Skip to content

Commit 1d780b5

Browse files
committed
[18.0][ADD] mis_builder: add multi-company demo data
Adds demo data that creates a second company with expense accounts, journal entries, and a multi-company MIS report instance. Only loaded with demo data enabled.
1 parent 0bb74cc commit 1d780b5

2 files changed

Lines changed: 154 additions & 0 deletions

File tree

mis_builder/__manifest__.py

Lines changed: 3 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -28,6 +28,9 @@
2828
"report/mis_report_instance_qweb.xml",
2929
"report/mis_report_instance_xlsx.xml",
3030
],
31+
"demo": [
32+
"demo/mis_multicompany_demo.xml",
33+
],
3134
"assets": {
3235
"web.assets_backend": [
3336
"mis_builder/static/src/components/mis_report_widget.esm.js",
Lines changed: 151 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,151 @@
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>

0 commit comments

Comments
 (0)