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Transaction Mixin - Win & Lost State

Project description

License: AGPL-3

Transaction Mixin - Win & Lost State

ssi_transaction_win_lost_mixin extends mixin.transaction with win/lost outcome states (typically used in CRM/sales pipeline documents).

  • base.lost_reason — master-data model for loss reasons.

  • ir.model extension — links loss reasons to specific models.

  • mixin.transaction_win_lost — adds win_ok / lost_ok policy fields, lost_reason_id, and action_win / action_lost lifecycle handlers.

Installation

To install this module, you need to:

  1. Clone the branch 14.0 of the repository https://github.com/open-synergy/ssi-mixin

  2. Add the path to this repository in your configuration (addons-path)

  3. Update the module list (Must be on developer mode)

  4. Go to menu Apps -> Apps -> Main Apps

  5. Search For Transaction Mixin - Win & Lost State

  6. Install the module

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback.

Credits

Contributors

Maintainer

PT. Simetri Sinergi Indonesia

This module is maintained by the PT. Simetri Sinergi Indonesia.

Project details


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