diff --git a/invoice_mini_dashboard/README.rst b/invoice_mini_dashboard/README.rst new file mode 100755 index 000000000..72d50ad9b --- /dev/null +++ b/invoice_mini_dashboard/README.rst @@ -0,0 +1,48 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Invoice Mini Dashboard +===================== + +This module provide an mini dashboard in both invoices and vendor bill. + +Installation +============ +- www.odoo.com/documentation/16.0/setup/install.html +- Install our custom addon + +License +------- +General Public License, Version 3 (AGPL-3). +(https://www.odoo.com/documentation/user/16.0/legal/licenses/licenses.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: + (v16) Ranjith R @ Cybrosys + +Contacts +-------- +* Mail Contact : odoo@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: ``__ \ No newline at end of file diff --git a/invoice_mini_dashboard/__init__.py b/invoice_mini_dashboard/__init__.py new file mode 100755 index 000000000..94b95f2cb --- /dev/null +++ b/invoice_mini_dashboard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ranjith R() +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +########################################################################### +from . import models diff --git a/invoice_mini_dashboard/__manifest__.py b/invoice_mini_dashboard/__manifest__.py new file mode 100755 index 000000000..bfa4f20d8 --- /dev/null +++ b/invoice_mini_dashboard/__manifest__.py @@ -0,0 +1,55 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ranjith R() +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +########################################################################### +{ + 'name': 'Invoice Mini Dashboard', + 'version': '16.0.1.0.0', + 'category': 'accounting', + 'author': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'company': 'Cybrosys Techno Solutions', + 'summary': 'Mini dashboard for invoicing module', + 'depends': ['base', 'account'], + 'description': "Module provide a mini dashboard for invoicing modules" + " with some use full details such as paid, unpaid, expected" + ",revenue and state wise count of invoice", + 'data': [ + 'views/account_move.xml' + ], + 'assets': { + 'web.assets_backend': [ + 'invoice_mini_dashboard/static/src/views/invoice_dashboard.js', + 'invoice_mini_dashboard/static/src/views/invoice_dashboard_templates.xml', + 'invoice_mini_dashboard/static/src/views/invoice_listview.js', + 'invoice_mini_dashboard/static/src/views/invoice_listview_templates.xml', + 'invoice_mini_dashboard/static/src/views/invoice_bill_dashboard.js', + 'invoice_mini_dashboard/static/src/views/invoice_bill_dashboard_templates.xml', + 'invoice_mini_dashboard/static/src/views/invoice_bill_listview.js', + 'invoice_mini_dashboard/static/src/views/invoice_bill_listview_templates.xml', + ], + }, + 'images': ['static/description/banner.png'], + 'license': 'AGPL-3', + 'installable': True, + 'application': False, + 'auto_install': False, +} diff --git a/invoice_mini_dashboard/doc/RELEASE_NOTES.md b/invoice_mini_dashboard/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..01dd7bbb0 --- /dev/null +++ b/invoice_mini_dashboard/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 11.08.2023 +#### Version 16.0.1.0.0 +#### ADD +-- Initial commit for Invoice Mini Dashboard + diff --git a/invoice_mini_dashboard/models/__init__.py b/invoice_mini_dashboard/models/__init__.py new file mode 100755 index 000000000..ca218883e --- /dev/null +++ b/invoice_mini_dashboard/models/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ranjith R() +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +########################################################################### +from . import account_move diff --git a/invoice_mini_dashboard/models/account_move.py b/invoice_mini_dashboard/models/account_move.py new file mode 100755 index 000000000..4ec929d2b --- /dev/null +++ b/invoice_mini_dashboard/models/account_move.py @@ -0,0 +1,142 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ranjith R() +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +########################################################################### +from odoo import api, models + + +class AccountMove(models.Model): + """ + Class for defining function to fetch data + """ + _inherit = 'account.move' + + @api.model + def retrieve_out_invoice_dashboard(self): + """ This function returns the values to populate the custom dashboard in + the invoice order views. + """ + result = { + 'draft': 0, + 'posted': 0, + 'cancelled': 0, + 'paid': 0, + 'not_paid_amount': 0, + 'paid_amount': 0, + 'lost_amount': 0, + 'expected_amount': 0, + 'company_currency_symbol': self.env.company.currency_id.symbol + } + account_move = self.env['account.move'] + sum_amount = 0 + sum_invoices = account_move.search([('payment_state', '=', 'paid'), + ('move_type', '=', 'out_invoice')]) + for line in sum_invoices: + sum_amount = sum_amount + line.amount_total + amount = 0 + amount_invoices = account_move.search( + [('payment_state', '=', 'not_paid'), + ('move_type', '=', 'out_invoice')]) + for line in amount_invoices: + amount = amount + line.amount_total + lost = 0 + lost_invoices = account_move.search( + [('state', '=', 'cancel'), + ('move_type', '=', 'out_invoice')]) + for line in lost_invoices: + lost = lost + line.amount_total + expected = 0 + expected_invoices = account_move.search( + [('state', '=', 'posted'), ('payment_state', '=', 'not_paid'), + ('move_type', '=', 'out_invoice')]) + for line in expected_invoices: + expected = expected + line.amount_total + result['paid_amount'] = sum_amount + result['lost_amount'] = lost + result['not_paid_amount'] = amount + result['expected_amount'] = expected + result['draft'] = account_move.search_count( + [('state', '=', 'draft'), ('move_type', '=', 'out_invoice')]) + result['posted'] = account_move.search_count( + [('state', '=', 'posted'), ('move_type', '=', 'out_invoice')]) + result['cancelled'] = account_move.search_count( + [('state', '=', 'cancel'), ('move_type', '=', 'out_invoice')]) + result['paid'] = account_move.search_count( + [('payment_state', '=', 'paid'), ('move_type', '=', 'out_invoice')]) + result['not_paid'] = account_move.search_count( + [('payment_state', '=', 'not_paid'), + ('move_type', '=', 'out_invoice')]) + return result + + @api.model + def retrieve_in_invoice_dashboard(self): + """ This function returns the values to populate the custom dashboard in + the invoice order views. + """ + result = { + 'draft': 0, + 'posted': 0, + 'cancelled': 0, + 'paid': 0, + 'not_paid_amount': 0, + 'paid_amount': 0, + 'lost_amount': 0, + 'expected_amount': 0, + 'company_currency_symbol': self.env.company.currency_id.symbol + } + account_move = self.env['account.move'] + sum_amount = 0 + sum_invoices = account_move.search( + [('payment_state', '=', 'paid'), ('move_type', '=', 'in_invoice')]) + for line in sum_invoices: + sum_amount = sum_amount + line.amount_total + amount = 0 + amount_invoices = account_move.search( + [('payment_state', '=', 'not_paid'), + ('move_type', '=', 'in_invoice')]) + for line in amount_invoices: + amount = amount + line.amount_total + lost = 0 + lost_invoices = account_move.search( + [('state', '=', 'cancel'), ('move_type', '=', 'in_invoice')]) + for line in lost_invoices: + lost = lost + line.amount_total + expected = 0 + expected_invoices = account_move.search( + [('state', '=', 'posted'), ('payment_state', '=', 'not_paid'), + ('move_type', '=', 'in_invoice')]) + for line in expected_invoices: + expected = expected + line.amount_total + result['paid_amount'] = sum_amount + result['lost_amount'] = lost + result['not_paid_amount'] = amount + result['expected_amount'] = expected + result['draft'] = account_move.search_count( + [('state', '=', 'draft'), ('move_type', '=', 'in_invoice')]) + result['posted'] = account_move.search_count( + [('state', '=', 'posted'), ('move_type', '=', 'in_invoice')]) + result['cancelled'] = account_move.search_count( + [('state', '=', 'cancel'), ('move_type', '=', 'in_invoice')]) + result['paid'] = account_move.search_count( + [('payment_state', '=', 'paid'), ('move_type', '=', 'in_invoice')]) + result['not_paid'] = account_move.search_count( + [('payment_state', '=', 'not_paid'), + ('move_type', '=', 'in_invoice')]) + return result diff --git a/invoice_mini_dashboard/static/description/assets/icons/check.png b/invoice_mini_dashboard/static/description/assets/icons/check.png new file mode 100755 index 000000000..c8e85f51d Binary files /dev/null and b/invoice_mini_dashboard/static/description/assets/icons/check.png differ diff --git a/invoice_mini_dashboard/static/description/assets/icons/chevron.png b/invoice_mini_dashboard/static/description/assets/icons/chevron.png new file mode 100755 index 000000000..2089293d6 Binary files /dev/null and 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+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+ +

+ Invoice Mini Dashboard

+

Mini Dashboard for + invoice module

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

Explore This + Module

+
+ + + + +
+
+ +
+

Overview +

+
+
+
+ This module gives a mini dashboard view for invoicing +
+
+ + + +
+
+ +
+

Features +

+
+
+
+
+ + Community & + Enterprise Support. +
+
+ + Dashboard in customer invoices +
+
+ + Dashboard in vendor bills +
+
+ + Automated filtering +
+
+
+ + + +
+
+ +
+

Screenshots +

+
+
+
+ +
+

Dashboard in customer invoices +

+

Dashboard containing number of invoices in different state and payment status

+ +
+
+

Dashboard in vendor bills +

+

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+ \ No newline at end of file diff --git a/invoice_mini_dashboard/static/src/views/invoice_bill_dashboard.js b/invoice_mini_dashboard/static/src/views/invoice_bill_dashboard.js new file mode 100755 index 000000000..5ee6f0139 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_bill_dashboard.js @@ -0,0 +1,36 @@ +/** @odoo-module */ +import { + useService +} from "@web/core/utils/hooks"; + +const { + Component, + onWillStart +} = owl; +export class AccountDashboardBill extends Component { + setup() { + this.orm = useService("orm"); + this.action = useService("action"); + + onWillStart(async () => { + this.invoiceData = await this.orm.call( + "account.move", + "retrieve_in_invoice_dashboard", + ); + }); + } + /** + * This method clears the current search query and activates + * the filters found in `filter_name` attibute from button pressed + */ + setSearchContext(ev) { + let filter_name = ev.currentTarget.getAttribute("filter_name"); + let filters = filter_name.split(','); + let searchItems = this.env.searchModel.getSearchItems((item) => filters.includes(item.name)); + this.env.searchModel.query = []; + for (const item of searchItems) { + this.env.searchModel.toggleSearchItem(item.id); + } + } +} +AccountDashboardBill.template = 'account.AccountDashboardBill' diff --git a/invoice_mini_dashboard/static/src/views/invoice_bill_dashboard_templates.xml b/invoice_mini_dashboard/static/src/views/invoice_bill_dashboard_templates.xml new file mode 100755 index 000000000..894b3c091 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_bill_dashboard_templates.xml @@ -0,0 +1,123 @@ + + + + +
+
+
+
+
+ All Bills +
+
+
+ + +
+ + + +
+
+
+
+
+ Paid Amount +
+
+ + + + +
+
+
+
+ Unpaid Amount +
+
+ + + + +
+
+
+
+
+
+ Cancelled Amount +
+
+ + + + +
+
+
+
+ Amount to be paid +
+
+ + + + +
+
+
+
+
+
+
+ + diff --git a/invoice_mini_dashboard/static/src/views/invoice_bill_listview.js b/invoice_mini_dashboard/static/src/views/invoice_bill_listview.js new file mode 100755 index 000000000..e7ed2cfb3 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_bill_listview.js @@ -0,0 +1,23 @@ +/** @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 { + AccountDashboardBill +} from '@invoice_mini_dashboard/views/invoice_bill_dashboard'; +export class AccountDashBoardBillRenderer extends ListRenderer {}; +AccountDashBoardBillRenderer.template = 'invoice_mini_dashboard.AccountListBillView'; +AccountDashBoardBillRenderer.components = Object.assign({}, ListRenderer.components, { + AccountDashboardBill +}) +export const AccountDashboardListView = { + ...listView, + Renderer: AccountDashBoardBillRenderer, +}; +registry.category("views").add("account_dashboard_list_bill", AccountDashboardListView); diff --git a/invoice_mini_dashboard/static/src/views/invoice_bill_listview_templates.xml b/invoice_mini_dashboard/static/src/views/invoice_bill_listview_templates.xml new file mode 100755 index 000000000..fae866960 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_bill_listview_templates.xml @@ -0,0 +1,11 @@ + + + + + + + + + diff --git a/invoice_mini_dashboard/static/src/views/invoice_dashboard.js b/invoice_mini_dashboard/static/src/views/invoice_dashboard.js new file mode 100755 index 000000000..69375ec24 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_dashboard.js @@ -0,0 +1,37 @@ +/** @odoo-module */ +import { + useService +} from "@web/core/utils/hooks"; + +const { + Component, + onWillStart +} = owl; + +export class AccountDashboard extends Component { + setup() { + this.orm = useService("orm"); + this.action = useService("action"); + + onWillStart(async () => { + this.invoiceData = await this.orm.call( + "account.move", + "retrieve_out_invoice_dashboard", + ); + }); + } + /** + * This method clears the current search query and activates + * the filters found in `filter_name` attibute from button pressed + */ + setSearchContext(ev) { + let filter_name = ev.currentTarget.getAttribute("filter_name"); + let filters = filter_name.split(','); + let searchItems = this.env.searchModel.getSearchItems((item) => filters.includes(item.name)); + this.env.searchModel.query = []; + for (const item of searchItems) { + this.env.searchModel.toggleSearchItem(item.id); + } + } +} +AccountDashboard.template = 'account.AccountDashboard' diff --git a/invoice_mini_dashboard/static/src/views/invoice_dashboard_templates.xml b/invoice_mini_dashboard/static/src/views/invoice_dashboard_templates.xml new file mode 100755 index 000000000..6b24bee09 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_dashboard_templates.xml @@ -0,0 +1,123 @@ + + + + +
+
+
+
+
+ All Invoices +
+
+
+ + +
+ + + +
+
+
+
+
+ Paid Amount +
+
+ + + + +
+
+
+
+ Unpaid Amount +
+
+ + + + +
+
+
+
+
+
+ Lost Amount +
+
+ + + + +
+
+
+
+ Expected Amount +
+
+ + + + +
+
+
+
+
+
+
+ + diff --git a/invoice_mini_dashboard/static/src/views/invoice_listview.js b/invoice_mini_dashboard/static/src/views/invoice_listview.js new file mode 100755 index 000000000..612908fa3 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_listview.js @@ -0,0 +1,25 @@ +/** @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 { + AccountDashboard +} from '@invoice_mini_dashboard/views/invoice_dashboard'; + +export class AccountDashBoardRenderer extends ListRenderer {}; + +AccountDashBoardRenderer.template = 'invoice_mini_dashboard.AccountListView'; +AccountDashBoardRenderer.components = Object.assign({}, ListRenderer.components, { + AccountDashboard +}) +export const AccountDashboardListView = { + ...listView, + Renderer: AccountDashBoardRenderer, +}; +registry.category("views").add("account_dashboard_list", AccountDashboardListView); diff --git a/invoice_mini_dashboard/static/src/views/invoice_listview_templates.xml b/invoice_mini_dashboard/static/src/views/invoice_listview_templates.xml new file mode 100755 index 000000000..7eac23357 --- /dev/null +++ b/invoice_mini_dashboard/static/src/views/invoice_listview_templates.xml @@ -0,0 +1,9 @@ + + + + + + + + + diff --git a/invoice_mini_dashboard/views/account_move.xml b/invoice_mini_dashboard/views/account_move.xml new file mode 100755 index 000000000..6f53bef8a --- /dev/null +++ b/invoice_mini_dashboard/views/account_move.xml @@ -0,0 +1,24 @@ + + + + + invoice.tree.inherited + account.move + + + + account_dashboard_list + + + + + invoice.bill.tree.inherited + account.move + + + + account_dashboard_list_bill + + + +