Masonry layout so mixed-height option cards pack without ragged gaps
Leaf cards are short and parent cards vary with their sub-item count (Calculator has 9 modes, VoIP 2), so a uniform grid left big gaps under the short cards in ...
Originator/transaction-first columns (@Order 90)
Additive nullable columns + org-unique transaction-number index for the MLOS originator/transaction refactor: mlos_loan_transaction (transaction_number + assign...
Originator/transaction-first schema — LO assignment, WORM freeze, deal-scoped docs
Backbone for the system-managed-originator + transaction-first refactor (spec 2026-07-08): - LoanTransaction: transactionNumber (org-unique) + assignedLoanOffic...
Add missing account-assign proxy route
The lead-account assign/unassign UI called POST/DELETE **************** but the Next.js proxy route was never created — so requests 404'd and surfaced as "Unkno...
Add Product filter dependent on Vendor
Adds a Product filter to the /leads filter bar, immediately right of the Vendor filter. It behaves like the Status/SubStatus pair: disabled until a vendor is se...
Shared AusEngineClassifier — one source of truth for the §8.2 agency mapping
The program→engine, run→engine, and decision→gate mappings were local to **************** The capital-markets lock-stage AUS hard-stop needs the identical class...
Robust vision provider/model selection across vendors
Two-pass selectVisionProvider: prefer any org provider that has an active vision-capable model adapter already emits image_url content and reports supportsVisio...
AI auto-tag + caption UI; provider cost-tier/vision settings (P3)
Settings → AI → Providers: each provider gains a Cost tier (Light/Medium/Heavy) select and a Supports vision toggle (+ list chips). Materials drawer: 'Suggest t...
Provider cost-tier/vision passthrough + internal one-shot vision endpoint
AiProviderController reads/echoes costTier + supportsVision. ProviderRoutingService gains selectVisionProvider(orgId, tier). **************** runs a one-shot vi...
AI auto-tag + caption via org's providers (P3)
MaterialAiController POST **************** verifies ownership, mints a short-lived signed material URL, and calls AIService's internal vision endpoint (org's ow...
AiProvider cost tier + vision flag (two orthogonal capability axes)
Adds costTier (LIGHT/MEDIUM/HEAVY via new AiProviderTier enum) and supportsVision boolean to AiProvider, so integrations can pick how expensive a provider to us...
Persist "display external images" server-side instead of localStorage
The choice now comes from the message's server-recorded remoteImagesAllowed flag and is saved via POST **************** so it's durable and consistent across de...
Server-side "display external images" consent
Replaces the client-local (localStorage) remembering of the external-image choice with a durable per-member record. New RemoteImageConsentService (fail-soft rea...
EmailRemoteImageConsent entity + repository
Member-scoped record that a member has chosen to display external (remote) images for a specific message, keyed by member_id + normalized RFC Message-ID (unique...
Add INVESTOR_PRICE column to rate_locks + loan_pricing_snapshots
@Order(80) idempotent ADD COLUMN IF NOT EXISTS (DECIMAL(9,4), matching the price-to-100 grids) so the MLOS RCE can record the true non-par investor execution pr...
Record the true non-par investor price on RateLock + LoanPricingSnapshot
The binding rate-lock-of-record and its bound quote carried only rate + lockDays; discount/origination points were left null, so the core entities read PAR whil...
Parent options expose their sub-items instead of being single links
Mail, Docs, VoIP, Calculator and Support are nav options that open a sub-menu rather than navigating, so on the home launchpad they must not be a single link. E...
Persist OAuth provider selection immediately so the switch sticks
Selecting Microsoft 365 / Google Workspace / Zoho only navigated to the connect screen without saving, so leaving before completing OAuth reverted to the previo...
Scope KamoMail mailbox/domain listing to the org's own domains (cross-tenant leak)
SECURITY: **************** ran 'SELECT email FROM virtual_users' (and **************** 'SELECT name FROM virtual_domains') with no org scoping, so mailbox/domai...
Let admins connect RingCentral on a member's behalf
On another member's phone settings, an admin with manage-VOIP rights (canManageVoipConfig) now sees Connect/Reconnect/Disconnect for the member's RingCentral ac...
Allow admins to connect RingCentral on a member's behalf
The per-member RingCentral flow was self-serve only, so an admin managing another member's profile saw "they must connect it themselves". Sysadmins commonly cre...
Remember "display external images" per message
The unblock choice lived in the renderer's local state, but switching messages unmounts/remounts the iframe renderer (the reading pane shows a loader between me...
Usage analytics + Insights view (P2)
Records **************** events and an Insights dialog with org totals + the most-used materials (by downloads + previews).
MaterialAnalyticsController — record events + aggregates
POST **************** (record) + GET /analytics (per-material counts by type + org totals).
MaterialEvent entity+repo (usage analytics)
Append-only usage events **************** with a per-(imgId,type) aggregate query. Table MATERIAL_EVENTS (targeted CRDB DDL; KI auto-scans).
Approval workflow UI + load-all filtering (P2)
Status control in the drawer **************** status badge on tiles, and a status filter in the toolbar. Also loads all material pages up-front (capped) so sear...
MaterialReviewController — status map + set-status
GET /api/media/materials/reviews (org-wide imgId→status map) + POST to set a material's status (validated, reviewer-stamped, upsert).
MaterialReview entity+repo (approval status side-table)
DRAFT/PENDING/APPROVED/ARCHIVED per material, keyed by imgId (imaging schema untouched). Table MATERIAL_REVIEWS (targeted CRDB DDL; KI auto-scans).
Treat ACTIVE status as connected in OAuth provider configs
The Microsoft 365 / Google Workspace / Zoho config views gated their connected state on providerStatus === 'CONNECTED', but the backend EmailProviderStatus enum...
Persist selected OAuth provider on callback so it stops reverting to KamoMail
Switching an org to Microsoft 365 (or Google Workspace / Zoho) never stuck: the OAuth callback stored tokens and only flipped status on a pre-existing provider ...
Per-member RingCentral connect + softphone web-phone v2 fixes
Softphone SDK fixes (ringcentral-web-phone is v2.4.0, not the v0.x the adapter targeted — the old wp.userAgent.* usage threw on init): - Rewrite RingCentralPhon...
Per-member RingCentral OAuth identity + softphone SIP fixes
Softphone SIP credential fixes: - getSipCredentials: map outboundProxyBackup + stunServers (web-phone v2 needs them for WSS failover + ICE/media); throw Provi...
Add MemberVoipOAuthToken for per-member RingCentral connections
Per-member OAuth token keyed (memberId, provider, instanceId) backing extension-scoped RingCentral operations — softphone sip-provision plus the member's person...
Collections/campaigns UI (P2)
Left-nav Collections section (create/select/delete), campaign filter on the collection view, and a collections editor in the detail drawer (add/remove material,...
MaterialCampaignController — CRUD + item map + add/remove
/api/media/materials/campaigns: list/create/update/delete, GET /items (org-wide imgId↔campaignId map), POST /add + /remove with org-ownership checks.
MaterialCampaign + item entities/repos (collections)
First-class named collections grouping materials across folders. Tables MATERIAL_CAMPAIGNS + MATERIAL_CAMPAIGN_ITEMS (targeted CRDB DDL; KI auto-scans on next r...
Tags UI + access-level control (P2)
Tags (org-scoped, cross-cutting): tag chips on tiles, a tag filter bar (AND across selected), and a tag editor in the detail drawer (assign/remove existing, cre...
MaterialTagController — tag CRUD + assign/unassign + assignment map
/api/media/materials/tags: list/create/delete tags, GET /assignments (org-wide imgId↔tagId map the workspace joins client-side), POST /assign + /unassign with o...
MaterialTag + assignment entities/repos (org-scoped tags)
Flat, cross-cutting tag axis over folders for marketing materials. Tables MATERIAL_TAGS and MATERIAL_TAG_ASSIGNMENTS (created via targeted CRDB DDL; KI auto-sca...
Managed public links UI (P1) — create/expiry/revoke/view-count
Detail drawer gains a 'Public links' panel (ShareLinkManager): create a durable link with an optional label and expiry (1h/1d/7d/30d/never), copy it, see its vi...
Managed public-link endpoints (create/list/revoke) + tracked serve
Adds POST/GET /api/media/materials/links and DELETE /links/{id} backed by MaterialShareLink, and resolves managed tokens on the public GET first (checking revok...
MaterialShareLink registry entity + repo (managed/tracked public links)
Backs revocable, expiring, view-counted public links for marketing materials — persisted so links can be listed, revoked, and counted (vs. the stateless HMAC on...
Add right-click / long-press context menu to conversation-view rows
Completes the list action menu across both view modes. Conversation rows now open the same shared menu on right-click and touch long-press with thread-level act...
DecisionGate.appliedThreshold exposes the actual confidence bar
The gate internally applies max(tenant override, safetyFloor, stage floor) but callers only had the pre-gate tenant wall. appliedThreshold returns the true bar ...
Resolve welcome-email logo from the org theme host, not the apex
Header/footer logos in system emails (welcome/verification) were built as **************** — an apex path that only exists on the Kamo marketing site, so for cu...
Enterprise Materials workspace (P0) — folders, search, bulk, real preview, shared email composer
Replaces the flat 200-item grid with a full document workspace over the existing imaging backend (which already supports folders, trash, sharing, history, bulk ...
Overhaul /messages — iframe rendering, list context menu, threading, races, a11y
Implements the audit of the /messages page end-to-end. Reported issues: - Reply/Reply All/Forward buttons now show text labels; removed from the more-actions ...
Source home from the nav registry, add nav cross-highlight, fix settings scroll
The home page was rendering a stale, separately-maintained feature list (Clubhouse, Feed, Reports, Tasks, Network) that isn't even in the nav registry, so it ex...
Only deploy components whose config changed; never needlessly reinstall
deploy-services.yml re-applied every service AND reinstalled cluster operators (cert-manager, KubeVirt, CDI — with 600s waits) on every push to main, so a one-l...
Instrument Panel redesign — accent families, masthead, section-index nav, unified glass card
Redesigns the two most-visited landings into a permission-shaped operator's console. Foundation - Turn on the already-bundled Geist Sans/Mono (were discarded b...
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