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feat: batchwise filters in stock ledger and stock balance
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@ -25,9 +25,11 @@ export class StockBalance extends StockLedger {
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const filters = {
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item: this.item,
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location: this.location,
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batch: this.batch,
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fromDate: this.fromDate,
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toDate: this.toDate,
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};
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const rawData = getStockBalanceEntries(this._rawData ?? [], filters);
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return rawData.map((sbe, i) => {
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@ -41,7 +43,7 @@ export class StockBalance extends StockLedger {
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}
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getFilters(): Field[] {
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return [
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const filters = [
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{
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fieldtype: 'Link',
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target: 'Item',
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@ -56,6 +58,17 @@ export class StockBalance extends StockLedger {
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label: t`Location`,
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fieldname: 'location',
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},
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...(this.hasBatches
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? [
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{
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fieldtype: 'Link',
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target: 'BatchNumber',
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placeholder: t`Batch`,
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label: t`Batch`,
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fieldname: 'batch',
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},
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]
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: []),
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{
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fieldtype: 'Date',
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placeholder: t`From Date`,
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@ -69,6 +82,8 @@ export class StockBalance extends StockLedger {
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fieldname: 'toDate',
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},
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] as Field[];
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return filters;
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}
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getColumns(): ColumnField[] {
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@ -89,6 +104,11 @@ export class StockBalance extends StockLedger {
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label: 'Location',
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fieldtype: 'Link',
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},
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...(this.hasBatches
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? ([
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{ fieldname: 'batch', label: 'Batch', fieldtype: 'Link' },
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] as ColumnField[])
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: []),
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{
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fieldname: 'balanceQuantity',
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label: 'Balance Qty.',
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@ -3,6 +3,7 @@ import { RawValueMap } from 'fyo/core/types';
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import { Action } from 'fyo/model/types';
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import { cloneDeep } from 'lodash';
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import { DateTime } from 'luxon';
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import { InventorySettings } from 'models/inventory/InventorySettings';
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import { ValuationMethod } from 'models/inventory/types';
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import { ModelNameEnum } from 'models/types';
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import getCommonExportActions from 'reports/commonExporter';
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@ -26,6 +27,7 @@ export class StockLedger extends Report {
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item?: string;
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location?: string;
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batch?: string;
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fromDate?: string;
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toDate?: string;
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ascending?: boolean;
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@ -34,6 +36,11 @@ export class StockLedger extends Report {
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groupBy: 'none' | 'item' | 'location' = 'none';
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get hasBatches(): boolean {
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return !!(this.fyo.singles.InventorySettings as InventorySettings)
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.enableBatches;
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}
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constructor(fyo: Fyo) {
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super(fyo);
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this._setObservers();
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@ -110,6 +117,10 @@ export class StockLedger extends Report {
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continue;
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}
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if (this.batch && row.batchNumber !== this.batch) {
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continue;
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}
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const date = row.date.valueOf();
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if (toDate && date > toDate) {
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continue;
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@ -260,11 +271,11 @@ export class StockLedger extends Report {
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label: 'Location',
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fieldtype: 'Link',
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},
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{
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fieldname: 'batchNumber',
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label: 'Batch No.',
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fieldtype: 'Link',
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},
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...(this.hasBatches
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? ([
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{ fieldname: 'batch', label: 'Batch', fieldtype: 'Link' },
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] as ColumnField[])
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: []),
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{
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fieldname: 'quantity',
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label: 'Quantity',
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@ -344,6 +355,17 @@ export class StockLedger extends Report {
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label: t`Location`,
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fieldname: 'location',
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},
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...(this.hasBatches
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? ([
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{
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fieldtype: 'Link',
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target: 'BatchNumber',
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placeholder: t`Batch`,
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label: t`Batch`,
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fieldname: 'batch',
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},
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] as Field[])
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: []),
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{
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fieldtype: 'Date',
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placeholder: t`From Date`,
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@ -117,7 +117,10 @@ export function getStockBalanceEntries(
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toDate?: string;
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}
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): StockBalanceEntry[] {
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const sbeMap: Record<Item, Record<Location, StockBalanceEntry>> = {};
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const sbeMap: Record<
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Item,
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Record<Location, Record<BatchNo, StockBalanceEntry>>
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> = {};
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const fromDate = filters.fromDate ? Date.parse(filters.fromDate) : null;
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const toDate = filters.toDate ? Date.parse(filters.toDate) : null;
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@ -131,16 +134,19 @@ export function getStockBalanceEntries(
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continue;
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}
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const batchNumber = sle.batchNumber || '';
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sbeMap[sle.item] ??= {};
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sbeMap[sle.item][sle.location] ??= getSBE(
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sbeMap[sle.item][sle.location] ??= {};
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sbeMap[sle.item][sle.location][batchNumber] ??= getSBE(
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sle.item,
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sle.location,
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sle.batchNumber
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batchNumber
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);
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const date = sle.date.valueOf();
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if (fromDate && date < fromDate) {
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const sbe = sbeMap[sle.item][sle.location]!;
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const sbe = sbeMap[sle.item][sle.location][batchNumber];
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updateOpeningBalances(sbe, sle);
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continue;
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}
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@ -149,13 +155,15 @@ export function getStockBalanceEntries(
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continue;
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}
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const sbe = sbeMap[sle.item][sle.location]!;
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const sbe = sbeMap[sle.item][sle.location][batchNumber];
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updateCurrentBalances(sbe, sle);
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}
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return Object.values(sbeMap)
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.map((sbes) => Object.values(sbes))
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.flat();
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.map((sbeBatched) =>
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Object.values(sbeBatched).map((sbes) => Object.values(sbes))
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)
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.flat(2);
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}
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function getSBE(
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