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Document Retention & Auto

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License: OPL-1, every download is watermarked.
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Compatible with Odoo 18.0 · 19.0
OPL-1 license · Odoo 18.0 & 19.0
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: OPL-1
  • Languages: English
  • Author: Pokutsoft
  • Dependencies: mail
  • Support: support@pokutsoft.com

Update date: 2026-07-02