odoo18/addons/analytic/tests/test_analytic_account.py

354 lines
17 KiB
Python

# -*- coding: utf-8 -*-
from odoo.tests import Form, tagged
from odoo import Command
from odoo.exceptions import RedirectWarning
from odoo.addons.analytic.tests.common import AnalyticCommon
@tagged('post_install', '-at_install')
class TestAnalyticAccount(AnalyticCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.partner_a = cls.env['res.partner'].create({'name': 'partner_a', 'company_id': False})
cls.partner_b = cls.env['res.partner'].create({'name': 'partner_b', 'company_id': False})
cls.distribution_1, cls.distribution_2 = cls.env['account.analytic.distribution.model'].create([
{
'partner_id': cls.partner_a.id,
'analytic_distribution': {cls.analytic_account_3.id: 100}
},
{
'partner_id': cls.partner_b.id,
'analytic_distribution': {cls.analytic_account_2.id: 100}
},
])
cls.company_b_branch = cls.env['res.company'].create({'name': "B Branch", 'parent_id': cls.company.id})
def test_aggregates(self):
# debit and credit are hidden by the group when account is installed
fields_to_agg = ['balance', 'debit', 'credit'] if self.env.user.has_group('account.group_account_readonly') else ['balance']
model = self.env['account.analytic.account']
self.assertEqual(
model.fields_get(fields_to_agg, ['aggregator']),
dict.fromkeys(fields_to_agg, {'aggregator': 'sum'}),
f"Fields {', '.join(f for f in fields_to_agg)} must be flagged as aggregatable.",
)
def test_get_plans_without_options(self):
""" Test that the plans with the good appliability are returned without if no options are given """
kwargs = {}
plans_json = self.env['account.analytic.plan'].get_relevant_plans(**kwargs)
self.assertEqual(1, len(plans_json) - self.analytic_plan_offset, "Only the Default plan and the demo data plans should be available")
self.analytic_plan_1.write({'default_applicability': 'mandatory'})
plans_json = self.env['account.analytic.plan'].get_relevant_plans(**kwargs)
self.assertEqual(2, len(plans_json) - self.analytic_plan_offset, "All root plans should be available")
def test_get_plans_with_option(self):
""" Test the plans returned with applicability rules and options """
kwargs = {'business_domain': 'general'}
plans_json = self.env['account.analytic.plan'].get_relevant_plans(**kwargs)
self.assertEqual(1, len(plans_json) - self.analytic_plan_offset, "Only the Default plan and the demo data plans should be available")
applicability = self.env['account.analytic.applicability'].create({
'business_domain': 'general',
'analytic_plan_id': self.analytic_plan_1.id,
'applicability': 'mandatory'
})
plans_json = self.env['account.analytic.plan'].get_relevant_plans(**kwargs)
self.assertEqual(2, len(plans_json) - self.analytic_plan_offset, "All root plans should be available")
self.analytic_plan_1.write({'default_applicability': 'mandatory'})
applicability.write({'applicability': 'unavailable'})
plans_json = self.env['account.analytic.plan'].get_relevant_plans(**kwargs)
self.assertEqual(1, len(plans_json) - self.analytic_plan_offset, "Plan 1 should be unavailable")
kwargs = {'business_domain': 'purchase_order'}
plans_json = self.env['account.analytic.plan'].get_relevant_plans(**kwargs)
self.assertEqual(2, len(plans_json) - self.analytic_plan_offset, "Both plans should be available")
kwargs = {'applicability': 'optional'}
plans_json = self.env['account.analytic.plan'].get_relevant_plans(**kwargs)
self.assertEqual(2, len(plans_json) - self.analytic_plan_offset, "All root plans should be available")
def test_analytic_distribution_model(self):
""" Test the distribution returned from the distribution model """
distribution_json = self.env['account.analytic.distribution.model']._get_distribution({})
self.assertEqual(distribution_json, {}, "No distribution should be given")
distribution_json = self.env['account.analytic.distribution.model']._get_distribution({
"partner_id": self.partner_a.id,
"company_id": self.company.id,
})
self.assertEqual(distribution_json, {str(self.analytic_account_3.id): 100}, "Distribution 1 should be given")
distribution_json = self.env['account.analytic.distribution.model']._get_distribution({
"partner_id": self.partner_b.id,
"company_id": self.company.id,
})
self.assertEqual(distribution_json, {str(self.analytic_account_2.id): 100}, "Distribution 2 should be given")
def test_order_analytic_distribution_model(self):
""" Test the distribution returned with company field"""
distribution_3 = self.env['account.analytic.distribution.model'].create({
'partner_id': self.partner_a.id,
'analytic_distribution': {self.analytic_account_1.id: 100},
'company_id': self.company.id,
})
distribution_json = self.env['account.analytic.distribution.model']._get_distribution({})
self.assertEqual(distribution_json, {}, "No distribution should be given")
distribution_json = self.env['account.analytic.distribution.model']._get_distribution({
"partner_id": self.partner_a.id,
"company_id": self.company.id,
})
self.assertEqual(distribution_json, distribution_3.analytic_distribution | self.distribution_1.analytic_distribution,
"Distribution 3 & 1 should be given, as the company and partner are specified in the models")
distribution_json = self.env['account.analytic.distribution.model']._get_distribution({
"partner_id": self.partner_b.id,
"company_id": self.company.id,
})
self.assertEqual(distribution_json, {str(self.analytic_account_2.id): 100},
"Distribution 2 should be given, for the partner")
partner_category = self.env['res.partner.category'].create({'name': 'partner_categ'})
self.partner_a.write({
'category_id': [Command.set([partner_category.id])]
})
distribution_4 = self.env['account.analytic.distribution.model'].create({
'partner_id': self.partner_a.id,
'analytic_distribution': {self.analytic_account_1.id: 100, self.analytic_account_2.id: 100},
'partner_category_id': partner_category.id,
'sequence': 1,
})
distribution_json = self.env['account.analytic.distribution.model']._get_distribution({
"partner_id": self.partner_a.id,
"company_id": self.company.id,
"partner_category_id": partner_category.ids,
})
self.assertEqual(distribution_json, distribution_4.analytic_distribution | self.distribution_1.analytic_distribution,
"Distribution 4 & 1 should be given based on sequence")
def test_analytic_plan_account_child(self):
"""
Check that when an analytic account is set to the third (or more) child,
the root plan is correctly retrieved.
"""
self.analytic_plan = self.env['account.analytic.plan'].create({
'name': 'Parent Plan',
})
self.analytic_sub_plan = self.env['account.analytic.plan'].create({
'name': 'Sub Plan',
'parent_id': self.analytic_plan.id,
})
self.analytic_sub_sub_plan = self.env['account.analytic.plan'].create({
'name': 'Sub Sub Plan',
'parent_id': self.analytic_sub_plan.id,
})
self.env['account.analytic.account'].create({'name': 'Account', 'plan_id': self.analytic_plan.id})
self.env['account.analytic.account'].create({'name': 'Child Account', 'plan_id': self.analytic_sub_plan.id})
self.env['account.analytic.account'].create({'name': 'Grand Child Account', 'plan_id': self.analytic_sub_sub_plan.id})
plans_json = self.env['account.analytic.plan'].get_relevant_plans()
self.assertEqual(2, len(plans_json) - self.analytic_plan_offset,
"The parent plan should be available even if the analytic account is set on child of third generation")
def test_all_account_count_with_subplans(self):
self.analytic_plan = self.env['account.analytic.plan'].create({
'name': 'Parent Plan',
})
self.analytic_sub_plan = self.env['account.analytic.plan'].create({
'name': 'Sub Plan',
'parent_id': self.analytic_plan.id,
})
self.analytic_sub_sub_plan = self.env['account.analytic.plan'].create({
'name': 'Sub Sub Plan',
'parent_id': self.analytic_sub_plan.id,
})
self.env['account.analytic.account'].create([
{'name': 'Account', 'plan_id': self.analytic_plan.id},
{'name': 'Child Account', 'plan_id': self.analytic_sub_plan.id},
{'name': 'Grand Child Account', 'plan_id': self.analytic_sub_sub_plan.id}
])
expected_values = {self.analytic_plan: 3, self.analytic_sub_plan: 2, self.analytic_sub_sub_plan: 1}
for plan, expected_value in expected_values.items():
with self.subTest(plan=plan.name, expected_count=expected_value):
with Form(plan) as plan_form:
self.assertEqual(plan_form.record.all_account_count, expected_value)
def test_create_analytic_with_minimal_access(self):
analyst_partner = self.env['res.partner'].create({'name': 'analyst'})
analyst = self.env['res.users'].create({
'login': 'analyst',
'groups_id': [Command.set(self.env.ref('analytic.group_analytic_accounting').ids)],
'partner_id': analyst_partner.id
})
plan = self.env['account.analytic.plan'].with_user(analyst).create({'name': 'test plan'})
self.assertEqual(plan.create_uid, analyst)
def test_analytic_account_branches(self):
"""
Test that an analytic account defined in a parent company is accessible in its branches (children)
"""
# timesheet adds a rule to forcer a project_id; account overrides it
timesheet_user = self.env.ref('hr_timesheet.group_hr_timesheet_user', raise_if_not_found=False)
account_user = self.env.ref('account.analytic.model_account_analytic_line', raise_if_not_found=False)
if timesheet_user and not account_user:
self.skipTest("`hr_timesheet` overrides analytic rights. Without `account` the test would crash")
self.analytic_account_1.company_id = self.company
self.env['account.analytic.line'].create({
'name': 'company specific account',
'account_id': self.analytic_account_1.id,
'amount': 100,
'company_id': self.company_b_branch.id,
})
def test_change_plan(self):
"""Changing the plan of an account updates columns of the analytic lines."""
plan_1_col = self.analytic_plan_1._column_name()
plan_2_col = self.analytic_plan_2._column_name()
self.assertNotEqual(plan_1_col, plan_2_col)
line = self.env['account.analytic.line'].create({
'name': 'test',
plan_1_col: self.analytic_account_1.id,
})
self.analytic_account_1.plan_id = self.analytic_plan_2
self.assertRecordValues(line, [{
plan_1_col: False,
plan_2_col: self.analytic_account_1.id,
}])
def test_change_plan_conflict(self):
"""Don't allow changing the plan if some lines already have values set for that plan."""
plan_1_col = self.analytic_plan_1._column_name()
plan_2_col = self.analytic_plan_2._column_name()
self.assertNotEqual(plan_1_col, plan_2_col)
self.env['account.analytic.line'].create({
'name': 'test',
plan_1_col: self.analytic_account_1.id,
plan_2_col: self.analytic_account_2.id,
})
with self.assertRaisesRegex(RedirectWarning, "wipe out your current data"):
self.analytic_account_1.plan_id = self.analytic_plan_2
def test_change_plan_no_conflict(self):
"""Exception for the previous test if it was already the correct value that is set."""
plan_1_col = self.analytic_plan_1._column_name()
plan_2_col = self.analytic_plan_2._column_name()
self.assertNotEqual(plan_1_col, plan_2_col)
line = self.env['account.analytic.line'].create({
'name': 'test',
plan_1_col: self.analytic_account_1.id,
plan_2_col: self.analytic_account_1.id,
})
self.analytic_account_1.plan_id = self.analytic_plan_2
self.assertRecordValues(line, [{
plan_1_col: False,
plan_2_col: self.analytic_account_1.id,
}])
def test_change_parent_plan(self):
"""Changing the parent of a plan updates account columns of the analytic lines."""
plan_1_col = self.analytic_plan_1._column_name()
plan_2_col = self.analytic_plan_2._column_name()
line = self.env['account.analytic.line'].create({
'name': 'test',
plan_1_col: self.analytic_account_1.id,
})
# Setting a parent plan should lead to the line having analytic_account_1 under Plan 2
self.analytic_plan_1.parent_id = self.analytic_plan_2
self.assertRecordValues(line, [{
plan_2_col: self.analytic_account_1.id,
}])
# plan_1_col should no longer be a field of the analytic line
self.assertNotIn(plan_1_col, line)
# Removing the parent plan should fully reverse the analytic line
self.analytic_plan_1.parent_id = False
self.assertRecordValues(line, [{
plan_1_col: self.analytic_account_1.id,
plan_2_col: False,
}])
def test_change_parent_plan_conflict(self):
"""
Test case where changing the parent plan leads to more than one account under the same
plan in an analytic line.
"""
plan_1_col = self.analytic_plan_1._column_name()
plan_2_col = self.analytic_plan_2._column_name()
self.env['account.analytic.line'].create({
'name': 'test',
plan_1_col: self.analytic_account_1.id,
plan_2_col: self.analytic_account_3.id,
})
with self.assertRaisesRegex(RedirectWarning, "Making this change would wipe out"):
self.analytic_plan_1.parent_id = self.analytic_plan_2
def test_change_parent_plan_with_intermediate(self):
"""All the accounts are updated even if not direct members of the plan changed."""
plan_1_col = self.analytic_plan_1._column_name()
plan_2_col = self.analytic_plan_2._column_name()
intermediate_plan = self.env['account.analytic.plan'].create({
'name': 'Mid level',
'parent_id': self.analytic_plan_1.id,
})
self.analytic_account_1.plan_id = intermediate_plan
line = self.env['account.analytic.line'].create({
'name': 'test',
plan_1_col: self.analytic_account_1.id,
})
# Setting a parent plan should lead to the line having analytic_account_1 under Plan 2
self.analytic_plan_1.parent_id = self.analytic_plan_2
self.assertRecordValues(line, [{
plan_2_col: self.analytic_account_1.id,
}])
# Removing the parent plan should fully reverse the analytic line
self.analytic_plan_1.parent_id = False
self.assertRecordValues(line, [{
plan_1_col: self.analytic_account_1.id,
plan_2_col: False,
}])
def test_update_analytic_distribution_clean_all_plans(self):
"""
This test ensures no IndexError occurs and no changes are made when clearing all percentages
in the analytic distribution wizard.
"""
plan_1_col = self.analytic_plan_1._column_name()
plan_2_col = self.analytic_plan_2._column_name()
line = self.env['account.analytic.line'].create({
'name': 'Test line',
plan_1_col: self.analytic_account_1.id,
plan_2_col: self.analytic_account_3.id,
})
# Simulate the wizard cleaning all percentages: update all plans but provide no values
# This results in an empty final distribution in the inverse method.
line.write({
'analytic_distribution': {
'__update__': [plan_1_col, plan_2_col],
# No other entries -> cleaned percentages
}
})
# No crash and the line remains unchanged (no lines created/deleted, same accounts)
self.assertTrue(line.exists(), "The analytic line should still exist after update")
self.assertRecordValues(line, [{
plan_1_col: self.analytic_account_1.id,
plan_2_col: self.analytic_account_3.id,
}])