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package SL::Helper::Inventory;
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use strict;
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use Carp;
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use DateTime;
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use Exporter qw(import);
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use List::Util qw(min sum);
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use List::UtilsBy qw(sort_by);
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use List::MoreUtils qw(any);
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use POSIX qw(ceil);
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use SL::Locale::String qw(t8);
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use SL::MoreCommon qw(listify);
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use SL::DBUtils qw(selectall_hashref_query selectrow_query);
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use SL::DB::TransferType;
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use SL::Helper::Number qw(_number _round_number);
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use SL::X;
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our @EXPORT_OK = qw(get_stock get_onhand allocate allocate_for_assembly produce_assembly check_constraints);
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our %EXPORT_TAGS = (ALL => \@EXPORT_OK);
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sub _get_stock_onhand {
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my (%params) = @_;
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my $onhand_mode = !!$params{onhand};
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my @selects = (
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'SUM(qty) AS qty',
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'MIN(EXTRACT(epoch FROM inventory.itime)) AS itime',
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);
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my @values;
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my @where;
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my @groups;
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if ($params{part}) {
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my @ids = map { ref $_ ? $_->id : $_ } listify($params{part});
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push @where, sprintf "parts_id IN (%s)", join ', ', ("?") x @ids;
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push @values, @ids;
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}
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if ($params{bin}) {
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my @ids = map { ref $_ ? $_->id : $_ } listify($params{bin});
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push @where, sprintf "bin_id IN (%s)", join ', ', ("?") x @ids;
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push @values, @ids;
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}
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if ($params{warehouse}) {
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my @ids = map { ref $_ ? $_->id : $_ } listify($params{warehouse});
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push @where, sprintf "warehouse.id IN (%s)", join ', ', ("?") x @ids;
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push @values, @ids;
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}
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if ($params{chargenumber}) {
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my @ids = listify($params{chargenumber});
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push @where, sprintf "chargenumber IN (%s)", join ', ', ("?") x @ids;
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push @values, @ids;
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}
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if ($params{date}) {
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Carp::croak("not DateTime ".$params{date}) unless ref($params{date}) eq 'DateTime';
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push @where, sprintf "shippingdate <= ?";
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push @values, $params{date};
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}
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if ($params{bestbefore}) {
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Carp::croak("not DateTime ".$params{date}) unless ref($params{bestbefore}) eq 'DateTime';
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push @where, sprintf "bestbefore >= ?";
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push @values, $params{bestbefore};
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}
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# by
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my %allowed_by = (
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part => [ qw(parts_id) ],
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bin => [ qw(bin_id inventory.warehouse_id)],
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warehouse => [ qw(inventory.warehouse_id) ],
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chargenumber => [ qw(chargenumber) ],
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bestbefore => [ qw(bestbefore) ],
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for_allocate => [ qw(parts_id bin_id inventory.warehouse_id chargenumber bestbefore) ],
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);
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if ($params{by}) {
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for (listify($params{by})) {
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my $selects = $allowed_by{$_} or Carp::croak("unknown option for by: $_");
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push @selects, @$selects;
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push @groups, @$selects;
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}
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}
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my $select = join ',', @selects;
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my $where = @where ? 'WHERE ' . join ' AND ', @where : '';
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my $group_by = @groups ? 'GROUP BY ' . join ', ', @groups : '';
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my $query = <<"";
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SELECT $select FROM inventory
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LEFT JOIN bin ON bin_id = bin.id
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LEFT JOIN warehouse ON bin.warehouse_id = warehouse.id
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$where
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$group_by
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HAVING SUM(qty) > 0
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my $results = selectall_hashref_query($::form, SL::DB->client->dbh, $query, @values);
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my %with_objects = (
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part => 'SL::DB::Manager::Part',
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bin => 'SL::DB::Manager::Bin',
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warehouse => 'SL::DB::Manager::Warehouse',
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);
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my %slots = (
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part => 'parts_id',
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bin => 'bin_id',
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warehouse => 'warehouse_id',
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);
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if ($params{by} && $params{with_objects}) {
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for my $with_object (listify($params{with_objects})) {
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Carp::croak("unknown with_object $with_object") if !exists $with_objects{$with_object};
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my $manager = $with_objects{$with_object};
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my $slot = $slots{$with_object};
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next if !(my @ids = map { $_->{$slot} } @$results);
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my $objects = $manager->get_all(query => [ id => \@ids ]);
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my %objects_by_id = map { $_->id => $_ } @$objects;
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$_->{$with_object} = $objects_by_id{$_->{$slot}} for @$results;
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}
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}
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if ($params{by}) {
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return $results;
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} else {
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return $results->[0]{qty};
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}
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}
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sub get_stock {
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_get_stock_onhand(@_, onhand => 0);
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}
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sub get_onhand {
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_get_stock_onhand(@_, onhand => 1);
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}
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sub allocate {
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my (%params) = @_;
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die SL::X::Inventory::Allocation->new(
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error => 'allocate needs a part',
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msg => t8("Method allocate needs the parameter 'part'"),
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) unless $params{part};
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die SL::X::Inventory::Allocation->new(
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error => 'allocate needs a qty',
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msg => t8("Method allocate needs the parameter 'qty'"),
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) unless $params{qty};
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my $part = $params{part};
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my $qty = $params{qty};
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return () if $qty <= 0;
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my $results = get_stock(part => $part, by => 'for_allocate');
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my %bin_whitelist = map { (ref $_ ? $_->id : $_) => 1 } grep defined, listify($params{bin});
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my %wh_whitelist = map { (ref $_ ? $_->id : $_) => 1 } grep defined, listify($params{warehouse});
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my %chargenumbers = map { (ref $_ ? $_->id : $_) => 1 } grep defined, listify($params{chargenumber});
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# sort results so that chargenumbers are matched first, then wanted bins, then wanted warehouses
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my @sorted_results = sort {
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exists $chargenumbers{$b->{chargenumber}} <=> exists $chargenumbers{$a->{chargenumber}} # then prefer wanted chargenumbers
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|| exists $bin_whitelist{$b->{bin_id}} <=> exists $bin_whitelist{$a->{bin_id}} # then prefer wanted bins
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|| exists $wh_whitelist{$b->{warehouse_id}} <=> exists $wh_whitelist{$a->{warehouse_id}} # then prefer wanted bins
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|| $a->{itime} <=> $b->{itime} # and finally prefer earlier charges
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} @$results;
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my @allocations;
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my $rest_qty = $qty;
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for my $chunk (@sorted_results) {
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my $qty = min($chunk->{qty}, $rest_qty);
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if ($qty > 0) {
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push @allocations, SL::Helper::Inventory::Allocation->new(
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parts_id => $chunk->{parts_id},
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qty => $qty,
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comment => $params{comment},
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bin_id => $chunk->{bin_id},
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warehouse_id => $chunk->{warehouse_id},
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chargenumber => $chunk->{chargenumber},
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bestbefore => $chunk->{bestbefore},
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for_object_id => undef,
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);
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$rest_qty -= _round_number($qty, 5);
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}
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$rest_qty = _round_number($rest_qty, 5);
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last if $rest_qty == 0;
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}
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if ($rest_qty > 0) {
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die SL::X::Inventory::Allocation->new(
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error => 'not enough to allocate',
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msg => t8("can not allocate #1 units of #2, missing #3 units", _number(\%::myconfig, $qty), $part->displayable_name, _number(\%::myconfig, $rest_qty)),
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);
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} else {
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if ($params{constraints}) {
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check_constraints($params{constraints},\@allocations);
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}
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return @allocations;
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}
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}
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sub allocate_for_assembly {
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my (%params) = @_;
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my $part = $params{part} or Carp::croak('allocate needs a part');
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my $qty = $params{qty} or Carp::croak('allocate needs a qty');
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Carp::croak('not an assembly') unless $part->is_assembly;
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my %parts_to_allocate;
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for my $assembly ($part->assemblies) {
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next if $assembly->part->dispotype eq 'no_stock';
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my $tmpqty = $assembly->assembly_part->is_recipe ? $assembly->qty * $qty / $assembly->assembly_part->scalebasis
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: $assembly->part->unit eq 'Stck' ? ceil($assembly->qty * $qty)
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: $assembly->qty * $qty;
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$parts_to_allocate{ $assembly->part->id } //= 0;
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$parts_to_allocate{ $assembly->part->id } += $tmpqty;
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}
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my @allocations;
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for my $part_id (keys %parts_to_allocate) {
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my $part = SL::DB::Part->load_cached($part_id);
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push @allocations, allocate(%params, part => $part, qty => $parts_to_allocate{$part_id});
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}
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@allocations;
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}
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sub check_constraints {
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my ($constraints, $allocations) = @_;
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if ('CODE' eq ref $constraints) {
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if (!$constraints->(@$allocations)) {
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die SL::X::Inventory::Allocation->new(
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error => 'allocation constraints failure',
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msg => t8("Allocations didn't pass constraints"),
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);
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}
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} else {
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croak 'constraints needs to be a hashref' unless 'HASH' eq ref $constraints;
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my %supported_constraints = (
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bin_id => 'bin_id',
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warehouse_id => 'warehouse_id',
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chargenumber => 'chargenumber',
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);
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for (keys %$constraints ) {
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croak "unsupported constraint '$_'" unless $supported_constraints{$_};
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next unless defined $constraints->{$_};
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my %whitelist = map { (ref $_ ? $_->id : $_) => 1 } listify($constraints->{$_});
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my $accessor = $supported_constraints{$_};
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if (any { !$whitelist{$_->$accessor} } @$allocations) {
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my %error_constraints = (
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bin_id => t8('Bins'),
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warehouse_id => t8('Warehouses'),
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chargenumber => t8('Chargenumbers'),
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);
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my @allocs = grep { $whitelist{$_->$accessor} } @$allocations;
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my $needed = sum map { $_->qty } grep { !$whitelist{$_->$accessor} } @$allocations;
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my $err = t8("Cannot allocate parts.");
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$err .= ' '.t8('part \'#\'1 in bin \'#2\' only with qty #3 (need additional #4) and chargenumber \'#5\'.',
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SL::DB::Part->load_cached($_->parts_id)->description,
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SL::DB::Bin->load_cached($_->bin_id)->full_description,
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_number($_->qty), _number($needed), $_->chargenumber ? $_->chargenumber : '--') for @allocs;
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die SL::X::Inventory::Allocation->new(
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error => 'allocation constraints failure',
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msg => $err,
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);
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}
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}
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}
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}
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sub produce_assembly {
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my (%params) = @_;
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my $part = $params{part} or Carp::croak('produce_assembly needs a part');
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my $qty = $params{qty} or Carp::croak('produce_assembly needs a qty');
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my $allocations = $params{allocations};
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if ($params{auto_allocate}) {
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Carp::croak("produce_assembly: can't have both allocations and auto_allocate") if $params{allocations};
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$allocations = [ allocate_for_assembly(part => $part, qty => $qty) ];
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} else {
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Carp::croak("produce_assembly: need allocations or auto_allocate to produce something") if !$params{allocations};
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$allocations = $params{allocations};
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}
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my $bin = $params{bin} or Carp::croak("need target bin");
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my $chargenumber = $params{chargenumber};
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my $bestbefore = $params{bestbefore};
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my $for_object_id = $params{for_object_id};
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my $comment = $params{comment} // '';
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my $production_order_item = $params{production_order_item};
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my $invoice = $params{invoice};
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my $project = $params{project};
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my $shippingdate = $params{shippingsdate} // DateTime->now_local;
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my $trans_id = $params{trans_id};
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($trans_id) = selectrow_query($::form, SL::DB->client->dbh, qq|SELECT nextval('id')| ) unless $trans_id;
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my $trans_type_out = SL::DB::Manager::TransferType->find_by(direction => 'out', description => 'used');
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my $trans_type_in = SL::DB::Manager::TransferType->find_by(direction => 'in', description => 'assembled');
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# check whether allocations are sane
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if (!$params{no_check_allocations} && !$params{auto_allocate}) {
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my %allocations_by_part = map { $_->parts_id => $_->qty } @$allocations;
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for my $assembly ($part->assemblies) {
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$allocations_by_part{ $assembly->parts_id } -= $assembly->qty * $qty; # TODO recipe factor
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}
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die "allocations are insufficient for production" if any { $_ < 0 } values %allocations_by_part;
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}
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my @transfers;
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for my $allocation (@$allocations) {
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my $oe_id = delete $allocation->{for_object_id};
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push @transfers, SL::DB::Inventory->new(
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trans_id => $trans_id,
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%$allocation,
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qty => -$allocation->qty,
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trans_type => $trans_type_out,
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shippingdate => $shippingdate,
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employee => SL::DB::Manager::Employee->current,
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oe_id => $allocation->for_object_id,
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);
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}
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push @transfers, SL::DB::Inventory->new(
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trans_id => $trans_id,
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trans_type => $trans_type_in,
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part => $part,
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qty => $qty,
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bin => $bin,
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warehouse => $bin->warehouse_id,
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chargenumber => $chargenumber,
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bestbefore => $bestbefore,
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shippingdate => $shippingdate,
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project => $project,
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invoice => $invoice,
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comment => $comment,
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prod => $production_order_item,
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employee => SL::DB::Manager::Employee->current,
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oe_id => $for_object_id,
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);
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SL::DB->client->with_transaction(sub {
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$_->save for @transfers;
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1;
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}) or do {
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die SL::DB->client->error;
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};
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@transfers;
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}
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package SL::Helper::Inventory::Allocation {
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my @attributes = qw(parts_id qty bin_id warehouse_id chargenumber bestbefore comment for_object_id);
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my %attributes = map { $_ => 1 } @attributes;
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for my $name (@attributes) {
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no strict 'refs';
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*{"SL::Helper::Inventory::Allocation::$name"} = sub { $_[0]{$name} };
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}
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sub new {
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my ($class, %params) = @_;
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Carp::croak("missing attribute $_") for grep { !exists $params{$_} } @attributes;
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Carp::croak("unknown attribute $_") for grep { !exists $attributes{$_} } keys %params;
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Carp::croak("$_ must be set") for grep { !$params{$_} } qw(parts_id qty bin_id);
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Carp::croak("$_ must be positive") for grep { !($params{$_} > 0) } qw(parts_id qty bin_id);
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bless { %params }, $class;
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}
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}
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1;
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=encoding utf-8
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=head1 NAME
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SL::WH - Warehouse and Inventory API
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=head1 SYNOPSIS
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# See description for an intro to the concepts used here.
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use SL::Helper::Inventory qw(:ALL);
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# stock, get "what's there" for a part with various conditions:
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my $qty = get_stock(part => $part); # how much is on stock?
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my $qty = get_stock(part => $part, date => $date); # how much was on stock at a specific time?
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my $qty = get_stock(part => $part, bin => $bin); # how is on stock in a specific bin?
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my $qty = get_stock(part => $part, warehouse => $warehouse); # how is on stock in a specific warehouse?
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my $qty = get_stock(part => $part, chargenumber => $chargenumber); # how is on stock of a specific chargenumber?
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# onhand, get "what's available" for a part with various conditions:
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my $qty = get_onhand(part => $part); # how much is available?
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my $qty = get_onhand(part => $part, date => $date); # how much was available at a specific time?
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my $qty = get_onhand(part => $part, bin => $bin); # how much is available in a specific bin?
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my $qty = get_onhand(part => $part, warehouse => $warehouse); # how much is available in a specific warehouse?
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my $qty = get_onhand(part => $part, chargenumber => $chargenumber); # how much is availbale of a specific chargenumber?
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# onhand batch mode:
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my $data = get_onhand(
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warehouse => $warehouse,
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by => [ qw(bin part chargenumber) ],
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with_objects => [ qw(bin part) ],
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);
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# allocate:
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my @allocations, allocate(
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part => $part, # part_id works too
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qty => $qty, # must be positive
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chargenumber => $chargenumber, # optional, may be arrayref. if provided these charges will be used first
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bestbefore => $datetime, # optional, defaults to today. items with bestbefore prior to that date wont be used
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bin => $bin, # optional, may be arrayref. if provided
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);
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# shortcut to allocate all that is needed for producing an assembly, will use chargenumbers as appropriate
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my @allocations, allocate_for_assembly(
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part => $assembly, # part_id works too
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qty => $qty, # must be positive
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);
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# create allocation manually, bypassing checks, all of these need to be passed, even undefs
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my $allocation = SL::Helper::Inventory::Allocation->new(
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part_id => $part->id,
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qty => 15,
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bin_id => $bin_obj->id,
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warehouse_id => $bin_obj->warehouse_id,
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chargenumber => '1823772365',
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bestbefore => undef,
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for_object_id => $order->id,
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);
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# produce_assembly:
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produce_assembly(
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part => $part, # target assembly
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qty => $qty, # qty
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allocations => \@allocations, # allocations to use. alternatively use "auto_allocate => 1,"
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# where to put it
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bin => $bin, # needed unless a global standard target is configured
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chargenumber => $chargenumber, # optional
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bestbefore => $datetime, # optional
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comment => $comment, # optional
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# links, all optional
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production_order_item => $item,
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);
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=head1 DESCRIPTION
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New functions for the warehouse and inventory api.
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The WH api currently has three large shortcomings. It is very hard to just get
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the current stock for an item, it's extremely complicated to use it to produce
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assemblies while ensuring that no stock ends up negative, and it's very hard to
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use it to get an overview over the actual contents of the inventory.
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The first problem has spawned several dozen small functions in the program that
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try to implement that, and those usually miss some details. They may ignore
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reservations, or bestbefore times.
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To get this cleaned up a bit this code introduces two concepts: stock and onhand.
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Stock is defined as the actual contents of the inventory, everything that is
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there. Onhand is what is available, which means things that are stocked
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and not expired.
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The two new functions C<get_stock> and C<get_onhand> encapsulate these principles and
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allow simple access with some optional filters for chargenumbers or warehouses.
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Both of them have a batch mode that can be used to get these information to
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supllement smiple reports.
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To address the safe assembly creation a new function has been added.
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C<allocate> will try to find the requested quantity of a part in the inventory
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and will return allocations of it which can then be used to create the
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assembly. Allocation will happen with the C<onhand> semantics defined above,
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meaning that by default no reservations or expired goods will be used. The
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caller can supply hints of what shold be used and in those cases chargenumber
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and reservations will be used up as much as possible first. C<allocate> will
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always try to fulfil the request even beyond those. Should the required amount
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not be stocked, allocate will throw an exception.
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C<produce_assembly> has been rewritten to only accept parameters about the
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target of the production, and requires allocations to complete the request. The
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allocations can be supplied manually, or can be generated automatically.
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C<produce_assembly> will check whether enough allocations are given to create
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the recipe, but will not check whether the allocations are backed. If the
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allocations are not sufficient or if the auto-allocation fails an exception
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is returned. If you need to produce something that is not in the inventory, you
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can bypass those checks by creating the allocations yourself (see
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L</"ALLOCATION DATA STRUCTURE">).
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Note: this is only intended to cover the scenarios described above. For other cases:
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=over 4
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=item *
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If you need actual inventory objects because of record links, prod_id links or
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something like that load them directly. And strongly consider redesigning that,
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because it's really fragile.
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=item *
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You need weight or accounting information you're on your own. The inventory api
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only concerns itself with the raw quantities.
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=item *
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If you need the first stock date of parts, or anything related to a specific
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transfer type or direction, this is not covered yet.
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=back
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=head1 FUNCTIONS
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=over 4
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=item * get_stock PARAMS
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Returns for single parts how much actually exists in the inventory.
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Options:
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=over 4
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=item * part
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The part. Must be present without C<by>. May be arrayref with C<by>. Can be object or id.
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=item * bin
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If given, will only return stock on these bins. Optional. May be array, May be object or id.
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=item * warehouse
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If given, will only return stock on these warehouses. Optional. May be array, May be object or id.
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=item * date
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If given, will return stock as it were on this timestamp. Optional. Must be L<DateTime> object.
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=item * chargenumber
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If given, will only show stock with this chargenumber. Optional. May be array.
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=item * by
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See L</"STOCK/ONHAND REPORT MODE">
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=item * with_objects
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See L</"STOCK/ONHAND REPORT MODE">
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=back
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Will return a single qty normally, see L</"STOCK/ONHAND REPORT MODE"> for batch
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mode when C<by> is given.
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=item * get_onhand PARAMS
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Returns for single parts how much is available in the inventory. That excludes
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stock with expired bestbefore.
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It takes all options of L</get_stock> and has some additional ones:
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=over 4
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=item * bestbefore
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=back
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=item * allocate PARAMS
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Accepted parameters:
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=over 4
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=item * part
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=item * qty
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=item * bin
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Bin object. Optional.
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=item * warehouse
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Warehouse object. Optional.
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=item * chargenumber
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Optional.
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=item * bestbefore
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Datetime. Optional.
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=back
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Tries to allocate the required quantity using what is currently onhand. If
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given any of C<bin>, C<warehouse>, C<chargenumber>
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=item * allocate_for_assembly PARAMS
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Shortcut to allocate everything for an assembly. Takes the same arguments. Will
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compute the required amount for each assembly part and allocate all of them.
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=item * produce_assembly
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=back
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=head1 STOCK/ONHAND REPORT MODE
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If the special option C<by> is given with an arrayref, the result will instead
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be an arrayref of partitioned stocks by those fields. Valid partitions are:
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=over 4
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=item * part
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If this is given, part is optional in the parameters
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=item * bin
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=item * warehouse
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=item * chargenumber
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=item * bestbefore
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=back
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Note: If you want to use the returned data to create allocations you I<need> to
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enable all of these. To make this easier a special shortcut exists
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In this mode, C<with_objects> can be used to load C<warehouse>, C<bin>,
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C<parts> objects in one go, just like with Rose. They
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need to be present in C<by> before that though.
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=head1 ALLOCATION ALGORITHM
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When calling allocate, the current onhand (== available stock) of the item will
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be used to decide which bins/chargenumbers/bestbefore can be used.
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In general allocate will try to make the request happen, and will use the
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provided charges up first, and then tap everything else. If you need to only
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I<exactly> use the provided charges, you'll need to craft the allocations
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yourself. See L</"ALLOCATION DATA STRUCTURE"> for that.
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If C<chargenumber> is given, those will be used up next.
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After that normal quantities will be used.
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These are tiebreakers and expected to rarely matter in reality. If you need
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finegrained control over which allocation is used, you may want to get the
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onhands yourself and select the appropriate ones.
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Only quantities with C<bestbefore> unset or after the given date will be
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considered. If more than one charge is eligible, the earlier C<bestbefore>
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will be used.
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Allocations do NOT have an internal memory and can't react to other allocations
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of the same part earlier. Never double allocate the same part within a
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transaction.
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=head1 ALLOCATION DATA STRUCTURE
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Allocations are instances of the helper class C<SL::Helper::Inventory::Allocation>. They require
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each of the following attributes to be set at creation time:
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=over 4
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=item * parts_id
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=item * qty
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=item * bin_id
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=item * warehouse_id
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=item * chargenumber
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=item * bestbefore
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=item * for_object_id
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If set the allocations will be marked as allocated for the given object.
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If these allocations are later used to produce an assembly, the resulting
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consuming transactions will be marked as belonging to the given object.
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The object may be an order, productionorder or other objects
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=back
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C<chargenumber>, C<bestbefore> and C<for_object_id> may be C<undef> (but must
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still be present at creation time). Instances are considered immutable.
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=head1 CONSTRAINTS
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# whitelist constraints
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->allocate(
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...
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constraints => {
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bin_id => \@allowed_bins,
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chargenumber => \@allowed_chargenumbers,
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}
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);
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# custom constraints
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->allocate(
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constraints => sub {
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# only allow chargenumbers with specific format
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all { $_->chargenumber =~ /^ C \d{8} - \a{d2} $/x } @_
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&&
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# and must all have a bestbefore date
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all { $_->bestbefore } @_;
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}
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)
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C<allocation> is "best effort" in nature. It will take the C<bin>,
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C<chargenumber> etc hints from the parameters, but will try it's bvest to
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fulfil the request anyway and only bail out if it is absolutely not possible.
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Sometimes you need to restrict allocations though. For this you can pass
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additional constraints to C<allocate>. A constraint serves as a whitelist.
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Every allocation must fulfil every constraint by having that attribute be one
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of the given values.
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In case even that is not enough, you may supply a custom check by passing a
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function that will be given the allocation objects.
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Note that both whitelists and constraints do not influence the order of
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allocations, which is done purely from the initial parameters. They only serve
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to reject allocations made in good faith which do fulfil required assertions.
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=head1 ERROR HANDLING
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C<allocate> and C<produce_assembly> will throw exceptions if the request can
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not be completed. The usual reason will be insufficient onhand to allocate, or
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insufficient allocations to process the request.
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=head1 TODO
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* define and describe error classes
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* define wrapper classes for stock/onhand batch mode return values
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* handle extra arguments in produce: shippingdate, project, oe
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* clean up allocation helper class
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* with objects for reservations
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* document no_ check
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* tests
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=head1 BUGS
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None yet :)
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=head1 AUTHOR
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Sven Schöling E<lt>sven.schoeling@opendynamic.deE<gt>
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=cut
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