mirror of https://github.com/OCA/web.git
498 lines
17 KiB
HTML
498 lines
17 KiB
HTML
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</head>
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<body>
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<div class="document" id="overview-dashboard-tiles">
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<h1 class="title">Overview Dashboard (Tiles)</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:016842e127bc74b3f446e2ae087f66e14b91670c6e567c09e69b3fc1175667da
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/web/tree/16.0/web_dashboard_tile"><img alt="OCA/web" src="https://img.shields.io/badge/github-OCA%2Fweb-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/web-16-0/web-16-0-web_dashboard_tile"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/web&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module extends the web module to add new dashboard overview system.</p>
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<p>By default, the tile displays items count of a given model restricted to a given domain.</p>
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<p>Optionally, the tile can display the result of a function on a field.</p>
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<ul class="simple">
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<li>Function is one of <tt class="docutils literal">sum</tt>, <tt class="docutils literal">avg</tt>, <tt class="docutils literal">min</tt>, <tt class="docutils literal">max</tt> or <tt class="docutils literal">median</tt>.</li>
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<li>Field must be integer or float.</li>
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</ul>
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<p>Tile can be:</p>
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<ul class="simple">
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<li>Displayed only for a user.</li>
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<li>Global for all users.</li>
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<li>Restricted to some groups.</li>
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</ul>
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<p><em>Note: The tile will be hidden if the current user doesn’t have access to the given model.</em></p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<p>First, you have to create tile categories.</p>
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<ul class="simple">
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<li>Go to “Dashboards > Configuration > Overview Settings > Dashboard Categories”</li>
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<li>Create categories</li>
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</ul>
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<p>Odoo menu and action are automatically created in the “Dashboard > Overview” menu
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You should refresh your browser to see new menu items.</p>
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<img alt="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_category_form.png" src="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_category_form.png" />
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<p>Then you can create tiles.</p>
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<ul class="simple">
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<li>Go to “Dashboards > Configuration > Overview Settings > Dashboard Items”</li>
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<li>create a new tile, set a name, a category and a model.</li>
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<li>You can optionally define colors, domain and a specific action to use.</li>
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<li>Setting a user, or a group in “Security” tab will restrict the display of the tile.</li>
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</ul>
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<img alt="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_form.png" src="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_form.png" />
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<p>You can optionally define a secondary value, for that purpose :</p>
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<ul class="simple">
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<li>Select a field, a function to apply.</li>
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<li>You can define a specific format. (<tt class="docutils literal">.format()</tt> python syntax)</li>
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</ul>
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<img alt="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_form_secondary_value.png" src="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_form_secondary_value.png" />
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<ul class="simple">
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<li>Go to “Dashboard > Overview” and select a category</li>
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<li>The tile configured is displayed with the up to date count and average values of the selected domain.</li>
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</ul>
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<img alt="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_kanban.png" src="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_kanban.png" />
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<ul class="simple">
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<li>By clicking on the item, you’ll navigate to the tree view of the according model.</li>
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</ul>
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<img alt="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_2_tree_view.png" src="https://raw.githubusercontent.com/OCA/web/16.0/web_dashboard_tile/static/description/tile_tile_2_tree_view.png" />
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
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<p><strong>Known issues</strong></p>
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<ul class="simple">
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<li>Can not edit color from dashboard</li>
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<li>Original context is ignored.</li>
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<li>Original domain and filter are not restored.</li>
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<li>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 (<tt class="docutils literal">uid</tt>, <tt class="docutils literal">context_today()</tt>, <tt class="docutils literal">current_date</tt>, <tt class="docutils literal">relativedelta</tt>).</li>
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</ul>
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<p><strong>Roadmap</strong></p>
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<ul class="simple">
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<li>Add icons.</li>
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<li>Support client side action (like inbox).</li>
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<li>Restore original Domain + Filter when an action is set.</li>
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<li>Posibility to hide the tile based on a field expression.</li>
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<li>Posibility to set the background color based on a field expression.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/web/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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<a class="reference external" href="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**">feedback</a>.</p>
|
||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
</div>
|
||
<div class="section" id="credits">
|
||
<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
|
||
<div class="section" id="authors">
|
||
<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
|
||
<ul class="simple">
|
||
<li>initOS GmbH & Co. KG</li>
|
||
<li>GRAP</li>
|
||
<li>Iván Todorovich <<a class="reference external" href="mailto:ivan.todorovich@gmail.com">ivan.todorovich@gmail.com</a>></li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
|
||
<ul class="simple">
|
||
<li>Markus Schneider <markus.schneider at initos.com></li>
|
||
<li>Sylvain Le Gal (<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>)</li>
|
||
<li>Iván Todorovich <<a class="reference external" href="mailto:ivan.todorovich@gmail.com">ivan.todorovich@gmail.com</a>></li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||
<p>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.</p>
|
||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||
<p><a class="reference external image-reference" href="https://github.com/legalsylvain"><img alt="legalsylvain" src="https://github.com/legalsylvain.png?size=40px" /></a></p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/web/tree/16.0/web_dashboard_tile">OCA/web</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
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