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Technical Changelog

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v0.671.0

🚀 Enhancements

  • closing: Seller financing is a keyed statement line, two-sided like the seller credit (c709eac04)
  • fees: A seller's purchase-money note records and is taxed like a loan's deed of trust (f62618c46)
  • closing-import: A seller financing note is read, and proposes the Seller Financing line (33f600815)
  • seed: Va-ip-stalled's sellers' purchase-money note waits on review, proposing Seller Financing (088b5393c)

🩹 Fixes

  • closing: A processor's own added seller-financing row counts too (be20f4e13)
  • fees: Beside a lender's loan, the seller's deed of trust is its own instrument (17f0317da)

🏡 Chore

  • ai: Closing-statement import extraction prompt v60 (after #2525's v59) (#2525)

✅ Tests

  • fees: Seller financing prices the DOT taxes, keyed or hand-typed; a note-free file's hash is unchanged (026ba1709)
  • closing: Seller financing posts both ALTA columns with no cash, and prints on L and N of the CD (0b793b1a5)
  • fees: Type the seeded cell's column as the schema does (14b6f63d9)
  • closing: Synthetic figures in the seller financing tests; no customer file in comments (cfc5b0c6e)

🎨 Styles

  • Eslint --fix on the seller financing tests (eba228956)

❤️ Contributors

v0.670.4

🩹 Fixes

  • imports: A payoff letter's unkeyed loan line lands as other_payoff (116f08d33)
  • closing-import: An invoice is never a payoff, and a bill-to cut short still names the party (008efb8c4)
  • imports: Synthetic payoff figures; key the loan before the recorded-lien pass (57bf589f6)
  • closing-import: An unconfirmed party_name bill-to keeps the model's side (3945f4ac1)

📦 Build

  • deps: Bump the all-npm-security-updates group across 1 directory with 3 updates (718f3a355)

✅ Tests

  • imports: An unkeyed payoff loan still takes the recorded lien's position (008cab526)

❤️ Contributors

v0.670.3

🩹 Fixes

  • closing: Coronado leftovers from the 10/27 walk (plan 2026-10-27-004 P3) (c1de838b1)
  • closing: Walk findings on P3 — amended price for review, second reimbursement kept, rent-back read (266c95dfc)
  • closing: Re-walk P3 — rent-back type on a lender CD, amended price asks, receipt names read whole (54573f829)
  • orders: The read's loan follows the contract, not a pre-approval letter (plan 2026-10-27-004 P3.6) (4e32a4d11)
  • orders: A loan waiting on the price says "80% of the price"; a typed one shows as typed (ac6d3c502)
  • closing: Review of #2521 — loan follows in one write, shown at once; deposits never a pick; firm payee inside the apply (#2521)

❤️ Contributors

v0.670.1

🩹 Fixes

  • closing-import: An HOA letter prices a line and keeps its name (b148da390)
  • upload-tray: A closing read with nothing to decide says "Nothing to apply" and counts as done (0010ecfe5)
  • decisions: An order's Decisions list leaves room for the upload tray (ef33036b6)
  • requests: A saved choice shows its option's label at once (df359e723)
  • addendum-read: A seller's credit in lieu of repairs is read as the seller credit (c0bcb6fce)
  • closing: Tax bill review says which rows it holds while the seller says exempt (573ee67c6)
  • closing-import: An older short-sale letter kept beside shows as the older letter (691a63d3f)
  • document-sort: Lender closing instructions offer Closing Disclosure first; good standing is ID / KYC (033118887)
  • closing-import: An HOA letter renames only a line still in a lender CD's words (5daada2c3)
  • addendum-read: An addendum answer may leave out the contract slots it does not change (c034f07c1)
  • closing: Held count on every applied word; every levy row says held (29fd67c9c)
  • closing-import: An HOA letter's new line names its association only beside a second one (d3331a4b7)
  • title: A company buyer defaults to a standard owner's policy (e4759facc)
  • title: A buyer change re-applies the automatic owner's coverage (1129dda3e)
  • title: A contract-read buyer re-checks the owner's coverage; post-commit errors never vanish (b3be9c899)
  • document-sort: The lender-CD guess is for the "What is this?" menu only (5519e5534)
  • closing: Held note only on rows the exemption will actually hold (aedde39fd)

📖 Documentation

  • plans: Walk 10/27 fixes plan and research (2026-10-27-004) (73065c72d)

✅ Tests

  • seed: The demo now seeds a standard owner's policy (company buyer) (f775721ab)

❤️ Contributors

v0.670.0

🚀 Enhancements

  • uploads: Wire Instructions is a closing import type, read like the others (3ab793f9b)
  • closing-import: A wire letter's details are filed pending on the payee it names (fd080d431)
  • closing-import: Invoices, HOA demands and wire letters keep the payee's address, the bank's address and further credit (971b362d2)

🩹 Fixes

  • closing-import: Apply on a wire letter sends the apply (7244bc80c)
  • closing-import: Review fixes for wire letters (b45d3f2eb)

📖 Documentation

  • plans: 2026-10-26-002 P2 — rides the unified upload pipeline; in progress (fb4f807fa)
  • plans: 2026-10-26-002 P2 — the bank block keeps the addresses (dc3465cc5)
  • plans: 2026-10-26-002 status — P2 in #2506 (#2506)

🏡 Chore

  • seed: An HOA wire letter ready to review on va-ip-mid, and two fake letters (ce4518c49)

✅ Tests

  • samples: The fake wire letters print the beneficiary and bank addresses and a further-credit line (8459b81b0)
  • samples: Test-team's own escrow wire letter (3c354452e)

🎨 Styles

  • Non-capturing group in the own-escrow name rule (882a4b50c)

❤️ Contributors

v0.667.0

🚀 Enhancements

  • accounting: Bank address, further credit to, and checks in Add payment details, inside the pay panel (payee pay panel P6) (b3a930437)

🩹 Fixes

  • accounting: The posted day reads as posted west of UTC (A-4) (941e13971)
  • payees: An amount typed into the Payee cell never becomes a payee (9178e54ec)
  • closing-import: A payoff's wire says saved only once it is filed (A-19) (6afab88fc)
  • closing: Accepting the lender's Loan Amount moves the order's loan amount (96d7e726c)
  • Review fixes for the disbursement small fixes (d632dfcc2)
  • accounting: Add payment details asks for the bank's name (9848683ae)
  • accounting: Review fixes for Add payment details (1c45f805e)
  • accounting: "Finish the recipient address" only when half of it is typed (8ee85d9c5)

📖 Documentation

  • plans: Four small disbursement fixes (2026-10-27-002) (be5e40f29)
  • plans: 2026-10-27-002 status — P1 in #2502 (#2502)

🏡 Chore

  • db: Dev snapshot rules for a wire's bank address and further credit (d8429f540)

✅ Tests

  • accounting: The payee wizard test finds the account field by its id, not its position (a6c5c8ff7)

🎨 Styles

  • Lint formatting in the loan amount test (c44e8248f)

❤️ Contributors

v0.665.0

🚀 Enhancements

  • accounting: The call-back record, the real "Changed", and typed details need a call-back (payee pay panel P4) (4c54f54d2)

🩹 Fixes

  • accounting: A changed account names the one it replaces beside it in the pay panel ("was ••4410") (f67b38bcd)
  • accounting: Review fixes for the call-back record (c1e609859)

🏡 Chore

  • db: Dev snapshot rules for the call-back's name and number (04c450c02)

✅ Tests

  • accounting: Details read off a document can come back empty since main (call-back route) (5a8eb07e2)
  • accounting: The call-back refusal without "See payment details" uses a sales rep (7dfbbd226)

❤️ Contributors

v0.664.0

🚀 Enhancements

  • accounting: Full payment numbers kept encrypted, behind "See payment details" (payee pay panel P3) (28bb951bb)

🩹 Fixes

  • rbac: "See payment details" is product-set like every capability (aa3154423)
  • accounting: Review fixes for full payment numbers (c29bd38a4)

🏡 Chore

  • db: Dev snapshot rule for the encrypted full account number (9caca1bc6)
  • db: A dev copy re-encrypts payees' full account numbers under the local key (020ca04a7)

✅ Tests

  • accounting: "See payment details" refusals and the locked view without a switch (dd89123a1)

❤️ Contributors

v0.661.4

🩹 Fixes

  • closing-import: Insurance review keeps its name and prices the one premium (P7) (43e41790c)
  • closing-import: The Imports list names an insurance upload "Insurance" (P7) (9e55092b8)
  • closing-import: Narrow the any-insurer match; a moved premium clears only its own line (P7 review) (207b3daac)

📖 Documentation

  • Label helper comment drops the CPL (filed, not read) (b8055c25f)

✅ Tests

  • A CPL is filed, not read , so no CPL review title row (#2490)

❤️ Contributors

v0.661.3

🩹 Fixes

  • uploads: A closing protection letter is filed, not read (36d40897d)
  • uploads: A PDF is never told "Upload a PDF"; held live addenda can be read again (f4161a35c)
  • alta: Print the short-sale shortage under Prorations/Adjustments (P5) (6f866238d)
  • requests: A select answer given by its label stores the option's value (P6) (9445b2125)
  • closing-import: A payment receipt becomes a reimbursement line with its amount (8aea07db8)
  • closing: The lender CD's post-closing title update matches the firm's post-closing line (P8) (c98750aa9)
  • closing: An HOA letter prices the HOA lines already there instead of adding copies (P4) (e07d1cc87)
  • closing-import: One payer per receipt; a party's reimbursement pays its own account (8b03e75c3)
  • uploads: A lender's short-sale approval letter sorts as a payoff (d876c08dc)
  • closing: A resale certificate kept beside the dues statement prices its HOA lines (P4) (11d75bed8)
  • closing: A sub-association under the order's master stays a second association (P4) (bfe35e61b)
  • closing-import: Review fixes for receipt reimbursements (#2489)
  • closing: Re-key ATG's post-closing line to its own type (P8) (1ec6a0a2f)
  • closing: An association's capitalised acronym may add generic initials (P4) (b2cc69282)

📖 Documentation

  • plans: Walk-batch plan and research (P1-P9) (319ebee27)

🏡 Chore

  • seed: Va-ip-mid's revised lender CD prints a post-closing title update (P8) (8f366331c)

❤️ Contributors