Multi-Company Partitioning and Legal Entity Governance

1. Overview & Business Value#

This comprehensive operational guide details the architecture, business workflows, configuration parameters, and execution steps for Multi-Company Partitioning and Legal Entity Governance within SmartERP.

In enterprise conglomerate environments, multiple legal entities share a single SmartERP instance while maintaining complete operational and financial segregation.

Multi-Company Rule Standard#

Every transactional model includes company_id and enforces the standard multi-company rule:

<field name="domain_force">
    ['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]
</field>

This ensures Company 1 (Ashewa Technology Solutions S.C.) transactions are strictly isolated from subsidiaries and joint ventures.

{screenshot:multi-company-partitioning-ashewa-overview-dashboard}

2. Prerequisites & Security Access Groups#

• Required Modules: base, web, smarterp_security
• Security Groups:
  • Enterprise Security Officer (Technical ID: base.group_user)
  • Security Administrator (Technical ID: base.group_system)
• Master Data Dependencies: Established security group hierarchy, defined multi-company boundaries, and configured access control lists (ir.model.access.csv).

3. Step-by-Step Configuration & Execution#

Step 1: Navigating to the Module Interface#

1. Log into your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher (grid icon in the top-left corner).
3. Select the Settings app icon.
4. From the top navigation bar, open Users & Companies → Users / Groups / Record Rules.

{screenshot:multi-company-partitioning-ashewa-app-switcher-navigation}

Step 2: Creating and Parameterizing Records#

1. Click the New button in the top-left control panel.
2. Complete the mandatory fields in the security form:
   • Rule Name (Mandatory): Descriptive identifier for security rule.
   • Target Model (Mandatory): Underlying data model subject to access control.
   • Domain Filter (Mandatory): Logical Python domain expression enforcing row-level restriction.
3. Configure optional parameters: group assignment, global rule flags, and active state.

{screenshot:multi-company-partitioning-ashewa-record-creation-form}

Step 3: Validating and Processing Transactions#

• Execution & Validation: Switch user context to test persona and verify query behavior.
• Log Verification: Confirm that restricted records are omitted from list and search views.

{screenshot:multi-company-partitioning-ashewa-transaction-processing-state}

4. Advanced Configuration Points#

• Automated Actions & Scheduled Tasks (Crons):
  • Security: Audit log archival (base.ir_cron_audit_archive)
  • Security: Expire dormant sessions (base.ir_cron_session_expire)
• Custom Print Templates & Reports:
  • Role-Based Access Control (RBAC) Security Matrix
  • System Security & User Activity Audit Dossier
• Multi-Company Rules: Record-level security isolation under Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#