Control state
API defaults Write workflow locked
Defaults connected, stored read pending. Sensitive changes stay non-retroactive and require reason, version, and audit capture before writes unlock.
Employee workspace
Settings
Owner/Admin
Settings control panel
Review operational defaults by control surface instead of scanning one long wall of disabled fields. Pricing, tax, templates, access, delivery, and material taxonomy all stay versioned and audit-ready.
Showing API defaults while stored setting overrides are unavailable.
API defaults
26
Defaults endpoint connected
Groups
12
Operational sections
High risk
32
Require reason when writable
Stored overrides
0
13 fields connected to live defaults/read path
Selected control surface
Documents
Quote, invoice, receipt, credit note numbering, and PDF language format.
5 default / 1 pending 6 fields Section-level audit required
Review posture
This section is intentionally presented as a read-only control surface until the FastAPI reason, version, effective-date, and audit save workflow is wired. Secret values remain key references only.
Owner decision queue
1
Pending configuration items still need an explicit owner decision.
Stored overrides
0
Active settings already diverging from defaults in this surface.
Secret-backed setup
0
Fields that should resolve by secret-key reference only.
Read-only actions
See prior versions and effective dates once the audit endpoint is wired.
Review before/after payloads for high-risk changes before activation.
Bundle reason, version, and rollout timing before writes unlock.
Confirm owner-review and non-retroactive rules for this surface.
Related control surfaces
Document output
Language and output defaults that shape generated document sets.
2 fields
Quote PDF format
Default
Separate English and Arabic PDFs
documents:quote_pdf_format
Invoice PDF format
Default
Separate English and Arabic PDFs
documents:invoice_pdf_format
Numbering and terms
Patterns and legal copy that appear on issued finance documents.
4 fields 1 pending
Invoice numbering pattern
Default
INV-{YYYY}-{0000}
tax:invoice_numbering_pattern
Receipt numbering pattern
Default
REC-{YYYY}-{0000}
tax:receipt_numbering_pattern
Credit note numbering pattern
Default
CN-{YYYY}-{0000}
tax:credit_note_numbering_pattern
Default terms text
Not configured
Default terms text is not configured.
documents:default_terms_text
Quick help
What to review first
1. Start with pricing, tax, and payments because they change approvals and issued-document snapshots.
2. Check communications and templates next so sender readiness, secret references, and live-send gates are obvious.
3. Finish with permissions, legal, and material taxonomy because they shape safe access and public-facing content.