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Mis Builder Budget Tier Validation

mis_builder_budget_tier_validation folder_open OCA/mis-builder-contrib open_in_new
Uncategorised License: AGPL-3

This module extends the functionality of Mis Budgets to support a tier validation process.

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Adds an approval workflow to MIS Budgets: budgets can be sent for validation, reviewed by designated approvers, and only then confirmed. Approvers can validate or reject directly from the budget form.

This module brings a tier-based approval process to MIS Budgets. Instead of confirming a budget straight away, users can first request validation, and the budget stays pending until the people defined as reviewers approve it.

On the budget form you get new buttons: - "Request Validation" to start the approval process when the budget still needs validation. - "Restart Validation" to relaunch the process if reviews already exist. - "Validate" and "Reject" buttons shown to reviewers inside a warning banner.

Colour banners tell you the current situation: a warning banner when the budget needs validation, a green banner when it has been validated, and a red banner when it has been rejected. A review history widget is also displayed above the chatter.

In the budget search view, a "Need actions" group adds two filters: "Needs my Review" (budgets waiting for your approval) and "Validated" (budgets already approved and ready to be confirmed).

The approval rules themselves are configured through the standard tier definitions, and mis.budget is now available as a model that can be selected there. The module touches the mis.budget model and the tier.definition model.

Depends on

mis_builder_budgetbase_tier_validation
Models and fields (2)
  • mis.budget · new model
  • tier.definition · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 13.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 13.0

Confirmed on 2026-11-03 in branch 13.0 of OCA/mis-builder-contrib.

terminal Installation and usage

OCA documentation · Odoo 13.0

Installation

Source · Odoo 13.0

This module depends on base_tier_validation. You can find it at OCA/server-ux

Configuration

Source · Odoo 13.0

To configure this module, you need to:

  • Go to Settings > Technical > Tier Validations > Tier Definition.
  • Create as many tiers as you want for Mis Budget model.

Usage

Source · Odoo 13.0

To use this module, you need to:

  • Create a Mis Budget triggering at least one "Tier Definition".
  • Click on Request Validation button.
  • Under the tab Reviews have a look to pending reviews and their statuses.
  • Once all reviews are validated button to Confirm will be shown.

Additional features:

  • You can filter the Mis Budget requesting your review through the filter Needs my Review.
  • User with rights to confirm the Mis Budget (validate all tiers that would be generated) can directly do the operation, this is, there is no need for her/him to request a validation.
info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.