Live Change Log

- **************** userId): mirror a user into the org's securityProvider org as a base Member (deduped; no-op when the org secures itself or the user is al...

Adds the Next proxy routes for /leads/{id}/tasks[/{taskId}] (the tab's getTasks/ addTask/updateTask/completeTask calls were 404ing), a deleteTask action in the ...

Implements the backend the /leads/view Tasks tab was already calling but that never existed: GET/POST/PUT/DELETE **************** (LeadTaskController + LeadTask...

Backs the /leads/view Tasks tab (previously a frontend-only stub with no persistence). LeadTask (table LEAD_TASK) mirrors the frontend TaskItem shape **********...

/leads grid is now fully live over websocket (NATS→STOMP): rows add/remove/update against the active filter automatically and changed cells blink once for other...

Cross-tenant SUBSCRIBE guard for the new lead real-time topic, mirroring the existing /topic/social/feed guard: a member may only subscribe to their own org's l...

Adds /api/security/leads/{id}/locks **************** backed by LeadLockService: exclusive per-pane reservation, draft-buffering heartbeats that reset a 5-min id...

Publish org-scoped lead events on security.leads.rt.{orgId} (created/updated/ deleted with changed-field keys, history-appended) so the /leads grid and /leads/v...

Follow-up to the Style A→B sweep, covering pages that don't route through SettingsView: - /kb: KbNavBar becomes a gradient hero header with the Articles/Resour...

Applies the vendors-tab treatment to the sibling CRM settings surfaces so the standalone "x • y" summary bar at the bottom no longer eats page real estate: - S...

Recaptures the page real estate the standalone bottom summary bar used to occupy — the "x vendors • x products" line now stacks above the action buttons in the ...

Every gradient-hero page that rendered its primary tabs in a separate card below the header now renders them inside the gradient header itself, matching /accoun...

Add an optional backHref/backTooltip to SettingsView that renders a white back arrow left of the title, and wire the CRM settings page to send the member back t...

Preface the CRM settings tab links with a bold 'CRM Settings:' label (new **************** key), separate links with ' | ' instead of a bare space, and switch t...

Render a right-aligned row of white, underlined, space-separated links to each /settings/features/crm tab above the Leads header refresh button. The links reuse...

POST **************** (LOS write): staff upload an appraisal/title/HOI/flood doc to the loan-level image store, then satisfy the loan's THIRD_PARTY requirement ...

waiveCondition and deleteCondition now best-effort call MLOSDocService's suppress-for-condition after a successful waive/delete, so a waived condition's require...

A borrower's uploaded document flips the requirement to RECEIVED (awaiting lender), but the Documents column only showed 'Awaiting borrower' or a neutral 'In re...

The freshness engine leaves a STALE_EXPIRED predecessor beside its fresh successor under one **************** Only the read path (ConditionClearabilityComputer)...

DocNotificationService sends transactional emails (established EmailTemplateServiceClient path, recipient = account primary member, portal link from org root do...

Borrower document-collection emails (transactional, CAN-SPAM-exempt): a request nudge when the checklist is minted, and a return-for-reupload notice. Added to C...

Per-loan doc progress (accepted/total + a colored bar, 'N from borrower' / in-review / complete) in the applications pipeline, fetched in one batch by loanFileU...

The help column's visibility was stored in a single global localStorage key, so it wasn't scoped to the user. Introduce useQuickTipsVisible, keyed by user id (n...

- Generate the scenario document checklist at APPLICATION_TAKEN (MortgagePipelineController transition hook) so it exists the moment a loan enters the pipelin...

- Rename the help side-column title to "Quick Tips" everywhere (SettingsView reads **************** whose value is now "Quick Tips"). - Add a shared HelpConte...

The sub-option menu only rendered one level, so a sub-option that itself has sub-options (Settings topics → sub-topics) was inaccessible. - NavToolButton now r...

Turn the two hardcoded navs (NavPri/NavTop) into a data-driven, per-member system. - Single nav registry (navRegistry) + pure resolver (resolveNavLayout) enfor...

Idempotent re-link of every borrower on a loan to its account-party, callable from the document surfaces so an upload can always resolve the borrower's vault pa...

- AccountDocumentsTab: per-borrower-party view of the account's document vault and per-loan requirements. Upload once, satisfy every loan (satisfy-across); st...

- MlosDocClient: POST verbs (generate, satisfy, accept, reject, satisfy-across) + enriched loan/party reads over X-Internal-Auth. - MortgageAppController /{ui...

- **************** find-or-create the reusable account-party (document-vault shared-human key) for each loan Borrower; dedup ssn4+dob, else primary→account....

Clicking a multi-loan deal opens a right drawer showing the group status + each member loan (borrower, property, loan status), each clickable through to the loa...

Returns one deal group's rolled-up summary + each member loan's AppMortgageSummaryDTO (drill-in for the per-transaction pipeline). Operator view or a party to t...

- MemberDocumentService: upload a doc ONCE at AccountBorrowerParty scope → ImageService creates an Img in the auto-created imaging-member-vault bucket *******...

ApplicationsPipelineConsole now lists ONE row per LoanTransaction (its representative loan + any not-yet-grouped legacy loans), with a pinned 'Deal / Status' co...

A star toggle on each product designates the org's single KamoMLOS portal auto-assign product (single-active). Gated via GET /lead-vendors/mlos-readiness: shown...

- **************** designates ONE LeadVendorProduct as the org's KamoMLOS portal auto-assign product; single-active (demotes any other, org-scoped, fail-close...

- MortgageVerticalResolver: resolves an org's RESIDENTIAL_MORTGAGE LeadMarket, MORTGAGE CommerceMarket, designated default LeadVendorProduct, and EFFECTIVE PO...

AccountManager gains a Merge Accounts action (gated by **************** select exactly two customer accounts, pick the survivor, optionally keep the duplicate's...

P2a — admin account merge (owner requirement A), gated by MERGE_ACCOUNTS: - AccountMergeService: reparents EVERY account_uid child via native UPDATE (bypasses J...