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Auto allocate tracked (#10887)

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* Add "item_type" to BuildAutoAllocationSerializer

* Update frontend to allow selection

* Stub for allocating tracked items

* Code for auto-allocating tracked outputs

* Refactor auto-allocation code

* UI updates

* Bump API version

* Auto refresh tracked items

* Update CHANGELOG.md

* docs entry

* Add unit test

* Add playwright testing
This commit is contained in:
Oliver
2026-02-22 20:15:31 +11:00
committed by GitHub
parent cca35bb268
commit 2e22245255
10 changed files with 350 additions and 64 deletions
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10
docs/docs/manufacturing/allocate.md
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@@ -108,9 +108,9 @@ Set this option to *True* to allow substitute parts (as specified by the BOM) to
Allocation of tracked stock items is slightly more complex. Instead of being allocated against the *Build Order*, tracked stock items must be allocated against an individual *Build Output*.
Allocating tracked stock items to particular build outputs is performed in the *Pending Items* tab:
Allocating tracked stock items to particular build outputs is performed in the *Incomplete Outputs* tab:
In the *Pending Items* tab, we can see that each build output has a stock allocation requirement which must be met before that build output can be completed:
In the *Incomplete Outputs* tab, we can see that each build output has a stock allocation requirement which must be met before that build output can be completed:
{{ image("build/build_allocate_tracked_parts.png", "Allocate tracked parts") }}
@@ -126,6 +126,12 @@ Here we can see that the incomplete build outputs (serial numbers 15 and 14) now
!!! note "Example: Tracked Stock"
Let's say we have 5 units of "Tracked Part" in stock - with 1 unit allocated to the build output. Once we complete the build output, there will be 4 units of "Tracked Part" in stock, with 1 unit being marked as "installed" within the assembled part
### Automatic Stock Allocation
Tracked stock items can be automatically allocated to build outputs using the *Auto Allocate* button in the *Incomplete Outputs* tab. This will attempt to allocate tracked stock items to build outputs based on matching serial numbers.
For each build output, the auto-allocation routine will attempt to find a matching component item with the same serial number. If such a stock item is found, and it is available for use, it will be allocated to that build output.
## Consuming Stock
Allocating stock items to a build order does not immediately remove them from stock. Instead, the stock items are marked as "allocated" against the build order, and are only removed from stock when they are "consumed" by the build order.