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 +1,67 @@
import { Collection } from "@discordjs/collection";
import { connectWiseApi } from "../../../constants";
export interface CWMember {
id: number;
identifier: string;
firstName: string;
lastName: string;
officeEmail: string;
inactiveFlag: boolean;
_info: Record<string, string>;
}
/**
* Fetch All CW Members
*
* Fetches every member from ConnectWise using pagination and returns them
* in a Collection keyed by their identifier (e.g. "jroberts").
*
* @returns {Promise<Collection<string, CWMember>>} Collection of CW members keyed by identifier
*/
export const fetchAllCwMembers = async (): Promise<
Collection<string, CWMember>
> => {
const members = new Collection<string, CWMember>();
const pageSize = 1000;
const { data: countData } = await connectWiseApi.get("/system/members/count");
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}`,
);
for (const member of data) {
members.set(member.identifier, member);
}
}
return members;
};
/**
* Find CW Member Identifier by Email
*
* Looks up a ConnectWise member whose `officeEmail` matches the provided
* email address (case-insensitive) and returns their `identifier` string
* (e.g. "jroberts"). Returns `null` if no match is found.
*
* @param email - The email address to search for
* @param members - Optional pre-fetched member collection to search against (avoids extra API call)
* @returns {Promise<string | null>} The CW identifier or null
*/
export const findCwIdentifierByEmail = async (
email: string,
members?: Collection<string, CWMember>,
): Promise<string | null> => {
const allMembers = members ?? (await fetchAllCwMembers());
const normalised = email.toLowerCase();
const match = allMembers.find(
(m) => m.officeEmail?.toLowerCase() === normalised,
);
return match?.identifier ?? null;
};