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
- 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
Auto-Renewal Strategy
In 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 Actions
Ensure the scheduled action Contract Line: Auto Renew is
activated if you want automatic renewal without manual intervention.
- 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.
The contract lines list is colour-coded by their lifecycle state so
the status is readable at a glance (mirroring the contract list and
Odoo’s own draft/expired conventions):
- Upcoming — blue (like a draft order), the line has not started
yet.
- In-progress — normal, the line is currently running.
- To renew / Upcoming close — purple, the line needs attention
before its end date (distinct from orange/warning, which is kept for
real problems).
- Closed / Canceled — muted/grey, the line is no longer active.
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.
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.
