mdsfred/cashbook_planner
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planner: add formatted rec_name

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Frederik Jaeckel 2024-03-08 23:42:35 +01:00
parent 2e8f81bd99
commit 42aeefaa19
2 changed files with 53 additions and 14 deletions
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22
planner.py
View file

@ -11,6 +11,7 @@ from trytond.model import ModelSQL, ModelView, fields, Index, DeactivableMixin
from trytond.transaction import Transaction
from trytond.pool import Pool
from trytond.report import Report
from trytond.i18n import gettext
from trytond.pyson import Eval, Bool, If, And
from trytond.modules.currency.fields import Monetary
from trytond.modules.cashbook.book import sel_state_book
@ -164,6 +165,27 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
where=t.end_date != DEF_NONE),
})
def get_rec_name(self, name=None):
""" get formatted name of record
Args:
name (str, optional): name of field. Defaults to None.
Returns:
str: formatted description of record
"""
return '|'.join([
self.name,
self.cashbook.name,
gettext('cashbook.msg_line_bookingtype_%s' % self.bookingtype),
self.booktransf.name
if self.booktransf
else self.category.rec_name if self.category else '-',
self.nextrun_link.rec_name if self.nextrun_link else '-',
Report.format_currency(
self.amount, lang=None, currency=self.cashbook.currency)
])
def _compute_dates_by_rrule(self, query_date=None, count=5, params={}):
""" run rrule with values from record or from 'params'

45
tests/planner.py
View file

@ -53,7 +53,6 @@ class PlannerTestCase(object):
'party': party.id,
'subject': 'Booking text'}])
# check applied defaults
self.assertEqual(job.rec_name, 'Job 1')
self.assertEqual(job.start_date, date(2022, 5, 1))
self.assertEqual(job.end_date, None)
self.assertEqual(job.frequ, 'month')
@ -132,7 +131,8 @@ class PlannerTestCase(object):
self.assertRaisesRegex(
UserError,
r'The value "2022-05-01" for field "End Date" in "Job 1" of ' +
r'The value "2022-05-01" for field "End Date" in ' +
r'"Job 1|Book 1|Exp|Cat1|05/01/2022|usd0.00" of ' +
r'"Scheduled Booking" is not valid according to its domain\.',
Planner.write,
*[[job], {'end_date': date(2022, 5, 1)}])
@ -199,7 +199,8 @@ class PlannerTestCase(object):
# invalid end_date
self.assertRaisesRegex(
UserError,
'The value "2022-04-30" for field "End Date" in "Job 1" of ' +
'The value "2022-04-30" for field "End Date" in ' +
'"Job 1|Book 1|Exp|Cat1|05/01/2024|usd0.00" of ' +
'"Scheduled Booking" is not valid according to its domain.',
Planner.write,
*[[job], {
@ -209,7 +210,8 @@ class PlannerTestCase(object):
# monthday and weekday used together
self.assertRaisesRegex(
UserError,
'The value "2" for field "Day of month" in "Job 1" of ' +
'The value "2" for field "Day of month" in ' +
'"Job 1|Book 1|Exp|Cat1|05/01/2024|usd0.00" of ' +
'"Scheduled Booking" is not valid according to its domain.',
Planner.write,
*[[job], {
@ -219,7 +221,8 @@ class PlannerTestCase(object):
# monthday out of range 1
self.assertRaisesRegex(
UserError,
'The value "0" for field "Day of month" in "Job 1" of ' +
'The value "0" for field "Day of month" in ' +
'"Job 1|Book 1|Exp|Cat1|05/01/2024|usd0.00" of ' +
'"Scheduled Booking" is not valid according to its domain.',
Planner.write,
*[[job], {
@ -229,7 +232,8 @@ class PlannerTestCase(object):
# monthday out of range 2
self.assertRaisesRegex(
UserError,
'The value "32" for field "Day of month" in "Job 1" of ' +
'The value "32" for field "Day of month" in ' +
'"Job 1|Book 1|Exp|Cat1|05/01/2024|usd0.00" of ' +
'"Scheduled Booking" is not valid according to its domain.',
Planner.write,
*[[job], {
@ -239,7 +243,8 @@ class PlannerTestCase(object):
# invalid usage of setpos
self.assertRaisesRegex(
UserError,
'The value "1" for field "Occurrence" in "Job 1" of ' +
'The value "1" for field "Occurrence" in ' +
'"Job 1|Book 1|Exp|Cat1|05/01/2024|usd0.00" of ' +
'"Scheduled Booking" is not valid according to its domain.',
Planner.write,
*[[job], {
@ -250,7 +255,8 @@ class PlannerTestCase(object):
# setpos out of range 1
self.assertRaisesRegex(
UserError,
'The value "0" for field "Occurrence" in "Job 1" of ' +
'The value "0" for field "Occurrence" in ' +
'"Job 1|Book 1|Exp|Cat1|05/01/2024|usd0.00" of ' +
'"Scheduled Booking" is not valid according to its domain.',
Planner.write,
*[[job], {
@ -261,7 +267,8 @@ class PlannerTestCase(object):
# setpos out of range 2
self.assertRaisesRegex(
UserError,
'The value "5" for field "Occurrence" in "Job 1" of ' +
'The value "5" for field "Occurrence" in ' +
'"Job 1|Book 1|Exp|Cat1|05/01/2024|usd0.00" of ' +
'"Scheduled Booking" is not valid according to its domain.',
Planner.write,
*[[job], {
@ -374,7 +381,9 @@ class PlannerTestCase(object):
'category': category.id,
'subject': 'booking ${month}/${year}, ${date}',
'wfcheck': True}])
self.assertEqual(job.rec_name, 'Booking to category')
self.assertEqual(
job.rec_name,
'Booking to category|Book 1|Exp|Cat1|06/01/2022|usd10.00')
self.assertEqual(job.cashbook.rec_name, 'Book 1 | 0.00 usd | Open')
self.assertEqual(len(job.cashbook.lines), 0)
@ -435,7 +444,9 @@ class PlannerTestCase(object):
'subject': 'booking ${month}/${year}, ${date}',
'booktransf': target_book.id,
'wfcheck': True}])
self.assertEqual(job.rec_name, 'Transfer to Book-2')
self.assertEqual(
job.rec_name,
'Transfer to Book-2|Book 1|to|Book 2|06/01/2022|usd10.00')
self.assertEqual(job.cashbook.rec_name, 'Book 1 | 0.00 usd | Open')
self.assertEqual(job.booktransf.rec_name, 'Book 2 | 0.00 usd | Open')
self.assertEqual(len(job.cashbook.lines), 0)
@ -514,7 +525,9 @@ class PlannerTestCase(object):
'subject': 'booking 10 € --> 10.5 usd',
'booktransf': target_book.id,
'wfcheck': True}])
self.assertEqual(job.rec_name, 'Transfer to Book-2')
self.assertEqual(
job.rec_name,
'Transfer to Book-2|Book 1|to|Book 2|06/01/2022|€10.00')
self.assertEqual(job.cashbook.rec_name, 'Book 1 | 0.00 € | Open')
self.assertEqual(job.booktransf.rec_name, 'Book 2 | 0.00 usd | Open')
self.assertEqual(len(job.cashbook.lines), 0)
@ -583,7 +596,9 @@ class PlannerTestCase(object):
'subject': 'invest 10.00 usd to buy 0.80 units',
'booktransf': asset_book.id,
'wfcheck': True}])
self.assertEqual(job.rec_name, 'buy asset')
self.assertEqual(
job.rec_name,
'buy asset|Book 1|to|Depot|06/01/2022|usd10.00')
self.assertEqual(job.cashbook.rec_name, 'Book 1 | 0.00 usd | Open')
self.assertEqual(
job.booktransf.rec_name,
@ -709,7 +724,9 @@ class PlannerTestCase(object):
'subject': 'invest 10.00 € to buy 0.xx units',
'booktransf': asset_book.id,
'wfcheck': True}])
self.assertEqual(job.rec_name, 'buy asset')
self.assertEqual(
job.rec_name,
'buy asset|Book 1|to|Depot|06/01/2022|€10.00')
self.assertEqual(job.cashbook.rec_name, 'Book 1 | 0.00 € | Open')
self.assertEqual(
job.booktransf.rec_name,