Live Change Log

The read-only Loan Originator section now has a loan-officer picker (org members via /members/names) + Assign, calling PUT **************** at the transaction l...

Add the config inputs the EmailService resolver reads to authenticate cloud mailboxes: - Google Workspace: service-account key (JSON) for domain-wide-delegation...

Cloud providers (Microsoft 365, Exchange Online, Google Workspace, Zoho, IceWarp) inherited read/send from **************** but the resolver never populated IMA...

The upload dialog now offers an optional "Deal" selector (the account's transactions); choosing one stamps loanTransactionId so a time-sensitive doc (credit rep...

The vault upload now accepts an optional loanTransactionId, stamped onto the MemberDocument so a time-sensitive doc (credit report / bank statement) can be boun...

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 (...

Completes the originator lifecycle: a shared resolveProjection() now feeds BOTH the live read projection and the freeze (no drift). On issuing an INITIAL_LE dis...

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...

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...

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...

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...

Surfaces the loan's transaction so the /applications view can show/switch sibling loans. Verified: mvn install clean.

Mirrors the backend field for the pipeline Transaction # column. Verified: tsc --noEmit clean.

The per-transaction pipeline row now carries the human transaction number. Verified: mvn compile clean.

Completes the live originator projection: the assigned LO's StewardLicense (NMLS_MLO) for the SUBJECT PROPERTY's state (from property.address.subdivision, norma...

Members can now reorder their home options by dragging, and the arrangement is persisted server-side per member (survives reloads and follows them across device...

Overview tab removed; Materials is now first. The /marketing index redirects to the first accessible tab (Materials by default), so anyone opening Marketing lan...

GET /mortgage-apps/{uid} now overlays a LIVE, system-managed originator projection (computed on read, never stored) unless the row is frozen: org name/NMLS/addr...

The Loan Originator card no longer hand-edits URLA §9 data (the duplication of **************** it was re-capturing). It renders read-only: a LIVE projection of...

ensureTransactionForApp now stamps an org-unique transactionNumber (TXN-<uid>). New **************** + PUT /mortgage-apps/transactions/ {uid}/loan-officer sets ...

Additive nullable columns + org-unique transaction-number index for the MLOS originator/transaction refactor: mlos_loan_transaction (transaction_number + assign...

Backbone for the system-managed-originator + transaction-first refactor (spec 2026-07-08): - LoanTransaction: transactionNumber (org-unique) + assignedLoanOffic...

Adds a Product filter to the /leads filter bar, immediately right of the Vendor filter. It behaves like the Status/SubStatus pair: disabled until a vendor is se...

The program→engine, run→engine, and decision→gate mappings were local to **************** The capital-markets lock-stage AUS hard-stop needs the identical class...

Settings → AI → Providers: each provider gains a Cost tier (Light/Medium/Heavy) select and a Supports vision toggle (+ list chips). Materials drawer: 'Suggest t...

AiProviderController reads/echoes costTier + supportsVision. ProviderRoutingService gains selectVisionProvider(orgId, tier). **************** runs a one-shot vi...

MaterialAiController POST **************** verifies ownership, mints a short-lived signed material URL, and calls AIService's internal vision endpoint (org's ow...

Adds costTier (LIGHT/MEDIUM/HEAVY via new AiProviderTier enum) and supportsVision boolean to AiProvider, so integrations can pick how expensive a provider to us...

Replaces the client-local (localStorage) remembering of the external-image choice with a durable per-member record. New RemoteImageConsentService (fail-soft rea...

Member-scoped record that a member has chosen to display external (remote) images for a specific message, keyed by member_id + normalized RFC Message-ID (unique...

@Order(80) idempotent ADD COLUMN IF NOT EXISTS (DECIMAL(9,4), matching the price-to-100 grids) so the MLOS RCE can record the true non-par investor execution pr...

The binding rate-lock-of-record and its bound quote carried only rate + lockDays; discount/origination points were left null, so the core entities read PAR whil...

On another member's phone settings, an admin with manage-VOIP rights (canManageVoipConfig) now sees Connect/Reconnect/Disconnect for the member's RingCentral ac...

The per-member RingCentral flow was self-serve only, so an admin managing another member's profile saw "they must connect it themselves". Sysadmins commonly cre...

Records **************** events and an Insights dialog with org totals + the most-used materials (by downloads + previews).

POST **************** (record) + GET /analytics (per-material counts by type + org totals).

Append-only usage events **************** with a per-(imgId,type) aggregate query. Table MATERIAL_EVENTS (targeted CRDB DDL; KI auto-scans).

Status control in the drawer **************** status badge on tiles, and a status filter in the toolbar. Also loads all material pages up-front (capped) so sear...

GET /api/media/materials/reviews (org-wide imgId→status map) + POST to set a material's status (validated, reviewer-stamped, upsert).

DRAFT/PENDING/APPROVED/ARCHIVED per material, keyed by imgId (imaging schema untouched). Table MATERIAL_REVIEWS (targeted CRDB DDL; KI auto-scans).

Softphone SDK fixes (ringcentral-web-phone is v2.4.0, not the v0.x the adapter targeted — the old wp.userAgent.* usage threw on init): - Rewrite RingCentralPhon...

Softphone SIP credential fixes: - getSipCredentials: map outboundProxyBackup + stunServers (web-phone v2 needs them for WSS failover + ICE/media); throw Provi...

Per-member OAuth token keyed (memberId, provider, instanceId) backing extension-scoped RingCentral operations — softphone sip-provision plus the member's person...

Left-nav Collections section (create/select/delete), campaign filter on the collection view, and a collections editor in the detail drawer (add/remove material,...

/api/media/materials/campaigns: list/create/update/delete, GET /items (org-wide imgId↔campaignId map), POST /add + /remove with org-ownership checks.

First-class named collections grouping materials across folders. Tables MATERIAL_CAMPAIGNS + MATERIAL_CAMPAIGN_ITEMS (targeted CRDB DDL; KI auto-scans on next r...

Tags (org-scoped, cross-cutting): tag chips on tiles, a tag filter bar (AND across selected), and a tag editor in the detail drawer (assign/remove existing, cre...

/api/media/materials/tags: list/create/delete tags, GET /assignments (org-wide imgId↔tagId map the workspace joins client-side), POST /assign + /unassign with o...

Flat, cross-cutting tag axis over folders for marketing materials. Tables MATERIAL_TAGS and MATERIAL_TAG_ASSIGNMENTS (created via targeted CRDB DDL; KI auto-sca...

Detail drawer gains a 'Public links' panel (ShareLinkManager): create a durable link with an optional label and expiry (1h/1d/7d/30d/never), copy it, see its vi...