initial commit 2

3 files changed, 190 insertions, 0 deletions

diff --git a/addons/membership/report/__init__.py b/addons/membership/report/__init__.py
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+++ b/addons/membership/report/__init__.py
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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import report_membership
diff --git a/addons/membership/report/report_membership.py b/addons/membership/report/report_membership.py
new file mode 100644
index 00000000..bab4b67a
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+++ b/addons/membership/report/report_membership.py
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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models, tools
+
+STATE = [
+    ('none', 'Non Member'),
+    ('canceled', 'Cancelled Member'),
+    ('old', 'Old Member'),
+    ('waiting', 'Waiting Member'),
+    ('invoiced', 'Invoiced Member'),
+    ('free', 'Free Member'),
+    ('paid', 'Paid Member'),
+]
+
+
+class ReportMembership(models.Model):
+    '''Membership Analysis'''
+
+    _name = 'report.membership'
+    _description = 'Membership Analysis'
+    _auto = False
+    _rec_name = 'start_date'
+
+    start_date = fields.Date(string='Start Date', readonly=True)
+    date_to = fields.Date(string='End Date', readonly=True, help="End membership date")
+    num_waiting = fields.Integer(string='# Waiting', readonly=True)
+    num_invoiced = fields.Integer(string='# Invoiced', readonly=True)
+    num_paid = fields.Integer(string='# Paid', readonly=True)
+    tot_pending = fields.Float(string='Pending Amount', digits=0, readonly=True)
+    tot_earned = fields.Float(string='Earned Amount', digits=0, readonly=True)
+    partner_id = fields.Many2one('res.partner', string='Member', readonly=True)
+    associate_member_id = fields.Many2one('res.partner', string='Associate Member', readonly=True)
+    membership_id = fields.Many2one('product.product', string='Membership Product', readonly=True)
+    membership_state = fields.Selection(STATE, string='Current Membership State', readonly=True)
+    user_id = fields.Many2one('res.users', string='Salesperson', readonly=True)
+    company_id = fields.Many2one('res.company', string='Company', readonly=True)
+    quantity = fields.Integer(readonly=True)
+
+    def init(self):
+        '''Create the view'''
+        tools.drop_view_if_exists(self._cr, self._table)
+        self._cr.execute("""
+        CREATE OR REPLACE VIEW %s AS (
+        SELECT
+        MIN(id) AS id,
+        partner_id,
+        count(membership_id) as quantity,
+        user_id,
+        membership_state,
+        associate_member_id,
+        membership_amount,
+        date_to,
+        start_date,
+        COUNT(num_waiting) AS num_waiting,
+        COUNT(num_invoiced) AS num_invoiced,
+        COUNT(num_paid) AS num_paid,
+        SUM(tot_pending) AS tot_pending,
+        SUM(tot_earned) AS tot_earned,
+        membership_id,
+        company_id
+        FROM
+        (SELECT
+            MIN(p.id) AS id,
+            p.id AS partner_id,
+            p.user_id AS user_id,
+            p.membership_state AS membership_state,
+            p.associate_member AS associate_member_id,
+            p.membership_amount AS membership_amount,
+            p.membership_stop AS date_to,
+            p.membership_start AS start_date,
+            CASE WHEN ml.state = 'waiting'  THEN ml.id END AS num_waiting,
+            CASE WHEN ml.state = 'invoiced' THEN ml.id END AS num_invoiced,
+            CASE WHEN ml.state = 'paid'     THEN ml.id END AS num_paid,
+            CASE WHEN ml.state IN ('waiting', 'invoiced') THEN SUM(aml.price_subtotal) ELSE 0 END AS tot_pending,
+            CASE WHEN ml.state = 'paid' OR p.membership_state = 'old' THEN SUM(aml.price_subtotal) ELSE 0 END AS tot_earned,
+            ml.membership_id AS membership_id,
+            p.company_id AS company_id
+            FROM res_partner p
+            LEFT JOIN membership_membership_line ml ON (ml.partner = p.id)
+            LEFT JOIN account_move_line aml ON (ml.account_invoice_line = aml.id)
+            LEFT JOIN account_move am ON (aml.move_id = am.id)
+            WHERE p.membership_state != 'none' and p.active = 'true'
+            GROUP BY
+              p.id,
+              p.user_id,
+              p.membership_state,
+              p.associate_member,
+              p.membership_amount,
+              p.membership_start,
+              ml.membership_id,
+              p.company_id,
+              ml.state,
+              ml.id
+        ) AS foo
+        GROUP BY
+            start_date,
+            date_to,
+            partner_id,
+            user_id,
+            membership_id,
+            company_id,
+            membership_state,
+            associate_member_id,
+            membership_amount
+        )""" % (self._table,))
diff --git a/addons/membership/report/report_membership_views.xml b/addons/membership/report/report_membership_views.xml
new file mode 100644
index 00000000..07c14985
--- /dev/null
+++ b/addons/membership/report/report_membership_views.xml
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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+        <!-- REPORTING/MEMBERSHIP BY YEAR  -->
+        <record model="ir.ui.view" id="view_report_membership_search">
+            <field name="name">report.membership.search</field>
+            <field name="model">report.membership</field>
+            <field name="arch" type="xml">
+                <search string="Membership">
+                    <filter string="Forecast" name="forecast" context="{'waiting_invoiced_totpending_visible':0}" help="This will display waiting, invoiced and total pending columns"/>
+                    <filter string="Revenue Done" name="Revenue" context="{'paid_old_totearned_visible':0}" help="This will display paid, old and total earned columns"/>
+                    <separator/>
+                    <filter name="filter_start_date" date="start_date"/>
+                    <field name="partner_id"/>
+                    <field name="membership_id"/>
+                    <field name="user_id"/>
+                    <group expand="1" string="Group By">
+                        <filter string="Salesperson" name="salesman"
+                            context="{'group_by':'user_id'}"/>
+                        <filter string="Associated Partner" name="associate_member_id"
+                            context="{'group_by':'associate_member_id'}"/>
+                        <filter string="Membership Product" name="product"
+                            context="{'group_by':'membership_id'}"/>
+                        <filter string="Current Membership State" name="membership_state"
+                            context="{'group_by':'membership_state'}"/>
+                        <filter string="Company" name="company"
+                            context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
+                        <filter string="Month" name="start_date"
+                            context="{'group_by':'start_date:month'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="view_report_membership_pivot">
+            <field name="name">report.membership.pivot</field>
+            <field name="model">report.membership</field>
+            <field name="arch" type="xml">
+                <pivot string="Membership" disable_linking="True" sample="1">
+                    <field name="membership_id" type="row"/>
+                    <field name="start_date" interval="month" type="col"/>
+                    <field name="quantity" type="measure"/>
+                    <field name="num_paid" type="measure"/>
+                    <field name="num_invoiced" type="measure"/>
+                    <field name="tot_earned" type="measure"/>
+                </pivot>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="view_report_membership_graph1">
+            <field name="name">report.membership.graph1</field>
+            <field name="model">report.membership</field>
+            <field name="arch" type="xml">
+                <graph string="Membership" sample="1" disable_linking="1">
+                    <field name="membership_id" type="row"/>
+                    <field name="start_date" interval="month" type="col"/>
+                    <field name="quantity" type="measure"/>
+                </graph>
+            </field>
+        </record>
+
+        <record model="ir.actions.act_window" id="action_report_membership_tree">
+            <field name="name">Members Analysis</field>
+            <field name="res_model">report.membership</field>
+            <field name="view_mode">graph,pivot</field>
+            <field name="search_view_id" ref="view_report_membership_search"/>
+            <field name="context">{"search_default_start_date":1,"search_default_member":1, 'search_default_Revenue':1, 'search_default_this_month':1, 'search_default_salesman':1,'group_by_no_leaf':1}</field>
+            <field name="help" type="html">
+                <p class="o_view_nocontent_smiling_face">
+                    No data yet!
+                </p>
+            </field>
+        </record>
+
+        <menuitem name="Reporting" parent="menu_association"
+            sequence="99"
+            action="action_report_membership_tree"
+            id="menu_report_membership"
+            groups="base.group_partner_manager"/>
+
+</odoo>