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# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.tests import tagged
from odoo.addons.project_hr_expense.tests.test_project_profitability import TestProjectHrExpenseProfitabilityCommon
from odoo.addons.sale.tests.common import TestSaleCommon
from odoo.addons.sale_project.tests.test_project_profitability import TestProjectProfitabilityCommon
@tagged('-at_install', 'post_install')
class TestProjectSaleExpenseProfitability(TestProjectProfitabilityCommon, TestProjectHrExpenseProfitabilityCommon, TestSaleCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.product_c.write({
'expense_policy': 'sales_price',
})
def test_project_profitability(self):
project = self.env['project.project'].create({'name': 'new project'})
project._create_analytic_account()
account = project.account_id
# Create a new company with the foreign currency.
foreign_company = self.company_data_2['company']
foreign_company.currency_id = self.foreign_currency
foreign_partner = self.env['res.partner'].create({
'name': 'Foreign Employee address',
'company_id': foreign_company.id,
})
foreign_employee = self.env['hr.employee'].create({
'name': 'foreign_employee',
'company_id': foreign_company.id,
'work_contact_id': foreign_partner.id,
'work_email': 'email@email',
})
expense = self.env['hr.expense'].create({
'name': 'expense',
'product_id': self.company_data['product_order_sales_price'].id,
'total_amount_currency': self.company_data['product_order_sales_price'].list_price,
'employee_id': self.expense_employee.id,
'analytic_distribution': {account.id: 100},
'sale_order_id': self.sale_order.id,
})
# See method definition in `project_hr_expense.tests.test_project_profitability`
expense_sheet = self.check_project_profitability_before_creating_and_approving_expense_sheet(
expense,
project,
self.project_profitability_items_empty)
self.assertEqual(expense_sheet.state, 'approve')
# Create an expense in a foreign company, the expense is linked to the AA of the project.
so_foreign = self.env['sale.order'].create({
'name': 'Sale order foreign',
'partner_id': self.partner_a.id,
'company_id': foreign_company.id,
})
so_foreign.currency_id = self.foreign_currency
so_foreign.action_confirm()
expense_foreign = self.env['hr.expense'].create({
'name': 'Expense foreign',
'employee_id': foreign_employee.id,
'product_id': self.product_c.id, # Foreign currency product must have no cost
'total_amount_currency': 350.00 * 0.5, # 0.5 is the exchange rate
'company_id': foreign_company.id,
'analytic_distribution': {account.id: 100},
'currency_id': self.foreign_currency.id,
'sale_order_id': so_foreign.id,
})
expense_sheet_vals_list = expense_foreign._get_default_expense_sheet_values()
expense_sheet_vals_list[0]['employee_journal_id'] = self.company_data_2['default_journal_purchase'].id
expense_sheet_foreign = self.env['hr.expense.sheet'].create(expense_sheet_vals_list)
expense_sheet_foreign.action_submit_sheet()
self.assertEqual(expense_sheet_foreign.state, 'submit')
expense_sheet_foreign.action_approve_expense_sheets()
self.assertEqual(expense_sheet_foreign.state, 'approve')
expense_profitability = project._get_expenses_profitability_items(False)
sequence_per_invoice_type = project._get_profitability_sequence_per_invoice_type()
self.assertIn('expenses', sequence_per_invoice_type)
expense_sequence = sequence_per_invoice_type['expenses']
billed = -expense.untaxed_amount_currency - expense_foreign.untaxed_amount_currency * 0.2 # -280.0 - 175.0 * 0.2 = -315.0
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{},
)
self.assertNotIn(
'costs',
expense_profitability,
'No costs should be found since the sheets are not posted or done.',
)
expense_sheet.action_sheet_move_post()
self.assertEqual(expense_sheet.state, 'post')
self.assertRecordValues(self.sale_order.order_line, [
# Original SO line:
{
'product_id': self.product_delivery_service.id,
'qty_delivered': 0.0,
'product_uom_qty': 10,
'is_expense': False,
},
{
'product_id': self.company_data['product_order_sales_price'].id,
'qty_delivered': 1.0,
'product_uom_qty': 1.0,
'is_expense': True,
},
])
expense_sol = self.sale_order.order_line.filtered(lambda sol: sol.product_id == self.company_data['product_order_sales_price'])
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': 0.0, 'to_invoice': expense_sol.untaxed_amount_to_invoice},
)
self.assertDictEqual(
expense_profitability['costs'],
{'id': 'expenses', 'sequence': expense_sequence, 'billed': expense.currency_id.round(-expense.untaxed_amount_currency), 'to_bill': 0.0},
)
self.assertDictEqual(
project._get_profitability_items(False),
{
'revenues': {
'data': [expense_profitability['revenues']],
'total': {k: v for k, v in expense_profitability['revenues'].items() if k in ['to_invoice', 'invoiced']},
},
'costs': {
'data': [expense_profitability['costs']],
'total': {k: v for k, v in expense_profitability['costs'].items() if k in ['to_bill', 'billed']},
},
}
)
expense_sheet_foreign.action_sheet_move_post()
self.assertEqual(expense_sheet_foreign.state, 'post')
expense_sol_foreign = so_foreign.order_line[0]
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': 0.0, 'to_invoice': expense_sol.untaxed_amount_to_invoice + expense_sol_foreign.untaxed_amount_to_invoice * 0.2},
)
self.assertDictEqual(
expense_profitability['costs'],
{'id': 'expenses', 'sequence': expense_sequence, 'billed': expense.currency_id.round(billed), 'to_bill': 0.0},
)
self.assertDictEqual(
project._get_profitability_items(False),
{
'revenues': {
'data': [expense_profitability['revenues']],
'total': {k: v for k, v in expense_profitability['revenues'].items() if k in ['to_invoice', 'invoiced']},
},
'costs': {
'data': [expense_profitability['costs']],
'total': {k: v for k, v in expense_profitability['costs'].items() if k in ['to_bill', 'billed']},
},
}
)
invoice = self.env['sale.advance.payment.inv'] \
.with_context({
'active_model': 'sale.order',
'active_id': self.sale_order.id,
}).create({
'advance_payment_method': 'delivered',
})._create_invoices(self.sale_order)
invoice.action_post()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': expense_sol.untaxed_amount_invoiced, 'to_invoice': expense_sol_foreign.untaxed_amount_to_invoice * 0.2},
)
credit_note = invoice._reverse_moves()
credit_note.action_post()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': 0.0, 'to_invoice': expense_sol.untaxed_amount_to_invoice + expense_sol_foreign.untaxed_amount_to_invoice * 0.2},
)
self.sale_order._action_cancel()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': 0.0, 'to_invoice': expense_sol_foreign.untaxed_amount_to_invoice * 0.2},
)
self.assertDictEqual(
expense_profitability['costs'],
{'id': 'expenses', 'sequence': expense_sequence, 'billed': expense.currency_id.round(billed), 'to_bill': 0.0},
)
expense_sheet.action_reset_expense_sheets()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': 0.0, 'to_invoice': expense_sol_foreign.untaxed_amount_to_invoice * 0.2},
)
self.assertDictEqual(
expense_profitability.get('costs', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'billed': expense.currency_id.round(-expense_foreign.untaxed_amount_currency * 0.2), 'to_bill': 0.0},
)
invoice = self.env['sale.advance.payment.inv'].with_context({
'active_model': 'sale.order',
'active_id': so_foreign.id,
}).create({
'advance_payment_method': 'delivered',
})._create_invoices(so_foreign)
invoice.action_post()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': expense_sol_foreign.untaxed_amount_invoiced * 0.2, 'to_invoice': 0.0},
)
credit_note = invoice._reverse_moves()
credit_note.action_post()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{'id': 'expenses', 'sequence': expense_sequence, 'invoiced': 0.0, 'to_invoice': expense_sol_foreign.untaxed_amount_to_invoice * 0.2},
)
so_foreign._action_cancel()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{},
)
self.assertDictEqual(
expense_profitability['costs'],
{'id': 'expenses', 'sequence': expense_sequence, 'billed': expense.currency_id.round(-expense_foreign.untaxed_amount_currency * 0.2), 'to_bill': 0.0},
)
expense_sheet_foreign.action_reset_expense_sheets()
expense_profitability = project._get_expenses_profitability_items(False)
self.assertDictEqual(
expense_profitability.get('revenues', {}),
{},
)
self.assertDictEqual(
expense_profitability.get('costs', {}),
{},
)
def test_project_profitability_2(self):
"""
Test Case:
==========
- Create an expense for a project.
- post it's entry moves
- create an invoice for the sale order linked to the expense
- post the invoice
- the project profitability should not include the Customer invoice
linked to the expense in the revenues, as the Expenses will be there.
"""
product_new_project_task = self.env['product.product'].create({
'name': "Service, create task in new project",
'standard_price': 30,
'list_price': 90,
'type': 'service',
'default_code': 'SERV-ORDERED2',
'service_tracking': 'task_in_project',
})
sale_order = self.env['sale.order'].with_context(tracking_disable=True).create({
'partner_id': self.partner.id,
'partner_invoice_id': self.partner.id,
'partner_shipping_id': self.partner.id,
})
self.env['sale.order.line'].create({
'product_id': product_new_project_task.id,
'product_uom_qty': 1,
'order_id': sale_order.id,
})
sale_order.action_confirm()
project = sale_order.order_line.project_id
expense = self.env['hr.expense'].create({
'name': 'expense',
'product_id': self.company_data['product_order_cost'].id,
'total_amount': self.company_data['product_order_cost'].list_price,
'employee_id': self.expense_employee.id,
'analytic_distribution': {project.account_id.id: 100},
'sale_order_id': sale_order.id,
})
expense_sheet_vals_list = expense._get_default_expense_sheet_values()
expense_sheet = self.env['hr.expense.sheet'].create(expense_sheet_vals_list)
expense_sheet.action_submit_sheet()
expense_sheet.action_approve_expense_sheets()
expense_sheet.action_sheet_move_post()
invoice = sale_order._create_invoices()
invoice.action_post()
sale_items = project.sudo()._get_sale_order_items()
domain = [
('order_id', 'in', sale_items.order_id.ids),
'|',
'|',
('project_id', 'in', project.ids),
('project_id', '=', False),
('id', 'in', sale_items.ids),
]
revenue_items_from_sol = project._get_revenues_items_from_sol(domain, False)
expense_profitability = project._get_expenses_profitability_items(False)
project_profitability = project._get_profitability_items(False)
# invoice linked to the expense should not be included in the revenues
self.assertDictEqual(
project_profitability.get('revenues', {}),
{
'data': [expense_profitability['revenues'], revenue_items_from_sol['data'][0]],
'total': {'invoiced': expense_profitability['revenues']['invoiced'] + revenue_items_from_sol['total']['invoiced'], 'to_invoice': expense_profitability['revenues']['to_invoice'] + revenue_items_from_sol['total']['to_invoice']},
},
)
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