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OCA-git-bot 356621df21 [UPD] README.rst 2023-09-03 17:50:30 +00:00
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controllers [MIG][12.0] web_dashboard_tile 2021-10-21 19:51:45 +02:00
demo [MIG][12.0] web_dashboard_tile 2021-10-21 19:51:45 +02:00
i18n Update translation files 2023-04-18 22:03:09 +00:00
migrations [FIX] web_dashboard_tile : previous improvment introduced a regression due to the domain [('hidden', '=', False)] because it call the _compute_data for all the tiles, even if we want to display the tiles of a single category. 2023-04-06 16:03:46 +02:00
models [FIX] web_dashboard_tile : previous improvment introduced a regression due to the domain [('hidden', '=', False)] because it call the _compute_data for all the tiles, even if we want to display the tiles of a single category. 2023-04-06 16:03:46 +02:00
readme [MIG][12.0] web_dashboard_tile 2021-10-21 19:51:45 +02:00
security [MIG][12.0] web_dashboard_tile 2021-10-21 19:51:45 +02:00
static [UPD] README.rst 2023-09-03 17:50:30 +00:00
tests [MIG][12.0] web_dashboard_tile 2021-10-21 19:51:45 +02:00
views [FIX] web_dashboard_tile : remove obsolete qweb reference to xml file ; restore templates.xml file to include css file 2021-12-16 12:11:58 +01:00
README.rst [UPD] README.rst 2023-09-03 17:50:30 +00:00
__init__.py [MIG][12.0] web_dashboard_tile 2021-10-21 19:51:45 +02:00
__manifest__.py [FIX] web_dashboard_tile : previous improvment introduced a regression due to the domain [('hidden', '=', False)] because it call the _compute_data for all the tiles, even if we want to display the tiles of a single category. 2023-04-06 16:03:46 +02:00

README.rst 

==========================
Overview Dashboard (Tiles)
==========================

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.. |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/12.0/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-12-0/web-12-0-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=12.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Adds a dashboard where you can configure tiles from any view and add them as short cut.

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 > Settings > Dashboard Categories"

* Click on Create

* Set a name, and save.

Odoo menu and action are automatically created.
You should refresh your browser to see new menu items.

.. image:: https://raw.githubusercontent.com/OCA/web/12.0/web_dashboard_tile/static/description/tile_category_form.png

Then you can create tiles.

* go to "Dashboards > Settings > Dashboard Tiles"

* create a new tile, set a name, a category and a model.

* You can optionally define colors, domain 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/12.0/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/12.0/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/12.0/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/12.0/web_dashboard_tile/static/description/tile_tile_2_tree_view.png

**Note**

When you are in a tree view, with a domain, you can save it in the favorite menu, but the configuration is limited.

.. image:: https://raw.githubusercontent.com/OCA/web/12.0/web_dashboard_tile/static/description/favorite_menu_create_tile.png

.. image:: https://raw.githubusercontent.com/OCA/web/12.0/web_dashboard_tile/static/description/favorite_menu_create_tile_result.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``, ``time``, ``datetime``, `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:%2012.0%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/12.0/web_dashboard_tile>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.