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Analytic Accounts Dimensions Enhanced

analytic_tag_dimension_enhanced folder_open OCA/account-analytic open_in_new
Uncategorised License: AGPL-3

Analytic Tags Dimension (analytic_tag_dimension) ensure that one tag can be selected for each dimension.

This module add even more configurable usability to analytic tag field.

  • Set required tag dimension
  • Select tags by dimension sequence
  • Mass create tags based on model data
  • Filter subsequence tag selections based on previous selected tag's dimension

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Adds extra control over analytic tags: mark dimensions as required, order tag choices by sequence, auto-create tags from another model's records, and filter tag choices based on previously selected tags.

This module extends the analytic tag dimension feature so accountants can control how analytic tags are picked on invoices and journal entries.

On each analytic dimension (configured in the Analytic Dimension screen) you can now: - Mark a dimension as Required, so users must select a tag for it before saving an invoice line or journal item. - Enable By Sequence and set a sequence number, so tags of that dimension only become available after tags of the previous dimension are chosen. - Choose a reference model (for example Departments) and click "=> Create Tags" to automatically generate one analytic tag per record of that model, each linked to its source record. - Select "Filtered by fields" so the next dimension's tag list is narrowed down based on the records linked to the tags already selected.

On invoices and journal entries, the analytic tag field now shows only the tags allowed by these rules, and saving a line checks that all required dimensions are filled; otherwise an error lists the missing dimensions. The check is skipped for payment registration, non-invoice lines and pure journal entries.

Analytic tags also gain a Record field linking them to the source record. The module touches account.analytic.dimension, account.analytic.tag, analytic.dimension.line, and the invoice and journal entry forms.

Models and fields (3)
  • account.analytic.tag · extends an existing modelresource_ref (Record)
  • analytic.dimension.line · extends an existing modeldomain_tag_ids
  • account.analytic.dimension · extends an existing modelrequired (Required), sequence, by_sequence, ref_model_id (Ref Model), filtered_field_ids (Filtered by fields)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/account-analytic.

terminal Installation and usage

OCA documentation · Odoo 14.0

Go to menu Invoicing > Configuration > Analytic Accounting > Analytic Accounts Dimensions

Configurations:

  • Required: if checked, user must select the dimension, otherwise, cannot save.
  • By Sequence: if selected, this tag dimension is selectable only when previous sequences has been selected.
  • Ref Model: to refer this analytic tags into a model, and also allow to create analytic tags by data in model.
  • Filtered by fields: if ref model is set, you can also filter (domain) selections by its field(s).

No verified information in OCA: Installation, Usage.

info

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.