Merge pull request #56808 from frappe/chore/test-dimension-wise-accounts-balance

test: Dimension-wise Accounts Balance report coverage

Author: nabinhait

erpnext/accounts/report/dimension_wise_accounts_balance_report/test_dimension_wise_accounts_balance_report.py

@@ -0,0 +1,82 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import today
+
+from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.report.dimension_wise_accounts_balance_report.dimension_wise_accounts_balance_report import (
+	execute,
+)
+from erpnext.accounts.utils import get_fiscal_year
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestDimensionWiseAccountsBalance(ERPNextTestSuite):
+	"""Balances accounts one column per value of an accounting dimension (here
+	Cost Center). Locks the two behaviours that matter: an entry lands in its
+	own dimension column as debit - credit, and children roll up into parents."""
+
+	def setUp(self):
+		frappe.set_user("Administrator")
+		self.company = "_Test Company"
+		self.expense_account = "_Test Account Cost for Goods Sold - _TC"
+		self.cash_account = "Cash - _TC"
+
+	def _make_cost_center(self, name):
+		full_name = f"{name} - _TC"
+		if not frappe.db.exists("Cost Center", full_name):
+			frappe.get_doc(
+				{
+					"doctype": "Cost Center",
+					"cost_center_name": name,
+					"parent_cost_center": "_Test Company - _TC",
+					"company": self.company,
+					"is_group": 0,
+				}
+			).insert()
+		return full_name
+
+	def _filters(self, **overrides):
+		filters = frappe._dict(
+			{
+				"company": self.company,
+				"dimension": "Cost Center",
+				"fiscal_year": get_fiscal_year(today(), company=self.company)[0],
+			}
+		)
+		filters.update(overrides)
+		return filters
+
+	def test_dimension_column_and_rollup(self):
+		# a dedicated cost center isolates our column from any other posted data
+		cost_center = self._make_cost_center("Test Dimension CC")
+		make_journal_entry(
+			self.expense_account,
+			self.cash_account,
+			300,
+			cost_center=cost_center,
+			posting_date=today(),
+			submit=True,
+		)
+
+		columns, data = execute(self._filters())
+		column = frappe.scrub(cost_center)
+		self.assertIn(column, [c["fieldname"] for c in columns])
+
+		rows = {row["account"]: row for row in data}
+
+		# the entry shows as debit - credit under its own dimension column
+		self.assertEqual(rows[self.expense_account][column], 300.0)
+		self.assertEqual(rows[self.cash_account][column], -300.0)
+
+		# and rolls up into each account's parent (isolated to our cost center)
+		expense_parent = frappe.db.get_value("Account", self.expense_account, "parent_account")
+		cash_parent = frappe.db.get_value("Account", self.cash_account, "parent_account")
+		self.assertEqual(rows[expense_parent][column], 300.0)
+		self.assertEqual(rows[cash_parent][column], -300.0)
+
+	def test_requires_fiscal_year(self):
+		filters = self._filters()
+		filters.pop("fiscal_year")
+		self.assertRaises(frappe.ValidationError, execute, filters)