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 check_constraints);
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
197 for my $chunk (@sorted_results) {
198 my $qty = min($chunk->{qty}, $rest_qty);
200 push @allocations, SL::Helper::Inventory::Allocation->new(
201 parts_id => $chunk->{parts_id},
203 comment => $params{comment},
204 bin_id => $chunk->{bin_id},
205 warehouse_id => $chunk->{warehouse_id},
206 chargenumber => $chunk->{chargenumber},
207 bestbefore => $chunk->{bestbefore},
208 reserve_for_id => $chunk->{reserve_for_id},
209 reserve_for_table => $chunk->{reserve_for_table},
214 last if $rest_qty == 0;
217 die SL::X::Inventory::Allocation->new(
218 error => t8('not enough to allocate'),
219 msg => t8("can not allocate #1 units of #2, missing #3 units", $qty, $part->displayable_name, $rest_qty),
222 if ($params{constraints}) {
223 check_constraints($params{constraints},\@allocations);
229 sub allocate_for_assembly {
232 my $part = $params{part} or Carp::croak('allocate needs a part');
233 my $qty = $params{qty} or Carp::croak('allocate needs a qty');
235 Carp::croak('not an assembly') unless $part->is_assembly;
237 my %parts_to_allocate;
239 for my $assembly ($part->assemblies) {
240 $parts_to_allocate{ $assembly->part->id } //= 0;
241 $parts_to_allocate{ $assembly->part->id } += $assembly->qty * $qty; # TODO recipe factor
246 for my $part_id (keys %parts_to_allocate) {
247 my $part = SL::DB::Part->load_cached($part_id);
248 push @allocations, allocate(%params, part => $part, qty => $parts_to_allocate{$part_id});
254 sub check_constraints {
255 my ($constraints, $allocations) = @_;
256 if ('CODE' eq ref $constraints) {
257 if (!$constraints->(@$allocations)) {
258 die SL::X::Inventory::Allocation->new(
259 error => 'allocation constraints failure',
260 msg => t8("Allocations didn't pass constraints"),
264 croak 'constraints needs to be a hashref' unless 'HASH' eq ref $constraints;
266 my %supported_constraints = (
268 warehouse_id => 'warehouse_id',
269 chargenumber => 'chargenumber',
272 for (keys %$constraints ) {
273 croak "unsupported constraint '$_'" unless $supported_constraints{$_};
275 my %whitelist = map { (ref $_ ? $_->id : $_) => 1 } listify($constraints->{$_});
276 my $accessor = $supported_constraints{$_};
278 if (any { !$whitelist{$_->$accessor} } @$allocations) {
279 my %error_constraints = (
280 bin_id => t8('Bins'),
281 warehouse_id => t8('Warehouses'),
282 chargenumber => t8('Chargenumbers'),
284 die SL::X::Inventory::Allocation->new(
285 error => 'allocation constraints failure',
286 msg => t8("Allocations didn't pass constraints for #1",$error_constraints{$_}),
293 sub produce_assembly {
296 my $part = $params{part} or Carp::croak('produce_assembly needs a part');
297 my $qty = $params{qty} or Carp::croak('produce_assembly needs a qty');
299 my $allocations = $params{allocations};
300 if ($params{auto_allocate}) {
301 Carp::croak("produce_assembly: can't have both allocations and auto_allocate") if $params{allocations};
302 $allocations = [ allocate_for_assembly(part => $part, qty => $qty) ];
304 Carp::croak("produce_assembly: need allocations or auto_allocate to produce something") if !$params{allocations};
305 $allocations = $params{allocations};
308 my $bin = $params{bin} or Carp::croak("need target bin");
309 my $chargenumber = $params{chargenumber};
310 my $bestbefore = $params{bestbefore};
311 my $oe_id = $params{oe_id};
312 my $comment = $params{comment} // '';
314 my $production_order_item = $params{production_order_item};
315 my $invoice = $params{invoice};
316 my $project = $params{project};
317 my $reserve_for = $params{reserve_for};
319 my $reserve_for_id = $reserve_for ? $reserve_for->id : undef;
320 my $reserve_for_table = $reserve_for ? $reserve_for->meta->table : undef;
322 my $shippingdate = $params{shippingsdate} // DateTime->now_local;
324 my $trans_id = $params{trans_id};
325 ($trans_id) = selectrow_query($::form, SL::DB->client->dbh, qq|SELECT nextval('id')| ) unless $trans_id;
327 my $trans_type_out = SL::DB::Manager::TransferType->find_by(direction => 'out', description => 'used');
328 my $trans_type_in = SL::DB::Manager::TransferType->find_by(direction => 'in', description => 'assembled');
330 # check whether allocations are sane
331 if (!$params{no_check_allocations} && !$params{auto_allocate}) {
332 my %allocations_by_part = map { $_->parts_id => $_->qty } @$allocations;
333 for my $assembly ($part->assemblies) {
334 $allocations_by_part{ $assembly->parts_id } -= $assembly->qty * $qty; # TODO recipe factor
337 die "allocations are insufficient for production" if any { $_ < 0 } values %allocations_by_part;
341 for my $allocation (@$allocations) {
342 push @transfers, SL::DB::Inventory->new(
343 trans_id => $trans_id,
345 qty => -$allocation->qty,
346 trans_type => $trans_type_out,
347 shippingdate => $shippingdate,
348 employee => SL::DB::Manager::Employee->current,
353 push @transfers, SL::DB::Inventory->new(
354 trans_id => $trans_id,
355 trans_type => $trans_type_in,
359 warehouse => $bin->warehouse_id,
360 chargenumber => $chargenumber,
361 bestbefore => $bestbefore,
362 reserve_for_id => $reserve_for_id,
363 reserve_for_table => $reserve_for_table,
364 shippingdate => $shippingdate,
368 prod => $production_order_item,
369 employee => SL::DB::Manager::Employee->current,
373 SL::DB->client->with_transaction(sub {
374 $_->save for @transfers;
377 die SL::DB->client->error;
383 package SL::Helper::Inventory::Allocation {
384 my @attributes = qw(parts_id qty bin_id warehouse_id chargenumber bestbefore comment reserve_for_id reserve_for_table);
385 my %attributes = map { $_ => 1 } @attributes;
387 for my $name (@attributes) {
389 *{"SL::Helper::Inventory::Allocation::$name"} = sub { $_[0]{$name} };
393 my ($class, %params) = @_;
395 Carp::croak("missing attribute $_") for grep { !exists $params{$_} } @attributes;
396 Carp::croak("unknown attribute $_") for grep { !exists $attributes{$_} } keys %params;
397 Carp::croak("$_ must be set") for grep { !$params{$_} } qw(parts_id qty bin_id);
398 Carp::croak("$_ must be positive") for grep { !($params{$_} > 0) } qw(parts_id qty bin_id);
400 bless { %params }, $class;
410 SL::WH - Warehouse and Inventory API
414 # See description for an intro to the concepts used here.
416 use SL::Helper::Inventory;
418 # stock, get "what's there" for a part with various conditions:
419 my $qty = SL::Helper::Inventory->get_stock(part => $part); # how much is on stock?
420 my $qty = SL::Helper::Inventory->get_stock(part => $part, date => $date); # how much was on stock at a specific time?
421 my $qty = SL::Helper::Inventory->get_stock(part => $part, bin => $bin); # how is on stock in a specific bin?
422 my $qty = SL::Helper::Inventory->get_stock(part => $part, warehouse => $warehouse); # how is on stock in a specific warehouse?
423 my $qty = SL::Helper::Inventory->get_stock(part => $part, chargenumber => $chargenumber); # how is on stock of a specific chargenumber?
425 # onhand, get "what's available" for a part with various conditions:
426 my $qty = SL::Helper::Inventory->get_onhand(part => $part); # how much is available?
427 my $qty = SL::Helper::Inventory->get_onhand(part => $part, date => $date); # how much was available at a specific time?
428 my $qty = SL::Helper::Inventory->get_onhand(part => $part, bin => $bin); # how much is available in a specific bin?
429 my $qty = SL::Helper::Inventory->get_onhand(part => $part, warehouse => $warehouse); # how much is available in a specific warehouse?
430 my $qty = SL::Helper::Inventory->get_onhand(part => $part, chargenumber => $chargenumber); # how much is availbale of a specific chargenumber?
431 my $qty = SL::Helper::Inventory->get_onhand(part => $part, reserve_for => $order); # how much is available if you include this reservation?
434 my $data = SL::Helper::Inventory->get_onhand(
435 warehouse => $warehouse,
436 by => [ qw(bin part chargenumber reserve_for) ],
437 with_objects => [ qw(bin part) ],
441 my @allocations, SL::Helper::Inventory->allocate(
442 part => $part, # part_id works too
443 qty => $qty, # must be positive
444 chargenumber => $chargenumber, # optional, may be arrayref. if provided these charges will be used first
445 bestbefore => $datetime, # optional, defaults to today. items with bestbefore prior to that date wont be used
446 reserve_for => $object, # optional, may be arrayref. if provided the qtys reserved for these objects will be used first
447 bin => $bin, # optional, may be arrayref. if provided
450 # shortcut to allocate all that is needed for producing an assembly, will use chargenumbers as appropriate
451 my @allocations, SL::Helper::Inventory->allocate_for_assembly(
452 part => $assembly, # part_id works too
453 qty => $qty, # must be positive
456 # create allocation manually, bypassing checks, all of these need to be passed, even undefs
457 my $allocation = SL::Helper::Inventory::Allocation->new(
458 part_id => $part->id,
460 bin_id => $bin_obj->id,
461 warehouse_id => $bin_obj->warehouse_id,
462 chargenumber => '1823772365',
464 reserve_for_id => undef,
465 reserve_for_table => undef,
469 SL::Helper::Inventory->produce_assembly(
470 part => $part, # target assembly
472 allocations => \@allocations, # allocations to use. alternatively use "auto_allocate => 1,"
475 bin => $bin, # needed unless a global standard target is configured
476 chargenumber => $chargenumber, # optional
477 bestbefore => $datetime, # optional
478 comment => $comment, # optional
480 # links, all optional
481 production_order_item => $item,
482 reserve_for => $object,
487 New functions for the warehouse and inventory api.
489 The WH api currently has three large shortcomings. It is very hard to just get
490 the current stock for an item, it's extremely complicated to use it to produce
491 assemblies while ensuring that no stock ends up negative, and it's very hard to
492 use it to get an overview over the actual contents of the inventory.
494 The first problem has spawned several dozen small functions in the program that
495 try to implement that, and those usually miss some details. They may ignore
496 reservations, or reserve warehouses, or bestbefore times.
498 To get this cleaned up a bit this code introduces two concepts: stock and onhand.
500 Stock is defined as the actual contents of the inventory, everything that is
501 there. Onhand is what is available, which means things that are stocked and not
502 reserved and not expired.
504 The two new functions C<get_stock> and C<get_onhand> encapsulate these principles and
505 allow simple access with some optional filters for chargenumbers or warehouses.
506 Both of them have a batch mode that can be used to get these information to
507 supllement smiple reports.
509 To address the safe assembly creation a new function has been added.
510 C<allocate> will try to find the requested quantity of a part in the inventory
511 and will return allocations of it which can then be used to create the
512 assembly. Allocation will happen with the C<onhand> semantics defined above,
513 meaning that by default no reservations or expired goods will be used. The
514 caller can supply hints of what shold be used and in those cases chargenumber
515 and reservations will be used up as much as possible first. C<allocate> will
516 always try to fulfil the request even beyond those. Should the required amount
517 not be stocked, allocate will throw an exception.
519 C<produce_assembly> has been rewritten to only accept parameters about the
520 target of the production, and requires allocations to complete the request. The
521 allocations can be supplied manually, or can be generated automatically.
522 C<produce_assembly> will check whether enough allocations are given to create
523 the recipe, but will not check whether the allocations are backed. If the
524 allocations are not sufficient or if the auto-allocation fails an exception
525 is returned. If you need to produce something that is not in the inventory, you
526 can bypass those checks by creating the allocations yourself (see
527 L</"ALLOCATION DATA STRUCTURE">).
529 Note: this is only intended to cover the scenarios described above. For other cases:
535 If you need the reserved amount for an order use C<SL::DB::Helper::Reservation>
540 If you need actual inventory objects because of record links, prod_id links or
541 something like that load them directly. And strongly consider redesigning that,
542 because it's really fragile.
546 You need weight or accounting information you're on your own. The inventory api
547 only concerns itself with the raw quantities.
551 If you need the first stock date of parts, or anything related to a specific
552 transfer type or direction, this is not covered yet.
560 =item * get_stock PARAMS
562 Returns for single parts how much actually exists in the inventory.
570 The part. Must be present without C<by>. May be arrayref with C<by>. Can be object or id.
574 If given, will only return stock on these bins. Optional. May be array, May be object or id.
578 If given, will only return stock on these warehouses. Optional. May be array, May be object or id.
582 If given, will return stock as it were on this timestamp. Optional. Must be L<DateTime> object.
586 If given, will only show stock with this chargenumber. Optional. May be array.
590 See L</"STOCK/ONHAND REPORT MODE">
594 See L</"STOCK/ONHAND REPORT MODE">
598 Will return a single qty normally, see L</"STOCK/ONHAND REPORT MODE"> for batch
599 mode when C<by> is given.
601 =item * get_onhand PARAMS
603 Returns for single parts how much is available in the inventory. That excludes:
604 reserved quantities, reserved warehouses and stock with expired bestbefore.
606 It takes all options of L</get_stock> but treats some of the differently and has some additional ones:
612 Usually C<onhand> will not include results from warehouses with the C<reserve>
613 flag. However giving an explicit list of warehouses will include there in the
614 search, as well as all others.
618 =item * reserve_warehouse
624 =item * allocate PARAMS
636 Bin object. Optional.
640 Warehouse object. Optional.
652 Needs to be a rose object, where id and table can be extracted. Optional.
656 Tries to allocate the required quantity using what is currently onhand. If
657 given any of C<bin>, C<warehouse>, C<chargenumber>, C<reserve_for>
660 =item * allocate_for_assembly PARAMS
662 Shortcut to allocate everything for an assembly. Takes the same arguments. Will
663 compute the required amount for each assembly part and allocate all of them.
665 =item * produce_assembly
670 =head1 STOCK/ONHAND REPORT MODE
672 If the special option C<by> is given with an arrayref, the result will instead
673 be an arrayref of partitioned stocks by those fields. Valid partitions are:
679 If this is given, part is optional in the parameters
693 Note: If you want to use the returned data to create allocations you I<need> to
694 enable all of these. To make this easier a special shortcut exists
696 In this mode, C<with_objects> can be used to load C<warehouse>, C<bin>,
697 C<parts>, and the C<reserve_for> objects in one go, just like with Rose. They
698 need to be present in C<by> before that though.
700 =head1 ALLOCATION ALGORITHM
702 When calling allocate, the current onhand (== available stock) of the item will
703 be used to decide which bins/chargenumbers/bestbefore can be used.
705 In general allocate will try to make the request happen, and will use the
706 provided charges up first, and then tap everything else. If you need to only
707 I<exactly> use the provided charges, you'll need to craft the allocations
708 yourself. See L</"ALLOCATION DATA STRUCTURE"> for that.
710 If C<reserve_for> is given, those will be used up first too.
712 If C<reserved_warehouse> is given, those will be used up second.
714 If C<chargenumber> is given, those will be used up next.
716 After that normal quantities will be used.
718 These are tiebreakers and expected to rarely matter in reality. If you need
719 finegrained control over which allocation is used, you may want to get the
720 onhands yourself and select the appropriate ones.
722 Only quantities with C<bestbefore> unset or after the given date will be
723 considered. If more than one charge is eligible, the earlier C<bestbefore>
726 Allocations do NOT have an internal memory and can't react to other allocations
727 of the same part earlier. Never double allocate the same part within a
730 =head1 ALLOCATION DATA STRUCTURE
732 Allocations are instances of the helper class C<SL::Helper::Inventory::Allocation>. They require
733 each of the following attributes to be set at creation time:
749 =item * reserve_for_id
751 =item * reserve_for_table
755 C<chargenumber>, C<bestbefore>, C<reserve_for_id> and C<reserve_for_table> may
756 be C<undef> (but must still be present at creation time). Instances are
757 considered immutable.
761 # whitelist constraints
765 bin_id => \@allowed_bins,
766 chargenumber => \@allowed_chargenumbers,
773 # only allow chargenumbers with specific format
774 all { $_->chargenumber =~ /^ C \d{8} - \a{d2} $/x } @_
777 # and must be all reservations
778 all { $_->reserve_for_id } @_;
782 C<allocation> is "best effort" in nature. It will take the C<bin>,
783 C<chargenumber> etc hints from the parameters, but will try it's bvest to
784 fulfil the request anyway and only bail out if it is absolutely not possible.
786 Sometimes you need to restrict allocations though. For this you can pass
787 additional constraints to C<allocate>. A constraint serves as a whitelist.
788 Every allocation must fulfil every constraint by having that attribute be one
791 In case even that is not enough, you may supply a custom check by passing a
792 function that will be given the allocation objects.
794 Note that both whitelists and constraints do not influence the order of
795 allocations, which is done purely from the initial parameters. They only serve
796 to reject allocations made in good faith which do fulfil required assertions.
798 =head1 ERROR HANDLING
800 C<allocate> and C<produce_assembly> will throw exceptions if the request can
801 not be completed. The usual reason will be insufficient onhand to allocate, or
802 insufficient allocations to process the request.
806 * define and describe error classes
807 * define wrapper classes for stock/onhand batch mode return values
808 * handle extra arguments in produce: shippingdate, project, oe
809 * clean up allocation helper class
810 * with objects for reservations
820 Sven Schöling E<lt>sven.schoeling@opendynamic.deE<gt>