feat: add opportunity workflows, delete routes, company sites, algorithms, and expanded test coverage

src/api/sales/index.ts

@@ -5,6 +5,7 @@ import { default as count } from "./opportunities/count";
 import { default as fetch } from "./opportunities/[id]/fetch";
 import { default as refresh } from "./opportunities/[id]/refresh";
 import { default as updateOpportunity } from "./opportunities/[id]/update";
+import { default as deleteOpportunity } from "./opportunities/[id]/delete";
 import { default as products } from "./opportunities/[id]/products/fetchAll";
 import { default as addProduct } from "./opportunities/[id]/products/add";
 import { default as addSpecialOrderProduct } from "./opportunities/[id]/products/addSpecialOrder";
@@ -13,6 +14,7 @@ import { default as laborOptions } from "./opportunities/[id]/products/laborOpti
 import { default as resequenceProducts } from "./opportunities/[id]/products/resequence";
 import { default as updateProduct } from "./opportunities/[id]/products/update";
 import { default as cancelProduct } from "./opportunities/[id]/products/cancel";
+import { default as deleteProduct } from "./opportunities/[id]/products/delete";
 import { default as notes } from "./opportunities/[id]/notes/fetchAll";
 import { default as fetchNote } from "./opportunities/[id]/notes/fetch";
 import { default as createNote } from "./opportunities/[id]/notes/create";
@@ -24,6 +26,9 @@ import { default as fetchQuotes } from "./opportunities/[id]/quotes/fetchAll";
 import { default as previewQuote } from "./opportunities/[id]/quotes/preview";
 import { default as downloadQuote } from "./opportunities/[id]/quotes/download";
 import { default as fetchDownloads } from "./opportunities/[id]/quotes/fetchDownloads";
+import { default as workflowDispatch } from "./opportunities/[id]/workflow/dispatch";
+import { default as workflowStatus } from "./opportunities/[id]/workflow/status";
+import { default as workflowHistory } from "./opportunities/[id]/workflow/history";
 
 export {
   addProduct,
@@ -32,6 +37,7 @@ export {
   addSpecialOrderProduct,
   count,
   createOpportunity,
+  deleteOpportunity,
   fetch,
   fetchAll,
   fetchOpportunityTypes,
@@ -39,6 +45,7 @@ export {
   resequenceProducts,
   updateProduct,
   cancelProduct,
+  deleteProduct,
   notes,
   fetchNote,
   createNote,
@@ -52,4 +59,7 @@ export {
   fetchDownloads,
   refresh,
   updateOpportunity,
+  workflowDispatch,
+  workflowStatus,
+  workflowHistory,
 };

src/api/sales/opportunities/[id]/delete.ts

@@ -0,0 +1,50 @@
+import { createRoute } from "../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../managers/opportunities";
+import { apiResponse } from "../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../middleware/authorization";
+import GenericError from "../../../../Errors/GenericError";
+
+/* DELETE /v1/sales/opportunities/:identifier */
+export default createRoute(
+  "delete",
+  ["/opportunities/:identifier"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+
+    try {
+      await opportunities.deleteItem(identifier);
+
+      const response = apiResponse.successful(
+        "Opportunity deleted successfully!",
+      );
+
+      return c.json(response, response.status as ContentfulStatusCode);
+    } catch (err) {
+      const isAxios =
+        err != null && typeof err === "object" && "isAxiosError" in err;
+
+      if (isAxios) {
+        const axiosErr = err as any;
+        const cwStatus: number = axiosErr.response?.status ?? 502;
+        const cwMessage: string =
+          axiosErr.response?.data?.message ??
+          "Failed to delete the opportunity in ConnectWise";
+
+        return c.json(
+          {
+            status: cwStatus,
+            message: cwMessage,
+            error: "ConnectWiseDeleteError",
+            successful: false,
+            meta: { timestamp: Date.now() },
+          },
+          cwStatus as ContentfulStatusCode,
+        );
+      }
+
+      throw err;
+    }
+  },
+  authMiddleware({ permissions: ["sales.opportunity.delete"] }),
+);

src/api/sales/opportunities/[id]/products/add.ts

@@ -11,6 +11,7 @@ const productItemSchema = z
     catalogItem: z.object({ id: z.number().int().positive() }).optional(),
     forecastDescription: z.string().optional(),
     productDescription: z.string().optional(),
+    customerDescription: z.string().nullable().optional(),
     quantity: z.number().positive().optional(),
     status: z.object({ id: z.number().int().positive() }).optional(),
     productClass: z.string().optional(),
@@ -54,7 +55,40 @@ export default createRoute(
     );
 
     const item = await opportunities.fetchRecord(identifier);
-    const created = await item.addProducts(gatedItems);
+
+    // Strip customerDescription from forecast payloads — CW only accepts
+    // it on procurement products, not forecast items.
+    const customerDescriptions = gatedItems.map(
+      (g: any) => g.customerDescription,
+    );
+    const forecastPayloads = gatedItems.map(
+      ({ customerDescription, ...rest }: any) => rest,
+    );
+
+    const created = await item.addProducts(forecastPayloads);
+
+    // If any items included customerDescription, patch the linked
+    // procurement products after creation. This is best-effort since
+    // newly created forecast items may not have a linked procurement
+    // product yet.
+    const procurementUpdates = created
+      .map((product, idx) => ({
+        product,
+        customerDescription: customerDescriptions[idx],
+      }))
+      .filter((entry) => entry.customerDescription != null);
+
+    if (procurementUpdates.length > 0) {
+      await Promise.all(
+        procurementUpdates.map(({ product, customerDescription }) =>
+          item
+            .updateProcurementProductByForecastItem(product.cwForecastId, {
+              customerDescription,
+            })
+            .catch(() => null),
+        ),
+      );
+    }
 
     const isBatch = Array.isArray(body);
     const response = apiResponse.created(

src/api/sales/opportunities/[id]/products/delete.ts

@@ -0,0 +1,72 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import GenericError from "../../../../../Errors/GenericError";
+
+/* DELETE /v1/sales/opportunities/:identifier/products/:productId */
+export default createRoute(
+  "delete",
+  ["/opportunities/:identifier/products/:productId"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const productId = Number(c.req.param("productId"));
+
+    if (!Number.isInteger(productId) || productId <= 0) {
+      throw new GenericError({
+        status: 400,
+        name: "InvalidProductId",
+        message: "productId must be a positive integer",
+      });
+    }
+
+    const opportunity = await opportunities.fetchRecord(identifier);
+
+    // Verify the forecast item exists before attempting deletion
+    const products = await opportunity.fetchProducts();
+    const product = products.find((item) => item.cwForecastId === productId);
+
+    if (!product) {
+      throw new GenericError({
+        status: 404,
+        name: "ForecastItemNotFound",
+        message: `Forecast item ${productId} not found on opportunity`,
+      });
+    }
+
+    try {
+      await opportunity.deleteProduct(productId);
+
+      const response = apiResponse.successful(
+        "Product deleted from opportunity successfully!",
+      );
+      return c.json(response, response.status as ContentfulStatusCode);
+    } catch (err) {
+      const isAxios =
+        err != null && typeof err === "object" && "isAxiosError" in err;
+
+      if (isAxios) {
+        const axiosErr = err as any;
+        const cwStatus: number = axiosErr.response?.status ?? 502;
+        const cwMessage: string =
+          axiosErr.response?.data?.message ??
+          "Failed to delete the product in ConnectWise";
+
+        return c.json(
+          {
+            status: cwStatus,
+            message: cwMessage,
+            error: "ConnectWiseDeleteError",
+            successful: false,
+            meta: { timestamp: Date.now() },
+          },
+          cwStatus as ContentfulStatusCode,
+        );
+      }
+
+      throw err;
+    }
+  },
+  authMiddleware({ permissions: ["sales.opportunity.product.delete"] }),
+);

src/api/sales/opportunities/[id]/products/update.ts

@@ -98,12 +98,6 @@ export default createRoute(
     if (input.quantity !== undefined) {
       forecastPatch.quantity = input.quantity;
     }
-    if (
-      input.customerDescription !== undefined &&
-      input.customerDescription !== null
-    ) {
-      forecastPatch.customerDescription = input.customerDescription;
-    }
     if (input.unitPrice !== undefined) {
       forecastPatch.revenue = Number(
         (input.unitPrice * effectiveQuantity).toFixed(2),

src/api/sales/opportunities/[id]/quotes/commit.ts

@@ -4,6 +4,11 @@ import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../../../middleware/authorization";
 import { z } from "zod";
+import { cwMembers } from "../../../../../managers/cwMembers";
+import {
+  createWorkflowActivity,
+  OptimaType,
+} from "../../../../../workflows/wf.opportunity";
 
 const commitQuoteSchema = z
   .object({
@@ -29,6 +34,34 @@ export default createRoute(
 
     const quote = await item.commitQuote(opts ?? {}, user);
 
+    // Create a workflow activity for the generated quote
+    try {
+      let cwMemberId: number | null = null;
+
+      if (user.cwIdentifier) {
+        const cwMember = await cwMembers.fetch(user.cwIdentifier);
+        cwMemberId = cwMember.cwMemberId;
+      }
+
+      if (cwMemberId) {
+        await createWorkflowActivity({
+          name: `[Workflow] Quote generated — ${item.name}`,
+          opportunityCwId: item.cwOpportunityId,
+          companyCwId: item.companyCwId,
+          assignToCwMemberId: cwMemberId,
+          notes: `Quote "${quote.quoteFileName}" generated.`,
+          optimaType: OptimaType.QuoteGenerated,
+          quoteId: quote.id,
+        });
+      }
+    } catch (activityErr) {
+      console.error(
+        "[Quote Commit] Failed to create workflow activity:",
+        activityErr,
+      );
+      // Don't fail the quote commit if the activity fails
+    }
+
     const response = apiResponse.created(
       "Quote committed successfully!",
       quote.toJson({ includeRegenData: true, includeRegenParams: true }),

src/api/sales/opportunities/[id]/workflow/dispatch.ts

@@ -0,0 +1,192 @@
+import { z } from "zod";
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { opportunities } from "../../../../../managers/opportunities";
+import { cwMembers } from "../../../../../managers/cwMembers";
+import GenericError from "../../../../../Errors/GenericError";
+import {
+  processOpportunityAction,
+  type WorkflowAction,
+  type WorkflowUser,
+} from "../../../../../workflows/wf.opportunity";
+
+// ── Zod schemas ───────────────────────────────────────────────────────────
+
+const basePayload = z.object({
+  note: z.string().optional(),
+  timeStarted: z.string().datetime().optional(),
+  timeEnded: z.string().datetime().optional(),
+});
+
+const noteRequiredPayload = z.object({
+  note: z.string().min(1, "A non-empty note is required."),
+  timeStarted: z.string().datetime().optional(),
+  timeEnded: z.string().datetime().optional(),
+});
+
+const dispatchSchema = z.discriminatedUnion("action", [
+  z.object({
+    action: z.literal("acceptNew"),
+    payload: basePayload,
+  }),
+  z.object({
+    action: z.literal("requestReview"),
+    payload: noteRequiredPayload,
+  }),
+  z.object({
+    action: z.literal("reviewDecision"),
+    payload: noteRequiredPayload.extend({
+      decision: z.enum(["approve", "reject", "send", "cancel"]),
+    }),
+  }),
+  z.object({
+    action: z.literal("sendQuote"),
+    payload: basePayload.extend({
+      quoteConfirmed: z.boolean().optional(),
+      won: z.boolean().optional(),
+      lost: z.boolean().optional(),
+      finalize: z.boolean().optional(),
+      needsRevision: z.boolean().optional(),
+    }),
+  }),
+  z.object({
+    action: z.literal("confirmQuote"),
+    payload: basePayload,
+  }),
+  z.object({
+    action: z.literal("finalize"),
+    payload: noteRequiredPayload.extend({
+      outcome: z.enum(["won", "lost"]),
+    }),
+  }),
+  z.object({
+    action: z.literal("resurrect"),
+    payload: noteRequiredPayload,
+  }),
+  z.object({
+    action: z.literal("beginRevision"),
+    payload: basePayload,
+  }),
+  z.object({
+    action: z.literal("resendQuote"),
+    payload: basePayload.extend({
+      quoteConfirmed: z.boolean().optional(),
+      won: z.boolean().optional(),
+      lost: z.boolean().optional(),
+      finalize: z.boolean().optional(),
+      needsRevision: z.boolean().optional(),
+    }),
+  }),
+  z.object({
+    action: z.literal("cancel"),
+    payload: noteRequiredPayload,
+  }),
+  z.object({
+    action: z.literal("reopen"),
+    payload: noteRequiredPayload,
+  }),
+]);
+
+// ── Route ─────────────────────────────────────────────────────────────────
+
+/* POST /v1/sales/opportunities/:identifier/workflow */
+export default createRoute(
+  "post",
+  ["/opportunities/:identifier/workflow"],
+  async (c) => {
+    try {
+      const identifier = c.req.param("identifier");
+      const body = await c.req.json();
+      console.log(
+        "[Workflow Dispatch] Raw request body:",
+        JSON.stringify(body, null, 2),
+      );
+      const parsed = dispatchSchema.parse(body);
+      console.log(
+        "[Workflow Dispatch] Parsed payload:",
+        JSON.stringify(parsed.payload, null, 2),
+      );
+      const user = c.get("user");
+
+      // ── Resolve opportunity ────────────────────────────────────────────
+      const opportunity = await opportunities.fetchItem(identifier);
+
+      // ── Build WorkflowUser ─────────────────────────────────────────────
+      if (!user.cwIdentifier) {
+        throw new GenericError({
+          status: 400,
+          name: "MissingCwIdentifier",
+          message:
+            "Your account is not linked to a ConnectWise member. A CW member association is required to execute workflow actions.",
+        });
+      }
+
+      const cwMember = await cwMembers.fetch(user.cwIdentifier);
+      const permissions = await user.readAllPermissions();
+
+      const workflowUser: WorkflowUser = {
+        id: user.id,
+        cwMemberId: cwMember.cwMemberId,
+        permissions,
+      };
+
+      // ── Dispatch ───────────────────────────────────────────────────────
+      const result = await processOpportunityAction(
+        opportunity,
+        parsed as WorkflowAction,
+        workflowUser,
+      );
+
+      if (!result.success) {
+        console.error(
+          `[Workflow Dispatch] Transition failed for opportunity "${identifier}":`,
+          result.error,
+        );
+        const response = apiResponse.error(
+          new GenericError({
+            status: 422,
+            name: "WorkflowTransitionFailed",
+            message: result.error ?? "Workflow action failed.",
+          }),
+        );
+        return c.json(
+          {
+            ...response,
+            data: {
+              previousStatusId: result.previousStatusId,
+              previousStatus: result.previousStatus,
+              newStatusId: result.newStatusId,
+              newStatus: result.newStatus,
+            },
+          },
+          response.status as ContentfulStatusCode,
+        );
+      }
+
+      const response = apiResponse.successful(
+        "Workflow action completed successfully.",
+        {
+          previousStatusId: result.previousStatusId,
+          previousStatus: result.previousStatus,
+          newStatusId: result.newStatusId,
+          newStatus: result.newStatus,
+          activitiesCreated: result.activitiesCreated.map((a) => a.toJson()),
+          coldCheck: result.coldCheck,
+        },
+      );
+      return c.json(response, response.status as ContentfulStatusCode);
+    } catch (err: any) {
+      console.error("[Workflow Dispatch] Unhandled error:", err);
+      if (err?.response?.data) {
+        console.error(
+          "[Workflow Dispatch] CW response body:",
+          JSON.stringify(err.response.data, null, 2),
+        );
+      }
+      throw err;
+    }
+  },
+  authMiddleware({ permissions: ["sales.opportunity.workflow"] }),
+);

src/api/sales/opportunities/[id]/workflow/history.ts

@@ -0,0 +1,150 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { opportunities } from "../../../../../managers/opportunities";
+import { activityCw } from "../../../../../modules/cw-utils/activities/activities";
+import { ActivityController } from "../../../../../controllers/ActivityController";
+import { OptimaType } from "../../../../../workflows/wf.opportunity";
+
+// ═══════════════════════════════════════════════════════════════════════════
+// HELPERS
+// ═══════════════════════════════════════════════════════════════════════════
+
+const OPTIMA_TYPE_VALUES = new Set<string>([
+  OptimaType.OpportunityCreated,
+  OptimaType.OpportunitySetup,
+  OptimaType.OpportunityReview,
+  OptimaType.QuoteSent,
+  OptimaType.QuoteConfirmed,
+  OptimaType.QuoteSentConfirmed,
+  OptimaType.QuoteGenerated,
+  OptimaType.Revision,
+  OptimaType.Finalized,
+  OptimaType.Converted,
+]);
+
+/** QuoteID custom field ID (matches wf.opportunity.ts QUOTE_ID_FIELD_ID). */
+const QUOTE_ID_FIELD_ID = 48;
+
+/** Close Date custom field ID (matches wf.opportunity.ts CLOSE_DATE_FIELD_ID). */
+const CLOSE_DATE_FIELD_ID = 49;
+
+/**
+ * Extract the Optima_Type value from a CW activity's custom fields.
+ * Returns the string value if present, or null.
+ */
+function extractOptimaType(
+  customFields: { id: number; value: unknown }[] | undefined,
+): string | null {
+  if (!customFields) return null;
+  const field = customFields.find((f) => f.id === OptimaType.FIELD_ID);
+  if (!field?.value || typeof field.value !== "string") return null;
+  return OPTIMA_TYPE_VALUES.has(field.value) ? field.value : null;
+}
+
+/**
+ * Extract the QuoteID custom field value from a CW activity.
+ * Returns the string value or null.
+ */
+function extractQuoteId(
+  customFields: { id: number; value: unknown }[] | undefined,
+): string | null {
+  if (!customFields) return null;
+  const field = customFields.find((f) => f.id === QUOTE_ID_FIELD_ID);
+  if (!field?.value || typeof field.value !== "string") return null;
+  return field.value;
+}
+
+/**
+ * Extract the Close Date custom field value from a CW activity.
+ * Returns the ISO-8601 string or null.
+ */
+function extractCloseDate(
+  customFields: { id: number; value: unknown }[] | undefined,
+): string | null {
+  if (!customFields) return null;
+  const field = customFields.find((f) => f.id === CLOSE_DATE_FIELD_ID);
+  if (!field?.value || typeof field.value !== "string") return null;
+  return field.value;
+}
+
+// ═══════════════════════════════════════════════════════════════════════════
+// ROUTE
+// ═══════════════════════════════════════════════════════════════════════════
+
+/* GET /v1/sales/opportunities/:identifier/workflow/history */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/workflow/history"],
+  async (c) => {
+    try {
+      const identifier = c.req.param("identifier");
+      const filterType = c.req.query("type") ?? null; // optional filter by Optima_Type value
+
+      // Resolve the opportunity to get the CW opportunity ID
+      const opportunity = await opportunities.fetchItem(identifier);
+
+      // Fetch all activities for this opportunity from CW
+      const activitiesCollection = await activityCw.fetchByOpportunity(
+        opportunity.cwOpportunityId,
+      );
+
+      // Filter to workflow activities (those with a valid Optima_Type)
+      const workflowActivities: {
+        activity: ReturnType<ActivityController["toJson"]>;
+        optimaType: string;
+        quoteId: string | null;
+        closed: boolean;
+        closedAt: string | null;
+      }[] = [];
+
+      for (const [, raw] of activitiesCollection) {
+        const controller = new ActivityController(raw);
+        const json = controller.toJson();
+        const optimaType = extractOptimaType(raw.customFields);
+
+        if (!optimaType) continue;
+        if (filterType && optimaType !== filterType) continue;
+
+        const quoteId = extractQuoteId(raw.customFields);
+        const closed = raw.status?.id === 2;
+        const closedAt = extractCloseDate(raw.customFields);
+
+        workflowActivities.push({
+          activity: json,
+          optimaType,
+          quoteId,
+          closed,
+          closedAt,
+        });
+      }
+
+      // Sort newest first
+      workflowActivities.sort((a, b) => {
+        const dateA = new Date(
+          a.activity.dateEnd ?? a.activity.dateStart ?? 0,
+        ).getTime();
+        const dateB = new Date(
+          b.activity.dateEnd ?? b.activity.dateStart ?? 0,
+        ).getTime();
+        return dateB - dateA;
+      });
+
+      const response = apiResponse.successful(
+        "Workflow history fetched successfully.",
+        {
+          opportunityId: opportunity.id,
+          cwOpportunityId: opportunity.cwOpportunityId,
+          totalActivities: workflowActivities.length,
+          activities: workflowActivities,
+        },
+      );
+      return c.json(response, response.status as ContentfulStatusCode);
+    } catch (err) {
+      console.error("[Workflow History] Unhandled error:", err);
+      throw err;
+    }
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
+);

src/api/sales/opportunities/[id]/workflow/status.ts

@@ -0,0 +1,377 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { opportunities } from "../../../../../managers/opportunities";
+import {
+  OpportunityStatus,
+  StatusIdToKey,
+  WorkflowPermissions,
+  type OpportunityStatusKey,
+} from "../../../../../workflows/wf.opportunity";
+import {
+  checkColdStatus,
+  type ColdCheckResult,
+} from "../../../../../modules/algorithms/algo.coldThreshold";
+
+// ═══════════════════════════════════════════════════════════════════════════
+// ACTION AVAILABILITY MAP
+// ═══════════════════════════════════════════════════════════════════════════
+
+/**
+ * Per-status list of actions the user can invoke.
+ *
+ * Each entry describes the action key, a human-readable label, the
+ * expected target status(es), whether a note is required, and any
+ * permission gate beyond the base workflow permission.
+ */
+interface AvailableAction {
+  action: string;
+  label: string;
+  targetStatuses: { key: OpportunityStatusKey; id: number }[];
+  requiresNote: boolean;
+  requiresPermission: string | null;
+  /** Extra payload fields that can/must be provided. */
+  payloadHints?: Record<string, string>;
+}
+
+const ACTION_MAP: Record<number, AvailableAction[]> = {
+  [OpportunityStatus.PendingNew]: [
+    {
+      action: "acceptNew",
+      label: "Accept / Set Up Opportunity",
+      targetStatuses: [{ key: "New", id: OpportunityStatus.New }],
+      requiresNote: false,
+      requiresPermission: null,
+    },
+  ],
+
+  [OpportunityStatus.New]: [
+    {
+      action: "sendQuote",
+      label: "Send Quote (skip review)",
+      targetStatuses: [{ key: "QuoteSent", id: OpportunityStatus.QuoteSent }],
+      requiresNote: false,
+      requiresPermission: null,
+      payloadHints: {
+        quoteConfirmed: "boolean — mark confirmed simultaneously",
+        won: "boolean — immediate win",
+        lost: "boolean — immediate rejection",
+        needsRevision: "boolean — needs revision",
+      },
+    },
+    {
+      action: "requestReview",
+      label: "Send to Internal Review",
+      targetStatuses: [
+        { key: "InternalReview", id: OpportunityStatus.InternalReview },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+    },
+    {
+      action: "cancel",
+      label: "Cancel Opportunity",
+      targetStatuses: [{ key: "Canceled", id: OpportunityStatus.Canceled }],
+      requiresNote: true,
+      requiresPermission: WorkflowPermissions.CANCEL,
+    },
+  ],
+
+  [OpportunityStatus.InternalReview]: [
+    {
+      action: "reviewDecision",
+      label: "Approve (move to Pending Sent)",
+      targetStatuses: [
+        { key: "PendingSent", id: OpportunityStatus.PendingSent },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+      payloadHints: { decision: '"approve"' },
+    },
+    {
+      action: "reviewDecision",
+      label: "Reject (move to Pending Revision)",
+      targetStatuses: [
+        { key: "PendingRevision", id: OpportunityStatus.PendingRevision },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+      payloadHints: { decision: '"reject"' },
+    },
+    {
+      action: "reviewDecision",
+      label: "Send Quote (reviewer sends directly)",
+      targetStatuses: [{ key: "QuoteSent", id: OpportunityStatus.QuoteSent }],
+      requiresNote: true,
+      requiresPermission: null,
+      payloadHints: { decision: '"send"' },
+    },
+    {
+      action: "reviewDecision",
+      label: "Cancel from Review",
+      targetStatuses: [{ key: "Canceled", id: OpportunityStatus.Canceled }],
+      requiresNote: true,
+      requiresPermission: WorkflowPermissions.CANCEL,
+      payloadHints: { decision: '"cancel"' },
+    },
+  ],
+
+  [OpportunityStatus.PendingSent]: [
+    {
+      action: "sendQuote",
+      label: "Send Quote to Customer",
+      targetStatuses: [{ key: "QuoteSent", id: OpportunityStatus.QuoteSent }],
+      requiresNote: false,
+      requiresPermission: null,
+      payloadHints: {
+        quoteConfirmed: "boolean — mark confirmed simultaneously",
+        won: "boolean — immediate win",
+        lost: "boolean — immediate rejection",
+        needsRevision: "boolean — needs revision",
+      },
+    },
+  ],
+
+  [OpportunityStatus.PendingRevision]: [
+    {
+      action: "beginRevision",
+      label: "Begin Revision",
+      targetStatuses: [{ key: "Active", id: OpportunityStatus.Active }],
+      requiresNote: false,
+      requiresPermission: null,
+    },
+  ],
+
+  [OpportunityStatus.QuoteSent]: [
+    {
+      action: "confirmQuote",
+      label: "Confirm Quote Receipt",
+      targetStatuses: [
+        { key: "ConfirmedQuote", id: OpportunityStatus.ConfirmedQuote },
+      ],
+      requiresNote: false,
+      requiresPermission: null,
+    },
+    {
+      action: "finalize",
+      label: "Mark as Won",
+      targetStatuses: [
+        { key: "Won", id: OpportunityStatus.Won },
+        { key: "PendingWon", id: OpportunityStatus.PendingWon },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+      payloadHints: { outcome: '"won"' },
+    },
+    {
+      action: "finalize",
+      label: "Mark as Lost",
+      targetStatuses: [
+        { key: "PendingLost", id: OpportunityStatus.PendingLost },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+      payloadHints: { outcome: '"lost"' },
+    },
+    {
+      action: "resendQuote",
+      label: "Revise & Re-send (back to Active)",
+      targetStatuses: [{ key: "Active", id: OpportunityStatus.Active }],
+      requiresNote: false,
+      requiresPermission: null,
+      payloadHints: { needsRevision: "true" },
+    },
+  ],
+
+  [OpportunityStatus.ConfirmedQuote]: [
+    {
+      action: "finalize",
+      label: "Mark as Won",
+      targetStatuses: [
+        { key: "Won", id: OpportunityStatus.Won },
+        { key: "PendingWon", id: OpportunityStatus.PendingWon },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+      payloadHints: { outcome: '"won"' },
+    },
+    {
+      action: "finalize",
+      label: "Mark as Lost",
+      targetStatuses: [
+        { key: "PendingLost", id: OpportunityStatus.PendingLost },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+      payloadHints: { outcome: '"lost"' },
+    },
+    {
+      action: "resendQuote",
+      label: "Revise & Re-send (back to Active)",
+      targetStatuses: [{ key: "Active", id: OpportunityStatus.Active }],
+      requiresNote: false,
+      requiresPermission: null,
+      payloadHints: { needsRevision: "true" },
+    },
+  ],
+
+  [OpportunityStatus.Active]: [
+    {
+      action: "resendQuote",
+      label: "Send Revised Quote",
+      targetStatuses: [{ key: "QuoteSent", id: OpportunityStatus.QuoteSent }],
+      requiresNote: false,
+      requiresPermission: null,
+      payloadHints: {
+        quoteConfirmed: "boolean — mark confirmed simultaneously",
+        won: "boolean — immediate win",
+        lost: "boolean — immediate rejection",
+      },
+    },
+    {
+      action: "requestReview",
+      label: "Send to Internal Review",
+      targetStatuses: [
+        { key: "InternalReview", id: OpportunityStatus.InternalReview },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+    },
+    {
+      action: "cancel",
+      label: "Cancel Opportunity",
+      targetStatuses: [{ key: "Canceled", id: OpportunityStatus.Canceled }],
+      requiresNote: true,
+      requiresPermission: WorkflowPermissions.CANCEL,
+    },
+  ],
+
+  [OpportunityStatus.PendingWon]: [
+    {
+      action: "finalize",
+      label: "Approve Won",
+      targetStatuses: [{ key: "Won", id: OpportunityStatus.Won }],
+      requiresNote: true,
+      requiresPermission: WorkflowPermissions.FINALIZE,
+      payloadHints: { outcome: '"won"' },
+    },
+  ],
+
+  [OpportunityStatus.PendingLost]: [
+    {
+      action: "finalize",
+      label: "Approve Lost",
+      targetStatuses: [{ key: "Lost", id: OpportunityStatus.Lost }],
+      requiresNote: true,
+      requiresPermission: WorkflowPermissions.FINALIZE,
+      payloadHints: { outcome: '"lost"' },
+    },
+    {
+      action: "resurrect",
+      label: "Resurrect (back to Active)",
+      targetStatuses: [{ key: "Active", id: OpportunityStatus.Active }],
+      requiresNote: true,
+      requiresPermission: null,
+    },
+  ],
+
+  [OpportunityStatus.Won]: [],
+  [OpportunityStatus.Lost]: [],
+
+  [OpportunityStatus.Canceled]: [
+    {
+      action: "reopen",
+      label: "Re-open Opportunity",
+      targetStatuses: [{ key: "Active", id: OpportunityStatus.Active }],
+      requiresNote: true,
+      requiresPermission: null,
+    },
+  ],
+};
+
+// ═══════════════════════════════════════════════════════════════════════════
+// ROUTE
+// ═══════════════════════════════════════════════════════════════════════════
+
+/* GET /v1/sales/opportunities/:identifier/workflow */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/workflow"],
+  async (c) => {
+    try {
+      const identifier = c.req.param("identifier");
+      const user = c.get("user");
+
+      const opportunity = await opportunities.fetchItem(identifier);
+
+      const statusCwId = opportunity.statusCwId;
+      const statusKey: OpportunityStatusKey | null =
+        statusCwId != null ? (StatusIdToKey[statusCwId] ?? null) : null;
+
+      const isOptimaStage = opportunity.stageName === "Optima";
+      const isTerminal =
+        statusCwId === OpportunityStatus.Won ||
+        statusCwId === OpportunityStatus.Lost;
+
+      // ── Resolve available actions (permission-aware) ──────────────────
+      const rawActions =
+        statusCwId != null ? (ACTION_MAP[statusCwId] ?? []) : [];
+
+      const resolvedActions = await Promise.all(
+        rawActions.map(async (a) => {
+          const hasGate =
+            !a.requiresPermission ||
+            (await user.hasPermission(a.requiresPermission));
+          return { ...a, permitted: hasGate };
+        }),
+      );
+
+      // ── Cold check (only for QuoteSent / ConfirmedQuote) ──────────────
+      let coldCheck: ColdCheckResult | null = null;
+      if (
+        statusCwId === OpportunityStatus.QuoteSent ||
+        statusCwId === OpportunityStatus.ConfirmedQuote
+      ) {
+        // Fetch activities to determine latest activity date
+        const activities = await opportunity.fetchActivities();
+        const latestDate =
+          activities.length > 0
+            ? new Date(
+                Math.max(
+                  ...activities.map((a) => {
+                    const json = a.toJson();
+                    return new Date(
+                      json.dateEnd ?? json.dateStart ?? 0,
+                    ).getTime();
+                  }),
+                ),
+              )
+            : null;
+
+        coldCheck = checkColdStatus({
+          statusCwId,
+          lastActivityDate: latestDate,
+        });
+      }
+
+      const response = apiResponse.successful(
+        "Workflow status fetched successfully.",
+        {
+          currentStatusId: statusCwId,
+          currentStatus: statusKey,
+          stageName: opportunity.stageName ?? null,
+          isOptimaStage,
+          isTerminal,
+          availableActions: isOptimaStage ? resolvedActions : [],
+          coldCheck,
+        },
+      );
+      return c.json(response, response.status as ContentfulStatusCode);
+    } catch (err) {
+      console.error("[Workflow Status] Unhandled error:", err);
+      throw err;
+    }
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
+);

src/api/sales/opportunities/create.ts

@@ -5,6 +5,11 @@ import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
 import GenericError from "../../../Errors/GenericError";
 import { z } from "zod";
+import { cwMembers } from "../../../managers/cwMembers";
+import {
+  createWorkflowActivity,
+  OptimaType,
+} from "../../../workflows/wf.opportunity";
 
 const createSchema = z.object({
   name: z.string().min(1),
@@ -41,6 +46,34 @@ export default createRoute(
     try {
       const item = await opportunities.createItem(data);
 
+      // Create a workflow activity for the new opportunity
+      try {
+        const user = c.get("user");
+        let cwMemberId: number | null = null;
+
+        if (user.cwIdentifier) {
+          const cwMember = await cwMembers.fetch(user.cwIdentifier);
+          cwMemberId = cwMember.cwMemberId;
+        }
+
+        if (cwMemberId) {
+          await createWorkflowActivity({
+            name: `[Workflow] Opportunity created — ${item.name}`,
+            opportunityCwId: item.cwOpportunityId,
+            companyCwId: item.companyCwId,
+            assignToCwMemberId: cwMemberId,
+            notes: "Opportunity created.",
+            optimaType: OptimaType.OpportunityCreated,
+          });
+        }
+      } catch (activityErr) {
+        console.error(
+          "[Opportunity Create] Failed to create workflow activity:",
+          activityErr,
+        );
+        // Don't fail the opportunity creation if the activity fails
+      }
+
       const response = apiResponse.created(
         "Opportunity created successfully!",
         item.toJson(),