Merge pull request #852 from SchrodingersGat/send-to-customer

Send to customer

InvenTree/InvenTree/views.py

@@ -346,6 +346,8 @@ class AjaxUpdateView(AjaxMixin, UpdateView):
             # Include context data about the updated object
             data['pk'] = obj.id
 
+            self.post_save(obj)
+
             try:
                 data['url'] = obj.get_absolute_url()
             except AttributeError:
@@ -353,6 +355,13 @@ class AjaxUpdateView(AjaxMixin, UpdateView):
 
         return self.renderJsonResponse(request, form, data)
 
+    def post_save(self, obj, *args, **kwargs):
+        """
+        Hook called after the form data is saved.
+        (Optional)
+        """
+        pass
+
 
 class AjaxDeleteView(AjaxMixin, UpdateView):
 

InvenTree/order/models.py

@@ -632,24 +632,14 @@ class SalesOrderAllocation(models.Model):
 
         order = self.line.order
 
-        item = self.item
+        item = self.item.allocateToCustomer(
+            order.customer,
+            quantity=self.quantity,
+            order=order,
+            user=user
+        )
 
-        # If the allocated quantity is less than the amount available,
+        # Update our own reference to the StockItem
-        # then split the stock item into two lots
+        # (It may have changed if the stock was split)
-        if item.quantity > self.quantity:
-
-            # Grab a copy of the new stock item (which will keep track of its "parent")
-            item = item.splitStock(self.quantity, None, user)
-
-            # Update our own reference to the new item
         self.item = item
         self.save()
-
-        # Assign the StockItem to the SalesOrder customer
-        item.sales_order = order
-
-        # Clear the location
-        item.location = None
-        item.status = StockStatus.SHIPPED
-
-        item.save()

InvenTree/stock/forms.py

@@ -34,6 +34,18 @@ class EditStockItemAttachmentForm(HelperForm):
         ]
 
 
+class AssignStockItemToCustomerForm(HelperForm):
+    """
+    Form for manually assigning a StockItem to a Customer
+    """
+
+    class Meta:
+        model = StockItem
+        fields = [
+            'customer',
+        ]
+
+
 class EditStockItemTestResultForm(HelperForm):
     """
     Form for creating / editing a StockItemTestResult object.

InvenTree/stock/migrations/0045_stockitem_customer.py

@@ -0,0 +1,20 @@
+# Generated by Django 3.0.5 on 2020-06-04 03:20
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('company', '0021_remove_supplierpart_manufacturer_name'),
+        ('stock', '0044_auto_20200528_1036'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='stockitem',
+            name='customer',
+            field=models.ForeignKey(help_text='Customer', limit_choices_to={'is_customer': True}, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='assigned_stock', to='company.Company', verbose_name='Customer'),
+        ),
+    ]

InvenTree/stock/models.py

@@ -32,6 +32,7 @@ from InvenTree.status_codes import StockStatus
 from InvenTree.models import InvenTreeTree, InvenTreeAttachment
 from InvenTree.fields import InvenTreeURLField
 
+from company import models as CompanyModels
 from part import models as PartModels
 
 
@@ -217,12 +218,6 @@ class StockItem(MPTTModel):
 
         super().clean()
 
-        if self.status == StockStatus.SHIPPED and self.sales_order is None:
-            raise ValidationError({
-                'sales_order': "SalesOrder must be specified as status is marked as SHIPPED",
-                'status': "Status cannot be marked as SHIPPED if the Customer is not set",
-            })
-
         if self.status == StockStatus.ASSIGNED_TO_OTHER_ITEM and self.belongs_to is None:
             raise ValidationError({
                 'belongs_to': "Belongs_to field must be specified as statis is marked as ASSIGNED_TO_OTHER_ITEM",
@@ -352,6 +347,16 @@ class StockItem(MPTTModel):
         help_text=_('Is this item installed in another item?')
     )
 
+    customer = models.ForeignKey(
+        CompanyModels.Company,
+        on_delete=models.SET_NULL,
+        null=True,
+        limit_choices_to={'is_customer': True},
+        related_name='assigned_stock',
+        help_text=_("Customer"),
+        verbose_name=_("Customer"),
+    )
+
     serial = models.PositiveIntegerField(
         verbose_name=_('Serial Number'),
         blank=True, null=True,
@@ -431,6 +436,64 @@ class StockItem(MPTTModel):
         help_text=_('Stock Item Notes')
     )
 
+    def clearAllocations(self):
+        """
+        Clear all order allocations for this StockItem:
+
+        - SalesOrder allocations
+        - Build allocations
+        """
+
+        # Delete outstanding SalesOrder allocations
+        self.sales_order_allocations.all().delete()
+
+        # Delete outstanding BuildOrder allocations
+        self.allocations.all().delete()
+
+    def allocateToCustomer(self, customer, quantity=None, order=None, user=None, notes=None):
+        """
+        Allocate a StockItem to a customer.
+
+        This action can be called by the following processes:
+        - Completion of a SalesOrder
+        - User manually assigns a StockItem to the customer
+
+        Args:
+            customer: The customer (Company) to assign the stock to
+            quantity: Quantity to assign (if not supplied, total quantity is used)
+            order: SalesOrder reference
+            user: User that performed the action
+            notes: Notes field
+        """
+
+        if quantity is None:
+            quantity = self.quantity
+
+        if quantity >= self.quantity:
+            item = self
+        else:
+            item = self.splitStock(quantity, None, user)
+
+        # Update StockItem fields with new information
+        item.sales_order = order
+        item.status = StockStatus.SHIPPED
+        item.customer = customer
+        item.location = None
+
+        item.save()
+
+        # TODO - Remove any stock item allocations from this stock item
+
+        item.addTransactionNote(
+            _("Assigned to Customer"),
+            user,
+            notes=_("Manually assigned to customer") + " " + customer.name,
+            system=True
+        )
+
+        # Return the reference to the stock item
+        return item
+
     # If stock item is incoming, an (optional) ETA field
     # expected_arrival = models.DateField(null=True, blank=True)
 

InvenTree/stock/templates/stock/item_base.html

@@ -71,43 +71,48 @@ InvenTree | {% trans "Stock Item" %} - {{ item }}
     {% include "qr_button.html" %}
     {% if item.in_stock %}
     {% if not item.serialized %}
-    <button type='button' class='btn btn-default' id='stock-add' title='Add to stock'>
+    <button type='button' class='btn btn-default' id='stock-add' title='{% trans "Add to stock" %}'>
         <span class='fas fa-plus-circle icon-green'/>
     </button>
-    <button type='button' class='btn btn-default' id='stock-remove' title='Take from stock'>
+    <button type='button' class='btn btn-default' id='stock-remove' title='{% trans "Take from stock" %}'>
         <span class='fas fa-minus-circle icon-red''/>
     </button>
-    <button type='button' class='btn btn-default' id='stock-count' title='Count stock'>
+    <button type='button' class='btn btn-default' id='stock-count' title='{% trans "Count stock" %}'>
         <span class='fas fa-clipboard-list'/>
     </button>
     {% if item.part.trackable %}
-    <button type='button' class='btn btn-default' id='stock-serialize' title='Serialize stock'>
+    <button type='button' class='btn btn-default' id='stock-serialize' title='{% trans "Serialize stock" %}'>
         <span class='fas fa-hashtag'/>
     </button>
     {% endif %}
+    {% if item.part.salable %}
+    <button type='button' class='btn btn-default' id='stock-assign-to-customer' title='{% trans "Assign to Customer" %}'>
+        <span class='fas fa-user-tie'/>
+    </button>
     {% endif %}
-    <button type='button' class='btn btn-default' id='stock-move' title='Transfer stock'>
+    {% endif %}
+    <button type='button' class='btn btn-default' id='stock-move' title='{% trans "Transfer stock" %}'>
         <span class='fas fa-exchange-alt icon-blue'/>
     </button>
-    <button type='button' class='btn btn-default' id='stock-duplicate' title='Duplicate stock item'>
+    <button type='button' class='btn btn-default' id='stock-duplicate' title='{% trans "Duplicate stock item" %}'>
         <span class='fas fa-copy'/>
     </button>
     {% endif %}
     {% if item.part.has_variants %}
-    <button type='button' class='btn btn-default' id='stock-convert' title="Convert stock to variant">
+    <button type='button' class='btn btn-default' id='stock-convert' title='{% trans "Convert stock to variant" %}'>
         <span class='fas fa-screwdriver'/>
     </button>
     {% endif %}
     {% if item.part.has_test_report_templates %}
-    <button type='button' class='btn btn-default' id='stock-test-report' title='Generate test report'>
+    <button type='button' class='btn btn-default' id='stock-test-report' title='{% trans "Generate test report" %}'>
         <span class='fas fa-tasks'/>
     </button>
     {% endif %}
-    <button type='button' class='btn btn-default' id='stock-edit' title='Edit stock item'>
+    <button type='button' class='btn btn-default' id='stock-edit' title='{% trans "Edit stock item" %}'>
         <span class='fas fa-edit icon-blue'/>
     </button>
     {% if item.can_delete %}
-    <button type='button' class='btn btn-default' id='stock-delete' title='Edit stock item'>
+    <button type='button' class='btn btn-default' id='stock-delete' title='{% trans "Edit stock item" %}'>
         <span class='fas fa-trash-alt icon-red'/>
     </button>
     {% endif %}
@@ -126,6 +131,13 @@ InvenTree | {% trans "Stock Item" %} - {{ item }}
             <a href="{% url 'part-stock' item.part.id %}">{{ item.part.full_name }}
         </td>
     </tr>
+    {% if item.customer %}
+    <tr>
+        <td><span class='fas fa-user-tie'></span></td>
+        <td>{% trans "Customer" %}</td>
+        <td><a href="{% url 'company-detail' item.customer.id %}">{{ item.customer.name }}</a></td>
+    </tr>
+    {% endif %}
     {% if item.belongs_to %}
     <tr>
         <td><span class='fas fa-box'></span></td>
@@ -320,6 +332,16 @@ $("#show-qr-code").click(function() {
 
 {% if item.in_stock %}
 
+{% if item.part.salable %}
+$("#stock-assign-to-customer").click(function() {
+    launchModalForm("{% url 'stock-item-assign' item.id %}",
+        {
+            reload: true,
+        }
+    );
+});
+{% endif %}
+
 function itemAdjust(action) {
     launchModalForm("/stock/adjust/", 
         {

InvenTree/stock/urls.py

@@ -23,6 +23,7 @@ stock_item_detail_urls = [
     url(r'^delete/', views.StockItemDelete.as_view(), name='stock-item-delete'),
     url(r'^qr_code/', views.StockItemQRCode.as_view(), name='stock-item-qr'),
     url(r'^delete_test_data/', views.StockItemDeleteTestData.as_view(), name='stock-item-delete-test-data'),
+    url(r'^assign/', views.StockItemAssignToCustomer.as_view(), name='stock-item-assign'),
 
     url(r'^add_tracking/', views.StockItemTrackingCreate.as_view(), name='stock-tracking-create'),
 

InvenTree/stock/views.py

@@ -223,6 +223,43 @@ class StockItemAttachmentDelete(AjaxDeleteView):
         }
 
 
+class StockItemAssignToCustomer(AjaxUpdateView):
+    """
+    View for manually assigning a StockItem to a Customer
+    """
+
+    model = StockItem
+    ajax_form_title = _("Assign to Customer")
+    context_object_name = "item"
+    form_class = StockForms.AssignStockItemToCustomerForm
+
+    def post(self, request, *args, **kwargs):
+
+        customer = request.POST.get('customer', None)
+
+        if customer:
+            try:
+                customer = Company.objects.get(pk=customer)
+            except (ValueError, Company.DoesNotExist):
+                customer = None
+
+        if customer is not None:
+            stock_item = self.get_object()
+
+            item = stock_item.allocateToCustomer(
+                customer,
+                user=request.user
+            )
+
+            item.clearAllocations()
+
+        data = {
+            'form_valid': True,
+        }
+
+        return self.renderJsonResponse(request, self.get_form(), data)
+
+
 class StockItemDeleteTestData(AjaxUpdateView):
     """
     View for deleting all test data