server-ux/date_range/README.rst

==========
Date Range
==========

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This module lets you define global date ranges that can be used to filter
your values in tree views.

It also provides a mixin model for developers that extends the model's search
view so that date ranges can be search as any relational field.

**Table of contents**

.. contents::
   :local:

Installation
============

The addon use the daterange method from postgres. This method is supported as of postgresql 9.2

Configuration
=============

For regular usage, see `Usage` below. This section is to clarify optional
functionality to developers.

To configure a model to use the Many2one style search field, make the model
inherit from `date.range.search.mixin`:

.. code-block::

    class AccountMove(models.Model):
        _name = "account.move"
        _inherit = ["account.move", "date.range.search.mixin"]

This will make a `Period` field show up in the search view:

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/12.0/date_range/static/description/date_range_many2one_search_field.png
     :scale: 80 %
     :alt: Date range Many2one search field

By default, the mixin works on the `date` field. If you want the mixin to work
on a field with a different name, you can set a property on your model:

.. code-block::

   _date_range_search_field = "invoice_date"

Usage
=====

To configure this module, you need to:

* Go to Settings > Technical > Date ranges > Date Range Types where
  you can create types of date ranges.

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_type_create.png
     :scale: 80 %
     :alt: Create a type of date range

* Go to Settings > Technical > Date ranges >  Date Ranges where
  you can create date ranges.

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_create.png
     :scale: 80 %
     :alt: Date range creation

  It's also possible to launch a wizard from the 'Generate Date Ranges' menu.

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_wizard.png
     :scale: 80 %
     :alt: Date range wizard

  The wizard is useful to generate recurring periods. Set an end date or enter the number of ranges to create.

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_wizard_result.png
     :scale: 80 %
     :alt: Date range wizard result

* Your date ranges are now available in the search filter for any date or datetime fields

  Date range types are proposed as a filter operator

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_type_as_filter.png
     :scale: 80 %
     :alt: Date range type available as filter operator

  Once a type is selected, date ranges of this type are porposed as a filter value

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_as_filter.png
     :scale: 80 %
     :alt: Date range as filter value

  And the dates specified into the date range are used to filter your result.

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_as_filter_result.png
     :scale: 80 %
     :alt: Date range as filter result

* You can configure date range types with default values for the generation wizard on the `Generation` tab.
  In the same tab you can also configure date range types for auto-generation. New ranges for types configured for this are generated by a scheduled task that runs daily.

  .. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_type_autogeneration.png
     :scale: 80 %
     :alt: Configure a date range for auto-generaton

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-ux/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/server-ux/issues/new?body=module:%20date_range%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* ACSONE SA/NV

Contributors
~~~~~~~~~~~~

* Laurent Mignon <laurent.mignon@acsone.eu>
* Alexis de Lattre <alexis.delattre@akretion.com>
* Miquel Raïch <miquel.raich@forgeflow.com>
* Andrea Stirpe <a.stirpe@onestein.nl>
* Stefan Rijnhart <stefan@opener.amsterdam>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-lmignon| image:: https://github.com/lmignon.png?size=40px
    :target: https://github.com/lmignon
    :alt: lmignon

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-lmignon| 

This module is part of the `OCA/server-ux <https://github.com/OCA/server-ux/tree/14.0/date_range>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.