KamoCRM

A lead's loan rollup, and corrections to deals and leads

FeatureSecurityService
Shipped
October 31, 2026 at 11:38 PM UTC
Author
Kamo
Commit
aa58e7f

A lead holds many loans, so stop treating one as the lead's. - The legacy Arive path took the lead's newest application, which could already speak for another Arive loan and would have its link and fields overwritten. A legacy loan now takes an application only when exactly one is free; otherwise it is adopted and a person can link it. - Portal chat routing and the funnel resume took an arbitrary row. Chat goes to the officer the open loans agree on, else the lead's own assignee. The funnel resumes the least advanced open loan and never an ended one. - A deal reassignment reaches every lead on the deal, not the first. New: the rollup API (deals, per-deal status, least advanced loan) and the corrections API (move a loan between deals, link and unlink a lead), audited on the deal timeline and in lead history. Its path sits outside the one that queues an outbound sync, so a correction never reaches an external LOS. An adopted loan attaches to a lead only when exactly one open lead on its account fits, and a finished loan never does.

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