Fixed public redirect + gateway-forwarded callback
Platform email OAuth (Microsoft 365 / Google / Zoho) had no valid public redirect URI: the redirect was derived from the request host, which in prod is the clus...
Gate lead contact-info by assignment + new privacy rights
Mirror the three new CRM rights. On the lead detail page, mask/lock the Primary Contact, Mailing Address and Property Address fields for leads not assigned to t...
Enforce lead contact-info privacy rights
getAllLeads now returns the lean LeadListDTO and hides unassigned leads from members without VIEW_UNASSIGNED_LEADS. getLeadById masks contact info (state preser...
Lead contact-info privacy rights + lean list DTO
Add three CRM rights (161-163): "Assigned To Others: View/Edit Lead Contact Info" and "View Unassigned Leads". Add LeadListDTO — a lean projection for the /lead...
Send membership type from the /member and /team paths
/team signups create a TEAM_MEMBER (created PROSPECT, pending admin activation); /member signups create a MEMBER. RegisterFlow takes a memberType prop supplied ...
/team creates a TEAM_MEMBER (PROSPECT), /member creates a MEMBER
Public registration now honors the memberType the register site sends (from the /member vs /team path): /team creates a TEAM_MEMBER — as PROSPECT, so an admin m...
Expose team-member work phone extension in team-members-contractors
The /leads Agent filter needs the work-phone extension to label options as "Name (ext 8080)". The extension already exists on TeamMember (getPhoneWorkExtension)...
Request-support popup shows parent-org shared topics
Point the ticket-creation topic dropdown at the new /api/support/topics/available endpoint (own-org + parent-shared topics) so child-org users can contact their...
Surface parent-org shared topics in request-support popup
Child-org users could not see their parent org's shared support topics (assignToOwnOrg=false) when requesting support, because the popup only fetched own-org to...
New child orgs inherit their parent's securityProvider
When creating a child org from kamo-internal, set the new org's securityProvider to the parent org's securityProvider (the org it's created under) instead of le...
Show account-linked notice on ?linked=1
Wakati wa kujiandikisha kuunganisha akaunti iliyopo kwa org mpya, inaelekeza hapa na · Linked = 1. kuonyesha "Tayari una akaunti ya Kamo - tumeongeza shirika hi...
Kushughulikia majibu yanayohusiana na akaunti kwa watumiaji wa sasa
When the entered email already belongs to an ACTIVE account, the backend links this org to it and returns ACCOUNT_LINKED. Route those users straight to sign-in ...
Wire up member/team-member create + Prospect-gate UI
- Add the missing POST proxy routes /api/security/members/create and /create-team-member (these 405'd before, so creation never reached the backend). Status...
Reuse existing users, mirror to securityProvider, gate team-member sign-in
Reuse (no duplicate accounts for the same person): - MemberCreateController now reuses an existing user by personal email case-INSENSITIVELY (was case-sensiti...
SecurityProvider membership mirror + reuse/patch groundwork
- **************** userId): mirror a user into the org's securityProvider org as a base Member (deduped; no-op when the org secures itself or the user is al...
Kazi za Wire tab kwa backend halisi + kufuta hatua + kuhesabu kuishi
Adds the Next proxy routes for /leads/{id}/tasks[/{taskId}] (the tab's getTasks/ addTask/updateTask/completeTask calls were 404ing), a deleteTask action in the ...
Kuongoza kazi za REST API + TASK CHANGED
Utekelezaji wa backend / maelekezo / maoni Tasks tab ilikuwa tayari wito lakini kwamba Hakukuwa na: GET / PUT / DELETE Kwa mfano, *** (LeadTaskController + Lead...
Chombo cha LeadTask kwa majukumu ya kufuatilia
Backs the /leads/view Tasks tab (previously a frontend-only stub with no persistence). LeadTask (table LEAD_TASK) mirrors the frontend TaskItem shape **********...
Real-time datagrid + live lead view with per-pane edit locks
/leads grid is now fully live over websocket (NATS→STOMP): rows add/remove/update against the active filter automatically and changed cells blink once for other...
Org-guard the /topic/leads/rt/{orgId} realtime subscription
Cross-tenant SUBSCRIBE guard for the new lead real-time topic, mirroring the existing /topic/social/feed guard: a member may only subscribe to their own org's l...
Per-pane edit-lock REST API + auto-save sweeper
Adds /api/security/leads/{id}/locks **************** backed by LeadLockService: exclusive per-pane reservation, draft-buffering heartbeats that reset a 5-min id...
Real-time NATS publishing + per-pane edit-lock entity
Publish org-scoped lead events on security.leads.rt.{orgId} (created/updated/ deleted with changed-field keys, history-appended) so the /leads grid and /leads/v...
Integrate primary tabs into the header on remaining Style A pages
Kufuatilia kwa sweep ya mtindo A→B, kufunika kurasa ambazo hazipitii Mipangilio ya kuona: KbNavBar inakuwa shujaa wa gradient na makala / Rasilimali / Mapitio ...
Relocate bottom count bars into the header across social, imports tabs
Applies the vendors-tab treatment to the sibling CRM settings surfaces so the standalone "x • y" summary bar at the bottom no longer eats page real estate: - S...
Move vendor/product count above the header actions, bottom-align Refresh + Add Vendor
Recaptures the page real estate the standalone bottom summary bar used to occupy — the "x vendors • x products" line now stacks above the action buttons in the ...
Integrate primary tabs into the page header (Style B) across Style A pages
Kila ukurasa wa gradient-hero ambao ulitoa tabo zake za msingi katika kadi tofauti Chini ya kichwa sasa inawafanya ndani ya kichwa cha gradient yenyewe, vinavyo...
Back arrow in header returns to /leads
Add an optional backHref/backTooltip to SettingsView that renders a white back arrow left of the title, and wire the CRM settings page to send the member back t...
Bold 'CRM Mipangilio:' prefix, separators bomba, hover-tu chini ya mstari kwenye viungo tab
Preface the CRM settings tab links with a bold 'CRM Settings:' label (new **************** key), separate links with ' | ' instead of a bare space, and switch t...
Ongeza mipangilio ya CRM viungo vya tab juu ya kuburudisha, kama menyu ya mipangilio
Render a right-aligned row of white, underlined, space-separated links to each /settings/features/crm tab above the Leads header refresh button. The links reuse...
FindByStatus finder (freshness sweep enumerates ACCEPTED requirements)
Wafanyakazi muuzaji-doc upload endpoint satisfies mahitaji ya tatu
POST **************** (LOS write): staff upload an appraisal/title/HOI/flood doc to the loan-level image store, then satisfy the loan's THIRD_PARTY requirement ...
Cascade condition waive/delete to document requirements
waiveCondition and deleteCondition now best-effort call MLOSDocService's suppress-for-condition after a successful waive/delete, so a waived condition's require...
Notify borrower when they've submitted all documents (DOC_COMPLETE)
DOC_COMPLETE canonical template (borrower has submitted every requested document)
Notify borrower when a document is accepted (DOC_ACCEPTED, per-party routed)
DOC_ACCEPTED canonical template (borrower confirmation a submitted doc cleared)
Surface 'Mapitio ya Mahitaji' (Docs zilizotumwa zinazosubiri wafanyakazi) kama hali tofauti, iliyowekwa kipaumbele
A borrower's uploaded document flips the requirement to RECEIVED (awaiting lender), but the Documents column only showed 'Awaiting borrower' or a neutral 'In re...
Centralize §4.5 supersession-collapse (RequirementSupersession)
The freshness engine leaves a STALE_EXPIRED predecessor beside its fresh successor under one **************** Only the read path (ConditionClearabilityComputer)...
Borrower notifications close the collection loop
DocNotificationService sends transactional emails (established EmailTemplateServiceClient path, recipient = account primary member, portal link from org root do...
DOC_REQUEST + DOC_REJECTED canonical templates
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...
Document-collection progress column
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...
Kusahau haraka Tips wazi / kufungwa kwa kila mtumiaji katika kurasa zote
Uonekano wa safu ya msaada ulihifadhiwa katika ufunguo mmoja wa ndani wa kimataifa, kwa hivyo Haikubaliki kwa mtumiaji. Kuanzisha matumizi yaQuickTipsVisible, m...
Proactive checklist generation + pipeline doc summary
- Generate the scenario document checklist at APPLICATION_TAKEN (MortgagePipelineController transition hook) so it exists the moment a loan enters the pipelin...
Standardize Quick Tips help column + de-slop reference page
Badilisha kichwa cha msaada kwa " Vidokezo vya Haraka" kila mahali (SettingsView) Kusoma kwa Kwa mfano, *** ambao kwa sasa unafahamika kama ‘Quick Tips’. - Kuon...
Vifungu vidogo vidogo vidogo vidogo sana (kwa mfano Mipangilio ndogo) vinaweza kupatikana
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...
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