Freeze the originator snapshot at initial Loan Estimate (Reg Z/TRID)
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...
Surface transactionNumber on TransactionSummaryDTO (pipeline Transaction #)
The per-transaction pipeline row now carries the human transaction number. Verified: mvn compile clean.
Originator projection resolves the per-state license
Completes the live originator projection: the assigned LO's StewardLicense (NMLS_MLO) for the SUBJECT PROPERTY's state (from property.address.subdivision, norma...
Live originator projection — org + assigned LO, on read
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...
Transaction-level loan-officer assignment + transaction number
ensureTransactionForApp now stamps an org-unique transactionNumber (TXN-<uid>). New **************** + PUT /mortgage-apps/transactions/ {uid}/loan-officer sets ...
Persist mapped Material ID on manual import + API intake
Both setDirectFieldOnCreateRequest switches lack a default case, so an unmapped systemFieldPath is silently dropped. Add a materialId case to the manual-import ...
Include both desktops in every SSO token, deep-link to the chosen one
Each token carried only its own connection, so the browser's reused json session lacked the other one -> opening Windows after Linux gave 'connection does not e...
Route borrower submit through the pipeline so it fires **************** (audit #3)
patchLoanFile's borrower submit (DRAFT->APPLICATION_TAKEN) now calls **************** instead of a raw updateLoanFile status set, so the submit produces the has...
Resolve session from X-***-Token header in CallerSessionResolver
The kamo-internal -> APIService BFF path forwards the session as the X-***-Token header, but the resolver only read the X-OTK attribute or the *** cookie — so B...
PatchLoanFile is no longer a status backdoor; unblocking a condition needs the underwrite right; clear cascades
**************** status changes are the pipeline state machine's job (POST /transitions enforces legal arrows + per-arrow role gate + open-blocking-condition ga...
Inject KamoDesktop SSO env directly + wire guac-sso into tracked k8s deployment
- @Value reads KAMO_GUAC_SIGNING_KEY / DESKTOP_PASSWORD from env directly (runtime application.yml is configmap-mounted, so property indirection wouldn't bind...
KamoDesktop SSO token endpoint for god members
GET **************** (god-eligible only) mints a 5-minute guacamole-auth-json token (HMAC-SHA256 + AES-128-CBC, per the extension's wire format) and returns an ...
Borrower submit fires the Application-Taken side effects (doc checklist + notify)
The portal borrower submit is PATCH loan-file {statusId:2}, which bypassed the operator /transitions endpoint where the Application-Taken side effects live — so...
Borrower cannot escalate loan-file status or edit the URLA after submission
Two related borrower-authorization holes on the self-service app endpoints: - Privilege escalation (#2): patchLoanFile applied any statusId with no caller-ri...
Borrower self-create idempotency + orphan compensation; don't relay an empty checklist as success
MortgageAppController.create() borrower self-create branch: - Idempotency (#2): resume an existing owned DRAFT via findOwnedDraft instead of minting a duplica...
Lead callback endpoints (schedule/list/resolve)
New **************** controller + service: persists the callback, posts scheduling/outcome notes into the lead's media stream, and mirrors the callback onto the...
Rebuild against shared-lib dbNow() CAST fix
Empty commit to trigger CI, which clones kamo-shared-library at build time and picks up the **************** dbNow() CAST(now() AS timestamp) fix.
Rebuild against kamo-shared-library rights-waterfall fix (5f20d29)
CI clones and builds kamo-shared-library from source, so this empty commit re-triggers the build to pick up the layered rights resolution. On boot the MemberRig...
Revert securityProvider to self-pointing; self-heal member applied rights
Two prod issues from the securityProvider-mirror change: 1. Enter-as-System-Member failed with "No membership in the organization's security provider" for e...
Enforce lead contact-info privacy rights
getAllLeads now returns the lean LeadListDTO and hides unassigned leads from members without VIEW_UNASSIGNED_LEADS. getLeadById masks contact info (state preser...
Interpret lock LAST_EDIT_AT as UTC for epoch-millis expiry
dbNow() now returns DB-UTC wall-clock (now()::timestamp), so recover the absolute instant with toInstant(UTC) instead of the JVM default zone — keeps the browse...
/team creates a TEAM_MEMBER (PROSPECT), /member creates a MEMBER
Public registration now honors the memberType the register site sends (from the /member vs /team path): /team creates a TEAM_MEMBER — as PROSPECT, so an admin m...
Expose team-member work phone extension in team-members-contractors
The /leads Agent filter needs the work-phone extension to label options as "Name (ext 8080)". The extension already exists on TeamMember (getPhoneWorkExtension)...
New child orgs inherit their parent's securityProvider
When creating a child org from kamo-internal, set the new org's securityProvider to the parent org's securityProvider (the org it's created under) instead of le...
Reuse existing users, mirror to securityProvider, gate team-member sign-in
Reuse (no duplicate accounts for the same person): - MemberCreateController now reuses an existing user by personal email case-INSENSITIVELY (was case-sensiti...
File new accounts under the org of the domain, not kamocrm
/register bound the new member's org to the request Host, but the org signal never survived the hop: kamo-register proxies every signup to the shared api.kamocr...
Lead tasks REST API + real-time TASK_CHANGED
Implements the backend the /leads/view Tasks tab was already calling but that never existed: GET/POST/PUT/DELETE **************** (LeadTaskController + LeadTask...
Per-pane edit-lock REST API + auto-save sweeper
Adds /api/security/leads/{id}/locks **************** backed by LeadLockService: exclusive per-pane reservation, draft-buffering heartbeats that reset a 5-min id...
Staff vendor-doc upload endpoint satisfies third-party requirements
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 ...
Cascade condition waive/delete to document requirements
waiveCondition and deleteCondition now best-effort call MLOSDocService's suppress-for-condition after a successful waive/delete, so a waived condition's require...
Scope borrower's loan document-requirements to their own party
The enriched /document-requirements read authorized any party to the app and returned EVERY party's requirements, so on a joint loan a borrower saw the co-borro...
Notify borrower when they've submitted all documents (DOC_COMPLETE)
Daily outstanding-document reminder sweep (re-nudge borrowers, throttled)
Notify borrower when a document is accepted (DOC_ACCEPTED, per-party routed)
Per-party vault authorization + per-party notification routing
The account vault held documents per-PARTY (shared human) but authorized access per-ACCOUNT — two HIGH multi-human defects on a joint loan: - PII leak / lockou...
Borrower notifications close the collection loop
DocNotificationService sends transactional emails (established EmailTemplateServiceClient path, recipient = account primary member, portal link from org root do...
Pipeline per-transaction grouping was broken
TransactionSummaryDTO.loanUids carried LOAN-FILE uids, but the pipeline console keys rows on the APPLICATION uid — so grouping silently fell back to one row per...
Proactive checklist generation + pipeline doc summary
- Generate the scenario document checklist at APPLICATION_TAKEN (MortgagePipelineController transition hook) so it exists the moment a loan enters the pipelin...
Member-vault upload was broken (access_level NOT-NULL)
The account-level imaging path had never actually run (0 vault Imgs in prod): uploadDocument was passed accessLevel=null. Pass CONFIDENTIAL for borrower PII (ID...
Satisfy-across confused-deputy IDOR + account party self-heal
- HIGH: satisfy-across gated on the path partyId but fanned out over the DOCUMENT's own party downstream; verify the document belongs to the authorized party ...
Self-heal party links before enriched requirement read
listDocumentRequirements calls ensurePartyLinks so requirement rows always carry an accountBorrowerPartyId (the borrower upload/satisfy target).
Proxy the vault-backed requirement surface
- MlosDocClient: POST verbs (generate, satisfy, accept, reject, satisfy-across) + enriched loan/party reads over X-Internal-Auth. - MortgageAppController /{ui...
Transaction detail endpoint GET ****************
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...
Default-product set failed — HQL bulk UPDATE disallows the vendor→org join
setDefault used a bulk 'update LeadVendorProduct ... where p.vendor.id in (subquery)' — Hibernate bulk updates reject the implicit association join, so the call...
P4 member document vault backend (reusable docs across loans)
- MemberDocumentService: upload a doc ONCE at AccountBorrowerParty scope → ImageService creates an Img in the auto-created imaging-member-vault bucket *******...
P3 default-product designation backend (single-active) + operator readiness
- **************** designates ONE LeadVendorProduct as the org's KamoMLOS portal auto-assign product; single-active (demotes any other, org-scoped, fail-close...
P2c leads-first portal backend
- MortgageVerticalResolver: resolves an org's RESIDENTIAL_MORTGAGE LeadMarket, MORTGAGE CommerceMarket, designated default LeadVendorProduct, and EFFECTIVE PO...
P2a account-merge tool + P2b transaction backend
P2a — admin account merge (owner requirement A), gated by MERGE_ACCOUNTS: - AccountMergeService: reparents EVERY account_uid child via native UPDATE (bypasses J...
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