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Documentation Index

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The Contract Wizard is a full-page, step-by-step wizard for creating a new partner contract. It is accessible at /ce/partners/:partnerId/contracts/wizard.

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Overview

The Contract Wizard hosts a ModuleWizardRenderer (PF-41 platform wizard framework) for the partner_contract wizard type in the ce module. The wizard supports draft persistence, a Cancel button (returns to the partner detail page), and a Save & Exit option. On successful completion the wizard calls useCreatePartnerContract, submits the contract payload to the API, and navigates back to /ce/partners/:partnerId. If validation fails before submission a toast error is shown listing the validation issues. A loading skeleton is rendered if partnerId or organizationId is not yet resolved. Contract fields submitted include: contract_name, contract_type, start_date, end_date, value, auto_renew, renewal_notice_days, terms_summary, document_id, status (defaulting to draft), and notes.

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Who it’s for

Required permission: ce.contracts.create (route-level gate).

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Before you start

  • You need the ce.contracts.create permission.
  • You must have an existing partner record; the wizard is launched from a specific partner’s page.
  • Your organization must be active.

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Steps

1

Launch the wizard

Navigate to /ce/partners/:partnerId/contracts/wizard from the partner detail page or a partner action.
2

Complete each wizard step

Fill in contract name, type, dates, value, auto-renewal settings, terms summary, and any other required fields across the wizard steps.
3

Save and exit (optional)

Click Save & Exit to persist a draft and return later.
4

Submit the contract

Click Create Contract on the final step. The wizard validates the data and, on success, creates the contract and returns to the partner detail page.
5

Cancel

Click Cancel or the back arrow at any time to return to the partner detail page without saving.

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Key concepts

  • PF-41 wizard framework — the wizard uses ModuleWizardRenderer from the platform wizard layer; step registration is handled by registerPartnerContractWizardSteps.
  • Draft persistence — enableDraftPersistence is set; incomplete wizard data is saved locally.
  • Contract status — defaults to draft on creation; SME: confirm available status transitions.

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Governance & parity

Documentation coverage and governance.
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  • src/routes/ce.tsx
  • src/cores/ce/wizards/partner-contract/PartnerContractWizardPage.tsx
  • src/cores/ce/wizards/partner-contract/registerPartnerContractWizardSteps.ts
  • src/cores/ce/wizards/partner-contract/partnerContractWizardValidation.ts
  • src/cores/ce/wizards/partner-contract/types.ts