odoo-addon-account-dashboard-banner 18.0.1.0.0.2__py3-none-any.whl

odoo/addons/account_dashboard_banner/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+========================
+Account Dashboard Banner
+========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:5e9e2774ec8cb77a588da7487088b41f701b5f7d1dd0f16fdb8c10b85a99bf6e
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-tools/tree/18.0/account_dashboard_banner
+    :alt: OCA/account-financial-tools
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-tools-18-0/account-financial-tools-18-0-account_dashboard_banner
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+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.
+
+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!
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Go to the menu **Invoicing > Configuration > Dashboard > Dashboard
+Banner Cells**: 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.
+
+|Cell configuration menu|
+
+Many cell types are available:
+
+- **Income** with 4 options: *Fiscal Year-to-date Income*, *Year-to-date
+  Income*, *Quarter-to-date Income* and *Month-to-date Income*. It
+  displays the period balance of the accounts with type *Income* and
+  *Other Income*.
+- **Liquidity**: it display the ending balance of the accounts linked to
+  a bank or cash or credit journal.
+- **Customer Debt**: it displays the ending balance of the default
+  *Account Receivable* and, if the point of sale is installed, the
+  intermediary account used for unidentified customers.
+- **Customer Overdue**: same as the *Customer Debt*, but limited to
+  journal items with a due date in the past.
+- **Supplier Debt**: it displays the ending balance of the default
+  *Account Payable*.
+- **Lock dates**: all the lock dates are available: *Tax Return Lock
+  Date*, *Sales Lock Date*, *Purchase Lock Date*, *Global Lock Date* and
+  *Hard Lock Date*.
+
+The module is designed to allow the modification of the computation of
+the different cell types by inheriting the method
+*\_prepare_cell_data\_<cell_type>()* or *\_prepare_cell_data()*. It is
+also easy for a developper to add more cell types.
+
+It is possible to display a cell as a warning cell (yellow background
+color instead of light grey): click on the *Warning* option and
+customize the conditions to trigger the warning.
+
+|Cell form with warning|
+
+.. |Cell configuration menu| image:: https://raw.githubusercontent.com/OCA/account-financial-tools/18.0/account_dashboard_banner/static/description/banner_cell_config.png
+.. |Cell form with warning| image:: https://raw.githubusercontent.com/OCA/account-financial-tools/18.0/account_dashboard_banner/static/description/cell_form_with_warning.png
+
+Usage
+=====
+
+Enjoy the accounting dashboard with the banner at the top:
+
+|Accounting dashboard with banner|
+
+.. |Accounting dashboard with banner| image:: https://raw.githubusercontent.com/OCA/account-financial-tools/18.0/account_dashboard_banner/static/description/account_dashboard_banner.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
+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
+`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_dashboard_banner%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Akretion
+
+Contributors
+------------
+
+- Alexis de Lattre <alexis.delattre@akretion.com>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
+    :target: https://github.com/alexis-via
+    :alt: alexis-via
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-alexis-via| 
+
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/18.0/account_dashboard_banner>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

odoo/addons/account_dashboard_banner/__init__.py

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+from . import models
+from .post_install import create_default_account_dashboard_cells

odoo/addons/account_dashboard_banner/__manifest__.py

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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).
+
+{
+    "name": "Account Dashboard Banner",
+    "version": "18.0.1.0.0",
+    "category": "Accounting",
+    "license": "AGPL-3",
+    "summary": "Add a configurable banner on the accounting dashboard",
+    "author": "Akretion,Odoo Community Association (OCA)",
+    "maintainers": ["alexis-via"],
+    "development_status": "Beta",
+    "website": "https://github.com/OCA/account-financial-tools",
+    "depends": ["account"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/account_journal_dashboard.xml",
+        "views/account_dashboard_banner_cell.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "account_dashboard_banner/static/src/views/account_dashboard_kanban_banner.esm.js",
+            "account_dashboard_banner/static/src/views/account_dashboard_kanban_banner.xml",
+        ],
+    },
+    "post_init_hook": "create_default_account_dashboard_cells",
+    "installable": True,
+}

odoo/addons/account_dashboard_banner/i18n/account_dashboard_banner.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_dashboard_banner
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 18.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__warn_type__above
+msgid "Above Maximum"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model,name:account_dashboard_banner.model_account_dashboard_banner_cell
+msgid "Accounting Dashboard Banner Cell"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__warn_type__inside
+msgid "Between Minimum and Maximum"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__cell_type
+msgid "Cell Type"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__create_uid
+msgid "Created by"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__create_date
+msgid "Created on"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__custom_label
+msgid "Custom Label"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_list
+msgid "Custom Label (optional)"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__custom_tooltip
+msgid "Custom Tooltip"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "Custom Tooltip (optional)"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__customer_debt
+msgid "Customer Debt"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__customer_overdue
+msgid "Customer Overdue"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.ui.menu,name:account_dashboard_banner.account_dashboard_config
+msgid "Dashboard"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.actions.act_window,name:account_dashboard_banner.account_dashboard_banner_cell_action
+#: model:ir.ui.menu,name:account_dashboard_banner.account_dashboard_banner_cell_menu
+msgid "Dashboard Banner Cells"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__income_fiscalyear
+msgid "Fiscal Year-to-date Income"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__fiscalyear_lock_date
+msgid "Global Lock Date"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__hard_lock_date
+msgid "Hard Lock Date"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__id
+msgid "ID"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__liquidity
+msgid "Liquidity"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_max
+msgid "Maximum"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_min
+msgid "Minimum"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__income_month
+msgid "Month-to-date Income"
+msgstr ""
+
+#. module: account_dashboard_banner
+#. odoo-python
+#: code:addons/account_dashboard_banner/models/account_dashboard_banner_cell.py:0
+msgid ""
+"On cell '%(cell_type)s' with warning enabled, the minimum (%(warn_min)s) "
+"must be under the maximum (%(warn_max)s)."
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__purchase_lock_date
+msgid "Purchase Lock Date"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__income_quarter
+msgid "Quarter-to-date Income"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__sale_lock_date
+msgid "Sales Lock Date"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__sequence
+msgid "Sequence"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__supplier_debt
+msgid "Supplier Debt"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__tax_lock_date
+msgid "Tax Return Lock Date"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__warn_type__under
+msgid "Under Minimum"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__warn_type__outside
+msgid "Under Minimum or Above Maximum"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "Warn If"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_lock_date_days
+msgid "Warn Lock Date Days"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_type
+msgid "Warn Type"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_type_show
+msgid "Warn Type Show"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "Warn if lock date is older than"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.constraint,message:account_dashboard_banner.constraint_account_dashboard_banner_cell_warn_lock_date_days_positive
+msgid "Warn if lock date is older than N days must be positive or null."
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn
+msgid "Warning"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__income_year
+msgid "Year-to-date Income"
+msgstr ""
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "days"
+msgstr ""
+
+#. module: account_dashboard_banner
+#. odoo-python
+#: code:addons/account_dashboard_banner/models/account_dashboard_banner_cell.py:0
+msgid "from %s"
+msgstr ""
+
+#. module: account_dashboard_banner
+#. odoo-python
+#: code:addons/account_dashboard_banner/models/account_dashboard_banner_cell.py:0
+msgid "with due date before %s"
+msgstr ""