Lead tasks REST API + real-time TASK_CHANGED
Implements the backend the /leads/view Tasks tab was already calling but that never existed: GET/POST/PUT/DELETE **************** (LeadTaskController + LeadTask...
LeadTask entity for lead follow-up tasks
Backs the /leads/view Tasks tab (previously a frontend-only stub with no persistence). LeadTask (table LEAD_TASK) mirrors the frontend TaskItem shape **********...
Real-time datagrid + live lead view with per-pane edit locks
/leads grid is now fully live over websocket (NATS→STOMP): rows add/remove/update against the active filter automatically and changed cells blink once for other...
Org-guard the /topic/leads/rt/{orgId} realtime subscription
Cross-tenant SUBSCRIBE guard for the new lead real-time topic, mirroring the existing /topic/social/feed guard: a member may only subscribe to their own org's l...
Per-pane edit-lock REST API + auto-save sweeper
Adds /api/security/leads/{id}/locks **************** backed by LeadLockService: exclusive per-pane reservation, draft-buffering heartbeats that reset a 5-min id...
Real-time NATS publishing + per-pane edit-lock entity
Publish org-scoped lead events on security.leads.rt.{orgId} (created/updated/ deleted with changed-field keys, history-appended) so the /leads grid and /leads/v...
Remove "Not available to you" section
Stop surfacing nav features a member lacks access to. The Navigation Layout page listed every hidden nav option as locked chips; dropped the block along with th...
Generic byte endpoints refuse MLOS per-party docs (vault/loan)
The generic imaging byte endpoints (download / stream / bulk-download / thumbnail) and the binder aggregation authorized only on org + a numeric clearance ceili...
Integrate primary tabs into the header on remaining Style A pages
Follow-up to the Style A→B sweep, covering pages that don't route through SettingsView: - /kb: KbNavBar becomes a gradient hero header with the Articles/Resour...
Center the vendors-products status snackbar at top
The save/update status pill used MUI's default anchor (bottom-left, no anchorOrigin set) so it rendered off-center. Anchor it top-center.
CreatePair is idempotent for the primary pair (stops duplicate BorrowerPairs)
createPair's sole caller is the wizard's 'ensure primary borrower', but it unconditionally inserted a new pair every call, so a concurrent autosave + explicit S...
Relocate bottom count bars into the header across social, imports tabs
Applies the vendors-tab treatment to the sibling CRM settings surfaces so the standalone "x • y" summary bar at the bottom no longer eats page real estate: - S...
Don't serve soft-deleted documents on /stream and /bulk-download
getDocumentMetadata (used by the stream + bulk-download byte paths) does not filter trashed rows the way downloadDocument does, and a soft delete leaves the Min...
Move vendor/product count above the header actions, bottom-align Refresh + Add Vendor
Recaptures the page real estate the standalone bottom summary bar used to occupy — the "x vendors • x products" line now stacks above the action buttons in the ...
Integrate primary tabs into the page header (Style B) across Style A pages
Every gradient-hero page that rendered its primary tabs in a separate card below the header now renders them inside the gradient header itself, matching /accoun...
Add missing Next.js proxy routes for MLOS default-product + readiness
The vendors-products page threw 'Failed to set default product:' because the frontend PUT to **************** (and GET lead-vendors/mlos-readiness) 404'd — thos...
Back arrow in header returns to /leads
Add an optional backHref/backTooltip to SettingsView that renders a white back arrow left of the title, and wire the CRM settings page to send the member back t...
Raise NavPri z-index above NavTop so the rail overlays the top bar when it expands/peeks
Bold 'CRM Settings:' prefix, pipe separators, hover-only underline on tab links
Preface the CRM settings tab links with a bold 'CRM Settings:' label (new **************** key), separate links with ' | ' instead of a bare space, and switch t...
Add CRM settings tab links above refresh, gated like settings menu
Render a right-aligned row of white, underlined, space-separated links to each /settings/features/crm tab above the Leads header refresh button. The links reuse...
Correct trial pill remaining-time (was 20644d)
When NavPri was rewritten the minute-tick was changed from Date.now() to a counter starting at 0, and that counter was passed as the `now` argument to formatTri...
Reset button in the title row (right) + full-width content
- "Reset to Standard" now sits on the same row as the "Navigation Layout" heading, right-aligned, with the heading left-aligned (moved out of the footer). - T...
Create mlos_doc_req_borrower_idx for the vault cross-loan reuse query
Index (borrower_uid, organization_id) for vault cross-loan reuse query
PublishRouted so los.pipeline.* events land in LOS_PIPELINE, not rejected
NatsMessageService.publish() pins expectedStream=CHAT_MESSAGES; a los.pipeline.* subject is owned only by the LOS_PIPELINE stream, so the server rejected every ...
FindByStatus finder (freshness sweep enumerates ACCEPTED requirements)
Staff vendor-doc upload endpoint satisfies third-party requirements
POST **************** (LOS write): staff upload an appraisal/title/HOI/flood doc to the loan-level image store, then satisfy the loan's THIRD_PARTY requirement ...
Cascade condition waive/delete to document requirements
waiveCondition and deleteCondition now best-effort call MLOSDocService's suppress-for-condition after a successful waive/delete, so a waived condition's require...
Scope borrower's loan document-requirements to their own party
The enriched /document-requirements read authorized any party to the app and returned EVERY party's requirements, so on a joint loan a borrower saw the co-borro...
Notify borrower when they've submitted all documents (DOC_COMPLETE)
DOC_COMPLETE canonical template (borrower has submitted every requested document)
Daily outstanding-document reminder sweep (re-nudge borrowers, throttled)
FindBorrowerOutstandingForNudge (stale outstanding requirements for the reminder sweep)
Notify borrower when a document is accepted (DOC_ACCEPTED, per-party routed)
DOC_ACCEPTED canonical template (borrower confirmation a submitted doc cleared)
Surface 'Needs review' (borrower-submitted docs awaiting staff) as a distinct, prioritized state
A borrower's uploaded document flips the requirement to RECEIVED (awaiting lender), but the Documents column only showed 'Awaiting borrower' or a neutral 'In re...
Per-party vault authorization + per-party notification routing
The account vault held documents per-PARTY (shared human) but authorized access per-ACCOUNT — two HIGH multi-human defects on a joint loan: - PII leak / lockou...
Centralize §4.5 supersession-collapse (RequirementSupersession)
The freshness engine leaves a STALE_EXPIRED predecessor beside its fresh successor under one **************** Only the read path (ConditionClearabilityComputer)...
Rebuild against gated shared-lib (mlos.intake beans now opt-in; fixes CrashLoop)
Responsive trial pill + tighten remaining oversized hero headers
- NavPri trial pill: when the rail is expanded it becomes a full-width pill with the fully-qualified label centered ("Trial — 4d 7h 9m left"); collapsed it st...
Gate intake @Component beans behind mlos.intake.enabled (opt-in)
BorrowerScenarioProfileService and ProductDiscoveryGate are shared-lib @Component/@Service beans that inject **************** / mlos.config repos. With blanket ...
Tighten oversized vertical padding on page title headers
The gradient page-title headers had far more top/bottom padding than the horizontal inset where the title text starts, wasting vertical space. Bring the vertica...
Borrower notifications close the collection loop
DocNotificationService sends transactional emails (established EmailTemplateServiceClient path, recipient = account primary member, portal link from org root do...
DOC_REQUEST + DOC_REJECTED canonical templates
Borrower document-collection emails (transactional, CAN-SPAM-exempt): a request nudge when the checklist is minted, and a return-for-reupload notice. Added to C...
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