=============
BI SQL Editor
=============
..
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!! This file is generated by oca-gen-addon-readme !!
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.. |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/18.0/bi_sql_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-18-0/reporting-engine-18-0-bi_sql_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=18.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
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)
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.
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).
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.
Warning
-------
This module is intended for technician people in a company and for Odoo
integrators.
It requires the user to know SQL syntax and Odoo models.
If you don't have such skills, do not try to use this module specially
on a production environment.
Use Cases
---------
this module is interesting for the following use cases
- 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
- 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
- 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
**Table of contents**
.. contents::
:local:
Configuration
=============
- Go to Dashboard / Configuration / SQL Views
- tip your SQL request
|image1|
- Select the group(s) that could have access to the view
|image2|
Optionnaly, you can add a domain.
A tipical domain in a multi company context is to write
``['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]``
to make reporting depending on the current companies of the user.
- Click on the button 'Validate SQL Expression'
- 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.
|image3|
- Click on the button 'Create SQL elements'. (this step could take a
while, if view is materialized)
- If it's a MATERIALIZED view:
- a cron task is created to refresh the view. You can so define the
frequency of the refresh.
- the size of view (and the indexes is displayed)
|image4|
- Before applying the final step, you will need to add a specific Parent
Menu to use when creating the UI Menu for the report. By default, it
will be set with the ``SQL Views`` menu, which can be changed before
creating the UI elements in order to have the report accessible from a
different place within Odoo.
- Finally, click on 'Create UI', to create new menu, action, graph view
and search view.
.. |image1| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/01_sql_request.png
.. |image2| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/02_security_access.png
.. |image3| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/03_field_mapping.png
.. |image4| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/04_materialized_view_setting.png
Usage
=====
To use this module, you need to:
1. Go to 'Dashboards > SQL Reports'
2. Select the desired report
..
|usage-image1|
- You can switch to 'Graph' or 'tree' views as any report.
.. |usage-image1| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/05_reporting_pivot.png
Bug Tracker
===========
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_sql_editor%0Aversion:%2018.0%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
=======
Authors
-------
* GRAP
Contributors
------------
- Sylvain LE GAL (https://twitter.com/legalsylvain)
- Richard deMeester, WilldooIT (http://www.willdooit.com/)
- David James, WilldooIT (http://www.willdooit.com/)
- Guillem Casassas guillem.casassas@forgeflow.com
- Thien Vo thienvh@trobz.com
- This module is highly inspired by the work of
- Onestein: (http://www.onestein.nl/) Module:
OCA/server-tools/bi_view_editor. Link:
https://github.com/OCA/reporting-engine/tree/9.0/bi_view_editor
- Anybox: (https://anybox.fr/) Module :
OCA/server-tools/materialized_sql_view link:
https://github.com/OCA/server-tools/pull/110
- GRAP, Groupement Régional Alimentaire de Proximité:
(http://www.grap.coop/) Module:
grap/odoo-addons-misc/pos_sale_reporting link:
https://github.com/grap/odoo-addons-misc/tree/7.0/pos_sale_reporting
Other credits
-------------
The migration of this module from 17.0 to 18.0 was financially supported
by Camptocamp.
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.
.. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px
:target: https://github.com/legalsylvain
:alt: legalsylvain
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-legalsylvain|
This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/18.0/bi_sql_editor>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=============\nBI SQL Editor\n=============\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:a308e7ec853f7c008503fa6b869b2c088ff431cdd066d5e27a7ec84895b58d4b\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github\n :target: https://github.com/OCA/reporting-engine/tree/18.0/bi_sql_editor\n :alt: OCA/reporting-engine\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/reporting-engine-18-0/reporting-engine-18-0-bi_sql_editor\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=18.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of reporting, to support creation\nof extra custom reports. It allows user to write a custom SQL request.\n(Generally, admin users)\n\nOnce written, a new model is generated, and user can map the selected\nfield with odoo fields. Then user ends the process, creating new menu,\naction and graph view.\n\nTechnically, the module create SQL View (or materialized view, if option\nis checked). Materialized view duplicates datas, but request are\nfastest. If materialized view is enabled, this module will create a cron\ntask to refresh the data).\n\nBy default, users member of 'SQL Request / User' can see all the views.\nYou can specify extra groups that have the right to access to a specific\nview.\n\nWarning\n-------\n\nThis module is intended for technician people in a company and for Odoo\nintegrators.\n\nIt requires the user to know SQL syntax and Odoo models.\n\nIf you don't have such skills, do not try to use this module specially\non a production environment.\n\nUse Cases\n---------\n\nthis module is interesting for the following use cases\n\n- You want to realize technical SQL requests, that Odoo framework\n doesn't allow (For exemple, UNION with many SELECT) A typical use case\n is if you want to have Sale Orders and PoS Orders datas in a same\n table\n- You want to customize an Odoo report, removing some useless fields and\n adding some custom ones. In that case, you can simply select the\n fields of the original report (sale.report model for exemple), and add\n your custom fields\n- You have a lot of data, and classical SQL Views have very bad\n performance. In that case, MATERIALIZED VIEW will be a good solution\n to reduce display duration\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\n- Go to Dashboard / Configuration / SQL Views\n\n- tip your SQL request\n\n |image1|\n\n- Select the group(s) that could have access to the view\n\n |image2|\n\nOptionnaly, you can add a domain.\n\nA tipical domain in a multi company context is to write\n``['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]``\nto make reporting depending on the current companies of the user.\n\n- Click on the button 'Validate SQL Expression'\n\n- Once the sql request checked, the module analyses the column of the\n view, and propose field mapping. For each field, you can decide to\n create an index and set if it will be displayed on the pivot graph as\n a column, a row or a measure.\n\n |image3|\n\n- Click on the button 'Create SQL elements'. (this step could take a\n while, if view is materialized)\n\n- If it's a MATERIALIZED view:\n\n - a cron task is created to refresh the view. You can so define the\n frequency of the refresh.\n - the size of view (and the indexes is displayed)\n\n |image4|\n\n- Before applying the final step, you will need to add a specific Parent\n Menu to use when creating the UI Menu for the report. By default, it\n will be set with the ``SQL Views`` menu, which can be changed before\n creating the UI elements in order to have the report accessible from a\n different place within Odoo.\n\n- Finally, click on 'Create UI', to create new menu, action, graph view\n and search view.\n\n.. |image1| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/01_sql_request.png\n.. |image2| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/02_security_access.png\n.. |image3| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/03_field_mapping.png\n.. |image4| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/04_materialized_view_setting.png\n\nUsage\n=====\n\nTo use this module, you need to:\n\n1. Go to 'Dashboards > SQL Reports'\n2. Select the desired report\n\n..\n\n |usage-image1|\n\n- You can switch to 'Graph' or 'tree' views as any report.\n\n.. |usage-image1| image:: https://raw.githubusercontent.com/OCA/reporting-engine/18.0/bi_sql_editor/static/description/05_reporting_pivot.png\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_sql_editor%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* GRAP\n\nContributors\n------------\n\n- Sylvain LE GAL (https://twitter.com/legalsylvain)\n\n- Richard deMeester, WilldooIT (http://www.willdooit.com/)\n\n- David James, WilldooIT (http://www.willdooit.com/)\n\n- Guillem Casassas guillem.casassas@forgeflow.com\n\n- Thien Vo thienvh@trobz.com\n\n- This module is highly inspired by the work of\n\n - Onestein: (http://www.onestein.nl/) Module:\n OCA/server-tools/bi_view_editor. Link:\n https://github.com/OCA/reporting-engine/tree/9.0/bi_view_editor\n - Anybox: (https://anybox.fr/) Module :\n OCA/server-tools/materialized_sql_view link:\n https://github.com/OCA/server-tools/pull/110\n - GRAP, Groupement R\u00e9gional Alimentaire de Proximit\u00e9:\n (http://www.grap.coop/) Module:\n grap/odoo-addons-misc/pos_sale_reporting link:\n https://github.com/grap/odoo-addons-misc/tree/7.0/pos_sale_reporting\n\nOther credits\n-------------\n\nThe migration of this module from 17.0 to 18.0 was financially supported\nby Camptocamp.\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px\n :target: https://github.com/legalsylvain\n :alt: legalsylvain\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-legalsylvain| \n\nThis module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/18.0/bi_sql_editor>`_ project on GitHub.\n\nYou are welcome to contribute. 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