Implement POST /api/bulktext/send internal transactional SMS
SecurityService's BulkTextSmsClient (password-recovery + account-settings SMS) has always POSTed **************** to /api/bulktext/send, but the controller was ...
Provision R1 MEDIA JetStream stream via idempotent bootstrap Job
Media/lead-feed events (media.feed.*, media.post.*) had no JetStream stream, so publishes returned '503 No Responders Available For Request' (chat.> is covered ...
Send leadId as string when creating a comment
parseInt() rounded lead ids past JS MAX_SAFE_INTEGER, so the backend looked up a nonexistent lead and returned 404, surfacing as 'Failed to create post' on the ...
Accept leadId as string in createPost to preserve CRDB id precision
Lead IDs are CRDB unique_rowid() values that exceed JS MAX_SAFE_INTEGER. The frontend now sends leadId as a string; parse both String and numeric forms so findB...
Resolve member names on /leads/credits + link to their account
The member column and filter showed raw ids because the name map was built from /api/security/members, whose CockroachDB Long ids serialize as JSON numbers and ...
Rebuild to pull new i18n keys from translation dictionary
The manual-import feature keys were added to kamo-translation-dictionary (en) which CI copies into messages/ at build time; this forces a rebuild so the deploye...
Inject Test Lead action on /leads/available (managers only)
Adds an 'Inject Test Lead' button beside Accept for each vendor/product, shown only to members with MANAGE_CREDITS. Opens a confirmation dialog, then POSTs to t...
Inject test lead + fix Manage-Credits list for grant-all admins
- New POST **************** (MANAGE_CREDITS): creates a synthetic 'Void > Test Lead' (John Doe / 555-555-5555 / noreply@<org base domain>) with requiresAssi...
Store original uploaded file key on LeadImport run
Adds SOURCE_FILE_KEY + SOURCE_FILE_CONTENT_TYPE columns so a run references the original file archived in MinIO (KamoInitializer adds the columns on next run).
Archive & download the original imported file
On Start Import the raw file is uploaded (best-effort) and its key passed to the import POST; Past Imports shows a Download button for runs with an archived fil...
Archive original file to MinIO + download endpoint
Injects MinIOStorageService; POST /source-file stores the raw upload in the private internal bucket; GET /{id}/source-file streams it back (org-checked); the ke...
Import Templates + Past Imports sub-tabs, auto-detect, re-import
- Sub-tab bar in LeadManualImportManager: Import Leads | Import Templates | Past Imports - LeadImportTemplateManager: template list/create/edit/delete + upload-...
Persist runs/records, template CRUD, header auto-detect & re-import
- LeadImportPersistenceService: header normalize+SHA3 fingerprint (ordered/unordered), mapping/row JSON round-trips, persist run + non-success records, templa...
Live availability indicator on the Lead Credits button
Mirror the NavPri Leads indicator on the /leads 'Lead Credits' action: a green/red status dot (green = a lead is acceptable now via FFA or credit, red = none) a...
Make EditableCard onEdit optional so reassignment gating type-checks
The assignment card passes `canReassignManually ? startEditAssignment : undefined` to EditableCard.onEdit, but onEdit was typed `() => void` (required), failing...
Live NavPri lead alert — green/red dot, blink, fire popup, edge trim
- LeadAlertProvider (global, mounted at NavPri level): WS-driven /available-summary; drives all state - NavPri Leads icon: green dot (can accept) / red (cannot)...
GET /leads/available-summary for the live NavPri lead alert
Aggregates the caller acceptability across all active markets (comment gate + credit/FFA/ daily-spend rules). Returns hasAcceptable / hasAcceptableCredit / bloc...
Persistence spine for import templates, runs & per-row records
Replaces the empty stub entities with real @Entity classes (modeled on the LeadIntake* precedent: UUID id, gen_random_uuid, DB-default timestamps, statusId + @T...
Busy state on Start Import + drop debug logs
- disable Start Import / Back and show a spinner + 'Importing…' while the import POST is in flight, preventing duplicate submissions on large files - remove [...
Correctness, scale & PII hardening in LeadImportController
- dedup via scoped LeadRepository query instead of findAll() over all tenants (was an OOM/DoS + cross-tenant exposure risk, re-run per 1000-row batch) - cap i...
Scope import dedup query + org-guard member/vendor-product assignment
- **************** scoped, projection-only duplicate lookup for the manual importer (replaces a per-batch findAll() that hydrated every lead across all tena...
/account-style header+tabs, /leads Card containers, right gating
- LeadsCreditLayout: gradient hero header + underline tabs (matches /account); filters+grid in rounded /leads-style Card; Available tab gated by SPEND_RECEIVE...
Mark-reassignment gated by MARK right; Manage-Credits returns members with Spend/Receive right
LeadAcceptController: mark-reassignment requires MARK_LEADS_REQUIRES_ASSIGNMENT. LeadCreditController.manage: returns eligibleMemberIds (SPEND_RECEIVE_LEAD_CRED...
3 CRM rights + members-with-right query
RoleRightType: SPEND_RECEIVE_LEAD_CREDIT(147), **************** REASSIGN_LEADS_MANUALLY(149) under CRM. **************** for listing members holding a right. Se...
Codify §4.2 requirement-writer single-live partial-unique backstop
At most ONE LIVE requirement per (loan_file_uid, img_doc_type_id, party) obligation cell. **************** app-layer idempotency read cannot catch a concurrent ...
node-config(k1m1-runner): record data.forgejo.org IPv4 pin + capacity=6
Documents the live on-node change: data.forgejo.org is IPv6-only and k1m1 has no IPv6 route, so job containers hung ~133s and actions/checkout failed. Pin its I...
Pin markedForReassignmentBy FK to INT8 (no inherited default)
Without columnDefinition, Hibernate copies members.id (INT8 DEFAULT unique_rowid()), so CockroachDB backfilled existing leads rows with bogus member ids on ALTE...
**************** (Accepted-Today column)
Counts leads a member accepted via credit/FFA for a vendor product since a UTC instant (member local start-of-day). Consumed by LeadAcceptController /leads/avai...
Credit-based lead assignment UI (available/history/credits)
- /leads/available: real-time vendor/product grid, atomic Accept (routes to the lead), comment-gate blocked state, rows animate the moment a lead is claimable...
Add **************** for the registry decision half
doc 11 §5.3 step 4 / §10 audit completeness — every registry mint/receipt/supersede emits a paired WORM AiDecision + LoanIdentifierEvent. This adds the AiFuncti...
Daily-allotment forfeit audit job (hourly, per-member timezone)
Records FORFEITED rows for members with drip allotments who did not sign in on their completed local day. Idempotent, yields to GRANTED rows. Compiles clean (mv...
Relay credit/lead-assignment NATS events to STOMP
Subscribes security.leads.> and security.credits.>, mirrors each to /topic/... so the CRM front-end updates the Leads-Available grid, Manage-Credits fields, and...
Credit lead-assignment API ****************
- LeadAcceptController: GET /leads/available, POST /leads/accept (atomic, comment-gated, FFA + credit), GET /leads/uncommented, POST /leads/{id}/mark-reassign...
Credit-assignment orchestration services (shared-lib)
- LeadAllotment.isInfiniteBalance (∞ credit balance → mint-on-the-fly at accept) - CreditLeadAssignmentService: atomic Accept-Lead (select→lock→recheck→claim, m...
Credit-assignment shared-lib helpers
- **************** — powers the 'must comment before accepting another lead' gate (comment = member's non-removed MediaObj in lead stream) - **************** ...
Credit lead-assignment data model (shared-lib)
- Lead: requiresAssignment flag + markedForReassignmentAt/By (nullable; null actor = vendor/API import) - **************** + eventTypeForKey routing + registry ...
Market lifecycle + market-scoped vendors/products
- Markets & Fields: Active/Archived sub-tabs; row action is Archive/Reactivate (PATCH .../active), never delete - Vendors & Products: one sub-tab per active m...
Scope mock lead vendors to a market; drop removed createMarket arg
Market status filter, archive/reactivate, market-scoped vendors
- GET **************** (default active); enrich each market DTO with vendor-products derived from its vendors - Replace DELETE /lead-markets/{id} with PATCH /...
Scope vendors to a market; derive market products; archive markets
- LeadVendor gains a required MARKET_ID (columnDefinition pinned to plain UUID so the FK column does not inherit the referenced PK's gen_random_uuid() default...
Stop refresh icon blinking via infinite check loop
Once a domain was SSL-confirmed, checkDns unconditionally built a new domain object even when sslConfirmed was already true. The new object reference re-trigger...
Add media subdomain to the required records list
media.<domain> backs the realtime websockets (chat, calls, SMS, theme provisioning) and media streaming, but it was missing from the DNS setup catalog, so custo...
Return 422 (not 500) when member has no mailbox
listFolders and other read endpoints threw IllegalStateException from MailContext.toMailCredentials() when a member had no IMAP credentials provisioned, which t...
Don't fetch org with a precision-truncated id
LabelManager derived orgIdStr from getOrgIdString() (precision-safe) with a fallback to String(organization.id). organization.id is a JS number and silently tru...
Show TRIAL pending (not-started) distinctly from expired on platform Organizations tab
Start trial clock on org owner's first login
Seed new orgs with a PENDING trial (source=TRIAL, trialExpiresAt=null) that grants nothing until started, then start the 3-day clock on the owner's first FQDN-s...
Set site region + use node-local MinIO per pod
- Add kamo.minio.region (MINIO_REGION, default us-west-ca-s-1) so SigV4 signatures match the server's enforced site region; fixes background upload and sett...
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