#154 - Contracts and Contract Templates with SLAOpen

Add a Contracts system to manage client agreements with:

  • Contract types: Full Managed, Partial Managed, Break/Fix

  • SLAs: Response & resolution times by priority

  • Billing: Standard & after-hours rates

  • Status tracking: Active, Expired, Pending, Terminated

  • Contract templates: Quick onboarding for new clients

  • Client snapshots: Preserve historical info

  • Renewal & audit: Start/end dates, update frequency, timestamps

Tables (key fields)

contracts: contract_name, contract_status, contract_type, SLA fields, client info snapshot, contact/agent info, rates, net terms, support hours, start/end dates, renewal frequency, timestamps

contract_templates: template_name, type, SLA defaults, rates, net terms, support hours, renewal frequency, details, timestamps, company_id

User Stories

  • Admins can create/edit templates

  • Agents can view contract SLAs & details

  • Billing info and client snapshot are preserved

  • Contracts can be generated from templates

Acceptance Criteria

  • Templates can be created/edited/deleted

  • Contracts can be generated from templates

  • SLAs, rates, and metadata are stored

  • Client info snapshot is preserved

  • Status and timestamps are tracked

 

Milestone:
v25.12 - Due: 2025-12-05
Assigned To: =^_^=Johnny
Created Date: 2025-11-07 16:55:21
Discussion Link:

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