T3227 - new info about survival program for churches in odoo

sponsorship_compassion/i18n/de.po

@@ -1001,7 +1001,7 @@ msgstr "Anzahl der servierten Mahlzeiten"
 #. module: sponsorship_compassion
 #: model:ir.model.fields,field_description:sponsorship_compassion.field_res_partner__sr_sponsorship
 #: model:ir.model.fields,field_description:sponsorship_compassion.field_res_users__sr_sponsorship
-msgid "Number of sponsorship"
+msgid "Number of child sponsorships"
 msgstr "Anzahl der Patenschaften"
 
 #. module: sponsorship_compassion

sponsorship_compassion/i18n/fr_CH.po

@@ -1004,7 +1004,7 @@ msgstr "Nombre de repas servis"
 #. module: sponsorship_compassion
 #: model:ir.model.fields,field_description:sponsorship_compassion.field_res_partner__sr_sponsorship
 #: model:ir.model.fields,field_description:sponsorship_compassion.field_res_users__sr_sponsorship
-msgid "Number of sponsorship"
+msgid "Number of child sponsorships"
 msgstr "Nombre de parrainages"
 
 #. module: sponsorship_compassion

sponsorship_compassion/i18n/it.po

@@ -1003,7 +1003,7 @@ msgstr "Numero di pasti serviti"
 #. module: sponsorship_compassion
 #: model:ir.model.fields,field_description:sponsorship_compassion.field_res_partner__sr_sponsorship
 #: model:ir.model.fields,field_description:sponsorship_compassion.field_res_users__sr_sponsorship
-msgid "Number of sponsorship"
+msgid "Number of child sponsorships"
 msgstr "Numero di sponsorizzazioni"
 
 #. module: sponsorship_compassion

sponsorship_compassion/models/contracts_report.py

@@ -31,7 +31,7 @@ class PartnerSponsorshipReport(models.Model):
 
     # sr -> Sponsorship Report
     sr_sponsorship = fields.Integer(
-        "Number of sponsorship",
+        "Number of child sponsorships",
         compute="_compute_sr_sponsorship",
         help="Count only the sponsorships who "
         "are fully managed or those who are "
@@ -182,6 +182,35 @@ def get_nb_gift(_partner):
                     sr_total_gift += get_nb_gift(member)
             partner.sr_total_gift = sr_total_gift
 
+    def open_donation_details(self):
+        self.ensure_one()
+        return {
+            "type": "ir.actions.act_window",
+            "name": "Donations details",
+            "res_model": "account.move.line",
+            "views": [
+                [
+                    self.env.ref(
+                        "sponsorship_compassion.view_invoice_line_partner_tree"
+                    ).id,
+                    "list",
+                ]
+            ],
+            "context": self.with_context(
+                search_default_group_product=1,
+            ).env.context,
+            "domain": [
+                "|",
+                ("partner_id", "=", self.id),
+                ("partner_id.church_id", "=", self.id),
+                ("move_id.invoice_category", "in", ["gift", "sponsorship", "fund"]),
+                ("move_id.move_type", "=", "out_invoice"),
+                ("payment_state", "=", "paid"),
+                ("last_payment", "<", self.end_period),
+                ("last_payment", ">=", self.start_period),
+            ],
+        }
+
     def open_sponsorship_report(self):
         action = {
             "type": "ir.actions.act_window",

sponsorship_compassion/views/contracts_report_view.xml

@@ -6,6 +6,16 @@
         <field name="arch" type="xml">
             <form>
                 <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button
+                            class="oe_inline oe_stat_button"
+                            type="object"
+                            string="Details of donations"
+                            groups="child_compassion.group_sponsorship"
+                            name="open_donation_details"
+                            icon="fa-file-alt"
+                        />
+                    </div>
                     <group col='2' string="Sponsorship Report">
                         <group string="Active sponsorships">
                             <field name="sr_sponsorship" />
@@ -18,7 +28,10 @@
                             <field name="sr_nb_bible" />
                             <field name="sr_nb_medic_check" />
                         </group>
-                        <group string="During the last 12 months">
+                        <group
+                            name="last12months"
+                            string="During the last 12 months"
+                        >
                             <field
                 name="sr_total_donation"
                 widget="monetary"

sponsorship_compassion/views/res_partner_view.xml

@@ -57,6 +57,14 @@
             widget="statinfo"
           />
                 </button>
+                <button
+          class="oe_stat_button"
+          type="object"
+          name="open_sponsorship_report"
+          icon="fa-file-alt"
+          string="Sponsorship impact"
+          groups="child_compassion.group_sponsorship"
+        />
             </xpath>
             <xpath expr="//page[1]" position="before">
                 <page

survival_sponsorship_compassion/__manifest__.py

@@ -47,6 +47,8 @@
         "views/res_config_settings_view.xml",
         "data/product_warning_automation.xml",
         "data/survival_product_template.xml",
+        "views/contracts_report_view.xml",
+        "views/res_partner_view.xml",
     ],
     "demo": [],
     "installable": True,

survival_sponsorship_compassion/data/survival_product_template.xml

@@ -7,6 +7,7 @@
             <field name="name">Survival Sponsorship</field>
             <field name="type">service</field>
             <field name="survival_sponsorship_sale">True</field>
+            <field name="list_price">62.0</field>
         </record>
         <function name="create_missing_products" model="product.product" />
 </odoo>

survival_sponsorship_compassion/models/__init__.py

@@ -5,3 +5,4 @@
 from . import res_config_settings
 from . import recurring_contract_line
 from . import res_partner
+from . import contracts_report

survival_sponsorship_compassion/models/contracts_report.py

@@ -0,0 +1,186 @@
+##############################################################################
+#
+#       ______ Releasing children from poverty      _
+#      / ____/___  ____ ___  ____  ____ ___________(_)___  ____
+#     / /   / __ \/ __ `__ \/ __ \/ __ `/ ___/ ___/ / __ \/ __ \
+#    / /___/ /_/ / / / / / / /_/ / /_/ (__  |__  ) / /_/ / / / /
+#    \____/\____/_/ /_/ /_/ .___/\__,_/____/____/_/\____/_/ /_/
+#                        /_/
+#                            in Jesus' name
+#
+#    Copyright (C) 2024 Compassion CH (http://www.compassion.ch)
+#
+#    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 odoo import fields, models
+
+
+# For more readability we have split "res.partner" by functionality
+# pylint: disable=R7980
+class PartnerSponsorshipReport(models.Model):
+    _inherit = "res.partner"
+
+    sr_survival_sponsorship_count = fields.Integer(
+        "Number of survival sponsorships",
+        compute="_compute_sponsorship_metrics",
+        help="Number of survival sponsorships for a church AND its members.",
+    )
+    sr_total_donation_for_csp = fields.Float(
+        "Total donation given",
+        compute="_compute_sponsorship_metrics",
+        help="Total donation given for CSP.",
+    )
+    sr_nb_moms_supported_for_a_year = fields.Float(
+        "Number of moms and babies supported for 1 year (all-in-all)",
+        compute="_compute_sponsorship_metrics",
+        help="Number of moms and babies supported for a year.",
+    )
+    sr_countries_current = fields.Char(
+        "Countries currently impacted",
+        compute="_compute_sponsorship_metrics",
+        help="List of current countries impacted by the church and its members "
+        "by the CSP program.",
+    )
+    sr_countries_previous = fields.Char(
+        "Countries previously impacted",
+        compute="_compute_sponsorship_metrics",
+        help="List of previously impacted countries by the church and its members "
+        "by the CSP program.",
+    )
+
+    def _compute_sponsorship_metrics(self):
+        """Orchestrator method to calculate and apply all report metrics."""
+        if not self:
+            return
+
+        for partner in self:
+            partner.sr_survival_sponsorship_count = 0
+            partner.sr_total_donation_for_csp = 0.0
+            partner.sr_countries_current = ""
+            partner.sr_countries_previous = ""
+            partner.sr_nb_moms_supported_for_a_year = 0
+
+        annual_cost_baseline = self._get_annual_cost_baseline()
+        partner_stats = self._fetch_sponsorship_stats()
+        donation_stats = self._fetch_donation_stats()
+
+        for partner in self:
+            stats = partner_stats.get(partner.id, {})
+            if stats:
+                partner.sr_survival_sponsorship_count = stats["count"]
+                if stats["current_countries"]:
+                    partner.sr_countries_current = ", ".join(
+                        sorted(stats["current_countries"])
+                    )
+                if stats["previous_countries"]:
+                    partner.sr_countries_previous = ", ".join(
+                        sorted(stats["previous_countries"])
+                    )
+
+            total_donation = donation_stats.get(partner.id, 0.0)
+            if partner.is_church:
+                total_donation += sum(
+                    donation_stats.get(mid, 0.0) for mid in partner.member_ids.ids
+                )
+            partner.sr_total_donation_for_csp = total_donation
+
+            if annual_cost_baseline > 0:
+                partner.sr_nb_moms_supported_for_a_year = round(
+                    total_donation / annual_cost_baseline, 2
+                )
+
+    def _get_annual_cost_baseline(self):
+        """Fetch base annual cost (CSP only) from the survival product template."""
+        survival_tmpl = self.env.ref(
+            "survival_sponsorship_compassion.survival_product_template",
+            raise_if_not_found=False,
+        )
+        if not survival_tmpl:
+            raise ValueError(
+                "Missing required external ID: "
+                "'survival_sponsorship_compassion.survival_product_template'. "
+                "Ensure the survival product template is installed."
+            )
+        return survival_tmpl.list_price * 12
+
+    def _fetch_sponsorship_stats(self):
+        """Execute raw SQL for contract counts and country sets."""
+        churches = self.filtered("is_church")
+        self.env.cr.execute(
+            """
+            SELECT rp.id AS partner_id,
+                   rc.id AS contract_id,
+                   rc.state,
+                   rc.csp_country
+            FROM res_partner rp
+                     LEFT JOIN recurring_contract rc
+                               ON rc.partner_id = rp.id AND rc.type = 'CSP'
+            WHERE rp.id IN %s
+            UNION ALL
+            SELECT p.church_id AS partner_id,
+                   rc.id AS contract_id,
+                   rc.state,
+                   rc.csp_country
+            FROM res_partner p
+                     JOIN recurring_contract rc
+                          ON rc.partner_id = p.id AND rc.type = 'CSP'
+            WHERE p.church_id IN %s
+            """,
+            (tuple(self.ids), tuple(churches.ids) if churches else (0,)),
+        )
+        stats = {}
+        for row in self.env.cr.dictfetchall():
+            pid = row["partner_id"]
+            data = stats.setdefault(
+                pid,
+                {"count": 0, "current_countries": set(), "previous_countries": set()},
+            )
+            if row["contract_id"]:
+                if row["state"] == "active":
+                    data["count"] += 1
+                    if row["csp_country"]:
+                        data["current_countries"].add(row["csp_country"])
+                elif row["csp_country"]:
+                    data["previous_countries"].add(row["csp_country"])
+
+        for data in stats.values():
+            data["previous_countries"] -= data["current_countries"]
+        return stats
+
+    def _fetch_donation_stats(self):
+        """Execute raw SQL for total CSP donation amounts per partner."""
+        all_ids = set(self.ids)
+        for church in self.filtered("is_church"):
+            all_ids.update(church.member_ids.ids)
+
+        self.env.cr.execute(
+            """
+            SELECT am.partner_id,
+                   COALESCE(SUM(aml.price_subtotal), 0) AS total_amount
+            FROM account_move am
+                     JOIN account_move_line aml ON aml.move_id = am.id
+                     JOIN recurring_contract rc ON aml.contract_id = rc.id
+            WHERE am.partner_id IN %s
+              AND am.move_type = 'out_invoice'
+              AND am.payment_state = 'paid'
+              AND rc.type = 'CSP'
+            GROUP BY am.partner_id
+            """,
+            (tuple(all_ids),),
+        )
+        return {
+            row["partner_id"]: row["total_amount"] for row in self.env.cr.dictfetchall()
+        }