Organization decommissioning #95

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opened 2025-06-05 08:26:08 +00:00 by tobru · 0 comments
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Stories

As an admin, I want to decommission (close) an organization

Implementation Notes

Organization decommissioning involves a few steps:

  • Ask for confirmation before doing anything! And make it obvious that things will be deleted (and list what will be deleted!)
  • Log all the ongoings in the audit log

Process:

  • Delete all running instances on all control-planes - wait for them to be gone
  • Delete the organization namespace on all the control-planes
  • Close the SO in Odoo (details to be researched)

Notes / Thoughts:

  • Should we really delete the organization, or should we archive it in the portal (set to deleted)? This would keep a record and a connection to Odoo
  • Before closing an organization we could check for open invoices
  • Closing could also be blocked until the sale order has been manually closed (for now)
  • Customer can request closure, the organization stays in "closing" state until everything is settled (instances gone, invoices paid). In this state it's not possible anymore to create or update instances, only deleting instances is possible, payment of invoices, etc. Once everything is settled, the organization will be deleted (or marked as closed)
## Stories _As an admin, I want to decommission (close) an organization_ ## Implementation Notes Organization decommissioning involves a few steps: * Ask for confirmation before doing anything! And make it obvious that things will be deleted (and list what will be deleted!) * Log all the ongoings in the audit log Process: * Delete all running instances on all control-planes - wait for them to be gone * Delete the organization namespace on all the control-planes * Close the SO in Odoo (details to be researched) Notes / Thoughts: * Should we really delete the organization, or should we archive it in the portal (set to deleted)? This would keep a record and a connection to Odoo * Before closing an organization we could check for open invoices * Closing could also be blocked until the sale order has been manually closed (for now) * Customer can request closure, the organization stays in "closing" state until everything is settled (instances gone, invoices paid). In this state it's not possible anymore to create or update instances, only deleting instances is possible, payment of invoices, etc. Once everything is settled, the organization will be deleted (or marked as closed)
tobru added the
enhancement
label 2025-06-05 08:26:08 +00:00
tobru added this to the Roadmap project 2025-07-04 08:35:51 +00:00
tobru modified the project from Roadmap to Development Planning 2025-10-23 13:14:10 +00:00
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Reference: servala/servala-portal#95
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