first commit

modules/sale_opportunity/tests/__init__.py

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+# This file is part of Tryton.  The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.

modules/sale_opportunity/tests/scenario_sale_opportunity.rst

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+=========================
+Sale Opportunity Scenario
+=========================
+
+Imports::
+
+    >>> from decimal import Decimal
+
+    >>> from proteus import Model
+    >>> from trytond.modules.account.tests.tools import (
+    ...     create_chart, create_tax, get_accounts)
+    >>> from trytond.modules.account_invoice.tests.tools import create_payment_term
+    >>> from trytond.modules.company.tests.tools import create_company
+    >>> from trytond.tests.tools import activate_modules, assertEqual
+
+Activate modules::
+
+    >>> config = activate_modules('sale_opportunity', create_company, create_chart)
+
+    >>> Sale = Model.get('sale.sale')
+    >>> Employee = Model.get('company.employee')
+    >>> Party = Model.get('party.party')
+
+Create employee::
+
+    >>> employee_party = Party(name="Employee")
+    >>> employee_party.save()
+    >>> employee = Employee(party=employee_party)
+    >>> employee.save()
+
+Get accounts::
+
+    >>> accounts = get_accounts()
+    >>> revenue = accounts['revenue']
+
+Create tax::
+
+    >>> tax = create_tax(Decimal('.10'))
+    >>> tax.save()
+
+Create party::
+
+    >>> Party = Model.get('party.party')
+    >>> customer = Party(name='Customer')
+    >>> customer.save()
+
+Create account category::
+
+    >>> ProductCategory = Model.get('product.category')
+    >>> account_category = ProductCategory(name="Account Category")
+    >>> account_category.accounting = True
+    >>> account_category.account_revenue = revenue
+    >>> account_category.customer_taxes.append(tax)
+    >>> account_category.save()
+
+Create product::
+
+    >>> ProductUom = Model.get('product.uom')
+    >>> unit, = ProductUom.find([('name', '=', 'Unit')])
+    >>> ProductTemplate = Model.get('product.template')
+
+    >>> template = ProductTemplate()
+    >>> template.name = 'product'
+    >>> template.default_uom = unit
+    >>> template.type = 'goods'
+    >>> template.salable = True
+    >>> template.list_price = Decimal('10')
+    >>> template.account_category = account_category
+    >>> template.save()
+    >>> product, = template.products
+
+Create payment term::
+
+    >>> payment_term = create_payment_term()
+    >>> payment_term.save()
+
+Create an lead::
+
+    >>> Opportunity = Model.get('sale.opportunity')
+    >>> opportunity = Opportunity()
+    >>> opportunity.description = 'Opportunity'
+    >>> opportunity.save()
+    >>> opportunity.state
+    'lead'
+
+Convert to opportunity::
+
+    >>> opportunity.party = customer
+    >>> opportunity.address, = customer.addresses
+    >>> opportunity.payment_term = payment_term
+    >>> opportunity.amount = Decimal(100)
+    >>> opportunity.employee = employee
+    >>> opportunity.click('opportunity')
+    >>> opportunity.state
+    'opportunity'
+
+Add a line::
+
+    >>> line = opportunity.lines.new()
+    >>> line.product = product
+    >>> line.quantity = 10
+    >>> opportunity.save()
+
+Convert to sale::
+
+    >>> sale, = opportunity.click('convert')
+    >>> opportunity.state
+    'converted'
+    >>> assertEqual(sale.origin, opportunity)
+
+Find the sale::
+
+    >>> line, = sale.lines
+    >>> assertEqual(line.product, product)
+    >>> line.quantity
+    10.0
+    >>> assertEqual(line.taxes, [tax])
+
+Quote different quantity::
+
+    >>> line.quantity = 9
+    >>> sale.click('quote')
+
+Check opportunity amount updated::
+
+    >>> opportunity.reload()
+    >>> opportunity.amount
+    Decimal('90.00')
+    >>> opportunity.state
+    'converted'
+
+Add a second quotation::
+
+    >>> second_sale = Sale()
+    >>> second_sale.origin = opportunity
+    >>> second_sale.party = customer
+    >>> second_sale.payment_term = payment_term
+    >>> line = second_sale.lines.new()
+    >>> line.product = product
+    >>> line.quantity = 1
+    >>> second_sale.click('quote')
+
+Check opportunity amount updated::
+
+    >>> opportunity.reload()
+    >>> opportunity.amount
+    Decimal('100.00')
+    >>> opportunity.state
+    'converted'
+
+Cancel second quotation::
+
+    >>> second_sale.click('cancel')
+    >>> second_sale.state
+    'cancelled'
+
+Check opportunity amount updated::
+
+    >>> opportunity.reload()
+    >>> opportunity.amount
+    Decimal('90.00')
+    >>> opportunity.state
+    'converted'
+
+Won opportunity::
+
+    >>> sale.click('confirm')
+    >>> opportunity.reload()
+    >>> opportunity.state
+    'won'
+
+Check opportunity state updated::
+
+    >>> opportunity.reload()
+    >>> opportunity.state
+    'won'

modules/sale_opportunity/tests/scenario_sale_opportunity_reporting.rst

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+===================================
+Sale Opportunity Reporting Scenario
+===================================
+
+Imports::
+
+    >>> import datetime as dt
+    >>> from decimal import Decimal
+
+    >>> from proteus import Model
+    >>> from trytond.modules.company.tests.tools import create_company
+    >>> from trytond.tests.tools import activate_modules
+
+    >>> today = dt.date.today()
+
+Activate modules::
+
+    >>> config = activate_modules('sale_opportunity', create_company)
+
+    >>> Employee = Model.get('company.employee')
+    >>> Opportunity = Model.get('sale.opportunity')
+    >>> Party = Model.get('party.party')
+    >>> ProductCategory = Model.get('product.category')
+
+Create employees::
+
+    >>> employee1_party = Party(name="Employee 1")
+    >>> employee1_party.save()
+    >>> employee1 = Employee(party=employee1_party)
+    >>> employee1.save()
+
+    >>> employee2_party = Party(name="Employee 2")
+    >>> employee2_party.save()
+    >>> employee2 = Employee(party=employee2_party)
+    >>> employee2.save()
+
+Create parties::
+
+    >>> customer1 = Party(name="Customer 1")
+    >>> customer1.save()
+    >>> customer2 = Party(name="Customer 2")
+    >>> customer2.save()
+
+Create leads and opportunities::
+
+    >>> lead = Opportunity(party=customer1)
+    >>> lead.amount = Decimal('1000.00')
+    >>> lead.save()
+
+    >>> opportunity = Opportunity(party=customer1)
+    >>> opportunity.amount = Decimal('2000.00')
+    >>> opportunity.employee = employee1
+    >>> opportunity.click('opportunity')
+
+    >>> opportunity = Opportunity(party=customer2)
+    >>> opportunity.amount = Decimal('500.00')
+    >>> opportunity.employee = employee2
+    >>> opportunity.end_date = today
+    >>> opportunity.click('opportunity')
+    >>> sale, = opportunity.click('convert')
+
+    >>> opportunity = Opportunity(party=customer1)
+    >>> opportunity.amount = Decimal('700.00')
+    >>> opportunity.employee = employee1
+    >>> opportunity.click('opportunity')
+    >>> sale, = opportunity.click('convert')
+    >>> line = sale.lines.new()
+    >>> line.quantity = 1
+    >>> line.unit_price = Decimal('800.00')
+    >>> sale.invoice_address, = sale.party.addresses
+    >>> sale.click('quote')
+    >>> sale.click('confirm')
+
+    >>> opportunity = Opportunity(party=customer2)
+    >>> opportunity.amount = Decimal('200.00')
+    >>> opportunity.employee = employee2
+    >>> opportunity.click('opportunity')
+    >>> opportunity.click('lost')
+
+Check opportunity reporting::
+
+    >>> Main = Model.get('sale.opportunity.reporting.main')
+    >>> context = dict(
+    ...     from_date=today,
+    ...     to_date=today,
+    ...     period='month')
+    >>> with config.set_context(context=context):
+    ...     reports = Main.find([])
+    >>> report, = reports
+    >>> report.number
+    5
+    >>> report.amount
+    Decimal('4500.00')
+    >>> report.converted
+    2
+    >>> report.conversion_rate
+    0.4
+    >>> report.converted_amount
+    Decimal('1300.00')
+
+    >>> report, = report.time_series
+    >>> report.number
+    5
+    >>> report.amount
+    Decimal('4500.00')
+    >>> report.converted
+    2
+    >>> report.conversion_rate
+    0.4
+    >>> report.converted_amount
+    Decimal('1300.00')
+
+Check conversion reporting::
+
+    >>> Conversion = Model.get('sale.opportunity.reporting.conversion')
+    >>> with config.set_context(context=context):
+    ...     reports = Conversion.find([])
+    >>> report, = reports
+    >>> report.number
+    3
+    >>> report.converted
+    2
+    >>> report.won
+    1
+    >>> report.winning_rate
+    0.3333
+    >>> report.won_amount
+    Decimal('800.00')
+    >>> report.lost
+    1
+    >>> len(report.time_series)
+    1
+
+    >>> ConversionEmployee = Model.get(
+    ...     'sale.opportunity.reporting.conversion.employee')
+    >>> with config.set_context(context=context):
+    ...     reports = ConversionEmployee.find([])
+    >>> len(reports)
+    2

modules/sale_opportunity/tests/test_module.py

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+# This file is part of Tryton.  The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
+
+from trytond.modules.company.tests import CompanyTestMixin
+from trytond.modules.party.tests import PartyCheckReplaceMixin
+from trytond.tests.test_tryton import ModuleTestCase
+
+
+class SaleOpportunityTestCase(
+        PartyCheckReplaceMixin, CompanyTestMixin, ModuleTestCase):
+    'Test SaleOpportunity module'
+    module = 'sale_opportunity'
+
+
+del ModuleTestCase

modules/sale_opportunity/tests/test_scenario.py

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+# This file is part of Tryton.  The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
+
+from trytond.tests.test_tryton import load_doc_tests
+
+
+def load_tests(*args, **kwargs):
+    return load_doc_tests(__name__, __file__, *args, **kwargs)