Live Change Log

What each agent actually did: conversations, how often a person had to take over and why, outreach outcomes including the ones held back, and what it cost. Eve...

Twelve @Query aggregates across sessions, messages, usage records and outbound touches, so a scorecard is a handful of grouped queries rather than loading rows ...

Adds per-model price editing to the provider setup screen. Prices are seeded from each vendor's published list price where we know it, and blank where we do not...

Cost accounting could never work: AiModel has price columns, AiModelController reads them and ChatOrchestrationService reads them to compute costEstimate - but ...

Renders an AI_HANDOFF system event as a card with the reason, the AI's summary, and a collapsible transcript of the conversation so far - so the borrower does n...

Adds POST **************** proxied to MediaService alongside its createSupportSession sibling. Without this the handoff feature was dead on arrival: MediaServi...

Creates or reuses the support session, copies the AI transcript in as one system event, routes it, and tells the visitor honestly what happens next. Confidenti...

The AI could not previously ask for a person: escalation rules reached the model via the compiled prompt, but there was no machine-readable signal back, so the ...

The counterpart AIService's outreach dispatcher calls. Without it the whole outbound path terminated in a recorded 404 - the gate authorized a touch, the messag...

Makes the outreach spine actually fire. The gate, contact state, consent and audit already existed; nothing caused a touch to be evaluated. - NATS enabled for ...

Adds an editor for org-wide required opening/closing text - the compiler and columns existed but nothing could set them, so the capability was dead. Copy states...

AiOrgSettings gained forcedPreamble/forcedFooter and SalesAgentCompiler already folds them into every agent, but the settings controller neither read nor wrote ...

The agent editor was a ~800px MUI Dialog whose entire surface was a 10-row textarea, on the one AI tab that used a dialog at all. It is now a dedicated route, a...

Structured agent config compiles to the system prompt, freezes per published version, and gains the gate an agent must pass before initiating contact. Compiler...

Replaces the single training-context blob with a structured, versionable agent model, and adds the per-contact spine an agent needs before it may initiate conta...

Builds out /settings/ai?tab=sales-agents (was a stub): orgs create agents for their sales industry, either from a built-in template or by writing the training c...

chat-routing now returns the assigned officer's NMLS, title, photo, phone, email and whether they hold a valid license for the subject-property state, plus the ...

- WebChatIntegration CRUD threads salesAgentId (null clears the assignment) - lo-presence now returns the member's availabilityStatus alongside online, so the ...

- AiSalesAgentController (/api/ai/sales-agents): org-scoped CRUD + GET /templates - SalesAgentTemplateRegistry: built-in starter templates, beginning with a m...

Org-configurable AI sales agents: a named agent for a sales industry, programmed with a training context the org authors (from a template or by hand), assignabl...

- ManagedChatIntegrationService: lazily mint the org's platform-managed SPECIFIC_AGENT WebChatIntegration on first access. KamoMLOS is first-party: org resolv...

- createSupportSession takes a signed routingToken (not preferredAgentMemberId); verified via ChatRoutingTokenCodec + cluster internal.auth.secret, enforces ...

Foundation for making the reusable public-chat widget handle the KamoMLOS borrower->loan-officer variant securely, and for propagating lead reassignment into an...

PDF rate sheets are read by the org's configured vision provider. When none is configured the AI call fails the same way a model error does, so the console had ...

Two limits made org-configured vision unusable for whole classes of caller. 1. Vision was URL-ONLY. Every caller had to stand up public, provider-fetchable ser...

The Devices tab now has two sub-tabs. The existing PBX/softphone hardware table moves under "Phone System(s) Devices" unchanged; the new "Mobile Devices" tab M...

Backs the new "Mobile Devices" sub-tab under Settings → Features → Phone → Devices (its sibling "Phone System(s) Devices" stays on VOIPService and covers - GET...

The extractor now reads .xlsx/.xls and sniffs the format from the file itself, so the picker no longer restricts to CSV and the copy says plainly what is readab...

Rate-sheet ingestion existed end-to-end in the backend and none of it was reachable. This adds the one surface that walks the whole chain: upload an investor's ...

Investor rate sheets / LLPA + eligibility matrices / lock policies need somewhere to live: the ingest extracts from the blob, and the published rate-sheet versi...

Exposes the two new catalog promotion writes to the steward console under the existing MLOS steward gate, with organizationId server-stamped from the operator s...

personal phone or must be on a company-managed (Android Device Owner enrolled) device: - MobileDevicePolicy enum: PERSONAL_ALLOWED | COMPANY_MANAGED_REQUIRED. ...

MLOSIngestionService had no gateway presence, so no tenant could hand a rate sheet to the extractor and the candidates it stages had no reader on any reachable ...

New Identifiers tab in the mortgage steward console: paste an external number (loan number, MERS MIN, DU/LP/GUS case file, e-sign envelope...) and resolve it ba...

MLOSIdentifierService had no gateway, so the typed identifier plane (the routing gate every inbound vendor/agency/AUS/e-sign callback uses) was unreachable from...

Completes the owner-column lookups the MLOS identifier plane needs to route inbound callbacks: **************** (DU/LP/GUS run handle) and **************** Both...

The MLOS identifier plane resolves an inbound vendor/agency callback back to a loan; for OWNED_ELSEWHERE types the authoritative value lives on the OWNER's colu...

The borrower-facing half of the conditions loop: two generic checklist templates for the new condition notification consumer. Added to CANONICAL_KEYS with their...

GET **************** resolves the org by hostname (alias-fallback) and reports whether its account is in an active native trial, reusing **************** (now p...

Refactors PoweredByKamo into a fixed column stack and self-fetches /api/trial-status/{host} (proxy to SecurityService public trial-status endpoint), rendering a...

Self-fetches /api/trial-status (proxy to SecurityService public trial-status endpoint, resolved by login host) and renders an amber pill above the Powered-by pi...

A steward reviewing a THIRD_PARTY requirement (appraisal/title/flood) can now open the satisfying document. New binary Next.js route streams the per-loan authz'...

Completes the doc-review byte path started with the vault viewer. LOAN-collection imgs (appraisal/title/flood) are refused by the generic imaging endpoints (per...

Turns the conditions/docs stage into a real review loop. The member-documents proxy route now passes through non-JSON (binary) upstream responses instead of tex...

Uploaded vault documents (pay stub / Gov ID / bank statement) were write-only: the generic imaging byte endpoints refuse ACCOUNT_MEMBER_VAULT (per-party PII loc...

New Catalog tab in the mortgage steward console: seed a tenant's first priceable bundle with REAL investor + product identities (unblocks pricing), and inspect ...

Catalog was the ONLY MLOS bounded context with no SecurityService gateway, so a tenant's catalog could never be authored/seeded from the console and BorrowerQuo...

LoanSaleDeskPanel in the Capital & Risk Command Center: list investor delivery commitments (status filter), open a commitment **************** and per-commitmen...

MlosLoanFundedConsumer subscribes **************** (durable daemon-mlos-loan-funded) and forwards each purchase to SecurityService's /funded pipeline endpoint v...

- **************** generalized the eClose seam to a shared advance() + added POST /funded (CLOSED -> FUNDED on investor purchase). Same idempotent/at-least-on...