test: add coverage for Exponential Smoothing Forecasting report

This commit is contained in:
Nabin Hait
2026-07-01 22:54:38 +05:30
parent 65cb89cc40
commit 8b7780d494

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