Merge pull request #56320 from frappe/chore/stock-report-test-coverage

test: correctness coverage for Stock Ledger and Stock Projected Qty reports

erpnext/stock/report/stock_ledger/test_stock_ledger_report.py

@@ -4,18 +4,86 @@
 import frappe
 from frappe.utils import add_days, today
 
-from erpnext.maintenance.doctype.maintenance_schedule.test_maintenance_schedule import (
-	make_serial_item_with_serial,
-)
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
+from erpnext.stock.report.stock_ledger.stock_ledger import execute
 from erpnext.tests.utils import ERPNextTestSuite
 
+WAREHOUSE = "_Test Warehouse - _TC"
 
-class TestStockLedgerReeport(ERPNextTestSuite):
-	def setUp(self) -> None:
-		make_serial_item_with_serial(self, "_Test Stock Report Serial Item")
-		self.filters = frappe._dict(
+
+class TestStockLedgerReport(ERPNextTestSuite):
+	"""Correctness tests for the Stock Ledger report.
+
+	A shared `make_movements`/`run` pair keeps each test small without persisting
+	any data: movements are created per test and rolled back, while the report runs
+	read-only.
+	"""
+
+	def make_movements(self, item_code, movements):
+		for movement in movements:
+			make_stock_entry(item_code=item_code, **movement)
+
+	def run_report(self, item_code, from_date=None, to_date=None):
+		filters = frappe._dict(
 			company="_Test Company",
-			from_date=today(),
-			to_date=add_days(today(), 30),
-			item_code=["_Test Stock Report Serial Item"],
+			from_date=from_date or add_days(today(), -1),
+			to_date=to_date or today(),
+			item_code=[item_code],
+			warehouse=WAREHOUSE,
 		)
+		return list(execute(filters)[1])
+
+	def test_in_out_quantities_and_running_balance(self):
+		item = make_item().name
+		self.make_movements(
+			item,
+			[
+				{"qty": 10, "to_warehouse": WAREHOUSE, "basic_rate": 100},
+				{"qty": 4, "from_warehouse": WAREHOUSE},
+			],
+		)
+
+		rows = self.run_report(item)
+		receipt = next(row for row in rows if row.get("in_qty"))
+		issue = next(row for row in rows if row.get("out_qty"))
+
+		self.assertEqual(receipt["in_qty"], 10)
+		self.assertEqual(receipt["qty_after_transaction"], 10)
+		self.assertEqual(issue["out_qty"], -4)
+		self.assertEqual(issue["qty_after_transaction"], 6)
+
+	def test_opening_balance_reflects_movements_before_from_date(self):
+		item = make_item().name
+		self.make_movements(
+			item,
+			[
+				{
+					"qty": 10,
+					"to_warehouse": WAREHOUSE,
+					"basic_rate": 100,
+					"posting_date": add_days(today(), -10),
+				},
+				{"qty": 4, "from_warehouse": WAREHOUSE, "posting_date": today()},
+			],
+		)
+
+		rows = self.run_report(item, from_date=add_days(today(), -5), to_date=today())
+
+		# the receipt predates the range, so it surfaces as the opening balance
+		self.assertEqual(rows[0]["item_code"], "'Opening'")
+		self.assertEqual(rows[0]["qty_after_transaction"], 10)
+
+		# the in-range issue draws down from the opening balance
+		issue = next(row for row in rows if row.get("out_qty"))
+		self.assertEqual(issue["qty_after_transaction"], 6)
+
+	def test_filters_to_requested_item_only(self):
+		item_a = make_item().name
+		item_b = make_item().name
+		self.make_movements(item_a, [{"qty": 5, "to_warehouse": WAREHOUSE, "basic_rate": 100}])
+		self.make_movements(item_b, [{"qty": 7, "to_warehouse": WAREHOUSE, "basic_rate": 100}])
+
+		rows = self.run_report(item_a)
+		item_codes = {row["item_code"] for row in rows if row.get("voucher_no")}
+		self.assertEqual(item_codes, {item_a})

erpnext/stock/report/stock_projected_qty/test_stock_projected_qty.py

@@ -0,0 +1,98 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
+from erpnext.stock.report.stock_projected_qty.stock_projected_qty import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+WAREHOUSE = "_Test Warehouse - _TC"
+
+
+class TestStockProjectedQty(ERPNextTestSuite):
+	"""Correctness tests for the Stock Projected Qty report (a current-Bin snapshot)."""
+
+	def run_report(self, item_code):
+		filters = frappe._dict(company="_Test Company", item_code=item_code)
+		columns, data = execute(filters)
+		fields = [column["fieldname"] for column in columns]
+		return [dict(zip(fields, row, strict=False)) for row in data]
+
+	def test_projected_qty_includes_actual_and_ordered(self):
+		item = make_item().name
+		make_stock_entry(item_code=item, qty=10, to_warehouse=WAREHOUSE, basic_rate=100)
+		create_purchase_order(item_code=item, qty=5, rate=100, warehouse=WAREHOUSE)
+
+		row = self.run_report(item)[0]
+		self.assertEqual(row["actual_qty"], 10)
+		self.assertEqual(row["ordered_qty"], 5)
+		self.assertEqual(row["projected_qty"], 15)
+
+	def test_projected_qty_includes_all_quantity_components(self):
+		"""projected_qty = actual + ordered + requested + planned
+		- reserved - reserved_for_production - reserved_for_subcontract - reserved_for_production_plan
+		and every component is surfaced as its own column."""
+		item = make_item().name
+		make_stock_entry(item_code=item, qty=100, to_warehouse=WAREHOUSE, basic_rate=100)
+
+		bin_doc = frappe.get_doc("Bin", {"item_code": item, "warehouse": WAREHOUSE})
+		bin_doc.update(
+			{
+				"actual_qty": 100,
+				"ordered_qty": 50,
+				"indented_qty": 30,  # requested
+				"planned_qty": 20,
+				"reserved_qty": 10,
+				"reserved_qty_for_production": 8,
+				"reserved_qty_for_sub_contract": 6,
+				"reserved_qty_for_production_plan": 4,
+			}
+		)
+		bin_doc.set_projected_qty()
+		bin_doc.db_update()
+
+		# 100 + 50 + 30 + 20 - 10 - 8 - 6 - 4
+		self.assertEqual(bin_doc.projected_qty, 172)
+
+		row = self.run_report(item)[0]
+		self.assertEqual(row["actual_qty"], 100)
+		self.assertEqual(row["ordered_qty"], 50)
+		self.assertEqual(row["indented_qty"], 30)
+		self.assertEqual(row["planned_qty"], 20)
+		self.assertEqual(row["reserved_qty"], 10)
+		self.assertEqual(row["reserved_qty_for_production"], 8)
+		self.assertEqual(row["reserved_qty_for_sub_contract"], 6)
+		self.assertEqual(row["reserved_qty_for_production_plan"], 4)
+		self.assertEqual(row["projected_qty"], 172)
+
+	def test_shortage_qty_from_reorder_level(self):
+		item = make_item().name
+		doc = frappe.get_doc("Item", item)
+		doc.append(
+			"reorder_levels",
+			{
+				"warehouse": WAREHOUSE,
+				"warehouse_reorder_level": 20,
+				"warehouse_reorder_qty": 15,
+				"material_request_type": "Purchase",
+			},
+		)
+		doc.save()
+		make_stock_entry(item_code=item, qty=10, to_warehouse=WAREHOUSE, basic_rate=100)
+
+		row = self.run_report(item)[0]
+		self.assertEqual(row["re_order_level"], 20)
+		self.assertEqual(row["projected_qty"], 10)
+		self.assertEqual(row["shortage_qty"], 10)  # reorder level 20 - projected 10
+
+	def test_item_filter_returns_only_requested_item(self):
+		item_a = make_item().name
+		item_b = make_item().name
+		make_stock_entry(item_code=item_a, qty=5, to_warehouse=WAREHOUSE, basic_rate=100)
+		make_stock_entry(item_code=item_b, qty=7, to_warehouse=WAREHOUSE, basic_rate=100)
+
+		rows = self.run_report(item_a)
+		self.assertEqual({row["item_code"] for row in rows}, {item_a})