All in One Custom Checklist | Multiple Checklist Approval
by SprintERP Technologies https://sprinterp.com$ 20.01
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Employees (hr) • Inventory (stock) • Invoicing (account) • Manufacturing (mrp) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 944 |
| Technical Name |
se_all_in_one_checklist |
| License | LGPL-3 |
| Website | https://sprinterp.com |
All in One Custom Checklist | Multiple Checklist Approval
Manage custom checklists and approval flows across multiple Odoo apps with synchronized progress tracking dashboards.
Key Module Highlights
All in One Custom Checklist System
Configure User Access Rights and Approval Security Rules
Navigate to **Settings > Users & Companies > Users** and select your targeted employee or manager profile. Under the **Access Rights** configuration sheet, the framework introduces explicit administrative group dropdown switches to easily set user roles between **Checklist User** and **Checklist Manager**. Additionally, operators can toggle the global **"All in One Checklist Approval"** check checkbox in the technical section to authorize master validation overrides securely.
Key Logic: The layout hooks into standard security relations via widget="many2many_checkboxes"
mapping to se_all_in_one_checklist.group_all_in_one_checklist_approval strings,
dynamically regulating structural button actions based on active company session contexts.
Define Centralized Master Validation Items and Global Checklists
Navigate to **Sales > Configuration > Checklist** to access the centralized master management grid. Here, operational managers can create raw atomic validation rules (such as **Quote, Confirm Sale, Send by email invoice, Picking Chek Draft, or MRP To Produce - Checklist**) with detailed execution definitions. This repository serves as a global item bank that can be grouped into operational templates across various functional modules.
Key Logic: The action pulls dataset schemas directly from the custom se.checklist.task
model database lines, providing clean text definitions and structural tracking capabilities
across complex operational channels.
Create Structured Templates and Assign Applicable Target Models
Navigate to **Sales > Configuration > Checklist Template** to assemble multi-task operational templates. In this dashboard grid, managers can configure complex master bundles (such as **SALE CHECK, PURCHASE CHECK, ENTRY CHECK, or EXIT CHECK**) and link them directly to their specific target application models. The system displays active checklist items using dynamic tags and incorporates an inline toggle selector to easily activate or deactivate templates.
Key Logic: The template structure works via the se.checklist.template
model database lines, running a computed backend relation
_compute_checklist_task_ids to automatically map active lines into clear many2many_tags
dashboard views.
Design Form Checkpoints and Assign Allowed Users / Approvers
Open any master template card to manage its internal operational rows. Within the **Checklist Items** table, operators can sequence individual tasks via visual drag handles, modify raw internal descriptions, and explicitly define designated **Allowed Users / Approvers** (such as *Marc Demo* or *Mitchell Admin*) for each item. This forms a strict security map ensuring only authorized team members can sign off on critical business steps.
Key Logic: The template line logic utilizes the
se.checklist.template.line model, mapping an optimized _compute_description
logic to auto-populate rows and binding core **Odoo Chatter Inheritances** to securely
capture complete modification trace records inside audit streams.
Dynamic Checklist Spawning and Initial Validation Tracking inside Worksheets
Open any individual record sheet (such as a Sales Quotation form) to find the seamlessly integrated **Checklist** notebook tab page. Once an applicable template like **SALE CHECK** is linked via the template selection field, the abstract framework automatically spawns the full array of runtime checklist instances. Each verification row initializes with a live status badge (e.g., **New**) alongside contextual **â Complete** and **â Cancel** control commands.
Key Logic: The synchronization process utilizes the se.checklist.mixin
abstract framework, running a dynamic backend compute method
_compute_checklist_lines that evaluates the active model string to map
structural fields onto custom row templates instantaneously.
Real-Time Progress Tracking via Synchronized Percentpie Gauge Widgets
As authorized approvers execute row operations, the verification grid responds instantly. Clicking on **â Complete** updates the status badge to a distinct green **Complete** banner and records the execution date automatically. Simultaneously, an interactive backend **percentpie gauge widget** recalculates the total operational state (e.g., jumping to **50%**), visually tracking exactly how close the document is to full regulatory clearance.
Key Logic: The visual updates are powered by an advanced backend matrix hook _compute_checklist_progress
that tracks structural field completions inside an aggregate equation to render clean
percentage progress indicators across parent forms instantly.
Achieve Complete Operational Clearance and 100% Process Validation
When all mandatory tasks are verified by authorized personnel, the staging layout confirms successful completion. The **percentpie gauge tracker** hits **100%**, filling completely with a rich purple compliance color indicator. Simultaneously, every execution row transitions into a non-editable green status matrix, certifying that the worksheet has passed all security checks and is ready for next production stages.
Key Logic: Once the total count of completed entries perfectly equals the full task array lengths via core mathematical equations, the layout engine hides action triggers dynamically to protect the record against unauthorized post-approval modifications.
Enforce Operational Procurement Quality with Purchase Order Checklists
The modular layout seamlessly extends its validation mechanics into **Odoo Purchase Management**. Opening a Purchase Order sheet (e.g., **P00014**) reveals the identical operational **Checklist** notebook panel. Linking a target **PURCHASE CHECK** bundle instantiates procurement validation checkpoints like *Confirm Order* or *Requests for Quotation*. Each approval action continuously recalculates the dashboard gauge matrix (e.g., streaming a precise **66.67%** status) to ensure complete material procurement compliance.
Key Logic: The system runs clean abstract mapping functions through res_model='purchase.order',
binding underlying line items natively to the purchase_order_id inverse
database key fields to maintain data integrity across related backend rows.
Secure Financial Audit Visibility via Integrated Customer Invoice Checklists
The validation framework deploys directly into **Odoo Invoicing and Accounting** layers. Opening a Customer Invoice worksheet (such as **INV/2026/00005**) embeds a dedicated financial **Checklist** notebook tab. Once the custom **INVOICE CHEK** template is applied, crucial transactional verification stepsâlike *Draft invoice, Posted invoice, and Payment invoice*âare dynamically spawned. Achieving total compliance automatically fills the progress gauge indicator to **100%**, certifying the document for clean corporate audits.
Key Logic: The accounting validation layers execute model context queries mapping
directly through res_model='account.move' records, binding the resulting line
instances straight to the account_move_id data keys to maintain solid
traceability.
Optimize Warehouse Operations and Material Transfers via Logistics Checklists
The system deploys seamlessly into **Odoo Inventory and Warehouse Management**. Opening any stock shipment or receipt sheet (such as **WH/IN/00009**) injects a structured **Checklist** notebook tab. When the **PICKING CHEK** template is selected, specialized logistics verification itemsâlike *Picking Chek Draft, Picking Chek Ready, and Picking Chek Validated*âare dynamically initialized. Achieving full validation forces the gauge widget to hit **100%**, providing a clear visual green-light before finalized product updates.
Key Logic: The warehouse verification pipeline targets res_model='stock.picking'
entries, natively binding execution table configurations straight to the stock_picking_id
relational database keys to prevent data losses across tracking sheets.
Track Global Operational Verification States via Inline List View Progress Bars
To eliminate the need for opening every document manually, the module injects real-time statistics straight into the main dashboard interface. Navigating to the **Inventory Receipts list view** reveals a dedicated **Progress** column tracking column. Each data row shows an active overview of verification metrics (ranging seamlessly from **0%** to **100%** complete states), allowing warehouse operators and supply managers to monitor compliance across all active shipments at a single glance.
Key Logic: The list view table layout uses Odooâs native
widget="progressbar" field link mapped to the inherited checklist_progress
database model value. This setup updates instantly on layout refreshes without causing heavy
background query overloads on the server.
Standardize Shop Floor Compliance via Integrated Manufacturing Order Checklists
The workflow engine integrates directly into **Odoo Manufacturing (MRP)** work centers. Opening a Manufacturing Order worksheet (such as **WH/MO/00001**) loads a dedicated production **Checklist** notebook panel. When the custom **MRP CHEK** template is linked, critical factory verification tasksâlike *MRP To Produce - Checklist, MRP - in Producing process - Checklist, and MRP - Planing - Checklist*âare dynamically initialized. Achieving full validation forces the gauge widget to hit **100%**, certifying proper machine and material compliance before items hit the finished goods stage.
Key Logic: The manufacturing execution layer utilizes model mappings targeting res_model='mrp.production'
entries, binding dynamic row data straight to the mrp_production_id database
keys to ensure clear tracking data links across shop floor pipelines.
Guide Lead Conversions and Sales Opportunities via CRM Qualification Checklists
The workflow suite deploys natively into **Odoo CRM Pipeline Management**. Opening any sales opportunity sheet (such as *Devis pour 150 tapis*) embeds the synchronized **Checklist** notebook panel. Once a custom **QUOTE CHECK** template is applied, critical stage-gatesâlike *Quote 100 chair - lead acquisition and Quote for 100 chair - Lead conversion*âare generated instantly. Completing these milestones moves the progress gauge indicator to **100%**, qualifying the lead securely before changing its status to Won.
Key Logic: The customer acquisition pipeline targets
res_model='crm.lead' entries, securely binding line item instances straight to
the crm_lead_id relational database keys to preserve complete compliance
tracking parameters.
Enforce Project Milestones and Multi-Template Tasks Validation
The system scales effortlessly into **Odoo Project Task Management**. Opening any active operational task sheet (such as *S00026 - Plumbing Services*) embeds a responsive **Checklist** notebook tab. Notably, the framework supports linking **multiple templates simultaneously** (e.g., *ANALYSIS-CHECK X* and *DESIGN-CHECK X* together). The engine aggregates lines from all attached bundles into a single interactive grid, dynamically computing overall milestones progress metrics (e.g., streaming a live **60%** status gauge).
Key Logic: The task execution layer leverages relational queries targeting res_model='project.task'
entries, binding aggregated checklist records directly to the project_task_id
model field to secure perfect execution histories across project sheets.
Standardize Master Product Releases via Quality Control Checklists
The system expands its operations to manage item attributes. Opening any structural master item sheet (such as *Acoustic Bloc Screens*) introduces the centralized **Checklist** notebook tab. Linking the target **PRODUCT CHECK** bundle launches custom catalog validation checkpointsâlike *Product Checklist 1 and Product Checklist 2*. As engineering teams execute verifications, a backend **percentpie gauge** tracks the master parameters (e.g., streaming a **50%** live status), ensuring absolute regulatory clearance before items are pushed into active commercial markets.
Key Logic: The item data framework maps directly onto res_model='product.template'
dataset schemas, binding runtime instances straight to the product_template_id
data keys to maintain robust tracking links across catalog files.
Track Global Product Parameters and Release States via Inline List Progress Columns
To provide catalog administrators with complete visibility over item statuses, the module introduces dynamic overview metrics to the core master list layouts. Navigating to the **Products list view** reveals a synchronized **Progress** tracking column. Each product record (such as *Acoustic Bloc Screens*) shows an live progress bar overview (ranging instantly from **0%** to **100%** complete states), allowing procurement teams to monitor release checkpoints across hundreds of items simultaneously without opening individual files.
Key Logic: The item tracking table layout integrates a synchronized widget="progressbar"
field link connected directly to the inherited checklist_progress database
field, updating instantly upon master catalog revisions without causing high database
queries on the server.
Streamline Employee Onboarding Frameworks via Custom Entry Checklists
The system implements a specialized data mapping structure to manage human resources. Opening any member profile sheet (such as *Abigail Peterson*) inside **Odoo Employee Management** introduces separate independent panels. Linking a designated master template into the **Entry Checklist** selection box generates customized onboarding validation linesâlike *Entry Checklist 1 and Entry Checklist 2*. As HR coordinators execute verifications, a backend **percentpie gauge** tracks the onboarding parameters (e.g., streaming a **50%** live status), ensuring absolute regulatory clearance before an employee is successfully deployed into production fields.
Key Logic: Unlike generic models, the HR layout targets
res_model='hr.employee' records, binding the onboarding line dataset explicitly
to the employee_entry_id data key to handle multi-stage employee lifecycle
progress metrics independently.
Automate Offboarding and Handovers via Custom Exit Checklists
The human resources framework provides a matching solution for offboarding workflows. Right next to the entry options, clicking on the **Exit Checklist** notebook tab opens an independent management grid. Linking a master template like **EXIT CHECK** spawns employee resignation and offboarding validation checkpointsâsuch as *Exit Checklist 1 and Exit Checklist 2*. Achieving full verification fills the progress gauge to **100%**, certifying that asset returns, security access cancellations, and official handovers have been fully completed.
Key Logic: The architecture separates offboarding datasets by binding lines
explicitly to the employee_exit_id inverse key. This allows the backend to
track onboarding progress independently from exit compliance metrics on the exact same
employee record.
Monitor Complete Employee Lifecycles via Dual Entry and Exit Progress Bars
To provide human resources managers with centralized administrative visibility, the module integrates separate tracking metrics directly into the core user directory. Navigating to the **Employees list view** reveals two dedicated columns: **Entry Progress** and **Exit Progress**. Each data row displays an active percentage overview (e.g., tracking an onboarding process at **50%** alongside a finalized offboarding checkout at **100%**), allowing HR operations teams to audit compliance states across the entire company roster at a glance.
Key Logic: The administration dashboard table integrates dual widget="progressbar"
field mappings connected directly to the inherited entry_progress and exit_progress
database models, updating instantly on data syncs without causing heavy execution loads on
the server.
Key Features & Capabilities
Empower your cross-functional operational workflows with dynamic process verification checklists, automated progress tracking widgets, and robust validation guards in Odoo.
9-in-1 Native App Integration
Inject standardized compliance verification lists across Sales, Purchase, Invoicing, Warehouse, Manufacturing, CRM Leads, Tasks, and Products smoothly.
HR Lifecycle Double Panels
Isolate employee management frameworks with independent tracking notebooks, handling new hire onboarding protocols separately from clear offboarding steps.
Live Gauge Progress Vectors
Embeds interactive, real-time backend computed widgets like circular percentpie gauges inside document worksheets that recalculate values instantly.
Inline List Progress Bars
Equips core administrative tree tables with real-time percentage indicators, allowing operations managers to review verification metrics at a glance.
Strict User Access Guards
Enforces data security by limiting task status changes solely to defined approvers, blocking unauthorized clicks with user validation alerts.
Kanban Graphic Rings
Enhances project kanban interfaces with circular task progress rings powered by conic-gradient styling to show clear completion statuses inside cards.
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