mis-builder/mis_builder/tests/test_data_sources.py
2024-05-03 10:57:01 +02:00

220 lines
7.3 KiB
Python

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