Confirm email when reassigning a lead from the lead-view
The Assignment card now reassigns via leadsApi.reassignLead, which surfaces the server's assigneeNotified flag. On a reassignment to a new member the toast read...
Rebuild to pick up **************** canonical keys
No source change. EmailService bundles kamo-shared-library at build time, so the CANONICAL_KEYS fix (shared-lib c028131) only reaches its runtime self-heal afte...
Email the new owner when a single lead is reassigned
Mirrors the bulk path for the lead-view Assignment card. When PUT /leads/{id} moves a lead to a different member, that member now gets the same LEADS_ASSIGNED e...
Register WELCOME_MEMBER + WELCOME_TEAM_MEMBER canonical keys
Both templates ship as resource pairs on disk (welcome-member.{json,html}, **************** with matching templateKeys, and EmailService already has their sampl...
Relay conditional-LLPA authoring
Relays POST **************** through the org-stamping write helper, so a steward authors conditional adjustments only for their own tenant.
Bulk-reassign selected leads to a team member
The grid already had multi-select checkboxes but nothing to do with a selection. Checking rows now reveals a Reassign action beside the other lead actions, gate...
Bulk-reassign endpoint, gated on REASSIGN_LEADS_MANUALLY
POST **************** moves a batch of leads onto one team member and emails that member once for the whole batch. Authorization uses REASSIGN_LEADS_MANUALLY (...
Sample variables for the LEADS_ASSIGNED template
Without a case here the admin template editor's Preview renders the new template with every placeholder blank, which reads as a broken template rather than an u...
LEADS_ASSIGNED email template; harden assignLead for bulk use
assignLead had zero callers and had never run in production. Before wiring the bulk reassignment path to it, give it the guarantees that path needs: - take org...
Render member photos on avatars inside the chat window
The small avatar icons in a chat popup — the per-message sender avatar (MessageBubble) and the seen-receipt list (SeenIndicator) — all read SessionMember.avatar...
Show member avatars in chat tool window title bars
The tool-window title bar renders its icon from the window STORE props — ToolDock passes `avatarSrc={w.toolId === 'chat' ? w.props.avatarSrc : undefined}` and f...
Surface real upload errors, sync god mode to session
"Save failed: Full logo upload failed" discarded the status and body, so a 403 from the branding gate read identically to a MinIO outage. The server's own messa...
Make org branding authz reachable (owner, god mode, or right)
Uploading a logo to a child org 403'd with no way to succeed: canManageOrgBranding only admitted the org owner, and the isGodModeActive fallback could never ret...
Add MANAGE_ORG_BRANDING (174)
Org branding endpoints (logos, colors, backgrounds, theme provisioning) were owner-or-god only, leaving no way to delegate branding without handing over ownersh...
Author eligibility matrices from the catalog panel
Without a matrix covering a scenario's occupancy and purpose, pricing returns NO_COVERAGE — so before this, only a purchase of a primary residence could be pric...
Relay eligibility-matrix authoring; rebuild picks up the SUSPENDED resume
Relays POST **************** through the existing org-stamping write helper, so a steward authors matrices only for their own tenant. This push also rebuilds a...
A suspended loan can be resumed, and is no longer offered to itself
SUSPENDED is deliberately not terminal — LoanFileStatus.isTerminal excludes it, because a loan is suspended for a fixable reason. But it had no forward arrow, s...
Bound MlosAiClient with explicit connect and read timeouts
The client field-initialized a bare `new RestTemplate()`, so no timeout applied on any AI call and no builder could reach it. A hung provider blocked the caller...
Rebuild the agent studio as a full-width workspace
Removing the width cap was not the fix; the layout itself needed to be designed for the space rather than tolerated in it. The studio is now three zones side b...
Author lock policies — without one, no rate can be locked at all
RateCommitmentService refuses a lock whenever the priced result carries no lockPolicyVersionId ("lock-policy version is required"), and a result only carries on...
Stop the promote preview overcounting rows the server will reject
The "N approved row(s) will publish" caption counted a row whenever an APPROVED note_rate and base_price candidate existed for it, ignoring the values. A price ...
Classify vision failures so the retry loop and circuit breaker actually work
Two bugs in visionComplete, both of which defeated machinery built to handle them. A blank-content response was returned as SUCCESS and ended the retry loop. E...
Thread orgId into the rate-sheet version-spine read
The gateway relayed only investorId, so the upstream had nothing to scope by and returned another tenant's version spine for a foreign investor id. Its siblings...
Use the full page width; make renaming an agent visible
Two things I got wrong. **Width.** The brief was explicit — use the full width of the page, do not waste real estate — and I capped the studio at a centred 880...
Stop the lead view crashing on a lead with no name
/leads/view/{id} died with "Cannot read properties of null (reading 'preferredName')". LeadDTO.toDTO() only builds primaryContact inside `if (lead.getName() != ...
Show how each agent is doing
Adds a performance section to the top of the agent studio: conversations, how often a person took over and what triggered it, outreach outcomes, and cost. Writ...
Per-agent scorecard
What each agent actually did: conversations, how often a person had to take over and why, outreach outcomes including the ones held back, and what it cost. Eve...
Grouped aggregate queries for the agent scorecard
Twelve @Query aggregates across sessions, messages, usage records and outbound touches, so a scorecard is a handful of grouped queries rather than loading rows ...
Retry an upload with the MIME type the server actually detected
The upload validates the multipart part's Content-Type against the type the server detects from the bytes, and that part type comes from the browser's File.type...
Never route vision to an adapter that cannot send an image
AiProvider.supportsVision is a hand-editable database flag, and routing trusted it alone. The HuggingFace and Cohere adapters never read imageUrls at all, and t...
Mount the live per-host cert instead of the expired wildcard secret
The cert-converter init container built its PKCS12 keystore from wildcard-kamocrm-com, a legacy multi-SAN secret that cert-manager orphaned when its Certificate...
Stop pinning the expired wildcard-kamocrm-com secret
wildcard-kamocrm-com was a legacy multi-SAN secret that cert-manager orphaned when its Certificate was repointed at a per-host secret. Nothing renewed it and it...
Stop pinning the expired wildcard-kamocrm-com secret
wildcard-kamocrm-com was a legacy multi-SAN secret that cert-manager orphaned when its Certificate was repointed at a per-host secret. Nothing renewed it and it...
Stop pinning the expired wildcard-kamocrm-com secret
wildcard-kamocrm-com was a legacy multi-SAN secret that cert-manager orphaned when its Certificate was repointed at a per-host secret. Nothing renewed it and it...
Stop pinning the expired wildcard-kamocrm-com secret
wildcard-kamocrm-com was a legacy multi-SAN secret that cert-manager orphaned when its Certificate was repointed at a per-host secret. Nothing renewed it and it...
Stop expired/orphaned secrets shadowing live per-host certs
update_tls_store() rebuilt the TLSStore from a plain Secret listing, bucketed only on name prefix and type, with no check that a Certificate still owned the sec...
Edit what each model costs
Adds per-model price editing to the provider setup screen. Prices are seeded from each vendor's published list price where we know it, and blank where we do not...
Model pricing catalog, write path and backfill
Cost accounting could never work: AiModel has price columns, AiModelController reads them and ChatOrchestrationService reads them to compute costEstimate - but ...
Show the AI handoff context to the agent taking over
Renders an AI_HANDOFF system event as a card with the reason, the AI's summary, and a collapsible transcript of the conversation so far - so the borrower does n...
Proxy the public AI->human handoff route
Adds POST **************** proxied to MediaService alongside its createSupportSession sibling. Without this the handoff feature was dead on arrival: MediaServi...
Carry the AI conversation into the human thread on handoff
Creates or reuses the support session, copies the AI transcript in as one system event, routes it, and tells the visitor honestly what happens next. Confidenti...
Agent-initiated handoff to a human, with context
The AI could not previously ask for a person: escalation rules reached the model via the compiled prompt, but there was no machine-readable signal back, so the ...
Accept agent-authored outreach into an open borrower thread
The counterpart AIService's outreach dispatcher calls. Without it the whole outbound path terminated in a recorded 404 - the gate authorized a touch, the messag...
Outbound triggers, scheduler and web-chat dispatch
Makes the outreach spine actually fire. The gate, contact state, consent and audit already existed; nothing caused a touch to be evaluated. - NATS enabled for ...
Required-text editor; dedupe AI general settings; fix model toggle
Adds an editor for org-wide required opening/closing text - the compiler and columns existed but nothing could set them, so the capability was dead. Copy states...
Persist org-wide required text and apply it immediately
AiOrgSettings gained forcedPreamble/forcedFooter and SalesAgentCompiler already folds them into every agent, but the settings controller neither read nor wrote ...
Reject cross-org sales agents; widen bootstrap cache busting
salesAgentId was persisted from the request body unchecked, so a cross-org or dangling agent id could be stored on a WebChatIntegration. It failed safe only bec...
Anthropic dropped every system message but the last
buildRequestBody assigned rather than accumulated the system field, so with more than one system message only the final one reached the model. In practice that ...
Full-page AI Sales Agent studio, replacing the modals
The agent editor was a ~800px MUI Dialog whose entire surface was a 10-row textarea, on the one AI tab that used a dialog at all. It is now a dedicated route, a...
Locked rules survive a section or whole-document override
An author taking over a rule section by hand replaced the entire section body, which silently discarded the locked pack rules inside it - so 'never quote a rate...
Like what you see shipping?
All of it arrives in your workspace on its own. Start on the free plan and read this page again in a month.
