Contract Line Successor
by ACSONE SA/NV https://github.com/OCA/contract , Odoo Community Association (OCA) https://github.com/OCA/contract
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| Lines of code | 4979 |
| Technical Name |
contract_line_successor |
| License | AGPL-3 |
| Website | https://github.com/OCA/contract |
Contract Line Successor
Contract Line Successor extends contract.line model to support
advanced contract lifecycle management, including suspension,
successor planning, cancellation, and renewal.
It provides a flexible and robust framework for managing complex
contract line scenarios in a clean and structured way.
Features
- Successor and Predecessor Management
- Link contract lines with successor and predecessor lines.
- Plan successors automatically or manually after a stop or suspension.
- Contract Line Lifecycle States
- Manage contract lines with the following computed states:
- Upcoming
- In-Progress
- To Renew
- Upcoming Close
- Closed
- Canceled
- Manage contract lines with the following computed states:
- Lifecycle Operations
- Stop a contract line.
- Plan a successor for a contract line.
- Stop and plan a successor in one operation (useful for suspensions).
- Cancel and un-cancel contract lines.
- Renew contract lines automatically (new line or extension).
- Auto-Renewal Handling
- Auto-renewal based on company settings (extend existing line or create a new one).
- Cron job to automate renewal of eligible contract lines.
- Data Integrity and Validation
- Prevent invalid successor or predecessor configurations.
- Validate state transitions and date overlaps.
- Ensure clean renewal and cancellation workflows.
- Audit Trail
- Automatic posting of chatter messages for lifecycle events like stops, renewals, suspensions, cancellations, etc.
Table of contents
Configuration
- Auto-Renewal StrategyIn the company settings, define whether renewing a contract line:
- Extends the current line (updates date_end),
- or creates a new successor contract line.
Field:Company > Configuration > Contracts > Create new contract line at renewal - Scheduled ActionsEnsure the scheduled action Contract Line: Auto Renew is activated if you want automatic renewal without manual intervention.
Usage
- Select a contract and enable the option “Recurrence at line level?”.
- Once enabled, you will have access to several actions at the contract
line level:
- Stop a contract line and optionally plan a successor.
- Handle temporary suspensions and resume the contract line after the suspension period.
- Cancel and un-cancel contract lines if necessary.
- Renew contract lines either by extending the current line or by creating a new successor line automatically.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Authors
- ACSONE SA/NV
Contributors
- Souheil Bejaoui souheil.bejaoui@acsone.eu (ACSONE SA/NV)
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/contract project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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