odoo18/addons/spreadsheet_account/tests/test_residual_amount.py

195 lines
7.0 KiB
Python

from odoo import Command
from odoo.tests import tagged
from odoo.addons.account.tests.common import AccountTestInvoicingCommon
@tagged('post_install', '-at_install')
class SpreadsheetAccountingFunctionsTest(AccountTestInvoicingCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.move_22 = cls.env['account.move'].create(
{
'company_id': cls.company_data['company'].id,
'move_type': 'entry',
'date': '2022-02-02',
'line_ids': [
Command.create(
{
'name': "line_debit_22",
'account_id': cls.company_data['default_account_receivable'].id,
'debit': 1500,
'company_id': cls.company_data['company'].id,
},
),
Command.create(
{
'name': "line_credit_22",
'account_id': cls.company_data['default_account_revenue'].id,
'credit': 1500,
'company_id': cls.company_data['company'].id,
},
),
],
}
)
cls.move_23 = cls.env['account.move'].create(
{
'company_id': cls.company_data['company'].id,
'move_type': 'entry',
'date': '2023-02-02',
'line_ids': [
Command.create(
{
'name': "line_debit_23",
'account_id': cls.company_data['default_account_expense'].id,
'debit': 2500,
'company_id': cls.company_data['company'].id,
},
),
Command.create(
{
'name': "line_credit_23",
'account_id': cls.company_data['default_account_payable'].id,
'credit': 2500,
'company_id': cls.company_data['company'].id,
},
),
],
}
)
cls.payment_move_22 = cls.env['account.payment'].create({
'amount': 150.0,
'payment_type': 'inbound',
'partner_type': 'customer',
'partner_id': cls.partner_a.id,
'date': '2022-02-10',
})
cls.payment_move_23 = cls.env['account.payment'].create({
'amount': 250.0,
'payment_type': 'outbound',
'partner_type': 'customer',
'partner_id': cls.partner_a.id,
'date': '2023-02-10',
})
# Post the move and payment and reconcile them
(cls.move_22 + cls.move_23).action_post()
(cls.payment_move_22 + cls.payment_move_23).action_post()
(cls.move_22 + cls.payment_move_22.move_id).line_ids\
.filtered(lambda line: line.account_type == 'asset_receivable')\
.reconcile()
(cls.move_23 + cls.payment_move_23.move_id).line_ids\
.filtered(lambda line: line.account_type == 'asset_receivable')\
.reconcile()
def test_residual_empty_params(self):
self.assertEqual(self.env['account.account'].spreadsheet_fetch_residual_amount([]), [])
def test_residual_no_account_codes(self):
''' Tests that when no account codes are provided, we are returned the residual
amount for the receivable and payable accounts.
'''
residual_amount = self.env['account.account'].spreadsheet_fetch_residual_amount([
{
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [],
'company_id': None,
'include_unposted': False,
},
{
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [self.company_data['default_account_receivable'].code],
'company_id': None,
'include_unposted': False,
}
])
self.assertEqual(residual_amount, [
{'amount_residual': 1500 - 2500 + 250 - 150},
{'amount_residual': 1500 + 250 - 150}
])
def test_residual_yearly(self):
''' Test that only moves in the given year are returned when performing a yearly filtering. '''
residual_amount = self.env['account.account'].spreadsheet_fetch_residual_amount([
{
'date_range': {
'range_type': 'year',
'year': 2022,
},
'codes': [],
'company_id': None,
'include_unposted': True,
}
])
self.assertEqual(residual_amount, [{'amount_residual': 1500 - 150}])
def test_residual_quarterly(self):
''' Test that only moves in the given quarter are returned when performing a quarterly filtering. '''
residual_amount = self.env['account.account'].spreadsheet_fetch_residual_amount([
{
'date_range': {
'range_type': 'quarter',
'year': 2022,
'quarter': 4,
},
'codes': [],
'company_id': None,
'include_unposted': False,
},
{
'date_range': {
'range_type': 'quarter',
'year': 2023,
'quarter': 1,
},
'codes': [],
'company_id': None,
'include_unposted': False,
}
])
self.assertEqual(residual_amount, [
{'amount_residual': 1500 - 150},
{'amount_residual': 1500 - 2500 - 150 + 250},
])
def test_residual_daily(self):
''' Test that only moves in the given day are returned when performing a daily filtering. '''
residual_amount = self.env['account.account'].spreadsheet_fetch_residual_amount([
{
'date_range': {
'range_type': 'day',
'year': 2022,
'month': 2,
'day': 1,
},
'codes': [],
'company_id': None,
'include_unposted': False,
},
{
'date_range': {
'range_type': 'day',
'year': 2022,
'month': 2,
'day': 2,
},
'codes': [],
'company_id': None,
'include_unposted': False,
}
])
self.assertEqual(residual_amount, [
{'amount_residual': 0.0},
{'amount_residual': 1500 - 150},
])