KamoCRM

Live Change Log

Every feature, fix and improvement, posted as it ships. Nothing is held back for a launch.

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6,830
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5,702
Fixes
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July 19, 2026
Fixkamo-internal

Correct the CATALOG_SOURCE ordinal — every rate-sheet upload was rejected

ImageAssocType.CATALOG_SOURCE is id 14 but ordinal 12: the ids skip 6, so id is not ordinal+1 past SYSTEM_WIDE. The panel sent 13, which is out of range for a 1...

kamo·3mo ago
July 18, 2026
Featurekamo-internal

AI Sales Agents tab + per-channel agent assignment

Builds out /settings/ai?tab=sales-agents (was a stub): orgs create agents for their sales industry, either from a built-in template or by writing the training c...

kamo·3mo ago
Refactorkamo-internal

Translate the steward console panels; drop the label escape hatch

Catalog, Identifiers, Ingestion, Loan Sale Desk and the Pipeline table rendered hardcoded English inside a console whose other screens were fully translated. Al...

kamo·3mo ago
Fixkamo-internal

Resolve the k1m1 npm registry host inside the build container

kamo-internal has not deployed since 2026-07-16: every build died in npm ci with ENOTFOUND k1m1 while fetching the private @kamo/* packages, which package-lock....

kamo·3mo ago
Refactorkamo-internal

Use next-intl keys for the Mobile Devices strings

Swaps the literal labels added with the Devices sub-tabs for **************** and .mobileDevices.* keys, now published in the translation dictionary (CI fans th...

kamo·3mo ago
Refactorkamo-internal

Fold Document QC into Documents & Conditions; PDF ingest notices

Document QC had its own steward screen for work that is the same documents, on the same loans, done by the same reviewer. Splitting it across two tabs made some...

kamo·3mo ago
Featurekamo-internal

Split Devices into "Phone System(s) Devices" + "Mobile Devices"

The Devices tab now has two sub-tabs. The existing PBX/softphone hardware table moves under "Phone System(s) Devices" unchanged; the new "Mobile Devices" tab M...

kamo·3mo ago
Featurekamo-internal

Ingestion panel accepts spreadsheets, not just CSV

The extractor now reads .xlsx/.xls and sniffs the format from the file itself, so the picker no longer restricts to CSV and the copy says plainly what is readab...

kamo·3mo ago
Featurekamo-internal

Steward Ingestion tab + the Catalog/Identifier proxy routes that were missing

Rate-sheet ingestion existed end-to-end in the backend and none of it was reachable. This adds the one surface that walks the whole chain: upload an investor's ...

kamo·3mo ago
Featurekamo-internal

Steward Identifiers tab — resolve an external number to its loan

New Identifiers tab in the mortgage steward console: paste an external number (loan number, MERS MIN, DU/LP/GUS case file, e-sign envelope...) and resolve it ba...

kamo·3mo ago
July 17, 2026
Fixkamo-internal

Filter non-ACTIVE members from live-participant pickers

Defense-in-depth behind the SecurityService gates: never render a non-ACTIVE team member as a selectable/live participant. Add teamMembershipStatus to the membe...

kamo·3mo ago
Featurekamo-internal

View third-party (loan) documents in the steward requirements review

A steward reviewing a THIRD_PARTY requirement (appraisal/title/flood) can now open the satisfying document. New binary Next.js route streams the per-loan authz'...

kamo·4mo ago
Featurekamo-internal

View/Download vault documents in the account docs tab

Turns the conditions/docs stage into a real review loop. The member-documents proxy route now passes through non-JSON (binary) upstream responses instead of tex...

kamo·4mo ago
Featurekamo-internal

Steward Catalog tab — seed a priceable bundle + inspect the catalog

New Catalog tab in the mortgage steward console: seed a tenant's first priceable bundle with REAL investor + product identities (unblocks pricing), and inspect ...

kamo·4mo ago
Featurekamo-internal

Loan-sale desk UI — the terminal capital-markets steward screen

LoanSaleDeskPanel in the Capital & Risk Command Center: list investor delivery commitments (status filter), open a commitment **************** and per-commitmen...

kamo·4mo ago
Featurekamo-internal

Per-loan lock recommendation on the lock desk

Surfaces the RCE lock-vs-wait recommendation (Lock / Lock-with-steward-override / Do-not-lock) with rationale + a 'model uncalibrated -> steward decides' note w...

kamo·4mo ago
Featurekamo-internal

EClose vendor categories on the integrations tab (RON/eNote/eVault/MERS)

Surfaces the four notarized-leg categories with their vendor options (Proof/ DocuSign Notary, DocMagic/Snapdocs, eOriginal/DocMagic, MERS eRegistry/DocMagic) so...

kamo·4mo ago
Featurekamo-internal

Steward audit/write surfaces — signed-doc download, delegation chips, vendor event timeline, AUS waiver/validation, non-QM stipulations, eligible-investor board, funding histogram, closing audit trail, catalog provenance, composer catalog

Residual-sweep UI: executed-PDF Download + delegation display + vendor-order event timeline; Offer-waiver/Record-validation actions on the AUS drawer; non-QM de...

kamo·4mo ago
Featurekamo-internal

Product picker for the non-QM run trigger

Replaces the plain productId input with a product selector populated from the org's active catalog (non-QM products first, NON-QM chip), falling back to the pla...

kamo·4mo ago
Featurekamo-internal

Disclosure void/sync/resend UI, workflow-template authoring, non-QM run, non-doc vendor orders, in-place config edit

Steward console UI for the remaining audited gaps: - #3/#8/#12/#17 DisclosuresSection: Void live native envelopes; 'Refresh status' hydrates per-recipient sta...

kamo·4mo ago
July 16, 2026
Refactorkamo-internal

Consume @kamo/* shared libs, delete duplicated web copies

kamo-internal now imports the shared TS packages it originally seeded (one - avatarUrlTransform → re-exports @kamo/media-core (getAvatarSizedUrl, transformAva...

kamo·4mo ago
Refactorkamo-internal

I18n the LabelManager software-identity labels via next-intl

Replace literal strings with **************** keys (added to the translation dictionary). English fallback covers locales pending translation.

kamo·4mo ago
Featurekamo-internal

Add install-QR (self-hosted APK) to Setup Mobile App tab

Install/Sign-in toggle: "Install" shows a QR to the signed release APK on the new phone can download+sideload it; "Sign in" keeps the password-gated OTK flow.

kamo·4mo ago
Featurekamo-internal

Web Chat Integration design customizer + live preview

Adds a Customize dialog to the Web Chat Integration tab: an editor form (colors, copy, layout, behavior, AI prompt) on the left and an instant, non-interactive ...

kamo·4mo ago
Featurekamo-internal

Web Chat Integration tab — list, create, snippet (BFF + UI)

Phase 2 core of the Web Chat Integration settings tab: BFF routes proxying to the Phase-1a MediaService CRUD, a typed client, and the /settings/features/chat ta...

kamo·4mo ago
Featurekamo-internal

LabelManager software identity UI + internal tab title

- Company Info: software name/short-name + login/register name + tab-title selectors - Branding: software full/simple logo uploads, override toggles, and per-su...

kamo·4mo ago
Featurekamo-internal

3-stage org onboarding guidance (create → finish DNS → enter)

Generalize the first-org hero into a single stage-aware guidance panel keyed on the member's owned-org count + DNS status (from /api/security/org/my-networks): ...

kamo·4mo ago
Featurekamo-internal

Dual company/software resolver + delivery + consumption

- Organization.ts: deliver software identity + per-surface selectors via OrgContext - brand.ts: **************** (+ vitest, 8 cases) - ThemeLogo: logoSoftware/l...

kamo·4mo ago
Featurekamo-internal

First-org CTA hero for members on the platform org

Show an onboarding hero at the top of the home launchpad inviting a KamoCRM-platform member (not a team member) who hasn't yet created a child org to spin up th...

kamo·4mo ago
Fixkamo-internal

Tightly-cropped Copilot icon + bare NavPri entry

Added a trimmed icon.png (glyph fills ~82% of the frame) and pointed the home pill, NavPri entry, Interaction Center tab, and QR center at it. Stripped the NavP...

kamo·4mo ago
Featurekamo-internal

Add "Access Copilot Mobile App" entry points on home + NavPri

Both surfaces dispatch an `open-interaction-center` event that NavTop listens for to open the Interaction Center on the Setup Mobile App tab. Home shows a label...

kamo·4mo ago
Featurekamo-internal

Password-gate the QR, single-line tab, logo-left header, 10-min code

- Member must re-enter their password (server-verified via /api/mobile-access-otk, which mints the OTK only on success) before the QR is revealed — prevents s...

kamo·4mo ago
Featurekamo-internal

Setup Mobile Access tab — QR to install + auto-configure Mobile Copilot

New 3rd tab in NavTopPanel (gated by ALLOW_MOBILE_ACCESS right): shows a branded QR encoding a short-lived OTK deep link (kamocopilot://configure) that signs th...

kamo·4mo ago
July 15, 2026
Featurekamo-internal

Closed-loan auto-trainer panel on the platform Document AI tab

Top-level owners can run + monitor the MeridianLink closed-loan trainer across every tenant from Settings → Platform → Document AI. Per-org rows show status, lo...

kamo·4mo ago
July 14, 2026
Featurekamo-internal

Platform review queue on the Document AI tab

The Document AI tab now hosts the cross-tenant review queue: low-confidence extractions from every lender, lowest-confidence first, with inline confirm/correct/...

kamo·4mo ago
Featurekamo-internal

Platform "Document AI" configuration tab

Adds a Document AI tab to **************** the auto-apply confidence threshold, the registered fine-tuned model id, the platform-wide training-corpus size + per...

kamo·4mo ago
Featurekamo-internal

Org-wide "Document QC" steward sub-tab

Adds a Document QC console to the mortgage steward strip (?sub=docqc): the org-wide queue of low-confidence AI extractions grouped by loan, with inline confirm/...

kamo·4mo ago
Featurekamo-internal

Steward Document-QC review box on the application detail

Adds a "Document QC" section to the loan detail: the queue of low-confidence AI extractions with confirm / correct / reject per field (each decision trains the ...

kamo·4mo ago
Featurekamo-internal

Wire CRM Integration tab to real data

Replace the mock CRM tab with a live reverse-phone-lookup panel. - Resolve the active call / dialpad number to a CRM lead via leadsApi.searchByPhone (new ?pho...

kamo·4mo ago
Featurekamo-internal

Add "unblock forever" option for blocked external images

The external-images gate now offers two actions: Unblock (this message, as before) and Unblock forever, which displays external images in every message going fo...

kamo·4mo ago
Fixkamo-internal

Load history via per-tab OTK path + retry/error UI; drop preview toggle

- Root cause of empty chat history on long-lived tabs: media proxy routes forwarded only the *** cookie (lapses ~30min) instead of the per-tab X-***-Token; ...

kamo·4mo ago
July 13, 2026
Featurekamo-internal

Missed-message email deep links, auth-continuity stash, unread chat auto-popup, notification settings

DeepLinkToolBootstrap opens ?openChat/?openTicket tool windows (params survive the login round-trip via a sessionStorage stash captured pre-auth and preserved a...

kamo·4mo ago
Docskamo-internal

Update Microsoft 365 setup instructions for Graph app-only

The M365 help described registering a per-org Azure app (client secret, redirect URI) — stale: Kamo uses one platform-verified multi-tenant app, so customers ju...

kamo·4mo ago
July 11, 2026
Fixkamo-internal

Never render literal "null" in lead view header name

The header and headerName memo built the contact name with template literals, so a NULL middle/last name stringified to the word "null" (e.g. "Sage null"). Buil...

kamo·4mo ago
July 10, 2026
Featurekamo-internal

Member tooltip shows last active datetime + time ago

Interaction Center member rows now show a two-line tooltip: availability status plus when the member was last active — 'Active now' while online, otherwise 'Las...

kamo·4mo ago
Fixkamo-internal

Reply-all no longer CCs yourself; blank lines survive send

Reply All excluded only activeMailbox.emailAddress, which is unset on the default personal mailbox view — so your own address (from the original To:) landed in ...

kamo·4mo ago
Featurekamo-internal

Company NMLS ID field in org Company Info

Edit + read row + hydration + PUT (nmlsId). Feeds the borrower portal footer trust pill and the originator projection's company NMLS.

kamo·4mo ago
Featurekamo-internal

Mortgage fields as 3 column panes on the Client Lead Data tab (reuse form via layout prop)

Add layout?: 'tabs' | 'panes' to MortgageFieldsComponent (default 'tabs', byte-identical to the existing Mortgage Workshop rendering). editControls, loanFields,...

kamo·4mo ago

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