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.

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.

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

Pricing approvals

Margin, quote value, discount, PO thresholds, validity, and rounding.

2 API / 8 default 10 fields Section-level audit required 7 high risk

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

0

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.

Approval thresholds

Thresholds that trigger owner review before quotes or POs move.

5 high-risk fields 2 API Reason and versioning apply

Default target margin

API default High risk

20%

pricing:target_margin_percent Reason required when writable

Minimum margin approval threshold

Default High risk

12%

pricing:minimum_margin_approval_percent Reason required when writable

Quote approval threshold

Default High risk

OMR 5,000

pricing:quote_value_approval_omr Reason required when writable

Discount approval threshold

API default High risk

3%

pricing:discount_approval_percent Reason required when writable

Purchase order approval threshold

Default High risk

OMR 5,000

pricing:purchase_order_approval_omr Reason required when writable

Commercial defaults

Base commercial defaults used when calculating and presenting quotes.

2 high-risk fields Reason and versioning apply

Default quote validity

Default

14 days

pricing:default_quote_validity_days

Quote rounding policy

Default

Round to 3 decimal places

pricing:quote_rounding_policy

Exchange-rate source

Default

Manual rate with source required

pricing:quote_exchange_rate_source

Approved limited vendor input still requires approval

Default High risk
Enabled
pricing:approved_limited_vendor_input_requires_approval Reason required when writable

Expired supplier quote input blocks send

Default High risk
Enabled
pricing:expired_supplier_quote_input_blocks_send Reason required when writable

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.