HorizonStackSoftware/optima
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60 Commits 3 Branches 47 Tags
0ce1eda60692b86d66b3bdcc261e878b7d68a1c7
Commit Graph

18 Commits

Author SHA1 Message Date
HoloPanio 0ce1eda606 fix: add missing GeneratedQuotes columns migration 2026-03-07 00:14:26 -06:00
HoloPanio 6c310ed753 fix: add missing probability column migration for Opportunity 2026-03-07 00:07:10 -06:00
HoloPanio 1907bb433b feat: restructure sales, add PDF quote generation and WebSocket support 2026-03-06 23:25:37 -06:00
HoloPanio 7411310083 fix: add migration for missing columns (cwIdentifier, catalog categories, productSequence) 2026-03-01 18:28:05 -06:00
HoloPanio 30b408e0db feat: add product to opportunity route, local product sequencing 
- Add POST /v1/sales/opportunities/:identifier/products with field-level permission gating
- Add CWForecastItemCreate type for forecast item creation
- Store product display order locally (productSequence Int[] on Opportunity)
- Rewrite resequenceProducts to be local-only (no CW PUT, stable IDs)
- Remove reorderProducts CW util (PUT regenerated IDs & broke procurement)
- Update fetchProducts to apply local ordering with CW sequenceNumber fallback
- Add productSequence to OpportunityController.toJson()
- Update API_ROUTES.md, PERMISSIONS.md, PermissionNodes.ts
 2026-03-01 18:01:02 -06:00
HoloPanio d7b374f8ab 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
 2026-03-01 13:19:00 -06:00
HoloPanio 883b648d5e fix: add identifier column migration and fix entrypoint resolve logic 
- Add explicit migration for CatalogItem.identifier column
- Fix entrypoint script: resolve only migrations on 'Failed' lines (not all)
- Remove auto-diff generation (use committed migration files instead)
- Remove 2>/dev/null that swallowed migration errors
 2026-02-27 17:44:08 -06:00
HoloPanio 1326725995 fix: resolve failed migrations before deploying 2026-02-27 16:26:31 -06:00
HoloPanio 508fa39835 fix: crash loop recovery, auto-migrations, CI test pipeline 
- Wrap startup syncs in safeStartup() to prevent crash on external service failure
- Add migrate-entrypoint.sh for auto-generating migrations from schema diff
- Update Dockerfile migration stage to use entrypoint script
- Add test job to build-and-publish workflow (runs before build)
- Add tests.yaml workflow to run tests on every push
- Fix test setup to use real RSA key pair instead of plain strings
- Add test script to package.json
 2026-02-27 16:11:28 -06:00
HoloPanio b1f6462ac3 Fix UserController permission serialization and include current updates 2026-02-27 14:38:22 -06:00
HoloPanio 8949819396 add CatalogItem migration and CI schema drift check 2026-02-25 22:28:07 -06:00
HoloPanio 06e021f8a1 Version 2026-02-24 17:53:43 -06:00
HoloPanio 3c89f24189 setup unifi wlans 2026-02-22 19:12:34 -06:00
HoloPanio 70284bc14e a lot of things 2026-02-20 11:46:30 -06:00
HoloPanio cdae4d47a4 CREDENTIAL TYPE MANAGEMENT WORKS 2026-02-14 15:15:49 -06:00
HoloPanio 7748e6171b Added Connectwise Compnay Syncing 2026-01-26 17:09:18 -06:00
HoloPanio e76caa68f1 User Authentication Flow Works 2026-01-25 15:03:17 -06:00
HoloPanio 4be36e6ca0 untested WIP 2026-01-24 16:59:50 -06:00