CRM module (crm)

The crm module in src/cluster_erp/modules/crm/ handles the customer side before a quote. It keeps the customer facet of a party, maps customer part numbers to the company's products with revisions, records customer requests for quotation (RFQs) with their line items and materials, and keeps an inbox of RFQ e-mails. Quotes that answer RFQs live in the quotations module. This page is the overview; the sub-topics have their own pages.

At a glance¶

What the module does¶

• Keeps a customer facet per party, with identity fields derived from the party (src/cluster_erp/modules/crm/customers/services.py:75-146).
• Maps a customer's part number to one of the company's products and keeps revisions of that part (src/cluster_erp/modules/crm/customer_parts/models.py:13-52, src/cluster_erp/modules/crm/customer_part_revisions/models.py:13-43).
• Records customer RFQs with a status machine, line items, materials, and a document package (src/cluster_erp/modules/crm/rfqs/services.py:64-80).
• Keeps inbound RFQ e-mails and matches them to RFQs (src/cluster_erp/modules/crm/inbox/services.py:67-131).

Sub-modules¶

All routers are mounted under the module prefix with require_app("crm") (src/cluster_erp/modules/crm/module.py:66-74).

Data model¶

Fields are listed on customers and customer parts, RFQs, and inbox. CustomerPart.part_id names a product only; it carries no model or version (src/cluster_erp/modules/crm/customer_parts/models.py:35). The module stores no money column.

Screens and metadata¶

get_metadata declares the sidebar Customer Relations (Turkish Müşteri İlişkileri) with two groups: Customer Parts with Customer Part Numbers, and RFQ Management with RFQs and Inbox (src/cluster_erp/modules/crm/module.py:331-390). The customer facet itself is shown on the party card; see party unification.

Status and actions¶

RFQ statuses and actions are on RFQs; revision and inbox actions on customers and customer parts and inbox.

Business rules¶

Each sub-topic page lists its rules. Business keys come from the yearly sequences customer, request_for_quotation, and rfq_package (src/cluster_erp/modules/crm/customers/services.py:108, src/cluster_erp/modules/crm/rfqs/services.py:173, src/cluster_erp/modules/crm/rfqs/services.py:583).

Events and queries¶

The module consumes 9 contracts and produces 14, counted as on the parties module page. The full list is on the contracts reference.

Permissions¶

The module checks the families customer.*, customer_part.*, customer_part_revision.*, rfq.*, rfq_package.*, rfq_line_item.*, rfq_line_material.*, and inbox_message.*. Each sub-topic page lists the keys per route.

Privacy, retention, and history¶

privacy_handlers.py answers data-subject requests for customer facets of individual parties: CollectSubjectData returns the rows, and AnonymiseSubject overwrites the identifying values and deactivates the rows (src/cluster_erp/modules/crm/privacy_handlers.py:1-12). Inbox messages hold e-mail addresses and bodies; see inbox. Deletes set deleted_at (src/cluster_erp/modules/crm/customers/services.py:201). See privacy and data-subject requests.

Analytics facts¶

This module has no analytics_facts.py.

Settings and reference data¶

The module has no settings section. The RFQ priority threshold is the module constant PRIORITY_THRESHOLD_HOURS, 48 (src/cluster_erp/modules/crm/rfqs/services.py:82).

Tests¶

Found by a grep for modules.crm in tests/ and for the path /crm/ in web-client/_e2e_*.mjs.

Discrepancies¶

Terms introduced¶

Related pages¶

• Modules index
• Customers and customer parts
• RFQs
• Inbox
• Quotations module
• Party unification
• API reference for this module

Verified against commit 92f8051 on 2026-11-13.