From ed204a8e2efd97869811affc4285bb3aa1c4e653 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?C=C3=A9dric=20Krier?= Date: Wed, 18 Sep 2013 22:52:41 +0200 Subject: [PATCH] Initial commit of account_dunning module review939002 --- COPYRIGHT | 15 + INSTALL | 32 ++ LICENSE | 674 +++++++++++++++++++++++++++ MANIFEST.in | 11 + README | 35 ++ __init__.py | 24 + account.py | 59 +++ account.xml | 21 + doc/index.rst | 42 ++ dunning.py | 306 ++++++++++++ dunning.xml | 256 ++++++++++ party.py | 13 + party.xml | 12 + setup.py | 82 ++++ tests/__init__.py | 4 + tests/scenario_account_dunning.rst | 337 ++++++++++++++ tests/test_account_dunning.py | 64 +++ tryton.cfg | 12 + view/configuration_form.xml | 10 + view/dunning_create_start_form.xml | 10 + view/dunning_form.xml | 17 + view/dunning_level_form.xml | 12 + view/dunning_level_list.xml | 7 + view/dunning_level_list_sequence.xml | 7 + view/dunning_list.xml | 13 + view/dunning_procedure_form.xml | 9 + view/dunning_procedure_list.xml | 6 + view/dunning_process_start_form.xml | 8 + view/party_form.xml | 12 + 29 files changed, 2110 insertions(+) create mode 100644 COPYRIGHT create mode 100644 INSTALL create mode 100644 LICENSE create mode 100644 MANIFEST.in create mode 100644 README create mode 100644 __init__.py create mode 100644 account.py create mode 100644 account.xml create mode 100644 doc/index.rst create mode 100644 dunning.py create mode 100644 dunning.xml create mode 100644 party.py create mode 100644 party.xml create mode 100644 setup.py create mode 100644 tests/__init__.py create mode 100644 tests/scenario_account_dunning.rst create mode 100644 tests/test_account_dunning.py create mode 100644 tryton.cfg create mode 100644 view/configuration_form.xml create mode 100644 view/dunning_create_start_form.xml create mode 100644 view/dunning_form.xml create mode 100644 view/dunning_level_form.xml create mode 100644 view/dunning_level_list.xml create mode 100644 view/dunning_level_list_sequence.xml create mode 100644 view/dunning_list.xml create mode 100644 view/dunning_procedure_form.xml create mode 100644 view/dunning_procedure_list.xml create mode 100644 view/dunning_process_start_form.xml create mode 100644 view/party_form.xml diff --git a/COPYRIGHT b/COPYRIGHT new file mode 100644 index 0000000000..1ef62b0cea --- /dev/null +++ b/COPYRIGHT @@ -0,0 +1,15 @@ +Copyright (C) 2013 Cédric Krier. +Copyright (C) 2013 B2CK SPRL. + +This program is free software: you can redistribute it and/or modify +it under the terms of the GNU General Public License as published by +the Free Software Foundation, either version 3 of the License, or +(at your option) any later version. + +This program is distributed in the hope that it will be useful, +but WITHOUT ANY WARRANTY; without even the implied warranty of +MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +GNU General Public License for more details. + +You should have received a copy of the GNU General Public License +along with this program. If not, see . diff --git a/INSTALL b/INSTALL new file mode 100644 index 0000000000..76393788a0 --- /dev/null +++ b/INSTALL @@ -0,0 +1,32 @@ +Installing trytond_account_dunning +================================== + +Prerequisites +------------- + + * Python 2.6 or later (http://www.python.org/) + * trytond (http://www.tryton.org/) + * trytond_account (http://www.tryton.org/) + * trytond_party (http://www.tryton.org/) + * trytond_company (http://www.tryton.org/) + +Installation +------------ + +Once you've downloaded and unpacked the trytond_account_dunning source release, enter the +directory where the archive was unpacked, and run: + + python setup.py install + +Note that you may need administrator/root privileges for this step, as +this command will by default attempt to install module to the Python +site-packages directory on your system. + +For advanced options, please refer to the easy_install and/or the distutils +documentation: + + http://peak.telecommunity.com/DevCenter/EasyInstall + http://docs.python.org/inst/inst.html + +To use without installation, extract the archive into ``trytond/modules`` with +the directory name account_dunning. diff --git a/LICENSE b/LICENSE new file mode 100644 index 0000000000..94a9ed024d --- /dev/null +++ b/LICENSE @@ -0,0 +1,674 @@ + GNU GENERAL PUBLIC LICENSE + Version 3, 29 June 2007 + + Copyright (C) 2007 Free Software Foundation, Inc. + Everyone is permitted to copy and distribute verbatim copies + of this license document, but changing it is not allowed. + + Preamble + + The GNU General Public License is a free, copyleft license for +software and other kinds of works. + + The licenses for most software and other practical works are designed +to take away your freedom to share and change the works. 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It is safest +to attach them to the start of each source file to most effectively +state the exclusion of warranty; and each file should have at least +the "copyright" line and a pointer to where the full notice is found. + + + Copyright (C) + + This program is free software: you can redistribute it and/or modify + it under the terms of the GNU General Public License as published by + the Free Software Foundation, either version 3 of the License, or + (at your option) any later version. + + This program is distributed in the hope that it will be useful, + but WITHOUT ANY WARRANTY; without even the implied warranty of + MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the + GNU General Public License for more details. + + You should have received a copy of the GNU General Public License + along with this program. If not, see . + +Also add information on how to contact you by electronic and paper mail. + + If the program does terminal interaction, make it output a short +notice like this when it starts in an interactive mode: + + Copyright (C) + This program comes with ABSOLUTELY NO WARRANTY; for details type `show w'. + This is free software, and you are welcome to redistribute it + under certain conditions; type `show c' for details. + +The hypothetical commands `show w' and `show c' should show the appropriate +parts of the General Public License. Of course, your program's commands +might be different; for a GUI interface, you would use an "about box". + + You should also get your employer (if you work as a programmer) or school, +if any, to sign a "copyright disclaimer" for the program, if necessary. +For more information on this, and how to apply and follow the GNU GPL, see +. + + The GNU General Public License does not permit incorporating your program +into proprietary programs. If your program is a subroutine library, you +may consider it more useful to permit linking proprietary applications with +the library. If this is what you want to do, use the GNU Lesser General +Public License instead of this License. But first, please read +. diff --git a/MANIFEST.in b/MANIFEST.in new file mode 100644 index 0000000000..f2f691a0e8 --- /dev/null +++ b/MANIFEST.in @@ -0,0 +1,11 @@ +include INSTALL +include README +include COPYRIGHT +include CHANGELOG +include LICENSE +include tryton.cfg +include *.xml +include view/*.xml +include locale/*.po +include doc/* +include tests/*.rst diff --git a/README b/README new file mode 100644 index 0000000000..9f650c6748 --- /dev/null +++ b/README @@ -0,0 +1,35 @@ +trytond_account_dunning +======================= + +The account_dunning module of the Tryton application platform. + +Installing +---------- + +See INSTALL + +Support +------- + +If you encounter any problems with Tryton, please don't hesitate to ask +questions on the Tryton bug tracker, mailing list, wiki or IRC channel: + + http://bugs.tryton.org/ + http://groups.tryton.org/ + http://wiki.tryton.org/ + irc://irc.freenode.net/tryton + +License +------- + +See LICENSE + +Copyright +--------- + +See COPYRIGHT + + +For more information please visit the Tryton web site: + + http://www.tryton.org/ diff --git a/__init__.py b/__init__.py new file mode 100644 index 0000000000..546a623cd0 --- /dev/null +++ b/__init__.py @@ -0,0 +1,24 @@ +#This file is part of Tryton. The COPYRIGHT file at the top level of +#this repository contains the full copyright notices and license terms. + +from trytond.pool import Pool +from .dunning import * +from .party import * +from .account import * + + +def register(): + Pool.register( + Procedure, + Level, + Dunning, + CreateDunningStart, + ProcessDunningStart, + Party, + Configuration, + MoveLine, + module='account_dunning', type_='model') + Pool.register( + CreateDunning, + ProcessDunning, + module='account_dunning', type_='wizard') diff --git a/account.py b/account.py new file mode 100644 index 0000000000..25c1f72030 --- /dev/null +++ b/account.py @@ -0,0 +1,59 @@ +#This file is part of Tryton. The COPYRIGHT file at the top level of +#this repository contains the full copyright notices and license terms. +from trytond.pool import Pool, PoolMeta +from trytond.model import fields +from trytond.transaction import Transaction + + +__all__ = ['Configuration', 'MoveLine'] +__metaclass__ = PoolMeta + + +class Configuration: + __name__ = 'account.configuration' + default_dunning_procedure = fields.Function(fields.Many2One( + 'account.dunning.procedure', 'Default Dunning Procedure'), + 'get_dunning', setter='set_dunning') + + def get_dunning(self, name): + pool = Pool() + Property = pool.get('ir.property') + ModelField = pool.get('ir.model.field') + dunning_field, = ModelField.search([ + ('model.model', '=', 'party.party'), + ('name', '=', name[8:]), + ], limit=1) + properties = Property.search([ + ('field', '=', dunning_field.id), + ('res', '=', None), + ], limit=1) + if properties: + prop, = properties + return prop.value.id + + @classmethod + def set_dunning(cls, configurations, name, value): + pool = Pool() + Property = pool.get('ir.property') + ModelField = pool.get('ir.model.field') + dunning_field, = ModelField.search([ + ('model.model', '=', 'party.party'), + ('name', '=', name[8:]), + ], limit=1) + properties = Property.search([ + ('field', '=', dunning_field.id), + ('res', '=', None), + ]) + with Transaction().set_user(0): + Property.delete(properties) + if value: + Property.create([{ + 'field': dunning_field.id, + 'value': 'account.dunning.procedure,%s' % value, + }]) + + +class MoveLine: + __name__ = 'account.move.line' + + dunnings = fields.One2Many('account.dunning', 'line', 'Dunnings') diff --git a/account.xml b/account.xml new file mode 100644 index 0000000000..160f6f824c --- /dev/null +++ b/account.xml @@ -0,0 +1,21 @@ + + + + + + account.configuration + + configuration_form + + + + + + + + + + + + diff --git a/doc/index.rst b/doc/index.rst new file mode 100644 index 0000000000..6bd9ef29ef --- /dev/null +++ b/doc/index.rst @@ -0,0 +1,42 @@ +Account Dunning Module +###################### + +The account_dunning module adds dunning for receivable move lines. + +Procedure +********* + +A *Procedure* defines the dunning process with an ordered list of levels. +A dunning will raise from one level to an other by selecting the next level +that pass the test. +The Procedure is set per *Party* and a default one can be configured in the +accounting configuration. + +Level +***** + +A *Level* defines the parameters to reach it: + +- Days: The number of overdue days. + +Dunning +******* + +A *Dunning* defines the dunning level of an overdue move line. Once processed, +it triggers the communication defined on the procedure level. It is mainly +defined by: + +- Line: The overdue move line +- Procedure: The *Procedure* followed. +- Level: The current *Level*. +- Blocked: If true, it blocks the dunning to raise. + +The dunning can be in one of this states: + +* Draft + + The current level is not yet processed. + +* Done + + The current level has been processed. diff --git a/dunning.py b/dunning.py new file mode 100644 index 0000000000..ba4af5e1c3 --- /dev/null +++ b/dunning.py @@ -0,0 +1,306 @@ +#This file is part of Tryton. The COPYRIGHT file at the top level of +#this repository contains the full copyright notices and license terms. +from collections import defaultdict + +from trytond.model import Model, ModelView, ModelSQL, fields +from trytond.pyson import If, Eval +from trytond.transaction import Transaction +from trytond.wizard import Wizard, StateView, StateAction, StateTransition, \ + Button +from trytond.pool import Pool + +__all__ = ['Procedure', 'Level', 'Dunning', + 'CreateDunningStart', 'CreateDunning', + 'ProcessDunningStart', 'ProcessDunning'] + + +class Procedure(ModelSQL, ModelView): + 'Account Dunning Procedure' + __name__ = 'account.dunning.procedure' + name = fields.Char('Name', required=True, translate=True) + levels = fields.One2Many('account.dunning.level', 'procedure', 'Levels') + + +class Level(ModelSQL, ModelView): + 'Account Dunning Level' + __name__ = 'account.dunning.level' + _rec_name = 'procedure' + sequence = fields.Integer('Sequence') + procedure = fields.Many2One('account.dunning.procedure', 'Procedure', + required=True, select=True) + days = fields.Integer('Number of Overdue Days') + + @classmethod + def __setup__(cls): + super(Level, cls).__setup__() + cls._order.insert(0, ('sequence', 'ASC')) + + @staticmethod + def order_sequence(tables): + table, _ = tables[None] + return [table.sequence == None, table.sequence] + + def get_rec_name(self, name): + return '%s@%s' % (self.procedure.levels.index(self), + self.procedure.rec_name) + + def test(self, line, date): + if self.days is not None: + return (date - line.maturity_date).days >= self.days + +_STATES = { + 'readonly': Eval('state') != 'draft', + } +_DEPENDS = ['state'] + + +class Dunning(ModelSQL, ModelView): + 'Account Dunning' + __name__ = 'account.dunning' + company = fields.Many2One('company.company', 'Company', required=True, + select=True, domain=[ + ('id', If(Eval('context', {}).contains('company'), '=', '!='), + Eval('context', {}).get('company', -1)), + ], + states=_STATES, depends=_DEPENDS) + line = fields.Many2One('account.move.line', 'Line', + domain=[ + ('account.kind', '=', 'receivable'), + ('account.company', '=', Eval('company', -1)), + ['OR', + ('debit', '>', 0), + ('credit', '<', 0), + ], + ], + states=_STATES, depends=_DEPENDS + ['company']) + procedure = fields.Many2One('account.dunning.procedure', 'Procedure', + required=True, states=_STATES, depends=_DEPENDS) + level = fields.Many2One('account.dunning.level', 'Level', required=True, + domain=[ + ('procedure', '=', Eval('procedure', -1)), + ], + states=_STATES, depends=_DEPENDS + ['procedure']) + blocked = fields.Boolean('Blocked') + state = fields.Selection([ + ('draft', 'Draft'), + ('done', 'Done'), + ], 'State', readonly=True) + active = fields.Function(fields.Boolean('Active'), 'get_active', + searcher='search_active') + party = fields.Function(fields.Many2One('party.party', 'Party'), + 'get_line_field', searcher='search_line_field') + amount = fields.Function(fields.Numeric('Amount', + digits=(16, Eval('currency_digits', 2)), + depends=['currency_digits']), + 'get_amount') + currency_digits = fields.Function(fields.Integer('Currency Digits'), + 'get_line_field') + maturity_date = fields.Function(fields.Date('Maturity Date'), + 'get_line_field', searcher='search_line_field') + amount_second_currency = fields.Function(fields.Numeric( + 'Amount Second Currency', + digits=(16, Eval('second_currency_digits', 2)), + depends=['second_currency_digits']), 'get_amount_second_currency') + second_currency = fields.Function(fields.Many2One('currency.currency', + 'Second Currency'), 'get_second_currency') + second_currency_digits = fields.Function(fields.Integer( + 'Second Currency Digits'), 'get_second_currency_digits') + + @staticmethod + def default_company(): + return Transaction().context.get('company') + + @staticmethod + def default_state(): + return 'draft' + + def get_active(self, name): + return not self.line.reconciliation + + def get_line_field(self, name): + value = getattr(self.line, name) + if isinstance(value, Model): + return value.id + else: + return value + + @classmethod + def search_line_field(cls, name, clause): + return [('line.' + name,) + tuple(clause[1:])] + + def get_amount(self, name): + if self.line: + return self.line.debit - self.line.credit + + def get_amount_second_currency(self, name): + if self.line: + amount = self.line.debit - self.line.credit + if self.line.amount_second_currency: + return self.line.amount_second_currency.copy_sign(amount) + else: + return amount + + def get_second_currency(self, name): + if self.line: + if self.line.second_currency: + return self.line.second_currency.id + else: + return self.line.account.company.currency.id + + def get_second_currency_digits(self, name): + if self.line: + if self.line.second_currency: + return self.line.second_currency.digits + else: + return self.line.account.company.currency.digits + + @classmethod + def search_active(cls, name, clause): + reverse = { + '=': '!=', + '!=': '=', + } + if clause[1] in reverse: + if clause[2]: + return [('line.reconciliation', clause[1], None)] + else: + return [('line.reconciliation', reverse[clause[1]], None)] + else: + return [] + + @classmethod + def _overdue_line_domain(cls, date): + return [ + ('account.kind', '=', 'receivable'), + ('dunnings', '=', None), + ('maturity_date', '<=', date), + ['OR', + ('debit', '>', 0), + ('credit', '<', 0), + ], + ('party', '!=', None), + ('reconciliation', '=', None), + ] + + @classmethod + def generate_dunnings(cls, date=None): + pool = Pool() + Date = pool.get('ir.date') + MoveLine = pool.get('account.move.line') + + if date is None: + date = Date.today() + + set_level = defaultdict(list) + for dunning in cls.search([ + ('state', '=', 'done'), + ('blocked', '=', False), + ]): + procedure = dunning.procedure + levels = procedure.levels + levels = levels[levels.index(dunning.level) + 1:] + for level in levels: + if level.test(dunning.line, date): + break + else: + level = dunning.level + if level != dunning.level: + set_level[level].append(dunning) + for level, dunnings in set_level.iteritems(): + cls.write(dunnings, { + 'level': level.id, + 'state': 'draft', + }) + + lines = MoveLine.search(cls._overdue_line_domain(date)) + dunnings = (cls._get_dunning(line, date) for line in lines) + cls.create([d._save_values for d in dunnings if d]) + + @classmethod + def _get_dunning(cls, line, date): + procedure = line.party.dunning_procedure + if not procedure: + return + for level in procedure.levels: + if level.test(line, date): + break + else: + return + return cls( + line=line, + procedure=procedure, + level=level, + ) + + @classmethod + def process(cls, dunnings): + cls.write([d for d in dunnings if not d.blocked], { + 'state': 'done', + }) + + +class CreateDunningStart(ModelView): + 'Create Account Dunning' + __name__ = 'account.dunning.create.start' + date = fields.Date('Date', required=True) + + @staticmethod + def default_date(): + Date = Pool().get('ir.date') + return Date.today() + + +class CreateDunning(Wizard): + 'Create Account Dunning' + __name__ = 'account.dunning.create' + start = StateView('account.dunning.create.start', + 'account_dunning.dunning_create_start_view_form', [ + Button('Cancel', 'end', 'tryton-cancel'), + Button('Create', 'create_', 'tryton-ok', default=True), + ]) + create_ = StateAction('account_dunning.act_dunning_form') + + def do_create_(self, action): + pool = Pool() + Dunning = pool.get('account.dunning') + Dunning.generate_dunnings(date=self.start.date) + return action, {} + + +class ProcessDunningStart(ModelView): + 'Create Account Dunning' + __name__ = 'account.dunning.process.start' + + +class ProcessDunning(Wizard): + 'Process Account Dunning' + __name__ = 'account.dunning.process' + start = StateView('account.dunning.process.start', + 'account_dunning.dunning_process_start_view_form', [ + Button('Cancel', 'end', 'tryton-cancel'), + Button('process', 'process', 'tryton-ok', default=True), + ]) + process = StateTransition() + + @classmethod + def __setup__(cls): + super(ProcessDunning, cls).__setup__() + + # _actions is the list that define the order of each state to process + # after the 'process' state. + cls._actions = ['process'] + + def next_state(self, state): + "Return the next state for the current state" + try: + i = self._actions.index(state) + return self._actions[i + 1] + except (ValueError, IndexError): + return 'end' + + def transition_process(self): + pool = Pool() + Dunning = pool.get('account.dunning') + dunnings = Dunning.browse(Transaction().context['active_ids']) + Dunning.process(dunnings) + return self.next_state('process') diff --git a/dunning.xml b/dunning.xml new file mode 100644 index 0000000000..0668c8ac8c --- /dev/null +++ b/dunning.xml @@ -0,0 +1,256 @@ + + + + + + Dunning + + + + + + + + + + + + + + + + + + + + + + + account.dunning.procedure + form + dunning_procedure_form + + + account.dunning.procedure + tree + dunning_procedure_list + + + + Dunning Procedures + account.dunning.procedure + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + account.dunning.level + form + dunning_level_form + + + account.dunning.level + tree + + dunning_level_list + + + account.dunning.level + tree + + dunning_level_list_sequence + + + + + + + + + + + + + + + + + + + + + account.dunning + form + dunning_form + + + account.dunning + tree + dunning_list + + + + Dunnings + account.dunning + + + + + + + + + + + + + Draft + + [('state', '=', 'draft')] + + + + Done + + [('state', '=', 'done')] + + + + All + + + + + + + + + Dunnings + account.dunning + [('line.party', '=', Eval('active_id'))] + + + + + + + + + + + + + form_relate + party.party,-1 + + + + + + + + + + + + + [('company', '=', user.company.id if user.company else None)] + + + + + + + + + + + + + + + + + + + + + + account.dunning.create.start + form + dunning_create_start_form + + + + Create Dunnings + account.dunning.create + + + + + account.dunning.process.start + form + dunning_process_start_form + + + + Process Dunning + account.dunning.process + account.dunning + + + form_action + account.dunning,-1 + + + + + diff --git a/party.py b/party.py new file mode 100644 index 0000000000..49ef6f01d9 --- /dev/null +++ b/party.py @@ -0,0 +1,13 @@ +#This file is part of Tryton. The COPYRIGHT file at the top level of +#this repository contains the full copyright notices and license terms. +from trytond.model import fields +from trytond.pool import PoolMeta + +__all__ = ['Party'] +__metaclass__ = PoolMeta + + +class Party: + __name__ = 'party.party' + dunning_procedure = fields.Property( + fields.Many2One('account.dunning.procedure', 'Dunning Procedure')) diff --git a/party.xml b/party.xml new file mode 100644 index 0000000000..e5c6732c93 --- /dev/null +++ b/party.xml @@ -0,0 +1,12 @@ + + + + + + party.party + + party_form + + + diff --git a/setup.py b/setup.py new file mode 100644 index 0000000000..186bb417c5 --- /dev/null +++ b/setup.py @@ -0,0 +1,82 @@ +#!/usr/bin/env python +#This file is part of Tryton. The COPYRIGHT file at the top level of +#this repository contains the full copyright notices and license terms. + +from setuptools import setup +import re +import os +import ConfigParser + + +def read(fname): + return open(os.path.join(os.path.dirname(__file__), fname)).read() + +config = ConfigParser.ConfigParser() +config.readfp(open('tryton.cfg')) +info = dict(config.items('tryton')) +for key in ('depends', 'extras_depend', 'xml'): + if key in info: + info[key] = info[key].strip().splitlines() +major_version, minor_version, _ = info.get('version', '0.0.1').split('.', 2) +major_version = int(major_version) +minor_version = int(minor_version) + +requires = [] +for dep in info.get('depends', []): + if not re.match(r'(ir|res|webdav)(\W|$)', dep): + requires.append('trytond_%s >= %s.%s, < %s.%s' % + (dep, major_version, minor_version, major_version, + minor_version + 1)) +requires.append('trytond >= %s.%s, < %s.%s' % + (major_version, minor_version, major_version, minor_version + 1)) + +setup(name='trytond_account_dunning', + version=info.get('version', '0.0.1'), + description='Tryton module for account dunning', + long_description=read('README'), + author='Tryton', + url='http://www.tryton.org/', + download_url=("http://downloads.tryton.org/" + + info.get('version', '0.0.1').rsplit('.', 1)[0] + '/'), + package_dir={'trytond.modules.account_dunning': '.'}, + packages=[ + 'trytond.modules.account_dunning', + 'trytond.modules.account_dunning.tests', + ], + package_data={ + 'trytond.modules.account_dunning': (info.get('xml', []) + + ['tryton.cfg', 'view/*.xml', 'locale/*.po']), + }, + classifiers=[ + 'Development Status :: 5 - Production/Stable', + 'Environment :: Plugins', + 'Framework :: Tryton', + 'Intended Audience :: Developers', + 'Intended Audience :: Financial and Insurance Industry', + 'Intended Audience :: Legal Industry', + 'License :: OSI Approved :: GNU General Public License (GPL)', + 'Natural Language :: Bulgarian', + 'Natural Language :: Catalan', + 'Natural Language :: Czech', + 'Natural Language :: Dutch', + 'Natural Language :: English', + 'Natural Language :: French', + 'Natural Language :: German', + 'Natural Language :: Russian', + 'Natural Language :: Spanish', + 'Operating System :: OS Independent', + 'Programming Language :: Python :: 2.6', + 'Programming Language :: Python :: 2.7', + 'Topic :: Office/Business', + 'Topic :: Office/Business :: Financial :: Accounting', + ], + license='GPL-3', + install_requires=requires, + zip_safe=False, + entry_points=""" + [trytond.modules] + account_dunning = trytond.modules.account_dunning + """, + test_suite='tests', + test_loader='trytond.test_loader:Loader', + ) diff --git a/tests/__init__.py b/tests/__init__.py new file mode 100644 index 0000000000..65c41269bb --- /dev/null +++ b/tests/__init__.py @@ -0,0 +1,4 @@ +#This file is part of Tryton. The COPYRIGHT file at the top level of +#this repository contains the full copyright notices and license terms. + +from .test_account_dunning import suite diff --git a/tests/scenario_account_dunning.rst b/tests/scenario_account_dunning.rst new file mode 100644 index 0000000000..53e65220d4 --- /dev/null +++ b/tests/scenario_account_dunning.rst @@ -0,0 +1,337 @@ +======================== +Account Dunning Scenario +======================== + +============= +General Setup +============= + +Imports:: + + >>> import datetime + >>> from dateutil.relativedelta import relativedelta + >>> from decimal import Decimal + >>> from proteus import config, Model, Wizard + >>> today = datetime.date.today() + +Create database:: + + >>> config = config.set_trytond() + >>> config.pool.test = True + +Install account:: + + >>> Module = Model.get('ir.module.module') + >>> modules = Module.find([ + ... ('name', '=', 'account_dunning'), + ... ]) + >>> Module.install([x.id for x in modules], config.context) + >>> Wizard('ir.module.module.install_upgrade').execute('upgrade') + +Create company:: + + >>> Currency = Model.get('currency.currency') + >>> CurrencyRate = Model.get('currency.currency.rate') + >>> Company = Model.get('company.company') + >>> Party = Model.get('party.party') + >>> company_config = Wizard('company.company.config') + >>> company_config.execute('company') + >>> company = company_config.form + >>> party = Party(name='Dunder Mifflin') + >>> party.save() + >>> company.party = party + >>> currencies = Currency.find([('code', '=', 'USD')]) + >>> if not currencies: + ... currency = Currency(name='US Dollar', symbol='$', code='USD', + ... rounding=Decimal('0.01'), mon_grouping='[3, 3, 0]', + ... mon_decimal_point='.') + ... currency.save() + ... CurrencyRate(date=today + relativedelta(month=1, day=1), + ... rate=Decimal('1.0'), currency=currency).save() + ... else: + ... currency, = currencies + >>> company.currency = currency + >>> company_config.execute('add') + >>> company, = Company.find() + +Reload the context:: + + >>> User = Model.get('res.user') + >>> Group = Model.get('res.group') + >>> config._context = User.get_preferences(True, config.context) + +Create account admin user:: + + >>> account_admin_user = User() + >>> account_admin_user.name = 'Account Admin' + >>> account_admin_user.login = 'account_admin' + >>> account_admin_group, = Group.find([ + ... ('name', '=', 'Account Administration'), + ... ]) + >>> account_admin_user.groups.append(account_admin_group) + >>> account_admin_user.save() + +Create account user:: + + >>> account_user = User() + >>> account_user.name = 'Account' + >>> account_user.login = 'account' + >>> account_group, = Group.find([ + ... ('name', '=', 'Account'), + ... ]) + >>> account_user.groups.append(account_group) + >>> account_user.save() + +Create dunning user:: + + >>> dunning_user = User() + >>> dunning_user.name = 'Dunning' + >>> dunning_user.login = 'dunning' + >>> dunning_group, = Group.find([('name', '=', 'Dunning')]) + >>> dunning_user.groups.append(dunning_group) + >>> dunning_user.save() + +Create fiscal year:: + + >>> FiscalYear = Model.get('account.fiscalyear') + >>> Sequence = Model.get('ir.sequence') + >>> SequenceStrict = Model.get('ir.sequence.strict') + >>> fiscalyear = FiscalYear(name='%s' % today.year) + >>> fiscalyear.start_date = today + relativedelta(month=1, day=1) + >>> fiscalyear.end_date = today + relativedelta(month=12, day=31) + >>> fiscalyear.company = company + >>> post_move_sequence = Sequence(name='%s' % today.year, + ... code='account.move', company=company) + >>> post_move_sequence.save() + >>> fiscalyear.post_move_sequence = post_move_sequence + >>> fiscalyear.save() + >>> FiscalYear.create_period([fiscalyear.id], config.context) + >>> period = fiscalyear.periods[0] + +Create chart of accounts:: + + >>> AccountTemplate = Model.get('account.account.template') + >>> Account = Model.get('account.account') + >>> account_template, = AccountTemplate.find([('parent', '=', None)]) + >>> create_chart = Wizard('account.create_chart') + >>> create_chart.execute('account') + >>> create_chart.form.account_template = account_template + >>> create_chart.form.company = company + >>> create_chart.execute('create_account') + >>> receivable, = Account.find([ + ... ('kind', '=', 'receivable'), + ... ('company', '=', company.id), + ... ]) + >>> payable, = Account.find([ + ... ('kind', '=', 'payable'), + ... ('company', '=', company.id), + ... ]) + >>> revenue, = Account.find([ + ... ('kind', '=', 'revenue'), + ... ('company', '=', company.id), + ... ]) + >>> expense, = Account.find([ + ... ('kind', '=', 'expense'), + ... ('company', '=', company.id), + ... ]) + >>> cash, = Account.find([ + ... ('kind', '=', 'other'), + ... ('company', '=', company.id), + ... ('name', '=', 'Main Cash'), + ... ]) + >>> create_chart.form.account_receivable = receivable + >>> create_chart.form.account_payable = payable + >>> create_chart.execute('create_properties') + +Create dunning procedure:: + + >>> config.user = account_admin_user.id + >>> Procedure = Model.get('account.dunning.procedure') + >>> procedure = Procedure(name='Procedure') + >>> level = procedure.levels.new() + >>> level.sequence = 1 + >>> level.days = 5 + >>> level = procedure.levels.new() + >>> level.sequence = 2 + >>> level.days = 20 + >>> level = procedure.levels.new() + >>> level.sequence = 3 + >>> level.days = 40 + >>> procedure.save() + +Create parties:: + + >>> Party = Model.get('party.party') + >>> customer = Party(name='Customer') + >>> customer.dunning_procedure = procedure + >>> customer.save() + +Create some moves:: + + >>> config.user = account_user.id + >>> Journal = Model.get('account.journal') + >>> Move = Model.get('account.move') + >>> journal_revenue, = Journal.find([ + ... ('code', '=', 'REV'), + ... ]) + >>> journal_cash, = Journal.find([ + ... ('code', '=', 'CASH'), + ... ]) + >>> move = Move() + >>> move.period = period + >>> move.journal = journal_revenue + >>> move.date = period.start_date + >>> line = move.lines.new() + >>> line.account = revenue + >>> line.credit = Decimal(100) + >>> line = move.lines.new() + >>> line.account = receivable + >>> line.debit = Decimal(100) + >>> line.party = customer + >>> line.maturity_date = period.start_date + >>> move.save() + >>> reconcile1, = [l for l in move.lines if l.account == receivable] + >>> move = Move() + >>> move.period = period + >>> move.journal = journal_cash + >>> move.date = period.start_date + >>> line = move.lines.new() + >>> line.account = cash + >>> line.debit = Decimal(100) + >>> line = move.lines.new() + >>> line.account = receivable + >>> line.credit = Decimal(100) + >>> line.party = customer + >>> move.save() + >>> reconcile2, = [l for l in move.lines if l.account == receivable] + >>> reconcile_lines = Wizard('account.move.reconcile_lines', + ... [reconcile1, reconcile2]) + >>> move = Move() + >>> move.period = period + >>> move.journal = journal_revenue + >>> move.date = period.start_date + >>> line = move.lines.new() + >>> line.account = revenue + >>> line.credit = Decimal(100) + >>> line = move.lines.new() + >>> line.account = receivable + >>> line.debit = Decimal(100) + >>> line.party = customer + >>> line.maturity_date = period.start_date + >>> move.save() + >>> dunning_line, = [l for l in move.lines if l.account == receivable] + +Create dunnings on 4 days:: + + >>> config.user = dunning_user.id + >>> Dunning = Model.get('account.dunning') + >>> create_dunning = Wizard('account.dunning.create') + >>> create_dunning.form.date = period.start_date + relativedelta(days=4) + >>> create_dunning.execute('create_') + >>> Dunning.find([]) + [] + +Create dunnings on 5 days:: + + >>> create_dunning = Wizard('account.dunning.create') + >>> create_dunning.form.date = period.start_date + relativedelta(days=5) + >>> create_dunning.execute('create_') + >>> dunning, = Dunning.find([]) + >>> dunning.procedure == procedure + True + >>> dunning.level == procedure.levels[0] + True + >>> dunning.state + u'draft' + >>> dunning.line == dunning_line + True + +Create dunnings on 30 days with draft dunning:: + + >>> create_dunning = Wizard('account.dunning.create') + >>> create_dunning.form.date = period.start_date + relativedelta(days=30) + >>> create_dunning.execute('create_') + >>> dunning, = Dunning.find([]) + >>> dunning.procedure == procedure + True + >>> dunning.level == procedure.levels[0] + True + >>> dunning.state + u'draft' + >>> dunning.line == dunning_line + True + +Process dunning:: + + >>> process_dunning = Wizard('account.dunning.process', + ... [dunning]) + >>> process_dunning.execute('process') + >>> dunning.reload() + >>> dunning.state + u'done' + +Create dunnings on 30 days with blocked dunning:: + + >>> dunning.blocked = True + >>> dunning.save() + >>> create_dunning = Wizard('account.dunning.create') + >>> create_dunning.form.date = period.start_date + relativedelta(days=30) + >>> create_dunning.execute('create_') + >>> dunning, = Dunning.find([]) + >>> dunning.procedure == procedure + True + >>> dunning.level == procedure.levels[0] + True + >>> dunning.state + u'done' + >>> dunning.line == dunning_line + True + >>> bool(dunning.blocked) + True + >>> dunning.blocked = False + >>> dunning.save() + +Create dunnings on 30 days:: + + >>> create_dunning = Wizard('account.dunning.create') + >>> create_dunning.form.date = period.start_date + relativedelta(days=30) + >>> create_dunning.execute('create_') + >>> dunning, = Dunning.find([]) + >>> dunning.procedure == procedure + True + >>> dunning.level == procedure.levels[1] + True + >>> dunning.state + u'draft' + >>> dunning.line == dunning_line + True + +Pay dunning:: + + >>> config.user = account_user.id + >>> move = Move() + >>> move.period = period + >>> move.journal = journal_cash + >>> move.date = period.start_date + >>> line = move.lines.new() + >>> line.account = cash + >>> line.debit = Decimal(100) + >>> line = move.lines.new() + >>> line.account = receivable + >>> line.credit = Decimal(100) + >>> line.party = customer + >>> move.save() + >>> reconcile2, = [l for l in move.lines if l.account == receivable] + >>> reconcile_lines = Wizard('account.move.reconcile_lines', + ... [dunning.line, reconcile2]) + >>> Dunning.find([]) + [] + +Create dunnings on 50 days:: + + >>> config.user = dunning_user.id + >>> create_dunning = Wizard('account.dunning.create') + >>> create_dunning.form.date = period.start_date + relativedelta(days=50) + >>> create_dunning.execute('create_') + >>> Dunning.find([]) + [] diff --git a/tests/test_account_dunning.py b/tests/test_account_dunning.py new file mode 100644 index 0000000000..af370f4e2c --- /dev/null +++ b/tests/test_account_dunning.py @@ -0,0 +1,64 @@ +#!/usr/bin/env python +#This file is part of Tryton. The COPYRIGHT file at the top level of +#this repository contains the full copyright notices and license terms. + +import sys +import os +DIR = os.path.abspath(os.path.normpath(os.path.join(__file__, + '..', '..', '..', '..', '..', 'trytond'))) +if os.path.isdir(DIR): + sys.path.insert(0, os.path.dirname(DIR)) + +import unittest +import doctest +import trytond.tests.test_tryton +from trytond.tests.test_tryton import test_view, test_depends +from trytond.backend.sqlite.database import Database as SQLiteDatabase + + +class AccountDunningTestCase(unittest.TestCase): + ''' + Test AccountDunning module. + ''' + + def setUp(self): + trytond.tests.test_tryton.install_module('account_dunning') + + def test0005views(self): + ''' + Test views. + ''' + test_view('account_dunning') + + def test0006depends(self): + ''' + Test depends. + ''' + test_depends() + + +def doctest_dropdb(test): + ''' + Remove sqlite memory database + ''' + database = SQLiteDatabase().connect() + cursor = database.cursor(autocommit=True) + try: + database.drop(cursor, ':memory:') + cursor.commit() + finally: + cursor.close() + + +def suite(): + suite = trytond.tests.test_tryton.suite() + suite.addTests(unittest.TestLoader().loadTestsFromTestCase( + AccountDunningTestCase)) + suite.addTests(doctest.DocFileSuite( + 'scenario_account_dunning.rst', + setUp=doctest_dropdb, tearDown=doctest_dropdb, encoding='utf-8', + optionflags=doctest.REPORT_ONLY_FIRST_FAILURE)) + return suite + +if __name__ == '__main__': + unittest.TextTestRunner(verbosity=2).run(suite()) diff --git a/tryton.cfg b/tryton.cfg new file mode 100644 index 0000000000..803baef2e2 --- /dev/null +++ b/tryton.cfg @@ -0,0 +1,12 @@ +[tryton] +version=2.9.0 +depends: + account + company + ir + party + res +xml: + dunning.xml + party.xml + account.xml diff --git a/view/configuration_form.xml b/view/configuration_form.xml new file mode 100644 index 0000000000..f34968a518 --- /dev/null +++ b/view/configuration_form.xml @@ -0,0 +1,10 @@ + + + + + + diff --git a/view/dunning_create_start_form.xml b/view/dunning_create_start_form.xml new file mode 100644 index 0000000000..ffb276bd3c --- /dev/null +++ b/view/dunning_create_start_form.xml @@ -0,0 +1,10 @@ + + +
+ + + +
diff --git a/view/dunning_form.xml b/view/dunning_form.xml new file mode 100644 index 0000000000..f9b18e6c80 --- /dev/null +++ b/view/dunning_form.xml @@ -0,0 +1,17 @@ + + +
+