Surface parent-org shared topics in request-support popup
Child-org users could not see their parent org's shared support topics (assignToOwnOrg=false) when requesting support, because the popup only fetched own-org to...
Correct inverted parent-shared topic query
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 ...
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...
Show account-linked notice on ?linked=1
When register links an existing account to a new org, it redirects here with ?linked=1. Show "You already have a Kamo account — we've added this organization to...
Handle account-linked response for existing users
When the entered email already belongs to an ACTIVE account, the backend links this org to it and returns ACCOUNT_LINKED. Route those users straight to sign-in ...
Wire up member/team-member create + Prospect-gate UI
- Add the missing POST proxy routes /api/security/members/create and /create-team-member (these 405'd before, so creation never reached the backend). Status...
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...
SecurityProvider membership mirror + reuse/patch groundwork
- **************** 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...
Send the registrant's hostname in the body so the account lands under the right org
The resolved org was available on the client but never sent to the backend — the org was conveyed only implicitly via X-Forwarded-Host, which the ingress rewrit...
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...
Resolve org-by-domain with a deepest-label alias fallback
Add **************** exact domain match, then drop the deepest label once (register.optionone.com -> optionone.com) so a per-org register/branding subdomain res...
Stop viewport shaking on browsers with classic scrollbars
On machines whose Chrome uses layout-consuming (non-overlay) scrollbars, the login/recover pages fidgeted with both scrollbars flickering. Root cause: the root ...
Wire Tasks tab to real backend + delete action + live count
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 ...
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...
LeadTask entity for lead follow-up tasks
Backs the /leads/view Tasks tab (previously a frontend-only stub with no persistence). LeadTask (table LEAD_TASK) mirrors the frontend TaskItem shape **********...
Real-time datagrid + live lead view with per-pane edit locks
/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...
Org-guard the /topic/leads/rt/{orgId} realtime subscription
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...
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...
Real-time NATS publishing + per-pane edit-lock entity
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...
Remove "Not available to you" section
Stop surfacing nav features a member lacks access to. The Navigation Layout page listed every hidden nav option as locked chips; dropped the block along with th...
Generic byte endpoints refuse MLOS per-party docs (vault/loan)
The generic imaging byte endpoints (download / stream / bulk-download / thumbnail) and the binder aggregation authorized only on org + a numeric clearance ceili...
Integrate primary tabs into the header on remaining Style A pages
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...
Center the vendors-products status snackbar at top
The save/update status pill used MUI's default anchor (bottom-left, no anchorOrigin set) so it rendered off-center. Anchor it top-center.
CreatePair is idempotent for the primary pair (stops duplicate BorrowerPairs)
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...
Relocate bottom count bars into the header across social, imports tabs
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...
Don't serve soft-deleted documents on /stream and /bulk-download
getDocumentMetadata (used by the stream + bulk-download byte paths) does not filter trashed rows the way downloadDocument does, and a soft delete leaves the Min...
Move vendor/product count above the header actions, bottom-align Refresh + Add Vendor
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 ...
Integrate primary tabs into the page header (Style B) across Style A pages
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 missing Next.js proxy routes for MLOS default-product + readiness
The vendors-products page threw 'Failed to set default product:' because the frontend PUT to **************** (and GET lead-vendors/mlos-readiness) 404'd — thos...
Back arrow in header returns to /leads
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...
Raise NavPri z-index above NavTop so the rail overlays the top bar when it expands/peeks
Bold 'CRM Settings:' prefix, pipe separators, hover-only underline on tab links
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...
Add CRM settings tab links above refresh, gated like settings menu
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...
Correct trial pill remaining-time (was 20644d)
When NavPri was rewritten the minute-tick was changed from Date.now() to a counter starting at 0, and that counter was passed as the `now` argument to formatTri...
Reset button in the title row (right) + full-width content
- "Reset to Standard" now sits on the same row as the "Navigation Layout" heading, right-aligned, with the heading left-aligned (moved out of the footer). - T...
Create mlos_doc_req_borrower_idx for the vault cross-loan reuse query
Index (borrower_uid, organization_id) for vault cross-loan reuse query
PublishRouted so los.pipeline.* events land in LOS_PIPELINE, not rejected
NatsMessageService.publish() pins expectedStream=CHAT_MESSAGES; a los.pipeline.* subject is owned only by the LOS_PIPELINE stream, so the server rejected every ...
FindByStatus finder (freshness sweep enumerates ACCEPTED requirements)
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)
DOC_COMPLETE canonical template (borrower has submitted every requested document)
Daily outstanding-document reminder sweep (re-nudge borrowers, throttled)
FindBorrowerOutstandingForNudge (stale outstanding requirements for the reminder sweep)
Notify borrower when a document is accepted (DOC_ACCEPTED, per-party routed)
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