Odoo18-Base/addons/sale_project/tests/test_project_profitability.py
2025-03-10 11:12:23 +07:00

405 lines
19 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from datetime import datetime
from odoo import Command
from odoo.tests import tagged
from odoo.addons.sale.tests.common import TestSaleCommon
from odoo.addons.project.tests.test_project_profitability import TestProjectProfitabilityCommon as Common
class TestProjectProfitabilityCommon(Common):
@classmethod
def setUpClass(cls):
super().setUpClass()
uom_unit_id = cls.env.ref('uom.product_uom_unit').id
# Create material product
cls.material_product = cls.env['product.product'].create({
'name': 'Material',
'type': 'consu',
'standard_price': 5,
'list_price': 10,
'invoice_policy': 'order',
'uom_id': uom_unit_id,
'uom_po_id': uom_unit_id,
})
# Create service products
uom_hour = cls.env.ref('uom.product_uom_hour')
cls.product_delivery_service = cls.env['product.product'].create({
'name': "Service Delivery, create task in global project",
'standard_price': 30,
'list_price': 90,
'type': 'service',
'invoice_policy': 'delivery',
'service_type': 'manual',
'uom_id': uom_hour.id,
'uom_po_id': uom_hour.id,
'default_code': 'SERV-ORDERED2',
'service_tracking': 'task_global_project',
'project_id': cls.project.id,
})
cls.sale_order = cls.env['sale.order'].with_context(tracking_disable=True).create({
'partner_id': cls.partner.id,
'partner_invoice_id': cls.partner.id,
'partner_shipping_id': cls.partner.id,
})
SaleOrderLine = cls.env['sale.order.line'].with_context(tracking_disable=True, default_order_id=cls.sale_order.id)
cls.delivery_service_order_line = SaleOrderLine.create({
'product_id': cls.product_delivery_service.id,
'product_uom_qty': 10,
})
cls.sale_order.action_confirm()
@tagged('-at_install', 'post_install')
class TestSaleProjectProfitability(TestProjectProfitabilityCommon, TestSaleCommon):
def test_project_profitability(self):
self.assertFalse(self.project.allow_billable, 'The project should be non billable.')
self.assertDictEqual(
self.project._get_profitability_items(False),
self.project_profitability_items_empty,
'No data for the project profitability should be found since the project is not billable, so no SOL is linked to the project.'
)
self.project.write({'allow_billable': True})
self.assertTrue(self.project.allow_billable, 'The project should be billable.')
self.project.sale_line_id = self.delivery_service_order_line
self.assertDictEqual(
self.project._get_profitability_items(False),
self.project_profitability_items_empty,
'No data for the project profitability should be found since no product is delivered in the SO linked.'
)
self.delivery_service_order_line.qty_delivered = 1
service_policy_to_invoice_type = self.project._get_service_policy_to_invoice_type()
invoice_type = service_policy_to_invoice_type[self.delivery_service_order_line.product_id.service_policy]
self.assertIn(
invoice_type,
['billable_manual', 'service_revenues'],
'invoice_type="billable_manual" if sale_timesheet is installed otherwise it is equal to "service_revenues"')
sequence_per_invoice_type = self.project._get_profitability_sequence_per_invoice_type()
self.assertIn('service_revenues', sequence_per_invoice_type)
self.assertDictEqual(
self.project._get_profitability_items(False),
{
'revenues': {
'data': [
{
# id should be equal to "billable_manual" if "sale_timesheet" module is installed otherwise "service_revenues"
'id': invoice_type,
'sequence': sequence_per_invoice_type[invoice_type],
'to_invoice': self.delivery_service_order_line.untaxed_amount_to_invoice,
'invoiced': self.delivery_service_order_line.untaxed_amount_invoiced,
},
],
'total': {
'to_invoice': self.delivery_service_order_line.untaxed_amount_to_invoice,
'invoiced': self.delivery_service_order_line.untaxed_amount_invoiced,
},
},
'costs': {
'data': [],
'total': {'billed': 0.0, 'to_bill': 0.0},
},
}
)
self.assertNotEqual(self.delivery_service_order_line.untaxed_amount_to_invoice, 0.0)
self.assertEqual(self.delivery_service_order_line.untaxed_amount_invoiced, 0.0)
# create an invoice
context = {
'active_model': 'sale.order',
'active_ids': self.sale_order.ids,
'active_id': self.sale_order.id,
}
invoices = self.env['sale.advance.payment.inv'].with_context(context).create({
'advance_payment_method': 'delivered',
})._create_invoices(self.sale_order)
invoices.action_post()
self.assertEqual(self.delivery_service_order_line.qty_invoiced, 1)
self.assertEqual(self.delivery_service_order_line.untaxed_amount_to_invoice, 0.0)
self.assertNotEqual(self.delivery_service_order_line.untaxed_amount_invoiced, 0.0)
invoice_type = service_policy_to_invoice_type[self.delivery_service_order_line.product_id.service_policy]
self.assertIn(
invoice_type,
['billable_manual', 'service_revenues'],
'invoice_type="billable_manual" if sale_timesheet is installed otherwise it is equal to "service_revenues"')
self.assertDictEqual(
self.project._get_profitability_items(False),
{
'revenues': {
'data': [
{
'id': invoice_type,
'sequence': sequence_per_invoice_type[invoice_type],
'to_invoice': 0.0,
'invoiced': self.delivery_service_order_line.untaxed_amount_invoiced,
},
],
'total': {
'to_invoice': 0.0,
'invoiced': self.delivery_service_order_line.untaxed_amount_invoiced,
},
},
'costs': {
'data': [],
'total': {'billed': 0.0, 'to_bill': 0.0},
},
}
)
# Add 2 sales order items in the SO
SaleOrderLine = self.env['sale.order.line'].with_context(tracking_disable=True, default_order_id=self.sale_order.id)
manual_service_order_line = SaleOrderLine.create({
'product_id': self.product_delivery_service.id,
'product_uom_qty': 5,
'qty_delivered': 5,
})
material_order_line = SaleOrderLine.create({
'product_id': self.material_product.id,
'product_uom_qty': 1,
'qty_delivered': 1,
})
service_sols = self.delivery_service_order_line + manual_service_order_line
invoice_type = service_policy_to_invoice_type[manual_service_order_line.product_id.service_policy]
self.assertIn(
invoice_type,
['billable_manual', 'service_revenues'],
'invoice_type="billable_manual" if sale_timesheet is installed otherwise it is equal to "service_revenues"')
self.assertDictEqual(
self.project._get_profitability_items(False),
{
'revenues': {
'data': [
{
'id': invoice_type,
'sequence': sequence_per_invoice_type[invoice_type],
'to_invoice': sum(service_sols.mapped('untaxed_amount_to_invoice')),
'invoiced': sum(service_sols.mapped('untaxed_amount_invoiced')),
},
{
'id': 'other_revenues',
'sequence': sequence_per_invoice_type['other_revenues'],
'to_invoice': material_order_line.untaxed_amount_to_invoice,
'invoiced': material_order_line.untaxed_amount_invoiced,
},
],
'total': {
'to_invoice': sum(service_sols.mapped('untaxed_amount_to_invoice')) + material_order_line.untaxed_amount_to_invoice,
'invoiced': sum(service_sols.mapped('untaxed_amount_invoiced')) + material_order_line.untaxed_amount_invoiced,
},
},
'costs': { # no cost because we have no purchase orders.
'data': [],
'total': {'billed': 0.0, 'to_bill': 0.0},
},
},
)
self.assertNotEqual(manual_service_order_line.untaxed_amount_to_invoice, 0.0)
self.assertEqual(manual_service_order_line.untaxed_amount_invoiced, 0.0)
self.assertNotEqual(material_order_line.untaxed_amount_to_invoice, 0.0)
self.assertEqual(material_order_line.untaxed_amount_invoiced, 0.0)
credit_notes = invoices._reverse_moves()
credit_notes.action_post()
self.assertDictEqual(
self.project._get_profitability_items(False),
{
'revenues': {
'data': [
{
'id': invoice_type,
'sequence': sequence_per_invoice_type[invoice_type],
'to_invoice': sum(service_sols.mapped('untaxed_amount_to_invoice')),
'invoiced': manual_service_order_line.untaxed_amount_invoiced,
},
{
'id': 'other_revenues',
'sequence': sequence_per_invoice_type['other_revenues'],
'to_invoice': material_order_line.untaxed_amount_to_invoice,
'invoiced': material_order_line.untaxed_amount_invoiced,
},
],
'total': {
'to_invoice': sum(service_sols.mapped('untaxed_amount_to_invoice')) + material_order_line.untaxed_amount_to_invoice,
'invoiced': manual_service_order_line.untaxed_amount_invoiced + material_order_line.untaxed_amount_invoiced,
},
},
'costs': { # no cost because we have no purchase orders.
'data': [],
'total': {'billed': 0.0, 'to_bill': 0.0},
},
},
)
self.sale_order._action_cancel()
self.assertDictEqual(
self.project._get_profitability_items(False),
self.project_profitability_items_empty,
)
def test_invoices_without_sale_order_are_accounted_in_profitability(self):
"""
An invoice that has an AAL on one of its line should be taken into account
for the profitability of the project.
The contribution of the line should only be dependent
on the project's analytic account % that was set on the line
"""
self.project.allow_billable = True
# a custom analytic contribution (number between 1 -> 100 included)
analytic_distribution = 42
analytic_contribution = analytic_distribution / 100.
# create a invoice_1 with the AAL
invoice_1 = self.env['account.move'].create({
"name": "Invoice_1",
"move_type": "out_invoice",
"state": "draft",
"partner_id": self.partner.id,
"invoice_date": datetime.today(),
"invoice_line_ids": [Command.create({
"analytic_distribution": {self.analytic_account.id: analytic_distribution},
"product_id": self.product_a.id,
"quantity": 1,
"product_uom_id": self.product_a.uom_id.id,
"price_unit": self.product_a.standard_price,
})],
})
# the bill_1 is in draft, therefor it should have the cost "to_invoice" same as the -product_price (untaxed)
self.assertDictEqual(
self.project._get_profitability_items(False)['revenues'],
{
'data': [{
'id': 'other_invoice_revenues',
'sequence': self.project._get_profitability_sequence_per_invoice_type()['other_invoice_revenues'],
'to_invoice': self.product_a.standard_price * analytic_contribution,
'invoiced': 0.0,
}],
'total': {'to_invoice': self.product_a.standard_price * analytic_contribution, 'invoiced': 0.0},
},
)
# post invoice_1
invoice_1.action_post()
# we posted the invoice_1, therefore the revenue "invoiced" should be -product_price, to_invoice should be back to 0
self.assertDictEqual(
self.project._get_profitability_items(False)['revenues'],
{
'data': [{
'id': 'other_invoice_revenues',
'sequence': self.project._get_profitability_sequence_per_invoice_type()['other_invoice_revenues'],
'to_invoice': 0.0,
'invoiced': self.product_a.standard_price * analytic_contribution,
}],
'total': {'to_invoice': 0.0, 'invoiced': self.product_a.standard_price * analytic_contribution},
},
)
# create another invoice, with 2 lines, 2 diff products, the second line has 2 as quantity
invoice_2 = self.env['account.move'].create({
"name": "I have 2 lines",
"move_type": "out_invoice",
"state": "draft",
"partner_id": self.partner.id,
"invoice_date": datetime.today(),
"invoice_line_ids": [Command.create({
"analytic_distribution": {self.analytic_account.id: analytic_distribution},
"product_id": self.product_a.id,
"quantity": 1,
"product_uom_id": self.product_a.uom_id.id,
"price_unit": self.product_a.standard_price,
}), Command.create({
"analytic_distribution": {self.analytic_account.id: analytic_distribution},
"product_id": self.product_b.id,
"quantity": 2,
"product_uom_id": self.product_b.uom_id.id,
"price_unit": self.product_b.standard_price,
})],
})
# invoice_2 is not posted, therefor its cost should be "to_invoice" = - sum of all product_price * qty for each line
self.assertDictEqual(
self.project._get_profitability_items(False)['revenues'],
{
'data': [{
'id': 'other_invoice_revenues',
'sequence': self.project._get_profitability_sequence_per_invoice_type()['other_invoice_revenues'],
'to_invoice': (self.product_a.standard_price + 2 * self.product_b.standard_price) * analytic_contribution,
'invoiced': self.product_a.standard_price * analytic_contribution,
}],
'total': {
'to_invoice': (self.product_a.standard_price + 2 * self.product_b.standard_price) * analytic_contribution,
'invoiced': self.product_a.standard_price * analytic_contribution,
},
},
)
# post invoice_2
invoice_2.action_post()
# invoice_2 is posted, therefor its revenue should be counting in "invoiced", with the revenues from invoice_1
self.assertDictEqual(
self.project._get_profitability_items(False)['revenues'],
{
'data': [{
'id': 'other_invoice_revenues',
'sequence': self.project._get_profitability_sequence_per_invoice_type()['other_invoice_revenues'],
'to_invoice': 0.0,
'invoiced': 2 * (self.product_a.standard_price + self.product_b.standard_price) * analytic_contribution,
}],
'total': {
'to_invoice': 0.0,
'invoiced': 2 * (self.product_a.standard_price + self.product_b.standard_price) * analytic_contribution,
},
},
)
# invoice with negative subtotal on move line
NEG_AMOUNT = -42
invoice_3 = self.env['account.move'].create({
"name": "I am negative",
"move_type": "out_invoice",
"state": "draft",
"partner_id": self.partner.id,
"invoice_date": datetime.today(),
"invoice_line_ids": [Command.create({
"analytic_distribution": {self.analytic_account.id: analytic_distribution},
"product_id": self.product_a.id,
"quantity": 1,
"product_uom_id": self.product_a.uom_id.id,
"price_unit": NEG_AMOUNT,
}), Command.create({
"product_id": self.product_a.id,
"quantity": 1,
"product_uom_id": self.product_a.uom_id.id,
"price_unit": -NEG_AMOUNT, # so the invoice is not negative and we can post it
})],
})
self.assertDictEqual(
self.project._get_profitability_items(False)['revenues'],
{
'data': [{
'id': 'other_invoice_revenues',
'sequence': self.project._get_profitability_sequence_per_invoice_type()['other_invoice_revenues'],
'to_invoice': NEG_AMOUNT * analytic_contribution,
'invoiced': 2 * (self.product_a.standard_price + self.product_b.standard_price) * analytic_contribution,
}],
'total': {
'to_invoice': NEG_AMOUNT * analytic_contribution,
'invoiced': 2 * (self.product_a.standard_price + self.product_b.standard_price) * analytic_contribution,
},
},
)
invoice_3.action_post()
self.assertDictEqual(
self.project._get_profitability_items(False)['revenues'],
{
'data': [{
'id': 'other_invoice_revenues',
'sequence': self.project._get_profitability_sequence_per_invoice_type()['other_invoice_revenues'],
'to_invoice': 0.0,
'invoiced': (2 * (self.product_a.standard_price + self.product_b.standard_price) + NEG_AMOUNT) * analytic_contribution,
}],
'total': {
'to_invoice': 0.0,
'invoiced': (2 * (self.product_a.standard_price + self.product_b.standard_price) + NEG_AMOUNT) * analytic_contribution,
},
},
)