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  1. APPS
  2. Reporting
  3. Branch Filter for AFR — Financial Reports by Branch v 19.0
  4. Sales Conditions FAQ

Branch Filter for AFR — Financial Reports by Branch

by Alphasoft http://www.alphasoft.co.id
Odoo

$ 270.98

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies Show
• Branches Account
• Financial Reports — Complete Suite (P&L + BS + CF + SCE)
• Branches
Lines of code 11063
Technical Name aos_branch_financial_reports
LicenseOPL-1
Websitehttp://www.alphasoft.co.id
Versions 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies Show
• Branches Account
• Financial Reports — Complete Suite (P&L + BS + CF + SCE)
• Branches
Lines of code 11063
Technical Name aos_branch_financial_reports
LicenseOPL-1
Websitehttp://www.alphasoft.co.id
Versions 15.0 16.0 17.0 18.0 19.0
  • Description
  • License

Branch Filter for Financial Reports

Slice every financial report by branch — one click
P&L, Balance Sheet, Cash Flow, Equity, Trial Balance, General Ledger.

Jump to: Why · Features · Screens · How it works · Compatibility · FAQ · Pricing

6

Reports gain —
Branch filter pill

SQL

Real filtering —
not a client-side hide

5

Odoo versions —
15.0 → 19.0

€79

One-time —
perpetual license

OPL-1 Source code included
|
Odoo 15-19 Community / Enterprise compatible
|
BRIDGE Auto-installs with companions
|
1 BIZ DAY Email response
NEW IN v1.1
Multi-select Branch pill on all 6 AFR reports · Real SQL filtering via am.branch_id IN (…) · Auto-install bridge · Multi-company aware

Why finance teams love it

Built by finance ops, for finance ops. We replaced the copy-paste-into-Excel branch reporting workflow with a single click in Odoo itself.

You already tag your journals with branches via aos_branch_account. But your Profit & Loss doesn't know about it — numbers stay aggregated across all outlets. This bridge module activates the Branch dimension everywhere: a multi-select Branch filter pill appears on P&L, Balance Sheet, Cash Flow, Equity, Trial Balance, and General Ledger.

What it adds

One pill, every report

A new "Branches" filter pill appears next to the Journals pill on P&L, BS, CF, Equity, TB and GL. Same UX you already know — zero training.

Numbers add up

Filtering happens at the SQL level on account_move.branch_id — totals are real, not a client-side hide. Print PDF / Excel matches the screen exactly.

Multi-select & clear

Pick one branch, pick ten — the report re-runs in milliseconds. "Clear All" button to reset in one click.

Zero configuration

Auto-installs the moment aos_branch_account is present. Nothing to enable, no menu to add, no field to map.

Multi-company aware

Branch list scopes to active companies. Pairs cleanly with AFR's existing multi-company aggregation pill.

Hook-based, no monkey-patch

Subscribes to AFR v7.2+ extension hooks (_extra_balance_filters, _extra_filter_options). Future-proof — survives AFR upgrades.

Branch filter in action

Live toolbar of P&L with the new Branch pill highlighted. Multi-select dropdown with all branches scoped to active companies.

P&L toolbar with Branches filter pill highlighted

Multi-select dropdown

Click the Branches pill → checklist appears. Tick the branches you want, hit Apply, report refreshes with SQL-true totals.

Branch filter dropdown with multi-select checkboxes

Filtered P&L — HQ + Bandung only

Tick "Head Office" and "Bandung" → the rest is filtered out. All amounts are SQL-true. PDF / XLSX export matches screen exactly.

Account / Line [HQ] Head Office [BDG] Bandung Total
REVENUE 12,400,000 8,200,000 20,600,000
Cost of Sales (5,800,000) (3,900,000) (9,700,000)
GROSS PROFIT 6,600,000 4,300,000 10,900,000
Operating Expense (3,100,000) (2,200,000) (5,300,000)
NET PROFIT 3,500,000 2,100,000 5,600,000

Mockup mirrors live render — same colors, same drill-down in your Odoo instance.

How it works

Three steps. No training. The Branches pill behaves exactly like the Journals pill your team already uses.

1

Open any AFR report

P&L, BS, CF, Equity, TB, GL — your existing menus, no new wizard.

2

Click the Branches pill

Tick the branches you want. Pick one, pick many, hit Apply.

3

Get filtered totals

On screen, in PDF, in Excel — same SQL-true numbers.

Under the hood — hook-based

No monkey-patch. A 2-file bridge module that piggy-backs on the extension hooks shipped with aos_financial_reports v7.2+.

Mixin pattern

class _BranchMixin(models.AbstractModel):
    _name = 'aos.branch.afr.mixin'

    branch_ids = fields.Many2many(
        'res.branch', string='Branches')

    def _extra_balance_filters(self):
        extras = super()._extra_balance_filters()
        if self.branch_ids:
            # NB: target account_move.branch_id (am.*)
            # aml.branch_id is non-stored related
            extras.append((
                "am.branch_id IN %s",
                (tuple(self.branch_ids.ids),),
            ))
        return extras

class PLReportBranchFilter(models.TransientModel):
    _name = 'account.pl.report.wizard'
    _inherit = ['account.pl.report.wizard',
                'aos.branch.afr.mixin']

Hooks consumed

  • _extra_balance_filters() — injects am.branch_id IN %s into balance SQL
  • _extra_default_filters() — adds branch_ids: [] to OWL state
  • _extra_filter_options() — returns branch list scoped to active companies
  • _extra_vals_from_filters() — maps OWL payload key to wizard M2M field

Wizards covered

account.pl.report.wizard · account.bs.report.wizard · account.cf.report.wizard · account.eq.report.wizard · account.tb.report.wizard · account.gl.report.wizard

Bridge module — needs two companions

  aos_financial_reports

The 8-report suite this module plugs into. Provides the OWL report viewer, the wizard models, and the extension hooks.

Required · sold separately

  aos_branch_account

Adds the branch_id dimension to account.move + related field on account.move.line.

Required · bundled / paid separately

Auto-install: Once both companions are installed, this bridge module activates itself. Nothing else to do.

Use cases

Multi-outlet retail

Each outlet is a branch. Slice the P&L per outlet to see which location is profitable — without exporting to Excel.

HQ + cabang consolidation

Need head-office-only or cabang-only Balance Sheet? One click on the Branches pill. PDF carries the same filter.

Per-branch audit

Audit one branch's General Ledger without manual export-import. Filter, print, hand to auditor — done.

Odoo compatibility

Each release ships with version-matched dependency pins. Install the matching tag for your Odoo version.

Odoo Version Module Version aos_financial_reports aos_branch_account Status
19.0 19.0.1.1.0 ≥ 19.0.7.x 19.0.1.0 Supported
18.0 18.0.1.1.0 ≥ 18.0.7.x 18.0.1.0 Supported
17.0 17.0.1.0.0 ≥ 17.0.7.x 17.0.1.0 Supported
16.0 16.0.1.0.0 ≥ 16.0.7.x 16.0.1.0 Supported
15.0 15.0.1.0.0 ≥ 15.0.7.x 15.0.1.0 (stripped) Supported

FAQ

Common questions answered.

Do I need to migrate existing data?

No. The bridge reads branch_id you already have on account.move (via aos_branch_account). No migration script runs at install.

Does it affect performance?

The filter adds a single equality clause to the existing balance SQL. On a 1M-line database the overhead is below 50 ms.

Can I filter by multiple branches at once?

Yes. The pill is multi-select. The SQL uses IN (…) so an arbitrary number of branches works.

Does printed PDF show the branch in the header?

The filter narrows the underlying data; the report template lists the selected branches in the meta section. Customise via QWeb if needed.

What about Departments?

Sister module aos_department_financial_reports does the same trick for HR departments. Both can be installed side-by-side.

License?

OPL-1 — source included, perpetual usage on the licensed deployments. Free updates within the major Odoo version.

Pricing

ONE-TIME LICENSE

Branch Filter for AFR

EUR 79

Full source code · OPL-1 · Free updates within major

  • ✓ Branch filter pill on 6 AFR reports
  • ✓ Real SQL filtering — not client-side
  • ✓ Multi-select with bulk clear
  • ✓ PDF / XLSX / CSV honour the filter
  • ✓ Auto-install bridge
  • ✓ Multi-company aware
  • ✓ Source code (OPL-1)

Requires aos_financial_reports + aos_branch_account (sold separately).

Installation — 2 minutes

  1. Make sure aos_financial_reports (v7.2+) and aos_branch_account are installed.
  2. Purchase & download this module from the Apps Store.
  3. Extract into your Odoo addons path.
  4. Open Apps → Update Apps List.
  5. Search Branch Filter for Financial Reports → click Install (or it auto-installs once both deps are present).
  6. Open any financial report → the Branches pill appears in the toolbar.

Zero configuration. No data migration. No restart needed for new branches.

BAHASA INDONESIA

Filter Laporan Keuangan Per Cabang

Sekali install, semua laporan AFR (Laba Rugi, Neraca, Arus Kas, Ekuitas, Trial Balance, General Ledger) langsung dapat pill Branches di toolbar filter.

  • ▸  Pilih 1 cabang atau banyak sekaligus, tanpa pindah menu.
  • ▸  Filter di-apply langsung di SQL — angka di layar persis sama dengan angka di Excel/PDF.
  • ▸  Auto-install begitu aos_branch_account terpasang. Tidak ada setup tambahan.
  • ▸  Cocok untuk multi-outlet, konsolidasi HQ + cabang, dan audit per cabang.
  • ▸  Mendukung Odoo 15 → 19 dengan dependency yang sudah disesuaikan per versi.

Support & About

Need help?

We respond within 1 business day.

  •   Email: info@alphasoft.co.id
  •   Website: www.alphasoft.co.id

About Alphasoft

Alphasoft is an Indonesian Odoo development house focused on accounting, ISP/telco operations, and Indonesian-tax compliance modules. We maintain the aos_financial_reports suite and its dimension bridges (analytic, department, branch, project).

License: OPL-1  |  Author: Alphasoft  |  Odoo: 15.0 → 19.0  |  Version: 19.0.1.3.0

Trademarks & logos: Odoo® is a trademark of Odoo S.A. Alphasoft is not affiliated with or endorsed by Odoo S.A.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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