Account Dynamic Approval | Invoice Dynamic Approval
by SprintERP Technologies https://sprinterp.com$ 8.00
Account Dynamic Approval | Invoice Dynamic Approval
Configure complex multi-level dynamic approval matrices for Customer Invoices and Vendor Bills based on custom Partner, Product, and Minimum Amount parameters.
Key Module Highlights
Account & Invoice Dynamic Approval Workflow
Navigate to the Invoice Multi-Approval Settings Menu
Open your Odoo ERP ecosystem and navigate directly into the Invoicing (or Accounting) module dashboard. Click on the Configuration drop-down menu situated in the primary navigation header control panel. Locate the dedicated settings subsection to find the custom "Create Invoice Approvals" structural pipeline menu record. This path initiates the core functional workflow engine setup workspace.
Access Rule Notice: Visibility of this setup matrix entry is secured via backend groups mapping variables. Only accounts mapped to financial controller access groups hold visibility privileges to configure global validation rules.
Configure Dynamic Approval Filter Criteria
Click on the New button to format a validation rule entry. Input a clear reference inside the Filter Name string field (e.g., "Invoices") and select your sequence of multi-level stakeholders within the Approvers many2many tags layout. Under the "Apply On" technical block matrix, pinpoint the targeted Invoice Type radio choice, match specific database lines under Products and Partners, and define the absolute matching boundary parameter threshold under the Total greater than or equal to value constraints.
Matrix Criteria Evaluation: The rule processing engine evaluates these values concurrently. If an active document holds matching attributes for amount, target partners, and product line sets, the strict authorization sequence instantly binds the record.
Access and Manage Active Document Filter Dashboards
To review or audit your complete repository of structured validation rules, open the Invoicing app dashboard and navigate to the Configuration drop-down system link panel once again. Locate and select the "View Document Filter" dashboard view action. This navigates the current manager directly into the tree view ledger workspace, displaying a synchronized list of all operational restrictions.
Centralized Oversight: This pipeline view displays a clear matrix summarizing filter fields, multi-user approver columns, active scopes, and target valuation rules across your entire accounting branch setup instantly.
Review Structured Validation Rules inside the List Ledger
The system redirects operators into the Document Filters specialized tree overview panel. Here, you can observe all active configurations at a glance, such as your freshly compiled "Invoices" customer rule profile alongside standard internal expense rules like "bills". Review the mapped tags covering multi-approver arrays, specific invoice classifications, filtered products, and targeted transactional partner groups instantly inside this unified spreadsheet view.
Validation Pipeline Control: This list acts as the centralized source of truth for the validation engine. You can select any configuration profile row directly from this workspace matrix whenever you need to adjust assigned stakeholder signatures or target pricing thresholds.
Locate the Custom Select Filter Action on Draft Documents
Now, navigate to Invoicing > Customers > Invoices and open or format a new transaction record in the Draft state (e.g., matching target parameters like Acme Corporation with filtered items on rows). Notice that because the document is still unvalidated, your custom gray "Select Filter" action button appears immediately inside the top header dashboard next to native controls. The Applied Filter relation indicator fields remain blank until rules attach.
Operational Design: Under the hood, compute visibility logic (`show_select_filter_button`) dynamically handles this button. It evaluates variables instantly, ensuring the selection trigger is only active on unposted draft workflows.
Execute the Pre-Validation Filter Matching Wizard
Clicking the button activates the "Select Document Filter" modal dialog box wizard view (`select.filter.wizard`). Use the dropdown selection field inside the popup window to choose your target validation profile model rule (e.g., "Invoices"). The underlying engine runs clean database query domains automatically behind the screen, checking constraints to ensure only matching matrices can be bound onto the draft invoice.
Wizard Rule Security: Clicking on the blue "Apply Filter" action button updates relational fields, populates required approver line sets instantly, and shifts the backend data state flags to establish operational workflows.
Initialize the Live Approver Status Matrix on Invoices
Once the wizard processes your constraints, notice that the relational Applied Filter indicator updates instantly to display "Invoices". Simultaneously, a dynamic notebook page tab titled "Invoice Approvals" automatically renders inside the sheet. This sub-ledger grid maps out the absolute tracking matrix list rows displaying stakeholders (e.g., Marc Demo and Mitchell Admin) whose authorized compliance signatures are strictly required. A blue primary "Approve" button also injection-loads into the workflow header controls panel.
Dynamic Conditional Logic: The smart compute method evaluates identity logs in real-time. The primary "Approve" button remains visible only if the currently logged-in Odoo operator matches a pending row signature slot inside the tracking grid database lines.
Track Live Approver Signatures and Automated Audit Logs
When an authorized stakeholder (e.g., Mitchell Admin) clicks the primary action button, the transactional logic processes the validation layer instantly. Notice that under the "Invoice Approvals" matrix tab, the boolean checkbox corresponding to the user row updates to an active state. Simultaneously, the framework uses clean `message_post` parameters to record an unalterable audit trail entry inside the Odoo chatter log: "Document approval level signed and verified by user: Mitchell Admin".
Sequential Validation Control: Because this module enforces strict regulatory compliance, the primary header button dynamically adjusts visibility variables. Since other designated approvers (e.g., Marc Demo) are still marked pending, the absolute posting control blocks user validation until the queue is completely clear.
Observe Strict Interception of Unauthorized Confirmation Attempts
If an operator attempts to validate the record by clicking the native "Confirm" button while any designated approver (e.g., Marc Demo) remains pending in the queue, the backend logic instantly intercepts the transaction. The framework overrides the native posting sequence (`action_post`) and triggers a strict UserError modal blocking prompt reading: "Invalid Operation: Document is not approved by all approvers." This foolproof layer completely eliminates compliance risks.
Backend Enforcement Guard: This blocking mechanics triggers dynamically by checking the validation status matrix rows array. The account move document will remain securely locked in its draft state until the approval lines list contains nothing but active signed indicators.
Log in as the Next Designated Approver in the Workflow Queue
To progress the authorization matrix, the next pending stakeholder (e.g., Marc Demo) must log in to their Odoo environment. Upon opening the same draft customer invoice (`INV/2026/00007`), the smart visibility compute script dynamically triggers. Because the engine detects that the active session matches a pending row signature slot inside the tracking grid, the blue primary "Approve" button injection-loads into the control header automatically, ready for signature verification.
Identity Isolation Security: If an unassigned user or an operator who has already signed attempts to view this transaction entry, the system layout keeps the action button hidden to ensure strict structural compliance.
Achieve Full Clearance Matrix and Unlock Final Processing
Once the final pending authority (e.g., Marc Demo) signs the document level, the backend workflow updates to full clearance. Notice that inside the "Invoice Approvals" tracking grid row list, all checkbox records are now fully checked. The automation matrix engine verifies that no pending entries remain (`is_under_approval = False`), and logs a conclusive milestone alert into the chatter: "All multi-level clearance approval records completed successfully. Ready for final processing."
Workflow Unlock: As a result of this successful verification chain, the operational layout hides the temporary "Approve" button and gives control back to the operator. The native "Confirm" routine can now be safely executed without any operational blocks.
Enforce Compulsory Filter Attachment to Prevent Security Bypasses
To ensure bulletproof operational security, if a user attempts to bypass the workflow by clicking the native "Confirm" button on a draft invoice (e.g., INV/2026/00010) without selecting a rule matrix first, the backend engine immediately executes global validation checks (`action_post`). If the transaction parameters match any active configuration parameters in the system, a strict UserError popup blocks execution: "Approval required to validate this document. Please attach filter first."
Ultimate Integrity Safeguard: This fail-safe script ensures that no draft customer invoice or vendor bill can slip past standard protocol guidelines, safeguarding your entire enterprise ledger architecture from unverified validations.
Key Features & Capabilities
Empower your accounting workflows with complex multi-level verification layers, dynamic attribute filtering, and strict post-interception controls in Odoo.
Multi-Level Matrices
Configure complex sequential chains with multiple distinct approvers assigned to confirm a single document, ensuring strict organizational authorization hierarchies.
Conditional Filtering
Define automated triggers based on financial amount boundaries, monitored transactional items or products, and specific vendor or customer contact records.
Pre-Validation Wizard
Utilize an elegant lookup transient wizard (`select.filter.wizard`) to easily scan, evaluate, and manually attach matching filter parameters onto active draft records.
Live Status Matrix
Embeds a visual notebook ledger pane mapping out current approval states, tracking which managers have signed and which rows remain pending clear sign-offs.
Posting Interception
Overrides the native Odoo post action to raise rigid user exception alerts if an invoice matches an active rule configuration but lacks a verified signature profile.
Granular Audit Logs
Tracks compliance automatically by recording instant timestamped body posts into the chatter log every time a manager signs or releases a clearance tier level.
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© 2017 SprintERP Technologies. All Rights Reserved.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
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Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 266 |
| Technical Name |
se_invoice_multi_level_approval |
| License | LGPL-3 |
| Website | https://sprinterp.com |
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