[19.0][ADD] spreadsheet_dashboard_subscription_oca: subscription dashboards#1472
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[19.0][ADD] spreadsheet_dashboard_subscription_oca: subscription dashboards#1472alvaro-domatix wants to merge 3 commits into
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Add two stored computed monetary fields on `sale.subscription`: * `recurring_monthly` — sum of the subscription lines normalised to a monthly amount (Monthly Recurring Revenue). * `recurring_yearly` — twelve times the monthly figure (Annual Recurring Revenue). Each line also exposes its own `recurring_monthly`, derived from `price_subtotal` and the template recurrence. A line that bills every N `days`, `weeks`, `months` or `years` is converted to months using 30.4375 average days per month for sub-monthly cadences and a direct multiplier otherwise, then divided by the `recurring_interval`. This makes subscriptions of different cadences directly comparable and sum-able, so reports can answer the basic "how much do I bill per month?" question without external spreadsheets. The fields are visible as a new MRR/ARR stat button on the subscription form, as optional columns with sum aggregation on the list view, and as a "With recurring revenue" filter on the search view. Migration: pure ORM recompute on `-u subscription_oca`. Expect roughly two seconds per ten thousand subscription lines.
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From my perspective, this addon would fit better in OCA/spreadsheet
Add a Reporting menu to analyse subscriptions with pivot and graph views, in the spirit of the Enterprise subscription reports but based only on community views: - New sale.subscription.report SQL view with one row per subscription line, exposing the customer, template, product, category, stage, close reason, salesperson, team, dates and the monthly/annual recurring revenue in company currency. - Three actions under Subscriptions > Reporting: Subscriptions Analysis, MRR Breakdown (running subscriptions by template and product) and Churn Analysis (closed subscriptions and lost revenue by close reason). - Read access for salesmen and a multi-company record rule on the report model.
…for subscriptions
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Following @popadron's placement review, this addon has been moved to its natural home in OCA/spreadsheet, where the rest of the ➡️ Continued in OCA/spreadsheet#118 (OCA/spreadsheet#118). Closing this one in favour of that PR. Thanks! |
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Adds ready-to-use spreadsheet dashboards for subscriptions, built on the community
spreadsheet_dashboardengine with no Enterprise dependency. Four dashboards are shipped under a dedicated Subscriptions group in the Dashboards app (auto_installwires them up when bothspreadsheet_dashboardandsubscription_ocaare present):All dashboards expose global filters (salesperson, sales team, customer, template).