Stop external-images banner flashing on already-allowed messages
The reading pane renders a message from its IndexedDB cache before the network fetch returns, and the cached copy lacks the server remoteImagesAllowed flag (und...
Drag-and-drop to rearrange launchpad options, saved per member
Members can now reorder their home options by dragging, and the arrangement is persisted server-side per member (survives reloads and follows them across device...
Make Materials the first tab + default landing; remove Overview
Overview tab removed; Materials is now first. The /marketing index redirects to the first accessible tab (Materials by default), so anyone opening Marketing lan...
Loan Originator section is read-only / system-managed
The Loan Originator card no longer hand-edits URLA §9 data (the duplication of **************** it was re-capturing). It renders read-only: a LIVE projection of...
Masonry layout so mixed-height option cards pack without ragged gaps
Leaf cards are short and parent cards vary with their sub-item count (Calculator has 9 modes, VoIP 2), so a uniform grid left big gaps under the short cards in ...
Add missing account-assign proxy route
The lead-account assign/unassign UI called POST/DELETE **************** but the Next.js proxy route was never created — so requests 404'd and surfaced as "Unkno...
Add Product filter dependent on Vendor
Adds a Product filter to the /leads filter bar, immediately right of the Vendor filter. It behaves like the Status/SubStatus pair: disabled until a vendor is se...
AI auto-tag + caption UI; provider cost-tier/vision settings (P3)
Settings → AI → Providers: each provider gains a Cost tier (Light/Medium/Heavy) select and a Supports vision toggle (+ list chips). Materials drawer: 'Suggest t...
Persist "display external images" server-side instead of localStorage
The choice now comes from the message's server-recorded remoteImagesAllowed flag and is saved via POST **************** so it's durable and consistent across de...
Parent options expose their sub-items instead of being single links
Mail, Docs, VoIP, Calculator and Support are nav options that open a sub-menu rather than navigating, so on the home launchpad they must not be a single link. E...
Persist OAuth provider selection immediately so the switch sticks
Selecting Microsoft 365 / Google Workspace / Zoho only navigated to the connect screen without saving, so leaving before completing OAuth reverted to the previo...
Let admins connect RingCentral on a member's behalf
On another member's phone settings, an admin with manage-VOIP rights (canManageVoipConfig) now sees Connect/Reconnect/Disconnect for the member's RingCentral ac...
Remember "display external images" per message
The unblock choice lived in the renderer's local state, but switching messages unmounts/remounts the iframe renderer (the reading pane shows a loader between me...
Usage analytics + Insights view (P2)
Records **************** events and an Insights dialog with org totals + the most-used materials (by downloads + previews).
Approval workflow UI + load-all filtering (P2)
Status control in the drawer **************** status badge on tiles, and a status filter in the toolbar. Also loads all material pages up-front (capped) so sear...
Treat ACTIVE status as connected in OAuth provider configs
The Microsoft 365 / Google Workspace / Zoho config views gated their connected state on providerStatus === 'CONNECTED', but the backend EmailProviderStatus enum...
Per-member RingCentral connect + softphone web-phone v2 fixes
Softphone SDK fixes (ringcentral-web-phone is v2.4.0, not the v0.x the adapter targeted — the old wp.userAgent.* usage threw on init): - Rewrite RingCentralPhon...
Collections/campaigns UI (P2)
Left-nav Collections section (create/select/delete), campaign filter on the collection view, and a collections editor in the detail drawer (add/remove material,...
Tags UI + access-level control (P2)
Tags (org-scoped, cross-cutting): tag chips on tiles, a tag filter bar (AND across selected), and a tag editor in the detail drawer (assign/remove existing, cre...
Managed public links UI (P1) — create/expiry/revoke/view-count
Detail drawer gains a 'Public links' panel (ShareLinkManager): create a durable link with an optional label and expiry (1h/1d/7d/30d/never), copy it, see its vi...
Add right-click / long-press context menu to conversation-view rows
Completes the list action menu across both view modes. Conversation rows now open the same shared menu on right-click and touch long-press with thread-level act...
Enterprise Materials workspace (P0) — folders, search, bulk, real preview, shared email composer
Replaces the flat 200-item grid with a full document workspace over the existing imaging backend (which already supports folders, trash, sharing, history, bulk ...
Overhaul /messages — iframe rendering, list context menu, threading, races, a11y
Implements the audit of the /messages page end-to-end. Reported issues: - Reply/Reply All/Forward buttons now show text labels; removed from the more-actions ...
Source home from the nav registry, add nav cross-highlight, fix settings scroll
The home page was rendering a stale, separately-maintained feature list (Clubhouse, Feed, Reports, Tasks, Network) that isn't even in the nav registry, so it ex...
Instrument Panel redesign — accent families, masthead, section-index nav, unified glass card
Redesigns the two most-visited landings into a permission-shaped operator's console. Foundation - Turn on the already-bundled Geist Sans/Mono (were discarded b...
Rename Material ID field title to 'Marketing Material ID'; drop help tip
Add Reply All to the messages reading pane and thread view
Reply All was advertised (keyboard-shortcut label + i18n key) but had no handler. Wire it up: new computeReplyAllRecipients helper puts the sender in To and eve...
Add Marketing to the security-model app editor
The model editor's app list (SERVICE_TYPES) is a hand-maintained mirror of ServiceType.java and was missing MARKETING — so Marketing had no row in the apps tab,...
Show Canva actions only when Canva is usable
The page previously offered Create/Import/Generate-in-Canva next to a "Canva isn't set up" notice — incoherent. Now the toolbar reveals progressively by Canva s...
Recurring generation schedules UI
ScheduleManager: create/list/delete schedules (recipe + daily/weekly/monthly + hour/day + optional auto-post targets + caption); launched from Materials, gated ...
Inline expandable Whisper transcript on softphone voicemail + call-history rows
Each recorded row (voicemail and call history) gets a 'Transcript' toggle that fetches the recording's Whisper transcript on demand and shows it inline, so memb...
Save + reuse autofill recipes
TemplateAutofill: "Saved recipes" chips load a template + prefilled mapping; "Save as recipe" persists the current template + field values org-wide. + canvaApi ...
Add Material ID field to create form, details page, and imports
Threads a nullable materialId (max 40) through the Lead type, leadsApi (create + update wire requests), and the shared leadFields system-field list — which driv...
Enterprise autofill UI — data-merge brand templates
TemplateAutofill: pick a Canva brand template, fill each field with literal text, an org/compliance token (NMLS #, Equal Housing disclosure, org name/phone/ web...
Social attach + email-a-material + public links
Distribution for marketing materials, built on the new signed public-URL seam. - materialsApi.publicLink(imgId) + /api/materials/link proxy - Materials: "Copy ...
Delete + preview + import-file-to-Canva
- delete a material (gated on MANAGE_MATERIALS) with confirmation - click a thumbnail to preview it in a lightbox - "Import a file" turns a PDF/PPTX/image into ...
Stop double-appending ?target in the SSO proxy route
forwardToApi already forwards the incoming query string, so passing the path with ?target= produced **************** -> target='linux?target=linux' -> 400 'Unkn...
Calendar integration for scheduled meetings + real recording storage meter
- calendarIntegrationEnabled: when on, a scheduled clubhouse meeting is also added to the creator's calendar (via the existing calendar system) carrying the ...
Marketing app, settings hub, Canva materials
Make Marketing a first-class org-enableable app and ship the Canva-powered Materials experience. App-enablement: - AppType.MARKETING mirror, Organization.isMar...
God-only KamoDesktop icons (Linux + Windows) opening auto-connected sessions
Two nav icons left of Analytics, shown only to god-eligible members (isGod added to NavGateContext). Each fetches a short-lived SSO link from SecurityService an...
Org-scoped room names, room-name format, calendar Kamo meetings, start reminders; i18n settings
- useMeeting/MeetingDialog: room names are now namespaced by org token so two orgs can never collide into the same Prosody conference, and honor the org's r...
Show member availability in chats list; rename tab to Directory
1:1 chat rows now surface the counterpart's live presence + availability the same way the Directory tab does — same useAvailability/usePresence sources and the ...
Sign invited members into meetings via click-time OTK join links
Invite links (chat + email) previously embedded a bare meet-room URL, so recipients landed as anonymous guests instead of themselves. An OTK can't be pre-embedd...
Sub-tabs for chat groups, remember last-open tab
The chats list filtered by a row of multi-select pill chips that looked out of place under the Chats tab. Replace them with a single-select sub-tab bar (one tab...
Move status editor onto the tabs row; note callback auto-note
- Status/sub-status editor now shares the primary-tabs row: tabs left, status aligned right (removes the separate row under the action buttons). - Callback di...
Show member avatars in the Chats tab
MediaService returns chat-session member avatarUrl=null by design (avatars are resolved on the frontend), but the Chats tab never resolved them, so it always fe...
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