Add taxableFlag to product updates, QUO-Narrative quote fallback, and orphan reconciliation

- Add taxableFlag boolean field to product update schema and forecast patch
- Fall back to QUO-Narrative product customerDescription for quote narrative
- Reconcile orphaned local opportunity records not found in CW during refresh
- Invalidate caches for removed orphaned opportunities
- Add reconciled event and orphanedCount to refresh events
- Update API_ROUTES.md with taxableFlag field documentation

API_ROUTES.md

@@ -3875,19 +3875,21 @@ At least one field is required.
   "unitCost": 62.5,
   "customerDescription": "Onsite labor for rack install",
   "productNarrative": "Install, cable, and validate cutover",
-  "procurementNotes": "Coordinate site contact before arrival"
+  "procurementNotes": "Coordinate site contact before arrival",
+  "taxableFlag": true
 }
 ```
 
-| Field                 | Type   | Description                                                |
+| Field                 | Type    | Description                                                |
-| --------------------- | ------ | ---------------------------------------------------------- |
+| --------------------- | ------- | ---------------------------------------------------------- |
-| `productDescription`  | string | Product description                                        |
+| `productDescription`  | string  | Product description                                        |
-| `quantity`            | number | Quantity                                                   |
+| `quantity`            | number  | Quantity                                                   |
-| `unitPrice`           | number | Unit price (maps to procurement `price`, forecast revenue) |
+| `unitPrice`           | number  | Unit price (maps to procurement `price`, forecast revenue) |
-| `unitCost`            | number | Unit cost (maps to procurement `cost`, forecast cost)      |
+| `unitCost`            | number  | Unit cost (maps to procurement `cost`, forecast cost)      |
-| `customerDescription` | string | Customer-facing description                                |
+| `customerDescription` | string  | Customer-facing description                                |
-| `productNarrative`    | string | Custom field `Product Narrative` (`id: 46`)                |
+| `productNarrative`    | string  | Custom field `Product Narrative` (`id: 46`)                |
-| `procurementNotes`    | string | Custom field `Procurement Notes` (`id: 29`)                |
+| `procurementNotes`    | string  | Custom field `Procurement Notes` (`id: 29`)                |
+| `taxableFlag`         | boolean | Whether this item is taxable (forecast field)              |
 
 **Response:**
 

src/api/sales/opportunities/[id]/products/update.ts

@@ -18,6 +18,7 @@ const updateProductSchema = z
     customerDescription: z.string().nullable().optional(),
     productNarrative: z.string().nullable().optional(),
     procurementNotes: z.string().nullable().optional(),
+    taxableFlag: z.boolean().optional(),
   })
   .strict()
   .refine(
@@ -108,6 +109,9 @@ export default createRoute(
         (input.unitCost * effectiveQuantity).toFixed(2),
       );
     }
+    if (input.taxableFlag !== undefined) {
+      forecastPatch.taxableFlag = input.taxableFlag;
+    }
 
     const existingProcurement =
       await opportunity.fetchProcurementProductByForecastItem(productId);

src/controllers/OpportunityController.ts

@@ -718,11 +718,20 @@ export class OpportunityController {
 
     await this._hydrateCustomFields();
 
-    const quoteNarrative = options.includeQuoteNarrative
+    const quoteNarrativeField = options.includeQuoteNarrative
       ? this._customFields?.find((f) => f.id === 35)?.value?.toString() ||
         undefined
       : undefined;
 
+    // Fall back to the customerDescription of a QUO-Narrative product
+    const quoNarrativeProduct = !quoteNarrativeField
+      ? activeProducts.find((p) => p.catalogItemIdentifier === "QUO-Narrative")
+      : undefined;
+    const quoteNarrative =
+      quoteNarrativeField ??
+      quoNarrativeProduct?.customerDescription ??
+      undefined;
+
     console.log("[generateQuote] quoteNarrative:", quoteNarrative);
 
     const companyLine = this.companyName ?? company?.name ?? "Customer Company";
@@ -818,11 +827,18 @@ export class OpportunityController {
     const salesRep = await this._resolveSalesRep();
     await this._hydrateCustomFields();
 
-    const quoteNarrative = quoteOptions.includeQuoteNarrative
+    const quoteNarrativeField = quoteOptions.includeQuoteNarrative
       ? (this._customFields?.find((f) => f.id === 35)?.value?.toString() ??
         null)
       : null;
 
+    // Fall back to the customerDescription of a QUO-Narrative product
+    const quoNarrativeProduct = !quoteNarrativeField
+      ? products.find((p) => p.catalogItemIdentifier === "QUO-Narrative")
+      : undefined;
+    const quoteNarrative =
+      quoteNarrativeField ?? quoNarrativeProduct?.customerDescription ?? null;
+
     // ── Pre-generate IDs & timestamps for metadata ───────────────────
     const quoteId = crypto.randomUUID();
     const createdAt = new Date().toISOString();

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

@@ -2,6 +2,7 @@ import { prisma } from "../../../constants";
 import { events } from "../../globalEvents";
 import { opportunityCw } from "./opportunities";
 import { OpportunityController } from "../../../controllers/OpportunityController";
+import { invalidateAllOpportunityCaches } from "../../cache/opportunityCache";
 
 /**
  * Refresh Opportunities
@@ -21,7 +22,7 @@ export const refreshOpportunities = async () => {
 
   // 2. Fetch all DB items with their cwOpportunityId and cwLastUpdated
   const dbItems = await prisma.opportunity.findMany({
-    select: { cwOpportunityId: true, cwLastUpdated: true },
+    select: { id: true, cwOpportunityId: true, cwLastUpdated: true },
   });
   const dbMap = new Map(
     dbItems.map((item) => [item.cwOpportunityId, item.cwLastUpdated]),
@@ -41,11 +42,35 @@ export const refreshOpportunities = async () => {
     }
   }
 
+  // 3b. Reconcile — find local records that no longer exist in CW
+  const orphanedItems = dbItems.filter(
+    (item) => !cwSummaries.has(item.cwOpportunityId),
+  );
+
+  if (orphanedItems.length > 0) {
+    console.log(
+      `[refreshOpportunities] Reconciling ${orphanedItems.length} orphaned local record(s) not found in CW`,
+    );
+
+    await Promise.all(
+      orphanedItems.map(async (item) => {
+        await prisma.opportunity.delete({ where: { id: item.id } });
+        await invalidateAllOpportunityCaches(item.cwOpportunityId);
+      }),
+    );
+
+    events.emit("cw:opportunities:refresh:reconciled", {
+      orphanedCount: orphanedItems.length,
+      removedCwIds: orphanedItems.map((i) => i.cwOpportunityId),
+    });
+  }
+
   if (staleIds.length === 0) {
     events.emit("cw:opportunities:refresh:skipped", {
       totalCw: cwSummaries.size,
       totalDb: dbItems.length,
       staleCount: 0,
+      orphanedCount: orphanedItems.length,
     });
     return;
   }
@@ -106,5 +131,6 @@ export const refreshOpportunities = async () => {
     totalDb: dbItems.length,
     staleCount: staleIds.length,
     itemsUpdated: updatedCount,
+    orphanedCount: orphanedItems.length,
   });
 };

src/modules/globalEvents.ts

@@ -171,11 +171,17 @@ interface EventTypes {
     totalDb: number;
     staleCount: number;
     itemsUpdated: number;
+    orphanedCount: number;
+  }) => void;
+  "cw:opportunities:refresh:reconciled": (data: {
+    orphanedCount: number;
+    removedCwIds: number[];
   }) => void;
   "cw:opportunities:refresh:skipped": (data: {
     totalCw: number;
     totalDb: number;
     staleCount: number;
+    orphanedCount: number;
   }) => void;
 
   // Cache Events