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Cookbook
Recipes for building a trading CRM and terminals on the SDK. Every recipe is a TypeScript file in docs/crm/snippets that the test run compiles against the real SDK types, so the code here is the code that works.
| Recipe | Side | You learn |
|---|---|---|
| Onboard a client end to end | staff | client → approve → account → link → first deposit |
| Call log and client timeline | staff | comments, calls, journal history |
| Deposits and withdrawals | staff | idempotent money operations, refusals |
| Self sign-up to approval | both | trader registration, live application queue |
| Show only what staff may use | staff | rights, group scope, navigator |
| Live prices | trader | binary price frames as exact decimals |
| Live dealer dashboard | staff | REST snapshot + socket events + resync |
| Place a trade | trader | request ids, requotes, timeouts |
| Run a report | staff | report jobs, socket progress, polling fallback |
| Read every page of a list | any | paging with an async generator |
All recipes share one client:
ts
import { Staff, Trader } from "@hybrid-solutions-09/noviqa-sdk";
// CRM / back office (admin and manager terminals). Browsers use cookies; apps use { type: "jwt" }.
export const staff = new Staff({ baseUrl: "", auth: { type: "session" } });
// Trader terminal (web, desktop, mobile, API).
export const trader = new Trader({ baseUrl: "", auth: { type: "session" } });