[18.0][FIX] mis_builder: fix multi-company account display

[dnplkndll]

Summary

Fixes multi-company MIS report issues in Odoo 18:

1. company_id → company_ids: account.account.company_id was replaced by company_ids (Many2many) in Odoo 18. _get_account_name crashed on multi-company reports.

2. False account codes: account.code is now company-dependent (stored in code_store jsonb). When viewing a report from a different company context, codes displayed as "False". Fix uses with_company() to read codes from the account's owning company.

3. query_companies threading: Passes company context through KpiMatrix and prepare_kpi_matrix() for proper multi-company resolution.

Screenshots

Multi-Company Report — Account Codes with Company Labels

Report pulls data from both companies — account codes show correctly with company name in brackets. Total of $37,000 consolidates Branch Office ($22,000) + YourCompany ($15,000):

Report Configuration

Comparison Mode enabled, Year to Date period with actuals from Journal Items:

Single Company Reference (Demo Data)

Standard single-company view for reference — Demo Expenses report with budget columns:

Files changed

• mis_builder/models/kpimatrix.py — accept query_companies in KpiMatrix
• mis_builder/models/mis_report.py — thread query_companies through prepare_kpi_matrix()
• mis_builder/models/mis_report_instance.py — use with_company() for account name resolution
• mis_builder/tests/test_mis_report_instance.py — multi-company test cases

Notes

• Migration fix separated into its own PR as requested: [18.0][FIX] mis_builder: recompute source_aml_model_id after migration ledoent/mis-builder#3
• Pre-commit: all checks pass
• Tests: pass on both Odoo and OCB

Closes #779

[OCA-git-bot]

Hi @sbidoul,
some modules you are maintaining are being modified, check this out!

[sbidoul]

Thanks, sounds interesting!

Can you do a separate PR for the migration issue, and remove the .github/workflows part?

I still need to find time to compare the various approaches to the multicompany issue.

[dnplkndll]

Hi @sbidoul — cleaned this up per your 2026-03-27 review:

• Scope narrowed: PR is now just the runtime fix (kpimatrix.py, mis_report.py, mis_report_instance.py, tests). Dropped the auto-regenerated README/index.html drift and an unrelated .gitignore line.
• Title fixed: dropped the misleading "+ migration" — this PR doesn't touch migrations.
• Demo data split out: the multi-company demo XML + _post_demo_moves helper moved to a separate PR — coming next.

Re. "the .github/workflows part" — I went back through the branch history and don't see any .github/workflows changes vs upstream 18.0. Possible the screenshot URLs (which point to gs://ledo-pr-assets/odoo-qa/..., our internal QA bucket — nothing to do with GitHub Actions) confused things? Happy to scrub the PR body if that helps.

Forward-port for 19.0 ready in ledoent/mis-builder:19.0-mig-mis_builder on top of @Qlasta's #752 — exercised on a migrated copy of our prod DB with multi-company reports rendering cleanly. Will open that as a successor PR once this one lands.

Validated by running the migrated DB end-to-end on prod data; happy to share traces if useful.