Profile - filter account
Adds search, Unpaid/Overdue filters, partner sorting and clickable column sorting to the portal invoice list
What you get
- Search bar - adds a search box to /my/invoices with scopes Search in Name, Search in Ref and Search in All (matching on invoice number and reference)
- Unpaid and Overdue filters - adds an Unpaid filter (posted invoices that are not paid or partially paid) and an Overdue invoices filter to the filter dropdown
- Partner sorting - adds Partner Asc and Partner Desc options to the sort dropdown, ordering by the invoice partner display name
- Clickable column headers - the Invoice #, Date, Due Date, Amount Due and Status headers become click-to-sort (client-side, current page only)
- Company-scope and parent-partner handling - lists invoices of the logged-in contact including child contacts and the parent company, and computes the list and the home-page counters with a safe
allowed_company_idscontext restricted to companies the user may access
Configuration and use
Install on a portal where customers have many invoices and need to find specific documents quickly. Customers get a search box, an Unpaid and an Overdue quick filter, and sortable columns on /my/invoices; contacts that belong to a parent company automatically see the invoices of the whole company, not just their own contact record.
This module is the base for the multi-company variant (portal_filters_account_multi_company), which widens the company scope to all companies of the user.
Technical note
Overrides _prepare_my_invoices_values from the account portal controller; the header sorting is a small frontend JS helper (sortTable) that reorders the rendered table rows only.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Website (website) • Discuss (mail) |
| Lines of code | 213 |
| Technical Name |
portal_filters_account |
| License | OPL-1 |
| Website | https://www.rlsd.dk/ |
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