sale_timesheet/tests/test_project_profitability.py

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# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.tests import tagged
from .common import TestCommonSaleTimesheet
@tagged('-at_install', 'post_install')
class TestSaleTimesheetProjectProfitability(TestCommonSaleTimesheet):
@classmethod
def setUpClass(cls, chart_template_ref=None):
super().setUpClass(chart_template_ref=chart_template_ref)
cls.task = cls.env['project.task'].create({
'name': 'Test',
'project_id': cls.project_task_rate.id,
})
cls.project_profitability_items_empty = {
'revenues': {'data': [], 'total': {'to_invoice': 0.0, 'invoiced': 0.0}},
'costs': {'data': [], 'total': {'to_bill': 0.0, 'billed': 0.0}},
}
cls.foreign_currency = cls.env['res.currency'].create({
'name': 'Chaos orb',
'symbol': '',
'rounding': 0.001,
'position': 'after',
'currency_unit_label': 'Chaos',
'currency_subunit_label': 'orb',
})
cls.env['res.currency.rate'].create({
'name': '2016-01-01',
'rate': '5.0',
'currency_id': cls.foreign_currency.id,
'company_id': cls.env.company.id,
})
def test_get_project_profitability_items(self):
""" Test _get_project_profitability_items method to ensure the project profitability
is computed as expected.
"""
foreign_company = self.company_data_2['company']
foreign_company.currency_id = self.foreign_currency
self.project_task_rate.analytic_account_id.company_id = False
self.project_task_rate.company_id = False
# Create and confirm a SO with the main company
sale_order = self.env['sale.order'].with_context(mail_notrack=True, mail_create_nolog=True).create({
'partner_id': self.partner_b.id,
'partner_invoice_id': self.partner_b.id,
'partner_shipping_id': self.partner_b.id,
})
SaleOrderLine = self.env['sale.order.line'].with_context(tracking_disable=True, default_order_id=sale_order.id)
delivery_service_order_line = SaleOrderLine.create({
'product_id': self.product_delivery_manual1.id,
'product_uom_qty': 5,
})
sale_order.action_confirm()
self.task.write({'sale_line_id': delivery_service_order_line.id})
self.assertDictEqual(
self.project_task_rate._get_profitability_items(False),
self.project_profitability_items_empty,
'No timesheets has been recorded in the task and no product has been deelivered in the SO linked so the project profitability has no data found.'
)
# Create and confirm a SO with the foreign company
sale_order_foreign = self.env['sale.order'].with_context(mail_notrack=True, mail_create_nolog=True).create({
'partner_id': self.partner_b.id,
'partner_invoice_id': self.partner_b.id,
'partner_shipping_id': self.partner_b.id,
'company_id': foreign_company.id,
})
sale_order_foreign.currency_id = foreign_company.currency_id
SaleOrderLineForeign = self.env['sale.order.line'].with_context(tracking_disable=True, default_order_id=sale_order_foreign.id)
SaleOrderLineForeign.create({
'product_id': self.product_delivery_manual1.id,
'product_uom_qty': 5,
})
sale_order_foreign.action_confirm()
self.task.write({'sale_line_id': delivery_service_order_line.id})
# Create the foreign users needed for the foreign timesheets
foreign_partner = self.env['res.partner'].create({
'name': 'Foreign Employee address',
'company_id': foreign_company.id,
})
foreign_employee = self.env['hr.employee'].create({
'name': 'test',
'company_id': foreign_company.id,
'work_contact_id': foreign_partner.id,
'hourly_cost': 200,
})
foreign_employee_2 = self.env['hr.employee'].create({
'name': 'test',
'company_id': foreign_company.id,
'work_contact_id': foreign_partner.id,
'hourly_cost': 500,
})
# Create 2 new timesheets linked to the task of the project
Timesheet = self.env['account.analytic.line'].with_context(
default_task_id=self.task.id,
)
foreign_timesheet1 = Timesheet.create({
'name': 'Foreign Timesheet 1',
'employee_id': foreign_employee.id,
'project_id': self.project_task_rate.id,
'unit_amount': 3.0,
'company_id': foreign_company.id,
})
foreign_timesheet2 = Timesheet.create({
'name': 'Foreign Timesheet 2',
'employee_id': foreign_employee.id,
'project_id': self.project_task_rate.id,
'unit_amount': 2.0,
'company_id': foreign_company.id,
})
sequence_per_invoice_type = self.project_task_rate._get_profitability_sequence_per_invoice_type()
self.assertIn('billable_time', sequence_per_invoice_type)
self.assertIn('billable_fixed', sequence_per_invoice_type)
self.assertIn('billable_milestones', sequence_per_invoice_type)
self.assertIn('billable_manual', sequence_per_invoice_type)
self.assertEqual(self.task.sale_line_id, delivery_service_order_line)
self.assertEqual((foreign_timesheet1 + foreign_timesheet2).so_line, delivery_service_order_line)
self.assertEqual(delivery_service_order_line.qty_delivered, 0.0, 'The service type is not timesheet but manual so the quantity delivered is not increased by the timesheets linked.')
# Adding an extra cost/revenue to ensure those are computed correctly.
self.env['account.analytic.line'].create([{
'name': 'other revenues line',
'account_id': self.project_task_rate.analytic_account_id.id,
'amount': 100,
}, {
'name': 'other costs line',
'account_id': self.project_task_rate.analytic_account_id.id,
'amount': -100,
}])
self.assertDictEqual(
self.project_task_rate._get_profitability_items(False),
{
'revenues': {
'data': [{'id': 'other_revenues', 'sequence': sequence_per_invoice_type['other_revenues'], 'invoiced': 100.0, 'to_invoice': 0.0}],
'total': {'invoiced': 100.0, 'to_invoice': 0.0},
},
'costs': {
'data': [
{'id': 'other_costs', 'sequence': sequence_per_invoice_type['other_costs'], 'billed': -100.0, 'to_bill': 0.0},
{
'id': 'billable_manual',
'sequence': sequence_per_invoice_type['billable_manual'],
'billed': (foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2,
'to_bill': 0.0,
},
],
'total': {
'to_bill': 0.0,
'billed': -100 + (foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2
},
},
}
)
# Create 2 new timesheets linked to the task of the project
timesheet1 = Timesheet.create({
'name': 'Timesheet 1',
'employee_id': self.employee_user.id,
'project_id': self.project_task_rate.id,
'unit_amount': 3.0,
})
timesheet2 = Timesheet.create({
'name': 'Timesheet 2',
'employee_id': self.employee_user.id,
'project_id': self.project_task_rate.id,
'unit_amount': 2.0,
})
self.assertEqual((timesheet1 + timesheet2).so_line, delivery_service_order_line)
self.assertEqual(delivery_service_order_line.qty_delivered, 0.0, 'The service type is not timesheet but manual so the quantity delivered is not increased by the timesheets linked.')
self.assertDictEqual(
self.project_task_rate._get_profitability_items(False),
{
'revenues': {
'data': [{'id': 'other_revenues', 'sequence': sequence_per_invoice_type['other_revenues'], 'invoiced': 100.0, 'to_invoice': 0.0}],
'total': {'invoiced': 100.0, 'to_invoice': 0.0},
},
'costs': {
'data': [
{'id': 'other_costs', 'sequence': sequence_per_invoice_type['other_costs'], 'billed': -100.0, 'to_bill': 0.0},
{
'id': 'billable_manual',
'sequence': sequence_per_invoice_type['billable_manual'],
'billed': (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2,
'to_bill': 0.0,
},
],
'total': {
'to_bill': 0.0,
'billed': -100 + (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2
},
},
}
)
# Create a 3rd foreign timesheet and manually update it.
foreign_timesheet3 = Timesheet.create({
'name': 'Foreign_Timesheet 3',
'employee_id': foreign_employee_2.id,
'project_id': self.project_task_rate.id,
'unit_amount': 1.0,
'so_line': False,
'is_so_line_edited': True,
'company_id': foreign_company.id,
})
self.assertFalse(foreign_timesheet3.so_line, 'This timesheet should be non billable since the user manually empty the SOL.')
self.assertDictEqual(
self.project_task_rate._get_profitability_items(False),
{
'revenues': {
'data': [{'id': 'other_revenues', 'sequence': sequence_per_invoice_type['other_revenues'], 'invoiced': 100.0, 'to_invoice': 0.0}],
'total': {'invoiced': 100.0, 'to_invoice': 0.0},
},
'costs': {
'data': [
{'id': 'other_costs', 'sequence': sequence_per_invoice_type['other_costs'], 'billed': -100.0, 'to_bill': 0.0},
{
'id': 'billable_manual',
'sequence': sequence_per_invoice_type['billable_manual'],
'billed': (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2,
'to_bill': 0.0,
},
{
'id': 'non_billable',
'sequence': sequence_per_invoice_type['non_billable'],
'billed': foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2,
'to_bill': 0.0,
},
],
'total': {
'to_bill': 0.0,
'billed': -100 + (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2 +
foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2
},
},
}
)
# Create a 3rd timesheet and manually update it.
timesheet3 = Timesheet.create({
'name': 'Timesheet 3',
'employee_id': self.employee_manager.id,
'project_id': self.project_task_rate.id,
'unit_amount': 1.0,
'so_line': False,
'is_so_line_edited': True,
})
self.assertFalse(timesheet3.so_line, 'This timesheet should be non billable since the user manually empty the SOL.')
self.assertDictEqual(
self.project_task_rate._get_profitability_items(False),
{
'revenues': {
'data': [{'id': 'other_revenues', 'sequence': sequence_per_invoice_type['other_revenues'], 'invoiced': 100.0, 'to_invoice': 0.0}],
'total': {'invoiced': 100.0, 'to_invoice': 0.0},
},
'costs': {
'data': [
{'id': 'other_costs', 'sequence': sequence_per_invoice_type['other_costs'], 'billed': -100.0, 'to_bill': 0.0},
{
'id': 'billable_manual',
'sequence': sequence_per_invoice_type['billable_manual'],
'billed': (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2,
'to_bill': 0.0,
},
{
'id': 'non_billable',
'sequence': sequence_per_invoice_type['non_billable'],
'billed': foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2 + timesheet3.unit_amount * -self.employee_manager.hourly_cost,
'to_bill': 0.0,
},
],
'total': {
'to_bill': 0.0,
'billed': -100 + (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2 +
foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2 + timesheet3.unit_amount * -self.employee_manager.hourly_cost
},
},
}
)
# Create a new foreign sol, and link this sol to the so_line of the task.
foreign_delivery_timesheet_order_line = SaleOrderLineForeign.create({
'product_id': self.product_delivery_timesheet1.id,
'product_uom_qty': 5,
})
self.task.write({'sale_line_id': foreign_delivery_timesheet_order_line.id})
billable_timesheets = timesheet1 + timesheet2 + foreign_timesheet1 + foreign_timesheet2
self.assertEqual(billable_timesheets.so_line, foreign_delivery_timesheet_order_line, 'The SOL of the timesheets should be the one of the task.')
self.assertEqual(foreign_delivery_timesheet_order_line.qty_delivered, timesheet1.unit_amount + timesheet2.unit_amount + foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount,
'Since the product type of the SOL is "delivered on TS", the qty_delivered of the SOL should be the total of unit amount of the TS.')
self.assertDictEqual(
self.project_task_rate._get_profitability_items(False),
{
'revenues': {
'data': [
{'id': 'other_revenues', 'sequence': sequence_per_invoice_type['other_revenues'], 'invoiced': 100.0, 'to_invoice': 0.0},
{
'id': 'billable_time',
'sequence': sequence_per_invoice_type['billable_time'],
'to_invoice': foreign_delivery_timesheet_order_line.untaxed_amount_to_invoice * 0.2,
'invoiced': 0.0
},
],
'total': {'invoiced': 100.0, 'to_invoice': foreign_delivery_timesheet_order_line.untaxed_amount_to_invoice * 0.2},
},
'costs': {
'data': [
{'id': 'other_costs', 'sequence': sequence_per_invoice_type['other_costs'], 'billed': -100.0, 'to_bill': 0.0},
{
'id': 'billable_time',
'sequence': sequence_per_invoice_type['billable_time'],
'billed': (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2,
'to_bill': 0.0,
},
{
'id': 'non_billable',
'sequence': sequence_per_invoice_type['non_billable'],
'billed': foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2 + timesheet3.unit_amount * -self.employee_manager.hourly_cost,
'to_bill': 0.0,
},
],
'total': {
'to_bill': 0.0,
'billed': -100 + (timesheet1.unit_amount + timesheet2.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2 +
foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2 + timesheet3.unit_amount * -self.employee_manager.hourly_cost
},
},
}
)
# Create a new task in the project, link to it a new SO form the main company SO with a delivery timesheet product.
delivery_timesheet_order_line = SaleOrderLine.create({
'product_id': self.product_delivery_timesheet1.id,
'product_uom_qty': 5,
})
task_2 = self.env['project.task'].with_context({'mail_create_nolog': True}).create({
'name': 'Task 2',
'project_id': self.project_task_rate.id,
'sale_line_id': delivery_timesheet_order_line.id,
})
task2_timesheet = Timesheet.with_context(default_task_id=task_2.id).create({
'name': '/',
'project_id': self.project_task_rate.id,
'employee_id': self.employee_user.id,
'unit_amount': 1,
})
self.assertNotEqual(delivery_timesheet_order_line.untaxed_amount_to_invoice, 0.0)
self.assertDictEqual(
self.project_task_rate._get_profitability_items(False),
{
'revenues': {
'data': [
{'id': 'other_revenues', 'sequence': sequence_per_invoice_type['other_revenues'],
'invoiced': 100.0, 'to_invoice': 0.0},
{
'id': 'billable_time',
'sequence': sequence_per_invoice_type['billable_time'],
'to_invoice': delivery_timesheet_order_line.untaxed_amount_to_invoice + foreign_delivery_timesheet_order_line.untaxed_amount_to_invoice * 0.2,
'invoiced': 0.0
},
],
'total': {'invoiced': 100.0, 'to_invoice': foreign_delivery_timesheet_order_line.untaxed_amount_to_invoice * 0.2 + delivery_timesheet_order_line.untaxed_amount_to_invoice},
},
'costs': {
'data': [
{'id': 'other_costs', 'sequence': sequence_per_invoice_type['other_costs'], 'billed': -100.0,
'to_bill': 0.0},
{
'id': 'billable_time',
'sequence': sequence_per_invoice_type['billable_time'],
'billed': (timesheet1.unit_amount + timesheet2.unit_amount + task2_timesheet.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2,
'to_bill': 0.0,
},
{
'id': 'non_billable',
'sequence': sequence_per_invoice_type['non_billable'],
'billed': foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2 + timesheet3.unit_amount * -self.employee_manager.hourly_cost,
'to_bill': 0.0,
},
],
'total': {
'to_bill': 0.0,
'billed': -100 + (timesheet1.unit_amount + timesheet2.unit_amount + task2_timesheet.unit_amount) * -self.employee_user.hourly_cost +
(foreign_timesheet1.unit_amount + foreign_timesheet2.unit_amount) * -foreign_employee.hourly_cost * 0.2 +
foreign_timesheet3.unit_amount * -foreign_employee_2.hourly_cost * 0.2 + timesheet3.unit_amount * -self.employee_manager.hourly_cost
},
},
}
)
# Create a SOL in the foreign SO with a milestone service product.
milestone_foreign_order_line = SaleOrderLineForeign.create({
'product_id': self.product_milestone.id,
'product_uom_qty': 1,
})
task2_foreign = self.env['project.task'].with_context({'mail_create_nolog': True}).create({
'name': 'Test',
'project_id': self.project_task_rate.id,
'sale_line_id': milestone_foreign_order_line.id,
})
task2_foreign_timesheet = Timesheet.with_context(default_task_id=task2_foreign.id).create({
'name': '/',
'project_id': self.project_task_rate.id,
'employee_id': foreign_employee.id,
'unit_amount': 1,
})
self.assertEqual(task2_foreign_timesheet.so_line, milestone_foreign_order_line)
profitability_items = self.project_task_rate._get_profitability_items(False)
self.assertFalse([data for data in profitability_items['revenues']['data'] if data['id'] == 'billable_milestones'])
self.assertDictEqual(
[data for data in profitability_items['costs']['data'] if data['id'] == 'billable_milestones'][0],
{'id': 'billable_milestones', 'sequence': sequence_per_invoice_type['billable_milestones'], 'to_bill': 0.0, 'billed': task2_foreign_timesheet.amount * 0.2},
)
milestone_foreign_order_line.qty_delivered = 1
profitability_items = self.project_task_rate._get_profitability_items(False)
self.assertDictEqual(
[data for data in profitability_items['revenues']['data'] if data['id'] == 'billable_milestones'][0],
{'id': 'billable_milestones', 'sequence': sequence_per_invoice_type['billable_milestones'],
'to_invoice': milestone_foreign_order_line.untaxed_amount_to_invoice * 0.2, 'invoiced': 0.0},
)
# Create a second timesheet in the new task, with an employee from the main company.
task2_timesheet = Timesheet.with_context(default_task_id=task2_foreign.id).create({
'name': '/',
'project_id': self.project_task_rate.id,
'employee_id': self.employee_user.id,
'unit_amount': 1,
})
profitability_items = self.project_task_rate._get_profitability_items(False)
self.assertDictEqual(
[data for data in profitability_items['costs']['data'] if data['id'] == 'billable_milestones'][0],
{'id': 'billable_milestones', 'sequence': sequence_per_invoice_type['billable_milestones'], 'to_bill': 0.0,
'billed': task2_timesheet.amount + task2_foreign_timesheet.amount * 0.2},
)
milestone_foreign_order_line.qty_delivered = 2
profitability_items = self.project_task_rate._get_profitability_items(False)
self.assertDictEqual(
[data for data in profitability_items['revenues']['data'] if data['id'] == 'billable_milestones'][0],
{'id': 'billable_milestones', 'sequence': sequence_per_invoice_type['billable_milestones'],
'to_invoice': milestone_foreign_order_line.untaxed_amount_to_invoice * 0.2, 'invoiced': 0.0},
)
# Create a SOL in the foreign SO with a milestone service product.
milestone_order_line = SaleOrderLine.create({
'product_id': self.product_milestone.id,
'product_uom_qty': 1,
})
task3_milestone = self.env['project.task'].with_context({'mail_create_nolog': True}).create({
'name': 'Task 3',
'project_id': self.project_task_rate.id,
'sale_line_id': milestone_order_line.id,
})
task3_timesheet = Timesheet.with_context(default_task_id=task3_milestone.id).create({
'name': '/',
'project_id': self.project_task_rate.id,
'employee_id': self.employee_user.id,
'unit_amount': 1,
})
profitability_items = self.project_task_rate._get_profitability_items(False)
self.assertDictEqual(
[data for data in profitability_items['costs']['data'] if data['id'] == 'billable_milestones'][0],
{'id': 'billable_milestones', 'sequence': sequence_per_invoice_type['billable_milestones'], 'to_bill': 0.0,
'billed': task2_timesheet.amount + task2_foreign_timesheet.amount * 0.2 + task3_timesheet.amount},
)
milestone_order_line.qty_delivered = 1
profitability_items = self.project_task_rate._get_profitability_items(False)
self.assertDictEqual(
[data for data in profitability_items['revenues']['data'] if data['id'] == 'billable_milestones'][0],
{'id': 'billable_milestones', 'sequence': sequence_per_invoice_type['billable_milestones'],
'to_invoice': milestone_foreign_order_line.untaxed_amount_to_invoice * 0.2 + milestone_order_line.untaxed_amount_to_invoice, 'invoiced': 0.0},
)
# Cancel the milestone timesheets
task2_timesheet.unlink()
task2_foreign_timesheet.unlink()
task3_timesheet.unlink()
profitability_items = self.project_task_rate._get_profitability_items(False)
self.assertFalse([data for data in profitability_items['revenues']['data'] if data['id'] == 'billable_milestones'])
self.assertFalse([data for data in profitability_items['costs']['data'] if data['id'] == 'billable_milestones'])