Print the full line on the quote, and stop losing work at the mode switch
Two things a quote could not do. The printed line items inside an option card showed a name and an amount, nothing else — no quantity, no unit label, no rate, ...
Re-issue a share link from its row, and stop losing the one-time URL
The Share links list offered no way to view or copy a link, and nothing explained why. Nothing can reveal an existing one — only the token's SHA-256 is stored, ...
Resolve the articles a passage names into link targets
A hub article — "Setting Up Your Organization — A Checklist" is one — exists to send the reader to a dozen others, and names every one of them in plain text. Th...
Ask whether the guests should be told, and how
Adding a guest to an event did not tell them, and the dialog never said so. The only thing that ever wrote to a guest was a reminder — which reaches a colleague...
The columns that let an event invite its guests
Three on calendar_events, because whether a meeting invites people belongs to the meeting rather than to the moment it was saved — an edit six weeks later that ...
Send the meeting invitation the guest list implied
Adding somebody to an event's guest list did not tell them. Only a reminder ever wrote to a guest, and a reminder reaches a member in-app and an outside address...
Let an event invite its guests, and put it on their calendar
Saving an event told nobody. The guest list was materialized and the audience stored, and the people on it heard nothing until a reminder fired — which reaches ...
A member address signs you into its own org, not every org
A member who signs in with the org mailbox flagged Primary on their member settings was being offered every workspace their user account belongs to. The address...
Enforce the platform's visibility, and let it be edited
GET/PUT /api/security/reports/catalog, both gated on MANAGE_REPORTS on the platform spine. The list comes from the REGISTRY, not the override table: an operator...
Decide who sees each report, from Platform Administration
A Reports tab on the Configuration console, gated by MANAGE_REPORTS on the platform spine — which is also, with no further work, a row in the Manage Rights dial...
Give the quote billing choice a screen to live on
The org-wide setting deciding whether a quote is billed each period or in full up front has existed on OrgPOSConfig for some time, and the endpoint that writes ...
Let the platform decide who may see each report
MANAGE_REPORTS, appended to PlatformRightType, and a REPORT_CATALOG override row per report holding one of ALL_ORGS, PLATFORM_ORG_ONLY or PLATFORM_ADMIN_ONLY. ...
Show the whole term when the seller bills up front
The card led with the recurring rate regardless, so a customer signing a three-year deal payable at signing saw a monthly figure and a separate total below it. ...
Lead with the whole term when the bill is due up front
An org that charges the committed term at signing saw the monthly rate on its own three-year quotes. The quote now carries the basis it was raised under, and th...
Commerce_quotes.billing_basis
The per-quote snapshot of the org's quoteConversionBilling choice, so a quote keeps the terms it was raised under after an administrator changes the setting. Nu...
Bill the whole term up front, and say so on the quote
An org that charges up front saw the monthly rate on a three-year deal. The setting deciding that already existed — **************** — but it reached only Quote...
Tick SecurityService's scheduled-report sweep
Every five minutes. A schedule is set to the minute, so a finer tick buys nothing a member would notice and a coarser one makes an 8:00 report arrive at 8:15. ...
Run the reports that are due, and send them
One internal endpoint, X-Internal-Auth gated and constant-time compared, that DaemonService ticks. The cron stays in the daemon because it is replicas: 1 with s...
Let a transactional send carry one attachment
Added for scheduled reports, which are a rendered PDF or workbook that has to reach people who may have no account — a link would not be a delivery for them. T...
The email a scheduled report arrives in
REPORT_SCHEDULED, registered in CANONICAL_KEYS — absent from that list a template is a permanent 404, whatever files exist beside it. The body states the data ...
The lists a share dialog picks from, and a share target that fits every id
GET **************** returns the organization's people, departments and roles as picker options, in one call and in one shape. Built on the reporting option pro...
Step through every search hit, not only the newest
The search at the top of a chat window marked every occurrence of the query and then scrolled to exactly one of them — the newest — with nothing to say how many...
A service-work report, and a share target that fits every id
ServiceWorkReport is the tenth seed report and the one that makes row-level scope real rather than merely present. Commerce carries the platform's own/all pair ...
Pin the well-known folders to the top of the sidebar
Inbox, Drafts, Sent, Junk, Trash and Archive stop moving. They hold that order at the top of the folder list, and everything the member made sits underneath und...
Rebuild the index as a map of the product
It was one recursive list of all three hundred articles, indented by depth. Everything was on the page and nothing was findable, and the page weighed 3.9 MB. T...
The Report Studio — a library, and one renderer for every report
/reports is a shelf, not a card grid: two hundred identical rounded boxes is a wall to scan, and a row gives a report's name room to be read. Saved views nest u...
Run, export and schedule the Report Studio's reports
The service half of the framework: the catalogue, the run, the pickers, four exporters, saved views and schedules. Authorization is explicit on every path, bec...
The Report Studio framework, and nine reports built on it
A report is now a Java class here and nothing anywhere else. ReportDefinition describes what a report is, what it may be asked, which columns it has and how eac...
The importer, and three things it taught us
Publishes the corpus by driving the real KBService API rather than writing rows -- a direct INSERT skips the version row, the kb.article.published event that is...
Persist a market's quote-contact rule, and refuse a half-stated one
The DTOs carried quoteContactMode and quoteContactMemberId but no writer read them, so the setting round-tripped through the form and was silently dropped. Both...
Choose who a quote names as the customer's contact
The market dialog gains "Quote's Future Contact" under Enable quotes: the lead's assigned agent, a choice made per quote, or one explicit person picked with the...
Honour a market's contact rule wherever a quote names somebody
The staff detail, the staff preview and the customer's own page now resolve the contact through one method, so they cannot disagree about who is printed on the ...
The article corpus, and the pipeline that builds it
307 articles across 16 categories and 29 sections, from the 248 draft articles under Documentation/ plus 59 written here: every category and section landing pag...
A market decides who a quote names as the customer's contact
QuoteContactMode gives a LeadMarket three answers: the lead's assigned agent (resolved per read, which is what every quote does today and what a null column mea...
Columns for a market's quote contact and the per-quote snapshot
A market names its answer in QUOTE_CONTACT_MODE (+ QUOTE_CONTACT_MEMBER_ID when that answer is one explicit person), and each quote keeps the contact it was rai...
Curate an article's related articles
KbRelatedPanel is one component in three places: it curates in the composer and the editor, and reads back on the article view. Adding an article here also adds...
Related articles, and a public path that keeps the tree
Three things, all reaching the same page. Related articles. KbArticleRelationService owns the symmetric "see also" links: list, set, suggest, and a clear that ...
Migration for KB_ARTICLE_RELATIONS
Mirrors KbArticleRelation in kamo-shared-library. Written explicitly rather than left to ddl-auto so the UID and DATE_CREATED defaults live in the database, whi...
Article-to-article relations
KB_ARTICLE_RELATIONS holds the curated "see also" links between articles in one knowledge base. Rows are per direction and the pair is kept symmetric by KbArtic...
Page and search the org directory, and stop two row builders drifting
The networks endpoints answer with the whole set in one body. That is fine for a member of a dozen orgs and impossible for an operator on an estate meant to rea...
Starter base up $10 on every term
69 / 59 / 49, from 59 / 49 / 39. The commitment ladder is untouched by design — still exactly $10 off for a year and $20 for three — which is the standard every...
The running offer, on Plans & billing and on the launchpad
The console quoted list prices while kamocrm.com advertised a third off the same plan, because nothing in kamo-internal could see that an offer existed. It now ...
Serve the running offer, and say whether a seat is actually PAID for
Adds GET /markets/{id}/promotion. There was no way for an in-app buying surface to know an offer was running at all — the marketing site read promotions through...
The offer reaches the hero and the pricing strip
The hero had a countdown ribbon already, and it had been rendering NOTHING since the catalog moved to a percentage: `pickHeroOffer` filtered on FLAT_PER_SEAT be...
A three-term commitment rail, and a promotion the page can prove
New prices: Starter $59/$49/$39 and Business $119/$109/$99 per seat per month on monthly, yearly and three-year terms. The rail replaces the monthly/annual pair...
Sell the three-year term, and stop four copies of the cycle drifting
The billing cycles were typed out by hand in five places. One of them, the plan-pricing editor, offered "BIENNIAL" — a value the server has never had — so choos...
Bill the three-year term, and quote its rate to the console
BillingCycles gains TRIENNIAL, expressed to Stripe as three YEARs rather than thirty-six MONTHs so the renewal tracks the signup anniversary — the same reason A...
A three-year term, and the promotion rules that were never read
Adds BillingCycle.TRIENNIAL so a subscriber can commit for three years. The column is varchar with no CHECK constraint anywhere, so this needs no migration — bu...
Show the report title in Send To AI, editable
The dialog let an operator edit the instruction and the description but never showed the title, and the title was not in the message either — the session at the...
Put the report title in the message, and let it be corrected
A dispatch composed the operator's instruction and the bug description with the separator between them. The title was never in it, so the session opening the me...
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