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},
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, $rest_qty),
223 if ($params{constraints}) {
224 check_constraints($params{constraints},\@allocations);
230 sub allocate_for_assembly {
233 my $part = $params{part} or Carp::croak('allocate needs a part');
234 my $qty = $params{qty} or Carp::croak('allocate needs a qty');
236 Carp::croak('not an assembly') unless $part->is_assembly;
238 my %parts_to_allocate;
240 for my $assembly ($part->assemblies) {
241 $parts_to_allocate{ $assembly->part->id } //= 0;
242 $parts_to_allocate{ $assembly->part->id } += $assembly->qty * $qty; # TODO recipe factor
247 for my $part_id (keys %parts_to_allocate) {
248 my $part = SL::DB::Part->load_cached($part_id);
249 push @allocations, allocate(%params, part => $part, qty => $parts_to_allocate{$part_id});
255 sub check_constraints {
256 my ($constraints, $allocations) = @_;
257 if ('CODE' eq ref $constraints) {
258 if (!$constraints->(@$allocations)) {
259 die SL::X::Inventory::Allocation->new(
260 error => 'allocation constraints failure',
261 msg => t8("Allocations didn't pass constraints"),
265 croak 'constraints needs to be a hashref' unless 'HASH' eq ref $constraints;
267 my %supported_constraints = (
269 warehouse_id => 'warehouse_id',
270 chargenumber => 'chargenumber',
273 for (keys %$constraints ) {
274 croak "unsupported constraint '$_'" unless $supported_constraints{$_};
276 my %whitelist = map { (ref $_ ? $_->id : $_) => 1 } listify($constraints->{$_});
277 my $accessor = $supported_constraints{$_};
279 if (any { !$whitelist{$_->$accessor} } @$allocations) {
280 my %error_constraints = (
281 bin_id => t8('Bins'),
282 warehouse_id => t8('Warehouses'),
283 chargenumber => t8('Chargenumbers'),
285 die SL::X::Inventory::Allocation->new(
286 error => 'allocation constraints failure',
287 msg => t8("Allocations didn't pass constraints for #1",$error_constraints{$_}),
294 sub produce_assembly {
297 my $part = $params{part} or Carp::croak('produce_assembly needs a part');
298 my $qty = $params{qty} or Carp::croak('produce_assembly needs a qty');
300 my $allocations = $params{allocations};
301 if ($params{auto_allocate}) {
302 Carp::croak("produce_assembly: can't have both allocations and auto_allocate") if $params{allocations};
303 $allocations = [ allocate_for_assembly(part => $part, qty => $qty) ];
305 Carp::croak("produce_assembly: need allocations or auto_allocate to produce something") if !$params{allocations};
306 $allocations = $params{allocations};
309 my $bin = $params{bin} or Carp::croak("need target bin");
310 my $chargenumber = $params{chargenumber};
311 my $bestbefore = $params{bestbefore};
312 my $oe_id = $params{oe_id};
313 my $comment = $params{comment} // '';
315 my $production_order_item = $params{production_order_item};
316 my $invoice = $params{invoice};
317 my $project = $params{project};
318 my $reserve_for = $params{reserve_for};
320 my $reserve_for_id = $reserve_for ? $reserve_for->id : undef;
321 my $reserve_for_table = $reserve_for ? $reserve_for->meta->table : undef;
323 my $shippingdate = $params{shippingsdate} // DateTime->now_local;
325 my $trans_id = $params{trans_id};
326 ($trans_id) = selectrow_query($::form, SL::DB->client->dbh, qq|SELECT nextval('id')| ) unless $trans_id;
328 my $trans_type_out = SL::DB::Manager::TransferType->find_by(direction => 'out', description => 'used');
329 my $trans_type_in = SL::DB::Manager::TransferType->find_by(direction => 'in', description => 'assembled');
331 # check whether allocations are sane
332 if (!$params{no_check_allocations} && !$params{auto_allocate}) {
333 my %allocations_by_part = map { $_->parts_id => $_->qty } @$allocations;
334 for my $assembly ($part->assemblies) {
335 $allocations_by_part{ $assembly->parts_id } -= $assembly->qty * $qty; # TODO recipe factor
338 die "allocations are insufficient for production" if any { $_ < 0 } values %allocations_by_part;
342 for my $allocation (@$allocations) {
343 push @transfers, SL::DB::Inventory->new(
344 trans_id => $trans_id,
346 qty => -$allocation->qty,
347 trans_type => $trans_type_out,
348 shippingdate => $shippingdate,
349 employee => SL::DB::Manager::Employee->current,
350 oe_id => $allocation->oe_id,
354 push @transfers, SL::DB::Inventory->new(
355 trans_id => $trans_id,
356 trans_type => $trans_type_in,
360 warehouse => $bin->warehouse_id,
361 chargenumber => $chargenumber,
362 bestbefore => $bestbefore,
363 reserve_for_id => $reserve_for_id,
364 reserve_for_table => $reserve_for_table,
365 shippingdate => $shippingdate,
369 prod => $production_order_item,
370 employee => SL::DB::Manager::Employee->current,
374 SL::DB->client->with_transaction(sub {
375 $_->save for @transfers;
378 die SL::DB->client->error;
384 package SL::Helper::Inventory::Allocation {
385 my @attributes = qw(parts_id qty bin_id warehouse_id chargenumber bestbefore comment reserve_for_id reserve_for_table oe_id);
386 my %attributes = map { $_ => 1 } @attributes;
388 for my $name (@attributes) {
390 *{"SL::Helper::Inventory::Allocation::$name"} = sub { $_[0]{$name} };
394 my ($class, %params) = @_;
396 Carp::croak("missing attribute $_") for grep { !exists $params{$_} } @attributes;
397 Carp::croak("unknown attribute $_") for grep { !exists $attributes{$_} } keys %params;
398 Carp::croak("$_ must be set") for grep { !$params{$_} } qw(parts_id qty bin_id);
399 Carp::croak("$_ must be positive") for grep { !($params{$_} > 0) } qw(parts_id qty bin_id);
401 bless { %params }, $class;
411 SL::WH - Warehouse and Inventory API
415 # See description for an intro to the concepts used here.
417 use SL::Helper::Inventory;
419 # stock, get "what's there" for a part with various conditions:
420 my $qty = SL::Helper::Inventory->get_stock(part => $part); # how much is on stock?
421 my $qty = SL::Helper::Inventory->get_stock(part => $part, date => $date); # how much was on stock at a specific time?
422 my $qty = SL::Helper::Inventory->get_stock(part => $part, bin => $bin); # how is on stock in a specific bin?
423 my $qty = SL::Helper::Inventory->get_stock(part => $part, warehouse => $warehouse); # how is on stock in a specific warehouse?
424 my $qty = SL::Helper::Inventory->get_stock(part => $part, chargenumber => $chargenumber); # how is on stock of a specific chargenumber?
426 # onhand, get "what's available" for a part with various conditions:
427 my $qty = SL::Helper::Inventory->get_onhand(part => $part); # how much is available?
428 my $qty = SL::Helper::Inventory->get_onhand(part => $part, date => $date); # how much was available at a specific time?
429 my $qty = SL::Helper::Inventory->get_onhand(part => $part, bin => $bin); # how much is available in a specific bin?
430 my $qty = SL::Helper::Inventory->get_onhand(part => $part, warehouse => $warehouse); # how much is available in a specific warehouse?
431 my $qty = SL::Helper::Inventory->get_onhand(part => $part, chargenumber => $chargenumber); # how much is availbale of a specific chargenumber?
432 my $qty = SL::Helper::Inventory->get_onhand(part => $part, reserve_for => $order); # how much is available if you include this reservation?
435 my $data = SL::Helper::Inventory->get_onhand(
436 warehouse => $warehouse,
437 by => [ qw(bin part chargenumber reserve_for) ],
438 with_objects => [ qw(bin part) ],
442 my @allocations, SL::Helper::Inventory->allocate(
443 part => $part, # part_id works too
444 qty => $qty, # must be positive
445 chargenumber => $chargenumber, # optional, may be arrayref. if provided these charges will be used first
446 bestbefore => $datetime, # optional, defaults to today. items with bestbefore prior to that date wont be used
447 reserve_for => $object, # optional, may be arrayref. if provided the qtys reserved for these objects will be used first
448 bin => $bin, # optional, may be arrayref. if provided
451 # shortcut to allocate all that is needed for producing an assembly, will use chargenumbers as appropriate
452 my @allocations, SL::Helper::Inventory->allocate_for_assembly(
453 part => $assembly, # part_id works too
454 qty => $qty, # must be positive
457 # create allocation manually, bypassing checks, all of these need to be passed, even undefs
458 my $allocation = SL::Helper::Inventory::Allocation->new(
459 part_id => $part->id,
461 bin_id => $bin_obj->id,
462 warehouse_id => $bin_obj->warehouse_id,
463 chargenumber => '1823772365',
465 reserve_for_id => undef,
466 reserve_for_table => undef,
467 oe_id => $my_document,
471 SL::Helper::Inventory->produce_assembly(
472 part => $part, # target assembly
474 allocations => \@allocations, # allocations to use. alternatively use "auto_allocate => 1,"
477 bin => $bin, # needed unless a global standard target is configured
478 chargenumber => $chargenumber, # optional
479 bestbefore => $datetime, # optional
480 comment => $comment, # optional
482 # links, all optional
483 production_order_item => $item,
484 reserve_for => $object,
489 New functions for the warehouse and inventory api.
491 The WH api currently has three large shortcomings. It is very hard to just get
492 the current stock for an item, it's extremely complicated to use it to produce
493 assemblies while ensuring that no stock ends up negative, and it's very hard to
494 use it to get an overview over the actual contents of the inventory.
496 The first problem has spawned several dozen small functions in the program that
497 try to implement that, and those usually miss some details. They may ignore
498 reservations, or reserve warehouses, or bestbefore times.
500 To get this cleaned up a bit this code introduces two concepts: stock and onhand.
502 Stock is defined as the actual contents of the inventory, everything that is
503 there. Onhand is what is available, which means things that are stocked and not
504 reserved and not expired.
506 The two new functions C<get_stock> and C<get_onhand> encapsulate these principles and
507 allow simple access with some optional filters for chargenumbers or warehouses.
508 Both of them have a batch mode that can be used to get these information to
509 supllement smiple reports.
511 To address the safe assembly creation a new function has been added.
512 C<allocate> will try to find the requested quantity of a part in the inventory
513 and will return allocations of it which can then be used to create the
514 assembly. Allocation will happen with the C<onhand> semantics defined above,
515 meaning that by default no reservations or expired goods will be used. The
516 caller can supply hints of what shold be used and in those cases chargenumber
517 and reservations will be used up as much as possible first. C<allocate> will
518 always try to fulfil the request even beyond those. Should the required amount
519 not be stocked, allocate will throw an exception.
521 C<produce_assembly> has been rewritten to only accept parameters about the
522 target of the production, and requires allocations to complete the request. The
523 allocations can be supplied manually, or can be generated automatically.
524 C<produce_assembly> will check whether enough allocations are given to create
525 the recipe, but will not check whether the allocations are backed. If the
526 allocations are not sufficient or if the auto-allocation fails an exception
527 is returned. If you need to produce something that is not in the inventory, you
528 can bypass those checks by creating the allocations yourself (see
529 L</"ALLOCATION DATA STRUCTURE">).
531 Note: this is only intended to cover the scenarios described above. For other cases:
537 If you need the reserved amount for an order use C<SL::DB::Helper::Reservation>
542 If you need actual inventory objects because of record links, prod_id links or
543 something like that load them directly. And strongly consider redesigning that,
544 because it's really fragile.
548 You need weight or accounting information you're on your own. The inventory api
549 only concerns itself with the raw quantities.
553 If you need the first stock date of parts, or anything related to a specific
554 transfer type or direction, this is not covered yet.
562 =item * get_stock PARAMS
564 Returns for single parts how much actually exists in the inventory.
572 The part. Must be present without C<by>. May be arrayref with C<by>. Can be object or id.
576 If given, will only return stock on these bins. Optional. May be array, May be object or id.
580 If given, will only return stock on these warehouses. Optional. May be array, May be object or id.
584 If given, will return stock as it were on this timestamp. Optional. Must be L<DateTime> object.
588 If given, will only show stock with this chargenumber. Optional. May be array.
592 See L</"STOCK/ONHAND REPORT MODE">
596 See L</"STOCK/ONHAND REPORT MODE">
600 Will return a single qty normally, see L</"STOCK/ONHAND REPORT MODE"> for batch
601 mode when C<by> is given.
603 =item * get_onhand PARAMS
605 Returns for single parts how much is available in the inventory. That excludes:
606 reserved quantities, reserved warehouses and stock with expired bestbefore.
608 It takes all options of L</get_stock> but treats some of the differently and has some additional ones:
614 Usually C<onhand> will not include results from warehouses with the C<reserve>
615 flag. However giving an explicit list of warehouses will include there in the
616 search, as well as all others.
620 =item * reserve_warehouse
626 =item * allocate PARAMS
638 Bin object. Optional.
642 Warehouse object. Optional.
654 Needs to be a rose object, where id and table can be extracted. Optional.
658 Tries to allocate the required quantity using what is currently onhand. If
659 given any of C<bin>, C<warehouse>, C<chargenumber>, C<reserve_for>
662 =item * allocate_for_assembly PARAMS
664 Shortcut to allocate everything for an assembly. Takes the same arguments. Will
665 compute the required amount for each assembly part and allocate all of them.
667 =item * produce_assembly
672 =head1 STOCK/ONHAND REPORT MODE
674 If the special option C<by> is given with an arrayref, the result will instead
675 be an arrayref of partitioned stocks by those fields. Valid partitions are:
681 If this is given, part is optional in the parameters
695 Note: If you want to use the returned data to create allocations you I<need> to
696 enable all of these. To make this easier a special shortcut exists
698 In this mode, C<with_objects> can be used to load C<warehouse>, C<bin>,
699 C<parts>, and the C<reserve_for> objects in one go, just like with Rose. They
700 need to be present in C<by> before that though.
702 =head1 ALLOCATION ALGORITHM
704 When calling allocate, the current onhand (== available stock) of the item will
705 be used to decide which bins/chargenumbers/bestbefore can be used.
707 In general allocate will try to make the request happen, and will use the
708 provided charges up first, and then tap everything else. If you need to only
709 I<exactly> use the provided charges, you'll need to craft the allocations
710 yourself. See L</"ALLOCATION DATA STRUCTURE"> for that.
712 If C<reserve_for> is given, those will be used up first too.
714 If C<reserved_warehouse> is given, those will be used up second.
716 If C<chargenumber> is given, those will be used up next.
718 After that normal quantities will be used.
720 These are tiebreakers and expected to rarely matter in reality. If you need
721 finegrained control over which allocation is used, you may want to get the
722 onhands yourself and select the appropriate ones.
724 Only quantities with C<bestbefore> unset or after the given date will be
725 considered. If more than one charge is eligible, the earlier C<bestbefore>
728 Allocations do NOT have an internal memory and can't react to other allocations
729 of the same part earlier. Never double allocate the same part within a
732 =head1 ALLOCATION DATA STRUCTURE
734 Allocations are instances of the helper class C<SL::Helper::Inventory::Allocation>. They require
735 each of the following attributes to be set at creation time:
751 =item * reserve_for_id
753 =item * reserve_for_table
757 Must be explicit set if the allocation needs also an (other) document.
761 C<chargenumber>, C<bestbefore>, C<reserve_for_id>, C<reserve_for_table> and oe_id may
762 be C<undef> (but must still be present at creation time). Instances are
763 considered immutable.
768 # whitelist constraints
772 bin_id => \@allowed_bins,
773 chargenumber => \@allowed_chargenumbers,
780 # only allow chargenumbers with specific format
781 all { $_->chargenumber =~ /^ C \d{8} - \a{d2} $/x } @_
784 # and must be all reservations
785 all { $_->reserve_for_id } @_;
789 C<allocation> is "best effort" in nature. It will take the C<bin>,
790 C<chargenumber> etc hints from the parameters, but will try it's bvest to
791 fulfil the request anyway and only bail out if it is absolutely not possible.
793 Sometimes you need to restrict allocations though. For this you can pass
794 additional constraints to C<allocate>. A constraint serves as a whitelist.
795 Every allocation must fulfil every constraint by having that attribute be one
798 In case even that is not enough, you may supply a custom check by passing a
799 function that will be given the allocation objects.
801 Note that both whitelists and constraints do not influence the order of
802 allocations, which is done purely from the initial parameters. They only serve
803 to reject allocations made in good faith which do fulfil required assertions.
805 =head1 ERROR HANDLING
807 C<allocate> and C<produce_assembly> will throw exceptions if the request can
808 not be completed. The usual reason will be insufficient onhand to allocate, or
809 insufficient allocations to process the request.
813 * define and describe error classes
814 * define wrapper classes for stock/onhand batch mode return values
815 * handle extra arguments in produce: shippingdate, project, oe
816 * clean up allocation helper class
817 * with objects for reservations
827 Sven Schöling E<lt>sven.schoeling@opendynamic.deE<gt>