Account Dashboard Banner

account_dashboard_banner
REPOSITORY
REPOSITORYOCA/account-financial-tools
GIT
GIThttps://github.com/OCA/account-financial-tools.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-tools/tree/18.0/account_dashboard_banner
VERSION
VERSION 2.0.0
CATEGORY
CATEGORYAccounting
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Akretion
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Akretion
COMMITTERS
COMMITTERSAlexis de Lattre, Weblate, OCA-git-bot, oca-ci, Benoît
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-tools
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:07
ODOO DEPENDENCIES
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
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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
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
REPOSITORY
REPOSITORYOCA/account-financial-tools
GIT
GIThttps://github.com/OCA/account-financial-tools.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-tools/tree/16.0/account_dashboard_banner
VERSION
VERSION 1.0.1
CATEGORY
CATEGORYAccounting
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Akretion
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Akretion
COMMITTERS
COMMITTERSAlexis de Lattre, Weblate, OCA-git-bot, oca-ci
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-tools
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:11:52
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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 tree New
account_journal_dashboard_kanban_view account.journal kanban Inherits account.account_journal_dashboard_kanban_view
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'), ('period_lock_date', 'Journals Entries Lock Date'), ('fiscalyear_lock_date', 'All Users 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