Safe Partner Merge
Contact merging with a permission gate and a pre-merge safety check. Free.
Odoo's contact merge is a one-way door. Merge the wrong customers and their invoices, payments and orders are tangled together for good. Worse, merging partners that still have draft invoices can create journal sequence conflicts. This module puts two guards in front of the native merge, without changing how the merge itself works.
Permission control
A "Can Merge Partners" checkbox on the user form. Users without it never see the merge action. No more accidental merges by junior staff.
Draft invoice check
Before the merge wizard opens, all selected partners are scanned for draft invoices and bills. Found any? The merge is blocked and every offending document is listed with its amount.
Clear guidance
When the check passes, the user gets a short reminder of what merging does (destination partner, reassignment, archiving) before proceeding to the standard Odoo merge wizard.
Native flow preserved
This module does not replace Odoo's merge logic. It only gates access to it. Everything downstream works exactly as standard.
Setup in one minute
- Install the module.
- Open Settings, then Users. Tick "Can Merge Partners" for trusted users.
- Those users select contacts and use the Merge action as usual. Everyone else cannot.
See it in action
The permission checkbox on the user form
Merge action, visible only to permitted users
Merge blocked: draft invoices listed with amounts
All clear: ready to merge
Support
Questions or a feature request? Email adedejitoriade@gmail.com. Built and maintained by Tajdigitals.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 195 |
| Technical Name |
taj_partner_merge |
| License | LGPL-3 |
| Website | https://github.com/taj2307 |
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