formatting
This commit is contained in:
Frederik Jaeckel
parent
52cc6cc87d
commit
fc1975f0ad
11 changed files with 520 additions and 309 deletions
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@ -1,5 +1,7 @@
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# This file is part of Tryton. The COPYRIGHT file at the top level of
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# this repository contains the full copyright notices and license terms.
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# -*- coding: utf-8 -*-
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# This file is part of the cashbook-module from m-ds for Tryton.
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# The COPYRIGHT file at the top level of this repository contains the
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# full copyright notices and license terms.
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import trytond.tests.test_tryton
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import unittest
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@ -10,15 +12,7 @@ from trytond.modules.cashbook_report.tests.test_report import ReportTestCase
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__all__ = ['suite']
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class CashbookReportTestCase(\
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ReportTestCase,\
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):
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'Test cashbook report module'
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module = 'cashbook_report'
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# end CashbookReportTestCase
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def suite():
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suite = trytond.tests.test_tryton.suite()
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suite.addTests(unittest.TestLoader().loadTestsFromTestCase(CashbookReportTestCase))
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suite.addTests(unittest.TestLoader().loadTestsFromTestCase(ReportTestCase))
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return suite
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@ -3,11 +3,12 @@
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# The COPYRIGHT file at the top level of this repository contains the
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# full copyright notices and license terms.
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from trytond.tests.test_tryton import ModuleTestCase, with_transaction, activate_module
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from trytond.tests.test_tryton import with_transaction, activate_module
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from trytond.pool import Pool
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from trytond.transaction import Transaction
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from trytond.exceptions import UserError
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from trytond.modules.cashbook_investment.tests import CashbookInvestmentTestCase
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from trytond.modules.cashbook_investment.tests import \
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CashbookInvestmentTestCase
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from datetime import date
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from decimal import Decimal
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@ -147,8 +148,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
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company = self.prep_company()
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with Transaction().set_context({
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'company': company.id,
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}):
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'company': company.id}):
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self.assertEqual(len(books[0].lines), 2)
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self.assertEqual(books[0].currency.code, 'usd')
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self.assertEqual(len(books[1].lines), 2)
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@ -197,13 +197,13 @@ class ReportTestCase(CashbookInvestmentTestCase):
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Evaluation = pool.get('cashbook_report.evaluation')
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Type = pool.get('cashbook.type')
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Cashbook = pool.get('cashbook.book')
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Line = pool.get('cashbook_report.eval_line')
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books = self.prep_report_3books()
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company = self.prep_company()
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# add 2x user, set owner of cashbooks to them
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group_cashbook = ResGroup(ModelData.get_id('cashbook', 'group_cashbook'))
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group_cashbook = ResGroup(ModelData.get_id(
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'cashbook', 'group_cashbook'))
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users = ResUser.create([{
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'name': 'User 1',
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'login': 'user1',
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@ -234,9 +234,8 @@ class ReportTestCase(CashbookInvestmentTestCase):
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# check access to data
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with Transaction().set_user(users[0].id):
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with Transaction().set_context({
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'_check_access': True,
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'company': company.id,
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}):
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'_check_access': True,
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'company': company.id}):
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books_owner1 = Cashbook.search([])
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self.assertEqual(len(books_owner1), 2)
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self.assertEqual(books_owner1[0].name, 'Book 1')
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@ -261,10 +260,18 @@ class ReportTestCase(CashbookInvestmentTestCase):
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self.assertEqual(len(evaluation1.cashbooks), 2)
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self.assertEqual(evaluation1.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation1.line_values), 2)
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self.assertEqual(evaluation1.line_values[0].name, 'Book 1 | 25.00 usd | Open')
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self.assertEqual(evaluation1.line_values[0].balance, Decimal('23.81'))
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self.assertEqual(evaluation1.line_values[1].name, 'Book 2 | 12.50 usd | Open')
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self.assertEqual(evaluation1.line_values[1].balance, Decimal('11.9'))
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self.assertEqual(
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evaluation1.line_values[0].name,
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'Book 1 | 25.00 usd | Open')
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self.assertEqual(
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evaluation1.line_values[0].balance,
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Decimal('23.81'))
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self.assertEqual(
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evaluation1.line_values[1].name,
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'Book 2 | 12.50 usd | Open')
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self.assertEqual(
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evaluation1.line_values[1].balance,
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Decimal('11.9'))
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evaluation2, = Evaluation.create([{
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'name': 'Evaluation User 1 - Types',
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@ -275,41 +282,54 @@ class ReportTestCase(CashbookInvestmentTestCase):
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self.assertEqual(evaluation2.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation2.line_values), 2)
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self.assertEqual(evaluation2.line_values[0].name, 'BK - Bank')
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self.assertEqual(evaluation2.line_values[0].balance, Decimal('0.0'))
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self.assertEqual(
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evaluation2.line_values[0].balance,
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Decimal('0.0'))
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self.assertEqual(evaluation2.line_values[1].name, 'CAS - Cash')
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self.assertEqual(evaluation2.line_values[1].balance, Decimal('35.71'))
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self.assertEqual(
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evaluation2.line_values[1].balance,
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Decimal('35.71'))
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evaluation3, = Evaluation.create([{
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'name': 'Evaluation User 1 - Currencies',
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'dtype': 'currencies',
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'currencies': [('add', [x.id for x in Currency.search([])])],
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'currencies': [('add', [
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x.id for x in Currency.search([])])],
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}])
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self.assertEqual(len(evaluation3.currencies), 2)
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self.assertEqual(evaluation3.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation3.line_values), 2)
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self.assertEqual(evaluation3.line_values[0].name, 'Euro')
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self.assertEqual(evaluation3.line_values[0].balance, Decimal('0.0'))
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self.assertEqual(
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evaluation3.line_values[0].balance,
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Decimal('0.0'))
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self.assertEqual(evaluation3.line_values[1].name, 'usd')
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self.assertEqual(evaluation3.line_values[1].balance, Decimal('35.71'))
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self.assertEqual(
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evaluation3.line_values[1].balance,
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Decimal('35.71'))
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evaluation4, = Evaluation.create([{
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'name': 'Evaluation User 1 - Categories',
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'dtype': 'categories',
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'categories': [('add', [x.id for x in books_owner1[0].categories])],
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'categories': [('add', [
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x.id for x in books_owner1[0].categories])],
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}])
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self.assertEqual(len(evaluation4.categories), 1)
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self.assertEqual(evaluation4.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation4.line_values), 1)
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self.assertEqual(evaluation4.line_values[0].name, 'Book 1, User 1')
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self.assertEqual(evaluation4.line_values[0].balance, Decimal('23.81'))
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self.assertEqual(
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evaluation4.line_values[0].name,
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'Book 1, User 1')
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self.assertEqual(
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evaluation4.line_values[0].balance,
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Decimal('23.81'))
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self.assertEqual(Evaluation.search_count([]), 4)
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with Transaction().set_user(users[1].id):
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with Transaction().set_context({
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'_check_access': True,
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'company': company.id,
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}):
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'_check_access': True,
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'company': company.id}):
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books_owner2 = Cashbook.search([])
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self.assertEqual(len(books_owner2), 1)
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self.assertEqual(books_owner2[0].name, 'Book 3')
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@ -331,8 +351,12 @@ class ReportTestCase(CashbookInvestmentTestCase):
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self.assertEqual(len(evaluation1.cashbooks), 1)
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self.assertEqual(evaluation1.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation1.line_values), 1)
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self.assertEqual(evaluation1.line_values[0].name, 'Book 3 | 23.00 € | Open')
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self.assertEqual(evaluation1.line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluation1.line_values[0].name,
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'Book 3 | 23.00 € | Open')
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self.assertEqual(
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evaluation1.line_values[0].balance,
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Decimal('23.0'))
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evaluation2, = Evaluation.create([{
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'name': 'Evaluation User 2 - Types',
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@ -343,33 +367,47 @@ class ReportTestCase(CashbookInvestmentTestCase):
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self.assertEqual(evaluation2.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation2.line_values), 2)
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self.assertEqual(evaluation2.line_values[0].name, 'BK - Bank')
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self.assertEqual(evaluation2.line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluation2.line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluation2.line_values[1].name, 'CAS - Cash')
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self.assertEqual(evaluation2.line_values[1].balance, Decimal('0.0'))
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self.assertEqual(
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evaluation2.line_values[1].balance,
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Decimal('0.0'))
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evaluation3, = Evaluation.create([{
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'name': 'Evaluation User 2 - Currencies',
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'dtype': 'currencies',
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'currencies': [('add', [x.id for x in Currency.search([])])],
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'currencies': [('add', [
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x.id for x in Currency.search([])])],
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}])
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self.assertEqual(len(evaluation3.currencies), 2)
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self.assertEqual(evaluation3.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation3.line_values), 2)
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self.assertEqual(evaluation3.line_values[0].name, 'Euro')
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self.assertEqual(evaluation3.line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluation3.line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluation3.line_values[1].name, 'usd')
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self.assertEqual(evaluation3.line_values[1].balance, Decimal('0.0'))
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self.assertEqual(
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evaluation3.line_values[1].balance,
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Decimal('0.0'))
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evaluation4, = Evaluation.create([{
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'name': 'Evaluation User 2 - Categories',
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'dtype': 'categories',
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'categories': [('add', [x.id for x in books_owner2[0].categories])],
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'categories': [('add', [
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x.id for x in books_owner2[0].categories])],
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}])
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self.assertEqual(len(evaluation4.categories), 1)
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self.assertEqual(evaluation4.currency.rec_name, 'Euro')
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self.assertEqual(len(evaluation4.line_values), 1)
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self.assertEqual(evaluation4.line_values[0].name, 'Book 3, User 2')
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self.assertEqual(evaluation4.line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluation4.line_values[0].name,
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'Book 3, User 2')
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self.assertEqual(
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evaluation4.line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(Evaluation.search_count([]), 4)
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@ -382,67 +420,99 @@ class ReportTestCase(CashbookInvestmentTestCase):
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self.assertEqual(len(evaluations[0].cashbooks), 2)
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self.assertEqual(evaluations[0].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[0].line_values), 2)
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self.assertEqual(evaluations[0].line_values[0].name, 'Book 1 | 25.00 usd | Open')
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self.assertEqual(evaluations[0].line_values[0].balance, Decimal('23.81'))
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self.assertEqual(evaluations[0].line_values[1].name, 'Book 2 | 12.50 usd | Open')
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self.assertEqual(evaluations[0].line_values[1].balance, Decimal('11.9'))
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self.assertEqual(
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evaluations[0].line_values[0].name,
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'Book 1 | 25.00 usd | Open')
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self.assertEqual(
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evaluations[0].line_values[0].balance,
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Decimal('23.81'))
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self.assertEqual(
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evaluations[0].line_values[1].name,
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'Book 2 | 12.50 usd | Open')
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self.assertEqual(
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evaluations[0].line_values[1].balance,
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Decimal('11.9'))
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self.assertEqual(evaluations[1].name, 'Evaluation User 1 - Categories')
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self.assertEqual(len(evaluations[1].categories), 1)
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self.assertEqual(evaluations[1].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[1].line_values), 1)
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self.assertEqual(evaluations[1].line_values[0].name, 'Book 1, User 1')
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self.assertEqual(evaluations[1].line_values[0].balance, Decimal('23.81'))
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self.assertEqual(
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evaluations[1].line_values[0].balance,
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Decimal('23.81'))
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self.assertEqual(evaluations[2].name, 'Evaluation User 1 - Currencies')
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self.assertEqual(len(evaluations[2].currencies), 2)
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self.assertEqual(evaluations[2].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[2].line_values), 2)
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self.assertEqual(evaluations[2].line_values[0].name, 'Euro')
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self.assertEqual(evaluations[2].line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluations[2].line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluations[2].line_values[1].name, 'usd')
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self.assertEqual(evaluations[2].line_values[1].balance, Decimal('35.71'))
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self.assertEqual(
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evaluations[2].line_values[1].balance,
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Decimal('35.71'))
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self.assertEqual(evaluations[3].name, 'Evaluation User 1 - Types')
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self.assertEqual(len(evaluations[3].types), 2)
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self.assertEqual(evaluations[3].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[3].line_values), 2)
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self.assertEqual(evaluations[3].line_values[0].name, 'BK - Bank')
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self.assertEqual(evaluations[3].line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluations[3].line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluations[3].line_values[1].name, 'CAS - Cash')
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self.assertEqual(evaluations[3].line_values[1].balance, Decimal('35.71'))
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self.assertEqual(
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evaluations[3].line_values[1].balance,
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Decimal('35.71'))
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self.assertEqual(evaluations[4].name, 'Evaluation User 2 - Cashbooks')
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self.assertEqual(len(evaluations[4].cashbooks), 1)
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self.assertEqual(evaluations[4].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[4].line_values), 1)
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self.assertEqual(evaluations[4].line_values[0].name, 'Book 3 | 23.00 € | Open')
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self.assertEqual(evaluations[4].line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluations[4].line_values[0].name,
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'Book 3 | 23.00 € | Open')
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self.assertEqual(
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evaluations[4].line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluations[5].name, 'Evaluation User 2 - Categories')
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self.assertEqual(len(evaluations[5].categories), 1)
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self.assertEqual(evaluations[5].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[5].line_values), 1)
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self.assertEqual(evaluations[5].line_values[0].name, 'Book 3, User 2')
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self.assertEqual(evaluations[5].line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluations[5].line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluations[6].name, 'Evaluation User 2 - Currencies')
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self.assertEqual(len(evaluations[6].currencies), 2)
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self.assertEqual(evaluations[6].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[6].line_values), 2)
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self.assertEqual(evaluations[6].line_values[0].name, 'Euro')
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self.assertEqual(evaluations[6].line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluations[6].line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluations[6].line_values[1].name, 'usd')
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self.assertEqual(evaluations[6].line_values[1].balance, Decimal('35.71'))
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self.assertEqual(
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evaluations[6].line_values[1].balance,
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Decimal('35.71'))
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self.assertEqual(evaluations[7].name, 'Evaluation User 2 - Types')
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self.assertEqual(len(evaluations[7].types), 2)
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self.assertEqual(evaluations[7].currency.rec_name, 'Euro')
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self.assertEqual(len(evaluations[7].line_values), 2)
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self.assertEqual(evaluations[7].line_values[0].name, 'BK - Bank')
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self.assertEqual(evaluations[7].line_values[0].balance, Decimal('23.0'))
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self.assertEqual(
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evaluations[7].line_values[0].balance,
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Decimal('23.0'))
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self.assertEqual(evaluations[7].line_values[1].name, 'CAS - Cash')
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self.assertEqual(evaluations[7].line_values[1].balance, Decimal('35.71'))
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self.assertEqual(
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evaluations[7].line_values[1].balance,
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Decimal('35.71'))
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@with_transaction()
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def test_report_update_name_of_line(self):
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@ -457,8 +527,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
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company = self.prep_company()
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with Transaction().set_context({
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'company': company.id,
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}):
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'company': company.id}):
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evaluation, = Evaluation.create([{
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'name': 'Evaluation 1',
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'dtype': 'cashbooks',
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@ -467,7 +536,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
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self.assertEqual(len(evaluation.cashbooks), 3)
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self.assertEqual(len(evaluation.line_values), 3)
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self.assertEqual(evaluation.line_values[0].name, 'Book 1 | 25.00 usd | Open')
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self.assertEqual(
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evaluation.line_values[0].name,
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'Book 1 | 25.00 usd | Open')
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self.assertEqual(evaluation.line_values[0].name_line, None)
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# update 'name'
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@ -476,8 +547,12 @@ class ReportTestCase(CashbookInvestmentTestCase):
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{
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'name': 'Book updated',
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}])
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self.assertEqual(evaluation.line_values[0].name, 'Book updated')
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self.assertEqual(evaluation.line_values[0].name_line, 'Book updated')
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self.assertEqual(
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evaluation.line_values[0].name,
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'Book updated')
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self.assertEqual(
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evaluation.line_values[0].name_line,
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'Book updated')
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# delete 'name' value to reset to origin
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||||
Line.write(*[
|
||||
|
|
@ -485,7 +560,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
{
|
||||
'name': None,
|
||||
}])
|
||||
self.assertEqual(evaluation.line_values[0].name, 'Book 1 | 25.00 usd | Open')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[0].name,
|
||||
'Book 1 | 25.00 usd | Open')
|
||||
self.assertEqual(evaluation.line_values[0].name_line, None)
|
||||
|
||||
@with_transaction()
|
||||
|
|
@ -502,10 +579,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id,
|
||||
}):
|
||||
'company': company.id}):
|
||||
|
||||
categories = Category.create([{
|
||||
Category.create([{
|
||||
'name': 'Cat 1',
|
||||
}, {
|
||||
'name': 'Cat 2',
|
||||
|
|
@ -525,7 +601,8 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(len(evaluation.categories), 0)
|
||||
|
||||
# investment - profit/loss amount
|
||||
if 'cashbooks_gldiff' in [x[0] for x in Evaluation.get_sel_etype()]:
|
||||
if 'cashbooks_gldiff' in [
|
||||
x[0] for x in Evaluation.get_sel_etype()]:
|
||||
# no change if switch between cashbook-types
|
||||
Evaluation.write(*[
|
||||
[evaluation],
|
||||
|
|
@ -546,7 +623,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(len(evaluation.types), 0)
|
||||
self.assertEqual(len(evaluation.currencies), 0)
|
||||
self.assertEqual(len(evaluation.categories), 0)
|
||||
else :
|
||||
else:
|
||||
print('\n--== Module "cashbook_investment" not installed ==--')
|
||||
|
||||
Evaluation.write(*[
|
||||
|
|
@ -575,7 +652,8 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
[evaluation],
|
||||
{
|
||||
'dtype': 'currencies',
|
||||
'currencies': [('add', [x.id for x in Currency.search([])])],
|
||||
'currencies': [('add', [
|
||||
x.id for x in Currency.search([])])],
|
||||
}])
|
||||
self.assertEqual(len(evaluation.cashbooks), 0)
|
||||
self.assertEqual(len(evaluation.types), 0)
|
||||
|
|
@ -586,7 +664,8 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
[evaluation],
|
||||
{
|
||||
'dtype': 'categories',
|
||||
'categories': [('add', [x.id for x in Category.search([])])],
|
||||
'categories': [('add', [
|
||||
x.id for x in Category.search([])])],
|
||||
}])
|
||||
self.assertEqual(len(evaluation.cashbooks), 0)
|
||||
self.assertEqual(len(evaluation.types), 0)
|
||||
|
|
@ -615,8 +694,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id,
|
||||
}):
|
||||
'company': company.id}):
|
||||
# valid
|
||||
evaluation, = Evaluation.create([{
|
||||
'name': 'Evaluation 1',
|
||||
|
|
@ -625,8 +703,10 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
}])
|
||||
|
||||
# must fail
|
||||
self.assertRaisesRegex(UserError,
|
||||
'A value is required for field "Data type" in "Evaluation Line Relation".',
|
||||
self.assertRaisesRegex(
|
||||
UserError,
|
||||
'A value is required for field "Data type" in ' +
|
||||
'"Evaluation Line Relation".',
|
||||
Evaluation.create,
|
||||
[{
|
||||
'name': 'Evaluation 1',
|
||||
|
|
@ -641,8 +721,10 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
}])
|
||||
|
||||
# must fail
|
||||
self.assertRaisesRegex(UserError,
|
||||
'A value is required for field "Cashbook" in "Evaluation Line Relation".',
|
||||
self.assertRaisesRegex(
|
||||
UserError,
|
||||
'A value is required for field "Cashbook" in ' +
|
||||
'"Evaluation Line Relation".',
|
||||
Evaluation.create,
|
||||
[{
|
||||
'name': 'Evaluation 3',
|
||||
|
|
@ -657,9 +739,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
"""
|
||||
pool = Pool()
|
||||
Evaluation = pool.get('cashbook_report.evaluation')
|
||||
try :
|
||||
try:
|
||||
DashboardAction = pool.get('dashboard.action')
|
||||
except:
|
||||
except Exception:
|
||||
print('\n--== Module "dashboard" not installed ==--')
|
||||
DashboardAction = None
|
||||
|
||||
|
|
@ -667,8 +749,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id,
|
||||
}):
|
||||
'company': company.id}):
|
||||
evaluation, = Evaluation.create([{
|
||||
'name': 'Evaluation 1',
|
||||
'cashbooks': [('add', [x.id for x in books])],
|
||||
|
|
@ -691,23 +772,32 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation.currency.code, 'EUR')
|
||||
|
||||
# check uiview
|
||||
self.assertEqual(evaluation.ui_view_chart.model, 'cashbook_report.eval_line')
|
||||
self.assertEqual(evaluation.ui_view_chart.module, 'cashbook_report')
|
||||
self.assertEqual(
|
||||
evaluation.ui_view_chart.model,
|
||||
'cashbook_report.eval_line')
|
||||
self.assertEqual(
|
||||
evaluation.ui_view_chart.module,
|
||||
'cashbook_report')
|
||||
self.assertEqual(evaluation.ui_view_chart.priority, 10)
|
||||
self.assertEqual(evaluation.ui_view_chart.type, 'graph')
|
||||
# action-window for dashbord
|
||||
self.assertEqual(evaluation.dashb_actwin.name, 'Evaluation 1')
|
||||
self.assertEqual(evaluation.dashb_actwin.res_model,
|
||||
self.assertEqual(
|
||||
evaluation.dashb_actwin.res_model,
|
||||
'cashbook_report.eval_line')
|
||||
self.assertEqual(evaluation.dashb_actwin.usage,
|
||||
self.assertEqual(
|
||||
evaluation.dashb_actwin.usage,
|
||||
'dashboard')
|
||||
self.assertEqual(evaluation.dashb_actwin.domain,
|
||||
self.assertEqual(
|
||||
evaluation.dashb_actwin.domain,
|
||||
'[["evaluation", "=", %d]]' % evaluation.id)
|
||||
# action-view
|
||||
self.assertEqual(evaluation.dashb_actview.sequence, 10)
|
||||
self.assertEqual(evaluation.dashb_actview.view.id,
|
||||
self.assertEqual(
|
||||
evaluation.dashb_actview.view.id,
|
||||
evaluation.ui_view_chart.id)
|
||||
self.assertEqual(evaluation.dashb_actview.act_window.id,
|
||||
self.assertEqual(
|
||||
evaluation.dashb_actview.act_window.id,
|
||||
evaluation.dashb_actwin.id)
|
||||
|
||||
# update evaluation, this wil re-create the view/act-window
|
||||
|
|
@ -739,13 +829,12 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id,
|
||||
}):
|
||||
'company': company.id}):
|
||||
asset_cfg = self.prep_yield_config(
|
||||
fee = 'Fee',
|
||||
dividend = 'Dividend',
|
||||
gainloss = 'Gain-Loss',
|
||||
company = company)
|
||||
fee='Fee',
|
||||
dividend='Dividend',
|
||||
gainloss='Gain-Loss',
|
||||
company=company)
|
||||
|
||||
cb_cat, = CbCategory.create([{'name': 'CB Category'}])
|
||||
category_in = self.prep_category(cattype='in')
|
||||
|
|
@ -757,7 +846,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
}])
|
||||
asset = self.prep_asset_item(
|
||||
company=company,
|
||||
product = self.prep_asset_product(name='Product 1'))
|
||||
product=self.prep_asset_product(name='Product 1'))
|
||||
self.assertEqual(asset.symbol, 'usd/u')
|
||||
|
||||
Asset.write(*[
|
||||
|
|
@ -771,7 +860,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
'rate': Decimal('105.5'),
|
||||
}])],
|
||||
}])
|
||||
self.assertEqual(asset.rec_name, 'Product 1 | 105.5000 usd/u | 05/02/2022')
|
||||
self.assertEqual(
|
||||
asset.rec_name,
|
||||
'Product 1 | 105.5000 usd/u | 05/02/2022')
|
||||
|
||||
book_asset, = Book.create([{
|
||||
'name': 'Depot',
|
||||
|
|
@ -811,12 +902,13 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
'quantity': Decimal('0.0'),
|
||||
'booktransf': asset_cfg.gainloss_book.id,
|
||||
'description': 'Gain',
|
||||
},])],
|
||||
}])],
|
||||
}])
|
||||
Line.wfcheck(book_asset.lines)
|
||||
MemCache._cashbook_value_cache.clear_all()
|
||||
|
||||
self.assertEqual(book_asset.rec_name,
|
||||
self.assertEqual(
|
||||
book_asset.rec_name,
|
||||
'Depot | 118.00 usd | Open | 1.0000 u')
|
||||
self.assertEqual(book_asset.balance, Decimal('118.0'))
|
||||
self.assertEqual(book_asset.current_value, Decimal('105.5'))
|
||||
|
|
@ -836,7 +928,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation1.dtype, 'cashbooks_glyield')
|
||||
self.assertEqual(evaluation1.currency.code, 'usd')
|
||||
self.assertEqual(len(evaluation1.line_values), 1)
|
||||
self.assertEqual(evaluation1.line_values[0].balance, Decimal('5.5'))
|
||||
self.assertEqual(
|
||||
evaluation1.line_values[0].balance,
|
||||
Decimal('5.5'))
|
||||
|
||||
# evaluation: categories - total yield
|
||||
evaluation2, = Evaluation.create([{
|
||||
|
|
@ -848,7 +942,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation2.dtype, 'category_glyield')
|
||||
self.assertEqual(evaluation2.currency.code, 'usd')
|
||||
self.assertEqual(len(evaluation2.line_values), 1)
|
||||
self.assertEqual(evaluation2.line_values[0].balance, Decimal('5.5'))
|
||||
self.assertEqual(
|
||||
evaluation2.line_values[0].balance,
|
||||
Decimal('5.5'))
|
||||
|
||||
# evaluation: types - total yield
|
||||
evaluation3, = Evaluation.create([{
|
||||
|
|
@ -860,7 +956,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation3.dtype, 'types_glyield')
|
||||
self.assertEqual(evaluation3.currency.code, 'usd')
|
||||
self.assertEqual(len(evaluation3.line_values), 1)
|
||||
self.assertEqual(evaluation3.line_values[0].balance, Decimal('5.5'))
|
||||
self.assertEqual(
|
||||
evaluation3.line_values[0].balance,
|
||||
Decimal('5.5'))
|
||||
|
||||
@with_transaction()
|
||||
def test_report_chart_hbar_book_investment(self):
|
||||
|
|
@ -874,8 +972,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id,
|
||||
}):
|
||||
'company': company.id}):
|
||||
AccType = pool.get('cashbook.type')
|
||||
Asset = pool.get('investment.asset')
|
||||
Product = pool.get('product.template')
|
||||
|
|
@ -911,7 +1008,8 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
'rate': Decimal('1750.0'),
|
||||
}, ])],
|
||||
}])
|
||||
self.assertEqual(asset.rec_name,
|
||||
self.assertEqual(
|
||||
asset.rec_name,
|
||||
'Aurum | 1,750.0000 usd/u | 05/01/2022')
|
||||
|
||||
books = self.prep_report_3books()
|
||||
|
|
@ -932,32 +1030,38 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
},
|
||||
])
|
||||
Line.write(*[
|
||||
[books[0].lines[0]], # usd
|
||||
[books[0].lines[0]], # usd
|
||||
{'quantity': Decimal('2.0'), 'amount': Decimal('3000.0')},
|
||||
[books[0].lines[1]],
|
||||
{'quantity': Decimal('2.0'), 'amount': Decimal('3100.0')},
|
||||
[books[1].lines[0]], # usd
|
||||
[books[1].lines[0]], # usd
|
||||
{'quantity': Decimal('2.0'), 'amount': Decimal('3200.0')},
|
||||
[books[1].lines[1]],
|
||||
{'quantity': Decimal('2.0'), 'amount': Decimal('3300.0')},
|
||||
[books[2].lines[0]], # euro
|
||||
[books[2].lines[0]], # euro
|
||||
{'quantity': Decimal('2.0'), 'amount': Decimal('3300.0')},
|
||||
[books[2].lines[1]],
|
||||
{'quantity': Decimal('2.0'), 'amount': Decimal('3400.0')},
|
||||
])
|
||||
MemCache._cashbook_value_cache.clear_all()
|
||||
|
||||
self.assertEqual(books[0].rec_name, 'Book 1 | 6,100.00 usd | Open | 4.000 u')
|
||||
self.assertEqual(
|
||||
books[0].rec_name,
|
||||
'Book 1 | 6,100.00 usd | Open | 4.000 u')
|
||||
self.assertEqual(books[0].current_value, Decimal('7000.0'))
|
||||
self.assertEqual(books[0].diff_amount, Decimal('900.0'))
|
||||
self.assertEqual(books[0].diff_percent, Decimal('14.75'))
|
||||
|
||||
self.assertEqual(books[1].rec_name, 'Book 2 | 6,500.00 usd | Open | 4.000 u')
|
||||
self.assertEqual(
|
||||
books[1].rec_name,
|
||||
'Book 2 | 6,500.00 usd | Open | 4.000 u')
|
||||
self.assertEqual(books[1].current_value, Decimal('7000.0'))
|
||||
self.assertEqual(books[1].diff_amount, Decimal('500.0'))
|
||||
self.assertEqual(books[1].diff_percent, Decimal('7.69'))
|
||||
|
||||
self.assertEqual(books[2].rec_name, 'Book 3 | 6,700.00 € | Open | 4.000 u')
|
||||
self.assertEqual(
|
||||
books[2].rec_name,
|
||||
'Book 3 | 6,700.00 € | Open | 4.000 u')
|
||||
self.assertEqual(books[2].current_value, Decimal('6666.67'))
|
||||
self.assertEqual(books[2].diff_amount, Decimal('-33.33'))
|
||||
self.assertEqual(books[2].diff_percent, Decimal('-0.5'))
|
||||
|
|
@ -976,9 +1080,15 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation.bgcolor, '#ffffc0')
|
||||
self.assertEqual(evaluation.currency.code, 'EUR')
|
||||
|
||||
self.assertEqual(evaluation.line_values[0].balance, Decimal('857.14'))
|
||||
self.assertEqual(evaluation.line_values[1].balance, Decimal('476.19'))
|
||||
self.assertEqual(evaluation.line_values[2].balance, Decimal('-33.33'))
|
||||
self.assertEqual(
|
||||
evaluation.line_values[0].balance,
|
||||
Decimal('857.14'))
|
||||
self.assertEqual(
|
||||
evaluation.line_values[1].balance,
|
||||
Decimal('476.19'))
|
||||
self.assertEqual(
|
||||
evaluation.line_values[2].balance,
|
||||
Decimal('-33.33'))
|
||||
|
||||
# evaluation: percent-difference
|
||||
evaluation2, = Evaluation.create([{
|
||||
|
|
@ -994,9 +1104,15 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation2.bgcolor, '#ffffc0')
|
||||
self.assertEqual(evaluation2.currency.code, 'EUR')
|
||||
|
||||
self.assertEqual(evaluation2.line_values[0].balance, Decimal('14.75'))
|
||||
self.assertEqual(evaluation2.line_values[1].balance, Decimal('7.69'))
|
||||
self.assertEqual(evaluation2.line_values[2].balance, Decimal('-0.5'))
|
||||
self.assertEqual(
|
||||
evaluation2.line_values[0].balance,
|
||||
Decimal('14.75'))
|
||||
self.assertEqual(
|
||||
evaluation2.line_values[1].balance,
|
||||
Decimal('7.69'))
|
||||
self.assertEqual(
|
||||
evaluation2.line_values[2].balance,
|
||||
Decimal('-0.5'))
|
||||
|
||||
# evaluation: percent-difference
|
||||
evaluation3, = Evaluation.create([{
|
||||
|
|
@ -1012,9 +1128,15 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation3.bgcolor, '#ffffc0')
|
||||
self.assertEqual(evaluation3.currency.code, 'EUR')
|
||||
|
||||
self.assertEqual(evaluation3.line_values[0].balance, Decimal('6666.67'))
|
||||
self.assertEqual(evaluation3.line_values[1].balance, Decimal('6666.67'))
|
||||
self.assertEqual(evaluation3.line_values[2].balance, Decimal('6666.67'))
|
||||
self.assertEqual(
|
||||
evaluation3.line_values[0].balance,
|
||||
Decimal('6666.67'))
|
||||
self.assertEqual(
|
||||
evaluation3.line_values[1].balance,
|
||||
Decimal('6666.67'))
|
||||
self.assertEqual(
|
||||
evaluation3.line_values[2].balance,
|
||||
Decimal('6666.67'))
|
||||
|
||||
# evaluation: category-current value
|
||||
evaluation4, = Evaluation.create([{
|
||||
|
|
@ -1031,7 +1153,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation4.currency.code, 'EUR')
|
||||
|
||||
self.assertEqual(len(evaluation4.line_values), 1)
|
||||
self.assertEqual(evaluation4.line_values[0].balance, Decimal('20000.01'))
|
||||
self.assertEqual(
|
||||
evaluation4.line_values[0].balance,
|
||||
Decimal('20000.01'))
|
||||
|
||||
# evaluation: category- difference amount
|
||||
evaluation5, = Evaluation.create([{
|
||||
|
|
@ -1048,7 +1172,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation5.currency.code, 'EUR')
|
||||
|
||||
self.assertEqual(len(evaluation5.line_values), 1)
|
||||
self.assertEqual(evaluation5.line_values[0].balance, Decimal('1300.01'))
|
||||
self.assertEqual(
|
||||
evaluation5.line_values[0].balance,
|
||||
Decimal('1300.01'))
|
||||
|
||||
# evaluation: category- difference amount
|
||||
evaluation6, = Evaluation.create([{
|
||||
|
|
@ -1065,7 +1191,9 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation6.currency.code, 'EUR')
|
||||
|
||||
self.assertEqual(len(evaluation6.line_values), 1)
|
||||
self.assertEqual(evaluation6.line_values[0].balance, Decimal('6.95'))
|
||||
self.assertEqual(
|
||||
evaluation6.line_values[0].balance,
|
||||
Decimal('6.95'))
|
||||
|
||||
@with_transaction()
|
||||
def test_report_chart_pie_book_red(self):
|
||||
|
|
@ -1078,8 +1206,7 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id,
|
||||
}):
|
||||
'company': company.id}):
|
||||
evaluation, = Evaluation.create([{
|
||||
'name': 'Evaluation 1',
|
||||
'cashbooks': [('add', [x.id for x in books])],
|
||||
|
|
@ -1092,11 +1219,17 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(evaluation.currency.code, 'EUR')
|
||||
|
||||
# check uiview
|
||||
self.assertEqual(evaluation.ui_view_chart.model, 'cashbook_report.eval_line')
|
||||
self.assertEqual(evaluation.ui_view_chart.module, 'cashbook_report')
|
||||
self.assertEqual(
|
||||
evaluation.ui_view_chart.model,
|
||||
'cashbook_report.eval_line')
|
||||
self.assertEqual(
|
||||
evaluation.ui_view_chart.module,
|
||||
'cashbook_report')
|
||||
self.assertEqual(evaluation.ui_view_chart.priority, 10)
|
||||
self.assertEqual(evaluation.ui_view_chart.type, 'graph')
|
||||
self.assertEqual(evaluation.ui_view_chart.data, """<?xml version="1.0"?>
|
||||
self.assertEqual(
|
||||
evaluation.ui_view_chart.data,
|
||||
"""<?xml version="1.0"?>
|
||||
<graph type="pie" legend="1" background="#ffffc0">
|
||||
<x>
|
||||
<field name="name"/>
|
||||
|
|
@ -1108,25 +1241,49 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
""")
|
||||
|
||||
self.assertEqual(len(evaluation.cashbooks), 3)
|
||||
self.assertEqual(evaluation.cashbooks[0].rec_name, 'Book 1 | 25.00 usd | Open')
|
||||
self.assertEqual(evaluation.cashbooks[1].rec_name, 'Book 2 | 12.50 usd | Open')
|
||||
self.assertEqual(evaluation.cashbooks[2].rec_name, 'Book 3 | 23.00 € | Open')
|
||||
self.assertEqual(
|
||||
evaluation.cashbooks[0].rec_name,
|
||||
'Book 1 | 25.00 usd | Open')
|
||||
self.assertEqual(
|
||||
evaluation.cashbooks[1].rec_name,
|
||||
'Book 2 | 12.50 usd | Open')
|
||||
self.assertEqual(
|
||||
evaluation.cashbooks[2].rec_name,
|
||||
'Book 3 | 23.00 € | Open')
|
||||
self.assertEqual(evaluation.cashbooks[0].currency.code, 'usd')
|
||||
self.assertEqual(evaluation.cashbooks[1].currency.code, 'usd')
|
||||
self.assertEqual(evaluation.cashbooks[2].currency.code, 'EUR')
|
||||
|
||||
self.assertEqual(len(evaluation.line_values), 3)
|
||||
self.assertEqual(evaluation.line_values[0].name, 'Book 1 | 25.00 usd | Open')
|
||||
self.assertEqual(evaluation.line_values[1].name, 'Book 2 | 12.50 usd | Open')
|
||||
self.assertEqual(evaluation.line_values[2].name, 'Book 3 | 23.00 € | Open')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[0].name,
|
||||
'Book 1 | 25.00 usd | Open')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[1].name,
|
||||
'Book 2 | 12.50 usd | Open')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[2].name,
|
||||
'Book 3 | 23.00 € | Open')
|
||||
|
||||
self.assertEqual(evaluation.line_values[0].eval_currency.code, 'EUR')
|
||||
self.assertEqual(evaluation.line_values[1].eval_currency.code, 'EUR')
|
||||
self.assertEqual(evaluation.line_values[2].eval_currency.code, 'EUR')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[0].eval_currency.code,
|
||||
'EUR')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[1].eval_currency.code,
|
||||
'EUR')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[2].eval_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'))
|
||||
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_type_red(self):
|
||||
|
|
@ -1137,13 +1294,12 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
Evaluation = pool.get('cashbook_report.evaluation')
|
||||
Types = pool.get('cashbook.type')
|
||||
|
||||
books = self.prep_report_3books()
|
||||
self.prep_report_3books()
|
||||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id, # company-currency: EUR
|
||||
'date': date(2022, 5, 15),
|
||||
}):
|
||||
'company': company.id, # company-currency: EUR
|
||||
'date': date(2022, 5, 15)}):
|
||||
evaluation, = Evaluation.create([{
|
||||
'name': 'Evaluation 1',
|
||||
'dtype': 'types',
|
||||
|
|
@ -1165,14 +1321,22 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
self.assertEqual(len(evaluation.line_values), 2)
|
||||
|
||||
# 23.00 EUR
|
||||
self.assertEqual(evaluation.line_values[0].eval_currency.code, 'EUR')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[0].eval_currency.code,
|
||||
'EUR')
|
||||
self.assertEqual(evaluation.line_values[0].name, 'BK - Bank')
|
||||
self.assertEqual(evaluation.line_values[0].balance, Decimal('23.0'))
|
||||
self.assertEqual(
|
||||
evaluation.line_values[0].balance,
|
||||
Decimal('23.0'))
|
||||
|
||||
# 37.50 USD --> EUR
|
||||
self.assertEqual(evaluation.line_values[1].name, 'CAS - Cash')
|
||||
self.assertEqual(evaluation.line_values[1].eval_currency.code, 'EUR')
|
||||
self.assertEqual(evaluation.line_values[1].balance, Decimal('35.71'))
|
||||
self.assertEqual(
|
||||
evaluation.line_values[1].eval_currency.code,
|
||||
'EUR')
|
||||
self.assertEqual(
|
||||
evaluation.line_values[1].balance,
|
||||
Decimal('35.71'))
|
||||
|
||||
@with_transaction()
|
||||
def test_report_chart_pie_currency_red(self):
|
||||
|
|
@ -1183,12 +1347,11 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
Evaluation = pool.get('cashbook_report.evaluation')
|
||||
Currency = pool.get('currency.currency')
|
||||
|
||||
books = self.prep_report_3books()
|
||||
self.prep_report_3books()
|
||||
|
||||
company = self.prep_company()
|
||||
with Transaction().set_context({
|
||||
'company': company.id,
|
||||
}):
|
||||
'company': company.id}):
|
||||
evaluation, = Evaluation.create([{
|
||||
'name': 'Evaluation 1',
|
||||
'dtype': 'currencies',
|
||||
|
|
@ -1207,8 +1370,15 @@ class ReportTestCase(CashbookInvestmentTestCase):
|
|||
|
||||
self.assertEqual(len(evaluation.line_values), 2)
|
||||
self.assertEqual(evaluation.line_values[0].name, 'Euro')
|
||||
self.assertEqual(evaluation.line_values[0].balance, Decimal('23.0'))
|
||||
self.assertEqual(
|
||||
evaluation.line_values[0].balance,
|
||||
Decimal('23.0'))
|
||||
self.assertEqual(evaluation.line_values[1].name, 'usd')
|
||||
self.assertEqual(evaluation.line_values[1].balance, Decimal('35.71'))
|
||||
self.assertEqual(
|
||||
evaluation.line_values[1].balance,
|
||||
Decimal('35.71'))
|
||||
|
||||
# end ReportTestCase
|
||||
|
||||
|
||||
del CashbookInvestmentTestCase
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue