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odoo accounting v14 pos v15
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Аватар
Hugo

Hi,


On Sales/Orders/Quotation I want to use domain to allow salepeople to:


  • See every quotation in 'draft', 'sent' and 'waiting'

  • See quotations in 'sale' or 'done' ONLY if these quotation were sold this month (date_oder = current month)


I know I have to use Domain, but I don't know how to write the code for current month.

How can I do that?



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Отменить
Begineer

Hi,

The below answer is correct and you can replace create_date with date_order. And for your requirement to view quotations in 'sale' or 'done' in current month you can group by status.

Аватар
Kiran K
Лучший ответ

Hi Hugo Amaro,

Use this filter in the search view to show records created in the current month.

 <filter string="This Month" name="this_month" domain="[('create_date','&lt;',(context_today()+relativedelta(months=1)).strftime('%%Y-%%m-01')), ('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"/>

Hope it helps,

Kiran


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Отменить
Hugo
Автор

Your solution works, but I did not understand how to limit the "data filtering" only to when ('state', 'in', ( 'sale', 'done' ))

Аватар
Hugo
Автор Лучший ответ

I've spent the past 3 hours trying to learn Polish Notation to understand Kiran Mohan's answer but I still failed to apply his solution ONLY to 'state', 'in', ( 'sale', 'done' )


Please help, I have no idea of what am I doing wrong...

<xpath expr="//filter[@name='my_sale_orders_filter']" position="replace">
  <filter string="This Month" 
    name="this_month" 
    domain="[
      '|',
      ('state', 'in', ('draft', 'sent', 'waiting')),
      ('state', 'in', ('sale','done')),
      ('create_date','&lt;',(context_today()+relativedelta(months=1)).strftime('%%Y-%%m-01')), 
      ('create_date','&gt;=',time.strftime('%%Y-%%m-01'))
      ]"
  />
</xpath>

Note: I'm altering stright from odoo and not inheriting it - http://localhost:8069/web#id=820&model=ir.ui.view&view_type=form&cids=&menu_id=4



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Отменить
Kiran K

<filter string="This Month" name="this_month" domain="[('create_date','&lt;',(context_today()+relativedelta(months=1)).strftime('%%Y-%%m-01')), ('create_date','&gt;=',time.strftime('%%Y-%%m-01')),('state','in',('sale','done'))]"/>