Initial commit: Odoo 18.0-20251222 extra-addons
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account_dashboard_banner/readme/CONFIGURE.md
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account_dashboard_banner/readme/CONFIGURE.md
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Go to the menu **Invoicing \> Configuration \> Dashboard \> Dashboard
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Banner Cells**: in this menu, you can add or remove cells from the
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banner, change the cell type, modify the order via drag-and-drop,
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customize the labels if necessary.
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Many cell types are available:
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- **Income** with 4 options: *Fiscal Year-to-date Income*, *Year-to-date
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Income*, *Quarter-to-date Income* and *Month-to-date Income*. It
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displays the period balance of the accounts with type *Income* and
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*Other Income*.
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- **Liquidity**: it display the ending balance of the accounts linked to
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a bank or cash or credit journal.
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- **Customer Debt**: it displays the ending balance of the default
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*Account Receivable* and, if the point of sale is installed, the
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intermediary account used for unidentified customers.
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- **Customer Overdue**: same as the *Customer Debt*, but limited to
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journal items with a due date in the past.
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- **Supplier Debt**: it displays the ending balance of the default
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*Account Payable*.
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- **Lock dates**: all the lock dates are available: *Tax Return Lock
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Date*, *Sales Lock Date*, *Purchase Lock Date*, *Global Lock Date* and
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*Hard Lock Date*.
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The module is designed to allow the modification of the computation of
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the different cell types by inheriting the method
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*\_prepare_cell_data_<cell_type>()* or *\_prepare_cell_data()*.
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It is also easy for a developper to add more cell types.
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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.
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account_dashboard_banner/readme/CONTRIBUTORS.md
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account_dashboard_banner/readme/CONTRIBUTORS.md
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- Alexis de Lattre \<<alexis.delattre@akretion.com>\>
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account_dashboard_banner/readme/DESCRIPTION.md
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account_dashboard_banner/readme/DESCRIPTION.md
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The development of this module started with a simple analysis: accountants
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tend to forget to update the lock dates. Part of the problem lies in the
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fact that the lock dates can be seen in the wizard to update the lock
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dates, but accountants have no incentive to start this wizard regularly
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to check the lock dates. The idea was to display the lock dates in a
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banner at the top of the accounting dashboard, so that accountants
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have the value of the lock dates in front of their eyes.
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With such a banner in the accounting dashboard to display the lock
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dates, there was a great temptation to display other interesting
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information in that banner, such as some key figures of the accounting:
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liquidity, turnover, customer overdue, etc. It gave birth to the idea to
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have a configurable banner in the accounting dashboard!
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account_dashboard_banner/readme/USAGE.md
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account_dashboard_banner/readme/USAGE.md
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Enjoy the accounting dashboard with the banner at the top:
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