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trytond-analytic_office
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Added analytic accounts on offices and filters analytic accounts by office on parties, sales and purchases. 

This commit refs #19385
This commit is contained in:
José Miguel Pardo Salar 2021-06-24 11:21:59 +02:00 committed by Nicolás López Solano
parent c131b50792
commit ffe270b13c
14 changed files with 791 additions and 125 deletions
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18
__init__.py
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@ -4,11 +4,16 @@ from trytond.pool import Pool
from . import account
from . import sale
from . import purchase
from . import office
from . import party
def register():
Pool.register(
account.Rule,
account.AnalyticAccount,
office.Office,
office.OfficeAnalytic,
module='analytic_office', type_='model')
Pool.register(
sale.Sale,
@ -21,3 +26,16 @@ def register():
module='analytic_office', type_='model',
depends=['purchase_office', 'analytic_purchase', 'analytic_apply_rule']
)
Pool.register(
party.Party,
module='analytic_office', type_='model',
depends=['analytic_party'])
Pool.register(
office.SaleLine,
module='analytic_office', type_='model',
depends=['sale_office', 'analytic_sale', 'analytic_party'])
Pool.register(
office.PurchaseLine,
module='analytic_office', type_='model',
depends=['purchase_office', 'analytic_purchase', 'analytic_party']
)

11
account.py
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@ -16,3 +16,14 @@ class Rule(metaclass=PoolMeta):
('company', '=', Eval('company'))
],
depends=['company'])
class AnalyticAccount(metaclass=PoolMeta):
__name__ = 'analytic_account.account'
offices = fields.Many2Many(
'company.office-analytic_account.account', 'account', 'office',
'Offices',
domain=[
('company', '=', Eval('context', {}).get('company', -1))])

59
office.py Normal file
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@ -0,0 +1,59 @@
# The COPYRIGHT file at the top level of this repository contains the full
# copyright notices and license terms.
from trytond.pool import PoolMeta
from trytond.model import fields, ModelSQL
from trytond.pyson import If, Eval
from trytond.transaction import Transaction
class Office(metaclass=PoolMeta):
__name__ = 'company.office'
analytic_accounts = fields.Many2Many(
'company.office-analytic_account.account', 'office', 'account',
'Analytic Accounts',
domain=[
('type', '=', 'view'),
If(Eval('company', None),
('company', '=', Eval('company')),
('company', '=', Eval('context', {}).get('company', -1))),
],
depends=['company'])
class OfficeAnalytic(ModelSQL):
"""Office - Analytic Account"""
__name__ = 'company.office-analytic_account.account'
office = fields.Many2One('company.office', 'Office', select=True,
ondelete='CASCADE')
account = fields.Many2One('analytic_account.account', 'Account',
select=True, ondelete='CASCADE')
class SaleLine(metaclass=PoolMeta):
__name__ = 'sale.line'
@fields.depends('sale', '_parent_sale.office')
def get_party_analytic_account_domain(self, root):
domain = super().get_party_analytic_account_domain(root)
if self.sale and self.sale.office:
domain.append(('parent.offices', '=', self.sale.office.id))
else:
domain.append(('parent.offices', '=',
Transaction().context.get('office', -1)))
return domain
class PurchaseLine(metaclass=PoolMeta):
__name__ = 'purchase.line'
@fields.depends('purchase', '_parent_purchase.office')
def get_party_analytic_account_domain(self, root):
domain = super().get_party_analytic_account_domain(root)
if self.purchase and self.purchase.office:
domain.append(('parent.offices', '=', self.purchase.office.id))
else:
domain.append(('parent.offices', '=',
Transaction().context.get('office', -1)))
return domain

10
office.xml Normal file
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@ -0,0 +1,10 @@
<?xml version="1.0"?>
<!-- The COPYRIGHT file at the top level of this repository contains the full
copyright notices and license terms. -->
<tryton>
<record model="ir.ui.view" id="office_view_form">
<field name="model">company.office</field>
<field name="inherit" ref="company_office.office_view_form"/>
<field name="name">office_form</field>
</record>
</tryton>

19
party.py Normal file
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@ -0,0 +1,19 @@
# The COPYRIGHT file at the top level of this repository contains the full
# copyright notices and license terms.
from trytond.pool import PoolMeta
from trytond.pyson import If, Eval
class Party(metaclass=PoolMeta):
__name__ = 'party.party'
@classmethod
def __setup__(cls):
super().__setup__()
cls.analytic_accounts.domain.extend([
If(Eval('offices'),
('parent.offices', 'in', Eval('offices')), ()),
(('parent.offices', 'in',
Eval('context', {}).get('offices', [])))])
if 'offices' not in cls.analytic_accounts.depends:
cls.analytic_accounts.depends.append('offices')

23
party.xml Normal file
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@ -0,0 +1,23 @@
<?xml version="1.0"?>
<!-- The COPYRIGHT file at the top level of this repository contains the full
copyright notices and license terms. -->
<tryton>
<data depends="analytic_party">
<!-- Office rule -->
<record model="ir.rule.group" id="rule_group_party_analytic_account_office">
<field name="model"
search="[('model', '=', 'party.party-analytic_account.account')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_group_party_analytic_account_office1">
<field name="domain"
eval="[('account.parent.offices', 'in', Eval('user', {}).get('offices', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_party_analytic_account_office"/>
</record>
<record model="ir.rule" id="rule_group_party_analytic_account_office2">
<field name="domain" eval="[('account.parent.offices', '=', None)]" pyson="1"/>
<field name="rule_group" ref="rule_group_party_analytic_account_office"/>
</record>
</data>
</tryton>

19
setup.py
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@ -67,6 +67,20 @@ dependency_links = {
'branch': branch,
'series': series
},
'purchase_office':
'git+https://gitlab.com/datalifeit/'
'trytond-purchase_office@%(branch)s'
'#egg=datalife_purchase_office-%(series)s' % {
'branch': branch,
'series': series
},
'analytic_party':
'git+https://gitlab.com/datalifeit/'
'trytond-analytic_party@%(branch)s'
'#egg=datalife_analytic_party-%(series)s' % {
'branch': branch,
'series': series
},
}
requires = []
@ -82,8 +96,11 @@ requires.append(get_require_version('trytond'))
tests_require = [
get_require_version('proteus'),
get_require_version('trytond_analytic_sale'),
get_require_version('trytond_analytic_purchase'),
get_require_version('datalife_analytic_apply_rule'),
get_require_version('datalife_sale_office')
get_require_version('datalife_sale_office'),
get_require_version('datalife_purchase_office'),
get_require_version('datalife_analytic_party')
]
dependency_links = list(dependency_links.values())

244
tests/scenario_analytic_office.rst
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@ -1,161 +1,159 @@
================================
Analytic Company Office Scenario
================================
========================
Analytic Office Scenario
========================
Imports::
>>> import datetime
>>> from dateutil.relativedelta import relativedelta
>>> from decimal import Decimal
>>> from operator import attrgetter
>>> from proteus import Model, Wizard, Report
>>> from trytond.tests.tools import activate_modules, set_user
>>> from proteus import Model, Wizard
>>> from trytond.tests.tools import activate_modules
>>> from trytond.modules.company.tests.tools import create_company, \
... get_company
>>> from trytond.modules.account.tests.tools import create_fiscalyear, \
... create_chart, get_accounts
>>> from trytond.modules.account_invoice.tests.tools import \
... set_fiscalyear_invoice_sequences, create_payment_term
>>> today = datetime.date.today()
Install analytic_office::
>>> config = activate_modules(['analytic_sale', 'sale_office', 'analytic_office', 'analytic_apply_rule'])
>>> config = activate_modules(['analytic_office', 'analytic_party'])
Create company::
>>> _ = create_company()
>>> company = get_company()
Create sale user::
Get user::
>>> User = Model.get('res.user')
>>> Group = Model.get('res.group')
>>> sale_user = User()
>>> sale_user.name = 'Sale'
>>> sale_user.login = 'sale'
>>> sale_user.main_company = company
>>> sale_group, = Group.find([('name', '=', 'Sales')])
>>> sale_user.groups.append(sale_group)
>>> sale_user.save()
>>> admin = User(config.user)
Create fiscal year::
>>> fiscalyear = set_fiscalyear_invoice_sequences(
... create_fiscalyear(company))
>>> fiscalyear.click('create_period')
Create party::
Create chart of accounts::
>>> Party = Model.get('party.party')
>>> party = Party(name='Party')
>>> party.save()
>>> _ = create_chart(company)
>>> accounts = get_accounts(company)
>>> revenue = accounts['revenue']
>>> expense = accounts['expense']
Create branch office::
>>> Office = Model.get('company.office')
>>> office1 = Office(name='Office 1')
>>> office1.save()
>>> office2 = Office(name='Office 2')
>>> office2.save()
>>> User = Model.get('res.user')
>>> Group = Model.get('res.group')
>>> user = User(config.user)
>>> user.offices.extend([office1, office2])
>>> office1 = Office(office1.id)
>>> user.office = office1
>>> user.save()
>>> set_user(user)
>>> config._context = User.get_preferences(True, {})
Create analytic accounts::
>>> AnalyticAccount = Model.get('analytic_account.account')
>>> root = AnalyticAccount(type='root', name='Root')
>>> root = AnalyticAccount()
>>> root.name = 'Root'
>>> root.code = '1'
>>> root.type = 'root'
>>> root.save()
>>> analytic_account = AnalyticAccount(root=root, parent=root,
... name='Analytic')
>>> view_account = AnalyticAccount()
>>> view_account.name = 'View 1'
>>> view_account.code = '11'
>>> view_account.type = 'view'
>>> view_account.root = root
>>> view_account.parent = root
>>> view_account.save()
>>> analytic_account = AnalyticAccount()
>>> analytic_account.name = 'Analytic 1'
>>> analytic_account.code = '111'
>>> analytic_account.root = root
>>> analytic_account.parent = view_account
>>> analytic_account.save()
>>> mandatory_root = AnalyticAccount(type='root', name='Root',
... mandatory=True)
>>> mandatory_root.save()
>>> mandatory_analytic_account1 = AnalyticAccount(root=mandatory_root,
... parent=mandatory_root, name='Mandatory Analytic 1')
>>> mandatory_analytic_account1.save()
>>> mandatory_analytic_account2 = AnalyticAccount(root=mandatory_root,
... parent=mandatory_root, name='Mandatory Analytic 2')
>>> mandatory_analytic_account2.save()
>>> mandatory_analytic_account3 = AnalyticAccount(root=mandatory_root,
... parent=mandatory_root, name='Mandatory Analytic 3')
>>> mandatory_analytic_account3.save()
>>> view_account2 = AnalyticAccount()
>>> view_account2.name = 'View 2'
>>> view_account2.code = '12'
>>> view_account2.type = 'view'
>>> view_account2.root = root
>>> view_account2.parent = root
>>> view_account2.save()
>>> analytic_account2 = AnalyticAccount()
>>> analytic_account2.name = 'Analytic 2'
>>> analytic_account2.code = '121'
>>> analytic_account2.root = root
>>> analytic_account2.parent = view_account2
>>> analytic_account2.save()
Create parties::
>>> Party = Model.get('party.party')
>>> customer = Party(name='Customer')
>>> customer.save()
>>> customer2 = Party(name='Customer 2')
>>> customer2.save()
Create offices::
Create analytic rules::
>>> Office = Model.get('company.office')
>>> office = Office()
>>> office.name = 'Office 1'
>>> office.company = company
>>> office.save()
>>> office2 = Office()
>>> office2.name = 'Office 2'
>>> office2.company = company
>>> office2.save()
>>> Rule = Model.get('analytic_account.rule')
>>> rule = Rule()
>>> _, mandatory_entry = rule.analytic_accounts
>>> mandatory_entry.root = mandatory_root
>>> mandatory_entry.account = mandatory_analytic_account3
>>> rule.save()
>>> rule = Rule(sale=True, party=customer, office=office2)
>>> _, mandatory_entry = rule.analytic_accounts
>>> mandatory_entry.root = mandatory_root
>>> mandatory_entry.account = mandatory_analytic_account1
>>> rule.save()
>>> rule = Rule(sale=True, office=office1)
>>> _, mandatory_entry = rule.analytic_accounts
>>> mandatory_entry.root = mandatory_root
>>> mandatory_entry.account = mandatory_analytic_account2
>>> rule.save()
Create account category::
Add office to admin user and reload context::
>>> ProductCategory = Model.get('product.category')
>>> account_category = ProductCategory(name="Account Category")
>>> account_category.accounting = True
>>> account_category.account_expense = expense
>>> account_category.account_revenue = revenue
>>> account_category.save()
>>> admin.offices.append(office)
>>> office = Office(office.id)
>>> admin.offices.append(office2)
>>> office2 = Office(office2.id)
>>> admin.office = office
>>> admin.save()
>>> config._context = User.get_preferences(True, config.context)
Create product::
>>> ProductUom = Model.get('product.uom')
>>> unit, = ProductUom.find([('name', '=', 'Unit')])
>>> ProductTemplate = Model.get('product.template')
>>> template = ProductTemplate()
>>> template.name = 'product'
>>> template.default_uom = unit
>>> template.type = 'goods'
>>> template.salable = True
>>> template.list_price = Decimal('10')
>>> template.account_category = account_category
>>> template.save()
>>> product, = template.products
Add analytic account to party when account office isn't set::
Create payment term::
>>> party.analytic_accounts.append(analytic_account)
>>> analytic_account = AnalyticAccount(analytic_account.id)
>>> party.save()
Traceback (most recent call last):
...
trytond.exceptions.UserError: The value of the field "Analytic Accounts" on "Party" is not valid according to its domain. -
>>> party.reload()
>>> payment_term = create_payment_term()
>>> payment_term.save()
Sale with analytic accounts::
Add analytic_account to offices::
>>> Sale = Model.get('sale.sale')
>>> SaleLine = Model.get('sale.line')
>>> sale = Sale()
>>> sale.party = customer
>>> sale.payment_term = payment_term
>>> sale.office == office1
True
>>> sale_line = sale.lines.new()
>>> mandatory_entry, = [a for a in sale_line.analytic_accounts if a.required]
>>> mandatory_entry.account == mandatory_analytic_account2
True
>>> office.analytic_accounts.append(analytic_account)
>>> analytic_account = AnalyticAccount(analytic_account.id)
>>> office.save()
Traceback (most recent call last):
...
trytond.exceptions.UserError: The value of the field "Analytic Accounts" on "Company branch office" is not valid according to its domain. -
>>> office.reload()
>>> office.analytic_accounts.append(view_account)
>>> view_account = AnalyticAccount(view_account.id)
>>> office.save()
>>> office2.analytic_accounts.append(view_account2)
>>> view_account2 = AnalyticAccount(view_account2.id)
>>> office2.save()
Add analytic account Again to party::
>>> party.analytic_accounts.append(analytic_account)
>>> analytic_account = AnalyticAccount(analytic_account.id)
>>> party.save()
Add wrong office to party::
>>> party.offices.append(office2)
>>> office2 = Office(office2.id)
>>> party.save()
Traceback (most recent call last):
...
trytond.exceptions.UserError: The value of the field "Analytic Accounts" on "Party" is not valid according to its domain. -
>>> party.reload()
Add office to party::
>>> party.offices.append(office)
>>> office = Office(office.id)
>>> party.save()
Add wrong office2 analytic account to party::
>>> party.analytic_accounts.append(analytic_account2)
>>> analytic_account2 = AnalyticAccount(analytic_account2.id)
>>> party.save()
Traceback (most recent call last):
...
trytond.exceptions.UserError: The value of the field "Analytic Accounts" on "Party" is not valid according to its domain. -
>>> party.reload()

161
tests/scenario_analytic_office_rule.rst Normal file
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@ -0,0 +1,161 @@
================================
Analytic Office Rule Scenario
================================
Imports::
>>> import datetime
>>> from dateutil.relativedelta import relativedelta
>>> from decimal import Decimal
>>> from operator import attrgetter
>>> from proteus import Model, Wizard, Report
>>> from trytond.tests.tools import activate_modules, set_user
>>> from trytond.modules.company.tests.tools import create_company, \
... get_company
>>> from trytond.modules.account.tests.tools import create_fiscalyear, \
... create_chart, get_accounts
>>> from trytond.modules.account_invoice.tests.tools import \
... set_fiscalyear_invoice_sequences, create_payment_term
>>> today = datetime.date.today()
Install analytic_office::
>>> config = activate_modules(['analytic_sale', 'sale_office', 'analytic_office', 'analytic_apply_rule'])
Create company::
>>> _ = create_company()
>>> company = get_company()
Create sale user::
>>> User = Model.get('res.user')
>>> Group = Model.get('res.group')
>>> sale_user = User()
>>> sale_user.name = 'Sale'
>>> sale_user.login = 'sale'
>>> sale_user.main_company = company
>>> sale_group, = Group.find([('name', '=', 'Sales')])
>>> sale_user.groups.append(sale_group)
>>> sale_user.save()
Create fiscal year::
>>> fiscalyear = set_fiscalyear_invoice_sequences(
... create_fiscalyear(company))
>>> fiscalyear.click('create_period')
Create chart of accounts::
>>> _ = create_chart(company)
>>> accounts = get_accounts(company)
>>> revenue = accounts['revenue']
>>> expense = accounts['expense']
Create branch office::
>>> Office = Model.get('company.office')
>>> office1 = Office(name='Office 1')
>>> office1.save()
>>> office2 = Office(name='Office 2')
>>> office2.save()
>>> User = Model.get('res.user')
>>> Group = Model.get('res.group')
>>> user = User(config.user)
>>> user.offices.extend([office1, office2])
>>> office1 = Office(office1.id)
>>> user.office = office1
>>> user.save()
>>> set_user(user)
>>> config._context = User.get_preferences(True, {})
Create analytic accounts::
>>> AnalyticAccount = Model.get('analytic_account.account')
>>> root = AnalyticAccount(type='root', name='Root')
>>> root.save()
>>> analytic_account = AnalyticAccount(root=root, parent=root,
... name='Analytic')
>>> analytic_account.save()
>>> mandatory_root = AnalyticAccount(type='root', name='Root',
... mandatory=True)
>>> mandatory_root.save()
>>> mandatory_analytic_account1 = AnalyticAccount(root=mandatory_root,
... parent=mandatory_root, name='Mandatory Analytic 1')
>>> mandatory_analytic_account1.save()
>>> mandatory_analytic_account2 = AnalyticAccount(root=mandatory_root,
... parent=mandatory_root, name='Mandatory Analytic 2')
>>> mandatory_analytic_account2.save()
>>> mandatory_analytic_account3 = AnalyticAccount(root=mandatory_root,
... parent=mandatory_root, name='Mandatory Analytic 3')
>>> mandatory_analytic_account3.save()
Create parties::
>>> Party = Model.get('party.party')
>>> customer = Party(name='Customer')
>>> customer.save()
>>> customer2 = Party(name='Customer 2')
>>> customer2.save()
Create analytic rules::
>>> Rule = Model.get('analytic_account.rule')
>>> rule = Rule()
>>> _, mandatory_entry = rule.analytic_accounts
>>> mandatory_entry.root = mandatory_root
>>> mandatory_entry.account = mandatory_analytic_account3
>>> rule.save()
>>> rule = Rule(sale=True, party=customer, office=office2)
>>> _, mandatory_entry = rule.analytic_accounts
>>> mandatory_entry.root = mandatory_root
>>> mandatory_entry.account = mandatory_analytic_account1
>>> rule.save()
>>> rule = Rule(sale=True, office=office1)
>>> _, mandatory_entry = rule.analytic_accounts
>>> mandatory_entry.root = mandatory_root
>>> mandatory_entry.account = mandatory_analytic_account2
>>> rule.save()
Create account category::
>>> ProductCategory = Model.get('product.category')
>>> account_category = ProductCategory(name="Account Category")
>>> account_category.accounting = True
>>> account_category.account_expense = expense
>>> account_category.account_revenue = revenue
>>> account_category.save()
Create product::
>>> ProductUom = Model.get('product.uom')
>>> unit, = ProductUom.find([('name', '=', 'Unit')])
>>> ProductTemplate = Model.get('product.template')
>>> template = ProductTemplate()
>>> template.name = 'product'
>>> template.default_uom = unit
>>> template.type = 'goods'
>>> template.salable = True
>>> template.list_price = Decimal('10')
>>> template.account_category = account_category
>>> template.save()
>>> product, = template.products
Create payment term::
>>> payment_term = create_payment_term()
>>> payment_term.save()
Sale with analytic accounts::
>>> Sale = Model.get('sale.sale')
>>> SaleLine = Model.get('sale.line')
>>> sale = Sale()
>>> sale.party = customer
>>> sale.payment_term = payment_term
>>> sale.office == office1
True
>>> sale_line = sale.lines.new()
>>> mandatory_entry, = [a for a in sale_line.analytic_accounts if a.required]
>>> mandatory_entry.account == mandatory_analytic_account2
True

159
tests/scenario_analytic_purchase.rst Normal file
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@ -0,0 +1,159 @@
==========================
Analytic Purchase Scenario
==========================
Imports::
>>> from decimal import Decimal
>>> from proteus import Model, Wizard
>>> from trytond.tests.tools import activate_modules
>>> from trytond.modules.company.tests.tools import create_company, \
... get_company
Install analytic_party::
>>> config = activate_modules(['analytic_office', 'analytic_party',
... 'analytic_purchase', 'purchase_office'])
Create company::
>>> _ = create_company()
>>> company = get_company()
Get user::
>>> User = Model.get('res.user')
>>> admin = User(config.user)
Create Supplier::
>>> Party = Model.get('party.party')
>>> supplier = Party(name='Supplier')
>>> supplier.save()
Create analytic accounts::
>>> AnalyticAccount = Model.get('analytic_account.account')
>>> root = AnalyticAccount()
>>> root.name = 'Root'
>>> root.code = '1'
>>> root.type = 'root'
>>> root.save()
>>> view_account = AnalyticAccount()
>>> view_account.name = 'View'
>>> view_account.code = '11'
>>> view_account.type = 'view'
>>> view_account.root = root
>>> view_account.parent = root
>>> view_account.save()
>>> view_account2 = AnalyticAccount()
>>> view_account2.name = 'View 2'
>>> view_account2.code = '12'
>>> view_account2.type = 'view'
>>> view_account2.root = root
>>> view_account2.parent = root
>>> view_account2.save()
>>> analytic_account = AnalyticAccount()
>>> analytic_account.name = 'Analytic 111'
>>> analytic_account.code = '111'
>>> analytic_account.root = root
>>> analytic_account.parent = view_account
>>> analytic_account.save()
>>> analytic_account2 = AnalyticAccount()
>>> analytic_account2.name = 'Analytic 121'
>>> analytic_account2.code = '121'
>>> analytic_account2.root = root
>>> analytic_account2.parent = view_account2
>>> analytic_account2.save()
Create office::
>>> Office = Model.get('company.office')
>>> office = Office()
>>> office.name = 'Office 1'
>>> office.company = company
>>> office.save()
>>> office2 = Office()
>>> office2.name = 'Office 2'
>>> office2.company = company
>>> office2.save()
Setup offices to users and reload context::
>>> admin.offices.append(office)
>>> office = Office(office.id)
>>> admin.offices.append(office2)
>>> office2 = Office(office2.id)
>>> admin.office = office
>>> admin.save()
>>> config._context = User.get_preferences(True, config.context)
Add analytic_accounts to offices::
>>> office.analytic_accounts.append(view_account)
>>> view_account = AnalyticAccount(view_account.id)
>>> office.save()
>>> office2.analytic_accounts.append(view_account2)
>>> view_account2 = AnalyticAccount(view_account2.id)
>>> office2.save()
Add anaytic accounts to supplier::
>>> supplier.analytic_accounts.append(analytic_account)
>>> analytic_account = AnalyticAccount(analytic_account.id)
>>> supplier.analytic_accounts.append(analytic_account2)
>>> analytic_account2 = AnalyticAccount(analytic_account2.id)
>>> supplier.save()
Create Product::
>>> ProductUom = Model.get('product.uom')
>>> unit, = ProductUom.find([('name', '=', 'Unit')])
>>> ProductTemplate = Model.get('product.template')
>>> template = ProductTemplate()
>>> template.name = 'product'
>>> template.default_uom = unit
>>> template.type = 'service'
>>> template.list_price = Decimal('40')
>>> template.purchasable = True
>>> template.save()
>>> product, = template.products
Create Purchase::
>>> Purchase = Model.get('purchase.purchase')
>>> purchase = Purchase()
>>> purchase.party = supplier
>>> purchase.office = office
>>> pline = purchase.lines.new()
>>> pline.product = product
>>> pline.quantity = 2.0
>>> entry_acc, = pline.analytic_accounts
>>> entry_acc.account == analytic_account
True
>>> purchase.save()
Create purchase with office2::
>>> purchase2 = Purchase()
>>> purchase2.party = supplier
>>> purchase2.office = office2
>>> pline = purchase2.lines.new()
>>> pline.product = product
>>> pline.quantity = 2.0
>>> entry_acc, = pline.analytic_accounts
>>> entry_acc.account == analytic_account2
True
>>> purchase2.save()

159
tests/scenario_analytic_sale.rst Normal file
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@ -0,0 +1,159 @@
======================
Analytic Sale Scenario
======================
Imports::
>>> from decimal import Decimal
>>> from proteus import Model, Wizard
>>> from trytond.tests.tools import activate_modules
>>> from trytond.modules.company.tests.tools import create_company, \
... get_company
Install analytic_office::
>>> config = activate_modules(['analytic_office', 'analytic_party',
... 'analytic_sale', 'sale_office'])
Create company::
>>> _ = create_company()
>>> company = get_company()
Get user::
>>> User = Model.get('res.user')
>>> admin = User(config.user)
Create Customer::
>>> Party = Model.get('party.party')
>>> customer = Party(name='Customer')
>>> customer.save()
Create analytic accounts::
>>> AnalyticAccount = Model.get('analytic_account.account')
>>> root = AnalyticAccount()
>>> root.name = 'Root'
>>> root.code = '1'
>>> root.type = 'root'
>>> root.save()
>>> view_account = AnalyticAccount()
>>> view_account.name = 'View'
>>> view_account.code = '11'
>>> view_account.type = 'view'
>>> view_account.root = root
>>> view_account.parent = root
>>> view_account.save()
>>> view_account2 = AnalyticAccount()
>>> view_account2.name = 'View 2'
>>> view_account2.code = '12'
>>> view_account2.type = 'view'
>>> view_account2.root = root
>>> view_account2.parent = root
>>> view_account2.save()
>>> analytic_account = AnalyticAccount()
>>> analytic_account.name = 'Analytic 111'
>>> analytic_account.code = '111'
>>> analytic_account.root = root
>>> analytic_account.parent = view_account
>>> analytic_account.save()
>>> analytic_account2 = AnalyticAccount()
>>> analytic_account2.name = 'Analytic 121'
>>> analytic_account2.code = '121'
>>> analytic_account2.root = root
>>> analytic_account2.parent = view_account2
>>> analytic_account2.save()
Create office::
>>> Office = Model.get('company.office')
>>> office = Office()
>>> office.name = 'Office 1'
>>> office.company = company
>>> office.save()
>>> office2 = Office()
>>> office2.name = 'Office 2'
>>> office2.company = company
>>> office2.save()
Setup offices to users and reload context::
>>> admin.offices.append(office)
>>> office = Office(office.id)
>>> admin.offices.append(office2)
>>> office2 = Office(office2.id)
>>> admin.office = office
>>> admin.save()
>>> config._context = User.get_preferences(True, config.context)
Add analytic_accounts to offices::
>>> office.analytic_accounts.append(view_account)
>>> view_account = AnalyticAccount(view_account.id)
>>> office.save()
>>> office2.analytic_accounts.append(view_account2)
>>> view_account2 = AnalyticAccount(view_account2.id)
>>> office2.save()
Add anaytic accounts to customer::
>>> customer.analytic_accounts.append(analytic_account)
>>> analytic_account = AnalyticAccount(analytic_account.id)
>>> customer.analytic_accounts.append(analytic_account2)
>>> analytic_account2 = AnalyticAccount(analytic_account2.id)
>>> customer.save()
Create Product::
>>> ProductUom = Model.get('product.uom')
>>> unit, = ProductUom.find([('name', '=', 'Unit')])
>>> ProductTemplate = Model.get('product.template')
>>> template = ProductTemplate()
>>> template.name = 'product'
>>> template.default_uom = unit
>>> template.type = 'service'
>>> template.list_price = Decimal('40')
>>> template.salable = True
>>> template.save()
>>> product, = template.products
Create Sale::
>>> Sale = Model.get('sale.sale')
>>> sale = Sale()
>>> sale.party = customer
>>> sale.office = office
>>> sline = sale.lines.new()
>>> sline.product = product
>>> sline.quantity = 2.0
>>> entry_acc, = sline.analytic_accounts
>>> entry_acc.account == analytic_account
True
>>> sale.save()
Create sale with office2::
>>> sale2 = Sale()
>>> sale2.party = customer
>>> sale2.office = office2
>>> sline = sale2.lines.new()
>>> sline.product = product
>>> sline.quantity = 2.0
>>> entry_acc, = sline.analytic_accounts
>>> entry_acc.account == analytic_account2
True
>>> sale2.save()

15
tests/test_analytic_office.py
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@ -24,4 +24,19 @@ def suite():
tearDown=doctest_teardown, encoding='utf-8',
checker=doctest_checker,
optionflags=doctest.REPORT_ONLY_FIRST_FAILURE))
suite.addTests(doctest.DocFileSuite(
'scenario_analytic_office_rule.rst',
tearDown=doctest_teardown, encoding='utf-8',
checker=doctest_checker,
optionflags=doctest.REPORT_ONLY_FIRST_FAILURE))
suite.addTests(doctest.DocFileSuite(
'scenario_analytic_sale.rst',
tearDown=doctest_teardown, encoding='utf-8',
checker=doctest_checker,
optionflags=doctest.REPORT_ONLY_FIRST_FAILURE))
suite.addTests(doctest.DocFileSuite(
'scenario_analytic_purchase.rst',
tearDown=doctest_teardown, encoding='utf-8',
checker=doctest_checker,
optionflags=doctest.REPORT_ONLY_FIRST_FAILURE))
return suite

4
tryton.cfg
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@ -12,7 +12,9 @@ extras_depend:
sale_office
analytic_purchase
purchase_office
analytic_party
xml:
account.xml
office.xml
party.xml

15
view/office_form.xml Normal file
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@ -0,0 +1,15 @@
<?xml version="1.0"?>
<!-- The COPYRIGHT file at the top level of this repository contains the full
copyright notices and license terms. -->
<data>
<xpath expr="/form/field[@name='users']" position="replace">
<notebook>
<page id="general" string="General">
<field name="users" colspan="4"/>
</page>
<page id="analytic" string="Analytic">
<field name="analytic_accounts" colspan="4"/>
</page>
</notebook>
</xpath>
</data>