KamoCRM

Settings › Mortgage extras — Setup Interview, Used When, License Map, partner pages, SI What-If, two-person approval, switch hints, the other-loan-system offer, Lender Profile PDF, Ctrl/⌘-K (MS phase G)

Featurekamo-internal
Verschickt
15. November 2026 um 00:16 UTC
Autor
Kamo
Commit
997df3c

- Overview pages (extras/extrasViews.tsx EXTRA_PAGES): Setup Interview (six plain questions, skipped ones shown as "Kamo sets this for a …", live "What Changes" dry run beside the questions, resumable draft kept server-side, one atomic save through PUT /business-type, 202 two-person hold handled, next-step cards) and Changes Waiting For Approval (the switch + what it covers, pending cards with Approve / Decoder + note / Withdraw own, recent decisions). - withMortgageExtras() wraps the merged registry once (shell/mortgageSections.tsx): "Used When…" strip on every card page from the ONE registry **************** (+ test that fails when a card is unregistered, a moment has no reader, or — with **************** — a reader file/symbol is gone); Company Licenses `map` room (License Map drawn from the us-atlas state outlines in public/maps, C1's /licensing/coverage, gaps flagged, territories as chips); partner company pages at company-directory/<vendorId> (contact, linked provider connection with health, linked investor terms, suggested link by name) + a Company Pages grid on the directory; How Much SI Decides `what-if` room (slider over the last 30 days of real SI decisions, Use This through the posture save). - Decision 6: when the market syncs with Arive / MeridianLink, an offer (banner + review dialog listing exactly what goes off) to turn off every automation switch + SI auto-execute through A's bulk endpoint, undo in place; the Other Loan System page opens it by itself when a connection goes on; an Overview Needs You line. Switch hints ("Arive may already do this") beside each overlapping switch on What Kamo Does (ExternalSystemHint). - Overview: Setup Interview offer for a market nobody set up (Not Now kept server-side), Lender Profile PDF card (changes-since picker, download); config proxy passes non-JSON (the PDF) and 204 through. - Find A Setting: Ctrl/⌘-K focuses it on Settings › Mortgage ahead of the app's command palette, shown as a key hint.

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