290 lines
12 KiB
Python
290 lines
12 KiB
Python
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from dateutil.relativedelta import relativedelta
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from freezegun import freeze_time
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from odoo import Command
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from odoo.addons.account.tests.common import AccountTestInvoicingCommon
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from odoo.tests import tagged
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from odoo.tools.misc import format_amount
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@tagged('post_install', '-at_install')
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class TestAccountJournalDashboard(AccountTestInvoicingCommon):
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@freeze_time("2019-01-22")
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def test_customer_invoice_dashboard(self):
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journal = self.company_data['default_journal_sale']
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invoice = self.env['account.move'].create({
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'move_type': 'out_invoice',
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'journal_id': journal.id,
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'partner_id': self.partner_a.id,
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'invoice_date': '2019-01-21',
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'date': '2019-01-21',
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'invoice_line_ids': [(0, 0, {
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'product_id': self.product_a.id,
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'quantity': 40.0,
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'name': 'product test 1',
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'discount': 10.00,
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'price_unit': 2.27,
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'tax_ids': [],
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})]
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})
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refund = self.env['account.move'].create({
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'move_type': 'out_refund',
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'journal_id': journal.id,
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'partner_id': self.partner_a.id,
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'invoice_date': '2019-01-21',
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'date': '2019-01-21',
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'invoice_line_ids': [(0, 0, {
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'product_id': self.product_a.id,
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'quantity': 1.0,
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'name': 'product test 1',
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'price_unit': 13.3,
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'tax_ids': [],
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})]
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})
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# Check Draft
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dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id]
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self.assertEqual(dashboard_data['number_draft'], 2)
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self.assertIn('68.42', dashboard_data['sum_draft'])
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self.assertEqual(dashboard_data['number_waiting'], 0)
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self.assertIn('0.00', dashboard_data['sum_waiting'])
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# Check Both
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invoice.action_post()
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dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id]
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self.assertEqual(dashboard_data['number_draft'], 1)
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self.assertIn('-\N{ZERO WIDTH NO-BREAK SPACE}13.30', dashboard_data['sum_draft'])
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self.assertEqual(dashboard_data['number_waiting'], 1)
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self.assertIn('81.72', dashboard_data['sum_waiting'])
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# Check waiting payment
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refund.action_post()
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dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id]
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self.assertEqual(dashboard_data['number_draft'], 0)
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self.assertIn('0.00', dashboard_data['sum_draft'])
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self.assertEqual(dashboard_data['number_waiting'], 2)
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self.assertIn('68.42', dashboard_data['sum_waiting'])
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# Check partial
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payment = self.env['account.payment'].create({
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'amount': 10.0,
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'payment_type': 'outbound',
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'partner_type': 'customer',
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'partner_id': self.partner_a.id,
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})
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payment.action_post()
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(refund + payment.move_id).line_ids\
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.filtered(lambda line: line.account_type == 'asset_receivable')\
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.reconcile()
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dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id]
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self.assertEqual(dashboard_data['number_draft'], 0)
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self.assertIn('0.00', dashboard_data['sum_draft'])
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self.assertEqual(dashboard_data['number_waiting'], 2)
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self.assertIn('78.42', dashboard_data['sum_waiting'])
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dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id]
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self.assertEqual(dashboard_data['number_late'], 2)
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self.assertIn('78.42', dashboard_data['sum_late'])
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def test_sale_purchase_journal_for_multi_currency_purchase(self):
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currency = self.currency_data['currency']
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company_currency = self.company_data['currency']
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invoice = self.env['account.move'].create({
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'move_type': 'in_invoice',
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'invoice_date': '2017-01-01',
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'date': '2017-01-01',
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'partner_id': self.partner_a.id,
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'currency_id': currency.id,
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'invoice_line_ids': [
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(0, 0, {'name': 'test', 'price_unit': 200})
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],
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})
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invoice.action_post()
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payment = self.env['account.payment'].create({
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'amount': 90.0,
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'date': '2016-01-01',
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'payment_type': 'outbound',
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'partner_type': 'supplier',
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'partner_id': self.partner_a.id,
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'currency_id': currency.id,
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})
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payment.action_post()
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(invoice + payment.move_id).line_ids.filtered_domain([
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('account_id', '=', self.company_data['default_account_payable'].id)
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]).reconcile()
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default_journal_purchase = self.company_data['default_journal_purchase']
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dashboard_data = default_journal_purchase._get_journal_dashboard_data_batched()[default_journal_purchase.id]
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self.assertEqual(format_amount(self.env, 55, company_currency), dashboard_data['sum_waiting'])
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self.assertEqual(format_amount(self.env, 55, company_currency), dashboard_data['sum_late'])
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def test_sale_purchase_journal_for_multi_currency_sale(self):
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currency = self.currency_data['currency']
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company_currency = self.company_data['currency']
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invoice = self.env['account.move'].create({
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'move_type': 'out_invoice',
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'invoice_date': '2017-01-01',
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'date': '2017-01-01',
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'partner_id': self.partner_a.id,
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'currency_id': currency.id,
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'invoice_line_ids': [
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(0, 0, {'name': 'test', 'price_unit': 200})
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],
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})
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invoice.action_post()
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payment = self.env['account.payment'].create({
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'amount': 90.0,
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'date': '2016-01-01',
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'payment_type': 'inbound',
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'partner_type': 'customer',
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'partner_id': self.partner_a.id,
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'currency_id': currency.id,
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})
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payment.action_post()
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(invoice + payment.move_id).line_ids.filtered_domain([
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('account_id', '=', self.company_data['default_account_receivable'].id)
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]).reconcile()
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default_journal_sale = self.company_data['default_journal_sale']
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dashboard_data = default_journal_sale._get_journal_dashboard_data_batched()[default_journal_sale.id]
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self.assertEqual(format_amount(self.env, 55, company_currency), dashboard_data['sum_waiting'])
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self.assertEqual(format_amount(self.env, 55, company_currency), dashboard_data['sum_late'])
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@freeze_time("2023-03-15")
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def test_purchase_journal_numbers_and_sums(self):
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company_currency = self.company_data['currency']
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journal = self.company_data['default_journal_purchase']
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#Setup multiple payments term
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twentyfive_now_term = self.env['account.payment.term'].create({
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'name': '25% now, rest in 30 days',
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'note': 'Pay 25% on invoice date and 75% 30 days later',
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'line_ids': [
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(0, 0, {
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'value': 'percent',
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'value_amount': 25.00,
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'delay_type': 'days_after',
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'nb_days': 0,
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}),
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(0, 0, {
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'value': 'percent',
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'value_amount': 75.00,
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'delay_type': 'days_after',
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'nb_days': 30,
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}),
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],
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})
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self.env['account.move'].create({
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'move_type': 'in_invoice',
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'journal_id': journal.id,
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'partner_id': self.partner_a.id,
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'invoice_date': '2023-04-01',
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'date': '2023-03-15',
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'invoice_payment_term_id': twentyfive_now_term.id,
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'invoice_line_ids': [(0, 0, {
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'product_id': self.product_a.id,
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'quantity': 1,
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'name': 'product test 1',
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'price_unit': 4000,
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'tax_ids': [],
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})]
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}).action_post()
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# This bill has two amls of 10$. Both are waiting for payment and due in 16 and 46 days.
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# number_waiting += 2, sum_waiting += -4000$, number_late += 0, sum_late += 0$
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self.env['account.move'].create({
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'move_type': 'in_invoice',
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'journal_id': journal.id,
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'partner_id': self.partner_a.id,
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'invoice_date': '2023-03-01',
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'date': '2023-03-15',
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'invoice_payment_term_id': twentyfive_now_term.id,
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'invoice_line_ids': [(0, 0, {
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'product_id': self.product_a.id,
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'quantity': 1,
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'name': 'product test 1',
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'price_unit': 400,
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'tax_ids': [],
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})]
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}).action_post()
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# This bill has two amls of 100$. One which is late and due 14 days prior and one which is waiting for payment and due in 15 days.
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# number_waiting += 2, sum_waiting += -400$, number_late += 1, sum_late += -100$
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self.env['account.move'].create({
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'move_type': 'in_invoice',
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'journal_id': journal.id,
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'partner_id': self.partner_a.id,
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'invoice_date': '2023-02-01',
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'date': '2023-03-15',
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'invoice_payment_term_id': twentyfive_now_term.id,
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'invoice_line_ids': [(0, 0, {
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'product_id': self.product_a.id,
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'quantity': 1,
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'name': 'product test 1',
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'price_unit': 40,
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'tax_ids': [],
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})]
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}).action_post()
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# This bill has two amls of 1000$. Both of them are late and due 45 and 15 days prior.
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# number_waiting += 2, sum_waiting += -40$, number_late += 2, sum_late += -40$
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dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id]
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# Expected behavior is to have six amls waiting for payment for a total amount of 4440$
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# three of which would be late for a total amount of 140$
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self.assertEqual(6, dashboard_data['number_waiting'])
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self.assertEqual(format_amount(self.env, 4440, company_currency), dashboard_data['sum_waiting'])
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self.assertEqual(3, dashboard_data['number_late'])
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self.assertEqual(format_amount(self.env, 140, company_currency), dashboard_data['sum_late'])
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def test_gap_in_sequence_warning(self):
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journal = self.company_data['default_journal_sale']
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self.assertFalse(journal._query_has_sequence_holes()) # No moves so no gap
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moves = self.env['account.move'].create([{
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'move_type': 'out_invoice',
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'journal_id': journal.id,
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'partner_id': self.partner_a.id,
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'invoice_date': f'1900-01-{i+1:02d}',
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'date': f'2019-01-{i+1:02d}',
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'invoice_line_ids': [Command.create({
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'product_id': self.product_a.id,
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'quantity': 40.0,
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'name': 'product test 1',
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'price_unit': 2.27,
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'tax_ids': [],
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})]
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} for i in range(10)]).sorted('date')
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gap_date = moves[3].date
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moves[:8].action_post() # Only post 8 moves and keep 2 draft moves
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self.assertFalse(journal._query_has_sequence_holes()) # no gap, no gap warning, and draft moves shouldn't trigger the warning
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moves[2:4].button_draft()
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self.assertFalse(journal._query_has_sequence_holes()) # no gap (with draft moves using sequence numbers), no gap warning
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moves[3].unlink()
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self.assertTrue(journal.has_sequence_holes) # gap due to missing sequence, gap warning
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moves[2].action_post()
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self.company_data['company'].write({'fiscalyear_lock_date': gap_date + relativedelta(days=1)})
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self.assertFalse(journal._query_has_sequence_holes()) # gap but prior to lock-date, no gap warning
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moves[6].button_draft()
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moves[6].button_cancel()
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self.assertTrue(journal._query_has_sequence_holes()) # gap due to canceled move using a sequence, gap warning
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