[PUI] Part scheduling (#8163)

* Placeholder part scheduling panel

* Add API endpoint definition

* Add defined serializer to scheduling endpoint

* Refactor add_schedule_entry

* Fix field type

* API tweak

* Render scheduling data

* Make links clickable

* Correctly account for dates in the past

* Cleanup table

* Bump API version information

* js linting

src/backend/InvenTree/InvenTree/api_version.py

@@ -1,13 +1,17 @@
 """InvenTree API version information."""
 
 # InvenTree API version
-INVENTREE_API_VERSION = 257
+INVENTREE_API_VERSION = 258
 
 """Increment this API version number whenever there is a significant change to the API that any clients need to know about."""
 
 
 INVENTREE_API_TEXT = """
 
+v258 - 2024-09-24 : https://github.com/inventree/InvenTree/pull/8163
+    - Enhances the existing PartScheduling API endpoint
+    - Adds a formal DRF serializer to the endpoint
+
 v257 - 2024-09-22 : https://github.com/inventree/InvenTree/pull/8150
     - Adds API endpoint for reporting barcode scan history
 

src/backend/InvenTree/part/api.py

@@ -559,7 +559,7 @@ class PartScheduling(RetrieveAPI):
     """
 
     queryset = Part.objects.all()
-    serializer_class = EmptySerializer
+    serializer_class = part_serializers.PartSchedulingSerializer
 
     def retrieve(self, request, *args, **kwargs):
         """Return scheduling information for the referenced Part instance."""
@@ -567,23 +567,24 @@ class PartScheduling(RetrieveAPI):
 
         schedule = []
 
-        def add_schedule_entry(
+        def add_schedule_entry(date, quantity, title, instance, speculative_quantity=0):
-            date, quantity, title, label, url, speculative_quantity=0
+            """Add a new entry to the schedule list.
-        ):
-            """Check if a scheduled entry should be added.
 
-            Rules:
+            Arguments:
-            - date must be non-null
+                - date: The date of the scheduled event
-            - date cannot be in the "past"
+                - quantity: The quantity of stock to be added or removed
-            - quantity must not be zero
+                - title: The title of the scheduled event
+                - instance: The associated model instance (e.g. SalesOrder object)
+                - speculative_quantity: A speculative quantity to be added or removed
             """
             schedule.append({
                 'date': date,
                 'quantity': quantity,
                 'speculative_quantity': speculative_quantity,
                 'title': title,
-                'label': label,
+                'label': str(instance.reference),
-                'url': url,
+                'model': instance.__class__.__name__.lower(),
+                'model_id': instance.pk,
             })
 
         # Add purchase order (incoming stock) information
@@ -600,11 +601,7 @@ class PartScheduling(RetrieveAPI):
             quantity = line.part.base_quantity(line_quantity)
 
             add_schedule_entry(
-                target_date,
+                target_date, quantity, _('Incoming Purchase Order'), line.order
-                quantity,
-                _('Incoming Purchase Order'),
-                str(line.order),
-                line.order.get_absolute_url(),
             )
 
         # Add sales order (outgoing stock) information
@@ -618,11 +615,7 @@ class PartScheduling(RetrieveAPI):
             quantity = max(line.quantity - line.shipped, 0)
 
             add_schedule_entry(
-                target_date,
+                target_date, -quantity, _('Outgoing Sales Order'), line.order
-                -quantity,
-                _('Outgoing Sales Order'),
-                str(line.order),
-                line.order.get_absolute_url(),
             )
 
         # Add build orders (incoming stock) information
@@ -634,11 +627,7 @@ class PartScheduling(RetrieveAPI):
             quantity = max(build.quantity - build.completed, 0)
 
             add_schedule_entry(
-                build.target_date,
+                build.target_date, quantity, _('Stock produced by Build Order'), build
-                quantity,
-                _('Stock produced by Build Order'),
-                str(build),
-                build.get_absolute_url(),
             )
 
         """
@@ -721,8 +710,7 @@ class PartScheduling(RetrieveAPI):
                     build.target_date,
                     -part_allocated_quantity,
                     _('Stock required for Build Order'),
-                    str(build),
+                    build,
-                    build.get_absolute_url(),
                     speculative_quantity=speculative_quantity,
                 )
 
@@ -742,9 +730,13 @@ class PartScheduling(RetrieveAPI):
             return -1 if date_1 < date_2 else 1
 
         # Sort by incrementing date values
-        schedule = sorted(schedule, key=functools.cmp_to_key(compare))
+        schedules = sorted(schedule, key=functools.cmp_to_key(compare))
 
-        return Response(schedule)
+        serializers = part_serializers.PartSchedulingSerializer(
+            schedules, many=True, context={'request': request}
+        )
+
+        return Response(serializers.data)
 
 
 class PartRequirements(RetrieveAPI):

src/backend/InvenTree/part/serializers.py

@@ -244,6 +244,39 @@ class PartInternalPriceSerializer(InvenTree.serializers.InvenTreeModelSerializer
     )
 
 
+class PartSchedulingSerializer(serializers.Serializer):
+    """Serializer class for a PartScheduling entry."""
+
+    class Meta:
+        """Metaclass options for this serializer."""
+
+        fields = [
+            'date',
+            'quantity',
+            'speculative_quantity',
+            'title',
+            'label',
+            'model',
+            'model_id',
+        ]
+
+    date = serializers.DateField(label=_('Date'), required=True, allow_null=True)
+
+    quantity = serializers.FloatField(label=_('Quantity'), required=True)
+
+    speculative_quantity = serializers.FloatField(
+        label=_('Speculative Quantity'), required=False
+    )
+
+    title = serializers.CharField(label=_('Title'), required=True)
+
+    label = serializers.CharField(label=_('Label'), required=True)
+
+    model = serializers.CharField(label=_('Model'), required=True)
+
+    model_id = serializers.IntegerField(label=_('Model ID'), required=True)
+
+
 class PartThumbSerializer(serializers.Serializer):
     """Serializer for the 'image' field of the Part model.
 

src/backend/InvenTree/templates/js/translated/part.js

@@ -3078,10 +3078,26 @@ function loadPartSchedulingChart(canvas_id, part_id) {
                         quantity_string += makeIconBadge('fa-question-circle icon-blue', '{% trans "Speculative" %}');
                     }
 
+                    let url = '#';
+
+                    switch (entry.model) {
+                    case 'salesorder':
+                        url = `/order/sales-order/${entry.model_id}/`;
+                        break;
+                    case 'purchaseorder':
+                        url = `/order/purchase-order/${entry.model_id}/`;
+                        break;
+                    case 'build':
+                        url = `/build/${entry.model_id}/`;
+                        break;
+                    default:
+                        break;
+                    }
+
                     // Add an entry to the scheduling table
                     table_html += `
                         <tr>
-                            <td><a href="${entry.url}">${entry.label}</a></td>
+                            <td><a href="${url}">${entry.label}</a></td>
                             <td>${entry.title}</td>
                             <td>${date_string}</td>
                             <td>${quantity_string}</td>

src/frontend/src/enums/ApiEndpoints.tsx

@@ -95,6 +95,7 @@ export enum ApiEndpoints {
   part_thumbs_list = 'part/thumbs/',
   part_pricing_get = 'part/:id/pricing/',
   part_serial_numbers = 'part/:id/serial-numbers/',
+  part_scheduling = 'part/:id/scheduling/',
   part_pricing_internal = 'part/internal-price/',
   part_pricing_sale = 'part/sale-price/',
   part_stocktake_list = 'part/stocktake/',

src/frontend/src/pages/part/PartDetail.tsx

@@ -104,6 +104,7 @@ import { SalesOrderTable } from '../../tables/sales/SalesOrderTable';
 import { StockItemTable } from '../../tables/stock/StockItemTable';
 import { TestStatisticsTable } from '../../tables/stock/TestStatisticsTable';
 import PartPricingPanel from './PartPricingPanel';
+import PartSchedulingDetail from './PartSchedulingDetail';
 import PartStocktakeDetail from './PartStocktakeDetail';
 
 /**
@@ -705,7 +706,7 @@ export default function PartDetail() {
         name: 'scheduling',
         label: t`Scheduling`,
         icon: <IconCalendarStats />,
-        content: <PlaceholderPanel />,
+        content: part ? <PartSchedulingDetail part={part} /> : <Skeleton />,
         hidden: !userSettings.isSet('DISPLAY_SCHEDULE_TAB')
       },
       {

src/frontend/src/pages/part/PartSchedulingDetail.tsx

@@ -0,0 +1,312 @@
+import { t } from '@lingui/macro';
+import { ChartTooltipProps, LineChart } from '@mantine/charts';
+import {
+  Anchor,
+  Center,
+  Divider,
+  DrawerOverlay,
+  Loader,
+  Paper,
+  SimpleGrid,
+  Text
+} from '@mantine/core';
+import { ReactNode, useMemo } from 'react';
+import { useNavigate } from 'react-router-dom';
+
+import { formatDate } from '../../defaults/formatters';
+import { ApiEndpoints } from '../../enums/ApiEndpoints';
+import { navigateToLink } from '../../functions/navigation';
+import { getDetailUrl } from '../../functions/urls';
+import { useTable } from '../../hooks/UseTable';
+import { apiUrl } from '../../states/ApiState';
+import { TableColumn } from '../../tables/Column';
+import { DateColumn, DescriptionColumn } from '../../tables/ColumnRenderers';
+import { InvenTreeTable } from '../../tables/InvenTreeTable';
+import { TableHoverCard } from '../../tables/TableHoverCard';
+
+/*
+ * Render a tooltip for the chart, with correct date information
+ */
+function ChartTooltip({ label, payload }: ChartTooltipProps) {
+  if (!payload) {
+    return null;
+  }
+
+  if (label && typeof label == 'number') {
+    label = formatDate(new Date(label).toISOString());
+  }
+
+  const scheduled = payload.find((item) => item.name == 'scheduled');
+  const minimum = payload.find((item) => item.name == 'minimum');
+  const maximum = payload.find((item) => item.name == 'maximum');
+
+  return (
+    <Paper px="md" py="sm" withBorder shadow="md" radius="md">
+      <Text key="title">{label}</Text>
+      <Divider />
+      <Text key="maximum" c={maximum?.color} fz="sm">
+        {t`Maximum`} : {maximum?.value}
+      </Text>
+      <Text key="scheduled" c={scheduled?.color} fz="sm">
+        {t`Scheduled`} : {scheduled?.value}
+      </Text>
+      <Text key="minimum" c={minimum?.color} fz="sm">
+        {t`Minimum`} : {minimum?.value}
+      </Text>
+    </Paper>
+  );
+}
+
+export default function PartSchedulingDetail({ part }: { part: any }) {
+  const table = useTable('part-scheduling');
+  const navigate = useNavigate();
+
+  const tableColumns: TableColumn[] = useMemo(() => {
+    return [
+      {
+        accessor: 'label',
+        switchable: false,
+        title: t`Order`,
+        render: (record: any) => {
+          const url = getDetailUrl(record.model, record.model_id);
+
+          if (url) {
+            return (
+              <Anchor
+                href="#"
+                onClick={(event: any) => navigateToLink(url, navigate, event)}
+              >
+                {record.label}
+              </Anchor>
+            );
+          } else {
+            return record.label;
+          }
+        }
+      },
+      DescriptionColumn({
+        accessor: 'title',
+        switchable: false
+      }),
+      DateColumn({
+        sortable: false,
+        switchable: false
+      }),
+      {
+        accessor: 'quantity',
+        title: t`Quantity`,
+        switchable: false,
+        render: (record: any) => {
+          let q = record.quantity;
+          let extra: ReactNode[] = [];
+
+          if (record.speculative_quantity != 0) {
+            q = record.speculative_quantity;
+            extra.push(
+              <Text
+                size="sm"
+                key={'speculative'}
+              >{t`Quantity is speculative`}</Text>
+            );
+          }
+
+          if (!record.date) {
+            extra.push(
+              <Text
+                key={'null-date'}
+                size="sm"
+              >{t`No date available for provided quantity`}</Text>
+            );
+          } else if (new Date(record.date) < new Date()) {
+            extra.push(
+              <Text size="sm" key={'past-date'}>{t`Date is in the past`}</Text>
+            );
+          }
+
+          return (
+            <TableHoverCard
+              value={<Text key="quantity">{q}</Text>}
+              title={t`Scheduled Quantity`}
+              extra={extra}
+            />
+          );
+        }
+      }
+    ];
+  }, []);
+
+  const chartData = useMemo(() => {
+    /* Rebuild chart data whenever the table data changes.
+     * Note: We assume that the data is provided in increasing date order,
+     *       with "null" date entries placed first.
+     */
+
+    const today = new Date();
+    today.setHours(0, 0, 0, 0);
+
+    // Date bounds
+    let min_date: Date = new Date();
+    let max_date: Date = new Date();
+
+    // Track stock scheduling throughout time
+    let stock = part.in_stock ?? 0;
+    let stock_min = stock;
+    let stock_max = stock;
+
+    // First, iterate through each entry and find any entries without an associated date, or in the past
+    table.records.forEach((record) => {
+      let q = record.quantity + record.speculative_quantity;
+
+      if (record.date == null || new Date(record.date) < today) {
+        if (q < 0) {
+          stock_min += q;
+        } else {
+          stock_max += q;
+        }
+      }
+    });
+
+    // Construct initial chart entry (for today)
+    let entries: any[] = [
+      {
+        // date: formatDate(today.toISOString()),
+        date: today.valueOf(),
+        delta: 0,
+        scheduled: stock,
+        minimum: stock_min,
+        maximum: stock_max,
+        low_stock: part.minimum_stock
+      }
+    ];
+
+    table.records.forEach((record) => {
+      let q = record.quantity + record.speculative_quantity;
+
+      if (!record.date) {
+        return;
+      }
+
+      const date = new Date(record.date);
+
+      // In the past? Ignore this entry
+      if (date < today) {
+        return;
+      }
+
+      // Update date limits
+
+      if (date < min_date) {
+        min_date = date;
+      }
+
+      if (date > max_date) {
+        max_date = date;
+      }
+
+      // Update stock levels
+      stock += record.quantity;
+
+      stock_min += record.quantity;
+      stock_max += record.quantity;
+
+      // Speculative quantities expand the expected stock range
+      if (record.speculative_quantity < 0) {
+        stock_min += record.speculative_quantity;
+      } else if (record.speculative_quantity > 0) {
+        stock_max += record.speculative_quantity;
+      }
+
+      entries.push({
+        ...record,
+        date: new Date(record.date).valueOf(),
+        scheduled: stock,
+        minimum: stock_min,
+        maximum: stock_max,
+        low_stock: part.minimum_stock
+      });
+    });
+
+    return entries;
+  }, [part, table.records]);
+
+  // Calculate the date limits of the chart
+  const chartLimits: number[] = useMemo(() => {
+    let min_date = new Date();
+    let max_date = new Date();
+
+    if (chartData.length > 0) {
+      min_date = new Date(chartData[0].date);
+      max_date = new Date(chartData[chartData.length - 1].date);
+    }
+
+    // Expand limits by one day on either side
+    min_date.setDate(min_date.getDate() - 1);
+    max_date.setDate(max_date.getDate() + 1);
+
+    return [min_date.valueOf(), max_date.valueOf()];
+  }, [chartData]);
+
+  return (
+    <>
+      <SimpleGrid cols={2}>
+        <InvenTreeTable
+          url={apiUrl(ApiEndpoints.part_scheduling, part.pk)}
+          tableState={table}
+          columns={tableColumns}
+          props={{
+            enableSearch: false
+          }}
+        />
+        {table.isLoading ? (
+          <Center>
+            <Loader />
+          </Center>
+        ) : (
+          <LineChart
+            data={chartData}
+            dataKey="date"
+            withLegend
+            withYAxis
+            tooltipProps={{
+              content: ({ label, payload }) => (
+                <ChartTooltip label={label} payload={payload} />
+              )
+            }}
+            yAxisLabel={t`Expected Quantity`}
+            xAxisLabel={t`Date`}
+            xAxisProps={{
+              domain: [chartLimits[0], chartLimits[1]],
+              scale: 'time',
+              type: 'number',
+              tickFormatter: (value: number) => {
+                return formatDate(new Date(value).toISOString());
+              }
+            }}
+            series={[
+              {
+                name: 'scheduled',
+                label: t`Scheduled`,
+                color: 'blue.6'
+              },
+              {
+                name: 'minimum',
+                label: t`Minimum`,
+                color: 'yellow.6'
+              },
+              {
+                name: 'maximum',
+                label: t`Maximum`,
+                color: 'teal.6'
+              },
+              {
+                name: 'low_stock',
+                label: t`Low Stock`,
+                color: 'red.6'
+              }
+            ]}
+          />
+        )}
+      </SimpleGrid>
+    </>
+  );
+}

src/frontend/src/tables/InvenTreeTable.tsx

@@ -500,7 +500,7 @@ export function InvenTreeTable<T extends Record<string, any>>({
       });
   };
 
-  const { data, isFetching, refetch } = useQuery({
+  const { data, isFetching, isLoading, refetch } = useQuery({
     queryKey: [
       tableState.page,
       props.params,
@@ -515,8 +515,13 @@ export function InvenTreeTable<T extends Record<string, any>>({
   });
 
   useEffect(() => {
-    tableState.setIsLoading(isFetching);
+    tableState.setIsLoading(
-  }, [isFetching]);
+      isFetching ||
+        isLoading ||
+        tableOptionQuery.isFetching ||
+        tableOptionQuery.isLoading
+    );
+  }, [isFetching, isLoading, tableOptionQuery]);
 
   // Update tableState.records when new data received
   useEffect(() => {