DocRevision — Document Revision Tracking for Dolibarr

DocRevision — Revision tracking built into Dolibarr’s native document workflow

Revise proposals, invoices, and orders in Dolibarr while keeping a complete, linked revision history — no duplicate totals, no broken audit trail.

What problem does this module solve?

Every time you revise a document in Dolibarr, the standard workflow creates an unrelated new number. The old version stays active, polluting financial totals with double-counted amounts, and there is no visible link between the original and the revision. DocRevision replaces this broken workflow with a proper revision chain.

How it works

Click Create Revision on any proposal, invoice, sales order, or purchase order. DocRevision clones the document, assigns it a revision suffix (R1, R2, R3...), marks the previous version as Superseded, and excludes it from all financial totals. The full chain stays linked and auditable.

Supported document types

• Commercial proposals / quotations
• Customer invoices
• Sales orders
• Purchase orders

Key features

Configurable revision notation

Use R1/R2, V1/V2, or any custom prefix and starting index. Set once in the setup page, applies across all document types.

Correct reference in validation dialogue

Activate the DocRevision numbering model per document type and the revision reference (e.g. INV-2026-0042-R1) appears correctly in Dolibarr’s own validation confirmation dialogue.

Superseded status badge

A dark red Superseded badge replaces the native status badge on superseded documents. The document is also set to a closed native status (Not Signed for proposals, Abandoned for invoices, Canceled for orders) so it behaves correctly across the entire system.

Financial total exclusion

Superseded documents are excluded from list totals automatically. The Remarks column shows a Superseded badge on each row with an Active/Superseded filter for quick identification.

Revision History page

Every document in a revision chain has a Revision History tab showing the complete chain with references, dates, statuses, and revision reasons.

Mandatory revision reason

Users must select a reason from 6 predefined options (Customer dispute, Remeasurement, Scope change, Error correction, and more) or enter a validated free-text Other reason. Stored in the audit log.

Full audit log

Every revision event is logged with the base reference, revision number, reason, user, and timestamp.

Warning banner

Opening a superseded document shows a banner with the superseded date and a direct link to the current active revision.

Per-document-type control

Enable or disable revision tracking independently for each document type in the setup page.

Compatibility

• Dolibarr: v18.0 to v22.x
• PHP: 7.4 to 8.3
• Languages: EN / FR
• No core file modifications — all integration via hooks and custom numbering models