Show an alias's addresses on the org's alias domains
Under each alias on the member's Email & Mailbox tab, list the same alias on the org's alias domains, and under the default sender chip, the address it actually...
Choose an alias as a member's default sender
The member's Email & Mailbox tab gains a Default sender column on the aliases table: make one alias the default, or hand it back to the primary mailbox. The co...
The SI Assistant is each member's personal assistant — confirmation cards, live steps, its own settings window and the org defaults
SITP TPASSIST (owner order 2026-10-26). - The assistant window tells AIService it shows confirmation cards, so the assistant works with every tool the member'...
Shift reports settings tab and a person's own choice
Owner order 2026-10-26 (TPSHIFTREPORTS): no more empty clock-in/clock-out reports from SIs. - /settings/ai?tab=shift-reports (menu entry + landing card; SI work...
Background sound settings, an SI's speaking style and voice consent (voice realism VR2)
- Settings > Super Intelligence > Background sound (D7): the soft room sound callers hear under the SIs' voices, for the organization and per department, jo...
An SI's identity check pops up on every session: was this you?
Owner 2026-10-26: direct orders reaching an SI by phone, text, outside email, website chat or in a meeting are confirmed by the member in Kamo first. SiAuthRequ...
The call recap page, and the SI's recap options in Calls and meetings (TPRECAPS)
/ai-calls/recap/<call> is what the supervisor's recap email links to (and a PHI organization's secure link): who was on the call, when, how it went, the SI's su...
The meeting invite option narrows, default no extra limit
Owner decision 2026-10-26: the SI's own access decides who may invite it (anyone on the team when it includes meetings, else only its supervisors); this option,...
Choose who can invite an SI to meetings, on its Call options
Kamo Meet "Invite an SI" (owner order 2026-10-26): Only the people who supervise it (default) / Its supervisors and teammates / Anyone in your organization, wit...
Pipeline shows when each deal and loan opened, and sorts by it
Deals and loans show "Opened <date, time>" in the member's zone. For loans imported from Arive that is Arive's creation time — before, every imported deal sorte...
Prospects — pre-application deals leave the open pipeline
A deal whose loans are all at intake, qualification or pre-approval (no application taken yet) shows under its own Prospects view and count. Open, its KPIs and ...
Pipeline shows pre-application stages, every outcome, and archived loans
- statuses: Application Intake, Qualification, Pre-Approved; Approved Not Accepted, Closed for Incompleteness, Rescinded, Pre-Approval Denied / Not Accepted...
Keep Harmony's Arive Zapier zaps as reusable templates
Sanitized Zap definitions (current loan-level set and the retired lead-level set), the sanitizer, and how to rebuild them for another Arive client.
External MLOS lives on the mortgage market and on each loan
- Settings → POS markets → mortgage market: new "External MLOS" tab (Arive via Zapier, MeridianLink) with connection, stage map, transaction window and the ...
Message patients from the chart, consent first; reminders, confirmations and video visits on the schedule
- Messages tab: contact consent card (texts, e-mail, do not contact — when and how, history), a composer that asks the server before sending (consent, and a m...
E-prescribing — e-Prescribe dialog, e-Prescriptions worklist, setup and pharmacies
- Chart medications: e-Prescribe opens our prerequisite + safety check, then the network's page in a large frame; closing it imports what was sent. Each presc...
Claims office — 837P files for the clearinghouse portal, acknowledgements, 835 review and posting, claim-billing setup
- /patients Claims section (VIEW_CLAIMS / MANAGE_CLAIMS / POST_INSURANCE_PAYMENTS): ready claims → check (problems grouped by where they are fixed, with the ...
Coded pickers — RxNorm, ICD-10-CM, CVX, HCPCS
One keyboard-accessible combobox (ARIA 1.2: activedescendant, arrows, Home/End, Enter, Escape, Tab) behind four thin pickers. 250ms debounce, two-character mini...
One coherent chart — recalls, desk payments, card images, prescription print, video walk-ins
- Chart tabs in clinic order (Summary, Clinical, Visits, Monitoring, Documents, Insurance, Billing, Appointments, Messages, Records), gated per right in both ...
Rename the chart's visit-history fetcher — the schedule already exports fetchPatientAppointments
The front desk can open, register, correct and insure a patient
- Chart page: a front-desk view (Summary, Insurance, Appointments, Messages) for members with a registration/scheduling/billing right and no care relationship...
Visits and notes a doctor's office can run on — documents, printouts
Notes (P0 data loss fixed) - A reopened draft re-reads its text before the editor unlocks; if it cannot be read the editor never opens over it. Signed notes r...
Claims on the chart, honest claim sending, emergency-access review, records office that never reads a failure as empty
- Clinical proxy keeps upstream status codes, Prefer, Content-Location, Retry-After and X-Progress, and streams non-JSON bodies: CCD XML and bulk NDJSON dow...
A front desk that runs a real clinic day
- Practice clock: every day, 'today' and time is the practice's own zone (no UTC days, no browser dates); turns over at the practice's midnight - Day schedule...
The clinical tab reads like a chart — allergies, problems, medications, vitals, immunizations, orders and results, each with inline add
- ClinicalWorkspace: names the visit writes attach to (the patient's open encounter, the member's own first; picker when several; says so when none) and passe...
The invoice shows the Receivables remittance block, as quotes do
The invoice dialog renders the same QuoteRemittanceBlock the quote preview uses, from the seller's Receivables details, while anything is owed. The Receivables ...
Change seats and licenses from a date, with the prorated charge previewed
Change seats & licenses opens a dialog to set: - seats and each add-on's licenses (per-user licenses follow the seats until typed over); - the date it takes e...
Plain-language statuses everywhere; agreed add-on prices and a monthly discount in the order wizard
StatusChip (89 call sites) showed raw codes such as PENDING_APPROVAL; it now shows the dictionary's words (common.statusCodes), or the code read aloud for one i...
Auto-renew and notes work on live subscriptions; card on file and charge card now
- The auto-renew switch sets the subscription's own renewal (it posted a field the draft-only order update ignored) and says when a non-renewing one ends. - N...
Show licenses held and in use where mailboxes and extensions are assigned
Owner rule 2026-10-22: per-user add-ons bill the licenses purchased, and the licenses are the only limit on what may be in use. A LicenseUsageMeter ("4 of 10 li...
Quotes start subscriptions; offline acceptance; tenant orders; plain-language billing
- Quotes: "Add from subscription catalog" fills a row from the live plans/add-ons (name, monthly price, "per user / month" / "per 10 GB block / month") and ke...
The POS proxy passes a PDF or an empty reply through instead of failing it as JSON
The invoice PDF and any 204 went through response.json() and became a 500.
Subscription billing console — invoice drawer, draft editor, payments, market invoicing
Invoices tab: plain-language rows (period, total, amount due, due date, status) open a drawer with the lines, totals, payments received, where and when it was s...
Read subscription invoices, events and agreements under the keys the server sends
The server answers invoices/invoice, events and agreements/agreement; posApi read subscriptionInvoices, subscriptionEvents and subscriptionAgreements, so the In...
The Pipeline's loan officer filter shows faces and opens the member card
Each officer in the filter's options, and the one selected, is their avatar and name wrapped in the shared MemberHoverCard. A click still selects.
The Pipeline's loan officer opens the shared member card
The loan officer on each deal is wrapped in MemberHoverCard, the popup every other surface uses for a member. It opens on hover and keyboard focus; a click stil...
Open deals are always expanded, the loan officer shows their photo, and the loan count reads one way
- Open view: every deal shows its loans, with no expand/collapse control. Past and All stay collapsed by default and expandable. - The loan officer avatar was...
A full-width, full-height HMDA LAR page; readable brand buttons on the loan page
- HMDA LAR: the register is an AG Grid that takes the whole width and every pixel under the header, and scrolls inside itself — the page no longer scrolls. Is...
Back from a loan returns to the screen it was opened from, and a loan always shows its full number
- The loan page's Back was hard-coded to /commerce, which opens the first market's home. Every opener (Pipeline, Board, document queue, applications tab) now ...
A new mortgage Pipeline — open deals first, past ones a click away, and every deal managed from its card
The Pipeline tab under a mortgage market is rebuilt around transactions: - Open | Past | All views (past = completed or cancelled), with counts - headline numb...
A tool menu stays selected on any of its pages and the pages beneath them
The last change lit a tool menu (Mail, Docs, Support, IoT, Settings, Cameras) only when a row's href was exactly the page open, and most rows carried no href at...
Numbers and addresses open their popups, unseen records in plain words, plain labels, rights cases
Approval follow-up 2026-10-21 (controller review of the approvals pane). - The headline draws every phone number and email address the card names (card.conta...
Corner ribbons on every edge, on tabs, and on the top bar's open pages
Following the left-edge round, the other three edges get the same treatment, on a fixed mapping: a top rule becomes a top-left ribbon, a right rule a bottom-rig...
A charter item's tool is behavior; its grant provenance is not
CharterItem gained toolName and the standing-permission provenance (53e6e2cd6), so the compile-time check that every field is listed failed the build. toolName ...
Corner ribbons replace every left-edge accent rail
The System Bugs page went first. This change does the rest of kamo-internal: about 120 files where an item was marked by a coloured rule down its left edge — a ...
Approve and always allow, the named why, the SI's own picture, the org's own colours
Always allow: from the decision bar, the approver picks just this action or the whole kind (in plain words), reads exactly what changes in the SI's job descript...
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