relationship and contact details
• Project portfolio and deliverables
• Team assignments and resource allocation
• Financial terms and billing arrangements

Engagement Management Features:

• Engagement lifecycle tracking
• Client relationship management
• Project portfolio oversight
• Team resource allocation
• Financial terms and billing setup

Engagement Details Include:

• Engagement name and description
• Engagement status and type
• Client and contact information
• Project portfolio details
• Team assignments
• Financial terms and billing

Business Applications:

• Engagement status monitoring
• Client relationship management
• Project portfolio analysis
• Resource allocation planning
• Financial performance tracking

Real Example:

curl --location 'https://{{host}}/v1/engagement/34567' \
--header 'Authorization: bearer {{token}}' \
--header 'Content-Type: application/json'

Response Example:

{
  "id": 34567,
  "name": "Annual Audit Engagement 2024",
  "description": "Comprehensive annual audit engagement including financial statements, tax preparation, and compliance review",
  "status": "ACTIVE",
  "type": "AUDIT",
  "clientId": 789,
  "clientName": "Acme Corporation",
  "clientEmail": "finance@acme.com",
  "clientPhone": "+1-555-0123",
  "startDate": "2024-01-01T00:00:00Z",
  "endDate": "2024-12-31T23:59:59Z",
  "estimatedValue": 50000.00,
  "currency": "USD",
  "projects": [
    {
      "id": 67890,
      "name": "Q4 Financial Audit",
      "status": "IN_PROGRESS",
      "budget": 25000.00
    },
    {
      "id": 67891,
      "name": "Tax Preparation",
      "status": "PLANNING",
      "budget": 15000.00
    }
  ],
  "teamMembers": [
    {
      "staffId": 123,
      "name": "John Smith",
      "role": "ENGAGEMENT_PARTNER",
      "allocation": 0.3
    },
    {
      "staffId": 124,
      "name": "Jane Doe",
      "role": "SENIOR_MANAGER",
      "allocation": 0.8
    }
  ],
  "billingTerms": {
    "billingFrequency": "MONTHLY",
    "paymentTerms": "NET_30",
    "rateType": "HOURLY",
    "defaultRate": 250.00
  },
  "notes": "Annual engagement with quarterly reviews and monthly billing",
  "createdAt": "2023-12-15T10:00:00Z",
  "updatedAt": "2024-11-20T14:30:00Z"
}