| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 511 |
| Technical Name |
byn_record_lock |
| License | OPL-1 |
| Website | https://bynify.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 511 |
| Technical Name |
byn_record_lock |
| License | OPL-1 |
| Website | https://bynify.com |
| Versions | 18.0 19.0 |
Operations Control Toolkit
Business Record Lock
Protect business-critical records from risky updates and deletes with policy-based lock rules, controlled bypass access, and event-level audit visibility.
Overview
Business Record Lock adds governance rules to prevent unauthorized updates and deletes on business-critical records once they reach protected states.
Use Cases
- Block edits on confirmed Sales Orders except notes.
- Prevent deletion of completed stock pickings.
- Prevent changes on posted accounting records.
- Apply stricter controls only for selected companies.
Features
- Reduce accidental data changes on confirmed documents
- Protect audit reliability for sales, inventory, and accounting flows
- Enforce SOP compliance across teams and companies
- Improve accountability with blocked-attempt event logs
Core Features
- Lock policy per model and company scope
- Dynamic state/status locking with multi-value selection
- Condition template to accelerate setup
- Allowed editable fields while locked
- Bypass groups for approved roles
- Optional delete blocking and event logging
Installation
- Place the addon in your Odoo addons path.
- Update Apps list.
- Install Business Record Lock.
- Open Settings - Record Lock - Lock Rules.
Usage
- Choose Model: open Lock Rules and select target model (Sales, Stock, Accounting, etc).
- Define Lock Trigger: select state/status field and protected values.
- Set Exceptions: configure editable fields and bypass groups for authorized roles only.
- Activate Policy: save rule and validate with a controlled test transaction.
- Monitor Events: review blocked attempt logs for audit and process tuning.
Best practice: start with high-risk records (posted entries, done deliveries, confirmed orders) before broader rollout.
What Users See
When a blocked write/delete is attempted, users receive a clear policy message. This avoids silent failures and reduces support confusion.
What Managers See
Managers can review Event Logs to understand who attempted what action, on which record, and which policy triggered the block.
Screenshots
Configuration screen, blocked notice, and event log visibility.
FAQ
Can managers still edit locked records?
Yes, only if they belong to configured bypass groups.
Can we allow partial edits while locked?
Yes, using allowed editable fields defined in each lock rule.
Does this addon send data outside Odoo?
No external data transmission is included.
Why Teams Buy This
Compatibility and Support
Supported per release branch for Odoo 18 and Odoo 19. For setup assistance or implementation support, contact support@bynify.com.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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