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feat: add product to opportunity route, local product sequencing

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- Add POST /v1/sales/opportunities/:identifier/products with field-level permission gating
- Add CWForecastItemCreate type for forecast item creation
- Store product display order locally (productSequence Int[] on Opportunity)
- Rewrite resequenceProducts to be local-only (no CW PUT, stable IDs)
- Remove reorderProducts CW util (PUT regenerated IDs & broke procurement)
- Update fetchProducts to apply local ordering with CW sequenceNumber fallback
- Add productSequence to OpportunityController.toJson()
- Update API_ROUTES.md, PERMISSIONS.md, PermissionNodes.ts
This commit is contained in:
Jackson Roberts
2026-03-01 18:01:02 -06:00
parent d7b374f8ab
commit 30b408e0db
19 changed files with 1030 additions and 107 deletions
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PERMISSIONS.md
+37 -9
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@@ -128,15 +128,43 @@ Admin-specific UI permissions that control visibility and data loading for admin
Permissions for accessing and managing sales opportunities. Opportunities are synced from ConnectWise and stored locally; sub-resources (products, notes, contacts) are fetched live from CW.
| Permission Node | Description | Used In | Dependencies |
| ---------------------------------- | -------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------- |
| `sales.opportunity.fetch` | Fetch a single opportunity and its CW sub-resources (products, notes, contacts) | [src/api/sales/[id]/fetch.ts](src/api/sales/[id]/fetch.ts), [src/api/sales/[id]/products.ts](src/api/sales/[id]/products.ts), [src/api/sales/[id]/notes.ts](src/api/sales/[id]/notes.ts), [src/api/sales/[id]/fetchNote.ts](src/api/sales/[id]/fetchNote.ts), [src/api/sales/[id]/contacts.ts](src/api/sales/[id]/contacts.ts) | |
| `sales.opportunity.fetch.many` | Fetch multiple opportunities (paginated/searchable), count, or opportunity types | [src/api/sales/fetchAll.ts](src/api/sales/fetchAll.ts), [src/api/sales/count.ts](src/api/sales/count.ts), [src/api/sales/fetchOpportunityTypes.ts](src/api/sales/fetchOpportunityTypes.ts) | |
| `sales.opportunity.refresh` | Refresh a single opportunity's local data from ConnectWise | [src/api/sales/[id]/refresh.ts](src/api/sales/[id]/refresh.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.note.create` | Create a new note on an opportunity | [src/api/sales/[id]/createNote.ts](src/api/sales/[id]/createNote.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.note.update` | Update an existing note on an opportunity | [src/api/sales/[id]/updateNote.ts](src/api/sales/[id]/updateNote.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.note.delete` | Delete a note from an opportunity | [src/api/sales/[id]/deleteNote.ts](src/api/sales/[id]/deleteNote.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.product.update` | Update products (forecast items) on an opportunity, including resequencing | [src/api/sales/[id]/resequenceProducts.ts](src/api/sales/[id]/resequenceProducts.ts) | `sales.opportunity.fetch` |
| Permission Node | Description | Used In | Dependencies |
| ---------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------- |
| `sales.opportunity.fetch` | Fetch a single opportunity and its CW sub-resources (products, notes, contacts) | [src/api/sales/[id]/fetch.ts](src/api/sales/[id]/fetch.ts), [src/api/sales/[id]/products.ts](src/api/sales/[id]/products.ts), [src/api/sales/[id]/notes.ts](src/api/sales/[id]/notes.ts), [src/api/sales/[id]/fetchNote.ts](src/api/sales/[id]/fetchNote.ts), [src/api/sales/[id]/contacts.ts](src/api/sales/[id]/contacts.ts) | |
| `sales.opportunity.fetch.many` | Fetch multiple opportunities (paginated/searchable), count, or opportunity types | [src/api/sales/fetchAll.ts](src/api/sales/fetchAll.ts), [src/api/sales/count.ts](src/api/sales/count.ts), [src/api/sales/fetchOpportunityTypes.ts](src/api/sales/fetchOpportunityTypes.ts) | |
| `sales.opportunity.refresh` | Refresh a single opportunity's local data from ConnectWise | [src/api/sales/[id]/refresh.ts](src/api/sales/[id]/refresh.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.note.create` | Create a new note on an opportunity | [src/api/sales/[id]/createNote.ts](src/api/sales/[id]/createNote.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.note.update` | Update an existing note on an opportunity | [src/api/sales/[id]/updateNote.ts](src/api/sales/[id]/updateNote.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.note.delete` | Delete a note from an opportunity | [src/api/sales/[id]/deleteNote.ts](src/api/sales/[id]/deleteNote.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.product.update` | Update products (forecast items) on an opportunity, including resequencing | [src/api/sales/[id]/resequenceProducts.ts](src/api/sales/[id]/resequenceProducts.ts) | `sales.opportunity.fetch` |
| `sales.opportunity.product.add` | Add a new product (forecast item) to an opportunity. Individual fields gated by `sales.opportunity.product.field.<field>` permissions. | [src/api/sales/[id]/addProduct.ts](src/api/sales/[id]/addProduct.ts) | `sales.opportunity.fetch` |
<details>
<summary><strong>Field-level permissions for <code>sales.opportunity.product.add</code></strong></summary>
Each submitted field is gated by a `sales.opportunity.product.field.<field>` permission node. Only fields the user has permission for are forwarded to ConnectWise.
| Field Permission Node | Description |
| ----------------------------------------------------- | -------------------------------------------------------- |
| `sales.opportunity.product.field.catalogItem` | Set the catalog item reference |
| `sales.opportunity.product.field.forecastDescription` | Set the forecast description |
| `sales.opportunity.product.field.productDescription` | Set the product description |
| `sales.opportunity.product.field.quantity` | Set the quantity |
| `sales.opportunity.product.field.status` | Set the status reference |
| `sales.opportunity.product.field.productClass` | Set the product class (e.g. Product, Service, Agreement) |
| `sales.opportunity.product.field.forecastType` | Set the forecast type |
| `sales.opportunity.product.field.revenue` | Set the revenue amount |
| `sales.opportunity.product.field.cost` | Set the cost amount |
| `sales.opportunity.product.field.includeFlag` | Set the include flag |
| `sales.opportunity.product.field.linkFlag` | Set the link flag |
| `sales.opportunity.product.field.recurringFlag` | Set the recurring flag |
| `sales.opportunity.product.field.taxableFlag` | Set the taxable flag |
| `sales.opportunity.product.field.recurringRevenue` | Set the recurring revenue amount |
| `sales.opportunity.product.field.recurringCost` | Set the recurring cost amount |
| `sales.opportunity.product.field.cycles` | Set the number of recurring cycles |
| `sales.opportunity.product.field.sequenceNumber` | Set the sequence number (display order) |
</details>
### UniFi Permissions