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modules/sale/tests/scenario_sale_reporting.rst
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modules/sale/tests/scenario_sale_reporting.rst
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=======================
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Sale Reporting Scenario
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=======================
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Imports::
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>>> from decimal import Decimal
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>>> from dateutil.relativedelta import relativedelta
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>>> from proteus import Model
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>>> from trytond.modules.account.tests.tools import (
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... create_chart, create_fiscalyear, get_accounts)
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>>> from trytond.modules.account_invoice.tests.tools import (
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... set_fiscalyear_invoice_sequences)
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>>> from trytond.modules.company.tests.tools import create_company
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>>> from trytond.tests.tools import activate_modules, assertEqual
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Activate modules::
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>>> config = activate_modules('sale', create_company, create_chart)
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Create fiscal year::
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>>> fiscalyear = set_fiscalyear_invoice_sequences(create_fiscalyear())
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>>> fiscalyear.click('create_period')
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Get accounts::
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>>> accounts = get_accounts()
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>>> revenue = accounts['revenue']
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>>> expense = accounts['expense']
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Create countries::
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>>> Region = Model.get('country.region')
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>>> Country = Model.get('country.country')
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>>> Subdivision = Model.get('country.subdivision')
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>>> north_america, = Region.find([('code_numeric', '=', '021')])
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>>> country_us = Country(name="United States", region=north_america)
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>>> country_us.save()
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>>> california = Subdivision(
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... name="California", type='state', country=country_us)
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>>> california.save()
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>>> new_york = Subdivision(
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... name="New York", type='state', country=country_us)
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>>> new_york.save()
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Create party categories::
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>>> PartyCategory = Model.get('party.category')
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>>> party_category_root1 = PartyCategory(name="Root1")
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>>> party_category_root1.save()
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>>> party_category_child1 = PartyCategory(
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... name="Child1", parent=party_category_root1)
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>>> party_category_child1.save()
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>>> party_category_child2 = PartyCategory(
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... name="Child2", parent=party_category_root1)
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>>> party_category_child2.save()
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>>> party_category_root2 = PartyCategory(name="Root2")
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>>> party_category_root2.save()
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Create parties::
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>>> Party = Model.get('party.party')
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>>> customer1 = Party(name='Customer1')
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>>> customer1.categories.append(PartyCategory(party_category_child1.id))
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>>> customer1.categories.append(PartyCategory(party_category_root2.id))
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>>> address, = customer1.addresses
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>>> address.country = country_us
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>>> address.subdivision = california
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>>> customer1.save()
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>>> customer2 = Party(name='Customer2')
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>>> customer2.categories.append(PartyCategory(party_category_child2.id))
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>>> address, = customer2.addresses
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>>> address.country = country_us
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>>> address.subdivision = new_york
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>>> customer2.save()
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Create account categories::
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>>> Category = Model.get('product.category')
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>>> account_category = Category(name="Account Category")
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>>> account_category.accounting = True
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>>> account_category.account_revenue = revenue
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>>> account_category.save()
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Create products::
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>>> ProductUom = Model.get('product.uom')
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>>> unit, = ProductUom.find([('name', '=', 'Unit')])
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>>> ProductTemplate = Model.get('product.template')
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>>> template1 = ProductTemplate()
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>>> template1.name = "Product1"
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>>> template1.default_uom = unit
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>>> template1.type = 'service'
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>>> template1.salable = True
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>>> template1.list_price = Decimal('10')
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>>> template1.account_category = account_category
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>>> template1.save()
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>>> product1, = template1.products
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>>> template2, = template1.duplicate(default={'name': "Product2"})
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>>> template2.account_category = account_category
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>>> template2.save()
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>>> product2, = template2.products
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>>> category_root1 = Category(name="Root1")
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>>> category_root1.save()
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>>> category_child1 = Category(name="Child1", parent=category_root1)
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>>> category_child1.save()
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>>> category_child2 = Category(name="Child2", parent=category_root1)
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>>> category_child2.save()
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>>> category_root2 = Category(name="Root2")
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>>> category_root2.save()
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>>> template1.categories.append(Category(category_child1.id))
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>>> template1.categories.append(Category(category_root2.id))
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>>> template1.save()
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>>> template2.categories.append(Category(category_child2.id))
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>>> template2.save()
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Create sales::
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>>> Sale = Model.get('sale.sale')
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>>> sale1 = Sale()
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>>> sale1.party = customer1
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>>> sale1.sale_date = fiscalyear.start_date
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>>> line = sale1.lines.new()
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>>> line.product = product1
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>>> line.quantity = 2
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>>> line = sale1.lines.new()
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>>> line.product = product2
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>>> line.quantity = 1
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>>> sale1.click('quote')
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>>> sale1.click('confirm')
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>>> sale2 = Sale()
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>>> sale2.party = customer2
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>>> sale2.sale_date = fiscalyear.start_date + relativedelta(months=1)
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>>> line = sale2.lines.new()
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>>> line.product = product1
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>>> line.quantity = 1
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>>> sale2.click('quote')
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>>> sale2.click('confirm')
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Check sale reporting per customer::
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>>> Customer = Model.get('sale.reporting.customer')
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>>> CustomerTimeseries = Model.get('sale.reporting.customer.time_series')
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>>> context = dict(
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... from_date=fiscalyear.start_date,
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... to_date=fiscalyear.end_date,
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... period='month')
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>>> with config.set_context(context=context):
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... reports = Customer.find([])
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... time_series = CustomerTimeseries.find([])
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>>> len(reports)
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2
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>>> with config.set_context(context=context):
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... assertEqual({(r.customer.id, r.number, r.revenue) for r in reports},
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... {(customer1.id, 1, Decimal('30')),
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... (customer2.id, 1, Decimal('10'))})
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>>> len(time_series)
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2
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>>> with config.set_context(context=context):
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... assertEqual({(r.customer.id, r.date, r.number, r.revenue)
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... for r in time_series},
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... {(customer1.id, sale1.sale_date.replace(day=1), 1, Decimal('30')),
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... (customer2.id, sale2.sale_date.replace(day=1), 1, Decimal('10'))})
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Check sale reporting per customer categories::
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>>> CustomerCategory = Model.get('sale.reporting.customer.category')
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>>> CustomerCategoryTimeseries = Model.get(
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... 'sale.reporting.customer.category.time_series')
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>>> CustomerCategoryTree = Model.get('sale.reporting.customer.category.tree')
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>>> with config.set_context(context=context):
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... reports = CustomerCategory.find([])
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... time_series = CustomerCategoryTimeseries.find([])
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... tree = CustomerCategoryTree.find([])
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>>> len(reports)
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3
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>>> with config.set_context(context=context):
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... assertEqual({(r.category.id, r.number, r.revenue) for r in reports},
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... {(party_category_child1.id, 1, Decimal('30')),
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... (party_category_root2.id, 1, Decimal('30')),
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... (party_category_child2.id, 1, Decimal('10'))})
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>>> len(time_series)
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3
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>>> with config.set_context(context=context):
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... assertEqual({
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... (r.category.id, r.date, r.number, r.revenue)
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... for r in time_series},
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... {
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... (party_category_child1.id, sale1.sale_date.replace(day=1),
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... 1, Decimal('30')),
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... (party_category_root2.id, sale1.sale_date.replace(day=1),
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... 1, Decimal('30')),
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... (party_category_child2.id, sale2.sale_date.replace(day=1),
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... 1, Decimal('10'))})
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>>> len(tree)
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4
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>>> with config.set_context(context=context):
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... assertEqual({(r.name, r.revenue) for r in tree},
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... {('Root1', Decimal('40')),
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... ('Child1', Decimal('30')),
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... ('Child2', Decimal('10')),
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... ('Root2', Decimal('30'))})
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>>> child1, = CustomerCategoryTree.find([('rec_name', '=', 'Child1')])
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>>> child1.rec_name
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'Child1'
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Check sale reporting per product::
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>>> Product = Model.get('sale.reporting.product')
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>>> ProductTimeseries = Model.get('sale.reporting.product.time_series')
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>>> with config.set_context(context=context):
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... reports = Product.find([])
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... time_series = ProductTimeseries.find([])
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>>> len(reports)
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2
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>>> with config.set_context(context=context):
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... assertEqual({(r.product.id, r.number, r.revenue) for r in reports},
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... {(product1.id, 2, Decimal('30')),
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... (product2.id, 1, Decimal('10'))})
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>>> len(time_series)
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3
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>>> with config.set_context(context=context):
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... assertEqual({(r.product.id, r.date, r.number, r.revenue)
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... for r in time_series},
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... {(product1.id, sale1.sale_date.replace(day=1), 1, Decimal('20')),
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... (product2.id, sale1.sale_date.replace(day=1), 1, Decimal('10')),
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... (product1.id, sale2.sale_date.replace(day=1), 1, Decimal('10'))})
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Check sale reporting per product categories::
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>>> ProductCategory = Model.get('sale.reporting.product.category')
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>>> ProductCategoryTimeseries = Model.get(
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... 'sale.reporting.product.category.time_series')
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>>> ProductCategoryTree = Model.get('sale.reporting.product.category.tree')
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>>> with config.set_context(context=context):
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... reports = ProductCategory.find([])
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... time_series = ProductCategoryTimeseries.find([])
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... tree = ProductCategoryTree.find([])
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>>> len(reports)
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4
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>>> with config.set_context(context=context):
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... assertEqual({(r.category.id, r.number, r.revenue) for r in reports},
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... {(category_child1.id, 2, Decimal('30')),
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... (category_root2.id, 2, Decimal('30')),
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... (category_child2.id, 1, Decimal('10')),
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... (account_category.id, 2, Decimal('40'))})
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>>> len(time_series)
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7
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>>> with config.set_context(context=context):
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... assertEqual({(r.category.id, r.date, r.number, r.revenue)
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... for r in time_series},
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... {(category_child1.id, sale1.sale_date.replace(day=1), 1, Decimal('20')),
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... (category_root2.id, sale1.sale_date.replace(day=1), 1, Decimal('20')),
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... (category_child2.id, sale1.sale_date.replace(day=1), 1, Decimal('10')),
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... (category_child1.id, sale2.sale_date.replace(day=1), 1, Decimal('10')),
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... (category_root2.id, sale2.sale_date.replace(day=1), 1, Decimal('10')),
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... (account_category.id, sale1.sale_date.replace(day=1), 1, Decimal('30')),
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... (account_category.id, sale2.sale_date.replace(day=1), 1, Decimal('10'))})
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>>> len(tree)
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5
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>>> with config.set_context(context=context):
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... assertEqual({(r.name, r.revenue) for r in tree},
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... {('Root1', Decimal('40')),
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... ('Child1', Decimal('30')),
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... ('Child2', Decimal('10')),
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... ('Root2', Decimal('30')),
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... ('Account Category', Decimal('40'))})
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>>> child1, = ProductCategoryTree.find([('rec_name', '=', 'Child1')])
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>>> child1.rec_name
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'Child1'
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Check sale reporting per countries::
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>>> RegionTree = Model.get('sale.reporting.region.tree')
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>>> CountryTree = Model.get('sale.reporting.country.tree')
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>>> CountryTimeseries = Model.get('sale.reporting.country.time_series')
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>>> SubdivisionTimeseries = Model.get(
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... 'sale.reporting.country.subdivision.time_series')
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>>> with config.set_context(context=context):
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... region = RegionTree(north_america.id)
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... countries = CountryTree.find([])
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... country_time_series = CountryTimeseries.find([])
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... subdivision_time_series = SubdivisionTimeseries.find([])
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>>> region.revenue
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Decimal('40.00')
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>>> region.parent.revenue
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Decimal('40.00')
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>>> len(countries)
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3
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>>> with config.set_context(context=context):
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... sorted((c.region, c.number, c.revenue) for c in countries)
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[('California', 1, Decimal('30.00')), ('New York', 1, Decimal('10.00')), ('United States', 2, Decimal('40.00'))]
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>>> len(country_time_series)
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2
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>>> with config.set_context(context=context):
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... assertEqual({(r.country.id, r.date, r.number, r.revenue)
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... for r in country_time_series},
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... {(country_us.id, sale1.sale_date.replace(day=1), 1, Decimal('30')),
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... (country_us.id, sale2.sale_date.replace(day=1), 1, Decimal('10'))})
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>>> len(subdivision_time_series)
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2
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>>> with config.set_context(context=context):
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... assertEqual({(r.subdivision.id, r.date, r.number, r.revenue)
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... for r in subdivision_time_series},
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... {(california.id, sale1.sale_date.replace(day=1), 1, Decimal('30')),
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... (new_york.id, sale2.sale_date.replace(day=1), 1, Decimal('10'))})
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