Drive the mail-to-lead association sweep
Five-minute tick against EmailService's internal sweep endpoint, mirroring VoipGlobalSyncJob. The schedule lives here because EmailService runs several pods and...
Associate lead correspondence, and fix the dead push indexer
Adds the mail half of the lead Communications tab, plus the ingestion it needed to exist at all. The platform has no working mail push: IMAP IDLE is hardcoded ...
Persist calls and associate calls, texts and voicemail with leads
Calls were never recorded anywhere — VoipCallEventService published a NATS event for the browser and kept nothing, and RECORDINGS only exists when audio was cap...
Schema and contact-point seed for lead communications
Hibernate creates the three new tables from the shared-lib entities; this adds what it cannot express — the partial unique index that keeps at most one open con...
Point-in-time contact-point index and lead communication links
Adds the spine the lead Communications tab reads from. LEAD_CONTACT_POINTS records every phone number and e-mail a lead has ever had, as a window with activeFr...
Capture the demo lead before the booking step
The marketing site's demo form collected name, email, company, company size, industry and a message, then advanced to scheduling without telling anyone. Lead cr...
Public demo-request lead capture primitives
A visitor who fills in the marketing site's demo form but never books a time left no trace: the lead was only ever written inside the booking transaction. Captu...
Register Provider Setup in navigation, and write the quick tips
The Provider Setup tab rendered inside SettingsView but was reachable only by typing the URL — it was missing from both places that list settings destinations: ...
Enforce geo and IP access rules on page loads
checkAccess evaluated the rules itself and matched nothing for its entire life: it compared rule types against **************** while the publisher writes the e...
Enforce tenant access rules at the gateway
This filter has been inert since it was written. resolveOrgId read org:domain:<host> from Redis, nothing ever wrote that key, and the null return fell through t...
Actually enforce geo and IP access rules
The rules were stored, cached to Redis and never consulted. AccessCheckController was the only caller of the evaluation and nothing called AccessCheckController...
Platform registration card for the Zoom Marketplace app
Completes Zoom's one-click connect path. The backend already resolves PlatformOAuthProviderType.ZOOM, but with no card here a platform operator had nowhere to e...
Microsoft Teams Phone provider, front to back
Adds Teams to **************** and wires the whole path through: provider selection, the Entra + Azure Communication Services config, tenant admin consent, the ...
Microsoft Teams Phone as a provider
Teams is not one API, so the provider glues three control planes together: • Graph, app-only — call history (getPstnCalls), presence reads, directory and...
Provider Setup tab and capability-gated meeting settings
Adds the Provider Setup tab to /settings/features/meets and makes every other tab honest about the provider it is configuring. useMeeting no longer builds meet...
MICROSOFT_TEAMS provider type
Appends MICROSOFT_TEAMS to VoipProviderType. The enum persists as ORDINAL on **************** so the position is load-bearing and the constant goes last; the cl...
Route the meeting provider OAuth callback
Zoom and Microsoft redirect the browser to this gateway after an org authorises Kamo's app. The popup lands here with no tenant session — the org travels in ?st...
Meeting provider abstraction with Zoom and Microsoft Teams
Meetings were Kamo Meets by construction — MeetService persisted a Meet room name and nothing else. This introduces the abstraction and two remote providers beh...
Schema for the multi-provider meeting layer
Creates **************** and org_meeting_oauth_tokens, adds the provider-identity columns to MEETING_RECORDS and MEETING_RECORDINGS and the Zoom/Teams-capable s...
Model meetings as provider-agnostic
Kamo Meets was the only possible backend: OrgMeetConfig was a flat Meet settings bag and a MeetingRecord held nothing but a room name. This adds the schema for ...
Allow-list countries on the geo-blocking card
The card could only deny countries, so an org that serves one country had to enumerate every other one. It now has both lists: a mode toggle picks which list th...
Allow-list countries alongside geo blocks
The geo section only ever denied: a country was blocked or it was absent. Orgs that want to serve one country had to enumerate every other one, which is unmaint...
Read quality on adjustments and guideline versions
An assembled price is a base cell PLUS the adjustments stacked onto it, so judging only the cell judges half the number: a cleanly-read 99.875 with a misread -1...
Open links back into this app in the tab the member is already in
Mail in the reading pane opens every link in a new tab, which is right for the whole internet and wrong for us. Our notification emails are almost entirely link...
Per-cell extraction confidence + eligibility-matrix provenance
Two gaps in the confidence model, both on the money path. PER-CELL. A sheet-wide floor is the wrong grain for judging one price: a single badly-read coupon dra...
Show the agent's phone, toll-free and email on the customer's copy
Show the agent's phone, toll-free and email on the preview
Each on its own line: a run-on of two numbers and an address reads as one string and gets dialled wrongly.
Resolve the agent's published contact details
Email comes from the member's primary mailbox rather than TeamMember.emailWork — that column is free text predating mailbox provisioning and routinely disagrees...
Publish every way to reach the agent, not just a name
Name and title alone tell a customer who owns the quote but not how to ask about it. The block now carries email and phone, resolved by the caller — the primary...
Extraction confidence on the catalog spine + auto sign-off basis
A price is only as trustworthy as the sheet it was assembled from, and nothing on the pricing path carried that signal: confidence existed ONLY on pre-promotion...
Quotes tab — every quote across the account's leads
A server-paged DataGrid beside Leads, with search over number and title, status, total range and created-date range. Filters share one debounce and collapse in...
GET /quotes/account/{uid} — paged, filtered, sorted
Dates arrive as ISO strings and parse leniently: a filter the client sends badly should narrow nothing rather than 400 the whole grid. A date-only "to" bound co...
Page and filter an account's quotes in the database
An account view needs every quote across all its leads. Loading them to render a page degrades every month the account is in use, and any total shown would only...
Show the assigned agent on the customer's copy
Matches the staff preview: the letterhead names the org, this names the person to ask.
Show the assigned agent on the preview
A "Your contact" panel above the footer — name, title, phone and email — so the customer knows who to ask about the price. Absent entirely when the lead is unas...
Resolve the agent alongside the customer, from one lead lookup
Both blocks come off the same lead, so the controllers fetch it once and derive each from it rather than hitting the service twice per render. Still org-scoped ...
Name the lead's assigned agent on the document
The letterhead identifies the org, but a customer with a question about a price needs the person who owns the relationship. The quote now carries the lead's ass...
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 ...
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 ...
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-...
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