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Archive/unarchive partner contacts hierarchically

Project description

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

  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.

  4. Confirm the action. * Non-contact types (e.g., invoice/delivery addresses) are archived silently. * Contact-type descendants appear in the wizard for review.

Unarchiving also follows propagation rules: if a parent partner is unarchived, its propagated descendants are unarchived as well.

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
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.

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