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[18.0] [IMP] spreadsheet_oca: KPI alerts with cron-based cell monitoring #100

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e63e44d
[IMP] spreadsheet_oca: add server-side pivot data engine and cell-ref…
dnplkndll Mar 12, 2026
ae10935
[IMP] spreadsheet_oca: add KPI alerts with cron-based cell monitoring
dnplkndll Mar 12, 2026
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6 changes: 1 addition & 5 deletions spreadsheet_oca/README.rst
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@@ -1,7 +1,3 @@
.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

===============
Spreadsheet Oca
===============
Expand All @@ -17,7 +13,7 @@ Spreadsheet Oca
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fspreadsheet-lightgray.png?logo=github
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5 changes: 4 additions & 1 deletion spreadsheet_oca/__manifest__.py
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Expand Up @@ -5,7 +5,7 @@
"name": "Spreadsheet Oca",
"summary": """
Allow to edit spreadsheets""",
"version": "18.0.1.2.3",
"version": "18.0.2.0.0",
"license": "AGPL-3",
"author": "CreuBlanca,Odoo Community Association (OCA)",
"website": "https://github.com/OCA/spreadsheet",
Expand All @@ -14,7 +14,10 @@
"security/security.xml",
"security/ir.model.access.csv",
"views/spreadsheet_spreadsheet.xml",
"views/spreadsheet_alert_views.xml",
"data/mail_templates.xml",
"data/spreadsheet_spreadsheet_import_mode.xml",
"data/spreadsheet_alert_cron.xml",
"wizards/spreadsheet_select_row_number.xml",
"wizards/spreadsheet_spreadsheet_import.xml",
],
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105 changes: 105 additions & 0 deletions spreadsheet_oca/data/mail_templates.xml
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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2025 Ledo Enterprises LLC
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
<odoo>
<!-- ══ Alert notification (posted to Chatter) ═══════════════════════
Rendered by spreadsheet.alert._fire_notification().
Variables: alert, value_str, op_label, threshold_str, base_url

Customise via Settings > Technical > Views, search for
"spreadsheet.alert.notification". -->
<record model="ir.ui.view" id="spreadsheet_alert_notification_template">
<field name="name">spreadsheet.alert.notification</field>
<field name="type">qweb</field>
<field name="arch" type="xml">
<t t-name="spreadsheet_oca.spreadsheet_alert_notification_template">
<div
style="font-family:Arial,Helvetica,sans-serif;font-size:14px;color:#333;max-width:600px"
>
<!-- Header bar -->
<div
style="background:#c0392b;color:#fff;padding:10px 16px;border-radius:4px 4px 0 0;font-size:13px"
>
&#9888; KPI Alert Triggered
</div>
<!-- Body -->
<div
style="border:1px solid #e0e0e0;border-top:none;padding:16px;border-radius:0 0 4px 4px"
>
<p
style="margin:0 0 10px 0;font-size:15px;font-weight:bold;color:#222"
>
<t t-out="alert.name" />
</p>
<table
style="font-size:13px;color:#555;line-height:1.6;border-collapse:collapse"
cellpadding="0"
cellspacing="0"
>
<tr>
<td
style="padding:2px 12px 2px 0;color:#888;white-space:nowrap"
>Cell</td>
<td style="padding:2px 0">
<b>
<t t-out="alert.cell_ref" />
</b>
<t t-if="alert.sheet_name">
on sheet <i>
<t t-out="alert.sheet_name" />
</i>
</t>
</td>
</tr>
<tr>
<td
style="padding:2px 12px 2px 0;color:#888;white-space:nowrap"
>Value</td>
<td style="padding:2px 0">
<b>
<t t-out="value_str" />
</b>
</td>
</tr>
<tr>
<td
style="padding:2px 12px 2px 0;color:#888;white-space:nowrap"
>Condition</td>
<td style="padding:2px 0">
<t t-out="op_label" />
&#160;
<t t-out="threshold_str" />
</td>
</tr>
</table>
<!-- Action links -->
<div
style="margin-top:14px;padding-top:12px;border-top:1px solid #eee;font-size:12px"
>
<t
t-set="spreadsheet_url"
t-value="'%s/web#id=%d&amp;model=spreadsheet.spreadsheet&amp;view_type=form' % (base_url, alert.spreadsheet_id.id)"
/>
<t
t-set="alert_url"
t-value="'%s/web#id=%d&amp;model=spreadsheet.alert&amp;view_type=form' % (base_url, alert.id)"
/>
<a
t-att-href="spreadsheet_url"
style="color:#2980b9;text-decoration:none;margin-right:16px"
>
&#128196; Open Spreadsheet
</a>
<a
t-att-href="alert_url"
style="color:#2980b9;text-decoration:none"
>
&#9881; Alert Settings
</a>
</div>
</div>
</div>
</t>
</field>
</record>
</odoo>
14 changes: 14 additions & 0 deletions spreadsheet_oca/data/spreadsheet_alert_cron.xml
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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2025 Ledo Enterprises LLC
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
<odoo noupdate="1">
<record model="ir.cron" id="spreadsheet_alert_cron">
<field name="name">Spreadsheet KPI Alert Evaluation</field>
<field name="model_id" ref="model_spreadsheet_alert" />
<field name="state">code</field>
<field name="code">model._cron_evaluate_all()</field>
<field name="interval_number">1</field>
<field name="interval_type">hours</field>
<field name="active">True</field>
</record>
</odoo>
85 changes: 85 additions & 0 deletions spreadsheet_oca/demo/demo_kpi_dashboard.json
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{
"version": 21,
"sheets": [
{
"id": "dashboard",
"name": "Dashboard",
"colNumber": 26,
"rowNumber": 100,
"rows": {},
"cols": {},
"merges": [],
"cells": {
"A1": {"content": "KPI", "style": 1, "border": 1},
"B1": {"content": "Target", "style": 1, "border": 1},
"C1": {"content": "Actual", "style": 1, "border": 1},
"D1": {"content": "Variance", "style": 1, "border": 1},
"E1": {"content": "Status", "style": 1, "border": 1},
"A2": {"content": "Cost Per Lead"},
"B2": {"content": "50", "format": 1},
"C2": {"content": "42", "format": 1},
"D2": {"content": "=C2-B2", "format": 1},
"E2": {"content": "=IF(C2<=B2,\"On Track\",\"Over\")"},
"A3": {"content": "Revenue Growth"},
"B3": {"content": "0.15", "format": 2},
"C3": {"content": "0.12", "format": 2},
"D3": {"content": "=C3-B3", "format": 2},
"E3": {"content": "=IF(C3>=B3,\"On Track\",\"Below\")"},
"A4": {"content": "Customer Churn"},
"B4": {"content": "0.05", "format": 2},
"C4": {"content": "0.032", "format": 2},
"D4": {"content": "=C4-B4", "format": 2},
"E4": {"content": "=IF(C4<=B4,\"On Track\",\"High\")"},
"A5": {"content": "Avg Deal Size"},
"B5": {"content": "25000", "format": 1},
"C5": {"content": "28500", "format": 1},
"D5": {"content": "=C5-B5", "format": 1},
"E5": {"content": "=IF(C5>=B5,\"On Track\",\"Low\")"},
"A6": {"content": "NPS Score"},
"B6": {"content": "70"},
"C6": {"content": "78"},
"D6": {"content": "=C6-B6"},
"E6": {"content": "=IF(C6>=B6,\"On Track\",\"Low\")"},
"A8": {"content": "Last Updated"},
"B8": {"content": "2026-03-01"},
"A9": {"content": "Updated By"},
"B9": {"content": "Admin"}
},
"conditionalFormats": [],
"figures": [],
"filterTables": [],
"tables": [],
"dataValidationRules": [],
"comments": {},
"headerGroups": {"ROW": [], "COL": []},
"areGridLinesVisible": true,
"isVisible": true
}
],
"settings": {},
"customTableStyles": {},
"styles": {
"1": {"bold": true, "align": "center"}
},
"formats": {
"1": "$#,##0",
"2": "0.00%"
},
"borders": {
"1": {
"top": ["thin", "#000"],
"bottom": ["thin", "#000"],
"left": ["thin", "#000"],
"right": ["thin", "#000"]
}
},
"revisionId": "START_REVISION",
"uniqueFigureIds": true,
"odooVersion": 12,
"globalFilters": [],
"pivots": {},
"pivotNextId": 1,
"lists": {},
"listNextId": 1,
"chartOdooMenusReferences": {}
}
98 changes: 98 additions & 0 deletions spreadsheet_oca/demo/demo_pivot_dashboard.json
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{
"version": 21,
"sheets": [
{
"id": "sheet_partners",
"name": "Partners by Country",
"colNumber": 26,
"rowNumber": 100,
"rows": {},
"cols": {
"0": {"size": 220},
"1": {"size": 140},
"2": {"size": 140},
"3": {"size": 140}
},
"merges": [],
"cells": {
"A1": {"content": "=PIVOT(1)"}
},
"conditionalFormats": [],
"figures": [],
"filterTables": [],
"tables": [],
"dataValidationRules": [],
"comments": {},
"headerGroups": {"ROW": [], "COL": []},
"areGridLinesVisible": true,
"isVisible": true
},
{
"id": "sheet_regions",
"name": "Regions per Country",
"colNumber": 26,
"rowNumber": 100,
"rows": {},
"cols": {
"0": {"size": 220},
"1": {"size": 140}
},
"merges": [],
"cells": {
"A1": {"content": "=PIVOT(2)"}
},
"conditionalFormats": [],
"figures": [],
"filterTables": [],
"tables": [],
"dataValidationRules": [],
"comments": {},
"headerGroups": {"ROW": [], "COL": []},
"areGridLinesVisible": true,
"isVisible": true
}
],
"settings": {},
"customTableStyles": {},
"styles": {},
"formats": {},
"borders": {},
"revisionId": "START_REVISION",
"uniqueFigureIds": true,
"odooVersion": 12,
"globalFilters": [],
"pivots": {
"1": {
"type": "ODOO",
"id": "1",
"formulaId": "1",
"name": "Partners by Country & Type",
"model": "res.partner",
"domain": [["active", "=", true]],
"context": {},
"measures": [{"id": "__count", "fieldName": "__count"}],
"rows": [{"fieldName": "country_id", "order": "desc"}],
"columns": [{"fieldName": "is_company"}],
"sortedColumn": null,
"fieldMatching": {}
},
"2": {
"type": "ODOO",
"id": "2",
"formulaId": "2",
"name": "Regions per Country",
"model": "res.country.state",
"domain": [],
"context": {},
"measures": [{"id": "__count", "fieldName": "__count"}],
"rows": [{"fieldName": "country_id", "order": "desc"}],
"columns": [],
"sortedColumn": null,
"fieldMatching": {}
}
},
"pivotNextId": 3,
"lists": {},
"listNextId": 1,
"chartOdooMenusReferences": {}
}
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