test(selling): add Proforma Invoice tests

Cover partial proforma being non-blocking on delivery/billing,
pending-qty aggregation with cancelled proformas excluded, tax scaling
to the partial qty, over-qty as a soft warning, and the settings gate.

erpnext/selling/doctype/proforma_invoice/test_proforma_invoice.py

@@ -0,0 +1,103 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import json
+
+import frappe
+from frappe.utils import flt
+
+from erpnext.selling.doctype.proforma_invoice.proforma_invoice import (
+	get_pending_proforma_qty,
+	make_proforma_invoice,
+)
+from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestProformaInvoice(ERPNextTestSuite):
+	def setUp(self):
+		frappe.db.set_single_value("Selling Settings", "enable_proforma_invoice", 1)
+
+	def create_proforma(self, sales_order, lines, **kwargs):
+		items = [{"so_detail": so_detail, "qty": qty} for so_detail, qty in lines]
+		name = make_proforma_invoice(sales_order.name, json.dumps(items), **kwargs)
+		return frappe.get_doc("Proforma Invoice", name)
+
+	def test_partial_proforma_is_non_blocking(self):
+		"""A proforma tracks its own qty but must not touch delivery/billing or the source SO."""
+		sales_order = make_sales_order(qty=10)
+		so_detail = sales_order.items[0].name
+
+		proforma = self.create_proforma(sales_order, [(so_detail, 4)])
+
+		self.assertEqual(proforma.status, "Issued")
+		self.assertEqual(proforma.docstatus, 1)
+		self.assertTrue(proforma.proforma_pdf, "PDF should be generated and attached")
+
+		sales_order.reload()
+		item = sales_order.items[0]
+		# fulfillment untouched
+		self.assertEqual(flt(item.delivered_qty), 0)
+		self.assertEqual(flt(item.billed_amt), 0)
+		self.assertEqual(flt(sales_order.per_delivered), 0)
+		self.assertEqual(flt(sales_order.per_billed), 0)
+		# cosmetic counter set, ordered qty untouched (in-memory SO copy never persisted)
+		self.assertEqual(flt(item.proforma_qty), 4)
+		self.assertEqual(flt(item.qty), 10)
+
+	def test_pending_qty_aggregates_and_excludes_cancelled(self):
+		sales_order = make_sales_order(qty=10)
+		so_detail = sales_order.items[0].name
+
+		self.assertEqual(get_pending_proforma_qty(sales_order.name)[0]["pending_qty"], 10)
+
+		first = self.create_proforma(sales_order, [(so_detail, 4)])
+		self.assertEqual(get_pending_proforma_qty(sales_order.name)[0]["pending_qty"], 6)
+
+		self.create_proforma(sales_order, [(so_detail, 3)])
+		self.assertEqual(get_pending_proforma_qty(sales_order.name)[0]["pending_qty"], 3)
+
+		# cancelling the first proforma reverses its contribution
+		first.cancel()
+		self.assertEqual(first.status, "Cancelled")
+		self.assertEqual(flt(frappe.db.get_value("Sales Order Item", so_detail, "proforma_qty")), 3)
+		self.assertEqual(get_pending_proforma_qty(sales_order.name)[0]["pending_qty"], 7)
+
+	def test_over_qty_is_allowed_with_warning(self):
+		"""Proforma qty above the pending qty is a soft warning, never a hard block."""
+		sales_order = make_sales_order(qty=10)
+		so_detail = sales_order.items[0].name
+
+		proforma = self.create_proforma(sales_order, [(so_detail, 15)])
+		self.assertEqual(flt(proforma.items[0].qty), 15)
+
+	def test_taxes_scale_to_partial_qty(self):
+		sales_order = make_sales_order(qty=10, do_not_submit=True)
+		sales_order.append(
+			"taxes",
+			{
+				"charge_type": "On Net Total",
+				"account_head": "_Test Account CST - _TC",
+				"description": "CST",
+				"rate": 10,
+			},
+		)
+		sales_order.submit()
+
+		# full order: net 1000 + 10% tax = 1100
+		self.assertEqual(flt(sales_order.grand_total), 1100)
+
+		proforma = self.create_proforma(sales_order, [(sales_order.items[0].name, 4)])
+		# partial (4 of 10): net 400 + 10% tax = 440
+		self.assertEqual(flt(proforma.grand_total), 440)
+
+	def test_feature_toggle_is_enforced(self):
+		sales_order = make_sales_order(qty=10)
+		frappe.db.set_single_value("Selling Settings", "enable_proforma_invoice", 0)
+
+		self.assertRaises(
+			frappe.ValidationError,
+			self.create_proforma,
+			sales_order,
+			[(sales_order.items[0].name, 4)],
+		)