feat: add CW members, opportunity create/update, and integrator interceptor

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

@@ -17,20 +17,26 @@ export interface CWMember {
  * Fetches every member from ConnectWise using pagination and returns them
  * in a Collection keyed by their identifier (e.g. "jroberts").
  *
+ * @param opts.conditions - Optional CW conditions string to filter members
  * @returns {Promise<Collection<string, CWMember>>} Collection of CW members keyed by identifier
  */
-export const fetchAllCwMembers = async (): Promise<
-  Collection<string, CWMember>
-> => {
+export const fetchAllCwMembers = async (opts?: {
+  conditions?: string;
+}): Promise<Collection<string, CWMember>> => {
   const members = new Collection<string, CWMember>();
   const pageSize = 1000;
+  const conditionsParam = opts?.conditions
+    ? `&conditions=${encodeURIComponent(opts.conditions)}`
+    : "";
 
-  const { data: countData } = await connectWiseApi.get("/system/members/count");
+  const { data: countData } = await connectWiseApi.get(
+    `/system/members/count${conditionsParam ? `?${conditionsParam.slice(1)}` : ""}`,
+  );
   const totalPages = Math.ceil(countData.count / pageSize);
 
   for (let page = 0; page < totalPages; page++) {
     const { data } = await connectWiseApi.get<CWMember[]>(
-      `/system/members?page=${page + 1}&pageSize=${pageSize}`,
+      `/system/members?page=${page + 1}&pageSize=${pageSize}${conditionsParam}`,
     );
 
     for (const member of data) {

src/modules/cw-utils/members/refreshCwMembers.ts

@@ -0,0 +1,106 @@
+import { prisma } from "../../../constants";
+import { events } from "../../globalEvents";
+import { fetchAllCwMembers, type CWMember } from "./fetchAllMembers";
+import { setMemberCache } from "./memberCache";
+import { CwMemberController } from "../../../controllers/CwMemberController";
+
+/**
+ * Is Regular User
+ *
+ * Returns true if the CW member looks like a real person rather than
+ * a service account (e.g. "labtech", "Admin"). A regular user must
+ * have a last name and an email address.
+ */
+const isRegularUser = (member: CWMember): boolean =>
+  !member.inactiveFlag &&
+  Boolean(member.lastName?.trim()) &&
+  Boolean(member.officeEmail?.trim());
+
+/**
+ * Refresh CW Members
+ *
+ * Syncs local CwMember records with ConnectWise using a stale-check
+ * pattern:
+ *   1. Fetch all members from CW
+ *   2. Filter to regular users (active, non-service accounts)
+ *   3. Compare against local cwLastUpdated timestamps
+ *   4. Upsert stale/new records
+ *   5. Also refreshes the in-memory member cache
+ */
+export const refreshCwMembers = async () => {
+  events.emit("cw:members:db:refresh:check");
+
+  // 1. Fetch all members from CW
+  const allCwMembers = await fetchAllCwMembers();
+
+  // Also refresh the in-memory cache with ALL members (used for name resolution)
+  await setMemberCache(allCwMembers);
+
+  // 2. Filter to regular users only (active, has last name + email)
+  const cwMembers = allCwMembers.filter(isRegularUser);
+
+  // 2. Fetch all DB records with their identifier and cwLastUpdated
+  const dbItems = await prisma.cwMember.findMany({
+    select: { cwMemberId: true, cwLastUpdated: true },
+  });
+  const dbMap = new Map(
+    dbItems.map((item) => [item.cwMemberId, item.cwLastUpdated]),
+  );
+
+  // 3. Determine stale / new IDs
+  const staleIds: number[] = [];
+
+  for (const [, member] of cwMembers) {
+    const cwLastUpdated = member._info?.lastUpdated
+      ? new Date(member._info.lastUpdated)
+      : null;
+    const dbLastUpdated = dbMap.get(member.id) ?? null;
+
+    if (!dbLastUpdated || (cwLastUpdated && cwLastUpdated > dbLastUpdated)) {
+      staleIds.push(member.id);
+    }
+  }
+
+  if (staleIds.length === 0) {
+    events.emit("cw:members:db:refresh:skipped", {
+      totalCw: cwMembers.size,
+      totalDb: dbItems.length,
+      staleCount: 0,
+    });
+    return;
+  }
+
+  events.emit("cw:members:db:refresh:started", {
+    totalCw: cwMembers.size,
+    totalDb: dbItems.length,
+    staleCount: staleIds.length,
+  });
+
+  // 4. Upsert stale/new items
+  const staleIdSet = new Set(staleIds);
+  const updatedCount = (
+    await Promise.all(
+      [...cwMembers.values()]
+        .filter((m) => staleIdSet.has(m.id))
+        .map(async (member) => {
+          const mapped = CwMemberController.mapCwToDb(member);
+
+          return prisma.cwMember.upsert({
+            where: { cwMemberId: member.id },
+            create: {
+              cwMemberId: member.id,
+              ...mapped,
+            },
+            update: mapped,
+          });
+        }),
+    )
+  ).filter(Boolean).length;
+
+  events.emit("cw:members:db:refresh:completed", {
+    totalCw: cwMembers.size,
+    totalDb: dbItems.length,
+    staleCount: staleIds.length,
+    itemsUpdated: updatedCount,
+  });
+};

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

@@ -2,6 +2,7 @@ import { Collection } from "@discordjs/collection";
 import { connectWiseApi } from "../../../constants";
 import {
   CWOpportunity,
+  CWOpportunityCreate,
   CWOpportunitySummary,
   CWForecast,
   CWForecastItem,
@@ -12,6 +13,7 @@ import {
   CWOpportunityNoteCreate,
   CWOpportunityNoteUpdate,
   CWOpportunityContact,
+  CWOpportunityUpdate,
 } from "./opportunity.types";
 
 export const opportunityCw = {
@@ -100,6 +102,45 @@ export const opportunityCw = {
     return response.data;
   },
 
+  /**
+   * Create Opportunity
+   *
+   * Creates a new opportunity in ConnectWise via POST.
+   * Strips null/undefined values from the payload — CW rejects
+   * null reference objects on create; omitting them lets CW apply
+   * its own defaults.
+   */
+  create: async (data: CWOpportunityCreate): Promise<CWOpportunity> => {
+    const cleaned = Object.fromEntries(
+      Object.entries(data).filter(([, v]) => v != null),
+    );
+    const response = await connectWiseApi.post("/sales/opportunities", cleaned);
+    return response.data;
+  },
+
+  /**
+   * Update Opportunity
+   *
+   * Applies a JSON Patch update to an opportunity record in ConnectWise.
+   * Each key in `data` produces a replace operation.
+   */
+  update: async (
+    opportunityId: number,
+    data: CWOpportunityUpdate,
+  ): Promise<CWOpportunity> => {
+    const operations = Object.entries(data).map(([key, value]) => ({
+      op: "replace" as const,
+      path: key,
+      value,
+    }));
+
+    const response = await connectWiseApi.patch(
+      `/sales/opportunities/${opportunityId}`,
+      operations,
+    );
+    return response.data;
+  },
+
   /**
    * Fetch Opportunities by Company
    *

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

@@ -263,6 +263,48 @@ export interface CWProcurementProduct {
   _info?: Record<string, string>;
 }
 
+export interface CWOpportunityUpdate {
+  name?: string;
+  notes?: string;
+  rating?: { id: number };
+  type?: { id: number };
+  stage?: { id: number };
+  status?: { id: number };
+  priority?: { id: number };
+  campaign?: { id: number };
+  primarySalesRep?: { id: number };
+  secondarySalesRep?: { id: number } | null;
+  company?: { id: number };
+  contact?: { id: number } | null;
+  site?: { id: number } | null;
+  expectedCloseDate?: string;
+  customerPO?: string | null;
+  source?: string | null;
+  locationId?: number;
+  businessUnitId?: number;
+}
+
+export interface CWOpportunityCreate {
+  name: string;
+  expectedCloseDate: string;
+  primarySalesRep: { id: number };
+  company: { id: number };
+  contact: { id: number };
+  type?: { id: number };
+  stage?: { id: number };
+  status?: { id: number };
+  priority?: { id: number };
+  campaign?: { id: number };
+  secondarySalesRep?: { id: number } | null;
+  site?: { id: number } | null;
+  notes?: string;
+  rating?: { id: number };
+  source?: string | null;
+  customerPO?: string | null;
+  locationId?: number;
+  businessUnitId?: number;
+}
+
 export interface CWOpportunitySummary {
   id: number;
   _info?: Record<string, string>;

src/modules/globalEvents.ts

@@ -205,6 +205,25 @@ interface EventTypes {
     totalUsers: number;
     usersUpdated: number;
   }) => void;
+
+  // ConnectWise Members DB Sync Events
+  "cw:members:db:refresh:check": () => void;
+  "cw:members:db:refresh:started": (data: {
+    totalCw: number;
+    totalDb: number;
+    staleCount: number;
+  }) => void;
+  "cw:members:db:refresh:completed": (data: {
+    totalCw: number;
+    totalDb: number;
+    staleCount: number;
+    itemsUpdated: number;
+  }) => void;
+  "cw:members:db:refresh:skipped": (data: {
+    totalCw: number;
+    totalDb: number;
+    staleCount: number;
+  }) => void;
 }
 
 export const events = new Eventra<EventTypes>();