Analytic Parent Account

$ 50.00

v 19.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Discuss (mail)
Lines of code	183
Technical Name	`analytic_parent_account`
License	OPL-1
Website	https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Versions	18.0 19.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Discuss (mail)
Lines of code	183
Technical Name	`analytic_parent_account`
License	OPL-1
Website	https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Versions	18.0 19.0

Description
License

Analytic Parent Account

Build hierarchical analytic account trees, customize display names with Python, and view consolidated cost & revenue across all child accounts - from a single parent.

Problem: Flat Analytic Accounts With No Hierarchy or Custom Names

In standard Odoo, analytic accounts exist in a flat list with no true operational parent-child hierarchy. Odoo introduced Analytic Account Groups for reporting hierarchy, but groups cannot record transactions - they are display-only. Additionally, the display name of any analytic account cannot be customized, making it hard to identify accounts in complex setups.

No operational parent analytic account - groups cannot post transactions
Display names are fixed - no customization or formatting possible
Viewing all cost/revenue under a department or project requires manual filtering
Analytic distribution dropdowns show raw names with no context or hierarchy
Cannot search analytic accounts by a custom or computed display name
No visual indicator of how many sub-accounts exist under a parent

Solution: Operational Hierarchy + Python Display Names + Consolidated Reporting

This module adds a Parent Analytic Account field to every analytic account, enabling a true operational parent-child hierarchy where both parent and child accounts can record transactions. The parent automatically shows a consolidated cost/revenue view that includes its own lines plus all children's lines. A Python code engine in Settings ->Analytics lets you define any display name format - and Odoo's analytic distribution dropdown and list views search by your custom display name instantly.

Key Features

Parent Analytic Account Field: Assign any analytic account as a parent - both parent and child can still post transactions
Child Accounts Smart Button: Parent form shows a stat button with the count of direct children - click to open the filtered list
Auto Display Name: When a parent is set, display name automatically formats as Child / Parent - no manual entry needed
Python Code Engine: Enable custom Python in Settings ->Analytics to define any display name formula using account fields
Consolidated Cost / Revenue: Parent account aggregates its own analytic lines plus all descendants - full rollup in one view
Search by Display Name: The custom display name is stored and indexed - searchable in list view and analytic distribution pickers
List View Column: Optional Display Name column in the analytic accounts list for quick comparison
Self-Reference Guard: Validation error prevents setting an account as its own parent - no circular loops
Live Recompute: Changing Python code in Settings immediately recomputes all analytic display names system-wide

Display Name Modes

Default (Parent Set)

                    Child Name / Parent Name
                

Example: Account = "Social Ads", Parent = "Marketing"
->Display: "Social Ads / Marketing"

No Parent

                    account.name
                

Example: Account = "Marketing"
->Display: "Marketing"

Python Mode

                    result = '[' + analytic.code + '] ' + analytic.name
                

Example: Code = "MKT", Name = "Marketing"
->Display: "[MKT] Marketing"

Python Code Examples - Set in Settings ->Analytics

Goal	Python Code	Result
Add suffix to all accounts	result = analytic.name + " DVH"	Marketing DVH
Prefix with code if available	result = '['+analytic.code+'] '+analytic.name if analytic.code else analytic.name	[MKT] Marketing
Show parent/child path	result = analytic.name+' / '+analytic.parent_id.name if analytic.parent_id else analytic.name	Social Ads / Marketing
Show partner name	result = analytic.name+' ('+analytic.partner_id.name+')' if analytic.partner_id else analytic.name	Project Alpha (Acme Corp)

How It Works - Step by Step

(Optional) Configure Python Display Name - Settings ->Analytics

Go to Settings ->Analytics, tick Analytic Distribution Python Code, and write your Python formula. Set result to the desired display string using analytic.name, analytic.code, analytic.parent_id.name, or analytic.partner_id.name. Save - all accounts recompute instantly.

Create a Parent Analytic Account

Go to Accounting ->Configuration ->Analytic Accounts and create an account that will serve as the parent (e.g. Marketing Department). Leave the Analytic Parent field empty - this is a top-level account. Save.

Create Child Analytic Accounts and Assign Parent

Create child accounts (e.g. Social Ads, Email Marketing) and set the Analytic Parent field to Marketing Department. The Display Name field auto-fills as Social Ads / Marketing Department. Both parent and children can record transactions independently.

Use Custom Display Names in Analytic Distribution

Open any Sales Order, Purchase Order, Invoice, or Journal Entry and click the Analytic Distribution field. Type part of the custom display name (e.g. "Social") - the dropdown searches by your computed display name, not just the raw account name. Select the matching account and confirm.

View Consolidated Cost / Revenue on the Parent Account

Open the parent analytic account (Marketing Department). The cost and revenue figures include its own analytic lines plus all children's lines - one consolidated view for the entire department. The Children stat button shows the count of direct sub-accounts; click to navigate to them.

Module Cycle - Screenshots

Step 1 - Enable Python Code in Settings ->Analytics

Tick Analytic Distribution Python Code and write your formula. The code editor supports all analytic account fields and uses Odoo's safe_eval engine.

Settings Analytics - Python Code toggle and editor for analytic display name

Step 2 - Analytic Accounts List with Display Name Column

The list view shows the optional Display Name column alongside the account name. Accounts with parents show the formatted Child / Parent breadcrumb automatically.

Analytic Accounts list view with Display Name and Parent columns

Step 3 - Analytic Account Form: Parent Field and Display Name

The form view now has an Analytic Parent field and a read-only Display Name field that updates automatically based on the parent and Python settings.

Analytic Account form view with Analytic Parent field and Display Name

Step 4 - Search by Custom Display Name in Analytic Distribution

When selecting an analytic account in order lines or journal entries, the dropdown searches by your custom display name - including Python-computed names and parent/child paths.

Analytic distribution picker searching by custom display name

Step 5 - Children Smart Button on Parent Account

The parent account form shows a Children stat button with the count of direct sub-accounts. Click it to open the filtered list of all child analytic accounts.

Parent analytic account form with Children smart button showing sub-account count

Step 6 - Consolidated Cost / Revenue on Parent Account

The parent account's cost and revenue figures roll up all children's analytic lines automatically. One view for the total department or project cost/revenue - no manual aggregation required.

Parent analytic account showing consolidated cost and revenue including all child accounts

Use Cases

Department Cost Tracking

Create Marketing as parent with children Social Ads, Email, Events. View total marketing spend from the parent - drill down to each channel.

Project Sub-Task Analytics

Model a project with phases - Project Alpha as parent, Design, Dev, QA as children. See total project cost consolidated from all phases.

Geographic Region Hierarchy

Organize by region: MENA ->Gulf ->UAE, KSA. Revenue rolls up from country accounts to the regional parent automatically.

Product Category Costing

Track costs per product category with a parent like Electronics and children per SKU line - useful for product margin analysis across a multi-SKU portfolio.

Multi-Team Budget Control

Each team (Sales, Operations, Finance) has its own analytic account under a Headquarters parent - one dashboard shows company-wide cost in real time.

Branded Display Names

Use Python code to append a company suffix (Project Alpha - DVH) or prefix with the account code ([MKT] Marketing) for consistent naming across all users.

Installation & Configuration

Prerequisites: Requires standard Odoo modules analytic and account - available on both Community and Enterprise
Install: Copy the module to your addons path, then install via Apps ->Update App List ->Search "Analytic Parent Account"
(Optional) Enable Python Code: Go to Settings ->Analytics and tick Analytic Distribution Python Code - write your formula and save
Create Parent Accounts: Go to Accounting ->Configuration ->Analytic Accounts and create top-level parent accounts (no parent set)
Create Child Accounts: Create child accounts and set the Analytic Parent field - display names auto-update immediately
Test: Create a Sale Order or Journal Entry ->open the Analytic Distribution picker ->type part of the display name ->confirm it appears correctly

Demo Data: The module ships with demo analytic accounts showing a department hierarchy (Marketing ->Social Ads, Email Marketing) and a project hierarchy (Project Alpha ->Design, Development, QA) - activate demo mode to explore.

Business Benefits

Clear Financial Hierarchy

Structure departments, projects, regions, and cost centers in a logical tree that mirrors your organization - no workarounds or manual aggregation needed.

Custom Names for Clarity

Python-powered display names let you format account identifiers consistently across the entire company - reducing errors when selecting accounts in analytic distribution.

Instant Consolidated Reporting

Open any parent account and see the total cost and revenue from all children - no pivot tables, no manual totals, no waiting for an export.

Faster Account Selection

Searching by display name in analytic distribution means users can type a meaningful keyword - not an arbitrary code - and find the right account immediately.

Need Help or Have a Feature Request?

Contact Support

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