From 1fa0ea32bb85638a9de7ff4e6db912eff5cc39b4 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?R=C3=A9mi=20-=20Le=20Filament?= <remi@le-filament.com>
Date: Fri, 16 May 2025 14:20:32 +0200
Subject: [PATCH] [MIG] Migration of dashboard to OWL in v18
---
__manifest__.py | 15 +-
models/lefilament_tdb.py | 256 +++++++++++-
static/src/components/dashboard_detail.esm.js | 105 +++++
static/src/components/dashboard_detail.xml | 193 +++++++++
.../src/components/dashboard_overview.esm.js | 345 +++++++++++++++
static/src/components/dashboard_overview.xml | 394 ++++++++++++++++++
static/src/components/lefilament_tdb.css | 43 ++
views/lefilament_dashboard.xml | 11 +
views/menus.xml | 21 +
views/res_company.xml | 1 +
10 files changed, 1369 insertions(+), 15 deletions(-)
create mode 100644 static/src/components/dashboard_detail.esm.js
create mode 100644 static/src/components/dashboard_detail.xml
create mode 100644 static/src/components/dashboard_overview.esm.js
create mode 100644 static/src/components/dashboard_overview.xml
create mode 100644 static/src/components/lefilament_tdb.css
diff --git a/__manifest__.py b/__manifest__.py
index 002e6a2..5b503d3 100644
--- a/__manifest__.py
+++ b/__manifest__.py
@@ -8,7 +8,13 @@
"website": "https://le-filament.com",
"version": "18.0.1.0.0",
"license": "AGPL-3",
- "depends": ["account_usability", "crm", "hr_expense", "sale"],
+ "depends": [
+ "account_usability",
+ "crm",
+ "hr_expense",
+ "hr_holidays",
+ "lefilament_sales",
+ ],
"data": [
# security
"security/lefilament_dashboard_security.xml",
@@ -21,4 +27,11 @@
# menus
"views/menus.xml",
],
+ "assets": {
+ "web.assets_backend": [
+ "lefilament_tdb/static/src/components/*.js",
+ "lefilament_tdb/static/src/components/*.xml",
+ "lefilament_tdb/static/src/components/lefilament_tdb.css",
+ ],
+ },
}
diff --git a/models/lefilament_tdb.py b/models/lefilament_tdb.py
index 8dc6326..69a16a3 100644
--- a/models/lefilament_tdb.py
+++ b/models/lefilament_tdb.py
@@ -4,9 +4,9 @@
from datetime import date
from dateutil.relativedelta import relativedelta
+from psycopg2._psycopg import AsIs
from odoo import api, fields, models
-from odoo.tools.safe_eval import safe_eval
class LeFilamentTdb(models.Model):
@@ -147,19 +147,6 @@ class LeFilamentTdb(models.Model):
# ------------------------------------------------------
# Action buttons
# ------------------------------------------------------
- @api.model
- def open_detail(self, target_model, name=None, domain=None, views=None):
- action = {
- "name": name or target_model,
- "type": "ir.actions.act_window",
- "res_model": target_model,
- }
- if domain:
- action["domain"] = safe_eval(domain)
- if views:
- action["views"] = safe_eval(views)
-
- return action
# ------------------------------------------------------
# Business function
@@ -167,3 +154,244 @@ class LeFilamentTdb(models.Model):
def get_month_values(self):
for data in self:
data._compute_dashboard_values()
+
+ @staticmethod
+ def _format_monetary(amount):
+ return f"{amount:,}".replace(",", " ") + " €"
+
+ @api.model
+ def dashboard_detail_values(self, date_start=None, date_end=None):
+ customer = self._customer_detail(date_start, date_end)
+ employee_time = self._employee_time(date_start, date_end)
+ return {
+ "customer": customer,
+ "customer_totals": self._compute_totals(customer),
+ "employee_time": employee_time,
+ "employee_time_totals": self._compute_totals(employee_time),
+ }
+
+ def _customer_detail(self, date_start=None, date_end=None):
+ clause = "where 1=1 "
+ if date_start:
+ clause += f"and line_date >= '{date_start}' "
+ if date_end:
+ clause += f"and line_date <= '{date_end}' "
+
+ query = """
+ select
+ customer as "Client",
+ sum(prod) as "Imput.",
+ sum(invoiced + purchase + expense)::int as "Balance Prod",
+ sum(invoiced + purchase + expense)/NULLIF(sum(prod), 0) as "Taux Horaire",
+ sum(invoiced + invoiced_mco) as "Tot. Fact.",
+ sum(invoiced)::int as "Fact. Prod",
+ sum(invoiced_mco)::int as "Fact. Maint",
+ sum(purchase)::int as "Achats",
+ sum(expense)::int as "NdF"
+ from
+ (
+ -- Sélection des heures
+ select
+ aal.date as line_date,
+ p.name as customer,
+ -- contact != Filament et projet != Maintenance et pas flagué vacances
+ case when aal.partner_id != 1 or aal.partner_id is null
+ and aal.holiday_id is null and project_id != 19
+ then unit_amount else 0 end as prod,
+ 0 as invoiced,
+ 0 as invoiced_mco,
+ 0 as purchase,
+ 0 as expense
+ from
+ account_analytic_line aal
+ left join
+ res_partner p on aal.partner_id = p.id
+ left join
+ hr_leave l on aal.holiday_id = l.id
+ left join
+ hr_leave_type lt on l.holiday_status_id = lt.id
+ where
+ aal.project_id is not null
+ and aal.date <= CURRENT_DATE
+ and (lt.active is true or lt.active is null)
+ and partner_id != 1
+
+ -- Sélection du facturé hors maintenance
+ union all
+ select
+ aml.date as line_date,
+ p.name as customer,
+ 0 as prod,
+ (aml.credit - aml.debit) as invoiced,
+ 0 as invoiced_mco,
+ 0 as purchase,
+ 0 as expense
+ from account_move_line aml
+ left join account_move i on aml.move_id = i.id
+ left join res_partner p on i.beneficiary_id = p.id
+ where
+ i.move_type in ('out_invoice', 'out_refund')
+ and i.state = 'posted'
+ and aml.product_id is not null
+ and aml.product_id not in (33, 34, 50, 51, 61, 62)
+
+ -- Sélection du facturé Maintenance
+ union all
+ select
+ aml.date as line_date,
+ p.name as customer,
+ 0 as prod,
+ 0 as invoiced,
+ (aml.credit - aml.debit) as invoiced_mco,
+ 0 as purchase,
+ 0 as expense
+ from account_move_line aml
+ left join account_move i on aml.move_id = i.id
+ left join res_partner p on i.beneficiary_id = p.id
+ where
+ i.move_type in ('out_invoice', 'out_refund')
+ and i.state = 'posted'
+ and aml.product_id is not null
+ and aml.product_id in (33, 34, 50, 51, 61, 62)
+
+ -- Sélection des charges
+ union all
+ select
+ aal.date as line_date,
+ p.name as customer,
+ 0 as prod,
+ 0 as invoiced,
+ 0 as invoiced_mco,
+ amount as purchase,
+ 0 as expense
+ from account_analytic_line aal
+ left join account_move_line aml on aal.move_line_id = aml.id
+ left join account_move i on aml.move_id = i.id
+ left join account_analytic_account a on aal.account_id = a.id
+ left join res_partner p on a.partner_id = p.id
+ where
+ (a.plan_id is null or a.plan_id = 1)
+ and i.state = 'posted'
+ and aml.journal_id = 2
+
+ -- Sélection des NDF
+ union all
+ select
+ aal.date as line_date,
+ p.name as customer,
+ 0 as prod,
+ 0 as invoiced,
+ 0 as invoiced_mco,
+ 0 as purchase,
+ amount as expense
+ from account_analytic_line aal
+ left join account_move_line aml on aal.move_line_id = aml.id
+ left join account_move i on aml.move_id = i.id
+ left join account_analytic_account a on aal.account_id = a.id
+ left join res_partner p on a.partner_id = p.id
+ where
+ (a.plan_id is null or a.plan_id = 1)
+ and i.state = 'posted'
+ and aml.journal_id = 9
+ ) query
+ %s
+ group by
+ customer
+ order by
+ sum(invoiced) desc
+ """
+ self.env.cr.execute(query, (AsIs(clause),))
+ return self.env.cr.dictfetchall()
+
+ def _employee_time(self, date_start=None, date_end=None):
+ clause = ""
+ if date_start:
+ clause += f" and aal.date >= '{date_start}'"
+ if date_end:
+ clause += f" and aal.date <= '{date_end}'"
+
+ query = """
+ select
+ employee as "Employé",
+ sum(production) as "Prod",
+ sum(internal) as "Interne",
+ sum(revenue) as "CA"
+
+ from (
+ select
+ p.name as employee,
+ 0 as production,
+ 0 as internal,
+ sum(aal.amount) as revenue
+ from
+ account_analytic_line aal
+ left join
+ account_analytic_account aa on aal.account_id = aa.id
+ left join
+ account_analytic_plan aap on aa.plan_id = aap.id
+ left join
+ res_partner p on aa.partner_id = p.id
+ where
+ aap.id = 3
+ %s
+ group by p.name
+
+ union
+
+ select
+ e.name as employee,
+ sum(case when aal.partner_id != 1 or aal.partner_id is null
+ and aal.holiday_id is null then unit_amount else 0 end)
+ as production,
+ sum(case when aal.partner_id = 1 and aal.holiday_id is null
+ then unit_amount else 0 end)
+ as internal,
+ 0 as revenue
+ from
+ account_analytic_line aal
+ left join
+ hr_employee e on aal.employee_id = e.id
+ left join
+ hr_leave l on aal.holiday_id = l.id
+ left join
+ hr_leave_type lt on l.holiday_status_id = lt.id
+ where
+ aal.project_id is not null
+ %s
+ group by e.name
+ ) query
+ group by employee
+ order by sum(production) desc
+ """
+ self.env.cr.execute(
+ query,
+ (
+ AsIs(clause),
+ AsIs(clause),
+ ),
+ )
+ return self.env.cr.dictfetchall()
+
+ @staticmethod
+ def _compute_totals(result):
+ if not isinstance(result, list) or not result:
+ return {}
+ last_result = result[-1]
+ totals = {}
+ for column in last_result.keys():
+ if isinstance(last_result.get(column), int | float):
+ totals.update(
+ {
+ column: sum(
+ list(
+ map(
+ lambda d: d.get(column) if d.get(column) else 0.0,
+ result,
+ )
+ )
+ )
+ }
+ )
+ else:
+ totals.update({column: False})
+ return totals
diff --git a/static/src/components/dashboard_detail.esm.js b/static/src/components/dashboard_detail.esm.js
new file mode 100644
index 0000000..8d7d4c7
--- /dev/null
+++ b/static/src/components/dashboard_detail.esm.js
@@ -0,0 +1,105 @@
+import {registry} from "@web/core/registry";
+import {useService} from "@web/core/utils/hooks";
+const {Component, useState, onWillStart} = owl;
+
+export class LFDetailsDashboard extends Component {
+ setup() {
+ this.state = useState({
+ date_start: null,
+ date_end: null,
+ customer: [],
+ customer_totals: {},
+ employee_time: [],
+ employee_time_totals: {},
+ });
+ this.orm = useService("orm");
+
+ onWillStart(async () => {
+ await this.getData();
+ });
+ }
+
+ async getData() {
+ const result = await this.orm.call(
+ "lefilament.dashboard",
+ "dashboard_detail_values",
+ [],
+ {
+ date_start: this.state.date_start || null,
+ date_end: this.state.date_end || null,
+ }
+ );
+ if (result) {
+ this.state.customer = result.customer || [];
+ this.state.customer_totals = result.customer_totals || {};
+ this.state.employee_time = result.employee_time || [];
+ this.state.employee_time_totals = result.employee_time_totals || {};
+ }
+ }
+
+ async updatePeriod(period) {
+ const date = new Date();
+ switch (period) {
+ case "this_month":
+ this.state.date_start = new Date(
+ date.getFullYear(),
+ date.getMonth(),
+ 1,
+ 12
+ )
+ .toISOString()
+ .split("T")[0];
+ this.state.date_end = new Date(
+ date.getFullYear(),
+ date.getMonth() + 1,
+ 0,
+ 12
+ )
+ .toISOString()
+ .split("T")[0];
+ break;
+ case "last_month":
+ this.state.date_start = new Date(
+ date.getFullYear(),
+ date.getMonth() - 1,
+ 1,
+ 12
+ )
+ .toISOString()
+ .split("T")[0];
+ this.state.date_end = new Date(
+ date.getFullYear(),
+ date.getMonth(),
+ 0,
+ 12
+ )
+ .toISOString()
+ .split("T")[0];
+ break;
+ case "this_year":
+ this.state.date_start = new Date(date.getFullYear(), 0, 1, 12)
+ .toISOString()
+ .split("T")[0];
+ this.state.date_end = new Date(date.getFullYear() + 1, 0, 0, 12)
+ .toISOString()
+ .split("T")[0];
+ break;
+ case "last_year":
+ this.state.date_start = new Date(date.getFullYear() - 1, 0, 1, 12)
+ .toISOString()
+ .split("T")[0];
+ this.state.date_end = new Date(date.getFullYear(), 0, 0, 12)
+ .toISOString()
+ .split("T")[0];
+ break;
+ default:
+ this.state.date_start = null;
+ this.state.date_end = null;
+ }
+ await this.getData();
+ }
+}
+
+LFDetailsDashboard.template = "lefilament_tdb.LFDetailsDashboard";
+
+registry.category("actions").add("lefilament_tdb.dashboard_detail", LFDetailsDashboard);
diff --git a/static/src/components/dashboard_detail.xml b/static/src/components/dashboard_detail.xml
new file mode 100644
index 0000000..3ff7165
--- /dev/null
+++ b/static/src/components/dashboard_detail.xml
@@ -0,0 +1,193 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<templates xml:space="preserve">
+ <t t-name="lefilament_tdb.LFDetailsDashboard" owl="1">
+ <div id="dashboard_detail_values">
+ <t t-call="lefilament_tdb.dashboard_detail_values" />
+ </div>
+ </t>
+ <t t-name="lefilament_tdb.dashboard_detail_values" owl="1">
+ <div class="vh-100 overflow-auto bg-muted">
+ <div class="row m-3">
+ <div class="col-lg-12">
+ <div class="row">
+ <div class="col m-0 p-0">
+ <div class="shadow-sm border m-2 p-4 bg-white">
+ <div
+ class="d-flex align-items-center justify-content-between"
+ >
+ <h1 class="text-primary fw-bold">Rapport Annuel</h1>
+ </div>
+ </div>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col m-0 p-0">
+ <div class="shadow-sm border m-2 p-4 bg-white">
+ <div
+ class="d-flex align-items-center justify-content-between"
+ >
+ <div
+ class="btn-group"
+ role="group"
+ aria-label="Dates buttons"
+ >
+ <button
+ type="object"
+ class="btn btn-outline-primary button-period"
+ name="this_month"
+ t-on-click="() => this.updatePeriod('this_month')"
+ >
+ Ce mois-ci
+ </button>
+ <button
+ type="object"
+ class="btn btn-outline-primary button-period"
+ name="last_month"
+ t-on-click="() => this.updatePeriod('last_month')"
+ >
+ Le mois dernier
+ </button>
+ <button
+ type="object"
+ class="btn btn-outline-primary button-period"
+ name="this_year"
+ t-on-click="() => this.updatePeriod('this_year')"
+ >
+ Cette année
+ </button>
+ <button
+ type="object"
+ class="btn btn-outline-primary button-period"
+ name="last_year"
+ t-on-click="() => this.updatePeriod('last_year')"
+ >
+ L'année dernière
+ </button>
+ <button
+ type="object"
+ class="btn btn-outline-primary button-period"
+ name="all"
+ t-on-click="() => this.updatePeriod('all')"
+ >
+ Tout
+ </button>
+ </div>
+ <div class="d-flex align-items-center">
+ <div
+ class="d-flex align-items-center me-2 px-2"
+ >
+ <label
+ for="date_start"
+ class="form-label date-label px-2"
+ >
+ <h5>Du:</h5>
+ </label>
+ <input
+ type="date"
+ id="date_start"
+ class="form-control date-input"
+ t-model="state.date_start"
+ />
+ </div>
+ <div
+ class="d-flex align-items-center me-2 px-2"
+ >
+ <label
+ for="date_end"
+ class="form-label date-label px-2"
+ >
+ <h5>Au:</h5>
+ </label>
+ <input
+ type="date"
+ id="date_end"
+ class="form-control date-input"
+ t-model="state.date_end"
+ />
+ </div>
+ </div>
+ <button
+ class="btn btn-primary px-4"
+ t-on-click="getData"
+ >Mettre à jour</button>
+ </div>
+ </div>
+ </div>
+ </div>
+ <div class="row dashboard_detail">
+ <div class="col-12" t-if="state.date_start">
+ <div class="mt-2 mb-4 display-6 text-center">
+ Période :
+ <t t-esc="state.date_start" /> -
+ <t t-esc="state.date_end" />
+ </div>
+ </div>
+ <div class="col-7" t-if="state.customer.length > 0">
+ <h3 class="text-uppercase py-2 mb-0">Rentabilité client</h3>
+ <hr class="mt-0" />
+ <t t-call="lefilament_tdb.dashboard_detail_table">
+ <t t-set="data" t-value="state.customer" />
+ <t t-set="totals" t-value="state.customer_totals" />
+ </t>
+ </div>
+ <div class="col-5" t-if="state.employee_time.length > 0">
+ <h3 class="text-uppercase py-2 mb-0">Imputations</h3>
+ <hr class="mt-0" />
+ <t t-call="lefilament_tdb.dashboard_detail_table">
+ <t t-set="data" t-value="state.employee_time" />
+ <t t-log="data" />
+ <t
+ t-set="totals"
+ t-value="state.employee_time_totals"
+ />
+ </t>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </t>
+
+ <!-- Table Template -->
+ <t t-name="lefilament_tdb.dashboard_detail_table">
+ <div
+ t-if="data.length > 0"
+ class="px-4 mb-5"
+ style="max-height: 600px; overflow: scroll; border: 1px solid #eee;"
+ >
+ <table class="table table-hover table-striped">
+ <thead>
+ <tr class="bg-100">
+ <th>#</th>
+ <th t-foreach="data[0]" t-as="header" t-key="header_index">
+ <t t-esc="header" />
+ </th>
+ </tr>
+ </thead>
+ <tbody>
+ <tr t-foreach="data" t-as="line" t-key="line_index">
+ <td t-esc="line_index + 1" />
+ <t t-foreach="line" t-as="v" t-key="v_index">
+ <td class="text-end">
+ <t t-esc="v_value" />
+ </td>
+ </t>
+ </tr>
+ </tbody>
+ <tfoot t-if="totals">
+ <tr class="bg-100">
+ <th>Total</th>
+ <th
+ t-foreach="totals"
+ t-as="footer"
+ class="text-end"
+ t-key="footer_index"
+ >
+ <t t-if="footer_value != false" t-esc="footer_value" />
+ </th>
+ </tr>
+ </tfoot>
+ </table>
+ </div>
+ </t>
+</templates>
diff --git a/static/src/components/dashboard_overview.esm.js b/static/src/components/dashboard_overview.esm.js
new file mode 100644
index 0000000..86c6ea3
--- /dev/null
+++ b/static/src/components/dashboard_overview.esm.js
@@ -0,0 +1,345 @@
+import {registry} from "@web/core/registry";
+import {useService} from "@web/core/utils/hooks";
+import {user} from "@web/core/user";
+const {Component, useState, onWillStart} = owl;
+
+export class LFDashboard extends Component {
+ setup() {
+ this.state = useState({});
+ this.orm = useService("orm");
+ this.actionService = useService("action");
+
+ onWillStart(async () => {
+ await this.getData();
+ });
+ }
+
+ async getData() {
+ const fiscal_year = new Date().getFullYear() + "-01-01";
+ const fiscal_year_next = new Date().getFullYear() + "-12-31";
+
+ const ca_target = await this.orm.searchRead(
+ "res.company",
+ [["id", "=", user.context.allowed_company_ids[0]]],
+ ["ca_target"]
+ );
+ const target = ca_target[0].ca_target;
+
+ const domain_invoice = [
+ ["invoice_date", ">=", fiscal_year],
+ ["invoice_date", "<=", fiscal_year_next],
+ ["move_type", "in", ["out_invoice", "out_refund"]],
+ ["state", "=", "posted"],
+ ];
+ const invoiced_rg = await this.orm.readGroup(
+ "account.move",
+ domain_invoice,
+ ["amount_untaxed_signed:sum"],
+ []
+ );
+ const invoiced_percentage =
+ (invoiced_rg[0].amount_untaxed_signed / target) * 100;
+ const toinvoice_percentage =
+ ((target - invoiced_rg[0].amount_untaxed_signed) / target) * 100;
+
+ const domain_order = [["invoice_status", "=", "to invoice"]];
+ const ordered_rg = await this.orm.readGroup(
+ "sale.order",
+ domain_order,
+ ["untaxed_amount_to_invoice:sum"],
+ []
+ );
+ const ordered_percentage =
+ (ordered_rg[0].untaxed_amount_to_invoice / target) * 100;
+
+ const crm_domain = [
+ "|",
+ ["date_deadline", "<=", fiscal_year_next],
+ ["date_deadline", "=", false],
+ ];
+ const pipe_rg = await this.orm.readGroup(
+ "crm.lead",
+ crm_domain,
+ ["prorated_revenue:sum"],
+ []
+ );
+ const crm_win_domain = [
+ ["probability", "=", 100],
+ "|",
+ ["date_deadline", "<=", fiscal_year_next],
+ ["date_deadline", "=", false],
+ ];
+ const pipe_win_rg = await this.orm.readGroup(
+ "crm.lead",
+ crm_win_domain,
+ ["prorated_revenue:sum"],
+ []
+ );
+ const pipe_win_percentage = (pipe_win_rg[0].prorated_revenue / target) * 100;
+
+ const ongoing =
+ invoiced_rg[0].amount_untaxed_signed +
+ ordered_rg[0].untaxed_amount_to_invoice +
+ pipe_win_rg[0].prorated_revenue;
+ const ongoing_percentage = (ongoing / target) * 100;
+
+ const last_date = await this.orm.searchRead(
+ "account.bank.statement.line",
+ [],
+ ["date"],
+ {limit: 1, order: "date desc"}
+ );
+ const date_maj = new Date(last_date[0].date).toLocaleDateString("fr-FR");
+
+ const available_cash_rg = await this.orm.readGroup(
+ "account.bank.statement.line",
+ [],
+ ["amount:sum"],
+ []
+ );
+ const cash_by_bank = await this.orm.readGroup(
+ "account.bank.statement.line",
+ [],
+ ["journal_id", "amount"],
+ ["journal_id"]
+ );
+
+ const domain_invoice_to_get = [
+ ["move_type", "in", ["out_invoice", "out_refund"]],
+ ["state", "=", "posted"],
+ ["payment_state", "in", ["not_paid", "partial", "in_payment"]],
+ ];
+ const to_get_rg = await this.orm.readGroup(
+ "account.move",
+ domain_invoice_to_get,
+ ["amount_untaxed_signed:sum"],
+ []
+ );
+ const domain_invoice_to_pay = [
+ ["move_type", "in", ["in_invoice", "in_refund"]],
+ ["state", "=", "posted"],
+ ["payment_state", "in", ["not_paid", "partial", "in_payment"]],
+ ];
+ const to_pay_rg = await this.orm.readGroup(
+ "account.move",
+ domain_invoice_to_pay,
+ ["amount_untaxed_signed:sum"],
+ []
+ );
+
+ const domain_bank_line = [["date", ">", fiscal_year]];
+ const cash_in_rg = await this.orm.readGroup(
+ "account.bank.statement.line",
+ [
+ ["amount", ">", 0],
+ ["date", ">", fiscal_year],
+ ],
+ ["amount:sum"],
+ []
+ );
+ const cash_out_rg = await this.orm.readGroup(
+ "account.bank.statement.line",
+ [
+ ["amount", "<", 0],
+ ["date", ">", fiscal_year],
+ ],
+ ["amount:sum"],
+ []
+ );
+ const variation = cash_in_rg[0].amount + cash_out_rg[0].amount;
+
+ this.state = {
+ domain_invoice: domain_invoice,
+ invoiced: invoiced_rg[0].amount_untaxed_signed.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ toinvoice: (target - invoiced_rg[0].amount_untaxed_signed).toLocaleString(
+ "fr-FR",
+ {style: "currency", currency: "EUR", maximumFractionDigits: 0}
+ ),
+ domain_order: domain_order,
+ ordered: ordered_rg[0].untaxed_amount_to_invoice.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ pipe_win: pipe_win_rg[0].prorated_revenue.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ pipe: pipe_rg[0].prorated_revenue.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ crm_domain: crm_domain,
+ ongoing: ongoing.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ target: target.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ invoiced_percentage: invoiced_percentage.toLocaleString("fr-FR", {
+ maximumFractionDigits: 0,
+ }),
+ toinvoice_percentage: toinvoice_percentage.toLocaleString("fr-FR", {
+ maximumFractionDigits: 0,
+ }),
+ ordered_percentage: ordered_percentage.toLocaleString("fr-FR", {
+ maximumFractionDigits: 0,
+ }),
+ pipe_win_percentage: pipe_win_percentage.toLocaleString("fr-FR", {
+ maximumFractionDigits: 0,
+ }),
+ ongoing_percentage: ongoing_percentage.toLocaleString("fr-FR", {
+ maximumFractionDigits: 0,
+ }),
+ date_maj: date_maj,
+ available_cash: available_cash_rg[0].amount.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ cash_by_bank: cash_by_bank,
+ domain_invoice_to_get: domain_invoice_to_get,
+ to_get: to_get_rg[0].amount_untaxed_signed.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ domain_invoice_to_pay: domain_invoice_to_pay,
+ to_pay: to_pay_rg[0].amount_untaxed_signed.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ domain_bank_line: domain_bank_line,
+ variation: variation.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ cash_in: cash_in_rg[0].amount.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ cash_out: cash_out_rg[0].amount.toLocaleString("fr-FR", {
+ style: "currency",
+ currency: "EUR",
+ maximumFractionDigits: 0,
+ }),
+ };
+ }
+
+ async updateView() {
+ this.actionService.doAction({
+ type: "ir.actions.client",
+ tag: "soft_reload",
+ });
+ }
+
+ async viewInvoices() {
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Facturé cette année",
+ res_model: "account.move",
+ domain: this.state.domain_invoice,
+ views: [
+ [0, "list"],
+ [0, "pivot"],
+ [0, "graph"],
+ [0, "form"],
+ ],
+ });
+ }
+
+ async viewOrders() {
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Commandes en cours",
+ res_model: "sale.order",
+ domain: this.state.domain_order,
+ views: [
+ [0, "list"],
+ [0, "pivot"],
+ [0, "graph"],
+ [0, "form"],
+ ],
+ });
+ }
+
+ async viewPipe() {
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Pipe",
+ res_model: "crm.lead",
+ domain: this.state.crm_domain,
+ views: [
+ [0, "kanban"],
+ [0, "list"],
+ [0, "pivot"],
+ [0, "graph"],
+ [0, "form"],
+ ],
+ });
+ }
+
+ async viewBankStatements() {
+ this.actionService.doAction("account.action_bank_statement_tree");
+ }
+
+ async viewToGetInvoices() {
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Factures à encaisser",
+ res_model: "account.move",
+ domain: this.state.domain_invoice_to_get,
+ views: [
+ [0, "list"],
+ [0, "pivot"],
+ [0, "graph"],
+ [0, "form"],
+ ],
+ });
+ }
+
+ async viewToPayInvoices() {
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Factures à payer",
+ res_model: "account.move",
+ domain: this.state.domain_invoice_to_pay,
+ views: [
+ [0, "list"],
+ [0, "pivot"],
+ [0, "graph"],
+ [0, "form"],
+ ],
+ });
+ }
+
+ async viewBankLines() {
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Trésorerie cette année",
+ res_model: "account.bank.statement.line",
+ domain: this.state.domain_bank_line,
+ views: [
+ [0, "list"],
+ [0, "form"],
+ ],
+ });
+ }
+}
+
+LFDashboard.template = "lefilament_tdb.LFDashboard";
+
+registry.category("actions").add("lefilament_tdb.dashboard_overview", LFDashboard);
diff --git a/static/src/components/dashboard_overview.xml b/static/src/components/dashboard_overview.xml
new file mode 100644
index 0000000..3b64b71
--- /dev/null
+++ b/static/src/components/dashboard_overview.xml
@@ -0,0 +1,394 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<templates xml:space="preserve">
+ <t t-name="lefilament_tdb.LFDashboard" owl="1">
+ <div class="vh-100 overflow-auto bg-muted">
+ <div class="row m-3">
+ <div class="col-lg-12">
+ <div class="row">
+ <div class="col m-0 p-0">
+ <div class="shadow-sm border m-2 p-4 bg-white">
+ <div
+ class="d-flex align-items-center justify-content-between"
+ >
+ <h1 class="text-primary fw-bold">Rapport Annuel</h1>
+ <button
+ type="object"
+ class="btn"
+ id="update_view"
+ t-on-click="updateView"
+ >
+ <i class="fa fa-refresh" />
+ </button>
+ </div>
+ </div>
+ </div>
+ </div>
+ <div class="row lefilament_dashboard">
+ <!-- Column 1 -->
+ <div class="col-12 col-md-6 col-lg-4">
+ <h3
+ class="text-uppercase fw-bolder o_horizontal_separator mb-4"
+ >En Cours</h3>
+ <!-- Facturé -->
+ <a
+ class="card mb32"
+ t-on-click="viewInvoices"
+ type="action"
+ >
+ <div class="card-body">
+ <h5 class="card-title">Facturé</h5>
+ <p class="display-6">
+ <t t-esc="state.invoiced" />
+ </p>
+ </div>
+ </a>
+ <!-- Commandes -->
+ <a class="card mb32" t-on-click="viewOrders" type="action">
+ <div class="card-body">
+ <h5 class="card-title">Commandes en cours</h5>
+ <p class="display-6" t-esc="state.ordered" />
+ </div>
+ </a>
+ <!-- Pipe -->
+ <a class="card mb32" t-on-click="viewPipe" type="action">
+ <div class="card-body">
+ <h5 class="card-title">Pipe</h5>
+ <p class="display-6" t-esc="state.pipe" />
+ </div>
+ </a>
+ </div>
+
+ <!-- Column 2 -->
+ <div class="col-12 col-md-6 col-lg-4">
+ <h3
+ class="text-uppercase fw-bolder o_horizontal_separator mb-4"
+ >Objectif</h3>
+ <div class="card">
+ <div class="card-body">
+ <p class="display-5 mb16" t-esc="state.target" />
+ <div class="progress" style="height: 60px;">
+ <div
+ class="progress-bar progress-bar-striped bg-success"
+ role="progressbar"
+ t-att-aria-valuenow="state.invoiced_percentage"
+ aria-valuemin="0"
+ aria-valuemax="100"
+ t-attf-style="width: {{state.invoiced_percentage}}%; font-size: 14px; font-weight: 600;"
+ >
+ <t t-esc="state.invoiced_percentage" /> %
+ </div>
+ </div>
+ <table class="table-legend mt16">
+ <tr>
+ <td
+ style="background-color: #8ED8A2; width: 20px;"
+ class="progress-bar-striped"
+ />
+ <td>Facturé</td>
+ <td class="nb" t-esc="state.invoiced" />
+ <td class="nb"><t
+ t-esc="state.invoiced_percentage"
+ /> %</td>
+ </tr>
+ <tr>
+ <td
+ style="background-color: #F6DCA2; width: 20px;"
+ class="progress-bar-striped"
+ />
+ <td>Commandes</td>
+ <td class="nb" t-esc="state.ordered" />
+ <td class="nb"><t
+ t-esc="state.ordered_percentage"
+ /> %</td>
+ </tr>
+ <tr>
+ <td
+ style="background-color: #F6CCA2; width: 20px;"
+ class="progress-bar-striped"
+ />
+ <td>Pipe Gagné</td>
+ <td class="nb" t-esc="state.pipe_win" />
+ <td class="nb"><t
+ t-esc="state.pipe_win_percentage"
+ /> %</td>
+ </tr>
+ <tr class="table-legend-total">
+ <td style="width: 20px;" />
+ <td>Total</td>
+ <td class="nb" t-esc="state.ongoing" />
+ <td class="nb"><t
+ t-esc="state.ongoing_percentage"
+ /> %</td>
+ </tr>
+ <tr>
+ <td
+ style="background-color: #eee; width: 20px;"
+ class="progress-bar-striped"
+ />
+ <td>À facturer</td>
+ <td class="nb" t-esc="state.toinvoice" />
+ <td class="nb">
+ <t
+ t-esc="state.toinvoice_percentage"
+ /> %
+ </td>
+ </tr>
+ </table>
+ </div>
+ </div>
+ </div>
+
+ <!-- Column 3 -->
+ <div class="col-12 col-md-6 col-lg-4">
+ <h3
+ class="text-uppercase fw-bolder o_horizontal_separator mb-4"
+ >Trésorerie</h3>
+ <!-- Banques -->
+ <div class="card mb32">
+ <div class="card-body">
+ <ul
+ class="nav nav-tabs"
+ id="cash-tab"
+ role="tablist"
+ >
+ <li class="nav-item" role="presentation">
+ <button
+ class="nav-link active"
+ id="cash-tab"
+ data-bs-toggle="tab"
+ data-bs-target="#cash"
+ type="button"
+ role="tab"
+ aria-controls="cash"
+ aria-selected="true"
+ >
+ Trésorerie
+ </button>
+ </li>
+ <li class="nav-item" role="presentation">
+ <button
+ class="nav-link"
+ id="bank-tab"
+ data-bs-toggle="tab"
+ data-bs-target="#bank"
+ type="button"
+ role="tab"
+ aria-controls="bank"
+ aria-selected="false"
+ >Banques
+ </button>
+ </li>
+ </ul>
+ <div class="tab-content mt16" id="cashContent">
+ <div
+ class="tab-pane fade show active"
+ id="cash"
+ role="tabpanel"
+ aria-labelledby="cash-tab"
+ >
+ <a
+ type="action"
+ t-on-click="viewBankStatements"
+ >
+ <p class="card-maj">
+ Denière mise à jour le <t
+ t-esc="state.date_maj"
+ /></p>
+ <p
+ class="display-6"
+ t-esc="state.available_cash"
+ />
+ </a>
+ </div>
+ <div
+ class="tab-pane fade"
+ id="bank"
+ role="tabpanel"
+ aria-labelledby="bank-tab"
+ >
+ <table
+ class="table table-striped table-sm table-bordered table-hover"
+ >
+ <t
+ t-foreach="state.cash_by_bank"
+ t-as="bank"
+ t-key="bank_index"
+ >
+ <tr>
+ <td t-esc="bank['journal_id'][1]" />
+ <td class="text-right">
+ <t t-esc="bank['amount']" />
+ </td>
+ </tr>
+ </t>
+ </table>
+ </div>
+ </div>
+ </div>
+ </div>
+
+ <!-- To paid -->
+ <div class="card mb32">
+ <div class="card-body">
+ <ul
+ class="nav nav-tabs"
+ id="cash-tab"
+ role="tablist"
+ >
+ <li
+ class="nav-item"
+ role="presentation"
+ >
+ <button
+ class="nav-link active"
+ id="cust_to_pay-tab"
+ data-bs-toggle="tab"
+ data-bs-target="#cust_to_pay"
+ type="button"
+ role="tab"
+ aria-controls="cust_to_pay"
+ aria-selected="true"
+ >
+ Facturé non encaissé
+ </button>
+ </li>
+ <li
+ class="nav-item"
+ role="presentation"
+ >
+ <button
+ class="nav-link"
+ id="provider_to_pay-tab"
+ data-bs-toggle="tab"
+ data-bs-target="#provider_to_pay"
+ type="button"
+ role="tab"
+ aria-controls="provider_to_pay"
+ aria-selected="false"
+ >Fournisseurs
+ </button>
+ </li>
+ </ul>
+ <div
+ class="tab-content mt16"
+ id="toPayContent"
+ >
+ <div
+ class="tab-pane fade show active"
+ id="cust_to_pay"
+ role="tabpanel"
+ aria-labelledby="cust_to_pay-tab"
+ >
+ <a
+ t-on-click="viewToGetInvoices"
+ type="action"
+ >
+ <p
+ class="display-6"
+ t-esc="state.to_get"
+ />
+ </a>
+ </div>
+ <div
+ class="tab-pane fade"
+ id="provider_to_pay"
+ role="tabpanel"
+ aria-labelledby="provider_to_pay-tab"
+ >
+ <a
+ t-on-click="viewToPayInvoices"
+ type="action"
+ >
+ <p
+ class="display-6"
+ t-esc="state.to_pay"
+ />
+ </a>
+ </div>
+ </div>
+ </div>
+ </div>
+
+ <!-- Variation -->
+ <div class="card mb32">
+ <div class="card-body">
+ <ul
+ class="nav nav-tabs"
+ id="variation-tab"
+ role="tablist"
+ >
+ <li class="nav-item" role="presentation">
+ <button
+ class="nav-link active"
+ id="variation-tab"
+ data-bs-toggle="tab"
+ data-bs-target="#variation"
+ type="button"
+ role="tab"
+ aria-controls="variation"
+ aria-selected="true"
+ >
+ Variation
+ </button>
+ </li>
+ <li class="nav-item" role="presentation">
+ <button
+ class="nav-link"
+ id="inout-tab"
+ data-bs-toggle="tab"
+ data-bs-target="#inout"
+ type="button"
+ role="tab"
+ aria-controls="inout"
+ aria-selected="false"
+ >Entrées/Sorties
+ </button>
+ </li>
+ </ul>
+ <div class="tab-content mt16" id="variationContent">
+ <div
+ class="tab-pane fade show active"
+ id="variation"
+ role="tabpanel"
+ aria-labelledby="variation-tab"
+ >
+ <a t-on-click="viewBankLines" type="action">
+ <p
+ class="display-6"
+ t-esc="state.variation"
+ />
+ </a>
+ </div>
+ <div
+ class="tab-pane fade"
+ id="inout"
+ role="tabpanel"
+ aria-labelledby="inout-tab"
+ >
+ <div class="row">
+ <div class="col-6">
+ <p><strong>Encaissé</strong></p>
+ <p
+ class="display-6"
+ t-esc="state.cash_in"
+ />
+ </div>
+ <div class="col-6">
+ <p><strong>Décaissé</strong></p>
+ <p
+ class="display-6"
+ t-esc="state.cash_out"
+ />
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
+ </t>
+</templates>
diff --git a/static/src/components/lefilament_tdb.css b/static/src/components/lefilament_tdb.css
new file mode 100644
index 0000000..07acd84
--- /dev/null
+++ b/static/src/components/lefilament_tdb.css
@@ -0,0 +1,43 @@
+.lefilament_dashboard {
+ padding-top: 40px;
+ padding-bottom: 40px;
+ background-color: #fefefe;
+}
+.lefilament_dashboard .display-6,
+.lefilament_dashboard .card-title {
+ color: #495057;
+}
+.lefilament_dashboard a.dashboard_view {
+ cursor: pointer;
+}
+
+p.card-maj {
+ font-size: 10px;
+ font-style: italic;
+ font-weight: 300;
+}
+
+/* Legende ProgressBar */
+.table-legend {
+ width: 100%;
+ max-width: 100%;
+ margin: 10px 0;
+ border-collapse: separate;
+ border-spacing: 8px;
+ font-size: 11px;
+}
+.table-legend .nb {
+ text-align: right;
+}
+.table-legend-total td {
+ border-top: 1px solid #eee;
+ border-bottom: 1px solid #eee;
+ font-weight: 700;
+ padding: 2px 0;
+}
+
+.dashboard_detail {
+ padding-top: 10px;
+ padding-bottom: 40px;
+ background-color: #fefefe;
+}
diff --git a/views/lefilament_dashboard.xml b/views/lefilament_dashboard.xml
index c7869ac..2582f5c 100644
--- a/views/lefilament_dashboard.xml
+++ b/views/lefilament_dashboard.xml
@@ -138,6 +138,17 @@
<record id="lefilament_dashboard_action" model="ir.actions.act_window">
<field name="name">Dashboard - Le Filament</field>
<field name="res_model">lefilament.dashboard</field>
+ <field name="path">dashboard-lf-list</field>
<field name="view_mode">list,graph,form,pivot</field>
</record>
+ <record id="le_filament_dashboard_overview_action" model="ir.actions.client">
+ <field name="name">Rapport Annuel</field>
+ <field name="path">dashboard-lf-year</field>
+ <field name="tag">lefilament_tdb.dashboard_overview</field>
+ </record>
+ <record id="le_filament_dashboard_detail_action" model="ir.actions.client">
+ <field name="name">Détail</field>
+ <field name="path">dashboard-lf-detail</field>
+ <field name="tag">lefilament_tdb.dashboard_detail</field>
+ </record>
</odoo>
diff --git a/views/menus.xml b/views/menus.xml
index 91f611f..424ab94 100644
--- a/views/menus.xml
+++ b/views/menus.xml
@@ -9,6 +9,27 @@
groups="group_dashboard"
web_icon="lefilament_tdb,static/description/icon_menu.png"
/>
+ <menuitem
+ id="lefilament_dashboard_report"
+ parent="lefilament_dashboard_menu"
+ name="Rapports"
+ sequence="1"
+ />
+
+ <menuitem
+ id="lefilament_dashboard_report_year"
+ parent="lefilament_dashboard_report"
+ name="Annuel"
+ sequence="1"
+ action="lefilament_tdb.le_filament_dashboard_overview_action"
+ />
+ <menuitem
+ id="lefilament_dashboard_report_detail"
+ parent="lefilament_dashboard_report"
+ name="Détail"
+ sequence="1"
+ action="lefilament_tdb.le_filament_dashboard_detail_action"
+ />
<menuitem
id="lefilament_dashboard_conf"
diff --git a/views/res_company.xml b/views/res_company.xml
index 8bea63c..b5d3c77 100644
--- a/views/res_company.xml
+++ b/views/res_company.xml
@@ -27,6 +27,7 @@
<record id="lefilament_dashboard_variables_action" model="ir.actions.act_window">
<field name="name">Variables Dashboard</field>
<field name="res_model">res.company</field>
+ <field name="path">company-variables</field>
<field name="res_id">1</field>
<field name="view_mode">form</field>
</record>
--
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