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[IMP] spreadsheet_oca: add KPI alerts with cron-based cell monitoring
Add spreadsheet.alert model for threshold-based KPI monitoring. Users configure cell reference, operator, and threshold; a scheduled cron evaluates cells and posts chatter notifications on trigger. Supports edge (fire-once) and level (fire-every-time) trigger modes. Includes QWeb email template, security rules, demo data, and tests. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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‎spreadsheet_oca/__manifest__.py‎

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"security/security.xml",
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"security/ir.model.access.csv",
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"views/spreadsheet_spreadsheet.xml",
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"views/spreadsheet_alert_views.xml",
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"data/mail_templates.xml",
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"data/spreadsheet_spreadsheet_import_mode.xml",
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"data/spreadsheet_alert_cron.xml",
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"wizards/spreadsheet_select_row_number.xml",
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"wizards/spreadsheet_spreadsheet_import.xml",
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],

‎spreadsheet_oca/data/mail_templates.xml‎

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<?xml version="1.0" encoding="utf-8" ?>
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<!-- Copyright 2025 Ledo Enterprises LLC
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License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
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<odoo>
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<!-- ══ Alert notification (posted to Chatter) ═══════════════════════
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Rendered by spreadsheet.alert._fire_notification().
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Variables: alert, value_str, op_label, threshold_str, base_url
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Customise via Settings > Technical > Views, search for
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"spreadsheet.alert.notification". -->
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<record model="ir.ui.view" id="spreadsheet_alert_notification_template">
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<field name="name">spreadsheet.alert.notification</field>
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<field name="type">qweb</field>
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<field name="arch" type="xml">
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<t t-name="spreadsheet_oca.spreadsheet_alert_notification_template">
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<div
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style="font-family:Arial,Helvetica,sans-serif;font-size:14px;color:#333;max-width:600px"
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>
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<!-- Header bar -->
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<div
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style="background:#c0392b;color:#fff;padding:10px 16px;border-radius:4px 4px 0 0;font-size:13px"
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>
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&#9888; KPI Alert Triggered
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</div>
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<!-- Body -->
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<div
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style="border:1px solid #e0e0e0;border-top:none;padding:16px;border-radius:0 0 4px 4px"
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>
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<p
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style="margin:0 0 10px 0;font-size:15px;font-weight:bold;color:#222"
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>
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<t t-out="alert.name" />
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</p>
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<table
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style="font-size:13px;color:#555;line-height:1.6;border-collapse:collapse"
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cellpadding="0"
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cellspacing="0"
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>
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<tr>
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<td
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style="padding:2px 12px 2px 0;color:#888;white-space:nowrap"
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>Cell</td>
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<td style="padding:2px 0">
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<b>
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<t t-out="alert.cell_ref" />
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</b>
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<t t-if="alert.sheet_name">
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on sheet <i>
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<t t-out="alert.sheet_name" />
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</i>
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</t>
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</td>
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</tr>
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<tr>
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<td
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style="padding:2px 12px 2px 0;color:#888;white-space:nowrap"
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>Value</td>
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<td style="padding:2px 0">
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<b>
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<t t-out="value_str" />
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</b>
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</td>
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</tr>
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<tr>
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<td
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style="padding:2px 12px 2px 0;color:#888;white-space:nowrap"
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>Condition</td>
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<td style="padding:2px 0">
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<t t-out="op_label" />
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&#160;
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<t t-out="threshold_str" />
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</td>
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</tr>
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</table>
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<!-- Action links -->
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<div
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style="margin-top:14px;padding-top:12px;border-top:1px solid #eee;font-size:12px"
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>
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<t
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t-set="spreadsheet_url"
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t-value="'%s/web#id=%d&amp;model=spreadsheet.spreadsheet&amp;view_type=form' % (base_url, alert.spreadsheet_id.id)"
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/>
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<t
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t-set="alert_url"
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t-value="'%s/web#id=%d&amp;model=spreadsheet.alert&amp;view_type=form' % (base_url, alert.id)"
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/>
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<a
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t-att-href="spreadsheet_url"
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style="color:#2980b9;text-decoration:none;margin-right:16px"
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>
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&#128196; Open Spreadsheet
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</a>
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<a
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t-att-href="alert_url"
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style="color:#2980b9;text-decoration:none"
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>
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&#9881; Alert Settings
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</a>
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</div>
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</div>
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</div>
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</t>
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</field>
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</record>
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</odoo>

‎spreadsheet_oca/data/spreadsheet_alert_cron.xml‎

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<?xml version="1.0" encoding="utf-8" ?>
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<!-- Copyright 2025 Ledo Enterprises LLC
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License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
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<odoo noupdate="1">
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<record model="ir.cron" id="spreadsheet_alert_cron">
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<field name="name">Spreadsheet KPI Alert Evaluation</field>
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<field name="model_id" ref="model_spreadsheet_alert" />
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<field name="state">code</field>
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<field name="code">model._cron_evaluate_all()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">hours</field>
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<field name="active">True</field>
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</record>
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</odoo>

‎spreadsheet_oca/demo/demo_kpi_dashboard.json‎

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{
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"version": 21,
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"sheets": [
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{
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"id": "dashboard",
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"name": "Dashboard",
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"colNumber": 26,
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"rowNumber": 100,
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"rows": {},
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"cols": {},
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"merges": [],
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"cells": {
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"A1": {"content": "KPI", "style": 1, "border": 1},
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"B1": {"content": "Target", "style": 1, "border": 1},
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"C1": {"content": "Actual", "style": 1, "border": 1},
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"D1": {"content": "Variance", "style": 1, "border": 1},
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"E1": {"content": "Status", "style": 1, "border": 1},
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"A2": {"content": "Cost Per Lead"},
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"B2": {"content": "50", "format": 1},
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"C2": {"content": "42", "format": 1},
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"D2": {"content": "=C2-B2", "format": 1},
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"E2": {"content": "=IF(C2<=B2,\"On Track\",\"Over\")"},
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"A3": {"content": "Revenue Growth"},
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"B3": {"content": "0.15", "format": 2},
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"C3": {"content": "0.12", "format": 2},
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"D3": {"content": "=C3-B3", "format": 2},
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"E3": {"content": "=IF(C3>=B3,\"On Track\",\"Below\")"},
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"A4": {"content": "Customer Churn"},
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"B4": {"content": "0.05", "format": 2},
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"C4": {"content": "0.032", "format": 2},
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"D4": {"content": "=C4-B4", "format": 2},
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"E4": {"content": "=IF(C4<=B4,\"On Track\",\"High\")"},
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"A5": {"content": "Avg Deal Size"},
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"B5": {"content": "25000", "format": 1},
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"C5": {"content": "28500", "format": 1},
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"D5": {"content": "=C5-B5", "format": 1},
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"E5": {"content": "=IF(C5>=B5,\"On Track\",\"Low\")"},
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"A6": {"content": "NPS Score"},
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"B6": {"content": "70"},
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"C6": {"content": "78"},
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"D6": {"content": "=C6-B6"},
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"E6": {"content": "=IF(C6>=B6,\"On Track\",\"Low\")"},
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"A8": {"content": "Last Updated"},
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"B8": {"content": "2026-03-01"},
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"A9": {"content": "Updated By"},
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"B9": {"content": "Admin"}
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},
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"conditionalFormats": [],
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"figures": [],
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"filterTables": [],
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"tables": [],
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"dataValidationRules": [],
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"comments": {},
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"headerGroups": {"ROW": [], "COL": []},
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"areGridLinesVisible": true,
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"isVisible": true
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}
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],
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"settings": {},
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"customTableStyles": {},
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"styles": {
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"1": {"bold": true, "align": "center"}
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},
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"formats": {
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"1": "$#,##0",
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"2": "0.00%"
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},
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"borders": {
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"1": {
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"top": ["thin", "#000"],
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"bottom": ["thin", "#000"],
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"left": ["thin", "#000"],
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"right": ["thin", "#000"]
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}
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},
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"revisionId": "START_REVISION",
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"uniqueFigureIds": true,
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"odooVersion": 12,
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"globalFilters": [],
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"pivots": {},
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"pivotNextId": 1,
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"lists": {},
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"listNextId": 1,
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"chartOdooMenusReferences": {}
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}

‎spreadsheet_oca/demo/spreadsheet_spreadsheet.xml‎

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/>
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</record>
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<record id="demo_kpi_dashboard" model="spreadsheet.spreadsheet">
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<field name="name">KPI Dashboard</field>
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<field name="owner_id" ref="base.user_admin" />
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<field
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name="spreadsheet_binary_data"
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type="base64"
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file="spreadsheet_oca/demo/demo_kpi_dashboard.json"
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/>
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</record>
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<record id="demo_pivot_dashboard" model="spreadsheet.spreadsheet">
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<field name="name">Partner Pivot Dashboard</field>
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<field name="owner_id" ref="base.user_admin" />
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file="spreadsheet_oca/demo/demo_pivot_dashboard.json"
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/>
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</record>
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<!-- ════════════════════════════════════════════════════════════════════
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KPI Alerts
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════════════════════════════════════════════════════════════════════ -->
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<record id="demo_alert_revenue" model="spreadsheet.alert">
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<field name="name">Revenue Below Target</field>
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<field name="spreadsheet_id" ref="demo_spreadsheet" />
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<field name="cell_ref">E8</field>
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<field name="sheet_name">Sales Pipeline</field>
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<field name="operator" eval="'&lt;'" />
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<field name="threshold">2000000</field>
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<field name="trigger_mode">edge</field>
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</record>
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<record id="demo_alert_cost_lead" model="spreadsheet.alert">
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<field name="name">Cost Per Lead Warning</field>
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<field name="spreadsheet_id" ref="demo_kpi_dashboard" />
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<field name="cell_ref">C2</field>
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<field name="operator" eval="'&gt;'" />
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<field name="threshold">45</field>
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<field name="trigger_mode">level</field>
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</record>
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</odoo>

‎spreadsheet_oca/models/__init__.py‎

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from . import spreadsheet_oca_revision
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from . import ir_websocket
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from . import spreadsheet_spreadsheet_import_mode
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from . import spreadsheet_alert

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