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[refactor] Stocktake -> Stock History (#10124)
* Remove STOCKTAKE ruleset * Adjust wording of settings * Cleanup * Improve text for global settings * Add BulkDeleteMixin to "stocktake" endpoint * Frontend updates * Migrations - Remove field 'last_stocktake' from Part model - Remove fields 'user' and 'note' from PartStocktake model - Remove model PartStocktakeReport * Frontend cleanup * Rename global setting * Rewrite stocktake functionality * Cleanup * Adds custom exporter for part stocktake data * Frontend cleanup * Bump API version * Tweaks * Frontend updates * Fix unit tests * Fix helper func * Add docs * Fix broken link * Docs updates * Adjust playwright tests * Add unit testing for plugin * Add unit testing for stock history creation * Fix unit test
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@@ -22,6 +22,7 @@ The following builtin plugins are available in InvenTree:
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| Data Export | [BOM Exporter](./bom_exporter.md) | Custom [exporter](../mixins/export.md) for BOM data | Yes |
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| Data Export | [InvenTree Exporter](./inventree_exporter.md) | Custom [exporter](../mixins/export.md) for InvenTree data | Yes |
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| Data Export | [Parameter Exporter](./part_parameter_exporter.md) | Custom [exporter](../mixins/export.md) for part parameter data | Yes |
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| Data Export | [Stocktake Exporter](./stocktake_exporter.md) | Custom [exporter](../mixins/export.md) for stocktake data | No |
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| Events | [Auto Create Child Builds](./auto_create_builds.md) | Automatically create child build orders for sub-assemblies | No |
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| Events | [Auto Issue Orders](./auto_issue.md) | Automatically issue pending orders when target date is reached | No |
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| Label Printing | [Label Printer](./inventree_label.md) | Custom [label](../mixins/label.md) for InvenTree data | Yes |
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@@ -9,3 +9,7 @@ This plugin provides a mechanism to send notifications to a Slack channel when c
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### API Key
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To use this plugin, you need to provide a Slack API key. This key is used to authenticate the plugin with the Slack API and send messages to the specified channel.
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### Activation
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This plugin is an *optional* plugin, and must be enabled in the InvenTree settings.
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@@ -0,0 +1,35 @@
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---
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title: Stocktake Exporter
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---
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## Stocktake Exporter Plugin
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The **Stocktake Exporter Plugin** provides custom "stocktake" export functionality for [Part](../../part/index.md) data.
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It utilizes the [ExporterMixin](../mixins/export.md) mixin to provide a custom export format for stocktake data.
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This exporter plugin can be used to export a comprehensive list of current stock levels for selected parts.
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### Activation
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This plugin is an *optional* plugin, and must be enabled in the InvenTree settings.
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### Plugin Settings
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There are no configurable settings for this plugin.
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## Usage
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This plugin is used in the same way as the [InvenTree Exporter Plugin](./inventree_exporter.md), but provides a custom export format for stocktake data.
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### Export Options
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When exporting part data, the *Stocktake Exporter* plugin is available for selection in the export dialog. When selected, the plugin provides some additional export options to control the data export process.
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{{ image("stocktake_exporter_options.png", base="plugin/builtin", title="Stocktake Export Options") }}
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| Option | Description |
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|--------|-------------|
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| `Pricing Data` | Include pricing data in the export. This will add columns for the cost of "stock on hand". |
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| `Include External Stock` | Include stock from external warehouses in the export. This will add columns for the stock levels in external warehouses, and include the external quantities in the total stock count and valuation. |
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| `Include Variant Items` | Include variant items in the export. This will add columns for the variant items associated with each part, and include the variant quantities in the total stock count and valuation. |
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