Filter Journals in Odoo with Coding: A Simple Guide

Filtering journals programmatically in Odoo involves using Odoo’s ORM (Object-Relational Mapping) methods in Python. This is typically done in custom modules or scripts. Here’s a step-by-step guide on how to filter journals using code:

1. Setting Up Your Development Environment

Ensure you have access to Odoo’s development environment and that you can run Python scripts or modify Odoo modules. This might involve:

• Access to Odoo Server: Make sure you have access to the Odoo server where your database is hosted.
• Development Setup: Have a development environment set up where you can test your changes (e.g., a local Odoo instance).

2. Filtering Journals in Python Code

You can filter journals using the Odoo ORM in a Python script. Below is an example of how you can do this:

Example Script Using Odoo Shell

If you are using the Odoo shell (accessed via command line), you can execute the following code:

# Start the Odoo shell
odoo shell -d your_database_name

# Then execute the following code in the Odoo shell
journals = env['account.journal'].search([('type', '=', 'bank')])  # Filter journals of type 'bank'
for journal in journals:
    print(journal.name)

Example in a Custom Module

If you want to include this in a custom module, you would typically write it in a method of a model or in a server action. Here’s an example of how you might do this in a custom module:

1. Create a Custom Module:
   Set up a new custom module or use an existing one.
2. Define a Method to Filter Journals:

   from odoo import models, api

   class YourModel(models.Model):
       _name = 'your.model'
       _description = 'Your Model Description'

       @api.model
       def filter_journals(self, journal_type='general'):
           # Search for journals based on type
           journals = self.env['account.journal'].search([('type', '=', journal_type)])
           return journals

In this example, filter_journals method filters journals based on their type (journal_type parameter) and returns the result.

3. Use the Method: You can call this method from various places in Odoo, such as:

• Button Click: In a form view or tree view, trigger this method via a button.
• Scheduled Actions: Use this method in automated scheduled actions.

3. Update Your Module: After writing your code, update your module to apply the changes. You can do this through the Odoo UI or by running:

   odoo -u your_module_name

3. Example with XML-RPC API

If you prefer to filter journals using an external script, you can use XML-RPC to connect to Odoo. Here’s an example using Python:

import xmlrpc.client

# Define connection parameters
url = 'http://your-odoo-url'
db = 'your-database'
username = 'your-username'
password = 'your-password'

# Connect to Odoo
common = xmlrpc.client.ServerProxy('{}/xmlrpc/2/common'.format(url))
uid = common.authenticate(db, username, password, {})
models = xmlrpc.client.ServerProxy('{}/xmlrpc/2/object'.format(url))

# Filter journals where type is 'bank'
journal_type = 'bank'
domain = [('type', '=', journal_type)]
fields = ['name', 'type']
journals = models.execute_kw(db, uid, password, 'account.journal', 'search_read', [domain], {'fields': fields})

# Print filtered journals
for journal in journals:
    print(journal)

In this script, the domain variable defines the filter criteria for the journals.

Conclusion

Filtering journals with the help of coding in Odoo consists of utilizing Odoo’s ORM (Object-Relational Mapping) ways in the case of Python. This is usually done in the section of scripts or custom modules. Here is a complete guide on how to filter journals with the use of code by having managed Odoo server solutions.