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# Copyright 2017 ACSONE SA/NV
# Copyright 2019-20 ForgeFlow S.L. (https://www.forgeflow.com)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from datetime import datetime
from dateutil.relativedelta import relativedelta
from odoo.fields import Date
from odoo.tests.common import Form
from odoo.addons.account.tests.common import AccountTestInvoicingCommon
class TestJournalReport(AccountTestInvoicingCommon):
@classmethod
def setUpClass(cls, chart_template_ref=None):
super().setUpClass(chart_template_ref=chart_template_ref)
cls.AccountObj = cls.env["account.account"]
cls.InvoiceObj = cls.env["account.move"]
cls.JournalObj = cls.env["account.journal"]
cls.MoveObj = cls.env["account.move"]
cls.TaxObj = cls.env["account.tax"]
cls.JournalLedgerReportWizard = cls.env["journal.ledger.report.wizard"]
cls.JournalLedgerReport = cls.env[
"report.account_financial_report.journal_ledger"
]
cls.company = cls.company_data["company"]
cls.company.account_sale_tax_id = False
cls.company.account_purchase_tax_id = False
today = datetime.today()
last_year = today - relativedelta(years=1)
cls.previous_fy_date_start = Date.to_string(last_year.replace(month=1, day=1))
cls.previous_fy_date_end = Date.to_string(last_year.replace(month=12, day=31))
cls.fy_date_start = Date.to_string(today.replace(month=1, day=1))
cls.fy_date_end = Date.to_string(today.replace(month=12, day=31))
cls.receivable_account = cls.company_data["default_account_receivable"]
cls.income_account = cls.company_data["default_account_revenue"]
cls.expense_account = cls.company_data["default_account_expense"]
cls.payable_account = cls.company_data["default_account_payable"]
cls.journal_sale = cls.company_data["default_journal_sale"]
cls.journal_purchase = cls.company_data["default_journal_purchase"]
cls.tax_15_s = cls.company_data["default_tax_sale"]
cls.tax_15_s.sequence = 30
cls.tax_15_s.amount = 15.0
cls.tax_15_s.amount_type = "percent"
cls.tax_15_s.include_base_amount = False
cls.tax_15_s.type_tax_use = "sale"
cls.tax_20_s = cls.tax_15_s.copy(
{
"sequence": 30,
"name": "Tax 20.0% (Percentage of Price)",
"amount": 20.0,
"amount_type": "percent",
"include_base_amount": False,
"type_tax_use": "sale",
}
)
cls.tax_15_p = cls.company_data["default_tax_purchase"]
cls.tax_15_p.sequence = 30
cls.tax_15_p.amount = 15.0
cls.tax_15_p.amount_type = "percent"
cls.tax_15_p.include_base_amount = False
cls.tax_15_p.type_tax_use = "purchase"
cls.tax_20_p = cls.tax_15_p.copy(
{
"sequence": 30,
"name": "Tax 20.0% (Percentage of Price)",
"amount": 20.0,
"amount_type": "percent",
"include_base_amount": False,
"type_tax_use": "purchase",
}
)
cls.partner_2 = cls.env.ref("base.res_partner_2")
def _add_move(
self,
date,
journal,
receivable_debit,
receivable_credit,
income_debit,
income_credit,
):
move_name = "move name"
move_vals = {
"journal_id": journal.id,
"date": date,
"line_ids": [
(
0,
0,
{
"name": move_name,
"debit": receivable_debit,
"credit": receivable_credit,
"account_id": self.receivable_account.id,
},
),
(
0,
0,
{
"name": move_name,
"debit": income_debit,
"credit": income_credit,
"account_id": self.income_account.id,
},
),
],
}
return self.MoveObj.create(move_vals)
def check_report_journal_debit_credit(
self, res_data, expected_debit, expected_credit
):
self.assertEqual(
expected_debit, sum([rec["debit"] for rec in res_data["Journal_Ledgers"]])
)
self.assertEqual(
expected_credit, sum([rec["credit"] for rec in res_data["Journal_Ledgers"]])
)
def check_report_journal_debit_credit_taxes(
self,
res_data,
expected_base_debit,
expected_base_credit,
expected_tax_debit,
expected_tax_credit,
):
for rec in res_data["Journal_Ledgers"]:
self.assertEqual(
expected_base_debit,
sum([tax_line["base_debit"] for tax_line in rec["tax_lines"]]),
)
self.assertEqual(
expected_base_credit,
sum([tax_line["base_credit"] for tax_line in rec["tax_lines"]]),
)
self.assertEqual(
expected_tax_debit,
sum([tax_line["tax_debit"] for tax_line in rec["tax_lines"]]),
)
self.assertEqual(
expected_tax_credit,
sum([tax_line["tax_credit"] for tax_line in rec["tax_lines"]]),
)
def test_01_test_total(self):
today_date = Date.today()
last_year_date = Date.to_string(datetime.today() - relativedelta(years=1))
move1 = self._add_move(today_date, self.journal_sale, 0, 100, 100, 0)
move2 = self._add_move(last_year_date, self.journal_sale, 0, 100, 100, 0)
wiz = self.JournalLedgerReportWizard.create(
{
"date_from": self.fy_date_start,
"date_to": self.fy_date_end,
"company_id": self.company.id,
"journal_ids": [(6, 0, self.journal_sale.ids)],
"move_target": "all",
}
)
data = wiz._prepare_report_journal_ledger()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 100, 100)
move3 = self._add_move(today_date, self.journal_sale, 0, 100, 100, 0)
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 200, 200)
wiz.move_target = "posted"
data = wiz._prepare_report_journal_ledger()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 0, 0)
move1.action_post()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 100, 100)
move2.action_post()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 100, 100)
move3.action_post()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 200, 200)
wiz.date_from = self.previous_fy_date_start
data = wiz._prepare_report_journal_ledger()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 300, 300)
def test_02_test_taxes_out_invoice(self):
move_form = Form(
self.env["account.move"].with_context(default_move_type="out_invoice")
)
move_form.partner_id = self.partner_2
move_form.journal_id = self.journal_sale
with move_form.invoice_line_ids.new() as line_form:
line_form.name = "test"
line_form.quantity = 1.0
line_form.price_unit = 100
line_form.account_id = self.income_account
line_form.tax_ids.add(self.tax_15_s)
with move_form.invoice_line_ids.new() as line_form:
line_form.name = "test"
line_form.quantity = 1.0
line_form.price_unit = 100
line_form.account_id = self.income_account
line_form.tax_ids.add(self.tax_15_s)
line_form.tax_ids.add(self.tax_20_s)
invoice = move_form.save()
invoice.action_post()
wiz = self.JournalLedgerReportWizard.create(
{
"date_from": self.fy_date_start,
"date_to": self.fy_date_end,
"company_id": self.company.id,
"journal_ids": [(6, 0, self.journal_sale.ids)],
"move_target": "all",
}
)
data = wiz._prepare_report_journal_ledger()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 250, 250)
self.check_report_journal_debit_credit_taxes(res_data, 0, 300, 0, 50)
def test_03_test_taxes_in_invoice(self):
move_form = Form(
self.env["account.move"].with_context(default_move_type="in_invoice")
)
move_form.partner_id = self.partner_2
move_form.journal_id = self.journal_purchase
move_form.invoice_date = Date.today()
with move_form.invoice_line_ids.new() as line_form:
line_form.name = "test"
line_form.quantity = 1.0
line_form.price_unit = 100
line_form.account_id = self.expense_account
line_form.tax_ids.add(self.tax_15_p)
with move_form.invoice_line_ids.new() as line_form:
line_form.name = "test"
line_form.quantity = 1.0
line_form.price_unit = 100
line_form.account_id = self.expense_account
line_form.tax_ids.add(self.tax_15_p)
line_form.tax_ids.add(self.tax_20_p)
move_form.invoice_date = move_form.date
invoice = move_form.save()
invoice.action_post()
wiz = self.JournalLedgerReportWizard.create(
{
"date_from": self.fy_date_start,
"date_to": self.fy_date_end,
"company_id": self.company.id,
"journal_ids": [(6, 0, self.journal_purchase.ids)],
"move_target": "all",
}
)
data = wiz._prepare_report_journal_ledger()
res_data = self.JournalLedgerReport._get_report_values(wiz, data)
self.check_report_journal_debit_credit(res_data, 250, 250)
self.check_report_journal_debit_credit_taxes(res_data, 300, 0, 50, 0)