Live Change Log

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...

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...

Design for a None/Full Logo/Simple Logo branding setting under Settings > Essential > behavior-labeling > Branding that governs the background logo watermark ac...

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

Members reported the background manager closing after every upload and every select, only one image appearing on the home slideshow, and the "use own" choice re...

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

The *** session moved from a shared cookie to a per-tab sessionStorage carrier (X-***-Token). A few consumers were never updated to match. - Interaction Center...

The Background & Theme section used BackgroundManager under external open-control but nothing ever opened it, so the upload/select dialog was unreachable — you ...

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

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

Reverses the global-layout move — the member preferred the background on the landing(s) rather than behind every page. Backdrop is once again rendered per page ...

Keying materials on the org-id string was fragile: the id loses precision through a JS number on the write path and resolves inconsistently across proxy→APIServ...

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

The background switch stays on the home page, but the chosen background (plain gradient or org slideshow) should be behind EVERY page, not just the two landings...

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

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 (...

Root cause: materials store assocObjectId as the org id, which round-trips through a JS number on the write path (precision loss >2^53), so reads with the preci...

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...

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

The reading pane renders a message from its IndexedDB cache before the network fetch returns, and the cached copy lacks the server remoteImagesAllowed flag (und...

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...

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...

Leaf cards are short and parent cards vary with their sub-item count (Calculator has 9 modes, VoIP 2), so a uniform grid left big gaps under the short cards in ...

The lead-account assign/unassign UI called POST/DELETE **************** but the Next.js proxy route was never created — so requests 404'd and surfaced as "Unkno...

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...

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

The choice now comes from the message's server-recorded remoteImagesAllowed flag and is saved via POST **************** so it's durable and consistent across de...

Mail, Docs, VoIP, Calculator and Support are nav options that open a sub-menu rather than navigating, so on the home launchpad they must not be a single link. E...

Selecting Microsoft 365 / Google Workspace / Zoho only navigated to the connect screen without saving, so leaving before completing OAuth reverted to the previo...

On another member's phone settings, an admin with manage-VOIP rights (canManageVoipConfig) now sees Connect/Reconnect/Disconnect for the member's RingCentral ac...

The unblock choice lived in the renderer's local state, but switching messages unmounts/remounts the iframe renderer (the reading pane shows a loader between me...

Records **************** events and an Insights dialog with org totals + the most-used materials (by downloads + previews).

Status control in the drawer **************** status badge on tiles, and a status filter in the toolbar. Also loads all material pages up-front (capped) so sear...

The Microsoft 365 / Google Workspace / Zoho config views gated their connected state on providerStatus === 'CONNECTED', but the backend EmailProviderStatus enum...

Softphone SDK fixes (ringcentral-web-phone is v2.4.0, not the v0.x the adapter targeted — the old wp.userAgent.* usage threw on init): - Rewrite RingCentralPhon...

Left-nav Collections section (create/select/delete), campaign filter on the collection view, and a collections editor in the detail drawer (add/remove material,...

Tags (org-scoped, cross-cutting): tag chips on tiles, a tag filter bar (AND across selected), and a tag editor in the detail drawer (assign/remove existing, cre...

Detail drawer gains a 'Public links' panel (ShareLinkManager): create a durable link with an optional label and expiry (1h/1d/7d/30d/never), copy it, see its vi...

Completes the list action menu across both view modes. Conversation rows now open the same shared menu on right-click and touch long-press with thread-level act...

Replaces the flat 200-item grid with a full document workspace over the existing imaging backend (which already supports folders, trash, sharing, history, bulk ...

Implements the audit of the /messages page end-to-end. Reported issues: - Reply/Reply All/Forward buttons now show text labels; removed from the more-actions ...

The home page was rendering a stale, separately-maintained feature list (Clubhouse, Feed, Reports, Tasks, Network) that isn't even in the nav registry, so it ex...

Redesigns the two most-visited landings into a permission-shaped operator's console. Foundation - Turn on the already-bundled Geist Sans/Mono (were discarded b...