Live Change Log

DocNotificationService sends transactional emails (established EmailTemplateServiceClient path, recipient = account primary member, portal link from org root do...

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...

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...

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...

- Generate the scenario document checklist at APPLICATION_TAKEN (MortgagePipelineController transition hook) so it exists the moment a loan enters the pipelin...

- Rename the help side-column title to "Quick Tips" everywhere (SettingsView reads **************** whose value is now "Quick Tips"). - Add a shared HelpConte...

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...

Turn the two hardcoded navs (NavPri/NavTop) into a data-driven, per-member system. - Single nav registry (navRegistry) + pure resolver (resolveNavLayout) enfor...

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...

- AccountDocumentsTab: per-borrower-party view of the account's document vault and per-loan requirements. Upload once, satisfy every loan (satisfy-across); st...

- MlosDocClient: POST verbs (generate, satisfy, accept, reject, satisfy-across) + enriched loan/party reads over X-Internal-Auth. - MortgageAppController /{ui...

- **************** find-or-create the reusable account-party (document-vault shared-human key) for each loan Borrower; dedup ssn4+dob, else primary→account....

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...

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...

- MemberDocumentService: upload a doc ONCE at AccountBorrowerParty scope → ImageService creates an Img in the auto-created imaging-member-vault bucket *******...

ApplicationsPipelineConsole now lists ONE row per LoanTransaction (its representative loan + any not-yet-grouped legacy loans), with a pinned 'Deal / Status' co...

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...

- **************** designates ONE LeadVendorProduct as the org's KamoMLOS portal auto-assign product; single-active (demotes any other, org-scoped, fail-close...

- MortgageVerticalResolver: resolves an org's RESIDENTIAL_MORTGAGE LeadMarket, MORTGAGE CommerceMarket, designated default LeadVendorProduct, and EFFECTIVE PO...

AccountManager gains a Merge Accounts action (gated by **************** select exactly two customer accounts, pick the survivor, optionally keep the duplicate's...

P2a — admin account merge (owner requirement A), gated by MERGE_ACCOUNTS: - AccountMergeService: reparents EVERY account_uid child via native UPDATE (bypasses J...

NEW entities (additive; KI runs DDL): - TransactionGroupStatus enum + LoanTransactionStatusDeriver: derived group lifecycle (Created→…→Completed) rolled up fr...

A borrower is a plain org Member with no operator LOS rights; they may act on the ONE application they are a party to — and only that one. Layered guard: operat...

Adds the ownership primitives for borrower self-service (a borrower is a plain org Member with no operator LOS rights): - createBlankOwnedByMember(orgId, member...

The sub=pipeline datagrid (ApplicationsPipelineConsole) now shows pre-app-taken borrower-journey progress so org employees can review an application's status as...

New GET **************** (LOS_VIEW_PIPELINE) returns per-DRAFT borrower-intake progress so pipeline stewards can watch a loan take shape while the borrower is s...

BaseLosController now resolves the caller's session via CallerSessionResolver (X-OTK-validated attribute FIRST — operators/BFF unchanged — then a first-party **...

Ports the KamoMLOS client scorer (lib/los/scoring.ts) into SecurityService LOE-Core: LoeCoreScorer scores the org's effective program catalog (baseline deep-mer...

Migrates the authoritative ProgramRuleset data from the KamoMLOS client ruleset files into **************** (17 codes, extracted faithfully) and replaces Progra...

Replaces the M2 last-write-wins mergeOverlay placeholder (which silently discarded the authoritative baseline on any org override) with a recursive JSON deep-me...

The terminal per-field output of MLOSIngestionService's parser: a staged, reviewable extraction candidate (segment/source-doc FK, targetEntity, fieldPath, cellR...

mergeFactsBestEffort runs the enrichment write-back in its OWN transaction (REQUIRES_NEW) so a failure can never roll back the caller's transaction — the safe w...

New SectionCard (NMLS ID + per-state licensed table with actively- providing checkbox and renewal/expiry dates, renewal<=expiry validated). Gated by ***********...

Add MemberStateLicensingController (GET/PUT /api/security/members/{id}/ state-licensing) gated by STATE_LICENSING_* rights with server-side renewal<=expiry vali...

Reuse mlos.legal StewardLicense as the single per-member/per-state NMLS registry (add activelyProvidingBusiness). Add member-level Member.nmlsId. Add General-Pe...

Lead 'source' is shown on the lead detail page but was missing from the import field list; add it (path 'source') now that the backend importer + CreateLeadRequ...

Add case "source" to setDirectFieldOnCreateRequest so the mapping path 'source' is honored.

The Lead has a free-text `source` (shown/edited on the lead detail page) but it was not importable — CreateLeadRequest had no source field, so createLead never ...

D1/D45 broadens BorrowerScenarioProfile consumption. Populates the dormant factsJson and makes it the shared source of truth for borrower/loan facts: - Scenari...

createChannelRule/update/delete on the D31 flat-collection spine (profile-level, org fail-closed, WORM change-log); controller /channel-rules GET/POST/PUT (dele...

**************** (program-scoped demote-then-insert) + reads; controller /product-enablements GET (active per program) / PUT (publish). Body carries programId, ...

New MortgagePoliciesTab: current active version + publish-new-version form + version history for each of the three effective-dated policies; configTypes/configA...

New MlosPolicyWriteService (isolated; its own repos so the config-collection write- service is untouched): single-active demote-then-insert versioning on the sa...

Pricing/Capital/ServicingPolicy implement it so one publish routine drives the single-active demote-then-insert versioning.

The expanded investor row gains Delivery (funding behavior / execution path / remittance) and Commitment (type / min pull-through % / pair-off) editors alongsid...

**************** (+update/delete) on the D31 config spine (org fail-closed via the parent investor, WORM change-log per row); controller /investors/{id}/deliver...