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Monthly Revenue Report #385

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jsayles opened this issue Mar 20, 2018 · 0 comments
Open

Monthly Revenue Report #385

jsayles opened this issue Mar 20, 2018 · 0 comments
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@jsayles
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jsayles commented Mar 20, 2018

We need a new report that takes a start_date and end_date (defaults to month boundaries) and displays a report of all revenue in that period.

Data Set: UserBill.objects.filter(due_date__range=(start_date,end_date))

Total: sum of bill amounts
Total Paid: sum of payments
Total Outstanding: difference (displayed and highlighted if not 0)
Memberships Total: sum of SubscriptionLineItems
Memberships by Resource: for each SubscriptionLineItem.resource
Overages Total: sum of CoworkingDayLineItems and EventLineItems
Coworking Overages: sum of CoworkingDayLineItems
Events/Meeting Overages: sum of EventLineItems
Non-Member Total: Bills where user is not an active member in the period

List all open or unpaid bills. A clean report shouldn't have any.

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