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154 lines
7.3 KiB
Python
154 lines
7.3 KiB
Python
# -*- coding: utf-8 -*-
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from freezegun import freeze_time
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from odoo import Command, fields
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from odoo.tests import tagged
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from odoo.addons.account.tests.common import AccountTestInvoicingCommon
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@tagged('post_install', '-at_install')
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class TestAccountFollowupReports(AccountTestInvoicingCommon):
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@classmethod
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def setUpClass(cls, chart_template_ref=None):
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super().setUpClass(chart_template_ref=chart_template_ref)
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cls.env['account_followup.followup.line'].search([]).unlink()
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cls.first_followup_line = cls.env['account_followup.followup.line'].create({
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'name': 'first_followup_line',
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'delay': -10,
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'send_email': False,
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'company_id': cls.company_data['company'].id
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})
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cls.second_followup_line = cls.env['account_followup.followup.line'].create({
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'name': 'second_followup_line',
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'delay': 10,
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'send_email': False,
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'company_id': cls.company_data['company'].id
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})
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cls.third_followup_line = cls.env['account_followup.followup.line'].create({
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'name': 'third_followup_line',
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'delay': 15,
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'send_email': False,
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'company_id': cls.company_data['company'].id
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})
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def assertPartnerFollowup(self, partner, status, line):
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partner.invalidate_recordset(['followup_status', 'followup_line_id'])
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res = partner._query_followup_data()
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self.assertEqual(res.get(partner.id, {}).get('followup_status'), status)
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self.assertEqual(res.get(partner.id, {}).get('followup_line_id'), line.id if line else None)
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self.assertEqual(partner.followup_status, status or 'no_action_needed')
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self.assertEqual(partner.followup_line_id.id if partner.followup_line_id else None, line.id if line else None)
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def test_followup_responsible(self):
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"""
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Test that the responsible is correctly set
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"""
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user1 = self.env['res.users'].create({
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'name': 'A User',
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'login': 'a_user',
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'email': 'a@user.com',
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'groups_id': [(6, 0, [self.env.ref('account.group_account_user').id])]
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})
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user2 = self.env['res.users'].create({
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'name': 'Another User',
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'login': 'another_user',
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'email': 'another@user.com',
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'groups_id': [(6, 0, [self.env.ref('account.group_account_user').id])]
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})
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# 1- no info, use current user
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self.assertEqual(self.partner_a._get_followup_responsible(), self.env.user)
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# 2- set invoice user
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invoice1 = self.init_invoice('out_invoice', partner=self.partner_a,
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invoice_date=fields.Date.from_string('2000-01-01'),
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amounts=[2000])
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invoice2 = self.init_invoice('out_invoice', partner=self.partner_a,
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invoice_date=fields.Date.from_string('2000-01-01'),
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amounts=[1000])
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invoice1.invoice_user_id = user1
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invoice2.invoice_user_id = user2
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(invoice1 + invoice2).action_post()
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# Should pick invoice_user_id of the most delayed move, with highest residual amount in case of tie (invoice1)
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self.assertEqual(self.partner_a._get_followup_responsible(), user1)
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self.partner_a.followup_line_id = self.first_followup_line
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# 3- A followup responsible user has been set on the partner
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self.partner_a.followup_responsible_id = user2
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self.assertEqual(self.partner_a._get_followup_responsible(), user2)
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# 4- Modify the default responsible on followup level
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self.partner_a.followup_line_id.activity_default_responsible_type = 'salesperson'
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self.assertEqual(self.partner_a._get_followup_responsible(), user1)
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self.partner_a.followup_line_id.activity_default_responsible_type = 'account_manager'
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self.partner_a.user_id = user2
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self.assertEqual(self.partner_a._get_followup_responsible(), self.partner_a.user_id)
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def test_followup_line_and_status(self):
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invoice_1 = self.env['account.move'].create({
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'move_type': 'out_invoice',
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'invoice_date': '2022-01-02',
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'partner_id': self.partner_a.id,
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'invoice_line_ids': [Command.create({
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'quantity': 1,
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'price_unit': 500,
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'tax_ids': [],
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})]
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})
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invoice_1.action_post()
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with freeze_time('2021-12-20'):
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# Today < due date + delay first followup level (negative delay -> reminder before due date)
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self.assertPartnerFollowup(self.partner_a, 'no_action_needed', None)
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with freeze_time('2021-12-24'):
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# Today = due date + delay first followup level
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self.assertPartnerFollowup(self.partner_a, 'in_need_of_action', self.first_followup_line)
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# followup_next_action_date not exceeded but no invoice is overdue,
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# we should not be in status 'with_overdue_invoices' but 'no action needed'
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self.partner_a.followup_next_action_date = fields.Date.from_string('2021-12-25')
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self.assertPartnerFollowup(self.partner_a, 'no_action_needed', self.first_followup_line)
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with freeze_time('2022-01-13'):
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# Today > due date + delay second followup level but first followup level not processed yet
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self.assertPartnerFollowup(self.partner_a, 'in_need_of_action', self.first_followup_line)
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self.partner_a._execute_followup_partner()
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# Due date exceeded but first followup level processed
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# followup_next_action_date set in 20 days (delay 2nd level - delay 1st level = 10 - (-10) = 20)
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self.assertPartnerFollowup(self.partner_a, 'with_overdue_invoices', self.second_followup_line)
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self.assertEqual(self.partner_a.followup_next_action_date, fields.Date.from_string('2022-02-02'))
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with freeze_time('2022-02-03'):
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# followup_next_action_date exceeded and invoice not reconciled yet
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self.assertPartnerFollowup(self.partner_a, 'in_need_of_action', self.second_followup_line)
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# Exclude every unreconciled invoice lines
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for aml in self.partner_a.unreconciled_aml_ids:
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aml.blocked = True
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# Every unreconciled invoice lines are blocked, the result from the query will be None
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self.assertPartnerFollowup(self.partner_a, None, None)
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def test_followup_contacts(self):
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followup_contacts = self.partner_a._get_all_followup_contacts()
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self.assertEqual(self.env['res.partner'], followup_contacts)
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followup_partner_1 = self.env['res.partner'].create({
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'name': 'followup partner 1',
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'parent_id': self.partner_a.id,
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'type': 'followup',
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})
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followup_partner_2 = self.env['res.partner'].create({
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'name': 'followup partner 2',
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'parent_id': self.partner_a.id,
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'type': 'followup',
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})
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expected_partners = followup_partner_1 + followup_partner_2
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followup_contacts = self.partner_a._get_all_followup_contacts()
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self.assertEqual(expected_partners, followup_contacts)
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