Odoo Saas Toolkit

$ 85.80

v 15.0 0

Technical name	ks_odoo_saas_tool
License	OPL-1
Website	https://www.ksolves.com/

Description
License

Ksolves All Apps

Community Enterprise

Odoo SAAS ToolKit

Sell your Odoo as a SAAS service to your clients with the help of Odoo SAAS ToolKit. It provides several customization options to the consumers. They can access several fundamental modules as a time-based service without buying them with a proprietary license.

Key Features

A unique Odoo SaaS instance is created separately for each customer.
Can provide user-specific domain to instance
The user can create instances for his customers by pressing the create new instance option.
The module allows users to provide Odoo as SaaS to the customers in the form of instances

It provides a basic structure for the subscription-based service model to the users
The users can create instances as per their subscription plans.
Customers must purchase the subscription plan.
Provides the ability to add/remove more addons or libraries for its plans and subscriptions.

DEMO AVAILABLE

FREE 90 DAYS SUPPORT

User Guide
RELEASES
FAQ's

Technical Installation
Settings and Odoo SAAS ToolKit access rights.
Download Odoo version's whose server you want to start.
Creating Subscription Product and Uploading Product addons
Create a sale order then Confirm quotation, a corresponding subscription will be created to it.
Create a Server Instance For corresponding Subscription.
Perform Server related operation in just one click.

Docker :-

You have to set up a docker on the server. Refer to the following document for the same: https://www.digitalocean.com/community/tutorials/how-to-install-and-use-docker-on-ubuntu-20-04
You have to provide permission or add the docker in a group. Thus, to use docker, there is no need to add sudo. You can refer to the following document for the same: https://docs.docker.com/engine/install/linux-postinstall/

Postgresql :-

Next, you have to change the configuration of the postgresql to accept the request from every ip address which may be local or any public or private ip.

The following files are required to change for postgres.

i.) Open postgresql.conf file and then uncomment the listen_address and assign * to it: listen_addresses = '*'
ii.) Open the /var/lib/pgsql/data/pg_hba.conf file and add the following line to allow request from other ips
host all all 0.0.0.0/0 md5

Restart the PostgreSQL server to apply the changes: service postgresql restart You can refer to the following documentation for postgres setup https://blog.logrocket.com/setting-up-a-remote-postgres-database-server-on-ubuntu-18-04/

Nginx :-

Install the nginx. To install the Nginx, you can simply refer to the following documentation: https://www.digitalocean.com/community/tutorials/how-to-install-and-use-docker-on-ubuntu-20-04

Note:- If firewall is enabled, please add the postgresql rule to listen on the port. Otherwise docker will not be able to connect with the postgresql.

For reference, you can refer to the following document which will guide you in adding the postgresql port.

https://blog.logrocket.com/setting-up-a-remote-postgres-database-server-on-ubuntu-18-04/

Before using the Odoo SAAS ToolKit module you need to give Odoo SAAS ToolKit access rights, Go to Settings > Users and Companies.

Once you click on Users and Companies tab, you need to select users.

After selecting users you need to select "Odoo SAAS ToolKit" access rights option.

Click on the Create button to create record for corresponding odoo version.

Download and Remove odoo version required to create server instances.

Click on the Create button to Create a new Subscription Product.

Upload the product,Specify it's version number,Select the plan.

Create a Sale order for product either through Sales module or either via purchase through website.

Confirm the Quotation and it's corresponding subscription will created in subscription module

Created Subscription corressponding to Sales Order.

You can overview the details of Subscription product and also add any other product on user demand and can also create server through Create Instance button

Click to New Instance to Fill required credentials.

Fill required credentials and start server.

you can pause,resume,kill,restart,sync state of server manually.

Access your instance with provided Domain name.

Install your Subscribed product and use it.

Can easily debug server using logs provided by Odoo SAAS ToolKit

Can see statistics of CPU,Network and Memory Usage

Can request to upload his own any product to server.

Creating a Dashboard Item as a Polar Area Chart:

If you select the Dashboard Item Type as a Polar Area Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display Polar Area Chart to particular company
	Type	Select the type as Polar Area Chart
	Preview	Live Preview of the Polar Area Chart
Data	Measures	Allows you to select the fields for which you want to perform the calculations as per the selected Model	Only visible when Data type is Sum or Average
	Data Type	Allows you to display your data as Sum, Count or Average
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sub Group By	Allows you to further group your Group By field data.	Only visible when date/datetime field is chosen in Sub Group By
	Sub Group By Date	Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year.	It will only visible when Sub Group By is chosen date time field
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon

Creating a Dashboard Item as a List View:

If you select the Dashboard Item Type as a List View and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display List View to particular company
	Type	Select the type as List View
	Preview	Live Preview of the List View
Data	List View Type	Allows you to Grouped or Un-Grouped your data with respect to chosen Model
	Fields to show in List	Allows you to select the fileds for which you want to perform the calculations as per the selected Model
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter

Creating a Dashboard Item as a KPI:

You can create some amazing KPI with below comparsion options:

KPI with Target

KPI with Previous Period

KPI with Target and Previous Period

You also get a option of additional query using which you can perform different operation using "Data Calculation" field on two result sets along with Target comparison:

None/Comparison

Sum

Ratio

Percentage

Under Target Tab, you will get option to see target value as Number or Progressbar like described in below screenshot:

Creating a Dashboard Item as a To Do Item:

You can make a list of to do work as item:

Follow the following steps to create to do item in dashboard

Step1 --Go to dashboard and select the Add item option as To Do Item

Step2 --Add a name for item

Step3 -- Go to the Data tab and add a section for the to-do item and add a task for the same section and save.

Step4 --After Saving the item user can see the preview of your item.

Preview of the item

After completion the work user can mark the work as complete on dashboard.

Step5 --User can change the header and font color for the item as well

Additional Features:

1. Global Filter

You can add a condition to filter the data on dashboard

Global Filter provides two different types of filter to filter the data on fly.

Pre-defined Filters
Custom Filters

Pre-Defined Filters

With the help of a pre-defined filter, you can add a condition to the domain to filter the data on the dashboard. For example - If a user want data of only id < 10 then he/she can add a domain on filter to do so.

To Add a condition for pre-define filter follow the steps below.

1. Go to dashboard configuration and choose "Dashboards" menu.

2. Choose any of the dashboard to add filter condition and click on edit button.You will be directed on the dashboard form view

You will be able to see 2 different tabs
1. Pre-defined Filters
2. Custom filters

Choose Pre-defined Filters and click on Add a filter.

On selecting Add a Filter a Wizard will pop up

Save and click on My dashboard. User will now see a filter as odoo default

If you select the amount then the records on the dashboard filter on the basis of condition given at the time of creation of domain.
In our case amount < 1000 was given. You can see total amount of all the record is less than 1000 in dashboard item

Similarly, If you choose Id then the "OR" operation will be perform between both the condition.

NOTE-

For performing "AND" operation between the condition there is option in pre-define filter i.e Add a separator

click on the Add a Separator and add a name for the separator and save.

You can see a thin line on filter container which will work as a "AND"operator in filter condition

Custom Filters

Go to custom filter tab and select Add a line and fill the following fields.
1. Field Label - Add a label for field.
2. Model - Select a model on which you have to add domain.
3. Domain Field- Select a desire field on which you have to add condition.

You will see a container to add a custom condition as odoo default.

click on apply and see result. It will give you a records whose customer name contains 'deco' because we have choose domain field as Customer .

2. Save Edit Layout

User now can save layouts after edit

Follow the following steps.

Go to dashboard and click on edit layout button

Change the layout as according to your need

Change the dashboard name and click on Save as new layout

You can switch between layouts by selecting from drop down

3. Move and Duplicate a Dashboard Item:

You can Duplicate or Move any dashboard item from one dashboard to another or within same dashboard by two ways:
1. Copy icon on item visible on mouseover as described in below screenshot:

2. Action dropdown with option to Duplicate or Move in Add/Edit screen after item is saved. Clicking the same will reveal two drop-down options to either Duplicate the dashboard item or Move the dashboard item.

Selecting either of the options will open the Dashboard Item Action pop-up. Proceed by selecting the Action you want to execute i.e. Duplicate and Move, and the destination Dashboard.

The Duplicate Action will duplicate the dashboard item from one dashboard to another or same dashboard.

The Move Action will move the dashboard item from one dashboard to another dashboard or same dashboard.

4. Resize the Dashboard Item

You can resize the dashboard items by clicking on the Edit Layout button from the top right corner of the Dashboard screen by dragging the same horizontally or vertically from their corners as per your need.

Note: Tiles can only be resized horizontally.

5. List View for Charts/Tile Data:

1. Charts - Click on the info icon present on top right of charts to view the details/list view of charts data, you can even click on charts sections of filter out particular chart data.
2. Tiles - Click on the tile to see details/list view of the data.

6. Export & Import complete dashboard between different Databases (Admin Access Only)

Steps to Export Dashboard

1. Login with admin account
2. Go to menu : My Dashboard > Configuration > Dashboards
3. Select the dashboard record which you want to export
4. Select "Export Dashboard" option from 'Actions' dropdown
5. A JSON file will be downloaded with name 'dashboard_ninja.json'.

Steps to Import Dashboard

1. Login with admin account
2. Go to menu : My Dashboard > Configuration > Dashboards
3. Click on 'Import Dashboard' button
4. Select the JSON (dashboard_ninja.json) file exported previously
5. Dashboard will be imported successfully and you can see in list view of Dashboards

7. Use of %UID in domain filter to filter logged in User Data

If you want to see data of logged In user for particular item, follow below steps:

1. Go to edit screen for particular dashboard item
2. Click on 'Domain Filter'
3. In value field, use %UID
4. Click Save

8. Auto Refresh

Auto refresh feature allows your data to render automatically after configured period of time. You can set the Auto Refresh timer from the Configuration > Dashboards menu available as per your need: None, 15 sec, 30 sec, 45 sec, 1 min, 2 min, 5 min, 10 min.

9. Auto Update type

You can find this option in every item on Auto Update tab.

If you go to Auto Update Tab ->Update at every instance -> Show live Update Popup It will show pop up on dashboard showing item is updated.

Auto Update feature allows your data to Update automatically, immediately after the changes

10. Target Comparison

User can define the target values for the model which they wish to see the comparison.

NOTE: Target Comparison is possible for below listed Dashboard items

1. Line Chart
2. Bar Chart
3. Horizontal Bar Chart
4. Area Chart
5. KPI

If you click on Target tab, you will be able to see the Enable Target option on activating it, you will notice the new configurations menus to set the Targets for your data as per your need.

If you input the value for “Standard Target” option, then you will be able to view your Data target as per the input the value, as shown above screenshot.

If you wish to see the target with different data and date range, then you need to add them by clicking on “Add Line”. on clicking the Add Line, you will be asked to select the Date and the value for which you want to see the target.

You can add multiple lines to see the target values as per your need.

11. Quick Edit Mode

You can easily configure you dashboard on the fly from the Dashboard Screen itself for some important configurations, as shown below

12. Ability to Edit the Parent Menu of the Dashboard

This features provides you an ease to change parent menu of a particular Dashboard even after initial creation of the Dashboard.

13. Dynamic Date Filter Range

Total 15 Date Filter options are provided to filter out your data as per your need.

14. Remove the Dashboard Item

You can easily remove the dashboard item by clicking on the remove item button from the dashboard item itself.

15. Color Palette

This feature allows a user to change dashboard item’s color on the fly from the dashboard item itself.

Dashboard Ninja Configurations

You can configure your Dashboards from the My Dashboard > Configuration > Dashboards menu as shown below:

On clicking the Dashboards menu, click on list view you will be able to see below screen:

You can activate and deactivate a customized dashboard by checking and unchecking the box respectively

While creating a dashboard, you will have the option of selecting the dashboard layout from 3 Pre-defined layout templates and Preconfigured Sales Dashboard.

If you want your dashboard data to get auto refreshed after some interval, set value for 'Update Inverval' for particular dashboard.

Group Access option allows us to set groups permission who can access the selected dashboard.

On clicking the Dashboard Layouts menu, click on list view you will be able to see below screen:

You can see all the layouts you save for dashboard, as in our case My Dashboard 2

Dashboard Ninja Advance Features

1. TV Dashboard

The Dashboard Ninja Advance has come up with a TV Dashboard feature to display your curated dashboards on the TV screens. Go to ‘’My dashboard’’ section, and click on the ‘’Play’’ button at the top right corner of the page as displayed below:

With this feature, you can get the complete view of the listed items in the slide view format, with every slide showing the detail of every item.

Display Complex Analytics

2. Create/Edit query on your own

In the Dashboard Ninja Advance, you can create an item using SQL query thus allowing their users to create dashboard items with more complex data. For example, users can create dashboard items to show data from computation of different odoo model fields or to show data from multiple odoo models in one item. You can create the following 8 items by SQL query: Bar chart, Horizontal bar chart, Doughnut chart, Pie chart, Line chart, Area chart, Polar area chart and List view.

2.a. Chart Items using custom queries

Go to the ‘’My Dashboard’’ menu, click on ''Add'' button, select any type of charts from the item list and select the data calculation type as ‘’Query’’. In the Query section, add a custom query as per your requirement.

2.b. List view using custom queries

Go to the ‘’My Dashboard ’menu’, click on ''Add'' button, select the type ‘’List view’’ from the item list and select the data calculation type as ‘’Query’’. In the Query section, add a custom query as per your requirement.

Odoo.Sh Installation Steps

Steps

1. Please commit/push Dashboard Ninja code on GitHub which is associated with odoo.sh.

2. Login to the odoo.sh and click on that branch on which you have commit Dashboard Ninja.

3. Click on the connect button then go to the app search for the Dashboard Ninja app and click on the install button.

Our Releases

6th January, 2022

Latest Release 1.0.1

■ Fix - User Can not added more than one subscription product
Added add to card restriction for subscription product so user can not add more than one quantity

■ Fix - Cart icon quantity fix
Cart icon quantity will not update after adding same subscription product multiple times and show notification.

■ Fix - Numerical quantity input to readonly
made add to card qty button to readonly so user can not give any custom input.

Frequently Asked Question

Is this app compatible with Odoo Enterprise?

Yes, Odoo SAAS ToolKit works both on Community and Enterprise Edition of Odoo.

Will the user get a user-specific domain ?

Yes, the user will get a user-specific domain if he specifies, otherwise admin can specify accordingly.

Will users be able to request for changes in the product on the server?

Yes, users can request for a new product addition or removal as well from their active instance, also users can provide their own addon to upload on a server.

Can the admin see the logs of the server?

Yes, we have provided a console for each instance, where users can see its logs from the provided console and also can check from the instance logs file.

Can an admin see the Network, Memory and CPU statistics for the active instance?

Yes, we have provided a real time graph representation of the memory, network, and CPU statistics, also if the user needs to modify the changes of Memory limit and CPU time, the user can specify it easily.

Need some customization in this app, whom to contact?

Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.

FREE 90 DAYS SUPPORT

Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note:

Extensively Tested on Odoo Vanilla with Ubuntu OS

Ksolves Suggested Apps

Leaderboard

List View
Manager

Sticky
Pivot View

One Click
Sale/Purchase

Ksolves
Theme Base

POS Per Item
& Order Note

Odoo
Woocommerce

Product Variant

POS Low
Stock Alert

Office 365
Contacts

Office 365
Calendar

Odoo Chat
Edit/Delete

Universal
Tax

Toggle
Switch

Odoo Paytm
Gateway

Low Stock
Alert

Ksolves Odoo Services

Odoo Implementation

Odoo Community Apps

Odoo Support & Maintenance

Odoo Customization

Odoo Integration Services

Odoo Developer Outsourcing

sales@ksolves.com

+91 120-4299799‬

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.