partner_stage
⧉ View on GitHubPurpose
Adds lifecycle stages to contacts so their status can be tracked and grouped.
Features
- res.partner: Adds a stage statusbar on contacts with a default stage, stored related state, and chatter tracking.
- res.partner: Allows grouping and filtering contacts by stage to view lifecycle buckets easily.
- res.partner.stage: Defines configurable contact stages with name, code, sequence ordering, fold/active flags, descriptions, and mapped lifecycle states.
- res.partner.stage: Enforces unique stage codes and ensures only one stage can be marked as the default.
- contact configuration: Provides a Contact Stages menu and action to manage stages, seeded with Draft, Active, and Inactive options.