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 View PDF, Duplicate, Edit and Delete.

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. A long press on an already synchronised line offers Edit, Close the line (if it is active) and Delete; Add a line sits at the bottom of the card.
Contacts: View the contacts linked to the contract, with direct access to call or email them.

⚠️ Contract contacts cannot be managed from the app. Dolibarr's API exposes no contact route for this module — neither read nor write, in version 22 as in 24. The card therefore stays empty, and contacts are added from the web interface. It will fill in on its own the day Dolibarr opens those routes.

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).
Contract date. The activation and end-of-validity dates belong to each service (line), not to the contract: Dolibarr ignores both on the header, and the app no longer offers them here.
••• menu of the record: Write an email; on a draft, Validate; on a contract in service, Create Order, Create Invoice, Create Supplier Invoice (opens the web interface form), the Services submenu (Activate all services / Close all services) and Close / Terminate; on any already synchronised contract, Clone / Renew; finally Delete. The View PDF and View on Web buttons sit at the top of the record.

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.
Creation/Modification: Necessary to add, modify, validate, close or clone a contract. The ability to add documents or edit notes also requires these rights.
Deletion: Necessary to delete a contract.

Screenshots

2 screenshots — click to enlarge