diff --git a/odoo_accounting_dashboard/README.rst b/odoo_accounting_dashboard/README.rst new file mode 100644 index 000000000..63878fc1a --- /dev/null +++ b/odoo_accounting_dashboard/README.rst @@ -0,0 +1,46 @@ +.. 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 + +Accounting Dashboard +==================== +* This module allow to view the Dashboard of Accounting with complete details. + +Configuration +============= +* No additional configurations needed. + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +General Public License, Version 3 (LGPL-3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Credits +------- +* Developer: (V18) Manasa T P, 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/odoo_accounting_dashboard/__init__.py b/odoo_accounting_dashboard/__init__.py new file mode 100644 index 000000000..097bdb395 --- /dev/null +++ b/odoo_accounting_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/odoo_accounting_dashboard/__manifest__.py b/odoo_accounting_dashboard/__manifest__.py new file mode 100644 index 000000000..a7e900cf2 --- /dev/null +++ b/odoo_accounting_dashboard/__manifest__.py @@ -0,0 +1,51 @@ +# -*- 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': 'Accounting Dashboard Odoo18', + 'version': '18.0.1.0.0', + 'category': 'Accounting ', + 'summary': """The Odoo Accounting Dashboard shows key financial metrics, + tracks payments, and visualizes income and expenses in one place.""", + 'description': """Accounting, Odoo Accounting Dashboard, + Accounting Dashboard V18, Account Dashboard, Dashboard, Invoice Dashboard, + Invoice Graph View, Odoo18""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://cybrosys.com', + 'depends': ['account', 'base_accounting_kit'], + 'data': [ + 'views/account_move_data.xml', + ], + 'assets': { + 'web.assets_backend': [ + 'odoo_accounting_dashboard/static/src/js/lib/chart/chart.min.js', + 'odoo_accounting_dashboard/static/src/xml/accounting_dashboard.xml', + 'odoo_accounting_dashboard/static/src/js/accounting_dashboard.js', + ] + }, + 'images': ['static/description/banner.png'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/odoo_accounting_dashboard/doc/RELEASE_NOTES.md b/odoo_accounting_dashboard/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..0810cbb81 --- /dev/null +++ b/odoo_accounting_dashboard/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 26.11.2024 +#### Version 18.0.1.0.0 +##### ADD + +- Initial Commit for Accounting Dashboard diff --git a/odoo_accounting_dashboard/models/__init__.py b/odoo_accounting_dashboard/models/__init__.py new file mode 100644 index 000000000..900a13bc4 --- /dev/null +++ b/odoo_accounting_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 account_move diff --git a/odoo_accounting_dashboard/models/account_move.py b/odoo_accounting_dashboard/models/account_move.py new file mode 100644 index 000000000..bc06b2de3 --- /dev/null +++ b/odoo_accounting_dashboard/models/account_move.py @@ -0,0 +1,415 @@ +# -*- 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 . +# +############################################################################# +import calendar +from odoo import api, models, fields + + +class AccountMove(models.Model): + _inherit = 'account.move' + + @api.model + def get_datas(self): + """ Getting datas for tiles in the dashboard like count of open invoice , paid invoice etc""" + invoices = self.search([]) + invoice_in_draft = invoices.filtered(lambda x: x.state == 'draft') + invoice_in_paid = invoices.filtered(lambda x: x.payment_state == 'paid') + self._cr.execute(""" select sum(debit) as debit, sum(credit) as credit from account_account, account_move_line where + account_move_line.account_id = account_account.id AND account_account.account_type = 'income' """) + debit_credit = self._cr.dictfetchall() + income = [i['debit'] - i['credit'] if ( + i['debit'] is not None and i['credit'] is not None) else 0 + for i in debit_credit] + income = income[0] * -1 + qry_reconcile = """ select count(*) FROM account_move_line l,account_account a + where L.account_id=a.id AND l.full_reconcile_id IS NULL + AND l.balance != 0 AND a.reconcile IS TRUE""" + self._cr.execute(qry_reconcile) + reconcile_count = [i['count'] for i in self._cr.dictfetchall()] + journal_list = self.env['account.journal'].search([]) + journal_data = [] + for i in journal_list: + journal_data.append({'id': i.id, + 'name': i.name, + 'type': i.type}) + + return { + 'open_invoice': len(invoice_in_draft), + 'paid_invoice': len(invoice_in_paid), + 'income': income, + 'currency_symbol': self.env.company.currency_id.symbol, + 'unreconcile_items': reconcile_count, + 'journal_data': journal_data, + } + + @api.model + def get_income_chart(self, income): + """ Getting datas for income expense and profit chart based on current month and year """ + if income == 'income_this_month': + query_income = """ select sum(debit)-sum(credit) as income ,cast(to_char(account_move_line.date, 'DD')as int) + as date , account_type from account_move_line , account_account + where account_move_line.account_id=account_account.id AND account_type='income' AND Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move_line.date) = Extract(YEAR FROM DATE(NOW())) group by account_type,date """ + self._cr.execute(query_income) + record = self._cr.dictfetchall() + query_expense = """ select sum(debit)-sum(credit) as expense ,cast(to_char(account_move_line.date, 'DD')as int) + as date , account_type from account_move_line , account_account where + account_move_line.account_id=account_account.id AND account_type='expense' AND Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move_line.date) = Extract(YEAR FROM DATE(NOW())) group by account_type,date """ + self._cr.execute(query_expense) + result = self._cr.dictfetchall() + + now = fields.Date.today() + last_day = calendar.monthrange(now.year, now.month)[1] + day_list = list(range(1, last_day + 1)) + records = [] + for date in day_list: + last_month_inc = list( + filter(lambda m: m['date'] == date, record)) + last_month_exp = list( + filter(lambda m: m['date'] == date, result)) + if not last_month_inc and not last_month_exp: + records.append({ + 'date': date, + 'income': 0.0, + 'expense': 0.0, + 'profit': 0.0 + }) + elif (not last_month_inc) and last_month_exp: + last_month_exp[0].update({ + 'income': 0.0, + 'expense': -1 * last_month_exp[0]['expense'] if + last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_exp[0].update({ + 'profit': last_month_exp[0]['income'] - + last_month_exp[0]['expense'] + }) + records.append(last_month_exp[0]) + elif (not last_month_exp) and last_month_inc: + last_month_inc[0].update({ + 'expense': 0.0, + 'income': -1 * last_month_inc[0]['income'] if + last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - + last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + else: + last_month_inc[0].update({ + 'income': -1 * last_month_inc[0]['income'] if + last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'], + 'expense': -1 * last_month_exp[0]['expense'] if + last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - + last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + income = [] + expense = [] + date = [] + profit = [] + for rec in records: + income.append(rec['income']) + expense.append(rec['expense']) + date.append(rec['date']) + profit.append(rec['profit']) + return { + 'income': income, + 'expense': expense, + 'date': date, + 'profit': profit + } + elif income == 'income_this_year': + query_income = """ select sum(debit)-sum(credit) as income ,to_char(account_move_line.date, 'Month') as month , + account_type from account_move_line ,account_account + where account_move_line.account_id=account_account.id AND account_type = 'income' + AND to_char(DATE(NOW()), 'YY') = to_char(account_move_line.date, 'YY') + group by account_type,month """ + self._cr.execute(query_income) + record = self._cr.dictfetchall() + query_expense = """ select sum(debit)-sum(credit) as expense ,to_char(account_move_line.date, 'Month') as month , + account_type from account_move_line , account_account where + account_move_line.account_id=account_account.id AND account_type = 'expense' + AND to_char(DATE(NOW()), 'YY') = to_char(account_move_line.date, 'YY') + group by account_type,month """ + self._cr.execute(query_expense) + result = self._cr.dictfetchall() + + month_list = calendar.month_name[1:] + records = [] + for month in month_list: + last_month_inc = list( + filter(lambda m: m['month'].strip() == month, record)) + last_month_exp = list( + filter(lambda m: m['month'].strip() == month, result)) + if not last_month_inc and not last_month_exp: + records.append({ + 'month': month, + 'income': 0.0, + 'expense': 0.0, + 'profit': 0.0, + }) + elif (not last_month_inc) and last_month_exp: + last_month_exp[0].update({ + 'income': 0.0, + 'expense': -1 * last_month_exp[0]['expense'] if + last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_exp[0].update({ + 'profit': last_month_exp[0]['income'] - + last_month_exp[0]['expense'] + }) + records.append(last_month_exp[0]) + elif (not last_month_exp) and last_month_inc: + last_month_inc[0].update({ + 'expense': 0.0, + 'income': -1 * last_month_inc[0]['income'] if + last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - + last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + else: + last_month_inc[0].update({ + 'income': -1 * last_month_inc[0]['income'] if + last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'], + 'expense': -1 * last_month_exp[0]['expense'] if + last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - + last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + income = [] + expense = [] + month = [] + profit = [] + for rec in records: + income.append(rec['income']) + expense.append(rec['expense']) + month.append(rec['month']) + profit.append(rec['profit']) + return { + 'income': income, + 'expense': expense, + 'date': month, + 'profit': profit, + } + + @api.model + def get_payment_data(self, payment_list_filter, payment_data_filter): + """ Getting datas for customer payment list and vendor payment list based on current year and month""" + last_day = (calendar.monthrange(fields.Date.today().year, fields.Date.today().month))[1] + if payment_list_filter == 'customer_payment': + if payment_data_filter == 'this_month': + start_date = f"{fields.Date.today().year}-{fields.Date.today().month}-01" + end_date = f"{fields.Date.today().year}-{fields.Date.today().month}-{last_day}" + invoices = self.search( + [('move_type', '=', 'out_invoice'), + ('payment_state', '=', 'paid'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + else: + start_date = f"{fields.Date.today().year}-01-01" + end_date = f"{fields.Date.today().year}-12-31" + invoices = self.search( + [('move_type', '=', 'out_invoice'), + ('payment_state', '=', 'paid'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + result = [] + for i in invoices: + result.append({'id': i.id, + 'partner': i.partner_id.name, + 'amount': i.amount_total, + 'date': str(i.invoice_date)}) + return result + else: + if payment_data_filter == 'this_month': + start_date = f"{fields.Date.today().year}-{fields.Date.today().month}-01" + end_date = f"{fields.Date.today().year}-{fields.Date.today().month}-{last_day}" + vendor_bills = self.search( + [('move_type', '=', 'in_invoice'), + ('payment_state', '=', 'paid'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + else: + start_date = f"{fields.Date.today().year}-01-01" + end_date = f"{fields.Date.today().year}-12-31" + vendor_bills = self.search( + [('move_type', '=', 'in_invoice'), + ('payment_state', '=', 'paid'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + result = [] + for i in vendor_bills: + result.append({'id': i.id, + 'partner': i.partner_id.name, + 'amount': i.amount_total, + 'date': str(i.invoice_date)}) + return result + + @api.model + def get_top_datas(self, top_filter): + """ Getting datas for top customer and top vendors based on current month and current year""" + last_day = (calendar.monthrange(fields.Date.today().year, + fields.Date.today().month))[1] + if top_filter == 'this_month': + start_date = f"{fields.Date.today().year}-{fields.Date.today().month}-01" + end_date = f"{fields.Date.today().year}-{fields.Date.today().month}-{last_day}" + vendor_bills = self.search( + [('move_type', '=', 'in_invoice'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + customer_invoices = self.search( + [('move_type', '=', 'out_invoice'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + else: + start_date = f"{fields.Date.today().year}-01-01" + end_date = f"{fields.Date.today().year}-12-31" + vendor_bills = self.search( + [('move_type', '=', 'in_invoice'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + customer_invoices = self.search( + [('move_type', '=', 'out_invoice'), + ('invoice_date', '>=', start_date), + ('invoice_date', '<=', end_date)]) + vendor_partners = vendor_bills.mapped('partner_id') + top_vendors = [] + for vendor in vendor_partners: + vendor_bills.filtered(lambda data: data.partner_id == vendor) + top_vendors.append({ + 'id': vendor.id, + 'name': vendor.name}) + customer_partners = customer_invoices.mapped('partner_id') + top_customers = [] + for customer in customer_partners: + customer_invoices.filtered(lambda x: x.partner_id == customer) + top_customers.append({ + 'id': customer.id, + 'name': customer.name}) + return { + 'top_vendors': top_vendors, + 'top_customers': top_customers, + } + + @api.model + def get_aged_payable(self, aged_filter, aged_payable_filter): + """ Getting Datas for aged payable and aged receivable chart based on current month and year""" + if aged_filter == 'aged_receive': + if aged_payable_filter == 'this_month': + self._cr.execute(""" select to_char(account_move.date, 'Month') as month, res_partner.name as due_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.move_type = 'out_invoice' + AND payment_state = 'not_paid' + AND Extract(month FROM account_move.invoice_date_due) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, due_partner, month + order by amount desc""") + else: + self._cr.execute("""select res_partner.name as due_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.move_type = 'out_invoice' + AND payment_state = 'not_paid' + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, due_partner + order by amount desc""") + record = self._cr.dictfetchall() + partner = [item['due_partner'] for item in record] + amount = [item['amount'] for item in record] + return {'partner': partner, + 'amount': amount, } + else: + if aged_payable_filter == 'this_month': + self._cr.execute("""select to_char(account_move.date, 'Month') as month, res_partner.name as bill_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.move_type = 'in_invoice' + AND payment_state = 'not_paid' + AND Extract(month FROM account_move.invoice_date_due) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, bill_partner, month + order by amount desc""") + else: + self._cr.execute("""select to_char(account_move.date, 'Month') as month, res_partner.name as bill_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.move_type = 'in_invoice' + AND payment_state = 'not_paid' + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, bill_partner, month + order by amount desc""") + record = self._cr.dictfetchall() + partner = [item['bill_partner'] for item in record] + amount = [item['amount'] for item in record] + return {'partner': partner, + 'amount': amount, } + + @api.model + def get_sale_revenue(self, top_sale_cust_filter): + """ Getting datas for top 10 sale revenue customer based on current month and year """ + query = """ SELECT partner_id as customer_id, MAX(res_partner.name) as customer , SUM(amount_total_signed) as total_amount + FROM account_move JOIN res_partner ON account_move.partner_id = res_partner.id + WHERE move_type = 'out_invoice' """ + if top_sale_cust_filter == 'this_month': + query += """AND Extract(month FROM account_move.invoice_date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.invoice_date) = Extract(YEAR FROM DATE(NOW())) + GROUP BY partner_id + ORDER BY total_amount DESC LIMIT 10 """ + self._cr.execute(query) + else: + query += """AND Extract(YEAR FROM account_move.invoice_date) = Extract(YEAR FROM DATE(NOW())) + GROUP BY partner_id + ORDER BY total_amount DESC LIMIT 10""" + self._cr.execute(query) + records = self._cr.dictfetchall() + return records + + @api.model + def get_bank_balance(self): + """ Getting data for bank and cash balance """ + self._cr.execute("""select account_account.name as name, sum(balance) as balance, + min(account_account.id) as id from account_move_line left join + account_account on account_account.id = account_move_line.account_id where + account_account.account_type = 'asset_cash' + group by account_account.name""") + records = self._cr.dictfetchall() + return records diff --git 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+ Community +
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+ Odoo Accounting Dashboard V18 +

+

Accounting Dashboard Odoo18 +

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Key + Highlights

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+ Real-Time Financial Overview +
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+ Displays key financial metrics such as total + revenue, expenses, net profit, and customer + and vendor bills.

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+ Interactive Charts and Graphs +
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+ Visual representations of financial data. + Filters to view data by time period. +

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+ Accounts Receivable and Payable Tracking +
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+ Graphical representation of aging reports. +

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+ Accounting Dashboard Odoo18 +

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

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+ acc_bg +
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+ Dashboard + +

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+ User can see different tiles of + Open Invoice , Paid Invoice , + Total Income , UnReconciled + Items And different details of + customer and Vendor Payment + List, Bank And Cash Balance , + Top Customers/Vendors and + different charts of + Income/Expense/Profit and Aged + Receivables and Payables. +

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+ Income Chart + +

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+ Expense Chart +

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+ + Profit Chart + +

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+ All In One Chart + +

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+ It Includes Income, Expense And + Profit +

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+ Customer Payment List + +

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+ Vendor Payment List + +

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+ Aged Receivable Chart + +

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+ Aged Payable Chart + +

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+ Income/Expense/Profit Chart

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+ Customer/Vendor Payment + List

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+ Top Customers/Vendors

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+ Top Sale Revenue Customer

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+ Aged Receivables/Payables

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+ Bank & Cash Balance

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+ The module provides + a centralized view + of financial + metrics, allowing + users to monitor + performance, track + receivables and + payables, and gain + insights into cash + flow in real-time. +

+
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+ +
+ +
+

+ It displays + financial details + including total + revenue, expenses, + net profit, customer + and vendor payment + list, overdue + invoices, and bills. +

+
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+ +
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+ +
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+ Latest Release 18.0.1.0.0 +

+ + 20th November, 2024 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • + +
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+ + + +
+

+ Related Products +

+ +
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+ Our Services

+ +
+ +
+
+ .... +
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+ +
+ + +
+
+ + + + + + diff --git a/odoo_accounting_dashboard/static/src/js/accounting_dashboard.js b/odoo_accounting_dashboard/static/src/js/accounting_dashboard.js new file mode 100644 index 000000000..2a5a84e41 --- /dev/null +++ b/odoo_accounting_dashboard/static/src/js/accounting_dashboard.js @@ -0,0 +1,186 @@ +/** @odoo-module */ +import { registry } from "@web/core/registry" +import { useService } from "@web/core/utils/hooks" +const { Component, useRef, onMounted, useState , onWillStart } = owl + +export class AccountDashboard extends Component { + setup(){ + this.state = useState({ + data:{}, + top:{}, + income_chart:{}, + chart:[], + payment_data: [], + top_sale_cust: [], + IncomeExpense:'income', + top_filter: 'this_month', + income:'income_this_month', + aged_filter: 'aged_receive', + top_sale_cust_filter: 'this_month', + aged_payable_filter: 'this_month', + payment_data_filter: 'this_month', + payment_list_filter: 'customer_payment', + }) + this.All = useRef("All"); + this.AgedRecords = useRef("AgedRecords"); + this.Balance = useRef("Balance"); + this.orm = useService("orm"); + onWillStart(async () => { + await this.FetchData(); + }) + onMounted(() => { + this.RenderChart() + }) + } + async onPeriodChange(){ + if (this.state.chart.length !=0) { + this.state.chart.forEach((chart)=> { + chart.destroy() + }) + await this.fetchAndRender() + } + } + async fetchAndRender() { + await this.FetchData() + this.RenderChart() + } + + async FetchData(){ + this.state.data = await this.orm.call('account.move','get_datas',[]); + this.state.income_chart = await this.orm.call("account.move","get_income_chart", [this.state.income]); + this.state.payment_data = await this.orm.call("account.move","get_payment_data", [this.state.payment_list_filter, this.state.payment_data_filter]); + this.state.top = await this.orm.call("account.move","get_top_datas", [this.state.top_filter]); + this.state.aged_payable = await this.orm.call("account.move","get_aged_payable", [this.state.aged_filter,this.state.aged_payable_filter]); + this.state.top_sale_cust = await this.orm.call("account.move","get_sale_revenue", [this.state.top_sale_cust_filter]); + this.state.balance = await this.orm.call("account.move","get_bank_balance", []); + } + + RenderChart() { + this.aged_chart(this.AgedRecords.el, 'bar', this.state.aged_payable.partner, 'Amount', this.state.aged_payable.amount) + if (this.state.IncomeExpense == 'income') { + this.income_charts(this.All.el, 'bar', this.state.income_chart.date, this.state.income_chart.income) + } else if (this.state.IncomeExpense == 'expense') { + this.expense_charts(this.All.el, 'bar', this.state.income_chart.date, this.state.income_chart.expense) + } else if (this.state.IncomeExpense == 'profit') { + this.profit_charts(this.All.el, 'line', this.state.income_chart.date, this.state.income_chart.profit) + } else { + this.AllInOneChart(this.All.el, 'bar', this.state.income_chart.date, this.state.income_chart.income, this.state.income_chart.expense, this.state.income_chart.profit) + } + } + + aged_chart(canvas,type,labels,label,data){ + this.state.chart.push(new Chart( + canvas, + { + type:type, + data: { + labels: labels, + datasets: [ + { + label: label, + data: data, + borderRadius: 10, + backgroundColor: 'rgba(39, 232, 232, 0.5)', + borderColor: 'rgba(39, 232, 232, 1)', + } + ] + }, + } + )) + } + income_charts(canvas,type,labels,data){ + this.state.chart.push(new Chart( + canvas, + { + type: type, + data: { + labels: labels, + datasets: [ + { + label: 'Income', + data: data, + borderWidth: 2, + borderRadius: 10, + borderSkipped: false, + backgroundColor: 'rgba(39, 232, 232, 0.5)', + borderColor: 'rgba(39, 232, 232, 1)', + }, + ] + }, + } + )); + }; + expense_charts(canvas,type,labels,expense){ + this.state.chart.push(new Chart( + canvas, + { + type: type, + data: { + labels: labels, + datasets: [ + { + label: 'Expense', + data: expense, + type: type === 'bar' ? 'polarArea' : 'bar', + }, + ] + }, + } + )); + }; + profit_charts(canvas,type,labels,profit){ + this.state.chart.push(new Chart( + canvas, + { + type: type, + data: { + labels: labels, + datasets: [ + { + label: 'Profit/Loss', + data: profit, + fill: true, + borderColor: 'rgba(245, 65, 10, 1)', + }, + ] + }, + } + )); + }; + AllInOneChart(canvas,type,labels,data,expense,profit){ + this.state.chart.push(new Chart( + canvas, + { + type: type, + data: { + labels: labels, + datasets: [ + { + label: 'Income', + data: data, + type: type === 'line' ? 'line' : 'bar', + backgroundColor: 'rgba(39, 232, 232, 0.5)', + borderColor: 'rgba(39, 232, 232, 1)', + }, + { + label: 'Expense', + data: expense, + type: type === 'bar' ? 'radar' : 'bar', + backgroundColor: 'rgba(0, 0, 0, 0.5)', + borderColor: 'rgba(0, 0, 0, 1)', + }, + { + label: 'Profit/Loss', + data: profit, + type: 'line', + fill: false, + borderColor: 'rgba(245, 65, 10, 1)', + }, + ] + }, + } + )); + }; +} +AccountDashboard.template = "AccountDashboard" +registry.category("actions").add('accounting_dashboard_tags', AccountDashboard) diff --git a/odoo_accounting_dashboard/static/src/xml/accounting_dashboard.xml b/odoo_accounting_dashboard/static/src/xml/accounting_dashboard.xml new file mode 100644 index 000000000..1b219c2b2 --- /dev/null +++ b/odoo_accounting_dashboard/static/src/xml/accounting_dashboard.xml @@ -0,0 +1,414 @@ + + + +
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Open Invoice
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Paid Invoice
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Total Income
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UnReconciled Items
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INCOME CHART

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EXPENSE CHART

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PROFIT CHART

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ALL IN ONE

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CUSTOMER PAYMENT LIST

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VENDOR PAYMENT LIST

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TOP SALE REVENUE CUSTOMER

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diff --git a/odoo_accounting_dashboard/views/account_move_data.xml b/odoo_accounting_dashboard/views/account_move_data.xml new file mode 100644 index 000000000..aa4f7c136 --- /dev/null +++ b/odoo_accounting_dashboard/views/account_move_data.xml @@ -0,0 +1,11 @@ + + + + + Dashboard + accounting_dashboard_tags + + + + \ No newline at end of file