Preview org photos in "Organization" mode; 24MB uploads
- Stage now previews the org's theme photos (config.json backgroundImageCount -> img/bg, like OrgSlideshowLayer) when Source = Organization; the filmstrip (...
Coerce deriveRelevance purpose to LoanPurpose | null
scenarioFromLeadFields' loanPurpose is LoanPurpose | null | undefined, but Relevance.purpose is LoanPurpose | null — the possible undefined failed the prod type...
Stage preview scrolls in-flow + half height
Per feedback: the preview header no longer sticks/floats over the form as you scroll (removed the sticky pin, plus its now-unused prop + media query) and its he...
Background watermark on available/history/credits, centered on content card
Adds <BackgroundWatermark> to the shared LeadsCreditLayout content card (behind the table/list, above it via z-index) so /leads/available, /leads/history, and /...
Stop duplicating the memberId query in the GET proxy
The GET list proxy hand-appended ?memberId= to the apiPath, but forwardToApi already re-appends the browser's query string — producing ?memberId=X?memberId=X, w...
Center calendar watermark to container; move selector under logos
- BackgroundWatermark: make ThemeLogo a direct flex child of the container-filling box so sizePercent (e.g. /calendar 60%) is relative to the positioned con...
Org Background Watermark setting (None/Full/Simple)
Adds a "Background Watermark" radio field to Settings > Essential > behavior-labeling > Branding that controls which logo (or none) renders as the faint backgro...
Drop the Background & Theme section from My Account
Completes the consolidation onto the dedicated wallpaper page: removes the org-vs-own switch, its handler, the "My Wallpapers" link and the now-unused backgroun...
Add "My Wallpapers" shortcut next to the background switch
The dedicated wallpaper editor was reachable from My Account but not from the home page. Adds a frosted "My Wallpapers" pill to the left of the top-right Backgr...
Recompute P(fund) action on the Capital & Risk console
Steward button rebuilds the pipeline-funding projections from the live pipeline (POST passthrough, org from session) then reloads the fan/KPIs. Gives the flagsh...
Dedicated full-width wallpaper editor page
Adds **************** — a full-bleed, inline (no-popup) wallpaper editor, and moves all upload/gallery curation off the My Account tab. - New "cinematic Stage"...
On-demand LIGHT-tier AI summary on the Scenario Workspace Insights card
'AI summary' button posts the factual scenario to **************** → the org's configured provider. Graceful: no provider → deterministic rule-based insights st...
Spec for Background Watermark org setting
Design for a None/Full Logo/Simple Logo branding setting under Settings > Essential > behavior-labeling > Branding that governs the background logo watermark ac...
Lead Scenario Workspace — LO pre-qualification workbench on the mortgage lead
Right-side panel on /leads/view for mortgage leads: 14 modular tools (Summary, Eligibility, Payment, DTI, Affordability, Down-Payment/Rate comparison, Cash-to-C...
Keep manager open on upload/select; uploads join the slideshow
Members reported the background manager closing after every upload and every select, only one image appearing on the home slideshow, and the "use own" choice re...
Surface borrower-stated financials on the lead mortgage panel
Adds a 'Borrower-stated financials' subsection (estimated income/credit, purchase price, down payment, refi balance/cash-out) to /leads/view mortgage details, l...
Repair per-tab *** migration gaps in directory + timeout popup
The *** session moved from a shared cookie to a per-tab sessionStorage carrier (X-***-Token). A few consumers were never updated to match. - Interaction Center...
Show the "Manage Background Images" button so members can upload
The Background & Theme section used BackgroundManager under external open-control but nothing ever opened it, so the upload/select dialog was unreachable — you ...
Gate My-Profile backgrounds by the new rights + member/org slideshow
- Gate the My Profile "Background & Theme" section by MANAGE_OWN_BACKGROUND_IMAGES (self) / **************** (others); let a background-admin open another m...
Assign a loan officer to a deal from the originator section
The read-only Loan Originator section now has a loan-officer picker (org members via /members/names) + Assign, calling PUT **************** at the transaction l...
Scope the background back to the home + settings landings
Reverses the global-layout move — the member preferred the background on the landing(s) rather than behind every page. Backdrop is once again rendered per page ...
Scope by org server-side (empty assocObjectId) — folders/list no longer empty
Keying materials on the org-id string was fragile: the id loses precision through a JS number on the write path and resolves inconsistently across proxy→APIServ...
Provider config fields for cloud mail access
Add the config inputs the EmailService resolver reads to authenticate cloud mailboxes: - Google Workspace: service-account key (JSON) for domain-wide-delegation...
Render the console background globally in the layout, not per page
The background switch stays on the home page, but the chosen background (plain gradient or org slideshow) should be behind EVERY page, not just the two landings...
Deal-scope a vault upload from the account documents tab
The upload dialog now offers an optional "Deal" selector (the account's transactions); choosing one stamps loanTransactionId so a time-sensitive doc (credit rep...
Per-device background switch — plain gradient or org photo slideshow
Adds a two-icon switch top-right (under the trial pill; it rises into the pill's place once the trial ends) to choose the console background: - Plain gradient (...
Folders/list empty (org-id precision) + default visibility Team-Members-Only + custom labels
Root cause: materials store assocObjectId as the org id, which round-trips through a JS number on the write path (precision loss >2^53), so reads with the preci...
Transaction-first pipeline — PrimeReact expandable rows
Replaces the flat loan grid with a PrimeReact DataTable of TRANSACTIONS that start collapsed and expand IN PLACE to their member loans (no two-click drawer), so...
Re-add the trial pill top-right (color-swapped NavPri pill)
Keeps the trial line in the masthead status strip and re-adds a prominent pill in the top-right so an org's trial mode stays obvious. It's the NavPri expanded t...
Live "insert between" while dragging, not just drop-to-swap
Previously the order only changed on drop, so it read as swapping into a slot. Now the list re-flows live as you drag: dnd-kit onDragOver moves the dragged opti...
Sibling-loan switcher on the application view
A transaction can group multiple loans; the app header now shows a switcher to jump between the deal's sibling loans (hidden for single-loan deals) instead of o...
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