Linkage report
This commit is contained in:
@@ -365,5 +365,6 @@ def register():
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stock.ShipmentPackingListReport,
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stock.ShipmentLinkageReport,
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stock.LotQtLinkageReport,
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stock.LotReportLinkageReport,
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module='purchase_trade', type_='report')
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@@ -4470,6 +4470,226 @@ class LotQtLinkageReport(ShipmentTemplateReportMixin, BaseSupplierShipping):
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'shipment_linkage_report_template', 'stock')
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class LotReportLinkageRecord:
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def __init__(self, lot, lot_report=None):
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self.lot = lot
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self.lot_report = lot_report
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self.id = getattr(lot_report, 'id', None) or getattr(lot, 'id', None)
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@property
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def rec_name(self):
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return (
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getattr(self.lot_report, 'rec_name', None)
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or getattr(self.lot, 'rec_name', None)
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or getattr(self.lot, 'lot_name', None)
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or str(self.id))
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def set_lang(self, language=None):
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set_lang = getattr(self.lot, 'set_lang', None)
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if callable(set_lang):
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set_lang(language)
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@staticmethod
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def _report_record_key(record):
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return ShipmentIn._report_record_key(record)
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@classmethod
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def _report_unique_records(cls, records):
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return ShipmentIn._report_unique_records(records)
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@staticmethod
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def _report_linkage_lot_purchase_line(lot):
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return ShipmentIn._report_linkage_lot_purchase_line(lot)
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@staticmethod
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def _report_linkage_lot_sale_line(lot):
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return ShipmentIn._report_linkage_lot_sale_line(lot)
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@staticmethod
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def _report_rec_name(record):
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return ShipmentIn._report_rec_name(record)
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@classmethod
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def _report_number(cls, record):
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return ShipmentIn._report_number(record)
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@staticmethod
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def _report_date(value):
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return ShipmentIn._report_date(value)
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@staticmethod
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def _report_amount(value):
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return ShipmentIn._report_amount(value)
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@staticmethod
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def _report_price(value):
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return ShipmentIn._report_price(value)
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@classmethod
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def _report_currency_code(cls, record):
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return ShipmentIn._report_currency_code(record)
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@classmethod
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def _report_unit_symbol(cls, line):
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return ShipmentIn._report_unit_symbol(line)
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@classmethod
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def _report_line_quantity(cls, line):
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return ShipmentIn._report_line_quantity(line)
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@classmethod
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def _report_line_amount(cls, line):
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return ShipmentIn._report_line_amount(line)
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@classmethod
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def _report_fee_amount(cls, fee):
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return ShipmentIn._report_fee_amount(fee)
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@classmethod
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def _report_column(cls, rows, index, amount=False):
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return ShipmentIn._report_column(rows, index, amount=amount)
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@classmethod
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def _report_table_rows(cls, rows, names, amount_names=()):
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return ShipmentIn._report_table_rows(rows, names, amount_names)
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@staticmethod
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def _format_report_quantity(value, digits='0.001'):
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return ShipmentIn._format_report_quantity(value, digits=digits)
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@staticmethod
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def _get_report_unit_text(unit):
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return ShipmentIn._get_report_unit_text(unit)
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def _get_report_primary_move(self):
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return getattr(self.lot, 'move', None)
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def _get_report_linkage_lots(self):
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return [self.lot]
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_get_report_linkage_purchase_lines = (
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ShipmentIn._get_report_linkage_purchase_lines)
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_get_report_linkage_sale_lines = ShipmentIn._get_report_linkage_sale_lines
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_get_report_linkage_purchase = ShipmentIn._get_report_linkage_purchase
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_get_report_linkage_sale = ShipmentIn._get_report_linkage_sale
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_get_report_linkage_product = ShipmentIn._get_report_linkage_product
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def _get_report_linkage_fees(self):
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shipment = getattr(self.lot, 'lot_shipment_in', None)
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return list(getattr(shipment, 'fees', []) or [])
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_get_report_linkage_summary_rows = (
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ShipmentIn._get_report_linkage_summary_rows)
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_get_report_linkage_movement_rows = (
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ShipmentIn._get_report_linkage_movement_rows)
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_get_report_linkage_movement_row = (
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ShipmentIn._get_report_linkage_movement_row)
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_get_report_linkage_pricing_rows = (
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ShipmentIn._get_report_linkage_pricing_rows)
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_get_report_linkage_detail_rows = (
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ShipmentIn._get_report_linkage_detail_rows)
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_get_report_linkage_detail_row = (
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ShipmentIn._get_report_linkage_detail_row)
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_get_report_linkage_fee_detail_row = (
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ShipmentIn._get_report_linkage_fee_detail_row)
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report_linkage_title = ShipmentIn.report_linkage_title
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report_linkage_desk = ShipmentIn.report_linkage_desk
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report_linkage_book = ShipmentIn.report_linkage_book
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report_linkage_strategy = ShipmentIn.report_linkage_strategy
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@property
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def report_linkage_bl_date(self):
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shipment = getattr(self.lot, 'lot_shipment_in', None)
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bl_date = getattr(shipment, 'bl_date', None)
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if not bl_date:
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move = self._get_report_primary_move()
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bl_date = getattr(move, 'bldate', None)
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return bl_date and bl_date.strftime('%A, %B %d, %Y') or ''
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report_linkage_trading_unit = ShipmentIn.report_linkage_trading_unit
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report_linkage_finance_user = ShipmentIn.report_linkage_finance_user
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report_linkage_summary_groups = ShipmentIn.report_linkage_summary_groups
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report_linkage_summary_cost_types = (
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ShipmentIn.report_linkage_summary_cost_types)
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report_linkage_summary_estimated = (
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ShipmentIn.report_linkage_summary_estimated)
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report_linkage_summary_validated = (
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ShipmentIn.report_linkage_summary_validated)
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report_linkage_summary_rows = ShipmentIn.report_linkage_summary_rows
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report_linkage_movement_types = ShipmentIn.report_linkage_movement_types
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report_linkage_movement_references = (
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ShipmentIn.report_linkage_movement_references)
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report_linkage_movement_counterparts = (
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ShipmentIn.report_linkage_movement_counterparts)
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report_linkage_movement_commodities = (
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ShipmentIn.report_linkage_movement_commodities)
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report_linkage_movement_quantities = (
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ShipmentIn.report_linkage_movement_quantities)
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report_linkage_movement_deliveries = (
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ShipmentIn.report_linkage_movement_deliveries)
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report_linkage_movement_basis = ShipmentIn.report_linkage_movement_basis
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report_linkage_movement_periods = (
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ShipmentIn.report_linkage_movement_periods)
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report_linkage_movement_from_dates = (
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ShipmentIn.report_linkage_movement_from_dates)
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report_linkage_movement_to_dates = (
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ShipmentIn.report_linkage_movement_to_dates)
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report_linkage_movement_rows = ShipmentIn.report_linkage_movement_rows
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report_linkage_bank_deal = ShipmentIn.report_linkage_bank_deal
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report_linkage_bank_type = ShipmentIn.report_linkage_bank_type
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report_linkage_bank_name = ShipmentIn.report_linkage_bank_name
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report_linkage_lc_type = ShipmentIn.report_linkage_lc_type
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report_linkage_lc_number = ShipmentIn.report_linkage_lc_number
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report_linkage_lc_amount = ShipmentIn.report_linkage_lc_amount
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report_linkage_lc_expiry_date = ShipmentIn.report_linkage_lc_expiry_date
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report_linkage_pricing_deals = ShipmentIn.report_linkage_pricing_deals
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report_linkage_pricing_sides = ShipmentIn.report_linkage_pricing_sides
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report_linkage_pricing_types = ShipmentIn.report_linkage_pricing_types
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report_linkage_pricing_symbols = ShipmentIn.report_linkage_pricing_symbols
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report_linkage_pricing_periods = ShipmentIn.report_linkage_pricing_periods
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report_linkage_pricing_input_prices = (
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ShipmentIn.report_linkage_pricing_input_prices)
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report_linkage_pricing_rows = ShipmentIn.report_linkage_pricing_rows
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report_linkage_detail_groups = ShipmentIn.report_linkage_detail_groups
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report_linkage_detail_cost_types = (
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ShipmentIn.report_linkage_detail_cost_types)
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report_linkage_detail_counterparts = (
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ShipmentIn.report_linkage_detail_counterparts)
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report_linkage_detail_sources = ShipmentIn.report_linkage_detail_sources
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report_linkage_detail_unit_prices = (
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ShipmentIn.report_linkage_detail_unit_prices)
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report_linkage_detail_quantities = (
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ShipmentIn.report_linkage_detail_quantities)
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report_linkage_detail_estimated = (
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ShipmentIn.report_linkage_detail_estimated)
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report_linkage_detail_validated = (
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ShipmentIn.report_linkage_detail_validated)
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report_linkage_detail_rows = ShipmentIn.report_linkage_detail_rows
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class LotReportLinkageReport(LotQtLinkageReport):
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__name__ = 'lot.report.linkage'
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@classmethod
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def _get_records(cls, ids, model, data):
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LotReport = Pool().get('lot.report')
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records = LotReport.browse(ids)
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linkage_records = []
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for record in records:
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if getattr(record, 'r_lot_type', None) != 'physic':
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raise UserError(
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'Linkage report is only available on physical lot lines.')
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lot = getattr(record, 'r_lot_p', None) or getattr(
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record, 'r_lot_s', None)
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if not lot:
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raise UserError(
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'Linkage report needs a physical lot on the selected line.')
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linkage_records.append(LotReportLinkageRecord(lot, record))
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return linkage_records
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class ShipmentCOOReport(ShipmentTemplateReportMixin, BaseSupplierShipping):
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__name__ = 'stock.shipment.in.coo'
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@@ -250,13 +250,13 @@ this repository contains the full copyright notices and license terms. -->
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<record model="ir.action.report" id="report_shipment_in_linkage">
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<field name="name">Linkage</field>
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<field name="model">lot.qt</field>
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<field name="report_name">lot.qt.linkage</field>
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<field name="model">lot.report</field>
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<field name="report_name">lot.report.linkage</field>
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<field name="report">stock/linkage.fodt</field>
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</record>
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<record model="ir.action.keyword" id="report_shipment_in_linkage_keyword">
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<field name="keyword">form_print</field>
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<field name="model">lot.qt,-1</field>
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<field name="model">lot.report,-1</field>
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<field name="action" ref="report_shipment_in_linkage"/>
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</record>
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@@ -6584,6 +6584,111 @@ class PurchaseTradeTestCase(ModuleTestCase):
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self.assertIn('80.000 USD/MT', lotqt.report_linkage_pricing_input_prices)
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self.assertIn('100.000 USD/MT', lotqt.report_linkage_pricing_input_prices)
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def test_lot_report_linkage_rejects_non_physical_lines(self):
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'lot.report linkage report is only available for physical lines'
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linkage_report = Pool().get('lot.report.linkage', type='report')
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lot_report_model = Mock()
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lot_report_model.browse.return_value = [
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SimpleNamespace(
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id=10000001,
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rec_name='Open quantity',
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r_lot_type='virtual',
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r_lot_p=None,
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r_lot_s=None,
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)
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]
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with patch('trytond.modules.purchase_trade.stock.Pool') as PoolMock:
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PoolMock.return_value.get.return_value = lot_report_model
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with self.assertRaises(UserError):
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linkage_report._get_records([10000001], 'lot.report', {})
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def test_lot_report_linkage_helpers_use_physical_lot(self):
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'lot.report linkage report exposes data from the selected physical lot'
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currency = SimpleNamespace(code='USD')
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unit = SimpleNamespace(symbol='MT')
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product = SimpleNamespace(
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rec_name='Sulphuric Acid',
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name='Sulphuric Acid',
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code='H2SO4')
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purchase = SimpleNamespace(
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id=1,
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number='P-10',
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reference='26.0001',
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currency=currency,
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party=SimpleNamespace(rec_name='SUPPLIER SA'),
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company=SimpleNamespace(party=SimpleNamespace(rec_name='TRADING SA')),
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to_location=SimpleNamespace(rec_name='Odda'),
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incoterm=SimpleNamespace(code='FOB'),
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operator=SimpleNamespace(rec_name='Operator A'))
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sale = SimpleNamespace(
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id=2,
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number='S-20',
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reference='26.0001',
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currency=currency,
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party=SimpleNamespace(rec_name='CLIENT SA'),
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to_location=SimpleNamespace(rec_name='Mejillones'),
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incoterm=SimpleNamespace(code='CFR'))
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period = SimpleNamespace(rec_name='Chile FY26')
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purchase_line = SimpleNamespace(
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id=11,
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product=product,
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purchase=purchase,
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quantity_theorical=Decimal('100'),
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quantity=Decimal('100'),
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unit_price=Decimal('80'),
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unit=unit,
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price_type='fixed',
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del_period=period,
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period_at='laycan',
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from_del=datetime.date(2026, 4, 30),
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to_del=datetime.date(2026, 5, 8),
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fees=[],
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mtm=[])
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sale_line = SimpleNamespace(
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id=12,
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product=product,
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sale=sale,
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quantity_theorical=Decimal('100'),
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quantity=Decimal('100'),
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unit_price=Decimal('100'),
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unit=unit,
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price_type='fixed',
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del_period=period,
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period_at='laycan',
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from_del=datetime.date(2026, 4, 30),
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to_del=datetime.date(2026, 4, 30),
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fees=[],
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mtm=[])
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physical_lot = SimpleNamespace(
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id=101,
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rec_name='LOT-101',
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line=purchase_line,
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sale_line=sale_line,
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lot_shipment_in=SimpleNamespace(
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bl_date=datetime.date(2026, 4, 30),
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fees=[]),
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move=None)
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lot_report = SimpleNamespace(
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id=101,
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rec_name='Physical lot',
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r_lot_type='physic',
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r_lot_p=physical_lot,
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r_lot_s=None)
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record = stock_module.LotReportLinkageRecord(
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physical_lot, lot_report)
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self.assertEqual(
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record.report_linkage_title, 'Linkage P-10/S-20 26.0001')
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self.assertEqual(record.report_linkage_bl_date, 'Thursday, April 30, 2026')
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self.assertIn('Purchases', record.report_linkage_summary_groups)
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self.assertIn('Sales', record.report_linkage_summary_groups)
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self.assertIn('P-10', record.report_linkage_movement_references)
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self.assertIn('S-20', record.report_linkage_movement_references)
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self.assertIn('80.000 USD/MT', record.report_linkage_pricing_input_prices)
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self.assertIn('100.000 USD/MT', record.report_linkage_pricing_input_prices)
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def test_shipment_insurance_contact_surveyor_prefers_shipment_surveyor(self):
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'insurance contact surveyor property uses shipment surveyor first'
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ShipmentIn = Pool().get('stock.shipment.in')
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