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Multi-company > one default bank account

Dear Contributors,
 
We are a young distributed devops coop, part of Bar Kayma  - a nonprofit cooperative cultural fiscal hosting consortium from Jerusalem - and a fresh member of OCA, very looking forward to becoming a contributing party to the commons. 

Recently we started the project of implementing our fiscal hosting frameworks on self hosted  Odoo with the end-goal of developing  our vertical solution of fiscal sponsorship and self management for Non-Profit Projects for social economy peers (basically an Odoo-based OpenCollective.com equivalent) to be shared with the OCA. 

To our understanding using Multi-Company logic is the best fit for our purposes, including the need of inter-company billing, however as a fiscal host we must be able to set one default bank account (of the main/parent company) for all the children companies.

So with a lot of inspiration from OCA/Cooperative we started customising and extending Accounting to our needs and for V16 - but still can’t figure out how to make it work properly.

We tried to set it as a default attribute from inherited account.move model & form, & res.partner.bank, and also muted restriction in res.bank to allow different companies have the same bank account. This however doesn’t seem to work.

We also tried to set a default bank account value in payment mode, but we couldn’t make the parent's mode be accessible for daughter companies.

Are we using a wrong approach to the problem?  Or deprecated methods? Had someone already ported any relevant parts of the vertical cooperative  accounting to  v16?

We would appreciate any help, advice, suggestions, or working examples on how to add this feature without reinventing the wheel.

Thank you in advance,
Lena & Talia

Moshchot Coop
A DISTRIBUTED OPEN SOURCE COOPERATIVE



by "Moshchot Coop" <tali@moshchot.org> - 04:10 - 18 Jan 2023

1 attachments 1 attachments

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Follow-Ups

  • Re: Multi-company > one default bank account
    Thank you so much for your welcoming  feedback Holger and Sylvain:)

    Indeed the French CAE accounting example (shared Journals, account, taxes ) seems to be exactly what we need - and we can use all the help we can get to port it from v12 to v16 as quickly as possible, with the goal of proposing and maintaining it as a 16 vertical cooperative fiscal host branch to the OCA/cooperative.

    We have some funds (nonprofit scale though) to start spearheading the verticalization we need and we want to invest it in helping sylvain porting  the 4 base modules to start with, or in any simpler solution with same accounting functions:
    We already have 3 other nonprofit hosts in pipeline and we’re convinced that the need for such structure is growing exponentially everywhere, not only in our cultural and activism domains but in all sorts of open source communities. Many of the most groundbreaking OS projects from allover the world are forced to use opencollective and such, and the OCA seems to be the most logical environment to offer a decentralized and mutualized alternative to them.

    Thanks in advance for any feedback and/or pointers on how to achieve that as swiftly and sustainable as possible,
    Lena && Tali

    > To our understanding using Multi-Company logic is the best fit for our

> purposes, including the need of inter-company billing, however as a fiscal

> host we must be able to set one default bank account (of the main/parent

> company) for all the children companies.

note that multicompany separates entities to some degree, but as soon as you 
allow any user of the child companies access to the configuration, they can 
undo all of this. The same if you install modules that allow users to run 
code.


> We tried to set it as a default attribute from inherited account.move model

> & form, & res.partner.bank, and also muted restriction in res.bank to allow

> different companies have the same bank account. This however doesn’t seem

> to work.

links to code are much more helpful than verbal descriptions
 

> We also tried to set a default bank account value in payment mode, but we

> couldn’t make the parent's mode be accessible for daughter companies.

did you change
https://github.com/OCA/bank-payment/blob/16.0/account_payment_mode/security/
account_payment_mode.xml#L7
?


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com



    Moshchot Coop
    A DISTRIBUTED OPEN SOURCE COOPERATIVE



    by "Moshchot Coop" <tali@moshchot.org> - 11:10 - 20 Jan 2023

    3 attachments 3 attachments

    PastedGraphic-3.tiff
    signature.asc
    PastedGraphic-1.png
  • Fwd: ***SPAM*** Re: Multi-company > one default bank account
    Thank you so much for your welcoming  feedback Holger and Sylvain:)

    Indeed the French CAE accounting example (shared Journals, account, taxes ) seems to be exactly what we need - and we can use all the help we can get to port it from v12 to v16 as quickly as possible, with the goal of proposing and maintaining it as a 16 vertical cooperative fiscal host branch to the OCA/cooperative.

    We have some funds (nonprofit scale though) to start spearheading the verticalization we need and we want to invest it in helping sylvain porting  the 4 base modules to start with, or in any simpler solution with same accounting functions:
    We already have 3 other nonprofit hosts in pipeline and we’re convinced that the need for such structure is growing exponentially everywhere, not only in our cultural and activism domains but in all sorts of open source communities. Many of the most groundbreaking OS projects from allover the world are forced to use opencollective and such, and the OCA seems to be the most logical environment to offer a decentralized and mutualized alternative to them.

    Thanks in advance for any feedback and/or pointers on how to achieve that as swiftly and sustainable as possible,
    Lena && Tali

    > To our understanding using Multi-Company logic is the best fit for our

> purposes, including the need of inter-company billing, however as a fiscal

> host we must be able to set one default bank account (of the main/parent

> company) for all the children companies.

note that multicompany separates entities to some degree, but as soon as you 
allow any user of the child companies access to the configuration, they can 
undo all of this. The same if you install modules that allow users to run 
code.


> We tried to set it as a default attribute from inherited account.move model

> & form, & res.partner.bank, and also muted restriction in res.bank to allow

> different companies have the same bank account. This however doesn’t seem

> to work.

links to code are much more helpful than verbal descriptions
 

> We also tried to set a default bank account value in payment mode, but we

> couldn’t make the parent's mode be accessible for daughter companies.

did you change
https://github.com/OCA/bank-payment/blob/16.0/account_payment_mode/security/
account_payment_mode.xml#L7
?


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com



    Moshchot Coop
    A DISTRIBUTED OPEN SOURCE COOPERATIVE



    by "Moshchot Coop" <tali@moshchot.org> - 10:55 - 20 Jan 2023

    3 attachments 3 attachments

    PastedGraphic-3.tiff
    signature.asc
    PastedGraphic-1.png
  • Re: Multi-company > one default bank account


    Le 18/01/2023 à 16:12, Moshchot Coop a écrit :
    Dear Contributors,
     
    We are a young distributed devops coop, part of Bar Kayma  - a nonprofit cooperative cultural fiscal hosting consortium from Jerusalem - and a fresh member of OCA, very looking forward to becoming a contributing party to the commons. 

    Recently we started the project of implementing our fiscal hosting frameworks on self hosted  Odoo with the end-goal of developing  our vertical solution of fiscal sponsorship and self management for Non-Profit Projects for social economy peers (basically an Odoo-based OpenCollective.com equivalent) to be shared with the OCA. 

    To our understanding using Multi-Company logic is the best fit for our purposes, including the need of inter-company billing, however as a fiscal host we must be able to set one default bank account (of the main/parent company) for all the children companies.

    Hi. do you mean that your child companies share the same accounting configuration ? Journals, account, taxes ? If yes, I developped in my company (GRAP) a verticalization for that purpose. (the name is CAE in France) You can take a look here and send me a message if you think that it could be mutualized. https://github.com/grap/odoo-addons-cae

    Regards.

    So with a lot of inspiration from OCA/Cooperative we started customising and extending Accounting to our needs and for V16 - but still can’t figure out how to make it work properly.

    We tried to set it as a default attribute from inherited account.move model & form, & res.partner.bank, and also muted restriction in res.bank to allow different companies have the same bank account. This however doesn’t seem to work.

    We also tried to set a default bank account value in payment mode, but we couldn’t make the parent's mode be accessible for daughter companies.

    Are we using a wrong approach to the problem?  Or deprecated methods? Had someone already ported any relevant parts of the vertical cooperative  accounting to  v16?

    We would appreciate any help, advice, suggestions, or working examples on how to add this feature without reinventing the wheel.

    Thank you in advance,
    Lena & Talia

    Moshchot Coop
    A DISTRIBUTED OPEN SOURCE COOPERATIVE



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    -- 
Sylvain LE GAL
- GRAP, service informatique
- 3 Grande rue des Feuillants 69001 LYON, 09.72.32.33.17
- Astreinte : 06.81.85.61.43 // informatique@grap.coop
    by Sylvain LE GAL - 05:05 - 18 Jan 2023
  • Re: Multi-company > one default bank account 
    > To our understanding using Multi-Company logic is the best fit for our

> purposes, including the need of inter-company billing, however as a fiscal

> host we must be able to set one default bank account (of the main/parent

> company) for all the children companies.

note that multicompany separates entities to some degree, but as soon as you 
allow any user of the child companies access to the configuration, they can 
undo all of this. The same if you install modules that allow users to run 
code.


> We tried to set it as a default attribute from inherited account.move model

> & form, & res.partner.bank, and also muted restriction in res.bank to allow

> different companies have the same bank account. This however doesn’t seem

> to work.

links to code are much more helpful than verbal descriptions
 

> We also tried to set a default bank account value in payment mode, but we

> couldn’t make the parent's mode be accessible for daughter companies.

did you change
https://github.com/OCA/bank-payment/blob/16.0/account_payment_mode/security/
account_payment_mode.xml#L7
?


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com
    by Holger Brunn - 04:55 - 18 Jan 2023

    1 attachments 1 attachments

    signature.asc