Author: |
Numigi |
License: |
LGPL-3 |
Branch: |
TA#48575 |
Repository: |
Numigi/odoo-web-addons |
Dependencies: |
account,
web,
and
web_search_date_range |
Languages: |
JavaScript (18, 5.0%),
Markdown (26, 7.3%),
PO File (28, 7.8%),
Python (220, 61.6%),
and
XML (65, 18.2%) |
Other branches: |
11.0,
11.0-website_sale_sanitized,
12.0,
12.0-web_list_column_text_align,
14.0,
TA#47984,
and
TA#48575-1 |
<h1>Web Search Date Range Account</h1>
<p>This module extends the web<em>search</em>date_range module with date ranges related to accounting.</p>
<p>It enables date filters that are bound to the fiscal year of the company.</p>
<p>For now, the following filters are available.</p>
<ul>
<li>Previous Trimester</li>
<li>Current Trimester</li>
<li>Next Trimester</li>
<li>Previous Fiscal Year</li>
<li>Current Fiscal Year</li>
<li>Next Fiscal Year</li>
</ul>
<h2>Adding Date Filters</h2>
<p>To add a filter to the search view of a model:</p>
<ul>
<li>Go to: Settings / Technical / User Interface / Date Filters</li>
</ul>
<p><img src="static/description/date_filters.png?raw=true" alt="Date Filters"></p>
<ul>
<li>Go to the list view of the model (i.e. Journal Items)</li>
</ul>
<p><img src="static/description/account_move_lines.png?raw=true" alt="Account Move Lines"></p>
<h2>How the module works</h2>
<p>The module uses the Fiscal Year settings to determine the fiscal year and trimester ranges.</p>
<p><img src="static/description/fiscal_year_last_day.png?raw=true" alt="Fiscal Year Last Day"></p>
<h2>Multi-Company</h2>
<p>The module works with multi-company.</p>
<p>If you have subsidiaries with different account closing dates, the same filters will work for all.
You will not need to recreate your dashboards for each subsidiary.</p>
<h2>Contributors</h2>
<ul>
<li>Numigi (tm) and all its contributors (https://bit.ly/numigiens)</li>
</ul>