258 lines
8.9 KiB
ReStructuredText
258 lines
8.9 KiB
ReStructuredText
=====================================
|
|
Monthly Contract, Full Month Scenario
|
|
=====================================
|
|
|
|
.. Define contract with monthly periodicity
|
|
.. Start date = Start Period Date = Invoce Date.
|
|
.. Create Consumptions.
|
|
.. Check consumptions dates.
|
|
.. Create Invoice.
|
|
.. Check Invoice Lines Amounts
|
|
.. Check Invoice Date.
|
|
|
|
Imports::
|
|
>>> import datetime
|
|
>>> from dateutil.relativedelta import relativedelta
|
|
>>> from decimal import Decimal
|
|
>>> from operator import attrgetter
|
|
>>> from proteus import config, Model, Wizard
|
|
>>> today = datetime.datetime.combine(datetime.date.today(),
|
|
... datetime.datetime.min.time())
|
|
>>> tomorrow = datetime.date.today() + relativedelta(days=1)
|
|
|
|
Create database::
|
|
|
|
>>> config = config.set_trytond()
|
|
>>> config.pool.test = True
|
|
|
|
Install account_invoice::
|
|
|
|
>>> Module = Model.get('ir.module.module')
|
|
>>> contract_module, = Module.find([('name', '=', 'contract')])
|
|
>>> Module.install([contract_module.id], config.context)
|
|
>>> Wizard('ir.module.module.install_upgrade').execute('upgrade')
|
|
|
|
Create company::
|
|
|
|
>>> Currency = Model.get('currency.currency')
|
|
>>> CurrencyRate = Model.get('currency.currency.rate')
|
|
>>> currencies = Currency.find([('code', '=', 'USD')])
|
|
>>> if not currencies:
|
|
... currency = Currency(name='US Dollar', symbol=u'$', code='USD',
|
|
... rounding=Decimal('0.01'), mon_grouping='[]',
|
|
... mon_decimal_point='.')
|
|
... currency.save()
|
|
... CurrencyRate(date=today + relativedelta(month=1, day=1),
|
|
... rate=Decimal('1.0'), currency=currency).save()
|
|
... else:
|
|
... currency, = currencies
|
|
>>> Company = Model.get('company.company')
|
|
>>> Party = Model.get('party.party')
|
|
>>> company_config = Wizard('company.company.config')
|
|
>>> company_config.execute('company')
|
|
>>> company = company_config.form
|
|
>>> party = Party(name='Dunder Mifflin')
|
|
>>> party.save()
|
|
>>> company.party = party
|
|
>>> company.currency = currency
|
|
>>> company_config.execute('add')
|
|
>>> company, = Company.find([])
|
|
|
|
Reload the context::
|
|
|
|
>>> User = Model.get('res.user')
|
|
>>> config._context = User.get_preferences(True, config.context)
|
|
|
|
Create fiscal year::
|
|
|
|
>>> FiscalYear = Model.get('account.fiscalyear')
|
|
>>> Sequence = Model.get('ir.sequence')
|
|
>>> SequenceStrict = Model.get('ir.sequence.strict')
|
|
>>> fiscalyear = FiscalYear(name=str(today.year))
|
|
>>> fiscalyear.start_date = today + relativedelta(month=1, day=1)
|
|
>>> fiscalyear.end_date = today + relativedelta(month=12, day=31)
|
|
>>> fiscalyear.company = company
|
|
>>> post_move_seq = Sequence(name=str(today.year), code='account.move',
|
|
... company=company)
|
|
>>> post_move_seq.save()
|
|
>>> fiscalyear.post_move_sequence = post_move_seq
|
|
>>> invoice_seq = SequenceStrict(name=str(today.year),
|
|
... code='account.invoice', company=company)
|
|
>>> invoice_seq.save()
|
|
>>> fiscalyear.out_invoice_sequence = invoice_seq
|
|
>>> fiscalyear.in_invoice_sequence = invoice_seq
|
|
>>> fiscalyear.out_credit_note_sequence = invoice_seq
|
|
>>> fiscalyear.in_credit_note_sequence = invoice_seq
|
|
>>> fiscalyear.save()
|
|
>>> FiscalYear.create_period([fiscalyear.id], config.context)
|
|
|
|
Create chart of accounts::
|
|
|
|
>>> AccountTemplate = Model.get('account.account.template')
|
|
>>> Account = Model.get('account.account')
|
|
>>> account_template, = AccountTemplate.find([('parent', '=', None)])
|
|
>>> create_chart = Wizard('account.create_chart')
|
|
>>> create_chart.execute('account')
|
|
>>> create_chart.form.account_template = account_template
|
|
>>> create_chart.form.company = company
|
|
>>> create_chart.execute('create_account')
|
|
>>> receivable, = Account.find([
|
|
... ('kind', '=', 'receivable'),
|
|
... ('company', '=', company.id),
|
|
... ])
|
|
>>> payable, = Account.find([
|
|
... ('kind', '=', 'payable'),
|
|
... ('company', '=', company.id),
|
|
... ])
|
|
>>> revenue, = Account.find([
|
|
... ('kind', '=', 'revenue'),
|
|
... ('company', '=', company.id),
|
|
... ])
|
|
>>> expense, = Account.find([
|
|
... ('kind', '=', 'expense'),
|
|
... ('company', '=', company.id),
|
|
... ])
|
|
>>> account_tax, = Account.find([
|
|
... ('kind', '=', 'other'),
|
|
... ('company', '=', company.id),
|
|
... ('name', '=', 'Main Tax'),
|
|
... ])
|
|
>>> create_chart.form.account_receivable = receivable
|
|
>>> create_chart.form.account_payable = payable
|
|
>>> create_chart.execute('create_properties')
|
|
|
|
Create tax::
|
|
|
|
>>> TaxCode = Model.get('account.tax.code')
|
|
>>> Tax = Model.get('account.tax')
|
|
>>> tax = Tax()
|
|
>>> tax.name = 'Tax'
|
|
>>> tax.description = 'Tax'
|
|
>>> tax.type = 'percentage'
|
|
>>> tax.rate = Decimal('.10')
|
|
>>> tax.invoice_account = account_tax
|
|
>>> tax.credit_note_account = account_tax
|
|
>>> invoice_base_code = TaxCode(name='invoice base')
|
|
>>> invoice_base_code.save()
|
|
>>> tax.invoice_base_code = invoice_base_code
|
|
>>> invoice_tax_code = TaxCode(name='invoice tax')
|
|
>>> invoice_tax_code.save()
|
|
>>> tax.invoice_tax_code = invoice_tax_code
|
|
>>> credit_note_base_code = TaxCode(name='credit note base')
|
|
>>> credit_note_base_code.save()
|
|
>>> tax.credit_note_base_code = credit_note_base_code
|
|
>>> credit_note_tax_code = TaxCode(name='credit note tax')
|
|
>>> credit_note_tax_code.save()
|
|
>>> tax.credit_note_tax_code = credit_note_tax_code
|
|
>>> tax.save()
|
|
|
|
Create party::
|
|
|
|
>>> Party = Model.get('party.party')
|
|
>>> party = Party(name='Party')
|
|
>>> party.save()
|
|
|
|
Create product::
|
|
|
|
>>> ProductUom = Model.get('product.uom')
|
|
>>> unit, = ProductUom.find([('name', '=', 'Unit')])
|
|
>>> ProductTemplate = Model.get('product.template')
|
|
>>> Product = Model.get('product.product')
|
|
>>> product = Product()
|
|
>>> template = ProductTemplate()
|
|
>>> template.name = 'product'
|
|
>>> template.default_uom = unit
|
|
>>> template.type = 'service'
|
|
>>> template.list_price = Decimal('40')
|
|
>>> template.cost_price = Decimal('25')
|
|
>>> template.account_expense = expense
|
|
>>> template.account_revenue = revenue
|
|
>>> template.customer_taxes.append(tax)
|
|
>>> template.save()
|
|
>>> product.template = template
|
|
>>> product.save()
|
|
|
|
Create payment term::
|
|
|
|
>>> PaymentTerm = Model.get('account.invoice.payment_term')
|
|
>>> PaymentTermLine = Model.get('account.invoice.payment_term.line')
|
|
>>> payment_term = PaymentTerm(name='Term')
|
|
>>> payment_term_line = PaymentTermLine(type='percent', days=20,
|
|
... percentage=Decimal(50))
|
|
>>> payment_term.lines.append(payment_term_line)
|
|
>>> payment_term_line = PaymentTermLine(type='remainder', days=40)
|
|
>>> payment_term.lines.append(payment_term_line)
|
|
>>> payment_term.save()
|
|
>>> party.customer_payment_term = payment_term
|
|
>>> party.save()
|
|
|
|
Create monthly service::
|
|
|
|
>>> Service = Model.get('contract.service')
|
|
>>> service = Service()
|
|
>>> service.product = product
|
|
>>> service.freq = None
|
|
>>> service.save()
|
|
|
|
|
|
Create a contract::
|
|
|
|
>>> Contract = Model.get('contract')
|
|
>>> contract = Contract()
|
|
>>> contract.party = party
|
|
>>> contract.start_period_date = datetime.date(2015,01,01)
|
|
>>> contract.start_date = datetime.date(2015,01,01)
|
|
>>> contract.first_invoice_date = datetime.date(2015,02,05)
|
|
>>> contract.freq = 'monthly'
|
|
>>> line = contract.lines.new()
|
|
>>> line.service = service
|
|
>>> line.unit_price
|
|
Decimal('40')
|
|
>>> contract.click('validate_contract')
|
|
>>> contract.state
|
|
u'validated'
|
|
>>> contract.save()
|
|
>>> contract.reload()
|
|
|
|
Generate consumed lines::
|
|
|
|
>>> create_consumptions = Wizard('contract.create_consumptions')
|
|
>>> create_consumptions.form.date = datetime.date(2015,03,01)
|
|
>>> create_consumptions.execute('create_consumptions')
|
|
>>> Consumption = Model.get('contract.consumption')
|
|
>>> consumptions = Consumption.find([])
|
|
>>> consumption = consumptions[0]
|
|
>>> consumption.start_date == datetime.date(2015,01,01)
|
|
True
|
|
>>> consumption.end_date == datetime.date(2015,01,31)
|
|
True
|
|
>>> consumption.invoice_date == datetime.date(2015,02,05)
|
|
True
|
|
>>> consumption1 = consumptions[1]
|
|
>>> consumption1.start_date == datetime.date(2015,02,01)
|
|
True
|
|
>>> consumption1.end_date == datetime.date(2015,02,28)
|
|
True
|
|
>>> consumption1.invoice_date == datetime.date(2015,03,05)
|
|
True
|
|
|
|
Generate invoice for consumed lines::
|
|
|
|
>>> consumption.click('invoice')
|
|
>>> invoice = consumption.invoice_line.invoice
|
|
>>> invoice.type
|
|
u'out_invoice'
|
|
>>> invoice.party == party
|
|
True
|
|
>>> invoice.untaxed_amount
|
|
Decimal('40.00')
|
|
>>> invoice.tax_amount
|
|
Decimal('4.00')
|
|
>>> invoice.total_amount
|
|
Decimal('44.00')
|
|
>>> consumption.invoice_line.product == product
|
|
True
|
|
>>> consumption.invoice_date == invoice.invoice_date
|
|
True
|
|
|