224 lines
7.6 KiB
ReStructuredText
Executable File
224 lines
7.6 KiB
ReStructuredText
Executable File
=======================================
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Purchase Request For Quotation Scenario
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=======================================
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Imports::
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>>> import datetime as dt
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>>> from decimal import Decimal
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>>> from proteus import Model, Report, Wizard
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>>> from trytond.modules.account.tests.tools import create_chart, get_accounts
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>>> from trytond.modules.company.tests.tools import create_company, get_company
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>>> from trytond.tests.tools import activate_modules, assertEqual, set_user
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>>> today = dt.date.today()
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Activate purchase_request_quotation Module::
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>>> config = activate_modules(['purchase_request_quotation',
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... 'purchase_requisition'])
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Create company::
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>>> _ = create_company()
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>>> company = get_company()
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Create chart of accounts::
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>>> _ = create_chart(company)
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>>> accounts = get_accounts(company)
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>>> expense = accounts['expense']
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Create purchase user which is also in requisition approval group::
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>>> User = Model.get('res.user')
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>>> Group = Model.get('res.group')
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>>> Party = Model.get('party.party')
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>>> Employee = Model.get('company.employee')
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>>> purchase_user = User()
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>>> purchase_user.name = 'Purchase'
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>>> purchase_user.login = 'purchase'
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>>> purchase_group, = Group.find([('name', '=', 'Purchase')])
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>>> purchase_user.groups.append(purchase_group)
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>>> purchase_request_group, = Group.find(
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... [('name', '=', 'Purchase Request')])
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>>> purchase_user.groups.append(purchase_request_group)
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>>> requisition_group, = Group.find([
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... ('name', '=', 'Purchase Requisition')])
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>>> purchase_user.groups.append(requisition_group)
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>>> requisition_approval_group, = Group.find([
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... ('name', '=', 'Purchase Requisition Approval')])
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>>> purchase_user.groups.append(requisition_approval_group)
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>>> employee_party = Party(name='Employee')
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>>> employee_party.save()
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>>> employee = Employee(party=employee_party)
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>>> employee.save()
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>>> purchase_user.employees.append(employee)
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>>> purchase_user.employee = employee
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>>> purchase_user.save()
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Create suppliers::
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>>> supplier = Party(name='Supplier')
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>>> supplier.save()
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>>> supplier2 = Party(name='Supplier2')
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>>> supplier2.save()
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Create account category::
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>>> ProductCategory = Model.get('product.category')
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>>> account_category = ProductCategory(name="Account Category")
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>>> account_category.accounting = True
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>>> account_category.account_expense = expense
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>>> account_category.save()
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Create product::
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>>> ProductUom = Model.get('product.uom')
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>>> ProductTemplate = Model.get('product.template')
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>>> Product = Model.get('product.product')
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>>> unit, = ProductUom.find([('name', '=', 'Unit')])
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>>> product = Product()
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>>> template = ProductTemplate()
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>>> template.name = 'Product'
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>>> template.default_uom = unit
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>>> template.type = 'goods'
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>>> template.list_price = Decimal('20.000')
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>>> template.purchasable = True
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>>> template.account_category = account_category
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>>> template.save()
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>>> product.template = template
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>>> product.cost_price = Decimal('8.000')
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>>> product.save()
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Create purchase requisition::
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>>> set_user(purchase_user)
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>>> Location = Model.get('stock.location')
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>>> warehouse_loc, = Location.find([('code', '=', 'WH')])
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>>> PurchaseRequisition = Model.get('purchase.requisition')
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>>> requisition = PurchaseRequisition()
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>>> requisition.description = 'Description'
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>>> requisition.employee = employee
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>>> requisition.supply_date = today
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>>> requisition_line = requisition.lines.new()
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>>> requisition_line.product = product
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>>> requisition_line.description = 'Description'
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>>> requisition_line.quantity = 2.0
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>>> requisition_line.supplier = supplier
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>>> requisition_line.unit_price = Decimal('10.0')
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>>> requisition.warehouse = warehouse_loc
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>>> requisition.click('wait')
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>>> requisition.click('approve')
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>>> requisition.state
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'processing'
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Create Purchase Request Quotation from Purchase Request and
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add another supplier::
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>>> PurchaseRequest = Model.get('purchase.request')
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>>> purchase_request, = PurchaseRequest.find([('state', '=', 'draft')])
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>>> purchase_request.state
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'draft'
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>>> create_quotation = Wizard(
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... 'purchase.request.quotation.create', [purchase_request])
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>>> assertEqual(create_quotation.form.suppliers, [supplier])
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>>> create_quotation.form.suppliers.append(Party(supplier2.id))
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>>> create_quotation.execute('create_quotations')
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>>> create_quotation.execute('end')
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>>> purchase_request.state
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'quotation'
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Check Quotation Lines (1 Request with 2 Suppliers = 2 Quotation Lines)::
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>>> QuotationLine = Model.get('purchase.request.quotation.line')
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>>> quotation_lines = QuotationLine.find(
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... [('quotation_state', '=', 'draft')])
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>>> len(quotation_lines)
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2
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Send Quotations::
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>>> Quotation = Model.get('purchase.request.quotation')
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>>> quotations = Quotation.find([('state', '=', 'draft')])
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>>> len(quotations)
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2
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>>> for quotation in quotations:
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... quotation.click('send')
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>>> quotations = Quotation.find([('state', '=', 'sent')])
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>>> len(quotations)
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2
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Create the report::
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>>> quotation = quotations[0]
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>>> quotation_report = Report('purchase.request.quotation')
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>>> ext, _, _, name = quotation_report.execute(quotations[:1], {})
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>>> ext
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'odt'
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>>> name
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'Purchase Request Quotation-1'
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Suppliers will answer to quotation with their best unit price::
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>>> quotation, = Quotation.find([
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... ('state', '=', 'sent'),
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... ('supplier', '=', supplier.id)
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... ])
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>>> quotation.lines[0].unit_price = Decimal('11.000')
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>>> quotation.click('receive')
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>>> quotation, = Quotation.find([
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... ('state', '=', 'sent'),
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... ('supplier', '=', supplier2.id)
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... ])
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>>> quotation.lines[0].unit_price = Decimal('8.000')
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>>> quotation.click('receive')
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Purchase Request state is now 'received'::
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>>> PurchaseRequest = Model.get('purchase.request')
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>>> prequest, = PurchaseRequest.find([('state', '=', 'received')])
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Duplication of the Purchase Request and set the preferred_quotation_line field
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with a quotation not having the minimum price unit::
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>>> set_user(0)
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>>> prequest2, = prequest.duplicate()
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>>> set_user(purchase_user)
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>>> prequest2.preferred_quotation_line = sorted(
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... prequest2.quotation_lines, key=lambda q: q.unit_price)[-1]
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>>> prequest2.preferred_quotation_line.unit_price
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Decimal('11.000')
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>>> prequest2.save()
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Create Purchase Order from Purchase Request and check if supplier with
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best price from quotations was selected (supplier2 price)::
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>>> create_purchase = Wizard('purchase.request.create_purchase', [prequest])
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>>> prequest.state
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'purchased'
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>>> Purchase = Model.get('purchase.purchase')
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>>> purchase, = Purchase.find([
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... ('state', '=', 'draft'),
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... ])
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>>> assertEqual(purchase.party, supplier2)
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>>> purchase.lines[0].unit_price
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Decimal('8.000')
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Create Purchase Order from Purchase Request having a preferred_quotation_line
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and check if supplier from this quotation was selected::
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>>> create_purchase = Wizard('purchase.request.create_purchase',
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... [prequest2])
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>>> prequest2.state
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'purchased'
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>>> Purchase = Model.get('purchase.purchase')
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>>> purchase, = Purchase.find([
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... ('state', '=', 'draft'),
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... ('party', '=', supplier)
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... ])
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>>> purchase.lines[0].unit_price
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Decimal('11.000')
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