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[18.0][ADD] mis_builder: add multi-company demo data #788

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[18.0][ADD] mis_builder: add multi-company demo data #788

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3 changes: 3 additions & 0 deletions mis_builder/__manifest__.py
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Original file line number Diff line number Diff line change
Expand Up @@ -28,6 +28,9 @@
"report/mis_report_instance_qweb.xml",
"report/mis_report_instance_xlsx.xml",
],
"demo": [
"demo/mis_multicompany_demo.xml",
],
"assets": {
"web.assets_backend": [
"mis_builder/static/src/components/mis_report_widget.esm.js",
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147 changes: 147 additions & 0 deletions mis_builder/demo/mis_multicompany_demo.xml
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Original file line number Diff line number Diff line change
@@ -0,0 +1,147 @@
<?xml version="1.0" encoding="utf-8" ?>
<!-- Demo data for multi-company MIS reports. -->
<odoo noupdate="1">
<!-- Second company -->
<record id="company_branch" model="res.company">
<field name="name">Branch Office</field>
</record>

<!-- Grant admin access to both companies -->
<record id="base.user_admin" model="res.users">
<field name="company_ids" eval="[(4, ref('company_branch'))]" />
</record>

<!-- Expense account for Branch Office -->
<record id="account_expense_branch" model="account.account">
<field name="code">600000</field>
<field name="name">Expenses</field>
<field name="account_type">expense</field>
<field name="company_ids" eval="[(6, 0, [ref('company_branch')])]" />
</record>

<!-- Equipment account for Branch Office -->
<record id="account_equipment_branch" model="account.account">
<field name="code">611000</field>
<field name="name">Purchase of Equipments</field>
<field name="account_type">expense</field>
<field name="company_ids" eval="[(6, 0, [ref('company_branch')])]" />
</record>

<!-- Bank account for Branch Office -->
<record id="account_bank_branch" model="account.account">
<field name="code">101401</field>
<field name="name">Bank</field>
<field name="account_type">asset_current</field>
<field name="company_ids" eval="[(6, 0, [ref('company_branch')])]" />
</record>

<!-- Journal for Branch Office -->
<record id="journal_misc_branch" model="account.journal">
<field name="name">Miscellaneous</field>
<field name="type">general</field>
<field name="code">MISC</field>
<field name="company_id" ref="company_branch" />
</record>

<!-- Journal entry: Branch Office consulting fees -->
<record id="move_branch_consulting" model="account.move">
<field name="company_id" ref="company_branch" />
<field name="journal_id" ref="journal_misc_branch" />
<field name="date">2026-03-10</field>
<field
name="line_ids"
eval="[
(0, 0, {'account_id': ref('account_expense_branch'), 'debit': 22000, 'name': 'Branch Consulting Fees'}),
(0, 0, {'account_id': ref('account_bank_branch'), 'credit': 22000, 'name': 'Branch Consulting Fees'}),
]"
/>
</record>

<!-- Journal entry: Branch Office furniture -->
<record id="move_branch_furniture" model="account.move">
<field name="company_id" ref="company_branch" />
<field name="journal_id" ref="journal_misc_branch" />
<field name="date">2026-02-20</field>
<field
name="line_ids"
eval="[
(0, 0, {'account_id': ref('account_equipment_branch'), 'debit': 5200, 'name': 'Branch Office Furniture'}),
(0, 0, {'account_id': ref('account_bank_branch'), 'credit': 5200, 'name': 'Branch Office Furniture'}),
]"
/>
</record>

<!-- MIS report template with auto-expanded expense accounts -->
<record id="report_mc_expenses" model="mis.report">
<field name="name">Multi-Company Expenses</field>
</record>

<record id="report_mc_expenses_kpi_exp" model="mis.report.kpi">
<field name="report_id" ref="report_mc_expenses" />
<field name="name">exp</field>
<field name="description">Expenses</field>
<field name="auto_expand_accounts">True</field>
<field name="sequence">10</field>
</record>

<record id="report_mc_expenses_kpi_exp_expr" model="mis.report.kpi.expression">
<field name="kpi_id" ref="report_mc_expenses_kpi_exp" />
<field name="name">balp[600%]</field>
</record>

<record id="report_mc_expenses_kpi_equip" model="mis.report.kpi">
<field name="report_id" ref="report_mc_expenses" />
<field name="name">equip</field>
<field name="description">Equipment</field>
<field name="auto_expand_accounts">True</field>
<field name="sequence">20</field>
</record>

<record id="report_mc_expenses_kpi_equip_expr" model="mis.report.kpi.expression">
<field name="kpi_id" ref="report_mc_expenses_kpi_equip" />
<field name="name">balp[611%]</field>
</record>

<record id="report_mc_expenses_kpi_total" model="mis.report.kpi">
<field name="report_id" ref="report_mc_expenses" />
<field name="name">total</field>
<field name="description">Total</field>
<field name="sequence">100</field>
<field name="style_expression">AccountingTotal</field>
</record>

<record id="report_mc_expenses_kpi_total_expr" model="mis.report.kpi.expression">
<field name="kpi_id" ref="report_mc_expenses_kpi_total" />
<field name="name">exp + equip</field>
</record>

<!-- Multi-company report instance -->
<record id="instance_mc_expenses" model="mis.report.instance">
<field name="name">Multi-Company Expenses Report</field>
<field name="report_id" ref="report_mc_expenses" />
<field name="multi_company">True</field>
<field name="comparison_mode">True</field>
<field
name="company_ids"
eval="[
(4, ref('base.main_company')),
(4, ref('company_branch')),
]"
/>
</record>

<!-- Period: Year to Date -->
<record id="instance_mc_expenses_period" model="mis.report.instance.period">
<field name="report_instance_id" ref="instance_mc_expenses" />
<field name="name">Year to Date</field>
<field name="mode">relative</field>
<field name="source">actuals</field>
<field name="type">y</field>
<field name="offset">0</field>
<field name="duration">1</field>
<field name="sequence">10</field>
</record>

<!-- Post the demo journal entries so they appear in reports -->
<function model="mis.report.instance" name="_post_demo_moves" />
</odoo>
15 changes: 15 additions & 0 deletions mis_builder/models/mis_report_instance.py
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Original file line number Diff line number Diff line change
Expand Up @@ -1029,3 +1029,18 @@ def _compute_user_can_edit_annotation(self):
self.user_can_edit_annotation = self.env.user.has_group(
"mis_builder.group_edit_annotation"
)

@api.model
def _post_demo_moves(self):
"""Post demo journal entries for the multi-company demo report."""
xmlids = [
"mis_builder.move_branch_consulting",
"mis_builder.move_branch_furniture",
]
for xmlid in xmlids:
move = self.env.ref(xmlid, raise_if_not_found=False)
if move and move.state == "draft":
try:
move.action_post()
except Exception:
_logger.debug("Could not post demo move %s", xmlid)
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