Adrià Gil Sorribes
6 years ago
committed by
David James
11 changed files with 679 additions and 37 deletions
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80bi_sql_editor/README.rst
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2bi_sql_editor/__manifest__.py
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2bi_sql_editor/demo/res_groups_demo.xml
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2bi_sql_editor/models/bi_sql_view.py
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1bi_sql_editor/models/bi_sql_view_field.py
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38bi_sql_editor/readme/CONFIGURE.rst
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12bi_sql_editor/readme/CONTRIBUTORS.rst
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40bi_sql_editor/readme/DESCRIPTION.rst
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13bi_sql_editor/readme/USAGE.rst
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514bi_sql_editor/static/description/index.html
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12bi_sql_editor/views/menu.xml
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To configure this module, you need to: |
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|
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* Go to Settings / Technical / Database Structure / SQL Views |
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|
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* tip your SQL request |
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|
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.. figure:: /bi_sql_editor/static/description/01_sql_request.png |
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:width: 800 px |
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|
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* Select the group(s) that could have access to the view |
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|
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.. figure:: /bi_sql_editor/static/description/02_security_access.png |
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:width: 800 px |
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|
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* Click on the button 'Clean and Check Request' |
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|
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* Once the sql request checked, the module analyses the column of the view, |
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and propose field mapping. For each field, you can decide to create an index |
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and set if it will be displayed on the pivot graph as a column, a row or a |
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measure. |
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|
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.. figure:: /bi_sql_editor/static/description/03_field_mapping.png |
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:width: 800 px |
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|
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* Click on the button 'Create SQL View, Indexes and Models'. (this step could |
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take a while, if view is materialized) |
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|
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* If it's a MATERIALIZED view: |
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|
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* a cron task is created to refresh |
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the view. You can so define the frequency of the refresh. |
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* the size of view (and the indexes is displayed) |
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|
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.. figure:: /bi_sql_editor/static/description/04_materialized_view_setting.png |
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:width: 800 px |
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|
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* Finally, click on 'Create UI', to create new menu, action, graph view and |
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search view. |
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* Sylvain LE GAL (https://twitter.com/legalsylvain) |
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|
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* This module is highly inspired by the work of |
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* Onestein: (http://www.onestein.nl/) |
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Module: OCA/server-tools/bi_view_editor. |
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Link: https://github.com/OCA/reporting-engine/tree/9.0/bi_view_editor |
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* Anybox: (https://anybox.fr/) |
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Module : OCA/server-tools/materialized_sql_view |
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link: https://github.com/OCA/server-tools/pull/110 |
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* GRAP, Groupement Régional Alimentaire de Proximité: (http://www.grap.coop/) |
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Module: grap/odoo-addons-misc/pos_sale_reporting |
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link: https://github.com/grap/odoo-addons-misc/tree/7.0/pos_sale_reporting |
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This module extends the functionality of reporting, to support creation |
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of extra custom reports. |
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It allows user to write a custom SQL request. (Generally, admin users) |
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|
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Once written, a new model is generated, and user can map the selected field |
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with odoo fields. |
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Then user ends the process, creating new menu, action and graph view. |
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|
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Technically, the module create SQL View (or materialized view, if option is |
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checked). Materialized view duplicates datas, but request are fastest. If |
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materialized view is enabled, this module will create a cron task to refresh |
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the data). |
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|
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By default, users member of 'SQL Request / User' can see all the views. |
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You can specify extra groups that have the right to access to a specific view. |
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|
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Warning |
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------- |
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This module is intended for technician people in a company and for Odoo integrators. |
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|
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It requires the user to know SQL syntax and Odoo models. |
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|
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If you don't have such skills, do not try to use this module specially on a production |
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environment. |
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|
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Use Cases |
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--------- |
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|
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this module is interesting for the following use cases |
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|
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* You want to realize technical SQL requests, that Odoo framework doesn't allow |
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(For exemple, UNION with many SELECT) A typical use case is if you want to have |
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Sale Orders and PoS Orders datas in a same table |
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|
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* You want to customize an Odoo report, removing some useless fields and adding |
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some custom ones. In that case, you can simply select the fields of the original |
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report (sale.report model for exemple), and add your custom fields |
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|
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* You have a lot of data, and classical SQL Views have very bad performance. |
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In that case, MATERIALIZED VIEW will be a good solution to reduce display duration |
@ -0,0 +1,13 @@ |
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To use this module, you need to: |
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|
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#. Go to 'Reporting' / 'Custom Reports' |
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#. Select the desired report |
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|
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.. figure:: /bi_sql_editor/static/description/05_reporting_pivot.png |
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:width: 800 px |
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* You can switch to 'Pie' chart or 'Line Chart' as any report, |
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.. figure:: /bi_sql_editor/static/description/05_reporting_pie.png |
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:width: 800 px |
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</head> |
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<body> |
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<div class="document" id="bi-sql-editor"> |
|||
<h1 class="title">BI SQL Editor</h1> |
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|
|||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
|||
!! This file is generated by oca-gen-addon-readme !! |
|||
!! changes will be overwritten. !! |
|||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
|||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/12.0/bi_sql_editor"><img alt="OCA/reporting-engine" src="https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/reporting-engine-12-0/reporting-engine-12-0-bi_sql_editor"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/143/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
|||
<p>This module extends the functionality of reporting, to support creation |
|||
of extra custom reports. |
|||
It allows user to write a custom SQL request. (Generally, admin users)</p> |
|||
<p>Once written, a new model is generated, and user can map the selected field |
|||
with odoo fields. |
|||
Then user ends the process, creating new menu, action and graph view.</p> |
|||
<p>Technically, the module create SQL View (or materialized view, if option is |
|||
checked). Materialized view duplicates datas, but request are fastest. If |
|||
materialized view is enabled, this module will create a cron task to refresh |
|||
the data).</p> |
|||
<p>By default, users member of ‘SQL Request / User’ can see all the views. |
|||
You can specify extra groups that have the right to access to a specific view.</p> |
|||
<div class="section" id="warning"> |
|||
<h1>Warning</h1> |
|||
<p>This module is intended for technician people in a company and for Odoo integrators.</p> |
|||
<p>It requires the user to know SQL syntax and Odoo models.</p> |
|||
<p>If you don’t have such skills, do not try to use this module specially on a production |
|||
environment.</p> |
|||
</div> |
|||
<div class="section" id="use-cases"> |
|||
<h1>Use Cases</h1> |
|||
<p>this module is interesting for the following use cases</p> |
|||
<ul class="simple"> |
|||
<li>You want to realize technical SQL requests, that Odoo framework doesn’t allow |
|||
(For exemple, UNION with many SELECT) A typical use case is if you want to have |
|||
Sale Orders and PoS Orders datas in a same table</li> |
|||
<li>You want to customize an Odoo report, removing some useless fields and adding |
|||
some custom ones. In that case, you can simply select the fields of the original |
|||
report (sale.report model for exemple), and add your custom fields</li> |
|||
<li>You have a lot of data, and classical SQL Views have very bad performance. |
|||
In that case, MATERIALIZED VIEW will be a good solution to reduce display duration</li> |
|||
</ul> |
|||
<p><strong>Table of contents</strong></p> |
|||
<div class="contents local topic" id="contents"> |
|||
<ul class="simple"> |
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> |
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> |
|||
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li> |
|||
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> |
|||
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> |
|||
</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="configuration"> |
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<h2><a class="toc-backref" href="#id1">Configuration</a></h2> |
|||
<p>To configure this module, you need to:</p> |
|||
<ul> |
|||
<li><p class="first">Go to Settings / Technical / Database Structure / SQL Views</p> |
|||
</li> |
|||
<li><p class="first">tip your SQL request</p> |
|||
<div class="figure"> |
|||
<img alt="/bi_sql_editor/static/description/01_sql_request.png" src="/bi_sql_editor/static/description/01_sql_request.png" style="width: 800px;" /> |
|||
</div> |
|||
</li> |
|||
<li><p class="first">Select the group(s) that could have access to the view</p> |
|||
<div class="figure"> |
|||
<img alt="/bi_sql_editor/static/description/02_security_access.png" src="/bi_sql_editor/static/description/02_security_access.png" style="width: 800px;" /> |
|||
</div> |
|||
</li> |
|||
<li><p class="first">Click on the button ‘Clean and Check Request’</p> |
|||
</li> |
|||
<li><p class="first">Once the sql request checked, the module analyses the column of the view, |
|||
and propose field mapping. For each field, you can decide to create an index |
|||
and set if it will be displayed on the pivot graph as a column, a row or a |
|||
measure.</p> |
|||
<div class="figure"> |
|||
<img alt="/bi_sql_editor/static/description/03_field_mapping.png" src="/bi_sql_editor/static/description/03_field_mapping.png" style="width: 800px;" /> |
|||
</div> |
|||
</li> |
|||
<li><p class="first">Click on the button ‘Create SQL View, Indexes and Models’. (this step could |
|||
take a while, if view is materialized)</p> |
|||
</li> |
|||
<li><p class="first">If it’s a MATERIALIZED view:</p> |
|||
<blockquote> |
|||
<ul class="simple"> |
|||
<li>a cron task is created to refresh |
|||
the view. You can so define the frequency of the refresh.</li> |
|||
<li>the size of view (and the indexes is displayed)</li> |
|||
</ul> |
|||
</blockquote> |
|||
<div class="figure"> |
|||
<img alt="/bi_sql_editor/static/description/04_materialized_view_setting.png" src="/bi_sql_editor/static/description/04_materialized_view_setting.png" style="width: 800px;" /> |
|||
</div> |
|||
</li> |
|||
<li><p class="first">Finally, click on ‘Create UI’, to create new menu, action, graph view and |
|||
search view.</p> |
|||
</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="usage"> |
|||
<h2><a class="toc-backref" href="#id2">Usage</a></h2> |
|||
<p>To use this module, you need to:</p> |
|||
<ol class="arabic simple"> |
|||
<li>Go to ‘Reporting’ / ‘Custom Reports’</li> |
|||
<li>Select the desired report</li> |
|||
</ol> |
|||
<blockquote> |
|||
<div class="figure"> |
|||
<img alt="/bi_sql_editor/static/description/05_reporting_pivot.png" src="/bi_sql_editor/static/description/05_reporting_pivot.png" style="width: 800px;" /> |
|||
</div> |
|||
</blockquote> |
|||
<ul> |
|||
<li><p class="first">You can switch to ‘Pie’ chart or ‘Line Chart’ as any report,</p> |
|||
<div class="figure"> |
|||
<img alt="/bi_sql_editor/static/description/05_reporting_pie.png" src="/bi_sql_editor/static/description/05_reporting_pie.png" style="width: 800px;" /> |
|||
</div> |
|||
</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="bug-tracker"> |
|||
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> |
|||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/reporting-engine/issues">GitHub Issues</a>. |
|||
In case of trouble, please check there if your issue has already been reported. |
|||
If you spotted it first, help us smashing it by providing a detailed and welcomed |
|||
<a class="reference external" href="https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_sql_editor%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> |
|||
<p>Do not contact contributors directly about support or help with technical issues.</p> |
|||
</div> |
|||
<div class="section" id="credits"> |
|||
<h2><a class="toc-backref" href="#id4">Credits</a></h2> |
|||
<div class="section" id="authors"> |
|||
<h3><a class="toc-backref" href="#id5">Authors</a></h3> |
|||
<ul class="simple"> |
|||
<li>GRAP</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="contributors"> |
|||
<h3><a class="toc-backref" href="#id6">Contributors</a></h3> |
|||
<ul> |
|||
<li><p class="first">Sylvain LE GAL (<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>)</p> |
|||
</li> |
|||
<li><dl class="first docutils"> |
|||
<dt>This module is highly inspired by the work of</dt> |
|||
<dd><ul class="first last simple"> |
|||
<li>Onestein: (<a class="reference external" href="http://www.onestein.nl/">http://www.onestein.nl/</a>) |
|||
Module: OCA/server-tools/bi_view_editor. |
|||
Link: <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/9.0/bi_view_editor">https://github.com/OCA/reporting-engine/tree/9.0/bi_view_editor</a></li> |
|||
<li>Anybox: (<a class="reference external" href="https://anybox.fr/">https://anybox.fr/</a>) |
|||
Module : OCA/server-tools/materialized_sql_view |
|||
link: <a class="reference external" href="https://github.com/OCA/server-tools/pull/110">https://github.com/OCA/server-tools/pull/110</a></li> |
|||
<li>GRAP, Groupement Régional Alimentaire de Proximité: (<a class="reference external" href="http://www.grap.coop/">http://www.grap.coop/</a>) |
|||
Module: grap/odoo-addons-misc/pos_sale_reporting |
|||
link: <a class="reference external" href="https://github.com/grap/odoo-addons-misc/tree/7.0/pos_sale_reporting">https://github.com/grap/odoo-addons-misc/tree/7.0/pos_sale_reporting</a></li> |
|||
</ul> |
|||
</dd> |
|||
</dl> |
|||
</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="maintainers"> |
|||
<h3><a class="toc-backref" href="#id7">Maintainers</a></h3> |
|||
<p>This module is maintained by the OCA.</p> |
|||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
|||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose |
|||
mission is to support the collaborative development of Odoo features and |
|||
promote its widespread use.</p> |
|||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/12.0/bi_sql_editor">OCA/reporting-engine</a> project on GitHub.</p> |
|||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</body> |
|||
</html> |
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