Advanced Dynamic Filter & Group By Builder
Configure, save, and apply custom dynamic date filters and group-by rules for any Odoo model without any technical coding.
This Odoo module enables business users and administrators to build advanced, dynamic search filters and group-by rules directly from a no-code configuration interface. Users can select any Odoo database model, define specific fields, and construct precise filtering domains. The module features powerful date suggestions such as today, last month, or custom relative date ranges, dynamically recalculating dates in real-time. Configured filters are automatically injected into standard Odoo search views. With user-based access controls and default filter configurations, it optimizes data analysis and improves overall daily reporting productivity. It requires absolutely zero code modifications.
Key Advantages
No-Code Configuration
Create dynamic filters and group-by rules without writing a single line of XML or Python.
Dynamic Date Suggestions
Choose from pre-defined suggestions like Today, Yesterday, This Month, Last Quarter, or This Year.
Relative Date Ranges
Define filters based on relative periods like "Last 15 Days" or "Next 30 Days" dynamically.
Auto-Injection
Configured filters automatically appear in standard Odoo search panels under the target model.
Default View Configuration
Set specific filters or group-by rules to apply automatically when a model list view is opened.
User-Specific Filters
Restrict filter visibility to specific Odoo users or groups to keep search views uncluttered.
Custom Helper Alerts
Real-time help alerts dynamically explain to the configured users what each date filter does.
Supports All Models
Works seamlessly across standard Odoo models (Sales, Purchase, Accounting) and custom models.
State Workflow Control
Transition configurations between Draft and Done states to manage published search configurations.
Improved Data Visibility
Empower your team to extract key data instantly without requesting custom IT reports.
Auto Date Recalculation
Relative dates are calculated dynamically on the fly based on the current execution date.
Flexible Field Selection
Map filters to any standard Odoo datetime, date, selection, or text fields easily.
Clean Business Audits
Facilitates faster financial, inventory, or sales audits with customized date filter boundaries.
Saves User Preferences
Remembers and loads configurations instantly for a smoother, personalized backend experience.
Installation Guide
- 1 Extract Module: Unzip/Extract the downloaded module folder into your Odoo custom addons directory.
- 2 Restart Server: Restart your Odoo server service to load the new addon path.
- 3 Developer Mode: Log in to your Odoo database and activate the Developer Mode from the Settings dashboard.
- 4 Update Apps List: Go to the Odoo Apps app, click on "Update Apps List" menu, and click Update.
-
5
Install Module: Search for
vits_dynamic_filters_groupbyorAdvanced Dynamic Filter & Group By Builderin the Apps, and click Activate / Install. - 6 Configure Filters: Go to Settings -> Technical -> Database Structure -> Smart Filters, create a config record, map Odoo models and fields, set dynamic date parameters, and validate them.
Installed App
Locate and activate the 'Advanced Dynamic Filter & Group By Builder' module in Odoo Apps list.
Go To Smart Filters
Navigate to Technical -> Database Structure -> Smart Filters to open the filter manager dashboard.
Create Smart Filter (Last Month)
Configure a new dynamic date-based filter mapping to a target date field with the Last Month suggestion.
Create Smart Filter (Before 10 Days)
Set up a custom date range filter to display records older than a specific relative timeframe.
Create Smart Group (Salesperson)
Establish a group-by command targeting the salesperson field for clean and partitioned report lists.
Create Smart Group (Sales)
Configure custom grouping for Sales orders mapping criteria on the sales order parameters.
Create Smart Group (Delivery Order)
Establish a group-by layout rule mapping to the delivery orders parameter list.
List of Filters & Validate Filters
View and manage all active database search filters from the list view config panel.
Validate Config & Status Change
Click the Validate button to publish changes and transition the config state to Done.
Apply Default Filter
Check the Apply Default box to activate the filters automatically when opening the view.
Active Filters in Search View
Custom dynamic filters and group-by rules show up instantly in standard Odoo search bars.
Module Overview Video
Watch a comprehensive step-by-step demonstration of the module functionality.
Filter Configuration Wizard
Easily define filter names, types, associated fields, and suggestion lists.
Group-By Dynamic Builder
Build grouping parameters mapping to target fields and display names.
Dynamic Domain Calculator
Automatically translates configuration rules into Odoo domain syntax.
Search View Injections
Custom backend JS and Python overrides to insert filters dynamically.
Action Window Override
Overwrites ir.actions.act_window to load target default filters automatically.
User-Access Restriction Matrix
Restrict rules visibility to single users or multi-user lists.
Status Workflow States
Track active filters status (Draft vs Validate done).
Date Suggestions Dropdown
Extensive choices from last week, this quarter, to last year.
Relative Range Selector
Period-based parameters selector (days/before/after).
Alert Help Messages
Explanatory HTML helper tooltips dynamically rendered on active configs.
Multi Language Translation Available
We've included several languages out of the box. If your language is missing, simply contact us
and we'll provide a professional translation for free. We are committed to making our
tools accessible to everyone!
Drop us an email at: markvaranval@gmail.com
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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