test: add coverage for Purchase Invoice Trends report

erpnext/accounts/report/purchase_invoice_trends/test_purchase_invoice_trends.py

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+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
+from erpnext.accounts.report.purchase_invoice_trends.purchase_invoice_trends import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+FISCAL_YEAR = "_Test Fiscal Year 2026"
+COMPANY = "_Test Company"
+SUPPLIER = "_Test Supplier"
+ITEM = "_Test Item"
+POSTING_DATE = "2026-06-01"
+
+
+def make_dated_purchase_invoice(qty, rate):
+	# make_purchase_invoice ignores posting_date unless posting time is explicitly set, so build the
+	# invoice unsubmitted, pin the posting date, then submit to land it in the intended period bucket.
+	pi = make_purchase_invoice(
+		supplier=SUPPLIER, item_code=ITEM, qty=qty, rate=rate, posting_date=POSTING_DATE, do_not_submit=1
+	)
+	pi.set_posting_time = 1
+	pi.posting_date = POSTING_DATE
+	pi.submit()
+	return pi
+
+
+class TestPurchaseInvoiceTrends(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": COMPANY,
+				"fiscal_year": FISCAL_YEAR,
+				"period": "Yearly",
+				"based_on": "Item",
+			}
+		)
+		filters.update(extra)
+		columns, data = execute(filters)
+		labels = [c.split(":")[0] if isinstance(c, str) else c.get("label") for c in columns]
+		return labels, data
+
+	@staticmethod
+	def _cell(labels, row, label):
+		return row[labels.index(label)]
+
+	def _find_row(self, data, key):
+		for row in data:
+			if row and row[0] == key:
+				return row
+		return None
+
+	def test_yearly_item_qty_and_amount(self):
+		labels_before, data_before = self.run_report()
+		before = self._find_row(data_before, ITEM)
+
+		qty, rate = 4, 250
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report()
+		self.assertIn("Item", labels)
+		self.assertIn("Item Name", labels)
+		self.assertIn("Currency", labels)
+		self.assertIn("Total(Qty)", labels)
+		self.assertIn("Total(Amt)", labels)
+		# Yearly period bucket uses the fiscal year name as the label prefix
+		self.assertIn(f"{FISCAL_YEAR} (Qty)", labels)
+		self.assertIn(f"{FISCAL_YEAR} (Amt)", labels)
+
+		row = self._find_row(data, ITEM)
+		self.assertIsNotNone(row)
+
+		before_qty = self._cell(labels_before, before, f"{FISCAL_YEAR} (Qty)") if before else 0
+		before_amt = self._cell(labels_before, before, f"{FISCAL_YEAR} (Amt)") if before else 0
+		before_tqty = self._cell(labels_before, before, "Total(Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, f"{FISCAL_YEAR} (Qty)") - before_qty, qty)
+		self.assertEqual(self._cell(labels, row, f"{FISCAL_YEAR} (Amt)") - before_amt, qty * rate)
+		self.assertEqual(self._cell(labels, row, "Total(Qty)") - before_tqty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)
+
+	def test_monthly_bucket(self):
+		labels_before, data_before = self.run_report(period="Monthly")
+		before = self._find_row(data_before, ITEM)
+
+		qty, rate = 3, 100
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(period="Monthly")
+		# posting_date 2026-06-01 -> June bucket
+		self.assertIn("Jun (Qty)", labels)
+		self.assertIn("Jun (Amt)", labels)
+
+		row = self._find_row(data, ITEM)
+		before_qty = self._cell(labels_before, before, "Jun (Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Jun (Qty)") - before_qty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)
+
+	def test_quarterly_bucket(self):
+		labels_before, data_before = self.run_report(period="Quarterly")
+		before = self._find_row(data_before, ITEM)
+
+		qty, rate = 2, 150
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(period="Quarterly")
+		# 2026-06-01 falls in the Apr-Jun quarter
+		self.assertIn("Apr-Jun (Qty)", labels)
+		self.assertIn("Apr-Jun (Amt)", labels)
+
+		row = self._find_row(data, ITEM)
+		before_qty = self._cell(labels_before, before, "Apr-Jun (Qty)") if before else 0
+		before_amt = self._cell(labels_before, before, "Apr-Jun (Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Apr-Jun (Qty)") - before_qty, qty)
+		self.assertEqual(self._cell(labels, row, "Apr-Jun (Amt)") - before_amt, qty * rate)
+
+	def test_based_on_supplier(self):
+		labels_before, data_before = self.run_report(based_on="Supplier")
+		before = self._find_row(data_before, SUPPLIER)
+
+		qty, rate = 5, 200
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(based_on="Supplier")
+		self.assertIn("Supplier", labels)
+		self.assertIn("Supplier Name", labels)
+		self.assertIn("Supplier Group", labels)
+
+		row = self._find_row(data, SUPPLIER)
+		self.assertIsNotNone(row)
+
+		before_tqty = self._cell(labels_before, before, "Total(Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Total(Qty)") - before_tqty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)
+
+	def test_group_by_item_under_supplier(self):
+		labels_before, data_before = self.run_report(based_on="Supplier", group_by="Item")
+		# group_by inserts an "Item" column; the item breakdown row carries the item key there
+		item_idx = labels_before.index("Item")
+		before = None
+		for r in data_before:
+			if r and r[0] != SUPPLIER and r[item_idx] == ITEM:
+				before = r
+				break
+
+		qty, rate = 6, 300
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(based_on="Supplier", group_by="Item")
+		self.assertIn("Item", labels)
+
+		item_idx = labels.index("Item")
+		row = None
+		for r in data:
+			if r and r[0] != SUPPLIER and r[0] != "'Total'" and r[item_idx] == ITEM:
+				row = r
+				break
+		self.assertIsNotNone(row)
+
+		before_tqty = self._cell(labels_before, before, "Total(Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Total(Qty)") - before_tqty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)