@@ -17,13 +17,13 @@ BI View Editor
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3 | image :: https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github
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- :target: https://github.com/OCA/reporting-engine/tree/16 .0/bi_view_editor
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+ :target: https://github.com/OCA/reporting-engine/tree/18 .0/bi_view_editor
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:alt: OCA/reporting-engine
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.. |badge4 | image :: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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- :target: https://translation.odoo-community.org/projects/reporting-engine-16 -0/reporting-engine-16 -0-bi_view_editor
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+ :target: https://translation.odoo-community.org/projects/reporting-engine-18 -0/reporting-engine-18 -0-bi_view_editor
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:alt: Translate me on Weblate
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.. |badge5 | image :: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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- :target: https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=16 .0
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+ :target: https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=18 .0
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:alt: Try me on Runboat
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|badge1 | |badge2 | |badge3 | |badge4 | |badge5 |
@@ -33,14 +33,12 @@ 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
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- standard Odoo, combining data from existing sources.
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-
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- * It has been designed to be used by users with little or no knowledge of
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- the technical architecture of Odoo. Users visually link business objects
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- and select the fields to visualize.
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-
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- * The BI View Editor offers users different types of representations,
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+ - The BI View Editor is used to create reports not already contained in
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+ the standard Odoo, combining data from existing sources.
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+ - It has been designed to be used by users with little or no knowledge
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+ of the technical architecture of Odoo. Users visually link business
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+ objects and select the fields to visualize.
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+ - The BI View Editor offers users different types of representations,
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including tree, graph, pivot views.
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**Table of contents **
@@ -54,19 +52,21 @@ Installation
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In the Odoo configuration file add ``bi_view_editor `` in the list
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``server_wide_modules ``:
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- .. code-block :: ini
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+ .. code :: ini
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- [options]
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- (...)
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- server_wide_modules = web,bi_view_editor
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- (...)
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+ [options]
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+ (...)
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+ server_wide_modules = web,bi_view_editor
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+ (...)
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- Alternatively specify ``--load=bi_view_editor `` when starting Odoo by command line.
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+ Alternatively specify ``--load=bi_view_editor `` when starting Odoo by
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+ command line.
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- Optionally it is possible to enable the view of the ER Diagram. For this you
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- need to install `Graphviz `, an open source graph visualization software:
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+ Optionally it is possible to enable the view of the ER Diagram. For this
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+ you need to install Graphviz, an open source graph visualization
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+ software:
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- .. code-block :: bash
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+ .. code :: bash
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` ` sudo apt-get install graphviz` `
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@@ -76,97 +76,101 @@ Usage
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To graphically design your analysis data-set:
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- From the Dashboards menu, select "Custom BI Views"
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- - BI Views creation is restricted to members of "BI View Editor Manager" group.
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- You can add this group to a user in User form, Access Rights, Technical section.
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+ - BI Views creation is restricted to members of "BI View Editor Manager"
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+ group. You can add this group to a user in User form, Access Rights,
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+ Technical section.
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- Browse trough the business objects in the "Query Builder" tab
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- Pick the interesting fields (Drag & Drop)
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- - For each selected field, right-click on the Options column and select whether
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- it's a row, column or measure; if you want to remove the field from the list
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- view, unflag the checkbox ´List´ in the Options column
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+ - For each selected field, right-click on the Options column and select
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+ whether it's a row, column or measure; if you want to remove the field
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+ from the list view, unflag the checkbox ´List´ in the Options column
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- Save and click "Generate BI View"
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- 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"
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- functionality would be available
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- - "Create a menu" is restricted to members of "BI View Editor Manager" group.
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- - Click "Create a menu" to create a new menu item directly linked to your new
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- BI view (this feature is available in developer mode); when the BI view is
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- reset back to draft this menu will be removed, and you will need to re-create
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- the menu entry.
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-
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- A more advanced UI is also available under the "Details" tab. It provides extra
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- possibilities for more advanced users, like to use LEFT JOIN instead of the
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- default INNER JOIN.
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-
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- It also possible to improve the IDs generation for new views by adding an
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- `Over Condition ` in the "SQL" tab, see https://www.postgresql.org/docs/current/sql-expressions.html#SYNTAX-WINDOW-FUNCTIONS
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- for further details.
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- For instance, an ORDER BY clause helps preventing unreliable behavior when
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- filtering the generated views.
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+ - If module Dashboard (board) is installed, the standard "Add to My
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+ Dashboard" functionality would be available
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+ - "Create a menu" is restricted to members of "BI View Editor Manager"
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+ group.
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+ - Click "Create a menu" to create a new menu item directly linked to
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+ your new BI view (this feature is available in developer mode); when
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+ the BI view is reset back to draft this menu will be removed, and you
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+ will need to re-create the menu entry.
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+
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+ A more advanced UI is also available under the "Details" tab. It
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+ provides extra possibilities for more advanced users, like to use LEFT
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+ JOIN instead of the default INNER JOIN.
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+
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+ It also possible to improve the IDs generation for new views by adding
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+ an Over Condition in the "SQL" tab, see
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+ https://www.postgresql.org/docs/current/sql-expressions.html#SYNTAX-WINDOW-FUNCTIONS
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+ for further details. For instance, an ORDER BY clause helps preventing
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+ unreliable behavior when filtering the generated views.
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Known issues / Roadmap
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======================
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- * Non-stored fields and many2many fields are not supported.
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- * Provide a tutorial (eg. a working example of usage).
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- * Find better ways to extend the *_auto_init() * without override.
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- * Possibly avoid the monkey patches.
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- * Data the user has no access to (e.g. in a multi company situation) can be
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- viewed by making a view. Would be nice if models available to select when
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- creating a view are limited to the ones that have intersecting groups.
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- * As of Odoo 16, translations of the name of a BI View and of the field
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- descriptions do not work as expected: the translated strings are selected
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- (by the user's language) when the view is generated (and stored as their
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- ``en_US `` value) instead of when it is displayed.
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+ - Non-stored fields and many2many fields are not supported.
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+ - Provide a tutorial (eg. a working example of usage).
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+ - Find better ways to extend the *\_ auto_init() * without override.
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+ - Possibly avoid the monkey patches.
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+ - Data the user has no access to (e.g. in a multi company situation) can
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+ be viewed by making a view. Would be nice if models available to
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+ select when creating a view are limited to the ones that have
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+ intersecting groups.
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+ - As of Odoo 16, translations of the name of a BI View and of the field
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+ descriptions do not work as expected: the translated strings are
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+ selected (by the user's language) when the view is generated (and
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+ stored as their ``en_US `` value) instead of when it is displayed.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/issues >`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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- `feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_view_editor%0Aversion:%2016 .0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior** >`_.
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+ `feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_view_editor%0Aversion:%2018 .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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=======
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Authors
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- ~~~~~~~
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+ -------
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* Onestein
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Contributors
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- ~~~~~~~~~~~~
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+ ------------
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- * Simon Janssens <
[email protected] >
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- * Diego Luis Neto <
[email protected] >
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- * Dennis Sluijk <
[email protected] >
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- * Kevin Graveman <
[email protected] >
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- * Richard Dijkstra <
[email protected] >
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- * Andrea Stirpe <
[email protected] >
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- * Antonio Esposito <
[email protected] >
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- * Jordi Ballester Alomar <
[email protected] >
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-
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- * `Coop IT Easy SC <https://coopiteasy.be >`_ :
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+ - Simon Janssens <
[email protected] >
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+ - Diego Luis Neto <
[email protected] >
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+ - Dennis Sluijk <
[email protected] >
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+ - Kevin Graveman <
[email protected] >
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+ - Richard Dijkstra <
[email protected] >
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+ - Andrea Stirpe <
[email protected] >
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+ - Antonio Esposito <
[email protected] >
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+ - Jordi Ballester Alomar <
[email protected] >
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+
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+ - `Coop IT Easy SC <https://coopiteasy.be >`__ :
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- * hugues de keyzer
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+ - hugues de keyzer
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Other credits
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- ~~~~~~~~~~~~~
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+ -------------
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Funders
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- -------
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+ ~~~~~~~
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- The development of this module for Odoo 11.0 has been financially supported by:
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+ The development of this module for Odoo 11.0 has been financially
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+ supported by:
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- * IDEAL Connaissances SAS https://www.idealconnaissances.com
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+ - IDEAL Connaissances SAS https://www.idealconnaissances.com
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Maintainers
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- ~~~~~~~~~~~
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+ -----------
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This module is maintained by the OCA.
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@@ -178,6 +182,6 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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- This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/16 .0/bi_view_editor >`_ project on GitHub.
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+ This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/18 .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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