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Ernad Husremovic 2026-03-09 09:30:07 +01:00
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odoo-bringout-oca-ocb-spreadsheet_account/spreadsheet_account/tests/test_partner_balance.py Normal file
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from odoo import Command
from odoo.tests import tagged
from odoo.addons.account.tests.common import AccountTestInvoicingCommon
@tagged('post_install', '-at_install')
class SpreadsheetAccountingFunctionsTest(AccountTestInvoicingCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.move_22 = cls.env['account.move'].create(
{
'company_id': cls.company_data['company'].id,
'move_type': 'entry',
'date': '2022-02-02',
'partner_id': cls.partner_a.id,
'line_ids': [
Command.create(
{
'name': "line_debit_22",
'account_id': cls.company_data['default_account_receivable'].id,
'debit': 1500,
'company_id': cls.company_data['company'].id,
},
),
Command.create(
{
'name': "line_credit_22",
'account_id': cls.company_data['default_account_revenue'].id,
'credit': 1500,
'company_id': cls.company_data['company'].id,
},
),
],
}
)
cls.move_23 = cls.env['account.move'].create(
{
'company_id': cls.company_data['company'].id,
'move_type': 'entry',
'date': '2023-02-02',
'partner_id': cls.partner_a.id,
'line_ids': [
Command.create(
{
'name': "line_debit_23",
'account_id': cls.company_data['default_account_expense'].id,
'debit': 2500,
'company_id': cls.company_data['company'].id,
},
),
Command.create(
{
'name': "line_credit_23",
'account_id': cls.company_data['default_account_payable'].id,
'credit': 2500,
'company_id': cls.company_data['company'].id,
},
),
],
}
)
cls.move_23_partner_b = cls.move_23.copy({'partner_id': cls.partner_b.id})
def test_partner_balance_empty_params(self):
self.assertEqual(self.env['account.account'].spreadsheet_fetch_partner_balance([]), [])
def test_partner_balance_no_account_codes(self):
''' Tests that when no account codes are provided, we are returned the residual
amount for the receivable and payable accounts.
'''
(self.move_22 + self.move_23).action_post()
partner_balance = self.env['account.account'].spreadsheet_fetch_partner_balance([
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [],
'company_id': None,
'include_unposted': False,
},
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [self.company_data['default_account_receivable'].code],
'company_id': None,
'include_unposted': False,
}
])
self.assertEqual(partner_balance, [{'balance': 1500 - 2500}, {'balance': 1500}])
def test_partner_balance_yearly(self):
''' Test that only moves in the given year are returned when performing a yearly filtering. '''
partner_balance = self.env['account.account'].spreadsheet_fetch_partner_balance([
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'year',
'year': 2022,
},
'codes': [],
'company_id': None,
'include_unposted': True,
}
])
self.assertEqual(partner_balance, [{'balance': 1500}])
def test_partner_balance_quarterly(self):
''' Test that only moves in the given quarter are returned when performing a quarterly filtering. '''
partner_balance = self.env['account.account'].spreadsheet_fetch_partner_balance([
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'quarter',
'year': 2022,
'quarter': 4,
},
'codes': [],
'company_id': None,
'include_unposted': True,
},
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'quarter',
'year': 2023,
'quarter': 1,
},
'codes': [],
'company_id': None,
'include_unposted': True,
}
])
self.assertEqual(partner_balance, [{'balance': 1500}, {'balance': 1500 - 2500}])
def test_partner_balance_daily(self):
''' Test that only moves in the given day are returned when performing a daily filtering. '''
partner_balance = self.env['account.account'].spreadsheet_fetch_partner_balance([
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'day',
'year': 2022,
'month': 2,
'day': 1,
},
'codes': [],
'company_id': None,
'include_unposted': True,
},
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'day',
'year': 2022,
'month': 2,
'day': 2,
},
'codes': [],
'company_id': None,
'include_unposted': True,
}
])
self.assertEqual(partner_balance, [{'balance': 0.0}, {'balance': 1500}])
def test_partner_balance_posted_filter(self):
partner_balance = self.env['account.account'].spreadsheet_fetch_partner_balance([
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [],
'company_id': None,
'include_unposted': False,
}
])
self.assertEqual(partner_balance, [{'balance': 0.0}])
self.move_23.action_post()
partner_balance = self.env['account.account'].spreadsheet_fetch_partner_balance([
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [],
'company_id': None,
'include_unposted': False,
}
])
self.assertNotEqual(partner_balance, [{'balance': 2500}])
def test_partner_filter(self):
partner_balance = self.env['account.account'].spreadsheet_fetch_partner_balance([
{
'partner_ids': [self.move_23.partner_id.id],
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [],
'company_id': None,
'include_unposted': True,
},
{
'partner_ids': [self.move_23_partner_b.partner_id.id],
'date_range': {
'range_type': 'year',
'year': 2023,
},
'codes': [],
'company_id': None,
'include_unposted': True,
},
])
self.assertNotEqual(partner_balance, [{'balance': 1500 + 2500}, {'balance': 2500}])