Contract Forecast

contract_forecast · OCA/contract

    Repository
    OCA/contract · module folder · Try on Runboat
    Module version
    1.0.1
    Category
    Uncategorized
    Folder size
    0.13 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/contract
    Last tracking update
    2026-08-07 08:43:01
    Authors
    ACSONE SA/NV, Odoo Community Association (OCA)
    Maintainers
    ACSONE SA/NV, Odoo Community Association (OCA)
    Committers
    sbejaoui, Weblate, OCA-git-bot, oca-ci, hda
    Odoo dependencies
    OCA/contract:
    - contract_line_successor
    - contract
    OCA/queue:
    - queue_job
    odoo/odoo:
    - base
    - account
    - base_setup
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - base_sparse_field
    Python dependencies
    requests
    System dependencies
    None
    Required by
    contract_forecast_brand, contract_forecast_variable_quantity
    Description
    The contract_forecast module enhances the **Contract** module by
generating and managing **forecast periods** for each contract line. It
automatically calculates future invoicing amounts and dates, allowing
companies to better anticipate and report on expected revenues.

Forecasts are visible directly from the contract in a **pivot view** or
**list view**.

\## Features

- Generate forecast periods based on the contract's invoicing rules.
- View forecasts grouped by invoice date.
- Automatic regeneration of forecast periods when contract data changes
  (product, quantity, price, dates, etc.).
- Company-wide configuration to enable or disable forecasts.
- Configurable forecast interval and period type (monthly or yearly).
- Forecast period data includes:
  - Start and end dates
  - Expected invoice date
  - Quantity, unit price, discount, and subtotal (untaxed)
- Clean handling of auto-renewing and manually-ended contracts.

    Code Analysis ⓘ

    Views touched (6)
    XML IDNameModelTypeStatus
    contract_contract_form_view contract.contract form Inherits contract.contract_contract_form_view
    contract_line_forecast_period_graph_view contract.line.forecast.period.graph (in contract_forecast) contract.line.forecast.period graph New
    contract_line_forecast_period_pivot_view contract.line.forecast.period.pivot (in contract_forecast) contract.line.forecast.period pivot New
    contract_line_forecast_period_search_view contract.line.forecast.period search New
    contract_line_forecast_period_tree_view contract.line.forecast.period list New
    res_config_settings_form_view res.config.settings form Inherits contract.res_config_settings_form_view
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (5)

    New fields (0)

    No new fields.

    Public methods (2)
    • action_show_contract_forecast(self)
    • write(self, values)

    New fields (1)
    • forecast_period_ids One2many → contract.line.forecast.period
      comodel_name='contract.line.forecast.period' inverse_name='contract_line_id' required=False string='Forecast Periods'
    Public methods (2)
    • create(self, vals_list)
      @api.model_create_multi
    • write(self, values)

    New fields (14)
    • company_id Many2one → res.company
      comodel_name='res.company' string='Company'
    • contract_id Many2one → contract.contract
      comodel_name='contract.contract' index=True ondelete='cascade' readonly=True related='contract_line_id.contract_id' required=True store=True
    • contract_line_id Many2one → contract.line
      comodel_name='contract.line' index=True ondelete='cascade' readonly=True required=True
    • currency_id Many2one
      related='contract_id.currency_id' store=True
    • date_end Date
      readonly=True required=True
    • date_invoice Date
      readonly=True required=True string='Invoice Date'
    • date_start Date
      readonly=True required=True
    • discount Float
      digits='Discount' help='Discount that is applied in generated invoices. It should be less or equal to 100' string='Discount (%)'
    • name Char
      readonly=True required=True
    • price_subtotal Monetary
      compute='_compute_price_subtotal' store=True string='Amount Untaxed'
    • price_unit Monetary
      string='Unit Price'
    • product_id Many2one → product.product
      comodel_name='product.product' index=True readonly=True related='contract_line_id.product_id' required=True store=True
    • quantity Float
      default=1.0 required=True
    • sequence Integer
      related='contract_line_id.sequence' store=True
    Public methods (0)

    No public methods.

    New fields (3)
    • contract_forecast_interval Integer
      default=12 string='Number of contract forecast Periods'
    • contract_forecast_rule_type Selection
      default='monthly' args: [('monthly', 'Month(s)'), ('yearly', 'Year(s)')]
    • enable_contract_forecast Boolean
      default=True string='Enable contract forecast'
    Public methods (0)

    No public methods.

    New fields (3)
    • contract_forecast_interval Integer
      readonly=False related='company_id.contract_forecast_interval'
    • contract_forecast_rule_type Selection
      readonly=False related='company_id.contract_forecast_rule_type'
    • enable_contract_forecast Boolean
      readonly=False related='company_id.enable_contract_forecast'
    Public methods (0)

    No public methods.

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    Status
    Open migration PR — not merged yet for this version
    CI status
    checks failing
    Open since
    66 days ago
    Last activity
    66 days ago
    Repository
    OCA/contract
    Pull request
    [19.0][MIG] contract_forecast (#1464)