Live Change Log

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...

Adds POST/GET /api/media/materials/links and DELETE /links/{id} backed by MaterialShareLink, and resolves managed tokens on the public GET first (checking revok...

Backs revocable, expiring, view-counted public links for marketing materials — persisted so links can be listed, revoked, and counted (vs. the stateless HMAC on...

Completes the list action menu across both view modes. Conversation rows now open the same shared menu on right-click and touch long-press with thread-level act...

The gate internally applies max(tenant override, safetyFloor, stage floor) but callers only had the pre-gate tenant wall. appliedThreshold returns the true bar ...

Replaces the flat 200-item grid with a full document workspace over the existing imaging backend (which already supports folders, trash, sharing, history, bulk ...

Implements the audit of the /messages page end-to-end. Reported issues: - Reply/Reply All/Forward buttons now show text labels; removed from the more-actions ...

Redesigns the two most-visited landings into a permission-shaped operator's console. Foundation - Turn on the already-bundled Geist Sans/Mono (were discarded b...

Async conversion (virtual threads) and scheduled sweeps hold a detached ImgDat; save()/merge() cascades into the orphanRemoval=true images collection and throws...

Reply All was advertised (keyboard-shortcut label + i18n key) but had no handler. Wire it up: new computeReplyAllRecipients helper puts the sender in To and eve...