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v1.1.1

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@zacharymelo zacharymelo released this 29 May 21:57

What's new

Evidence-based pipeline display

The tracker bar now derives stage states from live linked-document evidence on every page load — contacts, proposals, orders, invoices — rather than relying solely on the stored status field. The stored fk_opp_status acts as a floor so manual decisions (WON/LOST) are always respected.

LTV-based lead amount tracking

When Lead amount source is set to Auto in settings, opp_amount is kept current using a closest-to-cash hierarchy:

  1. Sum of validated invoices (accumulates as lifetime total)
  2. Sum of validated orders
  3. Sum of accepted proposals
  4. Average of open proposals

Amount recalculates on every trigger event, not just on stage advancement.

Probability percentage sync

When Probability percentage is set to Auto, opp_percent is updated from the stage dictionary default on each advancement.

New Data Sync config section

Setup page now includes a Data Sync section to configure amount source and percentage behaviour. Both default to Manual — no existing data is touched until you opt in.

Bug fixes

  • Fixed page truncation on project cards caused by ob_start()/ob_get_clean() in formObjectOptions
  • Fixed amount/percent update being skipped when fk_opp_status was unset on a project
  • Fixed has_signed_proposal condition incorrectly matching refused proposals (now checks fk_statut = 2 exactly)
  • Fixed resolver not finding current stage when hook delivers a partially-loaded project object

Installation

Download module_leadtracker-1.1.1.zip, upload via Dolibarr → Home → Setup → Modules, then disable and re-enable the module.