Availability: All editions. Sections marked with a module name apply only where that add-on is enabled.
Overview
This appendix collects every documented status list in CrmLeaf in one place. Use it when filtering a list, interpreting a report, or answering a question about why a record will not advance. Values shown in code formatting are the values the system stores; the on-screen label may be formatted differently.
Sales and Finance
Record
Statuses
Notes
Deal
Configurable pipeline stages
There is no fixed status list. "Open", "Won" and "Lost" are whatever stages your company defines. A separate lead status dimension and free-form categories and sources support routing and reporting.
draft → confirmed → shipped → delivered, or cancelled
Delivery completes with a proof image and captured signature. With the Purchase module enabled, confirming or shipping deducts warehouse stock and cancelling restores it.
Expense
pending → approved → paid
Only approved expenses are picked up as budget actuals.
Projects, Tasks and Time
Record
Statuses
Notes
Project
not started → in progress → on hold → finished / canceled, plus a derived overdue state
Companies can define their own coloured statuses.
Milestone
complete / incomplete
Must be complete before it can be invoiced.
Task
incomplete / completed; priority low, medium, high (urgent in later versions)
Board columns are company-defined, with two special column slugs: completed and waiting_approval.
Subtask
complete / incomplete
Has its own dates and a single assignee.
Timesheet
Submitted, then approved or rejected with a reason
Weekly, per user.
Budget (Budget module)
draft → pending approval → approved → closed; rejection returns it to draft
Approval locks the amounts. Changing figures requires a revision, which clones the budget to a new draft version.
Human Resources
Record
Statuses and values
Notes
Leave
pending / approved / rejected
Duration: full day, half day, hourly, or multiple days.
Attendance
Flags for late, half day, and working from office or home
Captures the time, the linked shift, the IP address and geolocation.
Shift change request
Requested, then approved or declined
Overtime request (Payroll module)
Submitted, then approved or rejected
Governed by the configured overtime policy.
Procurement and Inventory (Purchase module)
A purchase order carries three independent status axes. This is the most frequently misread part of the system: a purchase order can be accepted, not yet delivered and unbilled at the same time.
Axis
Values
purchase_status
draft, open (default), issued, accepted, rejected, canceled, closed
Returns of issued material are approved or rejected separately.
Stock transfer
Approve → deliver → cancel
Moves stock between warehouses.
Goods return (Goods Return module)
draft → requested → approved → received → inspected → completed; also rejected and cancelled
Terminal states are completed, rejected and cancelled. A separate settlement status is tracked. Cancellable at each step; a requested return can be rejected.
Stock quantities per warehouse: available = quantity − reserved − stock-out, with minimum and maximum levels driving low, out-of-stock and over-stock flags.
Support
Record
Statuses
Ticket
open / pending / resolved / closed
Solar CRM Edition
Record
Values
Solar site
Installation type roof / ground / tin; utility connection; meter type; ownership; approval status
Site survey
Status draft / completed / reviewed; result feasible / conditionally_feasible / not_feasible; access type
Assessment
Status; grid type on-grid / off-grid / hybrid; inverter type; battery and subsidy flags
Solar estimate
draft → sent → approved / rejected / expired
Payment schedule
Type down payment / milestone / final / maintenance; status pending / paid / overdue / cancelled
Maintenance schedule
Type preventive / corrective / emergency / inspection; frequency; priority; status active / inactive / completed
Maintenance record
scheduled / in_progress / completed / cancelled
Installation project
Permit, installation, inspection, utility connection and commissioning statuses
