Merge pull request #56778 from frappe/chore/test-quotation-trends

test: Quotation Trends report coverage

erpnext/selling/report/quotation_trends/test_quotation_trends.py

@@ -0,0 +1,88 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.selling.doctype.quotation.test_quotation import make_quotation
+from erpnext.selling.report.quotation_trends.quotation_trends import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+FISCAL_YEAR = "_Test Fiscal Year 2026"
+TXN_DATE = "2026-06-01"
+
+
+class TestQuotationTrends(ERPNextTestSuite):
+	"""The trends report buckets submitted Quotation quantities/amounts by period
+	(Yearly/Monthly) for the chosen `based_on` dimension (Item, Customer, ...)."""
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"fiscal_year": FISCAL_YEAR,
+				"based_on": "Item",
+				"period": "Yearly",
+			}
+		)
+		filters.update(extra)
+		result = execute(filters)
+		columns, data = result[0], result[1]
+		labels = [c.split(":")[0] if isinstance(c, str) else c.get("label") for c in columns]
+		return labels, data
+
+	def _cell(self, data, key_label, key_value, col_label, labels):
+		"""Value at column `col_label` for the row whose `key_label` column equals
+		`key_value`, or 0 when that row doesn't exist yet."""
+		key_idx = labels.index(key_label)
+		col_idx = labels.index(col_label)
+		for row in data:
+			if row[key_idx] == key_value:
+				return row[col_idx] or 0
+		return 0
+
+	def test_yearly_item_amount_and_total(self):
+		# Yearly period => a single "<FY> (Qty)"/"(Amt)" bucket plus Total(Qty)/Total(Amt).
+		labels, before = self.run_report()
+		qty_col = f"{FISCAL_YEAR} (Qty)"
+		amt_col = f"{FISCAL_YEAR} (Amt)"
+		before_qty = self._cell(before, "Item", "_Test Item", qty_col, labels)
+		before_amt = self._cell(before, "Item", "_Test Item", amt_col, labels)
+		before_tot_qty = self._cell(before, "Item", "_Test Item", "Total(Qty)", labels)
+		before_tot_amt = self._cell(before, "Item", "_Test Item", "Total(Amt)", labels)
+
+		make_quotation(item="_Test Item", qty=4, rate=200, transaction_date=TXN_DATE)
+
+		labels, after = self.run_report()
+		self.assertEqual(self._cell(after, "Item", "_Test Item", qty_col, labels) - before_qty, 4)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", amt_col, labels) - before_amt, 800)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Total(Qty)", labels) - before_tot_qty, 4)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Total(Amt)", labels) - before_tot_amt, 800)
+
+	def test_monthly_lands_in_june_bucket(self):
+		# Monthly period => one bucket per month; a 2026-06-01 quotation hits "Jun (Qty)"/"(Amt)".
+		labels, before = self.run_report(period="Monthly")
+		before_jun_qty = self._cell(before, "Item", "_Test Item", "Jun (Qty)", labels)
+		before_jun_amt = self._cell(before, "Item", "_Test Item", "Jun (Amt)", labels)
+		before_may_qty = self._cell(before, "Item", "_Test Item", "May (Qty)", labels)
+
+		make_quotation(item="_Test Item", qty=3, rate=100, transaction_date=TXN_DATE)
+
+		labels, after = self.run_report(period="Monthly")
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jun (Qty)", labels) - before_jun_qty, 3)
+		# the amount path is a separate SUM(base_net_amount) case, so assert it too
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jun (Amt)", labels) - before_jun_amt, 300)
+		# nothing was quoted in May, so that bucket is unchanged
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "May (Qty)", labels) - before_may_qty, 0)
+
+	def test_based_on_customer_groups_amount_by_party(self):
+		# based_on Customer keys rows on the "Party" column (the customer id)
+		labels, before = self.run_report(based_on="Customer")
+		amt_col = f"{FISCAL_YEAR} (Amt)"
+		before_amt = self._cell(before, "Party", "_Test Customer", amt_col, labels)
+
+		make_quotation(
+			party_name="_Test Customer", item="_Test Item", qty=2, rate=150, transaction_date=TXN_DATE
+		)
+
+		labels, after = self.run_report(based_on="Customer")
+		self.assertEqual(self._cell(after, "Party", "_Test Customer", amt_col, labels) - before_amt, 300)