1 package SL::Helper::Inventory;
6 use Exporter qw(import);
7 use List::Util qw(min);
8 use List::UtilsBy qw(sort_by);
9 use List::MoreUtils qw(any);
11 use SL::Locale::String qw(t8);
12 use SL::MoreCommon qw(listify);
13 use SL::DBUtils qw(selectall_hashref_query selectrow_query);
14 use SL::DB::TransferType;
17 our @EXPORT_OK = qw(get_stock get_onhand allocate allocate_for_assembly produce_assembly);
18 our %EXPORT_TAGS = (ALL => \@EXPORT_OK);
20 sub _get_stock_onhand {
23 my $onhand_mode = !!$params{onhand};
25 my @selects = ('SUM(qty) as qty');
31 my @ids = map { ref $_ ? $_->id : $_ } listify($params{part});
32 push @where, sprintf "parts_id IN (%s)", join ', ', ("?") x @ids;
37 my @ids = map { ref $_ ? $_->id : $_ } listify($params{bin});
38 push @where, sprintf "bin_id IN (%s)", join ', ', ("?") x @ids;
42 if ($params{warehouse}) {
43 my @ids = map { ref $_ ? $_->id : $_ } listify($params{warehouse});
44 push @where, sprintf "warehouse.id IN (%s)", join ', ', ("?") x @ids;
48 if ($params{chargenumber}) {
49 my @ids = listify($params{chargenumber});
50 push @where, sprintf "chargenumber IN (%s)", join ', ', ("?") x @ids;
55 push @where, sprintf "shippingdate <= ?";
56 push @values, $params{date};
59 if ($params{bestbefore}) {
60 push @where, sprintf "bestbefore >= ?";
61 push @values, $params{bestbefore};
65 if ($params{onhand} && !$params{warehouse}) {
66 push @where, 'NOT warehouse.forreserve';
70 if ($params{onhand} && !$params{reserve_for}) {
71 push @where, 'reserve_for_id IS NULL AND reserve_for_table IS NULL';
74 if ($params{reserve_for}) {
75 my @objects = listify($params{chargenumber});
77 push @tokens, ( "(reserve_for_id = ? AND reserve_for_table = ?)") x @objects;
78 push @values, map { ($_->id, $_->meta->table) } @objects;
79 push @where, '(' . join(' OR ', @tokens) . ')';
84 part => [ qw(parts_id) ],
85 bin => [ qw(bin_id inventory.warehouse_id warehouse.forreserve)],
86 warehouse => [ qw(inventory.warehouse_id warehouse.forreserve) ],
87 chargenumber => [ qw(chargenumber) ],
88 bestbefore => [ qw(bestbefore) ],
89 reserve_for => [ qw(reserve_for_id reserve_for_table) ],
90 for_allocate => [ qw(parts_id bin_id inventory.warehouse_id warehouse.forreserve chargenumber bestbefore reserve_for_id reserve_for_table) ],
94 for (listify($params{by})) {
95 my $selects = $allowed_by{$_} or Carp::croak("unknown option for by: $_");
96 push @selects, @$selects;
97 push @groups, @$selects;
101 my $select = join ',', @selects;
102 my $where = @where ? 'WHERE ' . join ' AND ', @where : '';
103 my $group_by = @groups ? 'GROUP BY ' . join ', ', @groups : '';
106 SELECT $select FROM inventory
107 LEFT JOIN bin ON bin_id = bin.id
108 LEFT JOIN warehouse ON bin.warehouse_id = warehouse.id
113 my $results = selectall_hashref_query($::form, SL::DB->client->dbh, $query, @values);
116 part => 'SL::DB::Manager::Part',
117 bin => 'SL::DB::Manager::Bin',
118 warehouse => 'SL::DB::Manager::Warehouse',
119 reserve_for => undef,
125 warehouse => 'warehouse_id',
128 if ($params{by} && $params{with_objects}) {
129 for my $with_object (listify($params{with_objects})) {
130 Carp::croak("unknown with_object $with_object") if !exists $with_objects{$with_object};
132 if (my $manager = $with_objects{$with_object}) {
133 my $slot = $slots{$with_object};
134 next if !(my @ids = map { $_->{$slot} } @$results);
135 my $objects = $manager->get_all(query => [ id => \@ids ]);
136 my %objects_by_id = map { $_->id => $_ } @$objects;
138 $_->{$with_object} = $objects_by_id{$_->{$slot}} for @$results;
140 # need to fetch all reserve_for_table partitions
148 return $results->[0]{qty};
153 _get_stock_onhand(@_, onhand => 0);
157 _get_stock_onhand(@_, onhand => 1);
163 my $part = $params{part} or Carp::croak('allocate needs a part');
164 my $qty = $params{qty} or Carp::croak('allocate needs a qty');
166 return () if $qty <= 0;
168 my $results = get_stock(part => $part, by => 'for_allocate');
169 my %bin_whitelist = map { (ref $_ ? $_->id : $_) => 1 } listify($params{bin});
170 my %wh_whitelist = map { (ref $_ ? $_->id : $_) => 1 } listify($params{warehouse});
171 my %chargenumbers = map { (ref $_ ? $_->id : $_) => 1 } listify($params{chargenumber});
172 my %reserve_whitelist;
173 if ($params{reserve_for}) {
174 $reserve_whitelist{ $_->meta->table }{ $_->id } = 1 for listify($params{reserve_for});
177 # filter the results. we don't want:
179 # - bins that are reserve but not in the white-list of warehouses or bins
180 # - reservations that are not white-listed
182 my @filtered_results = grep {
183 (!$_->{forreserve} || $bin_whitelist{$_->{bin_id}} || $wh_whitelist{$_->{warehouse_id}})
184 && (!$_->{reserve_for_id} || $reserve_whitelist{ $_->{reserve_for_table} }{ $_->{reserve_for_id} })
187 # sort results so that reserve_for is first, then chargenumbers, then wanted bins, then wanted warehouses
188 my @sorted_results = sort {
189 (!!$b->{reserve_for_id}) <=> (!!$a->{reserve_for_id}) # sort by existing reserve_for_id first.
190 || $chargenumbers{$b->{chargenumber}} <=> $chargenumbers{$a->{chargenumber}} # then prefer wanted chargenumbers
191 || $bin_whitelist{$b->{bin_id}} <=> $bin_whitelist{$a->{bin_id}} # then prefer wanted bins
192 || $wh_whitelist{$b->{warehouse_id}} <=> $wh_whitelist{$a->{warehouse_id}} # then prefer wanted bins
198 for my $chunk (@sorted_results) {
199 my $qty = min($chunk->{qty}, $rest_qty);
201 push @allocations, SL::Helper::Inventory::Allocation->new(
202 parts_id => $chunk->{parts_id},
204 comment => $params{comment},
205 bin_id => $chunk->{bin_id},
206 warehouse_id => $chunk->{warehouse_id},
207 chargenumber => $chunk->{chargenumber},
208 bestbefore => $chunk->{bestbefore},
209 reserve_for_id => $chunk->{reserve_for_id},
210 reserve_for_table => $chunk->{reserve_for_table},
215 last if $rest_qty == 0;
219 die SL::X::Inventory::Allocation->new(
220 error => 'not enough to allocate',
221 msg => t8("can not allocate #1 units of #2, missing #3 units", $qty, $part->displayable_name, $rest_qty),
228 sub allocate_for_assembly {
231 my $part = $params{part} or Carp::croak('allocate needs a part');
232 my $qty = $params{qty} or Carp::croak('allocate needs a qty');
234 Carp::croak('not an assembly') unless $part->is_assembly;
236 my %parts_to_allocate;
238 for my $assembly ($part->assemblies) {
239 $parts_to_allocate{ $assembly->part->id } //= 0;
240 $parts_to_allocate{ $assembly->part->id } += $assembly->qty * $qty; # TODO recipe factor
245 for my $part_id (keys %parts_to_allocate) {
246 my $part = SL::DB::Part->new(id => $part_id);
247 push @allocations, allocate(%params, part => $part, qty => $parts_to_allocate{$part_id});
253 sub produce_assembly {
256 my $part = $params{part} or Carp::croak('allocate needs a part');
257 my $qty = $params{qty} or Carp::croak('allocate needs a qty');
259 my $allocations = $params{allocations};
260 if (!$allocations && $params{auto_allocate}) {
261 $allocations = [ allocate_for_assembly(part => $part, qty => $qty) ];
263 Carp::croak("need allocations or auto_allocate to produce something") unless $allocations;
266 my $bin = $params{bin} or Carp::croak("need target bin");
267 my $chargenumber = $params{chargenumber};
268 my $bestbefore = $params{bestbefore};
269 my $comment = $params{comment} // '';
271 my $production_order_item = $params{production_order_item};
272 my $invoice = $params{invoice};
273 my $project = $params{project};
274 my $reserve_for = $params{reserve_for};
276 my $reserve_for_id = $reserve_for ? $reserve_for->id : undef;
277 my $reserve_for_table = $reserve_for ? $reserve_for->meta->table : undef;
279 my $shippingdate = $params{shippingsdate} // DateTime->now_local;
281 my $trans_id = $params{trans_id};
282 ($trans_id) = selectrow_query($::form, SL::DB->client->dbh, qq|SELECT nextval('id')| ) unless $trans_id;
284 my $trans_type_out = SL::DB::Manager::TransferType->find_by(direction => 'out', description => 'used');
285 my $trans_type_in = SL::DB::Manager::TransferType->find_by(direction => 'in', description => 'assembled');
287 # check whether allocations are sane
288 if (!$params{no_check_allocations} && !$params{auto_allocate}) {
289 my %allocations_by_part = map { $_->parts_id => $_->qty } @$allocations;
290 for my $assembly ($part->assemblies) {
291 $allocations_by_part{ $assembly->parts_id } -= $assembly->qty * $qty; # TODO recipe factor
294 die "allocations are insufficient for production" if any { $_ < 0 } values %allocations_by_part;
298 for my $allocation (@$allocations) {
299 push @transfers, SL::DB::Inventory->new(
300 trans_id => $trans_id,
302 qty => -$allocation->qty,
303 trans_type => $trans_type_out,
304 shippingdate => $shippingdate,
305 employee => SL::DB::Manager::Employee->current,
309 push @transfers, SL::DB::Inventory->new(
310 trans_id => $trans_id,
311 trans_type => $trans_type_in,
315 warehouse => $bin->warehouse_id,
316 chargenumber => $chargenumber,
317 bestbefore => $bestbefore,
318 reserve_for_id => $reserve_for_id,
319 reserve_for_table => $reserve_for_table,
320 shippingdate => $shippingdate,
324 prod => $production_order_item,
325 employee => SL::DB::Manager::Employee->current,
328 SL::DB->client->with_transaction(sub {
329 $_->save for @transfers;
332 die SL::DB->client->error;
338 package SL::Helper::Inventory::Allocation {
339 my @attributes = qw(parts_id qty bin_id warehouse_id chargenumber bestbefore comment reserve_for_id reserve_for_table);
340 my %attributes = map { $_ => 1 } @attributes;
342 for my $name (@attributes) {
344 *{"SL::Helper::Inventory::Allocation::$name"} = sub { $_[0]{$name} };
348 my ($class, %params) = @_;
350 Carp::croak("missing attribute $_") for grep { !exists $params{$_} } @attributes;
351 Carp::croak("unknown attribute $_") for grep { !exists $attributes{$_} } keys %params;
352 Carp::croak("$_ must be set") for grep { !$params{$_} } qw(parts_id qty bin_id);
353 Carp::croak("$_ must be positive") for grep { !($params{$_} > 0) } qw(parts_id qty bin_id);
355 bless { %params }, $class;
365 SL::WH - Warehouse and Inventory API
369 # See description for an intro to the concepts used here.
371 use SL::Helper::Inventory;
373 # stock, get "what's there" for a part with various conditions:
374 my $qty = SL::Helper::Inventory->get_stock(part => $part); # how much is on stock?
375 my $qty = SL::Helper::Inventory->get_stock(part => $part, date => $date); # how much was on stock at a specific time?
376 my $qty = SL::Helper::Inventory->get_stock(part => $part, bin => $bin); # how is on stock in a specific bin?
377 my $qty = SL::Helper::Inventory->get_stock(part => $part, warehouse => $warehouse); # how is on stock in a specific warehouse?
378 my $qty = SL::Helper::Inventory->get_stock(part => $part, chargenumber => $chargenumber); # how is on stock of a specific chargenumber?
380 # onhand, get "what's available" for a part with various conditions:
381 my $qty = SL::Helper::Inventory->get_onhand(part => $part); # how much is available?
382 my $qty = SL::Helper::Inventory->get_onhand(part => $part, date => $date); # how much was available at a specific time?
383 my $qty = SL::Helper::Inventory->get_onhand(part => $part, bin => $bin); # how much is available in a specific bin?
384 my $qty = SL::Helper::Inventory->get_onhand(part => $part, warehouse => $warehouse); # how much is available in a specific warehouse?
385 my $qty = SL::Helper::Inventory->get_onhand(part => $part, chargenumber => $chargenumber); # how much is availbale of a specific chargenumber?
386 my $qty = SL::Helper::Inventory->get_onhand(part => $part, reserve_for => $order); # how much is available if you include this reservation?
389 my $data = SL::Helper::Inventory->get_onhand(
390 warehouse => $warehouse,
391 by => [ qw(bin part chargenumber reserve_for) ],
392 with_objects => [ qw(bin part) ],
396 my @allocations, SL::Helper::Inventory->allocate(
397 part => $part, # part_id works too
398 qty => $qty, # must be positive
399 chargenumber => $chargenumber, # optional, may be arrayref. if provided these charges will be used first
400 bestbefore => $datetime, # optional, defaults to today. items with bestbefore prior to that date wont be used
401 reserve_for => $object, # optional, may be arrayref. if provided the qtys reserved for these objects will be used first
402 bin => $bin, # optional, may be arrayref. if provided
405 # shortcut to allocate all that is needed for producing an assembly, will use chargenumbers as appropriate
406 my @allocations, SL::Helper::Inventory->allocate_for_assembly(
407 part => $assembly, # part_id works too
408 qty => $qty, # must be positive
411 # create allocation manually, bypassing checks, all of these need to be passed, even undefs
412 my $allocation = SL::Helper::Inventory::Allocation->new(
413 part_id => $part->id,
415 bin_id => $bin_obj->id,
416 warehouse_id => $bin_obj->warehouse_id,
417 chargenumber => '1823772365',
419 reserve_for_id => undef,
420 reserve_for_table => undef,
424 SL::Helper::Inventory->produce_assembly(
425 part => $part, # target assembly
427 allocations => \@allocations, # allocations to use. alternatively use "auto_allocate => 1,"
430 bin => $bin, # needed unless a global standard target is configured
431 chargenumber => $chargenumber, # optional
432 bestbefore => $datetime, # optional
433 comment => $comment, # optional
435 # links, all optional
436 production_order_item => $item,
437 reserve_for => $object,
442 New functions for the warehouse and inventory api.
444 The WH api currently has three large shortcomings. It is very hard to just get
445 the current stock for an item, it's extremely complicated to use it to produce
446 assemblies while ensuring that no stock ends up negative, and it's very hard to
447 use it to get an overview over the actual contents of the inventory.
449 The first problem has spawned several dozen small functions in the program that
450 try to implement that, and those usually miss some details. They may ignore
451 reservations, or reserve warehouses, or bestbefore times.
453 To get this cleaned up a bit this code introduces two concepts: stock and onhand.
455 Stock is defined as the actual contents of the inventory, everything that is
456 there. Onhand is what is available, which means things that are stocked and not
457 reserved and not expired.
459 The two new functions C<get_stock> and C<get_onhand> encapsulate these principles and
460 allow simple access with some optional filters for chargenumbers or warehouses.
461 Both of them have a batch mode that can be used to get these information to
462 supllement smiple reports.
464 To address the safe assembly creation a new function has been added.
465 C<allocate> will try to find the requested quantity of a part in the inventory
466 and will return allocations of it which can then be used to create the
467 assembly. Allocation will happen with the C<onhand> semantics defined above,
468 meaning that by default no reservations or expired goods will be used. The
469 caller can supply hints of what shold be used and in those cases chargenumber
470 and reservations will be used up as much as possible first. C<allocate> will
471 always try to fulfil the request even beyond those. Should the required amount
472 not be stocked, allocate will throw an exception.
474 C<produce_assembly> has been rewritten to only accept parameters about the
475 target of the production, and requires allocations to complete the request. The
476 allocations can be supplied manually, or can be generated automatically.
477 C<produce_assembly> will check whether enough allocations are given to create
478 the recipe, but will not check whether the allocations are backed. If the
479 allocations are not sufficient or if the auto-allocation fails an exception
480 is returned. If you need to produce something that is not in the inventory, you
481 can bypass those checks by creating the allocations yourself (see
482 L</"ALLOCATION DATA STRUCTURE">).
484 Note: this is only intended to cover the scenarios described above. For other cases:
490 If you need the reserved amount for an order use C<SL::DB::Helper::Reservation>
495 If you need actual inventory objects because of record links, prod_id links or
496 something like that load them directly. And strongly consider redesigning that,
497 because it's really fragile.
501 You need weight or accounting information you're on your own. The inventory api
502 only concerns itself with the raw quantities.
506 If you need the first stock date of parts, or anything related to a specific
507 transfer type or direction, this is not covered yet.
515 =item * get_stock PARAMS
517 Returns for single parts how much actually exists in the inventory.
525 The part. Must be present without C<by>. May be arrayref with C<by>. Can be object or id.
529 If given, will only return stock on these bins. Optional. May be array, May be object or id.
533 If given, will only return stock on these warehouses. Optional. May be array, May be object or id.
537 If given, will return stock as it were on this timestamp. Optional. Must be L<DateTime> object.
541 If given, will only show stock with this chargenumber. Optional. May be array.
545 See L</"STOCK/ONHAND REPORT MODE">
549 See L</"STOCK/ONHAND REPORT MODE">
553 Will return a single qty normally, see L</"STOCK/ONHAND REPORT MODE"> for batch
554 mode when C<by> is given.
556 =item * get_onhand PARAMS
558 Returns for single parts how much is available in the inventory. That excludes:
559 reserved quantities, reserved warehouses and stock with expired bestbefore.
561 It takes all options of L</get_stock> but treats some of the differently and has some additional ones:
567 Usually C<onhand> will not include results from warehouses with the C<reserve>
568 flag. However giving an explicit list of warehouses will include there in the
569 search, as well as all others.
573 =item * reserve_warehouse
579 =item * allocate PARAMS
591 Bin object. Optional.
595 Warehouse object. Optional.
607 Needs to be a rose object, where id and table can be extracted. Optional.
611 Tries to allocate the required quantity using what is currently onhand. If
612 given any of C<bin>, C<warehouse>, C<chargenumber>, C<reserve_for>
615 =item * allocate_for_assembly PARAMS
617 Shortcut to allocate everything for an assembly. Takes the same arguments. Will
618 compute the required amount for each assembly part and allocate all of them.
620 =item * produce_assembly
625 =head1 STOCK/ONHAND REPORT MODE
627 If the special option C<by> is given with an arrayref, the result will instead
628 be an arrayref of partitioned stocks by those fields. Valid partitions are:
634 If this is given, part is optional in the parameters
648 Note: If you want to use the returned data to create allocations you I<need> to
649 enable all of these. To make this easier a special shortcut exists
651 In this mode, C<with_objects> can be used to load C<warehouse>, C<bin>,
652 C<parts>, and the C<reserve_for> objects in one go, just like with Rose. They
653 need to be present in C<by> before that though.
655 =head1 ALLOCATION ALGORITHM
657 When calling allocate, the current onhand (== available stock) of the item will
658 be used to decide which bins/chargenumbers/bestbefore can be used.
660 In general allocate will try to make the request happen, and will use the
661 provided charges up first, and then tap everything else. If you need to only
662 I<exactly> use the provided charges, you'll need to craft the allocations
663 yourself. See L</"ALLOCATION DATA STRUCTURE"> for that.
665 If C<reserve_for> is given, those will be used up first too.
667 If C<reserved_warehouse> is given, those will be used up second.
669 If C<chargenumber> is given, those will be used up next.
671 After that normal quantities will be used.
673 These are tiebreakers and expected to rarely matter in reality. If you need
674 finegrained control over which allocation is used, you may want to get the
675 onhands yourself and select the appropriate ones.
677 Only quantities with C<bestbefore> unset or after the given date will be
678 considered. If more than one charge is eligible, the earlier C<bestbefore>
681 Allocations do NOT have an internal memory and can't react to other allocations
682 of the same part earlier. Never double allocate the same part within a
685 =head1 ALLOCATION DATA STRUCTURE
687 Allocations are instances of the helper class C<SL::Helper::Inventory::Allocation>. They require
688 each of the following attributes to be set at creation time:
704 =item * reserve_for_id
706 =item * reserve_for_table
710 C<chargenumber>, C<bestbefore>, C<reserve_for_id> and C<reserve_for_table> may
711 be C<undef> (but must still be present at creation time). Instances are
712 considered immutable.
714 =head1 ERROR HANDLING
716 C<allocate> and C<produce_assembly> will throw exceptions if the request can
717 not be completed. The usual reason will be insufficient onhand to allocate, or
718 insufficient allocations to process the request.
722 * define and describe error classes
723 * define wrapper classes for stock/onhand batch mode return values
724 * handle extra arguments in produce: shippingdate, project, oe
725 * clean up allocation helper class
726 * with objects for reservations
736 Sven Schöling E<lt>sven.schoeling@opendynamic.deE<gt>