Files
optima/src/modules/cache/opportunityCache.ts
T

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TypeScript

/**
* @module opportunityCache
*
* Redis-backed cache for expensive ConnectWise API data associated
* with opportunities.
*
* ## What is cached
*
* Each non-closed opportunity may have two cached payloads keyed by
* its `cwOpportunityId`:
*
* - **Activities** (`opp:activities:{cwOpportunityId}`) — the raw
* `CWActivity[]` array fetched from `activityCw.fetchByOpportunity()`.
* - **Company CW data** (`opp:company-cw:{cw_CompanyId}`) — the hydrated
* company / contacts blob set by `CompanyController.hydrateCwData()`.
* - **Notes** (`opp:notes:{cwOpportunityId}`) — raw CW notes array.
* - **Contacts** (`opp:contacts:{cwOpportunityId}`) — raw CW contacts array.
* - **Products** (`opp:products:{cwOpportunityId}`) — raw CW forecast +
* procurement products blob.
*
* TTLs are computed dynamically via {@link computeCacheTTL} so hot
* opportunities refresh every 30 s while stale ones live for 15 min.
*
* ## Background refresh
*
* {@link refreshOpportunityCache} is designed to be called on a
* 30-second interval from `src/index.ts`. It scans all non-closed
* DB opportunities, checks which cache keys have expired, and
* re-fetches only those from ConnectWise.
*/
import { prisma, redis } from "../../constants";
import { activityCw } from "../cw-utils/activities/activities";
import { computeCacheTTL } from "../algorithms/computeCacheTTL";
import { computeSubResourceCacheTTL } from "../algorithms/computeSubResourceCacheTTL";
import {
computeProductsCacheTTL,
PRODUCTS_TTL_HOT,
} from "../algorithms/computeProductsCacheTTL";
import { connectWiseApi } from "../../constants";
import { fetchCwCompanyById } from "../cw-utils/fetchCompany";
import { fetchCompanySite } from "../cw-utils/sites/companySites";
import { opportunityCw } from "../cw-utils/opportunities/opportunities";
import { withCwRetry } from "../cw-utils/withCwRetry";
import { events } from "../globalEvents";
// ---------------------------------------------------------------------------
// Key helpers
// ---------------------------------------------------------------------------
const ACTIVITY_PREFIX = "opp:activities:";
const COMPANY_CW_PREFIX = "opp:company-cw:";
const NOTES_PREFIX = "opp:notes:";
const CONTACTS_PREFIX = "opp:contacts:";
const PRODUCTS_PREFIX = "opp:products:";
const SITE_PREFIX = "opp:site:";
const OPP_CW_PREFIX = "opp:cw-data:";
/** Redis key for cached activities by CW opportunity ID. */
export const activityCacheKey = (cwOppId: number) =>
`${ACTIVITY_PREFIX}${cwOppId}`;
/** Redis key for cached company CW hydration data by CW company ID. */
export const companyCwCacheKey = (cwCompanyId: number) =>
`${COMPANY_CW_PREFIX}${cwCompanyId}`;
/** Redis key for cached opportunity notes by CW opportunity ID. */
export const notesCacheKey = (cwOppId: number) => `${NOTES_PREFIX}${cwOppId}`;
/** Redis key for cached opportunity contacts by CW opportunity ID. */
export const contactsCacheKey = (cwOppId: number) =>
`${CONTACTS_PREFIX}${cwOppId}`;
/** Redis key for cached opportunity products by CW opportunity ID. */
export const productsCacheKey = (cwOppId: number) =>
`${PRODUCTS_PREFIX}${cwOppId}`;
/** Redis key for cached company site by CW company ID + site ID. */
export const siteCacheKey = (cwCompanyId: number, cwSiteId: number) =>
`${SITE_PREFIX}${cwCompanyId}:${cwSiteId}`;
/** Redis key for cached CW opportunity response by CW opportunity ID. */
export const oppCwDataCacheKey = (cwOppId: number) =>
`${OPP_CW_PREFIX}${cwOppId}`;
// ---------------------------------------------------------------------------
// Read helpers
// ---------------------------------------------------------------------------
/**
* Retrieve cached CW activities for an opportunity.
*
* @returns The parsed `CWActivity[]` or `null` on cache miss.
*/
export async function getCachedActivities(
cwOpportunityId: number,
): Promise<any[] | null> {
const raw = await redis.get(activityCacheKey(cwOpportunityId));
if (!raw) return null;
try {
return JSON.parse(raw);
} catch {
return null;
}
}
/**
* Retrieve cached company CW hydration data.
*
* @returns `{ company, defaultContact, allContacts }` or `null` on cache miss.
*/
export async function getCachedCompanyCwData(
cwCompanyId: number,
): Promise<{ company: any; defaultContact: any; allContacts: any[] } | null> {
const raw = await redis.get(companyCwCacheKey(cwCompanyId));
if (!raw) return null;
try {
return JSON.parse(raw);
} catch {
return null;
}
}
/**
* Retrieve cached opportunity notes (raw CW data).
*
* @returns The parsed raw CW notes array or `null` on cache miss.
*/
export async function getCachedNotes(
cwOpportunityId: number,
): Promise<any[] | null> {
const raw = await redis.get(notesCacheKey(cwOpportunityId));
if (!raw) return null;
try {
return JSON.parse(raw);
} catch {
return null;
}
}
/**
* Retrieve cached opportunity contacts (raw CW data).
*
* @returns The parsed raw CW contacts array or `null` on cache miss.
*/
export async function getCachedContacts(
cwOpportunityId: number,
): Promise<any[] | null> {
const raw = await redis.get(contactsCacheKey(cwOpportunityId));
if (!raw) return null;
try {
return JSON.parse(raw);
} catch {
return null;
}
}
/**
* Retrieve cached opportunity products (raw CW forecast + procurement blob).
*
* @returns `{ forecast, procProducts }` or `null` on cache miss.
*/
export async function getCachedProducts(
cwOpportunityId: number,
): Promise<{ forecast: any; procProducts: any[] } | null> {
const raw = await redis.get(productsCacheKey(cwOpportunityId));
if (!raw) return null;
try {
return JSON.parse(raw);
} catch {
return null;
}
}
/**
* Retrieve cached CW site data for a company/site pair.
*
* @returns Parsed site data or `null` on cache miss.
*/
export async function getCachedSite(
cwCompanyId: number,
cwSiteId: number,
): Promise<any | null> {
const raw = await redis.get(siteCacheKey(cwCompanyId, cwSiteId));
if (!raw) return null;
try {
return JSON.parse(raw);
} catch {
return null;
}
}
/**
* Retrieve cached CW opportunity response data.
*
* @returns Parsed CW opportunity object or `null` on cache miss.
*/
export async function getCachedOppCwData(
cwOpportunityId: number,
): Promise<any | null> {
const raw = await redis.get(oppCwDataCacheKey(cwOpportunityId));
if (!raw) return null;
try {
return JSON.parse(raw);
} catch {
return null;
}
}
// ---------------------------------------------------------------------------
// Helpers
// ---------------------------------------------------------------------------
/** Check whether an error is an Axios 404 (resource not found in CW). */
function isNotFoundError(err: unknown): boolean {
if (typeof err !== "object" || err === null) return false;
const e = err as Record<string, any>;
return e.isAxiosError === true && e.response?.status === 404;
}
/**
* Check whether an error is a transient network / timeout error.
*
* These are safe to swallow in background refresh tasks — CW will be
* retried on the next refresh cycle. Logs a concise one-line warning
* instead of dumping the full Axios error object.
*/
function isTransientError(err: unknown): boolean {
if (typeof err !== "object" || err === null) return false;
const e = err as Record<string, any>;
if (!e.isAxiosError) return false;
const code = e.code as string | undefined;
return (
code === "ECONNABORTED" ||
code === "ECONNREFUSED" ||
code === "ECONNRESET" ||
code === "ETIMEDOUT" ||
code === "ERR_NETWORK" ||
code === "ENETUNREACH" ||
code === "ERR_BAD_RESPONSE"
);
}
/** Build a concise error description for logging (avoids dumping entire Axios objects). */
function describeError(err: unknown): string {
if (typeof err !== "object" || err === null) return String(err);
const e = err as Record<string, any>;
if (e.isAxiosError) {
const method = (e.config?.method ?? "?").toUpperCase();
const url = e.config?.url ?? "unknown";
const code = e.code ?? "";
const status = e.response?.status ?? "";
return `${method} ${url}${code || `HTTP ${status}`} (${e.message})`;
}
return e.message ?? String(err);
}
/**
* When true, transient-error warnings inside fetchAndCache* are suppressed.
* Used during background refresh to avoid flooding the terminal — the
* refresh function prints a single summary line instead.
*/
let _suppressTransientWarnings = false;
// ---------------------------------------------------------------------------
// Write helpers
// ---------------------------------------------------------------------------
/**
* Fetch activities from CW and cache them with the appropriate TTL.
*
* Returns an empty array if CW responds with 404 (opportunity doesn't
* exist or was deleted upstream).
*
* @returns The raw `CWActivity[]` collection (as plain array).
*/
export async function fetchAndCacheActivities(
cwOpportunityId: number,
ttlMs: number,
): Promise<any[]> {
try {
// Use the direct (single-call) variant to avoid the extra count request
const arr = await activityCw.fetchByOpportunityDirect(cwOpportunityId);
await redis.set(
activityCacheKey(cwOpportunityId),
JSON.stringify(arr),
"PX",
ttlMs,
);
return arr;
} catch (err) {
if (isNotFoundError(err)) return [];
if (isTransientError(err)) {
console.warn(
`[cache] activities opp#${cwOpportunityId}: ${describeError(err)}`,
);
return [];
}
throw err;
}
}
/**
* Fetch company CW data (company, contacts) and cache with the given TTL.
*
* @returns The hydration blob or `null` if the company doesn't exist in CW.
*/
export async function fetchAndCacheCompanyCwData(
cwCompanyId: number,
ttlMs: number,
): Promise<{ company: any; defaultContact: any; allContacts: any[] } | null> {
try {
// Fetch company and all-contacts in parallel — the allContacts URL
// can be constructed directly without the company response.
const [cwCompany, allContactsData] = await Promise.all([
fetchCwCompanyById(cwCompanyId),
withCwRetry(
() =>
connectWiseApi.get(
`/company/companies/${cwCompanyId}/contacts?pageSize=1000`,
),
{ label: `company#${cwCompanyId}/allContacts` },
),
]);
if (!cwCompany) return null;
// Default contact: derive from allContacts instead of making an
// extra serial CW call. The company object carries the default
// contact's ID, so we can pull it from the list we already fetched.
const defaultContactId = cwCompany.defaultContact?.id;
const defaultContactData = defaultContactId
? ((allContactsData.data as any[]).find(
(c: any) => c.id === defaultContactId,
) ?? null)
: null;
const blob = {
company: cwCompany,
defaultContact: defaultContactData,
allContacts: allContactsData.data,
};
await redis.set(
companyCwCacheKey(cwCompanyId),
JSON.stringify(blob),
"PX",
ttlMs,
);
return blob;
} catch (err) {
if (isNotFoundError(err)) return null;
if (isTransientError(err)) {
console.warn(`[cache] company#${cwCompanyId}: ${describeError(err)}`);
return null;
}
throw err;
}
}
/**
* Fetch opportunity notes from CW and cache the raw response.
*
* Returns an empty array if CW responds with 404.
*
* @returns The raw CW notes array.
*/
export async function fetchAndCacheNotes(
cwOpportunityId: number,
ttlMs: number,
): Promise<any[]> {
try {
const notes = await opportunityCw.fetchNotes(cwOpportunityId);
await redis.set(
notesCacheKey(cwOpportunityId),
JSON.stringify(notes),
"PX",
ttlMs,
);
return notes;
} catch (err) {
if (isNotFoundError(err)) return [];
if (isTransientError(err)) {
console.warn(
`[cache] notes opp#${cwOpportunityId}: ${describeError(err)}`,
);
return [];
}
throw err;
}
}
/**
* Fetch opportunity contacts from CW and cache the raw response.
*
* Returns an empty array if CW responds with 404.
*
* @returns The raw CW contacts array.
*/
export async function fetchAndCacheContacts(
cwOpportunityId: number,
ttlMs: number,
): Promise<any[]> {
try {
const contacts = await opportunityCw.fetchContacts(cwOpportunityId);
await redis.set(
contactsCacheKey(cwOpportunityId),
JSON.stringify(contacts),
"PX",
ttlMs,
);
return contacts;
} catch (err) {
if (isNotFoundError(err)) return [];
if (isTransientError(err)) {
console.warn(
`[cache] contacts opp#${cwOpportunityId}: ${describeError(err)}`,
);
return [];
}
throw err;
}
}
/**
* Invalidate cached notes for an opportunity.
*
* Call this after any note mutation (create, update, delete) so the
* next read refreshes from ConnectWise.
*/
export async function invalidateNotesCache(
cwOpportunityId: number,
): Promise<void> {
await redis.del(notesCacheKey(cwOpportunityId));
}
/**
* Invalidate cached contacts for an opportunity.
*
* Call this after any contact mutation so the next read refreshes
* from ConnectWise.
*/
export async function invalidateContactsCache(
cwOpportunityId: number,
): Promise<void> {
await redis.del(contactsCacheKey(cwOpportunityId));
}
/**
* Fetch opportunity products (forecast + procurement) from CW and cache.
*
* Stores both the forecast response and procurement products together
* so that `fetchProducts()` can reconstruct ForecastProductControllers
* from a single cache hit.
*
* @returns `{ forecast, procProducts }` blob.
*/
export async function fetchAndCacheProducts(
cwOpportunityId: number,
ttlMs: number,
): Promise<{ forecast: any; procProducts: any[] }> {
try {
const [forecast, procProducts] = await Promise.all([
opportunityCw.fetchProducts(cwOpportunityId),
opportunityCw.fetchProcurementProducts(cwOpportunityId),
]);
const blob = { forecast, procProducts };
await redis.set(
productsCacheKey(cwOpportunityId),
JSON.stringify(blob),
"PX",
ttlMs,
);
return blob;
} catch (err) {
if (isNotFoundError(err))
return { forecast: { forecastItems: [] }, procProducts: [] };
if (isTransientError(err)) {
console.warn(
`[cache] products opp#${cwOpportunityId}: ${describeError(err)}`,
);
return { forecast: { forecastItems: [] }, procProducts: [] };
}
throw err;
}
}
/**
* Invalidate cached products for an opportunity.
*
* Call this after any product mutation (add, update, resequence) so the
* next read refreshes from ConnectWise.
*/
export async function invalidateProductsCache(
cwOpportunityId: number,
): Promise<void> {
await redis.del(productsCacheKey(cwOpportunityId));
}
/**
* Site TTL — 20 minutes. Site/address data rarely changes so we cache
* aggressively. The background refresh does NOT proactively warm site keys;
* they are populated lazily on the first detail-view request.
*/
const SITE_TTL_MS = 1_200_000;
/**
* Fetch a CW company site from ConnectWise and cache the result.
*
* @returns The raw CW site object.
*/
export async function fetchAndCacheSite(
cwCompanyId: number,
cwSiteId: number,
): Promise<any> {
try {
const site = await fetchCompanySite(cwCompanyId, cwSiteId);
await redis.set(
siteCacheKey(cwCompanyId, cwSiteId),
JSON.stringify(site),
"PX",
SITE_TTL_MS,
);
return site;
} catch (err) {
if (isNotFoundError(err)) return null;
if (isTransientError(err)) {
console.warn(
`[cache] site company#${cwCompanyId}/site#${cwSiteId}: ${describeError(err)}`,
);
return null;
}
throw err;
}
}
/**
* Fetch the raw CW opportunity response from ConnectWise and cache it.
*
* Used by `fetchItem()` in the manager to avoid a CW roundtrip when
* the detail view is reloaded within the cache TTL window.
*
* @param cwOpportunityId - The CW opportunity ID
* @param ttlMs - Cache TTL in milliseconds
* @returns The raw CW opportunity response object.
*/
export async function fetchAndCacheOppCwData(
cwOpportunityId: number,
ttlMs: number,
): Promise<any> {
try {
const cwData = await opportunityCw.fetch(cwOpportunityId);
await redis.set(
oppCwDataCacheKey(cwOpportunityId),
JSON.stringify(cwData),
"PX",
ttlMs,
);
return cwData;
} catch (err) {
if (isNotFoundError(err)) return null;
if (isTransientError(err)) {
console.warn(`[cache] opp#${cwOpportunityId}: ${describeError(err)}`);
return null;
}
throw err;
}
}
// ---------------------------------------------------------------------------
// Background refresh
// ---------------------------------------------------------------------------
/**
* Refresh the opportunity cache.
*
* Scans all non-closed opportunities in the database, computes a TTL for each,
* checks whether the cache key still exists, and re-fetches from ConnectWise
* only for entries that have expired.
*
* Designed to be called every **30 seconds** from the process entry point.
*/
export async function refreshOpportunityCache(): Promise<void> {
// Include non-closed AND recently-closed (within 30 days) opportunities
const thirtyDaysAgo = new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
const opportunities = await prisma.opportunity.findMany({
where: {
OR: [
{ closedFlag: false },
{ closedFlag: true, closedDate: { gte: thirtyDaysAgo } },
],
},
select: {
cwOpportunityId: true,
closedFlag: true,
closedDate: true,
expectedCloseDate: true,
cwLastUpdated: true,
statusCwId: true,
company: { select: { cw_CompanyId: true } },
},
orderBy: { cwLastUpdated: "desc" },
});
events.emit("cache:opportunities:refresh:started", {
totalOpportunities: opportunities.length,
});
let activitiesRefreshed = 0;
let companiesRefreshed = 0;
let notesRefreshed = 0;
let contactsRefreshed = 0;
let productsRefreshed = 0;
let oppCwDataRefreshed = 0;
let skipped = 0;
// Batch-check which keys already exist via a single pipeline
// (5 EXISTS per opportunity: oppCwData, activities, notes, contacts, products).
const pipeline = redis.pipeline();
for (const opp of opportunities) {
pipeline.exists(oppCwDataCacheKey(opp.cwOpportunityId));
pipeline.exists(activityCacheKey(opp.cwOpportunityId));
pipeline.exists(notesCacheKey(opp.cwOpportunityId));
pipeline.exists(contactsCacheKey(opp.cwOpportunityId));
pipeline.exists(productsCacheKey(opp.cwOpportunityId));
}
const existsResults = await pipeline.exec();
const refreshTasks: (() => Promise<void>)[] = [];
for (let i = 0; i < opportunities.length; i++) {
const opp = opportunities[i]!;
const cacheTTLInput = {
closedFlag: opp.closedFlag,
closedDate: opp.closedDate,
expectedCloseDate: opp.expectedCloseDate,
lastUpdated: opp.cwLastUpdated,
};
const ttl = computeCacheTTL(cacheTTLInput);
const subTTL = computeSubResourceCacheTTL(cacheTTLInput);
const productsTTL = computeProductsCacheTTL({
...cacheTTLInput,
statusCwId: opp.statusCwId,
});
// Skip closed (ttl === null) — should not happen because of the query filter,
// but guard anyway.
if (ttl === null) {
skipped++;
continue;
}
// existsResults entries are [error, result] tuples
// Pipeline order per opportunity: oppCwData, activities, notes, contacts, products
const baseIdx = i * 5;
const oppCwDataExists = existsResults?.[baseIdx]?.[1] === 1;
const activityExists = existsResults?.[baseIdx + 1]?.[1] === 1;
const notesExist = existsResults?.[baseIdx + 2]?.[1] === 1;
const contactsExist = existsResults?.[baseIdx + 3]?.[1] === 1;
const productsExist = existsResults?.[baseIdx + 4]?.[1] === 1;
// Proactively cache the CW opportunity response itself
if (!oppCwDataExists) {
refreshTasks.push(() =>
fetchAndCacheOppCwData(opp.cwOpportunityId, ttl).then(() => {
oppCwDataRefreshed++;
}),
);
}
if (!activityExists) {
refreshTasks.push(() =>
fetchAndCacheActivities(opp.cwOpportunityId, ttl).then(() => {
activitiesRefreshed++;
}),
);
}
// Refresh notes/contacts if sub-resource TTL applies and key is missing
if (subTTL !== null) {
if (!notesExist) {
refreshTasks.push(() =>
fetchAndCacheNotes(opp.cwOpportunityId, subTTL).then(() => {
notesRefreshed++;
}),
);
}
if (!contactsExist) {
refreshTasks.push(() =>
fetchAndCacheContacts(opp.cwOpportunityId, subTTL).then(() => {
contactsRefreshed++;
}),
);
}
}
// Proactively refresh products only for hot opps (updated within 3 days).
// 30-minute lazy-cached products are filled on-demand by the endpoint
// and do not need background refresh.
if (productsTTL === PRODUCTS_TTL_HOT && !productsExist) {
refreshTasks.push(() =>
fetchAndCacheProducts(opp.cwOpportunityId, productsTTL).then(() => {
productsRefreshed++;
}),
);
}
// Also refresh company CW data if the key is missing
if (opp.company?.cw_CompanyId) {
const cwCompanyId = opp.company.cw_CompanyId;
refreshTasks.push(async () => {
const companyExists = await redis.exists(
companyCwCacheKey(cwCompanyId),
);
if (!companyExists) {
await fetchAndCacheCompanyCwData(cwCompanyId, ttl);
companiesRefreshed++;
}
});
}
}
// Run refresh thunks with bounded concurrency and inter-batch delay.
// Each thunk is only invoked here — no requests fire until we call them.
// CW rate-limits aggressively so we keep this conservative.
const CONCURRENCY = 6;
const BATCH_DELAY_MS = 250;
let timeoutCount = 0;
for (let i = 0; i < refreshTasks.length; i += CONCURRENCY) {
const batch = refreshTasks.slice(i, i + CONCURRENCY);
const results = await Promise.allSettled(batch.map((fn) => fn()));
for (const r of results) {
if (r.status === "rejected") timeoutCount++;
}
// Small delay between batches to avoid overwhelming CW
if (i + CONCURRENCY < refreshTasks.length) {
await new Promise((resolve) => setTimeout(resolve, BATCH_DELAY_MS));
}
}
if (timeoutCount > 0) {
console.warn(
`[cache] refresh: ${timeoutCount} task(s) failed (likely CW timeouts) — will retry next cycle`,
);
}
events.emit("cache:opportunities:refresh:completed", {
totalOpportunities: opportunities.length,
activitiesRefreshed,
companiesRefreshed,
notesRefreshed,
contactsRefreshed,
productsRefreshed,
oppCwDataRefreshed,
skipped,
});
}