Smart Related Records Panel | Related Documents, KPI Dashboard & Timeline
by Atharva System https://www.atharvasystem.com/odoo-development$ 51.93
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Inventory (stock) • Invoicing (account) • Manufacturing (mrp) • Project (project) • Purchase (purchase) • Sales (sale_management) • Time Off (hr_holidays) • eCommerce (website_sale) • Calendar (calendar) • Contacts (contacts) • Employees (hr) • Website (website) |
| Lines of code | 2051 |
| Technical Name |
smart_record_panel |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Inventory (stock) • Invoicing (account) • Manufacturing (mrp) • Project (project) • Purchase (purchase) • Sales (sale_management) • Time Off (hr_holidays) • eCommerce (website_sale) • Calendar (calendar) • Contacts (contacts) • Employees (hr) • Website (website) |
| Lines of code | 2051 |
| Technical Name |
smart_record_panel |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
Smart Related
Records Panel
Access contextual related documents, KPIs, risk checks, timelines, and smart quick actions instantly from an elegant side panel in Odoo.
Key
Features
Contextual Related Records
Aggregates and filters relevant connected documents (e.g., invoices, pickings, SOs, POs) based on the current record's model.
Dynamic Document KPI Cards
Computes essential financial, operational, or status metrics dynamically for immediate, at-a-glance visibility.
Active Risk & Warning Indicators
Scans records to highlight critical anomalies, such as overdue invoices, stock shortages, or late pickings.
Smart Quick Actions
Perform essential operations like confirming orders, validating pickings, or registering payments directly from the panel.
Integrated Chatter Timeline
Shows the most recent communication, logs, and system events to track history without scrolling down.
Collapsible Side Panel UX
Saves your open/close preferences in local storage for a seamless, floating context-aware dashboard.
Native Odoo Integration
Supports standard models including Sale/Purchase Orders, Invoices, Partners, Employees, Stock Pickings, and Projects.
Intelligent Security Policies
Applies strict Odoo ACL rules, hiding sections and showing clear access warnings if a user lacks permissions.
Interactive Search Filters
Allows instant filtering and query matching inside any sidebar section for quick information lookup.
Custom Project & Task Views
Offers tailored views for Project Projects and Tasks, compiling milestones, sub-tasks, and timesheets.
Configurable Limit Control
Define the maximum records shown in each side panel section globally in company settings.
Lightning Fast Lazy Loading
The side panel elements use optimized lazy data fetching with pre-loaded cache to guarantee split-second responses.
How It
Works
Smart Related Records Panel Overview
After installation, supported records gain a context-aware floating panel button that loads comprehensive insights instantly without changing your normal workflow.
Supported Models & Documents
Open any form view for supported Odoo models: Sales Orders (sale.order), Purchase Orders (purchase.order), Customer Invoices & Vendor Bills (account.move), Contacts & Partners (res.partner), Employees (hr.employee), Inventory Transfers (stock.picking), Projects (project.project), and Project Tasks (project.task).
Enable / Disable Smart Panel
Enable / Disable Smart Panel globally.
Toggle the Floating Bolt Icon
Click the floating bolt icon in the bottom-right corner to open the modern slide-in panel overlay.
Check Record KPIs & Financial Metrics
Quickly scan aggregated metrics, such as partner Lifetime Value (LTV), open task counts, or total scheduled items.
Monitor Active Risk Warning Signals
Instantly view crucial warnings, such as overdue invoices, blocked customers, stock shortages, or late deliveries.
AI Summary
AI-Generated summaries provide a quick, heuristic-based understanding of record context without opening related documents.
Explore Related Record Sections
Expand sections to view connected items (e.g. invoices on a Sales Order, or timesheets and sub-tasks on a Project Task).
Open Form view
Open form view of record directly by clicking on that record in smart panel.
View All Button
Click on view all button to open list view of that record section.
Change Record Limit
Adjust record limit from settings and configure smart panel for other applications.
Execute On-The-Fly Quick Actions
Run operations directly from the panel, such as creating sales orders, registering payments, or generating sub-tasks.
Search & Filter Inside Sections
Type inside any expanded section search bar to filter matches in real time, or click to open the full linked records.
Read Recent Activity Timeline
Browse the latest activity stream (logs, messages, notes) directly in the timeline without scrolling down the main page.
Show and Hide Sections
Enable and Disable AI summary and Timeline section from smart panel from settings
Real-Time Panel Data Refresh
Updates insights dynamically when changing records, ensuring you always see the latest statistics.
Seamless Cross-Module Intelligence
Connects Accounting, CRM, Sales, Purchases, Inventory, HR, and Projects together into a single, cohesive hub.
Custom Project Milestone Metrics
Specialized project indicators show milestone progressions, task deadlines, and timesheet states.
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Atharva System
Delivering high-quality Odoo solutions and productivity tools.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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