evaluation: extend categories-diff/percent/value + tests
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Frederik Jaeckel
parent
82bdf3e05b
commit
a80fac0e0b
9 changed files with 236 additions and 22 deletions
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@ -730,6 +730,7 @@ class ReportTestCase(CashbookTestCase):
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Asset = pool.get('investment.asset')
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Product = pool.get('product.template')
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Uom = pool.get('product.uom')
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CbCategory = pool.get('cashbook.bookcategory')
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at, = AccType.create([{
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'name': 'depot',
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@ -759,23 +760,50 @@ class ReportTestCase(CashbookTestCase):
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'rate': Decimal('1750.0'),
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}, ])],
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}])
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AccType.write(*[
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[books[0].btype],
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{
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'feature': 'asset',
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}])
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self.assertEqual(asset.rec_name,
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'Aurum | 1,750.0000 usd/u | 05/01/2022')
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books = self.prep_report_3books()
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cb_cat, = CbCategory.create([{'name': 'CB Category'}])
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Book.write(*[
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books,
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{
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'btype': at.id,
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'asset': asset.id,
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'categories': [('add', [cb_cat.id])],
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'quantity_uom': asset.uom.id,
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'quantity_digits': 3,
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'lines': [('write',
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[books[0].lines[0].id], # usd
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{'quantity': Decimal('2.0'), 'amount': Decimal('3000.0')},
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[books[0].lines[1].id],
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{'quantity': Decimal('2.0'), 'amount': Decimal('3100.0')},
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[books[1].lines[0].id], # usd
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{'quantity': Decimal('2.0'), 'amount': Decimal('3200.0')},
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[books[1].lines[1].id],
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{'quantity': Decimal('2.0'), 'amount': Decimal('3300.0')},
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[books[2].lines[0].id], # euro
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{'quantity': Decimal('2.0'), 'amount': Decimal('3300.0')},
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[books[2].lines[1].id],
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{'quantity': Decimal('2.0'), 'amount': Decimal('3400.0')},
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)],
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}])
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self.assertEqual(books[0].rec_name, 'ss')
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self.assertEqual(books[0].rec_name, 'Book 1 | 6,100.00 usd | Open | 4.000 u')
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self.assertEqual(books[0].current_value, Decimal('7000.0'))
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self.assertEqual(books[0].diff_amount, Decimal('900.0'))
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self.assertEqual(books[0].diff_percent, Decimal('14.75'))
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self.assertEqual(books[1].rec_name, 'Book 2 | 6,500.00 usd | Open | 4.000 u')
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self.assertEqual(books[1].current_value, Decimal('7000.0'))
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self.assertEqual(books[1].diff_amount, Decimal('500.0'))
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self.assertEqual(books[1].diff_percent, Decimal('7.69'))
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self.assertEqual(books[2].rec_name, 'Book 3 | 6,700.00 € | Open | 4.000 u')
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self.assertEqual(books[2].current_value, Decimal('6666.67'))
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self.assertEqual(books[2].diff_amount, Decimal('-33.33'))
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self.assertEqual(books[2].diff_percent, Decimal('-0.5'))
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# evaluation: amount-difference
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evaluation, = Evaluation.create([{
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'name': 'Evaluation 1',
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'dtype': 'cashbooks_gldiff',
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@ -789,9 +817,96 @@ class ReportTestCase(CashbookTestCase):
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self.assertEqual(evaluation.bgcolor, '#ffffc0')
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self.assertEqual(evaluation.currency.code, 'EUR')
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self.assertEqual(evaluation.line_values[0].balance, Decimal('23.81'))
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self.assertEqual(evaluation.line_values[1].balance, Decimal('11.90'))
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self.assertEqual(evaluation.line_values[2].balance, Decimal('23.00'))
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self.assertEqual(evaluation.line_values[0].balance, Decimal('857.14'))
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self.assertEqual(evaluation.line_values[1].balance, Decimal('476.19'))
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self.assertEqual(evaluation.line_values[2].balance, Decimal('-33.33'))
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# evaluation: percent-difference
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evaluation2, = Evaluation.create([{
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'name': 'Evaluation 2',
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'dtype': 'cashbooks_glperc',
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'chart': 'hbar',
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'cashbooks': [('add', [x.id for x in books])],
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}])
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self.assertEqual(evaluation2.dtype, 'cashbooks_glperc')
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self.assertEqual(evaluation2.chart, 'hbar')
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self.assertEqual(evaluation2.legend, True)
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self.assertEqual(evaluation2.maincolor, 'default')
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self.assertEqual(evaluation2.bgcolor, '#ffffc0')
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self.assertEqual(evaluation2.currency.code, 'EUR')
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self.assertEqual(evaluation2.line_values[0].balance, Decimal('14.75'))
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self.assertEqual(evaluation2.line_values[1].balance, Decimal('7.69'))
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self.assertEqual(evaluation2.line_values[2].balance, Decimal('-0.5'))
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# evaluation: percent-difference
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evaluation3, = Evaluation.create([{
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'name': 'Evaluation 3',
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'dtype': 'cashbooks_glvalue',
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'chart': 'hbar',
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'cashbooks': [('add', [x.id for x in books])],
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}])
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self.assertEqual(evaluation3.dtype, 'cashbooks_glvalue')
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self.assertEqual(evaluation3.chart, 'hbar')
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self.assertEqual(evaluation3.legend, True)
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self.assertEqual(evaluation3.maincolor, 'default')
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self.assertEqual(evaluation3.bgcolor, '#ffffc0')
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self.assertEqual(evaluation3.currency.code, 'EUR')
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self.assertEqual(evaluation3.line_values[0].balance, Decimal('6666.67'))
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self.assertEqual(evaluation3.line_values[1].balance, Decimal('6666.67'))
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self.assertEqual(evaluation3.line_values[2].balance, Decimal('6666.67'))
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# evaluation: category-current value
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evaluation4, = Evaluation.create([{
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'name': 'Evaluation 4',
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'dtype': 'category_glvalue',
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'chart': 'hbar',
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'categories': [('add', [cb_cat.id])],
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}])
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self.assertEqual(evaluation4.dtype, 'category_glvalue')
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self.assertEqual(evaluation4.chart, 'hbar')
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self.assertEqual(evaluation4.legend, True)
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self.assertEqual(evaluation4.maincolor, 'default')
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self.assertEqual(evaluation4.bgcolor, '#ffffc0')
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self.assertEqual(evaluation4.currency.code, 'EUR')
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self.assertEqual(len(evaluation4.line_values), 1)
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self.assertEqual(evaluation4.line_values[0].balance, Decimal('20000.01'))
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# evaluation: category- difference amount
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evaluation5, = Evaluation.create([{
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'name': 'Evaluation 5',
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'dtype': 'category_gldiff',
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'chart': 'hbar',
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'categories': [('add', [cb_cat.id])],
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}])
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self.assertEqual(evaluation5.dtype, 'category_gldiff')
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self.assertEqual(evaluation5.chart, 'hbar')
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self.assertEqual(evaluation5.legend, True)
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self.assertEqual(evaluation5.maincolor, 'default')
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self.assertEqual(evaluation5.bgcolor, '#ffffc0')
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self.assertEqual(evaluation5.currency.code, 'EUR')
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self.assertEqual(len(evaluation5.line_values), 1)
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self.assertEqual(evaluation5.line_values[0].balance, Decimal('1300.01'))
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# evaluation: category- difference amount
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evaluation6, = Evaluation.create([{
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'name': 'Evaluation 6',
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'dtype': 'category_glperc',
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'chart': 'hbar',
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'categories': [('add', [cb_cat.id])],
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}])
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self.assertEqual(evaluation6.dtype, 'category_glperc')
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self.assertEqual(evaluation6.chart, 'hbar')
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self.assertEqual(evaluation6.legend, True)
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self.assertEqual(evaluation6.maincolor, 'default')
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self.assertEqual(evaluation6.bgcolor, '#ffffc0')
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self.assertEqual(evaluation6.currency.code, 'EUR')
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self.assertEqual(len(evaluation6.line_values), 1)
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self.assertEqual(evaluation6.line_values[0].balance, Decimal('6.95'))
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@with_transaction()
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def test_report_chart_pie_book_red(self):
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