oca-ocb-sale/odoo-bringout-oca-ocb-sale_project/sale_project/tests/test_sale_project.py
Ernad Husremovic 73afc09215 19.0 vanilla
2026-03-09 09:32:12 +01:00

1930 lines
92 KiB
Python

# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import Command
from odoo.fields import Datetime
from odoo.tests import Form, new_test_user, tagged
from odoo.exceptions import UserError
from .common import TestSaleProjectCommon
@tagged('post_install', '-at_install')
class TestSaleProject(TestSaleProjectCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.project_plan, _other_plans = cls.env['account.analytic.plan']._get_all_plans()
cls.analytic_plan = cls.env['account.analytic.plan'].create({
'name': 'Plan Test',
})
cls.analytic_account_sale = cls.env['account.analytic.account'].create({
'name': 'Project for selling timesheet - AA',
'plan_id': cls.analytic_plan.id,
'code': 'AA-2030'
})
cls.analytic_account = cls.env['account.analytic.account'].create({
'name': 'Main AA of Project',
'plan_id': cls.project_plan.id,
})
# Create projects
cls.project_global = cls.env['project.project'].create({
'name': 'Global Project',
'account_id': cls.analytic_account.id,
cls.analytic_plan._column_name(): cls.analytic_account_sale.id,
'allow_billable': True,
})
cls.project_template = cls.env['project.project'].create({
'name': 'Project TEMPLATE for services',
})
cls.project_template_state = cls.env['project.task.type'].create({
'name': 'Only stage in project template',
'sequence': 1,
'project_ids': [(4, cls.project_template.id)]
})
cls.task_template = cls.env['project.task'].create({
'name': 'test task template',
'project_id': cls.project_template.id,
'is_template': True,
})
# Create service products
uom_hour = cls.env.ref('uom.product_uom_hour')
cls.product_order_service1 = cls.env['product.product'].create({
'name': "Service Ordered, create no task",
'standard_price': 11,
'list_price': 13,
'type': 'service',
'invoice_policy': 'order',
'uom_id': uom_hour.id,
'default_code': 'SERV-ORDERED1',
'service_tracking': 'no',
'project_id': False,
})
cls.product_order_service2 = cls.env['product.product'].create({
'name': "Service Ordered, create task in global project",
'standard_price': 30,
'list_price': 90,
'type': 'service',
'invoice_policy': 'order',
'uom_id': uom_hour.id,
'default_code': 'SERV-ORDERED2',
'service_tracking': 'task_global_project',
'project_id': cls.project_global.id,
})
cls.product_order_service3 = cls.env['product.product'].create({
'name': "Service Ordered, create task in new project",
'standard_price': 10,
'list_price': 20,
'type': 'service',
'invoice_policy': 'order',
'uom_id': uom_hour.id,
'default_code': 'SERV-ORDERED3',
'service_tracking': 'task_in_project',
'project_id': False, # will create a project
})
cls.product_order_service4 = cls.env['product.product'].create({
'name': "Service Ordered, create project only",
'standard_price': 15,
'list_price': 30,
'type': 'service',
'invoice_policy': 'order',
'uom_id': uom_hour.id,
'default_code': 'SERV-ORDERED4',
'service_tracking': 'project_only',
'project_id': False,
})
# Create partner
cls.partner = cls.env['res.partner'].create({'name': "Mur en béton"})
# Create additional analytic plans at setup to avoid adding fields in project.project between tests
cls.analytic_plan_1 = cls.env['account.analytic.plan'].create({'name': 'Sale Project Plan 1'})
cls.analytic_plan_2 = cls.env['account.analytic.plan'].create({'name': 'Sale Project Plan 2'})
cls.analytic_account_1 = cls.env['account.analytic.account'].create({
'name': 'Analytic Account - Plan 1',
'plan_id': cls.analytic_plan_1.id,
})
cls.analytic_account_2 = cls.env['account.analytic.account'].create({
'name': 'Analytic Account - Plan 2',
'plan_id': cls.analytic_plan_2.id,
})
def test_sale_order_with_project_task(self):
SaleOrder = self.env['sale.order'].with_context(tracking_disable=True)
SaleOrderLine = self.env['sale.order.line'].with_context(tracking_disable=True)
sale_order = SaleOrder.create({
'partner_id': self.partner.id,
'partner_invoice_id': self.partner.id,
'partner_shipping_id': self.partner.id,
})
so_line_order_no_task = SaleOrderLine.create({
'product_id': self.product_order_service1.id,
'product_uom_qty': 10,
'order_id': sale_order.id,
})
so_line_order_task_in_global = SaleOrderLine.create({
'name': f"{self.product_order_service2.display_name}\nDescription for global task.",
'product_id': self.product_order_service2.id,
'product_uom_qty': 10,
'order_id': sale_order.id,
})
self.product_order_service3.description_sale = "Task in New Project"
so_line_order_new_task_new_project = SaleOrderLine.create({
'name': f"{self.product_order_service3.display_name}\nDescription for new project task.",
'product_id': self.product_order_service3.id,
'product_uom_qty': 10,
'order_id': sale_order.id,
})
so_line_order_new_task_new_project2 = SaleOrderLine.create({
'product_id': self.product_order_service3.id,
'product_uom_qty': 10,
'order_id': sale_order.id,
})
so_line_order_only_project = SaleOrderLine.create({
'product_id': self.product_order_service4.id,
'product_uom_qty': 10,
'order_id': sale_order.id,
})
sale_order.action_confirm()
# service_tracking 'no'
self.assertFalse(so_line_order_no_task.project_id, "The project should not be linked to no task product")
self.assertFalse(so_line_order_no_task.task_id, "The task should not be linked to no task product")
# service_tracking 'task_global_project'
self.assertFalse(so_line_order_task_in_global.project_id, "Only task should be created, project should not be linked")
self.assertEqual(self.project_global.tasks.sale_line_id, so_line_order_task_in_global, "Global project's task should be linked to so line")
self.assertEqual(
so_line_order_task_in_global.task_id.name,
f"{sale_order.name} - Description for global task.",
"Task name in global project should include SO name and the single-line SOL description.",
)
self.assertFalse(
so_line_order_task_in_global.task_id.description,
"Task description should be empty for single-line SOL descriptions."
)
# service_tracking 'task_in_project'
self.assertTrue(so_line_order_new_task_new_project.project_id, "Sales order line should be linked to newly created project")
self.assertTrue(so_line_order_new_task_new_project.task_id, "Sales order line should be linked to newly created task")
self.assertEqual(
so_line_order_new_task_new_project.task_id.name,
"Description for new project task.",
"Task name should be the single-line SOL description.",
)
self.assertFalse(
so_line_order_new_task_new_project.task_id.description,
"Task description should be empty for single-line SOL descriptions."
)
self.assertEqual(
so_line_order_new_task_new_project2.task_id.name,
self.product_order_service3.description_sale,
"Task name should be the product's default sales description."
)
# service_tracking 'project_only'
self.assertFalse(so_line_order_only_project.task_id, "Task should not be created")
self.assertTrue(so_line_order_only_project.project_id, "Sales order line should be linked to newly created project")
self.assertEqual(self.env['sale.order'].search([('tasks_ids', 'in', so_line_order_new_task_new_project.task_id.ids)]), sale_order)
self.assertEqual(self.env['sale.order'].search([('tasks_ids', '=', so_line_order_new_task_new_project.task_id.id)]), sale_order)
self.assertEqual(self.env['sale.order'].search([('tasks_ids.project_id', '=', so_line_order_new_task_new_project.project_id.id)]), sale_order)
self.assertEqual(self.project_global._get_sale_order_items(), self.project_global.sale_line_id | self.project_global.tasks.sale_line_id, 'The _get_sale_order_items should returns all the SOLs linked to the project and its active tasks.')
sale_order_2 = SaleOrder.create({
'partner_id': self.partner.id,
'partner_invoice_id': self.partner.id,
'partner_shipping_id': self.partner.id,
})
sale_line_1_order_2 = SaleOrderLine.create({
'product_id': self.product_order_service1.id,
'product_uom_qty': 10,
'price_unit': self.product_order_service1.list_price,
'order_id': sale_order_2.id,
})
section_sale_line_order_2 = SaleOrderLine.create({
'display_type': 'line_section',
'name': 'Test Section',
'order_id': sale_order_2.id,
})
note_sale_line_order_2 = SaleOrderLine.create({
'display_type': 'line_note',
'name': 'Test Note',
'order_id': sale_order_2.id,
})
sale_order_2.action_confirm()
task = self.env['project.task'].create({
'name': 'Task',
'sale_line_id': sale_line_1_order_2.id,
'project_id': self.project_global.id,
})
self.assertEqual(task.sale_line_id, sale_line_1_order_2)
self.assertIn(task.sale_line_id, self.project_global._get_sale_order_items())
self.assertEqual(self.project_global._get_sale_orders(), sale_order | sale_order_2)
sale_order_lines = sale_order.order_line + sale_line_1_order_2 # exclude the Section and Note Sales Order Items
sale_items_data = self.project_global.get_sale_items_data(limit=5, with_action=False, section_id='billable_fixed')
expected_sale_line_dict = {
sol_read['id']: sol_read
for sol_read in sale_order_lines._read_format(
['display_name', 'product_uom_qty', 'qty_delivered', 'qty_invoiced', 'product_uom_id', 'product_id'])
}
actual_sol_ids = []
for line in sale_items_data['sol_items']:
sol_id = line['id']
actual_sol_ids.append(sol_id)
self.assertIn(sol_id, expected_sale_line_dict)
self.assertDictEqual(line, expected_sale_line_dict[sol_id])
self.assertNotIn(section_sale_line_order_2.id, actual_sol_ids, 'The section Sales Order Item should not be takken into account in the Sales section of project.')
self.assertNotIn(note_sale_line_order_2.id, actual_sol_ids, 'The note Sales Order Item should not be takken into account in the Sales section of project.')
def test_sol_product_type_update(self):
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.product_order_service3.type = 'consu'
sale_order_line = self.env['sale.order.line'].create({
'order_id': sale_order.id,
'name': self.product_order_service3.name,
'product_id': self.product_order_service3.id,
'product_uom_qty': 5,
'price_unit': self.product_order_service3.list_price
})
self.assertFalse(sale_order_line.is_service, "As the product is consumable, the SOL should not be a service")
self.product_order_service3.type = 'service'
self.assertTrue(sale_order_line.is_service, "As the product is a service, the SOL should be a service")
def test_cancel_so_linked_to_project(self):
""" Test that cancelling a SO linked to a project will not raise an error """
# Ensure user don't have edit right access to the project
group_sale_manager = self.env.ref('sales_team.group_sale_manager')
group_project_user = self.env.ref('project.group_project_user')
self.env.user.write({'group_ids': [(6, 0, [group_sale_manager.id, group_project_user.id])]})
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,
})
sale_order_line = self.env['sale.order.line'].create({
'name': self.product_order_service2.name,
'product_id': self.product_order_service2.id,
'order_id': sale_order.id,
})
self.assertFalse(self.project_global.tasks.sale_line_id, "The project tasks should not be linked to the SOL")
sale_order.action_confirm()
self.assertEqual(self.project_global.tasks.sale_line_id.id, sale_order_line.id, "The project tasks should be linked to the SOL from the SO")
#use of sudo() since the env.user does not have the access right to edit projects.
self.project_global.sudo().sale_line_id = sale_order_line
sale_order.action_cancel()
def test_links_with_sale_order_line(self):
"""
Check that the subtasks are linked to the correct sale order line.
"""
product_A, product_B, product_C = self.env['product.product'].create([
{
'name': 'product_A',
'lst_price': 100.0,
'type': 'service',
'service_tracking': 'task_in_project',
},
{
'name': 'product_B',
'lst_price': 100.0,
'type': 'service',
'service_tracking': 'task_in_project',
},
{
'name': 'product_C',
'lst_price': 100.0,
'type': 'service',
'service_tracking': 'task_in_project',
},
])
sale_order_first, sale_order_second = self.env['sale.order'].create([
{
'partner_id': self.partner.id,
'order_line': [
Command.create({'product_id': product_A.id}),
Command.create({'product_id': product_B.id}),
]
},
{
'partner_id': self.partner.id,
'order_line': [
Command.create({'product_id': product_C.id}),
]
}
])
(sale_order_first + sale_order_second).action_confirm()
sale_order_line_A = sale_order_first.order_line.filtered(lambda sol: sol.product_id == product_A)
sale_order_line_B = sale_order_first.order_line - sale_order_line_A
sale_order_line_C = sale_order_second.order_line
project_first = sale_order_first.project_ids
project_second = sale_order_second.project_ids
task_A = sale_order_first.tasks_ids.filtered(lambda task: task.sale_line_id == sale_order_line_A)
task_B = sale_order_first.tasks_ids - task_A
task_C = sale_order_second.tasks_ids
# [CASE 1] Parent in the same project --> use parent's sale order line
task_A.write({
'child_ids': [
Command.create({'name': 'Sub A in first project', 'project_id': project_first.id}),
]
})
task_B.write({
'child_ids': [
Command.create({'name': 'Sub B in first project', 'project_id': project_first.id}),
]
})
task_C.write({
'child_ids': [
Command.create({'name': 'Sub C in second project', 'project_id': project_second.id}),
]
})
self.assertEqual(task_A.child_ids.sale_line_id, sale_order_line_A)
self.assertEqual(task_B.child_ids.sale_line_id, sale_order_line_B)
self.assertEqual(task_C.child_ids.sale_line_id, sale_order_line_C)
# [CASE 2] Parent in an other project --> use parent's sale_order line
task_B.write({
'child_ids': [
Command.create({'name': 'Sub B in second project', 'project_id': project_second.id}),
]
})
sub_B_second = task_B.child_ids.filtered(lambda sub: sub.name == 'Sub B in second project')
self.assertEqual(sub_B_second.sale_line_id, sale_order_line_B)
# [CASE 3] Without parent --> use sale order line of the project
task_D = self.env['project.task'].create({
'name': 'Task D',
'project_id': project_first.id,
})
self.assertEqual(task_D.sale_line_id, project_first.sale_line_id)
def test_compute_project_and_task_button(self):
"""
Ensures that when a sale order has at least one sol with a service product whose service-policy is either delivered on milestone or ordered prepaid, then the
show_create_project_button is set to True. If the sale order also has one project linked to it, then the show_project_and_task_button should be True, and the show_create_button
should be updated to False
"""
sale_order_1 = 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,
})
sale_order_2 = sale_order_1.copy()
sale_order_3 = sale_order_1.copy()
(sale_order_1 | sale_order_2 | sale_order_3).action_confirm()
# consumable product, manual service product
self.env['sale.order.line'].create([{
'product_id': self.product_consumable.id,
'order_id': sale_order_1.id,
}])
self.assertFalse(sale_order_1.show_project_button, "There is no project on the sale order, the button should be hidden")
# add a milestone product
line_delivered_milestone = self.env['sale.order.line'].create({
'product_id': self.product_service_delivered_milestone.id,
'order_id': sale_order_1.id,
})
# the user does not have project creation right
user_wrong_group = new_test_user(self.env, groups='sales_team.group_sale_manager,project.group_project_user', login='wendy', name='wendy')
sale_order_1.with_user(user_wrong_group)._compute_show_project_and_task_button()
self.assertFalse(sale_order_1.show_create_project_button, "The user does not have the right to create a new project, the button should be hidden")
self.assertFalse(sale_order_1.show_project_button, "There is no project on the sale order, the button should be hidden")
# the user has project creation right
sale_order_1._compute_show_project_and_task_button()
self.assertTrue(sale_order_1.show_create_project_button, "There is a product service with the service_policy set on 'delivered on milestone' on the sale order, the button should be displayed")
self.assertFalse(sale_order_1.show_project_button, "There is no project on the sale order, the button should be hidden")
# add a project to the SO
line_delivered_milestone.project_id = self.project_global
sale_order_1._compute_show_project_and_task_button()
self.assertFalse(sale_order_1.show_create_project_button, "There is a product service with the service_policy set on 'delivered on milestone' and a project on the sale order, the button should be hidden")
self.assertTrue(sale_order_1.show_project_button, "There is a product service with the service_policy set on 'delivered on milestone' and a project on the sale order, the button should be displayed")
# add an ordered_prepaid service product
line_prepaid = self.env['sale.order.line'].create({
'product_id': self.product_service_ordered_prepaid.id,
'order_id': sale_order_2.id,
})
sale_order_2._compute_show_project_and_task_button()
self.assertTrue(sale_order_2.show_create_project_button, "There is a product service with the service_policy set on 'ordered_prepaid' on the sale order, the button should be displayed")
self.assertFalse(sale_order_2.show_project_button, "There is no project on the sale order, the button should be hidden")
# create a new task, whose sale order item is a sol of the SO
task = self.env['project.task'].create({
'name': 'Test Task',
'project_id': self.project_global.id,
'sale_line_id': line_prepaid.id,
})
sale_order_2._compute_tasks_ids()
sale_order_2._compute_show_project_and_task_button()
self.assertTrue(sale_order_2.show_create_project_button, "There is a product service with the service_policy set on 'ordered_prepaid' on the sale order, the button should be displayed")
self.assertFalse(sale_order_2.show_project_button, "There is no project on the sale order, the button should be hidden")
self.assertEqual(sale_order_2.tasks_ids, task)
task.action_convert_to_template()
sale_order_2._compute_tasks_ids()
sale_order_2._compute_show_project_and_task_button()
self.assertFalse(sale_order_2.show_project_button, 'The button should no longer be visible since no tasks are linked to the SO.')
self.assertFalse(sale_order_2.tasks_ids, 'No tasks should be linked to the SO since the task has been converted into a template.')
# add a manual service product
self.env['sale.order.line'].create({
'product_id': self.product_service_delivered_manual.id,
'order_id': sale_order_3.id,
})
sale_order_3._compute_show_project_and_task_button()
self.assertTrue(sale_order_3.show_create_project_button, "There is a product service with the service_policy set on 'manual' on the sale order, the button should be displayed")
self.assertFalse(sale_order_3.show_project_button, "There is no project on the sale order, the button should be hidden")
def test_create_task_from_template_line(self):
"""
When we add an SOL from a template that is a service that has a service_policy that will generate a task,
even if default_task_id is present in the context, a new task should be created when confirming the SO.
"""
default_task = self.env['project.task'].with_context(tracking_disable=True).create({
'name': 'Task',
'project_id': self.project_global.id
})
sale_order = self.env['sale.order'].with_context(tracking_disable=True, default_task_id=default_task.id).create({
'partner_id': self.partner.id,
})
quotation_template = self.env['sale.order.template'].create({
'name': 'Test quotation',
})
quotation_template.write({
'sale_order_template_line_ids': [
Command.set(
self.env['sale.order.template.line'].create([{
'name': self.product_order_service2.display_name,
'sale_order_template_id': quotation_template.id,
'product_id': self.product_order_service2.id,
}, {
'name': self.product_order_service3.display_name,
'sale_order_template_id': quotation_template.id,
'product_id': self.product_order_service3.id,
}]).ids
)
]
})
sale_order.with_context(default_task_id=default_task.id).write({
'sale_order_template_id': quotation_template.id,
})
sale_order.with_context(default_task_id=default_task.id)._onchange_sale_order_template_id()
self.assertFalse(sale_order.order_line.mapped('task_id'),
"SOL should have no related tasks, because they are from services that generates a task")
sale_order.action_confirm()
self.assertEqual(sale_order.tasks_count, 2, "SO should have 2 related tasks")
self.assertNotIn(default_task, sale_order.tasks_ids, "SO should link to the default task from the context")
def test_project_creation_on_so_confirm_with_account(self):
# Ensures that the company of the account of the SO is propagated to the 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,
})
analytic_account_company = self.env['account.analytic.account'].create({
'name': 'Account with company',
'plan_id': self.analytic_plan.id,
'company_id': self.env.company.id,
})
analytic_plan_name = self.analytic_plan._column_name()
project = self.env['project.project'].create({
'name': 'SO Project',
analytic_plan_name: analytic_account_company.id,
})
sale_order.project_id = project
self.env['sale.order.line'].create({
'name': self.product_order_service2.name,
'product_id': self.product_order_service3.id,
'order_id': sale_order.id,
})
self.assertTrue(sale_order.project_id[analytic_plan_name], "The SO should have an analytic account before it is confirmed.")
sale_order.action_confirm()
self.assertEqual(self.env.company, sale_order.project_id[analytic_plan_name].company_id, "The company of the account should be the company of the SO.")
self.assertEqual(sale_order.project_id[analytic_plan_name], sale_order.project_ids[analytic_plan_name], "The project created for the SO and the project of the SO should have the same account.")
self.assertEqual(self.env.company, sale_order.project_ids.company_id, "The project created for the SO should have the same company as its account.")
def test_project_creation_on_so_with_manual_analytic(self):
""" Tests the interaction between manually added analytic account (of a plan other than projects), distribution
model accounts and the project account created when SO is confirmed.
"""
self.env['account.analytic.distribution.model'].create({
'partner_id': self.partner.id,
'analytic_distribution': {self.analytic_account_1.id: 100},
'company_id': self.company.id,
})
analytic_distribution_manual = {str(self.analytic_account_sale.id): 100}
sale_order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'partner_invoice_id': self.partner.id,
'partner_shipping_id': self.partner.id,
'order_line': [
Command.create({
'product_id': self.product_order_service3.id,
}),
],
})
sale_order.order_line.analytic_distribution = {**sale_order.order_line.analytic_distribution, **analytic_distribution_manual}
sale_order.action_confirm()
# All accounts (manually added, from distribution model and project account) are in the line after confirmation
expected_analytic_distribution = {
f"{self.analytic_account_sale.id},{sale_order.project_id.account_id.id}": 100,
f"{self.analytic_account_1.id},{sale_order.project_id.account_id.id}": 100,
}
self.assertEqual(sale_order.order_line.analytic_distribution, expected_analytic_distribution)
def test_project_on_sol_with_analytic_distribution_model(self):
""" If a line has a distribution coming from an analytic distribution model, and the sale order has a project,
both the project account and the accounts from the ADM should still be in the line after confirmation.
The Project account should appear on all lines if there are several Analytic Distribution Models applying.
"""
# We create one distribution model with two accounts in one line, based on product
# and a second model with a different plan, based on partner
distribution_model_product = self.env['account.analytic.distribution.model'].create({
'product_id': self.product_a.id,
'analytic_distribution': {','.join([str(self.analytic_account_1.id), str(self.analytic_account_2.id)]): 100},
'company_id': self.company.id,
})
distribution_model_partner = self.env['account.analytic.distribution.model'].create({
'partner_id': self.partner.id,
'analytic_distribution': {self.analytic_account_sale.id: 100},
'company_id': self.company.id,
})
project = self.env['project.project'].create({
'name': 'Project Test',
'account_id': self.analytic_account.id,
'allow_billable': True,
})
sale_order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'partner_invoice_id': self.partner.id,
'partner_shipping_id': self.partner.id,
'project_id': project.id,
'order_line': [
Command.create({'product_id': self.product_a.id}),
],
})
expected_analytic_distribution = {
f"{self.analytic_account_1.id},{self.analytic_account_2.id},{project.account_id.id}": 100,
f"{self.analytic_account_sale.id},{project.account_id.id}": 100,
}
self.assertEqual(sale_order.order_line.analytic_distribution, expected_analytic_distribution)
# If the project is removed from the SO, only the analytic distribution is still in the line
sale_order.project_id = None
self.assertEqual(
sale_order.order_line.analytic_distribution,
distribution_model_product.analytic_distribution | distribution_model_partner.analytic_distribution
)
# If project is added and the SO is confirmed, both analytic distributions are in the line
sale_order.project_id = project
sale_order.action_confirm()
self.assertEqual(sale_order.order_line.analytic_distribution, expected_analytic_distribution)
def test_exclude_archived_projects_in_stat_btn_related_view(self):
"""Checks if the project stat-button action includes both archived and active projects."""
# Setup
project_A = self.env['project.project'].create({'name': 'Project_A'})
project_B = self.env['project.project'].create({'name': 'Project_B'})
product_A = self.env['product.product'].create({
'name': 'product A',
'list_price': 1.0,
'type': 'service',
'service_tracking': 'task_global_project',
'project_id':project_A.id,
})
product_B = self.env['product.product'].create({
'name': 'product B',
'list_price': 2.0,
'type': 'service',
'service_tracking': 'task_global_project',
'project_id':project_B.id,
})
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,
})
SaleOrderLine = self.env['sale.order.line'].with_context(tracking_disable=True)
SaleOrderLine.create({
'name': product_A.name,
'product_id': product_A.id,
'product_uom_qty': 10,
'price_unit': product_A.list_price,
'order_id': sale_order.id,
})
SaleOrderLine.create({
'name': product_B.name,
'product_id': product_B.id,
'product_uom_qty': 10,
'price_unit': product_B.list_price,
'order_id': sale_order.id,
})
sale_order._action_confirm()
def get_project_ids_from_action_domain(action):
for el in action['domain']:
if len(el) == 3 and el[0] == 'id' and el[1] == 'in':
domain_proj_ids = el[2]
break
else:
raise Exception(f"Couldn't find projects ids in the following action domain: {action['domain']}")
return domain_proj_ids
# Check if button action includes both projects BEFORE archivization
action = sale_order.action_view_project_ids()
self.assertEqual(len(get_project_ids_from_action_domain(action)), 2, "Domain should contain 2 projects.")
self.assertEqual(sale_order.project_count, 2, "Expected 2 projects linked to the sale order.")
# Check if button action includes both projects AFTER archivization
project_B.write({'active': False})
sale_order._compute_project_ids()
self.assertEqual(sale_order.project_count, 1, "Expected 1 project linked to the sale order.")
action = sale_order.action_view_project_ids()
self.assertEqual(
action['xml_id'],
'project.act_project_project_2_project_task_all',
"xml_id mismatch: expected 'project.act_project_project_2_project_task_all', got %s" % action['xml_id']
)
self.assertEqual(
action['type'],
'ir.actions.act_window',
"type mismatch: expected 'ir.actions.act_window', got %s" % action['type']
)
self.assertEqual(
action['res_model'],
'project.task',
"res_model mismatch: expected 'project.task', got %s" % action['res_model']
)
def test_sale_order_line_view_form_editable(self):
""" Check the behavior of the form view editable of `sale.order.line` introduced in that module
Test Case:
=========
1. create SO to use it as default_order_id when the SOL will be created by the editable form
2. open form view of `sale.order.line` to create and edit a SOL
3. create on the fly a product and check default values of that product
3.1. type should be "service"
3.2. service_policy should be "ordered_prepaid" (Prepaid/Fixed Price)
4. check if the qty_delivered is editable
4.1. if sale_timesheet is installed then the field should be readonly otherwise editable
5. change the product set on the SOL form view to service product with invoice policy to 'delivered_milestones'
6. check if the qty_delivered field is readonly
7. change the product set on the SOL form view to service product with invoice policy to 'ordered_prepaid'
8. check if the qty_delivered is editable
8.1. if sale_timesheet is installed then the field should be readonly otherwise editable
9. change the product set on the SOL form view to service product with invoice policy to 'delivered_manual'
10. check if the qty_delivered is editable
"""
so = self.env['sale.order'].create({
'partner_id': self.partner.id,
})
so.action_confirm()
SaleOrderLine = self.env['sale.order.line'].with_context(default_order_id=so.id)
self.assertEqual(self.product_service_ordered_prepaid.service_policy, 'ordered_prepaid')
self.assertEqual(self.product_service_delivered_milestone.service_policy, 'delivered_milestones')
self.assertEqual(self.product_service_delivered_manual.service_policy, 'delivered_manual')
with Form(SaleOrderLine, 'sale_project.sale_order_line_view_form_editable') as sol_form:
product_context = sol_form._get_context('product_id')
product = sol_form.product_id.with_context(product_context).new({
'name': 'Test product',
})
self.assertEqual(product.type, 'service')
self.assertEqual(product.type, 'service')
self.assertEqual(product.service_policy, 'ordered_prepaid')
sol_form.product_id = product
is_readonly = product.service_type != 'manual'
self.assertEqual(sol_form._get_modifier('qty_delivered', 'readonly'), is_readonly)
if is_readonly:
self.assertEqual(sol_form.qty_delivered_method, 'timesheet')
self.assertEqual(sol_form.qty_delivered, 0, 'quantity delivered is readonly')
else:
sol_form.qty_delivered = 1
self.assertEqual(sol_form.qty_delivered_method, 'manual')
self.assertEqual(sol_form.qty_delivered, 1, 'quantity delivered is editable')
sol_form.qty_delivered = 0 # reset for the next test case
sol_form.product_id = self.product_service_delivered_milestone
self.assertTrue(sol_form._get_modifier('qty_delivered', 'readonly'))
self.assertEqual(sol_form.qty_delivered_method, 'milestones')
sol_form.product_id = self.product_service_ordered_prepaid
is_readonly = self.product_service_ordered_prepaid.service_type != 'manual'
self.assertEqual(sol_form._get_modifier('qty_delivered', 'readonly'), is_readonly)
if is_readonly: # then sale_timesheet module installed
self.assertEqual(sol_form.qty_delivered_method, 'timesheet')
self.assertEqual(sol_form.qty_delivered, 0, 'quantity delivered is readonly')
else:
sol_form.qty_delivered = 1
self.assertEqual(sol_form.qty_delivered_method, 'manual')
self.assertEqual(sol_form.qty_delivered, 1, 'quantity delivered is editable')
sol_form.qty_delivered = 0 # reset for the next test case
sol_form.product_id = self.product_service_delivered_manual
self.assertFalse(sol_form._get_modifier('qty_delivered', 'readonly'))
sol_form.qty_delivered = 1
self.assertEqual(sol_form.qty_delivered_method, 'manual')
self.assertEqual(sol_form.qty_delivered, 1, 'quantity delivered is editable')
def test_generated_project_stages(self):
""" This test checks that when a project is created on SO confirmation, the following stages are automatically
generated for the new project (assuming there is no project template set on the product):
- To Do
- In Progress
- Done
- Cancelled
"""
sale_order = self.env['sale.order'].with_context(mail_notrack=True, mail_create_nolog=True).create({
'partner_id': self.partner.id,
})
product = self.env['product.product'].create({
'name': "Service with template",
'standard_price': 10,
'list_price': 20,
'type': 'service',
'invoice_policy': 'order',
'uom_id': self.uom_hour.id,
'default_code': 'c1',
'service_tracking': 'task_in_project',
'project_id': False, # will create a project,
'project_template_id': False, # no project template
})
sale_order_line = self.env['sale.order.line'].create({
'order_id': sale_order.id,
'name': product.name,
'product_id': product.id,
'product_uom_qty': 10,
'price_unit': product.list_price,
})
names = ['To Do', 'In Progress', 'Done', 'Cancelled']
project = sale_order_line._timesheet_create_project()
self.assertEqual(names, project.type_ids.mapped('name'), "The project stages' name should be equal to: %s" % names)
def test_sale_order_items_of_the_project_status(self):
"""
Checks that the sale order items appearing in the project status display every
sale.order.line referrencing a product ignores the notes and sections
"""
project = self.env['project.project'].create({
'name': 'Project X',
'partner_id': self.partner.id,
'allow_billable': True,
})
sale_order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({
'product_id': self.product_order_service1.id,
'product_uom_qty': 1,
}),
Command.create({
'name': "Section",
'display_type': "line_section",
}),
Command.create({
'name': "notes",
'display_type': "line_section",
}),
Command.create({
'product_id': self.product_a.id,
'product_uom_qty': 1,
}),
],
'project_id': project.id,
})
relevant_sale_order_lines = sale_order.order_line.filtered(lambda sol: sol.product_id)
reported_sale_order_lines = self.env['sale.order.line'].search(project.action_view_sols()['domain'])
self.assertEqual(project.sale_order_line_count, 2)
self.assertEqual(relevant_sale_order_lines, reported_sale_order_lines)
def test_project_tasks_active_on_so_confirm(self):
""" Test if project and task are well unarchived when a SO with a service product using a project template
is confirmed.
"""
# Create archived Project template with one task
self.archived_project_template = self.env['project.project'].create({
'name': 'Archived project template',
'allow_billable': True,
})
self.archived_project_template_task = self.env['project.task'].create({
'name': 'Task 1',
'project_id': self.archived_project_template.id,
})
self.archived_project_template.active = False
# Create service product using the project template
service_with_project_template = self.env['product.product'].create({
'name': 'Service with archived project template',
'type': 'service',
'invoice_policy': 'order',
'service_tracking': 'task_in_project',
'project_template_id': self.archived_project_template.id,
})
# Create SO with the service product
sale_order = self.env['sale.order'].create({'partner_id': self.partner.id})
self.env['sale.order.line'].create({
'product_id': service_with_project_template.id,
'order_id': sale_order.id,
})
self.assertFalse(len(sale_order.project_ids), "The SO should not have linked project before it is confirmed.")
sale_order.action_confirm()
self.assertEqual(len(sale_order.project_ids), 1, "The SO should have created project after it is confirmed.")
self.assertTrue(sale_order.project_ids.active, "The project should be active when SO is confirmed.")
self.assertTrue(all(sale_order.project_ids.with_context(active_test=False).tasks.mapped('active')), "All tasks should be unarchived for the project created when SO is confirmed.")
def test_sale_order_with_project_task_from_multi_companies(self):
uom_hour = self.env.ref("uom.product_uom_hour")
will_smith = self.env["res.partner"].create({"name": "Will Smith"})
multi_company_project = self.env["project.project"].create({
"name": "Multi Company Project",
"company_id": None,
"allow_billable": True,
})
company_a, company_b = self.env['res.company'].create([
{"name": "Company A"},
{"name": "Company B"},
])
# cannot be done in batch because of `_check_sale_product_company` constraint
product_a, product_b = (
self.env["product.product"].with_company(company).create({
"name": "Task Creating Product",
"standard_price": 30,
"list_price": 90,
"type": "service",
"service_tracking": "task_global_project",
"invoice_policy": "order",
"uom_id": uom_hour.id,
"project_id": multi_company_project.id,
})
for company in [company_a, company_b]
)
sale_order_a, sale_order_b = self.env["sale.order"].create([
{
"partner_id": will_smith.id,
"order_line": [
Command.create({
"product_id": product.id,
"product_uom_qty": 10,
}),
Command.create({
"product_id": product.id,
"product_uom_qty": 10,
}),
],
'company_id': company.id,
}
for company, product in zip([company_a, company_b], [product_a, product_b])
])
(sale_order_a + sale_order_b).action_confirm()
for company in [company_a, company_b]:
self.assertEqual(multi_company_project.with_company(company).sale_order_count, 2, "Expected all sale orders to be counted by project")
self.assertEqual(
multi_company_project.with_company(company).sale_order_line_count,
len(sale_order_a.order_line) + len(sale_order_b.order_line), # expect 4
"Expected all sale order lines lines to be counted by project")
sale_order_action = multi_company_project.with_company(company).action_view_sos()
self.assertEqual(sale_order_action["type"], "ir.actions.act_window")
self.assertEqual(sale_order_action["res_model"], "sale.order")
def test_creating_AA_when_adding_service_to_confirmed_so(self):
sale_order = self.env['sale.order'].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': self.product_a.id,
'product_uom_qty': 1,
'order_id': sale_order.id,
})
sale_order.action_confirm()
self.assertFalse(sale_order.project_account_id)
self.env['sale.order.line'].create({
'product_id': self.product_order_service4.id,
'product_uom_qty': 1,
'order_id': sale_order.id,
})
self.assertTrue(sale_order.project_account_id)
def test_cancel_multiple_quotations(self):
quotations = self.env['sale.order'].create([
{
'partner_id': self.partner.id,
'order_line': [
Command.create({'product_id': self.product.id}),
],
},
{
'partner_id': self.partner.id,
'order_line': [
Command.create({'product_id': self.product.id}),
],
}
])
quotations._action_cancel()
self.assertEqual(set(quotations.mapped('state')), {'cancel'}, "Both quotations are in 'cancel' state.")
def test_onchange_sale_fields(self):
SaleOrder, SaleOrderLine = self.env['sale.order'], self.env['sale.order.line']
sale_orders = sale_order_0, sale_order_1 = SaleOrder.create([{'partner_id': self.partner.id}] * 2)
sale_order_line_0, sale_order_line_1 = SaleOrderLine.create([{
'order_id': sale_order.id,
'product_id': self.service_product.id,
} for sale_order in sale_orders])
self.project_global.partner_id = self.partner
with Form(self.project_global) as project_form:
project_form.sale_line_id = sale_order_line_0
self.assertEqual(
project_form.reinvoiced_sale_order_id, sale_order_0,
"Project's sale order should match its sale order line's order.",
)
project_form.sale_line_id = SaleOrderLine
project_form.reinvoiced_sale_order_id = sale_order_1
self.assertEqual(
project_form.sale_line_id, sale_order_line_1,
"Project's sale order line should match its sale order's first line.",
)
project_form.reinvoiced_sale_order_id = sale_order_0
self.assertEqual(
project_form.sale_line_id, sale_order_line_1,
"Project's sale order line shouldn't have change as it was already set.",
)
project_form.reinvoiced_sale_order_id = sale_order_1
project_form.sale_line_id = sale_order_line_0
self.assertEqual(
project_form.reinvoiced_sale_order_id, sale_order_1,
"Project's sale order shouldn't have change as it was already set.",
)
def test_task_compute_sale_order_id(self):
"""
Check whether a task's sale_order_id is set iff its partner_id matches
the SO's partner_id, partner_invoice_id, or partner_shipping_id fields.
"""
project_user = new_test_user(
self.env,
name='Project user',
login='Project user',
groups='project.group_project_user',
)
partners = [
self.partner, # partner_id
self.partner_a, # partner_invoice_id
self.partner_b, # partner_shipping_id
self.env['res.partner'].create({'name': "unrelated partner"}),
]
sale_order = self.env['sale.order'].with_context(tracking_disable=True).create({
'partner_id': partners[0].id,
'partner_invoice_id': partners[1].id,
'partner_shipping_id': partners[2].id,
'order_line': [Command.create({'product_id': self.product_order_service1.id})],
})
sale_order.action_confirm()
task0, task1, task2, task3 = self.env['project.task'].with_user(project_user).create([{
'name': f"Task {i}",
'sale_line_id': sale_order.order_line.id,
'project_id': self.project_global.id,
'partner_id': partner.id,
} for i, partner in enumerate(partners)])
self.assertEqual(task0.sale_order_id, sale_order, "Task matches SO's partner_id")
self.assertEqual(task1.sale_order_id, sale_order, "Task matches SO's partner_invoice_id")
self.assertEqual(task2.sale_order_id, sale_order, "Task matches SO's partner_shipping_id")
self.assertFalse(task3.sale_order_id, "Task partner doesn't match any of the SO partners")
task3.with_user(project_user).write({
'partner_id': self.partner.id,
'sale_line_id': sale_order.order_line.id,
})
self.assertEqual(task3.sale_order_id, sale_order, "Task matches SO's partner_id")
def test_project_template_company(self):
"""
When exactly one project is created on SO confirmation, and a project template is being used,
the company of the created project should be the same as on the template.
"""
product_with_project_template = self.env['product.product'].create({
'name': 'product with template',
'list_price': 1,
'type': 'service',
'service_tracking': 'project_only',
'project_template_id': self.project_template.id,
})
# SOs with one created project
for company_id in (False, self.company.id):
self.project_template.company_id = company_id
sale_order = self.env['sale.order'].create({'partner_id': self.partner.id})
self.env['sale.order.line'].create({
'product_id': product_with_project_template.id,
'order_id': sale_order.id,
})
sale_order.action_confirm()
self.assertEqual(self.project_template.company_id, sale_order.project_ids[0].company_id, "The created project should have the same company as the template")
# SO with two created projects
self.project_template.company_id = False
other_product = self.env['product.product'].create({
'name': 'other product',
'list_price': 1,
'type': 'service',
'service_tracking': 'task_in_project',
})
sale_order = self.env['sale.order'].create({'partner_id': self.partner.id})
self.env['sale.order.line'].create([{
'product_id': product.id,
'order_id': sale_order.id,
} for product in (other_product, product_with_project_template)])
sale_order.action_confirm()
for project in sale_order:
self.assertEqual(project.company_id, sale_order.company_id, "The company of the created project should be unchanged (and therefore the company of the SO)")
def test_action_view_project_ids(self):
order = self.env['sale.order'].create({
'name': 'Project Order',
'partner_id': self.partner.id
})
sol = self.env['sale.order.line'].create({
'product_id': self.product_order_service4.id,
'order_id': order.id,
})
order.action_confirm()
action = order.action_view_project_ids()
self.assertEqual(action['type'], 'ir.actions.act_window', 'Should return a window action')
self.assertEqual(action['context']['default_sale_line_id'], sol.id, 'The SOL linked to the SO should be chosen as default value')
self.product_order_service4.type = 'consu'
action = order.action_view_project_ids()
self.assertEqual(action['type'], 'ir.actions.act_window', 'Should return a window action')
self.assertFalse(action['context']['default_sale_line_id'], 'No SOL should be set by default since the product changed')
def test_copy_so_doesnt_copy_project(self):
origin = self.env['sale.order'].create({
'name': 'Project Order',
'partner_id': self.partner.id
})
self.env['sale.order.line'].create({
'product_id': self.product_order_service4.id,
'order_id': origin.id,
})
origin.action_confirm()
self.assertTrue(origin.project_id)
self.assertEqual(
origin.order_line.analytic_distribution,
origin.order_line.project_id._get_analytic_distribution(),
)
copy = origin.copy()
self.assertFalse(copy.project_id)
self.assertFalse(copy.order_line.analytic_distribution)
copy.action_confirm()
self.assertTrue(copy.project_id)
self.assertEqual(
copy.order_line.analytic_distribution,
copy.order_line.project_id._get_analytic_distribution(),
)
def test_confirm_sale_order_on_task_save(self):
sale_order = self.env['sale.order'].create({
'name': 'Sale Order',
'partner_id': self.partner.id,
})
sale_order_line = self.env['sale.order.line'].create({
'order_id': sale_order.id,
'product_id': self.product_order_service1.id,
})
self.assertEqual(sale_order.state, 'draft')
task = self.env['project.task'].create({
'name': 'Task',
'project_id': self.project_global.id,
})
task.write({'sale_line_id': sale_order_line.id})
self.assertEqual(sale_order.state, 'sale')
def test_confirm_sale_order_on_project_creation(self):
sale_order = self.env['sale.order'].create({
'name': 'Sale Order',
'partner_id': self.partner.id,
})
sale_order_line = self.env['sale.order.line'].create({
'order_id': sale_order.id,
'product_id': self.product_order_service1.id,
})
self.assertEqual(sale_order.state, 'draft')
self.env['project.project'].create({
'name': 'Project',
'sale_line_id': sale_order_line.id,
})
self.assertEqual(sale_order.state, 'sale')
def test_create_project_on_fly(self):
"""
Steps:
1) Create a sale order with multiple order lines.
2) On fly create a project
3) Verify the project's default values.
3) Confirm the sale order.
4) Repeat step 2 and step 3.
"""
sale_order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({'product_id': self.product_order_service1.id, 'sequence': 2}),
Command.create({'product_id': self.product_order_service2.id, 'sequence': 1}),
Command.create({'product_id': self.product_order_service3.id, 'sequence': 3}),
],
})
def _create_project_on_fly():
with Form(
self.env['project.project'].with_context(
default_partner_id=sale_order.partner_id.id,
order_id=sale_order.id,
order_state=sale_order.state
)
) as project_form:
project_form.name = "Test Project"
return project_form.save()
project = _create_project_on_fly()
self.assertListEqual(
[project.partner_id, project.reinvoiced_sale_order_id.id, project.sale_line_id.id],
[sale_order.partner_id, False, False],
)
sale_order.action_confirm()
project = _create_project_on_fly()
self.assertListEqual(
[project.partner_id.id, project.reinvoiced_sale_order_id.id, project.sale_line_id.id],
[sale_order.partner_id.id, sale_order.id, sale_order.order_line[0].id],
)
def test_analytics_on_so_confirmation_no_project(self):
# Config 1: no project_id on the SO
self.product_order_service3.project_template_id = self.project_template
so = self.env['sale.order'].create({'partner_id': self.partner.id})
sol_no_project, sol_task_in_global_project, sol_task_in_template_project, sol_new_project = self.env['sale.order.line'].create([
{'order_id': so.id, 'product_id': self.product_order_service1.id, 'sequence': 1}, # no service_tracking
{'order_id': so.id, 'product_id': self.product_order_service2.id, 'sequence': 2}, # service_tracking: 'task_global_project'
{'order_id': so.id, 'product_id': self.product_order_service3.id, 'sequence': 3}, # service_tracking': 'task_in_project'
{'order_id': so.id, 'product_id': self.product_order_service4.id, 'sequence': 4}, # service_tracking: 'project_only'
])
n_analytic_accounts = self.env['account.analytic.account'].search_count([])
so.action_confirm()
self.assertEqual(
n_analytic_accounts + 1,
self.env['account.analytic.account'].search_count([]),
"Only one analytic account should have been created due to the generation of both `sol_task_in_template_project` and `sol_new_project` projects."
)
self.assertEqual(len(so.order_line.project_id | so.order_line.task_id.project_id), 3, "Three projects should be linked to the SO.")
self.assertFalse(sol_no_project.project_id, "`sol_no_project` should not generate any project.")
self.assertEqual(
so.project_id,
sol_task_in_template_project.project_id,
"The project of the SO should be set to the project with the lowest (sequence, id)."
)
self.assertNotEqual(
sol_task_in_global_project.project_id.account_id,
sol_task_in_template_project.project_id.account_id,
"As the project of `sol_task_in_global_project` was not generated but already defined, its AA was kept the same."
)
self.assertEqual(
sol_task_in_template_project.project_id.account_id,
sol_new_project.project_id.account_id,
"As the projects of `sol_task_in_template_project` and `sol_new_project` were generated, they share the same AA which was created after SO confirmation."
)
def test_analytics_on_so_confirmation_project_with_accounts(self):
# Config 2: a project_id on the SO with AAs
# Also add an AA to the project template
plan_name = self.analytic_plan._column_name()
self.project_template[plan_name] = self.analytic_account_sale
self.product_order_service3.project_template_id = self.project_template
so = self.env['sale.order'].create({'partner_id': self.partner.id, 'project_id': self.project_global.id})
sol_task_in_template_project, sol_new_project = self.env['sale.order.line'].create([
{'order_id': so.id, 'product_id': self.product_order_service3.id},
{'order_id': so.id, 'product_id': self.product_order_service4.id},
])
so.action_confirm()
self.assertEqual(len(so.order_line.project_id), 2, "Two projects should be linked to the SO.")
self.assertEqual(
self.project_global.account_id,
sol_task_in_template_project.project_id.account_id,
"The main AA of the project of `sol_task_in_template_project` should be the same as the main AA of the project set on the SO."
)
self.assertEqual(
self.project_template[plan_name],
sol_task_in_template_project.project_id[plan_name],
"The other AA of the project of `sol_task_in_template_project` should be the same as the other AA of its project template."
)
self.assertEqual(
self.project_global.account_id,
sol_new_project.project_id.account_id,
"The main AA of the project of `sol_new_project` should should be the same the main AA of the project set on the SO."
)
self.assertEqual(
self.project_global[plan_name],
sol_new_project.project_id[plan_name],
"The other AA of the project of `sol_new_project` should be the same as the other AA of the project set on the SO."
)
def test_analytics_on_so_confirmation_project_without_account(self):
# Config 3: a project_id on the SO without AA
self.product_order_service3.project_template_id = self.project_template
self.project_global.account_id = False
so = self.env['sale.order'].create({'partner_id': self.partner.id, 'project_id': self.project_global.id})
sol_task_in_template_project, sol_new_project = self.env['sale.order.line'].create([
{'order_id': so.id, 'product_id': self.product_order_service3.id},
{'order_id': so.id, 'product_id': self.product_order_service4.id},
])
so.action_confirm()
self.assertEqual(len(so.order_line.project_id), 2, "Two projects should be linked to the SO.")
self.assertFalse(self.project_global.account_id, "The AA of the project of the SO should still be empty.")
self.assertEqual(
sol_task_in_template_project.project_id.account_id,
sol_new_project.project_id.account_id,
"As the projects of `sol_task_in_template_project` and `sol_new_project` were generated, they share the same AA which was created after SO confirmation."
)
def test_global_project_service_takes_so_project_on_so_confirmation(self):
self.product_order_service2.project_id = False
so = self.env['sale.order'].create({'partner_id': self.partner.id})
sol_task_in_global_project, sol_new_project = self.env['sale.order.line'].create([
{'order_id': so.id, 'product_id': self.product_order_service2.id},
{'order_id': so.id, 'product_id': self.product_order_service3.id},
])
so.action_confirm()
self.assertEqual(
so.project_id,
sol_new_project.project_id,
"The project of the SO should be set to the project that was generated by `sol_new_project` at SO confirmation."
)
self.assertEqual(
so.project_id,
sol_task_in_global_project.task_id.project_id,
"The project of the task of `sol_task_in_global_project` should be set to the project of the SO."
)
def test_global_project_service_takes_so_project_on_already_confirmed_so(self):
self.product_order_service2.project_id = False
so = self.env['sale.order'].create({'partner_id': self.partner.id})
so.action_confirm()
sol_task_in_global_project, sol_new_project = self.env['sale.order.line'].create([
{'order_id': so.id, 'product_id': self.product_order_service2.id},
{'order_id': so.id, 'product_id': self.product_order_service3.id},
])
self.assertEqual(
so.project_id,
sol_new_project.project_id,
"The project of the SO should be set to the project that was generated by `sol_new_project` after adding the SOLs in batch to the SO."
)
self.assertEqual(
so.project_id,
sol_task_in_global_project.task_id.project_id,
"The project of the task of `sol_task_in_global_project` should be set to the project of the SO."
)
def test_global_project_service_no_so_project_error(self):
self.product_order_service2.project_id = False
so = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [Command.create({'product_id': self.product_order_service2.id})],
})
with self.assertRaises(UserError, msg="The SOL has a product which creates a task on SO confirmation, but no project is configured on the product or SO."):
so.action_confirm()
def test_so_confirmation_in_batch(self):
so1, so2 = self.env['sale.order'].create([{
'partner_id': self.partner.id,
'order_line': [Command.create({'product_id': self.product_order_service3.id})],
} for _dummy in range(2)])
(so1 | so2).action_confirm()
self.assertEqual(
so1.project_id,
so1.order_line.project_id,
"The project of `so1` should be set to the project that was generated at SO confirmation."
)
self.assertEqual(
so2.project_id,
so2.order_line.project_id,
"The project of `so1` should be set to the project that was generated at SO confirmation."
)
def test_group_expand_sales_order(self):
"""
1. Create a sale order "Test Order" and a linked project task "Test Task."
2. Set context with `gantt_start_date` and `gantt_scale`.
3. Call `_group_expand_sales_order` and assert no sale orders are displayed without scheduled tasks.
4. Call `_group_expand_sales_order` with "Test" and assert the matching sale order is displayed.
"""
order = self.env['sale.order'].create({'name': 'Test Order', 'partner_id': self.partner.id})
self.env['project.task'].create({
'name': 'Test Task',
'project_id': self.project_global.id,
'sale_order_id': order.id,
})
domain = [
('planned_date_begin', '>=', Datetime.to_datetime('2023-01-01')),
('date_deadline', '<=', Datetime.to_datetime('2023-01-04')),
]
Task = self.env['project.task'].with_context({
'gantt_start_date': Datetime.to_datetime('2023-01-01'),
'gantt_scale': 'month',
})
displayed_sale_order = Task._group_expand_sales_order(None, domain)
self.assertFalse(
displayed_sale_order,
'Sale orders without scheduled tasks should not be displayed in the Gantt view',
)
displayed_sale_order = Task._group_expand_sales_order(None, [('sale_order_id', 'ilike', 'Test')] + domain)
self.assertEqual(order, displayed_sale_order, 'The matching sale order should be displayed in the Gantt view')
def test_so_with_service_product_negative_qty(self):
so = self.env['sale.order'].create({'partner_id': self.partner.id})
sol = self.env['sale.order.line'].create({
'order_id': so.id,
'product_id': self.product_order_service2.id,
'product_uom_qty': -5,
})
so.action_confirm()
self.assertFalse(self.product_order_service2.project_id.task_ids)
self.assertFalse(sol.task_id)
def test_create_sale_order_for_project(self):
""" Test when user creates a SO inside stat button displayed in project form view
Test Case
=========
When the user clicks on the stat button `Make Billable`, the `create_for_project_id` is added
to the contex. With that context, we will make sure the action_confirm will do nothing if the
user clicks on it since the SO will automatically be confirmed in that use case.
"""
self.project_global.partner_id = self.partner
action_dict = self.project_global.with_context(
create_for_project_id=self.project_global.id,
default_project_id=self.project_global.id,
default_partner_id=self.partner.id
).action_view_sos()
sale_order = self.env['sale.order'].with_context(action_dict['context']).create({
'order_line': [Command.create({
'product_id': self.product_order_service2.id,
'product_uom_qty': 2,
})],
})
self.assertEqual(sale_order.partner_id, self.partner)
self.assertEqual(sale_order.project_id, self.project_global)
self.assertEqual(sale_order.state, 'sale')
self.assertEqual(self.project_global.sale_line_id, sale_order.order_line)
sale_order.action_confirm() # no error should be raised even if the SO is already confirmed
def test_project_creation_from_sol_with_goods_type_product_should(self):
""" Test that a project can be created from a confirmed sale order containing a 'goods' type product.
Steps:
- Create a sale order with a consumable (goods-type) product.
- Confirm the sale order.
- Trigger 'Create Project' action from the sale order.
- Fill out and save the project form.
- Ensure the created project is correctly linked to the sale order,
but not to a specific sale order line.
"""
sale_order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({
'product_id': self.product_consumable.id,
}),
],
})
sale_order.action_confirm()
action = sale_order.action_create_project()
with Form(self.env['project.project'].with_context(action['context'])) as project_form:
project_form.name = "test project"
project = project_form.save()
self.assertEqual(project.reinvoiced_sale_order_id.id, sale_order.id, "The project should be linked to the SO.")
self.assertFalse(project.sale_line_id, "The project should not be linked to sale order line.")
def test_analytics_on_so_confirmation_with_project_templates(self):
project_template_1, project_template_2 = self.env['project.project'].create([
{'name': 'Project Template 1', 'is_template': True},
{'name': 'Project Template 2', 'is_template': True},
])
product_with_project_template_1, product_with_project_template_2 = self.env['product.product'].create([
{
'name': 'Product with Project Template 1',
'type': 'service',
'service_tracking': 'project_only',
'project_template_id': project_template_1.id,
},
{
'name': 'Product with Project Template 2',
'type': 'service',
'service_tracking': 'project_only',
'project_template_id': project_template_2.id,
},
])
so = self.env['sale.order'].create({'partner_id': self.partner.id})
sol_1, sol_2 = self.env['sale.order.line'].create([
{'order_id': so.id, 'product_id': product_with_project_template_1.id, 'sequence': 1},
{'order_id': so.id, 'product_id': product_with_project_template_2.id, 'sequence': 2},
])
n_analytic_accounts = self.env['account.analytic.account'].search_count([])
so.action_confirm()
self.assertEqual(
n_analytic_accounts + 1,
self.env['account.analytic.account'].search_count([]),
"Only one analytic account should have been created due to the generation of both `sol_1` and `sol_2` projects.",
)
self.assertEqual(len(so.order_line.project_id), 2, "Two projects should be linked to the SO.")
self.assertEqual(
so.project_id,
sol_1.project_id,
"The project of the SO should be set to the project with the lowest (sequence, id).",
)
self.assertEqual(
sol_1.project_id.account_id,
sol_2.project_id.account_id,
"As the projects of `sol_1` and `sol_2` were generated, they share the same AA which was created after SO confirmation.",
)
self.assertEqual(
sol_1.analytic_distribution,
{str(so.project_id.account_id.id): 100},
"The analytic distribution of `sol_1` should be set to the reference AA of the SO.",
)
self.assertEqual(
sol_2.analytic_distribution,
{str(so.project_id.account_id.id): 100},
"The analytic distribution of `sol_2` should be set to the reference AA of the SO.",
)
def test_so_with_project_template(self):
""" Test that a SO with a product using a project template creates the project
and the task on SO confirmation, and set project's company to the product's template company.
"""
product_with_project_template = self.env['product.product'].create({
'name': 'product with template',
'list_price': 1,
'type': 'service',
'service_tracking': 'project_only',
'project_template_id': self.project_template.id,
})
partner = self.env['res.partner'].create({'name': 'Test Partner', 'company_id': self.env.company.id})
sale_order = self.env['sale.order'].create({
'partner_id': partner.id,
'order_line': [Command.create({'product_id': product_with_project_template.id})],
})
sale_order.action_confirm()
self.assertEqual(sale_order.project_ids[0].company_id, self.project_template.company_id)
self.assertEqual(sale_order.project_ids[0].account_id.company_id, partner.company_id)
def test_template_hours_applied_and_fallback_hours_used_for_additional_tasks(self):
"""
Steps:
1. Set task template allocated_hours = 20.
2. Create 2 products: 2 linked to template.
3. Confirm sale order.
4. Expect:
- 1 task created.
- Template-based task gets 20 hrs.
"""
self.task_template.allocated_hours = 20
product_1, product_2 = self.env['product.product'].create([{
'name': 'Test product 1',
'type': 'service',
'service_tracking': 'task_global_project',
'project_id': self.project_global.id,
'task_template_id': self.task_template.id,
'service_policy': 'ordered_prepaid',
}, {
'name': 'Test product 2',
'type': 'service',
'service_tracking': 'task_in_project',
'project_template_id': self.project_global.id,
'task_template_id': self.task_template.id,
'service_policy': 'ordered_prepaid',
}])
order = self.env['sale.order'].create({
'partner_id': self.partner.id,
})
sol1, sol2 = self.env['sale.order.line'].create([{
'order_id': order.id,
'product_id': product_1.id,
'product_uom_qty': 2,
}, {
'order_id': order.id,
'product_id': product_2.id,
'product_uom_qty': 10,
}])
order.action_confirm()
self.assertEqual(order.tasks_count, 1, "1 task should be created")
self.assertEqual((sol1 + sol2).task_id.allocated_hours, 20, "Template task should get 20 hrs")
def test_allocated_hours_computed_from_quantity_when_template_hours_missing(self):
"""
Steps:
1. Create a template without allocated_hours.
2. Create product using the template with quantity 2.
3. Confirm sale order.
4. Expect:
- 1 task created.
- Task gets 2 hrs based on order quantity.
"""
product = self.env['product.product'].create([{
'name': 'Test product',
'type': 'service',
'service_tracking': 'task_global_project',
'project_id': self.project_global.id,
'task_template_id': self.task_template.id,
'service_policy': 'ordered_prepaid',
}])
order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({
'product_id': product.id,
'product_uom_qty': 2,
}),
],
})
order.action_confirm()
self.assertEqual(order.tasks_count, 1, "1 task should be created")
self.assertEqual(order.tasks_ids.allocated_hours, 2, "Task should get 2 hrs from qty")
def test_zero_hours_assigned_when_service_policy_is_manual(self):
"""
Steps:
1. Create product with delivered_manual service policy.
2. Link it to task template.
3. Confirm sale order.
4. Expect:
- 1 task created.
- Task has 0 allocated hours.
"""
product = self.env['product.product'].create([{
'name': 'Test product',
'type': 'service',
'service_tracking': 'task_global_project',
'project_id': self.project_global.id,
'task_template_id': self.task_template.id,
'service_policy': 'delivered_manual',
}])
order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({
'product_id': product.id,
'product_uom_qty': 2,
}),
],
})
order.action_confirm()
self.assertEqual(order.tasks_count, 1, "1 task should be created")
self.assertEqual(order.tasks_ids.allocated_hours, 0, "Task should get 0 hrs (manual policy)")
def test_create_project_from_sale_order(self):
"""Test that a project created from a sale order is linked to that sale order."""
sale_order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [Command.create({'product_id': self.product_order_service1.id})],
})
sale_order.action_confirm()
action = sale_order.action_create_project()
project = self.env['project.project'].with_context(action['context']).create({
'name': 'Test Project',
'allow_billable': True,
})
self.assertEqual(sale_order.project_id, project, "The created project should be linked to this sale order")
self.assertEqual(project.reinvoiced_sale_order_id, sale_order, "The created project should be linked to this sale order")
def test_create_project_from_sale_order_none_service_type(self):
"""Test that a project created from a sale order is linked to that sale order."""
sale_order = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [Command.create({'product_id': self.company_data['product_order_cost'].id})],
})
sale_order.action_confirm()
action = sale_order.action_create_project()
project = self.env['project.project'].with_context(action['context']).create({
'name': 'Test Project',
'allow_billable': True,
})
self.assertEqual(sale_order.project_id, project, "The created project should be linked to this sale order")
def test_sale_order_project_task_smartbutton(self):
"""Test to verify that the project & task smart button is visible when a project is linked to a sale order.
Steps:
- Create a sale order with a product of type 'goods'.
- Create a project and link it to the sale order.
- Create a task and link it to the project.
- Verify that the project is linked to the sale order.
- Verify that the task without SO item is not linked to the sale order.
- Verify that the project & task smart button is hidden.
- Confirm the sale order.
- Verify the visibility of the project & task smart button.
"""
sale_order = self.env["sale.order"].create({
"partner_id": self.partner.id,
"order_line": [
Command.create({
"product_id": self.product_a.id,
"product_uom_qty": 1,
}),
],
})
project = self.env["project.project"].create({
"name": "Project X",
"partner_id": self.partner.id,
"allow_billable": True,
"reinvoiced_sale_order_id": sale_order.id,
})
self.env["project.task"].create({
"name": "task 1",
"project_id": project.id,
})
self.assertEqual(
(sale_order.project_count, sale_order.tasks_count),
(1, 0),
"Project must be linked and tasks without SO lines should not be linked to the sales order."
)
self.assertFalse(
sale_order.show_project_button,
"The project smart buttons should be hidden in the sale order."
)
sale_order.action_confirm()
sale_order._compute_show_project_and_task_button()
self.assertTrue(
sale_order.show_project_button,
"The project smart buttons should be shown in the sale order."
)
def test_project_creation_with_and_without_template(self):
"""
Test creating a project from a sale order, both with and without using a project template.
Steps:
------
1. Create a project template with one task.
Flow 1: Project creation without template
-----------------------------------------
2. Create a sale order and confirm it.
3. Open the create project wizard without selecting any template.
4. Create the project.
5. Assert:
- The project has no tasks.
- The project is linked to the sale order.
Flow 2: Project creation with template
--------------------------------------
6. Create a new sale order and confirm it.
7. Open the create project wizard and select the template.
8. Create the project.
9. Assert:
- The project has one task (copied from template).
- The project is linked to the sale order.
"""
template_project = self.env['project.project'].create({
'name': 'Template Project',
'is_template': True,
'task_ids': [Command.create({'name': 'Task 1'})],
})
sale_order_1 = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [Command.create({'product_id': self.product_consumable.id})],
})
sale_order_1.action_confirm()
action_1 = sale_order_1.action_create_project()
view_id = self.env.ref('sale_project.sale_project_view_form_simplified_template').id
with Form(self.env[action_1['res_model']].with_context(action_1['context']), view=view_id) as wizard:
project_action_1 = wizard.save().action_create_project_from_so()
project_1 = self.env['project.project'].browse(project_action_1['context']['default_project_id'])
self.assertFalse(project_1.task_ids, "Project should not have tasks when created without template.")
self.assertEqual(
project_1.reinvoiced_sale_order_id,
sale_order_1,
"Project should be linked to the sale order."
)
sale_order_2 = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [Command.create({'product_id': self.product_consumable.id})],
})
sale_order_2.action_confirm()
action_2 = sale_order_2.action_create_project()
with Form(self.env[action_2['res_model']].with_context(action_2['context']), view=view_id) as wizard:
wizard.template_id = template_project
project_action_2 = wizard.save().action_create_project_from_so()
project_2 = self.env['project.project'].browse(project_action_2['context']['default_project_id'])
self.assertEqual(project_2.task_count, 1, "Project should have 1 task copied from the template.")
self.assertEqual(
project_2.reinvoiced_sale_order_id,
sale_order_2,
"Project should be linked to the sale order."
)
def test_task_sol_default_after_removing_so_from_project(self):
"""
Steps:
1. Create two project templates.
2. Create two service products, each linked to one of the templates.
3. Create a Sale Order with these two products and confirm it.
4. Verify that two projects are created from the SO, each linked to its SOL.
5. Remove the SO and SOL from the second project.
6. Create a task in the second project **without context**, should not link any SOL.
7. Create a task in the second project **with context** (from SO action), should pick the original SOL.
"""
template_1, template_2 = self.env['project.project'].create([
{'name': 'Project Template 1', 'is_template': True},
{'name': 'Project Template 2', 'is_template': True},
])
product_1, product_2 = self.env['product.product'].create([
{
'name': 'Product with Project Template 1',
'type': 'service',
'invoice_policy': 'order',
'service_tracking': 'project_only',
'project_template_id': template_1.id,
},
{
'name': 'Product with Project Template 2',
'type': 'service',
'invoice_policy': 'order',
'service_tracking': 'project_only',
'project_template_id': template_2.id,
},
])
so = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({
'product_id': product_1.id,
'product_uom_qty': 1,
}),
Command.create({
'product_id': product_2.id,
'product_uom_qty': 1,
}),
],
})
so.action_confirm()
projects = self.env['project.project'].search([('sale_line_id', 'in', so.order_line.ids)])
self.assertEqual(len(projects), 2, "Two projects should be created from the SO")
project2 = projects[1]
sol2 = project2.sale_line_id
self.assertTrue(sol2, "Second project should have a SOL linked")
project2.write({'sale_order_id': False, 'sale_line_id': False})
task_no_context = self.env['project.task'].create({
'name': 'Task without context',
'project_id': project2.id,
})
self.assertFalse(task_no_context.sale_line_id, "Task without context should not have SOL")
task_with_context = self.env['project.task'].with_context(
from_sale_order_action=True,
default_sale_order_id=so.id,
active_id=project2.id,
).create({'name': 'Task with context', 'project_id': project2.id})
self.assertEqual(
task_with_context.sale_line_id, sol2,
"Task with context should pick the original SOL even if removed from project"
)
def test_enable_milestones_settings_of_project_on_so_confirmation(self):
self.product_service_delivered_milestone.service_tracking = 'project_only'
so = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({'product_id': self.product_order_service4.id, 'sequence': 1}), # service_tracking: 'project_only', not based on project template, invoice policy: order
Command.create({'product_id': self.product_service_delivered_milestone.id, 'sequence': 2}), # service_tracking: 'project_only', not based on project template, invoice policy: milestones
],
})
so.action_confirm()
self.assertEqual(len(so.project_ids), 1, 'One project should be generated and linked to the SO.')
self.assertTrue(
so.project_ids.allow_milestones,
'The generated project should have the "Allow Milestones" setting enabled, as one of the products has invoice policy based on milestones.',
)
def test_sale_order_creation_without_service_product_for_project(self):
"""Test that a sale order is created for a project using a non-service product"""
self.project_global.partner_id = self.partner
action_dict = self.project_global.with_context(
create_for_project_id=self.project_global.id,
default_project_id=self.project_global.id,
default_partner_id=self.partner.id
).action_view_sos()
self.product_milestone.type = 'consu'
sale_order = self.env['sale.order'].with_context(action_dict['context']).create({
'order_line': [Command.create({
'product_id': self.product_milestone.id,
'product_uom_qty': 1,
})],
})
self.assertEqual(sale_order.project_id, self.project_global)
self.assertEqual(sale_order.partner_id, self.partner)
self.assertFalse(self.project_global.sale_line_id)
self.assertEqual(self.project_global.reinvoiced_sale_order_id, sale_order)
def test_allocated_hours_manual_delivery_service(self):
"""
Test that allocated_hours match the quantity ordered on creation
when the service product has 'delivered_manual' service policy.
"""
self.product_service_delivered_manual.service_tracking = 'task_in_project'
so = self.env['sale.order'].create({'partner_id': self.partner.id})
sol = self.env['sale.order.line'].create({
'order_id': so.id,
'product_id': self.product_service_delivered_manual.id,
'product_uom_qty': 10,
})
so.action_confirm()
self.assertEqual(sol.task_id.allocated_hours, 10, "The allocated hours should be 10.")
def test_quotation_with_zero_unit_project_service(self):
"""
Test checking that a project doesn't get created on order when ordering 0 units of the corresponding
product service if it is optional. If the unit is increased to 1, a project should be created.
"""
sale_order_with_option = self.env['sale.order'].create({
'partner_id': self.partner.id,
'order_line': [
Command.create({
'product_id': self.product_a.id,
'product_uom_qty': 1,
}),
Command.create({
'display_type': 'line_section',
'name': "Optional products",
'is_optional': True,
}),
Command.create({
'product_id': self.product_order_service4.id,
'product_uom_qty': 0,
}),
],
})
optional_product_line = sale_order_with_option.order_line.filtered(lambda line: not line.display_type and line._is_line_optional())
sale_order_with_option.action_confirm()
self.assertFalse(optional_product_line.project_id)
optional_product_line.write({'product_uom_qty': 1})
self.assertEqual(optional_product_line.project_id.sale_order_id, sale_order_with_option)