feat(migrate): add migration for time entries, activity, and related tables

- api: remove stray console.log debug lines across fetch routes, controllers, and workflow dispatch
- api: refactor OpportunityController and cwProbabilityCache
- api: add workflow history endpoint updates
- ui: overhaul opportunity detail page styles and layout
- ui: remove DiscountsTab (consolidated elsewhere), update ProductsTab
- ui: improve catalog page with inventory popover
- ui: update sales API module and server-side page loader
- ui: add sleepy-cat asset, simplify NoResultsMonkey component

README.md

@@ -1,3 +1,2 @@
 # optima
 The primary repository for Optima.
-

api/PERMISSIONS.md

@@ -164,6 +164,7 @@ Permissions for accessing and managing sales opportunities. Opportunities are sy
 | `sales.opportunity.product.add.labor`           | Add labor products via the dedicated labor route with Field/Tech catalog selection and labor pricing inputs.                                                 | [src/api/sales/opportunities/[id]/products/addLabor.ts](src/api/sales/opportunities/[id]/products/addLabor.ts), [src/api/sales/opportunities/[id]/products/laborOptions.ts](src/api/sales/opportunities/[id]/products/laborOptions.ts)                                                                                                                                                                                                                                                                                                                                                                                         | `sales.opportunity.fetch`      |
 | `sales.opportunity.quote.fetch`                 | Fetch all committed quotes for an opportunity.                                                                                                               | [src/api/sales/opportunities/[id]/quotes/fetchAll.ts](src/api/sales/opportunities/[id]/quotes/fetchAll.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | `sales.opportunity.fetch`      |
 | `sales.opportunity.quote.commit`                | Generate and store a finalized quote PDF for an opportunity with regeneration metadata and creator attribution.                                              | [src/api/sales/opportunities/[id]/quotes/commit.ts](src/api/sales/opportunities/[id]/quotes/commit.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | `sales.opportunity.fetch`      |
+| `sales.opportunity.quote.commit.backgenerate`   | Generate a quote on an opportunity that is in a workflow state other than New or Active (e.g. PendingWon, QuoteSent). Without this permission, quote generation is restricted to the New and Active states only. | [src/api/sales/opportunities/[id]/quotes/commit.ts](src/api/sales/opportunities/[id]/quotes/commit.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | `sales.opportunity.quote.commit` |
 | `sales.opportunity.quote.preview`               | Generate a preview-stamped quote PDF for an opportunity without storing it.                                                                                  | [src/api/sales/opportunities/[id]/quotes/preview.ts](src/api/sales/opportunities/[id]/quotes/preview.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       | `sales.opportunity.fetch`      |
 | `sales.opportunity.quote.download`              | Download a committed quote PDF. Each download is recorded with timestamp and user info.                                                                      | [src/api/sales/opportunities/[id]/quotes/download.ts](src/api/sales/opportunities/[id]/quotes/download.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | `sales.opportunity.fetch`      |
 | `sales.opportunity.quote.fetch_downloads`       | Fetch download/print history for all quotes on an opportunity. Admin-level permission.                                                                       | [src/api/sales/opportunities/[id]/quotes/fetchDownloads.ts](src/api/sales/opportunities/[id]/quotes/fetchDownloads.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | `sales.opportunity.fetch`      |

api/generated/prisma/browser.ts

@@ -212,6 +212,51 @@ export type ScheduleSpan = Prisma.ScheduleSpanModel
  * 
  */
 export type Schedule = Prisma.ScheduleModel
+/**
+ * Model Activity
+ * 
+ */
+export type Activity = Prisma.ActivityModel
+/**
+ * Model ActivityNotes
+ * 
+ */
+export type ActivityNotes = Prisma.ActivityNotesModel
+/**
+ * Model ActivityType
+ * 
+ */
+export type ActivityType = Prisma.ActivityTypeModel
+/**
+ * Model ActivityStatus
+ * 
+ */
+export type ActivityStatus = Prisma.ActivityStatusModel
+/**
+ * Model TimeEntry
+ * 
+ */
+export type TimeEntry = Prisma.TimeEntryModel
+/**
+ * Model TimeEntryStatus
+ * 
+ */
+export type TimeEntryStatus = Prisma.TimeEntryStatusModel
+/**
+ * Model TimeEntryChargeCode
+ * 
+ */
+export type TimeEntryChargeCode = Prisma.TimeEntryChargeCodeModel
+/**
+ * Model TimeActivityClass
+ * 
+ */
+export type TimeActivityClass = Prisma.TimeActivityClassModel
+/**
+ * Model TimeActivityType
+ * 
+ */
+export type TimeActivityType = Prisma.TimeActivityTypeModel
 /**
  * Model CredentialType
  * 
@@ -242,3 +287,8 @@ export type TaxCode = Prisma.TaxCodeModel
  * 
  */
 export type CwMember = Prisma.CwMemberModel
+/**
+ * Model CwMemberType
+ * 
+ */
+export type CwMemberType = Prisma.CwMemberTypeModel

api/generated/prisma/client.ts

@@ -236,6 +236,51 @@ export type ScheduleSpan = Prisma.ScheduleSpanModel
  * 
  */
 export type Schedule = Prisma.ScheduleModel
+/**
+ * Model Activity
+ * 
+ */
+export type Activity = Prisma.ActivityModel
+/**
+ * Model ActivityNotes
+ * 
+ */
+export type ActivityNotes = Prisma.ActivityNotesModel
+/**
+ * Model ActivityType
+ * 
+ */
+export type ActivityType = Prisma.ActivityTypeModel
+/**
+ * Model ActivityStatus
+ * 
+ */
+export type ActivityStatus = Prisma.ActivityStatusModel
+/**
+ * Model TimeEntry
+ * 
+ */
+export type TimeEntry = Prisma.TimeEntryModel
+/**
+ * Model TimeEntryStatus
+ * 
+ */
+export type TimeEntryStatus = Prisma.TimeEntryStatusModel
+/**
+ * Model TimeEntryChargeCode
+ * 
+ */
+export type TimeEntryChargeCode = Prisma.TimeEntryChargeCodeModel
+/**
+ * Model TimeActivityClass
+ * 
+ */
+export type TimeActivityClass = Prisma.TimeActivityClassModel
+/**
+ * Model TimeActivityType
+ * 
+ */
+export type TimeActivityType = Prisma.TimeActivityTypeModel
 /**
  * Model CredentialType
  * 
@@ -266,3 +311,8 @@ export type TaxCode = Prisma.TaxCodeModel
  * 
  */
 export type CwMember = Prisma.CwMemberModel
+/**
+ * Model CwMemberType
+ * 
+ */
+export type CwMemberType = Prisma.CwMemberTypeModel

api/generated/prisma/internal/prismaNamespaceBrowser.ts

@@ -90,12 +90,22 @@ export const ModelName = {
   ScheduleType: 'ScheduleType',
   ScheduleSpan: 'ScheduleSpan',
   Schedule: 'Schedule',
+  Activity: 'Activity',
+  ActivityNotes: 'ActivityNotes',
+  ActivityType: 'ActivityType',
+  ActivityStatus: 'ActivityStatus',
+  TimeEntry: 'TimeEntry',
+  TimeEntryStatus: 'TimeEntryStatus',
+  TimeEntryChargeCode: 'TimeEntryChargeCode',
+  TimeActivityClass: 'TimeActivityClass',
+  TimeActivityType: 'TimeActivityType',
   CredentialType: 'CredentialType',
   SecureValue: 'SecureValue',
   Credential: 'Credential',
   GeneratedQuotes: 'GeneratedQuotes',
   TaxCode: 'TaxCode',
-  CwMember: 'CwMember'
+  CwMember: 'CwMember',
+  CwMemberType: 'CwMemberType'
 } as const
 
 export type ModelName = (typeof ModelName)[keyof typeof ModelName]
@@ -888,6 +898,204 @@ export const ScheduleScalarFieldEnum = {
 export type ScheduleScalarFieldEnum = (typeof ScheduleScalarFieldEnum)[keyof typeof ScheduleScalarFieldEnum]
 
 
+export const ActivityScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  subject: 'subject',
+  startTime: 'startTime',
+  endTime: 'endTime',
+  assignToId: 'assignToId',
+  assignedById: 'assignedById',
+  enteredBy: 'enteredBy',
+  automated: 'automated',
+  closedFlag: 'closedFlag',
+  notifyCompleteFlag: 'notifyCompleteFlag',
+  notificationSentFlat: 'notificationSentFlat',
+  opportunityId: 'opportunityId',
+  serviceTicketId: 'serviceTicketId',
+  contactId: 'contactId',
+  companyId: 'companyId',
+  activityTypeId: 'activityTypeId',
+  activityStatusId: 'activityStatusId',
+  createdById: 'createdById',
+  updatedById: 'updatedById',
+  closedById: 'closedById',
+  closedAt: 'closedAt',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type ActivityScalarFieldEnum = (typeof ActivityScalarFieldEnum)[keyof typeof ActivityScalarFieldEnum]
+
+
+export const ActivityNotesScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  notes: 'notes',
+  activityId: 'activityId',
+  internalAnalysisFlag: 'internalAnalysisFlag',
+  enteredById: 'enteredById',
+  updatedById: 'updatedById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type ActivityNotesScalarFieldEnum = (typeof ActivityNotesScalarFieldEnum)[keyof typeof ActivityNotesScalarFieldEnum]
+
+
+export const ActivityTypeScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  name: 'name',
+  description: 'description',
+  inactiveFlag: 'inactiveFlag',
+  historyFlag: 'historyFlag',
+  defaultFlag: 'defaultFlag',
+  importFlag: 'importFlag',
+  emailFlag: 'emailFlag',
+  memoFlag: 'memoFlag',
+  pointsValue: 'pointsValue',
+  updatedById: 'updatedById',
+  createdById: 'createdById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type ActivityTypeScalarFieldEnum = (typeof ActivityTypeScalarFieldEnum)[keyof typeof ActivityTypeScalarFieldEnum]
+
+
+export const ActivityStatusScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  name: 'name',
+  description: 'description',
+  closedFlag: 'closedFlag',
+  inactiveFlag: 'inactiveFlag',
+  defaultFlag: 'defaultFlag',
+  spawnFollowupFlag: 'spawnFollowupFlag',
+  updatedById: 'updatedById',
+  createdById: 'createdById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type ActivityStatusScalarFieldEnum = (typeof ActivityStatusScalarFieldEnum)[keyof typeof ActivityStatusScalarFieldEnum]
+
+
+export const TimeEntryScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  memberId: 'memberId',
+  serviceTicketId: 'serviceTicketId',
+  activityId: 'activityId',
+  projectId: 'projectId',
+  chargeCodeId: 'chargeCodeId',
+  companyId: 'companyId',
+  statusId: 'statusId',
+  locationId: 'locationId',
+  contactId: 'contactId',
+  dateStart: 'dateStart',
+  timeStart: 'timeStart',
+  timeEnd: 'timeEnd',
+  notes: 'notes',
+  notesMd: 'notesMd',
+  internalNote: 'internalNote',
+  billableHours: 'billableHours',
+  actualHours: 'actualHours',
+  invoicedHours: 'invoicedHours',
+  deductedHours: 'deductedHours',
+  hourlyRate: 'hourlyRate',
+  effectiveRate: 'effectiveRate',
+  issueFlag: 'issueFlag',
+  mergedFlag: 'mergedFlag',
+  invoiceFlag: 'invoiceFlag',
+  billableFlag: 'billableFlag',
+  documentFlag: 'documentFlag',
+  teProblemFlag: 'teProblemFlag',
+  teResolutionFlag: 'teResolutionFlag',
+  teInternalAnalysisFlag: 'teInternalAnalysisFlag',
+  chargeToRecId: 'chargeToRecId',
+  chargeToType: 'chargeToType',
+  createdById: 'createdById',
+  updatedById: 'updatedById',
+  originalAuthorId: 'originalAuthorId',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type TimeEntryScalarFieldEnum = (typeof TimeEntryScalarFieldEnum)[keyof typeof TimeEntryScalarFieldEnum]
+
+
+export const TimeEntryStatusScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  statusId: 'statusId',
+  description: 'description',
+  action: 'action',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type TimeEntryStatusScalarFieldEnum = (typeof TimeEntryStatusScalarFieldEnum)[keyof typeof TimeEntryStatusScalarFieldEnum]
+
+
+export const TimeEntryChargeCodeScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  chargeCodeId: 'chargeCodeId',
+  description: 'description',
+  expenseFlag: 'expenseFlag',
+  timeFlag: 'timeFlag',
+  billableFlag: 'billableFlag',
+  invoiceFlag: 'invoiceFlag',
+  updatedById: 'updatedById',
+  createdById: 'createdById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type TimeEntryChargeCodeScalarFieldEnum = (typeof TimeEntryChargeCodeScalarFieldEnum)[keyof typeof TimeEntryChargeCodeScalarFieldEnum]
+
+
+export const TimeActivityClassScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  description: 'description',
+  hourlyRate: 'hourlyRate',
+  inactiveFlag: 'inactiveFlag',
+  taxExemptFlag: 'taxExemptFlag',
+  createdById: 'createdById',
+  updatedById: 'updatedById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type TimeActivityClassScalarFieldEnum = (typeof TimeActivityClassScalarFieldEnum)[keyof typeof TimeActivityClassScalarFieldEnum]
+
+
+export const TimeActivityTypeScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  description: 'description',
+  minHours: 'minHours',
+  maxHours: 'maxHours',
+  rate: 'rate',
+  costMultiplier: 'costMultiplier',
+  inactiveFlag: 'inactiveFlag',
+  invoiceFlag: 'invoiceFlag',
+  billableFlag: 'billableFlag',
+  utilizationFlag: 'utilizationFlag',
+  defaultFlag: 'defaultFlag',
+  multiplierFlag: 'multiplierFlag',
+  createdById: 'createdById',
+  updatedById: 'updatedById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type TimeActivityTypeScalarFieldEnum = (typeof TimeActivityTypeScalarFieldEnum)[keyof typeof TimeActivityTypeScalarFieldEnum]
+
+
 export const CredentialTypeScalarFieldEnum = {
   id: 'id',
   name: 'name',
@@ -980,6 +1188,20 @@ export const CwMemberScalarFieldEnum = {
 export type CwMemberScalarFieldEnum = (typeof CwMemberScalarFieldEnum)[keyof typeof CwMemberScalarFieldEnum]
 
 
+export const CwMemberTypeScalarFieldEnum = {
+  id: 'id',
+  uid: 'uid',
+  description: 'description',
+  inactiveFlag: 'inactiveFlag',
+  updatedById: 'updatedById',
+  createdById: 'createdById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type CwMemberTypeScalarFieldEnum = (typeof CwMemberTypeScalarFieldEnum)[keyof typeof CwMemberTypeScalarFieldEnum]
+
+
 export const SortOrder = {
   asc: 'asc',
   desc: 'desc'

api/generated/prisma/models.ts

@@ -47,10 +47,20 @@ export type * from './models/ScheduleStatus.ts'
 export type * from './models/ScheduleType.ts'
 export type * from './models/ScheduleSpan.ts'
 export type * from './models/Schedule.ts'
+export type * from './models/Activity.ts'
+export type * from './models/ActivityNotes.ts'
+export type * from './models/ActivityType.ts'
+export type * from './models/ActivityStatus.ts'
+export type * from './models/TimeEntry.ts'
+export type * from './models/TimeEntryStatus.ts'
+export type * from './models/TimeEntryChargeCode.ts'
+export type * from './models/TimeActivityClass.ts'
+export type * from './models/TimeActivityType.ts'
 export type * from './models/CredentialType.ts'
 export type * from './models/SecureValue.ts'
 export type * from './models/Credential.ts'
 export type * from './models/GeneratedQuotes.ts'
 export type * from './models/TaxCode.ts'
 export type * from './models/CwMember.ts'
+export type * from './models/CwMemberType.ts'
 export type * from './commonInputTypes.ts'

api/generated/prisma/models/Company.ts

@@ -293,6 +293,8 @@ export type CompanyWhereInput = {
   credentials?: Prisma.CredentialListRelationFilter
   unifiSites?: Prisma.UnifiSiteListRelationFilter
   opportunities?: Prisma.OpportunityListRelationFilter
+  timeEntries?: Prisma.TimeEntryListRelationFilter
+  activities?: Prisma.ActivityListRelationFilter
   deletedBy?: Prisma.XOR<Prisma.UserNullableScalarRelationFilter, Prisma.UserWhereInput> | null
   enteredBy?: Prisma.XOR<Prisma.UserNullableScalarRelationFilter, Prisma.UserWhereInput> | null
   serviceTickets?: Prisma.ServiceTicketListRelationFilter
@@ -319,6 +321,8 @@ export type CompanyOrderByWithRelationInput = {
   credentials?: Prisma.CredentialOrderByRelationAggregateInput
   unifiSites?: Prisma.UnifiSiteOrderByRelationAggregateInput
   opportunities?: Prisma.OpportunityOrderByRelationAggregateInput
+  timeEntries?: Prisma.TimeEntryOrderByRelationAggregateInput
+  activities?: Prisma.ActivityOrderByRelationAggregateInput
   deletedBy?: Prisma.UserOrderByWithRelationInput
   enteredBy?: Prisma.UserOrderByWithRelationInput
   serviceTickets?: Prisma.ServiceTicketOrderByRelationAggregateInput
@@ -348,6 +352,8 @@ export type CompanyWhereUniqueInput = Prisma.AtLeast<{
   credentials?: Prisma.CredentialListRelationFilter
   unifiSites?: Prisma.UnifiSiteListRelationFilter
   opportunities?: Prisma.OpportunityListRelationFilter
+  timeEntries?: Prisma.TimeEntryListRelationFilter
+  activities?: Prisma.ActivityListRelationFilter
   deletedBy?: Prisma.XOR<Prisma.UserNullableScalarRelationFilter, Prisma.UserWhereInput> | null
   enteredBy?: Prisma.XOR<Prisma.UserNullableScalarRelationFilter, Prisma.UserWhereInput> | null
   serviceTickets?: Prisma.ServiceTicketListRelationFilter
@@ -414,6 +420,8 @@ export type CompanyCreateInput = {
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
@@ -440,6 +448,8 @@ export type CompanyUncheckedCreateInput = {
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -462,6 +472,8 @@ export type CompanyUpdateInput = {
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
@@ -488,6 +500,8 @@ export type CompanyUncheckedUpdateInput = {
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -798,6 +812,36 @@ export type CompanyUpdateOneWithoutOpportunitiesNestedInput = {
   update?: Prisma.XOR<Prisma.XOR<Prisma.CompanyUpdateToOneWithWhereWithoutOpportunitiesInput, Prisma.CompanyUpdateWithoutOpportunitiesInput>, Prisma.CompanyUncheckedUpdateWithoutOpportunitiesInput>
 }
 
+export type CompanyCreateNestedOneWithoutActivitiesInput = {
+  create?: Prisma.XOR<Prisma.CompanyCreateWithoutActivitiesInput, Prisma.CompanyUncheckedCreateWithoutActivitiesInput>
+  connectOrCreate?: Prisma.CompanyCreateOrConnectWithoutActivitiesInput
+  connect?: Prisma.CompanyWhereUniqueInput
+}
+
+export type CompanyUpdateOneWithoutActivitiesNestedInput = {
+  create?: Prisma.XOR<Prisma.CompanyCreateWithoutActivitiesInput, Prisma.CompanyUncheckedCreateWithoutActivitiesInput>
+  connectOrCreate?: Prisma.CompanyCreateOrConnectWithoutActivitiesInput
+  upsert?: Prisma.CompanyUpsertWithoutActivitiesInput
+  disconnect?: Prisma.CompanyWhereInput | boolean
+  delete?: Prisma.CompanyWhereInput | boolean
+  connect?: Prisma.CompanyWhereUniqueInput
+  update?: Prisma.XOR<Prisma.XOR<Prisma.CompanyUpdateToOneWithWhereWithoutActivitiesInput, Prisma.CompanyUpdateWithoutActivitiesInput>, Prisma.CompanyUncheckedUpdateWithoutActivitiesInput>
+}
+
+export type CompanyCreateNestedOneWithoutTimeEntriesInput = {
+  create?: Prisma.XOR<Prisma.CompanyCreateWithoutTimeEntriesInput, Prisma.CompanyUncheckedCreateWithoutTimeEntriesInput>
+  connectOrCreate?: Prisma.CompanyCreateOrConnectWithoutTimeEntriesInput
+  connect?: Prisma.CompanyWhereUniqueInput
+}
+
+export type CompanyUpdateOneRequiredWithoutTimeEntriesNestedInput = {
+  create?: Prisma.XOR<Prisma.CompanyCreateWithoutTimeEntriesInput, Prisma.CompanyUncheckedCreateWithoutTimeEntriesInput>
+  connectOrCreate?: Prisma.CompanyCreateOrConnectWithoutTimeEntriesInput
+  upsert?: Prisma.CompanyUpsertWithoutTimeEntriesInput
+  connect?: Prisma.CompanyWhereUniqueInput
+  update?: Prisma.XOR<Prisma.XOR<Prisma.CompanyUpdateToOneWithWhereWithoutTimeEntriesInput, Prisma.CompanyUpdateWithoutTimeEntriesInput>, Prisma.CompanyUncheckedUpdateWithoutTimeEntriesInput>
+}
+
 export type CompanyCreateNestedOneWithoutCredentialsInput = {
   create?: Prisma.XOR<Prisma.CompanyCreateWithoutCredentialsInput, Prisma.CompanyUncheckedCreateWithoutCredentialsInput>
   connectOrCreate?: Prisma.CompanyCreateOrConnectWithoutCredentialsInput
@@ -830,6 +874,8 @@ export type CompanyCreateWithoutDeletedByInput = {
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutBillingCompanyInput
@@ -854,6 +900,8 @@ export type CompanyUncheckedCreateWithoutDeletedByInput = {
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -886,6 +934,8 @@ export type CompanyCreateWithoutEnteredByInput = {
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutBillingCompanyInput
@@ -910,6 +960,8 @@ export type CompanyUncheckedCreateWithoutEnteredByInput = {
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -993,6 +1045,8 @@ export type CompanyCreateWithoutUnifiSitesInput = {
   companyAddresses?: Prisma.CompanyAddressCreateNestedManyWithoutCompanyInput
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
@@ -1018,6 +1072,8 @@ export type CompanyUncheckedCreateWithoutUnifiSitesInput = {
   companyAddresses?: Prisma.CompanyAddressUncheckedCreateNestedManyWithoutCompanyInput
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -1055,6 +1111,8 @@ export type CompanyUpdateWithoutUnifiSitesInput = {
   companyAddresses?: Prisma.CompanyAddressUpdateManyWithoutCompanyNestedInput
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
@@ -1080,6 +1138,8 @@ export type CompanyUncheckedUpdateWithoutUnifiSitesInput = {
   companyAddresses?: Prisma.CompanyAddressUncheckedUpdateManyWithoutCompanyNestedInput
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -1101,6 +1161,8 @@ export type CompanyCreateWithoutCompanyAddressesInput = {
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
@@ -1126,6 +1188,8 @@ export type CompanyUncheckedCreateWithoutCompanyAddressesInput = {
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -1163,6 +1227,8 @@ export type CompanyUpdateWithoutCompanyAddressesInput = {
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
@@ -1188,6 +1254,8 @@ export type CompanyUncheckedUpdateWithoutCompanyAddressesInput = {
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -1209,6 +1277,8 @@ export type CompanyCreateWithoutContactsInput = {
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
@@ -1234,6 +1304,8 @@ export type CompanyUncheckedCreateWithoutContactsInput = {
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -1271,6 +1343,8 @@ export type CompanyUpdateWithoutContactsInput = {
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
@@ -1296,6 +1370,8 @@ export type CompanyUncheckedUpdateWithoutContactsInput = {
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -1318,6 +1394,8 @@ export type CompanyCreateWithoutServiceTicketsInput = {
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   billingServiceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutBillingCompanyInput
@@ -1343,6 +1421,8 @@ export type CompanyUncheckedCreateWithoutServiceTicketsInput = {
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
 
@@ -1369,6 +1449,8 @@ export type CompanyCreateWithoutBillingServiceTicketsInput = {
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
@@ -1394,6 +1476,8 @@ export type CompanyUncheckedCreateWithoutBillingServiceTicketsInput = {
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
 }
 
@@ -1431,6 +1515,8 @@ export type CompanyUpdateWithoutServiceTicketsInput = {
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUpdateManyWithoutBillingCompanyNestedInput
@@ -1456,6 +1542,8 @@ export type CompanyUncheckedUpdateWithoutServiceTicketsInput = {
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
 
@@ -1488,6 +1576,8 @@ export type CompanyUpdateWithoutBillingServiceTicketsInput = {
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
@@ -1513,6 +1603,8 @@ export type CompanyUncheckedUpdateWithoutBillingServiceTicketsInput = {
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
 }
 
@@ -1533,6 +1625,8 @@ export type CompanyCreateWithoutOpportunitiesInput = {
   companyAddresses?: Prisma.CompanyAddressCreateNestedManyWithoutCompanyInput
   credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
@@ -1558,6 +1652,8 @@ export type CompanyUncheckedCreateWithoutOpportunitiesInput = {
   companyAddresses?: Prisma.CompanyAddressUncheckedCreateNestedManyWithoutCompanyInput
   credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -1595,6 +1691,8 @@ export type CompanyUpdateWithoutOpportunitiesInput = {
   companyAddresses?: Prisma.CompanyAddressUpdateManyWithoutCompanyNestedInput
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
@@ -1620,6 +1718,240 @@ export type CompanyUncheckedUpdateWithoutOpportunitiesInput = {
   companyAddresses?: Prisma.CompanyAddressUncheckedUpdateManyWithoutCompanyNestedInput
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
+  serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
+  billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
+}
+
+export type CompanyCreateWithoutActivitiesInput = {
+  id: number
+  uid?: string
+  name: string
+  phone?: string | null
+  website?: string | null
+  deleteFlag?: boolean
+  dateDeleted?: Date | string | null
+  taxId?: string | null
+  taxExempt?: boolean
+  deletedAt?: Date | string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+  contacts?: Prisma.ContactCreateNestedManyWithoutCompanyInput
+  companyAddresses?: Prisma.CompanyAddressCreateNestedManyWithoutCompanyInput
+  credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
+  unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
+  opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
+  enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
+  serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
+  billingServiceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutBillingCompanyInput
+}
+
+export type CompanyUncheckedCreateWithoutActivitiesInput = {
+  id: number
+  uid?: string
+  name: string
+  phone?: string | null
+  website?: string | null
+  deleteFlag?: boolean
+  dateDeleted?: Date | string | null
+  taxId?: string | null
+  taxExempt?: boolean
+  enteredById?: string | null
+  deletedById?: string | null
+  deletedAt?: Date | string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+  contacts?: Prisma.ContactUncheckedCreateNestedManyWithoutCompanyInput
+  companyAddresses?: Prisma.CompanyAddressUncheckedCreateNestedManyWithoutCompanyInput
+  credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
+  unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
+  opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
+  billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
+}
+
+export type CompanyCreateOrConnectWithoutActivitiesInput = {
+  where: Prisma.CompanyWhereUniqueInput
+  create: Prisma.XOR<Prisma.CompanyCreateWithoutActivitiesInput, Prisma.CompanyUncheckedCreateWithoutActivitiesInput>
+}
+
+export type CompanyUpsertWithoutActivitiesInput = {
+  update: Prisma.XOR<Prisma.CompanyUpdateWithoutActivitiesInput, Prisma.CompanyUncheckedUpdateWithoutActivitiesInput>
+  create: Prisma.XOR<Prisma.CompanyCreateWithoutActivitiesInput, Prisma.CompanyUncheckedCreateWithoutActivitiesInput>
+  where?: Prisma.CompanyWhereInput
+}
+
+export type CompanyUpdateToOneWithWhereWithoutActivitiesInput = {
+  where?: Prisma.CompanyWhereInput
+  data: Prisma.XOR<Prisma.CompanyUpdateWithoutActivitiesInput, Prisma.CompanyUncheckedUpdateWithoutActivitiesInput>
+}
+
+export type CompanyUpdateWithoutActivitiesInput = {
+  id?: Prisma.IntFieldUpdateOperationsInput | number
+  uid?: Prisma.StringFieldUpdateOperationsInput | string
+  name?: Prisma.StringFieldUpdateOperationsInput | string
+  phone?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  website?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deleteFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  dateDeleted?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  taxId?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  taxExempt?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  deletedAt?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  contacts?: Prisma.ContactUpdateManyWithoutCompanyNestedInput
+  companyAddresses?: Prisma.CompanyAddressUpdateManyWithoutCompanyNestedInput
+  credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
+  unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
+  opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
+  enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
+  serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
+  billingServiceTickets?: Prisma.ServiceTicketUpdateManyWithoutBillingCompanyNestedInput
+}
+
+export type CompanyUncheckedUpdateWithoutActivitiesInput = {
+  id?: Prisma.IntFieldUpdateOperationsInput | number
+  uid?: Prisma.StringFieldUpdateOperationsInput | string
+  name?: Prisma.StringFieldUpdateOperationsInput | string
+  phone?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  website?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deleteFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  dateDeleted?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  taxId?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  taxExempt?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  enteredById?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deletedById?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deletedAt?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  contacts?: Prisma.ContactUncheckedUpdateManyWithoutCompanyNestedInput
+  companyAddresses?: Prisma.CompanyAddressUncheckedUpdateManyWithoutCompanyNestedInput
+  credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
+  unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
+  opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
+  billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
+}
+
+export type CompanyCreateWithoutTimeEntriesInput = {
+  id: number
+  uid?: string
+  name: string
+  phone?: string | null
+  website?: string | null
+  deleteFlag?: boolean
+  dateDeleted?: Date | string | null
+  taxId?: string | null
+  taxExempt?: boolean
+  deletedAt?: Date | string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+  contacts?: Prisma.ContactCreateNestedManyWithoutCompanyInput
+  companyAddresses?: Prisma.CompanyAddressCreateNestedManyWithoutCompanyInput
+  credentials?: Prisma.CredentialCreateNestedManyWithoutCompanyInput
+  unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
+  opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
+  deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
+  enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
+  serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
+  billingServiceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutBillingCompanyInput
+}
+
+export type CompanyUncheckedCreateWithoutTimeEntriesInput = {
+  id: number
+  uid?: string
+  name: string
+  phone?: string | null
+  website?: string | null
+  deleteFlag?: boolean
+  dateDeleted?: Date | string | null
+  taxId?: string | null
+  taxExempt?: boolean
+  enteredById?: string | null
+  deletedById?: string | null
+  deletedAt?: Date | string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+  contacts?: Prisma.ContactUncheckedCreateNestedManyWithoutCompanyInput
+  companyAddresses?: Prisma.CompanyAddressUncheckedCreateNestedManyWithoutCompanyInput
+  credentials?: Prisma.CredentialUncheckedCreateNestedManyWithoutCompanyInput
+  unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
+  opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
+  serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
+  billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
+}
+
+export type CompanyCreateOrConnectWithoutTimeEntriesInput = {
+  where: Prisma.CompanyWhereUniqueInput
+  create: Prisma.XOR<Prisma.CompanyCreateWithoutTimeEntriesInput, Prisma.CompanyUncheckedCreateWithoutTimeEntriesInput>
+}
+
+export type CompanyUpsertWithoutTimeEntriesInput = {
+  update: Prisma.XOR<Prisma.CompanyUpdateWithoutTimeEntriesInput, Prisma.CompanyUncheckedUpdateWithoutTimeEntriesInput>
+  create: Prisma.XOR<Prisma.CompanyCreateWithoutTimeEntriesInput, Prisma.CompanyUncheckedCreateWithoutTimeEntriesInput>
+  where?: Prisma.CompanyWhereInput
+}
+
+export type CompanyUpdateToOneWithWhereWithoutTimeEntriesInput = {
+  where?: Prisma.CompanyWhereInput
+  data: Prisma.XOR<Prisma.CompanyUpdateWithoutTimeEntriesInput, Prisma.CompanyUncheckedUpdateWithoutTimeEntriesInput>
+}
+
+export type CompanyUpdateWithoutTimeEntriesInput = {
+  id?: Prisma.IntFieldUpdateOperationsInput | number
+  uid?: Prisma.StringFieldUpdateOperationsInput | string
+  name?: Prisma.StringFieldUpdateOperationsInput | string
+  phone?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  website?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deleteFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  dateDeleted?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  taxId?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  taxExempt?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  deletedAt?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  contacts?: Prisma.ContactUpdateManyWithoutCompanyNestedInput
+  companyAddresses?: Prisma.CompanyAddressUpdateManyWithoutCompanyNestedInput
+  credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
+  unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
+  opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
+  deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
+  enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
+  serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
+  billingServiceTickets?: Prisma.ServiceTicketUpdateManyWithoutBillingCompanyNestedInput
+}
+
+export type CompanyUncheckedUpdateWithoutTimeEntriesInput = {
+  id?: Prisma.IntFieldUpdateOperationsInput | number
+  uid?: Prisma.StringFieldUpdateOperationsInput | string
+  name?: Prisma.StringFieldUpdateOperationsInput | string
+  phone?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  website?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deleteFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  dateDeleted?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  taxId?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  taxExempt?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  enteredById?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deletedById?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  deletedAt?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  contacts?: Prisma.ContactUncheckedUpdateManyWithoutCompanyNestedInput
+  companyAddresses?: Prisma.CompanyAddressUncheckedUpdateManyWithoutCompanyNestedInput
+  credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
+  unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
+  opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -1641,6 +1973,8 @@ export type CompanyCreateWithoutCredentialsInput = {
   companyAddresses?: Prisma.CompanyAddressCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityCreateNestedManyWithoutCompanyInput
   deletedBy?: Prisma.UserCreateNestedOneWithoutCompaniesDeletedInput
   enteredBy?: Prisma.UserCreateNestedOneWithoutCompaniesEnteredInput
   serviceTickets?: Prisma.ServiceTicketCreateNestedManyWithoutCompanyInput
@@ -1666,6 +2000,8 @@ export type CompanyUncheckedCreateWithoutCredentialsInput = {
   companyAddresses?: Prisma.CompanyAddressUncheckedCreateNestedManyWithoutCompanyInput
   unifiSites?: Prisma.UnifiSiteUncheckedCreateNestedManyWithoutCompanyInput
   opportunities?: Prisma.OpportunityUncheckedCreateNestedManyWithoutCompanyInput
+  timeEntries?: Prisma.TimeEntryUncheckedCreateNestedManyWithoutCompanyInput
+  activities?: Prisma.ActivityUncheckedCreateNestedManyWithoutCompanyInput
   serviceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutCompanyInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedCreateNestedManyWithoutBillingCompanyInput
 }
@@ -1703,6 +2039,8 @@ export type CompanyUpdateWithoutCredentialsInput = {
   companyAddresses?: Prisma.CompanyAddressUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
@@ -1728,6 +2066,8 @@ export type CompanyUncheckedUpdateWithoutCredentialsInput = {
   companyAddresses?: Prisma.CompanyAddressUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -1782,6 +2122,8 @@ export type CompanyUpdateWithoutDeletedByInput = {
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   enteredBy?: Prisma.UserUpdateOneWithoutCompaniesEnteredNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUpdateManyWithoutBillingCompanyNestedInput
@@ -1806,6 +2148,8 @@ export type CompanyUncheckedUpdateWithoutDeletedByInput = {
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -1844,6 +2188,8 @@ export type CompanyUpdateWithoutEnteredByInput = {
   credentials?: Prisma.CredentialUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUpdateManyWithoutCompanyNestedInput
   deletedBy?: Prisma.UserUpdateOneWithoutCompaniesDeletedNestedInput
   serviceTickets?: Prisma.ServiceTicketUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUpdateManyWithoutBillingCompanyNestedInput
@@ -1868,6 +2214,8 @@ export type CompanyUncheckedUpdateWithoutEnteredByInput = {
   credentials?: Prisma.CredentialUncheckedUpdateManyWithoutCompanyNestedInput
   unifiSites?: Prisma.UnifiSiteUncheckedUpdateManyWithoutCompanyNestedInput
   opportunities?: Prisma.OpportunityUncheckedUpdateManyWithoutCompanyNestedInput
+  timeEntries?: Prisma.TimeEntryUncheckedUpdateManyWithoutCompanyNestedInput
+  activities?: Prisma.ActivityUncheckedUpdateManyWithoutCompanyNestedInput
   serviceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutCompanyNestedInput
   billingServiceTickets?: Prisma.ServiceTicketUncheckedUpdateManyWithoutBillingCompanyNestedInput
 }
@@ -1899,6 +2247,8 @@ export type CompanyCountOutputType = {
   credentials: number
   unifiSites: number
   opportunities: number
+  timeEntries: number
+  activities: number
   serviceTickets: number
   billingServiceTickets: number
 }
@@ -1909,6 +2259,8 @@ export type CompanyCountOutputTypeSelect<ExtArgs extends runtime.Types.Extension
   credentials?: boolean | CompanyCountOutputTypeCountCredentialsArgs
   unifiSites?: boolean | CompanyCountOutputTypeCountUnifiSitesArgs
   opportunities?: boolean | CompanyCountOutputTypeCountOpportunitiesArgs
+  timeEntries?: boolean | CompanyCountOutputTypeCountTimeEntriesArgs
+  activities?: boolean | CompanyCountOutputTypeCountActivitiesArgs
   serviceTickets?: boolean | CompanyCountOutputTypeCountServiceTicketsArgs
   billingServiceTickets?: boolean | CompanyCountOutputTypeCountBillingServiceTicketsArgs
 }
@@ -1958,6 +2310,20 @@ export type CompanyCountOutputTypeCountOpportunitiesArgs<ExtArgs extends runtime
   where?: Prisma.OpportunityWhereInput
 }
 
+/**
+ * CompanyCountOutputType without action
+ */
+export type CompanyCountOutputTypeCountTimeEntriesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  where?: Prisma.TimeEntryWhereInput
+}
+
+/**
+ * CompanyCountOutputType without action
+ */
+export type CompanyCountOutputTypeCountActivitiesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  where?: Prisma.ActivityWhereInput
+}
+
 /**
  * CompanyCountOutputType without action
  */
@@ -1993,6 +2359,8 @@ export type CompanySelect<ExtArgs extends runtime.Types.Extensions.InternalArgs
   credentials?: boolean | Prisma.Company$credentialsArgs<ExtArgs>
   unifiSites?: boolean | Prisma.Company$unifiSitesArgs<ExtArgs>
   opportunities?: boolean | Prisma.Company$opportunitiesArgs<ExtArgs>
+  timeEntries?: boolean | Prisma.Company$timeEntriesArgs<ExtArgs>
+  activities?: boolean | Prisma.Company$activitiesArgs<ExtArgs>
   deletedBy?: boolean | Prisma.Company$deletedByArgs<ExtArgs>
   enteredBy?: boolean | Prisma.Company$enteredByArgs<ExtArgs>
   serviceTickets?: boolean | Prisma.Company$serviceTicketsArgs<ExtArgs>
@@ -2062,6 +2430,8 @@ export type CompanyInclude<ExtArgs extends runtime.Types.Extensions.InternalArgs
   credentials?: boolean | Prisma.Company$credentialsArgs<ExtArgs>
   unifiSites?: boolean | Prisma.Company$unifiSitesArgs<ExtArgs>
   opportunities?: boolean | Prisma.Company$opportunitiesArgs<ExtArgs>
+  timeEntries?: boolean | Prisma.Company$timeEntriesArgs<ExtArgs>
+  activities?: boolean | Prisma.Company$activitiesArgs<ExtArgs>
   deletedBy?: boolean | Prisma.Company$deletedByArgs<ExtArgs>
   enteredBy?: boolean | Prisma.Company$enteredByArgs<ExtArgs>
   serviceTickets?: boolean | Prisma.Company$serviceTicketsArgs<ExtArgs>
@@ -2085,6 +2455,8 @@ export type $CompanyPayload<ExtArgs extends runtime.Types.Extensions.InternalArg
     credentials: Prisma.$CredentialPayload<ExtArgs>[]
     unifiSites: Prisma.$UnifiSitePayload<ExtArgs>[]
     opportunities: Prisma.$OpportunityPayload<ExtArgs>[]
+    timeEntries: Prisma.$TimeEntryPayload<ExtArgs>[]
+    activities: Prisma.$ActivityPayload<ExtArgs>[]
     deletedBy: Prisma.$UserPayload<ExtArgs> | null
     enteredBy: Prisma.$UserPayload<ExtArgs> | null
     serviceTickets: Prisma.$ServiceTicketPayload<ExtArgs>[]
@@ -2504,6 +2876,8 @@ export interface Prisma__CompanyClient<T, Null = never, ExtArgs extends runtime.
   credentials<T extends Prisma.Company$credentialsArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$credentialsArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$CredentialPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
   unifiSites<T extends Prisma.Company$unifiSitesArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$unifiSitesArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$UnifiSitePayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
   opportunities<T extends Prisma.Company$opportunitiesArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$opportunitiesArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$OpportunityPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
+  timeEntries<T extends Prisma.Company$timeEntriesArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$timeEntriesArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$TimeEntryPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
+  activities<T extends Prisma.Company$activitiesArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$activitiesArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$ActivityPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
   deletedBy<T extends Prisma.Company$deletedByArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$deletedByArgs<ExtArgs>>): Prisma.Prisma__UserClient<runtime.Types.Result.GetResult<Prisma.$UserPayload<ExtArgs>, T, "findUniqueOrThrow", GlobalOmitOptions> | null, null, ExtArgs, GlobalOmitOptions>
   enteredBy<T extends Prisma.Company$enteredByArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$enteredByArgs<ExtArgs>>): Prisma.Prisma__UserClient<runtime.Types.Result.GetResult<Prisma.$UserPayload<ExtArgs>, T, "findUniqueOrThrow", GlobalOmitOptions> | null, null, ExtArgs, GlobalOmitOptions>
   serviceTickets<T extends Prisma.Company$serviceTicketsArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Company$serviceTicketsArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$ServiceTicketPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
@@ -3071,6 +3445,54 @@ export type Company$opportunitiesArgs<ExtArgs extends runtime.Types.Extensions.I
   distinct?: Prisma.OpportunityScalarFieldEnum | Prisma.OpportunityScalarFieldEnum[]
 }
 
+/**
+ * Company.timeEntries
+ */
+export type Company$timeEntriesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  /**
+   * Select specific fields to fetch from the TimeEntry
+   */
+  select?: Prisma.TimeEntrySelect<ExtArgs> | null
+  /**
+   * Omit specific fields from the TimeEntry
+   */
+  omit?: Prisma.TimeEntryOmit<ExtArgs> | null
+  /**
+   * Choose, which related nodes to fetch as well
+   */
+  include?: Prisma.TimeEntryInclude<ExtArgs> | null
+  where?: Prisma.TimeEntryWhereInput
+  orderBy?: Prisma.TimeEntryOrderByWithRelationInput | Prisma.TimeEntryOrderByWithRelationInput[]
+  cursor?: Prisma.TimeEntryWhereUniqueInput
+  take?: number
+  skip?: number
+  distinct?: Prisma.TimeEntryScalarFieldEnum | Prisma.TimeEntryScalarFieldEnum[]
+}
+
+/**
+ * Company.activities
+ */
+export type Company$activitiesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  /**
+   * Select specific fields to fetch from the Activity
+   */
+  select?: Prisma.ActivitySelect<ExtArgs> | null
+  /**
+   * Omit specific fields from the Activity
+   */
+  omit?: Prisma.ActivityOmit<ExtArgs> | null
+  /**
+   * Choose, which related nodes to fetch as well
+   */
+  include?: Prisma.ActivityInclude<ExtArgs> | null
+  where?: Prisma.ActivityWhereInput
+  orderBy?: Prisma.ActivityOrderByWithRelationInput | Prisma.ActivityOrderByWithRelationInput[]
+  cursor?: Prisma.ActivityWhereUniqueInput
+  take?: number
+  skip?: number
+  distinct?: Prisma.ActivityScalarFieldEnum | Prisma.ActivityScalarFieldEnum[]
+}
+
 /**
  * Company.deletedBy
  */

api/lines

@@ -0,0 +1,258 @@
+
+                   SSUUMMMMAARRYY OOFF LLEESSSS CCOOMMMMAANNDDSS
+
+      Commands marked with * may be preceded by a number, _N.
+      Notes in parentheses indicate the behavior if _N is given.
+      A key preceded by a caret indicates the Ctrl key; thus ^K is ctrl-K.
+
+  h  H                 Display this help.
+  q  :q  Q  :Q  ZZ     Exit.
+ ---------------------------------------------------------------------------
+
+                           MMOOVVIINNGG
+
+  e  ^E  j  ^N  CR  *  Forward  one line   (or _N lines).
+  y  ^Y  k  ^K  ^P  *  Backward one line   (or _N lines).
+  f  ^F  ^V  SPACE  *  Forward  one window (or _N lines).
+  b  ^B  ESC-v      *  Backward one window (or _N lines).
+  z                 *  Forward  one window (and set window to _N).
+  w                 *  Backward one window (and set window to _N).
+  ESC-SPACE         *  Forward  one window, but don't stop at end-of-file.
+  d  ^D             *  Forward  one half-window (and set half-window to _N).
+  u  ^U             *  Backward one half-window (and set half-window to _N).
+  ESC-)  RightArrow *  Right one half screen width (or _N positions).
+  ESC-(  LeftArrow  *  Left  one half screen width (or _N positions).
+  ESC-}  ^RightArrow   Right to last column displayed.
+  ESC-{  ^LeftArrow    Left  to first column.
+  F                    Forward forever; like "tail -f".
+  ESC-F                Like F but stop when search pattern is found.
+  r  ^R  ^L            Repaint screen.
+  R                    Repaint screen, discarding buffered input.
+        ---------------------------------------------------
+        Default "window" is the screen height.
+        Default "half-window" is half of the screen height.
+ ---------------------------------------------------------------------------
+
+                          SSEEAARRCCHHIINNGG
+
+  /_p_a_t_t_e_r_n          *  Search forward for (_N-th) matching line.
+  ?_p_a_t_t_e_r_n          *  Search backward for (_N-th) matching line.
+  n                 *  Repeat previous search (for _N-th occurrence).
+  N                 *  Repeat previous search in reverse direction.
+  ESC-n             *  Repeat previous search, spanning files.
+  ESC-N             *  Repeat previous search, reverse dir. & spanning files.
+  ESC-u                Undo (toggle) search highlighting.
+  ESC-U                Clear search highlighting.
+  &_p_a_t_t_e_r_n          *  Display only matching lines.
+        ---------------------------------------------------
+        A search pattern may begin with one or more of:
+        ^N or !  Search for NON-matching lines.
+        ^E or *  Search multiple files (pass thru END OF FILE).
+        ^F or @  Start search at FIRST file (for /) or last file (for ?).
+        ^K       Highlight matches, but don't move (KEEP position).
+        ^R       Don't use REGULAR EXPRESSIONS.
+        ^W       WRAP search if no match found.
+ ---------------------------------------------------------------------------
+
+                           JJUUMMPPIINNGG
+
+  g  <  ESC-<       *  Go to first line in file (or line _N).
+  G  >  ESC->       *  Go to last line in file (or line _N).
+  p  %              *  Go to beginning of file (or _N percent into file).
+  t                 *  Go to the (_N-th) next tag.
+  T                 *  Go to the (_N-th) previous tag.
+  {  (  [           *  Find close bracket } ) ].
+  }  )  ]           *  Find open bracket { ( [.
+  ESC-^F _<_c_1_> _<_c_2_>  *  Find close bracket _<_c_2_>.
+  ESC-^B _<_c_1_> _<_c_2_>  *  Find open bracket _<_c_1_>.
+        ---------------------------------------------------
+        Each "find close bracket" command goes forward to the close bracket 
+          matching the (_N-th) open bracket in the top line.
+        Each "find open bracket" command goes backward to the open bracket 
+          matching the (_N-th) close bracket in the bottom line.
+
+  m_<_l_e_t_t_e_r_>            Mark the current top line with <letter>.
+  M_<_l_e_t_t_e_r_>            Mark the current bottom line with <letter>.
+  '_<_l_e_t_t_e_r_>            Go to a previously marked position.
+  ''                   Go to the previous position.
+  ^X^X                 Same as '.
+  ESC-M_<_l_e_t_t_e_r_>        Clear a mark.
+        ---------------------------------------------------
+        A mark is any upper-case or lower-case letter.
+        Certain marks are predefined:
+             ^  means  beginning of the file
+             $  means  end of the file
+ ---------------------------------------------------------------------------
+
+                        CCHHAANNGGIINNGG FFIILLEESS
+
+  :e [_f_i_l_e]            Examine a new file.
+  ^X^V                 Same as :e.
+  :n                *  Examine the (_N-th) next file from the command line.
+  :p                *  Examine the (_N-th) previous file from the command line.
+  :x                *  Examine the first (or _N-th) file from the command line.
+  :d                   Delete the current file from the command line list.
+  =  ^G  :f            Print current file name.
+ ---------------------------------------------------------------------------
+
+                    MMIISSCCEELLLLAANNEEOOUUSS CCOOMMMMAANNDDSS
+
+  -_<_f_l_a_g_>              Toggle a command line option [see OPTIONS below].
+  --_<_n_a_m_e_>             Toggle a command line option, by name.
+  __<_f_l_a_g_>              Display the setting of a command line option.
+  ___<_n_a_m_e_>             Display the setting of an option, by name.
+  +_c_m_d                 Execute the less cmd each time a new file is examined.
+
+  !_c_o_m_m_a_n_d             Execute the shell command with $SHELL.
+  |XX_c_o_m_m_a_n_d            Pipe file between current pos & mark XX to shell command.
+  s _f_i_l_e               Save input to a file.
+  v                    Edit the current file with $VISUAL or $EDITOR.
+  V                    Print version number of "less".
+ ---------------------------------------------------------------------------
+
+                           OOPPTTIIOONNSS
+
+        Most options may be changed either on the command line,
+        or from within less by using the - or -- command.
+        Options may be given in one of two forms: either a single
+        character preceded by a -, or a name preceded by --.
+
+  -?  ........  --help
+                  Display help (from command line).
+  -a  ........  --search-skip-screen
+                  Search skips current screen.
+  -A  ........  --SEARCH-SKIP-SCREEN
+                  Search starts just after target line.
+  -b [_N]  ....  --buffers=[_N]
+                  Number of buffers.
+  -B  ........  --auto-buffers
+                  Don't automatically allocate buffers for pipes.
+  -c  ........  --clear-screen
+                  Repaint by clearing rather than scrolling.
+  -d  ........  --dumb
+                  Dumb terminal.
+  -D xx_c_o_l_o_r  .  --color=xx_c_o_l_o_r
+                  Set screen colors.
+  -e  -E  ....  --quit-at-eof  --QUIT-AT-EOF
+                  Quit at end of file.
+  -f  ........  --force
+                  Force open non-regular files.
+  -F  ........  --quit-if-one-screen
+                  Quit if entire file fits on first screen.
+  -g  ........  --hilite-search
+                  Highlight only last match for searches.
+  -G  ........  --HILITE-SEARCH
+                  Don't highlight any matches for searches.
+  -h [_N]  ....  --max-back-scroll=[_N]
+                  Backward scroll limit.
+  -i  ........  --ignore-case
+                  Ignore case in searches that do not contain uppercase.
+  -I  ........  --IGNORE-CASE
+                  Ignore case in all searches.
+  -j [_N]  ....  --jump-target=[_N]
+                  Screen position of target lines.
+  -J  ........  --status-column
+                  Display a status column at left edge of screen.
+  -k [_f_i_l_e]  .  --lesskey-file=[_f_i_l_e]
+                  Use a lesskey file.
+  -K  ........  --quit-on-intr
+                  Exit less in response to ctrl-C.
+  -L  ........  --no-lessopen
+                  Ignore the LESSOPEN environment variable.
+  -m  -M  ....  --long-prompt  --LONG-PROMPT
+                  Set prompt style.
+  -n  -N  ....  --line-numbers  --LINE-NUMBERS
+                  Don't use line numbers.
+  -o [_f_i_l_e]  .  --log-file=[_f_i_l_e]
+                  Copy to log file (standard input only).
+  -O [_f_i_l_e]  .  --LOG-FILE=[_f_i_l_e]
+                  Copy to log file (unconditionally overwrite).
+  -p [_p_a_t_t_e_r_n]  --pattern=[_p_a_t_t_e_r_n]
+                  Start at pattern (from command line).
+  -P [_p_r_o_m_p_t]   --prompt=[_p_r_o_m_p_t]
+                  Define new prompt.
+  -q  -Q  ....  --quiet  --QUIET  --silent --SILENT
+                  Quiet the terminal bell.
+  -r  -R  ....  --raw-control-chars  --RAW-CONTROL-CHARS
+                  Output "raw" control characters.
+  -s  ........  --squeeze-blank-lines
+                  Squeeze multiple blank lines.
+  -S  ........  --chop-long-lines
+                  Chop (truncate) long lines rather than wrapping.
+  -t [_t_a_g]  ..  --tag=[_t_a_g]
+                  Find a tag.
+  -T [_t_a_g_s_f_i_l_e] --tag-file=[_t_a_g_s_f_i_l_e]
+                  Use an alternate tags file.
+  -u  -U  ....  --underline-special  --UNDERLINE-SPECIAL
+                  Change handling of backspaces.
+  -V  ........  --version
+                  Display the version number of "less".
+  -w  ........  --hilite-unread
+                  Highlight first new line after forward-screen.
+  -W  ........  --HILITE-UNREAD
+                  Highlight first new line after any forward movement.
+  -x [_N[,...]]  --tabs=[_N[,...]]
+                  Set tab stops.
+  -X  ........  --no-init
+                  Don't use termcap init/deinit strings.
+  -y [_N]  ....  --max-forw-scroll=[_N]
+                  Forward scroll limit.
+  -z [_N]  ....  --window=[_N]
+                  Set size of window.
+  -" [_c[_c]]  .  --quotes=[_c[_c]]
+                  Set shell quote characters.
+  -~  ........  --tilde
+                  Don't display tildes after end of file.
+  -# [_N]  ....  --shift=[_N]
+                  Set horizontal scroll amount (0 = one half screen width).
+                --file-size
+                  Automatically determine the size of the input file.
+                --follow-name
+                  The F command changes files if the input file is renamed.
+                --incsearch
+                  Search file as each pattern character is typed in.
+                --line-num-width=N
+                  Set the width of the -N line number field to N characters.
+                --mouse
+                  Enable mouse input.
+                --no-keypad
+                  Don't send termcap keypad init/deinit strings.
+                --no-histdups
+                  Remove duplicates from command history.
+                --rscroll=C
+                  Set the character used to mark truncated lines.
+                --save-marks
+                  Retain marks across invocations of less.
+                --status-col-width=N
+                  Set the width of the -J status column to N characters.
+                --use-backslash
+                  Subsequent options use backslash as escape char.
+                --use-color
+                  Enables colored text.
+                --wheel-lines=N
+                  Each click of the mouse wheel moves N lines.
+
+
+ ---------------------------------------------------------------------------
+
+                          LLIINNEE EEDDIITTIINNGG
+
+        These keys can be used to edit text being entered 
+        on the "command line" at the bottom of the screen.
+
+ RightArrow ..................... ESC-l ... Move cursor right one character.
+ LeftArrow ...................... ESC-h ... Move cursor left one character.
+ ctrl-RightArrow  ESC-RightArrow  ESC-w ... Move cursor right one word.
+ ctrl-LeftArrow   ESC-LeftArrow   ESC-b ... Move cursor left one word.
+ HOME ........................... ESC-0 ... Move cursor to start of line.
+ END ............................ ESC-$ ... Move cursor to end of line.
+ BACKSPACE ................................ Delete char to left of cursor.
+ DELETE ......................... ESC-x ... Delete char under cursor.
+ ctrl-BACKSPACE   ESC-BACKSPACE ........... Delete word to left of cursor.
+ ctrl-DELETE .... ESC-DELETE .... ESC-X ... Delete word under cursor.
+ ctrl-U ......... ESC (MS-DOS only) ....... Delete entire line.
+ UpArrow ........................ ESC-k ... Retrieve previous command line.
+ DownArrow ...................... ESC-j ... Retrieve next command line.
+ TAB ...................................... Complete filename & cycle.
+ SHIFT-TAB ...................... ESC-TAB   Complete filename & reverse cycle.
+ ctrl-L ................................... Complete filename, list all.

api/prisma.config.ts

@@ -5,5 +5,6 @@ export default {
   },
   datasource: {
     url: process.env.DATABASE_URL,
+    shadowDatabaseUrl: process.env.SHADOW_DATABASE_URL,
   },
 }

api/prisma/migrations/20260418000000_fix_opportunity_typeid_nullable/migration.sql

@@ -0,0 +1,5 @@
+-- Fix schema drift: the Opportunity.typeId column was added as NOT NULL but the
+-- Prisma schema declares it as Int? (nullable). Drop the NOT NULL constraint so
+-- the DB matches the schema and so that creating an opportunity without a type
+-- (e.g. when CW uses no default type) no longer fails with P2011.
+ALTER TABLE "Opportunity" ALTER COLUMN "typeId" DROP NOT NULL;

api/prisma/migrations/20260429000000_add_time_entries_activity_and_related_tables/migration.sql

@@ -0,0 +1,292 @@
+-- DropForeignKey
+ALTER TABLE "Opportunity" DROP CONSTRAINT "Opportunity_typeId_fkey";
+
+-- CreateTable
+CREATE TABLE "Activity" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "subject" TEXT NOT NULL,
+    "startTime" TIMESTAMP(3) NOT NULL,
+    "endTime" TIMESTAMP(3) NOT NULL,
+    "assignToId" TEXT NOT NULL,
+    "assignedById" TEXT NOT NULL,
+    "enteredBy" TEXT NOT NULL,
+    "automated" BOOLEAN NOT NULL DEFAULT false,
+    "closedFlag" BOOLEAN NOT NULL DEFAULT false,
+    "notifyCompleteFlag" BOOLEAN NOT NULL DEFAULT false,
+    "notificationSentFlat" BOOLEAN NOT NULL DEFAULT false,
+    "opportunityId" TEXT,
+    "serviceTicketId" TEXT,
+    "contactId" INTEGER,
+    "companyId" INTEGER,
+    "activityTypeId" INTEGER,
+    "activityStatusId" INTEGER,
+    "createdById" TEXT,
+    "updatedById" TEXT,
+    "closedById" TEXT,
+    "closedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Activity_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "ActivityNotes" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "notes" TEXT NOT NULL DEFAULT '',
+    "activityId" INTEGER,
+    "internalAnalysisFlag" BOOLEAN NOT NULL DEFAULT false,
+    "enteredById" TEXT,
+    "updatedById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ActivityNotes_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "ActivityType" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "name" VARCHAR(15) NOT NULL,
+    "description" TEXT NOT NULL,
+    "inactiveFlag" BOOLEAN NOT NULL DEFAULT false,
+    "historyFlag" BOOLEAN NOT NULL DEFAULT false,
+    "defaultFlag" BOOLEAN NOT NULL DEFAULT false,
+    "importFlag" BOOLEAN NOT NULL DEFAULT false,
+    "emailFlag" BOOLEAN NOT NULL DEFAULT false,
+    "memoFlag" BOOLEAN NOT NULL DEFAULT false,
+    "pointsValue" INTEGER,
+    "updatedById" TEXT,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ActivityType_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "ActivityStatus" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT,
+    "closedFlag" BOOLEAN NOT NULL DEFAULT false,
+    "inactiveFlag" BOOLEAN NOT NULL DEFAULT false,
+    "defaultFlag" BOOLEAN NOT NULL DEFAULT false,
+    "spawnFollowupFlag" BOOLEAN NOT NULL DEFAULT false,
+    "updatedById" TEXT,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ActivityStatus_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "TimeEntry" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "memberId" TEXT,
+    "serviceTicketId" INTEGER,
+    "activityId" INTEGER,
+    "projectId" INTEGER,
+    "chargeCodeId" INTEGER,
+    "companyId" INTEGER NOT NULL,
+    "statusId" INTEGER,
+    "locationId" INTEGER,
+    "contactId" INTEGER,
+    "dateStart" TIMESTAMP(3),
+    "timeStart" TIMESTAMP(3),
+    "timeEnd" TIMESTAMP(3),
+    "notes" TEXT,
+    "notesMd" TEXT,
+    "internalNote" TEXT,
+    "billableHours" DOUBLE PRECISION,
+    "actualHours" DOUBLE PRECISION,
+    "invoicedHours" DOUBLE PRECISION,
+    "deductedHours" DOUBLE PRECISION,
+    "hourlyRate" DOUBLE PRECISION,
+    "effectiveRate" DOUBLE PRECISION,
+    "issueFlag" BOOLEAN NOT NULL DEFAULT false,
+    "mergedFlag" BOOLEAN NOT NULL DEFAULT false,
+    "invoiceFlag" BOOLEAN NOT NULL DEFAULT false,
+    "billableFlag" BOOLEAN NOT NULL DEFAULT true,
+    "documentFlag" BOOLEAN NOT NULL DEFAULT false,
+    "teProblemFlag" BOOLEAN NOT NULL DEFAULT false,
+    "teResolutionFlag" BOOLEAN NOT NULL DEFAULT false,
+    "teInternalAnalysisFlag" BOOLEAN NOT NULL DEFAULT false,
+    "chargeToRecId" INTEGER,
+    "chargeToType" VARCHAR(13),
+    "createdById" TEXT,
+    "updatedById" TEXT,
+    "originalAuthorId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "TimeEntry_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "TimeEntryStatus" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "statusId" INTEGER NOT NULL,
+    "description" VARCHAR(50),
+    "action" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "TimeEntryStatus_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "TimeEntryChargeCode" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "chargeCodeId" INTEGER NOT NULL,
+    "description" VARCHAR(50),
+    "expenseFlag" BOOLEAN NOT NULL DEFAULT false,
+    "timeFlag" BOOLEAN NOT NULL DEFAULT true,
+    "billableFlag" BOOLEAN NOT NULL DEFAULT true,
+    "invoiceFlag" BOOLEAN NOT NULL DEFAULT true,
+    "updatedById" TEXT,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "TimeEntryChargeCode_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "TimeActivityClass" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "description" VARCHAR(50),
+    "hourlyRate" DOUBLE PRECISION,
+    "inactiveFlag" BOOLEAN NOT NULL DEFAULT false,
+    "taxExemptFlag" BOOLEAN NOT NULL DEFAULT false,
+    "createdById" TEXT,
+    "updatedById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "TimeActivityClass_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "TimeActivityType" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "description" VARCHAR(50),
+    "minHours" DOUBLE PRECISION,
+    "maxHours" DOUBLE PRECISION,
+    "rate" DOUBLE PRECISION DEFAULT 1,
+    "costMultiplier" DOUBLE PRECISION NOT NULL DEFAULT 1,
+    "inactiveFlag" BOOLEAN NOT NULL DEFAULT false,
+    "invoiceFlag" BOOLEAN NOT NULL DEFAULT false,
+    "billableFlag" BOOLEAN NOT NULL DEFAULT false,
+    "utilizationFlag" BOOLEAN NOT NULL DEFAULT false,
+    "defaultFlag" BOOLEAN NOT NULL DEFAULT false,
+    "multiplierFlag" BOOLEAN NOT NULL DEFAULT false,
+    "createdById" TEXT,
+    "updatedById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "TimeActivityType_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateTable
+CREATE TABLE "CwMemberType" (
+    "id" INTEGER NOT NULL,
+    "uid" TEXT NOT NULL,
+    "description" VARCHAR(30),
+    "inactiveFlag" BOOLEAN NOT NULL DEFAULT false,
+    "updatedById" TEXT,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "CwMemberType_pkey" PRIMARY KEY ("uid")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Activity_id_key" ON "Activity"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityNotes_id_key" ON "ActivityNotes"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityNotes_activityId_key" ON "ActivityNotes"("activityId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityType_id_key" ON "ActivityType"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityStatus_id_key" ON "ActivityStatus"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TimeEntry_id_key" ON "TimeEntry"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TimeEntryStatus_id_key" ON "TimeEntryStatus"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TimeEntryStatus_statusId_key" ON "TimeEntryStatus"("statusId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TimeEntryChargeCode_id_key" ON "TimeEntryChargeCode"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TimeEntryChargeCode_chargeCodeId_key" ON "TimeEntryChargeCode"("chargeCodeId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TimeActivityClass_id_key" ON "TimeActivityClass"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TimeActivityType_id_key" ON "TimeActivityType"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "CwMemberType_id_key" ON "CwMemberType"("id");
+
+-- AddForeignKey
+ALTER TABLE "Opportunity" ADD CONSTRAINT "Opportunity_typeId_fkey" FOREIGN KEY ("typeId") REFERENCES "OpportunityType"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_contactId_fkey" FOREIGN KEY ("contactId") REFERENCES "Contact"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_activityTypeId_fkey" FOREIGN KEY ("activityTypeId") REFERENCES "ActivityType"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_activityStatusId_fkey" FOREIGN KEY ("activityStatusId") REFERENCES "ActivityStatus"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ActivityNotes" ADD CONSTRAINT "ActivityNotes_activityId_fkey" FOREIGN KEY ("activityId") REFERENCES "Activity"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TimeEntry" ADD CONSTRAINT "TimeEntry_contactId_fkey" FOREIGN KEY ("contactId") REFERENCES "Contact"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TimeEntry" ADD CONSTRAINT "TimeEntry_locationId_fkey" FOREIGN KEY ("locationId") REFERENCES "CorporateLocation"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TimeEntry" ADD CONSTRAINT "TimeEntry_statusId_fkey" FOREIGN KEY ("statusId") REFERENCES "TimeEntryStatus"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TimeEntry" ADD CONSTRAINT "TimeEntry_chargeCodeId_fkey" FOREIGN KEY ("chargeCodeId") REFERENCES "TimeEntryChargeCode"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TimeEntry" ADD CONSTRAINT "TimeEntry_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TimeEntry" ADD CONSTRAINT "TimeEntry_serviceTicketId_fkey" FOREIGN KEY ("serviceTicketId") REFERENCES "ServiceTicket"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TimeEntry" ADD CONSTRAINT "TimeEntry_activityId_fkey" FOREIGN KEY ("activityId") REFERENCES "Activity"("id") ON DELETE SET NULL ON UPDATE CASCADE;

api/prisma/schema.prisma

@@ -250,6 +250,7 @@ model CorporateLocation {
   opportunities      Opportunity[]
   serviceBoards      ServiceTicketBoard[]
   productDataRecords ProductData[]
+  timeEntries        TimeEntry[]
 
   createdAt DateTime @default(now())
   updatedAt DateTime @updatedAt
@@ -307,6 +308,9 @@ model Company {
   credentials   Credential[]
   unifiSites    UnifiSite[]
   opportunities Opportunity[]
+  timeEntries   TimeEntry[]
+
+  activities Activity[]
 
   deletedBy User? @relation("DeletedBy", fields: [deletedById], references: [cwIdentifier])
   enteredBy User? @relation("EnteredBy", fields: [enteredById], references: [cwIdentifier])
@@ -385,11 +389,14 @@ model Contact {
   companyId Int?
 
   company Company? @relation(fields: [companyId], references: [id])
+
   opportunities  Opportunity[]
+  serviceTickets ServiceTicket[]
+  activities     Activity[]
+  timeEntries    TimeEntry[]
 
   createdAt DateTime @default(now())
   updatedAt DateTime @updatedAt
-  serviceTickets ServiceTicket[]
 }
 
 model CatalogItemType {
@@ -693,6 +700,7 @@ model ServiceTicket {
   // ------ Billing and invoicing fields ------
 
   products    ProductData[] // The products used on this ticket, which may be important for billing and invoicing, as well as reporting and analytics.
+  timeEntries TimeEntry[] // The time entries logged against this ticket.
 
   poNumber           String?
   billCompleteFlag   Boolean       @default(false) // Bill after ticket is closed, not allowing any billing while open.
@@ -1196,6 +1204,271 @@ model Schedule {
   updatedAt DateTime  @updatedAt
 }
 
+// ------- Activities -------
+
+model Activity {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  subject String // Activity Title/Summary
+
+  notes ActivityNotes?
+
+  startTime DateTime //Full Date Time Value
+  endTime   DateTime //Full Date Time Value
+
+  assignToId   String
+  assignedById String
+  enteredBy    String
+
+  automated  Boolean @default(false)
+  closedFlag Boolean @default(false)
+
+  notifyCompleteFlag   Boolean @default(false) // Should we send a notification to the person assigned when activity is completed.
+  notificationSentFlat Boolean @default(false) // Tracks to see if the completion notification has already been sent out.
+
+  opportunityId   String?
+  serviceTicketId String?
+
+  contactId        Int?
+  companyId        Int?
+  activityTypeId   Int?
+  activityStatusId Int?
+
+  contact        Contact?        @relation(fields: [contactId], references: [id])
+  company        Company?        @relation(fields: [companyId], references: [id])
+  activityType   ActivityType?   @relation(fields: [activityTypeId], references: [id])
+  activityStatus ActivityStatus? @relation(fields: [activityStatusId], references: [id])
+
+  timeEntries TimeEntry[]
+
+  createdById String?
+  updatedById String?
+  closedById  String?
+
+  closedAt  DateTime?
+  createdAt DateTime  @default(now())
+  updatedAt DateTime  @updatedAt
+}
+
+model ActivityNotes {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  notes String @default("")
+
+  activityId Int?      @unique
+  activity   Activity? @relation(fields: [activityId], references: [id])
+
+  internalAnalysisFlag Boolean @default(false) // Does this note describing the internal analysis of the activity, such as root cause analysis or technical details that may not be relevant to the customer?
+
+  enteredById String?
+  updatedById String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
+model ActivityType {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  name        String @db.VarChar(15) // "SO_Activity_Type_ID" in CW 
+  description String
+
+  inactiveFlag Boolean @default(false)
+  historyFlag  Boolean @default(false) // Is this activity type just for historical record keeping, and should not be used for new activities?
+
+  defaultFlag Boolean @default(false)
+  importFlag  Boolean @default(false)
+  emailFlag   Boolean @default(false)
+  memoFlag    Boolean @default(false)
+
+  pointsValue Int?
+
+  activities Activity[]
+
+  updatedById String?
+  createdById String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
+model ActivityStatus {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  name        String
+  description String? // Optima Only field, not synced to CW
+
+  closedFlag        Boolean @default(false)
+  inactiveFlag      Boolean @default(false)
+  defaultFlag       Boolean @default(false)
+  spawnFollowupFlag Boolean @default(false) // Should creating an activity with this status automatically spawn a follow-up activity with a different type and/or status?
+
+  activities Activity[]
+
+  updatedById String?
+  createdById String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
+// ------- Time Entries -------
+
+model TimeEntry {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  // The CW member identifier of the person who logged this time
+  memberId String?
+
+  // Relational Values
+  serviceTicketId Int?
+  activityId      Int?
+  projectId       Int? // TODO: Implement this.
+  chargeCodeId    Int?
+  companyId       Int
+  statusId        Int?
+  locationId      Int?
+  contactId       Int?
+
+  contact       Contact?             @relation(fields: [contactId], references: [id])
+  location      CorporateLocation?   @relation(fields: [locationId], references: [id])
+  status        TimeEntryStatus?     @relation(fields: [statusId], references: [id])
+  chargeCode    TimeEntryChargeCode? @relation(fields: [chargeCodeId], references: [id])
+  company       Company              @relation(fields: [companyId], references: [id])
+  serviceTicket ServiceTicket?       @relation(fields: [serviceTicketId], references: [id])
+  activity      Activity?            @relation(fields: [activityId], references: [id])
+
+  // ------ Time Fields ------
+
+  dateStart DateTime?
+  timeStart DateTime?
+  timeEnd   DateTime?
+
+  // ------ Notes ------
+
+  notes        String? // Customer-visible notes about what was done
+  notesMd      String? // Markdown version of notes
+  internalNote String? // Internal notes not visible to the customer
+
+  // ------ Hours ------
+
+  billableHours Float? // How many hours are being billed to the customer
+  actualHours   Float? // How many hours were actually worked
+  invoicedHours Float? // How many hours have been included on an invoice
+  deductedHours Float? // How many hours were deducted from billing, but not necessarily the same as actual hours if there are any adjustments or overrides.
+
+  // ------ Rates ------
+
+  hourlyRate    Float? // The rate at which this time is billed to the customer
+  effectiveRate Float? // The actual effective rate after any agreement or override adjustments
+
+  // ------ Flag Fields ------
+
+  issueFlag              Boolean @default(false)
+  mergedFlag             Boolean @default(false) // Has this time entry been merged with another time entry, such as when multiple time entries are combined into one for billing purposes?
+  invoiceFlag            Boolean @default(false) // Has this time entry been included on an invoice?
+  billableFlag           Boolean @default(true) // Should this time entry be billed to the customer?
+  documentFlag           Boolean @default(false) // Is there a document associated with this time entry, such as a receipt for an expense or a report of the work done?
+  teProblemFlag          Boolean @default(false) // Does this note describe the problem?
+  teResolutionFlag       Boolean @default(false) // Does this note describe the resolution?
+  teInternalAnalysisFlag Boolean @default(false) // Does this note contain internal analysis?
+
+  // ------ Audit Fields ------
+
+  chargeToRecId Int? // The record ID of the entity that this time entry should be charged to, which may be used for billing and reporting purposes, and may be different from the service ticket or activity it is associated with.
+  chargeToType  String? @db.VarChar(13)
+
+  createdById      String?
+  updatedById      String?
+  originalAuthorId String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
+model TimeEntryStatus {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  statusId    Int     @unique
+  description String? @db.VarChar(50)
+  action      String?
+
+  timeEntries TimeEntry[]
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
+model TimeEntryChargeCode {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  chargeCodeId Int     @unique
+  description  String? @db.VarChar(50)
+
+  expenseFlag  Boolean @default(false)
+  timeFlag     Boolean @default(true)
+  billableFlag Boolean @default(true)
+  invoiceFlag  Boolean @default(true)
+
+  timeEntries TimeEntry[]
+
+  updatedById String?
+  createdById String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
+model TimeActivityClass {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  description String? @db.VarChar(50)
+  hourlyRate  Float?
+
+  inactiveFlag  Boolean @default(false)
+  taxExemptFlag Boolean @default(false)
+
+  createdById String?
+  updatedById String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
+model TimeActivityType {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  description String? @db.VarChar(50)
+
+  minHours Float?
+  maxHours Float?
+
+  rate           Float? @default(1)
+  costMultiplier Float  @default(1)
+
+  inactiveFlag    Boolean @default(false)
+  invoiceFlag     Boolean @default(false)
+  billableFlag    Boolean @default(false)
+  utilizationFlag Boolean @default(false)
+  defaultFlag     Boolean @default(false)
+  multiplierFlag  Boolean @default(false)
+
+  createdById String?
+  updatedById String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}
+
 model CredentialType {
   id   String @id @default(cuid())
   name String @unique
@@ -1307,3 +1580,18 @@ model CwMember {
   createdAt     DateTime  @default(now())
   updatedAt     DateTime  @updatedAt
 }
+
+model CwMemberType {
+  id  Int    @unique
+  uid String @id @default(uuid())
+
+  description String? @db.VarChar(30)
+
+  inactiveFlag Boolean @default(false)
+
+  updatedById String?
+  createdById String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}

api/ql -h localhost -U optima -d optima -c SELECT tableName, syncMode, recordsProcessed, recordsInserted, recordsSkipped, recordsFailed, createdAt FROM SyncStepLog WHERE tableName = 'Product Data' ORDER BY createdAt DESC LIMIT 10;

@@ -0,0 +1,14 @@
+  tableName   |  syncMode   | recordsProcessed | recordsInserted | recordsSkipped | recordsFailed |        createdAt        
+--------------+-------------+------------------+-----------------+----------------+---------------+-------------------------
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:57.769
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:33.239
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:04.175
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:09:40.038
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:09:15.606
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:08:50.332
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:08:22.615
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:56.832
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:31.662
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:06.055
+(10 rows)
+

api/ql -h localhost -p 5432 -U optima -d optima --no-psqlrc -c SELECT count(*) FROM "SyncStepLog"

@@ -0,0 +1,258 @@
+
+                   SSUUMMMMAARRYY OOFF LLEESSSS CCOOMMMMAANNDDSS
+
+      Commands marked with * may be preceded by a number, _N.
+      Notes in parentheses indicate the behavior if _N is given.
+      A key preceded by a caret indicates the Ctrl key; thus ^K is ctrl-K.
+
+  h  H                 Display this help.
+  q  :q  Q  :Q  ZZ     Exit.
+ ---------------------------------------------------------------------------
+
+                           MMOOVVIINNGG
+
+  e  ^E  j  ^N  CR  *  Forward  one line   (or _N lines).
+  y  ^Y  k  ^K  ^P  *  Backward one line   (or _N lines).
+  f  ^F  ^V  SPACE  *  Forward  one window (or _N lines).
+  b  ^B  ESC-v      *  Backward one window (or _N lines).
+  z                 *  Forward  one window (and set window to _N).
+  w                 *  Backward one window (and set window to _N).
+  ESC-SPACE         *  Forward  one window, but don't stop at end-of-file.
+  d  ^D             *  Forward  one half-window (and set half-window to _N).
+  u  ^U             *  Backward one half-window (and set half-window to _N).
+  ESC-)  RightArrow *  Right one half screen width (or _N positions).
+  ESC-(  LeftArrow  *  Left  one half screen width (or _N positions).
+  ESC-}  ^RightArrow   Right to last column displayed.
+  ESC-{  ^LeftArrow    Left  to first column.
+  F                    Forward forever; like "tail -f".
+  ESC-F                Like F but stop when search pattern is found.
+  r  ^R  ^L            Repaint screen.
+  R                    Repaint screen, discarding buffered input.
+        ---------------------------------------------------
+        Default "window" is the screen height.
+        Default "half-window" is half of the screen height.
+ ---------------------------------------------------------------------------
+
+                          SSEEAARRCCHHIINNGG
+
+  /_p_a_t_t_e_r_n          *  Search forward for (_N-th) matching line.
+  ?_p_a_t_t_e_r_n          *  Search backward for (_N-th) matching line.
+  n                 *  Repeat previous search (for _N-th occurrence).
+  N                 *  Repeat previous search in reverse direction.
+  ESC-n             *  Repeat previous search, spanning files.
+  ESC-N             *  Repeat previous search, reverse dir. & spanning files.
+  ESC-u                Undo (toggle) search highlighting.
+  ESC-U                Clear search highlighting.
+  &_p_a_t_t_e_r_n          *  Display only matching lines.
+        ---------------------------------------------------
+        A search pattern may begin with one or more of:
+        ^N or !  Search for NON-matching lines.
+        ^E or *  Search multiple files (pass thru END OF FILE).
+        ^F or @  Start search at FIRST file (for /) or last file (for ?).
+        ^K       Highlight matches, but don't move (KEEP position).
+        ^R       Don't use REGULAR EXPRESSIONS.
+        ^W       WRAP search if no match found.
+ ---------------------------------------------------------------------------
+
+                           JJUUMMPPIINNGG
+
+  g  <  ESC-<       *  Go to first line in file (or line _N).
+  G  >  ESC->       *  Go to last line in file (or line _N).
+  p  %              *  Go to beginning of file (or _N percent into file).
+  t                 *  Go to the (_N-th) next tag.
+  T                 *  Go to the (_N-th) previous tag.
+  {  (  [           *  Find close bracket } ) ].
+  }  )  ]           *  Find open bracket { ( [.
+  ESC-^F _<_c_1_> _<_c_2_>  *  Find close bracket _<_c_2_>.
+  ESC-^B _<_c_1_> _<_c_2_>  *  Find open bracket _<_c_1_>.
+        ---------------------------------------------------
+        Each "find close bracket" command goes forward to the close bracket 
+          matching the (_N-th) open bracket in the top line.
+        Each "find open bracket" command goes backward to the open bracket 
+          matching the (_N-th) close bracket in the bottom line.
+
+  m_<_l_e_t_t_e_r_>            Mark the current top line with <letter>.
+  M_<_l_e_t_t_e_r_>            Mark the current bottom line with <letter>.
+  '_<_l_e_t_t_e_r_>            Go to a previously marked position.
+  ''                   Go to the previous position.
+  ^X^X                 Same as '.
+  ESC-M_<_l_e_t_t_e_r_>        Clear a mark.
+        ---------------------------------------------------
+        A mark is any upper-case or lower-case letter.
+        Certain marks are predefined:
+             ^  means  beginning of the file
+             $  means  end of the file
+ ---------------------------------------------------------------------------
+
+                        CCHHAANNGGIINNGG FFIILLEESS
+
+  :e [_f_i_l_e]            Examine a new file.
+  ^X^V                 Same as :e.
+  :n                *  Examine the (_N-th) next file from the command line.
+  :p                *  Examine the (_N-th) previous file from the command line.
+  :x                *  Examine the first (or _N-th) file from the command line.
+  :d                   Delete the current file from the command line list.
+  =  ^G  :f            Print current file name.
+ ---------------------------------------------------------------------------
+
+                    MMIISSCCEELLLLAANNEEOOUUSS CCOOMMMMAANNDDSS
+
+  -_<_f_l_a_g_>              Toggle a command line option [see OPTIONS below].
+  --_<_n_a_m_e_>             Toggle a command line option, by name.
+  __<_f_l_a_g_>              Display the setting of a command line option.
+  ___<_n_a_m_e_>             Display the setting of an option, by name.
+  +_c_m_d                 Execute the less cmd each time a new file is examined.
+
+  !_c_o_m_m_a_n_d             Execute the shell command with $SHELL.
+  |XX_c_o_m_m_a_n_d            Pipe file between current pos & mark XX to shell command.
+  s _f_i_l_e               Save input to a file.
+  v                    Edit the current file with $VISUAL or $EDITOR.
+  V                    Print version number of "less".
+ ---------------------------------------------------------------------------
+
+                           OOPPTTIIOONNSS
+
+        Most options may be changed either on the command line,
+        or from within less by using the - or -- command.
+        Options may be given in one of two forms: either a single
+        character preceded by a -, or a name preceded by --.
+
+  -?  ........  --help
+                  Display help (from command line).
+  -a  ........  --search-skip-screen
+                  Search skips current screen.
+  -A  ........  --SEARCH-SKIP-SCREEN
+                  Search starts just after target line.
+  -b [_N]  ....  --buffers=[_N]
+                  Number of buffers.
+  -B  ........  --auto-buffers
+                  Don't automatically allocate buffers for pipes.
+  -c  ........  --clear-screen
+                  Repaint by clearing rather than scrolling.
+  -d  ........  --dumb
+                  Dumb terminal.
+  -D xx_c_o_l_o_r  .  --color=xx_c_o_l_o_r
+                  Set screen colors.
+  -e  -E  ....  --quit-at-eof  --QUIT-AT-EOF
+                  Quit at end of file.
+  -f  ........  --force
+                  Force open non-regular files.
+  -F  ........  --quit-if-one-screen
+                  Quit if entire file fits on first screen.
+  -g  ........  --hilite-search
+                  Highlight only last match for searches.
+  -G  ........  --HILITE-SEARCH
+                  Don't highlight any matches for searches.
+  -h [_N]  ....  --max-back-scroll=[_N]
+                  Backward scroll limit.
+  -i  ........  --ignore-case
+                  Ignore case in searches that do not contain uppercase.
+  -I  ........  --IGNORE-CASE
+                  Ignore case in all searches.
+  -j [_N]  ....  --jump-target=[_N]
+                  Screen position of target lines.
+  -J  ........  --status-column
+                  Display a status column at left edge of screen.
+  -k [_f_i_l_e]  .  --lesskey-file=[_f_i_l_e]
+                  Use a lesskey file.
+  -K  ........  --quit-on-intr
+                  Exit less in response to ctrl-C.
+  -L  ........  --no-lessopen
+                  Ignore the LESSOPEN environment variable.
+  -m  -M  ....  --long-prompt  --LONG-PROMPT
+                  Set prompt style.
+  -n  -N  ....  --line-numbers  --LINE-NUMBERS
+                  Don't use line numbers.
+  -o [_f_i_l_e]  .  --log-file=[_f_i_l_e]
+                  Copy to log file (standard input only).
+  -O [_f_i_l_e]  .  --LOG-FILE=[_f_i_l_e]
+                  Copy to log file (unconditionally overwrite).
+  -p [_p_a_t_t_e_r_n]  --pattern=[_p_a_t_t_e_r_n]
+                  Start at pattern (from command line).
+  -P [_p_r_o_m_p_t]   --prompt=[_p_r_o_m_p_t]
+                  Define new prompt.
+  -q  -Q  ....  --quiet  --QUIET  --silent --SILENT
+                  Quiet the terminal bell.
+  -r  -R  ....  --raw-control-chars  --RAW-CONTROL-CHARS
+                  Output "raw" control characters.
+  -s  ........  --squeeze-blank-lines
+                  Squeeze multiple blank lines.
+  -S  ........  --chop-long-lines
+                  Chop (truncate) long lines rather than wrapping.
+  -t [_t_a_g]  ..  --tag=[_t_a_g]
+                  Find a tag.
+  -T [_t_a_g_s_f_i_l_e] --tag-file=[_t_a_g_s_f_i_l_e]
+                  Use an alternate tags file.
+  -u  -U  ....  --underline-special  --UNDERLINE-SPECIAL
+                  Change handling of backspaces.
+  -V  ........  --version
+                  Display the version number of "less".
+  -w  ........  --hilite-unread
+                  Highlight first new line after forward-screen.
+  -W  ........  --HILITE-UNREAD
+                  Highlight first new line after any forward movement.
+  -x [_N[,...]]  --tabs=[_N[,...]]
+                  Set tab stops.
+  -X  ........  --no-init
+                  Don't use termcap init/deinit strings.
+  -y [_N]  ....  --max-forw-scroll=[_N]
+                  Forward scroll limit.
+  -z [_N]  ....  --window=[_N]
+                  Set size of window.
+  -" [_c[_c]]  .  --quotes=[_c[_c]]
+                  Set shell quote characters.
+  -~  ........  --tilde
+                  Don't display tildes after end of file.
+  -# [_N]  ....  --shift=[_N]
+                  Set horizontal scroll amount (0 = one half screen width).
+                --file-size
+                  Automatically determine the size of the input file.
+                --follow-name
+                  The F command changes files if the input file is renamed.
+                --incsearch
+                  Search file as each pattern character is typed in.
+                --line-num-width=N
+                  Set the width of the -N line number field to N characters.
+                --mouse
+                  Enable mouse input.
+                --no-keypad
+                  Don't send termcap keypad init/deinit strings.
+                --no-histdups
+                  Remove duplicates from command history.
+                --rscroll=C
+                  Set the character used to mark truncated lines.
+                --save-marks
+                  Retain marks across invocations of less.
+                --status-col-width=N
+                  Set the width of the -J status column to N characters.
+                --use-backslash
+                  Subsequent options use backslash as escape char.
+                --use-color
+                  Enables colored text.
+                --wheel-lines=N
+                  Each click of the mouse wheel moves N lines.
+
+
+ ---------------------------------------------------------------------------
+
+                          LLIINNEE EEDDIITTIINNGG
+
+        These keys can be used to edit text being entered 
+        on the "command line" at the bottom of the screen.
+
+ RightArrow ..................... ESC-l ... Move cursor right one character.
+ LeftArrow ...................... ESC-h ... Move cursor left one character.
+ ctrl-RightArrow  ESC-RightArrow  ESC-w ... Move cursor right one word.
+ ctrl-LeftArrow   ESC-LeftArrow   ESC-b ... Move cursor left one word.
+ HOME ........................... ESC-0 ... Move cursor to start of line.
+ END ............................ ESC-$ ... Move cursor to end of line.
+ BACKSPACE ................................ Delete char to left of cursor.
+ DELETE ......................... ESC-x ... Delete char under cursor.
+ ctrl-BACKSPACE   ESC-BACKSPACE ........... Delete word to left of cursor.
+ ctrl-DELETE .... ESC-DELETE .... ESC-X ... Delete word under cursor.
+ ctrl-U ......... ESC (MS-DOS only) ....... Delete entire line.
+ UpArrow ........................ ESC-k ... Retrieve previous command line.
+ DownArrow ...................... ESC-j ... Retrieve next command line.
+ TAB ...................................... Complete filename & cycle.
+ SHIFT-TAB ...................... ESC-TAB   Complete filename & reverse cycle.
+ ctrl-L ................................... Complete filename, list all.

api/ql -h localhost -p 5432 -U optima -d optima -P pager=off -c "

@@ -0,0 +1,14 @@
+  tableName   |  syncMode   | recordsProcessed | recordsInserted | recordsSkipped | recordsFailed |        createdAt        
+--------------+-------------+------------------+-----------------+----------------+---------------+-------------------------
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:57.769
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:33.239
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:04.175
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:09:40.038
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:09:15.606
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:08:50.332
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:08:22.615
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:56.832
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:31.662
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:06.055
+(10 rows)
+

api/src/api/companies/[id]/fetch.ts

@@ -18,8 +18,7 @@ export default createRoute(
     const includePrimaryContact =
       c.req.query("includePrimaryContact") === "true";
     const includeAllContacts = c.req.query("includeAllContacts") === "true";
-
+    const includeAllAddresses = c.req.query("includeAllAddresses") === "true";
-    console.log(company.toJson({ includeAddress, includePrimaryContact, includeAllContacts }));
 
     // Check for address-specific permission if includeAddress is requested
     if (includeAddress) {
@@ -49,6 +48,7 @@ export default createRoute(
       includeAddress,
       includePrimaryContact,
       includeAllContacts,
+      includeAllAddresses,
     });
     const gatedData = await processObjectValuePerms(
       companyData,

api/src/api/credential-types/create.ts

@@ -35,8 +35,6 @@ export default createRoute(
 
     const data = schema.parse(body);
 
-    console.log("Creating Credential Type with data:", data);
-
     const credentialType = await credentialTypes.create(data as any);
 
     const response = apiResponse.created(

api/src/api/procurement/[id]/inventoryByWarehouse.ts

@@ -0,0 +1,52 @@
+import { createRoute } from "../../../modules/api-utils/createRoute";
+import { procurement } from "../../../managers/procurement";
+import { apiResponse } from "../../../modules/api-utils/apiResponse";
+import { prisma } from "../../../constants";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../middleware/authorization";
+
+/* GET /v1/procurement/items/:identifier/inventory */
+export default createRoute(
+    "get",
+    ["/items/:identifier/inventory"],
+    async (c) => {
+        const identifier = c.req.param("identifier");
+        const includeWarehouse = c.req.query("includeWarehouse") === "true";
+        const includeWarehouseBin = c.req.query("includeWarehouseBin") === "true";
+        const item = await procurement.fetchItem(identifier);
+
+        const rows = await prisma.productInventory.findMany({
+            where: { itemId: item.cwCatalogId },
+            include: {
+                warehouse: includeWarehouse,
+                warehouseBin: includeWarehouseBin,
+            },
+            orderBy: [{ warehouseId: "asc" }, { warehouseBinId: "asc" }],
+        });
+
+        const data = rows.map((row) => ({
+            id: row.id,
+            qtyOnHand: row.qtyOnHand,
+            warehouseId: row.warehouseId,
+            warehouseBinId: row.warehouseBinId,
+            ...(includeWarehouse && {
+                warehouse: (row as any).warehouse
+                    ? { id: (row as any).warehouse.id, name: (row as any).warehouse.name }
+                    : null,
+            }),
+            ...(includeWarehouseBin && {
+                warehouseBin: (row as any).warehouseBin
+                    ? { id: (row as any).warehouseBin.id, name: (row as any).warehouseBin.name }
+                    : null,
+            }),
+        }));
+
+        const response = apiResponse.successful(
+            "Product inventory fetched successfully!",
+            data,
+        );
+
+        return c.json(response, response.status as ContentfulStatusCode);
+    },
+    authMiddleware({ permissions: ["procurement.catalog.fetch"] }),
+);

api/src/api/procurement/index.ts

@@ -1,6 +1,7 @@
 import { default as fetchAll } from "./fetchAll";
 import { default as fetch } from "./[id]/fetch";
 import { default as refreshInventory } from "./[id]/refreshInventory";
+import { default as inventoryByWarehouse } from "./[id]/inventoryByWarehouse";
 import { default as link } from "./[id]/link";
 import { default as unlink } from "./[id]/unlink";
 import { default as fetchLinked } from "./[id]/fetchLinked";
@@ -15,6 +16,7 @@ export {
   fetchAll,
   fetchLinked,
   filters,
+  inventoryByWarehouse,
   link,
   refreshInventory,
   unlink,

api/src/api/routers/timeEntryRouter.ts

@@ -0,0 +1,7 @@
+import { Hono } from "hono";
+import * as timeEntryRoutes from "../time-entries";
+
+const timeEntryRouter = new Hono();
+Object.values(timeEntryRoutes).map((r) => timeEntryRouter.route("/", r));
+
+export default timeEntryRouter;

api/src/api/sales/[id]/fetch.ts

@@ -36,7 +36,10 @@ export default createRoute(
     if (includes.has("products")) {
       subResourcePromises.products = item
         .fetchProducts()
-        .then((products) => products.map((p) => p.toJson()));
+        .then((products) => {
+          const json = products.map((p) => p.toJson());
+          return json;
+        });
     }
     if (includes.has("quotes")) {
       subResourcePromises.quotes = generatedQuotes

api/src/api/sales/index.ts

@@ -34,6 +34,8 @@ import { default as fetchByUserId } from "./opportunities/fetchByUserId";
 import { default as workflowDispatch } from "./opportunities/[id]/workflow/dispatch";
 import { default as workflowStatus } from "./opportunities/[id]/workflow/status";
 import { default as workflowHistory } from "./opportunities/[id]/workflow/history";
+import { default as addTime } from "./opportunities/[id]/time";
+import { default as fetchActivities } from "./opportunities/[id]/activities";
 
 export {
   addProduct,
@@ -72,4 +74,6 @@ export {
   workflowDispatch,
   workflowStatus,
   workflowHistory,
+  addTime,
+  fetchActivities,
 };

api/src/api/sales/opportunities/[id]/activities.ts

@@ -0,0 +1,51 @@
+import { createRoute } from "../../../../modules/api-utils/createRoute";
+import { apiResponse } from "../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../middleware/authorization";
+import { opportunities } from "../../../../managers/opportunities";
+import { activityCw } from "../../../../modules/cw-utils/activities/activities";
+import { OptimaType } from "../../../../workflows/wf.opportunity";
+
+/* GET /v1/sales/opportunities/opportunity/:identifier/activities */
+export default createRoute(
+  "get",
+  ["/opportunities/opportunity/:identifier/activities"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+
+    const opportunity = await opportunities.fetchItem(identifier);
+
+    const rawActivities = await activityCw.fetchByOpportunityDirect(
+      opportunity.cwOpportunityId,
+    );
+
+    // Return only open workflow activities (status != 2)
+    const openActivities = rawActivities
+      .filter((a: any) => a.status?.id !== 2)
+      .map((a: any) => {
+        const optimaTypeField = a.customFields?.find(
+          (f: any) => f.id === OptimaType.FIELD_ID || f.caption === "Optima_Type",
+        );
+        const parentActivityField = a.customFields?.find(
+          (f: any) => f.id === 50 || f.caption === "Parent_Activity",
+        );
+        return {
+          cwActivityId: a.id,
+          name: a.name,
+          optimaType: optimaTypeField?.value ?? null,
+          parentActivityId: parentActivityField?.value
+            ? parseInt(parentActivityField.value, 10) || null
+            : null,
+          status: a.status,
+          dateStart: a.dateStart ?? null,
+          dateEnd: a.dateEnd ?? null,
+        };
+      });
+
+    const response = apiResponse.successful("Open activities fetched.", {
+      activities: openActivities,
+    });
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.view"] }),
+);

api/src/api/sales/opportunities/[id]/fetch.ts

@@ -39,7 +39,11 @@ export default createRoute(
     if (includes.has("products")) {
       subResourcePromises.products = item
         .fetchProducts()
-        .then((products) => products.map((p) => p.toJson()));
+        .then((products) => {
+          const json = products.map((p) => p.toJson());
+          console.log(`[PRODUCTS_DEBUG] cwOpportunityId=${item.cwOpportunityId} count=${json.length}`, JSON.stringify(json, null, 2));
+          return json;
+        });
     }
     if (includes.has("quotes")) {
       const includeRegenData = c.req.query("includeRegenData") === "true";

api/src/api/sales/opportunities/[id]/quotes/commit.ts

@@ -7,14 +7,23 @@ import { z } from "zod";
 import { cwMembers } from "../../../../../managers/cwMembers";
 import {
   createWorkflowActivity,
+  resolveQuoteParentActivityCwId,
   OptimaType,
+  OpportunityStatus,
 } from "../../../../../workflows/wf.opportunity";
 
+/** Status IDs that do NOT require the backgenerate permission. */
+const STANDARD_GENERATE_STATUSES = new Set<number>([
+  OpportunityStatus.New,
+  OpportunityStatus.Active,
+]);
+
 const commitQuoteSchema = z
   .object({
     lineItemPricing: z.boolean().optional(),
     includeQuoteNarrative: z.boolean().optional(),
     includeItemNarratives: z.boolean().optional(),
+    separateRecurringServices: z.boolean().optional(),
   })
   .strict()
   .optional();
@@ -32,6 +41,28 @@ export default createRoute(
     const item = await opportunities.fetchRecord(identifier);
     const user = c.get("user");
 
+    // If the opportunity is in the Optima workflow and NOT in a standard generate state
+    // (New or Active), require the backgenerate permission.
+    if (
+      item.stageName === "Optima" &&
+      item.statusCwId != null &&
+      !STANDARD_GENERATE_STATUSES.has(item.statusCwId)
+    ) {
+      const canBackGenerate = await user.hasPermission(
+        "sales.opportunity.quote.commit.backgenerate",
+      );
+      if (!canBackGenerate) {
+        return c.json(
+          {
+            successful: false,
+            message:
+              "Generating a quote in this workflow state requires the 'sales.opportunity.quote.commit.backgenerate' permission.",
+          },
+          403,
+        );
+      }
+    }
+
     const quote = await item.commitQuote(opts ?? {}, user);
 
     // Create a workflow activity for the generated quote
@@ -44,6 +75,10 @@ export default createRoute(
       }
 
       if (cwMemberId) {
+        const parentActivityCwId = await resolveQuoteParentActivityCwId(
+          item.cwOpportunityId,
+        );
+
         await createWorkflowActivity({
           name: `[Workflow] Quote generated — ${item.name}`,
           opportunityCwId: item.cwOpportunityId,
@@ -52,6 +87,7 @@ export default createRoute(
           notes: `Quote "${quote.quoteFileName}" generated.`,
           optimaType: OptimaType.QuoteGenerated,
           quoteId: quote.id,
+          parentActivityCwId,
         });
       }
     } catch (activityErr) {

api/src/api/sales/opportunities/[id]/time.ts

@@ -0,0 +1,112 @@
+import { z } from "zod";
+import { createRoute } from "../../../../modules/api-utils/createRoute";
+import { apiResponse } from "../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../middleware/authorization";
+import { opportunities } from "../../../../managers/opportunities";
+import { cwMembers } from "../../../../managers/cwMembers";
+import { activityCw } from "../../../../modules/cw-utils/activities/activities";
+import { submitTimeEntry } from "../../../../services/cw.opportunityService";
+import { OptimaType } from "../../../../workflows/wf.opportunity";
+import GenericError from "../../../../Errors/GenericError";
+
+const addTimeSchema = z.object({
+  /** CW activity ID to log time against. */
+  activityId: z.number().int().positive(),
+  /** ISO-8601 datetime when work started. */
+  timeStarted: z.string().datetime(),
+  /** ISO-8601 datetime when work ended. */
+  timeEnded: z.string().datetime(),
+  /** Optional notes for the time entry. */
+  notes: z.string().optional(),
+});
+
+/* POST /v1/sales/opportunities/opportunity/:identifier/time */
+export default createRoute(
+  "post",
+  ["/opportunities/opportunity/:identifier/time"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const body = await c.req.json();
+    const data = addTimeSchema.parse(body);
+
+    const user = c.get("user");
+
+    if (!user.cwIdentifier) {
+      throw new GenericError({
+        status: 400,
+        name: "MissingCwIdentifier",
+        message:
+          "Your account is not linked to a ConnectWise member. A CW member association is required to log time.",
+      });
+    }
+
+    // Verify the opportunity exists and belongs to the correct identifier
+    const opportunity = await opportunities.fetchItem(identifier);
+
+    const cwMember = await cwMembers.fetch(user.cwIdentifier);
+
+    // Fetch the activity to verify it belongs to this opportunity and is open
+    const activity = await activityCw.fetch(data.activityId);
+
+    if (activity.opportunity?.id !== opportunity.cwOpportunityId) {
+      throw new GenericError({
+        status: 400,
+        name: "ActivityMismatch",
+        message: "The specified activity does not belong to this opportunity.",
+      });
+    }
+
+    if (activity.status?.id === 2) {
+      throw new GenericError({
+        status: 400,
+        name: "ActivityClosed",
+        message: "Cannot log time against a closed activity.",
+      });
+    }
+
+    // Submit the time entry
+    const result = await submitTimeEntry({
+      activityId: data.activityId,
+      cwMemberId: cwMember.cwMemberId,
+      timeStart: data.timeStarted,
+      timeEnd: data.timeEnded,
+      notes: data.notes ?? "",
+    });
+
+    if (!result.success) {
+      throw new GenericError({
+        status: 502,
+        name: "TimeEntryFailed",
+        message: result.message,
+      });
+    }
+
+    // If the activity is a Schedule Entry (Optima_Type = "Schedule Entry"),
+    // close it now that time has been logged against it.
+    const optimaTypeField = activity.customFields?.find(
+      (f: any) => f.id === OptimaType.FIELD_ID || f.caption === "Optima_Type",
+    );
+    if (optimaTypeField?.value === OptimaType.ScheduleEntry) {
+      try {
+        await activityCw.update(data.activityId, [
+          { op: "replace", path: "status", value: { id: 2 } },
+        ]);
+      } catch (closeErr) {
+        // Non-fatal — time entry was already submitted successfully
+        console.error(
+          `[AddTime] Failed to close Schedule Entry activity ${data.activityId}:`,
+          closeErr,
+        );
+      }
+    }
+
+    const response = apiResponse.successful("Time entry submitted successfully.", {
+      cwTimeEntryId: result.cwTimeEntryId,
+      activityId: data.activityId,
+      activityWasClosed: optimaTypeField?.value === OptimaType.ScheduleEntry,
+    });
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.update"] }),
+);

api/src/api/sales/opportunities/[id]/update.ts

@@ -5,12 +5,18 @@ import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../../middleware/authorization";
 import GenericError from "../../../../Errors/GenericError";
 import { z } from "zod";
+import {
+  OpportunityStatus,
+  StatusIdToKey,
+} from "../../../../workflows/wf.opportunity";
+import { resolveCwProbabilityId } from "../../../../modules/cw-utils/opportunities/cwProbabilityCache";
 
 const updateSchema = z
   .object({
     name: z.string().min(1).optional(),
     notes: z.string().optional(),
     interest: z.enum(["HOT", "WARM", "COLD"]).nullable().optional(),
+    probability: z.number().min(0).max(100).optional(),
     rating: z.object({ id: z.number() }).optional(),
     type: z.object({ id: z.number() }).optional(),
     stage: z.object({ id: z.number() }).optional(),
@@ -46,8 +52,35 @@ export default createRoute(
 
     const item = await opportunities.fetchRecord(identifier);
 
+    // Read-only guard: only New and Active statuses allow opportunity data mutations.
+    const editableStatuses = new Set<number>([
+      OpportunityStatus.New,
+      OpportunityStatus.Active,
+    ]);
+    const currentStatusId = item.statusCwId ?? null;
+    if (currentStatusId !== null && !editableStatuses.has(currentStatusId)) {
+      const statusKey = StatusIdToKey[currentStatusId] ?? `ID ${currentStatusId}`;
+      throw new GenericError({
+        status: 422,
+        name: "OpportunityReadOnly",
+        message: `Opportunity data cannot be edited in "${statusKey}" status. Only "New" and "Active" opportunities are editable.`,
+      });
+    }
+
     try {
-      const updated = await item.updateOpportunity(data);
+      const { probability: probabilityPercent, ...rest } = data;
+
+      // Resolve numeric probability → CW reference ID
+      let probabilityRef: { id: number } | undefined;
+      if (probabilityPercent !== undefined) {
+        const probId = await resolveCwProbabilityId(probabilityPercent);
+        if (probId != null) probabilityRef = { id: probId };
+      }
+
+      const updated = await item.updateOpportunity({
+        ...rest,
+        ...(probabilityRef !== undefined ? { probability: probabilityRef } : {}),
+      });
 
       const response = apiResponse.successful(
         "Opportunity updated successfully!",

api/src/api/sales/opportunities/[id]/workflow/dispatch.ts

@@ -91,6 +91,19 @@ const dispatchSchema = z.discriminatedUnion("action", [
     action: z.literal("reopen"),
     payload: noteRequiredPayload,
   }),
+  z.object({
+    action: z.literal("sendBackForRevision"),
+    payload: noteRequiredPayload,
+  }),
+  z.object({
+    action: z.literal("createScheduleEntry"),
+    payload: basePayload.extend({
+      activityTypeValue: z.enum(["Follow-Up", "Appointment", "Admin"]),
+      dueDate: z.string().optional(),
+      startTime: z.string().optional(),
+      endTime: z.string().optional(),
+    }),
+  }),
 ]);
 
 // ── Route ─────────────────────────────────────────────────────────────────
@@ -103,15 +116,7 @@ export default createRoute(
     try {
       const identifier = c.req.param("identifier");
       const body = await c.req.json();
-      console.log(
-        "[Workflow Dispatch] Raw request body:",
-        JSON.stringify(body, null, 2),
-      );
       const parsed = dispatchSchema.parse(body);
-      console.log(
-        "[Workflow Dispatch] Parsed payload:",
-        JSON.stringify(parsed.payload, null, 2),
-      );
       const user = c.get("user");
 
       // ── Resolve opportunity ────────────────────────────────────────────

api/src/api/sales/opportunities/[id]/workflow/history.ts

@@ -3,9 +3,11 @@ import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../../../middleware/authorization";
 import { opportunities } from "../../../../../managers/opportunities";
+import { timeEntries } from "../../../../../managers/timeEntries";
 import { activityCw } from "../../../../../modules/cw-utils/activities/activities";
 import { ActivityController } from "../../../../../controllers/ActivityController";
 import { OptimaType } from "../../../../../workflows/wf.opportunity";
+import { prisma } from "../../../../../constants";
 
 // ═══════════════════════════════════════════════════════════════════════════
 // HELPERS
@@ -22,6 +24,7 @@ const OPTIMA_TYPE_VALUES = new Set<string>([
   OptimaType.Revision,
   OptimaType.Finalized,
   OptimaType.Converted,
+  OptimaType.ScheduleEntry,
 ]);
 
 /** QuoteID custom field ID (matches wf.opportunity.ts QUOTE_ID_FIELD_ID). */
@@ -30,6 +33,9 @@ const QUOTE_ID_FIELD_ID = 48;
 /** Close Date custom field ID (matches wf.opportunity.ts CLOSE_DATE_FIELD_ID). */
 const CLOSE_DATE_FIELD_ID = 49;
 
+/** Parent_Activity custom field ID. */
+const PARENT_ACTIVITY_FIELD_ID = 50;
+
 /**
  * Extract the Optima_Type value from a CW activity's custom fields.
  * Returns the string value if present, or null.
@@ -69,6 +75,22 @@ function extractCloseDate(
   return field.value;
 }
 
+/**
+ * Extract the Parent_Activity custom field value from a CW activity.
+ * Returns the numeric activity ID or null.
+ */
+function extractParentActivityId(
+  customFields: { id: number; value: unknown }[] | undefined,
+): number | null {
+  if (!customFields) return null;
+  const field = customFields.find(
+    (f) => f.id === PARENT_ACTIVITY_FIELD_ID || (f as any).caption === "Parent_Activity",
+  );
+  if (!field?.value) return null;
+  const parsed = parseInt(String(field.value), 10);
+  return isNaN(parsed) ? null : parsed;
+}
+
 // ═══════════════════════════════════════════════════════════════════════════
 // ROUTE
 // ═══════════════════════════════════════════════════════════════════════════
@@ -95,6 +117,7 @@ export default createRoute(
         activity: ReturnType<ActivityController["toJson"]>;
         optimaType: string;
         quoteId: string | null;
+        parentActivityId: number | null;
         closed: boolean;
         closedAt: string | null;
       }[] = [];
@@ -108,6 +131,7 @@ export default createRoute(
         if (filterType && optimaType !== filterType) continue;
 
         const quoteId = extractQuoteId(raw.customFields);
+        const parentActivityId = extractParentActivityId(raw.customFields);
         const closed = raw.status?.id === 2;
         const closedAt = extractCloseDate(raw.customFields);
 
@@ -115,6 +139,7 @@ export default createRoute(
           activity: json,
           optimaType,
           quoteId,
+          parentActivityId,
           closed,
           closedAt,
         });
@@ -131,13 +156,60 @@ export default createRoute(
         return dateB - dateA;
       });
 
+      // Attach time entries for each activity in parallel
+      const activitiesWithTimeEntries = await Promise.all(
+        workflowActivities.map(async (item) => {
+          const entries = await timeEntries.fetchByActivity(
+            item.activity.cwActivityId,
+          );
+          return {
+            ...item,
+            timeEntries: entries.map((e) => e.toJson()),
+          };
+        }),
+      );
+
+      // Resolve CwMember info for all unique memberIds across time entries
+      const allMemberIds = Array.from(
+        new Set(
+          activitiesWithTimeEntries.flatMap((item) =>
+            item.timeEntries
+              .map((te) => te.memberId)
+              .filter((id): id is string => !!id),
+          ),
+        ),
+      );
+
+      const memberRecords = allMemberIds.length
+        ? await prisma.cwMember.findMany({
+          where: { identifier: { in: allMemberIds } },
+          select: { identifier: true, firstName: true, lastName: true, officeEmail: true },
+        })
+        : [];
+
+      const memberMap = new Map(
+        memberRecords.map((m) => [
+          m.identifier,
+          { name: `${m.firstName} ${m.lastName}`.trim(), email: m.officeEmail ?? null },
+        ]),
+      );
+
+      // Attach member info to each time entry
+      const enrichedActivities = activitiesWithTimeEntries.map((item) => ({
+        ...item,
+        timeEntries: item.timeEntries.map((te) => ({
+          ...te,
+          member: te.memberId ? (memberMap.get(te.memberId) ?? null) : null,
+        })),
+      }));
+
       const response = apiResponse.successful(
         "Workflow history fetched successfully.",
         {
           opportunityId: opportunity.id,
           cwOpportunityId: opportunity.cwOpportunityId,
-          totalActivities: workflowActivities.length,
+          totalActivities: enrichedActivities.length,
-          activities: workflowActivities,
+          activities: enrichedActivities,
         },
       );
       return c.json(response, response.status as ContentfulStatusCode);

api/src/api/sales/opportunities/[id]/workflow/status.ts

@@ -248,6 +248,15 @@ const ACTION_MAP: Record<number, AvailableAction[]> = {
       requiresPermission: null,
       payloadHints: { needsRevision: "true" },
     },
+    {
+      action: "sendBackForRevision",
+      label: "Send Back for Revision",
+      targetStatuses: [
+        { key: "PendingRevision", id: OpportunityStatus.PendingRevision },
+      ],
+      requiresNote: true,
+      requiresPermission: null,
+    },
   ],
 
   [OpportunityStatus.Active]: [

api/src/api/sales/opportunities/create.ts

@@ -11,6 +11,7 @@ import {
   createWorkflowActivity,
   OptimaType,
 } from "../../../workflows/wf.opportunity";
+import { resolveCwProbabilityId } from "../../../modules/cw-utils/opportunities/cwProbabilityCache";
 
 const createSchema = z.object({
   name: z.string().min(1),
@@ -46,16 +47,25 @@ export default createRoute(
     const data = createSchema.parse(body);
     const { interest, ...cwCreateData } = data;
 
-    try {
+    // Resolve the CW probability reference ID for 50% (the default)
-      const item = await opportunities.createItem(cwCreateData);
+    const defaultProbabilityId = await resolveCwProbabilityId(50);
 
-      if (interest !== undefined) {
+    try {
+      const item = await opportunities.createItem({
+        ...cwCreateData,
+        ...(defaultProbabilityId != null
+          ? { probability: { id: defaultProbabilityId } }
+          : {}),
+      });
+
+      // Apply defaults: "HOT" interest and 50% probability if not explicitly provided.
+      const effectiveInterest = interest !== undefined ? interest : "HOT";
       await prisma.opportunity.update({
         where: { uid: item.id },
-          data: { interest },
+        data: { interest: effectiveInterest, probability: 50 },
       });
-        item.interest = interest;
+      item.interest = effectiveInterest;
-      }
+      item.probability = 50;
 
       // Create a workflow activity for the new opportunity
       try {
@@ -118,6 +128,7 @@ export default createRoute(
         );
       }
 
+      console.error("[Opportunity Create] DB write failed after CW create:", err);
       throw new GenericError({
         status: 500,
         name: "OpportunityCreateError",

api/src/api/server.ts

@@ -16,6 +16,7 @@ import procurementRouter from "./routers/procurementRouter";
 import salesRouter from "./routers/salesRouter";
 import cwRouter from "./routers/cwRouter";
 import scheduleRouter from "./routers/scheduleRouter";
+import timeEntryRouter from "./routers/timeEntryRouter";
 
 const app = new Hono();
 const v1 = new Hono();
@@ -73,6 +74,7 @@ v1.route("/procurement", procurementRouter);
 v1.route("/sales", salesRouter);
 v1.route("/cw", cwRouter);
 v1.route("/schedule", scheduleRouter);
+v1.route("/time-entry", timeEntryRouter);
 app.route("/v1", v1);
 
 export default app;

api/src/api/sockets/events/liveQuotePreview.ts

@@ -53,6 +53,7 @@ export const registerLiveQuotePreviewHandlers = (socket: Socket) => {
               lineItemPricing: opts?.lineItemPricing,
               includeQuoteNarrative: opts?.includeQuoteNarrative,
               includeItemNarratives: opts?.includeItemNarratives,
+              separateRecurringServices: opts?.separateRecurringServices,
               logoPath: opts?.logoPath,
               showPreview: true,
             });

api/src/api/time-entries/[identifier]/fetch.ts

@@ -0,0 +1,22 @@
+import { createRoute } from "../../../modules/api-utils/createRoute";
+import { timeEntries } from "../../../managers/timeEntries";
+import { apiResponse } from "../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../middleware/authorization";
+
+/* GET /v1/time-entry/time-entries/:identifier */
+export default createRoute(
+    "get",
+    ["/time-entries/:identifier"],
+    async (c) => {
+        const entry = await timeEntries.fetch(c.req.param("identifier"));
+
+        const response = apiResponse.successful(
+            "Time entry fetched successfully!",
+            entry.toJson(),
+        );
+
+        return c.json(response, response.status as ContentfulStatusCode);
+    },
+    authMiddleware({ permissions: ["time-entry.fetch"] }),
+);

api/src/api/time-entries/count.ts

@@ -0,0 +1,22 @@
+import { createRoute } from "../../modules/api-utils/createRoute";
+import { timeEntries } from "../../managers/timeEntries";
+import { apiResponse } from "../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../middleware/authorization";
+
+/* GET /v1/time-entry/count */
+export default createRoute(
+    "get",
+    ["/count"],
+    async (c) => {
+        const count = await timeEntries.count();
+
+        const response = apiResponse.successful(
+            "Time entry count fetched successfully!",
+            { count },
+        );
+
+        return c.json(response, response.status as ContentfulStatusCode);
+    },
+    authMiddleware({ permissions: ["time-entry.fetch.many"] }),
+);

api/src/api/time-entries/fetchAll.ts

@@ -0,0 +1,42 @@
+import { createRoute } from "../../modules/api-utils/createRoute";
+import { timeEntries } from "../../managers/timeEntries";
+import { apiResponse } from "../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../middleware/authorization";
+
+/* GET /v1/time-entry/time-entries?page=&rpp=&search= */
+export default createRoute(
+    "get",
+    ["/time-entries"],
+    async (c) => {
+        const page = new Number(c.req.query("page") ?? 1) as number;
+        const rpp = new Number(c.req.query("rpp") ?? 30) as number;
+        const search = c.req.query("search");
+
+        const data = search
+            ? await timeEntries.search(search, page, rpp)
+            : await timeEntries.fetchPages(page, rpp);
+
+        const totalRecords = search
+            ? (await timeEntries.search(search, 1, 999999)).length
+            : await timeEntries.count();
+
+        const response = apiResponse.successful(
+            "Time entries fetched successfully!",
+            data.map((e) => e.toJson()),
+            {
+                pagination: {
+                    previousPage: page == 1 ? null : page - 1,
+                    currentPage: page,
+                    nextPage: page >= totalRecords / rpp ? null : page + 1,
+                    totalPages: Math.ceil(totalRecords / rpp),
+                    totalRecords,
+                    listedRecords: rpp,
+                },
+            },
+        );
+
+        return c.json(response, response.status as ContentfulStatusCode);
+    },
+    authMiddleware({ permissions: ["time-entry.fetch.many"] }),
+);

api/src/api/time-entries/index.ts

@@ -0,0 +1,8 @@
+import { default as fetchAll } from "./fetchAll";
+import { default as count } from "./count";
+import { default as fetch } from "./[identifier]/fetch";
+import { default as fetchByMember } from "./member/fetchByMember";
+import { default as fetchByTicket } from "./ticket/fetchByTicket";
+import { default as fetchMyTimeEntries } from "./me/fetchMyTimeEntries";
+
+export { count, fetch, fetchAll, fetchByMember, fetchByTicket, fetchMyTimeEntries };

api/src/api/time-entries/me/fetchMyTimeEntries.ts

@@ -0,0 +1,69 @@
+import { createRoute } from "../../../modules/api-utils/createRoute";
+import { timeEntries } from "../../../managers/timeEntries";
+import { apiResponse } from "../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../middleware/authorization";
+import GenericError from "../../../Errors/GenericError";
+
+/* GET /v1/time-entry/@me?start=<ISO>&end=<ISO> */
+export default createRoute(
+    "get",
+    ["/@me"],
+    async (c) => {
+        const user = c.get("user");
+
+        if (!user?.cwIdentifier) {
+            throw new GenericError({
+                name: "BadRequest",
+                message:
+                    "Your account is not linked to a ConnectWise member. Cannot fetch time entries.",
+                status: 400,
+            });
+        }
+
+        const startParam = c.req.query("start");
+        const endParam = c.req.query("end");
+
+        if (!startParam || !endParam) {
+            throw new GenericError({
+                name: "BadRequest",
+                message:
+                    "Query params 'start' and 'end' are required (ISO 8601 date strings).",
+                status: 400,
+            });
+        }
+
+        const startDate = new Date(startParam);
+        const endDate = new Date(endParam);
+
+        if (isNaN(startDate.getTime()) || isNaN(endDate.getTime())) {
+            throw new GenericError({
+                name: "BadRequest",
+                message: "Invalid date format. Use ISO 8601 (e.g. 2026-04-01T00:00:00Z).",
+                status: 400,
+            });
+        }
+
+        if (startDate >= endDate) {
+            throw new GenericError({
+                name: "BadRequest",
+                message: "'start' must be before 'end'.",
+                status: 400,
+            });
+        }
+
+        const data = await timeEntries.fetchByDateRange(
+            startDate,
+            endDate,
+            user.cwIdentifier,
+        );
+
+        const response = apiResponse.successful(
+            "Time entries fetched successfully!",
+            data.map((e) => e.toJson()),
+        );
+
+        return c.json(response, response.status as ContentfulStatusCode);
+    },
+    authMiddleware({ permissions: ["time-entry.fetch"] }),
+);

api/src/api/time-entries/member/fetchByMember.ts

@@ -0,0 +1,37 @@
+import { createRoute } from "../../../modules/api-utils/createRoute";
+import { timeEntries } from "../../../managers/timeEntries";
+import { apiResponse } from "../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../middleware/authorization";
+
+/* GET /v1/time-entry/member/:memberId?page=&rpp= */
+export default createRoute(
+    "get",
+    ["/member/:memberId"],
+    async (c) => {
+        const memberId = c.req.param("memberId");
+        const page = new Number(c.req.query("page") ?? 1) as number;
+        const rpp = new Number(c.req.query("rpp") ?? 30) as number;
+
+        const data = await timeEntries.fetchByMember(memberId, page, rpp);
+        const totalRecords = await timeEntries.countByMember(memberId);
+
+        const response = apiResponse.successful(
+            "Time entries fetched successfully!",
+            data.map((e) => e.toJson()),
+            {
+                pagination: {
+                    previousPage: page == 1 ? null : page - 1,
+                    currentPage: page,
+                    nextPage: page >= totalRecords / rpp ? null : page + 1,
+                    totalPages: Math.ceil(totalRecords / rpp),
+                    totalRecords,
+                    listedRecords: rpp,
+                },
+            },
+        );
+
+        return c.json(response, response.status as ContentfulStatusCode);
+    },
+    authMiddleware({ permissions: ["time-entry.fetch.many"] }),
+);

api/src/api/time-entries/ticket/fetchByTicket.ts

@@ -0,0 +1,24 @@
+import { createRoute } from "../../../modules/api-utils/createRoute";
+import { timeEntries } from "../../../managers/timeEntries";
+import { apiResponse } from "../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../middleware/authorization";
+
+/* GET /v1/time-entry/ticket/:ticketId */
+export default createRoute(
+    "get",
+    ["/ticket/:ticketId"],
+    async (c) => {
+        const ticketId = parseInt(c.req.param("ticketId"), 10);
+
+        const data = await timeEntries.fetchByTicket(ticketId);
+
+        const response = apiResponse.successful(
+            "Time entries fetched successfully!",
+            data.map((e) => e.toJson()),
+        );
+
+        return c.json(response, response.status as ContentfulStatusCode);
+    },
+    authMiddleware({ permissions: ["time-entry.fetch.many"] }),
+);

api/src/api/unifi/site/link.ts

@@ -12,7 +12,7 @@ export default createRoute(
   async (c) => {
     const siteId = c.req.param("id");
     const body = await c.req.json();
-    const schema = z.object({ companyId: z.string() }).strict();
+    const schema = z.object({ companyId: z.number().int() }).strict();
     const { companyId } = schema.parse(body);
 
     const site = await unifiSites.linkToCompany(siteId, companyId);

api/src/constants.ts

@@ -74,8 +74,8 @@ export { io, engine };
 const connectWiseApi = axios.create({
   baseURL: `https://ttscw.totaltech.net/v4_6_release/apis/3.0/`,
   headers: {
-    Authorization: `Basic ${process.env.CW_BASIC_TOKEN}`,
+    Authorization: `Basic ${process.env.CW_BASIC_TOKEN?.trim()}`,
-    clientId: `${process.env.CW_CLIENT_ID}`,
+    clientId: `${process.env.CW_CLIENT_ID?.trim()}`,
     "Content-Type": "application/json",
   },
   timeout: 30_000, // 30 s — prevents indefinite hangs on CW API

api/src/controllers/CatalogItemController.ts

@@ -5,7 +5,6 @@ import {
   CatalogManufacturer,
 } from "../../generated/prisma/client";
 import { prisma } from "../constants";
-import { catalogCw } from "../modules/cw-utils/procurement/catalog";
 import { CatalogItem as CWCatalogItem } from "../modules/cw-utils/procurement/catalog.types";
 import GenericError from "../Errors/GenericError";
 
@@ -129,7 +128,11 @@ export class CatalogItemController {
    * @returns {Promise<CatalogItemController>} - The updated controller
    */
   public async refreshInventory(): Promise<CatalogItemController> {
-    const onHand = await catalogCw.fetchInventoryOnHand(this.cwCatalogId);
+    const result = await prisma.productInventory.aggregate({
+      where: { itemId: this.cwCatalogId },
+      _sum: { qtyOnHand: true },
+    });
+    const onHand = result._sum.qtyOnHand ?? 0;
 
     if (onHand !== this.onHand) {
       await prisma.catalogItem.update({

api/src/controllers/CompanyController.ts

@@ -288,10 +288,12 @@ export class CompanyController {
     includeAddress?: boolean;
     includePrimaryContact?: boolean;
     includeAllContacts?: boolean;
+    includeAllAddresses?: boolean;
   }) {
     const cw_Data: Record<string, unknown> = {};
 
-    if (opts?.includeAddress && this.cw_Data) {
+    if (opts?.includeAddress) {
+      if (this.cw_Data) {
         const addr = this.cw_Data.company;
         cw_Data.address = {
           line1: addr.addressLine1 ?? null,
@@ -301,6 +303,35 @@ export class CompanyController {
           zip: addr.zip ?? null,
           country: addr.country?.name ?? "United States",
         };
+      } else if (this._defaultAddress) {
+        const addr = this._defaultAddress;
+        cw_Data.address = {
+          line1: addr.addressLine1 ?? null,
+          line2: addr.addressLine2 ?? null,
+          city: addr.city ?? null,
+          state: addr.state ?? null,
+          zip: addr.zipCode ?? null,
+          country: addr.country ?? "United States",
+        };
+      }
+    }
+
+    if (opts?.includeAllAddresses) {
+      cw_Data.allAddresses = this._addresses.map((addr) => ({
+        id: addr.id,
+        uid: addr.uid,
+        name: addr.name,
+        description: addr.description ?? null,
+        defaultFlag: addr.defaultFlag,
+        inactiveFlag: addr.inactiveFlag,
+        addressLine1: addr.addressLine1 ?? null,
+        addressLine2: addr.addressLine2 ?? null,
+        city: addr.city ?? null,
+        state: addr.state ?? null,
+        zip: addr.zipCode ?? null,
+        country: addr.country ?? null,
+        phone: addr.phone ?? null,
+      }));
     }
 
     if (opts?.includePrimaryContact) {

api/src/controllers/OpportunityController.ts

@@ -222,8 +222,6 @@ export class OpportunityController {
       activities?: ActivityController[];
     }
   ) {
-    console.log(data.primarySalesRep);
-
     // New schema: uid is the internal PK (string), id is the CW opportunity ID (Int)
     this.id = data.uid;
     this.cwOpportunityId = data.id;
@@ -944,6 +942,7 @@ export class OpportunityController {
     lineItemPricing?: boolean;
     includeQuoteNarrative?: boolean;
     includeItemNarratives?: boolean;
+    separateRecurringServices?: boolean;
     showPreview?: boolean; // INTERNAL ONLY
     logoPath?: string;
     metadata?: QuoteMetadata;
@@ -952,6 +951,7 @@ export class OpportunityController {
       lineItemPricing: opts?.lineItemPricing ?? true,
       includeQuoteNarrative: opts?.includeQuoteNarrative ?? true,
       includeItemNarratives: opts?.includeItemNarratives ?? true,
+      separateRecurringServices: opts?.separateRecurringServices ?? true,
       showPreview: opts?.showPreview ?? false,
       logoPath: opts?.logoPath,
     };
@@ -1016,6 +1016,9 @@ export class OpportunityController {
           item.description || item.customerDescription || item.productDescription || "Line Item",
         unitPrice,
         narrative: shouldIncludeNarrative ? itemNarrative : undefined,
+        isRecurring: options.separateRecurringServices
+          ? item.catalogItemIdentifier?.startsWith("RSV") ?? false
+          : false,
       };
     });
 
@@ -1068,8 +1071,6 @@ export class OpportunityController {
       quoNarrativeProduct?.customerDescription ??
       undefined;
 
-    console.log("[generateQuote] quoteNarrative:", quoteNarrative);
-
     const companyLine = this.companyName ?? company?.name ?? "Customer Company";
 
     // Only show attention if it differs from the customer name
@@ -1122,6 +1123,7 @@ export class OpportunityController {
       },
       isPreview: options.showPreview,
       showLineItemPricing: options.lineItemPricing,
+      separateRecurringServices: options.separateRecurringServices,
       metadata: opts?.metadata,
     };
 
@@ -1153,6 +1155,7 @@ export class OpportunityController {
       lineItemPricing?: boolean;
       includeQuoteNarrative?: boolean;
       includeItemNarratives?: boolean;
+      separateRecurringServices?: boolean;
       logoPath?: string;
     } = {},
     user: UserController
@@ -1161,6 +1164,7 @@ export class OpportunityController {
       lineItemPricing: opts?.lineItemPricing ?? true,
       includeQuoteNarrative: opts?.includeQuoteNarrative ?? true,
       includeItemNarratives: opts?.includeItemNarratives ?? true,
+      separateRecurringServices: opts?.separateRecurringServices ?? true,
       logoPath: opts?.logoPath,
     };
 
@@ -1242,6 +1246,7 @@ export class OpportunityController {
         lineItemPricing: quoteOptions.lineItemPricing,
         includeQuoteNarrative: quoteOptions.includeQuoteNarrative,
         includeItemNarratives: quoteOptions.includeItemNarratives,
+        separateRecurringServices: quoteOptions.separateRecurringServices,
       },
 
       // Opportunity metadata
@@ -1476,14 +1481,17 @@ export class OpportunityController {
   public async resequenceProducts(
     orderedIds: number[]
   ): Promise<ForecastProductController[]> {
-    // Validate all IDs exist in the local ProductData table (the IDs the UI works with)
+    // Validate all IDs exist in the local ProductData table (the IDs the UI works with).
+    // Fall back to productSequence for items that were just added and haven't been
+    // synced to productData yet — appendProductSequenceIds writes them immediately.
     const existingRows = await prisma.productData.findMany({
       where: { opportunityId: this.cwOpportunityId },
       select: { id: true },
     });
     const existingIds = new Set(existingRows.map((r) => r.id));
+    const sequenceIds = new Set(this.productSequence);
     for (const id of orderedIds) {
-      if (!existingIds.has(id)) {
+      if (!existingIds.has(id) && !sequenceIds.has(id)) {
         throw new GenericError({
           status: 404,
           name: "ForecastItemNotFound",
@@ -1650,6 +1658,11 @@ export class OpportunityController {
   public async deleteProduct(forecastItemId: number): Promise<void> {
     await opportunityCw.deleteProduct(this.cwOpportunityId, forecastItemId);
 
+    // Remove the deleted item from the local ProductData table
+    await prisma.productData.deleteMany({
+      where: { id: forecastItemId, opportunityId: this.cwOpportunityId },
+    });
+
     // Remove the deleted item from the local product sequence
     if (this.productSequence.includes(forecastItemId)) {
       const updatedSequence = this.productSequence.filter(
@@ -1664,7 +1677,7 @@ export class OpportunityController {
       this.productSequence = updatedSequence;
     }
 
-    // No cache invalidation needed
+    return;
   }
 
   /**
@@ -1901,7 +1914,7 @@ export class OpportunityController {
       expectedSalesTaxRate:
         this.taxCodeRate !== null ? this.taxCodeRate * 100 : null,
       taxCodeDescription: this.taxCodeDescription,
-      probability: this.probability,
+      probability: this.probability != null ? { percent: this.probability } : null,
       location: this.locationCwId
         ? { id: this.locationCwId, name: this.locationName }
         : null,

api/src/controllers/TimeEntryController.ts

@@ -0,0 +1,131 @@
+import {
+    TimeEntry,
+    TimeEntryStatus,
+    TimeEntryChargeCode,
+    Company,
+    ServiceTicket,
+    Activity,
+    Contact,
+    CorporateLocation,
+} from "../../generated/prisma/client";
+
+type TimeEntryWithRelations = TimeEntry & {
+    status?: TimeEntryStatus | null;
+    chargeCode?: TimeEntryChargeCode | null;
+    company?: Company | null;
+    serviceTicket?: ServiceTicket | null;
+    activity?: Activity | null;
+    contact?: Contact | null;
+    location?: CorporateLocation | null;
+};
+
+export class TimeEntryController {
+    public readonly id: number;
+    public readonly uid: string;
+
+    private _data: TimeEntryWithRelations;
+
+    constructor(data: TimeEntryWithRelations) {
+        this.id = data.id;
+        this.uid = data.uid;
+        this._data = data;
+    }
+
+    public toJson() {
+        const d = this._data;
+        return {
+            id: d.uid,
+            cwId: d.id,
+            memberId: d.memberId,
+
+            // ------ Time Fields ------
+            dateStart: d.dateStart,
+            timeStart: d.timeStart,
+            timeEnd: d.timeEnd,
+
+            // ------ Notes ------
+            notes: d.notes,
+            notesMd: d.notesMd,
+            internalNote: d.internalNote,
+
+            // ------ Hours ------
+            billableHours: d.billableHours,
+            actualHours: d.actualHours,
+            invoicedHours: d.invoicedHours,
+            deductedHours: d.deductedHours,
+
+            // ------ Rates ------
+            hourlyRate: d.hourlyRate,
+            effectiveRate: d.effectiveRate,
+
+            // ------ Flag Fields ------
+            issueFlag: d.issueFlag,
+            mergedFlag: d.mergedFlag,
+            invoiceFlag: d.invoiceFlag,
+            billableFlag: d.billableFlag,
+            documentFlag: d.documentFlag,
+            teProblemFlag: d.teProblemFlag,
+            teResolutionFlag: d.teResolutionFlag,
+            teInternalAnalysisFlag: d.teInternalAnalysisFlag,
+
+            // ------ Charge Info ------
+            chargeToRecId: d.chargeToRecId,
+            chargeToType: d.chargeToType,
+
+            // ------ Relations ------
+            company: d.company
+                ? { id: d.company.uid, cwId: d.company.id, name: d.company.name }
+                : null,
+            serviceTicket: d.serviceTicket
+                ? {
+                    id: d.serviceTicket.uid,
+                    cwId: d.serviceTicket.id,
+                    summary: d.serviceTicket.summary,
+                }
+                : null,
+            activity: d.activity
+                ? {
+                    id: d.activity.uid,
+                    cwId: d.activity.id,
+                    subject: d.activity.subject,
+                }
+                : null,
+            contact: d.contact
+                ? {
+                    id: d.contact.uid,
+                    cwId: d.contact.id,
+                    name: `${d.contact.firstName} ${d.contact.lastName}`.trim(),
+                }
+                : null,
+            location: d.location
+                ? { id: d.location.uid, cwId: d.location.id, name: d.location.name }
+                : null,
+            status: d.status
+                ? {
+                    id: d.status.uid,
+                    cwId: d.status.id,
+                    description: d.status.description,
+                    action: d.status.action,
+                }
+                : null,
+            chargeCode: d.chargeCode
+                ? {
+                    id: d.chargeCode.uid,
+                    cwId: d.chargeCode.id,
+                    description: d.chargeCode.description,
+                    expenseFlag: d.chargeCode.expenseFlag,
+                    timeFlag: d.chargeCode.timeFlag,
+                    billableFlag: d.chargeCode.billableFlag,
+                    invoiceFlag: d.chargeCode.invoiceFlag,
+                }
+                : null,
+
+            // ------ Audit ------
+            createdById: d.createdById,
+            updatedById: d.updatedById,
+            originalAuthorId: d.originalAuthorId,
+            createdAt: d.createdAt,
+            updatedAt: d.updatedAt,
+        };
+    }
+}

api/src/managers/opportunities.ts

@@ -46,7 +46,18 @@ export const opportunities = {
 
     // Resolve optional local FKs — nullify any that don't exist locally yet
     // (the sync may be behind; these are all nullable in the schema)
-    const [companyExists, contactExists, siteExists, typeExists] = await Promise.all([
+    const [
+      companyExists,
+      contactExists,
+      siteExists,
+      typeExists,
+      stageExists,
+      statusExists,
+      locationExists,
+      departmentExists,
+      primaryRepExists,
+      secondaryRepExists,
+    ] = await Promise.all([
       cwData.company?.id
         ? prisma.company.findFirst({ where: { id: cwData.company.id }, select: { id: true } })
         : null,
@@ -59,21 +70,67 @@ export const opportunities = {
       mapped.typeId != null
         ? prisma.opportunityType.findFirst({ where: { id: mapped.typeId }, select: { id: true } })
         : null,
+      mapped.stageId != null
+        ? prisma.opportunityStage.findFirst({ where: { id: mapped.stageId }, select: { id: true } })
+        : null,
+      mapped.statusId != null
+        ? prisma.opportunityStatus.findFirst({ where: { id: mapped.statusId }, select: { id: true } })
+        : null,
+      mapped.locationId != null
+        ? prisma.corporateLocation.findFirst({ where: { id: mapped.locationId }, select: { id: true } })
+        : null,
+      mapped.departmentId != null
+        ? prisma.internalDepartment.findFirst({ where: { id: mapped.departmentId }, select: { id: true } })
+        : null,
+      mapped.primarySalesRepId != null
+        ? prisma.user.findFirst({ where: { cwIdentifier: mapped.primarySalesRepId }, select: { cwIdentifier: true } })
+        : null,
+      mapped.secondarySalesRepId != null
+        ? prisma.user.findFirst({ where: { cwIdentifier: mapped.secondarySalesRepId }, select: { cwIdentifier: true } })
+        : null,
     ]);
 
     const companyId = companyExists?.id ?? null;
     const contactId = contactExists?.id ?? null;
     const siteId = siteExists?.id ?? null;
     const typeId = typeExists?.id ?? null;
+    const stageId = stageExists?.id ?? null;
+    const statusId = statusExists?.id ?? null;
+    const locationId = locationExists?.id ?? null;
+    const departmentId = departmentExists?.id ?? null;
+    const primarySalesRepId = primaryRepExists?.cwIdentifier ?? null;
+    const secondarySalesRepId = secondaryRepExists?.cwIdentifier ?? null;
+
+    // Strip fields returned by mapCwToDb that are not columns in the Prisma schema
+    // (ratingName, ratingCwId, campaignName, primarySalesRepName, primarySalesRepIdentifier,
+    //  secondarySalesRepName, secondarySalesRepIdentifier, cwLastUpdated).
+    // Prisma will throw a validation error if unknown fields are passed to create().
+    const {
+      ratingName: _ratingName,
+      ratingCwId: _ratingCwId,
+      campaignName: _campaignName,
+      primarySalesRepName: _primarySalesRepName,
+      primarySalesRepIdentifier: _primarySalesRepIdentifier,
+      secondarySalesRepName: _secondarySalesRepName,
+      secondarySalesRepIdentifier: _secondarySalesRepIdentifier,
+      cwLastUpdated: _cwLastUpdated,
+      ...dbFields
+    } = mapped;
 
     const record = await prisma.opportunity.create({
       data: {
         id: cwData.id,
-        ...mapped,
+        ...dbFields,
         typeId,
+        stageId,
+        statusId,
+        locationId,
+        departmentId,
         companyId,
         contactId,
         siteId,
+        primarySalesRepId,
+        secondarySalesRepId,
       },
       include: {
         company: { include: { contacts: true, companyAddresses: true } },
@@ -118,7 +175,7 @@ export const opportunities = {
 
     const record = await prisma.opportunity.findFirst({
       where: isNumeric
-        ? ({ cwOpportunityId: Number(identifier) } as any)
+        ? { cwOpportunityId: Number(identifier) }
         : { uid: identifier as string },
       include: {
         company: { include: { contacts: true, companyAddresses: true } },
@@ -491,4 +548,40 @@ export const opportunities = {
         })
     );
   },
+
+  /**
+   * Delete Opportunity
+   *
+   * Deletes an opportunity from ConnectWise and removes the corresponding
+   * record (along with its associated ProductData) from the local database.
+   *
+   * @param identifier - The internal uid (string) or CW opportunity ID (number)
+   */
+  async deleteItem(identifier: string | number): Promise<void> {
+    const isNumeric =
+      typeof identifier === "number" || /^\d+$/.test(String(identifier));
+
+    const record = await prisma.opportunity.findFirst({
+      where: isNumeric
+        ? { id: Number(identifier) }
+        : { uid: identifier as string },
+      select: { uid: true, id: true },
+    });
+
+    if (!record) {
+      throw new GenericError({
+        message: "Opportunity not found",
+        name: "OpportunityNotFound",
+        cause: `No opportunity exists with identifier '${identifier}'`,
+        status: 404,
+      });
+    }
+
+    await opportunityCw.delete(record.id);
+
+    await prisma.$transaction([
+      prisma.productData.deleteMany({ where: { opportunityId: record.id } }),
+      prisma.opportunity.delete({ where: { uid: record.uid } }),
+    ]);
+  },
 };

api/src/managers/timeEntries.ts

@@ -0,0 +1,147 @@
+import { prisma } from "../constants";
+import { TimeEntryController } from "../controllers/TimeEntryController";
+
+const timeEntryIncludes = {
+    status: true,
+    chargeCode: true,
+    company: true,
+    serviceTicket: true,
+    activity: true,
+    contact: true,
+    location: true,
+} as const;
+
+export const timeEntries = {
+    async fetch(identifier: string | number): Promise<TimeEntryController> {
+        const isNumeric =
+            typeof identifier === "number" || /^\d+$/.test(String(identifier));
+
+        const entry = await prisma.timeEntry.findFirst({
+            where: isNumeric
+                ? { id: Number(identifier) }
+                : { uid: String(identifier) },
+            include: timeEntryIncludes,
+        });
+
+        if (!entry) throw new Error("Unknown time entry.");
+
+        return new TimeEntryController(entry);
+    },
+
+    async count(): Promise<number> {
+        return prisma.timeEntry.count();
+    },
+
+    async fetchPages(page: number, rpp: number): Promise<TimeEntryController[]> {
+        page = page.valueOf();
+        rpp = rpp.valueOf();
+
+        const skip = (page > 1 ? page - 1 : 0) * rpp;
+        const take = rpp ?? 30;
+
+        const data = await prisma.timeEntry.findMany({
+            skip,
+            take,
+            include: timeEntryIncludes,
+            orderBy: { dateStart: "desc" },
+        });
+
+        return data.map((e) => new TimeEntryController(e));
+    },
+
+    async search(
+        query: string,
+        page: number,
+        rpp: number
+    ): Promise<TimeEntryController[]> {
+        page = page.valueOf();
+        rpp = rpp.valueOf();
+
+        const skip = (page > 1 ? page - 1 : 0) * rpp;
+        const take = rpp ?? 30;
+
+        const numericQuery = parseInt(query, 10);
+
+        const data = await prisma.timeEntry.findMany({
+            where: {
+                OR: [
+                    { notes: { contains: query, mode: "insensitive" } },
+                    { internalNote: { contains: query, mode: "insensitive" } },
+                    { uid: { contains: query, mode: "insensitive" } },
+                    ...(!isNaN(numericQuery) ? [{ id: numericQuery }] : []),
+                ],
+            },
+            skip,
+            take,
+            include: timeEntryIncludes,
+            orderBy: { dateStart: "desc" },
+        });
+
+        return data.map((e) => new TimeEntryController(e));
+    },
+
+    async fetchByMember(
+        memberId: string,
+        page: number,
+        rpp: number
+    ): Promise<TimeEntryController[]> {
+        page = page.valueOf();
+        rpp = rpp.valueOf();
+
+        const skip = (page > 1 ? page - 1 : 0) * rpp;
+        const take = rpp ?? 30;
+
+        const data = await prisma.timeEntry.findMany({
+            where: { memberId },
+            skip,
+            take,
+            include: timeEntryIncludes,
+            orderBy: { dateStart: "desc" },
+        });
+
+        return data.map((e) => new TimeEntryController(e));
+    },
+
+    async countByMember(memberId: string): Promise<number> {
+        return prisma.timeEntry.count({ where: { memberId } });
+    },
+
+    async fetchByTicket(
+        serviceTicketId: number
+    ): Promise<TimeEntryController[]> {
+        const data = await prisma.timeEntry.findMany({
+            where: { serviceTicketId },
+            include: timeEntryIncludes,
+            orderBy: { dateStart: "desc" },
+        });
+
+        return data.map((e) => new TimeEntryController(e));
+    },
+
+    async fetchByActivity(activityId: number): Promise<TimeEntryController[]> {
+        const data = await prisma.timeEntry.findMany({
+            where: { activityId },
+            include: timeEntryIncludes,
+            orderBy: { dateStart: "desc" },
+        });
+
+        return data.map((e) => new TimeEntryController(e));
+    },
+
+    async fetchByDateRange(
+        startDate: Date,
+        endDate: Date,
+        memberId?: string
+    ): Promise<TimeEntryController[]> {
+        const data = await prisma.timeEntry.findMany({
+            where: {
+                dateStart: { gte: startDate, lte: endDate },
+                ...(memberId ? { memberId } : {}),
+            },
+            include: timeEntryIncludes,
+            orderBy: { dateStart: "asc" },
+        });
+
+        return data.map((e) => new TimeEntryController(e));
+    },
+};

api/src/managers/unifiSites.ts

@@ -66,7 +66,7 @@ export const unifiSites = {
   /**
    * Fetch all UniFi site records linked to a specific company.
    */
-  async fetchByCompany(companyId: string): Promise<UnifiSite[]> {
+  async fetchByCompany(companyId: number): Promise<UnifiSite[]> {
     return prisma.unifiSite.findMany({
       where: { companyId },
     });
@@ -75,7 +75,7 @@ export const unifiSites = {
   /**
    * Link a UniFi site to a company.
    */
-  async linkToCompany(siteId: string, companyId: string): Promise<UnifiSite> {
+  async linkToCompany(siteId: string, companyId: number): Promise<UnifiSite> {
     const site = await prisma.unifiSite.findFirst({ where: { id: siteId } });
     if (!site)
       throw new GenericError({

api/src/modules/cw-utils/opportunities/cwProbabilityCache.ts

@@ -0,0 +1,63 @@
+/**
+ * cwProbabilityCache
+ *
+ * Fetches and caches the list of ConnectWise probability dropdown options.
+ * Used to resolve a numeric percent (0–100) to the CW probability reference ID
+ * required when creating or updating opportunities via the REST API.
+ *
+ * CW endpoint: GET /sales/probabilities
+ * Returns: [{ id: number, probability: number }]
+ */
+
+import { connectWiseApi } from "../../../constants";
+
+interface CWProbability {
+    id: number;
+    probability: number;
+}
+
+let _cache: CWProbability[] | null = null;
+
+async function fetchProbabilities(): Promise<CWProbability[]> {
+    if (_cache) return _cache;
+    const response = await connectWiseApi.get<CWProbability[]>(
+        "/sales/probabilities",
+        { params: { pageSize: 1000 } }
+    );
+    _cache = response.data;
+    return _cache;
+}
+
+/**
+ * Resolve the CW probability reference ID for a given percent value.
+ *
+ * Finds an exact match first; if none, returns the closest option.
+ * Returns null if the probabilities list is empty.
+ */
+export async function resolveCwProbabilityId(
+    percent: number
+): Promise<number | null> {
+    const list = await fetchProbabilities();
+    if (list.length === 0) return null;
+
+    // Exact match
+    const exact = list.find((p) => p.probability === percent);
+    if (exact) return exact.id;
+
+    // Closest match
+    let closest = list[0]!;
+    let minDiff = Math.abs(closest.probability - percent);
+    for (const option of list) {
+        const diff = Math.abs(option.probability - percent);
+        if (diff < minDiff) {
+            minDiff = diff;
+            closest = option;
+        }
+    }
+    return closest.id;
+}
+
+/** Clear the cache (useful for tests or forced refresh). */
+export function clearCwProbabilityCache(): void {
+    _cache = null;
+}

api/src/modules/cw-utils/opportunities/opportunities.ts

@@ -6,6 +6,7 @@ import {
   CWOpportunitySummary,
   CWForecast,
   CWForecastItem,
+  CWOpportunityProduct,
   CWForecastItemCreate,
   CWProcurementProduct,
   CWProcurementProductCreate,
@@ -158,9 +159,9 @@ export const opportunityCw = {
    * Fetches the full forecast object (products, revenue summaries, totals)
    * for a given opportunity.
    */
-  fetchProducts: async (opportunityId: number): Promise<CWForecast> => {
+  fetchProducts: async (opportunityId: number): Promise<CWOpportunityProduct[]> => {
     const response = await connectWiseApi.get(
-      `/sales/opportunities/${opportunityId}/forecast`,
+      `/procurement/products?conditions=opportunity/id=${opportunityId}&pageSize=1000`,
     );
     return response.data;
   },
@@ -180,18 +181,18 @@ export const opportunityCw = {
     const items_to_add = Array.isArray(data) ? data : [data];
     const url = `/sales/opportunities/${opportunityId}/forecast`;
 
-    // 1. Fetch existing forecast to derive defaults & diff IDs later
+    // 1. Fetch existing products to derive defaults & diff IDs later
     const existing = await opportunityCw.fetchProducts(opportunityId);
     const existingIds = new Set(
-      (existing.forecastItems ?? []).map((fi) => fi.id),
+      existing.map((p) => p.forecastDetailId).filter((id): id is number => id != null),
     );
 
     // Derive sensible defaults from an existing item when available
-    const templateItem = (existing.forecastItems ?? [])[0];
+    const templateItem = existing[0];
-    const defaultStatus = templateItem?.status
+    const defaultStatus = templateItem?.forecastStatus
-      ? { id: templateItem.status.id }
+      ? { id: templateItem.forecastStatus.id }
       : { id: 1 };
-    const defaultForecastType = templateItem?.forecastType ?? "Product";
+    const defaultForecastType = "Product";
 
     // 2. Build forecast items with required CW fields filled in
     const forecastItems = items_to_add.map((newItem) => ({
@@ -234,9 +235,8 @@ export const opportunityCw = {
     forecastItemId: number,
     data: Record<string, unknown>,
   ): Promise<CWForecastItem> => {
-    const forecast = await opportunityCw.fetchProducts(opportunityId);
+    const items = await opportunityCw.fetchProducts(opportunityId);
-    const items = forecast.forecastItems ?? [];
+    const idx = items.findIndex((p) => p.forecastDetailId === forecastItemId);
-    const idx = items.findIndex((fi) => fi.id === forecastItemId);
     if (idx === -1) {
       throw new Error(
         `Forecast item ${forecastItemId} not found on opportunity ${opportunityId}`,
@@ -265,14 +265,13 @@ export const opportunityCw = {
     opportunityId: number,
     updates: Map<number, Record<string, unknown>>,
   ): Promise<CWForecastItem[]> => {
-    const forecast = await opportunityCw.fetchProducts(opportunityId);
+    const items = await opportunityCw.fetchProducts(opportunityId);
-    const items = forecast.forecastItems ?? [];
 
     const operations: { op: "replace"; path: string; value: unknown }[] = [];
     const touchedIndices: number[] = [];
 
     for (const [itemId, changes] of updates) {
-      const idx = items.findIndex((fi) => fi.id === itemId);
+      const idx = items.findIndex((p) => p.forecastDetailId === itemId);
       if (idx === -1) {
         throw new Error(
           `Forecast item ${itemId} not found on opportunity ${opportunityId}`,
@@ -304,20 +303,18 @@ export const opportunityCw = {
    */
   deleteProduct: async (
     opportunityId: number,
-    forecastItemId: number,
+    productId: number,
   ): Promise<void> => {
-    const forecast = await opportunityCw.fetchProducts(opportunityId);
+    const products = await opportunityCw.fetchProducts(opportunityId);
-    const items = forecast.forecastItems ?? [];
+    const found = products.find((p) => p.id === productId);
-
+    if (!found) {
-    const filtered = items.filter((fi) => fi.id !== forecastItemId);
-    if (filtered.length === items.length) {
       throw new Error(
-        `Forecast item ${forecastItemId} not found on opportunity ${opportunityId}`,
+        `Product ${productId} not found on opportunity ${opportunityId}`,
       );
     }
-
+    const filtered = products.filter((p) => p.id !== productId);
-    const url = `/sales/opportunities/${opportunityId}/forecast`;
+    const url = `/procurement/products/${productId}`;
-    await connectWiseApi.put(url, { ...forecast, forecastItems: filtered });
+    await connectWiseApi.delete(url);
   },
 
   /**

api/src/modules/cw-utils/opportunities/opportunity.types.ts

@@ -272,6 +272,7 @@ export interface CWOpportunityUpdate {
   stage?: { id: number };
   status?: { id: number };
   priority?: { id: number };
+  probability?: { id: number };
   campaign?: { id: number };
   primarySalesRep?: { id: number };
   secondarySalesRep?: { id: number } | null;
@@ -296,6 +297,7 @@ export interface CWOpportunityCreate {
   stage?: { id: number };
   status?: { id: number };
   priority?: { id: number };
+  probability?: { id: number };
   campaign?: { id: number };
   secondarySalesRep?: { id: number } | null;
   site?: { id: number } | null;
@@ -311,3 +313,69 @@ export interface CWOpportunitySummary {
   id: number;
   _info?: Record<string, string>;
 }
+
+export interface CWOpportunityProduct {
+  id: number;
+  catalogItem?: {
+    id: number;
+    identifier: string;
+    _info?: Record<string, string>;
+  };
+  description: string;
+  sequenceNumber: number;
+  quantity: number;
+  unitOfMeasure?: {
+    id: number;
+    name: string;
+    _info?: Record<string, string>;
+  };
+  price: number;
+  cost: number;
+  extPrice: number;
+  extCost: number;
+  discount: number;
+  margin: number;
+  billableOption: string;
+  locationId: number;
+  location?: CWReference;
+  businessUnitId: number;
+  businessUnit?: CWReference;
+  vendor?: {
+    id: number;
+    identifier: string;
+    name: string;
+    _info?: Record<string, string>;
+  };
+  vendorSku?: string;
+  taxableFlag: boolean;
+  dropshipFlag: boolean;
+  specialOrderFlag: boolean;
+  phaseProductFlag: boolean;
+  cancelledFlag: boolean;
+  quantityCancelled: number;
+  customerDescription: string;
+  productSuppliedFlag: boolean;
+  subContractorAmountLimit: number;
+  opportunity?: {
+    id: number;
+    name: string;
+    _info?: Record<string, string>;
+  };
+  calculatedPriceFlag: boolean;
+  calculatedCostFlag: boolean;
+  forecastDetailId?: number;
+  taxCode?: CWReference;
+  listPrice?: number;
+  company?: CWCompanyReference;
+  forecastStatus?: CWReference;
+  productClass: string;
+  needToPurchaseFlag: boolean;
+  minimumStockFlag: boolean;
+  poApprovedFlag: boolean;
+  uom?: string;
+  customFields?: CWCustomField[];
+  _info?: {
+    lastUpdated: string;
+    updatedBy: string;
+  };
+}

api/src/modules/pdf-utils/generateQuote.ts

@@ -7,6 +7,7 @@ export interface QuoteLineItem {
   description: string;
   unitPrice: number;
   narrative?: string;
+  isRecurring?: boolean;
 }
 
 export interface CustomerInfo {
@@ -60,6 +61,7 @@ export interface QuoteData {
   quoteNarrative?: string;
   isPreview?: boolean;
   showLineItemPricing?: boolean;
+  separateRecurringServices?: boolean;
   metadata?: QuoteMetadata;
 }
 
@@ -185,7 +187,16 @@ export async function generateQuote(
   logoPath = DEFAULT_LOGO_PATH
 ): Promise<Buffer> {
   const t: QuoteTheme = { ...DEFAULT_THEME, ...theme };
-  const subTotal = data.lineItems.reduce(
+
+  const separateRecurring = data.separateRecurringServices ?? false;
+  const regularItems = separateRecurring
+    ? data.lineItems.filter((item) => !item.isRecurring)
+    : data.lineItems;
+  const recurringItems = separateRecurring
+    ? data.lineItems.filter((item) => item.isRecurring)
+    : [];
+
+  const subTotal = regularItems.reduce(
     (sum, item) => sum + item.qty * item.unitPrice,
     0
   );
@@ -196,13 +207,23 @@ export async function generateQuote(
 
   const showPricing = data.showLineItemPricing ?? false;
 
-  const discountTotal = data.lineItems.reduce((sum, item) => {
+  // Check discounts across all items so both tables share the same column structure
+  const allDiscountTotal = data.lineItems.reduce((sum, item) => {
     const lineTotal = item.qty * item.unitPrice;
     return lineTotal < 0 ? sum + lineTotal : sum;
   }, 0);
-  const hasDiscounts = discountTotal < 0;
+  const discountTotal = regularItems.reduce((sum, item) => {
+    const lineTotal = item.qty * item.unitPrice;
+    return lineTotal < 0 ? sum + lineTotal : sum;
+  }, 0);
+  const hasDiscounts = allDiscountTotal < 0;
   const showDiscount = !showPricing && hasDiscounts;
 
+  const recurringTotal = recurringItems.reduce(
+    (sum, item) => sum + item.qty * item.unitPrice,
+    0
+  );
+
   const tableHeader = [
     { text: "Qty", style: "thCell", alignment: "center" },
     { text: "Description", style: "thCell" },
@@ -218,10 +239,9 @@ export async function generateQuote(
 
   const colCount = showPricing ? 4 : showDiscount ? 3 : 2;
 
-  const tableRows: Record<string, unknown>[][] = [];
+  function buildTableRows(items: QuoteLineItem[]): Record<string, unknown>[][] {
-  for (const item of data.lineItems) {
+    const rows: Record<string, unknown>[][] = [];
-    // Build the description cell — stack description + narrative so they
+    for (const item of items) {
-    // are a single cell and pdfmake never splits them across pages.
       const descriptionCell: Record<string, unknown> = item.narrative
         ? {
             stack: [
@@ -235,7 +255,7 @@ export async function generateQuote(
           }
         : { text: item.description, style: "tdCell" };
 
-    tableRows.push([
+      rows.push([
         { text: String(item.qty), style: "tdCell", alignment: "center" },
         descriptionCell,
         ...(showPricing
@@ -268,6 +288,11 @@ export async function generateQuote(
           : []),
       ]);
     }
+    return rows;
+  }
+
+  const tableRows = buildTableRows(regularItems);
+  const recurringTableRows = buildTableRows(recurringItems);
 
   const headerImage = logoDataUrl
     ? { image: logoDataUrl, width: 200 }
@@ -731,7 +756,12 @@ export async function generateQuote(
             ],
           },
 
-          {
+        ],
+      },
+    ],
+  } as any;
+
+  const signatureDateBlock = {
     margin: [0, 40, 0, 0],
     columns: [
       {
@@ -783,12 +813,100 @@ export async function generateQuote(
         ],
       },
     ],
-          },
+  };
-        ],
-      },
-    ],
 
-    footer: (currentPage: number, pageCount: number) => ({
+  // Inject recurring services section into content if needed
+  if (separateRecurring && recurringItems.length > 0) {
+    const tableWidths = showPricing
+      ? [40, "*", 75, 75]
+      : showDiscount
+      ? [40, "*", 75]
+      : [40, "*"];
+
+    (docDefinition as any).content.push(
+      { ...hr(t.accent, 1), margin: [0, 18, 0, 0] },
+      {
+        text: "RECURRING SERVICES",
+        style: "sectionTitle",
+        margin: [0, 8, 0, 0],
+      },
+      {
+        margin: [0, 6, 0, 0],
+        table: {
+          headerRows: 1,
+          dontBreakRows: true,
+          widths: tableWidths,
+          body: [tableHeader, ...recurringTableRows],
+        },
+        layout: {
+          fillColor: (rowIndex: number) => {
+            if (rowIndex === 0) return t.headerBg;
+            return rowIndex % 2 === 0 ? ROW_ALT : null;
+          },
+          hLineWidth: (i: number, node: { table: { body: unknown[] } }) => {
+            if (i === 0 || i === 1) return 0;
+            if (i === node.table.body.length) return 1;
+            return 0.5;
+          },
+          vLineWidth: () => 0,
+          hLineColor: (i: number, node: { table: { body: unknown[] } }) =>
+            i === node.table.body.length ? t.headerBg : "#E8E0D0",
+          paddingLeft: (col: number) => (col === 0 ? 6 : 8),
+          paddingRight: () => 8,
+          paddingTop: () => 4,
+          paddingBottom: () => 4,
+        },
+      },
+      {
+        unbreakable: true,
+        stack: [
+          {
+            margin: [0, 6, 0, 0],
+            columns: [
+              { width: "*", text: "" },
+              {
+                width: 250,
+                table: {
+                  widths: ["*", 110],
+                  body: [
+                    [
+                      {
+                        text: "Monthly Total",
+                        style: "totalFinalLabel",
+                        fillColor: t.headerBg,
+                        margin: [10, 8, 6, 8],
+                        border: [false, false, false, false],
+                      },
+                      {
+                        text: fmt(recurringTotal),
+                        style: "totalFinalValue",
+                        alignment: "right",
+                        noWrap: true,
+                        fillColor: t.brandLight,
+                        margin: [6, 7, 8, 7],
+                        border: [false, false, false, false],
+                      },
+                    ],
+                  ],
+                },
+                layout: {
+                  hLineWidth: () => 0,
+                  vLineWidth: () => 0,
+                },
+              },
+            ],
+          },
+        ],
+      },
+      signatureDateBlock
+    );
+  } else {
+    (docDefinition as any).content[
+      (docDefinition as any).content.length - 1
+    ].stack.push(signatureDateBlock);
+  }
+
+  (docDefinition as any).footer = (currentPage: number, pageCount: number) => ({
       margin: [0, 0, 0, 0],
       stack: [
         {
@@ -827,8 +945,7 @@ export async function generateQuote(
           style: "disclaimer",
         },
       ],
-    }),
+    });
-  };
 
   const maybeDoc = printer.createPdfKitDocument(docDefinition as never) as any;
   const pdfDoc =

api/src/types/PermissionNodes.ts

@@ -568,6 +568,13 @@ export const PERMISSION_NODES = {
         usedIn: ["src/api/sales/opportunities/[id]/quotes/commit.ts"],
         dependencies: ["sales.opportunity.fetch"],
       },
+      {
+        node: "sales.opportunity.quote.commit.backgenerate",
+        description:
+          "Generate a quote on an opportunity that is in a workflow state other than New or Active (e.g. PendingWon, QuoteSent). Requires sales.opportunity.quote.commit as a base.",
+        usedIn: ["src/api/sales/opportunities/[id]/quotes/commit.ts"],
+        dependencies: ["sales.opportunity.quote.commit"],
+      },
       {
         node: "sales.opportunity.quote.preview",
         description:

api/src/workflows/wf.opportunity.ts

@@ -123,6 +123,7 @@ export const OptimaType = {
   Revision: "Revision",
   Finalized: "Finalized",
   Converted: "Converted",
+  ScheduleEntry: "Schedule Entry",
 } as const;
 
 /** CW custom field ID for the QuoteID field on activities. */
@@ -131,6 +132,9 @@ const QUOTE_ID_FIELD_ID = 48;
 /** CW custom field ID for the Close Date field on activities. */
 const CLOSE_DATE_FIELD_ID = 49;
 
+/** CW custom field ID for the Parent Activity field on activities. */
+export const PARENT_ACTIVITY_FIELD_ID = 50;
+
 /**
  * Optima_Type values whose activities should remain Open until the
  * next workflow transition closes them automatically.
@@ -139,6 +143,7 @@ const STAYS_OPEN_TYPES = new Set<OptimaTypeValue>([
   OptimaType.OpportunitySetup,
   OptimaType.OpportunityReview,
   OptimaType.Revision,
+  OptimaType.ScheduleEntry,
 ]);
 
 export type OptimaTypeValue =
@@ -151,7 +156,8 @@ export type OptimaTypeValue =
   | typeof OptimaType.QuoteGenerated
   | typeof OptimaType.Revision
   | typeof OptimaType.Finalized
-  | typeof OptimaType.Converted;
+  | typeof OptimaType.Converted
+  | typeof OptimaType.ScheduleEntry;
 
 /** Permission nodes required by gated transitions. */
 export const WorkflowPermissions = {
@@ -210,6 +216,7 @@ const ALLOWED_TRANSITIONS: Record<number, Set<number>> = {
     OpportunityStatus.PendingWon,
     OpportunityStatus.PendingLost,
     OpportunityStatus.Active,
+    OpportunityStatus.PendingRevision, // needs revision
     OpportunityStatus.InternalReview, // cold automation only
   ]),
 
@@ -219,6 +226,7 @@ const ALLOWED_TRANSITIONS: Record<number, Set<number>> = {
     OpportunityStatus.PendingLost,
     OpportunityStatus.Active,
     OpportunityStatus.InternalReview, // cold automation only
+    OpportunityStatus.PendingRevision, // send back for revision
   ]),
 
   [OpportunityStatus.Active]: new Set([
@@ -317,7 +325,7 @@ export interface SendQuotePayload extends BaseActionPayload {
 
   /**
    * Quote needs revision.
-   * Creates a revision activity and transitions to Active.
+   * Creates a revision activity and transitions to PendingRevision.
    */
   needsRevision?: boolean;
 }
@@ -342,6 +350,25 @@ export interface ResurrectPayload extends BaseActionPayload {
 /** Begin revision from PendingRevision → Active. */
 export interface BeginRevisionPayload extends BaseActionPayload {}
 
+/** Send back for revision from ConfirmedQuote → PendingRevision. */
+export interface SendBackForRevisionPayload extends BaseActionPayload {
+  note: string; // required
+}
+
+/** Create a Schedule Entry activity (no status change). */
+export interface CreateScheduleEntryPayload extends BaseActionPayload {
+  /** Activity type value: Follow-Up, Appointment, or Admin. */
+  activityTypeValue: "Follow-Up" | "Appointment" | "Admin";
+  /** ISO-8601 due date. */
+  dueDate?: string;
+  /** ISO-8601 start time. */
+  startTime?: string;
+  /** ISO-8601 end time. */
+  endTime?: string;
+  /** Optional notes for the schedule entry. */
+  note?: string;
+}
+
 /** Re-send from Active → QuoteSent. */
 export interface ResendQuotePayload extends SendQuotePayload {}
 
@@ -371,7 +398,9 @@ export type WorkflowAction =
   | { action: "beginRevision"; payload: BeginRevisionPayload }
   | { action: "resendQuote"; payload: ResendQuotePayload }
   | { action: "cancel"; payload: CancelPayload }
-  | { action: "reopen"; payload: ReopenPayload };
+  | { action: "reopen"; payload: ReopenPayload }
+  | { action: "sendBackForRevision"; payload: SendBackForRevisionPayload }
+  | { action: "createScheduleEntry"; payload: CreateScheduleEntryPayload };
 
 // -----------------------------------------------------------------------
 // Result
@@ -439,11 +468,11 @@ function ok(
 
 /**
  * Build the `customFields` array for a CW activity with Optima_Type set,
- * and optionally a QuoteID.
+ * and optionally a QuoteID, CloseDate, or ParentActivity.
  */
 function buildCustomFields(
   optimaType: OptimaTypeValue,
-  opts?: { quoteId?: string; closeDate?: string },
+  opts?: { quoteId?: string; closeDate?: string; parentActivityCwId?: number },
 ) {
   const fields: any[] = [
     {
@@ -478,6 +507,17 @@ function buildCustomFields(
     });
   }
 
+  if (opts?.parentActivityCwId != null) {
+    fields.push({
+      id: PARENT_ACTIVITY_FIELD_ID,
+      caption: "Parent_Activity",
+      type: "Text",
+      entryMethod: "EntryField",
+      numberOfDecimals: 0,
+      value: String(opts.parentActivityCwId),
+    });
+  }
+
   return fields;
 }
 
@@ -494,6 +534,7 @@ export async function createWorkflowActivity(opts: {
   quoteId?: string;
   dateStart?: string;
   dateEnd?: string;
+  parentActivityCwId?: number | null;
 }): Promise<ActivityController> {
   const shouldStayOpen = STAYS_OPEN_TYPES.has(opts.optimaType);
 
@@ -517,6 +558,7 @@ export async function createWorkflowActivity(opts: {
       value: buildCustomFields(opts.optimaType, {
         quoteId: opts.quoteId,
         closeDate: now,
+        parentActivityCwId: opts.parentActivityCwId ?? undefined,
       }),
     },
   ];
@@ -533,6 +575,38 @@ export async function createWorkflowActivity(opts: {
   return patched;
 }
 
+/**
+ * Resolve the parent activity CW ID for a newly generated quote activity.
+ *
+ * Finds the most recently created workflow activity (by CW ID descending) for
+ * the opportunity, excluding QuoteGenerated and ScheduleEntry types. This
+ * ensures the quote activity is nested under the current workflow state's
+ * activity regardless of whether that activity is open or closed.
+ */
+export async function resolveQuoteParentActivityCwId(
+  opportunityCwId: number,
+): Promise<number | null> {
+  try {
+    const existingActivities = await activityCw.fetchByOpportunityDirect(opportunityCwId);
+    // Sort descending by CW id so the most recently created comes first
+    const sorted = [...existingActivities].sort((a, b) => (b.id ?? 0) - (a.id ?? 0));
+    for (const raw of sorted) {
+      const optimaField = raw.customFields?.find(
+        (f: any) => f.id === OptimaType.FIELD_ID,
+      );
+      if (!optimaField?.value) continue;
+      // Skip QuoteGenerated and ScheduleEntry — these should not be parents
+      if (optimaField.value === OptimaType.QuoteGenerated) continue;
+      if (optimaField.value === OptimaType.ScheduleEntry) continue;
+      return raw.id;
+    }
+    return null;
+  } catch (err) {
+    console.warn(`[Workflow:QuoteParent] Could not resolve parent activity: ${err}`);
+    return null;
+  }
+}
+
 /**
  * Handle optional time entry: submit to CW if timeStart and timeEnd are provided.
  */
@@ -1083,7 +1157,7 @@ export async function transitionToQuoteSent(
     return ok(currentStatus, targetStatus, activities);
   }
 
-  // ── needsRevision flag → Active ────────────────────────────────────
+  // ── needsRevision flag → Active ──────────────────────────────────────
   if (payload.needsRevision) {
     const targetStatus = OpportunityStatus.Active;
 
@@ -1518,6 +1592,157 @@ export async function beginRevision(
   return ok(currentStatus, targetStatus, activities);
 }
 
+/**
+ * ConfirmedQuote → PendingRevision
+ *
+ * Sends the opportunity back for revision from ConfirmedQuote.
+ * Requires a mandatory note explaining why.
+ */
+export async function sendBackForRevision(
+  opportunity: OpportunityController,
+  user: WorkflowUser,
+  payload: SendBackForRevisionPayload,
+): Promise<WorkflowResult> {
+  const currentStatus = opportunity.statusCwId;
+  if (currentStatus == null) return fail("Opportunity has no current status.");
+
+  const noteErr = assertNotePresent(payload.note);
+  if (noteErr) return fail(noteErr, currentStatus);
+
+  const targetStatus = OpportunityStatus.PendingRevision;
+
+  const transErr = assertTransitionAllowed(currentStatus, targetStatus);
+  if (transErr) return fail(transErr, currentStatus);
+
+  const activity = await createWorkflowActivity({
+    name: `[Workflow] Sent back for revision — ${opportunity.name}`,
+    opportunityCwId: opportunity.cwOpportunityId,
+    companyCwId: opportunity.companyCwId,
+    assignToCwMemberId: user.cwMemberId,
+    notes: payload.note,
+    optimaType: OptimaType.Revision,
+  });
+
+  await syncOpportunityStatus({
+    opportunityId: opportunity.cwOpportunityId,
+    statusCwId: targetStatus,
+  });
+
+  await handleTimeEntry(
+    activity.cwActivityId,
+    user.cwMemberId,
+    payload,
+    payload.note,
+  );
+
+  return ok(currentStatus, targetStatus, [activity]);
+}
+
+/**
+ * Create a Schedule Entry activity without changing the opportunity status.
+ *
+ * Schedule Entry activities stay open until time is logged against them.
+ */
+export async function createScheduleEntry(
+  opportunity: OpportunityController,
+  user: WorkflowUser,
+  payload: CreateScheduleEntryPayload,
+): Promise<WorkflowResult> {
+  const currentStatus = opportunity.statusCwId;
+  if (currentStatus == null) return fail("Opportunity has no current status.");
+
+  // CW activities require ISO-8601 without milliseconds, e.g. "2026-04-19T20:15:00Z"
+  const toCwDateTime = (iso: string): string => iso.replace(/\.\d+Z$/, "Z");
+
+  const dateStart = payload.startTime
+    ? toCwDateTime(payload.startTime)
+    : payload.dueDate
+      ? toCwDateTime(payload.dueDate)
+      : undefined;
+  const dateEnd = payload.endTime ? toCwDateTime(payload.endTime) : undefined;
+
+  // Find the currently open workflow activity (OpportunitySetup, OpportunityReview,
+  // or Revision) to use as the parent for this schedule entry.
+  let parentActivityCwId: number | null = null;
+  try {
+    const existingActivities = await activityCw.fetchByOpportunityDirect(
+      opportunity.cwOpportunityId,
+    );
+    for (const raw of existingActivities) {
+      if (raw.status?.id === 2) continue; // already closed
+      const optimaField = raw.customFields?.find(
+        (f: any) => f.id === OptimaType.FIELD_ID,
+      );
+      if (!optimaField?.value) continue;
+      if (optimaField.value === OptimaType.ScheduleEntry) continue; // skip other schedule entries
+      if (STAYS_OPEN_TYPES.has(optimaField.value as OptimaTypeValue)) {
+        parentActivityCwId = raw.id;
+        break;
+      }
+    }
+  } catch (err) {
+    // Non-fatal — schedule entry will be created without a parent
+    console.warn(
+      `[Workflow:ScheduleEntry] Could not resolve parent activity: ${err}`,
+    );
+  }
+
+  const activity = await ActivityController.create({
+    name: `[Schedule Entry] ${payload.activityTypeValue} — ${opportunity.name}`,
+    type: { id: 3 }, // HistoricEntry
+    opportunity: { id: opportunity.cwOpportunityId },
+    ...(opportunity.companyCwId ? { company: { id: opportunity.companyCwId } } : {}),
+    assignTo: { id: user.cwMemberId },
+    notes: payload.note ?? "",
+    ...(dateStart ? { dateStart } : {}),
+    ...(dateEnd ? { dateEnd } : {}),
+  });
+
+  // Build custom fields: always Optima_Type, plus Parent_Activity when resolved
+  const customFields: any[] = [
+    {
+      id: OptimaType.FIELD_ID,
+      caption: "Optima_Type",
+      type: "Text",
+      entryMethod: "List",
+      numberOfDecimals: 0,
+      value: OptimaType.ScheduleEntry,
+    },
+  ];
+
+  if (parentActivityCwId != null) {
+    customFields.push({
+      id: PARENT_ACTIVITY_FIELD_ID,
+      caption: "Parent_Activity",
+      type: "Text",
+      entryMethod: "EntryField",
+      numberOfDecimals: 0,
+      value: String(parentActivityCwId),
+    });
+  }
+
+  // Set Optima_Type (+ Parent_Activity) on the new schedule entry
+  await activity.update([
+    {
+      op: "replace",
+      path: "customFields",
+      value: customFields,
+    },
+  ]);
+
+  // Return a no-transition result (status unchanged)
+  return {
+    success: true,
+    previousStatusId: currentStatus,
+    newStatusId: currentStatus,
+    previousStatus: StatusIdToKey[currentStatus] ?? null,
+    newStatus: StatusIdToKey[currentStatus] ?? null,
+    activitiesCreated: [activity],
+    coldCheck: null,
+    error: null,
+  };
+}
+
 /**
  * Any cancelable status → Canceled
  *
@@ -1732,6 +1957,9 @@ async function closeOpenWorkflowActivities(
       // Only close activities whose type is in the stays-open set
       if (!STAYS_OPEN_TYPES.has(optimaField.value as OptimaTypeValue)) continue;
 
+      // Never auto-close Schedule Entry activities — they close only when time is logged
+      if (optimaField.value === OptimaType.ScheduleEntry) continue;
+
       const closeDate = new Date().toISOString();
       const existingFields = (raw.customFields ?? []).map((f: any) =>
         f.id === CLOSE_DATE_FIELD_ID ? { ...f, value: closeDate } : f,
@@ -1797,7 +2025,10 @@ export async function processOpportunityAction(
   }
 
   // ── Close any open workflow activities from previous stage ──────────
+  // Skip for createScheduleEntry — we intentionally preserve open activities.
+  if (action !== "createScheduleEntry") {
     await closeOpenWorkflowActivities(opportunity.cwOpportunityId);
+  }
 
   // ── Route to transition function ────────────────────────────────────
   let result: WorkflowResult;
@@ -1856,6 +2087,16 @@ export async function processOpportunityAction(
       result = await reopenCancelledOpportunity(opportunity, user, payload);
       break;
 
+    case "sendBackForRevision":
+      result = await sendBackForRevision(opportunity, user, payload);
+      break;
+
+    case "createScheduleEntry":
+      // Schedule Entry does not close open activities — skip that step.
+      // We call it directly rather than falling through closeOpenWorkflowActivities.
+      result = await createScheduleEntry(opportunity, user, payload);
+      break;
+
     default: {
       const _exhaustive: never = action;
       return fail(`Unknown workflow action: "${_exhaustive}"`);

api/ubprocess

@@ -0,0 +1,258 @@
+
+                   SSUUMMMMAARRYY OOFF LLEESSSS CCOOMMMMAANNDDSS
+
+      Commands marked with * may be preceded by a number, _N.
+      Notes in parentheses indicate the behavior if _N is given.
+      A key preceded by a caret indicates the Ctrl key; thus ^K is ctrl-K.
+
+  h  H                 Display this help.
+  q  :q  Q  :Q  ZZ     Exit.
+ ---------------------------------------------------------------------------
+
+                           MMOOVVIINNGG
+
+  e  ^E  j  ^N  CR  *  Forward  one line   (or _N lines).
+  y  ^Y  k  ^K  ^P  *  Backward one line   (or _N lines).
+  f  ^F  ^V  SPACE  *  Forward  one window (or _N lines).
+  b  ^B  ESC-v      *  Backward one window (or _N lines).
+  z                 *  Forward  one window (and set window to _N).
+  w                 *  Backward one window (and set window to _N).
+  ESC-SPACE         *  Forward  one window, but don't stop at end-of-file.
+  d  ^D             *  Forward  one half-window (and set half-window to _N).
+  u  ^U             *  Backward one half-window (and set half-window to _N).
+  ESC-)  RightArrow *  Right one half screen width (or _N positions).
+  ESC-(  LeftArrow  *  Left  one half screen width (or _N positions).
+  ESC-}  ^RightArrow   Right to last column displayed.
+  ESC-{  ^LeftArrow    Left  to first column.
+  F                    Forward forever; like "tail -f".
+  ESC-F                Like F but stop when search pattern is found.
+  r  ^R  ^L            Repaint screen.
+  R                    Repaint screen, discarding buffered input.
+        ---------------------------------------------------
+        Default "window" is the screen height.
+        Default "half-window" is half of the screen height.
+ ---------------------------------------------------------------------------
+
+                          SSEEAARRCCHHIINNGG
+
+  /_p_a_t_t_e_r_n          *  Search forward for (_N-th) matching line.
+  ?_p_a_t_t_e_r_n          *  Search backward for (_N-th) matching line.
+  n                 *  Repeat previous search (for _N-th occurrence).
+  N                 *  Repeat previous search in reverse direction.
+  ESC-n             *  Repeat previous search, spanning files.
+  ESC-N             *  Repeat previous search, reverse dir. & spanning files.
+  ESC-u                Undo (toggle) search highlighting.
+  ESC-U                Clear search highlighting.
+  &_p_a_t_t_e_r_n          *  Display only matching lines.
+        ---------------------------------------------------
+        A search pattern may begin with one or more of:
+        ^N or !  Search for NON-matching lines.
+        ^E or *  Search multiple files (pass thru END OF FILE).
+        ^F or @  Start search at FIRST file (for /) or last file (for ?).
+        ^K       Highlight matches, but don't move (KEEP position).
+        ^R       Don't use REGULAR EXPRESSIONS.
+        ^W       WRAP search if no match found.
+ ---------------------------------------------------------------------------
+
+                           JJUUMMPPIINNGG
+
+  g  <  ESC-<       *  Go to first line in file (or line _N).
+  G  >  ESC->       *  Go to last line in file (or line _N).
+  p  %              *  Go to beginning of file (or _N percent into file).
+  t                 *  Go to the (_N-th) next tag.
+  T                 *  Go to the (_N-th) previous tag.
+  {  (  [           *  Find close bracket } ) ].
+  }  )  ]           *  Find open bracket { ( [.
+  ESC-^F _<_c_1_> _<_c_2_>  *  Find close bracket _<_c_2_>.
+  ESC-^B _<_c_1_> _<_c_2_>  *  Find open bracket _<_c_1_>.
+        ---------------------------------------------------
+        Each "find close bracket" command goes forward to the close bracket 
+          matching the (_N-th) open bracket in the top line.
+        Each "find open bracket" command goes backward to the open bracket 
+          matching the (_N-th) close bracket in the bottom line.
+
+  m_<_l_e_t_t_e_r_>            Mark the current top line with <letter>.
+  M_<_l_e_t_t_e_r_>            Mark the current bottom line with <letter>.
+  '_<_l_e_t_t_e_r_>            Go to a previously marked position.
+  ''                   Go to the previous position.
+  ^X^X                 Same as '.
+  ESC-M_<_l_e_t_t_e_r_>        Clear a mark.
+        ---------------------------------------------------
+        A mark is any upper-case or lower-case letter.
+        Certain marks are predefined:
+             ^  means  beginning of the file
+             $  means  end of the file
+ ---------------------------------------------------------------------------
+
+                        CCHHAANNGGIINNGG FFIILLEESS
+
+  :e [_f_i_l_e]            Examine a new file.
+  ^X^V                 Same as :e.
+  :n                *  Examine the (_N-th) next file from the command line.
+  :p                *  Examine the (_N-th) previous file from the command line.
+  :x                *  Examine the first (or _N-th) file from the command line.
+  :d                   Delete the current file from the command line list.
+  =  ^G  :f            Print current file name.
+ ---------------------------------------------------------------------------
+
+                    MMIISSCCEELLLLAANNEEOOUUSS CCOOMMMMAANNDDSS
+
+  -_<_f_l_a_g_>              Toggle a command line option [see OPTIONS below].
+  --_<_n_a_m_e_>             Toggle a command line option, by name.
+  __<_f_l_a_g_>              Display the setting of a command line option.
+  ___<_n_a_m_e_>             Display the setting of an option, by name.
+  +_c_m_d                 Execute the less cmd each time a new file is examined.
+
+  !_c_o_m_m_a_n_d             Execute the shell command with $SHELL.
+  |XX_c_o_m_m_a_n_d            Pipe file between current pos & mark XX to shell command.
+  s _f_i_l_e               Save input to a file.
+  v                    Edit the current file with $VISUAL or $EDITOR.
+  V                    Print version number of "less".
+ ---------------------------------------------------------------------------
+
+                           OOPPTTIIOONNSS
+
+        Most options may be changed either on the command line,
+        or from within less by using the - or -- command.
+        Options may be given in one of two forms: either a single
+        character preceded by a -, or a name preceded by --.
+
+  -?  ........  --help
+                  Display help (from command line).
+  -a  ........  --search-skip-screen
+                  Search skips current screen.
+  -A  ........  --SEARCH-SKIP-SCREEN
+                  Search starts just after target line.
+  -b [_N]  ....  --buffers=[_N]
+                  Number of buffers.
+  -B  ........  --auto-buffers
+                  Don't automatically allocate buffers for pipes.
+  -c  ........  --clear-screen
+                  Repaint by clearing rather than scrolling.
+  -d  ........  --dumb
+                  Dumb terminal.
+  -D xx_c_o_l_o_r  .  --color=xx_c_o_l_o_r
+                  Set screen colors.
+  -e  -E  ....  --quit-at-eof  --QUIT-AT-EOF
+                  Quit at end of file.
+  -f  ........  --force
+                  Force open non-regular files.
+  -F  ........  --quit-if-one-screen
+                  Quit if entire file fits on first screen.
+  -g  ........  --hilite-search
+                  Highlight only last match for searches.
+  -G  ........  --HILITE-SEARCH
+                  Don't highlight any matches for searches.
+  -h [_N]  ....  --max-back-scroll=[_N]
+                  Backward scroll limit.
+  -i  ........  --ignore-case
+                  Ignore case in searches that do not contain uppercase.
+  -I  ........  --IGNORE-CASE
+                  Ignore case in all searches.
+  -j [_N]  ....  --jump-target=[_N]
+                  Screen position of target lines.
+  -J  ........  --status-column
+                  Display a status column at left edge of screen.
+  -k [_f_i_l_e]  .  --lesskey-file=[_f_i_l_e]
+                  Use a lesskey file.
+  -K  ........  --quit-on-intr
+                  Exit less in response to ctrl-C.
+  -L  ........  --no-lessopen
+                  Ignore the LESSOPEN environment variable.
+  -m  -M  ....  --long-prompt  --LONG-PROMPT
+                  Set prompt style.
+  -n  -N  ....  --line-numbers  --LINE-NUMBERS
+                  Don't use line numbers.
+  -o [_f_i_l_e]  .  --log-file=[_f_i_l_e]
+                  Copy to log file (standard input only).
+  -O [_f_i_l_e]  .  --LOG-FILE=[_f_i_l_e]
+                  Copy to log file (unconditionally overwrite).
+  -p [_p_a_t_t_e_r_n]  --pattern=[_p_a_t_t_e_r_n]
+                  Start at pattern (from command line).
+  -P [_p_r_o_m_p_t]   --prompt=[_p_r_o_m_p_t]
+                  Define new prompt.
+  -q  -Q  ....  --quiet  --QUIET  --silent --SILENT
+                  Quiet the terminal bell.
+  -r  -R  ....  --raw-control-chars  --RAW-CONTROL-CHARS
+                  Output "raw" control characters.
+  -s  ........  --squeeze-blank-lines
+                  Squeeze multiple blank lines.
+  -S  ........  --chop-long-lines
+                  Chop (truncate) long lines rather than wrapping.
+  -t [_t_a_g]  ..  --tag=[_t_a_g]
+                  Find a tag.
+  -T [_t_a_g_s_f_i_l_e] --tag-file=[_t_a_g_s_f_i_l_e]
+                  Use an alternate tags file.
+  -u  -U  ....  --underline-special  --UNDERLINE-SPECIAL
+                  Change handling of backspaces.
+  -V  ........  --version
+                  Display the version number of "less".
+  -w  ........  --hilite-unread
+                  Highlight first new line after forward-screen.
+  -W  ........  --HILITE-UNREAD
+                  Highlight first new line after any forward movement.
+  -x [_N[,...]]  --tabs=[_N[,...]]
+                  Set tab stops.
+  -X  ........  --no-init
+                  Don't use termcap init/deinit strings.
+  -y [_N]  ....  --max-forw-scroll=[_N]
+                  Forward scroll limit.
+  -z [_N]  ....  --window=[_N]
+                  Set size of window.
+  -" [_c[_c]]  .  --quotes=[_c[_c]]
+                  Set shell quote characters.
+  -~  ........  --tilde
+                  Don't display tildes after end of file.
+  -# [_N]  ....  --shift=[_N]
+                  Set horizontal scroll amount (0 = one half screen width).
+                --file-size
+                  Automatically determine the size of the input file.
+                --follow-name
+                  The F command changes files if the input file is renamed.
+                --incsearch
+                  Search file as each pattern character is typed in.
+                --line-num-width=N
+                  Set the width of the -N line number field to N characters.
+                --mouse
+                  Enable mouse input.
+                --no-keypad
+                  Don't send termcap keypad init/deinit strings.
+                --no-histdups
+                  Remove duplicates from command history.
+                --rscroll=C
+                  Set the character used to mark truncated lines.
+                --save-marks
+                  Retain marks across invocations of less.
+                --status-col-width=N
+                  Set the width of the -J status column to N characters.
+                --use-backslash
+                  Subsequent options use backslash as escape char.
+                --use-color
+                  Enables colored text.
+                --wheel-lines=N
+                  Each click of the mouse wheel moves N lines.
+
+
+ ---------------------------------------------------------------------------
+
+                          LLIINNEE EEDDIITTIINNGG
+
+        These keys can be used to edit text being entered 
+        on the "command line" at the bottom of the screen.
+
+ RightArrow ..................... ESC-l ... Move cursor right one character.
+ LeftArrow ...................... ESC-h ... Move cursor left one character.
+ ctrl-RightArrow  ESC-RightArrow  ESC-w ... Move cursor right one word.
+ ctrl-LeftArrow   ESC-LeftArrow   ESC-b ... Move cursor left one word.
+ HOME ........................... ESC-0 ... Move cursor to start of line.
+ END ............................ ESC-$ ... Move cursor to end of line.
+ BACKSPACE ................................ Delete char to left of cursor.
+ DELETE ......................... ESC-x ... Delete char under cursor.
+ ctrl-BACKSPACE   ESC-BACKSPACE ........... Delete word to left of cursor.
+ ctrl-DELETE .... ESC-DELETE .... ESC-X ... Delete word under cursor.
+ ctrl-U ......... ESC (MS-DOS only) ....... Delete entire line.
+ UpArrow ........................ ESC-k ... Retrieve previous command line.
+ DownArrow ...................... ESC-j ... Retrieve next command line.
+ TAB ...................................... Complete filename & cycle.
+ SHIFT-TAB ...................... ESC-TAB   Complete filename & reverse cycle.
+ ctrl-L ................................... Complete filename, list all.

api/ubprocess, os

@@ -0,0 +1,258 @@
+
+                   SSUUMMMMAARRYY OOFF LLEESSSS CCOOMMMMAANNDDSS
+
+      Commands marked with * may be preceded by a number, _N.
+      Notes in parentheses indicate the behavior if _N is given.
+      A key preceded by a caret indicates the Ctrl key; thus ^K is ctrl-K.
+
+  h  H                 Display this help.
+  q  :q  Q  :Q  ZZ     Exit.
+ ---------------------------------------------------------------------------
+
+                           MMOOVVIINNGG
+
+  e  ^E  j  ^N  CR  *  Forward  one line   (or _N lines).
+  y  ^Y  k  ^K  ^P  *  Backward one line   (or _N lines).
+  f  ^F  ^V  SPACE  *  Forward  one window (or _N lines).
+  b  ^B  ESC-v      *  Backward one window (or _N lines).
+  z                 *  Forward  one window (and set window to _N).
+  w                 *  Backward one window (and set window to _N).
+  ESC-SPACE         *  Forward  one window, but don't stop at end-of-file.
+  d  ^D             *  Forward  one half-window (and set half-window to _N).
+  u  ^U             *  Backward one half-window (and set half-window to _N).
+  ESC-)  RightArrow *  Right one half screen width (or _N positions).
+  ESC-(  LeftArrow  *  Left  one half screen width (or _N positions).
+  ESC-}  ^RightArrow   Right to last column displayed.
+  ESC-{  ^LeftArrow    Left  to first column.
+  F                    Forward forever; like "tail -f".
+  ESC-F                Like F but stop when search pattern is found.
+  r  ^R  ^L            Repaint screen.
+  R                    Repaint screen, discarding buffered input.
+        ---------------------------------------------------
+        Default "window" is the screen height.
+        Default "half-window" is half of the screen height.
+ ---------------------------------------------------------------------------
+
+                          SSEEAARRCCHHIINNGG
+
+  /_p_a_t_t_e_r_n          *  Search forward for (_N-th) matching line.
+  ?_p_a_t_t_e_r_n          *  Search backward for (_N-th) matching line.
+  n                 *  Repeat previous search (for _N-th occurrence).
+  N                 *  Repeat previous search in reverse direction.
+  ESC-n             *  Repeat previous search, spanning files.
+  ESC-N             *  Repeat previous search, reverse dir. & spanning files.
+  ESC-u                Undo (toggle) search highlighting.
+  ESC-U                Clear search highlighting.
+  &_p_a_t_t_e_r_n          *  Display only matching lines.
+        ---------------------------------------------------
+        A search pattern may begin with one or more of:
+        ^N or !  Search for NON-matching lines.
+        ^E or *  Search multiple files (pass thru END OF FILE).
+        ^F or @  Start search at FIRST file (for /) or last file (for ?).
+        ^K       Highlight matches, but don't move (KEEP position).
+        ^R       Don't use REGULAR EXPRESSIONS.
+        ^W       WRAP search if no match found.
+ ---------------------------------------------------------------------------
+
+                           JJUUMMPPIINNGG
+
+  g  <  ESC-<       *  Go to first line in file (or line _N).
+  G  >  ESC->       *  Go to last line in file (or line _N).
+  p  %              *  Go to beginning of file (or _N percent into file).
+  t                 *  Go to the (_N-th) next tag.
+  T                 *  Go to the (_N-th) previous tag.
+  {  (  [           *  Find close bracket } ) ].
+  }  )  ]           *  Find open bracket { ( [.
+  ESC-^F _<_c_1_> _<_c_2_>  *  Find close bracket _<_c_2_>.
+  ESC-^B _<_c_1_> _<_c_2_>  *  Find open bracket _<_c_1_>.
+        ---------------------------------------------------
+        Each "find close bracket" command goes forward to the close bracket 
+          matching the (_N-th) open bracket in the top line.
+        Each "find open bracket" command goes backward to the open bracket 
+          matching the (_N-th) close bracket in the bottom line.
+
+  m_<_l_e_t_t_e_r_>            Mark the current top line with <letter>.
+  M_<_l_e_t_t_e_r_>            Mark the current bottom line with <letter>.
+  '_<_l_e_t_t_e_r_>            Go to a previously marked position.
+  ''                   Go to the previous position.
+  ^X^X                 Same as '.
+  ESC-M_<_l_e_t_t_e_r_>        Clear a mark.
+        ---------------------------------------------------
+        A mark is any upper-case or lower-case letter.
+        Certain marks are predefined:
+             ^  means  beginning of the file
+             $  means  end of the file
+ ---------------------------------------------------------------------------
+
+                        CCHHAANNGGIINNGG FFIILLEESS
+
+  :e [_f_i_l_e]            Examine a new file.
+  ^X^V                 Same as :e.
+  :n                *  Examine the (_N-th) next file from the command line.
+  :p                *  Examine the (_N-th) previous file from the command line.
+  :x                *  Examine the first (or _N-th) file from the command line.
+  :d                   Delete the current file from the command line list.
+  =  ^G  :f            Print current file name.
+ ---------------------------------------------------------------------------
+
+                    MMIISSCCEELLLLAANNEEOOUUSS CCOOMMMMAANNDDSS
+
+  -_<_f_l_a_g_>              Toggle a command line option [see OPTIONS below].
+  --_<_n_a_m_e_>             Toggle a command line option, by name.
+  __<_f_l_a_g_>              Display the setting of a command line option.
+  ___<_n_a_m_e_>             Display the setting of an option, by name.
+  +_c_m_d                 Execute the less cmd each time a new file is examined.
+
+  !_c_o_m_m_a_n_d             Execute the shell command with $SHELL.
+  |XX_c_o_m_m_a_n_d            Pipe file between current pos & mark XX to shell command.
+  s _f_i_l_e               Save input to a file.
+  v                    Edit the current file with $VISUAL or $EDITOR.
+  V                    Print version number of "less".
+ ---------------------------------------------------------------------------
+
+                           OOPPTTIIOONNSS
+
+        Most options may be changed either on the command line,
+        or from within less by using the - or -- command.
+        Options may be given in one of two forms: either a single
+        character preceded by a -, or a name preceded by --.
+
+  -?  ........  --help
+                  Display help (from command line).
+  -a  ........  --search-skip-screen
+                  Search skips current screen.
+  -A  ........  --SEARCH-SKIP-SCREEN
+                  Search starts just after target line.
+  -b [_N]  ....  --buffers=[_N]
+                  Number of buffers.
+  -B  ........  --auto-buffers
+                  Don't automatically allocate buffers for pipes.
+  -c  ........  --clear-screen
+                  Repaint by clearing rather than scrolling.
+  -d  ........  --dumb
+                  Dumb terminal.
+  -D xx_c_o_l_o_r  .  --color=xx_c_o_l_o_r
+                  Set screen colors.
+  -e  -E  ....  --quit-at-eof  --QUIT-AT-EOF
+                  Quit at end of file.
+  -f  ........  --force
+                  Force open non-regular files.
+  -F  ........  --quit-if-one-screen
+                  Quit if entire file fits on first screen.
+  -g  ........  --hilite-search
+                  Highlight only last match for searches.
+  -G  ........  --HILITE-SEARCH
+                  Don't highlight any matches for searches.
+  -h [_N]  ....  --max-back-scroll=[_N]
+                  Backward scroll limit.
+  -i  ........  --ignore-case
+                  Ignore case in searches that do not contain uppercase.
+  -I  ........  --IGNORE-CASE
+                  Ignore case in all searches.
+  -j [_N]  ....  --jump-target=[_N]
+                  Screen position of target lines.
+  -J  ........  --status-column
+                  Display a status column at left edge of screen.
+  -k [_f_i_l_e]  .  --lesskey-file=[_f_i_l_e]
+                  Use a lesskey file.
+  -K  ........  --quit-on-intr
+                  Exit less in response to ctrl-C.
+  -L  ........  --no-lessopen
+                  Ignore the LESSOPEN environment variable.
+  -m  -M  ....  --long-prompt  --LONG-PROMPT
+                  Set prompt style.
+  -n  -N  ....  --line-numbers  --LINE-NUMBERS
+                  Don't use line numbers.
+  -o [_f_i_l_e]  .  --log-file=[_f_i_l_e]
+                  Copy to log file (standard input only).
+  -O [_f_i_l_e]  .  --LOG-FILE=[_f_i_l_e]
+                  Copy to log file (unconditionally overwrite).
+  -p [_p_a_t_t_e_r_n]  --pattern=[_p_a_t_t_e_r_n]
+                  Start at pattern (from command line).
+  -P [_p_r_o_m_p_t]   --prompt=[_p_r_o_m_p_t]
+                  Define new prompt.
+  -q  -Q  ....  --quiet  --QUIET  --silent --SILENT
+                  Quiet the terminal bell.
+  -r  -R  ....  --raw-control-chars  --RAW-CONTROL-CHARS
+                  Output "raw" control characters.
+  -s  ........  --squeeze-blank-lines
+                  Squeeze multiple blank lines.
+  -S  ........  --chop-long-lines
+                  Chop (truncate) long lines rather than wrapping.
+  -t [_t_a_g]  ..  --tag=[_t_a_g]
+                  Find a tag.
+  -T [_t_a_g_s_f_i_l_e] --tag-file=[_t_a_g_s_f_i_l_e]
+                  Use an alternate tags file.
+  -u  -U  ....  --underline-special  --UNDERLINE-SPECIAL
+                  Change handling of backspaces.
+  -V  ........  --version
+                  Display the version number of "less".
+  -w  ........  --hilite-unread
+                  Highlight first new line after forward-screen.
+  -W  ........  --HILITE-UNREAD
+                  Highlight first new line after any forward movement.
+  -x [_N[,...]]  --tabs=[_N[,...]]
+                  Set tab stops.
+  -X  ........  --no-init
+                  Don't use termcap init/deinit strings.
+  -y [_N]  ....  --max-forw-scroll=[_N]
+                  Forward scroll limit.
+  -z [_N]  ....  --window=[_N]
+                  Set size of window.
+  -" [_c[_c]]  .  --quotes=[_c[_c]]
+                  Set shell quote characters.
+  -~  ........  --tilde
+                  Don't display tildes after end of file.
+  -# [_N]  ....  --shift=[_N]
+                  Set horizontal scroll amount (0 = one half screen width).
+                --file-size
+                  Automatically determine the size of the input file.
+                --follow-name
+                  The F command changes files if the input file is renamed.
+                --incsearch
+                  Search file as each pattern character is typed in.
+                --line-num-width=N
+                  Set the width of the -N line number field to N characters.
+                --mouse
+                  Enable mouse input.
+                --no-keypad
+                  Don't send termcap keypad init/deinit strings.
+                --no-histdups
+                  Remove duplicates from command history.
+                --rscroll=C
+                  Set the character used to mark truncated lines.
+                --save-marks
+                  Retain marks across invocations of less.
+                --status-col-width=N
+                  Set the width of the -J status column to N characters.
+                --use-backslash
+                  Subsequent options use backslash as escape char.
+                --use-color
+                  Enables colored text.
+                --wheel-lines=N
+                  Each click of the mouse wheel moves N lines.
+
+
+ ---------------------------------------------------------------------------
+
+                          LLIINNEE EEDDIITTIINNGG
+
+        These keys can be used to edit text being entered 
+        on the "command line" at the bottom of the screen.
+
+ RightArrow ..................... ESC-l ... Move cursor right one character.
+ LeftArrow ...................... ESC-h ... Move cursor left one character.
+ ctrl-RightArrow  ESC-RightArrow  ESC-w ... Move cursor right one word.
+ ctrl-LeftArrow   ESC-LeftArrow   ESC-b ... Move cursor left one word.
+ HOME ........................... ESC-0 ... Move cursor to start of line.
+ END ............................ ESC-$ ... Move cursor to end of line.
+ BACKSPACE ................................ Delete char to left of cursor.
+ DELETE ......................... ESC-x ... Delete char under cursor.
+ ctrl-BACKSPACE   ESC-BACKSPACE ........... Delete word to left of cursor.
+ ctrl-DELETE .... ESC-DELETE .... ESC-X ... Delete word under cursor.
+ ctrl-U ......... ESC (MS-DOS only) ....... Delete entire line.
+ UpArrow ........................ ESC-k ... Retrieve previous command line.
+ DownArrow ...................... ESC-j ... Retrieve next command line.
+ TAB ...................................... Complete filename & cycle.
+ SHIFT-TAB ...................... ESC-TAB   Complete filename & reverse cycle.
+ ctrl-L ................................... Complete filename, list all.

api/ubprocess.run(

@@ -0,0 +1,258 @@
+
+                   SSUUMMMMAARRYY OOFF LLEESSSS CCOOMMMMAANNDDSS
+
+      Commands marked with * may be preceded by a number, _N.
+      Notes in parentheses indicate the behavior if _N is given.
+      A key preceded by a caret indicates the Ctrl key; thus ^K is ctrl-K.
+
+  h  H                 Display this help.
+  q  :q  Q  :Q  ZZ     Exit.
+ ---------------------------------------------------------------------------
+
+                           MMOOVVIINNGG
+
+  e  ^E  j  ^N  CR  *  Forward  one line   (or _N lines).
+  y  ^Y  k  ^K  ^P  *  Backward one line   (or _N lines).
+  f  ^F  ^V  SPACE  *  Forward  one window (or _N lines).
+  b  ^B  ESC-v      *  Backward one window (or _N lines).
+  z                 *  Forward  one window (and set window to _N).
+  w                 *  Backward one window (and set window to _N).
+  ESC-SPACE         *  Forward  one window, but don't stop at end-of-file.
+  d  ^D             *  Forward  one half-window (and set half-window to _N).
+  u  ^U             *  Backward one half-window (and set half-window to _N).
+  ESC-)  RightArrow *  Right one half screen width (or _N positions).
+  ESC-(  LeftArrow  *  Left  one half screen width (or _N positions).
+  ESC-}  ^RightArrow   Right to last column displayed.
+  ESC-{  ^LeftArrow    Left  to first column.
+  F                    Forward forever; like "tail -f".
+  ESC-F                Like F but stop when search pattern is found.
+  r  ^R  ^L            Repaint screen.
+  R                    Repaint screen, discarding buffered input.
+        ---------------------------------------------------
+        Default "window" is the screen height.
+        Default "half-window" is half of the screen height.
+ ---------------------------------------------------------------------------
+
+                          SSEEAARRCCHHIINNGG
+
+  /_p_a_t_t_e_r_n          *  Search forward for (_N-th) matching line.
+  ?_p_a_t_t_e_r_n          *  Search backward for (_N-th) matching line.
+  n                 *  Repeat previous search (for _N-th occurrence).
+  N                 *  Repeat previous search in reverse direction.
+  ESC-n             *  Repeat previous search, spanning files.
+  ESC-N             *  Repeat previous search, reverse dir. & spanning files.
+  ESC-u                Undo (toggle) search highlighting.
+  ESC-U                Clear search highlighting.
+  &_p_a_t_t_e_r_n          *  Display only matching lines.
+        ---------------------------------------------------
+        A search pattern may begin with one or more of:
+        ^N or !  Search for NON-matching lines.
+        ^E or *  Search multiple files (pass thru END OF FILE).
+        ^F or @  Start search at FIRST file (for /) or last file (for ?).
+        ^K       Highlight matches, but don't move (KEEP position).
+        ^R       Don't use REGULAR EXPRESSIONS.
+        ^W       WRAP search if no match found.
+ ---------------------------------------------------------------------------
+
+                           JJUUMMPPIINNGG
+
+  g  <  ESC-<       *  Go to first line in file (or line _N).
+  G  >  ESC->       *  Go to last line in file (or line _N).
+  p  %              *  Go to beginning of file (or _N percent into file).
+  t                 *  Go to the (_N-th) next tag.
+  T                 *  Go to the (_N-th) previous tag.
+  {  (  [           *  Find close bracket } ) ].
+  }  )  ]           *  Find open bracket { ( [.
+  ESC-^F _<_c_1_> _<_c_2_>  *  Find close bracket _<_c_2_>.
+  ESC-^B _<_c_1_> _<_c_2_>  *  Find open bracket _<_c_1_>.
+        ---------------------------------------------------
+        Each "find close bracket" command goes forward to the close bracket 
+          matching the (_N-th) open bracket in the top line.
+        Each "find open bracket" command goes backward to the open bracket 
+          matching the (_N-th) close bracket in the bottom line.
+
+  m_<_l_e_t_t_e_r_>            Mark the current top line with <letter>.
+  M_<_l_e_t_t_e_r_>            Mark the current bottom line with <letter>.
+  '_<_l_e_t_t_e_r_>            Go to a previously marked position.
+  ''                   Go to the previous position.
+  ^X^X                 Same as '.
+  ESC-M_<_l_e_t_t_e_r_>        Clear a mark.
+        ---------------------------------------------------
+        A mark is any upper-case or lower-case letter.
+        Certain marks are predefined:
+             ^  means  beginning of the file
+             $  means  end of the file
+ ---------------------------------------------------------------------------
+
+                        CCHHAANNGGIINNGG FFIILLEESS
+
+  :e [_f_i_l_e]            Examine a new file.
+  ^X^V                 Same as :e.
+  :n                *  Examine the (_N-th) next file from the command line.
+  :p                *  Examine the (_N-th) previous file from the command line.
+  :x                *  Examine the first (or _N-th) file from the command line.
+  :d                   Delete the current file from the command line list.
+  =  ^G  :f            Print current file name.
+ ---------------------------------------------------------------------------
+
+                    MMIISSCCEELLLLAANNEEOOUUSS CCOOMMMMAANNDDSS
+
+  -_<_f_l_a_g_>              Toggle a command line option [see OPTIONS below].
+  --_<_n_a_m_e_>             Toggle a command line option, by name.
+  __<_f_l_a_g_>              Display the setting of a command line option.
+  ___<_n_a_m_e_>             Display the setting of an option, by name.
+  +_c_m_d                 Execute the less cmd each time a new file is examined.
+
+  !_c_o_m_m_a_n_d             Execute the shell command with $SHELL.
+  |XX_c_o_m_m_a_n_d            Pipe file between current pos & mark XX to shell command.
+  s _f_i_l_e               Save input to a file.
+  v                    Edit the current file with $VISUAL or $EDITOR.
+  V                    Print version number of "less".
+ ---------------------------------------------------------------------------
+
+                           OOPPTTIIOONNSS
+
+        Most options may be changed either on the command line,
+        or from within less by using the - or -- command.
+        Options may be given in one of two forms: either a single
+        character preceded by a -, or a name preceded by --.
+
+  -?  ........  --help
+                  Display help (from command line).
+  -a  ........  --search-skip-screen
+                  Search skips current screen.
+  -A  ........  --SEARCH-SKIP-SCREEN
+                  Search starts just after target line.
+  -b [_N]  ....  --buffers=[_N]
+                  Number of buffers.
+  -B  ........  --auto-buffers
+                  Don't automatically allocate buffers for pipes.
+  -c  ........  --clear-screen
+                  Repaint by clearing rather than scrolling.
+  -d  ........  --dumb
+                  Dumb terminal.
+  -D xx_c_o_l_o_r  .  --color=xx_c_o_l_o_r
+                  Set screen colors.
+  -e  -E  ....  --quit-at-eof  --QUIT-AT-EOF
+                  Quit at end of file.
+  -f  ........  --force
+                  Force open non-regular files.
+  -F  ........  --quit-if-one-screen
+                  Quit if entire file fits on first screen.
+  -g  ........  --hilite-search
+                  Highlight only last match for searches.
+  -G  ........  --HILITE-SEARCH
+                  Don't highlight any matches for searches.
+  -h [_N]  ....  --max-back-scroll=[_N]
+                  Backward scroll limit.
+  -i  ........  --ignore-case
+                  Ignore case in searches that do not contain uppercase.
+  -I  ........  --IGNORE-CASE
+                  Ignore case in all searches.
+  -j [_N]  ....  --jump-target=[_N]
+                  Screen position of target lines.
+  -J  ........  --status-column
+                  Display a status column at left edge of screen.
+  -k [_f_i_l_e]  .  --lesskey-file=[_f_i_l_e]
+                  Use a lesskey file.
+  -K  ........  --quit-on-intr
+                  Exit less in response to ctrl-C.
+  -L  ........  --no-lessopen
+                  Ignore the LESSOPEN environment variable.
+  -m  -M  ....  --long-prompt  --LONG-PROMPT
+                  Set prompt style.
+  -n  -N  ....  --line-numbers  --LINE-NUMBERS
+                  Don't use line numbers.
+  -o [_f_i_l_e]  .  --log-file=[_f_i_l_e]
+                  Copy to log file (standard input only).
+  -O [_f_i_l_e]  .  --LOG-FILE=[_f_i_l_e]
+                  Copy to log file (unconditionally overwrite).
+  -p [_p_a_t_t_e_r_n]  --pattern=[_p_a_t_t_e_r_n]
+                  Start at pattern (from command line).
+  -P [_p_r_o_m_p_t]   --prompt=[_p_r_o_m_p_t]
+                  Define new prompt.
+  -q  -Q  ....  --quiet  --QUIET  --silent --SILENT
+                  Quiet the terminal bell.
+  -r  -R  ....  --raw-control-chars  --RAW-CONTROL-CHARS
+                  Output "raw" control characters.
+  -s  ........  --squeeze-blank-lines
+                  Squeeze multiple blank lines.
+  -S  ........  --chop-long-lines
+                  Chop (truncate) long lines rather than wrapping.
+  -t [_t_a_g]  ..  --tag=[_t_a_g]
+                  Find a tag.
+  -T [_t_a_g_s_f_i_l_e] --tag-file=[_t_a_g_s_f_i_l_e]
+                  Use an alternate tags file.
+  -u  -U  ....  --underline-special  --UNDERLINE-SPECIAL
+                  Change handling of backspaces.
+  -V  ........  --version
+                  Display the version number of "less".
+  -w  ........  --hilite-unread
+                  Highlight first new line after forward-screen.
+  -W  ........  --HILITE-UNREAD
+                  Highlight first new line after any forward movement.
+  -x [_N[,...]]  --tabs=[_N[,...]]
+                  Set tab stops.
+  -X  ........  --no-init
+                  Don't use termcap init/deinit strings.
+  -y [_N]  ....  --max-forw-scroll=[_N]
+                  Forward scroll limit.
+  -z [_N]  ....  --window=[_N]
+                  Set size of window.
+  -" [_c[_c]]  .  --quotes=[_c[_c]]
+                  Set shell quote characters.
+  -~  ........  --tilde
+                  Don't display tildes after end of file.
+  -# [_N]  ....  --shift=[_N]
+                  Set horizontal scroll amount (0 = one half screen width).
+                --file-size
+                  Automatically determine the size of the input file.
+                --follow-name
+                  The F command changes files if the input file is renamed.
+                --incsearch
+                  Search file as each pattern character is typed in.
+                --line-num-width=N
+                  Set the width of the -N line number field to N characters.
+                --mouse
+                  Enable mouse input.
+                --no-keypad
+                  Don't send termcap keypad init/deinit strings.
+                --no-histdups
+                  Remove duplicates from command history.
+                --rscroll=C
+                  Set the character used to mark truncated lines.
+                --save-marks
+                  Retain marks across invocations of less.
+                --status-col-width=N
+                  Set the width of the -J status column to N characters.
+                --use-backslash
+                  Subsequent options use backslash as escape char.
+                --use-color
+                  Enables colored text.
+                --wheel-lines=N
+                  Each click of the mouse wheel moves N lines.
+
+
+ ---------------------------------------------------------------------------
+
+                          LLIINNEE EEDDIITTIINNGG
+
+        These keys can be used to edit text being entered 
+        on the "command line" at the bottom of the screen.
+
+ RightArrow ..................... ESC-l ... Move cursor right one character.
+ LeftArrow ...................... ESC-h ... Move cursor left one character.
+ ctrl-RightArrow  ESC-RightArrow  ESC-w ... Move cursor right one word.
+ ctrl-LeftArrow   ESC-LeftArrow   ESC-b ... Move cursor left one word.
+ HOME ........................... ESC-0 ... Move cursor to start of line.
+ END ............................ ESC-$ ... Move cursor to end of line.
+ BACKSPACE ................................ Delete char to left of cursor.
+ DELETE ......................... ESC-x ... Delete char under cursor.
+ ctrl-BACKSPACE   ESC-BACKSPACE ........... Delete word to left of cursor.
+ ctrl-DELETE .... ESC-DELETE .... ESC-X ... Delete word under cursor.
+ ctrl-U ......... ESC (MS-DOS only) ....... Delete entire line.
+ UpArrow ........................ ESC-k ... Retrieve previous command line.
+ DownArrow ...................... ESC-j ... Retrieve next command line.
+ TAB ...................................... Complete filename & cycle.
+ SHIFT-TAB ...................... ESC-TAB   Complete filename & reverse cycle.
+ ctrl-L ................................... Complete filename, list all.

api/ult.stdout)

@@ -0,0 +1,14 @@
+  tableName   |  syncMode   | recordsProcessed | recordsInserted | recordsSkipped | recordsFailed |        createdAt        
+--------------+-------------+------------------+-----------------+----------------+---------------+-------------------------
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:57.769
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:33.239
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:10:04.175
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:09:40.038
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:09:15.606
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:08:50.332
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:08:22.615
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:56.832
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:31.662
+ Product Data | incremental |                0 |               0 |              0 |             0 | 2026-04-21 23:07:06.055
+(10 rows)
+

bun.lock

@@ -621,7 +621,7 @@
 
     "@types/aria-query": ["@types/aria-query@5.0.4", "", {}, "sha512-rfT93uj5s0PRL7EzccGMs3brplhcrghnDoV26NqKhCAS1hVo+WdNsPvE/yb6ilfr5hi2MEk6d5EWJTKdxg8jVw=="],
 
-    "@types/bun": ["@types/bun@1.3.12", "", { "dependencies": { "bun-types": "1.3.12" } }, "sha512-DBv81elK+/VSwXHDlnH3Qduw+KxkTIWi7TXkAeh24zpi5l0B2kUg9Ga3tb4nJaPcOFswflgi/yAvMVBPrxMB+A=="],
+    "@types/bun": ["@types/bun@1.3.13", "", { "dependencies": { "bun-types": "1.3.13" } }, "sha512-9fqXWk5YIHGGnUau9TEi+qdlTYDAnOj+xLCmSTwXfAIqXr2x4tytJb43E9uCvt09zJURKXwAtkoH4nLQfzeTXw=="],
 
     "@types/cacheable-request": ["@types/cacheable-request@6.0.3", "", { "dependencies": { "@types/http-cache-semantics": "*", "@types/keyv": "^3.1.4", "@types/node": "*", "@types/responselike": "^1.0.0" } }, "sha512-IQ3EbTzGxIigb1I3qPZc1rWJnH0BmSKv5QYTalEwweFvyBDLSAe24zP0le/hyi7ecGfZVlIVAg4BZqb8WBwKqw=="],
 
@@ -841,7 +841,7 @@
 
     "buffer-from": ["buffer-from@1.1.2", "", {}, "sha512-E+XQCRwSbaaiChtv6k6Dwgc+bx+Bs6vuKJHHl5kox/BaKbhiXzqQOwK4cO22yElGp2OCmjwVhT3HmxgyPGnJfQ=="],
 
-    "bun-types": ["bun-types@1.3.12", "", { "dependencies": { "@types/node": "*" } }, "sha512-HqOLj5PoFajAQciOMRiIZGNoKxDJSr6qigAttOX40vJuSp6DN/CxWp9s3C1Xwm4oH7ybueITwiaOcWXoYVoRkA=="],
+    "bun-types": ["bun-types@1.3.13", "", { "dependencies": { "@types/node": "*" } }, "sha512-QXKeHLlOLqQX9LgYaHJfzdBaV21T63HhFJnvuRCcjZiaUDpbs5ED1MgxbMra71CsryN/1dAoXuJJJwIv/2drVA=="],
 
     "bundle-name": ["bundle-name@4.1.0", "", { "dependencies": { "run-applescript": "^7.0.0" } }, "sha512-tjwM5exMg6BGRI+kNmTntNsvdZS1X8BFYS6tnJ2hdH0kVxM6/eVZ2xy+FqStSWvYmtfFMDLIxurorHwDKfDz5Q=="],
 

dalpuri/prisma/schema.prisma

@@ -666,6 +666,7 @@ model Member {
   approvedOpportunities Opportunity[]       @relation("OpportunityApprovedBy")
   rejectedOpportunities Opportunity[]       @relation("OpportunityRejectedBy")
   opportunityMembers    OpportunityMember[] @relation("OpportunityMemberToMember")
+  memberType            MemberType?         @relation(fields: [memberTypeRecId], references: [memberTypeRecId], onDelete: NoAction, onUpdate: NoAction)
 
   @@map("Member")
   @@schema("dbo")
@@ -1740,10 +1741,13 @@ model ActivityType {
   description       String   @map("Description") @db.NVarChar(50)
   hoursMin          Decimal? @map("Hours_Min") @db.Decimal(18, 2)
   hoursMax          Decimal? @map("Hours_Max") @db.Decimal(18, 2)
+
   defaultFlag    Boolean @map("Default_Flag")
   multiplierFlag Boolean @map("Multiplier_Flag")
+
   rate     Decimal? @map("Rate") @db.Decimal(18, 2)
   rateType String?  @map("Rate_Type") @db.Char(1)
+
   inactiveFlag      Boolean  @map("Inactive_Flag")
   invoiceFlag       Boolean  @map("Invoice_Flag")
   lastUpdate        DateTime @map("Last_Update") @db.DateTime2
@@ -2069,45 +2073,63 @@ model Country {
 // =====================
 
 model SoActivity {
+  subject String? @map("Subject") @db.NVarChar(100)
+
   soActivityRecId  Int  @id @map("SO_Activity_Recid")
   opportunityRecId Int? @map("Opportunity_Recid")
+  companyRecId     Int? @map("Company_RecID")
+
   assignTo   String @map("Assign_To") @db.NVarChar(15)
   assignedBy String @map("Assigned_By") @db.NVarChar(15)
-  companyRecId           Int?      @map("Company_RecID")
+
   soActivityTypeRecId Int? @map("SO_Activity_Type_RecID")
-  subject                String?   @map("Subject") @db.NVarChar(100)
   soReferenceRecId    Int? @map("SO_Reference_RecID")
+
   dateEntered DateTime @map("Date_Entered") @db.DateTime
   enteredBy   String   @map("Entered_By") @db.NVarChar(15)
+
   contactRecId Int?    @map("Contact_RecID")
   contactName  String? @map("Contact_Name") @db.NVarChar(62)
+
   closeFlag  Boolean   @map("Close_Flag")
   dateClosed DateTime? @map("Date_Closed") @db.DateTime
   closedBy   String?   @map("Closed_By") @db.NVarChar(15)
+
   updatedBy  String?  @map("Updated_By") @db.NVarChar(15)
   lastUpdate DateTime @map("Last_Update") @db.DateTime
+
   notifyCompleteFlag   Boolean @map("Notify_Complete_Flag")
   notificationSentFlag Boolean @map("Notification_Sent_Flag")
+
   srServiceRecId Int? @map("SR_Service_RecID")
+
   agrHeaderRecId         Int? @map("AGR_Header_RecID")
   marketingCampaignRecId Int? @map("Marketing_Campaign_RecID")
+
   assignToRecId Int  @map("assignto_recid")
   assignByRecId Int? @map("assignby_recid")
+
   mobileGuid      String @map("Mobile_Guid") @db.UniqueIdentifier
   srLocationRecId Int?   @map("SR_Location_RecID")
+
   dateTimeStart DateTime? @map("Date_Time_Start") @db.DateTime
   dateTimeEnd   DateTime? @map("Date_Time_End") @db.DateTime
+
   automated Boolean @map("Automated")
+
   dateTimeStartUtc DateTime? @map("Date_Time_Start_UTC") @db.SmallDateTime
   dateTimeEndUtc   DateTime? @map("Date_Time_End_UTC") @db.SmallDateTime
   dateEnteredUtc   DateTime  @map("Date_Entered_UTC") @db.DateTime
   lastUpdatedUTC   DateTime  @map("Last_Update_UTC") @db.DateTime
   dateClosedUtc    DateTime? @map("Date_Closed_UTC") @db.DateTime
+
   soActStatusRecId Int @map("so_act_status_recid")
   currencyRecId    Int @map("Currency_RecID")
+
   id String? @map("Id") @db.UniqueIdentifier
 
   opportunity Opportunity?     @relation(fields: [opportunityRecId], references: [opportunityRecId], onDelete: NoAction, onUpdate: NoAction)
+  notes       SoActivityNotes?
 
   @@map("SO_Activity")
   @@schema("dbo")
@@ -2303,6 +2325,7 @@ model ScheduleType {
   id                String   @map("Id") @db.UniqueIdentifier
 
   schedules    Schedule[]
+  teChargeCode TeChargeCode? @relation(fields: [teChargeCodeRecId], references: [teChargeCodeRecId], onDelete: NoAction, onUpdate: NoAction)
 
   @@map("Schedule_Type")
   @@schema("dbo")
@@ -2398,3 +2421,246 @@ model ScheduleDetail {
   @@map("Schedule_Detail")
   @@schema("dbo")
 }
+
+// =====================
+// TIME
+// =====================
+
+model TimeEntry {
+  companyRecId Int     @map("Company_RecID")
+  timeRecId    Int     @map("Time_RecID")
+  enteredBy    String? @map("Entered_By") @db.NVarChar(15)
+  memberId     String? @map("Member_ID") @db.NVarChar(15)
+
+  dateStart  DateTime? @map("Date_Start") @db.DateTime
+  timeStart  DateTime? @map("Time_Start") @db.DateTime
+  timeEnd    DateTime? @map("Time_End") @db.DateTime
+  hourlyRate Float?    @map("Hourly_Rate") @db.SmallMoney
+  hoursBill  Decimal   @map("Hours_Bill") @db.Decimal(18, 2)
+
+  invoiceFlag Boolean @map("Invoice_Flag")
+
+  lastUpdate DateTime? @map("Last_Update") @db.DateTime
+  updatedBy  String?   @map("Updated_By") @db.NVarChar(15)
+
+  pmProjectRecId Int? @map("PM_Project_RecID")
+
+  hoursActual     Decimal @map("Hours_Actual") @db.Decimal(18, 2)
+  billableFlag    Boolean @map("Billable_Flag")
+  billingLogRecId Int?    @map("Billing_Log_RecID")
+
+  srServiceRecId Int? @map("SR_Service_RecID")
+
+  activityTypeRecId  Int? @map("Activity_Type_RecID")
+  activityClassRecId Int? @map("Activity_Class_RecID")
+
+  teStatusId        Int  @map("TE_Status_ID") @db.SmallInt
+  timeSheetRecId    Int? @map("Time_Sheet_RecID")
+  teChargeCodeRecId Int? @map("TE_Charge_Code_RecID")
+
+  billingUnitRecId Int @map("Billing_Unit_RecID")
+  ownerLevelRecId  Int @map("Owner_Level_RecID")
+
+  memberRecId Int? @map("Member_RecID")
+
+  hoursInvoiced Decimal? @map("Hours_Invoiced") @db.Decimal(18, 2)
+  adjustment    Decimal  @map("Adjustment") @db.Decimal(18, 2)
+
+  memberTypeRecId Int? @map("Member_Type_RecID")
+
+  agrAmount      Decimal  @map("Agr_Amount") @db.Decimal(18, 2)
+  agrHeaderRecId Int?     @map("Agr_Header_RecID")
+  agrAdjustment  Decimal? @map("Agr_Adjustment") @db.Decimal(18, 2)
+  agrHours       Decimal? @map("Agr_Hours") @db.Decimal(18, 2)
+  agrMonth       Int?     @map("Agr_Month") @db.SmallInt
+  agrYear        Int?     @map("Agr_Year") @db.SmallInt
+
+  standardRate  Decimal? @map("Standard_Rate") @db.Decimal(18, 2)
+  effectiveRate Decimal? @map("Effective_Rate") @db.Decimal(18, 2)
+
+  hoursDeduct Decimal? @map("Hours_Deduct") @db.Decimal(18, 2)
+
+  contactRecId Int? @map("Contact_RecID")
+
+  soActivityRecId Int?   @map("SO_Activity_RecID")
+  mobileGuid      String @map("Mobile_GUID") @db.UniqueIdentifier
+  billingSr       Int?   @map("billing_sr")
+
+  signatureRecId Int?     @map("Signature_RecID")
+  signatureHours Decimal? @map("Signature_Hours") @db.Decimal(18, 2)
+
+  exchangeHref           String? @map("exchange_href") @db.NVarChar(300)
+  teProblemFlag          Boolean @map("TE_Problem_Flag")
+  teResolutionFlag       Boolean @map("TE_Resolution_Flag")
+  teInternalAnalysisFlag Boolean @map("TE_InternalAnalysis_Flag")
+
+  documentFlag Boolean @map("Document_Flag")
+
+  dateFormat Int? @map("Date_Format")
+
+  dbTimestamp    Bytes     @map("DB_Timestamp") @db.VarBinary(8)
+  timeStartUtc   DateTime? @map("Time_Start_UTC") @db.DateTime
+  timeEndUtc     DateTime? @map("Time_End_UTC") @db.DateTime
+  lastUpdateUtc  DateTime? @map("Last_Update_UTC") @db.DateTime
+  dateEnteredUtc DateTime  @map("Date_Entered_UTC") @db.DateTime
+
+  overageRate Float? @map("Overage_Rate") @db.SmallMoney
+
+  extendedInvoiceAmount Decimal? @map("Extended_Invoice_Amount") @db.Decimal(31, 6)
+  extendedBillAmount    Decimal? @map("Extended_Bill_Amount") @db.Decimal(31, 6)
+
+  notificationHistory String  @map("Notification_History") @db.VarChar(4000)
+  mergedFlag          Boolean @map("Merged_Flag")
+
+  internalNote String? @map("Internal_Note") @db.NVarChar(Max)
+  reference    String? @map("Reference") @db.NVarChar(100)
+
+  originalAuthor String? @map("Original_Author") @db.NVarChar(150)
+
+  costPerHour  String  @map("Cost_Per_Hour") @db.NVarChar(2000)
+  overrideFlag Boolean @map("Override_Flag")
+  issueFlag    Boolean @map("Issue_Flag")
+
+  notes         String? @map("Notes") @db.NVarChar(4000)
+  notesMarkdown String? @map("Notes_Markdown") @db.NVarChar(Max)
+
+  chargeToRecId Int?    @map("Charge_To_RecID")
+  chargeToType  String? @map("Charge_To_Type") @db.NVarChar(13)
+
+  teChargeCode TeChargeCode? @relation(fields: [teChargeCodeRecId], references: [teChargeCodeRecId], onDelete: NoAction, onUpdate: NoAction)
+  memberType   MemberType?   @relation(fields: [memberTypeRecId], references: [memberTypeRecId], onDelete: NoAction, onUpdate: NoAction)
+
+  @@id([companyRecId, timeRecId])
+  @@map("Time_Entry")
+  @@schema("dbo")
+}
+
+model SoActivityType {
+  soActivityTypeRecId Int     @id @map("SO_Activity_Type_RecID")
+  soActivityTypeId    String? @map("SO_Activity_Type_ID") @db.NVarChar(15)
+
+  description String? @map("Description") @db.NVarChar(50)
+
+  historyFlag Boolean @map("History_Flag")
+
+  updatedBy      String   @map("Updated_By") @db.NVarChar(15)
+  cleanUpFlag    Boolean  @map("CleanUp_Flag")
+  defaultFlag    Boolean  @map("Default_Flag")
+  importFlag     Boolean  @map("Import_Flag")
+  emailFlag      Boolean  @map("email_flag")
+  memoFlag       Boolean? @map("Memo_Flag")
+  pointsValue    Int?     @map("Points_Value")
+  inactiveFlag   Boolean? @map("Inactive_Flag")
+  lastUpdateUtc  DateTime @map("Last_Update_UTC") @db.DateTime2
+  dateEnteredUtc DateTime @map("Date_Entered_UTC") @db.DateTime2
+  enteredBy      String   @map("Entered_By") @db.NVarChar(15)
+  id             String   @map("Id") @db.UniqueIdentifier
+
+  @@map("SO_Activity_Type")
+  @@schema("dbo")
+}
+
+model SoActStatus {
+  soActStatusRecId Int     @id @map("SO_Act_Status_RecID")
+  description      String? @map("Description") @db.NVarChar(30)
+
+  defaultFlag       Boolean @map("Default_Flag")
+  closedFlag        Boolean @map("Closed_Flag")
+  inactiveFlag      Boolean @map("Inactive_Flag")
+  spawnFollowupFlag Boolean @map("spawn_followup_flag")
+
+  lastUpdate     DateTime @map("Last_Update") @db.DateTime2
+  lastUpdateUtc  DateTime @map("Last_Update_UTC") @db.DateTime2
+  dateEnteredUtc DateTime @map("Date_Entered_UTC") @db.DateTime2
+
+  updatedBy String? @map("Updated_By") @db.NVarChar(15)
+  enteredBy String  @map("Entered_By") @db.NVarChar(15)
+
+  id String @map("Id") @db.UniqueIdentifier
+
+  @@map("SO_Act_Status")
+  @@schema("dbo")
+}
+
+model SoActivityNotes {
+  soActivityNotesRecId Int      @id @map("SO_Activity_Notes_RecID")
+  soActivityRecId      Int      @unique @map("SO_Activity_RecID")
+  notes                String   @map("Notes") @db.NVarChar(Max)
+  internalAnalysisFlag Boolean  @map("Internal_Analysis_Flag")
+  dateCreatedUtc       DateTime @map("Date_Created_UTC") @db.DateTime2
+  enteredBy            String   @map("Entered_By") @db.NVarChar(15)
+  lastUpdateUtc        DateTime @map("Last_Update_UTC") @db.DateTime2
+  updatedBy            String   @map("Updated_By") @db.NVarChar(15)
+
+  soActivity SoActivity @relation(fields: [soActivityRecId], references: [soActivityRecId], onDelete: NoAction, onUpdate: NoAction)
+
+  @@map("SO_Activity_Notes")
+  @@schema("dbo")
+}
+
+// =====================
+// TIME ENTRY LOOKUPS
+// =====================
+
+model TeStatus {
+  teStatusRecId  Int      @id @map("TE_Status_RecID")
+  teStatusId     Int      @map("TE_Status_ID") @db.SmallInt
+  description    String?  @map("Description") @db.NVarChar(50)
+  action         String?  @map("Action") @db.NVarChar(50)
+  lastUpdatedUtc DateTime @map("Last_Updated_UTC") @db.DateTime2
+  localeKeyRecId Int?     @map("Locale_Key_RecID")
+
+  @@map("TE_Status")
+  @@schema("dbo")
+}
+
+model TeChargeCode {
+  teChargeCodeRecId Int @id @map("TE_Charge_Code_RecID")
+
+  description String? @map("Description") @db.NVarChar(50)
+
+  companyRecId     Int? @map("Company_RecID")
+  ownerLevelRecId  Int? @map("Owner_Level_RecID")
+  billingUnitRecId Int? @map("Billing_Unit_RecID")
+
+  activityClassRecId Int? @map("Activity_Class_RecID")
+  activityTypeRecId  Int? @map("Activity_Type_RecID")
+
+  expenseFlag Boolean @map("Expense_Flag")
+  timeFlag    Boolean @map("Time_Flag")
+
+  updatedBy       String?  @map("Updated_By") @db.NVarChar(15)
+  lastUpdate      DateTime @map("Last_Update") @db.DateTime2
+  billableFlag    Boolean  @map("Billable_Flag")
+  exTypeFlag      Boolean  @map("EX_Type_Flag")
+  invoiceFlag     Boolean? @map("Invoice_Flag")
+  integrationXref String?  @map("Integration_Xref") @db.NVarChar(50)
+  lastUpdateUtc   DateTime @map("Last_Update_UTC") @db.DateTime2
+  enteredBy       String   @map("Entered_By") @db.NVarChar(15)
+  dateEnteredUtc  DateTime @map("Date_Entered_UTC") @db.DateTime2
+  id              String   @map("Id") @db.UniqueIdentifier
+
+  scheduleTypes ScheduleType[]
+  timeEntries   TimeEntry[]
+
+  @@map("TE_Charge_Code")
+  @@schema("dbo")
+}
+
+model MemberType {
+  memberTypeRecId Int      @id @map("Member_Type_RecID")
+  description     String?  @map("Description") @db.NVarChar(30)
+  inactiveFlag    Boolean  @map("Inactive_Flag")
+  updatedBy       String?  @map("Updated_By") @db.NVarChar(15)
+  lastUpdate      DateTime @map("Last_Update") @db.DateTime2
+  lastUpdateUtc   DateTime @map("Last_Update_UTC") @db.DateTime2
+  enteredBy       String   @map("Entered_By") @db.NVarChar(15)
+  dateEnteredUtc  DateTime @map("Date_Entered_UTC") @db.DateTime2
+  id              String   @map("Id") @db.UniqueIdentifier
+
+  members     Member[]
+  timeEntries TimeEntry[]
+
+  @@map("Member_Type")
+  @@schema("dbo")
+}

dalpuri/src/index.ts

@@ -11,6 +11,7 @@ export { catalogCategoryTranslation } from "./translations/catalog-category";
 export { catalogSubcategoryTranslation } from "./translations/catalog-subcategory";
 export { catalogManufacturerTranslation } from "./translations/catalog-manufacturer";
 export { warehouseBinTranslation } from "./translations/warehouse-bin";
+export { warehouseTranslation } from "./translations/warehouse";
 export { productInventoryTranslation } from "./translations/product-inventory";
 export { productDataTranslation } from "./translations/product-data.ts";
 export { corporateLocationTranslation } from "./translations/corporate-location";
@@ -31,6 +32,16 @@ export { scheduleTypeTranslation } from "./translations/schedule-type";
 export { scheduleSpanTranslation } from "./translations/schedule-span";
 export { scheduleTranslation } from "./translations/schedule";
 export { taxCodeTranslation } from "./translations/tax-code";
+export { timeEntryTranslation } from "./translations/time-entry";
+export { timeEntryStatusTranslation } from "./translations/time-entry-status";
+export { timeEntryChargeCodeTranslation } from "./translations/time-entry-charge-code";
+export { timeActivityClassTranslation } from "./translations/time-activity-class";
+export { timeActivityTypeTranslation } from "./translations/time-activity-type";
+export { activityTypeTranslation } from "./translations/activity-type";
+export { activityStatusTranslation } from "./translations/activity-status";
+export { activityTranslation } from "./translations/activity";
+export { activityNotesTranslation } from "./translations/activity-notes";
+export { cwMemberTypeTranslation } from "./translations/cw-member-type";
 
 // Context type exports
 export type { TranslationContext } from "./translations/context";

dalpuri/src/sync-by-table.ts

@@ -37,8 +37,15 @@ import {
   scheduleTypeTranslation,
   scheduleSpanTranslation,
   scheduleTranslation,
+  taxCodeTranslation,
+  timeEntryTranslation,
+  activityTypeTranslation,
+  activityStatusTranslation,
+  activityTranslation,
+  activityNotesTranslation,
   userTranslation,
   warehouseBinTranslation,
+  warehouseTranslation,
   type TranslationContext,
 } from "./index";
 import { Translation, SkipRowError } from "./translations/types";
@@ -203,6 +210,9 @@ const refreshContextFromApi = async (
   context.scheduleStatusIds.clear();
   context.scheduleTypeIds.clear();
   context.scheduleSpanIds.clear();
+  context.activityTypeIds.clear();
+  context.activityStatusIds.clear();
+  context.activityIds.clear();
 
   const [
     users,
@@ -215,6 +225,9 @@ const refreshContextFromApi = async (
     scheduleStatuses,
     scheduleTypes,
     scheduleSpans,
+    activityTypes,
+    activityStatuses,
+    activities,
   ] = await Promise.all([
     apiPrisma.user.findMany({
       select: {
@@ -269,6 +282,21 @@ const refreshContextFromApi = async (
         id: true,
       },
     }),
+    apiPrisma.activityType.findMany({
+      select: {
+        id: true,
+      },
+    }),
+    apiPrisma.activityStatus.findMany({
+      select: {
+        id: true,
+      },
+    }),
+    apiPrisma.activity.findMany({
+      select: {
+        id: true,
+      },
+    }),
   ]);
 
   const defaultOpportunityType = await apiPrisma.opportunityType.findFirst({
@@ -346,6 +374,18 @@ const refreshContextFromApi = async (
     context.scheduleSpanIds.add(span.id);
   }
 
+  for (const activityType of activityTypes) {
+    context.activityTypeIds.add(activityType.id);
+  }
+
+  for (const activityStatus of activityStatuses) {
+    context.activityStatusIds.add(activityStatus.id);
+  }
+
+  for (const activity of activities) {
+    context.activityIds.add(activity.id);
+  }
+
   context.defaultOpportunityTypeId = defaultOpportunityType?.id ?? null;
 
   // Optional context fed from env-provided maps.
@@ -654,6 +694,13 @@ const getConfigForTable = (table: string): SyncTableConfig | null => {
       uniqueField: "id",
       lastUpdatedField: "lastUpdatedUtc",
     },
+    warehouse: {
+      sourceModel: "warehouse",
+      targetModel: "warehouse",
+      translation: warehouseTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      lastUpdatedField: "lastUpdatedUtc",
+    },
     warehouseBin: {
       sourceModel: "warehouseBin",
       targetModel: "warehouseBin",
@@ -761,6 +808,11 @@ const getConfigForTable = (table: string): SyncTableConfig | null => {
               closedFlag: true,
             },
           },
+          soInterest: {
+            select: {
+              description: true,
+            },
+          },
         },
       },
     },
@@ -813,6 +865,41 @@ const getConfigForTable = (table: string): SyncTableConfig | null => {
       uniqueField: "id",
       lastUpdatedField: "lastUpdateUtc",
     },
+    timeEntry: {
+      sourceModel: "timeEntry",
+      targetModel: "timeEntry",
+      translation: timeEntryTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      lastUpdatedField: "lastUpdateUtc",
+    },
+    soActivityType: {
+      sourceModel: "soActivityType",
+      targetModel: "activityType",
+      translation: activityTypeTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      lastUpdatedField: "lastUpdateUtc",
+    },
+    soActStatus: {
+      sourceModel: "soActStatus",
+      targetModel: "activityStatus",
+      translation: activityStatusTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      lastUpdatedField: "lastUpdateUtc",
+    },
+    soActivity: {
+      sourceModel: "soActivity",
+      targetModel: "activity",
+      translation: activityTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      lastUpdatedField: "lastUpdatedUTC",
+    },
+    soActivityNotes: {
+      sourceModel: "soActivityNotes",
+      targetModel: "activityNotes",
+      translation: activityNotesTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      lastUpdatedField: "lastUpdateUtc",
+    },
   };
 
   return configMap[table] ?? null;
@@ -984,8 +1071,7 @@ export async function syncTableUpdates(
 
   if (failed > sampleErrorsPrinted) {
     console.error(
-      `${config.sourceModel}: suppressed ${
+      `${config.sourceModel}: suppressed ${failed - sampleErrorsPrinted
-        failed - sampleErrorsPrinted
       } additional row errors`
     );
   }

dalpuri/src/sync.ts

@@ -39,8 +39,19 @@ import {
   scheduleSpanTranslation,
   scheduleTranslation,
   taxCodeTranslation,
+  timeEntryTranslation,
+  timeEntryStatusTranslation,
+  timeEntryChargeCodeTranslation,
+  timeActivityClassTranslation,
+  timeActivityTypeTranslation,
+  activityTypeTranslation,
+  activityStatusTranslation,
+  activityTranslation,
+  activityNotesTranslation,
+  cwMemberTypeTranslation,
   userTranslation,
   warehouseBinTranslation,
+  warehouseTranslation,
   type TranslationContext,
 } from "./index";
 import { Translation, SkipRowError } from "./translations/types";
@@ -346,6 +357,11 @@ const refreshContextFromApi = async (
   context.scheduleTypeIds.clear();
   context.scheduleSpanIds.clear();
   context.taxCodeIds.clear();
+  context.activityTypeIds.clear();
+  context.activityStatusIds.clear();
+  context.activityIds.clear();
+  context.timeEntryChargeCodeIds.clear();
+  context.timeEntryStatusIdByTeStatusId.clear();
 
   const [
     users,
@@ -363,6 +379,11 @@ const refreshContextFromApi = async (
     scheduleTypes,
     scheduleSpans,
     taxCodes,
+    activityTypes,
+    activityStatuses,
+    activities,
+    timeEntryChargeCodes,
+    timeEntryStatuses,
   ] = await Promise.all([
     apiPrisma.user.findMany({
       select: {
@@ -442,6 +463,32 @@ const refreshContextFromApi = async (
         id: true,
       },
     }),
+    apiPrisma.activityType.findMany({
+      select: {
+        id: true,
+      },
+    }),
+    apiPrisma.activityStatus.findMany({
+      select: {
+        id: true,
+      },
+    }),
+    apiPrisma.activity.findMany({
+      select: {
+        id: true,
+      },
+    }),
+    apiPrisma.timeEntryChargeCode.findMany({
+      select: {
+        id: true,
+      },
+    }),
+    apiPrisma.timeEntryStatus.findMany({
+      select: {
+        id: true,
+        statusId: true,
+      },
+    }),
   ]);
 
   const defaultOpportunityType = await apiPrisma.opportunityType.findFirst({
@@ -539,6 +586,26 @@ const refreshContextFromApi = async (
     context.taxCodeIds.add(taxCode.id);
   }
 
+  for (const activityType of activityTypes) {
+    context.activityTypeIds.add(activityType.id);
+  }
+
+  for (const activityStatus of activityStatuses) {
+    context.activityStatusIds.add(activityStatus.id);
+  }
+
+  for (const activity of activities) {
+    context.activityIds.add(activity.id);
+  }
+
+  for (const chargeCode of timeEntryChargeCodes) {
+    context.timeEntryChargeCodeIds.add(chargeCode.id);
+  }
+
+  for (const status of timeEntryStatuses) {
+    context.timeEntryStatusIdByTeStatusId.set(status.statusId, status.id);
+  }
+
   context.defaultOpportunityTypeId = defaultOpportunityType?.id ?? null;
 
   // Optional context fed from env-provided maps.
@@ -1073,8 +1140,7 @@ const reconcileStepDeletes = async (
           const message =
             error instanceof Error ? error.message : "Unknown delete error";
           console.error(
-            `Delete reconcile failed in ${step.name} for ${
+            `Delete reconcile failed in ${step.name} for ${step.uniqueField
-              step.uniqueField
             }=${formatValue(value)}:`,
             message
           );
@@ -1085,8 +1151,7 @@ const reconcileStepDeletes = async (
 
   if (failed > sampleErrorsPrinted) {
     console.error(
-      `${step.name}: suppressed ${
+      `${step.name}: suppressed ${failed - sampleErrorsPrinted
-        failed - sampleErrorsPrinted
       } additional delete errors`
     );
   }
@@ -1129,10 +1194,8 @@ const logAllSmartSyncDifferences = (
       ? diff.apiUpdatedAt.toISOString()
       : "null";
     console.log(
-      `    [diff] sourceModel=${step.sourceModel} targetModel=${
+      `    [diff] sourceModel=${step.sourceModel} targetModel=${step.targetModel
-        step.targetModel
+      } id=${diff.sourceId} reason=${diff.reason
-      } id=${diff.sourceId} reason=${
-        diff.reason
       } cwUpdatedAt=${diff.cwUpdatedAt.toISOString()} apiUpdatedAt=${apiUpdated}`
     );
   }
@@ -1393,8 +1456,7 @@ const syncStep = async (
 
   if (failed > sampleErrorsPrinted) {
     console.error(
-      `${step.name}: suppressed ${
+      `${step.name}: suppressed ${failed - sampleErrorsPrinted
-        failed - sampleErrorsPrinted
       } additional row errors`
     );
   }
@@ -1495,6 +1557,15 @@ export const executeFullDalpuriSync = async (options?: {
   const isTimedOut = () => Date.now() - syncStartTime > timeoutMs;
 
   const steps: Step[] = [
+    {
+      name: "CW Member Types",
+      sourceModel: "memberType",
+      targetModel: "cwMemberType",
+      translation: cwMemberTypeTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "memberTypeRecId",
+      sourceUpdatedField: "lastUpdateUtc",
+    },
     {
       name: "CW Members",
       sourceModel: "member",
@@ -1599,6 +1670,15 @@ export const executeFullDalpuriSync = async (options?: {
       sourceIdField: "manufacturerRecId",
       sourceUpdatedField: "lastUpdatedUtc",
     },
+    {
+      name: "Warehouses",
+      sourceModel: "warehouse",
+      targetModel: "warehouse",
+      translation: warehouseTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "warehouseRecId",
+      sourceUpdatedField: "lastUpdatedUtc",
+    },
     {
       name: "Warehouse Bins",
       sourceModel: "warehouseBin",
@@ -1757,6 +1837,11 @@ export const executeFullDalpuriSync = async (options?: {
               closedFlag: true,
             },
           },
+          soInterest: {
+            select: {
+              description: true,
+            },
+          },
         },
       },
     },
@@ -1829,6 +1914,87 @@ export const executeFullDalpuriSync = async (options?: {
       sourceIdField: "scheduleRecId",
       sourceUpdatedField: "lastUpdateUtc",
     },
+    {
+      name: "Time Entry Statuses",
+      sourceModel: "teStatus",
+      targetModel: "timeEntryStatus",
+      translation: timeEntryStatusTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "teStatusRecId",
+      sourceUpdatedField: "lastUpdatedUtc",
+    },
+    {
+      name: "Time Entry Charge Codes",
+      sourceModel: "teChargeCode",
+      targetModel: "timeEntryChargeCode",
+      translation: timeEntryChargeCodeTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "teChargeCodeRecId",
+      sourceUpdatedField: "lastUpdateUtc",
+    },
+    {
+      name: "Time Activity Classes",
+      sourceModel: "activityClass",
+      targetModel: "timeActivityClass",
+      translation: timeActivityClassTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "activityClassRecId",
+      sourceUpdatedField: "lastUpdatedUtc",
+    },
+    {
+      name: "Time Activity Types",
+      sourceModel: "activityType",
+      targetModel: "timeActivityType",
+      translation: timeActivityTypeTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "activityTypeRecId",
+      sourceUpdatedField: "lastUpdatedUtc",
+    },
+    {
+      name: "Time Entries",
+      sourceModel: "timeEntry",
+      targetModel: "timeEntry",
+      translation: timeEntryTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "timeRecId",
+      sourceUpdatedField: "lastUpdateUtc",
+    },
+    {
+      name: "Activity Types",
+      sourceModel: "soActivityType",
+      targetModel: "activityType",
+      translation: activityTypeTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "soActivityTypeRecId",
+      sourceUpdatedField: "lastUpdateUtc",
+    },
+    {
+      name: "Activity Statuses",
+      sourceModel: "soActStatus",
+      targetModel: "activityStatus",
+      translation: activityStatusTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "soActStatusRecId",
+      sourceUpdatedField: "lastUpdateUtc",
+    },
+    {
+      name: "Activities",
+      sourceModel: "soActivity",
+      targetModel: "activity",
+      translation: activityTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "soActivityRecId",
+      sourceUpdatedField: "lastUpdatedUTC",
+    },
+    {
+      name: "Activity Notes",
+      sourceModel: "soActivityNotes",
+      targetModel: "activityNotes",
+      translation: activityNotesTranslation as unknown as AnyTranslation,
+      uniqueField: "id",
+      sourceIdField: "soActivityNotesRecId",
+      sourceUpdatedField: "lastUpdateUtc",
+    },
   ];
 
   try {
@@ -1875,7 +2041,16 @@ export const executeFullDalpuriSync = async (options?: {
         step.targetModel === "opportunity" ||
         step.targetModel === "productData" ||
         step.targetModel === "serviceTicketNote" ||
-        step.targetModel === "schedule"
+        step.targetModel === "schedule" ||
+        step.targetModel === "timeEntryStatus" ||
+        step.targetModel === "timeEntryChargeCode" ||
+        step.targetModel === "timeActivityClass" ||
+        step.targetModel === "timeActivityType" ||
+        step.targetModel === "timeEntry" ||
+        step.targetModel === "activityType" ||
+        step.targetModel === "activityStatus" ||
+        step.targetModel === "activity" ||
+        step.targetModel === "activityNotes"
       ) {
         try {
           await refreshContextFromApi(apiPrisma, context);
@@ -1925,10 +2100,8 @@ export const executeFullDalpuriSync = async (options?: {
           ? effectiveDecision.sourceIds
           : undefined;
       console.log(
-        `  [smart-sync]${forceIncremental ? "[forced]" : ""} mode=${
+        `  [smart-sync]${forceIncremental ? "[forced]" : ""} mode=${effectiveDecision.mode
-          effectiveDecision.mode
+        }${effectiveDecision.mode === "incremental"
-        }${
-          effectiveDecision.mode === "incremental"
           ? ` (${effectiveDecision.sourceIds.length} ids)`
           : ""
         }`
@@ -1954,6 +2127,33 @@ export const executeFullDalpuriSync = async (options?: {
         `${step.name}: upserted=${result.insertedOrUpdated} skipped=${result.skipped} failed=${result.failed}`
       );
 
+      // After syncing product inventory, recalculate CatalogItem.onHand for all items
+      // by summing all ProductInventory.qtyOnHand rows grouped by itemId.
+      if (step.targetModel === "productInventory") {
+        console.log("  [post-step] Recalculating CatalogItem.onHand from ProductInventory...");
+        const grouped = await apiPrisma.productInventory.groupBy({
+          by: ["itemId"],
+          _sum: { qtyOnHand: true },
+          where: { itemId: { not: null } },
+        });
+        for (const group of grouped) {
+          if (group.itemId == null) continue;
+          await apiPrisma.catalogItem.updateMany({
+            where: { id: group.itemId },
+            data: { onHand: group._sum.qtyOnHand ?? 0 },
+          });
+        }
+        // Zero out items that have no inventory rows
+        const itemIdsWithInventory = grouped
+          .map((g) => g.itemId)
+          .filter((id): id is number => id != null);
+        await apiPrisma.catalogItem.updateMany({
+          where: { id: { notIn: itemIdsWithInventory } },
+          data: { onHand: 0 },
+        });
+        console.log(`  [post-step] Updated onHand for ${grouped.length} catalog items.`);
+      }
+
       await writeStepLog(
         step.name,
         effectiveDecision.mode,
@@ -1978,8 +2178,7 @@ export const executeFullDalpuriSync = async (options?: {
       if (forceIncremental) {
         const selected = deleteSteps[0];
         console.log(
-          `[delete-reconcile] incremental sweep: ${selected.name} (${
+          `[delete-reconcile] incremental sweep: ${selected.name} (${incrementalDeleteStepIndex + 1
-            incrementalDeleteStepIndex + 1
           }/${steps.length})`
         );
         incrementalDeleteStepIndex =

dalpuri/src/translations/activity-notes.ts

@@ -0,0 +1,48 @@
+import { SoActivityNotes as CwSoActivityNotes } from "../../generated/prisma/client";
+import { Translation, skipRow } from "./types";
+import { TranslationContext } from "./context";
+
+type ApiActivityNotesRecord = {
+    id: number;
+    notes: string;
+    activityId: number | null;
+    internalAnalysisFlag: boolean;
+    enteredById: string | null;
+    updatedById: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const activityNotesTranslation: Translation<
+    CwSoActivityNotes,
+    ApiActivityNotesRecord,
+    TranslationContext
+> = {
+    values: [
+        { from: "soActivityNotesRecId", to: "id" },
+        {
+            from: "notes",
+            to: "notes",
+            process: (value: string) => value,
+        },
+        {
+            from: "soActivityRecId",
+            to: "activityId",
+            process: (value: number, context: TranslationContext) => {
+                if (!context.activityIds.has(value)) {
+                    skipRow(`Activity ${value} not found in API`);
+                }
+                return value;
+            },
+        },
+        {
+            from: "internalAnalysisFlag",
+            to: "internalAnalysisFlag",
+            process: (value) => Boolean(value),
+        },
+        { from: "enteredBy", to: "enteredById" },
+        { from: "updatedBy", to: "updatedById" },
+        { from: "dateCreatedUtc", to: "createdAt" },
+        { from: "lastUpdateUtc", to: "updatedAt" },
+    ],
+};

dalpuri/src/translations/activity-status.ts

@@ -0,0 +1,55 @@
+import { SoActStatus as CwSoActStatus } from "../../generated/prisma/client";
+import { Translation } from "./types";
+
+type ApiActivityStatusRecord = {
+    id: number;
+    name: string;
+    description: string | null;
+    closedFlag: boolean;
+    inactiveFlag: boolean;
+    defaultFlag: boolean;
+    spawnFollowupFlag: boolean;
+    createdById: string | null;
+    updatedById: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const activityStatusTranslation: Translation<
+    CwSoActStatus,
+    ApiActivityStatusRecord
+> = {
+    values: [
+        { from: "soActStatusRecId", to: "id" },
+        {
+            from: "description",
+            to: "name",
+            process: (value) => (value ? value : "Unknown Status"),
+        },
+        { from: "description", to: "description" },
+        {
+            from: "closedFlag",
+            to: "closedFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "inactiveFlag",
+            to: "inactiveFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "defaultFlag",
+            to: "defaultFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "spawnFollowupFlag",
+            to: "spawnFollowupFlag",
+            process: (value) => Boolean(value),
+        },
+        { from: "enteredBy", to: "createdById" },
+        { from: "updatedBy", to: "updatedById" },
+        { from: "dateEnteredUtc", to: "createdAt" },
+        { from: "lastUpdateUtc", to: "updatedAt" },
+    ],
+};

dalpuri/src/translations/activity-type.ts

@@ -0,0 +1,73 @@
+import { SoActivityType as CwSoActivityType } from "../../generated/prisma/client";
+import { Translation } from "./types";
+
+type ApiActivityTypeRecord = {
+    id: number;
+    name: string;
+    description: string;
+    inactiveFlag: boolean;
+    historyFlag: boolean;
+    defaultFlag: boolean;
+    importFlag: boolean;
+    emailFlag: boolean;
+    memoFlag: boolean;
+    pointsValue: number | null;
+    createdById: string | null;
+    updatedById: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const activityTypeTranslation: Translation<
+    CwSoActivityType,
+    ApiActivityTypeRecord
+> = {
+    values: [
+        { from: "soActivityTypeRecId", to: "id" },
+        {
+            from: "soActivityTypeId",
+            to: "name",
+            process: (value) => (value ? value : ""),
+        },
+        {
+            from: "description",
+            to: "description",
+            process: (value) => (value ? value : ""),
+        },
+        {
+            from: "inactiveFlag",
+            to: "inactiveFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "historyFlag",
+            to: "historyFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "defaultFlag",
+            to: "defaultFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "importFlag",
+            to: "importFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "emailFlag",
+            to: "emailFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "memoFlag",
+            to: "memoFlag",
+            process: (value) => Boolean(value ?? false),
+        },
+        { from: "pointsValue", to: "pointsValue" },
+        { from: "enteredBy", to: "createdById" },
+        { from: "updatedBy", to: "updatedById" },
+        { from: "dateEnteredUtc", to: "createdAt" },
+        { from: "lastUpdateUtc", to: "updatedAt" },
+    ],
+};

dalpuri/src/translations/activity.ts

@@ -0,0 +1,147 @@
+import { SoActivity as CwSoActivity } from "../../generated/prisma/client";
+import { Translation, skipRow } from "./types";
+import { TranslationContext } from "./context";
+
+type ApiActivityRecord = {
+    id: number;
+    subject: string;
+    startTime: Date;
+    endTime: Date;
+    assignToId: string;
+    assignedById: string;
+    enteredBy: string;
+    automated: boolean;
+    closedFlag: boolean;
+    notifyCompleteFlag: boolean;
+    notificationSentFlat: boolean;
+    opportunityId: string | null;
+    serviceTicketId: string | null;
+    contactId: number | null;
+    companyId: number | null;
+    activityTypeId: number | null;
+    activityStatusId: number | null;
+    createdById: string | null;
+    updatedById: string | null;
+    closedById: string | null;
+    closedAt: Date | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const activityTranslation: Translation<
+    CwSoActivity,
+    ApiActivityRecord,
+    TranslationContext
+> = {
+    values: [
+        { from: "soActivityRecId", to: "id" },
+        {
+            from: "subject",
+            to: "subject",
+            process: (value) => (value ? value : ""),
+        },
+        {
+            from: "dateTimeStart",
+            to: "startTime",
+            process: (value) => {
+                if (!value) skipRow("Missing dateTimeStart");
+                return value as Date;
+            },
+        },
+        {
+            from: "dateTimeEnd",
+            to: "endTime",
+            process: (value) => {
+                if (!value) skipRow("Missing dateTimeEnd");
+                return value as Date;
+            },
+        },
+        {
+            from: "assignTo",
+            to: "assignToId",
+        },
+        {
+            from: "assignedBy",
+            to: "assignedById",
+        },
+        {
+            from: "enteredBy",
+            to: "enteredBy",
+        },
+        {
+            from: "automated",
+            to: "automated",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "closeFlag",
+            to: "closedFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "notifyCompleteFlag",
+            to: "notifyCompleteFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "notificationSentFlag",
+            to: "notificationSentFlat",
+            process: (value) => Boolean(value),
+        },
+        {
+            // opportunityId is a String? field with no @relation — store as null
+            // until a uid-mapping approach is established
+            from: "opportunityRecId",
+            to: "opportunityId",
+            process: () => null,
+        },
+        {
+            // serviceTicketId is a String? field with no @relation — store as null
+            // until a uid-mapping approach is established
+            from: "srServiceRecId",
+            to: "serviceTicketId",
+            process: () => null,
+        },
+        {
+            from: "contactRecId",
+            to: "contactId",
+            process: (value: number | null, context: TranslationContext) => {
+                if (!value) return null;
+                if (!context.contactIds.has(value)) return null;
+                return value;
+            },
+        },
+        {
+            from: "companyRecId",
+            to: "companyId",
+            process: (value: number | null, context: TranslationContext) => {
+                if (!value) return null;
+                if (!context.companyIds.has(value)) return null;
+                return value;
+            },
+        },
+        {
+            from: "soActivityTypeRecId",
+            to: "activityTypeId",
+            process: (value: number | null, context: TranslationContext) => {
+                if (!value) return null;
+                if (!context.activityTypeIds.has(value)) return null;
+                return value;
+            },
+        },
+        {
+            from: "soActStatusRecId",
+            to: "activityStatusId",
+            process: (value: number, context: TranslationContext) => {
+                if (!context.activityStatusIds.has(value)) return null;
+                return value;
+            },
+        },
+        { from: "enteredBy", to: "createdById" },
+        { from: "updatedBy", to: "updatedById" },
+        { from: "closedBy", to: "closedById" },
+        { from: "dateClosedUtc", to: "closedAt" },
+        { from: "dateEnteredUtc", to: "createdAt" },
+        { from: "lastUpdatedUTC", to: "updatedAt" },
+    ],
+};

dalpuri/src/translations/catalog-item.ts

@@ -45,11 +45,6 @@ export const catalogItemTranslation: Translation<
     },
     { from: "inactiveFlag", to: "inactive" },
     { from: "taxableFlag", to: "salesTaxable" },
-    {
-      from: "minimumStock",
-      to: "onHand",
-      process: (value) => (value == null ? 0 : value),
-    },
     { from: "classId", to: "classId" },
     { from: "dateEnteredUtc", to: "createdAt" },
     { from: "lastUpdatedUtc", to: "cwLastUpdated" },

dalpuri/src/translations/context.ts

@@ -73,6 +73,21 @@ export interface TranslationContext {
 
   // Set of API TaxCode.id values for FK validation
   taxCodeIds: Set<number>;
+
+  // Set of API ActivityType.id values for FK validation
+  activityTypeIds: Set<number>;
+
+  // Set of API ActivityStatus.id values for FK validation
+  activityStatusIds: Set<number>;
+
+  // Set of API Activity.id values for FK validation (used by ActivityNotes)
+  activityIds: Set<number>;
+
+  // Set of API TimeEntryChargeCode.id values for FK validation
+  timeEntryChargeCodeIds: Set<number>;
+
+  // Map: CW TE_Status_ID (smallint) -> API TimeEntryStatus.id (rec ID)
+  timeEntryStatusIdByTeStatusId: Map<number, number>;
 }
 
 /**
@@ -103,5 +118,10 @@ export function createTranslationContext(): TranslationContext {
     scheduleTypeIds: new Set(),
     scheduleSpanIds: new Set(),
     taxCodeIds: new Set(),
+    activityTypeIds: new Set(),
+    activityStatusIds: new Set(),
+    activityIds: new Set(),
+    timeEntryChargeCodeIds: new Set(),
+    timeEntryStatusIdByTeStatusId: new Map(),
   };
 }

dalpuri/src/translations/cw-member-type.ts

@@ -0,0 +1,39 @@
+import { MemberType as CwMemberType } from "../../generated/prisma/client";
+import { Translation } from "./types";
+
+type ApiCwMemberTypeRecord = {
+    id: number;
+    description: string | null;
+    inactiveFlag: boolean;
+    createdById: string | null;
+    updatedById: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const cwMemberTypeTranslation: Translation<
+    CwMemberType,
+    ApiCwMemberTypeRecord
+> = {
+    values: [
+        { from: "memberTypeRecId", to: "id" },
+        { from: "description", to: "description" },
+        {
+            from: "inactiveFlag",
+            to: "inactiveFlag",
+            process: (value) => Boolean(value),
+        },
+        { from: "enteredBy", to: "createdById" },
+        { from: "updatedBy", to: "updatedById" },
+        {
+            from: "dateEnteredUtc",
+            to: "createdAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+        {
+            from: "lastUpdateUtc",
+            to: "updatedAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+    ],
+};

dalpuri/src/translations/opportunity.ts

@@ -47,7 +47,9 @@ type CwOpportunityWithMembers = CwOpportunity & {
   soOppStatus?: Pick<CwSoOppStatus, "closedFlag"> | null;
 };
 
-const toInterest = (value: number | null): OpportunityInterest | null => {
+const toInterest = (
+  value: number | null
+): OpportunityInterest | null => {
   if (value == null) return null;
   if (value <= 1) return OpportunityInterest.COLD;
   if (value === 2) return OpportunityInterest.WARM;

dalpuri/src/translations/product-inventory.ts

@@ -18,6 +18,7 @@ export const productInventoryTranslation: Translation<
       to: "createdAt",
       process: (value) => (value ? value : new Date(0)),
     },
+    { from: "warehouseRecId", to: "warehouseId" },
     { from: "warehouseBinRecId", to: "warehouseBinId" },
     { from: "catalogRecId", to: "itemId" },
     { from: "updatedBy", to: "updatedById" },

dalpuri/src/translations/time-activity-class.ts

@@ -0,0 +1,51 @@
+import { ActivityClass as CwActivityClass } from "../../generated/prisma/client";
+import { Translation } from "./types";
+
+type ApiTimeActivityClassRecord = {
+    id: number;
+    description: string | null;
+    hourlyRate: number | null;
+    inactiveFlag: boolean;
+    taxExemptFlag: boolean;
+    createdById: string | null;
+    updatedById: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const timeActivityClassTranslation: Translation<
+    CwActivityClass,
+    ApiTimeActivityClassRecord
+> = {
+    values: [
+        { from: "activityClassRecId", to: "id" },
+        { from: "description", to: "description" },
+        {
+            from: "hourlyRate",
+            to: "hourlyRate",
+            process: (value) => (value != null ? Number(value) : null),
+        },
+        {
+            from: "inactiveFlag",
+            to: "inactiveFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "taxExemptFlag",
+            to: "taxExemptFlag",
+            process: (value) => Boolean(value),
+        },
+        { from: "enteredBy", to: "createdById" },
+        { from: "updatedBy", to: "updatedById" },
+        {
+            from: "dateEnteredUtc",
+            to: "createdAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+        {
+            from: "lastUpdatedUtc",
+            to: "updatedAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+    ],
+};

dalpuri/src/translations/time-activity-type.ts

@@ -0,0 +1,93 @@
+import { ActivityType as CwActivityType } from "../../generated/prisma/client";
+import { Translation } from "./types";
+
+type ApiTimeActivityTypeRecord = {
+    id: number;
+    description: string | null;
+    minHours: number | null;
+    maxHours: number | null;
+    rate: number | null;
+    costMultiplier: number;
+    inactiveFlag: boolean;
+    invoiceFlag: boolean;
+    billableFlag: boolean;
+    utilizationFlag: boolean;
+    defaultFlag: boolean;
+    multiplierFlag: boolean;
+    createdById: string | null;
+    updatedById: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const timeActivityTypeTranslation: Translation<
+    CwActivityType,
+    ApiTimeActivityTypeRecord
+> = {
+    values: [
+        { from: "activityTypeRecId", to: "id" },
+        { from: "description", to: "description" },
+        {
+            from: "hoursMin",
+            to: "minHours",
+            process: (value) => (value != null ? Number(value) : null),
+        },
+        {
+            from: "hoursMax",
+            to: "maxHours",
+            process: (value) => (value != null ? Number(value) : null),
+        },
+        {
+            from: "rate",
+            to: "rate",
+            process: (value) => (value != null ? Number(value) : null),
+        },
+        {
+            from: "costMultiplier",
+            to: "costMultiplier",
+            process: (value) => (value != null ? Number(value) : 1),
+        },
+        {
+            from: "inactiveFlag",
+            to: "inactiveFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "invoiceFlag",
+            to: "invoiceFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "billableFlag",
+            to: "billableFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "utilizationFlag",
+            to: "utilizationFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "defaultFlag",
+            to: "defaultFlag",
+            process: (value) => Boolean(value ?? false),
+        },
+        {
+            from: "multiplierFlag",
+            to: "multiplierFlag",
+            process: (value) => Boolean(value),
+        },
+        { from: "enteredBy", to: "createdById" },
+        { from: "updatedBy", to: "updatedById" },
+        {
+            from: "dateEnteredUtc",
+            to: "createdAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+        {
+            from: "lastUpdatedUtc",
+            to: "updatedAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+    ],
+};

dalpuri/src/translations/time-entry-charge-code.ts

@@ -0,0 +1,59 @@
+import { TeChargeCode as CwTeChargeCode } from "../../generated/prisma/client";
+import { Translation } from "./types";
+
+type ApiTimeEntryChargeCodeRecord = {
+    id: number;
+    chargeCodeId: number;
+    description: string | null;
+    expenseFlag: boolean;
+    timeFlag: boolean;
+    billableFlag: boolean;
+    invoiceFlag: boolean;
+    createdById: string | null;
+    updatedById: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const timeEntryChargeCodeTranslation: Translation<
+    CwTeChargeCode,
+    ApiTimeEntryChargeCodeRecord
+> = {
+    values: [
+        { from: "teChargeCodeRecId", to: "id" },
+        { from: "teChargeCodeRecId", to: "chargeCodeId" },
+        { from: "description", to: "description" },
+        {
+            from: "expenseFlag",
+            to: "expenseFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "timeFlag",
+            to: "timeFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "billableFlag",
+            to: "billableFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "invoiceFlag",
+            to: "invoiceFlag",
+            process: (value) => Boolean(value ?? false),
+        },
+        { from: "enteredBy", to: "createdById" },
+        { from: "updatedBy", to: "updatedById" },
+        {
+            from: "dateEnteredUtc",
+            to: "createdAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+        {
+            from: "lastUpdateUtc",
+            to: "updatedAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+    ],
+};

dalpuri/src/translations/time-entry-status.ts

@@ -0,0 +1,33 @@
+import { TeStatus as CwTeStatus } from "../../generated/prisma/client";
+import { Translation } from "./types";
+
+type ApiTimeEntryStatusRecord = {
+    id: number;
+    statusId: number;
+    description: string | null;
+    action: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+};
+
+export const timeEntryStatusTranslation: Translation<
+    CwTeStatus,
+    ApiTimeEntryStatusRecord
+> = {
+    values: [
+        { from: "teStatusRecId", to: "id" },
+        { from: "teStatusId", to: "statusId" },
+        { from: "description", to: "description" },
+        { from: "action", to: "action" },
+        {
+            from: "lastUpdatedUtc",
+            to: "createdAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+        {
+            from: "lastUpdatedUtc",
+            to: "updatedAt",
+            process: (value) => (value as Date | null) ?? new Date(0),
+        },
+    ],
+};

dalpuri/src/translations/time-entry.ts

@@ -0,0 +1,208 @@
+import { TimeEntry as CwTimeEntry } from "../../generated/prisma/client";
+import { Translation, skipRow } from "./types";
+import { TranslationContext } from "./context";
+
+type ApiTimeEntryRecord = {
+  id: number;
+  uid: string;
+  memberId: string | null;
+  companyId: number;
+  serviceTicketId: number | null;
+  activityId: number | null;
+  chargeCodeId: number | null;
+  statusId: number | null;
+  contactId: number | null;
+  dateStart: Date | null;
+  timeStart: Date | null;
+  timeEnd: Date | null;
+  notes: string | null;
+  notesMd: string | null;
+  internalNote: string | null;
+  billableHours: number | null;
+  actualHours: number | null;
+  invoicedHours: number | null;
+  deductedHours: number | null;
+  hourlyRate: number | null;
+  effectiveRate: number | null;
+  issueFlag: boolean;
+  mergedFlag: boolean;
+  invoiceFlag: boolean;
+  billableFlag: boolean;
+  documentFlag: boolean;
+  teProblemFlag: boolean;
+  teResolutionFlag: boolean;
+  teInternalAnalysisFlag: boolean;
+  chargeToRecId: number | null;
+  chargeToType: string | null;
+  createdById: string | null;
+  updatedById: string | null;
+  originalAuthorId: string | null;
+  createdAt: Date;
+  updatedAt: Date;
+};
+
+export const timeEntryTranslation: Translation<
+  CwTimeEntry,
+  ApiTimeEntryRecord,
+  TranslationContext
+> = {
+  values: [
+    { from: "timeRecId", to: "id" },
+    {
+      from: "mobileGuid",
+      to: "uid",
+      process: (value: string) => value,
+    },
+    { from: "memberId", to: "memberId" },
+    {
+      from: "companyRecId",
+      to: "companyId",
+      process: (value: number, context: TranslationContext) => {
+        if (!context.companyIds.has(value)) return skipRow(`company ${value} not found`);
+        return value;
+      },
+    },
+    {
+      from: "srServiceRecId",
+      to: "serviceTicketId",
+      process: (value: number | null, context: TranslationContext) => {
+        if (!value) return null;
+        if (!context.serviceTicketIds.has(value)) return null;
+        return value;
+      },
+    },
+    {
+      from: "soActivityRecId",
+      to: "activityId",
+      process: (value: number | null, context: TranslationContext) => {
+        if (!value) return null;
+        if (!context.activityIds.has(value)) return null;
+        return value;
+      },
+    },
+    {
+      from: "teChargeCodeRecId",
+      to: "chargeCodeId",
+      process: (value: number | null, context: TranslationContext) => {
+        if (!value) return null;
+        if (!context.timeEntryChargeCodeIds.has(value)) return null;
+        return value;
+      },
+    },
+    {
+      from: "teStatusId",
+      to: "statusId",
+      process: (value: number, context: TranslationContext) => {
+        return context.timeEntryStatusIdByTeStatusId.get(value) ?? null;
+      },
+    },
+    {
+      from: "contactRecId",
+      to: "contactId",
+      process: (value: number | null, context: TranslationContext) => {
+        if (!value) return null;
+        if (!context.contactIds.has(value)) return null;
+        return value;
+      },
+    },
+    { from: "dateStart", to: "dateStart" },
+    { from: "timeStart", to: "timeStart" },
+    { from: "timeEnd", to: "timeEnd" },
+    {
+      from: "notes",
+      to: "notes",
+      process: (value: string | null) => value ?? null,
+    },
+    {
+      from: "notesMarkdown",
+      to: "notesMd",
+      process: (value: string | null) => value ?? null,
+    },
+    { from: "internalNote", to: "internalNote" },
+    {
+      from: "hoursBill",
+      to: "billableHours",
+      process: (value) => (value != null ? Number(value) : null),
+    },
+    {
+      from: "hoursActual",
+      to: "actualHours",
+      process: (value) => (value != null ? Number(value) : null),
+    },
+    {
+      from: "hoursInvoiced",
+      to: "invoicedHours",
+      process: (value) => (value != null ? Number(value) : null),
+    },
+    {
+      from: "hoursDeduct",
+      to: "deductedHours",
+      process: (value) => (value != null ? Number(value) : null),
+    },
+    {
+      from: "hourlyRate",
+      to: "hourlyRate",
+      process: (value) => (value != null ? Number(value) : null),
+    },
+    {
+      from: "effectiveRate",
+      to: "effectiveRate",
+      process: (value) => (value != null ? Number(value) : null),
+    },
+    {
+      from: "issueFlag",
+      to: "issueFlag",
+      process: (value) => Boolean(value),
+    },
+    {
+      from: "mergedFlag",
+      to: "mergedFlag",
+      process: (value) => Boolean(value),
+    },
+    {
+      from: "invoiceFlag",
+      to: "invoiceFlag",
+      process: (value) => Boolean(value),
+    },
+    {
+      from: "billableFlag",
+      to: "billableFlag",
+      process: (value) => Boolean(value),
+    },
+    {
+      from: "documentFlag",
+      to: "documentFlag",
+      process: (value) => Boolean(value),
+    },
+    {
+      from: "teProblemFlag",
+      to: "teProblemFlag",
+      process: (value) => Boolean(value),
+    },
+    {
+      from: "teResolutionFlag",
+      to: "teResolutionFlag",
+      process: (value) => Boolean(value),
+    },
+    {
+      from: "teInternalAnalysisFlag",
+      to: "teInternalAnalysisFlag",
+      process: (value) => Boolean(value),
+    },
+    { from: "chargeToRecId", to: "chargeToRecId" },
+    { from: "chargeToType", to: "chargeToType" },
+    { from: "enteredBy", to: "createdById" },
+    { from: "updatedBy", to: "updatedById" },
+    { from: "originalAuthor", to: "originalAuthorId" },
+    {
+      from: "dateEnteredUtc",
+      to: "createdAt",
+      process: (value) => (value as Date | null) ?? new Date(0),
+    },
+    {
+      from: "lastUpdateUtc",
+      to: "updatedAt",
+      process: (value) => (value as Date | null) ?? new Date(0),
+    },
+  ],
+};

dalpuri/src/translations/warehouse-bin.ts

@@ -34,6 +34,7 @@ export const warehouseBinTranslation: Translation<
       to: "defaultFlag",
       process: (value) => Boolean(value),
     },
+    { from: "warehouseRecId", to: "warehouseId" },
     { from: "updatedBy", to: "updatedById" },
     { from: "enteredBy", to: "createdById" },
     { from: "lastUpdatedUtc", to: "updatedAt" },

dalpuri/src/translations/warehouse.ts

@@ -0,0 +1,28 @@
+import { Warehouse as CwWarehouse } from "../../generated/prisma/client";
+import { Warehouse as ApiWarehouse } from "../../../api/generated/prisma/client";
+import { Translation } from "./types";
+
+export const warehouseTranslation: Translation<CwWarehouse, ApiWarehouse> = {
+    values: [
+        { from: "warehouseRecId", to: "id" },
+        {
+            from: "warehouseName",
+            to: "name",
+            process: (value) => (value ? value : "Unnamed Warehouse"),
+        },
+        {
+            from: "inactiveFlag",
+            to: "inactiveFlag",
+            process: (value) => Boolean(value),
+        },
+        {
+            from: "lockedFlag",
+            to: "lockedFlag",
+            process: (value) => Boolean(value),
+        },
+        { from: "updatedBy", to: "updatedById" },
+        { from: "enteredBy", to: "createdById" },
+        { from: "lastUpdatedUtc", to: "updatedAt" },
+        { from: "dateEnteredUtc", to: "createdAt" },
+    ],
+};

ui/Dockerfile

@@ -8,7 +8,7 @@ COPY patches ./patches
 COPY api/package.json ./api/package.json
 COPY dalpuri/package.json ./dalpuri/package.json
 COPY ui/package.json ./ui/package.json
-RUN bun install --frozen-lockfile
+RUN ELECTRON_SKIP_BINARY_DOWNLOAD=1 bun install --frozen-lockfile
 
 # Copy UI source files
 COPY ui/ ./ui/

ui/src/components/AddProductModal.svelte

@@ -14,6 +14,7 @@
     type LaborStyle,
   } from "$lib/optima-api/modules/sales";
   import EditGuard from "./EditGuard.svelte";
+  import InventoryPopover from "./InventoryPopover.svelte";
 
   export let isOpen = false;
   export let accessToken: string;
@@ -2669,14 +2670,8 @@
                             >{formatPrice(item.price)}</span
                           >
                         {/if}
-                        {#if item.onHand != null && item.onHand > 0}
+                        {#if item.onHand != null}
-                          <span class="result-stock in-stock"
+                          <InventoryPopover identifier={item.id} onHand={item.onHand} />
-                            >{item.onHand} in stock</span
-                          >
-                        {:else if item.onHand != null}
-                          <span class="result-stock out-of-stock"
-                            >Out of stock</span
-                          >
                         {/if}
                       </div>
                       {#if cart.some((c) => c.id === item.id)}
@@ -3081,17 +3076,7 @@
                     <div class="detail-field">
                       <span class="detail-field-label">Inventory</span>
                       <span class="detail-field-value">
-                        {#if detailItem.onHand != null && detailItem.onHand > 0}
+                        <InventoryPopover identifier={detailItem.id} onHand={detailItem.onHand} />
-                          <span class="stock-badge in-stock"
-                            >{detailItem.onHand} on hand</span
-                          >
-                        {:else if detailItem.onHand != null}
-                          <span class="stock-badge out-of-stock"
-                            >Out of stock</span
-                          >
-                        {:else}
-                          <span class="stock-badge unknown">N/A</span>
-                        {/if}
                       </span>
                     </div>
                     <div class="detail-field">

ui/src/components/CreateOpportunityModal.svelte

@@ -27,6 +27,21 @@
     country?: string;
   }
 
+  interface CompanySite {
+    id?: number;
+    uid?: string;
+    name?: string;
+    defaultFlag?: boolean;
+    inactiveFlag?: boolean;
+    addressLine1?: string | null;
+    addressLine2?: string | null;
+    city?: string | null;
+    state?: string | null;
+    zip?: string | null;
+    country?: string | null;
+    phone?: string | null;
+  }
+
   export let isOpen = false;
   export let onSuccess: () => void = () => {};
   export let opportunityTypes: OpportunityType[] = [];
@@ -48,6 +63,8 @@
   let contacts: CompanyContact[] = [];
   let selectedContactId = "";
   let companyAddress: CompanyAddress | null = null;
+  let allAddresses: CompanySite[] = [];
+  let selectedSiteUid: string | null = null;
   let isLoadingCompanyDetails = false;
 
   // ── UI state ──
@@ -66,10 +83,50 @@
   let dropdownStyle = "";
   let primaryRepSelect: HTMLSelectElement;
 
+  // ── Schedule Entry state ──
+  type ScheduleEntryType = "Follow-Up" | "Appointment" | "Admin";
+  let scheduleEntryType: ScheduleEntryType = "Follow-Up";
+  let scheduleEntryStartDate = "";
+  let scheduleEntryStartHour = "";
+  let scheduleEntryEndDate = "";
+  let scheduleEntryEndHour = "";
+  let scheduleEntryNote = "";
+  let skipScheduleEntry = false;
+  let scheduleEntryTimeError = "";
+
+  function toCoLocalDate(d: Date): string {
+    const y = d.getFullYear();
+    const mo = String(d.getMonth() + 1).padStart(2, "0");
+    const da = String(d.getDate()).padStart(2, "0");
+    return `${y}-${mo}-${da}`;
+  }
+
+  function toCoLocalTime(d: Date): string {
+    const h = String(d.getHours()).padStart(2, "0");
+    const mi = String(d.getMinutes()).padStart(2, "0");
+    return `${h}:${mi}`;
+  }
+
+  function initScheduleEntryTimes() {
+    if (scheduleEntryStartDate && scheduleEntryStartHour && scheduleEntryEndDate && scheduleEntryEndHour) return; // already set
+    const now = new Date();
+    const mins = now.getMinutes();
+    const roundedUp = Math.ceil(mins / 15) * 15;
+    const ended = new Date(now);
+    ended.setMinutes(roundedUp, 0, 0);
+    if (ended <= now) ended.setHours(ended.getHours() + 1);
+    const started = new Date(ended.getTime() - 60 * 60 * 1000);
+    scheduleEntryStartDate = toCoLocalDate(started);
+    scheduleEntryStartHour = toCoLocalTime(started);
+    scheduleEntryEndDate = toCoLocalDate(ended);
+    scheduleEntryEndHour = toCoLocalTime(ended);
+  }
+
   // ── Opportunity types state ──
   let loadedTypes: OpportunityType[] = [];
   let isLoadingTypes = false;
   $: resolvedTypes = opportunityTypes.length > 0 ? opportunityTypes : loadedTypes;
+  $: selectedTypeName = resolvedTypes.find((t) => String(t.id) === typeId)?.name ?? null;
 
   async function loadOpportunityTypes() {
     if (opportunityTypes.length > 0) return;
@@ -93,14 +150,16 @@
     { label: "Details", icon: "document" },
     { label: "Assignment", icon: "people" },
     { label: "Contact & Site", icon: "contact" },
+    { label: "Schedule Entry", icon: "calendar" },
     { label: "Review", icon: "check" },
   ];
 
   // ── Validation ──
-  $: isStep0Valid = name.trim().length > 0 && expectedCloseDate.length > 0;
+  $: isStep0Valid = name.trim().length > 0 && expectedCloseDate.length > 0 && typeId.length > 0;
   $: isStep1Valid = primarySalesRepId.length > 0 && companyId.length > 0;
   $: isStep2Valid = true; // Contact & Site step is optional
-  $: isValid = isStep0Valid && isStep1Valid && isStep2Valid;
+  $: isStep3Valid = true; // Schedule Entry step is optional (can be skipped)
+  $: isValid = isStep0Valid && isStep1Valid && isStep2Valid && isStep3Valid;
 
   $: selectedPrimaryRep = $cwMembers.find(
     (m) => String(m.id) === primarySalesRepId,
@@ -112,6 +171,11 @@
     (c) => String(c.cwId) === selectedContactId,
   );
   $: activeContacts = contacts.filter((c) => !c.inactive);
+  $: activeSites = allAddresses.filter((a) => !a.inactiveFlag);
+  $: selectedSite =
+    selectedSiteUid !== null
+      ? (activeSites.find((a) => a.uid === selectedSiteUid) ?? null)
+      : (activeSites.find((a) => a.defaultFlag) ?? activeSites[0] ?? null);
 
   // ── Default close date to 30 days from now ──
   $: if (isOpen && !expectedCloseDate) {
@@ -211,6 +275,8 @@
     contacts = [];
     selectedContactId = "";
     companyAddress = null;
+    allAddresses = [];
+    selectedSiteUid = null;
   }
 
   function handleCompanyKeydown(e: KeyboardEvent) {
@@ -247,6 +313,8 @@
     contacts = [];
     selectedContactId = "";
     companyAddress = null;
+    allAddresses = [];
+    selectedSiteUid = null;
   }
 
   // ── Load company details (contacts + address) ──
@@ -259,6 +327,7 @@
           cw_Data?: {
             allContacts?: CompanyContact[];
             address?: CompanyAddress;
+            allAddresses?: CompanySite[];
           };
         };
       }>(`/api/companies/${companyOptimaId}/details`);
@@ -268,6 +337,12 @@
         const allContacts: CompanyContact[] = data.cw_Data?.allContacts ?? [];
         contacts = allContacts;
         companyAddress = data.cw_Data?.address ?? null;
+        allAddresses = data.cw_Data?.allAddresses ?? [];
+
+        // Auto-select default/first active site
+        const activeAddr = allAddresses.filter((a) => !a.inactiveFlag);
+        const defaultAddr = activeAddr.find((a) => a.defaultFlag) ?? activeAddr[0];
+        selectedSiteUid = defaultAddr?.uid ?? null;
 
         // Auto-select first active contact as default
         const active = allContacts.filter((c: CompanyContact) => !c.inactive);
@@ -288,10 +363,11 @@
   function nextStep() {
     if (currentStep === 0 && !isStep0Valid) return;
     if (currentStep === 1 && !isStep1Valid) return;
-    if (currentStep < 3) {
+    if (currentStep < 4) {
       currentStep++;
       if (currentStep === 1) loadMembers();
       if (currentStep === 2) loadCompanyDetails();
+      if (currentStep === 3) initScheduleEntryTimes();
     }
   }
 
@@ -316,6 +392,11 @@
     }
     if (step === 3 && isStep0Valid && isStep1Valid && isStep2Valid) {
       currentStep = 3;
+      initScheduleEntryTimes();
+      return;
+    }
+    if (step === 4 && isStep0Valid && isStep1Valid && isStep2Valid && isStep3Valid) {
+      currentStep = 4;
       return;
     }
   }
@@ -358,6 +439,33 @@
         console.warn("No opportunity ID in response:", JSON.stringify(result));
       }
 
+      // ── Create schedule entry if the user filled one in ────────────────────
+      if (!skipScheduleEntry && newId) {
+        try {
+          await clientFetch(`/sales/opportunity/${newId}/workflow`, {
+            method: "POST",
+            headers: { "Content-Type": "application/json" },
+            body: JSON.stringify({
+              action: "createScheduleEntry",
+              payload: {
+                activityTypeValue: scheduleEntryType,
+                ...(scheduleEntryEndDate ? { dueDate: scheduleEntryEndDate } : {}),
+                ...(scheduleEntryStartDate && scheduleEntryStartHour
+                  ? { startTime: new Date(`${scheduleEntryStartDate}T${scheduleEntryStartHour}`).toISOString() }
+                  : {}),
+                ...(scheduleEntryEndDate && scheduleEntryEndHour
+                  ? { endTime: new Date(`${scheduleEntryEndDate}T${scheduleEntryEndHour}`).toISOString() }
+                  : {}),
+                ...(scheduleEntryNote.trim() ? { note: scheduleEntryNote.trim() } : {}),
+              },
+            }),
+          });
+        } catch {
+          // Non-fatal: the opportunity was created; log and continue.
+          console.warn("[CreateOpportunityModal] Schedule entry creation failed after opportunity was created.");
+        }
+      }
+
       reset();
 
       if (shouldNavigate) {
@@ -393,11 +501,21 @@
     contacts = [];
     selectedContactId = "";
     companyAddress = null;
+    allAddresses = [];
+    selectedSiteUid = null;
     isLoadingCompanyDetails = false;
     isSubmitting = false;
     submitError = "";
     currentStep = 0;
     navigateOnCreate = true;
+    scheduleEntryType = "Follow-Up";
+    scheduleEntryStartDate = "";
+    scheduleEntryStartHour = "";
+    scheduleEntryEndDate = "";
+    scheduleEntryEndHour = "";
+    scheduleEntryNote = "";
+    skipScheduleEntry = false;
+    scheduleEntryTimeError = "";
   }
 
   function handleClose() {
@@ -482,11 +600,13 @@
             class:completed={i < currentStep}
             class:disabled={(i > 0 && !isStep0Valid) ||
               (i > 1 && !isStep1Valid) ||
-              (i > 2 && !isStep2Valid)}
+              (i > 2 && !isStep2Valid) ||
+              (i > 3 && !isStep3Valid)}
             on:click={() => goToStep(i)}
             disabled={(i > 0 && !isStep0Valid) ||
               (i > 1 && !isStep1Valid) ||
-              (i > 2 && !isStep2Valid)}
+              (i > 2 && !isStep2Valid) ||
+              (i > 3 && !isStep3Valid)}
           >
             <span class="co-step-number" class:check={i < currentStep}>
               {#if i < currentStep}
@@ -597,6 +717,21 @@
                   />
                 </div>
 
+                <div class="co-form-group">
+                  <label for="co-type">Opportunity Type <span class="co-req">*</span></label>
+                  <select
+                    id="co-type"
+                    bind:value={typeId}
+                    disabled={isSubmitting || isLoadingTypes}
+                    class:has-value={!!typeId}
+                  >
+                    <option value="">— Select type —</option>
+                    {#each resolvedTypes as t (t.id)}
+                      <option value={String(t.id)}>{t.name}</option>
+                    {/each}
+                  </select>
+                </div>
+
                 <div class="co-form-group">
                   <label for="co-source">Source</label>
                   <input
@@ -618,21 +753,6 @@
                     disabled={isSubmitting}
                   />
                 </div>
-
-                <div class="co-form-group">
-                  <label for="co-type">Opportunity Type</label>
-                  <select
-                    id="co-type"
-                    bind:value={typeId}
-                    disabled={isSubmitting || isLoadingTypes}
-                    class:has-value={!!typeId}
-                  >
-                    <option value="">— Select type (optional) —</option>
-                    {#each resolvedTypes as t (t.id)}
-                      <option value={String(t.id)}>{t.name}</option>
-                    {/each}
-                  </select>
-                </div>
               </div>
             </div>
 
@@ -1116,7 +1236,26 @@
                   </svg>
                   Loading site information…
                 </div>
-              {:else if companyAddress}
+              {:else if activeSites.length > 0}
+                {#if activeSites.length > 1}
+                  <div class="co-form-grid">
+                    <div class="co-form-group co-full-width">
+                      <label for="co-site-select">Site</label>
+                      <select
+                        id="co-site-select"
+                        bind:value={selectedSiteUid}
+                        disabled={isSubmitting}
+                      >
+                        {#each activeSites as site}
+                          <option value={site.uid}>
+                            {site.name || site.addressLine1 || "Unnamed Site"}{site.defaultFlag ? " (Default)" : ""}
+                          </option>
+                        {/each}
+                      </select>
+                    </div>
+                  </div>
+                {/if}
+                {#if selectedSite}
                   <div class="co-site-card">
                     <div class="co-site-card-icon">
                       <svg
@@ -1132,23 +1271,28 @@
                       </svg>
                     </div>
                     <div class="co-site-card-details">
-                    <p class="co-site-label">Primary Address</p>
+                      {#if selectedSite.name}
-                    <p class="co-site-line">{companyAddress.line1 ?? ""}</p>
+                        <p class="co-site-label">{selectedSite.name}</p>
-                    {#if companyAddress.line2}
+                      {/if}
-                      <p class="co-site-line">{companyAddress.line2}</p>
+                      {#if selectedSite.addressLine1}
+                        <p class="co-site-line">{selectedSite.addressLine1}</p>
+                      {/if}
+                      {#if selectedSite.addressLine2}
+                        <p class="co-site-line">{selectedSite.addressLine2}</p>
                       {/if}
                       <p class="co-site-line">
-                      {companyAddress.city ?? ""}{companyAddress.city &&
+                        {selectedSite.city ?? ""}{selectedSite.city && selectedSite.state ? ", " : ""}{selectedSite.state ?? ""}
-                      companyAddress.state
+                        {selectedSite.zip ?? ""}
-                        ? ", "
-                        : ""}{companyAddress.state ?? ""}
-                      {companyAddress.zip ?? ""}
                       </p>
-                    {#if companyAddress.country && companyAddress.country !== "United States"}
+                      {#if selectedSite.country && selectedSite.country !== "United States"}
-                      <p class="co-site-line">{companyAddress.country}</p>
+                        <p class="co-site-line">{selectedSite.country}</p>
+                      {/if}
+                      {#if selectedSite.phone}
+                        <p class="co-site-line">{selectedSite.phone}</p>
                       {/if}
                     </div>
                   </div>
+                {/if}
               {:else}
                 <div class="co-empty-state">
                   <svg
@@ -1168,8 +1312,136 @@
             </div>
           </div>
 
-          <!-- Step 3: Review -->
+          <!-- Step 3: Schedule Entry -->
         {:else if currentStep === 3}
+          <div class="co-step-content" style="animation: coFadeIn 0.2s ease">
+            <div class="co-section">
+              <h3 class="co-section-title">
+                <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" width="15" height="15">
+                  <rect x="3" y="4" width="18" height="18" rx="2" ry="2" />
+                  <line x1="16" y1="2" x2="16" y2="6" />
+                  <line x1="8" y1="2" x2="8" y2="6" />
+                  <line x1="3" y1="10" x2="21" y2="10" />
+                </svg>
+                Initial Schedule Entry
+              </h3>
+              <p class="co-step-hint">
+                Optionally create a schedule entry for this opportunity right away. You can skip this and add entries later.
+              </p>
+
+              <label class="co-skip-check">
+                <input type="checkbox" bind:checked={skipScheduleEntry} />
+                <span>Skip — I'll add a schedule entry later</span>
+              </label>
+
+              {#if !skipScheduleEntry}
+                <div class="co-form-grid co-schedule-grid">
+                  <!-- Activity type -->
+                  <div class="co-form-group co-full-width">
+                    <label for="co-se-type">Activity Type <span class="co-req">*</span></label>
+                    <div class="co-se-type-pills">
+                      {#each (["Follow-Up", "Appointment", "Admin"] as const) as t}
+                        <button
+                          type="button"
+                          class="co-se-pill"
+                          class:co-se-pill-active={scheduleEntryType === t}
+                          on:click={() => (scheduleEntryType = t)}
+                        >
+                          {#if t === "Follow-Up"}
+                            <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" width="13" height="13">
+                              <path d="M22 16.92v3a2 2 0 01-2.18 2 19.79 19.79 0 01-8.63-3.07 19.5 19.5 0 01-6-6 19.79 19.79 0 01-3.07-8.67A2 2 0 014.11 2h3a2 2 0 012 1.72c.127.96.361 1.903.7 2.81a2 2 0 01-.45 2.11L8.09 9.91a16 16 0 006 6l1.27-1.27a2 2 0 012.11-.45c.908.339 1.85.573 2.81.7A2 2 0 0122 16.92z"/>
+                            </svg>
+                          {:else if t === "Appointment"}
+                            <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" width="13" height="13">
+                              <rect x="3" y="4" width="18" height="18" rx="2" ry="2"/>
+                              <line x1="16" y1="2" x2="16" y2="6"/><line x1="8" y1="2" x2="8" y2="6"/><line x1="3" y1="10" x2="21" y2="10"/>
+                            </svg>
+                          {:else}
+                            <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" width="13" height="13">
+                              <circle cx="12" cy="12" r="10"/><polyline points="12 6 12 12 16 14"/>
+                            </svg>
+                          {/if}
+                          {t}
+                        </button>
+                      {/each}
+                    </div>
+                  </div>
+
+                  <!-- Start date -->
+                  <div class="co-form-group">
+                    <label for="co-se-start-date">Start Date</label>
+                    <input
+                      id="co-se-start-date"
+                      type="date"
+                      class:co-input-error={!!scheduleEntryTimeError}
+                      bind:value={scheduleEntryStartDate}
+                      disabled={isSubmitting}
+                      on:change={() => { scheduleEntryTimeError = ""; }}
+                    />
+                  </div>
+
+                  <!-- Start time -->
+                  <div class="co-form-group">
+                    <label for="co-se-start-hour">Start Time</label>
+                    <input
+                      id="co-se-start-hour"
+                      type="time"
+                      class:co-input-error={!!scheduleEntryTimeError}
+                      bind:value={scheduleEntryStartHour}
+                      disabled={isSubmitting}
+                      on:change={() => { scheduleEntryTimeError = ""; }}
+                    />
+                  </div>
+
+                  <!-- End date -->
+                  <div class="co-form-group">
+                    <label for="co-se-end-date">End Date</label>
+                    <input
+                      id="co-se-end-date"
+                      type="date"
+                      class:co-input-error={!!scheduleEntryTimeError}
+                      bind:value={scheduleEntryEndDate}
+                      disabled={isSubmitting}
+                      on:change={() => { scheduleEntryTimeError = ""; }}
+                    />
+                  </div>
+
+                  <!-- End time -->
+                  <div class="co-form-group">
+                    <label for="co-se-end-hour">End Time</label>
+                    <input
+                      id="co-se-end-hour"
+                      type="time"
+                      class:co-input-error={!!scheduleEntryTimeError}
+                      bind:value={scheduleEntryEndHour}
+                      disabled={isSubmitting}
+                      on:change={() => { scheduleEntryTimeError = ""; }}
+                    />
+                  </div>
+
+                  {#if scheduleEntryTimeError}
+                    <div class="co-full-width co-field-error">{scheduleEntryTimeError}</div>
+                  {/if}
+
+                  <!-- Notes -->
+                  <div class="co-form-group co-full-width">
+                    <label for="co-se-notes">Notes <span class="co-optional-label">(optional)</span></label>
+                    <textarea
+                      id="co-se-notes"
+                      class="co-notes-textarea"
+                      bind:value={scheduleEntryNote}
+                      placeholder="Add any notes for this schedule entry…"
+                      rows="3"
+                      disabled={isSubmitting}
+                    ></textarea>
+                  </div>
+                </div>
+              {/if}
+            </div>
+          </div>
+
+          <!-- Step 4: Review -->
+        {:else if currentStep === 4}
           <div class="co-step-content" style="animation: coFadeIn 0.2s ease">
             <div class="co-review">
               <div class="co-review-header">
@@ -1221,6 +1493,12 @@
                         })}
                       </dd>
                     </div>
+                    {#if selectedTypeName}
+                      <div class="co-review-item">
+                        <dt>Type</dt>
+                        <dd>{selectedTypeName}</dd>
+                      </div>
+                    {/if}
                     {#if source}
                       <div class="co-review-item">
                         <dt>Source</dt>
@@ -1293,14 +1571,13 @@
                           : "—"}
                       </dd>
                     </div>
-                    {#if companyAddress}
+                    {#if selectedSite}
                       <div class="co-review-item">
                         <dt>Site</dt>
                         <dd>
-                          {companyAddress.city ?? ""}{companyAddress.city &&
+                          {selectedSite.name
-                          companyAddress.state
+                            ? selectedSite.name
-                            ? ", "
+                            : `${selectedSite.city ?? ""}${selectedSite.city && selectedSite.state ? ", " : ""}${selectedSite.state ?? ""}`}
-                            : ""}{companyAddress.state ?? ""}
                         </dd>
                       </div>
                     {/if}
@@ -1332,6 +1609,39 @@
                 </div>
               {/if}
 
+              <!-- Schedule entry review card -->
+              {#if !skipScheduleEntry}
+                <div class="co-review-notes co-review-schedule">
+                  <h4>
+                    <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" width="14" height="14">
+                      <rect x="3" y="4" width="18" height="18" rx="2" ry="2"/>
+                      <line x1="16" y1="2" x2="16" y2="6"/><line x1="8" y1="2" x2="8" y2="6"/><line x1="3" y1="10" x2="21" y2="10"/>
+                    </svg>
+                    Schedule Entry
+                  </h4>
+                  <dl class="co-review-schedule-dl">
+                    <div class="co-review-item">
+                      <dt>Type</dt>
+                      <dd>{scheduleEntryType}</dd>
+                    </div>
+                    {#if scheduleEntryStartDate && scheduleEntryStartHour}
+                      <div class="co-review-item">
+                        <dt>Start</dt>
+                        <dd>{new Date(`${scheduleEntryStartDate}T${scheduleEntryStartHour}`).toLocaleString("en-US", { month: "short", day: "numeric", hour: "numeric", minute: "2-digit" })}</dd>
+                      </div>
+                    {/if}
+                    {#if scheduleEntryEndDate && scheduleEntryEndHour}
+                      <div class="co-review-item">
+                        <dt>End</dt>
+                        <dd>{new Date(`${scheduleEntryEndDate}T${scheduleEntryEndHour}`).toLocaleString("en-US", { month: "short", day: "numeric", hour: "numeric", minute: "2-digit" })}</dd>
+                      </div>
+                    {/if}
+                  </dl>
+                </div>
+              {:else}
+                <p class="co-review-skipped">No schedule entry — will be added later.</p>
+              {/if}
+
               <label class="co-navigate-check">
                 <input type="checkbox" bind:checked={navigateOnCreate} />
                 <span>Open opportunity after creating</span>
@@ -1375,19 +1685,22 @@
           Cancel
         </button>
 
-        {#if currentStep < 3}
+        {#if currentStep < 4}
           <button
             class="co-btn-next"
             on:click={nextStep}
             disabled={(currentStep === 0 && !isStep0Valid) ||
               (currentStep === 1 && !isStep1Valid) ||
-              (currentStep === 2 && !isStep2Valid)}
+              (currentStep === 2 && !isStep2Valid) ||
+              (currentStep === 3 && !isStep3Valid)}
             type="button"
           >
             {currentStep === 0
               ? "Next: Assignment"
               : currentStep === 1
                 ? "Next: Contact & Site"
+                : currentStep === 2
+                  ? "Next: Schedule Entry"
                   : "Review"}
             <svg
               viewBox="0 0 24 24"
@@ -1473,7 +1786,7 @@
   .co-modal {
     display: flex;
     flex-direction: column;
-    width: 640px;
+    width: 740px;
     max-width: 94vw;
     max-height: 88vh;
     background: var(--bg-surface, #ffffff);
@@ -1560,21 +1873,23 @@
     align-items: center;
     justify-content: center;
     gap: 0;
-    padding: 16px 24px;
+    padding: 12px 16px;
     border-bottom: 1px solid var(--border-subtle, #e5e5e5);
     background: var(--bg-inset, #fafafa);
+    overflow: hidden;
   }
 
   .co-step {
     display: flex;
     align-items: center;
-    gap: 8px;
+    gap: 5px;
-    padding: 6px 14px;
+    padding: 5px 8px;
     border: none;
     background: none;
     cursor: pointer;
     border-radius: 8px;
     transition: all 0.15s;
+    white-space: nowrap;
   }
 
   .co-step:hover:not(.disabled) {
@@ -1615,7 +1930,7 @@
   }
 
   .co-step-label {
-    font-size: 12.5px;
+    font-size: 11.5px;
     font-weight: 550;
     color: var(--text-secondary, #666);
     transition: color 0.15s;
@@ -1626,11 +1941,12 @@
   }
 
   .co-step-connector {
-    width: 32px;
+    width: 20px;
     height: 2px;
     background: var(--border-subtle, #ddd);
     border-radius: 1px;
     transition: background 0.2s;
+    flex-shrink: 0;
   }
 
   .co-step-connector.filled {
@@ -1704,6 +2020,7 @@
 
   .co-form-group input[type="text"],
   .co-form-group input[type="date"],
+  .co-form-group input[type="time"],
   .co-form-group select {
     width: 100%;
     padding: 8px 12px;
@@ -2197,6 +2514,136 @@
     color: var(--text-secondary, #666);
   }
 
+  .co-navigate-check {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    padding: 10px 14px;
+    border-radius: 8px;
+    background: var(--bg-inset, #fafafa);
+    border: 1px solid var(--border-subtle, #e5e5e5);
+    cursor: pointer;
+    transition: background 0.1s;
+  }
+
+  .co-navigate-check:hover {
+    background: var(--card-hover-bg, #f0f0f0);
+  }
+
+  .co-navigate-check input {
+    accent-color: #3b82f6;
+  }
+
+  .co-navigate-check span {
+    font-size: 12.5px;
+    font-weight: 500;
+    color: var(--text-secondary, #666);
+  }
+
+  /* ── Schedule Entry step ── */
+  .co-step-hint {
+    font-size: 12.5px;
+    color: var(--text-muted, #888);
+    margin-bottom: 12px;
+    line-height: 1.5;
+  }
+
+  .co-skip-check {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    padding: 10px 14px;
+    border-radius: 8px;
+    background: var(--bg-inset, #1a1a1a);
+    border: 1px solid var(--border-subtle, #333);
+    cursor: pointer;
+    margin-bottom: 16px;
+    transition: background 0.1s;
+  }
+  .co-skip-check:hover {
+    background: var(--card-hover-bg, #222);
+  }
+  .co-skip-check input {
+    accent-color: #3b82f6;
+  }
+  .co-skip-check span {
+    font-size: 12.5px;
+    font-weight: 500;
+    color: var(--text-secondary, #aaa);
+  }
+
+  .co-schedule-grid {
+    margin-top: 4px;
+  }
+
+  .co-se-type-pills {
+    display: flex;
+    gap: 8px;
+    flex-wrap: wrap;
+  }
+
+  .co-se-pill {
+    display: inline-flex;
+    align-items: center;
+    gap: 5px;
+    padding: 6px 14px;
+    border-radius: 20px;
+    border: 1px solid var(--border-color, #444);
+    background: transparent;
+    color: var(--text-muted, #888);
+    font-size: 13px;
+    cursor: pointer;
+    transition: border-color 0.15s, color 0.15s, background 0.15s;
+  }
+
+  .co-se-pill:hover {
+    border-color: var(--accent-color, #4f8ef7);
+    color: var(--accent-color, #4f8ef7);
+  }
+
+  .co-se-pill.co-se-pill-active {
+    border-color: var(--accent-color, #4f8ef7);
+    background: var(--accent-bg, rgba(79, 142, 247, 0.1));
+    color: var(--accent-color, #4f8ef7);
+    font-weight: 600;
+  }
+
+  .co-optional-label {
+    font-weight: 400;
+    color: var(--text-muted, #888);
+    font-size: 11px;
+  }
+
+  .co-input-error {
+    border-color: #ef4444 !important;
+  }
+
+  .co-field-error {
+    font-size: 11.5px;
+    color: #ef4444;
+    margin-top: -4px;
+    margin-bottom: 4px;
+  }
+
+  /* ── Schedule entry review card ── */
+  .co-review-schedule {
+    margin-top: 12px;
+  }
+
+  .co-review-schedule-dl {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 8px 20px;
+    margin-top: 8px;
+  }
+
+  .co-review-skipped {
+    font-size: 12.5px;
+    color: var(--text-muted, #888);
+    font-style: italic;
+    margin: 8px 0;
+  }
+
   /* ── Error banner ── */
   .co-error-banner {
     display: flex;
@@ -2459,6 +2906,7 @@
 
     .co-form-group input[type="text"],
     .co-form-group input[type="date"],
+    .co-form-group input[type="time"],
     .co-form-group select {
       font-size: 16px;
       padding: 10px 12px;

ui/src/components/InventoryPopover.svelte

@@ -0,0 +1,274 @@
+<script lang="ts">
+  import { clientFetch } from "$lib/client-fetch";
+  import { onDestroy } from "svelte";
+
+  export let identifier: string;
+  export let onHand: number | undefined;
+
+  // Warehouse IDs for the fixed locations
+  // Murray = Andrus 301 (1) + Andrus-205C (26) + Andrus 205D (27)
+  const MURRAY_IDS = new Set([1, 26, 27]);
+  const UNION_CITY_ID = 6;
+  const LONDON_ID = 30;
+
+  type InventoryRow = {
+    id: number;
+    qtyOnHand: number;
+    warehouseId: number | null;
+    warehouseBinId: number;
+    warehouse: { id: number; name: string } | null;
+  };
+
+  type Breakdown = {
+    murray: number;
+    unionCity: number;
+    london: number;
+    vehicles: number;
+  };
+
+  let visible = false;
+  let loading = false;
+  let breakdown: Breakdown | null = null;
+  let fetchedFor: string | null = null;
+
+  let anchorEl: HTMLElement;
+  let popoverX = 0;
+  let popoverY = 0;
+
+  // Portal action — moves the node to document.body so it is never
+  // clipped by a parent overflow or trapped inside a CSS transform context.
+  function portal(node: HTMLElement) {
+    document.body.appendChild(node);
+    return {
+      destroy() {
+        node.parentNode?.removeChild(node);
+      },
+    };
+  }
+
+  function onhandClass(qty: number) {
+    if (qty === 0) return "onhand-zero";
+    if (qty <= 3) return "onhand-low";
+    return "onhand-ok";
+  }
+
+  function computeBreakdown(rows: InventoryRow[]): Breakdown {
+    const result: Breakdown = { murray: 0, unionCity: 0, london: 0, vehicles: 0 };
+    for (const row of rows) {
+      const wId = row.warehouseId;
+      const wName = row.warehouse?.name ?? "";
+      if (wId != null && MURRAY_IDS.has(wId)) {
+        result.murray += row.qtyOnHand;
+      } else if (wId === UNION_CITY_ID) {
+        result.unionCity += row.qtyOnHand;
+      } else if (wId === LONDON_ID) {
+        result.london += row.qtyOnHand;
+      } else if (/^\d+$/.test(wName)) {
+        result.vehicles += row.qtyOnHand;
+      }
+    }
+    return result;
+  }
+
+  async function load() {
+    if (fetchedFor === identifier) return;
+    loading = true;
+    breakdown = null;
+    try {
+      const result = await clientFetch<{ data: InventoryRow[] }>(
+        `/procurement/catalog/inventory?id=${encodeURIComponent(identifier)}`,
+      );
+      breakdown = computeBreakdown(result?.data ?? []);
+      fetchedFor = identifier;
+    } catch {
+      breakdown = { murray: 0, unionCity: 0, london: 0, vehicles: 0 };
+      fetchedFor = identifier;
+    } finally {
+      loading = false;
+    }
+  }
+
+  function updatePosition() {
+    if (!anchorEl) return;
+    const rect = anchorEl.getBoundingClientRect();
+    popoverX = rect.left + rect.width / 2;
+    popoverY = rect.top - 6;
+  }
+
+  function handleMouseEnter() {
+    updatePosition();
+    visible = true;
+    load();
+  }
+
+  function handleMouseLeave() {
+    visible = false;
+  }
+
+  onDestroy(() => {
+    visible = false;
+  });
+</script>
+
+<div
+  class="inv-popover-anchor"
+  role="button"
+  tabindex="0"
+  bind:this={anchorEl}
+  on:mouseenter={handleMouseEnter}
+  on:mouseleave={handleMouseLeave}
+  on:focusin={handleMouseEnter}
+  on:focusout={handleMouseLeave}
+>
+  <span
+    class="onhand-badge"
+    class:onhand-zero={onHand === 0}
+    class:onhand-low={onHand != null && onHand > 0 && onHand <= 3}
+    class:onhand-ok={onHand != null && onHand > 3}
+  >
+    {onHand ?? "—"}
+  </span>
+</div>
+
+{#if visible}
+  <div
+    use:portal
+    class="inv-popover"
+    role="tooltip"
+    style="left:{popoverX}px; top:{popoverY}px;"
+  >
+    <div class="inv-popover-title">Inventory Breakdown</div>
+    {#if loading}
+      <div class="inv-popover-loading">
+        <span class="inv-spinner" />
+        Loading…
+      </div>
+    {:else if breakdown}
+      <div class="inv-popover-rows">
+        <div class="inv-popover-row">
+          <span class="inv-location">Murray, KY</span>
+          <span class="onhand-badge {onhandClass(breakdown.murray)}">{breakdown.murray}</span>
+        </div>
+        <div class="inv-popover-row">
+          <span class="inv-location">Union City, TN</span>
+          <span class="onhand-badge {onhandClass(breakdown.unionCity)}">{breakdown.unionCity}</span>
+        </div>
+        <div class="inv-popover-row">
+          <span class="inv-location">London, KY</span>
+          <span class="onhand-badge {onhandClass(breakdown.london)}">{breakdown.london}</span>
+        </div>
+        <div class="inv-popover-row">
+          <span class="inv-location">Vehicles</span>
+          <span class="onhand-badge {onhandClass(breakdown.vehicles)}">{breakdown.vehicles}</span>
+        </div>
+      </div>
+    {/if}
+  </div>
+{/if}
+
+<style>
+  .inv-popover-anchor {
+    position: relative;
+    display: inline-block;
+    cursor: default;
+  }
+
+  /* Badge styles — self-contained so component works outside catalog.css context */
+  .onhand-badge {
+    display: inline-block;
+    min-width: 28px;
+    padding: 2px 8px;
+    border-radius: 10px;
+    font-size: 12px;
+    font-weight: 600;
+    text-align: center;
+  }
+
+  .onhand-zero {
+    background: var(--status-inactive-bg, #fee2e2);
+    color: var(--status-inactive-color, #dc2626);
+  }
+
+  .onhand-low {
+    background: var(--status-pending-bg, #fef3c7);
+    color: var(--status-pending-color, #d97706);
+  }
+
+  .onhand-ok {
+    background: var(--status-active-bg, #dcfce7);
+    color: var(--status-active-color, #16a34a);
+  }
+
+  /*
+   * Portalled to document.body — fixed to viewport, above everything.
+   * Note: Svelte scoped styles won't apply to portalled nodes, so the
+   * popover styles below use :global() to reach across the portal boundary.
+   */
+
+  :global(.inv-popover) {
+    position: fixed;
+    transform: translateX(-50%) translateY(-100%);
+    z-index: 9999;
+    background: var(--bg-surface);
+    border: 1px solid var(--border-subtle);
+    border-radius: 8px;
+    box-shadow: var(--card-hover-shadow, 0 8px 24px rgba(0, 0, 0, 0.15));
+    padding: 10px 14px;
+    min-width: 210px;
+    white-space: nowrap;
+    pointer-events: none;
+    font-family: inherit;
+  }
+
+  :global(.inv-popover-title) {
+    font-size: 11px;
+    font-weight: 700;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    color: var(--text-muted);
+    margin-bottom: 8px;
+  }
+
+  :global(.inv-popover-loading) {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    font-size: 12px;
+    color: var(--text-muted);
+    padding: 4px 0;
+  }
+
+  :global(.inv-spinner) {
+    display: inline-block;
+    width: 12px;
+    height: 12px;
+    border: 2px solid var(--border-subtle);
+    border-top-color: var(--text-secondary);
+    border-radius: 50%;
+    animation: inv-spin 0.6s linear infinite;
+    flex-shrink: 0;
+  }
+
+  @keyframes inv-spin {
+    to { transform: rotate(360deg); }
+  }
+
+  :global(.inv-popover-rows) {
+    display: flex;
+    flex-direction: column;
+    gap: 6px;
+  }
+
+  :global(.inv-popover-row) {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    gap: 16px;
+  }
+
+  :global(.inv-location) {
+    font-size: 12px;
+    color: var(--text-primary);
+    font-weight: 500;
+  }
+</style>

ui/src/components/NoResultsMonkey.svelte

@@ -3,64 +3,15 @@
   export let size: number = 160;
 </script>
 
-<div class="monkey" style="width: {size}px">
+<div class="empty-state">
-  <svg viewBox="0 0 120 120" width="100%" height="100%" aria-hidden="true">
+  <p class="msg">{message}</p>
-    <!-- head -->
-    <circle cx="60" cy="60" r="44" fill="#8B5E3C" />
-    <!-- face -->
-    <ellipse cx="60" cy="70" rx="30" ry="24" fill="#E8C9A1" />
-    <!-- ears -->
-    <circle cx="26" cy="56" r="12" fill="#8B5E3C" />
-    <circle cx="94" cy="56" r="12" fill="#8B5E3C" />
-    <circle cx="26" cy="56" r="6" fill="#E8C9A1" />
-    <circle cx="94" cy="56" r="6" fill="#E8C9A1" />
-    <!-- eyes -->
-    <circle cx="48" cy="64" r="6" fill="#2b2b2b" />
-    <circle cx="72" cy="64" r="6" fill="#2b2b2b" />
-    <!-- smile -->
-    <path
-      d="M48 78 Q60 88 72 78"
-      stroke="#2b2b2b"
-      stroke-width="3"
-      fill="none"
-      stroke-linecap="round"
-    />
-    <!-- eyebrow accents -->
-    <path
-      d="M42 58 Q48 54 54 58"
-      stroke="#6b4a33"
-      stroke-width="2"
-      fill="none"
-      stroke-linecap="round"
-      opacity="0.6"
-    />
-    <path
-      d="M66 58 Q72 54 78 58"
-      stroke="#6b4a33"
-      stroke-width="2"
-      fill="none"
-      stroke-linecap="round"
-      opacity="0.6"
-    />
-    <!-- tiny tuft -->
-    <path
-      d="M60 28 Q58 34 62 36"
-      stroke="#6b4a33"
-      stroke-width="3"
-      fill="none"
-      stroke-linecap="round"
-    />
-  </svg>
-  <div class="msg">{message}</div>
 </div>
 
 <style>
-  .monkey {
+  .empty-state {
     display: flex;
-    flex-direction: column;
     align-items: center;
     justify-content: center;
-    gap: 0.75rem;
     margin: 1.5rem auto;
   }
   .msg {

ui/src/components/NoResultsMonkey.svelte.test.ts

@@ -1,33 +0,0 @@
-import { describe, expect, it } from "vitest";
-import { render, screen } from "@testing-library/svelte";
-import NoResultsMonkey from "./NoResultsMonkey.svelte";
-
-describe("NoResultsMonkey", () => {
-  it("renders with default message", () => {
-    render(NoResultsMonkey);
-
-    expect(screen.getByText("No results found")).toBeInTheDocument();
-  });
-
-  it("renders with custom message", () => {
-    render(NoResultsMonkey, { props: { message: "Nothing here" } });
-
-    expect(screen.getByText("Nothing here")).toBeInTheDocument();
-  });
-
-  it("renders SVG illustration", () => {
-    const { container } = render(NoResultsMonkey);
-
-    const svg = container.querySelector("svg");
-    expect(svg).toBeInTheDocument();
-  });
-
-  it("applies custom size", () => {
-    const { container } = render(NoResultsMonkey, {
-      props: { size: 200 },
-    });
-
-    const wrapper = container.querySelector(".monkey");
-    expect(wrapper).toHaveStyle("width: 200px");
-  });
-});

ui/src/components/OpportunityContextMenu.svelte

@@ -118,9 +118,9 @@
   const ACTION_LABELS: Partial<Record<WorkflowAction, string>> = {
     requestReview: "Request Review",
     reviewDecision: "Complete Review",
-    sendQuote: "Quote Sent",
+    sendQuote: "Mark Quote Sent",
     ReadyToSend: "Ready to Send",
-    resendQuote: "Quote Resent",
+    resendQuote: "Mark Quote Resent",
     confirmQuote: "Quote Confirmed",
     beginRevision: "Begin Revising",
     resurrect: "Resurrect",

ui/src/lib/optima-api/modules/companies.ts

@@ -8,12 +8,16 @@ export const company = {
       includeAddress?: boolean;
       includePrimaryContact?: boolean;
       includeAllContacts?: boolean;
+      includeAllAddresses?: boolean;
     },
   ) {
+
     const params: Record<string, string> = {};
     if (options?.includeAddress) params.includeAddress = "true";
     if (options?.includePrimaryContact) params.includePrimaryContact = "true";
     if (options?.includeAllContacts) params.includeAllContacts = "true";
+    if (options?.includeAllAddresses) params.includeAllAddresses = "true";
+
 
     const company = await api.get(`/v1/company/companies/${id}`, {
       params,
@@ -21,6 +25,8 @@ export const company = {
         Authorization: `Bearer ${accessToken}`,
       },
     });
+
+    console.log(company.data);
     return company.data;
   },
   async fetchMany(

ui/src/lib/optima-api/modules/procurement.ts

@@ -146,6 +146,19 @@ export const procurement = {
     return response.data.data.count;
   },
 
+  async fetchInventory(accessToken: string, identifier: string) {
+    const response = await api.get(
+      `/v1/procurement/items/${identifier}/inventory`,
+      {
+        params: { includeWarehouse: true },
+        headers: {
+          Authorization: `Bearer ${accessToken}`,
+        },
+      },
+    );
+    return response.data;
+  },
+
   async refreshInventory(accessToken: string, identifier: string) {
     const response = await api.post(
       `/v1/procurement/items/${identifier}/refresh-inventory`,

ui/src/lib/optima-api/modules/sales.ts

@@ -111,7 +111,9 @@ export type WorkflowAction =
   | "beginRevision"
   | "resendQuote"
   | "cancel"
-  | "reopen";
+  | "reopen"
+  | "sendBackForRevision"
+  | "createScheduleEntry";
 
 export type ReviewDecision = "approve" | "reject" | "send" | "cancel";
 
@@ -129,6 +131,11 @@ export interface WorkflowActionPayload {
   // finalize
   outcome?: "won" | "lost";
   finalize?: boolean;
+  // createScheduleEntry
+  activityTypeValue?: "Follow-Up" | "Appointment" | "Admin";
+  dueDate?: string;
+  startTime?: string;
+  endTime?: string;
 }
 
 export interface WorkflowAvailableAction {
@@ -199,12 +206,28 @@ export interface OpportunityActivity {
   closedAt?: string;
 }
 
+export interface WorkflowTimeEntry {
+  id: string;
+  cwId: number;
+  memberId?: string | null;
+  member?: { name: string; email: string | null } | null;
+  dateStart?: string | null;
+  timeStart?: string | null;
+  timeEnd?: string | null;
+  notes?: string | null;
+  actualHours?: number | null;
+  billableHours?: number | null;
+  billableFlag?: boolean | null;
+}
+
 export interface WorkflowHistoryEntry {
   activity: OpportunityActivity;
   optimaType: string;
   quoteId?: string | null;
+  parentActivityId?: number | null;
   closed?: boolean;
   closedAt?: string | null;
+  timeEntries?: WorkflowTimeEntry[];
 }
 
 export interface WorkflowHistoryResponse {
@@ -273,6 +296,24 @@ export const REOPENABLE_STATUSES: ReadonlySet<WorkflowStatusKey> = new Set([
   "Canceled",
 ]);
 
+/** Statuses where opportunity data is fully editable (frontend + backend). */
+export const EDITABLE_STATUSES: ReadonlySet<WorkflowStatusKey> = new Set([
+  "New",
+  "Active",
+]);
+
+/**
+ * Statuses where the "Add Time" button is hidden.
+ * PendingWon, PendingLost, Won, Lost, Canceled.
+ */
+export const ADD_TIME_EXCLUDED_STATUSES: ReadonlySet<WorkflowStatusKey> = new Set([
+  "PendingWon",
+  "PendingLost",
+  "Won",
+  "Lost",
+  "Canceled",
+]);
+
 /** Statuses where the quote has been confirmed (finalize is allowed) */
 export const QUOTE_CONFIRMED_STATUSES: ReadonlySet<WorkflowStatusKey> = new Set(
   ["ConfirmedQuote", "ReadyToSend", "Active", "PendingWon", "PendingLost"]
@@ -613,6 +654,9 @@ export const sales = {
   },
 
   async fetchProducts(accessToken: string, identifier: string) {
+
+    console.log("fetch prod exec check")
+
     const response = await api.get(
       `/v1/sales/opportunities/opportunity/${encodeURIComponent(
         identifier
@@ -623,6 +667,9 @@ export const sales = {
         },
       }
     );
+
+    console.log("[fetchProducts] API response:", JSON.stringify(response.data, null, 2));
+
     return response.data;
   },
 
@@ -907,6 +954,7 @@ export const sales = {
       lineItemPricing?: boolean;
       includeQuoteNarrative?: boolean;
       includeItemNarratives?: boolean;
+      separateRecurringServices?: boolean;
     }
   ) {
     const response = await api.post(
@@ -1162,4 +1210,42 @@ export const sales = {
       successful?: boolean;
     };
   },
+
+  async fetchOpenActivities(accessToken: string, identifier: string) {
+    const response = await api.get(
+      `/v1/sales/opportunities/opportunity/${encodeURIComponent(identifier)}/activities`,
+      { headers: { Authorization: `Bearer ${accessToken}` } }
+    );
+    return response.data as {
+      successful?: boolean;
+      data: {
+        activities: Array<{
+          cwActivityId: number;
+          name: string;
+          optimaType: string | null;
+          parentActivityId: number | null;
+          status: { id?: number; name?: string } | null;
+          dateStart: string | null;
+          dateEnd: string | null;
+        }>;
+      };
+    };
+  },
+
+  async addTimeToActivity(
+    accessToken: string,
+    identifier: string,
+    payload: { activityId: number; timeStarted: string; timeEnded: string; notes?: string }
+  ) {
+    const response = await api.post(
+      `/v1/sales/opportunities/opportunity/${encodeURIComponent(identifier)}/time`,
+      payload,
+      { headers: { Authorization: `Bearer ${accessToken}` } }
+    );
+    return response.data as {
+      successful?: boolean;
+      message?: string;
+      data: { cwTimeEntryId: number | null; activityId: number; activityWasClosed: boolean };
+    };
+  },
 };

ui/src/routes/+layout.svelte

@@ -60,7 +60,7 @@
   <div class="layout-container">
     <header class="header">
       <div class="header-content">
-        <h1>Project Optima</h1>
+        <img src={$theme === 'dark' ? '/tts-logo-dark.png' : '/tts-logo.png'} alt="Total Tech Solutions" class="header-logo" />
         <button
           class="theme-toggle"
           on:click={() => theme.toggle()}

ui/src/routes/api/companies/[id]/details/+server.ts

@@ -9,10 +9,13 @@ export const GET: RequestHandler = async ({ params, locals }) => {
     return json({ data: null }, { status: 401 });
   }
 
+  console.log("Here")
+
   try {
     const result = await optima.company.fetch(accessToken, params.id, {
       includeAllContacts: true,
       includeAddress: true,
+      includeAllAddresses: true,
     });
     return json({ data: result?.data ?? null });
   } catch (err) {

ui/src/routes/api/companies/[id]/details/server.spec.ts

@@ -46,6 +46,7 @@ describe("GET /api/companies/[id]/details", () => {
     expect(mockOptima.company.fetch).toHaveBeenCalledWith("tok", "123", {
       includeAllContacts: true,
       includeAddress: true,
+      includeAllAddresses: true,
     });
     expect(mockJson).toHaveBeenCalledWith({
       data: { id: "123", name: "Acme" },

ui/src/routes/companies/[id]/+page.server.ts

@@ -51,6 +51,7 @@ export const load: PageServerLoad = async ({ locals, params }) => {
         includeAddress: permissions["company.fetch.address"] === true,
         includePrimaryContact: true,
         includeAllContacts: permissions["company.fetch.contacts"] === true,
+        includeAllAddresses: permissions["company.fetch.address"] === true,
       }),
     );
 

ui/src/routes/companies/[id]/components/CompanySidebar.svelte

@@ -15,6 +15,27 @@
   export let permissions: PermissionMap;
   export let isMobile: boolean;
   export let mobileActiveTab: string | null;
+
+  // Selected site for the sites dropdown
+  let selectedSiteUid: string | null = null;
+  $: allAddresses = company?.cw_Data?.allAddresses ?? [];
+  $: activeSites = allAddresses.filter((a) => !a.inactiveFlag);
+  $: selectedSite =
+    selectedSiteUid !== null
+      ? activeSites.find((a) => a.uid === selectedSiteUid) ?? null
+      : activeSites.find((a) => a.defaultFlag) ?? activeSites[0] ?? null;
+
+  function formatSiteAddress(site: (typeof activeSites)[number]): string[] {
+    const lines: string[] = [];
+    if (site.addressLine1) lines.push(site.addressLine1);
+    if (site.addressLine2) lines.push(site.addressLine2);
+    const cityStateZip = [site.city, site.state, site.zip]
+      .filter(Boolean)
+      .join(", ");
+    if (cityStateZip) lines.push(cityStateZip);
+    if (site.country) lines.push(site.country);
+    return lines;
+  }
 </script>
 
 <div
@@ -170,7 +191,54 @@
           </div>
         {/if}
 
-        {#if permissions["company.fetch.address"] && formatAddress(company).length > 0}
+        {#if permissions["company.fetch.address"] && activeSites.length > 0}
+          <div class="info-row">
+            <svg
+              viewBox="0 0 24 24"
+              fill="none"
+              stroke="currentColor"
+              stroke-width="2"
+              class="info-icon"
+            >
+              <path d="M21 10c0 7-9 13-9 13s-9-6-9-13a9 9 0 0118 0z" />
+              <circle cx="12" cy="10" r="3" />
+            </svg>
+            <div class="info-content">
+              {#if activeSites.length > 1}
+                <select
+                  class="site-select"
+                  bind:value={selectedSiteUid}
+                  on:change={(e) => (selectedSiteUid = e.currentTarget.value)}
+                >
+                  {#each activeSites as site}
+                    <option value={site.uid}>
+                      {site.name}{site.defaultFlag ? " (Default)" : ""}
+                    </option>
+                  {/each}
+                </select>
+              {:else}
+                <span class="info-label"
+                  >{activeSites[0]?.name ?? "Address"}</span
+                >
+              {/if}
+              {#if selectedSite}
+                {@const lines = formatSiteAddress(selectedSite)}
+                {#if lines.length > 0}
+                  <span class="info-value address-multiline">
+                    {#each lines as line}
+                      {line}<br />
+                    {/each}
+                  </span>
+                {/if}
+                {#if selectedSite.phone}
+                  <span class="info-value site-phone"
+                    >{formatPhone(selectedSite.phone)}</span
+                  >
+                {/if}
+              {/if}
+            </div>
+          </div>
+        {:else if permissions["company.fetch.address"] && formatAddress(company).length > 0}
           <div class="info-row">
             <svg
               viewBox="0 0 24 24"

ui/src/routes/companies/[id]/page.server.spec.ts

@@ -85,6 +85,7 @@ describe("companies/[id] +page.server.ts load", () => {
 
     expect(mockOptima.company.fetch).toHaveBeenCalledWith("tok", "c1", {
       includeAddress: true,
+      includeAllAddresses: true,
       includePrimaryContact: true,
       includeAllContacts: true,
     });

ui/src/routes/companies/[id]/types.ts

@@ -27,6 +27,21 @@ export interface CompanyData {
       zip?: string;
       country?: string;
     };
+    allAddresses?: Array<{
+      id: number;
+      uid: string;
+      name: string;
+      description?: string | null;
+      defaultFlag: boolean;
+      inactiveFlag: boolean;
+      addressLine1?: string | null;
+      addressLine2?: string | null;
+      city?: string | null;
+      state?: string | null;
+      zip?: string | null;
+      country?: string | null;
+      phone?: string | null;
+    }>;
     primaryContact?: {
       firstName?: string;
       lastName?: string;

ui/src/routes/procurement/catalog/+page.svelte

@@ -6,6 +6,7 @@
   import NoResultsMonkey from "../../../components/NoResultsMonkey.svelte";
   import AccessDenied from "../../../components/AccessDenied.svelte";
   import Pagination from "../../../components/Pagination.svelte";
+  import InventoryPopover from "../../../components/InventoryPopover.svelte";
   import { formatDate } from "$lib/utils";
   import "../../../styles/procurement/catalog.css";
   import { clientFetch } from "$lib/client-fetch";
@@ -598,16 +599,7 @@
                   <td class="col-price">{formatCurrency(item.price)}</td>
                   <td class="col-cost">{formatCurrency(item.cost)}</td>
                   <td class="col-onhand">
-                    <span
+                    <InventoryPopover identifier={item.id} onHand={item.onHand} />
-                      class="onhand-badge"
-                      class:onhand-zero={item.onHand === 0}
-                      class:onhand-low={item.onHand != null &&
-                        item.onHand > 0 &&
-                        item.onHand <= 3}
-                      class:onhand-ok={item.onHand != null && item.onHand > 3}
-                    >
-                      {item.onHand ?? "—"}
-                    </span>
                   </td>
                   <td class="col-status">
                     <span
@@ -721,17 +713,7 @@
                 <div class="detail-field">
                   <span class="detail-label">On Hand</span>
                   <span class="detail-value">
-                    <span
+                    <InventoryPopover identifier={selectedItem.id} onHand={selectedItem.onHand} />
-                      class="onhand-badge"
-                      class:onhand-zero={selectedItem.onHand === 0}
-                      class:onhand-low={selectedItem.onHand != null &&
-                        selectedItem.onHand > 0 &&
-                        selectedItem.onHand <= 3}
-                      class:onhand-ok={selectedItem.onHand != null &&
-                        selectedItem.onHand > 3}
-                    >
-                      {selectedItem.onHand ?? "—"}
-                    </span>
                   </span>
                 </div>
               </div>
@@ -966,17 +948,7 @@
                             <div class="linked-detail-field">
                               <span class="detail-label">On Hand</span>
                               <span class="detail-value">
-                                <span
+                                <InventoryPopover identifier={li.id} onHand={li.onHand} />
-                                  class="onhand-badge"
-                                  class:onhand-zero={li.onHand === 0}
-                                  class:onhand-low={li.onHand != null &&
-                                    li.onHand > 0 &&
-                                    li.onHand <= 3}
-                                  class:onhand-ok={li.onHand != null &&
-                                    li.onHand > 3}
-                                >
-                                  {li.onHand ?? "—"}
-                                </span>
                               </span>
                             </div>
                             <div class="linked-detail-field">
@@ -1332,17 +1304,7 @@
                       <div class="link-preview-field">
                         <span class="detail-label">On Hand</span>
                         <span class="detail-value">
-                          <span
+                          <InventoryPopover identifier={linkPreviewItem.id} onHand={linkPreviewItem.onHand} />
-                            class="onhand-badge"
-                            class:onhand-zero={linkPreviewItem.onHand === 0}
-                            class:onhand-low={linkPreviewItem.onHand != null &&
-                              linkPreviewItem.onHand > 0 &&
-                              linkPreviewItem.onHand <= 3}
-                            class:onhand-ok={linkPreviewItem.onHand != null &&
-                              linkPreviewItem.onHand > 3}
-                          >
-                            {linkPreviewItem.onHand ?? "—"}
-                          </span>
                         </span>
                       </div>
                       {#if linkPreviewItem.manufacturer}