From 6e0ea656800af0e801d3113859c70028088fe802 Mon Sep 17 00:00:00 2001 From: Carlos Dauden Date: Mon, 24 Oct 2016 19:36:56 +0200 Subject: [PATCH 1/3] [9.0][ADD] partner_sale_risk: New module --- partner_sale_risk/README.rst | 60 +++++++++++++++++++ partner_sale_risk/__init__.py | 3 + partner_sale_risk/__openerp__.py | 19 ++++++ partner_sale_risk/models/__init__.py | 4 ++ partner_sale_risk/models/res_partner.py | 32 ++++++++++ partner_sale_risk/models/sale.py | 50 ++++++++++++++++ .../tests/test_partner_sale_risk.py | 53 ++++++++++++++++ partner_sale_risk/views/res_partner_view.xml | 21 +++++++ partner_sale_risk/views/sale_view.xml | 16 +++++ 9 files changed, 258 insertions(+) create mode 100644 partner_sale_risk/README.rst create mode 100644 partner_sale_risk/__init__.py create mode 100644 partner_sale_risk/__openerp__.py create mode 100644 partner_sale_risk/models/__init__.py create mode 100644 partner_sale_risk/models/res_partner.py create mode 100644 partner_sale_risk/models/sale.py create mode 100644 partner_sale_risk/tests/test_partner_sale_risk.py create mode 100644 partner_sale_risk/views/res_partner_view.xml create mode 100644 partner_sale_risk/views/sale_view.xml diff --git a/partner_sale_risk/README.rst b/partner_sale_risk/README.rst new file mode 100644 index 000000000..500925870 --- /dev/null +++ b/partner_sale_risk/README.rst @@ -0,0 +1,60 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +================= +Partner Sale Risk +================= + +Extends Partner Financial Risk to manage sales orders. + +If any limit is exceed the partner gets forbidden to confirm sale orders. + +Usage +===== + +To use this module, you need to: + +#. Go to *Customers > Financial Risk* +#. Set limits and choose options to compute in credit limit. +#. Go to *Sales -> Sales Orders* and create a new Sales Orders. + + +.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas + :alt: Try me on Runbot + :target: https://runbot.odoo-community.org/runbot/134/9.0 + + +Bug Tracker +=========== + +Bugs are tracked on `GitHub Issues +`_. In case of trouble, please +check there if your issue has already been reported. If you spotted it first, +help us smashing it by providing a detailed and welcomed feedback. + + +Credits +======= + +Contributors +------------ + +* Carlos Dauden +* Pedro M. Baeza + + +Maintainer +---------- + +.. image:: https://odoo-community.org/logo.png + :alt: Odoo Community Association + :target: https://odoo-community.org + +This module is maintained by the OCA. + +OCA, or the Odoo Community Association, is a nonprofit organization whose +mission is to support the collaborative development of Odoo features and +promote its widespread use. + +To contribute to this module, please visit https://odoo-community.org. diff --git a/partner_sale_risk/__init__.py b/partner_sale_risk/__init__.py new file mode 100644 index 000000000..cde864bae --- /dev/null +++ b/partner_sale_risk/__init__.py @@ -0,0 +1,3 @@ +# -*- coding: utf-8 -*- + +from . import models diff --git a/partner_sale_risk/__openerp__.py b/partner_sale_risk/__openerp__.py new file mode 100644 index 000000000..da484210f --- /dev/null +++ b/partner_sale_risk/__openerp__.py @@ -0,0 +1,19 @@ +# -*- coding: utf-8 -*- +# © 2016 Carlos Dauden +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +{ + 'name': 'Partner Sale Risk', + 'summary': 'Manage partner risk in sales orders', + 'version': '9.0.1.0.0', + 'category': 'Sales Management', + 'license': 'AGPL-3', + 'author': 'Tecnativa, Odoo Community Association (OCA)', + 'website': 'https://www.tecnativa.com', + 'depends': ['sale', 'partner_financial_risk'], + 'data': [ + 'views/res_partner_view.xml', + 'views/sale_view.xml', + ], + 'installable': True, +} diff --git a/partner_sale_risk/models/__init__.py b/partner_sale_risk/models/__init__.py new file mode 100644 index 000000000..b2be41d4d --- /dev/null +++ b/partner_sale_risk/models/__init__.py @@ -0,0 +1,4 @@ +# -*- coding: utf-8 -*- + +from . import res_partner +from . import sale diff --git a/partner_sale_risk/models/res_partner.py b/partner_sale_risk/models/res_partner.py new file mode 100644 index 000000000..f5d669ebd --- /dev/null +++ b/partner_sale_risk/models/res_partner.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +# © 2016 Carlos Dauden +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from openerp import api, fields, models + + +class ResPartner(models.Model): + _inherit = 'res.partner' + + risk_sale_order_include = fields.Boolean( + string='Include Sales Orders', help='Full risk computation') + risk_sale_order_limit = fields.Monetary( + string='Limit Sales Orders', help='Set 0 if it is not locked') + risk_sale_order = fields.Monetary( + compute='_compute_risk_sale_order', store=True, + string='Total Sales Orders Not Invoiced', + help='Total not invoiced of sales orders in Sale Order state') + + @api.multi + @api.depends('sale_order_ids', 'sale_order_ids.invoice_pending_amount') + def _compute_risk_sale_order(self): + for partner in self: + partner.risk_sale_order = sum( + partner.sale_order_ids.mapped('invoice_pending_amount')) + + @api.model + def _risk_field_list(self): + res = super(ResPartner, self)._risk_field_list() + res.append(('risk_sale_order', 'risk_sale_order_limit', + 'risk_sale_order_include')) + return res diff --git a/partner_sale_risk/models/sale.py b/partner_sale_risk/models/sale.py new file mode 100644 index 000000000..c79494936 --- /dev/null +++ b/partner_sale_risk/models/sale.py @@ -0,0 +1,50 @@ +# -*- coding: utf-8 -*- +# © 2016 Carlos Dauden +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from openerp import api, fields, models, _ + + +class SaleOrder(models.Model): + _inherit = 'sale.order' + + invoice_amount = fields.Monetary( + compute='_compute_invoice_amount', store=True) + invoice_pending_amount = fields.Monetary( + compute='_compute_invoice_amount', store=True) + + @api.multi + @api.depends('state', 'order_line.invoice_lines.invoice_id.amount_total') + def _compute_invoice_amount(self): + for order in self.filtered(lambda x: x.state == 'sale'): + order.invoice_amount = sum( + order.invoice_ids.mapped('amount_total')) + order.invoice_pending_amount = ( + order.amount_total > order.invoice_amount and + order.amount_total - order.invoice_amount or 0.0) + + @api.multi + def action_confirm(self): + if not self.env.context.get('bypass_risk', False): + partner = self.partner_id + exception_msg = "" + if partner.risk_exception: + exception_msg = _("Financial risk exceeded.\n") + elif partner.risk_sale_order_limit and ( + (partner.risk_sale_order + self.amount_total) > + partner.risk_sale_order_limit): + exception_msg = _( + "This sale order exceeds the sales orders risk.\n") + elif partner.risk_sale_order_include and ( + (partner.risk_total + self.amount_total) > + partner.credit_limit): + exception_msg = _( + "This sale order exceeds the financial risk.\n") + if exception_msg: + return self.env['partner.risk.exceeded.wiz'].create({ + 'exception_msg': exception_msg, + 'partner_id': partner.id, + 'origin_reference': '%s,%s' % (self._model, self.id), + 'continue_method': 'action_confirm', + }).action_show() + return super(SaleOrder, self).action_confirm() diff --git a/partner_sale_risk/tests/test_partner_sale_risk.py b/partner_sale_risk/tests/test_partner_sale_risk.py new file mode 100644 index 000000000..7be22c953 --- /dev/null +++ b/partner_sale_risk/tests/test_partner_sale_risk.py @@ -0,0 +1,53 @@ +# -*- coding: utf-8 -*- +# © 2016 Carlos Dauden +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from openerp.tests.common import TransactionCase + + +class TestPartnerSaleRisk(TransactionCase): + def setUp(self): + super(TestPartnerSaleRisk, self).setUp() + self.env.user.groups_id |= self.env.ref('base.group_sale_manager') + self.partner = self.env['res.partner'].create({ + 'name': 'Partner test', + 'customer': True, + }) + self.product = self.env.ref('product.product_product_2') + self.product.invoice_policy = 'order' + self.sale_order = self.env['sale.order'].create({ + 'partner_id': self.partner.id, + 'pricelist_id': self.env.ref('product.list0').id, + 'order_line': [(0, 0, { + 'name': self.product.name, + 'product_id': self.product.id, + 'product_uom_qty': 1, + 'product_uom': self.product.uom_id.id, + 'price_unit': 100.0})], + }) + + def test_sale_order(self): + self.sale_order.action_confirm() + self.assertAlmostEqual(self.partner.risk_sale_order, 100.0) + self.assertFalse(self.partner.risk_exception) + self.partner.risk_sale_order_limit = 99.0 + self.assertTrue(self.partner.risk_exception) + sale_order2 = self.sale_order.copy() + wiz_dic = sale_order2.action_confirm() + wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id']) + self.assertEqual(wiz.exception_msg, "Financial risk exceeded.\n") + self.partner.risk_sale_order_limit = 150.0 + wiz_dic = sale_order2.action_confirm() + wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id']) + self.assertEqual(wiz.exception_msg, + "This sale order exceeds the sales orders risk.\n") + self.partner.risk_sale_order_limit = 0.0 + self.partner.risk_sale_order_include = True + self.partner.credit_limit = 100.0 + wiz_dic = sale_order2.action_confirm() + wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id']) + self.assertEqual(wiz.exception_msg, + "This sale order exceeds the financial risk.\n") + self.assertTrue(self.partner.risk_allow_edit) + wiz.button_continue() + self.assertAlmostEqual(self.partner.risk_sale_order, 200.0) diff --git a/partner_sale_risk/views/res_partner_view.xml b/partner_sale_risk/views/res_partner_view.xml new file mode 100644 index 000000000..a4c24f13b --- /dev/null +++ b/partner_sale_risk/views/res_partner_view.xml @@ -0,0 +1,21 @@ + + + + + res.partner.view.risk + res.partner + + + + + + + + + + + + diff --git a/partner_sale_risk/views/sale_view.xml b/partner_sale_risk/views/sale_view.xml new file mode 100644 index 000000000..3fbf2e1aa --- /dev/null +++ b/partner_sale_risk/views/sale_view.xml @@ -0,0 +1,16 @@ + + + + + sale.order.form.invoice.amount + sale.order + + + + + + + + + From e1b0c385c60bb760f8dd59d4d7b3bfe8a83c2400 Mon Sep 17 00:00:00 2001 From: Carlos Dauden Date: Fri, 3 Feb 2017 22:11:17 +0100 Subject: [PATCH 2/3] [9.0][IMP] partner_sale_risk: Improve performance --- partner_sale_risk/models/res_partner.py | 16 +++++++++++++--- partner_sale_risk/models/sale.py | 21 +++++++++++++++------ 2 files changed, 28 insertions(+), 9 deletions(-) diff --git a/partner_sale_risk/models/res_partner.py b/partner_sale_risk/models/res_partner.py index f5d669ebd..4a322a5ff 100644 --- a/partner_sale_risk/models/res_partner.py +++ b/partner_sale_risk/models/res_partner.py @@ -18,11 +18,21 @@ class ResPartner(models.Model): help='Total not invoiced of sales orders in Sale Order state') @api.multi - @api.depends('sale_order_ids', 'sale_order_ids.invoice_pending_amount') + @api.depends('sale_order_ids', 'sale_order_ids.invoice_pending_amount', + 'child_ids.sale_order_ids', + 'child_ids.sale_order_ids.invoice_pending_amount') def _compute_risk_sale_order(self): - for partner in self: + customers = self.filtered('customer') + partners = customers | customers.mapped('child_ids') + orders_group = self.env['sale.order'].read_group( + [('state', '=', 'sale'), ('partner_id', 'in', partners.ids)], + ['partner_id', 'invoice_pending_amount'], + ['partner_id']) + for partner in customers: + partner_ids = (partner | partner.mapped('child_ids')).ids partner.risk_sale_order = sum( - partner.sale_order_ids.mapped('invoice_pending_amount')) + [x['invoice_pending_amount'] + for x in orders_group if x['partner_id'][0] in partner_ids]) @api.model def _risk_field_list(self): diff --git a/partner_sale_risk/models/sale.py b/partner_sale_risk/models/sale.py index c79494936..eaa10c4d6 100644 --- a/partner_sale_risk/models/sale.py +++ b/partner_sale_risk/models/sale.py @@ -16,17 +16,26 @@ class SaleOrder(models.Model): @api.multi @api.depends('state', 'order_line.invoice_lines.invoice_id.amount_total') def _compute_invoice_amount(self): + AccountInvoice = self.env['account.invoice'] for order in self.filtered(lambda x: x.state == 'sale'): - order.invoice_amount = sum( - order.invoice_ids.mapped('amount_total')) - order.invoice_pending_amount = ( - order.amount_total > order.invoice_amount and - order.amount_total - order.invoice_amount or 0.0) + invoice_ids = order.order_line.mapped('invoice_lines').mapped( + 'invoice_id').ids + if not invoice_ids: + continue + amount = AccountInvoice.read_group( + [('id', 'in', invoice_ids), + ('type', 'in', ['out_invoice', 'out_refund'])], + ['amount_total'], + [] + )[0]['amount_total'] + order.invoice_amount = amount + if order.amount_total > amount: + order.invoice_pending_amount = order.amount_total - amount @api.multi def action_confirm(self): if not self.env.context.get('bypass_risk', False): - partner = self.partner_id + partner = self.partner_id.commercial_partner_id exception_msg = "" if partner.risk_exception: exception_msg = _("Financial risk exceeded.\n") From f2f658fa1187687f96a4655b012b6823888c19ad Mon Sep 17 00:00:00 2001 From: Andhitia Rama Date: Sat, 25 Feb 2017 10:54:49 +0700 Subject: [PATCH 3/3] [BACKPORT][8.0] partner_sale_risk --- partner_sale_risk/README.rst | 3 +- partner_sale_risk/__openerp__.py | 2 +- partner_sale_risk/models/res_partner.py | 7 +- partner_sale_risk/models/sale.py | 60 ++++---- partner_sale_risk/tests/__init__.py | 5 + .../tests/test_partner_sale_risk.py | 138 +++++++++++++++--- partner_sale_risk/views/res_partner_view.xml | 6 +- partner_sale_risk/views/sale_view.xml | 8 +- 8 files changed, 170 insertions(+), 59 deletions(-) create mode 100644 partner_sale_risk/tests/__init__.py diff --git a/partner_sale_risk/README.rst b/partner_sale_risk/README.rst index 500925870..83ca211dd 100644 --- a/partner_sale_risk/README.rst +++ b/partner_sale_risk/README.rst @@ -22,7 +22,7 @@ To use this module, you need to: .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas :alt: Try me on Runbot - :target: https://runbot.odoo-community.org/runbot/134/9.0 + :target: https://runbot.odoo-community.org/runbot/134/8.0 Bug Tracker @@ -42,6 +42,7 @@ Contributors * Carlos Dauden * Pedro M. Baeza +* Andhitia Rama Maintainer diff --git a/partner_sale_risk/__openerp__.py b/partner_sale_risk/__openerp__.py index da484210f..ad7784a67 100644 --- a/partner_sale_risk/__openerp__.py +++ b/partner_sale_risk/__openerp__.py @@ -5,7 +5,7 @@ { 'name': 'Partner Sale Risk', 'summary': 'Manage partner risk in sales orders', - 'version': '9.0.1.0.0', + 'version': '8.0.1.0.0', 'category': 'Sales Management', 'license': 'AGPL-3', 'author': 'Tecnativa, Odoo Community Association (OCA)', diff --git a/partner_sale_risk/models/res_partner.py b/partner_sale_risk/models/res_partner.py index 4a322a5ff..653056058 100644 --- a/partner_sale_risk/models/res_partner.py +++ b/partner_sale_risk/models/res_partner.py @@ -10,9 +10,9 @@ class ResPartner(models.Model): risk_sale_order_include = fields.Boolean( string='Include Sales Orders', help='Full risk computation') - risk_sale_order_limit = fields.Monetary( + risk_sale_order_limit = fields.Float( string='Limit Sales Orders', help='Set 0 if it is not locked') - risk_sale_order = fields.Monetary( + risk_sale_order = fields.Float( compute='_compute_risk_sale_order', store=True, string='Total Sales Orders Not Invoiced', help='Total not invoiced of sales orders in Sale Order state') @@ -25,7 +25,8 @@ class ResPartner(models.Model): customers = self.filtered('customer') partners = customers | customers.mapped('child_ids') orders_group = self.env['sale.order'].read_group( - [('state', '=', 'sale'), ('partner_id', 'in', partners.ids)], + [('state', 'not in', ['draft', 'sent', 'cancel', 'done']), + ('partner_id', 'in', partners.ids)], ['partner_id', 'invoice_pending_amount'], ['partner_id']) for partner in customers: diff --git a/partner_sale_risk/models/sale.py b/partner_sale_risk/models/sale.py index eaa10c4d6..e16383899 100644 --- a/partner_sale_risk/models/sale.py +++ b/partner_sale_risk/models/sale.py @@ -8,18 +8,23 @@ from openerp import api, fields, models, _ class SaleOrder(models.Model): _inherit = 'sale.order' - invoice_amount = fields.Monetary( + invoice_amount = fields.Float( compute='_compute_invoice_amount', store=True) - invoice_pending_amount = fields.Monetary( + invoice_pending_amount = fields.Float( compute='_compute_invoice_amount', store=True) @api.multi - @api.depends('state', 'order_line.invoice_lines.invoice_id.amount_total') + @api.depends('state', + 'invoice_ids', + 'invoice_ids.amount_total', + 'order_line.invoice_lines.invoice_id.amount_total') def _compute_invoice_amount(self): AccountInvoice = self.env['account.invoice'] - for order in self.filtered(lambda x: x.state == 'sale'): + for order in self: + order.invoice_pending_amount = order.amount_total invoice_ids = order.order_line.mapped('invoice_lines').mapped( 'invoice_id').ids + invoice_ids += order.mapped('invoice_ids').ids if not invoice_ids: continue amount = AccountInvoice.read_group( @@ -33,27 +38,28 @@ class SaleOrder(models.Model): order.invoice_pending_amount = order.amount_total - amount @api.multi - def action_confirm(self): + def action_button_confirm(self): if not self.env.context.get('bypass_risk', False): - partner = self.partner_id.commercial_partner_id - exception_msg = "" - if partner.risk_exception: - exception_msg = _("Financial risk exceeded.\n") - elif partner.risk_sale_order_limit and ( - (partner.risk_sale_order + self.amount_total) > - partner.risk_sale_order_limit): - exception_msg = _( - "This sale order exceeds the sales orders risk.\n") - elif partner.risk_sale_order_include and ( - (partner.risk_total + self.amount_total) > - partner.credit_limit): - exception_msg = _( - "This sale order exceeds the financial risk.\n") - if exception_msg: - return self.env['partner.risk.exceeded.wiz'].create({ - 'exception_msg': exception_msg, - 'partner_id': partner.id, - 'origin_reference': '%s,%s' % (self._model, self.id), - 'continue_method': 'action_confirm', - }).action_show() - return super(SaleOrder, self).action_confirm() + for order in self: + partner = order.partner_id.commercial_partner_id + exception_msg = "" + if partner.risk_exception: + exception_msg = _("Financial risk exceeded.\n") + elif partner.risk_sale_order_limit and ( + (partner.risk_sale_order + self.amount_total) > + partner.risk_sale_order_limit): + exception_msg = _( + "This sale order exceeds the sales orders risk.\n") + elif partner.risk_sale_order_include and ( + (partner.risk_total + self.amount_total) > + partner.credit_limit): + exception_msg = _( + "This sale order exceeds the financial risk.\n") + if exception_msg: + return self.env['partner.risk.exceeded.wiz'].create({ + 'exception_msg': exception_msg, + 'partner_id': partner.id, + 'origin_reference': '%s,%s' % (self._model, self.id), + 'continue_method': 'action_button_confirm', + }).action_show() + return super(SaleOrder, self).action_button_confirm() diff --git a/partner_sale_risk/tests/__init__.py b/partner_sale_risk/tests/__init__.py new file mode 100644 index 000000000..edfc2d673 --- /dev/null +++ b/partner_sale_risk/tests/__init__.py @@ -0,0 +1,5 @@ +# -*- coding: utf-8 -*- +# Copyright 2016 Carlos Dauden +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from . import test_partner_sale_risk diff --git a/partner_sale_risk/tests/test_partner_sale_risk.py b/partner_sale_risk/tests/test_partner_sale_risk.py index 7be22c953..79ae91130 100644 --- a/partner_sale_risk/tests/test_partner_sale_risk.py +++ b/partner_sale_risk/tests/test_partner_sale_risk.py @@ -6,6 +6,7 @@ from openerp.tests.common import TransactionCase class TestPartnerSaleRisk(TransactionCase): + def setUp(self): super(TestPartnerSaleRisk, self).setUp() self.env.user.groups_id |= self.env.ref('base.group_sale_manager') @@ -25,29 +26,122 @@ class TestPartnerSaleRisk(TransactionCase): 'product_uom': self.product.uom_id.id, 'price_unit': 100.0})], }) + self.wizard = self.env[ + "sale.advance.payment.inv"] - def test_sale_order(self): - self.sale_order.action_confirm() - self.assertAlmostEqual(self.partner.risk_sale_order, 100.0) - self.assertFalse(self.partner.risk_exception) - self.partner.risk_sale_order_limit = 99.0 - self.assertTrue(self.partner.risk_exception) - sale_order2 = self.sale_order.copy() - wiz_dic = sale_order2.action_confirm() + def test_sale_order_1(self): + """ + Scenario: + * 1 sale order @ 100 EUR + * Manual invoice policy + * Invoice all + * Risk sale order not include + * No invoice risk + + Expected result: + * Sale order can be confirm + * Invoice can be validate + """ + self.sale_order.action_button_confirm() + self.assertEqual( + self.sale_order.state, + "manual") + wizard = self.wizard.with_context({ + "active_ids": [self.sale_order.id]}).\ + create({ + "advance_payment_method": "all"}) + wizard.create_invoices() + self.sale_order.invoice_ids.signal_workflow("invoice_open") + + def test_sale_order_2(self): + """ + Scenario: + * 1 sale order @ 100 EUR + * Manual invoice policy + * Invoice all + * Sale Order Limit == 75 EUR + * Risk sale order not include + * No invoice risk + + Expected result: + * Sale order exceeds the sale order risk raised + """ + + self.partner.write({ + "risk_sale_order_limit": 75.0, + "credit_limit": 150.0, + }) + wiz_dic = self.sale_order.action_button_confirm() wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id']) - self.assertEqual(wiz.exception_msg, "Financial risk exceeded.\n") - self.partner.risk_sale_order_limit = 150.0 - wiz_dic = sale_order2.action_confirm() + self.assertEqual( + wiz.exception_msg, + "This sale order exceeds the sales orders risk.\n") + + def test_sale_order_3(self): + """ + Scenario: + * 1 sale order @ 100 EUR + * Manual invoice policy + * Invoice all + * Sale Order Limit == 100 EUR + * Credit Limit == 75 EUR + * Risk sale order include + * No invoice risk + + Expected result: + * Sale order exceeds the financial risk raised + """ + + self.partner.write({ + "risk_sale_order_limit": 115.0, + "credit_limit": 75.0, + "risk_sale_order_include": True, + }) + wiz_dic = self.sale_order.action_button_confirm() wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id']) - self.assertEqual(wiz.exception_msg, - "This sale order exceeds the sales orders risk.\n") - self.partner.risk_sale_order_limit = 0.0 - self.partner.risk_sale_order_include = True - self.partner.credit_limit = 100.0 - wiz_dic = sale_order2.action_confirm() + self.assertEqual( + wiz.exception_msg, + "This sale order exceeds the financial risk.\n") + + def test_sale_order_4(self): + """ + Scenario: + * Sale Order Limit == 100 EUR + * Credit Limit == 75 EUR + * Risk sale order include + * Invoice draft include + * Sale order #1 @ 100 EUR + * Manual invoice policy + * Invoice percentace 0.75 + * Sale order #2 @ 100 EUR + * Confirm using bypass risk + * Sale order #3 @ 100 EUR + * Confirm using bypass risk + + Expected result: + * Financial risk exceeded raised + """ + + self.partner.write({ + "risk_sale_order_limit": 150.0, + "credit_limit": 100.0, + "risk_sale_order_include": True, + "risk_invoice_draft_include": True, + }) + self.sale_order.action_button_confirm() + self.assertEqual( + self.sale_order.state, + "manual") + sale_order2 = self.sale_order.copy() + sale_order2.order_line[0].write({'price_unit': 10.0}) + sale_order2.with_context(bypass_risk=True).action_button_confirm() + self.assertTrue( + self.sale_order.partner_id.risk_exception) + sale_order3 = self.sale_order.copy() + sale_order3.order_line[0].write({'price_unit': 10.0}) + wiz_dic = sale_order3.with_context( + bypass_risk=False).action_button_confirm() wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id']) - self.assertEqual(wiz.exception_msg, - "This sale order exceeds the financial risk.\n") - self.assertTrue(self.partner.risk_allow_edit) - wiz.button_continue() - self.assertAlmostEqual(self.partner.risk_sale_order, 200.0) + self.assertEqual( + wiz.exception_msg, + "Financial risk exceeded.\n") diff --git a/partner_sale_risk/views/res_partner_view.xml b/partner_sale_risk/views/res_partner_view.xml index a4c24f13b..45031d5fb 100644 --- a/partner_sale_risk/views/res_partner_view.xml +++ b/partner_sale_risk/views/res_partner_view.xml @@ -1,7 +1,8 @@ - + + res.partner.view.risk res.partner @@ -18,4 +19,5 @@ - + + diff --git a/partner_sale_risk/views/sale_view.xml b/partner_sale_risk/views/sale_view.xml index 3fbf2e1aa..1d6433e53 100644 --- a/partner_sale_risk/views/sale_view.xml +++ b/partner_sale_risk/views/sale_view.xml @@ -1,16 +1,18 @@ - + + sale.order.form.invoice.amount sale.order - + - + +