71f39c8d33
Replaces Enterprise's documents_account with a Fusion-native bridge. When a PDF/image lands in the Documents app, users can convert it into a draft vendor bill via a wizard that copies the document's binary onto the new account.move and posts a chatter note linking back to the source document. Adds: - documents.document.move_id (Many2one to the linked invoice) - documents.document.is_invoice_candidate (computed; True for unlinked PDF/image binaries) - documents.document.action_create_invoice() opens the wizard - account.move.source_document_ids reverse linkage + statinfo button - fusion.create.invoice.from.document.wizard (TransientModel + form) - ir.actions.server bound to documents.document so the workflow appears in the kanban/list Actions menu (the Documents app has no regular form view to inherit from in v19) The wizard: - defaults to the company's first purchase journal - supports vendor bill or vendor credit note - copies the source attachment onto the new move - posts a chatter note linking back - marks the document linked so it stops appearing as a candidate Auto-installs when documents + fusion_accounting_core are both present. 8 unit tests cover the candidate flag, wizard happy path, attachment copy, reverse linkage, already-linked guard, non-PDF guard, and credit-note creation. Made-with: Cursor
141 lines
4.9 KiB
Python
141 lines
4.9 KiB
Python
"""Tests for the documents.document <-> account.move bridge."""
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import base64
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from odoo.exceptions import UserError
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from odoo.tests import tagged
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from odoo.tests.common import TransactionCase
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@tagged('post_install', '-at_install', 'fusion_accounting_documents')
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class TestDocumentToInvoice(TransactionCase):
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.vendor = cls.env['res.partner'].create({
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'name': 'Test Doc Vendor',
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'supplier_rank': 1,
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})
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cls.purchase_journal = cls.env['account.journal'].search(
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[('type', '=', 'purchase'),
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('company_id', '=', cls.env.company.id)],
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limit=1,
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)
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def _make_document(self, name='Test Bill PDF',
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mimetype='application/pdf',
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payload=b'%PDF-fake-bill-content'):
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attachment = self.env['ir.attachment'].create({
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'name': name,
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'datas': base64.b64encode(payload),
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'mimetype': mimetype,
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})
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Document = self.env['documents.document']
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doc_vals = {
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'name': name,
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'attachment_id': attachment.id,
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'mimetype': mimetype,
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'type': 'binary',
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}
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if 'folder_id' in Document._fields:
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folder = Document.search(
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[('type', '=', 'folder')], limit=1,
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)
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if folder:
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doc_vals['folder_id'] = folder.id
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return Document.create(doc_vals)
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def test_invoice_candidate_flag_pdf(self):
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doc = self._make_document()
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self.assertTrue(doc.is_invoice_candidate)
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def test_invoice_candidate_flag_image(self):
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doc = self._make_document(
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name='scan.png',
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mimetype='image/png',
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payload=b'\x89PNG\r\n\x1a\nfake',
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)
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self.assertTrue(doc.is_invoice_candidate)
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def test_invoice_candidate_flag_text_excluded(self):
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doc = self._make_document(
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name='note.txt',
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mimetype='text/plain',
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payload=b'just a note',
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)
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self.assertFalse(doc.is_invoice_candidate)
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def test_action_create_invoice_opens_wizard(self):
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doc = self._make_document()
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action = doc.action_create_invoice()
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self.assertEqual(action['type'], 'ir.actions.act_window')
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self.assertEqual(
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action['res_model'],
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'fusion.create.invoice.from.document.wizard',
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)
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self.assertEqual(action['target'], 'new')
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self.assertEqual(action['context']['default_document_id'], doc.id)
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def test_wizard_creates_invoice_and_links(self):
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doc = self._make_document()
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wizard = self.env['fusion.create.invoice.from.document.wizard'].create({
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'document_id': doc.id,
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'partner_id': self.vendor.id,
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'move_type': 'in_invoice',
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})
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self.assertTrue(wizard.journal_id, "Default journal should resolve")
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action = wizard.action_create_invoice()
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self.assertEqual(action['res_model'], 'account.move')
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move = self.env['account.move'].browse(action['res_id'])
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self.assertEqual(move.move_type, 'in_invoice')
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self.assertEqual(move.partner_id, self.vendor)
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self.assertEqual(doc.move_id, move)
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self.assertFalse(doc.is_invoice_candidate,
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"Linked docs should no longer be candidates")
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self.assertEqual(move.source_document_count, 1)
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self.assertIn(doc, move.source_document_ids)
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attachments = self.env['ir.attachment'].search([
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('res_model', '=', 'account.move'),
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('res_id', '=', move.id),
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])
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self.assertTrue(
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attachments,
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"An attachment copy should land on the new move",
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)
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def test_action_create_invoice_already_linked_raises(self):
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doc = self._make_document()
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existing_move = self.env['account.move'].create({
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'move_type': 'in_invoice',
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'partner_id': self.vendor.id,
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})
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doc.move_id = existing_move.id
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with self.assertRaises(UserError):
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doc.action_create_invoice()
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def test_action_create_invoice_non_candidate_raises(self):
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doc = self._make_document(
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name='note.txt',
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mimetype='text/plain',
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payload=b'hello',
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)
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with self.assertRaises(UserError):
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doc.action_create_invoice()
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def test_wizard_creates_credit_note(self):
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doc = self._make_document(name='credit-note.pdf')
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wizard = self.env['fusion.create.invoice.from.document.wizard'].create({
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'document_id': doc.id,
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'partner_id': self.vendor.id,
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'move_type': 'in_refund',
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})
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action = wizard.action_create_invoice()
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move = self.env['account.move'].browse(action['res_id'])
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self.assertEqual(move.move_type, 'in_refund')
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self.assertEqual(doc.move_id, move)
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