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[19.0][ADD] subscription_oca: subscription analysis reporting - #1471
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07629beCompareAdd 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.
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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.reportSQL 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:Read access is granted to salesmen and a multi-company record rule isolates the report by company.