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Code Activity

[enhancements] Stock tracking enhancements (#11260)

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* Data migrations for StockItemTracking

- Propagate the 'part' links

* Enable filtering of stock tracking entries by part

* Enable filtering by date range

* Display stock tracking for part

* Table enhancements

* Bump API version

* Display stock item column

* Ensure 'quantity' is recorded for stock tracking entries

* Add new global settings

* Adds background task for deleting old stock tracking entries

* Docs updates

* Enhanced docs

* Cast quantity to float

* Rever data migration

* Ensure part link gets created

* Improved prefetch for API

* Playwright testing

* Tweak unit test thresholds

---------

Co-authored-by: Matthias Mair <code@mjmair.com>
This commit is contained in:
Oliver
2026-02-10 21:54:35 +11:00
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parent 613ed40843
commit 1c1933b694
29 changed files with 669 additions and 208 deletions
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22
docs/docs/part/stocktake.md
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@@ -1,10 +1,10 @@
---
title: Part Stock History
title: Part Stocktake
---
## Part Stock History
## Part Stocktake
InvenTree can track the historical stock levels of parts, allowing users to view past stocktake data and generate reports based on this information.
InvenTree can record the historical stock levels of parts, allowing users to view past stocktake data and generate reports based on this information.
A *Stocktake* refers to a "snapshot" of stock levels for a particular part, at a specific point in time. Stocktake information is used for tracking a historical record of the quantity and value of part stock.
@@ -75,9 +75,9 @@ A dashboard widget is available for generating stocktake reports, which can be a
Here, the user can specify the report parameters, and then click the *Generate Report* button to generate a new stocktake report based on the specified parameters.
## Stock History Settings
## Stocktake Settings
There are a number of configuration options available in the [settings view](../settings/global.md):
There are a number of configuration options available for controlling the behavior of part stocktake functionality in the [system settings view](../settings/global.md):
| Name | Description | Default | Units |
| ---- | ----------- | ------- | ----- |
@@ -87,9 +87,9 @@ There are a number of configuration options available in the [settings view](../
{{ globalsetting("STOCKTAKE_DELETE_OLD_ENTRIES")}}
{{ globalsetting("STOCKTAKE_DELETE_DAYS") }}
{{ image("part/part_stocktake_settings.png", "Stock history settings") }}
{{ image("part/part_stocktake_settings.png", "Stocktake settings") }}
### Enable Stock History
### Enable Stocktake
Enable or disable stocktake functionality. Note that by default, stocktake functionality is disabled.
@@ -97,10 +97,10 @@ Enable or disable stocktake functionality. Note that by default, stocktake funct
Configure the number of days between generation of [automatic stocktake reports](#automatic-stocktake). If this value is set to zero, automatic stocktake reports will not be generated.
### Delete Old Stock History Entries
### Delete Old Stocktake Entries
If enabled, stock history entries older than the specified number of days will be automatically deleted from the database.
If enabled, stocktake entries older than the specified number of days will be automatically deleted from the database.
### Stock History Deletion Interval
### Stocktake Deletion Interval
Configure how many days historical stock records are retained in the database.
Configure how many days historical stocktake records are retained in the database.