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
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import { Collection } from "@discordjs/collection";
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import { connectWiseApi } from "../../../constants";
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export interface CWMember {
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id: number;
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identifier: string;
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firstName: string;
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lastName: string;
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officeEmail: string;
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inactiveFlag: boolean;
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_info: Record<string, string>;
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}
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/**
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* Fetch All CW Members
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*
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* Fetches every member from ConnectWise using pagination and returns them
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* in a Collection keyed by their identifier (e.g. "jroberts").
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*
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* @returns {Promise<Collection<string, CWMember>>} Collection of CW members keyed by identifier
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*/
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export const fetchAllCwMembers = async (): Promise<
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Collection<string, CWMember>
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> => {
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const members = new Collection<string, CWMember>();
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const pageSize = 1000;
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const { data: countData } = await connectWiseApi.get("/system/members/count");
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const totalPages = Math.ceil(countData.count / pageSize);
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for (let page = 0; page < totalPages; page++) {
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const { data } = await connectWiseApi.get<CWMember[]>(
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`/system/members?page=${page + 1}&pageSize=${pageSize}`,
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);
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for (const member of data) {
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members.set(member.identifier, member);
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}
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}
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return members;
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};
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/**
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* Find CW Member Identifier by Email
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*
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* Looks up a ConnectWise member whose `officeEmail` matches the provided
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* email address (case-insensitive) and returns their `identifier` string
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* (e.g. "jroberts"). Returns `null` if no match is found.
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*
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* @param email - The email address to search for
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* @param members - Optional pre-fetched member collection to search against (avoids extra API call)
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* @returns {Promise<string | null>} The CW identifier or null
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*/
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export const findCwIdentifierByEmail = async (
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email: string,
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members?: Collection<string, CWMember>,
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): Promise<string | null> => {
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const allMembers = members ?? (await fetchAllCwMembers());
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const normalised = email.toLowerCase();
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const match = allMembers.find(
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(m) => m.officeEmail?.toLowerCase() === normalised,
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);
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return match?.identifier ?? null;
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};
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