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128 changes: 128 additions & 0 deletions partner_archive_propagate/README.rst
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=========================
Partner Archive Propagate
=========================

..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:82494c9a9bbd7ccf2fe16046dff9b9f7966caf9a1adecad44a99ebb59f9a0a6c
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
:target: https://github.com/OCA/partner-contact/tree/18.0/partner_archive_propagate
:alt: OCA/partner-contact
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/partner-contact-18-0/partner-contact-18-0-partner_archive_propagate
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

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**

.. contents::
:local:

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 <https://github.com/OCA/partner-contact/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 <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_archive_propagate%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-ntsirintanis| image:: https://github.com/ntsirintanis.png?size=40px
:target: https://github.com/ntsirintanis
:alt: ntsirintanis

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-ntsirintanis|

This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/18.0/partner_archive_propagate>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions partner_archive_propagate/__init__.py
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from . import models
from . import wizard
21 changes: 21 additions & 0 deletions partner_archive_propagate/__manifest__.py
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# Copyright 2025 Therp BV <https://therp.nl>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "Partner Archive Propagate",
"summary": "Archive/unarchive partner contacts hierarchically",
"version": "18.0.1.0.0",
"category": "Partner Management",
"author": "Therp BV, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/partner-contact",
"license": "AGPL-3",
"depends": ["base_setup", "mail"],
"data": [
"security/ir.model.access.csv",
"views/res_config_settings_views.xml",
"views/res_partner_views.xml",
"wizard/archive_propagate_wizard_views.xml",
],
"installable": True,
"application": False,
"maintainers": ["ntsirintanis"],
}
212 changes: 212 additions & 0 deletions partner_archive_propagate/i18n/it.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_archive_propagate
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: Automatically generated\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"

#. module: partner_archive_propagate
#: model_terms:ir.ui.view,arch_db:partner_archive_propagate.view_archive_propagate_wizard_form
msgid "Archive"
msgstr ""

#. module: partner_archive_propagate
#: model_terms:ir.ui.view,arch_db:partner_archive_propagate.view_partner_form_inherit_archive_propagate
msgid "Archive Contact and Children"
msgstr ""

#. module: partner_archive_propagate
#. odoo-python
#: code:addons/partner_archive_propagate/models/res_partner.py:0
#: model_terms:ir.ui.view,arch_db:partner_archive_propagate.view_archive_propagate_wizard_form
#, python-format
msgid "Archive Contacts"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model,name:partner_archive_propagate.model_res_partner_archive_propagate_wizard
msgid "Archive partner and children of partner "
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner__propagated_from_id
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_users__propagated_from_id
msgid "Archived Due To"
msgstr ""

#. module: partner_archive_propagate
#: model_terms:ir.ui.view,arch_db:partner_archive_propagate.view_archive_propagate_wizard_form
msgid "Cancel"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model,name:partner_archive_propagate.model_res_config_settings
msgid "Config Settings"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model,name:partner_archive_propagate.model_res_partner
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__partner_id
msgid "Contact"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__line_ids
msgid "Contacts to archive"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__create_uid
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__create_uid
msgid "Created by"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__create_date
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__create_date
msgid "Created on"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__display_name
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__display_name
msgid "Display Name"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__email
msgid "Email"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_config_settings__partner_archive_force_outside_ui
msgid "Force propagation outside UI"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__id
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__id
msgid "ID"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,help:partner_archive_propagate.field_res_config_settings__partner_archive_force_outside_ui
msgid ""
"If enabled, archiving a partner via any non-UI method (imports, RPC, "
"automated) will also archive all descendants and mark them as propagated."
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line____last_update
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard____last_update
msgid "Last Modified on"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__write_uid
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__write_uid
msgid "Last Updated by"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__write_date
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__write_date
msgid "Last Updated on"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__name
msgid "Name"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_wizard__partner_id
msgid "Partner"
msgstr ""

#. module: partner_archive_propagate
#: model_terms:ir.ui.view,arch_db:partner_archive_propagate.view_res_config_settings_partner_archive
msgid "Partner Archive Propagate"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model,name:partner_archive_propagate.model_res_partner_archive_propagate_line
msgid "Partner Archive Propagate Line"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__phone
msgid "Phone"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner__show_prop_wizard_button
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_users__show_prop_wizard_button
msgid "Show Prop Wizard Button"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,help:partner_archive_propagate.field_res_partner__show_prop_wizard_button
#: model:ir.model.fields,help:partner_archive_propagate.field_res_users__show_prop_wizard_button
msgid "Show or hide the wizard button, depending on child_ids"
msgstr ""

#. module: partner_archive_propagate
#. odoo-python
#: code:addons/partner_archive_propagate/models/res_partner.py:0
#, python-format
msgid ""
"Skipped archiving the following contacts because they are linked to active "
"users: %s"
msgstr ""

#. module: partner_archive_propagate
#. odoo-python
#: code:addons/partner_archive_propagate/wizard/archive_propagate_wizard.py:0
#, python-format
msgid "Skipped contacts linked to active users: %s"
msgstr ""

#. module: partner_archive_propagate
#. odoo-python
#: code:addons/partner_archive_propagate/wizard/archive_propagate_wizard.py:0
#, python-format
msgid "Some contacts were skipped"
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,help:partner_archive_propagate.field_res_partner__propagated_from_id
#: model:ir.model.fields,help:partner_archive_propagate.field_res_users__propagated_from_id
msgid ""
"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."
msgstr ""

#. module: partner_archive_propagate
#: model_terms:ir.ui.view,arch_db:partner_archive_propagate.view_archive_propagate_wizard_form
msgid ""
"The following contact-type descendants will be archived as well.\n"
" Remove any you want to keep active."
msgstr ""

#. module: partner_archive_propagate
#: model_terms:ir.ui.view,arch_db:partner_archive_propagate.view_res_config_settings_partner_archive
msgid ""
"When enabled, archiving a partner via imports/RPC/automation will also\n"
" archive all descendants and mark them as propagated."
msgstr ""

#. module: partner_archive_propagate
#: model:ir.model.fields,field_description:partner_archive_propagate.field_res_partner_archive_propagate_line__wizard_id
msgid "Wizard"
msgstr ""
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