Cybrosys Technologies
7 months ago
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.. image:: https://img.shields.io/badge/license-LGPL--3-green.svg |
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:target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html |
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:alt: License: LGPL-3 |
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|
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Sale Mini Dashboard |
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=================== |
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This module allow to displaying the count of quotations and sale orders, total amount for sale orders and total amount for quotations. |
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Company |
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------- |
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* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
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License |
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------- |
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* Lesser General Public License, Version 3 (LGPL v3). |
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(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) |
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|
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Credits |
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------- |
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Developer: (V17) Dhanya B, Contact : odoo@cybrosys.com |
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|
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Contacts |
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-------- |
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* Mail Contact : odoo@cybrosys.com |
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* Website : https://cybrosys.com |
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|
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Bug Tracker |
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----------- |
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Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
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Maintainer |
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========== |
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.. image:: https://cybrosys.com/images/logo.png |
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:target: https://cybrosys.com |
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|
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This module is maintained by Cybrosys Technologies. |
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For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
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Further information |
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=================== |
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HTML Description: `<static/description/index.html>`__ |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# You can modify it under the terms of the GNU LESSER |
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
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# (LGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################# |
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from . import models |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# You can modify it under the terms of the GNU LESSER |
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
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# (LGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################# |
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{ |
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'name': 'Sale Mini Dashboard', |
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'version': '18.0.1.0.0', |
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'category': 'Sales', |
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'summary': 'Mini dashboard for Sales, Displays the total amount and count' |
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' of Quotations and Sale Orders', |
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'description': """This module is developed for displaying the count of |
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quotations and sale orders, total amount for sale orders and total |
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amount for quotations.""", |
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'author': 'Cybrosys Techno Solutions', |
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'company': 'Cybrosys Techno Solutions', |
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'maintainer': 'Cybrosys Techno Solutions', |
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'website': 'https://www.cybrosys.com', |
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'depends': ['base', 'sale_management'], |
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'data': ['views/sale_order_views.xml'], |
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'assets': { |
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'web.assets_backend': [ |
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'sale_mini_dashboard/static/src/xml/*.xml', |
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'sale_mini_dashboard/static/src/js/*.js', |
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], |
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}, |
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'images': ['static/description/banner.png'], |
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'license': 'LGPL-3', |
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'installable': True, |
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'auto_install': False, |
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'application': False, |
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} |
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## Module <sale_mini_dashboard> |
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|
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#### 24.09.2024 |
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#### Version 18.0.1.0.0 |
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#### ADD |
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|
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- Initial commit for Sale Mini Dashboard |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# You can modify it under the terms of the GNU LESSER |
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
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# (LGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################# |
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from . import sale_order |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# You can modify it under the terms of the GNU LESSER |
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
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# (LGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################# |
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from odoo import api, models |
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from odoo.tools import format_amount |
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|
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class SaleOrder(models.Model): |
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"""Inherited the model for adding the dashboard values""" |
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_inherit = 'sale.order' |
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|
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@api.model |
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def get_dashboard_values(self): |
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"""This method returns values to the dashboard in sale order views.""" |
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result = { |
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'total_orders': 0, |
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'draft_orders': 0, |
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'sale_orders': 0, |
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'my_orders': 0, |
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'my_draft_orders': 0, |
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'my_sale_orders': 0, |
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'total_sale_amount': 0, |
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'total_draft_amount': 0, |
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} |
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sale_order = self.env['sale.order'] |
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user = self.env.user |
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result['total_orders'] = sale_order.search_count([]) |
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result['draft_orders'] = sale_order.search_count( |
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[('state', 'in', ['draft', 'sent'])]) |
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result['sale_orders'] = sale_order.search_count( |
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[('state', 'in', ['sale', 'done'])]) |
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result['my_orders'] = sale_order.search_count( |
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[('user_id', '=', user.id)]) |
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result['my_draft_orders'] = sale_order.search_count( |
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[('user_id', '=', user.id), ('state', 'in', ['draft', 'sent'])]) |
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result['my_sale_orders'] = sale_order.search_count( |
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[('user_id', '=', user.id), ('state', 'in', ['sale', 'done'])]) |
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order_sum = """select sum(amount_total) from sale_order where state |
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in ('sale', 'done')""" |
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self._cr.execute(order_sum) |
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res = self.env.cr.fetchone() |
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result['total_sale_amount'] = format_amount(self.env, res[0] or 0, |
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self.env.company.currency_id) |
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draft_sum = """select sum(amount_total) from sale_order where state |
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in ('draft', 'sent')""" |
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self._cr.execute(draft_sum) |
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res = self.env.cr.fetchone() |
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result['total_draft_amount'] = format_amount(self.env, res[0] or 0, |
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self.env.company.currency_id) |
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return result |
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/** @odoo-module */ |
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import { useService } from "@web/core/utils/hooks"; |
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const { Component, onWillStart } = owl; |
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|
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/** |
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* Sale Dashboard component for managing sales data and filters. |
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* @extends Component |
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*/ |
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export class SaleDashBoard extends Component { |
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/** |
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* Setup method for initializing the component. |
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*/ |
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setup() { |
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// Get references to Odoo services
|
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this.orm = useService("orm"); |
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this.action = useService("action"); |
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|
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// Fetch sales data when the component is about to start
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onWillStart(async () => { |
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this.saleData = await this.orm.call( |
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"sale.order", |
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"get_dashboard_values" |
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); |
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}); |
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} |
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|
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/** |
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* This method clears the current search query and activates |
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* the filters found in the `filter_name` attribute from the pressed button. |
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* @param {Event} ev - The event object from the button press. |
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*/ |
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setSearchContext(ev) { |
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// Extract filter names from the button attribute
|
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let filter_name = ev.currentTarget.getAttribute("filter_name"); |
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let filters = filter_name.split(','); |
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|
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// Get search items based on the specified filter names
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let searchItems = this.env.searchModel.getSearchItems((item) => filters.includes(item.name)); |
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|
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// Clear the current search query
|
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this.env.searchModel.query = []; |
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|
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// Activate filters in the search model
|
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for (const item of searchItems) { |
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this.env.searchModel.toggleSearchItem(item.id); |
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} |
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} |
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} |
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|
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// Template for the SaleDashBoard component
|
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SaleDashBoard.template = 'sale_mini_dashboard.SaleDashboard'; |
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/** @odoo-module **/ |
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import { registry } from "@web/core/registry"; |
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import { kanbanView } from '@web/views/kanban/kanban_view'; |
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import { KanbanRenderer } from '@web/views/kanban/kanban_renderer'; |
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import { SaleDashBoard } from '@sale_mini_dashboard/js/sale_dashboard'; |
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|
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/** |
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* Sale Dashboard Kanban Renderer class, extending the base KanbanRenderer. |
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* @extends KanbanRenderer |
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*/ |
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export class SaleDashBoardKanbanRenderer extends KanbanRenderer {}; |
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|
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// Template for the SaleDashBoardKanbanRenderer component
|
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SaleDashBoardKanbanRenderer.template = 'sale_mini_dashboard.SaleKanbanView'; |
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|
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// Components used by SaleDashBoardKanbanRenderer
|
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SaleDashBoardKanbanRenderer.components = Object.assign({}, KanbanRenderer.components, { SaleDashBoard }); |
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|
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/** |
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* Sale Dashboard Kanban View configuration. |
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* @type {Object} |
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*/ |
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export const SaleDashBoardKanbanView = { |
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...kanbanView, |
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// Use the custom SaleDashBoardKanbanRenderer as the renderer for the kanban view
|
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Renderer: SaleDashBoardKanbanRenderer, |
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}; |
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|
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// Register the Sale Dashboard Kanban View in the "views" category of the registry
|
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registry.category("views").add("sale_dashboard_kanban", SaleDashBoardKanbanView); |
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/** @odoo-module **/ |
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import { registry } from "@web/core/registry"; |
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import { listView } from "@web/views/list/list_view"; |
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import { ListRenderer } from "@web/views/list/list_renderer"; |
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import { SaleDashBoard } from '@sale_mini_dashboard/js/sale_dashboard'; |
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|
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/** |
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* Sale Dashboard Renderer class for list view, extending the base ListRenderer. |
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* @extends ListRenderer |
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*/ |
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export class SaleDashBoardRenderer extends ListRenderer {}; |
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|
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// Template for the SaleDashBoardRenderer component
|
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SaleDashBoardRenderer.template = 'sale_mini_dashboard.SaleListView'; |
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|
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// Components used by SaleDashBoardRenderer
|
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SaleDashBoardRenderer.components = Object.assign({}, ListRenderer.components, { SaleDashBoard }); |
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|
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/** |
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* Sale Dashboard List View configuration. |
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* @type {Object} |
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*/ |
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export const SaleDashBoardListView = { |
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...listView, |
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// Use the custom SaleDashBoardRenderer as the renderer for the list view
|
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Renderer: SaleDashBoardRenderer, |
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}; |
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|
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// Register the Sale Dashboard List View in the "views" category of the registry
|
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registry.category("views").add("sale_dashboard_list", SaleDashBoardListView); |
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<?xml version="1.0" encoding="UTF-8" ?> |
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<!--Template of dashboard--> |
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<templates> |
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<t t-name="sale_mini_dashboard.SaleDashboard" owl="1"> |
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<div class="o_sale_dashboard container-fluid py-4 border-bottom bg-white"> |
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<div class="row justify-content-between gap-3 gap-lg-0"> |
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<div class="col-12 col-lg-5 col-xl-5 col-xxl-4 flex-grow-1 flex-lg-grow-0 flex-shrink-0"> |
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<div class="grid gap-4"> |
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<div class="g-col-3 g-col-sm-2 d-flex align-items-center py-2 justify-content-end text-end justify-content-lg-start text-lg-start"> |
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All Orders |
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</div> |
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<div class="g-col-9 g-col-sm-10 grid gap-1" |
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style="display: flex; max-width:510px;"> |
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<div class="g-col-4 p-0" |
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t-on-click="setSearchContext" |
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title="All Draft Quotations" |
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filter_name="total" style="width: 180px;"> |
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<a href="#" |
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class="btn btn-primary w-100 h-100 border-0 rounded-0 text-capitalize fw-normal"> |
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<div class="fs-2" |
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t-out="saleData['total_orders']"/> |
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Total |
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</a> |
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</div> |
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<div class="g-col-4 p-0" |
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t-on-click="setSearchContext" |
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title="All Waiting RFQs" |
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filter_name="draft" |
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style="width: 180px;"> |
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<a href="#" |
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class="btn btn-primary w-100 h-100 border-0 rounded-0 text-capitalize fw-normal"> |
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<div class="fs-2" |
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t-out="saleData['draft_orders']"/> |
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Quotations |
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</a> |
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</div> |
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<div class="g-col-4 p-0" |
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t-on-click="setSearchContext" |
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title="Sales Orders" filter_name="sales" |
|||
style="width: 180px;"> |
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<a href="#" |
|||
class="btn btn-primary w-100 h-100 border-0 rounded-0 text-capitalize fw-normal"> |
|||
<div class="fs-2" |
|||
t-out="saleData['sale_orders']"/> |
|||
Orders |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
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<div class="grid gap-4"> |
|||
<div class="g-col-3 g-col-sm-2 d-flex align-items-center py-2 justify-content-end text-end justify-content-lg-start text-lg-start"> |
|||
My Orders |
|||
</div> |
|||
<div class="g-col-9 g-col-sm-10 grid gap-2 mt-2" |
|||
style="display: flex; max-width:510px;"> |
|||
<div class="g-col-4 p-0" |
|||
t-on-click="setSearchContext" |
|||
title="My Total Orders" |
|||
filter_name="my_quotation" |
|||
style="height: 57.75px; width: 166px; font-size: 24px;"> |
|||
<a href="#" |
|||
class="btn btn-light d-flex align-items-center w-100 h-100 p-0 border-0 bg-100 fw-normal"> |
|||
<div class="w-100 p-2" |
|||
style="font-size: 1.625rem !important;" |
|||
t-out="saleData['my_orders']"/> |
|||
</a> |
|||
</div> |
|||
<div class="g-col-4 p-0" |
|||
t-on-click="setSearchContext" |
|||
title="My Draft Quotation" |
|||
filter_name="my_draft" |
|||
style="height: 57.75px; width: 166px; font-size: 24px;"> |
|||
<a href="#" |
|||
class="btn btn-light d-flex align-items-center w-100 h-100 p-0 border-0 bg-100 fw-normal"> |
|||
<div class="w-100 p-2" |
|||
style="font-size: 1.625rem !important;" |
|||
t-out="saleData['my_draft_orders']"/> |
|||
</a> |
|||
</div> |
|||
<div class="g-col-4 p-0" t-on-click="setSearchContext" title="My Sale Orders" |
|||
filter_name="my_sale_orders" style="height: 57.75px; width: 166px; font-size: 24px;"> |
|||
<a href="#" |
|||
class="btn btn-light d-flex align-items-center w-100 h-100 p-0 border-0 bg-100 fw-normal"> |
|||
<div class="w-100 p-2" style="font-size: 1.625rem !important;" |
|||
t-out="saleData['my_sale_orders']"/> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<div class="col-12 col-lg-7 col-xl-6 col-xxl-5 flex-shrink-0"> |
|||
<div class="d-flex flex-column justify-content-between gap-2 h-100"> |
|||
<div class="grid gap-2 h-100"> |
|||
<div class="g-col-6 g-col-md-6 grid gap-1 gap-md-4"> |
|||
<div class="g-col-12 g-col-sm-4 g-col-lg-6 d-flex align-items-center justify-content-center text-center justify-content-md-end text-md-end mt-4 mt-md-0"> |
|||
Total of Sale Orders |
|||
</div> |
|||
<div class="g-col-12 g-col-sm-8 g-col-lg-5 d-flex align-items-center justify-content-center py-2 bg-light"> |
|||
<strong> |
|||
<span> |
|||
<t t-out="saleData['total_sale_amount']"/> |
|||
</span> |
|||
</strong> |
|||
</div> |
|||
</div> |
|||
<div class="g-col-6 g-col-md-6 grid gap-1 gap-md-4"> |
|||
<div class="g-col-12 g-col-sm-4 g-col-lg-6 d-flex align-items-center py-2 justify-content-center text-center justify-content-md-end text-md-end mt-4 mt-md-0"> |
|||
Total of Quotations |
|||
</div> |
|||
<div class="g-col-12 g-col-sm-8 g-col-lg-6 d-flex align-items-center justify-content-center py-2 bg-light"> |
|||
<strong> |
|||
<span> |
|||
<t t-out="saleData['total_draft_amount']"/> |
|||
</span> |
|||
</strong> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</t> |
|||
</templates> |
|||
@ -0,0 +1,11 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<!--Displaying dashboard in kanban view--> |
|||
<templates> |
|||
<t t-name="sale_mini_dashboard.SaleKanbanView" |
|||
t-inherit="web.KanbanRenderer" t-inherit-mode="primary" owl="1"> |
|||
<xpath expr="//div[hasclass('o_kanban_renderer')]" |
|||
position="before"> |
|||
<SaleDashBoard/> |
|||
</xpath> |
|||
</t> |
|||
</templates> |
|||
@ -0,0 +1,10 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<!--Displaying dashboard in list view--> |
|||
<templates> |
|||
<t t-name="sale_mini_dashboard.SaleListView" |
|||
t-inherit="web.ListRenderer" t-inherit-mode="primary" owl="1"> |
|||
<xpath expr="//t[@t-call='web.ActionHelper']" position="replace"> |
|||
<SaleDashBoard/> |
|||
</xpath> |
|||
</t> |
|||
</templates> |
|||
@ -0,0 +1,49 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<!--Adding the dashboard in list view--> |
|||
<record id="view_quotation_tree_with_onboarding" model="ir.ui.view"> |
|||
<field name="name">sale.order.view.tree.inherit.sale.mini.dashboard</field> |
|||
<field name="model">sale.order</field> |
|||
<field name="inherit_id" |
|||
ref="sale.view_quotation_tree_with_onboarding"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//list" position="attributes"> |
|||
<attribute name="js_class">sale_dashboard_list</attribute> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
<!--Adding the dashboard in kanban view--> |
|||
<record id="view_sale_order_kanban" model="ir.ui.view"> |
|||
<field name="name">sale.order.view.kanban.inherit.sale.mini.dashboard</field> |
|||
<field name="model">sale.order</field> |
|||
<field name="inherit_id" ref="sale.view_sale_order_kanban"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//kanban" position="attributes"> |
|||
<attribute name="js_class">sale_dashboard_kanban</attribute> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
<!--Adding additional filters used in mini dashboard--> |
|||
<record id="sale_order_view_search_inherit_quotation" model="ir.ui.view"> |
|||
<field name="name">sale.order.view.search.inherit.sale.mini.dashboard</field> |
|||
<field name="model">sale.order</field> |
|||
<field name="inherit_id" |
|||
ref="sale.sale_order_view_search_inherit_quotation"/> |
|||
<field name="arch" type="xml"> |
|||
<filter name="my_quotation" position="replace"> |
|||
<filter string="My Total Orders" name="my_quotation" |
|||
domain="[('user_id', '=', uid)]"/> |
|||
<filter string="My Quotations" name="my_draft" |
|||
domain="[('user_id', '=', uid),('state', 'in', ['draft','sent'])]"/> |
|||
<filter string="My Orders" name="my_sale_orders" |
|||
domain="[('user_id', '=', uid),('state','in',('sale','done'))]"/> |
|||
<separator/> |
|||
</filter> |
|||
<filter name="sales" position="after"> |
|||
<filter string="Total Orders" name="total" |
|||
domain="[]"/> |
|||
<separator/> |
|||
</filter> |
|||
</field> |
|||
</record> |
|||
</odoo> |
|||