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539 lines
18 KiB
HTML
539 lines
18 KiB
HTML
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</head>
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<body>
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<div class="document" id="bi-sql-editor">
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<h1 class="title">BI SQL Editor</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:bbd6daa32c5090879ca753b8fe83d76e23c90078f33215c125f08bc0af548cd0
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/reporting-engine/tree/17.0/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 image-reference" href="https://translation.odoo-community.org/projects/reporting-engine-17-0/reporting-engine-17-0-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 image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module extends the functionality of reporting, to support creation
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of extra custom reports. It allows user to write a custom SQL request.
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(Generally, admin users)</p>
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<p>Once written, a new model is generated, and user can map the selected
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field with odoo fields. Then user ends the process, creating new menu,
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action and graph view.</p>
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<p>Technically, the module create SQL View (or materialized view, if option
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is checked). Materialized view duplicates datas, but request are
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fastest. If materialized view is enabled, this module will create a cron
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task to refresh the data).</p>
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<p>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
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view.</p>
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<div class="section" id="warning">
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<h1>Warning</h1>
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<p>This module is intended for technician people in a company and for Odoo
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integrators.</p>
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<p>It requires the user to know SQL syntax and Odoo models.</p>
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<p>If you don’t have such skills, do not try to use this module specially
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on a production environment.</p>
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</div>
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<div class="section" id="use-cases">
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<h1>Use Cases</h1>
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<p>this module is interesting for the following use cases</p>
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<ul class="simple">
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<li>You want to realize technical SQL requests, that Odoo framework
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doesn’t allow (For exemple, UNION with many SELECT) A typical use
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case is if you want to have Sale Orders and PoS Orders datas in a
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same table</li>
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<li>You want to customize an Odoo report, removing some useless fields
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and adding some custom ones. In that case, you can simply select the
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fields of the original report (sale.report model for exemple), and
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add your custom fields</li>
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<li>You have a lot of data, and classical SQL Views have very bad
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performance. In that case, MATERIALIZED VIEW will be a good solution
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to reduce display duration</li>
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</ul>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a></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="#toc-entry-1">Configuration</a></h2>
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<ul>
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<li><p class="first">Go to Dashboard / Configuration / SQL Views</p>
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</li>
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<li><p class="first">tip your SQL request</p>
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<p><img alt="image1" src="https://raw.githubusercontent.com/OCA/reporting-engine/17.0/bi_sql_editor/static/description/01_sql_request.png" /></p>
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</li>
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<li><p class="first">Select the group(s) that could have access to the view</p>
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<p><img alt="image2" src="https://raw.githubusercontent.com/OCA/reporting-engine/17.0/bi_sql_editor/static/description/02_security_access.png" /></p>
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</li>
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</ul>
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<p>Optionnaly, you can add a domain.</p>
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<p>A tipical domain in a multi company context is to write
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<tt class="docutils literal"><span class="pre">['|',</span> ('company_id', <span class="pre">'=',</span> False), ('company_id', 'in', company_ids)]</tt>
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to make reporting depending on the current companies of the user.</p>
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<ul>
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<li><p class="first">Click on the button ‘Validate SQL Expression’</p>
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</li>
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<li><p class="first">Once the sql request checked, the module analyses the column of the
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view, and propose field mapping. For each field, you can decide to
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create an index and set if it will be displayed on the pivot graph as
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a column, a row or a measure.</p>
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<p><img alt="image3" src="https://raw.githubusercontent.com/OCA/reporting-engine/17.0/bi_sql_editor/static/description/03_field_mapping.png" /></p>
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</li>
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<li><p class="first">Click on the button ‘Create SQL elements’. (this step could take a
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while, if view is materialized)</p>
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</li>
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<li><p class="first">If it’s a MATERIALIZED view:</p>
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<blockquote>
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<ul class="simple">
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<li>a cron task is created to refresh the view. You can so define
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the frequency of the refresh.</li>
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<li>the size of view (and the indexes is displayed)</li>
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</ul>
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</blockquote>
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<p><img alt="image4" src="https://raw.githubusercontent.com/OCA/reporting-engine/17.0/bi_sql_editor/static/description/04_materialized_view_setting.png" /></p>
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</li>
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<li><p class="first">Before applying the final step, you will need to add a specific
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Parent Menu to use when creating the UI Menu for the report. By
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default, it will be set with the <tt class="docutils literal">SQL Views</tt> menu, which can be
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changed before creating the UI elements in order to have the report
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accessible from a different place within Odoo.</p>
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</li>
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<li><p class="first">Finally, click on ‘Create UI’, to create new menu, action, graph view
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and search view.</p>
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</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h2><a class="toc-backref" href="#toc-entry-2">Usage</a></h2>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to ‘Dashboards > SQL Reports’</li>
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<li>Select the desired report</li>
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</ol>
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<!-- -->
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<blockquote>
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||
<img alt="usage-image1" src="https://raw.githubusercontent.com/OCA/reporting-engine/17.0/bi_sql_editor/static/description/05_reporting_pivot.png" /></blockquote>
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<ul class="simple">
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<li>You can switch to ‘Graph’ or ‘tree’ views as any report.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
|
||
<h2><a class="toc-backref" href="#toc-entry-3">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 to smash 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:%2017.0%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="#toc-entry-4">Credits</a></h2>
|
||
</div>
|
||
</div>
|
||
<div class="section" id="authors">
|
||
<h1>Authors</h1>
|
||
<ul class="simple">
|
||
<li>GRAP</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h1>Contributors</h1>
|
||
<ul class="simple">
|
||
<li>Sylvain LE GAL (<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>)</li>
|
||
<li>Richard deMeester, WilldooIT (<a class="reference external" href="http://www.willdooit.com/">http://www.willdooit.com/</a>)</li>
|
||
<li>David James, WilldooIT (<a class="reference external" href="http://www.willdooit.com/">http://www.willdooit.com/</a>)</li>
|
||
<li>Guillem Casassas <a class="reference external" href="mailto:guillem.casassas@forgeflow.com">guillem.casassas@forgeflow.com</a></li>
|
||
<li>This module is highly inspired by the work of<ul>
|
||
<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>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h1>Maintainers</h1>
|
||
<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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||
<p><a class="reference external image-reference" href="https://github.com/legalsylvain"><img alt="legalsylvain" src="https://github.com/legalsylvain.png?size=40px" /></a></p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/17.0/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>
|
||
</body>
|
||
</html>
|