KamoCRM

One Orders list across markets, and Mortgages, Personal Loans and Healthcare tabs

Featurekamo-internal
Shipped
November 7, 2026 at 9:47 PM UTC
Author
Kamo
Commit
939cf97

The account's Orders tab now lists every order of the general markets the organization runs — Retail orders, Service work orders and Subscription orders — in one list labelled with the organization's own market names, filterable by market. It says plainly when a market is hidden for lack of permission, or (Rental, Procurement) not yet tied to accounts. With no general market at all, the tab is not shown. Specialty markets get a tab each, only when the organization runs that market: - Mortgages: the Commerce Pipeline (TransactionPipelineTable) is now one component in two modes, like DocManager — the whole pipeline under Commerce, unchanged, or with accountUid only that account's deals and loans. New starts the loan on the account; the org-wide Board, HMDA and report links are left out. Snapshots are cached per scope so neither view overwrites the other. - Personal Loans: loans borrowed by the account's people. - Healthcare: the patient records filed under the account and, through their portal proxies, the patients they are authorized to see (a spouse, children). Add/remove a record from the tab. Back is smart everywhere a record opens from these tabs: each link carries ?back=, and the loan, order, work order, subscription, personal loan and patient pages return to the account tab it came from, or to Commerce / Patients when opened there.

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