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add spreadsheet_dashboard_pos_cooperative & pos_dashboard_cooperative

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Luis 2026-06-05 19:55:00 +02:00
parent 86101218e9
commit 5247938b86
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<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2026 Criptomart - License AGPL-3 -->
<odoo>
<!--
New dashboard group "Cooperative" sitting alongside the standard
Odoo groups (Sales, Finance, HR, ...). Sequence 150 places it
right after Sales (100) and before Finance (300).
-->
<record id="spreadsheet_dashboard_group_cooperative"
model="spreadsheet.dashboard.group">
<field name="name">PDV Supermercado</field>
<field name="sequence">150</field>
</record>
<!--
Section 1: high-level KPIs and monthly evolution for the whole
store. The "headline" dashboard, intentionally compact so it
loads first.
-->
<record id="spreadsheet_dashboard_pos_overview"
model="spreadsheet.dashboard">
<field name="name">Ventas</field>
<field name="data" type="base64"
file="spreadsheet_dashboard_pos_cooperative/data/files/overview_dashboard.json"/>
<field name="dashboard_group_id"
ref="spreadsheet_dashboard_group_cooperative"/>
<field name="group_ids"
eval="[Command.link(ref('point_of_sale.group_pos_manager'))]"/>
<field name="sequence">100</field>
</record>
<!--
Section 4 of the BI brief: sales distribution across days of the
week and hours of the day. Two line charts.
-->
<record id="spreadsheet_dashboard_pos_time"
model="spreadsheet.dashboard">
<field name="name">Ventas horas y días</field>
<field name="data" type="base64"
file="spreadsheet_dashboard_pos_cooperative/data/files/time_dashboard.json"/>
<field name="dashboard_group_id"
ref="spreadsheet_dashboard_group_cooperative"/>
<field name="group_ids"
eval="[Command.link(ref('point_of_sale.group_pos_manager'))]"/>
<field name="sequence">400</field>
</record>
<!--
Section 3 of the BI brief: TOP families / subfamilies / products,
plus members contribution KPIs (purchase share, penetration).
-->
<record id="spreadsheet_dashboard_pos_categories"
model="spreadsheet.dashboard">
<field name="name">Categorías</field>
<field name="data" type="base64"
file="spreadsheet_dashboard_pos_cooperative/data/files/categories_dashboard.json"/>
<field name="dashboard_group_id"
ref="spreadsheet_dashboard_group_cooperative"/>
<field name="group_ids"
eval="[Command.link(ref('point_of_sale.group_pos_manager'))]"/>
<field name="sequence">300</field>
</record>
<!--
Section 2 of the BI brief: detailed comparison between members
and non-members. KPIs per group, monthly evolution chart and a
TOP 50 of the best buying members.
-->
<record id="spreadsheet_dashboard_pos_members"
model="spreadsheet.dashboard">
<field name="name">Socias</field>
<field name="data" type="base64"
file="spreadsheet_dashboard_pos_cooperative/data/files/members_dashboard.json"/>
<field name="dashboard_group_id"
ref="spreadsheet_dashboard_group_cooperative"/>
<field name="group_ids"
eval="[Command.link(ref('point_of_sale.group_pos_manager'))]"/>
<field name="sequence">200</field>
</record>
</odoo>

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spreadsheet_dashboard_pos_cooperative/data/files/overview_dashboard.json Normal file
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{
"version": 12,
"sheets": [
{
"id": "dashboard",
"name": "Overview",
"colNumber": 26,
"rowNumber": 50,
"rows": {
"0": {
"size": 40
}
},
"cols": {},
"merges": [],
"cells": {
"A1": {
"style": 1,
"content": "=_t(\"Cooperative POS — Overview\")"
},
"A3": {
"style": 2,
"content": "=_t(\"Monthly evolution\")"
}
},
"conditionalFormats": [],
"figures": [
{
"id": "kpi-sales",
"x": 0,
"y": 60,
"width": 200,
"height": 120,
"tag": "chart",
"data": {
"type": "scorecard",
"title": "Sales (€)",
"keyValue": "Data!D1",
"baseline": "Data!E1",
"baselineDescr": "since last period",
"baselineMode": "percentage",
"baselineColorUp": "#00A04A",
"baselineColorDown": "#DC6965"
}
},
{
"id": "kpi-orders",
"x": 220,
"y": 60,
"width": 200,
"height": 120,
"tag": "chart",
"data": {
"type": "scorecard",
"title": "Orders",
"keyValue": "Data!D2",
"baseline": "Data!E2",
"baselineDescr": "since last period",
"baselineMode": "percentage",
"baselineColorUp": "#00A04A",
"baselineColorDown": "#DC6965"
}
},
{
"id": "kpi-ticket",
"x": 440,
"y": 60,
"width": 200,
"height": 120,
"tag": "chart",
"data": {
"type": "scorecard",
"title": "Average ticket (€)",
"keyValue": "Data!D3",
"baseline": "Data!E3",
"baselineDescr": "since last period",
"baselineMode": "percentage",
"baselineColorUp": "#00A04A",
"baselineColorDown": "#DC6965"
}
},
{
"id": "kpi-margin",
"x": 660,
"y": 60,
"width": 200,
"height": 120,
"tag": "chart",
"data": {
"type": "scorecard",
"title": "Gross margin (€)",
"keyValue": "Data!D4",
"baseline": "Data!E4",
"baselineDescr": "since last period",
"baselineMode": "percentage",
"baselineColorUp": "#00A04A",
"baselineColorDown": "#DC6965"
}
},
{
"id": "chart-monthly-sales",
"x": 0,
"y": 220,
"width": 1000,
"height": 300,
"tag": "chart",
"data": {
"title": "Monthly sales (€)",
"background": "#FFFFFF",
"legendPosition": "none",
"metaData": {
"groupBy": [
"date:month"
],
"measure": "price_total",
"order": null,
"resModel": "report.pos.order"
},
"searchParams": {
"comparison": null,
"context": {
"group_by": [
"date:month"
],
"group_by_no_leaf": 1
},
"domain": [
[
"state",
"in",
[
"paid",
"done",
"invoiced"
]
]
],
"groupBy": [
"date:month"
],
"orderBy": []
},
"type": "odoo_line",
"verticalAxisPosition": "left"
}
}
],
"areGridLinesVisible": false,
"isVisible": true
},
{
"id": "data",
"name": "Data",
"colNumber": 5,
"rowNumber": 10,
"rows": {},
"cols": {
"0": {
"size": 200
},
"1": {
"size": 140
},
"2": {
"size": 140
},
"3": {
"size": 140
},
"4": {
"size": 140
}
},
"merges": [],
"cells": {
"A1": {
"content": "=_t(\"KPI - Sales\")"
},
"A2": {
"content": "=_t(\"KPI - Orders\")"
},
"A3": {
"content": "=_t(\"KPI - Average ticket\")"
},
"A4": {
"content": "=_t(\"KPI - Margin\")"
},
"B1": {
"content": "=ODOO.PIVOT(1,\"price_total\")"
},
"B2": {
"content": "=ODOO.PIVOT(1,\"order_id\")"
},
"B3": {
"content": "=IFERROR(B1/B2,0)"
},
"B4": {
"content": "=ODOO.PIVOT(1,\"margin\")"
},
"C1": {
"content": "=ODOO.PIVOT(2,\"price_total\")"
},
"C2": {
"content": "=ODOO.PIVOT(2,\"order_id\")"
},
"C3": {
"content": "=IFERROR(C1/C2,0)"
},
"C4": {
"content": "=ODOO.PIVOT(2,\"margin\")"
},
"D1": {
"content": "=FORMAT.LARGE.NUMBER(B1)"
},
"D2": {
"content": "=FORMAT.LARGE.NUMBER(B2)"
},
"D3": {
"content": "=FORMAT.LARGE.NUMBER(B3)"
},
"D4": {
"content": "=FORMAT.LARGE.NUMBER(B4)"
},
"E1": {
"content": "=FORMAT.LARGE.NUMBER(C1)"
},
"E2": {
"content": "=FORMAT.LARGE.NUMBER(C2)"
},
"E3": {
"content": "=FORMAT.LARGE.NUMBER(C3)"
},
"E4": {
"content": "=FORMAT.LARGE.NUMBER(C4)"
}
},
"conditionalFormats": [],
"figures": [],
"areGridLinesVisible": true,
"isVisible": false
}
],
"entities": {},
"styles": {
"1": {
"bold": true,
"fontSize": 22,
"textColor": "#2E7D32"
},
"2": {
"bold": true,
"fontSize": 14,
"textColor": "#333333"
}
},
"formats": {
"1": "#,##0.00 [$€]",
"2": "#,##0"
},
"borders": {},
"revisionId": "START_REVISION",
"chartOdooMenusReferences": {},
"odooVersion": 1,
"lists": {},
"listNextId": 1,
"pivots": {
"1": {
"colGroupBys": [],
"context": {
"group_by_no_leaf": 1,
"group_by": []
},
"domain": [
[
"state",
"in",
[
"paid",
"done",
"invoiced"
]
]
],
"id": "1",
"measures": [
{
"field": "price_total"
},
{
"field": "margin"
},
{
"field": "order_id"
}
],
"model": "report.pos.order",
"rowGroupBys": [],
"name": "POS KPIs - current",
"sortedColumn": null
},
"2": {
"colGroupBys": [],
"context": {
"group_by_no_leaf": 1,
"group_by": []
},
"domain": [
[
"state",
"in",
[
"paid",
"done",
"invoiced"
]
]
],
"id": "2",
"measures": [
{
"field": "price_total"
},
{
"field": "margin"
},
{
"field": "order_id"
}
],
"model": "report.pos.order",
"rowGroupBys": [],
"name": "POS KPIs - previous",
"sortedColumn": null
}
},
"pivotNextId": 3,
"globalFilters": [
{
"id": "11111111-1111-1111-1111-111111111111",
"type": "date",
"label": "Period",
"defaultValue": {},
"rangeType": "month",
"defaultsToCurrentPeriod": true,
"pivotFields": {
"1": {
"field": "date",
"type": "datetime",
"offset": 0
},
"2": {
"field": "date",
"type": "datetime",
"offset": -1
}
},
"listFields": {},
"graphFields": {
"chart-monthly-sales": {
"field": "date",
"type": "datetime",
"offset": 0
}
}
}
]
}

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spreadsheet_dashboard_pos_cooperative/data/files/time_dashboard.json Normal file
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{
"version": 12,
"sheets": [
{
"id": "dashboard",
"name": "Sales by time",
"colNumber": 26,
"rowNumber": 50,
"rows": {
"0": {
"size": 40
}
},
"cols": {},
"merges": [],
"cells": {
"A1": {
"style": 1,
"content": "=_t(\"Cooperative POS — Sales by hours and days\")"
},
"A3": {
"style": 2,
"content": "=_t(\"Sales by day of the week\")"
},
"A20": {
"style": 2,
"content": "=_t(\"Sales by hour of the day\")"
}
},
"conditionalFormats": [],
"figures": [
{
"id": "chart-by-day",
"x": 0,
"y": 60,
"width": 1000,
"height": 280,
"tag": "chart",
"data": {
"title": "Sales by day of week",
"background": "#FFFFFF",
"legendPosition": "none",
"metaData": {
"groupBy": [
"day_of_week"
],
"measure": "price_total",
"order": null,
"resModel": "report.pos.order"
},
"searchParams": {
"comparison": null,
"context": {
"group_by": [
"day_of_week"
],
"group_by_no_leaf": 1
},
"domain": [
[
"state",
"in",
[
"paid",
"done",
"invoiced"
]
]
],
"groupBy": [
"day_of_week"
],
"orderBy": []
},
"type": "odoo_line",
"verticalAxisPosition": "left"
}
},
{
"id": "chart-by-hour",
"x": 0,
"y": 380,
"width": 1000,
"height": 280,
"tag": "chart",
"data": {
"title": "Sales by hour of day",
"background": "#FFFFFF",
"legendPosition": "none",
"metaData": {
"groupBy": [
"hour_of_day"
],
"measure": "price_total",
"order": null,
"resModel": "report.pos.order"
},
"searchParams": {
"comparison": null,
"context": {
"group_by": [
"hour_of_day"
],
"group_by_no_leaf": 1
},
"domain": [
[
"state",
"in",
[
"paid",
"done",
"invoiced"
]
]
],
"groupBy": [
"hour_of_day"
],
"orderBy": []
},
"type": "odoo_line",
"verticalAxisPosition": "left"
}
}
],
"areGridLinesVisible": false,
"isVisible": true
}
],
"entities": {},
"styles": {
"1": {
"bold": true,
"fontSize": 22,
"textColor": "#2E7D32"
},
"2": {
"bold": true,
"fontSize": 14,
"textColor": "#333333"
}
},
"formats": {},
"borders": {},
"revisionId": "START_REVISION",
"chartOdooMenusReferences": {},
"odooVersion": 1,
"lists": {},
"listNextId": 1,
"pivots": {},
"pivotNextId": 1,
"globalFilters": [
{
"id": "11111111-1111-1111-1111-111111111111",
"type": "date",
"label": "Period",
"defaultValue": {},
"rangeType": "month",
"defaultsToCurrentPeriod": true,
"pivotFields": {},
"listFields": {},
"graphFields": {
"chart-by-day": {
"field": "date",
"type": "datetime",
"offset": 0
},
"chart-by-hour": {
"field": "date",
"type": "datetime",
"offset": 0
}
}
},
{
"id": "22222222-2222-2222-2222-222222222222",
"type": "relation",
"label": "Product Category",
"modelName": "product.category",
"defaultValue": [],
"defaultValueDisplayNames": [],
"rangeType": "year",
"defaultsToCurrentPeriod": false,
"pivotFields": {},
"listFields": {},
"graphFields": {
"chart-by-day": {
"field": "product_categ_id",
"type": "many2one"
},
"chart-by-hour": {
"field": "product_categ_id",
"type": "many2one"
}
}
},
{
"id": "33333333-3333-3333-3333-333333333333",
"type": "relation",
"label": "Product",
"modelName": "product.product",
"defaultValue": [],
"defaultValueDisplayNames": [],
"rangeType": "year",
"defaultsToCurrentPeriod": false,
"pivotFields": {},
"listFields": {},
"graphFields": {
"chart-by-day": {
"field": "product_id",
"type": "many2one"
},
"chart-by-hour": {
"field": "product_id",
"type": "many2one"
}
}
}
]
}