Commit Graph

99 Commits

Author SHA1 Message Date
Devin Slauenwhite
8ce6b8179e
fix: use primary key for link lookup (#36919) 2023-09-06 11:44:45 +05:30
s-aga-r
2d8363a983
feat: Serial and Batch reservation (#35946)
* feat: add `Has Serial No` and `Has Batch No` fields in SRE

* chore: set `Has Serial No` and `Has Batch No` while creating SRE

* feat: add field `Reserved Serial and Batch` in SRE

* fix(ux): hide `Amend` button on cancelled SRE

* fix: add validation for SRE amended doc

* fix(ux): hide `Reserved Serial and Batch` Table for non-serial/batch item

* fix(ux): set `Display Depends On` for `Has Serial No` and `Has Batch No` in SRE

* fix(ux): make `serial_no` and `batch_no` fields read-only based on `has_serial_no` and `has_batch_no`

* chore: remove table `Serial and Batch Entry` fieldlabel

* fix(ux): set warehouse for new row

* fix(ux): make qty field read-only for serial item

* fix(ux): set rows qty to `1` before making the field read-only

* chore: add filters for serial no

* chore: add filters for batch no

* chore: don't show Serial NO if already selected

* chore: hide rate related fields

* feat: add field `Reservation Based On` in SRE

* chore: make `Reserved Qty` field editable in SCR

* chore: add method to get total reserved qty against a voucher

* fix: add validation for `Reserved Qty`

* fix: update SRE status and Voucher's Reserved Qty

* chore: enable `Track Changes` in SRE

* fix: add validation to prevent delivered SRE to get updated

* fix(ux): make fields `Reserved Qty` and `Reservation Based On` read-only for delivered SRE

* fix: consider voucher's delivered qty while calculating max reserved qty

* fix: add UOM validation for SRE Reserved Qty

* fix: SRE warehouse mismatch error in DN

* fix: auto cancel SRE on update if item is fully delivered for the SO

* fix: skip SRE creation for group warehouse

* feat: add `Set Warehouse` field in SO stock reservation dialog

* fix(ux): hide `Add Row` button in SO stock reservation dialog

* fix: group warehouse validation in SO

* fix(ux): don't show Batch No if already selected

* feat: add field `Auto Reserve Serial and Batch Nos` in `Stock Settings`

* refactor: SRE reserved qty validation

* feat: auto serial and batch reservation

* chore: add section for `Serial and Batch Reservation` in `Stock Settings`

* fix: make SRE sb_entries warehouse mandatory

* fix(ux): unreserved qty calculation

* fix: add validation for `Reserved Qty` against `Batch`

* refactor: combine `get_available_qty_to_reserve()` and `get_available_qty_to_reserve_batch()`

* fix: validate disabled batch

* fix: add validation to validate serial nos availability

* fix: update row qty if `Partial Reservation` is enabled

* fix: ignore reserved serial nos while getting available serial nos

* fix: add validation to prevent repeat batches

* fix(ux): add validation for duplicate Serial No

* fix: don't allow to update SRE with delivered stock

* fix: ignore reserved serial and batch if reservation based on is not Serial and Batch

* fix(ux): stock un-reservation confirmation before `Update Items`

* chore: return list instead os set

* feat: add field `Delivered Qty` in `Serial and Batch Entry`

* feat: option to get SO reserved stock in Delivery Note

* fix: ignore reserved batches while getting available batches

* chore: `conflicts`

* fix: incorrect available qty

* fix: 'str' object has no attribute 'nodes_'

* fix: `linter`

* fix(ux): hide `Get Items From > Stock Reservation` if Stock Reservation is disabled

* fix(ux): add `depends_on` for `Auto Reserve Serial and Batch Nos`

* fix(ux): hide Stock Reservation field description in submitted SO

* fix(ux): confirm before unreserve stock

* feat: option to create DN for reserved stock from SO

* fix: update delivered qty in SRE sb_entries

* fix: Delivery Note (Reserved Stock) based on Delivery Date

* fix(ux): SO `Update Items` confirmation on `Update` button click

* feat: add dialog box to select SRE to unreserve

* fix: `ZeroDivisionError` while saving the DN (Reserved Stock)

* fix: don't allow to create Pick List if stock is reserved against SO

* fix(ux): hide Create > Pick List button for SO with reserved stock

* refactor: map reserved stock by default in DN

* refactor: code cleanup and comments

* fix: don't allow Stock Reservation against SO having Pick List

* refactor: `create_stock_reservation_entries()`

* feat: add fields to hold Pick List ref in SRE

* feat: add field `Stock Reserved Qty` in Pick List Item

* feat: provision to reserve stock from Pick List against Sales Order

* fix: don't allow to update SRE if created against a Pick List

* fix(ux): confirm before unreserve stock in Pick List

* fix: don't allow to update Pick List having reserved stock

* fix: circular dependency while cancelling the DN created from Pick List with Reserved Stock

* chore: update `Max Reserve Qty` err msg to be more descriptive

* refactor: rename field `Reserve Stock on Sales Order Submission`

* fix: msg on partial reservation if disabled in stock settings

* chore: add field description for `Enable Stock Reservation`

* fix(test): `test_stock_reservation_against_sales_order`

* fix(test): `test_stock_reservation_against_sales_order`

* test: add test cases for serial and batch reservation

* fix: batch stock levels qty

* refactor: method `get_sre_reserved_qty_for_item_and_warehouse`

* feat: show `Reserved Stock` in item master stock levels

* feat: Reserved Stock Report

* fix(ux): SO stock reservation dialogs width

* refactor: get previous values from `_doc_before_save` instead of db

* fix(ux): make `Reservation Based On` read-only if created against Pick List

* feat: option to open `Reserved Stock` report from Sales Order

* fix(ux): Sales Order - Reserve and Unreserve dialog box

* fix: decrease SRE Delivered Qty on DN cancel

* fix(ux): hide `Unreserve` button once reserved stock is delivered

* chore: `linter`

* fix(test): `test_reserved_stock_report`

* test: add test case for DN cancellation

* chore: rename field `Auto Reserve Stock on Sales Order Submission`

* fix: `Insufficient Stock` error msg
2023-09-02 11:02:24 +05:30
rohitwaghchaure
dea802dc41
fix: added valuation field type (Float/Currency) in the filter (#36866) 2023-08-29 16:53:00 +05:30
Rohit Waghchaure
c82cb379a5 fix: change fieldtype from Currency to Float for the valuation rate in the stock report 2023-07-28 17:21:05 +05:30
Sagar Sharma
8cc8af8204
Merge branch 'develop' into stock-reservation 2023-05-26 15:28:54 +05:30
Sagar Sharma
c4e1f927ee chore: typo in stock balance 2023-05-25 16:03:15 +05:30
Sagar Sharma
82f0bd9ee9 feat: add Reserved Stock column in Stock Balance Report 2023-05-25 15:57:06 +05:30
Rohit Waghchaure
3f548ac910 fix: Stock Analytics and Warehouse wise Item Balance Age and Value issue 2023-05-23 17:06:11 +05:30
Rohit Waghchaure
545b2d32cd fix: balance quantity 2023-05-23 17:06:11 +05:30
Rohit Waghchaure
d9979b2ffb refactor: stock balance report 2023-05-23 17:06:11 +05:30
s-aga-r
b04a101c11 fix: incorrect Opening Value in Stock Balance report 2023-03-17 13:53:49 +05:30
Rohit Waghchaure
2481574a28 chore: seperate function to apply filter for warehouse in case of QB 2022-10-17 14:25:23 +05:30
Rohit Waghchaure
289e6cd4ce fix: change frappe.db.sql to frappe.qb 2022-07-20 16:02:13 +05:30
Rohit Waghchaure
e576f7f07e test: test cases for inventory dimension 2022-07-20 16:02:13 +05:30
Rohit Waghchaure
dbec5cff00 feat: Inventory Dimension 2022-07-20 16:02:13 +05:30
Ankush Menat
9af2d68945 refactor: convert queries to ORM/QB, add types 2022-04-14 18:05:38 +05:30
Ankush Menat
ba29323e11 test: increase assertions to cover all cases 2022-04-14 18:05:38 +05:30
Ankush Menat
febc74a21b refactor: rewrite stock balance query to QB 2022-04-14 18:05:35 +05:30
Ankush Menat
64ac22af82 refactor: add filter type info 2022-04-14 18:01:42 +05:30
Ankush Menat
494bd9ef78 style: format code with black 2022-03-28 18:52:46 +05:30
Chillar Anand
fe4b6771b5
refactor: Remove dead code (#30140) 2022-03-09 17:16:05 +05:30
marination
24a35c69c0 fix: Sider and Server side test
- args passed to wrong function
- missing space around '='
2021-12-21 12:52:03 +05:30
marination
8951a5c267 fix: Linter (imports) 2021-12-20 21:53:47 +05:30
marination
0f43792dbb fix: Stock Ageing Report - Negative Opening Stock
- Consider negative opening stock in logic and neutralise it with +ve stock
- minor code refactor: class for FIFOSlots to generate chronological FIFO queue
2021-12-20 21:33:59 +05:30
Ankush Menat
228e011819
perf: remove forcing of posting sort index on stock balance (#28902)
mysql is generally smart enough to figure out which index is better
based on cardinality of index. While posting sort index is better for
low item high # of SLE scenario it's bad for high item variety each with
lower count of SLEs.
2021-12-15 19:18:41 +05:30
Ankush Menat
8fe5feb6a4 chore: remove all six compat code 2021-11-05 11:16:29 +05:30
Ankush Menat
6098e92ba9 chore: remove utf-8 compat code 2021-11-05 11:16:29 +05:30
Noah Jacob
fdaf93f76c
refactor: shows opening balance from filtered from_date (#26877)
* refactor: shows opening balance from filtered from_date

* refactor: opening balance considered from filtered from_date in stock ledger

* fix: check if stock reco is opening and misc cleanups
2021-10-23 21:04:42 +05:30
Chillar Anand
915b34391c
chore: Clean up imports (#27302)
* chore: Added isort to pre-commit config

* chore: Sort imports with isort

* chore: Clean up imports with pycln

* chore: Sort imports with isort

* chore: Fix import issues

* chore: Clean up sider issues

* chore: Remove import errors from flake8 ignore list

* chore: Clean up lint issues
2021-09-02 16:44:59 +05:30
Ankush Menat
9fec0a5c68
refactor: itemgetter instead of assigned lambda 2021-09-01 15:02:29 +05:30
marination
eb2050b407 fix: Brand filter in Stock Analytics 2021-08-10 20:37:09 +05:30
Ankush
b3740e9afc
fix: remove limit from stock balance report (#26773) 2021-08-02 20:13:26 +05:30
Ankush Menat
9891780f5a
perf(minor): remove unnecessary comprehensions (port #25645) 2021-06-11 18:40:22 +05:30
Rohit Waghchaure
ba8dc1ffbd fix: stock balance and batchwise balance history report showing different closing stock 2021-05-04 15:03:10 +05:30
Rohit Waghchaure
f21a55c8ef fix: revert stock balance value calculation 2021-03-19 16:19:34 +05:30
Nabin Hait
a77b8c9fcc
Repost item valuation (#24031)
* feat: Reposting logic for future finished/transferred item

* feat: added fields to identify needs to recalculate rate while reposting

* refactor: Set rate for outgoing and finished items

* refactor: Arranged fields in Stock Entry item table and added fields to identify finished and scrap item

* refactor: Arranged fields in Stock Entry item table and added fields to identify finished and scrap item

* refactor: Get outgoing rate for purchase return

* refactor: Get incoming rate for sales return

* test: Added tests for reposting valuation of transferred/finished/returned items

* feat: added incoming rate field in DN, SI and Packed Item table

* feat: get incoming rate for returned item

* fix: no error while getting valuation rate in stock entry

* fix: update stock ledger for DN and SI

* feat: update item valuation rate in PR and PI based on supplied items cost

* feat: SLE reposting logic for sales return and subcontracted item with test cases

* feat: update qty in future sle

* feat: repost future sle and gle via Repost Item Valuation

* fix: Skip unwanted function calling while reposting

* fix: repost sle for specific item and warehouse

* test: Modified tests for backdated stock reco

* fix: ignore cancelled sle in few methods

* feat: role allowed to do backdated entry

* feat: Show reposting status on stock valuation related reports

* fix: minor fixes

* fix: fixed sider issues

* fix: serial no fix related to immutable ledger

* fix: Test cases fixes related to perpetual inventory

* fix: Test cases fixed

* fix: Fixed reposting on cancel and test cases

* feat: Restart reposting item valuation

* refactor: Code cleanup using small functions and test case fixes

* fix: minor fixes

* fix: Raise on error while reposting item valuation

* fix: minor fix

* fix: Tests fixed

* fix: skip some validation ig gle made from reposting

* fix: test fixes

* fix: debugging stock and account validation

* fix: debugging stock and account validation

* fix: debugging travis for stock and account sync validation

* fix: debugging travis

* fix: debugging travis

* fix: debugging travis
2020-12-21 14:45:50 +05:30
Rohit Waghchaure
8474476316 fix: incorrect balance value in stock balance report 2020-12-03 13:43:11 +05:30
Deepesh Garg
9c67629e28
fix: Ignore cancelled entries instock balance report (#23757)
Co-authored-by: Nabin Hait <nabinhait@gmail.com>
2020-10-29 19:51:57 +05:30
Rohit Waghchaure
848568d023 fix: currency symbol not showing as per company currency in stock balance 2020-07-17 14:49:12 +05:30
marination
89c41d8384 chore: Added company filter and minor cleanup in Stock Balance Report 2020-04-30 13:56:49 +05:30
rohitwaghchaure
28deddeb6f
fix: incorrect out value in stock balance due to precision issue (#21379) 2020-04-23 09:44:58 +05:30
rohitwaghchaure
d4d7d211ea feat: report to show difference between stock and account value (#20186) 2020-01-09 15:05:05 +05:30
rohitwaghchaure
616431d7c3 fix: incorrect reorder level in stock balance report (#20111) 2019-12-27 12:35:58 +05:30
Marica
b5c296da9e fix: Validation Error message on Prepared Report. (#19639)
Give the user the reason why he has to use filters.
2019-11-22 14:38:58 +05:30
Rohit Waghchaure
432b03572a fix: stock balance report not working if actual qty is zero 2019-10-21 13:42:54 +05:30
Suraj Shetty
bc001d2d9a feat: Add stock ageing data to stock balance report (#19036)
* feat: Add stock ageing data to stock balance report

* fix: Use fifo queue warehouse wise

* fix: "Stock Ledger Entry" get query

* fix: Remove unwanted quotes in item details query

* fix: Check if no SLE was passed

* fix: Codacy

* fix: Add logic to include additional UOM columns

* fix: Show stock ageing data optionally
2019-09-16 19:57:04 +05:30
Anurag Mishra
a69f72988a fix: requested filters changes 2019-05-28 11:08:14 +05:30
Nabin Hait
da7a193f11 fix(stock): Fixed stock balance and stock ledger report 2019-03-30 15:53:04 +05:30
Rushabh Mehta
957a3307ae
Merge pull request #16634 from Alchez/hotfix-stock-balance-balance
fix(stock_balance): Make balance qty and value columns more visible in the Stock Balance report
2019-03-15 09:02:20 +05:30
Rohan Bansal
e66f59654e fix(report): Incorrectdata for balance quantity and value in Stock Balance report 2019-03-06 16:04:11 +05:30