from freezegun import freeze_time from odoo.addons.account.tests.test_account_journal_dashboard_common import TestAccountJournalDashboardCommon from odoo.tests import tagged from odoo.tools.misc import format_amount @tagged('post_install', '-at_install') class AccountJournalDashboard3WayWatchTest(TestAccountJournalDashboardCommon): @classmethod def init_invoice(cls, move_type, partner=None, invoice_date=None, post=False, products=None, amounts=None, taxes=None, company=False, currency=None, journal=None, invoice_date_due=None, release_to_pay=None): move = super().init_invoice(move_type, partner, invoice_date, False, products, amounts, taxes, company, currency, journal) if invoice_date_due: move.invoice_date_due = invoice_date_due if release_to_pay: move.release_to_pay = release_to_pay if post: move.action_post() return move def test_sale_purchase_journal_for_purchase(self): """ Test different purchase journal setups with or without multicurrency: 1) Journal with no currency, bills in foreign currency -> dashboard data should be displayed in company currency 2) Journal in foreign currency, bills in foreign currency -> dashboard data should be displayed in foreign currency 3) Journal in foreign currency, bills in company currency -> dashboard data should be displayed in foreign currency 4) Journal in company currency, bills in company currency -> dashboard data should be displayed in company currency 5) Journal in company currency, bills in foreign currency -> dashboard data should be displayed in company currency """ foreign_currency = self.other_currency company_currency = self.company_data['currency'] setup_values = [ [self.company_data['default_journal_purchase'], foreign_currency], [self.company_data['default_journal_purchase'].copy({'currency_id': foreign_currency.id, 'default_account_id': self.company_data['default_account_expense'].id}), foreign_currency], [self.company_data['default_journal_purchase'].copy({'currency_id': foreign_currency.id, 'default_account_id': self.company_data['default_account_expense'].id}), company_currency], [self.company_data['default_journal_purchase'].copy({'currency_id': company_currency.id, 'default_account_id': self.company_data['default_account_expense'].id}), company_currency], [self.company_data['default_journal_purchase'].copy({'currency_id': company_currency.id, 'default_account_id': self.company_data['default_account_expense'].id}), foreign_currency], ] expected_vals_list = [ # number_draft, sum_draft, number_waiting, sum_waiting, number_late, sum_late, currency [ 1, 100, 1, 55, 1, 55, company_currency], [ 1, 200, 1, 110, 1, 110, foreign_currency], [ 1, 400, 1, 220, 1, 220, foreign_currency], [ 1, 200, 1, 110, 1, 110, company_currency], [ 1, 100, 1, 55, 1, 55, company_currency], ] for (purchase_journal, bill_currency), expected_vals in zip(setup_values, expected_vals_list): with self.subTest(purchase_journal_currency=purchase_journal.currency_id, bill_currency=bill_currency, expected_vals=expected_vals): bill = self.init_invoice('in_invoice', invoice_date='2017-01-01', post=True, amounts=[200], currency=bill_currency, journal=purchase_journal) _draft_bill = self.init_invoice('in_invoice', invoice_date='2017-01-01', post=False, amounts=[200], currency=bill_currency, journal=purchase_journal) payment = self.init_payment(-90, post=True, date='2017-01-01', currency=bill_currency) (bill + payment.move_id).line_ids.filtered_domain([ ('account_id', '=', self.company_data['default_account_payable'].id) ]).reconcile() self.assertDashboardPurchaseSaleData(purchase_journal, *expected_vals) @freeze_time("2023-03-15") def test_purchase_journal_numbers_and_sums(self): company_currency = self.company_data['currency'] journal = self.company_data['default_journal_purchase'] self._create_test_vendor_bills(journal) dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] # Expected behavior is to have three moves waiting for payment for a total amount of 4440$ one of which would be late # for a total amount of 40$ (second move has one of three lines late but that's not enough to make the move late) self.assertEqual(3, dashboard_data['number_waiting']) self.assertEqual(format_amount(self.env, 4440, company_currency), dashboard_data['sum_waiting']) self.assertEqual(1, dashboard_data['number_late']) self.assertEqual(format_amount(self.env, 40, company_currency), dashboard_data['sum_late']) @freeze_time("2019-01-22") def test_customer_invoice_dashboard(self): journal = self.company_data['default_journal_sale'] invoice = self.env['account.move'].create({ 'move_type': 'out_invoice', 'journal_id': journal.id, 'partner_id': self.partner_a.id, 'invoice_date': '2019-01-21', 'date': '2019-01-21', 'invoice_line_ids': [(0, 0, { 'product_id': self.product_a.id, 'quantity': 40.0, 'name': 'product test 1', 'discount': 10.00, 'price_unit': 2.27, 'tax_ids': [], })] }) refund = self.env['account.move'].create({ 'move_type': 'out_refund', 'journal_id': journal.id, 'partner_id': self.partner_a.id, 'invoice_date': '2019-01-21', 'date': '2019-01-21', 'invoice_line_ids': [(0, 0, { 'product_id': self.product_a.id, 'quantity': 1.0, 'name': 'product test 1', 'price_unit': 13.3, 'tax_ids': [], })] }) # Check Draft dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] self.assertEqual(dashboard_data['number_draft'], 2) self.assertIn('68.42', dashboard_data['sum_draft']) self.assertEqual(dashboard_data['number_waiting'], 0) self.assertIn('0.00', dashboard_data['sum_waiting']) # Check Both invoice.action_post() dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] self.assertEqual(dashboard_data['number_draft'], 1) self.assertIn('-\N{ZERO WIDTH NO-BREAK SPACE}13.30', dashboard_data['sum_draft']) self.assertEqual(dashboard_data['number_waiting'], 1) self.assertIn('81.72', dashboard_data['sum_waiting']) # Check partial on invoice partial_payment = self.env['account.payment'].create({ 'amount': 13.3, 'payment_type': 'inbound', 'partner_type': 'customer', 'partner_id': self.partner_a.id, }) partial_payment.action_post() (invoice + partial_payment.move_id).line_ids.filtered(lambda line: line.account_type == 'asset_receivable').reconcile() dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] self.assertEqual(dashboard_data['number_draft'], 1) self.assertIn('13.3', dashboard_data['sum_draft']) self.assertEqual(dashboard_data['number_waiting'], 1) self.assertIn('68.42', dashboard_data['sum_waiting']) # Check waiting payment refund.action_post() dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] self.assertEqual(dashboard_data['number_draft'], 0) self.assertIn('0.00', dashboard_data['sum_draft']) self.assertEqual(dashboard_data['number_waiting'], 2) self.assertIn('55.12', dashboard_data['sum_waiting']) # Check partial on refund payment = self.env['account.payment'].create({ 'amount': 10.0, 'payment_type': 'outbound', 'partner_type': 'customer', 'partner_id': self.partner_a.id, }) payment.action_post() (refund + payment.move_id).line_ids\ .filtered(lambda line: line.account_type == 'asset_receivable')\ .reconcile() dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] self.assertEqual(dashboard_data['number_draft'], 0) self.assertIn('0.00', dashboard_data['sum_draft']) self.assertEqual(dashboard_data['number_waiting'], 2) self.assertIn('65.12', dashboard_data['sum_waiting']) dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] self.assertEqual(dashboard_data['number_late'], 2) self.assertIn('65.12', dashboard_data['sum_late']) def test_sale_purchase_journal_for_multi_currency_sale(self): currency = self.other_currency company_currency = self.company_data['currency'] invoice = self.env['account.move'].create({ 'move_type': 'out_invoice', 'invoice_date': '2017-01-01', 'date': '2017-01-01', 'partner_id': self.partner_a.id, 'currency_id': currency.id, 'invoice_line_ids': [ (0, 0, {'name': 'test', 'price_unit': 200}) ], }) invoice.action_post() payment = self.env['account.payment'].create({ 'amount': 90.0, 'date': '2016-01-01', 'payment_type': 'inbound', 'partner_type': 'customer', 'partner_id': self.partner_a.id, 'currency_id': currency.id, }) payment.action_post() (invoice + payment.move_id).line_ids.filtered_domain([ ('account_id', '=', self.company_data['default_account_receivable'].id) ]).reconcile() default_journal_sale = self.company_data['default_journal_sale'] dashboard_data = default_journal_sale._get_journal_dashboard_data_batched()[default_journal_sale.id] self.assertEqual(format_amount(self.env, 55, company_currency), dashboard_data['sum_waiting']) self.assertEqual(format_amount(self.env, 55, company_currency), dashboard_data['sum_late']) @freeze_time("2023-03-15") def test_purchase_journal_numbers_and_sums_to_validate(self): company_currency = self.company_data['currency'] journal = self.company_data['default_journal_purchase'] datas = [ {'invoice_date_due': '2023-04-30'}, {'invoice_date_due': '2023-04-30', 'release_to_pay': 'yes'}, {'invoice_date_due': '2023-04-30', 'release_to_pay': 'no'}, {'invoice_date_due': '2023-03-01'}, {'invoice_date_due': '2023-03-01', 'release_to_pay': 'yes'}, {'invoice_date_due': '2023-03-01', 'release_to_pay': 'no'}, ] for data in datas: self.init_invoice('in_invoice', invoice_date='2023-03-01', post=False, amounts=[4000], invoice_date_due=data['invoice_date_due'], release_to_pay=data.get('release_to_pay')) dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] # Expected behavior is to have six amls waiting for payment for a total amount of 4440$ # three of which would be late for a total amount of 140$ self.assertEqual(4, dashboard_data['number_draft']) self.assertEqual(format_amount(self.env, 16000, company_currency), dashboard_data['sum_draft'])