Addons DevPre-alpha

CRM module

Leads, opportunities, pipeline, and sales teams.

Models

Model	Purpose
`crm.lead`	Lead/opportunity (type, stage, revenue, UTM, tags)
`crm.stage`	Pipeline stages (`is_won`, sequence)
`crm.team`, `crm.team.member`	Sales teams and assignment
`crm.tag`, `crm.lost.reason`, `crm.recurring.plan`	Configuration
`crm.activity.report`	Denormalized activity reporting

Wizards

Model	Purpose
`crm.lead.lost`	Mark lost with reason
`crm.lead2opportunity`	Convert lead to opportunity
`crm.merge.opportunity`	Merge opportunities

Object actions

Registered in services/hooks.go: action_set_won, action_restore, action_convert_opportunity, action_convert_wizard, action_merge_wizard, action_lost_wizard, action_assign_leads, …

Form Convert opens action_convert_wizard; Merge opens action_merge_wizard. Lost wizard writes lost_feedback onto the lead.

Analysis and forecast

Pipeline Analysis and Leads Analysis use view_mode="graph,pivot,list,form". Forecast kanban sets quick_create="0" (no inline create on date buckets).

Events

record.created — default stage, assign user
record.updated — won/lost stage handling
crm.cron_assign_leads — round-robin for teams with assignment enabled; no seeded sys.cron. Use Assign Leads (action_assign_leads) on the team form.

Kanban

swcmeta.RegisterKanbanGroupExpander for pipeline (stage_id) and forecast (date_deadline).

Security groups

crm.group_user, crm.group_manager, crm.group_use_lead, recurring revenue group. Record rules: own vs all leads.

Depends

base, contacts, mail, utm

Paths

sumeru_addons/crm/services/hooks.go
sumeru_addons/crm/views/menus.xml