[IMP] membership: members analysis
bzr revid: qdp-launchpad@tinyerp.com-20101014143924-d2zt7ogyyr3he4u9
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qdp-launchpad@tinyerp.com
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@ -36,7 +36,7 @@ STATE = [
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class report_membership(osv.osv):
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'''Membership by Years'''
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'''Membership Analysis'''
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_name = 'report.membership'
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_description = __doc__
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@ -52,17 +52,15 @@ class report_membership(osv.osv):
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('11', 'November'), ('12', 'December')], 'Month', readonly=True),
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'date_from': fields.datetime('Start Date', readonly=True, help="Start membership date"),
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'date_to': fields.datetime('End Date', readonly=True, help="End membership date"),
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'num_canceled': fields.integer('# Canceled', readonly=True),
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'num_old': fields.integer('# Old', readonly=True),
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'num_waiting': fields.integer('# Waiting', readonly=True),
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'num_invoiced': fields.integer('# Invoiced', readonly=True),
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'num_free': fields.integer('# Free', readonly=True),
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'num_paid': fields.integer('# Paid', readonly=True),
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'tot_pending': fields.float('Pending Amount', digits_compute= dp.get_precision('Account'), readonly=True),
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'tot_earned': fields.float('Earned Amount', digits_compute= dp.get_precision('Account'), readonly=True),
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'state':fields.selection(STATE, 'Membership State'),
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'partner_id': fields.many2one('res.partner', 'Members', readonly=True),
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'partner_id': fields.many2one('res.partner', 'Member', readonly=True),
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'associate_member_id': fields.many2one('res.partner', 'Associate Member', readonly=True),
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'membership_id': fields.many2one('product.product', 'Membership Product', readonly=True),
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'membership_state': fields.selection(STATE, 'Current Membership State', readonly=True),
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'user_id': fields.many2one('res.users', 'Salesman', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True)
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}
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@ -71,63 +69,77 @@ class report_membership(osv.osv):
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'''Create the view'''
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tools.drop_view_if_exists(cr, 'report_membership')
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cr.execute("""
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CREATE OR REPLACE VIEW report_membership AS (
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CREATE OR REPLACE VIEW report_membership AS (
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SELECT
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MIN(id) AS id,
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COUNT(num_canceled) AS num_canceled,
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COUNT(num_old) AS num_old,
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partner_id,
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user_id,
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membership_state,
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associate_member_id,
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membership_amount,
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date_from,
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date_to,
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year,
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month,
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COUNT(num_waiting) AS num_waiting,
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COUNT(num_invoiced) AS num_invoiced,
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COUNT(num_free) AS num_free,
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COUNT(num_paid) AS num_paid,
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SUM(tot_pending) AS tot_pending,
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SUM(tot_earned) AS tot_earned,
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year,
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month,
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date_from,
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date_to,
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partner_id,
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membership_id,
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company_id,
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user_id,
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state
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company_id
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FROM
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(SELECT
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CASE WHEN ml.state = 'canceled' THEN ml.id END AS num_canceled,
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CASE WHEN ml.state = 'old' THEN ml.id END AS num_old,
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MIN(p.id) AS id,
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p.id AS partner_id,
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p.user_id AS user_id,
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p.membership_state AS membership_state,
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p.associate_member AS associate_member_id,
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p.membership_amount AS membership_amount,
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TO_CHAR(p.membership_start, 'YYYY-MM-DD') AS date_from,
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TO_CHAR(p.membership_stop, 'YYYY-MM-DD') AS date_to,
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TO_CHAR(p.membership_start, 'YYYY') AS year,
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TO_CHAR(p.membership_start,'MM') AS month,
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CASE WHEN ml.state = 'waiting' THEN ml.id END AS num_waiting,
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CASE WHEN ml.state = 'invoiced' THEN ml.id END AS num_invoiced,
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CASE WHEN ml.state = 'free' THEN ml.id END AS num_free,
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CASE WHEN ml.state = 'paid' THEN ml.id END AS num_paid,
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CASE WHEN ml.state IN ('waiting', 'invoiced') THEN SUM(il.price_subtotal) ELSE 0 END AS tot_pending,
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CASE WHEN ml.state IN ('old', 'paid') THEN SUM(il.price_subtotal) ELSE 0 END AS tot_earned,
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TO_CHAR(ml.date_from, 'YYYY') AS year,
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TO_CHAR(ml.date_from, 'MM') AS month,
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TO_CHAR(ml.date_from, 'YYYY-MM-DD') AS date_from,
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TO_CHAR(ml.date_to, 'YYYY-MM-DD') AS date_to,
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ml.partner AS partner_id,
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MIN(ml.id) AS id,
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CASE WHEN ml.state = 'paid' OR p.membership_state = 'old' THEN SUM(il.price_subtotal) ELSE 0 END AS tot_earned,
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ml.membership_id AS membership_id,
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p.user_id AS user_id,
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ml.company_id AS company_id,
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ml.state AS state
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FROM membership_membership_line ml
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p.company_id AS company_id
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FROM res_partner p
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LEFT JOIN membership_membership_line ml ON (ml.partner = p.id)
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LEFT JOIN account_invoice_line il ON (ml.account_invoice_line = il.id)
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LEFT JOIN account_invoice ai ON (il.invoice_id = ai.id)
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LEFT JOIN res_partner p ON (ml.partner = p.id)
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WHERE p.membership_state != 'none'
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GROUP BY
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TO_CHAR(ml.date_from, 'YYYY'),
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TO_CHAR(ml.date_from, 'MM'),
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TO_CHAR(ml.date_from, 'YYYY-MM-DD'),
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TO_CHAR(ml.date_to, 'YYYY-MM-DD'),
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ml.partner,
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ml.id,
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p.user_id,
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ml.company_id,
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ml.state,
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ml.membership_id) AS foo
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GROUP BY year, month, date_from, date_to, partner_id, user_id, membership_id, company_id, state)
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""")
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p.id,
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p.user_id,
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p.membership_state,
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p.associate_member,
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p.membership_amount,
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TO_CHAR(p.membership_start, 'YYYY-MM-DD'),
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TO_CHAR(p.membership_stop, 'YYYY-MM-DD'),
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TO_CHAR(p.membership_start, 'YYYY'),
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TO_CHAR(p.membership_start,'MM'),
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ml.membership_id,
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p.company_id,
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ml.state,
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ml.id
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) AS foo
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GROUP BY
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year,
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month,
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date_from,
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date_to,
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partner_id,
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user_id,
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membership_id,
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company_id,
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membership_state,
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associate_member_id,
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membership_amount
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)""")
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report_membership()
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@ -10,24 +10,21 @@
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree colors="blue:state in ('draft');black:state in ('open','free');gray:state in ('done','cancel') " string="Membership">
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<field name="state" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="partner_id" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="user_id" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="membership_id" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="num_canceled" invisible="context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="num_waiting" invisible="context.get('free_cancel_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="num_invoiced" invisible="context.get('free_cancel_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="tot_pending" invisible="context.get('free_cancel_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="num_paid" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False)"/>
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<field name="num_old" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False)"/>
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<field name="tot_earned" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False)"/>
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<field name="num_free" invisible="context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="date_from" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="date_to" invisible="context.get('free_cancel_visible', False) or context.get('waiting_invoiced_totpending_visible', False) or context.get('paid_old_totearned_visible', False)"/>
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<field name="partner_id"/>
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<field name="membership_state"/>
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<field name="associate_member_id" invisible="1"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="user_id" invisible="1"/>
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<field name="membership_id"/>
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<field name="num_waiting" invisible="context.get('waiting_invoiced_totpending_visible', True)"/>
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<field name="num_invoiced" invisible="context.get('waiting_invoiced_totpending_visible', True)"/>
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<field name="tot_pending" invisible="context.get('waiting_invoiced_totpending_visible', True)"/>
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<field name="num_paid" invisible="context.get('paid_old_totearned_visible', True)"/>
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<field name="tot_earned" invisible="context.get('paid_old_totearned_visible', True)"/>
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<field name="year" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="state" invisible="1"/>
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</tree>
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</field>
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</record>
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@ -44,9 +41,8 @@
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<filter string="Last 30 Days" icon="terp-go-month" name="month"
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domain="[('date_from','<=', time.strftime('%%Y-%%m-%%d')), ('date_from','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
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<separator orientation="vertical"/>
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<filter string="Cancel & Free" icon="terp-check" context="{'free_cancel_visible':1}" help="This will display free and cancel column"/>
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<filter string="Forecast" icon="terp-check" context="{'waiting_invoiced_totpending_visible':1}" help="This will display waiting, invoiced and total pending columns"/>
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<filter string="Revenue Done" name="Revenue" icon="terp-check" context="{'paid_old_totearned_visible':1}" help="This will display paid, old and total earned columns"/>
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<filter string="Forecast" icon="terp-gtk-jump-to-ltr" context="{'waiting_invoiced_totpending_visible':0}" help="This will display waiting, invoiced and total pending columns"/>
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<filter string="Revenue Done" name="Revenue" icon="terp-dolar" context="{'paid_old_totearned_visible':0}" help="This will display paid, old and total earned columns"/>
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<separator orientation="vertical"/>
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<field name="partner_id"/>
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<field name="membership_id"/>
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@ -57,13 +53,13 @@
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<group expand="1" string="Group By..." colspan="4" col="12">
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<filter string="Salesman" icon="terp-personal" name="salesman"
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domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Partner" icon="terp-partner" name="partner"
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domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="Associated Partner" icon="terp-partner" name="associate_member_id"
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domain="[]" context="{'group_by':'associate_member_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Membership Product" icon="terp-product" name="product"
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domain="[]" context="{'group_by':'membership_id'}"/>
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<filter string="Membership State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}"/>
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<filter string="Current Membership State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'membership_state'}"/>
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<separator orientation="vertical" groups="base.group_multi_company"/>
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<filter string="Company" icon="terp-go-home"
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domain="[]" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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@ -96,7 +92,7 @@
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<field name="res_model">report.membership</field>
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<field name="view_type">form</field>
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<field name="search_view_id" ref="view_report_membership_search"/>
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<field name="context">{"search_default_member":1, 'search_default_Revenue':1}</field>
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<field name="context">{"search_default_member":1, 'search_default_Revenue':1, 'search_default_salesman':1, }</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_membership_tree_view1">
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@ -114,7 +110,7 @@
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<field name="act_window_id" ref="action_report_membership_tree"/>
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</record>
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<menuitem name="Membership Analysis" parent="base.menu_report_association"
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<menuitem name="Members Analysis" parent="base.menu_report_association"
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action="action_report_membership_tree"
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id="menu_report_membership"
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groups="base.group_partner_manager"/>
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