Files
optima/prisma/schema.prisma
T
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

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// This is your Prisma schema file,
// learn more about it in the docs: https://pris.ly/d/prisma-schema
// Looking for ways to speed up your queries, or scale easily with your serverless or edge functions?
// Try Prisma Accelerate: https://pris.ly/cli/accelerate-init
generator client {
provider = "prisma-client"
output = "../generated/prisma"
}
datasource db {
provider = "postgresql"
}
model Session {
id String @id @default(uuid())
sessionKey String @unique @default(cuid())
userId String
expires DateTime
refreshTokenGenerated Boolean @default(false)
refreshedAt DateTime?
invalidatedAt DateTime?
user User @relation(fields: [userId], references: [id], onDelete: Cascade)
}
model User {
id String @id @default(cuid())
roles Role[]
permissions String?
login String @unique
name String?
email String @unique
emailVerified DateTime?
image String?
cwIdentifier String?
userId String @unique
token String?
sessions Session[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model Role {
id String @id @default(uuid())
title String
moniker String @unique // e.g. admin, super_admin, moderator
permissions String
users User[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model UnifiSite {
id String @id @default(cuid())
name String
siteId String @unique
companyId String?
company Company? @relation(fields: [companyId], references: [id])
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model Company {
id String @id @default(cuid())
name String
cw_CompanyId Int @unique
cw_Identifier String @unique
credentials Credential[]
unifiSites UnifiSite[]
opportunities Opportunity[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model CatalogItem {
id String @id @default(cuid())
cwCatalogId Int @unique
identifier String? @unique
name String
description String?
customerDescription String?
internalNotes String?
linkedItems CatalogItem[] @relation("LinkedItems")
linkedTo CatalogItem[] @relation("LinkedItems")
category String?
categoryCwId Int?
subcategory String?
subcategoryCwId Int?
manufacturer String?
manufactureCwId Int?
partNumber String?
vendorName String?
vendorSku String?
vendorCwId Int?
price Float
cost Float
inactive Boolean @default(false)
salesTaxable Boolean @default(true)
onHand Int @default(0)
cwLastUpdated DateTime?
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model Opportunity {
id String @id @default(cuid())
cwOpportunityId Int @unique
name String
notes String?
// Stage / status / priority / type / rating stored as JSON references
// so we don't need separate lookup tables for CW enums
typeName String?
typeCwId Int?
stageName String?
stageCwId Int?
statusName String?
statusCwId Int?
priorityName String?
priorityCwId Int?
ratingName String?
ratingCwId Int?
source String?
campaignName String?
campaignCwId Int?
// Sales rep references
primarySalesRepName String?
primarySalesRepIdentifier String?
primarySalesRepCwId Int?
secondarySalesRepName String?
secondarySalesRepIdentifier String?
secondarySalesRepCwId Int?
// Company / contact / site
companyCwId Int?
companyName String?
contactCwId Int?
contactName String?
siteCwId Int?
siteName String?
customerPO String?
// Financials
totalSalesTax Float @default(0)
// Location / department
locationName String?
locationCwId Int?
departmentName String?
departmentCwId Int?
// Dates
expectedCloseDate DateTime?
pipelineChangeDate DateTime?
dateBecameLead DateTime?
closedDate DateTime?
closedFlag Boolean @default(false)
closedByName String?
closedByCwId Int?
// Internal relation to Company (optional, linked by cwCompanyId)
companyId String?
company Company? @relation(fields: [companyId], references: [id])
cwLastUpdated DateTime?
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model CredentialType {
id String @id @default(cuid())
name String @unique
permissionScope String
icon String?
fields Json
credentials Credential[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model SecureValue {
id String @id @default(cuid())
name String
content String // Encrypted content
hash String // Hash of the original content for integrity verification and Search
credentialId String
credential Credential @relation(fields: [credentialId], references: [id], onDelete: Cascade)
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}
model Credential {
id String @id @default(cuid())
name String
notes String?
subCredentialOfId String?
subCredentialOf Credential? @relation("SubCredentials", fields: [subCredentialOfId], references: [id], onDelete: Cascade)
subCredentials Credential[] @relation("SubCredentials")
typeId String
type CredentialType @relation(fields: [typeId], references: [id], onDelete: Cascade)
fields Json
companyId String
company Company @relation(fields: [companyId], references: [id], onDelete: Cascade)
securevalues SecureValue[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
}