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Key Features of Dynamic Multi-Level Approval Module

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How the Approval Workflow Works

1. Register Approval Actions — Go to Approvals → Configuration → Approval Actions and define which model/method combinations need gating (e.g., Sale Order + action_confirm).
2. Create Approval Rules — Define rules with target model, trigger domain conditions, and ordered approval steps linked to security groups.
3. Action Gets Intercepted — When a user tries to perform the gated action, the system blocks it and creates an approval request automatically.
4. Approvers Get Notified — Each step's approver group receives a scheduled activity. They can approve or reject from the Approval Dashboard or directly from the approval form.
5. Document Proceeds — Once all steps are approved, the user can perform the original action. If rejected, the initiator is notified with the reason.

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Screenshots — Approval Module in Action

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Configuration Guide — Set Up Approval Rules in Minutes

Step 1: Register Approval Actions for Sale Orders, Purchase Orders, Invoices & More

Navigate to Approvals → Configuration → Approval Actions and register which model/method combinations need approval gating.

Action Name	Target Model	Method Name
Sale Order Confirm	Sale Order (sale.order)	action_confirm
Purchase Order Confirm	Purchase Order (purchase.order)	button_confirm
Invoice Post	Journal Entry (account.move)	action_post
Inventory Validate	Transfer (stock.picking)	button_validate
Expense Submit	Expense Report (hr.expense.sheet)	action_submit_sheet

Step 2: Create Approval Rules

Navigate to Approvals → Configuration → Approval Rules and create rules:

• Target Model — Select the Odoo model (e.g., Sale Order).
• Actions — Pick which registered actions this rule applies to (leave empty for all).
• Company — Scope the rule to a specific company.
• Domain Filter — Optional condition, e.g. [("amount_total", ">", 5000)].
• Approval Steps — Add steps in order with the approver security group, instructions, and whether attachments are required.

Step 3: Test the Workflow

1. Create a document that matches your rule (e.g., a sale order over $5,000).
2. Click the action button (e.g., Confirm) — the system blocks it and creates an approval request.
3. Log in as an approver and navigate to Approvals → Dashboard or My Pending Approvals.
4. Open the approval and click Approve (or Reject with a reason).
5. Once all steps are approved, the original user can perform the action successfully.

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Supported Odoo Models for Approval Workflow

This dynamic approval module works with any Odoo model out of the box. Here are the most common use cases:

Business Area	Odoo Model	Approval Use Case
Sales	Sale Order / Quotation (sale.order)	Sale order approval, quotation approval before confirmation
Purchasing	Purchase Order / RFQ (purchase.order)	Purchase order approval, RFQ approval, vendor order approval
Accounting	Invoice / Bill / Journal Entry (account.move)	Invoice approval, bill approval, credit note approval, journal entry approval
Payments	Payment (account.payment)	Payment approval, vendor payment approval, customer refund approval
Expenses	Expense Report (hr.expense.sheet)	Expense approval, employee expense approval, travel expense approval
Inventory	Transfer / Picking (stock.picking)	Inventory transfer approval, delivery approval, receipt approval
Manufacturing	Manufacturing Order (mrp.production)	Production order approval, manufacturing approval
Any Custom Model	Your custom module's model	Custom workflow approval for any business process

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Common Approval Use Cases

• Sale Order Approval: Require manager approval for quotations and sales orders above a certain amount before confirmation.
• Purchase Order Approval: Multi-level approval for purchase orders — first by department head, then by finance, then by CEO for large purchases.
• Invoice & Bill Approval: Ensure invoices and vendor bills are reviewed and approved before posting to the accounting ledger.
• Expense Approval: Route employee expense reports through their manager and finance department before reimbursement.
• Payment Approval: Require approval before processing vendor payments or customer refunds above a threshold amount.
• Inventory Transfer Approval: Gate warehouse transfers and deliveries so they require supervisory approval before validation.
• Custom Workflow Approval: Apply approval to any business process in Odoo — including your own custom modules and methods.
• Amount-Based Approval: Set different approval chains based on document amounts — e.g., orders under $1,000 need one level, orders over $10,000 need three levels.
• Company-Specific Approval: Different approval policies per company in a multi-company Odoo database.

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Technical Details

Module Name	dynamic_multi_approval
Version	18.0.1.0.0
Odoo Version	18.0 (Community & Enterprise)
Dependencies	base, mail
License	LGPL-3
Category	Tools
Multi-Company	Yes — rules are company-scoped
Python Models	approval.config, approval.config.line, approval.action, approval.instance

Architecture Overview

• approval.action — Registers model/method pairs and wraps them at runtime with interceptor logic. Also auto-generates a smart "Approval" button on the target model's form view.
• approval.config — Defines rules: target model, trigger domain, company, and ordered approval steps.
• approval.config.line — Individual step in an approval chain: sequence order, approver group, optional instructions, and optional attachment requirement.
• approval.instance — Live workflow record (inherits mail.thread + mail.activity.mixin) tracking a document through its approval chain.
• approval.reject.wizard — Transient model for capturing rejection reasons.
• base override — The write() method on base auto-cancels linked approval instances when a document returns to draft/cancel state.

Automatic Smart Button Injection

When you register an approval action for a model, the module automatically creates an extension view that adds an Approval smart button to the model's primary form view. Users click it to see the linked approval instance. No manual XML view modifications needed.

Auto-Cancel on Reset

When any document's state or status field is written to draft, cancel, or cancelled, all linked approval instances are automatically cancelled. This ensures stale approvals don't bypass future gated actions.

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Security & Access Rights

Model	Administrator	Internal User
approval.config	Full access (CRUD)	No access
approval.config.line	Full access (CRUD)	No access
approval.action	Full access (CRUD)	No access
approval.instance	Full access (CRUD)	Read, Write, Create (no delete)
approval.reject.wizard	Full access (CRUD)	Full access (CRUD)

Only Settings / Administrator users can configure approval rules and actions. All internal users can view and interact with approval instances (approve/reject) based on their group membership.

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Installation

1. Download the module and place the dynamic_multi_approval folder in your Odoo addons path.
2. Restart the Odoo server.
3. Go to Apps, remove the "Apps" filter, search for Dynamic Multi-Level Approval, and click Install.
4. Navigate to Approvals → Configuration to start setting up your approval rules.

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Changelog

Version	Date	Changes
18.0.1.0.0	March 2026	Initial release — approval actions, rules, multi-step chains, activities, rejection wizard, auto smart button, auto-cancel on reset.

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Support

For questions, feature requests, or bug reports related to this module, please use the contact details provided on the Odoo Apps Store listing page. We are happy to assist with configuration and customization needs.

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Why Choose This Odoo Approval Module?

This Module	Other Approval Modules
One module for all models — Sales, Purchase, Accounting, Inventory, Expenses, and more	Separate module needed for each business area
Only depends on base + mail — no hard dependencies	Requires specific business apps to be installed
Unlimited approval steps — single, double, triple, or N-level approval	Often limited to 2-3 approval levels
Domain-based triggers — conditional approval based on amount, type, or any field	Apply to all records or basic amount threshold only
Multi-company — different rules per company	Single company or manual duplication
Auto smart button injection — no XML modifications needed	Manual view customization required
Works with custom models and custom methods	Limited to predefined models only

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