# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors # See license.txt import frappe from frappe import _ from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry from erpnext.stock.report.delivery_note_trends.delivery_note_trends import execute from erpnext.tests.utils import ERPNextTestSuite ITEM = "_Test Item" OTHER_ITEM = "_Test Item 2" WAREHOUSE = "Stores - _TC" CUSTOMER = "_Test Customer" class TestDeliveryNoteTrends(ERPNextTestSuite): 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 total_amount(self, **extra): # the report's own consolidated total row, which must follow the filtered rows columns, data = self.run_report_full(**extra) total_row = next(row for row in data if row[0] == f"'{_('Total')}'") return total_row[self.labels(columns).index("Total(Amt)")] or 0 def deliver(self, qty=5, rate=200, customer=CUSTOMER, posting_date="2026-06-01", item_code=ITEM): # stock the item first so the delivery note can ship, then deliver make_stock_entry( item_code=item_code, to_warehouse=WAREHOUSE, qty=qty + 10, rate=100, posting_date=posting_date ) create_delivery_note( item_code=item_code, warehouse=WAREHOUSE, qty=qty, rate=rate, customer=customer, company="_Test Company", posting_date=posting_date, ) def test_delivery_qty_in_trend(self): # A Delivery Note of qty 5 @ rate 200 sums to qty 5 / amount 1000 (base_net_amount) # in the yearly bucket and the Total columns. cols = ["_Test Fiscal Year 2026 (Qty)", "_Test Fiscal Year 2026 (Amt)", "Total(Qty)", "Total(Amt)"] before = self.values({"Item": ITEM}, cols) self.deliver() after = self.values({"Item": ITEM}, cols) self.assertEqual(after[cols[0]] - before[cols[0]], 5) self.assertEqual(after[cols[1]] - before[cols[1]], 1000) self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 5) self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000) def test_monthly_period_buckets(self): cols = ["Jun (Qty)", "Jun (Amt)", "Total(Qty)", "Total(Amt)"] before = self.values({"Item": ITEM}, cols, period="Monthly") self.deliver(posting_date="2026-06-01") after = self.values({"Item": ITEM}, cols, period="Monthly") # the June delivery lands only in the June bucket, and rolls up into the Total columns self.assertEqual(after["Jun (Qty)"] - before["Jun (Qty)"], 5) self.assertEqual(after["Jun (Amt)"] - before["Jun (Amt)"], 1000) self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 5) 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") self.deliver(posting_date="2026-06-01") after = self.values({"Item": ITEM}, cols, period="Quarterly") self.assertEqual(after["Apr-Jun (Qty)"] - before["Apr-Jun (Qty)"], 5) self.assertEqual(after["Apr-Jun (Amt)"] - before["Apr-Jun (Amt)"], 1000) self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 5) def test_based_on_customer(self): cols = ["Total(Qty)", "Total(Amt)"] before = self.values({"Customer": CUSTOMER}, cols, based_on="Customer") self.deliver(customer=CUSTOMER) after = self.values({"Customer": CUSTOMER}, cols, based_on="Customer") self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 5) self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000) def test_based_on_territory(self): territory = frappe.db.get_value("Customer", CUSTOMER, "territory") cols = ["Total(Qty)", "Total(Amt)"] before = self.values({"Territory": territory}, cols, based_on="Territory") self.deliver(customer=CUSTOMER) after = self.values({"Territory": territory}, cols, based_on="Territory") self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 5) self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000) def test_group_by_item_under_customer(self): # based_on=Customer with group_by=Item produces an item-wise breakdown row cols = ["Total(Qty)", "Total(Amt)"] before = self.values({"Item": ITEM}, cols, based_on="Customer", group_by="Item") self.deliver(customer=CUSTOMER) after = self.values({"Item": ITEM}, cols, based_on="Customer", group_by="Item") self.assertEqual(after["Total(Qty)"] - before["Total(Qty)"], 5) self.assertEqual(after["Total(Amt)"] - before["Total(Amt)"], 1000) def test_item_filter_restricts_rows(self): self.deliver() self.deliver(qty=3, rate=100, item_code=OTHER_ITEM) columns, data = self.run_report_full(item_code=[ITEM]) items = {row[self.labels(columns).index("Item")] for row in data} self.assertIn(ITEM, items) self.assertNotIn(OTHER_ITEM, items) def test_item_filter_narrows_total(self): # the excluded item's 300 must not reach the total the footer adds up before = self.total_amount(item_code=[ITEM]) self.deliver() self.deliver(qty=3, rate=100, item_code=OTHER_ITEM) after = self.total_amount(item_code=[ITEM]) self.assertEqual(after - before, 1000) def test_item_filter_accepts_multiple_items(self): before = self.total_amount(item_code=[ITEM, OTHER_ITEM]) self.deliver() self.deliver(qty=3, rate=100, item_code=OTHER_ITEM) after = self.total_amount(item_code=[ITEM, OTHER_ITEM]) self.assertEqual(after - before, 1300) def test_item_filter_applies_under_group_by(self): # group_by runs its own per-row queries, so the filter has to reach those too self.deliver() self.deliver(qty=3, rate=100, item_code=OTHER_ITEM) columns, data = self.run_report_full(based_on="Customer", group_by="Item", item_code=[ITEM]) items = {row[self.labels(columns).index("Item")] for row in data} self.assertIn(ITEM, items) self.assertNotIn(OTHER_ITEM, items) def test_item_filter_accepts_bare_string(self): # the desk always sends a list, but a direct API call may pass one item code self.deliver() self.deliver(qty=3, rate=100, item_code=OTHER_ITEM) columns, data = self.run_report_full(item_code=ITEM) items = {row[self.labels(columns).index("Item")] for row in data} self.assertIn(ITEM, items) self.assertNotIn(OTHER_ITEM, items)