The issue with incorrect data in digest emails for one of your companies in Odoo could be related to configuration, data synchronization, or currency settings. Let’s troubleshoot step by step and resolve the problem:

1. Verify Company-Specific Settings

Digest emails are company-specific, so incorrect data can arise if the configuration is not aligned with the company settings.

Steps to Check:

1. Enable Debug Mode:
   • Go to Settings > Activate Developer Mode.
2. Check Company Assignment:
   • Navigate to Settings > Users & Companies > Companies.
   • Open the affected company and verify:
     • The currency is set correctly (e.g., USD).
     • The related journals, accounts, and warehouses are properly configured for the company.
3. Digest Configuration:
   • Go to Settings > Technical > Automation > Scheduled Actions.
   • Search for Digest Emails.
   • Ensure that the digest email is configured to display metrics specific to the affected company.

2. Investigate Data Sources for Metrics

Each KPI (e.g., Revenue, Opportunities Won, Bank & Cash Moves) in the digest email pulls data from specific models. Ensure the data is available and correctly recorded for the affected company.

Metrics and Data Sources:

• Revenue:
  • Source: Invoices in Accounting > Invoices.
  • Verify that invoices for the affected company have:
    • The correct company set on each invoice.
    • The correct currency (e.g., AED or USD).
  • If the currency is incorrect, ensure exchange rates are set up (see Step 3).
• All Sales:
  • Source: Sales orders in Sales > Orders.
  • Ensure sales orders for the affected company are confirmed and linked to the correct company.
• Opportunities Won:
  • Source: CRM leads/opportunities in CRM > Opportunities.
  • Check that opportunities for the affected company:
    • Have the Won stage applied.
    • Are assigned to the correct company.
• Bank & Cash Moves:
  • Source: Journals in Accounting > Journals.
  • Verify that bank and cash transactions are posted to journals associated with the correct company.

3. Check and Configure Multi-Currency Settings

The discrepancy between AED and USD values in the Revenue metric might be caused by currency configuration issues.

Steps to Fix:

1. Enable Multi-Currency:
   • Go to Settings > Accounting.
   • Enable Multi-Currency if it isn’t already enabled.
2. Set Exchange Rates:
   • Navigate to Accounting > Configuration > Currencies.
   • Open AED and USD, and ensure exchange rates are up to date.
   • Update rates if necessary:
     • Go to Accounting > Configuration > Settings.
     • Enable automatic exchange rate fetching.
3. Ensure Correct Currency on Transactions:
   • Check invoices, journals, and sales orders for the affected company to confirm they are recorded in AED or USD as expected.
4. Test Conversion:
   • If the Revenue value is being displayed in AED but needs to be converted to USD:
     • Navigate to the invoice or sales order in question.
     • Validate whether the AED value is correctly converted to USD using the set exchange rate.

4. Ensure Digest Email is Fetching the Correct Data

The digest email relies on digest.digest configurations. Misalignment between the email configuration and the company-specific data might cause incorrect values.

Steps to Fix:

1. Review Digest Email Settings:
   • Navigate to Settings > Technical > Digest > Digest Emails.
   • Open the digest email configuration for the affected company.
   • Verify:
     • The metrics are correctly defined (e.g., Revenue, All Sales).
     • The company filter is applied.
2. Check the Python Code (if customized):
   • If the digest email has been customized, ensure the code correctly fetches data for the company.
   • Example:

     revenue = self.env['account.move'].search([
         ('move_type', '=', 'out_invoice'),
         ('company_id', '=', company.id),
         ('currency_id', '=', usd_currency_id)
     ]).mapped('amount_total')
     

5. Troubleshoot Currency Conversion in Digest

To ensure Revenue values are displayed correctly in USD:

1. Navigate to Settings > Technical > Digest > Digest Emails.
2. Look for the Revenue metric's computation logic.
3. If the currency mismatch persists, add conversion logic:

   usd_amount = self.env['res.currency']._convert(
       amount_in_aed,
       usd_currency,
       company,
       fields.Date.today()
   )
   

6. Test and Validate

After implementing the above changes:

1. Force a Digest Email:
   • Manually trigger the digest email:
     • Go to Settings > Technical > Scheduled Actions > Digest Emails.
     • Click Run Manually.
   • Verify that the email displays the correct data.
2. Cross-Check Values:
   • Compare the values in the digest email with records in Odoo (e.g., Sales Orders, Invoices).

7. Common Pitfalls

• Incorrect Journal Assignments: Ensure bank and cash journals are linked to the correct company.
• Data Inconsistencies: Check that sales orders, invoices, and opportunities explicitly belong to the affected company.
• Currency Configuration Issues: Always set the base currency correctly for each company.

Conclusion

By verifying company-specific configurations, ensuring correct data sources, and properly handling multi-currency settings, you can resolve the discrepancies in digest emails. Let me know if you need more help with specific configurations!