Adding two approvals before a Dolibarr mass mailing can be sent

Description and use

In Dolibarr, mass mailings now require two separate approvals—one for the message and one for the recipient list—to ensure that any changes to either component trigger re‑approval before sending.

Problem

Dolibarr mass mailings currently require only one approval stamp, combining message and recipient list validation, which can lead to sending mailings with unapproved content or recipient lists.

Outcome

Implementing dual approvals separates message and recipient list validation, ensuring that changes to either component require re‑approval before sending. This reduces risk of sending unintended content or incorrect recipient lists.

Workflow

• 1. User edits message subject/body or recipient list.
• 2. User clicks "Validate" on the message card; system writes date_valid and fk_user_valid. If date_appro already set, status becomes validated.
• 3. User clicks "Validate" on the recipient list; system writes date_appro and fk_user_appro. If date_valid already set, status becomes validated.
• 4. When both stamps exist, "Send" button appears and mailing can be sent.
• 5. If a mailing is already validated, a migration script copies date_valid/date_appro and fk_user_valid/fk_user_appro to keep it sendable.

Evidence

One stamp covers two different facts: the text is ready, and the list of people is ready. They are not the same fact.

Source

Validating the message alone leaves the mailing as a draft. Send stays hidden.

Source

For installations that already have validated mailings, the migration copies the old single stamp onto the recipient columns, so those mailings remain sendable.

Source