Tier Validation Workflows

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Tier Validation Workflows
Lois Rilo Antelo

Index
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1. Introduction - The need
2. Answer in Odoo at the time
3. Tier Validation
4. Demo
5. Closing

Introduction
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● In every organization, as they grow, it
becomes a need to design and use flow to
approve operations or steps in processes.
● At lots of companies operations like
purchases, pickings, expenses… require a
review or to be supervised to be able to
ensure quality before moving forward in the
business process.
The need
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● The validation workflow that fits an
organization might not work for another
one.
● If some key operations are not supervised
you could lose the control over the
company direction or not reach the goals.
● Not all operations have the same relevance
or impact.
● As we go up in the organization chart,
people often lacks time for day-to-day
tasks.
Problems or difficulties
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The balance
● We need to balance the complexity of the
validation workflow with the benefits we can
potentially obtain.
● Some factors to consider:
○ Delegate and distribute workload.
○ Keep an agile process that does not hurt
productivity.
○ Be able to control operations that are
performed in the company.
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Odoo Answer
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Purchase Order Approval
● Odoo feature.
● For the predefined security
group “Purchase /
Manager”.
● Only one threshold.
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Purchase Order Approval
● At the app store we can find some applications that add a second
threshold.
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Overview of Tier Validations
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Overview
● Generic mechanism to add validation workflows in Odoo.
● Features:
○ Extensible and applicable to any document or model.
○ Easily customizable.
○ Flexible and agile.
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Stock Request integration.
stock_request_tier_validation
Purchase Request integration.
purchase_request_tier_validation
Purchases integration.
purchase_tier_validation
base_tier_validation

Tier Validation
● This model (tier.validation) encapsulates all the needed logic.
● Which document needs to be validated? When does it need to be
validated?
● Minimum or null development.
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Tier Definitions
● Who need to review it?, Why should it be reviewed?
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Demo
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A community development
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A community development
● Initial development and roadmap definition started in 2017
○ version 9
● Migration to versions 10 and 11. Huge improvement of quality
(coverage > 90%).
● Extended to new models - Héctor Villarreal
● Initial migration to version 12 - Naglis Jonaitis
● Roadmap suggestions done and even more... (systray
integration, notifications) - Enric Tobella y Adrià Gil.
● Security improvements as per colleagues reviews - Pedro M.
Baeza y Jairo Llopis
○ Implementado por Adrià Gil y Enric Tobella.
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Useful links
● Available for versions 9, 10, 11 y 12.
○ https://github.com/OCA/server-ux/tree/11.0/base_tier_validation
○ https://github.com/OCA/server-tools/tree/10.0/base_tier_validation
● Integrations:
○ Purchases:
https://github.com/OCA/purchase-workflow/tree/12.0/purchase_tier_validation
○ Purchase Requests:
https://github.com/OCA/purchase-workflow/tree/12.0/purchase_request_tier_validation
○ Stock Requests:
https://github.com/OCA/stock-logistics-warehouse/tree/12.0/stock_request_tier_validation
● Search “tier validation” in the app store: https://apps.odoo.com
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Tier Validation Workflows
Lois Rilo Antelo
Contact:
email: lois.rilo@eficent.com
twitter: @lreficent_erp

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