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180 lines
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ReStructuredText
180 lines
6.5 KiB
ReStructuredText
==========
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Date Range
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==========
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Mature-brightgreen.png
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:target: https://odoo-community.org/page/development-status
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:alt: Mature
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github
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:target: https://github.com/OCA/server-ux/tree/14.0/date_range
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:alt: OCA/server-ux
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/server-ux-14-0/server-ux-14-0-date_range
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/250/14.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module lets you define global date ranges that can be used to filter
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your values in tree views.
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It also provides a mixin model for developers that extends the model's search
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view so that date ranges can be search as any relational field.
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**Table of contents**
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.. contents::
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:local:
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Installation
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============
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The addon use the daterange method from postgres. This method is supported as of postgresql 9.2
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Configuration
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=============
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For regular usage, see `Usage` below. This section is to clarify optional
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functionality to developers.
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To configure a model to use the Many2one style search field, make the model
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inherit from `date.range.search.mixin`:
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.. code-block::
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class AccountMove(models.Model):
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_name = "account.move"
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_inherit = ["account.move", "date.range.search.mixin"]
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This will make a `Period` field show up in the search view:
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/12.0/date_range/static/description/date_range_many2one_search_field.png
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:scale: 80 %
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:alt: Date range Many2one search field
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By default, the mixin works on the `date` field. If you want the mixin to work
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on a field with a different name, you can set a property on your model:
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.. code-block::
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_date_range_search_field = "invoice_date"
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Usage
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=====
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To configure this module, you need to:
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* Go to Settings > Technical > Date ranges > Date Range Types where
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you can create types of date ranges.
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_type_create.png
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:scale: 80 %
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:alt: Create a type of date range
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* Go to Settings > Technical > Date ranges > Date Ranges where
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you can create date ranges.
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_create.png
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:scale: 80 %
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:alt: Date range creation
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It's also possible to launch a wizard from the 'Generate Date Ranges' menu.
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_wizard.png
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:scale: 80 %
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:alt: Date range wizard
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The wizard is useful to generate recurring periods. Set an end date or enter the number of ranges to create.
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_wizard_result.png
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:scale: 80 %
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:alt: Date range wizard result
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* Your date ranges are now available in the search filter for any date or datetime fields
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Date range types are proposed as a filter operator
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_type_as_filter.png
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:scale: 80 %
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:alt: Date range type available as filter operator
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Once a type is selected, date ranges of this type are porposed as a filter value
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_as_filter.png
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:scale: 80 %
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:alt: Date range as filter value
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And the dates specified into the date range are used to filter your result.
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_as_filter_result.png
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:scale: 80 %
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:alt: Date range as filter result
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* You can configure date range types with default values for the generation wizard on the `Generation` tab.
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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.
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.. figure:: https://raw.githubusercontent.com/OCA/server-tools/14.0/date_range/static/description/date_range_type_autogeneration.png
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:scale: 80 %
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:alt: Configure a date range for auto-generaton
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-ux/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ACSONE SA/NV
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Contributors
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~~~~~~~~~~~~
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* Laurent Mignon <laurent.mignon@acsone.eu>
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* Alexis de Lattre <alexis.delattre@akretion.com>
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* Miquel Raïch <miquel.raich@forgeflow.com>
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* Andrea Stirpe <a.stirpe@onestein.nl>
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* Stefan Rijnhart <stefan@opener.amsterdam>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-lmignon| image:: https://github.com/lmignon.png?size=40px
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:target: https://github.com/lmignon
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:alt: lmignon
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-lmignon|
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This module is part of the `OCA/server-ux <https://github.com/OCA/server-ux/tree/14.0/date_range>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |