Live Change Log

Org-scoped recurring schedule (recipe + cadence + optional social targets) with an atomic-claim query so a MediaService sweep runs each due schedule once.

Org-shared named binding of a Canva brand template to field values (literal text or a Materials image), so stewards can re-run a standard data-merge.

Adds a nullable, max-40-char materialId to the Lead entity (MATERIAL_ID VARCHAR(40)), registers it in LeadHistoryFieldRegistry (Profile category) so edits are a...

DRAFT→APPLICATION_TAKEN for a borrower (a loan party, not an operator, so no LOS_TAKE_APPLICATION). Routes through transition() with a scoped predicate that gra...

Adds a TRANSCRIPT TEXT column to the Recording entity and threads a transcript through **************** (with backwards-compat constructors so existing 5- and 9...

Adds the "meeting-summary" transactional template (subject + branded HTML with {{roomName}} and raw {{summaryHtml}}) and registers it in CANONICAL_KEYS so it se...

New MEETING_RECORDINGS table (org, meeting ref, room, MinIO bucket/object key, size, duration, captured/expiry timestamps, summary status) — the parent record f...

**************** boolean -> Boolean so a PATCH that OMITS the field is distinguishable from an explicit false. LoanConditionService.update now null-guards *****...

- **************** — platform Canva Connect client registration - ImageAssocType.MATERIALS(13, imaging-materials) — org marketing assets bucket - **************...

updateLoan and updateProperty now reject a negative monetary amount on the LTV inputs (loan amount, estimated/purchase/appraised value) via requireNonNegative —...

**************** orgId): read helper backing the borrower post-submission edit lock (a borrower may only edit the URLA while the file is DRAFT). **************...

**************** memberId): resolves the member's existing in-progress DRAFT application so a repeated borrower self-create (double-click / reload / second tab ...

feed so the unified Interaction Center Chats list can include all kinds: - SUPPORT (TYPE_ID=2): sessions where the member is the assigned agent OR the request...

Backs the lead-view callback feature: a lead-owned callback record (PENDING/CONTACTED/CANCELED) keyed off leadUid, with a soft reference to the mirrored EmailSe...

The ::timestamp shorthand is mangled by Hibernate's native-query parser (it reads ':' as a named-parameter prefix, turning ::timestamp into :timestamp) -> CRDB ...

Effective rights were computed by folding every source (roles, department, job title, member) into one map where NUKE always won. That meant a member holding bo...

Add three CRM rights (161-163): "Assigned To Others: View/Edit Lead Contact Info" and "View Unassigned Leads". Add LeadListDTO — a lean projection for the /lead...

SELECT now() returns TIMESTAMPTZ, which Hibernate materializes as java.time.Instant and cannot cast to the declared LocalDateTime return type — throwing ClassCa...

The child-org topic query filtered on assignToOwnOrg=TRUE (own-org-only) when it should return topics SHARED with child orgs (assignToOwnOrg=FALSE). Rename the ...

- **************** 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...

Add **************** exact domain match, then drop the deepest label once (register.optionone.com -> optionone.com) so a per-org register/branding subdomain res...

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

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...

createPair's sole caller is the wizard's 'ensure primary borrower', but it unconditionally inserted a new pair every call, so a concurrent autosave + explicit S...

NatsMessageService.publish() pins expectedStream=CHAT_MESSAGES; a los.pipeline.* subject is owned only by the LOS_PIPELINE stream, so the server rejected every ...

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

BorrowerScenarioProfileService and ProductDiscoveryGate are shared-lib @Component/@Service beans that inject **************** / mlos.config repos. With blanket ...

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...

Surfaces the backing LoanFile.uid so the pipeline can map an app row to its document requirements.

Live E2E showed a single loan producing 4 parties for 2 humans (an empty placeholder was created at borrower-create before identity, then a 2nd party at identit...

Adversarial-review fixes: - HIGH: drop the memberId dedup that conflated the loan's isPrimary borrower with the account OWNER — a member self-creating a loan ...

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...

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

NEW entities (additive; KI runs DDL): - TransactionGroupStatus enum + LoanTransactionStatusDeriver: derived group lifecycle (Created→…→Completed) rolled up fr...

bootstrapBorrower seeds a Declarations/HMDA shell whose NOT-NULL borrower FK requires the Borrower to be persistent; createBlank called it BEFORE the cascading ...

createBlankOwnedByMember re-saved the app graph in the same tx as createBlank, before the borrower/declarations rows were flushed → TransientPropertyValueExcept...

Adds the ownership primitives for borrower self-service (a borrower is a plain org Member with no operator LOS rights): - createBlankOwnedByMember(orgId, member...

Replaces the M2 last-write-wins mergeOverlay placeholder (which silently discarded the authoritative baseline on any org override) with a recursive JSON deep-me...

The terminal per-field output of MLOSIngestionService's parser: a staged, reviewable extraction candidate (segment/source-doc FK, targetEntity, fieldPath, cellR...

mergeFactsBestEffort runs the enrichment write-back in its OWN transaction (REQUIRES_NEW) so a failure can never roll back the caller's transaction — the safe w...

Reuse mlos.legal StewardLicense as the single per-member/per-state NMLS registry (add activelyProvidingBusiness). Add member-level Member.nmlsId. Add General-Pe...

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 ...

D1/D45 broadens BorrowerScenarioProfile consumption. Populates the dormant factsJson and makes it the shared source of truth for borrower/loan facts: - Scenari...