ClosingHorizon — shared §5 close-date heuristic (stage → business days)
One source for the closing horizon so the capital-markets forecast and the doc-freshness sweep project the SAME close date. A calibrated CDF replaces the table ...
Carry mortgage figures in LeadListDTO for the /leads grid
The /leads Residential-Mortgage columns (Loan Amount, Loan Purpose) and the client-side LTV/DTI need mortgage data the lean list projection didn't ship. Widen L...
Sync renovationCost + currentLoanType through MeridianLink mapper (ids TODO-flagged)
Extends the isVeteran LO-XML wiring (1f583db) to the two new renovation/ streamline-refi fields added in 4A (5132026). - LoXmlFieldMapper: FIELD_RENOVATION_COS...
Add renovationCost + currentLoanType mortgage fields
Mirrors the isVeteran field (3f0cea1): entity column, 3 DTOs **************** MortgageFieldsDTO + LeadDTO builder), LeadService create/update passthrough, and L...
Backward-compatible 6-arg LeadFieldPatch constructor (isVeteran defaults null)
Keeps existing 6-arg consumers (e.g. SecurityService LOS-apply tests) compiling on the shared-lib bump without a lockstep change.
Sync isVeteran through MeridianLink LoXmlFieldMapper (id TODO-flagged)
Wires LeadClaimMortgage.isVeteran into the LO-XML round trip using the convention field id aBIsVeteran (matches the aB... borrower-attribute prefix of aBFirstNm...
Org-scope inbound LOS loan lookup + after-commit outbound push + inbound history audit
ApplyLosPatch owns lastPulledAt (stamp on no-op too); single link writer
Active-filtered MarketLosConnection finder
Adds **************** so consumers can treat a soft-deleted (isActive=false) LOS connection as absent, mirroring SocialConnectionController's active-filtered re...
PlatformOAuthProviderType append-order guard
Regression-locks the Phase 5 pull-forward: MERIDIANLINK(8,"meridianlink", "MeridianLink Mortgage") must stay the LAST constant so no existing provider's persist...
Fail closed on blank MeridianLink Save status + OKWithWarning test
LO-XML field mapper
LoXmlFieldMapper translates Lead/LeadClaimMortgage <-> confirmed MeridianLink LO-XML ids (sLAmtCalc, sPurchPrice, sApprVal, sLPurposeT, aBFirstNm, aBLastNm) wit...
MeridianLink modified-loans + deep-link
Adds ListModifiedLoansByAppCode (parse ArrayOfString -> loan names), **************** and AppView.GetPmlLoanUrl (prefix the partial URL with the origination hos...
MeridianLink SOAP client create/save/load
MeridianLinkSoapClient wraps the Loan.asmx ops over a Spring-WS WebServiceTemplate (namespace **************** per-op SOAPAction): Loan.Create -> loan name; Loa...
MeridianLink auth ticket cache
MeridianLinkAuthService mints and caches the sTicket per (instanceBaseUrl + sha256(clientSecret)) with an injected Supplier<Instant> clock and a configurable TT...
MeridianLink creds resolver
Adds the Phase 2 SOAP-adapter package **************** with MeridianLinkCreds (secret-redacting record) + MarketLosConnectionResolver, which decrypts the per-ma...
LeadLosLink entity + repository
Tracks a lead's link into an external LOS loan file, one row per (lead, provider). Carries the sync bookkeeping (contentHash, lastPushedAt, lastPulledAt) that P...
MarketLosConnection entity + repository
Per-market credential/config connection to an external LOS (MeridianLink / KamoMLS / Encompass), one row per (market, provider). Secret lives only as an AES-256...
LeadMarket.mlosIntegration column + DTO round-trip
Adds the MLOS_INTEGRATION column (STRING-stored, defaults NO_MLOS, null-guarded getter) plus DTO/create/update-request plumbing. LeadMarketService collapses the...
Promote base mortgage-market leads to LeadClaimMortgage on save so mortgage fields persist
A lead whose market sub-type is (residential/commercial) mortgage was stored as a base Lead unless the backend salesType itself equaled the mortgage type, so up...
Add 6 persisted mortgage fields (debts, taxes, insurance, HOA, current payment, borrower age)
Add bgWatermark branding field to Organization
Nullable String column (NONE|FULL|SIMPLE) driving the per-org background logo watermark preference; null resolves to FULL on the client. Merged in patchOrganiza...
MlosAiClient — the sanctioned tiered AI entrypoint for MLOS
Best-effort text()/vision() at a cost tier through the org's configured provider (AIService internal endpoints). Returns Optional.empty on no-provider/error so ...
Mortgage lead carries borrower-stated financials (income, credit, purchase price, down payment, refi balance/cash-out)
Surfaces the existing **************** and adds four stated columns to LeadClaimMortgage; wires DTOs (read/update/create), the history field registry, and LeadS...
Add Manage Own / Others Background Images rights (General group)
Adds MANAGE_OWN_BACKGROUND_IMAGES (165) and **************** (166) to RoleRightType, serviceType null so they land in the General settings group (mirrors the ST...
LOAN_DOCS_READY_LO canonical template — notify assigned LO when a loan's docs are all in
LoanFileDTO.loanTransactionId (app view knows its deal)
Surfaces the loan's transaction so the /applications view can show/switch sibling loans. Verified: mvn install clean.
Originator/transaction-first schema — LO assignment, WORM freeze, deal-scoped docs
Backbone for the system-managed-originator + transaction-first refactor (spec 2026-07-08): - LoanTransaction: transactionNumber (org-unique) + assignedLoanOffic...
Shared AusEngineClassifier — one source of truth for the §8.2 agency mapping
The program→engine, run→engine, and decision→gate mappings were local to **************** The capital-markets lock-stage AUS hard-stop needs the identical class...
AiProvider cost tier + vision flag (two orthogonal capability axes)
Adds costTier (LIGHT/MEDIUM/HEAVY via new AiProviderTier enum) and supportsVision boolean to AiProvider, so integrations can pick how expensive a provider to us...
EmailRemoteImageConsent entity + repository
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...
Record the true non-par investor price on RateLock + LoanPricingSnapshot
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...
MaterialEvent entity+repo (usage analytics)
Append-only usage events **************** with a per-(imgId,type) aggregate query. Table MATERIAL_EVENTS (targeted CRDB DDL; KI auto-scans).
MaterialReview entity+repo (approval status side-table)
DRAFT/PENDING/APPROVED/ARCHIVED per material, keyed by imgId (imaging schema untouched). Table MATERIAL_REVIEWS (targeted CRDB DDL; KI auto-scans).
Add MemberVoipOAuthToken for per-member RingCentral connections
Per-member OAuth token keyed (memberId, provider, instanceId) backing extension-scoped RingCentral operations — softphone sip-provision plus the member's person...
MaterialCampaign + item entities/repos (collections)
First-class named collections grouping materials across folders. Tables MATERIAL_CAMPAIGNS + MATERIAL_CAMPAIGN_ITEMS (targeted CRDB DDL; KI auto-scans on next r...
MaterialTag + assignment entities/repos (org-scoped tags)
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...
MaterialShareLink registry entity + repo (managed/tracked public links)
Backs revocable, expiring, view-counted public links for marketing materials — persisted so links can be listed, revoked, and counted (vs. the stateless HMAC on...
DecisionGate.appliedThreshold exposes the actual confidence bar
The gate internally applies max(tenant override, safetyFloor, stage floor) but callers only had the pre-gate tenant wall. appliedThreshold returns the true bar ...
Point-in-time resolvers include SUPERSEDED windows (historical effective-resolution)
All three effective-version resolvers (rate-sheet, guideline, lock-policy) queried only status=ACTIVE, then window-filtered. But supersession flips the prior ve...
**************** targeted update
Async conversion (virtual threads) and scheduled sweeps hold a detached ImgDat; save()/merge() cascades into the orphanRemoval=true images collection and throws...
Reject negative income / asset / liability amounts on section saves
Extends the requireNonNegative guard (already on loan amount + property values) to the core DTI/asset inputs in BorrowerSectionService: employment income ******...
CanvaSchedule entity + repo (recurring generation)
Org-scoped recurring schedule (recipe + cadence + optional social targets) with an atomic-claim query so a MediaService sweep runs each due schedule once.
CanvaAutofillRecipe entity + repo (saved autofill recipes)
Org-shared named binding of a Canva brand template to field values (literal text or a Materials image), so stewards can re-run a standard data-merge.
Add Material ID field end-to-end in shared-lib
Adds a nullable, max-40-char materialId to the Lead entity (MATERIAL_ID VARCHAR(40)), registers it in LeadHistoryFieldRegistry (Profile category) so edits are a...
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