Expense Multi Level Approval - Expense Dynamic Approval
by SprintERP Technologies https://sprinterp.com$ 15.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Expenses (hr_expense) • Invoicing (account) |
| Lines of code | 243 |
| Technical Name |
se_expense_dynamic_approval |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Expenses (hr_expense) • Invoicing (account) |
| Lines of code | 243 |
| Technical Name |
se_expense_dynamic_approval |
| License | LGPL-3 |
| Website | https://sprinterp.com |
Expense Multi-Level Dynamic Approval Workflow Management
Configure flexible multi-stage sequential approval chains on expense reports based on minimum monetary thresholds with clear tracking grids.
Key Module Highlights
Expense Multi-Level Dynamic Approval Workflow
Access the Custom Expense Approval Wizard
Navigate to the Expenses application, click on the top Configuration menu, and select the dedicated "Create Expense Approval" shortcut action. This action allows HR and expense managers to instantly spawn the wizard workspace required to set up tiered authorization structures.
Key Logic: Access to this configuration action is strictly protected and limited to users belonging to the **Expense Manager (`hr_expense.group_hr_expense_manager`)** access group to preserve structural security.
Configure Approval Metrics via Create Wizard
The transient "Create Approval" wizard popup allows you to quickly register new verification tiers. Fill in the descriptive stage Name, choose multiple designated sequential personnel within the Approvers many2many tags field, and define the baseline threshold inside the Min Amount record parameter.
Key Logic: Clicking the Submit button automatically creates a persistent
backend record inside the expense.approval.config engine database matrix,
mapping relational IDs securely using standard (6, 0, ids) commands.
Review Configurations via View Expense Details
To audit or manage your existing matrices, go back to the top Configuration menu and
click on the "View Expense Details" item. This triggers the window action mapped to
expense.approval.config, opening a full overview workspace containing your
registered configurations.
Key Logic: This menu item points directly to action_view_expense_details
which boots into Odoo's new standard list,form view formats for fluid
multi-record inspection.
Manage and Audit Created Approval Configurations
The dashboard now reflects your updated records in a unified Odoo list grid view layout. Here, you can quickly verify administrative attributes such as the Approval Name, interactive many2many Approvers badge tags, and the designated Minimum Amount requirements.
Key Logic: This structural presentation layer directly renders properties configured
inside the <list> element tag of your Odoo view layout architecture,
maintaining multi-company visibility guards.
Generate Expense Report Sheet from Expense Lines
Open or select your draft individual items inside the My Expenses workspace. To initialize the multi-level authorization pipeline, group or process these lines by clicking on the prominent "Create Report" button located at the top action header.
Key Logic: Triggering this action compiles individual lines into a consolidated
expense sheet record (hr.expense.sheet), which acts as the core base document
where your dynamic multi-tier fields are inherited.
Trigger Custom Approval Selection Wizard
Once the expense report sheet is initialized in the draft "To Submit" state, a dedicated primary button called "Select Approval" becomes visible on the action header banner. Click this button to launch the runtime template injection popup window.
Key Logic: According to your view architecture guidelines, this action button is
bound to action_select_expense_approval_wizard and remains active strictly
while the document's state equals 'draft' and no configuration has been
assigned yet.
Select and Apply the Desired Approval Configuration
The "Select Approval" wizard popup captures the expense context automatically. From the Select Approval dropdown relation field, pick your structured verification ruleset profile and hit the primary Submit button to initialize data copying.
Key Logic: Executing this submission automatically wipes any old data lines via
approver_line_ids.unlink(), then builds multi-tier linear steps using a
relational loop command mapping arrays securely onto the parent record.
Track Sequential Approval Lines on Dedicated Tab
After wizard execution, a custom notebook section named "Approved Information" is automatically populated and made visible. This area displays core configuration parameters alongside the Approver Status Lines list grid, highlighting assigned reviewers and their verification checkpoints.
Key Logic: The records inside approver_line_ids are marked as readonly="1"
to prevent inline data tampering, utilizing an interactive boolean_toggle
widget to display individual processing status cleanly.
Authorize Transactions via Approved By User Action
When an authorized personnel logs into the system (e.g. Marc Demo), the engine evaluates security contexts instantly. If the active profile matches an entry inside the current verification layer, the specialized primary action button "Approved By User" dynamically appears on the header bar.
Key Logic: Visibility is powered by the computed is_current_approver
boolean field. If a user tries to forge an execution without rights, the backend throws a
strict UserError barrier preventing unauthorized record modification.
Automated Live Status Mapping and Chatter Logs
Once an approver executes clearance, the status line updates immediately, transforming the interactive boolean switch into an active green toggle state. Simultaneously, the framework logs an automated action audit note directly inside the document's chatter ledger tracking pane.
Key Logic: If remaining users exist inside the queue, the engine updates current_approver_ids
and posts a waiting warning. Once the last remaining personnel signs off, the relation
arrays are cleared via (5, 0, 0) and the standard
action_approve_sheets() baseline method is fired automatically.
Key Features & Capabilities
Empower your corporate expenditure workflows with custom tiered validation matrices and real-time live routing tracking in Odoo.
Dynamic Approval Config
Easily configure flexible multi-stage approval levels, minimum monetary benchmarks, and precise company assignments.
Sequential Multi-Level Lines
Tracks assigned personnel profiles linearly, ensuring expenses pass through defined team tiers sequentially.
Smart Injection Wizards
Includes intuitive pop-up wizard interfaces to instantly clear, rebuild, and assign custom multi-level configs onto draft sheets.
Live Status Matrix Tracker
Dedicated information grids inside the sheet form show exact authorized reviewers alongside modern interactive status toggles.
Strict Administrative Guards
Prevents unauthorized users or out-of-order personnel from deploying overrides using smart user-context verification barriers.
Automated Chatter Logs
Provides clear compliance audatability by automatically updating the ledger chatter upon every distinct clearance cycle.
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