Dashboards
Informes y gráficos
Para qué sirve
Store dashboards and widgets as data (KPI, bar, line, pie and table definitions) for a client to render. The package never runs a query and does not check that the models it names exist.
Qué hace y qué no hace el paquete
Dashboards and their widgets stored as data, for a UI to render. A dashboard has a title and an owner. A widget describes one tile with these fields: kind (kpi, bar, line, pie or table), model_name (the model to read, for example sale_order), measure_field (the field to aggregate; empty for count), aggregate (count or sum; sum needs a number or money measure_field), group_by (field to split by, for bar, line, pie and table; empty for a single kpi value), filter (a JSON object of field names to exact values, for example {"state":"paid"}; empty means all records) and position (order on the dashboard, lowest first). The package only stores the definition; it does not check that the model or fields exist and it computes nothing.
Modelos
dashboards_dashboard
A dashboard: a titled, ordered collection of widgets
Grupo de lectura: dashboards.user. Grupo de escritura: dashboards.manager.
| Campo | Tipo | Clase de datos | Datos personales | Grupo | Los agentes ven | Descripción |
|---|---|---|---|---|---|---|
title | text | none | no | dashboards.user | en claro | Dashboard title, for example Sales overview |
owner | text | internal | sí | dashboards.user | enmascarado | Name of the person who owns the dashboard |
description | longtext | none | no | dashboards.user | en claro | What the dashboard shows and for whom |
shared | bool | none | no | dashboards.user | en claro | Whether everyone with access to the Dashboards app sees it, or only the owner |
position | number | none | no | dashboards.user | en claro | Order among dashboards, lowest first |
dashboards_widget
One tile on a dashboard, defined by what to read and how to aggregate it
Grupo de lectura: dashboards.user. Grupo de escritura: dashboards.manager.
| Campo | Tipo | Clase de datos | Datos personales | Grupo | Los agentes ven | Descripción |
|---|---|---|---|---|---|---|
dashboard_id | ref → dashboards_dashboard | none | no | dashboards.user | en claro | The dashboard the widget is on |
title | text | none | no | dashboards.user | en claro | Tile title, for example Paid orders |
kind | select (kpi, bar, line, pie, table) | none | no | dashboards.user | en claro | How the tile is drawn: kpi, bar, line, pie, table |
model_name | text | none | no | dashboards.user | en claro | Model the tile reads, for example sale_order |
measure_field | text | none | no | dashboards.user | en claro | Field to aggregate: a number or money field of the model; empty when counting |
aggregate | select (count, sum) | none | no | dashboards.user | en claro | How records are combined: count or sum |
group_by | text | none | no | dashboards.user | en claro | Field to split the result by (a select, ref or date field); empty for one value |
filter | longtext | none | no | dashboards.user | en claro | JSON object of field names to exact values that records must match, for example {"state":"paid"}; empty means all records |
position | number | none | no | dashboards.user | en claro | Order of the tile on the dashboard, lowest first |
Flujos de trabajo
Esta aplicación no tiene acciones de flujo de trabajo; los registros se crean y se editan directamente.
Grupos de permisos
Grupos que usa esta aplicación:
dashboards.managerdashboards.user
Pasos con aprobación
Ningún paso de esta aplicación requiere aprobación, salvo eliminar registros.
Qué pueden y qué no pueden hacer los agentes
Un agente puede leer, buscar, crear y actualizar registros de esta aplicación, y ejecutar las acciones que no requieren aprobación, dentro de los grupos de permisos de su token.
Solo puede proponer estos pasos, y una persona debe aprobarlos: dashboards_dashboard.delete, dashboards_widget.delete.
Los datos personales se enmascaran como tokens marcadores: dashboards_dashboard.owner.
Dependencias
Ninguna.
Instalación
Instálala desde la aplicación Customize (Marketplace) o desde la línea de comandos:
obop modules install-from dashboardsRequiere una base de datos y derechos de administrador.
Crea la tuya
La guía de módulos explica cómo se escriben aplicaciones como esta