Live Change Log

POST **************** ownership-checked (requirePackageOrg) so a steward mints only for their own tenant. The upstream reads the 7-digit MERS Org ID from the te...

Adds a "Date of Birth" field under Primary Contact on /leads/view/[id] using a MUI DatePicker that opens to the year grid first (openTo=year, disableFuture, min...

Maps `dateOfBirth` in the manual-import and vendor-intake field switches with a lenient multi-format parse (ISO plus common US M/d/yyyy forms; unparseable value...

Adds a contact-level `dateOfBirth` (java.time.LocalDate, DATE column) to the base Lead: entity + Create/Update/LeadDTO (fromLead), copied in LeadService create/...

The "what documents does this loan need" rule matrix had no authoring surface. This adds a Document-requirement rules section to the Documents & Conditions scre...

Relays POST/GET/retire on **************** to MLOSDocService, with organizationId server-stamped from the operator session so a steward authors and lists only t...

Adjustments could not vary by borrower: MlosAdjustmentCondition had no writer, and the pricing engine treats an adjustment with no conditions as always-applies,...

The Assignment card now reassigns via leadsApi.reassignLead, which surfaces the server's assigneeNotified flag. On a reassignment to a new member the toast read...

Mirrors the bulk path for the lead-view Assignment card. When PUT /leads/{id} moves a lead to a different member, that member now gets the same LEADS_ASSIGNED e...

Relays POST **************** through the org-stamping write helper, so a steward authors conditional adjustments only for their own tenant.

The grid already had multi-select checkboxes but nothing to do with a selection. Checking rows now reveals a Reassign action beside the other lead actions, gate...

POST **************** moves a batch of leads onto one team member and emails that member once for the whole batch. Authorization uses REASSIGN_LEADS_MANUALLY (...

Without a case here the admin template editor's Preview renders the new template with every placeholder blank, which reads as a broken template rather than an u...

assignLead had zero callers and had never run in production. Before wiring the bulk reassignment path to it, give it the guarantees that path needs: - take org...

Org branding endpoints (logos, colors, backgrounds, theme provisioning) were owner-or-god only, leaving no way to delegate branding without handing over ownersh...

Without a matrix covering a scenario's occupancy and purpose, pricing returns NO_COVERAGE — so before this, only a purchase of a primary residence could be pric...

Relays POST **************** through the existing org-stamping write helper, so a steward authors matrices only for their own tenant. This push also rebuilds a...

Removing the width cap was not the fix; the layout itself needed to be designed for the space rather than tolerated in it. The studio is now three zones side b...

RateCommitmentService refuses a lock whenever the priced result carries no lockPolicyVersionId ("lock-policy version is required"), and a result only carries on...

Adds a performance section to the top of the agent studio: conversations, how often a person took over and what triggered it, outreach outcomes, and cost. Writ...

What each agent actually did: conversations, how often a person had to take over and why, outreach outcomes including the ones held back, and what it cost. Eve...

Twelve @Query aggregates across sessions, messages, usage records and outbound touches, so a scorecard is a handful of grouped queries rather than loading rows ...

Adds per-model price editing to the provider setup screen. Prices are seeded from each vendor's published list price where we know it, and blank where we do not...

Cost accounting could never work: AiModel has price columns, AiModelController reads them and ChatOrchestrationService reads them to compute costEstimate - but ...

Renders an AI_HANDOFF system event as a card with the reason, the AI's summary, and a collapsible transcript of the conversation so far - so the borrower does n...

Adds POST **************** proxied to MediaService alongside its createSupportSession sibling. Without this the handoff feature was dead on arrival: MediaServi...

Creates or reuses the support session, copies the AI transcript in as one system event, routes it, and tells the visitor honestly what happens next. Confidenti...

The AI could not previously ask for a person: escalation rules reached the model via the compiled prompt, but there was no machine-readable signal back, so the ...

The counterpart AIService's outreach dispatcher calls. Without it the whole outbound path terminated in a recorded 404 - the gate authorized a touch, the messag...

Makes the outreach spine actually fire. The gate, contact state, consent and audit already existed; nothing caused a touch to be evaluated. - NATS enabled for ...

Adds an editor for org-wide required opening/closing text - the compiler and columns existed but nothing could set them, so the capability was dead. Copy states...

AiOrgSettings gained forcedPreamble/forcedFooter and SalesAgentCompiler already folds them into every agent, but the settings controller neither read nor wrote ...

The agent editor was a ~800px MUI Dialog whose entire surface was a 10-row textarea, on the one AI tab that used a dialog at all. It is now a dedicated route, a...

Structured agent config compiles to the system prompt, freezes per published version, and gains the gate an agent must pass before initiating contact. Compiler...

Replaces the single training-context blob with a structured, versionable agent model, and adds the per-contact spine an agent needs before it may initiate conta...

Builds out /settings/ai?tab=sales-agents (was a stub): orgs create agents for their sales industry, either from a built-in template or by writing the training c...

chat-routing now returns the assigned officer's NMLS, title, photo, phone, email and whether they hold a valid license for the subject-property state, plus the ...

- WebChatIntegration CRUD threads salesAgentId (null clears the assignment) - lo-presence now returns the member's availabilityStatus alongside online, so the ...

- AiSalesAgentController (/api/ai/sales-agents): org-scoped CRUD + GET /templates - SalesAgentTemplateRegistry: built-in starter templates, beginning with a m...

Org-configurable AI sales agents: a named agent for a sales industry, programmed with a training context the org authors (from a template or by hand), assignabl...

- ManagedChatIntegrationService: lazily mint the org's platform-managed SPECIFIC_AGENT WebChatIntegration on first access. KamoMLOS is first-party: org resolv...

- createSupportSession takes a signed routingToken (not preferredAgentMemberId); verified via ChatRoutingTokenCodec + cluster internal.auth.secret, enforces ...

Foundation for making the reusable public-chat widget handle the KamoMLOS borrower->loan-officer variant securely, and for propagating lead reassignment into an...

PDF rate sheets are read by the org's configured vision provider. When none is configured the AI call fails the same way a model error does, so the console had ...

Two limits made org-configured vision unusable for whole classes of caller. 1. Vision was URL-ONLY. Every caller had to stand up public, provider-fetchable ser...

The Devices tab now has two sub-tabs. The existing PBX/softphone hardware table moves under "Phone System(s) Devices" unchanged; the new "Mobile Devices" tab M...

Backs the new "Mobile Devices" sub-tab under Settings → Features → Phone → Devices (its sibling "Phone System(s) Devices" stays on VOIPService and covers - GET...

The extractor now reads .xlsx/.xls and sniffs the format from the file itself, so the picker no longer restricts to CSV and the copy says plainly what is readab...

Rate-sheet ingestion existed end-to-end in the backend and none of it was reachable. This adds the one surface that walks the whole chain: upload an investor's ...

Investor rate sheets / LLPA + eligibility matrices / lock policies need somewhere to live: the ingest extracts from the blob, and the published rate-sheet versi...