feat: restructure sales, add PDF quote generation and WebSocket support
This commit is contained in:
@@ -1,147 +0,0 @@
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import { createRoute } from "../../../modules/api-utils/createRoute";
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import { opportunities } from "../../../managers/opportunities";
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import { procurement } from "../../../managers/procurement";
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import { apiResponse } from "../../../modules/api-utils/apiResponse";
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import { ContentfulStatusCode } from "hono/utils/http-status";
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import { authMiddleware } from "../../middleware/authorization";
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import { z } from "zod";
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const LABOR_DEFAULT_RATE = {
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corporate: 100,
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residential: 85,
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} as const;
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const roundMoney = (value: number) => Math.round(value * 100) / 100;
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const addLaborSchema = z
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.object({
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laborStyle: z.enum(["field", "tech"]),
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customerType: z.enum(["corporate", "residential"]).optional(),
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hours: z.number().positive().optional(),
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rate: z.number().min(0).optional(),
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ppu: z.number().min(0).optional(),
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cpu: z.number().min(0).optional(),
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taxable: z.boolean().optional(),
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taxableFlag: z.boolean().optional(),
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description: z.string().min(1).optional(),
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customerDescription: z.string().min(1).optional(),
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procurementNotes: z.string().optional(),
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productNarrative: z.string().optional(),
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})
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.strict();
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/* POST /v1/sales/opportunities/:identifier/products/labor */
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export default createRoute(
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"post",
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["/opportunities/:identifier/products/labor"],
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async (c) => {
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const identifier = c.req.param("identifier");
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const body = await c.req.json();
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const input = addLaborSchema.parse(body);
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const laborCatalog = await procurement.fetchLaborCatalogItems();
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const selectedCatalog =
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input.laborStyle === "tech" ? laborCatalog.tech : laborCatalog.field;
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const customerType = input.customerType ?? "corporate";
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const defaultRate = LABOR_DEFAULT_RATE[customerType];
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const quantity = input.hours ?? 1;
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const ppu = input.ppu ?? input.rate ?? defaultRate;
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const cpu = input.cpu ?? roundMoney(ppu * 0.5);
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const taxableFlag =
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input.taxable ?? input.taxableFlag ?? selectedCatalog.salesTaxable;
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const makeCustomField = (
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caption: string,
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value: string,
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fieldId: number,
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) => ({
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id: fieldId,
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caption,
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type: "Text",
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entryMethod: "EntryField",
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value,
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});
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const payload = {
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...(input.procurementNotes || input.productNarrative
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? {
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customFields: [
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...(input.procurementNotes
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? [
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makeCustomField(
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"Procurement Notes",
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input.procurementNotes,
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29,
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),
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]
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: []),
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...(input.productNarrative
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? [
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makeCustomField(
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"Product Narrative",
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input.productNarrative,
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46,
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),
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]
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: []),
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],
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}
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: {}),
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catalogItem: { id: selectedCatalog.cwCatalogId },
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description:
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input.description ??
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selectedCatalog.name ??
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selectedCatalog.identifier ??
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`${input.laborStyle.toUpperCase()} Labor`,
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customerDescription: input.customerDescription,
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quantity,
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price: ppu,
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cost: cpu,
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taxableFlag,
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dropshipFlag: false,
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billableOption: "Billable",
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};
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const opportunity = await opportunities.fetchRecord(identifier);
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const [created] = await opportunity.addProcurementProducts(payload);
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const fields = Array.isArray(created?.customFields)
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? created.customFields
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: [];
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const procurementNotes =
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fields.find((f: any) => f?.id === 29)?.value ?? null;
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const productNarrative =
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fields.find((f: any) => f?.id === 46)?.value ?? null;
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const response = apiResponse.created(
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"Labor added to opportunity successfully!",
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{
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id: created?.id ?? null,
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forecastDetailId: created?.forecastDetailId ?? null,
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laborStyle: input.laborStyle,
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customerType,
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catalogItem: {
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id: selectedCatalog.cwCatalogId,
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identifier: selectedCatalog.identifier,
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name: selectedCatalog.name,
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},
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description: created?.description ?? payload.description,
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customerDescription:
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created?.customerDescription ?? input.customerDescription ?? null,
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quantity: created?.quantity ?? quantity,
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rate: ppu,
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ppu,
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cpu,
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revenue: roundMoney((created?.quantity ?? quantity) * ppu),
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cost: roundMoney((created?.quantity ?? quantity) * cpu),
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taxableFlag: created?.taxableFlag ?? taxableFlag,
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procurementNotes,
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productNarrative,
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},
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);
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return c.json(response, response.status as ContentfulStatusCode);
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},
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authMiddleware({ permissions: ["sales.opportunity.product.add.labor"] }),
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);
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@@ -1,69 +0,0 @@
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import { createRoute } from "../../../modules/api-utils/createRoute";
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import { opportunities } from "../../../managers/opportunities";
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import { apiResponse } from "../../../modules/api-utils/apiResponse";
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import { ContentfulStatusCode } from "hono/utils/http-status";
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import { authMiddleware } from "../../middleware/authorization";
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import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
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import { z } from "zod";
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const productItemSchema = z
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.object({
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catalogItem: z.object({ id: z.number().int().positive() }).optional(),
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forecastDescription: z.string().optional(),
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productDescription: z.string().optional(),
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quantity: z.number().positive().optional(),
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status: z.object({ id: z.number().int().positive() }).optional(),
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productClass: z.string().optional(),
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forecastType: z.string().optional(),
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revenue: z.number().optional(),
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cost: z.number().optional(),
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includeFlag: z.boolean().optional(),
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linkFlag: z.boolean().optional(),
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recurringFlag: z.boolean().optional(),
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taxableFlag: z.boolean().optional(),
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recurringRevenue: z.number().optional(),
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recurringCost: z.number().optional(),
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cycles: z.number().int().min(0).optional(),
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sequenceNumber: z.number().int().min(0).optional(),
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})
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.strict();
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const addProductSchema = z.union([
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productItemSchema,
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z.array(productItemSchema).min(1, "At least one product is required"),
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]);
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/* POST /v1/sales/opportunities/:identifier/products */
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export default createRoute(
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"post",
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["/opportunities/:identifier/products"],
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async (c) => {
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const identifier = c.req.param("identifier");
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const body = await c.req.json();
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const validated = addProductSchema.parse(body);
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const inputItems = Array.isArray(validated) ? validated : [validated];
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// Gate each submitted field against user permissions.
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// Only fields the user has permission for are forwarded to ConnectWise.
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const user = c.get("user");
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const gatedItems = await Promise.all(
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inputItems.map((item) =>
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processObjectValuePerms(item, "sales.opportunity.product.field", user),
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),
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);
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const item = await opportunities.fetchRecord(identifier);
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const created = await item.addProducts(gatedItems);
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const isBatch = Array.isArray(body);
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const response = apiResponse.created(
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isBatch
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? `${created.length} product(s) added to opportunity successfully!`
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: "Product added to opportunity successfully!",
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isBatch ? created.map((p) => p.toJson()) : created[0]!.toJson(),
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);
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return c.json(response, response.status as ContentfulStatusCode);
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},
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authMiddleware({ permissions: ["sales.opportunity.product.add"] }),
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);
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@@ -1,134 +0,0 @@
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import { createRoute } from "../../../modules/api-utils/createRoute";
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import { opportunities } from "../../../managers/opportunities";
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import { procurement } from "../../../managers/procurement";
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import { apiResponse } from "../../../modules/api-utils/apiResponse";
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import { ContentfulStatusCode } from "hono/utils/http-status";
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import { authMiddleware } from "../../middleware/authorization";
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import { z } from "zod";
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const specialOrderItemSchema = z
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.object({
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desc: z.string().min(1),
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customerDesc: z.string().min(1).optional(),
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qty: z.number().positive().optional(),
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price: z.number(),
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cost: z.number().optional(),
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taxable: z.boolean().optional(),
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taxableFlag: z.boolean().optional(),
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procurementNotes: z.string().optional(),
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productNarrative: z.string().optional(),
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})
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.strict();
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const addSpecialOrderSchema = z.union([
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specialOrderItemSchema,
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z
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.array(specialOrderItemSchema)
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.min(1, "At least one special-order product is required"),
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]);
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/* POST /v1/sales/opportunities/:identifier/products/special-order */
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export default createRoute(
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"post",
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["/opportunities/:identifier/products/special-order"],
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async (c) => {
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const identifier = c.req.param("identifier");
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const body = await c.req.json();
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const validated = addSpecialOrderSchema.parse(body);
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const inputItems = Array.isArray(validated) ? validated : [validated];
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const specialOrderCatalogItem =
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await procurement.fetchItem("SPECIAL ORDER");
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const makeCustomField = (
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caption: string,
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value: string,
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fieldId: number,
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) => ({
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id: fieldId,
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caption,
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type: "Text",
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entryMethod: "EntryField",
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value,
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});
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const normalizedItems = inputItems.map((item) => ({
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...(item.procurementNotes || item.productNarrative
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? {
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customFields: [
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...(item.procurementNotes
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? [
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makeCustomField(
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"Procurement Notes",
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item.procurementNotes,
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29,
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),
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]
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: []),
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...(item.productNarrative
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? [
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makeCustomField(
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"Product Narrative",
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item.productNarrative,
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46,
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),
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]
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: []),
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],
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}
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: {}),
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catalogItem: { id: specialOrderCatalogItem.cwCatalogId },
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description: item.desc,
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customerDescription: item.customerDesc,
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quantity: item.qty ?? 1,
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price: item.price,
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cost: item.cost,
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taxableFlag:
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item.taxable ??
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item.taxableFlag ??
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specialOrderCatalogItem.salesTaxable,
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dropshipFlag: false,
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billableOption: "Billable",
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}));
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const opportunity = await opportunities.fetchRecord(identifier);
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const created = await opportunity.addProcurementProducts(normalizedItems);
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const serialized = created.map((item: any) => {
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const fields = Array.isArray(item?.customFields) ? item.customFields : [];
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const procurementNotes =
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fields.find((f: any) => f?.id === 29)?.value ?? null;
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const productNarrative =
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fields.find((f: any) => f?.id === 46)?.value ?? null;
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return {
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id: item?.id ?? null,
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forecastDetailId: item?.forecastDetailId ?? null,
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description: item?.description ?? null,
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productDescription: item?.description ?? null,
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customerDescription: item?.customerDescription ?? null,
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quantity: item?.quantity ?? null,
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price: item?.price ?? null,
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revenue: item?.price ?? null,
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cost: item?.cost ?? null,
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taxableFlag: item?.taxableFlag ?? null,
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specialOrderFlag: item?.specialOrderFlag ?? null,
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procurementNotes,
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productNarrative,
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};
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});
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const isBatch = Array.isArray(body);
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const response = apiResponse.created(
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isBatch
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? `${created.length} special-order product(s) added successfully!`
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: "Special-order product added successfully!",
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isBatch ? serialized : serialized[0]!,
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);
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return c.json(response, response.status as ContentfulStatusCode);
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},
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authMiddleware({
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permissions: ["sales.opportunity.product.add.specialOrder"],
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}),
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);
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@@ -1,82 +0,0 @@
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import { createRoute } from "../../../modules/api-utils/createRoute";
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import { opportunities } from "../../../managers/opportunities";
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import { apiResponse } from "../../../modules/api-utils/apiResponse";
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import { ContentfulStatusCode } from "hono/utils/http-status";
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import { authMiddleware } from "../../middleware/authorization";
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import GenericError from "../../../Errors/GenericError";
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import { z } from "zod";
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const cancelProductSchema = z
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.object({
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quantityCancelled: z.number().int().min(0),
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cancellationReason: z.string().nullable().optional(),
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})
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.strict();
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/* PATCH /v1/sales/opportunities/:identifier/products/:productId/cancel */
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export default createRoute(
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"patch",
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["/opportunities/:identifier/products/:productId/cancel"],
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async (c) => {
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const identifier = c.req.param("identifier");
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const productId = Number(c.req.param("productId"));
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const body = await c.req.json();
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if (!Number.isInteger(productId) || productId <= 0) {
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throw new GenericError({
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status: 400,
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name: "InvalidProductId",
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message: "productId must be a positive integer",
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});
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}
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const input = cancelProductSchema.parse(body);
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const opportunity = await opportunities.fetchRecord(identifier);
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const products = await opportunity.fetchProducts();
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const product = products.find((item) => item.cwForecastId === productId);
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if (!product) {
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throw new GenericError({
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status: 404,
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name: "ForecastItemNotFound",
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message: `Forecast item ${productId} not found on opportunity`,
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});
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}
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const quantity = product.quantity ?? 0;
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if (input.quantityCancelled > quantity) {
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throw new GenericError({
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status: 400,
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name: "InvalidCancelledQuantity",
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message: `quantityCancelled cannot exceed product quantity (${quantity})`,
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});
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}
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await opportunity.setProductCancellation(productId, {
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quantityCancelled: input.quantityCancelled,
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cancellationReason: input.cancellationReason,
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});
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const refreshedProducts = await opportunity.fetchProducts({ fresh: true });
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const updated = refreshedProducts.find((item) => item.cwForecastId === productId);
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if (!updated) {
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throw new GenericError({
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status: 404,
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name: "ForecastItemNotFound",
|
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message: `Forecast item ${productId} not found on opportunity`,
|
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});
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}
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|
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const response = apiResponse.successful(
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input.quantityCancelled === 0
|
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? "Product uncancelled successfully!"
|
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: "Product cancellation updated successfully!",
|
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updated.toJson(),
|
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);
|
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return c.json(response, response.status as ContentfulStatusCode);
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},
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authMiddleware({ permissions: ["sales.opportunity.product.update"] }),
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);
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@@ -1,25 +0,0 @@
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import { createRoute } from "../../../modules/api-utils/createRoute";
|
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import { opportunities } from "../../../managers/opportunities";
|
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import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
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import { ContentfulStatusCode } from "hono/utils/http-status";
|
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import { authMiddleware } from "../../middleware/authorization";
|
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|
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/* GET /v1/sales/opportunities/:identifier/contacts */
|
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export default createRoute(
|
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"get",
|
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["/opportunities/:identifier/contacts"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
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const item = await opportunities.fetchRecord(identifier);
|
||||
|
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const data = await item.fetchContacts();
|
||||
|
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const response = apiResponse.successful(
|
||||
"Opportunity contacts fetched successfully!",
|
||||
data,
|
||||
);
|
||||
|
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return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
|
||||
);
|
||||
@@ -1,47 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
import { resolveMember } from "../../../modules/cw-utils/members/memberCache";
|
||||
import { z } from "zod";
|
||||
|
||||
/* POST /v1/sales/opportunities/:identifier/notes */
|
||||
export default createRoute(
|
||||
"post",
|
||||
["/opportunities/:identifier/notes"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const body = await c.req.json();
|
||||
|
||||
const schema = z.object({
|
||||
text: z.string().min(1, "Note text is required"),
|
||||
flagged: z.boolean().optional(),
|
||||
});
|
||||
|
||||
const data = schema.parse(body);
|
||||
|
||||
const item = await opportunities.fetchRecord(identifier);
|
||||
const user = c.get("user");
|
||||
|
||||
const created = await item.addNote(data.text, user.login, {
|
||||
flagged: data.flagged,
|
||||
});
|
||||
|
||||
const response = apiResponse.created(
|
||||
"Opportunity note created successfully!",
|
||||
{
|
||||
id: created.id,
|
||||
text: created.text,
|
||||
type: created.type
|
||||
? { id: created.type.id, name: created.type.name }
|
||||
: null,
|
||||
flagged: created.flagged,
|
||||
enteredBy: await resolveMember(created.enteredBy),
|
||||
},
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.note.create"] }),
|
||||
);
|
||||
@@ -1,33 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
import GenericError from "../../../Errors/GenericError";
|
||||
|
||||
/* DELETE /v1/sales/opportunities/:identifier/notes/:noteId */
|
||||
export default createRoute(
|
||||
"delete",
|
||||
["/opportunities/:identifier/notes/:noteId"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const noteId = Number(c.req.param("noteId"));
|
||||
|
||||
if (isNaN(noteId))
|
||||
throw new GenericError({
|
||||
status: 400,
|
||||
name: "InvalidNoteId",
|
||||
message: "Note ID must be a number",
|
||||
});
|
||||
|
||||
const item = await opportunities.fetchRecord(identifier);
|
||||
await item.deleteNote(noteId);
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Opportunity note deleted successfully!",
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.note.delete"] }),
|
||||
);
|
||||
@@ -18,8 +18,9 @@ import {
|
||||
fetchAndCacheProducts,
|
||||
fetchAndCacheSite,
|
||||
} from "../../../modules/cache/opportunityCache";
|
||||
import { generatedQuotes } from "../../../managers/generatedQuotes";
|
||||
|
||||
/* GET /v1/sales/opportunities/:identifier?include=notes,contacts,products */
|
||||
/* GET /v1/sales/opportunities/:identifier?include=notes,contacts,products,quotes */
|
||||
export default createRoute(
|
||||
"get",
|
||||
["/opportunities/:identifier"],
|
||||
@@ -140,6 +141,11 @@ export default createRoute(
|
||||
.fetchProducts()
|
||||
.then((products) => products.map((p) => p.toJson()));
|
||||
}
|
||||
if (includes.has("quotes")) {
|
||||
subResourcePromises.quotes = generatedQuotes
|
||||
.fetchByOpportunity(item.id)
|
||||
.then((quotes) => quotes.map((q) => q.toJson()));
|
||||
}
|
||||
|
||||
const keys = Object.keys(subResourcePromises);
|
||||
const results = await Promise.all(keys.map((k) => subResourcePromises[k]));
|
||||
|
||||
@@ -1,34 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
import GenericError from "../../../Errors/GenericError";
|
||||
|
||||
/* GET /v1/sales/opportunities/:identifier/notes/:noteId */
|
||||
export default createRoute(
|
||||
"get",
|
||||
["/opportunities/:identifier/notes/:noteId"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const noteId = Number(c.req.param("noteId"));
|
||||
|
||||
if (isNaN(noteId))
|
||||
throw new GenericError({
|
||||
status: 400,
|
||||
name: "InvalidNoteId",
|
||||
message: "Note ID must be a number",
|
||||
});
|
||||
|
||||
const item = await opportunities.fetchRecord(identifier);
|
||||
const data = await item.fetchNote(noteId);
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Opportunity note fetched successfully!",
|
||||
data,
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
|
||||
);
|
||||
@@ -1,51 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { procurement } from "../../../managers/procurement";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
|
||||
/* GET /v1/sales/opportunities/:identifier/products/labor/options */
|
||||
export default createRoute(
|
||||
"get",
|
||||
["/opportunities/:identifier/products/labor/options"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
|
||||
await opportunities.fetchRecord(identifier);
|
||||
|
||||
const laborCatalog = await procurement.fetchLaborCatalogItems();
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Labor product options fetched successfully!",
|
||||
{
|
||||
defaults: {
|
||||
customerType: "corporate",
|
||||
rates: {
|
||||
corporate: 100,
|
||||
residential: 85,
|
||||
},
|
||||
cpuMultiplier: 0.5,
|
||||
quantity: 1,
|
||||
},
|
||||
options: {
|
||||
field: {
|
||||
cwCatalogId: laborCatalog.field.cwCatalogId,
|
||||
identifier: laborCatalog.field.identifier,
|
||||
name: laborCatalog.field.name,
|
||||
taxableFlag: laborCatalog.field.salesTaxable,
|
||||
},
|
||||
tech: {
|
||||
cwCatalogId: laborCatalog.tech.cwCatalogId,
|
||||
identifier: laborCatalog.tech.identifier,
|
||||
name: laborCatalog.tech.name,
|
||||
taxableFlag: laborCatalog.tech.salesTaxable,
|
||||
},
|
||||
},
|
||||
},
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.product.add.labor"] }),
|
||||
);
|
||||
@@ -1,25 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
|
||||
/* GET /v1/sales/opportunities/:identifier/notes */
|
||||
export default createRoute(
|
||||
"get",
|
||||
["/opportunities/:identifier/notes"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const item = await opportunities.fetchRecord(identifier);
|
||||
|
||||
const data = await item.fetchNotes();
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Opportunity notes fetched successfully!",
|
||||
data,
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
|
||||
);
|
||||
@@ -1,25 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
|
||||
/* GET /v1/sales/opportunities/:identifier/products */
|
||||
export default createRoute(
|
||||
"get",
|
||||
["/opportunities/:identifier/products"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const item = await opportunities.fetchRecord(identifier);
|
||||
|
||||
const data = await item.fetchProducts();
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Opportunity products fetched successfully!",
|
||||
data.map((p) => p.toJson()),
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
|
||||
);
|
||||
@@ -1,25 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
|
||||
/* POST /v1/sales/opportunities/:identifier/refresh */
|
||||
export default createRoute(
|
||||
"post",
|
||||
["/opportunities/:identifier/refresh"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const item = await opportunities.fetchItem(identifier);
|
||||
|
||||
const refreshed = await item.refreshFromCW();
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Opportunity refreshed from ConnectWise successfully!",
|
||||
refreshed.toJson(),
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.refresh"] }),
|
||||
);
|
||||
@@ -1,37 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
import { z } from "zod";
|
||||
|
||||
/* PATCH /v1/sales/opportunities/:identifier/products/sequence */
|
||||
export default createRoute(
|
||||
"patch",
|
||||
["/opportunities/:identifier/products/sequence"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const body = await c.req.json();
|
||||
|
||||
const schema = z.object({
|
||||
orderedIds: z
|
||||
.array(z.number().int().positive())
|
||||
.min(1, "At least one forecast item ID is required"),
|
||||
});
|
||||
|
||||
const { orderedIds } = schema.parse(body);
|
||||
|
||||
const item = await opportunities.fetchRecord(identifier);
|
||||
const updated = await item.resequenceProducts(orderedIds);
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Product sequence updated successfully!",
|
||||
{
|
||||
products: updated.map((p) => p.toJson()),
|
||||
},
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.product.update"] }),
|
||||
);
|
||||
@@ -1,57 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
import GenericError from "../../../Errors/GenericError";
|
||||
import { resolveMember } from "../../../modules/cw-utils/members/memberCache";
|
||||
import { z } from "zod";
|
||||
|
||||
/* PATCH /v1/sales/opportunities/:identifier/notes/:noteId */
|
||||
export default createRoute(
|
||||
"patch",
|
||||
["/opportunities/:identifier/notes/:noteId"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const noteId = Number(c.req.param("noteId"));
|
||||
|
||||
if (isNaN(noteId))
|
||||
throw new GenericError({
|
||||
status: 400,
|
||||
name: "InvalidNoteId",
|
||||
message: "Note ID must be a number",
|
||||
});
|
||||
|
||||
const body = await c.req.json();
|
||||
|
||||
const schema = z
|
||||
.object({
|
||||
text: z.string().min(1).optional(),
|
||||
flagged: z.boolean().optional(),
|
||||
})
|
||||
.refine((d) => d.text !== undefined || d.flagged !== undefined, {
|
||||
message: "At least one of 'text' or 'flagged' must be provided",
|
||||
});
|
||||
|
||||
const data = schema.parse(body);
|
||||
|
||||
const item = await opportunities.fetchRecord(identifier);
|
||||
const updated = await item.updateNote(noteId, data);
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Opportunity note updated successfully!",
|
||||
{
|
||||
id: updated.id,
|
||||
text: updated.text,
|
||||
type: updated.type
|
||||
? { id: updated.type.id, name: updated.type.name }
|
||||
: null,
|
||||
flagged: updated.flagged,
|
||||
enteredBy: await resolveMember(updated.enteredBy),
|
||||
},
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.note.update"] }),
|
||||
);
|
||||
@@ -1,233 +0,0 @@
|
||||
import { createRoute } from "../../../modules/api-utils/createRoute";
|
||||
import { opportunities } from "../../../managers/opportunities";
|
||||
import { apiResponse } from "../../../modules/api-utils/apiResponse";
|
||||
import { ContentfulStatusCode } from "hono/utils/http-status";
|
||||
import { authMiddleware } from "../../middleware/authorization";
|
||||
import GenericError from "../../../Errors/GenericError";
|
||||
import { z } from "zod";
|
||||
|
||||
const PRODUCT_NARRATIVE_FIELD_ID = 46;
|
||||
const PROCUREMENT_NOTES_FIELD_ID = 29;
|
||||
|
||||
const updateProductSchema = z
|
||||
.object({
|
||||
productDescription: z.string().min(1).optional(),
|
||||
quantity: z.number().positive().optional(),
|
||||
unitPrice: z.number().min(0).optional(),
|
||||
unitCost: z.number().min(0).optional(),
|
||||
customerDescription: z.string().nullable().optional(),
|
||||
productNarrative: z.string().nullable().optional(),
|
||||
procurementNotes: z.string().nullable().optional(),
|
||||
})
|
||||
.strict()
|
||||
.refine(
|
||||
(value) =>
|
||||
Object.values(value).some(
|
||||
(item) => item !== undefined && item !== null,
|
||||
),
|
||||
"At least one editable field is required",
|
||||
);
|
||||
|
||||
const upsertCustomTextField = (
|
||||
fields: Array<Record<string, unknown>>,
|
||||
fieldId: number,
|
||||
caption: string,
|
||||
value: string,
|
||||
) => {
|
||||
const next = [...fields];
|
||||
const idx = next.findIndex((f) => Number(f.id) === fieldId);
|
||||
|
||||
const field = {
|
||||
id: fieldId,
|
||||
caption,
|
||||
type: "Text",
|
||||
entryMethod: "EntryField",
|
||||
value,
|
||||
};
|
||||
|
||||
if (idx === -1) {
|
||||
next.push(field);
|
||||
return next;
|
||||
}
|
||||
|
||||
next[idx] = {
|
||||
...next[idx],
|
||||
...field,
|
||||
};
|
||||
return next;
|
||||
};
|
||||
|
||||
/* PATCH /v1/sales/opportunities/:identifier/products/:productId/edit */
|
||||
export default createRoute(
|
||||
"patch",
|
||||
["/opportunities/:identifier/products/:productId/edit"],
|
||||
async (c) => {
|
||||
const identifier = c.req.param("identifier");
|
||||
const productId = Number(c.req.param("productId"));
|
||||
const body = await c.req.json();
|
||||
|
||||
if (!Number.isInteger(productId) || productId <= 0) {
|
||||
throw new GenericError({
|
||||
status: 400,
|
||||
name: "InvalidProductId",
|
||||
message: "productId must be a positive integer",
|
||||
});
|
||||
}
|
||||
|
||||
const input = updateProductSchema.parse(body);
|
||||
const opportunity = await opportunities.fetchRecord(identifier);
|
||||
|
||||
const forecastItems = await opportunity.fetchProducts();
|
||||
const forecastItem = forecastItems.find(
|
||||
(item) => item.cwForecastId === productId,
|
||||
);
|
||||
|
||||
if (!forecastItem) {
|
||||
throw new GenericError({
|
||||
status: 404,
|
||||
name: "ForecastItemNotFound",
|
||||
message: `Forecast item ${productId} not found on opportunity`,
|
||||
});
|
||||
}
|
||||
|
||||
const forecastJson = forecastItem.toJson();
|
||||
const effectiveQuantity = input.quantity ?? forecastJson.quantity ?? 1;
|
||||
|
||||
const forecastPatch: Record<string, unknown> = {};
|
||||
if (input.productDescription !== undefined) {
|
||||
forecastPatch.productDescription = input.productDescription;
|
||||
}
|
||||
if (input.quantity !== undefined) {
|
||||
forecastPatch.quantity = input.quantity;
|
||||
}
|
||||
if (input.customerDescription !== undefined && input.customerDescription !== null) {
|
||||
forecastPatch.customerDescription = input.customerDescription;
|
||||
}
|
||||
if (input.unitPrice !== undefined) {
|
||||
forecastPatch.revenue = Number(
|
||||
(input.unitPrice * effectiveQuantity).toFixed(2),
|
||||
);
|
||||
}
|
||||
if (input.unitCost !== undefined) {
|
||||
forecastPatch.cost = Number((input.unitCost * effectiveQuantity).toFixed(2));
|
||||
}
|
||||
|
||||
const existingProcurement =
|
||||
await opportunity.fetchProcurementProductByForecastItem(productId);
|
||||
|
||||
if (
|
||||
(input.productNarrative !== undefined ||
|
||||
input.procurementNotes !== undefined) &&
|
||||
!existingProcurement
|
||||
) {
|
||||
throw new GenericError({
|
||||
status: 400,
|
||||
name: "ProcurementLinkRequired",
|
||||
message:
|
||||
"Product Narrative and Procurement Notes can only be updated on products linked to a procurement record",
|
||||
});
|
||||
}
|
||||
|
||||
let updatedProcurement = existingProcurement;
|
||||
if (existingProcurement) {
|
||||
const procurementPatch: Record<string, unknown> = {};
|
||||
if (input.productDescription !== undefined) {
|
||||
procurementPatch.description = input.productDescription;
|
||||
}
|
||||
if (input.quantity !== undefined) {
|
||||
procurementPatch.quantity = input.quantity;
|
||||
}
|
||||
if (input.unitPrice !== undefined) {
|
||||
procurementPatch.price = input.unitPrice;
|
||||
}
|
||||
if (input.unitCost !== undefined) {
|
||||
procurementPatch.cost = input.unitCost;
|
||||
}
|
||||
if (
|
||||
input.customerDescription !== undefined &&
|
||||
input.customerDescription !== null
|
||||
) {
|
||||
procurementPatch.customerDescription = input.customerDescription;
|
||||
}
|
||||
|
||||
const existingFields = Array.isArray(existingProcurement.customFields)
|
||||
? existingProcurement.customFields.map((field) => ({ ...field }))
|
||||
: [];
|
||||
|
||||
let updatedFields = existingFields as Array<Record<string, unknown>>;
|
||||
if (input.procurementNotes !== undefined && input.procurementNotes !== null) {
|
||||
updatedFields = upsertCustomTextField(
|
||||
updatedFields,
|
||||
PROCUREMENT_NOTES_FIELD_ID,
|
||||
"Procurement Notes",
|
||||
input.procurementNotes,
|
||||
);
|
||||
}
|
||||
if (input.productNarrative !== undefined && input.productNarrative !== null) {
|
||||
updatedFields = upsertCustomTextField(
|
||||
updatedFields,
|
||||
PRODUCT_NARRATIVE_FIELD_ID,
|
||||
"Product Narrative",
|
||||
input.productNarrative,
|
||||
);
|
||||
}
|
||||
if (
|
||||
(input.procurementNotes !== undefined &&
|
||||
input.procurementNotes !== null) ||
|
||||
(input.productNarrative !== undefined &&
|
||||
input.productNarrative !== null)
|
||||
) {
|
||||
procurementPatch.customFields = updatedFields;
|
||||
}
|
||||
|
||||
if (Object.keys(procurementPatch).length > 0) {
|
||||
updatedProcurement =
|
||||
await opportunity.updateProcurementProductByForecastItem(
|
||||
productId,
|
||||
procurementPatch,
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
let updatedForecast = forecastJson;
|
||||
if (Object.keys(forecastPatch).length > 0) {
|
||||
const patched = await opportunity.updateProduct(productId, forecastPatch);
|
||||
updatedForecast = patched.toJson();
|
||||
}
|
||||
|
||||
const updatedFields = Array.isArray(updatedProcurement?.customFields)
|
||||
? updatedProcurement.customFields
|
||||
: [];
|
||||
const procurementNotes =
|
||||
updatedFields.find((field: any) => field?.id === PROCUREMENT_NOTES_FIELD_ID)
|
||||
?.value ?? null;
|
||||
const productNarrative =
|
||||
updatedFields.find((field: any) => field?.id === PRODUCT_NARRATIVE_FIELD_ID)
|
||||
?.value ?? null;
|
||||
|
||||
const quantity = updatedProcurement?.quantity ?? updatedForecast.quantity ?? null;
|
||||
const unitPrice = updatedProcurement?.price ?? null;
|
||||
const unitCost = updatedProcurement?.cost ?? null;
|
||||
|
||||
const response = apiResponse.successful(
|
||||
"Product updated successfully!",
|
||||
{
|
||||
...updatedForecast,
|
||||
productDescription:
|
||||
updatedProcurement?.description ?? updatedForecast.productDescription,
|
||||
customerDescription:
|
||||
updatedProcurement?.customerDescription ??
|
||||
updatedForecast.customerDescription ??
|
||||
null,
|
||||
quantity,
|
||||
unitPrice,
|
||||
unitCost,
|
||||
procurementNotes,
|
||||
productNarrative,
|
||||
},
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.product.update"] }),
|
||||
);
|
||||
Reference in New Issue
Block a user