OCA reporting engine fork for dev and update.
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3.8 KiB

=========================
Key Performance Indicator
=========================

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This module provides the basis for creating key performance indicators,
including static and dynamic thresholds (SQL query or Python code),
on local and remote data sources.

The module also provides the mecanism to update KPIs automatically.
A scheduler is executed every hour and updates the KPI values, based
on the periodicity of each KPI. KPI computation can also be done
manually.

A threshold is a list of ranges and a range is:

* a name (like Good, Warning, Bad)
* a minimum value (fixed, sql query or python code)
* a maximum value (fixed, sql query or python code)
* color (RGB code like #00FF00 for green, #FFA500 for orange, #FF0000 for red)


**Table of contents**

.. contents::
:local:

Configuration
=============

Users must be added to the appropriate groups within Odoo as follows:
* Creators: Settings > Users > Groups > Management System / User
* Responsible Persons: Settings > Users > Groups > Management System / Approving User

Usage
=====

Example of usage:
https://www.youtube.com/watch?v=OC4-y2klzIk


Known issues / Roadmap
======================

* Use web_widget_color to display color associated to threshold range

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/issues>`_.
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
`feedback <https://github.com/OCA/server-tools/issues/new?body=module:%20kpi%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Contributors
~~~~~~~~~~~~

* Daniel Reis <dreis.pt@hotmail.com>
* Glen Dromgoole <gdromgoole@tier1engineering.com>
* Loic Lacroix <loic.lacroix@savoirfairelinux.com>
* Sandy Carter <sandy.carter@savoirfairelinux.com>
* Gervais Naoussi <gervaisnaoussi@gmail.com>
* Iván Todorovich <ivan.todorovich@gmail.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/11.0/kpi>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.