feat(analytics): filter sales and purchase analytics by entity (#58402)

Co-authored-by: Mihir Kandoi <kandoimihir@gmail.com>
(cherry picked from commit 3f29cdf8d2)

# Conflicts:
#	erpnext/buying/report/purchase_analytics/test_purchase_analytics.py
#	erpnext/selling/report/sales_analytics/test_sales_analytics.py

erpnext/buying/report/purchase_analytics/purchase_analytics.js

@@ -10,6 +10,26 @@ frappe.query_reports["Purchase Analytics"] = {
 			options: ["Supplier Group", "Supplier", "Item Group", "Item"],
 			default: "Supplier",
 			reqd: 1,
+			on_change: function () {
+				const entity_filter = frappe.query_report.get_filter("entity");
+				if (entity_filter) {
+					entity_filter.df.label = __(frappe.query_report.get_filter_value("tree_type"));
+					entity_filter.set_value([]);
+					entity_filter.refresh();
+				}
+				frappe.query_report.refresh();
+			},
+		},
+		{
+			fieldname: "entity",
+			label: __("Entity"),
+			fieldtype: "MultiSelectList",
+			get_data: function (txt) {
+				const tree_type = frappe.query_report.get_filter_value("tree_type");
+				if (!tree_type || tree_type === "Order Type") return [];
+				return frappe.db.get_link_options(tree_type, txt);
+			},
+			depends_on: "eval:doc.tree_type != 'Order Type'",
 		},
 		{
 			fieldname: "doc_type",
@@ -65,6 +85,19 @@ frappe.query_reports["Purchase Analytics"] = {
 			default: "Monthly",
 			reqd: 1,
 		},
+		{
+			fieldname: "curves",
+			label: __("Curves"),
+			fieldtype: "Select",
+			options: [
+				{ value: "select", label: __("Select") },
+				{ value: "all", label: __("All") },
+				{ value: "non-zeros", label: __("Non-Zeros") },
+				{ value: "total", label: __("Total Only") },
+			],
+			default: "select",
+			reqd: 1,
+		},
 		{
 			fieldname: "show_aggregate_value_from_subsidiary_companies",
 			label: __("Show Aggregate Value from Subsidiary Companies"),

erpnext/buying/report/purchase_analytics/test_purchase_analytics.py

@@ -0,0 +1,131 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import flt
+
+from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
+from erpnext.buying.report.purchase_analytics.purchase_analytics import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+COMPANY = "_Test Company"
+SUPPLIER = "_Test Supplier"
+SUPPLIER_GROUP = "_Test Supplier Group"
+# A historical window that ordinary test fixtures don't post into.
+FROM_DATE = "2019-04-01"
+TO_DATE = "2019-06-30"
+
+
+class TestPurchaseAnalytics(ERPNextTestSuite):
+	"""purchase_analytics reuses the shared Analytics engine; these tests lock its
+	wiring (doc_type=Purchase Order) across the Supplier Group / Item Group trees."""
+
+	def setUp(self):
+		frappe.set_user("Administrator")
+
+	def _filters(self, **overrides):
+		filters = {
+			"doc_type": "Purchase Order",
+			"value_quantity": "Value",
+			"range": "Monthly",
+			"company": COMPANY,
+			"from_date": FROM_DATE,
+			"to_date": TO_DATE,
+		}
+		filters.update(overrides)
+		return frappe._dict(filters)
+
+	def _rows(self, filters):
+		return {row["entity"]: row for row in execute(filters)[1]}
+
+	def make_po(self, qty=4, rate=250):
+		return create_purchase_order(
+			company=COMPANY, supplier=SUPPLIER, qty=qty, rate=rate, transaction_date="2019-04-10"
+		)
+
+	def test_supplier_entity_filter(self):
+		filters = self._filters(tree_type="Supplier", entity=[SUPPLIER], curves="all")
+		base_total = flt(self._rows(filters).get(SUPPLIER, {}).get("total", 0.0))
+
+		po = self.make_po()
+		columns, data, _message, chart, *_rest = execute(filters)
+
+		self.assertTrue(columns)
+		self.assertEqual({row["entity"] for row in data}, {SUPPLIER})
+		self.assertAlmostEqual(data[0]["total"] - base_total, flt(po.base_net_total), places=2)
+
+		supplier_name = frappe.db.get_value("Supplier", SUPPLIER, "supplier_name")
+		self.assertEqual({dataset["name"] for dataset in chart["data"]["datasets"]}, {supplier_name})
+
+	def test_parent_supplier_group_filter_preserves_rollup(self):
+		self.make_po()
+		filters = self._filters(tree_type="Supplier Group")
+		unfiltered = self._rows(filters)
+		filtered = self._rows(self._filters(tree_type="Supplier Group", entity=["All Supplier Groups"]))
+
+		self.assertEqual(set(filtered), {"All Supplier Groups"})
+		self.assertAlmostEqual(
+			filtered["All Supplier Groups"]["total"],
+			unfiltered["All Supplier Groups"]["total"],
+			places=2,
+		)
+
+	def test_supplier_group_entity_filter(self):
+		self.make_po()
+		unfiltered = self._rows(self._filters(tree_type="Supplier Group"))
+		filtered = self._rows(self._filters(tree_type="Supplier Group", entity=[SUPPLIER_GROUP]))
+
+		self.assertEqual(set(filtered), {SUPPLIER_GROUP})
+		self.assertEqual(filtered[SUPPLIER_GROUP]["indent"], 0)
+		self.assertAlmostEqual(
+			filtered[SUPPLIER_GROUP]["total"], unfiltered[SUPPLIER_GROUP]["total"], places=2
+		)
+
+	def test_supplier_group_tree_rolls_up_to_root(self):
+		filters = self._filters(tree_type="Supplier Group")
+		base = self._rows(filters)
+		base_group = flt(base.get(SUPPLIER_GROUP, {}).get("total", 0.0))
+
+		po = self.make_po(qty=4, rate=250)
+		rows = self._rows(filters)
+
+		# supplier is remapped to its group; the root sits at indent 0
+		self.assertIn(SUPPLIER_GROUP, rows)
+		self.assertIn("All Supplier Groups", rows)
+		self.assertNotIn(SUPPLIER, rows)
+		self.assertEqual(rows["All Supplier Groups"]["indent"], 0)
+
+		self.assertAlmostEqual(rows[SUPPLIER_GROUP]["total"] - base_group, flt(po.base_net_total), places=2)
+		self.assertGreaterEqual(flt(rows["All Supplier Groups"]["total"]), flt(po.base_net_total))
+
+	def test_item_group_tree_rolls_up_to_root(self):
+		item_group = frappe.db.get_value("Item", "_Test Item", "item_group")
+		filters = self._filters(tree_type="Item Group")
+		base = self._rows(filters)
+		base_group = flt(base.get(item_group, {}).get("total", 0.0))
+
+		po = self.make_po(qty=4, rate=250)
+		rows = self._rows(filters)
+
+		self.assertIn(item_group, rows)
+		self.assertIn("All Item Groups", rows)
+		# the raw item code must not leak as its own entity; the root sits at indent 0
+		self.assertNotIn("_Test Item", rows)
+		self.assertEqual(rows["All Item Groups"]["indent"], 0)
+		self.assertAlmostEqual(rows[item_group]["total"] - base_group, flt(po.base_net_total), places=2)
+		self.assertGreaterEqual(flt(rows["All Item Groups"]["total"]), flt(po.base_net_total))
+
+	def test_supplier_group_by_quantity(self):
+		filters = self._filters(tree_type="Supplier Group", value_quantity="Quantity")
+		base = self._rows(filters)
+		base_qty = flt(base.get(SUPPLIER_GROUP, {}).get("total", 0.0))
+		base_root_qty = flt(base.get("All Supplier Groups", {}).get("total", 0.0))
+
+		po = self.make_po(qty=7, rate=100)
+		rows = self._rows(filters)
+
+		self.assertAlmostEqual(rows[SUPPLIER_GROUP]["total"] - base_qty, flt(po.total_qty), places=2)
+		# the quantity must roll up to the root too, not just the leaf group
+		self.assertAlmostEqual(
+			rows["All Supplier Groups"]["total"] - base_root_qty, flt(po.total_qty), places=2
+		)

erpnext/selling/report/sales_analytics/sales_analytics.js

@@ -2,6 +2,18 @@
 // For license information, please see license.txt
 
 frappe.query_reports["Sales Analytics"] = {
+	// "All" reports on every doctype at once and forces the tree to Customer
+	entity_tree_type() {
+		const doc_type = frappe.query_report.get_filter_value("doc_type");
+		return doc_type === "All" ? "Customer" : frappe.query_report.get_filter_value("tree_type");
+	},
+	reset_entity_filter() {
+		const entity_filter = frappe.query_report.get_filter("entity");
+		if (!entity_filter) return;
+		entity_filter.df.label = __(this.entity_tree_type());
+		entity_filter.set_value([]);
+		entity_filter.refresh();
+	},
 	filters: [
 		{
 			fieldname: "tree_type",
@@ -18,6 +30,21 @@ frappe.query_reports["Sales Analytics"] = {
 			],
 			default: "Customer",
 			reqd: 1,
+			on_change: function () {
+				frappe.query_reports["Sales Analytics"].reset_entity_filter();
+				frappe.query_report.refresh();
+			},
+		},
+		{
+			fieldname: "entity",
+			label: __("Entity"),
+			fieldtype: "MultiSelectList",
+			get_data: function (txt) {
+				const tree_type = frappe.query_reports["Sales Analytics"].entity_tree_type();
+				if (!tree_type || tree_type === "Order Type") return [];
+				return frappe.db.get_link_options(tree_type, txt);
+			},
+			depends_on: "eval:doc.tree_type != 'Order Type'",
 		},
 		{
 			fieldname: "doc_type",
@@ -34,6 +61,10 @@ frappe.query_reports["Sales Analytics"] = {
 			],
 			default: "Sales Invoice",
 			reqd: 1,
+			on_change: function () {
+				frappe.query_reports["Sales Analytics"].reset_entity_filter();
+				frappe.query_report.refresh();
+			},
 		},
 		{
 			fieldname: "value_quantity",

erpnext/selling/report/sales_analytics/sales_analytics.py

@@ -53,6 +53,7 @@ def append_report(dt, org, new):
 class Analytics:
 	def __init__(self, filters=None):
 		self.filters = frappe._dict(filters or {})
+		self.entities = self.filters.get("entity") or []
 		if self.filters.doc_type == "Payment Entry" and self.filters.value_quantity == "Quantity":
 			frappe.throw(_("Only Value available for Payment Entry"))
 		self.date_field = (
@@ -102,6 +103,7 @@ class Analytics:
 		self.update_company_list_for_parent_company()
 		self.get_columns()
 		self.get_data()
+		self.filter_data_by_entities()
 		self.get_chart_data()
 
 		# Skipping total row for tree-view reports
@@ -395,6 +397,23 @@ class Analytics:
 			ignore_permissions=False,
 		).run(as_dict=True)
 
+	def filter_data_by_entities(self):
+		if not self.entities:
+			return
+
+		entities = set(self.entities)
+		selected_data = []
+		for row in self.data:
+			if row["entity"] not in entities:
+				continue
+
+			row = row.copy()
+			if "indent" in row:
+				row["indent"] = 0
+			selected_data.append(row)
+
+		self.data = selected_data
+
 	def get_rows(self):
 		self.data = []
 		self.get_periodic_data()

erpnext/selling/report/sales_analytics/test_sales_analytics.py

@@ -0,0 +1,236 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+
+import frappe
+from frappe.utils import flt
+
+from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
+from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
+from erpnext.selling.report.sales_analytics.sales_analytics import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+# Bootstrap masters reused as-is (see erpnext/tests/utils.py):
+#   "_Test Customer" -> customer_group "_Test Customer Group", territory "_Test Territory"
+#   "_Test Supplier" -> supplier_group "_Test Supplier Group" (child of "All Supplier Groups")
+#   Sales Order.order_type defaults to "Sales" (reqd Select field)
+COMPANY = "_Test Company"
+CUSTOMER = "_Test Customer"
+CUSTOMER_GROUP = "_Test Customer Group"
+TERRITORY = "_Test Territory"
+SUPPLIER = "_Test Supplier"
+SUPPLIER_GROUP = "_Test Supplier Group"
+FROM_DATE = "2019-04-01"
+TO_DATE = "2019-06-30"
+
+
+class TestSalesAnalytics(ERPNextTestSuite):
+	def setUp(self):
+		frappe.set_user("Administrator")
+		# Two submitted Sales Orders for the bootstrap customer inside the report window.
+		# These roll up into the tree roots the converted tree/order-type queries build.
+		self.orders = [
+			make_sales_order(
+				company=COMPANY,
+				customer=CUSTOMER,
+				qty=5,
+				rate=100,
+				transaction_date="2019-04-10",
+			),
+			make_sales_order(
+				company=COMPANY,
+				customer=CUSTOMER,
+				qty=3,
+				rate=100,
+				transaction_date="2019-05-15",
+			),
+		]
+
+	def _base_filters(self, **overrides):
+		filters = {
+			"doc_type": "Sales Order",
+			"value_quantity": "Value",
+			"range": "Monthly",
+			"company": COMPANY,
+			"from_date": FROM_DATE,
+			"to_date": TO_DATE,
+		}
+		filters.update(overrides)
+		return filters
+
+	def _expected_value_total(self):
+		return sum(flt(so.base_net_total) for so in self.orders)
+
+	def _expected_qty_total(self):
+		return sum(flt(so.total_qty) for so in self.orders)
+
+	def _row_by_entity(self, data):
+		return {row["entity"]: row for row in data}
+
+	def test_customer_entity_filter(self):
+		_columns, data, _message, chart, *_rest = execute(
+			self._base_filters(tree_type="Customer", entity=[CUSTOMER], curves="all")
+		)
+
+		self.assertEqual({row["entity"] for row in data}, {CUSTOMER})
+		self.assertAlmostEqual(data[0]["total"], self._expected_value_total(), places=2)
+		self.assertEqual({dataset["name"] for dataset in chart["data"]["datasets"]}, {CUSTOMER})
+
+	def test_parent_customer_group_filter_preserves_rollup(self):
+		_columns, unfiltered_data, *_rest = execute(self._base_filters(tree_type="Customer Group"))
+		_columns, filtered_data, *_rest = execute(
+			self._base_filters(tree_type="Customer Group", entity=["All Customer Groups"])
+		)
+
+		unfiltered = self._row_by_entity(unfiltered_data)
+		filtered = self._row_by_entity(filtered_data)
+		self.assertEqual(set(filtered), {"All Customer Groups"})
+		self.assertAlmostEqual(
+			filtered["All Customer Groups"]["total"],
+			unfiltered["All Customer Groups"]["total"],
+			places=2,
+		)
+
+	def test_customer_group_entity_filter(self):
+		_columns, unfiltered_data, *_rest = execute(self._base_filters(tree_type="Customer Group"))
+		_columns, filtered_data, *_rest = execute(
+			self._base_filters(tree_type="Customer Group", entity=[CUSTOMER_GROUP])
+		)
+
+		unfiltered = self._row_by_entity(unfiltered_data)
+		filtered = self._row_by_entity(filtered_data)
+		self.assertEqual(set(filtered), {CUSTOMER_GROUP})
+		self.assertEqual(filtered[CUSTOMER_GROUP]["indent"], 0)
+		self.assertAlmostEqual(
+			filtered[CUSTOMER_GROUP]["total"], unfiltered[CUSTOMER_GROUP]["total"], places=2
+		)
+
+	def test_customer_group_tree_rolls_up_to_root(self):
+		"""tree_type='Customer Group' drives get_groups (tree get_all ordered by lft)
+		and get_rows_by_group, rolling child values up to the 'All Customer Groups' root."""
+		columns, data, *_ = execute(self._base_filters(tree_type="Customer Group"))
+
+		self.assertTrue(columns)
+		self.assertTrue(data)
+
+		rows = self._row_by_entity(data)
+		# The whole tree is returned, so both the root and the customer's own group appear.
+		self.assertIn("All Customer Groups", rows)
+		self.assertIn(CUSTOMER_GROUP, rows)
+
+		expected = self._expected_value_total()
+		self.assertGreater(expected, 0)
+		# Leaf group holds the orders; root receives the same total via roll-up.
+		self.assertAlmostEqual(rows[CUSTOMER_GROUP]["total"], expected, places=2)
+		self.assertAlmostEqual(rows["All Customer Groups"]["total"], expected, places=2)
+		# Roots of a tree report sit at indent 0.
+		self.assertEqual(rows["All Customer Groups"]["indent"], 0)
+
+	def test_territory_tree_rolls_up_to_root(self):
+		"""tree_type='Territory' exercises the same tree path against the Territory tree."""
+		columns, data, *_ = execute(self._base_filters(tree_type="Territory"))
+
+		self.assertTrue(columns)
+		rows = self._row_by_entity(data)
+		self.assertIn("All Territories", rows)
+		self.assertIn(TERRITORY, rows)
+
+		expected = self._expected_value_total()
+		self.assertAlmostEqual(rows[TERRITORY]["total"], expected, places=2)
+		self.assertAlmostEqual(rows["All Territories"]["total"], expected, places=2)
+
+	def test_order_type_synthetic_tree(self):
+		"""tree_type='Order Type' drives get_teams: distinct order_type rebuilt in Python
+		under a synthetic 'Order Types' root, then rolled up via get_rows_by_group."""
+		columns, data, *_ = execute(self._base_filters(tree_type="Order Type"))
+
+		self.assertTrue(columns)
+		rows = self._row_by_entity(data)
+		# Synthetic root plus the default order_type the bootstrap Sales Orders carry.
+		self.assertIn("Order Types", rows)
+		self.assertIn("Sales", rows)
+		self.assertEqual(rows["Order Types"]["indent"], 0)
+
+		expected = self._expected_value_total()
+		self.assertAlmostEqual(rows["Sales"]["total"], expected, places=2)
+		self.assertAlmostEqual(rows["Order Types"]["total"], expected, places=2)
+
+	def test_order_type_leaf_rows_in_sorted_order(self):
+		"""get_teams fetches distinct order_types; frappe drops the SQL ORDER BY for distinct queries on
+		postgres, so the report sorts the order-type rows in python (key=str.casefold) to keep them in a
+		deterministic, case-insensitive order identical on both engines."""
+		for order_type in ("Shopping Cart", "Maintenance", "Sales"):  # created out of sorted order
+			so = make_sales_order(
+				company=COMPANY,
+				customer=CUSTOMER,
+				qty=1,
+				rate=100,
+				transaction_date="2019-04-12",
+				do_not_submit=True,
+			)
+			so.order_type = order_type
+			so.submit()
+
+		columns, data, *_ = execute(self._base_filters(tree_type="Order Type"))
+
+		mine = {"Sales", "Maintenance", "Shopping Cart"}
+		leaves = [row["entity"] for row in data if row.get("entity") in mine]
+		# the order-type rows must appear in casefold-sorted order on both engines
+		self.assertEqual(leaves, sorted(leaves, key=str.casefold))
+		self.assertEqual(set(leaves), mine)
+
+	def test_customer_group_by_quantity(self):
+		"""value_quantity='Quantity' switches the selected value column (total_qty)."""
+		_columns, data, *_ = execute(
+			self._base_filters(tree_type="Customer Group", value_quantity="Quantity")
+		)
+
+		rows = self._row_by_entity(data)
+		self.assertIn(CUSTOMER_GROUP, rows)
+
+		expected_qty = self._expected_qty_total()
+		self.assertGreater(expected_qty, 0)
+		self.assertAlmostEqual(rows[CUSTOMER_GROUP]["total"], expected_qty, places=2)
+		self.assertAlmostEqual(rows["All Customer Groups"]["total"], expected_qty, places=2)
+
+	def test_supplier_group_tree_maps_supplier_to_group(self):
+		"""tree_type='Supplier Group' (doc_type='Purchase Order') exercises
+		get_supplier_parent_child_map: the query selects 'supplier' as entity, then
+		get_periodic_data remaps each supplier to its group via the parent->child map
+		built by frappe.get_all('Supplier', ['name', 'supplier_group'], as_list=True).
+		The group total then rolls up into the 'All Supplier Groups' root."""
+		# Baseline the report before adding our Purchase Order so the assertion is
+		# robust to any pre-existing rows in the historical window.
+		base_filters = self._base_filters(tree_type="Supplier Group", doc_type="Purchase Order")
+		_columns, base_data, *_ = execute(base_filters)
+		base_rows = self._row_by_entity(base_data)
+		base_group_total = flt(base_rows.get(SUPPLIER_GROUP, {}).get("total", 0.0))
+
+		po = create_purchase_order(
+			company=COMPANY,
+			supplier=SUPPLIER,
+			qty=4,
+			rate=250,
+			transaction_date="2019-04-10",
+		)
+		po_value = flt(po.base_net_total)
+		self.assertGreater(po_value, 0)
+
+		columns, data, *_ = execute(base_filters)
+
+		self.assertTrue(columns)
+		self.assertTrue(data)
+
+		rows = self._row_by_entity(data)
+		# The supplier was remapped to its group; both the leaf group and the tree
+		# root appear as entities (no raw supplier name leaks into the output).
+		self.assertIn(SUPPLIER_GROUP, rows)
+		self.assertIn("All Supplier Groups", rows)
+		self.assertNotIn(SUPPLIER, rows)
+		# Roots of a tree report sit at indent 0.
+		self.assertEqual(rows["All Supplier Groups"]["indent"], 0)
+
+		# The new PO lands in the supplier's group via the parent->child map.
+		self.assertAlmostEqual(rows[SUPPLIER_GROUP]["total"] - base_group_total, po_value, places=2)
+		# Roll-up: the root aggregates every group, so it covers at least this PO.
+		self.assertGreaterEqual(flt(rows["All Supplier Groups"]["total"]), po_value)