Reorganize by vertical with intent/commitment sub-tabs
- Main tabs: Dashboard | Engagements | Retail | Mortgage | Rental | Service | Subscription | Vendor (one per enabled vertical) - PipelineVerticalSection: sub-ta...
Implement SETTINGS_UI_ENHANCEMENT_PLAN remaining items
- Undo toast: add to SuspiciousManager (bulk dismiss), AccessBlockManager (delete entry), AutomationStreams (remove stream) - Search highlighting: add searchTer...
Implement all remaining SETTINGS_UI_ENHANCEMENT_PLAN items
- DomainManager: add SettingsSectionHeader - APIManager: full implementation (API keys, create/revoke, last used, undo toast) - AvatarManager: drag-and-drop zon...
Complete SETTINGS_UI_ENHANCEMENT_PLAN Phases 4-5
- LabelManager: CommerceSkeleton loading, SettingsSectionHeader - RelationshipManager: EmptyState, ConfirmationDialog for remove, caution delete styling - Autom...
Complete Phase 4 & 5 - Account, Security, SettingsFormControls
Account pages: - BillingManager: EmptyState, SettingsSectionHeader, SettingsTextField - StatsManager: SettingsSectionHeader - FeaturesManager: SettingsSectionHe...
Phase 4 & 5 - section headers, skeleton, empty state, member polish
Phase 4 - Essential pages: - Add SettingsSectionHeader to SettingsFormControls - JobTitleManager, DepartmentManager, SecurityRoleManager: use CommerceSkeleton ...
Implement SETTINGS_UI_ENHANCEMENT_PLAN and fix build
Settings UI: - Add settingsTheme tokens, FeatureCard, SettingsFormControls - SettingsStatusWindow: search, recently visited, feature-aware filtering - SettingsV...
Dashboard engagement metrics, server-side order filters, posApi imageUrl, print invoice
Server-side order filtering (status, dateFrom, dateTo), CommerceService overload
Add mock data for rental assets, vendors, subscription plans, purchase requests
- loadMockRentalData: 4 rental assets (RVs, equipment) - loadMockVendorData: 4 vendors - loadMockSubscriptionData: 3 plans (Basic, Pro, Enterprise) - loadMockPr...
Implement enterprise plan - pipeline tabs, settings, detail pages, order tracking
- Replace RENTAL/SERVICE/SUBSCRIPTION placeholders with real tabs: PipelineBookingsTab, PipelineWorkOrdersTab, PipelineAgreementsTab - Add PROCUREMENT tab with ...
Returns, fulfillment PATCH, accounts endpoints
- POST /pos/orders/{id}/returns - create order return - PATCH /pos/returns/{id}/status - update return status (APPROVED/REJECTED) - PATCH /pos/fulfillments/{id}...
Returns workflow, fulfillment status, accounts lookup
- posApi: createOrderReturn, updateReturnStatus, updateFulfillmentStatus, getAccounts - Order detail: Request Return dialog, returns list with Approve/Reject - ...
Add customer/purchaser selection to order create and edit
- Add purchaserUid to posApi createOrder and updateOrder - Order create form: optional Customer Account ID field - Order edit dialog: optional purchaser field -...
Rental assets CRUD endpoints
- GET/POST/PATCH/DELETE /api/security/pos/rental-assets
Phase 1-3 foundation - RETAIL, MORTGAGE, RENTAL assets
Phase 1 RETAIL: - CommitmentContextType.SALE, processOrderPaid: Commitment, Transaction, InventoryAllocation, FulfillmentOrder - checkInventoryForOrder on creat...
Phase 1–2 implementation, order/app UI, rental foundation
- Order detail: Payment history and Fulfillments sections when PAID - Application detail: Approve button (SUBMITTED→APPROVED), commitment display - posApi: Orde...
Use AG Grid and flex-fill layout for pipeline and POS datagrids
- PipelineEngagementsTab, PipelineOrdersTab, PipelineApplicationsTab: flex-fill height for AgGrid - PipelineProductsTab: convert from MUI Table to AgGrid with p...
Date range filter, placeholder pages, dashboard/engagement UX
- Engagements tab: dateFrom/dateTo filter, engagement count, context-aware empty states - Placeholder pages: service, bookings, agreements, procurement (coming ...
Add ordering (createdAt DESC) and date range filter
- EngagementRepository: OrderByDateCreatedDesc on all find methods - CommerceService: dateFrom/dateTo params, in-memory date filter - Engagements API now suppor...
Use getDisplayName for domain, support WORK_ORDER/VENDOR_ORDER link labels
- Engagement detail: show friendly domain label (Retail vs RETAIL) - Engagements tab: domain column uses getDisplayName - Add link labels for WORK_ORDER, VENDOR...
Add EngagementDomainTypeConverter for VENDOR→SERVICE, no manual SQL
- JPA AttributeConverter maps legacy VENDOR to SERVICE when reading from DB - Applied to Engagement.domain and OrgPOSConfig.enabledDomains - Removes need for ma...
Add engagement endpoints GET /engagements and GET /engagements/{id}
Add Engagements tab, detail page, and dashboard integration
- posApi: add Engagement types, getEngagements, getEngagementById - posDomainLabels: add getEngagementStatusLabel - PipelineEngagementsTab: AG Grid with domain/...
Finish remaining plan items – low-stock warning, date filters, plan checkboxes
- Order Create: low-stock warning when adding product with trackInventory - Orders tab: date range filter (last 7 days, last 30 days) - Applications tab: date r...
Phase 4–5 – Dashboard reporting, error handling, a11y
Phase 4 – Dashboard & reporting: - Revenue by period (week, month, quarter) - Order count by status (DRAFT, AUTHORIZED, PAID, CANCELLED, REFUNDED) - Application...
Align Pipeline and Settings UI with commerce backend
- Update order status colors to match backend (DRAFT, AUTHORIZED, PAID, CANCELLED, REFUNDED) - Update application status colors (DRAFT, SUBMITTED, EXPIRED, CANC...
Replace pos beans with commerce package
- Add commerce package (Order, Intent, Offering, InventoryItem, InventoryPool, etc.) - Add CommerceService replacing POSService, RetailProductService, RetailInv...
Full-page views, AG Grid, domain support, create screens
- Add getMortgageApplication(id) to posApi - Replace Orders tab: MUI Table -> AG Grid, row click -> /pipeline/orders/[id] - Replace Applications tab: cards -> A...
Enterprise validation in POSService
- createRetailOrder: null check on request - createLineItem: null check, quantity > 0, unitPrice >= 0 validation
Enterprise-grade POS UI and API
- posApi: POSApiError class, fetchWithError, structured error handling - useToast + POSToast: centralized snackbar for success/error feedback - posUtils: format...
POS domain config, retail order line items, dynamic pipeline tabs
- Add getPOSConfig/updatePOSConfig to posApi, posDomainLabels utility - Extend createOrder with lineItems, add getOrder, RetailOrderLineItem type - PipelineOrde...
Add POS controllers for retail products, inventory, and orders
- RetailProductController: CRUD for products - RetailInventoryController: inventory stock management - POSController: orders and mortgage applications
Add POS/inventory domain entities, DTOs, repos and services
- Add POS beans (retail, rental, mortgage, subscription, vendor) - Add RetailProduct, RetailInventoryStock, RetailOrder, MortgageApp DTOs - Add RetailProductSer...
Populate vendorProduct relationship when fetching leads
Update getLeadsByOrganizationId() to populate the @Transient vendorProduct field for each lead that has a vendorProductId. This ensures the vendor and product d...
Improve lead grid with base30 IDs, raven icon, All Markets tab, and Market column
- Add toBase30() function for consistent ID representation across LeadManager and DocManager - Fix Grim status icon in tabs to use raven.ico (matching the datag...
Add status, subStatus, source, and dateCreated fields
- Added status, subStatus, source, dateCreated, and isActive fields to Lead entity - Updated LeadDTO with frontend-compatible fields (status, subStatus, source,...
Refactor Lead assignment from String to Employee reference
- Changed Lead.assignedUser (String) to Lead.assignedEmployee (Employee) - Added LeadAssignment entity to track assignment history - Added LeadAssignmentType en...
Add HTTP to HTTPS redirect middleware and IngressRoute
- Create redirect-to-https middleware for permanent redirects - Add catch-all IngressRoute on web entrypoint to redirect all kamocrm.com domains to HTTPS - Fixe...
Add automatic *** secret creation
- Create *** secret on both k1m1 and k2m1 - Secret contains MINIO_CURRENT_HOST pointing to k0m1 MinIO instance (http://10.8.0.1:9000) - Fixes kamowssecurity-dep...
Convert Add Lead button to tab and implement data persistence
Move Add Lead button to filter row and convert to popup dialog
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