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 default currency support and update currency handling in Revenue component
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
Reorganize lead creation form into elegant two-column layout
- Split form fields into two columns: contact/personal info (left) and lead/business info (right) - Add visual separation with semi-transparent backgrounds, bor...
Redesign lead creation form with complete name fields, proper dropdown sizing, country field, and improved phone layout
Enhance lead creation form with modern UI, validation, error handling, and improved UX
Add phone extension support to CreateLeadRequest, UpdateLeadRequest, and LeadDTO
Add LeadProspectType, vendor/product, bestContactTime, phone extension/isText, and residential mortgage fields to lead creation form
Add salesSubType field to LeadMarketDTO for mortgage field detection
- Added salesSubType field to distinguish between parent SaleType and sub-types - When SaleType has a parent (e.g., RESIDENTIAL_MORTGAGE), salesType becomes the...
Add missing Next.js API routes for leads endpoints
- Added /api/security/leads route for GET (all leads) and POST (create lead) - Added /api/security/leads/[id] route for GET, PUT, DELETE operations - Added ****...
Add backend validation for required fields in lead imports
- Add validateRequiredFields method to check required fields before import - Validate email, firstName, and lastName are present - Validate mortgage-specific fi...
Add validation for required fields in lead imports
- Mark email, firstName, and lastName as required fields in leadFields.ts - Add validation in handleStartImport to check all required fields are mapped - Add va...
Refactor LeadImportController to use LeadService.createLead
- Replace manual field mapping with LeadService.createLead for consistency - Add mapRowDataToCreateLeadRequest to convert import mappings to CreateLeadRequest -...
Add dynamic field mapping for lead imports based on market configuration
- Update leadFields.ts to include mortgage fields and getAllSystemFields function - Add MORTGAGE_FIELDS array with all LeadClaimMortgage fields - Update LeadMan...
Remove all mock data and make leads system production-ready
- Remove all mock data generation from leadsApi.ts (mockStore, ensureMock, faker.js) - Remove withMock wrapper function and all fallback logic - Remove generate...
Add LeadController with CRUD endpoints and market config
- Add LeadController with GET, POST, PUT, DELETE endpoints - Add endpoint to get market configuration for a lead - Fix LeadImportController to use saveLead meth...
Add market-based lead fields and custom form data support
- Add marketId field to Lead entity - Create LeadCustomFormData entity with JSONB column for custom form data - Add LeadCustomFormDataRepository - Update LeadDT...
Add 40s color pulse animation from primary to secondary colors
Add red honeycomb pulses - 2 out of 8 glow red instead of green
Change discount to 30% off for 3 months, make honeycomb animations more conservative
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