[accounting_ui_test] Add necessary scripts for Report UI Testing

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createDocument.py

+"""Create document of `portal_type` inside `parent` or Accounting Module.
+
+`embedded` is a list of documents to create inside the top-level document
+`simulation_state` is known to be a workflow transition variable thus we correctly
+                   use workflows to change the state
+"""
+portal = context.getPortalObject()
+parent = parent or portal.accounting_module
+document = parent.newContent(portal_type=portal_type, **kwargs)
+
+for embed in embedded:
+  script(parent=document, **embed)
+
+if simulation_state == 'planned':
+  document.plan()
+elif simulation_state == 'validated':
+  document.validate()
+elif simulation_state == 'confirmed':
+  document.confirm()
+elif simulation_state in ('stopped', 'delivered'):
+  document.stop()
+  if simulation_state == 'delivered':
+    document.deliver()
+
+return document

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createDocument.xml

+<?xml version="1.0"?>
+<ZopeData>
+  <record id="1" aka="AAAAAAAAAAE=">
+    <pickle>
+      <global name="PythonScript" module="Products.PythonScripts.PythonScript"/>
+    </pickle>
+    <pickle>
+      <dictionary>
+        <item>
+            <key> <string>Script_magic</string> </key>
+            <value> <int>3</int> </value>
+        </item>
+        <item>
+            <key> <string>_bind_names</string> </key>
+            <value>
+              <object>
+                <klass>
+                  <global name="NameAssignments" module="Shared.DC.Scripts.Bindings"/>
+                </klass>
+                <tuple/>
+                <state>
+                  <dictionary>
+                    <item>
+                        <key> <string>_asgns</string> </key>
+                        <value>
+                          <dictionary>
+                            <item>
+                                <key> <string>name_container</string> </key>
+                                <value> <string>container</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_context</string> </key>
+                                <value> <string>context</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_m_self</string> </key>
+                                <value> <string>script</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_subpath</string> </key>
+                                <value> <string>traverse_subpath</string> </value>
+                            </item>
+                          </dictionary>
+                        </value>
+                    </item>
+                  </dictionary>
+                </state>
+              </object>
+            </value>
+        </item>
+        <item>
+            <key> <string>_params</string> </key>
+            <value> <string>portal_type, simulation_state=None, parent=None, embedded=(), **kwargs</string> </value>
+        </item>
+        <item>
+            <key> <string>id</string> </key>
+            <value> <string>AccountingZuite_createDocument</string> </value>
+        </item>
+        <item>
+            <key> <string>title</string> </key>
+            <value> <string></string> </value>
+        </item>
+      </dictionary>
+    </pickle>
+  </record>
+</ZopeData>

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportAgedBalanceDataset.py

+"""Create data set for aged balance:
+$last_month: Purchase invoice 1 (500)
+$last_month: Sale invoice 2 (300)
+$next_month: Payment 1 (500)
+$this_month + one_day: Payment 2 (300)
+"""
+from Products.ZSQLCatalog.SQLCatalog import SimpleQuery
+from DateTime import DateTime
+
+portal = context.getPortalObject()
+account_module = portal.account_module
+organisation_module = portal.organisation_module
+
+now = DateTime()
+this_month = DateTime(now.year(), now.month(), 1)
+last_month = this_month - 1
+next_month = this_month + 32
+later_this_month = this_month + 8
+
+def get_object_by_title(portal_type, title):
+  """Use portal catalog to search&fetch the object."""
+  result = portal.portal_catalog(
+    portal_type=portal_type,
+    title=SimpleQuery(title=title, comparison_operator='='))
+  if len(result) == 1:
+    return result.getObject()
+  return None
+
+
+bank1 = get_object_by_title(portal_type='Bank Account', title='Bank1')
+if bank1 is None:
+  bank1 = portal.AccountingZuite_createDocument(
+    portal_type='Bank Account', title='Bank1', simulation_state='validated', 
+    parent=organisation_module.my_organisation)
+
+purchase1 = portal.AccountingZuite_createDocument(
+    portal_type='Purchase Invoice Transaction',
+    title='Purchase invoice 1',
+    destination_reference='1',
+    source_reference='no',
+    reference='ref1',
+    simulation_state='delivered',
+    ledger='',
+    source_section_value=organisation_module.supplier,
+    start_date=last_month,
+    embedded=(dict(portal_type='Purchase Invoice Transaction Line',
+              destination_value=account_module.goods_purchase,
+              destination_debit=500.0),
+              dict(portal_type='Purchase Invoice Transaction Line',
+              destination_value=account_module.payable,
+              destination_credit=500.0)),
+    )
+
+sale2 = portal.AccountingZuite_createDocument(
+    portal_type='Sale Invoice Transaction',
+    title='Sale invoice 2',
+    source_reference='2',
+    destination_reference='no',
+    reference='ref2',
+    simulation_state='delivered',
+    ledger='',
+    destination_section_value=organisation_module.client_1,
+    start_date=last_month,
+    embedded=(dict(portal_type='Sale Invoice Transaction Line',
+              source_value=account_module.goods_sales,
+              source_credit=300.0),
+              dict(portal_type='Sale Invoice Transaction Line',
+              source_value=account_module.receivable,
+              source_debit=300.0)),
+    )
+
+portal.Zuite_waitForActivities()
+
+payment3 = portal.AccountingZuite_createDocument(
+    portal_type='Payment Transaction',
+    title='Payment 1',
+    source_reference='3',
+    destination_reference='no',
+    simulation_state='delivered',
+    ledger='',
+    causality_value=purchase1,
+    payment_mode='payment_mode',
+    destination_section_value=organisation_module.supplier,
+    start_date=next_month,
+    embedded=(dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.payable,
+              source_debit=500.0),
+              dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.bank,
+              source_credit=500.0)),
+    )
+
+payment4 = portal.AccountingZuite_createDocument(
+    portal_type='Payment Transaction',
+    title='Payment 2',
+    source_reference='4',
+    destination_reference='4',
+    simulation_state='delivered',
+    causality_value=sale2,
+    payment_mode='payment_mode',
+    ledger='',
+    destination_section_value=organisation_module.client_1,
+    start_date=later_this_month,
+    embedded=(dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.bank,
+              source_debit=300.0),
+              dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.receivable,
+              source_credit=300.0)),
+    )
+
+# we should have all receivable and payable lines grouped.
+for transaction in [purchase1, sale2, payment3, payment4]:
+  for line in transaction.getMovementList():
+    if (line.getSourceValue() in (account_module.receivable,
+                                  account_module.payable) or
+        line.getDestinationValue() in (account_module.receivable,
+                                       account_module.payable)):
+      assert line.getGroupingReference()
+      assert line.getGroupingDate()

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportAgedBalanceDataset.xml

+<?xml version="1.0"?>
+<ZopeData>
+  <record id="1" aka="AAAAAAAAAAE=">
+    <pickle>
+      <global name="Python Script" module="erp5.portal_type"/>
+    </pickle>
+    <pickle>
+      <dictionary>
+        <item>
+            <key> <string>Script_magic</string> </key>
+            <value> <int>3</int> </value>
+        </item>
+        <item>
+            <key> <string>_bind_names</string> </key>
+            <value>
+              <object>
+                <klass>
+                  <global name="NameAssignments" module="Shared.DC.Scripts.Bindings"/>
+                </klass>
+                <tuple/>
+                <state>
+                  <dictionary>
+                    <item>
+                        <key> <string>_asgns</string> </key>
+                        <value>
+                          <dictionary>
+                            <item>
+                                <key> <string>name_container</string> </key>
+                                <value> <string>container</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_context</string> </key>
+                                <value> <string>context</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_m_self</string> </key>
+                                <value> <string>script</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_subpath</string> </key>
+                                <value> <string>traverse_subpath</string> </value>
+                            </item>
+                          </dictionary>
+                        </value>
+                    </item>
+                  </dictionary>
+                </state>
+              </object>
+            </value>
+        </item>
+        <item>
+            <key> <string>_params</string> </key>
+            <value> <string></string> </value>
+        </item>
+        <item>
+            <key> <string>description</string> </key>
+            <value>
+              <none/>
+            </value>
+        </item>
+        <item>
+            <key> <string>id</string> </key>
+            <value> <string>AccountingZuite_createReportAgedBalanceDataset</string> </value>
+        </item>
+        <item>
+            <key> <string>portal_type</string> </key>
+            <value> <string>Python Script</string> </value>
+        </item>
+      </dictionary>
+    </pickle>
+  </record>
+</ZopeData>

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportDataset.py

+"""Create Dataset for basic Trial Balance Report such as defined at
+https://lab.nexedi.com/nexedi/erp5/blob/master/product/ERP5/tests/testAccountingReports.py#L563
+
+The test operates on 'today' transactions.
+"""
+
+from DateTime import DateTime
+
+portal = context.getPortalObject()
+person_module = portal.person_module
+accounting_module = portal.accounting_module
+account_module = portal.account_module
+organisation_module = portal.organisation_module
+
+one_hour = 1.0 / 24.0
+one_day = 1.0
+now = DateTime()
+today = DateTime(now.year(), now.month(), now.day()) + 8 * one_hour
+yesterday = today - one_day
+tomorrow = today + one_day
+
+bank1 = context.AccountingZuite_createDocument(
+  parent=organisation_module.my_organisation,
+  portal_type='Bank Account',
+  title='Bank1',
+  simulation_state='validated'
+)
+bank2 = bank1
+
+if two_banks:
+  bank2 = context.AccountingZuite_createDocument(
+    parent=organisation_module.my_organisation,
+    portal_type='Bank Account',
+    title='Bank2',
+    simulation_state='validated'
+  )
+
+
+context.AccountingZuite_createDocument(
+  portal_type='Accounting Transaction',
+  title='Transaction 1',
+  source_reference='1',
+  reference='ref1',
+  simulation_state='delivered',
+  destination_section_value=organisation_module.client_1,
+  start_date=yesterday,
+  embedded=(dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.receivable,
+            source_debit=100.0),
+            dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.payable,
+            source_credit=100.0)),
+  )
+
+context.AccountingZuite_createDocument(
+  portal_type='Accounting Transaction',
+  title='Transaction 2',
+  source_reference='2',
+  reference='ref2',
+  simulation_state='delivered',
+  destination_section_value=organisation_module.client_1,
+  start_date=yesterday + one_hour,
+  embedded=(dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.payable,
+            source_debit=200.0),
+            dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.receivable,
+            source_credit=200.0)),
+  )
+
+# in the period
+
+context.AccountingZuite_createDocument(
+  portal_type='Payment Transaction',
+  title='Transaction 3',
+  source_reference='3',
+  reference='ref3',
+  simulation_state='delivered',
+  source_payment_value=bank1,
+  destination_section_value=organisation_module.client_1,
+  start_date=today + one_hour,
+  embedded=(dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.receivable,
+            source_debit=300.0),
+            dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.bank,
+            source_credit=300.0)),
+  )
+
+context.AccountingZuite_createDocument(
+  portal_type='Payment Transaction',
+  title='Transaction 4',
+  destination_reference='4',
+  reference='ref4',
+  simulation_state='delivered',
+  destination_section_value=organisation_module.my_organisation,
+  destination_payment_value=bank1,
+  source_section_value=organisation_module.client_2,
+  stop_date=today + 2 * one_hour,
+  start_date=yesterday,
+  embedded=(dict(portal_type='Accounting Transaction Line',
+            destination_value=account_module.receivable,
+            destination_debit=400.0),
+            dict(portal_type='Accounting Transaction Line',
+            destination_value=account_module.bank,
+            destination_credit=400.0)),
+  )
+
+context.AccountingZuite_createDocument(
+  portal_type='Accounting Transaction',
+  title='Transaction 5',
+  source_reference='5',
+  reference='ref5',
+  simulation_state='delivered',
+  source_payment_value=bank2,
+  destination_section_value=person_module.john_smith,
+  start_date=today + 3 * one_hour,
+  embedded=(dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.receivable,
+            source_debit=500.0),
+            dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.bank,
+            source_credit=500.0)),
+  )
+
+context.AccountingZuite_createDocument(
+  portal_type='Purchase Invoice Transaction',
+  title='Transaction 6',
+  destination_reference='6',
+  reference='ref6',
+  simulation_state='delivered',
+  destination_payment_value=bank2,
+  source_section_value=organisation_module.client_1,
+  start_date=yesterday + 2 * one_hour,
+  stop_date=today + 4 * one_hour,
+  embedded=(dict(portal_type='Purchase Invoice Transaction Line',
+            destination_value=account_module.receivable,
+            destination_debit=600.0),
+            dict(portal_type='Purchase Invoice Transaction Line',
+            destination_value=account_module.bank,
+            destination_credit=600.0)),
+  )
+
+# another simulation state
+
+context.AccountingZuite_createDocument(
+  portal_type='Accounting Transaction',
+  title='Transaction 7',
+  source_reference='7',
+  reference='ref7',
+  simulation_state='stopped',
+  source_payment_value=bank2,
+  destination_section_value=organisation_module.client_1,
+  start_date=today + 5 * one_hour,
+  embedded=(dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.receivable,
+            source_debit=700.0),
+            dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.bank,
+            source_credit=700.0)),
+  )
+
+# after the period
+
+context.AccountingZuite_createDocument(
+  portal_type='Accounting Transaction',
+  title='Transaction 8',
+  source_reference='8',
+  reference='ref8',
+  simulation_state='delivered',
+  source_payment_value=bank2,
+  destination_section_value=organisation_module.client_1,
+  start_date=tomorrow,
+  embedded=(dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.receivable,
+            source_debit=800.0),
+            dict(portal_type='Accounting Transaction Line',
+            source_value=account_module.bank,
+            source_credit=800.0)),
+  )

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportDataset.xml

+<?xml version="1.0"?>
+<ZopeData>
+  <record id="1" aka="AAAAAAAAAAE=">
+    <pickle>
+      <global name="PythonScript" module="Products.PythonScripts.PythonScript"/>
+    </pickle>
+    <pickle>
+      <dictionary>
+        <item>
+            <key> <string>Script_magic</string> </key>
+            <value> <int>3</int> </value>
+        </item>
+        <item>
+            <key> <string>_bind_names</string> </key>
+            <value>
+              <object>
+                <klass>
+                  <global name="NameAssignments" module="Shared.DC.Scripts.Bindings"/>
+                </klass>
+                <tuple/>
+                <state>
+                  <dictionary>
+                    <item>
+                        <key> <string>_asgns</string> </key>
+                        <value>
+                          <dictionary>
+                            <item>
+                                <key> <string>name_container</string> </key>
+                                <value> <string>container</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_context</string> </key>
+                                <value> <string>context</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_m_self</string> </key>
+                                <value> <string>script</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_subpath</string> </key>
+                                <value> <string>traverse_subpath</string> </value>
+                            </item>
+                          </dictionary>
+                        </value>
+                    </item>
+                  </dictionary>
+                </state>
+              </object>
+            </value>
+        </item>
+        <item>
+            <key> <string>_params</string> </key>
+            <value> <string>two_banks=False</string> </value>
+        </item>
+        <item>
+            <key> <string>id</string> </key>
+            <value> <string>AccountingZuite_createReportDataset</string> </value>
+        </item>
+      </dictionary>
+    </pickle>
+  </record>
+</ZopeData>

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportJournalDataset.py

+from DateTime import DateTime
+
+portal = context.getPortalObject()
+accounting_module = portal.accounting_module
+account_module = portal.account_module
+
+one_hour = 1.0 / 24.0
+today = DateTime(DateTime().Date()) + 8 * one_hour
+yesterday = today - 1
+tomorrow = today + 1
+
+
+context.AccountingZuite_createDocument(
+  portal_type='Accounting Transaction',
+  simulation_state='delivered',
+  start_date=yesterday,
+  embedded=[
+    {"portal_type": 'Accounting Transaction Line',
+     "source_value": account_module.equity,
+     "source_debit": 100},
+    {"portal_type": 'Accounting Transaction Line',
+     "source_value": account_module.stocks,
+     "source_credit": 100}
+  ]
+)
+context.AccountingZuite_createDocument(
+  portal_type='Sale Invoice Transaction',
+  title='First One',
+  simulation_state='delivered',
+  reference='1',
+  destination_section_value=portal.organisation_module.client_1,
+  start_date=today,
+  embedded=[
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.receivable,
+     "source_debit": 119.60},
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.collected_vat,
+     "source_credit": 19.60},
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.goods_sales,
+     "source_credit": 100.00},
+  ]
+)
+context.AccountingZuite_createDocument(
+  portal_type='Sale Invoice Transaction',
+  title='Second One',
+  simulation_state='delivered',
+  reference='2',
+  destination_section_value=portal.organisation_module.client_2,
+  start_date=today + one_hour,
+  # different values of hour minutes, because /for now/ sorting is
+  # done on date, uid. Sorting on [source|destination]_reference
+  # would be too heavy, and we just want a sort on date, with a
+  # stable order (hence the cheap sort on uid)
+  embedded=[
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.receivable,
+     "source_debit": 239.20},
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.collected_vat,
+     "source_credit": 39.20},
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.goods_sales,
+     "source_credit": 200.00},
+  ]
+)
+context.AccountingZuite_createDocument(
+  portal_type='Sale Invoice Transaction',
+  title='Third One',
+  simulation_state='delivered',
+  reference='3',
+  destination_section_value=portal.person_module.john_smith,
+  start_date=today + 2 * one_hour,
+  embedded=[
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.receivable,
+     "source_debit": 358.80},
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.collected_vat,
+     "source_credit": 58.80},
+    {"portal_type": 'Sale Invoice Transaction Line',
+     "source_value": account_module.goods_sales,
+     "title": 'Line Title',
+     "source_credit": 300.00},
+  ]
+)
+context.AccountingZuite_createDocument(
+  portal_type='Accounting Transaction',
+  simulation_state='delivered',
+  start_date=today,
+  embedded=[
+    {"portal_type": 'Accounting Transaction Line',
+     "source_value": account_module.equity,
+     "source_debit": 111},
+    {"portal_type": 'Accounting Transaction Line',
+     "source_value": account_module.stocks,
+     "source_credit": 111},
+  ]
+)
+context.AccountingZuite_createDocument(
+  portal_type='Sale Invoice Transaction',
+  simulation_state='delivered',
+  destination_section_value=portal.organisation_module.client_2,
+  start_date=tomorrow,
+  embedded=[
+    {"portal_type": "Sale Invoice Transaction Line",
+     "source_value": account_module.receivable,
+     "source_debit": 598.00},
+    {"portal_type": "Sale Invoice Transaction Line",
+     "source_value": account_module.collected_vat,
+     "source_credit": 98.00},
+    {"portal_type": "Sale Invoice Transaction Line",
+     "source_value": account_module.goods_sales,
+     "source_credit": 500.00}])

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportJournalDataset.xml

+<?xml version="1.0"?>
+<ZopeData>
+  <record id="1" aka="AAAAAAAAAAE=">
+    <pickle>
+      <global name="PythonScript" module="Products.PythonScripts.PythonScript"/>
+    </pickle>
+    <pickle>
+      <dictionary>
+        <item>
+            <key> <string>Script_magic</string> </key>
+            <value> <int>3</int> </value>
+        </item>
+        <item>
+            <key> <string>_bind_names</string> </key>
+            <value>
+              <object>
+                <klass>
+                  <global name="NameAssignments" module="Shared.DC.Scripts.Bindings"/>
+                </klass>
+                <tuple/>
+                <state>
+                  <dictionary>
+                    <item>
+                        <key> <string>_asgns</string> </key>
+                        <value>
+                          <dictionary>
+                            <item>
+                                <key> <string>name_container</string> </key>
+                                <value> <string>container</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_context</string> </key>
+                                <value> <string>context</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_m_self</string> </key>
+                                <value> <string>script</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_subpath</string> </key>
+                                <value> <string>traverse_subpath</string> </value>
+                            </item>
+                          </dictionary>
+                        </value>
+                    </item>
+                  </dictionary>
+                </state>
+              </object>
+            </value>
+        </item>
+        <item>
+            <key> <string>_params</string> </key>
+            <value> <string></string> </value>
+        </item>
+        <item>
+            <key> <string>id</string> </key>
+            <value> <string>AccountingZuite_createReportJournalDataset</string> </value>
+        </item>
+      </dictionary>
+    </pickle>
+  </record>
+</ZopeData>

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportOtherPartiesDataset.py

+"""Create Dataset for basic Trial Balance Report such as defined at
+https://lab.nexedi.com/nexedi/erp5/blob/master/product/ERP5/tests/testAccountingReports.py#L4583
+
+The test operates on 'today' transactions.
+
+:param with_ledger: if true then data are prepared for 
+    testOtherPartiesReportLedger unittest rather than testOtherPartiesReport
+"""
+
+from DateTime import DateTime
+
+portal = context.getPortalObject()
+accounting_module = portal.accounting_module
+account_module = portal.account_module
+ledger = portal.portal_categories.ledger
+organisation_module = portal.organisation_module
+person_module = portal.person_module
+
+one_hour = 1.0 / 24.0
+now = DateTime()
+today = DateTime(now.year(), now.month(), now.day()) + 8 * one_hour
+
+if with_ledger:
+    extra_kwargs_general = {'ledger': 'accounting/general'}
+    extra_kwargs_detailed = {'ledger': 'accounting/detailed'}
+
+    accounting_ledger = ledger.get('accounting', None) \
+        or ledger.newContent(portal_type='Category', id='accounting')
+
+    if accounting_ledger.get('general', None) is None:
+        accounting_ledger.newContent(portal_type='Category', id='general')
+    if accounting_ledger.get('detailed', None) is None:
+        accounting_ledger.newContent(portal_type='Category', id='detailed')
+
+    # necessary for the "ledger" form field to appear and have correct options
+    accounting_transaction = portal.portal_types.get('Accounting Transaction')
+    if not accounting_transaction.getLedgerList():
+        accounting_transaction.setProperty(
+            "ledger_list", ['accounting/general', 'accounting/detailed'])
+else:
+    extra_kwargs_general = {}
+    extra_kwargs_detailed = {}
+
+context.AccountingZuite_createDocument(
+    portal_type='Accounting Transaction',
+    title='Transaction 1',
+    source_reference='1',
+    simulation_state='delivered',
+    destination_section_value=organisation_module.client_1,
+    start_date=today + 1 * one_hour,
+    embedded=(dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.receivable,
+              source_debit=100.0),
+              dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.goods_sales,
+              source_credit=100.0)),
+    **extra_kwargs_general
+    )
+
+context.AccountingZuite_createDocument(
+    portal_type='Accounting Transaction',
+    title='Transaction 2',
+    source_reference='2',
+    simulation_state='delivered',
+    destination_section_value=organisation_module.client_1,
+    start_date=today + 2 * one_hour,
+    embedded=(dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.payable, source_debit=200.0),
+              dict(portal_type='Accounting Transaction Line',
+              source_value=account_module.goods_sales,
+              source_credit=200.0)),
+    **extra_kwargs_general
+    )
+
+if with_ledger:
+    context.AccountingZuite_createDocument(
+        portal_type='Accounting Transaction',
+        title='Transaction 3',
+        source_reference='3',
+        simulation_state='delivered',
+        destination_section_value=organisation_module.client_1,
+        start_date=today + 3 * one_hour,
+        embedded=(dict(portal_type='Accounting Transaction Line',
+                  source_value=account_module.payable, source_debit=400.0),
+                  dict(portal_type='Accounting Transaction Line',
+                  source_value=account_module.goods_sales,
+                  source_credit=400.0)),
+        **extra_kwargs_detailed
+        )

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_createReportOtherPartiesDataset.xml

+<?xml version="1.0"?>
+<ZopeData>
+  <record id="1" aka="AAAAAAAAAAE=">
+    <pickle>
+      <global name="Python Script" module="erp5.portal_type"/>
+    </pickle>
+    <pickle>
+      <dictionary>
+        <item>
+            <key> <string>Script_magic</string> </key>
+            <value> <int>3</int> </value>
+        </item>
+        <item>
+            <key> <string>_bind_names</string> </key>
+            <value>
+              <object>
+                <klass>
+                  <global name="NameAssignments" module="Shared.DC.Scripts.Bindings"/>
+                </klass>
+                <tuple/>
+                <state>
+                  <dictionary>
+                    <item>
+                        <key> <string>_asgns</string> </key>
+                        <value>
+                          <dictionary>
+                            <item>
+                                <key> <string>name_container</string> </key>
+                                <value> <string>container</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_context</string> </key>
+                                <value> <string>context</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_m_self</string> </key>
+                                <value> <string>script</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_subpath</string> </key>
+                                <value> <string>traverse_subpath</string> </value>
+                            </item>
+                          </dictionary>
+                        </value>
+                    </item>
+                  </dictionary>
+                </state>
+              </object>
+            </value>
+        </item>
+        <item>
+            <key> <string>_params</string> </key>
+            <value> <string>with_ledger=True</string> </value>
+        </item>
+        <item>
+            <key> <string>id</string> </key>
+            <value> <string>AccountingZuite_createReportOtherPartiesDataset</string> </value>
+        </item>
+        <item>
+            <key> <string>portal_type</string> </key>
+            <value> <string>Python Script</string> </value>
+        </item>
+      </dictionary>
+    </pickle>
+  </record>
+</ZopeData>

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_initializeAccountingTransactionReportTest.py

+"""Create deterministically transactions to test outputs of Reports."""
+from DateTime import DateTime
+
+portal = context.getPortalObject()
+module = portal.accounting_module
+
+# This option is necessary for RJS interface to render Reports
+# If you'd keep XHTML value "View" the RJS will not crash it will
+# only refuse to validate Report Form View
+portal.AccountingZuite_setAccountReferencePreference(report_style=report_style)
+
+# First, clean up the module
+module.manage_delObjects(list(module.objectIds()))
+
+# Create datasets
+if report_name == "journal":
+  module.AccountingZuite_createReportJournalDataset()
+elif report_name in ("trial-balance", "general-ledger"):
+  module.AccountingZuite_createReportDataset()
+elif report_name in ("account-statement", "balance-sheet", "profit-and-loss"):
+  module.AccountingZuite_createReportDataset(two_banks=True)
+elif report_name == "other-parties":
+  module.AccountingZuite_createReportOtherPartiesDataset(with_ledger=False)
+elif report_name == "other-parties-ledger":
+  module.AccountingZuite_createReportOtherPartiesDataset()
+elif report_name == "aged-balance":
+  module.AccountingZuite_createReportAgedBalanceDataset()
+else:
+  raise RuntimeError('Unknown "{}" report - no create*Dataset defined'.format(
+    report_name))
+
+# test depends on this
+return "Accounting Transactions Created."

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_initializeAccountingTransactionReportTest.xml

+<?xml version="1.0"?>
+<ZopeData>
+  <record id="1" aka="AAAAAAAAAAE=">
+    <pickle>
+      <global name="PythonScript" module="Products.PythonScripts.PythonScript"/>
+    </pickle>
+    <pickle>
+      <dictionary>
+        <item>
+            <key> <string>Script_magic</string> </key>
+            <value> <int>3</int> </value>
+        </item>
+        <item>
+            <key> <string>_bind_names</string> </key>
+            <value>
+              <object>
+                <klass>
+                  <global name="NameAssignments" module="Shared.DC.Scripts.Bindings"/>
+                </klass>
+                <tuple/>
+                <state>
+                  <dictionary>
+                    <item>
+                        <key> <string>_asgns</string> </key>
+                        <value>
+                          <dictionary>
+                            <item>
+                                <key> <string>name_container</string> </key>
+                                <value> <string>container</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_context</string> </key>
+                                <value> <string>context</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_m_self</string> </key>
+                                <value> <string>script</string> </value>
+                            </item>
+                            <item>
+                                <key> <string>name_subpath</string> </key>
+                                <value> <string>traverse_subpath</string> </value>
+                            </item>
+                          </dictionary>
+                        </value>
+                    </item>
+                  </dictionary>
+                </state>
+              </object>
+            </value>
+        </item>
+        <item>
+            <key> <string>_params</string> </key>
+            <value> <string>report_name, report_style</string> </value>
+        </item>
+        <item>
+            <key> <string>id</string> </key>
+            <value> <string>AccountingZuite_initializeAccountingTransactionReportTest</string> </value>
+        </item>
+        <item>
+            <key> <string>title</string> </key>
+            <value> <string></string> </value>
+        </item>
+      </dictionary>
+    </pickle>
+  </record>
+</ZopeData>

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_reportMacros.xml

+<?xml version="1.0"?>
+<ZopeData>
+  <record id="1" aka="AAAAAAAAAAE=">
+    <pickle>
+      <global name="ZopePageTemplate" module="Products.PageTemplates.ZopePageTemplate"/>
+    </pickle>
+    <pickle>
+      <dictionary>
+        <item>
+            <key> <string>_bind_names</string> </key>
+            <value>
+              <object>
+                <klass>
+                  <global name="NameAssignments" module="Shared.DC.Scripts.Bindings"/>
+                </klass>
+                <tuple/>
+                <state>
+                  <dictionary>
+                    <item>
+                        <key> <string>_asgns</string> </key>
+                        <value>
+                          <dictionary>
+                            <item>
+                                <key> <string>name_subpath</string> </key>
+                                <value> <string>traverse_subpath</string> </value>
+                            </item>
+                          </dictionary>
+                        </value>
+                    </item>
+                  </dictionary>
+                </state>
+              </object>
+            </value>
+        </item>
+        <item>
+            <key> <string>content_type</string> </key>
+            <value> <string>text/html</string> </value>
+        </item>
+        <item>
+            <key> <string>expand</string> </key>
+            <value> <int>0</int> </value>
+        </item>
+        <item>
+            <key> <string>id</string> </key>
+            <value> <string>AccountingZuite_reportMacros</string> </value>
+        </item>
+        <item>
+            <key> <string>output_encoding</string> </key>
+            <value> <string>utf-8</string> </value>
+        </item>
+        <item>
+            <key> <string>title</string> </key>
+            <value> <unicode></unicode> </value>
+        </item>
+      </dictionary>
+    </pickle>
+  </record>
+</ZopeData>

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_setAccountReferencePreference.py

 preference = context.portal_preferences.accounting_zuite_preference
-preference.edit(preferred_account_number_method='account_reference')
+preference.edit(
+  preferred_account_number_method='account_reference',
+  preferred_report_style=report_style)
 
 return "Preference Set"

bt5/erp5_accounting_ui_test/SkinTemplateItem/portal_skins/erp5_accounting_ui_test/AccountingZuite_setAccountReferencePreference.xml

@@ -50,7 +50,7 @@
         </item>
         <item>
             <key> <string>_params</string> </key>
-            <value> <string></string> </value>
+            <value> <string>report_style=\'View\'</string> </value>
         </item>
         <item>
             <key> <string>id</string> </key>