Gateway relay kwa mint MERS MIN kwa mfuko wa kufunga
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...
Date-of-birth on lead view + create form
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...
Accept and gate contact date-of-birth (DOB)
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...
Add nullable contact date-of-birth to Lead
Adds a contact-level `dateOfBirth` (java.time.LocalDate, DATE column) to the base Lead: entity + Create/Update/LeadDTO (fromLead), copied in LeadService create/...
Author document-requirement overlay rules from the steward console
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...
Relay nyaraka zinazohitajika overlay-utawala
Relays POST/GET/retire on **************** to MLOSDocService, with organizationId server-stamped from the operator session so a steward authors and lists only t...
Hali ya mwandishi LLPAs kutoka kwa jopo la catalog
Marekebisho hayawezi kutofautiana na mkopaji: MlosAdjustmentCondition hakuwa na mwandishi, na Injini ya bei hushughulikia marekebisho bila hali yoyote kama prog...
Kuthibitisha barua pepe wakati reassigning kuongoza kutoka kwa mtazamo wa kuongoza
Kadi ya uhamisho sasa inarudi kupitia inaongozaApi.reassignLead, ambayo inajitokeza Bendera ya Volta ya Juu Kwa upande wake Mbunge mpya wa Jimbo la Ludewa Mhe. ...
Email the new owner when a single lead is reassigned
Inaonyesha njia kubwa ya kadi ya ishara ya kuongoza. Wakati wa kuongoza Inaongoza kwa mwanachama tofauti, mwanachama huyo sasa anapata LEADS ASSIGNED Barua pepe...
Relay conditional-LLPA authoring
Maelezo ya Post ****** kupitia barua pepe ya msaada, hivyo Waandishi wa mawakili hurekebisha marekebisho ya masharti tu kwa mpangaji wao mwenyewe.
Uteuzi wa wingi unaongoza kwa mwanachama wa timu
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...
Bulk-reassign endpoint, gated on REASSIGN_LEADS_MANUALLY
A a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a...
Sample variables for the LEADS_ASSIGNED template
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...
LEADS_ASSIGNED email template; harden assignLead for bulk use
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...
Add MANAGE_ORG_BRANDING (174)
Org branding endpoints (logos, colors, backgrounds, theme provisioning) were owner-or-god only, leaving no way to delegate branding without handing over ownersh...
Ustahiki wa mwandishi matrices kutoka kwa jopo la catalog
Bila matrix inayofunika kazi ya hali na kusudi, bei inarudi NO COVERAGE - Kwa hiyo, kabla ya hii, kununua tu ya makazi ya msingi inaweza kuwa bei. Waandishi wa ...
Relay eligibility-matrix authoring; rebuild picks up the SUSPENDED resume
Maelezo ya Post ****** kupitia maandishi ya sasa Msaada, kwa hivyo waandishi wa msimamizi hupanda tu kwa mpangaji wao. Msukumo huu pia unajenga dhidi ya mabadi...
Rebuild the agent studio as a full-width workspace
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...
Author lock policies — without one, no rate can be locked at all
RateCommitmentService refuses a lock whenever the priced result carries no lockPolicyVersionId ("lock-policy version is required"), and a result only carries on...
Onyesha jinsi kila mfanyakazi anavyofanya
Inaongeza sehemu ya utendaji juu ya studio ya wakala: mazungumzo, jinsi Mara nyingi mtu alichukua juu na nini kilichosababisha, matokeo ya kufikia, na gharama. ...
Per-agent scorecard
Nini kila wakala kweli alifanya: mazungumzo, mara ngapi mtu alikuwa na kuchukua Na kwa nini, matokeo ya kufikia ikiwa ni pamoja na yale yaliyochukuliwa nyuma, n...
Grouped aggregate queries for the agent scorecard
Twelve @Query aggregates across sessions, messages, usage records and outbound touches, so a scorecard is a handful of grouped queries rather than loading rows ...
Jinsi ya kufanya kila aina ya gharama
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...
Model bei catalog, kuandika njia na nyuma
Akaunti ya gharama haiwezi kufanya kazi: AiModel ina safu za bei, AiModelController Kusoma yao na ChatOrchestration Service kusoma yao kuhesabu gharama - lakini...
Show the AI handoff context to the agent taking over
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...
Proxy the public AI->human handoff route
Adds POST **************** proxied to MediaService alongside its createSupportSession sibling. Without this the handoff feature was dead on arrival: MediaServi...
Carry the AI conversation into the human thread on handoff
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...
Agent-initiated handoff to a human, with context
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 ...
Kukubali kuingizwa kwa wakala katika thread ya kufungua
Simu ya mpokeaji wa AIService. Bila ya yote haya Njia ya nje imefungwa imefungwa imefungwa katika 404 iliyorekodiwa - lango liliruhusu kugusa, Ujumbe uliandikwa...
Outbound triggers, scheduler and web-chat dispatch
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 ...
Mhariri wa maandishi unahitajika; dedupe AI mipangilio ya jumla; kurekebisha mfano wa kugeuza
Inaongeza mhariri kwa maandishi ya kufungua / kufuta - mwandishi na Nguzo zilikuwepo lakini hakuna kitu kilichoweza kuwaweka, hivyo uwezo ulikuwa umekufa. Nakal...
Endelea kutumia maandishi yaliyohitajika na uyatumie mara moja
AiOrgSettings kupata forcedPreamble/forcedFooter na SalesAgentCompiler tayari Inawaunganisha katika kila wakala, lakini mtawala wa mazingira hakusoma wala kuand...
Ukurasa kamili wa AI Sales Agent studio, kubadilisha modals
Mhariri wa wakala alikuwa ~ 800px MUI Dialog ambaye uso wake wote ulikuwa na urefu wa futi 10 Nakala, kwenye tab moja ya AI ambayo ilitumia mazungumzo kabisa. S...
Sales-agent compiler, versioning, outreach gate; fix tool replay
Structured agent config compiles to the system prompt, freezes per published version, and gains the gate an agent must pass before initiating contact. Compiler...
Structured sales-agent config, version spine and outreach state
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...
Wakala wa Uuzaji wa AI tab + kwa kazi ya wakala wa kati
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...
Enrich borrower chat routing + capture subject-property state
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 ...
Tuma wakala wa mauzo kwa kituo + ripoti LO upatikanaji
- WebChatIntegration CRUD nyuzi mauzoAgentId (null wazi kazi) -Utangulizi sasa unarudisha upatikanaji wa wanachama pamoja na mtandao, hivyo widget inaweza kuony...
Sales-agent CRUD, template mikopo, na wakala inayotokana chat prompt
- AiSalesAgentController (/api/ai/sales-agents): org-scoped CRUD + GET /templates - SalesAgentTemplateRegistry: built-in starter templates, beginning with a m...
SalesAgent chombo + kwa kazi ya wakala wa kati
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...
Auto-provision platform-managed MLOS chat + serve site key by host
- ManagedChatIntegrationService: lazily mint the org's platform-managed SPECIFIC_AGENT WebChatIntegration on first access. KamoMLOS is first-party: org resolv...
Angalia ishara ya routing, endelea leadUid, reassign chat juu ya hoja ya kuongoza
- createSupportSession takes a signed routingToken (not preferredAgentMemberId); verified via ChatRoutingTokenCodec + cluster internal.auth.secret, enforces ...
Signed agent-routing token + lead-reassignment propagation
Foundation for making the reusable public-chat widget handle the KamoMLOS borrower->loan-officer variant securely, and for propagating lead reassignment into an...
Expose vision capability so the console can explain a missing provider
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 ...
Inline image vision + tier fallback that prefers stronger over weaker
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...
Split Devices katika "Mfumo wa Simu (s) Devices" + "Mipangilio ya Simu"
Kwa sasa chombo hicho kina kurasa mbili. Vifaa vya PBX / Softphone Hatua chini ya "Mfumo wa Simu (s) Devices unchanged; tab mpya ya "Simu za Mkono" Vifaa vya s...
Org-admin endpoints for mobile device policy + enrolled devices
Backs the new "Mobile Devices" sub-tab under Settings → Features → Phone → Devices (its sibling "Phone System(s) Devices" stays on VOIPService and covers - GET...
Ingestion panel accepts spreadsheets, not just CSV
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...
Steward Ingestion tab + the Catalog/Identifier proxy routes that were missing
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 ...
CATALOG_SOURCE assoc type for MLOS catalog source documents
Uwekezaji kiwango karatasi / LLPA + ustahiki matrices / lock sera haja ya mahali fulani kuishi: dondoo za ingest kutoka blob, na pointi za kiwango cha karatasi ...
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