Relay enrollment
MANAGE_TIMECARDS to read or change who is on timecards — enrollment decides who gets paid from this system, so it is held to the HR administrator right rather t...
Relay the exception queue
MANAGE_TIMECARDS to read the queue and to waive, because the queue names every member with a problem and waiving changes what the finalize gate reads. The per-m...
Relay bulk operations and attendance
The bulk approval role is DERIVED here from the caller's rights and appended to the path — never read from the body. A body-supplied role is a body-supplied pro...
Relay the compliance reports, evidence pack on identity
The org-wide reports need MANAGE_TIMECARDS. The evidence pack does not, when a member pulls their own — and that is the point. The pack is what an employee need...
Relay the timecard configuration surface
MANAGE_TIMECARDS to read the org's rules — the workweek and rounding settings describe how everyone in the org is paid — and FINALIZE_PAY_PERIODS to change them...
Relay the editor, authorized by identity before rights
An EMPLOYEE may correct their own record — that is the point of the editor, and refusing it leaves the employee with no way to say the clock was wrong about a d...
Sign former employees in to a restricted tier instead of refusing them
A team member whose employment is not ACTIVE was refused at the door with "Your account exists but is not active at this time." That was the wrong shape. A term...
Approval-tier relay with role resolved from rights
THE ROLE IS DECIDED HERE, from the caller's rights and their relationship to the subject -- never from the request body. A body that could name its own role wou...
SecurityService relay to TimecardService
The authorization boundary. TimecardService holds the data and the engine but no session; this holds the session and decides who may do what, then relays. The e...
GET ****************
timezoneService.ts has called this endpoint since it was written and it existed in no Java service; the client swallowed the 404 and resolved to UTC. Meanwhile ...
Gate promotion on the owner's policy, make it idempotent, add its inverse
Promoting a member to pay for themselves was unconditional, one-way and unsafe to repeat. It now refuses when the organization's policy says the organization p...
Expose the fail-open impact to the operator
The app catalog page already answers the org-independent question — does any plan mention this app — and raises a warning when none does. This answers the tenan...
Carry availability, presence and extension on a directory row
Picking a person is easier when the row says whether they are there and how to reach them, so each one now carries what they last declared, whether anything of ...
Resolve what a member may do, not just what their plan includes
Feature grants describe a plan. They never described this member, because the console gates navigation on org-level org.features — so a member with no license a...
Point at YugabyteDB and use PostgreSQLDialect
CockroachDB has been replaced by YugabyteDB. Connection strings move from cockroachdb-public:26257 to yb-tserver-service:5433, and the Hibernate dialect from **...
Measure the thumbnails and tracks generated from each file
Object keys are content-addressed as **************** so the segment before the first underscore identifies the file a derivative came from. Sizes are summed pe...
Measure branding and Docstive document storage
These are the only two things an organization stores that carry no size anywhere in the database — branding assets go straight into the public bucket under the ...
A tenant-readable app catalog for Branch Types
Branch Types -> Allowed Apps started loading its app list from /platform-config/app-catalog, which requires a top-level org owner. The host page is gated on CON...
Serve the app catalog and read features through it
FeatureController derived "is this app offered" from the enum's stage in four separate places, so the answer could only be changed by redeploying the platform. ...
Fail closed on apps a plan never mentions
Turns kamo.entitlement.fail-open off now that AppEntitlementCatalogMigration has run against prod and every active plan on both entitlement roots (KamoCRM, Sign...
Gate mortgage and personal-loan verticals on app entitlement
A MORTGAGE market appeared on /commerce whenever POS was on, regardless of the MLOS app, and /features/enable had no billing check at all — the padlock in the s...
Set a manager, and search the directory a page at a time
GET **************** answers one page of the session org's directory. Search, ordering and paging happen in the database; a hostile ?size= is capped. Words are ...
Thread the parent department through create and update
DepartmentService now takes its request DTO instead of eight positional arguments, so the parent joins the payload rather than becoming a ninth in a row of same...
Browser-facing relay for the commission feature
Resolves the session, authorizes, and relays to CommissionService with the org and member stamped from that session — never from anything the caller sent. This ...
Expose the user-account email on your own member profile
The profile's Personal Email Notifications card has to name the address missed-message notices actually reach, and that address is the user account's — not the ...
Seed the finance rights onto every branch model's ADMINISTRATOR template
The three commission rights gate a feature that did not previously exist, so NEW_RIGHT_SEEDS deliberately says nothing about them - that mechanism carries an ex...
Expose contact email in the by-department roster
The Interaction Center needs a member's address to pre-fill a composer, and the only endpoint that carried one was the single-member detail fetch — one request ...
Accept a member's primary mailbox address as a login identifier
The address a member gives out is usually the org mailbox flagged Primary on their member settings, not whatever is on their user account — so typing it into th...
Carry existing HR holders onto the new per-tab rights
A right that gates something already reachable is a removal of access: new rights insert as NOT_SPECIFIED, so the /hr tabs would have vanished on deploy for eve...
Push platform-admin state changes instead of being polled for them
Every platform screen backed by this service refreshed on a timer, because this service has no WebSocket and therefore no way to tell anyone anything: the close...
Unified communications timeline API
GET **************** returns one date-ordered page across notes, calls, voicemails, texts, e-mails and chat; ?channel= narrows it. Three sources are merged. Ca...
Actually enforce geo and IP access rules
The rules were stored, cached to Redis and never consulted. AccessCheckController was the only caller of the evaluation and nothing called AccessCheckController...
Allow-list countries alongside geo blocks
The geo section only ever denied: a country was blocked or it was absent. Orgs that want to serve one country had to enumerate every other one, which is unmaint...
Resolve the agent's published contact details
Email comes from the member's primary mailbox rather than TeamMember.emailWork — that column is free text predating mailbox provisioning and routinely disagrees...
GET /quotes/account/{uid} — paged, filtered, sorted
Dates arrive as ISO strings and parse leniently: a filter the client sends badly should narrow nothing rather than 400 the whole grid. A date-only "to" bound co...
Resolve the agent alongside the customer, from one lead lookup
Both blocks come off the same lead, so the controllers fetch it once and derive each from it rather than hitting the service twice per render. Still org-scoped ...
Reassign the holding agent, and email everyone it affects
An approver can now hand an opportunity to a different agent. The requester is never rewritten — applyPrimaryAgent records the move as its own history row with ...
Agree an overall commission at approval, seeded from the market
The approver now records what the organization pays on the sale to the requesting agent and their group. Omit it on approve and the lead's market default applie...
Resolve the addressee lead for both the staff and customer views
Org-scoped in both places. On the public page the scope comes from the share link's own organization, so a token can never surface a lead belonging to another t...
Expose per-market quote settings; enforce the terms grant
market-config now tells the lead view whether to offer a Quotes tab and what wording a new quote starts with, and the market endpoints round-trip both fields. ...
Reserve, approve and audit lead opportunity claims
REST surface behind /leads/opportunities/reserved and the Reserve Opportunity control in the lead header, plus the service that owns the invariants. Rights, en...
Detection and alerting over the record-access audit trail
phi_access_log has been accumulating evidence nobody looks at. That satisfies §164.312(b) — the trail exists — and satisfies nothing about §164.308(a)(1)(ii)(D)...
Minimum-necessary masking of lead custom-form answers (§164.502(b))
The platform's only field mask was **************** applied by LeadController.getLeadById to a caller who is neither god nor the assignee and lacks VIEW_LEAD_CO...
Read the PHI access trail — §164.528 accounting and activity review
The trail has been written for a while and nothing could read it, which left two obligations unmet: an accounting of disclosures for one individual's record (§1...
Endpoint to read and move an organization's HIPAA boundary
Organization.handlesPhi has existed as a column with no way to set it, so PhiTenantGuard has been enforcing a flag nobody could turn on. This is the missing hal...
Serve the customer-facing view to staff for preview
GET /{uid}/preview returns the same PublicQuoteView the share link serves, from the same QuotePresentation resolution, so a previewed letterhead cannot differ f...
Break-glass god mode — justification + 30-minute time-box
God mode activated silently and lasted as long as the session. That is the control a covered entity's security review pushes hardest on, because "your staff can...
Accept an option on the public quote endpoint
Multi-option quotes cannot be accepted blind — the request now carries the chosen optionUid and the service refuses acceptance without one.
Steward proxies for coverage, pricing sign-off, large-deposit
Operator-gated, session-stamped org+member, fail-closed ownership (no cross-org existence oracle). New endpoints baselined in the unauthenticated-endpoint ratch...
Gateway relays for steward-tasks, calibration/funnel, MERS reconciliation
god-eligible, org server-stamped GET relays: **************** **************** MlosDocOrchestration **************** (fail-closed org filter, drops non-owned pa...
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