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| 1 | +<?xml version="1.0" encoding="utf-8" ?> |
| 2 | +<!-- Demo data for multi-company MIS reports. --> |
| 3 | +<odoo noupdate="1"> |
| 4 | + <!-- Second company --> |
| 5 | + <record id="company_branch" model="res.company"> |
| 6 | + <field name="name">Branch Office</field> |
| 7 | + </record> |
| 8 | + |
| 9 | + <!-- Grant admin access to both companies --> |
| 10 | + <record id="base.user_admin" model="res.users"> |
| 11 | + <field name="company_ids" eval="[(4, ref('company_branch'))]" /> |
| 12 | + </record> |
| 13 | + |
| 14 | + <!-- Expense account for Branch Office --> |
| 15 | + <record id="account_expense_branch" model="account.account"> |
| 16 | + <field name="code">600000</field> |
| 17 | + <field name="name">Expenses</field> |
| 18 | + <field name="account_type">expense</field> |
| 19 | + <field name="company_ids" eval="[(6, 0, [ref('company_branch')])]" /> |
| 20 | + </record> |
| 21 | + |
| 22 | + <!-- Equipment account for Branch Office --> |
| 23 | + <record id="account_equipment_branch" model="account.account"> |
| 24 | + <field name="code">611000</field> |
| 25 | + <field name="name">Purchase of Equipments</field> |
| 26 | + <field name="account_type">expense</field> |
| 27 | + <field name="company_ids" eval="[(6, 0, [ref('company_branch')])]" /> |
| 28 | + </record> |
| 29 | + |
| 30 | + <!-- Bank account for Branch Office --> |
| 31 | + <record id="account_bank_branch" model="account.account"> |
| 32 | + <field name="code">101401</field> |
| 33 | + <field name="name">Bank</field> |
| 34 | + <field name="account_type">asset_current</field> |
| 35 | + <field name="company_ids" eval="[(6, 0, [ref('company_branch')])]" /> |
| 36 | + </record> |
| 37 | + |
| 38 | + <!-- Journal for Branch Office --> |
| 39 | + <record id="journal_misc_branch" model="account.journal"> |
| 40 | + <field name="name">Miscellaneous</field> |
| 41 | + <field name="type">general</field> |
| 42 | + <field name="code">MISC</field> |
| 43 | + <field name="company_id" ref="company_branch" /> |
| 44 | + </record> |
| 45 | + |
| 46 | + <!-- Journal entry: Branch Office consulting fees --> |
| 47 | + <record id="move_branch_consulting" model="account.move"> |
| 48 | + <field name="company_id" ref="company_branch" /> |
| 49 | + <field name="journal_id" ref="journal_misc_branch" /> |
| 50 | + <field name="date">2026-03-10</field> |
| 51 | + <field |
| 52 | + name="line_ids" |
| 53 | + eval="[ |
| 54 | + (0, 0, {'account_id': ref('account_expense_branch'), 'debit': 22000, 'name': 'Branch Consulting Fees'}), |
| 55 | + (0, 0, {'account_id': ref('account_bank_branch'), 'credit': 22000, 'name': 'Branch Consulting Fees'}), |
| 56 | + ]" |
| 57 | + /> |
| 58 | + </record> |
| 59 | + |
| 60 | + <!-- Journal entry: Branch Office furniture --> |
| 61 | + <record id="move_branch_furniture" model="account.move"> |
| 62 | + <field name="company_id" ref="company_branch" /> |
| 63 | + <field name="journal_id" ref="journal_misc_branch" /> |
| 64 | + <field name="date">2026-02-20</field> |
| 65 | + <field |
| 66 | + name="line_ids" |
| 67 | + eval="[ |
| 68 | + (0, 0, {'account_id': ref('account_equipment_branch'), 'debit': 5200, 'name': 'Branch Office Furniture'}), |
| 69 | + (0, 0, {'account_id': ref('account_bank_branch'), 'credit': 5200, 'name': 'Branch Office Furniture'}), |
| 70 | + ]" |
| 71 | + /> |
| 72 | + </record> |
| 73 | + |
| 74 | + <!-- Post the journal entries so they appear in reports --> |
| 75 | + <function |
| 76 | + model="account.move" |
| 77 | + name="action_post" |
| 78 | + eval="[ref('move_branch_consulting'), ref('move_branch_furniture')]" |
| 79 | + /> |
| 80 | + |
| 81 | + <!-- MIS report template with auto-expanded expense accounts --> |
| 82 | + <record id="report_mc_expenses" model="mis.report"> |
| 83 | + <field name="name">Multi-Company Expenses</field> |
| 84 | + </record> |
| 85 | + |
| 86 | + <record id="report_mc_expenses_kpi_exp" model="mis.report.kpi"> |
| 87 | + <field name="report_id" ref="report_mc_expenses" /> |
| 88 | + <field name="name">exp</field> |
| 89 | + <field name="description">Expenses</field> |
| 90 | + <field name="auto_expand_accounts">True</field> |
| 91 | + <field name="sequence">10</field> |
| 92 | + </record> |
| 93 | + |
| 94 | + <record id="report_mc_expenses_kpi_exp_expr" model="mis.report.kpi.expression"> |
| 95 | + <field name="kpi_id" ref="report_mc_expenses_kpi_exp" /> |
| 96 | + <field name="name">balp[600%]</field> |
| 97 | + </record> |
| 98 | + |
| 99 | + <record id="report_mc_expenses_kpi_equip" model="mis.report.kpi"> |
| 100 | + <field name="report_id" ref="report_mc_expenses" /> |
| 101 | + <field name="name">equip</field> |
| 102 | + <field name="description">Equipment</field> |
| 103 | + <field name="auto_expand_accounts">True</field> |
| 104 | + <field name="sequence">20</field> |
| 105 | + </record> |
| 106 | + |
| 107 | + <record id="report_mc_expenses_kpi_equip_expr" model="mis.report.kpi.expression"> |
| 108 | + <field name="kpi_id" ref="report_mc_expenses_kpi_equip" /> |
| 109 | + <field name="name">balp[611%]</field> |
| 110 | + </record> |
| 111 | + |
| 112 | + <record id="report_mc_expenses_kpi_total" model="mis.report.kpi"> |
| 113 | + <field name="report_id" ref="report_mc_expenses" /> |
| 114 | + <field name="name">total</field> |
| 115 | + <field name="description">Total</field> |
| 116 | + <field name="sequence">100</field> |
| 117 | + <field name="style_expression">AccountingTotal</field> |
| 118 | + </record> |
| 119 | + |
| 120 | + <record id="report_mc_expenses_kpi_total_expr" model="mis.report.kpi.expression"> |
| 121 | + <field name="kpi_id" ref="report_mc_expenses_kpi_total" /> |
| 122 | + <field name="name">exp + equip</field> |
| 123 | + </record> |
| 124 | + |
| 125 | + <!-- Multi-company report instance --> |
| 126 | + <record id="instance_mc_expenses" model="mis.report.instance"> |
| 127 | + <field name="name">Multi-Company Expenses Report</field> |
| 128 | + <field name="report_id" ref="report_mc_expenses" /> |
| 129 | + <field name="multi_company">True</field> |
| 130 | + <field name="comparison_mode">True</field> |
| 131 | + <field |
| 132 | + name="company_ids" |
| 133 | + eval="[ |
| 134 | + (4, ref('base.main_company')), |
| 135 | + (4, ref('company_branch')), |
| 136 | + ]" |
| 137 | + /> |
| 138 | + </record> |
| 139 | + |
| 140 | + <!-- Period: Year to Date --> |
| 141 | + <record id="instance_mc_expenses_period" model="mis.report.instance.period"> |
| 142 | + <field name="report_instance_id" ref="instance_mc_expenses" /> |
| 143 | + <field name="name">Year to Date</field> |
| 144 | + <field name="mode">relative</field> |
| 145 | + <field name="source">actuals</field> |
| 146 | + <field name="type">y</field> |
| 147 | + <field name="offset">0</field> |
| 148 | + <field name="duration">1</field> |
| 149 | + <field name="sequence">10</field> |
| 150 | + </record> |
| 151 | +</odoo> |
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