Map an imported column to the lead `source` field
Add case "source" to setDirectFieldOnCreateRequest so the mapping path 'source' is honored.
Add importable `source` field to CreateLeadRequest + persist it in createLead
The Lead has a free-text `source` (shown/edited on the lead detail page) but it was not importable — CreateLeadRequest had no source field, so createLead never ...
Add ScenarioProfileSource.PRICING for scenario-writer FICO/ratio write-back (D45)
Canonical scenario-fact spine — genesis deriver + factsJson populate + write-back + overlay matcher (D45)
D1/D45 broadens BorrowerScenarioProfile consumption. Populates the dormant factsJson and makes it the shared source of truth for borrower/loan facts: - Scenari...
Channel applicability rules collection CRUD — completes §3.2 config
createChannelRule/update/delete on the D31 flat-collection spine (profile-level, org fail-closed, WORM change-log); controller /channel-rules GET/POST/PUT (dele...
Product enablement config — per-program single-active, effective-dated
**************** (program-scoped demote-then-insert) + reads; controller /product-enablements GET (active per program) / PUT (publish). Body carries programId, ...
ProductEnablement implements VersionedProfilePolicy (per-program versioning)
Policies tab — effective-dated pricing/capital/servicing config
New MortgagePoliciesTab: current active version + publish-new-version form + version history for each of the three effective-dated policies; configTypes/configA...
Effective-dated profile policies — pricing/capital/servicing publish
New MlosPolicyWriteService (isolated; its own repos so the config-collection write- service is untouched): single-active demote-then-insert versioning on the sa...
VersionedProfilePolicy interface for effective-dated policies
Pricing/Capital/ServicingPolicy implement it so one publish routine drives the single-active demote-then-insert versioning.
Investor delivery + commitment rule sub-editors
The expanded investor row gains Delivery (funding behavior / execution path / remittance) and Commitment (type / min pull-through % / pair-off) editors alongsid...
InvestorConfig delivery + commitment rule sub-collections CRUD
**************** (+update/delete) on the D31 config spine (org fail-closed via the parent investor, WORM change-log per row); controller /investors/{id}/deliver...
Drop light gray text; use dark gray-800 for labels/secondary
Medium grays (gray-500/600/700, #6b7280/#9ca3af) read as disabled. Push all secondary text and labels to gray-800 / #374151 across the detail page, shared Field...
Investor credit-box overlay sub-editor
MortgageInvestorsTab's expanded investor row gains an OverlayEditor (FICO/LTV/DTI/ reserves/doc/geo tightening + comparator + optional program + effective windo...
InvestorConfig credit-box overlay sub-collection CRUD
**************** on the D31 config spine (org fail-closed via the parent investor, WORM change-log per row, configVersion defaults 1); controller /investors/{id...
Right-attached full-height sub-nav + higher-contrast text
- Move the section sub-nav from the left to a right-attached, full-height panel that scrolls independently; the header + form content take the remaining width...
Governance proxy PUT/DELETE + per-org governor overrides UI (D4)
- Governance proxy now forwards PUT/DELETE (the platform-default save + per-org delete were unreachable — GET/POST-only proxy). Adds mlosDelete http helper. -...
Stop loan-pipeline grid flicker loop; full-width detail
- Loan pipeline datagrid: the grid was wrapped in a SectionCard 'fill' body (overflow:auto) around a height:100% AG Grid, causing a ResizeObserver/height fe...
Loan pipeline as Mortgage sub-tab + light theme
- Add ApplicationsPipelineConsole: a /leads-style advanced AG-Grid datagrid of mortgage applications at a loan level (status filter tabs, filter row, quick ...
Platform AI-Governor calibration config panel (D4 §5.C)
**************** Advanced tab gains a governor panel: edit the platform- default calibration posture (governor gate / force-steward-until-calibrated / min sampl...
Platform-singleton partial-unique index for mlos_governor_config (D4)
mlos_governor_config auto-creates via ddl-auto; add the partial expression unique index confining the platform-default (organization_id IS NULL) to a single row...
ScenarioDiscoveryService — canonical profile genesis at loan-app create/update (D1)
MortgageAppController (re)produces the canonical BorrowerScenarioProfile via the new ScenarioDiscoveryService after **************** (best-effort, its own tx). ...
LOAN doc-type guard (D2), sign-convention adapter (D3), per-org governor config (D4)
- ImageService: require a docType for ImageAssocType.LOAN uploads (LOAN-scoped; ACCOUNT/SERVICE_* unchanged). - SignedAdjustmentAdapter: the rule-7 adapter/co...
Fire the accept-lead popup on becoming Available; drop the fire animation
The popup now triggers on the rising edge of (a credit lead is acceptable) AND (nav-top status is Available) — so it fires both when a lead is already waiting a...
Design for mortgage applications pipeline redesign + commerce integration
Single Integrations tab replaces AUS-only tab (D40)
MortgageIntegrationsTab: all 15 vendor categories (credit, AUS, eSign, closing- docs, title, flood, …) in one tab, each an expandable section with add/remove co...
Scan mlos.intake repos (§5.A) + drop orphan mlos_aus_connection_config (D40)
- Add com.kamo.z.shared.mlos.intake to @EnableJpaRepositories — the §5.A **************** was component-scanned but not a JPA repo, aborting KI startup befo...
Single Integrations write surface — MortgageProviderConfig (D40)
Replaces the AUS-only write path with generic provider-connection CRUD keyed by VendorCategory+vendorKey: /provider-connections GET/POST/PUT, secret write-only ...
Generic MortgageProviderConfig replaces AUS-only config (D40)
One integration-credential store keyed by VendorCategory+vendorKey (credit, AUS, eSign, closing-docs, title, flood, …) behind a single Integrations tab — the Mo...
AUS connections tab (D37) + block 2nd mortgage market (D38)
- MortgageAusConnectionsTab: org-scoped DU/LP/GUS credential config (one per kind); secret is a write-only password field, row shows only whether a credential...
AUS-connection config write surface (D37) + single mortgage market per org (D38)
- MlosConfigWriteService **************** org-scoped (resolveProfile), one-per-AusKind uniqueness, secret preserved on blank-secret edits, WORM audit spine. -...
@JsonIgnore AUS secretCiphertext so it never leaks into audit snapshot (D37)
Investor delegation sub-editor — per-program authority (D39)
Drop the delegated Switch/column; each investor row expands to a per-program delegation editor (program UUID, blank = investor-wide default; DELEGATED/ NON_DELE...
Drop **************** column (D39)
The coarse boolean is replaced by the per-program mlos_investor_delegation child; drop the removed NOT-NULL column so Hibernate INSERTs are not rejected.
Investor delegation write surface — per-program CRUD (D39)
Drop delegatedAuthority from the InvestorConfig write/view; add the InvestorDelegation sub-collection under /investors/{id}/delegations (GET/POST/ PUT, delete v...
Per-program investor delegation (D39) — new InvestorDelegation child
Delegation is granular per (investor, program), not a coarse InvestorConfig boolean. Adds DelegationAuthority {DELEGATED, NON_DELEGATED}, the InvestorDelegation...
[AUS] AusConnectionConfig entity — per-org per-market DU/LP/GUS connections
Owner directive #6: each org configures its own AUS vendor APIs (Fannie DU / Freddie LP / USDA GUS) per mortgage market, in settings→commerce. Foundational data...
[ImageAssocType] append LOAN — images attach to a loan, doc type required
Owner directive: images can be attached directly to a mortgage loan, always with a relevant doc type. Append LOAN to ImageAssocType (id 11, bucket imaging-loans...
[sign-convention] money sign-convention validators + Adjustment model
Per the owner's canonical rules. Core domain money never encodes meaning in a sign: - **************** / requirePositive — assets, receivables, liabilities, p...
[§5.A] canonical BorrowerScenarioProfile + ProductDiscoveryGate
Per the owner's §5.A directive: ScenarioSupportPolicy must consume a canonical Borrower Scenario Profile generated from normalized URLA data, never raw forms/UI...
[12] §5.A ScenarioSupportPolicy deferral-interlock resolver (D36)
doc 12 line 235 P0 — 'the cheapest highest-leverage lifecycle addition'. A legal-wall at product-discovery that keeps **************** from silently running as ...
[11] doc 11 §6.2 single-active enum↔DDL drift guard
**************** is derived from enum metadata, but the DB backstop is four partial-unique indexes in KamoInitializer whose type IN(...) lists HARD-CODE the sin...
[08] ReconciledFactPublisher — los.pipeline.fact publish seam (D34)
doc 08 §3.3: the locked **************** must not gain a NATS publisher (that edits donotmodify). Add a non-locked ReconciledFactPublisher wrapper that reconcil...
Use the simple entity name in the calibration-count JPQL (D32)
countCalibrationSamples referenced AiDecision by fully-qualified class name in the FROM clause; Hibernate resolves that, but every other @Query in the shared-li...
Update CanonicalTemplateLoaderTest for the change-password template set
Commit 7c6b20f (change-password support) added the canonical PASSWORD_CHANGED template and reworded EMAIL_VERIFICATION's expiry variable ({{expiryMinutes}} → {{...
[12] §5.C AutonomyGovernor — kill-switch + force-steward-until-calibrated (D32)
The DecisionGate already carries a GLOBAL static force-steward @Value, but §5.C needs two things it cannot give: a kill switch flippable WITHOUT redeploy (so DB...
[04] risk-overlay tab — credit-box/geo/exposure layers (D31)
New MORTGAGE market config tab for per-tenant risk overlays: category (credit box / geo concentration / property type / loan amount / fraud / exposure limit) + ...
[04] slice E2 RiskOverlay collection CRUD (D31)
Risk overlays (credit-box / geo-concentration / exposure-limit layers on the base credit box) as a config collection on the D31 spine: create defaults configVer...
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