Register pkg + RCE/pull-through DDL (docs 08/09)
@EnableJpaRepositories += **************** SchemaCleanupRunner: **************** (partial-unique) + rce_commit_ai_decision_fk + rce_commit_lock_record_fk + rce_...
Register com.kamo.z.shared.mlos.eclose in @EnableJpaRepositories (doc 05)
Register com.kamo.z.shared.mlos.aus in @EnableJpaRepositories (doc 10)
New aus_* repo package (AusRun + children). mlos_aus_run created + verified.
EventProjectionPolicy platform-default partial unique index (doc 07 §6.7)
**************** **************** WHERE organization_id IS NULL — pins the platform-default singleton (CRDB NULLs-distinct leaves null-org rows unconstrained ot...
RuleVersionPin entry->pin hard FK (doc 06 §4.6)
mlos_rvpe_pin_idx + mlos_rvpe_pin_fk **************** -> mlos_rule_version_pin.uid), mirroring the satisfier->requirement FK. Applied + verified.
Rule-layer DB CHECKs (doc 06 §4.2/§9.2)
3 platform-owned biconditional CHECKs (mlos_requirement_rule / _rule_set / mlos_freshness_policy: platform_owned = (organization_id IS NULL)) + the legal-wall b...
Schema for the 1-obligation/N-satisfier condition model (doc 06)
Register com.kamo.z.shared.mlos.docs in @EnableJpaRepositories (new repo pkg) + SchemaCleanupRunner backstop for mlos_requirement_satisfier (the append-only WOR...
Notification party+consent ledger schema (doc 07 §6)
- KamoInitializerApp: @EnableJpaRepositories += **************** (new repo pkg for **************** - SchemaCleanupRunner: mlos_consent_one_identity_chk = num...
DecisionInput provenance-integrity DDL (decision-spine 2c)
decision_input auto-creates via ddl-auto; SchemaCleanupRunner adds the invariants Hibernate can't emit: - decision_input_one_source_chk: num_nonnulls(11 FK cols...
Guideline-version no-overlap partial-unique index (Phase-2 Slice 7)
SchemaCleanupRunner: ux_guideline_version_active partial-unique ON mlos_guideline_version (organization_id, product_id) WHERE status='ACTIVE' AND effective_unti...
Value-set platform-owned ownership CHECK (Phase-2 Slice 4)
SchemaCleanupRunner: ADD CONSTRAINT mlos_value_set_ownership_chk CHECK (platform_owned = (organization_id IS NULL)) — doc 02 §6.2: a platform taxonomy is platfo...
Mlos_product ARM-consistency CHECK (Phase-2 Slice 2)
SchemaCleanupRunner: ADD CONSTRAINT **************** CHECK ((amortization_type = 'ARM') = (arm_fixed_period_months IS NOT NULL)) — a fixed period is declared IF...
Register catalog repos + rate-sheet-version no-overlap index (Phase-2 Slice 1)
- @EnableJpaRepositories += com.kamo.z.shared.mlos.catalog (the new MlosInvestor/ **************** repos; entities already covered by @EntityScan). - SchemaCl...
Partial unique indexes + servicing invariants (Phase-1 config completion)
SchemaCleanupRunner DDL for the new mlos.config domains (mlos.config already in @EnableJpaRepositories; Hibernate ddl-auto:update creates the tables): - one-act...
Register mlos.config repo pkg (Phase-1 Slice 1)
Add com.kamo.z.shared.mlos.config to @EnableJpaRepositories so KamoInitializer creates mlos_lender_profile + mlos_licensing_entry. Indexes (incl. UNIQUE market_...
Register mlos.compliance repo pkg (Slice 2c-i)
Add **************** to @EnableJpaRepositories so KamoInitializer creates mlos_adverse_action_timer + mlos_regx_timer. Indexes entity-declared via @Table — no S...
Register mlos.legal repo pkg (Slice 2b)
Add com.kamo.z.shared.mlos.legal to @EnableJpaRepositories so KamoInitializer creates mlos_licensed_act_registry / mlos_ron_eligibility / mlos_steward_license. ...
Register mlos.steward + mlos.orchestration repos; Slice-2a schema
- KamoInitializerApp @EnableJpaRepositories: add the accumulated MLOS repo packages **************** plus esign/personal_loans so KamoInitializer owns their...
Migration for borrower-facing brand + disclosure columns
Adds the seven nullable columns the kamo-shared-library Organization entity now declares (TAGLINE / NMLS_ID / PHONE_SUPPORT / EMAIL_SUPPORT / EQUAL_HOUSING_DISC...
ProgramSeederRunner - seed 17 baseline LoanProgramCode programs (idempotent)
Add MEMBER_UI_PREFERENCES table (order 60)
Idempotent CREATE for the generic per-member UI-preference store backing the hex-head popover size selector and future per-member UI settings. Schema mirrors th...
Add CDR caller-ID columns to recordings table (order 40)
Adds caller_id_num, caller_id_name, call_direction, and call_result columns to the recordings table so the softphone history tab can display who called without ...
Add member language + default_currency columns
Adds two NOT NULL columns to the members table backing the new Member.language (VARCHAR DEFAULT 'ENGLISH') and Member.defaultCurrency (VARCHAR(10) DEFAULT 'USD'...
Migration runner for Recording provider-lookup columns + VM archive columns
Adds RECORDINGS.provider_instance_id (UUID) and provider_external_id (VARCHAR(64)) plus the composite idx_recordings_provider_lookup index used by the softphone...
Add include_company and company_name columns
LeadCompanyColumnRunner (Order 40) idempotently adds: - lead_markets.include_company (BOOLEAN, nullable) — tracks whether a market requires company name on le...
Multi-instance phone/SMS provider migration
Runs after Hibernate ddl-auto:update creates new tables (VOIP_PROVIDER_INSTANCE, BULK_TEXT_PROVIDER_INSTANCE, PHONE_EXTENSION, PHONE_END_USER, PHONE_DEVICE, PHO...
Seed Organization.isTopLevel for kamocrm and OWNER_UNLIMITED self-comp plan
- DataLoader: drop OrganizationType arg from createOrg, set isTopLevel=true on kamocrm - KamoCRMAgeReqUpdateRunner + test: match on IS_TOP_LEVEL = TRUE instead ...
Master model applies to all three member types on init
provisionMaxedOutMasterModel now sets appliesToMembers, appliesToTeamMembers, and appliesToOwners all true so every member type sees the master model's branch t...
Administrator default role template starts with all rights GRANTED
provisionMaxedOutMasterModel now populates the Administrator template with every RoleRightType set to GRANTED. The other three templates (Team Member, Member, D...
Provision a maxed-out master security model for KamoCRM on init
DataLoader now creates and assigns a master ChildOrgSecurityModel to KamoCRM immediately after the org is created, with every setting maxed out to the most perm...
Add FEATURE_REQUESTS to Support category and all plan-feature mappings
Free: Community vote, Starter: Vote & request, Business: Priority requests, Enterprise: Custom dev included
SP5 migrate KamoCRM agereq to ALL_WORK_ELIGIBLE
Add KamoCRMAgeReqUpdateRunner (order 10) — conditional idempotent UPDATE on startup; WHERE clause checks old value so re-runs are no-ops. Errors are swallowed s...
Add SP4 email_verification_tokens DDL + User alias/email_verified columns
Add SP3 recovery table DDL + User column additions to SchemaCleanupRunner
Add EmailTemplateSeedRunner for SYSTEM + per-org seeding
Runs at @Order(20) on KamoInitializerService startup. Loads canonical templates from kamo-shared-library resources; upserts SYSTEM rows (no clobber); backfills ...
Add partial unique indexes + CHECK constraints for email_templates
Hibernate ddl-auto can't generate partial unique indexes or computed-CHECK constraints. This commit adds them via the existing idempotent DDL runner pattern aft...
Seed KamoCRM with ALL_WORK_ELIGIBLE on fresh installs
The createOrg() helper applies this single argument to both ageReqTypeMember and ageReqTypeTeamMember; consistent with platform convention. Pairs with KamoCRMAg...
Add one-time runner to migrate KamoCRM agereq to ALL_WORK_ELIGIBLE
Conditional idempotent UPDATE runs on service startup; WHERE clause checks the expected old value so re-runs are no-ops. Errors are logged and swallowed — start...
Add verification_token and ownership_verified columns to org_domains
Add ssl_confirmed and ssl_confirmed_at columns to org_domains
Adds idempotent ALTER TABLE statements to provision the two new columns needed for DNS setup SSL confirmation tracking.
Add billing config initialization to KamoCRMPricingLoader
Seeds a default BillingConfig (ORG_PAYS_ALL, SOFT_LOCK, 7-day grace) for the KamoCRM organization during pricing loader startup. Supports the new Stripe billing...
Add translation tables for commit logs, KB articles, and subscription plans
Update KamoCRM pricing to production go-to-market rates
- Starter: $34/mo ($28 annual), Business: $72/mo ($59 annual), Enterprise: from $109/mo ($99 annual) - Business plan expanded from 50 to 100 users - Added eSign...
Use createOrganizationOwner for admin members, rename INTERNAL to TEAM_MEMBER
Update owner creation to use new createOrganizationOwner method which handles admin role assignment and PRIVILEGED access level automatically. Replace all Image...
Add webinar type and lead market seed data for KamoCRM demo
Adds seed data initialization for the webinar scheduling system: - "KamoCRM Software Introduction Demo" webinar type (45min, PRIORITY strategy) - Reminder inter...
Add KamoCRMPricingLoader with full marketing pricing model
Preloads the complete KamoCRM subscription pricing structure into the KamoCRM organization, mirroring the /pricing page on kamo-marketing: - 4 plans: Free, Sta...
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