agreement
Provides a base agreement registry for tracking partner agreements with optional types, templates, and contract metadata.
Key Features
- agreement: Defines agreement records with required code and name, partner association, key dates, company linkage, template flag, and chatter support for tracking.
- agreement: Syncs the domain field with the selected agreement type and falls back to a sale domain by default.
- agreement: Formats the display name as the agreement code in brackets followed by the name for easy identification.
- agreement: Enforces unique agreement codes per partner and company and auto-suggests a code when duplicating records.
- agreement.type: Provides agreement types with domain selection options shared with agreements.
- security: Restricts agreement visibility to the user's companies and grants read-only access to employees with full rights reserved for administrators.
- security: Supplies optional groups that enable editing the agreement type field and the template flag when assigned to users.
- ui: Adds menus plus list, form, and search views to manage agreements with filters by partner, domain, and archival state.