Partner Archive Propagate

partner_archive_propagate · OCA/partner-contact

    Repository
    OCA/partner-contact · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Partner Management
    Folder size
    0.08 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/partner-contact
    Last tracking update
    2026-08-07 08:42:56
    Authors
    Odoo Community Association (OCA), Therp BV
    Maintainers
    Odoo Community Association (OCA), Therp BV
    Committers
    OCA-git-bot, Nikos Tsirintanis, oca-ci
    Odoo dependencies
    odoo/odoo:
    - base_setup
    - base
    - web
    - mail
    - bus
    - web_tour
    - html_editor
    Python dependencies
    None
    System dependencies
    None
    Required by
    partner_multi_relation_archive_propagate
    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 form Inherits base.view_partner_form
    view_res_config_settings_partner_archive res.config.settings.view.form.partner.archive res.config.settings form Inherits base_setup.res_config_settings_view_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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

    Loading…