Portal Dashboard

The portal home page is a list of counters that gives customers little insight. This module replaces it with a dashboard showing recent sale orders and quotations, purchase orders and RFQs, projects and invoices or bills, plus a chart of data. Administrators decide in settings which blocks appear and how many rows. It depends on Sales, Purchase, Project, CRM and Website and serves portal users.

1. 1

   Choose dashboard blocks

   In Website settings tick which blocks to show: recent sale orders, purchase orders, projects and invoices. Each block has a toggle. Untouched blocks stay hidden.

   • Fields: is_show_recent_so_q, is_show_recent_po_rfq, is_show_project, is_show_recent_invoice_bill
   • Model: res.config.settings
2. 2

   Set record counts

   For each enabled block enter how many records to list. The count fields depend on the toggle. Small numbers keep the page fast.

   • Fields: sale_count, purchase_count, project_count, account_count
   • Depends on the toggle
3. 3

   Customer opens the portal

   The portal home route /my is extended so the dashboard appears first. The controller collects the records of the logged-in partner. Only their own documents are listed.

   • Controller home overridden
   • Own records only
4. 4

   Read the recent documents

   Each block lists the latest quotations, orders, projects or invoices with links to the portal document pages. Users click a row to open it. The lists follow portal access rules.

   • Links to portal pages
   • Access rules apply
5. 5

   View the chart

   A chart script requests data through the datafetch method and draws a graph of activity. The model chart data holds the series. It gives a visual summary at a glance.

   • Script portal_dashboard_graph.js
   • Model chart.data

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