Boardkit for Odoo

Configurable analytic dashboards on top of any Odoo model — without writing code.

Boardkit is an open source framework for building live boards with tiles, KPIs, gauges, charts, maps and lists. Managers design the grid in the backend; every user sees data filtered by their own access rights. Ready-made templates cover Sales, CRM, Inventory, Accounting, HR, Helpdesk and more.

Screenshots

Why Boardkit

	Proprietary dashboard apps	Boardkit
License	Closed / paid	AGPL-3
Data access	Often elevated / shared	Current user's ACLs & record rules
Stack	Extra JS frameworks	OWL + Chart.js already in Odoo
Extension	Vendor roadmaps	Templates & bridges as separate addons
Wall screens	Rare	Auto-refresh, fullscreen, server-side cache

Highlights

• Item types: tile, KPI, gauge, bar / line / area / pie / doughnut / funnel / bullet / radar / scatter, choropleth or point map, and paginated lists
• Filters: date presets and custom ranges, predefined domains, ad-hoc field filters, shareable links, personal filter memory
• Drill down: multi-level re-aggregation inside a card before opening records
• Layout: drag-and-resize grid, personal layouts, publish workflow, optional menu / app entry, favorites, JSON export/import, CSV/XLSX per item
• Templates: start from curated industry boards; each template can carry allowed groups so app users open boards without the Dashboard User right
• Security first: item queries always run as the signed-in user
• Optional AI (boardkit_dashboard_ai_agno): narrative summaries, tile explanations and NL board generation via OCA ai.bridge + Escodoo Agno

Requirements

• Odoo 18.0
• Core module depends on web and web_tour
• Template addons depend on their respective business apps (and OCA modules where noted, e.g. Helpdesk / Field Service)
• AI addon additionally needs ai_oca_bridge, ai_agno_connector and the Agno service (/bridge/boardkit/*)

Installation

Add this repository to your addons path (or pull it with git-aggregator / Doodba), update the apps list, then install:

1. boardkit_dashboard — the framework
2. Optional template modules (boardkit_dashboard_sale, boardkit_dashboard_crm, …) for the boards you need

On a Doodba project, declare the modules in addons.yaml and rebuild / update as usual.

Getting started

1. Install boardkit_dashboard (and any template addon).
2. As a Dashboard Manager, open All Dashboards → Boards and create a board From template, or build one from scratch.
3. Review items, filters and allowed groups; Publish when ready.
4. Optionally set Parent Menu, Show as App, or Auto Refresh for kiosk / TV use (fullscreen from the board toolbar).

Full usage notes live in boardkit_dashboard/readme/USAGE.md.

Documentation

Topic	Where
Framework description	boardkit_dashboard/README.rst
Configuration	boardkit_dashboard/readme/CONFIGURE.md
Roadmap	boardkit_dashboard/readme/ROADMAP.md
Per-app templates	Each boardkit_dashboard_*/README.rst

Contributing

Issues and pull requests are welcome on Escodoo/odoo-boardkit.

• Target the 18.0 branch.

• Follow Odoo R&D commit style ([ADD], [FIX], [IMP], …) and keep one addon per commit when feasible.

• Run pre-commit run --all-files before pushing.

• Keep source strings in English; translations go through i18n/.

• After adding or removing installable addons, regenerate the table below with:

  oca-gen-addons-table

Credits

Maintained by Escodoo. Primary maintainer: @marcelsavegnago.

Available addons

addon	version	maintainers	summary
boardkit_dashboard	18.0.1.0.0		Configurable analytic dashboards with tiles, KPIs, charts and lists
boardkit_dashboard_account	18.0.1.0.0		Invoicing dashboard template for Boardkit
boardkit_dashboard_agreement	18.0.1.0.0		Agreements overview dashboard template for Boardkit
boardkit_dashboard_contract	18.0.1.0.0		Recurring contracts overview dashboard template for Boardkit
boardkit_dashboard_crm	18.0.1.0.0		CRM pipeline dashboard template for Boardkit
boardkit_dashboard_event	18.0.1.0.0		Events overview dashboard template for Boardkit
boardkit_dashboard_fieldservice	18.0.1.0.0		Field Service overview dashboard template for Boardkit
boardkit_dashboard_fleet	18.0.1.0.0		Fleet overview dashboard template for Boardkit
boardkit_dashboard_helpdesk_mgmt	18.0.1.0.0		Helpdesk overview dashboard template for Boardkit
boardkit_dashboard_hr	18.0.1.0.0		Employees overview dashboard template for Boardkit
boardkit_dashboard_hr_attendance	18.0.1.0.0		Attendance overview dashboard template for Boardkit
boardkit_dashboard_hr_contract	18.0.1.0.0		Employee contracts overview dashboard template for Boardkit
boardkit_dashboard_hr_expense	18.0.1.0.0		Expenses overview dashboard template for Boardkit
boardkit_dashboard_hr_holidays	18.0.1.0.0		Time Off overview dashboard template for Boardkit
boardkit_dashboard_hr_recruitment	18.0.1.0.0		Recruitment overview dashboard template for Boardkit
boardkit_dashboard_hr_timesheet	18.0.1.0.0		Timesheet overview dashboard template for Boardkit
boardkit_dashboard_l10n_br_fiscal	18.0.1.0.0		Brazilian fiscal documents overview dashboard template for Boardkit
boardkit_dashboard_mail	18.0.1.0.0		Personal My Day dashboard template for Boardkit
boardkit_dashboard_maintenance	18.0.1.0.0		Maintenance overview dashboard template for Boardkit
boardkit_dashboard_mass_mailing	18.0.1.0.0		Email marketing overview dashboard template for Boardkit
boardkit_dashboard_mrp	18.0.1.0.0		Manufacturing overview dashboard template for Boardkit
boardkit_dashboard_payroll	18.0.1.0.0		Payroll overview dashboard template for Boardkit
boardkit_dashboard_project	18.0.1.0.0		Project tasks overview dashboard template for Boardkit
boardkit_dashboard_purchase	18.0.1.0.0		Purchase overview dashboard template for Boardkit
boardkit_dashboard_purchase_request	18.0.1.0.0		Purchase request overview dashboard template for Boardkit
boardkit_dashboard_repair	18.0.1.0.0		Repair overview dashboard template for Boardkit
boardkit_dashboard_rma	18.0.1.0.0		RMA overview dashboard template for Boardkit
boardkit_dashboard_sale	18.0.1.0.0		Sales overview dashboard template for Boardkit
boardkit_dashboard_stock	18.0.1.0.0		Inventory overview dashboard template for Boardkit
boardkit_dashboard_stock_request	18.0.1.0.0		Stock request overview dashboard template for Boardkit
boardkit_dashboard_survey	18.0.1.0.0		Surveys overview dashboard template for Boardkit

Licenses

This repository is licensed under AGPL-3.0.

However, each module can have a totally different license, as long as they adhere to Escodoo policy. Consult each module's __manifest__.py file, which contains a license key that explains its license.

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Escodoo builds and maintains open source addons for the Odoo community — including this Boardkit framework — and helps organizations design, implement and run Odoo in production.