PyPI - odoo-addon-account-dashboard-banner - Versions diffs - 16.0.1.0.1.1__py3-none-any.whl - Mend

odoo-addon-account-dashboard-banner 16.0.1.0.1.1__py3-none-any.whl

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odoo/addons/account_dashboard_banner/static/description/index.html ADDED Viewed

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+</head>
+<body>
+<div class="document">
+<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
+<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
+</a>
+<div class="section" id="account-dashboard-banner">
+<h1>Account Dashboard Banner</h1>
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:e802752b049f891ea4c459b60097080416380c8c6115bdbd57801d7edbbc8a09
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_dashboard_banner"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_dashboard_banner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p>The development of this module started with a simple analysis:
+accountants tend to forget to update the lock dates. Part of the problem
+lies in the fact that the lock dates can be seen in the wizard to update
+the lock dates, but accountants have no incentive to start this wizard
+regularly to check the lock dates. The idea was to display the lock
+dates in a banner at the top of the accounting dashboard, so that
+accountants have the value of the lock dates in front of their eyes.</p>
+<p>With such a banner in the accounting dashboard to display the lock
+dates, there was a great temptation to display other interesting
+information in that banner, such as some key figures of the accounting:
+liquidity, turnover, customer overdue, etc. It gave birth to the idea to
+have a configurable banner in the accounting dashboard!</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
+<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="configuration">
+<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
+<p>Go to the menu <strong>Invoicing &gt; Configuration &gt; Dashboard &gt; Dashboard
+Banner Cells</strong>: in this menu, you can add or remove cells from the
+banner, change the cell type, modify the order via drag-and-drop,
+customize the labels if necessary.</p>
+<p><img alt="Cell configuration menu" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_dashboard_banner/static/description/banner_cell_config.png" /></p>
+<p>Many cell types are available:</p>
+<ul class="simple">
+<li><strong>Income</strong> with 4 options: <em>Fiscal Year-to-date Income</em>, <em>Year-to-date
+Income</em>, <em>Quarter-to-date Income</em> and <em>Month-to-date Income</em>. It
+displays the period balance of the accounts with type <em>Income</em> and
+<em>Other Income</em>.</li>
+<li><strong>Liquidity</strong>: it display the ending balance of the accounts linked to
+a bank or cash or credit journal.</li>
+<li><strong>Customer Debt</strong>: it displays the ending balance of the default
+<em>Account Receivable</em> and, if the point of sale is installed, the
+intermediary account used for unidentified customers.</li>
+<li><strong>Customer Overdue</strong>: same as the <em>Customer Debt</em>, but limited to
+journal items with a due date in the past.</li>
+<li><strong>Supplier Debt</strong>: it displays the ending balance of the default
+<em>Account Payable</em>.</li>
+<li><strong>Lock dates</strong>: all the lock dates are available: <em>Tax Return Lock
+Date</em>, <em>Journals Entries Lock Date</em> and <em>All Users Lock Date</em>.</li>
+</ul>
+<p>The module is designed to allow the modification of the computation of
+the different cell types by inheriting the method
+<em>_prepare_cell_data_&lt;cell_type&gt;()</em> or <em>_prepare_cell_data()</em>. It is
+also easy for a developper to add more cell types.</p>
+<p>It is possible to display a cell as a warning cell (yellow background
+color instead of light grey): click on the <em>Warning</em> option and
+customize the conditions to trigger the warning.</p>
+<p><img alt="Cell form with warning" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_dashboard_banner/static/description/cell_form_with_warning.png" /></p>
+</div>
+<div class="section" id="usage">
+<h2><a class="toc-backref" href="#toc-entry-2">Usage</a></h2>
+<p>Enjoy the accounting dashboard with the banner at the top:</p>
+<p><img alt="Accounting dashboard with banner" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_dashboard_banner/static/description/account_dashboard_banner.png" /></p>
+</div>
+<div class="section" id="bug-tracker">
+<h2><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h2>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_dashboard_banner%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h2><a class="toc-backref" href="#toc-entry-4">Credits</a></h2>
+<div class="section" id="authors">
+<h3><a class="toc-backref" href="#toc-entry-5">Authors</a></h3>
+<ul class="simple">
+<li>Akretion</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h3><a class="toc-backref" href="#toc-entry-6">Contributors</a></h3>
+<ul class="simple">
+<li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h3><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h3>
+<p>This module is maintained by the OCA.</p>
+<a class="reference external image-reference" href="https://odoo-community.org">
+<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
+</a>
+<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.</p>
+<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
+<p><a class="reference external image-reference" href="https://github.com/alexis-via"><img alt="alexis-via" src="https://github.com/alexis-via.png?size=40px" /></a></p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_dashboard_banner">OCA/account-financial-tools</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</div>
+</body>
+</html>

odoo/addons/account_dashboard_banner/static/src/views/account_dashboard_kanban_banner.esm.js ADDED Viewed

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+/** @odoo-module **/
+/*
+  Copyright 2025 Akretion France (https://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+*/
+import {
+    AccountDropZone,
+    DashboardKanbanRecord,
+    DashboardKanbanRenderer,
+} from "@account/components/bills_upload/bills_upload";
+import {kanbanView} from "@web/views/kanban/kanban_view";
+import {onWillStart} from "@odoo/owl";
+import {registry} from "@web/core/registry";
+import {useService} from "@web/core/utils/hooks";
+export class DashboardKanbanRendererBanner extends DashboardKanbanRenderer {
+    setup() {
+        super.setup();
+        this.orm = useService("orm");
+        onWillStart(async () => {
+            this.state.banner = await this.orm.call(
+                "account.dashboard.banner.cell",
+                "get_banner_data"
+            );
+        });
+    }
+}
+DashboardKanbanRendererBanner.components = {
+    ...DashboardKanbanRenderer.components,
+    AccountDropZone,
+    KanbanRecord: DashboardKanbanRecord,
+};
+DashboardKanbanRendererBanner.template =
+    "account_dashboard_banner.AccountDashboardBannerRenderer";
+export const accountDashboardKanbanBanner = {
+    ...kanbanView,
+    Renderer: DashboardKanbanRendererBanner,
+};
+registry
+    .category("views")
+    .add("account_dashboard_kanban_banner", accountDashboardKanbanBanner);

odoo/addons/account_dashboard_banner/static/src/views/account_dashboard_kanban_banner.xml ADDED Viewed

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+  Copyright 2025 Akretion France (https://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<templates xml:space="preserve">
+<t
+        t-name="account_dashboard_banner.AccountDashboardBannerRenderer"
+        t-inherit="account.KanbanRenderer"
+        t-inherit-mode="primary"
+        owl="1"
+    >
+    <xpath expr="//div[hasclass('o_kanban_renderer')]" position="before">
+        <div
+                class="d-none d-md-flex position-sticky start-0 d-flex o_form_statusbar"
+                id="dashboard_banner"
+            >
+            <t
+                    t-foreach="Object.entries(state.banner)"
+                    t-as="cell_entry"
+                    t-key="cell_entry[0]"
+                >
+                <t t-set="cell_data" t-value="cell_entry[1]" />
+                <div
+                        id="cell_banner_ok"
+                        t-if="!cell_data.warn"
+                        t-attf-class="o_arrow_button flex-grow-1 d-flex flex-column p-1 text-center"
+                        t-att-data-tooltip="cell_data['tooltip']"
+                    >
+                    <strong class="mx-2" t-out="cell_data['label']" />
+                    <span t-out="cell_data['value']" class="h2 m-0 text-primary" />
+                </div>
+                <div
+                        id="cell_banner_warn"
+                        t-if="cell_data.warn"
+                        t-attf-class="o_arrow_button flex-grow-1 d-flex flex-column p-1 text-center alert alert-warning"
+                        t-att-data-tooltip="cell_data['tooltip']"
+                    >
+                    <strong class="mx-2" t-out="cell_data['label']" />
+                    <span t-out="cell_data['value']" class="h2 m-0 text-primary" />
+                </div>
+            </t>
+        </div>
+    </xpath>
+</t>
+</templates>

odoo/addons/account_dashboard_banner/tests/__init__.py ADDED Viewed

	@@ -0,0 +1 @@
1	+ from . import test_banner

odoo/addons/account_dashboard_banner/tests/test_banner.py ADDED Viewed

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+# Copyright 2025 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+@tagged("post_install", "-at_install")
+class TestAccountDashboardBanner(TransactionCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.cell_obj = cls.env["account.dashboard.banner.cell"]
+        cls.test_custom_label = "TEST Custom Label"
+        cls.test_custom_tooltip = "TEST customer tooltip"
+        # add cell_types that don't already exists
+        existing = cls.cell_obj.search_read([], ["cell_type"])
+        existing_cell_types = [x["cell_type"] for x in existing]
+        to_create_vals = []
+        for cell_type in [
+            "income_fiscalyear",
+            "income_year",
+            "income_quarter",
+            "income_month",
+            "liquidity",
+            "customer_debt",
+            "customer_overdue",
+            "supplier_debt",
+            "tax_lock_date",
+            "period_lock_date",
+            "fiscalyear_lock_date",
+        ]:
+            if cell_type not in existing_cell_types:
+                to_create_vals.append({"cell_type": cell_type})
+        cls.cell_obj.create(to_create_vals)
+        fy_lock_cell = cls.cell_obj.search([("cell_type", "=", "fiscalyear_lock_date")])
+        fy_lock_cell.write(
+            {
+                "custom_label": cls.test_custom_label,
+                "custom_tooltip": cls.test_custom_tooltip,
+                "warn": True,
+            }
+        )
+    def test_banner(self):
+        res = self.cell_obj.get_banner_data()
+        self.assertIsInstance(res, dict)
+        self.assertEqual(len(res), self.cell_obj.search_count([]))
+        for cell_entry in res.items():
+            cell_data = cell_entry[1]
+            if cell_data["cell_type"] == "fiscalyear_lock_date":
+                self.assertEqual(cell_data["label"], self.test_custom_label)
+                self.assertEqual(cell_data["tooltip"], self.test_custom_tooltip)
+                if not self.env.company.fiscalyear_lock_date:
+                    self.assertTrue(cell_data.get("warn"))