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tradon/modules/account_invoice/tests/scenario_credit_note.rst
2026-03-14 09:42:12 +00:00

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====================
Credit Note Scenario
====================
Imports::
>>> from decimal import Decimal
>>> from proteus import Model
>>> from trytond.modules.account.tests.tools import (
... create_chart, create_fiscalyear, create_tax, get_accounts)
>>> from trytond.modules.account_invoice.tests.tools import (
... set_fiscalyear_invoice_sequences)
>>> from trytond.modules.company.tests.tools import create_company
>>> from trytond.tests.tools import activate_modules
Activate modules::
>>> config = activate_modules('account_invoice', create_company, create_chart)
Create fiscal year::
>>> fiscalyear = set_fiscalyear_invoice_sequences(
... create_fiscalyear())
>>> fiscalyear.click('create_period')
Get accounts::
>>> accounts = get_accounts()
>>> receivable = accounts['receivable']
>>> revenue = accounts['revenue']
>>> expense = accounts['expense']
>>> account_cash = accounts['cash']
Create tax::
>>> TaxCode = Model.get('account.tax.code')
>>> tax = create_tax(Decimal('.10'))
>>> tax.save()
Create payment method::
>>> Journal = Model.get('account.journal')
>>> PaymentMethod = Model.get('account.invoice.payment.method')
>>> Sequence = Model.get('ir.sequence')
>>> journal_cash, = Journal.find([('type', '=', 'cash')])
>>> payment_method = PaymentMethod()
>>> payment_method.name = 'Cash'
>>> payment_method.journal = journal_cash
>>> payment_method.credit_account = account_cash
>>> payment_method.debit_account = account_cash
>>> payment_method.save()
Create party::
>>> Party = Model.get('party.party')
>>> party = Party(name='Party')
>>> party.save()
Create account category::
>>> ProductCategory = Model.get('product.category')
>>> account_category = ProductCategory(name="Account Category")
>>> account_category.accounting = True
>>> account_category.account_expense = expense
>>> 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 = 'service'
>>> template.list_price = Decimal('40')
>>> template.account_category = account_category
>>> template.save()
>>> product, = template.products
Create credit note::
>>> Invoice = Model.get('account.invoice')
>>> invoice = Invoice()
>>> invoice.party = party
>>> line = invoice.lines.new()
>>> line.product = product
>>> line.quantity = -5
>>> line.unit_price = Decimal('40')
>>> invoice.total_amount
Decimal('-220.00')
>>> invoice.save()
Post credit note::
>>> invoice.click('post')
>>> invoice.state
'posted'
Pay credit note::
>>> pay = invoice.click('pay')
>>> pay.form.amount
Decimal('-220.00')
>>> pay.form.amount = Decimal('-120.00')
>>> pay.form.payment_method = payment_method
>>> pay.execute('choice')
>>> pay.form.type = 'partial'
>>> pay.form.amount
Decimal('-120.00')
>>> len(pay.form.lines_to_pay)
1
>>> len(pay.form.payment_lines)
0
>>> len(pay.form.lines)
1
>>> pay.form.amount_writeoff
Decimal('-100.00')
>>> pay.execute('pay')
>>> pay.state
'end'
>>> pay = invoice.click('pay')
>>> pay.form.amount
Decimal('-100.00')
>>> pay.form.amount = Decimal('-100.00')
>>> pay.form.payment_method = payment_method
>>> pay.execute('choice')
>>> invoice.state
'paid'
>>> sorted(l.debit for l in invoice.reconciliation_lines)
[Decimal('100.00'), Decimal('120.00')]