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https://gitlab.com/flectra-community/mis-builder.git
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220 lines
7.3 KiB
Python
220 lines
7.3 KiB
Python
# Copyright 2016 ACSONE SA/NV (<http://acsone.eu>)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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import flectra.tests.common as common
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from ..models.accounting_none import AccountingNone
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from ..models.mis_report import CMP_DIFF
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from ..models.mis_report_instance import (
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MODE_NONE,
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SRC_ACTUALS_ALT,
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SRC_CMPCOL,
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SRC_SUMCOL,
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)
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from .common import assert_matrix
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class TestMisReportInstanceDataSources(common.TransactionCase):
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"""Test sum and comparison data source."""
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def _create_move(self, date, amount, debit_acc, credit_acc):
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move = self.move_model.create(
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{
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"journal_id": self.journal.id,
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"date": date,
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"line_ids": [
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(0, 0, {"name": "/", "debit": amount, "account_id": debit_acc.id}),
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(
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0,
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0,
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{"name": "/", "credit": amount, "account_id": credit_acc.id},
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),
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],
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}
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)
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move._post()
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return move
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def setUp(self):
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super().setUp()
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self.account_model = self.env["account.account"]
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self.move_model = self.env["account.move"]
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self.journal_model = self.env["account.journal"]
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# create receivable bs account
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self.account_ar = self.account_model.create(
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{
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"company_id": self.env.user.company_id.id,
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"code": "400AR",
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"name": "Receivable",
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"account_type": "asset_receivable",
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"reconcile": True,
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}
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)
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# create income account
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self.account_in = self.account_model.create(
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{
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"company_id": self.env.user.company_id.id,
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"code": "700IN",
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"name": "Income",
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"account_type": "income",
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}
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)
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self.account_in2 = self.account_model.create(
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{
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"company_id": self.env.user.company_id.id,
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"code": "700IN2",
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"name": "Income",
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"account_type": "income",
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}
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)
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# create journal
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self.journal = self.journal_model.create(
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{
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"company_id": self.env.user.company_id.id,
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"name": "Sale journal",
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"code": "VEN",
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"type": "sale",
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}
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)
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# create move
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self._create_move(
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date="2017-01-01",
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amount=11,
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debit_acc=self.account_ar,
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credit_acc=self.account_in,
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)
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# create move
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self._create_move(
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date="2017-02-01",
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amount=13,
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debit_acc=self.account_ar,
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credit_acc=self.account_in,
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)
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self._create_move(
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date="2017-02-01",
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amount=17,
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debit_acc=self.account_ar,
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credit_acc=self.account_in2,
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)
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# create report
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self.report = self.env["mis.report"].create(dict(name="test report"))
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self.kpi1 = self.env["mis.report.kpi"].create(
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dict(
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report_id=self.report.id,
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name="k1",
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description="kpi 1",
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expression="-balp[700IN]",
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compare_method=CMP_DIFF,
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)
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)
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self.expr1 = self.kpi1.expression_ids[0]
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self.kpi2 = self.env["mis.report.kpi"].create(
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dict(
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report_id=self.report.id,
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name="k2",
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description="kpi 2",
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expression="-balp[700%]",
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compare_method=CMP_DIFF,
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auto_expand_accounts=True,
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)
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)
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self.instance = self.env["mis.report.instance"].create(
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dict(name="test instance", report_id=self.report.id, comparison_mode=True)
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)
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self.p1 = self.env["mis.report.instance.period"].create(
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dict(
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name="p1",
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report_instance_id=self.instance.id,
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manual_date_from="2017-01-01",
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manual_date_to="2017-01-31",
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)
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)
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self.p2 = self.env["mis.report.instance.period"].create(
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dict(
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name="p2",
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report_instance_id=self.instance.id,
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manual_date_from="2017-02-01",
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manual_date_to="2017-02-28",
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)
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)
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def test_sum(self):
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self.psum = self.env["mis.report.instance.period"].create(
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dict(
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name="psum",
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report_instance_id=self.instance.id,
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mode=MODE_NONE,
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source=SRC_SUMCOL,
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source_sumcol_ids=[
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(0, 0, dict(period_to_sum_id=self.p1.id, sign="+")),
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(0, 0, dict(period_to_sum_id=self.p2.id, sign="+")),
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],
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)
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)
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matrix = self.instance._compute_matrix()
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# None in last col because account details are not summed by default
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assert_matrix(
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matrix,
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[
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[11, 13, 24],
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[11, 30, 41],
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[11, 13, AccountingNone],
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[AccountingNone, 17, AccountingNone],
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],
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)
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def test_sum_diff(self):
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self.psum = self.env["mis.report.instance.period"].create(
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dict(
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name="psum",
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report_instance_id=self.instance.id,
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mode=MODE_NONE,
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source=SRC_SUMCOL,
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source_sumcol_ids=[
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(0, 0, dict(period_to_sum_id=self.p1.id, sign="+")),
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(0, 0, dict(period_to_sum_id=self.p2.id, sign="-")),
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],
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source_sumcol_accdet=True,
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)
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)
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matrix = self.instance._compute_matrix()
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assert_matrix(
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matrix,
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[[11, 13, -2], [11, 30, -19], [11, 13, -2], [AccountingNone, 17, -17]],
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)
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def test_cmp(self):
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self.pcmp = self.env["mis.report.instance.period"].create(
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dict(
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name="pcmp",
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report_instance_id=self.instance.id,
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mode=MODE_NONE,
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source=SRC_CMPCOL,
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source_cmpcol_from_id=self.p1.id,
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source_cmpcol_to_id=self.p2.id,
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)
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)
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matrix = self.instance._compute_matrix()
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assert_matrix(
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matrix, [[11, 13, 2], [11, 30, 19], [11, 13, 2], [AccountingNone, 17, 17]]
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)
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def test_actuals(self):
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matrix = self.instance._compute_matrix()
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assert_matrix(matrix, [[11, 13], [11, 30], [11, 13], [AccountingNone, 17]])
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def test_actuals_disable_auto_expand_accounts(self):
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self.instance.no_auto_expand_accounts = True
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matrix = self.instance._compute_matrix()
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assert_matrix(matrix, [[11, 13], [11, 30]])
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def test_actuals_alt(self):
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aml_model = self.env["ir.model"].search([("name", "=", "account.move.line")])
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self.kpi2.auto_expand_accounts = False
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self.p1.source = SRC_ACTUALS_ALT
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self.p1.source_aml_model_id = aml_model.id
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self.p2.source = SRC_ACTUALS_ALT
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self.p1.source_aml_model_id = aml_model.id
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matrix = self.instance._compute_matrix()
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assert_matrix(matrix, [[11, 13], [11, 30]])
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