Fix UserController permission serialization and include current updates

This commit is contained in:
2026-02-27 14:38:22 -06:00
parent 51eb36f4a6
commit b1f6462ac3
50 changed files with 6150 additions and 30 deletions
+25
View File
@@ -0,0 +1,25 @@
import { createRoute } from "../../../modules/api-utils/createRoute";
import { procurement } from "../../../managers/procurement";
import { apiResponse } from "../../../modules/api-utils/apiResponse";
import { ContentfulStatusCode } from "hono/utils/http-status";
import { authMiddleware } from "../../middleware/authorization";
/* /v1/procurement/items/:identifier */
export default createRoute(
"get",
["/items/:identifier"],
async (c) => {
const identifier = c.req.param("identifier");
const includeLinkedItems = c.req.query("includeLinkedItems") === "true";
const item = await procurement.fetchItem(identifier);
const response = apiResponse.successful(
"Catalog item fetched successfully!",
item.toJson({ includeLinkedItems }),
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["procurement.catalog.fetch"] }),
);
+25
View File
@@ -0,0 +1,25 @@
import { createRoute } from "../../../modules/api-utils/createRoute";
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/procurement/items/:identifier/linked */
export default createRoute(
"get",
["/items/:identifier/linked"],
async (c) => {
const identifier = c.req.param("identifier");
const item = await procurement.fetchItem(identifier);
const linkedItems = item.getLinkedItems().map((linked) => linked.toJson());
const response = apiResponse.successful(
"Linked catalog items fetched successfully!",
linkedItems,
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["procurement.catalog.fetch"] }),
);
+28
View File
@@ -0,0 +1,28 @@
import { createRoute } from "../../../modules/api-utils/createRoute";
import { procurement } from "../../../managers/procurement";
import { apiResponse } from "../../../modules/api-utils/apiResponse";
import { ContentfulStatusCode } from "hono/utils/http-status";
import { authMiddleware } from "../../middleware/authorization";
import { z } from "zod";
/* POST /v1/procurement/items/:identifier/link */
export default createRoute(
"post",
["/items/:identifier/link"],
async (c) => {
const identifier = c.req.param("identifier");
const body = await c.req.json();
const schema = z.object({ targetId: z.string() }).strict();
const { targetId } = schema.parse(body);
const item = await procurement.linkItems(identifier, targetId);
const response = apiResponse.successful(
"Catalog item linked successfully!",
item.toJson({ includeLinkedItems: true }),
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["procurement.catalog.link"] }),
);
@@ -0,0 +1,25 @@
import { createRoute } from "../../../modules/api-utils/createRoute";
import { procurement } from "../../../managers/procurement";
import { apiResponse } from "../../../modules/api-utils/apiResponse";
import { ContentfulStatusCode } from "hono/utils/http-status";
import { authMiddleware } from "../../middleware/authorization";
/* /v1/procurement/items/:identifier/refresh-inventory */
export default createRoute(
"post",
["/items/:identifier/refresh-inventory"],
async (c) => {
const identifier = c.req.param("identifier");
const item = await procurement.fetchItem(identifier);
await item.refreshInventory();
const response = apiResponse.successful(
"Inventory refreshed successfully!",
item.toJson(),
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["procurement.catalog.inventory.refresh"] }),
);
+28
View File
@@ -0,0 +1,28 @@
import { createRoute } from "../../../modules/api-utils/createRoute";
import { procurement } from "../../../managers/procurement";
import { apiResponse } from "../../../modules/api-utils/apiResponse";
import { ContentfulStatusCode } from "hono/utils/http-status";
import { authMiddleware } from "../../middleware/authorization";
import { z } from "zod";
/* POST /v1/procurement/items/:identifier/unlink */
export default createRoute(
"post",
["/items/:identifier/unlink"],
async (c) => {
const identifier = c.req.param("identifier");
const body = await c.req.json();
const schema = z.object({ targetId: z.string() }).strict();
const { targetId } = schema.parse(body);
const item = await procurement.unlinkItems(identifier, targetId);
const response = apiResponse.successful(
"Catalog item unlinked successfully!",
item.toJson({ includeLinkedItems: true }),
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["procurement.catalog.link"] }),
);
+24
View File
@@ -0,0 +1,24 @@
import { createRoute } from "../../modules/api-utils/createRoute";
import { procurement } from "../../managers/procurement";
import { apiResponse } from "../../modules/api-utils/apiResponse";
import { ContentfulStatusCode } from "hono/utils/http-status";
import { authMiddleware } from "../middleware/authorization";
/* /v1/procurement/count */
export default createRoute(
"get",
["/count"],
async (c) => {
const activeOnly = c.req.query("activeOnly") === "true";
const count = await procurement.count({ activeOnly });
const response = apiResponse.successful(
"Catalog item count fetched successfully!",
{ count },
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["procurement.catalog.fetch.many"] }),
);
+43
View File
@@ -0,0 +1,43 @@
import { createRoute } from "../../modules/api-utils/createRoute";
import { procurement } from "../../managers/procurement";
import { apiResponse } from "../../modules/api-utils/apiResponse";
import { ContentfulStatusCode } from "hono/utils/http-status";
import { authMiddleware } from "../middleware/authorization";
/* /v1/procurement/items */
export default createRoute(
"get",
["/items"],
async (c) => {
const page = Number(c.req.query("page") ?? 1);
const rpp = Number(c.req.query("rpp") ?? 30);
const search = c.req.query("search") as string;
const includeInactive = c.req.query("includeInactive") === "true";
const data = search
? await procurement.search(search, page, rpp, { includeInactive })
: await procurement.fetchPages(page, rpp, { includeInactive });
const totalRecords = await procurement.count({
activeOnly: !includeInactive,
});
const response = apiResponse.successful(
"Catalog items fetched successfully!",
data.map((item) => item.toJson()),
{
pagination: {
previousPage: page <= 1 ? null : page - 1,
currentPage: page,
nextPage: page >= totalRecords / rpp ? null : page + 1,
totalPages: Math.ceil(totalRecords / rpp),
totalRecords,
listedRecords: rpp,
},
},
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["procurement.catalog.fetch.many"] }),
);
+9
View File
@@ -0,0 +1,9 @@
import { default as fetchAll } from "./fetchAll";
import { default as fetch } from "./[id]/fetch";
import { default as refreshInventory } from "./[id]/refreshInventory";
import { default as link } from "./[id]/link";
import { default as unlink } from "./[id]/unlink";
import { default as fetchLinked } from "./[id]/fetchLinked";
import { default as count } from "./count";
export { count, fetch, fetchAll, fetchLinked, link, refreshInventory, unlink };
+7
View File
@@ -0,0 +1,7 @@
import { Hono } from "hono";
import * as procurementRoutes from "../procurement";
const procurementRouter = new Hono();
Object.values(procurementRoutes).map((r) => procurementRouter.route("/", r));
export default procurementRouter;
+7
View File
@@ -0,0 +1,7 @@
import { Hono } from "hono";
import * as salesRoutes from "../sales";
const salesRouter = new Hono();
Object.values(salesRoutes).map((r) => salesRouter.route("/", r));
export default salesRouter;
+41
View File
@@ -0,0 +1,41 @@
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 { opportunityCw } from "../../../modules/cw-utils/opportunities/opportunities";
/* GET /v1/sales/opportunities/:identifier/contacts */
export default createRoute(
"get",
["/opportunities/:identifier/contacts"],
async (c) => {
const identifier = c.req.param("identifier");
const item = await opportunities.fetchItem(identifier);
const contacts = await opportunityCw.fetchContacts(item.cwOpportunityId);
const data = contacts.map((ct) => ({
id: ct.id,
contact: ct.contact ? { id: ct.contact.id, name: ct.contact.name } : null,
company: ct.company
? {
id: ct.company.id,
identifier: ct.company.identifier,
name: ct.company.name,
}
: null,
role: ct.role ? { id: ct.role.id, name: ct.role.name } : null,
notes: ct.notes,
referralFlag: ct.referralFlag,
}));
const response = apiResponse.successful(
"Opportunity contacts fetched successfully!",
data,
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
);
+24
View File
@@ -0,0 +1,24 @@
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";
/* GET /v1/sales/opportunities/:identifier */
export default createRoute(
"get",
["/opportunities/:identifier"],
async (c) => {
const identifier = c.req.param("identifier");
const item = await opportunities.fetchItem(identifier);
const response = apiResponse.successful(
"Opportunity fetched successfully!",
item.toJson(),
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
);
+39
View File
@@ -0,0 +1,39 @@
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 { opportunityCw } from "../../../modules/cw-utils/opportunities/opportunities";
/* GET /v1/sales/opportunities/:identifier/forecasts */
export default createRoute(
"get",
["/opportunities/:identifier/forecasts"],
async (c) => {
const identifier = c.req.param("identifier");
const item = await opportunities.fetchItem(identifier);
const forecasts = await opportunityCw.fetchForecasts(item.cwOpportunityId);
const data = forecasts.map((f) => ({
id: f.id,
forecastType: f.forecastType,
forecastMonth: f.forecastMonth,
revenue: f.revenue,
cost: f.cost,
forecastPercentage: f.forecastPercentage,
status: f.status ? { id: f.status.id, name: f.status.name } : null,
includedFlag: f.includedFlag,
linkedFlag: f.linkedFlag,
recurringFlag: f.recurringFlag,
}));
const response = apiResponse.successful(
"Opportunity forecasts fetched successfully!",
data,
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
);
+34
View File
@@ -0,0 +1,34 @@
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 { opportunityCw } from "../../../modules/cw-utils/opportunities/opportunities";
/* GET /v1/sales/opportunities/:identifier/notes */
export default createRoute(
"get",
["/opportunities/:identifier/notes"],
async (c) => {
const identifier = c.req.param("identifier");
const item = await opportunities.fetchItem(identifier);
const notes = await opportunityCw.fetchNotes(item.cwOpportunityId);
const data = notes.map((n) => ({
id: n.id,
text: n.text,
type: n.type ? { id: n.type.id, name: n.type.name } : null,
flagged: n.flagged,
enteredBy: n.enteredBy,
}));
const response = apiResponse.successful(
"Opportunity notes fetched successfully!",
data,
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
);
+25
View File
@@ -0,0 +1,25 @@
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";
/* POST /v1/sales/opportunities/:identifier/refresh */
export default createRoute(
"post",
["/opportunities/:identifier/refresh"],
async (c) => {
const identifier = c.req.param("identifier");
const item = await opportunities.fetchItem(identifier);
const refreshed = await item.refreshFromCW();
const response = apiResponse.successful(
"Opportunity refreshed from ConnectWise successfully!",
refreshed.toJson(),
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["sales.opportunity.refresh"] }),
);
+24
View File
@@ -0,0 +1,24 @@
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";
/* GET /v1/sales/opportunities/count */
export default createRoute(
"get",
["/opportunities/count"],
async (c) => {
const openOnly = c.req.query("openOnly") === "true";
const count = await opportunities.count({ openOnly });
const response = apiResponse.successful(
"Opportunity count fetched successfully!",
{ count },
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["sales.opportunity.fetch.many"] }),
);
+43
View File
@@ -0,0 +1,43 @@
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";
/* GET /v1/sales/opportunities */
export default createRoute(
"get",
["/opportunities"],
async (c) => {
const page = Number(c.req.query("page") ?? 1);
const rpp = Number(c.req.query("rpp") ?? 30);
const search = c.req.query("search") as string;
const includeClosed = c.req.query("includeClosed") === "true";
const data = search
? await opportunities.search(search, page, rpp, { includeClosed })
: await opportunities.fetchPages(page, rpp, { includeClosed });
const totalRecords = await opportunities.count({
openOnly: !includeClosed,
});
const response = apiResponse.successful(
"Opportunities fetched successfully!",
data.map((item) => item.toJson()),
{
pagination: {
previousPage: page <= 1 ? null : page - 1,
currentPage: page,
nextPage: page >= totalRecords / rpp ? null : page + 1,
totalPages: Math.ceil(totalRecords / rpp),
totalRecords,
listedRecords: rpp,
},
},
);
return c.json(response, response.status as ContentfulStatusCode);
},
authMiddleware({ permissions: ["sales.opportunity.fetch.many"] }),
);
+9
View File
@@ -0,0 +1,9 @@
import { default as fetchAll } from "./fetchAll";
import { default as count } from "./count";
import { default as fetch } from "./[id]/fetch";
import { default as refresh } from "./[id]/refresh";
import { default as forecasts } from "./[id]/forecasts";
import { default as notes } from "./[id]/notes";
import { default as contacts } from "./[id]/contacts";
export { count, fetch, fetchAll, forecasts, notes, contacts, refresh };
+2
View File
@@ -55,6 +55,8 @@ v1.route("/credential-type", require("./routers/credentialTypeRouter").default);
v1.route("/role", require("./routers/roleRouter").default);
v1.route("/permissions", require("./routers/permissionRouter").default);
v1.route("/unifi", require("./routers/unifiRouter").default);
v1.route("/procurement", require("./routers/procurementRouter").default);
v1.route("/sales", require("./routers/salesRouter").default);
app.route("/v1", v1);
export default app;
+218
View File
@@ -0,0 +1,218 @@
import { CatalogItem } from "../../generated/prisma/client";
import { prisma } from "../constants";
import { catalogCw } from "../modules/cw-utils/procurement/catalog";
import { CatalogItem as CWCatalogItem } from "../modules/cw-utils/procurement/catalog.types";
import GenericError from "../Errors/GenericError";
/**
* Catalog Item Controller
*
* This class encapsulates a catalog item entity and provides domain methods
* for accessing, refreshing, and serializing catalog item data. It bridges
* the internal database representation with ConnectWise catalog data.
*/
export class CatalogItemController {
public readonly id: string;
public name: string;
public description: string | null;
public customerDescription: string | null;
public internalNotes: string | null;
public readonly cwCatalogId: number;
public readonly identifier: string | null;
public manufacturer: string | null;
public manufactureCwId: number | null;
public partNumber: string | null;
public vendorName: string | null;
public vendorSku: string | null;
public vendorCwId: number | null;
public price: number;
public cost: number;
public inactive: boolean;
public salesTaxable: boolean;
public onHand: number;
public cwLastUpdated: Date | null;
private _linkedItems: CatalogItemController[];
public readonly createdAt: Date;
public updatedAt: Date;
constructor(
itemData: CatalogItem & {
linkedItems?: CatalogItem[];
},
) {
this.id = itemData.id;
this.name = itemData.name;
this.description = itemData.description;
this.customerDescription = itemData.customerDescription;
this.internalNotes = itemData.internalNotes;
this.cwCatalogId = itemData.cwCatalogId;
this.identifier = itemData.identifier;
this.manufacturer = itemData.manufacturer;
this.manufactureCwId = itemData.manufactureCwId;
this.partNumber = itemData.partNumber;
this.vendorName = itemData.vendorName;
this.vendorSku = itemData.vendorSku;
this.vendorCwId = itemData.vendorCwId;
this.price = itemData.price;
this.cost = itemData.cost;
this.inactive = itemData.inactive;
this.salesTaxable = itemData.salesTaxable;
this.onHand = itemData.onHand;
this.cwLastUpdated = itemData.cwLastUpdated;
this.createdAt = itemData.createdAt;
this.updatedAt = itemData.updatedAt;
this._linkedItems = (itemData.linkedItems ?? []).map(
(linked) => new CatalogItemController(linked),
);
}
/**
* Refresh Inventory
*
* Fetches the latest on-hand inventory count from ConnectWise
* and updates both the controller state and the database.
*
* @returns {Promise<CatalogItemController>} - The updated controller
*/
public async refreshInventory(): Promise<CatalogItemController> {
const onHand = await catalogCw.fetchInventoryOnHand(this.cwCatalogId);
if (onHand !== this.onHand) {
await prisma.catalogItem.update({
where: { id: this.id },
data: { onHand },
});
this.onHand = onHand;
}
return this;
}
/**
* Fetch Linked Items
*
* Returns the linked catalog items as an array of controllers.
*
* @returns {CatalogItemController[]} - Array of linked item controllers
*/
public getLinkedItems(): CatalogItemController[] {
return this._linkedItems;
}
/**
* Link Item
*
* Links another catalog item to this item. The relationship is bidirectional
* via the Prisma implicit many-to-many.
*
* @param targetId - The internal ID of the catalog item to link
* @returns {Promise<CatalogItemController>} - The updated controller
*/
public async linkItem(targetId: string): Promise<CatalogItemController> {
if (targetId === this.id) {
throw new GenericError({
message: "Cannot link a catalog item to itself",
name: "InvalidLinkTarget",
cause: `Item '${this.id}' cannot be linked to itself`,
status: 400,
});
}
const target = await prisma.catalogItem.findFirst({
where: { id: targetId },
});
if (!target) {
throw new GenericError({
message: "Target catalog item not found",
name: "CatalogItemNotFound",
cause: `No catalog item exists with ID '${targetId}'`,
status: 404,
});
}
const updated = await prisma.catalogItem.update({
where: { id: this.id },
data: {
linkedItems: { connect: { id: targetId } },
},
include: { linkedItems: true },
});
this._linkedItems = (updated.linkedItems ?? []).map(
(linked) => new CatalogItemController(linked),
);
return this;
}
/**
* Unlink Item
*
* Removes the link between this catalog item and another.
*
* @param targetId - The internal ID of the catalog item to unlink
* @returns {Promise<CatalogItemController>} - The updated controller
*/
public async unlinkItem(targetId: string): Promise<CatalogItemController> {
const updated = await prisma.catalogItem.update({
where: { id: this.id },
data: {
linkedItems: { disconnect: { id: targetId } },
},
include: { linkedItems: true },
});
this._linkedItems = (updated.linkedItems ?? []).map(
(linked) => new CatalogItemController(linked),
);
return this;
}
/**
* To JSON
*
* Serializes the catalog item into a safe, API-friendly object.
*
* @param opts - Options to control output
* @returns - A JSON-safe representation of the catalog item
*/
public toJson(opts?: { includeLinkedItems?: boolean }): Record<string, any> {
return {
id: this.id,
cwCatalogId: this.cwCatalogId,
identifier: this.identifier,
name: this.name,
description: this.description,
customerDescription: this.customerDescription,
internalNotes: this.internalNotes,
manufacturer: this.manufacturer,
manufactureCwId: this.manufactureCwId,
partNumber: this.partNumber,
vendorName: this.vendorName,
vendorSku: this.vendorSku,
vendorCwId: this.vendorCwId,
price: this.price,
cost: this.cost,
inactive: this.inactive,
salesTaxable: this.salesTaxable,
onHand: this.onHand,
cwLastUpdated: this.cwLastUpdated,
linkedItems: opts?.includeLinkedItems
? this._linkedItems.map((item) => item.toJson())
: undefined,
createdAt: this.createdAt,
updatedAt: this.updatedAt,
};
}
}
+20 -18
View File
@@ -18,7 +18,7 @@ export class CompanyController {
public readonly cw_CompanyId: number;
public readonly cw_Data?: {
company: CWCompany;
defaultContact: Contact;
defaultContact: Contact | null;
allContacts: Contact[];
};
@@ -96,23 +96,25 @@ export class CompanyController {
},
primaryContact: !opts?.includePrimaryContact
? undefined
: {
firstName: this.cw_Data?.defaultContact.firstName,
lastName: this.cw_Data?.defaultContact.lastName,
cwId: this.cw_Data?.defaultContact.id,
inactive: this.cw_Data?.defaultContact.inactiveFlag,
title: this.cw_Data?.defaultContact.title,
phone: this.cw_Data?.defaultContact.defaultPhoneNbr,
email: (() => {
if (!this.cw_Data?.defaultContact.communicationItems)
return null;
return (
this.cw_Data?.defaultContact.communicationItems.find(
(v) => v.type.name === "Email",
)?.value ?? null
);
})(),
},
: this.cw_Data?.defaultContact
? {
firstName: this.cw_Data.defaultContact.firstName,
lastName: this.cw_Data.defaultContact.lastName,
cwId: this.cw_Data.defaultContact.id,
inactive: this.cw_Data.defaultContact.inactiveFlag,
title: this.cw_Data.defaultContact.title,
phone: this.cw_Data.defaultContact.defaultPhoneNbr,
email: (() => {
if (!this.cw_Data?.defaultContact?.communicationItems)
return null;
return (
this.cw_Data.defaultContact.communicationItems.find(
(v) => v.type.name === "Email",
)?.value ?? null
);
})(),
}
: null,
allContacts: !opts?.includeAllContacts
? undefined
: this.cw_Data?.allContacts.map((contact) => ({
+290
View File
@@ -0,0 +1,290 @@
import { Opportunity } from "../../generated/prisma/client";
import { prisma } from "../constants";
import { fetchOpportunity } from "../modules/cw-utils/opportunities/fetchOpportunity";
import { CWOpportunity } from "../modules/cw-utils/opportunities/opportunity.types";
/**
* Opportunity Controller
*
* Domain model class that encapsulates an Opportunity entity and provides
* methods for accessing, refreshing from ConnectWise, and serializing
* opportunity data.
*/
export class OpportunityController {
public readonly id: string;
public readonly cwOpportunityId: number;
public name: string;
public notes: string | null;
public typeName: string | null;
public typeCwId: number | null;
public stageName: string | null;
public stageCwId: number | null;
public statusName: string | null;
public statusCwId: number | null;
public priorityName: string | null;
public priorityCwId: number | null;
public ratingName: string | null;
public ratingCwId: number | null;
public source: string | null;
public campaignName: string | null;
public campaignCwId: number | null;
public primarySalesRepName: string | null;
public primarySalesRepIdentifier: string | null;
public primarySalesRepCwId: number | null;
public secondarySalesRepName: string | null;
public secondarySalesRepIdentifier: string | null;
public secondarySalesRepCwId: number | null;
public companyCwId: number | null;
public companyName: string | null;
public contactCwId: number | null;
public contactName: string | null;
public siteCwId: number | null;
public siteName: string | null;
public customerPO: string | null;
public totalSalesTax: number;
public locationName: string | null;
public locationCwId: number | null;
public departmentName: string | null;
public departmentCwId: number | null;
public expectedCloseDate: Date | null;
public pipelineChangeDate: Date | null;
public dateBecameLead: Date | null;
public closedDate: Date | null;
public closedFlag: boolean;
public closedByName: string | null;
public closedByCwId: number | null;
public companyId: string | null;
public cwLastUpdated: Date | null;
public readonly createdAt: Date;
public updatedAt: Date;
constructor(data: Opportunity) {
this.id = data.id;
this.cwOpportunityId = data.cwOpportunityId;
this.name = data.name;
this.notes = data.notes;
this.typeName = data.typeName;
this.typeCwId = data.typeCwId;
this.stageName = data.stageName;
this.stageCwId = data.stageCwId;
this.statusName = data.statusName;
this.statusCwId = data.statusCwId;
this.priorityName = data.priorityName;
this.priorityCwId = data.priorityCwId;
this.ratingName = data.ratingName;
this.ratingCwId = data.ratingCwId;
this.source = data.source;
this.campaignName = data.campaignName;
this.campaignCwId = data.campaignCwId;
this.primarySalesRepName = data.primarySalesRepName;
this.primarySalesRepIdentifier = data.primarySalesRepIdentifier;
this.primarySalesRepCwId = data.primarySalesRepCwId;
this.secondarySalesRepName = data.secondarySalesRepName;
this.secondarySalesRepIdentifier = data.secondarySalesRepIdentifier;
this.secondarySalesRepCwId = data.secondarySalesRepCwId;
this.companyCwId = data.companyCwId;
this.companyName = data.companyName;
this.contactCwId = data.contactCwId;
this.contactName = data.contactName;
this.siteCwId = data.siteCwId;
this.siteName = data.siteName;
this.customerPO = data.customerPO;
this.totalSalesTax = data.totalSalesTax;
this.locationName = data.locationName;
this.locationCwId = data.locationCwId;
this.departmentName = data.departmentName;
this.departmentCwId = data.departmentCwId;
this.expectedCloseDate = data.expectedCloseDate;
this.pipelineChangeDate = data.pipelineChangeDate;
this.dateBecameLead = data.dateBecameLead;
this.closedDate = data.closedDate;
this.closedFlag = data.closedFlag;
this.closedByName = data.closedByName;
this.closedByCwId = data.closedByCwId;
this.companyId = data.companyId;
this.cwLastUpdated = data.cwLastUpdated;
this.createdAt = data.createdAt;
this.updatedAt = data.updatedAt;
}
/**
* Refresh from ConnectWise
*
* Fetches the latest opportunity data from CW and updates
* the local database record and controller state.
*/
public async refreshFromCW(): Promise<OpportunityController> {
const cwData = await fetchOpportunity(this.cwOpportunityId);
const mapped = OpportunityController.mapCwToDb(cwData);
const updated = await prisma.opportunity.update({
where: { id: this.id },
data: mapped,
});
return new OpportunityController(updated);
}
/**
* Fetch raw CW data
*
* Returns the raw ConnectWise opportunity object without updating the DB.
*/
public async fetchCwData(): Promise<CWOpportunity> {
return fetchOpportunity(this.cwOpportunityId);
}
/**
* Map CW Opportunity → Prisma create/update payload
*
* Static helper used by both the controller and the refresh sync.
*/
public static mapCwToDb(item: CWOpportunity) {
return {
name: item.name,
notes: item.notes ?? null,
typeName: item.type?.name ?? null,
typeCwId: item.type?.id ?? null,
stageName: item.stage?.name ?? null,
stageCwId: item.stage?.id ?? null,
statusName: item.status?.name ?? null,
statusCwId: item.status?.id ?? null,
priorityName: item.priority?.name ?? null,
priorityCwId: item.priority?.id ?? null,
ratingName: item.rating?.name ?? null,
ratingCwId: item.rating?.id ?? null,
source: item.source ?? null,
campaignName: item.campaign?.name ?? null,
campaignCwId: item.campaign?.id ?? null,
primarySalesRepName: item.primarySalesRep?.name ?? null,
primarySalesRepIdentifier: item.primarySalesRep?.identifier ?? null,
primarySalesRepCwId: item.primarySalesRep?.id ?? null,
secondarySalesRepName: item.secondarySalesRep?.name ?? null,
secondarySalesRepIdentifier: item.secondarySalesRep?.identifier ?? null,
secondarySalesRepCwId: item.secondarySalesRep?.id ?? null,
companyCwId: item.company?.id ?? null,
companyName: item.company?.name ?? null,
contactCwId: item.contact?.id ?? null,
contactName: item.contact?.name ?? null,
siteCwId: item.site?.id ?? null,
siteName: item.site?.name ?? null,
customerPO: item.customerPO ?? null,
totalSalesTax: item.totalSalesTax ?? 0,
locationName: item.location?.name ?? null,
locationCwId: item.location?.id ?? null,
departmentName: item.department?.name ?? null,
departmentCwId: item.department?.id ?? null,
expectedCloseDate: item.expectedCloseDate
? new Date(item.expectedCloseDate)
: null,
pipelineChangeDate: item.pipelineChangeDate
? new Date(item.pipelineChangeDate)
: null,
dateBecameLead: item.dateBecameLead
? new Date(item.dateBecameLead)
: null,
closedDate: item.closedDate ? new Date(item.closedDate) : null,
closedFlag: item.closedFlag ?? false,
closedByName: item.closedBy?.name ?? null,
closedByCwId: item.closedBy?.id ?? null,
cwLastUpdated: item._info?.lastUpdated
? new Date(item._info.lastUpdated)
: new Date(),
};
}
/**
* To JSON
*
* Serializes the opportunity into a safe, API-friendly object.
*/
public toJson(): Record<string, any> {
return {
id: this.id,
cwOpportunityId: this.cwOpportunityId,
name: this.name,
notes: this.notes,
type: this.typeCwId ? { id: this.typeCwId, name: this.typeName } : null,
stage: this.stageCwId
? { id: this.stageCwId, name: this.stageName }
: null,
status: this.statusCwId
? { id: this.statusCwId, name: this.statusName }
: null,
priority: this.priorityCwId
? { id: this.priorityCwId, name: this.priorityName }
: null,
rating: this.ratingCwId
? { id: this.ratingCwId, name: this.ratingName }
: null,
source: this.source,
campaign: this.campaignCwId
? { id: this.campaignCwId, name: this.campaignName }
: null,
primarySalesRep: this.primarySalesRepCwId
? {
id: this.primarySalesRepCwId,
identifier: this.primarySalesRepIdentifier,
name: this.primarySalesRepName,
}
: null,
secondarySalesRep: this.secondarySalesRepCwId
? {
id: this.secondarySalesRepCwId,
identifier: this.secondarySalesRepIdentifier,
name: this.secondarySalesRepName,
}
: null,
company: this.companyCwId
? { id: this.companyCwId, name: this.companyName }
: null,
contact: this.contactCwId
? { id: this.contactCwId, name: this.contactName }
: null,
site: this.siteCwId ? { id: this.siteCwId, name: this.siteName } : null,
customerPO: this.customerPO,
totalSalesTax: this.totalSalesTax,
location: this.locationCwId
? { id: this.locationCwId, name: this.locationName }
: null,
department: this.departmentCwId
? { id: this.departmentCwId, name: this.departmentName }
: null,
expectedCloseDate: this.expectedCloseDate,
pipelineChangeDate: this.pipelineChangeDate,
dateBecameLead: this.dateBecameLead,
closedDate: this.closedDate,
closedFlag: this.closedFlag,
closedBy: this.closedByCwId
? { id: this.closedByCwId, name: this.closedByName }
: null,
companyId: this.companyId,
cwLastUpdated: this.cwLastUpdated,
createdAt: this.createdAt,
updatedAt: this.updatedAt,
};
}
}
+50 -1
View File
@@ -178,6 +178,46 @@ export default class UserController {
return decoded.permissions;
}
/**
* Read Role Permissions
*
* Verifies and decodes a role permissions JWT and returns the permission nodes.
* Returns an empty array if verification fails.
*
* @param role - Role record containing the signed permissions token
* @returns {string[]} The role permission nodes
*/
private _readRolePermissions(role: Role): string[] {
try {
const decoded = jwt.verify(role.permissions, permissionsPrivateKey, {
algorithms: ["RS256"],
issuer: "roles",
subject: role.id,
}) as DecodedPermissionsBlock;
return decoded.permissions;
} catch {
return [];
}
}
/**
* Read All Permissions
*
* Aggregates the user's direct permissions and all permissions from their assigned roles
* into a single deduplicated array.
*
* @returns {Promise<string[]>} Combined array of all permission nodes
*/
public async readAllPermissions(): Promise<string[]> {
const directPermissions = this.readPermissions();
const rolePermissions = this._roles
.map((role) => this._readRolePermissions(role))
.flatMap((permissions) => permissions);
return [...new Set([...directPermissions, ...rolePermissions])];
}
/**
* Fetch Roles
*
@@ -262,7 +302,16 @@ export default class UserController {
: this._roles.size > 0
? this._roles.map((v) => v.moniker)
: undefined,
permissions: opts?.safeReturn ? undefined : this.readPermissions(),
permissions: opts?.safeReturn
? undefined
: (() => {
const directPermissions = this.readPermissions();
const rolePermissions = this._roles
.map((role) => this._readRolePermissions(role))
.flatMap((permissions) => permissions);
return [...new Set([...directPermissions, ...rolePermissions])];
})(),
login: opts?.safeReturn ? undefined : this.login,
email: opts?.safeReturn ? undefined : this.email,
image: this.image,
+7
View File
@@ -12,6 +12,7 @@ import { unifiSites } from "./managers/unifiSites";
import { refreshCompanies } from "./modules/cw-utils/refreshCompanies";
import { refreshCatalog } from "./modules/cw-utils/procurement/refreshCatalog";
import { refreshInventory } from "./modules/cw-utils/procurement/refreshInventory";
import { refreshOpportunities } from "./modules/cw-utils/opportunities/refreshOpportunities";
import { events, setupEventDebugger } from "./modules/globalEvents";
import { signPermissions } from "./modules/permission-utils/signPermissions";
import { RoleController } from "./controllers/RoleController";
@@ -65,6 +66,12 @@ setInterval(
2 * 60 * 1000,
);
// Refresh opportunities every minute
await refreshOpportunities();
setInterval(() => {
return refreshOpportunities();
}, 60 * 1000);
await unifiSites.syncSites();
setInterval(() => {
return unifiSites.syncSites();
+7 -4
View File
@@ -15,16 +15,19 @@ export const companies = {
const freshCwData: { data: Company } = await connectWiseApi.get(
`/company/companies/${search.cw_CompanyId}`,
);
const defaultContactData = await connectWiseApi.get(
(freshCwData.data as Company).defaultContact._info.contact_href,
);
const contactHref = freshCwData.data.defaultContact?._info?.contact_href;
const defaultContactData = contactHref
? await connectWiseApi.get(contactHref)
: undefined;
const allContactsData = await connectWiseApi.get(
`${freshCwData.data._info.contacts_href}&pageSize=1000`,
);
return new CompanyController(search, {
company: freshCwData.data,
defaultContact: defaultContactData.data,
defaultContact: defaultContactData?.data ?? null,
allContacts: allContactsData.data,
});
},
+138
View File
@@ -0,0 +1,138 @@
import { prisma } from "../constants";
import { OpportunityController } from "../controllers/OpportunityController";
import GenericError from "../Errors/GenericError";
export const opportunities = {
/**
* Fetch Opportunity
*
* Fetch an opportunity by its internal ID or ConnectWise opportunity ID
* and return an OpportunityController instance.
*
* @param identifier - The internal ID (string) or CW opportunity ID (number)
* @returns {Promise<OpportunityController>}
*/
async fetchItem(identifier: string | number): Promise<OpportunityController> {
const isNumeric =
typeof identifier === "number" || /^\d+$/.test(String(identifier));
const item = await prisma.opportunity.findFirst({
where: isNumeric
? { cwOpportunityId: Number(identifier) }
: { id: identifier as string },
});
if (!item) {
throw new GenericError({
message: "Opportunity not found",
name: "OpportunityNotFound",
cause: `No opportunity exists with identifier '${identifier}'`,
status: 404,
});
}
return new OpportunityController(item);
},
/**
* Fetch All Opportunities (Paginated)
*
* @param page - Page number (1-based)
* @param rpp - Records per page
* @param opts - Optional filters
* @returns {Promise<OpportunityController[]>}
*/
async fetchPages(
page: number,
rpp: number,
opts?: { includeClosed?: boolean },
): Promise<OpportunityController[]> {
const skip = (Math.max(page, 1) - 1) * rpp;
const items = await prisma.opportunity.findMany({
where: opts?.includeClosed ? undefined : { closedFlag: false },
skip,
take: rpp,
orderBy: { expectedCloseDate: "asc" },
});
return items.map((item) => new OpportunityController(item));
},
/**
* Search Opportunities
*
* Search opportunities by name, company name, contact name, notes,
* sales rep, or status with pagination support.
*
* @param query - Search query string
* @param page - Page number (1-based)
* @param rpp - Records per page
* @param opts - Optional filters
* @returns {Promise<OpportunityController[]>}
*/
async search(
query: string,
page: number,
rpp: number,
opts?: { includeClosed?: boolean },
): Promise<OpportunityController[]> {
const skip = (Math.max(page, 1) - 1) * rpp;
const items = await prisma.opportunity.findMany({
where: {
...(opts?.includeClosed ? {} : { closedFlag: false }),
OR: [
{ name: { contains: query, mode: "insensitive" } },
{ companyName: { contains: query, mode: "insensitive" } },
{ contactName: { contains: query, mode: "insensitive" } },
{ notes: { contains: query, mode: "insensitive" } },
{ primarySalesRepName: { contains: query, mode: "insensitive" } },
{ statusName: { contains: query, mode: "insensitive" } },
{ stageName: { contains: query, mode: "insensitive" } },
],
},
skip,
take: rpp,
orderBy: { expectedCloseDate: "asc" },
});
return items.map((item) => new OpportunityController(item));
},
/**
* Count Opportunities
*
* @param opts - Optional filters
* @returns {Promise<number>}
*/
async count(opts?: { openOnly?: boolean }): Promise<number> {
return prisma.opportunity.count({
where: opts?.openOnly ? { closedFlag: false } : undefined,
});
},
/**
* Fetch Opportunities by Company
*
* Fetch all opportunities for a company by its internal company ID.
*
* @param companyId - The internal company ID
* @param opts - Optional filters
* @returns {Promise<OpportunityController[]>}
*/
async fetchByCompany(
companyId: string,
opts?: { includeClosed?: boolean },
): Promise<OpportunityController[]> {
const items = await prisma.opportunity.findMany({
where: {
companyId,
...(opts?.includeClosed ? {} : { closedFlag: false }),
},
orderBy: { expectedCloseDate: "asc" },
});
return items.map((item) => new OpportunityController(item));
},
};
+171
View File
@@ -0,0 +1,171 @@
import { prisma } from "../constants";
import { CatalogItemController } from "../controllers/CatalogItemController";
import GenericError from "../Errors/GenericError";
/**
* Standard include clause used by catalog item queries.
* Includes one level of linked items.
*/
const catalogItemInclude = {
linkedItems: true,
} as const;
export const procurement = {
/**
* Fetch Catalog Item
*
* Fetch a catalog item by its internal ID or ConnectWise catalog ID
* and return a CatalogItemController instance.
*
* @param identifier - The internal ID (string) or CW catalog ID (number)
* @returns {Promise<CatalogItemController>} - The catalog item controller
*/
async fetchItem(identifier: string | number): Promise<CatalogItemController> {
const isNumeric =
typeof identifier === "number" || /^\d+$/.test(String(identifier));
const item = await prisma.catalogItem.findFirst({
where: isNumeric
? { cwCatalogId: Number(identifier) }
: {
OR: [
{ id: identifier as string },
{ identifier: identifier as string },
],
},
include: catalogItemInclude,
});
if (!item) {
throw new GenericError({
message: "Catalog item not found",
name: "CatalogItemNotFound",
cause: `No catalog item exists with identifier '${identifier}'`,
status: 404,
});
}
return new CatalogItemController(item);
},
/**
* Fetch All Catalog Items (Paginated)
*
* Fetch pages of catalog items for pagination.
*
* @param page - Page number (1-based)
* @param rpp - Records per page
* @returns {Promise<CatalogItemController[]>} - Array of catalog item controllers
*/
async fetchPages(
page: number,
rpp: number,
opts?: { includeInactive?: boolean },
): Promise<CatalogItemController[]> {
const skip = (Math.max(page, 1) - 1) * rpp;
const take = rpp;
const items = await prisma.catalogItem.findMany({
where: opts?.includeInactive ? undefined : { inactive: false },
skip,
take,
include: catalogItemInclude,
orderBy: { name: "asc" },
});
return items.map((item) => new CatalogItemController(item));
},
/**
* Search Catalog Items
*
* Search catalog items by name, description, part number, or vendor SKU
* with pagination support.
*
* @param query - Search query string
* @param page - Page number (1-based)
* @param rpp - Records per page
* @returns {Promise<CatalogItemController[]>} - Array of matching catalog item controllers
*/
async search(
query: string,
page: number,
rpp: number,
opts?: { includeInactive?: boolean },
): Promise<CatalogItemController[]> {
const skip = (Math.max(page, 1) - 1) * rpp;
const take = rpp;
const items = await prisma.catalogItem.findMany({
where: {
...(opts?.includeInactive ? {} : { inactive: false }),
OR: [
{ identifier: { contains: query, mode: "insensitive" } },
{ name: { contains: query, mode: "insensitive" } },
{ description: { contains: query, mode: "insensitive" } },
{ partNumber: { contains: query, mode: "insensitive" } },
{ vendorSku: { contains: query, mode: "insensitive" } },
{ manufacturer: { contains: query, mode: "insensitive" } },
],
},
skip,
take,
include: catalogItemInclude,
orderBy: { name: "asc" },
});
return items.map((item) => new CatalogItemController(item));
},
/**
* Count Catalog Items
*
* Returns the total number of catalog items in the database.
*
* @param opts - Optional filters
* @returns {Promise<number>} - Total count
*/
async count(opts?: { activeOnly?: boolean }): Promise<number> {
return prisma.catalogItem.count({
where: opts?.activeOnly ? { inactive: false } : undefined,
});
},
/**
* Link Catalog Items
*
* Links a target catalog item to a source catalog item.
*
* @param sourceIdentifier - The source item's internal ID, identifier, or CW catalog ID
* @param targetIdentifier - The target item's internal ID, identifier, or CW catalog ID
* @returns {Promise<CatalogItemController>} - The updated source controller with linked items
*/
async linkItems(
sourceIdentifier: string | number,
targetIdentifier: string | number,
): Promise<CatalogItemController> {
const source = await procurement.fetchItem(sourceIdentifier);
const target = await procurement.fetchItem(targetIdentifier);
return source.linkItem(target.id);
},
/**
* Unlink Catalog Items
*
* Removes the link between a source catalog item and a target catalog item.
*
* @param sourceIdentifier - The source item's internal ID, identifier, or CW catalog ID
* @param targetIdentifier - The target item's internal ID, identifier, or CW catalog ID
* @returns {Promise<CatalogItemController>} - The updated source controller
*/
async unlinkItems(
sourceIdentifier: string | number,
targetIdentifier: string | number,
): Promise<CatalogItemController> {
const source = await procurement.fetchItem(sourceIdentifier);
const target = await procurement.fetchItem(targetIdentifier);
return source.unlinkItem(target.id);
},
};
@@ -0,0 +1,28 @@
import { Collection } from "@discordjs/collection";
import GenericError from "../../../Errors/GenericError";
import { opportunityCw } from "./opportunities";
import { CWOpportunity } from "./opportunity.types";
/**
* Fetch all opportunities from ConnectWise with optional conditions.
*
* @param conditions - Optional CW conditions string for filtering
* @returns A Collection of CW opportunities keyed by their ID
* @throws GenericError if the fetch fails
*/
export const fetchAllOpportunities = async (
conditions?: string,
): Promise<Collection<number, CWOpportunity>> => {
try {
return await opportunityCw.fetchAll(conditions);
} catch (error) {
const errBody = (error as any).response?.data || error;
console.error("Error fetching all opportunities:", errBody);
throw new GenericError({
name: "FetchAllOpportunitiesError",
message: "Failed to fetch opportunities from ConnectWise",
cause: typeof errBody === "string" ? errBody : JSON.stringify(errBody),
status: 502,
});
}
};
@@ -0,0 +1,31 @@
import { Collection } from "@discordjs/collection";
import GenericError from "../../../Errors/GenericError";
import { opportunityCw } from "./opportunities";
import { CWOpportunity } from "./opportunity.types";
/**
* Fetch all opportunities for a specific company from ConnectWise.
*
* @param cwCompanyId - The ConnectWise company ID
* @returns A Collection of CW opportunities for the company keyed by their ID
* @throws GenericError if the fetch fails
*/
export const fetchCompanyOpportunities = async (
cwCompanyId: number,
): Promise<Collection<number, CWOpportunity>> => {
try {
return await opportunityCw.fetchByCompany(cwCompanyId);
} catch (error) {
const errBody = (error as any).response?.data || error;
console.error(
`Error fetching opportunities for company ${cwCompanyId}:`,
errBody,
);
throw new GenericError({
name: "FetchCompanyOpportunitiesError",
message: `Failed to fetch opportunities for company ${cwCompanyId}`,
cause: typeof errBody === "string" ? errBody : JSON.stringify(errBody),
status: 502,
});
}
};
@@ -0,0 +1,30 @@
import GenericError from "../../../Errors/GenericError";
import { opportunityCw } from "./opportunities";
import { CWOpportunity } from "./opportunity.types";
/**
* Fetch a single opportunity by its ConnectWise ID.
*
* @param cwOpportunityId - The ConnectWise opportunity ID
* @returns The full CW opportunity object
* @throws GenericError if the fetch fails
*/
export const fetchOpportunity = async (
cwOpportunityId: number,
): Promise<CWOpportunity> => {
try {
return await opportunityCw.fetch(cwOpportunityId);
} catch (error) {
const errBody = (error as any).response?.data || error;
console.error(
`Error fetching opportunity with ID ${cwOpportunityId}:`,
errBody,
);
throw new GenericError({
name: "FetchOpportunityError",
message: `Failed to fetch opportunity ${cwOpportunityId}`,
cause: typeof errBody === "string" ? errBody : JSON.stringify(errBody),
status: 502,
});
}
};
@@ -0,0 +1,145 @@
import { Collection } from "@discordjs/collection";
import { connectWiseApi } from "../../../constants";
import {
CWOpportunity,
CWOpportunitySummary,
CWForecastItem,
CWOpportunityNote,
CWOpportunityContact,
} from "./opportunity.types";
export const opportunityCw = {
/**
* Count Opportunities
*
* Returns the total number of opportunities in ConnectWise.
* Optionally accepts CW conditions string for filtered counts.
*/
countItems: async (conditions?: string): Promise<number> => {
const query = conditions
? `/sales/opportunities/count?conditions=${encodeURIComponent(conditions)}`
: "/sales/opportunities/count";
const response = await connectWiseApi.get(query);
return response.data.count;
},
/**
* Fetch All Opportunity Summaries
*
* Lightweight fetch returning only id and _info (for lastUpdated comparison).
* Paginates through all opportunities.
*/
fetchAllSummaries: async (): Promise<
Collection<number, CWOpportunitySummary>
> => {
const allItems = new Collection<number, CWOpportunitySummary>();
const pageSize = 1000;
const count = await opportunityCw.countItems();
const totalPages = Math.ceil(count / pageSize);
for (let page = 0; page < totalPages; page++) {
const response = await connectWiseApi.get(
`/sales/opportunities?page=${page + 1}&pageSize=${pageSize}&fields=id,_info`,
);
const items: CWOpportunitySummary[] = response.data;
for (const item of items) {
allItems.set(item.id, item);
}
}
return allItems;
},
/**
* Fetch All Opportunities (Full)
*
* Fetches all opportunities with complete data. Paginates through
* the full list.
*/
fetchAll: async (
conditions?: string,
): Promise<Collection<number, CWOpportunity>> => {
const allItems = new Collection<number, CWOpportunity>();
const pageSize = 1000;
const count = await opportunityCw.countItems(conditions);
const totalPages = Math.ceil(count / pageSize);
for (let page = 0; page < totalPages; page++) {
const conditionsParam = conditions
? `&conditions=${encodeURIComponent(conditions)}`
: "";
const response = await connectWiseApi.get(
`/sales/opportunities?page=${page + 1}&pageSize=${pageSize}${conditionsParam}`,
);
const items: CWOpportunity[] = response.data;
for (const item of items) {
allItems.set(item.id, item);
}
}
return allItems;
},
/**
* Fetch Single Opportunity
*
* Fetches a single opportunity by its ConnectWise ID.
*/
fetch: async (id: number): Promise<CWOpportunity> => {
const response = await connectWiseApi.get(`/sales/opportunities/${id}`);
return response.data;
},
/**
* Fetch Opportunities by Company
*
* Fetches all opportunities associated with a specific ConnectWise company ID.
*/
fetchByCompany: async (
cwCompanyId: number,
): Promise<Collection<number, CWOpportunity>> => {
return opportunityCw.fetchAll(`company/id=${cwCompanyId}`);
},
/**
* Fetch Opportunity Forecasts
*
* Fetches forecast/revenue items for a given opportunity.
*/
fetchForecasts: async (opportunityId: number): Promise<CWForecastItem[]> => {
const response = await connectWiseApi.get(
`/sales/opportunities/${opportunityId}/forecast`,
);
return response.data;
},
/**
* Fetch Opportunity Notes
*
* Fetches notes associated with a given opportunity.
*/
fetchNotes: async (opportunityId: number): Promise<CWOpportunityNote[]> => {
const response = await connectWiseApi.get(
`/sales/opportunities/${opportunityId}/notes`,
);
return response.data;
},
/**
* Fetch Opportunity Contacts
*
* Fetches contacts associated with a given opportunity.
*/
fetchContacts: async (
opportunityId: number,
): Promise<CWOpportunityContact[]> => {
const response = await connectWiseApi.get(
`/sales/opportunities/${opportunityId}/contacts`,
);
return response.data;
},
};
@@ -0,0 +1,144 @@
interface CWReference {
id: number;
name: string;
_info?: Record<string, string>;
}
interface CWMemberReference {
id: number;
identifier: string;
name: string;
_info?: Record<string, string>;
}
interface CWCompanyReference {
id: number;
identifier: string;
name: string;
_info?: Record<string, string>;
}
interface CWContactReference {
id: number;
name: string;
_info?: Record<string, string>;
}
interface CWSiteReference {
id: number;
name: string;
_info?: Record<string, string>;
}
interface CWCustomField {
id: number;
caption: string;
type: string;
entryMethod: string;
numberOfDecimals: number;
value: unknown;
connectWiseId: string;
rowNum: number;
userDefinedFieldRecId: number;
podId: string;
}
export interface CWOpportunity {
id: number;
name: string;
expectedCloseDate: string;
type: CWReference;
stage: CWReference;
status: CWReference;
priority: CWReference;
notes: string;
source: string;
rating: CWReference;
campaign: CWReference;
primarySalesRep: CWMemberReference;
secondarySalesRep: CWMemberReference;
locationId: number;
businessUnitId: number;
company: CWCompanyReference;
contact: CWContactReference;
site: CWSiteReference;
customerPO: string;
pipelineChangeDate: string;
dateBecameLead: string;
closedDate: string;
closedBy: CWMemberReference;
totalSalesTax: number;
shipToCompany: CWCompanyReference;
shipToContact: CWContactReference;
shipToSite: CWSiteReference;
billToCompany: CWCompanyReference;
billToContact: CWContactReference;
billToSite: CWSiteReference;
billingTerms: CWReference;
taxCode: CWReference;
currency: CWReference;
companyLocationId: number;
location: CWReference;
department: CWReference;
closedFlag: boolean;
mobileGuid: string;
customFields: CWCustomField[];
_info: CWOpportunityInfo;
}
export interface CWOpportunityInfo {
lastUpdated: string;
updatedBy: string;
dateEntered: string;
enteredBy: string;
forecasts_href: string;
notes_href: string;
products_href: string;
contacts_href: string;
configurations_href: string;
team_href: string;
documents_href: string;
activities_href: string;
}
export interface CWForecastItem {
id: number;
opportunity: CWReference;
forecastType: string;
forecastMonth: string;
revenue: number;
cost: number;
forecastPercentage: number;
status: CWReference;
includedFlag: boolean;
linkedFlag: boolean;
recurringFlag: boolean;
_info?: Record<string, string>;
}
export interface CWOpportunityNote {
id: number;
opportunity: CWReference;
text: string;
type: CWReference;
flagged: boolean;
enteredBy: string;
mobileGuid: string;
_info?: Record<string, string>;
}
export interface CWOpportunityContact {
id: number;
opportunity: CWReference;
contact: CWContactReference;
company: CWCompanyReference;
role: CWReference;
notes: string;
referralFlag: boolean;
_info?: Record<string, string>;
}
export interface CWOpportunitySummary {
id: number;
_info?: Record<string, string>;
}
@@ -0,0 +1,88 @@
import { CWOpportunity } from "./opportunity.types";
export type ProcessedOpportunity = ReturnType<
typeof processOpportunityResponse
>;
/**
* Processes raw CW opportunity data into a cleaner, normalized shape
* suitable for API responses and internal consumption.
*/
export const processOpportunityResponse = (opportunity: CWOpportunity) => ({
id: opportunity.id,
name: opportunity.name,
expectedCloseDate: opportunity.expectedCloseDate,
closedDate: opportunity.closedDate,
closedFlag: opportunity.closedFlag,
type: opportunity.type
? { id: opportunity.type.id, name: opportunity.type.name }
: null,
stage: opportunity.stage
? { id: opportunity.stage.id, name: opportunity.stage.name }
: null,
status: opportunity.status
? { id: opportunity.status.id, name: opportunity.status.name }
: null,
priority: opportunity.priority
? { id: opportunity.priority.id, name: opportunity.priority.name }
: null,
rating: opportunity.rating
? { id: opportunity.rating.id, name: opportunity.rating.name }
: null,
source: opportunity.source,
notes: opportunity.notes,
customerPO: opportunity.customerPO,
company: opportunity.company
? {
id: opportunity.company.id,
identifier: opportunity.company.identifier,
name: opportunity.company.name,
}
: null,
contact: opportunity.contact
? { id: opportunity.contact.id, name: opportunity.contact.name }
: null,
site: opportunity.site
? { id: opportunity.site.id, name: opportunity.site.name }
: null,
primarySalesRep: opportunity.primarySalesRep
? {
id: opportunity.primarySalesRep.id,
identifier: opportunity.primarySalesRep.identifier,
name: opportunity.primarySalesRep.name,
}
: null,
secondarySalesRep: opportunity.secondarySalesRep
? {
id: opportunity.secondarySalesRep.id,
identifier: opportunity.secondarySalesRep.identifier,
name: opportunity.secondarySalesRep.name,
}
: null,
closedBy: opportunity.closedBy
? {
id: opportunity.closedBy.id,
identifier: opportunity.closedBy.identifier,
name: opportunity.closedBy.name,
}
: null,
campaign: opportunity.campaign
? { id: opportunity.campaign.id, name: opportunity.campaign.name }
: null,
totalSalesTax: opportunity.totalSalesTax,
location: opportunity.location
? { id: opportunity.location.id, name: opportunity.location.name }
: null,
department: opportunity.department
? { id: opportunity.department.id, name: opportunity.department.name }
: null,
pipelineChangeDate: opportunity.pipelineChangeDate,
dateBecameLead: opportunity.dateBecameLead,
info: opportunity._info,
});
/**
* Processes an array of raw CW opportunities.
*/
export const processOpportunitiesResponse = (opportunities: CWOpportunity[]) =>
opportunities.map(processOpportunityResponse);
@@ -0,0 +1,110 @@
import { prisma } from "../../../constants";
import { events } from "../../globalEvents";
import { opportunityCw } from "./opportunities";
import { OpportunityController } from "../../../controllers/OpportunityController";
/**
* Refresh Opportunities
*
* Syncs local opportunity records with ConnectWise using the same
* stale-check pattern as refreshCatalog:
* 1. Fetch lightweight summaries (id + _info.lastUpdated)
* 2. Compare against local cwLastUpdated timestamps
* 3. Full-fetch only stale/new records
* 4. Upsert stale items, optionally linking to internal Company
*/
export const refreshOpportunities = async () => {
events.emit("cw:opportunities:refresh:check");
// 1. Fetch lightweight summaries from CW
const cwSummaries = await opportunityCw.fetchAllSummaries();
// 2. Fetch all DB items with their cwOpportunityId and cwLastUpdated
const dbItems = await prisma.opportunity.findMany({
select: { cwOpportunityId: true, cwLastUpdated: true },
});
const dbMap = new Map(
dbItems.map((item) => [item.cwOpportunityId, item.cwLastUpdated]),
);
// 3. Determine stale / new IDs
const staleIds: number[] = [];
for (const [cwId, summary] of cwSummaries) {
const cwLastUpdated = summary._info?.lastUpdated
? new Date(summary._info.lastUpdated)
: null;
const dbLastUpdated = dbMap.get(cwId) ?? null;
if (!dbLastUpdated || (cwLastUpdated && cwLastUpdated > dbLastUpdated)) {
staleIds.push(cwId);
}
}
if (staleIds.length === 0) {
events.emit("cw:opportunities:refresh:skipped", {
totalCw: cwSummaries.size,
totalDb: dbItems.length,
staleCount: 0,
});
return;
}
events.emit("cw:opportunities:refresh:started", {
totalCw: cwSummaries.size,
totalDb: dbItems.length,
staleCount: staleIds.length,
});
// 4. Full-fetch all opportunities, filter to stale set
const staleIdSet = new Set(staleIds);
const allCwItems = await opportunityCw.fetchAll();
const staleItems = new Map<number, any>();
for (const [id, item] of allCwItems) {
if (staleIdSet.has(id)) {
staleItems.set(id, item);
}
}
// 5. Build a company CW ID → internal ID lookup for linking
const companies = await prisma.company.findMany({
select: { id: true, cw_CompanyId: true },
});
const companyMap = new Map(companies.map((c) => [c.cw_CompanyId, c.id]));
// 6. Upsert stale/new items
const updatedCount = (
await Promise.all(
staleIds.map(async (cwId) => {
const item = staleItems.get(cwId);
if (!item) return null;
const mapped = OpportunityController.mapCwToDb(item);
const companyId = item.company?.id
? (companyMap.get(item.company.id) ?? null)
: null;
return prisma.opportunity.upsert({
where: { cwOpportunityId: cwId },
create: {
cwOpportunityId: cwId,
...mapped,
companyId,
},
update: {
...mapped,
companyId,
},
});
}),
)
).filter(Boolean).length;
events.emit("cw:opportunities:refresh:completed", {
totalCw: cwSummaries.size,
totalDb: dbItems.length,
staleCount: staleIds.length,
itemsUpdated: updatedCount,
});
};
@@ -91,6 +91,7 @@ export const refreshCatalog = async () => {
where: { cwCatalogId: cwId },
create: {
cwCatalogId: cwId,
identifier: item.identifier,
name: item.description,
description: item.description,
customerDescription: item.customerDescription,
@@ -110,6 +111,7 @@ export const refreshCatalog = async () => {
},
update: {
name: item.description,
identifier: item.identifier,
description: item.description,
customerDescription: item.customerDescription,
internalNotes: item.notes,
+19
View File
@@ -158,6 +158,25 @@ interface EventTypes {
totalItems: number;
updatedCount: number;
}) => void;
// ConnectWise Opportunities Events
"cw:opportunities:refresh:check": () => void;
"cw:opportunities:refresh:started": (data: {
totalCw: number;
totalDb: number;
staleCount: number;
}) => void;
"cw:opportunities:refresh:completed": (data: {
totalCw: number;
totalDb: number;
staleCount: number;
itemsUpdated: number;
}) => void;
"cw:opportunities:refresh:skipped": (data: {
totalCw: number;
totalDb: number;
staleCount: number;
}) => void;
}
export const events = new Eventra<EventTypes>();
+66
View File
@@ -341,6 +341,72 @@ export const PERMISSION_NODES = {
],
},
procurement: {
name: "Procurement Permissions",
description:
"Permissions for accessing and managing procurement catalog items",
permissions: [
{
node: "procurement.catalog.fetch",
description: "Fetch a single catalog item",
usedIn: ["src/api/procurement/[id]/fetch.ts"],
},
{
node: "procurement.catalog.fetch.many",
description: "Fetch multiple catalog items or count",
usedIn: [
"src/api/procurement/fetchAll.ts",
"src/api/procurement/count.ts",
],
},
{
node: "procurement.catalog.inventory.refresh",
description:
"Refresh on-hand inventory for a catalog item from ConnectWise",
usedIn: ["src/api/procurement/[id]/refreshInventory.ts"],
dependencies: ["procurement.catalog.fetch"],
},
{
node: "procurement.catalog.link",
description: "Link or unlink catalog items to each other",
usedIn: [
"src/api/procurement/[id]/link.ts",
"src/api/procurement/[id]/unlink.ts",
],
dependencies: ["procurement.catalog.fetch"],
},
],
},
sales: {
name: "Sales Permissions",
description: "Permissions for accessing and managing sales opportunities",
permissions: [
{
node: "sales.opportunity.fetch",
description:
"Fetch a single opportunity and its sub-resources (forecasts, notes, contacts)",
usedIn: [
"src/api/sales/[id]/fetch.ts",
"src/api/sales/[id]/forecasts.ts",
"src/api/sales/[id]/notes.ts",
"src/api/sales/[id]/contacts.ts",
],
},
{
node: "sales.opportunity.fetch.many",
description: "Fetch multiple opportunities or count",
usedIn: ["src/api/sales/fetchAll.ts", "src/api/sales/count.ts"],
},
{
node: "sales.opportunity.refresh",
description: "Refresh a single opportunity from ConnectWise",
usedIn: ["src/api/sales/[id]/refresh.ts"],
dependencies: ["sales.opportunity.fetch"],
},
],
},
unifi: {
name: "UniFi Permissions",
description: