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HoloPanio d7b374f8ab feat: sales activities, forecast products, catalog categories, member cache, procurement filters, and comprehensive tests

New features:
- ActivityController and manager for CW sales activities (CRUD)
- ForecastProductController for opportunity forecast/product lines
- CW member cache with dual-layer (in-memory + Redis) resolution
- Catalog category/subcategory/ecosystem taxonomy module
- Quote statuses type definitions with CW mapping
- User-defined fields (UDF) module with cache and event refresh
- Company sites CW module with serialization
- Procurement manager filters (category, ecosystem, manufacturer, price, stock)
- Opportunity notes CRUD and product line management via CW API
- Opportunity type definitions endpoint

Updates:
- OpportunityController: CW refresh, company hydration, activities, custom fields
- UserController: cwIdentifier field for CW member linking
- CatalogItemController: category/subcategory fields from CW
- PermissionNodes: sales note/product CRUD nodes, subCategories, collectPermissions
- API routes: procurement categories/filters, sales notes/products, opportunity types
- Global events: UDF and member refresh intervals on startup

Tests (414 passing):
- ActivityController, ForecastProductController, OpportunityController unit tests
- UserController cwIdentifier tests
- catalogCategories, companySites, memberCache, procurement module tests
- activityTypes, opportunityTypes, quoteStatuses type tests
- permissionNodes subCategories and getAllPermissionNodes tests
- Updated test setup with redis mock, API method mocks, and builder helpers

2026-03-01 13:19:00 -06:00

3.3 KiB

Raw Blame History

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

3.3 KiB Raw Blame History

Cat/SubCat/Bucket

Ecosystems vs Categories

Ecosystem Tree

Category Tree

3.3 KiB

Raw Blame History