| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 255 |
| Technical Name |
deltatech_agreement_management |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
| Versions | 17.0 18.0 19.0 |
Agreement Management
Manage agreements numbers, date, state
Manage commercial and service agreements with partners — track reference numbers, dates, statuses, and print agreement documents directly from Odoo.
Key features:
- ✓Create agreements linked to a partner, with agreement date and expiry date.
- ✓Each agreement follows a lifecycle: Draft → In Progress → Terminated.
- ✓Agreement types define the numbering sequence and the print report template used when generating the agreement document.
- ✓Generate the agreement reference number automatically from the configured sequence (button Get number available while the agreement is still in Draft).
- ✓Print the agreement as a PDF using the report template attached to the agreement type.
- ✓Partners display an Agreements smart button showing the count of linked agreements.
- ✓Filter partners by the presence of agreements using the built-in search filter.
- ✓Full chatter/activity support on every agreement record.
Configuration
Security groups
Two groups are provided. Assign users before they can access the Agreement menu:
- Agreement / User (
group_agreement_user) — can view and create agreements; also grants access to the Agreements smart button on partner records. - Agreement / Manager (
group_agreement_manager) — includes User rights plus access to the Configuration menu (agreement types management). The Administrator user is assigned to this group by default.
Go to Settings → Users and add the relevant group to each user.
Agreement types
Before creating agreements, configure at least one agreement type under Agreement → Configuration → Agreement types. Each type requires:
- Type— a label identifying the kind of agreement (e.g. “Service Contract”, “NDA”, “Supply Agreement”).
- Sequence— an
ir.sequencerecord that will supply the auto-generated reference number when Get number is clicked on an agreement form. - Layout(optional) — an
ir.actions.reportrecord (a QWeb report) used when Print is clicked on an agreement form. If not set, printing will raise an error.
Usage
Creating an agreement
- Navigate to Agreement → Agreements.
- Click New.
- Fill in:
- Type — select the agreement type (determines the sequence and print template).
- Partner — the counterpart company or individual.
- Agreement Date — defaults to today; change if needed.
- Final Date — optional expiry date.
- Description — short free-text note.
- Currency — defaults to the company currency.
- While the agreement is in Draft and the reference shows
/, click Get number to assign the next sequence number from the selected type. - Click Set In Progress to move the agreement to the In Progress state. Fields become read-only once the agreement leaves Draft.
- To print the agreement, click Print. The report template configured on the agreement type is used to generate the PDF.
- When the agreement ends, click Close Contract to set the state to Terminated. To reopen it, click Set Draft.
Viewing agreements from a partner
On any partner form, an Agreements smart button (file icon) shows the number of agreements linked to that partner. Click it to open the filtered list of agreements for that partner.
You can also filter partners by agreement presence: in the partner list view, use the search filter With agreement to show only partners that have at least one agreement.
Deleting agreements
Only agreements in Draft state can be deleted. Attempting to delete an agreement that is In Progress or Terminated will raise a validation error.
Bug Tracker
Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Terrabit
- Dan Stoica
Maintainers
Current maintainer:
This module is part of the dhongu/deltatech project on GitHub.
You are welcome to contribute.
Need help getting started?
We are an Odoo partner building apps for the Romanian market (SAGA & WinMentor export; Romanian accounting localization in progress). Direct support from the team that built the module.
Contact Terrabit →| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 255 |
| Technical Name |
deltatech_agreement_management |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
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