Account Dashboard Banner

account_dashboard_banner · OCA/account-financial-tools

    Repository
    OCA/account-financial-tools · module folder · Try on Runboat
    Module version
    2.0.0
    Category
    Accounting
    Folder size
    0.27 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/account-financial-tools
    Last tracking update
    2026-08-07 08:42:53
    Authors
    Akretion, Odoo Community Association (OCA)
    Maintainers
    Akretion, Odoo Community Association (OCA)
    Committers
    Alexis de Lattre, Weblate, OCA-git-bot, oca-ci, Benoît
    Odoo dependencies
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    Python dependencies
    None
    System dependencies
    None
    Required by
    account_dashboard_banner_mis_builder
    Description
    The development of this module started with a simple analysis: accountants
tend to forget to update the lock dates. Part of the problem lies in the
fact that the lock dates can be seen in the wizard to update the lock
dates, but accountants have no incentive to start this wizard regularly
to check the lock dates. The idea was to display the lock dates in a
banner at the top of the accounting dashboard, so that accountants
have the value of the lock dates in front of their eyes.

With such a banner in the accounting dashboard to display the lock
dates, there was a great temptation to display other interesting
information in that banner, such as some key figures of the accounting:
liquidity, turnover, customer overdue, etc. It gave birth to the idea to
have a configurable banner in the accounting dashboard!

    Code Analysis ⓘ

    Views touched (3)
    XML IDNameModelTypeStatus
    account_dashboard_banner_cell_form account.dashboard.banner.cell form New
    account_dashboard_banner_cell_list account.dashboard.banner.cell list New
    account_journal_dashboard_kanban_view account.journal kanban Inherits account.account_journal_dashboard_kanban_view
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (1)

    New fields (10)
    • cell_type Selection
      required=True args: [('income_fiscalyear', 'Fiscal Year-to-date Income'), ('income_year', 'Year-to-date Income'), ('income_quarter', 'Quarter-to-date Income'), ('income_month', 'Month-to-date Income'), ('liquidity', 'Liquidity'), ('customer_debt', 'Customer Debt'), ('customer_overdue', 'Customer Overdue'), ('supplier_debt', 'Supplier Debt'), ('tax_lock_date', 'Tax Return Lock Date'), ('sale_lock_date', 'Sales Lock Date'), ('purchase_lock_date', 'Purchase Lock Date'), ('fiscalyear_lock_date', 'Global Lock Date'), ('hard_lock_date', 'Hard Lock Date')]
    • custom_label Char
    • custom_tooltip Char
    • sequence Integer
    • warn Boolean
      string='Warning'
    • warn_lock_date_days Integer
      compute='_compute_warn_fields' precompute=True readonly=False store=True
    • warn_max Float
      string='Maximum'
    • warn_min Float
      string='Minimum'
    • warn_type Selection
      default='under' args: [('under', 'Under Minimum'), ('above', 'Above Maximum'), ('outside', 'Under Minimum or Above Maximum'), ('inside', 'Between Minimum and Maximum')]
    • warn_type_show Boolean
      compute='_compute_warn_fields' precompute=True store=True
    Public methods (1)
    • get_banner_data(self)
      @api.model
      This is the method called by the JS code that displays the banner

    Loading…

    Status
    Open migration PR — not merged yet for this version
    CI status
    green — ready to merge
    Open since
    8 days ago
    Last activity
    7 days ago
    Repository
    OCA/account-financial-tools
    Pull request
    [19.0][MIG] account_dashboard_banner: Migration to 19.0 (#2370)