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;
218 die SL::X::Inventory::Allocation->new(
219 error => t8('not enough to allocate'),
220 msg => t8("can not allocate #1 units of #2, missing #3 units", $qty, $part->displayable_name, $rest_qty),
227 sub allocate_for_assembly {
230 my $part = $params{part} or Carp::croak('allocate needs a part');
231 my $qty = $params{qty} or Carp::croak('allocate needs a qty');
233 Carp::croak('not an assembly') unless $part->is_assembly;
235 my %parts_to_allocate;
237 for my $assembly ($part->assemblies) {
238 $parts_to_allocate{ $assembly->part->id } //= 0;
239 $parts_to_allocate{ $assembly->part->id } += $assembly->qty * $qty; # TODO recipe factor
244 for my $part_id (keys %parts_to_allocate) {
245 my $part = SL::DB::Part->load_cached($part_id);
246 push @allocations, allocate(%params, part => $part, qty => $parts_to_allocate{$part_id});
252 sub produce_assembly {
255 my $part = $params{part} or Carp::croak('produce_assembly needs a part');
256 my $qty = $params{qty} or Carp::croak('produce_assembly needs a qty');
258 my $allocations = $params{allocations};
259 if ($params{auto_allocate}) {
260 Carp::croak("produce_assembly: can't have both allocations and auto_allocate") if $params{allocations};
261 $allocations = [ allocate_for_assembly(part => $part, qty => $qty) ];
263 Carp::croak("produce_assembly: need allocations or auto_allocate to produce something") if !$params{allocations};
264 $allocations = $params{allocations};
267 my $bin = $params{bin} or Carp::croak("need target bin");
268 my $chargenumber = $params{chargenumber};
269 my $bestbefore = $params{bestbefore};
270 my $comment = $params{comment} // '';
272 my $production_order_item = $params{production_order_item};
273 my $invoice = $params{invoice};
274 my $project = $params{project};
275 my $reserve_for = $params{reserve_for};
277 my $reserve_for_id = $reserve_for ? $reserve_for->id : undef;
278 my $reserve_for_table = $reserve_for ? $reserve_for->meta->table : undef;
280 my $shippingdate = $params{shippingsdate} // DateTime->now_local;
282 my $trans_id = $params{trans_id};
283 ($trans_id) = selectrow_query($::form, SL::DB->client->dbh, qq|SELECT nextval('id')| ) unless $trans_id;
285 my $trans_type_out = SL::DB::Manager::TransferType->find_by(direction => 'out', description => 'used');
286 my $trans_type_in = SL::DB::Manager::TransferType->find_by(direction => 'in', description => 'assembled');
288 # check whether allocations are sane
289 if (!$params{no_check_allocations} && !$params{auto_allocate}) {
290 my %allocations_by_part = map { $_->parts_id => $_->qty } @$allocations;
291 for my $assembly ($part->assemblies) {
292 $allocations_by_part{ $assembly->parts_id } -= $assembly->qty * $qty; # TODO recipe factor
295 die "allocations are insufficient for production" if any { $_ < 0 } values %allocations_by_part;
299 for my $allocation (@$allocations) {
300 push @transfers, SL::DB::Inventory->new(
301 trans_id => $trans_id,
303 qty => -$allocation->qty,
304 trans_type => $trans_type_out,
305 shippingdate => $shippingdate,
306 employee => SL::DB::Manager::Employee->current,
310 push @transfers, SL::DB::Inventory->new(
311 trans_id => $trans_id,
312 trans_type => $trans_type_in,
316 warehouse => $bin->warehouse_id,
317 chargenumber => $chargenumber,
318 bestbefore => $bestbefore,
319 reserve_for_id => $reserve_for_id,
320 reserve_for_table => $reserve_for_table,
321 shippingdate => $shippingdate,
325 prod => $production_order_item,
326 employee => SL::DB::Manager::Employee->current,
329 SL::DB->client->with_transaction(sub {
330 $_->save for @transfers;
333 die SL::DB->client->error;
339 package SL::Helper::Inventory::Allocation {
340 my @attributes = qw(parts_id qty bin_id warehouse_id chargenumber bestbefore comment reserve_for_id reserve_for_table);
341 my %attributes = map { $_ => 1 } @attributes;
343 for my $name (@attributes) {
345 *{"SL::Helper::Inventory::Allocation::$name"} = sub { $_[0]{$name} };
349 my ($class, %params) = @_;
351 Carp::croak("missing attribute $_") for grep { !exists $params{$_} } @attributes;
352 Carp::croak("unknown attribute $_") for grep { !exists $attributes{$_} } keys %params;
353 Carp::croak("$_ must be set") for grep { !$params{$_} } qw(parts_id qty bin_id);
354 Carp::croak("$_ must be positive") for grep { !($params{$_} > 0) } qw(parts_id qty bin_id);
356 bless { %params }, $class;
366 SL::WH - Warehouse and Inventory API
370 # See description for an intro to the concepts used here.
372 use SL::Helper::Inventory;
374 # stock, get "what's there" for a part with various conditions:
375 my $qty = SL::Helper::Inventory->get_stock(part => $part); # how much is on stock?
376 my $qty = SL::Helper::Inventory->get_stock(part => $part, date => $date); # how much was on stock at a specific time?
377 my $qty = SL::Helper::Inventory->get_stock(part => $part, bin => $bin); # how is on stock in a specific bin?
378 my $qty = SL::Helper::Inventory->get_stock(part => $part, warehouse => $warehouse); # how is on stock in a specific warehouse?
379 my $qty = SL::Helper::Inventory->get_stock(part => $part, chargenumber => $chargenumber); # how is on stock of a specific chargenumber?
381 # onhand, get "what's available" for a part with various conditions:
382 my $qty = SL::Helper::Inventory->get_onhand(part => $part); # how much is available?
383 my $qty = SL::Helper::Inventory->get_onhand(part => $part, date => $date); # how much was available at a specific time?
384 my $qty = SL::Helper::Inventory->get_onhand(part => $part, bin => $bin); # how much is available in a specific bin?
385 my $qty = SL::Helper::Inventory->get_onhand(part => $part, warehouse => $warehouse); # how much is available in a specific warehouse?
386 my $qty = SL::Helper::Inventory->get_onhand(part => $part, chargenumber => $chargenumber); # how much is availbale of a specific chargenumber?
387 my $qty = SL::Helper::Inventory->get_onhand(part => $part, reserve_for => $order); # how much is available if you include this reservation?
390 my $data = SL::Helper::Inventory->get_onhand(
391 warehouse => $warehouse,
392 by => [ qw(bin part chargenumber reserve_for) ],
393 with_objects => [ qw(bin part) ],
397 my @allocations, SL::Helper::Inventory->allocate(
398 part => $part, # part_id works too
399 qty => $qty, # must be positive
400 chargenumber => $chargenumber, # optional, may be arrayref. if provided these charges will be used first
401 bestbefore => $datetime, # optional, defaults to today. items with bestbefore prior to that date wont be used
402 reserve_for => $object, # optional, may be arrayref. if provided the qtys reserved for these objects will be used first
403 bin => $bin, # optional, may be arrayref. if provided
406 # shortcut to allocate all that is needed for producing an assembly, will use chargenumbers as appropriate
407 my @allocations, SL::Helper::Inventory->allocate_for_assembly(
408 part => $assembly, # part_id works too
409 qty => $qty, # must be positive
412 # create allocation manually, bypassing checks, all of these need to be passed, even undefs
413 my $allocation = SL::Helper::Inventory::Allocation->new(
414 part_id => $part->id,
416 bin_id => $bin_obj->id,
417 warehouse_id => $bin_obj->warehouse_id,
418 chargenumber => '1823772365',
420 reserve_for_id => undef,
421 reserve_for_table => undef,
425 SL::Helper::Inventory->produce_assembly(
426 part => $part, # target assembly
428 allocations => \@allocations, # allocations to use. alternatively use "auto_allocate => 1,"
431 bin => $bin, # needed unless a global standard target is configured
432 chargenumber => $chargenumber, # optional
433 bestbefore => $datetime, # optional
434 comment => $comment, # optional
436 # links, all optional
437 production_order_item => $item,
438 reserve_for => $object,
443 New functions for the warehouse and inventory api.
445 The WH api currently has three large shortcomings. It is very hard to just get
446 the current stock for an item, it's extremely complicated to use it to produce
447 assemblies while ensuring that no stock ends up negative, and it's very hard to
448 use it to get an overview over the actual contents of the inventory.
450 The first problem has spawned several dozen small functions in the program that
451 try to implement that, and those usually miss some details. They may ignore
452 reservations, or reserve warehouses, or bestbefore times.
454 To get this cleaned up a bit this code introduces two concepts: stock and onhand.
456 Stock is defined as the actual contents of the inventory, everything that is
457 there. Onhand is what is available, which means things that are stocked and not
458 reserved and not expired.
460 The two new functions C<get_stock> and C<get_onhand> encapsulate these principles and
461 allow simple access with some optional filters for chargenumbers or warehouses.
462 Both of them have a batch mode that can be used to get these information to
463 supllement smiple reports.
465 To address the safe assembly creation a new function has been added.
466 C<allocate> will try to find the requested quantity of a part in the inventory
467 and will return allocations of it which can then be used to create the
468 assembly. Allocation will happen with the C<onhand> semantics defined above,
469 meaning that by default no reservations or expired goods will be used. The
470 caller can supply hints of what shold be used and in those cases chargenumber
471 and reservations will be used up as much as possible first. C<allocate> will
472 always try to fulfil the request even beyond those. Should the required amount
473 not be stocked, allocate will throw an exception.
475 C<produce_assembly> has been rewritten to only accept parameters about the
476 target of the production, and requires allocations to complete the request. The
477 allocations can be supplied manually, or can be generated automatically.
478 C<produce_assembly> will check whether enough allocations are given to create
479 the recipe, but will not check whether the allocations are backed. If the
480 allocations are not sufficient or if the auto-allocation fails an exception
481 is returned. If you need to produce something that is not in the inventory, you
482 can bypass those checks by creating the allocations yourself (see
483 L</"ALLOCATION DATA STRUCTURE">).
485 Note: this is only intended to cover the scenarios described above. For other cases:
491 If you need the reserved amount for an order use C<SL::DB::Helper::Reservation>
496 If you need actual inventory objects because of record links, prod_id links or
497 something like that load them directly. And strongly consider redesigning that,
498 because it's really fragile.
502 You need weight or accounting information you're on your own. The inventory api
503 only concerns itself with the raw quantities.
507 If you need the first stock date of parts, or anything related to a specific
508 transfer type or direction, this is not covered yet.
516 =item * get_stock PARAMS
518 Returns for single parts how much actually exists in the inventory.
526 The part. Must be present without C<by>. May be arrayref with C<by>. Can be object or id.
530 If given, will only return stock on these bins. Optional. May be array, May be object or id.
534 If given, will only return stock on these warehouses. Optional. May be array, May be object or id.
538 If given, will return stock as it were on this timestamp. Optional. Must be L<DateTime> object.
542 If given, will only show stock with this chargenumber. Optional. May be array.
546 See L</"STOCK/ONHAND REPORT MODE">
550 See L</"STOCK/ONHAND REPORT MODE">
554 Will return a single qty normally, see L</"STOCK/ONHAND REPORT MODE"> for batch
555 mode when C<by> is given.
557 =item * get_onhand PARAMS
559 Returns for single parts how much is available in the inventory. That excludes:
560 reserved quantities, reserved warehouses and stock with expired bestbefore.
562 It takes all options of L</get_stock> but treats some of the differently and has some additional ones:
568 Usually C<onhand> will not include results from warehouses with the C<reserve>
569 flag. However giving an explicit list of warehouses will include there in the
570 search, as well as all others.
574 =item * reserve_warehouse
580 =item * allocate PARAMS
592 Bin object. Optional.
596 Warehouse object. Optional.
608 Needs to be a rose object, where id and table can be extracted. Optional.
612 Tries to allocate the required quantity using what is currently onhand. If
613 given any of C<bin>, C<warehouse>, C<chargenumber>, C<reserve_for>
616 =item * allocate_for_assembly PARAMS
618 Shortcut to allocate everything for an assembly. Takes the same arguments. Will
619 compute the required amount for each assembly part and allocate all of them.
621 =item * produce_assembly
626 =head1 STOCK/ONHAND REPORT MODE
628 If the special option C<by> is given with an arrayref, the result will instead
629 be an arrayref of partitioned stocks by those fields. Valid partitions are:
635 If this is given, part is optional in the parameters
649 Note: If you want to use the returned data to create allocations you I<need> to
650 enable all of these. To make this easier a special shortcut exists
652 In this mode, C<with_objects> can be used to load C<warehouse>, C<bin>,
653 C<parts>, and the C<reserve_for> objects in one go, just like with Rose. They
654 need to be present in C<by> before that though.
656 =head1 ALLOCATION ALGORITHM
658 When calling allocate, the current onhand (== available stock) of the item will
659 be used to decide which bins/chargenumbers/bestbefore can be used.
661 In general allocate will try to make the request happen, and will use the
662 provided charges up first, and then tap everything else. If you need to only
663 I<exactly> use the provided charges, you'll need to craft the allocations
664 yourself. See L</"ALLOCATION DATA STRUCTURE"> for that.
666 If C<reserve_for> is given, those will be used up first too.
668 If C<reserved_warehouse> is given, those will be used up second.
670 If C<chargenumber> is given, those will be used up next.
672 After that normal quantities will be used.
674 These are tiebreakers and expected to rarely matter in reality. If you need
675 finegrained control over which allocation is used, you may want to get the
676 onhands yourself and select the appropriate ones.
678 Only quantities with C<bestbefore> unset or after the given date will be
679 considered. If more than one charge is eligible, the earlier C<bestbefore>
682 Allocations do NOT have an internal memory and can't react to other allocations
683 of the same part earlier. Never double allocate the same part within a
686 =head1 ALLOCATION DATA STRUCTURE
688 Allocations are instances of the helper class C<SL::Helper::Inventory::Allocation>. They require
689 each of the following attributes to be set at creation time:
705 =item * reserve_for_id
707 =item * reserve_for_table
711 C<chargenumber>, C<bestbefore>, C<reserve_for_id> and C<reserve_for_table> may
712 be C<undef> (but must still be present at creation time). Instances are
713 considered immutable.
715 =head1 ERROR HANDLING
717 C<allocate> and C<produce_assembly> will throw exceptions if the request can
718 not be completed. The usual reason will be insufficient onhand to allocate, or
719 insufficient allocations to process the request.
723 * define and describe error classes
724 * define wrapper classes for stock/onhand batch mode return values
725 * handle extra arguments in produce: shippingdate, project, oe
726 * clean up allocation helper class
727 * with objects for reservations
737 Sven Schöling E<lt>sven.schoeling@opendynamic.deE<gt>