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tradon/modules/purchase_request_quotation/tests/scenario_purchase_request_quotation.rst
2025-12-26 13:11:43 +00:00

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