Live Change Log

The upload dialog now offers an optional "Deal" selector (the account's transactions); choosing one stamps loanTransactionId so a time-sensitive doc (credit rep...

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 (...

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...

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...

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...

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...

Mirrors the backend field for the pipeline Transaction # column. Verified: tsc --noEmit clean.

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...

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...

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...

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 ...

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...

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...

Settings → AI → Providers: each provider gains a Cost tier (Light/Medium/Heavy) select and a Supports vision toggle (+ list chips). Materials drawer: 'Suggest t...

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...

Mail, Docs, VoIP, Calculator and Support are nav options that open a sub-menu rather than navigating, so on the home launchpad they must not be a single link. E...

Selecting Microsoft 365 / Google Workspace / Zoho only navigated to the connect screen without saving, so leaving before completing OAuth reverted to the previo...

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 unblock choice lived in the renderer's local state, but switching messages unmounts/remounts the iframe renderer (the reading pane shows a loader between me...

Records **************** events and an Insights dialog with org totals + the most-used materials (by downloads + previews).

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...

The Microsoft 365 / Google Workspace / Zoho config views gated their connected state on providerStatus === 'CONNECTED', but the backend EmailProviderStatus enum...

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...

Left-nav Collections section (create/select/delete), campaign filter on the collection view, and a collections editor in the detail drawer (add/remove material,...

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...

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...

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...

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 ...

The home page was rendering a stale, separately-maintained feature list (Clubhouse, Feed, Reports, Tasks, Network) that isn't even in the nav registry, so it ex...

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...

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...

The model editor's app list (SERVICE_TYPES) is a hand-maintained mirror of ServiceType.java and was missing MARKETING — so Marketing had no row in the apps tab,...

The page previously offered Create/Import/Generate-in-Canva next to a "Canva isn't set up" notice — incoherent. Now the toolbar reveals progressively by Canva s...

ScheduleManager: create/list/delete schedules (recipe + daily/weekly/monthly + hour/day + optional auto-post targets + caption); launched from Materials, gated ...

Each recorded row (voicemail and call history) gets a 'Transcript' toggle that fetches the recording's Whisper transcript on demand and shows it inline, so memb...

TemplateAutofill: "Saved recipes" chips load a template + prefilled mapping; "Save as recipe" persists the current template + field values org-wide. + canvaApi ...

Threads a nullable materialId (max 40) through the Lead type, leadsApi (create + update wire requests), and the shared leadFields system-field list — which driv...

TemplateAutofill: pick a Canva brand template, fill each field with literal text, an org/compliance token (NMLS #, Equal Housing disclosure, org name/phone/ web...

Distribution for marketing materials, built on the new signed public-URL seam. - materialsApi.publicLink(imgId) + /api/materials/link proxy - Materials: "Copy ...

- delete a material (gated on MANAGE_MATERIALS) with confirmation - click a thumbnail to preview it in a lightbox - "Import a file" turns a PDF/PPTX/image into ...

forwardToApi already forwards the incoming query string, so passing the path with ?target= produced **************** -> target='linux?target=linux' -> 400 'Unkn...

- calendarIntegrationEnabled: when on, a scheduled clubhouse meeting is also added to the creator's calendar (via the existing calendar system) carrying the ...

Make Marketing a first-class org-enableable app and ship the Canva-powered Materials experience. App-enablement: - AppType.MARKETING mirror, Organization.isMar...