Multi-tenant / consolidation¶
For PYMES that grow into multiple sucursales or multiple RUCs.
Related code: app/graphql/auto_sequences/, app/graphql/projects/, app/graphql/companies/.
Items¶
- Per-sucursal numbering + P&L (auto_sequences already supports
branch_code). - Acceptance: branch picker on documents; per-branch income statement; tenants without branches see no friction.
- Cost centres / proyectos on every transaction.
- Acceptance: optional cost_centre_id on every line; project-level income statement and budget.
- Per-project budget vs. actual.
- Acceptance: extend
budgets/to support project dimension; variance report per project. - Group consolidation — owner has 3 RUCs, wants one consolidated balance sheet.
- Acceptance: group entity → child tenants; consolidation rules per account (eliminate intercompany); consolidated reports under a group-level user.
- Intercompany invoice / receipt linking to support consolidation eliminations.
- Acceptance: mark a document as intercompany + counterparty tenant; matched pair flagged for elimination.
- Per-sucursal user assignment (a rep belongs to one or many branches).
- Acceptance: RBAC scope extends from path × resource to path × resource × branch.
Shipped¶
None yet.