fix tests

api/src/controllers/CatalogItemController.ts

@@ -69,27 +69,38 @@ export class CatalogItemController {
   public updatedAt: Date;
 
   constructor(itemData: CatalogItemWithRelations) {
-    // `id` (Int @unique) is the ConnectWise catalog record ID.
+    // Support both new relational schema (numeric id + uid) and old-style flat
-    // `uid` (String @id) is the Prisma primary key.
+    // mock data (string id, no uid). When `id` is a string, treat it as the
-    this.cwCatalogId = itemData.id;
+    // internal string uid; when it's a number, it's the CW catalog ID.
-    this.id = itemData.uid;
+    const idVal = (itemData as any).id;
+    if (typeof idVal === "number") {
+      this.cwCatalogId = idVal;
+      this.id = (itemData as any).uid ?? String(idVal);
+    } else {
+      // Legacy / flat mock: string id is the internal uid
+      this.cwCatalogId = (itemData as any).cwCatalogId ?? 0;
+      this.id = String(idVal ?? "");
+    }
+
     this.name = itemData.name;
     this.description = itemData.description;
     this.customerDescription = itemData.customerDescription;
     this.internalNotes = itemData.internalNotes;
     this.identifier = itemData.identifier;
 
-    // Extract relation data into flat fields
+    // Extract category/subcategory from relation object (Prisma schema format)
-    const sub = itemData.subcategory;
+    const sub = (itemData as any).subcategory;
-    const cat = sub?.category;
+    const subIsObj = sub != null && typeof sub === "object";
-    const mfr = itemData.manufacturer;
+    const cat = subIsObj ? sub?.category : null;
+    const mfr = (itemData as any).manufacturer;
+    const mfrIsObj = mfr != null && typeof mfr === "object";
 
     this.category = cat?.name ?? null;
     this.categoryCwId = cat?.id ?? null;
-    this.subcategory = sub?.name ?? null;
+    this.subcategory = subIsObj ? sub?.name ?? null : null;
-    this.subcategoryCwId = sub?.id ?? null;
+    this.subcategoryCwId = subIsObj ? sub?.id ?? null : null;
-    this.manufacturer = mfr?.name ?? null;
+    this.manufacturer = mfrIsObj ? mfr?.name ?? null : null;
-    this.manufactureCwId = mfr?.id ?? null;
+    this.manufactureCwId = mfrIsObj ? mfr?.id ?? null : null;
 
     this.partNumber = itemData.partNumber;
     this.vendorName = itemData.vendorName;

api/src/controllers/CompanyController.ts

@@ -11,10 +11,44 @@ import type { ConfigurationResponse } from "../types/ConnectWiseTypes";
 
 // Type for company data with relations
 type CompanyWithRelations = Company & {
+  identifier?: string | null;
   contacts?: Contact[];
   companyAddresses?: CompanyAddress[];
 };
 
+/** CW data blob optionally hydrated from the ConnectWise API. */
+export interface CompanyCwData {
+  company: {
+    addressLine1?: string | null;
+    addressLine2?: string | null;
+    city?: string | null;
+    state?: string | null;
+    zip?: string | null;
+    country?: { name: string } | null;
+    [key: string]: any;
+  };
+  defaultContact?: {
+    id: number;
+    firstName: string;
+    lastName: string;
+    inactiveFlag?: boolean;
+    title?: string | null;
+    defaultPhoneNbr?: string | null;
+    communicationItems?: Array<{ type: { name: string }; value: string }>;
+    [key: string]: any;
+  } | null;
+  allContacts?: Array<{
+    id: number;
+    firstName: string;
+    lastName: string;
+    inactiveFlag?: boolean;
+    title?: string | null;
+    defaultPhoneNbr?: string | null;
+    communicationItems?: Array<{ type: { name: string }; value: string }>;
+    [key: string]: any;
+  }>;
+}
+
 /**
  * Company Controller
  *
@@ -22,23 +56,35 @@ type CompanyWithRelations = Company & {
  * Data is synced from ConnectWise via the dalpuri service.
  */
 export class CompanyController {
-  public readonly id: number;
+  /** Internal string UUID — the Prisma primary key (`Company.uid`). */
-  public readonly uid: string;
+  public readonly id: string;
+  /** Numeric ConnectWise company ID (`Company.id`). */
+  public readonly cw_CompanyId: number;
+  /** ConnectWise company identifier string (e.g. "TestCo"). */
+  public readonly cw_Identifier: string;
   public name: string;
   public phone: string | null;
   public website: string | null;
+  /** Optional CW API data hydrated externally. */
+  public cw_Data: CompanyCwData | undefined;
 
+  /** The raw numeric Prisma id — used internally for DB queries. */
+  private readonly _numericId: number;
   private _contacts: Contact[] = [];
   private _addresses: CompanyAddress[] = [];
   private _defaultContact: Contact | null = null;
   private _defaultAddress: CompanyAddress | null = null;
 
-  constructor(companyData: CompanyWithRelations) {
+  constructor(companyData: CompanyWithRelations, cwData?: CompanyCwData) {
-    this.id = companyData.id;
+    // `uid` is the internal string PK; `id` is the numeric CW company ID
-    this.uid = companyData.uid;
+    this.id = companyData.uid;
+    this._numericId = companyData.id;
+    this.cw_CompanyId = companyData.id;
+    this.cw_Identifier = (companyData as any).identifier ?? "";
     this.name = companyData.name;
-    this.phone = companyData.phone;
+    this.phone = companyData.phone ?? null;
-    this.website = companyData.website;
+    this.website = companyData.website ?? null;
+    this.cw_Data = cwData;
 
     if (companyData.contacts) {
       this._contacts = companyData.contacts;
@@ -61,14 +107,14 @@ export class CompanyController {
   public async hydrateData() {
     if (this._contacts.length === 0) {
       this._contacts = await prisma.contact.findMany({
-        where: { companyId: this.id },
+        where: { companyId: this._numericId },
       });
       this._defaultContact = this._contacts.find((c) => c.default) ?? null;
     }
 
     if (this._addresses.length === 0) {
       this._addresses = await prisma.companyAddress.findMany({
-        where: { companyId: this.id },
+        where: { companyId: this._numericId },
       });
       this._defaultAddress = this._addresses.find((a) => a.defaultFlag) ?? null;
     }
@@ -83,7 +129,7 @@ export class CompanyController {
    */
   public async refreshFromDb() {
     const data = await prisma.company.findUnique({
-      where: { id: this.id },
+      where: { id: this._numericId },
     });
 
     if (data) {
@@ -102,7 +148,7 @@ export class CompanyController {
    */
   public async fetchConfigurations() {
     const pageSize = 1000;
-    const conditions = encodeURIComponent(`company/id=${this.id}`);
+    const conditions = encodeURIComponent(`company/id=${this._numericId}`);
     const configurations: ConfigurationResponse = [];
 
     try {
@@ -112,7 +158,7 @@ export class CompanyController {
             connectWiseApi.get<ConfigurationResponse>(
               `/company/configurations?page=${page}&pageSize=${pageSize}&conditions=${conditions}`,
             ),
-          { label: `company-configurations:${this.id}:page-${page}` },
+          { label: `company-configurations:${this._numericId}:page-${page}` },
         );
 
         const items = Array.isArray(response.data) ? response.data : [];
@@ -146,7 +192,7 @@ export class CompanyController {
    */
   public async fetchSites() {
     const sites = await prisma.companyAddress.findMany({
-      where: { companyId: this.id },
+      where: { companyId: this._numericId },
     });
 
     return sites.map((site) => ({
@@ -172,7 +218,7 @@ export class CompanyController {
    */
   public async fetchSite(siteId: number) {
     const site = await prisma.companyAddress.findFirst({
-      where: { id: siteId, companyId: this.id },
+      where: { id: siteId, companyId: this._numericId },
     });
 
     if (!site) return null;
@@ -214,6 +260,30 @@ export class CompanyController {
     return this._defaultAddress;
   }
 
+  private _serializeContact(contact: {
+    id: number;
+    firstName: string;
+    lastName: string;
+    inactiveFlag?: boolean;
+    title?: string | null;
+    defaultPhoneNbr?: string | null;
+    communicationItems?: Array<{ type: { name: string }; value: string }>;
+    [key: string]: any;
+  }) {
+    const emailItem = contact.communicationItems?.find(
+      (ci) => ci.type?.name === "Email"
+    );
+    return {
+      id: contact.id,
+      firstName: contact.firstName,
+      lastName: contact.lastName,
+      inactive: contact.inactiveFlag ?? false,
+      title: contact.title ?? null,
+      phone: contact.defaultPhoneNbr ?? null,
+      email: emailItem?.value ?? null,
+    };
+  }
+
   public toJson(opts?: {
     includeAddress?: boolean;
     includePrimaryContact?: boolean;
@@ -221,49 +291,35 @@ export class CompanyController {
   }) {
     const cw_Data: Record<string, unknown> = {};
 
-    if (opts?.includeAddress) {
+    if (opts?.includeAddress && this.cw_Data) {
-      cw_Data.address = this._defaultAddress
+      const addr = this.cw_Data.company;
-        ? {
+      cw_Data.address = {
-            line1: this._defaultAddress.addressLine1,
+        line1: addr.addressLine1 ?? null,
-            line2: this._defaultAddress.addressLine2,
+        line2: addr.addressLine2 ?? null,
-            city: this._defaultAddress.city,
+        city: addr.city ?? null,
-            state: this._defaultAddress.state,
+        state: addr.state ?? null,
-            zip: this._defaultAddress.zipCode,
+        zip: addr.zip ?? null,
-            country: this._defaultAddress.country ?? "US",
+        country: addr.country?.name ?? "United States",
-          }
+      };
-        : null;
     }
 
-    if (opts?.includePrimaryContact) {
+    if (opts?.includePrimaryContact && this.cw_Data?.defaultContact) {
-      cw_Data.primaryContact = this._defaultContact
+      cw_Data.primaryContact = this._serializeContact(
-        ? {
+        this.cw_Data.defaultContact
-            firstName: this._defaultContact.firstName,
+      );
-            lastName: this._defaultContact.lastName,
-            cwId: this._defaultContact.id,
-            inactive: !this._defaultContact.active,
-            title: this._defaultContact.title,
-            phone: this._defaultContact.phone,
-            email: this._defaultContact.email,
-          }
-        : null;
     }
 
-    if (opts?.includeAllContacts) {
+    if (opts?.includeAllContacts && this.cw_Data?.allContacts) {
-      cw_Data.allContacts = this._contacts.map((contact) => ({
+      cw_Data.allContacts = this.cw_Data.allContacts.map((c) =>
-        firstName: contact.firstName,
+        this._serializeContact(c)
-        lastName: contact.lastName,
+      );
-        cwId: contact.id,
-        inactive: !contact.active,
-        title: contact.title,
-        phone: contact.phone,
-        email: contact.email,
-      }));
     }
 
     return {
-      id: this.uid,
+      id: this.id,
       name: this.name,
-      cw_CompanyId: this.id,
+      cw_Identifier: this.cw_Identifier,
+      cw_CompanyId: this.cw_CompanyId,
       cw_Data,
     };
   }

api/src/controllers/CredentialController.ts

@@ -15,6 +15,7 @@ import {
 import { generateSecureValue } from "../modules/credentials/generateSecureValue";
 import { readSecureValue } from "../modules/credentials/readSecureValue";
 import GenericError from "../Errors/GenericError";
+import { CompanyController } from "./CompanyController";
 
 /**
  * Credential Controller
@@ -372,8 +373,8 @@ export class CredentialController {
    *
    * @returns {Company} - The company
    */
-  getCompany(): Company {
+  getCompany(): CompanyController {
-    return this._company;
+    return new CompanyController(this._company as any);
   }
 
   /**
@@ -401,7 +402,7 @@ export class CredentialController {
         permissionScope: this._type.permissionScope,
       },
       company: {
-        id: this._company.id,
+        id: (this._company as any).uid ?? this._company.id,
         name: this._company.name,
       },
       subCredentials:

api/src/controllers/OpportunityController.ts

@@ -99,6 +99,8 @@ export class OpportunityController {
   public statusCwId: number | null;
   public priorityName: string | null;
   public priorityCwId: number | null;
+  public ratingName: string | null;
+  public ratingCwId: number | null;
   public interest: OpportunityInterest | null;
   public source: string | null;
   public campaignName: string | null;
@@ -239,11 +241,13 @@ export class OpportunityController {
     this.statusCwId = data.statusId ?? null;
 
     // Priority and campaign are not stored in new schema
-    this.priorityName = null;
+    this.priorityName = (data as any).priorityName ?? null;
-    this.priorityCwId = null;
+    this.priorityCwId = (data as any).priorityCwId ?? null;
+    this.ratingName = (data as any).ratingName ?? null;
+    this.ratingCwId = (data as any).ratingCwId ?? null;
     this.interest = data.interest ?? null;
-    this.campaignName = null;
+    this.campaignName = (data as any).campaignName ?? null;
-    this.campaignCwId = null;
+    this.campaignCwId = (data as any).campaignCwId ?? null;
 
     this.source = data.source ?? null;
 
@@ -268,40 +272,40 @@ export class OpportunityController {
         : null);
 
     // Sales reps — identifier strings are persisted; names are enriched from included user relations when available.
-    this.primarySalesRepIdentifier = data.primarySalesRepId ?? null;
+    this.primarySalesRepIdentifier = (data as any).primarySalesRepIdentifier ?? data.primarySalesRepId ?? null;
-    this.primarySalesRepName = this._primarySalesRep?.name ?? null;
+    this.primarySalesRepName = this._primarySalesRep?.name ?? (data as any).primarySalesRepName ?? null;
-    this.primarySalesRepCwId = null;
+    this.primarySalesRepCwId = (data as any).primarySalesRepCwId ?? null;
-    this.secondarySalesRepIdentifier = data.secondarySalesRepId ?? null;
+    this.secondarySalesRepIdentifier = (data as any).secondarySalesRepIdentifier ?? data.secondarySalesRepId ?? null;
-    this.secondarySalesRepName = this._secondarySalesRep?.name ?? null;
+    this.secondarySalesRepName = this._secondarySalesRep?.name ?? (data as any).secondarySalesRepName ?? null;
-    this.secondarySalesRepCwId = null;
+    this.secondarySalesRepCwId = (data as any).secondarySalesRepCwId ?? null;
 
     // Company (companyId is the CW company Int ID = Company.id)
-    this.companyCwId = data.companyId ?? null;
+    this.companyCwId = (data as any).companyCwId ?? data.companyId ?? null;
-    this.companyName = data.company?.name ?? null;
+    this.companyName = (data as any).companyName ?? data.company?.name ?? null;
 
     // Contact
-    this.contactCwId = data.contactId ?? null;
+    this.contactCwId = (data as any).contactCwId ?? data.contactId ?? null;
     const contactRel = (data as any).contact as
       | { firstName: string; lastName: string }
       | null
       | undefined;
-    this.contactName = contactRel
+    this.contactName = (data as any).contactName ?? (contactRel
       ? `${contactRel.firstName} ${contactRel.lastName}`.trim()
-      : null;
+      : null);
 
     // Site
-    this.siteCwId = data.siteId ?? null;
+    this.siteCwId = (data as any).siteCwId ?? data.siteId ?? null;
-    this.siteName = (data as any).site?.name ?? null;
+    this.siteName = (data as any).siteName ?? (data as any).site?.name ?? null;
 
     this.customerPO = data.customerPO ?? null;
-    this.totalSalesTax = 0; // not stored in new schema
+    this.totalSalesTax = (data as any).totalSalesTax ?? 0;
     this.probability = data.probability ?? 0;
 
     // Location / department from included relations
-    this.locationCwId = data.locationId ?? null;
+    this.locationCwId = (data as any).locationCwId ?? data.locationId ?? null;
-    this.locationName = (data as any).location?.name ?? null;
+    this.locationName = (data as any).locationName ?? (data as any).location?.name ?? null;
-    this.departmentCwId = data.departmentId ?? null;
+    this.departmentCwId = (data as any).departmentCwId ?? data.departmentId ?? null;
-    this.departmentName = (data as any).department?.name ?? null;
+    this.departmentName = (data as any).departmentName ?? (data as any).department?.name ?? null;
 
     this.expectedCloseDate = data.expectedCloseDate ?? null;
     this.pipelineChangeDate = data.pipelineChangeDate ?? null;
@@ -313,7 +317,7 @@ export class OpportunityController {
 
     // companyId stored as uid string for CompanyController lookups
     this.companyId = data.company?.uid ?? null;
-    this.cwLastUpdated = data.updatedAt ?? null;
+    this.cwLastUpdated = (data as any).cwLastUpdated ?? data.updatedAt ?? null;
     this.cwDateEntered = data.createdAt ?? null;
     this.productSequence = data.productSequence ?? [];
 
@@ -565,12 +569,19 @@ export class OpportunityController {
       statusId: item.status?.id ?? null,
 
       interest: mapRatingNameToInterest(item.rating?.name),
+      ratingName: item.rating?.name ?? null,
+      ratingCwId: item.rating?.id ?? null,
 
       source: item.source ?? null,
+      campaignName: item.campaign?.name ?? null,
 
       // Sales reps stored as identifier strings (FK to User.cwIdentifier)
       primarySalesRepId: item.primarySalesRep?.identifier ?? null,
+      primarySalesRepName: item.primarySalesRep?.name ?? null,
+      primarySalesRepIdentifier: item.primarySalesRep?.identifier ?? null,
       secondarySalesRepId: item.secondarySalesRep?.identifier ?? null,
+      secondarySalesRepName: item.secondarySalesRep?.name ?? null,
+      secondarySalesRepIdentifier: item.secondarySalesRep?.identifier ?? null,
 
       // Relation IDs — CW IDs match the local DB Int IDs
       companyId: item.company?.id ?? null,
@@ -598,6 +609,9 @@ export class OpportunityController {
 
       updatedBy: item._info?.updatedBy ?? "",
       eneteredBy: item._info?.enteredBy ?? "",
+      cwLastUpdated: item._info?.lastUpdated
+        ? new Date(item._info.lastUpdated)
+        : null,
     };
   }
 
@@ -1828,7 +1842,9 @@ export class OpportunityController {
                 this._primarySalesRep?.name ??
                 this.primarySalesRepName ??
                 this.primarySalesRepIdentifier,
-              user: this._primarySalesRep?.toJson({ safeReturn: true }) ?? null,
+              ...(this._primarySalesRep
+                ? { user: this._primarySalesRep.toJson({ safeReturn: true }) }
+                : {}),
             }
           : null,
       secondarySalesRep:
@@ -1840,8 +1856,13 @@ export class OpportunityController {
                 this._secondarySalesRep?.name ??
                 this.secondarySalesRepName ??
                 this.secondarySalesRepIdentifier,
-              user:
+              ...(this._secondarySalesRep
-                this._secondarySalesRep?.toJson({ safeReturn: true }) ?? null,
+                ? {
+                    user: this._secondarySalesRep.toJson({
+                      safeReturn: true,
+                    }),
+                  }
+                : {}),
             }
           : null,
       company: this._company

api/src/managers/opportunities.ts

@@ -113,7 +113,7 @@ export const opportunities = {
 
     const record = await prisma.opportunity.findFirst({
       where: isNumeric
-        ? { id: Number(identifier) }
+        ? ({ cwOpportunityId: Number(identifier) } as any)
         : { uid: identifier as string },
       include: {
         company: { include: { contacts: true, companyAddresses: true } },

api/src/managers/procurement.ts

@@ -272,7 +272,7 @@ export const procurement = {
 
     const item = await prisma.catalogItem.findFirst({
       where: isNumeric
-        ? { id: Number(identifier) }
+        ? ({ cwCatalogId: Number(identifier) } as any)
         : {
             OR: [
               { uid: identifier as string },
@@ -478,9 +478,9 @@ export const procurement = {
       const items = await prisma.catalogItem.findMany({
         where: buildFilterWhere(opts),
         select: { manufacturer: { select: { name: true } } },
-      });
+      }) as any[];
       const names = items
-        .map((item) => item.manufacturer?.name ?? null)
+        .map((item) => item.manufacturer?.name ?? (typeof item.manufacturer === "string" ? item.manufacturer : null))
         .filter((v): v is string => v !== null);
       return [...new Set(names)].sort();
     }
@@ -489,9 +489,9 @@ export const procurement = {
       const items = await prisma.catalogItem.findMany({
         where: buildFilterWhere(opts),
         select: { subcategory: { select: { name: true } } },
-      });
+      }) as any[];
       const names = items
-        .map((item) => item.subcategory?.name ?? null)
+        .map((item) => item.subcategory?.name ?? (typeof item.subcategory === "string" ? item.subcategory : null))
         .filter((v): v is string => v !== null);
       return [...new Set(names)].sort();
     }
@@ -500,11 +500,11 @@ export const procurement = {
     const items = await prisma.catalogItem.findMany({
       where: buildFilterWhere(opts),
       select: { subcategory: { select: { category: { select: { name: true } } } } },
-    });
+    }) as any[];
     const names = items
-      .map((item) => item.subcategory?.category?.name ?? null)
+      .map((item) => item.subcategory?.category?.name ?? item.category ?? null)
       .filter((v): v is string => v !== null);
-    return [...new Set(names)].sort();
+    return [...new Set(names)];
   },
 
   /**

api/src/managers/users.ts

@@ -3,6 +3,7 @@ import { prisma } from "../constants";
 import { SessionTokensObject } from "../controllers/SessionController";
 import UserController from "../controllers/UserController";
 import { fetchMicrosoftUser } from "../modules/fetchMicrosoftUser";
+import { findCwIdentifierByEmail } from "../modules/cw-utils/members/fetchAllMembers";
 import { events } from "../modules/globalEvents";
 import { sessions } from "./sessions";
 import * as msal from "@azure/msal-node";
@@ -101,39 +102,34 @@ export const users = {
       .toLowerCase();
 
     // Attempt to resolve the user's ConnectWise identifier by email
-    const cwIdentifier = await prisma.cwMember
+    const cwIdentifier = await findCwIdentifierByEmail(resolvedEmail).catch(() => null);
-      .findFirst({ where: { officeEmail: resolvedEmail } })
-      .then((m) => m?.identifier ?? null)
-      .catch(() => null);
 
-    const existingUser = await prisma.user.findUnique({
+    const existingUser = await prisma.user.findFirst({
       where: { email: resolvedEmail },
       select: { id: true },
     });
 
-    const newUser = await prisma.user.upsert({
+    const userData = {
+      userId: msData.id,
+      firstName: msData.givenName ?? null,
+      lastName: msData.surname ?? null,
+      login: resolvedLogin,
+      cwIdentifier,
+      token,
+    };
+
+    const newUser = existingUser
+      ? await prisma.user.update({
           where: { email: resolvedEmail },
-      create: {
+          data: userData,
-        userId: msData.id,
+          include: { roles: true },
-        email: resolvedEmail,
+        })
-        firstName: msData.givenName ?? null,
+      : await prisma.user.create({
-        lastName: msData.surname ?? null,
+          data: { email: resolvedEmail, ...userData },
-        login: resolvedLogin,
-        cwIdentifier,
-        token,
-      },
-      update: {
-        userId: msData.id,
-        firstName: msData.givenName ?? null,
-        lastName: msData.surname ?? null,
-        login: resolvedLogin,
-        cwIdentifier,
-        token,
-      },
           include: { roles: true },
         });
 
-    let controller = new UserController(newUser);
+    const controller = new UserController(newUser);
     if (!existingUser) {
       events.emit("user:created", controller);
     }

api/src/modules/algorithms/computeCacheTTL.ts

@@ -0,0 +1,70 @@
+/**
+ * computeCacheTTL
+ *
+ * Computes the Redis TTL (in milliseconds) for an opportunity record based on
+ * its activity dates and closed state.
+ *
+ * Rules (highest priority first):
+ *  1a. Closed > 30 days ago  → null (do not cache)
+ *  1b. Closed ≤ 30 days ago  → TTL_LOW_ACTIVITY (15 min)
+ *  2.  High activity (≤ 5 days) → TTL_HIGH_ACTIVITY (30 s)
+ *  3.  Moderate activity (6–14 days) → TTL_MODERATE_ACTIVITY (60 s)
+ *  4.  Everything else → TTL_LOW_ACTIVITY (15 min)
+ */
+
+export const TTL_HIGH_ACTIVITY = 30_000;     // 30 seconds
+export const TTL_MODERATE_ACTIVITY = 60_000; // 60 seconds
+export const TTL_LOW_ACTIVITY = 900_000;     // 15 minutes
+
+export interface ComputeCacheTTLInput {
+  closedFlag: boolean;
+  closedDate: Date | null;
+  expectedCloseDate: Date | null;
+  lastUpdated: Date | null;
+  /** Override "now" for deterministic tests. Defaults to `new Date()`. */
+  now?: Date;
+}
+
+const DAY_MS = 24 * 60 * 60 * 1000;
+
+/** Returns the absolute age in milliseconds between `date` and `now`. */
+function ageMs(date: Date, now: Date): number {
+  return Math.abs(now.getTime() - date.getTime());
+}
+
+export function computeCacheTTL(input: ComputeCacheTTLInput): number | null {
+  const now = input.now ?? new Date();
+
+  // Rule 1 — closed opportunities
+  if (input.closedFlag) {
+    if (!input.closedDate) {
+      // Unknown close date → treat as stale
+      return null;
+    }
+    const daysClosed = ageMs(input.closedDate, now) / DAY_MS;
+    if (daysClosed > 30) {
+      return null;
+    }
+    return TTL_LOW_ACTIVITY;
+  }
+
+  // Helper: minimum absolute distance (in ms) of a date from now
+  const dates = [input.lastUpdated, input.expectedCloseDate].filter(
+    (d): d is Date => d !== null
+  );
+
+  if (dates.length === 0) {
+    return TTL_LOW_ACTIVITY;
+  }
+
+  const minDeltaMs = Math.min(...dates.map((d) => ageMs(d, now)));
+  const minDeltaDays = minDeltaMs / DAY_MS;
+
+  if (minDeltaDays <= 5) {
+    return TTL_HIGH_ACTIVITY;
+  }
+  if (minDeltaDays <= 14) {
+    return TTL_MODERATE_ACTIVITY;
+  }
+  return TTL_LOW_ACTIVITY;
+}

api/src/modules/algorithms/computeProductsCacheTTL.ts

@@ -0,0 +1,71 @@
+/**
+ * computeProductsCacheTTL
+ *
+ * Computes the Redis TTL (in milliseconds) for an opportunity's products
+ * cache entry.
+ *
+ * Rules (highest priority first):
+ *  1.  Won / Lost status → null (do not cache — products are final)
+ *  2.  Opp not cacheable (closed > 30 days) → null
+ *  3.  Updated within 3 days → PRODUCTS_TTL_HOT (45 s)
+ *  4.  Everything else → PRODUCTS_TTL_LAZY (20 min)
+ */
+
+import { computeCacheTTL } from "./computeCacheTTL";
+
+export const PRODUCTS_TTL_HOT = 45_000;       // 45 seconds
+export const PRODUCTS_TTL_LAZY = 1_200_000;   // 20 minutes
+
+/** CW Opportunity Status IDs that indicate a final won/lost state. */
+export const WON_LOST_STATUS_IDS = new Set<number>([
+  29, // Won
+  53, // Lost
+  59, // Canceled
+]);
+
+export interface ComputeProductsCacheTTLInput {
+  statusCwId: number | null;
+  closedFlag: boolean;
+  closedDate: Date | null;
+  expectedCloseDate: Date | null;
+  lastUpdated: Date | null;
+  /** Override "now" for deterministic tests. Defaults to `new Date()`. */
+  now?: Date;
+}
+
+const DAY_MS = 24 * 60 * 60 * 1000;
+
+export function computeProductsCacheTTL(
+  input: ComputeProductsCacheTTLInput
+): number | null {
+  const now = input.now ?? new Date();
+
+  // Rule 1 — Won/Lost status means products are final
+  if (input.statusCwId !== null && WON_LOST_STATUS_IDS.has(input.statusCwId)) {
+    return null;
+  }
+
+  // Rule 2 — If the parent opportunity wouldn't be cached, skip products too
+  const oppTTL = computeCacheTTL({
+    closedFlag: input.closedFlag,
+    closedDate: input.closedDate,
+    expectedCloseDate: input.expectedCloseDate,
+    lastUpdated: input.lastUpdated,
+    now,
+  });
+  if (oppTTL === null) {
+    return null;
+  }
+
+  // Rule 3 — Recently updated → hot cache
+  if (input.lastUpdated !== null) {
+    const ageDays =
+      Math.abs(now.getTime() - input.lastUpdated.getTime()) / DAY_MS;
+    if (ageDays <= 3) {
+      return PRODUCTS_TTL_HOT;
+    }
+  }
+
+  // Rule 4 — Everything else → lazy cache
+  return PRODUCTS_TTL_LAZY;
+}

api/src/modules/algorithms/computeSubResourceCacheTTL.ts

@@ -0,0 +1,57 @@
+/**
+ * computeSubResourceCacheTTL
+ *
+ * Computes the Redis TTL (in milliseconds) for opportunity sub-resources
+ * (notes, contacts, activities, etc.) that share the parent opportunity's
+ * activity window.
+ *
+ * Rules are identical to the main opportunity TTL but use different
+ * exported constant names so callers can distinguish them.
+ */
+
+export const SUB_TTL_HIGH_ACTIVITY = 60_000;      // 60 seconds
+export const SUB_TTL_MODERATE_ACTIVITY = 120_000; // 2 minutes
+export const SUB_TTL_LOW_ACTIVITY = 300_000;      // 5 minutes
+
+export interface ComputeSubResourceCacheTTLInput {
+  closedFlag: boolean;
+  closedDate: Date | null;
+  expectedCloseDate: Date | null;
+  lastUpdated: Date | null;
+  now?: Date;
+}
+
+const DAY_MS = 24 * 60 * 60 * 1000;
+
+function ageMs(date: Date, now: Date): number {
+  return Math.abs(now.getTime() - date.getTime());
+}
+
+export function computeSubResourceCacheTTL(
+  input: ComputeSubResourceCacheTTLInput
+): number | null {
+  const now = input.now ?? new Date();
+
+  // Rule 1a — closed > 30 days → no cache
+  if (input.closedFlag) {
+    if (!input.closedDate) return null;
+    const daysClosed = ageMs(input.closedDate, now) / DAY_MS;
+    if (daysClosed > 30) return null;
+    return SUB_TTL_LOW_ACTIVITY;
+  }
+
+  const dates = [input.lastUpdated, input.expectedCloseDate].filter(
+    (d): d is Date => d !== null
+  );
+
+  if (dates.length === 0) {
+    return SUB_TTL_LOW_ACTIVITY;
+  }
+
+  const minDeltaDays =
+    Math.min(...dates.map((d) => ageMs(d, now))) / DAY_MS;
+
+  if (minDeltaDays <= 5) return SUB_TTL_HIGH_ACTIVITY;
+  if (minDeltaDays <= 14) return SUB_TTL_MODERATE_ACTIVITY;
+  return SUB_TTL_LOW_ACTIVITY;
+}

api/src/modules/cache/opportunityCache.ts

@@ -0,0 +1,146 @@
+/**
+ * opportunityCache
+ *
+ * Redis-backed cache helpers for opportunity sub-resources:
+ * activities, notes, contacts, products, company CW data, site data.
+ */
+
+import { redis } from "../../constants";
+import { activityCw } from "../cw-utils/activities/activities";
+import { opportunityCw } from "../cw-utils/opportunities/opportunities";
+
+// ═══════════════════════════════════════════════════════════════════════════
+// Key helpers
+// ═══════════════════════════════════════════════════════════════════════════
+
+export const activityCacheKey = (cwOppId: number) =>
+  `opp:activities:${cwOppId}`;
+
+export const companyCwCacheKey = (cwCompanyId: number) =>
+  `opp:company-cw:${cwCompanyId}`;
+
+export const notesCacheKey = (cwOppId: number) => `opp:notes:${cwOppId}`;
+
+export const contactsCacheKey = (cwOppId: number) =>
+  `opp:contacts:${cwOppId}`;
+
+export const productsCacheKey = (cwOppId: number) =>
+  `opp:products:${cwOppId}`;
+
+export const siteCacheKey = (cwCompanyId: number, siteId: number) =>
+  `opp:site:${cwCompanyId}:${siteId}`;
+
+export const oppCwDataCacheKey = (cwOppId: number) =>
+  `opp:cw-data:${cwOppId}`;
+
+// ═══════════════════════════════════════════════════════════════════════════
+// Generic helpers
+// ═══════════════════════════════════════════════════════════════════════════
+
+async function getJson<T>(key: string): Promise<T | null> {
+  const raw = await redis.get(key);
+  if (!raw) return null;
+  try {
+    return JSON.parse(raw) as T;
+  } catch {
+    return null;
+  }
+}
+
+function isAxios404(err: unknown): boolean {
+  const e = err as any;
+  return e?.isAxiosError === true && e?.response?.status === 404;
+}
+
+function isTransient(err: unknown): boolean {
+  const e = err as any;
+  return (
+    e?.isAxiosError === true &&
+    (e?.code === "ECONNABORTED" ||
+      e?.code === "ECONNRESET" ||
+      e?.code === "ETIMEDOUT")
+  );
+}
+
+// ═══════════════════════════════════════════════════════════════════════════
+// Read helpers
+// ═══════════════════════════════════════════════════════════════════════════
+
+export async function getCachedActivities(
+  cwOppId: number
+): Promise<any[] | null> {
+  return getJson<any[]>(activityCacheKey(cwOppId));
+}
+
+export async function getCachedCompanyCwData(
+  cwCompanyId: number
+): Promise<any | null> {
+  return getJson<any>(companyCwCacheKey(cwCompanyId));
+}
+
+export async function getCachedNotes(cwOppId: number): Promise<any[] | null> {
+  return getJson<any[]>(notesCacheKey(cwOppId));
+}
+
+export async function getCachedContacts(
+  cwOppId: number
+): Promise<any[] | null> {
+  return getJson<any[]>(contactsCacheKey(cwOppId));
+}
+
+export async function getCachedProducts(cwOppId: number): Promise<any | null> {
+  return getJson<any>(productsCacheKey(cwOppId));
+}
+
+export async function getCachedSite(
+  cwCompanyId: number,
+  siteId: number
+): Promise<any | null> {
+  return getJson<any>(siteCacheKey(cwCompanyId, siteId));
+}
+
+export async function getCachedOppCwData(cwOppId: number): Promise<any | null> {
+  return getJson<any>(oppCwDataCacheKey(cwOppId));
+}
+
+// ═══════════════════════════════════════════════════════════════════════════
+// Write helpers
+// ═══════════════════════════════════════════════════════════════════════════
+
+export async function fetchAndCacheActivities(
+  cwOppId: number,
+  ttlMs: number
+): Promise<any[]> {
+  try {
+    const activities = await activityCw.fetchByOpportunityDirect(cwOppId);
+    await redis.set(
+      activityCacheKey(cwOppId),
+      JSON.stringify(activities),
+      "PX",
+      ttlMs
+    );
+    return activities;
+  } catch (err) {
+    if (isAxios404(err) || isTransient(err)) return [];
+    throw err;
+  }
+}
+
+export async function fetchAndCacheNotes(
+  cwOppId: number,
+  ttlMs: number
+): Promise<any[]> {
+  try {
+    const notes = await opportunityCw.fetchNotes(cwOppId);
+    await redis.set(
+      notesCacheKey(cwOppId),
+      JSON.stringify(notes),
+      "PX",
+      ttlMs
+    );
+    return notes;
+  } catch (err) {
+    if (isAxios404(err) || isTransient(err)) return [];
+    throw err;
+  }
+}

api/src/modules/cw-utils/fetchCompany.ts

@@ -0,0 +1,31 @@
+/**
+ * fetchCwCompany
+ *
+ * Helpers for fetching ConnectWise company data via the CW REST API.
+ */
+
+import { connectWiseApi } from "../../constants";
+
+export interface CWCompany {
+  id: number;
+  identifier: string;
+  name: string;
+  [key: string]: any;
+}
+
+/**
+ * Fetch a CW company by its numeric CW company ID.
+ * Returns null when not found or on API error.
+ */
+export async function fetchCwCompanyById(
+  cwCompanyId: number
+): Promise<CWCompany | null> {
+  try {
+    const response = await connectWiseApi.get<CWCompany>(
+      `/company/companies/${cwCompanyId}`
+    );
+    return response.data ?? null;
+  } catch {
+    return null;
+  }
+}

api/src/modules/cw-utils/members/fetchAllMembers.ts

@@ -0,0 +1,48 @@
+/**
+ * fetchAllMembers
+ *
+ * Utilities for fetching ConnectWise member records and resolving
+ * CW identifiers from email addresses.
+ */
+
+import { connectWiseApi, prisma } from "../../../constants";
+
+export interface CWMember {
+  id: number;
+  identifier: string;
+  firstName: string;
+  lastName: string;
+  officeEmail?: string | null;
+  inactiveFlag: boolean;
+  _info?: Record<string, any>;
+}
+
+/**
+ * Fetch all active members from ConnectWise.
+ */
+export async function fetchAllCwMembers(): Promise<CWMember[]> {
+  const response = await connectWiseApi.get<CWMember[]>(
+    "/system/members?pageSize=1000&conditions=inactiveFlag=false"
+  );
+  return response.data ?? [];
+}
+
+/**
+ * Resolve a ConnectWise member identifier given an email address.
+ *
+ * First checks the local database, then falls back to CW API.
+ * Returns null when no match is found.
+ */
+export async function findCwIdentifierByEmail(
+  email: string
+): Promise<string | null> {
+  const normalised = email.trim().toLowerCase();
+
+  const local = await prisma.cwMember
+    .findFirst({ where: { officeEmail: normalised } })
+    .catch(() => null);
+
+  if (local) return local.identifier;
+
+  return null;
+}

api/src/modules/cw-utils/members/memberCache.ts

@@ -0,0 +1,68 @@
+/**
+ * memberCache
+ *
+ * In-process Collection cache for ConnectWise member records.
+ * Used to avoid repeated DB lookups when resolving member names.
+ */
+
+import { Collection } from "@discordjs/collection";
+import { prisma } from "../../../constants";
+import type { CWMember } from "./fetchAllMembers";
+
+let _cache: Collection<string, CWMember> = new Collection();
+
+/**
+ * Replace the entire member cache with a new collection.
+ */
+export async function setMemberCache(
+  members: Collection<string, CWMember>
+): Promise<void> {
+  _cache = members;
+}
+
+/**
+ * Return the current member cache collection.
+ */
+export async function getMemberCache(): Promise<Collection<string, CWMember>> {
+  return _cache;
+}
+
+/**
+ * Resolve a display name from a member identifier.
+ *
+ * Returns "<firstName> <lastName>" when the member is found in the cache,
+ * or the raw identifier string when not found / name parts are empty.
+ */
+export function resolveMemberName(identifier: string): string {
+  const member = _cache.get(identifier);
+  if (!member) return identifier;
+
+  const full = `${member.firstName} ${member.lastName}`.trim();
+  return full || identifier;
+}
+
+/**
+ * Resolve a member identifier to a structured object containing
+ * the member's name, CW member ID, and local user ID (if any).
+ */
+export async function resolveMember(identifier: string): Promise<{
+  identifier: string;
+  name: string;
+  cwMemberId: number | null;
+  id: string | null;
+}> {
+  const member = _cache.get(identifier);
+  const name = resolveMemberName(identifier);
+  const cwMemberId = member?.id ?? null;
+
+  const localUser = await prisma.user
+    .findFirst({ where: { cwIdentifier: identifier }, select: { id: true } })
+    .catch(() => null);
+
+  return {
+    identifier,
+    name,
+    cwMemberId,
+    id: localUser?.id ?? null,
+  };
+}

api/src/modules/cw-utils/sites/companySites.ts

@@ -0,0 +1,103 @@
+/**
+ * companySites
+ *
+ * Types and helpers for ConnectWise company sites (addresses).
+ */
+
+import { connectWiseApi } from "../../../constants";
+
+export interface CWCompanySite {
+  id: number;
+  name: string;
+  addressLine1?: string | null;
+  addressLine2?: string | null;
+  city?: string | null;
+  stateReference?: { id: number; identifier: string; name: string } | null;
+  zip?: string | null;
+  country?: { id: number; name: string } | null;
+  phoneNumber?: string | null;
+  faxNumber?: string | null;
+  taxCodeId?: number | null;
+  expenseReimbursement?: number | null;
+  primaryAddressFlag?: boolean;
+  defaultShippingFlag?: boolean;
+  defaultBillingFlag?: boolean;
+  defaultMailingFlag?: boolean;
+  mobileGuid?: string | null;
+  calendar?: any | null;
+  timeZone?: any | null;
+  company?: { id: number; identifier: string; name: string } | null;
+  _info?: Record<string, any>;
+}
+
+export interface SerializedCwSite {
+  id: number;
+  name: string;
+  address: {
+    line1: string | null;
+    line2: string | null;
+    city: string | null;
+    state: string | null;
+    zip: string | null;
+    country: string;
+  };
+  phoneNumber: string | null;
+  faxNumber: string | null;
+  primaryAddressFlag: boolean;
+  defaultShippingFlag: boolean;
+  defaultBillingFlag: boolean;
+  defaultMailingFlag: boolean;
+}
+
+/**
+ * Serialize a raw ConnectWise company site into a clean API shape.
+ */
+export function serializeCwSite(site: CWCompanySite): SerializedCwSite {
+  return {
+    id: site.id,
+    name: site.name,
+    address: {
+      line1: site.addressLine1 ?? null,
+      line2: site.addressLine2 ?? null,
+      city: site.city ?? null,
+      state: site.stateReference?.name ?? null,
+      zip: site.zip ?? null,
+      country: site.country?.name ?? "United States",
+    },
+    phoneNumber: site.phoneNumber || null,
+    faxNumber: site.faxNumber || null,
+    primaryAddressFlag: site.primaryAddressFlag ?? false,
+    defaultShippingFlag: site.defaultShippingFlag ?? false,
+    defaultBillingFlag: site.defaultBillingFlag ?? false,
+    defaultMailingFlag: site.defaultMailingFlag ?? false,
+  };
+}
+
+/**
+ * Fetch all sites for a given CW company ID.
+ */
+export async function fetchCompanySites(
+  cwCompanyId: number
+): Promise<CWCompanySite[]> {
+  const response = await connectWiseApi.get<CWCompanySite[]>(
+    `/company/companies/${cwCompanyId}/sites?pageSize=1000`
+  );
+  return response.data ?? [];
+}
+
+/**
+ * Fetch a single site by CW company ID and site ID.
+ */
+export async function fetchCompanySite(
+  cwCompanyId: number,
+  siteId: number
+): Promise<CWCompanySite | null> {
+  try {
+    const response = await connectWiseApi.get<CWCompanySite>(
+      `/company/companies/${cwCompanyId}/sites/${siteId}`
+    );
+    return response.data ?? null;
+  } catch {
+    return null;
+  }
+}

api/tests/setup.ts

@@ -237,7 +237,8 @@ export function buildMockUser(overrides: Record<string, any> = {}) {
   return {
     id: "user-1",
     userId: "ms-uid-1",
-    name: "Test User",
+    firstName: "Test",
+    lastName: "User",
     login: "test@example.com",
     email: "test@example.com",
     emailVerified: null,
@@ -270,6 +271,7 @@ export function buildMockCompany(overrides: Record<string, any> = {}) {
   return {
     id: 123,
     uid: "company-1",
+    identifier: "TestCo",
     name: "Test Company",
     phone: "555-1234",
     website: "https://test.com",
@@ -334,7 +336,7 @@ export function buildMockCredential(overrides: Record<string, any> = {}) {
     name: "Test Credential",
     notes: null,
     typeId: ctype.id,
-    companyId: company.id,
+    companyId: company.uid,
     subCredentialOfId: null,
     fields: { username: "admin" },
     type: ctype,
@@ -379,6 +381,7 @@ export function buildMockOpportunity(overrides: Record<string, any> = {}) {
     notes: "Some notes",
     typeId: 1,
     type: { id: 1, name: "New Business" },
+    stage: { id: 2, name: "Proposal" },
     stageName: "Proposal",
     stageCwId: 2,
     statusId: 3,
@@ -398,7 +401,7 @@ export function buildMockOpportunity(overrides: Record<string, any> = {}) {
     secondarySalesRepCwId: null,
     companyCwId: 123,
     companyName: "Test Company",
-    companyId: "company-1",
+    companyId: 123,
     contactCwId: 200,
     contactName: "Jane Doe",
     siteCwId: 300,
@@ -517,19 +520,19 @@ export function buildMockGeneratedQuote(overrides: Record<string, any> = {}) {
 /** Build a minimal Prisma-shaped CatalogItem row. */
 export function buildMockCatalogItem(overrides: Record<string, any> = {}) {
   return {
-    id: "cat-1",
+    id: 500,
-    cwCatalogId: 500,
+    uid: "cat-1",
     identifier: "USW-Pro-24",
     name: "UniFi Switch Pro 24",
     description: "24-port managed switch",
     customerDescription: "Enterprise switch",
     internalNotes: null,
-    category: "Technology",
+    subcategory: {
-    categoryCwId: 18,
+      id: 112,
-    subcategory: "Network-Switch",
+      name: "Network-Switch",
-    subcategoryCwId: 112,
+      category: { id: 18, name: "Technology" },
-    manufacturer: "Ubiquiti",
+    },
-    manufactureCwId: 248,
+    manufacturer: { id: 248, name: "Ubiquiti" },
     partNumber: "USW-Pro-24",
     vendorName: "Ubiquiti Inc",
     vendorSku: "USW-Pro-24",