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[IMP] account_invoice_overdue_warn: filter by delay lines
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# Copyright 2021 Akretion France (http://www.akretion.com/) | ||
# @author: Alexis de Lattre <[email protected]> | ||
# Copyright 2024 Engenere.one | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
|
||
from odoo import fields, models | ||
|
@@ -32,43 +33,54 @@ def _compute_overdue_invoice_count_amount(self): | |
partner.overdue_invoice_count = count | ||
partner.overdue_invoice_amount = amount_company_currency | ||
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||
def _prepare_overdue_invoice_count_amount(self, company_id): | ||
# This method is also called by the module | ||
# account_invoice_overdue_warn_sale where the company_id arg is used | ||
self.ensure_one() | ||
domain = self._prepare_overdue_invoice_domain(company_id) | ||
# amount_residual_signed is in company currency | ||
rg_res = self.env["account.move"].read_group( | ||
domain, ["amount_residual_signed"], [] | ||
) | ||
count = 0 | ||
overdue_invoice_amount = 0.0 | ||
if rg_res: | ||
count = rg_res[0]["__count"] | ||
overdue_invoice_amount = rg_res[0]["amount_residual_signed"] | ||
return (count, overdue_invoice_amount) | ||
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||
def _prepare_overdue_invoice_domain(self, company_id): | ||
# The use of commercial_partner_id is in this method | ||
self.ensure_one() | ||
today = fields.Date.context_today(self) | ||
if company_id is None: | ||
company_id = self.env.company.id | ||
domain = [ | ||
("move_type", "=", "out_invoice"), | ||
("company_id", "=", company_id), | ||
("commercial_partner_id", "=", self.commercial_partner_id.id), | ||
("invoice_date_due", "<", today), | ||
("state", "=", "posted"), | ||
("payment_state", "in", ("not_paid", "partial")), | ||
overdue_move_lines_domain = [ | ||
("move_id.company_id", "=", company_id), | ||
("move_id.commercial_partner_id", "=", self.commercial_partner_id.id), | ||
("date_maturity", "<", today), | ||
("move_id.state", "=", "posted"), | ||
("reconciled", "=", False), | ||
("account_internal_type", "=", "receivable"), | ||
] | ||
return domain | ||
overdue_move_lines = self.env["account.move.line"].search( | ||
overdue_move_lines_domain | ||
) | ||
overdue_invoice_ids = overdue_move_lines.mapped("move_id").ids | ||
overdue_invoice_domain = [("id", "in", overdue_invoice_ids)] | ||
return overdue_invoice_domain | ||
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||
def _prepare_overdue_invoice_count_amount(self, company_id): | ||
self.ensure_one() | ||
overdue_invoice_domain = self._prepare_overdue_invoice_domain(company_id) | ||
overdue_invoices = self.env["account.move"].search(overdue_invoice_domain) | ||
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||
overdue_invoice_ids = set() | ||
overdue_invoice_amount = 0 | ||
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for invoice in overdue_invoices: | ||
for line in invoice.line_ids: | ||
if ( | ||
line.date_maturity | ||
and line.date_maturity < fields.Date.today() | ||
and not line.reconciled | ||
): | ||
overdue_invoice_ids.add(invoice.id) | ||
overdue_invoice_amount += line.amount_residual | ||
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||
count = len(overdue_invoice_ids) | ||
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return count, overdue_invoice_amount | ||
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def _prepare_jump_to_overdue_invoices(self, company_id): | ||
action = self.env["ir.actions.actions"]._for_xml_id( | ||
"account.action_move_out_invoice_type" | ||
) | ||
action["domain"] = self._prepare_overdue_invoice_domain(company_id) | ||
overdue_invoice_domain = self._prepare_overdue_invoice_domain(company_id) | ||
action["domain"] = overdue_invoice_domain | ||
action["context"] = { | ||
"journal_type": "sale", | ||
"move_type": "out_invoice", | ||
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from . import test_overdue_warn | ||
from . import test_overdue_warn_portion |
251 changes: 251 additions & 0 deletions
251
account_invoice_overdue_warn/tests/test_overdue_warn_portion.py
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# Copyright 2024 Engenere.one | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from datetime import datetime, timedelta | ||
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||
from odoo.tests import Form, tagged | ||
from odoo.tests.common import TransactionCase | ||
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@tagged("post_install", "-at_install") | ||
class TestOverdueWarn(TransactionCase): | ||
def setUp(self): | ||
super().setUp() | ||
self.company = self.env.ref("base.main_company") | ||
self.partner = self.env["res.partner"].create( | ||
{ | ||
"name": "Teste Partner", | ||
"country_id": self.env.ref("base.br").id, | ||
"company_id": self.company.id, | ||
} | ||
) | ||
self.today = datetime.now().date() | ||
self.revenue_acc = self.env["account.account"].search( | ||
[ | ||
("company_id", "=", self.company.id), | ||
( | ||
"user_type_id", | ||
"=", | ||
self.env.ref("account.data_account_type_revenue").id, | ||
), | ||
], | ||
limit=1, | ||
) | ||
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||
def test_late_draft_invoice(self): | ||
out_invoice_sketch = self.env["account.move"].create( | ||
{ | ||
"partner_id": self.partner.id, | ||
"move_type": "out_invoice", | ||
"company_id": self.company.id, | ||
"currency_id": self.company.currency_id.id, | ||
"invoice_date": self.today - timedelta(days=5), | ||
"invoice_date_due": self.today - timedelta(days=5), | ||
"invoice_line_ids": [ | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "test line", | ||
"price_unit": 500, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
}, | ||
) | ||
], | ||
} | ||
) | ||
self.assertEqual(out_invoice_sketch.state, "draft") | ||
self.assertEqual(self.partner.overdue_invoice_count, 0) | ||
self.assertEqual(self.partner.overdue_invoice_amount, 0.0) | ||
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def test_confirmed_supplier_invoice(self): | ||
out_invoice_supplier = self.env["account.move"].create( | ||
{ | ||
"partner_id": self.partner.id, | ||
"move_type": "in_invoice", | ||
"company_id": self.company.id, | ||
"currency_id": self.company.currency_id.id, | ||
"invoice_date": self.today - timedelta(days=5), | ||
"invoice_date_due": self.today - timedelta(days=5), | ||
"invoice_line_ids": [ | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "test line", | ||
"price_unit": 500, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
}, | ||
) | ||
], | ||
} | ||
) | ||
out_invoice_supplier.action_post() | ||
self.assertEqual(self.partner.overdue_invoice_count, 0) | ||
self.assertEqual(self.partner.overdue_invoice_amount, 0.0) | ||
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def test_mixed_case_with_two_invoices(self): | ||
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out_invoice_a = self.env["account.move"].create( | ||
{ | ||
"partner_id": self.partner.id, | ||
"move_type": "out_invoice", | ||
"company_id": self.company.id, | ||
"currency_id": self.company.currency_id.id, | ||
"invoice_date": self.today - timedelta(days=10), | ||
"invoice_date_due": self.today - timedelta(days=10), | ||
"invoice_line_ids": [ | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "Portion 1", | ||
"price_unit": 300, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
"date_maturity": self.today - timedelta(days=9), | ||
}, | ||
), | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "Portion 2", | ||
"price_unit": 300, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
"date_maturity": self.today - timedelta(days=9), | ||
}, | ||
), | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "Portion 3", | ||
"price_unit": 300, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
"date_maturity": self.today - timedelta(days=9), | ||
}, | ||
), | ||
], | ||
} | ||
) | ||
out_invoice_a.action_post() | ||
|
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out_invoice_b = self.env["account.move"].create( | ||
{ | ||
"partner_id": self.partner.id, | ||
"move_type": "out_invoice", | ||
"company_id": self.company.id, | ||
"currency_id": self.company.currency_id.id, | ||
"invoice_date": self.today - timedelta(days=10), | ||
"invoice_date_due": self.today - timedelta(days=10), | ||
"invoice_line_ids": [ | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "Portion 1", | ||
"price_unit": 300, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
"date_maturity": self.today - timedelta(days=9), | ||
}, | ||
), | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "Portion 2", | ||
"price_unit": 300, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
"date_maturity": self.today - timedelta(days=9), | ||
}, | ||
), | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "Portion 3", | ||
"price_unit": 300, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
"date_maturity": self.today + timedelta(days=20), | ||
}, | ||
), | ||
], | ||
} | ||
) | ||
out_invoice_b.action_post() | ||
|
||
action_data_a = out_invoice_a.action_register_payment() | ||
wizard_a = Form( | ||
self.env["account.payment.register"].with_context(action_data_a["context"]) | ||
).save() | ||
wizard_a.amount = 450.0 | ||
wizard_a.action_create_payments() | ||
|
||
self.assertEqual(self.partner.overdue_invoice_count, 2) | ||
self.assertEqual(self.partner.overdue_invoice_amount, 1050.0) | ||
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def test_confirmed_invoice_with_past_date(self): | ||
out_invoice_past_paid = self.env["account.move"].create( | ||
{ | ||
"partner_id": self.partner.id, | ||
"move_type": "out_invoice", | ||
"company_id": self.company.id, | ||
"currency_id": self.company.currency_id.id, | ||
"invoice_date": self.today - timedelta(days=5), | ||
"invoice_date_due": self.today - timedelta(days=5), | ||
"invoice_line_ids": [ | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "test line", | ||
"price_unit": 500.0, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
}, | ||
) | ||
], | ||
} | ||
) | ||
out_invoice_past_paid.action_post() | ||
action_data = out_invoice_past_paid.action_register_payment() | ||
wizard = Form( | ||
self.env["account.payment.register"].with_context(action_data["context"]) | ||
).save() | ||
wizard.action_create_payments() | ||
self.assertEqual(self.partner.overdue_invoice_count, 0) | ||
self.assertEqual(self.partner.overdue_invoice_amount, 0) | ||
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def test_confirmed_invoice_with_future_date_unpaid(self): | ||
out_invoice_future = self.env["account.move"].create( | ||
{ | ||
"partner_id": self.partner.id, | ||
"move_type": "out_invoice", | ||
"company_id": self.company.id, | ||
"currency_id": self.company.currency_id.id, | ||
"invoice_date": self.today + timedelta(days=5), | ||
"invoice_date_due": self.today + timedelta(days=10), | ||
"invoice_line_ids": [ | ||
( | ||
0, | ||
0, | ||
{ | ||
"name": "test line", | ||
"price_unit": 500, | ||
"quantity": 1, | ||
"account_id": self.revenue_acc.id, | ||
}, | ||
) | ||
], | ||
} | ||
) | ||
out_invoice_future.action_post() | ||
self.assertEqual(self.partner.overdue_invoice_count, 0) | ||
self.assertEqual(self.partner.overdue_invoice_amount, 0) |