test: cover period, based_on and group_by filters in Purchase Receipt Trends

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

erpnext/stock/report/purchase_receipt_trends/test_purchase_receipt_trends.py

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+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
+from erpnext.stock.report.purchase_receipt_trends.purchase_receipt_trends import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+ITEM = "_Test Item"
+ITEM_GROUP = "_Test Item Group"
+SUPPLIER = "_Test Supplier"
+
+
+class TestPurchaseReceiptTrends(ERPNextTestSuite):
+	def run_report(self, **extra):
+		return self.run_report_full(**extra)[1]
+
+	def run_report_full(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"fiscal_year": "_Test Fiscal Year 2026",
+				"period": "Yearly",
+				"based_on": "Item",
+				"group_by": "",
+			}
+		)
+		filters.update(extra)
+		columns, data = execute(filters)[:2]
+		return columns, data
+
+	# trend columns are "Label:fieldtype:width" strings; assert by label so the index
+	# stays correct across period / based_on / group_by combinations.
+	@staticmethod
+	def labels(columns):
+		return [c.split(":")[0] if isinstance(c, str) else c.get("label") for c in columns]
+
+	def find_row(self, columns, data, match):
+		labels = self.labels(columns)
+		for row in data:
+			if all(row[labels.index(label)] == value for label, value in match.items()):
+				return row
+		return None
+
+	def value(self, columns, row, label):
+		if not row:
+			return 0
+		return row[self.labels(columns).index(label)] or 0
+
+	def values(self, match, wanted_labels, **extra):
+		columns, data = self.run_report_full(**extra)
+		row = self.find_row(columns, data, match)
+		return {label: self.value(columns, row, label) for label in wanted_labels}
+
+	def test_receipt_qty_in_trend(self):
+		# The report sums ALL purchase receipts for the item in the fiscal year, so capture
+		# any pre-existing baseline and assert only this receipt's contribution.
+		cols = ["_Test Fiscal Year 2026 (Qty)", "_Test Fiscal Year 2026 (Amt)"]
+		before = self.values({"Item": ITEM}, cols)
+		make_purchase_receipt(
+			item_code=ITEM, qty=10, rate=100, company="_Test Company", posting_date="2026-06-01"
+		)
+		after = self.values({"Item": ITEM}, cols)
+		self.assertEqual(after[cols[0]] - before[cols[0]], 10)
+		self.assertEqual(after[cols[1]] - before[cols[1]], 1000)
+
+	def test_monthly_period_buckets(self):
+		cols = ["Jun (Qty)", "Jun (Amt)", "Total(Qty)", "Total(Amt)"]
+		before = self.values({"Item": ITEM}, cols, period="Monthly")
+		make_purchase_receipt(
+			item_code=ITEM, qty=10, rate=100, company="_Test Company", posting_date="2026-06-01"
+		)
+		after = self.values({"Item": ITEM}, cols, period="Monthly")
+		# the June receipt lands only in the June bucket, and rolls up into the Total columns
+		self.assertEqual(after["Jun (Qty)"] - before["Jun (Qty)"], 10)
+		self.assertEqual(after["Jun (Amt)"] - before["Jun (Amt)"], 1000)
+		self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 10)
+		self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000)
+
+	def test_quarterly_period_buckets(self):
+		# 2026-06-01 falls in the Apr-Jun quarter
+		cols = ["Apr-Jun (Qty)", "Apr-Jun (Amt)", "Total(Qty)"]
+		before = self.values({"Item": ITEM}, cols, period="Quarterly")
+		make_purchase_receipt(
+			item_code=ITEM, qty=10, rate=100, company="_Test Company", posting_date="2026-06-01"
+		)
+		after = self.values({"Item": ITEM}, cols, period="Quarterly")
+		self.assertEqual(after["Apr-Jun (Qty)"] - before["Apr-Jun (Qty)"], 10)
+		self.assertEqual(after["Apr-Jun (Amt)"] - before["Apr-Jun (Amt)"], 1000)
+		self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 10)
+
+	def test_based_on_supplier(self):
+		cols = ["Total(Qty)", "Total(Amt)"]
+		before = self.values({"Supplier": SUPPLIER}, cols, based_on="Supplier")
+		make_purchase_receipt(
+			item_code=ITEM,
+			qty=10,
+			rate=100,
+			supplier=SUPPLIER,
+			company="_Test Company",
+			posting_date="2026-06-01",
+		)
+		after = self.values({"Supplier": SUPPLIER}, cols, based_on="Supplier")
+		self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 10)
+		self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000)
+
+	def test_based_on_item_group(self):
+		cols = ["Total(Qty)", "Total(Amt)"]
+		before = self.values({"Item Group": ITEM_GROUP}, cols, based_on="Item Group")
+		make_purchase_receipt(
+			item_code=ITEM, qty=10, rate=100, company="_Test Company", posting_date="2026-06-01"
+		)
+		after = self.values({"Item Group": ITEM_GROUP}, cols, based_on="Item Group")
+		self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 10)
+		self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000)
+
+	def test_group_by_item_under_supplier(self):
+		# based_on=Supplier with group_by=Item produces an item-wise breakdown row
+		cols = ["Total(Qty)", "Total(Amt)"]
+		before = self.values({"Item": ITEM}, cols, based_on="Supplier", group_by="Item")
+		make_purchase_receipt(
+			item_code=ITEM,
+			qty=10,
+			rate=100,
+			supplier=SUPPLIER,
+			company="_Test Company",
+			posting_date="2026-06-01",
+		)
+		after = self.values({"Item": ITEM}, cols, based_on="Supplier", group_by="Item")
+		self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 10)
+		self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000)