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[plugin] Auto issue orders (#9565)

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* Add builtin plugin for auto-issuing orders

* Add plugin to auto-issue orders

* Add placeholder documentation

* Fix typo

* Adds image macro

- To replace img.html
- includes checking if file exists

* Fix tooltips

* More docs

* Adjust plugin settings filters

* docs

* More docs

* More docs

* Updates

* Less restrictive URL checking

* Refactor build order page

* Fix typo

* Allow 429

* Debug output

* More debug

* Construct assets dir

* Cleanup

* Update docs README

* Refactoring more pages

* Fix image link

* Fix SSO settings

* Add hook to check for missing settings

- Ensure that all settings are documented!

* Add missing user settings

* Update docstring

* Tweak SSO.md

* Image updates

* More updates

* Tweaks

* Exclude orders without a target_date

* Fix for issuing build orders

* Further refactoring

* Fixes

* Image refactoring

* More refactoring

* More refactoring

* Refactor app images

* Fix pathing issues

* Suppress some openapidocs warnings in logs

(much easier to debug docs build issues)

* Fix image reference

* Reduce error messages

* Fix image links

* Fix image links

* Reduce docs log output

* Ensure settings are loaded before displaying them

* Fix for UI test

* Fix unit test

* Test tweaks
This commit is contained in:
Oliver
2025-06-03 17:07:12 +10:00
committed by GitHub
parent 89f8f132e1
commit 11ab0203b1
124 changed files with 1178 additions and 957 deletions
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32
docs/docs/sales/return_order.md
View File

@ -13,9 +13,7 @@ Return Orders allow stock items (which have been sold or allocated to a customer
To navigate to the Return Order display, select *Sales* from the main navigation menu, and *Return Orders* from the sidebar:
{% with id="return_order_display", url="order/ro_display.png", description="Return Order Display" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/ro_display.png", "Return Order Display") }}
The following view modes are available:
@ -23,31 +21,23 @@ The following view modes are available:
*Table View* provides a list of Return Orders, which can be filtered to display a subset of orders according to user supplied parameters.
{% with id="purchase_order_list", url="order/po_list.png", description="Return Order List" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/ro_list.png", "Return Order List") }}
#### Calendar View
*Calendar View* shows a calendar display with outstanding return orders, based on the various dates specified for each order.
{% with id="return_order_calendar", url="order/ro_calendar.png", description="Return Order Calendar" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/ro_calendar.png", "Return Order Calendar") }}
### Enable Return Order Functionality
By default, Return Order functionality is not enabled - it must be enabled by a *staff* user from the settings page:
{% with id="enable-return-order", url="order/return_order_enable.png", description="Enable Return Orders" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/return_order_enable.png", "Enable Return Orders") }}
Once this setting is enabled, you can access the "Return Orders" page from the main navigation bar:
{% with id="return-order-navbar", url="order/return_order_navbar.png", description="Access Return Orders" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/return_order_navbar.png", "Access return orders") }}
### Return Order Permissions
@ -57,9 +47,7 @@ Once this setting is enabled, you can access the "Return Orders" page from the m
A list of Return Orders is displayed on the *Return Order* index page:
{% with id="return-order-index", url="order/return_order_index.png", description="Return Order Index" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/return_order_index.png", "Return Order Index") }}
Various filters are available to configure which orders are displayed, and how they are arranged.
@ -98,9 +86,7 @@ A Return Order is linked to a specific customer, which can be selected from the
!!! warning "Customers Only"
Only companies with the "Customer" attribute enabled will be shown and can be selected
{% with id="return-order-create", url="order/return_order_create.png", description="Return Order Create" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/return_order_create.png", "Create Return Order") }}
Fill in the rest of the form with the return order information, and then click on <span class='badge inventree confirm'>Submit</span> to create the order.
@ -116,9 +102,7 @@ The order can be assigned to a responsible *owner*, which is either a user or gr
Individual Return Orders can be viewed via the Return Order detail page:
{% with id="return-order-detail", url="order/return_order_detail.png", description="Return Order Detail" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/return_order_detail.png", "Return Order Detail") }}
Here the details of the return order are available, and specific actions can be performed:

28
docs/docs/sales/sales_order.md
View File

@ -10,9 +10,7 @@ Sales orders allow tracking of which stock items are sold to customers, therefor
To navigate to the Sales Order display, select *Sales* from the main navigation menu, and *Sales Orders* from the sidebar:
{% with id="sales_order_display", url="order/so_display.png", description="Sales Order Display" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/so_display.png", "Sales Order display") }}
The following view modes are available:
@ -20,17 +18,13 @@ The following view modes are available:
*Table View* provides a list of Sales Orders, which can be filtered to display a subset of orders according to user supplied parameters.
{% with id="sales_order_list", url="order/so_list.png", description="Sales Order List" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/so_list.png", "Sales Order list") }}
#### Calendar View
*Calendar View* shows a calendar display with outstanding sales orders.
{% with id="sales_order_calendar", url="order/so_calendar.png", description="Sales Order Calendar" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/so_calendar.png", "Sales Order calendar") }}
### Sales Order Status Codes
@ -167,9 +161,7 @@ The *Pending Shipments* panel displays the shipments which have not yet been sen
- Pending sales order items can be allocated to these shipments
- New shipments can be created if the order is still open
{% with id="pending-shipments", url="order/pending_shipments.png", description="Pending shipments" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/pending_shipments.png", "Pending shipments") }}
#### Creating a new Shipment
@ -179,15 +171,11 @@ To create a new shipment for a sales order, press the *New Shipment* button abov
To complete a shipment, press the *Complete Shipment* button associated with the particular shipment:
{% with id="complete-shipment", url="order/complete_shipment.png", description="Complete shipment" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/complete_shipment.png", "Complete shipment") }}
### Completed Shipments
{% with id="completed-shipments", url="order/completed_shipments.png", description="Completed shipments" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/completed_shipments.png", "Completed shipments") }}
### Shipment Data
@ -211,9 +199,7 @@ An optional URL field which can be used to provide a link to an external URL.
All these fields can be edited by the user:
{% with id="edit-shipment", url="order/edit_shipment.png", description="Edit shipment" %}
{% include "img.html" %}
{% endwith %}
{{ image("order/edit_shipment.png", "Edit shipment") }}
## Sales Order Settings