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Agreement Service Profile

agreement_serviceprofile folder_open OCA/agreement open_in_new
Contract License: AGPL-3

This module adds an Agreement Service Profile object with the following properties:

  • name,
  • link to a agreement,
  • active.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds a Service Profile object to agreements, letting you track the services delivered under a contract with their own stages, products and notes.

This module introduces a new record called Service Profile that you can attach to an agreement. Each profile has a name, a stage, a service product (or product variant), notes and an active flag to archive it without deleting it.

Where you find it: - A "Service Profiles" page inside the agreement form, listing the profiles linked to that agreement. - A "Service Profiles" menu under the Agreement master data and another one on the Agreement dashboard, opening list, form and kanban views. - A "Service" tab on product forms, shown only when the product's service tracking is set to Service Profile.

Business rules and automatic behaviour: - New profiles start in the Draft stage by default. - Stages available for profiles are the ones flagged as Service Profile type; six stages are provided: Draft, In Progress, Suspended, To Renew, Closed and Cancelled. - The product field only accepts products whose service tracking is Service Profile, and you choose either a product template or a specific variant. - The partner is taken automatically from the linked agreement. - Profiles are archived (hidden) rather than deleted when the active flag is unchecked. - Messages and activities are tracked on each profile.

It touches the agreement, agreement stage, product template and product variant records, and adds its own Service Profile record with read/write access for agreement users and full access for agreement managers.

Depends on

agreement_legal

Required by other modules

agreement_helpdesk_mgmt_serviceprofileagreement_legal_saleagreement_maintenanceagreement_mrpagreement_operating_unitagreement_stockconnector_equipment_service

Menus it adds

Service ProfilesService Profiles
Models and fields (4)
  • agreement · extends an existing modelserviceprofile_ids (Service Profiles)
  • agreement.stage · extends an existing modelstage_type
  • product.template · extends an existing modelservice_tracking
  • agreement.serviceprofile · new modelname, notes, active, stage_id (Stage), partner_id (Partner), product_id, agreement_id (Agreement), product_variant_id, use_product_variant

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 6 confirmed, 3 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.