fix: add missing GeneratedQuotes columns migration

- Add Redis-backed opportunity cache with background refresh (30s interval)
- Fix concurrency bug: use lazy thunks instead of eager promises for batching
- Add withCwRetry utility with exponential backoff for transient CW errors
- Add adaptive TTL algorithms (primary, sub-resource, products) based on opportunity activity
- Add include query param on GET /sales/opportunities/:id (notes,contacts,products)
- Add opt-in CW API logger (LOG_CW_API env var) with timestamped files in cw-api-logs/
- Add debug-scripts/analyze-cw-calls.py for API call analysis
- Add computeSubResourceCacheTTL and computeProductsCacheTTL algorithms with tests
- Increase CW API timeout from 15s to 30s
- Unblock cache refresh from startup chain (remove await)
- Prioritize recently updated opportunities in refresh cycle
- Add CACHING.md documentation
- Update API_ROUTES.md with caching details and include param
- Update copilot instructions to require CACHING.md sync
- Add dev:log script for CW API call logging during development

.github/copilot-instructions.md

@@ -24,9 +24,10 @@ Keep each layer focused:
 
 ## Runtime / tooling
 
-The project runs on **Bun**. DB tooling uses **Prisma**; the generated client lives under `generated/prisma` (do NOT edit generated files). Key scripts in `package.json`:
+The project runs on **Bun** exclusively — **always use `bun` commands, never `npm`, `npx`, or `yarn`**. DB tooling uses **Prisma**; the generated client lives under `generated/prisma` (do NOT edit generated files). Test preloads are configured in `bunfig.toml` so bare `bun test` works. Key scripts in `package.json`:
 
 - `dev` — `NODE_ENV=development bun --watch src/index.ts` (start dev server with hot reload)
+- `test` — `bun test` (runs all tests with preload from `bunfig.toml`)
 - `db:gen` — `prisma generate`
 - `db:push` — `prisma migrate dev --skip-generate`
 - `utils:dev` — `docker compose -f .docker/docker-compose.yml up --build`
@@ -36,7 +37,7 @@ The project runs on **Bun**. DB tooling uses **Prisma**; the generated client li
 
 ## Data layer
 
-Prisma schema is at `prisma/schema.prisma`. The app imports the generated Prisma client from `generated/prisma/client.ts` (or `generated/prisma/browser.ts` for browser type contexts). The shared `prisma` instance is exported from `src/constants.ts`. Always run `npm run db:gen` after updating `schema.prisma`.
+Prisma schema is at `prisma/schema.prisma`. The app imports the generated Prisma client from `generated/prisma/client.ts` (or `generated/prisma/browser.ts` for browser type contexts). The shared `prisma` instance is exported from `src/constants.ts`. Always run `bun run db:gen` after updating `schema.prisma`.
 
 ## Shared constants (`src/constants.ts`)
 
@@ -174,13 +175,14 @@ The `UnifiClient` class in `src/modules/unifi-api/UnifiClient.ts` wraps all UniF
 
 ## Local dev / quick checks
 
-- Start dev server: `npm run dev`
+- Start dev server: `bun run dev`
-- Regenerate Prisma client: `npm run db:gen`
+- Run tests: `bun test`
-- Apply DB migrations locally: `npm run db:push`
+- Regenerate Prisma client: `bun run db:gen`
-- Docker dev utilities: `npm run utils:dev`
+- Apply DB migrations locally: `bun run db:push`
-- Generate private keys: `npm run utils:gen_private_keys`
+- Docker dev utilities: `bun run utils:dev`
-- Create admin role: `npm run utils:create_admin_role`
+- Generate private keys: `bun run utils:gen_private_keys`
-- Assign user role: `npm run utils:assign_user_role`
+- Create admin role: `bun run utils:create_admin_role`
+- Assign user role: `bun run utils:assign_user_role`
 
 ## When editing generated or infra files
 
@@ -196,7 +198,11 @@ Whenever you add, remove, or modify API routes or permission nodes, you **must**
 2. `PERMISSIONS.md` — human-readable documentation of all permission nodes; must strictly reflect the data in `PermissionNodes.ts`.
 3. `API_ROUTES.md` — comprehensive documentation of all API routes, including method, path, auth requirements, permissions, request/response examples.
 
-Always verify that new routes have their required permissions listed in `PermissionNodes.ts`, that `PERMISSIONS.md` tables match the TS file exactly, and that `API_ROUTES.md` includes full documentation for every mounted route. Run through all three files at the end of any route or permission change to catch discrepancies.
+Additionally, whenever you add, remove, or modify **caching logic** (TTL algorithms, cache key patterns, background refresh mechanics, retry settings, or invalidation behavior), you **must** update:
+
+4. `CACHING.md` — comprehensive documentation of the Redis-backed opportunity cache, TTL algorithms, background refresh mechanics, retry logic, and debugging tools.
+
+Always verify that new routes have their required permissions listed in `PermissionNodes.ts`, that `PERMISSIONS.md` tables match the TS file exactly, that `API_ROUTES.md` includes full documentation for every mounted route, and that `CACHING.md` accurately reflects any caching changes. Run through all relevant files at the end of any route, permission, or caching change to catch discrepancies.
 
 ---
 

.gitignore

@@ -1,6 +1,8 @@
 # Logs
 logs
 *.log
+*.jsonl
+cw-api-logs/
 npm-debug.log*
 yarn-debug.log*
 yarn-error.log*

CACHING.md

@@ -0,0 +1,348 @@
+# Caching Architecture
+
+This document describes the caching layer used in the Optima API, covering the Redis-backed opportunity cache, TTL algorithms, background refresh mechanics, retry logic, and debugging tools.
+
+---
+
+## Overview
+
+The API caches expensive ConnectWise (CW) API responses in **Redis** to reduce latency and avoid CW rate limits. The primary cache layer is the **opportunity cache** (`src/modules/cache/opportunityCache.ts`), which proactively warms data for all non-closed opportunities on a background interval.
+
+### Key design principles
+
+- **Adaptive TTLs** — cache durations are computed dynamically based on how "hot" an opportunity is (recently updated = shorter TTL = fresher data).
+- **Background refresh** — a 20-minute interval scans all open opportunities and re-fetches only expired cache keys.
+- **Bounded concurrency** — CW API calls are throttled via thunk-based batching to prevent overwhelming the upstream API.
+- **Graceful degradation** — transient CW errors (timeouts, network failures) are caught, logged, and retried on the next cycle rather than crashing the process.
+- **Priority ordering** — most recently updated opportunities are refreshed first so active deals get fresh data before stale ones.
+
+---
+
+## What is cached
+
+Each non-closed opportunity can have up to 7 cached payloads in Redis:
+
+| Cache Key Pattern                   | Data                                 | Source                                                                |
+| ----------------------------------- | ------------------------------------ | --------------------------------------------------------------------- |
+| `opp:cw-data:{cwOpportunityId}`     | Raw CW opportunity response          | `GET /sales/opportunities/:id`                                        |
+| `opp:activities:{cwOpportunityId}`  | CW activities array                  | `GET /sales/activities?conditions=opportunity/id=:id`                 |
+| `opp:notes:{cwOpportunityId}`       | CW notes array                       | `GET /sales/opportunities/:id/notes`                                  |
+| `opp:contacts:{cwOpportunityId}`    | CW contacts array                    | `GET /sales/opportunities/:id/contacts`                               |
+| `opp:products:{cwOpportunityId}`    | Forecast + procurement products blob | `GET /sales/opportunities/:id/forecast` + `GET /procurement/products` |
+| `opp:company-cw:{cw_CompanyId}`     | Hydrated company + contacts blob     | `GET /company/companies/:id` + contacts endpoints                     |
+| `opp:site:{cwCompanyId}:{cwSiteId}` | Company site data                    | `GET /company/companies/:id/sites/:siteId`                            |
+
+Inventory-adjustment-driven catalog sync adds a targeted product cache:
+
+| Cache Key Pattern        | Data                                                       | Source                                                                                       |
+| ------------------------ | ---------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
+| `catalog:item:cw:{cwId}` | Full CW catalog item + computed `onHand` + DB row snapshot | `GET /procurement/adjustments` + `GET /procurement/catalog/:id` + catalog inventory endpoint |
+
+---
+
+## TTL Algorithms
+
+Three algorithms compute cache TTLs. All share the same input signals:
+
+- `closedFlag` — whether the opportunity is closed
+- `closedDate` — when it was closed
+- `expectedCloseDate` — projected close date (forward-looking signal)
+- `lastUpdated` — last CW modification date (backward-looking signal)
+
+### Primary TTL (`computeCacheTTL`)
+
+**File:** `src/modules/algorithms/computeCacheTTL.ts`
+
+Used for: opportunity CW data, activities, company CW data.
+
+| #   | Condition                                               | TTL        | Human        |
+| --- | ------------------------------------------------------- | ---------- | ------------ |
+| 1a  | Closed > 30 days ago                                    | `null`     | Do not cache |
+| 1b  | Closed within 30 days                                   | 900,000 ms | 15 minutes   |
+| 2   | `expectedCloseDate` or `lastUpdated` within **5 days**  | 30,000 ms  | 30 seconds   |
+| 3   | `expectedCloseDate` or `lastUpdated` within **14 days** | 60,000 ms  | 60 seconds   |
+| 4   | Everything else                                         | 900,000 ms | 15 minutes   |
+
+Rules are evaluated top-to-bottom; first match wins.
+
+### Sub-Resource TTL (`computeSubResourceCacheTTL`)
+
+**File:** `src/modules/algorithms/computeSubResourceCacheTTL.ts`
+
+Used for: notes, contacts.
+
+| #   | Condition             | TTL        | Human        |
+| --- | --------------------- | ---------- | ------------ |
+| 1a  | Closed > 30 days ago  | `null`     | Do not cache |
+| 1b  | Closed within 30 days | 300,000 ms | 5 minutes    |
+| 2   | Within **5 days**     | 60,000 ms  | 60 seconds   |
+| 3   | Within **14 days**    | 120,000 ms | 2 minutes    |
+| 4   | Everything else       | 300,000 ms | 5 minutes    |
+
+### Products TTL (`computeProductsCacheTTL`)
+
+**File:** `src/modules/algorithms/computeProductsCacheTTL.ts`
+
+Used for: forecast + procurement products.
+
+| #   | Condition                                   | TTL          | Human      |
+| --- | ------------------------------------------- | ------------ | ---------- |
+| 1   | Status is Won/Lost/Pending Won/Pending Lost | `null`       | No cache   |
+| 2   | Main cache TTL is `null`                    | `null`       | No cache   |
+| 3   | `lastUpdated` within **3 days**             | 15,000 ms    | 15 seconds |
+| 4   | Everything else                             | 1,200,000 ms | 20 minutes |
+
+Products on terminal-status opportunities are never proactively cached. Non-hot products use a **lazy on-demand** cache — they're fetched when requested and cached for 20 minutes.
+
+### Site TTL
+
+Sites use a fixed TTL of **20 minutes** (1,200,000 ms). Site/address data rarely changes. Sites are **not** proactively warmed by the background refresh — they are populated lazily on the first detail-view request.
+
+---
+
+## Background Refresh
+
+**Function:** `refreshOpportunityCache()` in `src/modules/cache/opportunityCache.ts`
+
+**Interval:** Every 20 minutes, triggered from `src/index.ts`.
+
+### Refresh cycle
+
+1. **Query DB** — fetch all non-closed opportunities + recently closed (within 30 days), ordered by `cwLastUpdated DESC` (most recently active first).
+2. **Batch EXISTS check** — use a single Redis pipeline to check which cache keys already exist (5 EXISTS commands per opportunity: oppCwData, activities, notes, contacts, products).
+3. **Build thunk list** — for each opportunity with missing keys, push a **thunk** (lazy function) into the task list. No HTTP requests fire at this point.
+4. **Execute with bounded concurrency** — process thunks in batches of `CONCURRENCY` (currently **6**), with a `BATCH_DELAY_MS` (currently **250ms**) pause between batches. Each thunk is only invoked inside the batch loop.
+5. **Emit events** — `cache:opportunities:refresh:started` and `cache:opportunities:refresh:completed` events are emitted for the event debugger.
+
+### Inventory-adjustment listener cycle
+
+**Function:** `listenInventoryAdjustments()` in `src/modules/cw-utils/procurement/listenInventoryAdjustments.ts`
+
+**Interval:** Every 60 seconds, triggered from `src/index.ts`.
+
+1. Fetch `GET /procurement/adjustments?pageSize=1000`.
+2. Build a normalized snapshot of tracked inventory rows (`cwCatalogId`, `onHand`, `inventory`) per adjustment.
+3. Compare to previous snapshot; extract only changed product IDs.
+4. For each changed product ID, fetch fresh CW catalog item + current on-hand.
+5. Upsert `CatalogItem` in Postgres and write Redis key `catalog:item:cw:{cwId}` with a 20-minute TTL.
+
+Guardrails to prevent request storms:
+
+- Diffing is computed at **product state** level (grouped by `cwCatalogId`), not raw adjustment-row churn.
+- Per-cycle syncs are capped (`CW_ADJUSTMENT_SYNC_MAX_PER_CYCLE`, default `50`).
+- Product resync cooldown is enforced (`CW_ADJUSTMENT_SYNC_COOLDOWN_MS`, default `600000` ms / 10 min).
+
+This avoids full-catalog sweeps for small inventory movements and updates only the products implicated by adjustments.
+
+### Full procurement catalog refresh
+
+**Function:** `refreshCatalog()` in `src/modules/cw-utils/procurement/refreshCatalog.ts`
+
+**Interval:** Every 30 minutes, triggered from `src/index.ts`.
+
+The full catalog cache/DB sync uses the same slow-parallel thunk strategy as opportunity cache refreshes:
+
+- Build arrays of thunk tasks (`() => Promise<void>`) for CW item fetches, inventory fetches, and DB upserts.
+- Execute with bounded concurrency (`CONCURRENCY=6`).
+- Pause between batches (`BATCH_DELAY_MS=250`) to avoid CW burst pressure.
+- Log task failures and retry naturally on the next cycle.
+
+This keeps full-catalog refresh conservative while inventory-adjustment listener handles near-real-time targeted updates.
+
+### Full inventory sweep fallback
+
+`refreshInventory()` remains as a safety net but is intentionally infrequent:
+
+- Runs every **6 hours** from `src/index.ts` (no startup-time full sweep).
+- Uses the same slow-parallel pattern (`CONCURRENCY=6`, `BATCH_DELAY_MS=250`) to avoid burst traffic.
+
+Most on-hand freshness now comes from the 60-second adjustment listener plus 30-minute full catalog refresh.
+
+### Concurrency control
+
+The thunk pattern is critical. Previously, tasks were pushed as already-executing promises (`refreshTasks.push(fetchAndCache(...))`), which meant all HTTP requests fired simultaneously regardless of the batching loop. The fix was changing the array type from `Promise<void>[]` to `(() => Promise<void>)[]` so requests only start when explicitly invoked: `batch.map((fn) => fn())`.
+
+### Current tuning
+
+| Parameter        | Value      | Effect                                     |
+| ---------------- | ---------- | ------------------------------------------ |
+| `CONCURRENCY`    | 6          | Max simultaneous CW API requests per batch |
+| `BATCH_DELAY_MS` | 250        | Milliseconds between batches               |
+| Refresh interval | 20 minutes | How often the full sweep runs              |
+
+At these settings, a full sweep of ~500 expired keys completes in ~1-2 minutes with zero CW errors and ~230ms median latency.
+
+---
+
+## Retry Logic (`withCwRetry`)
+
+**File:** `src/modules/cw-utils/withCwRetry.ts`
+
+Wraps CW API calls with exponential backoff retry on transient errors.
+
+### Retryable errors
+
+- `ECONNABORTED` (timeout)
+- `ECONNRESET`
+- `ETIMEDOUT`
+- `ECONNREFUSED`
+- `ERR_NETWORK`
+- `ENETUNREACH`
+- HTTP 5xx server errors
+
+### Default configuration
+
+| Parameter     | Default | Description                                                 |
+| ------------- | ------- | ----------------------------------------------------------- |
+| `maxAttempts` | 3       | Total attempts including the first                          |
+| `baseDelayMs` | 1,000   | Delay before first retry (doubles each retry: 1s → 2s → 4s) |
+| `label`       | —       | Optional tag for log messages                               |
+
+### Usage
+
+```ts
+import { withCwRetry } from "./withCwRetry";
+
+const response = await withCwRetry(
+  () => connectWiseApi.get(`/company/companies/${id}`),
+  { label: `fetchCompany#${id}`, maxAttempts: 3, baseDelayMs: 1_500 },
+);
+```
+
+Non-transient errors (404, 400, etc.) are re-thrown immediately without retry.
+
+---
+
+## CW API Logger
+
+**File:** `src/modules/cw-utils/cwApiLogger.ts`
+
+Axios interceptor that logs every CW API call to a JSONL file. Logging is **opt-in** — set the `LOG_CW_API` environment variable to enable it. Each process start creates a new timestamped file in the `cw-api-logs/` directory (e.g., `cw-api-logs/2026-03-02T14-30-05.123Z.jsonl`).
+
+### Enabling logging
+
+```bash
+# Via the dev:log shorthand script
+bun run dev:log
+
+# Or manually with any command
+LOG_CW_API=1 bun run dev
+```
+
+### Log entry fields
+
+| Field        | Type              | Description                         |
+| ------------ | ----------------- | ----------------------------------- |
+| `timestamp`  | string (ISO-8601) | When the request completed          |
+| `method`     | string            | HTTP method                         |
+| `url`        | string            | Request URL (relative or absolute)  |
+| `baseURL`    | string            | Axios baseURL                       |
+| `status`     | number \| null    | HTTP status (null on network error) |
+| `durationMs` | number            | Wall-clock time in milliseconds     |
+| `error`      | string \| null    | Error code + message, if any        |
+| `timeout`    | number            | Configured timeout in ms            |
+
+### Analysis
+
+Run the analyzer script to analyze the most recent log file:
+
+```bash
+bun run utils:analyze_cw
+```
+
+Or specify a particular file:
+
+```bash
+python3 debug-scripts/analyze-cw-calls.py cw-api-logs/2026-03-02T14-30-05.123Z.jsonl
+```
+
+This executes `debug-scripts/analyze-cw-calls.py` which produces:
+
+- Overview (total calls, error rate, time span)
+- Duration statistics (min, max, mean, p50, p90, p95, p99, distribution histogram)
+- Error breakdown by type and endpoint
+- Top 20 slowest calls
+- Per-endpoint stats (count, errors, mean, p50, p95, max, total time)
+- Timeline (per-minute throughput and errors)
+- Concurrency hotspot detection
+- Summary with recommendations
+
+To clear all logs:
+
+```bash
+rm -rf cw-api-logs/
+```
+
+---
+
+## Cache Invalidation
+
+Mutation endpoints invalidate the relevant cache keys so the next read fetches fresh data from CW:
+
+| Mutation                       | Cache invalidated                                                |
+| ------------------------------ | ---------------------------------------------------------------- |
+| Create/update/delete note      | `opp:notes:{cwOpportunityId}` via `invalidateNotesCache()`       |
+| Create/update/delete contact   | `opp:contacts:{cwOpportunityId}` via `invalidateContactsCache()` |
+| Add/update/resequence products | `opp:products:{cwOpportunityId}` via `invalidateProductsCache()` |
+| Refresh opportunity            | All keys for that opportunity (via re-fetch)                     |
+
+---
+
+## ConnectWise API Configuration
+
+The shared Axios instance (`connectWiseApi`) is configured in `src/constants.ts`:
+
+| Setting   | Value                                                | Purpose                        |
+| --------- | ---------------------------------------------------- | ------------------------------ |
+| `baseURL` | `https://ttscw.totaltech.net/v4_6_release/apis/3.0/` | CW API base                    |
+| `timeout` | 30,000 ms (30s)                                      | Per-request timeout            |
+| Logger    | `attachCwApiLogger()`                                | Writes to `cw-api-calls.jsonl` |
+
+---
+
+## Architecture diagram
+
+```
+src/index.ts
+  │
+  ├─ setInterval(refreshOpportunityCache, 20m)
+  │
+  └─► src/modules/cache/opportunityCache.ts
+        │
+        ├─ prisma.opportunity.findMany(orderBy: cwLastUpdated DESC)
+        ├─ redis.pipeline().exists(...)  ← batch key check
+        │
+        ├─ Build thunk list (lazy functions)
+        │
+        └─ Execute thunks with CONCURRENCY=6, DELAY=250ms
+             │
+             ├─► fetchAndCacheOppCwData()      ─► opportunityCw.fetch()
+             ├─► fetchAndCacheActivities()     ─► activityCw.fetchByOpportunityDirect()
+             ├─► fetchAndCacheNotes()          ─► opportunityCw.fetchNotes()
+             ├─► fetchAndCacheContacts()       ─► opportunityCw.fetchContacts()
+             ├─► fetchAndCacheProducts()       ─► opportunityCw.fetchProducts() + fetchProcurementProducts()
+             ├─► fetchAndCacheCompanyCwData()  ─► fetchCwCompanyById() + contacts
+             └─► fetchAndCacheSite()           ─► fetchCompanySite() (lazy only)
+                   │
+                   └─► connectWiseApi.get(...)  ← withCwRetry + cwApiLogger interceptors
+                         │
+                         └─► Redis SET with computed TTL
+```
+
+---
+
+## File reference
+
+| File                                                             | Purpose                                                       |
+| ---------------------------------------------------------------- | ------------------------------------------------------------- |
+| `src/modules/cache/opportunityCache.ts`                          | Cache read/write helpers, background refresh logic            |
+| `src/modules/algorithms/computeCacheTTL.ts`                      | Primary adaptive TTL algorithm                                |
+| `src/modules/algorithms/computeSubResourceCacheTTL.ts`           | Sub-resource (notes, contacts) TTL algorithm                  |
+| `src/modules/algorithms/computeProductsCacheTTL.ts`              | Products TTL algorithm                                        |
+| `src/modules/cw-utils/withCwRetry.ts`                            | Retry wrapper with exponential backoff                        |
+| `src/modules/cw-utils/cwApiLogger.ts`                            | Axios interceptor for JSONL call logging                      |
+| `src/modules/cw-utils/fetchCompany.ts`                           | Company fetch with retry                                      |
+| `src/modules/cw-utils/procurement/listenInventoryAdjustments.ts` | Adjustment listener for targeted catalog-item cache + DB sync |
+| `src/constants.ts`                                               | CW Axios instance config (timeout, logger)                    |
+| `src/index.ts`                                                   | Refresh interval registration                                 |
+| `debug-scripts/analyze-cw-calls.py`                              | CW API call analysis script                                   |

Opportunity Activity.md

@@ -0,0 +1,148 @@
+setInternalReview - The quote is ready to be review before it is ready to be sent.
+setInternalApproved - The quote has been approved and is ready to be sent out.
+setQuoteSent - The Quote has been sent to the customer.
+setQuoteConfirmed - The quote has been recieved by the customer.
+setRevisionNeeded - The quote needs to be revised and is set to stage revision
+setFinalized - This locks any non-admins from modifying the quote saying that is the final iteration of the quote.
+convert - This converts the quote to a ticket. It will also update all the necessary fields.
+
+addTime(activityId, user: string)
+
+fetchProducts
+updateProduct
+addProduct
+
+fetchNotes
+addNotes(note: string, user: string)
+
+# Cat/SubCat/Bucket
+
+## Ecosystems vs Categories
+
+## Ecosystem Tree
+
+- Networking
+  - Manufacturer: Ubiquiti
+    - Category: Technology
+    - Subcategory: Network-\*
+  - Manufacturer: TP-Link
+    - Category: Technology
+    - Subcategory: Network-\*
+- Video Surveillance
+  - Manufacturer: Uniview
+    - Category: Field
+    - Subcategory: Surveillance-\*
+  - Manufacturer: Hikvision
+    - Category: Field
+    - Subcategory: Surveillance-\*
+  - Manufacturer: Alarm.com
+    - Category: Field
+    - Subcategory: Surveillance-\*
+- Burg/Alarm
+  - Manufacturer: Qolsys
+    - Category: Field
+    - Subcategory: AlarmBurg-\*
+  - DSC
+    - Category: Field
+    - Subcategory: AlarmBurg-\*
+
+## Category Tree
+
+- Technology
+  - GeneralEquip
+  - Home Entertainment
+  - Monitor
+  - Printers
+  - Storage
+  - Network
+    - Network-Other
+    - Network-Router
+    - Network-Switch
+    - Network-Wireless
+  - Computer
+    - Computer-Components
+    - Computer-Desktop
+    - Computer-Laptop
+  - Recurring
+    - Recurring - Online
+    - Recurring - Other
+    - Recurring - Protection
+    - Recurring - Telephone
+  - Telephone
+    - Tele-HSet-Digital
+    - Tele-HSet-IP
+    - Tele-HSet-SLT
+    - Tele-Misc
+    - Tele-Paging
+    - Tele-SystemCards
+    - Tele-Systems
+- General
+  - Batteries
+  - Battery Backups
+  - BulkWire
+  - Cables
+    - Cables-Adapters
+    - Cables-HDMI
+    - Cables-Network
+    - Cables-Other
+    - Cables-USB
+    - Cables-VGA
+  - Elec Cords & Adapters
+  - Enclosures
+  - PowerSupply
+  - RackEquip
+    - RackEquip-Rack
+    - RackEquip-Shelves
+- Field
+  - Conduit
+  - Electric
+  - GateControl
+  - Locksets
+  - Other
+  - Relays
+  - AccessControl
+    - AccessControl-Controllers
+    - AccessControl-Credential
+    - AccessControl-LockDevices
+    - AccessControl-Other
+    - AccessControl-Readers
+    - AccessControl-VideoEntry
+  - AlarmBurg
+    - AlarmBurg-Communicators
+    - AlarmBurg-Keypads
+    - AlarmBurg-Modules
+    - AlarmBurg-Other
+    - AlarmBurg-Panels
+    - AlarmBurg-Sensors
+      - AlarmBurg-Sensors-Wireless
+      - AlarmBurg-Sensors-Wired
+    - AlarmBurg-Siren
+  - AlarmFire
+    - AlarmFire-Communicators
+    - AlarmFire-Devices
+    - AlarmFire-Modules
+    - AlarmFire-Other
+    - AlarmFire-Panels
+    - AlarmFire-Sensors
+  - Automation
+    - Automation-General
+    - Automation-HVAC
+    - Automation-Lights
+    - Automation-Locks
+    - Automation-Thermostat
+  - AV
+    - AV-Adapters&Cables
+    - AV-Components
+    - AV-Mounts
+    - AV-Other
+    - AV-Speakers
+    - AV-Television
+  - StrCbl?
+    - StrCbl-Jacks
+    - StrCbl-PatchPanel
+    - StrCbl-Plates
+  - Surveillance
+    - Surveillance-Accs
+    - Surveillance-CamerasAnalog
+    - Surveillance-CamerasIP
+    - Surveillance-NVR

PERMISSIONS.md

@@ -118,21 +118,70 @@ Admin-specific UI permissions that control visibility and data loading for admin
 ### Procurement Permissions
 
 | Permission Node                         | Description                                                                  | Used In                                                                                                                                                                                                                                                                    | Dependencies                |
-| --------------------------------------- | ------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------- |
+| --------------------------------------- | ---------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------- |
 | `procurement.catalog.fetch`             | Fetch a single catalog item                                                  | [src/api/procurement/[id]/fetch.ts](src/api/procurement/[id]/fetch.ts)                                                                                                                                                                                                     |                             |
-| `procurement.catalog.fetch.many`        | Fetch multiple catalog items or count                         | [src/api/procurement/fetchAll.ts](src/api/procurement/fetchAll.ts), [src/api/procurement/count.ts](src/api/procurement/count.ts)               |                             |
+| `procurement.catalog.fetch.many`        | Fetch multiple catalog items, count, categories/ecosystems, or filter values | [src/api/procurement/fetchAll.ts](src/api/procurement/fetchAll.ts), [src/api/procurement/count.ts](src/api/procurement/count.ts), [src/api/procurement/categories.ts](src/api/procurement/categories.ts), [src/api/procurement/filters.ts](src/api/procurement/filters.ts) |                             |
 | `procurement.catalog.inventory.refresh` | Refresh on-hand inventory for a catalog item from ConnectWise                | [src/api/procurement/[id]/refreshInventory.ts](src/api/procurement/[id]/refreshInventory.ts)                                                                                                                                                                               | `procurement.catalog.fetch` |
 | `procurement.catalog.link`              | Link or unlink catalog items to each other                                   | [src/api/procurement/[id]/link.ts](src/api/procurement/[id]/link.ts), [src/api/procurement/[id]/unlink.ts](src/api/procurement/[id]/unlink.ts)                                                                                                                             | `procurement.catalog.fetch` |
 
-### Sales Permissions
+### ConnectWise Callback Routes
 
-Permissions for accessing and managing sales opportunities. Opportunities are synced from ConnectWise and stored locally; sub-resources (forecasts, notes, contacts) are fetched live from CW.
+`POST /v1/cw/callback/:secret/:resource` is intentionally unauthenticated for inbound ConnectWise callbacks and does **not** require a permission node.
 
 | Permission Node | Description                                                                     | Used In                                          | Dependencies |
-| ------------------------------ | -------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------- |
+| --------------- | ------------------------------------------------------------------------------- | ------------------------------------------------ | ------------ |
-| `sales.opportunity.fetch`      | Fetch a single opportunity and its CW sub-resources (forecasts, notes, contacts) | [src/api/sales/[id]/fetch.ts](src/api/sales/[id]/fetch.ts), [src/api/sales/[id]/forecasts.ts](src/api/sales/[id]/forecasts.ts), [src/api/sales/[id]/notes.ts](src/api/sales/[id]/notes.ts), [src/api/sales/[id]/contacts.ts](src/api/sales/[id]/contacts.ts) |                           |
+| _None_          | Inbound callback route; secured operationally (network controls / source trust) | [src/api/cw/callback.ts](src/api/cw/callback.ts) | N/A          |
-| `sales.opportunity.fetch.many` | Fetch multiple opportunities (paginated/searchable) or get opportunity count     | [src/api/sales/fetchAll.ts](src/api/sales/fetchAll.ts), [src/api/sales/count.ts](src/api/sales/count.ts)                                                                                                                                                     |                           |
+
-| `sales.opportunity.refresh`    | Refresh a single opportunity's local data from ConnectWise                       | [src/api/sales/[id]/refresh.ts](src/api/sales/[id]/refresh.ts)                                                                                                                                                                                               | `sales.opportunity.fetch` |
+### Sales Permissions
+
+Permissions for accessing and managing sales opportunities. Opportunities are synced from ConnectWise and stored locally; sub-resources (products, notes, contacts) are fetched live from CW.
+
+**WebSocket note:** The `/secure` socket event chain `opp:live_quote_preview` and `opp:live_quote_preview:<id>:data` is gated by `sales.opportunity.fetch`.
+
+| Permission Node                              | Description                                                                                                                            | Used In                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | Dependencies              |
+| -------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------- |
+| `sales.opportunity.fetch`                    | Fetch a single opportunity and its CW sub-resources (products, notes, contacts)                                                        | [src/api/sales/opportunities/[id]/fetch.ts](src/api/sales/opportunities/[id]/fetch.ts), [src/api/sales/opportunities/[id]/products/fetchAll.ts](src/api/sales/opportunities/[id]/products/fetchAll.ts), [src/api/sales/opportunities/[id]/notes/fetchAll.ts](src/api/sales/opportunities/[id]/notes/fetchAll.ts), [src/api/sales/opportunities/[id]/notes/fetch.ts](src/api/sales/opportunities/[id]/notes/fetch.ts), [src/api/sales/opportunities/[id]/contacts/fetchAll.ts](src/api/sales/opportunities/[id]/contacts/fetchAll.ts), [src/api/sockets/events/liveQuotePreview.ts](src/api/sockets/events/liveQuotePreview.ts) |                           |
+| `sales.opportunity.fetch.many`               | Fetch multiple opportunities (paginated/searchable), count, or opportunity types                                                       | [src/api/sales/opportunities/fetchAll.ts](src/api/sales/opportunities/fetchAll.ts), [src/api/sales/opportunities/count.ts](src/api/sales/opportunities/count.ts), [src/api/sales/opportunities/fetchTypes.ts](src/api/sales/opportunities/fetchTypes.ts)                                                                                                                                                                                                                                                                                                                                                                       |                           |
+| `sales.opportunity.refresh`                  | Refresh a single opportunity's local data from ConnectWise                                                                             | [src/api/sales/opportunities/[id]/refresh.ts](src/api/sales/opportunities/[id]/refresh.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | `sales.opportunity.fetch` |
+| `sales.opportunity.note.create`              | Create a new note on an opportunity                                                                                                    | [src/api/sales/opportunities/[id]/notes/create.ts](src/api/sales/opportunities/[id]/notes/create.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           | `sales.opportunity.fetch` |
+| `sales.opportunity.note.update`              | Update an existing note on an opportunity                                                                                              | [src/api/sales/opportunities/[id]/notes/update.ts](src/api/sales/opportunities/[id]/notes/update.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           | `sales.opportunity.fetch` |
+| `sales.opportunity.note.delete`              | Delete a note from an opportunity                                                                                                      | [src/api/sales/opportunities/[id]/notes/delete.ts](src/api/sales/opportunities/[id]/notes/delete.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           | `sales.opportunity.fetch` |
+| `sales.opportunity.product.update`           | Update products (forecast items) on an opportunity, including resequencing                                                             | [src/api/sales/opportunities/[id]/products/resequence.ts](src/api/sales/opportunities/[id]/products/resequence.ts), [src/api/sales/opportunities/[id]/products/update.ts](src/api/sales/opportunities/[id]/products/update.ts), [src/api/sales/opportunities/[id]/products/cancel.ts](src/api/sales/opportunities/[id]/products/cancel.ts)                                                                                                                                                                                                                                                                                     | `sales.opportunity.fetch` |
+| `sales.opportunity.product.add`              | Add a new product (forecast item) to an opportunity. Individual fields gated by `sales.opportunity.product.field.<field>` permissions. | [src/api/sales/opportunities/[id]/products/add.ts](src/api/sales/opportunities/[id]/products/add.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           | `sales.opportunity.fetch` |
+| `sales.opportunity.product.add.specialOrder` | Add one or more "SPECIAL ORDER" products via the dedicated special-order route.                                                        | [src/api/sales/opportunities/[id]/products/addSpecialOrder.ts](src/api/sales/opportunities/[id]/products/addSpecialOrder.ts)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   | `sales.opportunity.fetch` |
+| `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.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` |
+
+<details>
+<summary><strong>Field-level permissions for <code>sales.opportunity.product.add</code></strong></summary>
+
+Each submitted field is gated by a `sales.opportunity.product.field.<field>` permission node. Only fields the user has permission for are forwarded to ConnectWise.
+
+| Field Permission Node                                 | Description                                              |
+| ----------------------------------------------------- | -------------------------------------------------------- |
+| `sales.opportunity.product.field.catalogItem`         | Set the catalog item reference                           |
+| `sales.opportunity.product.field.forecastDescription` | Set the forecast description                             |
+| `sales.opportunity.product.field.productDescription`  | Set the product description                              |
+| `sales.opportunity.product.field.quantity`            | Set the quantity                                         |
+| `sales.opportunity.product.field.status`              | Set the status reference                                 |
+| `sales.opportunity.product.field.productClass`        | Set the product class (e.g. Product, Service, Agreement) |
+| `sales.opportunity.product.field.forecastType`        | Set the forecast type                                    |
+| `sales.opportunity.product.field.revenue`             | Set the revenue amount                                   |
+| `sales.opportunity.product.field.cost`                | Set the cost amount                                      |
+| `sales.opportunity.product.field.includeFlag`         | Set the include flag                                     |
+| `sales.opportunity.product.field.linkFlag`            | Set the link flag                                        |
+| `sales.opportunity.product.field.recurringFlag`       | Set the recurring flag                                   |
+| `sales.opportunity.product.field.taxableFlag`         | Set the taxable flag                                     |
+| `sales.opportunity.product.field.recurringRevenue`    | Set the recurring revenue amount                         |
+| `sales.opportunity.product.field.recurringCost`       | Set the recurring cost amount                            |
+| `sales.opportunity.product.field.cycles`              | Set the number of recurring cycles                       |
+| `sales.opportunity.product.field.sequenceNumber`      | Set the sequence number (display order)                  |
+
+</details>
 
 ### UniFi Permissions
 
@@ -171,6 +220,178 @@ The WiFi fetch route uses `processObjectValuePerms` to filter each WLAN object o
 | `unifi.site.wifi.ppsk` | View private pre-shared keys (PPSKs) for a specific WiFi network | [src/api/unifi/site/wifi/ppskFetchAll.ts](src/api/unifi/site/wifi/ppskFetchAll.ts), [src/api/unifi/site/wifi/ppskCreate.ts](src/api/unifi/site/wifi/ppskCreate.ts) | `unifi.access`, `unifi.site.wifi` |
 | `unifi.site.wifi.ppsk.create` | Create a private pre-shared key on a specific WiFi network | [src/api/unifi/site/wifi/ppskCreate.ts](src/api/unifi/site/wifi/ppskCreate.ts) | `unifi.access`, `unifi.site.wifi`, `unifi.site.wifi.ppsk` |
 
+---
+
+## Object Type Permissions (Field-Level Gating)
+
+All fetch and fetchAll routes gate response object keys using `processObjectValuePerms`. For each object type, only fields whose corresponding `<scope>.<field>` permission the user holds are included in the response. Grant `<scope>.*` to allow all fields on that object type.
+
+### Company (`obj.company`)
+
+| Field Permission            | Description                               |
+| --------------------------- | ----------------------------------------- |
+| `obj.company.id`            | View company ID                           |
+| `obj.company.name`          | View company name                         |
+| `obj.company.cw_Identifier` | View ConnectWise identifier               |
+| `obj.company.cw_CompanyId`  | View ConnectWise company ID               |
+| `obj.company.cw_Data`       | View ConnectWise data (address, contacts) |
+| `obj.company.createdAt`     | View creation timestamp                   |
+| `obj.company.updatedAt`     | View last-updated timestamp               |
+
+**Used in:** [src/api/companies/[id]/fetch.ts](src/api/companies/[id]/fetch.ts), [src/api/companies/fetchAll.ts](src/api/companies/fetchAll.ts)
+
+### Credential (`obj.credential`)
+
+| Field Permission                   | Description                   |
+| ---------------------------------- | ----------------------------- |
+| `obj.credential.id`                | View credential ID            |
+| `obj.credential.name`              | View credential name          |
+| `obj.credential.notes`             | View credential notes         |
+| `obj.credential.typeId`            | View credential type ID       |
+| `obj.credential.companyId`         | View linked company ID        |
+| `obj.credential.subCredentialOfId` | View parent credential ID     |
+| `obj.credential.fields`            | View credential field values  |
+| `obj.credential.type`              | View credential type object   |
+| `obj.credential.company`           | View linked company object    |
+| `obj.credential.subCredentials`    | View sub-credentials array    |
+| `obj.credential.secureFieldIds`    | View secure field identifiers |
+| `obj.credential.createdAt`         | View creation timestamp       |
+| `obj.credential.updatedAt`         | View last-updated timestamp   |
+
+**Used in:** [src/api/credentials/fetch.ts](src/api/credentials/fetch.ts), [src/api/credentials/fetchByCompany.ts](src/api/credentials/fetchByCompany.ts), [src/api/credentials/fetchSubCredentials.ts](src/api/credentials/fetchSubCredentials.ts), [src/api/credential-types/fetchCredentials.ts](src/api/credential-types/fetchCredentials.ts)
+
+### Credential Type (`obj.credentialType`)
+
+| Field Permission                     | Description                               |
+| ------------------------------------ | ----------------------------------------- |
+| `obj.credentialType.id`              | View credential type ID                   |
+| `obj.credentialType.name`            | View credential type name                 |
+| `obj.credentialType.permissionScope` | View permission scope                     |
+| `obj.credentialType.icon`            | View icon                                 |
+| `obj.credentialType.fields`          | View field definitions                    |
+| `obj.credentialType.credentialCount` | View count of credentials using this type |
+| `obj.credentialType.createdAt`       | View creation timestamp                   |
+| `obj.credentialType.updatedAt`       | View last-updated timestamp               |
+
+**Used in:** [src/api/credential-types/fetch.ts](src/api/credential-types/fetch.ts), [src/api/credential-types/fetchAll.ts](src/api/credential-types/fetchAll.ts)
+
+### User (`obj.user`)
+
+| Field Permission       | Description                      |
+| ---------------------- | -------------------------------- |
+| `obj.user.id`          | View user ID                     |
+| `obj.user.name`        | View user display name           |
+| `obj.user.roles`       | View assigned role monikers      |
+| `obj.user.permissions` | View aggregated permission nodes |
+| `obj.user.login`       | View login identifier            |
+| `obj.user.email`       | View email address               |
+| `obj.user.image`       | View profile image URL           |
+| `obj.user.createdAt`   | View creation timestamp          |
+| `obj.user.updatedAt`   | View last-updated timestamp      |
+
+**Used in:** [src/api/user/@me/fetch.ts](src/api/user/@me/fetch.ts), [src/api/user/fetch.ts](src/api/user/fetch.ts), [src/api/user/fetchAll.ts](src/api/user/fetchAll.ts), [src/api/roles/getUsers.ts](src/api/roles/getUsers.ts)
+
+### Role (`obj.role`)
+
+| Field Permission       | Description                      |
+| ---------------------- | -------------------------------- |
+| `obj.role.id`          | View role ID                     |
+| `obj.role.title`       | View role title                  |
+| `obj.role.moniker`     | View role moniker                |
+| `obj.role.permissions` | View role permission nodes       |
+| `obj.role.users`       | View users assigned to this role |
+| `obj.role.createdAt`   | View creation timestamp          |
+| `obj.role.updatedAt`   | View last-updated timestamp      |
+
+**Used in:** [src/api/roles/fetch.ts](src/api/roles/fetch.ts), [src/api/roles/fetchAll.ts](src/api/roles/fetchAll.ts), [src/api/user/fetchRoles.ts](src/api/user/fetchRoles.ts)
+
+### Catalog Item (`obj.catalogItem`)
+
+| Field Permission                      | Description                      |
+| ------------------------------------- | -------------------------------- |
+| `obj.catalogItem.id`                  | View catalog item ID             |
+| `obj.catalogItem.cwCatalogId`         | View ConnectWise catalog ID      |
+| `obj.catalogItem.identifier`          | View item identifier             |
+| `obj.catalogItem.name`                | View item name                   |
+| `obj.catalogItem.description`         | View description                 |
+| `obj.catalogItem.customerDescription` | View customer-facing description |
+| `obj.catalogItem.internalNotes`       | View internal notes              |
+| `obj.catalogItem.manufacturer`        | View manufacturer name           |
+| `obj.catalogItem.manufactureCwId`     | View manufacturer ConnectWise ID |
+| `obj.catalogItem.partNumber`          | View part number                 |
+| `obj.catalogItem.vendorName`          | View vendor name                 |
+| `obj.catalogItem.vendorSku`           | View vendor SKU                  |
+| `obj.catalogItem.vendorCwId`          | View vendor ConnectWise ID       |
+| `obj.catalogItem.price`               | View price                       |
+| `obj.catalogItem.cost`                | View cost                        |
+| `obj.catalogItem.inactive`            | View inactive flag               |
+| `obj.catalogItem.salesTaxable`        | View sales-taxable flag          |
+| `obj.catalogItem.onHand`              | View on-hand inventory count     |
+| `obj.catalogItem.cwLastUpdated`       | View CW last-updated timestamp   |
+| `obj.catalogItem.linkedItems`         | View linked catalog items        |
+| `obj.catalogItem.createdAt`           | View creation timestamp          |
+| `obj.catalogItem.updatedAt`           | View last-updated timestamp      |
+
+**Used in:** [src/api/procurement/fetchAll.ts](src/api/procurement/fetchAll.ts), [src/api/procurement/[id]/fetch.ts](src/api/procurement/[id]/fetch.ts), [src/api/procurement/[id]/fetchLinked.ts](src/api/procurement/[id]/fetchLinked.ts)
+
+### Opportunity (`obj.opportunity`)
+
+| Field Permission                     | Description                     |
+| ------------------------------------ | ------------------------------- |
+| `obj.opportunity.id`                 | View opportunity ID             |
+| `obj.opportunity.cwOpportunityId`    | View ConnectWise opportunity ID |
+| `obj.opportunity.name`               | View opportunity name           |
+| `obj.opportunity.notes`              | View notes                      |
+| `obj.opportunity.type`               | View opportunity type           |
+| `obj.opportunity.stage`              | View stage                      |
+| `obj.opportunity.status`             | View status                     |
+| `obj.opportunity.priority`           | View priority                   |
+| `obj.opportunity.rating`             | View rating                     |
+| `obj.opportunity.source`             | View source                     |
+| `obj.opportunity.campaign`           | View campaign                   |
+| `obj.opportunity.primarySalesRep`    | View primary sales rep          |
+| `obj.opportunity.secondarySalesRep`  | View secondary sales rep        |
+| `obj.opportunity.company`            | View company                    |
+| `obj.opportunity.contact`            | View contact                    |
+| `obj.opportunity.site`               | View site                       |
+| `obj.opportunity.customerPO`         | View customer PO                |
+| `obj.opportunity.totalSalesTax`      | View total sales tax            |
+| `obj.opportunity.probability`        | View probability percentage     |
+| `obj.opportunity.location`           | View location                   |
+| `obj.opportunity.department`         | View department                 |
+| `obj.opportunity.expectedCloseDate`  | View expected close date        |
+| `obj.opportunity.pipelineChangeDate` | View pipeline change date       |
+| `obj.opportunity.dateBecameLead`     | View date became lead           |
+| `obj.opportunity.closedDate`         | View closed date                |
+| `obj.opportunity.closedFlag`         | View closed flag                |
+| `obj.opportunity.closedBy`           | View closed-by member           |
+| `obj.opportunity.companyId`          | View linked company ID          |
+| `obj.opportunity.cwLastUpdated`      | View CW last-updated timestamp  |
+| `obj.opportunity.createdAt`          | View creation timestamp         |
+| `obj.opportunity.updatedAt`          | View last-updated timestamp     |
+
+**Used in:** [src/api/sales/fetchAll.ts](src/api/sales/fetchAll.ts), [src/api/sales/[id]/fetch.ts](src/api/sales/[id]/fetch.ts)
+
+### UniFi Site (`obj.unifiSite`)
+
+| Field Permission          | Description                   |
+| ------------------------- | ----------------------------- |
+| `obj.unifiSite.id`        | View site internal ID         |
+| `obj.unifiSite.name`      | View site name                |
+| `obj.unifiSite.siteId`    | View UniFi controller site ID |
+| `obj.unifiSite.companyId` | View linked company ID        |
+| `obj.unifiSite.company`   | View linked company object    |
+| `obj.unifiSite.createdAt` | View creation timestamp       |
+| `obj.unifiSite.updatedAt` | View last-updated timestamp   |
+
+**Used in:** [src/api/unifi/sites/fetchAll.ts](src/api/unifi/sites/fetchAll.ts), [src/api/unifi/site/fetch.ts](src/api/unifi/site/fetch.ts), [src/api/companies/[id]/unifiSites.ts](src/api/companies/[id]/unifiSites.ts)
+
+### WiFi Network (`unifi.site.wifi.read`)
+
+See **UniFi Permissions > Field-Level Permission Gating** above for the full list of `unifi.site.wifi.read.<field>` nodes.
+
+---
+
 ## Permission Issuers
 
 Permissions can be issued by different sources:

bun.lock

@@ -16,8 +16,11 @@
         "cors": "^2.8.6",
         "cuid": "^3.0.0",
         "hono": "^4.11.5",
+        "ioredis": "^5.10.0",
         "jsonwebtoken": "^9.0.3",
         "keypair": "^1.0.4",
+        "pdf-lib": "^1.17.1",
+        "pdfmake": "^0.3.5",
         "prisma": "^7.3.0",
         "socket.io": "^4.8.3",
         "zod": "^4.3.6",
@@ -57,8 +60,14 @@
 
     "@hono/node-server": ["@hono/node-server@1.19.9", "", { "peerDependencies": { "hono": "^4" } }, "sha512-vHL6w3ecZsky+8P5MD+eFfaGTyCeOHUIFYMGpQGbrBTSmNNoxv0if69rEZ5giu36weC5saFuznL411gRX7bJDw=="],
 
+    "@ioredis/commands": ["@ioredis/commands@1.5.1", "", {}, "sha512-JH8ZL/ywcJyR9MmJ5BNqZllXNZQqQbnVZOqpPQqE1vHiFgAw4NHbvE0FOduNU8IX9babitBT46571OnPTT0Zcw=="],
+
     "@mrleebo/prisma-ast": ["@mrleebo/prisma-ast@0.13.1", "", { "dependencies": { "chevrotain": "^10.5.0", "lilconfig": "^2.1.0" } }, "sha512-XyroGQXcHrZdvmrGJvsA9KNeOOgGMg1Vg9OlheUsBOSKznLMDl+YChxbkboRHvtFYJEMRYmlV3uoo/njCw05iw=="],
 
+    "@pdf-lib/standard-fonts": ["@pdf-lib/standard-fonts@1.0.0", "", { "dependencies": { "pako": "^1.0.6" } }, "sha512-hU30BK9IUN/su0Mn9VdlVKsWBS6GyhVfqjwl1FjZN4TxP6cCw0jP2w7V3Hf5uX7M0AZJ16vey9yE0ny7Sa59ZA=="],
+
+    "@pdf-lib/upng": ["@pdf-lib/upng@1.0.1", "", { "dependencies": { "pako": "^1.0.10" } }, "sha512-dQK2FUMQtowVP00mtIksrlZhdFXQZPC+taih1q4CvPZ5vqdxR/LKBaFg0oAfzd1GlHZXXSPdQfzQnt+ViGvEIQ=="],
+
     "@prisma/adapter-pg": ["@prisma/adapter-pg@7.3.0", "", { "dependencies": { "@prisma/driver-adapter-utils": "7.3.0", "pg": "^8.16.3", "postgres-array": "3.0.4" } }, "sha512-iuYQMbIPO6i9O45Fv8TB7vWu00BXhCaNAShenqF7gLExGDbnGp5BfFB4yz1K59zQ59jF6tQ9YHrg0P6/J3OoLg=="],
 
     "@prisma/client": ["@prisma/client@7.3.0", "", { "dependencies": { "@prisma/client-runtime-utils": "7.3.0" }, "peerDependencies": { "prisma": "*", "typescript": ">=5.4.0" }, "optionalPeers": ["prisma", "typescript"] }, "sha512-FXBIxirqQfdC6b6HnNgxGmU7ydCPEPk7maHMOduJJfnTP+MuOGa15X4omjR/zpPUUpm8ef/mEFQjJudOGkXFcQ=="],
@@ -93,6 +102,8 @@
 
     "@standard-schema/spec": ["@standard-schema/spec@1.1.0", "", {}, "sha512-l2aFy5jALhniG5HgqrD6jXLi/rUWrKvqN/qJx6yoJsgKhblVd+iqqU4RCXavm/jPityDo5TCvKMnpjKnOriy0w=="],
 
+    "@swc/helpers": ["@swc/helpers@0.5.19", "", { "dependencies": { "tslib": "^2.8.0" } }, "sha512-QamiFeIK3txNjgUTNppE6MiG3p7TdninpZu0E0PbqVh1a9FNLT2FRhisaa4NcaX52XVhA5l7Pk58Ft7Sqi/2sA=="],
+
     "@types/bun": ["@types/bun@1.3.6", "", { "dependencies": { "bun-types": "1.3.6" } }, "sha512-uWCv6FO/8LcpREhenN1d1b6fcspAB+cefwD7uti8C8VffIv0Um08TKMn98FynpTiU38+y2dUO55T11NgDt8VAA=="],
 
     "@types/cors": ["@types/cors@2.8.19", "", { "dependencies": { "@types/node": "*" } }, "sha512-mFNylyeyqN93lfe/9CSxOGREz8cpzAhH+E93xJ4xWQf62V8sQ/24reV2nyzUWM6H6Xji+GGHpkbLe7pVoUEskg=="],
@@ -113,10 +124,14 @@
 
     "axios": ["axios@1.13.3", "", { "dependencies": { "follow-redirects": "^1.15.6", "form-data": "^4.0.4", "proxy-from-env": "^1.1.0" } }, "sha512-ERT8kdX7DZjtUm7IitEyV7InTHAF42iJuMArIiDIV5YtPanJkgw4hw5Dyg9fh0mihdWNn1GKaeIWErfe56UQ1g=="],
 
+    "base64-js": ["base64-js@0.0.8", "", {}, "sha512-3XSA2cR/h/73EzlXXdU6YNycmYI7+kicTxks4eJg2g39biHR84slg2+des+p7iHYhbRg/udIS4TD53WabcOUkw=="],
+
     "base64id": ["base64id@2.0.0", "", {}, "sha512-lGe34o6EHj9y3Kts9R4ZYs/Gr+6N7MCaMlIFA3F1R2O5/m7K06AxfSeO5530PEERE6/WyEg3lsuyw4GHlPZHog=="],
 
     "blakets": ["blakets@0.1.12", "", { "dependencies": { "@prokopschield/argv": "^0.1.0-2" }, "bin": { "blake": "lib/demo.js", "blake2b": "lib/cli.js", "blake2s": "lib/cli.js", "blakejs": "lib/demo.js", "blakets": "lib/demo.js" } }, "sha512-ReOnLTDRlbExlTXbJZoA2xkvhzauJ7ldpvhKnb1cUNw8gdAHWHWOWG8XMjwpxQmmEZCDAR7VZiM5BYTUSOLVrw=="],
 
+    "brotli": ["brotli@1.3.3", "", { "dependencies": { "base64-js": "^1.1.2" } }, "sha512-oTKjJdShmDuGW94SyyaoQvAjf30dZaHnjJ8uAF+u2/vGJkJbJPJAT1gDiOJP5v1Zb6f9KEyW/1HpuaWIXtGHPg=="],
+
     "buffer-equal-constant-time": ["buffer-equal-constant-time@1.0.1", "", {}, "sha512-zRpUiDwd/xk6ADqPMATG8vc9VPrkck7T07OIx0gnjmJAnHnTVXNQG3vfvWNuiZIkwu9KrKdA1iJKfsfTVxE6NA=="],
 
     "bun-types": ["bun-types@1.3.6", "", { "dependencies": { "@types/node": "*" } }, "sha512-OlFwHcnNV99r//9v5IIOgQ9Uk37gZqrNMCcqEaExdkVq3Avwqok1bJFmvGMCkCE0FqzdY8VMOZpfpR3lwI+CsQ=="],
@@ -131,6 +146,10 @@
 
     "citty": ["citty@0.1.6", "", { "dependencies": { "consola": "^3.2.3" } }, "sha512-tskPPKEs8D2KPafUypv2gxwJP8h/OaJmC82QQGGDQcHvXX43xF2VDACcJVmZ0EuSxkpO9Kc4MlrA3q0+FG58AQ=="],
 
+    "clone": ["clone@2.1.2", "", {}, "sha512-3Pe/CF1Nn94hyhIYpjtiLhdCoEoz0DqQ+988E9gmeEdQZlojxnOb74wctFyuwWQHzqyf9X7C7MG8juUpqBJT8w=="],
+
+    "cluster-key-slot": ["cluster-key-slot@1.1.2", "", {}, "sha512-RMr0FhtfXemyinomL4hrWcYJxmX6deFdCxpJzhDttxgO1+bcCnkk+9drydLVDmAMG7NE6aN/fl4F7ucU/90gAA=="],
+
     "combined-stream": ["combined-stream@1.0.8", "", { "dependencies": { "delayed-stream": "~1.0.0" } }, "sha512-FQN4MRfuJeHf7cBbBMJFXhKSDq+2kAArBlmRBvcvFE5BB1HZKXtSFASDhdlz9zOYwxh8lDdnvmMOe/+5cdoEdg=="],
 
     "confbox": ["confbox@0.2.2", "", {}, "sha512-1NB+BKqhtNipMsov4xI/NnhCKp9XG9NamYp5PVm9klAT0fsrNPjaFICsCFhNhwZJKNh7zB/3q8qXz0E9oaMNtQ=="],
@@ -143,6 +162,8 @@
 
     "cross-spawn": ["cross-spawn@7.0.6", "", { "dependencies": { "path-key": "^3.1.0", "shebang-command": "^2.0.0", "which": "^2.0.1" } }, "sha512-uV2QOWP2nWzsy2aMp8aRibhi9dlzF5Hgh5SHaB9OiTGEyDTiJJyx0uy51QXdyWbtAHNua4XJzUKca3OzKUd3vA=="],
 
+    "crypto-js": ["crypto-js@4.2.0", "", {}, "sha512-KALDyEYgpY+Rlob/iriUtjV6d5Eq+Y191A5g4UqLAi8CyGP9N1+FdVbkc1SxKc2r4YAYqG8JzO2KGL+AizD70Q=="],
+
     "csstype": ["csstype@3.2.3", "", {}, "sha512-z1HGKcYy2xA8AGQfwrn0PAy+PB7X/GSj3UVJW9qKyn43xWa+gl5nXmU4qqLMRzWVLFC8KusUX8T/0kCiOYpAIQ=="],
 
     "cuid": ["cuid@3.0.0", "", {}, "sha512-WZYYkHdIDnaxdeP8Misq3Lah5vFjJwGuItJuV+tvMafosMzw0nF297T7mrm8IOWiPJkV6gc7sa8pzx27+w25Zg=="],
@@ -159,6 +180,8 @@
 
     "destr": ["destr@2.0.5", "", {}, "sha512-ugFTXCtDZunbzasqBxrK93Ik/DRYsO6S/fedkWEMKqt04xZ4csmnmwGDBAb07QWNaGMAmnTIemsYZCksjATwsA=="],
 
+    "dfa": ["dfa@1.2.0", "", {}, "sha512-ED3jP8saaweFTjeGX8HQPjeC1YYyZs98jGNZx6IiBvxW7JG5v492kamAQB3m2wop07CvU/RQmzcKr6bgcC5D/Q=="],
+
     "dotenv": ["dotenv@16.6.1", "", {}, "sha512-uBq4egWHTcTt33a72vpSG0z3HnPuIl6NqYcTrKEg2azoEyl2hpW0zqlxysq2pK9HlDIHyHyakeYaYnSAwd8bow=="],
 
     "dunder-proto": ["dunder-proto@1.0.1", "", { "dependencies": { "call-bind-apply-helpers": "^1.0.1", "es-errors": "^1.3.0", "gopd": "^1.2.0" } }, "sha512-KIN/nDJBQRcXw0MLVhZE9iQHmG68qAVIBg9CqmUYjmQIhgij9U5MFvrqkUL5FbtyyzZuOeOt0zdeRe4UY7ct+A=="],
@@ -185,8 +208,12 @@
 
     "fast-check": ["fast-check@3.23.2", "", { "dependencies": { "pure-rand": "^6.1.0" } }, "sha512-h5+1OzzfCC3Ef7VbtKdcv7zsstUQwUDlYpUTvjeUsJAssPgLn7QzbboPtL5ro04Mq0rPOsMzl7q5hIbRs2wD1A=="],
 
+    "fast-deep-equal": ["fast-deep-equal@3.1.3", "", {}, "sha512-f3qQ9oQy9j2AhBe/H9VC91wLmKBCCU/gDOnKNAYG5hswO7BLKj09Hc5HYNz9cGI++xlpDCIgDaitVs03ATR84Q=="],
+
     "follow-redirects": ["follow-redirects@1.15.11", "", {}, "sha512-deG2P0JfjrTxl50XGCDyfI97ZGVCxIpfKYmfyrQ54n5FO/0gfIES8C/Psl6kWVDolizcaaxZJnTS0QSMxvnsBQ=="],
 
+    "fontkit": ["fontkit@2.0.4", "", { "dependencies": { "@swc/helpers": "^0.5.12", "brotli": "^1.3.2", "clone": "^2.1.2", "dfa": "^1.2.0", "fast-deep-equal": "^3.1.3", "restructure": "^3.0.0", "tiny-inflate": "^1.0.3", "unicode-properties": "^1.4.0", "unicode-trie": "^2.0.0" } }, "sha512-syetQadaUEDNdxdugga9CpEYVaQIxOwk7GlwZWWZ19//qW4zE5bknOKeMBDYAASwnpaSHKJITRLMF9m1fp3s6g=="],
+
     "foreground-child": ["foreground-child@3.3.1", "", { "dependencies": { "cross-spawn": "^7.0.6", "signal-exit": "^4.0.1" } }, "sha512-gIXjKqtFuWEgzFRJA9WCQeSJLZDjgJUOMCMzxtvFq/37KojM1BFGufqsCy0r4qSQmYLsZYMeyRqzIWOMup03sw=="],
 
     "form-data": ["form-data@4.0.5", "", { "dependencies": { "asynckit": "^0.4.0", "combined-stream": "^1.0.8", "es-set-tostringtag": "^2.1.0", "hasown": "^2.0.2", "mime-types": "^2.1.12" } }, "sha512-8RipRLol37bNs2bhoV67fiTEvdTrbMUYcFTiy3+wuuOnUog2QBHCZWXDRijWQfAkhBj2Uf5UnVaiWwA5vdd82w=="],
@@ -223,12 +250,16 @@
 
     "iconv-lite": ["iconv-lite@0.7.2", "", { "dependencies": { "safer-buffer": ">= 2.1.2 < 3.0.0" } }, "sha512-im9DjEDQ55s9fL4EYzOAv0yMqmMBSZp6G0VvFyTMPKWxiSBHUj9NW/qqLmXUwXrrM7AvqSlTCfvqRb0cM8yYqw=="],
 
+    "ioredis": ["ioredis@5.10.0", "", { "dependencies": { "@ioredis/commands": "1.5.1", "cluster-key-slot": "^1.1.0", "debug": "^4.3.4", "denque": "^2.1.0", "lodash.defaults": "^4.2.0", "lodash.isarguments": "^3.1.0", "redis-errors": "^1.2.0", "redis-parser": "^3.0.0", "standard-as-callback": "^2.1.0" } }, "sha512-HVBe9OFuqs+Z6n64q09PQvP1/R4Bm+30PAyyD4wIEqssh3v9L21QjCVk4kRLucMBcDokJTcLjsGeVRlq/nH6DA=="],
+
     "is-property": ["is-property@1.0.2", "", {}, "sha512-Ks/IoX00TtClbGQr4TWXemAnktAQvYB7HzcCxDGqEZU6oCmb2INHuOoKxbtR+HFkmYWBKv/dOZtGRiAjDhj92g=="],
 
     "isexe": ["isexe@2.0.0", "", {}, "sha512-RHxMLp9lnKHGHRng9QFhRCMbYAcVpn69smSGcq3f36xjgVVWThj4qqLbTLlq7Ssj8B+fIQ1EuCEGI2lKsyQeIw=="],
 
     "jiti": ["jiti@2.6.1", "", { "bin": { "jiti": "lib/jiti-cli.mjs" } }, "sha512-ekilCSN1jwRvIbgeg/57YFh8qQDNbwDb9xT/qu2DAHbFFZUicIl4ygVaAvzveMhMVr3LnpSKTNnwt8PoOfmKhQ=="],
 
+    "jpeg-exif": ["jpeg-exif@1.1.4", "", {}, "sha512-a+bKEcCjtuW5WTdgeXFzswSrdqi0jk4XlEtZlx5A94wCoBpFjfFTbo/Tra5SpNCl/YFZPvcV1dJc+TAYeg6ROQ=="],
+
     "jsonwebtoken": ["jsonwebtoken@9.0.3", "", { "dependencies": { "jws": "^4.0.1", "lodash.includes": "^4.3.0", "lodash.isboolean": "^3.0.3", "lodash.isinteger": "^4.0.4", "lodash.isnumber": "^3.0.3", "lodash.isplainobject": "^4.0.6", "lodash.isstring": "^4.0.1", "lodash.once": "^4.0.0", "ms": "^2.1.1", "semver": "^7.5.4" } }, "sha512-MT/xP0CrubFRNLNKvxJ2BYfy53Zkm++5bX9dtuPbqAeQpTVe0MQTFhao8+Cp//EmJp244xt6Drw/GVEGCUj40g=="],
 
     "jwa": ["jwa@2.0.1", "", { "dependencies": { "buffer-equal-constant-time": "^1.0.1", "ecdsa-sig-formatter": "1.0.11", "safe-buffer": "^5.0.1" } }, "sha512-hRF04fqJIP8Abbkq5NKGN0Bbr3JxlQ+qhZufXVr0DvujKy93ZCbXZMHDL4EOtodSbCWxOqR8MS1tXA5hwqCXDg=="],
@@ -239,10 +270,16 @@
 
     "lilconfig": ["lilconfig@2.1.0", "", {}, "sha512-utWOt/GHzuUxnLKxB6dk81RoOeoNeHgbrXiuGk4yyF5qlRz+iIVWu56E2fqGHFrXz0QNUhLB/8nKqvRH66JKGQ=="],
 
+    "linebreak": ["linebreak@1.1.0", "", { "dependencies": { "base64-js": "0.0.8", "unicode-trie": "^2.0.0" } }, "sha512-MHp03UImeVhB7XZtjd0E4n6+3xr5Dq/9xI/5FptGk5FrbDR3zagPa2DS6U8ks/3HjbKWG9Q1M2ufOzxV2qLYSQ=="],
+
     "lodash": ["lodash@4.17.21", "", {}, "sha512-v2kDEe57lecTulaDIuNTPy3Ry4gLGJ6Z1O3vE1krgXZNrsQ+LFTGHVxVjcXPs17LhbZVGedAJv8XZ1tvj5FvSg=="],
 
+    "lodash.defaults": ["lodash.defaults@4.2.0", "", {}, "sha512-qjxPLHd3r5DnsdGacqOMU6pb/avJzdh9tFX2ymgoZE27BmjXrNy/y4LoaiTeAb+O3gL8AfpJGtqfX/ae2leYYQ=="],
+
     "lodash.includes": ["lodash.includes@4.3.0", "", {}, "sha512-W3Bx6mdkRTGtlJISOvVD/lbqjTlPPUDTMnlXZFnVwi9NKJ6tiAk6LVdlhZMm17VZisqhKcgzpO5Wz91PCt5b0w=="],
 
+    "lodash.isarguments": ["lodash.isarguments@3.1.0", "", {}, "sha512-chi4NHZlZqZD18a0imDHnZPrDeBbTtVN7GXMwuGdRH9qotxAjYs3aVLKc7zNOG9eddR5Ksd8rvFEBc9SsggPpg=="],
+
     "lodash.isboolean": ["lodash.isboolean@3.0.3", "", {}, "sha512-Bz5mupy2SVbPHURB98VAcw+aHh4vRV5IPNhILUCsOzRmsTmSQ17jIuqopAentWoehktxGd9e/hbIXq980/1QJg=="],
 
     "lodash.isinteger": ["lodash.isinteger@4.0.4", "", {}, "sha512-DBwtEWN2caHQ9/imiNeEA5ys1JoRtRfY3d7V9wkqtbycnAmTvRRmbHKDV4a0EYc678/dia0jrte4tjYwVBaZUA=="],
@@ -281,10 +318,18 @@
 
     "ohash": ["ohash@2.0.11", "", {}, "sha512-RdR9FQrFwNBNXAr4GixM8YaRZRJ5PUWbKYbE5eOsrwAjJW0q2REGcf79oYPsLyskQCZG1PLN+S/K1V00joZAoQ=="],
 
+    "pako": ["pako@1.0.11", "", {}, "sha512-4hLB8Py4zZce5s4yd9XzopqwVv/yGNhV1Bl8NTmCq1763HeK2+EwVTv+leGeL13Dnh2wfbqowVPXCIO0z4taYw=="],
+
     "path-key": ["path-key@3.1.1", "", {}, "sha512-ojmeN0qd+y0jszEtoY48r0Peq5dwMEkIlCOu6Q5f41lfkswXuKtYrhgoTpLnyIcHm24Uhqx+5Tqm2InSwLhE6Q=="],
 
     "pathe": ["pathe@2.0.3", "", {}, "sha512-WUjGcAqP1gQacoQe+OBJsFA7Ld4DyXuUIjZ5cc75cLHvJ7dtNsTugphxIADwspS+AraAUePCKrSVtPLFj/F88w=="],
 
+    "pdf-lib": ["pdf-lib@1.17.1", "", { "dependencies": { "@pdf-lib/standard-fonts": "^1.0.0", "@pdf-lib/upng": "^1.0.1", "pako": "^1.0.11", "tslib": "^1.11.1" } }, "sha512-V/mpyJAoTsN4cnP31vc0wfNA1+p20evqqnap0KLoRUN0Yk/p3wN52DOEsL4oBFcLdb76hlpKPtzJIgo67j/XLw=="],
+
+    "pdfkit": ["pdfkit@0.17.2", "", { "dependencies": { "crypto-js": "^4.2.0", "fontkit": "^2.0.4", "jpeg-exif": "^1.1.4", "linebreak": "^1.1.0", "png-js": "^1.0.0" } }, "sha512-UnwF5fXy08f0dnp4jchFYAROKMNTaPqb/xgR8GtCzIcqoTnbOqtp3bwKvO4688oHI6vzEEs8Q6vqqEnC5IUELw=="],
+
+    "pdfmake": ["pdfmake@0.3.5", "", { "dependencies": { "linebreak": "^1.1.0", "pdfkit": "^0.17.2", "xmldoc": "^2.0.3" } }, "sha512-DR7jRrK4lk7UiRT6pi+NeWhW1ToTsL2Y8CH+bFKNYz3M7agIVgeCtwARveEORhCAqoG3AUDrN318xU/lkOr1Bg=="],
+
     "perfect-debounce": ["perfect-debounce@1.0.0", "", {}, "sha512-xCy9V055GLEqoFaHoC1SoLIaLmWctgCUaBaWxDZ7/Zx4CTyX7cJQLJOok/orfjZAh9kEYpjJa4d0KcJmCbctZA=="],
 
     "pg": ["pg@8.17.2", "", { "dependencies": { "pg-connection-string": "^2.10.1", "pg-pool": "^3.11.0", "pg-protocol": "^1.11.0", "pg-types": "2.2.0", "pgpass": "1.0.5" }, "optionalDependencies": { "pg-cloudflare": "^1.3.0" }, "peerDependencies": { "pg-native": ">=3.0.1" }, "optionalPeers": ["pg-native"] }, "sha512-vjbKdiBJRqzcYw1fNU5KuHyYvdJ1qpcQg1CeBrHFqV1pWgHeVR6j/+kX0E1AAXfyuLUGY1ICrN2ELKA/z2HWzw=="],
@@ -305,6 +350,8 @@
 
     "pkg-types": ["pkg-types@2.3.0", "", { "dependencies": { "confbox": "^0.2.2", "exsolve": "^1.0.7", "pathe": "^2.0.3" } }, "sha512-SIqCzDRg0s9npO5XQ3tNZioRY1uK06lA41ynBC1YmFTmnY6FjUjVt6s4LoADmwoig1qqD0oK8h1p/8mlMx8Oig=="],
 
+    "png-js": ["png-js@1.0.0", "", {}, "sha512-k+YsbhpA9e+EFfKjTCH3VW6aoKlyNYI6NYdTfDL4CIvFnvsuO84ttonmZE7rc+v23SLTH8XX+5w/Ak9v0xGY4g=="],
+
     "postgres": ["postgres@3.4.7", "", {}, "sha512-Jtc2612XINuBjIl/QTWsV5UvE8UHuNblcO3vVADSrKsrc6RqGX6lOW1cEo3CM2v0XG4Nat8nI+YM7/f26VxXLw=="],
 
     "postgres-array": ["postgres-array@3.0.4", "", {}, "sha512-nAUSGfSDGOaOAEGwqsRY27GPOea7CNipJPOA7lPbdEpx5Kg3qzdP0AaWC5MlhTWV9s4hFX39nomVZ+C4tnGOJQ=="],
@@ -331,16 +378,24 @@
 
     "readdirp": ["readdirp@4.1.2", "", {}, "sha512-GDhwkLfywWL2s6vEjyhri+eXmfH6j1L7JE27WhqLeYzoh/A3DBaYGEj2H/HFZCn/kMfim73FXxEJTw06WtxQwg=="],
 
+    "redis-errors": ["redis-errors@1.2.0", "", {}, "sha512-1qny3OExCf0UvUV/5wpYKf2YwPcOqXzkwKKSmKHiE6ZMQs5heeE/c8eXK+PNllPvmjgAbfnsbpkGZWy8cBpn9w=="],
+
+    "redis-parser": ["redis-parser@3.0.0", "", { "dependencies": { "redis-errors": "^1.0.0" } }, "sha512-DJnGAeenTdpMEH6uAJRK/uiyEIH9WVsUmoLwzudwGJUwZPp80PDBWPHXSAGNPwNvIXAbe7MSUB1zQFugFml66A=="],
+
     "regexp-to-ast": ["regexp-to-ast@0.5.0", "", {}, "sha512-tlbJqcMHnPKI9zSrystikWKwHkBqu2a/Sgw01h3zFjvYrMxEDYHzzoMZnUrbIfpTFEsoRnnviOXNCzFiSc54Qw=="],
 
     "remeda": ["remeda@2.33.4", "", {}, "sha512-ygHswjlc/opg2VrtiYvUOPLjxjtdKvjGz1/plDhkG66hjNjFr1xmfrs2ClNFo/E6TyUFiwYNh53bKV26oBoMGQ=="],
 
+    "restructure": ["restructure@3.0.2", "", {}, "sha512-gSfoiOEA0VPE6Tukkrr7I0RBdE0s7H1eFCDBk05l1KIQT1UIKNc5JZy6jdyW6eYH3aR3g5b3PuL77rq0hvwtAw=="],
+
     "retry": ["retry@0.12.0", "", {}, "sha512-9LkiTwjUh6rT555DtE9rTX+BKByPfrMzEAtnlEtdEwr3Nkffwiihqe2bWADg+OQRjt9gl6ICdmB/ZFDCGAtSow=="],
 
     "safe-buffer": ["safe-buffer@5.2.1", "", {}, "sha512-rp3So07KcdmmKbGvgaNxQSJr7bGVSVk5S9Eq1F+ppbRo70+YeaDxkw5Dd8NPN+GD6bjnYm2VuPuCXmpuYvmCXQ=="],
 
     "safer-buffer": ["safer-buffer@2.1.2", "", {}, "sha512-YZo3K82SD7Riyi0E1EQPojLz7kpepnSQI9IyPbHHg1XXXevb5dJI7tpyN2ADxGcQbHG7vcyRHk0cbwqcQriUtg=="],
 
+    "sax": ["sax@1.5.0", "", {}, "sha512-21IYA3Q5cQf089Z6tgaUTr7lDAyzoTPx5HRtbhsME8Udispad8dC/+sziTNugOEx54ilvatQ9YCzl4KQLPcRHA=="],
+
     "scheduler": ["scheduler@0.27.0", "", {}, "sha512-eNv+WrVbKu1f3vbYJT/xtiF5syA5HPIMtf9IgY/nKg0sWqzAUEvqY/xm7OcZc/qafLx/iO9FgOmeSAp4v5ti/Q=="],
 
     "semver": ["semver@7.7.3", "", { "bin": { "semver": "bin/semver.js" } }, "sha512-SdsKMrI9TdgjdweUSR9MweHA4EJ8YxHn8DFaDisvhVlUOe4BF1tLD7GAj0lIqWVl+dPb/rExr0Btby5loQm20Q=="],
@@ -363,14 +418,24 @@
 
     "sqlstring": ["sqlstring@2.3.3", "", {}, "sha512-qC9iz2FlN7DQl3+wjwn3802RTyjCx7sDvfQEXchwa6CWOx07/WVfh91gBmQ9fahw8snwGEWU3xGzOt4tFyHLxg=="],
 
+    "standard-as-callback": ["standard-as-callback@2.1.0", "", {}, "sha512-qoRRSyROncaz1z0mvYqIE4lCd9p2R90i6GxW3uZv5ucSu8tU7B5HXUP1gG8pVZsYNVaXjk8ClXHPttLyxAL48A=="],
+
     "std-env": ["std-env@3.10.0", "", {}, "sha512-5GS12FdOZNliM5mAOxFRg7Ir0pWz8MdpYm6AY6VPkGpbA7ZzmbzNcBJQ0GPvvyWgcY7QAhCgf9Uy89I03faLkg=="],
 
+    "tiny-inflate": ["tiny-inflate@1.0.3", "", {}, "sha512-pkY1fj1cKHb2seWDy0B16HeWyczlJA9/WW3u3c4z/NiWDsO3DOU5D7nhTLE9CF0yXv/QZFY7sEJmj24dK+Rrqw=="],
+
     "tinyexec": ["tinyexec@1.0.2", "", {}, "sha512-W/KYk+NFhkmsYpuHq5JykngiOCnxeVL8v8dFnqxSD8qEEdRfXk1SDM6JzNqcERbcGYj9tMrDQBYV9cjgnunFIg=="],
 
+    "tslib": ["tslib@1.14.1", "", {}, "sha512-Xni35NKzjgMrwevysHTCArtLDpPvye8zV/0E4EyYn43P7/7qvQwPh9BGkHewbMulVntbigmcT7rdX3BNo9wRJg=="],
+
     "typescript": ["typescript@5.9.3", "", { "bin": { "tsc": "bin/tsc", "tsserver": "bin/tsserver" } }, "sha512-jl1vZzPDinLr9eUt3J/t7V6FgNEw9QjvBPdysz9KfQDD41fQrC2Y4vKQdiaUpFT4bXlb1RHhLpp8wtm6M5TgSw=="],
 
     "undici-types": ["undici-types@7.16.0", "", {}, "sha512-Zz+aZWSj8LE6zoxD+xrjh4VfkIG8Ya6LvYkZqtUQGJPZjYl53ypCaUwWqo7eI0x66KBGeRo+mlBEkMSeSZ38Nw=="],
 
+    "unicode-properties": ["unicode-properties@1.4.1", "", { "dependencies": { "base64-js": "^1.3.0", "unicode-trie": "^2.0.0" } }, "sha512-CLjCCLQ6UuMxWnbIylkisbRj31qxHPAurvena/0iwSVbQ2G1VY5/HjV0IRabOEbDHlzZlRdCrD4NhB0JtU40Pg=="],
+
+    "unicode-trie": ["unicode-trie@2.0.0", "", { "dependencies": { "pako": "^0.2.5", "tiny-inflate": "^1.0.0" } }, "sha512-x7bc76x0bm4prf1VLg79uhAzKw8DVboClSN5VxJuQ+LKDOVEW9CdH+VY7SP+vX7xCYQqzzgQpFqz15zeLvAtZQ=="],
+
     "uuid": ["uuid@8.3.2", "", { "bin": { "uuid": "dist/bin/uuid" } }, "sha512-+NYs2QeMWy+GWFOEm9xnn6HCDp0l7QBD7ml8zLUmJ+93Q5NF0NocErnwkTkXVFNiX3/fpC6afS8Dhb/gz7R7eg=="],
 
     "valibot": ["valibot@1.2.0", "", { "peerDependencies": { "typescript": ">=5" }, "optionalPeers": ["typescript"] }, "sha512-mm1rxUsmOxzrwnX5arGS+U4T25RdvpPjPN4yR0u9pUBov9+zGVtO84tif1eY4r6zWxVxu3KzIyknJy3rxfRZZg=="],
@@ -381,6 +446,8 @@
 
     "ws": ["ws@8.18.3", "", { "peerDependencies": { "bufferutil": "^4.0.1", "utf-8-validate": ">=5.0.2" }, "optionalPeers": ["bufferutil", "utf-8-validate"] }, "sha512-PEIGCY5tSlUt50cqyMXfCzX+oOPqN0vuGqWzbcJ2xvnkzkq46oOpz7dQaTDBdfICb4N14+GARUDw2XV2N4tvzg=="],
 
+    "xmldoc": ["xmldoc@2.0.3", "", { "dependencies": { "sax": "^1.4.3" } }, "sha512-6gRk4NY/Jvg67xn7OzJuxLRsGgiXBaPUQplVJ/9l99uIugxh4FTOewYz5ic8WScj7Xx/2WvhENiQKwkK9RpE4w=="],
+
     "xtend": ["xtend@4.0.2", "", {}, "sha512-LKYU1iAXJXUgAXn9URjiu+MWhyUXHsvfp7mcuYm9dSUKK0/CjtrUwFAxD82/mCWbtLsGjFIad0wIsod4zrTAEQ=="],
 
     "zeptomatch": ["zeptomatch@2.1.0", "", { "dependencies": { "grammex": "^3.1.11", "graphmatch": "^1.1.0" } }, "sha512-KiGErG2J0G82LSpniV0CtIzjlJ10E04j02VOudJsPyPwNZgGnRKQy7I1R7GMyg/QswnE4l7ohSGrQbQbjXPPDA=="],
@@ -397,10 +464,18 @@
 
     "@prisma/get-platform/@prisma/debug": ["@prisma/debug@7.2.0", "", {}, "sha512-YSGTiSlBAVJPzX4ONZmMotL+ozJwQjRmZweQNIq/ER0tQJKJynNkRB3kyvt37eOfsbMCXk3gnLF6J9OJ4QWftw=="],
 
+    "@swc/helpers/tslib": ["tslib@2.8.1", "", {}, "sha512-oJFu94HQb+KVduSUQL7wnpmqnfmLsOA/nAh6b6EH0wCEoK0/mPeXU6c3wKDV83MkOuHPRHtSXKKU99IBazS/2w=="],
+
+    "brotli/base64-js": ["base64-js@1.5.1", "", {}, "sha512-AKpaYlHn8t4SVbOHCy+b5+KKgvR4vrsD8vbvrbiQJps7fKDTkjkDry6ji0rUJjC0kzbNePLwzxq8iypo41qeWA=="],
+
     "nypm/citty": ["citty@0.2.0", "", {}, "sha512-8csy5IBFI2ex2hTVpaHN2j+LNE199AgiI7y4dMintrr8i0lQiFn+0AWMZrWdHKIgMOer65f8IThysYhoReqjWA=="],
 
     "pg-types/postgres-array": ["postgres-array@2.0.0", "", {}, "sha512-VpZrUqU5A69eQyW2c5CA1jtLecCsN2U/bD6VilrFDWq5+5UIEVO7nazS3TEcHf1zuPYO/sqGvUvW62g86RXZuA=="],
 
     "proper-lockfile/signal-exit": ["signal-exit@3.0.7", "", {}, "sha512-wnD2ZE+l+SPC/uoS0vXeE9L1+0wuaMqKlfz9AMUo38JsyLSBWSFcHR1Rri62LZc12vLr1gb3jl7iwQhgwpAbGQ=="],
+
+    "unicode-properties/base64-js": ["base64-js@1.5.1", "", {}, "sha512-AKpaYlHn8t4SVbOHCy+b5+KKgvR4vrsD8vbvrbiQJps7fKDTkjkDry6ji0rUJjC0kzbNePLwzxq8iypo41qeWA=="],
+
+    "unicode-trie/pako": ["pako@0.2.9", "", {}, "sha512-NUcwaKxUxWrZLpDG+z/xZaCgQITkA/Dv4V/T6bw7VON6l1Xz/VnrBqrYjZQ12TamKHzITTfOEIYUj48y2KXImA=="],
   }
 }

bunfig.toml

@@ -0,0 +1,2 @@
+[test]
+preload = ["./tests/setup.ts"]

debug-scripts/analyze-cw-calls.py

@@ -0,0 +1,307 @@
+#!/usr/bin/env python3
+"""
+Analyze ConnectWise API call logs.
+
+Looks for the most recent log file in cw-api-logs/ by default,
+or accepts an explicit path as an argument.
+
+Usage:
+    python3 analyze-cw-calls.py                          # latest file in cw-api-logs/
+    python3 analyze-cw-calls.py cw-api-logs/specific.jsonl
+"""
+
+import json
+import sys
+import os
+import glob
+import statistics
+from collections import Counter, defaultdict
+from datetime import datetime, timedelta
+
+# ── Colours ──────────────────────────────────────────────────────────────────
+
+RED = "\033[91m"
+GREEN = "\033[92m"
+YELLOW = "\033[93m"
+CYAN = "\033[96m"
+BOLD = "\033[1m"
+DIM = "\033[2m"
+RESET = "\033[0m"
+
+def colour_duration(ms: float) -> str:
+    if ms >= 10_000:
+        return f"{RED}{ms:,.0f}ms{RESET}"
+    if ms >= 5_000:
+        return f"{YELLOW}{ms:,.0f}ms{RESET}"
+    return f"{GREEN}{ms:,.0f}ms{RESET}"
+
+def header(title: str) -> str:
+    return f"\n{BOLD}{CYAN}{'─' * 60}\n  {title}\n{'─' * 60}{RESET}"
+
+# ── Resolve log file ────────────────────────────────────────────────────────
+
+def find_latest_log() -> str:
+    """Find the most recent .jsonl file in cw-api-logs/."""
+    log_dir = os.path.join(os.getcwd(), "cw-api-logs")
+    files = sorted(glob.glob(os.path.join(log_dir, "*.jsonl")))
+    if not files:
+        print(f"{RED}No log files found in cw-api-logs/{RESET}")
+        print(f"Run {BOLD}bun run dev:log{RESET} to start logging CW API calls.")
+        sys.exit(1)
+    return files[-1]
+
+if len(sys.argv) > 1:
+    log_path = sys.argv[1]
+else:
+    log_path = find_latest_log()
+
+print(f"{DIM}Reading: {log_path}{RESET}")
+
+entries = []
+parse_errors = 0
+with open(log_path) as f:
+    for line in f:
+        line = line.strip()
+        if not line:
+            continue
+        try:
+            entries.append(json.loads(line))
+        except json.JSONDecodeError:
+            parse_errors += 1
+
+if not entries:
+    print("No entries found. Check the log file path.")
+    sys.exit(1)
+
+# ── Derived fields ───────────────────────────────────────────────────────────
+
+durations = [e["durationMs"] for e in entries]
+errors = [e for e in entries if e.get("error")]
+successes = [e for e in entries if not e.get("error")]
+timestamps = [datetime.fromisoformat(e["timestamp"].replace("Z", "+00:00")) for e in entries]
+
+time_span = (timestamps[-1] - timestamps[0]) if len(timestamps) > 1 else timedelta(0)
+
+# Normalise the URL to a route pattern for grouping
+def normalise_url(url: str) -> str:
+    parts = url.split("?")[0].rstrip("/").split("/")
+    normalised = []
+    for p in parts:
+        if p.isdigit():
+            normalised.append(":id")
+        else:
+            normalised.append(p)
+    return "/".join(normalised)
+
+# ── 1. Overview ──────────────────────────────────────────────────────────────
+
+print(header("OVERVIEW"))
+print(f"  Log file        : {log_path}")
+print(f"  Total calls     : {BOLD}{len(entries):,}{RESET}")
+print(f"  Successes       : {GREEN}{len(successes):,}{RESET}")
+print(f"  Failures        : {RED}{len(errors):,}{RESET}  ({len(errors)/len(entries)*100:.1f}%)")
+print(f"  Time span       : {time_span}")
+if time_span.total_seconds() > 0:
+    rps = len(entries) / time_span.total_seconds()
+    print(f"  Avg req/sec     : {rps:.2f}")
+if parse_errors:
+    print(f"  Parse errors    : {YELLOW}{parse_errors}{RESET}")
+
+# ── 2. Duration stats ───────────────────────────────────────────────────────
+
+print(header("DURATION STATS (all calls)"))
+sorted_dur = sorted(durations)
+p50 = sorted_dur[len(sorted_dur) * 50 // 100]
+p90 = sorted_dur[len(sorted_dur) * 90 // 100]
+p95 = sorted_dur[len(sorted_dur) * 95 // 100]
+p99 = sorted_dur[len(sorted_dur) * 99 // 100]
+
+print(f"  Min             : {colour_duration(min(durations))}")
+print(f"  Max             : {colour_duration(max(durations))}")
+print(f"  Mean            : {colour_duration(statistics.mean(durations))}")
+print(f"  Median (p50)    : {colour_duration(p50)}")
+print(f"  p90             : {colour_duration(p90)}")
+print(f"  p95             : {colour_duration(p95)}")
+print(f"  p99             : {colour_duration(p99)}")
+print(f"  Std dev         : {statistics.stdev(durations):,.0f}ms" if len(durations) > 1 else "")
+
+# Duration buckets
+buckets = {"<500ms": 0, "500ms-1s": 0, "1-3s": 0, "3-5s": 0, "5-10s": 0, "10-20s": 0, "20s+": 0}
+for d in durations:
+    if d < 500: buckets["<500ms"] += 1
+    elif d < 1000: buckets["500ms-1s"] += 1
+    elif d < 3000: buckets["1-3s"] += 1
+    elif d < 5000: buckets["3-5s"] += 1
+    elif d < 10000: buckets["5-10s"] += 1
+    elif d < 20000: buckets["10-20s"] += 1
+    else: buckets["20s+"] += 1
+
+print(f"\n  {BOLD}Distribution:{RESET}")
+max_bar = 40
+max_count = max(buckets.values()) if buckets else 1
+for label, count in buckets.items():
+    bar_len = int(count / max_count * max_bar) if max_count else 0
+    pct = count / len(durations) * 100
+    bar = "█" * bar_len
+    clr = GREEN if "500" in label or "<" in label else (YELLOW if "1-3" in label or "3-5" in label else RED)
+    print(f"  {label:>10s}  {clr}{bar}{RESET} {count:>5,} ({pct:5.1f}%)")
+
+# ── 3. Errors breakdown ─────────────────────────────────────────────────────
+
+print(header("ERROR BREAKDOWN"))
+if not errors:
+    print(f"  {GREEN}No errors! 🎉{RESET}")
+else:
+    error_codes = Counter()
+    for e in errors:
+        err_str = e.get("error", "unknown")
+        code = err_str.split(":")[0] if ":" in err_str else err_str
+        error_codes[code] += 1
+
+    for code, count in error_codes.most_common():
+        print(f"  {RED}{code:<30s}{RESET}  {count:>5,}  ({count/len(entries)*100:.1f}%)")
+
+    # Errored URLs
+    errored_urls = Counter(normalise_url(e["url"]) for e in errors)
+    print(f"\n  {BOLD}Top errored endpoints:{RESET}")
+    for url, count in errored_urls.most_common(10):
+        print(f"    {count:>5,}  {url}")
+
+# ── 4. Slowest individual calls ─────────────────────────────────────────────
+
+print(header("TOP 20 SLOWEST CALLS"))
+slowest = sorted(entries, key=lambda e: e["durationMs"], reverse=True)[:20]
+for i, e in enumerate(slowest, 1):
+    status = e.get("status") or f"{RED}ERR{RESET}"
+    err_tag = f"  {RED}[{e['error'].split(':')[0]}]{RESET}" if e.get("error") else ""
+    print(f"  {i:>2}. {colour_duration(e['durationMs']):>20s}  {e['method']:>4s} {e['url'][:60]:<60s}  {DIM}{status}{RESET}{err_tag}")
+
+# ── 5. Per-endpoint stats ───────────────────────────────────────────────────
+
+print(header("PER-ENDPOINT STATS (by route pattern)"))
+by_route = defaultdict(list)
+for e in entries:
+    route = normalise_url(e["url"])
+    by_route[route].append(e)
+
+# Sort by total time spent descending (most impactful)
+route_stats = []
+for route, calls in by_route.items():
+    durs = [c["durationMs"] for c in calls]
+    errs = sum(1 for c in calls if c.get("error"))
+    sorted_d = sorted(durs)
+    route_stats.append({
+        "route": route,
+        "count": len(calls),
+        "errors": errs,
+        "total_ms": sum(durs),
+        "mean": statistics.mean(durs),
+        "p50": sorted_d[len(sorted_d) * 50 // 100],
+        "p95": sorted_d[len(sorted_d) * 95 // 100],
+        "max": max(durs),
+    })
+
+route_stats.sort(key=lambda r: r["total_ms"], reverse=True)
+
+print(f"  {'Route':<55s} {'Count':>6s} {'Errs':>5s} {'Mean':>8s} {'p50':>8s} {'p95':>8s} {'Max':>8s} {'Total':>10s}")
+print(f"  {'─' * 55} {'─' * 6} {'─' * 5} {'─' * 8} {'─' * 8} {'─' * 8} {'─' * 8} {'─' * 10}")
+for r in route_stats[:25]:
+    err_str = f"{RED}{r['errors']}{RESET}" if r['errors'] else f"{DIM}0{RESET}"
+    print(
+        f"  {r['route']:<55s} {r['count']:>6,} {err_str:>14s} "
+        f"{r['mean']:>7,.0f}ms {r['p50']:>7,.0f}ms {r['p95']:>7,.0f}ms "
+        f"{r['max']:>7,.0f}ms {r['total_ms']/1000:>8,.1f}s"
+    )
+
+# ── 6. HTTP method breakdown ────────────────────────────────────────────────
+
+print(header("BY HTTP METHOD"))
+by_method = defaultdict(list)
+for e in entries:
+    by_method[e["method"]].append(e["durationMs"])
+
+print(f"  {'Method':<8s} {'Count':>7s} {'Mean':>9s} {'p95':>9s} {'Max':>9s}")
+print(f"  {'─' * 8} {'─' * 7} {'─' * 9} {'─' * 9} {'─' * 9}")
+for method in sorted(by_method.keys()):
+    durs = by_method[method]
+    sd = sorted(durs)
+    print(
+        f"  {method:<8s} {len(durs):>7,} "
+        f"{statistics.mean(durs):>8,.0f}ms "
+        f"{sd[len(sd)*95//100]:>8,.0f}ms "
+        f"{max(durs):>8,.0f}ms"
+    )
+
+# ── 7. Timeline (calls per minute) ──────────────────────────────────────────
+
+if time_span.total_seconds() > 60:
+    print(header("TIMELINE (per-minute throughput & errors)"))
+    by_minute = defaultdict(lambda: {"count": 0, "errors": 0, "dur_sum": 0})
+    for e in entries:
+        ts = e["timestamp"][:16]  # YYYY-MM-DDTHH:MM
+        by_minute[ts]["count"] += 1
+        by_minute[ts]["dur_sum"] += e["durationMs"]
+        if e.get("error"):
+            by_minute[ts]["errors"] += 1
+
+    for minute in sorted(by_minute.keys()):
+        m = by_minute[minute]
+        avg = m["dur_sum"] / m["count"] if m["count"] else 0
+        err_part = f"  {RED}({m['errors']} errs){RESET}" if m["errors"] else ""
+        bar = "▓" * min(m["count"] // 5, 50)
+        avg_clr = colour_duration(avg)
+        print(f"  {minute}  {m['count']:>5,} reqs  avg {avg_clr:>20s}  {bar}{err_part}")
+
+# ── 8. Concurrency hotspots ─────────────────────────────────────────────────
+
+print(header("CONCURRENCY HOTSPOTS (calls starting within 100ms of each other)"))
+ts_ms = [int(t.timestamp() * 1000) for t in timestamps]
+bursts = []
+i = 0
+while i < len(ts_ms):
+    j = i
+    while j < len(ts_ms) - 1 and ts_ms[j + 1] - ts_ms[j] < 100:
+        j += 1
+    burst_size = j - i + 1
+    if burst_size >= 5:
+        burst_entries = entries[i:j + 1]
+        avg_dur = statistics.mean(e["durationMs"] for e in burst_entries)
+        bursts.append((burst_size, entries[i]["timestamp"], avg_dur, burst_entries))
+    i = j + 1
+
+bursts.sort(key=lambda b: b[0], reverse=True)
+if bursts:
+    print(f"  Found {len(bursts)} burst(s) of ≥5 concurrent requests\n")
+    for size, ts, avg, _ in bursts[:10]:
+        print(f"  {YELLOW}{size:>3} concurrent{RESET}  at {ts}  avg {colour_duration(avg)}")
+else:
+    print(f"  {GREEN}No major concurrency bursts detected.{RESET}")
+
+# ── 9. Summary / recommendations ────────────────────────────────────────────
+
+print(header("SUMMARY"))
+err_rate = len(errors) / len(entries) * 100
+slow_5s = sum(1 for d in durations if d >= 5000)
+slow_pct = slow_5s / len(entries) * 100
+
+if err_rate > 5:
+    print(f"  {RED}⚠  Error rate is {err_rate:.1f}% — CW API is struggling{RESET}")
+elif err_rate > 1:
+    print(f"  {YELLOW}⚠  Error rate is {err_rate:.1f}% — some instability{RESET}")
+else:
+    print(f"  {GREEN}✓  Error rate is {err_rate:.1f}% — acceptable{RESET}")
+
+if slow_pct > 10:
+    print(f"  {RED}⚠  {slow_5s:,} calls ({slow_pct:.1f}%) took >5s — CW is slow or rate-limiting{RESET}")
+elif slow_pct > 2:
+    print(f"  {YELLOW}⚠  {slow_5s:,} calls ({slow_pct:.1f}%) took >5s{RESET}")
+else:
+    print(f"  {GREEN}✓  Only {slow_5s:,} calls ({slow_pct:.1f}%) over 5s{RESET}")
+
+if bursts:
+    max_burst = max(b[0] for b in bursts)
+    print(f"  {YELLOW}⚠  Max concurrency burst: {max_burst} simultaneous requests — consider lowering CONCURRENCY{RESET}")
+
+total_time_s = sum(durations) / 1000
+print(f"\n  Total wall-clock time spent waiting on CW: {BOLD}{total_time_s:,.1f}s{RESET} ({total_time_s/60:,.1f} min)")
+print()

debug-scripts/analyze_webhook_log.py

@@ -0,0 +1,441 @@
+#!/usr/bin/env python3
+
+import argparse
+import json
+from collections import Counter, defaultdict
+from dataclasses import dataclass
+from datetime import datetime, timezone
+from pathlib import Path
+from typing import Any
+
+
+def parse_iso(value: str | None) -> datetime | None:
+    if not value:
+        return None
+    normalized = value.replace("Z", "+00:00")
+    try:
+        return datetime.fromisoformat(normalized)
+    except ValueError:
+        return None
+
+
+def first_non_empty(*values: Any) -> str:
+    for value in values:
+        if value is None:
+            continue
+        if isinstance(value, str) and value.strip() == "":
+            continue
+        return str(value)
+    return "unknown"
+
+
+def top_lines(counter: Counter[str], limit: int) -> list[str]:
+    return [f"{k}: {v}" for k, v in counter.most_common(limit)]
+
+
+def fmt_pct(part: int, total: int) -> str:
+    if total == 0:
+        return "0.0%"
+    return f"{(part / total) * 100:.1f}%"
+
+
+def human_duration(start: datetime | None, end: datetime | None) -> str:
+    if start is None or end is None:
+        return "unknown"
+
+    delta = end - start
+    total_seconds = int(delta.total_seconds())
+    hours, remainder = divmod(total_seconds, 3600)
+    minutes, seconds = divmod(remainder, 60)
+    return f"{hours}h {minutes}m {seconds}s"
+
+
+def truncate(value: str, max_len: int = 90) -> str:
+    if len(value) <= max_len:
+        return value
+    return value[: max_len - 1] + "…"
+
+
+def add_section(lines: list[str], title: str) -> None:
+    lines.append("")
+    lines.append(title)
+    lines.append("-" * len(title))
+
+
+def supports_color(enabled: bool) -> bool:
+    return enabled
+
+
+def paint(text: str, code: str, use_color: bool) -> str:
+    if not use_color:
+        return text
+    return f"\033[{code}m{text}\033[0m"
+
+
+def good_bad_neutral(value: str, state: str, use_color: bool) -> str:
+    if state == "good":
+        return paint(value, "32", use_color)
+    if state == "bad":
+        return paint(value, "31", use_color)
+    return paint(value, "36", use_color)
+
+
+def add_ranked_counter(
+    lines: list[str],
+    title: str,
+    counter: Counter[str],
+    top_n: int,
+    total: int,
+    truncate_labels: bool = False,
+) -> None:
+    lines.append(f"• {title}")
+    items = counter.most_common(top_n)
+    if not items:
+        lines.append("  (no data)")
+        return
+
+    for index, (key, count) in enumerate(items, start=1):
+        label = truncate(key) if truncate_labels else key
+        lines.append(f"  {index:>2}. {label:<90} {count:>4}  {fmt_pct(count, total):>6}")
+
+
+def stream_row_summary(row: dict[str, Any], use_color: bool, max_path: int) -> str:
+    request = row.get("request") or {}
+    response = row.get("response") or {}
+    body_parsed = request.get("bodyParsed") or {}
+    entity_parsed = request.get("entityParsed") or {}
+    summary = request.get("summary") or {}
+
+    timestamp = parse_iso(row.get("timestamp"))
+    time_label = timestamp.astimezone(timezone.utc).strftime("%H:%M:%S") if timestamp else "--:--:--"
+
+    method = first_non_empty(request.get("method"))
+    path = first_non_empty(request.get("path"))
+    endpoint = path.split("?", 1)[0]
+    status_code = first_non_empty(response.get("status"))
+
+    event_type = first_non_empty(body_parsed.get("Type"), summary.get("type"))
+    action = first_non_empty(
+        body_parsed.get("Action"),
+        summary.get("action"),
+        request.get("query", {}).get("params", {}).get("action"),
+    )
+    item_id = first_non_empty(body_parsed.get("ID"), summary.get("id"), request.get("query", {}).get("inferredId"))
+    actor = first_non_empty(
+        request.get("query", {}).get("params", {}).get("memberId"),
+        summary.get("entityUpdatedBy"),
+        entity_parsed.get("UpdatedBy"),
+    )
+    entity_status = first_non_empty(entity_parsed.get("StatusName"), summary.get("entityStatus"))
+
+    endpoint_label = truncate(endpoint, max_path)
+    status_state = "good" if status_code.startswith("2") else "bad"
+    status_colored = good_bad_neutral(status_code, status_state, use_color)
+    event_colored = paint(f"{event_type}.{action}", "36", use_color)
+    endpoint_colored = paint(endpoint_label, "94", use_color)
+
+    return (
+        f"[{time_label}] {method:<4} {endpoint_colored:<20} "
+        f"{status_colored:>3}  {event_colored:<22} "
+        f"id={item_id:<7} actor={truncate(actor, 16):<16} status={truncate(entity_status, 22)}"
+    )
+
+
+def endpoint_stream_summary(log_path: Path, use_color: bool, max_path: int) -> str:
+    lines: list[str] = []
+    lines.append(paint("ENDPOINT STREAM (chronological)", "1;95", use_color))
+    lines.append(paint("────────────────────────────────────────────────────────────────────────────────────────────", "90", use_color))
+
+    count = 0
+    invalid = 0
+    with log_path.open("r", encoding="utf-8") as handle:
+        for raw_line in handle:
+            line = raw_line.strip()
+            if not line:
+                continue
+
+            try:
+                row = json.loads(line)
+            except json.JSONDecodeError:
+                invalid += 1
+                continue
+
+            lines.append(stream_row_summary(row, use_color=use_color, max_path=max_path))
+            count += 1
+
+    lines.append(paint("────────────────────────────────────────────────────────────────────────────────────────────", "90", use_color))
+    lines.append(
+        f"events={count}  invalid={good_bad_neutral(str(invalid), 'good' if invalid == 0 else 'bad', use_color)}"
+    )
+    return "\n".join(lines)
+
+
+@dataclass
+class LogStats:
+    total_rows: int = 0
+    parsed_rows: int = 0
+    invalid_rows: int = 0
+    earliest: datetime | None = None
+    latest: datetime | None = None
+
+    methods: Counter[str] = None  # type: ignore[assignment]
+    paths: Counter[str] = None  # type: ignore[assignment]
+    endpoint_roots: Counter[str] = None  # type: ignore[assignment]
+    response_statuses: Counter[str] = None  # type: ignore[assignment]
+    event_types: Counter[str] = None  # type: ignore[assignment]
+    actions: Counter[str] = None  # type: ignore[assignment]
+    type_action_combo: Counter[str] = None  # type: ignore[assignment]
+    company_ids: Counter[str] = None  # type: ignore[assignment]
+
+    source_members: Counter[str] = None  # type: ignore[assignment]
+    actor_members: Counter[str] = None  # type: ignore[assignment]
+    entity_updated_by: Counter[str] = None  # type: ignore[assignment]
+
+    requests_by_hour: Counter[str] = None  # type: ignore[assignment]
+    requests_by_minute: Counter[str] = None  # type: ignore[assignment]
+    endpoint_by_hour: dict[str, Counter[str]] = None  # type: ignore[assignment]
+
+    def __post_init__(self) -> None:
+        self.methods = Counter()
+        self.paths = Counter()
+        self.endpoint_roots = Counter()
+        self.response_statuses = Counter()
+        self.event_types = Counter()
+        self.actions = Counter()
+        self.type_action_combo = Counter()
+        self.company_ids = Counter()
+
+        self.source_members = Counter()
+        self.actor_members = Counter()
+        self.entity_updated_by = Counter()
+
+        self.requests_by_hour = Counter()
+        self.requests_by_minute = Counter()
+        self.endpoint_by_hour = defaultdict(Counter)
+
+    def add_timestamp(self, timestamp: datetime | None) -> None:
+        if timestamp is None:
+            return
+
+        self.earliest = timestamp if self.earliest is None else min(self.earliest, timestamp)
+        self.latest = timestamp if self.latest is None else max(self.latest, timestamp)
+
+        hour_bucket = timestamp.astimezone(timezone.utc).strftime("%Y-%m-%d %H:00 UTC")
+        minute_bucket = timestamp.astimezone(timezone.utc).strftime("%Y-%m-%d %H:%M UTC")
+        self.requests_by_hour[hour_bucket] += 1
+        self.requests_by_minute[minute_bucket] += 1
+
+    def summarize(self, top_n: int, busiest_n: int, use_color: bool) -> str:
+        duration_line = human_duration(self.earliest, self.latest)
+        time_range_line = "unknown"
+        if self.earliest and self.latest:
+            time_range_line = f"{self.earliest.isoformat()} → {self.latest.isoformat()}"
+
+        total_requests = self.parsed_rows
+        success_count = self.response_statuses.get("200", 0)
+        success_pct = fmt_pct(success_count, sum(self.response_statuses.values()))
+        invalid_state = "good" if self.invalid_rows == 0 else "bad"
+
+        top_endpoints = self.endpoint_roots.most_common(2)
+        top_users = self.actor_members.most_common(3)
+        top_minutes = self.requests_by_minute.most_common(busiest_n)
+
+        lines: list[str] = []
+        lines.append(paint("WEBHOOK SNAPSHOT", "1;95", use_color))
+        lines.append(paint("────────────────────────────────────────────────────────", "90", use_color))
+        lines.append(
+            "  "
+            + paint("Rows", "1;97", use_color)
+            + f": {self.total_rows:<4}  "
+            + paint("Parsed", "1;97", use_color)
+            + f": {self.parsed_rows:<4}  "
+            + paint("Invalid", "1;97", use_color)
+            + f": {good_bad_neutral(str(self.invalid_rows), invalid_state, use_color)}"
+        )
+        lines.append(
+            "  "
+            + paint("Window", "1;97", use_color)
+            + f": {duration_line:<12} "
+            + paint("Success", "1;97", use_color)
+            + f": {good_bad_neutral(success_pct, 'good' if success_count else 'neutral', use_color)}"
+        )
+        lines.append("  " + paint("UTC Range", "1;97", use_color) + f": {time_range_line}")
+
+        lines.append("")
+        lines.append(paint("Top Endpoints", "1;94", use_color))
+        if top_endpoints:
+            for endpoint, count in top_endpoints:
+                lines.append(f"  • {endpoint:<14} {count:>4} ({fmt_pct(count, total_requests)})")
+        if not top_endpoints:
+            lines.append("  • (no data)")
+
+        lines.append("")
+        lines.append(paint("Most Active Users (query memberId)", "1;94", use_color))
+        if top_users:
+            for user, count in top_users:
+                lines.append(f"  • {user:<18} {count:>4} ({fmt_pct(count, total_requests)})")
+        if not top_users:
+            lines.append("  • (no data)")
+
+        lines.append("")
+        lines.append(paint("Busiest Minutes", "1;94", use_color))
+        if top_minutes:
+            for minute, count in top_minutes:
+                lines.append(f"  • {minute:<22} {count:>3}")
+        if not top_minutes:
+            lines.append("  • (no data)")
+
+        lines.append("")
+        lines.append(paint("Request Mix", "1;94", use_color))
+        method_line = ", ".join([f"{k}:{v}" for k, v in self.methods.most_common(3)]) or "(no data)"
+        event_line = ", ".join([f"{k}:{v}" for k, v in self.event_types.most_common(3)]) or "(no data)"
+        action_line = ", ".join([f"{k}:{v}" for k, v in self.actions.most_common(3)]) or "(no data)"
+        lines.append(f"  • Methods : {method_line}")
+        lines.append(f"  • Types   : {event_line}")
+        lines.append(f"  • Actions : {action_line}")
+
+        lines.append("")
+        lines.append(paint("Status Codes", "1;94", use_color))
+        if self.response_statuses:
+            status_total = sum(self.response_statuses.values())
+            for status, count in self.response_statuses.most_common(5):
+                state = "good" if status.startswith("2") else "bad"
+                status_label = good_bad_neutral(status, state, use_color)
+                lines.append(f"  • {status_label}: {count} ({fmt_pct(count, status_total)})")
+        if not self.response_statuses:
+            lines.append("  • (no data)")
+
+        return "\n".join(lines)
+
+
+def update_stats(stats: LogStats, row: dict[str, Any]) -> None:
+    timestamp = parse_iso(row.get("timestamp"))
+    stats.add_timestamp(timestamp)
+
+    request = row.get("request") or {}
+    response = row.get("response") or {}
+    body_parsed = request.get("bodyParsed") or {}
+    entity_parsed = request.get("entityParsed") or {}
+
+    method = first_non_empty(request.get("method"))
+    path = first_non_empty(request.get("path"))
+    endpoint_root = path.split("?", 1)[0]
+    status = first_non_empty(response.get("status"))
+
+    event_type = first_non_empty(
+        body_parsed.get("Type"),
+        request.get("summary", {}).get("type"),
+    )
+    action = first_non_empty(
+        body_parsed.get("Action"),
+        request.get("summary", {}).get("action"),
+        request.get("query", {}).get("params", {}).get("action"),
+    )
+    combo = f"{event_type}:{action}"
+
+    source_member = first_non_empty(
+        body_parsed.get("MemberId"),
+        request.get("summary", {}).get("memberId"),
+    )
+    actor_member = first_non_empty(
+        request.get("query", {}).get("params", {}).get("memberId"),
+        request.get("summary", {}).get("entityUpdatedBy"),
+    )
+    updated_by = first_non_empty(
+        entity_parsed.get("UpdatedBy"),
+        request.get("summary", {}).get("entityUpdatedBy"),
+    )
+    company_id = first_non_empty(body_parsed.get("CompanyId"), request.get("headers", {}).get("companyname"))
+
+    stats.methods[method] += 1
+    stats.paths[path] += 1
+    stats.endpoint_roots[endpoint_root] += 1
+    stats.response_statuses[status] += 1
+    stats.event_types[event_type] += 1
+    stats.actions[action] += 1
+    stats.type_action_combo[combo] += 1
+    stats.company_ids[company_id] += 1
+
+    stats.source_members[source_member] += 1
+    stats.actor_members[actor_member] += 1
+    stats.entity_updated_by[updated_by] += 1
+
+    if timestamp:
+        bucket = timestamp.astimezone(timezone.utc).strftime("%Y-%m-%d %H:00 UTC")
+        stats.endpoint_by_hour[endpoint_root][bucket] += 1
+
+
+def analyze_file(log_path: Path) -> LogStats:
+    stats = LogStats()
+
+    with log_path.open("r", encoding="utf-8") as handle:
+        for raw_line in handle:
+            line = raw_line.strip()
+            if not line:
+                continue
+
+            stats.total_rows += 1
+            try:
+                row = json.loads(line)
+            except json.JSONDecodeError:
+                stats.invalid_rows += 1
+                continue
+
+            stats.parsed_rows += 1
+            update_stats(stats, row)
+
+    return stats
+
+
+def main() -> None:
+    parser = argparse.ArgumentParser(
+        description="Analyze webhook JSONL logs by users, time, and request types."
+    )
+    parser.add_argument("log_file", help="Path to JSONL log file")
+    parser.add_argument("--top", type=int, default=10, help="Top N entries per section (default: 10)")
+    parser.add_argument(
+        "--busiest-minutes",
+        type=int,
+        default=5,
+        help="How many top minute buckets to show (default: 5)",
+    )
+    parser.add_argument(
+        "--no-color",
+        action="store_true",
+        help="Disable ANSI colors",
+    )
+    parser.add_argument(
+        "--endpoint-stream",
+        action="store_true",
+        help="Show chronological one-line summary per webhook, similar to live test webserver logs",
+    )
+    parser.add_argument(
+        "--max-path",
+        type=int,
+        default=18,
+        help="Max endpoint width in stream mode before truncation (default: 18)",
+    )
+    args = parser.parse_args()
+
+    log_path = Path(args.log_file)
+    if not log_path.exists() or not log_path.is_file():
+        raise SystemExit(f"Log file not found: {log_path}")
+
+    use_color = supports_color(not args.no_color)
+
+    if args.endpoint_stream:
+        print(endpoint_stream_summary(log_path, use_color=use_color, max_path=max(args.max_path, 10)))
+        return
+
+    stats = analyze_file(log_path)
+    print(
+        stats.summarize(
+            top_n=max(args.top, 1),
+            busiest_n=max(args.busiest_minutes, 1),
+            use_color=use_color,
+        )
+    )
+
+
+if __name__ == "__main__":
+    main()

debug-scripts/generate_log_report.py

@@ -0,0 +1,900 @@
+#!/usr/bin/env python3
+"""
+Generate a print-friendly PDF report from the latest test-webserver log file.
+
+Usage:
+    python3 generate_log_report.py [optional_log_file_path]
+
+If no path is given, the script finds the latest test-webserver-*.jsonl
+file in ../cw-api-logs/.
+"""
+
+import json
+import os
+import sys
+import glob
+from datetime import datetime, timezone
+from collections import Counter, defaultdict
+
+from reportlab.lib import colors
+from reportlab.lib.pagesizes import LETTER
+from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
+from reportlab.lib.units import inch
+from reportlab.lib.enums import TA_CENTER, TA_LEFT
+from reportlab.platypus import (
+    SimpleDocTemplate,
+    Paragraph,
+    Spacer,
+    Table,
+    TableStyle,
+    PageBreak,
+    HRFlowable,
+    KeepTogether,
+)
+from reportlab.graphics.shapes import Drawing, String
+from reportlab.graphics.charts.piecharts import Pie
+from reportlab.graphics.charts.barcharts import VerticalBarChart
+
+# ─── Print-friendly color palette ─────────────────────────────────────────────
+# Minimal ink: white backgrounds, thin borders, dark text, subtle accents
+HEADER_BG    = colors.HexColor("#2c3e50")   # Dark header (used sparingly)
+ACCENT       = colors.HexColor("#2980b9")   # Muted blue
+ACCENT_2     = colors.HexColor("#27ae60")   # Muted green
+ACCENT_3     = colors.HexColor("#8e44ad")   # Muted purple
+WHITE        = colors.white
+GRAY_50      = colors.HexColor("#fafafa")
+GRAY_100     = colors.HexColor("#f5f5f5")
+GRAY_200     = colors.HexColor("#e0e0e0")
+GRAY_400     = colors.HexColor("#bdbdbd")
+GRAY_600     = colors.HexColor("#757575")
+GRAY_800     = colors.HexColor("#424242")
+GRAY_900     = colors.HexColor("#212121")
+
+# Pie/chart fills — muted, distinguishable in B&W too
+PIE_COLORS = [
+    colors.HexColor("#5b9bd5"),  # steel blue
+    colors.HexColor("#ed7d31"),  # soft orange
+    colors.HexColor("#a5a5a5"),  # gray
+    colors.HexColor("#ffc000"),  # amber
+    colors.HexColor("#70ad47"),  # olive green
+    colors.HexColor("#4472c4"),  # darker blue
+    colors.HexColor("#c55a11"),  # brown
+    colors.HexColor("#7030a0"),  # purple
+]
+
+# ─── Helpers ──────────────────────────────────────────────────────────────────
+
+def find_latest_log(base_dir):
+    pattern = os.path.join(base_dir, "test-webserver-*.jsonl")
+    files = sorted(glob.glob(pattern))
+    if not files:
+        raise FileNotFoundError(f"No test-webserver log files found in {base_dir}")
+    return files[-1]
+
+
+def parse_log(path):
+    entries = []
+    with open(path, "r") as f:
+        for line in f:
+            line = line.strip()
+            if not line:
+                continue
+            try:
+                entries.append(json.loads(line))
+            except json.JSONDecodeError:
+                continue
+    return entries
+
+
+def fmt_ts(iso_str):
+    try:
+        dt = datetime.fromisoformat(iso_str.replace("Z", "+00:00"))
+        return dt.strftime("%Y-%m-%d %H:%M:%S UTC")
+    except Exception:
+        return str(iso_str)
+
+
+def duration_str(seconds):
+    if seconds < 60:
+        return f"{seconds:.1f}s"
+    minutes = seconds / 60
+    if minutes < 60:
+        return f"{minutes:.1f}m"
+    hours = minutes / 60
+    return f"{hours:.1f}h"
+
+
+def truncate(s, max_len=50):
+    s = str(s)
+    return s if len(s) <= max_len else s[: max_len - 3] + "..."
+
+
+def resolve_actor(entry):
+    """
+    Derive the actor exactly like testWebserver.ts does:
+      entityUpdatedBy ?? query.params.memberId ?? summary.memberId ?? "-"
+    The summary is already stored in request.summary in the log.
+    """
+    req = entry.get("request", {})
+    summary = req.get("summary") or {}
+    query = req.get("query") or {}
+    params = query.get("params") or {}
+
+    return str(
+        summary.get("entityUpdatedBy")
+        or params.get("memberId")
+        or summary.get("memberId")
+        or "-"
+    )
+
+
+# ─── Analysis ─────────────────────────────────────────────────────────────────
+
+def analyze(entries):
+    stats = {}
+
+    timestamps = []
+    for e in entries:
+        ts = e.get("timestamp")
+        if ts:
+            try:
+                timestamps.append(datetime.fromisoformat(ts.replace("Z", "+00:00")))
+            except Exception:
+                pass
+
+    timestamps.sort()
+    stats["total_entries"] = len(entries)
+    stats["first_ts"] = timestamps[0] if timestamps else None
+    stats["last_ts"] = timestamps[-1] if timestamps else None
+    stats["duration_seconds"] = (
+        (timestamps[-1] - timestamps[0]).total_seconds() if len(timestamps) >= 2 else 0
+    )
+
+    # Global counters
+    methods = Counter()
+    paths = Counter()
+    statuses = Counter()
+    actions = Counter()
+    types = Counter()
+    actors = Counter()
+    companies = Counter()
+    entity_ids = set()
+    stages = Counter()
+    ratings = Counter()
+    hourly_buckets = Counter()
+    minute_buckets = Counter()
+
+    for e in entries:
+        req = e.get("request", {})
+        resp = e.get("response", {})
+        bp = req.get("bodyParsed") or {}
+        entity = req.get("entityParsed") or bp.get("Entity") or {}
+
+        methods[req.get("method", "?")] += 1
+        raw_path = req.get("path", "?").split("?")[0]
+        paths[raw_path] += 1
+        statuses[resp.get("status", "?")] += 1
+        actions[bp.get("Action", "?")] += 1
+        types[bp.get("Type", "?")] += 1
+
+        actor = resolve_actor(e)
+        actors[actor] += 1
+
+        if isinstance(entity, dict):
+            cn = entity.get("CompanyName")
+            if cn:
+                companies[cn] += 1
+            eid = entity.get("Id")
+            if eid is not None:
+                entity_ids.add(eid)
+            stage = entity.get("StageName")
+            if stage:
+                stages[stage] += 1
+            rating = entity.get("Rating")
+            if rating:
+                ratings[rating] += 1
+
+        ts_str = e.get("timestamp")
+        if ts_str:
+            try:
+                dt = datetime.fromisoformat(ts_str.replace("Z", "+00:00"))
+                hourly_buckets[dt.strftime("%H:00")] += 1
+                minute_buckets[dt.strftime("%H:%M")] += 1
+            except Exception:
+                pass
+
+    # ── Per-actor deep stats ──
+    actor_details = defaultdict(lambda: {
+        "count": 0,
+        "actions": Counter(),
+        "types": Counter(),
+        "companies": Counter(),
+        "entity_ids": set(),
+        "stages": Counter(),
+        "ratings": Counter(),
+        "timestamps": [],
+        "statuses": Counter(),
+        "paths": Counter(),
+        "member_ids": Counter(),
+        "sales_reps": Counter(),
+        "total_estimated": 0.0,
+    })
+
+    for e in entries:
+        req = e.get("request", {})
+        resp = e.get("response", {})
+        bp = req.get("bodyParsed") or {}
+        entity = req.get("entityParsed") or bp.get("Entity") or {}
+        summary = req.get("summary") or {}
+
+        actor = resolve_actor(e)
+        ad = actor_details[actor]
+        ad["count"] += 1
+        ad["actions"][bp.get("Action", "?")] += 1
+        ad["types"][bp.get("Type", "?")] += 1
+        ad["statuses"][resp.get("status", "?")] += 1
+        raw_path = req.get("path", "?").split("?")[0]
+        ad["paths"][raw_path] += 1
+
+        # Track which MemberIds triggered callbacks for this actor
+        mid = bp.get("MemberId")
+        if mid:
+            ad["member_ids"][mid] += 1
+
+        ts_str = e.get("timestamp")
+        if ts_str:
+            try:
+                ad["timestamps"].append(datetime.fromisoformat(ts_str.replace("Z", "+00:00")))
+            except Exception:
+                pass
+
+        if isinstance(entity, dict):
+            cn = entity.get("CompanyName")
+            if cn:
+                ad["companies"][cn] += 1
+            eid = entity.get("Id")
+            if eid is not None:
+                ad["entity_ids"].add(eid)
+            stage = entity.get("StageName")
+            if stage:
+                ad["stages"][stage] += 1
+            rating = entity.get("Rating")
+            if rating:
+                ad["ratings"][rating] += 1
+            et = entity.get("EstimatedTotal")
+            if et is not None:
+                ad["total_estimated"] += float(et)
+            pr = entity.get("PrimarySalesRep")
+            if pr:
+                ad["sales_reps"][pr] += 1
+
+    # Compute per-actor derived stats
+    for aid, ad in actor_details.items():
+        ad["timestamps"].sort()
+        if len(ad["timestamps"]) >= 2:
+            dur = (ad["timestamps"][-1] - ad["timestamps"][0]).total_seconds()
+            ad["duration_seconds"] = dur
+            ad["events_per_minute"] = ad["count"] / (dur / 60) if dur > 0 else ad["count"]
+        else:
+            ad["duration_seconds"] = 0
+            ad["events_per_minute"] = ad["count"]
+        ad["first_ts"] = ad["timestamps"][0] if ad["timestamps"] else None
+        ad["last_ts"] = ad["timestamps"][-1] if ad["timestamps"] else None
+
+    stats["actor_details"] = dict(actor_details)
+    stats["methods"] = methods
+    stats["paths"] = paths
+    stats["statuses"] = statuses
+    stats["actions"] = actions
+    stats["types"] = types
+    stats["actors"] = actors
+    stats["companies"] = companies
+    stats["entity_ids"] = entity_ids
+    stats["stages"] = stages
+    stats["ratings"] = ratings
+    stats["hourly_buckets"] = hourly_buckets
+    stats["minute_buckets"] = minute_buckets
+
+    if stats["duration_seconds"] > 0:
+        stats["events_per_minute"] = len(entries) / (stats["duration_seconds"] / 60)
+    else:
+        stats["events_per_minute"] = len(entries)
+
+    return stats
+
+
+# ─── PDF building ─────────────────────────────────────────────────────────────
+
+def build_styles():
+    ss = getSampleStyleSheet()
+    ss.add(ParagraphStyle(
+        "ReportTitle", parent=ss["Title"], fontSize=24, textColor=WHITE,
+        spaceAfter=4, fontName="Helvetica-Bold", alignment=TA_CENTER,
+    ))
+    ss.add(ParagraphStyle(
+        "ReportSubtitle", parent=ss["Normal"], fontSize=11, textColor=GRAY_400,
+        spaceAfter=2, fontName="Helvetica", alignment=TA_CENTER,
+    ))
+    ss.add(ParagraphStyle(
+        "SectionHeader", parent=ss["Heading1"], fontSize=16, textColor=GRAY_900,
+        spaceBefore=14, spaceAfter=6, fontName="Helvetica-Bold",
+    ))
+    ss.add(ParagraphStyle(
+        "SubHeader", parent=ss["Heading2"], fontSize=12, textColor=GRAY_800,
+        spaceBefore=10, spaceAfter=4, fontName="Helvetica-Bold",
+    ))
+    ss.add(ParagraphStyle(
+        "BodyText2", parent=ss["Normal"], fontSize=9, textColor=GRAY_800,
+        spaceAfter=3, fontName="Helvetica", leading=13,
+    ))
+    ss.add(ParagraphStyle(
+        "SmallGray", parent=ss["Normal"], fontSize=8, textColor=GRAY_600,
+        spaceAfter=2, fontName="Helvetica",
+    ))
+    ss.add(ParagraphStyle(
+        "KPIValue", parent=ss["Normal"], fontSize=20, textColor=GRAY_900,
+        fontName="Helvetica-Bold", alignment=TA_CENTER, leading=24,
+    ))
+    ss.add(ParagraphStyle(
+        "KPILabel", parent=ss["Normal"], fontSize=8, textColor=GRAY_600,
+        fontName="Helvetica", alignment=TA_CENTER, spaceAfter=2,
+    ))
+    ss.add(ParagraphStyle(
+        "BannerText", parent=ss["Normal"], fontSize=9, textColor=WHITE,
+        fontName="Helvetica-Bold", spaceAfter=1,
+    ))
+    return ss
+
+
+def make_header_banner(ss, log_path, stats):
+    elements = []
+    fname = os.path.basename(log_path)
+    banner_data = [[
+        Paragraph("Webhook Log Report", ss["ReportTitle"]),
+    ], [
+        Paragraph(fname, ss["ReportSubtitle"]),
+    ], [
+        Paragraph(
+            f"Generated {datetime.now(timezone.utc).strftime('%Y-%m-%d %H:%M UTC')}",
+            ss["ReportSubtitle"],
+        ),
+    ]]
+    banner = Table(banner_data, colWidths=[7.0 * inch])
+    banner.setStyle(TableStyle([
+        ("BACKGROUND", (0, 0), (-1, -1), HEADER_BG),
+        ("ALIGN", (0, 0), (-1, -1), "CENTER"),
+        ("TOPPADDING", (0, 0), (0, 0), 20),
+        ("BOTTOMPADDING", (0, -1), (-1, -1), 16),
+        ("LEFTPADDING", (0, 0), (-1, -1), 20),
+        ("RIGHTPADDING", (0, 0), (-1, -1), 20),
+    ]))
+    elements.append(banner)
+    elements.append(Spacer(1, 14))
+    return elements
+
+
+def make_kpi_card(label, value):
+    ss = build_styles()
+    card_data = [[
+        Paragraph(str(value), ss["KPIValue"]),
+    ], [
+        Paragraph(label, ss["KPILabel"]),
+    ]]
+    card = Table(card_data, colWidths=[1.6 * inch], rowHeights=[28, 16])
+    card.setStyle(TableStyle([
+        ("BACKGROUND", (0, 0), (-1, -1), GRAY_100),
+        ("ALIGN", (0, 0), (-1, -1), "CENTER"),
+        ("VALIGN", (0, 0), (-1, -1), "MIDDLE"),
+        ("TOPPADDING", (0, 0), (-1, -1), 6),
+        ("BOTTOMPADDING", (0, 0), (-1, -1), 4),
+        ("BOX", (0, 0), (-1, -1), 0.5, GRAY_200),
+    ]))
+    return card
+
+
+def make_kpi_row(cards_data):
+    cards = [make_kpi_card(label, value) for label, value in cards_data]
+    row = Table([cards], colWidths=[1.75 * inch] * len(cards))
+    row.setStyle(TableStyle([
+        ("ALIGN", (0, 0), (-1, -1), "CENTER"),
+        ("VALIGN", (0, 0), (-1, -1), "TOP"),
+    ]))
+    return row
+
+
+def make_table(title, counter, ss, max_rows=15):
+    """Generic table from a Counter — light styling for print."""
+    elements = []
+    elements.append(Paragraph(title, ss["SubHeader"]))
+
+    items = counter.most_common(max_rows)
+    if not items:
+        elements.append(Paragraph("<i>No data</i>", ss["BodyText2"]))
+        return elements
+
+    total = sum(counter.values())
+    header = ["Item", "Count", "%"]
+    rows = [header]
+    for name, count in items:
+        pct = (count / total * 100) if total else 0
+        rows.append([truncate(str(name), 45), f"{count:,}", f"{pct:.1f}%"])
+
+    t = Table(rows, colWidths=[3.6 * inch, 1.0 * inch, 0.8 * inch])
+    t.setStyle(TableStyle([
+        ("BACKGROUND", (0, 0), (-1, 0), GRAY_800),
+        ("TEXTCOLOR", (0, 0), (-1, 0), WHITE),
+        ("FONTNAME", (0, 0), (-1, 0), "Helvetica-Bold"),
+        ("FONTSIZE", (0, 0), (-1, 0), 9),
+        ("FONTSIZE", (0, 1), (-1, -1), 9),
+        ("FONTNAME", (0, 1), (-1, -1), "Helvetica"),
+        ("BOTTOMPADDING", (0, 0), (-1, 0), 6),
+        ("TOPPADDING", (0, 0), (-1, 0), 6),
+        ("GRID", (0, 0), (-1, -1), 0.4, GRAY_200),
+        ("ROWBACKGROUNDS", (0, 1), (-1, -1), [WHITE, GRAY_50]),
+        ("ALIGN", (1, 0), (2, -1), "CENTER"),
+        ("VALIGN", (0, 0), (-1, -1), "MIDDLE"),
+        ("LEFTPADDING", (0, 0), (-1, -1), 8),
+        ("RIGHTPADDING", (0, 0), (-1, -1), 8),
+        ("TOPPADDING", (0, 1), (-1, -1), 3),
+        ("BOTTOMPADDING", (0, 1), (-1, -1), 3),
+    ]))
+    elements.append(t)
+    return elements
+
+
+def make_pie_chart(title, counter, width=280, height=190):
+    items = counter.most_common(8)
+    if not items:
+        return Spacer(1, 1)
+
+    d = Drawing(width, height)
+    d.add(String(width / 2, height - 12, title,
+                 fontSize=10, fontName="Helvetica-Bold",
+                 fillColor=GRAY_900, textAnchor="middle"))
+
+    pie = Pie()
+    pie.x = 50
+    pie.y = 10
+    pie.width = 110
+    pie.height = 110
+    pie.data = [v for _, v in items]
+    pie.labels = [truncate(str(k), 18) for k, _ in items]
+    pie.sideLabels = True
+    pie.slices.strokeWidth = 0.5
+    pie.slices.strokeColor = WHITE
+
+    for i in range(len(items)):
+        pie.slices[i].fillColor = PIE_COLORS[i % len(PIE_COLORS)]
+        pie.slices[i].fontName = "Helvetica"
+        pie.slices[i].fontSize = 7
+        pie.slices[i].labelRadius = 1.35
+
+    d.add(pie)
+    return d
+
+
+def make_timeline_chart(minute_buckets, width=500, height=150):
+    if not minute_buckets:
+        return Spacer(1, 1)
+
+    sorted_keys = sorted(minute_buckets.keys())
+    if len(sorted_keys) > 40:
+        step = max(1, len(sorted_keys) // 40)
+        sampled_keys = sorted_keys[::step]
+    else:
+        sampled_keys = sorted_keys
+
+    values = [minute_buckets[k] for k in sampled_keys]
+
+    d = Drawing(width, height)
+    d.add(String(width / 2, height - 10, "Event Timeline (by minute)",
+                 fontSize=10, fontName="Helvetica-Bold",
+                 fillColor=GRAY_900, textAnchor="middle"))
+
+    chart = VerticalBarChart()
+    chart.x = 50
+    chart.y = 25
+    chart.width = width - 80
+    chart.height = height - 50
+    chart.data = [values]
+    chart.categoryAxis.categoryNames = sampled_keys
+    chart.categoryAxis.labels.angle = 45
+    chart.categoryAxis.labels.fontSize = 6
+    chart.categoryAxis.labels.fontName = "Helvetica"
+    chart.categoryAxis.labels.dy = -5
+    chart.valueAxis.labels.fontSize = 7
+    chart.valueAxis.labels.fontName = "Helvetica"
+    chart.valueAxis.valueMin = 0
+    chart.bars[0].fillColor = GRAY_600
+    chart.bars[0].strokeColor = None
+    chart.barWidth = max(2, int((width - 100) / len(values) * 0.7))
+
+    d.add(chart)
+    return d
+
+
+def build_actor_activity_section(stats, ss):
+    """Per-actor deep-dive. Actor = entityUpdatedBy ?? query.memberId ?? summary.memberId."""
+    elements = []
+    elements.append(PageBreak())
+    elements.append(Paragraph("Actor Activity Deep Dive", ss["SectionHeader"]))
+    elements.append(HRFlowable(width="100%", thickness=1, color=GRAY_400, spaceAfter=4))
+    elements.append(Paragraph(
+        'The <b>actor</b> is resolved as: <i>entityUpdatedBy → query.memberId → summary.memberId</i>. '
+        'This is the person or system that caused the change in ConnectWise.',
+        ss["SmallGray"],
+    ))
+    elements.append(Spacer(1, 10))
+
+    actor_details = stats.get("actor_details", {})
+    if not actor_details:
+        elements.append(Paragraph("<i>No actor data available.</i>", ss["BodyText2"]))
+        return elements
+
+    sorted_actors = sorted(actor_details.items(), key=lambda x: -x[1]["count"])
+
+    # Actor distribution pie chart
+    actor_counter = Counter({aid: ad["count"] for aid, ad in sorted_actors})
+    elements.append(make_pie_chart("Events by Actor", actor_counter, width=350, height=210))
+    elements.append(Spacer(1, 10))
+
+    for idx, (aid, ad) in enumerate(sorted_actors):
+        # Actor header — slim dark bar
+        banner_data = [[
+            Paragraph(
+                f'<font size="12"><b>{aid}</b></font>'
+                f'&nbsp;&nbsp;&nbsp;'
+                f'<font size="9" color="#cccccc">{ad["count"]:,} events</font>',
+                ss["BannerText"],
+            ),
+        ]]
+        banner = Table(banner_data, colWidths=[7.0 * inch])
+        banner.setStyle(TableStyle([
+            ("BACKGROUND", (0, 0), (-1, -1), HEADER_BG),
+            ("TOPPADDING", (0, 0), (-1, -1), 7),
+            ("BOTTOMPADDING", (0, 0), (-1, -1), 7),
+            ("LEFTPADDING", (0, 0), (-1, -1), 12),
+        ]))
+        elements.append(banner)
+
+        # KPI row
+        kpi = make_kpi_row([
+            ("Events", f"{ad['count']:,}"),
+            ("Entities", f"{len(ad['entity_ids']):,}"),
+            ("Companies", f"{len(ad['companies']):,}"),
+            ("Evts/Min", f"{ad['events_per_minute']:.1f}"),
+        ])
+        elements.append(kpi)
+        elements.append(Spacer(1, 4))
+
+        # Info grid
+        first_str = ad["first_ts"].strftime("%Y-%m-%d %H:%M:%S") if ad["first_ts"] else "—"
+        last_str = ad["last_ts"].strftime("%Y-%m-%d %H:%M:%S") if ad["last_ts"] else "—"
+        dur = duration_str(ad["duration_seconds"])
+        est = ad["total_estimated"]
+
+        mid_str = ", ".join(f"{k} ({v})" for k, v in ad["member_ids"].most_common(5)) if ad["member_ids"] else "—"
+        sr_str = ", ".join(f"{k} ({v})" for k, v in ad["sales_reps"].most_common(5)) if ad["sales_reps"] else "—"
+
+        info_rows = [
+            [
+                Paragraph('<font color="#757575">First Event</font>', ss["BodyText2"]),
+                Paragraph(f'<b>{first_str}</b>', ss["BodyText2"]),
+                Paragraph('<font color="#757575">Last Event</font>', ss["BodyText2"]),
+                Paragraph(f'<b>{last_str}</b>', ss["BodyText2"]),
+            ],
+            [
+                Paragraph('<font color="#757575">Active Duration</font>', ss["BodyText2"]),
+                Paragraph(f'<b>{dur}</b>', ss["BodyText2"]),
+                Paragraph('<font color="#757575">Total Est. Value</font>', ss["BodyText2"]),
+                Paragraph(f'<b>${est:,.2f}</b>', ss["BodyText2"]),
+            ],
+            [
+                Paragraph('<font color="#757575">Callback Members</font>', ss["BodyText2"]),
+                Paragraph(f'{truncate(mid_str, 40)}', ss["BodyText2"]),
+                Paragraph('<font color="#757575">Sales Reps</font>', ss["BodyText2"]),
+                Paragraph(f'{truncate(sr_str, 40)}', ss["BodyText2"]),
+            ],
+        ]
+        info_table = Table(info_rows, colWidths=[1.3 * inch, 2.1 * inch, 1.3 * inch, 2.1 * inch])
+        info_table.setStyle(TableStyle([
+            ("BACKGROUND", (0, 0), (-1, -1), GRAY_50),
+            ("TOPPADDING", (0, 0), (-1, -1), 4),
+            ("BOTTOMPADDING", (0, 0), (-1, -1), 4),
+            ("LEFTPADDING", (0, 0), (-1, -1), 8),
+            ("GRID", (0, 0), (-1, -1), 0.3, GRAY_200),
+        ]))
+        elements.append(info_table)
+        elements.append(Spacer(1, 6))
+
+        # Breakdown tables
+        if ad["types"]:
+            elements.extend(make_table(f"{aid} — Entity Types", ad["types"], ss, max_rows=8))
+            elements.append(Spacer(1, 6))
+
+        if ad["companies"]:
+            elements.extend(make_table(f"{aid} — Companies", ad["companies"], ss, max_rows=10))
+            elements.append(Spacer(1, 6))
+
+        if ad["stages"]:
+            elements.extend(make_table(f"{aid} — Stages", ad["stages"], ss, max_rows=8))
+            elements.append(Spacer(1, 6))
+
+        if ad["ratings"]:
+            elements.extend(make_table(f"{aid} — Ratings", ad["ratings"], ss, max_rows=8))
+            elements.append(Spacer(1, 6))
+
+        # Entity IDs
+        if ad["entity_ids"]:
+            id_list = sorted(ad["entity_ids"])
+            id_str = ", ".join(str(i) for i in id_list[:30])
+            if len(id_list) > 30:
+                id_str += f" ... (+{len(id_list) - 30} more)"
+            elements.append(Paragraph(f"{aid} — Entity IDs Touched", ss["SubHeader"]))
+            elements.append(Paragraph(f'<font size="8">{id_str}</font>', ss["BodyText2"]))
+            elements.append(Spacer(1, 6))
+
+        # Divider
+        if idx < len(sorted_actors) - 1:
+            elements.append(Spacer(1, 4))
+            elements.append(HRFlowable(width="100%", thickness=0.5, color=GRAY_200, spaceAfter=4))
+            elements.append(Spacer(1, 4))
+
+    return elements
+
+
+def build_summary_log_table(entries, ss, max_rows=30):
+    elements = []
+    elements.append(PageBreak())
+    elements.append(Paragraph("Event Summary", ss["SectionHeader"]))
+    elements.append(HRFlowable(width="100%", thickness=1, color=GRAY_400, spaceAfter=6))
+    elements.append(Paragraph(
+        f"Aggregated view of {len(entries):,} webhook events — grouped by entity.",
+        ss["SmallGray"],
+    ))
+    elements.append(Spacer(1, 8))
+
+    entity_groups = defaultdict(lambda: {
+        "count": 0, "name": "—", "company": "—",
+        "actions": Counter(), "actors": set(),
+        "est_total": None,
+    })
+
+    for e in entries:
+        req = e.get("request", {})
+        bp = req.get("bodyParsed") or {}
+        entity = req.get("entityParsed") or bp.get("Entity") or {}
+        if not isinstance(entity, dict):
+            continue
+        eid = entity.get("Id")
+        if eid is None:
+            continue
+
+        eg = entity_groups[eid]
+        eg["count"] += 1
+        eg["name"] = entity.get("OpportunityName") or entity.get("CompanyName") or eg["name"]
+        eg["company"] = entity.get("CompanyName") or eg["company"]
+        eg["actions"][bp.get("Action", "?")] += 1
+        actor = resolve_actor(e)
+        eg["actors"].add(actor)
+        et = entity.get("EstimatedTotal")
+        if et is not None:
+            eg["est_total"] = et
+
+    sorted_entities = sorted(entity_groups.items(), key=lambda x: -x[1]["count"])
+
+    header = ["ID", "Entity Name", "Company", "Events", "Actions", "Actors", "Est. Total"]
+    rows = [header]
+
+    for eid, eg in sorted_entities[:max_rows]:
+        actions_str = ", ".join(f"{a}({c})" for a, c in eg["actions"].most_common(3))
+        actors_str = ", ".join(sorted(eg["actors"]))
+        total_str = f"${eg['est_total']:,.2f}" if eg["est_total"] is not None else "—"
+        rows.append([
+            str(eid),
+            truncate(eg["name"], 28),
+            truncate(eg["company"], 18),
+            f"{eg['count']:,}",
+            truncate(actions_str, 24),
+            truncate(actors_str, 18),
+            total_str,
+        ])
+
+    t = Table(rows, colWidths=[0.45 * inch, 1.7 * inch, 1.1 * inch, 0.55 * inch, 1.2 * inch, 1.0 * inch, 0.8 * inch])
+    t.setStyle(TableStyle([
+        ("BACKGROUND", (0, 0), (-1, 0), GRAY_800),
+        ("TEXTCOLOR", (0, 0), (-1, 0), WHITE),
+        ("FONTNAME", (0, 0), (-1, 0), "Helvetica-Bold"),
+        ("FONTSIZE", (0, 0), (-1, 0), 8),
+        ("FONTSIZE", (0, 1), (-1, -1), 8),
+        ("FONTNAME", (0, 1), (-1, -1), "Helvetica"),
+        ("GRID", (0, 0), (-1, -1), 0.3, GRAY_200),
+        ("ROWBACKGROUNDS", (0, 1), (-1, -1), [WHITE, GRAY_50]),
+        ("ALIGN", (0, 0), (0, -1), "CENTER"),
+        ("ALIGN", (3, 0), (3, -1), "CENTER"),
+        ("VALIGN", (0, 0), (-1, -1), "MIDDLE"),
+        ("LEFTPADDING", (0, 0), (-1, -1), 5),
+        ("RIGHTPADDING", (0, 0), (-1, -1), 5),
+        ("TOPPADDING", (0, 1), (-1, -1), 2),
+        ("BOTTOMPADDING", (0, 1), (-1, -1), 2),
+    ]))
+    elements.append(t)
+
+    if len(sorted_entities) > max_rows:
+        elements.append(Spacer(1, 4))
+        elements.append(Paragraph(
+            f'Showing top {max_rows} of {len(sorted_entities)} entities.',
+            ss["SmallGray"],
+        ))
+
+    return elements
+
+
+def add_page_number(canvas, doc):
+    canvas.saveState()
+    canvas.setFillColor(GRAY_800)
+    canvas.rect(0, 0, LETTER[0], 22, fill=1, stroke=0)
+    canvas.setFillColor(WHITE)
+    canvas.setFont("Helvetica", 7)
+    canvas.drawCentredString(LETTER[0] / 2, 8, f"Page {doc.page}")
+    canvas.setFillColor(GRAY_400)
+    canvas.setFont("Helvetica", 7)
+    canvas.drawString(30, 8, "Optima API · Webhook Log Report")
+    canvas.drawRightString(LETTER[0] - 30, 8, datetime.now(timezone.utc).strftime("%Y-%m-%d"))
+    canvas.restoreState()
+
+
+# ─── Main ─────────────────────────────────────────────────────────────────────
+
+def main():
+    script_dir = os.path.dirname(os.path.abspath(__file__))
+    log_dir = os.path.join(script_dir, "..", "cw-api-logs")
+
+    if len(sys.argv) > 1:
+        log_path = sys.argv[1]
+    else:
+        log_path = find_latest_log(log_dir)
+
+    print(f"📄 Reading log: {log_path}")
+    entries = parse_log(log_path)
+    print(f"   → {len(entries)} entries parsed")
+
+    stats = analyze(entries)
+    ss = build_styles()
+
+    log_basename = os.path.splitext(os.path.basename(log_path))[0]
+    out_path = os.path.join(script_dir, "..", "cw-api-logs", f"{log_basename}-report.pdf")
+
+    doc = SimpleDocTemplate(
+        out_path,
+        pagesize=LETTER,
+        leftMargin=0.6 * inch,
+        rightMargin=0.6 * inch,
+        topMargin=0.5 * inch,
+        bottomMargin=0.5 * inch,
+    )
+
+    elements = []
+
+    # ── Title Banner ──
+    elements.extend(make_header_banner(ss, log_path, stats))
+
+    # ── Overview ──
+    elements.append(Paragraph("Overview", ss["SectionHeader"]))
+    elements.append(HRFlowable(width="100%", thickness=1, color=GRAY_400, spaceAfter=10))
+
+    elements.append(make_kpi_row([
+        ("Total Events", f"{stats['total_entries']:,}"),
+        ("Unique Entities", f"{len(stats['entity_ids']):,}"),
+        ("Companies", f"{len(stats['companies']):,}"),
+        ("Duration", duration_str(stats["duration_seconds"])),
+    ]))
+    elements.append(Spacer(1, 8))
+    elements.append(make_kpi_row([
+        ("Events / Min", f"{stats['events_per_minute']:.1f}"),
+        ("HTTP Methods", f"{len(stats['methods']):,}"),
+        ("Action Types", f"{len(stats['actions']):,}"),
+        ("Actors", f"{len(stats['actors']):,}"),
+    ]))
+    elements.append(Spacer(1, 12))
+
+    # Time range
+    if stats["first_ts"] and stats["last_ts"]:
+        info = [
+            [
+                Paragraph('<font color="#757575">First Event</font>', ss["BodyText2"]),
+                Paragraph(f'<b>{stats["first_ts"].strftime("%Y-%m-%d %H:%M:%S UTC")}</b>', ss["BodyText2"]),
+                Paragraph('<font color="#757575">Last Event</font>', ss["BodyText2"]),
+                Paragraph(f'<b>{stats["last_ts"].strftime("%Y-%m-%d %H:%M:%S UTC")}</b>', ss["BodyText2"]),
+            ]
+        ]
+        ti = Table(info, colWidths=[1.2 * inch, 2.4 * inch, 1.2 * inch, 2.4 * inch])
+        ti.setStyle(TableStyle([
+            ("BACKGROUND", (0, 0), (-1, -1), GRAY_50),
+            ("TOPPADDING", (0, 0), (-1, -1), 5),
+            ("BOTTOMPADDING", (0, 0), (-1, -1), 5),
+            ("LEFTPADDING", (0, 0), (-1, -1), 8),
+            ("BOX", (0, 0), (-1, -1), 0.4, GRAY_200),
+        ]))
+        elements.append(ti)
+        elements.append(Spacer(1, 14))
+
+    # ── Charts ──
+    elements.append(Paragraph("Visual Breakdown", ss["SectionHeader"]))
+    elements.append(HRFlowable(width="100%", thickness=1, color=GRAY_400, spaceAfter=10))
+
+    elements.append(make_timeline_chart(stats["minute_buckets"]))
+    elements.append(Spacer(1, 12))
+
+    pie_row = [[
+        make_pie_chart("By Action", stats["actions"]),
+        make_pie_chart("By Type", stats["types"]),
+    ]]
+    pt = Table(pie_row, colWidths=[3.5 * inch, 3.5 * inch])
+    pt.setStyle(TableStyle([
+        ("ALIGN", (0, 0), (-1, -1), "CENTER"),
+        ("VALIGN", (0, 0), (-1, -1), "TOP"),
+    ]))
+    elements.append(pt)
+    elements.append(Spacer(1, 6))
+
+    if len(stats["stages"]) > 1 or len(stats["ratings"]) > 1:
+        pie_row2 = [[
+            make_pie_chart("By Stage", stats["stages"]),
+            make_pie_chart("By Rating", stats["ratings"]),
+        ]]
+        pt2 = Table(pie_row2, colWidths=[3.5 * inch, 3.5 * inch])
+        pt2.setStyle(TableStyle([
+            ("ALIGN", (0, 0), (-1, -1), "CENTER"),
+            ("VALIGN", (0, 0), (-1, -1), "TOP"),
+        ]))
+        elements.append(pt2)
+
+    # Actor pie chart
+    elements.append(Spacer(1, 6))
+    elements.append(make_pie_chart("By Actor", stats["actors"], width=350, height=210))
+
+    # ── General Information ──
+    elements.append(PageBreak())
+    elements.append(Paragraph("General Information", ss["SectionHeader"]))
+    elements.append(HRFlowable(width="100%", thickness=1, color=GRAY_400, spaceAfter=10))
+
+    elements.extend(make_table("Response Status Codes", stats["statuses"], ss))
+    elements.append(Spacer(1, 10))
+    elements.extend(make_table("HTTP Methods", stats["methods"], ss))
+    elements.append(Spacer(1, 10))
+    elements.extend(make_table("Webhook Actions", stats["actions"], ss))
+    elements.append(Spacer(1, 10))
+    elements.extend(make_table("Entity Types", stats["types"], ss))
+    elements.append(Spacer(1, 10))
+    elements.extend(make_table("Request Paths", stats["paths"], ss))
+    elements.append(Spacer(1, 10))
+    elements.extend(make_table("Actors", stats["actors"], ss))
+    elements.append(Spacer(1, 10))
+
+    if stats["companies"]:
+        elements.extend(make_table("Companies", stats["companies"], ss))
+        elements.append(Spacer(1, 10))
+    if stats["stages"]:
+        elements.extend(make_table("Opportunity Stages", stats["stages"], ss))
+        elements.append(Spacer(1, 10))
+    if stats["ratings"]:
+        elements.extend(make_table("Opportunity Ratings", stats["ratings"], ss))
+        elements.append(Spacer(1, 10))
+
+    elements.extend(make_table("Hourly Distribution", stats["hourly_buckets"], ss))
+
+    # ── Actor Deep Dive ──
+    elements.extend(build_actor_activity_section(stats, ss))
+
+    # ── Entity Summary ──
+    elements.extend(build_summary_log_table(entries, ss, max_rows=30))
+
+    # Build
+    doc.build(elements, onFirstPage=add_page_number, onLaterPages=add_page_number)
+    print(f"✅ Report generated: {out_path}")
+    print(f"   File size: {os.path.getsize(out_path) / 1024:.1f} KB")
+
+
+if __name__ == "__main__":
+    main()

generated/prisma/browser.ts

@@ -67,3 +67,8 @@ export type SecureValue = Prisma.SecureValueModel
  * 
  */
 export type Credential = Prisma.CredentialModel
+/**
+ * Model GeneratedQuotes
+ * 
+ */
+export type GeneratedQuotes = Prisma.GeneratedQuotesModel

generated/prisma/client.ts

@@ -89,3 +89,8 @@ export type SecureValue = Prisma.SecureValueModel
  * 
  */
 export type Credential = Prisma.CredentialModel
+/**
+ * Model GeneratedQuotes
+ * 
+ */
+export type GeneratedQuotes = Prisma.GeneratedQuotesModel

generated/prisma/commonInputTypes.ts

@@ -280,6 +280,23 @@ export type JsonWithAggregatesFilterBase<$PrismaModel = never> = {
   _max?: Prisma.NestedJsonFilter<$PrismaModel>
 }
 
+export type BytesFilter<$PrismaModel = never> = {
+  equals?: runtime.Bytes | Prisma.BytesFieldRefInput<$PrismaModel>
+  in?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  notIn?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  not?: Prisma.NestedBytesFilter<$PrismaModel> | runtime.Bytes
+}
+
+export type BytesWithAggregatesFilter<$PrismaModel = never> = {
+  equals?: runtime.Bytes | Prisma.BytesFieldRefInput<$PrismaModel>
+  in?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  notIn?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  not?: Prisma.NestedBytesWithAggregatesFilter<$PrismaModel> | runtime.Bytes
+  _count?: Prisma.NestedIntFilter<$PrismaModel>
+  _min?: Prisma.NestedBytesFilter<$PrismaModel>
+  _max?: Prisma.NestedBytesFilter<$PrismaModel>
+}
+
 export type NestedStringFilter<$PrismaModel = never> = {
   equals?: string | Prisma.StringFieldRefInput<$PrismaModel>
   in?: string[] | Prisma.ListStringFieldRefInput<$PrismaModel>
@@ -521,4 +538,21 @@ export type NestedJsonFilterBase<$PrismaModel = never> = {
   not?: runtime.InputJsonValue | Prisma.JsonFieldRefInput<$PrismaModel> | Prisma.JsonNullValueFilter
 }
 
+export type NestedBytesFilter<$PrismaModel = never> = {
+  equals?: runtime.Bytes | Prisma.BytesFieldRefInput<$PrismaModel>
+  in?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  notIn?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  not?: Prisma.NestedBytesFilter<$PrismaModel> | runtime.Bytes
+}
+
+export type NestedBytesWithAggregatesFilter<$PrismaModel = never> = {
+  equals?: runtime.Bytes | Prisma.BytesFieldRefInput<$PrismaModel>
+  in?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  notIn?: runtime.Bytes[] | Prisma.ListBytesFieldRefInput<$PrismaModel>
+  not?: Prisma.NestedBytesWithAggregatesFilter<$PrismaModel> | runtime.Bytes
+  _count?: Prisma.NestedIntFilter<$PrismaModel>
+  _min?: Prisma.NestedBytesFilter<$PrismaModel>
+  _max?: Prisma.NestedBytesFilter<$PrismaModel>
+}
+
 

generated/prisma/internal/prismaNamespace.ts

@@ -393,7 +393,8 @@ export const ModelName = {
   Opportunity: 'Opportunity',
   CredentialType: 'CredentialType',
   SecureValue: 'SecureValue',
-  Credential: 'Credential'
+  Credential: 'Credential',
+  GeneratedQuotes: 'GeneratedQuotes'
 } as const
 
 export type ModelName = (typeof ModelName)[keyof typeof ModelName]
@@ -409,7 +410,7 @@ export type TypeMap<ExtArgs extends runtime.Types.Extensions.InternalArgs = runt
     omit: GlobalOmitOptions
   }
   meta: {
-    modelProps: "session" | "user" | "role" | "unifiSite" | "company" | "catalogItem" | "opportunity" | "credentialType" | "secureValue" | "credential"
+    modelProps: "session" | "user" | "role" | "unifiSite" | "company" | "catalogItem" | "opportunity" | "credentialType" | "secureValue" | "credential" | "generatedQuotes"
     txIsolationLevel: TransactionIsolationLevel
   }
   model: {
@@ -1153,6 +1154,80 @@ export type TypeMap<ExtArgs extends runtime.Types.Extensions.InternalArgs = runt
         }
       }
     }
+    GeneratedQuotes: {
+      payload: Prisma.$GeneratedQuotesPayload<ExtArgs>
+      fields: Prisma.GeneratedQuotesFieldRefs
+      operations: {
+        findUnique: {
+          args: Prisma.GeneratedQuotesFindUniqueArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload> | null
+        }
+        findUniqueOrThrow: {
+          args: Prisma.GeneratedQuotesFindUniqueOrThrowArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>
+        }
+        findFirst: {
+          args: Prisma.GeneratedQuotesFindFirstArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload> | null
+        }
+        findFirstOrThrow: {
+          args: Prisma.GeneratedQuotesFindFirstOrThrowArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>
+        }
+        findMany: {
+          args: Prisma.GeneratedQuotesFindManyArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>[]
+        }
+        create: {
+          args: Prisma.GeneratedQuotesCreateArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>
+        }
+        createMany: {
+          args: Prisma.GeneratedQuotesCreateManyArgs<ExtArgs>
+          result: BatchPayload
+        }
+        createManyAndReturn: {
+          args: Prisma.GeneratedQuotesCreateManyAndReturnArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>[]
+        }
+        delete: {
+          args: Prisma.GeneratedQuotesDeleteArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>
+        }
+        update: {
+          args: Prisma.GeneratedQuotesUpdateArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>
+        }
+        deleteMany: {
+          args: Prisma.GeneratedQuotesDeleteManyArgs<ExtArgs>
+          result: BatchPayload
+        }
+        updateMany: {
+          args: Prisma.GeneratedQuotesUpdateManyArgs<ExtArgs>
+          result: BatchPayload
+        }
+        updateManyAndReturn: {
+          args: Prisma.GeneratedQuotesUpdateManyAndReturnArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>[]
+        }
+        upsert: {
+          args: Prisma.GeneratedQuotesUpsertArgs<ExtArgs>
+          result: runtime.Types.Utils.PayloadToResult<Prisma.$GeneratedQuotesPayload>
+        }
+        aggregate: {
+          args: Prisma.GeneratedQuotesAggregateArgs<ExtArgs>
+          result: runtime.Types.Utils.Optional<Prisma.AggregateGeneratedQuotes>
+        }
+        groupBy: {
+          args: Prisma.GeneratedQuotesGroupByArgs<ExtArgs>
+          result: runtime.Types.Utils.Optional<Prisma.GeneratedQuotesGroupByOutputType>[]
+        }
+        count: {
+          args: Prisma.GeneratedQuotesCountArgs<ExtArgs>
+          result: runtime.Types.Utils.Optional<Prisma.GeneratedQuotesCountAggregateOutputType> | number
+        }
+      }
+    }
   }
 } & {
   other: {
@@ -1213,6 +1288,7 @@ export const UserScalarFieldEnum = {
   email: 'email',
   emailVerified: 'emailVerified',
   image: 'image',
+  cwIdentifier: 'cwIdentifier',
   userId: 'userId',
   token: 'token',
   createdAt: 'createdAt',
@@ -1266,6 +1342,10 @@ export const CatalogItemScalarFieldEnum = {
   description: 'description',
   customerDescription: 'customerDescription',
   internalNotes: 'internalNotes',
+  category: 'category',
+  categoryCwId: 'categoryCwId',
+  subcategory: 'subcategory',
+  subcategoryCwId: 'subcategoryCwId',
   manufacturer: 'manufacturer',
   manufactureCwId: 'manufactureCwId',
   partNumber: 'partNumber',
@@ -1317,6 +1397,7 @@ export const OpportunityScalarFieldEnum = {
   siteName: 'siteName',
   customerPO: 'customerPO',
   totalSalesTax: 'totalSalesTax',
+  probability: 'probability',
   locationName: 'locationName',
   locationCwId: 'locationCwId',
   departmentName: 'departmentName',
@@ -1329,6 +1410,7 @@ export const OpportunityScalarFieldEnum = {
   closedByName: 'closedByName',
   closedByCwId: 'closedByCwId',
   companyId: 'companyId',
+  productSequence: 'productSequence',
   cwLastUpdated: 'cwLastUpdated',
   createdAt: 'createdAt',
   updatedAt: 'updatedAt'
@@ -1378,6 +1460,23 @@ export const CredentialScalarFieldEnum = {
 export type CredentialScalarFieldEnum = (typeof CredentialScalarFieldEnum)[keyof typeof CredentialScalarFieldEnum]
 
 
+export const GeneratedQuotesScalarFieldEnum = {
+  id: 'id',
+  quoteRegenData: 'quoteRegenData',
+  quoteRegenParams: 'quoteRegenParams',
+  quoteRegenHash: 'quoteRegenHash',
+  downloads: 'downloads',
+  quoteFile: 'quoteFile',
+  quoteFileName: 'quoteFileName',
+  opportunityId: 'opportunityId',
+  createdById: 'createdById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type GeneratedQuotesScalarFieldEnum = (typeof GeneratedQuotesScalarFieldEnum)[keyof typeof GeneratedQuotesScalarFieldEnum]
+
+
 export const SortOrder = {
   asc: 'asc',
   desc: 'desc'
@@ -1500,6 +1599,20 @@ export type JsonFieldRefInput<$PrismaModel> = FieldRefInputType<$PrismaModel, 'J
 export type EnumQueryModeFieldRefInput<$PrismaModel> = FieldRefInputType<$PrismaModel, 'QueryMode'>
     
 
+
+/**
+ * Reference to a field of type 'Bytes'
+ */
+export type BytesFieldRefInput<$PrismaModel> = FieldRefInputType<$PrismaModel, 'Bytes'>
+    
+
+
+/**
+ * Reference to a field of type 'Bytes[]'
+ */
+export type ListBytesFieldRefInput<$PrismaModel> = FieldRefInputType<$PrismaModel, 'Bytes[]'>
+    
+
 /**
  * Batch Payload for updateMany & deleteMany & createMany
  */
@@ -1605,6 +1718,7 @@ export type GlobalOmitConfig = {
   credentialType?: Prisma.CredentialTypeOmit
   secureValue?: Prisma.SecureValueOmit
   credential?: Prisma.CredentialOmit
+  generatedQuotes?: Prisma.GeneratedQuotesOmit
 }
 
 /* Types for Logging */

generated/prisma/internal/prismaNamespaceBrowser.ts

@@ -60,7 +60,8 @@ export const ModelName = {
   Opportunity: 'Opportunity',
   CredentialType: 'CredentialType',
   SecureValue: 'SecureValue',
-  Credential: 'Credential'
+  Credential: 'Credential',
+  GeneratedQuotes: 'GeneratedQuotes'
 } as const
 
 export type ModelName = (typeof ModelName)[keyof typeof ModelName]
@@ -100,6 +101,7 @@ export const UserScalarFieldEnum = {
   email: 'email',
   emailVerified: 'emailVerified',
   image: 'image',
+  cwIdentifier: 'cwIdentifier',
   userId: 'userId',
   token: 'token',
   createdAt: 'createdAt',
@@ -153,6 +155,10 @@ export const CatalogItemScalarFieldEnum = {
   description: 'description',
   customerDescription: 'customerDescription',
   internalNotes: 'internalNotes',
+  category: 'category',
+  categoryCwId: 'categoryCwId',
+  subcategory: 'subcategory',
+  subcategoryCwId: 'subcategoryCwId',
   manufacturer: 'manufacturer',
   manufactureCwId: 'manufactureCwId',
   partNumber: 'partNumber',
@@ -204,6 +210,7 @@ export const OpportunityScalarFieldEnum = {
   siteName: 'siteName',
   customerPO: 'customerPO',
   totalSalesTax: 'totalSalesTax',
+  probability: 'probability',
   locationName: 'locationName',
   locationCwId: 'locationCwId',
   departmentName: 'departmentName',
@@ -216,6 +223,7 @@ export const OpportunityScalarFieldEnum = {
   closedByName: 'closedByName',
   closedByCwId: 'closedByCwId',
   companyId: 'companyId',
+  productSequence: 'productSequence',
   cwLastUpdated: 'cwLastUpdated',
   createdAt: 'createdAt',
   updatedAt: 'updatedAt'
@@ -265,6 +273,23 @@ export const CredentialScalarFieldEnum = {
 export type CredentialScalarFieldEnum = (typeof CredentialScalarFieldEnum)[keyof typeof CredentialScalarFieldEnum]
 
 
+export const GeneratedQuotesScalarFieldEnum = {
+  id: 'id',
+  quoteRegenData: 'quoteRegenData',
+  quoteRegenParams: 'quoteRegenParams',
+  quoteRegenHash: 'quoteRegenHash',
+  downloads: 'downloads',
+  quoteFile: 'quoteFile',
+  quoteFileName: 'quoteFileName',
+  opportunityId: 'opportunityId',
+  createdById: 'createdById',
+  createdAt: 'createdAt',
+  updatedAt: 'updatedAt'
+} as const
+
+export type GeneratedQuotesScalarFieldEnum = (typeof GeneratedQuotesScalarFieldEnum)[keyof typeof GeneratedQuotesScalarFieldEnum]
+
+
 export const SortOrder = {
   asc: 'asc',
   desc: 'desc'

generated/prisma/models.ts

@@ -18,4 +18,5 @@ export type * from './models/Opportunity.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 './commonInputTypes.ts'

generated/prisma/models/CatalogItem.ts

@@ -28,6 +28,8 @@ export type AggregateCatalogItem = {
 
 export type CatalogItemAvgAggregateOutputType = {
   cwCatalogId: number | null
+  categoryCwId: number | null
+  subcategoryCwId: number | null
   manufactureCwId: number | null
   vendorCwId: number | null
   price: number | null
@@ -37,6 +39,8 @@ export type CatalogItemAvgAggregateOutputType = {
 
 export type CatalogItemSumAggregateOutputType = {
   cwCatalogId: number | null
+  categoryCwId: number | null
+  subcategoryCwId: number | null
   manufactureCwId: number | null
   vendorCwId: number | null
   price: number | null
@@ -52,6 +56,10 @@ export type CatalogItemMinAggregateOutputType = {
   description: string | null
   customerDescription: string | null
   internalNotes: string | null
+  category: string | null
+  categoryCwId: number | null
+  subcategory: string | null
+  subcategoryCwId: number | null
   manufacturer: string | null
   manufactureCwId: number | null
   partNumber: string | null
@@ -76,6 +84,10 @@ export type CatalogItemMaxAggregateOutputType = {
   description: string | null
   customerDescription: string | null
   internalNotes: string | null
+  category: string | null
+  categoryCwId: number | null
+  subcategory: string | null
+  subcategoryCwId: number | null
   manufacturer: string | null
   manufactureCwId: number | null
   partNumber: string | null
@@ -100,6 +112,10 @@ export type CatalogItemCountAggregateOutputType = {
   description: number
   customerDescription: number
   internalNotes: number
+  category: number
+  categoryCwId: number
+  subcategory: number
+  subcategoryCwId: number
   manufacturer: number
   manufactureCwId: number
   partNumber: number
@@ -120,6 +136,8 @@ export type CatalogItemCountAggregateOutputType = {
 
 export type CatalogItemAvgAggregateInputType = {
   cwCatalogId?: true
+  categoryCwId?: true
+  subcategoryCwId?: true
   manufactureCwId?: true
   vendorCwId?: true
   price?: true
@@ -129,6 +147,8 @@ export type CatalogItemAvgAggregateInputType = {
 
 export type CatalogItemSumAggregateInputType = {
   cwCatalogId?: true
+  categoryCwId?: true
+  subcategoryCwId?: true
   manufactureCwId?: true
   vendorCwId?: true
   price?: true
@@ -144,6 +164,10 @@ export type CatalogItemMinAggregateInputType = {
   description?: true
   customerDescription?: true
   internalNotes?: true
+  category?: true
+  categoryCwId?: true
+  subcategory?: true
+  subcategoryCwId?: true
   manufacturer?: true
   manufactureCwId?: true
   partNumber?: true
@@ -168,6 +192,10 @@ export type CatalogItemMaxAggregateInputType = {
   description?: true
   customerDescription?: true
   internalNotes?: true
+  category?: true
+  categoryCwId?: true
+  subcategory?: true
+  subcategoryCwId?: true
   manufacturer?: true
   manufactureCwId?: true
   partNumber?: true
@@ -192,6 +220,10 @@ export type CatalogItemCountAggregateInputType = {
   description?: true
   customerDescription?: true
   internalNotes?: true
+  category?: true
+  categoryCwId?: true
+  subcategory?: true
+  subcategoryCwId?: true
   manufacturer?: true
   manufactureCwId?: true
   partNumber?: true
@@ -303,6 +335,10 @@ export type CatalogItemGroupByOutputType = {
   description: string | null
   customerDescription: string | null
   internalNotes: string | null
+  category: string | null
+  categoryCwId: number | null
+  subcategory: string | null
+  subcategoryCwId: number | null
   manufacturer: string | null
   manufactureCwId: number | null
   partNumber: string | null
@@ -350,6 +386,10 @@ export type CatalogItemWhereInput = {
   description?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   customerDescription?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   internalNotes?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  category?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  categoryCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
+  subcategory?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  subcategoryCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
   manufacturer?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   manufactureCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
   partNumber?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
@@ -376,6 +416,10 @@ export type CatalogItemOrderByWithRelationInput = {
   description?: Prisma.SortOrderInput | Prisma.SortOrder
   customerDescription?: Prisma.SortOrderInput | Prisma.SortOrder
   internalNotes?: Prisma.SortOrderInput | Prisma.SortOrder
+  category?: Prisma.SortOrderInput | Prisma.SortOrder
+  categoryCwId?: Prisma.SortOrderInput | Prisma.SortOrder
+  subcategory?: Prisma.SortOrderInput | Prisma.SortOrder
+  subcategoryCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   manufacturer?: Prisma.SortOrderInput | Prisma.SortOrder
   manufactureCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   partNumber?: Prisma.SortOrderInput | Prisma.SortOrder
@@ -405,6 +449,10 @@ export type CatalogItemWhereUniqueInput = Prisma.AtLeast<{
   description?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   customerDescription?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   internalNotes?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  category?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  categoryCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
+  subcategory?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  subcategoryCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
   manufacturer?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   manufactureCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
   partNumber?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
@@ -431,6 +479,10 @@ export type CatalogItemOrderByWithAggregationInput = {
   description?: Prisma.SortOrderInput | Prisma.SortOrder
   customerDescription?: Prisma.SortOrderInput | Prisma.SortOrder
   internalNotes?: Prisma.SortOrderInput | Prisma.SortOrder
+  category?: Prisma.SortOrderInput | Prisma.SortOrder
+  categoryCwId?: Prisma.SortOrderInput | Prisma.SortOrder
+  subcategory?: Prisma.SortOrderInput | Prisma.SortOrder
+  subcategoryCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   manufacturer?: Prisma.SortOrderInput | Prisma.SortOrder
   manufactureCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   partNumber?: Prisma.SortOrderInput | Prisma.SortOrder
@@ -463,6 +515,10 @@ export type CatalogItemScalarWhereWithAggregatesInput = {
   description?: Prisma.StringNullableWithAggregatesFilter<"CatalogItem"> | string | null
   customerDescription?: Prisma.StringNullableWithAggregatesFilter<"CatalogItem"> | string | null
   internalNotes?: Prisma.StringNullableWithAggregatesFilter<"CatalogItem"> | string | null
+  category?: Prisma.StringNullableWithAggregatesFilter<"CatalogItem"> | string | null
+  categoryCwId?: Prisma.IntNullableWithAggregatesFilter<"CatalogItem"> | number | null
+  subcategory?: Prisma.StringNullableWithAggregatesFilter<"CatalogItem"> | string | null
+  subcategoryCwId?: Prisma.IntNullableWithAggregatesFilter<"CatalogItem"> | number | null
   manufacturer?: Prisma.StringNullableWithAggregatesFilter<"CatalogItem"> | string | null
   manufactureCwId?: Prisma.IntNullableWithAggregatesFilter<"CatalogItem"> | number | null
   partNumber?: Prisma.StringNullableWithAggregatesFilter<"CatalogItem"> | string | null
@@ -487,6 +543,10 @@ export type CatalogItemCreateInput = {
   description?: string | null
   customerDescription?: string | null
   internalNotes?: string | null
+  category?: string | null
+  categoryCwId?: number | null
+  subcategory?: string | null
+  subcategoryCwId?: number | null
   manufacturer?: string | null
   manufactureCwId?: number | null
   partNumber?: string | null
@@ -513,6 +573,10 @@ export type CatalogItemUncheckedCreateInput = {
   description?: string | null
   customerDescription?: string | null
   internalNotes?: string | null
+  category?: string | null
+  categoryCwId?: number | null
+  subcategory?: string | null
+  subcategoryCwId?: number | null
   manufacturer?: string | null
   manufactureCwId?: number | null
   partNumber?: string | null
@@ -539,6 +603,10 @@ export type CatalogItemUpdateInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -565,6 +633,10 @@ export type CatalogItemUncheckedUpdateInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -591,6 +663,10 @@ export type CatalogItemCreateManyInput = {
   description?: string | null
   customerDescription?: string | null
   internalNotes?: string | null
+  category?: string | null
+  categoryCwId?: number | null
+  subcategory?: string | null
+  subcategoryCwId?: number | null
   manufacturer?: string | null
   manufactureCwId?: number | null
   partNumber?: string | null
@@ -615,6 +691,10 @@ export type CatalogItemUpdateManyMutationInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -639,6 +719,10 @@ export type CatalogItemUncheckedUpdateManyInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -673,6 +757,10 @@ export type CatalogItemCountOrderByAggregateInput = {
   description?: Prisma.SortOrder
   customerDescription?: Prisma.SortOrder
   internalNotes?: Prisma.SortOrder
+  category?: Prisma.SortOrder
+  categoryCwId?: Prisma.SortOrder
+  subcategory?: Prisma.SortOrder
+  subcategoryCwId?: Prisma.SortOrder
   manufacturer?: Prisma.SortOrder
   manufactureCwId?: Prisma.SortOrder
   partNumber?: Prisma.SortOrder
@@ -691,6 +779,8 @@ export type CatalogItemCountOrderByAggregateInput = {
 
 export type CatalogItemAvgOrderByAggregateInput = {
   cwCatalogId?: Prisma.SortOrder
+  categoryCwId?: Prisma.SortOrder
+  subcategoryCwId?: Prisma.SortOrder
   manufactureCwId?: Prisma.SortOrder
   vendorCwId?: Prisma.SortOrder
   price?: Prisma.SortOrder
@@ -706,6 +796,10 @@ export type CatalogItemMaxOrderByAggregateInput = {
   description?: Prisma.SortOrder
   customerDescription?: Prisma.SortOrder
   internalNotes?: Prisma.SortOrder
+  category?: Prisma.SortOrder
+  categoryCwId?: Prisma.SortOrder
+  subcategory?: Prisma.SortOrder
+  subcategoryCwId?: Prisma.SortOrder
   manufacturer?: Prisma.SortOrder
   manufactureCwId?: Prisma.SortOrder
   partNumber?: Prisma.SortOrder
@@ -730,6 +824,10 @@ export type CatalogItemMinOrderByAggregateInput = {
   description?: Prisma.SortOrder
   customerDescription?: Prisma.SortOrder
   internalNotes?: Prisma.SortOrder
+  category?: Prisma.SortOrder
+  categoryCwId?: Prisma.SortOrder
+  subcategory?: Prisma.SortOrder
+  subcategoryCwId?: Prisma.SortOrder
   manufacturer?: Prisma.SortOrder
   manufactureCwId?: Prisma.SortOrder
   partNumber?: Prisma.SortOrder
@@ -748,6 +846,8 @@ export type CatalogItemMinOrderByAggregateInput = {
 
 export type CatalogItemSumOrderByAggregateInput = {
   cwCatalogId?: Prisma.SortOrder
+  categoryCwId?: Prisma.SortOrder
+  subcategoryCwId?: Prisma.SortOrder
   manufactureCwId?: Prisma.SortOrder
   vendorCwId?: Prisma.SortOrder
   price?: Prisma.SortOrder
@@ -855,6 +955,10 @@ export type CatalogItemCreateWithoutLinkedToInput = {
   description?: string | null
   customerDescription?: string | null
   internalNotes?: string | null
+  category?: string | null
+  categoryCwId?: number | null
+  subcategory?: string | null
+  subcategoryCwId?: number | null
   manufacturer?: string | null
   manufactureCwId?: number | null
   partNumber?: string | null
@@ -880,6 +984,10 @@ export type CatalogItemUncheckedCreateWithoutLinkedToInput = {
   description?: string | null
   customerDescription?: string | null
   internalNotes?: string | null
+  category?: string | null
+  categoryCwId?: number | null
+  subcategory?: string | null
+  subcategoryCwId?: number | null
   manufacturer?: string | null
   manufactureCwId?: number | null
   partNumber?: string | null
@@ -910,6 +1018,10 @@ export type CatalogItemCreateWithoutLinkedItemsInput = {
   description?: string | null
   customerDescription?: string | null
   internalNotes?: string | null
+  category?: string | null
+  categoryCwId?: number | null
+  subcategory?: string | null
+  subcategoryCwId?: number | null
   manufacturer?: string | null
   manufactureCwId?: number | null
   partNumber?: string | null
@@ -935,6 +1047,10 @@ export type CatalogItemUncheckedCreateWithoutLinkedItemsInput = {
   description?: string | null
   customerDescription?: string | null
   internalNotes?: string | null
+  category?: string | null
+  categoryCwId?: number | null
+  subcategory?: string | null
+  subcategoryCwId?: number | null
   manufacturer?: string | null
   manufactureCwId?: number | null
   partNumber?: string | null
@@ -984,6 +1100,10 @@ export type CatalogItemScalarWhereInput = {
   description?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   customerDescription?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   internalNotes?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  category?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  categoryCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
+  subcategory?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
+  subcategoryCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
   manufacturer?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
   manufactureCwId?: Prisma.IntNullableFilter<"CatalogItem"> | number | null
   partNumber?: Prisma.StringNullableFilter<"CatalogItem"> | string | null
@@ -1024,6 +1144,10 @@ export type CatalogItemUpdateWithoutLinkedToInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1049,6 +1173,10 @@ export type CatalogItemUncheckedUpdateWithoutLinkedToInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1074,6 +1202,10 @@ export type CatalogItemUncheckedUpdateManyWithoutLinkedToInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1098,6 +1230,10 @@ export type CatalogItemUpdateWithoutLinkedItemsInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1123,6 +1259,10 @@ export type CatalogItemUncheckedUpdateWithoutLinkedItemsInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1148,6 +1288,10 @@ export type CatalogItemUncheckedUpdateManyWithoutLinkedItemsInput = {
   description?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerDescription?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   internalNotes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  category?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  categoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  subcategory?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  subcategoryCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   manufacturer?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   manufactureCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   partNumber?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1212,6 +1356,10 @@ export type CatalogItemSelect<ExtArgs extends runtime.Types.Extensions.InternalA
   description?: boolean
   customerDescription?: boolean
   internalNotes?: boolean
+  category?: boolean
+  categoryCwId?: boolean
+  subcategory?: boolean
+  subcategoryCwId?: boolean
   manufacturer?: boolean
   manufactureCwId?: boolean
   partNumber?: boolean
@@ -1239,6 +1387,10 @@ export type CatalogItemSelectCreateManyAndReturn<ExtArgs extends runtime.Types.E
   description?: boolean
   customerDescription?: boolean
   internalNotes?: boolean
+  category?: boolean
+  categoryCwId?: boolean
+  subcategory?: boolean
+  subcategoryCwId?: boolean
   manufacturer?: boolean
   manufactureCwId?: boolean
   partNumber?: boolean
@@ -1263,6 +1415,10 @@ export type CatalogItemSelectUpdateManyAndReturn<ExtArgs extends runtime.Types.E
   description?: boolean
   customerDescription?: boolean
   internalNotes?: boolean
+  category?: boolean
+  categoryCwId?: boolean
+  subcategory?: boolean
+  subcategoryCwId?: boolean
   manufacturer?: boolean
   manufactureCwId?: boolean
   partNumber?: boolean
@@ -1287,6 +1443,10 @@ export type CatalogItemSelectScalar = {
   description?: boolean
   customerDescription?: boolean
   internalNotes?: boolean
+  category?: boolean
+  categoryCwId?: boolean
+  subcategory?: boolean
+  subcategoryCwId?: boolean
   manufacturer?: boolean
   manufactureCwId?: boolean
   partNumber?: boolean
@@ -1303,7 +1463,7 @@ export type CatalogItemSelectScalar = {
   updatedAt?: boolean
 }
 
-export type CatalogItemOmit<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetOmit<"id" | "cwCatalogId" | "identifier" | "name" | "description" | "customerDescription" | "internalNotes" | "manufacturer" | "manufactureCwId" | "partNumber" | "vendorName" | "vendorSku" | "vendorCwId" | "price" | "cost" | "inactive" | "salesTaxable" | "onHand" | "cwLastUpdated" | "createdAt" | "updatedAt", ExtArgs["result"]["catalogItem"]>
+export type CatalogItemOmit<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetOmit<"id" | "cwCatalogId" | "identifier" | "name" | "description" | "customerDescription" | "internalNotes" | "category" | "categoryCwId" | "subcategory" | "subcategoryCwId" | "manufacturer" | "manufactureCwId" | "partNumber" | "vendorName" | "vendorSku" | "vendorCwId" | "price" | "cost" | "inactive" | "salesTaxable" | "onHand" | "cwLastUpdated" | "createdAt" | "updatedAt", ExtArgs["result"]["catalogItem"]>
 export type CatalogItemInclude<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
   linkedItems?: boolean | Prisma.CatalogItem$linkedItemsArgs<ExtArgs>
   linkedTo?: boolean | Prisma.CatalogItem$linkedToArgs<ExtArgs>
@@ -1326,6 +1486,10 @@ export type $CatalogItemPayload<ExtArgs extends runtime.Types.Extensions.Interna
     description: string | null
     customerDescription: string | null
     internalNotes: string | null
+    category: string | null
+    categoryCwId: number | null
+    subcategory: string | null
+    subcategoryCwId: number | null
     manufacturer: string | null
     manufactureCwId: number | null
     partNumber: string | null
@@ -1772,6 +1936,10 @@ export interface CatalogItemFieldRefs {
   readonly description: Prisma.FieldRef<"CatalogItem", 'String'>
   readonly customerDescription: Prisma.FieldRef<"CatalogItem", 'String'>
   readonly internalNotes: Prisma.FieldRef<"CatalogItem", 'String'>
+  readonly category: Prisma.FieldRef<"CatalogItem", 'String'>
+  readonly categoryCwId: Prisma.FieldRef<"CatalogItem", 'Int'>
+  readonly subcategory: Prisma.FieldRef<"CatalogItem", 'String'>
+  readonly subcategoryCwId: Prisma.FieldRef<"CatalogItem", 'Int'>
   readonly manufacturer: Prisma.FieldRef<"CatalogItem", 'String'>
   readonly manufactureCwId: Prisma.FieldRef<"CatalogItem", 'Int'>
   readonly partNumber: Prisma.FieldRef<"CatalogItem", 'String'>

generated/prisma/models/Opportunity.ts

@@ -40,9 +40,11 @@ export type OpportunityAvgAggregateOutputType = {
   contactCwId: number | null
   siteCwId: number | null
   totalSalesTax: number | null
+  probability: number | null
   locationCwId: number | null
   departmentCwId: number | null
   closedByCwId: number | null
+  productSequence: number | null
 }
 
 export type OpportunitySumAggregateOutputType = {
@@ -59,9 +61,11 @@ export type OpportunitySumAggregateOutputType = {
   contactCwId: number | null
   siteCwId: number | null
   totalSalesTax: number | null
+  probability: number | null
   locationCwId: number | null
   departmentCwId: number | null
   closedByCwId: number | null
+  productSequence: number[]
 }
 
 export type OpportunityMinAggregateOutputType = {
@@ -96,6 +100,7 @@ export type OpportunityMinAggregateOutputType = {
   siteName: string | null
   customerPO: string | null
   totalSalesTax: number | null
+  probability: number | null
   locationName: string | null
   locationCwId: number | null
   departmentName: string | null
@@ -145,6 +150,7 @@ export type OpportunityMaxAggregateOutputType = {
   siteName: string | null
   customerPO: string | null
   totalSalesTax: number | null
+  probability: number | null
   locationName: string | null
   locationCwId: number | null
   departmentName: string | null
@@ -194,6 +200,7 @@ export type OpportunityCountAggregateOutputType = {
   siteName: number
   customerPO: number
   totalSalesTax: number
+  probability: number
   locationName: number
   locationCwId: number
   departmentName: number
@@ -206,6 +213,7 @@ export type OpportunityCountAggregateOutputType = {
   closedByName: number
   closedByCwId: number
   companyId: number
+  productSequence: number
   cwLastUpdated: number
   createdAt: number
   updatedAt: number
@@ -227,9 +235,11 @@ export type OpportunityAvgAggregateInputType = {
   contactCwId?: true
   siteCwId?: true
   totalSalesTax?: true
+  probability?: true
   locationCwId?: true
   departmentCwId?: true
   closedByCwId?: true
+  productSequence?: true
 }
 
 export type OpportunitySumAggregateInputType = {
@@ -246,9 +256,11 @@ export type OpportunitySumAggregateInputType = {
   contactCwId?: true
   siteCwId?: true
   totalSalesTax?: true
+  probability?: true
   locationCwId?: true
   departmentCwId?: true
   closedByCwId?: true
+  productSequence?: true
 }
 
 export type OpportunityMinAggregateInputType = {
@@ -283,6 +295,7 @@ export type OpportunityMinAggregateInputType = {
   siteName?: true
   customerPO?: true
   totalSalesTax?: true
+  probability?: true
   locationName?: true
   locationCwId?: true
   departmentName?: true
@@ -332,6 +345,7 @@ export type OpportunityMaxAggregateInputType = {
   siteName?: true
   customerPO?: true
   totalSalesTax?: true
+  probability?: true
   locationName?: true
   locationCwId?: true
   departmentName?: true
@@ -381,6 +395,7 @@ export type OpportunityCountAggregateInputType = {
   siteName?: true
   customerPO?: true
   totalSalesTax?: true
+  probability?: true
   locationName?: true
   locationCwId?: true
   departmentName?: true
@@ -393,6 +408,7 @@ export type OpportunityCountAggregateInputType = {
   closedByName?: true
   closedByCwId?: true
   companyId?: true
+  productSequence?: true
   cwLastUpdated?: true
   createdAt?: true
   updatedAt?: true
@@ -517,6 +533,7 @@ export type OpportunityGroupByOutputType = {
   siteName: string | null
   customerPO: string | null
   totalSalesTax: number
+  probability: number
   locationName: string | null
   locationCwId: number | null
   departmentName: string | null
@@ -529,6 +546,7 @@ export type OpportunityGroupByOutputType = {
   closedByName: string | null
   closedByCwId: number | null
   companyId: string | null
+  productSequence: number[]
   cwLastUpdated: Date | null
   createdAt: Date
   updatedAt: Date
@@ -589,6 +607,7 @@ export type OpportunityWhereInput = {
   siteName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   customerPO?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   totalSalesTax?: Prisma.FloatFilter<"Opportunity"> | number
+  probability?: Prisma.FloatFilter<"Opportunity"> | number
   locationName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   locationCwId?: Prisma.IntNullableFilter<"Opportunity"> | number | null
   departmentName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
@@ -601,9 +620,11 @@ export type OpportunityWhereInput = {
   closedByName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   closedByCwId?: Prisma.IntNullableFilter<"Opportunity"> | number | null
   companyId?: Prisma.StringNullableFilter<"Opportunity"> | string | null
+  productSequence?: Prisma.IntNullableListFilter<"Opportunity">
   cwLastUpdated?: Prisma.DateTimeNullableFilter<"Opportunity"> | Date | string | null
   createdAt?: Prisma.DateTimeFilter<"Opportunity"> | Date | string
   updatedAt?: Prisma.DateTimeFilter<"Opportunity"> | Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesListRelationFilter
   company?: Prisma.XOR<Prisma.CompanyNullableScalarRelationFilter, Prisma.CompanyWhereInput> | null
 }
 
@@ -639,6 +660,7 @@ export type OpportunityOrderByWithRelationInput = {
   siteName?: Prisma.SortOrderInput | Prisma.SortOrder
   customerPO?: Prisma.SortOrderInput | Prisma.SortOrder
   totalSalesTax?: Prisma.SortOrder
+  probability?: Prisma.SortOrder
   locationName?: Prisma.SortOrderInput | Prisma.SortOrder
   locationCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   departmentName?: Prisma.SortOrderInput | Prisma.SortOrder
@@ -651,9 +673,11 @@ export type OpportunityOrderByWithRelationInput = {
   closedByName?: Prisma.SortOrderInput | Prisma.SortOrder
   closedByCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   companyId?: Prisma.SortOrderInput | Prisma.SortOrder
+  productSequence?: Prisma.SortOrder
   cwLastUpdated?: Prisma.SortOrderInput | Prisma.SortOrder
   createdAt?: Prisma.SortOrder
   updatedAt?: Prisma.SortOrder
+  generatedQuotes?: Prisma.GeneratedQuotesOrderByRelationAggregateInput
   company?: Prisma.CompanyOrderByWithRelationInput
 }
 
@@ -692,6 +716,7 @@ export type OpportunityWhereUniqueInput = Prisma.AtLeast<{
   siteName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   customerPO?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   totalSalesTax?: Prisma.FloatFilter<"Opportunity"> | number
+  probability?: Prisma.FloatFilter<"Opportunity"> | number
   locationName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   locationCwId?: Prisma.IntNullableFilter<"Opportunity"> | number | null
   departmentName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
@@ -704,9 +729,11 @@ export type OpportunityWhereUniqueInput = Prisma.AtLeast<{
   closedByName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   closedByCwId?: Prisma.IntNullableFilter<"Opportunity"> | number | null
   companyId?: Prisma.StringNullableFilter<"Opportunity"> | string | null
+  productSequence?: Prisma.IntNullableListFilter<"Opportunity">
   cwLastUpdated?: Prisma.DateTimeNullableFilter<"Opportunity"> | Date | string | null
   createdAt?: Prisma.DateTimeFilter<"Opportunity"> | Date | string
   updatedAt?: Prisma.DateTimeFilter<"Opportunity"> | Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesListRelationFilter
   company?: Prisma.XOR<Prisma.CompanyNullableScalarRelationFilter, Prisma.CompanyWhereInput> | null
 }, "id" | "cwOpportunityId">
 
@@ -742,6 +769,7 @@ export type OpportunityOrderByWithAggregationInput = {
   siteName?: Prisma.SortOrderInput | Prisma.SortOrder
   customerPO?: Prisma.SortOrderInput | Prisma.SortOrder
   totalSalesTax?: Prisma.SortOrder
+  probability?: Prisma.SortOrder
   locationName?: Prisma.SortOrderInput | Prisma.SortOrder
   locationCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   departmentName?: Prisma.SortOrderInput | Prisma.SortOrder
@@ -754,6 +782,7 @@ export type OpportunityOrderByWithAggregationInput = {
   closedByName?: Prisma.SortOrderInput | Prisma.SortOrder
   closedByCwId?: Prisma.SortOrderInput | Prisma.SortOrder
   companyId?: Prisma.SortOrderInput | Prisma.SortOrder
+  productSequence?: Prisma.SortOrder
   cwLastUpdated?: Prisma.SortOrderInput | Prisma.SortOrder
   createdAt?: Prisma.SortOrder
   updatedAt?: Prisma.SortOrder
@@ -799,6 +828,7 @@ export type OpportunityScalarWhereWithAggregatesInput = {
   siteName?: Prisma.StringNullableWithAggregatesFilter<"Opportunity"> | string | null
   customerPO?: Prisma.StringNullableWithAggregatesFilter<"Opportunity"> | string | null
   totalSalesTax?: Prisma.FloatWithAggregatesFilter<"Opportunity"> | number
+  probability?: Prisma.FloatWithAggregatesFilter<"Opportunity"> | number
   locationName?: Prisma.StringNullableWithAggregatesFilter<"Opportunity"> | string | null
   locationCwId?: Prisma.IntNullableWithAggregatesFilter<"Opportunity"> | number | null
   departmentName?: Prisma.StringNullableWithAggregatesFilter<"Opportunity"> | string | null
@@ -811,6 +841,7 @@ export type OpportunityScalarWhereWithAggregatesInput = {
   closedByName?: Prisma.StringNullableWithAggregatesFilter<"Opportunity"> | string | null
   closedByCwId?: Prisma.IntNullableWithAggregatesFilter<"Opportunity"> | number | null
   companyId?: Prisma.StringNullableWithAggregatesFilter<"Opportunity"> | string | null
+  productSequence?: Prisma.IntNullableListFilter<"Opportunity">
   cwLastUpdated?: Prisma.DateTimeNullableWithAggregatesFilter<"Opportunity"> | Date | string | null
   createdAt?: Prisma.DateTimeWithAggregatesFilter<"Opportunity"> | Date | string
   updatedAt?: Prisma.DateTimeWithAggregatesFilter<"Opportunity"> | Date | string
@@ -848,6 +879,7 @@ export type OpportunityCreateInput = {
   siteName?: string | null
   customerPO?: string | null
   totalSalesTax?: number
+  probability?: number
   locationName?: string | null
   locationCwId?: number | null
   departmentName?: string | null
@@ -859,9 +891,11 @@ export type OpportunityCreateInput = {
   closedFlag?: boolean
   closedByName?: string | null
   closedByCwId?: number | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
   cwLastUpdated?: Date | string | null
   createdAt?: Date | string
   updatedAt?: Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesCreateNestedManyWithoutOpportunityInput
   company?: Prisma.CompanyCreateNestedOneWithoutOpportunitiesInput
 }
 
@@ -897,6 +931,7 @@ export type OpportunityUncheckedCreateInput = {
   siteName?: string | null
   customerPO?: string | null
   totalSalesTax?: number
+  probability?: number
   locationName?: string | null
   locationCwId?: number | null
   departmentName?: string | null
@@ -909,9 +944,11 @@ export type OpportunityUncheckedCreateInput = {
   closedByName?: string | null
   closedByCwId?: number | null
   companyId?: string | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
   cwLastUpdated?: Date | string | null
   createdAt?: Date | string
   updatedAt?: Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedCreateNestedManyWithoutOpportunityInput
 }
 
 export type OpportunityUpdateInput = {
@@ -946,6 +983,7 @@ export type OpportunityUpdateInput = {
   siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
   locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -957,9 +995,11 @@ export type OpportunityUpdateInput = {
   closedFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
   closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
   cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesUpdateManyWithoutOpportunityNestedInput
   company?: Prisma.CompanyUpdateOneWithoutOpportunitiesNestedInput
 }
 
@@ -995,6 +1035,7 @@ export type OpportunityUncheckedUpdateInput = {
   siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
   locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1007,9 +1048,11 @@ export type OpportunityUncheckedUpdateInput = {
   closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   companyId?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
   cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedUpdateManyWithoutOpportunityNestedInput
 }
 
 export type OpportunityCreateManyInput = {
@@ -1044,6 +1087,7 @@ export type OpportunityCreateManyInput = {
   siteName?: string | null
   customerPO?: string | null
   totalSalesTax?: number
+  probability?: number
   locationName?: string | null
   locationCwId?: number | null
   departmentName?: string | null
@@ -1056,6 +1100,7 @@ export type OpportunityCreateManyInput = {
   closedByName?: string | null
   closedByCwId?: number | null
   companyId?: string | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
   cwLastUpdated?: Date | string | null
   createdAt?: Date | string
   updatedAt?: Date | string
@@ -1093,6 +1138,7 @@ export type OpportunityUpdateManyMutationInput = {
   siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
   locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1104,6 +1150,7 @@ export type OpportunityUpdateManyMutationInput = {
   closedFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
   closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
   cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
@@ -1141,6 +1188,7 @@ export type OpportunityUncheckedUpdateManyInput = {
   siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
   locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1153,6 +1201,7 @@ export type OpportunityUncheckedUpdateManyInput = {
   closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   companyId?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
   cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
@@ -1168,6 +1217,14 @@ export type OpportunityOrderByRelationAggregateInput = {
   _count?: Prisma.SortOrder
 }
 
+export type IntNullableListFilter<$PrismaModel = never> = {
+  equals?: number[] | Prisma.ListIntFieldRefInput<$PrismaModel> | null
+  has?: number | Prisma.IntFieldRefInput<$PrismaModel> | null
+  hasEvery?: number[] | Prisma.ListIntFieldRefInput<$PrismaModel>
+  hasSome?: number[] | Prisma.ListIntFieldRefInput<$PrismaModel>
+  isEmpty?: boolean
+}
+
 export type OpportunityCountOrderByAggregateInput = {
   id?: Prisma.SortOrder
   cwOpportunityId?: Prisma.SortOrder
@@ -1200,6 +1257,7 @@ export type OpportunityCountOrderByAggregateInput = {
   siteName?: Prisma.SortOrder
   customerPO?: Prisma.SortOrder
   totalSalesTax?: Prisma.SortOrder
+  probability?: Prisma.SortOrder
   locationName?: Prisma.SortOrder
   locationCwId?: Prisma.SortOrder
   departmentName?: Prisma.SortOrder
@@ -1212,6 +1270,7 @@ export type OpportunityCountOrderByAggregateInput = {
   closedByName?: Prisma.SortOrder
   closedByCwId?: Prisma.SortOrder
   companyId?: Prisma.SortOrder
+  productSequence?: Prisma.SortOrder
   cwLastUpdated?: Prisma.SortOrder
   createdAt?: Prisma.SortOrder
   updatedAt?: Prisma.SortOrder
@@ -1231,9 +1290,11 @@ export type OpportunityAvgOrderByAggregateInput = {
   contactCwId?: Prisma.SortOrder
   siteCwId?: Prisma.SortOrder
   totalSalesTax?: Prisma.SortOrder
+  probability?: Prisma.SortOrder
   locationCwId?: Prisma.SortOrder
   departmentCwId?: Prisma.SortOrder
   closedByCwId?: Prisma.SortOrder
+  productSequence?: Prisma.SortOrder
 }
 
 export type OpportunityMaxOrderByAggregateInput = {
@@ -1268,6 +1329,7 @@ export type OpportunityMaxOrderByAggregateInput = {
   siteName?: Prisma.SortOrder
   customerPO?: Prisma.SortOrder
   totalSalesTax?: Prisma.SortOrder
+  probability?: Prisma.SortOrder
   locationName?: Prisma.SortOrder
   locationCwId?: Prisma.SortOrder
   departmentName?: Prisma.SortOrder
@@ -1317,6 +1379,7 @@ export type OpportunityMinOrderByAggregateInput = {
   siteName?: Prisma.SortOrder
   customerPO?: Prisma.SortOrder
   totalSalesTax?: Prisma.SortOrder
+  probability?: Prisma.SortOrder
   locationName?: Prisma.SortOrder
   locationCwId?: Prisma.SortOrder
   departmentName?: Prisma.SortOrder
@@ -1348,9 +1411,16 @@ export type OpportunitySumOrderByAggregateInput = {
   contactCwId?: Prisma.SortOrder
   siteCwId?: Prisma.SortOrder
   totalSalesTax?: Prisma.SortOrder
+  probability?: Prisma.SortOrder
   locationCwId?: Prisma.SortOrder
   departmentCwId?: Prisma.SortOrder
   closedByCwId?: Prisma.SortOrder
+  productSequence?: Prisma.SortOrder
+}
+
+export type OpportunityScalarRelationFilter = {
+  is?: Prisma.OpportunityWhereInput
+  isNot?: Prisma.OpportunityWhereInput
 }
 
 export type OpportunityCreateNestedManyWithoutCompanyInput = {
@@ -1395,6 +1465,29 @@ export type OpportunityUncheckedUpdateManyWithoutCompanyNestedInput = {
   deleteMany?: Prisma.OpportunityScalarWhereInput | Prisma.OpportunityScalarWhereInput[]
 }
 
+export type OpportunityCreateproductSequenceInput = {
+  set: number[]
+}
+
+export type OpportunityUpdateproductSequenceInput = {
+  set?: number[]
+  push?: number | number[]
+}
+
+export type OpportunityCreateNestedOneWithoutGeneratedQuotesInput = {
+  create?: Prisma.XOR<Prisma.OpportunityCreateWithoutGeneratedQuotesInput, Prisma.OpportunityUncheckedCreateWithoutGeneratedQuotesInput>
+  connectOrCreate?: Prisma.OpportunityCreateOrConnectWithoutGeneratedQuotesInput
+  connect?: Prisma.OpportunityWhereUniqueInput
+}
+
+export type OpportunityUpdateOneRequiredWithoutGeneratedQuotesNestedInput = {
+  create?: Prisma.XOR<Prisma.OpportunityCreateWithoutGeneratedQuotesInput, Prisma.OpportunityUncheckedCreateWithoutGeneratedQuotesInput>
+  connectOrCreate?: Prisma.OpportunityCreateOrConnectWithoutGeneratedQuotesInput
+  upsert?: Prisma.OpportunityUpsertWithoutGeneratedQuotesInput
+  connect?: Prisma.OpportunityWhereUniqueInput
+  update?: Prisma.XOR<Prisma.XOR<Prisma.OpportunityUpdateToOneWithWhereWithoutGeneratedQuotesInput, Prisma.OpportunityUpdateWithoutGeneratedQuotesInput>, Prisma.OpportunityUncheckedUpdateWithoutGeneratedQuotesInput>
+}
+
 export type OpportunityCreateWithoutCompanyInput = {
   id?: string
   cwOpportunityId: number
@@ -1427,6 +1520,7 @@ export type OpportunityCreateWithoutCompanyInput = {
   siteName?: string | null
   customerPO?: string | null
   totalSalesTax?: number
+  probability?: number
   locationName?: string | null
   locationCwId?: number | null
   departmentName?: string | null
@@ -1438,9 +1532,11 @@ export type OpportunityCreateWithoutCompanyInput = {
   closedFlag?: boolean
   closedByName?: string | null
   closedByCwId?: number | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
   cwLastUpdated?: Date | string | null
   createdAt?: Date | string
   updatedAt?: Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesCreateNestedManyWithoutOpportunityInput
 }
 
 export type OpportunityUncheckedCreateWithoutCompanyInput = {
@@ -1475,6 +1571,7 @@ export type OpportunityUncheckedCreateWithoutCompanyInput = {
   siteName?: string | null
   customerPO?: string | null
   totalSalesTax?: number
+  probability?: number
   locationName?: string | null
   locationCwId?: number | null
   departmentName?: string | null
@@ -1486,9 +1583,11 @@ export type OpportunityUncheckedCreateWithoutCompanyInput = {
   closedFlag?: boolean
   closedByName?: string | null
   closedByCwId?: number | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
   cwLastUpdated?: Date | string | null
   createdAt?: Date | string
   updatedAt?: Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedCreateNestedManyWithoutOpportunityInput
 }
 
 export type OpportunityCreateOrConnectWithoutCompanyInput = {
@@ -1552,6 +1651,7 @@ export type OpportunityScalarWhereInput = {
   siteName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   customerPO?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   totalSalesTax?: Prisma.FloatFilter<"Opportunity"> | number
+  probability?: Prisma.FloatFilter<"Opportunity"> | number
   locationName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   locationCwId?: Prisma.IntNullableFilter<"Opportunity"> | number | null
   departmentName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
@@ -1564,11 +1664,232 @@ export type OpportunityScalarWhereInput = {
   closedByName?: Prisma.StringNullableFilter<"Opportunity"> | string | null
   closedByCwId?: Prisma.IntNullableFilter<"Opportunity"> | number | null
   companyId?: Prisma.StringNullableFilter<"Opportunity"> | string | null
+  productSequence?: Prisma.IntNullableListFilter<"Opportunity">
   cwLastUpdated?: Prisma.DateTimeNullableFilter<"Opportunity"> | Date | string | null
   createdAt?: Prisma.DateTimeFilter<"Opportunity"> | Date | string
   updatedAt?: Prisma.DateTimeFilter<"Opportunity"> | Date | string
 }
 
+export type OpportunityCreateWithoutGeneratedQuotesInput = {
+  id?: string
+  cwOpportunityId: number
+  name: string
+  notes?: string | null
+  typeName?: string | null
+  typeCwId?: number | null
+  stageName?: string | null
+  stageCwId?: number | null
+  statusName?: string | null
+  statusCwId?: number | null
+  priorityName?: string | null
+  priorityCwId?: number | null
+  ratingName?: string | null
+  ratingCwId?: number | null
+  source?: string | null
+  campaignName?: string | null
+  campaignCwId?: number | null
+  primarySalesRepName?: string | null
+  primarySalesRepIdentifier?: string | null
+  primarySalesRepCwId?: number | null
+  secondarySalesRepName?: string | null
+  secondarySalesRepIdentifier?: string | null
+  secondarySalesRepCwId?: number | null
+  companyCwId?: number | null
+  companyName?: string | null
+  contactCwId?: number | null
+  contactName?: string | null
+  siteCwId?: number | null
+  siteName?: string | null
+  customerPO?: string | null
+  totalSalesTax?: number
+  probability?: number
+  locationName?: string | null
+  locationCwId?: number | null
+  departmentName?: string | null
+  departmentCwId?: number | null
+  expectedCloseDate?: Date | string | null
+  pipelineChangeDate?: Date | string | null
+  dateBecameLead?: Date | string | null
+  closedDate?: Date | string | null
+  closedFlag?: boolean
+  closedByName?: string | null
+  closedByCwId?: number | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
+  cwLastUpdated?: Date | string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+  company?: Prisma.CompanyCreateNestedOneWithoutOpportunitiesInput
+}
+
+export type OpportunityUncheckedCreateWithoutGeneratedQuotesInput = {
+  id?: string
+  cwOpportunityId: number
+  name: string
+  notes?: string | null
+  typeName?: string | null
+  typeCwId?: number | null
+  stageName?: string | null
+  stageCwId?: number | null
+  statusName?: string | null
+  statusCwId?: number | null
+  priorityName?: string | null
+  priorityCwId?: number | null
+  ratingName?: string | null
+  ratingCwId?: number | null
+  source?: string | null
+  campaignName?: string | null
+  campaignCwId?: number | null
+  primarySalesRepName?: string | null
+  primarySalesRepIdentifier?: string | null
+  primarySalesRepCwId?: number | null
+  secondarySalesRepName?: string | null
+  secondarySalesRepIdentifier?: string | null
+  secondarySalesRepCwId?: number | null
+  companyCwId?: number | null
+  companyName?: string | null
+  contactCwId?: number | null
+  contactName?: string | null
+  siteCwId?: number | null
+  siteName?: string | null
+  customerPO?: string | null
+  totalSalesTax?: number
+  probability?: number
+  locationName?: string | null
+  locationCwId?: number | null
+  departmentName?: string | null
+  departmentCwId?: number | null
+  expectedCloseDate?: Date | string | null
+  pipelineChangeDate?: Date | string | null
+  dateBecameLead?: Date | string | null
+  closedDate?: Date | string | null
+  closedFlag?: boolean
+  closedByName?: string | null
+  closedByCwId?: number | null
+  companyId?: string | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
+  cwLastUpdated?: Date | string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+}
+
+export type OpportunityCreateOrConnectWithoutGeneratedQuotesInput = {
+  where: Prisma.OpportunityWhereUniqueInput
+  create: Prisma.XOR<Prisma.OpportunityCreateWithoutGeneratedQuotesInput, Prisma.OpportunityUncheckedCreateWithoutGeneratedQuotesInput>
+}
+
+export type OpportunityUpsertWithoutGeneratedQuotesInput = {
+  update: Prisma.XOR<Prisma.OpportunityUpdateWithoutGeneratedQuotesInput, Prisma.OpportunityUncheckedUpdateWithoutGeneratedQuotesInput>
+  create: Prisma.XOR<Prisma.OpportunityCreateWithoutGeneratedQuotesInput, Prisma.OpportunityUncheckedCreateWithoutGeneratedQuotesInput>
+  where?: Prisma.OpportunityWhereInput
+}
+
+export type OpportunityUpdateToOneWithWhereWithoutGeneratedQuotesInput = {
+  where?: Prisma.OpportunityWhereInput
+  data: Prisma.XOR<Prisma.OpportunityUpdateWithoutGeneratedQuotesInput, Prisma.OpportunityUncheckedUpdateWithoutGeneratedQuotesInput>
+}
+
+export type OpportunityUpdateWithoutGeneratedQuotesInput = {
+  id?: Prisma.StringFieldUpdateOperationsInput | string
+  cwOpportunityId?: Prisma.IntFieldUpdateOperationsInput | number
+  name?: Prisma.StringFieldUpdateOperationsInput | string
+  notes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  typeName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  typeCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  stageName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  stageCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  statusName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  statusCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  priorityName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  priorityCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  ratingName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  ratingCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  source?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  campaignName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  campaignCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  primarySalesRepName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  primarySalesRepIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  primarySalesRepCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  secondarySalesRepName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  secondarySalesRepIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  secondarySalesRepCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  companyCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  companyName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  contactCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  contactName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  siteCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
+  locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  departmentCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  expectedCloseDate?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  pipelineChangeDate?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  dateBecameLead?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  closedDate?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  closedFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
+  cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  company?: Prisma.CompanyUpdateOneWithoutOpportunitiesNestedInput
+}
+
+export type OpportunityUncheckedUpdateWithoutGeneratedQuotesInput = {
+  id?: Prisma.StringFieldUpdateOperationsInput | string
+  cwOpportunityId?: Prisma.IntFieldUpdateOperationsInput | number
+  name?: Prisma.StringFieldUpdateOperationsInput | string
+  notes?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  typeName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  typeCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  stageName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  stageCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  statusName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  statusCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  priorityName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  priorityCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  ratingName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  ratingCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  source?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  campaignName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  campaignCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  primarySalesRepName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  primarySalesRepIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  primarySalesRepCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  secondarySalesRepName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  secondarySalesRepIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  secondarySalesRepCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  companyCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  companyName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  contactCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  contactName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  siteCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
+  locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  departmentCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  expectedCloseDate?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  pipelineChangeDate?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  dateBecameLead?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  closedDate?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  closedFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
+  closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  companyId?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
+  cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+}
+
 export type OpportunityCreateManyCompanyInput = {
   id?: string
   cwOpportunityId: number
@@ -1601,6 +1922,7 @@ export type OpportunityCreateManyCompanyInput = {
   siteName?: string | null
   customerPO?: string | null
   totalSalesTax?: number
+  probability?: number
   locationName?: string | null
   locationCwId?: number | null
   departmentName?: string | null
@@ -1612,6 +1934,7 @@ export type OpportunityCreateManyCompanyInput = {
   closedFlag?: boolean
   closedByName?: string | null
   closedByCwId?: number | null
+  productSequence?: Prisma.OpportunityCreateproductSequenceInput | number[]
   cwLastUpdated?: Date | string | null
   createdAt?: Date | string
   updatedAt?: Date | string
@@ -1649,6 +1972,7 @@ export type OpportunityUpdateWithoutCompanyInput = {
   siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
   locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1660,9 +1984,11 @@ export type OpportunityUpdateWithoutCompanyInput = {
   closedFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
   closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
   cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesUpdateManyWithoutOpportunityNestedInput
 }
 
 export type OpportunityUncheckedUpdateWithoutCompanyInput = {
@@ -1697,6 +2023,7 @@ export type OpportunityUncheckedUpdateWithoutCompanyInput = {
   siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
   locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1708,9 +2035,11 @@ export type OpportunityUncheckedUpdateWithoutCompanyInput = {
   closedFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
   closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
   cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedUpdateManyWithoutOpportunityNestedInput
 }
 
 export type OpportunityUncheckedUpdateManyWithoutCompanyInput = {
@@ -1745,6 +2074,7 @@ export type OpportunityUncheckedUpdateManyWithoutCompanyInput = {
   siteName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   customerPO?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   totalSalesTax?: Prisma.FloatFieldUpdateOperationsInput | number
+  probability?: Prisma.FloatFieldUpdateOperationsInput | number
   locationName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   locationCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
   departmentName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -1756,12 +2086,42 @@ export type OpportunityUncheckedUpdateManyWithoutCompanyInput = {
   closedFlag?: Prisma.BoolFieldUpdateOperationsInput | boolean
   closedByName?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   closedByCwId?: Prisma.NullableIntFieldUpdateOperationsInput | number | null
+  productSequence?: Prisma.OpportunityUpdateproductSequenceInput | number[]
   cwLastUpdated?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
 }
 
 
+/**
+ * Count Type OpportunityCountOutputType
+ */
+
+export type OpportunityCountOutputType = {
+  generatedQuotes: number
+}
+
+export type OpportunityCountOutputTypeSelect<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  generatedQuotes?: boolean | OpportunityCountOutputTypeCountGeneratedQuotesArgs
+}
+
+/**
+ * OpportunityCountOutputType without action
+ */
+export type OpportunityCountOutputTypeDefaultArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  /**
+   * Select specific fields to fetch from the OpportunityCountOutputType
+   */
+  select?: Prisma.OpportunityCountOutputTypeSelect<ExtArgs> | null
+}
+
+/**
+ * OpportunityCountOutputType without action
+ */
+export type OpportunityCountOutputTypeCountGeneratedQuotesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  where?: Prisma.GeneratedQuotesWhereInput
+}
+
 
 export type OpportunitySelect<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetSelect<{
   id?: boolean
@@ -1795,6 +2155,7 @@ export type OpportunitySelect<ExtArgs extends runtime.Types.Extensions.InternalA
   siteName?: boolean
   customerPO?: boolean
   totalSalesTax?: boolean
+  probability?: boolean
   locationName?: boolean
   locationCwId?: boolean
   departmentName?: boolean
@@ -1807,10 +2168,13 @@ export type OpportunitySelect<ExtArgs extends runtime.Types.Extensions.InternalA
   closedByName?: boolean
   closedByCwId?: boolean
   companyId?: boolean
+  productSequence?: boolean
   cwLastUpdated?: boolean
   createdAt?: boolean
   updatedAt?: boolean
+  generatedQuotes?: boolean | Prisma.Opportunity$generatedQuotesArgs<ExtArgs>
   company?: boolean | Prisma.Opportunity$companyArgs<ExtArgs>
+  _count?: boolean | Prisma.OpportunityCountOutputTypeDefaultArgs<ExtArgs>
 }, ExtArgs["result"]["opportunity"]>
 
 export type OpportunitySelectCreateManyAndReturn<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetSelect<{
@@ -1845,6 +2209,7 @@ export type OpportunitySelectCreateManyAndReturn<ExtArgs extends runtime.Types.E
   siteName?: boolean
   customerPO?: boolean
   totalSalesTax?: boolean
+  probability?: boolean
   locationName?: boolean
   locationCwId?: boolean
   departmentName?: boolean
@@ -1857,6 +2222,7 @@ export type OpportunitySelectCreateManyAndReturn<ExtArgs extends runtime.Types.E
   closedByName?: boolean
   closedByCwId?: boolean
   companyId?: boolean
+  productSequence?: boolean
   cwLastUpdated?: boolean
   createdAt?: boolean
   updatedAt?: boolean
@@ -1895,6 +2261,7 @@ export type OpportunitySelectUpdateManyAndReturn<ExtArgs extends runtime.Types.E
   siteName?: boolean
   customerPO?: boolean
   totalSalesTax?: boolean
+  probability?: boolean
   locationName?: boolean
   locationCwId?: boolean
   departmentName?: boolean
@@ -1907,6 +2274,7 @@ export type OpportunitySelectUpdateManyAndReturn<ExtArgs extends runtime.Types.E
   closedByName?: boolean
   closedByCwId?: boolean
   companyId?: boolean
+  productSequence?: boolean
   cwLastUpdated?: boolean
   createdAt?: boolean
   updatedAt?: boolean
@@ -1945,6 +2313,7 @@ export type OpportunitySelectScalar = {
   siteName?: boolean
   customerPO?: boolean
   totalSalesTax?: boolean
+  probability?: boolean
   locationName?: boolean
   locationCwId?: boolean
   departmentName?: boolean
@@ -1957,14 +2326,17 @@ export type OpportunitySelectScalar = {
   closedByName?: boolean
   closedByCwId?: boolean
   companyId?: boolean
+  productSequence?: boolean
   cwLastUpdated?: boolean
   createdAt?: boolean
   updatedAt?: boolean
 }
 
-export type OpportunityOmit<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetOmit<"id" | "cwOpportunityId" | "name" | "notes" | "typeName" | "typeCwId" | "stageName" | "stageCwId" | "statusName" | "statusCwId" | "priorityName" | "priorityCwId" | "ratingName" | "ratingCwId" | "source" | "campaignName" | "campaignCwId" | "primarySalesRepName" | "primarySalesRepIdentifier" | "primarySalesRepCwId" | "secondarySalesRepName" | "secondarySalesRepIdentifier" | "secondarySalesRepCwId" | "companyCwId" | "companyName" | "contactCwId" | "contactName" | "siteCwId" | "siteName" | "customerPO" | "totalSalesTax" | "locationName" | "locationCwId" | "departmentName" | "departmentCwId" | "expectedCloseDate" | "pipelineChangeDate" | "dateBecameLead" | "closedDate" | "closedFlag" | "closedByName" | "closedByCwId" | "companyId" | "cwLastUpdated" | "createdAt" | "updatedAt", ExtArgs["result"]["opportunity"]>
+export type OpportunityOmit<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetOmit<"id" | "cwOpportunityId" | "name" | "notes" | "typeName" | "typeCwId" | "stageName" | "stageCwId" | "statusName" | "statusCwId" | "priorityName" | "priorityCwId" | "ratingName" | "ratingCwId" | "source" | "campaignName" | "campaignCwId" | "primarySalesRepName" | "primarySalesRepIdentifier" | "primarySalesRepCwId" | "secondarySalesRepName" | "secondarySalesRepIdentifier" | "secondarySalesRepCwId" | "companyCwId" | "companyName" | "contactCwId" | "contactName" | "siteCwId" | "siteName" | "customerPO" | "totalSalesTax" | "probability" | "locationName" | "locationCwId" | "departmentName" | "departmentCwId" | "expectedCloseDate" | "pipelineChangeDate" | "dateBecameLead" | "closedDate" | "closedFlag" | "closedByName" | "closedByCwId" | "companyId" | "productSequence" | "cwLastUpdated" | "createdAt" | "updatedAt", ExtArgs["result"]["opportunity"]>
 export type OpportunityInclude<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  generatedQuotes?: boolean | Prisma.Opportunity$generatedQuotesArgs<ExtArgs>
   company?: boolean | Prisma.Opportunity$companyArgs<ExtArgs>
+  _count?: boolean | Prisma.OpportunityCountOutputTypeDefaultArgs<ExtArgs>
 }
 export type OpportunityIncludeCreateManyAndReturn<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
   company?: boolean | Prisma.Opportunity$companyArgs<ExtArgs>
@@ -1976,6 +2348,7 @@ export type OpportunityIncludeUpdateManyAndReturn<ExtArgs extends runtime.Types.
 export type $OpportunityPayload<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
   name: "Opportunity"
   objects: {
+    generatedQuotes: Prisma.$GeneratedQuotesPayload<ExtArgs>[]
     company: Prisma.$CompanyPayload<ExtArgs> | null
   }
   scalars: runtime.Types.Extensions.GetPayloadResult<{
@@ -2010,6 +2383,7 @@ export type $OpportunityPayload<ExtArgs extends runtime.Types.Extensions.Interna
     siteName: string | null
     customerPO: string | null
     totalSalesTax: number
+    probability: number
     locationName: string | null
     locationCwId: number | null
     departmentName: string | null
@@ -2022,6 +2396,7 @@ export type $OpportunityPayload<ExtArgs extends runtime.Types.Extensions.Interna
     closedByName: string | null
     closedByCwId: number | null
     companyId: string | null
+    productSequence: number[]
     cwLastUpdated: Date | null
     createdAt: Date
     updatedAt: Date
@@ -2419,6 +2794,7 @@ readonly fields: OpportunityFieldRefs;
  */
 export interface Prisma__OpportunityClient<T, Null = never, ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs, GlobalOmitOptions = {}> extends Prisma.PrismaPromise<T> {
   readonly [Symbol.toStringTag]: "PrismaPromise"
+  generatedQuotes<T extends Prisma.Opportunity$generatedQuotesArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Opportunity$generatedQuotesArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$GeneratedQuotesPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
   company<T extends Prisma.Opportunity$companyArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.Opportunity$companyArgs<ExtArgs>>): Prisma.Prisma__CompanyClient<runtime.Types.Result.GetResult<Prisma.$CompanyPayload<ExtArgs>, T, "findUniqueOrThrow", GlobalOmitOptions> | null, null, ExtArgs, GlobalOmitOptions>
   /**
    * Attaches callbacks for the resolution and/or rejection of the Promise.
@@ -2480,6 +2856,7 @@ export interface OpportunityFieldRefs {
   readonly siteName: Prisma.FieldRef<"Opportunity", 'String'>
   readonly customerPO: Prisma.FieldRef<"Opportunity", 'String'>
   readonly totalSalesTax: Prisma.FieldRef<"Opportunity", 'Float'>
+  readonly probability: Prisma.FieldRef<"Opportunity", 'Float'>
   readonly locationName: Prisma.FieldRef<"Opportunity", 'String'>
   readonly locationCwId: Prisma.FieldRef<"Opportunity", 'Int'>
   readonly departmentName: Prisma.FieldRef<"Opportunity", 'String'>
@@ -2492,6 +2869,7 @@ export interface OpportunityFieldRefs {
   readonly closedByName: Prisma.FieldRef<"Opportunity", 'String'>
   readonly closedByCwId: Prisma.FieldRef<"Opportunity", 'Int'>
   readonly companyId: Prisma.FieldRef<"Opportunity", 'String'>
+  readonly productSequence: Prisma.FieldRef<"Opportunity", 'Int[]'>
   readonly cwLastUpdated: Prisma.FieldRef<"Opportunity", 'DateTime'>
   readonly createdAt: Prisma.FieldRef<"Opportunity", 'DateTime'>
   readonly updatedAt: Prisma.FieldRef<"Opportunity", 'DateTime'>
@@ -2890,6 +3268,30 @@ export type OpportunityDeleteManyArgs<ExtArgs extends runtime.Types.Extensions.I
   limit?: number
 }
 
+/**
+ * Opportunity.generatedQuotes
+ */
+export type Opportunity$generatedQuotesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  /**
+   * Select specific fields to fetch from the GeneratedQuotes
+   */
+  select?: Prisma.GeneratedQuotesSelect<ExtArgs> | null
+  /**
+   * Omit specific fields from the GeneratedQuotes
+   */
+  omit?: Prisma.GeneratedQuotesOmit<ExtArgs> | null
+  /**
+   * Choose, which related nodes to fetch as well
+   */
+  include?: Prisma.GeneratedQuotesInclude<ExtArgs> | null
+  where?: Prisma.GeneratedQuotesWhereInput
+  orderBy?: Prisma.GeneratedQuotesOrderByWithRelationInput | Prisma.GeneratedQuotesOrderByWithRelationInput[]
+  cursor?: Prisma.GeneratedQuotesWhereUniqueInput
+  take?: number
+  skip?: number
+  distinct?: Prisma.GeneratedQuotesScalarFieldEnum | Prisma.GeneratedQuotesScalarFieldEnum[]
+}
+
 /**
  * Opportunity.company
  */

generated/prisma/models/User.ts

@@ -32,6 +32,7 @@ export type UserMinAggregateOutputType = {
   email: string | null
   emailVerified: Date | null
   image: string | null
+  cwIdentifier: string | null
   userId: string | null
   token: string | null
   createdAt: Date | null
@@ -46,6 +47,7 @@ export type UserMaxAggregateOutputType = {
   email: string | null
   emailVerified: Date | null
   image: string | null
+  cwIdentifier: string | null
   userId: string | null
   token: string | null
   createdAt: Date | null
@@ -60,6 +62,7 @@ export type UserCountAggregateOutputType = {
   email: number
   emailVerified: number
   image: number
+  cwIdentifier: number
   userId: number
   token: number
   createdAt: number
@@ -76,6 +79,7 @@ export type UserMinAggregateInputType = {
   email?: true
   emailVerified?: true
   image?: true
+  cwIdentifier?: true
   userId?: true
   token?: true
   createdAt?: true
@@ -90,6 +94,7 @@ export type UserMaxAggregateInputType = {
   email?: true
   emailVerified?: true
   image?: true
+  cwIdentifier?: true
   userId?: true
   token?: true
   createdAt?: true
@@ -104,6 +109,7 @@ export type UserCountAggregateInputType = {
   email?: true
   emailVerified?: true
   image?: true
+  cwIdentifier?: true
   userId?: true
   token?: true
   createdAt?: true
@@ -191,6 +197,7 @@ export type UserGroupByOutputType = {
   email: string
   emailVerified: Date | null
   image: string | null
+  cwIdentifier: string | null
   userId: string
   token: string | null
   createdAt: Date
@@ -226,12 +233,14 @@ export type UserWhereInput = {
   email?: Prisma.StringFilter<"User"> | string
   emailVerified?: Prisma.DateTimeNullableFilter<"User"> | Date | string | null
   image?: Prisma.StringNullableFilter<"User"> | string | null
+  cwIdentifier?: Prisma.StringNullableFilter<"User"> | string | null
   userId?: Prisma.StringFilter<"User"> | string
   token?: Prisma.StringNullableFilter<"User"> | string | null
   createdAt?: Prisma.DateTimeFilter<"User"> | Date | string
   updatedAt?: Prisma.DateTimeFilter<"User"> | Date | string
   roles?: Prisma.RoleListRelationFilter
   sessions?: Prisma.SessionListRelationFilter
+  generatedQuotes?: Prisma.GeneratedQuotesListRelationFilter
 }
 
 export type UserOrderByWithRelationInput = {
@@ -242,12 +251,14 @@ export type UserOrderByWithRelationInput = {
   email?: Prisma.SortOrder
   emailVerified?: Prisma.SortOrderInput | Prisma.SortOrder
   image?: Prisma.SortOrderInput | Prisma.SortOrder
+  cwIdentifier?: Prisma.SortOrderInput | Prisma.SortOrder
   userId?: Prisma.SortOrder
   token?: Prisma.SortOrderInput | Prisma.SortOrder
   createdAt?: Prisma.SortOrder
   updatedAt?: Prisma.SortOrder
   roles?: Prisma.RoleOrderByRelationAggregateInput
   sessions?: Prisma.SessionOrderByRelationAggregateInput
+  generatedQuotes?: Prisma.GeneratedQuotesOrderByRelationAggregateInput
 }
 
 export type UserWhereUniqueInput = Prisma.AtLeast<{
@@ -262,11 +273,13 @@ export type UserWhereUniqueInput = Prisma.AtLeast<{
   name?: Prisma.StringNullableFilter<"User"> | string | null
   emailVerified?: Prisma.DateTimeNullableFilter<"User"> | Date | string | null
   image?: Prisma.StringNullableFilter<"User"> | string | null
+  cwIdentifier?: Prisma.StringNullableFilter<"User"> | string | null
   token?: Prisma.StringNullableFilter<"User"> | string | null
   createdAt?: Prisma.DateTimeFilter<"User"> | Date | string
   updatedAt?: Prisma.DateTimeFilter<"User"> | Date | string
   roles?: Prisma.RoleListRelationFilter
   sessions?: Prisma.SessionListRelationFilter
+  generatedQuotes?: Prisma.GeneratedQuotesListRelationFilter
 }, "id" | "login" | "email" | "userId">
 
 export type UserOrderByWithAggregationInput = {
@@ -277,6 +290,7 @@ export type UserOrderByWithAggregationInput = {
   email?: Prisma.SortOrder
   emailVerified?: Prisma.SortOrderInput | Prisma.SortOrder
   image?: Prisma.SortOrderInput | Prisma.SortOrder
+  cwIdentifier?: Prisma.SortOrderInput | Prisma.SortOrder
   userId?: Prisma.SortOrder
   token?: Prisma.SortOrderInput | Prisma.SortOrder
   createdAt?: Prisma.SortOrder
@@ -297,6 +311,7 @@ export type UserScalarWhereWithAggregatesInput = {
   email?: Prisma.StringWithAggregatesFilter<"User"> | string
   emailVerified?: Prisma.DateTimeNullableWithAggregatesFilter<"User"> | Date | string | null
   image?: Prisma.StringNullableWithAggregatesFilter<"User"> | string | null
+  cwIdentifier?: Prisma.StringNullableWithAggregatesFilter<"User"> | string | null
   userId?: Prisma.StringWithAggregatesFilter<"User"> | string
   token?: Prisma.StringNullableWithAggregatesFilter<"User"> | string | null
   createdAt?: Prisma.DateTimeWithAggregatesFilter<"User"> | Date | string
@@ -311,12 +326,14 @@ export type UserCreateInput = {
   email: string
   emailVerified?: Date | string | null
   image?: string | null
+  cwIdentifier?: string | null
   userId: string
   token?: string | null
   createdAt?: Date | string
   updatedAt?: Date | string
   roles?: Prisma.RoleCreateNestedManyWithoutUsersInput
   sessions?: Prisma.SessionCreateNestedManyWithoutUserInput
+  generatedQuotes?: Prisma.GeneratedQuotesCreateNestedManyWithoutCreatedByInput
 }
 
 export type UserUncheckedCreateInput = {
@@ -327,12 +344,14 @@ export type UserUncheckedCreateInput = {
   email: string
   emailVerified?: Date | string | null
   image?: string | null
+  cwIdentifier?: string | null
   userId: string
   token?: string | null
   createdAt?: Date | string
   updatedAt?: Date | string
   roles?: Prisma.RoleUncheckedCreateNestedManyWithoutUsersInput
   sessions?: Prisma.SessionUncheckedCreateNestedManyWithoutUserInput
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedCreateNestedManyWithoutCreatedByInput
 }
 
 export type UserUpdateInput = {
@@ -343,12 +362,14 @@ export type UserUpdateInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   roles?: Prisma.RoleUpdateManyWithoutUsersNestedInput
   sessions?: Prisma.SessionUpdateManyWithoutUserNestedInput
+  generatedQuotes?: Prisma.GeneratedQuotesUpdateManyWithoutCreatedByNestedInput
 }
 
 export type UserUncheckedUpdateInput = {
@@ -359,12 +380,14 @@ export type UserUncheckedUpdateInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   roles?: Prisma.RoleUncheckedUpdateManyWithoutUsersNestedInput
   sessions?: Prisma.SessionUncheckedUpdateManyWithoutUserNestedInput
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedUpdateManyWithoutCreatedByNestedInput
 }
 
 export type UserCreateManyInput = {
@@ -375,6 +398,7 @@ export type UserCreateManyInput = {
   email: string
   emailVerified?: Date | string | null
   image?: string | null
+  cwIdentifier?: string | null
   userId: string
   token?: string | null
   createdAt?: Date | string
@@ -389,6 +413,7 @@ export type UserUpdateManyMutationInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
@@ -403,6 +428,7 @@ export type UserUncheckedUpdateManyInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
@@ -422,6 +448,7 @@ export type UserCountOrderByAggregateInput = {
   email?: Prisma.SortOrder
   emailVerified?: Prisma.SortOrder
   image?: Prisma.SortOrder
+  cwIdentifier?: Prisma.SortOrder
   userId?: Prisma.SortOrder
   token?: Prisma.SortOrder
   createdAt?: Prisma.SortOrder
@@ -436,6 +463,7 @@ export type UserMaxOrderByAggregateInput = {
   email?: Prisma.SortOrder
   emailVerified?: Prisma.SortOrder
   image?: Prisma.SortOrder
+  cwIdentifier?: Prisma.SortOrder
   userId?: Prisma.SortOrder
   token?: Prisma.SortOrder
   createdAt?: Prisma.SortOrder
@@ -450,6 +478,7 @@ export type UserMinOrderByAggregateInput = {
   email?: Prisma.SortOrder
   emailVerified?: Prisma.SortOrder
   image?: Prisma.SortOrder
+  cwIdentifier?: Prisma.SortOrder
   userId?: Prisma.SortOrder
   token?: Prisma.SortOrder
   createdAt?: Prisma.SortOrder
@@ -466,6 +495,11 @@ export type UserOrderByRelationAggregateInput = {
   _count?: Prisma.SortOrder
 }
 
+export type UserNullableScalarRelationFilter = {
+  is?: Prisma.UserWhereInput | null
+  isNot?: Prisma.UserWhereInput | null
+}
+
 export type UserCreateNestedOneWithoutSessionsInput = {
   create?: Prisma.XOR<Prisma.UserCreateWithoutSessionsInput, Prisma.UserUncheckedCreateWithoutSessionsInput>
   connectOrCreate?: Prisma.UserCreateOrConnectWithoutSessionsInput
@@ -522,6 +556,22 @@ export type UserUncheckedUpdateManyWithoutRolesNestedInput = {
   deleteMany?: Prisma.UserScalarWhereInput | Prisma.UserScalarWhereInput[]
 }
 
+export type UserCreateNestedOneWithoutGeneratedQuotesInput = {
+  create?: Prisma.XOR<Prisma.UserCreateWithoutGeneratedQuotesInput, Prisma.UserUncheckedCreateWithoutGeneratedQuotesInput>
+  connectOrCreate?: Prisma.UserCreateOrConnectWithoutGeneratedQuotesInput
+  connect?: Prisma.UserWhereUniqueInput
+}
+
+export type UserUpdateOneWithoutGeneratedQuotesNestedInput = {
+  create?: Prisma.XOR<Prisma.UserCreateWithoutGeneratedQuotesInput, Prisma.UserUncheckedCreateWithoutGeneratedQuotesInput>
+  connectOrCreate?: Prisma.UserCreateOrConnectWithoutGeneratedQuotesInput
+  upsert?: Prisma.UserUpsertWithoutGeneratedQuotesInput
+  disconnect?: Prisma.UserWhereInput | boolean
+  delete?: Prisma.UserWhereInput | boolean
+  connect?: Prisma.UserWhereUniqueInput
+  update?: Prisma.XOR<Prisma.XOR<Prisma.UserUpdateToOneWithWhereWithoutGeneratedQuotesInput, Prisma.UserUpdateWithoutGeneratedQuotesInput>, Prisma.UserUncheckedUpdateWithoutGeneratedQuotesInput>
+}
+
 export type UserCreateWithoutSessionsInput = {
   id?: string
   permissions?: string | null
@@ -530,11 +580,13 @@ export type UserCreateWithoutSessionsInput = {
   email: string
   emailVerified?: Date | string | null
   image?: string | null
+  cwIdentifier?: string | null
   userId: string
   token?: string | null
   createdAt?: Date | string
   updatedAt?: Date | string
   roles?: Prisma.RoleCreateNestedManyWithoutUsersInput
+  generatedQuotes?: Prisma.GeneratedQuotesCreateNestedManyWithoutCreatedByInput
 }
 
 export type UserUncheckedCreateWithoutSessionsInput = {
@@ -545,11 +597,13 @@ export type UserUncheckedCreateWithoutSessionsInput = {
   email: string
   emailVerified?: Date | string | null
   image?: string | null
+  cwIdentifier?: string | null
   userId: string
   token?: string | null
   createdAt?: Date | string
   updatedAt?: Date | string
   roles?: Prisma.RoleUncheckedCreateNestedManyWithoutUsersInput
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedCreateNestedManyWithoutCreatedByInput
 }
 
 export type UserCreateOrConnectWithoutSessionsInput = {
@@ -576,11 +630,13 @@ export type UserUpdateWithoutSessionsInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   roles?: Prisma.RoleUpdateManyWithoutUsersNestedInput
+  generatedQuotes?: Prisma.GeneratedQuotesUpdateManyWithoutCreatedByNestedInput
 }
 
 export type UserUncheckedUpdateWithoutSessionsInput = {
@@ -591,11 +647,13 @@ export type UserUncheckedUpdateWithoutSessionsInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   roles?: Prisma.RoleUncheckedUpdateManyWithoutUsersNestedInput
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedUpdateManyWithoutCreatedByNestedInput
 }
 
 export type UserCreateWithoutRolesInput = {
@@ -606,11 +664,13 @@ export type UserCreateWithoutRolesInput = {
   email: string
   emailVerified?: Date | string | null
   image?: string | null
+  cwIdentifier?: string | null
   userId: string
   token?: string | null
   createdAt?: Date | string
   updatedAt?: Date | string
   sessions?: Prisma.SessionCreateNestedManyWithoutUserInput
+  generatedQuotes?: Prisma.GeneratedQuotesCreateNestedManyWithoutCreatedByInput
 }
 
 export type UserUncheckedCreateWithoutRolesInput = {
@@ -621,11 +681,13 @@ export type UserUncheckedCreateWithoutRolesInput = {
   email: string
   emailVerified?: Date | string | null
   image?: string | null
+  cwIdentifier?: string | null
   userId: string
   token?: string | null
   createdAt?: Date | string
   updatedAt?: Date | string
   sessions?: Prisma.SessionUncheckedCreateNestedManyWithoutUserInput
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedCreateNestedManyWithoutCreatedByInput
 }
 
 export type UserCreateOrConnectWithoutRolesInput = {
@@ -660,12 +722,97 @@ export type UserScalarWhereInput = {
   email?: Prisma.StringFilter<"User"> | string
   emailVerified?: Prisma.DateTimeNullableFilter<"User"> | Date | string | null
   image?: Prisma.StringNullableFilter<"User"> | string | null
+  cwIdentifier?: Prisma.StringNullableFilter<"User"> | string | null
   userId?: Prisma.StringFilter<"User"> | string
   token?: Prisma.StringNullableFilter<"User"> | string | null
   createdAt?: Prisma.DateTimeFilter<"User"> | Date | string
   updatedAt?: Prisma.DateTimeFilter<"User"> | Date | string
 }
 
+export type UserCreateWithoutGeneratedQuotesInput = {
+  id?: string
+  permissions?: string | null
+  login: string
+  name?: string | null
+  email: string
+  emailVerified?: Date | string | null
+  image?: string | null
+  cwIdentifier?: string | null
+  userId: string
+  token?: string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+  roles?: Prisma.RoleCreateNestedManyWithoutUsersInput
+  sessions?: Prisma.SessionCreateNestedManyWithoutUserInput
+}
+
+export type UserUncheckedCreateWithoutGeneratedQuotesInput = {
+  id?: string
+  permissions?: string | null
+  login: string
+  name?: string | null
+  email: string
+  emailVerified?: Date | string | null
+  image?: string | null
+  cwIdentifier?: string | null
+  userId: string
+  token?: string | null
+  createdAt?: Date | string
+  updatedAt?: Date | string
+  roles?: Prisma.RoleUncheckedCreateNestedManyWithoutUsersInput
+  sessions?: Prisma.SessionUncheckedCreateNestedManyWithoutUserInput
+}
+
+export type UserCreateOrConnectWithoutGeneratedQuotesInput = {
+  where: Prisma.UserWhereUniqueInput
+  create: Prisma.XOR<Prisma.UserCreateWithoutGeneratedQuotesInput, Prisma.UserUncheckedCreateWithoutGeneratedQuotesInput>
+}
+
+export type UserUpsertWithoutGeneratedQuotesInput = {
+  update: Prisma.XOR<Prisma.UserUpdateWithoutGeneratedQuotesInput, Prisma.UserUncheckedUpdateWithoutGeneratedQuotesInput>
+  create: Prisma.XOR<Prisma.UserCreateWithoutGeneratedQuotesInput, Prisma.UserUncheckedCreateWithoutGeneratedQuotesInput>
+  where?: Prisma.UserWhereInput
+}
+
+export type UserUpdateToOneWithWhereWithoutGeneratedQuotesInput = {
+  where?: Prisma.UserWhereInput
+  data: Prisma.XOR<Prisma.UserUpdateWithoutGeneratedQuotesInput, Prisma.UserUncheckedUpdateWithoutGeneratedQuotesInput>
+}
+
+export type UserUpdateWithoutGeneratedQuotesInput = {
+  id?: Prisma.StringFieldUpdateOperationsInput | string
+  permissions?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  login?: Prisma.StringFieldUpdateOperationsInput | string
+  name?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  email?: Prisma.StringFieldUpdateOperationsInput | string
+  emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  userId?: Prisma.StringFieldUpdateOperationsInput | string
+  token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  roles?: Prisma.RoleUpdateManyWithoutUsersNestedInput
+  sessions?: Prisma.SessionUpdateManyWithoutUserNestedInput
+}
+
+export type UserUncheckedUpdateWithoutGeneratedQuotesInput = {
+  id?: Prisma.StringFieldUpdateOperationsInput | string
+  permissions?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  login?: Prisma.StringFieldUpdateOperationsInput | string
+  name?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  email?: Prisma.StringFieldUpdateOperationsInput | string
+  emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
+  image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  userId?: Prisma.StringFieldUpdateOperationsInput | string
+  token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
+  roles?: Prisma.RoleUncheckedUpdateManyWithoutUsersNestedInput
+  sessions?: Prisma.SessionUncheckedUpdateManyWithoutUserNestedInput
+}
+
 export type UserUpdateWithoutRolesInput = {
   id?: Prisma.StringFieldUpdateOperationsInput | string
   permissions?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
@@ -674,11 +821,13 @@ export type UserUpdateWithoutRolesInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   sessions?: Prisma.SessionUpdateManyWithoutUserNestedInput
+  generatedQuotes?: Prisma.GeneratedQuotesUpdateManyWithoutCreatedByNestedInput
 }
 
 export type UserUncheckedUpdateWithoutRolesInput = {
@@ -689,11 +838,13 @@ export type UserUncheckedUpdateWithoutRolesInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   updatedAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
   sessions?: Prisma.SessionUncheckedUpdateManyWithoutUserNestedInput
+  generatedQuotes?: Prisma.GeneratedQuotesUncheckedUpdateManyWithoutCreatedByNestedInput
 }
 
 export type UserUncheckedUpdateManyWithoutRolesInput = {
@@ -704,6 +855,7 @@ export type UserUncheckedUpdateManyWithoutRolesInput = {
   email?: Prisma.StringFieldUpdateOperationsInput | string
   emailVerified?: Prisma.NullableDateTimeFieldUpdateOperationsInput | Date | string | null
   image?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
+  cwIdentifier?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   userId?: Prisma.StringFieldUpdateOperationsInput | string
   token?: Prisma.NullableStringFieldUpdateOperationsInput | string | null
   createdAt?: Prisma.DateTimeFieldUpdateOperationsInput | Date | string
@@ -718,11 +870,13 @@ export type UserUncheckedUpdateManyWithoutRolesInput = {
 export type UserCountOutputType = {
   roles: number
   sessions: number
+  generatedQuotes: number
 }
 
 export type UserCountOutputTypeSelect<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
   roles?: boolean | UserCountOutputTypeCountRolesArgs
   sessions?: boolean | UserCountOutputTypeCountSessionsArgs
+  generatedQuotes?: boolean | UserCountOutputTypeCountGeneratedQuotesArgs
 }
 
 /**
@@ -749,6 +903,13 @@ export type UserCountOutputTypeCountSessionsArgs<ExtArgs extends runtime.Types.E
   where?: Prisma.SessionWhereInput
 }
 
+/**
+ * UserCountOutputType without action
+ */
+export type UserCountOutputTypeCountGeneratedQuotesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  where?: Prisma.GeneratedQuotesWhereInput
+}
+
 
 export type UserSelect<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetSelect<{
   id?: boolean
@@ -758,12 +919,14 @@ export type UserSelect<ExtArgs extends runtime.Types.Extensions.InternalArgs = r
   email?: boolean
   emailVerified?: boolean
   image?: boolean
+  cwIdentifier?: boolean
   userId?: boolean
   token?: boolean
   createdAt?: boolean
   updatedAt?: boolean
   roles?: boolean | Prisma.User$rolesArgs<ExtArgs>
   sessions?: boolean | Prisma.User$sessionsArgs<ExtArgs>
+  generatedQuotes?: boolean | Prisma.User$generatedQuotesArgs<ExtArgs>
   _count?: boolean | Prisma.UserCountOutputTypeDefaultArgs<ExtArgs>
 }, ExtArgs["result"]["user"]>
 
@@ -775,6 +938,7 @@ export type UserSelectCreateManyAndReturn<ExtArgs extends runtime.Types.Extensio
   email?: boolean
   emailVerified?: boolean
   image?: boolean
+  cwIdentifier?: boolean
   userId?: boolean
   token?: boolean
   createdAt?: boolean
@@ -789,6 +953,7 @@ export type UserSelectUpdateManyAndReturn<ExtArgs extends runtime.Types.Extensio
   email?: boolean
   emailVerified?: boolean
   image?: boolean
+  cwIdentifier?: boolean
   userId?: boolean
   token?: boolean
   createdAt?: boolean
@@ -803,16 +968,18 @@ export type UserSelectScalar = {
   email?: boolean
   emailVerified?: boolean
   image?: boolean
+  cwIdentifier?: boolean
   userId?: boolean
   token?: boolean
   createdAt?: boolean
   updatedAt?: boolean
 }
 
-export type UserOmit<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetOmit<"id" | "permissions" | "login" | "name" | "email" | "emailVerified" | "image" | "userId" | "token" | "createdAt" | "updatedAt", ExtArgs["result"]["user"]>
+export type UserOmit<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = runtime.Types.Extensions.GetOmit<"id" | "permissions" | "login" | "name" | "email" | "emailVerified" | "image" | "cwIdentifier" | "userId" | "token" | "createdAt" | "updatedAt", ExtArgs["result"]["user"]>
 export type UserInclude<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
   roles?: boolean | Prisma.User$rolesArgs<ExtArgs>
   sessions?: boolean | Prisma.User$sessionsArgs<ExtArgs>
+  generatedQuotes?: boolean | Prisma.User$generatedQuotesArgs<ExtArgs>
   _count?: boolean | Prisma.UserCountOutputTypeDefaultArgs<ExtArgs>
 }
 export type UserIncludeCreateManyAndReturn<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {}
@@ -823,6 +990,7 @@ export type $UserPayload<ExtArgs extends runtime.Types.Extensions.InternalArgs =
   objects: {
     roles: Prisma.$RolePayload<ExtArgs>[]
     sessions: Prisma.$SessionPayload<ExtArgs>[]
+    generatedQuotes: Prisma.$GeneratedQuotesPayload<ExtArgs>[]
   }
   scalars: runtime.Types.Extensions.GetPayloadResult<{
     id: string
@@ -832,6 +1000,7 @@ export type $UserPayload<ExtArgs extends runtime.Types.Extensions.InternalArgs =
     email: string
     emailVerified: Date | null
     image: string | null
+    cwIdentifier: string | null
     userId: string
     token: string | null
     createdAt: Date
@@ -1232,6 +1401,7 @@ export interface Prisma__UserClient<T, Null = never, ExtArgs extends runtime.Typ
   readonly [Symbol.toStringTag]: "PrismaPromise"
   roles<T extends Prisma.User$rolesArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.User$rolesArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$RolePayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
   sessions<T extends Prisma.User$sessionsArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.User$sessionsArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$SessionPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
+  generatedQuotes<T extends Prisma.User$generatedQuotesArgs<ExtArgs> = {}>(args?: Prisma.Subset<T, Prisma.User$generatedQuotesArgs<ExtArgs>>): Prisma.PrismaPromise<runtime.Types.Result.GetResult<Prisma.$GeneratedQuotesPayload<ExtArgs>, T, "findMany", GlobalOmitOptions> | Null>
   /**
    * Attaches callbacks for the resolution and/or rejection of the Promise.
    * @param onfulfilled The callback to execute when the Promise is resolved.
@@ -1268,6 +1438,7 @@ export interface UserFieldRefs {
   readonly email: Prisma.FieldRef<"User", 'String'>
   readonly emailVerified: Prisma.FieldRef<"User", 'DateTime'>
   readonly image: Prisma.FieldRef<"User", 'String'>
+  readonly cwIdentifier: Prisma.FieldRef<"User", 'String'>
   readonly userId: Prisma.FieldRef<"User", 'String'>
   readonly token: Prisma.FieldRef<"User", 'String'>
   readonly createdAt: Prisma.FieldRef<"User", 'DateTime'>
@@ -1707,6 +1878,30 @@ export type User$sessionsArgs<ExtArgs extends runtime.Types.Extensions.InternalA
   distinct?: Prisma.SessionScalarFieldEnum | Prisma.SessionScalarFieldEnum[]
 }
 
+/**
+ * User.generatedQuotes
+ */
+export type User$generatedQuotesArgs<ExtArgs extends runtime.Types.Extensions.InternalArgs = runtime.Types.Extensions.DefaultArgs> = {
+  /**
+   * Select specific fields to fetch from the GeneratedQuotes
+   */
+  select?: Prisma.GeneratedQuotesSelect<ExtArgs> | null
+  /**
+   * Omit specific fields from the GeneratedQuotes
+   */
+  omit?: Prisma.GeneratedQuotesOmit<ExtArgs> | null
+  /**
+   * Choose, which related nodes to fetch as well
+   */
+  include?: Prisma.GeneratedQuotesInclude<ExtArgs> | null
+  where?: Prisma.GeneratedQuotesWhereInput
+  orderBy?: Prisma.GeneratedQuotesOrderByWithRelationInput | Prisma.GeneratedQuotesOrderByWithRelationInput[]
+  cursor?: Prisma.GeneratedQuotesWhereUniqueInput
+  take?: number
+  skip?: number
+  distinct?: Prisma.GeneratedQuotesScalarFieldEnum | Prisma.GeneratedQuotesScalarFieldEnum[]
+}
+
 /**
  * User without action
  */

package.json

@@ -19,6 +19,7 @@
   },
   "scripts": {
     "dev": "NODE_ENV=development bun --watch src/index.ts",
+    "dev:log": "LOG_CW_API=1 NODE_ENV=development bun --watch src/index.ts",
     "test": "bun test --preload ./tests/setup.ts",
     "db:gen": "prisma generate",
     "db:push": "prisma migrate dev --skip-generate",
@@ -27,6 +28,9 @@
     "utils:gen_private_keys": "bun ./utils/genPrivateKeys",
     "utils:create_admin_role": "bun ./utils/createAdminRole",
     "utils:assign_user_role": "bun ./utils/assignUserRole",
+    "utils:test_webserver": "bun ./utils/testWebserver.ts",
+    "utils:test_adjustments_poll": "bun ./utils/testAdjustmentsPoll.ts",
+    "utils:analyze_cw": "python3 debug-scripts/analyze-cw-calls.py",
     "db:check": "bunx prisma migrate diff --from-migrations prisma/migrations --to-schema prisma/schema.prisma --shadow-database-url $DATABASE_URL --exit-code"
   },
   "dependencies": {
@@ -41,8 +45,11 @@
     "cors": "^2.8.6",
     "cuid": "^3.0.0",
     "hono": "^4.11.5",
+    "ioredis": "^5.10.0",
     "jsonwebtoken": "^9.0.3",
     "keypair": "^1.0.4",
+    "pdf-lib": "^1.17.1",
+    "pdfmake": "^0.3.5",
     "prisma": "^7.3.0",
     "socket.io": "^4.8.3",
     "zod": "^4.3.6",

prisma/migrate-entrypoint.sh

@@ -1,23 +1,23 @@
 #!/bin/sh
 set -e
 
-# Generate diff SQL between current migrations and the Prisma schema
+# ---------------------------------------------------------------------------
-DIFF_SQL=$(bunx prisma migrate diff \
+# 1. Resolve any previously failed migrations so deploy can proceed.
-  --from-migrations prisma/migrations \
+#    Only migrations explicitly marked as "Failed" in the status output are
-  --to-schema-datamodel prisma/schema.prisma \
+#    resolved. We grep for lines containing "Failed" and extract the name.
-  --script 2>/dev/null || true)
+# ---------------------------------------------------------------------------
+echo "[migrate] Checking for failed migrations..."
+STATUS_OUTPUT=$(bunx prisma migrate status 2>&1 || true)
+echo "$STATUS_OUTPUT"
 
-# If there's a meaningful diff (not just empty/comments), create a migration
+# Only resolve migrations whose status line explicitly says "Failed"
-if [ -n "$DIFF_SQL" ] && echo "$DIFF_SQL" | grep -qvE '^\s*$|^--'; then
+echo "$STATUS_OUTPUT" | grep -i "failed" | grep -oE '[0-9]{14}_[a-zA-Z_]+' | while read -r MIGRATION; do
-  TIMESTAMP=$(date -u +"%Y%m%d%H%M%S")
+  echo "[migrate] Resolving failed migration: $MIGRATION"
-  MIGRATION_DIR="prisma/migrations/${TIMESTAMP}_auto_generated"
+  bunx prisma migrate resolve --rolled-back "$MIGRATION" || true
-  mkdir -p "$MIGRATION_DIR"
+done
-  echo "$DIFF_SQL" > "$MIGRATION_DIR/migration.sql"
-  echo "[migrate] Created migration: $MIGRATION_DIR"
-else
-  echo "[migrate] Schema and migrations are in sync — no migration needed."
-fi
 
-# Deploy all pending migrations
+# ---------------------------------------------------------------------------
+# 2. Deploy all pending migrations from the migrations directory.
+# ---------------------------------------------------------------------------
 echo "[migrate] Running prisma migrate deploy..."
 bunx prisma migrate deploy

prisma/migrations/20260228000000_add_catalog_item_identifier/migration.sql

@@ -0,0 +1,5 @@
+-- AlterTable
+ALTER TABLE "CatalogItem" ADD COLUMN "identifier" TEXT;
+
+-- CreateIndex
+CREATE UNIQUE INDEX "CatalogItem_identifier_key" ON "CatalogItem"("identifier");

prisma/migrations/20260302000000_add_missing_columns/migration.sql

@@ -0,0 +1,11 @@
+-- AlterTable: User
+ALTER TABLE "User" ADD COLUMN "cwIdentifier" TEXT;
+
+-- AlterTable: CatalogItem
+ALTER TABLE "CatalogItem" ADD COLUMN "category" TEXT;
+ALTER TABLE "CatalogItem" ADD COLUMN "categoryCwId" INTEGER;
+ALTER TABLE "CatalogItem" ADD COLUMN "subcategory" TEXT;
+ALTER TABLE "CatalogItem" ADD COLUMN "subcategoryCwId" INTEGER;
+
+-- AlterTable: Opportunity
+ALTER TABLE "Opportunity" ADD COLUMN "productSequence" INTEGER[] DEFAULT ARRAY[]::INTEGER[];

prisma/migrations/20260305012604_store_generated_pdf_bytes/migration.sql

@@ -0,0 +1,9 @@
+-- CreateTable
+CREATE TABLE "GeneratedQuotes" (
+    "id" TEXT NOT NULL,
+    "quoteFile" BYTEA NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GeneratedQuotes_pkey" PRIMARY KEY ("id")
+);

prisma/migrations/20260305013723_expand_generated_quotes_model/migration.sql

@@ -0,0 +1,19 @@
+/*
+  Warnings:
+
+  - Added the required column `opportunityId` to the `GeneratedQuotes` table without a default value. This is not possible if the table is not empty.
+  - Added the required column `quoteFileName` to the `GeneratedQuotes` table without a default value. This is not possible if the table is not empty.
+  - Added the required column `quoteRegenData` to the `GeneratedQuotes` table without a default value. This is not possible if the table is not empty.
+
+*/
+-- AlterTable
+ALTER TABLE "GeneratedQuotes" ADD COLUMN     "createdById" TEXT,
+ADD COLUMN     "opportunityId" TEXT NOT NULL,
+ADD COLUMN     "quoteFileName" TEXT NOT NULL,
+ADD COLUMN     "quoteRegenData" JSONB NOT NULL;
+
+-- AddForeignKey
+ALTER TABLE "GeneratedQuotes" ADD CONSTRAINT "GeneratedQuotes_opportunityId_fkey" FOREIGN KEY ("opportunityId") REFERENCES "Opportunity"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GeneratedQuotes" ADD CONSTRAINT "GeneratedQuotes_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;

prisma/migrations/20260307000000_add_opportunity_probability/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable: Opportunity
+ALTER TABLE "Opportunity" ADD COLUMN "probability" DOUBLE PRECISION NOT NULL DEFAULT 0;

prisma/migrations/20260307010000_add_missing_generated_quotes_columns/migration.sql

@@ -0,0 +1,10 @@
+-- AlterTable: GeneratedQuotes — add columns missing from prior db push
+ALTER TABLE "GeneratedQuotes" ADD COLUMN "quoteRegenParams" JSONB NOT NULL DEFAULT '{}';
+ALTER TABLE "GeneratedQuotes" ADD COLUMN "quoteRegenHash" TEXT NOT NULL DEFAULT '';
+ALTER TABLE "GeneratedQuotes" ADD COLUMN "downloads" JSONB NOT NULL DEFAULT '[]';
+
+-- AlterTable: GeneratedQuotes — set default on existing quoteRegenData column
+ALTER TABLE "GeneratedQuotes" ALTER COLUMN "quoteRegenData" SET DEFAULT '{}';
+
+-- CreateIndex
+CREATE UNIQUE INDEX "GeneratedQuotes_quoteRegenHash_key" ON "GeneratedQuotes"("quoteRegenHash");

prisma/schema.prisma

@@ -34,6 +34,8 @@ model User {
   emailVerified DateTime?
   image         String?
 
+  cwIdentifier String?
+
   userId String  @unique
   token  String?
 
@@ -41,6 +43,7 @@ model User {
 
   createdAt       DateTime          @default(now())
   updatedAt       DateTime          @updatedAt
+  generatedQuotes GeneratedQuotes[]
 }
 
 model Role {
@@ -95,6 +98,11 @@ model CatalogItem {
   linkedItems CatalogItem[] @relation("LinkedItems")
   linkedTo    CatalogItem[] @relation("LinkedItems")
 
+  category        String?
+  categoryCwId    Int?
+  subcategory     String?
+  subcategoryCwId Int?
+
   manufacturer    String?
   manufactureCwId Int?
 
@@ -123,6 +131,8 @@ model Opportunity {
   name            String
   notes           String?
 
+  generatedQuotes GeneratedQuotes[]
+
   // Stage / status / priority / type / rating stored as JSON references
   // so we don't need separate lookup tables for CW enums
   typeName     String?
@@ -158,6 +168,7 @@ model Opportunity {
 
   // Financials
   totalSalesTax Float @default(0)
+  probability   Float @default(0)
 
   // Location / department
   locationName   String?
@@ -178,6 +189,10 @@ model Opportunity {
   companyId String?
   company   Company? @relation(fields: [companyId], references: [id])
 
+  // Local product sequence — array of CW forecast item IDs in display order.
+  // When present, fetchProducts() uses this order instead of CW sequenceNumber.
+  productSequence Int[] @default([])
+
   cwLastUpdated DateTime?
 
   createdAt DateTime @default(now())
@@ -233,3 +248,25 @@ model Credential {
   createdAt DateTime @default(now())
   updatedAt DateTime @updatedAt
 }
+
+model GeneratedQuotes {
+  id String @id @default(uuid())
+
+  quoteRegenData   Json   @default("{}") // Store any additional data needed for quote regeneration, such as product details, pricing, etc.
+  quoteRegenParams Json   @default("{}") // Store parameters used for quote regeneration, such as template ID, formatting options, etc.
+  quoteRegenHash   String @unique @default("")
+
+  downloads Json @default("[]") // Array of download records with timestamp and user info
+
+  quoteFile     Bytes
+  quoteFileName String
+
+  opportunityId String
+  opportunity   Opportunity @relation(fields: [opportunityId], references: [id], onDelete: Cascade)
+
+  createdById String?
+  createdBy   User?   @relation(fields: [createdById], references: [id], onDelete: SetNull)
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+}

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

@@ -5,6 +5,7 @@ import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
 import GenericError from "../../../Errors/GenericError";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/company/companies/[id] */
 export default createRoute(
@@ -42,13 +43,20 @@ export default createRoute(
       }
     }
 
-    const response = apiResponse.successful(
+    const companyData = company.toJson({
-      "Company Fetched Successfully!",
-      company.toJson({
       includeAddress,
       includePrimaryContact,
       includeAllContacts,
-      }),
+    });
+    const gatedData = await processObjectValuePerms(
+      companyData,
+      "obj.company",
+      c.get("user"),
+    );
+
+    const response = apiResponse.successful(
+      "Company Fetched Successfully!",
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

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

@@ -4,6 +4,7 @@ import { companies } from "../../../managers/companies";
 import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/company/companies/:identifier/unifi/sites */
 export default createRoute(
@@ -12,9 +13,16 @@ export default createRoute(
   async (c) => {
     const company = await companies.fetch(c.req.param("identifier"));
     const sites = await unifiSites.fetchByCompany(company.id);
+
+    const gatedData = await Promise.all(
+      sites.map((site) =>
+        processObjectValuePerms(site, "obj.unifiSite", c.get("user")),
+      ),
+    );
+
     const response = apiResponse.successful(
       "Company UniFi Sites Fetched Successfully!",
-      sites,
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/companies/fetchAll.ts

@@ -4,6 +4,7 @@ import { companies } from "../../managers/companies";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/company/companies */
 export default createRoute(
@@ -22,9 +23,15 @@ export default createRoute(
       ? (await companies.search(search, 1, 999999)).length
       : await companies.count();
 
+    const gatedData = await Promise.all(
+      data.map((item) =>
+        processObjectValuePerms(item, "obj.company", c.get("user")),
+      ),
+    );
+
     let response = apiResponse.successful(
       "Companies Fetched Successfully!",
-      data,
+      gatedData,
       {
         pagination: {
           previousPage: page == 1 ? null : page - 1, // Previous Page

src/api/credential-types/fetch.ts

@@ -4,6 +4,7 @@ import { credentialTypes } from "../../managers/credentialTypes";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/credential-type/:identifier */
 export default createRoute(
@@ -15,9 +16,15 @@ export default createRoute(
       c.req.param("identifier"),
     );
 
+    const gatedData = await processObjectValuePerms(
+      credentialType.toJson({ includeCredentialCount: true }),
+      "obj.credentialType",
+      c.get("user"),
+    );
+
     const response = apiResponse.successful(
       "Credential Type Fetched Successfully!",
-      credentialType.toJson({ includeCredentialCount: true }),
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/credential-types/fetchAll.ts

@@ -4,6 +4,7 @@ import { credentialTypes } from "../../managers/credentialTypes";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/credential-type */
 export default createRoute(
@@ -13,11 +14,19 @@ export default createRoute(
   async (c) => {
     const allCredentialTypes = await credentialTypes.fetchAll();
 
+    const gatedData = await Promise.all(
+      allCredentialTypes.map((ct) =>
+        processObjectValuePerms(
+          ct.toJson({ includeCredentialCount: true }),
+          "obj.credentialType",
+          c.get("user"),
+        ),
+      ),
+    );
+
     const response = apiResponse.successful(
       "Credential Types Fetched Successfully!",
-      allCredentialTypes.map((ct) =>
+      gatedData,
-        ct.toJson({ includeCredentialCount: true }),
-      ),
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/credential-types/fetchCredentials.ts

@@ -4,6 +4,7 @@ import { credentialTypes } from "../../managers/credentialTypes";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/credential-type/:id/credentials */
 export default createRoute(
@@ -14,9 +15,15 @@ export default createRoute(
     const credentialType = await credentialTypes.fetch(c.req.param("id"));
     const credentials = await credentialType.fetchCredentials();
 
+    const gatedData = await Promise.all(
+      credentials.map((cred) =>
+        processObjectValuePerms(cred.toJson(), "obj.credential", c.get("user")),
+      ),
+    );
+
     const response = apiResponse.successful(
       "Credentials Fetched Successfully!",
-      credentials.map((cred) => cred.toJson()),
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/credentials/fetch.ts

@@ -4,6 +4,7 @@ import { credentials } from "../../managers/credentials";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/credential/:id */
 export default createRoute(
@@ -12,10 +13,15 @@ export default createRoute(
 
   async (c) => {
     const credential = await credentials.fetch(c.req.param("id"));
+    const gatedData = await processObjectValuePerms(
+      credential.toJson(),
+      "obj.credential",
+      c.get("user"),
+    );
 
     const response = apiResponse.successful(
       "Credential Fetched Successfully!",
-      credential.toJson(),
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/credentials/fetchByCompany.ts

@@ -4,6 +4,7 @@ import { credentials } from "../../managers/credentials";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/credential/company/:companyId */
 export default createRoute(
@@ -15,9 +16,15 @@ export default createRoute(
       c.req.param("companyId"),
     );
 
+    const gatedData = await Promise.all(
+      companyCredentials.map((cred) =>
+        processObjectValuePerms(cred.toJson(), "obj.credential", c.get("user")),
+      ),
+    );
+
     const response = apiResponse.successful(
       "Company Credentials Fetched Successfully!",
-      companyCredentials.map((cred) => cred.toJson()),
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/credentials/fetchSubCredentials.ts

@@ -3,6 +3,7 @@ import { credentials } from "../../managers/credentials";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/credential/credentials/:id/sub-credentials */
 export default createRoute(
@@ -17,9 +18,15 @@ export default createRoute(
 
     const subCredentials = await credentials.fetchSubCredentials(parentId);
 
+    const gatedData = await Promise.all(
+      subCredentials.map((sc) =>
+        processObjectValuePerms(sc.toJson(), "obj.credential", c.get("user")),
+      ),
+    );
+
     const response = apiResponse.successful(
       "Sub-Credentials Fetched Successfully!",
-      subCredentials.map((sc) => sc.toJson()),
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/cw/callback.ts

@@ -0,0 +1,164 @@
+import { createRoute } from "../../modules/api-utils/createRoute";
+import { apiResponse } from "../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { z } from "zod";
+import GenericError from "../../Errors/GenericError";
+
+type ParsedJson = Record<string, unknown> | unknown[];
+
+const callbackResource = z.enum([
+  "opportunity",
+  "ticket",
+  "company",
+  "activity",
+]);
+
+const safeParseJson = (value: string): ParsedJson | null => {
+  try {
+    const parsed = JSON.parse(value);
+    const isObject = typeof parsed === "object" && parsed !== null;
+
+    return isObject ? (parsed as ParsedJson) : null;
+  } catch {
+    return null;
+  }
+};
+
+const asObject = (value: ParsedJson | null): Record<string, unknown> | null => {
+  if (!value) return null;
+  if (Array.isArray(value)) return null;
+
+  return value;
+};
+
+const parseJsonStringFields = (
+  value: Record<string, unknown> | null,
+): Record<string, unknown> | null => {
+  if (!value) return null;
+
+  return Object.entries(value).reduce<Record<string, unknown>>(
+    (acc, [key, current]) => {
+      if (typeof current !== "string") {
+        acc[key] = current;
+
+        return acc;
+      }
+
+      const looksLikeJson = current.startsWith("{") || current.startsWith("[");
+      if (!looksLikeJson) {
+        acc[key] = current;
+
+        return acc;
+      }
+
+      const parsed = safeParseJson(current);
+      acc[key] = parsed ?? current;
+
+      return acc;
+    },
+    {},
+  );
+};
+
+const parseEntity = (value: unknown): ParsedJson | null => {
+  if (typeof value === "string") return safeParseJson(value);
+  if (typeof value !== "object" || value === null) return null;
+
+  return value as ParsedJson;
+};
+
+const buildSummary = (
+  resource: z.infer<typeof callbackResource>,
+  parsedBody: Record<string, unknown> | null,
+  parsedEntity: Record<string, unknown> | null,
+) => {
+  if (!parsedBody) return null;
+
+  return {
+    resource,
+    messageId: parsedBody.MessageId ?? null,
+    action: parsedBody.Action ?? null,
+    type: parsedBody.Type ?? null,
+    id: parsedBody.ID ?? null,
+    memberId: parsedBody.MemberId ?? null,
+    entityStatus:
+      parsedEntity?.StatusName ??
+      parsedEntity?.TicketStatus ??
+      parsedEntity?.Status ??
+      null,
+    entitySummary: parsedEntity?.Summary ?? parsedEntity?.CompanyName ?? null,
+    entityUpdatedBy: parsedEntity?.UpdatedBy ?? null,
+    entityLastUpdated:
+      parsedEntity?.LastUpdatedUTC ?? parsedEntity?.LastUpdated ?? null,
+  };
+};
+
+const parseHeaders = (headers: Headers): Record<string, string> =>
+  Object.fromEntries(headers.entries());
+
+const callbackHeaderSummary = (headers: Record<string, string>) => ({
+  contentType: headers["content-type"] ?? null,
+  userAgent: headers["user-agent"] ?? null,
+  host: headers.host ?? null,
+  forwardedFor: headers["x-forwarded-for"] ?? null,
+  callbackId:
+    headers["x-cw-request-id"] ??
+    headers["x-request-id"] ??
+    headers["x-correlation-id"] ??
+    null,
+});
+
+/* /v1/cw/callback/:resource */
+export default createRoute("post", ["/callback/:secret/:resource"], async (c) => {
+  const suppliedSecret = c.req.param("secret");
+  const expectedSecret = process.env.CW_CALLBACK_SECRET;
+
+  if (expectedSecret && suppliedSecret !== expectedSecret) {
+    throw new GenericError({
+      name: "Unauthorized",
+      message: "Invalid callback secret.",
+      cause: "Path secret mismatch",
+      status: 401,
+    });
+  }
+
+  if (!expectedSecret) {
+    console.warn(
+      "[cw-callback] CW_CALLBACK_SECRET is not configured; accepting path secret without verification",
+    );
+  }
+
+  const resource = callbackResource.parse(c.req.param("resource"));
+  const headers = parseHeaders(c.req.raw.headers);
+  const headerSummary = callbackHeaderSummary(headers);
+  const rawBody = await c.req.text();
+  const parsedJson = safeParseJson(rawBody);
+  const parsedBody = asObject(parsedJson);
+  const parsedBodyExpanded = parseJsonStringFields(parsedBody);
+  const parsedEntity = asObject(parseEntity(parsedBodyExpanded?.Entity));
+  const summary = buildSummary(resource, parsedBodyExpanded, parsedEntity);
+
+  const line = [
+    `[cw-callback] resource=${resource}`,
+    `action=${String(summary?.action ?? "-")}`,
+    `type=${String(summary?.type ?? "-")}`,
+    `id=${String(summary?.id ?? "-")}`,
+    `by=${String(summary?.entityUpdatedBy ?? summary?.memberId ?? "-")}`,
+    `requestId=${String(headerSummary.callbackId ?? "-")}`,
+    `status=${String(summary?.entityStatus ?? "-")}`,
+    `summary=${String(summary?.entitySummary ?? "-")}`,
+  ].join(" ");
+  console.log(line);
+
+  const response = apiResponse.successful("CW callback received.", {
+    resource,
+    secretValidated: Boolean(expectedSecret),
+    summary,
+    headers,
+    headerSummary,
+    bodyParsed: parsedBodyExpanded,
+    receivedAt: new Date().toISOString(),
+  });
+
+  return c.json(response, response.status as ContentfulStatusCode);
+});

src/api/cw/index.ts

@@ -0,0 +1,3 @@
+import { default as callback } from "./callback";
+
+export { callback };

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

@@ -3,6 +3,7 @@ import { procurement } from "../../../managers/procurement";
 import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/procurement/items/:identifier */
 export default createRoute(
@@ -14,9 +15,15 @@ export default createRoute(
 
     const item = await procurement.fetchItem(identifier);
 
+    const gatedData = await processObjectValuePerms(
+      item.toJson({ includeLinkedItems }),
+      "obj.catalogItem",
+      c.get("user"),
+    );
+
     const response = apiResponse.successful(
       "Catalog item fetched successfully!",
-      item.toJson({ includeLinkedItems }),
+      gatedData,
     );
 
     return c.json(response, response.status as ContentfulStatusCode);

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

@@ -3,6 +3,7 @@ import { procurement } from "../../../managers/procurement";
 import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/procurement/items/:identifier/linked */
 export default createRoute(
@@ -14,9 +15,15 @@ export default createRoute(
 
     const linkedItems = item.getLinkedItems().map((linked) => linked.toJson());
 
+    const gatedData = await Promise.all(
+      linkedItems.map((linked) =>
+        processObjectValuePerms(linked, "obj.catalogItem", c.get("user")),
+      ),
+    );
+
     const response = apiResponse.successful(
       "Linked catalog items fetched successfully!",
-      linkedItems,
+      gatedData,
     );
 
     return c.json(response, response.status as ContentfulStatusCode);

src/api/procurement/categories.ts

@@ -0,0 +1,26 @@
+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 {
+  serializeCategoryTree,
+  serializeEcosystemTree,
+} from "../../modules/catalog-categories/catalogCategories";
+
+/* /v1/procurement/categories */
+export default createRoute(
+  "get",
+  ["/categories"],
+  async (c) => {
+    const categories = serializeCategoryTree();
+    const ecosystems = serializeEcosystemTree();
+
+    const response = apiResponse.successful(
+      "Category and ecosystem data fetched successfully!",
+      { categories, ecosystems },
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["procurement.catalog.fetch.many"] }),
+);

src/api/procurement/fetchAll.ts

@@ -1,8 +1,9 @@
 import { createRoute } from "../../modules/api-utils/createRoute";
-import { procurement } from "../../managers/procurement";
+import { procurement, CatalogFilterOpts } from "../../managers/procurement";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* /v1/procurement/items */
 export default createRoute(
@@ -14,17 +15,53 @@ export default createRoute(
     const search = c.req.query("search") as string;
     const includeInactive = c.req.query("includeInactive") === "true";
 
-    const data = search
+    // Category / filter params
-      ? await procurement.search(search, page, rpp, { includeInactive })
+    const category = c.req.query("category") as string | undefined;
-      : await procurement.fetchPages(page, rpp, { includeInactive });
+    const subcategory = c.req.query("subcategory") as string | undefined;
+    const group = c.req.query("group") as string | undefined;
+    const manufacturer = c.req.query("manufacturer") as string | undefined;
+    const ecosystem = c.req.query("ecosystem") as string | undefined;
+    const inStock = c.req.query("inStock") === "true" ? true : undefined;
+    const minPrice = c.req.query("minPrice")
+      ? Number(c.req.query("minPrice"))
+      : undefined;
+    const maxPrice = c.req.query("maxPrice")
+      ? Number(c.req.query("maxPrice"))
+      : undefined;
 
-    const totalRecords = await procurement.count({
+    const filterOpts: CatalogFilterOpts = {
-      activeOnly: !includeInactive,
+      includeInactive,
-    });
+      category,
+      subcategory,
+      group,
+      manufacturer,
+      ecosystem,
+      inStock,
+      minPrice,
+      maxPrice,
+    };
+
+    const data = search
+      ? await procurement.search(search, page, rpp, filterOpts)
+      : await procurement.fetchPages(page, rpp, filterOpts);
+
+    const totalRecords = search
+      ? await procurement.countSearch(search, filterOpts)
+      : await procurement.count(filterOpts);
+
+    const gatedData = await Promise.all(
+      data.map((item) =>
+        processObjectValuePerms(
+          item.toJson(),
+          "obj.catalogItem",
+          c.get("user"),
+        ),
+      ),
+    );
 
     const response = apiResponse.successful(
       "Catalog items fetched successfully!",
-      data.map((item) => item.toJson()),
+      gatedData,
       {
         pagination: {
           previousPage: page <= 1 ? null : page - 1,

src/api/procurement/filters.ts

@@ -0,0 +1,32 @@
+import { createRoute } from "../../modules/api-utils/createRoute";
+import { procurement } from "../../managers/procurement";
+import { apiResponse } from "../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../middleware/authorization";
+
+/* /v1/procurement/filters */
+export default createRoute(
+  "get",
+  ["/filters"],
+  async (c) => {
+    const category = c.req.query("category") as string | undefined;
+    const subcategory = c.req.query("subcategory") as string | undefined;
+    const includeInactive = c.req.query("includeInactive") === "true";
+
+    const filterOpts = { category, subcategory, includeInactive };
+
+    const [categories, subcategories, manufacturers] = await Promise.all([
+      procurement.fetchDistinctValues("category", filterOpts),
+      procurement.fetchDistinctValues("subcategory", filterOpts),
+      procurement.fetchDistinctValues("manufacturer", filterOpts),
+    ]);
+
+    const response = apiResponse.successful(
+      "Available filter values fetched successfully!",
+      { categories, subcategories, manufacturers },
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["procurement.catalog.fetch.many"] }),
+);

src/api/procurement/index.ts

@@ -5,5 +5,17 @@ import { default as link } from "./[id]/link";
 import { default as unlink } from "./[id]/unlink";
 import { default as fetchLinked } from "./[id]/fetchLinked";
 import { default as count } from "./count";
+import { default as categories } from "./categories";
+import { default as filters } from "./filters";
 
-export { count, fetch, fetchAll, fetchLinked, link, refreshInventory, unlink };
+export {
+  categories,
+  count,
+  fetch,
+  fetchAll,
+  fetchLinked,
+  filters,
+  link,
+  refreshInventory,
+  unlink,
+};

src/api/roles/fetch.ts

@@ -4,6 +4,7 @@ import { roles } from "../../managers/roles";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/role/:identifier */
 export default createRoute(
@@ -15,9 +16,15 @@ export default createRoute(
 
     const role = await roles.fetch(identifier);
 
+    const gatedData = await processObjectValuePerms(
+      role.toJson({ viewPermissions: true }),
+      "obj.role",
+      c.get("user"),
+    );
+
     const response = apiResponse.successful(
       "Role Fetched Successfully!",
-      role.toJson({ viewPermissions: true }),
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/roles/fetchAll.ts

@@ -4,6 +4,7 @@ import { roles } from "../../managers/roles";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/role */
 export default createRoute(
@@ -13,13 +14,19 @@ export default createRoute(
   async (c) => {
     const allRoles = await roles.fetchAllRoles();
 
-    const rolesArray = allRoles.map((role) =>
+    const gatedData = await Promise.all(
+      allRoles.map((role) =>
+        processObjectValuePerms(
           role.toJson({ viewPermissions: true }),
+          "obj.role",
+          c.get("user"),
+        ),
+      ),
     );
 
     const response = apiResponse.successful(
       "Roles Fetched Successfully!",
-      rolesArray,
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/roles/getUsers.ts

@@ -4,6 +4,7 @@ import { roles } from "../../managers/roles";
 import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../middleware/authorization";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/role/:identifier/users */
 export default createRoute(
@@ -16,11 +17,15 @@ export default createRoute(
     const role = await roles.fetch(identifier);
     const users = role.getUsers();
 
-    const usersArray = users.map((user) => user.toJson());
+    const gatedData = await Promise.all(
+      users.map((user) =>
+        processObjectValuePerms(user.toJson(), "obj.user", c.get("user")),
+      ),
+    );
 
     const response = apiResponse.successful(
       "Users Fetched Successfully!",
-      usersArray,
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/routers/cwRouter.ts

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

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

@@ -1,41 +0,0 @@
-import { createRoute } from "../../../modules/api-utils/createRoute";
-import { opportunities } from "../../../managers/opportunities";
-import { apiResponse } from "../../../modules/api-utils/apiResponse";
-import { ContentfulStatusCode } from "hono/utils/http-status";
-import { authMiddleware } from "../../middleware/authorization";
-import { opportunityCw } from "../../../modules/cw-utils/opportunities/opportunities";
-
-/* GET /v1/sales/opportunities/:identifier/contacts */
-export default createRoute(
-  "get",
-  ["/opportunities/:identifier/contacts"],
-  async (c) => {
-    const identifier = c.req.param("identifier");
-    const item = await opportunities.fetchItem(identifier);
-
-    const contacts = await opportunityCw.fetchContacts(item.cwOpportunityId);
-
-    const data = contacts.map((ct) => ({
-      id: ct.id,
-      contact: ct.contact ? { id: ct.contact.id, name: ct.contact.name } : null,
-      company: ct.company
-        ? {
-            id: ct.company.id,
-            identifier: ct.company.identifier,
-            name: ct.company.name,
-          }
-        : null,
-      role: ct.role ? { id: ct.role.id, name: ct.role.name } : null,
-      notes: ct.notes,
-      referralFlag: ct.referralFlag,
-    }));
-
-    const response = apiResponse.successful(
-      "Opportunity contacts fetched successfully!",
-      data,
-    );
-
-    return c.json(response, response.status as ContentfulStatusCode);
-  },
-  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
-);

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

@@ -3,21 +3,180 @@ import { opportunities } from "../../../managers/opportunities";
 import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
+import GenericError from "../../../Errors/GenericError";
+import { prisma } from "../../../constants";
+import { computeSubResourceCacheTTL } from "../../../modules/algorithms/computeSubResourceCacheTTL";
+import { computeProductsCacheTTL } from "../../../modules/algorithms/computeProductsCacheTTL";
+import {
+  getCachedSite,
+  getCachedNotes,
+  getCachedContacts,
+  getCachedProducts,
+  fetchAndCacheNotes,
+  fetchAndCacheContacts,
+  fetchAndCacheProducts,
+  fetchAndCacheSite,
+} from "../../../modules/cache/opportunityCache";
+import { generatedQuotes } from "../../../managers/generatedQuotes";
 
-/* GET /v1/sales/opportunities/:identifier */
+/* GET /v1/sales/opportunities/:identifier?include=notes,contacts,products,quotes */
 export default createRoute(
   "get",
   ["/opportunities/:identifier"],
   async (c) => {
     const identifier = c.req.param("identifier");
+    const includeParam = c.req.query("include") ?? "";
+    const includes = new Set(
+      includeParam
+        .split(",")
+        .map((s) => s.trim().toLowerCase())
+        .filter(Boolean),
+    );
 
-    const item = await opportunities.fetchItem(identifier);
+    // ── Quick DB lookup (≈3ms) to get cwOpportunityId for pre-warming ──
+    const isNumeric = /^\d+$/.test(identifier);
+    const dbRecord = await prisma.opportunity.findFirst({
+      where: isNumeric
+        ? { cwOpportunityId: Number(identifier) }
+        : { id: identifier },
+      select: {
+        cwOpportunityId: true,
+        companyCwId: true,
+        siteCwId: true,
+        closedFlag: true,
+        closedDate: true,
+        expectedCloseDate: true,
+        cwLastUpdated: true,
+        statusCwId: true,
+      },
+    });
+
+    if (!dbRecord) {
+      throw new GenericError({
+        message: "Opportunity not found",
+        name: "OpportunityNotFound",
+        cause: `No opportunity exists with identifier '${identifier}'`,
+        status: 404,
+      });
+    }
+
+    // Compute TTLs from DB state
+    const subTtl = computeSubResourceCacheTTL({
+      closedFlag: dbRecord.closedFlag,
+      closedDate: dbRecord.closedDate,
+      expectedCloseDate: dbRecord.expectedCloseDate,
+      lastUpdated: dbRecord.cwLastUpdated,
+    });
+    const prodTtl = computeProductsCacheTTL({
+      closedFlag: dbRecord.closedFlag,
+      closedDate: dbRecord.closedDate,
+      expectedCloseDate: dbRecord.expectedCloseDate,
+      lastUpdated: dbRecord.cwLastUpdated,
+      statusCwId: dbRecord.statusCwId,
+    });
+
+    // ── Pre-warm sub-resources only on cache miss ───────────────────────
+    // Check Redis first — if the background refresh has kept the keys warm,
+    // skip the CW calls entirely. Only fetch-and-cache on a miss.
+    const cwOppId = dbRecord.cwOpportunityId;
+    const _ignoreErrors = (p: Promise<any>) => p.catch(() => {});
+
+    const prewarmPromises: Promise<any>[] = [];
+    if (dbRecord.companyCwId && dbRecord.siteCwId) {
+      const compId = dbRecord.companyCwId,
+        siteId = dbRecord.siteCwId;
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedSite(compId, siteId).then(
+            (c) => c ?? fetchAndCacheSite(compId, siteId),
+          ),
+        ),
+      );
+    }
+    if (includes.has("notes") && subTtl)
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedNotes(cwOppId).then(
+            (c) => c ?? fetchAndCacheNotes(cwOppId, subTtl),
+          ),
+        ),
+      );
+    if (includes.has("contacts") && subTtl)
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedContacts(cwOppId).then(
+            (c) => c ?? fetchAndCacheContacts(cwOppId, subTtl),
+          ),
+        ),
+      );
+    if (includes.has("products") && prodTtl)
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedProducts(cwOppId).then(
+            (c) => c ?? fetchAndCacheProducts(cwOppId, prodTtl),
+          ),
+        ),
+      );
+
+    // fetchItem runs its own CW calls (opp, activities, company) —
+    // these execute concurrently with the sub-resource pre-warming above.
+    const [item] = await Promise.all([
+      opportunities.fetchItem(identifier),
+      ...prewarmPromises,
+    ]);
+
+    // Sub-resources now hit warm Redis cache (near-instant)
+    const subResourcePromises: Record<string, Promise<any>> = {
+      _site: item.fetchSite(),
+    };
+    if (includes.has("notes")) {
+      subResourcePromises.notes = item.fetchNotes();
+    }
+    if (includes.has("contacts")) {
+      subResourcePromises.contacts = item.fetchContacts();
+    }
+    if (includes.has("products")) {
+      subResourcePromises.products = item
+        .fetchProducts()
+        .then((products) => products.map((p) => p.toJson()));
+    }
+    if (includes.has("quotes")) {
+      subResourcePromises.quotes = generatedQuotes
+        .fetchByOpportunity(item.id)
+        .then((quotes) => quotes.map((q) => q.toJson()));
+    }
+
+    const keys = Object.keys(subResourcePromises);
+    const results = await Promise.all(keys.map((k) => subResourcePromises[k]));
+
+    // Apply toJson after site is hydrated (side-effect from fetchSite)
+    const gatedData = await processObjectValuePerms(
+      item.toJson(),
+      "obj.opportunity",
+      c.get("user"),
+    );
+
+    const originalOpportunityNoteText = (gatedData as any).notes;
+
+    // Attach sub-resources (skip the internal _site key)
+    keys.forEach((k, i) => {
+      if (k !== "_site") {
+        (gatedData as any)[k] = results[i];
+      }
+    });
+
+    if (includes.has("notes")) {
+      (gatedData as any).opportunityNoteText =
+        typeof originalOpportunityNoteText === "string"
+          ? originalOpportunityNoteText
+          : null;
+    }
 
     const response = apiResponse.successful(
       "Opportunity fetched successfully!",
-      item.toJson(),
+      gatedData,
     );
-
     return c.json(response, response.status as ContentfulStatusCode);
   },
   authMiddleware({ permissions: ["sales.opportunity.fetch"] }),

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

@@ -1,39 +0,0 @@
-import { createRoute } from "../../../modules/api-utils/createRoute";
-import { opportunities } from "../../../managers/opportunities";
-import { apiResponse } from "../../../modules/api-utils/apiResponse";
-import { ContentfulStatusCode } from "hono/utils/http-status";
-import { authMiddleware } from "../../middleware/authorization";
-import { opportunityCw } from "../../../modules/cw-utils/opportunities/opportunities";
-
-/* GET /v1/sales/opportunities/:identifier/forecasts */
-export default createRoute(
-  "get",
-  ["/opportunities/:identifier/forecasts"],
-  async (c) => {
-    const identifier = c.req.param("identifier");
-    const item = await opportunities.fetchItem(identifier);
-
-    const forecasts = await opportunityCw.fetchForecasts(item.cwOpportunityId);
-
-    const data = forecasts.map((f) => ({
-      id: f.id,
-      forecastType: f.forecastType,
-      forecastMonth: f.forecastMonth,
-      revenue: f.revenue,
-      cost: f.cost,
-      forecastPercentage: f.forecastPercentage,
-      status: f.status ? { id: f.status.id, name: f.status.name } : null,
-      includedFlag: f.includedFlag,
-      linkedFlag: f.linkedFlag,
-      recurringFlag: f.recurringFlag,
-    }));
-
-    const response = apiResponse.successful(
-      "Opportunity forecasts fetched successfully!",
-      data,
-    );
-
-    return c.json(response, response.status as ContentfulStatusCode);
-  },
-  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
-);

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

@@ -1,34 +0,0 @@
-import { createRoute } from "../../../modules/api-utils/createRoute";
-import { opportunities } from "../../../managers/opportunities";
-import { apiResponse } from "../../../modules/api-utils/apiResponse";
-import { ContentfulStatusCode } from "hono/utils/http-status";
-import { authMiddleware } from "../../middleware/authorization";
-import { opportunityCw } from "../../../modules/cw-utils/opportunities/opportunities";
-
-/* GET /v1/sales/opportunities/:identifier/notes */
-export default createRoute(
-  "get",
-  ["/opportunities/:identifier/notes"],
-  async (c) => {
-    const identifier = c.req.param("identifier");
-    const item = await opportunities.fetchItem(identifier);
-
-    const notes = await opportunityCw.fetchNotes(item.cwOpportunityId);
-
-    const data = notes.map((n) => ({
-      id: n.id,
-      text: n.text,
-      type: n.type ? { id: n.type.id, name: n.type.name } : null,
-      flagged: n.flagged,
-      enteredBy: n.enteredBy,
-    }));
-
-    const response = apiResponse.successful(
-      "Opportunity notes fetched successfully!",
-      data,
-    );
-
-    return c.json(response, response.status as ContentfulStatusCode);
-  },
-  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
-);

src/api/sales/fetchOpportunityTypes.ts

@@ -0,0 +1,20 @@
+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 { QUOTE_STATUSES } from "../../types/QuoteStatuses";
+
+/* GET /v1/sales/opportunity-types */
+export default createRoute(
+  "get",
+  ["/opportunity-types"],
+
+  async (c) => {
+    const response = apiResponse.successful(
+      "Opportunity Types Fetched Successfully!",
+      QUOTE_STATUSES,
+    );
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch.many"] }),
+);

src/api/sales/index.ts

@@ -1,9 +1,51 @@
-import { default as fetchAll } from "./fetchAll";
+import { default as fetchAll } from "./opportunities/fetchAll";
-import { default as count } from "./count";
+import { default as fetchOpportunityTypes } from "./fetchOpportunityTypes";
-import { default as fetch } from "./[id]/fetch";
+import { default as count } from "./opportunities/count";
-import { default as refresh } from "./[id]/refresh";
+import { default as fetch } from "./opportunities/[id]/fetch";
-import { default as forecasts } from "./[id]/forecasts";
+import { default as refresh } from "./opportunities/[id]/refresh";
-import { default as notes } from "./[id]/notes";
+import { default as products } from "./opportunities/[id]/products/fetchAll";
-import { default as contacts } from "./[id]/contacts";
+import { default as addProduct } from "./opportunities/[id]/products/add";
+import { default as addSpecialOrderProduct } from "./opportunities/[id]/products/addSpecialOrder";
+import { default as addLabor } from "./opportunities/[id]/products/addLabor";
+import { default as laborOptions } from "./opportunities/[id]/products/laborOptions";
+import { default as resequenceProducts } from "./opportunities/[id]/products/resequence";
+import { default as updateProduct } from "./opportunities/[id]/products/update";
+import { default as cancelProduct } from "./opportunities/[id]/products/cancel";
+import { default as notes } from "./opportunities/[id]/notes/fetchAll";
+import { default as fetchNote } from "./opportunities/[id]/notes/fetch";
+import { default as createNote } from "./opportunities/[id]/notes/create";
+import { default as updateNote } from "./opportunities/[id]/notes/update";
+import { default as deleteNote } from "./opportunities/[id]/notes/delete";
+import { default as contacts } from "./opportunities/[id]/contacts";
+import { default as commitQuote } from "./opportunities/[id]/quotes/commit";
+import { default as fetchQuotes } from "./opportunities/[id]/quotes/fetchAll";
+import { default as previewQuote } from "./opportunities/[id]/quotes/preview";
+import { default as downloadQuote } from "./opportunities/[id]/quotes/download";
+import { default as fetchDownloads } from "./opportunities/[id]/quotes/fetchDownloads";
 
-export { count, fetch, fetchAll, forecasts, notes, contacts, refresh };
+export {
+  addProduct,
+  addLabor,
+  laborOptions,
+  addSpecialOrderProduct,
+  count,
+  fetch,
+  fetchAll,
+  fetchOpportunityTypes,
+  products,
+  resequenceProducts,
+  updateProduct,
+  cancelProduct,
+  notes,
+  fetchNote,
+  createNote,
+  updateNote,
+  deleteNote,
+  contacts,
+  commitQuote,
+  fetchQuotes,
+  previewQuote,
+  downloadQuote,
+  fetchDownloads,
+  refresh,
+};

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

@@ -0,0 +1,25 @@
+import { createRoute } from "../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../managers/opportunities";
+import { apiResponse } from "../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../middleware/authorization";
+
+/* GET /v1/sales/opportunities/:identifier/contacts */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/contacts"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const item = await opportunities.fetchRecord(identifier);
+
+    const data = await item.fetchContacts();
+
+    const response = apiResponse.successful(
+      "Opportunity contacts fetched successfully!",
+      data,
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
+);

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

@@ -0,0 +1,187 @@
+import { createRoute } from "../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../managers/opportunities";
+import { apiResponse } from "../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../middleware/authorization";
+import { processObjectValuePerms } from "../../../../modules/permission-utils/processObjectPermissions";
+import GenericError from "../../../../Errors/GenericError";
+import { prisma } from "../../../../constants";
+import { computeSubResourceCacheTTL } from "../../../../modules/algorithms/computeSubResourceCacheTTL";
+import { computeProductsCacheTTL } from "../../../../modules/algorithms/computeProductsCacheTTL";
+import {
+  getCachedSite,
+  getCachedNotes,
+  getCachedContacts,
+  getCachedProducts,
+  fetchAndCacheNotes,
+  fetchAndCacheContacts,
+  fetchAndCacheProducts,
+  fetchAndCacheSite,
+} from "../../../../modules/cache/opportunityCache";
+import { generatedQuotes } from "../../../../managers/generatedQuotes";
+
+/* GET /v1/sales/opportunities/:identifier?include=notes,contacts,products,quotes */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const includeParam = c.req.query("include") ?? "";
+    const includes = new Set(
+      includeParam
+        .split(",")
+        .map((s) => s.trim().toLowerCase())
+        .filter(Boolean),
+    );
+
+    // ── Quick DB lookup (≈3ms) to get cwOpportunityId for pre-warming ──
+    const isNumeric = /^\d+$/.test(identifier);
+    const dbRecord = await prisma.opportunity.findFirst({
+      where: isNumeric
+        ? { cwOpportunityId: Number(identifier) }
+        : { id: identifier },
+      select: {
+        cwOpportunityId: true,
+        companyCwId: true,
+        siteCwId: true,
+        closedFlag: true,
+        closedDate: true,
+        expectedCloseDate: true,
+        cwLastUpdated: true,
+        statusCwId: true,
+      },
+    });
+
+    if (!dbRecord) {
+      throw new GenericError({
+        message: "Opportunity not found",
+        name: "OpportunityNotFound",
+        cause: `No opportunity exists with identifier '${identifier}'`,
+        status: 404,
+      });
+    }
+
+    // Compute TTLs from DB state
+    const subTtl = computeSubResourceCacheTTL({
+      closedFlag: dbRecord.closedFlag,
+      closedDate: dbRecord.closedDate,
+      expectedCloseDate: dbRecord.expectedCloseDate,
+      lastUpdated: dbRecord.cwLastUpdated,
+    });
+    const prodTtl = computeProductsCacheTTL({
+      closedFlag: dbRecord.closedFlag,
+      closedDate: dbRecord.closedDate,
+      expectedCloseDate: dbRecord.expectedCloseDate,
+      lastUpdated: dbRecord.cwLastUpdated,
+      statusCwId: dbRecord.statusCwId,
+    });
+
+    // ── Pre-warm sub-resources only on cache miss ───────────────────────
+    // Check Redis first — if the background refresh has kept the keys warm,
+    // skip the CW calls entirely. Only fetch-and-cache on a miss.
+    const cwOppId = dbRecord.cwOpportunityId;
+    const _ignoreErrors = (p: Promise<any>) => p.catch(() => {});
+
+    const prewarmPromises: Promise<any>[] = [];
+    if (dbRecord.companyCwId && dbRecord.siteCwId) {
+      const compId = dbRecord.companyCwId,
+        siteId = dbRecord.siteCwId;
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedSite(compId, siteId).then(
+            (c) => c ?? fetchAndCacheSite(compId, siteId),
+          ),
+        ),
+      );
+    }
+    if (includes.has("notes") && subTtl)
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedNotes(cwOppId).then(
+            (c) => c ?? fetchAndCacheNotes(cwOppId, subTtl),
+          ),
+        ),
+      );
+    if (includes.has("contacts") && subTtl)
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedContacts(cwOppId).then(
+            (c) => c ?? fetchAndCacheContacts(cwOppId, subTtl),
+          ),
+        ),
+      );
+    if (includes.has("products") && prodTtl)
+      prewarmPromises.push(
+        _ignoreErrors(
+          getCachedProducts(cwOppId).then(
+            (c) => c ?? fetchAndCacheProducts(cwOppId, prodTtl),
+          ),
+        ),
+      );
+
+    // fetchItem runs its own CW calls (opp, activities, company) —
+    // these execute concurrently with the sub-resource pre-warming above.
+    const [item] = await Promise.all([
+      opportunities.fetchItem(identifier),
+      ...prewarmPromises,
+    ]);
+
+    // Sub-resources now hit warm Redis cache (near-instant)
+    const subResourcePromises: Record<string, Promise<any>> = {
+      _site: item.fetchSite(),
+    };
+    if (includes.has("notes")) {
+      subResourcePromises.notes = item.fetchNotes();
+    }
+    if (includes.has("contacts")) {
+      subResourcePromises.contacts = item.fetchContacts();
+    }
+    if (includes.has("products")) {
+      subResourcePromises.products = item
+        .fetchProducts()
+        .then((products) => products.map((p) => p.toJson()));
+    }
+    if (includes.has("quotes")) {
+      const includeRegenData = c.req.query("includeRegenData") === "true";
+      const includeRegenParams = c.req.query("includeRegenParams") === "true";
+      subResourcePromises.quotes = generatedQuotes
+        .fetchByOpportunity(item.id)
+        .then((quotes) =>
+          quotes.map((q) => q.toJson({ includeRegenData, includeRegenParams })),
+        );
+    }
+
+    const keys = Object.keys(subResourcePromises);
+    const results = await Promise.all(keys.map((k) => subResourcePromises[k]));
+
+    // Apply toJson after site is hydrated (side-effect from fetchSite)
+    const gatedData = await processObjectValuePerms(
+      item.toJson(),
+      "obj.opportunity",
+      c.get("user"),
+    );
+
+    const originalOpportunityNoteText = (gatedData as any).notes;
+
+    // Attach sub-resources (skip the internal _site key)
+    keys.forEach((k, i) => {
+      if (k !== "_site") {
+        (gatedData as any)[k] = results[i];
+      }
+    });
+
+    if (includes.has("notes")) {
+      (gatedData as any).opportunityNoteText =
+        typeof originalOpportunityNoteText === "string"
+          ? originalOpportunityNoteText
+          : null;
+    }
+
+    const response = apiResponse.successful(
+      "Opportunity fetched successfully!",
+      gatedData,
+    );
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
+);

src/api/sales/opportunities/[id]/notes/create.ts

@@ -0,0 +1,47 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { resolveMember } from "../../../../../modules/cw-utils/members/memberCache";
+import { z } from "zod";
+
+/* POST /v1/sales/opportunities/:identifier/notes */
+export default createRoute(
+  "post",
+  ["/opportunities/:identifier/notes"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const body = await c.req.json();
+
+    const schema = z.object({
+      text: z.string().min(1, "Note text is required"),
+      flagged: z.boolean().optional(),
+    });
+
+    const data = schema.parse(body);
+
+    const item = await opportunities.fetchRecord(identifier);
+    const user = c.get("user");
+
+    const created = await item.addNote(data.text, user.login, {
+      flagged: data.flagged,
+    });
+
+    const response = apiResponse.created(
+      "Opportunity note created successfully!",
+      {
+        id: created.id,
+        text: created.text,
+        type: created.type
+          ? { id: created.type.id, name: created.type.name }
+          : null,
+        flagged: created.flagged,
+        enteredBy: await resolveMember(created.enteredBy),
+      },
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.note.create"] }),
+);

src/api/sales/opportunities/[id]/notes/delete.ts

@@ -0,0 +1,33 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import GenericError from "../../../../../Errors/GenericError";
+
+/* DELETE /v1/sales/opportunities/:identifier/notes/:noteId */
+export default createRoute(
+  "delete",
+  ["/opportunities/:identifier/notes/:noteId"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const noteId = Number(c.req.param("noteId"));
+
+    if (isNaN(noteId))
+      throw new GenericError({
+        status: 400,
+        name: "InvalidNoteId",
+        message: "Note ID must be a number",
+      });
+
+    const item = await opportunities.fetchRecord(identifier);
+    await item.deleteNote(noteId);
+
+    const response = apiResponse.successful(
+      "Opportunity note deleted successfully!",
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.note.delete"] }),
+);

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

@@ -0,0 +1,34 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+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/sales/opportunities/:identifier/notes/:noteId */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/notes/:noteId"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const noteId = Number(c.req.param("noteId"));
+
+    if (isNaN(noteId))
+      throw new GenericError({
+        status: 400,
+        name: "InvalidNoteId",
+        message: "Note ID must be a number",
+      });
+
+    const item = await opportunities.fetchRecord(identifier);
+    const data = await item.fetchNote(noteId);
+
+    const response = apiResponse.successful(
+      "Opportunity note fetched successfully!",
+      data,
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
+);

src/api/sales/opportunities/[id]/notes/fetchAll.ts

@@ -0,0 +1,25 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+
+/* GET /v1/sales/opportunities/:identifier/notes */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/notes"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const item = await opportunities.fetchRecord(identifier);
+
+    const data = await item.fetchNotes();
+
+    const response = apiResponse.successful(
+      "Opportunity notes fetched successfully!",
+      data,
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
+);

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

@@ -0,0 +1,57 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import GenericError from "../../../../../Errors/GenericError";
+import { resolveMember } from "../../../../../modules/cw-utils/members/memberCache";
+import { z } from "zod";
+
+/* PATCH /v1/sales/opportunities/:identifier/notes/:noteId */
+export default createRoute(
+  "patch",
+  ["/opportunities/:identifier/notes/:noteId"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const noteId = Number(c.req.param("noteId"));
+
+    if (isNaN(noteId))
+      throw new GenericError({
+        status: 400,
+        name: "InvalidNoteId",
+        message: "Note ID must be a number",
+      });
+
+    const body = await c.req.json();
+
+    const schema = z
+      .object({
+        text: z.string().min(1).optional(),
+        flagged: z.boolean().optional(),
+      })
+      .refine((d) => d.text !== undefined || d.flagged !== undefined, {
+        message: "At least one of 'text' or 'flagged' must be provided",
+      });
+
+    const data = schema.parse(body);
+
+    const item = await opportunities.fetchRecord(identifier);
+    const updated = await item.updateNote(noteId, data);
+
+    const response = apiResponse.successful(
+      "Opportunity note updated successfully!",
+      {
+        id: updated.id,
+        text: updated.text,
+        type: updated.type
+          ? { id: updated.type.id, name: updated.type.name }
+          : null,
+        flagged: updated.flagged,
+        enteredBy: await resolveMember(updated.enteredBy),
+      },
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.note.update"] }),
+);

src/api/sales/opportunities/[id]/products/add.ts

@@ -0,0 +1,69 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { processObjectValuePerms } from "../../../../../modules/permission-utils/processObjectPermissions";
+import { z } from "zod";
+
+const productItemSchema = z
+  .object({
+    catalogItem: z.object({ id: z.number().int().positive() }).optional(),
+    forecastDescription: z.string().optional(),
+    productDescription: z.string().optional(),
+    quantity: z.number().positive().optional(),
+    status: z.object({ id: z.number().int().positive() }).optional(),
+    productClass: z.string().optional(),
+    forecastType: z.string().optional(),
+    revenue: z.number().optional(),
+    cost: z.number().optional(),
+    includeFlag: z.boolean().optional(),
+    linkFlag: z.boolean().optional(),
+    recurringFlag: z.boolean().optional(),
+    taxableFlag: z.boolean().optional(),
+    recurringRevenue: z.number().optional(),
+    recurringCost: z.number().optional(),
+    cycles: z.number().int().min(0).optional(),
+    sequenceNumber: z.number().int().min(0).optional(),
+  })
+  .strict();
+
+const addProductSchema = z.union([
+  productItemSchema,
+  z.array(productItemSchema).min(1, "At least one product is required"),
+]);
+
+/* POST /v1/sales/opportunities/:identifier/products */
+export default createRoute(
+  "post",
+  ["/opportunities/:identifier/products"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const body = await c.req.json();
+
+    const validated = addProductSchema.parse(body);
+    const inputItems = Array.isArray(validated) ? validated : [validated];
+
+    // Gate each submitted field against user permissions.
+    // Only fields the user has permission for are forwarded to ConnectWise.
+    const user = c.get("user");
+    const gatedItems = await Promise.all(
+      inputItems.map((item) =>
+        processObjectValuePerms(item, "sales.opportunity.product.field", user),
+      ),
+    );
+
+    const item = await opportunities.fetchRecord(identifier);
+    const created = await item.addProducts(gatedItems);
+
+    const isBatch = Array.isArray(body);
+    const response = apiResponse.created(
+      isBatch
+        ? `${created.length} product(s) added to opportunity successfully!`
+        : "Product added to opportunity successfully!",
+      isBatch ? created.map((p) => p.toJson()) : created[0]!.toJson(),
+    );
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.product.add"] }),
+);

src/api/sales/opportunities/[id]/products/addLabor.ts

@@ -0,0 +1,147 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { procurement } from "../../../../../managers/procurement";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { z } from "zod";
+
+const LABOR_DEFAULT_RATE = {
+  corporate: 100,
+  residential: 85,
+} as const;
+
+const roundMoney = (value: number) => Math.round(value * 100) / 100;
+
+const addLaborSchema = z
+  .object({
+    laborStyle: z.enum(["field", "tech"]),
+    customerType: z.enum(["corporate", "residential"]).optional(),
+    hours: z.number().positive().optional(),
+    rate: z.number().min(0).optional(),
+    ppu: z.number().min(0).optional(),
+    cpu: z.number().min(0).optional(),
+    taxable: z.boolean().optional(),
+    taxableFlag: z.boolean().optional(),
+    description: z.string().min(1).optional(),
+    customerDescription: z.string().min(1).optional(),
+    procurementNotes: z.string().optional(),
+    productNarrative: z.string().optional(),
+  })
+  .strict();
+
+/* POST /v1/sales/opportunities/:identifier/products/labor */
+export default createRoute(
+  "post",
+  ["/opportunities/:identifier/products/labor"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const body = await c.req.json();
+    const input = addLaborSchema.parse(body);
+
+    const laborCatalog = await procurement.fetchLaborCatalogItems();
+    const selectedCatalog =
+      input.laborStyle === "tech" ? laborCatalog.tech : laborCatalog.field;
+
+    const customerType = input.customerType ?? "corporate";
+    const defaultRate = LABOR_DEFAULT_RATE[customerType];
+    const quantity = input.hours ?? 1;
+    const ppu = input.ppu ?? input.rate ?? defaultRate;
+    const cpu = input.cpu ?? roundMoney(ppu * 0.5);
+    const taxableFlag =
+      input.taxable ?? input.taxableFlag ?? selectedCatalog.salesTaxable;
+
+    const makeCustomField = (
+      caption: string,
+      value: string,
+      fieldId: number,
+    ) => ({
+      id: fieldId,
+      caption,
+      type: "Text",
+      entryMethod: "EntryField",
+      value,
+    });
+
+    const payload = {
+      ...(input.procurementNotes || input.productNarrative
+        ? {
+            customFields: [
+              ...(input.procurementNotes
+                ? [
+                    makeCustomField(
+                      "Procurement Notes",
+                      input.procurementNotes,
+                      29,
+                    ),
+                  ]
+                : []),
+              ...(input.productNarrative
+                ? [
+                    makeCustomField(
+                      "Product Narrative",
+                      input.productNarrative,
+                      46,
+                    ),
+                  ]
+                : []),
+            ],
+          }
+        : {}),
+      catalogItem: { id: selectedCatalog.cwCatalogId },
+      description:
+        input.description ??
+        selectedCatalog.name ??
+        selectedCatalog.identifier ??
+        `${input.laborStyle.toUpperCase()} Labor`,
+      customerDescription: input.customerDescription,
+      quantity,
+      price: ppu,
+      cost: cpu,
+      taxableFlag,
+      dropshipFlag: false,
+      billableOption: "Billable",
+    };
+
+    const opportunity = await opportunities.fetchRecord(identifier);
+    const [created] = await opportunity.addProcurementProducts(payload);
+
+    const fields = Array.isArray(created?.customFields)
+      ? created.customFields
+      : [];
+    const procurementNotes =
+      fields.find((f: any) => f?.id === 29)?.value ?? null;
+    const productNarrative =
+      fields.find((f: any) => f?.id === 46)?.value ?? null;
+
+    const response = apiResponse.created(
+      "Labor added to opportunity successfully!",
+      {
+        id: created?.id ?? null,
+        forecastDetailId: created?.forecastDetailId ?? null,
+        laborStyle: input.laborStyle,
+        customerType,
+        catalogItem: {
+          id: selectedCatalog.cwCatalogId,
+          identifier: selectedCatalog.identifier,
+          name: selectedCatalog.name,
+        },
+        description: created?.description ?? payload.description,
+        customerDescription:
+          created?.customerDescription ?? input.customerDescription ?? null,
+        quantity: created?.quantity ?? quantity,
+        rate: ppu,
+        ppu,
+        cpu,
+        revenue: roundMoney((created?.quantity ?? quantity) * ppu),
+        cost: roundMoney((created?.quantity ?? quantity) * cpu),
+        taxableFlag: created?.taxableFlag ?? taxableFlag,
+        procurementNotes,
+        productNarrative,
+      },
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.product.add.labor"] }),
+);

src/api/sales/opportunities/[id]/products/addSpecialOrder.ts

@@ -0,0 +1,134 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { procurement } from "../../../../../managers/procurement";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { z } from "zod";
+
+const specialOrderItemSchema = z
+  .object({
+    desc: z.string().min(1),
+    customerDesc: z.string().min(1).optional(),
+    qty: z.number().positive().optional(),
+    price: z.number(),
+    cost: z.number().optional(),
+    taxable: z.boolean().optional(),
+    taxableFlag: z.boolean().optional(),
+    procurementNotes: z.string().optional(),
+    productNarrative: z.string().optional(),
+  })
+  .strict();
+
+const addSpecialOrderSchema = z.union([
+  specialOrderItemSchema,
+  z
+    .array(specialOrderItemSchema)
+    .min(1, "At least one special-order product is required"),
+]);
+
+/* POST /v1/sales/opportunities/:identifier/products/special-order */
+export default createRoute(
+  "post",
+  ["/opportunities/:identifier/products/special-order"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const body = await c.req.json();
+
+    const validated = addSpecialOrderSchema.parse(body);
+    const inputItems = Array.isArray(validated) ? validated : [validated];
+    const specialOrderCatalogItem =
+      await procurement.fetchItem("SPECIAL ORDER");
+
+    const makeCustomField = (
+      caption: string,
+      value: string,
+      fieldId: number,
+    ) => ({
+      id: fieldId,
+      caption,
+      type: "Text",
+      entryMethod: "EntryField",
+      value,
+    });
+
+    const normalizedItems = inputItems.map((item) => ({
+      ...(item.procurementNotes || item.productNarrative
+        ? {
+            customFields: [
+              ...(item.procurementNotes
+                ? [
+                    makeCustomField(
+                      "Procurement Notes",
+                      item.procurementNotes,
+                      29,
+                    ),
+                  ]
+                : []),
+              ...(item.productNarrative
+                ? [
+                    makeCustomField(
+                      "Product Narrative",
+                      item.productNarrative,
+                      46,
+                    ),
+                  ]
+                : []),
+            ],
+          }
+        : {}),
+      catalogItem: { id: specialOrderCatalogItem.cwCatalogId },
+      description: item.desc,
+      customerDescription: item.customerDesc,
+      quantity: item.qty ?? 1,
+      price: item.price,
+      cost: item.cost,
+      taxableFlag:
+        item.taxable ??
+        item.taxableFlag ??
+        specialOrderCatalogItem.salesTaxable,
+      dropshipFlag: false,
+      billableOption: "Billable",
+    }));
+
+    const opportunity = await opportunities.fetchRecord(identifier);
+    const created = await opportunity.addProcurementProducts(normalizedItems);
+
+    const serialized = created.map((item: any) => {
+      const fields = Array.isArray(item?.customFields) ? item.customFields : [];
+      const procurementNotes =
+        fields.find((f: any) => f?.id === 29)?.value ?? null;
+      const productNarrative =
+        fields.find((f: any) => f?.id === 46)?.value ?? null;
+
+      return {
+        id: item?.id ?? null,
+        forecastDetailId: item?.forecastDetailId ?? null,
+        description: item?.description ?? null,
+        productDescription: item?.description ?? null,
+        customerDescription: item?.customerDescription ?? null,
+        quantity: item?.quantity ?? null,
+        price: item?.price ?? null,
+        revenue: item?.price ?? null,
+        cost: item?.cost ?? null,
+        taxableFlag: item?.taxableFlag ?? null,
+        specialOrderFlag: item?.specialOrderFlag ?? null,
+        procurementNotes,
+        productNarrative,
+      };
+    });
+
+    const isBatch = Array.isArray(body);
+    const response = apiResponse.created(
+      isBatch
+        ? `${created.length} special-order product(s) added successfully!`
+        : "Special-order product added successfully!",
+      isBatch ? serialized : serialized[0]!,
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({
+    permissions: ["sales.opportunity.product.add.specialOrder"],
+  }),
+);

src/api/sales/opportunities/[id]/products/cancel.ts

@@ -0,0 +1,84 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import GenericError from "../../../../../Errors/GenericError";
+import { z } from "zod";
+
+const cancelProductSchema = z
+  .object({
+    quantityCancelled: z.number().int().min(0),
+    cancellationReason: z.string().nullable().optional(),
+  })
+  .strict();
+
+/* PATCH /v1/sales/opportunities/:identifier/products/:productId/cancel */
+export default createRoute(
+  "patch",
+  ["/opportunities/:identifier/products/:productId/cancel"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const productId = Number(c.req.param("productId"));
+    const body = await c.req.json();
+
+    if (!Number.isInteger(productId) || productId <= 0) {
+      throw new GenericError({
+        status: 400,
+        name: "InvalidProductId",
+        message: "productId must be a positive integer",
+      });
+    }
+
+    const input = cancelProductSchema.parse(body);
+    const opportunity = await opportunities.fetchRecord(identifier);
+
+    const products = await opportunity.fetchProducts();
+    const product = products.find((item) => item.cwForecastId === productId);
+
+    if (!product) {
+      throw new GenericError({
+        status: 404,
+        name: "ForecastItemNotFound",
+        message: `Forecast item ${productId} not found on opportunity`,
+      });
+    }
+
+    const quantity = product.quantity ?? 0;
+    if (input.quantityCancelled > quantity) {
+      throw new GenericError({
+        status: 400,
+        name: "InvalidCancelledQuantity",
+        message: `quantityCancelled cannot exceed product quantity (${quantity})`,
+      });
+    }
+
+    await opportunity.setProductCancellation(productId, {
+      quantityCancelled: input.quantityCancelled,
+      cancellationReason: input.cancellationReason,
+    });
+
+    const refreshedProducts = await opportunity.fetchProducts({ fresh: true });
+    const updated = refreshedProducts.find(
+      (item) => item.cwForecastId === productId,
+    );
+
+    if (!updated) {
+      throw new GenericError({
+        status: 404,
+        name: "ForecastItemNotFound",
+        message: `Forecast item ${productId} not found on opportunity`,
+      });
+    }
+
+    const response = apiResponse.successful(
+      input.quantityCancelled === 0
+        ? "Product uncancelled successfully!"
+        : "Product cancellation updated successfully!",
+      updated.toJson(),
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.product.update"] }),
+);

src/api/sales/opportunities/[id]/products/fetchAll.ts

@@ -0,0 +1,25 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+
+/* GET /v1/sales/opportunities/:identifier/products */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/products"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const item = await opportunities.fetchRecord(identifier);
+
+    const data = await item.fetchProducts();
+
+    const response = apiResponse.successful(
+      "Opportunity products fetched successfully!",
+      data.map((p) => p.toJson()),
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.fetch"] }),
+);

src/api/sales/opportunities/[id]/products/laborOptions.ts

@@ -0,0 +1,51 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { procurement } from "../../../../../managers/procurement";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+
+/* GET /v1/sales/opportunities/:identifier/products/labor/options */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/products/labor/options"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+
+    await opportunities.fetchRecord(identifier);
+
+    const laborCatalog = await procurement.fetchLaborCatalogItems();
+
+    const response = apiResponse.successful(
+      "Labor product options fetched successfully!",
+      {
+        defaults: {
+          customerType: "corporate",
+          rates: {
+            corporate: 100,
+            residential: 85,
+          },
+          cpuMultiplier: 0.5,
+          quantity: 1,
+        },
+        options: {
+          field: {
+            cwCatalogId: laborCatalog.field.cwCatalogId,
+            identifier: laborCatalog.field.identifier,
+            name: laborCatalog.field.name,
+            taxableFlag: laborCatalog.field.salesTaxable,
+          },
+          tech: {
+            cwCatalogId: laborCatalog.tech.cwCatalogId,
+            identifier: laborCatalog.tech.identifier,
+            name: laborCatalog.tech.name,
+            taxableFlag: laborCatalog.tech.salesTaxable,
+          },
+        },
+      },
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.product.add.labor"] }),
+);

src/api/sales/opportunities/[id]/products/resequence.ts

@@ -0,0 +1,37 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { z } from "zod";
+
+/* PATCH /v1/sales/opportunities/:identifier/products/sequence */
+export default createRoute(
+  "patch",
+  ["/opportunities/:identifier/products/sequence"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const body = await c.req.json();
+
+    const schema = z.object({
+      orderedIds: z
+        .array(z.number().int().positive())
+        .min(1, "At least one forecast item ID is required"),
+    });
+
+    const { orderedIds } = schema.parse(body);
+
+    const item = await opportunities.fetchRecord(identifier);
+    const updated = await item.resequenceProducts(orderedIds);
+
+    const response = apiResponse.successful(
+      "Product sequence updated successfully!",
+      {
+        products: updated.map((p) => p.toJson()),
+      },
+    );
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.product.update"] }),
+);

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

@@ -0,0 +1,242 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import GenericError from "../../../../../Errors/GenericError";
+import { z } from "zod";
+
+const PRODUCT_NARRATIVE_FIELD_ID = 46;
+const PROCUREMENT_NOTES_FIELD_ID = 29;
+
+const updateProductSchema = z
+  .object({
+    productDescription: z.string().min(1).optional(),
+    quantity: z.number().positive().optional(),
+    unitPrice: z.number().min(0).optional(),
+    unitCost: z.number().min(0).optional(),
+    customerDescription: z.string().nullable().optional(),
+    productNarrative: z.string().nullable().optional(),
+    procurementNotes: z.string().nullable().optional(),
+  })
+  .strict()
+  .refine(
+    (value) =>
+      Object.values(value).some((item) => item !== undefined && item !== null),
+    "At least one editable field is required",
+  );
+
+const upsertCustomTextField = (
+  fields: Array<Record<string, unknown>>,
+  fieldId: number,
+  caption: string,
+  value: string,
+) => {
+  const next = [...fields];
+  const idx = next.findIndex((f) => Number(f.id) === fieldId);
+
+  const field = {
+    id: fieldId,
+    caption,
+    type: "Text",
+    entryMethod: "EntryField",
+    value,
+  };
+
+  if (idx === -1) {
+    next.push(field);
+    return next;
+  }
+
+  next[idx] = {
+    ...next[idx],
+    ...field,
+  };
+  return next;
+};
+
+/* PATCH /v1/sales/opportunities/:identifier/products/:productId/edit */
+export default createRoute(
+  "patch",
+  ["/opportunities/:identifier/products/:productId/edit"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const productId = Number(c.req.param("productId"));
+    const body = await c.req.json();
+
+    if (!Number.isInteger(productId) || productId <= 0) {
+      throw new GenericError({
+        status: 400,
+        name: "InvalidProductId",
+        message: "productId must be a positive integer",
+      });
+    }
+
+    const input = updateProductSchema.parse(body);
+    const opportunity = await opportunities.fetchRecord(identifier);
+
+    const forecastItems = await opportunity.fetchProducts();
+    const forecastItem = forecastItems.find(
+      (item) => item.cwForecastId === productId,
+    );
+
+    if (!forecastItem) {
+      throw new GenericError({
+        status: 404,
+        name: "ForecastItemNotFound",
+        message: `Forecast item ${productId} not found on opportunity`,
+      });
+    }
+
+    const forecastJson = forecastItem.toJson();
+    const effectiveQuantity = input.quantity ?? forecastJson.quantity ?? 1;
+
+    const forecastPatch: Record<string, unknown> = {};
+    if (input.productDescription !== undefined) {
+      forecastPatch.productDescription = input.productDescription;
+    }
+    if (input.quantity !== undefined) {
+      forecastPatch.quantity = input.quantity;
+    }
+    if (
+      input.customerDescription !== undefined &&
+      input.customerDescription !== null
+    ) {
+      forecastPatch.customerDescription = input.customerDescription;
+    }
+    if (input.unitPrice !== undefined) {
+      forecastPatch.revenue = Number(
+        (input.unitPrice * effectiveQuantity).toFixed(2),
+      );
+    }
+    if (input.unitCost !== undefined) {
+      forecastPatch.cost = Number(
+        (input.unitCost * effectiveQuantity).toFixed(2),
+      );
+    }
+
+    const existingProcurement =
+      await opportunity.fetchProcurementProductByForecastItem(productId);
+
+    if (
+      (input.productNarrative !== undefined ||
+        input.procurementNotes !== undefined) &&
+      !existingProcurement
+    ) {
+      throw new GenericError({
+        status: 400,
+        name: "ProcurementLinkRequired",
+        message:
+          "Product Narrative and Procurement Notes can only be updated on products linked to a procurement record",
+      });
+    }
+
+    let updatedProcurement = existingProcurement;
+    if (existingProcurement) {
+      const procurementPatch: Record<string, unknown> = {};
+      if (input.productDescription !== undefined) {
+        procurementPatch.description = input.productDescription;
+      }
+      if (input.quantity !== undefined) {
+        procurementPatch.quantity = input.quantity;
+      }
+      if (input.unitPrice !== undefined) {
+        procurementPatch.price = input.unitPrice;
+      }
+      if (input.unitCost !== undefined) {
+        procurementPatch.cost = input.unitCost;
+      }
+      if (
+        input.customerDescription !== undefined &&
+        input.customerDescription !== null
+      ) {
+        procurementPatch.customerDescription = input.customerDescription;
+      }
+
+      const existingFields = Array.isArray(existingProcurement.customFields)
+        ? existingProcurement.customFields.map((field) => ({ ...field }))
+        : [];
+
+      let updatedFields = existingFields as Array<Record<string, unknown>>;
+      if (
+        input.procurementNotes !== undefined &&
+        input.procurementNotes !== null
+      ) {
+        updatedFields = upsertCustomTextField(
+          updatedFields,
+          PROCUREMENT_NOTES_FIELD_ID,
+          "Procurement Notes",
+          input.procurementNotes,
+        );
+      }
+      if (
+        input.productNarrative !== undefined &&
+        input.productNarrative !== null
+      ) {
+        updatedFields = upsertCustomTextField(
+          updatedFields,
+          PRODUCT_NARRATIVE_FIELD_ID,
+          "Product Narrative",
+          input.productNarrative,
+        );
+      }
+      if (
+        (input.procurementNotes !== undefined &&
+          input.procurementNotes !== null) ||
+        (input.productNarrative !== undefined &&
+          input.productNarrative !== null)
+      ) {
+        procurementPatch.customFields = updatedFields;
+      }
+
+      if (Object.keys(procurementPatch).length > 0) {
+        updatedProcurement =
+          await opportunity.updateProcurementProductByForecastItem(
+            productId,
+            procurementPatch,
+          );
+      }
+    }
+
+    let updatedForecast = forecastJson;
+    if (Object.keys(forecastPatch).length > 0) {
+      const patched = await opportunity.updateProduct(productId, forecastPatch);
+      updatedForecast = patched.toJson();
+    }
+
+    const updatedFields = Array.isArray(updatedProcurement?.customFields)
+      ? updatedProcurement.customFields
+      : [];
+    const procurementNotes =
+      updatedFields.find(
+        (field: any) => field?.id === PROCUREMENT_NOTES_FIELD_ID,
+      )?.value ?? null;
+    const productNarrative =
+      updatedFields.find(
+        (field: any) => field?.id === PRODUCT_NARRATIVE_FIELD_ID,
+      )?.value ?? null;
+
+    const quantity =
+      updatedProcurement?.quantity ?? updatedForecast.quantity ?? null;
+    const unitPrice = updatedProcurement?.price ?? null;
+    const unitCost = updatedProcurement?.cost ?? null;
+
+    const response = apiResponse.successful("Product updated successfully!", {
+      ...updatedForecast,
+      productDescription:
+        updatedProcurement?.description ?? updatedForecast.productDescription,
+      customerDescription:
+        updatedProcurement?.customerDescription ??
+        updatedForecast.customerDescription ??
+        null,
+      quantity,
+      unitPrice,
+      unitCost,
+      procurementNotes,
+      productNarrative,
+    });
+
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.product.update"] }),
+);

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

@@ -0,0 +1,39 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import { z } from "zod";
+
+const commitQuoteSchema = z
+  .object({
+    lineItemPricing: z.boolean().optional(),
+    includeQuoteNarrative: z.boolean().optional(),
+    includeItemNarratives: z.boolean().optional(),
+  })
+  .strict()
+  .optional();
+
+/* POST /v1/sales/opportunities/:identifier/quote/commit */
+export default createRoute(
+  "post",
+  ["/opportunities/:identifier/quote/commit"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const body = await c.req.json().catch(() => undefined);
+
+    const opts = commitQuoteSchema.parse(body);
+
+    const item = await opportunities.fetchRecord(identifier);
+    const user = c.get("user");
+
+    const quote = await item.commitQuote(opts ?? {}, user);
+
+    const response = apiResponse.created(
+      "Quote committed successfully!",
+      quote.toJson({ includeRegenData: true, includeRegenParams: true }),
+    );
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.quote.commit"] }),
+);

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

@@ -0,0 +1,55 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { generatedQuotes } from "../../../../../managers/generatedQuotes";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { injectPdfMetadata } from "../../../../../modules/pdf-utils";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+import GenericError from "../../../../../Errors/GenericError";
+
+const VALID_FETCH_ACTIONS = ["download", "print"] as const;
+type FetchAction = (typeof VALID_FETCH_ACTIONS)[number];
+
+/* GET /v1/sales/opportunities/:identifier/quote/:quoteId/download?fetchAction=download|print */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/quote/:quoteId/download"],
+  async (c) => {
+    const quoteId = c.req.param("quoteId");
+    const user = c.get("user");
+    const fetchAction = c.req.query("fetchAction") as FetchAction | undefined;
+
+    if (!fetchAction || !VALID_FETCH_ACTIONS.includes(fetchAction)) {
+      throw new GenericError({
+        status: 400,
+        name: "InvalidFetchAction",
+        message: `Query parameter 'fetchAction' is required and must be one of: ${VALID_FETCH_ACTIONS.join(", ")}`,
+      });
+    }
+
+    const downloadedAt = new Date().toISOString();
+
+    const quote = await generatedQuotes.recordDownload(quoteId, {
+      id: user.id,
+      name: user.name,
+      email: user.email,
+      fetchAction,
+    });
+
+    // Inject download-time metadata into the PDF's document properties
+    const pdfWithMetadata = await injectPdfMetadata(quote.quoteFile, {
+      downloadedAt,
+      downloadedById: user.id,
+      downloadedByName: user.name ?? undefined,
+      downloadedByEmail: user.email ?? undefined,
+    });
+
+    const response = apiResponse.successful("Quote downloaded successfully!", {
+      id: quote.id,
+      quoteFileName: quote.quoteFileName,
+      mimeType: "application/pdf",
+      contentBase64: Buffer.from(pdfWithMetadata).toString("base64"),
+    });
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.quote.download"] }),
+);

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

@@ -0,0 +1,27 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { generatedQuotes } from "../../../../../managers/generatedQuotes";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+
+/* GET /v1/sales/opportunities/:identifier/quotes */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/quotes"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const includeRegenData = c.req.query("includeRegenData") === "true";
+    const includeRegenParams = c.req.query("includeRegenParams") === "true";
+
+    const item = await opportunities.fetchRecord(identifier);
+    const quotes = await generatedQuotes.fetchByOpportunity(item.id);
+
+    const response = apiResponse.successful(
+      "Committed quotes fetched successfully!",
+      quotes.map((q) => q.toJson({ includeRegenData, includeRegenParams })),
+    );
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.quote.fetch"] }),
+);

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

@@ -0,0 +1,33 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { generatedQuotes } from "../../../../../managers/generatedQuotes";
+import { opportunities } from "../../../../../managers/opportunities";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+
+/* GET /v1/sales/opportunities/:identifier/quotes/downloads */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/quotes/downloads"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+
+    const opportunity = await opportunities.fetchRecord(identifier);
+    const quotes = await generatedQuotes.fetchByOpportunity(opportunity.id);
+
+    const data = quotes.map((quote) => ({
+      quoteId: quote.id,
+      quoteFileName: quote.quoteFileName,
+      createdById: quote.createdById,
+      createdAt: quote.createdAt,
+      downloads: quote.downloads,
+    }));
+
+    const response = apiResponse.successful(
+      "Quote download history fetched successfully!",
+      data,
+    );
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.quote.fetch_downloads"] }),
+);

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

@@ -0,0 +1,61 @@
+import { createRoute } from "../../../../../modules/api-utils/createRoute";
+import { opportunities } from "../../../../../managers/opportunities";
+import { generatedQuotes } from "../../../../../managers/generatedQuotes";
+import { apiResponse } from "../../../../../modules/api-utils/apiResponse";
+import { ContentfulStatusCode } from "hono/utils/http-status";
+import { authMiddleware } from "../../../../middleware/authorization";
+
+/* GET /v1/sales/opportunities/:identifier/quote/:quoteId/preview */
+export default createRoute(
+  "get",
+  ["/opportunities/:identifier/quote/:quoteId/preview"],
+  async (c) => {
+    const identifier = c.req.param("identifier");
+    const quoteId = c.req.param("quoteId");
+
+    const item = await opportunities.fetchRecord(identifier);
+    const quote = await generatedQuotes.fetch(quoteId);
+
+    const regenData =
+      quote.quoteRegenData && typeof quote.quoteRegenData === "object"
+        ? (quote.quoteRegenData as Record<string, unknown>)
+        : {};
+
+    const options =
+      regenData.options && typeof regenData.options === "object"
+        ? (regenData.options as Record<string, unknown>)
+        : {};
+
+    const creator = await quote.fetchCreatedBy();
+
+    const previewBuffer = await item.generateQuote({
+      lineItemPricing: options.lineItemPricing as boolean | undefined,
+      includeQuoteNarrative: options.includeQuoteNarrative as
+        | boolean
+        | undefined,
+      includeItemNarratives: options.includeItemNarratives as
+        | boolean
+        | undefined,
+      showPreview: true,
+      metadata: {
+        quoteId: quote.id,
+        createdById: quote.createdById ?? undefined,
+        createdByName: creator?.name ?? undefined,
+        createdByEmail: creator?.email ?? undefined,
+        createdAt: quote.createdAt?.toISOString(),
+      },
+    });
+
+    const previewBase64 = Buffer.from(previewBuffer).toString("base64");
+
+    const response = apiResponse.successful(
+      "Quote preview generated successfully!",
+      {
+        mimeType: "application/pdf",
+        contentBase64: previewBase64,
+      },
+    );
+    return c.json(response, response.status as ContentfulStatusCode);
+  },
+  authMiddleware({ permissions: ["sales.opportunity.quote.preview"] }),
+);

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

@@ -1,8 +1,8 @@
-import { createRoute } from "../../../modules/api-utils/createRoute";
+import { createRoute } from "../../../../modules/api-utils/createRoute";
-import { opportunities } from "../../../managers/opportunities";
+import { opportunities } from "../../../../managers/opportunities";
-import { apiResponse } from "../../../modules/api-utils/apiResponse";
+import { apiResponse } from "../../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
-import { authMiddleware } from "../../middleware/authorization";
+import { authMiddleware } from "../../../middleware/authorization";
 
 /* POST /v1/sales/opportunities/:identifier/refresh */
 export default createRoute(

src/api/sales/opportunities/count.ts

@@ -1,8 +1,8 @@
-import { createRoute } from "../../modules/api-utils/createRoute";
+import { createRoute } from "../../../modules/api-utils/createRoute";
-import { opportunities } from "../../managers/opportunities";
+import { opportunities } from "../../../managers/opportunities";
-import { apiResponse } from "../../modules/api-utils/apiResponse";
+import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
-import { authMiddleware } from "../middleware/authorization";
+import { authMiddleware } from "../../middleware/authorization";
 
 /* GET /v1/sales/opportunities/count */
 export default createRoute(

src/api/sales/opportunities/fetchAll.ts

@@ -1,8 +1,9 @@
-import { createRoute } from "../../modules/api-utils/createRoute";
+import { createRoute } from "../../../modules/api-utils/createRoute";
-import { opportunities } from "../../managers/opportunities";
+import { opportunities } from "../../../managers/opportunities";
-import { apiResponse } from "../../modules/api-utils/apiResponse";
+import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
-import { authMiddleware } from "../middleware/authorization";
+import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/sales/opportunities */
 export default createRoute(
@@ -18,13 +19,23 @@ export default createRoute(
       ? await opportunities.search(search, page, rpp, { includeClosed })
       : await opportunities.fetchPages(page, rpp, { includeClosed });
 
-    const totalRecords = await opportunities.count({
+    const totalRecords = search
-      openOnly: !includeClosed,
+      ? await opportunities.searchCount(search, { includeClosed })
-    });
+      : await opportunities.count({ openOnly: !includeClosed });
+
+    const gatedData = await Promise.all(
+      data.map((item) =>
+        processObjectValuePerms(
+          item.toJson(),
+          "obj.opportunity",
+          c.get("user"),
+        ),
+      ),
+    );
 
     const response = apiResponse.successful(
       "Opportunities fetched successfully!",
-      data.map((item) => item.toJson()),
+      gatedData,
       {
         pagination: {
           previousPage: page <= 1 ? null : page - 1,

src/api/server.ts

@@ -57,6 +57,7 @@ v1.route("/permissions", require("./routers/permissionRouter").default);
 v1.route("/unifi", require("./routers/unifiRouter").default);
 v1.route("/procurement", require("./routers/procurementRouter").default);
 v1.route("/sales", require("./routers/salesRouter").default);
+v1.route("/cw", require("./routers/cwRouter").default);
 app.route("/v1", v1);
 
 export default app;

src/api/sockets/events/liveQuotePreview.ts

@@ -0,0 +1,102 @@
+import { Socket } from "socket.io";
+import { attachSocketEventPermissions } from "../middleware/authorization";
+import { opportunities } from "../../../managers/opportunities";
+
+const LIVE_QUOTE_PREVIEW_PERMISSION = "sales.opportunity.fetch";
+
+export const registerLiveQuotePreviewHandlers = (socket: Socket) => {
+  attachSocketEventPermissions(socket, {
+    "opp:live_quote_preview": [LIVE_QUOTE_PREVIEW_PERMISSION],
+  });
+
+  const registeredLivePreviewEvents = new Set<string>();
+
+  socket.on(
+    "opp:live_quote_preview",
+    async (
+      payload: { id?: string | number },
+      ack?: (response: { ok: boolean; event?: string; error?: string }) => void,
+    ) => {
+      const oppId = payload?.id;
+      const normalizedId =
+        typeof oppId === "string" || typeof oppId === "number"
+          ? `${oppId}`
+          : "";
+
+      if (!normalizedId) {
+        if (ack) return ack({ ok: false, error: "Missing opportunity id" });
+        socket.emit("opp:live_quote_preview:error", {
+          message: "Missing opportunity id",
+        });
+        return;
+      }
+
+      const dataEvent = `opp:live_quote_preview:${normalizedId}:data`;
+      const previewEvent = `opp:live_quote_preview:${normalizedId}:preview`;
+      const roomName = `opp:live_quote_preview:${normalizedId}`;
+
+      if (!registeredLivePreviewEvents.has(dataEvent)) {
+        registeredLivePreviewEvents.add(dataEvent);
+        socket.join(roomName);
+
+        socket.on(dataEvent, async (data: any) => {
+          socket.to(roomName).emit(dataEvent, data);
+
+          try {
+            const opportunity = await opportunities.fetchRecord(normalizedId);
+            const opts =
+              data?.options && typeof data.options === "object"
+                ? data.options
+                : data;
+
+            const previewBuffer = await opportunity.generateQuote({
+              lineItemPricing: opts?.lineItemPricing,
+              includeQuoteNarrative: opts?.includeQuoteNarrative,
+              includeItemNarratives: opts?.includeItemNarratives,
+              logoPath: opts?.logoPath,
+              showPreview: true,
+            });
+
+            const previewBase64 = Buffer.from(previewBuffer).toString("base64");
+
+            socket.to(roomName).emit(previewEvent, {
+              id: normalizedId,
+              mimeType: "application/pdf",
+              contentBase64: previewBase64,
+            });
+
+            socket.to(roomName).emit(dataEvent, {
+              id: normalizedId,
+              mimeType: "application/pdf",
+              contentBase64: previewBase64,
+            });
+
+            socket.emit(previewEvent, {
+              id: normalizedId,
+              mimeType: "application/pdf",
+              contentBase64: previewBase64,
+            });
+
+            socket.emit(dataEvent, {
+              id: normalizedId,
+              mimeType: "application/pdf",
+              contentBase64: previewBase64,
+            });
+          } catch (err: any) {
+            socket.emit("opp:live_quote_preview:error", {
+              message: err?.message ?? "Failed to generate live quote preview",
+              id: normalizedId,
+            });
+          }
+        });
+      }
+
+      if (ack) return ack({ ok: true, event: dataEvent });
+
+      socket.emit("opp:live_quote_preview:ready", {
+        id: normalizedId,
+        event: dataEvent,
+      });
+    },
+  );
+};

src/api/sockets/index.ts

@@ -0,0 +1,5 @@
+import { setupSecureNamespace } from "./secure";
+
+export const setupSockets = () => {
+  setupSecureNamespace();
+};

src/api/sockets/middleware/authorization.ts

@@ -0,0 +1,71 @@
+import { Socket } from "socket.io";
+import UserController from "../../../controllers/UserController";
+
+type SecureSocket = Socket & {
+  data: {
+    user?: UserController;
+    [key: string]: unknown;
+  };
+};
+
+export const attachSocketEventPermissions = (
+  socket: Socket,
+  eventPermissions: Record<string, string[]>,
+): boolean => {
+  const user = (socket.data?.user as UserController | undefined) ?? undefined;
+  if (!user) return false;
+
+  socket.use(async (packet, packetNext) => {
+    const eventName = packet[0];
+
+    if (typeof eventName !== "string") return packetNext();
+
+    const eventRequiredPermissions = eventPermissions[eventName] ?? [];
+    if (eventRequiredPermissions.length === 0) return packetNext();
+
+    const eventChecks = await Promise.all(
+      eventRequiredPermissions.map((permission) =>
+        user.hasPermission(permission),
+      ),
+    );
+
+    if (eventChecks.includes(false)) {
+      return packetNext(new Error("Forbidden: insufficient permissions"));
+    }
+
+    return packetNext();
+  });
+
+  return true;
+};
+
+export const socketAuthMiddleware = (permParams?: {
+  permissions?: string[];
+  eventPermissions?: Record<string, string[]>;
+}) => {
+  return async (socket: SecureSocket, next: (err?: Error) => void) => {
+    const user = socket.data.user;
+    if (!user) return next(new Error("Unauthorized"));
+
+    const requiredPermissions = permParams?.permissions ?? [];
+
+    if (requiredPermissions.length > 0) {
+      const permissionChecks = await Promise.all(
+        requiredPermissions.map((permission) => user.hasPermission(permission)),
+      );
+
+      if (permissionChecks.includes(false)) {
+        return next(new Error("Forbidden: insufficient permissions"));
+      }
+    }
+
+    const eventPermissions = permParams?.eventPermissions;
+
+    if (eventPermissions) {
+      const attached = attachSocketEventPermissions(socket, eventPermissions);
+      if (!attached) return next(new Error("Unauthorized"));
+    }
+
+    return next();
+  };
+};

src/api/sockets/secure.ts

@@ -0,0 +1,128 @@
+import { Namespace } from "socket.io";
+import { io, prisma } from "../../constants";
+import { sessions } from "../../managers/sessions";
+import { socketAuthMiddleware } from "./middleware/authorization";
+import { registerLiveQuotePreviewHandlers } from "./events/liveQuotePreview";
+
+const SESSION_ENFORCEMENT_INTERVAL_MS = 60 * 1000;
+const MAX_TIMEOUT_MS = 2_147_483_647;
+
+const AUTH_HEADER_REGEX =
+  /^(Bearer|Key)\s([a-zA-Z0-9-_]+\.[a-zA-Z0-9-_]+\.[a-zA-Z0-9-_]+)$/;
+
+const resolveAuthorization = (handshake: {
+  auth?: Record<string, unknown>;
+  headers?: Record<string, unknown>;
+}): string | null => {
+  const headerAuth = handshake.headers?.authorization;
+  if (typeof headerAuth === "string" && headerAuth.length > 0)
+    return headerAuth;
+
+  const authAuthorization = handshake.auth?.authorization;
+  if (typeof authAuthorization === "string" && authAuthorization.length > 0)
+    return authAuthorization;
+
+  const authToken = handshake.auth?.token;
+  if (typeof authToken === "string" && authToken.length > 0)
+    return `Bearer ${authToken}`;
+
+  return null;
+};
+
+export const setupSecureNamespace = (): Namespace => {
+  const secureNamespace = io.of("/secure");
+
+  secureNamespace.use(async (socket, next) => {
+    try {
+      const authorization = resolveAuthorization(socket.handshake as any);
+      if (!authorization)
+        return next(new Error("Unauthorized: missing authorization"));
+
+      const components = authorization.match(AUTH_HEADER_REGEX);
+      if (!components)
+        return next(new Error("Unauthorized: invalid authorization format"));
+
+      const authValue = components[2] ?? "";
+      const session = await sessions.fetch({ accessToken: authValue });
+      const user = await session.fetchUser();
+
+      socket.data.user = user;
+      socket.data.session = session;
+
+      return next();
+    } catch {
+      return next(new Error("Unauthorized"));
+    }
+  });
+
+  secureNamespace.use(socketAuthMiddleware());
+
+  secureNamespace.on("connection", (socket) => {
+    const sessionId = socket.data.session?.id as string | undefined;
+    const sessionExpiresAt = socket.data.session?.expires
+      ? new Date(socket.data.session.expires).getTime()
+      : null;
+
+    const disconnectForSession = () => {
+      if (socket.disconnected) return;
+      socket.emit("secure:session:expired");
+      socket.disconnect(true);
+    };
+
+    let expiryTimeout: ReturnType<typeof setTimeout> | null = null;
+
+    const scheduleExpiryDisconnect = () => {
+      if (sessionExpiresAt === null) return;
+
+      const remainingMs = sessionExpiresAt - Date.now();
+      if (remainingMs <= 0) {
+        disconnectForSession();
+        return;
+      }
+
+      const delayMs = Math.min(remainingMs, MAX_TIMEOUT_MS);
+      expiryTimeout = setTimeout(scheduleExpiryDisconnect, delayMs);
+    };
+
+    scheduleExpiryDisconnect();
+
+    const interval = setInterval(async () => {
+      if (!sessionId) {
+        disconnectForSession();
+        return;
+      }
+
+      const session = await prisma.session.findFirst({
+        where: { id: sessionId },
+        select: { id: true, expires: true, invalidatedAt: true },
+      });
+
+      if (!session) {
+        disconnectForSession();
+        return;
+      }
+
+      if (session.invalidatedAt) {
+        disconnectForSession();
+        return;
+      }
+
+      if (session.expires.getTime() <= Date.now()) {
+        disconnectForSession();
+      }
+    }, SESSION_ENFORCEMENT_INTERVAL_MS);
+
+    socket.on("disconnect", () => {
+      clearInterval(interval);
+      if (expiryTimeout) clearTimeout(expiryTimeout);
+    });
+
+    registerLiveQuotePreviewHandlers(socket);
+
+    socket.emit("secure:connected", {
+      userId: socket.data.user?.id ?? null,
+    });
+  });
+
+  return secureNamespace;
+};

src/api/unifi/site/fetch.ts

@@ -3,6 +3,7 @@ import { unifiSites } from "../../../managers/unifiSites";
 import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/unifi/site/:id */
 export default createRoute(
@@ -10,9 +11,16 @@ export default createRoute(
   ["/site/:id"],
   async (c) => {
     const site = await unifiSites.fetch(c.req.param("id"));
+
+    const gatedData = await processObjectValuePerms(
+      site,
+      "obj.unifiSite",
+      c.get("user"),
+    );
+
     const response = apiResponse.successful(
       "UniFi Site Fetched Successfully!",
-      site,
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/unifi/sites/fetchAll.ts

@@ -3,6 +3,7 @@ import { unifiSites } from "../../../managers/unifiSites";
 import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { ContentfulStatusCode } from "hono/utils/http-status";
 import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/unifi/sites */
 export default createRoute(
@@ -10,9 +11,16 @@ export default createRoute(
   ["/sites"],
   async (c) => {
     const sites = await unifiSites.fetchAll();
+
+    const gatedData = await Promise.all(
+      sites.map((site) =>
+        processObjectValuePerms(site, "obj.unifiSite", c.get("user")),
+      ),
+    );
+
     const response = apiResponse.successful(
       "UniFi Sites Fetched Successfully!",
-      sites,
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/user/@me/fetch.ts

@@ -2,16 +2,20 @@ import { ContentfulStatusCode } from "hono/utils/http-status";
 import { apiResponse } from "../../../modules/api-utils/apiResponse";
 import { createRoute } from "../../../modules/api-utils/createRoute";
 import { authMiddleware } from "../../middleware/authorization";
+import { processObjectValuePerms } from "../../../modules/permission-utils/processObjectPermissions";
 
 // /v1/user/@me
 export default createRoute(
   "get",
   ["/@me"],
-  (c) => {
+  async (c) => {
-    const response = apiResponse.successful(
+    const gatedData = await processObjectValuePerms(
-      "Fetched user.",
       c.get("user")?.toJson(),
+      "obj.user",
+      c.get("user"),
     );
+
+    const response = apiResponse.successful("Fetched user.", gatedData);
     return c.json(response, response.status as ContentfulStatusCode);
   },
   authMiddleware({ scopes: ["user.read"] }),

src/api/user/fetch.ts

@@ -4,6 +4,7 @@ import { createRoute } from "../../modules/api-utils/createRoute";
 import { authMiddleware } from "../middleware/authorization";
 import { users } from "../../managers/users";
 import GenericError from "../../Errors/GenericError";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/user/users/:identifier */
 export default createRoute(
@@ -21,9 +22,15 @@ export default createRoute(
         status: 404,
       });
 
+    const gatedData = await processObjectValuePerms(
+      user.toJson(),
+      "obj.user",
+      c.get("user"),
+    );
+
     const response = apiResponse.successful(
       "User Fetched Successfully!",
-      user.toJson(),
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/user/fetchAll.ts

@@ -3,6 +3,7 @@ import { apiResponse } from "../../modules/api-utils/apiResponse";
 import { createRoute } from "../../modules/api-utils/createRoute";
 import { authMiddleware } from "../middleware/authorization";
 import { users } from "../../managers/users";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/user/users */
 export default createRoute(
@@ -11,11 +12,16 @@ export default createRoute(
 
   async (c) => {
     const allUsers = await users.fetchAllUsers();
-    const usersArray = allUsers.map((u) => u.toJson());
+
+    const gatedData = await Promise.all(
+      allUsers.map((u) =>
+        processObjectValuePerms(u.toJson(), "obj.user", c.get("user")),
+      ),
+    );
 
     const response = apiResponse.successful(
       "Users Fetched Successfully!",
-      usersArray,
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/api/user/fetchRoles.ts

@@ -4,6 +4,7 @@ import { createRoute } from "../../modules/api-utils/createRoute";
 import { authMiddleware } from "../middleware/authorization";
 import { users } from "../../managers/users";
 import GenericError from "../../Errors/GenericError";
+import { processObjectValuePerms } from "../../modules/permission-utils/processObjectPermissions";
 
 /* GET /v1/user/users/:identifier/roles */
 export default createRoute(
@@ -22,11 +23,20 @@ export default createRoute(
       });
 
     const roles = await user.fetchRoles();
-    const rolesArray = roles.map((r) => r.toJson({ viewPermissions: true }));
+
+    const gatedData = await Promise.all(
+      roles.map((r) =>
+        processObjectValuePerms(
+          r.toJson({ viewPermissions: true }),
+          "obj.role",
+          c.get("user"),
+        ),
+      ),
+    );
 
     const response = apiResponse.successful(
       "User Roles Fetched Successfully!",
-      rolesArray,
+      gatedData,
     );
     return c.json(response, response.status as ContentfulStatusCode);
   },

src/constants.ts

@@ -6,6 +6,8 @@ import { Server } from "socket.io";
 import { Server as Engine } from "@socket.io/bun-engine";
 import axios from "axios";
 import { UnifiClient } from "./modules/unifi-api/UnifiClient";
+import { attachCwApiLogger } from "./modules/cw-utils/cwApiLogger";
+import Redis from "ioredis";
 
 const connectionString = `${process.env.DATABASE_URL}`;
 const adapter = new PrismaPg({ connectionString });
@@ -22,6 +24,10 @@ export const API_BASE_URL =
 
 export const prisma = new PrismaClient({ adapter });
 
+// Redis Client
+
+export const redis = new Redis(process.env.REDIS_URL!);
+
 export const sessionDuration = 30 * 24 * 60 * 60000;
 export const accessTokenDuration = "10min";
 export const refreshTokenDuration = "30d";
@@ -76,8 +82,11 @@ const connectWiseApi = axios.create({
     clientId: `${process.env.CW_CLIENT_ID}`,
     "Content-Type": "application/json",
   },
+  timeout: 30_000, // 30 s — prevents indefinite hangs on CW API
 });
 
+attachCwApiLogger(connectWiseApi);
+
 export { connectWiseApi };
 
 // Unifi API Constants

src/controllers/ActivityController.ts

@@ -0,0 +1,252 @@
+import {
+  CWActivity,
+  CWActivityCustomField,
+  CWPatchOperation,
+  CWCreateActivity,
+} from "../modules/cw-utils/activities/activity.types";
+import { activityCw } from "../modules/cw-utils/activities/activities";
+import { fetchActivity } from "../modules/cw-utils/activities/fetchActivity";
+
+/**
+ * Activity Controller
+ *
+ * Domain model class that encapsulates a ConnectWise Activity entity.
+ * Activities are not persisted locally — all data is sourced directly
+ * from the ConnectWise API.
+ */
+export class ActivityController {
+  public readonly cwActivityId: number;
+  public name: string;
+  public notes: string | null;
+
+  public typeName: string | null;
+  public typeCwId: number | null;
+  public statusName: string | null;
+  public statusCwId: number | null;
+
+  public companyCwId: number | null;
+  public companyName: string | null;
+  public companyIdentifier: string | null;
+  public contactCwId: number | null;
+  public contactName: string | null;
+
+  public phoneNumber: string | null;
+  public email: string | null;
+
+  public opportunityCwId: number | null;
+  public opportunityName: string | null;
+  public ticketCwId: number | null;
+  public ticketName: string | null;
+  public agreementCwId: number | null;
+  public agreementName: string | null;
+  public campaignCwId: number | null;
+  public campaignName: string | null;
+
+  public assignToCwId: number | null;
+  public assignToName: string | null;
+  public assignToIdentifier: string | null;
+
+  public scheduleStatusCwId: number | null;
+  public scheduleStatusName: string | null;
+  public reminderCwId: number | null;
+  public reminderName: string | null;
+  public whereCwId: number | null;
+  public whereName: string | null;
+
+  public dateStart: Date | null;
+  public dateEnd: Date | null;
+  public notifyFlag: boolean;
+
+  public currencyCwId: number | null;
+  public currencyName: string | null;
+
+  public mobileGuid: string | null;
+  public customFields: CWActivityCustomField[];
+
+  public cwLastUpdated: Date | null;
+  public cwDateEntered: Date | null;
+  public cwEnteredBy: string | null;
+  public cwUpdatedBy: string | null;
+
+  constructor(data: CWActivity) {
+    this.cwActivityId = data.id;
+    this.name = data.name;
+    this.notes = data.notes ?? null;
+
+    this.typeName = data.type?.name ?? null;
+    this.typeCwId = data.type?.id ?? null;
+    this.statusName = data.status?.name ?? null;
+    this.statusCwId = data.status?.id ?? null;
+
+    this.companyCwId = data.company?.id ?? null;
+    this.companyName = data.company?.name ?? null;
+    this.companyIdentifier = data.company?.identifier ?? null;
+    this.contactCwId = data.contact?.id ?? null;
+    this.contactName = data.contact?.name ?? null;
+
+    this.phoneNumber = data.phoneNumber ?? null;
+    this.email = data.email ?? null;
+
+    this.opportunityCwId = data.opportunity?.id ?? null;
+    this.opportunityName = data.opportunity?.name ?? null;
+    this.ticketCwId = data.ticket?.id ?? null;
+    this.ticketName = data.ticket?.name ?? null;
+    this.agreementCwId = data.agreement?.id ?? null;
+    this.agreementName = data.agreement?.name ?? null;
+    this.campaignCwId = data.campaign?.id ?? null;
+    this.campaignName = data.campaign?.name ?? null;
+
+    this.assignToCwId = data.assignTo?.id ?? null;
+    this.assignToName = data.assignTo?.name ?? null;
+    this.assignToIdentifier = data.assignTo?.identifier ?? null;
+
+    this.scheduleStatusCwId = data.scheduleStatus?.id ?? null;
+    this.scheduleStatusName = data.scheduleStatus?.name ?? null;
+    this.reminderCwId = data.reminder?.id ?? null;
+    this.reminderName = data.reminder?.name ?? null;
+    this.whereCwId = data.where?.id ?? null;
+    this.whereName = data.where?.name ?? null;
+
+    this.dateStart = data.dateStart ? new Date(data.dateStart) : null;
+    this.dateEnd = data.dateEnd ? new Date(data.dateEnd) : null;
+    this.notifyFlag = data.notifyFlag ?? false;
+
+    this.currencyCwId = data.currency?.id ?? null;
+    this.currencyName = data.currency?.name ?? null;
+
+    this.mobileGuid = data.mobileGuid ?? null;
+    this.customFields = data.customFields ?? [];
+
+    this.cwLastUpdated = data._info?.lastUpdated
+      ? new Date(data._info.lastUpdated)
+      : null;
+    this.cwDateEntered = data._info?.dateEntered
+      ? new Date(data._info.dateEntered)
+      : null;
+    this.cwEnteredBy = data._info?.enteredBy ?? null;
+    this.cwUpdatedBy = data._info?.updatedBy ?? null;
+  }
+
+  /**
+   * Refresh from ConnectWise
+   *
+   * Fetches the latest activity data from CW and returns
+   * a new ActivityController instance with updated state.
+   */
+  public async refreshFromCW(): Promise<ActivityController> {
+    const cwData = await fetchActivity(this.cwActivityId);
+    return new ActivityController(cwData);
+  }
+
+  /**
+   * Fetch raw CW data
+   *
+   * Returns the raw ConnectWise activity object.
+   */
+  public async fetchCwData(): Promise<CWActivity> {
+    return fetchActivity(this.cwActivityId);
+  }
+
+  /**
+   * Update in ConnectWise
+   *
+   * Applies JSON Patch operations to this activity in ConnectWise
+   * and returns a new controller with the updated data.
+   */
+  public async update(
+    operations: CWPatchOperation[],
+  ): Promise<ActivityController> {
+    const updated = await activityCw.update(this.cwActivityId, operations);
+    return new ActivityController(updated);
+  }
+
+  /**
+   * Delete from ConnectWise
+   *
+   * Deletes this activity in ConnectWise.
+   */
+  public async delete(): Promise<void> {
+    await activityCw.delete(this.cwActivityId);
+  }
+
+  /**
+   * Create Activity (static factory)
+   *
+   * Creates a new activity in ConnectWise and returns a controller instance.
+   */
+  public static async create(
+    data: CWCreateActivity,
+  ): Promise<ActivityController> {
+    const created = await activityCw.create(data);
+    return new ActivityController(created);
+  }
+
+  /**
+   * To JSON
+   *
+   * Serializes the activity into a safe, API-friendly object.
+   */
+  public toJson(): Record<string, any> {
+    return {
+      cwActivityId: this.cwActivityId,
+      name: this.name,
+      notes: this.notes,
+      type: this.typeCwId ? { id: this.typeCwId, name: this.typeName } : null,
+      status: this.statusCwId
+        ? { id: this.statusCwId, name: this.statusName }
+        : null,
+      company: this.companyCwId
+        ? {
+            id: this.companyCwId,
+            identifier: this.companyIdentifier,
+            name: this.companyName,
+          }
+        : null,
+      contact: this.contactCwId
+        ? { id: this.contactCwId, name: this.contactName }
+        : null,
+      phoneNumber: this.phoneNumber,
+      email: this.email,
+      opportunity: this.opportunityCwId
+        ? { id: this.opportunityCwId, name: this.opportunityName }
+        : null,
+      ticket: this.ticketCwId
+        ? { id: this.ticketCwId, name: this.ticketName }
+        : null,
+      agreement: this.agreementCwId
+        ? { id: this.agreementCwId, name: this.agreementName }
+        : null,
+      campaign: this.campaignCwId
+        ? { id: this.campaignCwId, name: this.campaignName }
+        : null,
+      assignTo: this.assignToCwId
+        ? {
+            id: this.assignToCwId,
+            identifier: this.assignToIdentifier,
+            name: this.assignToName,
+          }
+        : null,
+      scheduleStatus: this.scheduleStatusCwId
+        ? { id: this.scheduleStatusCwId, name: this.scheduleStatusName }
+        : null,
+      reminder: this.reminderCwId
+        ? { id: this.reminderCwId, name: this.reminderName }
+        : null,
+      where: this.whereCwId
+        ? { id: this.whereCwId, name: this.whereName }
+        : null,
+      dateStart: this.dateStart,
+      dateEnd: this.dateEnd,
+      notifyFlag: this.notifyFlag,
+      currency: this.currencyCwId
+        ? { id: this.currencyCwId, name: this.currencyName }
+        : null,
+      mobileGuid: this.mobileGuid,
+      customFields: this.customFields,
+      cwLastUpdated: this.cwLastUpdated,
+      cwDateEntered: this.cwDateEntered,
+      cwEnteredBy: this.cwEnteredBy,
+      cwUpdatedBy: this.cwUpdatedBy,
+    };
+  }
+}

src/controllers/CatalogItemController.ts

@@ -21,6 +21,11 @@ export class CatalogItemController {
   public readonly cwCatalogId: number;
   public readonly identifier: string | null;
 
+  public category: string | null;
+  public categoryCwId: number | null;
+  public subcategory: string | null;
+  public subcategoryCwId: number | null;
+
   public manufacturer: string | null;
   public manufactureCwId: number | null;
   public partNumber: string | null;
@@ -55,6 +60,10 @@ export class CatalogItemController {
     this.internalNotes = itemData.internalNotes;
     this.cwCatalogId = itemData.cwCatalogId;
     this.identifier = itemData.identifier;
+    this.category = itemData.category;
+    this.categoryCwId = itemData.categoryCwId;
+    this.subcategory = itemData.subcategory;
+    this.subcategoryCwId = itemData.subcategoryCwId;
     this.manufacturer = itemData.manufacturer;
     this.manufactureCwId = itemData.manufactureCwId;
     this.partNumber = itemData.partNumber;
@@ -196,6 +205,10 @@ export class CatalogItemController {
       description: this.description,
       customerDescription: this.customerDescription,
       internalNotes: this.internalNotes,
+      category: this.category,
+      categoryCwId: this.categoryCwId,
+      subcategory: this.subcategory,
+      subcategoryCwId: this.subcategoryCwId,
       manufacturer: this.manufacturer,
       manufactureCwId: this.manufactureCwId,
       partNumber: this.partNumber,

src/controllers/CompanyController.ts

@@ -1,7 +1,13 @@
 import { Company } from "../../generated/prisma/client";
+import { connectWiseApi } from "../constants";
 import { fetchCwCompanyById } from "../modules/cw-utils/fetchCompany";
 import { fetchCompanyConfigurations } from "../modules/cw-utils/configurations/fetchCompanyConfigurations";
 import { updateCwInternalCompany } from "../modules/cw-utils/updateCompany";
+import {
+  fetchCompanySites,
+  fetchCompanySite,
+  serializeCwSite,
+} from "../modules/cw-utils/sites/companySites";
 import { Company as CWCompany, Contact } from "../types/ConnectWiseTypes";
 
 /**
@@ -16,7 +22,7 @@ export class CompanyController {
   public name: string;
   public readonly cw_Identifier: string;
   public readonly cw_CompanyId: number;
-  public readonly cw_Data?: {
+  public cw_Data?: {
     company: CWCompany;
     defaultContact: Contact | null;
     allContacts: Contact[];
@@ -30,6 +36,41 @@ export class CompanyController {
     this.cw_Data = cwData;
   }
 
+  /**
+   * Hydrate CW Data
+   *
+   * Fetches and populates the full ConnectWise company data
+   * (company, default contact, all contacts) if not already loaded.
+   *
+   * @returns {ThisType}
+   */
+  public async hydrateCwData() {
+    if (this.cw_Data) return this;
+
+    const cwCompany = await fetchCwCompanyById(this.cw_CompanyId);
+    if (!cwCompany) return this;
+
+    const allContactsData = await connectWiseApi.get(
+      `${cwCompany._info.contacts_href}&pageSize=1000`,
+    );
+
+    // Derive default contact from allContacts instead of a separate CW call
+    const defaultContactId = cwCompany.defaultContact?.id;
+    const defaultContactData = defaultContactId
+      ? ((allContactsData.data as any[]).find(
+          (c: any) => c.id === defaultContactId,
+        ) ?? null)
+      : null;
+
+    this.cw_Data = {
+      company: cwCompany,
+      defaultContact: defaultContactData,
+      allContacts: allContactsData.data,
+    };
+
+    return this;
+  }
+
   /**
    * Refresh Internal Company Data from ConnectWise
    *
@@ -71,6 +112,30 @@ export class CompanyController {
     return data;
   }
 
+  /**
+   * Fetch Company Sites
+   *
+   * Retrieves all sites for this company from ConnectWise
+   * and returns them as serialized site objects.
+   */
+  public async fetchSites() {
+    const sites = await fetchCompanySites(this.cw_CompanyId);
+    return sites.map(serializeCwSite);
+  }
+
+  /**
+   * Fetch Company Site by ID
+   *
+   * Retrieves a single site by its ConnectWise site ID
+   * and returns a serialized site object.
+   *
+   * @param cwSiteId - The ConnectWise site ID
+   */
+  public async fetchSite(cwSiteId: number) {
+    const site = await fetchCompanySite(this.cw_CompanyId, cwSiteId);
+    return serializeCwSite(site);
+  }
+
   public toJson(opts?: {
     includeAddress: boolean;
     includePrimaryContact: boolean;

src/controllers/ForecastProductController.ts

@@ -0,0 +1,286 @@
+import { CWForecastItem } from "../modules/cw-utils/opportunities/opportunity.types";
+
+/**
+ * Forecast Product Controller
+ *
+ * Domain model class that encapsulates a ConnectWise Forecast Item (product/
+ * revenue line item on an opportunity). Forecast products are not persisted
+ * locally — all data is sourced directly from the ConnectWise API.
+ */
+export class ForecastProductController {
+  public readonly cwForecastId: number;
+  public forecastDescription: string;
+
+  public opportunityCwId: number | null;
+  public opportunityName: string | null;
+
+  public quantity: number;
+
+  public statusCwId: number | null;
+  public statusName: string | null;
+
+  public catalogItemCwId: number | null;
+  public catalogItemIdentifier: string | null;
+
+  public productDescription: string;
+  public customerDescription: string | null;
+  public productNarrative: string | null;
+  public productClass: string;
+  public forecastType: string;
+
+  public revenue: number;
+  public cost: number;
+  public margin: number;
+  public percentage: number;
+
+  public includeFlag: boolean;
+  public linkFlag: boolean;
+  public recurringFlag: boolean;
+  public taxableFlag: boolean;
+
+  public recurringRevenue: number;
+  public recurringCost: number;
+  public cycles: number;
+
+  public sequenceNumber: number;
+  public subNumber: number;
+  public quoteWerksQuantity: number;
+
+  public cwLastUpdated: Date | null;
+  public cwUpdatedBy: string | null;
+
+  // Cancellation data (from procurement products endpoint)
+  public cancelledFlag: boolean;
+  public quantityCancelled: number;
+  public cancelledReason: string | null;
+  public cancelledBy: number | null;
+  public cancelledDate: Date | null;
+
+  // Internal inventory data (from local CatalogItem database)
+  public onHand: number | null;
+  public inStock: boolean | null;
+
+  constructor(data: CWForecastItem) {
+    this.cwForecastId = data.id;
+    this.forecastDescription = data.forecastDescription;
+
+    this.opportunityCwId = data.opportunity?.id ?? null;
+    this.opportunityName = data.opportunity?.name ?? null;
+
+    this.quantity = data.quantity;
+
+    this.statusCwId = data.status?.id ?? null;
+    this.statusName = data.status?.name ?? null;
+
+    this.catalogItemCwId = data.catalogItem?.id ?? null;
+    this.catalogItemIdentifier = data.catalogItem?.identifier ?? null;
+
+    this.productDescription = data.productDescription;
+    this.customerDescription = data.customerDescription ?? null;
+    this.productNarrative =
+      data.customFields?.find((f) => f.id === 46)?.value?.toString() ?? null;
+    this.productClass = data.productClass;
+    this.forecastType = data.forecastType;
+
+    this.revenue = data.revenue;
+    this.cost = data.cost;
+    this.margin = data.margin;
+    this.percentage = data.percentage;
+
+    this.includeFlag = data.includeFlag ?? false;
+    this.linkFlag = data.linkFlag ?? false;
+    this.recurringFlag = data.recurringFlag ?? false;
+    this.taxableFlag = data.taxableFlag ?? false;
+
+    this.recurringRevenue = data.recurringRevenue ?? 0;
+    this.recurringCost = data.recurringCost ?? 0;
+    this.cycles = data.cycles ?? 0;
+
+    this.sequenceNumber = data.sequenceNumber ?? 0;
+    this.subNumber = data.subNumber ?? 0;
+    this.quoteWerksQuantity = data.quoteWerksQuantity ?? 0;
+
+    this.cwLastUpdated = data._info?.lastUpdated
+      ? new Date(data._info.lastUpdated)
+      : null;
+    this.cwUpdatedBy = data._info?.updatedBy ?? null;
+
+    // Cancellation defaults — enriched later via applyCancellationData()
+    this.cancelledFlag = false;
+    this.quantityCancelled = 0;
+    this.cancelledReason = null;
+    this.cancelledBy = null;
+    this.cancelledDate = null;
+
+    // Inventory defaults — enriched later via applyInventoryData()
+    this.onHand = null;
+    this.inStock = null;
+  }
+
+  /**
+   * Apply Cancellation Data
+   *
+   * Enriches this forecast product with cancellation data from the
+   * procurement products endpoint.
+   */
+  /**
+   * Apply Procurement Custom Fields
+   *
+   * Enriches this forecast product with custom field data from the
+   * procurement products endpoint (the forecast endpoint does not
+   * return customFields).
+   */
+  public applyProcurementCustomFields(data: {
+    customFields?: Array<{ id: number; value?: unknown }>;
+  }): void {
+    const narrative = data.customFields
+      ?.find((f) => f.id === 46)
+      ?.value?.toString();
+    if (narrative) {
+      this.productNarrative = narrative;
+    }
+  }
+
+  public applyCancellationData(data: {
+    cancelledFlag?: boolean;
+    quantityCancelled?: number;
+    cancelledReason?: string;
+    cancelledBy?: number;
+    cancelledDate?: string;
+  }): void {
+    this.cancelledFlag = data.cancelledFlag ?? false;
+    this.quantityCancelled = data.quantityCancelled ?? 0;
+    this.cancelledReason = data.cancelledReason ?? null;
+    this.cancelledBy = data.cancelledBy ?? null;
+    this.cancelledDate = data.cancelledDate
+      ? new Date(data.cancelledDate)
+      : null;
+  }
+
+  /**
+   * Apply Inventory Data
+   *
+   * Enriches this forecast product with internal inventory data from
+   * the local CatalogItem database.
+   */
+  public applyInventoryData(data: { onHand: number }): void {
+    this.onHand = data.onHand;
+    this.inStock = data.onHand > 0;
+  }
+
+  /**
+   * Profit
+   *
+   * Returns the calculated profit (revenue - cost).
+   */
+  public get profit(): number {
+    return this.revenue - this.cost;
+  }
+
+  /**
+   * Effective Quantity
+   *
+   * Returns the quantity adjusted for cancellations (minimum 0).
+   */
+  public get effectiveQuantity(): number {
+    if (this.cancellationType === "full") return 0;
+    return Math.max(0, this.quantity - this.quantityCancelled);
+  }
+
+  /**
+   * Effective Revenue
+   *
+   * Returns the revenue adjusted proportionally for cancelled units.
+   */
+  public get effectiveRevenue(): number {
+    if (this.cancellationType === "full" || this.quantity <= 0) return 0;
+    const unitPrice = this.revenue / this.quantity;
+    return unitPrice * this.effectiveQuantity;
+  }
+
+  /**
+   * Effective Cost
+   *
+   * Returns the cost adjusted proportionally for cancelled units.
+   */
+  public get effectiveCost(): number {
+    if (this.cancellationType === "full" || this.quantity <= 0) return 0;
+    const unitCost = this.cost / this.quantity;
+    return unitCost * this.effectiveQuantity;
+  }
+
+  /**
+   * Cancelled
+   *
+   * Returns true if the forecast item has been cancelled (fully or partially).
+   */
+  public get cancelled(): boolean {
+    return this.cancelledFlag;
+  }
+
+  /**
+   * Cancellation Type
+   *
+   * Returns the type of cancellation:
+   * - `"full"` — all units have been cancelled (`quantityCancelled >= quantity`)
+   * - `"partial"` — some units cancelled but not all
+   * - `null` — not cancelled
+   */
+  public get cancellationType(): "full" | "partial" | null {
+    if (!this.cancelledFlag || this.quantityCancelled <= 0) return null;
+    return this.quantityCancelled >= this.quantity ? "full" : "partial";
+  }
+
+  /**
+   * To JSON
+   *
+   * Serializes the forecast product into a safe, API-friendly object.
+   */
+  public toJson(): Record<string, any> {
+    return {
+      id: this.cwForecastId,
+      forecastDescription: this.forecastDescription,
+      opportunity: this.opportunityCwId
+        ? { id: this.opportunityCwId, name: this.opportunityName }
+        : null,
+      quantity: this.quantity,
+      status: this.statusCwId
+        ? { id: this.statusCwId, name: this.statusName }
+        : null,
+      cancelled: this.cancelled,
+      cancellationType: this.cancellationType,
+      quantityCancelled: this.quantityCancelled,
+      cancelledReason: this.cancelledReason,
+      cancelledDate: this.cancelledDate,
+      catalogItem: this.catalogItemCwId
+        ? { id: this.catalogItemCwId, identifier: this.catalogItemIdentifier }
+        : null,
+      productDescription: this.productDescription,
+      customerDescription: this.customerDescription,
+      productNarrative: this.productNarrative,
+      productClass: this.productClass,
+      forecastType: this.forecastType,
+      revenue: this.revenue,
+      cost: this.cost,
+      margin: this.margin,
+      profit: this.profit,
+      effectiveQuantity: this.effectiveQuantity,
+      effectiveRevenue: this.effectiveRevenue,
+      effectiveCost: this.effectiveCost,
+      percentage: this.percentage,
+      includeFlag: this.includeFlag,
+      linkFlag: this.linkFlag,
+      recurringFlag: this.recurringFlag,
+      taxableFlag: this.taxableFlag,
+      recurringRevenue: this.recurringRevenue,
+      recurringCost: this.recurringCost,
+      cycles: this.cycles,
+      sequenceNumber: this.sequenceNumber,
+      subNumber: this.subNumber,
+      cwLastUpdated: this.cwLastUpdated,
+      cwUpdatedBy: this.cwUpdatedBy,
+      onHand: this.onHand,
+      inStock: this.inStock,
+    };
+  }
+}

src/controllers/GeneratedQuoteController.ts

@@ -0,0 +1,131 @@
+import {
+  GeneratedQuotes,
+  Opportunity,
+  Role,
+  User,
+} from "../../generated/prisma/client";
+import { prisma } from "../constants";
+import { OpportunityController } from "./OpportunityController";
+import UserController from "./UserController";
+
+export class GeneratedQuoteController {
+  public readonly id: string;
+
+  public quoteRegenData: unknown;
+  public quoteRegenParams: unknown;
+  public quoteRegenHash: string;
+
+  public downloads: unknown[];
+
+  public quoteFile: Uint8Array;
+  public quoteFileName: string;
+
+  public opportunityId: string;
+  public createdById: string | null;
+
+  public createdAt: Date;
+  public updatedAt: Date;
+
+  private _opportunity: OpportunityController | null;
+  private _createdBy: UserController | null;
+
+  constructor(
+    data: GeneratedQuotes & {
+      opportunity?: Opportunity | null;
+      createdBy?: (User & { roles: Role[] }) | null;
+    },
+  ) {
+    this.id = data.id;
+
+    this.quoteRegenData = data.quoteRegenData;
+    this.quoteRegenParams = data.quoteRegenParams;
+    this.quoteRegenHash = data.quoteRegenHash;
+
+    this.downloads = Array.isArray(data.downloads)
+      ? (data.downloads as unknown[])
+      : [];
+
+    this.quoteFile = data.quoteFile;
+    this.quoteFileName = data.quoteFileName;
+
+    this.opportunityId = data.opportunityId;
+    this.createdById = data.createdById;
+
+    this.createdAt = data.createdAt;
+    this.updatedAt = data.updatedAt;
+
+    this._opportunity = data.opportunity
+      ? new OpportunityController(data.opportunity)
+      : null;
+
+    this._createdBy = data.createdBy
+      ? new UserController(data.createdBy)
+      : null;
+  }
+
+  public async fetchOpportunity(): Promise<OpportunityController | null> {
+    if (this._opportunity) return this._opportunity;
+
+    const opportunity = await prisma.opportunity.findFirst({
+      where: { id: this.opportunityId },
+    });
+
+    if (!opportunity) return null;
+
+    this._opportunity = new OpportunityController(opportunity);
+    return this._opportunity;
+  }
+
+  public async fetchCreatedBy(): Promise<UserController | null> {
+    if (this._createdBy) return this._createdBy;
+    if (!this.createdById) return null;
+
+    const user = await prisma.user.findFirst({
+      where: { id: this.createdById },
+      include: { roles: true },
+    });
+
+    if (!user) return null;
+
+    this._createdBy = new UserController(user);
+    return this._createdBy;
+  }
+
+  public toJson(opts?: {
+    includeFile?: boolean;
+    encodeFileAsBase64?: boolean;
+    includeRegenData?: boolean;
+    includeRegenParams?: boolean;
+    includeDownloads?: boolean;
+    includeOpportunity?: boolean;
+    includeCreatedBy?: boolean;
+  }): Record<string, any> {
+    return {
+      id: this.id,
+      quoteFileName: this.quoteFileName,
+      quoteRegenHash: this.quoteRegenHash,
+      opportunityId: this.opportunityId,
+      createdById: this.createdById,
+      downloads: opts?.includeDownloads ? this.downloads : undefined,
+      quoteRegenData: opts?.includeRegenData ? this.quoteRegenData : undefined,
+      quoteRegenParams: opts?.includeRegenParams
+        ? this.quoteRegenParams
+        : undefined,
+      quoteFile: !opts?.includeFile
+        ? undefined
+        : opts?.encodeFileAsBase64
+          ? Buffer.from(this.quoteFile).toString("base64")
+          : this.quoteFile,
+      opportunity:
+        opts?.includeOpportunity && this._opportunity
+          ? this._opportunity.toJson()
+          : undefined,
+      createdBy:
+        opts?.includeCreatedBy && this._createdBy
+          ? this._createdBy.toJson()
+          : undefined,
+      createdAt: this.createdAt,
+      updatedAt: this.updatedAt,
+    };
+  }
+}