Dashboard

Graph and pivot views showing records affected over time, broken down by rule and model. Daily digest snapshots give a complete audit history.

Archive Rules

Create and manage all archive rules. Each rule targets one model with a configurable inactivity window and action type.

Templates

Pre-built rules for CRM, Sales, Purchase, Inventory, and Events. Click Activate on any card to create a ready-to-use rule in Dry Run mode.

Load Default Templates

Regenerates the built-in template library. Use this if templates are missing after an upgrade.

Misconfigured Rules

Active rules that have not fired in over 30 days. Check here if a rule appears stuck or is not running as expected.

Digests

A snapshot is saved after every cron run showing totals, warnings sent, and a per-rule breakdown.

Configuration

Set the daily cron run hour (UTC) and optionally connect a Slack or Microsoft Teams webhook.

Help

Opens the in-app documentation page.

Target Settings

Model

The Odoo model to scan (e.g. Lead/Opportunity, Sale Order, Product). Any non-transient model with an active field is supported.

Days of Inactivity

How many days a record must be inactive before the rule acts on it. Set to 0 to match all records regardless of age.

Inactivity Type

How inactivity is measured — see Inactivity Types below.

Whitelist Domain

Records matching this domain are always skipped, regardless of inactivity. Example: [('partner_id.customer_rank', '>', 0)]

Status Settings

Active

Enable or disable the rule. Inactive rules are skipped by the cron.

Dry Run

When enabled the rule logs what would happen but makes no changes. Always start a new rule in Dry Run and disable it only after reviewing the results.

Company

Visible only in multi-company installations. Leave empty to run for all companies.

Use Condition Builder

Toggle Use Condition Builder for a visual row-by-row editor. All conditions are AND'd together. This is the easiest option if you are not familiar with domain syntax.

Filter Domain

A raw Odoo domain expression to narrow which records are considered. Leave empty to match all active records on the model.

Examples:

[('state', '=', 'draft')]
[('team_id.name', '=', 'Direct Sales')]
[('probability', '<', 20)]

See Domain Expression Reference for a full guide.

Archive

Sets active = False on all matching records. This is the default action. No extra configuration required.

Undoable: Yes

Change Stage

Moves matching records to a target stage or state value.

Stage Field

The field to update. Default is stage_id. Can also be state or any other field on the model.

Target Value

For Many2one fields: the stage name (e.g. Lost). For selection fields: the selection key (e.g. cancel).

Undoable: Yes — each record's previous value is restored.

Assign to User

Writes a new owner to the record's user_id field.

Assign To

The user to assign matching records to.

Undoable: Yes — each record's previous user is restored.

Add Activity

Creates a follow-up activity on each matching record. The model must inherit mail.thread.

Activity Type

e.g. To-Do, Email, Phone Call.

Summary

Activity title shown on the chatter.

Deadline (days)

Number of days from today when the activity falls due.

Assign Activity To

Leave empty to assign to the record's responsible user (user_id).

Undoable: Yes — activities created by this run are deleted.

Send Email

Fires a mail template for each matching record. The template selector is automatically filtered to the chosen model.

Email Template

The mail.template to send.

Undoable: No — emails already sent cannot be recalled.

Add Tag

Appends one or more tags to a Many2many field on matching records. Tags are created automatically if they do not already exist.

Tag Field

The Many2many field to write to. Default is tag_ids.

Tag Names

Comma-separated tag names, e.g. Stale, Needs Review.

Undoable: Yes — only the tags added by this run are removed. Pre-existing tags on the record are left untouched.

Custom Python

Runs arbitrary Python code on the matched recordset. Restricted to Odoo administrators. Always test with Dry Run first.

Available variables:

Example:

# Set priority to High on all matching leads
records.write({'priority': '2'})

# Post a note on each record's chatter
for rec in records:
    rec.message_post(body="Flagged as stale by Auto Archive.")

Undoable: No — arbitrary code changes cannot be automatically reversed.

Skip if Open Activity

Records with at least one pending activity are left alone.

Skip if Tagged

Enter a comma-separated list of tag names. Records carrying any of those tags are skipped.

Tag Field

The Many2many field to check. Default is tag_ids.

Skip if Unpaid Invoice

Requires the Accounting app. Records whose partner has at least one posted, unpaid invoice are skipped.

Whitelist Domain

Records matching this domain are always skipped regardless of inactivity or other settings. Evaluated before any exception checks.

Digests

Navigate to Auto Archive → Digests for daily snapshots showing:

• Total records affected
• Warning emails sent
• Number of rules that ran
• Number of dry-run entries
• Per-rule breakdown with action type and record count

Operators

Combining Conditions

# AND (default) — both must be true
[('state', '=', 'draft'), ('amount_total', '=', 0)]

# OR — prefix with '|'
['|', ('state', '=', 'draft'), ('state', '=', 'sent')]

# NOT — prefix with '!'
['!', ('priority', '=', '3')]

CRM Examples

[('probability', '<', 20)]               # Low-probability only
[('team_id.name', '=', 'Direct Sales')]  # Specific sales team
[('user_id', '=', False)]                # Unassigned records
[('priority', '!=', '3')]                # Exclude high-priority

Sales Examples

[('state', '=', 'draft')]                # Draft quotations only
[('state', '=', 'sent')]                 # Sent but not confirmed
[('amount_total', '=', 0)]               # Zero-value orders

Purchase Examples

[('state', '=', 'draft')]                # Draft RFQs only
[('partner_id.name', 'ilike', 'Acme')]   # Specific vendor

Inventory Examples

[('sale_ok', '=', True)]                 # Saleable products only
[('detailed_type', '=', 'product')]      # Storable products only
[('detailed_type', '=', 'service')]      # Service products only