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151 lines
6.3 KiB
ReStructuredText
151 lines
6.3 KiB
ReStructuredText
.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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========================
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Account Dashboard Banner
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========================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:c261dd1b22622bcdf2845d425be77ae0a3b5cbed1358ab4dd12e58394018fa50
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_dashboard_banner
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:alt: OCA/account-financial-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_dashboard_banner
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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The development of this module started with a simple analysis:
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accountants tend to forget to update the lock dates. Part of the problem
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lies in the fact that the lock dates can be seen in the wizard to update
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the lock dates, but accountants have no incentive to start this wizard
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regularly to check the lock dates. The idea was to display the lock
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dates in a banner at the top of the accounting dashboard, so that
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accountants have the value of the lock dates in front of their eyes.
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With such a banner in the accounting dashboard to display the lock
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dates, there was a great temptation to display other interesting
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information in that banner, such as some key figures of the accounting:
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liquidity, turnover, customer overdue, etc. It gave birth to the idea to
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have a configurable banner in the accounting dashboard!
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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Go to the menu **Invoicing > Configuration > Dashboard > Dashboard
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Banner Cells**: in this menu, you can add or remove cells from the
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banner, change the cell type, modify the order via drag-and-drop,
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customize the labels if necessary.
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|Cell configuration menu|
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Many cell types are available:
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- **Income** with 4 options: *Fiscal Year-to-date Income*, *Year-to-date
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Income*, *Quarter-to-date Income* and *Month-to-date Income*. It
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displays the period balance of the accounts with type *Income* and
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*Other Income*.
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- **Liquidity**: it display the ending balance of the accounts linked to
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a bank or cash or credit journal.
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- **Customer Debt**: it displays the ending balance of the default
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*Account Receivable* and, if the point of sale is installed, the
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intermediary account used for unidentified customers.
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- **Customer Overdue**: same as the *Customer Debt*, but limited to
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journal items with a due date in the past.
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- **Supplier Debt**: it displays the ending balance of the default
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*Account Payable*.
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- **Lock dates**: all the lock dates are available: *Tax Return Lock
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Date*, *Journals Entries Lock Date* and *All Users Lock Date*.
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The module is designed to allow the modification of the computation of
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the different cell types by inheriting the method
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*\_prepare_cell_data\_<cell_type>()* or *\_prepare_cell_data()*. It is
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also easy for a developper to add more cell types.
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It is possible to display a cell as a warning cell (yellow background
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color instead of light grey): click on the *Warning* option and
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customize the conditions to trigger the warning.
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|Cell form with warning|
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.. |Cell configuration menu| image:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_dashboard_banner/static/description/banner_cell_config.png
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.. |Cell form with warning| image:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_dashboard_banner/static/description/cell_form_with_warning.png
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Usage
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=====
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Enjoy the accounting dashboard with the banner at the top:
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|Accounting dashboard with banner|
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.. |Accounting dashboard with banner| image:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_dashboard_banner/static/description/account_dashboard_banner.png
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_dashboard_banner%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Akretion
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Contributors
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------------
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- Alexis de Lattre <alexis.delattre@akretion.com>
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
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:target: https://github.com/alexis-via
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:alt: alexis-via
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-alexis-via|
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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_dashboard_banner>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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