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Merge pull request #1177 from SchrodingersGat/sales-order-overdue

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Sales order overdue
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Oliver 2020-12-18 20:06:48 +11:00 committed by GitHub
commit 7560b7e167
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12 changed files with 163 additions and 28 deletions
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2
InvenTree/common/models.py
View File

@ -153,11 +153,13 @@ class InvenTreeSetting(models.Model):
'SALESORDER_REFERENCE_PREFIX': {
'name': _('Sales Order Reference Prefix'),
'description': _('Prefix value for sales order reference'),
'default': 'SO',
},
'PURCHASEORDER_REFERENCE_PREFIX': {
'name': _('Purchase Order Reference Prefix'),
'description': _('Prefix value for purchase order reference'),
'default': 'PO',
},
}

11
InvenTree/order/api.py
View File

@ -266,6 +266,17 @@ class SOList(generics.ListCreateAPIView):
else:
queryset = queryset.exclude(status__in=SalesOrderStatus.OPEN)
# Filter by 'overdue' status
overdue = params.get('overdue', None)
if overdue is not None:
overdue = str2bool(overdue)
if overdue:
queryset = queryset.filter(SalesOrder.OVERDUE_FILTER)
else:
queryset = queryset.exclude(SalesOrder.OVERDUE_FILTER)
status = params.get('status', None)
if status is not None:

8
InvenTree/order/forms.py
View File

@ -128,6 +128,13 @@ class EditSalesOrderForm(HelperForm):
super().__init__(*args, **kwargs)
# TODO: Improve this using a better date picker
target_date = forms.DateField(
widget=forms.DateInput(
attrs={'type': 'date'},
)
)
class Meta:
model = SalesOrder
fields = [
@ -135,6 +142,7 @@ class EditSalesOrderForm(HelperForm):
'customer',
'customer_reference',
'description',
'target_date',
'link'
]

18
InvenTree/order/migrations/0040_salesorder_target_date.py Normal file
View File

@ -0,0 +1,18 @@
# Generated by Django 3.0.7 on 2020-12-18 01:16
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('order', '0039_auto_20201112_2203'),
]
operations = [
migrations.AddField(
model_name='salesorder',
name='target_date',
field=models.DateField(blank=True, help_text='Target date for order completion. Order will be overdue after this date.', null=True, verbose_name='Target completion date'),
),
]

54
InvenTree/order/models.py
View File

@ -9,7 +9,7 @@ from datetime import datetime
from decimal import Decimal
from django.db import models, transaction
from django.db.models import F, Sum
from django.db.models import Q, F, Sum
from django.db.models.functions import Coalesce
from django.core.validators import MinValueValidator
from django.core.exceptions import ValidationError
@ -26,7 +26,7 @@ from stock import models as stock_models
from company.models import Company, SupplierPart
from InvenTree.fields import RoundingDecimalField
from InvenTree.helpers import decimal2string, increment
from InvenTree.helpers import decimal2string, increment, getSetting
from InvenTree.status_codes import PurchaseOrderStatus, SalesOrderStatus, StockStatus
from InvenTree.models import InvenTreeAttachment
@ -49,8 +49,6 @@ class Order(models.Model):
"""
ORDER_PREFIX = ""
@classmethod
def getNextOrderNumber(cls):
"""
@ -88,16 +86,6 @@ class Order(models.Model):
return new_ref
def __str__(self):
el = []
if self.ORDER_PREFIX:
el.append(self.ORDER_PREFIX)
el.append(self.reference)
return " ".join(el)
def save(self, *args, **kwargs):
if not self.creation_date:
self.creation_date = datetime.now().date()
@ -132,11 +120,12 @@ class PurchaseOrder(Order):
supplier_reference: Optional field for supplier order reference code
received_by: User that received the goods
"""
ORDER_PREFIX = "PO"
def __str__(self):
return "PO {ref} - {company}".format(ref=self.reference, company=self.supplier.name)
prefix = getSetting('PURCHASEORDER_REFERENCE_PREFIX')
return f"{prefix}{self.reference} - {self.supplier.name}"
status = models.PositiveIntegerField(default=PurchaseOrderStatus.PENDING, choices=PurchaseOrderStatus.items(),
help_text=_('Purchase order status'))
@ -307,10 +296,16 @@ class SalesOrder(Order):
Attributes:
customer: Reference to the company receiving the goods in the order
customer_reference: Optional field for customer order reference code
target_date: Target date for SalesOrder completion (optional)
"""
OVERDUE_FILTER = Q(status__in=SalesOrderStatus.OPEN) & ~Q(target_date=None) & Q(target_date__lte=datetime.now().date())
def __str__(self):
return "SO {ref} - {company}".format(ref=self.reference, company=self.customer.name)
prefix = getSetting('SALESORDER_REFERENCE_PREFIX')
return f"{prefix}{self.reference} - {self.customer.name}"
def get_absolute_url(self):
return reverse('so-detail', kwargs={'pk': self.id})
@ -329,6 +324,12 @@ class SalesOrder(Order):
customer_reference = models.CharField(max_length=64, blank=True, help_text=_("Customer order reference code"))
target_date = models.DateField(
null=True, blank=True,
verbose_name=_('Target completion date'),
help_text=_('Target date for order completion. Order will be overdue after this date.')
)
shipment_date = models.DateField(blank=True, null=True)
shipped_by = models.ForeignKey(
@ -338,6 +339,23 @@ class SalesOrder(Order):
related_name='+'
)
@property
def is_overdue(self):
"""
Returns true if this SalesOrder is "overdue":
- Not completed
- Target date is "in the past"
"""
# Order cannot be deemed overdue if target_date is not set
if self.target_date is None:
return False
today = datetime.now().date()
return self.is_pending and self.target_date < today
@property
def is_pending(self):
return self.status == SalesOrderStatus.PENDING

30
InvenTree/order/serializers.py
View File

@ -9,6 +9,9 @@ from rest_framework import serializers
from sql_util.utils import SubqueryCount
from django.db.models import Case, When, Value
from django.db.models import BooleanField
from InvenTree.serializers import InvenTreeModelSerializer
from InvenTree.serializers import InvenTreeAttachmentSerializerField
@ -152,12 +155,24 @@ class SalesOrderSerializer(InvenTreeModelSerializer):
def annotate_queryset(queryset):
"""
Add extra information to the queryset
- Number of line items in the SalesOrder
- Overdue status of the SalesOrder
"""
queryset = queryset.annotate(
line_items=SubqueryCount('lines')
)
queryset = queryset.annotate(
overdue=Case(
When(
SalesOrder.OVERDUE_FILTER, then=Value(True, output_field=BooleanField()),
),
default=Value(False, output_field=BooleanField())
)
)
return queryset
customer_detail = CompanyBriefSerializer(source='customer', many=False, read_only=True)
@ -166,24 +181,27 @@ class SalesOrderSerializer(InvenTreeModelSerializer):
status_text = serializers.CharField(source='get_status_display', read_only=True)
overdue = serializers.BooleanField()
class Meta:
model = SalesOrder
fields = [
'pk',
'shipment_date',
'creation_date',
'description',
'line_items',
'link',
'reference',
'customer',
'customer_detail',
'customer_reference',
'description',
'line_items',
'link',
'notes',
'overdue',
'reference',
'status',
'status_text',
'shipment_date',
'notes',
'target_date',
]
read_only_fields = [

17
InvenTree/order/templates/order/sales_order_base.html
View File

@ -37,6 +37,9 @@ src="{% static 'img/blank_image.png' %}"
</h3>
<h3>
{% sales_order_status_label order.status large=True %}
{% if order.is_overdue %}
<span class='label label-large label-large-red'>{% trans "Overdue" %}</span>
{% endif %}
</h3>
<hr>
<p>{{ order.description }}</p>
@ -74,7 +77,12 @@ src="{% static 'img/blank_image.png' %}"
<tr>
<td><span class='fas fa-info'></span></td>
<td>{% trans "Order Status" %}</td>
<td>{% sales_order_status_label order.status %}</td>
<td>
{% sales_order_status_label order.status %}
{% if order.is_overdue %}
<span class='label label-red'>{% trans "Overdue" %}</span>
{% endif %}
</td>
</tr>
<tr>
<td><span class='fas fa-building'></span></td>
@ -100,6 +108,13 @@ src="{% static 'img/blank_image.png' %}"
<td>{% trans "Created" %}</td>
<td>{{ order.creation_date }}<span class='badge'>{{ order.created_by }}</span></td>
</tr>
{% if order.target_date %}
<tr>
<td><span class='fas fa-calendar-alt'></span></td>
<td>{% trans "Target Date" %}</td>
<td>{{ order.target_date }}</td>
</tr>
{% endif %}
{% if order.shipment_date %}
<tr>
<td><span class='fas fa-truck'></span></td>

4
InvenTree/order/tests.py
View File

@ -31,11 +31,11 @@ class OrderTest(TestCase):
self.assertEqual(order.get_absolute_url(), '/order/purchase-order/1/')
self.assertEqual(str(order), 'PO 0001 - ACME')
self.assertEqual(str(order), 'PO0001 - ACME')
line = PurchaseOrderLineItem.objects.get(pk=1)
self.assertEqual(str(line), "100 x ACME0001 from ACME (for PO 0001 - ACME)")
self.assertEqual(str(line), "100 x ACME0001 from ACME (for PO0001 - ACME)")
def test_increment(self):

15
InvenTree/templates/InvenTree/index.html
View File

@ -29,6 +29,7 @@ InvenTree | {% trans "Index" %}
{% endif %}
{% if roles.sales_order.view %}
{% include "InvenTree/so_outstanding.html" with collapse_id="so_outstanding" %}
{% include "InvenTree/so_overdue.html" with collapse_id="so_overdue" %}
{% endif %}
</div>
@ -112,6 +113,14 @@ loadSalesOrderTable("#so-outstanding-table", {
},
});
loadSalesOrderTable("#so-overdue-table", {
url: "{% url 'api-so-list' %}",
params: {
overdue: true,
customer_detail: true,
}
});
$("#latest-parts-table").on('load-success.bs.table', function() {
var count = $("#latest-parts-table").bootstrapTable('getData').length;
@ -166,4 +175,10 @@ $("#so-outstanding-table").on('load-success.bs.table', function() {
$("#so-outstanding-count").html(count);
});
$("#so-overdue-table").on('load-success.bs.table', function() {
var count = $("#so-overdue-table").bootstrapTable('getData').length;
$("#so-overdue-count").html(count);
});
{% endblock %}

15
InvenTree/templates/InvenTree/so_overdue.html Normal file
View File

@ -0,0 +1,15 @@
{% extends "collapse_index.html" %}
{% load i18n %}
{% block collapse_title %}
<span class='fas fa-calendar-times icon-header'></span>
{% trans "Overdue Sales Orders" %}<span class='badge' id='so-overdue-count'><span class='fas fa-spin fa-spinner'></span></span>
{% endblock %}
{% block collapse_content %}
<table class='table table-striped table-condensed' id='so-overdue-table'>
</table>
{% endblock %}

13
InvenTree/templates/js/order.js
View File

@ -235,7 +235,13 @@ function loadSalesOrderTable(table, options) {
value = `${prefix}${value}`;
}
return renderLink(value, `/order/sales-order/${row.pk}/`);
var html = renderLink(value, `/order/sales-order/${row.pk}/`);
if (row.overdue) {
html += makeIconBadge('fa-calendar-times icon-red', '{% trans "Order is overdue" %}');
}
return html;
},
},
{
@ -269,6 +275,11 @@ function loadSalesOrderTable(table, options) {
field: 'creation_date',
title: '{% trans "Creation Date" %}',
},
{
sortable: true,
field: 'target_date',
title: '{% trans "Target Date" %}',
},
{
sortable: true,
field: 'shipment_date',

4
InvenTree/templates/js/table_filters.js
View File

@ -217,6 +217,10 @@ function getAvailableTableFilters(tableKey) {
type: 'bool',
title: '{% trans "Outstanding" %}',
},
overdue: {
type: 'bool',
title: '{% trans "Overdue" %}',
},
};
}