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 { connectWiseApi } from "../../../constants";
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export interface CWCompanySite {
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id: number;
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name: string;
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addressLine1: string;
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addressLine2?: string;
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city: string;
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stateReference: { id: number; identifier: string; name: string } | null;
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zip: string;
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country: { id: number; name: string } | null;
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phoneNumber: string;
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faxNumber: string;
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taxCodeId: number | null;
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expenseReimbursement: number;
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primaryAddressFlag: boolean;
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defaultShippingFlag: boolean;
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defaultBillingFlag: boolean;
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defaultMailingFlag: boolean;
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mobileGuid: string;
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calendar: { id: number; name: string } | null;
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timeZone: { id: number; name: string } | null;
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company: { id: number; identifier: string; name: string };
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_info: Record<string, string>;
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}
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/**
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* Fetch all sites for a ConnectWise company.
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*
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* @param cwCompanyId - The ConnectWise company ID
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* @returns Array of CW company sites
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*/
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export const fetchCompanySites = async (
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cwCompanyId: number,
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): Promise<CWCompanySite[]> => {
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const response = await connectWiseApi.get(
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`/company/companies/${cwCompanyId}/sites?pageSize=1000`,
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);
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return response.data;
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};
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/**
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* Fetch a single site by CW site ID for a given company.
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*
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* @param cwCompanyId - The ConnectWise company ID
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* @param cwSiteId - The ConnectWise site ID
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* @returns The CW company site
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*/
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export const fetchCompanySite = async (
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cwCompanyId: number,
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cwSiteId: number,
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): Promise<CWCompanySite> => {
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const response = await connectWiseApi.get(
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`/company/companies/${cwCompanyId}/sites/${cwSiteId}`,
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);
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return response.data;
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};
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/**
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* Serialize a CW site into a clean API-friendly object.
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*/
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export const serializeCwSite = (site: CWCompanySite) => ({
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id: site.id,
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name: site.name,
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address: {
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line1: site.addressLine1,
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line2: site.addressLine2 ?? null,
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city: site.city,
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state: site.stateReference?.name ?? null,
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zip: site.zip,
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country: site.country?.name ?? "United States",
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},
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phoneNumber: site.phoneNumber || null,
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faxNumber: site.faxNumber || null,
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primaryAddressFlag: site.primaryAddressFlag,
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defaultShippingFlag: site.defaultShippingFlag,
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defaultBillingFlag: site.defaultBillingFlag,
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defaultMailingFlag: site.defaultMailingFlag,
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});
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