Recording and managing contracts – system description

Header and child tables of a contract, save steps and the value match, automatic numbering, content scope and deletion.

Customer and supplier contracts with lines, phases, phase-line allocation and deposit. Finalised module; the content scope is the contract's company_client_id.

Data model

Table names carry the installation's own prefix in the database.

Table	Role
`contract`	header: client, direction, partner, subject, number, currency, value, status
`contract_parties`	parties with direction-based roles
`contract_item`	lines (resolved from product / service)
`contract_phase`, `contract_phase_item`	phases and phase-line allocation
`contract_deposit`, `contract_penalty`, `contract_document`, `contract_vehicle`	deposit, penalty, document and vehicle rows
`doc`, `doc_link`	documents shown in the list

Process

List: filters company group, company, filter_client_id, filter_customer_id, filter_auto_renew, filter_certification_required, filter_data; scope to the content right's companies (getAllowedScopeValues); documents with document/document list, unlinking with edit.
Save: client and subject required; client in scope (ownerInScope); where the price profile makes the header value meaningful (works or flat fee), the non-optional lines must total the value within ±0.01 (error_value_mismatch).
addContract(): adds missing columns (ensureSchema), direction-based roles, automatic number (V-YYYY-NNNN customer, SZ-YYYY-NNNN supplier, continuous per client), then writes parties, lines, phases, allocation and deposit (delete + rewrite). editContract() rewrites the child tables the same way.
Status: 0/1 (setStatus).
Delete: ids outside the scope are skipped; deleteContract() deletes the child rows, then the contract, physically.

Permissions

Function rights: list, edit (also the Add button), save canSave(), delete, debug; searches: companysearch, partnersearch (list), productsearch, propertysearch, servicesearch (edit), groupcompanies.
Content scope: contractInScope, ownerInScope.

Known limitations

Deletion does not check referencing invoices.
The keys certify, export, invoice and the BASE-classified statusdelete exist only in the catalogue; they have no endpoint.

Related topics: contract contracting parties

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