test: add regression test for trends chart total row

(cherry picked from commit b72ecdda0d)

# Conflicts:
#	erpnext/buying/report/purchase_order_trends/test_purchase_order_trends.py
#	erpnext/selling/report/quotation_trends/test_quotation_trends.py
#	erpnext/selling/report/sales_order_trends/test_sales_order_trends.py
This commit is contained in:
S Sakthivel Murugan
2026-07-05 00:14:02 +05:30
committed by Vishnu Priya Baskaran
parent 43690fb32b
commit e9bca57af5
10 changed files with 643 additions and 33 deletions

View File

@@ -4,7 +4,6 @@
from frappe import _
import erpnext
from erpnext.controllers.trends import get_columns, get_data
@@ -15,7 +14,6 @@ def execute(filters=None):
conditions = get_columns(filters, "Purchase Order")
data = get_data(filters, conditions)
chart_data = get_chart_data(data, conditions, filters)
return conditions["columns"], data, None, chart_data
@@ -40,9 +38,15 @@ def get_chart_data(data, conditions, filters):
labels = [column.split(":")[0] for column in columns]
datapoints = [0] * len(labels)
group_by_col_idx = None
if filters.get("group_by"):
group_by_col_idx = conditions["columns"].index(conditions["grbc"][0])
for row in data:
# If group by filter, don't add first row of group (it's already summed)
if not row[start]:
# Skip the final grand-total row
if row[0] == f"'{_('Total')}'":
continue
if group_by_col_idx is not None and row[group_by_col_idx] == "":
continue
# Remove None values and compute only periodic data
row = [x if x else 0 for x in row[start:-2]]
@@ -51,7 +55,6 @@ def get_chart_data(data, conditions, filters):
for i in range(len(row)):
datapoints[i] += row[i]
company_currency = erpnext.get_company_currency(filters.get("company"))
return {
"data": {
"labels": labels,
@@ -63,5 +66,5 @@ def get_chart_data(data, conditions, filters):
"lineOptions": {"regionFill": 1},
"fieldtype": "Currency",
"options": "currency",
"currency": company_currency,
"currency": conditions.get("company_currency"),
}

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@@ -0,0 +1,198 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from frappe import _
from frappe.utils import today
from erpnext.accounts.utils import get_fiscal_year
from erpnext.tests.utils import ERPNextTestSuite
class TestPurchaseOrderTrends(ERPNextTestSuite):
def test_supplier_with_divergent_stored_name_stays_one_row(self):
# supplier_name is a stored per-transaction field; historical purchase docs can hold a different
# value for the same supplier. trends groups by t1.supplier only and aggregates supplier_name with
# Max(), so the report stays one row per supplier on both MariaDB and Postgres. Grouping by
# supplier_name (the pre-fix behaviour) would split the supplier into two rows.
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.buying.report.purchase_order_trends.purchase_order_trends import execute
create_purchase_order(supplier="_Test Supplier", qty=3, rate=100)
po2 = create_purchase_order(supplier="_Test Supplier", qty=2, rate=100)
# simulate a historical doc that stored a different supplier_name for the same supplier
frappe.db.set_value("Purchase Order", po2.name, "supplier_name", "_Test Supplier (renamed)")
filters = {
"company": "_Test Company",
"period": "Monthly",
"based_on": "Supplier",
}
columns, data, _chart_none, _chart = execute(filters)
self.assertTrue(columns)
supplier_rows = [row for row in data if row[0] == "_Test Supplier"]
self.assertEqual(len(supplier_rows), 1)
def test_total_row_not_double_counted_in_chart(self):
# Regression test for the fix in trends.calculate_total_row that populates the
# Total row's Currency column. Before the fix in get_chart_data (skipping the
# Total row by label instead of `if not row[start]`), that populated Currency
# cell made the Total-row-skip guard falsy, so the already-summed Total row got
# added into the chart a second time (a PO of qty=3, rate=100 -> 300 read as 600).
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.buying.report.purchase_order_trends.purchase_order_trends import execute
create_purchase_order(supplier="_Test Supplier", qty=3, rate=100, transaction_date=today())
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
}
)
columns, data, _message, chart = execute(filters)
self.assertTrue(columns)
self.assertTrue(data)
# The Total row (present in `data`) must not be re-summed into the chart's datapoints.
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1] # Total(Amt) is the last column
chart_total = sum(chart["data"]["datasets"][0]["values"])
self.assertEqual(chart_total, expected_total)
self.assertEqual(chart_total, 300)
def test_chart_currency_matches_company_currency(self):
# Regression test: the chart's "currency" key should reflect the transacting
# company's currency (conditions["company_currency"]), not a stale global default.
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.buying.report.purchase_order_trends.purchase_order_trends import execute
create_purchase_order(supplier="_Test Supplier", qty=1, rate=100, transaction_date=today())
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
}
)
_columns, _data, _message, chart = execute(filters)
expected_currency = frappe.get_cached_value("Company", "_Test Company", "default_currency")
self.assertEqual(chart["currency"], expected_currency)
def test_group_by_chart_matches_table_total_with_mixed_group_sizes(self):
# _Test Item is split across two suppliers -> two detail rows under one header row.
# _Test Item 2 has only one supplier -> exactly one detail row under its header row.
# A regression that double-counts header rows would inflate the chart above 600;
# a regression that zeroes single-group rows would report less than 600.
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.buying.report.purchase_order_trends.purchase_order_trends import execute
create_purchase_order(
item_code="_Test Item", supplier="_Test Supplier", qty=3, rate=100, transaction_date=today()
)
create_purchase_order(
item_code="_Test Item", supplier="_Test Supplier 1", qty=2, rate=100, transaction_date=today()
)
create_purchase_order(
item_code="_Test Item 2", supplier="_Test Supplier", qty=1, rate=100, transaction_date=today()
)
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
"group_by": "Supplier",
}
)
columns, data, _message, chart = execute(filters)
self.assertTrue(columns)
self.assertTrue(data)
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1]
chart_total = sum(chart["data"]["datasets"][0]["values"])
# 300 (item/supplier) + 200 (item/supplier1) + 100 (item2/supplier) = 600
self.assertEqual(expected_total, 600)
self.assertEqual(chart_total, expected_total)
def test_group_by_swapped_roles_based_on_supplier_group_by_item(self):
# Same regression, opposite role assignment: based_on="Supplier" with group_by="Item".
# Supplier's based_on_cols (Supplier, Supplier Name, Supplier Group, Currency) put the
# group_by placeholder at a different column index than the Item-based_on case above,
# exercising the alternate `inc`/`ind` arithmetic.
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.buying.report.purchase_order_trends.purchase_order_trends import execute
create_purchase_order(
item_code="_Test Item", supplier="_Test Supplier", qty=3, rate=100, transaction_date=today()
)
create_purchase_order(
item_code="_Test Item 2", supplier="_Test Supplier", qty=1, rate=100, transaction_date=today()
)
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Supplier",
"group_by": "Item",
}
)
columns, data, _message, chart = execute(filters)
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1]
chart_total = sum(chart["data"]["datasets"][0]["values"])
# 300 + 100 = 400
self.assertEqual(expected_total, 400)
self.assertEqual(chart_total, expected_total)
def test_group_by_single_group_value_not_zeroed(self):
# Isolates the specific failure mode flagged in review: a based_on value with exactly
# one associated group value must still contribute its real amount to the chart, not 0.
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.buying.report.purchase_order_trends.purchase_order_trends import execute
create_purchase_order(
item_code="_Test Item", supplier="_Test Supplier", qty=2, rate=150, transaction_date=today()
)
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
"group_by": "Supplier",
}
)
columns, data, _message, chart = execute(filters)
chart_total = sum(chart["data"]["datasets"][0]["values"])
self.assertGreater(chart_total, 0)
self.assertEqual(chart_total, 300)

View File

@@ -43,6 +43,9 @@ def get_columns(filters, trans):
"addl_tables": based_on_details["addl_tables"],
"addl_tables_relational_cond": based_on_details.get("addl_tables_relational_cond", ""),
}
conditions["company_currency"] = (
erpnext.get_company_currency(filters.get("company")) if filters.get("company") else None
)
return conditions
@@ -207,7 +210,7 @@ def get_data(filters, conditions):
data.append(des)
total_row = calculate_total_row(data1, conditions["columns"], filters.get("company"))
total_row = calculate_total_row(data1, conditions["columns"], conditions.get("company_currency"))
data.append(total_row)
else:
data = frappe.db.sql(
@@ -232,13 +235,13 @@ def get_data(filters, conditions):
as_list=1,
)
total_row = calculate_total_row(data, conditions["columns"], filters.get("company"))
total_row = calculate_total_row(data, conditions["columns"], conditions.get("company_currency"))
data.append(total_row)
return data
def calculate_total_row(data, columns, company=None):
def calculate_total_row(data, columns, company_currency=None):
def wrap_in_quotes(label):
return f"'{label}'"
@@ -247,7 +250,7 @@ def calculate_total_row(data, columns, company=None):
for i, col in enumerate(columns):
if "Float" in col or "Currency/currency" in col:
total_values[i] = 0
if col.split(":")[0] == "Currency":
if "Link/Currency" in col:
currency_col_idx = i
for row in data:
@@ -259,7 +262,7 @@ def calculate_total_row(data, columns, company=None):
total_row.append(total_values.get(i, None))
if currency_col_idx is not None:
total_row[currency_col_idx] = company and erpnext.get_company_currency(company)
total_row[currency_col_idx] = company_currency
return total_row

View File

@@ -3,7 +3,6 @@
from frappe import _
import erpnext
from erpnext.controllers.trends import get_columns, get_data
@@ -40,9 +39,15 @@ def get_chart_data(data, conditions, filters):
labels = [column.split(":")[0] for column in columns]
datapoints = [0] * len(labels)
group_by_col_idx = None
if filters.get("group_by"):
group_by_col_idx = conditions["columns"].index(conditions["grbc"][0])
for row in data:
# If group by filter, don't add first row of group (it's already summed)
if not row[start]:
# Skip the final grand-total row
if row[0] == f"'{_('Total')}'":
continue
if group_by_col_idx is not None and row[group_by_col_idx] == "":
continue
# Remove None values and compute only periodic data
row = [x if x else 0 for x in row[start:-2]]
@@ -50,7 +55,7 @@ def get_chart_data(data, conditions, filters):
for i in range(len(row)):
datapoints[i] += row[i]
company_currency = erpnext.get_company_currency(filters.get("company"))
return {
"data": {
"labels": labels,
@@ -60,5 +65,5 @@ def get_chart_data(data, conditions, filters):
"lineOptions": {"regionFill": 1},
"fieldtype": "Currency",
"options": "currency",
"currency": company_currency,
"currency": conditions.get("company_currency"),
}

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@@ -0,0 +1,180 @@
# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
import frappe
from frappe import _
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)
def test_group_by_chart_matches_table_total_with_mixed_group_sizes(self):
# _Test Item is quoted to two customers -> two detail rows under one header row.
# _Test Item 2 is quoted to only one customer -> exactly one detail row under its
# header row. A regression that double-counts header rows would inflate the chart
# above 800; a regression that zeroes single-group rows would report less than 800.
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": FISCAL_YEAR,
"period": "Yearly",
"based_on": "Item",
"group_by": "Customer",
}
)
make_quotation(
item="_Test Item", party_name="_Test Customer", qty=4, rate=100, transaction_date=TXN_DATE
)
make_quotation(
item="_Test Item", party_name="_Test Customer 1", qty=1, rate=100, transaction_date=TXN_DATE
)
make_quotation(
item="_Test Item 2", party_name="_Test Customer", qty=3, rate=100, transaction_date=TXN_DATE
)
columns, data, _message, chart = execute(filters)
self.assertTrue(columns)
self.assertTrue(data)
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1]
chart_total = sum(chart["data"]["datasets"][0]["values"])
# 400 (item/customer) + 100 (item/customer1) + 300 (item2/customer) = 800
self.assertEqual(expected_total, 800)
self.assertEqual(chart_total, expected_total)
def test_group_by_swapped_roles_based_on_customer_group_by_item(self):
# Same regression, opposite role assignment: based_on="Customer" with group_by="Item".
# Customer's based_on_cols for Quotation (Party, Party Name, Territory, Currency) put
# the group_by placeholder at a different column index than the Item-based_on case
# above, exercising the alternate `inc`/`ind` arithmetic.
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": FISCAL_YEAR,
"period": "Yearly",
"based_on": "Customer",
"group_by": "Item",
}
)
make_quotation(
party_name="_Test Customer", item="_Test Item", qty=3, rate=100, transaction_date=TXN_DATE
)
make_quotation(
party_name="_Test Customer", item="_Test Item 2", qty=1, rate=100, transaction_date=TXN_DATE
)
columns, data, _message, chart = execute(filters)
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1]
chart_total = sum(chart["data"]["datasets"][0]["values"])
# 300 + 100 = 400
self.assertEqual(expected_total, 400)
self.assertEqual(chart_total, expected_total)
def test_group_by_single_group_value_not_zeroed(self):
# Isolates the specific failure mode flagged in review: a based_on value with exactly
# one associated group value must still contribute its real amount to the chart, not 0.
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": FISCAL_YEAR,
"period": "Yearly",
"based_on": "Item",
"group_by": "Customer",
}
)
make_quotation(
item="_Test Item", party_name="_Test Customer", qty=2, rate=150, transaction_date=TXN_DATE
)
columns, data, _message, chart = execute(filters)
chart_total = sum(chart["data"]["datasets"][0]["values"])
self.assertGreater(chart_total, 0)
self.assertEqual(chart_total, 300)

View File

@@ -4,7 +4,6 @@
from frappe import _
import erpnext
from erpnext.controllers.trends import get_columns, get_data
@@ -40,9 +39,15 @@ def get_chart_data(data, conditions, filters):
labels = [column.split(":")[0] for column in columns]
datapoints = [0] * len(labels)
group_by_col_idx = None
if filters.get("group_by"):
group_by_col_idx = conditions["columns"].index(conditions["grbc"][0])
for row in data:
# If group by filter, don't add first row of group (it's already summed)
if not row[start]:
# Skip the final grand-total row
if row[0] == f"'{_('Total')}'":
continue
if group_by_col_idx is not None and row[group_by_col_idx] == "":
continue
# Remove None values and compute only periodic data
row = [x if x else 0 for x in row[start:-2]]
@@ -51,7 +56,6 @@ def get_chart_data(data, conditions, filters):
for i in range(len(row)):
datapoints[i] += row[i]
company_currency = erpnext.get_company_currency(filters.get("company"))
return {
"data": {
"labels": labels,
@@ -61,5 +65,5 @@ def get_chart_data(data, conditions, filters):
"lineOptions": {"regionFill": 1},
"fieldtype": "Currency",
"options": "currency",
"currency": company_currency,
"currency": conditions.get("company_currency"),
}

View File

@@ -0,0 +1,213 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from frappe import _
from frappe.utils import today
from erpnext.accounts.utils import get_fiscal_year
from erpnext.tests.utils import ERPNextTestSuite
class TestSalesOrderTrends(ERPNextTestSuite):
def test_report_executes_with_group_by(self):
# trends.get_data builds per-period SUM(CASE ...) aggregates (converted from MySQL SUM(IF)),
# groups by the based-on KEY only (non-key descriptive columns like item_name/territory are
# MAX()-aggregated so the report stays one row per key on both engines), and uses a based_on_key
# for the group-by detail subqueries. Setting group_by exercises that full path on both engines.
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.selling.report.sales_order_trends.sales_order_trends import execute
make_sales_order(item_code="_Test Item", qty=3, rate=100)
filters = {
"company": "_Test Company",
"period": "Monthly",
"based_on": "Item",
"group_by": "Customer",
}
columns, data, _chart_none, _chart = execute(filters)
self.assertTrue(columns)
self.assertTrue(any("_Test Item" in [str(cell) for cell in row] for row in data))
def test_customer_with_divergent_stored_territory_stays_one_row(self):
# territory (and customer_name) are stored per-transaction fields; historical sales docs can hold a
# different value for the same customer. trends groups by t1.customer only and aggregates these with
# Max(), so the report stays one row per customer on both MariaDB and Postgres. Grouping by territory
# (the pre-fix behaviour) would split the customer into two rows.
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.selling.report.sales_order_trends.sales_order_trends import execute
make_sales_order(customer="_Test Customer", item_code="_Test Item", qty=3, rate=100)
so2 = make_sales_order(customer="_Test Customer", item_code="_Test Item", qty=2, rate=100)
# simulate a historical doc that stored a different territory for the same customer
frappe.db.set_value("Sales Order", so2.name, "territory", "_Test Territory Rest Of The World")
filters = {
"company": "_Test Company",
"period": "Monthly",
"based_on": "Customer",
}
columns, data, _chart_none, _chart = execute(filters)
self.assertTrue(columns)
customer_rows = [row for row in data if row[0] == "_Test Customer"]
self.assertEqual(len(customer_rows), 1)
def test_total_row_not_double_counted_in_chart(self):
# Regression test for the fix in trends.calculate_total_row that populates the
# Total row's Currency column. Before the fix in get_chart_data (skipping the
# Total row by label instead of `if not row[start]`), that populated Currency
# cell made the Total-row-skip guard falsy, so the already-summed Total row got
# added into the chart a second time (an SO of qty=3, rate=100 -> 300 read as 600).
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.selling.report.sales_order_trends.sales_order_trends import execute
make_sales_order(item_code="_Test Item", qty=3, rate=100, transaction_date=today())
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
}
)
columns, data, _message, chart = execute(filters)
self.assertTrue(columns)
self.assertTrue(data)
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1] # Total(Amt) is the last column
chart_total = sum(chart["data"]["datasets"][0]["values"])
self.assertEqual(chart_total, expected_total)
self.assertEqual(chart_total, 300)
def test_chart_currency_matches_company_currency(self):
# Regression test: the chart's "currency" key should reflect the transacting
# company's currency (conditions["company_currency"]), not a stale global default.
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.selling.report.sales_order_trends.sales_order_trends import execute
make_sales_order(item_code="_Test Item", qty=1, rate=100, transaction_date=today())
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
}
)
_columns, _data, _message, chart = execute(filters)
expected_currency = frappe.get_cached_value("Company", "_Test Company", "default_currency")
self.assertEqual(chart["currency"], expected_currency)
def test_group_by_chart_matches_table_total_with_mixed_group_sizes(self):
# _Test Item is split across two customers -> two detail rows under one header row.
# _Test Item 2 has only one customer -> exactly one detail row under its header row.
# A regression that double-counts header rows would inflate the chart above 600;
# a regression that zeroes single-group rows would report less than 600.
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.selling.report.sales_order_trends.sales_order_trends import execute
make_sales_order(
item_code="_Test Item", customer="_Test Customer", qty=3, rate=100, transaction_date=today()
)
make_sales_order(
item_code="_Test Item", customer="_Test Customer 1", qty=2, rate=100, transaction_date=today()
)
make_sales_order(
item_code="_Test Item 2", customer="_Test Customer", qty=1, rate=100, transaction_date=today()
)
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
"group_by": "Customer",
}
)
columns, data, _message, chart = execute(filters)
self.assertTrue(columns)
self.assertTrue(data)
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1]
chart_total = sum(chart["data"]["datasets"][0]["values"])
# 300 (item/customer) + 200 (item/customer1) + 100 (item2/customer) = 600
self.assertEqual(expected_total, 600)
self.assertEqual(chart_total, expected_total)
def test_group_by_swapped_roles_based_on_customer_group_by_item(self):
# Same regression, opposite role assignment: based_on="Customer" with group_by="Item".
# Customer's based_on_cols (Customer, Customer Name, Territory, Currency) put the
# group_by placeholder at a different column index than the Item-based_on case above,
# exercising the alternate `inc`/`ind` arithmetic.
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.selling.report.sales_order_trends.sales_order_trends import execute
make_sales_order(
item_code="_Test Item", customer="_Test Customer", qty=3, rate=100, transaction_date=today()
)
make_sales_order(
item_code="_Test Item 2", customer="_Test Customer", qty=1, rate=100, transaction_date=today()
)
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Customer",
"group_by": "Item",
}
)
columns, data, _message, chart = execute(filters)
total_row = next(row for row in data if row[0] == f"'{_('Total')}'")
expected_total = total_row[-1]
chart_total = sum(chart["data"]["datasets"][0]["values"])
# 300 + 100 = 400
self.assertEqual(expected_total, 400)
self.assertEqual(chart_total, expected_total)
def test_group_by_single_group_value_not_zeroed(self):
# Isolates the specific failure mode flagged in review: a based_on value with exactly
# one associated group value must still contribute its real amount to the chart, not 0.
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.selling.report.sales_order_trends.sales_order_trends import execute
make_sales_order(
item_code="_Test Item", customer="_Test Customer", qty=2, rate=150, transaction_date=today()
)
fiscal_year = get_fiscal_year(today())[0]
filters = frappe._dict(
{
"company": "_Test Company",
"fiscal_year": fiscal_year,
"period": "Monthly",
"based_on": "Item",
"group_by": "Customer",
}
)
columns, data, _message, chart = execute(filters)
chart_total = sum(chart["data"]["datasets"][0]["values"])
self.assertGreater(chart_total, 0)
self.assertEqual(chart_total, 300)

View File

@@ -4,7 +4,6 @@
from frappe import _
import erpnext
from erpnext.controllers.trends import get_columns, get_data
@@ -15,12 +14,12 @@ def execute(filters=None):
conditions = get_columns(filters, "Delivery Note")
data = get_data(filters, conditions)
chart_data = get_chart_data(data, filters)
chart_data = get_chart_data(data, conditions, filters)
return conditions["columns"], data, None, chart_data
def get_chart_data(data, filters):
def get_chart_data(data, conditions, filters):
def wrap_in_quotes(label):
return f"'{label}'"
@@ -46,7 +45,6 @@ def get_chart_data(data, filters):
labels.append(row[0])
datapoints.append(row[-1])
company_currency = erpnext.get_company_currency(filters.get("company"))
return {
"data": {
"labels": labels,
@@ -55,5 +53,5 @@ def get_chart_data(data, filters):
"type": "bar",
"fieldtype": "Currency",
"options": "currency",
"currency": company_currency,
"currency": conditions.get("company_currency"),
}

View File

@@ -4,6 +4,8 @@
import frappe
from frappe import _
import erpnext
def execute(filters: dict | None = None):
columns = get_columns()
@@ -26,6 +28,13 @@ def get_columns() -> list[dict]:
"fieldtype": "Currency",
"options": "currency",
},
{
"label": _("Currency"),
"fieldname": "currency",
"fieldtype": "Link",
"options": "Currency",
"hidden": 1,
},
{
"label": _("Purchase Voucher Type"),
"fieldname": "voucher_type",
@@ -50,8 +59,7 @@ def get_columns() -> list[dict]:
def get_data(filters) -> list[list]:
company_currency = frappe.get_cached_value("Company", filters.company, "default_currency")
company_currency = erpnext.get_company_currency(filters.get("company"))
landed_cost_vouchers = get_landed_cost_vouchers(filters) or {}
landed_vouchers = list(landed_cost_vouchers.keys())
vendor_invoices = {}

View File

@@ -4,7 +4,6 @@
from frappe import _
import erpnext
from erpnext.controllers.trends import get_columns, get_data
@@ -15,12 +14,12 @@ def execute(filters=None):
conditions = get_columns(filters, "Purchase Receipt")
data = get_data(filters, conditions)
chart_data = get_chart_data(data, filters)
chart_data = get_chart_data(data, conditions, filters)
return conditions["columns"], data, None, chart_data
def get_chart_data(data, filters):
def get_chart_data(data, conditions, filters):
def wrap_in_quotes(label):
return f"'{label}'"
@@ -45,7 +44,6 @@ def get_chart_data(data, filters):
labels.append(row[0])
datapoints.append(row[-1])
company_currency = erpnext.get_company_currency(filters.get("company"))
return {
"data": {
@@ -56,5 +54,5 @@ def get_chart_data(data, filters):
"colors": ["#5e64ff"],
"fieldtype": "Currency",
"options": "currency",
"currency": company_currency,
"currency": conditions.get("company_currency"),
}