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Technical Reference

Feature Surface Map

Repo-grounded map of Lightning apps, tabs, objects, LWCs, Apex service boundaries, and operational ownership

Use this reference when locating the source files behind a UI feature or deciding which package owns a behavior.

Lightning Apps

AppPackagePrimary users
Sales_Workspacefeatures-crmSales reps, sales managers.
Sales_Operations_Centerfeatures-coreSales operations and leadership.
Settings_Workspacefeatures-coreAdmins and operators.
Payment_Operationsfeatures-paymentsAR, finance, payment operations.
ThreePL_Managementfeatures-ordersFulfillment and 3PL operators.
Item_Operationsfeatures-purchasingItem, inventory, purchasing, operations.
Commission_Managerfeatures-commissionCommission admins and managers.

Sales and CRM

SurfaceMetadata/source
Lead conversionLead.ConvertLead, leadConversionAction, LeadConversionController, LeadConversionService.
Account/contact summaryNative report charts, contactSection, contactDetailsCard, Account/Contact flexipages.
Duplicate detectionduplicateDetector, duplicateMergeWizard, Duplicate_Match__c, duplicate services.
Ownership transferTransferOwnership actions, Record_Ownership_Transfer__c, transfer controller/service.
Opportunity creationAccount opportunity actions, opportunityCreator*, OpportunityCreatorController.
Quote creationCreateQuote actions, quoteCreator*, CustomQuoteCreatorController.
Quote approvalSubmit_for_Approval, Review_Quote_Approval, approval LWCs/services/history.
Quote PDFPrintQuotePDF, CustomQuotePDF, quote PDF preview components.

Sales Orders and Fulfillment

SurfaceMetadata/source
Quote conversionConvertQuoteToOrderController, quote/order services.
Sales order recordSales_Order__c, Sales Order record pages, summary/payment/shipping LWCs.
Line editinglineItemEditor*, sales order line handlers, line audit services.
Invoice actionsInvoice__c actions, InvoiceService, InvoiceEmailService, InvoicePDF.
Tracking actionsAddTracking, SendTrackingEmail, tracking controllers/services.
3PL fulfillmentthreeplFulfillmentManager, runtime classes, provider REST/service classes.
Warehouse managementthreeplWarehouseManager, warehouse and provider takeover services.

Payments

SurfaceMetadata/source
Add payment methodAccount/Contact Add_Payment_Method, paymentMethodEntryAction, entry services.
Payment consolepaymentConsole, PaymentConsoleController, Sales Order payment workspace.
Payment order creationCreatePaymentOrder, paymentOrderCreator*, PaymentOrderService.
Payment link checkoutPaymentLinkCheckout.page, checkout controller/service, public site service.
Gateway managementPayment_Gateway_Connections, gateway connections LWC/controller/lifecycle services.
Runtime settingsPayment_Operations_Settings, payment settings LWC/controller/runtime settings.
Recurring plansrecurring plan actions, agreement workspace, scheduler/services.
Disputes/reversalsRecordDispute, manual dispute service, transaction reversal service.

Items, Inventory, Purchasing

SurfaceMetadata/source
Item ManageritemManager*, itemCreationWizard, item setup services.
Stock LookupStock_Lookup, stockLookup, item catalog lookup services.
Inventory AnalyticsItem_Inventory_Analytics, Item_Inventory_Analytics_Page, item inventory dashboard/reports.
Item Rules HubItem_Rules_Hub, item rule LWCs, evaluator/search/expiry classes.
BOM editorbomEditor, BOM editor/diagnostic/snapshot services.
Cost & COGS DashboardCost_COGS_Dashboard, cost intelligence dashboards/reports, scenario history.
Purchase Order PipelinePurchase_Order_Pipeline, PO pipeline/phase/receiving LWCs/controllers.
Item/PO settingsitem notification settings and purchase order settings LWCs/controllers.

Finance and Commissions

SurfaceMetadata/source
Finance GL Controls DashboardFinance_GL_Controls_Dashboard, finance dashboard tab/page, GL readiness reports, and GL provisioning/default services.
AR reportingAccounts Receivable dashboard, payment receipt/allocation objects.
Commission workspaceCommission_Manager, commission dashboard/admin/decay LWCs.
Commission servicescalculation, decay, group admin, integrity, and manager controllers/services.

Shared Primitives

The primitives package contains reusable LWC building blocks such as base cards, tables, alerts, wizard modals, PDF preview, search picker, duplicate graph, GL account lookup, carrier tracking URL, and shared formatting utilities. Prefer these primitives before creating feature-local copies.

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