Add Marketing to the security-model app editor
The model editor's app list (SERVICE_TYPES) is a hand-maintained mirror of ServiceType.java and was missing MARKETING — so Marketing had no row in the apps tab,...
Show Canva actions only when Canva is usable
The page previously offered Create/Import/Generate-in-Canva next to a "Canva isn't set up" notice — incoherent. Now the toolbar reveals progressively by Canva s...
Recurring generation schedules UI
ScheduleManager: create/list/delete schedules (recipe + daily/weekly/monthly + hour/day + optional auto-post targets + caption); launched from Materials, gated ...
Inline expandable Whisper transcript on softphone voicemail + call-history rows
Each recorded row (voicemail and call history) gets a 'Transcript' toggle that fetches the recording's Whisper transcript on demand and shows it inline, so memb...
Save + reuse autofill recipes
TemplateAutofill: "Saved recipes" chips load a template + prefilled mapping; "Save as recipe" persists the current template + field values org-wide. + canvaApi ...
Add Material ID field to create form, details page, and imports
Threads a nullable materialId (max 40) through the Lead type, leadsApi (create + update wire requests), and the shared leadFields system-field list — which driv...
Enterprise autofill UI — data-merge brand templates
TemplateAutofill: pick a Canva brand template, fill each field with literal text, an org/compliance token (NMLS #, Equal Housing disclosure, org name/phone/ web...
Social attach + email-a-material + public links
Distribution for marketing materials, built on the new signed public-URL seam. - materialsApi.publicLink(imgId) + /api/materials/link proxy - Materials: "Copy ...
Delete + preview + import-file-to-Canva
- delete a material (gated on MANAGE_MATERIALS) with confirmation - click a thumbnail to preview it in a lightbox - "Import a file" turns a PDF/PPTX/image into ...
Stop double-appending ?target in the SSO proxy route
forwardToApi already forwards the incoming query string, so passing the path with ?target= produced **************** -> target='linux?target=linux' -> 400 'Unkn...
Calendar integration for scheduled meetings + real recording storage meter
- calendarIntegrationEnabled: when on, a scheduled clubhouse meeting is also added to the creator's calendar (via the existing calendar system) carrying the ...
Marketing app, settings hub, Canva materials
Make Marketing a first-class org-enableable app and ship the Canva-powered Materials experience. App-enablement: - AppType.MARKETING mirror, Organization.isMar...
God-only KamoDesktop icons (Linux + Windows) opening auto-connected sessions
Two nav icons left of Analytics, shown only to god-eligible members (isGod added to NavGateContext). Each fetches a short-lived SSO link from SecurityService an...
Org-scoped room names, room-name format, calendar Kamo meetings, start reminders; i18n settings
- useMeeting/MeetingDialog: room names are now namespaced by org token so two orgs can never collide into the same Prosody conference, and honor the org's r...
Show member availability in chats list; rename tab to Directory
1:1 chat rows now surface the counterpart's live presence + availability the same way the Directory tab does — same useAvailability/usePresence sources and the ...
Sign invited members into meetings via click-time OTK join links
Invite links (chat + email) previously embedded a bare meet-room URL, so recipients landed as anonymous guests instead of themselves. An OTK can't be pre-embedd...
Sub-tabs for chat groups, remember last-open tab
The chats list filtered by a row of multi-select pill chips that looked out of place under the Chats tab. Replace them with a single-select sub-tab bar (one tab...
Move status editor onto the tabs row; note callback auto-note
- Status/sub-status editor now shares the primary-tabs row: tabs left, status aligned right (removes the separate row under the action buttons). - Callback di...
Show member avatars in the Chats tab
MediaService returns chat-session member avatarUrl=null by design (avatars are resolved on the frontend), but the Chats tab never resolved them, so it always fe...
Readiness banner refreshes with the Refresh button and never shows an empty market name
Two follow-ups on the MLOS default-lead-source readiness banner: - Refresh (IconButton) now also calls loadMlosReadiness(), so surfacing a newly-created marke...
Explain when email isn't configured; gate compose
The /messages inbox previously rendered its full shell even when the org had no email provider or the member had no mailbox, silently failing every API call. Ad...
All-types Chats list + browser-tab attention
Chats sub-tab now lists member, group, support and social conversations together, most-recent first, with a multi-select filter (Team Members / Members / Social...
Finish lead-view header actions + callbacks
- Header: split Call into Call (Work)/Call (Personal) opening the softphone (hidden when the member has no registered extension), Email opens the composer, ...
Explain why the MLOS default-lead-source control is hidden instead of silently dropping it
On the vendors-products tab the "designate default lead product" control is gated on mortgage-vertical readiness — POS enabled, an active MORTGAGE commerce mark...
Create a session for group chats opened by memberIds
ChatTool ignored props.memberIds: a group open arrived with an empty userId and no sessionGuid, so the 1:1 createSession bailed early and the window never got a...
Stop duplicate chat popups for the same conversation
The tool-window dedup only exact-matched a single userId key against an async-mirrored windowsRef, so the same 1:1 chat opened twice: - userId from a member ro...
Show all enabled-app permission groups in job title & department editors
JobTitleManager and DepartmentManager only ever rendered two permission groups — General and CRM — so **************** rights were invisible and uneditable ther...
Refresh provider status when OAuth popup closes
The provider now redirects to the api-gateway callback (a different origin), so its postMessage may not pass the opener origin check. Re-fetch real provider sta...
My Docs uses MY_DOCS ordinal (3), not enum id (4)
The backend resolves ImageAssocType via `values()[assocType]` (ordinal index) and persists it @Enumerated(ORDINAL). Every imaging surface passes the ordinal, bu...
Stop 404/422 console errors for un-customized nav and phone-less orgs
Read the ui-preferences collection endpoint (always 200) for the initial navLayout load instead of the single-key GET, which 404s when a member has never custom...
Gate lead contact-info by assignment + new privacy rights
Mirror the three new CRM rights. On the lead detail page, mask/lock the Primary Contact, Mailing Address and Property Address fields for leads not assigned to t...
Agent filter shows member name + phone extension, not email
The Agent dropdown labelled each teammate with their email because the loader read firstName/lastName keys the backend never sends (it sends nameFirst/nameLast/...
Request-support popup shows parent-org shared topics
Point the ticket-creation topic dropdown at the new /api/support/topics/available endpoint (own-org + parent-shared topics) so child-org users can contact their...
Wire up member/team-member create + Prospect-gate UI
- Add the missing POST proxy routes /api/security/members/create and /create-team-member (these 405'd before, so creation never reached the backend). Status...
Wire Tasks tab to real backend + delete action + live count
Adds the Next proxy routes for /leads/{id}/tasks[/{taskId}] (the tab's getTasks/ addTask/updateTask/completeTask calls were 404ing), a deleteTask action in the ...
Real-time datagrid + live lead view with per-pane edit locks
/leads grid is now fully live over websocket (NATS→STOMP): rows add/remove/update against the active filter automatically and changed cells blink once for other...
Remove "Not available to you" section
Stop surfacing nav features a member lacks access to. The Navigation Layout page listed every hidden nav option as locked chips; dropped the block along with th...
Integrate primary tabs into the header on remaining Style A pages
Follow-up to the Style A→B sweep, covering pages that don't route through SettingsView: - /kb: KbNavBar becomes a gradient hero header with the Articles/Resour...
Center the vendors-products status snackbar at top
The save/update status pill used MUI's default anchor (bottom-left, no anchorOrigin set) so it rendered off-center. Anchor it top-center.
Relocate bottom count bars into the header across social, imports tabs
Applies the vendors-tab treatment to the sibling CRM settings surfaces so the standalone "x • y" summary bar at the bottom no longer eats page real estate: - S...
Move vendor/product count above the header actions, bottom-align Refresh + Add Vendor
Recaptures the page real estate the standalone bottom summary bar used to occupy — the "x vendors • x products" line now stacks above the action buttons in the ...
Integrate primary tabs into the page header (Style B) across Style A pages
Every gradient-hero page that rendered its primary tabs in a separate card below the header now renders them inside the gradient header itself, matching /accoun...
Add missing Next.js proxy routes for MLOS default-product + readiness
The vendors-products page threw 'Failed to set default product:' because the frontend PUT to **************** (and GET lead-vendors/mlos-readiness) 404'd — thos...
Back arrow in header returns to /leads
Add an optional backHref/backTooltip to SettingsView that renders a white back arrow left of the title, and wire the CRM settings page to send the member back t...
Raise NavPri z-index above NavTop so the rail overlays the top bar when it expands/peeks
Bold 'CRM Settings:' prefix, pipe separators, hover-only underline on tab links
Preface the CRM settings tab links with a bold 'CRM Settings:' label (new **************** key), separate links with ' | ' instead of a bare space, and switch t...
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