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Meter widget is implemented with GaugeMeter (https://github.com/Mictronics/GaugeMeter). GaugeMeter provides a number of parameters to customize its display. See https://github.com/Mictronics/GaugeMeter#parameter-definitions for details. Allow user to customize GaugeMeter by setting the customization parameters in the result. This mechanism can be used to show actual values instead of percentages by setting total, used & showvalue parameter in the result. Fixes #428
469 lines
15 KiB
HTML
469 lines
15 KiB
HTML
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</head>
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<body>
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<div class="document" id="kpi-dashboard">
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<h1 class="title">Kpi Dashboard</h1>
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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: sha256:3f7c1c23f7a3a6d0be24a8c1fdfd24dbca96ce6215e852d52674f9cf90f6c96f
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/reporting-engine/tree/14.0/kpi_dashboard"><img alt="OCA/reporting-engine" src="https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/reporting-engine-14-0/reporting-engine-14-0-kpi_dashboard"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module adds new kinds of dashboards on a specific new type of view.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a><ul>
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<li><a class="reference internal" href="#configure-kpis" id="toc-entry-2">Configure KPIs</a></li>
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<li><a class="reference internal" href="#using-kpi-with-code" id="toc-entry-3">Using KPI with code</a></li>
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<li><a class="reference internal" href="#configure-dashboards" id="toc-entry-4">Configure dashboards</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-5">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-6">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-7">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-8">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-9">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<div class="section" id="configure-kpis">
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<h2><a class="toc-backref" href="#toc-entry-2">Configure KPIs</a></h2>
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<ol class="arabic simple">
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<li>Access <cite>Dashboards > Configuration > KPI Dashboards > Configure KPI</cite></li>
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<li>Create a new KPI specifying the computation method and the kpi type<ol class="arabic">
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<li>Number: result must contain a <cite>value</cite> and, if needed, a <cite>previous</cite></li>
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<li>Meter: To show a percentage value, result must contain <cite>value</cite>. <cite>value</cite> must be a positive integer between 0 to 100. Meter is implemented with GaugeMeter (<a class="reference external" href="https://github.com/Mictronics/GaugeMeter">https://github.com/Mictronics/GaugeMeter</a>). It can be customized by setting parameters for GaugeMeter in result. See <a class="reference external" href="https://github.com/Mictronics/GaugeMeter#parameter-definitions">https://github.com/Mictronics/GaugeMeter#parameter-definitions</a> for details.</li>
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<li>Graph: result must contain a list on <cite>graphs</cite> containing <cite>values</cite>, <cite>title</cite> and <cite>key</cite></li>
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</ol>
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</li>
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<li>In order to compute the KPI you can use a predefined function from a model or
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use the code to directly compute it.</li>
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</ol>
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</div>
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<div class="section" id="using-kpi-with-code">
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<h2><a class="toc-backref" href="#toc-entry-3">Using KPI with code</a></h2>
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<p>Define the code directly on the code field. You can use <cite>self</cite> and <cite>model</cite> as the kpi element
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The script should create a variable called <cite>result</cite> as a dictionary that
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will be stored as the value.
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For example, we can use:</p>
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<pre class="literal-block">
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result = {}
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result['value'] = len(model.search([('id', '=', %s)]))
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result['previous'] = len(model.search([('id', '!=', %s)]))
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</pre>
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</div>
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<div class="section" id="configure-dashboards">
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<h2><a class="toc-backref" href="#toc-entry-4">Configure dashboards</a></h2>
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<ol class="arabic simple">
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<li>Access <cite>Dashboards > Configuration > KPI Dashboards > Configure Dashboards</cite></li>
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<li>Create a new dashboard and specify all the standard parameters on <cite>Widget configuration</cite></li>
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<li>Append elements on KPIs</li>
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<li>You can preview the element using the dashboard view</li>
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<li>You can create the menu entry directly using the <cite>Generate menu</cite> button</li>
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</ol>
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</div>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-5">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/reporting-engine/issues">GitHub Issues</a>.
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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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<a class="reference external" href="https://github.com/OCA/reporting-engine/issues/new?body=module:%20kpi_dashboard%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-6">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-7">Authors</a></h2>
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<ul class="simple">
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<li>Creu Blanca</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-8">Contributors</a></h2>
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<ul class="simple">
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<li>Enric Tobella <<a class="reference external" href="mailto:etobella@creublanca.es">etobella@creublanca.es</a>></li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-9">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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<p><a class="reference external image-reference" href="https://github.com/etobella"><img alt="etobella" src="https://github.com/etobella.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/14.0/kpi_dashboard">OCA/reporting-engine</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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