Reassign the agent holding an opportunity
The approver's dialog gains an agent picker, drawn from the same pool the backend validates against. The grid's Agent column now shows who HOLDS the opportunity...
Reassign the holding agent, and email everyone it affects
An approver can now hand an opportunity to a different agent. The requester is never rewritten — applyPrimaryAgent records the move as its own history row with ...
Preview samples for the nine opportunity notifications
Without an arm here the admin Email Templates editor renders every placeholder blank, so anyone customising these nine would be editing an empty skeleton. One ...
Reassignable primary agent on a reserved opportunity
PRIMARY_AGENT_MEMBER_ID is who holds the opportunity now; REQUESTED_BY_MEMBER_ID is left untouched forever. Nullable with no backfill on purpose — null means "n...
Reassignable primary agent, and nine notification templates
An approver can hand an opportunity — and the commission with it — to a different agent. PRIMARY_AGENT_MEMBER_ID is who holds it now; REQUESTED_BY_MEMBER_ID is ...
Stop rounding the lead id through a JS number
Number("1189175700550025222") is 1189175700550025200 — lead ids are unique_rowid() values above Number.MAX_SAFE_INTEGER. The quotes pane converted the route par...
Overall commission, market defaults, and no pre-picked units
Three changes to how commission is captured. Nothing is pre-selected any more. Percent/Amount and One-time/Recurring both start unset on every commission split...
Agree an overall commission at approval, seeded from the market
The approver now records what the organization pays on the sale to the requesting agent and their group. Omit it on approve and the lead's market default applie...
Commission columns for reserved opportunities and market defaults
Six nullable columns: the overall commission agreed on a reserved opportunity, and the market default that pre-fills it at approval. NUMERIC(19,4) to match the ...
The overall commission on a sale, and market defaults for it
A reserved opportunity now records what the organization pays out of the sale to the requesting agent and the group they share with — the pot the per-colleague ...
Carry lead ids as strings — a JS number silently corrupts them
Lead ids are CockroachDB unique_rowid() values above Number.MAX_SAFE_INTEGER: 1189175700550025222 becomes 1189175700550025200 the moment it touches a JS number....
Manage ScyllaDB through deploy-services instead of by hand
scylladb/ held complete manifests but had no deploy step — the comment said it was "deployed MANUALLY after the 16TB drive swap" because the data dir /mnt/backu...
Resync drifted manifests with live before enabling full reconciles
Auditing what a full reconcile would apply turned up two manifests that had drifted far enough from the cluster that re-applying them would have caused an outag...
Rename cluster ratestack-scylla -> kamo-scylla, correct ownership docs
This instance is kamo's: it backs the `kamouniverse` keyspace (read/written by **************** through the scylladb-direct ExternalName) and the `audit` keyspa...
Render the client's details on the preview, from the lead
Removing the quote's own addressee fields left "Prepared for" blank, because customerName only ever came from a linked Account and lead-raised quotes have none....
Show the client's details on the customer's copy
Company heads the block when there is one — a quote to a business is addressed to the business, with the contact named beneath it. Matches the staff preview exa...
Resolve the addressee lead for both the staff and customer views
Org-scoped in both places. On the public page the scope comes from the share link's own organization, so a token can never surface a lead belonging to another t...
Put the client's details on the document, read off the lead
Dropping the quote's own addressee fields left the document with nothing to say about the client: customerName only ever came from a linked Account, which lead-...
Scale ratestack MySQL to 0 and suspend its backup job
The ratestack estate has been torn down to free cluster resources for kamocrm. The cluster-services MySQL instance serves ratestack only (kamo and mail each run...
Line the commission-split controls up with the text fields
The Percent/Amount and One-time/Recurring toggles rendered at MUI's default toggle height while the member picker and the share amount beside them come out at 4...
Pane owns its spacing and scroll; drop the addressee fields from the form
The lead view's content card is overflow:hidden with no padding — every pane supplies its own, as Details and History do. The quotes pane supplied neither, so t...
Move quotes out of commerce and onto the lead
Quotes sat in the commerce pipeline, beside orders and carts rather than beside the client they are for. They now live on the lead: a Quotes tab directly after ...
Drop the quote recipient columns
The lead holds the client's name, address and phone; snapshotting them on the quote duplicated a record edited elsewhere. The columns existed only briefly and c...
Expose per-market quote settings; enforce the terms grant
market-config now tells the lead view whether to offer a Quotes tab and what wording a new quote starts with, and the market endpoints round-trip both fields. ...
Quotes belong to leads, configured per market
Quotes were a commerce-pipeline artifact, which put them beside orders and carts rather than beside the client they are for. They now hang off the lead: the mar...
Review findings on the reserved list and split editor
Five defects an adversarial review confirmed against the first cut: - The page rendered "You don't have access" on every load. checkRole returns false while ...
Reserve, approve and audit lead opportunity claims
REST surface behind /leads/opportunities/reserved and the Reserve Opportunity control in the lead header, plus the service that owns the invariants. Rights, en...
Tables for lead opportunity reservations
Mirrors LeadOpportunityReservation, LeadOpportunityCommissionSplit and **************** in kamo-shared-library. ddl-auto:update would create them from the entit...
Entities for time-boxed lead opportunity reservations
An agent stakes an exclusive claim on closing a lead for a bounded window; an approver grants, edits or denies it, and colleagues can be offered a share of the ...
Address the quote to a person; summary stops costing header height
Moving the summary out of the right-hand column fixed the width but bought it back as a band under the title. It now sits in the gap that already existed betwee...
Address a quote to someone who is not yet an account
The addressee was derived solely from a linked Account, so any quote raised for a prospect — which is most of them — printed a blank "Prepared for" line and the...
Give the commitment and setup fee fields room for their labels
"Commitment (months)" shares its width with an info adornment and "One-time setup fee" is the longest label on its row; both were truncating.
Resolve the org's real hostname and logo extension for the letterhead
Correcting the theme URL was necessary but not sufficient — the logo still did not render, for two further reasons found in the live data. org_domains stores a...
Keep the profile heading on the current membership type
The heading reads "<Member> Profile" or "<Team Member> Profile" off the type MyAccountTab reports through onMemberTypeLoaded, which only fired from the mount-ti...
Fill the Position card the moment a member is promoted
Department, job title, official title, work location, membership status and the two Autocomplete option lists were only ever loaded inside the memberType === 'T...
Open a member's profile from their row
Adds a fourth action to the row's hover dock, linking to **************** It is a real NextLink rather than a click handler, so middle-click and "open in new t...
Summary moves into the header, records get the full page width
The summary sat in a fixed 320px right-hand column on every record page, permanently costing a fifth of the width. On the quote editor that squeezed the line-it...
Point the letterhead logo at the path the theme bucket actually serves
The logo URL was built as **************** which that host answers with a 308 rather than an image — so every quote, sent as well as previewed, silently fell ba...
Fail the build when a component calls a key messages/ does not define
next-intl renders the key path verbatim for a missing key, and messages/ is gitignored here — populated at image-build time from kamo-translation-dictionary — s...
Pin/unpin nav options from the navs and the home launchpad
Members could move an option between the side bar and the top bar, but never take one out of the navs entirely. Adds a third placement — NONE, "unpinned" — and ...
Directory sub-tabs pick up the same scrim as the Chats sub-tabs
The Chats sub-tabs have no shadow of their own — the soft edge under the tab strip is the panel's 16px top scroll scrim, which lands on them because they render...
Department contact fields showed raw i18n keys
The contact block added with the bulk-email work called departments.departmentEmail / departmentEmailHelper / departmentPhone / departmentExtension, but the dic...
Directory status filter adopts the Chats sub-tab treatment
The All/Online/Offline control was a pill segmented toggle while the Chats pane directly below used underline sub-tabs, so the two panes filtered their content ...
Deliver attached images, and stop two compose windows sharing a toolbar
AI chat attachments were never reaching the AI. AiChatInput sent the storage paths as `imageUrls`, but the REST body in AiChatWebSocketContext reads `imageObjec...
Stop tool windows losing and leaking member-typed content
Follow-up to the popup-window persistence work. Each of these was verified against real code first; three of the original reports turned out to be wrong or over...
Hide empty departments, move the status filter into the Directory
- Departments with no members no longer render. The by-department endpoint returns every department in the org including empty ones, so the roster was showi...
Departments no longer open invisible on first render
The Directory tab came up empty until you switched to Chats and back. The members were always there — every department was parked at opacity 0. Sections were r...
Stop losing popup tool windows (and unsent drafts) on page changes
Tool windows lived only in a module-level in-memory store, so any full document load destroyed every open window and everything typed into it. Several internal ...
Move break glass into the primary rail
The activation control was a fixed pill anchored to the bottom-left of the viewport. That put a privileged action somewhere nothing else lives, which reads as a...
Rebuild the slideout as one continuous surface
Member rows now form the department body directly — no card-on-card nesting — and departments run full-bleed with sticky bands, reclaiming ~30px of row width an...
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