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dataverse-example-case-portal

Example case management portal built with React + Tailwind CSS, showcasing the dataverse-contact-api.

Features

  • View your cases (My Cases) and team cases (Team Cases)
  • Search, sort, and group cases by status, priority, or type
  • View case details with notes timeline
  • Create new cases — provide a title and description; contact and account are auto-linked by the API
  • Add notes to existing cases
  • Real-time updates — when data changes via another user or MCP, the UI refreshes automatically via Azure SignalR

Setup

  1. Create an Auth0 SPA Application for this portal (same tenant as the API, same audience)
  2. Copy .env.example to .env and fill in the values
  3. Add the portal's Vercel URL to the Auth0 app's Allowed Callback URLs, Allowed Logout URLs, and Allowed Web Origins
  4. npm install && npm run dev

Environment Variables

Variable Description
VITE_AUTH0_DOMAIN Your Auth0 tenant domain
VITE_AUTH0_CLIENT_ID SPA Application client ID (create a new one for this portal)
VITE_AUTH0_AUDIENCE Same API audience as the dataverse-contact-api
VITE_API_BASE_URL Root URL of the deployed API (e.g. https://your-api.vercel.app)

Real-time notifications

The portal automatically connects to Azure SignalR (via the SDK's useRealtime hook) when the API has SIGNALR_CONNECTION_STRING configured. When any user creates or updates a record — via the portal, REST API, or MCP — all other connected users see the change immediately without refreshing.

No portal-side configuration needed. The @microsoft/signalr package is already included as a dependency.

Deployment

Deployed as a static SPA on Vercel. The vercel.json handles SPA routing.

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