[19.0][ADD] subscription_oca: subscription analysis reporting

subscription_oca/README.rst

@@ -74,21 +74,36 @@ To create subscriptions with the sale of a product:
 
 Invoice and delivery addresses:
 
-- Each subscription has an *Invoice address* and a *Delivery address*.
-  They default to the customer's corresponding addresses and can be
-  overridden per subscription.
-- These addresses are propagated to the recurring invoices (the invoice
-  is addressed to the invoice address and records the delivery one) and
-  to the sale orders generated by the subscription.
-- The fields are shown when the *Customer Addresses* setting (group
-  *Display Delivery / Invoice addresses*) is enabled.
+-  Each subscription has an *Invoice address* and a *Delivery address*.
+   They default to the customer's corresponding addresses and can be
+   overridden per subscription.
+-  These addresses are propagated to the recurring invoices (the invoice
+   is addressed to the invoice address and records the delivery one) and
+   to the sale orders generated by the subscription.
+-  The fields are shown when the *Customer Addresses* setting (group
+   *Display Delivery / Invoice addresses*) is enabled.
+
+Reporting:
+
+-  Go to *Subscriptions > Reporting* to analyse your recurring revenue
+   with pivot and graph views:
+
+   -  *Subscriptions Analysis*: recurring revenue per line, groupable by
+      customer, template, product, salesperson or start month.
+   -  *MRR Breakdown*: monthly recurring revenue of the running
+      subscriptions by template and product.
+   -  *Churn Analysis*: closed subscriptions and the revenue lost,
+      grouped by close reason.
+
+-  All amounts are expressed in the company currency, so figures remain
+   comparable when subscriptions use pricelists in other currencies.
 
 Known issues / Roadmap
 ======================
 
-- Refactor all the onchanges that have business logic to computed
-  write-able fields when possible. Keep onchanges only for UI purposes.
-- Add tests.
+-  Refactor all the onchanges that have business logic to computed
+   write-able fields when possible. Keep onchanges only for UI purposes.
+-  Add tests.
 
 Bug Tracker
 ===========
@@ -112,22 +127,22 @@ Authors
 Contributors
 ------------
 
-- Carlos Martínez <carlos@domatix.com>
-- Carolina Ferrer <carolina@domatix.com>
-- `Ooops404 <https://www.ooops404.com>`__:
+-  Carlos Martínez <carlos@domatix.com>
+-  Carolina Ferrer <carolina@domatix.com>
+-  `Ooops404 <https://www.ooops404.com>`__:
 
-  - Ilyas <irazor147@gmail.com>
+   -  Ilyas <irazor147@gmail.com>
 
-- `Sygel <https://www.sygel.es>`__:
+-  `Sygel <https://www.sygel.es>`__:
 
-  - Harald Panten
-  - Valentin Vinagre
-  - Alberto Martínez
+   -  Harald Panten
+   -  Valentin Vinagre
+   -  Alberto Martínez
 
-- Dennis Sluijk <d.sluijk@onestein.nl>
-- `IKU Solutions <https://www.iku.solutions>`__:
+-  Dennis Sluijk <d.sluijk@onestein.nl>
+-  `IKU Solutions <https://www.iku.solutions>`__:
 
-  - Yan Chirino <yan.chirino@iku.solutions>
+   -  Yan Chirino <yan.chirino@iku.solutions>
 
 Maintainers
 -----------

subscription_oca/__init__.py

@@ -1,2 +1,3 @@
 from . import models
+from . import report
 from . import wizard

subscription_oca/__manifest__.py

@@ -24,6 +24,8 @@
         "wizard/close_subscription_wizard.xml",
         "security/subscription_security.xml",
         "security/ir.model.access.csv",
+        "security/sale_subscription_report_security.xml",
+        "report/sale_subscription_report_views.xml",
     ],
     "installable": True,
     "application": True,

subscription_oca/readme/USAGE.md

@@ -36,3 +36,16 @@ Invoice and delivery addresses:
     to the sale orders generated by the subscription.
 -   The fields are shown when the *Customer Addresses* setting
     (group *Display Delivery / Invoice addresses*) is enabled.
+
+Reporting:
+
+-   Go to *Subscriptions > Reporting* to analyse your recurring revenue
+    with pivot and graph views:
+    -   *Subscriptions Analysis*: recurring revenue per line, groupable
+        by customer, template, product, salesperson or start month.
+    -   *MRR Breakdown*: monthly recurring revenue of the running
+        subscriptions by template and product.
+    -   *Churn Analysis*: closed subscriptions and the revenue lost,
+        grouped by close reason.
+-   All amounts are expressed in the company currency, so figures remain
+    comparable when subscriptions use pricelists in other currencies.

subscription_oca/report/__init__.py

@@ -0,0 +1,2 @@
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from . import sale_subscription_report

subscription_oca/report/sale_subscription_report.py

@@ -0,0 +1,121 @@
+# Copyright 2026 Domatix - Alvaro Domatix
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models, tools
+
+
+class SaleSubscriptionReport(models.Model):
+    _name = "sale.subscription.report"
+    _description = "Subscription Analysis"
+    _auto = False
+    _rec_name = "subscription_id"
+    _order = "date_start desc"
+
+    subscription_id = fields.Many2one(
+        comodel_name="sale.subscription", string="Subscription", readonly=True
+    )
+    partner_id = fields.Many2one(
+        comodel_name="res.partner", string="Customer", readonly=True
+    )
+    template_id = fields.Many2one(
+        comodel_name="sale.subscription.template",
+        string="Subscription template",
+        readonly=True,
+    )
+    stage_id = fields.Many2one(
+        comodel_name="sale.subscription.stage", string="Stage", readonly=True
+    )
+    stage_type = fields.Selection(
+        [
+            ("draft", "Draft"),
+            ("pre", "Ready to start"),
+            ("in_progress", "In progress"),
+            ("post", "Closed"),
+        ],
+        string="Stage type",
+        readonly=True,
+    )
+    close_reason_id = fields.Many2one(
+        comodel_name="sale.subscription.close.reason",
+        string="Close Reason",
+        readonly=True,
+    )
+    user_id = fields.Many2one(
+        comodel_name="res.users", string="Commercial agent", readonly=True
+    )
+    crm_team_id = fields.Many2one(
+        comodel_name="crm.team", string="Sale team", readonly=True
+    )
+    company_id = fields.Many2one(
+        comodel_name="res.company", string="Company", readonly=True
+    )
+    company_currency_id = fields.Many2one(
+        comodel_name="res.currency", string="Company Currency", readonly=True
+    )
+    product_id = fields.Many2one(
+        comodel_name="product.product", string="Product", readonly=True
+    )
+    categ_id = fields.Many2one(
+        comodel_name="product.category", string="Product Category", readonly=True
+    )
+    in_progress = fields.Boolean(string="In progress", readonly=True)
+    to_renew = fields.Boolean(string="To renew", readonly=True)
+    date_start = fields.Date(string="Start date", readonly=True)
+    date_end = fields.Date(string="Finish date", readonly=True)
+    recurring_next_date = fields.Date(string="Next invoice date", readonly=True)
+    product_uom_qty = fields.Float(string="Quantity", readonly=True)
+    recurring_monthly = fields.Monetary(
+        string="Monthly recurring revenue",
+        currency_field="company_currency_id",
+        readonly=True,
+    )
+    recurring_yearly = fields.Monetary(
+        string="Annual recurring revenue",
+        currency_field="company_currency_id",
+        readonly=True,
+    )
+
+    def _select(self):
+        return """
+            SELECT
+                line.id AS id,
+                sub.id AS subscription_id,
+                sub.partner_id AS partner_id,
+                sub.template_id AS template_id,
+                sub.stage_id AS stage_id,
+                stage.type AS stage_type,
+                sub.close_reason_id AS close_reason_id,
+                sub.user_id AS user_id,
+                sub.crm_team_id AS crm_team_id,
+                sub.company_id AS company_id,
+                sub.company_currency_id AS company_currency_id,
+                line.product_id AS product_id,
+                template.categ_id AS categ_id,
+                sub.in_progress AS in_progress,
+                sub.to_renew AS to_renew,
+                sub.date_start AS date_start,
+                sub.date AS date_end,
+                sub.recurring_next_date AS recurring_next_date,
+                line.product_uom_qty AS product_uom_qty,
+                line.recurring_monthly AS recurring_monthly,
+                line.recurring_monthly * 12.0 AS recurring_yearly
+        """
+
+    def _from(self):
+        return """
+            FROM sale_subscription_line line
+            JOIN sale_subscription sub
+                ON sub.id = line.sale_subscription_id
+            LEFT JOIN sale_subscription_stage stage
+                ON stage.id = sub.stage_id
+            LEFT JOIN product_product product
+                ON product.id = line.product_id
+            LEFT JOIN product_template template
+                ON template.id = product.product_tmpl_id
+            WHERE sub.active = TRUE
+        """
+
+    def init(self):
+        tools.drop_view_if_exists(self.env.cr, self._table)
+        self.env.cr.execute(
+            f"CREATE OR REPLACE VIEW {self._table} AS ({self._select()} {self._from()})"
+        )