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
@@ -0,0 +1,168 @@
import { Collection } from "@discordjs/collection";
import { connectWiseApi } from "../../../constants";
import {
CWActivity,
CWActivitySummary,
CWCreateActivity,
CWPatchOperation,
} from "./activity.types";
export const activityCw = {
/**
* Count Activities
*
* Returns the total number of activities in ConnectWise.
* Optionally accepts CW conditions string for filtered counts.
*/
countItems: async (conditions?: string): Promise<number> => {
const query = conditions
? `/sales/activities/count?conditions=${encodeURIComponent(conditions)}`
: "/sales/activities/count";
const response = await connectWiseApi.get(query);
return response.data.count;
},
/**
* Fetch All Activity Summaries
*
* Lightweight fetch returning only id and _info (for lastUpdated comparison).
* Paginates through all activities.
*/
fetchAllSummaries: async (): Promise<
Collection<number, CWActivitySummary>
> => {
const allItems = new Collection<number, CWActivitySummary>();
const pageSize = 1000;
const count = await activityCw.countItems();
const totalPages = Math.ceil(count / pageSize);
for (let page = 0; page < totalPages; page++) {
const response = await connectWiseApi.get(
`/sales/activities?page=${page + 1}&pageSize=${pageSize}&fields=id,_info`,
);
const items: CWActivitySummary[] = response.data;
for (const item of items) {
allItems.set(item.id, item);
}
}
return allItems;
},
/**
* Fetch All Activities (Full)
*
* Fetches all activities with complete data. Paginates through
* the full list. Optionally accepts CW conditions string for filtering.
*/
fetchAll: async (
conditions?: string,
): Promise<Collection<number, CWActivity>> => {
const allItems = new Collection<number, CWActivity>();
const pageSize = 1000;
const count = await activityCw.countItems(conditions);
const totalPages = Math.ceil(count / pageSize);
for (let page = 0; page < totalPages; page++) {
const conditionsParam = conditions
? `&conditions=${encodeURIComponent(conditions)}`
: "";
const response = await connectWiseApi.get(
`/sales/activities?page=${page + 1}&pageSize=${pageSize}${conditionsParam}`,
);
const items: CWActivity[] = response.data;
for (const item of items) {
allItems.set(item.id, item);
}
}
return allItems;
},
/**
* Fetch Single Activity
*
* Fetches a single activity by its ConnectWise ID.
*/
fetch: async (id: number): Promise<CWActivity> => {
const response = await connectWiseApi.get(`/sales/activities/${id}`);
return response.data;
},
/**
* Fetch Activities by Company
*
* Fetches all activities associated with a specific ConnectWise company ID.
*/
fetchByCompany: async (
cwCompanyId: number,
): Promise<Collection<number, CWActivity>> => {
return activityCw.fetchAll(`company/id=${cwCompanyId}`);
},
/**
* Fetch Activities by Opportunity
*
* Fetches all activities associated with a specific opportunity ID.
*/
fetchByOpportunity: async (
opportunityId: number,
): Promise<Collection<number, CWActivity>> => {
return activityCw.fetchAll(`opportunity/id=${opportunityId}`);
},
/**
* Create Activity
*
* Creates a new activity in ConnectWise.
*/
create: async (activity: CWCreateActivity): Promise<CWActivity> => {
const response = await connectWiseApi.post("/sales/activities", activity);
return response.data;
},
/**
* Update Activity (PATCH)
*
* Updates an existing activity using JSON Patch operations.
*/
update: async (
id: number,
operations: CWPatchOperation[],
): Promise<CWActivity> => {
const response = await connectWiseApi.patch(
`/sales/activities/${id}`,
operations,
);
return response.data;
},
/**
* Replace Activity (PUT)
*
* Replaces an entire activity record in ConnectWise.
*/
replace: async (
id: number,
activity: CWCreateActivity,
): Promise<CWActivity> => {
const response = await connectWiseApi.put(
`/sales/activities/${id}`,
activity,
);
return response.data;
},
/**
* Delete Activity
*
* Deletes an activity by its ConnectWise ID.
*/
delete: async (id: number): Promise<void> => {
await connectWiseApi.delete(`/sales/activities/${id}`);
},
};