Null-safe API response handling + shared layout for sub pages
- posApi: add null checks for getOrder, getMortgageApplication, getEngagementById, getBooking, getProduct, getRentalAsset, getRentalRequest, getAgreement, g...
Use relative import for StatsManager to resolve module resolution in build
Add EmbNameFull.formatFull(), fix @Builder warnings, repo method renames
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...
Add SETTINGS_UI_ENHANCEMENT_PLAN for settings/configuration and slide-out nav preview
Replace formatFull() with formatEmbNameFull() - EmbNameFull has no formatFull method
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...
Pipeline datagrids collapsed, restructure to match leads layout
- SettingsView: tab content container now uses display:flex, overflow:hidden so flex chain passes height to grids (fixes collapsed grids in POS settings) - Pi...
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...
Enable commerce JPA repos for POSController/CommerceService
SecurityService POSController depends on CommerceService which uses engagement, order, intent, etc. repositories. These live in com.kamo.z.shared.commerce.* but...
Use Uid instead of Id for BaseEntity-derived relations
- FulfillmentOrderRepository: findBySourceCommitmentId -> findBySourceCommitmentUid (Commitment uses uid) - TransactionRepository: findByOrderId -> findByOrderU...
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/...
Complete remaining items (validation, product cache, status, recent items, focus); revert lazy load to fix build
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...
Switch DataLoader to CommerceService
- Use CommerceService instead of POSService, RetailProductService, RetailInventoryStockService - createProduct, createOrUpdateStock, createRetailOrder, createMo...
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