Bank account tier validation

Description and User Manual

Description

This module extends partner bank accounts (res.partner.bank) to support a multi-level approval flow via tier validation. Creating or editing bank accounts can be subjected to one or more review levels before changes become effective.

Dependencies

This module depends on base_tier_validation (OCA/server-ux). See https://github.com/OCA/server-ux.

Additional features

  • Use the Needs my Review filter to list bank accounts awaiting your review.
  • Users with the right to confirm bank accounts (validate all tiers) can do it directly without requesting a validation first.
  • Parallel validations: counters and filters show records for all eligible reviewers until the first decision; the Next: banner is hidden to avoid misleading sequence hints.