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Partner Contract Anniversary

partner_contract_anniversary folder_open OCA/contract open_in_new
marketing License: AGPL-3

This module adds contract anniversary tracking to partner records, automatically calculating the first contract date and current year’s anniversary date. It includes a dedicated Contracts tab in the partner form and allows filtering by anniversary dates, useful for renewals and customer relationship management.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds a Contracts tab on the contact form showing the first contract date and this year's contract anniversary date, kept up to date automatically and refreshed yearly by a scheduled job.

This module extends contacts (res.partner) with two read-only date fields: the first contract date and the contract anniversary date. They appear in a new "Contracts" tab on the contact form, placed after the Sales & Purchases tab, with the first contract date on the left and the anniversary date on the right.

The first contract date is the earliest start date among the contact's contract lines that are not cancelled. The anniversary date is that same date moved to the current year; if the date does not exist in the current year (for example 29 February), 28 February is used instead.

Updates happen automatically: when a contract line is created, or when its start date is changed, the related contact's dates are recalculated. A scheduled job named "Partners: Update Contract Anniversaries" runs every 12 months and recalculates the anniversary dates for all contacts, so they roll over to the new year without manual work.

The module depends on the contract module and works on contract lines (contract.line) and contacts (res.partner). Both new fields are read-only, so users cannot edit them by hand.

Depends on

Models and fields (2)
  • res.partner · extends an existing modelcontract_anniversary_date, first_contract_line_start_date (First Contract Date)
  • contract.line · extends an existing model

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: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Viewing Contract Dates

  • Navigate to Contacts → Contacts
  • Open any partner record
  • Click on the Contracts tab to view:
  • First Contract Date: The earliest contract start date
  • Contract Anniversary Date: This year's anniversary date (automatically calculated)

Searching by Anniversary Date

  • Go to Contacts → Contacts
  • Click the Filters button
  • Select Advanced Search
  • Use the Contract Anniversary Date field to:
  • Find contacts with anniversaries on specific dates
  • Filter for upcoming anniversaries
  • Identify contacts without contracts

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.