diff --git a/erpnext/selling/report/quotation_trends/test_quotation_trends.py b/erpnext/selling/report/quotation_trends/test_quotation_trends.py new file mode 100644 index 00000000000..4ff03a5b53c --- /dev/null +++ b/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 " (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)