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============== | ||
BI View Editor | ||
============== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:2aebf98b5895f5e5ea64169daba7a945b934e2a9006b35cd20e496cee34287d1 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github | ||
:target: https://github.com/OCA/reporting-engine/tree/17.0/bi_view_editor | ||
:alt: OCA/reporting-engine | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/reporting-engine-17-0/reporting-engine-17-0-bi_view_editor | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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BI View Editor is a tool integrated in Odoo that allows users define and | ||
execute their own reports without the need to code. | ||
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Purpose: | ||
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- The BI View Editor is used to create reports not already contained in | ||
the standard Odoo, combining data from existing sources. | ||
- It has been designed to be used by users with little or no knowledge | ||
of the technical architecture of Odoo. Users visually link business | ||
objects and select the fields to visualize. | ||
- The BI View Editor offers users different types of representations, | ||
including tree, graph, pivot views. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Installation | ||
============ | ||
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In the Odoo configuration file add ``bi_view_editor`` in the list | ||
``server_wide_modules``: | ||
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.. code:: ini | ||
[options] | ||
(...) | ||
server_wide_modules = web,bi_view_editor | ||
(...) | ||
Alternatively specify ``--load=bi_view_editor`` when starting Odoo by | ||
command line. | ||
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Optionally it is possible to enable the view of the ER Diagram. For this | ||
you need to install Graphviz, an open source graph visualization | ||
software: | ||
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.. code:: bash | ||
``sudo apt-get install graphviz`` | ||
Usage | ||
===== | ||
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To graphically design your analysis data-set: | ||
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- From the Dashboards menu, select "Custom BI Views" | ||
- BI Views creation is restricted to members of "BI View Editor Manager" | ||
group. You can add this group to a user in User form, Access Rights, | ||
Technical section. | ||
- Browse trough the business objects in the "Query Builder" tab | ||
- Pick the interesting fields (Drag & Drop) | ||
- For each selected field, right-click on the Options column and select | ||
whether it's a row, column or measure; if you want to remove the field | ||
from the list view, unflag the checkbox ´List´ in the Options column | ||
- Save and click "Generate BI View" | ||
- Click "Open BI View" to view the result | ||
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To access the created BI View with a dedicated menu: | ||
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- If module Dashboard (board) is installed, the standard "Add to My | ||
Dashboard" functionality would be available | ||
- "Create a menu" is restricted to members of "BI View Editor Manager" | ||
group. | ||
- Click "Create a menu" to create a new menu item directly linked to | ||
your new BI view (this feature is available in developer mode); when | ||
the BI view is reset back to draft this menu will be removed, and you | ||
will need to re-create the menu entry. | ||
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A more advanced UI is also available under the "Details" tab. It | ||
provides extra possibilities for more advanced users, like to use LEFT | ||
JOIN instead of the default INNER JOIN. | ||
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It also possible to improve the IDs generation for new views by adding | ||
an Over Condition in the "SQL" tab, see | ||
https://www.postgresql.org/docs/current/sql-expressions.html#SYNTAX-WINDOW-FUNCTIONS | ||
for further details. For instance, an ORDER BY clause helps preventing | ||
unreliable behavior when filtering the generated views. | ||
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Known issues / Roadmap | ||
====================== | ||
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- Non-stored fields and many2many fields are not supported. | ||
- Provide a tutorial (eg. a working example of usage). | ||
- Find better ways to extend the *\_auto_init()* without override. | ||
- Possibly avoid the monkey patches. | ||
- Data the user has no access to (e.g. in a multi company situation) can | ||
be viewed by making a view. Would be nice if models available to | ||
select when creating a view are limited to the ones that have | ||
intersecting groups. | ||
- As of Odoo 16, translations of the name of a BI View and of the field | ||
descriptions do not work as expected: the translated strings are | ||
selected (by the user's language) when the view is generated (and | ||
stored as their ``en_US`` value) instead of when it is displayed. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/issues>`_. | ||
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 | ||
`feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_view_editor%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Onestein | ||
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Contributors | ||
------------ | ||
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- Simon Janssens <s.janssens@onestein.nl> | ||
- Diego Luis Neto <diegoluis.neto@gmail.com> | ||
- Dennis Sluijk <d.sluijk@onestein.nl> | ||
- Kevin Graveman <k.graveman@onestein.nl> | ||
- Richard Dijkstra <r.dijkstra@onestein.nl> | ||
- Andrea Stirpe <a.stirpe@onestein.nl> | ||
- Antonio Esposito <a.esposito@onestein.nl> | ||
- Jordi Ballester Alomar <jordi.ballester@eficent.com> | ||
- Italo LOPES <italo.lopes@camptocamp.com> | ||
- `Coop IT Easy SC <https://coopiteasy.be>`__: | ||
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- hugues de keyzer | ||
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- `Binhex <https://binhex.cloud>`__: | ||
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- Antonio Ruban <a.ruban@binhex.com> | ||
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Other credits | ||
------------- | ||
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Funders | ||
~~~~~~~ | ||
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The development of this module for Odoo 11.0 has been financially | ||
supported by: | ||
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- IDEAL Connaissances SAS https://www.idealconnaissances.com | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/17.0/bi_view_editor>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from . import models | ||
from . import wizard | ||
from .hooks import uninstall_hook |
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# Copyright 2015-2020 Onestein (<https://www.onestein.eu>) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "BI View Editor", | ||
"summary": "Graphical BI views builder for Odoo", | ||
"images": ["static/description/main_screenshot.png"], | ||
"author": "Onestein,Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"website": "https://github.com/OCA/reporting-engine", | ||
"category": "Productivity", | ||
"version": "17.0.1.1.0", | ||
"development_status": "Beta", | ||
"depends": ["web", "spreadsheet_dashboard"], | ||
"external_dependencies": { | ||
"deb": ["graphviz"], | ||
}, | ||
"data": [ | ||
"security/res_groups.xml", | ||
"security/ir.model.access.csv", | ||
"security/rules.xml", | ||
"views/bve_view.xml", | ||
], | ||
"assets": { | ||
"web.assets_backend": [ | ||
"bi_view_editor/static/src/components/**/*", | ||
], | ||
}, | ||
"uninstall_hook": "uninstall_hook", | ||
} |
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# Copyright 2015-2019 Onestein (<https://www.onestein.eu>) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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def uninstall_hook(cr, registry): | ||
# delete dirty data that could cause problems | ||
# while re-installing the module | ||
cr.execute( | ||
""" | ||
delete from ir_model where model like 'x_bve.%' | ||
""" | ||
) | ||
cr.execute( | ||
""" | ||
delete from bve_view where model_name like 'x_bve.%' | ||
""" | ||
) | ||
cr.execute( | ||
""" | ||
SELECT 'DROP VIEW ' || table_name | ||
FROM information_schema.views | ||
WHERE table_schema NOT IN ('pg_catalog', 'information_schema') | ||
AND table_name like 'x_bve_%' | ||
""" | ||
) | ||
results = list(cr.fetchall()) | ||
for result in results: | ||
cr.execute(result[0]) |
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