feat: add product to opportunity route, local product sequencing

- 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

src/modules/cw-utils/opportunities/opportunities.ts

@@ -5,6 +5,7 @@ import {
   CWOpportunitySummary,
   CWForecast,
   CWForecastItem,
+  CWForecastItemCreate,
   CWOpportunityNote,
   CWOpportunityNoteCreate,
   CWOpportunityNoteUpdate,
@@ -118,27 +119,137 @@ export const opportunityCw = {
     const response = await connectWiseApi.get(
       `/sales/opportunities/${opportunityId}/forecast`,
     );
-
-    console.log(
-      `[CW fetchProducts] Opportunity ${opportunityId} forecast raw data:`,
-      JSON.stringify(response.data, null, 2),
-    );
     return response.data;
   },
 
+  /**
+   * Create Forecast Items
+   *
+   * Adds one or more forecast items (products) to an opportunity using
+   * POST. The CW forecast endpoint expects a Forecast object with a
+   * `forecastItems` array — we wrap just the new items inside that
+   * structure so existing items are never sent or touched.
+   */
+  createProducts: async (
+    opportunityId: number,
+    data: CWForecastItemCreate | CWForecastItemCreate[],
+  ): Promise<CWForecastItem[]> => {
+    const items_to_add = Array.isArray(data) ? data : [data];
+    const url = `/sales/opportunities/${opportunityId}/forecast`;
+
+    // 1. Fetch existing forecast to derive defaults & diff IDs later
+    const existing = await opportunityCw.fetchProducts(opportunityId);
+    const existingIds = new Set(
+      (existing.forecastItems ?? []).map((fi) => fi.id),
+    );
+
+    // Derive sensible defaults from an existing item when available
+    const templateItem = (existing.forecastItems ?? [])[0];
+    const defaultStatus = templateItem?.status
+      ? { id: templateItem.status.id }
+      : { id: 1 };
+    const defaultForecastType = templateItem?.forecastType ?? "Product";
+
+    // 2. Build forecast items with required CW fields filled in
+    const forecastItems = items_to_add.map((newItem) => ({
+      opportunity: { id: opportunityId },
+      status: defaultStatus,
+      forecastType: defaultForecastType,
+      ...(newItem as Record<string, unknown>),
+    }));
+
+    // 3. POST a Forecast wrapper containing only the new items
+    const response = await connectWiseApi.post(url, { forecastItems });
+    const updatedForecast: CWForecast = response.data;
+
+    // 4. Find newly-created item(s) by diffing IDs
+    const newItems = (updatedForecast.forecastItems ?? []).filter(
+      (fi) => !existingIds.has(fi.id),
+    );
+
+    // Fall back to the last N items if ID diffing finds nothing
+    return newItems.length > 0
+      ? newItems
+      : (updatedForecast.forecastItems ?? []).slice(-items_to_add.length);
+  },
+
   /**
    * Update Forecast Item
    *
-   * Updates a single forecast item (product) on an opportunity using PUT.
+   * PATCHes a single forecast item on the parent `/forecast` endpoint.
+   * CW supports JSON Patch with paths like `/forecastItems/{index}/field`.
+   * This preserves item IDs (unlike PUT which always regenerates them)
+   * and does NOT recalculate revenue/cost from linked catalog items.
+   *
+   * NOTE: Not all fields are patchable — `sequenceNumber` and `quantity`
+   * are read-only on forecast items. Product ordering is managed locally
+   * via `OpportunityController.resequenceProducts()` and stored in the
+   * database `productSequence` field.
    */
   updateProduct: async (
     opportunityId: number,
     forecastItemId: number,
     data: Record<string, unknown>,
   ): Promise<CWForecastItem> => {
-    const url = `/sales/opportunities/${opportunityId}/forecast/${forecastItemId}`;
-    const response = await connectWiseApi.put(url, data);
-    return response.data;
+    const forecast = await opportunityCw.fetchProducts(opportunityId);
+    const items = forecast.forecastItems ?? [];
+    const idx = items.findIndex((fi) => fi.id === forecastItemId);
+    if (idx === -1) {
+      throw new Error(
+        `Forecast item ${forecastItemId} not found on opportunity ${opportunityId}`,
+      );
+    }
+
+    const operations = Object.entries(data).map(([key, value]) => ({
+      op: "replace" as const,
+      path: `/forecastItems/${idx}/${key}`,
+      value,
+    }));
+
+    const url = `/sales/opportunities/${opportunityId}/forecast`;
+    const response = await connectWiseApi.patch(url, operations);
+    const updated: CWForecast = response.data;
+    return (updated.forecastItems ?? [])[idx]!;
+  },
+
+  /**
+   * Bulk-update Forecast Items
+   *
+   * PATCHes multiple forecast items in a single request via the parent
+   * `/forecast` endpoint. All patch operations are sent in one array.
+   */
+  bulkUpdateProducts: async (
+    opportunityId: number,
+    updates: Map<number, Record<string, unknown>>,
+  ): Promise<CWForecastItem[]> => {
+    const forecast = await opportunityCw.fetchProducts(opportunityId);
+    const items = forecast.forecastItems ?? [];
+
+    const operations: { op: "replace"; path: string; value: unknown }[] = [];
+    const touchedIndices: number[] = [];
+
+    for (const [itemId, changes] of updates) {
+      const idx = items.findIndex((fi) => fi.id === itemId);
+      if (idx === -1) {
+        throw new Error(
+          `Forecast item ${itemId} not found on opportunity ${opportunityId}`,
+        );
+      }
+      touchedIndices.push(idx);
+      for (const [key, value] of Object.entries(changes)) {
+        operations.push({
+          op: "replace",
+          path: `/forecastItems/${idx}/${key}`,
+          value,
+        });
+      }
+    }
+
+    const url = `/sales/opportunities/${opportunityId}/forecast`;
+    const response = await connectWiseApi.patch(url, operations);
+    const updated: CWForecast = response.data;
+
+    return touchedIndices.map((i) => (updated.forecastItems ?? [])[i]!);
   },
 
   /**

src/modules/cw-utils/opportunities/opportunity.types.ts

@@ -206,6 +206,26 @@ export interface CWOpportunityContact {
   _info?: Record<string, string>;
 }
 
+export interface CWForecastItemCreate {
+  catalogItem?: { id: number };
+  forecastDescription?: string;
+  productDescription?: string;
+  quantity?: number;
+  status?: { id: number };
+  productClass?: string;
+  forecastType?: string;
+  revenue?: number;
+  cost?: number;
+  includeFlag?: boolean;
+  linkFlag?: boolean;
+  recurringFlag?: boolean;
+  taxableFlag?: boolean;
+  recurringRevenue?: number;
+  recurringCost?: number;
+  cycles?: number;
+  sequenceNumber?: number;
+}
+
 export interface CWOpportunitySummary {
   id: number;
   _info?: Record<string, string>;