Live Change Log

Nullable String column (NONE|FULL|SIMPLE) driving the per-org background logo watermark preference; null resolves to FULL on the client. Merged in patchOrganiza...

The dedicated wallpaper editor was reachable from My Account but not from the home page. Adds a frosted "My Wallpapers" pill to the left of the top-right Backgr...

Steward button rebuilds the pipeline-funding projections from the live pipeline (POST passthrough, org from session) then reloads the fan/KPIs. Gives the flagsh...

POST **************** → MlosCapitalMarketsClient (X-Internal-Auth, org stamped from session) → MLOSCapitalMarketsService recompute. Operator-gated like the othe...

Adds **************** — a full-bleed, inline (no-popup) wallpaper editor, and moves all upload/gallery curation off the My Account tab. - New "cinematic Stage"...

'AI summary' button posts the factual scenario to **************** → the org's configured provider. Graceful: no provider → deterministic rule-based insights st...

POST **************** takes a factual (estimated) scenario summary, calls MlosAiClient.text(orgId, prompt, LIGHT) through the org's configured AI provider, retu...

Right-side panel on /leads/view for mortgage leads: 14 modular tools (Summary, Eligibility, Payment, DTI, Affordability, Down-Payment/Rate comparison, Cash-to-C...

Mirrors the vision path: selectTextProvider picks the org's active provider tagged with the requested cost tier (LIGHT/MEDIUM/HEAVY), falling back by priority; ...

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 ...

Adds a 'Borrower-stated financials' subsection (estimated income/credit, purchase price, down payment, refi balance/cash-out) to /leads/view mortgage details, l...

ClaimedFactsDTO gains purchasePrice, downPayment, currentLoanBalance, cashOutAmount and phone; PortalLeadService.applyFacts maps them onto LeadClaimMortgage / t...

Surfaces the existing **************** and adds four stated columns to LeadClaimMortgage; wires DTOs (read/update/create), the history field registry, and LeadS...

- New ImageResizeClient runs member background uploads through the SAME post-processing as org backgrounds (POST **************** and stores the result as ....

- Gate the My Profile "Background & Theme" section by MANAGE_OWN_BACKGROUND_IMAGES (self) / **************** (others); let a background-admin open another m...

Adds MANAGE_OWN_BACKGROUND_IMAGES (165) and **************** (166) to RoleRightType, serviceType null so they land in the General settings group (mirrors the ST...

Fires LOAN_DOCS_READY_LO at the satisfy points alongside the borrower DOC_COMPLETE. Resolves the LO via loanFile -> **************** -> Member; self-guarded to ...

The read-only Loan Originator section now has a loan-officer picker (org members via /members/names) + Assign, calling PUT **************** at the transaction l...

Add the config inputs the EmailService resolver reads to authenticate cloud mailboxes: - Google Workspace: service-account key (JSON) for domain-wide-delegation...

Cloud providers (Microsoft 365, Exchange Online, Google Workspace, Zoho, IceWarp) inherited read/send from **************** but the resolver never populated IMA...

The upload dialog now offers an optional "Deal" selector (the account's transactions); choosing one stamps loanTransactionId so a time-sensitive doc (credit rep...

The vault upload now accepts an optional loanTransactionId, stamped onto the MemberDocument so a time-sensitive doc (credit report / bank statement) can be boun...

Adds a two-icon switch top-right (under the trial pill; it rises into the pill's place once the trial ends) to choose the console background: - Plain gradient (...

Completes the originator lifecycle: a shared resolveProjection() now feeds BOTH the live read projection and the freeze (no drift). On issuing an INITIAL_LE dis...

Replaces the flat loan grid with a PrimeReact DataTable of TRANSACTIONS that start collapsed and expand IN PLACE to their member loans (no two-click drawer), so...

Keeps the trial line in the masthead status strip and re-adds a prominent pill in the top-right so an org's trial mode stays obvious. It's the NavPri expanded t...

Previously the order only changed on drop, so it read as swapping into a slot. Now the list re-flows live as you drag: dnd-kit onDragOver moves the dragged opti...

A transaction can group multiple loans; the app header now shows a switcher to jump between the deal's sibling loans (hidden for single-loan deals) instead of o...

Surfaces the loan's transaction so the /applications view can show/switch sibling loans. Verified: mvn install clean.

Mirrors the backend field for the pipeline Transaction # column. Verified: tsc --noEmit clean.

The per-transaction pipeline row now carries the human transaction number. Verified: mvn compile clean.

Completes the live originator projection: the assigned LO's StewardLicense (NMLS_MLO) for the SUBJECT PROPERTY's state (from property.address.subdivision, norma...

Members can now reorder their home options by dragging, and the arrangement is persisted server-side per member (survives reloads and follows them across device...

Overview tab removed; Materials is now first. The /marketing index redirects to the first accessible tab (Materials by default), so anyone opening Marketing lan...

GET /mortgage-apps/{uid} now overlays a LIVE, system-managed originator projection (computed on read, never stored) unless the row is frozen: org name/NMLS/addr...

The Loan Originator card no longer hand-edits URLA §9 data (the duplication of **************** it was re-capturing). It renders read-only: a LIVE projection of...

ensureTransactionForApp now stamps an org-unique transactionNumber (TXN-<uid>). New **************** + PUT /mortgage-apps/transactions/ {uid}/loan-officer sets ...

Additive nullable columns + org-unique transaction-number index for the MLOS originator/transaction refactor: mlos_loan_transaction (transaction_number + assign...

Backbone for the system-managed-originator + transaction-first refactor (spec 2026-07-08): - LoanTransaction: transactionNumber (org-unique) + assignedLoanOffic...

Adds a Product filter to the /leads filter bar, immediately right of the Vendor filter. It behaves like the Status/SubStatus pair: disabled until a vendor is se...

The program→engine, run→engine, and decision→gate mappings were local to **************** The capital-markets lock-stage AUS hard-stop needs the identical class...

Settings → AI → Providers: each provider gains a Cost tier (Light/Medium/Heavy) select and a Supports vision toggle (+ list chips). Materials drawer: 'Suggest t...

AiProviderController reads/echoes costTier + supportsVision. ProviderRoutingService gains selectVisionProvider(orgId, tier). **************** runs a one-shot vi...

MaterialAiController POST **************** verifies ownership, mints a short-lived signed material URL, and calls AIService's internal vision endpoint (org's ow...

Adds costTier (LIGHT/MEDIUM/HEAVY via new AiProviderTier enum) and supportsVision boolean to AiProvider, so integrations can pick how expensive a provider to us...

Replaces the client-local (localStorage) remembering of the external-image choice with a durable per-member record. New RemoteImageConsentService (fail-soft rea...