Handle optional effectiveDate and processedAt in DateTimeDisplay
Type error: string | undefined not assignable to string | number | Date. Add null checks before passing to DateTimeDisplay, show em-dash when absent.
Align Commerce submenu with actual Commerce page tabs
- Rename Domain Configuration to Engagement Types - Add Rental Assets, Vendors, Subscription Plans - Update tab param to engagement-types for consistency - Labe...
Datagrid column sizing + DateTimeDisplay for all dates
- Datagrids: columns fill width with flex/minWidth/maxWidth; one flex column per grid - All pipeline grids use DateTimeDisplay for date columns (agDateColumnFil...
Advanced datagrids fill 100% of content area
- SettingsView: tab content wrapper overflow hidden, motion.div flex chain so tab content gets bounded height and grids can expand. - PipelineRentalAssetsTab:...
Use string IDs for pipeline detail APIs (JS safe integer)
- posApi: getOrder, getMortgageApplication, getEngagementById, getBooking accept number | string, URL uses String(id) - Detail pages: pass route id (string) to ...
Fix detail back links and document detail pages
- **************** row-click uses uid ?? id (or id ?? uid) for navigation - Detail and NotFound back links: retail, mortgage, rental, service, subscription, pro...
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...
Restore form controls on settings member tabs - fix flex layout collapse
- TabPanel: keep overflow-y auto for scroll, use overflowX hidden - SettingsView: move scroll to parent Box, motion.div uses display block to size to content - ...
Restore vertical scrollbar and fix collapsed panes on settings pages
- TabPanel: change overflow from hidden to auto for tab content scrolling - SettingsView: enable overflow-y auto on tab content Box and motion.div - ProfileTab:...
Force light mode - prevent OS/browser dark mode from affecting site
- Add force-light-mode-styles.ts with override rules - Inject override in DynamicMetaLoader after external theme CSS loads - Add server-rendered fallback style ...
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
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
Dashboard engagement metrics, server-side order filters, posApi imageUrl, print invoice
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 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 -...
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...
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 ...
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 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...
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...
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