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We have both sales and purchase orders nominated in different currencies.

All tree views are simply adding the figures (which is totally useless and unacceptable by anyone who is not a programmer :) ).

I want to add a 'group by' filter in the search view using "currency_id". But it doesn't work as it seems I cannot use this type of field here.

any other field related to the currency I could use? Or any other idea to make sense of these tree views?

 

TIA

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Najlepsza odpowiedź

On sale order, currency_id is a related field based on pricelist_id so you could use pricelist_id, or you could create a new module, inherit sale.order and override the field to make it stored.  I think a simple store=True would be fine as the currency on a price list is unlikely to change.

 

On Invoices, create a new view in your module, inherit from the invoice search view and add the currency_id in as a group by.

       <record id="view_my_module_account_invoice_search" model="ir.ui.view">
            <field name="name">my.module.account.invoice.search</field>
            <field name="model">account.invoice</field>
            <field name="inherit_id" ref="account.view_account_invoice_filter"/>
            <field name="arch" type="xml">
                <xpath expr="//group/filter[@string='Due Date']" position="after">
                    <filter string="Currency" domain="[]" context="{'group_by':'currency_id'}"/>
                </xpath>
            </field>
        </record>

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Autor Najlepsza odpowiedź

For infos: step-by-step:

1. activate developper mode

2. go to sales / Sales order

3. select "edit search view"

4. insert "<filter string="Currency" icon="terp-partner" domain="[]" context="{'group_by':'pricelist_id'}"/>" just after the line starting with " <filter string="Order Date" icon..."

5. go to reporting / sales analysis

6. redo point 3 & 4 here too.

Voila.

Thank you Adrian.

 

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Thanks, this helped me today!

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