Readiness banner refreshes with the Refresh button and never shows an empty market name
Two follow-ups on the MLOS default-lead-source readiness banner: - Refresh (IconButton) now also calls loadMlosReadiness(), so surfacing a newly-created marke...
Explain when email isn't configured; gate compose
The /messages inbox previously rendered its full shell even when the org had no email provider or the member had no mailbox, silently failing every API call. Ad...
All-types Chats list + browser-tab attention
Chats sub-tab now lists member, group, support and social conversations together, most-recent first, with a multi-select filter (Team Members / Members / Social...
Finish lead-view header actions + callbacks
- Header: split Call into Call (Work)/Call (Personal) opening the softphone (hidden when the member has no registered extension), Email opens the composer, ...
Explain why the MLOS default-lead-source control is hidden instead of silently dropping it
On the vendors-products tab the "designate default lead product" control is gated on mortgage-vertical readiness — POS enabled, an active MORTGAGE commerce mark...
Create a session for group chats opened by memberIds
ChatTool ignored props.memberIds: a group open arrived with an empty userId and no sessionGuid, so the 1:1 createSession bailed early and the window never got a...
Stop duplicate chat popups for the same conversation
The tool-window dedup only exact-matched a single userId key against an async-mirrored windowsRef, so the same 1:1 chat opened twice: - userId from a member ro...
Show all enabled-app permission groups in job title & department editors
JobTitleManager and DepartmentManager only ever rendered two permission groups — General and CRM — so **************** rights were invisible and uneditable ther...
Refresh provider status when OAuth popup closes
The provider now redirects to the api-gateway callback (a different origin), so its postMessage may not pass the opener origin check. Re-fetch real provider sta...
My Docs uses MY_DOCS ordinal (3), not enum id (4)
The backend resolves ImageAssocType via `values()[assocType]` (ordinal index) and persists it @Enumerated(ORDINAL). Every imaging surface passes the ordinal, bu...
Stop 404/422 console errors for un-customized nav and phone-less orgs
Read the ui-preferences collection endpoint (always 200) for the initial navLayout load instead of the single-key GET, which 404s when a member has never custom...
Gate lead contact-info by assignment + new privacy rights
Mirror the three new CRM rights. On the lead detail page, mask/lock the Primary Contact, Mailing Address and Property Address fields for leads not assigned to t...
Agent filter shows member name + phone extension, not email
The Agent dropdown labelled each teammate with their email because the loader read firstName/lastName keys the backend never sends (it sends nameFirst/nameLast/...
Request-support popup shows parent-org shared topics
Point the ticket-creation topic dropdown at the new /api/support/topics/available endpoint (own-org + parent-shared topics) so child-org users can contact their...
Wire up member/team-member create + Prospect-gate UI
- Add the missing POST proxy routes /api/security/members/create and /create-team-member (these 405'd before, so creation never reached the backend). Status...
Wire Tasks tab to real backend + delete action + live count
Adds the Next proxy routes for /leads/{id}/tasks[/{taskId}] (the tab's getTasks/ addTask/updateTask/completeTask calls were 404ing), a deleteTask action in the ...
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...
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...
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.
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...
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...
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...
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...
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...
Use the lightning-bolt icon for Leads to match the /leads UI
The Leads option used AccountTreeIcon; the /leads "Leads Available" actions use BoltIcon (@mui/icons-material/Bolt). Switch the registry's Leads icon to Bolt so...
Document-collection progress column
Per-loan doc progress (accepted/total + a colored bar, 'N from borrower' / in-review / complete) in the applications pipeline, fetched in one batch by loanFileU...
De-slop remaining Quick Tips content + make leads tips collapsible
- security, operations, account, and CRM settings help columns: removed all emoji (💡 🚫 ⏳ ✅ 🌍) and rainbow-coloured bullets; every list marker is now one ...
Remember Quick Tips open/closed per USER across all pages
The help column's visibility was stored in a single global localStorage key, so it wasn't scoped to the user. Introduce useQuickTipsVisible, keyed by user id (n...
Standardize Quick Tips help column + de-slop reference page
- Rename the help side-column title to "Quick Tips" everywhere (SettingsView reads **************** whose value is now "Quick Tips"). - Add a shared HelpConte...
Settings topics are expand-only, not links
Settings topics (Essential Setup, CRM, Security, …) are group headers with no page of their own — only their sub-topics are real destinations. Drop the topics' ...
Nested sub-options so deeper items (e.g. Settings sub-topics) are reachable
The sub-option menu only rendered one level, so a sub-option that itself has sub-options (Settings topics → sub-topics) was inaccessible. - NavToolButton now r...
Clean rail alignment, uniform top-bar tiles, and replace Settings slide-out with a sub-option menu
- NavPri logo: the 56px tile made the top of the rail wider than the 44/48px options below it, and collapsed options rendered left-aligned. The logo now sha...
Member-configurable navigation — drag options between rail & top bar, expandable rail, per-member layout
Turn the two hardcoded navs (NavPri/NavTop) into a data-driven, per-member system. - Single nav registry (navRegistry) + pure resolver (resolveNavLayout) enfor...
Document vault tab — parties, requirements, satisfy/accept/reject
- AccountDocumentsTab: per-borrower-party view of the account's document vault and per-loan requirements. Upload once, satisfy every loan (satisfy-across); st...
Convert account-merge + default-product inline strings to next-intl keys
White-label multitenant strings must be translatable. Moves the account-merge dialog/button and the Borrower Origination Web Portal default-product tooltips/sna...
Transaction drill-in drawer in the pipeline
Clicking a multi-loan deal opens a right drawer showing the group status + each member loan (borrower, property, loan status), each clickable through to the loa...
Vendors-products — white-label default-product terminology, dialog option, FFA header
- Rename 'KamoMLOS' → 'Borrower Origination Web Portal' everywhere in the vendors-products UI (star tooltip, snackbars) — this is a white-label multitenant pr...
Per-transaction pipeline — list per deal, not per loan (owner req)
ApplicationsPipelineConsole now lists ONE row per LoanTransaction (its representative loan + any not-yet-grouped legacy loans), with a pinned 'Deal / Status' co...
KamoMLOS portal default-product designation in vendors-products (#11)
A star toggle on each product designates the org's single KamoMLOS portal auto-assign product (single-active). Gated via GET /lead-vendors/mlos-readiness: shown...
Account-merge admin UI (MERGE_ACCOUNTS)
AccountManager gains a Merge Accounts action (gated by **************** select exactly two customer accounts, pick the survivor, optionally keep the duplicate's...
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