Overview
Teams running subscriptions, CRM opportunities, and project-based sales hit small but recurring friction: invoice lines carry deferred date fields that should not be there, auto-created timesheet projects all look alike, and the subscription order form lacks a quick link back to its opportunity. This module quietly fixes those rough edges so the standard sale_subscription, sale_crm, and sale_project flows feel cleaner and more usable. It is an enhancement layer with no new screens or models of its own.
Key Features
- Strips leftover deferred start and end dates from sale order invoice lines so generated invoices stay clean.
- Appends the customer name to projects auto-created from sales timesheets, so each project is easy to identify.
- Adds an Opportunity stat button to the subscription order form for one-click navigation to the linked CRM opportunity.
- Refines the MRR (recurring monthly) stat button so it only shows for active subscriptions, not drafts, renewals, or cancelled orders.
- Builds on sale_subscription, sale_crm, and sale_project to tie subscriptions, opportunities, and projects together.
- Ships as a lightweight, no-configuration overlay that activates automatically on install.