[enhancement] Stocktake updates (#11257)

* Allow part queryset to be passed to 'perform_stocktake' function

* Add new options to perform_stocktake

* Allow download of part stocktake snapshot data

* API endpoint for generating a stocktake entry

* Simplify code

* Generate report output

* Dashboard stocktake widget

- Generate stocktake snapshot from the dashboard

* Force stocktake entry for part

* Add docs

* Cleanup docs

* Update API version

* Improve efficiency of stocktake generation

* Error handling

* Add simple playwright test

* Fix typing

docs/docs/part/stocktake.md

@@ -14,18 +14,18 @@ In particular, an individual *Stocktake* record tracks the following information
 - A reference to the [part](./index.md) which is being counted
 - The total number of individual [stock items](../stock/index.md) available
 - The total stock quantity of available stock
-- The total cost of stock on hand
+- The total value range of stock on hand
 
 ### Stock Items vs Stock Quantity
 
 *Stock Items* refers to the number of stock entries (e.g. *"3 reels of capacitors"*). *Stock Quantity* refers to the total cumulative stock count (e.g. *"4,560 total capacitors"*).
 
-### Cost of Stock on Hand
+### Value Range of Stock on Hand
 
-The total cost of stock on hand is calculated based on the provided pricing data. For stock items which have a recorded *cost* (e.g. *purchase price*), this value is used. If no direct pricing information is available for a particular stock item, the price range of the part itself is used.
+The total value range of stock on hand is calculated based on the provided pricing data. For stock items which have a recorded *cost* (e.g. *purchase price*), this value is used. If no direct pricing information is available for a particular stock item, the price range of the part itself is used.
 
-!!! info "Cost Range"
-    Cost data is provided as a *range* of values, accounting for any variability in available pricing data.
+!!! info "Value Range"
+    Value data is provided as a *range* of values, accounting for any variability in available pricing data.
 
 ### Display Historical Stock Data
 
@@ -39,6 +39,42 @@ If this tab is not visible, ensure that the *Enable Stock History* [user setting
 
 {{ image("part/part_stocktake_enable_tab.png", "Enable stock history tab") }}
 
+### Stocktake Entry Generation
+
+By default, stocktake entries are generated automatically at regular intervals (see [settings](#stock-history-settings) below). However, users can generate a stocktake entry on demand, using the *Generate Stocktake Entry* button in the *Stock History* tab:
+
+{{ image("part/part_stocktake_manual.png", "Generate stocktake entry") }}
+
+This will schedule the generation of a new stocktake entry for the selected part, and the new entry will be visible in the stock history data once the generation process is complete.
+
+## Stocktake Reports
+
+In addition to the part stocktake entries, which are periodically generated for all parts in the database, users can also generate a stocktake *report*, against a particular set of input parameters. Instead of generating a stocktake entry for a single part, this process generates a report which contains stocktake data for all parts which match the specified parameters.
+
+The generated report (once completed) will be available for download as a CSV file, and will contain the stocktake entry data for all parts which match the specified parameters.
+
+### Report Options
+
+The following parameters can be specified when generating a stocktake report:
+
+| Parameter | Description |
+| --------- | ----------- |
+| Part | If provided, the report will only include stocktake data for the specified part, including and variant parts. If left blank, the report will include data for all parts in the database. |
+| Category | If provided, the report will only include stocktake data for parts which belong to the specified category, including any sub-categories. If left blank, the report will include data for all parts in the database. |
+| Location | If provided, the report will only include stocktake data for parts which have stock items located at the specified location, including any sub-locations. If left blank, the report will include data for all parts in the database. |
+
+### Generating a Stocktake Report
+
+The following methods for generating a stocktake report via the user interface are available:
+
+#### Dashboard Widget
+
+A dashboard widget is available for generating stocktake reports, which can be added to any dashboard view:
+
+{{ image("part/stocktake_report_dashboard.png", "Stocktake dashboard widget") }}
+
+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
 
 There are a number of configuration options available in the [settings view](../settings/global.md):

src/backend/InvenTree/InvenTree/api_version.py

@@ -1,11 +1,14 @@
 """InvenTree API version information."""
 
 # InvenTree API version
-INVENTREE_API_VERSION = 447
+INVENTREE_API_VERSION = 448
 """Increment this API version number whenever there is a significant change to the API that any clients need to know about."""
 
 INVENTREE_API_TEXT = """
 
+v448 -> 2026-02-05 : https://github.com/inventree/InvenTree/pull/11257
+    - Adds API endpoint for manually generating a stocktake entry
+
 v447 -> 2026-02-02 : https://github.com/inventree/InvenTree/pull/11242
     - Adds "sub_part_active" filter to BomItem API endpoint
 

src/backend/InvenTree/data_exporter/mixins.py

@@ -304,7 +304,7 @@ class DataExportViewMixin:
         """Export the data in the specified format.
 
         Arguments:
-            export_plugin: The plugin instance to use for exporting the data
+            export_plugin: The plugin instance to use for exporting the data. If not provided, the default exporter is used
             export_format: The file format to export the data in
             export_context: Additional context data to pass to the plugin
             output: The DataOutput object to write to
@@ -312,6 +312,11 @@ class DataExportViewMixin:
         - By default, uses the provided serializer to generate the data, and return it as a file download.
         - If a plugin is specified, the plugin can be used to augment or replace the export functionality.
         """
+        if export_plugin is None:
+            from plugin.registry import registry
+
+            export_plugin = registry.get_plugin('inventree-exporter')
+
         # Get the base serializer class for the view
         serializer_class = self.get_serializer_class()
 

src/backend/InvenTree/part/api.py

@@ -1204,11 +1204,18 @@ class PartStocktakeFilter(FilterSet):
         fields = ['part']
 
 
-class PartStocktakeList(BulkDeleteMixin, ListCreateAPI):
+class PartStocktakeMixin:
+    """Mixin class for PartStocktake API endpoints."""
+
+    queryset = PartStocktake.objects.all().prefetch_related('part')
+    serializer_class = part_serializers.PartStocktakeSerializer
+
+
+class PartStocktakeList(
+    PartStocktakeMixin, DataExportViewMixin, BulkDeleteMixin, ListCreateAPI
+):
     """API endpoint for listing part stocktake information."""
 
-    queryset = PartStocktake.objects.all()
-    serializer_class = part_serializers.PartStocktakeSerializer
     filterset_class = PartStocktakeFilter
 
     def get_serializer_context(self):
@@ -1226,14 +1233,65 @@ class PartStocktakeList(BulkDeleteMixin, ListCreateAPI):
     ordering = '-pk'
 
 
-class PartStocktakeDetail(RetrieveUpdateDestroyAPI):
+class PartStocktakeDetail(PartStocktakeMixin, RetrieveUpdateDestroyAPI):
     """Detail API endpoint for a single PartStocktake instance.
 
     Note: Only staff (admin) users can access this endpoint.
     """
 
+
+class PartStocktakeGenerate(CreateAPI):
+    """API endpoint for generating a PartStocktake instance."""
+
     queryset = PartStocktake.objects.all()
-    serializer_class = part_serializers.PartStocktakeSerializer
+    serializer_class = part_serializers.PartStocktakeGenerateSerializer
+
+    def post(self, request, *args, **kwargs):
+        """Perform stocktake generation on POST request."""
+        from common.models import DataOutput
+        from part.stocktake import perform_stocktake
+
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+
+        data = serializer.validated_data
+
+        part = data.get('part', None)
+        category = data.get('category', None)
+        location = data.get('location', None)
+
+        # Do we want to generate a report?
+        if data.get('generate_report', True):
+            report_output = DataOutput.objects.create(
+                user=request.user, output_type='stocktake'
+            )
+        else:
+            report_output = None
+
+        # Offload the actual stocktake generation to a background task, as it may take some time to complete
+        offload_task(
+            perform_stocktake,
+            part_id=part.pk if part else None,
+            category_id=category.pk if category else None,
+            location_id=location.pk if location else None,
+            generate_entry=data.get('generate_entry', True),
+            report_output_id=report_output.pk if report_output else None,
+            group='stocktake',
+        )
+
+        if report_output:
+            report_output.refresh_from_db()
+
+        result = {
+            'category': category,
+            'location': location,
+            'part': part,
+            'output': report_output,
+        }
+
+        output_serializer = part_serializers.PartStocktakeGenerateSerializer(result)
+
+        return Response(output_serializer.data)
 
 
 class BomFilter(FilterSet):
@@ -1604,6 +1662,11 @@ part_api_urls = [
                 PartStocktakeDetail.as_view(),
                 name='api-part-stocktake-detail',
             ),
+            path(
+                'generate/',
+                PartStocktakeGenerate.as_view(),
+                name='api-part-stocktake-generate',
+            ),
             path('', PartStocktakeList.as_view(), name='api-part-stocktake-list'),
         ]),
     ),

src/backend/InvenTree/part/serializers.py

@@ -30,6 +30,7 @@ import part.filters as part_filters
 import part.helpers as part_helpers
 import stock.models
 import users.models
+from data_exporter.mixins import DataExportSerializerMixin
 from importer.registry import register_importer
 from InvenTree.mixins import DataImportExportSerializerMixin
 from InvenTree.ready import isGeneratingSchema
@@ -1187,7 +1188,11 @@ class PartRequirementsSerializer(InvenTree.serializers.InvenTreeModelSerializer)
         return part.sales_order_allocation_count(include_variants=True, pending=True)
 
 
-class PartStocktakeSerializer(InvenTree.serializers.InvenTreeModelSerializer):
+class PartStocktakeSerializer(
+    InvenTree.serializers.FilterableSerializerMixin,
+    DataExportSerializerMixin,
+    InvenTree.serializers.InvenTreeModelSerializer,
+):
     """Serializer for the PartStocktake model."""
 
     class Meta:
@@ -1196,18 +1201,32 @@ class PartStocktakeSerializer(InvenTree.serializers.InvenTreeModelSerializer):
         model = PartStocktake
         fields = [
             'pk',
-            'date',
             'part',
+            'part_name',
+            'part_ipn',
+            'part_description',
+            'date',
             'item_count',
             'quantity',
             'cost_min',
             'cost_min_currency',
             'cost_max',
             'cost_max_currency',
+            # Optional detail fields
+            'part_detail',
         ]
 
         read_only_fields = ['date', 'user']
 
+    def __init__(self, *args, **kwargs):
+        """Custom initialization for PartStocktakeSerializer."""
+        exclude_pk = kwargs.pop('exclude_pk', False)
+
+        super().__init__(*args, **kwargs)
+
+        if exclude_pk:
+            self.fields.pop('pk', None)
+
     quantity = serializers.FloatField()
 
     cost_min = InvenTree.serializers.InvenTreeMoneySerializer(allow_null=True)
@@ -1216,6 +1235,23 @@ class PartStocktakeSerializer(InvenTree.serializers.InvenTreeModelSerializer):
     cost_max = InvenTree.serializers.InvenTreeMoneySerializer(allow_null=True)
     cost_max_currency = InvenTree.serializers.InvenTreeCurrencySerializer()
 
+    part_name = serializers.CharField(
+        source='part.name', read_only=True, label=_('Part Name')
+    )
+
+    part_ipn = serializers.CharField(
+        source='part.IPN', read_only=True, label=_('Part IPN')
+    )
+
+    part_description = serializers.CharField(
+        source='part.description', read_only=True, label=_('Part Description')
+    )
+
+    part_detail = enable_filter(
+        PartBriefSerializer(source='part', read_only=True, many=False, pricing=False),
+        default_include=False,
+    )
+
     def save(self):
         """Called when this serializer is saved."""
         data = self.validated_data
@@ -1226,6 +1262,72 @@ class PartStocktakeSerializer(InvenTree.serializers.InvenTreeModelSerializer):
         return super().save()
 
 
+class PartStocktakeGenerateSerializer(serializers.Serializer):
+    """Serializer for generating PartStocktake entries."""
+
+    class Meta:
+        """Metaclass options."""
+
+        fields = [
+            'part',
+            'category',
+            'location',
+            'generate_entry',
+            'generate_report',
+            'output',
+        ]
+
+    part = serializers.PrimaryKeyRelatedField(
+        queryset=Part.objects.all(),
+        label=_('Part'),
+        help_text=_(
+            'Select a part to generate stocktake information for that part (and any variant parts)'
+        ),
+        required=False,
+        allow_null=True,
+    )
+
+    category = serializers.PrimaryKeyRelatedField(
+        queryset=PartCategory.objects.all(),
+        label=_('Category'),
+        help_text=_(
+            'Select a category to include all parts within that category (and subcategories)'
+        ),
+        required=False,
+        allow_null=True,
+    )
+
+    location = serializers.PrimaryKeyRelatedField(
+        queryset=stock.models.StockLocation.objects.all(),
+        label=_('Location'),
+        help_text=_(
+            'Select a location to include all parts with stock in that location (including sub-locations)'
+        ),
+        required=False,
+        allow_null=True,
+    )
+
+    generate_entry = serializers.BooleanField(
+        label=_('Generate Stocktake Entries'),
+        help_text=_('Save stocktake entries for the selected parts'),
+        write_only=True,
+        required=False,
+        default=False,
+    )
+
+    generate_report = serializers.BooleanField(
+        label=_('Generate Report'),
+        help_text=_('Generate a stocktake report for the selected parts'),
+        write_only=True,
+        required=False,
+        default=False,
+    )
+
+    output = common.serializers.DataOutputSerializer(
+        read_only=True, many=False, label=_('Output')
+    )
+
+
 @extend_schema_field(
     serializers.CharField(
         help_text=_('Select currency from available options')

src/backend/InvenTree/part/stocktake.py

@@ -1,16 +1,48 @@
 """Stock history functionality."""
 
+from typing import Optional
+
+from django.core.files.base import ContentFile
+
 import structlog
+import tablib
 from djmoney.contrib.exchange.models import convert_money
 from djmoney.money import Money
 
+import common.models
+from InvenTree.helpers import current_date
+
 logger = structlog.get_logger('inventree')
 
 
-def perform_stocktake() -> None:
-    """Generate stock history entries for all active parts."""
+def perform_stocktake(
+    part_id: Optional[int] = None,
+    category_id: Optional[int] = None,
+    location_id: Optional[int] = None,
+    exclude_external: Optional[bool] = None,
+    generate_entry: bool = True,
+    report_output_id: Optional[int] = None,
+) -> None:
+    """Capture a snapshot of stock-on-hand and stock value.
+
+    Arguments:
+        part_id: Optional ID of a part to perform stocktake on. If not provided, all active parts will be processed.
+        category_id: Optional category ID to use to filter parts
+        location_id: Optional location ID to use to filter stock items
+        exclude_external: If True, exclude external stock items from the stocktake
+        generate_entry: If True, create stocktake entries in the database
+        report_output_id: Optional ID of a DataOutput object for the stocktake report (e.g. for download)
+
+    The default implementation creates stocktake entries for all active parts,
+    and writes these stocktake entries to the database.
+
+    Alternatively, the scope of the stocktake can be limited by providing a queryset of parts,
+    or by providing a category ID or location ID to filter the parts/stock items.
+    """
     import InvenTree.helpers
     import part.models as part_models
+    import part.serializers as part_serializers
+    import stock.models as stock_models
     from common.currency import currency_code_default
     from common.settings import get_global_setting
 
@@ -18,36 +50,98 @@ def perform_stocktake() -> None:
         logger.info('Stocktake functionality is disabled - skipping')
         return
 
-    exclude_external = get_global_setting(
-        'STOCKTAKE_EXCLUDE_EXTERNAL', False, cache=False
-    )
+    # If exclude_external is not provided, use global setting
+    if exclude_external is None:
+        exclude_external = get_global_setting(
+            'STOCKTAKE_EXCLUDE_EXTERNAL', False, cache=False
+        )
 
-    active_parts = part_models.Part.objects.filter(active=True)
+    # If a single part is provided, limit to that part
+    # Otherwise, start with all active parts
+    if part_id is not None:
+        try:
+            part = part_models.Part.objects.get(id=part_id)
+            parts = part.get_descendants(include_self=True)
+        except (ValueError, part_models.Part.DoesNotExist):
+            parts = part_models.Part.objects.all()
+    else:
+        parts = part_models.Part.objects.all()
+
+    # Only use active parts
+    parts = parts.filter(active=True)
+
+    # Prefetch related pricing information
+    parts = parts.prefetch_related('pricing_data', 'stock_items')
+
+    # Filter part queryset by category, if provided
+    if category_id is not None:
+        # Filter parts by category (including subcategories)
+        try:
+            category = part_models.PartCategory.objects.get(id=category_id)
+            parts = parts.filter(
+                category__in=category.get_descendants(include_self=True)
+            )
+        except (ValueError, part_models.PartCategory.DoesNotExist):
+            pass
+
+    # Fetch location if provided
+    if location_id is not None:
+        try:
+            location = stock_models.StockLocation.objects.get(id=location_id)
+        except (ValueError, stock_models.StockLocation.DoesNotExist):
+            location = None
+    else:
+        location = None
+
+    if location is not None:
+        # Location limited, so we will disable saving of stocktake entries
+        generate_entry = False
 
     # New history entries to be created
     history_entries = []
 
-    N_BULK_CREATE = 250
-
     base_currency = currency_code_default()
     today = InvenTree.helpers.current_date()
 
-    logger.info(
-        'Creating new stock history entries for %s active parts', active_parts.count()
-    )
+    logger.info('Creating new stock history entries for %s parts', parts.count())
 
-    for part in active_parts:
+    # Fetch report output object if provided
+    if report_output_id is not None:
+        try:
+            report_output = common.models.DataOutput.objects.get(id=report_output_id)
+        except (ValueError, common.models.DataOutput.DoesNotExist):
+            report_output = None
+    else:
+        report_output = None
+
+    if report_output:
+        # Initialize progress on the report output
+        report_output.total = parts.count()
+        report_output.progress = 0
+        report_output.complete = False
+        report_output.save()
+
+    for part in parts:
         # Is there a recent stock history record for this part?
-        if part_models.PartStocktake.objects.filter(
-            part=part, date__gte=today
-        ).exists():
+        if (
+            generate_entry
+            and part_models.PartStocktake.objects.filter(
+                part=part, date__gte=today
+            ).exists()
+        ):
             continue
 
-        pricing = part.pricing
+        try:
+            pricing = part.pricing_data
+        except Exception:
+            pricing = None
 
         # Fetch all 'in stock' items for this part
         stock_items = part.stock_entries(
-            in_stock=True, include_external=not exclude_external, include_variants=True
+            location=location,
+            in_stock=True,
+            include_external=not exclude_external,
+            include_variants=True,
         )
 
         total_cost_min = Money(0, base_currency)
@@ -56,23 +150,34 @@ def perform_stocktake() -> None:
         total_quantity = 0
         items_count = 0
 
+        if stock_items.count() == 0:
+            # No stock items - skip this part if location is specified
+            if location:
+                continue
+
         for item in stock_items:
             # Extract cost information
 
-            entry_cost_min = pricing.overall_min or pricing.overall_max
-            entry_cost_max = pricing.overall_max or pricing.overall_min
+            entry_cost_min = (
+                (pricing.overall_min or pricing.overall_max) if pricing else None
+            )
+            entry_cost_max = (
+                (pricing.overall_max or pricing.overall_min) if pricing else None
+            )
 
             if item.purchase_price is not None:
                 entry_cost_min = item.purchase_price
                 entry_cost_max = item.purchase_price
 
             try:
-                entry_cost_min = (
-                    convert_money(entry_cost_min, base_currency) * item.quantity
-                )
-                entry_cost_max = (
-                    convert_money(entry_cost_max, base_currency) * item.quantity
-                )
+                entry_cost_min = entry_cost_min * item.quantity
+                entry_cost_max = entry_cost_max * item.quantity
+
+                if entry_cost_min.currency != base_currency:
+                    entry_cost_min = convert_money(entry_cost_min, base_currency)
+
+                if entry_cost_max.currency != base_currency:
+                    entry_cost_max = convert_money(entry_cost_max, base_currency)
             except Exception:
                 entry_cost_min = Money(0, base_currency)
                 entry_cost_max = Money(0, base_currency)
@@ -83,6 +188,13 @@ def perform_stocktake() -> None:
             total_cost_min += entry_cost_min
             total_cost_max += entry_cost_max
 
+        if report_output:
+            report_output.progress += 1
+
+            # Update report progress every few items, to avoid excessive database writes
+            if report_output.progress % 50 == 0:
+                report_output.save()
+
         # Add a new stocktake entry for this part
         history_entries.append(
             part_models.PartStocktake(
@@ -94,11 +206,31 @@ def perform_stocktake() -> None:
             )
         )
 
-        # Batch create stock history entries
-        if len(history_entries) >= N_BULK_CREATE:
-            part_models.PartStocktake.objects.bulk_create(history_entries)
-            history_entries = []
-
-    if len(history_entries) > 0:
-        # Save any remaining stocktake entries
+    if generate_entry:
+        # Bulk-create PartStocktake entries
         part_models.PartStocktake.objects.bulk_create(history_entries)
+
+    if report_output:
+        # Save report data, and mark as complete
+
+        today = current_date()
+
+        serializer = part_serializers.PartStocktakeSerializer(exclude_pk=True)
+
+        headers = serializer.generate_headers()
+
+        # Export the data to a file
+        dataset = tablib.Dataset(headers=list(headers.values()))
+
+        header_keys = list(headers.keys())
+
+        for entry in history_entries:
+            entry.date = today
+            row = serializer.to_representation(entry)
+            dataset.append([row.get(header, '') for header in header_keys])
+
+        datafile = dataset.export('csv')
+
+        report_output.mark_complete(
+            output=ContentFile(datafile, 'stocktake_report.csv')
+        )

src/frontend/lib/enums/ApiEndpoints.tsx

@@ -120,6 +120,7 @@ export enum ApiEndpoints {
   part_pricing_internal = 'part/internal-price/',
   part_pricing_sale = 'part/sale-price/',
   part_stocktake_list = 'part/stocktake/',
+  part_stocktake_generate = 'part/stocktake/generate/',
   category_list = 'part/category/',
   category_tree = 'part/category/tree/',
   category_parameter_list = 'part/category/parameters/',

src/frontend/src/components/dashboard/DashboardWidgetLibrary.tsx

@@ -9,12 +9,13 @@ import GetStartedWidget from './widgets/GetStartedWidget';
 import LanguageSelectDashboardWidget from './widgets/LanguageSelectWidget';
 import NewsWidget from './widgets/NewsWidget';
 import QueryCountDashboardWidget from './widgets/QueryCountDashboardWidget';
+import StocktakeDashboardWidget from './widgets/StocktakeDashboardWidget';
 
 /**
  *
  * @returns A list of built-in dashboard widgets which display the number of results for a particular query
  */
-export function BuiltinQueryCountWidgets(): DashboardWidgetProps[] {
+function BuiltinQueryCountWidgets(): DashboardWidgetProps[] {
   const user = useUserState.getState();
   const globalSettings = useGlobalSettingsState.getState();
 
@@ -186,7 +187,7 @@ export function BuiltinQueryCountWidgets(): DashboardWidgetProps[] {
   });
 }
 
-export function BuiltinGettingStartedWidgets(): DashboardWidgetProps[] {
+function BuiltinGettingStartedWidgets(): DashboardWidgetProps[] {
   return [
     {
       label: 'gstart',
@@ -207,10 +208,14 @@ export function BuiltinGettingStartedWidgets(): DashboardWidgetProps[] {
   ];
 }
 
-export function BuiltinSettingsWidgets(): DashboardWidgetProps[] {
+function BuiltinSettingsWidgets(): DashboardWidgetProps[] {
   return [ColorToggleDashboardWidget(), LanguageSelectDashboardWidget()];
 }
 
+function BuiltinActionWidgets(): DashboardWidgetProps[] {
+  return [StocktakeDashboardWidget()];
+}
+
 /**
  *
  * @returns A list of built-in dashboard widgets
@@ -219,6 +224,7 @@ export default function DashboardWidgetLibrary(): DashboardWidgetProps[] {
   return [
     ...BuiltinQueryCountWidgets(),
     ...BuiltinGettingStartedWidgets(),
-    ...BuiltinSettingsWidgets()
+    ...BuiltinSettingsWidgets(),
+    ...BuiltinActionWidgets()
   ];
 }

src/frontend/src/components/dashboard/widgets/StocktakeDashboardWidget.tsx

@@ -0,0 +1,71 @@
+import { ApiEndpoints, UserRoles, apiUrl } from '@lib/index';
+import { t } from '@lingui/core/macro';
+import { Button, Stack } from '@mantine/core';
+import { IconClipboardList } from '@tabler/icons-react';
+import { useState } from 'react';
+import useDataOutput from '../../../hooks/UseDataOutput';
+import { useCreateApiFormModal } from '../../../hooks/UseForm';
+import { useUserState } from '../../../states/UserState';
+import type { DashboardWidgetProps } from '../DashboardWidget';
+
+function StocktakeWidget() {
+  const [outputId, setOutputId] = useState<number | undefined>(undefined);
+
+  useDataOutput({
+    title: t`Generating Stocktake Report`,
+    id: outputId
+  });
+
+  const stocktakeForm = useCreateApiFormModal({
+    title: t`Generate Stocktake Report`,
+    url: apiUrl(ApiEndpoints.part_stocktake_generate),
+    fields: {
+      part: {
+        filters: {
+          active: true
+        }
+      },
+      category: {},
+      location: {},
+      generate_entry: {
+        value: false
+      },
+      generate_report: {
+        value: true
+      }
+    },
+    submitText: t`Generate`,
+    successMessage: null,
+    onFormSuccess: (response) => {
+      if (response.output?.pk) {
+        setOutputId(response.output.pk);
+      }
+    }
+  });
+
+  return (
+    <>
+      {stocktakeForm.modal}
+      <Stack gap='xs'>
+        <Button
+          leftSection={<IconClipboardList />}
+          onClick={() => stocktakeForm.open()}
+        >{t`Generate Stocktake Report`}</Button>
+      </Stack>
+    </>
+  );
+}
+
+export default function StocktakeDashboardWidget(): DashboardWidgetProps {
+  const user = useUserState();
+
+  return {
+    label: 'stk',
+    title: t`Stocktake`,
+    description: t`Generate a new stocktake report`,
+    minHeight: 1,
+    minWidth: 2,
+    render: () => <StocktakeWidget />,
+    enabled: user.hasAddRole(UserRoles.part)
+  };
+}

src/frontend/src/forms/PartForms.tsx

@@ -266,7 +266,6 @@ export function partStocktakeFields(): ApiFormFieldSet {
     cost_min: {},
     cost_min_currency: {},
     cost_max: {},
-    cost_max_currency: {},
-    note: {}
+    cost_max_currency: {}
   };
 }

src/frontend/src/pages/part/PartStockHistoryDetail.tsx

@@ -2,6 +2,7 @@ import { RowDeleteAction, RowEditAction } from '@lib/components/RowActions';
 import { ApiEndpoints } from '@lib/enums/ApiEndpoints';
 import { UserRoles } from '@lib/enums/Roles';
 import { apiUrl } from '@lib/functions/Api';
+import { AddItemButton } from '@lib/index';
 import type { TableColumn } from '@lib/types/Tables';
 import { t } from '@lingui/core/macro';
 import { type ChartTooltipProps, LineChart } from '@mantine/charts';
@@ -18,12 +19,13 @@ import { useCallback, useMemo, useState } from 'react';
 import { formatDate, formatPriceRange } from '../../defaults/formatters';
 import { partStocktakeFields } from '../../forms/PartForms';
 import {
+  useCreateApiFormModal,
   useDeleteApiFormModal,
   useEditApiFormModal
 } from '../../hooks/UseForm';
 import { useTable } from '../../hooks/UseTable';
 import { useUserState } from '../../states/UserState';
-import { DecimalColumn } from '../../tables/ColumnRenderers';
+import { DateColumn, DecimalColumn } from '../../tables/ColumnRenderers';
 import { InvenTreeTable } from '../../tables/InvenTreeTable';
 
 /*
@@ -89,19 +91,38 @@ export default function PartStockHistoryDetail({
     table: table
   });
 
+  const newStocktakeEntry = useCreateApiFormModal({
+    title: t`Generate Stocktake Report`,
+    url: apiUrl(ApiEndpoints.part_stocktake_generate),
+    fields: {
+      part: {
+        value: partId,
+        disabled: true
+      },
+      generate_entry: {
+        value: true,
+        hidden: true
+      }
+    },
+    submitText: t`Generate`,
+    successMessage: t`Stocktake report scheduled for generation`
+  });
+
   const tableColumns: TableColumn[] = useMemo(() => {
     return [
-      DecimalColumn({
-        accessor: 'quantity',
-        sortable: false,
-        switchable: false
-      }),
+      DateColumn({}),
       DecimalColumn({
         accessor: 'item_count',
         title: t`Stock Items`,
         switchable: true,
         sortable: false
       }),
+      DecimalColumn({
+        accessor: 'quantity',
+        title: t`Stock Quantity`,
+        sortable: false,
+        switchable: false
+      }),
       {
         accessor: 'cost',
         title: t`Stock Value`,
@@ -111,11 +132,6 @@ export default function PartStockHistoryDetail({
             currency: record.cost_min_currency
           });
         }
-      },
-      {
-        accessor: 'date',
-        sortable: true,
-        switchable: false
       }
     ];
   }, []);
@@ -124,7 +140,7 @@ export default function PartStockHistoryDetail({
     (record: any) => {
       return [
         RowEditAction({
-          hidden: !user.hasChangeRole(UserRoles.part),
+          hidden: !user.hasChangeRole(UserRoles.part) || !user.isSuperuser(),
           onClick: () => {
             setSelectedStocktake(record.pk);
             editStocktakeEntry.open();
@@ -176,8 +192,20 @@ export default function PartStockHistoryDetail({
     return [min_date.valueOf(), max_date.valueOf()];
   }, [chartData]);
 
+  const tableActions = useMemo(() => {
+    return [
+      <AddItemButton
+        hidden={!user.hasAddRole(UserRoles.part)}
+        key='add-stocktake'
+        tooltip={t`Generate Stocktake Entry`}
+        onClick={() => newStocktakeEntry.open()}
+      />
+    ];
+  }, [user]);
+
   return (
     <>
+      {newStocktakeEntry.modal}
       {editStocktakeEntry.modal}
       {deleteStocktakeEntry.modal}
       <SimpleGrid cols={{ base: 1, md: 2 }}>
@@ -188,11 +216,13 @@ export default function PartStockHistoryDetail({
           props={{
             enableSelection: true,
             enableBulkDelete: true,
+            enableDownload: true,
             params: {
               part: partId,
               ordering: '-date'
             },
-            rowActions: rowActions
+            rowActions: rowActions,
+            tableActions: tableActions
           }}
         />
         {table.isLoading ? (

src/frontend/tests/pages/pui_dashboard.spec.ts

@@ -1,13 +1,18 @@
+import type { Page } from '@playwright/test';
 import { test } from '../baseFixtures.js';
 import { doCachedLogin } from '../login.js';
 import { setPluginState } from '../settings.js';
 
+const resetDashboard = async (page: Page) => {
+  await page.getByLabel('dashboard-menu').click();
+  await page.getByRole('menuitem', { name: 'Clear Widgets' }).click();
+};
+
 test('Dashboard - Basic', async ({ browser }) => {
   const page = await doCachedLogin(browser);
 
-  // Reset wizards
-  await page.getByLabel('dashboard-menu').click();
-  await page.getByRole('menuitem', { name: 'Clear Widgets' }).click();
+  // Reset dashboard widgets
+  await resetDashboard(page);
 
   await page.getByText('Use the menu to add widgets').waitFor();
 
@@ -39,6 +44,28 @@ test('Dashboard - Basic', async ({ browser }) => {
   await page.getByLabel('dashboard-accept-layout').click();
 });
 
+test('Dashboard - Stocktake', async ({ browser }) => {
+  // Trigger a "stocktake" report from the dashboard
+
+  const page = await doCachedLogin(browser);
+
+  // Reset dashboard widgets
+  await resetDashboard(page);
+
+  await page.getByLabel('dashboard-menu').click();
+  await page.getByRole('menuitem', { name: 'Add Widget' }).click();
+  await page.getByLabel('dashboard-widgets-filter-input').fill('stocktake');
+  await page.getByRole('button', { name: 'add-widget-stk' }).click();
+
+  await page.waitForTimeout(100);
+  await page.keyboard.press('Escape');
+
+  await page.getByRole('button', { name: 'Generate Stocktake Report' }).click();
+
+  await page.getByText('Select a category to include').waitFor();
+  await page.getByRole('button', { name: 'Generate', exact: true }).waitFor();
+});
+
 test('Dashboard - Plugins', async ({ browser }) => {
   // Ensure that the "SampleUI" plugin is enabled
   await setPluginState({
@@ -48,6 +75,8 @@ test('Dashboard - Plugins', async ({ browser }) => {
 
   const page = await doCachedLogin(browser);
 
+  await resetDashboard(page);
+
   // Add a dashboard widget from the SampleUI plugin
   await page.getByLabel('dashboard-menu').click();
   await page.getByRole('menuitem', { name: 'Add Widget' }).click();