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test: named column indices and Transfer-label coverage in Share Ledger

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Nabin Hait
2026-07-02 14:12:24 +05:30
parent f9029f8644
commit a69590b609
1 changed files with 92 additions and 19 deletions
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111
erpnext/accounts/report/share_ledger/test_share_ledger.py
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@@ -8,6 +8,18 @@ from erpnext.tests.utils import ERPNextTestSuite
COMPANY = "_Test Company"
# The report returns legacy positional columns (no fieldnames); name the indices once
# here so a column reorder needs a single edit instead of silently shifting assertions.
COL_SHAREHOLDER = 0
COL_DATE = 1
COL_TRANSFER_TYPE = 2
COL_SHARE_TYPE = 3
COL_NO_OF_SHARES = 4
COL_RATE = 5
COL_AMOUNT = 6
COL_COMPANY = 7
COL_SHARE_TRANSFER = 8
class TestShareLedger(ERPNextTestSuite):
def setUp(self):
@@ -22,29 +34,32 @@ class TestShareLedger(ERPNextTestSuite):
self.assertEqual(len(data), 2)
first_row, second_row = data
self.assertEqual(first_row[0], self.shareholder)
self.assertEqual(first_row[1], frappe.utils.getdate("2026-06-01"))
self.assertEqual(first_row[2], "Issue")
self.assertEqual(first_row[3], "Equity")
self.assertEqual(first_row[4], 100)
self.assertEqual(first_row[5], 10)
self.assertEqual(first_row[6], 1000)
self.assertEqual(first_row[7], COMPANY)
self.assertEqual(first_row[8], self.first)
self.assertEqual(first_row[COL_SHAREHOLDER], self.shareholder)
self.assertEqual(first_row[COL_DATE], frappe.utils.getdate("2026-06-01"))
self.assertEqual(first_row[COL_TRANSFER_TYPE], "Issue")
self.assertEqual(first_row[COL_SHARE_TYPE], "Equity")
self.assertEqual(first_row[COL_NO_OF_SHARES], 100)
self.assertEqual(first_row[COL_RATE], 10)
self.assertEqual(first_row[COL_AMOUNT], 1000)
self.assertEqual(first_row[COL_COMPANY], COMPANY)
self.assertEqual(first_row[COL_SHARE_TRANSFER], self.first)
self.assertEqual(second_row[1], frappe.utils.getdate("2026-06-10"))
self.assertEqual(second_row[4], 50)
self.assertEqual(second_row[5], 12)
self.assertEqual(second_row[6], 600)
self.assertEqual(second_row[8], self.second)
self.assertEqual(second_row[COL_DATE], frappe.utils.getdate("2026-06-10"))
self.assertEqual(second_row[COL_NO_OF_SHARES], 50)
self.assertEqual(second_row[COL_RATE], 12)
self.assertEqual(second_row[COL_AMOUNT], 600)
self.assertEqual(second_row[COL_SHARE_TRANSFER], self.second)
def test_running_balance_of_shares(self):
data = self.run_report(shareholder=self.shareholder, date="2026-06-30")
# The ledger records each transfer's raw no_of_shares (always positive); it does
# not sign by direction. With only incoming "Issue" rows here, summing them is a
# valid running total. (Directional balances are the Share Balance report's job.)
running = 0
balances = []
for row in data:
running += row[4]
running += row[COL_NO_OF_SHARES]
balances.append(running)
self.assertEqual(balances, [100, 150])
@@ -53,8 +68,40 @@ class TestShareLedger(ERPNextTestSuite):
data = self.run_report(shareholder=self.shareholder, date="2026-06-05")
self.assertEqual(len(data), 1)
self.assertEqual(data[0][8], self.first)
self.assertEqual(data[0][4], 100)
self.assertEqual(data[0][COL_SHARE_TRANSFER], self.first)
self.assertEqual(data[0][COL_NO_OF_SHARES], 100)
def test_transfer_type_label_when_shareholder_is_seller(self):
buyer = self.create_shareholder("_Test Share Ledger Buyer")
transfer = self.make_transfer(
from_shareholder=self.shareholder,
to_shareholder=buyer,
date="2026-06-15",
from_no=1,
to_no=40,
rate=10,
)
row = self.transfer_row(self.run_report(shareholder=self.shareholder, date="2026-06-30"), transfer)
# seller side: the label names the counterparty it went "to"
self.assertEqual(row[COL_TRANSFER_TYPE], f"Transfer to {buyer}")
def test_transfer_type_label_when_shareholder_is_buyer(self):
seller = self.create_shareholder("_Test Share Ledger Seller")
# the seller must own shares before it can transfer them
self.issue_shares(date="2026-06-12", from_no=201, to_no=300, rate=10, shareholder=seller)
transfer = self.make_transfer(
from_shareholder=seller,
to_shareholder=self.shareholder,
date="2026-06-15",
from_no=201,
to_no=240,
rate=10,
)
row = self.transfer_row(self.run_report(shareholder=self.shareholder, date="2026-06-30"), transfer)
# buyer side: the label names the counterparty it came "from"
self.assertEqual(row[COL_TRANSFER_TYPE], f"Transfer from {seller}")
def test_missing_date_throws(self):
self.assertRaises(frappe.ValidationError, execute, frappe._dict(shareholder=self.shareholder))
@@ -67,6 +114,11 @@ class TestShareLedger(ERPNextTestSuite):
filters = frappe._dict({"company": COMPANY, **extra})
return execute(filters)[1]
def transfer_row(self, data, transfer_name):
row = next((r for r in data if r[COL_SHARE_TRANSFER] == transfer_name), None)
self.assertIsNotNone(row, f"Share Transfer {transfer_name} missing from ledger")
return row
def create_shareholder(self, title):
doc = frappe.get_doc(
{
@@ -77,13 +129,34 @@ class TestShareLedger(ERPNextTestSuite):
).insert()
return doc.name
def issue_shares(self, date, from_no, to_no, rate):
def issue_shares(self, date, from_no, to_no, rate, shareholder=None):
doc = frappe.get_doc(
{
"doctype": "Share Transfer",
"transfer_type": "Issue",
"date": date,
"to_shareholder": self.shareholder,
"to_shareholder": shareholder or self.shareholder,
"share_type": "Equity",
"from_no": from_no,
"to_no": to_no,
"no_of_shares": to_no - from_no + 1,
"rate": rate,
"company": COMPANY,
"asset_account": "Cash - _TC",
"equity_or_liability_account": "Creditors - _TC",
}
)
doc.submit()
return doc.name
def make_transfer(self, from_shareholder, to_shareholder, date, from_no, to_no, rate):
doc = frappe.get_doc(
{
"doctype": "Share Transfer",
"transfer_type": "Transfer",
"date": date,
"from_shareholder": from_shareholder,
"to_shareholder": to_shareholder,
"share_type": "Equity",
"from_no": from_no,
"to_no": to_no,