MarketLosConnection entity + repository
Per-market credential/config connection to an external LOS (MeridianLink / KamoMLS / Encompass), one row per (market, provider). Secret lives only as an AES-256...
LeadMarket.mlosIntegration column + DTO round-trip
Adds the MLOS_INTEGRATION column (STRING-stored, defaults NO_MLOS, null-guarded getter) plus DTO/create/update-request plumbing. LeadMarketService collapses the...
Promote base mortgage-market leads to LeadClaimMortgage on save so mortgage fields persist
A lead whose market sub-type is (residential/commercial) mortgage was stored as a base Lead unless the backend salesType itself equaled the mortgage type, so up...
Add 6 persisted mortgage fields (debts, taxes, insurance, HOA, current payment, borrower age)
Add bgWatermark branding field to Organization
Nullable String column (NONE|FULL|SIMPLE) driving the per-org background logo watermark preference; null resolves to FULL on the client. Merged in patchOrganiza...
MlosAiClient — the sanctioned tiered AI entrypoint for MLOS
Best-effort text()/vision() at a cost tier through the org's configured provider (AIService internal endpoints). Returns Optional.empty on no-provider/error so ...
Mortgage lead carries borrower-stated financials (income, credit, purchase price, down payment, refi balance/cash-out)
Surfaces the existing **************** and adds four stated columns to LeadClaimMortgage; wires DTOs (read/update/create), the history field registry, and LeadS...
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...
LOAN_DOCS_READY_LO canonical template — notify assigned LO when a loan's docs are all in
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.
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...
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...
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...
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...
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...
MaterialEvent entity+repo (usage analytics)
Append-only usage events **************** with a per-(imgId,type) aggregate query. Table MATERIAL_EVENTS (targeted CRDB DDL; KI auto-scans).
MaterialReview entity+repo (approval status side-table)
DRAFT/PENDING/APPROVED/ARCHIVED per material, keyed by imgId (imaging schema untouched). Table MATERIAL_REVIEWS (targeted CRDB DDL; KI auto-scans).
Add MemberVoipOAuthToken for per-member RingCentral connections
Per-member OAuth token keyed (memberId, provider, instanceId) backing extension-scoped RingCentral operations — softphone sip-provision plus the member's person...
MaterialCampaign + item entities/repos (collections)
First-class named collections grouping materials across folders. Tables MATERIAL_CAMPAIGNS + MATERIAL_CAMPAIGN_ITEMS (targeted CRDB DDL; KI auto-scans on next r...
MaterialTag + assignment entities/repos (org-scoped tags)
Flat, cross-cutting tag axis over folders for marketing materials. Tables MATERIAL_TAGS and MATERIAL_TAG_ASSIGNMENTS (created via targeted CRDB DDL; KI auto-sca...
MaterialShareLink registry entity + repo (managed/tracked public links)
Backs revocable, expiring, view-counted public links for marketing materials — persisted so links can be listed, revoked, and counted (vs. the stateless HMAC on...
DecisionGate.appliedThreshold exposes the actual confidence bar
The gate internally applies max(tenant override, safetyFloor, stage floor) but callers only had the pre-gate tenant wall. appliedThreshold returns the true bar ...
Point-in-time resolvers include SUPERSEDED windows (historical effective-resolution)
All three effective-version resolvers (rate-sheet, guideline, lock-policy) queried only status=ACTIVE, then window-filtered. But supersession flips the prior ve...
**************** targeted update
Async conversion (virtual threads) and scheduled sweeps hold a detached ImgDat; save()/merge() cascades into the orphanRemoval=true images collection and throws...
Reject negative income / asset / liability amounts on section saves
Extends the requireNonNegative guard (already on loan amount + property values) to the core DTI/asset inputs in BorrowerSectionService: employment income ******...
CanvaSchedule entity + repo (recurring generation)
Org-scoped recurring schedule (recipe + cadence + optional social targets) with an atomic-claim query so a MediaService sweep runs each due schedule once.
CanvaAutofillRecipe entity + repo (saved autofill recipes)
Org-shared named binding of a Canva brand template to field values (literal text or a Materials image), so stewards can re-run a standard data-merge.
Add Material ID field end-to-end in shared-lib
Adds a nullable, max-40-char materialId to the Lead entity (MATERIAL_ID VARCHAR(40)), registers it in LeadHistoryFieldRegistry (Profile category) so edits are a...
First-class borrower self-submit transition ****************
DRAFT→APPLICATION_TAKEN for a borrower (a loan party, not an operator, so no LOS_TAKE_APPLICATION). Routes through transition() with a scoped predicate that gra...
Transcript column on Recording + RecordingMetadata
Adds a TRANSCRIPT TEXT column to the Recording entity and threads a transcript through **************** (with backwards-compat constructors so existing 5- and 9...
Meeting-summary canonical template
Adds the "meeting-summary" transactional template (subject + branded HTML with {{roomName}} and raw {{summaryHtml}}) and registers it in CANONICAL_KEYS so it se...
MeetingRecording entity + repository for captured recordings
New MEETING_RECORDINGS table (org, meeting ref, room, MinIO bucket/object key, size, duration, captured/expiry timestamps, summary status) — the parent record f...
Partial condition PATCH can't silently clear the blocking flag; template blocking default honored; publish after commit
**************** boolean -> Boolean so a PATCH that OMITS the field is distinguishable from an explicit false. LoanConditionService.update now null-guards *****...
Canva integration + Marketing as an org-enableable app
- **************** — platform Canva Connect client registration - ImageAssocType.MATERIALS(13, imaging-materials) — org marketing assets bucket - **************...
Reject negative loan amount / property values on section saves
updateLoan and updateProperty now reject a negative monetary amount on the LTV inputs (loan amount, estimated/purchase/appraised value) via requireNonNegative —...
Loan-file status accessor for borrower edit-lock, borrower-delete cascade, gift-recipient app scoping
**************** orgId): read helper backing the borrower post-submission edit lock (a borrower may only edit the URLA while the file is DRAFT). **************...
Idempotent borrower self-create draft + deterministic active lead-market resolution
**************** memberId): resolves the member's existing in-progress DRAFT application so a repeated borrower self-create (double-click / reload / second tab ...
Paged queries for support + social chat sessions
feed so the unified Interaction Center Chats list can include all kinds: - SUPPORT (TYPE_ID=2): sessions where the member is the assigned agent OR the request...
Add LeadCallback entity, status enum, and repository
Backs the lead-view callback feature: a lead-owned callback record (PENDING/CONTACTED/CANCELED) keyed off leadUid, with a soft reference to the mirrored EmailSe...
DbNow() use CAST(now() AS timestamp), not now()::timestamp
The ::timestamp shorthand is mangled by Hibernate's native-query parser (it reads ':' as a named-parameter prefix, turning ::timestamp into :timestamp) -> CRDB ...
Resolve member rights as a true waterfall instead of NUKE-always-wins
Effective rights were computed by folding every source (roles, department, job title, member) into one map where NUKE always won. That meant a member holding bo...
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...
DbNow() cast now()->::timestamp (TIMESTAMPTZ->Instant broke LocalDateTime)
SELECT now() returns TIMESTAMPTZ, which Hibernate materializes as java.time.Instant and cannot cast to the declared LocalDateTime return type — throwing ClassCa...
Correct inverted parent-shared topic query
The child-org topic query filtered on assignToOwnOrg=TRUE (own-org-only) when it should return topics SHARED with child orgs (assignToOwnOrg=FALSE). Rename the ...
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...
Resolve org-by-domain with a deepest-label alias fallback
Add **************** exact domain match, then drop the deepest label once (register.optionone.com -> optionone.com) so a per-org register/branding subdomain res...
LeadTask entity for lead follow-up tasks
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 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...
Like what you see shipping?
All of it arrives in your workspace on its own. Start on the free plan and read this page again in a month.