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System Utilities & Extensions

1. Overview​

AutoCRM acts as a "Core Lib" module, providing shared utilities used by other modules (Accounting, Production, etc.).

2. Sequence Numbering (NextSequenceNumber)​

A robust system for generating auto-incrementing identifiers (e.g., INV-2025-0001).

  • Features:
    • Formatting: Supports {YY}, {MM}, {number} placeholders.
    • Resets: Can reset sequences Yearly or Monthly.
    • Entity-Specific: Each entity type (Invoice, Order) has its own sequence configuration.

3. Record Recurrence (RecordRecurrence)​

Provides the engine for recurring records.

  • Used By: AutomaticInvoice (Accounting).
  • Logic: Calculates nextDate based on complex intervals (Daily, Weekly, Monthly, Yearly).

4. XML Feeds (XmlFeed)​

A system to generate XML exports of CRM data.

  • Use Case: Product feeds for e-commerce, Accounting data exports.
  • Structure:
    • XmlFeed: The feed definition.
    • XmlTemplate: The Liquid/Twig template defining the XML structure.
    • XmlFeedReplaceEntry: Dictionary for value replacements during generation.

5. Work Queues (WorkQueue)​

A generic system for managing background processing lists or user task lists.

  • Status: Pending -> Processing -> Completed / Failed.