Initial commit: Odoo 18.0-20251222 extra-addons
Some checks failed
pre-commit / pre-commit (push) Has been cancelled
tests / Detect unreleased dependencies (push) Has been cancelled
tests / test with OCB (push) Has been cancelled
tests / test with Odoo (push) Has been cancelled

This commit is contained in:
tocmo0nlord
2026-03-13 20:43:25 +00:00
parent 36e847a7df
commit adbe430761
9472 changed files with 1265727 additions and 0 deletions

View File

@@ -0,0 +1,101 @@
.. 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 MIS Builder
====================================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:f2555a59fe0edae31c150e1bc68ce96c7f6a33ee83721fce0567d5ce174928fa
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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_mis_builder
: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_mis_builder
: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|
This module allows to display MIS Builder KPIs in the accounting
dashboard banner. That way, accountants can display any figure they want
in the accounting dashboard banner!
**Table of contents**
.. contents::
:local:
Configuration
=============
Go to the menu **Invoicing > Configuration > Dashboard > Dashboard
Banner Cells** and create a new cell with type **MIS Builder KPI**. You
will have to select:
- MIS Report
- MIS Report KPI
- MIS Report Period
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_mis_builder%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_mis_builder>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

View File

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

View File

@@ -0,0 +1,20 @@
# 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 MIS Builder",
"version": "18.0.1.0.0",
"category": "Accounting",
"license": "AGPL-3",
"summary": "Display MIS builder KPIs in the accounting dashboard banner",
"author": "Akretion,Odoo Community Association (OCA)",
"maintainers": ["alexis-via"],
"development_status": "Beta",
"website": "https://github.com/OCA/account-financial-tools",
"depends": ["account_dashboard_banner", "mis_builder"],
"data": [
"views/account_dashboard_banner_cell.xml",
],
"installable": True,
}

View File

@@ -0,0 +1,96 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_dashboard_banner_mis_builder
#
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_mis_builder
#: model:ir.model,name:account_dashboard_banner_mis_builder.model_account_dashboard_banner_cell
msgid "Accounting Dashboard Banner Cell"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__cell_type
msgid "Cell Type"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_num_display_currency
msgid "Display Currency"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid "Expression: %(kpi_expression)s."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields.selection,name:account_dashboard_banner_mis_builder.selection__account_dashboard_banner_cell__cell_type__mis_builder
msgid "MIS Builder KPI"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid "MIS Builder KPI: %(kpi)s. From %(date_from)s to %(date_to)s."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_instance_id
msgid "MIS Report"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_id
msgid "MIS Report KPI"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_instance_period_id
msgid "MIS Report Period"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_id
msgid "MIS Report Template"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"On MIS Builder cells, you must configure a MIS Report, a related KPI and a "
"related Period."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"The MIS Report KPI '%(kpi)s' is attached to MIS Report Template "
"'%(kpi_report)s' whereas the MIS Report '%(instance)s' is attached to MIS "
"Report Template '%(instance_report)s'."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"The MIS Report Period '%(period)s' is attached to MIS Report "
"'%(period_report)s' and not to the selected MIS Report '%(report)s'."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_type
msgid "Value type"
msgstr ""

View File

@@ -0,0 +1,105 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_dashboard_banner_mis_builder
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-08-19 11:34+0000\n"
"PO-Revision-Date: 2025-08-19 11:34+0000\n"
"Last-Translator: Alexis de Lattre <alexis.delattre@akretion.com>\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: \n"
#. module: account_dashboard_banner_mis_builder
#: model:ir.model,name:account_dashboard_banner_mis_builder.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_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__cell_type
msgid "Cell Type"
msgstr "Type de cellule"
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_num_display_currency
msgid "Display Currency"
msgstr "Afficher la devise"
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid "Expression: %(kpi_expression)s."
msgstr "Expression : %(kpi_expression)s."
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields.selection,name:account_dashboard_banner_mis_builder.selection__account_dashboard_banner_cell__cell_type__mis_builder
msgid "MIS Builder KPI"
msgstr "KPI MIS Builder"
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid "MIS Builder KPI: %(kpi)s. From %(date_from)s to %(date_to)s."
msgstr "KPI MIS Builder : %(kpi)s. Du %(date_from)s au %(date_to)s."
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_instance_id
msgid "MIS Report"
msgstr "Rapport MIS"
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_id
msgid "MIS Report KPI"
msgstr "KPI de rapport MIS"
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_instance_period_id
msgid "MIS Report Period"
msgstr "Période du rapport MIS"
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_id
msgid "MIS Report Template"
msgstr "Modèle de rapport MIS"
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"On MIS Builder cells, you must configure a MIS Report, a related KPI and a related Period."
msgstr ""
"Dans les cellules MIS Builder, vous devez configurer un rapport MIS, un "
"KPI associé et une période associée."
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"The MIS Report KPI '%(kpi)s' is attached to MIS Report Template "
"'%(kpi_report)s' whereas the MIS Report '%(instance)s' is attached to MIS "
"Report Template '%(instance_report)s'."
msgstr ""
"Le KPI de rapport MIS '%(kpi)s' est attaché au modèle de rapport MIS "
"'%(kpi_report)s' tandis que le rapport MIS '%(instance)s' est attaché au "
"modèle de rapport MIS '%(instance_report)s'."
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"The MIS Report Period '%(period)s' is attached to MIS Report '%(period_report)s' and "
"not to the selected MIS Report '%(report)s'."
msgstr ""
"La période de rapport MIS \"%(period)s\" est rattachée au rapport MIS \"%(period_report)s\" "
"et non au rapport MIS sélectionné \"%(report)s\"."
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_type
msgid "Value type"
msgstr "Type de valeur"

View File

@@ -0,0 +1,97 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_dashboard_banner_mis_builder
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: Automatically generated\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"
#. module: account_dashboard_banner_mis_builder
#: model:ir.model,name:account_dashboard_banner_mis_builder.model_account_dashboard_banner_cell
msgid "Accounting Dashboard Banner Cell"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__cell_type
msgid "Cell Type"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_num_display_currency
msgid "Display Currency"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid "Expression: %(kpi_expression)s."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields.selection,name:account_dashboard_banner_mis_builder.selection__account_dashboard_banner_cell__cell_type__mis_builder
msgid "MIS Builder KPI"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid "MIS Builder KPI: %(kpi)s. From %(date_from)s to %(date_to)s."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_instance_id
msgid "MIS Report"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_id
msgid "MIS Report KPI"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_instance_period_id
msgid "MIS Report Period"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_id
msgid "MIS Report Template"
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"On MIS Builder cells, you must configure a MIS Report, a related KPI and a "
"related Period."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"The MIS Report KPI '%(kpi)s' is attached to MIS Report Template "
"'%(kpi_report)s' whereas the MIS Report '%(instance)s' is attached to MIS "
"Report Template '%(instance_report)s'."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#. odoo-python
#: code:addons/account_dashboard_banner_mis_builder/models/account_dashboard_banner_cell.py:0
msgid ""
"The MIS Report Period '%(period)s' is attached to MIS Report "
"'%(period_report)s' and not to the selected MIS Report '%(report)s'."
msgstr ""
#. module: account_dashboard_banner_mis_builder
#: model:ir.model.fields,field_description:account_dashboard_banner_mis_builder.field_account_dashboard_banner_cell__mis_report_kpi_type
msgid "Value type"
msgstr ""

View File

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

View File

@@ -0,0 +1,165 @@
# 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 odoo import _, api, fields, models
from odoo.exceptions import ValidationError
from odoo.tools.misc import format_date
class AccountDashboardBannerCell(models.Model):
_inherit = "account.dashboard.banner.cell"
cell_type = fields.Selection(
selection_add=[("mis_builder", "MIS Builder KPI")],
ondelete={"mis_builder": "cascade"},
)
mis_report_instance_id = fields.Many2one("mis.report.instance", string="MIS Report")
mis_report_id = fields.Many2one(
related="mis_report_instance_id.report_id",
store=True,
string="MIS Report Template",
)
mis_report_kpi_id = fields.Many2one(
"mis.report.kpi",
string="MIS Report KPI",
domain="[('report_id', '=', mis_report_id)]",
)
mis_report_kpi_type = fields.Selection(related="mis_report_kpi_id.type")
# In mis_builder, the "type" field of a KPI can be "num" (numeric), but there is
# nothing that will tell you if it's a monetary KPI or just a number. So we
# add the field below.
mis_report_kpi_num_display_currency = fields.Boolean(
string="Display Currency", default=True
)
mis_report_instance_period_id = fields.Many2one(
"mis.report.instance.period",
string="MIS Report Period",
domain="[('report_instance_id', '=', mis_report_instance_id), "
"('source', 'in', ('actuals', 'actuals_alt'))]",
)
@api.constrains(
"mis_report_instance_id", "mis_report_instance_id", "mis_report_kpi_id"
)
def _check_mis_builder(self):
for cell in self:
if cell.cell_type == "mis_builder":
if (
not cell.mis_report_instance_id
or not cell.mis_report_kpi_id
or not cell.mis_report_instance_period_id
):
raise ValidationError(
_(
"On MIS Builder cells, you must configure a MIS Report, "
"a related KPI and a related Period."
)
)
mis_report = cell.mis_report_instance_id.report_id
if cell.mis_report_kpi_id.report_id != mis_report:
raise ValidationError(
_(
"The MIS Report KPI '%(kpi)s' is attached to "
"MIS Report Template '%(kpi_report)s' whereas "
"the MIS Report '%(instance)s' is attached to "
"MIS Report Template '%(instance_report)s'.",
kpi=cell.mis_report_kpi_id.display_name,
kpi_report=cell.mis_report_kpi_id.report_id.display_name,
instance=cell.mis_report_instance_id.display_name,
instance_report=cell.mis_report_instance_id.report_id.display_name,
)
)
if (
cell.mis_report_instance_period_id.report_instance_id
!= cell.mis_report_instance_id
):
raise ValidationError(
_(
"The MIS Report Period '%(period)s' is attached to "
"MIS Report '%(period_report)s' and not to "
"the selected MIS Report '%(report)s'.",
period=cell.mis_report_instance_period_id.display_name,
period_report=cell.mis_report_instance_period_id.report_instance_id.display_name,
report=cell.mis_report_instance_id.display_name,
)
)
def _prepare_speedy(self, company):
# We compute the MIS reports in _prepare_speedy() to mutualize MIS report
# evaluation to speed-up computation in case we display several KPIs
# from the same report and period
speedy = super()._prepare_speedy(company)
speedy["mis_style_obj"] = self.env["mis.report.style"]
speedy["mis_lang"] = self.env["res.lang"]._lang_get(self.env.user.lang)
speedy["mis_report"] = {}
# key = (report, period)
# value = {'kpis': locals_dict, 'date_from': .., 'date_to': ;;}
mis_cells = self.filtered(lambda x: x.cell_type == "mis_builder")
for mis_cell in mis_cells:
mis_report = mis_cell.mis_report_id
key = (mis_report.id, mis_cell.mis_report_instance_period_id.id)
if key not in speedy["mis_report"]:
date_from = mis_cell.mis_report_instance_period_id.date_from
date_to = mis_cell.mis_report_instance_period_id.date_to
currency = mis_cell.mis_report_instance_id.currency_id
aep = mis_report._prepare_aep(company, currency)
locals_dict = mis_report.evaluate(aep, date_from, date_to)
speedy["mis_report"][key] = {
"kpiname2value": locals_dict,
"date_from": date_from,
"date_to": date_to,
"date_from_formatted": format_date(self.env, date_from),
"date_to_formatted": format_date(self.env, date_to),
"currency": currency,
"report_style": mis_report.style_id,
}
return speedy
def _prepare_cell_data(self, company, speedy):
res = super()._prepare_cell_data(company, speedy)
if (
res["cell_type"] == "mis_builder"
and self.mis_report_instance_id
and self.mis_report_kpi_id
and self.mis_report_instance_period_id
):
kpi = self.mis_report_kpi_id
if not self.custom_label:
res["label"] = kpi.description
compute_res = speedy["mis_report"][
(self.mis_report_id.id, self.mis_report_instance_period_id.id)
]
raw_value = compute_res["kpiname2value"][kpi.name]
style_props = speedy["mis_style_obj"].merge(
[compute_res["report_style"], kpi.style_id]
)
value = speedy["mis_style_obj"].render(
speedy["mis_lang"], style_props, kpi.type, raw_value
)
if kpi.type == "num" and self.mis_report_kpi_num_display_currency:
currency = compute_res["currency"] or company.currency_id
cur_str = currency.symbol or currency.name
if currency.position == "before":
value = f"{cur_str} {value}"
elif currency.position == "after":
value = f"{value} {cur_str}"
res.update(
{
"value": value,
"raw_value": raw_value,
}
)
if not self.custom_tooltip:
res["tooltip"] = _(
"MIS Builder KPI: %(kpi)s. " "From %(date_from)s to %(date_to)s.",
kpi=kpi.display_name,
date_from=compute_res["date_from_formatted"],
date_to=compute_res["date_to_formatted"],
)
if not kpi.multi:
expr = _(
"Expression: %(kpi_expression)s.", kpi_expression=kpi.expression
)
res["tooltip"] = " ".join([res["tooltip"], expr])
return res

View File

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

View File

@@ -0,0 +1,6 @@
Go to the menu **Invoicing \> Configuration \> Dashboard \> Dashboard
Banner Cells** and create a new cell with type **MIS Builder KPI**. You will have to select:
- MIS Report
- MIS Report KPI
- MIS Report Period

View File

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

View File

@@ -0,0 +1 @@
This module allows to display MIS Builder KPIs in the accounting dashboard banner. That way, accountants can display any figure they want in the accounting dashboard banner!

Binary file not shown.

After

Width:  |  Height:  |  Size: 10 KiB

View File

@@ -0,0 +1,445 @@
<!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-mis-builder">
<h1>Account Dashboard Banner MIS Builder</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:f2555a59fe0edae31c150e1bc68ce96c7f6a33ee83721fce0567d5ce174928fa
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<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_mis_builder"><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_mis_builder"><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>This module allows to display MIS Builder KPIs in the accounting
dashboard banner. That way, accountants can display any figure they want
in the accounting dashboard banner!</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="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">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> and create a new cell with type <strong>MIS Builder KPI</strong>. You
will have to select:</p>
<ul class="simple">
<li>MIS Report</li>
<li>MIS Report KPI</li>
<li>MIS Report Period</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#toc-entry-2">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_mis_builder%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-3">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#toc-entry-4">Authors</a></h3>
<ul class="simple">
<li>Akretion</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#toc-entry-5">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-6">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_mis_builder">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>

View File

@@ -0,0 +1,37 @@
<?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="inherit_id" ref="account_dashboard_banner.account_dashboard_banner_cell_form"/>
<field name="arch" type="xml">
<field name="cell_type" position="after">
<field name="mis_report_instance_id" required="cell_type == 'mis_builder'" invisible="cell_type != 'mis_builder'"/>
<field name="mis_report_id" invisible="1"/>
<field name="mis_report_kpi_id" required="cell_type == 'mis_builder'" invisible="cell_type != 'mis_builder'"/>
<field name="mis_report_kpi_type" invisible="1"/>
<field name="mis_report_kpi_num_display_currency" required="cell_type == 'mis_builder' and mis_report_kpi_type == 'num'" invisible="cell_type != 'mis_builder' or mis_report_kpi_type != 'num'"/>
<field name="mis_report_instance_period_id" required="cell_type == 'mis_builder'" invisible="cell_type != 'mis_builder'"/>
</field>
</field>
</record>
<record id="account_dashboard_banner_cell_list" model="ir.ui.view">
<field name="model">account.dashboard.banner.cell</field>
<field name="inherit_id" ref="account_dashboard_banner.account_dashboard_banner_cell_list"/>
<field name="arch" type="xml">
<field name="cell_type" position="after">
<field name="mis_report_instance_id" invisible="cell_type != 'mis_builder'" optional="show"/>
<field name="mis_report_kpi_id" invisible="cell_type != 'mis_builder'" optional="show"/>
<field name="mis_report_instance_period_id" invisible="cell_type != 'mis_builder'" optional="hide"/>
</field>
</field>
</record>
</odoo>