Keep a consent mapping when an intake endpoint is saved and reopened
The mapping screen offered consent fields, but the save and load conversions read the fixed field list, so a consent mapping was dropped without a word.
Let the Contact rules tab take the props its page passes
The account settings page hands every tab its tab and title, and this panel declared no props, which failed the type check and blocked every kamo-internal deplo...
Show the loan status picker on mortgage markets
A mortgage market's sales type is SERVICE; RESIDENTIAL_MORTGAGE is its sub-type.
Offer a stage's loan status on a mortgage market
The settings read the market's sale type, which the server sends as SERVICE, so the loan status picker could never show. It reads the sub-type now. The missing ...
The send queue, They replied, SI calling and the starter templates
Text, email and call steps can be set up and published on the canvas, a wait can take a "They replied" path, and each call chooses a person or the SI. /automati...
The loan milestone review queue and automation settings
/settings/automation/review lists reported loan milestones that could not move by themselves, with why each one is waiting. A person approves, correcting the lo...
The loan status picker's empty choice type-checks
The Select holds a number or an empty string, and this comparison stopped the kamo-internal build.
Choose which loans move with a lead on the board
With several open loans the server stops the move and lists them. The board puts the card back and asks; choosing none moves only the lead. A refused move alrea...
Read the catalog and refusals as automation-service sends them
With the service deployed, its source showed the contract's prose left shapes open, and the canvas had guessed them differently. Each of these failed quietly ag...
The automation contract's loan milestones, send keys and pipeline stages [skip ci]
Board mode, pipeline and dropdown settings, saved views
Cards move by drag, keyboard or menu, and a refused move goes back and says why. Cards count deals and loans rather than standing in for one. Dropdown fields fi...
The Contact card on a lead, and Contact rules in settings
The card shows the last attempt, last conversation and last heard from, one-click call outcomes, Stop all outreach with its history, and consent proof. Settings...
The Automation Streams canvas and list (sales floor M6)
The canvas moves from /tasks to /settings/automation/[id] and /tasks now redirects to the list with a 307. It keeps the spring wires, glow and side panel, split...
A lead's loans, and correcting a loan's deal or lead
The lead page shows the rollup across its deals, with each deal on its own and the least advanced loan on top, never one loan as the lead's. Loans in a deal tha...
Automation contract adds duplicate, the org pause and node config [skip ci]
Optional loan statuses in settings and the pipeline, and the program plan
The mortgage Automation tab gains an Extra loan statuses group. The board shows an optional status only while a loan sits in it, so lenders who never turn one o...
Add an alias domain through the mail-only door
The card posted to /api/security/domains, which refuses any organization that already has a domain, so adding one failed for everybody. It now uses ************...
Call and meeting notices settings; no "automated assistant" copy left in SI settings (TPNODISCLOSE)
Owner order 2026-10-29: SIs no longer introduce themselves up front. - Settings > Super Intelligence > Call and meeting notices (tab + menu entry + landing ca...
Add a seat change to the customer's unpaid bill, and show updated invoices
- Change dialog: a third billing choice, "Add it to their unpaid bill", with the preview saying which invoice it updates and its new total, or that there is n...
Add an alias domain end to end, guided for a non-technical owner
Settings -> Email -> Domains -> Alias domains: - Adding a domain the organization hasn't proved yet now adds it to the organization's domains and shows the on...
The tour card no longer glides across the screen when its side changes
A target that is still loading can flip the card between sides, a bottom sheet and the middle; it now snaps on a change of mode and glides only along the same s...
The composer's signature follows the alias being sent from
The template preview was requested with templateFrom, which skips aliases on purpose - a rule from when the composer resolved signatures itself. So with Dylan@k...
The SI's voice card says, in plain words, the voice heard on calls and in meetings (TPSAMEVOICE)
or which voice each path speaks when the live calling model does not offer the chosen one, and the voices that keep them the same are marked 'Calls and meetings...
Tools across the top, folders down the left
A member reported the mail client's left column was so crowded they could see about one folder at a time, and that New Message was out of proportion with everyt...
Back in the E-Signatures tour restores the Document Manager tab
The tour switched tabs on click but never pinned them, so Back left the screen on the later tab. Steps now name the tab (?tab=) and the Document Manager follows...
A second window on an open conversation folds into the first
A chat opened by member id and one opened by session id (the Interaction Center bubble) share no key the store can dedupe on until the first resolves its sessio...
The SI Assistant tour opens its window when a step points inside it
A member who went past 'Open the assistant' without clicking it was shown 'This part isn't showing on your screen' on every following step. A step can now name ...
The role editor and app names say SI, not AI, for the SI Assistant and SI Workforce
A fresh tab no longer signs the member out everywhere
A link opened from an email (e.g. "View your report") lands in a new tab with empty sessionStorage. That tab has no session, goes to /logout, and /api/logout fa...
Tracking Codes grid keeps a minimum height so the page scrolls on short screens
Register a patient's name, birth date and sex labels are no longer struck through by the border
Register a patient's name, birth date and sex labels are no longer struck through by the border
Date of birth moves to the next part after each full pair of digits
The native date input only advanced in some browsers, so the desk had to Tab between month, day and year. Registration, demographics edit and the insurance hold...
A floated label no longer has the field border running through it after a field is cleared
Select labels no longer leave a gap in the outline when a field is cleared
Records office tab strip no longer jumps between tabs
The Export buttons shared the header actions row with the tab strip, so the strip moved whenever the Exports tab was selected. The buttons now sit in the Export...
Records office tab strip no longer jumps between tabs
The Export buttons shared the header actions row with the tab strip, so the strip moved whenever the Exports tab was selected. The buttons now sit in the Export...
Copy a tracking code from the picker and drawer headers
The headers show only the eight-character handle. Add a copy button beside it that copies the full code, so a member already in the link picker or code drawer d...
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