Commit Graph

21 Commits

Author SHA1 Message Date
HoloPanio e764932c39 feat: expand sales opportunity workflow and metrics APIs 2026-03-15 23:38:56 -05:00
HoloPanio 33b34d08a7 Add migration for CwMember table
Creates the CwMember table migration that was missing from the migration history
(previously applied locally via db push but never migrated for production).
2026-03-09 17:59:17 -05:00
HoloPanio c0a4d4f919 feat: add CW members, opportunity create/update, and integrator interceptor 2026-03-07 18:15:17 -06:00
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