membershipworks: Add Missing Paperwork report

membershipworks/dashboard.py

@@ -25,6 +25,11 @@ class MembershipworksDashboardFragment(dashboard.LinksCardDashboardFragment):
             reverse("membershipworks:event-attendees"),
             permission="membershipworks.view_event",
         ),
+        Link(
+            "Missing Paperwork",
+            reverse("membershipworks:missing-paperwork-report"),
+            permission="membershipworks.view_member",
+        ),
     ]
 
     @property

membershipworks/templates/membershipworks/missing_paperwork_report.dj.html

@@ -0,0 +1,12 @@
+{% extends "base.dj.html" %}
+
+{% load render_table from django_tables2 %}
+
+{% block title %}Missing Paperwork Report{% endblock %}
+{% block admin_link %}
+  {% url 'admin:membershipworks_member_changelist' %}
+{% endblock %}
+{% block content %}
+  {% include "cmsmanage/components/download_table.dj.html" %}
+  {% render_table table %}
+{% endblock %}

membershipworks/urls.py

@@ -1,51 +1,48 @@
 from django.urls import path
 
-from .views import (
+from . import views
-    EventAttendeeListView,
-    EventIndexReport,
-    EventInvoiceView,
-    EventMonthReport,
-    EventYearReport,
-    MemberAutocomplete,
-    upcoming_events,
-)
 
 app_name = "membershipworks"
 
 urlpatterns = [
     path(
         "member-autocomplete/",
-        MemberAutocomplete.as_view(),
+        views.MemberAutocomplete.as_view(),
         name="member-autocomplete",
     ),
     path(
         "upcoming-events/",
-        upcoming_events,
+        views.upcoming_events,
         name="upcoming-events",
     ),
     path(
         "event-report/",
-        EventIndexReport.as_view(),
+        views.EventIndexReport.as_view(),
         name="event-index-report",
     ),
     path(
         "event-report/<int:year>/",
-        EventYearReport.as_view(),
+        views.EventYearReport.as_view(),
         name="event-year-report",
     ),
     path(
         "event-report/<int:year>/<int:month>/",
-        EventMonthReport.as_view(month_format="%m"),
+        views.EventMonthReport.as_view(month_format="%m"),
         name="event-month-report",
     ),
     path(
         "event-invoice/<eid>",
-        EventInvoiceView.as_view(),
+        views.EventInvoiceView.as_view(),
         name="event-invoice",
     ),
     path(
         "event-attendees",
-        EventAttendeeListView.as_view(),
+        views.EventAttendeeListView.as_view(),
         name="event-attendees",
     ),
+    path(
+        "missing-paperwork",
+        views.MissingPaperworkReport.as_view(),
+        name="missing-paperwork-report",
+    ),
 ]

membershipworks/views.py

@@ -4,7 +4,7 @@ from django.conf import settings
 from django.contrib import messages
 from django.contrib.auth.decorators import permission_required
 from django.contrib.auth.mixins import PermissionRequiredMixin
-from django.db.models import Subquery
+from django.db.models import OuterRef, Q, Subquery
 from django.db.models.functions import TruncMonth, TruncYear
 from django.shortcuts import render
 from django.template.defaultfilters import floatformat
@@ -19,6 +19,7 @@ import django_filters
 import django_tables2 as tables
 from dal import autocomplete
 from django_filters.views import BaseFilterView
+from django_mysql.models import GroupConcat
 from django_tables2 import A, SingleTableMixin
 from django_tables2.export.views import ExportMixin
 
@@ -365,3 +366,53 @@ class EventAttendeeListView(
 
     def get_table_data(self):
         return super().get_table_data().values("name", "email").distinct()
+
+
+class MissingPaperworkTable(tables.Table):
+    policy_agreement = tables.BooleanColumn()
+    authorize_charge = tables.BooleanColumn()
+
+    class Meta:
+        model = Member
+        fields = [
+            "first_name",
+            "last_name",
+            "membership",
+            "billing_method",
+            "join_date",
+            "membership_agreement_signed_and_on_file_date",
+            "waiver_form_signed_and_on_file_date",
+            "policy_agreement",
+            "authorize_charge",
+        ]
+
+
+class MissingPaperworkReport(
+    ExportMixin,
+    SingleTableMixin,
+    PermissionRequiredMixin,
+    ListView,
+):
+    model = Member
+    permission_required = "membershipworks.view_member"
+    template_name = "membershipworks/missing_paperwork_report.dj.html"
+    table_class = MissingPaperworkTable
+    export_formats = ("csv", "xlsx", "ods")
+
+    def get_queryset(self):
+        qs = super().get_queryset()
+        return (
+            qs.with_is_active()
+            .filter(
+                Q(membership_agreement_signed_and_on_file_date__isnull=True)
+                | Q(waiver_form_signed_and_on_file_date__isnull=True),
+                is_active=True,
+            )
+            .annotate(
+                membership=Subquery(
+                    qs.filter(
+                        pk=OuterRef("pk"), flags__type__in=("level", "addon")
+                    ).values(m=GroupConcat("flags__name"))
+                ),
+            )
+        )