def test_move_lines(self):
'Test move lines'
pool = Pool()
Account = pool.get('account.account')
FiscalYear = pool.get('account.fiscalyear')
Journal = pool.get('account.journal')
Move = pool.get('account.move')
MoveLine = pool.get('account.move.line')
PaymentType = pool.get('account.payment.type')
company = create_company()
with set_company(company):
create_chart(company)
fiscalyear = get_fiscalyear(company)
set_invoice_sequences(fiscalyear)
fiscalyear.save()
FiscalYear.create_period([fiscalyear])
period = fiscalyear.periods[0]
journal_revenue, = Journal.search([
('code', '=', 'REV'),
])
revenue, = Account.search([
('type.revenue', '=', True),
])
receivable, = Account.search([
('type.receivable', '=', True),
])
payable, = Account.search([
('type.payable', '=', True),
])
payment_payable, = PaymentType.create([{
'name': 'Payment Payable',
'kind': 'payable',
'company': company.id,
}])
payment_receivable, = PaymentType.create([{
'name': 'Payment Receivable',
'kind': 'receivable',
'company': company.id,
}])
move, = Move.create([{
'period': period.id,
'journal': journal_revenue.id,
'date': period.start_date,
}])
MoveLine.create([{
'move': move.id,
'account': revenue.id,
'debit': Decimal(30),
}])
self.assertRaises(Exception, MoveLine.create, [{
'move': move.id,
'account': revenue.id,
'debit': Decimal(30),
'payment_type': payment_receivable,
}])
def test_invoice_generation(self):
'Test invoice generation'
pool = Pool()
Account = pool.get('account.account')
FiscalYear = pool.get('account.fiscalyear')
Invoice = pool.get('account.invoice')
InvoiceLine = pool.get('account.invoice.line')
Party = pool.get('party.party')
PaymentTerm = pool.get('account.invoice.payment_term')
ProductUom = pool.get('product.uom')
ProductCategory = pool.get('product.category')
ProductTemplate = pool.get('product.template')
Product = pool.get('product.product')
Tax = pool.get('account.tax')
Address = pool.get('party.address')
PartyIdentifier = pool.get('party.identifier')
Country = pool.get('country.country')
Subdivision = pool.get('country.subdivision')
PaymentType = pool.get('account.payment.type')
country = Country(name='Country', code='ES', code3='ESP')
country.save()
subdivision = Subdivision(name='Subdivision',
country=country,
code='SUB',
type='province')
subdivision.save()
company = create_company()
currency = create_currency('EUR')
add_currency_rate(currency, 1.0)
tax_identifier = PartyIdentifier()
tax_identifier.type = 'eu_vat'
tax_identifier.code = 'BE0897290877'
company.header = 'Report Header'
company.party.name = 'Seller'
company.party.identifiers = [tax_identifier]
company.party.facturae_person_type = 'J'
company.party.facturae_residence_type = 'R'
company.party.save()
company.save()
# Save certificate into company
with open(os.path.join(CURRENT_PATH, 'certificate.pfx'),
'rb') as cert_file:
company.facturae_certificate = cert_file.read()
payment_term, = PaymentTerm.create([{
'name':
'20 days, 40 days',
'lines': [('create', [{
'sequence':
0,
'type':
'percent',
'divisor':
2,
'ratio':
Decimal('.5'),
'relativedeltas': [
('create', [
{
'days': 20,
},
]),
],
}, {
'sequence':
1,
'type':
'remainder',
'relativedeltas': [
('create', [
{
'days': 40,
},
]),
],
}])]
}])
with set_company(company):
create_chart(company, tax=True)
fiscalyear = set_invoice_sequences(get_fiscalyear(company))
fiscalyear.save()
FiscalYear.create_period([fiscalyear])
payment_receivable, = PaymentType.create([{
'name': 'Payment Receivable',
'kind': 'receivable',
'company': company.id,
'facturae_type': '01',
}])
revenue, = Account.search([('type.revenue', '=', True)])
expense, = Account.search([('type.expense', '=', True)])
tax_account, = Account.search([
('name', '=', 'Main Tax'),
])
with Transaction().set_user(0):
vat21 = Tax()
vat21.name = vat21.description = '21% VAT'
vat21.type = 'percentage'
vat21.rate = Decimal('0.21')
vat21.invoice_account = tax_account
vat21.report_type = '05'
vat21.credit_note_account = tax_account
vat21.save()
company_address, = company.party.addresses
company_address.street = 'street'
company_address.zip = '08201'
company_address.city = 'City'
company_address.subdivision = subdivision
company_address.country = country
company_address.save()
party = Party(name='Buyer')
party.facturae_person_type = 'J'
party.facturae_residence_type = 'R'
tax_identifier = PartyIdentifier()
tax_identifier.type = 'eu_vat'
tax_identifier.code = 'BE0897290877'
party.identifiers = [tax_identifier]
party.save()
address_dict = {
'party': party.id,
'street': 'St sample, 15',
'city': 'City',
'zip': '08201',
'subdivision': subdivision.id,
'country': country.id,
}
address, = Address.create([address_dict])
term, = PaymentTerm.create([{
'name':
'Payment term',
'lines': [('create', [{
'type':
'remainder',
'relativedeltas': [('create', [{
'sequence': 0,
'days': 0,
'months': 0,
'weeks': 0,
}])],
}])],
}])
account_category = ProductCategory()
account_category.name = 'Account Category'
account_category.accounting = True
account_category.account_expense = expense
account_category.account_revenue = revenue
account_category.customer_taxes = [vat21]
account_category.save()
unit, = ProductUom.search([('name', '=', 'Unit')])
template = ProductTemplate()
template.name = 'product'
template.default_uom = unit
template.type = 'service'
template.list_price = Decimal('40')
template.account_category = account_category
template.save()
product = Product()
product.template = template
product.save()
currency = create_currency('Eur')
add_currency_rate(currency, 1)
with Transaction().set_user(0):
invoice = Invoice()
invoice.type = 'out'
invoice.on_change_type()
invoice.party = party
invoice.on_change_party()
invoice.payment_type = payment_receivable
invoice.payment_term = term
invoice.currency = currency
invoice.company = company
invoice.payment_term = invoice.on_change_with_payment_term()
invoice.account = invoice.on_change_with_account()
line1 = InvoiceLine()
line1.product = product
line1.on_change_product()
line1.on_change_account()
line1.quantity = 5
line1.unit_price = Decimal('40')
line2 = InvoiceLine()
line2.account = revenue
line2.on_change_account()
line2.product = product
line2.on_change_product()
line2.description = 'Test'
line2.quantity = 1
line2.unit_price = Decimal(20)
invoice.lines = [line1, line2]
invoice.on_change_lines()
invoice.save()
Invoice.post([invoice])
Invoice.generate_facturae_default([invoice], 'privatepassword')
def test_check_credit_limit(self):
'Test check_credit_limit'
pool = Pool()
Account = pool.get('account.account')
Move = pool.get('account.move')
Journal = pool.get('account.journal')
Party = pool.get('party.party')
Sale = pool.get('sale.sale')
PaymentTerm = pool.get('account.invoice.payment_term')
Property = pool.get('ir.property')
ModelField = pool.get('ir.model.field')
FiscalYear = pool.get('account.fiscalyear')
company = create_company()
with set_company(company):
create_chart(company)
fiscalyear = set_invoice_sequences(get_fiscalyear(company))
fiscalyear.save()
FiscalYear.create_period([fiscalyear])
period = fiscalyear.periods[0]
receivable, = Account.search([
('kind', '=', 'receivable'),
])
revenue, = Account.search([
('kind', '=', 'revenue'),
])
journal, = Journal.search([], limit=1)
party, = Party.create([{
'name': 'Party',
'addresses': [
('create', [{}]),
],
'credit_limit_amount': Decimal('100'),
}])
Move.create([{
'journal':
journal.id,
'period':
period.id,
'date':
period.start_date,
'lines': [
('create', [{
'debit': Decimal('100'),
'account': receivable.id,
'party': party.id,
}, {
'credit': Decimal('100'),
'account': revenue.id,
}]),
],
}])
payment_term, = PaymentTerm.create([{
'name':
'Test',
'lines': [('create', [{
'type': 'remainder',
}])],
}])
field, = ModelField.search([
('model.model', '=', 'product.template'),
('name', '=', 'account_revenue'),
],
limit=1)
Property.create([{
'field': field.id,
'value': str(revenue),
'company': company.id,
}])
sale, = Sale.create([{
'party':
party.id,
'company':
company.id,
'payment_term':
payment_term.id,
'currency':
company.currency.id,
'invoice_address':
party.addresses[0].id,
'shipment_address':
party.addresses[0].id,
'lines': [
('create', [{
'description': 'Test',
'quantity': 1,
'unit_price': Decimal('50'),
}]),
],
}])
self.assertEqual(party.credit_amount, Decimal('100'))
Sale.quote([sale])
Sale.confirm([sale])
self.assertEqual(party.credit_amount, Decimal('100'))
# Test limit reaches
self.assertRaises(UserWarning, Sale.process, [sale])
# Increase limit
party.credit_limit_amount = Decimal('200')
party.save()
# process should work
Sale.process([sale])
self.assertEqual(sale.state, 'processing')
self.assertEqual(party.credit_amount, Decimal('150'))
# Re-process
Sale.process([sale])
# Decrease limit
party.credit_limit_amount = Decimal('100')
party.save()
# process should still work as sale is already processing
Sale.process([sale])
def test_check_credit_limit(self):
'Test check_credit_limit'
pool = Pool()
Account = pool.get('account.account')
Move = pool.get('account.move')
Journal = pool.get('account.journal')
Party = pool.get('party.party')
Sale = pool.get('sale.sale')
PaymentTerm = pool.get('account.invoice.payment_term')
Configuration = pool.get('account.configuration')
FiscalYear = pool.get('account.fiscalyear')
Invoice = pool.get('account.invoice')
company = create_company()
with set_company(company):
create_chart(company)
fiscalyear = set_invoice_sequences(get_fiscalyear(company))
fiscalyear.save()
FiscalYear.create_period([fiscalyear])
period = fiscalyear.periods[0]
receivable, = Account.search([
('type.receivable', '=', True),
])
revenue, = Account.search([
('type.revenue', '=', True),
])
journal, = Journal.search([], limit=1)
party, = Party.create([{
'name': 'Party',
'addresses': [
('create', [{}]),
],
'credit_limit_amount': Decimal('100'),
}])
Move.create([{
'journal':
journal.id,
'period':
period.id,
'date':
period.start_date,
'lines': [
('create', [{
'debit': Decimal('100'),
'account': receivable.id,
'party': party.id,
}, {
'credit': Decimal('100'),
'account': revenue.id,
}]),
],
}])
payment_term, = PaymentTerm.create([{
'name':
'Test',
'lines': [('create', [{
'type': 'remainder',
}])],
}])
config = Configuration(1)
config.default_category_account_revenue = revenue
config.save()
sale, = Sale.create([{
'party':
party.id,
'company':
company.id,
'payment_term':
payment_term.id,
'currency':
company.currency.id,
'invoice_address':
party.addresses[0].id,
'shipment_address':
party.addresses[0].id,
'lines': [
('create', [{
'description': 'Test',
'quantity': 1,
'unit_price': Decimal('50'),
}]),
],
}])
self.assertEqual(party.credit_amount, Decimal('100'))
Sale.quote([sale])
# Test limit reaches
self.assertRaises(UserWarning, Sale.confirm, [sale])
self.assertEqual(party.credit_amount, Decimal('100'))
# Increase limit
party.credit_limit_amount = Decimal('200')
party.save()
# process should work
Sale.confirm([sale])
self.assertEqual(sale.state, 'confirmed')
self.assertEqual(party.credit_amount, Decimal('150'))
# Process
Sale.process([sale])
# Decrease limit
party.credit_limit_amount = Decimal('100')
party.save()
# process should still work as sale is already processing
Sale.process([sale])
# Increase quantity invoiced does not change the credit amount
invoice, = sale.invoices
invoice_line, = invoice.lines
invoice_line.quantity += 1
invoice_line.save()
Invoice.post([invoice])
self.assertEqual(party.credit_amount, Decimal('150'))
def test_check_credit_limit(self):
'Test check_credit_limit'
pool = Pool()
Account = pool.get('account.account')
Move = pool.get('account.move')
Journal = pool.get('account.journal')
Party = pool.get('party.party')
Sale = pool.get('sale.sale')
PaymentTerm = pool.get('account.invoice.payment_term')
Property = pool.get('ir.property')
ModelField = pool.get('ir.model.field')
FiscalYear = pool.get('account.fiscalyear')
company = create_company()
with set_company(company):
create_chart(company)
fiscalyear = set_invoice_sequences(get_fiscalyear(company))
fiscalyear.save()
FiscalYear.create_period([fiscalyear])
period = fiscalyear.periods[0]
receivable, = Account.search([
('kind', '=', 'receivable'),
])
revenue, = Account.search([
('kind', '=', 'revenue'),
])
journal, = Journal.search([], limit=1)
party, = Party.create([{
'name': 'Party',
'addresses': [
('create', [{}]),
],
'credit_limit_amount': Decimal('100'),
}])
Move.create([{
'journal': journal.id,
'period': period.id,
'date': period.start_date,
'lines': [
('create', [{
'debit': Decimal('100'),
'account': receivable.id,
'party': party.id,
}, {
'credit': Decimal('100'),
'account': revenue.id,
}]),
],
}])
payment_term, = PaymentTerm.create([{
'name': 'Test',
'lines': [
('create', [{
'type': 'remainder',
}])
],
}])
field, = ModelField.search([
('model.model', '=', 'product.template'),
('name', '=', 'account_revenue'),
], limit=1)
Property.create([{
'field': field.id,
'value': str(revenue),
'company': company.id,
}])
sale, = Sale.create([{
'party': party.id,
'company': company.id,
'payment_term': payment_term.id,
'currency': company.currency.id,
'invoice_address': party.addresses[0].id,
'shipment_address': party.addresses[0].id,
'lines': [
('create', [{
'description': 'Test',
'quantity': 1,
'unit_price': Decimal('50'),
}]),
],
}])
self.assertEqual(party.credit_amount, Decimal('100'))
Sale.quote([sale])
Sale.confirm([sale])
self.assertEqual(party.credit_amount, Decimal('100'))
# Test limit reaches
self.assertRaises(UserWarning, Sale.process, [sale])
# Increase limit
party.credit_limit_amount = Decimal('200')
party.save()
# process should work
Sale.process([sale])
self.assertEqual(sale.state, 'processing')
self.assertEqual(party.credit_amount, Decimal('150'))
# Re-process
Sale.process([sale])
# Decrease limit
party.credit_limit_amount = Decimal('100')
party.save()
# process should still work as sale is already processing
Sale.process([sale])