Process member uploads like org bg + gate by new rights
- New ImageResizeClient runs member background uploads through the SAME post-processing as org backgrounds (POST **************** and stores the result as ....
Gate My-Profile backgrounds by the new rights + member/org slideshow
- Gate the My Profile "Background & Theme" section by MANAGE_OWN_BACKGROUND_IMAGES (self) / **************** (others); let a background-admin open another m...
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...
Notify the assigned loan officer when a loan's borrower docs are all received
Fires LOAN_DOCS_READY_LO at the satisfy points alongside the borrower DOC_COMPLETE. Resolves the LO via loanFile -> **************** -> Member; self-guarded to ...
LOAN_DOCS_READY_LO canonical template — notify assigned LO when a loan's docs are all in
Assign a loan officer to a deal from the originator section
The read-only Loan Originator section now has a loan-officer picker (org members via /members/names) + Assign, calling PUT **************** at the transaction l...
Scope the background back to the home + settings landings
Reverses the global-layout move — the member preferred the background on the landing(s) rather than behind every page. Backdrop is once again rendered per page ...
Stop serializing computed xoauth2 getter that broke MailCredentials Redis cache
MailCredentials is cached in Redis (GenericJackson2Json). The added `isXoauth2()` boolean getter was serialized as a "xoauth2" property but has no field to read...
Scope by org server-side (empty assocObjectId) — folders/list no longer empty
Keying materials on the org-id string was fragile: the id loses precision through a JS number on the write path and resolves inconsistently across proxy→APIServ...
Provider config fields for cloud mail access
Add the config inputs the EmailService resolver reads to authenticate cloud mailboxes: - Google Workspace: service-account key (JSON) for domain-wide-delegation...
Route all cloud providers' mail through IMAP/SMTP with OAuth2 (XOAUTH2)
Cloud providers (Microsoft 365, Exchange Online, Google Workspace, Zoho, IceWarp) inherited read/send from **************** but the resolver never populated IMA...
Lock the system-managed originator (projection, freeze, assignment)
8 tests over LoanTransactionService: live projection fills name/NMLS/subject-state license + org and marks LIVE; stale hand-entry is cleared when no LO is assig...
Render the console background globally in the layout, not per page
The background switch stays on the home page, but the chosen background (plain gradient or org slideshow) should be behind EVERY page, not just the two landings...
Deal-scope a vault upload from the account documents tab
The upload dialog now offers an optional "Deal" selector (the account's transactions); choosing one stamps loanTransactionId so a time-sensitive doc (credit rep...
Vault upload can deal-scope a document (loanTransactionId)
The vault upload now accepts an optional loanTransactionId, stamped onto the MemberDocument so a time-sensitive doc (credit report / bank statement) can be boun...
Per-device background switch — plain gradient or org photo slideshow
Adds a two-icon switch top-right (under the trial pill; it rises into the pill's place once the trial ends) to choose the console background: - Plain gradient (...
Freeze the originator snapshot at initial Loan Estimate (Reg Z/TRID)
Completes the originator lifecycle: a shared resolveProjection() now feeds BOTH the live read projection and the freeze (no drift). On issuing an INITIAL_LE dis...
Folders/list empty (org-id precision) + default visibility Team-Members-Only + custom labels
Root cause: materials store assocObjectId as the org id, which round-trips through a JS number on the write path (precision loss >2^53), so reads with the preci...
Transaction-first pipeline — PrimeReact expandable rows
Replaces the flat loan grid with a PrimeReact DataTable of TRANSACTIONS that start collapsed and expand IN PLACE to their member loans (no two-click drawer), so...
Re-add the trial pill top-right (color-swapped NavPri pill)
Keeps the trial line in the masthead status strip and re-adds a prominent pill in the top-right so an org's trial mode stays obvious. It's the NavPri expanded t...
Live "insert between" while dragging, not just drop-to-swap
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...
Sibling-loan switcher on the application view
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...
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.
**************** (FE type)
Mirrors the backend field for the pipeline Transaction # column. Verified: tsc --noEmit clean.
Surface transactionNumber on TransactionSummaryDTO (pipeline Transaction #)
The per-transaction pipeline row now carries the human transaction number. Verified: mvn compile clean.
Stop external-images banner flashing on already-allowed messages
The reading pane renders a message from its IndexedDB cache before the network fetch returns, and the cached copy lacks the server remoteImagesAllowed flag (und...
Originator projection resolves the per-state license
Completes the live originator projection: the assigned LO's StewardLicense (NMLS_MLO) for the SUBJECT PROPERTY's state (from property.address.subdivision, norma...
Drag-and-drop to rearrange launchpad options, saved per member
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...
Make Materials the first tab + default landing; remove Overview
Overview tab removed; Materials is now first. The /marketing index redirects to the first accessible tab (Materials by default), so anyone opening Marketing lan...
Folder create/rename 500 on root folders (Map.of null value)
createFolder/renameFolder built the response with Map.of(..."parentId", parentId), which throws NullPointerException when parentId is null (a root folder) — the...
Live originator projection — org + assigned LO, on read
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...
Loan Originator section is read-only / system-managed
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...
Transaction-level loan-officer assignment + transaction number
ensureTransactionForApp now stamps an org-unique transactionNumber (TXN-<uid>). New **************** + PUT /mortgage-apps/transactions/ {uid}/loan-officer sets ...
Masonry layout so mixed-height option cards pack without ragged gaps
Leaf cards are short and parent cards vary with their sub-item count (Calculator has 9 modes, VoIP 2), so a uniform grid left big gaps under the short cards in ...
Originator/transaction-first columns (@Order 90)
Additive nullable columns + org-unique transaction-number index for the MLOS originator/transaction refactor: mlos_loan_transaction (transaction_number + assign...
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...
Add missing account-assign proxy route
The lead-account assign/unassign UI called POST/DELETE **************** but the Next.js proxy route was never created — so requests 404'd and surfaced as "Unkno...
Add Product filter dependent on Vendor
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...
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...
Robust vision provider/model selection across vendors
Two-pass selectVisionProvider: prefer any org provider that has an active vision-capable model adapter already emits image_url content and reports supportsVisio...
AI auto-tag + caption UI; provider cost-tier/vision settings (P3)
Settings → AI → Providers: each provider gains a Cost tier (Light/Medium/Heavy) select and a Supports vision toggle (+ list chips). Materials drawer: 'Suggest t...
Provider cost-tier/vision passthrough + internal one-shot vision endpoint
AiProviderController reads/echoes costTier + supportsVision. ProviderRoutingService gains selectVisionProvider(orgId, tier). **************** runs a one-shot vi...
AI auto-tag + caption via org's providers (P3)
MaterialAiController POST **************** verifies ownership, mints a short-lived signed material URL, and calls AIService's internal vision endpoint (org's ow...
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...
Persist "display external images" server-side instead of localStorage
The choice now comes from the message's server-recorded remoteImagesAllowed flag and is saved via POST **************** so it's durable and consistent across de...
Server-side "display external images" consent
Replaces the client-local (localStorage) remembering of the external-image choice with a durable per-member record. New RemoteImageConsentService (fail-soft rea...
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...
Add INVESTOR_PRICE column to rate_locks + loan_pricing_snapshots
@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...
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...
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