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============= | ||
Kpi Dashboard | ||
============= | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:3f7c1c23f7a3a6d0be24a8c1fdfd24dbca96ce6215e852d52674f9cf90f6c96f | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github | ||
:target: https://github.com/OCA/reporting-engine/tree/14.0/kpi_dashboard | ||
:alt: OCA/reporting-engine | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/reporting-engine-14-0/reporting-engine-14-0-kpi_dashboard | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=14.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module adds new kinds of dashboards on a specific new type of view. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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Configure KPIs | ||
~~~~~~~~~~~~~~ | ||
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#. Access `Dashboards > Configuration > KPI Dashboards > Configure KPI` | ||
#. Create a new KPI specifying the computation method and the kpi type | ||
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#. Number: result must contain a `value` and, if needed, a `previous` | ||
#. Meter: To show a percentage value, result must contain `value`. `value` must be a positive integer between 0 to 100. Meter is implemented with GaugeMeter (https://github.com/Mictronics/GaugeMeter). It can be customized by setting parameters for GaugeMeter in result. See https://github.com/Mictronics/GaugeMeter#parameter-definitions for details. | ||
#. Graph: result must contain a list on `graphs` containing `values`, `title` and `key` | ||
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#. In order to compute the KPI you can use a predefined function from a model or | ||
use the code to directly compute it. | ||
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Using KPI with code | ||
~~~~~~~~~~~~~~~~~~~ | ||
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Define the code directly on the code field. You can use `self` and `model` as the kpi element | ||
The script should create a variable called `result` as a dictionary that | ||
will be stored as the value. | ||
For example, we can use:: | ||
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result = {} | ||
result['value'] = len(model.search([('id', '=', %s)])) | ||
result['previous'] = len(model.search([('id', '!=', %s)])) | ||
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Configure dashboards | ||
~~~~~~~~~~~~~~~~~~~~ | ||
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#. Access `Dashboards > Configuration > KPI Dashboards > Configure Dashboards` | ||
#. Create a new dashboard and specify all the standard parameters on `Widget configuration` | ||
#. Append elements on KPIs | ||
#. You can preview the element using the dashboard view | ||
#. You can create the menu entry directly using the `Generate menu` button | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20kpi_dashboard%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Creu Blanca | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Enric Tobella <etobella@creublanca.es> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px | ||
:target: https://github.com/etobella | ||
:alt: etobella | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-etobella| | ||
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This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/14.0/kpi_dashboard>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models | ||
from . import wizards |
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# Copyright 2020 Creu Blanca | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Kpi Dashboard", | ||
"summary": """Create Dashboards using kpis""", | ||
"version": "15.0.1.0.0", | ||
"license": "AGPL-3", | ||
"author": "Creu Blanca,Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/reporting-engine", | ||
"depends": ["bus", "board", "base_sparse_field"], | ||
"qweb": ["static/src/xml/dashboard.xml"], | ||
"data": [ | ||
"wizards/kpi_dashboard_menu.xml", | ||
"security/security.xml", | ||
"security/ir.model.access.csv", | ||
"views/kpi_menu.xml", | ||
"views/kpi_kpi.xml", | ||
"views/kpi_dashboard.xml", | ||
], | ||
"assets": { | ||
"web.assets_backend": [ | ||
"kpi_dashboard/static/src/js/widget_registry.js", | ||
"kpi_dashboard/static/src/js/widget/abstract_widget.js", | ||
"kpi_dashboard/static/src/js/dashboard_renderer.js", | ||
"kpi_dashboard/static/src/js/dashboard_model.js", | ||
"kpi_dashboard/static/src/js/dashboard_controller.js", | ||
"kpi_dashboard/static/src/js/dashboard_view.js", | ||
"kpi_dashboard/static/src/js/widget/integer_widget.js", | ||
"kpi_dashboard/static/src/js/widget/number_widget.js", | ||
"kpi_dashboard/static/src/js/widget/counter_widget.js", | ||
"kpi_dashboard/static/src/js/widget/meter_widget.js", | ||
"kpi_dashboard/static/src/js/widget/graph_widget.js", | ||
"kpi_dashboard/static/src/js/widget/text_widget.js", | ||
"kpi_dashboard/static/src/js/field_widget.js", | ||
"kpi_dashboard/static/src/scss/kpi_dashboard.scss", | ||
], | ||
"web.assets_qweb": [ | ||
"kpi_dashboard/static/src/xml/**/*", | ||
], | ||
}, | ||
"demo": ["demo/demo_dashboard.xml"], | ||
"maintainers": ["etobella"], | ||
} |
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<?xml version="1.0" encoding="UTF-8" ?> | ||
<odoo> | ||
<record id="demo_dashboard" model="kpi.dashboard"> | ||
<field name="name">Dashboard</field> | ||
<field name="number_of_columns">4</field> | ||
<field name="widget_dimension_y">50</field> | ||
<field name="widget_dimension_x">250</field> | ||
<field name="background_color">#020202</field> | ||
<field name="compute_on_fly_refresh">30</field> | ||
</record> | ||
<record id="widget_number_01" model="kpi.kpi"> | ||
<field name="name">Number 01</field> | ||
<field name="prefix">$</field> | ||
<field name="computation_method">code</field> | ||
<field name="widget">number</field> | ||
<field name="code">result = {"value": 10000,"previous": 12000}</field> | ||
</record> | ||
<record id="widget_number_02" model="kpi.kpi"> | ||
<field name="name">Number 02</field> | ||
<field name="suffix">€</field> | ||
<field name="computation_method">code</field> | ||
<field name="widget">number</field> | ||
<field name="code">result = {"value": 12000,"previous": 10000}</field> | ||
</record> | ||
<function | ||
model="kpi.kpi" | ||
name="compute" | ||
eval="[[ref('widget_number_01'), ref('widget_number_02')]]" | ||
/> | ||
<record id="widget_meter_01" model="kpi.kpi"> | ||
<field name="name">Meter 01</field> | ||
<field name="suffix">%</field> | ||
<field name="computation_method">code</field> | ||
<field name="widget">meter</field> | ||
<field name="code">result = {"value": 90}</field> | ||
</record> | ||
<record id="widget_meter_02" model="kpi.kpi"> | ||
<field name="name">Meter 02</field> | ||
<field name="prefix">$</field> | ||
<field name="computation_method">code</field> | ||
<field name="widget">meter</field> | ||
<field | ||
name="code" | ||
>result = {"min": 0, "total": 200, "used": 90, showvalue: True}</field> | ||
</record> | ||
<function | ||
model="kpi.kpi" | ||
name="compute" | ||
eval="[[ref('widget_meter_01'), ref('widget_meter_02')]]" | ||
/> | ||
<record id="widget_graph" model="kpi.kpi"> | ||
<field name="name">Graph</field> | ||
<field name="computation_method">code</field> | ||
<field name="widget">graph</field> | ||
<field | ||
name="code" | ||
><![CDATA[ | ||
result = {"graphs": [ | ||
{ | ||
"values": [ | ||
{"x": i, "y": i * 1000} | ||
for i in range(1, 12) | ||
], | ||
"title": "Current Year", | ||
"key": "current", | ||
"area": True, | ||
"color": "ffffff", | ||
}, | ||
{ | ||
"values": [ | ||
{"x": i, "y": 1000 * (12-i)} | ||
for i in range(1, 12) | ||
], | ||
"title": "Previous Year", | ||
"key": "previous", | ||
"area": True, | ||
"color": "000000", | ||
}, | ||
]} | ||
]]></field> | ||
</record> | ||
<function model="kpi.kpi" name="compute" eval="[[ref('widget_graph')]]" /> | ||
<record id="widget_integer" model="kpi.kpi"> | ||
<field name="name">Integer counter</field> | ||
<field name="computation_method">code</field> | ||
<field name="widget">integer</field> | ||
<field name="compute_on_fly" eval="True" /> | ||
<field | ||
name="code" | ||
><![CDATA[ | ||
result = {"value": self.env.context.get('counter', 990)} | ||
]]></field> | ||
</record> | ||
<record id="widget_counter" model="kpi.kpi"> | ||
<field name="name">Counter</field> | ||
<field name="computation_method">code</field> | ||
<field name="widget">counter</field> | ||
<field name="compute_on_fly" eval="True" /> | ||
<field | ||
name="code" | ||
><![CDATA[ | ||
result = {"value": self.env.context.get('counter', 990)} | ||
]]></field> | ||
</record> | ||
<record id="dashboard_widget_text" model="kpi.dashboard.item"> | ||
<field name="name">Dashboard title</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="column">1</field> | ||
<field name="row">1</field> | ||
<field name="size_x">4</field> | ||
<field name="color">#707070</field> | ||
<field name="font_color">#000000</field> | ||
</record> | ||
<record id="dashboard_widget_number_01" model="kpi.dashboard.item"> | ||
<field name="name">Number 01</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="kpi_id" ref="widget_number_01" /> | ||
<field name="column">1</field> | ||
<field name="row">2</field> | ||
<field name="size_y">4</field> | ||
<field name="color">#47bbb3</field> | ||
<field name="font_color">#ffffff</field> | ||
</record> | ||
<record id="dashboard_widget_number_02" model="kpi.dashboard.item"> | ||
<field name="name">Number 02</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="kpi_id" ref="widget_number_02" /> | ||
<field name="column">1</field> | ||
<field name="row">6</field> | ||
<field name="size_y">4</field> | ||
<field name="color">#ec663c</field> | ||
<field name="font_color">#ffffff</field> | ||
</record> | ||
<record id="dashboard_widget_meter_01" model="kpi.dashboard.item"> | ||
<field name="name">Meter 01</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="kpi_id" ref="widget_meter_01" /> | ||
<field name="column">2</field> | ||
<field name="row">2</field> | ||
<field name="size_y">4</field> | ||
<field name="color">#9c4274</field> | ||
<field name="font_color">#ffffff</field> | ||
</record> | ||
<record id="dashboard_widget_meter_02" model="kpi.dashboard.item"> | ||
<field name="name">Meter 02</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="kpi_id" ref="widget_meter_02" /> | ||
<field name="column">2</field> | ||
<field name="row">6</field> | ||
<field name="size_y">4</field> | ||
<field name="color">#12b0c5</field> | ||
<field name="font_color">#ffffff</field> | ||
</record> | ||
<record id="dashboard_widget_add_counter" model="kpi.dashboard.item"> | ||
<field name="name">+1 to Counter</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="column">3</field> | ||
<field name="row">10</field> | ||
<field name="size_y">1</field> | ||
<field name="size_x">2</field> | ||
<field name="color">#B41F1F</field> | ||
<field name="font_color">#EEBF77</field> | ||
<field name="modify_context" eval="True" /> | ||
<field name="modify_context_expression"> | ||
{'counter': (context.counter or 990) + 1} | ||
</field> | ||
<field name="modify_color" eval="True" /> | ||
<field name="modify_color_expression"> | ||
check_if(((context.counter or 990) + 1) % 2, '#ff0000', '#00ff00') | ||
</field> | ||
</record> | ||
<record id="dashboard_widget_counter" model="kpi.dashboard.item"> | ||
<field name="name">Counter</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="kpi_id" ref="widget_counter" /> | ||
<field name="column">3</field> | ||
<field name="row">11</field> | ||
<field name="size_y">3</field> | ||
<field name="color">#4B0082</field> | ||
<field name="font_color">#ffffff</field> | ||
</record> | ||
<record id="dashboard_widget_integer" model="kpi.dashboard.item"> | ||
<field name="name">Integer</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="kpi_id" ref="widget_integer" /> | ||
<field name="column">4</field> | ||
<field name="row">11</field> | ||
<field name="size_y">3</field> | ||
<field name="color">#ffffff</field> | ||
<field name="font_color">#4B0082</field> | ||
</record> | ||
<record id="dashboard_widget_graph" model="kpi.dashboard.item"> | ||
<field name="name">Graph</field> | ||
<field name="dashboard_id" ref="demo_dashboard" /> | ||
<field name="kpi_id" ref="widget_graph" /> | ||
<field name="column">3</field> | ||
<field name="row">2</field> | ||
<field name="size_x">2</field> | ||
<field name="size_y">8</field> | ||
<field name="color">#ff9618</field> | ||
<field name="font_color">#ffffff</field> | ||
</record> | ||
</odoo> |
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