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-rwxr-xr-xaddons/membership/membership.py6
-rwxr-xr-xaddons/membership/report.moved/__init__.py22
-rwxr-xr-xaddons/membership/report.moved/report_membership.py175
-rwxr-xr-xaddons/membership/report.moved/report_membership_view.xml211
-rw-r--r--addons/membership/report/report_membership.py124
-rw-r--r--addons/membership/report/report_membership_view.xml233
-rwxr-xr-xaddons/membership/security/ir.model.access.csv3
-rw-r--r--addons/membership/test.moved/test_membership.yml115
-rwxr-xr-xaddons/membership/wizard/membership_invoice_view.xml2
-rwxr-xr-xaddons/membership/wizard/membership_unpaid_invoice_view.xml4
10 files changed, 110 insertions, 785 deletions
diff --git a/addons/membership/membership.py b/addons/membership/membership.py
index ebcaf4cfb83..9ff1c5d5b93 100755
--- a/addons/membership/membership.py
+++ b/addons/membership/membership.py
@@ -201,10 +201,10 @@ class membership_line(osv.osv):
_name = 'membership.membership_line'
_columns = {
'partner': fields.many2one('res.partner', 'Partner', ondelete='cascade', select=1),
- 'date_from': fields.date('From'),
- 'date_to': fields.date('To'),
+ 'date_from': fields.date('From', readonly=True),
+ 'date_to': fields.date('To', readonly=True),
'date_cancel' : fields.date('Cancel date'),
- 'account_invoice_line': fields.many2one('account.invoice.line', 'Account Invoice line'),
+ 'account_invoice_line': fields.many2one('account.invoice.line', 'Account Invoice line', readonly=True),
'state': fields.function(_state, method=True, string='State', type='selection', selection=STATE),
}
_rec_name = 'partner'
diff --git a/addons/membership/report.moved/__init__.py b/addons/membership/report.moved/__init__.py
deleted file mode 100755
index dd247c52f3a..00000000000
--- a/addons/membership/report.moved/__init__.py
+++ /dev/null
@@ -1,22 +0,0 @@
-# -*- coding: utf-8 -*-
-##############################################################################
-#
-# OpenERP, Open Source Management Solution
-# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
-#
-# This program is free software: you can redistribute it and/or modify
-# it under the terms of the GNU Affero General Public License as
-# published by the Free Software Foundation, either version 3 of the
-# License, or (at your option) any later version.
-#
-# This program is distributed in the hope that it will be useful,
-# but WITHOUT ANY WARRANTY; without even the implied warranty of
-# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
-# GNU Affero General Public License for more details.
-#
-# You should have received a copy of the GNU Affero General Public License
-# along with this program. If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-import report_membership
diff --git a/addons/membership/report.moved/report_membership.py b/addons/membership/report.moved/report_membership.py
deleted file mode 100755
index 50273fbace4..00000000000
--- a/addons/membership/report.moved/report_membership.py
+++ /dev/null
@@ -1,175 +0,0 @@
-# -*- coding: utf-8 -*-
-##############################################################################
-#
-# OpenERP, Open Source Management Solution
-# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
-#
-# This program is free software: you can redistribute it and/or modify
-# it under the terms of the GNU Affero General Public License as
-# published by the Free Software Foundation, either version 3 of the
-# License, or (at your option) any later version.
-#
-# This program is distributed in the hope that it will be useful,
-# but WITHOUT ANY WARRANTY; without even the implied warranty of
-# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
-# GNU Affero General Public License for more details.
-#
-# You should have received a copy of the GNU Affero General Public License
-# along with this program. If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-from osv import fields, osv
-import tools
-
-
-class ReportPartnerMemberYear(osv.osv):
- '''Membership by Years'''
-
- _name = 'report.partner_member.year'
- _description = __doc__
- _auto = False
- _rec_name = 'year'
- _columns = {
- 'year': fields.char('Year', size='4', readonly=True, select=1),
- '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),
- }
-
- def init(self, cr):
- '''Create the view'''
- cr.execute("""
- CREATE OR REPLACE VIEW report_partner_member_year 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,
- year,
- 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,
- TO_CHAR(ml.date_from, 'YYYY') AS year,
- ai.currency_id AS currency,
- MIN(ml.id) AS id
- 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'), ai.state,
- ai.currency_id, ml.id) AS foo
- GROUP BY year, currency)
- """)
-ReportPartnerMemberYear()
-
-class ReportPartnerMemberYearNew(osv.osv):
- '''New Membership by Years'''
-
- _name = 'report.partner_member.year_new'
- _description = __doc__
- _auto = False
- _rec_name = 'year'
- _columns = {
- 'year': fields.char('Year', size='4', readonly=True, select=1),
- '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),
- }
-
- def init(self, cursor):
- '''Create the view'''
- cursor.execute("""
- CREATE OR REPLACE VIEW report_partner_member_year_new 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,
- year,
- currency
- FROM (SELECT
- CASE WHEN ai.state = 'cancel' THEN ml2.id END AS ncanceled,
- CASE WHEN ai.state = 'paid' THEN ml2.id END AS npaid,
- CASE WHEN ai.state = 'open' THEN ml2.id END AS ninvoiced,
- CASE WHEN (ai.state = 'draft' OR ai.state = 'proforma')
- THEN ml2.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,
- TO_CHAR(ml2.date_from, 'YYYY') AS year,
- ai.currency_id AS currency,
- MIN(ml2.id) AS id
- FROM (SELECT
- partner AS id,
- MIN(date_from) AS date_from
- FROM membership_membership_line
- GROUP BY partner
- ) AS ml1
- JOIN membership_membership_line ml2
- JOIN (account_invoice_line ail
- LEFT JOIN account_invoice ai
- ON (ail.invoice_id = ai.id))
- ON (ml2.account_invoice_line = ail.id)
- ON (ml1.id = ml2.partner AND ml1.date_from = ml2.date_from)
- JOIN res_partner p
- ON (ml2.partner = p.id)
- GROUP BY TO_CHAR(ml2.date_from, 'YYYY'), ai.state,
- ai.currency_id, ml2.id) AS foo
- GROUP BY year, currency
- )
- """)
-
-ReportPartnerMemberYearNew() \ No newline at end of file
diff --git a/addons/membership/report.moved/report_membership_view.xml b/addons/membership/report.moved/report_membership_view.xml
deleted file mode 100755
index 6f15636847b..00000000000
--- a/addons/membership/report.moved/report_membership_view.xml
+++ /dev/null
@@ -1,211 +0,0 @@
-<?xml version="1.0"?>
-<openerp>
- <data>
- <!-- REPORTING/MEMBERSHIP BY YEAR -->
-
-
- <record model="ir.ui.view" id="view_report_partner_member_year_tree1">
- <field name="name">report.partner_member.year.tree</field>
- <field name="model">report.partner_member.year</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Membership by Years">
- <field name="canceled_number"/>
- <field name="waiting_number"/>
- <field name="invoiced_number"/>
- <field name="paid_number"/>
- <field name="year"/>
- </tree>
- </field>
- </record>
-
-
- <record model="ir.ui.view" id="view_report_partner_member_year_tree2">
- <field name="name">report.partner_member.year.tree</field>
- <field name="model">report.partner_member.year</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Membership by Years">
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- <field name="currency"/>
- <field name="year"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_graph1">
- <field name="name">report.partner_member.year.graph1</field>
- <field name="model">report.partner_member.year</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Membership by Years" type="bar">
- <field name="year"/>
- <field name="canceled_number"/>
- <field name="waiting_number"/>
- <field name="invoiced_number"/>
- <field name="paid_number"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_graph2">
- <field name="name">report.partner_member.year.graph2</field>
- <field name="model">report.partner_member.year</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Membership by Years" type="bar">
- <field name="year"/>
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_partner_member_year_tree">
- <field name="res_model">report.partner_member.year</field>
- <field name="view_type">form</field>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view1">
- <field name="sequence" eval="3"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_tree1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view4">
- <field name="sequence" eval="4"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_tree2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view2">
- <field name="sequence" eval="1"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_graph1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view3">
- <field name="sequence" eval="2"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_graph2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
- <menuitem name="Membership by Years" parent="menu_reporting"
- action="action_report_partner_member_year_tree"
- id="menu_report_partner_member_year"/>
-
-
- <!-- REPORTING/NEW MEMBERSHIP BY YEAR -->
-
-
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_tree1">
- <field name="name">report.partner_member.year_new.tree</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="New Membership by Years">
- <field name="canceled_number"/>
- <field name="waiting_number"/>
- <field name="invoiced_number"/>
- <field name="paid_number"/>
- <field name="year"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_tree2">
- <field name="name">report.partner_member.year_new.tree</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="New Membership by Years">
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- <field name="currency"/>
- <field name="year"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_graph1">
- <field name="name">report.partner_member.year_new.graph1</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="New Membership by Years" type="bar">
- <field name="year"/>
- <field name="canceled_number"/>
- <field name="waiting_number"/>
- <field name="invoiced_number"/>
- <field name="paid_number"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_graph2">
- <field name="name">report.partner_member.year_new.graph2</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="New Membership by Years" type="bar">
- <field name="year"/>
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_partner_member_year_new_tree">
- <field name="res_model">report.partner_member.year_new</field>
- <field name="view_type">form</field>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view4">
- <field name="sequence" eval="4"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_new_tree2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view1">
- <field name="sequence" eval="3"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_new_tree1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view2">
- <field name="sequence" eval="1"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_new_graph1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view3">
- <field name="sequence" eval="2"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_new_graph2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
- </record>
-
- <menuitem name="New Membership by Years" parent="menu_reporting"
- action="action_report_partner_member_year_new_tree"
- id="menu_report_partner_member_year_new"/>
-
- </data>
-</openerp> \ No newline at end of file
diff --git a/addons/membership/report/report_membership.py b/addons/membership/report/report_membership.py
index 50273fbace4..cd0142f5604 100644
--- a/addons/membership/report/report_membership.py
+++ b/addons/membership/report/report_membership.py
@@ -23,15 +23,22 @@ from osv import fields, osv
import tools
-class ReportPartnerMemberYear(osv.osv):
+class report_membership(osv.osv):
'''Membership by Years'''
- _name = 'report.partner_member.year'
+ _name = 'report.membership'
_description = __doc__
_auto = False
_rec_name = 'year'
_columns = {
- 'year': fields.char('Year', size='4', readonly=True, select=1),
+ 'year': fields.char('Year', size=4, readonly=True, select=1),
+ 'month':fields.selection([('01', 'January'), ('02', 'February'), \
+ ('03', 'March'), ('04', 'April'),\
+ ('05', 'May'), ('06', 'June'), \
+ ('07', 'July'), ('08', 'August'),\
+ ('09', 'September'), ('10', 'October'),\
+ ('11', 'November'), ('12', 'December')], 'Month', readonly=True),
+ 'create_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),
@@ -42,14 +49,23 @@ class ReportPartnerMemberYear(osv.osv):
'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)
+
+
+}
def init(self, cr):
'''Create the view'''
cr.execute("""
- CREATE OR REPLACE VIEW report_partner_member_year AS (
+ CREATE OR REPLACE VIEW report_membership AS (
SELECT
- MIN(id) AS id,
+ MIN(id) as id,
COUNT(ncanceled) as canceled_number,
COUNT(npaid) as paid_number,
COUNT(ninvoiced) as invoiced_number,
@@ -59,7 +75,12 @@ class ReportPartnerMemberYear(osv.osv):
SUM(ainvoiced) as invoiced_amount,
SUM(awaiting) as waiting_amount,
year,
+ month,
+ create_date,
+ partner_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,
@@ -79,7 +100,11 @@ class ReportPartnerMemberYear(osv.osv):
THEN SUM(ail.price_unit * ail.quantity * (1 - ail.discount / 100))
ELSE 0 END AS awaiting,
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 create_date,
+ ai.partner_id AS partner_id,
ai.currency_id AS currency,
+ ai.state as state,
MIN(ml.id) AS id
FROM membership_membership_line ml
JOIN (account_invoice_line ail
@@ -88,88 +113,11 @@ class ReportPartnerMemberYear(osv.osv):
ON (ml.account_invoice_line = ail.id)
JOIN res_partner p
ON (ml.partner = p.id)
- GROUP BY TO_CHAR(ml.date_from, 'YYYY'), ai.state,
+ 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) AS foo
- GROUP BY year, currency)
+ GROUP BY year, month, create_date, currency, partner_id, state)
""")
-ReportPartnerMemberYear()
-
-class ReportPartnerMemberYearNew(osv.osv):
- '''New Membership by Years'''
-
- _name = 'report.partner_member.year_new'
- _description = __doc__
- _auto = False
- _rec_name = 'year'
- _columns = {
- 'year': fields.char('Year', size='4', readonly=True, select=1),
- '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),
- }
-
- def init(self, cursor):
- '''Create the view'''
- cursor.execute("""
- CREATE OR REPLACE VIEW report_partner_member_year_new 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,
- year,
- currency
- FROM (SELECT
- CASE WHEN ai.state = 'cancel' THEN ml2.id END AS ncanceled,
- CASE WHEN ai.state = 'paid' THEN ml2.id END AS npaid,
- CASE WHEN ai.state = 'open' THEN ml2.id END AS ninvoiced,
- CASE WHEN (ai.state = 'draft' OR ai.state = 'proforma')
- THEN ml2.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,
- TO_CHAR(ml2.date_from, 'YYYY') AS year,
- ai.currency_id AS currency,
- MIN(ml2.id) AS id
- FROM (SELECT
- partner AS id,
- MIN(date_from) AS date_from
- FROM membership_membership_line
- GROUP BY partner
- ) AS ml1
- JOIN membership_membership_line ml2
- JOIN (account_invoice_line ail
- LEFT JOIN account_invoice ai
- ON (ail.invoice_id = ai.id))
- ON (ml2.account_invoice_line = ail.id)
- ON (ml1.id = ml2.partner AND ml1.date_from = ml2.date_from)
- JOIN res_partner p
- ON (ml2.partner = p.id)
- GROUP BY TO_CHAR(ml2.date_from, 'YYYY'), ai.state,
- ai.currency_id, ml2.id) AS foo
- GROUP BY year, currency
- )
- """)
+
+report_membership()
-ReportPartnerMemberYearNew() \ No newline at end of file
+# \ No newline at end of file
diff --git a/addons/membership/report/report_membership_view.xml b/addons/membership/report/report_membership_view.xml
index 6f15636847b..76c0dff4404 100644
--- a/addons/membership/report/report_membership_view.xml
+++ b/addons/membership/report/report_membership_view.xml
@@ -4,44 +4,75 @@
<!-- REPORTING/MEMBERSHIP BY YEAR -->
- <record model="ir.ui.view" id="view_report_partner_member_year_tree1">
- <field name="name">report.partner_member.year.tree</field>
- <field name="model">report.partner_member.year</field>
+ <record model="ir.ui.view" id="view_report_membership_tree1">
+ <field name="name">report.membership.tree</field>
+ <field name="model">report.membership</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Membership by Years">
+ <tree string="Membership">
+ <field name="state"/>
+ <field name="partner_id"/>
<field name="canceled_number"/>
<field name="waiting_number"/>
<field name="invoiced_number"/>
<field name="paid_number"/>
<field name="year"/>
+ <field name="month"/>
</tree>
</field>
</record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_tree2">
- <field name="name">report.partner_member.year.tree</field>
- <field name="model">report.partner_member.year</field>
- <field name="type">tree</field>
+ <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="type">search</field>
<field name="arch" type="xml">
- <tree string="Membership by Years">
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- <field name="currency"/>
- <field name="year"/>
- </tree>
+ <search string="Membership">
+ <group col="8" colspan="4">
+ <filter string="Last 365 Days" icon="terp-go-year"
+ domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
+ <filter string="Last 30 Days" icon="terp-go-month" name="month"
+ domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
+ <separator orientation="vertical"/>
+ <filter icon="terp-camera_test"
+ string="Invoiced"
+ domain="[('state','=','open')]"/>
+ <filter icon="terp-check"
+ string="Paid"
+ domain="[('state','=','paid')]"/>
+ <filter icon="terp-gtk-media-pause"
+ string="Waiting"
+ default="1" name="none"
+ domain="[('state','=', 'draft')]"/>
+
+ <separator orientation="vertical"/>
+ <field name="partner_id"/>
+ </group>
+ <newline/>
+ <group expand="0" string="Group By..." colspan="4" col="12">
+ <filter string="Members" icon="terp-personal" name="member"
+ domain="[]" context="{'group_by':'partner_id'}"/>
+
+ <filter string="state" icon="terp-stock_effects-object-colorize"
+ domain="[]" context="{'group_by':'state'}"/>
+
+ <separator orientation="vertical"/>
+ <filter string="Year" name="year" icon="terp-go-year"
+ domain="[]" context="{'group_by':'year'}"/>
+ <filter string="Month" name="month" icon="terp-go-month"
+ domain="[]" context="{'group_by':'month'}"/>
+
+ </group>
+ </search>
</field>
</record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_graph1">
- <field name="name">report.partner_member.year.graph1</field>
- <field name="model">report.partner_member.year</field>
+
+ <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="type">graph</field>
<field name="arch" type="xml">
- <graph string="Membership by Years" type="bar">
+ <graph string="Membership" type="bar">
<field name="year"/>
<field name="canceled_number"/>
<field name="waiting_number"/>
@@ -51,161 +82,31 @@
</field>
</record>
- <record model="ir.ui.view" id="view_report_partner_member_year_graph2">
- <field name="name">report.partner_member.year.graph2</field>
- <field name="model">report.partner_member.year</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Membership by Years" type="bar">
- <field name="year"/>
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_partner_member_year_tree">
- <field name="res_model">report.partner_member.year</field>
+ <record model="ir.actions.act_window" id="action_report_membership_tree">
+ <field name="res_model">report.membership</field>
<field name="view_type">form</field>
+ <field name="search_view_id" ref="view_report_membership_search"/>
+ <field name="context">{"search_default_member":1}</field>
</record>
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view1">
- <field name="sequence" eval="3"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_tree1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view4">
- <field name="sequence" eval="4"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_tree2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view2">
+ <record model="ir.actions.act_window.view" id="action_report_membership_tree_view1">
<field name="sequence" eval="1"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_graph1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_tree_view3">
- <field name="sequence" eval="2"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_graph2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_tree"/>
- </record>
-
- <menuitem name="Membership by Years" parent="menu_reporting"
- action="action_report_partner_member_year_tree"
- id="menu_report_partner_member_year"/>
-
-
- <!-- REPORTING/NEW MEMBERSHIP BY YEAR -->
-
-
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_tree1">
- <field name="name">report.partner_member.year_new.tree</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="New Membership by Years">
- <field name="canceled_number"/>
- <field name="waiting_number"/>
- <field name="invoiced_number"/>
- <field name="paid_number"/>
- <field name="year"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_tree2">
- <field name="name">report.partner_member.year_new.tree</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="New Membership by Years">
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- <field name="currency"/>
- <field name="year"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_graph1">
- <field name="name">report.partner_member.year_new.graph1</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="New Membership by Years" type="bar">
- <field name="year"/>
- <field name="canceled_number"/>
- <field name="waiting_number"/>
- <field name="invoiced_number"/>
- <field name="paid_number"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_report_partner_member_year_new_graph2">
- <field name="name">report.partner_member.year_new.graph2</field>
- <field name="model">report.partner_member.year_new</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="New Membership by Years" type="bar">
- <field name="year"/>
- <field name="canceled_amount"/>
- <field name="waiting_amount"/>
- <field name="invoiced_amount"/>
- <field name="paid_amount"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_partner_member_year_new_tree">
- <field name="res_model">report.partner_member.year_new</field>
- <field name="view_type">form</field>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view4">
- <field name="sequence" eval="4"/>
<field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_new_tree2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
+ <field name="view_id" ref="view_report_membership_tree1"/>
+ <field name="act_window_id" ref="action_report_membership_tree"/>
</record>
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view1">
- <field name="sequence" eval="3"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_report_partner_member_year_new_tree1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
- </record>
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view2">
- <field name="sequence" eval="1"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_new_graph1"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
- </record>
-
- <record model="ir.actions.act_window.view" id="action_report_partner_member_year_new_tree_view3">
- <field name="sequence" eval="2"/>
+ <record model="ir.actions.act_window.view" id="action_report_membership_tree_view2">
+ <field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
- <field name="view_id" ref="view_report_partner_member_year_new_graph2"/>
- <field name="act_window_id" ref="action_report_partner_member_year_new_tree"/>
+ <field name="view_id" ref="view_report_membership_graph1"/>
+ <field name="act_window_id" ref="action_report_membership_tree"/>
</record>
- <menuitem name="New Membership by Years" parent="menu_reporting"
- action="action_report_partner_member_year_new_tree"
- id="menu_report_partner_member_year_new"/>
+ <menuitem name="Membership" parent="menu_reporting"
+ action="action_report_membership_tree"
+ id="menu_report_membership"/>
</data>
</openerp> \ No newline at end of file
diff --git a/addons/membership/security/ir.model.access.csv b/addons/membership/security/ir.model.access.csv
index cb722db567a..9f2d1681b0f 100755
--- a/addons/membership/security/ir.model.access.csv
+++ b/addons/membership/security/ir.model.access.csv
@@ -1,7 +1,6 @@
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_membership_membership_line_partner_manager","membership.membership_line partner_manager","model_membership_membership_line","base.group_partner_manager",1,1,1,1
"access_membership_membership_line","membership.membership_line","model_membership_membership_line",,1,0,0,0
-"access_report_partner_member_year","report.partner_member.year","model_report_partner_member_year","base.group_partner_manager",1,0,0,0
-"access_report_partner_member_year_new","report.partner_member.year_new","model_report_partner_member_year_new","base.group_partner_manager",1,0,0,0
+"access_report_membership","report.membership","model_report_membership","base.group_partner_manager",1,0,0,0
"access_membership_invoice","membership.invoice","model_membership_invoice",,1,1,1,1
"access_membership_unpaid_invoice","membership.unpaid.invoice","model_membership_unpaid_invoice",,1,0,0,0
diff --git a/addons/membership/test.moved/test_membership.yml b/addons/membership/test.moved/test_membership.yml
deleted file mode 100644
index 5a67ea7f476..00000000000
--- a/addons/membership/test.moved/test_membership.yml
+++ /dev/null
@@ -1,115 +0,0 @@
-- |
- In Order to test the Membership in OpenERP, which allows us to manage all operations for managing memberships.
-- |
- We have to create "Membership Products" to make it available for partner or customer to make membership with it.
- select product type to "service" type and membership field is ticked to visible this product while creating membership for the partner.
--
- !record {model: product.product, id: product_product_membershipproduct0}:
- categ_id: product.cat1
- membership: 1
- membership_date_from: '2009-06-01'
- membership_date_to: '2010-06-01'
- name: Membership Products
- type: service
- list_price: 80.00
-
-- |
- I create new member "Mark Johnson" and I provide an address to this
- new customer, as well as an email "info@mycustomer.com".
--
- !record {model: res.partner, id: res_partner_markjohnson0}:
- address:
- - city: paris
- country_id: base.fr
- name: Arthur Grosbonnet
- street: 1 rue Rockfeller
- title: M.
- type: default
- zip: '75016'
- credit_limit: 0.0
- membership_amount: 0.0
- name: Mark Johnson
- property_account_payable: account.a_pay
- property_account_receivable: account.a_recv
-
-- |
- I check that "Current membership state" is set to "Non Member".
--
- !assert {model: res.partner, id: res_partner_markjohnson0}:
- - membership_state == 'none'
-- |
- I can make it a Free member by selecting the "Free member" check box.
--
- !record {model: res.partner, id: membership.res_partner_markjohnson0}:
- free_member: 1
-- |
- Now, I create Membership Invoices using wizard available on partner and Select Membership Product.
--
- !record {model: membership.invoice, id: membership_invoice_0}:
- product_id: membership.product_product_membershipproduct0
-- |
- I check that address is defined or not for this Member.
--
- !python {model: membership.invoice}: |
- partner_ids = [ref('res_partner_markjohnson0')]
- addre_obj = self.pool.get('res.partner.address')
- ids = addre_obj.search(cr, uid, [('partner_id', '=', partner_ids)])
-
- addre_id = addre_obj.browse(cr, uid, ids)[0]
- assert addre_id.partner_id
- assert addre_id.id
- assert addre_id.type
-
-- |
- I click on "Confirm" button of this wizard.
--
- !python {model: membership.invoice}: |
- self.membership_invoice(cr, uid, [ref("membership_invoice_0")], {"active_ids": [ref("membership.res_partner_markjohnson0")]})
-
-- |
- I check that Invoice is created for this members.
--
- !python {model: res.partner}: |
- invoice_obj = self.pool.get('account.invoice')
- partner_obj = self.pool.get('res.partner')
- product_obj = self.pool.get('product.product')
- invoice_line_obj = self.pool.get(('account.invoice.line'))
-
- partner_id = self.browse(cr, uid, [ref('res_partner_markjohnson0')])[0]
- ids = invoice_obj.search(cr, uid, [('partner_id', '=', partner_id.id), ('account_id', '=', partner_id.property_account_receivable.id)])
- invoice_id = invoice_obj.browse(cr, uid, ids)[0]
-
- product = product_obj.browse(cr, uid, [ref('product_product_membershipproduct0')], context=context)[0]
- line_ids = invoice_line_obj.search(cr, uid, [('product_id', '=', product.id), ('invoice_id', '=', invoice_id.id)])
- line_id = invoice_line_obj.browse(cr, uid, line_ids)[0]
-
- assert line_id.product_id.id == product.id
- assert invoice_id.partner_id.id == partner_id.id
-
-- |
- I check that the "Current membership state" will remain same untill opening the invoice.
--
- !assert {model: res.partner, id: res_partner_markjohnson0}:
- - membership_state == 'free'
-
-- |
- "Current membership state" of any member depends on the state of invoice.
- So, I check that invoice is in draft state then the "membership state" of a member is "Waiting member".
--
- !python {model: membership.membership_line}: |
- partner_id = self.pool.get('res.partner').browse(cr, uid, [ref('res_partner_markjohnson0')])[0]
- ids = self.search(cr, uid, [('partner', '=', partner_id.id)])
- current_id = self.browse(cr, uid, ids)[0]
-
- partner_obj = self.pool.get('res.partner')
- inv_obj = self.pool.get('account.invoice')
-
- ids = inv_obj.search(cr, uid, [('partner_id', '=', partner_id.id), ('account_id', '=', partner_id.property_account_receivable.id)])
- inv_id = inv_obj.browse(cr, uid, ids)[0]
- if inv_id.state == 'draft':
- assert current_id == 'waiting'
-- |
- When the invoice is in open state it become Invoiced Member, When the invoice is in paid state the same "Current membership state" changed to Paid Member.
- Now, If we cancel the invoice "Current membership state" changed to Cancel Member.
-
- \ No newline at end of file
diff --git a/addons/membership/wizard/membership_invoice_view.xml b/addons/membership/wizard/membership_invoice_view.xml
index c18c53d6679..858ac50425c 100755
--- a/addons/membership/wizard/membership_invoice_view.xml
+++ b/addons/membership/wizard/membership_invoice_view.xml
@@ -12,7 +12,7 @@
<field name="product_id" context="{'product':membership_product}" domain="[('membership','=',True)]"/>
</group>
<group colspan="4" col="6">
- <button icon="gtk-cancel" special="cancel" string="Cancel"/>
+ <button icon="gtk-close" special="cancel" string="Close"/>
<button icon="gtk-ok" string="Confirm" name="membership_invoice" type="object"/>
</group>
</form>
diff --git a/addons/membership/wizard/membership_unpaid_invoice_view.xml b/addons/membership/wizard/membership_unpaid_invoice_view.xml
index 52825386cb7..6b57c49572b 100755
--- a/addons/membership/wizard/membership_unpaid_invoice_view.xml
+++ b/addons/membership/wizard/membership_unpaid_invoice_view.xml
@@ -12,8 +12,8 @@
<field name="product" context="{'product':membership_product}" domain="[('membership','=',True)]"/>
</group>
<group colspan="4" col="6">
- <button icon="gtk-cancel" special="cancel" string="Cancel"/>
- <button icon="gtk-ok" string="Unpaid Partners" name="_invoice_membership" type="object"/>
+ <button icon="gtk-close" special="cancel" string="Close"/>
+ <button icon="gtk-ok" string="Unpaid Partners" name="invoice_membership" type="object"/>
</group>
</form>
</field>