292 lines
8.5 KiB
ReStructuredText
292 lines
8.5 KiB
ReStructuredText
=====================
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Sale Payment Scenario
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=====================
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Imports::
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>>> import datetime
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>>> from dateutil.relativedelta import relativedelta
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>>> from decimal import Decimal
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>>> from operator import attrgetter
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>>> from proteus import config, Model, Wizard
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>>> from trytond.tests.tools import activate_modules
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>>> from trytond.modules.company.tests.tools import create_company, \
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... get_company
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>>> from trytond.modules.account.tests.tools import create_fiscalyear, \
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... create_chart, get_accounts, create_tax
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>>> from trytond.modules.account_invoice.tests.tools import \
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... set_fiscalyear_invoice_sequences, create_payment_term
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>>> today = datetime.date.today()
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Install sale::
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>>> config = activate_modules(['party', 'sale_payment'])
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Create company::
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>>> _ = create_company()
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>>> company = get_company()
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Create fiscal year::
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>>> fiscalyear = set_fiscalyear_invoice_sequences(
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... create_fiscalyear(company))
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>>> fiscalyear.click('create_period')
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>>> period = fiscalyear.periods[0]
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Create chart of accounts::
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>>> _ = create_chart(company)
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>>> accounts = get_accounts(company)
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>>> receivable = accounts['receivable']
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>>> revenue = accounts['revenue']
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>>> expense = accounts['expense']
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>>> cash = accounts['cash']
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Create tax::
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>>> tax = create_tax(Decimal('.10'))
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>>> tax.save()
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Create parties::
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>>> Party = Model.get('party.party')
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>>> customer = Party(name='Customer')
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>>> customer.account_receivable = receivable
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>>> customer.save()
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Create category::
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>>> ProductCategory = Model.get('product.category')
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>>> account_category = ProductCategory(name='Category')
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>>> account_category.accounting = True
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>>> account_category.account_expense = expense
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>>> account_category.account_revenue = revenue
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>>> account_category.customer_taxes.append(tax)
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>>> account_category.save()
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Create product::
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>>> ProductUom = Model.get('product.uom')
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>>> unit, = ProductUom.find([('name', '=', 'Unit')])
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>>> ProductTemplate = Model.get('product.template')
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>>> Product = Model.get('product.product')
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>>> product = Product()
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>>> template = ProductTemplate()
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>>> template.name = 'product'
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>>> template.default_uom = unit
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>>> template.type = 'service'
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>>> template.salable = True
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>>> template.list_price = Decimal('10')
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>>> template.account_category = account_category
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>>> product, = template.products
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>>> product.cost_price = Decimal('5')
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>>> template.save()
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>>> product, = template.products
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Create payment term::
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>>> payment_term = create_payment_term()
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>>> payment_term.save()
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Create a shop::
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>>> Shop = Model.get('sale.shop')
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>>> Sequence = Model.get('ir.sequence')
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>>> PriceList = Model.get('product.price_list')
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>>> Location = Model.get('stock.location')
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>>> warehouse, = Location.find([
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... ('code', '=', 'WH'),
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... ])
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>>> price_list = PriceList()
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>>> price_list.name = 'Default price list'
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>>> price_list.save()
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>>> shop = Shop()
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>>> shop.name = 'Local shop'
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>>> shop.warehouse = warehouse
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>>> shop.sale_shipment_method = 'order'
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>>> shop.sale_invoice_method = 'order'
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>>> sequence, = Sequence.find([('name', '=', 'Sale')])
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>>> shop.sale_sequence = sequence
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>>> shop.payment_term = payment_term
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>>> shop.price_list = price_list
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>>> shop.save()
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Create journals::
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>>> StatementJournal = Model.get('account.statement.journal')
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>>> Journal = Model.get('account.journal')
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>>> SequenceType = Model.get('ir.sequence.type')
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>>> sequence_type, = SequenceType.find([('name', '=', 'Account Journal')])
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>>> sequence = Sequence(name='Statement',
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... sequence_type=sequence_type,
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... company=company,
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... )
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>>> sequence.save()
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>>> account_journal = Journal(name='Statement',
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... type='statement',
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... sequence=sequence,
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... )
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>>> account_journal.save()
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>>> statement_journal = StatementJournal(name='Default',
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... journal=account_journal,
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... account=cash,
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... validation='balance',
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... )
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>>> statement_journal.save()
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Create a device::
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>>> Device = Model.get('sale.device')
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>>> device = Device()
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>>> device.shop = shop
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>>> device.name = 'Default'
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>>> device.journals.append(statement_journal)
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>>> device.journal = statement_journal
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>>> device.save()
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Reload the context::
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>>> User = Model.get('res.user')
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>>> Group = Model.get('res.group')
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>>> user, = User.find([('login', '=', 'admin')])
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>>> user.shops.append(shop)
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>>> user.shop = shop
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>>> user.sale_device = device
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>>> user.save()
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>>> config._context = User.get_preferences(True, config.context)
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Create sale user::
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>>> shop = Shop(shop.id)
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>>> sale_user = User()
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>>> sale_user.name = 'Sale'
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>>> sale_user.login = 'sale'
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>>> sale_group, = Group.find([('name', '=', 'Sales')])
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>>> sale_user.groups.append(sale_group)
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>>> sale_user.shops.append(shop)
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>>> sale_user.shop = shop
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>>> sale_user.sale_device = device
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>>> sale_user.save()
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Create account user::
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>>> shop = Shop(shop.id)
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>>> account_user = User()
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>>> account_user.name = 'Account'
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>>> account_user.login = 'account'
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>>> account_group, = Group.find([('name', '=', 'Account')])
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>>> account_user.groups.append(account_group)
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>>> account_user.shops.append(shop)
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>>> account_user.shop = shop
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>>> account_user.sale_device = device
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>>> account_user.save()
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Sale services::
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>>> config.user = sale_user.id
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>>> Sale = Model.get('sale.sale')
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>>> SaleLine = Model.get('sale.line')
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>>> sale = Sale()
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>>> sale.party = customer
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>>> sale_line = sale.lines.new()
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>>> sale_line.product = product
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>>> sale_line.quantity = 2.0
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>>> sale.save()
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>>> len(sale.shipments), len(sale.invoices), len(sale.payments)
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(0, 0, 0)
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Open statements for current device::
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>>> Statement = Model.get('account.statement')
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>>> len(Statement.find([('state', '=', 'draft')]))
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0
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>>> open_statment = Wizard('open.statement')
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>>> open_statment.execute('create_')
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>>> open_statment.form.result == 'Statement Default opened.'
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True
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>>> payment_statement, = Statement.find([('state', '=', 'draft')])
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Partially pay the sale::
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>>> pay_sale = Wizard('sale.payment', [sale])
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>>> pay_sale.form.journal == statement_journal
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True
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>>> pay_sale.form.payment_amount
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Decimal('22.00')
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>>> pay_sale.form.payment_amount = Decimal('12.00')
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>>> pay_sale.execute('pay_')
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>>> sale.invoice_state = 'waiting'
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>>> sale.save()
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>>> statment_line, = payment_statement.lines
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>>> statment_line.amount
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Decimal('12.00')
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>>> statment_line.party == customer
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True
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>>> statment_line.sale == sale
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True
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>>> sale.reload()
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>>> sale.paid_amount
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Decimal('12.00')
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>>> sale.invoice_state != None
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True
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>>> sale.residual_amount
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Decimal('10.00')
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>>> len(sale.shipments), len(sale.invoices), len(sale.payments)
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(0, 0, 1)
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When the sale is paid invoice is generated::
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>>> pay_sale.form.payment_amount
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Decimal('10.00')
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>>> pay_sale.execute('pay_')
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>>> payment_statement.reload()
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>>> _, statement_line = payment_statement.lines
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>>> statement_line.amount
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Decimal('10.00')
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>>> statement_line.party == customer
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True
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>>> statement_line.sale == sale
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True
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>>> sale.reload()
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>>> sale.paid_amount
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Decimal('22.00')
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>>> sale.residual_amount
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Decimal('0.00')
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>>> len(sale.shipments), len(sale.invoices), len(sale.payments)
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(0, 1, 2)
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An invoice should be created for the sale::
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>>> invoice, = sale.invoices
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>>> config.user = account_user.id
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>>> invoice.state == 'posted'
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True
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>>> invoice.untaxed_amount
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Decimal('20.00')
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>>> invoice.tax_amount
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Decimal('2.00')
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>>> invoice.total_amount
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Decimal('22.00')
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When the statement is closed the invoices are paid and sale is done::
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>>> close_statment = Wizard('close.statement')
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>>> close_statment.execute('validate')
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>>> close_statment.form.result == 'Statement Default - Default closed.'
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True
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>>> payment_statement.reload()
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>>> payment_statement.state == 'validated'
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True
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>>> all(l.related_to == invoice for l in payment_statement.lines)
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True
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>>> payment_statement.balance
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Decimal('22.00')
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>>> invoice.reload()
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>>> invoice.state == 'paid'
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True
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>>> config.user = sale_user.id
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>>> sale.reload()
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>>> sale.state == 'done'
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True
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