from dateutil.relativedelta import relativedelta from freezegun import freeze_time from odoo import Command from odoo.addons.account.tests.common import AccountTestInvoicingCommon from odoo.tests import tagged from odoo.tools.misc import format_amount @tagged('post_install', '-at_install') class TestAccountJournalDashboard(AccountTestInvoicingCommon): @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 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('68.42', dashboard_data['sum_waiting']) # Check partial 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('78.42', dashboard_data['sum_waiting']) dashboard_data = journal._get_journal_dashboard_data_batched()[journal.id] self.assertEqual(dashboard_data['number_late'], 2) self.assertIn('78.42', dashboard_data['sum_late']) def test_sale_purchase_journal_for_multi_currency_purchase(self): currency = self.currency_data['currency'] company_currency = self.company_data['currency'] invoice = self.env['account.move'].create({ 'move_type': 'in_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': 'outbound', 'partner_type': 'supplier', '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_payable'].id) ]).reconcile() default_journal_purchase = self.company_data['default_journal_purchase'] dashboard_data = default_journal_purchase._get_journal_dashboard_data_batched()[default_journal_purchase.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']) def test_sale_purchase_journal_for_multi_currency_sale(self): currency = self.currency_data['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(self): company_currency = self.company_data['currency'] journal = self.company_data['default_journal_purchase'] #Setup multiple payments term twentyfive_now_term = self.env['account.payment.term'].create({ 'name': '25% now, rest in 30 days', 'note': 'Pay 25% on invoice date and 75% 30 days later', 'line_ids': [ (0, 0, { 'value': 'percent', 'value_amount': 25.00, 'delay_type': 'days_after', 'nb_days': 0, }), (0, 0, { 'value': 'percent', 'value_amount': 75.00, 'delay_type': 'days_after', 'nb_days': 30, }), ], }) self.env['account.move'].create({ 'move_type': 'in_invoice', 'journal_id': journal.id, 'partner_id': self.partner_a.id, 'invoice_date': '2023-04-01', 'date': '2023-03-15', 'invoice_payment_term_id': twentyfive_now_term.id, 'invoice_line_ids': [(0, 0, { 'product_id': self.product_a.id, 'quantity': 1, 'name': 'product test 1', 'price_unit': 4000, 'tax_ids': [], })] }).action_post() # This bill has two amls of 10$. Both are waiting for payment and due in 16 and 46 days. # number_waiting += 2, sum_waiting += -4000$, number_late += 0, sum_late += 0$ self.env['account.move'].create({ 'move_type': 'in_invoice', 'journal_id': journal.id, 'partner_id': self.partner_a.id, 'invoice_date': '2023-03-01', 'date': '2023-03-15', 'invoice_payment_term_id': twentyfive_now_term.id, 'invoice_line_ids': [(0, 0, { 'product_id': self.product_a.id, 'quantity': 1, 'name': 'product test 1', 'price_unit': 400, 'tax_ids': [], })] }).action_post() # This bill has two amls of 100$. One which is late and due 14 days prior and one which is waiting for payment and due in 15 days. # number_waiting += 2, sum_waiting += -400$, number_late += 1, sum_late += -100$ self.env['account.move'].create({ 'move_type': 'in_invoice', 'journal_id': journal.id, 'partner_id': self.partner_a.id, 'invoice_date': '2023-02-01', 'date': '2023-03-15', 'invoice_payment_term_id': twentyfive_now_term.id, 'invoice_line_ids': [(0, 0, { 'product_id': self.product_a.id, 'quantity': 1, 'name': 'product test 1', 'price_unit': 40, 'tax_ids': [], })] }).action_post() # This bill has two amls of 1000$. Both of them are late and due 45 and 15 days prior. # number_waiting += 2, sum_waiting += -40$, number_late += 2, sum_late += -40$ 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(6, dashboard_data['number_waiting']) self.assertEqual(format_amount(self.env, 4440, company_currency), dashboard_data['sum_waiting']) self.assertEqual(3, dashboard_data['number_late']) self.assertEqual(format_amount(self.env, 140, company_currency), dashboard_data['sum_late']) def test_gap_in_sequence_warning(self): journal = self.company_data['default_journal_sale'] self.assertFalse(journal._query_has_sequence_holes()) # No moves so no gap moves = self.env['account.move'].create([{ 'move_type': 'out_invoice', 'journal_id': journal.id, 'partner_id': self.partner_a.id, 'invoice_date': f'1900-01-{i+1:02d}', 'date': f'2019-01-{i+1:02d}', 'invoice_line_ids': [Command.create({ 'product_id': self.product_a.id, 'quantity': 40.0, 'name': 'product test 1', 'price_unit': 2.27, 'tax_ids': [], })] } for i in range(10)]).sorted('date') gap_date = moves[3].date moves[:8].action_post() # Only post 8 moves and keep 2 draft moves self.assertFalse(journal._query_has_sequence_holes()) # no gap, no gap warning, and draft moves shouldn't trigger the warning moves[2:4].button_draft() self.assertFalse(journal._query_has_sequence_holes()) # no gap (with draft moves using sequence numbers), no gap warning moves[3].unlink() self.assertTrue(journal.has_sequence_holes) # gap due to missing sequence, gap warning moves[2].action_post() self.company_data['company'].write({'fiscalyear_lock_date': gap_date + relativedelta(days=1)}) self.assertFalse(journal._query_has_sequence_holes()) # gap but prior to lock-date, no gap warning moves[6].button_draft() moves[6].button_cancel() self.assertTrue(journal._query_has_sequence_holes()) # gap due to canceled move using a sequence, gap warning