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extend evaluation for cashbook-profit/loss amount/percent/diff - todo

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Frederik Jaeckel 2023-02-02 23:35:58 +01:00
parent 0b590b87c7
commit 82bdf3e05b
11 changed files with 265 additions and 21 deletions
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111
tests/test_report.py
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@ -510,6 +510,31 @@ class ReportTestCase(CashbookTestCase):
self.assertEqual(len(evaluation.currencies), 0)
self.assertEqual(len(evaluation.categories), 0)
# investment - profit/loss amount
if 'cashbooks_gldiff' in [x[0] for x in Evaluation.get_sel_etype()]:
# no change if switch between cashbook-types
Evaluation.write(*[
[evaluation],
{
'dtype': 'cashbooks_gldiff',
}])
self.assertEqual(len(evaluation.cashbooks), 3)
self.assertEqual(len(evaluation.types), 0)
self.assertEqual(len(evaluation.currencies), 0)
self.assertEqual(len(evaluation.categories), 0)
Evaluation.write(*[
[evaluation],
{
'dtype': 'cashbooks_glperc',
}])
self.assertEqual(len(evaluation.cashbooks), 3)
self.assertEqual(len(evaluation.types), 0)
self.assertEqual(len(evaluation.currencies), 0)
self.assertEqual(len(evaluation.categories), 0)
else :
print('\n--== Module "cashbook_investment" not installed ==--')
Evaluation.write(*[
[evaluation],
{
@ -684,6 +709,90 @@ class ReportTestCase(CashbookTestCase):
if DashboardAction is not None:
self.assertEqual(DashboardAction.search_count([]), 1)
@with_transaction()
def test_report_chart_hbar_book_investment(self):
""" create 3x cashbooks, add bookings, rates
create report with cashbooks, check
"""
pool = Pool()
Evaluation = pool.get('cashbook_report.evaluation')
Book = pool.get('cashbook.book')
company = self.prep_company()
with Transaction().set_context({
'company': company.id,
}):
if 'cashbooks_gldiff' not in [x[0] for x in Evaluation.get_sel_etype()]:
print('\n--== Module "cashbook_investment" not installed ==--')
return
AccType = pool.get('cashbook.type')
Asset = pool.get('investment.asset')
Product = pool.get('product.template')
Uom = pool.get('product.uom')
at, = AccType.create([{
'name': 'depot',
'short': 'D',
'feature': 'asset',
'company': company.id,
}])
prod_templ, = Product.create([{
'name': 'Aurum',
'type': 'assets',
'list_price': Decimal('1.0'),
'default_uom': Uom.search([('symbol', '=', 'u')])[0].id,
'products': [('create', [{
'description': 'Au',
}])],
}])
asset, = Asset.create([{
'company': company.id,
'product': prod_templ.products[0].id,
'currency': company.currency.id,
'currency_digits': 4,
'uom': prod_templ.default_uom.id,
'rates': [('create', [{
'date': date(2022, 5, 1),
'rate': Decimal('1750.0'),
}, ])],
}])
AccType.write(*[
[books[0].btype],
{
'feature': 'asset',
}])
books = self.prep_report_3books()
Book.write(*[
books,
{
'asset': asset.id,
'quantity_uom': asset.uom.id,
'quantity_digits': 3,
}])
self.assertEqual(books[0].rec_name, 'ss')
evaluation, = Evaluation.create([{
'name': 'Evaluation 1',
'dtype': 'cashbooks_gldiff',
'chart': 'hbar',
'cashbooks': [('add', [x.id for x in books])],
}])
self.assertEqual(evaluation.dtype, 'cashbooks_gldiff')
self.assertEqual(evaluation.chart, 'hbar')
self.assertEqual(evaluation.legend, True)
self.assertEqual(evaluation.maincolor, 'default')
self.assertEqual(evaluation.bgcolor, '#ffffc0')
self.assertEqual(evaluation.currency.code, 'EUR')
self.assertEqual(evaluation.line_values[0].balance, Decimal('23.81'))
self.assertEqual(evaluation.line_values[1].balance, Decimal('11.90'))
self.assertEqual(evaluation.line_values[2].balance, Decimal('23.00'))
@with_transaction()
def test_report_chart_pie_book_red(self):
""" create 3x cashbooks, add bookings,
@ -719,7 +828,7 @@ class ReportTestCase(CashbookTestCase):
<field name="name"/>
</x>
<y>
<field name="balance" fill="1" empty="0" string="Cashbooks"/>
<field name="balance" fill="1" empty="0" string="Cashbooks [Amount]"/>
</y>
</graph>
""")