CRM Stage History

This module automatically tracks CRM lead and opportunity stage transitions. Every time a lead moves from one stage to another, a history record is created with timestamps and the user who made the change.

Key features include:

• Automatic Stage Tracking: Records every stage change with "from" and "to" stages
• Time in Stage: Calculates days and hours spent in each stage
• Full Audit Trail: Tracks which user moved the lead and when
• Pivot Analysis: Built-in pivot view for analyzing time spent per stage
• Access Control: Dedicated "CRM Stage History Viewer" group to control tab visibility

Usage Guide

Viewing Stage History on a Lead

1. Open any CRM lead or opportunity
2. Navigate to the "Stage Change History" tab
3. View the complete history of stage transitions with timestamps and responsible users

Stage Change Analysis

1. Go to CRM > Stage Change Analysis
2. Use the tree view to browse all stage transitions across leads
3. Switch to pivot view to analyze average time spent in each stage
4. Use filters and group-by options to narrow down the analysis

Access Configuration

1. Go to Settings > Users & Companies > Users
2. Add the "CRM Stage History Viewer" group to users who need to see the history tab on leads
3. Sales Managers have full read/write/create/delete access to history records

Technical Details

The module uses the generic.mixin.track.changes mixin from generic_mixin to track stage changes via @post_create and @post_write decorators, replacing manual create()/write() overrides.

Models

• kw.crm.stage.history: Stores stage transition records with from/to stages, timestamps, and time calculations
• crm.lead: Extended with stage history tracking and a One2many relation to history records

History Record Fields

• Stage From / Stage To: The source and destination CRM stages
• Date In / Date Out: When the lead entered and left the stage
• Date In By / Date Out By: Users responsible for the transitions
• Day Diff / Time Diff / Total Time Diff: Computed time spent in the stage

Bug Tracker

Bugs are tracked on https://kitworks.systems/requests. In case of trouble, please check there if your issue has already been reported.

Maintainer

KitWorks Systems. Our web site: https://kitworks.systems

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