From e12bdcfb699edd5ad1243a4661996350ea5e737a Mon Sep 17 00:00:00 2001
From: Oliver <oliver.henry.walters@gmail.com>
Date: Mon, 24 Aug 2026 22:20:18 +1000
Subject: [PATCH] [UI] Data import for order lines (#12692)

* [UI] Data import for order lines

* Adjust playwright tests
---
 .../components/items/LineItemCreationMenu.tsx | 48 +++++++++++++++++
 .../pages/purchasing/PurchaseOrderDetail.tsx  |  1 +
 .../src/pages/sales/ReturnOrderDetail.tsx     |  1 +
 .../src/pages/sales/SalesOrderDetail.tsx      |  1 +
 .../src/tables/general/ExtraLineItemTable.tsx | 47 ++++++++++++++---
 .../purchasing/PurchaseOrderLineItemTable.tsx | 22 ++++----
 .../tables/sales/ReturnOrderLineItemTable.tsx | 51 +++++++++++++++++--
 .../tables/sales/SalesOrderLineItemTable.tsx  | 47 ++++++++++++++---
 .../tests/pages/pui_purchasing.spec.ts        |  4 +-
 src/frontend/tests/pages/pui_sales.spec.ts    |  4 +-
 src/frontend/tests/pui_importing.spec.ts      | 10 +++-
 11 files changed, 202 insertions(+), 34 deletions(-)
 create mode 100644 src/frontend/src/components/items/LineItemCreationMenu.tsx

diff --git a/src/frontend/src/components/items/LineItemCreationMenu.tsx b/src/frontend/src/components/items/LineItemCreationMenu.tsx
new file mode 100644
index 0000000000..0b110ade02
--- /dev/null
+++ b/src/frontend/src/components/items/LineItemCreationMenu.tsx
@@ -0,0 +1,48 @@
+import { IconFileUpload, IconPlus } from '@tabler/icons-react';
+
+import { ActionDropdown } from './ActionDropdown';
+
+/**
+ * A split "add" button which allows either direct creation of a single line item,
+ * or bulk creation via a data import session.
+ */
+export function LineItemCreationMenu({
+  tooltip,
+  addLabel,
+  importLabel,
+  hidden = false,
+  enableImport = true,
+  onAdd,
+  onImport
+}: Readonly<{
+  tooltip: string;
+  addLabel: string;
+  importLabel: string;
+  hidden?: boolean;
+  enableImport?: boolean;
+  onAdd: () => void;
+  onImport: () => void;
+}>) {
+  return (
+    <ActionDropdown
+      key='add-line-item-actions'
+      tooltip={tooltip}
+      position='bottom-start'
+      icon={<IconPlus />}
+      hidden={hidden}
+      actions={[
+        {
+          name: addLabel,
+          icon: <IconPlus />,
+          onClick: onAdd
+        },
+        {
+          name: importLabel,
+          icon: <IconFileUpload />,
+          hidden: !enableImport,
+          onClick: onImport
+        }
+      ]}
+    />
+  );
+}
diff --git a/src/frontend/src/pages/purchasing/PurchaseOrderDetail.tsx b/src/frontend/src/pages/purchasing/PurchaseOrderDetail.tsx
index ce2549bdf6..ae321be63f 100644
--- a/src/frontend/src/pages/purchasing/PurchaseOrderDetail.tsx
+++ b/src/frontend/src/pages/purchasing/PurchaseOrderDetail.tsx
@@ -171,6 +171,7 @@ export default function PurchaseOrderDetail() {
               <Accordion.Panel>
                 <ExtraLineItemTable
                   endpoint={ApiEndpoints.purchase_order_extra_line_list}
+                  importModelType='purchaseorderextraline'
                   orderId={order.pk}
                   orderDetailRefresh={refreshInstance}
                   currency={orderCurrency}
diff --git a/src/frontend/src/pages/sales/ReturnOrderDetail.tsx b/src/frontend/src/pages/sales/ReturnOrderDetail.tsx
index 763886814a..6dfc0e742e 100644
--- a/src/frontend/src/pages/sales/ReturnOrderDetail.tsx
+++ b/src/frontend/src/pages/sales/ReturnOrderDetail.tsx
@@ -136,6 +136,7 @@ export default function ReturnOrderDetail() {
               <Accordion.Panel>
                 <ExtraLineItemTable
                   endpoint={ApiEndpoints.return_order_extra_line_list}
+                  importModelType='returnorderextraline'
                   orderId={order.pk}
                   orderDetailRefresh={refreshInstance}
                   currency={orderCurrency}
diff --git a/src/frontend/src/pages/sales/SalesOrderDetail.tsx b/src/frontend/src/pages/sales/SalesOrderDetail.tsx
index 4b5c4df018..6cf14423db 100644
--- a/src/frontend/src/pages/sales/SalesOrderDetail.tsx
+++ b/src/frontend/src/pages/sales/SalesOrderDetail.tsx
@@ -173,6 +173,7 @@ export default function SalesOrderDetail() {
               <Accordion.Panel>
                 <ExtraLineItemTable
                   endpoint={ApiEndpoints.sales_order_extra_line_list}
+                  importModelType='salesorderextraline'
                   orderId={order.pk}
                   editable={lineItemsEditable}
                   orderDetailRefresh={refreshInstance}
diff --git a/src/frontend/src/tables/general/ExtraLineItemTable.tsx b/src/frontend/src/tables/general/ExtraLineItemTable.tsx
index be109d07d8..481cc1bf37 100644
--- a/src/frontend/src/tables/general/ExtraLineItemTable.tsx
+++ b/src/frontend/src/tables/general/ExtraLineItemTable.tsx
@@ -1,18 +1,19 @@
 import { t } from '@lingui/core/macro';
 import { useCallback, useMemo, useState } from 'react';
 
-import { AddItemButton } from '@lib/components/AddItemButton';
 import {
   type RowAction,
   RowDeleteAction,
   RowDuplicateAction,
   RowEditAction
 } from '@lib/components/RowActions';
-import type { ApiEndpoints } from '@lib/enums/ApiEndpoints';
+import { ApiEndpoints } from '@lib/enums/ApiEndpoints';
+import type { ModelType } from '@lib/enums/ModelType';
 import type { UserRoles } from '@lib/enums/Roles';
 import { apiUrl } from '@lib/functions/Api';
 import useTable from '@lib/hooks/UseTable';
 import type { TableColumn } from '@lib/types/Tables';
+import { LineItemCreationMenu } from '../../components/items/LineItemCreationMenu';
 import {
   DecimalColumn,
   DescriptionColumn,
@@ -25,15 +26,18 @@ import {
 import { InvenTreeTable } from '../../components/tables/InvenTreeTable';
 import { formatCurrency } from '../../defaults/formatters';
 import { extraLineItemFields } from '../../forms/CommonForms';
+import { dataImporterSessionFields } from '../../forms/ImporterForms';
 import {
   useCreateApiFormModal,
   useDeleteApiFormModal,
   useEditApiFormModal
 } from '../../hooks/UseForm';
+import { useImporterState } from '../../states/ImporterState';
 import { useUserState } from '../../states/UserState';
 
 export default function ExtraLineItemTable({
   endpoint,
+  importModelType,
   orderId,
   orderDetailRefresh,
   currency,
@@ -41,6 +45,7 @@ export default function ExtraLineItemTable({
   role
 }: Readonly<{
   endpoint: ApiEndpoints;
+  importModelType: ModelType | string;
   orderId: number;
   editable: boolean;
   orderDetailRefresh: () => void;
@@ -49,6 +54,7 @@ export default function ExtraLineItemTable({
 }>) {
   const table = useTable('extra-line-item');
   const user = useUserState();
+  const openImporter = useImporterState((state) => state.openImporter);
 
   const tableColumns: TableColumn[] = useMemo(() => {
     return [
@@ -126,6 +132,31 @@ export default function ExtraLineItemTable({
     table: table
   });
 
+  const importSessionFields = useMemo(() => {
+    const fields = dataImporterSessionFields({ modelType: importModelType });
+
+    fields.field_overrides.value = {
+      order: orderId
+    };
+
+    fields.field_defaults.value = {
+      price_currency: currency
+    };
+
+    return fields;
+  }, [orderId, currency, importModelType]);
+
+  const importLineItems = useCreateApiFormModal({
+    url: ApiEndpoints.import_session_list,
+    title: t`Import Line Items`,
+    fields: importSessionFields,
+    onFormSuccess: (response: any) => {
+      openImporter(response.pk, {
+        onClose: table.refreshTable
+      });
+    }
+  });
+
   const rowActions = useCallback(
     (record: any): RowAction[] => {
       return [
@@ -157,25 +188,29 @@ export default function ExtraLineItemTable({
 
   const tableActions = useMemo(() => {
     return [
-      <AddItemButton
-        key='add-line-item'
+      <LineItemCreationMenu
+        key='add-line-item-actions'
         tooltip={t`Add Extra Line Item`}
+        addLabel={t`Add Extra Line Item`}
+        importLabel={t`Import Line Items`}
         hidden={!editable || !user.hasAddRole(role)}
-        onClick={() => {
+        onAdd={() => {
           setInitialData({
             order: orderId
           });
           newLineItem.open();
         }}
+        onImport={() => importLineItems.open()}
       />
     ];
-  }, [editable, user, role]);
+  }, [editable, user, role, orderId, importLineItems]);
 
   return (
     <>
       {newLineItem.modal}
       {editLineItem.modal}
       {deleteLineItem.modal}
+      {importLineItems.modal}
       <InvenTreeTable
         tableState={table}
         url={apiUrl(endpoint)}
diff --git a/src/frontend/src/tables/purchasing/PurchaseOrderLineItemTable.tsx b/src/frontend/src/tables/purchasing/PurchaseOrderLineItemTable.tsx
index fa50766fa9..d1c2f19e97 100644
--- a/src/frontend/src/tables/purchasing/PurchaseOrderLineItemTable.tsx
+++ b/src/frontend/src/tables/purchasing/PurchaseOrderLineItemTable.tsx
@@ -1,10 +1,9 @@
 import { t } from '@lingui/core/macro';
 import { Text } from '@mantine/core';
-import { IconFileArrowLeft, IconSquareArrowRight } from '@tabler/icons-react';
+import { IconSquareArrowRight } from '@tabler/icons-react';
 import { useCallback, useMemo, useState } from 'react';
 
 import { ActionButton } from '@lib/components/ActionButton';
-import { AddItemButton } from '@lib/components/AddItemButton';
 import { ProgressBar } from '@lib/components/ProgressBar';
 import {
   type RowAction,
@@ -37,6 +36,7 @@ import {
 } from '../../components/tables/ColumnRenderers';
 import { InvenTreeTable } from '../../components/tables/InvenTreeTable';
 
+import { LineItemCreationMenu } from '../../components/items/LineItemCreationMenu';
 import { AppRowViewAction } from '../../components/tables/AppRowActions';
 import { TableHoverCard } from '../../components/tables/TableHoverCard';
 import { formatCurrency } from '../../defaults/formatters';
@@ -397,23 +397,19 @@ export function PurchaseOrderLineItemTable({
   // Custom table actions
   const tableActions = useMemo(() => {
     return [
-      <ActionButton
-        key='import-line-items'
-        hidden={!editable || !user.hasAddRole(UserRoles.purchase_order)}
-        tooltip={t`Import Line Items`}
-        icon={<IconFileArrowLeft />}
-        onClick={() => importLineItems.open()}
-      />,
-      <AddItemButton
-        key='add-line-item'
+      <LineItemCreationMenu
+        key='add-line-item-actions'
         tooltip={t`Add Line Item`}
-        onClick={() => {
+        addLabel={t`Add Line Item`}
+        importLabel={t`Import Line Items`}
+        hidden={!editable || !user.hasAddRole(UserRoles.purchase_order)}
+        onAdd={() => {
           setInitialData({
             order: orderId
           });
           newLine.open();
         }}
-        hidden={!editable || !user?.hasAddRole(UserRoles.purchase_order)}
+        onImport={() => importLineItems.open()}
       />,
       <ActionButton
         key='receive-items'
diff --git a/src/frontend/src/tables/sales/ReturnOrderLineItemTable.tsx b/src/frontend/src/tables/sales/ReturnOrderLineItemTable.tsx
index 918fe31955..9f3360490e 100644
--- a/src/frontend/src/tables/sales/ReturnOrderLineItemTable.tsx
+++ b/src/frontend/src/tables/sales/ReturnOrderLineItemTable.tsx
@@ -3,7 +3,6 @@ import { IconFlag, IconSquareArrowRight } from '@tabler/icons-react';
 import { useCallback, useMemo, useState } from 'react';
 
 import { ActionButton } from '@lib/components/ActionButton';
-import { AddItemButton } from '@lib/components/AddItemButton';
 import {
   type RowAction,
   RowDeleteAction,
@@ -17,6 +16,7 @@ import useTable from '@lib/hooks/UseTable';
 import type { TableFilter } from '@lib/types/Filters';
 import type { TableColumn } from '@lib/types/Tables';
 import { Alert } from '@mantine/core';
+import { LineItemCreationMenu } from '../../components/items/LineItemCreationMenu';
 import {
   DateColumn,
   DescriptionColumn,
@@ -33,6 +33,7 @@ import {
 import { StatusFilterOptions } from '../../components/tables/Filter';
 import { InvenTreeTable } from '../../components/tables/InvenTreeTable';
 import { formatCurrency } from '../../defaults/formatters';
+import { dataImporterSessionFields } from '../../forms/ImporterForms';
 import {
   useReceiveReturnOrderLineItems,
   useReturnOrderLineItemFields
@@ -44,6 +45,7 @@ import {
   useEditApiFormModal
 } from '../../hooks/UseForm';
 import useStatusCodes from '../../hooks/UseStatusCodes';
+import { useImporterState } from '../../states/ImporterState';
 import { useUserState } from '../../states/UserState';
 
 export default function ReturnOrderLineItemTable({
@@ -63,6 +65,7 @@ export default function ReturnOrderLineItemTable({
 }>) {
   const table = useTable('return-order-line-item');
   const user = useUserState();
+  const openImporter = useImporterState((state) => state.openImporter);
 
   const roStatus = useStatusCodes({ modelType: ModelType.returnorder });
 
@@ -112,6 +115,33 @@ export default function ReturnOrderLineItemTable({
     table: table
   });
 
+  const importSessionFields = useMemo(() => {
+    const fields = dataImporterSessionFields({
+      modelType: ModelType.returnorderlineitem
+    });
+
+    fields.field_overrides.value = {
+      order: orderId
+    };
+
+    fields.field_defaults.value = {
+      price_currency: currency
+    };
+
+    return fields;
+  }, [orderId, currency]);
+
+  const importLineItems = useCreateApiFormModal({
+    url: ApiEndpoints.import_session_list,
+    title: t`Import Line Items`,
+    fields: importSessionFields,
+    onFormSuccess: (response: any) => {
+      openImporter(response.pk, {
+        onClose: table.refreshTable
+      });
+    }
+  });
+
   const setOutcome = useBulkEditApiFormModal({
     url: ApiEndpoints.return_order_line_list,
     items: table.selectedIds,
@@ -204,13 +234,16 @@ export default function ReturnOrderLineItemTable({
 
   const tableActions = useMemo(() => {
     return [
-      <AddItemButton
-        key='add-line-item'
+      <LineItemCreationMenu
+        key='add-line-item-actions'
         tooltip={t`Add Line Item`}
+        addLabel={t`Add Line Item`}
+        importLabel={t`Import Line Items`}
         hidden={!editable || !user.hasAddRole(UserRoles.return_order)}
-        onClick={() => {
+        onAdd={() => {
           newLine.open();
         }}
+        onImport={() => importLineItems.open()}
       />,
       <ActionButton
         key='receive-items'
@@ -240,7 +273,14 @@ export default function ReturnOrderLineItemTable({
         disabled={table.selectedRecords.length == 0}
       />
     ];
-  }, [user, editable, inProgress, orderId, table.selectedRecords]);
+  }, [
+    user,
+    editable,
+    inProgress,
+    orderId,
+    table.selectedRecords,
+    importLineItems
+  ]);
 
   const [selectedItems, setSelectedItems] = useState<any[]>([]);
 
@@ -294,6 +334,7 @@ export default function ReturnOrderLineItemTable({
       {deleteLine.modal}
       {receiveLineItems.modal}
       {setOutcome.modal}
+      {importLineItems.modal}
       <InvenTreeTable
         url={apiUrl(ApiEndpoints.return_order_line_list)}
         tableState={table}
diff --git a/src/frontend/src/tables/sales/SalesOrderLineItemTable.tsx b/src/frontend/src/tables/sales/SalesOrderLineItemTable.tsx
index 1f226cc73e..b7ae035177 100644
--- a/src/frontend/src/tables/sales/SalesOrderLineItemTable.tsx
+++ b/src/frontend/src/tables/sales/SalesOrderLineItemTable.tsx
@@ -13,7 +13,6 @@ import { type ReactNode, useCallback, useMemo, useState } from 'react';
 import { useNavigate } from 'react-router-dom';
 
 import { ActionButton } from '@lib/components/ActionButton';
-import { AddItemButton } from '@lib/components/AddItemButton';
 import { ProgressBar } from '@lib/components/ProgressBar';
 import {
   type RowAction,
@@ -44,12 +43,14 @@ import {
 } from '../../components/tables/ColumnRenderers';
 import { InvenTreeTable } from '../../components/tables/InvenTreeTable';
 
+import { LineItemCreationMenu } from '../../components/items/LineItemCreationMenu';
 import { AppRowViewAction } from '../../components/tables/AppRowActions';
 import RowExpansionIcon from '../../components/tables/RowExpansionIcon';
 import { TableHoverCard } from '../../components/tables/TableHoverCard';
 import OrderPartsWizard from '../../components/wizards/OrderPartsWizard';
 import { formatCurrency, formatDecimal } from '../../defaults/formatters';
 import { useBuildOrderFields } from '../../forms/BuildForms';
+import { dataImporterSessionFields } from '../../forms/ImporterForms';
 import {
   useAllocateToSalesOrderForm,
   useSalesOrderAllocateSerialsFields,
@@ -62,6 +63,7 @@ import {
   useDeleteApiFormModal,
   useEditApiFormModal
 } from '../../hooks/UseForm';
+import { useImporterState } from '../../states/ImporterState';
 import { useUserState } from '../../states/UserState';
 import SalesOrderAllocationTable from './SalesOrderAllocationTable';
 
@@ -81,6 +83,34 @@ export default function SalesOrderLineItemTable({
   const navigate = useNavigate();
   const user = useUserState();
   const table = useTable('sales-order-line-item');
+  const openImporter = useImporterState((state) => state.openImporter);
+
+  const importSessionFields = useMemo(() => {
+    const fields = dataImporterSessionFields({
+      modelType: 'salesorderlineitem'
+    });
+
+    fields.field_overrides.value = {
+      order: orderId
+    };
+
+    fields.field_defaults.value = {
+      sale_price_currency: currency
+    };
+
+    return fields;
+  }, [orderId, currency]);
+
+  const importLineItems = useCreateApiFormModal({
+    url: ApiEndpoints.import_session_list,
+    title: t`Import Line Items`,
+    fields: importSessionFields,
+    onFormSuccess: (response: any) => {
+      openImporter(response.pk, {
+        onClose: table.refreshTable
+      });
+    }
+  });
 
   const tableColumns: TableColumn[] = useMemo(() => {
     return [
@@ -408,16 +438,19 @@ export default function SalesOrderLineItemTable({
 
   const tableActions = useMemo(() => {
     return [
-      <AddItemButton
-        key='add-line-item'
+      <LineItemCreationMenu
+        key='add-line-item-actions'
         tooltip={t`Add Line Item`}
-        onClick={() => {
+        addLabel={t`Add Line Item`}
+        importLabel={t`Import Line Items`}
+        hidden={!editable || !user.hasAddRole(UserRoles.sales_order)}
+        onAdd={() => {
           setInitialData({
             order: orderId
           });
           newLine.open();
         }}
-        hidden={!editable || !user.hasAddRole(UserRoles.sales_order)}
+        onImport={() => importLineItems.open()}
       />,
       <ActionButton
         key='order-parts'
@@ -463,7 +496,8 @@ export default function SalesOrderLineItemTable({
     user,
     orderId,
     table.hasSelectedRecords,
-    table.selectedRecords
+    table.selectedRecords,
+    importLineItems
   ]);
 
   const rowActions = useCallback(
@@ -603,6 +637,7 @@ export default function SalesOrderLineItemTable({
       {editLine.modal}
       {deleteLine.modal}
       {newLine.modal}
+      {importLineItems.modal}
       {newBuildOrder.modal}
       {allocateBySerials.modal}
       {allocateStock.modal}
diff --git a/src/frontend/tests/pages/pui_purchasing.spec.ts b/src/frontend/tests/pages/pui_purchasing.spec.ts
index 378d1192e8..2e20610570 100644
--- a/src/frontend/tests/pages/pui_purchasing.spec.ts
+++ b/src/frontend/tests/pages/pui_purchasing.spec.ts
@@ -379,9 +379,11 @@ test('Purchase Orders - Price Breaks', async ({ browser }) => {
     url: 'purchasing/purchase-order/14/line-items'
   });
 
+  await page.getByRole('button', { name: 'action-menu-add-line-item' }).click();
   await page
-    .getByRole('button', { name: 'action-button-add-line-item' })
+    .getByRole('menuitem', { name: 'action-menu-add-line-item-add' })
     .click();
+
   await page.getByLabel('related-field-part').fill('002.01');
   await page.getByRole('option', { name: 'PCBWOY PCB-002.01' }).click();
 
diff --git a/src/frontend/tests/pages/pui_sales.spec.ts b/src/frontend/tests/pages/pui_sales.spec.ts
index 9cc698fbe5..6dac5c5cc1 100644
--- a/src/frontend/tests/pages/pui_sales.spec.ts
+++ b/src/frontend/tests/pages/pui_sales.spec.ts
@@ -435,9 +435,11 @@ test('Sales Orders - Price Breaks', async ({ browser }) => {
     url: 'sales/sales-order/14/line-items'
   });
 
+  await page.getByRole('button', { name: 'action-menu-add-line-item' }).click();
   await page
-    .getByRole('button', { name: 'action-button-add-line-item' })
+    .getByRole('menuitem', { name: 'action-menu-add-line-item-add' })
     .click();
+
   await page.getByLabel('related-field-part').fill('software');
   await page.getByRole('option', { name: 'Software License' }).click();
 
diff --git a/src/frontend/tests/pui_importing.spec.ts b/src/frontend/tests/pui_importing.spec.ts
index b7d5f64061..8dfed783ef 100644
--- a/src/frontend/tests/pui_importing.spec.ts
+++ b/src/frontend/tests/pui_importing.spec.ts
@@ -162,8 +162,11 @@ test('Importing - Purchase Order', async ({ browser }) => {
     url: 'purchasing/purchase-order/15/line-items'
   });
 
+  await page.getByRole('button', { name: 'action-menu-add-line-item' }).click();
   await page
-    .getByRole('button', { name: 'action-button-import-line-' })
+    .getByRole('menuitem', {
+      name: 'action-menu-add-line-item-import-line-items'
+    })
     .click();
 
   const fileInput = await page.locator('input[type="file"]');
@@ -181,8 +184,11 @@ test('Importing - Natural Keys', async ({ browser }) => {
   });
 
   // Import line item data, but use natural keys as the import fields
+  await page.getByRole('button', { name: 'action-menu-add-line-item' }).click();
   await page
-    .getByRole('button', { name: 'action-button-import-line-' })
+    .getByRole('menuitem', {
+      name: 'action-menu-add-line-item-import-line-items'
+    })
     .click();
 
   const fileInput = await page.locator('input[type="file"]');