Add CommerceMarketManager and update POS settings to Markets & Fields
Add frontend API proxy routes and client for commerce markets system
Modify getPOSConfig to include commerce markets and derive enabled types
Add CommerceMarketService with full CRUD for markets, categories, and vendors
Add DTOs for commerce markets, vendor categories, and market vendors
Add repositories for commerce markets, vendor categories, and market vendors
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...
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