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+ Odoo.sh
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+ + Sale Mini Dashboard
++ A Mini Dashboard In Sales For Displaying Total Count And Amount + 0f Quotations And Sale Orders
+
+
+
+
+
+
+
+
+
+
+
+ + Overview
++
+ This module displays the count of Quotations and Sale Orders, + along with the total amount for Sale Orders and Quotations. + +
+
+
+
+
+
+
+
+ + Features
++
+
+
+
+
+ 
+
+
+
+ + Display Sale Orders by the state.
+
+
+
+
+
+ Displays all + the Sale Orders and logged user's Orders.
+
+
+
+
+
+
+ Clickable + tiles which filters Orders/Quotations + accordingly.
+
+
+
+
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+ +
+ + Screenshots
++ +
+ 
+
+
+
+ 
+
+
+ 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
+
+
+ 
+
+
+
+
+
+ Displays Sale Quotation/Order Summary
+
+
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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..41a6c8f62
--- /dev/null
+++ b/sale_mini_dashboard/static/src/js/sale_dashboard.js
@@ -0,0 +1,309 @@
+odoo.define('sale_mini_dashboard.sale_dashboard', function(require) {
+ "use strict";
+ var core = require('web.core');
+ var ListModel = require('web.ListModel');
+ var ListRenderer = require('web.ListRenderer');
+ var ListView = require('web.ListView');
+ var KanbanRenderer = require('web.KanbanRenderer');
+ var KanbanView = require('web.KanbanView');
+ var KanbanModel = require('web.KanbanModel');
+ var view_registry = require('web.view_registry');
+ var SampleServer = require('web.SampleServer');
+ var QWeb = core.qweb;
+ const session = require('web.session');
+
+
+ // Add mock of method 'retrieve_dashboard' in SampleServer, so that we can have
+ // the sample data in empty purchase kanban and list view
+ let dashboardValues;
+ SampleServer.mockRegistry.add('sale.order/get_dashboard_values', () => {
+ return Object.assign({}, dashboardValues);
+ });
+ /**
+ * Sale Dashboard component for managing sales data and filters.
+ * @extends AbstractAction
+ */
+ var SaleDashBoard = ListRenderer.extend({
+ events: _.extend({}, ListRenderer.prototype.events, {
+ 'click .g-col-4': 'setSearchContext',
+ }),
+ /**
+ * @override
+ * @private
+ * @returns {Promise}
+ */
+ _renderView: function() {
+ var self = this;
+ return this._super.apply(this, arguments).then(function() {
+ var values = self.state.dashboardValues;
+ var sale_mini_dashboard = QWeb.render('sale_mini_dashboard.SaleDashboard', {
+ values: values,
+ });
+ self.$el.prepend(sale_mini_dashboard);
+ });
+ },
+
+ async setSearchContext(ev) {
+ try {
+ // Extract filter names from the button attribute
+ let filter_name = ev.currentTarget.getAttribute("title");
+ let filters = filter_name.split(',');
+ var search_view = this.getParent();
+ // Clear the current search query
+ let searchInput = search_view.el.querySelector('.o_searchview_input_container');
+ if (!searchInput) {
+ console.error("Search input element is not found");
+ return;
+ }
+ let facets = searchInput.querySelectorAll('.o_facet_remove');
+ for (const facet of facets) {
+ facet.click(); // This will call _onFacetRemove
+ }
+ // Wait for UI updates before continuing
+ await this.waitForFacetsToClear();
+ // Activate filters in the search model
+ var searchItems = _.filter(search_view.searchModel.get('filters'), function(item) {
+ return filters.includes(item.description);
+ });
+ for (const item of searchItems) {
+ this.getParent().searchModel.dispatch("toggleFilter", item.id);
+ }
+ } catch (error) {
+ console.error("Error in setSearchContext:", error);
+ }
+ },
+
+ // Helper function to wait for facets to be removed
+ waitForFacetsToClear() {
+ return new Promise((resolve) => {
+ // Check if there are no active facets left
+ let interval = setInterval(() => {
+ let search_view = this.getParent();
+ let activeFilters = search_view.searchModel.get('filters').filter(f => f.isActive);
+ if (activeFilters.length === 0) {
+ clearInterval(interval);
+ resolve();
+ }
+ }, 100); // Check every 100ms
+ });
+ },
+ });
+ var SaleListDashboardModel = ListModel.extend({
+ /**
+ * @override
+ */
+ init: function() {
+ this.dashboardValues = {};
+ this._super.apply(this, arguments);
+ },
+
+ /**
+ * @override
+ */
+ __get: function(localID) {
+ var result = this._super.apply(this, arguments);
+ if (_.isObject(result)) {
+ result.dashboardValues = this.dashboardValues[localID];
+ }
+ return result;
+ },
+ /**
+ * @override
+ * @returns {Promise}
+ */
+ __load: function() {
+ return this._loadDashboard(this._super.apply(this, arguments));
+ },
+ /**
+ * @override
+ * @returns {Promise}
+ */
+ __reload: function() {
+ return this._loadDashboard(this._super.apply(this, arguments));
+ },
+
+ /**
+ * @private
+ * @param {Promise} super_def a promise that resolves with a dataPoint id
+ * @returns {Promise -> string} resolves to the dataPoint id
+ */
+ _loadDashboard: function(super_def) {
+ var self = this;
+ var dashboard_def = this._rpc({
+ model: 'sale.order',
+ method: 'get_dashboard_values',
+ context: session.user_context,
+ });
+ return Promise.all([super_def, dashboard_def]).then(function(results) {
+ var id = results[0];
+ dashboardValues = results[1];
+ self.dashboardValues[id] = dashboardValues;
+ return id;
+ });
+ },
+ });
+
+ var SaleListDashboardView = ListView.extend({
+ config: _.extend({}, ListView.prototype.config, {
+ Model: SaleListDashboardModel,
+ Renderer: SaleDashBoard,
+ }),
+
+ });
+
+
+ //--------------------------------------------------------------------------
+ // Kanban View
+ //--------------------------------------------------------------------------
+ var SaleKanbanDashBoard = KanbanRenderer.extend({
+ events: _.extend({}, KanbanRenderer.prototype.events, {
+ 'click .g-col-4': 'setSearchContext',
+ }),
+ /**
+ * @override
+ * @private
+ * @returns {Promise}
+ */
+ _renderView: function() {
+ var self = this;
+ return this._super.apply(this, arguments).then(function() {
+ var values = self.state.dashboardValues;
+ var sale_mini_dashboard = QWeb.render('sale_mini_dashboard.SaleDashboard', {
+ values: values,
+ });
+
+ self.$el.prepend(sale_mini_dashboard);
+ });
+ },
+
+ /**
+ * @private
+ * @param {MouseEvent}
+ */
+ _onDashboardActionClicked: function(e) {
+ e.preventDefault();
+ var $action = $(e.currentTarget);
+ this.trigger_up('sale_dashboard_open_action', {
+ action_name: "sale.view_quotation_tree_with_onboarding",
+ action_context: $action.attr('filter_name'),
+ });
+ },
+
+ async setSearchContext(ev) {
+ try {
+ // Extract filter names from the button attribute
+ let filter_name = ev.currentTarget.getAttribute("title");
+ let filters = filter_name.split(',');
+ var search_view = this.getParent();
+ // Clear the current search query
+ let searchInput = search_view.el.querySelector('.o_searchview_input_container');
+ if (!searchInput) {
+ console.error("Search input element is not found");
+ return;
+ }
+ let facets = searchInput.querySelectorAll('.o_facet_remove');
+ for (const facet of facets) {
+ facet.click(); // This will call _onFacetRemove
+ }
+ // Wait for UI updates before continuing
+ await this.waitForFacetsToClear();
+ // Activate filters in the search model
+ var searchItems = _.filter(search_view.searchModel.get('filters'), function(item) {
+ return filters.includes(item.description);
+ });
+ for (const item of searchItems) {
+ this.getParent().searchModel.dispatch("toggleFilter", item.id);
+ }
+ } catch (error) {
+ console.error("Error in setSearchContext:", error);
+ }
+ },
+
+ // Helper function to wait for facets to be removed
+ waitForFacetsToClear() {
+ return new Promise((resolve) => {
+ // Check if there are no active facets left
+ let interval = setInterval(() => {
+ let search_view = this.getParent();
+ let activeFilters = search_view.searchModel.get('filters').filter(f => f.isActive);
+ if (activeFilters.length === 0) {
+ clearInterval(interval);
+ resolve();
+ }
+ }, 100); // Check every 100ms
+ });
+ },
+
+ });
+ var SaleKanbanDashboardModel = KanbanModel.extend({
+ /**
+ * @override
+ */
+ init: function() {
+ this.dashboardValues = {};
+ this._super.apply(this, arguments);
+ },
+
+ /**
+ * @override
+ */
+ __get: function(localID) {
+ var result = this._super.apply(this, arguments);
+ if (_.isObject(result)) {
+ result.dashboardValues = this.dashboardValues[localID];
+ }
+ return result;
+ },
+ /**
+ * @override
+ * @returns {Promise}
+ */
+ __load: function() {
+ return this._loadDashboard(this._super.apply(this, arguments));
+ },
+ /**
+ * @override
+ * @returns {Promise}
+ */
+ __reload: function() {
+ return this._loadDashboard(this._super.apply(this, arguments));
+ },
+
+ /**
+ * @private
+ * @param {Promise} super_def a promise that resolves with a dataPoint id
+ * @returns {Promise -> string} resolves to the dataPoint id
+ */
+ _loadDashboard: function(super_def) {
+ var self = this;
+ var dashboard_def = this._rpc({
+ model: 'sale.order',
+ method: 'get_dashboard_values',
+ context: session.user_context,
+ });
+ return Promise.all([super_def, dashboard_def]).then(function(results) {
+ var id = results[0];
+ dashboardValues = results[1];
+ self.dashboardValues[id] = dashboardValues;
+ return id;
+ });
+ },
+ });
+ var SaleKanbanDashboardView = KanbanView.extend({
+ config: _.extend({}, KanbanView.prototype.config, {
+ Model: SaleKanbanDashboardModel,
+ Renderer: SaleKanbanDashBoard,
+ }),
+
+ });
+
+ view_registry.add('sale_list_dashboard', SaleListDashboardView);
+ view_registry.add('sale_kanban_dashboard', SaleKanbanDashboardView);
+
+ return {
+ SaleListDashboardModel: SaleListDashboardModel,
+ SaleDashBoard: SaleDashBoard,
+ SaleKanbanDashboardModel: SaleKanbanDashboardModel,
+ SaleKanbanDashBoard: SaleKanbanDashBoard,
+ };
+});
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..52c515a31
--- /dev/null
+++ b/sale_mini_dashboard/static/src/xml/sale_dashboard_views.xml
@@ -0,0 +1,131 @@
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+
+
+
+
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+
+ All Orders
+
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+
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+
+
+
+
+
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+ Total of Sale Orders
+
+
+
+
+
+
+
+
+ Total of Quotations
+
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+
+
+
+