Initial commit: Odoo 18.0-20251222 extra-addons

account_dashboard_banner/README.rst

@@ -0,0 +1,152 @@
+.. 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:fa75cd0388f3a14931f7963eec0bec827c2ed902c0c6e7dc1a295695f0a2c1f5
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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.

account_dashboard_banner/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from .post_install import create_default_account_dashboard_cells

account_dashboard_banner/__manifest__.py

@@ -0,0 +1,29 @@
+# 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": "18.0.1.1.0",
+    "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,
+}

account_dashboard_banner/i18n/account_dashboard_banner.pot

@@ -0,0 +1,246 @@
+# 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 ""

account_dashboard_banner/i18n/fr.po

@@ -0,0 +1,263 @@
+# 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"
+"POT-Creation-Date: 2025-07-06 14:17+0000\n"
+"PO-Revision-Date: 2025-09-05 00:42+0000\n"
+"Last-Translator: Alexis de Lattre <alexis@via.ecp.fr>\n"
+"Language-Team: \n"
+"Language: fr\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: nplurals=2; plural=n > 1;\n"
+"X-Generator: Weblate 5.10.4\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 "supérieur au maximum"
+
+#. module: account_dashboard_banner
+#: model:ir.model,name:account_dashboard_banner.model_account_dashboard_banner_cell
+msgid "Accounting Dashboard Banner Cell"
+msgstr "Cellule du bandeau du tableau de bord de la comptabilité"
+
+#. 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 "entre le minimum et le maximum"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__cell_type
+msgid "Cell Type"
+msgstr "Type de cellule"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__create_uid
+msgid "Created by"
+msgstr "Créé par"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__create_date
+msgid "Created on"
+msgstr "Créé le"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__custom_label
+msgid "Custom Label"
+msgstr "Libellé personnalisé"
+
+#. 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 "Libellé personnalisé (facultatif)"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__custom_tooltip
+msgid "Custom Tooltip"
+msgstr "Info-bulle personnalisée"
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "Custom Tooltip (optional)"
+msgstr "Info-bulle personnalisée (facultatif)"
+
+#. 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 "Dette client"
+
+#. 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 "Impayés client"
+
+#. module: account_dashboard_banner
+#: model:ir.ui.menu,name:account_dashboard_banner.account_dashboard_config
+msgid "Dashboard"
+msgstr "Tableau de bord"
+
+#. 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 "Cellules du bandeau du tableau de bord"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__display_name
+msgid "Display Name"
+msgstr "Nom affiché"
+
+#. 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 "Revenus depuis le début de l'exercice comptable"
+
+#. 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 "Date de verrouillage globale"
+
+#. 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 "Date de verrouillage ferme"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__id
+msgid "ID"
+msgstr "ID"
+
+#. 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 "Dernière mise à jour par"
+
+#. 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 "Dernière mise à jour le"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__liquidity
+msgid "Liquidity"
+msgstr "Liquidités"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_max
+msgid "Maximum"
+msgstr "Maximum"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_min
+msgid "Minimum"
+msgstr "Minimum"
+
+#. 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 "Revenus depuis le début du mois"
+
+#. 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 ""
+"Pour la cellule '%(cell_type)s' dont l'avertissement est activé, le minimum "
+"(%(warn_min)s) doit être inférieur au maximum (%(warn_max)s)."
+
+#. 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 "Date de verrouillage des achats"
+
+#. 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 "Revenus depuis le début du trimestre"
+
+#. 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 "Date de verrouillage des ventes"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__sequence
+msgid "Sequence"
+msgstr "Séquence"
+
+#. 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 "Dette fournisseur"
+
+#. 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 "Date de verrouillage de la déclaration de TVA"
+
+#. 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 "inférieur au minimum"
+
+#. 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 "inférieur au minimum ou supérieur au maximum"
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "Warn If"
+msgstr "Avertissement si"
+
+#. 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 "Nb jours avertissement verrouillage"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_type
+msgid "Warn Type"
+msgstr "Type d'avertissement"
+
+#. 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 "Afficher le type d'avertissement"
+
+#. 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 "Avertissement si la date de verrouillage est antérieure à"
+
+#. 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 ""
+"Avertissement si la date de verrouillage est supérieure à N jours. Doit être "
+"positif ou nul."
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn
+msgid "Warning"
+msgstr "Avertissement"
+
+#. 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 "Revenus depuis le début de l'année"
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "days"
+msgstr "jours"
+
+#. module: account_dashboard_banner
+#. odoo-python
+#: code:addons/account_dashboard_banner/models/account_dashboard_banner_cell.py:0
+msgid "from %s"
+msgstr "depuis le %s"
+
+#. 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 "avec date d'échéance antérieure au %s"
+
+#~ msgid "Balance of account(s) %(account_codes)s%(specific)s."
+#~ msgstr "Solde du/des compte(s) %(account_codes)s%(specific)s."
+
+#~ msgid "None"
+#~ msgstr "Aucun"
+
+#~ msgid "_compute_warn_fields"
+#~ msgstr "calculer les champs d'avertissement"

account_dashboard_banner/i18n/it.po

@@ -0,0 +1,253 @@
+# 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"
+"PO-Revision-Date: 2025-07-21 10:25+0000\n"
+"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
+"Language-Team: none\n"
+"Language: it\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: nplurals=2; plural=n != 1;\n"
+"X-Generator: Weblate 5.10.4\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 "Oltre il massimo"
+
+#. module: account_dashboard_banner
+#: model:ir.model,name:account_dashboard_banner.model_account_dashboard_banner_cell
+msgid "Accounting Dashboard Banner Cell"
+msgstr "Cella del banner della bacheca di contabilità"
+
+#. 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 "Tra minimo e massimo"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__cell_type
+msgid "Cell Type"
+msgstr "Tipo cella"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__create_uid
+msgid "Created by"
+msgstr "Creato da"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__create_date
+msgid "Created on"
+msgstr "Creato il"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__custom_label
+msgid "Custom Label"
+msgstr "Etichetta personalizzata"
+
+#. 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 "Etichetta personalizzata (opzionale)"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__custom_tooltip
+msgid "Custom Tooltip"
+msgstr "Descrizione personalizzata"
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "Custom Tooltip (optional)"
+msgstr "Descrizione personalizzata (opzionale)"
+
+#. 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 "Debito cliente"
+
+#. 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 "Scaduto cliente"
+
+#. module: account_dashboard_banner
+#: model:ir.ui.menu,name:account_dashboard_banner.account_dashboard_config
+msgid "Dashboard"
+msgstr "Bacheca"
+
+#. 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 "Celle banner bacheca"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__display_name
+msgid "Display Name"
+msgstr "Nome visualizzato"
+
+#. 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 "Ricavi attuali anno fiscale"
+
+#. 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 "Data blocco globale"
+
+#. 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 "Data blocco elevato"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__id
+msgid "ID"
+msgstr "ID"
+
+#. 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 "Ultimo aggiornamento di"
+
+#. 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 "Ultimo aggiornamento il"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields.selection,name:account_dashboard_banner.selection__account_dashboard_banner_cell__cell_type__liquidity
+msgid "Liquidity"
+msgstr "Liquidità"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_max
+msgid "Maximum"
+msgstr "Massimo"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_min
+msgid "Minimum"
+msgstr "Minimo"
+
+#. 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 "Ricavi mensili attuali"
+
+#. 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 ""
+"Nella cella '%(cell_type)s' con avviso abilitato, il minimo (%(warn_min)s) "
+"deve essere inferiore al massimo (%(warn_max)s)."
+
+#. 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 "Data blocco acquisti"
+
+#. 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 "Ricavi trimestrali attuali"
+
+#. 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 "Data blocco vendite"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__sequence
+msgid "Sequence"
+msgstr "Sequenza"
+
+#. 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 "Debito fornitore"
+
+#. 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 "Data blocco rimborso imposta"
+
+#. 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 "Inferiore al minimo"
+
+#. 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 "Inferiore al minimo o superiore al massimo"
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "Warn If"
+msgstr "Avvisa se"
+
+#. 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 "Giorni avviso data blocco"
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn_type
+msgid "Warn Type"
+msgstr "Tipo avviso"
+
+#. 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 "Visualizza tipo avviso"
+
+#. 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 "Avvisa se la data di blocco è più vecchia di"
+
+#. 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 ""
+"Avvisa se la data di blocco è più vecchia di N giorni deve essere positivo o "
+"nullo."
+
+#. module: account_dashboard_banner
+#: model:ir.model.fields,field_description:account_dashboard_banner.field_account_dashboard_banner_cell__warn
+msgid "Warning"
+msgstr "Attenzione"
+
+#. 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 "Ricavi annuali attuali"
+
+#. module: account_dashboard_banner
+#: model_terms:ir.ui.view,arch_db:account_dashboard_banner.account_dashboard_banner_cell_form
+msgid "days"
+msgstr "giorni"
+
+#. module: account_dashboard_banner
+#. odoo-python
+#: code:addons/account_dashboard_banner/models/account_dashboard_banner_cell.py:0
+msgid "from %s"
+msgstr "da %s"
+
+#. 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 "con data scadenza anteriore a %s"

account_dashboard_banner/models/__init__.py

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

account_dashboard_banner/models/account_dashboard_banner_cell.py

@@ -0,0 +1,328 @@
+# Copyright 2025 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+from odoo.osv import expression
+from odoo.tools import date_utils
+from odoo.tools.misc import format_amount, format_date
+
+
+class AccountDashboardBannerCell(models.Model):
+    _name = "account.dashboard.banner.cell"
+    _description = "Accounting Dashboard Banner Cell"
+    _order = "sequence, id"
+
+    sequence = fields.Integer()
+    cell_type = fields.Selection(
+        [
+            ("income_fiscalyear", "Fiscal Year-to-date Income"),
+            ("income_year", "Year-to-date Income"),
+            ("income_quarter", "Quarter-to-date Income"),
+            ("income_month", "Month-to-date Income"),
+            ("liquidity", "Liquidity"),
+            ("customer_debt", "Customer Debt"),
+            ("customer_overdue", "Customer Overdue"),
+            ("supplier_debt", "Supplier Debt"),
+            # for lock dates, the key matches exactly the field name on res.company
+            ("tax_lock_date", "Tax Return Lock Date"),
+            ("sale_lock_date", "Sales Lock Date"),
+            ("purchase_lock_date", "Purchase Lock Date"),
+            ("fiscalyear_lock_date", "Global Lock Date"),
+            ("hard_lock_date", "Hard Lock Date"),
+        ],
+        required=True,
+    )
+    custom_label = fields.Char()
+    custom_tooltip = fields.Char()
+    warn = fields.Boolean(string="Warning")
+    warn_lock_date_days = fields.Integer(
+        compute="_compute_warn_fields", store=True, readonly=False, precompute=True
+    )
+    warn_min = fields.Float(string="Minimum")
+    warn_max = fields.Float(string="Maximum")
+    warn_type_show = fields.Boolean(
+        compute="_compute_warn_fields", store=True, precompute=True
+    )
+    warn_type = fields.Selection(
+        [
+            ("under", "Under Minimum"),
+            ("above", "Above Maximum"),
+            ("outside", "Under Minimum or Above Maximum"),
+            ("inside", "Between Minimum and Maximum"),
+        ],
+        default="under",
+    )
+
+    _sql_constraints = [
+        (
+            "warn_lock_date_days_positive",
+            "CHECK(warn_lock_date_days >= 0)",
+            "Warn if lock date is older than N days must be positive or null.",
+        )
+    ]
+
+    @api.constrains("warn_min", "warn_max", "warn_type", "warn", "cell_type")
+    def _check_warn_config(self):
+        for cell in self:
+            if (
+                cell.cell_type
+                and not cell.cell_type.endswith("_lock_date")
+                and cell.warn
+                and cell.warn_type in ("outside", "inside")
+                and cell.warn_max <= cell.warn_min
+            ):
+                cell_type2label = dict(
+                    self.fields_get("cell_type", "selection")["cell_type"]["selection"]
+                )
+                raise ValidationError(
+                    _(
+                        "On cell '%(cell_type)s' with warning enabled, "
+                        "the minimum (%(warn_min)s) must be under "
+                        "the maximum (%(warn_max)s).",
+                        cell_type=cell_type2label[cell.cell_type],
+                        warn_min=cell.warn_min,
+                        warn_max=cell.warn_max,
+                    )
+                )
+
+    @api.model
+    def _default_warn_lock_date_days(self, cell_type):
+        defaultmap = {
+            "tax_lock_date": 61,  # 2 months
+            "sale_lock_date": 35,  # 1 month + a few days
+            "purchase_lock_date": 61,
+            "fiscalyear_lock_date": 61,  # 2 months
+            "hard_lock_date": 520,  # FY final closing, 1 year + 5 months
+        }
+        return defaultmap.get(cell_type)
+
+    @api.depends("cell_type", "warn")
+    def _compute_warn_fields(self):
+        for cell in self:
+            warn_type_show = False
+            warn_lock_date_days = 0
+            if cell.cell_type and cell.warn:
+                if cell.cell_type.endswith("_lock_date"):
+                    warn_lock_date_days = self._default_warn_lock_date_days(
+                        cell.cell_type
+                    )
+                else:
+                    warn_type_show = True
+            cell.warn_type_show = warn_type_show
+            cell.warn_lock_date_days = warn_lock_date_days
+
+    @api.model
+    def get_banner_data(self):
+        """This is the method called by the JS code that displays the banner"""
+        company = self.env.company
+        return self._prepare_banner_data(company)
+
+    def _prepare_speedy(self, company):
+        lock_date_fields = [
+            "tax_lock_date",
+            "sale_lock_date",
+            "purchase_lock_date",
+            "fiscalyear_lock_date",
+            "hard_lock_date",
+        ]
+        speedy = {
+            "cell_type2label": dict(
+                self.fields_get("cell_type", "selection")["cell_type"]["selection"]
+            ),
+            "lock_date2help": dict(
+                (key, value["help"])
+                for (key, value) in company.fields_get(lock_date_fields, "help").items()
+            ),
+            "today": fields.Date.context_today(self),
+        }
+        return speedy
+
+    @api.model
+    def _prepare_banner_data(self, company):
+        # The order in this list will be the display order in the banner
+        # In fact, it's not a list but a dict. I tried to make it work by returning
+        # a list but it seems OWL only accepts dicts (I always get errors on lists)
+        cells = self.search([])
+        speedy = cells._prepare_speedy(company)
+        res = {}
+        seq = 0
+        for cell in cells:
+            seq += 1
+            cell_data = cell._prepare_cell_data(company, speedy)
+            cell._update_cell_warn(cell_data)
+            res[seq] = cell_data
+        # from pprint import pprint
+        # pprint(res)
+        return res
+
+    def _prepare_cell_data_liquidity(self, company, speedy):
+        self.ensure_one()
+        journals = self.env["account.journal"].search(
+            [
+                ("company_id", "=", company.id),
+                ("type", "in", ("bank", "cash", "credit")),
+                ("default_account_id", "!=", False),
+            ]
+        )
+        accounts = journals.default_account_id
+        return (accounts, 1, False, False)
+
+    def _prepare_cell_data_supplier_debt(self, company, speedy):
+        accounts = (
+            self.env["res.partner"]
+            ._fields["property_account_payable_id"]
+            .get_company_dependent_fallback(self.env["res.partner"])
+        )
+        return (accounts, -1, False, False)
+
+    def _prepare_cell_data_income(self, company, speedy):
+        cell_type = self.cell_type
+        accounts = self.env["account.account"].search(
+            [
+                ("company_ids", "in", [company.id]),
+                ("account_type", "in", ("income", "income_other")),
+            ]
+        )
+        if cell_type == "income_fiscalyear":
+            start_date, end_date = date_utils.get_fiscal_year(
+                speedy["today"],
+                day=company.fiscalyear_last_day,
+                month=int(company.fiscalyear_last_month),
+            )
+        elif cell_type == "income_month":
+            start_date = speedy["today"] + relativedelta(day=1)
+        elif cell_type == "income_year":
+            start_date = speedy["today"] + relativedelta(day=1, month=1)
+        elif cell_type == "income_quarter":
+            month_start_quarter = 3 * ((speedy["today"].month - 1) // 3) + 1
+            start_date = speedy["today"] + relativedelta(
+                day=1, month=month_start_quarter
+            )
+        specific_domain = [("date", ">=", start_date)]
+        specific_tooltip = _("from %s") % format_date(self.env, start_date)
+        return (accounts, -1, specific_domain, specific_tooltip)
+
+    def _prepare_cell_data_customer_debt(self, company, speedy):
+        accounts = (
+            self.env["res.partner"]
+            ._fields["property_account_receivable_id"]
+            .get_company_dependent_fallback(self.env["res.partner"])
+        )
+        if hasattr(company, "account_default_pos_receivable_account_id"):
+            accounts |= company.account_default_pos_receivable_account_id
+        return (accounts, 1, False, False)
+
+    def _prepare_cell_data_customer_overdue(self, company, speedy):
+        accounts, sign, specific_domain, specific_tooltip = (
+            self._prepare_cell_data_customer_debt(company, speedy)
+        )
+        specific_domain = expression.OR(
+            [
+                [("date_maturity", "=", False)],
+                [("date_maturity", "<", speedy["today"])],
+                [
+                    ("date_maturity", "=", speedy["today"]),
+                    ("journal_id.type", "!=", "sale"),
+                ],
+            ]
+        )
+        specific_tooltip = _("with due date before %s") % format_date(
+            self.env, speedy["today"]
+        )
+        return (accounts, sign, specific_domain, specific_tooltip)
+
+    def _prepare_cell_data(self, company, speedy):
+        """Inherit this method to change the computation of a cell type"""
+        self.ensure_one()
+        cell_type = self.cell_type
+        value = raw_value = tooltip = warn = False
+        if cell_type.endswith("lock_date"):
+            raw_value = company[cell_type]
+            value = raw_value and format_date(self.env, raw_value)
+            tooltip = speedy["lock_date2help"][cell_type]
+            if self.warn:
+                if not raw_value:
+                    warn = True
+                elif raw_value < speedy["today"] - relativedelta(
+                    days=self.warn_lock_date_days
+                ):
+                    warn = True
+        else:
+            accounts = False
+            if hasattr(self, f"_prepare_cell_data_{cell_type}"):
+                specific_method = getattr(self, f"_prepare_cell_data_{cell_type}")
+                accounts, sign, specific_domain, specific_tooltip = specific_method(
+                    company, speedy
+                )
+            elif cell_type.startswith("income_"):
+                accounts, sign, specific_domain, specific_tooltip = (
+                    self._prepare_cell_data_income(company, speedy)
+                )
+            if accounts:
+                domain = (specific_domain or []) + [
+                    ("company_id", "=", company.id),
+                    ("account_id", "in", accounts.ids),
+                    ("date", "<=", speedy["today"]),
+                    ("parent_state", "=", "posted"),
+                ]
+                rg_res = self.env["account.move.line"]._read_group(
+                    domain, aggregates=["balance:sum"]
+                )
+                assert sign in (1, -1)
+                raw_value = rg_res and rg_res[0][0] * sign or 0
+                value = format_amount(self.env, raw_value, company.currency_id)
+                tooltip = _(
+                    "Balance of account(s) %(account_codes)s%(specific)s.",
+                    account_codes=", ".join(accounts.mapped("code")),
+                    specific=specific_tooltip and f" {specific_tooltip}" or "",
+                )
+        res = {
+            "cell_type": cell_type,
+            "label": self.custom_label or speedy["cell_type2label"][cell_type],
+            "raw_value": raw_value,
+            "value": value or _("None"),
+            "tooltip": self.custom_tooltip or tooltip,
+            "warn": warn,
+        }
+        return res
+
+    def _update_cell_warn(self, cell_data):
+        self.ensure_one()
+        if (
+            not cell_data.get("warn")
+            and self.warn
+            and self.warn_type
+            and isinstance(cell_data["raw_value"], (int | float))
+        ):
+            raw_value = cell_data["raw_value"]
+            if (
+                (self.warn_type == "under" and raw_value < self.warn_min)
+                or (self.warn_type == "above" and raw_value > self.warn_max)
+                or (
+                    self.warn_type == "outside"
+                    and (raw_value < self.warn_min or raw_value > self.warn_max)
+                )
+                or (
+                    self.warn_type == "inside"
+                    and raw_value > self.warn_min
+                    and raw_value < self.warn_max
+                )
+            ):
+                cell_data["warn"] = True
+
+    @api.depends("cell_type", "custom_label")
+    def _compute_display_name(self):
+        type2name = dict(
+            self.fields_get("cell_type", "selection")["cell_type"]["selection"]
+        )
+        for cell in self:
+            display_name = "-"
+            if cell.custom_label:
+                display_name = cell.custom_label
+            elif cell.cell_type:
+                display_name = type2name[cell.cell_type]
+            cell.display_name = display_name

account_dashboard_banner/post_install.py

@@ -0,0 +1,18 @@
+# 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).
+
+# I create default cells via post-install script instead of
+# data/account_dashboard_banner_cell.xml
+# to avoid the problem when a user deletes a cell that has an XMLID
+# and Odoo would re-create the cells when the module is reloaded
+def create_default_account_dashboard_cells(env):
+    vals_list = [
+        {"cell_type": "hard_lock_date", "sequence": 10, "warn": True},
+        {"cell_type": "income_fiscalyear", "sequence": 20},
+        {"cell_type": "customer_overdue", "sequence": 30},
+        {"cell_type": "customer_debt", "sequence": 40},
+        {"cell_type": "supplier_debt", "sequence": 50},
+        {"cell_type": "liquidity", "sequence": 60, "warn": True, "warn_type": "under"},
+    ]
+    env["account.dashboard.banner.cell"].create(vals_list)

account_dashboard_banner/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

account_dashboard_banner/readme/CONFIGURE.md

@@ -0,0 +1,34 @@
+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](../static/description/banner_cell_config.png)
+
+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](../static/description/cell_form_with_warning.png)

account_dashboard_banner/readme/CONTRIBUTORS.md

@@ -0,0 +1 @@
+- Alexis de Lattre \<<alexis.delattre@akretion.com>\>

account_dashboard_banner/readme/DESCRIPTION.md

@@ -0,0 +1,13 @@
+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!

account_dashboard_banner/readme/USAGE.md

@@ -0,0 +1,3 @@
+Enjoy the accounting dashboard with the banner at the top:
+
+![Accounting dashboard with banner](../static/description/account_dashboard_banner.png)

account_dashboard_banner/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_account_dashboard_banner_cell_manager,Full access on account.dashboard.banner.cell,model_account_dashboard_banner_cell,account.group_account_manager,1,1,1,1
+access_account_dashboard_banner_cell_user,Read access on account.dashboard.banner.cell,model_account_dashboard_banner_cell,account.group_account_user,1,0,0,0
+access_account_dashboard_banner_cell_auditor,Read access on account.dashboard.banner.cell,model_account_dashboard_banner_cell,account.group_account_readonly,1,0,0,0

account_dashboard_banner/static/description/index.html

@@ -0,0 +1,484 @@
+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
+<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
+<head>
+<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
+<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
+<title>README.rst</title>
+<style type="text/css">
+
+/*
+:Author: David Goodger (goodger@python.org)
+:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
+:Copyright: This stylesheet has been placed in the public domain.
+
+Default cascading style sheet for the HTML output of Docutils.
+Despite the name, some widely supported CSS2 features are used.
+
+See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
+customize this style sheet.
+*/
+
+/* used to remove borders from tables and images */
+.borderless, table.borderless td, table.borderless th {
+  border: 0 }
+
+table.borderless td, table.borderless th {
+  /* Override padding for "table.docutils td" with "! important".
+     The right padding separates the table cells. */
+  padding: 0 0.5em 0 0 ! important }
+
+.first {
+  /* Override more specific margin styles with "! important". */
+  margin-top: 0 ! important }
+
+.last, .with-subtitle {
+  margin-bottom: 0 ! important }
+
+.hidden {
+  display: none }
+
+.subscript {
+  vertical-align: sub;
+  font-size: smaller }
+
+.superscript {
+  vertical-align: super;
+  font-size: smaller }
+
+a.toc-backref {
+  text-decoration: none ;
+  color: black }
+
+blockquote.epigraph {
+  margin: 2em 5em ; }
+
+dl.docutils dd {
+  margin-bottom: 0.5em }
+
+object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
+  overflow: hidden;
+}
+
+/* Uncomment (and remove this text!) to get bold-faced definition list terms
+dl.docutils dt {
+  font-weight: bold }
+*/
+
+div.abstract {
+  margin: 2em 5em }
+
+div.abstract p.topic-title {
+  font-weight: bold ;
+  text-align: center }
+
+div.admonition, div.attention, div.caution, div.danger, div.error,
+div.hint, div.important, div.note, div.tip, div.warning {
+  margin: 2em ;
+  border: medium outset ;
+  padding: 1em }
+
+div.admonition p.admonition-title, div.hint p.admonition-title,
+div.important p.admonition-title, div.note p.admonition-title,
+div.tip p.admonition-title {
+  font-weight: bold ;
+  font-family: sans-serif }
+
+div.attention p.admonition-title, div.caution p.admonition-title,
+div.danger p.admonition-title, div.error p.admonition-title,
+div.warning p.admonition-title, .code .error {
+  color: red ;
+  font-weight: bold ;
+  font-family: sans-serif }
+
+/* Uncomment (and remove this text!) to get reduced vertical space in
+   compound paragraphs.
+div.compound .compound-first, div.compound .compound-middle {
+  margin-bottom: 0.5em }
+
+div.compound .compound-last, div.compound .compound-middle {
+  margin-top: 0.5em }
+*/
+
+div.dedication {
+  margin: 2em 5em ;
+  text-align: center ;
+  font-style: italic }
+
+div.dedication p.topic-title {
+  font-weight: bold ;
+  font-style: normal }
+
+div.figure {
+  margin-left: 2em ;
+  margin-right: 2em }
+
+div.footer, div.header {
+  clear: both;
+  font-size: smaller }
+
+div.line-block {
+  display: block ;
+  margin-top: 1em ;
+  margin-bottom: 1em }
+
+div.line-block div.line-block {
+  margin-top: 0 ;
+  margin-bottom: 0 ;
+  margin-left: 1.5em }
+
+div.sidebar {
+  margin: 0 0 0.5em 1em ;
+  border: medium outset ;
+  padding: 1em ;
+  background-color: #ffffee ;
+  width: 40% ;
+  float: right ;
+  clear: right }
+
+div.sidebar p.rubric {
+  font-family: sans-serif ;
+  font-size: medium }
+
+div.system-messages {
+  margin: 5em }
+
+div.system-messages h1 {
+  color: red }
+
+div.system-message {
+  border: medium outset ;
+  padding: 1em }
+
+div.system-message p.system-message-title {
+  color: red ;
+  font-weight: bold }
+
+div.topic {
+  margin: 2em }
+
+h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
+h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
+  margin-top: 0.4em }
+
+h1.title {
+  text-align: center }
+
+h2.subtitle {
+  text-align: center }
+
+hr.docutils {
+  width: 75% }
+
+img.align-left, .figure.align-left, object.align-left, table.align-left {
+  clear: left ;
+  float: left ;
+  margin-right: 1em }
+
+img.align-right, .figure.align-right, object.align-right, table.align-right {
+  clear: right ;
+  float: right ;
+  margin-left: 1em }
+
+img.align-center, .figure.align-center, object.align-center {
+  display: block;
+  margin-left: auto;
+  margin-right: auto;
+}
+
+table.align-center {
+  margin-left: auto;
+  margin-right: auto;
+}
+
+.align-left {
+  text-align: left }
+
+.align-center {
+  clear: both ;
+  text-align: center }
+
+.align-right {
+  text-align: right }
+
+/* reset inner alignment in figures */
+div.align-right {
+  text-align: inherit }
+
+/* div.align-center * { */
+/*   text-align: left } */
+
+.align-top    {
+  vertical-align: top }
+
+.align-middle {
+  vertical-align: middle }
+
+.align-bottom {
+  vertical-align: bottom }
+
+ol.simple, ul.simple {
+  margin-bottom: 1em }
+
+ol.arabic {
+  list-style: decimal }
+
+ol.loweralpha {
+  list-style: lower-alpha }
+
+ol.upperalpha {
+  list-style: upper-alpha }
+
+ol.lowerroman {
+  list-style: lower-roman }
+
+ol.upperroman {
+  list-style: upper-roman }
+
+p.attribution {
+  text-align: right ;
+  margin-left: 50% }
+
+p.caption {
+  font-style: italic }
+
+p.credits {
+  font-style: italic ;
+  font-size: smaller }
+
+p.label {
+  white-space: nowrap }
+
+p.rubric {
+  font-weight: bold ;
+  font-size: larger ;
+  color: maroon ;
+  text-align: center }
+
+p.sidebar-title {
+  font-family: sans-serif ;
+  font-weight: bold ;
+  font-size: larger }
+
+p.sidebar-subtitle {
+  font-family: sans-serif ;
+  font-weight: bold }
+
+p.topic-title {
+  font-weight: bold }
+
+pre.address {
+  margin-bottom: 0 ;
+  margin-top: 0 ;
+  font: inherit }
+
+pre.literal-block, pre.doctest-block, pre.math, pre.code {
+  margin-left: 2em ;
+  margin-right: 2em }
+
+pre.code .ln { color: gray; } /* line numbers */
+pre.code, code { background-color: #eeeeee }
+pre.code .comment, code .comment { color: #5C6576 }
+pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
+pre.code .literal.string, code .literal.string { color: #0C5404 }
+pre.code .name.builtin, code .name.builtin { color: #352B84 }
+pre.code .deleted, code .deleted { background-color: #DEB0A1}
+pre.code .inserted, code .inserted { background-color: #A3D289}
+
+span.classifier {
+  font-family: sans-serif ;
+  font-style: oblique }
+
+span.classifier-delimiter {
+  font-family: sans-serif ;
+  font-weight: bold }
+
+span.interpreted {
+  font-family: sans-serif }
+
+span.option {
+  white-space: nowrap }
+
+span.pre {
+  white-space: pre }
+
+span.problematic, pre.problematic {
+  color: red }
+
+span.section-subtitle {
+  /* font-size relative to parent (h1..h6 element) */
+  font-size: 80% }
+
+table.citation {
+  border-left: solid 1px gray;
+  margin-left: 1px }
+
+table.docinfo {
+  margin: 2em 4em }
+
+table.docutils {
+  margin-top: 0.5em ;
+  margin-bottom: 0.5em }
+
+table.footnote {
+  border-left: solid 1px black;
+  margin-left: 1px }
+
+table.docutils td, table.docutils th,
+table.docinfo td, table.docinfo th {
+  padding-left: 0.5em ;
+  padding-right: 0.5em ;
+  vertical-align: top }
+
+table.docutils th.field-name, table.docinfo th.docinfo-name {
+  font-weight: bold ;
+  text-align: left ;
+  white-space: nowrap ;
+  padding-left: 0 }
+
+/* "booktabs" style (no vertical lines) */
+table.docutils.booktabs {
+  border: 0px;
+  border-top: 2px solid;
+  border-bottom: 2px solid;
+  border-collapse: collapse;
+}
+table.docutils.booktabs * {
+  border: 0px;
+}
+table.docutils.booktabs th {
+  border-bottom: thin solid;
+  text-align: left;
+}
+
+h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
+h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
+  font-size: 100% }
+
+ul.auto-toc {
+  list-style-type: none }
+
+</style>
+</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:fa75cd0388f3a14931f7963eec0bec827c2ed902c0c6e7dc1a295695f0a2c1f5
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<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/18.0/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-18-0/account-financial-tools-18-0-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=18.0"><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/18.0/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>Sales Lock Date</em>, <em>Purchase Lock Date</em>, <em>Global Lock Date</em> and
+<em>Hard 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/18.0/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/18.0/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:%2018.0%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/18.0/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>

account_dashboard_banner/static/src/views/account_dashboard_kanban_banner.esm.js

@@ -0,0 +1,36 @@
+/*
+  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 {DashboardKanbanRecord} from "@account/views/account_dashboard_kanban/account_dashboard_kanban_record";
+import {DashboardKanbanRenderer} from "@account/views/account_dashboard_kanban/account_dashboard_kanban_renderer";
+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 {
+    static template = "account_dashboard_banner.AccountDashboardBannerRenderer";
+    static components = {
+        ...DashboardKanbanRenderer.components,
+        KanbanRecord: DashboardKanbanRecord,
+    };
+
+    setup() {
+        super.setup();
+        this.orm = useService("orm");
+
+        onWillStart(async () => {
+            this.state.banner = await this.orm.call("account.dashboard.banner.cell", "get_banner_data");
+        });
+    }
+}
+
+export const accountDashboardKanbanBanner = {
+    ...kanbanView,
+    Renderer: DashboardKanbanRendererBanner,
+};
+
+registry.category("views").add("account_dashboard_kanban_banner", accountDashboardKanbanBanner);

account_dashboard_banner/static/src/views/account_dashboard_kanban_banner.xml

@@ -0,0 +1,27 @@
+<?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.DashboardKanbanRenderer" t-inherit-mode="primary">
+    <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>

account_dashboard_banner/tests/__init__.py

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

account_dashboard_banner/tests/test_banner.py

@@ -0,0 +1,58 @@
+# 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",
+            "sale_lock_date",
+            "purchase_lock_date",
+            "fiscalyear_lock_date",
+            "hard_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"))

account_dashboard_banner/views/account_dashboard_banner_cell.xml

@@ -0,0 +1,59 @@
+<?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).
+-->
+
+<odoo>
+
+    <record id="account_dashboard_banner_cell_form" model="ir.ui.view">
+        <field name="model">account.dashboard.banner.cell</field>
+        <field name="arch" type="xml">
+            <form>
+                <group name="main">
+                    <group name="main-left">
+                            <field name="cell_type"/>
+                            <field name="warn_type_show" invisible="1"/>
+                            <field name="warn"/>
+                        <label for="warn_lock_date_days" string="Warn if lock date is older than" invisible="not warn or cell_type not in ('tax_lock_date', 'sale_lock_date', 'purchase_lock_date', 'fiscalyear_lock_date', 'hard_lock_date')"/>
+                        <div name="warn_lock_date_days" invisible="not warn or cell_type not in ('tax_lock_date', 'sale_lock_date', 'purchase_lock_date', 'fiscalyear_lock_date', 'hard_lock_date')">
+                            <field name="warn_lock_date_days" class="oe_inline"/> days
+                        </div>
+                        <field name="warn_type" invisible="not warn_type_show" required="warn_type_show" string="Warn If"/>
+                        <field name="warn_min" invisible="not warn_type_show or warn_type == 'above'"/>
+                        <field name="warn_max" invisible="not warn_type_show or warn_type == 'under'"/>
+                    </group>
+                    <group name="main-right">
+                        <field name="custom_label" string="Custom Label (optional)" />
+                        <field name="custom_tooltip" string="Custom Tooltip (optional)"/>
+                    </group>
+                </group>
+            </form>
+        </field>
+    </record>
+
+    <record id="account_dashboard_banner_cell_list" model="ir.ui.view">
+        <field name="model">account.dashboard.banner.cell</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="sequence" widget="handle"/>
+                <field name="cell_type"/>
+                <field name="warn" optional="show"/>
+                <field name="custom_label" string="Custom Label (optional)" optional="show"/>
+                <field name="custom_tooltip" optional="hide"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="account_dashboard_banner_cell_action" model="ir.actions.act_window">
+        <field name="name">Dashboard Banner Cells</field>
+        <field name="res_model">account.dashboard.banner.cell</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+    <menuitem id="account_dashboard_config" name="Dashboard" parent="account.menu_finance_configuration" sequence="200"/>
+
+    <menuitem id="account_dashboard_banner_cell_menu" action="account_dashboard_banner_cell_action" sequence="10" parent="account_dashboard_config"/>
+
+</odoo>

account_dashboard_banner/views/account_journal_dashboard.xml

@@ -0,0 +1,20 @@
+<?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).
+-->
+
+<odoo>
+
+    <record id="account_journal_dashboard_kanban_view" model="ir.ui.view">
+        <field name="model">account.journal</field>
+        <field name="inherit_id" ref="account.account_journal_dashboard_kanban_view"/>
+        <field name="arch" type="xml">
+            <kanban position="attributes">
+                <attribute name="js_class">account_dashboard_kanban_banner</attribute>
+            </kanban>
+        </field>
+    </record>
+
+</odoo>