"""Order model definitions.""" from decimal import Decimal from typing import Any, Optional from django.contrib.auth.models import User from django.core.exceptions import ValidationError from django.core.validators import MinValueValidator from django.db import models, transaction from django.db.models import F, Q, QuerySet, Sum from django.db.models.functions import Coalesce from django.db.models.signals import post_save from django.dispatch.dispatcher import receiver from django.urls import reverse from django.utils.translation import gettext_lazy as _ import structlog from djmoney.contrib.exchange.exceptions import MissingRate from djmoney.contrib.exchange.models import convert_money from djmoney.money import Money from mptt.models import TreeForeignKey import common.models as common_models import InvenTree.helpers import InvenTree.models import InvenTree.ready import InvenTree.tasks import InvenTree.validators import order.validators import report.mixins import stock.models import users.models as UserModels from build.status_codes import BuildStatus from common.currency import currency_code_default from common.notifications import InvenTreeNotificationBodies from common.settings import get_global_setting from company.models import Address, Company, Contact, SupplierPart from generic.states import StateTransitionMixin, StatusCodeMixin from generic.states.fields import InvenTreeCustomStatusModelField from InvenTree.exceptions import log_error from InvenTree.fields import ( InvenTreeModelMoneyField, InvenTreeURLField, RoundingDecimalField, ) from InvenTree.helpers import decimal2string, pui_url from InvenTree.helpers_model import notify_responsible from order.events import PurchaseOrderEvents, ReturnOrderEvents, SalesOrderEvents from order.status_codes import ( PurchaseOrderStatus, PurchaseOrderStatusGroups, ReturnOrderLineStatus, ReturnOrderStatus, ReturnOrderStatusGroups, SalesOrderStatus, SalesOrderStatusGroups, ) from part import models as PartModels from plugin.events import trigger_event from stock.status_codes import StockHistoryCode, StockStatus logger = structlog.get_logger('inventree') class TotalPriceMixin(models.Model): """Mixin which provides 'total_price' field for an order.""" class Meta: """Meta for MetadataMixin.""" abstract = True def save(self, *args, **kwargs): """Update the total_price field when saved.""" # Recalculate total_price for this order self.update_total_price(commit=False) if hasattr(self, '_SAVING_TOTAL_PRICE') and self._SAVING_TOTAL_PRICE: # Avoid recursion on save return super().save(*args, **kwargs) self._SAVING_TOTAL_PRICE = True # Save the object as we can not access foreign/m2m fields before saving self.update_total_price(commit=True) total_price = InvenTreeModelMoneyField( null=True, blank=True, allow_negative=False, verbose_name=_('Total Price'), help_text=_('Total price for this order'), ) order_currency = models.CharField( max_length=3, verbose_name=_('Order Currency'), blank=True, null=True, help_text=_('Currency for this order (leave blank to use company default)'), validators=[InvenTree.validators.validate_currency_code], ) @property def currency(self): """Return the currency associated with this order instance. Rules: - If the order_currency field is set, return that - Otherwise, return the currency associated with the company - Finally, return the default currency code """ if self.order_currency: return self.order_currency if self.company: return self.company.currency_code # Return default currency code return currency_code_default() def update_total_price(self, commit=True): """Recalculate and save the total_price for this order.""" self.total_price = self.calculate_total_price(target_currency=self.currency) if commit: self.save() def calculate_total_price(self, target_currency=None): """Calculates the total price of all order lines, and converts to the specified target currency. If not specified, the default system currency is used. If currency conversion fails (e.g. there are no valid conversion rates), then we simply return zero, rather than attempting some other calculation. """ # Set default - see B008 if target_currency is None: target_currency = currency_code_default() total = Money(0, target_currency) # Check if the order has been saved (otherwise we can't calculate the total price) if self.pk is None: return total # order items for line in self.lines.all(): if not line.price: continue try: total += line.quantity * convert_money(line.price, target_currency) except MissingRate: log_error('order.calculate_total_price') logger.exception("Missing exchange rate for '%s'", target_currency) # Return None to indicate the calculated price is invalid return None # extra items for line in self.extra_lines.all(): if not line.price: continue try: total += line.quantity * convert_money(line.price, target_currency) except MissingRate: # Record the error, try to press on log_error('order.calculate_total_price') logger.exception("Missing exchange rate for '%s'", target_currency) # Return None to indicate the calculated price is invalid return None # set decimal-places total.decimal_places = 4 return total class BaseOrderReportContext(report.mixins.BaseReportContext): """Base context for all order models. Attributes: description: The description field of the order extra_lines: Query set of all extra lines associated with the order lines: Query set of all line items associated with the order order: The order instance itself reference: The reference field of the order title: The title (string representation) of the order """ description: str extra_lines: Any lines: Any order: Any reference: str title: str class PurchaseOrderReportContext(report.mixins.BaseReportContext): """Context for the purchase order model. Attributes: description: The description field of the PurchaseOrder reference: The reference field of the PurchaseOrder title: The title (string representation) of the PurchaseOrder extra_lines: Query set of all extra lines associated with the PurchaseOrder lines: Query set of all line items associated with the PurchaseOrder order: The PurchaseOrder instance itself supplier: The supplier object associated with the PurchaseOrder """ description: str reference: str title: str extra_lines: report.mixins.QuerySet['PurchaseOrderExtraLine'] lines: report.mixins.QuerySet['PurchaseOrderLineItem'] order: 'PurchaseOrder' supplier: Optional[Company] class SalesOrderReportContext(report.mixins.BaseReportContext): """Context for the sales order model. Attributes: description: The description field of the SalesOrder reference: The reference field of the SalesOrder title: The title (string representation) of the SalesOrder extra_lines: Query set of all extra lines associated with the SalesOrder lines: Query set of all line items associated with the SalesOrder order: The SalesOrder instance itself customer: The customer object associated with the SalesOrder """ description: str reference: str title: str extra_lines: report.mixins.QuerySet['SalesOrderExtraLine'] lines: report.mixins.QuerySet['SalesOrderLineItem'] order: 'SalesOrder' customer: Optional[Company] class ReturnOrderReportContext(report.mixins.BaseReportContext): """Context for the return order model. Attributes: description: The description field of the ReturnOrder reference: The reference field of the ReturnOrder title: The title (string representation) of the ReturnOrder extra_lines: Query set of all extra lines associated with the ReturnOrder lines: Query set of all line items associated with the ReturnOrder order: The ReturnOrder instance itself customer: The customer object associated with the ReturnOrder """ description: str reference: str title: str extra_lines: report.mixins.QuerySet['ReturnOrderExtraLine'] lines: report.mixins.QuerySet['ReturnOrderLineItem'] order: 'ReturnOrder' customer: Optional[Company] class Order( StatusCodeMixin, StateTransitionMixin, InvenTree.models.InvenTreeParameterMixin, InvenTree.models.InvenTreeAttachmentMixin, InvenTree.models.InvenTreeBarcodeMixin, InvenTree.models.InvenTreeNotesMixin, report.mixins.InvenTreeReportMixin, InvenTree.models.MetadataMixin, InvenTree.models.ReferenceIndexingMixin, InvenTree.models.InvenTreeModel, ): """Abstract model for an order. Instances of this class: - PurchaseOrder - SalesOrder Attributes: reference: Unique order number / reference / code description: Long form description (required) notes: Extra note field (optional) creation_date: Automatic date of order creation created_by: User who created this order (automatically captured) issue_date: Date the order was issued start_date: Date the order is scheduled to be started target_date: Expected or desired completion date complete_date: Date the order was completed responsible: User (or group) responsible for managing the order """ REQUIRE_RESPONSIBLE_SETTING = None UNLOCK_SETTING = None class Meta: """Metaclass options. Abstract ensures no database table is created.""" abstract = True def save(self, *args, **kwargs): """Custom save method for the order models. Enforces various business logics: - Ensures the object is not locked - Ensures that the reference field is rebuilt whenever the instance is saved. """ # check if we are updating the model, not adding it update = self.pk is not None # Locking if update and self.check_locked(True): # Ensure that order status can be changed still if self.get_db_instance().status != self.status: pass else: raise ValidationError({ 'reference': _('This order is locked and cannot be modified') }) # Reference calculations self.reference_int = self.rebuild_reference_field(self.reference) if not self.creation_date: self.creation_date = InvenTree.helpers.current_date() super().save(*args, **kwargs) def check_locked(self, db: bool = False) -> bool: """Check if this order is 'locked'. A locked order cannot be modified after it has been completed. Arguments: db: If True, check with the database. If False, check the instance (default False). """ if not self.check_complete(db=db): # If the order is not complete, it is not locked return False if self.UNLOCK_SETTING: return get_global_setting(self.UNLOCK_SETTING, backup_value=False) is False return False def check_complete(self, db: bool = False) -> bool: """Check if this order is 'complete'. Arguments: db: If True, check with the database. If False, check the instance (default False). """ status = self.get_db_instance().status if db else self.status return status in self.get_status_class().COMPLETE def clean(self): """Custom clean method for the generic order class.""" super().clean() # Check if a responsible owner is required for this order type if self.REQUIRE_RESPONSIBLE_SETTING: if get_global_setting(self.REQUIRE_RESPONSIBLE_SETTING, backup_value=False): if not self.responsible: raise ValidationError({ 'responsible': _('Responsible user or group must be specified') }) # Check that the referenced 'contact' matches the correct 'company' if self.company and self.contact: if self.contact.company != self.company: raise ValidationError({ 'contact': _('Contact does not match selected company') }) # Target date should be *after* the start date if self.start_date and self.target_date and self.start_date > self.target_date: raise ValidationError({ 'target_date': _('Target date must be after start date'), 'start_date': _('Start date must be before target date'), }) # Check that the referenced 'address' matches the correct 'company' if self.company and self.address: if self.address.company != self.company: raise ValidationError({ 'address': _('Address does not match selected company') }) def clean_line_item(self, line): """Clean a line item for this order. Used when duplicating an existing line item, to ensure it is 'fresh'. """ line.pk = None line.target_date = None line.order = self def report_context(self) -> BaseOrderReportContext: """Generate context data for the reporting interface.""" return { 'description': self.description, 'extra_lines': self.extra_lines, 'lines': self.lines, 'order': self, 'reference': self.reference, 'title': str(self), } @classmethod def overdue_filter(cls): """A generic implementation of an 'overdue' filter for the Model class. It requires any subclasses to implement the get_status_class() class method """ today = InvenTree.helpers.current_date() return ( Q(status__in=cls.get_status_class().OPEN) & ~Q(target_date=None) & Q(target_date__lt=today) ) @property def is_overdue(self): """Method to determine if this order is overdue. Makes use of the overdue_filter() method to avoid code duplication """ return ( self.__class__.objects.filter(pk=self.pk) .filter(self.__class__.overdue_filter()) .exists() ) description = models.CharField( max_length=250, blank=True, verbose_name=_('Description'), help_text=_('Order description (optional)'), ) project_code = models.ForeignKey( common_models.ProjectCode, on_delete=models.SET_NULL, blank=True, null=True, verbose_name=_('Project Code'), help_text=_('Select project code for this order'), ) link = InvenTreeURLField( blank=True, verbose_name=_('Link'), help_text=_('Link to external page'), max_length=2000, ) start_date = models.DateField( null=True, blank=True, verbose_name=_('Start date'), help_text=_('Scheduled start date for this order'), ) target_date = models.DateField( blank=True, null=True, verbose_name=_('Target Date'), help_text=_( 'Expected date for order delivery. Order will be overdue after this date.' ), ) creation_date = models.DateField( blank=True, null=True, verbose_name=_('Creation Date') ) created_by = models.ForeignKey( User, on_delete=models.SET_NULL, blank=True, null=True, related_name='+', verbose_name=_('Created By'), ) issue_date = models.DateField( blank=True, null=True, verbose_name=_('Issue Date'), help_text=_('Date order was issued'), ) responsible = models.ForeignKey( UserModels.Owner, on_delete=models.SET_NULL, blank=True, null=True, help_text=_('User or group responsible for this order'), verbose_name=_('Responsible'), related_name='+', ) contact = models.ForeignKey( Contact, on_delete=models.SET_NULL, blank=True, null=True, verbose_name=_('Contact'), help_text=_('Point of contact for this order'), related_name='+', ) address = models.ForeignKey( Address, on_delete=models.SET_NULL, blank=True, null=True, verbose_name=_('Address'), help_text=_('Company address for this order'), related_name='+', ) @classmethod def get_status_class(cls): """Return the enumeration class which represents the 'status' field for this model.""" raise NotImplementedError(f'get_status_class() not implemented for {__class__}') class PurchaseOrder(TotalPriceMixin, Order): """A PurchaseOrder represents goods shipped inwards from an external supplier. Attributes: supplier: Reference to the company supplying the goods in the order supplier_reference: Optional field for supplier order reference code received_by: User that received the goods target_date: Expected delivery target date for PurchaseOrder completion (optional) """ REFERENCE_PATTERN_SETTING = 'PURCHASEORDER_REFERENCE_PATTERN' REQUIRE_RESPONSIBLE_SETTING = 'PURCHASEORDER_REQUIRE_RESPONSIBLE' STATUS_CLASS = PurchaseOrderStatus UNLOCK_SETTING = 'PURCHASEORDER_EDIT_COMPLETED_ORDERS' class Meta: """Model meta options.""" verbose_name = _('Purchase Order') def clean_line_item(self, line): """Clean a line item for this PurchaseOrder.""" super().clean_line_item(line) line.received = 0 def report_context(self) -> PurchaseOrderReportContext: """Return report context data for this PurchaseOrder.""" return {**super().report_context(), 'supplier': self.supplier} def get_absolute_url(self) -> str: """Get the 'web' URL for this order.""" return pui_url(f'/purchasing/purchase-order/{self.pk}') @staticmethod def get_api_url() -> str: """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) -> str: """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'.""" return self.place_order() @property def can_issue(self) -> bool: """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) -> bool: """Return True if the PurchaseOrder is 'pending'.""" return self.status == PurchaseOrderStatus.PENDING.value @property def is_open(self) -> bool: """Return True if the PurchaseOrder is 'open'.""" return self.status in PurchaseOrderStatusGroups.OPEN @property def can_cancel(self) -> bool: """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) -> bool: """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) -> QuerySet: """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) -> QuerySet: """Return a list of completed line items against this order.""" return self.lines.filter(quantity__lte=F('received')) @property def line_count(self) -> int: """Return the total number of line items associated with this order.""" return self.lines.count() @property def completed_line_count(self) -> int: """Return the number of complete line items associated with this order.""" return self.completed_line_items().count() @property def pending_line_count(self) -> int: """Return the number of pending line items associated with this order.""" return self.pending_line_items().count() @property def is_complete(self) -> bool: """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) note: 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] # Cache the custom status options for the StockItem model custom_stock_status_values = stock.models.StockItem.STATUS_CLASS.custom_values() 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 items 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, 'location': stock_location, 'quantity': 1 if serialize else stock_quantity, 'batch': item.get('batch_code', ''), 'expiry_date': item.get('expiry_date', None), 'notes': item.get('note', '') or item.get('notes', ''), 'packaging': item.get('packaging') or supplier_part.packaging, } # Extract the "status" field status = item.get('status', StockStatus.OK.value) # 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: new_items = stock.models.StockItem._create_serial_numbers( serials=serials, **stock_data ) for item in new_items: item.set_status(status, custom_values=custom_stock_status_values) stock_items.append(item) else: new_item = stock.models.StockItem( **stock_data, serial='', tree_id=stock.models.StockItem.getNextTreeID(), parent=None, level=0, lft=1, rght=2, ) new_item.set_status(status, custom_values=custom_stock_status_values) if barcode: new_item.assign_barcode(barcode_data=barcode, save=False) 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, deltas={ 'location': item.location.pk if item.location else None, 'purchaseorder': self.pk, '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) -> str: """Get the 'web' URL for this order.""" return pui_url(f'/sales/sales-order/{self.pk}') @staticmethod def get_api_url() -> str: """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) -> dict: """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) -> str: """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) -> str: """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) -> bool: """Return True if this order is 'pending'.""" return self.status == SalesOrderStatus.PENDING @property def is_open(self) -> bool: """Return True if this order is 'open' (either 'pending' or 'in_progress').""" return self.status in SalesOrderStatusGroups.OPEN @property def stock_allocations(self) -> QuerySet: """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) -> bool: """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) -> bool: """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) -> bool: """Check if this order is "shipped" (all line items delivered). Note: Any "virtual" parts are ignored in this calculation. """ lines = self.lines.all().filter(part__virtual=False) return all(line.is_completed() for line in lines) def can_complete( self, raise_error: bool = False, allow_incomplete_lines: bool = False ) -> bool: """Test if this SalesOrder can be completed. Arguments: raise_error: If True, raise ValidationError if the order cannot be completed allow_incomplete_lines: If True, allow incomplete line items when completing the order Raises: ValidationError: If the order cannot be completed, and raise_error is True """ 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: pending_lines = self.pending_line_items().exclude(part__virtual=True) if pending_lines.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) -> bool: """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) -> bool: """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) @transaction.atomic 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') ) # Update line items for line in self.lines.all(): # Mark any "virtual" parts as shipped at this point if line.part and line.part.virtual and line.shipped != line.quantity: line.shipped = line.quantity line.save() if line.part: line.part.schedule_pricing_update(create=True) 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() trigger_event(SalesOrderEvents.COMPLETED, id=self.pk) return True @property def can_cancel(self) -> bool: """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.COMPLETE.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) -> int: """Return the total number of lines associated with this order.""" return self.lines.count() def completed_line_items(self) -> QuerySet: """Return a queryset of the completed line items for this order.""" return self.lines.filter(shipped__gte=F('quantity')) def pending_line_items(self) -> QuerySet: """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) -> int: """Return the number of completed lines for this order.""" return self.completed_line_items().count() @property def pending_line_count(self) -> int: """Return the number of pending (incomplete) lines associated with this order.""" return self.pending_line_items().count() def completed_shipments(self) -> QuerySet: """Return a queryset of the completed shipments for this order.""" return self.shipments.exclude(shipment_date=None) def pending_shipments(self) -> QuerySet: """Return a queryset of the pending shipments for this order.""" return self.shipments.filter(shipment_date=None) def allocations(self) -> QuerySet: """Return a queryset of all allocations for this order.""" return SalesOrderAllocation.objects.filter(line__order=self) def pending_allocations(self) -> QuerySet: """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) -> int: """Return the total number of shipments associated with this order.""" return self.shipments.count() @property def completed_shipment_count(self) -> int: """Return the number of completed shipments associated with this order.""" return self.completed_shipments().count() @property def pending_shipment_count(self) -> int: """Return the number of pending shipments associated with this order.""" return self.pending_shipments().count() @property def pending_allocation_count(self) -> int: """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 project_code: Project code associated with this line item (optional) 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({ 'non_field_errors': _('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({ 'non_field_errors': _('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)' ), ) project_code = models.ForeignKey( common_models.ProjectCode, on_delete=models.SET_NULL, blank=True, null=True, verbose_name=_('Project Code'), help_text=_('Select project code for this 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() -> str: """Return the API URL associated with the PurchaseOrderLineItem model.""" return reverse('api-po-line-list') def clean(self) -> None: """Custom clean method for the PurchaseOrderLineItem model. Raises: ValidationError: If the SupplierPart does not match the PurchaseOrder supplier ValidationError: If the linked BuildOrder is not marked as external ValidationError: If the linked BuildOrder part does not match the line item part """ 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) -> None: """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 """ class Meta: """Model meta options.""" verbose_name = _('Purchase Order Extra Line') @staticmethod def get_api_url() -> str: """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) -> None: """Perform extra validation steps for this SalesOrderLineItem instance. Raises: ValidationError: If the linked part is not salable """ 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) -> bool: """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) -> bool: """Return True if this line item is over allocated.""" return self.allocated_quantity() > self.quantity def is_completed(self) -> bool: """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 address: The shipping address for this shipment (or order) 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 address: 'Address' 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_address: Shipping address for this shipment (optional) 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') def clean(self) -> None: """Custom clean method for the SalesOrderShipment class. Raises: ValidationError: If the shipment address does not match the customer """ super().clean() if self.order and self.shipment_address: if self.shipment_address.company != self.order.customer: raise ValidationError({ 'shipment_address': _('Shipment address must match the customer') }) @staticmethod def get_api_url() -> str: """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, 'address': self.address, '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_address = models.ForeignKey( Address, on_delete=models.SET_NULL, blank=True, null=True, verbose_name=_('Address'), help_text=_('Shipping address for this shipment'), related_name='+', ) 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, ) @property def address(self) -> Address: """Return the shipping address for this shipment. If no specific shipment address is assigned, return the address from the order. """ return self.shipment_address or self.order.address def is_checked(self) -> bool: """Return True if this shipment has been checked.""" return self.checked_by is not None def is_complete(self) -> bool: """Return True if this shipment has already been completed.""" return self.shipment_date is not None def is_delivered(self) -> bool: """Return True if this shipment has already been delivered.""" return self.delivery_date is not None def check_can_complete(self, raise_error: bool = True) -> bool: """Check if this shipment is able to be completed. Arguments: raise_error: If True, raise ValidationError if cannot complete """ 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')) if ( get_global_setting('SALESORDER_SHIPMENT_REQUIRES_CHECK') and not self.is_checked() ): raise ValidationError( _('Shipment must be checked before it can be completed') ) 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 """ 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 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'), )