flectra/addons/sale_timesheet/tests/test_timesheet_revenue.py

316 lines
16 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details.
from flectra.addons.sale.tests.test_sale_common import TestSale
from flectra.exceptions import UserError
from flectra.tools import float_repr
class TestSaleTimesheet(TestSale):
def setUp(self):
super(TestSaleTimesheet, self).setUp()
# NOTE JEM
# The tests below are based on the `base.rateUSD` currency rate. It
# is required to remove the `base.rateUSDbis` to avoid rounding error
# after the 6 june of current year.
self.env.ref('base.rateUSDbis').unlink()
# Make sure the company is in USD
self.env.cr.execute(
"UPDATE res_company SET currency_id = %s WHERE id = %s",
[self.env.ref('base.USD').id, self.env.user.company_id.id])
# create project
self.project = self.env['project.project'].create({
'name': 'Project for my timesheets',
'allow_timesheets': True,
})
# create service products
self.product_deliver = self.env['product.product'].create({
'name': "Delivered Service",
'standard_price': 30,
'list_price': 90,
'type': 'service',
'invoice_policy': 'delivery',
'uom_id': self.env.ref('product.product_uom_hour').id,
'uom_po_id': self.env.ref('product.product_uom_hour').id,
'default_code': 'SERV-DELI',
'service_type': 'timesheet',
'service_tracking': 'task_global_project',
'project_id': self.project.id,
})
self.product_order = self.env['product.product'].create({
'name': "Ordered Service",
'standard_price': 37,
'list_price': 51,
'type': 'service',
'invoice_policy': 'order',
'uom_id': self.env.ref('product.product_uom_hour').id,
'uom_po_id': self.env.ref('product.product_uom_hour').id,
'default_code': 'SERV-ORDER',
'service_type': 'timesheet',
'service_tracking': 'task_global_project',
'project_id': self.project.id,
})
# pricelists
self.pricelist_usd = self.env['product.pricelist'].create({
'name': 'USD pricelist',
'active': True,
'currency_id': self.env.ref('base.USD').id,
'company_id': self.env.user.company_id.id,
})
self.pricelist_eur = self.env['product.pricelist'].create({
'name': 'EUR pricelist',
'active': True,
'currency_id': self.env.ref('base.EUR').id,
'company_id': self.env.user.company_id.id,
})
# partners
self.partner_usd = self.env['res.partner'].create({
'name': 'Cool Partner in USD',
'email': 'partner.usd@test.com',
'property_product_pricelist': self.pricelist_usd.id,
})
self.partner_eur = self.env['res.partner'].create({
'name': 'Cool partner in EUR',
'email': 'partner.eur@test.com',
'property_product_pricelist': self.pricelist_eur.id,
})
def test_revenue(self):
""" Create a SO with 2 lines : one for a delivered service, one for a ordered service. Confirm
and invoice it. For this, we use a partner having the same currency as the current company.
3 timesheets are logged before invoicing : 2 for delivered, 1 for ordered.
"""
# create SO and confirm it
sale_order = self.env['sale.order'].create({
'partner_id': self.partner_usd.id,
'partner_invoice_id': self.partner_usd.id,
'partner_shipping_id': self.partner_usd.id,
'pricelist_id': self.pricelist_usd.id,
})
sale_order_line_delivered = self.env['sale.order.line'].create({
'name': self.product_deliver.name,
'product_id': self.product_deliver.id,
'product_uom_qty': 12,
'product_uom': self.product_deliver.uom_id.id,
'price_unit': self.product_deliver.list_price,
'order_id': sale_order.id,
})
sale_order_line_ordered = self.env['sale.order.line'].create({
'name': self.product_order.name,
'product_id': self.product_order.id,
'product_uom_qty': 7,
'product_uom': self.product_order.uom_id.id,
'price_unit': self.product_order.list_price,
'order_id': sale_order.id,
})
sale_order_line_ordered.product_id_change()
sale_order_line_delivered.product_id_change()
sale_order.action_confirm()
# log timesheet on tasks
task_delivered = self.env['project.task'].search([('sale_line_id', '=', sale_order_line_delivered.id)])
task_ordered = self.env['project.task'].search([('sale_line_id', '=', sale_order_line_ordered.id)])
timesheet1 = self.env['account.analytic.line'].create({
'name': 'ts 1',
'unit_amount': 5,
'task_id': task_delivered.id,
'project_id': task_delivered.project_id.id,
})
timesheet2 = self.env['account.analytic.line'].create({
'name': 'ts 2',
'unit_amount': 2,
'task_id': task_delivered.id,
'project_id': task_delivered.project_id.id,
})
timesheet3 = self.env['account.analytic.line'].create({
'name': 'ts 3',
'unit_amount': 3,
'task_id': task_ordered.id,
'project_id': task_ordered.project_id.id,
})
# check we don't compare apples and pears
self.assertEquals(timesheet1.company_currency_id, sale_order.currency_id, 'Currencies should not differ (%s vs %s)' % (timesheet1.company_currency_id.name, sale_order.currency_id.name))
# check theorical revenue
self.assertEquals(timesheet1.timesheet_invoice_type, 'billable_time', "Billable type on task from delivered service should be 'billabe time'")
self.assertEquals(timesheet2.timesheet_invoice_type, 'billable_time', "Billable type on task from delivered service should be 'billabe time'")
self.assertEquals(timesheet3.timesheet_invoice_type, 'billable_fixed', "Billable type on task from ordered service should be 'billabe fixed'")
self.assertEquals(timesheet1.timesheet_invoice_id, self.env['account.invoice'])
self.assertEquals(timesheet2.timesheet_invoice_id, self.env['account.invoice'])
self.assertEquals(timesheet3.timesheet_invoice_id, self.env['account.invoice'])
# Hours * SO Line price_unit * (1-discount)
self.assertEquals(timesheet1.timesheet_revenue, 450, "Revenue computation does not return the correct amount !")
self.assertEquals(timesheet2.timesheet_revenue, 180, "Revenue computation does not return the correct amount !")
# MIN (
# 2 * 90 * (1 - 0.0) = 180
# (12 * 90) - 450 = 1080
# )
self.assertEquals(timesheet3.timesheet_revenue, 153, "Revenue computation does not return the correct amount !")
# invoice the SO
context = {
"active_model": 'sale.order',
"active_ids": [sale_order.id],
"active_id": sale_order.id,
'open_invoices': True,
}
payment = self.env['sale.advance.payment.inv'].create({
'advance_payment_method': 'delivered',
})
action_invoice = payment.with_context(context).create_invoices()
invoice_id = action_invoice['res_id']
invoice = self.env['account.invoice'].browse(invoice_id)
# check revenues have not changed
self.assertEquals(timesheet1.timesheet_revenue, 450, "Revenue computation does not return the correct amount !")
self.assertEquals(timesheet2.timesheet_revenue, 180, "Revenue computation does not return the correct amount !")
self.assertEquals(timesheet3.timesheet_revenue, 153, "Revenue computation does not return the correct amount !")
# update invoice line by setting a reduction, then validate it
for invoice_line in invoice.invoice_line_ids:
invoice_line.write({'price_unit': invoice_line.price_unit - 10})
invoice.action_invoice_open()
# check concrete revenue
# (Total inv line / SUM(uninvoiced timesheet for delivered service) ) * timesheet line hours, so
# (560 / 7 )* 5 = 400
# (560 / 7) * 2 = 160
self.assertEquals(timesheet1.timesheet_revenue, 400, "Revenue computation on invoice validation does not return the correct revenue !")
self.assertEquals(timesheet2.timesheet_revenue, 160, "Revenue computation on invoice validation does not return the correct revenue !")
# Since their is only one line, the total invoice line is set as revenue for ordered service
self.assertEquals(timesheet3.timesheet_revenue, 287, "Revenue computation on invoice validation does not return the correct revenue !")
# check the invoice is well set
self.assertEquals(timesheet1.timesheet_invoice_id, invoice)
self.assertEquals(timesheet2.timesheet_invoice_id, invoice)
self.assertEquals(timesheet3.timesheet_invoice_id, invoice)
# check that analytic line for product 'delivery' cannot be altered
with self.assertRaises(UserError):
timesheet1.write(dict(unit_amount=10))
self.assertNotEquals(timesheet1.unit_amount, 10)
# check that analytic line for product 'ordered' can be altered
timesheet3.write(dict(unit_amount=10))
self.assertEquals(timesheet3.unit_amount, 10)
# check that if at least 1 analytic line is for product 'delivery', it cannot be altered
with self.assertRaises(UserError):
(timesheet1 + timesheet3).write(dict(unit_amount=15))
self.assertNotEquals(timesheet1.unit_amount, 15)
self.assertNotEquals(timesheet3.unit_amount, 15)
def test_revenue_multi_currency(self):
""" Create a SO with 2 lines : one for a delivered service, one for a ordered service. Confirm
and invoice it. For this, we use a partner having a DIFFERENT currency from the current company.
4 timesheets are logged before invoicing : 2 for delivered, 2 for ordered.
"""
# create SO and confirm it
sale_order = self.env['sale.order'].create({
'partner_id': self.partner_usd.id,
'partner_invoice_id': self.partner_eur.id,
'partner_shipping_id': self.partner_eur.id,
'pricelist_id': self.pricelist_eur.id,
})
sale_order_line_delivered = self.env['sale.order.line'].create({
'name': self.product_deliver.name,
'product_id': self.product_deliver.id,
'product_uom_qty': 12,
'product_uom': self.product_deliver.uom_id.id,
'price_unit': self.product_deliver.list_price,
'order_id': sale_order.id,
})
sale_order_line_ordered = self.env['sale.order.line'].create({
'name': self.product_order.name,
'product_id': self.product_order.id,
'product_uom_qty': 7,
'product_uom': self.product_order.uom_id.id,
'price_unit': self.product_order.list_price,
'order_id': sale_order.id,
})
sale_order_line_ordered.product_id_change()
sale_order_line_delivered.product_id_change()
sale_order.action_confirm()
# log timesheet on tasks
task_delivered = self.env['project.task'].search([('sale_line_id', '=', sale_order_line_delivered.id)])
task_ordered = self.env['project.task'].search([('sale_line_id', '=', sale_order_line_ordered.id)])
timesheet1 = self.env['account.analytic.line'].create({
'name': 'ts 1',
'unit_amount': 5,
'task_id': task_delivered.id,
'project_id': task_delivered.project_id.id,
})
timesheet2 = self.env['account.analytic.line'].create({
'name': 'ts 2',
'unit_amount': 2,
'task_id': task_delivered.id,
'project_id': task_delivered.project_id.id,
})
timesheet3 = self.env['account.analytic.line'].create({
'name': 'ts 3',
'unit_amount': 3,
'task_id': task_ordered.id,
'project_id': task_ordered.project_id.id,
})
timesheet4 = self.env['account.analytic.line'].create({
'name': 'ts 4',
'unit_amount': 6,
'task_id': task_ordered.id,
'project_id': task_ordered.project_id.id,
})
# check theorical revenue
# Note: conversion from EUR to USD is *1.2833309567944147
self.assertEquals(timesheet1.timesheet_invoice_type, 'billable_time', "Billable type on task from delivered service should be 'billabe time'")
self.assertEquals(timesheet2.timesheet_invoice_type, 'billable_time', "Billable type on task from delivered service should be 'billabe time'")
self.assertEquals(timesheet3.timesheet_invoice_type, 'billable_fixed', "Billable type on task from ordered service should be 'billabe fixed'")
self.assertEquals(timesheet4.timesheet_invoice_type, 'billable_fixed', "Billable type on task from ordered service should be 'billabe fixed'")
self.assertEquals(timesheet1.timesheet_invoice_id, self.env['account.invoice'])
self.assertEquals(timesheet2.timesheet_invoice_id, self.env['account.invoice'])
self.assertEquals(timesheet3.timesheet_invoice_id, self.env['account.invoice'])
# Same computation as the test below, since revenue is stored in company currency
self.assertEquals(timesheet1.timesheet_revenue, 450, "Revenue computation does not return the correct amount !")
self.assertEquals(timesheet2.timesheet_revenue, 180, "Revenue computation does not return the correct amount !")
self.assertEquals(timesheet3.timesheet_revenue, 153, "Revenue computation does not return the correct amount !")
self.assertEquals(timesheet4.timesheet_revenue, 204, "Revenue computation does not return the correct amount !")
# invoice the SO
context = {
"active_model": 'sale.order',
"active_ids": [sale_order.id],
"active_id": sale_order.id,
'open_invoices': True,
}
payment = self.env['sale.advance.payment.inv'].create({
'advance_payment_method': 'delivered',
})
action_invoice = payment.with_context(context).create_invoices()
invoice_id = action_invoice['res_id']
invoice = self.env['account.invoice'].browse(invoice_id)
# update invoice line by setting a reduction, then validate it
for invoice_line in invoice.invoice_line_ids:
invoice_line.write({'price_unit': invoice_line.price_unit - 10})
invoice.action_invoice_open()
# check concrete revenue
self.assertEquals(float_repr(timesheet1.timesheet_revenue, precision_digits=2), '385.85', "Revenue computation on invoice validation does not return the correct revenue !")
self.assertEquals(float_repr(timesheet2.timesheet_revenue, precision_digits=2), '154.35', "Revenue computation on invoice validation does not return the correct revenue !")
self.assertEquals(float_repr(timesheet3.timesheet_revenue, precision_digits=2), '114.50', "Revenue computation on invoice validation does not return the correct revenue !")
self.assertEquals(float_repr(timesheet4.timesheet_revenue, precision_digits=2), '152.68', "Revenue computation on invoice validation does not return the correct revenue !")
# check the invoice is well set
self.assertEquals(timesheet1.timesheet_invoice_id, invoice)
self.assertEquals(timesheet2.timesheet_invoice_id, invoice)
self.assertEquals(timesheet3.timesheet_invoice_id, invoice)