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  1. APPS
  2. Document Management
  3. Document Retention & Auto v 19.0
  4. Sales Conditions FAQ

Document Retention & Auto

by Baris Genc https://gencbaris.com/odoo_plugins/
Odoo

$ 129.00

v 19.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 927
Technical Name gb_document_retention_auto_purge_policy
LicenseOPL-1
Websitehttps://gencbaris.com/odoo_plugins/
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 927
Technical Name gb_document_retention_auto_purge_policy
LicenseOPL-1
Websitehttps://gencbaris.com/odoo_plugins/
Versions 18.0 19.0
  • Description
  • License
Compatible with Odoo 18.0 · 19.0
LGPL-3 license · 35+ languages · Community & Enterprise
Document Retention & Auto for Odoo — preview banner

Document Retention & Auto

Retention schedules, legal hold and GDPR-safe purge with audit log

UK GDPR and the DPA 2018 require you to hold personal data no longer than necessary — but most Odoo databases keep everything forever. This module manages how long records and attachments are kept, then purges them safely when their retention expires, with a full, immutable audit log for accountability. It complements a GDPR privacy app by adding the retention and purge engine: transparent schedules, legal-hold protection and an auditable purge trail.

Key Features

Per-model retention policies

Define a retention period (days, months or years) per document type, with a configurable base date field and a recorded legal basis for the schedule.

Four purge actions

Choose anonymise (blank named fields), delete attachments, archive or delete the record — the right disposal for each data type.

Per-record tracking

Each governed record gets a retention record with a due date computed from its base date plus the policy period, and an overdue flag for monitoring.

Legal hold

Flag records under legal hold and they are never purged, regardless of due date — protecting data needed for litigation or investigation.

Scheduled, reviewed purge

A scheduled job evaluates due records and applies the action, with an optional manual review wizard so a DPO can preview and approve purges before they run.

Immutable audit log

Every purge writes a who / what / when / why log entry that cannot be edited, plus a per-policy compliance report for DPO reporting.

UK GDPR / DPA 2018 ready

Enforce storage-limitation by design, with a recorded legal basis behind every retention schedule.

Safe by default

Legal hold and optional manual review prevent accidental destruction of data you still need.

Defensible audit trail

An immutable purge log gives regulators and auditors proof of what was disposed of, when and why.

Complements GDPR tooling

Adds the operational retention and purge engine alongside any privacy-compliance app — pure Community.

Screenshots

Document Retention & Auto — Purge Log in Odoo

Purge Log

Document Retention & Auto — Retention Policies in Odoo

Retention Policies

Document Retention & Auto — Retention Records in Odoo

Retention Records

Document Retention & Auto — Retention Analysis in Odoo

Retention Analysis

Why Choose This Module

Data protection officers, compliance and IT teams at UK organisations that must apply documented retention schedules, honour legal holds and prove GDPR-safe disposal of personal data held in Odoo.

Specifications

  • Compatible: Odoo 18.0 / 19.0
  • License: LGPL-3
  • Languages: 35+
  • Author: Baris Genc
  • Dependencies: mail
  • Support: odoo@gencbaris.com
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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