Significant Changes - WilldooIT/Pentaho-Odoo GitHub Wiki

Version 11 (July 2019)

Repository of source moved. All auxiliary modules updated. Support of Object reports dropped. Rebuild and retest war file for Pentaho 8.3.

Prepare for Version 10 (December 2016)

New branch created for Version 10. Repository renamed for Odoo instead of OpenERP, and company changed from WillowIT to WilldooIT.

Support Added for Object Reports with Encrypted Passwords (September 2015)

A new module has been created which allows for a temporary password / token to be generated when reports are run. This will allow object based reports to log in with the temporary password, and therefore by-passes the need to worry about whether passwords are encrypted or not.

The code is only called if the pentaho_reports_auth_crypt module is installed. This module will not automatically retro-install, but should auto install if pentaho_reports and auth_crypt are both installed on any new set ups.

Remove Creation of Duplicate "Pentaho User" (August 2015)

To run object reports, Pentaho logs in as the current user, and therefore applies that user's security to all object based queries.

Since the introduction of version 8, a significant number of issues has arisen, concurrent user access issues in particular, and to work around this, the user was "duplicated" and that duplicate user was accessed to run reports.

This introduced so many complications, and slowed the reporting down, and has caused large numbers of headaches.

The latest code dispenses with this, but introduces one known limitation - systems with encrypted passwords (the default for new Odoo installations) will not work as the password cannot be retrieved for use by Pentaho.

We are looking in to a way to get this to work.

I suspect something else may come to bite us on this - there are other processes which may touch the main record (for example, during emailing), and this may cause concurrency issues, but we will have to address them as they arise.

Pentaho Version 5.4 (August 2015)

Rebuilt war file and put on Willow website to support Pentaho version 5.4. No Changes to Odoo addon.

Support For Excel 2007 Format (October 2014)

Support for Excel 2007 file formats (xlsx) requires updating "pentaho-reports" from within Odoo. It also requires that you are running a new deployment of the war file.

If you are happy to use Pentaho 5.2 as the reporting engine, then you can grab and deploy the pre-built war file from the Willow website.

If, however, you wish to continue using Pentaho 5.0 or Pentaho 3.9 reporting engines (theoretically not necessary, not even for OpenERP 6.1) then you will need to grab the latest from the java_server part of the project, and re-build your own war file.

Pentaho Version 5.2 (October 2014)

Rebuilt war file and put on Willow website to support Pentaho version 5.2. No Changes to Odoo (OpenERP) addon.

Odoo Version 8.0 Upgrade (June 2014)

Upgrade and test for version 8.0.

Selection Sets as Default (May 2014)

A selection set can be nominated as the default to display for selected users, or for selected security groups.

User defaults take precedent of group defaults. If more than one default is set for the user, then one will be chosen randomly.

Functions added to Selection Sets (April 2014)

Default values for selection sets have been extended to allow for use of expressions and a limited number of functions. This includes support of default values for multi-selection lists. Additionally, other parameters can be referenced.

Example defaults, and selection functions currently available can be found on the wiki page Parameter Set Selection Functions

Scheduler Support for Selection Sets (March 2014)

The report scheduler can run a report using a previously saved selection set.

Report Email / Message Scheduler (March 2014)

Willow IT's report email and message scheduler has been tailored and integrated.

This module introduces the ability for reports to be run by the OpenERP scheduler. The resulting reports can be emailed, messaged, or both to selected users.

Report Selection Sets (March 2014)

Users with adequate security can now save report selections as a selection set. All users can access those selection sets through a pull down.

When the user chooses to save report selections, the current selections on the screen are assumed to be the ones needing to be stored. However, each parameter can be overridden from the presented wizard before saving the selection set.

Multi Selection Parameter Support (March 2014)

Multi value selection lists are now supported. These work on the report wizard screen as an OpenERP many2many widget. The values are passed to the report as a list.

Pentaho Version 5.0 (December 2013)

Tested with Pentaho version 5.0.

This allows for a handful of new reporting widgets and some other reporting improvements. Most significantly, the OpenERP data sources are now bundled in to the report designer and do not need special installation.

Parameter Query Variables (December 2013)

Pentaho prompted parameters have optionally worked with pull down lists of values provided by other queries. Until now, those queries have not supported passed special variables. This support has now been added so that parameter queries can now use:

ids: the context ids when the report action is called.
user_id: the id of the user running the report.
user_name: the display name of the user running the report.
context_lang: the language in effect when the report action is executed.
context_tz: the timezone in effect when the report action is executed.

This allows for better restriction of selectable values depending on the user and context when the report prompting wizard is created.

Improved Action Integration (November 2013)

Pentaho Report Actions now better integrated with standard OpenERP Report Actions.

Significantly, this enables easier switching of existing report actions (such as invoices or picking slips) to be Pentaho based reports.

The menu item "Pentaho Reports" has been removed from the OpenERP menus. To view and maintain Pentaho Report Actions now, the Settings/Technical/Low Level Objects/Actions/Reports needs to be used. Note that there is a filter which quickly allows display of Pentaho Report Actions.

Version 7.0 Support (January 2013)

Refactored code and tested for compatibility with OpenERP version 7.0.