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...
ProductEnablement implements VersionedProfilePolicy (per-program versioning)
VersionedProfilePolicy interface for effective-dated policies
Pricing/Capital/ServicingPolicy implement it so one publish routine drives the single-active demote-then-insert versioning.
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...
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...
@JsonIgnore AUS secretCiphertext so it never leaks into audit snapshot (D37)
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...
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...
Unified timeline SPI + entities on the media schema
Reuse MediaSession/MediaObj to hold social posts & replies (post=MediaObj, comment=child MediaObj via MediaObjMsg.parent, provider linkage on MediaObjSocialRef)...
IDENTIFIER_REGISTERED event type (mlos.identifier.registered)
The initial-registration counterpart to IDENTIFIER_SUPERSEDED — the durable signal downstream mirrors / global-resolution caches consume when a native identifie...
Marketing rights group — ServiceType.MARKETING + 6 rights (ids 150-155)
VIEW_MARKETING, VIEW_SOCIAL_MEDIA, MANAGE_SOCIAL_MEDIA, VIEW_MATERIALS, VIEW_REFERRAL_CODES, MANAGE_REFERRAL_CODES. MARKETING is a rights-grouping module (enabl...
AUS compliance event types - downgrade.forced, waiver.recorded, validation.recorded
The [10] compliance-validator unit's durable signals (D22/D24): the FHA TOTAL forced-downgrade decision-of-record, and the append-only waiver/data-validation li...
Add X(4)/DISCORD(5) provider enums + X(6) platform OAuth provider + active-by-provider repo lookup (no schema; provider_type_id is a plain Integer)
Lock-lifecycle outbox event type + BusinessDayCalendar promoted to mlos.compliance
- **************** (mlos.pricing.lock.lifecycle): one event type for the whole post-lock lifecycle; the specific MlosLockEventType rides in the payload. The...
MlosConfigChangeLog date_created — drop @ColumnDefault (duplicate default)
Both @ColumnDefault("now()") and columnDefinition="TIMESTAMP DEFAULT now()" made Hibernate emit 'TIMESTAMP DEFAULT now() default now()', which CockroachDB rejec...
Config/activation layer + decision-gate hardening + DecisionSpine provenance + SMS template entities
- [04] mlos.config: **************** enums + BusinessModelConfig/ **************** entities+repos + ScreenState/ModuleState/ ModuleKey/StewardQueueKey + Act...
PlatformOAuthClientResolver (read+decrypt registry) + PlatformOAuthSeeder (idempotent boot seed from env) + ResolvedOAuthClient
PlatformOAuthClient registry entity + repo + PlatformSecretCipher + provider enum
Platform-level OAuth2 verified-app registrations **************** encrypted at rest via PlatformSecretCipher (AES-256-GCM, platform.enc-key). Standalone entity;...
MediaObjTransit.date_created insertable=false so DB default fills it
The builder never set dateCreated; Hibernate bound NULL and violated the NOT NULL constraint, breaking addMembersToSession (and thus the social lead-accept hook...
Archived-market queries; drop redundant hard-delete
Add findArchivedByOrganizationId + findAllByOrganizationIdOrdered and the matching **************** service methods so Commerce settings can surface an Archived...
M1 foundation — provider SPI + normalized DTOs, 6 entities **************** repos, registry, MediaSessionType.SOCIAL, translation source-language column
System-wide credit suspend, credit-balance invalidation, paginated history
- OrgLeadConfig (new ORG_LEAD_CONFIG table): org-wide 'System Wide' switch that suspends CREDIT-BASED lead auto-assignment (FFA unaffected); gated in acceptNe...
Suspension now actually blocks acceptance (alert + accept + FFA)
findApplicableAllotments filtered 'AND la.isActive = true', so getMostSpecificAllotment returned a less-specific ACTIVE fallback (or nothing) when a member's sp...
Store original uploaded file key on LeadImport run
Adds SOURCE_FILE_KEY + SOURCE_FILE_CONTENT_TYPE columns so a run references the original file archived in MinIO (KamoInitializer adds the columns on next run).
Persistence spine for import templates, runs & per-row records
Replaces the empty stub entities with real @Entity classes (modeled on the LeadIntake* precedent: UUID id, gen_random_uuid, DB-default timestamps, statusId + @T...
Scope import dedup query + org-guard member/vendor-product assignment
- **************** scoped, projection-only duplicate lookup for the manual importer (replaces a per-batch findAll() that hydrated every lead across all tena...
3 CRM rights + members-with-right query
RoleRightType: SPEND_RECEIVE_LEAD_CREDIT(147), **************** REASSIGN_LEADS_MANUALLY(149) under CRM. **************** for listing members holding a right. Se...
Pin markedForReassignmentBy FK to INT8 (no inherited default)
Without columnDefinition, Hibernate copies members.id (INT8 DEFAULT unique_rowid()), so CockroachDB backfilled existing leads rows with bogus member ids on ALTE...
**************** (Accepted-Today column)
Counts leads a member accepted via credit/FFA for a vendor product since a UTC instant (member local start-of-day). Consumed by LeadAcceptController /leads/avai...
Add **************** for the registry decision half
doc 11 §5.3 step 4 / §10 audit completeness — every registry mint/receipt/supersede emits a paired WORM AiDecision + LoanIdentifierEvent. This adds the AiFuncti...
Credit-assignment orchestration services (shared-lib)
- LeadAllotment.isInfiniteBalance (∞ credit balance → mint-on-the-fly at accept) - CreditLeadAssignmentService: atomic Accept-Lead (select→lock→recheck→claim, m...
Credit-assignment shared-lib helpers
- **************** — powers the 'must comment before accepting another lead' gate (comment = member's non-removed MediaObj in lead stream) - **************** ...
Credit lead-assignment data model (shared-lib)
- Lead: requiresAssignment flag + markedForReassignmentAt/By (nullable; null actor = vendor/API import) - **************** + eventTypeForKey routing + registry ...
Scope vendors to a market; derive market products; archive markets
- LeadVendor gains a required MARKET_ID (columnDefinition pinned to plain UUID so the FK column does not inherit the referenced PK's gen_random_uuid() default...
Sign requests with configurable site region
MinIO now enforces MINIO_SITE_REGION (us-west-ca-s-1) in the SigV4 authorization scope since site replication was enabled. The client was built without a region...
Comp provisioning clears trial deadline (comp supersedes trial)
In the existing-subscription update path of provisionCompSubscription, set trialExpiresAt to null so a previously trialling org is cleanly promoted to comp with...
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