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modules/analytic_budget/tests/scenario_analytic_budget.rst

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+========================
+Analytic Budget Scenario
+========================
+
+Imports::
+
+    >>> from decimal import Decimal
+
+    >>> from proteus import Model
+    >>> from trytond.modules.account.tests.tools import (
+    ...     create_chart, create_fiscalyear, get_accounts)
+    >>> from trytond.modules.company.tests.tools import create_company
+    >>> from trytond.tests.tools import activate_modules, assertEqual
+
+Activate the analytic_budget module::
+
+    >>> config = activate_modules('analytic_budget', create_company, create_chart)
+
+    >>> AnalyticAccount = Model.get('analytic_account.account')
+    >>> Budget = Model.get('analytic_account.budget')
+    >>> BudgetLine = Model.get('analytic_account.budget.line')
+    >>> Journal = Model.get('account.journal')
+    >>> Move = Model.get('account.move')
+    >>> Party = Model.get('party.party')
+
+Create a fiscal year::
+
+    >>> fiscalyear = create_fiscalyear()
+    >>> fiscalyear.click('create_period')
+    >>> period = fiscalyear.periods[0]
+    >>> next_period = fiscalyear.periods[1]
+
+Get accounts::
+
+    >>> accounts = get_accounts()
+
+Create the analytic accounts::
+
+    >>> root = AnalyticAccount(type='root', name="Root")
+    >>> root.save()
+    >>> analytic_account = AnalyticAccount(
+    ...     root=root, parent=root, name="Analytic")
+    >>> analytic_account.save()
+    >>> other_analytic_account = AnalyticAccount(
+    ...     root=root, parent=root, name="Other Analytic")
+    >>> other_analytic_account.save()
+
+Create the parties::
+
+    >>> customer = Party(name='Customer')
+    >>> customer.save()
+
+Create a budget::
+
+    >>> budget = Budget()
+    >>> budget.name = 'Budget'
+    >>> budget.root = root
+    >>> budget.start_date = period.start_date
+    >>> budget.end_date = period.end_date
+    >>> budget.click('update_lines')
+    >>> len(budget.lines)
+    2
+
+    >>> analytic_budget, = BudgetLine.find(
+    ...     [('account', '=', analytic_account.id)])
+    >>> analytic_budget.sequence = 1
+    >>> analytic_budget.amount = Decimal(70)
+    >>> analytic_budget.save()
+    >>> other_analytic_budget, = BudgetLine.find(
+    ...     [('account', '=', other_analytic_account.id)])
+    >>> other_analytic_budget.sequence = 2
+    >>> other_analytic_budget.amount = Decimal(50)
+    >>> other_analytic_budget.save()
+
+    >>> budget.click('update_lines')
+    >>> len(budget.lines)
+    2
+
+Create moves to test the budget::
+
+    >>> journal_revenue, = Journal.find([
+    ...         ('code', '=', 'REV'),
+    ...         ])
+    >>> move = Move()
+    >>> move.period = period
+    >>> move.journal = journal_revenue
+    >>> move.date = period.start_date
+    >>> line = move.lines.new()
+    >>> line.account = accounts['revenue']
+    >>> line.credit = Decimal(100)
+    >>> analytic_line = line.analytic_lines.new()
+    >>> analytic_line.credit = Decimal(60)
+    >>> analytic_line.account = analytic_account
+    >>> analytic_line = line.analytic_lines.new()
+    >>> analytic_line.credit = Decimal(40)
+    >>> analytic_line.account = other_analytic_account
+    >>> line = move.lines.new()
+    >>> line.account = accounts['receivable']
+    >>> line.debit = Decimal(100)
+    >>> line.party = customer
+    >>> move.click('post')
+
+Check actual amount the budget::
+
+    >>> analytic_budget.total_amount
+    Decimal('70.00')
+    >>> analytic_budget.actual_amount
+    Decimal('60.00')
+    >>> analytic_budget.percentage
+    Decimal('0.8571')
+    >>> other_analytic_budget.total_amount
+    Decimal('50.00')
+    >>> other_analytic_budget.actual_amount
+    Decimal('40.00')
+    >>> other_analytic_budget.percentage
+    Decimal('0.8000')
+
+Copy the budget without amounts::
+
+    >>> copy_budget = budget.click('copy_button')
+    >>> copy_budget.form.start_date = next_period.start_date
+    >>> copy_budget.form.end_date = next_period.end_date
+    >>> copy_budget.form.factor = Decimal('1.2')
+    >>> copy_budget.execute('copy')
+    >>> new_budget, = copy_budget.actions[0]
+    >>> assertEqual(new_budget.start_date, next_period.start_date)
+    >>> assertEqual(new_budget.end_date, next_period.end_date)
+    >>> analytic_budget, other_analytic_budget = new_budget.lines
+    >>> analytic_budget.total_amount
+    Decimal('84.00')
+    >>> analytic_budget.actual_amount
+    Decimal('0.00')
+    >>> analytic_budget.percentage
+    Decimal('0.0000')