Analytic distributions restriction per HR department
This module allows you to limit plans and analytical accounts by employee departments.
Users will only be able to view plans and analytical accounts linked to their employee's department or those with no department defined.
Users with the "Invoicing / Invoicing" permission will be able to view all plans and analytical accounts without restrictions.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Restrict which analytic plans and analytic accounts each user can see, based on the HR departments linked to them. Users only see plans/accounts tied to their own department (or, optionally, those with no department).
This module adds a Departments field to analytic plans and analytic accounts, so you can tag each plan or account with one or more HR departments.
- On analytic accounts, the Departments tags appear on the form, in the list (hidden by default) and in the search filters.
- On analytic plans, the Departments tags appear on the form and in the list (hidden by default).
- Only users with the Invoicing permission can see and edit these Departments fields.
Access rules are applied automatically: a regular user with the Analytic Accounting permission only sees analytic plans and accounts whose Departments include their own department (including sub-departments). A special hidden group, "Analytic Accounting (without department)", additionally lets those users see plans and accounts that have no department at all. Users without the Analytic Accounting permission see no analytic plans or accounts.
Users with the Invoicing permission are not restricted and can see everything. The restriction is enforced both on the analytic account and analytic plan models, and also when Odoo builds the list of available plans internally, so plans the user cannot access are not offered.
Depends on
Models and fields (3)
- ir.rule · extends an existing model
- account.analytic.plan · extends an existing modeldepartment_ids (Departments)
- account.analytic.account · extends an existing modeldepartment_ids (Departments)
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/account-analytic.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0- Your user must have the "Analytic Accounting" permission.
- Create an employee linked to your user with a defined department.
Usage
Source · Odoo 18.0- Go to an analytical plan/account and define your employee's department.
- Go to an analytical plan/account and define a different department than your employee's department.
- Go to an analytical plan/account and leave the department empty.
- Users without the "Invoicing / Invoicing" permission will be able to see only the plans/analytical accounts of the user's employee's department.
- Users with the "Analytic Accounting (without department)" will be able to view the plans/analytical accounts without a department, as will users with the permission "Invoicing / Invoicing".
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.