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tradon/modules/analytic_account/tests/test_module.py
2026-03-14 09:42:12 +00:00

287 lines
11 KiB
Python

# 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 decimal import Decimal
from trytond.modules.account.tests import create_chart, get_fiscalyear
from trytond.modules.company.tests import (
CompanyTestMixin, create_company, set_company)
from trytond.modules.currency.tests import create_currency
from trytond.pool import Pool
from trytond.tests.test_tryton import ModuleTestCase, with_transaction
from trytond.transaction import Transaction
class AnalyticAccountTestCase(CompanyTestMixin, ModuleTestCase):
'Test AnalyticAccount module'
module = 'analytic_account'
@with_transaction()
def test_account_debit_credit(self):
'Test account debit/credit'
pool = Pool()
Party = pool.get('party.party')
AnalyticAccount = pool.get('analytic_account.account')
Journal = pool.get('account.journal')
Account = pool.get('account.account')
Move = pool.get('account.move')
transaction = Transaction()
party = Party(name='Party')
party.save()
company = create_company()
with set_company(company):
root, = AnalyticAccount.create([{
'type': 'root',
'name': 'Root',
}])
analytic_account, = AnalyticAccount.create([{
'type': 'normal',
'name': 'Analytic Account',
'parent': root.id,
'root': root.id,
}])
create_chart(company)
fiscalyear = get_fiscalyear(company)
fiscalyear.save()
fiscalyear.create_period([fiscalyear])
period = fiscalyear.periods[0]
journal_revenue, = Journal.search([
('code', '=', 'REV'),
])
journal_expense, = Journal.search([
('code', '=', 'EXP'),
])
revenue, = Account.search([
('type.revenue', '=', True),
('closed', '=', False),
], limit=1)
receivable, = Account.search([
('type.receivable', '=', True),
('closed', '=', False),
], limit=1)
expense, = Account.search([
('type.expense', '=', True),
('closed', '=', False),
], limit=1)
payable, = Account.search([
('type.payable', '=', True),
('closed', '=', False),
], limit=1)
first_account_line = {
'account': revenue.id,
'credit': Decimal(100),
'analytic_lines': [
('create', [{
'account': analytic_account.id,
'credit': Decimal(100),
'debit': Decimal(0),
'date': period.start_date,
}])
]}
second_account_line = {
'account': expense.id,
'debit': Decimal(30),
'analytic_lines': [
('create', [{
'account': analytic_account.id,
'debit': Decimal(30),
'credit': Decimal(0),
'date': period.start_date,
}])
]}
# Create some moves
vlist = [{
'period': period.id,
'journal': journal_revenue.id,
'date': period.start_date,
'lines': [
('create', [first_account_line, {
'account': receivable.id,
'debit': Decimal(100),
'party': party.id,
}]),
],
}, {
'period': period.id,
'journal': journal_expense.id,
'date': period.start_date,
'lines': [
('create', [second_account_line, {
'account': payable.id,
'credit': Decimal(30),
'party': party.id,
}]),
],
},
]
Move.create(vlist)
self.assertEqual((analytic_account.debit, analytic_account.credit),
(Decimal(30), Decimal(100)))
self.assertEqual(analytic_account.balance, Decimal(70))
with transaction.set_context(start_date=period.end_date):
analytic_account = AnalyticAccount(analytic_account.id)
self.assertEqual((analytic_account.debit,
analytic_account.credit),
(Decimal(0), Decimal(0)))
self.assertEqual(analytic_account.balance, Decimal(0))
with transaction.set_context(end_date=period.end_date):
analytic_account = AnalyticAccount(analytic_account.id)
self.assertEqual((analytic_account.debit,
analytic_account.credit),
(Decimal(30), Decimal(100)))
self.assertEqual(analytic_account.balance, Decimal(70))
def _test_analytic_line_state(self):
pool = Pool()
Party = pool.get('party.party')
AnalyticAccount = pool.get('analytic_account.account')
AnalyticLine = pool.get('analytic_account.line')
Journal = pool.get('account.journal')
Account = pool.get('account.account')
Move = pool.get('account.move')
MoveLine = pool.get('account.move.line')
party = Party(name='Party')
party.save()
company = create_company()
with set_company(company):
root, = AnalyticAccount.create([{
'type': 'root',
'name': 'Root',
}])
analytic_account1, analytic_account2 = AnalyticAccount.create([{
'type': 'normal',
'name': 'Analytic Account 1',
'parent': root.id,
'root': root.id,
}, {
'type': 'normal',
'name': 'Analytic Account 2',
'parent': root.id,
'root': root.id,
}])
create_chart(company)
fiscalyear = get_fiscalyear(company)
fiscalyear.save()
fiscalyear.create_period([fiscalyear])
period = fiscalyear.periods[0]
journal_expense, = Journal.search([
('code', '=', 'EXP'),
])
expense, = Account.search([
('type.expense', '=', True),
('closed', '=', False),
], limit=1)
payable, = Account.search([
('type.payable', '=', True),
('closed', '=', False),
], limit=1)
move = Move()
move.period = period
move.journal = journal_expense
move.date = period.start_date
move.lines = [
MoveLine(account=expense, debit=Decimal(100)),
MoveLine(account=payable, credit=Decimal(100), party=party),
]
move.save()
Move.post([move])
expense_line, = [l for l in move.lines if l.account == expense]
payable_line, = [l for l in move.lines if l.account == payable]
self.assertEqual(expense_line.analytic_state, 'draft')
self.assertEqual(payable_line.analytic_state, 'valid')
expense_line.analytic_lines = [
AnalyticLine(
account=analytic_account1,
debit=Decimal(50),
date=period.start_date),
AnalyticLine(
account=analytic_account2,
debit=Decimal(50),
date=period.start_date),
]
expense_line.save()
self.assertEqual(expense_line.analytic_state, 'valid')
@with_transaction()
def test_move_line_state(self):
"Test move line state"
self._test_analytic_line_state()
@with_transaction()
def test_move_line_state_roots_several_companies(self):
"Test move line state with roots from several companies"
pool = Pool()
Account = pool.get('analytic_account.account')
extra_company = create_company()
with set_company(extra_company):
root, = Account.create([{
'type': 'root',
'name': 'Root',
}])
analytic_account, = Account.create([{
'type': 'normal',
'name': 'Analytic Account',
'parent': root.id,
'root': root.id,
}])
self._test_analytic_line_state()
@with_transaction()
def test_account_distribute(self):
"Test account distribute"
pool = Pool()
Account = pool.get('analytic_account.account')
Distribution = pool.get('analytic_account.account.distribution')
currency = create_currency('usd')
account1 = Account(type='normal', currency=currency)
account2 = Account(type='normal', currency=currency)
account = Account(type='distribution', currency=currency)
account.distributions = [
Distribution(account=account1, ratio=Decimal('0.7')),
Distribution(account=account2, ratio=Decimal('0.3')),
]
self.assertListEqual(
account.distribute(Decimal('100.03')),
[(account1, Decimal('70.02')), (account2, Decimal('30.01'))])
@with_transaction()
def test_account_distribute_remainder(self):
"Test account distribute remainder"
pool = Pool()
Account = pool.get('analytic_account.account')
Distribution = pool.get('analytic_account.account.distribution')
currency = create_currency('usd')
account1 = Account(type='normal', currency=currency)
account2 = Account(type='normal', currency=currency)
account3 = Account(type='normal', currency=currency)
account = Account(type='distribution', currency=currency)
account.distributions = [
Distribution(account=account1, ratio=Decimal('0.5')),
Distribution(account=account2, ratio=Decimal('0.375')),
Distribution(account=account3, ratio=Decimal('0.125')),
]
self.assertListEqual(
account.distribute(Decimal('65.35')), [
(account1, Decimal('32.67')),
(account2, Decimal('24.51')),
(account3, Decimal('8.17'))])
del ModuleTestCase