Set status when returning from customer (#8571)

* Set status when returning from customer

* Fix default customer for return order table

* Set status when receiving items against a ReturnOrder

* Bump max query time for currency endpoint

* Bump API version

src/backend/InvenTree/InvenTree/api_version.py

@@ -1,13 +1,16 @@
 """InvenTree API version information."""
 
 # InvenTree API version
-INVENTREE_API_VERSION = 286
+INVENTREE_API_VERSION = 287
 
 """Increment this API version number whenever there is a significant change to the API that any clients need to know about."""
 
 
 INVENTREE_API_TEXT = """
 
+v287 - 2024-11-27 : https://github.com/inventree/InvenTree/pull/8571
+    - Adds ability to set stock status when returning items from a customer
+
 v286 - 2024-11-26 : https://github.com/inventree/InvenTree/pull/8054
     - Adds "SelectionList" and "SelectionListEntry" API endpoints
 

src/backend/InvenTree/common/tests.py

@@ -1254,7 +1254,9 @@ class CurrencyAPITests(InvenTreeAPITestCase):
 
         # Updating via the external exchange may not work every time
         for _idx in range(5):
-            self.post(reverse('api-currency-refresh'), expected_code=200)
+            self.post(
+                reverse('api-currency-refresh'), expected_code=200, max_query_time=30
+            )
 
             # There should be some new exchange rate objects now
             if Rate.objects.all().exists():

src/backend/InvenTree/order/models.py

@@ -2363,14 +2363,23 @@ class ReturnOrder(TotalPriceMixin, Order):
     # endregion
 
     @transaction.atomic
-    def receive_line_item(self, line, location, user, note='', **kwargs):
+    def receive_line_item(self, line, location, user, **kwargs):
         """Receive a line item against this ReturnOrder.
 
-        Rules:
-        - Transfers the StockItem to the specified location
-        - Marks the StockItem as "quarantined"
-        - Adds a tracking entry to the StockItem
-        - Removes the 'customer' reference from the StockItem
+        Arguments:
+            line: ReturnOrderLineItem to receive
+            location: StockLocation to receive the item to
+            user: User performing the action
+
+        Keyword Arguments:
+            note: Additional notes to add to the tracking entry
+            status: Status to set the StockItem to (default: StockStatus.QUARANTINED)
+
+        Performs the following actions:
+            - Transfers the StockItem to the specified location
+            - Marks the StockItem as "quarantined"
+            - Adds a tracking entry to the StockItem
+            - Removes the 'customer' reference from the StockItem
         """
         # Prevent an item from being "received" multiple times
         if line.received_date is not None:
@@ -2379,17 +2388,18 @@ class ReturnOrder(TotalPriceMixin, Order):
 
         stock_item = line.item
 
-        deltas = {
-            'status': StockStatus.QUARANTINED.value,
-            'returnorder': self.pk,
-            'location': location.pk,
-        }
+        status = kwargs.get('status')
+
+        if status is None:
+            status = StockStatus.QUARANTINED.value
+
+        deltas = {'status': status, 'returnorder': self.pk, 'location': location.pk}
 
         if stock_item.customer:
             deltas['customer'] = stock_item.customer.pk
 
         # Update the StockItem
-        stock_item.status = kwargs.get('status', StockStatus.QUARANTINED.value)
+        stock_item.status = status
         stock_item.location = location
         stock_item.customer = None
         stock_item.sales_order = None
@@ -2400,7 +2410,7 @@ class ReturnOrder(TotalPriceMixin, Order):
         stock_item.add_tracking_entry(
             StockHistoryCode.RETURNED_AGAINST_RETURN_ORDER,
             user,
-            notes=note,
+            notes=kwargs.get('note', ''),
             deltas=deltas,
             location=location,
             returnorder=self,

src/backend/InvenTree/order/serializers.py

@@ -26,6 +26,7 @@ import part.filters as part_filters
 import part.models as part_models
 import stock.models
 import stock.serializers
+import stock.status_codes
 from common.serializers import ProjectCodeSerializer
 from company.serializers import (
     AddressBriefSerializer,
@@ -1923,7 +1924,7 @@ class ReturnOrderLineItemReceiveSerializer(serializers.Serializer):
     class Meta:
         """Metaclass options."""
 
-        fields = ['item']
+        fields = ['item', 'status']
 
     item = serializers.PrimaryKeyRelatedField(
         queryset=order.models.ReturnOrderLineItem.objects.all(),
@@ -1933,6 +1934,15 @@ class ReturnOrderLineItemReceiveSerializer(serializers.Serializer):
         label=_('Return order line item'),
     )
 
+    status = serializers.ChoiceField(
+        choices=stock.status_codes.StockStatus.items(),
+        default=None,
+        label=_('Status'),
+        help_text=_('Stock item status code'),
+        required=False,
+        allow_blank=True,
+    )
+
     def validate_line_item(self, item):
         """Validation for a single line item."""
         if item.order != self.context['order']:
@@ -1950,7 +1960,7 @@ class ReturnOrderReceiveSerializer(serializers.Serializer):
     class Meta:
         """Metaclass options."""
 
-        fields = ['items', 'location']
+        fields = ['items', 'location', 'note']
 
     items = ReturnOrderLineItemReceiveSerializer(many=True)
 
@@ -1963,6 +1973,14 @@ class ReturnOrderReceiveSerializer(serializers.Serializer):
         help_text=_('Select destination location for received items'),
     )
 
+    note = serializers.CharField(
+        label=_('Note'),
+        help_text=_('Additional note for incoming stock items'),
+        required=False,
+        default='',
+        allow_blank=True,
+    )
+
     def validate(self, data):
         """Perform data validation for this serializer."""
         order = self.context['order']
@@ -1993,7 +2011,14 @@ class ReturnOrderReceiveSerializer(serializers.Serializer):
         with transaction.atomic():
             for item in items:
                 line_item = item['item']
-                order.receive_line_item(line_item, location, request.user)
+
+                order.receive_line_item(
+                    line_item,
+                    location,
+                    request.user,
+                    note=data.get('note', ''),
+                    status=item.get('status', None),
+                )
 
 
 @register_importer()

src/backend/InvenTree/stock/models.py

@@ -1217,8 +1217,16 @@ class StockItem(
     def return_from_customer(self, location, user=None, **kwargs):
         """Return stock item from customer, back into the specified location.
 
+        Arguments:
+            location: The location to return the stock item to
+            user: The user performing the action
+
+        Keyword Arguments:
+            notes: Additional notes to add to the tracking entry
+            status: Optionally set the status of the stock item
+
         If the selected location is the same as the parent, merge stock back into the parent.
-        Otherwise create the stock in the new location
+        Otherwise create the stock in the new location.
         """
         notes = kwargs.get('notes', '')
 
@@ -1228,6 +1236,17 @@ class StockItem(
             tracking_info['customer'] = self.customer.id
             tracking_info['customer_name'] = self.customer.name
 
+        # Clear out allocation information for the stock item
+        self.customer = None
+        self.belongs_to = None
+        self.sales_order = None
+        self.location = location
+        self.clearAllocations()
+
+        if status := kwargs.get('status'):
+            self.status = status
+            tracking_info['status'] = status
+
         self.add_tracking_entry(
             StockHistoryCode.RETURNED_FROM_CUSTOMER,
             user,
@@ -1236,13 +1255,6 @@ class StockItem(
             location=location,
         )
 
-        # Clear out allocation information for the stock item
-        self.customer = None
-        self.belongs_to = None
-        self.sales_order = None
-        self.location = location
-        self.clearAllocations()
-
         trigger_event('stockitem.returnedfromcustomer', id=self.id)
 
         """If new location is the same as the parent location, merge this stock back in the parent"""

src/backend/InvenTree/stock/serializers.py

@@ -968,7 +968,7 @@ class ReturnStockItemSerializer(serializers.Serializer):
     class Meta:
         """Metaclass options."""
 
-        fields = ['location', 'note']
+        fields = ['location', 'status', 'notes']
 
     location = serializers.PrimaryKeyRelatedField(
         queryset=StockLocation.objects.all(),
@@ -979,6 +979,15 @@ class ReturnStockItemSerializer(serializers.Serializer):
         help_text=_('Destination location for returned item'),
     )
 
+    status = serializers.ChoiceField(
+        choices=stock.status_codes.StockStatus.items(),
+        default=None,
+        label=_('Status'),
+        help_text=_('Stock item status code'),
+        required=False,
+        allow_blank=True,
+    )
+
     notes = serializers.CharField(
         label=_('Notes'),
         help_text=_('Add transaction note (optional)'),
@@ -994,9 +1003,13 @@ class ReturnStockItemSerializer(serializers.Serializer):
         data = self.validated_data
 
         location = data['location']
-        notes = data.get('notes', '')
 
-        item.return_from_customer(location, user=request.user, notes=notes)
+        item.return_from_customer(
+            location,
+            user=request.user,
+            notes=data.get('notes', ''),
+            status=data.get('status', None),
+        )
 
 
 class StockChangeStatusSerializer(serializers.Serializer):

src/frontend/src/forms/ReturnOrderForms.tsx

@@ -4,6 +4,7 @@ import { IconAddressBook, IconUser, IconUsers } from '@tabler/icons-react';
 import { useMemo } from 'react';
 
 import RemoveRowButton from '../components/buttons/RemoveRowButton';
+import { StandaloneField } from '../components/forms/StandaloneField';
 import type {
   ApiFormAdjustFilterType,
   ApiFormFieldSet
@@ -11,8 +12,10 @@ import type {
 import type { TableFieldRowProps } from '../components/forms/fields/TableField';
 import { Thumbnail } from '../components/images/Thumbnail';
 import { ApiEndpoints } from '../enums/ApiEndpoints';
+import { ModelType } from '../enums/ModelType';
 import { useCreateApiFormModal } from '../hooks/UseForm';
 import { apiUrl } from '../states/ApiState';
+import { StatusFilterOptions } from '../tables/Filter';
 
 export function useReturnOrderFields({
   duplicateOrderId
@@ -133,6 +136,17 @@ function ReturnOrderLineItemFormRow({
   props: TableFieldRowProps;
   record: any;
 }>) {
+  const statusOptions = useMemo(() => {
+    return (
+      StatusFilterOptions(ModelType.stockitem)()?.map((choice) => {
+        return {
+          value: choice.value,
+          display_name: choice.label
+        };
+      }) ?? []
+    );
+  }, []);
+
   return (
     <>
       <Table.Tr>
@@ -146,7 +160,21 @@ function ReturnOrderLineItemFormRow({
             <div>{record.part_detail.name}</div>
           </Flex>
         </Table.Td>
-        <Table.Td>{record.item_detail.serial}</Table.Td>
+        <Table.Td># {record.item_detail.serial}</Table.Td>
+        <Table.Td>
+          <StandaloneField
+            fieldDefinition={{
+              field_type: 'choice',
+              label: t`Status`,
+              choices: statusOptions,
+              onValueChange: (value) => {
+                props.changeFn(props.idx, 'status', value);
+              }
+            }}
+            defaultValue={record.item_detail?.status}
+            error={props.rowErrors?.status?.message}
+          />
+        </Table.Td>
         <Table.Td>
           <RemoveRowButton onClick={() => props.removeFn(props.idx)} />
         </Table.Td>
@@ -181,7 +209,7 @@ export function useReceiveReturnOrderLineItems(
           />
         );
       },
-      headers: [t`Part`, t`Serial Number`]
+      headers: [t`Part`, t`Stock Item`, t`Status`]
     },
     location: {
       filters: {

src/frontend/src/pages/stock/StockDetail.tsx

@@ -639,10 +639,12 @@ export default function StockDetail() {
     ),
     fields: {
       location: {},
+      status: {},
       notes: {}
     },
     initialData: {
-      location: stockitem.location ?? stockitem.part_detail?.default_location
+      location: stockitem.location ?? stockitem.part_detail?.default_location,
+      status: stockitem.status_custom_key ?? stockitem.status
     },
     successMessage: t`Item returned to stock`,
     onFormSuccess: () => {

src/frontend/src/tables/sales/ReturnOrderTable.tsx

@@ -152,6 +152,9 @@ export function ReturnOrderTable({
     url: ApiEndpoints.return_order_list,
     title: t`Add Return Order`,
     fields: returnOrderFields,
+    initialData: {
+      customer: customerId
+    },
     follow: true,
     modelType: ModelType.returnorder
   });