diff --git a/sale_mini_dashboard/README.rst b/sale_mini_dashboard/README.rst new file mode 100755 index 000000000..86e8977be --- /dev/null +++ b/sale_mini_dashboard/README.rst @@ -0,0 +1,42 @@ +.. image:: https://img.shields.io/badge/license-LGPL--3-green.svg + :target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Sale Mini Dashboard +=================== +This module allow to displaying the count of quotations and sale orders, total amount for sale orders and total amount for quotations. + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +* Lesser General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Credits +------- +Developer: (V17) Dhanya B, Contact : odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/sale_mini_dashboard/__init__.py b/sale_mini_dashboard/__init__.py new file mode 100755 index 000000000..097bdb395 --- /dev/null +++ b/sale_mini_dashboard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# 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. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models diff --git a/sale_mini_dashboard/__manifest__.py b/sale_mini_dashboard/__manifest__.py new file mode 100755 index 000000000..c8daafe06 --- /dev/null +++ b/sale_mini_dashboard/__manifest__.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# 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. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': 'Sale Mini Dashboard', + 'version': '18.0.1.0.0', + 'category': 'Sales', + 'summary': 'Mini dashboard for Sales, Displays the total amount and count' + ' of Quotations and Sale Orders', + 'description': """This module is developed for displaying the count of + quotations and sale orders, total amount for sale orders and total + amount for quotations.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['base', 'sale_management'], + 'data': ['views/sale_order_views.xml'], + 'assets': { + 'web.assets_backend': [ + 'sale_mini_dashboard/static/src/xml/*.xml', + 'sale_mini_dashboard/static/src/js/*.js', + ], + }, + 'images': ['static/description/banner.png'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/sale_mini_dashboard/doc/RELEASE_NOTES.md b/sale_mini_dashboard/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..bcda2ec85 --- /dev/null +++ b/sale_mini_dashboard/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 24.09.2024 +#### Version 18.0.1.0.0 +#### ADD + +- Initial commit for Sale Mini Dashboard diff --git a/sale_mini_dashboard/models/__init__.py b/sale_mini_dashboard/models/__init__.py new file mode 100755 index 000000000..372983977 --- /dev/null +++ b/sale_mini_dashboard/models/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# 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. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import sale_order diff --git a/sale_mini_dashboard/models/sale_order.py b/sale_mini_dashboard/models/sale_order.py new file mode 100755 index 000000000..c739dda28 --- /dev/null +++ b/sale_mini_dashboard/models/sale_order.py @@ -0,0 +1,68 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# 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. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import api, models +from odoo.tools import format_amount + + +class SaleOrder(models.Model): + """Inherited the model for adding the dashboard values""" + _inherit = 'sale.order' + + @api.model + def get_dashboard_values(self): + """This method returns values to the dashboard in sale order views.""" + result = { + 'total_orders': 0, + 'draft_orders': 0, + 'sale_orders': 0, + 'my_orders': 0, + 'my_draft_orders': 0, + 'my_sale_orders': 0, + 'total_sale_amount': 0, + 'total_draft_amount': 0, + } + sale_order = self.env['sale.order'] + user = self.env.user + result['total_orders'] = sale_order.search_count([]) + result['draft_orders'] = sale_order.search_count( + [('state', 'in', ['draft', 'sent'])]) + result['sale_orders'] = sale_order.search_count( + [('state', 'in', ['sale', 'done'])]) + result['my_orders'] = sale_order.search_count( + [('user_id', '=', user.id)]) + result['my_draft_orders'] = sale_order.search_count( + [('user_id', '=', user.id), ('state', 'in', ['draft', 'sent'])]) + result['my_sale_orders'] = sale_order.search_count( + [('user_id', '=', user.id), ('state', 'in', ['sale', 'done'])]) + order_sum = """select sum(amount_total) from sale_order where state + in ('sale', 'done')""" + self._cr.execute(order_sum) + res = self.env.cr.fetchone() + result['total_sale_amount'] = format_amount(self.env, res[0] or 0, + self.env.company.currency_id) + draft_sum = """select sum(amount_total) from sale_order where state + in ('draft', 'sent')""" + self._cr.execute(draft_sum) + res = self.env.cr.fetchone() + result['total_draft_amount'] = format_amount(self.env, res[0] or 0, + self.env.company.currency_id) + return result diff --git 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+ + + + + + Sale Mini Dashboard + + + + + + + + + + +
+
+ + + +
+
+ Community +
+
+ Enterprise +
+ + + + +
+
+ +
+
+
+
+

+ A Mini Dashboard In Sales For Displaying Total Count And Amount Of Quotations And Sale Orders. +

+

Sale Mini Dashboard +

+
+
+ +
+ +
+ +
+
+
+ +
+
+ +
+
+ +
+
+
+

Key + Heighlights

+
+
+
+
+ +
+
+ Community & Enterprise Support. +
+
+
+
+
+
+ +
+
+ Display Sale Orders by the state. +
+
+
+
+
+
+ +
+
+ Displays all the Sale Orders and logged user's Orders. +
+
+
+
+
+
+ +
+
+ Clickable tiles which filters Orders/Quotations accordingly. +
+
+
+
+
+ +
+
+
+ Sale Mini Dashboard +

+ Are you ready to make your business more + organized? +
Improve now! +

+ +
+
+ +
+
+
+ + + + +
+
+ +
+
+
+
+ acc_bg +
+ +
+
+
+
+

+ Displays + + all the Sale Orders +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Displays + + all the Draft Quotations. +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Displays + + all the Confirmed Sale Orders . +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Displays + + + all the Sale Orders created by current user. +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Displays + + + all the Draft Quotations created by current user. +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Displays + + + all the Confirmed Orders created by current user. +

+
+
+
+ +
+
+
+
+
+
+
+
+ +
+
+
+
+ +
+

+ Community & Enterprise Support.

+
+ +
+
+
+
+
+
+ +
+

+ Display Sale Orders by the state.

+
+
+
+
+
+
+
+ +
+

+ Displays all the Sale Orders and logged user's Orders.

+
+
+
+
+
+
+
+ +
+

+ Clickable tiles which filters Orders/Quotations accordingly.

+
+
+
+
+
+
+
+
+
+
+ +
+ +
+ +
+

+ On the Sale Orders dashboard, you will see clickable tiles. + Each tile represents a different filter such as Draft Quotations, + Confirmed Sale Orders, and Sale Orders by the current user. + Click on the "All Sale Orders" tile to view every Sale Order in the system. +

+
+
+
+ +
+
+
+
+
+
+ +
+
+

+ Latest Release 18.0.1.0.0 +

+ + 7th October, 2024 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • + +
+
+
+
+
+
+
+
+
+
+ + + + + + +
+

+ Our Services

+ +
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + diff --git a/sale_mini_dashboard/static/src/js/sale_dashboard.js b/sale_mini_dashboard/static/src/js/sale_dashboard.js new file mode 100755 index 000000000..bc41b8883 --- /dev/null +++ b/sale_mini_dashboard/static/src/js/sale_dashboard.js @@ -0,0 +1,51 @@ +/** @odoo-module */ +import { useService } from "@web/core/utils/hooks"; +const { Component, onWillStart } = owl; + +/** + * Sale Dashboard component for managing sales data and filters. + * @extends Component + */ +export class SaleDashBoard extends Component { + /** + * Setup method for initializing the component. + */ + setup() { + // Get references to Odoo services + this.orm = useService("orm"); + this.action = useService("action"); + + // Fetch sales data when the component is about to start + onWillStart(async () => { + this.saleData = await this.orm.call( + "sale.order", + "get_dashboard_values" + ); + }); + } + + /** + * This method clears the current search query and activates + * the filters found in the `filter_name` attribute from the pressed button. + * @param {Event} ev - The event object from the button press. + */ + setSearchContext(ev) { + // Extract filter names from the button attribute + let filter_name = ev.currentTarget.getAttribute("filter_name"); + let filters = filter_name.split(','); + + // Get search items based on the specified filter names + let searchItems = this.env.searchModel.getSearchItems((item) => filters.includes(item.name)); + + // Clear the current search query + this.env.searchModel.query = []; + + // Activate filters in the search model + for (const item of searchItems) { + this.env.searchModel.toggleSearchItem(item.id); + } + } +} + +// Template for the SaleDashBoard component +SaleDashBoard.template = 'sale_mini_dashboard.SaleDashboard'; diff --git a/sale_mini_dashboard/static/src/js/sale_kanbanview.js b/sale_mini_dashboard/static/src/js/sale_kanbanview.js new file mode 100755 index 000000000..8c4a929cf --- /dev/null +++ b/sale_mini_dashboard/static/src/js/sale_kanbanview.js @@ -0,0 +1,30 @@ +/** @odoo-module **/ +import { registry } from "@web/core/registry"; +import { kanbanView } from '@web/views/kanban/kanban_view'; +import { KanbanRenderer } from '@web/views/kanban/kanban_renderer'; +import { SaleDashBoard } from '@sale_mini_dashboard/js/sale_dashboard'; + +/** + * Sale Dashboard Kanban Renderer class, extending the base KanbanRenderer. + * @extends KanbanRenderer + */ +export class SaleDashBoardKanbanRenderer extends KanbanRenderer {}; + +// Template for the SaleDashBoardKanbanRenderer component +SaleDashBoardKanbanRenderer.template = 'sale_mini_dashboard.SaleKanbanView'; + +// Components used by SaleDashBoardKanbanRenderer +SaleDashBoardKanbanRenderer.components = Object.assign({}, KanbanRenderer.components, { SaleDashBoard }); + +/** + * Sale Dashboard Kanban View configuration. + * @type {Object} + */ +export const SaleDashBoardKanbanView = { + ...kanbanView, + // Use the custom SaleDashBoardKanbanRenderer as the renderer for the kanban view + Renderer: SaleDashBoardKanbanRenderer, +}; + +// Register the Sale Dashboard Kanban View in the "views" category of the registry +registry.category("views").add("sale_dashboard_kanban", SaleDashBoardKanbanView); diff --git a/sale_mini_dashboard/static/src/js/sale_listview.js b/sale_mini_dashboard/static/src/js/sale_listview.js new file mode 100755 index 000000000..d536b4b0c --- /dev/null +++ b/sale_mini_dashboard/static/src/js/sale_listview.js @@ -0,0 +1,30 @@ +/** @odoo-module **/ +import { registry } from "@web/core/registry"; +import { listView } from "@web/views/list/list_view"; +import { ListRenderer } from "@web/views/list/list_renderer"; +import { SaleDashBoard } from '@sale_mini_dashboard/js/sale_dashboard'; + +/** + * Sale Dashboard Renderer class for list view, extending the base ListRenderer. + * @extends ListRenderer + */ +export class SaleDashBoardRenderer extends ListRenderer {}; + +// Template for the SaleDashBoardRenderer component +SaleDashBoardRenderer.template = 'sale_mini_dashboard.SaleListView'; + +// Components used by SaleDashBoardRenderer +SaleDashBoardRenderer.components = Object.assign({}, ListRenderer.components, { SaleDashBoard }); + +/** + * Sale Dashboard List View configuration. + * @type {Object} + */ +export const SaleDashBoardListView = { + ...listView, + // Use the custom SaleDashBoardRenderer as the renderer for the list view + Renderer: SaleDashBoardRenderer, +}; + +// Register the Sale Dashboard List View in the "views" category of the registry +registry.category("views").add("sale_dashboard_list", SaleDashBoardListView); diff --git a/sale_mini_dashboard/static/src/xml/sale_dashboard_views.xml b/sale_mini_dashboard/static/src/xml/sale_dashboard_views.xml new file mode 100755 index 000000000..4e18eb5b9 --- /dev/null +++ b/sale_mini_dashboard/static/src/xml/sale_dashboard_views.xml @@ -0,0 +1,124 @@ + + + + +
+
+
+
+
+ All Orders +
+
+
+ + + +
+
+ My Orders +
+
+
+ +
+ +
+
+ +
+ +
+
+ +
+ +
+
+
+
+
+
+
+
+
+ Total of Sale Orders +
+
+ + + + + +
+
+
+
+ Total of Quotations +
+
+ + + + + +
+
+
+
+
+
+
+ + diff --git a/sale_mini_dashboard/static/src/xml/sale_kanban_views.xml b/sale_mini_dashboard/static/src/xml/sale_kanban_views.xml new file mode 100755 index 000000000..2ac537543 --- /dev/null +++ b/sale_mini_dashboard/static/src/xml/sale_kanban_views.xml @@ -0,0 +1,11 @@ + + + + + + + + + diff --git a/sale_mini_dashboard/static/src/xml/sale_list_views.xml b/sale_mini_dashboard/static/src/xml/sale_list_views.xml new file mode 100755 index 000000000..00c17f713 --- /dev/null +++ b/sale_mini_dashboard/static/src/xml/sale_list_views.xml @@ -0,0 +1,10 @@ + + + + + + + + + diff --git a/sale_mini_dashboard/views/sale_order_views.xml b/sale_mini_dashboard/views/sale_order_views.xml new file mode 100755 index 000000000..169c30427 --- /dev/null +++ b/sale_mini_dashboard/views/sale_order_views.xml @@ -0,0 +1,49 @@ + + + + + sale.order.view.tree.inherit.sale.mini.dashboard + sale.order + + + + sale_dashboard_list + + + + + + sale.order.view.kanban.inherit.sale.mini.dashboard + sale.order + + + + sale_dashboard_kanban + + + + + + sale.order.view.search.inherit.sale.mini.dashboard + sale.order + + + + + + + + + + + + + + +