[19.0][ADD] spreadsheet_dashboard_subscription_oca: subscription dashboards#118
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Note on the failing tests: the MRR/retention SQL views read |
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@alvaro-domatix thanks for this. However the spreadsheet default branch is still 18.0 as the core spreadsheet_oca and spreadsheet_dashboard_oca are not successfully migrated to 19.0 yet. |
…for subscriptions Add ready-to-use spreadsheet dashboards for subscriptions, built on the community `spreadsheet_dashboard` engine with no Enterprise dependency. Four dashboards are shipped under a dedicated *Subscriptions* group in the Dashboards app (`auto_install` wires them up when both `spreadsheet_dashboard` and `subscription_oca` are present): * **Subscriptions** — monthly/annual recurring revenue, active subscriptions and average MRR, with breakdowns by template, product category, sales team, salesperson, start month and stage. * **Salesperson** — recurring revenue and number of subscriptions by salesperson and sales team. * **MRR Evolution** — net/new/churned MRR and the cumulated MRR over time. MRR change events are derived from the current state (a positive event at start date and a negative one at close); mid-life expansion/contraction is not tracked, which would require a dedicated MRR event log. * **Retention** — cohort sizes and recurring revenue per start month, plus a survival curve built from the start and closing dates. All dashboards expose global filters (salesperson, sales team, customer, template) and refresh from the subscription analysis SQL models defined in this module. Depends on `subscription_oca` (OCA/contract) for the source data.
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@chrisandrewmann thanks for the context. I originally opened this as OCA/contract#1472 and moved it here following @popadron's placement review, so I'd like to double-check with you how you'd prefer to proceed. When I checked the 19.0 dependencies, Happy to hold this PR, or to close it and re-open OCA/contract#1472 if you'd rather keep this repo dormant until there's a clearer 19.0 policy. Let me know which you prefer and I'll align. |
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@alvaro-domatix thanks. I was hoping to contribute to spreadsheet_oca 19 migration but busy with other projects. I've actually submitted a PR to subscription_oca (OCA/contract#1463) for recurring automated payments which I feel should be high priority. |
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). The MRR/retention figures are produced by two SQL models defined in this module, which read the
recurring_monthlyfield ofsubscription_oca.