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test: add coverage for Exponential Smoothing Forecasting report
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# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
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# See license.txt
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import frappe
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from frappe.utils import flt
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from erpnext.manufacturing.report.exponential_smoothing_forecasting.exponential_smoothing_forecasting import (
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execute,
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)
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from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
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from erpnext.tests.utils import ERPNextTestSuite
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TEST_ITEM = "_Test Item"
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FROM_DATE = "2026-06-01"
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TO_DATE = "2026-08-31"
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class TestExponentialSmoothingForecasting(ERPNextTestSuite):
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"""Drive real submitted Sales Orders and assert the report buckets the ordered
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quantities into the correct historical periods and produces a forecast."""
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def test_monthly_qty_forecast_from_sales_orders(self):
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# Historical demand: distinct calendar months strictly before FROM_DATE.
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# Monthly period keys are derived from the period's last day (e.g. "mar_2026").
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history = {"mar_2026": 7, "apr_2026": 4, "may_2026": 9}
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self.create_sales_orders(
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{
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"2026-03-15": history["mar_2026"],
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"2026-04-15": history["apr_2026"],
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"2026-05-15": history["may_2026"],
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}
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)
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columns, row = self.run_report()
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fields = {col["fieldname"] for col in columns}
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# For Monthly periodicity only future periods are exposed as columns, each as a
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# forecast_ field. Historical demand lives in the row data (keyed by month) but is
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# not surfaced as its own column.
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self.assertIn("forecast_jun_2026", fields, "expected future forecast column")
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self.assertNotIn("jun_2026", fields, "future period must not expose raw demand column")
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self.assertNotIn("mar_2026", fields, "historical month is not a Monthly report column")
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# Historical buckets must exactly reflect the ordered quantities.
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for key, qty in history.items():
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self.assertEqual(flt(row.get(key)), flt(qty), f"bucket {key} mismatch")
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# A forecast is produced for the first future period. The first non-zero
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# historical period seeds the forecast at the average of non-zero months,
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# so the future forecast must be positive.
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expected_avg = sum(history.values()) / len(history)
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self.assertGreater(flt(row.get("forecast_jun_2026")), 0.0)
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self.assertLessEqual(flt(row.get("forecast_jun_2026")), max(history.values()))
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self.assertAlmostEqual(flt(row.get("avg")), expected_avg, places=6)
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def test_ignores_documents_outside_range_and_other_docstatus(self):
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self.create_sales_orders({"2026-05-10": 6})
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# A draft SO and a future-dated SO must not contribute to historical demand.
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make_sales_order(item_code=TEST_ITEM, qty=100, transaction_date="2026-05-20", do_not_submit=True)
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make_sales_order(item_code=TEST_ITEM, qty=100, transaction_date=FROM_DATE)
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_columns, row = self.run_report()
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self.assertEqual(flt(row.get("may_2026")), 6.0)
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def create_sales_orders(self, date_to_qty):
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for transaction_date, qty in date_to_qty.items():
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make_sales_order(item_code=TEST_ITEM, qty=qty, transaction_date=transaction_date)
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def run_report(self, **extra):
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filters = frappe._dict(
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{
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"company": "_Test Company",
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"based_on_document": "Sales Order",
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"based_on_field": "Qty",
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"no_of_years": 3,
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"periodicity": "Monthly",
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"from_date": FROM_DATE,
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"to_date": TO_DATE,
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"smoothing_constant": 0.5,
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"item_code": TEST_ITEM,
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}
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)
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filters.update(extra)
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columns, data = execute(filters)[:2]
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item_row = next(
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(r for r in data if r.get("item_code") == TEST_ITEM),
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None,
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)
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self.assertIsNotNone(item_row, f"{TEST_ITEM} row missing from report output")
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return columns, item_row
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