18 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
HoloPanio 4efca6cc53 Add sales item labor/product route updates and permission docs 2026-03-04 18:43:54 -06:00
HoloPanio d5c22c8eff Add special-order product flow for sales opportunities 2026-03-04 00:11:40 -06:00
HoloPanio a048e1e824 feat: add CW callback route and optimize cache refresh workflows 2026-03-03 19:46:48 -06:00
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 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 b1f6462ac3 Fix UserController permission serialization and include current updates 2026-02-27 14:38:22 -06:00
HoloPanio db9b722929 release workflow 2026-02-24 18:30:45 -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 987a1c8a6a roles 2026-02-17 21:53:14 -06:00
HoloPanio 6d951e426d MAKING CREDENTIALS WORKS 2026-02-15 16:38:04 -06:00
HoloPanio cdae4d47a4 CREDENTIAL TYPE MANAGEMENT WORKS 2026-02-14 15:15:49 -06:00