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mirror of https://github.com/inventree/InvenTree.git synced 2025-04-29 03:56:43 +00:00
Oliver 6ba777d363
Build Order Updates (#4855)
* Add new BuildLine model

- Represents an instance of a BOM item against a BuildOrder

* Create BuildLine instances automatically

When a new Build is created, automatically generate new BuildLine items

* Improve logic for handling exchange rate backends

* logic fixes

* Adds API endpoints

Add list and detail API endpoints for new BuildLine model

* update users/models.py

- Add new model to roles definition

* bulk-create on auto_allocate

Save database hits by performing a bulk-create

* Add skeleton data migration

* Create BuildLines for existing orders

* Working on building out BuildLine table

* Adds link for "BuildLine" to "BuildItem"

- A "BuildItem" will now be tracked against a BuildLine
- Not tracked directly against a build
- Not tracked directly against a BomItem
- Add schema migration
- Add data migration to update links

* Adjust migration 0045

- bom_item and build fields are about to be removed
- Set them to "nullable" so the data doesn't get removed

* Remove old fields from BuildItem model

- build fk
- bom_item fk
- A lot of other required changes too

* Update BuildLine.bom_item field

- Delete the BuildLine if the BomItem is removed
- This is closer to current behaviour

* Cleanup for Build model

- tracked_bom_items -> tracked_line_items
- untracked_bom_items -> tracked_bom_items
- remove build.can_complete
- move bom_item specific methods to the BuildLine model
- Cleanup / consolidation

* front-end work

- Update javascript
- Cleanup HTML templates

* Add serializer annotation and filtering

- Annotate 'allocated' quantity
- Filter by allocated / trackable / optional / consumable

* Make table sortable

* Add buttons

* Add callback for building new stock

* Fix Part annotation

* Adds callback to order parts

* Allocation works again

* template cleanup

* Fix allocate / unallocate actions

- Also turns out "unallocate" is not a word..

* auto-allocate works again

* Fix call to build.is_over_allocated

* Refactoring updates

* Bump API version

* Cleaner implementation of allocation sub-table

* Fix rendering in build output table

* Improvements to StockItem list API

- Refactor very old code
- Add option to include test results to queryset

* Add TODO for later me

* Fix for serializers.py

* Working on cleaner implementation of build output table

* Add function to determine if a single output is fully allocated

* Updates to build.js

- Button callbacks
- Table rendering

* Revert previous changes to build.serializers.py

* Fix for forms.js

* Rearrange code in build.js

* Rebuild "allocated lines" for output table

* Fix allocation calculation

* Show or hide column for tracked parts

* Improve debug messages

* Refactor "loadBuildLineTable"

- Allow it to also be used as output sub-table

* Refactor "completed tests" column

* Remove old javascript

- Cleans up a *lot* of crusty old code

* Annotate the available stock quantity to BuildLine serializer

- Similar pattern to BomItem serializer
- Needs refactoring in the future

* Update available column

* Fix build allocation table

- Bug fix
- Make pretty

* linting fixes

* Allow sorting by available stock

* Tweak for "required tests" column

* Bug fix for completing a build output

* Fix for consumable stock

* Fix for trim_allocated_stock

* Fix for creating new build

* Migration fix

- Ensure initial django_q migrations are applied
- Why on earth is this failing now?

* Catch exception

* Update for exception handling

* Update migrations

- Ensure inventreesetting is added

* Catch all exceptions when getting default currency code

* Bug fix for currency exchange rates update

* Working on unit tests

* Unit test fixes

* More work on unit tests

* Use bulk_create in unit test

* Update required quantity when a BuildOrder is saved

* Tweak overage display in BOM table

* Fix icon in BOM table

* Fix spelling error

* More unit test fixes

* Build reports

- Add line_items
- Update docs
- Cleanup

* Reimplement is_partially_allocated method

* Update docs about overage

* Unit testing for data migration

* Add "required_for_build_orders" annotation

- Makes API query *much* faster now
- remove old "required_parts_to_complete_build" method
- Cleanup part API filter code

* Adjust order of fixture loading

* Fix unit test

* Prevent "schedule_pricing_update" in unit tests

- Should cut down on DB hits significantly

* Unit test updates

* Improvements for unit test

- Don't hard-code pk values
- postgresql no likey

* Better unit test
2023-06-13 20:18:32 +10:00

325 lines
11 KiB
Markdown

---
title: Build Order Report
---
## Build Order Report
Custom build order reports may be generated against any given [Build Order](../build/build.md). For example, build order reports can be used to generate work orders.
### Build Filters
A build order report template may define a set of filters against which [Build Order](../build/build.md) items are sorted.
### Context Variables
In addition to the default report context variables, the following context variables are made available to the build order report template for rendering:
| Variable | Description |
| --- | --- |
| build | The build object the report is being generated against |
| part | The [Part](./context_variables.md#part) object that the build references |
| line_items | A shortcut for [build.line_items](#build) |
| bom_items | A shortcut for [build.bom_items](#build) |
| build_outputs | A shortcut for [build.build_outputs](#build) |
| reference | The build order reference string |
| quantity | Build order quantity (number of assemblies being built) |
#### build
The following variables are accessed by build.variable
| Variable | Description |
| --- | --- |
| active | Boolean that tells if the build is active |
| batch | Batch code transferred to build parts (optional) |
| line_items | A query set with all the build line items associated with the build |
| bom_items | A query set with all BOM items for the part being assembled |
| build_outputs | A queryset containing all build output ([Stock Item](../stock/stock.md)) objects associated with this build |
| can_complete | Boolean that tells if the build can be completed. Means: All material allocated and all parts have been build. |
| are_untracked_parts_allocated | Boolean that tells if all bom_items have allocated stock_items. |
| creation_date | Date where the build has been created |
| completion_date | Date the build was completed (or, if incomplete, the expected date of completion) |
| completed_by | The [User](./context_variables.md#user) that completed the build |
| is_overdue | Boolean that tells if the build is overdue |
| is_complete | Boolean that tells if the build is complete |
| issued_by | The [User](./context_variables.md#user) who created the build |
| link | External URL for extra information |
| notes | Text notes |
| parent | Reference to a parent build object if this is a sub build |
| part | The [Part](./context_variables.md#part) to be built (from component BOM items) |
| quantity | Build order quantity (total number of assembly outputs) |
| completed | The number out outputs which have been completed |
| reference | Build order reference (required, must be unique) |
| required_parts | A query set with all parts that are required for the build |
| responsible | Owner responsible for completing the build. This can be a user or a group. Depending on that further context variables differ |
| sales_order | References to a [Sales Order](./context_variables.md#salesorder) object for which this build is required (e.g. the output of this build will be used to fulfil a sales order) |
| status | The status of the build. 20 means 'Production' |
| sub_build_count | Number of sub builds |
| sub_builds | Query set with all sub builds |
| target_date | Date the build will be overdue |
| take_from | [StockLocation](./context_variables.md#stocklocation) to take stock from to make this build (if blank, can take from anywhere) |
| title | The full name of the build |
| description | The description of the build |
| allocated_stock.all | A query set with all allocated stock items for the build |
As usual items in a query sets can be selected by adding a .n to the set e.g. build.required_parts.0
will result in the first part of the list. Each query set has again its own context variables.
#### line_items
The `line_items` variable is a list of all build line items associated with the selected build. The following attributes are available for each individual line_item instance:
| Attribute | Description |
| --- | --- |
| .build | A reference back to the parent build order |
| .bom_item | A reference to the BOMItem which defines this line item |
| .quantity | The required quantity which is to be allocated against this line item |
| .part | A shortcut for .bom_item.sub_part |
| .allocations | A list of BuildItem objects which allocate stock items against this line item |
| .allocated_quantity | The total stock quantity which has been allocated against this line |
| .unallocated_quantity | The remaining quantity to allocate |
| .is_fully_allocated | Boolean value, returns True if the line item has sufficient stock allocated against it |
| .is_overallocated | Boolean value, returns True if the line item has more allocated stock than is required |
#### bom_items
| Attribute | Description |
| --- | --- |
| .reference | The reference designators of the components |
| .quantity | The number of components required to build |
| .overage | The extra amount required to assembly |
| .consumable | Boolean field, True if this is a "consumable" part which is not tracked through builds |
| .sub_part | The part at this position |
| .substitutes.all | A query set with all allowed substitutes for that part |
| .note | Extra text field which can contain additional information |
#### allocated_stock.all
| Attribute | Description |
| --- | --- |
| .bom_item | The bom item where this part belongs to |
| .stock_item | The allocated [StockItem](./context_variables.md#stockitem) |
| .quantity | The number of components needed for the build (components in BOM x parts to build) |
### Example
The following example will create a report with header and BOM. In the BOM table substitutes will be listed.
{% raw %}
```html
{% extends "report/inventree_report_base.html" %}
{% load i18n %}
{% load report %}
{% load barcode %}
{% load inventree_extras %}
{% load markdownify %}
{% block page_margin %}
margin: 2cm;
margin-top: 4cm;
{% endblock %}
{% block style %}
.header-right {
text-align: right;
float: right;
}
.logo {
height: 20mm;
vertical-align: middle;
}
.details {
width: 100%;
border: 1px solid;
border-radius: 3px;
padding: 5px;
min-height: 42mm;
}
.details table {
overflow-wrap: break-word;
word-wrap: break-word;
width: 65%;
table-layout: fixed;
font-size: 75%;
}
.changes table {
overflow-wrap: break-word;
word-wrap: break-word;
width: 100%;
table-layout: fixed;
font-size: 75%;
border: 1px solid;
}
.changes-table th {
font-size: 100%;
border: 1px solid;
}
.changes-table td {
border: 1px solid;
}
.details table td:not(:last-child){
white-space: nowrap;
}
.details table td:last-child{
width: 50%;
padding-left: 1cm;
padding-right: 1cm;
}
.details-table td {
padding-left: 10px;
padding-top: 5px;
padding-bottom: 5px;
border-bottom: 1px solid #555;
}
{% endblock %}
{% block bottom_left %}
content: "v{{report_revision}} - {{ date.isoformat }}";
{% endblock %}
{% block header_content %}
<!-- TODO - Make the company logo asset generic -->
<img class='logo' src="{% asset 'company_logo.png' %}" alt="logo" width="150">
<div class='header-right'>
<h3>
Build Order {{ build }}
</h3>
<br>
</div>
<hr>
{% endblock %}
{% block page_content %}
<div class='details'>
<table class='details-table'>
<tr>
<th>{% trans "Build Order" %}</th>
<td>{% internal_link build.get_absolute_url build %}</td>
</tr>
<tr>
<th>{% trans "Order" %}</th>
<td>{{ reference }}</td>
</tr>
<tr>
<th>{% trans "Part" %}</th>
<td>{% internal_link part.get_absolute_url part.IPN %}</td>
</tr>
<tr>
<th>{% trans "Quantity" %}</th>
<td>{{ build.quantity }}</td>
</tr>
<tr>
<th>{% trans "Description" %}</th>
<td>{{ build.title }}</td>
</tr>
<tr>
<th>{% trans "Issued" %}</th>
<td>{% render_date build.creation_date %}</td>
</tr>
<tr>
<th>{% trans "Target Date" %}</th>
<td>
{% if build.target_date %}
{% render_date build.target_date %}
{% else %}
<em>Not specified</em>
{% endif %}
</td>
</tr>
{% if build.parent %}
<tr>
<th>{% trans "Required For" %}</th>
<td>{% internal_link build.parent.get_absolute_url build.parent %}</td>
</tr>
{% endif %}
{% if build.issued_by %}
<tr>
<th>{% trans "Issued By" %}</th>
<td>{{ build.issued_by }}</td>
</tr>
{% endif %}
{% if build.responsible %}
<tr>
<th>{% trans "Responsible" %}</th>
<td>{{ build.responsible }}</td>
</tr>
{% endif %}
<tr>
<th>{% trans "Sub builds count" %}</th>
<td>{{ build.sub_build_count }}</td>
</tr>
{% if build.sub_build_count > 0 %}
<tr>
<th>{% trans "Sub Builds" %}</th>
<td>{{ build.sub_builds }}</td>
</tr>
{% endif %}
<tr>
<th>{% trans "Overdue" %}</th>
<td>{{ build.is_overdue }}</td>
</tr>
<tr>
<th>{% trans "Can complete" %}</th>
<td>{{ build.can_complete }}</td>
</tr>
</table>
</div>
<h3>{% trans "Notes" %}</h3>
{% if build.notes %}
{{ build.notes|markdownify }}
{% endif %}
<h3>{% trans "Parts" %}</h3>
<div class='changes'>
<table class='changes-table'>
<thead>
<tr>
<th>Original IPN</th>
<th>Reference</th>
<th>Replace width IPN</th>
</tr>
</thead>
<tbody>
{% for line in build.bom_items %}
<tr>
<td> {{ line.sub_part.IPN }} </td>
<td> {{ line.reference }} </td>
<td> {{ line.substitutes.all.0.part.IPN }} </td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% endblock %}
```
{% endraw %}
This will result a report page like this:
{% with id="report-options", url="build/report-61.png", description="Report Example Builds" %} {% include "img.html" %} {% endwith %}
### Default Report Template
A default *Build Report* template is provided out of the box, which is useful for generating simple test reports. Furthermore, it may be used as a starting point for developing custom BOM reports:
View the [source code](https://github.com/inventree/InvenTree/blob/master/InvenTree/report/templates/report/inventree_build_order_base.html) for the default build report template.