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Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
As mentioned before, different goal will use different indicators.
For a dashboard analyzing past financial financial performance, a well known set of indicators is the DuPont analysis.
It is quite interesting because it starts with the ROI or ROE and decomposes it in more focused indicators.
See: https://en.wikipedia.org/wiki/DuPont_analysis
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by Daniel Reis - 10:00 - 1 Nov 2022 -
Re: Reconcile Widget with OWL
Thanks a lot !This is a very important topic.I think we should use as much as possible the new apis from Odoo core.Have a nice day and thanks again !Le mar. 1 nov. 2022 à 18:32, Enric Tobella Alomar <notifications@odoo-community.org> a écrit :Hi!!I have been working this weekend on the new reconcile widget for v16 using OWL. It might be not mandatory yet, but, it is interesting to do this ASAP.I am trying to do it visually similar to Enterprise (UX), but the approach should be completly different.However, as we are still in a initial process, it is interesting to do some comments. On 14 and 15, when we reconciled bank statements, we modified a posted move. It was weird, but useful. Should we continue with this approach?I can show you a small gif of how it is going. Right now, only manual conciliation works (no models, no invoices), but it should be easy :D).I hope I can open a PR soon (at least, when minimal requirements are fulfilled)Kind regards,
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by Téo GODDET - 09:25 - 1 Nov 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
As mentioned before, different goal will use different indicators.
For a dashboard analyzing past financial financial performance, a well known set of indicators is the DuPont analysis.
It is quite interesting because it starts with the ROI or ROE and decomposes it in more focused indicators.
See: https://en.wikipedia.org/wiki/DuPont_analysis
--
DANIEL REIS
MANAGING DIRECTORM: +351 919 991 307
E: dreis@OpenSourceIntegrators.com
A: Avenida da República 3000, Estoril Office B, #34
by Daniel Reis - 08:01 - 1 Nov 2022 -
Reconcile Widget with OWL
Hi!!I have been working this weekend on the new reconcile widget for v16 using OWL. It might be not mandatory yet, but, it is interesting to do this ASAP.I am trying to do it visually similar to Enterprise (UX), but the approach should be completly different.However, as we are still in a initial process, it is interesting to do some comments. On 14 and 15, when we reconciled bank statements, we modified a posted move. It was weird, but useful. Should we continue with this approach?I can show you a small gif of how it is going. Right now, only manual conciliation works (no models, no invoices), but it should be easy :D).I hope I can open a PR soon (at least, when minimal requirements are fulfilled)Kind regards,
Tanto este mensaje como los documentos que, en su caso, lleve como anexos,
pueden contener información reservada y/o confidencial, destinada exclusivamente
para el uso del destinatario o la persona responsable de entregarlo al mismo,
estando su uso no autorizado prohibido legalmente.
Su contenido no constituye un compromiso para Creu Blanca (la empresa remitente)
salvo ratificación escrita por ambas partes. En caso de su recepción por error,
rogamos nos lo comunique por igual vía, se abstenga de realizar copias del mensaje
o documentos adjuntos, remitirlo o facilitarlo a un tercero, y proceda en su defecto,
a su eliminación.
by Enric Tobella Alomar - 06:30 - 1 Nov 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
I suggested edits for a couple of standard metrics: Current Ratio = current assets / current liabilities Quick Ratio = (cash and equivalent account + account receivable) / current liabilities Working Capital = current assets - current liabilities Cheers, Mike. On 31/10/2022 15:41, Pedro M. Baeza wrote: > I think both are interesting. Let's gather all together for now, with > an explanation, its goal and how to compute it, and then we can plan > which ones we implement first. I have opened this Google Docs document > for writing them in a collaborative manner: > > https://docs.google.com/document/d/1FDIud707XFMa08Q0U8UTJMa4UEp1rEEA1dx3P41XNew/edit# > > You can also comment on the structure of the document itself. > > Thank you very much for your interest. > > Regards. > > _______________________________________________ > Mailing-List: https://odoo-community.org/groups/contributors-15 > Post to: mailto:contributors@odoo-community.org > Unsubscribe: https://odoo-community.org/groups?unsubscribe >
by Raphael Makonnen - 01:21 - 1 Nov 2022 -
Re: Company as maintainer
Hi, I think there are several interesting points in this conversation, as well as Jean-Charles' project which could be very useful in my opinion - keeping track of specific modules' improvement and/or bug reports would make our work quite easier.For example, knowing if a certain behavior has been fixed in a commit for the previous or next version of a module, and just migrating the commit instead of fixing it again.In general, as I mentioned in a previous email, I think it would be extremely convenient for PMs and devs alike to have some space where all things related to a module could be collected - PRs, known issues, general discussions, if module is or will be discontinued in future versions and why...But to keep discussion focus on maintainership:Let's say Company A contracts Dev X to develop Module 1Module 1 is built on specifications provided by Company A, to address use cases from customers of Company A, and ultimately it's PM from Company A who designs how the module should work functionally (of course based on technical expertise and guidance from Dev X)If Dev X stops working with Company A, takes a sabbatical, leaves odoo development altogether or simply does not check notifications on email related to github account...Are we sure that maintainership is better ensured by assigning the "maintainer" role to Dev X rather than Company A?Ultimately I don't think it's a bad idea to have them both.FrancescoIl giorno dom 30 ott 2022 alle ore 01:37 Jean-Charles Drubay <notifications@odoo-community.org> ha scritto:Hi,I share the same observation more and more: there is a need to track/manage modules instead of repositories.Going in this direction I started to work on this topic which started around OpenUpgrade only at first until I realized that this need was broader than OpenUpgrade only:I have prepared a prototype to share the information per module and which can be tested here https://oca-cm-15.komit.linkThe Issues and PRs are linked to the module base d on the name of the Issues/PRs so at this stage it's not reliable.But naming conventions could be enforced by github checks I guess, at least for the PRs.Adding a notification mechanism should not be complicated.I am currently working on a v2 of the prototype.I am open to sharing the code, which I already did upon request.I am also open to discussions.Best regards,
Jean-CharlesOn Sat, Oct 29, 2022 at 4:57 PM Pedro M. Baeza <notifications@odoo-community.or g> wrote:I'm afraid I don't have a solution for that. I'm subscribed to everything... and yes, lots of noise. But it also serves for having a whole picture, as "what are the modules I am interested in?" Maybe a new module arises over a feature I want.I use my self-called "5 seconds rule" for dealing with the huge amount of notifications: 5 seconds to decide if to discard it, answer immediately if it takes less than a minute, which can be my distraction window, or let it in my inbox for a later and more calm answer. This allows me to be reactive enough as well as not requiring too much time.Regards._______________________________________________
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by Francesco Foresti - 02:46 - 31 Oct 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
I think both are interesting. Let's gather all together for now, with an explanation, its goal and how to compute it, and then we can plan which ones we implement first. I have opened this Google Docs document for writing them in a collaborative manner:You can also comment on the structure of the document itself.Thank you very much for your interest.Regards.
by Pedro M. Baeza - 01:41 - 31 Oct 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
PedroHow are you? Great initiative! The field is a bit vast, what kind of KPI regarding Finance and Accounting would be preferable? The most daily operation ones, as liquidity, receivables, payables, etc or more strategic ones, referred to equities, operation results, etc?Thanks!El sáb, 29 oct 2022 a la(s) 22:27, Pedro M. Baeza (notifications@odoo-community.org) escribió:Hi all,As Odoo SA (Fabien himself) considers that we can't use code that has been open sourced for some time under a LGPL license should be used as a start for a community module, and the layers bill is expensive, let's start a new module from scratch.Can you please share here what are the main metrics and KPIs that you consider inside these areas for being included?Regards._______________________________________________
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by Gonzalo Ruzafa. - 01:11 - 31 Oct 2022 -
Call for action - Metrics and KPIs for OCA accounting and finance dashboards
Hi all,As Odoo SA (Fabien himself) considers that we can't use code that has been open sourced for some time under a LGPL license should be used as a start for a community module, and the layers bill is expensive, let's start a new module from scratch.Can you please share here what are the main metrics and KPIs that you consider inside these areas for being included?Regards.
by Pedro M. Baeza - 02:25 - 30 Oct 2022 -
Re: Company as maintainer
Hi,I share the same observation more and more: there is a need to track/manage modules instead of repositories.Going in this direction I started to work on this topic which started around OpenUpgrade only at first until I realized that this need was broader than OpenUpgrade only:I have prepared a prototype to share the information per module and which can be tested here https://oca-cm-15.komit.linkThe Issues and PRs are linked to the module based on the name of the Issues/PRs so at this stage it's not reliable.But naming conventions could be enforced by github checks I guess, at least for the PRs.Adding a notification mechanism should not be complicated.I am currently working on a v2 of the prototype.I am open to sharing the code, which I already did upon request.I am also open to discussions.Best regards,
Jean-CharlesOn Sat, Oct 29, 2022 at 4:57 PM Pedro M. Baeza <notifications@odoo-community.org> wrote:I'm afraid I don't have a solution for that. I'm subscribed to everything... and yes, lots of noise. But it also serves for having a whole picture, as "what are the modules I am interested in?" Maybe a new module arises over a feature I want.I use my self-called "5 seconds rule" for dealing with the huge amount of notifications: 5 seconds to decide if to discard it, answer immediately if it takes less than a minute, which can be my distraction window, or let it in my inbox for a later and more calm answer. This allows me to be reactive enough as well as not requiring too much time.Regards._______________________________________________
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by Jean-Charles Drubay - 01:35 - 30 Oct 2022 -
Re: Company as maintainer
I'm afraid I don't have a solution for that. I'm subscribed to everything... and yes, lots of noise. But it also serves for having a whole picture, as "what are the modules I am interested in?" Maybe a new module arises over a feature I want.I use my self-called "5 seconds rule" for dealing with the huge amount of notifications: 5 seconds to decide if to discard it, answer immediately if it takes less than a minute, which can be my distraction window, or let it in my inbox for a later and more calm answer. This allows me to be reactive enough as well as not requiring too much time.Regards.
by Pedro M. Baeza - 11:55 - 29 Oct 2022 -
Re: Company as maintainer
That's nice to know all the pull requests from your company.But what I'm after is a mechanism to be notified when there are pull requests or issues opened against modules I'm interested in.GitHub per repo notifications are too coarse, that generate too much noise for many modules I don't care about.-sbiOn Sat, Oct 29, 2022 at 11:36 AM Pedro M. Baeza <notifications@odoo-community.org> wrote:What we do is to include in the pull request main comment `@Tecnativa` for later search for such pull requests, using `involves`. This is for example our current status:Regards._______________________________________________
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by Stéphane Bidoul - 11:45 - 29 Oct 2022 -
Re: Company as maintainer
What we do is to include in the pull request main comment `@Tecnativa` for later search for such pull requests, using `involves`. This is for example our current status:Regards.
by Pedro M. Baeza - 11:26 - 29 Oct 2022 -
Re: Company as maintainer
> The main point of this is keeping track with proposed changes to modules we have developed, migration to other versions, and to be contacted in case there's any request about them.Yes, being notified when something affects addons you are interested in (whether or not you maintain it actively) is an important feature, and difficult to achieve at the moment.But the more I think of it the more I think using the maintainers key for that is actually diverting it from its intended purpose.If everyone starts putting their team names there just to get notifications... well it's going to be bizarre :)I wonder if people around here have found good solutions for that.Or if there are good ideas that would not be too hard to implement.-sbi
by Stéphane Bidoul - 11:20 - 29 Oct 2022 -
Re: Request to create OCA/spreadsheet
Thanks, the repository may be a bit of transversal, as it can contain things from several areas, like the first pull request I have just done:that is more of accounting, but well, as there are around some core maintainers, let's see if we need other PSC.Regards.
by Pedro M. Baeza - 01:36 - 28 Oct 2022 -
Re: Company as maintainer
I agree with you Stéphane,to address also Pedro's concerns: while merging rights for minor changes can be useful to have, it's always convenient to get a PSC review to make sure the change is done correctly.The main point of this is keeping track with proposed changes to modules we have developed, migration to other versions, and to be contacted in case there's any request about them.I will ping you in a PR to check whether it worksFrancescoIl giorno ven 28 ott 2022 alle ore 10:07 Stéphane Bidoul <notifications@odoo-community.org> ha scritto:That said, even if that works, we need to be careful with this, as we would not want the maintainers key to become a marketing device for companies.-sbiOn Thu, Oct 27, 2022 at 5:04 PM Stéphane Bidoul <stephane.bidoul@acsone.eu> wrote:Hi Francesco,What you put in the maintainers key must be valid GitHub handles.It may work if you put both a team of your company (to receive notifications) and a user of your company (to get permissions to ocabot merge).Can you try and ping me on the PR so I can follow the process?-sbiOn Thu, Oct 27, 2022 at 4:47 PM Francesco Foresti <notifications@odoo-community.org> wrote:Thanks Pedro,what I meant was either:- assigning a "companyname" github account as maintainer of the module, or- both "companyname" and "devname" as maintainers.I don't think there's any issue in having multiple maintainers of a module?Cheers
FrancescoIl giorno gio 27 ott 2022 alle ore 16:32 Pedro M. Baeza <notifications@odoo-community.org> ha scritto:The problem is that all checks go through the GitHub user, so there's no notion of other grouping form (like GitHub organizations) that allows that. It would be interesting, but it should be implemented. The per user approach is also for not having noise in mid-size organizations.Regards._______________________________________________
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by Francesco Foresti - 10:20 - 28 Oct 2022 -
Re: Company as maintainer
That said, even if that works, we need to be careful with this, as we would not want the maintainers key to become a marketing device for companies.-sbiOn Thu, Oct 27, 2022 at 5:04 PM Stéphane Bidoul <stephane.bidoul@acsone.eu> wrote:Hi Francesco,What you put in the maintainers key must be valid GitHub handles.It may work if you put both a team of your company (to receive notifications) and a user of your company (to get permissions to ocabot merge).Can you try and ping me on the PR so I can follow the process?-sbiOn Thu, Oct 27, 2022 at 4:47 PM Francesco Foresti <notifications@odoo-community.org> wrote:Thanks Pedro,what I meant was either:- assigning a "companyname" github account as maintainer of the module, or- both "companyname" and "devname" as maintainers.I don't think there's any issue in having multiple maintainers of a module?Cheers
FrancescoIl giorno gio 27 ott 2022 alle ore 16:32 Pedro M. Baeza <notifications@odoo-community.org> ha scritto:The problem is that all checks go through the GitHub user, so there's no notion of other grouping form (like GitHub organizations) that allows that. It would be interesting, but it should be implemented. The per user approach is also for not having noise in mid-size organizations.Regards._______________________________________________
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by Stéphane Bidoul - 10:05 - 28 Oct 2022 -
Re: Request to create OCA/spreadsheet
Hi, all.I agree :)There you go https://github.com/OCA/spreadsheetFor now I assigned it to "Web PSC", let me know if you think we need a new PSC.Cheers,S
by Simone Orsi - 08:36 - 28 Oct 2022 -
Re: Request to create OCA/spreadsheet
+1El 27 de oct. de 2022 13:02 -0300, Gonzalo Ruzafa <notifications@odoo-community.org>, escribió:
+1
El jue, 27 oct 2022 a la(s) 12:57, Iván Todorovich (notifications@odoo-community.org) escribió:+1--
Le jeu. 27 oct. 2022 à 11:52, David Beal <notifications@odoo-community.org> a écrit :
Le lun. 17 oct. 2022 à 21:07, Valentin Vinagre Urteaga <notifications@odoo-community.org> a écrit :+all y need :)
El 17 oct 2022, a las 20:02, LuisDaniel Lafaurie <notifications@odoo-community.org> escribió:
+1
On Mon, 17 Oct 2022, 18:06 Pedro M. Baeza, <notifications@odoo-community.org> wrote:Due to the new feature, I think a new repo is needed to hold things related to this library. Examples: put the financial dashboards that Odoo removes from the community edition in an OCA module, or extensions/editability of the spreadsheets.Can you please create it?Thanks. Regards._______________________________________________
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by Nicolas Rodriguez Sande - 06:06 - 27 Oct 2022 -
Re: Request to create OCA/spreadsheet
+127 Eki 2022 Per 19:02 tarihinde Gonzalo Ruzafa <notifications@odoo-community.org> şunu yazdı:+1El jue, 27 oct 2022 a la(s) 12:57, Iván Todorovich (notifications@odoo-community.org) escribió:+1--Le jeu. 27 oct. 2022 à 11:52, David Beal <notifications@odoo-community.org> a écrit :Le lun. 17 oct. 2022 à 21:07, Valentin Vinagre Urteaga <notifications@odoo-community.org> a écrit :+all y need :)
El 17 oct 2022, a las 20:02, LuisDaniel Lafaurie <notifications@odoo-community.org> escribió:
+1
On Mon, 17 Oct 2022, 18:06 Pedro M. Baeza, <notifications@odoo-community.org> wrote:Due to the new feature, I think a new repo is needed to hold things related to this library. Examples: put the financial dashboards that Odoo removes from the community edition in an OCA module, or extensions/editability of the spreadsheets.Can you please create it?Thanks. Regards._______________________________________________
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Iván TodorovichOdoo Techno-Functional Consultant
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by Ramazan Subaşı - 06:06 - 27 Oct 2022
