odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/productivity/spreadsheet/global_filters.md

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+---
+title: "Global filters"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/spreadsheet/global_filters.html"
+---
+
+==============
+# Global filters
+
+.. role:: raw-html(raw)
+   :format: html
+
+.. |global-filter| replace:: :raw-html:`<svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"><path fill="currentColor" d="M1 3h12L7 9M5.5 6h3v11l-3-3M14 4h4v2h-4m-3 3h7v2h-7m0 3h7v2h-7"></path></svg>` :guilabel:`(global filter)`
+.. |drag-handle| replace:: :raw-html:`<svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 4 16" fill="currentColor"><circle cx="2" cy="3.5" r="1"></circle><circle cx="2" cy="6.5" r="1"></circle><circle cx="2" cy="9.5" r="1"></circle><circle cx="2" cy="12.5" r="1"></circle></svg>` :guilabel:`(drag handle)`
+
+Create dynamic views of :doc:`inserted data <insert>`, by mapping data source fields to *global
+filters* in the Odoo **Spreadsheets** app.
+
+> **note**:
+>    The global filters are represented by the |global-filter| icon, and enable data that was inserted
+   via a pivot table, list, or chart to be filtered. Global filters differ from the *sort and
+   filter* feature for cell ranges represented by the :icon:`fa-filter` :guilabel:`(filter)` icon.
+
+.. image:: global_filters/global-filters-menu.png
+   :align: center
+   :alt: The global filters menu sidebar on a spreadsheet.
+
+# Add filters
+
+Navigate to the :menuselection:`Documents app` and click on the desired spreadsheet, then open the
+|global-filter| filter menu.
+
+Create a new filter by selecting one of the buttons under the :guilabel:`Add a new filter...`
+section:
+
+- :ref:`Date <spreadsheet/global-filter-date>`: filter dates by matching data source date fields to
+  a time range (e.g., *Month / Quarter*, *Relative Period*, or *From / To*).
+- :ref:`Relation <spreadsheet/global-filter-relation>`: filter records by matching data source
+  fields to fields in a related model (e.g., *Lead/Opportunity*, *Sales Order*, or *Event
+  Registration*).
+- :ref:`Text <spreadsheet/global-filter-text>`: filter text by matching data source text fields to a
+  string of text (e.g., *Restrict values to a range* and/or provide a *Default value*).
+
+> **note**:
+>    Only filters that are able to be applied to the fields in the data source are shown.
+
+.. _spreadsheet/global-filter-date:
+
+## Date
+
+The *Date* global filter enables the filtering of data sources by a specific time range, to
+automatically filter on the current period, or to offset the time range relative to the period.
+
+With the |global-filter| menu open, select the :guilabel:`Date` button to create a new date filter.
+The :guilabel:`Filter properties` menu displays the following fields for configuration below.
+
+First, enter a name for the new date filter in the :guilabel:`Label` field.
+
+Then, select one of the three period options in the :guilabel:`Time range` field:
+
+- :guilabel:`Month / Quarter`: enables a drop-down menu of specific months and quarters of a year
+  (i.e., *Q1*, *Q2*, *January*, etc.).
+- :guilabel:`Relative Period`: enables a drop-down menu of specific moving time frames (i.e., *Year
+  to Date*, *Last 7 Days*, *Last 30 Days*, etc.).
+- :guilabel:`From / To`: enables *Date from...* and *Date to...* date selection fields to define a
+  specific time range (e.g., `06/05/2024` to `06/27/2024`).
+
+Optionally, set a :guilabel:`Default value` for the :guilabel:`Time range`.
+
+> **note**:
+>    The :guilabel:`Default value` field only appears for :guilabel:`Month / Quarter` or
+   :guilabel:`Relative Period` ranges.
+
+   If the :guilabel:`Month / Quarter` range is selected, tick the :guilabel:`Automatically filter on
+   the current period` checkbox to define the default period of either :guilabel:`Month`,
+   :guilabel:`Quarter`, or :guilabel:`Year`.
+
+Next, configure the :guilabel:`Field matching` for each data source. To do so, expand the section by
+clicking on the :guilabel:`Field matching` heading, to reveal a list of the data sources in the
+spreadsheet where each data source has two fields for matching:
+
+- :guilabel:`Date field`: select a date field from the data source model to apply the time range to.
+- :guilabel:`Period offset`: (optionally) select an offset that shifts the time range by a relative
+  period.
+
+  The options available are: :guilabel:`Previous`, :guilabel:`Before Previous`, :guilabel:`Next`,
+  :guilabel:`After Next`.
+
+Lastly, once all the information is entered on the form, click the :guilabel:`Save` button. If any
+of the data source fields do not match the data type of *date* (or *datetime*), an error is shown
+stating :guilabel:`Some required fields are not valid`.
+
+.. example::
+   Consider a :guilabel:`Period offset` of :guilabel:`Next` when using the :guilabel:`Month /
+   Quarter` range to apply the filter to the *next* period relative to the set time range.
+
+   With this configuration, selecting `January` `2024` as the date, filters data as `February`
+   `2024`; where the selected month is offset to the next month.
+
+   .. image:: global_filters/date-period-offset.png
+      :align: center
+      :alt: A date filter with a period offset of "Next" configured.
+
+.. _spreadsheet/global-filter-relation:
+
+## Relation
+
+The *Relation* global filter enables the filtering of records in data sources by selecting a field
+from a related model.
+
+With the |global-filter| menu open, select the :guilabel:`Relation` button to create a new relation
+filter. The :guilabel:`Filter properties` menu displays the following fields for configuration.
+
+First, enter a name for the new relation filter in the :guilabel:`Label` field.
+
+Then, select or search for a model from the :guilabel:`Related model` field.
+
+Once a model is selected, the :guilabel:`Default value` and :guilabel:`Field matching` fields
+appear.
+
+Optionally, set a :guilabel:`Default value` for the :guilabel:`Related model`. The available options
+are records of the model.
+
+Next, configure the :guilabel:`Field matching` for each data source. To do so, expand the section by
+clicking on the :guilabel:`Field matching` heading, to reveal a list of the data sources in the
+spreadsheet where each data source has a field for matching.
+
+Select a field from the data source model from which to apply the relation filter.
+
+Lastly, once all the information is entered on the form, click the :guilabel:`Save` button. If any
+of the data source fields do not match the data type of the related model, an error is shown
+stating :guilabel:`Some required fields are not valid`.
+
+.. example::
+   Consider a *Relation* filter with the :guilabel:`Related model` set as :guilabel:`Contact`. The
+   :guilabel:`Field matching` *CRM* lead (`crm.lead`) pivot data sources are set to
+   :guilabel:`Customer`.
+
+   With this configuration, selecting a customer record filters the pivot table to only leads that
+   are related to the selected customer record.
+
+   .. image:: global_filters/relation-contact.png
+      :align: center
+      :alt: A relation filter with the Contact model configured.
+
+.. _spreadsheet/global-filter-text:
+
+## Text
+
+The *Text* global filter enables the filtering of text by matching data source text fields to a
+string of text or to a range of predefined values.
+
+With the |global-filter| menu open, select the :guilabel:`Text` button to create a new text filter.
+The :guilabel:`Filter properties` menu displays the following fields for configuration.
+
+First, enter a name for the new text filter in the :guilabel:`Label` field.
+
+Then, choose whether or not to :guilabel:`Restrict values to a range` by ticking the checkbox. Doing
+so, reveals a field to input a range within the spreadsheet. Either type in or select the range.
+
+Next, configure the :guilabel:`Field matching` for each data source. To do so, expand the section by
+clicking on the :guilabel:`Field matching` heading, to reveal a list of the data sources in the
+spreadsheet where each data source has a field for matching.
+
+Select a field from the data source model from which to apply the text filter.
+
+Lastly, once all the information is entered on the form, click the :guilabel:`Save` button. If any
+of the data source fields do not match the data type of the related model, an error is shown
+stating :guilabel:`Some required fields are not valid`.
+
+.. example::
+   Consider a text filter with the range `A2:A6` added to the :guilabel:`Restrict values to a range`
+   field. The spreadsheet has five different product names listed as values in the cells of column
+   `A`, rows `2` though `6`.
+
+   With the above configuration, a pivot table of products can be filtered by product name by
+   selecting one of the 5 predefined values available in the text filter.
+
+   Furthermore, if the values in the range `A2:A6` are added dynamically– the text filter becomes
+   dynamic as well.
+
+   .. image:: global_filters/text-values.png
+      :align: center
+      :alt: A dynamic text filter with a restricted range.
+
+# Manage filters
+
+Open the |global-filter| filter menu by navigating to the :menuselection:`Documents app` and
+clicking on the desired spreadsheet.
+
+Existing global filters appear under the :guilabel:`Filters` section. Filters can be used
+individually, or at the same time.
+
+> **tip**:
+>    The order of existing filters can be changed by hovering over a filter and using the
+   |drag-handle| icon to change the position.
+
+To reset a filter with set values back to default, click on the :icon:`fa-times` (clear) icon next
+to the value in the filter.
+
+To edit an existing filter, select the :icon:`fa-cog` :guilabel:`(gear)` icon to open the filter's
+:guilabel:`Filter properties` menu. From here, edits can be made or the filter can be deleted by
+clicking the :guilabel:`Remove` button.

package/payload/skills/odoo18-docs/references/docs/applications/productivity/spreadsheet/insert.md

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+---
+title: "Link Odoo data"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/spreadsheet/insert.html"
+---
+
+==============
+# Link Odoo data
+
+You can insert and link several elements from your database in your spreadsheets, namely:
+
+- pivots,
+- graphs,
+- lists, and
+- links to menus (i.e., a clickable link to a view of a specific model).
+
+Before inserting :ref:`pivots <reporting/views/pivot>`, :ref:`graphs <reporting/views/graph>`, or
+lists, ensure they are tailored to your needs, as some elements are more quickly - or only -
+configurable in their respective view.
+
+- To insert pivots and graphs, click :guilabel:`Insert in spreadsheet` from any pivot or graph view.
+- To insert lists, click :menuselection:`Favorites --> Insert list in spreadsheet` from any list
+  view.
+- To insert links to menus, click :menuselection:`Favorites --> Link menu in spreadsheet` from any
+  view.
+
+In the pop-up box, either create a new spreadsheet by selecting :guilabel:`Blank spreadsheet` or
+insert it in an existing one by selecting it and clicking :guilabel:`Confirm`.
+
+.. image:: insert/insert-spreadsheet.png
+   :align: center
+   :alt: Inserting a pivot in a spreadsheet
+
+> **note**:
+>    By default, new spreadsheets are saved under the :guilabel:`Spreadsheet` workspace of the
+   Documents app.
+
+.. _insert/update:
+
+# Updating data
+
+Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any changes made to your
+database. Reopening the spreadsheet reloads the linked data.
+
+> **note**:
+>    To update pivots and lists data without reopening a spreadsheet, go to the menu bar and click
+   :menuselection:`Data --> Refresh all data`.
+
+## Pivot data
+
+Using :guilabel:`Refresh all data` only updates existing pivot cells. If new cells need to be added,
+go to the menu bar and click :menuselection:`Data --> Re-insert pivot` to fully update the pivot.
+Alternatively, click :guilabel:`Insert pivot`, select the pivot, and tick :guilabel:`Display missing
+cells only` to preview first the missing data.
+
+   .. image:: insert/missing-cells.png
+      :align: center
+      :alt: Displaying missing cells in a pivot
+
+To change which records are :ref:`used by the pivot <search/preconfigured-filters>`, right-click on
+a pivot cell, select :guilabel:`See pivot properties`, and click :guilabel:`Edit domain`.

package/payload/skills/odoo18-docs/references/docs/applications/productivity/spreadsheet/templates.md

@@ -0,0 +1,70 @@
+---
+title: "Templates"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/spreadsheet/templates.html"
+---
+
+=========
+# Templates
+
+Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
+example, you could create a template for a monthly budget report or a quarterly sales commission
+report.
+
+> **note**:
+>    Templates are available to all users on the database.
+
+.. _spreadsheet/templates/create:
+
+# Create a template
+
+Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one
+<documents/documents/spreadsheet>`. From the menu bar, click :menuselection:`File -->
+Save as template`. Modify the default :guilabel:`Template Name` if needed and click
+:guilabel:`Confirm`.
+
+> **important**:
+>    Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
+   saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit
+   the template <spreadsheet/templates/manage>`.
+
+You can also create a template by :ref:`making a copy of an existing template and editing it
+<spreadsheet/templates/manage>`.
+
+.. _spreadsheet/templates/use:
+
+# Use templates
+
+To create a new spreadsheet using a template, open the Documents app and click
+:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`.
+
+Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then,
+on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`.
+
+> **note**:
+>    By default, the new spreadsheet inherits the name of the template, which is shown at the top of
+   the screen. To rename the spreadsheet, click the name and edit it.
+
+.. _spreadsheet/templates/manage:
+
+# Manage and edit templates
+
+Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`.
+Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all
+templates in the database.
+
+Various actions are possible:
+
+- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of
+  the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to
+  edit it.
+
+- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil`
+  :guilabel:`Edit`, then making the required changes. Modifications are
+  automatically saved.
+
+- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog`
+  :guilabel:`Actions`, then :guilabel:`Delete`.
+
+> **tip**:
+>    Use the download button under the :guilabel:`Spreadsheet file` column to export a template in
+   JSON format. The file can be imported into another database.

package/payload/skills/odoo18-docs/references/docs/applications/productivity/spreadsheet.md

@@ -0,0 +1,46 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/spreadsheet.html"
+---
+
+:show-content:
+:hide-page-toc:
+# 
+# Spreadsheet
+
+.. toctree::
+   :titlesonly:
+
+   spreadsheet/insert
+   spreadsheet/functions
+   spreadsheet/templates
+   spreadsheet/global_filters
+
+Spreadsheet lets you organize, analyze, and visualize your data in tabular form. Among others, you
+can:
+
+- :doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) <spreadsheet/insert>`.
+- :doc:`Use global filters <spreadsheet/global_filters>`.
+- :doc:`Use formulas and functions <spreadsheet/functions>`.
+- :doc:`Create and use templates <spreadsheet/templates>`.
+- Format data.
+- Sort and filter data.
+
+.. _spreadsheet/glossary:
+
+# Glossary
+
+Some of Spreadsheet's main :abbr:`UI (user interface)` elements are highlighted and defined below.
+
+.. image:: spreadsheet/ui-elements.png
+   :align: center
+   :alt: Spreadsheet main UI elements
+
+#. Menu bar
+#. Top bar
+#. Formula bar
+#. Filters button
+#. Row header
+#. Column header
+#. Cell menu
+#. Bottom bar

package/payload/skills/odoo18-docs/references/docs/applications/productivity/to_do.md

@@ -0,0 +1,92 @@
+---
+title: "To-do"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/to_do.html"
+---
+
+=====
+# To-do
+
+To-do assists you in organizing and managing personal tasks.
+
+# Creating to-dos
+
+To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) next to a stage name.
+Add a title to your to-do, then click :guilabel:`Add` to save it or :guilabel:`Edit` to access more
+options.
+
+If you choose to :guilabel:`Edit` a to-do, you have the option to add :guilabel:`Tags`,
+:guilabel:`Assignees`, or more information using the Odoo Editor.
+
+> **note**:
+>    - Adding :guilabel:`Assignees` shares the to-do with the users selected.
+   - Type `/` in the editor box to structure and format your content. You can also add media, links,
+     and widgets.
+
+> **tip**:
+>    You can create a new to-do on the fly from anywhere in Odoo by opening the **command palette
+   tool** with the keyboard shortcut ´ctrl+k´ and clicking :guilabel:`Add a To-Do`, or by clicking
+   the clock button and then :guilabel:`Add a To-Do`.
+
+   .. image:: to_do/add-on-the-fly.png
+      :alt: Adding a to-do on the fly
+
+## Converting to-dos into project tasks
+
+If you use the :doc:`Project app <../services/project>`, you can convert to-dos into project tasks.
+To do so, open a to-do and click the gear button (:guilabel:`⚙`), then :guilabel:`Convert to Task`.
+
+Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and :guilabel:`Tags`, then click
+:guilabel:`Convert to Task`. The to-do is now a project task and appears in the selected project.
+
+.. image:: to_do/convert-task-button.png
+   :alt: Converting a to-do into a task
+
+# Managing the to-do pipeline
+
+Your assigned **to-dos** are displayed on the app dashboard. You can drag and drop a to-do to move
+it from one stage to another.
+
+.. image:: to_do/to-do-pipeline.png
+   :alt: Example of a to-do pipeline
+
+> **tip**:
+>    - Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to create a new
+     stage.
+   - Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, :guilabel:`Edit`,
+     or :guilabel:`Delete` it.
+
+    .. image:: to_do/stage-options.png
+       :alt: Stage settings button
+
+## Scheduling activities
+
+To schedule an activity on a to-do, click the clock button on the app dashboard, then the
+:guilabel:`+ Schedule an activity` button.
+
+.. image:: to_do/schedule-activity.png
+   :alt: Scheduling an activity from the To-do dashboard
+
+To create the activity:
+
+- Select an :guilabel:`Activity Type`.
+- Select a :guilabel:`Due date`.
+- Choose who the activity should be :guilabel:`Assigned to`.
+- Add a brief :guilabel:`Summary` if needed. You can add a more elaborate description in the
+  :guilabel:`Log a note` box.
+
+Click :guilabel:`Schedule` to complete the action.
+
+> **note**:
+>    The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not create a to-do task.
+
+## Viewing to-dos in the Project app
+
+If you use the :doc:`Project app <../services/project>`, your to-dos also appear as private tasks
+under the :guilabel:`My Tasks` view.
+
+.. image:: to_do/my-task-pipeline.png
+   :alt: Example of a "My Tasks" pipeline in the Project app
+
+> **note**:
+>    A padlock icon is visible on your private tasks to quickly identify them among your project
+   tasks.

package/payload/skills/odoo18-docs/references/docs/applications/productivity/voip/axivox/axivox_config.md

@@ -0,0 +1,74 @@
+---
+title: "VoIP services in Odoo with Axivox"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/voip/axivox/axivox_config.html"
+---
+
+=================================
+# VoIP services in Odoo with Axivox
+
+# Introduction
+
+Odoo VoIP (Voice over Internet Protocol) can be set up to work together with [Axivox
+](https://www.axivox.com/). In that case, a VoIP server is **not** necessary, as the
+infrastructure is hosted and managed by Axivox.
+
+To use this service, [contact Axivox ](https://www.axivox.com/en/contact) to open an account.
+Before doing so, verify that Axivox covers the company's area, along with the areas the company's
+users wish to call.
+
+# Configuration
+
+To configure Axivox in Odoo, go to the :menuselection:`Apps` application, and search for `VoIP`.
+Then, install the :guilabel:`VoIP` module.
+
+Next, go to :menuselection:`Settings app --> General Settings --> Integrations section`, and fill
+out the :guilabel:`VoIP` field:
+
+- :guilabel:`OnSIP Domain`: set the domain created by Axivox for the account (e.g.,
+  `yourcompany.axivox.com`)
+- :guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`
+- :guilabel:`VoIP Environment`: set as :guilabel:`Production`
+
+.. image:: axivox_config/voip-configuration.png
+   :align: center
+   :alt: Integration of Axivox as VoIP provider in an Odoo database.
+
+> **tip**:
+>    Access the domain on the Axivox administrative panel by navigating to [https://manage.axivox.com/
+   ](https://manage.axivox.com/). After logging into the portal, go to :menuselection:`Users -->
+   Edit (next to any user) --> SIP Identifiers tab --> Domain`.
+
+## Configure VoIP user in Odoo
+
+Next, the user is configured in Odoo, which **must** take place for every Axivox/Odoo user using
+VoIP.
+
+In Odoo, go to :menuselection:`Settings app --> Users & Companies --> Users`, then open the desired
+user's form to configure :abbr:`VoIP (Voice over Internet Protocol)`. Under the
+:guilabel:`Preferences` tab, fill out the :guilabel:`VOIP Configuration` section:
+
+- :guilabel:`VoIP username` / :guilabel:`Extension number`: (Axivox) :guilabel:`SIP username`
+- :guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`
+- :guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`
+- :guilabel:`Call from another device`: option to always transfer phone calls to handset
+- :guilabel:`External device number`: SIP external phone extension
+- :guilabel:`Reject incoming calls`: option to reject all incoming calls
+- :guilabel:`How to place calls on mobile`: method to make calls on a mobile device
+
+.. image:: axivox_config/odoo-user.png
+   :align: center
+   :alt: Integration of Axivox user in the Odoo user preference.
+
+> **tip**:
+>    Access the domain on the Axivox administrative panel by navigating to [https://manage.axivox.com/
+   ](https://manage.axivox.com/). After logging into the portal, go to :menuselection:`Users -->
+   Edit (next to the user) --> SIP Identifiers tab --> SIP username / SIP password`.
+
+   .. image:: axivox_config/manager-sip.png
+      :align: center
+      :alt: SIP credentials in the Axivox manager.
+
+> **important**:
+>    When entering the :guilabel:`SIP Password` into the user's :guilabel:`Preferences` tab, this
+   value **must** be typed out manually and **not** pasted in. Pasting in causes a `401 server
+   rejection error`.