account-financial-tools/account_journal_lock_date/tests/test_journal_lock_date.py

# Copyright 2017 ACSONE SA/NV
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from datetime import date, timedelta

from odoo import tools
from odoo.modules import get_module_resource
from odoo.tests import common

from ..exceptions import JournalLockDateError


class TestJournalLockDate(common.TransactionCase):
    def setUp(self):
        super(TestJournalLockDate, self).setUp()
        tools.convert_file(
            self.cr,
            "account",
            get_module_resource("account", "test", "account_minimal_test.xml"),
            {},
            "init",
            False,
            "test",
        )
        self.account_move_obj = self.env["account.move"]
        self.account_move_line_obj = self.env["account.move.line"]
        self.company_id = self.ref("base.main_company")
        self.partner = self.browse_ref("base.res_partner_12")
        self.account = self.browse_ref("account.a_recv")
        self.account2 = self.browse_ref("account.a_expense")
        self.journal = self.browse_ref("account.bank_journal")

    def test_journal_lock_date(self):
        self.env.user.write({"groups_id": [(3, self.ref("base.group_system"))]})
        self.env.user.write(
            {"groups_id": [(3, self.ref("account.group_account_manager"))]}
        )
        self.assertFalse(self.env.user.has_group("account.group_account_manager"))

        # create a move and post it
        move = self.account_move_obj.create(
            {
                "date": date.today(),
                "journal_id": self.journal.id,
                "line_ids": [
                    (
                        0,
                        0,
                        {
                            "account_id": self.account.id,
                            "credit": 1000.0,
                            "name": "Credit line",
                        },
                    ),
                    (
                        0,
                        0,
                        {
                            "account_id": self.account2.id,
                            "debit": 1000.0,
                            "name": "Debit line",
                        },
                    ),
                ],
            }
        )
        move.post()
        # lock journal, set 'Lock Date for Non-Advisers'
        self.journal.period_lock_date = date.today() + timedelta(days=2)
        # Test that the move cannot be created, written, or cancelled
        with self.assertRaises(JournalLockDateError):
            self.account_move_obj.create(
                {
                    "date": date.today(),
                    "journal_id": self.journal.id,
                    "line_ids": [
                        (
                            0,
                            0,
                            {
                                "account_id": self.account.id,
                                "credit": 1000.0,
                                "name": "Credit line",
                            },
                        ),
                        (
                            0,
                            0,
                            {
                                "account_id": self.account2.id,
                                "debit": 1000.0,
                                "name": "Debit line",
                            },
                        ),
                    ],
                }
            )

        with self.assertRaises(JournalLockDateError):
            move.write({"name": "TEST"})

        # allow cancel posted move
        self.journal.update_posted = True
        with self.assertRaises(JournalLockDateError):
            move.button_cancel()

        # create a move after the 'Lock Date for Non-Advisers' and post it
        move3 = self.account_move_obj.create(
            {
                "date": self.journal.period_lock_date + timedelta(days=3),
                "journal_id": self.journal.id,
                "line_ids": [
                    (
                        0,
                        0,
                        {
                            "account_id": self.account.id,
                            "credit": 1000.0,
                            "name": "Credit line",
                        },
                    ),
                    (
                        0,
                        0,
                        {
                            "account_id": self.account2.id,
                            "debit": 1000.0,
                            "name": "Debit line",
                        },
                    ),
                ],
            }
        )
        move3.post()

    def test_journal_lock_date_adviser(self):
        """ The journal lock date is ignored for Advisers """
        self.env.user.write(
            {"groups_id": [(4, self.ref("account.group_account_manager"))]}
        )
        self.assertTrue(self.env.user.has_group("account.group_account_manager"))
        # create a move and post it
        move = self.account_move_obj.create(
            {
                "date": date.today(),
                "journal_id": self.journal.id,
                "line_ids": [
                    (
                        0,
                        0,
                        {
                            "account_id": self.account.id,
                            "credit": 1000.0,
                            "name": "Credit line",
                        },
                    ),
                    (
                        0,
                        0,
                        {
                            "account_id": self.account2.id,
                            "debit": 1000.0,
                            "name": "Debit line",
                        },
                    ),
                ],
            }
        )
        move.post()
        # lock journal. Set 'Lock Date'
        self.journal.fiscalyear_lock_date = date.today() + timedelta(days=2)
        # lock journal. Set 'Lock Date for Non-Advisers'
        self.journal.period_lock_date = date.today() + timedelta(days=4)
        # Advisers cannot create, write, or cancel moves before 'Lock Date'
        with self.assertRaises(JournalLockDateError):
            self.account_move_obj.create(
                {
                    "date": date.today(),
                    "journal_id": self.journal.id,
                    "line_ids": [
                        (
                            0,
                            0,
                            {
                                "account_id": self.account.id,
                                "credit": 1000.0,
                                "name": "Credit line",
                            },
                        ),
                        (
                            0,
                            0,
                            {
                                "account_id": self.account2.id,
                                "debit": 1000.0,
                                "name": "Debit line",
                            },
                        ),
                    ],
                }
            )
        with self.assertRaises(JournalLockDateError):
            move.write({"name": "TEST"})
        # allow cancel posted move
        self.journal.update_posted = True
        with self.assertRaises(JournalLockDateError):
            move.button_cancel()
        # Advisers can create movements on a date after the 'Lock Date'
        # even if that date is before and inclusive of
        # the 'Lock Date for Non-Advisers' (self.journal.period_lock_date)
        move3 = self.account_move_obj.create(
            {
                "date": self.journal.period_lock_date,
                "journal_id": self.journal.id,
                "line_ids": [
                    (
                        0,
                        0,
                        {
                            "account_id": self.account.id,
                            "credit": 1000.0,
                            "name": "Credit line",
                        },
                    ),
                    (
                        0,
                        0,
                        {
                            "account_id": self.account2.id,
                            "debit": 1000.0,
                            "name": "Debit line",
                        },
                    ),
                ],
            }
        )
        move3.post()