Add sales item labor/product route updates and permission docs
This commit is contained in:
+266
@@ -3382,12 +3382,136 @@ When a `productSequence` is set, `GET .../products` returns items in that order.
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---
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### Edit Opportunity Product
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**PATCH** `/sales/opportunities/:identifier/products/:productId/edit`
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Edit a product line item on an opportunity. This route supports forecast-backed fields and procurement-backed fields (including custom fields for narrative/notes).
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**Authentication Required:** Yes
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**Required Permissions:** `sales.opportunity.product.update`
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**Path Parameters:**
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- `identifier` — Internal ID (cuid) or ConnectWise opportunity ID (numeric)
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- `productId` — Forecast item ID (numeric)
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**Request Body:**
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At least one field is required.
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```json
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{
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"productDescription": "Labor & Installation - Field (Updated)",
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"quantity": 2,
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"unitPrice": 125,
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"unitCost": 62.5,
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"customerDescription": "Onsite labor for rack install",
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"productNarrative": "Install, cable, and validate cutover",
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"procurementNotes": "Coordinate site contact before arrival"
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}
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```
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| Field | Type | Description |
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| --------------------- | ------ | ---------------------------------------------------------- |
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| `productDescription` | string | Product description |
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| `quantity` | number | Quantity |
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| `unitPrice` | number | Unit price (maps to procurement `price`, forecast revenue) |
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| `unitCost` | number | Unit cost (maps to procurement `cost`, forecast cost) |
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| `customerDescription` | string | Customer-facing description |
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| `productNarrative` | string | Custom field `Product Narrative` (`id: 46`) |
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| `procurementNotes` | string | Custom field `Procurement Notes` (`id: 29`) |
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**Response:**
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```json
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{
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"status": 200,
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"message": "Product updated successfully!",
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"data": {
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"id": 32281,
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"productDescription": "Labor & Installation - Field (Updated)",
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"quantity": 2,
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"unitPrice": 125,
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"unitCost": 62.5,
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"customerDescription": "Onsite labor for rack install",
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"productNarrative": "Install, cable, and validate cutover",
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"procurementNotes": "Coordinate site contact before arrival"
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},
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"successful": true
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}
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```
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---
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### Cancel / Uncancel Opportunity Product
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**PATCH** `/sales/opportunities/:identifier/products/:productId/cancel`
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Set cancellation state for a product line item using procurement cancellation fields.
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- `quantityCancelled = 0` → item is treated as **uncancelled**
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- `quantityCancelled > 0 && < quantity` → **partial** cancellation
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- `quantityCancelled >= quantity` → **full** cancellation
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**Authentication Required:** Yes
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**Required Permissions:** `sales.opportunity.product.update`
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**Path Parameters:**
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- `identifier` — Internal ID (cuid) or ConnectWise opportunity ID (numeric)
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- `productId` — Forecast item ID (numeric)
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**Request Body:**
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```json
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{
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"quantityCancelled": 1,
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"cancellationReason": "Out of stock"
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}
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```
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| Field | Type | Required | Description |
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| -------------------- | ---------------- | -------- | ------------------------------------------------------------- |
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| `quantityCancelled` | number (integer) | Yes | Number of units to cancel. Use `0` to uncancel the line item. |
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| `cancellationReason` | string \| null | No | Optional reason that is passed through to ConnectWise. |
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**Validation Rules:**
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- `quantityCancelled` must be >= `0`
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- `quantityCancelled` cannot exceed the line item's quantity
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**Response:**
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```json
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{
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"status": 200,
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"message": "Product cancellation updated successfully!",
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"data": {
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"id": 32281,
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"quantity": 2,
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"cancelled": true,
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"cancellationType": "partial",
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"quantityCancelled": 1,
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"cancelledReason": "Out of stock",
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"cancelledDate": "2026-03-04T00:00:00.000Z"
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},
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"successful": true
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}
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```
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---
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### Add Product to Opportunity
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**POST** `/sales/opportunities/:identifier/products`
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Add a new product (forecast item) to an opportunity in ConnectWise. The request body is validated with Zod, then each submitted field is gated against `sales.opportunity.product.field.<field>` permissions — only fields the user has permission for are forwarded to ConnectWise.
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After creation, the new forecast item ID is appended to the opportunity's local `productSequence` array in the database (if not already present) so display ordering remains stable.
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**Authentication Required:** Yes
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**Required Permissions:** `sales.opportunity.product.add`
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@@ -3546,6 +3670,7 @@ Accepts either a single object or an array of objects.
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- `customFields` are auto-built when notes are provided:
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- `procurementNotes` → `Procurement Notes` (`id: 29`)
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- `productNarrative` → `Product Narrative` (`id: 46`)
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- When CW returns `forecastDetailId`, it is appended to the opportunity's local `productSequence` array in the database (if not already present)
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**Response:**
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@@ -3569,6 +3694,147 @@ Accepts either a single object or an array of objects.
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---
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### Get Labor Product Options
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**GET** `/sales/opportunities/:identifier/products/labor/options`
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Fetch the resolved **Field** and **Tech** labor catalog products plus default labor pricing metadata so the UI can hydrate the labor-entry form without hardcoding catalog IDs.
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**Authentication Required:** Yes
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**Required Permissions:** `sales.opportunity.product.add.labor`
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**Path Parameters:**
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- `identifier` — Internal ID (cuid) or ConnectWise opportunity ID (numeric)
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**Response:**
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```json
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{
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"status": 200,
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"message": "Labor product options fetched successfully!",
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"data": {
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"defaults": {
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"customerType": "corporate",
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"rates": {
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"corporate": 100,
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"residential": 85
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},
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"cpuMultiplier": 0.5,
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"quantity": 1
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},
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"options": {
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"field": {
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"cwCatalogId": 3756,
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"identifier": "Labor & Installation - Field",
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"name": "Labor & Installation - Field",
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"taxableFlag": true
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},
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"tech": {
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"cwCatalogId": 3757,
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"identifier": "Labor & Installation - Tech",
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"name": "Labor & Installation - Tech",
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"taxableFlag": true
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}
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}
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},
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"successful": true
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}
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```
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---
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### Add Labor Product
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**POST** `/sales/opportunities/:identifier/products/labor`
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Add a labor line item to an opportunity using one of the two canonical labor catalog products (**Field** or **Tech**). The route resolves both labor products from the local catalog, then picks the selected style and creates a ConnectWise procurement product.
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**Authentication Required:** Yes
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**Required Permissions:** `sales.opportunity.product.add.labor`
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**Path Parameters:**
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- `identifier` — Internal ID (cuid) or ConnectWise opportunity ID (numeric)
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**Request Body:**
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```json
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{
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"laborStyle": "field",
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"customerType": "corporate",
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"hours": 1,
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"taxable": true,
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"rate": 100,
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"ppu": 100,
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"cpu": 50,
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"procurementNotes": "Schedule with PM before install",
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"productNarrative": "Install and validate onsite",
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"customerDescription": "Onsite installation labor"
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}
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```
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| Field | Type | Required | Description |
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| --------------------- | ------------------------------ | -------- | -------------------------------------------------------------------------- |
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| `laborStyle` | `"field" \| "tech"` | Yes | Chooses which labor catalog product to use |
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| `customerType` | `"corporate" \| "residential"` | No | Selects default rate (`corporate=100`, `residential=85`) when rate omitted |
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| `hours` | number | No | Quantity/hours (defaults to `1`) |
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| `rate` | number | No | Hourly labor rate used when `ppu` is not provided |
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| `ppu` | number | No | Price per unit/hour (overrides `rate`) |
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| `cpu` | number | No | Cost per unit/hour (defaults to `50%` of selected price) |
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| `taxable` | boolean | No | Taxable flag override |
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| `taxableFlag` | boolean | No | Alternate taxable flag input (same behavior as `taxable`) |
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| `description` | string | No | Internal line description override |
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| `customerDescription` | string | No | Customer-facing description |
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| `procurementNotes` | string | No | Maps to custom field `Procurement Notes` (`id: 29`) |
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| `productNarrative` | string | No | Maps to custom field `Product Narrative` (`id: 46`) |
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**Route-Enforced Defaults / Behavior:**
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- Resolves both labor products from local catalog and uses `laborStyle` to select one
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- Uses `customerType` defaults when `rate/ppu/cpu` are not supplied
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- Sets `quantity` from `hours` (default `1`)
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- Sets `price` from selected `ppu`, `cost` from selected `cpu`
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- Sets `dropshipFlag` to `false` and `billableOption` to `Billable`
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- Sets taxable flag from `taxable`/`taxableFlag`, falling back to the selected catalog item's tax setting
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- When CW returns `forecastDetailId`, it is appended to the opportunity's local `productSequence` array in the database (if not already present)
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**Response:**
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```json
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{
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"status": 201,
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"message": "Labor added to opportunity successfully!",
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"data": {
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"id": 88341,
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"forecastDetailId": 32281,
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"laborStyle": "field",
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"customerType": "corporate",
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"catalogItem": {
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"id": 3756,
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"identifier": "Labor & Installation - Field",
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"name": "Labor & Installation - Field"
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},
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"description": "Labor & Installation - Field",
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"customerDescription": "Onsite installation labor",
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"quantity": 1,
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"rate": 100,
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"ppu": 100,
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"cpu": 50,
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"revenue": 100,
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"cost": 50,
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"taxableFlag": true,
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"procurementNotes": "Schedule with PM before install",
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"productNarrative": "Install and validate onsite"
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},
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"successful": true
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}
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```
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---
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### Get Opportunity Notes
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**GET** `/sales/opportunities/:identifier/notes`
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+2
-1
@@ -144,9 +144,10 @@ Permissions for accessing and managing sales opportunities. Opportunities are sy
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| `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` |
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| `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` |
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| `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` |
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| `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` |
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| `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), [src/api/sales/[id]/updateProduct.ts](src/api/sales/[id]/updateProduct.ts), [src/api/sales/[id]/cancelProduct.ts](src/api/sales/[id]/cancelProduct.ts) | `sales.opportunity.fetch` |
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| `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` |
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| `sales.opportunity.product.add.specialOrder` | Add one or more "SPECIAL ORDER" products via the dedicated special-order route. | [src/api/sales/[id]/addSpecialOrderProduct.ts](src/api/sales/[id]/addSpecialOrderProduct.ts) | `sales.opportunity.fetch` |
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| `sales.opportunity.product.add.labor` | Add labor products via the dedicated labor route with Field/Tech catalog selection and labor pricing inputs. | [src/api/sales/[id]/addLabor.ts](src/api/sales/[id]/addLabor.ts), [src/api/sales/[id]/laborOptions.ts](src/api/sales/[id]/laborOptions.ts) | `sales.opportunity.fetch` |
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<details>
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<summary><strong>Field-level permissions for <code>sales.opportunity.product.add</code></strong></summary>
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@@ -0,0 +1,147 @@
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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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@@ -0,0 +1,82 @@
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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";
|
||||
import GenericError from "../../../Errors/GenericError";
|
||||
import { z } from "zod";
|
||||
|
||||
const cancelProductSchema = z
|
||||
.object({
|
||||
quantityCancelled: z.number().int().min(0),
|
||||
cancellationReason: z.string().nullable().optional(),
|
||||
})
|
||||
.strict();
|
||||
|
||||
/* PATCH /v1/sales/opportunities/:identifier/products/:productId/cancel */
|
||||
export default createRoute(
|
||||
"patch",
|
||||
["/opportunities/:identifier/products/:productId/cancel"],
|
||||
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 = cancelProductSchema.parse(body);
|
||||
const opportunity = await opportunities.fetchRecord(identifier);
|
||||
|
||||
const products = await opportunity.fetchProducts();
|
||||
const product = products.find((item) => item.cwForecastId === productId);
|
||||
|
||||
if (!product) {
|
||||
throw new GenericError({
|
||||
status: 404,
|
||||
name: "ForecastItemNotFound",
|
||||
message: `Forecast item ${productId} not found on opportunity`,
|
||||
});
|
||||
}
|
||||
|
||||
const quantity = product.quantity ?? 0;
|
||||
if (input.quantityCancelled > quantity) {
|
||||
throw new GenericError({
|
||||
status: 400,
|
||||
name: "InvalidCancelledQuantity",
|
||||
message: `quantityCancelled cannot exceed product quantity (${quantity})`,
|
||||
});
|
||||
}
|
||||
|
||||
await opportunity.setProductCancellation(productId, {
|
||||
quantityCancelled: input.quantityCancelled,
|
||||
cancellationReason: input.cancellationReason,
|
||||
});
|
||||
|
||||
const refreshedProducts = await opportunity.fetchProducts({ fresh: true });
|
||||
const updated = refreshedProducts.find((item) => item.cwForecastId === productId);
|
||||
|
||||
if (!updated) {
|
||||
throw new GenericError({
|
||||
status: 404,
|
||||
name: "ForecastItemNotFound",
|
||||
message: `Forecast item ${productId} not found on opportunity`,
|
||||
});
|
||||
}
|
||||
|
||||
const response = apiResponse.successful(
|
||||
input.quantityCancelled === 0
|
||||
? "Product uncancelled successfully!"
|
||||
: "Product cancellation updated successfully!",
|
||||
updated.toJson(),
|
||||
);
|
||||
|
||||
return c.json(response, response.status as ContentfulStatusCode);
|
||||
},
|
||||
authMiddleware({ permissions: ["sales.opportunity.product.update"] }),
|
||||
);
|
||||
@@ -0,0 +1,51 @@
|
||||
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"] }),
|
||||
);
|
||||
@@ -0,0 +1,233 @@
|
||||
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"] }),
|
||||
);
|
||||
@@ -6,7 +6,11 @@ import { default as refresh } from "./[id]/refresh";
|
||||
import { default as products } from "./[id]/products";
|
||||
import { default as addProduct } from "./[id]/addProduct";
|
||||
import { default as addSpecialOrderProduct } from "./[id]/addSpecialOrderProduct";
|
||||
import { default as addLabor } from "./[id]/addLabor";
|
||||
import { default as laborOptions } from "./[id]/laborOptions";
|
||||
import { default as resequenceProducts } from "./[id]/resequenceProducts";
|
||||
import { default as updateProduct } from "./[id]/updateProduct";
|
||||
import { default as cancelProduct } from "./[id]/cancelProduct";
|
||||
import { default as notes } from "./[id]/notes";
|
||||
import { default as fetchNote } from "./[id]/fetchNote";
|
||||
import { default as createNote } from "./[id]/createNote";
|
||||
@@ -16,6 +20,8 @@ import { default as contacts } from "./[id]/contacts";
|
||||
|
||||
export {
|
||||
addProduct,
|
||||
addLabor,
|
||||
laborOptions,
|
||||
addSpecialOrderProduct,
|
||||
count,
|
||||
fetch,
|
||||
@@ -23,6 +29,8 @@ export {
|
||||
fetchOpportunityTypes,
|
||||
products,
|
||||
resequenceProducts,
|
||||
updateProduct,
|
||||
cancelProduct,
|
||||
notes,
|
||||
fetchNote,
|
||||
createNote,
|
||||
|
||||
@@ -782,6 +782,41 @@ export class OpportunityController {
|
||||
return this.fetchProducts();
|
||||
}
|
||||
|
||||
/**
|
||||
* Append Product Sequence IDs
|
||||
*
|
||||
* Adds newly created forecast item IDs to the end of the local
|
||||
* productSequence array, preserving existing order and avoiding duplicates.
|
||||
*/
|
||||
private async appendProductSequenceIds(ids: number[]): Promise<void> {
|
||||
const normalizedIds = ids.filter(
|
||||
(id): id is number => Number.isInteger(id) && id > 0,
|
||||
);
|
||||
if (normalizedIds.length === 0) return;
|
||||
|
||||
const current = await prisma.opportunity.findUnique({
|
||||
where: { id: this.id },
|
||||
select: { productSequence: true },
|
||||
});
|
||||
|
||||
const existing = current?.productSequence ?? [];
|
||||
const existingSet = new Set(existing);
|
||||
const idsToAppend = normalizedIds.filter((id) => !existingSet.has(id));
|
||||
if (idsToAppend.length === 0) {
|
||||
this.productSequence = existing;
|
||||
return;
|
||||
}
|
||||
|
||||
const updatedSequence = [...existing, ...idsToAppend];
|
||||
|
||||
await prisma.opportunity.update({
|
||||
where: { id: this.id },
|
||||
data: { productSequence: updatedSequence },
|
||||
});
|
||||
|
||||
this.productSequence = updatedSequence;
|
||||
}
|
||||
|
||||
/**
|
||||
* Add Products
|
||||
*
|
||||
@@ -800,6 +835,7 @@ export class OpportunityController {
|
||||
this.cwOpportunityId,
|
||||
data,
|
||||
);
|
||||
await this.appendProductSequenceIds(created.map((item) => item.id));
|
||||
await invalidateProductsCache(this.cwOpportunityId);
|
||||
return created.map((item) => new ForecastProductController(item));
|
||||
} catch (err: any) {
|
||||
@@ -845,6 +881,11 @@ export class OpportunityController {
|
||||
}));
|
||||
|
||||
const created = await opportunityCw.createProcurementProducts(normalized);
|
||||
await this.appendProductSequenceIds(
|
||||
created
|
||||
.map((item) => item.forecastDetailId)
|
||||
.filter((id): id is number => typeof id === "number"),
|
||||
);
|
||||
await invalidateProductsCache(this.cwOpportunityId);
|
||||
return created;
|
||||
} catch (err: any) {
|
||||
@@ -873,6 +914,91 @@ export class OpportunityController {
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Fetch Procurement Product By Forecast Item
|
||||
*
|
||||
* Returns the linked procurement product for a forecast item ID,
|
||||
* or null when no procurement record exists.
|
||||
*/
|
||||
public async fetchProcurementProductByForecastItem(
|
||||
forecastItemId: number,
|
||||
): Promise<CWProcurementProduct | null> {
|
||||
return opportunityCw.fetchProcurementProductByForecastDetail(
|
||||
this.cwOpportunityId,
|
||||
forecastItemId,
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* Update Procurement Product By Forecast Item
|
||||
*
|
||||
* Finds the linked procurement product for a forecast item and updates it.
|
||||
* Returns null when no linked procurement product exists.
|
||||
*/
|
||||
public async updateProcurementProductByForecastItem(
|
||||
forecastItemId: number,
|
||||
data: Record<string, unknown>,
|
||||
): Promise<CWProcurementProduct | null> {
|
||||
const linked =
|
||||
await this.fetchProcurementProductByForecastItem(forecastItemId);
|
||||
if (!linked?.id) return null;
|
||||
|
||||
const updated = await opportunityCw.updateProcurementProduct(
|
||||
linked.id,
|
||||
data,
|
||||
);
|
||||
await invalidateProductsCache(this.cwOpportunityId);
|
||||
return updated;
|
||||
}
|
||||
|
||||
/**
|
||||
* Set Product Cancellation
|
||||
*
|
||||
* Updates cancellation fields on the procurement product linked to a
|
||||
* forecast item. A quantity of 0 is treated as uncancelled.
|
||||
*/
|
||||
public async setProductCancellation(
|
||||
forecastItemId: number,
|
||||
opts: { quantityCancelled: number; cancellationReason?: string | null },
|
||||
): Promise<CWProcurementProduct> {
|
||||
const linked =
|
||||
await this.fetchProcurementProductByForecastItem(forecastItemId);
|
||||
|
||||
if (!linked?.id) {
|
||||
throw new GenericError({
|
||||
status: 404,
|
||||
name: "ProcurementProductNotFound",
|
||||
message:
|
||||
"No linked procurement product found for the specified forecast item",
|
||||
});
|
||||
}
|
||||
|
||||
const quantityCancelled = Math.max(0, Math.trunc(opts.quantityCancelled));
|
||||
const cancelledFlag = quantityCancelled > 0;
|
||||
|
||||
const updated = await this.updateProcurementProductByForecastItem(
|
||||
forecastItemId,
|
||||
{
|
||||
quantityCancelled,
|
||||
cancelledFlag,
|
||||
cancelledReason: cancelledFlag
|
||||
? (opts.cancellationReason ?? null)
|
||||
: null,
|
||||
},
|
||||
);
|
||||
|
||||
if (!updated) {
|
||||
throw new GenericError({
|
||||
status: 404,
|
||||
name: "ProcurementProductNotFound",
|
||||
message:
|
||||
"No linked procurement product found for the specified forecast item",
|
||||
});
|
||||
}
|
||||
|
||||
return updated;
|
||||
}
|
||||
|
||||
/**
|
||||
* Add Note
|
||||
*
|
||||
@@ -938,7 +1064,7 @@ export class OpportunityController {
|
||||
id: this.id,
|
||||
cwOpportunityId: this.cwOpportunityId,
|
||||
name: this.name,
|
||||
notes: this.notes,
|
||||
description: this.notes,
|
||||
type: this.typeCwId ? { id: this.typeCwId, name: this.typeName } : null,
|
||||
stage: this.stageCwId
|
||||
? { id: this.stageCwId, name: this.stageName }
|
||||
|
||||
@@ -17,6 +17,61 @@ const catalogItemInclude = {
|
||||
linkedItems: true,
|
||||
} as const;
|
||||
|
||||
const LABOR_STYLE_CANDIDATES = {
|
||||
field: ["LABOR & INSTALLATION - FIELD", "LABOR - FIELD", "LABOR FIELD"],
|
||||
tech: ["LABOR & INSTALLATION - TECH", "LABOR - TECH", "LABOR TECH"],
|
||||
} as const;
|
||||
|
||||
async function findCatalogByExactCandidates(
|
||||
candidates: readonly string[],
|
||||
): Promise<CatalogItemController | null> {
|
||||
for (const candidate of candidates) {
|
||||
const item = await prisma.catalogItem.findFirst({
|
||||
where: {
|
||||
inactive: false,
|
||||
OR: [
|
||||
{ identifier: { equals: candidate, mode: "insensitive" } },
|
||||
{ name: { equals: candidate, mode: "insensitive" } },
|
||||
],
|
||||
},
|
||||
include: catalogItemInclude,
|
||||
});
|
||||
|
||||
if (item) return new CatalogItemController(item);
|
||||
}
|
||||
|
||||
return null;
|
||||
}
|
||||
|
||||
async function findCatalogByLaborStyle(
|
||||
style: "field" | "tech",
|
||||
): Promise<CatalogItemController | null> {
|
||||
const fallback = await prisma.catalogItem.findFirst({
|
||||
where: {
|
||||
inactive: false,
|
||||
AND: [
|
||||
{
|
||||
OR: [
|
||||
{ identifier: { contains: "labor", mode: "insensitive" } },
|
||||
{ name: { contains: "labor", mode: "insensitive" } },
|
||||
],
|
||||
},
|
||||
{
|
||||
OR: [
|
||||
{ identifier: { contains: style, mode: "insensitive" } },
|
||||
{ name: { contains: style, mode: "insensitive" } },
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
include: catalogItemInclude,
|
||||
orderBy: { name: "asc" },
|
||||
});
|
||||
|
||||
if (!fallback) return null;
|
||||
return new CatalogItemController(fallback);
|
||||
}
|
||||
|
||||
/**
|
||||
* Filter options for catalog item queries.
|
||||
*/
|
||||
@@ -204,6 +259,36 @@ export const procurement = {
|
||||
return new CatalogItemController(item);
|
||||
},
|
||||
|
||||
/**
|
||||
* Fetch Labor Catalog Items
|
||||
*
|
||||
* Resolves canonical Field and Tech labor products from the local catalog.
|
||||
* Prefers exact identifier/name matches, then falls back to keyword matching.
|
||||
*/
|
||||
async fetchLaborCatalogItems(): Promise<{
|
||||
field: CatalogItemController;
|
||||
tech: CatalogItemController;
|
||||
}> {
|
||||
const fieldItem =
|
||||
(await findCatalogByExactCandidates(LABOR_STYLE_CANDIDATES.field)) ??
|
||||
(await findCatalogByLaborStyle("field"));
|
||||
const techItem =
|
||||
(await findCatalogByExactCandidates(LABOR_STYLE_CANDIDATES.tech)) ??
|
||||
(await findCatalogByLaborStyle("tech"));
|
||||
|
||||
if (!fieldItem || !techItem) {
|
||||
throw new GenericError({
|
||||
message: "Labor catalog products are not configured",
|
||||
name: "LaborCatalogProductsNotFound",
|
||||
cause:
|
||||
"Expected active FIELD and TECH labor catalog items in the local catalog",
|
||||
status: 500,
|
||||
});
|
||||
}
|
||||
|
||||
return { field: fieldItem, tech: techItem };
|
||||
},
|
||||
|
||||
/**
|
||||
* Fetch All Catalog Items (Paginated)
|
||||
*
|
||||
|
||||
@@ -381,4 +381,45 @@ export const opportunityCw = {
|
||||
|
||||
return created;
|
||||
},
|
||||
|
||||
/**
|
||||
* Fetch Procurement Product by Forecast Detail
|
||||
*
|
||||
* Finds the procurement product linked to a given forecast item ID
|
||||
* on an opportunity.
|
||||
*/
|
||||
fetchProcurementProductByForecastDetail: async (
|
||||
opportunityId: number,
|
||||
forecastDetailId: number,
|
||||
): Promise<CWProcurementProduct | null> => {
|
||||
const conditions = `opportunity/id=${opportunityId} and forecastDetailId=${forecastDetailId}`;
|
||||
const response = await connectWiseApi.get(
|
||||
`/procurement/products?conditions=${encodeURIComponent(conditions)}&fields=id,forecastDetailId,description,customerDescription,quantity,price,cost,taxableFlag,specialOrderFlag,customFields`,
|
||||
);
|
||||
|
||||
const items = (response.data ?? []) as CWProcurementProduct[];
|
||||
return items[0] ?? null;
|
||||
},
|
||||
|
||||
/**
|
||||
* Update Procurement Product
|
||||
*
|
||||
* Applies a JSON Patch update to a procurement product record.
|
||||
*/
|
||||
updateProcurementProduct: async (
|
||||
procurementProductId: number,
|
||||
data: Record<string, unknown>,
|
||||
): Promise<CWProcurementProduct> => {
|
||||
const operations = Object.entries(data).map(([key, value]) => ({
|
||||
op: "replace" as const,
|
||||
path: key,
|
||||
value,
|
||||
}));
|
||||
|
||||
const response = await connectWiseApi.patch(
|
||||
`/procurement/products/${procurementProductId}`,
|
||||
operations,
|
||||
);
|
||||
return response.data as CWProcurementProduct;
|
||||
},
|
||||
};
|
||||
|
||||
@@ -444,7 +444,11 @@ export const PERMISSION_NODES = {
|
||||
node: "sales.opportunity.product.update",
|
||||
description:
|
||||
"Update products (forecast items) on an opportunity, including resequencing",
|
||||
usedIn: ["src/api/sales/[id]/resequenceProducts.ts"],
|
||||
usedIn: [
|
||||
"src/api/sales/[id]/resequenceProducts.ts",
|
||||
"src/api/sales/[id]/updateProduct.ts",
|
||||
"src/api/sales/[id]/cancelProduct.ts",
|
||||
],
|
||||
dependencies: ["sales.opportunity.fetch"],
|
||||
},
|
||||
{
|
||||
@@ -480,6 +484,16 @@ export const PERMISSION_NODES = {
|
||||
usedIn: ["src/api/sales/[id]/addSpecialOrderProduct.ts"],
|
||||
dependencies: ["sales.opportunity.fetch"],
|
||||
},
|
||||
{
|
||||
node: "sales.opportunity.product.add.labor",
|
||||
description:
|
||||
"Add labor products to an opportunity using the dedicated labor route with Field/Tech catalog selection and pricing inputs.",
|
||||
usedIn: [
|
||||
"src/api/sales/[id]/addLabor.ts",
|
||||
"src/api/sales/[id]/laborOptions.ts",
|
||||
],
|
||||
dependencies: ["sales.opportunity.fetch"],
|
||||
},
|
||||
],
|
||||
},
|
||||
|
||||
|
||||
Reference in New Issue
Block a user