AccountGuid insert always violated FIRST_SEEN_AT NOT NULL — ZERO portal leads ever created
Hibernate includes every mapped column in INSERT (no @DynamicInsert), so the unset timestamp went out as explicit NULL and the DB default never applied. Every v...
The doc-04 vendor RUNTIME — MortgageProviderResolver + VendorTypeBridge
The integrations tab wrote MortgageProviderConfig rows nothing consumed at runtime. Resolver: (org, VendorCategory) → activation-gated, profile-scoped, first-en...
Real verified-fact reconciliation — evidence facts now populate the URLA
Replaces the M3a log-only stub: asset.* facts (grouped per source document) become Asset rows and employment.* facts become Employment rows via BorrowerSectionS...
NmlsId is patchable — the company NMLS finally has a write path
Organization.nmlsId (SAFE Act identifier feeding the originator projection's originatorOrgNmlsId and the borrower portal's verified-license pill) was readable e...
Add sellerCredits field + @JsonIgnoreProperties tolerance on lead request DTOs
Mirrors renovationCost: entity column, 3 DTOs (CreateLeadRequest/ UpdateLeadRequest/LeadDTO MortgageFieldsDTO + LeadDTO builder), LeadService create/update pass...
ClosingHorizon — shared §5 close-date heuristic (stage → business days)
One source for the closing horizon so the capital-markets forecast and the doc-freshness sweep project the SAME close date. A calibrated CDF replaces the table ...
Carry mortgage figures in LeadListDTO for the /leads grid
The /leads Residential-Mortgage columns (Loan Amount, Loan Purpose) and the client-side LTV/DTI need mortgage data the lean list projection didn't ship. Widen L...
Sync renovationCost + currentLoanType through MeridianLink mapper (ids TODO-flagged)
Extends the isVeteran LO-XML wiring (1f583db) to the two new renovation/ streamline-refi fields added in 4A (5132026). - LoXmlFieldMapper: FIELD_RENOVATION_COS...
Add renovationCost + currentLoanType mortgage fields
Mirrors the isVeteran field (3f0cea1): entity column, 3 DTOs **************** MortgageFieldsDTO + LeadDTO builder), LeadService create/update passthrough, and L...
Backward-compatible 6-arg LeadFieldPatch constructor (isVeteran defaults null)
Keeps existing 6-arg consumers (e.g. SecurityService LOS-apply tests) compiling on the shared-lib bump without a lockstep change.
Sync isVeteran through MeridianLink LoXmlFieldMapper (id TODO-flagged)
Wires LeadClaimMortgage.isVeteran into the LO-XML round trip using the convention field id aBIsVeteran (matches the aB... borrower-attribute prefix of aBFirstNm...
Org-scope inbound LOS loan lookup + after-commit outbound push + inbound history audit
ApplyLosPatch owns lastPulledAt (stamp on no-op too); single link writer
Active-filtered MarketLosConnection finder
Adds **************** so consumers can treat a soft-deleted (isActive=false) LOS connection as absent, mirroring SocialConnectionController's active-filtered re...
PlatformOAuthProviderType append-order guard
Regression-locks the Phase 5 pull-forward: MERIDIANLINK(8,"meridianlink", "MeridianLink Mortgage") must stay the LAST constant so no existing provider's persist...
Fail closed on blank MeridianLink Save status + OKWithWarning test
LO-XML field mapper
LoXmlFieldMapper translates Lead/LeadClaimMortgage <-> confirmed MeridianLink LO-XML ids (sLAmtCalc, sPurchPrice, sApprVal, sLPurposeT, aBFirstNm, aBLastNm) wit...
MeridianLink modified-loans + deep-link
Adds ListModifiedLoansByAppCode (parse ArrayOfString -> loan names), **************** and AppView.GetPmlLoanUrl (prefix the partial URL with the origination hos...
MeridianLink SOAP client create/save/load
MeridianLinkSoapClient wraps the Loan.asmx ops over a Spring-WS WebServiceTemplate (namespace **************** per-op SOAPAction): Loan.Create -> loan name; Loa...
MeridianLink auth ticket cache
MeridianLinkAuthService mints and caches the sTicket per (instanceBaseUrl + sha256(clientSecret)) with an injected Supplier<Instant> clock and a configurable TT...
MeridianLink creds resolver
Adds the Phase 2 SOAP-adapter package **************** with MeridianLinkCreds (secret-redacting record) + MarketLosConnectionResolver, which decrypts the per-ma...
LeadLosLink entity + repository
Tracks a lead's link into an external LOS loan file, one row per (lead, provider). Carries the sync bookkeeping (contentHash, lastPushedAt, lastPulledAt) that P...
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...
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