Adds stages to Contacts allowing, for example, to setup a lifecycle workflow. The default stages are: Draft, Active and Inactive.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds lifecycle stages to contacts so you can track where each partner stands (Draft, Active, Inactive) and group or filter contacts by stage.
This module gives every contact a stage, similar to the pipeline stages used for sales opportunities. On the contact form a status bar appears at the top where you can click through the stages, and the stage is also shown as a column in the contacts list.
A new configuration menu "Contact Stages" (under Contacts settings) lets administrators manage the list of stages. Each stage has a name, an optional code, a sequence for ordering, a related state (To Approve, Approved, Archived), a description, a fold option, and a "Default state" flag. The module ships with three stages: Draft, Active (the default) and Inactive.
Business rules enforced by the code: - Only one stage can be marked as the default; setting a second one raises an error. - Stage codes must be unique. - New contacts automatically receive the default stage. - When the module is installed, all existing contacts without a stage are assigned the default one.
In the contacts search view you can group contacts by stage, and the stage is available as a filter. The stage is tracked in the chatter, so changes are logged. Regular users can read stages; only system administrators can create, edit or delete them.
Depends on
Required by other modules
Models and fields (2)
- res.partner · extends an existing modelstage_id, stage_state
- res.partner.stage · new modelcode, fold, name, state (Related State), active, sequence, is_default (Default state), description
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/partner-contact.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0Open a Contact form to see the corresponding Stage. It is visible in the stages bar, at the top right are of the form.
The contact stage can be changed clicking on the stages bar.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.