HorizonStackSoftware/optima
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e764932c39328fe34dbbc8f6434980447f21d7da
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5 Commits

Author SHA1 Message Date
HoloPanio e764932c39 feat: expand sales opportunity workflow and metrics APIs 2026-03-15 23:38:56 -05:00
HoloPanio 5afda8cb34 Add taxableFlag to product updates, QUO-Narrative quote fallback, and orphan reconciliation 
- Add taxableFlag boolean field to product update schema and forecast patch
- Fall back to QUO-Narrative product customerDescription for quote narrative
- Reconcile orphaned local opportunity records not found in CW during refresh
- Invalidate caches for removed orphaned opportunities
- Add reconciled event and orphanedCount to refresh events
- Update API_ROUTES.md with taxableFlag field documentation
 2026-03-09 17:48:47 -05:00
HoloPanio f53b390e18 feat: add opportunity workflows, delete routes, company sites, algorithms, and expanded test coverage 2026-03-09 02:56:08 -05:00
HoloPanio c0a4d4f919 feat: add CW members, opportunity create/update, and integrator interceptor 2026-03-07 18:15:17 -06:00
HoloPanio 1907bb433b feat: restructure sales, add PDF quote generation and WebSocket support 2026-03-06 23:25:37 -06:00