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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@@ -3,8 +3,11 @@ import { connectWiseApi } from "../../../constants";
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import {
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CWOpportunity,
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CWOpportunitySummary,
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CWForecast,
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CWForecastItem,
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CWOpportunityNote,
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CWOpportunityNoteCreate,
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CWOpportunityNoteUpdate,
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CWOpportunityContact,
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} from "./opportunity.types";
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@@ -106,14 +109,35 @@ export const opportunityCw = {
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},
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/**
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* Fetch Opportunity Forecasts
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* Fetch Opportunity Products
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*
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* Fetches forecast/revenue items for a given opportunity.
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* Fetches the full forecast object (products, revenue summaries, totals)
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* for a given opportunity.
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*/
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fetchForecasts: async (opportunityId: number): Promise<CWForecastItem[]> => {
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fetchProducts: async (opportunityId: number): Promise<CWForecast> => {
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const response = await connectWiseApi.get(
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`/sales/opportunities/${opportunityId}/forecast`,
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);
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console.log(
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`[CW fetchProducts] Opportunity ${opportunityId} forecast raw data:`,
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JSON.stringify(response.data, null, 2),
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);
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return response.data;
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},
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/**
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* Update Forecast Item
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*
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* Updates a single forecast item (product) on an opportunity using PUT.
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*/
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updateProduct: async (
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opportunityId: number,
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forecastItemId: number,
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data: Record<string, unknown>,
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): Promise<CWForecastItem> => {
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const url = `/sales/opportunities/${opportunityId}/forecast/${forecastItemId}`;
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const response = await connectWiseApi.put(url, data);
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return response.data;
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},
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@@ -129,6 +153,69 @@ export const opportunityCw = {
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return response.data;
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},
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/**
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* Fetch Single Note
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*
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* Fetches a single note by its ID on the given opportunity.
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*/
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fetchNote: async (
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opportunityId: number,
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noteId: number,
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): Promise<CWOpportunityNote> => {
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const response = await connectWiseApi.get(
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`/sales/opportunities/${opportunityId}/notes/${noteId}`,
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);
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return response.data;
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},
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/**
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* Create Note
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*
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* Creates a new note on the given opportunity.
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*/
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createNote: async (
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opportunityId: number,
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data: CWOpportunityNoteCreate,
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): Promise<CWOpportunityNote> => {
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const response = await connectWiseApi.post(
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`/sales/opportunities/${opportunityId}/notes`,
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data,
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);
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return response.data;
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},
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/**
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* Update Note
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*
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* Updates an existing note on the given opportunity.
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*/
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updateNote: async (
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opportunityId: number,
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noteId: number,
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data: CWOpportunityNoteUpdate,
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): Promise<CWOpportunityNote> => {
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const response = await connectWiseApi.patch(
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`/sales/opportunities/${opportunityId}/notes/${noteId}`,
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Object.entries(data).map(([key, value]) => ({
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op: "replace",
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path: key,
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value,
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})),
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);
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return response.data;
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},
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/**
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* Delete Note
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*
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* Deletes a note from the given opportunity.
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*/
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deleteNote: async (opportunityId: number, noteId: number): Promise<void> => {
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await connectWiseApi.delete(
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`/sales/opportunities/${opportunityId}/notes/${noteId}`,
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);
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},
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/**
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* Fetch Opportunity Contacts
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*
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@@ -142,4 +229,20 @@ export const opportunityCw = {
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);
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return response.data;
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},
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/**
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* Fetch Procurement Products
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*
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* Fetches procurement product records linked to an opportunity.
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* These contain cancellation data (cancelledFlag, cancelledReason, etc.)
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* that the forecast endpoint does not provide.
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*/
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fetchProcurementProducts: async (
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opportunityId: number,
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): Promise<Record<string, unknown>[]> => {
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const response = await connectWiseApi.get(
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`/procurement/products?conditions=${encodeURIComponent(`opportunity/id=${opportunityId}`)}&fields=id,forecastDetailId,cancelledFlag,quantityCancelled,cancelledReason,cancelledBy,cancelledDate`,
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);
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return response.data;
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},
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};
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