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* Prevent virtual parts from being linked in a BuildOrder * Hide "stock" tab for virtual parts * Filter out virtual parts when creating a new stock item * Support virtual parts in sales orders * Add 'virtual' filter for BomItem * Hide stock badges for virtual parts * Tweak PartDetail page * docs * Adjust completion logic for SalesOrder * Fix backend filter * Remove restriction * Adjust table * Fix for "pending_line_items" * Hide more panels for "Virtual" part * Add badge for "virtual" part * Bump API version * Fix docs link
2961 lines
96 KiB
Python
2961 lines
96 KiB
Python
"""Order model definitions."""
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from decimal import Decimal
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from typing import Any, Optional
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from django.contrib.auth.models import User
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from django.core.exceptions import ValidationError
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from django.core.validators import MinValueValidator
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from django.db import models, transaction
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from django.db.models import F, Q, QuerySet, Sum
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from django.db.models.functions import Coalesce
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from django.db.models.signals import post_save
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from django.dispatch.dispatcher import receiver
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from django.urls import reverse
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from django.utils.translation import gettext_lazy as _
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import structlog
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from djmoney.contrib.exchange.exceptions import MissingRate
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from djmoney.contrib.exchange.models import convert_money
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from djmoney.money import Money
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from mptt.models import TreeForeignKey
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import common.models as common_models
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import InvenTree.helpers
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import InvenTree.models
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import InvenTree.ready
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import InvenTree.tasks
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import InvenTree.validators
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import order.validators
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import report.mixins
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import stock.models
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import users.models as UserModels
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from build.status_codes import BuildStatus
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from common.currency import currency_code_default
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from common.notifications import InvenTreeNotificationBodies
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from common.settings import get_global_setting
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from company.models import Address, Company, Contact, SupplierPart
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from generic.states import StateTransitionMixin, StatusCodeMixin
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from generic.states.fields import InvenTreeCustomStatusModelField
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from InvenTree.exceptions import log_error
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from InvenTree.fields import (
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InvenTreeModelMoneyField,
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InvenTreeURLField,
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RoundingDecimalField,
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)
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from InvenTree.helpers import decimal2string, pui_url
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from InvenTree.helpers_model import notify_responsible
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from order.events import PurchaseOrderEvents, ReturnOrderEvents, SalesOrderEvents
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from order.status_codes import (
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PurchaseOrderStatus,
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PurchaseOrderStatusGroups,
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ReturnOrderLineStatus,
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ReturnOrderStatus,
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ReturnOrderStatusGroups,
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SalesOrderStatus,
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SalesOrderStatusGroups,
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)
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from part import models as PartModels
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from plugin.events import trigger_event
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from stock.status_codes import StockHistoryCode, StockStatus
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logger = structlog.get_logger('inventree')
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class TotalPriceMixin(models.Model):
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"""Mixin which provides 'total_price' field for an order."""
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class Meta:
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"""Meta for MetadataMixin."""
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abstract = True
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def save(self, *args, **kwargs):
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"""Update the total_price field when saved."""
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# Recalculate total_price for this order
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self.update_total_price(commit=False)
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if hasattr(self, '_SAVING_TOTAL_PRICE') and self._SAVING_TOTAL_PRICE:
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# Avoid recursion on save
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return super().save(*args, **kwargs)
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self._SAVING_TOTAL_PRICE = True
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# Save the object as we can not access foreign/m2m fields before saving
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self.update_total_price(commit=True)
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total_price = InvenTreeModelMoneyField(
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null=True,
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blank=True,
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allow_negative=False,
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verbose_name=_('Total Price'),
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help_text=_('Total price for this order'),
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)
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order_currency = models.CharField(
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max_length=3,
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verbose_name=_('Order Currency'),
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blank=True,
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null=True,
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help_text=_('Currency for this order (leave blank to use company default)'),
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validators=[InvenTree.validators.validate_currency_code],
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)
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@property
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def currency(self):
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"""Return the currency associated with this order instance.
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Rules:
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- If the order_currency field is set, return that
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- Otherwise, return the currency associated with the company
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- Finally, return the default currency code
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"""
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if self.order_currency:
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return self.order_currency
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if self.company:
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return self.company.currency_code
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# Return default currency code
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return currency_code_default()
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def update_total_price(self, commit=True):
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"""Recalculate and save the total_price for this order."""
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self.total_price = self.calculate_total_price(target_currency=self.currency)
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if commit:
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self.save()
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def calculate_total_price(self, target_currency=None):
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"""Calculates the total price of all order lines, and converts to the specified target currency.
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If not specified, the default system currency is used.
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If currency conversion fails (e.g. there are no valid conversion rates),
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then we simply return zero, rather than attempting some other calculation.
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"""
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# Set default - see B008
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if target_currency is None:
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target_currency = currency_code_default()
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total = Money(0, target_currency)
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# Check if the order has been saved (otherwise we can't calculate the total price)
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if self.pk is None:
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return total
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# order items
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for line in self.lines.all():
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if not line.price:
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continue
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try:
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total += line.quantity * convert_money(line.price, target_currency)
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except MissingRate:
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log_error('order.calculate_total_price')
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logger.exception("Missing exchange rate for '%s'", target_currency)
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# Return None to indicate the calculated price is invalid
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return None
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# extra items
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for line in self.extra_lines.all():
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if not line.price:
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continue
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try:
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total += line.quantity * convert_money(line.price, target_currency)
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except MissingRate:
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# Record the error, try to press on
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log_error('order.calculate_total_price')
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logger.exception("Missing exchange rate for '%s'", target_currency)
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# Return None to indicate the calculated price is invalid
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return None
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# set decimal-places
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total.decimal_places = 4
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return total
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class BaseOrderReportContext(report.mixins.BaseReportContext):
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"""Base context for all order models.
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Attributes:
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description: The description field of the order
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extra_lines: Query set of all extra lines associated with the order
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lines: Query set of all line items associated with the order
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order: The order instance itself
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reference: The reference field of the order
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title: The title (string representation) of the order
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"""
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description: str
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extra_lines: Any
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lines: Any
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order: Any
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reference: str
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title: str
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class PurchaseOrderReportContext(report.mixins.BaseReportContext):
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"""Context for the purchase order model.
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Attributes:
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description: The description field of the PurchaseOrder
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reference: The reference field of the PurchaseOrder
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title: The title (string representation) of the PurchaseOrder
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extra_lines: Query set of all extra lines associated with the PurchaseOrder
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lines: Query set of all line items associated with the PurchaseOrder
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order: The PurchaseOrder instance itself
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supplier: The supplier object associated with the PurchaseOrder
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"""
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description: str
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reference: str
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title: str
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extra_lines: report.mixins.QuerySet['PurchaseOrderExtraLine']
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lines: report.mixins.QuerySet['PurchaseOrderLineItem']
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order: 'PurchaseOrder'
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supplier: Optional[Company]
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class SalesOrderReportContext(report.mixins.BaseReportContext):
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"""Context for the sales order model.
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Attributes:
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description: The description field of the SalesOrder
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reference: The reference field of the SalesOrder
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title: The title (string representation) of the SalesOrder
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extra_lines: Query set of all extra lines associated with the SalesOrder
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lines: Query set of all line items associated with the SalesOrder
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order: The SalesOrder instance itself
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customer: The customer object associated with the SalesOrder
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"""
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description: str
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reference: str
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title: str
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extra_lines: report.mixins.QuerySet['SalesOrderExtraLine']
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lines: report.mixins.QuerySet['SalesOrderLineItem']
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order: 'SalesOrder'
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customer: Optional[Company]
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class ReturnOrderReportContext(report.mixins.BaseReportContext):
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"""Context for the return order model.
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Attributes:
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description: The description field of the ReturnOrder
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reference: The reference field of the ReturnOrder
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title: The title (string representation) of the ReturnOrder
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extra_lines: Query set of all extra lines associated with the ReturnOrder
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lines: Query set of all line items associated with the ReturnOrder
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order: The ReturnOrder instance itself
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customer: The customer object associated with the ReturnOrder
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"""
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description: str
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reference: str
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title: str
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extra_lines: report.mixins.QuerySet['ReturnOrderExtraLine']
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lines: report.mixins.QuerySet['ReturnOrderLineItem']
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order: 'ReturnOrder'
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customer: Optional[Company]
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class Order(
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StatusCodeMixin,
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StateTransitionMixin,
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InvenTree.models.InvenTreeAttachmentMixin,
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InvenTree.models.InvenTreeBarcodeMixin,
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InvenTree.models.InvenTreeNotesMixin,
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report.mixins.InvenTreeReportMixin,
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InvenTree.models.MetadataMixin,
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InvenTree.models.ReferenceIndexingMixin,
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InvenTree.models.InvenTreeModel,
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):
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"""Abstract model for an order.
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Instances of this class:
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- PurchaseOrder
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- SalesOrder
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Attributes:
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reference: Unique order number / reference / code
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description: Long form description (required)
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notes: Extra note field (optional)
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creation_date: Automatic date of order creation
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created_by: User who created this order (automatically captured)
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issue_date: Date the order was issued
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start_date: Date the order is scheduled to be started
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target_date: Expected or desired completion date
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complete_date: Date the order was completed
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responsible: User (or group) responsible for managing the order
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"""
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REQUIRE_RESPONSIBLE_SETTING = None
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UNLOCK_SETTING = None
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class Meta:
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"""Metaclass options. Abstract ensures no database table is created."""
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abstract = True
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def save(self, *args, **kwargs):
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"""Custom save method for the order models.
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Enforces various business logics:
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- Ensures the object is not locked
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- Ensures that the reference field is rebuilt whenever the instance is saved.
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"""
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# check if we are updating the model, not adding it
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update = self.pk is not None
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# Locking
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if update and self.check_locked(True):
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# Ensure that order status can be changed still
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if self.get_db_instance().status != self.status:
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pass
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else:
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raise ValidationError({
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'reference': _('This order is locked and cannot be modified')
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})
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# Reference calculations
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self.reference_int = self.rebuild_reference_field(self.reference)
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if not self.creation_date:
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self.creation_date = InvenTree.helpers.current_date()
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super().save(*args, **kwargs)
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def check_locked(self, db: bool = False) -> bool:
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"""Check if this order is 'locked'.
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A locked order cannot be modified after it has been completed.
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Args:
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db: If True, check with the database. If False, check the instance (default False).
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"""
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if not self.check_complete(db=db):
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# If the order is not complete, it is not locked
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return False
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if self.UNLOCK_SETTING:
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return get_global_setting(self.UNLOCK_SETTING, backup_value=False) is False
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return False
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def check_complete(self, db: bool = False) -> bool:
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"""Check if this order is 'complete'.
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Args:
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db: If True, check with the database. If False, check the instance (default False).
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"""
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status = self.get_db_instance().status if db else self.status
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return status in self.get_status_class().COMPLETE
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def clean(self):
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"""Custom clean method for the generic order class."""
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super().clean()
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# Check if a responsible owner is required for this order type
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if self.REQUIRE_RESPONSIBLE_SETTING:
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if get_global_setting(self.REQUIRE_RESPONSIBLE_SETTING, backup_value=False):
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if not self.responsible:
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raise ValidationError({
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'responsible': _('Responsible user or group must be specified')
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})
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# Check that the referenced 'contact' matches the correct 'company'
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if self.company and self.contact:
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if self.contact.company != self.company:
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raise ValidationError({
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'contact': _('Contact does not match selected company')
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})
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# Target date should be *after* the start date
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if self.start_date and self.target_date and self.start_date > self.target_date:
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raise ValidationError({
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'target_date': _('Target date must be after start date'),
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'start_date': _('Start date must be before target date'),
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})
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def clean_line_item(self, line):
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"""Clean a line item for this order.
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Used when duplicating an existing line item,
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to ensure it is 'fresh'.
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"""
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line.pk = None
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line.target_date = None
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line.order = self
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def report_context(self) -> BaseOrderReportContext:
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"""Generate context data for the reporting interface."""
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return {
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'description': self.description,
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'extra_lines': self.extra_lines,
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'lines': self.lines,
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'order': self,
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'reference': self.reference,
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'title': str(self),
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}
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@classmethod
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def overdue_filter(cls):
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"""A generic implementation of an 'overdue' filter for the Model class.
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It requires any subclasses to implement the get_status_class() class method
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"""
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today = InvenTree.helpers.current_date()
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return (
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Q(status__in=cls.get_status_class().OPEN)
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& ~Q(target_date=None)
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& Q(target_date__lt=today)
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)
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@property
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def is_overdue(self):
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"""Method to determine if this order is overdue.
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Makes use of the overdue_filter() method to avoid code duplication
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"""
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return (
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self.__class__.objects.filter(pk=self.pk)
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.filter(self.__class__.overdue_filter())
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.exists()
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)
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description = models.CharField(
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max_length=250,
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blank=True,
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verbose_name=_('Description'),
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help_text=_('Order description (optional)'),
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)
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project_code = models.ForeignKey(
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common_models.ProjectCode,
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on_delete=models.SET_NULL,
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blank=True,
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null=True,
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verbose_name=_('Project Code'),
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help_text=_('Select project code for this order'),
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)
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link = InvenTreeURLField(
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blank=True,
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verbose_name=_('Link'),
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help_text=_('Link to external page'),
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max_length=2000,
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)
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start_date = models.DateField(
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null=True,
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blank=True,
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verbose_name=_('Start date'),
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help_text=_('Scheduled start date for this order'),
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)
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target_date = models.DateField(
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blank=True,
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null=True,
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verbose_name=_('Target Date'),
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help_text=_(
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'Expected date for order delivery. Order will be overdue after this date.'
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),
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)
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creation_date = models.DateField(
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blank=True, null=True, verbose_name=_('Creation Date')
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)
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created_by = models.ForeignKey(
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User,
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on_delete=models.SET_NULL,
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blank=True,
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null=True,
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related_name='+',
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verbose_name=_('Created By'),
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)
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issue_date = models.DateField(
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blank=True,
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null=True,
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verbose_name=_('Issue Date'),
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help_text=_('Date order was issued'),
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)
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responsible = models.ForeignKey(
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UserModels.Owner,
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on_delete=models.SET_NULL,
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blank=True,
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null=True,
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help_text=_('User or group responsible for this order'),
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verbose_name=_('Responsible'),
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related_name='+',
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)
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contact = models.ForeignKey(
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Contact,
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on_delete=models.SET_NULL,
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blank=True,
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null=True,
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verbose_name=_('Contact'),
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help_text=_('Point of contact for this order'),
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related_name='+',
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)
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address = models.ForeignKey(
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Address,
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on_delete=models.SET_NULL,
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blank=True,
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null=True,
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verbose_name=_('Address'),
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help_text=_('Company address for this order'),
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related_name='+',
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)
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@classmethod
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def get_status_class(cls):
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"""Return the enumeration class which represents the 'status' field for this model."""
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raise NotImplementedError(f'get_status_class() not implemented for {__class__}')
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|
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class PurchaseOrder(TotalPriceMixin, Order):
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"""A PurchaseOrder represents goods shipped inwards from an external supplier.
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Attributes:
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supplier: Reference to the company supplying the goods in the order
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supplier_reference: Optional field for supplier order reference code
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received_by: User that received the goods
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target_date: Expected delivery target date for PurchaseOrder completion (optional)
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"""
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REFERENCE_PATTERN_SETTING = 'PURCHASEORDER_REFERENCE_PATTERN'
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REQUIRE_RESPONSIBLE_SETTING = 'PURCHASEORDER_REQUIRE_RESPONSIBLE'
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STATUS_CLASS = PurchaseOrderStatus
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UNLOCK_SETTING = 'PURCHASEORDER_EDIT_COMPLETED_ORDERS'
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class Meta:
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"""Model meta options."""
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verbose_name = _('Purchase Order')
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def clean_line_item(self, line):
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"""Clean a line item for this PurchaseOrder."""
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super().clean_line_item(line)
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line.received = 0
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def report_context(self) -> PurchaseOrderReportContext:
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"""Return report context data for this PurchaseOrder."""
|
|
return {**super().report_context(), 'supplier': self.supplier}
|
|
|
|
def get_absolute_url(self):
|
|
"""Get the 'web' URL for this order."""
|
|
return pui_url(f'/purchasing/purchase-order/{self.pk}')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the PurchaseOrder model."""
|
|
return reverse('api-po-list')
|
|
|
|
@classmethod
|
|
def get_status_class(cls):
|
|
"""Return the PurchaseOrderStatus class."""
|
|
return PurchaseOrderStatusGroups
|
|
|
|
@classmethod
|
|
def api_defaults(cls, request=None):
|
|
"""Return default values for this model when issuing an API OPTIONS request."""
|
|
defaults = {
|
|
'reference': order.validators.generate_next_purchase_order_reference()
|
|
}
|
|
|
|
return defaults
|
|
|
|
@classmethod
|
|
def barcode_model_type_code(cls):
|
|
"""Return the associated barcode model type code for this model."""
|
|
return 'PO'
|
|
|
|
def subscribed_users(self) -> list[User]:
|
|
"""Return a list of users subscribed to this PurchaseOrder.
|
|
|
|
By this, we mean users to are interested in any of the parts associated with this order.
|
|
"""
|
|
subscribed_users = set()
|
|
|
|
for line in self.lines.all():
|
|
if line.part and line.part.part:
|
|
# Add the part to the list of subscribed users
|
|
for user in line.part.part.get_subscribers():
|
|
subscribed_users.add(user)
|
|
|
|
return list(subscribed_users)
|
|
|
|
def __str__(self):
|
|
"""Render a string representation of this PurchaseOrder."""
|
|
return f'{self.reference} - {self.supplier.name if self.supplier else _("deleted")}'
|
|
|
|
reference = models.CharField(
|
|
unique=True,
|
|
max_length=64,
|
|
blank=False,
|
|
verbose_name=_('Reference'),
|
|
help_text=_('Order reference'),
|
|
default=order.validators.generate_next_purchase_order_reference,
|
|
validators=[order.validators.validate_purchase_order_reference],
|
|
)
|
|
|
|
status = InvenTreeCustomStatusModelField(
|
|
default=PurchaseOrderStatus.PENDING.value,
|
|
choices=PurchaseOrderStatus.items(),
|
|
status_class=PurchaseOrderStatus,
|
|
verbose_name=_('Status'),
|
|
help_text=_('Purchase order status'),
|
|
)
|
|
|
|
@property
|
|
def status_text(self):
|
|
"""Return the text representation of the status field."""
|
|
return PurchaseOrderStatus.text(self.status)
|
|
|
|
supplier = models.ForeignKey(
|
|
Company,
|
|
on_delete=models.SET_NULL,
|
|
null=True,
|
|
limit_choices_to={'is_supplier': True},
|
|
related_name='purchase_orders',
|
|
verbose_name=_('Supplier'),
|
|
help_text=_('Company from which the items are being ordered'),
|
|
)
|
|
|
|
@property
|
|
def company(self):
|
|
"""Accessor helper for Order base class."""
|
|
return self.supplier
|
|
|
|
supplier_reference = models.CharField(
|
|
max_length=64,
|
|
blank=True,
|
|
verbose_name=_('Supplier Reference'),
|
|
help_text=_('Supplier order reference code'),
|
|
)
|
|
|
|
received_by = models.ForeignKey(
|
|
User,
|
|
on_delete=models.SET_NULL,
|
|
blank=True,
|
|
null=True,
|
|
related_name='+',
|
|
verbose_name=_('received by'),
|
|
)
|
|
|
|
complete_date = models.DateField(
|
|
blank=True,
|
|
null=True,
|
|
verbose_name=_('Completion Date'),
|
|
help_text=_('Date order was completed'),
|
|
)
|
|
|
|
destination = TreeForeignKey(
|
|
'stock.StockLocation',
|
|
on_delete=models.SET_NULL,
|
|
related_name='purchase_orders',
|
|
blank=True,
|
|
null=True,
|
|
verbose_name=_('Destination'),
|
|
help_text=_('Destination for received items'),
|
|
)
|
|
|
|
@transaction.atomic
|
|
def add_line_item(
|
|
self,
|
|
supplier_part,
|
|
quantity,
|
|
group: bool = True,
|
|
reference: str = '',
|
|
purchase_price=None,
|
|
destination=None,
|
|
):
|
|
"""Add a new line item to this purchase order.
|
|
|
|
This function will check that:
|
|
* The supplier part matches the supplier specified for this purchase order
|
|
* The quantity is greater than zero
|
|
|
|
Arguments:
|
|
supplier_part: The supplier_part to add
|
|
quantity : The number of items to add
|
|
group (bool, optional): If True, this new quantity will be added to an existing line item for the same supplier_part (if it exists). Defaults to True.
|
|
reference (str, optional): Reference to item. Defaults to ''.
|
|
purchase_price (optional): Price of item. Defaults to None.
|
|
destination (optional): Destination for item. Defaults to None.
|
|
|
|
Returns:
|
|
The newly created PurchaseOrderLineItem instance
|
|
|
|
Raises:
|
|
ValidationError: quantity is smaller than 0
|
|
ValidationError: quantity is not type int
|
|
ValidationError: supplier is not supplier of purchase order
|
|
"""
|
|
try:
|
|
quantity = int(quantity)
|
|
if quantity <= 0:
|
|
raise ValidationError({
|
|
'quantity': _('Quantity must be greater than zero')
|
|
})
|
|
except ValueError:
|
|
raise ValidationError({'quantity': _('Invalid quantity provided')})
|
|
|
|
if supplier_part.supplier != self.supplier:
|
|
raise ValidationError({
|
|
'supplier': _('Part supplier must match PO supplier')
|
|
})
|
|
|
|
if group:
|
|
# Check if there is already a matching line item (for this PurchaseOrder)
|
|
matches = self.lines.filter(part=supplier_part)
|
|
|
|
if matches.count() > 0:
|
|
line = matches.first()
|
|
|
|
# update quantity and price
|
|
quantity_new = line.quantity + quantity
|
|
line.quantity = quantity_new
|
|
supplier_price = supplier_part.get_price(quantity_new)
|
|
|
|
if line.purchase_price and supplier_price:
|
|
line.purchase_price = supplier_price / quantity_new
|
|
|
|
line.save()
|
|
|
|
return line
|
|
|
|
line = PurchaseOrderLineItem(
|
|
order=self,
|
|
part=supplier_part,
|
|
quantity=quantity,
|
|
reference=reference,
|
|
purchase_price=purchase_price,
|
|
destination=destination,
|
|
)
|
|
|
|
line.save()
|
|
|
|
return line
|
|
|
|
# region state changes
|
|
def _action_place(self, *args, **kwargs):
|
|
"""Marks the PurchaseOrder as PLACED.
|
|
|
|
Order must be currently PENDING.
|
|
"""
|
|
if self.can_issue:
|
|
self.status = PurchaseOrderStatus.PLACED.value
|
|
self.issue_date = InvenTree.helpers.current_date()
|
|
self.save()
|
|
|
|
trigger_event(PurchaseOrderEvents.PLACED, id=self.pk)
|
|
|
|
# Notify users that the order has been placed
|
|
notify_responsible(
|
|
self,
|
|
PurchaseOrder,
|
|
exclude=self.created_by,
|
|
content=InvenTreeNotificationBodies.NewOrder,
|
|
extra_users=self.subscribed_users(),
|
|
)
|
|
|
|
def _action_complete(self, *args, **kwargs):
|
|
"""Marks the PurchaseOrder as COMPLETE.
|
|
|
|
Order must be currently PLACED.
|
|
"""
|
|
if self.status == PurchaseOrderStatus.PLACED:
|
|
self.status = PurchaseOrderStatus.COMPLETE.value
|
|
self.complete_date = InvenTree.helpers.current_date()
|
|
|
|
self.save()
|
|
|
|
unique_parts = set()
|
|
|
|
# Schedule pricing update for any referenced parts
|
|
for line in self.lines.all().prefetch_related('part__part'):
|
|
# Ensure we only check 'unique' parts
|
|
if line.part and line.part.part:
|
|
unique_parts.add(line.part.part)
|
|
|
|
for part in unique_parts:
|
|
part.schedule_pricing_update(create=True, refresh=False)
|
|
|
|
trigger_event(PurchaseOrderEvents.COMPLETED, id=self.pk)
|
|
|
|
@transaction.atomic
|
|
def issue_order(self):
|
|
"""Equivalent to 'place_order'."""
|
|
self.place_order()
|
|
|
|
@property
|
|
def can_issue(self):
|
|
"""Return True if this order can be issued."""
|
|
return self.status in [
|
|
PurchaseOrderStatus.PENDING.value,
|
|
PurchaseOrderStatus.ON_HOLD.value,
|
|
]
|
|
|
|
@transaction.atomic
|
|
def place_order(self):
|
|
"""Attempt to transition to PLACED status."""
|
|
return self.handle_transition(
|
|
self.status, PurchaseOrderStatus.PLACED.value, self, self._action_place
|
|
)
|
|
|
|
@transaction.atomic
|
|
def complete_order(self):
|
|
"""Attempt to transition to COMPLETE status."""
|
|
return self.handle_transition(
|
|
self.status, PurchaseOrderStatus.COMPLETE.value, self, self._action_complete
|
|
)
|
|
|
|
@transaction.atomic
|
|
def hold_order(self):
|
|
"""Attempt to transition to ON_HOLD status."""
|
|
return self.handle_transition(
|
|
self.status, PurchaseOrderStatus.ON_HOLD.value, self, self._action_hold
|
|
)
|
|
|
|
@transaction.atomic
|
|
def cancel_order(self):
|
|
"""Attempt to transition to CANCELLED status."""
|
|
return self.handle_transition(
|
|
self.status, PurchaseOrderStatus.CANCELLED.value, self, self._action_cancel
|
|
)
|
|
|
|
@property
|
|
def is_pending(self):
|
|
"""Return True if the PurchaseOrder is 'pending'."""
|
|
return self.status == PurchaseOrderStatus.PENDING.value
|
|
|
|
@property
|
|
def is_open(self):
|
|
"""Return True if the PurchaseOrder is 'open'."""
|
|
return self.status in PurchaseOrderStatusGroups.OPEN
|
|
|
|
@property
|
|
def can_cancel(self):
|
|
"""A PurchaseOrder can only be cancelled under the following circumstances.
|
|
|
|
- Status is PLACED
|
|
- Status is PENDING (or ON_HOLD)
|
|
"""
|
|
return self.status in PurchaseOrderStatusGroups.OPEN
|
|
|
|
def _action_cancel(self, *args, **kwargs):
|
|
"""Marks the PurchaseOrder as CANCELLED."""
|
|
if self.can_cancel:
|
|
self.status = PurchaseOrderStatus.CANCELLED.value
|
|
self.save()
|
|
|
|
trigger_event(PurchaseOrderEvents.CANCELLED, id=self.pk)
|
|
|
|
# Notify users that the order has been canceled
|
|
notify_responsible(
|
|
self,
|
|
PurchaseOrder,
|
|
exclude=self.created_by,
|
|
content=InvenTreeNotificationBodies.OrderCanceled,
|
|
extra_users=self.subscribed_users(),
|
|
)
|
|
|
|
@property
|
|
def can_hold(self):
|
|
"""Return True if this order can be placed on hold."""
|
|
return self.status in [
|
|
PurchaseOrderStatus.PENDING.value,
|
|
PurchaseOrderStatus.PLACED.value,
|
|
]
|
|
|
|
def _action_hold(self, *args, **kwargs):
|
|
"""Mark this purchase order as 'on hold'."""
|
|
if self.can_hold:
|
|
self.status = PurchaseOrderStatus.ON_HOLD.value
|
|
self.save()
|
|
|
|
trigger_event(PurchaseOrderEvents.HOLD, id=self.pk)
|
|
|
|
# endregion
|
|
|
|
def pending_line_items(self):
|
|
"""Return a list of pending line items for this order.
|
|
|
|
Any line item where 'received' < 'quantity' will be returned.
|
|
"""
|
|
return self.lines.filter(quantity__gt=F('received'))
|
|
|
|
def completed_line_items(self):
|
|
"""Return a list of completed line items against this order."""
|
|
return self.lines.filter(quantity__lte=F('received'))
|
|
|
|
@property
|
|
def line_count(self):
|
|
"""Return the total number of line items associated with this order."""
|
|
return self.lines.count()
|
|
|
|
@property
|
|
def completed_line_count(self):
|
|
"""Return the number of complete line items associated with this order."""
|
|
return self.completed_line_items().count()
|
|
|
|
@property
|
|
def pending_line_count(self):
|
|
"""Return the number of pending line items associated with this order."""
|
|
return self.pending_line_items().count()
|
|
|
|
@property
|
|
def is_complete(self):
|
|
"""Return True if all line items have been received."""
|
|
return self.pending_line_items().count() == 0
|
|
|
|
@transaction.atomic
|
|
def receive_line_items(
|
|
self, location, items: list, user: User, **kwargs
|
|
) -> QuerySet:
|
|
"""Receive multiple line items against this PurchaseOrder.
|
|
|
|
Arguments:
|
|
location: The StockLocation to receive the items into
|
|
items: A list of line item IDs and quantities to receive
|
|
user: The User performing the action
|
|
|
|
Returns:
|
|
A QuerySet of the newly created StockItem objects
|
|
|
|
The 'items' list values contain:
|
|
line_item: The PurchaseOrderLineItem instance
|
|
quantity: The quantity of items to receive
|
|
location: The location to receive the item into (optional)
|
|
status: The 'status' of the item
|
|
barcode: Optional barcode for the item (optional)
|
|
batch_code: Optional batch code for the item (optional)
|
|
expiry_date: Optional expiry date for the item (optional)
|
|
serials: Optional list of serial numbers (optional)
|
|
notes: Optional notes for the item (optional)
|
|
"""
|
|
if self.status != PurchaseOrderStatus.PLACED:
|
|
raise ValidationError(
|
|
"Lines can only be received against an order marked as 'PLACED'"
|
|
)
|
|
|
|
# List of stock items which have been created
|
|
stock_items: list[stock.models.StockItem] = []
|
|
|
|
# List of stock items to bulk create
|
|
bulk_create_items: list[stock.models.StockItem] = []
|
|
|
|
# List of tracking entries to create
|
|
tracking_entries: list[stock.models.StockItemTracking] = []
|
|
|
|
# List of line items to update
|
|
line_items_to_update: list[PurchaseOrderLineItem] = []
|
|
|
|
convert_purchase_price = get_global_setting('PURCHASEORDER_CONVERT_CURRENCY')
|
|
default_currency = currency_code_default()
|
|
|
|
# Prefetch line item objects for DB efficiency
|
|
line_items_ids = [item['line_item'].pk for item in items]
|
|
|
|
line_items = PurchaseOrderLineItem.objects.filter(
|
|
pk__in=line_items_ids
|
|
).prefetch_related('part', 'part__part', 'order')
|
|
|
|
# Map order line items to their corresponding stock items
|
|
line_item_map = {line.pk: line for line in line_items}
|
|
|
|
# Before we continue, validate that each line item is valid
|
|
# We validate this here because it is far more efficient,
|
|
# after we have fetched *all* line itemes in a single DB query
|
|
for line_item in line_item_map.values():
|
|
if line_item.order != self:
|
|
raise ValidationError({_('Line item does not match purchase order')})
|
|
|
|
if not line_item.part or not line_item.part.part:
|
|
raise ValidationError({_('Line item is missing a linked part')})
|
|
|
|
for item in items:
|
|
# Extract required information
|
|
line_item_id = item['line_item'].pk
|
|
|
|
line = line_item_map[line_item_id]
|
|
|
|
quantity = item['quantity']
|
|
barcode = item.get('barcode', '')
|
|
|
|
try:
|
|
if quantity < 0:
|
|
raise ValidationError({
|
|
'quantity': _('Quantity must be a positive number')
|
|
})
|
|
quantity = InvenTree.helpers.clean_decimal(quantity)
|
|
except TypeError:
|
|
raise ValidationError({'quantity': _('Invalid quantity provided')})
|
|
|
|
supplier_part = line.part
|
|
|
|
if not supplier_part:
|
|
logger.warning(
|
|
'Line item %s is missing a linked supplier part', line.pk
|
|
)
|
|
continue
|
|
|
|
base_part = supplier_part.part
|
|
|
|
stock_location = item.get('location', location) or line.get_destination()
|
|
|
|
# Calculate the received quantity in base part units
|
|
stock_quantity = supplier_part.base_quantity(quantity)
|
|
|
|
# Calculate unit purchase price (in base units)
|
|
if line.purchase_price:
|
|
purchase_price = line.purchase_price / supplier_part.base_quantity(1)
|
|
|
|
if convert_purchase_price:
|
|
purchase_price = convert_money(purchase_price, default_currency)
|
|
else:
|
|
purchase_price = None
|
|
|
|
# Extract optional serial numbers
|
|
serials = item.get('serials', None)
|
|
|
|
if serials and type(serials) is list and len(serials) > 0:
|
|
serialize = True
|
|
else:
|
|
serialize = False
|
|
serials = [None]
|
|
|
|
# Construct dataset for creating a new StockItem instances
|
|
stock_data = {
|
|
'part': supplier_part.part,
|
|
'supplier_part': supplier_part,
|
|
'purchase_order': self,
|
|
'purchase_price': purchase_price,
|
|
'status': item.get('status', StockStatus.OK.value),
|
|
'location': stock_location,
|
|
'quantity': 1 if serialize else stock_quantity,
|
|
'batch': item.get('batch_code', ''),
|
|
'expiry_date': item.get('expiry_date', None),
|
|
'packaging': item.get('packaging') or supplier_part.packaging,
|
|
}
|
|
|
|
# Check linked build order
|
|
# This is for receiving against an *external* build order
|
|
if build_order := line.build_order:
|
|
if not build_order.external:
|
|
raise ValidationError(
|
|
'Cannot receive items against an internal build order'
|
|
)
|
|
|
|
if build_order.part != base_part:
|
|
raise ValidationError(
|
|
'Cannot receive items against a build order for a different part'
|
|
)
|
|
|
|
if not stock_location and build_order.destination:
|
|
# Override with the build order destination (if not specified)
|
|
stock_data['location'] = stock_location = build_order.destination
|
|
|
|
if build_order.active:
|
|
# An 'active' build order marks the items as "in production"
|
|
stock_data['build'] = build_order
|
|
stock_data['is_building'] = True
|
|
elif build_order.status == BuildStatus.COMPLETE:
|
|
# A 'completed' build order marks the items as "completed"
|
|
stock_data['build'] = build_order
|
|
stock_data['is_building'] = False
|
|
|
|
# Increase the 'completed' quantity for the build order
|
|
build_order.completed += stock_quantity
|
|
build_order.save()
|
|
elif build_order.status == BuildStatus.CANCELLED:
|
|
# A 'cancelled' build order is ignored
|
|
pass
|
|
else:
|
|
# Un-handled state - raise an error
|
|
raise ValidationError(
|
|
"Cannot receive items against a build order in state '{build_order.status}'"
|
|
)
|
|
|
|
# Now, create the new stock items
|
|
if serialize:
|
|
stock_items.extend(
|
|
stock.models.StockItem._create_serial_numbers(
|
|
serials=serials, **stock_data
|
|
)
|
|
)
|
|
else:
|
|
new_item = stock.models.StockItem(
|
|
**stock_data,
|
|
serial='',
|
|
tree_id=stock.models.StockItem.getNextTreeID(),
|
|
parent=None,
|
|
level=0,
|
|
lft=1,
|
|
rght=2,
|
|
)
|
|
|
|
if barcode:
|
|
new_item.assign_barcode(barcode_data=barcode, save=False)
|
|
|
|
# new_item.save()
|
|
bulk_create_items.append(new_item)
|
|
|
|
# Update the line item quantity
|
|
line.received += quantity
|
|
line_items_to_update.append(line)
|
|
|
|
# Bulk create new stock items
|
|
if len(bulk_create_items) > 0:
|
|
stock.models.StockItem.objects.bulk_create(bulk_create_items)
|
|
|
|
# Fetch them back again
|
|
tree_ids = [item.tree_id for item in bulk_create_items]
|
|
|
|
created_items = stock.models.StockItem.objects.filter(
|
|
tree_id__in=tree_ids, level=0, lft=1, rght=2, purchase_order=self
|
|
).prefetch_related('location')
|
|
|
|
stock_items.extend(created_items)
|
|
|
|
# Generate a new tracking entry for each stock item
|
|
for item in stock_items:
|
|
tracking_entries.append(
|
|
item.add_tracking_entry(
|
|
StockHistoryCode.RECEIVED_AGAINST_PURCHASE_ORDER,
|
|
user,
|
|
location=item.location,
|
|
purchaseorder=self,
|
|
quantity=float(item.quantity),
|
|
commit=False,
|
|
)
|
|
)
|
|
|
|
# Bulk create new tracking entries for each item
|
|
stock.models.StockItemTracking.objects.bulk_create(tracking_entries)
|
|
|
|
# Update received quantity for each line item
|
|
PurchaseOrderLineItem.objects.bulk_update(line_items_to_update, ['received'])
|
|
|
|
# Trigger an event for any interested plugins
|
|
trigger_event(
|
|
PurchaseOrderEvents.ITEM_RECEIVED,
|
|
order_id=self.pk,
|
|
item_ids=[item.pk for item in stock_items],
|
|
)
|
|
|
|
# Check to auto-complete the PurchaseOrder
|
|
if (
|
|
get_global_setting('PURCHASEORDER_AUTO_COMPLETE', True)
|
|
and self.pending_line_count == 0
|
|
):
|
|
self.received_by = user
|
|
self.complete_order()
|
|
|
|
# Send notification
|
|
notify_responsible(
|
|
self,
|
|
PurchaseOrder,
|
|
exclude=user,
|
|
content=InvenTreeNotificationBodies.ItemsReceived,
|
|
extra_users=line.part.part.get_subscribers(),
|
|
)
|
|
|
|
# Return a list of the created stock items
|
|
return stock.models.StockItem.objects.filter(
|
|
pk__in=[item.pk for item in stock_items]
|
|
)
|
|
|
|
@transaction.atomic
|
|
def receive_line_item(
|
|
self, line, location, quantity, user, status=StockStatus.OK.value, **kwargs
|
|
):
|
|
"""Receive a line item (or partial line item) against this PurchaseOrder.
|
|
|
|
Arguments:
|
|
line: The PurchaseOrderLineItem to receive against
|
|
location: The StockLocation to receive the item into
|
|
quantity: The quantity to receive
|
|
user: The User performing the action
|
|
status: The StockStatus to assign to the item (default: StockStatus.OK)
|
|
|
|
Keyword Arguments:
|
|
batch_code: Optional batch code for the new StockItem
|
|
serials: Optional list of serial numbers to assign to the new StockItem(s)
|
|
notes: Optional notes field for the StockItem
|
|
packaging: Optional packaging field for the StockItem
|
|
barcode: Optional barcode field for the StockItem
|
|
notify: If true, notify users of received items
|
|
|
|
Raises:
|
|
ValidationError: If the quantity is negative or otherwise invalid
|
|
ValidationError: If the order is not in the 'PLACED' state
|
|
"""
|
|
self.receive_line_items(
|
|
location,
|
|
[
|
|
{
|
|
'line_item': line,
|
|
'quantity': quantity,
|
|
'location': location,
|
|
'status': status,
|
|
**kwargs,
|
|
}
|
|
],
|
|
user,
|
|
)
|
|
|
|
|
|
class SalesOrder(TotalPriceMixin, Order):
|
|
"""A SalesOrder represents a list of goods shipped outwards to a customer."""
|
|
|
|
REFERENCE_PATTERN_SETTING = 'SALESORDER_REFERENCE_PATTERN'
|
|
REQUIRE_RESPONSIBLE_SETTING = 'SALESORDER_REQUIRE_RESPONSIBLE'
|
|
STATUS_CLASS = SalesOrderStatus
|
|
UNLOCK_SETTING = 'SALESORDER_EDIT_COMPLETED_ORDERS'
|
|
|
|
class Meta:
|
|
"""Model meta options."""
|
|
|
|
verbose_name = _('Sales Order')
|
|
|
|
def clean_line_item(self, line):
|
|
"""Clean a line item for this SalesOrder."""
|
|
super().clean_line_item(line)
|
|
line.shipped = 0
|
|
|
|
def report_context(self) -> SalesOrderReportContext:
|
|
"""Generate report context data for this SalesOrder."""
|
|
return {**super().report_context(), 'customer': self.customer}
|
|
|
|
def get_absolute_url(self):
|
|
"""Get the 'web' URL for this order."""
|
|
return pui_url(f'/sales/sales-order/{self.pk}')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the SalesOrder model."""
|
|
return reverse('api-so-list')
|
|
|
|
@classmethod
|
|
def get_status_class(cls):
|
|
"""Return the SalesOrderStatus class."""
|
|
return SalesOrderStatusGroups
|
|
|
|
@classmethod
|
|
def api_defaults(cls, request=None):
|
|
"""Return default values for this model when issuing an API OPTIONS request."""
|
|
defaults = {'reference': order.validators.generate_next_sales_order_reference()}
|
|
|
|
return defaults
|
|
|
|
@classmethod
|
|
def barcode_model_type_code(cls):
|
|
"""Return the associated barcode model type code for this model."""
|
|
return 'SO'
|
|
|
|
def subscribed_users(self) -> list[User]:
|
|
"""Return a list of users subscribed to this SalesOrder.
|
|
|
|
By this, we mean users to are interested in any of the parts associated with this order.
|
|
"""
|
|
subscribed_users = set()
|
|
|
|
for line in self.lines.all():
|
|
if line.part:
|
|
# Add the part to the list of subscribed users
|
|
for user in line.part.get_subscribers():
|
|
subscribed_users.add(user)
|
|
|
|
return list(subscribed_users)
|
|
|
|
def __str__(self):
|
|
"""Render a string representation of this SalesOrder."""
|
|
return f'{self.reference} - {self.customer.name if self.customer else _("deleted")}'
|
|
|
|
reference = models.CharField(
|
|
unique=True,
|
|
max_length=64,
|
|
blank=False,
|
|
verbose_name=_('Reference'),
|
|
help_text=_('Order reference'),
|
|
default=order.validators.generate_next_sales_order_reference,
|
|
validators=[order.validators.validate_sales_order_reference],
|
|
)
|
|
|
|
customer = models.ForeignKey(
|
|
Company,
|
|
on_delete=models.SET_NULL,
|
|
null=True,
|
|
limit_choices_to={'is_customer': True},
|
|
related_name='return_orders',
|
|
verbose_name=_('Customer'),
|
|
help_text=_('Company to which the items are being sold'),
|
|
)
|
|
|
|
@property
|
|
def company(self):
|
|
"""Accessor helper for Order base."""
|
|
return self.customer
|
|
|
|
status = InvenTreeCustomStatusModelField(
|
|
default=SalesOrderStatus.PENDING.value,
|
|
choices=SalesOrderStatus.items(),
|
|
status_class=SalesOrderStatus,
|
|
verbose_name=_('Status'),
|
|
help_text=_('Sales order status'),
|
|
)
|
|
|
|
@property
|
|
def status_text(self):
|
|
"""Return the text representation of the status field."""
|
|
return SalesOrderStatus.text(self.status)
|
|
|
|
customer_reference = models.CharField(
|
|
max_length=64,
|
|
blank=True,
|
|
verbose_name=_('Customer Reference '),
|
|
help_text=_('Customer order reference code'),
|
|
)
|
|
|
|
shipment_date = models.DateField(
|
|
blank=True, null=True, verbose_name=_('Shipment Date')
|
|
)
|
|
|
|
shipped_by = models.ForeignKey(
|
|
User,
|
|
on_delete=models.SET_NULL,
|
|
blank=True,
|
|
null=True,
|
|
related_name='+',
|
|
verbose_name=_('shipped by'),
|
|
)
|
|
|
|
@property
|
|
def is_pending(self):
|
|
"""Return True if this order is 'pending'."""
|
|
return self.status == SalesOrderStatus.PENDING
|
|
|
|
@property
|
|
def is_open(self):
|
|
"""Return True if this order is 'open' (either 'pending' or 'in_progress')."""
|
|
return self.status in SalesOrderStatusGroups.OPEN
|
|
|
|
@property
|
|
def stock_allocations(self):
|
|
"""Return a queryset containing all allocations for this order."""
|
|
return SalesOrderAllocation.objects.filter(
|
|
line__in=[line.pk for line in self.lines.all()]
|
|
)
|
|
|
|
def is_fully_allocated(self):
|
|
"""Return True if all line items are fully allocated."""
|
|
return all(line.is_fully_allocated() for line in self.lines.all())
|
|
|
|
def is_overallocated(self):
|
|
"""Return true if any lines in the order are over-allocated."""
|
|
return any(line.is_overallocated() for line in self.lines.all())
|
|
|
|
def is_completed(self):
|
|
"""Check if this order is "shipped" (all line items delivered)."""
|
|
return all(line.is_completed() for line in self.lines.all())
|
|
|
|
def can_complete(self, raise_error=False, allow_incomplete_lines=False):
|
|
"""Test if this SalesOrder can be completed.
|
|
|
|
Throws a ValidationError if cannot be completed.
|
|
"""
|
|
try:
|
|
if self.status == SalesOrderStatus.COMPLETE.value:
|
|
raise ValidationError(_('Order is already complete'))
|
|
|
|
if self.status == SalesOrderStatus.CANCELLED.value:
|
|
raise ValidationError(_('Order is already cancelled'))
|
|
|
|
# Only an open order can be marked as shipped
|
|
if self.is_open and not self.is_completed:
|
|
raise ValidationError(_('Only an open order can be marked as complete'))
|
|
|
|
if self.pending_shipment_count > 0:
|
|
raise ValidationError(
|
|
_('Order cannot be completed as there are incomplete shipments')
|
|
)
|
|
|
|
if self.pending_allocation_count > 0:
|
|
raise ValidationError(
|
|
_('Order cannot be completed as there are incomplete allocations')
|
|
)
|
|
|
|
if not allow_incomplete_lines and self.pending_line_count > 0:
|
|
raise ValidationError(
|
|
_('Order cannot be completed as there are incomplete line items')
|
|
)
|
|
|
|
except ValidationError as e:
|
|
if raise_error:
|
|
raise e
|
|
else:
|
|
return False
|
|
|
|
return True
|
|
|
|
# region state changes
|
|
def place_order(self):
|
|
"""Deprecated version of 'issue_order'."""
|
|
self.issue_order()
|
|
|
|
@property
|
|
def can_issue(self):
|
|
"""Return True if this order can be issued."""
|
|
return self.status in [
|
|
SalesOrderStatus.PENDING.value,
|
|
SalesOrderStatus.ON_HOLD.value,
|
|
]
|
|
|
|
def _action_place(self, *args, **kwargs):
|
|
"""Change this order from 'PENDING' to 'IN_PROGRESS'."""
|
|
if self.can_issue:
|
|
self.status = SalesOrderStatus.IN_PROGRESS.value
|
|
self.issue_date = InvenTree.helpers.current_date()
|
|
self.save()
|
|
|
|
trigger_event(SalesOrderEvents.ISSUED, id=self.pk)
|
|
|
|
# Notify users that the order has been placed
|
|
notify_responsible(
|
|
self,
|
|
SalesOrder,
|
|
exclude=self.created_by,
|
|
content=InvenTreeNotificationBodies.NewOrder,
|
|
extra_users=self.subscribed_users(),
|
|
)
|
|
|
|
@property
|
|
def can_hold(self):
|
|
"""Return True if this order can be placed on hold."""
|
|
return self.status in [
|
|
SalesOrderStatus.PENDING.value,
|
|
SalesOrderStatus.IN_PROGRESS.value,
|
|
]
|
|
|
|
def _action_hold(self, *args, **kwargs):
|
|
"""Mark this sales order as 'on hold'."""
|
|
if self.can_hold:
|
|
self.status = SalesOrderStatus.ON_HOLD.value
|
|
self.save()
|
|
|
|
trigger_event(SalesOrderEvents.HOLD, id=self.pk)
|
|
|
|
def _action_complete(self, *args, **kwargs):
|
|
"""Mark this order as "complete."""
|
|
user = kwargs.pop('user', None)
|
|
|
|
if not self.can_complete(**kwargs):
|
|
return False
|
|
|
|
bypass_shipped = InvenTree.helpers.str2bool(
|
|
get_global_setting('SALESORDER_SHIP_COMPLETE')
|
|
)
|
|
|
|
if bypass_shipped or self.status == SalesOrderStatus.SHIPPED:
|
|
self.status = SalesOrderStatus.COMPLETE.value
|
|
else:
|
|
self.status = SalesOrderStatus.SHIPPED.value
|
|
|
|
if self.shipment_date is None:
|
|
self.shipped_by = user
|
|
self.shipment_date = InvenTree.helpers.current_date()
|
|
|
|
self.save()
|
|
|
|
# Schedule pricing update for any referenced parts
|
|
for line in self.lines.all():
|
|
if line.part:
|
|
line.part.schedule_pricing_update(create=True)
|
|
|
|
trigger_event(SalesOrderEvents.COMPLETED, id=self.pk)
|
|
|
|
return True
|
|
|
|
@property
|
|
def can_cancel(self):
|
|
"""Return True if this order can be cancelled."""
|
|
return self.is_open
|
|
|
|
def _action_cancel(self, *args, **kwargs):
|
|
"""Cancel this order (only if it is "open").
|
|
|
|
Executes:
|
|
- Mark the order as 'cancelled'
|
|
- Delete any StockItems which have been allocated
|
|
"""
|
|
if not self.can_cancel:
|
|
return False
|
|
|
|
self.status = SalesOrderStatus.CANCELLED.value
|
|
self.save()
|
|
|
|
for line in self.lines.all():
|
|
for allocation in line.allocations.all():
|
|
allocation.delete()
|
|
|
|
trigger_event(SalesOrderEvents.CANCELLED, id=self.pk)
|
|
|
|
# Notify users that the order has been canceled
|
|
notify_responsible(
|
|
self,
|
|
SalesOrder,
|
|
exclude=self.created_by,
|
|
content=InvenTreeNotificationBodies.OrderCanceled,
|
|
extra_users=self.subscribed_users(),
|
|
)
|
|
|
|
return True
|
|
|
|
@transaction.atomic
|
|
def issue_order(self):
|
|
"""Attempt to transition to IN_PROGRESS status."""
|
|
return self.handle_transition(
|
|
self.status, SalesOrderStatus.IN_PROGRESS.value, self, self._action_place
|
|
)
|
|
|
|
@transaction.atomic
|
|
def ship_order(self, user, **kwargs):
|
|
"""Attempt to transition to SHIPPED status."""
|
|
return self.handle_transition(
|
|
self.status,
|
|
SalesOrderStatus.SHIPPED.value,
|
|
self,
|
|
self._action_complete,
|
|
user=user,
|
|
**kwargs,
|
|
)
|
|
|
|
@transaction.atomic
|
|
def complete_order(self, user, **kwargs):
|
|
"""Attempt to transition to COMPLETED status."""
|
|
return self.handle_transition(
|
|
self.status,
|
|
SalesOrderStatus.COMPLETED.value,
|
|
self,
|
|
self._action_complete,
|
|
user=user,
|
|
**kwargs,
|
|
)
|
|
|
|
@transaction.atomic
|
|
def hold_order(self):
|
|
"""Attempt to transition to ON_HOLD status."""
|
|
return self.handle_transition(
|
|
self.status, SalesOrderStatus.ON_HOLD.value, self, self._action_hold
|
|
)
|
|
|
|
@transaction.atomic
|
|
def cancel_order(self):
|
|
"""Attempt to transition to CANCELLED status."""
|
|
return self.handle_transition(
|
|
self.status, SalesOrderStatus.CANCELLED.value, self, self._action_cancel
|
|
)
|
|
|
|
# endregion
|
|
|
|
@property
|
|
def line_count(self):
|
|
"""Return the total number of lines associated with this order."""
|
|
return self.lines.count()
|
|
|
|
def completed_line_items(self):
|
|
"""Return a queryset of the completed line items for this order."""
|
|
return self.lines.filter(shipped__gte=F('quantity'))
|
|
|
|
def pending_line_items(self):
|
|
"""Return a queryset of the pending line items for this order.
|
|
|
|
Note: We exclude "virtual" parts here, as they do not get allocated
|
|
"""
|
|
return self.lines.filter(shipped__lt=F('quantity')).exclude(part__virtual=True)
|
|
|
|
@property
|
|
def completed_line_count(self):
|
|
"""Return the number of completed lines for this order."""
|
|
return self.completed_line_items().count()
|
|
|
|
@property
|
|
def pending_line_count(self):
|
|
"""Return the number of pending (incomplete) lines associated with this order."""
|
|
return self.pending_line_items().count()
|
|
|
|
def completed_shipments(self):
|
|
"""Return a queryset of the completed shipments for this order."""
|
|
return self.shipments.exclude(shipment_date=None)
|
|
|
|
def pending_shipments(self):
|
|
"""Return a queryset of the pending shipments for this order."""
|
|
return self.shipments.filter(shipment_date=None)
|
|
|
|
def allocations(self):
|
|
"""Return a queryset of all allocations for this order."""
|
|
return SalesOrderAllocation.objects.filter(line__order=self)
|
|
|
|
def pending_allocations(self):
|
|
"""Return a queryset of any pending allocations for this order.
|
|
|
|
Allocations are pending if:
|
|
|
|
a) They are not associated with a SalesOrderShipment
|
|
b) The linked SalesOrderShipment has not been shipped
|
|
"""
|
|
Q1 = Q(shipment=None)
|
|
Q2 = Q(shipment__shipment_date=None)
|
|
|
|
return self.allocations().filter(Q1 | Q2).distinct()
|
|
|
|
@property
|
|
def shipment_count(self):
|
|
"""Return the total number of shipments associated with this order."""
|
|
return self.shipments.count()
|
|
|
|
@property
|
|
def completed_shipment_count(self):
|
|
"""Return the number of completed shipments associated with this order."""
|
|
return self.completed_shipments().count()
|
|
|
|
@property
|
|
def pending_shipment_count(self):
|
|
"""Return the number of pending shipments associated with this order."""
|
|
return self.pending_shipments().count()
|
|
|
|
@property
|
|
def pending_allocation_count(self):
|
|
"""Return the number of pending (non-shipped) allocations."""
|
|
return self.pending_allocations().count()
|
|
|
|
|
|
@receiver(post_save, sender=SalesOrder, dispatch_uid='sales_order_post_save')
|
|
def after_save_sales_order(sender, instance: SalesOrder, created: bool, **kwargs):
|
|
"""Callback function to be executed after a SalesOrder is saved.
|
|
|
|
- If the SALESORDER_DEFAULT_SHIPMENT setting is enabled, create a default shipment
|
|
- Ignore if the database is not ready for access
|
|
- Ignore if data import is active
|
|
"""
|
|
if (
|
|
not InvenTree.ready.canAppAccessDatabase(allow_test=True)
|
|
or InvenTree.ready.isImportingData()
|
|
):
|
|
return
|
|
|
|
if created:
|
|
# A new SalesOrder has just been created
|
|
|
|
if get_global_setting('SALESORDER_DEFAULT_SHIPMENT'):
|
|
# Create default shipment
|
|
SalesOrderShipment.objects.create(order=instance, reference='1')
|
|
|
|
|
|
class OrderLineItem(InvenTree.models.InvenTreeMetadataModel):
|
|
"""Abstract model for an order line item.
|
|
|
|
Attributes:
|
|
quantity: Number of items
|
|
reference: Reference text (e.g. customer reference) for this line item
|
|
note: Annotation for the item
|
|
target_date: An (optional) date for expected shipment of this line item.
|
|
"""
|
|
|
|
class Meta:
|
|
"""Metaclass options. Abstract ensures no database table is created."""
|
|
|
|
abstract = True
|
|
|
|
def save(self, *args, **kwargs):
|
|
"""Custom save method for the OrderLineItem model.
|
|
|
|
Calls save method on the linked order
|
|
"""
|
|
if self.order and self.order.check_locked():
|
|
raise ValidationError({
|
|
'reference': _('The order is locked and cannot be modified')
|
|
})
|
|
|
|
update_order = kwargs.pop('update_order', True)
|
|
|
|
super().save(*args, **kwargs)
|
|
if update_order and self.order:
|
|
self.order.save()
|
|
|
|
def delete(self, *args, **kwargs):
|
|
"""Custom delete method for the OrderLineItem model.
|
|
|
|
Calls save method on the linked order
|
|
"""
|
|
if self.order and self.order.check_locked():
|
|
raise ValidationError({
|
|
'reference': _('The order is locked and cannot be modified')
|
|
})
|
|
|
|
super().delete(*args, **kwargs)
|
|
self.order.save()
|
|
|
|
quantity = RoundingDecimalField(
|
|
verbose_name=_('Quantity'),
|
|
help_text=_('Item quantity'),
|
|
default=1,
|
|
max_digits=15,
|
|
decimal_places=5,
|
|
validators=[MinValueValidator(0)],
|
|
)
|
|
|
|
@property
|
|
def total_line_price(self):
|
|
"""Return the total price for this line item."""
|
|
if self.price:
|
|
return self.quantity * self.price
|
|
|
|
reference = models.CharField(
|
|
max_length=100,
|
|
blank=True,
|
|
verbose_name=_('Reference'),
|
|
help_text=_('Line item reference'),
|
|
)
|
|
|
|
notes = models.CharField(
|
|
max_length=500,
|
|
blank=True,
|
|
verbose_name=_('Notes'),
|
|
help_text=_('Line item notes'),
|
|
)
|
|
|
|
link = InvenTreeURLField(
|
|
blank=True,
|
|
verbose_name=_('Link'),
|
|
help_text=_('Link to external page'),
|
|
max_length=2000,
|
|
)
|
|
|
|
target_date = models.DateField(
|
|
blank=True,
|
|
null=True,
|
|
verbose_name=_('Target Date'),
|
|
help_text=_(
|
|
'Target date for this line item (leave blank to use the target date from the order)'
|
|
),
|
|
)
|
|
|
|
|
|
class OrderExtraLine(OrderLineItem):
|
|
"""Abstract Model for a single ExtraLine in a Order.
|
|
|
|
Attributes:
|
|
price: The unit sale price for this OrderLineItem
|
|
"""
|
|
|
|
class Meta:
|
|
"""Metaclass options. Abstract ensures no database table is created."""
|
|
|
|
abstract = True
|
|
|
|
description = models.CharField(
|
|
max_length=250,
|
|
blank=True,
|
|
verbose_name=_('Description'),
|
|
help_text=_('Line item description (optional)'),
|
|
)
|
|
|
|
context = models.JSONField(
|
|
blank=True,
|
|
null=True,
|
|
verbose_name=_('Context'),
|
|
help_text=_('Additional context for this line'),
|
|
)
|
|
|
|
price = InvenTreeModelMoneyField(
|
|
max_digits=19,
|
|
decimal_places=6,
|
|
null=True,
|
|
blank=True,
|
|
allow_negative=True,
|
|
verbose_name=_('Price'),
|
|
help_text=_('Unit price'),
|
|
)
|
|
|
|
|
|
class PurchaseOrderLineItem(OrderLineItem):
|
|
"""Model for a purchase order line item.
|
|
|
|
Attributes:
|
|
order: Reference to a PurchaseOrder object
|
|
part: Reference to a SupplierPart object
|
|
received: Number of items received
|
|
purchase_price: Unit purchase price for this line item
|
|
build_order: Link to an external BuildOrder to be fulfilled by this line item
|
|
destination: Destination for received items
|
|
"""
|
|
|
|
class Meta:
|
|
"""Model meta options."""
|
|
|
|
verbose_name = _('Purchase Order Line Item')
|
|
|
|
# Filter for determining if a particular PurchaseOrderLineItem is overdue
|
|
OVERDUE_FILTER = (
|
|
Q(received__lt=F('quantity'))
|
|
& ~Q(target_date=None)
|
|
& Q(target_date__lt=InvenTree.helpers.current_date())
|
|
)
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the PurchaseOrderLineItem model."""
|
|
return reverse('api-po-line-list')
|
|
|
|
def clean(self):
|
|
"""Custom clean method for the PurchaseOrderLineItem model.
|
|
|
|
Ensure the supplier part matches the supplier
|
|
"""
|
|
super().clean()
|
|
|
|
if self.order.supplier and self.part:
|
|
# Supplier part *must* point to the same supplier!
|
|
if self.part.supplier != self.order.supplier:
|
|
raise ValidationError({'part': _('Supplier part must match supplier')})
|
|
|
|
if self.build_order:
|
|
if not self.build_order.external:
|
|
raise ValidationError({
|
|
'build_order': _('Build order must be marked as external')
|
|
})
|
|
|
|
if part := self.part.part:
|
|
if not part.assembly:
|
|
raise ValidationError({
|
|
'build_order': _(
|
|
'Build orders can only be linked to assembly parts'
|
|
)
|
|
})
|
|
|
|
if self.build_order.part != self.part.part:
|
|
raise ValidationError({
|
|
'build_order': _('Build order part must match line item part')
|
|
})
|
|
|
|
def __str__(self):
|
|
"""Render a string representation of a PurchaseOrderLineItem instance."""
|
|
return '{n} x {part} - {po}'.format(
|
|
n=decimal2string(self.quantity),
|
|
part=self.part.SKU if self.part else 'unknown part',
|
|
po=self.order,
|
|
)
|
|
|
|
order = models.ForeignKey(
|
|
PurchaseOrder,
|
|
on_delete=models.CASCADE,
|
|
related_name='lines',
|
|
verbose_name=_('Order'),
|
|
help_text=_('Purchase Order'),
|
|
)
|
|
|
|
def get_base_part(self):
|
|
"""Return the base part.Part object for the line item.
|
|
|
|
Note: Returns None if the SupplierPart is not set!
|
|
"""
|
|
if self.part is None:
|
|
return None
|
|
return self.part.part
|
|
|
|
part = models.ForeignKey(
|
|
SupplierPart,
|
|
on_delete=models.SET_NULL,
|
|
blank=False,
|
|
null=True,
|
|
related_name='purchase_order_line_items',
|
|
verbose_name=_('Part'),
|
|
help_text=_('Supplier part'),
|
|
)
|
|
|
|
received = models.DecimalField(
|
|
decimal_places=5,
|
|
max_digits=15,
|
|
default=0,
|
|
verbose_name=_('Received'),
|
|
help_text=_('Number of items received'),
|
|
)
|
|
|
|
purchase_price = InvenTreeModelMoneyField(
|
|
max_digits=19,
|
|
decimal_places=6,
|
|
null=True,
|
|
blank=True,
|
|
verbose_name=_('Purchase Price'),
|
|
help_text=_('Unit purchase price'),
|
|
)
|
|
|
|
@property
|
|
def price(self):
|
|
"""Return the 'purchase_price' field as 'price'."""
|
|
return self.purchase_price
|
|
|
|
build_order = models.ForeignKey(
|
|
'build.Build',
|
|
on_delete=models.SET_NULL,
|
|
blank=True,
|
|
related_name='external_line_items',
|
|
limit_choices_to={'external': True},
|
|
null=True,
|
|
verbose_name=_('Build Order'),
|
|
help_text=_('External Build Order to be fulfilled by this line item'),
|
|
)
|
|
|
|
destination = TreeForeignKey(
|
|
'stock.StockLocation',
|
|
on_delete=models.SET_NULL,
|
|
verbose_name=_('Destination'),
|
|
related_name='po_lines',
|
|
blank=True,
|
|
null=True,
|
|
help_text=_('Destination for received items'),
|
|
)
|
|
|
|
def get_destination(self):
|
|
"""Show where the line item is or should be placed.
|
|
|
|
NOTE: If a line item gets split when received, only an arbitrary
|
|
stock items location will be reported as the location for the
|
|
entire line.
|
|
"""
|
|
for item in stock.models.StockItem.objects.filter(
|
|
supplier_part=self.part, purchase_order=self.order
|
|
):
|
|
if item.location:
|
|
return item.location
|
|
if self.destination:
|
|
return self.destination
|
|
if self.part and self.part.part and self.part.part.default_location:
|
|
return self.part.part.default_location
|
|
|
|
def remaining(self):
|
|
"""Calculate the number of items remaining to be received."""
|
|
r = self.quantity - self.received
|
|
return max(r, 0)
|
|
|
|
def is_completed(self) -> bool:
|
|
"""Determine if this line item has been fully received."""
|
|
return self.received >= self.quantity
|
|
|
|
def update_pricing(self):
|
|
"""Update pricing information based on the supplier part data."""
|
|
if self.part:
|
|
price = self.part.get_price(
|
|
self.quantity, currency=self.purchase_price_currency
|
|
)
|
|
|
|
if price is None or self.quantity == 0:
|
|
return
|
|
|
|
self.purchase_price = Decimal(price) / Decimal(self.quantity)
|
|
self.save()
|
|
|
|
|
|
class PurchaseOrderExtraLine(OrderExtraLine):
|
|
"""Model for a single ExtraLine in a PurchaseOrder.
|
|
|
|
Attributes:
|
|
order: Link to the PurchaseOrder that this line belongs to
|
|
title: title of line
|
|
price: The unit price for this OrderLine
|
|
"""
|
|
|
|
class Meta:
|
|
"""Model meta options."""
|
|
|
|
verbose_name = _('Purchase Order Extra Line')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the PurchaseOrderExtraLine model."""
|
|
return reverse('api-po-extra-line-list')
|
|
|
|
order = models.ForeignKey(
|
|
PurchaseOrder,
|
|
on_delete=models.CASCADE,
|
|
related_name='extra_lines',
|
|
verbose_name=_('Order'),
|
|
help_text=_('Purchase Order'),
|
|
)
|
|
|
|
|
|
class SalesOrderLineItem(OrderLineItem):
|
|
"""Model for a single LineItem in a SalesOrder.
|
|
|
|
Attributes:
|
|
order: Link to the SalesOrder that this line item belongs to
|
|
part: Link to a Part object (may be null)
|
|
sale_price: The unit sale price for this OrderLineItem
|
|
shipped: The number of items which have actually shipped against this line item
|
|
"""
|
|
|
|
class Meta:
|
|
"""Model meta options."""
|
|
|
|
verbose_name = _('Sales Order Line Item')
|
|
|
|
# Filter for determining if a particular SalesOrderLineItem is overdue
|
|
OVERDUE_FILTER = (
|
|
Q(shipped__lt=F('quantity'))
|
|
& ~Q(target_date=None)
|
|
& Q(target_date__lt=InvenTree.helpers.current_date())
|
|
)
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the SalesOrderLineItem model."""
|
|
return reverse('api-so-line-list')
|
|
|
|
def clean(self):
|
|
"""Perform extra validation steps for this SalesOrderLineItem instance."""
|
|
super().clean()
|
|
|
|
if self.part:
|
|
if not self.part.salable:
|
|
raise ValidationError({
|
|
'part': _('Only salable parts can be assigned to a sales order')
|
|
})
|
|
|
|
order = models.ForeignKey(
|
|
SalesOrder,
|
|
on_delete=models.CASCADE,
|
|
related_name='lines',
|
|
verbose_name=_('Order'),
|
|
help_text=_('Sales Order'),
|
|
)
|
|
|
|
part = models.ForeignKey(
|
|
'part.Part',
|
|
on_delete=models.SET_NULL,
|
|
related_name='sales_order_line_items',
|
|
null=True,
|
|
verbose_name=_('Part'),
|
|
help_text=_('Part'),
|
|
limit_choices_to={'salable': True},
|
|
)
|
|
|
|
sale_price = InvenTreeModelMoneyField(
|
|
max_digits=19,
|
|
decimal_places=6,
|
|
null=True,
|
|
blank=True,
|
|
verbose_name=_('Sale Price'),
|
|
help_text=_('Unit sale price'),
|
|
)
|
|
|
|
@property
|
|
def price(self):
|
|
"""Return the 'sale_price' field as 'price'."""
|
|
return self.sale_price
|
|
|
|
shipped = RoundingDecimalField(
|
|
verbose_name=_('Shipped'),
|
|
help_text=_('Shipped quantity'),
|
|
default=0,
|
|
max_digits=15,
|
|
decimal_places=5,
|
|
validators=[MinValueValidator(0)],
|
|
)
|
|
|
|
def fulfilled_quantity(self):
|
|
"""Return the total stock quantity fulfilled against this line item."""
|
|
if not self.pk:
|
|
return 0
|
|
|
|
query = self.order.stock_items.filter(part=self.part).aggregate(
|
|
fulfilled=Coalesce(Sum('quantity'), Decimal(0))
|
|
)
|
|
|
|
return query['fulfilled']
|
|
|
|
def allocated_quantity(self):
|
|
"""Return the total stock quantity allocated to this LineItem.
|
|
|
|
This is a summation of the quantity of each attached StockItem
|
|
"""
|
|
if not self.pk:
|
|
return 0
|
|
|
|
query = self.allocations.aggregate(
|
|
allocated=Coalesce(Sum('quantity'), Decimal(0))
|
|
)
|
|
|
|
return query['allocated']
|
|
|
|
def is_fully_allocated(self):
|
|
"""Return True if this line item is fully allocated."""
|
|
# If the linked part is "virtual", then we cannot allocate stock against it
|
|
if self.part and self.part.virtual:
|
|
return True
|
|
|
|
if self.order.status == SalesOrderStatus.SHIPPED:
|
|
return self.fulfilled_quantity() >= self.quantity
|
|
|
|
return self.allocated_quantity() >= self.quantity
|
|
|
|
def is_overallocated(self):
|
|
"""Return True if this line item is over allocated."""
|
|
return self.allocated_quantity() > self.quantity
|
|
|
|
def is_completed(self):
|
|
"""Return True if this line item is completed (has been fully shipped)."""
|
|
# A "virtual" part is always considered to be "completed"
|
|
if self.part and self.part.virtual:
|
|
return True
|
|
|
|
return self.shipped >= self.quantity
|
|
|
|
|
|
class SalesOrderShipmentReportContext(report.mixins.BaseReportContext):
|
|
"""Context for the SalesOrderShipment model.
|
|
|
|
Attributes:
|
|
allocations: QuerySet of SalesOrderAllocation objects
|
|
order: The associated SalesOrder object
|
|
reference: Shipment reference string
|
|
shipment: The SalesOrderShipment object itself
|
|
tracking_number: Shipment tracking number string
|
|
title: Title for the report
|
|
"""
|
|
|
|
allocations: report.mixins.QuerySet['SalesOrderAllocation']
|
|
order: 'SalesOrder'
|
|
reference: str
|
|
shipment: 'SalesOrderShipment'
|
|
tracking_number: str
|
|
title: str
|
|
|
|
|
|
class SalesOrderShipment(
|
|
InvenTree.models.InvenTreeAttachmentMixin,
|
|
InvenTree.models.InvenTreeBarcodeMixin,
|
|
InvenTree.models.InvenTreeNotesMixin,
|
|
report.mixins.InvenTreeReportMixin,
|
|
InvenTree.models.MetadataMixin,
|
|
InvenTree.models.InvenTreeModel,
|
|
):
|
|
"""The SalesOrderShipment model represents a physical shipment made against a SalesOrder.
|
|
|
|
- Points to a single SalesOrder object
|
|
- Multiple SalesOrderAllocation objects point to a particular SalesOrderShipment
|
|
- When a given SalesOrderShipment is "shipped", stock items are removed from stock
|
|
|
|
Attributes:
|
|
order: SalesOrder reference
|
|
shipment_date: Date this shipment was "shipped" (or null)
|
|
checked_by: User reference field indicating who checked this order
|
|
reference: Custom reference text for this shipment (e.g. consignment number?)
|
|
notes: Custom notes field for this shipment
|
|
"""
|
|
|
|
@classmethod
|
|
def barcode_model_type_code(cls):
|
|
"""Return the associated barcode model type code for this model."""
|
|
return 'SS'
|
|
|
|
class Meta:
|
|
"""Metaclass defines extra model options."""
|
|
|
|
# Shipment reference must be unique for a given sales order
|
|
unique_together = ['order', 'reference']
|
|
verbose_name = _('Sales Order Shipment')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the SalesOrderShipment model."""
|
|
return reverse('api-so-shipment-list')
|
|
|
|
def report_context(self) -> SalesOrderShipmentReportContext:
|
|
"""Generate context data for the reporting interface."""
|
|
return {
|
|
'allocations': self.allocations,
|
|
'order': self.order,
|
|
'reference': self.reference,
|
|
'shipment': self,
|
|
'tracking_number': self.tracking_number,
|
|
'title': str(self),
|
|
}
|
|
|
|
order = models.ForeignKey(
|
|
SalesOrder,
|
|
on_delete=models.CASCADE,
|
|
blank=False,
|
|
null=False,
|
|
related_name='shipments',
|
|
verbose_name=_('Order'),
|
|
help_text=_('Sales Order'),
|
|
)
|
|
|
|
shipment_date = models.DateField(
|
|
null=True,
|
|
blank=True,
|
|
verbose_name=_('Shipment Date'),
|
|
help_text=_('Date of shipment'),
|
|
)
|
|
|
|
delivery_date = models.DateField(
|
|
null=True,
|
|
blank=True,
|
|
verbose_name=_('Delivery Date'),
|
|
help_text=_('Date of delivery of shipment'),
|
|
)
|
|
|
|
checked_by = models.ForeignKey(
|
|
User,
|
|
on_delete=models.SET_NULL,
|
|
blank=True,
|
|
null=True,
|
|
verbose_name=_('Checked By'),
|
|
help_text=_('User who checked this shipment'),
|
|
related_name='+',
|
|
)
|
|
|
|
reference = models.CharField(
|
|
max_length=100,
|
|
blank=False,
|
|
verbose_name=_('Shipment'),
|
|
help_text=_('Shipment number'),
|
|
default='1',
|
|
)
|
|
|
|
tracking_number = models.CharField(
|
|
max_length=100,
|
|
blank=True,
|
|
unique=False,
|
|
verbose_name=_('Tracking Number'),
|
|
help_text=_('Shipment tracking information'),
|
|
)
|
|
|
|
invoice_number = models.CharField(
|
|
max_length=100,
|
|
blank=True,
|
|
unique=False,
|
|
verbose_name=_('Invoice Number'),
|
|
help_text=_('Reference number for associated invoice'),
|
|
)
|
|
|
|
link = InvenTreeURLField(
|
|
blank=True,
|
|
verbose_name=_('Link'),
|
|
help_text=_('Link to external page'),
|
|
max_length=2000,
|
|
)
|
|
|
|
def is_complete(self):
|
|
"""Return True if this shipment has already been completed."""
|
|
return self.shipment_date is not None
|
|
|
|
def is_delivered(self):
|
|
"""Return True if this shipment has already been delivered."""
|
|
return self.delivery_date is not None
|
|
|
|
def check_can_complete(self, raise_error=True):
|
|
"""Check if this shipment is able to be completed."""
|
|
try:
|
|
if self.shipment_date:
|
|
# Shipment has already been sent!
|
|
raise ValidationError(_('Shipment has already been sent'))
|
|
|
|
if self.allocations.count() == 0:
|
|
raise ValidationError(_('Shipment has no allocated stock items'))
|
|
|
|
except ValidationError as e:
|
|
if raise_error:
|
|
raise e
|
|
else:
|
|
return False
|
|
|
|
return True
|
|
|
|
@transaction.atomic
|
|
def complete_shipment(self, user, **kwargs):
|
|
"""Complete this particular shipment.
|
|
|
|
Executes:
|
|
1. Update any stock items associated with this shipment
|
|
2. Update the "shipped" quantity of all associated line items
|
|
3. Set the "shipment_date" to now
|
|
"""
|
|
import order.tasks
|
|
|
|
# Check if the shipment can be completed (throw error if not)
|
|
self.check_can_complete()
|
|
|
|
# Update the "shipment" date
|
|
self.shipment_date = kwargs.get(
|
|
'shipment_date', InvenTree.helpers.current_date()
|
|
)
|
|
self.shipped_by = user
|
|
|
|
# Was a tracking number provided?
|
|
tracking_number = kwargs.get('tracking_number')
|
|
|
|
if tracking_number is not None:
|
|
self.tracking_number = tracking_number
|
|
|
|
# Was an invoice number provided?
|
|
invoice_number = kwargs.get('invoice_number')
|
|
|
|
if invoice_number is not None:
|
|
self.invoice_number = invoice_number
|
|
|
|
# Was a link provided?
|
|
link = kwargs.get('link')
|
|
|
|
if link is not None:
|
|
self.link = link
|
|
|
|
# Was a delivery date provided?
|
|
delivery_date = kwargs.get('delivery_date')
|
|
|
|
if delivery_date is not None:
|
|
self.delivery_date = delivery_date
|
|
|
|
self.save()
|
|
|
|
# Offload the "completion" of each line item to the background worker
|
|
# This may take some time, and we don't want to block the main thread
|
|
InvenTree.tasks.offload_task(
|
|
order.tasks.complete_sales_order_shipment,
|
|
shipment_id=self.pk,
|
|
user_id=user.pk if user else None,
|
|
group='sales_order',
|
|
)
|
|
|
|
trigger_event(SalesOrderEvents.SHIPMENT_COMPLETE, id=self.pk)
|
|
|
|
|
|
class SalesOrderExtraLine(OrderExtraLine):
|
|
"""Model for a single ExtraLine in a SalesOrder.
|
|
|
|
Attributes:
|
|
order: Link to the SalesOrder that this line belongs to
|
|
title: title of line
|
|
price: The unit price for this OrderLine
|
|
"""
|
|
|
|
class Meta:
|
|
"""Model meta options."""
|
|
|
|
verbose_name = _('Sales Order Extra Line')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the SalesOrderExtraLine model."""
|
|
return reverse('api-so-extra-line-list')
|
|
|
|
order = models.ForeignKey(
|
|
SalesOrder,
|
|
on_delete=models.CASCADE,
|
|
related_name='extra_lines',
|
|
verbose_name=_('Order'),
|
|
help_text=_('Sales Order'),
|
|
)
|
|
|
|
|
|
class SalesOrderAllocation(models.Model):
|
|
"""This model is used to 'allocate' stock items to a SalesOrder. Items that are "allocated" to a SalesOrder are not yet "attached" to the order, but they will be once the order is fulfilled.
|
|
|
|
Attributes:
|
|
line: SalesOrderLineItem reference
|
|
shipment: SalesOrderShipment reference
|
|
item: StockItem reference
|
|
quantity: Quantity to take from the StockItem
|
|
"""
|
|
|
|
class Meta:
|
|
"""Model meta options."""
|
|
|
|
verbose_name = _('Sales Order Allocation')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the SalesOrderAllocation model."""
|
|
return reverse('api-so-allocation-list')
|
|
|
|
def clean(self):
|
|
"""Validate the SalesOrderAllocation object.
|
|
|
|
Executes:
|
|
- Cannot allocate stock to a line item without a part reference
|
|
- The referenced part must match the part associated with the line item
|
|
- Allocated quantity cannot exceed the quantity of the stock item
|
|
- Allocation quantity must be "1" if the StockItem is serialized
|
|
- Allocation quantity cannot be zero
|
|
"""
|
|
super().clean()
|
|
|
|
errors = {}
|
|
|
|
try:
|
|
if not self.item:
|
|
raise ValidationError({'item': _('Stock item has not been assigned')})
|
|
except stock.models.StockItem.DoesNotExist:
|
|
raise ValidationError({'item': _('Stock item has not been assigned')})
|
|
|
|
try:
|
|
if self.line.part != self.item.part:
|
|
variants = self.line.part.get_descendants(include_self=True)
|
|
if self.line.part not in variants:
|
|
errors['item'] = _(
|
|
'Cannot allocate stock item to a line with a different part'
|
|
)
|
|
except PartModels.Part.DoesNotExist:
|
|
errors['line'] = _('Cannot allocate stock to a line without a part')
|
|
|
|
if self.quantity > self.item.quantity:
|
|
errors['quantity'] = _('Allocation quantity cannot exceed stock quantity')
|
|
|
|
# Ensure that we do not 'over allocate' a stock item
|
|
build_allocation_count = self.item.build_allocation_count()
|
|
sales_allocation_count = self.item.sales_order_allocation_count(
|
|
exclude_allocations={'pk': self.pk}
|
|
)
|
|
|
|
total_allocation = (
|
|
build_allocation_count + sales_allocation_count + self.quantity
|
|
)
|
|
|
|
if total_allocation > self.item.quantity:
|
|
errors['quantity'] = _('Stock item is over-allocated')
|
|
|
|
if self.quantity <= 0:
|
|
errors['quantity'] = _('Allocation quantity must be greater than zero')
|
|
|
|
if self.item.serial and self.quantity != 1:
|
|
errors['quantity'] = _('Quantity must be 1 for serialized stock item')
|
|
|
|
if self.shipment and self.line.order != self.shipment.order:
|
|
errors['line'] = _('Sales order does not match shipment')
|
|
errors['shipment'] = _('Shipment does not match sales order')
|
|
|
|
if len(errors) > 0:
|
|
raise ValidationError(errors)
|
|
|
|
line = models.ForeignKey(
|
|
SalesOrderLineItem,
|
|
on_delete=models.CASCADE,
|
|
verbose_name=_('Line'),
|
|
related_name='allocations',
|
|
)
|
|
|
|
shipment = models.ForeignKey(
|
|
SalesOrderShipment,
|
|
on_delete=models.CASCADE,
|
|
null=True,
|
|
blank=True,
|
|
related_name='allocations',
|
|
verbose_name=_('Shipment'),
|
|
help_text=_('Sales order shipment reference'),
|
|
)
|
|
|
|
item = models.ForeignKey(
|
|
'stock.StockItem',
|
|
on_delete=models.CASCADE,
|
|
related_name='sales_order_allocations',
|
|
limit_choices_to={
|
|
'part__salable': True,
|
|
'part__virtual': False,
|
|
'belongs_to': None,
|
|
'sales_order': None,
|
|
},
|
|
verbose_name=_('Item'),
|
|
help_text=_('Select stock item to allocate'),
|
|
)
|
|
|
|
quantity = RoundingDecimalField(
|
|
max_digits=15,
|
|
decimal_places=5,
|
|
validators=[MinValueValidator(0)],
|
|
default=1,
|
|
verbose_name=_('Quantity'),
|
|
help_text=_('Enter stock allocation quantity'),
|
|
)
|
|
|
|
def get_location(self):
|
|
"""Return the <pk> value of the location associated with this allocation."""
|
|
return self.item.location.id if self.item.location else None
|
|
|
|
def get_po(self):
|
|
"""Return the PurchaseOrder associated with this allocation."""
|
|
return self.item.purchase_order
|
|
|
|
def complete_allocation(self, user):
|
|
"""Complete this allocation (called when the parent SalesOrder is marked as "shipped").
|
|
|
|
Executes:
|
|
- Determine if the referenced StockItem needs to be "split" (if allocated quantity != stock quantity)
|
|
- Mark the StockItem as belonging to the Customer (this will remove it from stock)
|
|
"""
|
|
order = self.line.order
|
|
|
|
item = self.item.allocateToCustomer(
|
|
order.customer, quantity=self.quantity, order=order, user=user
|
|
)
|
|
|
|
# Update the 'shipped' quantity
|
|
self.line.shipped += self.quantity
|
|
self.line.save()
|
|
|
|
# Update our own reference to the StockItem
|
|
# (It may have changed if the stock was split)
|
|
self.item = item
|
|
self.save()
|
|
|
|
|
|
class ReturnOrder(TotalPriceMixin, Order):
|
|
"""A ReturnOrder represents goods returned from a customer, e.g. an RMA or warranty.
|
|
|
|
Attributes:
|
|
customer: Reference to the customer
|
|
sales_order: Reference to an existing SalesOrder (optional)
|
|
status: The status of the order (refer to status_codes.ReturnOrderStatus)
|
|
"""
|
|
|
|
REFERENCE_PATTERN_SETTING = 'RETURNORDER_REFERENCE_PATTERN'
|
|
REQUIRE_RESPONSIBLE_SETTING = 'RETURNORDER_REQUIRE_RESPONSIBLE'
|
|
STATUS_CLASS = ReturnOrderStatus
|
|
UNLOCK_SETTING = 'RETURNORDER_EDIT_COMPLETED_ORDERS'
|
|
|
|
class Meta:
|
|
"""Model meta options."""
|
|
|
|
verbose_name = _('Return Order')
|
|
|
|
def clean_line_item(self, line):
|
|
"""Clean a line item for this ReturnOrder."""
|
|
super().clean_line_item(line)
|
|
line.received_date = None
|
|
line.outcome = ReturnOrderLineStatus.PENDING.value
|
|
|
|
def report_context(self) -> ReturnOrderReportContext:
|
|
"""Generate report context data for this ReturnOrder."""
|
|
return {**super().report_context(), 'customer': self.customer}
|
|
|
|
def get_absolute_url(self):
|
|
"""Get the 'web' URL for this order."""
|
|
return pui_url(f'/sales/return-order/{self.pk}')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the ReturnOrder model."""
|
|
return reverse('api-return-order-list')
|
|
|
|
@classmethod
|
|
def get_status_class(cls):
|
|
"""Return the ReturnOrderStatus class."""
|
|
return ReturnOrderStatusGroups
|
|
|
|
@classmethod
|
|
def api_defaults(cls, request=None):
|
|
"""Return default values for this model when issuing an API OPTIONS request."""
|
|
defaults = {
|
|
'reference': order.validators.generate_next_return_order_reference()
|
|
}
|
|
|
|
return defaults
|
|
|
|
@classmethod
|
|
def barcode_model_type_code(cls):
|
|
"""Return the associated barcode model type code for this model."""
|
|
return 'RO'
|
|
|
|
def subscribed_users(self) -> list[User]:
|
|
"""Return a list of users subscribed to this ReturnOrder.
|
|
|
|
By this, we mean users to are interested in any of the parts associated with this order.
|
|
"""
|
|
subscribed_users = set()
|
|
|
|
for line in self.lines.all():
|
|
if line.item and line.item.part:
|
|
# Add the part to the list of subscribed users
|
|
for user in line.item.part.get_subscribers():
|
|
subscribed_users.add(user)
|
|
|
|
return list(subscribed_users)
|
|
|
|
def __str__(self):
|
|
"""Render a string representation of this ReturnOrder."""
|
|
return f'{self.reference} - {self.customer.name if self.customer else _("no customer")}'
|
|
|
|
reference = models.CharField(
|
|
unique=True,
|
|
max_length=64,
|
|
blank=False,
|
|
verbose_name=_('Reference'),
|
|
help_text=_('Return Order reference'),
|
|
default=order.validators.generate_next_return_order_reference,
|
|
validators=[order.validators.validate_return_order_reference],
|
|
)
|
|
|
|
customer = models.ForeignKey(
|
|
Company,
|
|
on_delete=models.SET_NULL,
|
|
null=True,
|
|
limit_choices_to={'is_customer': True},
|
|
related_name='sales_orders',
|
|
verbose_name=_('Customer'),
|
|
help_text=_('Company from which items are being returned'),
|
|
)
|
|
|
|
@property
|
|
def company(self):
|
|
"""Accessor helper for Order base class."""
|
|
return self.customer
|
|
|
|
status = InvenTreeCustomStatusModelField(
|
|
default=ReturnOrderStatus.PENDING.value,
|
|
choices=ReturnOrderStatus.items(),
|
|
status_class=ReturnOrderStatus,
|
|
verbose_name=_('Status'),
|
|
help_text=_('Return order status'),
|
|
)
|
|
|
|
customer_reference = models.CharField(
|
|
max_length=64,
|
|
blank=True,
|
|
verbose_name=_('Customer Reference '),
|
|
help_text=_('Customer order reference code'),
|
|
)
|
|
|
|
complete_date = models.DateField(
|
|
blank=True,
|
|
null=True,
|
|
verbose_name=_('Completion Date'),
|
|
help_text=_('Date order was completed'),
|
|
)
|
|
|
|
# region state changes
|
|
@property
|
|
def is_pending(self):
|
|
"""Return True if this order is pending."""
|
|
return self.status == ReturnOrderStatus.PENDING
|
|
|
|
@property
|
|
def is_open(self):
|
|
"""Return True if this order is outstanding."""
|
|
return self.status in ReturnOrderStatusGroups.OPEN
|
|
|
|
@property
|
|
def is_received(self):
|
|
"""Return True if this order is fully received."""
|
|
return not self.lines.filter(received_date=None).exists()
|
|
|
|
@property
|
|
def can_hold(self):
|
|
"""Return True if this order can be placed on hold."""
|
|
return self.status in [
|
|
ReturnOrderStatus.PENDING.value,
|
|
ReturnOrderStatus.IN_PROGRESS.value,
|
|
]
|
|
|
|
def _action_hold(self, *args, **kwargs):
|
|
"""Mark this order as 'on hold' (if allowed)."""
|
|
if self.can_hold:
|
|
self.status = ReturnOrderStatus.ON_HOLD.value
|
|
self.save()
|
|
|
|
trigger_event(ReturnOrderEvents.HOLD, id=self.pk)
|
|
|
|
@property
|
|
def can_cancel(self):
|
|
"""Return True if this order can be cancelled."""
|
|
return self.status in ReturnOrderStatusGroups.OPEN
|
|
|
|
def _action_cancel(self, *args, **kwargs):
|
|
"""Cancel this ReturnOrder (if not already cancelled)."""
|
|
if self.can_cancel:
|
|
self.status = ReturnOrderStatus.CANCELLED.value
|
|
self.save()
|
|
|
|
trigger_event(ReturnOrderEvents.CANCELLED, id=self.pk)
|
|
|
|
# Notify users that the order has been canceled
|
|
notify_responsible(
|
|
self,
|
|
ReturnOrder,
|
|
exclude=self.created_by,
|
|
content=InvenTreeNotificationBodies.OrderCanceled,
|
|
extra_users=self.subscribed_users(),
|
|
)
|
|
|
|
def _action_complete(self, *args, **kwargs):
|
|
"""Complete this ReturnOrder (if not already completed)."""
|
|
if self.status == ReturnOrderStatus.IN_PROGRESS.value:
|
|
self.status = ReturnOrderStatus.COMPLETE.value
|
|
self.complete_date = InvenTree.helpers.current_date()
|
|
self.save()
|
|
|
|
trigger_event(ReturnOrderEvents.COMPLETED, id=self.pk)
|
|
|
|
def place_order(self):
|
|
"""Deprecated version of 'issue_order."""
|
|
self.issue_order()
|
|
|
|
@property
|
|
def can_issue(self):
|
|
"""Return True if this order can be issued."""
|
|
return self.status in [
|
|
ReturnOrderStatus.PENDING.value,
|
|
ReturnOrderStatus.ON_HOLD.value,
|
|
]
|
|
|
|
def _action_place(self, *args, **kwargs):
|
|
"""Issue this ReturnOrder (if currently pending)."""
|
|
if self.can_issue:
|
|
self.status = ReturnOrderStatus.IN_PROGRESS.value
|
|
self.issue_date = InvenTree.helpers.current_date()
|
|
self.save()
|
|
|
|
trigger_event(ReturnOrderEvents.ISSUED, id=self.pk)
|
|
|
|
# Notify users that the order has been placed
|
|
notify_responsible(
|
|
self,
|
|
ReturnOrder,
|
|
exclude=self.created_by,
|
|
content=InvenTreeNotificationBodies.NewOrder,
|
|
extra_users=self.subscribed_users(),
|
|
)
|
|
|
|
@transaction.atomic
|
|
def hold_order(self):
|
|
"""Attempt to transition to ON_HOLD status."""
|
|
return self.handle_transition(
|
|
self.status, ReturnOrderStatus.ON_HOLD.value, self, self._action_hold
|
|
)
|
|
|
|
@transaction.atomic
|
|
def issue_order(self):
|
|
"""Attempt to transition to IN_PROGRESS status."""
|
|
return self.handle_transition(
|
|
self.status, ReturnOrderStatus.IN_PROGRESS.value, self, self._action_place
|
|
)
|
|
|
|
@transaction.atomic
|
|
def complete_order(self):
|
|
"""Attempt to transition to COMPLETE status."""
|
|
return self.handle_transition(
|
|
self.status, ReturnOrderStatus.COMPLETE.value, self, self._action_complete
|
|
)
|
|
|
|
@transaction.atomic
|
|
def cancel_order(self):
|
|
"""Attempt to transition to CANCELLED status."""
|
|
return self.handle_transition(
|
|
self.status, ReturnOrderStatus.CANCELLED.value, self, self._action_cancel
|
|
)
|
|
|
|
# endregion
|
|
|
|
@transaction.atomic
|
|
def receive_line_item(self, line, location, user, **kwargs):
|
|
"""Receive a line item against this ReturnOrder.
|
|
|
|
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:
|
|
logger.warning('receive_line_item called with item already returned')
|
|
return
|
|
|
|
stock_item = line.item
|
|
|
|
if not stock_item.serialized and line.quantity < stock_item.quantity:
|
|
# Split the stock item if we are returning less than the full quantity
|
|
stock_item = stock_item.splitStock(line.quantity, user=user)
|
|
|
|
# Update the line item to point to the *new* stock item
|
|
line.item = stock_item
|
|
line.save()
|
|
|
|
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 = status
|
|
stock_item.location = location
|
|
stock_item.customer = None
|
|
stock_item.sales_order = None
|
|
stock_item.save(add_note=False)
|
|
stock_item.clearAllocations()
|
|
|
|
# Add a tracking entry to the StockItem
|
|
stock_item.add_tracking_entry(
|
|
StockHistoryCode.RETURNED_AGAINST_RETURN_ORDER,
|
|
user,
|
|
notes=kwargs.get('note', ''),
|
|
deltas=deltas,
|
|
location=location,
|
|
returnorder=self,
|
|
)
|
|
|
|
# Update the LineItem
|
|
line.received_date = InvenTree.helpers.current_date()
|
|
line.save()
|
|
|
|
trigger_event(ReturnOrderEvents.RECEIVED, id=self.pk, line_item_id=line.pk)
|
|
|
|
# Notify responsible users
|
|
notify_responsible(
|
|
self,
|
|
ReturnOrder,
|
|
exclude=user,
|
|
content=InvenTreeNotificationBodies.ReturnOrderItemsReceived,
|
|
extra_users=line.item.part.get_subscribers(),
|
|
)
|
|
|
|
|
|
class ReturnOrderLineItem(StatusCodeMixin, OrderLineItem):
|
|
"""Model for a single LineItem in a ReturnOrder."""
|
|
|
|
STATUS_CLASS = ReturnOrderLineStatus
|
|
STATUS_FIELD = 'outcome'
|
|
|
|
class Meta:
|
|
"""Metaclass options for this model."""
|
|
|
|
verbose_name = _('Return Order Line Item')
|
|
unique_together = [('order', 'item')]
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with this model."""
|
|
return reverse('api-return-order-line-list')
|
|
|
|
def clean(self):
|
|
"""Perform extra validation steps for the ReturnOrderLineItem model."""
|
|
super().clean()
|
|
|
|
if not self.item:
|
|
raise ValidationError({'item': _('Stock item must be specified')})
|
|
|
|
if self.quantity > self.item.quantity:
|
|
raise ValidationError({
|
|
'quantity': _('Return quantity exceeds stock quantity')
|
|
})
|
|
|
|
if self.quantity <= 0:
|
|
raise ValidationError({
|
|
'quantity': _('Return quantity must be greater than zero')
|
|
})
|
|
|
|
if self.item.serialized and self.quantity != 1:
|
|
raise ValidationError({
|
|
'quantity': _('Invalid quantity for serialized stock item')
|
|
})
|
|
|
|
order = models.ForeignKey(
|
|
ReturnOrder,
|
|
on_delete=models.CASCADE,
|
|
related_name='lines',
|
|
verbose_name=_('Order'),
|
|
help_text=_('Return Order'),
|
|
)
|
|
|
|
item = models.ForeignKey(
|
|
stock.models.StockItem,
|
|
on_delete=models.CASCADE,
|
|
related_name='return_order_lines',
|
|
verbose_name=_('Item'),
|
|
help_text=_('Select item to return from customer'),
|
|
)
|
|
|
|
quantity = models.DecimalField(
|
|
verbose_name=('Quantity'),
|
|
help_text=('Quantity to return'),
|
|
max_digits=15,
|
|
decimal_places=5,
|
|
validators=[MinValueValidator(0)],
|
|
default=1,
|
|
)
|
|
|
|
received_date = models.DateField(
|
|
null=True,
|
|
blank=True,
|
|
verbose_name=_('Received Date'),
|
|
help_text=_('The date this this return item was received'),
|
|
)
|
|
|
|
@property
|
|
def received(self):
|
|
"""Return True if this item has been received."""
|
|
return self.received_date is not None
|
|
|
|
outcome = InvenTreeCustomStatusModelField(
|
|
default=ReturnOrderLineStatus.PENDING.value,
|
|
choices=ReturnOrderLineStatus.items(),
|
|
status_class=ReturnOrderLineStatus,
|
|
verbose_name=_('Outcome'),
|
|
help_text=_('Outcome for this line item'),
|
|
)
|
|
|
|
price = InvenTreeModelMoneyField(
|
|
null=True,
|
|
blank=True,
|
|
verbose_name=_('Price'),
|
|
help_text=_('Cost associated with return or repair for this line item'),
|
|
)
|
|
|
|
|
|
class ReturnOrderExtraLine(OrderExtraLine):
|
|
"""Model for a single ExtraLine in a ReturnOrder."""
|
|
|
|
class Meta:
|
|
"""Metaclass options for this model."""
|
|
|
|
verbose_name = _('Return Order Extra Line')
|
|
|
|
@staticmethod
|
|
def get_api_url():
|
|
"""Return the API URL associated with the ReturnOrderExtraLine model."""
|
|
return reverse('api-return-order-extra-line-list')
|
|
|
|
order = models.ForeignKey(
|
|
ReturnOrder,
|
|
on_delete=models.CASCADE,
|
|
related_name='extra_lines',
|
|
verbose_name=_('Order'),
|
|
help_text=_('Return Order'),
|
|
)
|