Redesign new-offer page as two-column workspace + live preview
You asked for full real estate, modern, polished — last refactor put a single-column form inside a full-width shell, which is exactly the wide half-page-of-empt...
Full-width enterprise polish across 10 pages
Adopts the modern enterprise pattern (gradient header + breadcrumbs + back arrow + full-height flex shell + card-grouped content on light gray canvas) used else...
Loan.engagementUid → Long + originatingOrderUid
Engagement extends BaseEntity (Long PK) so engagementUid must be Long, not UUID — this is consistent with the existing AgreementDTO / WorkOrderDTO pattern of "L...
Clean up the session — bug fixes, dedupe, dead-code
Three-agent review surfaced real problems and copy-paste — addressing them: Bug fixes: - useEnsurePrimaryBorrower returned dead state (primaryUid, creating) an...
Retire the URLA wizard — waypoints now own the borrower journey end-to-end
Wires each connect-first waypoint to write through the existing /api/security/mortgage-apps/* endpoints, then redirects /apply/<section> to its matching /waypoi...
Unify all dashed empty-state boxes into <EmptyState />
A dozen inline copies of "rounded-xl border-dashed border-white/10 bg-white/[0.015] …" across the section files, the kanban column, the HMDA LAR list, and the a...
Promote ModalShell/ModalActions and SaveSpot to shared modules
Eight section files plus the webhooks admin page each defined their own copy of ModalShell + ModalActions and/or a SaveSpot save-state chip. All now live in [ui...
Consolidate controller session/rights/response helpers in BaseLosController
Six LOS-area controllers (MortgageApp, MortgagePipeline, MortgagePricing, MortgageDisclosure, MortgageHmda, WebhookSubscription) each copied the same ~80 lines ...
Collapse toolbar, remove ChatHeader, add members intro row
- Delete ChatHeader row from embedded chat; move Add Member icon into unified toolbar - Toolbar: search input on left, VideoCall icon + PersonAdd icon + scroll-...
Cache-only bulk translate, FE handles fills
Bulk message-fetch endpoints now return only translations that are already cached and tag missing rows with needsTranslation:true. The chat UIs (kamo-internal C...
Rewrite drag/cluster system with magnetic snap and gather gesture
Replace the monolithic HexHeadGroup (847 lines) with a modular cluster engine under app/components/chat/hexheads/. Single source of truth: every head lives in a...
Remove manual provision-comp endpoint — startup self-heals
COMP orders are now provisioned automatically on SecurityService startup via SubscriptionService @PostConstruct. Manual endpoint no longer needed.
Scope SettingsSearchBar to components.settings namespace
Use **************** with searchBar.* keys instead of global t() with full dotted paths.
Drop language search filter on My Language step
The supported language list is short enough to scan visually; the search input added complexity without user value.
Split member APIs; show subs' target org; add billing-owner promote UI
billingApi splits members into accountMembers (canManageBilling, isAccountManager) and subscriptionMembers (isLicensee, canManageSubscription) under ***********...
Subs target a sub-org; per-sub members split from account admins
Subscriptions now require targetOrganizationId on create — the (account, market, target_org) triple is the new uniqueness key. AccountBillingMemberService is sp...
Split account-level admins from per-sub members; subs gain target_org
Adds SubscriptionMember (per-subscription licensee + sub-manager flags) so an Account on the KamoCRM org can hold multiple subscriptions, each targeting a diffe...
Rename AccountBillingMember -> AccountMember; isGroupPlanManager -> isAccountManager
Type-level rename across the billing client and the PlansBillingTab: - AccountBillingMember type -> AccountMember - isGroupPlanManager flag -> isAccountManager ...
Use Account.members via AccountMember; rename isGroupPlanManager -> isAccountManager
The Account is now the group, so all references to the old AccountBillingMember entity are pointed at the new generic **************** entity. The "group plan m...
Drop users/masterAccountHolder, use Account.members + primaryMember
AccountController now reflects the Account-as-group model: - computeDisplayName / extractEmail / extractPhone resolve through the primaryMember (Member) inste...
Make Account the group; replace User-set with Member-set + AccountMember
The Account is now itself the "group" — there's no separate billing-group concept. Members (org-scoped) belong to the Account directly via the new AccountMember...
Rewrite billingApi client onto Account-based endpoints
billingApi now talks to **************** instead of the old /groups/{groupId} routes. Top-level types renamed: - BillingGroup -> AccountBilling - Bill...
Rewrite BillingService onto Account-based entities
The BillingService is now Account-centric. Member-driven flows (e.g. "add a card", "subscribe to a plan") now go through an Account that auto-creates for the me...
Move from BillingGroup to Account-based licenses
EntitlementService resolves member entitlements against AccountLicense records owned by the member's billing Account. The MemberEntitlements shape now exposes a...
Migrate from BillingGroup to Account as billing principal
Account is now the single Stripe customer principal. A Member needing to pay (e.g. for a subscription) auto-creates an Account; that Account then holds one or m...
Orient live records to Account address profile, snapshot historical addresses
Orient live commerce records to reference the Account profile's primary shipping/billing addresses, with snapshots taken only when records become historical (pl...
Switch Account.java to embeddables; add AccountAddress entity for shipping/billing lists
- Add AccountAddressType enum (SHIPPING, BILLING) - Add AccountAddress entity (account FK, type, label, EmbAddress, timestamps) - Add AccountAddressRepository -...
Move Create Lead action into header, drop sticky bar
Replace the top-right Cancel button with the primary Create Lead action and remove the bottom sticky action bar entirely. Add a back IconButton to the left of t...
Make Best Contact Time a free-text field
Replace the Morning/Afternoon/Evening dropdown on the Add Lead and Lead View edit forms with a plain text input so members can describe specific windows (e.g., ...
Drop editor page header, rename General sub-tab
- Removes the back-arrow IconButton + shield icon + title + subtitle from the top of the security-model / master-model editor. The Cancel button in the stic...
Drop teamMemberPayFeesSetting from DataLoader
Master-model provisioner no longer passes the removed tri-state pay-fees setting when creating the master security model — the field is gone from ChildOrgSecuri...
Drop teamMemberPayFeesSetting parameter
Mirrors the shared-library change — SecurityModelController, MasterModelController, and AppliedModelController no longer read/write teamMemberPayFeesSetting. Th...
Drop teamMemberPayFeesSetting
Employee self-pay fee policy is gone — the BillingGroup refactor handles billing per-group, not via the security model. Removes the teamMemberPayFeesSetting col...
Drop My Profile tip banner + unify section spacing
All four My Profile sections now share the same vertical rhythm — 8px between each section's header and its field(s), 16px between sections. The Alert banner ex...
Tidy My Profile layout + drop phone verification
Reorganize the My Profile step so all four sections share the same layout and title format. Order is now Legal Name, alias, e-mail, phone. - FormName: remove t...
Drop SMS verification for the phone field on signup
The phone number collected during self-service registration is now a plain optional text field — no /register/phone/initiate, no SMS code, no /register/phone/ve...
Drop RegistrationPhoneCode entity + repository
Self-service registration no longer uses SMS-code verification for the phone field — the register form collects the phone number as plain text and stores it as-...
Share PostAuth***Service between login and enter-as
Extract the post-authentication *** build (grant-all expansion, profile SQL, branch titles, createSession) into PostAuth***Service so enter-as uses the same cod...
Remove phone + security-questions pages
These were added to kamo-internal by mistake — collection of the phone number and security questions belongs in the registration flow in kamo-register, and has ...
Remove DB CHECK on SubscriptionEvent.event_type (fixed in initializer)
Merge default template without wiping org folder
Full provision no longer deletes the org prefix before copy. Copy from public/default overwrites matching keys only; other objects under the org folder remain. ...
Extract AliasesTab, SharedMailboxTab; make EmailMailboxManager a thin router
Compact editor header — remove large title/tabs, move actions to nav row
Removes the sticky header card (title, subtitle, Save/Cancel/Preview buttons, Edit/Preview tab bar) from EmailTemplateEdit to reclaim ~200px of vertical space a...
Redirect EMAIL_NOT_VERIFIED to register/resend-verification
Removes the inline EmailVerifyCard from the login page and all related state/callbacks. On EMAIL_NOT_VERIFIED, the user is now forwarded to **************** whe...
Remove eager feature-loading from getOrganizationByDomain
Features are an org-level concern unrelated to most callers of this method (e.g. registration, login domain resolution). Force-loading them via setFeatures() re...
Replace Redis session caching with direct Java API fetch in org route
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