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https://github.com/bringout/oca-ocb-vertical-industry.git
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Initial commit: Vertical Industry packages
This commit is contained in:
Ernad Husremovic
commit
d5567a0017
766 changed files with 733028 additions and 0 deletions
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import report_membership
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models, tools
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STATE = [
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('none', 'Non Member'),
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('canceled', 'Cancelled Member'),
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('old', 'Old Member'),
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('waiting', 'Waiting Member'),
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('invoiced', 'Invoiced Member'),
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('free', 'Free Member'),
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('paid', 'Paid Member'),
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]
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class ReportMembership(models.Model):
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'''Membership Analysis'''
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_name = 'report.membership'
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_description = 'Membership Analysis'
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_auto = False
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_rec_name = 'start_date'
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start_date = fields.Date(string='Start Date', readonly=True)
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date_to = fields.Date(string='End Date', readonly=True)
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num_waiting = fields.Integer(string='# Waiting', readonly=True)
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num_invoiced = fields.Integer(string='# Invoiced', readonly=True)
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num_paid = fields.Integer(string='# Paid', readonly=True)
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tot_pending = fields.Float(string='Pending Amount', digits=0, readonly=True)
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tot_earned = fields.Float(string='Earned Amount', digits=0, readonly=True)
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partner_id = fields.Many2one('res.partner', string='Member', readonly=True)
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associate_member_id = fields.Many2one('res.partner', string='Associate Member', readonly=True)
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membership_id = fields.Many2one('product.product', string='Membership Product', readonly=True)
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membership_state = fields.Selection(STATE, string='Current Membership State', readonly=True)
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user_id = fields.Many2one('res.users', string='Salesperson', readonly=True)
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company_id = fields.Many2one('res.company', string='Company', readonly=True)
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quantity = fields.Integer(readonly=True)
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def init(self):
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'''Create the view'''
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tools.drop_view_if_exists(self._cr, self._table)
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self._cr.execute("""
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CREATE OR REPLACE VIEW %s AS (
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SELECT
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MIN(id) AS id,
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partner_id,
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count(membership_id) as quantity,
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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_to,
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start_date,
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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_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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membership_id,
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company_id
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FROM
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(SELECT
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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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p.membership_stop AS date_to,
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p.membership_start AS start_date,
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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 = 'paid' THEN ml.id END AS num_paid,
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CASE WHEN ml.state IN ('waiting', 'invoiced') THEN SUM(aml.price_subtotal) ELSE 0 END AS tot_pending,
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CASE WHEN ml.state = 'paid' OR p.membership_state = 'old' THEN SUM(aml.price_subtotal) ELSE 0 END AS tot_earned,
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ml.membership_id AS membership_id,
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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_move_line aml ON (ml.account_invoice_line = aml.id)
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LEFT JOIN account_move am ON (aml.move_id = am.id)
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WHERE p.membership_state != 'none' and p.active = 'true'
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GROUP BY
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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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p.membership_start,
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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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start_date,
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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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)""" % (self._table,))
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- REPORTING/MEMBERSHIP BY YEAR -->
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<record model="ir.ui.view" id="view_report_membership_search">
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<field name="name">report.membership.search</field>
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<field name="model">report.membership</field>
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<field name="arch" type="xml">
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<search string="Membership">
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<filter string="Forecast" name="forecast" 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" context="{'paid_old_totearned_visible':0}" help="This will display paid, old and total earned columns"/>
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<separator/>
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<filter name="filter_start_date" date="start_date"/>
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<field name="partner_id"/>
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<field name="membership_id"/>
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<field name="user_id"/>
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<group expand="1" string="Group By">
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<filter string="Salesperson" name="salesman"
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context="{'group_by':'user_id'}"/>
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<filter string="Associated Partner" name="associate_member_id"
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context="{'group_by':'associate_member_id'}"/>
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<filter string="Membership Product" name="product"
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context="{'group_by':'membership_id'}"/>
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<filter string="Current Membership State" name="membership_state"
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context="{'group_by':'membership_state'}"/>
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<filter string="Company" name="company"
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context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<filter string="Month" name="start_date"
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context="{'group_by':'start_date:month'}"/>
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</group>
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</search>
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</field>
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</record>
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<record model="ir.ui.view" id="view_report_membership_pivot">
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<field name="name">report.membership.pivot</field>
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<field name="model">report.membership</field>
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<field name="arch" type="xml">
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<pivot string="Membership" sample="1">
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<field name="membership_id" type="row"/>
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<field name="start_date" interval="month" type="col"/>
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<field name="quantity" type="measure"/>
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<field name="num_paid" type="measure"/>
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<field name="num_invoiced" type="measure"/>
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<field name="tot_earned" type="measure"/>
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</pivot>
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</field>
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</record>
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<record model="ir.ui.view" id="view_report_membership_graph1">
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<field name="name">report.membership.graph1</field>
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<field name="model">report.membership</field>
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<field name="arch" type="xml">
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<graph string="Membership" sample="1">
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<field name="membership_id"/>
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<field name="start_date" interval="month"/>
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<field name="quantity" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="report_membership_view_tree" model="ir.ui.view">
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<field name="name">report.membership.view.tree</field>
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<field name="model">report.membership</field>
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<field name="arch" type="xml">
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<tree string="Membership">
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<field name="partner_id"/>
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<field name="membership_id" optional="hide"/>
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<field name="start_date" optional="hide"/>
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<field name="date_to" optional="hide"/>
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<field name="user_id" optional="show" widget="many2one_avatar_user"/>
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<field name="company_id" optional="show" groups="base.group_multi_company"/>
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<field name="num_invoiced" optional="show" sum="Sum of # Invoiced"/>
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<field name="num_paid" optional="show" sum="Sum of # Paid"/>
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<field name="quantity" optional="show" sum="Sum of Quantity"/>
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<field name="tot_earned" optional="show" sum="Sum of Earned Amount"/>
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<field name="membership_state" optional="hide"/>
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</tree>
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</field>
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</record>
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<record model="ir.actions.act_window" id="action_report_membership_tree">
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<field name="name">Members Analysis</field>
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<field name="res_model">report.membership</field>
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<field name="view_mode">graph,pivot</field>
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<field name="search_view_id" ref="view_report_membership_search"/>
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<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>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No data yet!
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</p>
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</field>
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</record>
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<menuitem name="Reporting" parent="menu_association"
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sequence="99"
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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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</odoo>
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