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...
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 ...
Pipeline per-transaction grouping was broken
TransactionSummaryDTO.loanUids carried LOAN-FILE uids, but the pipeline console keys rows on the APPLICATION uid — so grouping silently fell back to one row per...
**************** (the doc-requirement key)
Surfaces the backing LoanFile.uid so the pipeline can map an app row to its document requirements.
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...
Proactive checklist generation + pipeline doc summary
- Generate the scenario document checklist at APPLICATION_TAKEN (MortgagePipelineController transition hook) so it exists the moment a loan enters the pipelin...
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...
Member-vault upload was broken (access_level NOT-NULL)
The account-level imaging path had never actually run (0 vault Imgs in prod): uploadDocument was passed accessLevel=null. Pass CONFIDENTIAL for borrower PII (ID...
Stop party fragmentation — enrich the stamped party in place
Live E2E showed a single loan producing 4 parties for 2 humans (an empty placeholder was created at borrower-create before identity, then a 2nd party at identit...
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...
Mlos requirement single-live index keyed per-human (borrower_uid)
Drop the party-only **************** (it would reject a legitimate 2nd co-borrower requirement); create **************** on **************** Already applied to ...
Satisfy-across confused-deputy IDOR + account party self-heal
- HIGH: satisfy-across gated on the path partyId but fanned out over the DOCUMENT's own party downstream; verify the document belongs to the authorized party ...
Party-link cross-human leak + account-level backfill
Adversarial-review fixes: - HIGH: drop the memberId dedup that conflated the loan's isPrimary borrower with the account OWNER — a member self-creating a loan ...
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...
Self-heal party links before enriched requirement read
listDocumentRequirements calls ensurePartyLinks so requirement rows always carry an accountBorrowerPartyId (the borrower upload/satisfy target).
**************** self-heal
Idempotent re-link of every borrower on a loan to its account-party, callable from the document surfaces so an upload can always resolve the borrower's vault pa...
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...
Proxy the vault-backed requirement surface
- MlosDocClient: POST verbs (generate, satisfy, accept, reject, satisfy-across) + enriched loan/party reads over X-Internal-Auth. - MortgageAppController /{ui...
Account-borrower-party link service + vault finders
- **************** find-or-create the reusable account-party (document-vault shared-human key) for each loan Borrower; dedup ssn4+dob, else primary→account....
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...
Transaction detail endpoint GET ****************
Returns one deal group's rolled-up summary + each member loan's AppMortgageSummaryDTO (drill-in for the per-transaction pipeline). Operator view or a party to t...
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