CRMERP

CRM module extraction (parity phase)

Modules/CRM owns Counterparty, Contact, Lead, Opportunity and the pipeline stages; the ERP Party becomes Counterparty x Company; the application behaves as ERP M3.1 does today.

State
Done
Progress
100%
Steps
44 / 44
Started
2026-10-21
Finished
2026-10-23
Modules
LaraCRM, LaraERP

Tasks.

  • Task 1: CRM foundation and Counterparty5/5
  • Task 2: Party over Counterparty (proxy, attach, schema)5/5
  • Task 3: Party consumers that use identity columns in SQL5/5
  • Task 4: Contact and Contactable move to the CRM5/5
  • Task 5: Lead, Opportunity, stages and lifecycle move to the CRM5/5
  • Task 6: Filament, pipeline report, language5/5
  • Task 7: Seeders and permissions5/5
  • Task 8: Bank accounts split5/5
  • Task 9: Documentation, manifests, closing4/4

Read the full plan on GitHub