addons/membership/report/report_membership.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 from openerp.osv import fields, osv
  23 from openerp import tools
  24 import openerp.addons.decimal_precision as dp
  25
  26 STATE = [
  27     ('none', 'Non Member'),
  28     ('canceled', 'Cancelled Member'),
  29     ('old', 'Old Member'),
  30     ('waiting', 'Waiting Member'),
  31     ('invoiced', 'Invoiced Member'),
  32     ('free', 'Free Member'),
  33     ('paid', 'Paid Member'),
  34 ]
  35
  36 class report_membership(osv.osv):
  37     '''Membership Analysis'''
  38
  39     _name = 'report.membership'
  40     _description = __doc__
  41     _auto = False
  42     _rec_name = 'year'
  43     _columns = {
  44         'year': fields.char('Year', size=4, readonly=True, select=1),
  45         'month': fields.selection([('01', 'January'), ('02', 'February'), \
  46                                   ('03', 'March'), ('04', 'April'),\
  47                                   ('05', 'May'), ('06', 'June'), \
  48                                   ('07', 'July'), ('08', 'August'),\
  49                                   ('09', 'September'), ('10', 'October'),\
  50                                   ('11', 'November'), ('12', 'December')], 'Month', readonly=True),
  51         'date_from': fields.datetime('Start Date', readonly=True, help="Start membership date"),
  52         'date_to': fields.datetime('End Date', readonly=True, help="End membership date"),
  53         'num_waiting': fields.integer('# Waiting', readonly=True),
  54         'num_invoiced': fields.integer('# Invoiced', readonly=True),
  55         'num_paid': fields.integer('# Paid', readonly=True),
  56         'tot_pending': fields.float('Pending Amount', digits_compute= dp.get_precision('Account'), readonly=True),
  57         'tot_earned': fields.float('Earned Amount', digits_compute= dp.get_precision('Account'), readonly=True),
  58         'partner_id': fields.many2one('res.partner', 'Member', readonly=True),
  59         'associate_member_id': fields.many2one('res.partner', 'Associate Member', readonly=True),
  60         'membership_id': fields.many2one('product.product', 'Membership Product', readonly=True),
  61         'membership_state': fields.selection(STATE, 'Current Membership State', readonly=True),
  62         'user_id': fields.many2one('res.users', 'Salesperson', readonly=True),
  63         'company_id': fields.many2one('res.company', 'Company', readonly=True)
  64         }
  65
  66     def init(self, cr):
  67         '''Create the view'''
  68         tools.drop_view_if_exists(cr, 'report_membership')
  69         cr.execute("""
  70         CREATE OR REPLACE VIEW report_membership AS (
  71         SELECT
  72         MIN(id) AS id,
  73         partner_id,
  74         user_id,
  75         membership_state,
  76         associate_member_id,
  77         membership_amount,
  78         date_from,
  79         date_to,
  80         year,
  81         month,
  82         COUNT(num_waiting) AS num_waiting,
  83         COUNT(num_invoiced) AS num_invoiced,
  84         COUNT(num_paid) AS num_paid,
  85         SUM(tot_pending) AS tot_pending,
  86         SUM(tot_earned) AS tot_earned,
  87         membership_id,
  88         company_id
  89         FROM
  90         (SELECT
  91             MIN(p.id) AS id,
  92             p.id AS partner_id,
  93             p.user_id AS user_id,
  94             p.membership_state AS membership_state,
  95             p.associate_member AS associate_member_id,
  96             p.membership_amount AS membership_amount,
  97             TO_CHAR(p.membership_start, 'YYYY-MM-DD') AS date_from,
  98             TO_CHAR(p.membership_stop, 'YYYY-MM-DD') AS date_to,
  99             TO_CHAR(p.membership_start, 'YYYY') AS year,
 100             TO_CHAR(p.membership_start,'MM') AS month,
 101             CASE WHEN ml.state = 'waiting'  THEN ml.id END AS num_waiting,
 102             CASE WHEN ml.state = 'invoiced' THEN ml.id END AS num_invoiced,
 103             CASE WHEN ml.state = 'paid'     THEN ml.id END AS num_paid,
 104             CASE WHEN ml.state IN ('waiting', 'invoiced') THEN SUM(il.price_subtotal) ELSE 0 END AS tot_pending,
 105             CASE WHEN ml.state = 'paid' OR p.membership_state = 'old' THEN SUM(il.price_subtotal) ELSE 0 END AS tot_earned,
 106             ml.membership_id AS membership_id,
 107             p.company_id AS company_id
 108             FROM res_partner p
 109             LEFT JOIN membership_membership_line ml ON (ml.partner = p.id)
 110             LEFT JOIN account_invoice_line il ON (ml.account_invoice_line = il.id)
 111             LEFT JOIN account_invoice ai ON (il.invoice_id = ai.id)
 112             WHERE p.membership_state != 'none' and p.active = 'true'
 113             GROUP BY
 114               p.id,
 115               p.user_id,
 116               p.membership_state,
 117               p.associate_member,
 118               p.membership_amount,
 119               TO_CHAR(p.membership_start, 'YYYY-MM-DD'),
 120               TO_CHAR(p.membership_stop, 'YYYY-MM-DD'),
 121               TO_CHAR(p.membership_start, 'YYYY'),
 122               TO_CHAR(p.membership_start,'MM'),
 123               ml.membership_id,
 124               p.company_id,
 125               ml.state,
 126               ml.id
 127         ) AS foo
 128         GROUP BY
 129             year,
 130             month,
 131             date_from,
 132             date_to,
 133             partner_id,
 134             user_id,
 135             membership_id,
 136             company_id,
 137             membership_state,
 138             associate_member_id,
 139             membership_amount
 140         )""")
 141
 142 report_membership()
 143
 144 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: