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README.rst
========================== Overview Dashboard (Tiles) ========================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:016842e127bc74b3f446e2ae087f66e14b91670c6e567c09e69b3fc1175667da !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |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%2Fweb-lightgray.png?logo=github :target: https://github.com/OCA/web/tree/16.0/web_dashboard_tile :alt: OCA/web .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/web-16-0/web-16-0-web_dashboard_tile :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/web&target_branch=16.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| This module extends the web module to add new dashboard overview system. By default, the tile displays items count of a given model restricted to a given domain. Optionally, the tile can display the result of a function on a field. - Function is one of ``sum``, ``avg``, ``min``, ``max`` or ``median``. - Field must be integer or float. Tile can be: - Displayed only for a user. - Global for all users. - Restricted to some groups. *Note: The tile will be hidden if the current user doesn't have access to the given model.* **Table of contents** .. contents:: :local: Configuration ============= First, you have to create tile categories. * Go to "Dashboards > Configuration > Overview Settings > Dashboard Categories" * Create categories Odoo menu and action are automatically created in the "Dashboard > Overview" menu You should refresh your browser to see new menu items. .. image:: https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_category_form.png Then you can create tiles. * Go to "Dashboards > Configuration > Overview Settings > Dashboard Items" * create a new tile, set a name, a category and a model. * You can optionally define colors, domain and a specific action to use. * Setting a user, or a group in "Security" tab will restrict the display of the tile. .. image:: https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_form.png You can optionally define a secondary value, for that purpose : * Select a field, a function to apply. * You can define a specific format. (``.format()`` python syntax) .. image:: https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_form_secondary_value.png Usage ===== * Go to "Dashboard > Overview" and select a category * The tile configured is displayed with the up to date count and average values of the selected domain. .. image:: https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_kanban.png * By clicking on the item, you'll navigate to the tree view of the according model. .. image:: https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_2_tree_view.png Known issues / Roadmap ====================== **Known issues** * Can not edit color from dashboard * Original context is ignored. * Original domain and filter are not restored. * To preserve a relative date domain, you have to manually edit the tile's domain from "Configuration > User Interface > Dashboard Tile". You can use the same variables available in filters (``uid``, ``context_today()``, ``current_date``, ``relativedelta``). **Roadmap** * Add icons. * Support client side action (like inbox). * Restore original Domain + Filter when an action is set. * Posibility to hide the tile based on a field expression. * Posibility to set the background color based on a field expression. Bug Tracker =========== Bugs are tracked on `GitHub Issues <https://github.com/OCA/web/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/web/issues/new?body=module:%20web_dashboard_tile%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * initOS GmbH & Co. KG * GRAP * Iván Todorovich <ivan.todorovich@gmail.com> Contributors ~~~~~~~~~~~~ * Markus Schneider <markus.schneider at initos.com> * Sylvain Le Gal (https://twitter.com/legalsylvain) * Iván Todorovich <ivan.todorovich@gmail.com> Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org 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. .. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px :target: https://github.com/legalsylvain :alt: legalsylvain Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |maintainer-legalsylvain| This module is part of the `OCA/web <https://github.com/OCA/web/tree/16.0/web_dashboard_tile>`_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.