HorizonStackSoftware/optima
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v0.1.10
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9 Commits

Author SHA1 Message Date
HoloPanio 6d935e7180 feat: Redis opportunity cache, CW API retry/logging, adaptive TTLs 
- Add Redis-backed opportunity cache with background refresh (30s interval)
- Fix concurrency bug: use lazy thunks instead of eager promises for batching
- Add withCwRetry utility with exponential backoff for transient CW errors
- Add adaptive TTL algorithms (primary, sub-resource, products) based on opportunity activity
- Add include query param on GET /sales/opportunities/:id (notes,contacts,products)
- Add opt-in CW API logger (LOG_CW_API env var) with timestamped files in cw-api-logs/
- Add debug-scripts/analyze-cw-calls.py for API call analysis
- Add computeSubResourceCacheTTL and computeProductsCacheTTL algorithms with tests
- Increase CW API timeout from 15s to 30s
- Unblock cache refresh from startup chain (remove await)
- Prioritize recently updated opportunities in refresh cycle
- Add CACHING.md documentation
- Update API_ROUTES.md with caching details and include param
- Update copilot instructions to require CACHING.md sync
- Add dev:log script for CW API call logging during development
 2026-03-02 23:23:24 -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 49faf97c9b switch to PKCS#8 key format for Bun compatibility 2026-02-25 22:14:19 -06:00
HoloPanio db9b722929 release workflow 2026-02-24 18:30:45 -06:00
HoloPanio 06e021f8a1 Version 2026-02-24 17:53:43 -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 4be36e6ca0 untested WIP 2026-01-24 16:59:50 -06:00