feat: sales activities, forecast products, catalog categories, member cache, procurement filters, and comprehensive tests

New features:
- ActivityController and manager for CW sales activities (CRUD)
- ForecastProductController for opportunity forecast/product lines
- CW member cache with dual-layer (in-memory + Redis) resolution
- Catalog category/subcategory/ecosystem taxonomy module
- Quote statuses type definitions with CW mapping
- User-defined fields (UDF) module with cache and event refresh
- Company sites CW module with serialization
- Procurement manager filters (category, ecosystem, manufacturer, price, stock)
- Opportunity notes CRUD and product line management via CW API
- Opportunity type definitions endpoint

Updates:
- OpportunityController: CW refresh, company hydration, activities, custom fields
- UserController: cwIdentifier field for CW member linking
- CatalogItemController: category/subcategory fields from CW
- PermissionNodes: sales note/product CRUD nodes, subCategories, collectPermissions
- API routes: procurement categories/filters, sales notes/products, opportunity types
- Global events: UDF and member refresh intervals on startup

Tests (414 passing):
- ActivityController, ForecastProductController, OpportunityController unit tests
- UserController cwIdentifier tests
- catalogCategories, companySites, memberCache, procurement module tests
- activityTypes, opportunityTypes, quoteStatuses type tests
- permissionNodes subCategories and getAllPermissionNodes tests
- Updated test setup with redis mock, API method mocks, and builder helpers
This commit is contained in:
2026-03-01 13:19:00 -06:00
parent 883b648d5e
commit d7b374f8ab
96 changed files with 7752 additions and 205 deletions
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setInternalReview - The quote is ready to be review before it is ready to be sent.
setInternalApproved - The quote has been approved and is ready to be sent out.
setQuoteSent - The Quote has been sent to the customer.
setQuoteConfirmed - The quote has been recieved by the customer.
setRevisionNeeded - The quote needs to be revised and is set to stage revision
setFinalized - This locks any non-admins from modifying the quote saying that is the final iteration of the quote.
convert - This converts the quote to a ticket. It will also update all the necessary fields.
addTime(activityId, user: string)
fetchProducts
updateProduct
addProduct
fetchNotes
addNotes(note: string, user: string)
# Cat/SubCat/Bucket
## Ecosystems vs Categories
## Ecosystem Tree
- Networking
- Manufacturer: Ubiquiti
- Category: Technology
- Subcategory: Network-\*
- Manufacturer: TP-Link
- Category: Technology
- Subcategory: Network-\*
- Video Surveillance
- Manufacturer: Uniview
- Category: Field
- Subcategory: Surveillance-\*
- Manufacturer: Hikvision
- Category: Field
- Subcategory: Surveillance-\*
- Manufacturer: Alarm.com
- Category: Field
- Subcategory: Surveillance-\*
- Burg/Alarm
- Manufacturer: Qolsys
- Category: Field
- Subcategory: AlarmBurg-\*
- DSC
- Category: Field
- Subcategory: AlarmBurg-\*
## Category Tree
- Technology
- GeneralEquip
- Home Entertainment
- Monitor
- Printers
- Storage
- Network
- Network-Other
- Network-Router
- Network-Switch
- Network-Wireless
- Computer
- Computer-Components
- Computer-Desktop
- Computer-Laptop
- Recurring
- Recurring - Online
- Recurring - Other
- Recurring - Protection
- Recurring - Telephone
- Telephone
- Tele-HSet-Digital
- Tele-HSet-IP
- Tele-HSet-SLT
- Tele-Misc
- Tele-Paging
- Tele-SystemCards
- Tele-Systems
- General
- Batteries
- Battery Backups
- BulkWire
- Cables
- Cables-Adapters
- Cables-HDMI
- Cables-Network
- Cables-Other
- Cables-USB
- Cables-VGA
- Elec Cords & Adapters
- Enclosures
- PowerSupply
- RackEquip
- RackEquip-Rack
- RackEquip-Shelves
- Field
- Conduit
- Electric
- GateControl
- Locksets
- Other
- Relays
- AccessControl
- AccessControl-Controllers
- AccessControl-Credential
- AccessControl-LockDevices
- AccessControl-Other
- AccessControl-Readers
- AccessControl-VideoEntry
- AlarmBurg
- AlarmBurg-Communicators
- AlarmBurg-Keypads
- AlarmBurg-Modules
- AlarmBurg-Other
- AlarmBurg-Panels
- AlarmBurg-Sensors
- AlarmBurg-Sensors-Wireless
- AlarmBurg-Sensors-Wired
- AlarmBurg-Siren
- AlarmFire
- AlarmFire-Communicators
- AlarmFire-Devices
- AlarmFire-Modules
- AlarmFire-Other
- AlarmFire-Panels
- AlarmFire-Sensors
- Automation
- Automation-General
- Automation-HVAC
- Automation-Lights
- Automation-Locks
- Automation-Thermostat
- AV
- AV-Adapters&Cables
- AV-Components
- AV-Mounts
- AV-Other
- AV-Speakers
- AV-Television
- StrCbl?
- StrCbl-Jacks
- StrCbl-PatchPanel
- StrCbl-Plates
- Surveillance
- Surveillance-Accs
- Surveillance-CamerasAnalog
- Surveillance-CamerasIP
- Surveillance-NVR