Skip to content

[19.0][ADD] subscription_oca: subscription analysis reporting#1471

Open
alvaro-domatix wants to merge 1 commit into
OCA:19.0from
alvaro-domatix:19.0-add-subscription_oca-reporting
Open

[19.0][ADD] subscription_oca: subscription analysis reporting#1471
alvaro-domatix wants to merge 1 commit into
OCA:19.0from
alvaro-domatix:19.0-add-subscription_oca-reporting

Conversation

@alvaro-domatix

Copy link
Copy Markdown

Adds a Reporting menu to analyse subscriptions with pivot and graph views, in the spirit of the Enterprise subscription reports but built only on community views.

A new sale.subscription.report SQL view (one row per subscription line) exposes the customer, template, product, category, stage, close reason, salesperson, team, dates and the monthly/annual recurring revenue in company currency. Three actions are available under Subscriptions ▸ Reporting:

  • Subscriptions Analysis — general pivot/graph over the full lifecycle;
  • MRR Breakdown — running subscriptions by template and product;
  • Churn Analysis — closed subscriptions and lost revenue by close reason.

Read access is granted to salesmen and a multi-company record rule isolates the report by company.

Depends on #1451 (compute MRR and ARR): the report model reads the recurring_monthly / recurring_yearly fields introduced there. The PR is opened against 19.0 so the diff currently includes that parent commit; once #1451 merges it auto-retargets and only the reporting additions remain.

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.
@alvaro-domatix alvaro-domatix force-pushed the 19.0-add-subscription_oca-reporting branch from 07629be to 64e69d9 Compare June 25, 2026 19:23
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants