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Code Activity

[Pricing] Add option to convert received items currency (#8970)

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* Add new global setting

* Convert to base currency on receipt

* Fix total price rendering in PO table

* Fix for tasks.py

* Update .gitignore

- Ignore auto-generated files

* Update docs

Improved documentation for pricing/currency support

* Updates

* Fix caching for default currency

- Now managed better by session caching

* Add unit test for new feature

* Playwright test fixes

* Validate copying of media files

* Validate media files

* Adjust playwright setup

* Allow multiple attempts to fetch release information

* Tweak unit tests

* Revert changes to .gitignore file

- Just trying stuff at this point

* Add debug msg

* Try hard-coded paths

* Remove debug prints

* Abs path for database

* More debug

* Fix typos

* Revert change to db name

* Remove debug statements (again)

* Cleanup playwright tests

* More test tweaks

---------

Co-authored-by: Matthias Mair <code@mjmair.com>
This commit is contained in:
Oliver
2025-02-03 18:34:15 +11:00
committed by GitHub
parent a760d00c96
commit d363c408f8
29 changed files with 250 additions and 134 deletions
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docs/docs/part/pricing.md
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@@ -2,23 +2,10 @@
title: Pricing
---
## Pricing
## Part Pricing
Pricing is an inherently complex topic, often subject to the particular requirements of the user. InvenTree attempts to provide a comprehensive pricing architecture which is useful without being proscriptive.
!!! warning "Raw Data Only"
InvenTree stores raw pricing data, as provided by the user. Any calculations or decisions based on this data must take into consideration the context in which the data are entered.
### Terminology
Throughout this documentation (and within InvenTree) the concepts of *cost* and *price* are separated as follows:
| Term | Description |
| --- | --- |
| Price | The theoretical amount of money required to pay for something. |
| Cost | The actual amount of money paid. |
### Pricing Sources
!!! info "Pricing Support"
Refer to the [Pricing Support](../concepts/pricing.md) documentation for more information on pricing support in InvenTree.
Pricing information can be determined from multiple sources:
@@ -42,26 +29,6 @@ Additionally, the following information is stored for each part, in relation to
| Sale Price | How much a salable item is sold for (with price-breaks) | [Part](../part/part.md) |
| Sale Cost | How much an item was sold for | [Sales Order](../order/sales_order.md) |
### Currency Support
InvenTree supports pricing data in multiple currencies, allowing integration with suppliers and customers using different currency systems.
Supported currencies can be configured in the [InvenTree settings](../settings/currency.md).
!!! info "Currency Support"
InvenTree provides multi-currency pricing support via the [django-money](https://django-money.readthedocs.io/en/latest/) library.
#### Default Currency
Many of the pricing operations are performed in reference to a *Default Currency* (which can be selected for the particular InvenTree installation).
#### Conversion Rates
To facilitate conversion between different currencies, exchange rate data is provided via the [exchangerate.host](https://exchangerate.host/#/) API. Currency exchange rates are updated once per day.
!!! tip "Custom Exchange Rates"
Custom exchange rates or databases can be used if desired.
## Pricing Tab
The pricing tab for a given Part provides all available pricing information for that part. It shows all price ranges and provides tools to calculate them.
@@ -81,7 +48,7 @@ At the top of the pricing tab, an *Overview* section shows a synopsis of the ava
This overview tab provides information on the *range* of pricing data available within each category. If pricing data is not available for a given category, it is marked as *No data*.
Each price range is calculated in the [Default Currency](#default-currency), independent of the currency in which the original pricing information is stored. This is necessary for operations such as data sorting, price comparison, etc. Note that while the *overview* information is calculated in a single currency, the original pricing information is still available in the original currency.
Each price range is calculated in the [Default Currency](../concepts/pricing.md#default-currency), independent of the currency in which the original pricing information is stored. This is necessary for operations such as data sorting, price comparison, etc. Note that while the *overview* information is calculated in a single currency, the original pricing information is still available in the original currency.
Price range data is [cached in the database](#price-data-caching) when underlying pricing information changes.
@@ -167,7 +134,7 @@ Pricing calculations (and conversions) can be expensive to perform. This can mak
For this reason, all information displayed in the [pricing overview](#pricing-overview) section is pre-calculated and *cached* in the database. This ensures that when it needs to be retrieved (e.g. viewing pricing for an entire BOM) it can be accessed immediately.
Pricing data is cached in the [default currency](#default-currency), which ensures that pricing can be compared across multiple parts in a consistent format.
Pricing data is cached in the [default currency](../concepts/pricing.md/#default-currency), which ensures that pricing can be compared across multiple parts in a consistent format.
#### Data Updates