Partner Archive Propagate

partner_archive_propagate
REPOSITORY
REPOSITORYOCA/partner-contact
GIT
GIThttps://github.com/OCA/partner-contact.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/partner-contact/tree/18.0/partner_archive_propagate
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYPartner Management
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERSOCA-git-bot, Nikos Tsirintanis, oca-ci
WEBSITE
WEBSITEhttps://github.com/OCA/partner-contact
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:10
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - base_setup
    - base
    - web
    - mail
    - bus
    - web_tour
    - html_editor
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
## 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.).

Code Analysis

Views touched (3)
XML IDNameModelTypeStatus
view_archive_propagate_wizard_form res.partner.archive.propagate.wizard.form res.partner.archive.propagate.wizard form New
view_partner_form_inherit_archive_propagate res.partner.form.archive.propagate res.partner xpath Inherits base.view_partner_form
view_res_config_settings_partner_archive res.config.settings.view.form.partner.archive res.config.settings block Inherits base_setup.res_config_settings_view_form
Models touched (4)

New fields (1)
  • partner_archive_force_outside_ui Boolean
    config_parameter='partner_archive_propagate.force_outside_ui' default=False help='If enabled, archiving a partner via any non-UI method (imports, RPC, automated) will also archive all descendants and mark them as propagated.' string='Force propagation outside UI'
Public methods (0)

No public methods.

New fields (2)
  • propagated_from_id Many2one → res.partner
    help='Technical field. Set when this partner was archived automatically because the source partner was archived. Cleared again when it is unarchived by the opposite propagation.' index=True string='Archived Due To' args: 'res.partner'
  • show_prop_wizard_button Boolean
    compute='_compute_show_prop_wizard_button' help='Show or hide the wizard button, depending on child_ids'
Public methods (3)
  • action_archive(self)
    Archive only this partner via gear Do not super, otherwise core odoo archives children too
  • action_archive_with_contacts(self)
    Show wizard only if there are type contact descendants. - If there are no type contact descendants: archive immediately. - If there are type contact descendants: open wizard listing only those, allowing the user to exclude some.
  • write(self, vals)
    Enable (un)archiving propagation: - detect which partners are being (un)archived - calls _(un)archive_propagate() on them.

New fields (5)
  • email Char
    related='partner_id.email'
  • name Char
    related='partner_id.name'
  • partner_id Many2one → res.partner
    required=True string='Contact' args: 'res.partner'
  • phone Char
    related='partner_id.phone'
  • wizard_id Many2one → res.partner.archive.propagate.wizard
    ondelete='cascade' required=True args: 'res.partner.archive.propagate.wizard'
Public methods (0)

No public methods.

New fields (2)
  • line_ids One2many → res.partner.archive.propagate.line
    string='Contacts to archive' args: 'res.partner.archive.propagate.line', 'wizard_id'
  • partner_id Many2one → res.partner
    readonly=True required=True args: 'res.partner'
Public methods (1)
  • action_confirm(self)
    Archive main partner from the ui: - silently archive NON-contact type descendants (invoice/delivery/etc) - skip descendants linked to active users and notify
REPOSITORY
REPOSITORYOCA/partner-contact
GIT
GIThttps://github.com/OCA/partner-contact.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/partner-contact/tree/16.0/partner_archive_propagate
VERSION
VERSION 1.2.0
CATEGORY
CATEGORYPartner Management
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, Nikos Tsirintanis, oca-ci
WEBSITE
WEBSITEhttps://github.com/OCA/partner-contact
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:43
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (3)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    view_archive_propagate_wizard_form
                    res.partner.archive.propagate.wizard.form
                    res.partner.archive.propagate.wizard
                    form
                    
                        
                        New
                        
                    
                

                
                

                    view_partner_form_inherit_archive_propagate
                    res.partner.form.archive.propagate
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
                

                    view_res_config_settings_partner_archive
                    res.config.settings.view.form.partner.archive
                    res.config.settings
                    xpath
                    
                        
                        Inherits base.res_config_settings_view_form
                        
                    
                

                
            
        

        

        

        
Models touched (4)

        
        

            
            

                

                    
                

                

                    

                        New fields (1)
                        
                        
    
                            
                            
  • 
                                partner_archive_force_outside_ui
                                Boolean
                                
                                
    
                                    
                                    config_parameter='partner_archive_propagate.force_outside_ui'
                                    
                                    default=False
                                    
                                    help='If enabled, archiving a partner via any non-UI method (imports, RPC, automated) will also archive all descendants and mark them as propagated.'
                                    
                                    string='Force propagation outside UI'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                propagated_from_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    
                                    
                                    help='Technical field. Set when this partner was archived automatically because the source partner was archived. Cleared again when it is unarchived by the opposite propagation.'
                                    
                                    index=True
                                    
                                    string='Archived Due To'
                                    
                                    args: 'res.partner'
                                
    
                                
                            
    • 
                            
                            
  • 
                                show_prop_wizard_button
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_show_prop_wizard_button'
                                    
                                    help='Show or hide the wizard button, depending on child_ids'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (3)
                        
                        
    
                            
                            
  • 
                                action_archive(self)
                                
                                
    Archive only this partner via gear
Do not super, otherwise core odoo
archives children too
    
                            
    • 
                            
                            
  • 
                                action_archive_with_contacts(self)
                                
                                
    Show wizard only if there are type contact descendants.

- If there are no type contact descendants: archive immediately.
- If there are type contact descendants: open wizard listing only those,
  allowing the user to exclude some.
    
                            
    • 
                            
                            
  • 
                                write(self, vals)
                                
                                
    Enable (un)archiving propagation:
- detect which partners are being (un)archived
- calls _(un)archive_propagate() on them.
    
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (5)
                        
                        
    
                            
                            
  • 
                                email
                                Char
                                
                                
    
                                    
                                    related='partner_id.email'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                name
                                Char
                                
                                
    
                                    
                                    related='partner_id.name'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    
                                    
                                    required=True
                                    
                                    string='Contact'
                                    
                                    args: 'res.partner'
                                
    
                                
                            
    • 
                            
                            
  • 
                                phone
                                Char
                                
                                
    
                                    
                                    related='partner_id.phone'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                wizard_id
                                Many2one → res.partner.archive.propagate.wizard
                                
                                
    
                                    
                                    
                                    
                                    ondelete='cascade'
                                    
                                    required=True
                                    
                                    args: 'res.partner.archive.propagate.wizard'
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                line_ids
                                One2many → res.partner.archive.propagate.line
                                
                                
    
                                    
                                    
                                    
                                    string='Contacts to archive'
                                    
                                    args: 'res.partner.archive.propagate.line', 'wizard_id'
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    
                                    
                                    readonly=True
                                    
                                    required=True
                                    
                                    args: 'res.partner'
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                action_confirm(self)
                                
                                
    Archive main partner from the ui:
- silently archive NON-contact type descendants (invoice/delivery/etc)
- skip descendants linked to active users and notify
    
                            
    •