[cleanup] [minor] budget code cleaned up with testcases
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@ -6,6 +6,21 @@ test_records = [
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"doctype": "Budget Distribution",
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"distribution_id": "_Test Distribution",
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"fiscal_year": "_Test Fiscal Year 2013",
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "January",
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"percentage_allocation": "8"
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "February",
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"percentage_allocation": "8"
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "March",
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"percentage_allocation": "8"
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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@ -45,26 +60,11 @@ test_records = [
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "November",
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"percentage_allocation": "8"
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"percentage_allocation": "10"
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "December",
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"percentage_allocation": "8"
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "January",
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"percentage_allocation": "8"
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "February",
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"percentage_allocation": "10"
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}, {
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"doctype": "Budget Distribution Detail",
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"parentfield": "budget_distribution_details",
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"month": "March",
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"percentage_allocation": "10"
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}]
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]
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@ -8,6 +8,7 @@ import webnotes
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class TestJournalVoucher(unittest.TestCase):
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def test_journal_voucher_with_against_jv(self):
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self.clear_account_balance()
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jv_invoice = webnotes.bean(copy=test_records[2])
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jv_invoice.insert()
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jv_invoice.submit()
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@ -32,20 +33,87 @@ class TestJournalVoucher(unittest.TestCase):
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self.assertTrue(not webnotes.conn.sql("""select name from `tabJournal Voucher Detail`
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where against_jv=%s""", jv_invoice.doc.name))
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def test_budget(self):
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def test_monthly_budget_crossed_ignore(self):
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webnotes.conn.set_value("Company", "_Test Company", "monthly_bgt_flag", "Ignore")
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self.clear_account_balance()
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jv = webnotes.bean(copy=test_records[0])
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jv.doclist[2].account = "_Test Account Cost for Goods Sold - _TC"
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jv.doclist[2].cost_center = "_Test Cost Center - _TC"
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jv.doclist[2].debit = 20000.0
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jv.doclist[1].credit = 20000.0
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jv.insert()
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jv.submit()
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self.assertTrue(webnotes.conn.get_value("GL Entry",
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{"voucher_type": "Journal Voucher", "voucher_no": jv.doc.name}))
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def test_monthly_budget_crossed_stop(self):
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from accounts.utils import BudgetError
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webnotes.conn.set_value("Company", "_Test Company", "monthly_bgt_flag", "Stop")
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self.clear_account_balance()
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jv = webnotes.bean(copy=test_records[0])
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jv.doclist[2].account = "_Test Account Cost for Goods Sold - _TC"
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jv.doclist[2].cost_center = "_Test Cost Center - _TC"
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jv.doclist[2].debit = 20000.0
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jv.doclist[1].credit = 20000.0
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jv.insert()
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self.assertRaises(BudgetError, jv.submit)
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webnotes.conn.set_value("Company", "_Test Company", "monthly_bgt_flag", "Ignore")
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def test_yearly_budget_crossed_stop(self):
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from accounts.utils import BudgetError
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self.clear_account_balance()
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self.test_monthly_budget_crossed_ignore()
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webnotes.conn.set_value("Company", "_Test Company", "yearly_bgt_flag", "Stop")
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jv = webnotes.bean(copy=test_records[0])
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jv.doc.posting_date = "2013-08-12"
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jv.doclist[2].account = "_Test Account Cost for Goods Sold - _TC"
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jv.doclist[2].cost_center = "_Test Cost Center - _TC"
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jv.doclist[2].debit = 150000.0
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jv.doclist[1].credit = 150000.0
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jv.insert()
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self.assertRaises(BudgetError, jv.submit)
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webnotes.conn.set_value("Company", "_Test Company", "yearly_bgt_flag", "Ignore")
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def test_monthly_budget_on_cancellation(self):
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from accounts.utils import BudgetError
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webnotes.conn.set_value("Company", "_Test Company", "monthly_bgt_flag", "Stop")
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self.clear_account_balance()
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jv = webnotes.bean(copy=test_records[0])
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jv.doclist[1].account = "_Test Account Cost for Goods Sold - _TC"
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jv.doclist[1].cost_center = "_Test Cost Center - _TC"
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jv.doclist[1].credit = 30000.0
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jv.doclist[2].debit = 30000.0
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jv.submit()
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self.assertTrue(webnotes.conn.get_value("GL Entry",
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{"voucher_type": "Journal Voucher", "voucher_no": jv.doc.name}))
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jv1 = webnotes.bean(copy=test_records[0])
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jv1.doc.posting_date = "2013-02-12"
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jv1.doclist[2].account = "_Test Account Cost for Goods Sold - _TC"
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jv1.doclist[2].cost_center = "_Test Cost Center - _TC"
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jv1.doclist[2].debit = 20000.0
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jv1.doclist[1].credit = 20000.0
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jv1.insert()
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jv1.doclist[2].debit = 40000.0
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jv1.doclist[1].credit = 40000.0
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jv1.submit()
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self.assertTrue(webnotes.conn.get_value("GL Entry",
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{"voucher_type": "Journal Voucher", "voucher_no": jv1.doc.name}))
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self.assertRaises(BudgetError, jv.cancel)
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webnotes.conn.set_value("Company", "_Test Company", "monthly_bgt_flag", "Ignore")
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def clear_account_balance(self):
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webnotes.conn.sql("""delete from `tabGL Entry`""")
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self.assertRaises(BudgetError, jv1.submit)
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test_records = [
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[{
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@ -65,14 +65,14 @@ def save_entries(gl_map, adv_adj, update_outstanding):
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# toggle debit, credit if negative entry
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if flt(entry["debit"]) < 0 or flt(entry["credit"]) < 0:
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_swap(entry)
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validate_expense_against_budget(entry)
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gle = Document('GL Entry', fielddata=entry)
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gle_obj = webnotes.get_obj(doc=gle)
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gle_obj.validate()
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gle.save(1)
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gle_obj.on_update(adv_adj, update_outstanding)
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validate_expense_against_budget(entry)
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# update total debit / credit
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total_debit += flt(gle.debit)
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@ -394,17 +394,16 @@ def validate_expense_against_budget(args):
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budget_amount = get_allocated_budget(budget[0].distribution_id,
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args.posting_date, args.fiscal_year, budget[0].budget_allocated)
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month_end_date = webnotes.conn.sql("select LAST_DAY(%s)", args.posting_date)
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args["condition"] = " and posting_date<='%s'" % month_end_date
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args["month_end_date"] = webnotes.conn.sql("select LAST_DAY(%s)",
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args.posting_date)[0][0]
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action_for, action = "Monthly", monthly_action
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elif yearly_action in ["Stop", "Warn"]:
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budget_amount = budget[0].budget_allocated
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action_for, action = "Monthly", yearly_action
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print budget_amount
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if action_for:
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actual_expense = get_actual_expense(args)
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print actual_expense
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if actual_expense > budget_amount:
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webnotes.msgprint(action_for + _(" budget ") + cstr(budget_amount) +
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_(" for account ") + args.account + _(" against cost center ") +
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@ -419,16 +418,13 @@ def get_allocated_budget(distribution_id, posting_date, fiscal_year, yearly_budg
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from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd
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where bdd.parent=bd.name and bd.fiscal_year=%s""", fiscal_year, as_dict=1):
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distribution.setdefault(d.month, d.percentage_allocation)
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print distribution
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dt = webnotes.conn.get_value("Fiscal Year", fiscal_year, "year_start_date")
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budget_percentage = 0.0
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while(dt <= getdate(posting_date)):
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print dt, posting_date
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if distribution_id:
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print getdate(dt).month
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print distribution.get(getdate(dt).month)
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budget_percentage += distribution.get(getdate(dt).month, 0)
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budget_percentage += distribution.get(getdate(dt).strftime("%B"), 0)
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else:
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budget_percentage += 100.0/12
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@ -437,9 +433,12 @@ def get_allocated_budget(distribution_id, posting_date, fiscal_year, yearly_budg
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return yearly_budget * budget_percentage / 100
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def get_actual_expense(args):
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args["condition"] = " and posting_date<='%s'" % args.month_end_date \
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if args.get("month_end_date") else ""
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return webnotes.conn.sql("""
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select sum(ifnull(debit, 0)) - sum(ifnull(credit, 0))
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from `tabGL Entry`
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where account=%(account)s and cost_center=%(cost_center)s
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and fiscal_year=%(fiscal_year)s and company=%(company)s %(condition)s
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""", (args))[0][0]
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where account='%(account)s' and cost_center='%(cost_center)s'
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and fiscal_year='%(fiscal_year)s' and company='%(company)s' %(condition)s
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""" % (args))[0][0]
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