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OCA/partner-contact · 18.0

Partner Archive Propagate

partner_archive_propagate

AGPL-3Partner Managementv18.0.1.0.0262updated 1 day ago
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Odoo Community Association

Partner Archive Propagate

Beta License: AGPL-3 OCA/partner-contact Translate me on Weblate Try me on Runboat

Partner Archive Propagation

This module extends the native archiving mechanism for partners.

When archiving a company or parent contact, it will also handle its descendants according to business rules — with user control and safeguards.

Features

  • Adds a new "Archive Contact and Children" button on the Partner form.
  • Shows a wizard listing contact-type descendants before archiving.
  • Automatically skips descendants linked to active users.
  • Adds a technical Many2one field (propagated_from_id) that records which parent partner caused the automatic archiving, making propagation fully traceable and reversible.
  • Ensures automatic unarchive propagation.
  • Includes a system setting to enforce propagation even for non-UI actions (imports, RPC, automated jobs, etc.).

Table of contents

Configuration

  • Go to Settings → Technical → General Settings → Partner Archive Propagate.
  • Enable "Force propagation outside UI" to automatically apply propagation when partners are archived through automation or imports.

Usage

This module provides two distinct ways to archive a company or parent contact.

Archive via the action menu (gear icon)

Clicking Archive in the gear (⚙) menu archives only the company itself. Child contacts, invoice/delivery addresses, and related partners are left completely untouched. Use this when you want a quick archive without touching any of the company's contacts.

Note: This behaviour is consistent regardless of the Force propagation outside UI system setting. The gear menu never propagates.

Archive via the "Archive Contact and Children" button

  1. Open a partner (company or main contact).
  2. Click the "Archive Contact and Children" button.
  3. Review the list of child contacts to be archived. Remove any row to keep that contact active after archiving.
  4. Confirm the action.
    • Non-contact types (e.g., invoice/delivery addresses) are archived silently in the background — they do not appear in the list.
    • Contact-type descendants appear in the wizard for review.
    • Contacts linked to active users are automatically excluded from the list; a warning message is posted on the company.

If the company has no contact-type descendants, no wizard opens and the company (and its non-contact addresses) are archived immediately.

Unarchiving

Unarchiving also follows propagation rules: if a parent partner is unarchived, its propagated descendants are unarchived as well. Partners that were independently archived are not affected.

System setting: Force propagation outside UI

When Force propagation outside UI is enabled (under Settings), archiving a company via any non-UI path (imports, RPC calls, automated jobs, etc.) will also propagate to descendants, just as the wizard button does. This setting has no effect on the gear menu action.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Therp BV

Contributors

  • Nikos Tsirintanis <<ntsirintanis@therp.nl>>

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

ntsirintanis

This module is part of the OCA/partner-contact project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.