Commit Graph

7 Commits

Author SHA1 Message Date
HoloPanio 5169107a04 feat(sales): enhance opportunity management and add CW integration 2026-03-07 18:16:14 -06:00
HoloPanio b735981b6b feat(sales): add quotes tab, PDF viewer, and opportunity sidebar enhancements 2026-03-06 23:49:27 -06:00
HoloPanio 762edd8eb7 feat(sales): update opportunity product and overview flows 2026-03-04 18:44:29 -06:00
HoloPanio e04a1ad746 Add special-order product flow and improve opportunity product sequencing 2026-03-04 00:11:36 -06:00
HoloPanio c628a78b27 feat: enhance opportunity detail and sales flow 2026-03-03 19:46:12 -06:00
HoloPanio 9145ea5ba4 feat(sales): cancellation awareness in forecast summary, productSequence ordering
- Show fully/partially cancelled products in forecast summary table
- Add cancellation KPI card with full/partial breakdown
- Fully cancelled rows: strikethrough + reduced opacity + red badge
- Partially cancelled rows: amber border + badge + effective/total qty
- Add productSequence prop to ProductsTab for custom ordering
- Fall back to CW sequenceNumber when no productSequence set
- Add productSequence field to SalesOpportunity interface
2026-03-01 18:02:46 -06:00
HoloPanio 4bec198db6 feat: sales opportunity detail, procurement filters, permission resilience
- Add sales opportunity detail page with tabs (overview, notes, contacts, products, forecasts, activity)
- Add sales note CRUD endpoints (create, update, delete) with server routes
- Add opportunity types, contacts, product sequencing, and refresh API methods
- Add AddProductModal component for catalog browsing
- Update procurement.fetchMany to accept CatalogItemFilters object
- Add procurement.fetchCategories and procurement.fetchFilters endpoints
- Add resilient permission check (no-token returns all-true with __checkFailed)
- Parallelize company detail data fetches for performance
- Remove stale console.log statements across modules
- Add comprehensive unit tests for all new API methods and permission edge cases
2026-03-01 13:08:58 -06:00