38 lines
2 KiB
ReStructuredText
38 lines
2 KiB
ReStructuredText
* Period-over-period comparisons on the scorecards (the BI brief shows
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"X% desde el último periodo" arrows on every KPI). In o-spreadsheet
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this is wired through ``baseline`` references plus a comparison
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range on the date global filter. Postponed until the four dashboards
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are validated by the customer in production.
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* Quarter-level selection (*Q1..Q4*) on the ``Period`` filter. The
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o-spreadsheet date filter in Odoo 16 only accepts a single
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``rangeType`` per filter; we picked ``month`` because it is the
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finest granularity. A second date filter with ``rangeType:
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"quarter"`` would coexist visually but duplicate the year picker,
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which the customer rejected. Revisit in Odoo 17 where the filter
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UI allows choosing the granularity dynamically.
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* Rolling-window date filter (*Last 30 / 90 / 180 days*) as an
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alternative to the month picker. Same limitation as above (one
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``rangeType`` per filter).
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* "Sales concentration" KPI on the Categories dashboard: share of
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sales captured by the top 20% of buying members. The Top buyers
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pivot already exists in the Members dashboard; only an aggregation
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formula plus a scorecard would be needed.
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* Stricter definition of **Members penetration** as ``distinct member
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buyers / total members in the cooperative`` (instead of the current
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``/ total buyers in the period``). Requires sourcing the total from
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``share.line`` rather than from ``report.pos.order``.
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* Translate ``spreadsheet.dashboard.name`` / ``spreadsheet.dashboard.group.name``
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so the entries in the *Dashboards* menu render in the user's
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language (currently always English: *POS Overview*, *POS Members*,
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etc.). Blocked upstream: the core ``name`` fields are not declared
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``translate=True``. Either patch the core fields downstream or rename
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the records to the customer's primary language in the XML.
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* Add Galician, Catalan, French, Dutch and Croatian translations.
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Spanish (``es.po``) ships out of the box. The other locales can be
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produced from the same ``.pot`` by translating each ``msgstr``.
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