Bulk-email recipient resolution + department contact fields
- **************** POST /api/security/marketing-email/ recipients/resolve turns lead/account/application IDs into email recipients. Gated on MANAGE_BULK_EMA...
Shared-lib support for bulk-email recipient resolution + company contact email
- **************** contactEmail branch (company contact email editable via PUT /api/security/org, used as company-scope campaign From) - ApplicationRepository...
Bulk email campaign backend — provider, dispatcher, compliance, realtime
Backend for org-level bulk email campaigns, entirely separate from the everyday email provider so it can't be throttled/blocklisted alongside business mail: - ...
ECOA/FCRA adverse-action notice scaffolds + satisfy-timer
The issuance mechanism's shared-lib half. ComplianceTimerService gains **************** — flips only ARMED ECOA_AA timers to SATISFIED (leaves COUNTEROFFER/INCO...
Add Master Machine remote-desktop launcher (god-gated)
Third one-click desktop next to Linux/Windows: navRegistry entry (ComputerIcon), 'master' target through openKamoDesktop + the SSO proxy route, and dispatch in ...
Add "master" target for Master Machine SSO deep-link
buildAutoConnectUrl now mints a Master Machine connection (KAMO_GUAC_MASTER_HOSTNAME, default 192.168.4.46); included in every token for session reuse. Kept in ...
Add "Master Machine" (kamo-dev-1) RDP device to Guacamole
Local Kubuntu workstation shares its live Plasma/Wayland session over RDP via KRdp. Adds an idempotent bootstrap SQL connection (192.168.4.46:3389, sage/shared ...
Bulk-email campaign foundation entities + department/org contact fields
Adds the shared-library foundation for org-level bulk email campaigns: - OrgBulkEmailProviderEntity (separate from everyday provider; UNIQUE org_id) - EmailCamp...
Notify the ASSIGNED steward of a routed decision, via email
DECISION_ROUTED's steward notification was a record-only no-op: StewardNotifier fanned out over SMS to a static CSV **************** that is empty by default, a...
STEWARD_TASK_ROUTED canonical template
The routed-decision steward notification needs a canonical email template. Registers STEWARD_TASK_ROUTED in CANONICAL_KEYS with its json/html pair; body carries...
Gateway relay to mint a MERS MIN for a closing package
POST **************** ownership-checked (requirePackageOrg) so a steward mints only for their own tenant. The upstream reads the 7-digit MERS Org ID from the te...
Date-of-birth on lead view + create form
Adds a "Date of Birth" field under Primary Contact on /leads/view/[id] using a MUI DatePicker that opens to the year grid first (openTo=year, disableFuture, min...
Accept and gate contact date-of-birth (DOB)
Maps `dateOfBirth` in the manual-import and vendor-intake field switches with a lenient multi-format parse (ISO plus common US M/d/yyyy forms; unparseable value...
Add nullable contact date-of-birth to Lead
Adds a contact-level `dateOfBirth` (java.time.LocalDate, DATE column) to the base Lead: entity + Create/Update/LeadDTO (fromLead), copied in LeadService create/...
Pin CockroachDB to v24.2.4 to avoid v24.3 no-license txn throttle
v24.3 (and 24.2.5+) enforce the new CockroachDB Software License; with no license key the cluster throttles to 5 concurrent open transactions cluster-wide. A v2...
Author document-requirement overlay rules from the steward console
The "what documents does this loan need" rule matrix had no authoring surface. This adds a Document-requirement rules section to the Documents & Conditions scre...
Pin RDP color-depth so KamoDesktop SSO reuses one xrdp session
The god-via-kamo-internal SSO path defines its Guacamole connection inline in the json-auth token, so the color-depth pin must live here too (kept in sync with ...
Pin RDP color-depth + reap xrdp sessions so god reuses one desktop
xrdp 0.9.24 keys sessions on <user,bpp> (Policy=Default) and never reaps disconnected ones (KillDisconnected=false, DisconnectedTimeLimit=0). The RDP user is al...
Relay document-requirement overlay-rule authoring
Relays POST/GET/retire on **************** to MLOSDocService, with organizationId server-stamped from the operator session so a steward authors and lists only t...
Author conditional LLPAs from the catalog panel
Adjustments could not vary by borrower: MlosAdjustmentCondition had no writer, and the pricing engine treats an adjustment with no conditions as always-applies,...
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...
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