Live Change Log

Two nav icons left of Analytics, shown only to god-eligible members (isGod added to NavGateContext). Each fetches a short-lived SSO link from SecurityService an...

- useMeeting/MeetingDialog: room names are now namespaced by org token so two orgs can never collide into the same Prosody conference, and honor the org's r...

1:1 chat rows now surface the counterpart's live presence + availability the same way the Directory tab does — same useAvailability/usePresence sources and the ...

Invite links (chat + email) previously embedded a bare meet-room URL, so recipients landed as anonymous guests instead of themselves. An OTK can't be pre-embedd...

The chats list filtered by a row of multi-select pill chips that looked out of place under the Chats tab. Replace them with a single-select sub-tab bar (one tab...

- Status/sub-status editor now shares the primary-tabs row: tabs left, status aligned right (removes the separate row under the action buttons). - Callback di...

MediaService returns chat-session member avatarUrl=null by design (avatars are resolved on the frontend), but the Chats tab never resolved them, so it always fe...

Two follow-ups on the MLOS default-lead-source readiness banner: - Refresh (IconButton) now also calls loadMlosReadiness(), so surfacing a newly-created marke...

The /messages inbox previously rendered its full shell even when the org had no email provider or the member had no mailbox, silently failing every API call. Ad...

Chats sub-tab now lists member, group, support and social conversations together, most-recent first, with a multi-select filter (Team Members / Members / Social...

- Header: split Call into Call (Work)/Call (Personal) opening the softphone (hidden when the member has no registered extension), Email opens the composer, ...

On the vendors-products tab the "designate default lead product" control is gated on mortgage-vertical readiness — POS enabled, an active MORTGAGE commerce mark...

ChatTool ignored props.memberIds: a group open arrived with an empty userId and no sessionGuid, so the 1:1 createSession bailed early and the window never got a...

The tool-window dedup only exact-matched a single userId key against an async-mirrored windowsRef, so the same 1:1 chat opened twice: - userId from a member ro...

JobTitleManager and DepartmentManager only ever rendered two permission groups — General and CRM — so **************** rights were invisible and uneditable ther...

The provider now redirects to the api-gateway callback (a different origin), so its postMessage may not pass the opener origin check. Re-fetch real provider sta...

The backend resolves ImageAssocType via `values()[assocType]` (ordinal index) and persists it @Enumerated(ORDINAL). Every imaging surface passes the ordinal, bu...

Read the ui-preferences collection endpoint (always 200) for the initial navLayout load instead of the single-key GET, which 404s when a member has never custom...

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...

The Agent dropdown labelled each teammate with their email because the loader read firstName/lastName keys the backend never sends (it sends nameFirst/nameLast/...

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...

- 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...

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 ...

/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...

Stop surfacing nav features a member lacks access to. The Navigation Layout page listed every hidden nav option as locked chips; dropped the block along with th...

Follow-up to the Style A→B sweep, covering pages that don't route through SettingsView: - /kb: KbNavBar becomes a gradient hero header with the Articles/Resour...

The save/update status pill used MUI's default anchor (bottom-left, no anchorOrigin set) so it rendered off-center. Anchor it top-center.

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...

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 ...

Every gradient-hero page that rendered its primary tabs in a separate card below the header now renders them inside the gradient header itself, matching /accoun...

The vendors-products page threw 'Failed to set default product:' because the frontend PUT to **************** (and GET lead-vendors/mlos-readiness) 404'd — thos...

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...

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...

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...

When NavPri was rewritten the minute-tick was changed from Date.now() to a counter starting at 0, and that counter was passed as the `now` argument to formatTri...

- "Reset to Standard" now sits on the same row as the "Navigation Layout" heading, right-aligned, with the heading left-aligned (moved out of the footer). - T...

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...

- NavPri trial pill: when the rail is expanded it becomes a full-width pill with the fully-qualified label centered ("Trial — 4d 7h 9m left"); collapsed it st...

The gradient page-title headers had far more top/bottom padding than the horizontal inset where the title text starts, wasting vertical space. Bring the vertica...

The Leads option used AccountTreeIcon; the /leads "Leads Available" actions use BoltIcon (@mui/icons-material/Bolt). Switch the registry's Leads icon to Bolt so...

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...

- security, operations, account, and CRM settings help columns: removed all emoji (💡 🚫 ⏳ ✅ 🌍) and rainbow-coloured bullets; every list marker is now one ...

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...

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

Settings topics (Essential Setup, CRM, Security, …) are group headers with no page of their own — only their sub-topics are real destinations. Drop the topics' ...

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...

- NavPri logo: the 56px tile made the top of the rail wider than the 44/48px options below it, and collapsed options rendered left-aligned. The logo now sha...