Agreement lifecycle
Details of the Agreement states and transitions
The following state machine illustrates the life cycle of agreements. This guide provides additional context on the business rules, conditions, and actor responsibilities that govern these state transitions.
States
The following are lists of all of the main states for agreements and milestones
Agreements
PENDING
Agreement is created and doesn't have any approved milestontes
ACTIVE
Agreement is approved and active with live milestones
CANCELLED
Agreement is cancelled, this can only happen before agreement is in ACTIVE state
CLOSED
Agreement is completed and all milestones are finished
Details
Agreements are created through the API and have details of the payer, receiver, auditor and have a number of initial milestones.
Approval
Initial approval: Payer or receiver have to first upload agreement file. Then, receiver approves at least one milestone
Auto-activation: When receiver approves at least one milestone the agreement becomes ACTIVE
Irreversible: Once agreement becomes ACTIVE, it is not possible to revoke it and go back to PENDING
Cancellation Logic
Agreement cancellation follows conditional logic based on its state:
Only PENDING agreements can be cancelled
Either party can cancel unilaterally
Management
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