Render the client's details on the preview, from the lead
Removing the quote's own addressee fields left "Prepared for" blank, because customerName only ever came from a linked Account and lead-raised quotes have none....
Line the commission-split controls up with the text fields
The Percent/Amount and One-time/Recurring toggles rendered at MUI's default toggle height while the member picker and the share amount beside them come out at 4...
Pane owns its spacing and scroll; drop the addressee fields from the form
The lead view's content card is overflow:hidden with no padding — every pane supplies its own, as Details and History do. The quotes pane supplied neither, so t...
Move quotes out of commerce and onto the lead
Quotes sat in the commerce pipeline, beside orders and carts rather than beside the client they are for. They now live on the lead: a Quotes tab directly after ...
Review findings on the reserved list and split editor
Five defects an adversarial review confirmed against the first cut: - The page rendered "You don't have access" on every load. checkRole returns false while ...
Address the quote to a person; summary stops costing header height
Moving the summary out of the right-hand column fixed the width but bought it back as a band under the title. It now sits in the gap that already existed betwee...
Give the commitment and setup fee fields room for their labels
"Commitment (months)" shares its width with an info adornment and "One-time setup fee" is the longest label on its row; both were truncating.
Keep the profile heading on the current membership type
The heading reads "<Member> Profile" or "<Team Member> Profile" off the type MyAccountTab reports through onMemberTypeLoaded, which only fired from the mount-ti...
Fill the Position card the moment a member is promoted
Department, job title, official title, work location, membership status and the two Autocomplete option lists were only ever loaded inside the memberType === 'T...
Open a member's profile from their row
Adds a fourth action to the row's hover dock, linking to **************** It is a real NextLink rather than a click handler, so middle-click and "open in new t...
Summary moves into the header, records get the full page width
The summary sat in a fixed 320px right-hand column on every record page, permanently costing a fifth of the width. On the quote editor that squeezed the line-it...
Fail the build when a component calls a key messages/ does not define
next-intl renders the key path verbatim for a missing key, and messages/ is gitignored here — populated at image-build time from kamo-translation-dictionary — s...
Pin/unpin nav options from the navs and the home launchpad
Members could move an option between the side bar and the top bar, but never take one out of the navs entirely. Adds a third placement — NONE, "unpinned" — and ...
Directory sub-tabs pick up the same scrim as the Chats sub-tabs
The Chats sub-tabs have no shadow of their own — the soft edge under the tab strip is the panel's 16px top scroll scrim, which lands on them because they render...
Department contact fields showed raw i18n keys
The contact block added with the bulk-email work called departments.departmentEmail / departmentEmailHelper / departmentPhone / departmentExtension, but the dic...
Directory status filter adopts the Chats sub-tab treatment
The All/Online/Offline control was a pill segmented toggle while the Chats pane directly below used underline sub-tabs, so the two panes filtered their content ...
Deliver attached images, and stop two compose windows sharing a toolbar
AI chat attachments were never reaching the AI. AiChatInput sent the storage paths as `imageUrls`, but the REST body in AiChatWebSocketContext reads `imageObjec...
Stop tool windows losing and leaking member-typed content
Follow-up to the popup-window persistence work. Each of these was verified against real code first; three of the original reports turned out to be wrong or over...
Hide empty departments, move the status filter into the Directory
- Departments with no members no longer render. The by-department endpoint returns every department in the org including empty ones, so the roster was showi...
Departments no longer open invisible on first render
The Directory tab came up empty until you switched to Chats and back. The members were always there — every department was parked at opacity 0. Sections were r...
Stop losing popup tool windows (and unsent drafts) on page changes
Tool windows lived only in a module-level in-memory store, so any full document load destroyed every open window and everything typed into it. Several internal ...
Move break glass into the primary rail
The activation control was a fixed pill anchored to the bottom-left of the viewport. That put a privileged action somewhere nothing else lives, which reads as a...
Rebuild the slideout as one continuous surface
Member rows now form the department body directly — no card-on-card nesting — and departments run full-bleed with sticky bands, reclaiming ~30px of row width an...
Drop the dead 'just extended' UI from the timeout popup
justExtended was never set to true — the popup closes on extension rather than showing a success state — so the CheckCircle2/Shield branches, the alternate titl...
Selecting Quotes no longer bounces back to the first sub-tab
Clicking Quotes set the index to 2 and wrote ?sub=quotes, but the effect syncing state back from the URL mapped anything that was not "commitments" to 0 — so it...
Harden the original session-timeout stack
Review of the **************** path after removing the duplicate idle stack turned up four real defects: - sessionMonitor.start() left its 3s bootstrap setTime...
Let the stage grow so the chrome pod gets an even gap
The pod (now taller with the tone slider) becomes the stage's only in-flow child: fixed height becomes a minHeight, with 16px padding above and below the pod (c...
Remove duplicate idle-logoff stack; SessionManager already covers it
The Aug 2 HIPAA session added **************** as a second, parallel idle system. The layout already had the original one — ClientActivityTracker + SessionManag...
Restore CRLF endings on CustomFormFieldsComponent
The previous commit rewrote the file whole and flattened its line endings, turning a nine-line change into a 633-line diff and setting up a needless conflict fo...
Mirror the lead minimum-necessary mask on the client (§164.502(b))
SecurityService now withholds custom-form answers from a caller who is not the lead's assignee (and, in a handlesPhi tenant, even from a holder of right 161). T...
PHI access audit viewer — org review and per-record accounting
The trail was being written and nothing could read it. This is the screen half: an org-wide access review under Settings → Security, and a "who has accessed thi...
Retitle member page to Profile, shorten tab labels, add tab icons
The member settings page header becomes "My {memberLabel} Profile" (or "{memberLabel} Profile" for another member) and the nav-top link becomes My Profile. Tab ...
Tone slider — whitewashed to full color to blacked out
A per-member backgroundTone ui-preference (0 white / 50 full color / 100 black) rendered as a wash above the readability scrim in both the console slideshow lay...
Launcher cards and hero use the org's brand color instead of per-module accents
The home launchpad's option cards, drag overlay, and first-org hero now take their accent from var(--color-primary) (the org's dynamically set theme color) rath...
Break-glass god mode — reason prompt, countdown, standing indicator
God mode had no UI at all in kamo-internal: a localStorage boolean that a mount effect mirrored into ***, re-asserted on every new tab forever. That made the br...
MFA enrollment screen and the god-mode PHI boundary control
Two settings surfaces for backends that had none. MFA enrollment (settings → my profile → Sign-in Security, self only). SecurityService's /api/security/mfa end...
Rebuild the quote form as a guided flow, add an output preview
The details tab was a flat stack of outlined boxes that gave every field the same weight, so nothing signalled which inputs actually change what the customer se...
Retry npm ci in the Docker build against flaky runner egress
The k1m1 runner intermittently corrupts TLS streams mid-fetch **************** killing the image build in npm ci. Give npm fetch retries and retry the whole ins...
Reorder steward tabs; fold Identifiers into a pipeline find-loan popover
Tab order is now Pipeline, Documents, Underwriting, Pricing, Capital & Risk, Governance, Ingestion, Catalog — Pipeline becomes the default landing screen. The ...
Route the transaction pipeline screen through ConsoleShell
The Pipeline steward screen was the only console screen rendered without a layout wrapper, so its heading, filter labels, and table sat flush against the consol...
Take the percent sign from Intl, not the translated string
A literal "%" in the source text does not survive machine translation — zh returned "保存 {percent}" — so non-English users saw a bare number where a percentage w...
Author multi-option quotes from the editor
A quote is either a flat price sheet or a set of alternatives, so the editor offers a mode toggle rather than letting both exist at once — sending both would sh...
Delivery coverage, pricing sign-off, large-deposit panels
Replaces the final Coming-soon chips (Hedge & coverage, Pricing sign-off, Large-deposit) with live panels wired to the new steward proxies.
Steward console round 2 — exception queues, governance, MERS recon
- Capital + Underwriting: StewardExceptionQueue (shared panel) wired to the real steward-tasks endpoint — lock exceptions **************** and guideline exc...
Build out the mortgage steward console coming-soon features
Replaces stubs with real, endpoint-backed panels + fixes a dead-write bug: - Underwriting: Income calculation panel (qualification: DTI/PITIA/reserves/LTV + A...
Surface quotes in every vertical, not just retail
The Quotes tab was only wired into the RETAIL sub-tab set, so on an org whose active markets are SUBSCRIPTION / MORTGAGE / PERSONAL_LOANS there was no way to re...
Set the org LEI in Company Info (activates the HMDA ULI)
The Company Info card gains a Legal Entity Identifier field (20-char, upper- cased), sent through the existing org PUT — OrganizationController deserializes it ...
Resolve the org from the real request host, not the internal address
checkAccess resolves the tenant by looking up `org:domain:<hostname>`, and was being handed request.nextUrl.hostname — which behind Traefik is 127.0.0.1. That k...
Promote an ingested guideline version from the console
For a GUIDELINE source document the ingestion panel shows a "Promote as guideline version" card (product select + revision label). The rate-sheet card is now hi...
Apply the image policy to every page, not just the authenticated ones
The policy was attached only at the final `NextResponse.next()`, so /logout and /validate — both real, browser-rendered documents — were served with no img-src ...
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