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odoo accounting v14 pos v15
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Dashboard creation.

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This question has been flagged
mrpdashboardmrp.propertyodoo
4 Respostes
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Logicious

Hello,

does anybody tell me how can i create a customise dash board .I am not familiar with it.  Basically my problem is that i want to create a sub menu under the Manufacturing and its should perform some view like graph,list,line..etc.I search lot to find how it can be done, but i couldn't get it. How could we make sub menu in dash board like (in sales -> Sales analysis ) .Give me a proper direction to find the solution for that.Please give any clues ,how to create or something.. please


thanking you,

Logicious

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Autor

@Pawan: Thanks Pawan , can i ask you something , when we are installing the sale , its automatically comes over there. How its possible?

Axel Mendoza

Do you want to create Dashboards and get packed in a module? I mean define the dashboard like a view using xml when you are develop or customizing a module?

Logicious
Autor

developing a module with dash board... thats it

Niyas Raphy (Walnut Software Solutions)

https://www.youtube.com/watch?v=kfffu4Uzo10

Avatar
Prasanth ks
Best Answer

if you want to customize any dash board or create a new dashboard of existing module , just inhertis the view of that module you just only needed the xml file itself. i will given you an example... of what i did intomrp


<openerp>

<data>

<record id="view_work_order_graph" model="ir.ui.view">

<field name="name">mrp.production.workcenter.line.graph</field>

<field name="model">mrp.production.workcenter.line</field>

<field name="arch" type="xml">

<graph string="Manufacturing Analysis" type="pivot" stacked="True">

<field name="name"/>

<field name="production_id"/>

</graph>

</field>

</record>

<record id="filter_by_state_workcenter_id" model="ir.filters">

<field name="name"> By Work Center </field>

<field name="model_id">mrp.production.workcenter.line</field>

<field name="user_id" eval="False"/>

<field name="context">{'group_by':['workcenter_id']}</field>

</record>

<record id="filter_by_state_work_order" model="ir.filters">

<field name="name"> By WorkOrder State </field>

<field name="model_id">mrp.production.workcenter.line</field>

<field name="user_id" eval="False"/>

<field name="context">{'group_by':['state']}</field>

</record>

<record id="filter_by_scheduled_date_work_order" model="ir.filters">

<field name="name"> By Scheduled Date </field>

<field name="model_id">mrp.production.workcenter.line</field>

<field name="user_id" eval="False"/>

<field name="context">{'group_by':['date_planned']}</field>

</record>

<record id="action_work_order_report_all" model="ir.actions.act_window">

<field name="name">Work Order Analysis</field>

<field name="res_model">mrp.production.workcenter.line</field>

<field name="view_type">form</field>

<field name="view_mode">graph,tree</field>

<!-- <field name="search_view_id" ref="view_order_product_search"/>-->

<field name="view_id" ref="view_work_order_graph"/>

<!-- <field name="context">{'search_default_Sales':1, 'group_by_no_leaf':1,'group_by':[]}</field>-->

<field name="help">This report performs analysis on your quotations and sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>

</record>

<menuitem action="action_work_order_report_all" id="work_order_analysis" parent="manufacture_parent_report_menu" sequence="4"/>

</data>

</openerp>

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Tarek Mohamed Ibrahim
Best Answer

If I understood your request, the idea is to use the board.board model

Here is an example I created that installs a dashboard automatically with my module

        <record id="board_purchase_form_pm" model="ir.ui.view">
<field name="name">board.purchase.form</field>
<field name="model">board.board</field>
<field name="arch" type="xml">
<form string="Purchase Dashboard" version="7.0">
<board style="1-1">
<column>
<action name="%(purchase_pm_po_need_approval)d" string="PM : Purchases Orders need approval"/>
</column>
<column>
<action name="%(purchase_pm_po_need_receive)d" string="PM : Purchases Orders need Receive"/>
</column>
</board>
</form>
</field>
</record>

Here is one of the actions:

        <record id="purchase_pm_po_need_approval" model="ir.actions.act_window">
<field name="name">Purchase Orders</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">purchase.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="domain">[('state','in',['depheadapr'])]</field>
<field name="context">{'quotation_only': True}</field>
</record>

I hope this would help




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Pawan
Best Answer

Logicious, You can navigate to Reporting -> Configuration -> My DashBoards and create a new dashboard(Menu), by selecting "Sales" as a parent menu you can create a new menu under it..

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Logicious
Autor Best Answer

@tarek : thanks buddy, finally you got the idea what needed. i will try it.

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Logicious
Autor

@tarek: i got one error like this buddy-ParseError: "External ID not found in the system: room_availability.action_room_booking" while parsing /opt/odoo/odoo/addons/room_availability/room_view.xml:94, near

Pawan

You have to define a action named action_room_booking in you xml like what was suggested above by @Tarek for action purchase_pm_po_need_approval.

Logicious
Autor

@pawan:- thank you pawan.

Logicious
Autor

@prasanth: yes this is what i exactly needed. thank you

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