diff --git a/addons/membership/membership.py b/addons/membership/membership.py
index 7bb84ef9ebb..1e92d3c619b 100644
--- a/addons/membership/membership.py
+++ b/addons/membership/membership.py
@@ -125,7 +125,7 @@ class membership_line(osv.osv):
_name = 'membership.membership_line'
_columns = {
'partner': fields.many2one('res.partner', 'Partner', ondelete='cascade', select=1),
- 'membership_id': fields.many2one('product.product', string="Membership", required=True),
+ 'membership_id': fields.many2one('product.product', string="Membership Product", required=True),
'date_from': fields.date('From', readonly=True),
'date_to': fields.date('To', readonly=True),
'date_cancel' : fields.date('Cancel date'),
@@ -133,7 +133,8 @@ class membership_line(osv.osv):
'member_price':fields.float('Member Price', digits_compute= dp.get_precision('Sale Price'), required=True),
'account_invoice_line': fields.many2one('account.invoice.line', 'Account Invoice line', readonly=True),
'account_invoice_id': fields.related('account_invoice_line', 'invoice_id', type='many2one', relation='account.invoice', string='Invoice', readonly=True),
- 'state': fields.function(_state, method=True, string='State', type='selection', selection=STATE),
+ 'state': fields.function(_state, method=True, string='Membership State', type='selection', selection=STATE, store=True),
+ 'company_id': fields.related('account_invoice_line', 'invoice_id', 'company_id', type="many2one", relation="res.company", string="Company", readonly=True, store=True)
}
_rec_name = 'partner'
_order = 'id desc'
diff --git a/addons/membership/report/report_membership.py b/addons/membership/report/report_membership.py
index 1bfdce82404..c4d31354840 100644
--- a/addons/membership/report/report_membership.py
+++ b/addons/membership/report/report_membership.py
@@ -21,6 +21,18 @@
from osv import fields, osv
import tools
+import decimal_precision as dp
+
+
+STATE = [
+ ('none', 'Non Member'),
+ ('canceled', 'Cancelled Member'),
+ ('old', 'Old Member'),
+ ('waiting', 'Waiting Member'),
+ ('invoiced', 'Invoiced Member'),
+ ('free', 'Free Member'),
+ ('paid', 'Paid Member'),
+]
class report_membership(osv.osv):
@@ -38,27 +50,21 @@ class report_membership(osv.osv):
('07', 'July'), ('08', 'August'),\
('09', 'September'), ('10', 'October'),\
('11', 'November'), ('12', 'December')], 'Month', readonly=True),
- 'date': fields.datetime('Create Date', readonly=True),
- 'canceled_number': fields.integer('Canceled', readonly=True),
- 'waiting_number': fields.integer('Waiting', readonly=True),
- 'invoiced_number': fields.integer('Invoiced', readonly=True),
- 'paid_number': fields.integer('Paid', readonly=True),
- 'canceled_amount': fields.float('Canceled', digits=(16, 2), readonly=True),
- 'waiting_amount': fields.float('Waiting', digits=(16, 2), readonly=True),
- 'invoiced_amount': fields.float('Invoiced', digits=(16, 2), readonly=True),
- 'paid_amount': fields.float('Paid', digits=(16, 2), readonly=True),
- 'currency': fields.many2one('res.currency', 'Currency', readonly=True,
- select=2),
-
- 'state':fields.selection([('draft', 'Non Member'),
- ('cancel', 'Cancelled Member'),
- ('done', 'Old Member'),
- ('open', 'Invoiced Member'),
- ('free', 'Free Member'), ('paid', 'Paid Member')], 'State'),
- 'partner_id': fields.many2one('res.partner', 'Members', readonly=True, select=3),
- 'membership_id': fields.many2one('product.product', 'Membership', readonly=True, select=3)
-
-
+ 'date_from': fields.datetime('Start Date', readonly=True, help="Start membership date"),
+ 'date_to': fields.datetime('End Date', readonly=True, help="End membership date"),
+ 'num_canceled': fields.integer('# Canceled', readonly=True),
+ 'num_old': fields.integer('# Old', readonly=True),
+ 'num_waiting': fields.integer('# Waiting', readonly=True),
+ 'num_invoiced': fields.integer('# Invoiced', readonly=True),
+ 'num_free': fields.integer('# Free', readonly=True),
+ 'num_paid': fields.integer('# Paid', readonly=True),
+ 'tot_pending': fields.float('Pending Amount', digits_compute= dp.get_precision('Account'), readonly=True),
+ 'tot_earned': fields.float('Earned Amount', digits_compute= dp.get_precision('Account'), readonly=True),
+ 'state':fields.selection(STATE, 'Membership State'),
+ 'partner_id': fields.many2one('res.partner', 'Members', readonly=True),
+ 'membership_id': fields.many2one('product.product', 'Membership Product', readonly=True),
+ 'user_id': fields.many2one('res.users', 'Salesman', readonly=True),
+ 'company_id': fields.many2one('res.company', 'Company', readonly=True)
}
def init(self, cr):
@@ -68,58 +74,59 @@ class report_membership(osv.osv):
CREATE OR REPLACE VIEW report_membership AS (
SELECT
MIN(id) as id,
- COUNT(ncanceled) as canceled_number,
- COUNT(npaid) as paid_number,
- COUNT(ninvoiced) as invoiced_number,
- COUNT(nwaiting) as waiting_number,
- SUM(acanceled) as canceled_amount,
- SUM(apaid) as paid_amount,
- SUM(ainvoiced) as invoiced_amount,
- SUM(awaiting) as waiting_amount,
+ COUNT(num_canceled) as num_canceled,
+ COUNT(num_old) as num_old,
+ COUNT(num_waiting) as num_waiting,
+ COUNT(num_invoiced) as num_invoiced,
+ COUNT(num_free) as num_free,
+ COUNT(num_paid) as num_paid,
+ SUM(tot_pending) as tot_pending,
+ SUM(tot_earned) as tot_earned,
year,
month,
- date,
+ date_from,
+ date_to,
partner_id,
membership_id,
- state,
- currency
-
- FROM (SELECT
- CASE WHEN ai.state = 'cancel' THEN ml.id END AS ncanceled,
- CASE WHEN ai.state = 'paid' THEN ml.id END AS npaid,
- CASE WHEN ai.state = 'open' THEN ml.id END AS ninvoiced,
- CASE WHEN (ai.state = 'draft' OR ai.state = 'proforma')
- THEN ml.id END AS nwaiting,
- CASE WHEN ai.state = 'cancel'
- THEN SUM(ail.price_unit * ail.quantity * (1 - ail.discount / 100))
- ELSE 0 END AS acanceled,
- CASE WHEN ai.state = 'paid'
- THEN SUM(ail.price_unit * ail.quantity * (1 - ail.discount / 100))
- ELSE 0 END AS apaid,
- CASE WHEN ai.state = 'open'
- THEN SUM(ail.price_unit * ail.quantity * (1 - ail.discount / 100))
- ELSE 0 END AS ainvoiced,
- CASE WHEN (ai.state = 'draft' OR ai.state = 'proforma')
- THEN SUM(ail.price_unit * ail.quantity * (1 - ail.discount / 100))
- ELSE 0 END AS awaiting,
+ company_id,
+ user_id,
+ state
+ FROM
+ (SELECT
+ CASE WHEN ml.state = 'canceled' THEN ml.id END AS num_canceled,
+ CASE WHEN ml.state = 'old' THEN ml.id END AS num_old,
+ 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 = 'free' THEN ml.id END AS num_free,
+ CASE WHEN ml.state = 'paid' THEN ml.id END AS num_paid,
+ CASE WHEN ml.state IN ('waiting', 'invoiced') THEN SUM(il.price_subtotal) ELSE 0 END AS tot_pending,
+ CASE WHEN ml.state IN ('old', 'paid') THEN SUM(il.price_subtotal) ELSE 0 END AS tot_earned,
TO_CHAR(ml.date_from, 'YYYY') AS year,
- TO_CHAR(ml.date_from, 'MM')as month,
- TO_CHAR(ml.date_from, 'YYYY-MM-DD') as date,
- ai.partner_id AS partner_id,
- ai.currency_id AS currency,
- ai.state as state,
+ TO_CHAR(ml.date_from, 'MM') AS month,
+ TO_CHAR(ml.date_from, 'YYYY-MM-DD') AS date_from,
+ TO_CHAR(ml.date_to, 'YYYY-MM-DD') AS date_to,
+ ml.partner AS partner_id,
MIN(ml.id) AS id,
- ml.membership_id AS membership_id
+ ml.membership_id AS membership_id,
+ p.user_id AS user_id,
+ ml.company_id AS company_id,
+ ml.state AS state
FROM membership_membership_line ml
- JOIN (account_invoice_line ail
- LEFT JOIN account_invoice ai
- ON (ail.invoice_id = ai.id))
- ON (ml.account_invoice_line = ail.id)
- JOIN res_partner p
- ON (ml.partner = p.id)
- GROUP BY TO_CHAR(ml.date_from, 'YYYY'), TO_CHAR(ml.date_from, 'MM'), TO_CHAR(ml.date_from, 'YYYY-MM-DD'), ai.state, ai.partner_id,
- ai.currency_id, ml.id, ml.membership_id) AS foo
- GROUP BY year, month, date, currency, partner_id, membership_id, state)
+ LEFT JOIN account_invoice_line il ON (ml.account_invoice_line = il.id)
+ LEFT JOIN account_invoice ai ON (il.invoice_id = ai.id)
+ LEFT JOIN res_partner p ON (ml.partner = p.id)
+ GROUP BY
+ TO_CHAR(ml.date_from, 'YYYY'),
+ TO_CHAR(ml.date_from, 'MM'),
+ TO_CHAR(ml.date_from, 'YYYY-MM-DD'),
+ TO_CHAR(ml.date_to, 'YYYY-MM-DD'),
+ ml.partner,
+ ml.id,
+ p.user_id,
+ ml.company_id,
+ ml.state,
+ ml.membership_id) AS foo
+ GROUP BY year, month, date_from, date_to, partner_id, user_id, membership_id, company_id, state)
""")
report_membership()
diff --git a/addons/membership/report/report_membership_view.xml b/addons/membership/report/report_membership_view.xml
index 90330a92a55..962345cf1ae 100644
--- a/addons/membership/report/report_membership_view.xml
+++ b/addons/membership/report/report_membership_view.xml
@@ -12,13 +12,21 @@
+
-
-
-
-
-
-
+
+
+
+
+
+
+
+
+
+
+
+
+
@@ -31,40 +39,43 @@
+ domain="[('date_from','<=', time.strftime('%%Y-%%m-%%d')), ('date_from','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
+ domain="[('date_from','<=', time.strftime('%%Y-%%m-%%d')), ('date_from','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
+ domain="[('state','=','invoiced')]"/>
-
+ domain="[('state','=', 'waiting')]"/>
-
-
+
+
-
+
-
-
+
+
-
@@ -107,7 +118,7 @@
-