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 +1,79 @@
import { connectWiseApi } from "../../../constants";
export interface CWCompanySite {
id: number;
name: string;
addressLine1: string;
addressLine2?: string;
city: string;
stateReference: { id: number; identifier: string; name: string } | null;
zip: string;
country: { id: number; name: string } | null;
phoneNumber: string;
faxNumber: string;
taxCodeId: number | null;
expenseReimbursement: number;
primaryAddressFlag: boolean;
defaultShippingFlag: boolean;
defaultBillingFlag: boolean;
defaultMailingFlag: boolean;
mobileGuid: string;
calendar: { id: number; name: string } | null;
timeZone: { id: number; name: string } | null;
company: { id: number; identifier: string; name: string };
_info: Record<string, string>;
}
/**
* Fetch all sites for a ConnectWise company.
*
* @param cwCompanyId - The ConnectWise company ID
* @returns Array of CW company sites
*/
export const fetchCompanySites = async (
cwCompanyId: number,
): Promise<CWCompanySite[]> => {
const response = await connectWiseApi.get(
`/company/companies/${cwCompanyId}/sites?pageSize=1000`,
);
return response.data;
};
/**
* Fetch a single site by CW site ID for a given company.
*
* @param cwCompanyId - The ConnectWise company ID
* @param cwSiteId - The ConnectWise site ID
* @returns The CW company site
*/
export const fetchCompanySite = async (
cwCompanyId: number,
cwSiteId: number,
): Promise<CWCompanySite> => {
const response = await connectWiseApi.get(
`/company/companies/${cwCompanyId}/sites/${cwSiteId}`,
);
return response.data;
};
/**
* Serialize a CW site into a clean API-friendly object.
*/
export const serializeCwSite = (site: CWCompanySite) => ({
id: site.id,
name: site.name,
address: {
line1: site.addressLine1,
line2: site.addressLine2 ?? null,
city: site.city,
state: site.stateReference?.name ?? null,
zip: site.zip,
country: site.country?.name ?? "United States",
},
phoneNumber: site.phoneNumber || null,
faxNumber: site.faxNumber || null,
primaryAddressFlag: site.primaryAddressFlag,
defaultShippingFlag: site.defaultShippingFlag,
defaultBillingFlag: site.defaultBillingFlag,
defaultMailingFlag: site.defaultMailingFlag,
});