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Contracts Module

The HtkDoli Contracts module allows you to manage subscriptions and regular services billed to your customers directly from the mobile application. It provides a complete overview of the status of your commitments.

Interface and Features

The Contracts module interface is designed to make it easier to track and manage your contract services.

List of Contracts

  • Overview: Display the list of your contracts with their reference, the name of the associated third party, the date of the contract, the total amount and their status (Draft, In service, Closed).
  • Filters and Sorting: Use the options to filter by status and sort by date, reference or third party name to quickly find a specific contract.
  • Quick actions: Swipe right to edit a contract, or left to delete it (if rights allow). A long press gives access to contextual actions such as PDF preview.

Contract Details

  • General information: Consult the reference, date, customer reference, amount and direct links to the Third Party or the associated Project.
  • Services (Contract Lines): Display the list of services included in the contract. Each line details its start date, its end date, and its status (Active, Upcoming, Expired, Inactive, Closed/Terminated). You can activate an inactive line directly from this view.
  • Contacts: View, add or unlink specific contacts from the contract, with direct access to call or email them.
  • Documents: Consult the documents attached to the contract or add new ones (via the camera or local files).
  • Notes: View and modify the public and private notes of the contract.
  • Related elements: Easily access Interventions, Invoices or Commercial Proposals linked to this contract.

Creation and Editing

  • Offline draft: Create new contracts even without connection (they will be saved locally with a temporary identifier).
  • Selection of elements: Associate the contract with a Third Party (mandatory) and a Project (optional).
  • Key dates: Define the contract date, the activation date and the end of validity date.
  • Change in status: From the detail view (”…” button), you can validate a draft contract, close/terminate an active contract, or clone/renew an existing contract. It is also possible to generate an invoice directly from a validated contract.

Business Behavior and Dolibarr

The module faithfully respects the business rules and statuses defined by Dolibarr.

Contract Statuses

The statuses displayed in the application correspond to Dolibarr statuses:

  • Draft (Status 0): The contract is being created.
  • In service (Status 1): The contract is validated and at least one of its services is active or future.
  • Closed (Status 2): The contract is ended or terminated.

Service Line Statuses

Line management is independent of the overall contract:

  • Inactive (Status 0): The service has not yet started.
  • Closed / Terminated (Status 4): The service is terminated.
  • Intermediate states (Active, To come, Expired) are dynamically calculated by the application based on today’s date in relation to the start (opening_date) and end (valid_end_date) dates of the service.

Rights and Permissions

The use of this module depends on your permissions on Dolibarr:

  • Reading: Necessary to see the list of contracts (`contract.read`).
  • Creation/Modification: Necessary to add, modify, validate, close or clone a contract (`contract.create`). The ability to add contacts, documents or edit notes also requires these rights.
  • Deletion: Necessary to delete a contract or unbind a contact.
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