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Calculate weighted average price when merging stock items (#7534)
* Calculate weighted average price when merging stock items * refactor currency averaging - Only add samples which have an associated value * Revert to using two loops * Check for div-by-zero * Add unit testing for purchase price averaging
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@ -20,6 +20,7 @@ from django.dispatch import receiver
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from django.urls import reverse
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from django.utils.translation import gettext_lazy as _
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from djmoney.contrib.exchange.models import convert_money
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from mptt.managers import TreeManager
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from mptt.models import MPTTModel, TreeForeignKey
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from taggit.managers import TaggableManager
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@ -1706,6 +1707,12 @@ class StockItem(
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parent_id = self.parent.pk if self.parent else None
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# Keep track of pricing data for the merged data
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pricing_data = []
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if self.purchase_price:
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pricing_data.append([self.purchase_price, self.quantity])
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for other in other_items:
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# If the stock item cannot be merged, return
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if not self.can_merge(other, raise_error=raise_error, **kwargs):
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@ -1714,11 +1721,15 @@ class StockItem(
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)
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return
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for other in other_items:
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tree_ids.add(other.tree_id)
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for other in other_items:
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self.quantity += other.quantity
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if other.purchase_price:
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# Only add pricing data if it is available
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pricing_data.append([other.purchase_price, other.quantity])
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# Any "build order allocations" for the other item must be assigned to this one
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for allocation in other.allocations.all():
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allocation.stock_item = self
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@ -1744,7 +1755,31 @@ class StockItem(
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deltas={'location': location.pk if location else None},
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)
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# Update the location of the item
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self.location = location
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# Update the unit price - calculate weighted average of available pricing data
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if len(pricing_data) > 0:
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unit_price, quantity = pricing_data[0]
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# Use the first currency as the base currency
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base_currency = unit_price.currency
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total_price = unit_price * quantity
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for price, qty in pricing_data[1:]:
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# Attempt to convert the price to the base currency
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try:
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price = convert_money(price, base_currency)
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total_price += price * qty
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quantity += qty
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except:
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# Skip this entry, cannot convert to base currency
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continue
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if quantity > 0:
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self.purchase_price = total_price / quantity
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self.save()
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# Rebuild stock trees as required
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@ -755,23 +755,14 @@ class StockTest(StockTestBase):
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# First, we will create a stock location structure
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A = StockLocation.objects.create(name='A', description='Top level location')
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B1 = StockLocation.objects.create(name='B1', parent=A)
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B2 = StockLocation.objects.create(name='B2', parent=A)
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B3 = StockLocation.objects.create(name='B3', parent=A)
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C11 = StockLocation.objects.create(name='C11', parent=B1)
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C12 = StockLocation.objects.create(name='C12', parent=B1)
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C21 = StockLocation.objects.create(name='C21', parent=B2)
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C22 = StockLocation.objects.create(name='C22', parent=B2)
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C31 = StockLocation.objects.create(name='C31', parent=B3)
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C32 = StockLocation.objects.create(name='C32', parent=B3)
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# Check that the tree_id is correct for each sublocation
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@ -895,6 +886,62 @@ class StockTest(StockTestBase):
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self.assertEqual(len(p.metadata.keys()), 4)
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def test_merge(self):
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"""Test merging of multiple stock items."""
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from djmoney.money import Money
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part = Part.objects.first()
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part.stock_items.all().delete()
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# Test simple merge without any pricing information
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s1 = StockItem.objects.create(part=part, quantity=10)
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s2 = StockItem.objects.create(part=part, quantity=20)
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s3 = StockItem.objects.create(part=part, quantity=30)
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self.assertEqual(part.stock_items.count(), 3)
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s1.merge_stock_items([s2, s3])
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self.assertEqual(part.stock_items.count(), 1)
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s1.refresh_from_db()
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self.assertEqual(s1.quantity, 60)
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self.assertIsNone(s1.purchase_price)
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part.stock_items.all().delete()
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# Create some stock items with pricing information
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s1 = StockItem.objects.create(part=part, quantity=10, purchase_price=None)
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s2 = StockItem.objects.create(
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part=part, quantity=15, purchase_price=Money(10, 'USD')
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)
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s3 = StockItem.objects.create(part=part, quantity=30)
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self.assertEqual(part.stock_items.count(), 3)
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s1.merge_stock_items([s2, s3])
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self.assertEqual(part.stock_items.count(), 1)
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s1.refresh_from_db()
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self.assertEqual(s1.quantity, 55)
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self.assertEqual(s1.purchase_price, Money(10, 'USD'))
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part.stock_items.all().delete()
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s1 = StockItem.objects.create(
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part=part, quantity=10, purchase_price=Money(5, 'USD')
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)
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s2 = StockItem.objects.create(
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part=part, quantity=25, purchase_price=Money(10, 'USD')
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)
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s3 = StockItem.objects.create(
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part=part, quantity=5, purchase_price=Money(75, 'USD')
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)
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self.assertEqual(part.stock_items.count(), 3)
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s1.merge_stock_items([s2, s3])
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self.assertEqual(part.stock_items.count(), 1)
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s1.refresh_from_db()
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self.assertEqual(s1.quantity, 40)
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# Final purchase price should be the weighted average
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self.assertAlmostEqual(s1.purchase_price.amount, 16.875, places=3)
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class StockBarcodeTest(StockTestBase):
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"""Run barcode tests for the stock app."""
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