Sale CRM bridge

Thin bridge module — no models, views, or menus.

Purpose

When a CRM opportunity moves to a Won stage, automatically create a draft quotation (sale.order).

Depends

sale, crm

Implementation

File: sumeru_addons/sale_crm/init.go

• Subscribes to record.updated on crm.lead
• Detects Won stage
• Calls CreateQuotationFromLead() — idempotent (returns the existing order if one is already linked)
• Duplicate Search errors are returned, not swallowed
• Sets opportunity_id, customer, salesperson; name pattern Q-CRM-{id}

Requirements

Opportunity must have a customer (partner_id); otherwise quotation creation returns an error (no customer).

Install

go run . -- -c sumeru.conf -i sale_crm --stop-after-init

See also

• Add a bridge module

Sumeru is pre-alpha (no tagged release, no upgrades). Part of Project Meru.