Three more widgets — unread mail, leads needing action, today's timecard
The widget system paid for itself: each of these is a registry entry and a component, inheriting the grid, the drag, the ordering, the per-member show/hide, the...
Seed the mail and lead widgets, and add a universal seed for the timecard one
The mail and lead widgets follow their data rights exactly as the calendar ones do — ACCESS_MAIL and VIEW_LEADS — so a holder gains no data they could not alrea...
Serve the home-page unread digest from the index, never from IMAP
A widget on the home page is on screen for everyone all day, whether or not anybody is reading mail — and a member's IMAP connections are a shared budget of ten...
Three more home widgets, and the one that cannot have a parent
Unread mail hangs off ACCESS_MAIL and leads-needing-action off VIEW_LEADS, both by the same rule as the calendar widgets: a widget is gated by the right that go...
Put live widgets on the launchpad, starting with two calendar strips
A widget is a live pane that shares the grid, the drag and the ordering with the app cards rather than sitting beside them. Adding the next one is a single regi...
Seed the calendar widgets to everyone who can already read the calendar
Both widgets show a member exactly what /calendar already shows them, so a calendar reader gains no data they could not reach — which is what makes this a safe ...
Serve and announce the home-page calendar widgets
CalendarWidgetService answers what a widget actually needs and the calendar page hasEarlier/hasLater so an arrow greys out instead of offering an empty page. Th...
Give every home widget a five-right policy, and page the calendar for it
Ten rights arrive as two five-right blocks — one per widget — hanging off VIEW_CALENDAR, because a widget must be gated by the right that governs the data it sh...
Add the Policies tab, and stop offering chats the backend refuses
Four views over one draft ruleset, because there are four different questions and no single layout answers them all. Rules is what each rule does, Matrix is wha...
Create the chat policy schema
Six tables: the versioned ruleset, its rules and their clauses, the reply grants behind "reply only while their window is open", and the trail of what the polic...
Annotate the member roster with its chat policy verdict
SecurityService serves the roster the chat UI is built from, so it has to answer with the same verdicts MediaService enforces with -- one shared evaluator, or t...
Enforce the org chat policy, and close two holes it sat on
Applies the policy at the three places a conversation can start or continue: session creation, member adds, and the send path. A room is not policed pair by pai...
Add the org chat policy engine
Decides whether one member may open a conversation with another, and whether they may send into one that exists. Rules are an ordered list over ordered pairs an...
Reorder the tabs and paint Binders and Uploads
The strip reads Originals | Modified | Common | Binders | Uploads, which puts the three views of the documents together and the two destinations after them. Bin...
Say when a selected document could not be added
The Selected Docs binder skips a document it cannot legally hold rather than failing the whole sync, which is right — but it did so silently, so a binder holdin...
Fold the Modify tab into Binders
The strip is now Originals | Binders | Modified | Common | Uploads. Modify is gone: everything it did — arrange the checked documents, preview them, merge them ...
Serve and sync the Selected Docs binder
POST /api/docs/binders/scratch fetches the caller's Selected Docs binder for one collection, creating it on first use, and replaces its documents with the grid ...
Add binders.is_scratch
Four statements rather than one ALTER: binders is populated, and Yugabyte rejects the whole ADD COLUMN … NOT NULL statement rather than the clause, so the colum...
Mark the member's auto-managed Selected Docs binder
binders.is_scratch flags the one binder per (owner, collection) whose documents are the DocManager grid selection rather than a curated list. It is an ordinary ...
Assemble the lead record instead of holding it behind a spinner
The Details tab's loading state was one card of fourteen grey MUI pulse rows — a shape the pane never takes, on a per-element clock, replaced wholesale by a lay...
Ask EmailService to back-fill a lead's past e-mail
Implements the shared library's LeadEmailBackfillTrigger, so ticking "Associate Past E-Mails w/ Lead" on a lead save reaches the only service that can read mail...
Scan the org's mailboxes for a lead's past e-mail on request
Serves the "Associate Past E-Mails w/ Lead" tick-box. Given a lead and the address just recorded on it, read INBOX and Sent of every mailbox in that lead's orga...
Let a lead claim mail that predates its e-mail address
Matching is point-in-time by design — a contact point only claims traffic inside its window, so editing a lead cannot retroactively rewrite history. The cost is...
Offer to associate past e-mail when a lead's address is set
Mail is matched to a lead strictly point-in-time: an address only claims traffic from the moment it is recorded, so that editing a lead today cannot rewrite who...
One agent picker for assignment, reservations and the filter
The Assigned Agent control on a lead's assignment pane was a local component in LeadViewClient. Two other places wanted exactly it, so it moves to *************...
Accept a reservation raised for another agent
POST **************** now honours onBehalfOfMemberId, gated on EDIT_OPPORTUNITIES — the right that gates managing opportunities on the reserved list, and alread...
Add ****************
Records who filed a reservation when that is not the agent it names, so somebody managing opportunities can raise one on a sales agent's behalf without the reco...
Let a manager raise a reservation for an agent
Somebody who manages opportunities can now file a reservation request on a sales agent's behalf. CreateReservationRequest carries onBehalfOfMemberId for it. Th...
Hide the balance controls that free-for-all cannot use
Credit Balance, Daily Allotment and Max Balance all act on a granted balance, and an FFA product has none — acceptance there mints and spends its own credit. Le...
Make free-for-all acceptance spendable, so it can be capped
FFA bypassed the credit system outright, which left a manager with no lever over it: Max Daily Spend sat behind if (!ffa) and could not cap an FFA product, and ...
Name the requestor, move the org line, shorten the Open Org button
Three adjustments to the support surfaces. "Open org as System User" is now "Open Org", sitting immediately after assign/reassign rather than at the end of the...
Say which clock the event dialog is on, and show the start time
Four things the composer got wrong, on /calendar and on the lead page alike. The zone was the browser's. That is a fact about the laptop, not about the member:...
Publish Hibernate statement counts to Prometheus
/actuator/prometheus already carried jdbc_* and hikaricp_* but no hibernate_*, because Spring Boot 3 only auto-configures those metrics when **************** is...
Show the requestor's photo on each support chat row
Every row in Chats → Support wore the same blue support glyph, which is no help at all when the list is what you scan to decide what to pick up. The face is now...
Put the requestor's face and name on each support chat row
A Chats → Support row showed the same support glyph on every line, so a queue of them was a wall of identical blue circles. The face people actually scan for is...
Pool count on the product header, accepted-today per member
Leads Available was rendered in every member row of a product group, but it is a property of the (product, market) pool — the same number repeated down the colu...
Resolve a member's photo URL from the shared library
The Chats → Support list is about to show the requestor's face, and a support requestor is — on the platform's own desk — always somebody else's member. Every o...
Return each member's accepted-today count per product
Manage-Credits shows Max Daily Spend but nothing about how much of it is used, so a manager could not tell whether a member was one lead from their cap or had n...
Count today's spend across a member's products in one query
Manage-Credits wants to show, per member, how many leads they have accepted so far today — the running total the Max Daily Spend cap is compared against. ******...
Count the assignable pool for every vendor product at once
countAssignablePool answers for one product, so a caller can only ask about products it already holds. Manage-Credits was iterating allotments to decide what to...
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