[18.0][IMP] spreadsheet_oca: server-side pivot refresh, alerts, scenarios, writeback, subscriptions

[dnplkndll]

Summary

Adds server-side operational features to the OCA spreadsheet module:

• Scheduled Refresh — cron-based pivot data refresh with Chatter summaries and email notifications; input parameter substitution in pivot domains
• KPI Alerts — cell-value threshold monitors with edge/level trigger modes and partner notifications
• What-If Scenarios — named cell-override sets with base-case comparison, apply-to-copy, and comparison export
• Email Subscriptions — daily/weekly/monthly digest emails with optional inline pivot data tables
• Input Parameters — named cell registry for %(token)s domain substitution during refresh/alert cycles
• Cell Writeback — edit Odoo record fields directly from list-view cells, with full audit trail and rollback
• XLSX Export — server-rendered .xlsx download with dedicated pivot sheets and styled headers
• QWeb Email Templates — all notification emails use editable QWeb templates (customisable via Settings > Technical > Views or xpath inheritance)

Also includes:

• Demo data with pivot dashboard, KPI alerts, and a guided feature tour
• Record rules tying child model visibility to parent spreadsheet access (owner, contributor, reader)
• 148 unit tests across 8 test files
• Full USAGE.md and DEVELOP.md documentation

Technical details

• All _() calls use Odoo 18 named-keyword style
• Python 3.9+ compatible (no union type syntax)
• markupsafe.Markup used for safe HTML injection into QWeb templates
• Security: proper check_access_rights/check_access_rule in controllers, sudo() only where justified

Test plan

• Install module on clean Odoo 18 CE database
• Verify demo pivot dashboard loads without #ERROR
• Create a KPI alert, trigger it, verify Chatter notification with links
• Create a subscription, send digest, verify email contains pivot tables and "Open Spreadsheet" link
• Create a refresh schedule, activate cron, verify data refresh posts to Chatter
• Create a scenario, apply to copy, verify cell overrides applied
• Enable writeback, edit a cell value, verify audit log and rollback
• Export XLSX, verify pivot sheets have fresh data
• Run python -m pytest — all 148 tests pass
• Run OCA CI (ruff, prettier, pylint_odoo)

🤖 Generated with Claude Code

Co-Authored-By: Claude Opus 4.6 noreply@anthropic.com

[pedrobaeza]

Don, thanks for the improvements, but having all the changes in only big PR is unmanageable, for not saying all the AI related thing, that is still under discussion in OCA workgroup (attribution, copyright, etc). Please split at least each improvement in one PR.

[dnplkndll]

workgroup

thanks (AI) yeah I brought it up in a few groups but did not see any specific guidance.

I had these all nicely split up in 5 feature commits and then got lost on the fixes squashing them to the right ones. will give it a go though!

Are you suggesting 5 PRs and then linking the test decencies to those related? the server side export might be the only one needed on the subscriptions.

[pedrobaeza]

Yes, splitting by feature, each PR can follow a specific path, being merged if clear, and discussed if not, but not having to approve or refuse everything in batch.

[dnplkndll]

oh just a note too. while I intend to use and verify everything on my internal instances. I have not yet done that. likely will come up with fixes/improvements in the process. Will work on splitting up the features into new PRs next. My goal is a reporting platform that supports investigation and addition of adhoc values in the planning process.

[dnplkndll]

@pedrobaeza Thanks for the guidance. I've started splitting — first feature PR is up at #99 (pivot engine + scheduled refresh).

The structure is:

• Commit 1 (shared infra): cell_ref.py, pivot_data.py, _compute_related_count() helper — this is the reusable base for all features.
• Commit 2 (feature): spreadsheet.refresh.schedule model + views + tests.

Each subsequent feature PR will rebase on commit 1 and add its own feature commit. This makes them independently reviewable and mergeable.

I'll close this PR once all the split PRs are up. Let me know if the structure of #99 looks right before I continue with the rest.