[18.0][IMP] spreadsheet_oca: server-side pivot engine + scheduled data refresh

spreadsheet_oca/README.rst

@@ -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
 ===============
@@ -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

spreadsheet_oca/__manifest__.py

@@ -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",
@@ -14,6 +14,8 @@
         "security/security.xml",
         "security/ir.model.access.csv",
         "views/spreadsheet_spreadsheet.xml",
+        "views/spreadsheet_refresh_schedule_views.xml",
+        "data/mail_templates.xml",
         "data/spreadsheet_spreadsheet_import_mode.xml",
         "wizards/spreadsheet_select_row_number.xml",
         "wizards/spreadsheet_spreadsheet_import.xml",

spreadsheet_oca/data/mail_templates.xml

@@ -0,0 +1,56 @@
+<?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>
+    <!-- ══ Refresh notification (posted to Chatter) ═════════════════════
+         Rendered by spreadsheet.refresh.schedule._render_refresh_html().
+         Variables: pivot_html_list
+
+         Customise via Settings > Technical > Views, search for
+         "spreadsheet.refresh.notification". -->
+    <record model="ir.ui.view" id="spreadsheet_refresh_notification_template">
+        <field name="name">spreadsheet.refresh.notification</field>
+        <field name="type">qweb</field>
+        <field name="arch" type="xml">
+            <t t-name="spreadsheet_oca.spreadsheet_refresh_notification_template">
+                <div style="font-family:sans-serif;font-size:14px">
+                    <t t-if="not pivot_html_list">
+                        <p>No ODOO pivot data sources found in this spreadsheet.</p>
+                    </t>
+                    <t t-else="">
+                        <t t-foreach="pivot_html_list" t-as="pivot_html">
+                            <t t-out="pivot_html" />
+                            <hr
+                                style="border:none;border-top:1px solid #eee;margin:8px 0"
+                            />
+                        </t>
+                    </t>
+                </div>
+            </t>
+        </field>
+    </record>
+
+    <!-- ══ Refresh warning (posted to Chatter on partial failure) ══════
+         Variables: schedule_name, failed_names -->
+    <record model="ir.ui.view" id="spreadsheet_refresh_warning_template">
+        <field name="name">spreadsheet.refresh.warning</field>
+        <field name="type">qweb</field>
+        <field name="arch" type="xml">
+            <t t-name="spreadsheet_oca.spreadsheet_refresh_warning_template">
+                <p>
+                    [Warning] Refresh schedule <b>
+                    <t t-out="schedule_name" />
+                </b>
+                    could not load pivot(s):
+                    <t t-foreach="failed_names" t-as="pname">
+                    <b>
+                        <t t-out="pname" />
+                    </b>
+                    <t t-if="not pname_last">, </t>
+                </t>.
+                    Check server logs for details.
+                </p>
+            </t>
+        </field>
+    </record>
+</odoo>

spreadsheet_oca/demo/demo_pivot_dashboard.json

@@ -0,0 +1,98 @@
+{
+  "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": {}
+}

spreadsheet_oca/demo/spreadsheet_spreadsheet.xml

@@ -1,11 +1,102 @@
 <?xml version="1.0" encoding="UTF-8" ?>
 <odoo>
+    <!-- ════════════════════════════════════════════════════════════════════
+         Demo Partners (geographic diversity for pivot demos)
+         ════════════════════════════════════════════════════════════════════ -->
+
+    <record id="demo_partner_de_1" model="res.partner">
+        <field name="name">Müller GmbH</field>
+        <field name="is_company" eval="True" />
+        <field name="country_id" ref="base.de" />
+    </record>
+    <record id="demo_partner_de_2" model="res.partner">
+        <field name="name">Hans Weber</field>
+        <field name="country_id" ref="base.de" />
+        <field name="parent_id" ref="demo_partner_de_1" />
+    </record>
+    <record id="demo_partner_fr_1" model="res.partner">
+        <field name="name">Dupont SA</field>
+        <field name="is_company" eval="True" />
+        <field name="country_id" ref="base.fr" />
+    </record>
+    <record id="demo_partner_fr_2" model="res.partner">
+        <field name="name">Marie Leclerc</field>
+        <field name="country_id" ref="base.fr" />
+        <field name="parent_id" ref="demo_partner_fr_1" />
+    </record>
+    <record id="demo_partner_uk_1" model="res.partner">
+        <field name="name">British Solutions Ltd</field>
+        <field name="is_company" eval="True" />
+        <field name="country_id" ref="base.uk" />
+    </record>
+    <record id="demo_partner_uk_2" model="res.partner">
+        <field name="name">James Clarke</field>
+        <field name="country_id" ref="base.uk" />
+        <field name="parent_id" ref="demo_partner_uk_1" />
+    </record>
+    <record id="demo_partner_jp_1" model="res.partner">
+        <field name="name">Tanaka Industries</field>
+        <field name="is_company" eval="True" />
+        <field name="country_id" ref="base.jp" />
+    </record>
+    <record id="demo_partner_br_1" model="res.partner">
+        <field name="name">Silva Comércio Ltda</field>
+        <field name="is_company" eval="True" />
+        <field name="country_id" ref="base.br" />
+    </record>
+    <record id="demo_partner_br_2" model="res.partner">
+        <field name="name">Ana Costa</field>
+        <field name="country_id" ref="base.br" />
+    </record>
+    <record id="demo_partner_in_1" model="res.partner">
+        <field name="name">Patel Technologies Pvt Ltd</field>
+        <field name="is_company" eval="True" />
+        <field name="country_id" ref="base.in" />
+    </record>
+    <record id="demo_partner_in_2" model="res.partner">
+        <field name="name">Priya Sharma</field>
+        <field name="country_id" ref="base.in" />
+        <field name="parent_id" ref="demo_partner_in_1" />
+    </record>
+    <record id="demo_partner_au_1" model="res.partner">
+        <field name="name">Outback Systems Pty Ltd</field>
+        <field name="is_company" eval="True" />
+        <field name="country_id" ref="base.au" />
+    </record>
+
+    <!-- ════════════════════════════════════════════════════════════════════
+         Spreadsheet Records
+         ════════════════════════════════════════════════════════════════════ -->
+
     <record id="demo_spreadsheet" model="spreadsheet.spreadsheet">
-        <field name="name">Demo spreadsheet</field>
+        <field name="name">Sales Pipeline Summary</field>
+        <field name="owner_id" ref="base.user_admin" />
         <field
             name="spreadsheet_binary_data"
             type="base64"
             file="spreadsheet_oca/demo/demo_spreadsheet.json"
         />
     </record>
+
+    <record id="demo_pivot_dashboard" model="spreadsheet.spreadsheet">
+        <field name="name">Partner Pivot Dashboard</field>
+        <field name="owner_id" ref="base.user_admin" />
+        <field
+            name="spreadsheet_binary_data"
+            type="base64"
+            file="spreadsheet_oca/demo/demo_pivot_dashboard.json"
+        />
+    </record>
+
+    <!-- ════════════════════════════════════════════════════════════════════
+         Refresh Schedules
+         ════════════════════════════════════════════════════════════════════ -->
+
+    <record id="demo_refresh_weekly" model="spreadsheet.refresh.schedule">
+        <field name="name">Weekly Pipeline Refresh</field>
+        <field name="spreadsheet_id" ref="demo_spreadsheet" />
+        <field name="interval_number">1</field>
+        <field name="interval_type">weeks</field>
+        <field name="notify_partner_ids" eval="[(4, ref('base.partner_admin'))]" />
+    </record>
 </odoo>

spreadsheet_oca/models/__init__.py

@@ -1,6 +1,9 @@
+from . import cell_ref  # noqa: F401 — shared helpers; must be first
 from . import spreadsheet_abstract
 from . import spreadsheet_spreadsheet_tag
 from . import spreadsheet_spreadsheet
 from . import spreadsheet_oca_revision
 from . import ir_websocket
 from . import spreadsheet_spreadsheet_import_mode
+from . import pivot_data
+from . import spreadsheet_refresh_schedule