CE to PF-12 Integration Contract

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Overview

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Integration Pattern

┌─────────────────┐     ┌─────────────────┐
│     CE-05       │────▶│     PF-12       │
│ Pipeline Report │     │ Reports System  │
└─────────────────┘     └─────────────────┘
        │                       │
        ▼                       ▼
┌─────────────────┐     ┌─────────────────┐
│ Report Defns    │     │ execute-report  │
│ (pf_reports)    │     │ Edge Function   │
└─────────────────┘     └─────────────────┘

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Report Definitions

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Lead Pipeline Report

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Partner Scorecard Report

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Call Analytics Report

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Activity Analytics Report

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Scheduled Reports

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Default Schedules

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PHI/PII Protection

1. Secure Storage: Reports generated to access-controlled storage referenced by pf_report_schedules
2. Notification Only: Email via PF-10 contains secure portal link only, no PHI/PII
3. Auto-Expiry: Generated reports auto-expire after 30 days
4. Audit Logging: All report access logged to pf_audit_logs

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Role-Based Recipients

• Program Director → Lead Pipeline, Activity Analytics
• Business Development Director → Partner Scorecard
• Supervisor → Call Analytics

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API Contract

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Export Report (Synchronous)

import { ReportService } from '@/platform/reports';

// CE-05 components call PF-12 for export
const exportReport = async (params: {
  reportKey: 'ce_lead_pipeline' | 'ce_partner_scorecard' | 'ce_call_analytics' | 'ce_activity_analytics';
  organizationId: string;
  format: 'csv' | 'pdf';
  parameters: Record<string, unknown>;
}) => {
  return ReportService.generateReport(params);
};

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Schedule Report (Admin Only)

import { ReportService } from '@/platform/reports';

// Org admin schedules recurring report
const scheduleReport = async (params: {
  reportKey: string;
  organizationId: string;
  frequency: 'daily' | 'weekly' | 'monthly';
  recipients: { roleId: string }[];
  parameters: Record<string, unknown>;
}) => {
  return ReportService.createSchedule(params);
};

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Error Handling

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Dependencies

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Required PF-12 Tables

• pf_reports - Report definitions
• pf_report_schedules - Scheduled report configurations
• pf_report_executions - Execution history
• pf_report_permissions - Permission mappings

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Required Views (CE-05)

• ce_lead_pipeline_metrics
• ce_partner_scorecard
• ce_call_analytics
• ce_activity_analytics

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Testing Requirements

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Integration Tests

1. Report definition exists in pf_reports
2. Report generates successfully with sample data
3. Scheduled report executes on schedule
4. Export respects permission keys
5. PHI/PII protection in email notifications

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Security Tests

1. Cross-organization access blocked
2. Permission keys enforced
3. Audit logging verified
4. Auto-expiry working

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References

• PF-12 Spec: specs/pf/specs/PF-12-reports-system.md
• CE-05 Spec: specs/ce/specs/CE-05-pipeline-reporting.md
• Integration Patterns: docs/architecture/integrations/index.md