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Contract from Sale

contract_sale folder_open OCA/contract open_in_new
Sales License: AGPL-3

This module allows access to contracts for sale employees without account permissions.

Employees in sale security group "User: Only Own Documents", can only access contracts created by themselves.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Gives salespeople access to recurring contracts directly from the Sales app, without needing accounting permissions. Sales users see their own contracts, while sales managers see all contracts.

This module adds a Contracts entry to the Sales menu so salespeople can work with recurring contracts without going into the Accounting app.

  • A new "Contracts" menu item appears under the Sales menu, open to the standard salesperson group.
  • Salespeople can read, create and edit contracts, contract lines, contract templates, template lines and contract modifications. They cannot delete them; sales managers can also delete.
  • Salespeople can read related accounting records (invoices and journals) and analytic items, but cannot change them.
  • A record rule named "See Own Contracts" limits salespeople to contracts they own or that have no salesperson assigned. A second rule, "See All Contracts", lets the sales manager group see every contract.
  • On the customer form, the button that shows a customer's contracts and the supplier rank field are made visible to salespeople.

It touches the contract, contract line, contract template, contract modification, analytic and accounting models, and the customer form. No new automatic computations, emails or scheduled jobs are added by this module.

Depends on

salecontract

Required by other modules

contract_sale_generation

Menus it adds

Contracts

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 8 confirmed, 1 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0
  • Log with an user having sale but not account permissions.
  • Go to Sales \> Sales \> Contracts.
  • Create a new record or edit another one.

No verified information in OCA: Installation, Configuration.

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.