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...
Switch POS controllers to CommerceService
- POSController uses CommerceService instead of POSService - RetailProductController uses CommerceService instead of RetailProductService - RetailInventoryContr...
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...
Resolve Map type inference in POS controllers for CI compilation
- Use explicit Map<String, Object> in ResponseEntity Map.of() calls - Fixes 'incompatible types: inference variable V has incompatible bounds' when mixing DTO...
Add POS controllers for retail products, inventory, and orders
- RetailProductController: CRUD for products - RetailInventoryController: inventory stock management - POSController: orders and mortgage applications
DataLoader IOException import and mock lead assignment FK errors
- Add missing java.io.IOException import for copyJavaEnumsToNextJS - Use saveLead instead of saveLeadWithAssignment for mock data to avoid lead_assignments FK...
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...
POS restructure: API via APIService, Settings for admin, Pipeline for users
- API proxy: POS requests forward to APIService (relays to SecurityService) - Settings: New POS System section under main settings + /settings/features/pos - PO...
Update Traefik routes: themes.* assets now only load from k1m1 minio instead of balancing across k0m1, k1m1, and k2m1
Stabilize connection line physics and mouse proximity
- Only apply mouse proximity force after mouse has moved (avoids 0,0 affecting lines on load) - Guard mouse position with Number.isFinite before use - Clamp con...
Unify section title underline and grid for lower sections
- Use var(--color-primary) for CRM, E-Mail, Phone section underlines - Use 3-column grid on lg for E-Mail and Phone (3 cards) for consistent layout
Fix market tabs, status by market, filter options, lead ID prefix L
- Market tab: filter by lead.marketId and vendorProductIds when a market is selected - Status/Sub Status: use availableStatuses for column filter options (marke...
Back button on view header, restore filters when returning from view
- HeaderBar: add Back to Lead Browser button (ArrowBack) in lead info header - LeadManager: persist filters/tabs to sessionStorage before opening a lead - LeadM...
Switch to base28, remove 5 and S from alphabet
- Rename toBase30 to toBase28; use 28-char alphabet - Lead/doc formatters now use toBase28 internally
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