Class: ItemLedgerEntriesController

Inherits:

CrmController

Object
ActionController::Base
ApplicationController
CrmController
ItemLedgerEntriesController

show all

Includes:: Controllers::Showable

Defined in:: app/controllers/item_ledger_entries_controller.rb

Overview

== Schema Information

Table name: item_ledger_entries

id :integer not null, primary key
store_id :integer
item_id :integer
category :string(255)
gl_date :date
quantity :integer
currency :string(255)
unit_cost :decimal(10, 4)
total_cost :decimal(10, 4)
description :string(255)
creator_id :integer
updater_id :integer
created_at :datetime
updated_at :datetime
shipment_receipt_item_id :integer
landed_cost_id :integer
old_unit_cogs :decimal(10, 4)
new_unit_cogs :decimal(10, 4)
location :string(255)
ledger_company_account_id :integer
ledger_transaction_id :integer
ledger_detail_project_id :integer
invoice_id :integer
rma_item_id :integer
old_qty_on_hand :integer
new_qty_on_hand :integer
business_unit_id :integer
quantity_eval :integer
cycle_count_item_id :integer
item_kit_id :integer

Constant Summary

Constants included from Www::SeoHelper

Constants included from IconHelper

IconHelper::CUSTOM_ICON_MAP, IconHelper::CUSTOM_SVG_DIR, IconHelper::DEFAULT_FAMILY

Instance Method Summary collapse

#check_for_errors(line_item_params) ⇒ Object
#check_for_item_committed_errors(attrs) ⇒ Object
#check_for_serial_number_errors(attrs) ⇒ Object
#cogs_adjustment ⇒ Object
GET /item_ledger_entries/cogs_adjustment — render the form for re-stating an item's per-unit cost (cost-of-goods-sold).
#do_cogs_adjustment ⇒ Object
POST /item_ledger_entries/do_cogs_adjustment — execute the cost re-statement via ItemLedgerEntry.cogs_adjustment.
#do_import_from_excel ⇒ Object
POST /item_ledger_entries/do_import_from_excel — pre-populate the #store_transfer form from a Roo-readable spreadsheet.
#do_inventory_adjustment ⇒ Object
POST /item_ledger_entries/do_inventory_adjustment — execute the adjustment.
#do_issue_to_account ⇒ Object
POST /item_ledger_entries/do_issue_to_account — post the write-off.
#do_item_reclassification ⇒ Object
POST /item_ledger_entries/do_item_reclassification — validate the from / to lists and post the paired ledger entries (qty out of source SKU, qty in to destination SKU) so the GL stays balanced and on-hand quantities match the physical recount.
#do_location_transfer ⇒ Object
POST /item_ledger_entries/do_location_transfer — execute the within-warehouse move.
#do_store_transfer ⇒ Object
POST /item_ledger_entries/do_store_transfer — execute the cross-warehouse transfer.
#do_total_cost_adjustment ⇒ Object
POST /item_ledger_entries/do_total_cost_adjustment — execute the lump adjustment via ItemLedgerEntry.total_cost_adjustment.
#download_sample_excel ⇒ Object
GET /item_ledger_entries/download_sample_excel — serve the canonical store-transfer template so users start from the right column layout.
#index ⇒ Object
GET /item_ledger_entries — landing page for the inventory ledger.
#inventory_adjustment ⇒ Object
GET /item_ledger_entries/inventory_adjustment — render the generic inventory-adjustment form (positive or negative qty delta against a store/location).
#issue_to_account ⇒ Object
GET /item_ledger_entries/issue_to_account — render the form for writing inventory off to an arbitrary GL account (samples, write-offs, donations).
#item_reclassification ⇒ Object
GET /item_ledger_entries/item_reclassification — render the form for converting one SKU into another (e.g. a recall or rev-change where stock-on-hand carries over to a new SKU).
#location_transfer ⇒ Object
GET /item_ledger_entries/location_transfer — render the location-to-location move form (e.g. moving stock from Receiving to Mezzanine within one warehouse).
#store_transfer ⇒ Object
GET /item_ledger_entries/store_transfer — render the cross-warehouse store-transfer form.
#total_cost_adjustment ⇒ Object
GET /item_ledger_entries/total_cost_adjustment — render the form for adjusting the on-hand value by an absolute dollar amount (rather than a per-unit cogs change).

Methods included from Controllers::Showable

#perform_show, #show

Methods inherited from CrmController

#access_denied, #context_id, #context_object, #crm_home_path, #current_ability, #default_url_options, #download_temp, #get_tempfile_path_for_download, #init_status_job_collector, #initialize_crm_lazy_chunks, #persist_enqueued_status_jobs, #record_not_found, #redirect_to_job_or_fallback, #render_edit_action, #set_context, #set_download_path, #stash_file_for_temp_download, #sync_admin_presence_cookie

Methods inherited from ApplicationController

#account_impersonated?, #add_to_flash, #after_sign_in_path_for, #bypass_forgery_protection?, #chat_enabled?, #cloudflare_cleared?, #default_catalog, #default_url_options, #enable_turbo_frames, #find_publication, #fix_invalid_accept_header, #init_js_utils, #is_globals_call?, #layout_by_resource, #locale_store, #redirect_to, #require_employee_for_crm, #set_base_host, #set_real_ip, #set_report_errors_for, #should_render_layout?, #stamp_impersonation_context, #warmlyyours_canada_ip?, #warmlyyours_ip?, #y

Methods included from Controllers::ReturnPathHandling

#check_for_return_path, #redirect_to_return_path_or_default

Methods included from Controllers::AnalyticsEvents

#consume_queued_analytics_events, #track_event

Methods included from Controllers::DeviceDetection

#device_detector, #is_ie?

Methods included from Controllers::SubdomainDetection

#is_crm_request?, #is_www_request?, #json_request?

Methods included from Controllers::TurboSafeRedirect

#redirect_to

Methods included from Controllers::TrackingDetection

#bot_request?, #gdpr_country?, #gdpr_country_data, #prevent_bots, #set_tracking_cookie, #track_visitor?

Methods included from Controllers::AcceleratedFileSending

#send_file_accelerated, #send_upload_accelerated

Methods included from Controllers::ErrorRendering

#excp_string, #mail_to_for_error_reporting, #render_400, #render_404, #render_406, #render_410, #render_500, #render_invalid_authenticity_token, #render_ip_spoof_error, #render_unpermitted_parameters, #safe_referer_or_fallback

Methods included from Controllers::TurnstileVerification

#load_turnstile_script_tag, #turnstile_lazy_widget, #turnstile_script_tag, #turnstile_widget, #validate_turnstile!

Methods included from Controllers::CloudflareCaching

edge_cached, #edge_cached_action?, #reset_cloudflare_cache, #set_cloudflare_cache, #skip_edge_cache!, #skip_session

Methods included from Controllers::Webpackable

#preload_webpack_fonts, #webpack_css_include, #webpack_css_url, #webpack_js_include, #wpd_is_running?

Methods included from Controllers::Localizable

#cloudflare_country_locale, #determine_request_locale, #geocoder_locale, #guest_user_locale_check, #locale_optional_www_auth_path?, #param_locale, #set_locale, #set_request_locale, #skip_localization?, #warmlyyours_ip_locale

Methods included from Controllers::Authenticable

#access_denied, #authenticate_account, #authenticate_account!, #authenticate_account_from_login_token!, #check_is_a_manager, #check_is_a_sales_manager, #check_is_an_admin, #check_is_an_employee, #check_party, #clear_mismatched_guest_user, #create_guest_user, #credentials?, #current_or_guest_user, #current_or_guest_user_id_read_only, #current_user, #devise_mapping, #fully_logged_in?, #generate_bot_id, #guest_user, #identifiable?, #init_current_user, #initialize_guest, #load_context_user, #logging_in, #resource, #resource_name, #restrict_access_for_non_employees, #scrubbed_request_path, #user_object, #warn_on_session_guest_id_leak

Methods included from ApplicationHelper

#better_number_to_currency, #check_force_logout, #check_or_cross, #check_or_times, #embedded_tab_frame_id, #error_messages, #general_disclaimer_on_product_installation_and_local_codes, #gridjs_from_html_table, #gridjs_table, #is_wy_ip, #line_break, #parent_layout, #pass_or_fail, #render_error_messages_list, #render_video_card, #resolved_auth_form_turbo_frame, #return_path_or, #safe_css_color, #set_return_path_if_present, #set_section_if_present, #tab_frame_id, #to_underscore, #track_page?, #turbo_section_wrapper, #turbo_tabs_request?, #url_on_same_domain_as_request, #widget_index_daily_focus_index_path, #working_hours?, #yes_or_no, #yes_or_no_highlighted, #yes_or_no_with_check_or_cross, #youtube_video

Methods included from UppyUploaderHelper

#file_uploader, #image_uploader, #large_file_uploader_s3, #lead_sketch_uploader, #rma_image_uploader, #rma_image_uploader_s3, #uppy_uploader, #video_uploader

Methods included from Www::ImagesHelper

#image_asset_tag, #image_asset_url

Methods included from Www::SeoHelper

#add_page_schema, #add_webpage_schema, #canada?, #company_social_links, #ensure_context_json, #json_ld_script_tag, #local_business_schema, #online_store_id, #online_store_schema, #page_main_entity, #page_main_entity_json, #render_auto_collection_page_schema, #render_collection_page_schema, #render_local_business_schema, #render_online_store_schema, #render_page_schemas, #render_page_video_schemas, #render_webpage_schema, #render_webpage_schema_with_collections, #usa?

Methods included from UrlsHelper

#catalog_breadcrumb_links, #catalog_link, #catalog_link_for_product_line, #catalog_link_for_sku, #cms_link, #delocalized_path, #path_to_sales_product_sku, #path_to_sales_product_sku_for_product_line, #path_to_sales_product_sku_for_product_line_slug, #product_line_from_catalog_link, #protocol_neutral_url, #sanitize_external_url, #valid_external_url?

Methods included from IconHelper

#account_nav_icon, #fa_icon, #star_rating_html

Instance Method Details

#check_for_errors(line_item_params) ⇒ `Object`

# File 'app/controllers/item_ledger_entries_controller.rb', line 558

def check_for_errors(line_item_params)
  errors = 0
  line_item_params.each do |_index, attrs|
    errors += 1 if attrs[:store_item_id].blank? || attrs[:qty].blank? || (attrs[:qty].to_i <= 0) || (attrs[:qty].to_i > attrs[:qty_on_hand].to_i)
    errors += check_for_serial_number_errors(attrs)
  end
  errors
end

#check_for_item_committed_errors(attrs) ⇒ `Object`

# File 'app/controllers/item_ledger_entries_controller.rb', line 583

def check_for_item_committed_errors(attrs)
  errors = 0
  if attrs[:store_item_id].present?
    si = StoreItem.find(attrs[:store_item_id])
    errors += 1 if si.qty_committed > (si.qty_on_hand + attrs[:qty].to_i)
  end
  errors
end

#check_for_serial_number_errors(attrs) ⇒ `Object`

# File 'app/controllers/item_ledger_entries_controller.rb', line 567

def check_for_serial_number_errors(attrs)
  errors = 0
  if attrs[:store_item_id].present?
    si = StoreItem.find(attrs[:store_item_id])
    if si.item.require_reservation?
      if attrs[:serial_number_id].blank?
        errors += 1
      else
        serial_number_qty = si.serial_numbers.where(id: attrs[:serial_number_id]).first.qty
        errors += 1 if serial_number_qty != attrs[:qty].to_i.abs
      end
    end
  end
  errors
end

#cogs_adjustment ⇒ `Object`

GET /item_ledger_entries/cogs_adjustment — render the form
for re-stating an item's per-unit cost (cost-of-goods-sold).
Affects on-hand valuation but not quantity.



416
417
418

# File 'app/controllers/item_ledger_entries_controller.rb', line 416

def cogs_adjustment
  @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { location: nil })
end

#do_cogs_adjustment ⇒ `Object`

POST /item_ledger_entries/do_cogs_adjustment — execute the
cost re-statement via ItemLedgerEntry.cogs_adjustment.
Refuses negative new-cogs values.

# File 'app/controllers/item_ledger_entries_controller.rb', line 423

def do_cogs_adjustment
  @line_items = params[:line_items]
  store_id = params.dig(:adjustment, :store)
  if store_id.blank?
    flash.now[:error] = 'You must specify a valid store to continue.'
    render :cogs_adjustment, status: :unprocessable_content
  else
    store = Store.find(store_id)
    date = begin
      Date.strptime(params.dig(:adjustment, :date), '%Y-%m-%d')
    rescue StandardError
      Date.current
    end
    description = params.dig(:adjustment, :description).presence

    errors = 0
    params[:line_items].each do |_index, attrs|
      errors += 1 if attrs[:store_item_id].blank? || attrs[:new_cogs].blank? || BigDecimal(attrs[:new_cogs]).negative?
    end

    if errors.positive?
      flash.now[:error] = 'You must specify a valid item and new cogs of 0 or more on each line.'
      render :cogs_adjustment, status: :unprocessable_content
    else
      ItemLedgerEntry.cogs_adjustment(store, params[:line_items], date, description)
      flash[:info] = 'COGS adjustment has been processed successfully.'
      redirect_to item_ledger_entries_path
    end
  end
end

#do_import_from_excel ⇒ `Object`

POST /item_ledger_entries/do_import_from_excel — pre-populate
the #store_transfer form from a Roo-readable spreadsheet.
Skips unknown SKUs with a warning rather than failing the
whole import (operators were getting locked out of the screen
by single-row typos).

# File 'app/controllers/item_ledger_entries_controller.rb', line 119

def do_import_from_excel
  options = {}
  items_list = []
  imported_store_transfer_items_excel = params.dig(:upload, :imported_store_transfer_items_excel)
  if imported_store_transfer_items_excel
    file_path = imported_store_transfer_items_excel.tempfile.path.to_s
    require 'roo'
    st_items_xlsx = Roo::Spreadsheet.open(file_path)
    skipped_skus = []
    st_items_xlsx.parse(headers: true, clean: true).each_with_index do |row, index|
      next unless index >= 1

      next if row.map { |_k, v| v }.uniq.compact.blank?

      options[:store_id] = row['store_id'].to_i if row['store_id'].present? && index == 1
      next unless row['sku'].present? && row['quantity'].present?

      item = Item.find_by(sku: row['sku'])
      unless item
        skipped_skus << row['sku']
        next
      end

      items_list << [item.id, row['quantity'].to_i]
    end
    options[:items_list] = items_list.to_h
    flash[:warning] = "Skipped unknown SKU(s): #{skipped_skus.join(', ')}" if skipped_skus.present?
    redirect_to store_transfer_item_ledger_entries_path(options: options.stringify_keys)
  else
    flash.now[:error] = 'No file was uploaded'
    render :import_from_excel, status: :unprocessable_content
  end
end

#do_inventory_adjustment ⇒ `Object`

POST /item_ledger_entries/do_inventory_adjustment — execute the
adjustment. For negative deltas it additionally enforces
serial-number coverage and that the new on-hand wouldn't go
below committed (we don't want to let a write-off orphan a
picked order). override_kit_restriction=true lets the user
adjust component-level quantities on a kit SKU.

# File 'app/controllers/item_ledger_entries_controller.rb', line 369

def do_inventory_adjustment
  @adjustment = OpenStruct.new({ date: Date.current }.merge(params[:adjustment] || {}))
  @line_items = params[:line_items]
  store_id = @adjustment.store
  if store_id.blank?
    flash.now[:error] = 'You must specify a valid store to continue.'
    render :inventory_adjustment, status: :unprocessable_content
  else
    store = Store.find(store_id)
    date = begin
      Date.strptime(@adjustment.date, '%Y-%m-%d')
    rescue StandardError
      Date.current
    end
    description = @adjustment.description.presence
    override_kit_restriction = @adjustment.override_kit_restriction.to_b
    errors = 0
    qty_committed_errors = 0
    @line_items.each do |_index, attrs|
      errors += 1 if attrs[:store_item_id].blank? || attrs[:qty].blank?
      if attrs[:qty].present? && attrs[:qty].to_i.negative?
        errors += check_for_serial_number_errors(attrs)
        qty_committed_errors += check_for_item_committed_errors(attrs)
      end
    end

    if errors.positive? || qty_committed_errors.positive?
      flash.now[:error] = 'You must specify a valid item and quantity on each line. You must specify a serial number with matching positive qty if item requested requires reservation and has a negative quantity.' if errors.positive?
      flash.now[:error] = "You cannot reduce an item's quantity below its available quantity (on hand - committed)." if qty_committed_errors.positive?
      render :inventory_adjustment, status: :unprocessable_content
    else
      begin
        ItemLedgerEntry.inventory_adjustment(store, @line_items, date, description, override_kit_restriction)
        flash[:info] = 'Inventory adjustment has been processed successfully. Please note that kit might take up to 30 seconds to have their new stock updated.'
        redirect_to_return_path_or_default item_ledger_entries_path
      rescue ItemLedgerEntry::ItemLedgerEntryError => e
        flash.now[:error] = e
        render :inventory_adjustment, status: :unprocessable_content
      end

    end
  end
end

#do_issue_to_account ⇒ `Object`

POST /item_ledger_entries/do_issue_to_account — post the
write-off. Enforces the standard P&L-account → business-unit
rule (required, and must match the store's company) before
delegating to #check_for_errors for per-line validation.

# File 'app/controllers/item_ledger_entries_controller.rb', line 296

def do_issue_to_account
  @line_items = params[:line_items]
  adjustment_params = params.fetch(:adjustment, {})
  store_id = adjustment_params[:store]
  company_account_id = adjustment_params[:company_account_id]
  if store_id.blank? || company_account_id.blank?
    flash.now[:error] = 'You must specify a valid store and account.'
    render :issue_to_account, status: :unprocessable_content
  else
    store = Store.find(store_id)
    company_account = LedgerCompanyAccount.find(company_account_id)
    business_unit = BusinessUnit.where(id: adjustment_params[:business_unit_id]).first
    project = LedgerDetailProject.where(id: adjustment_params[:project_id]).first
    date = begin
      Date.strptime(adjustment_params[:date], '%Y-%m-%d')
    rescue StandardError
      Date.current
    end

    if company_account.requires_business_unit? && business_unit.nil?
      flash.now[:error] = 'You must specify a business unit if issuing to a profit and loss account'
      render(:issue_to_account, status: :unprocessable_content) and return
    elsif company_account.requires_business_unit? && business_unit.company_id != store.company_id
      flash.now[:error] = 'Business unit must belong to the same company as the store'
      render(:issue_to_account, status: :unprocessable_content) and return
    end

    errors = check_for_errors(params[:line_items])

    if errors.positive?
      flash.now[:error] = 'You must specify a valid item with a quantity greater than 0 and not more than current quantity. You must specify a serial number with matching qty if item requested requires reservation.'
      render :issue_to_account, status: :unprocessable_content
    else
      begin
        ItemLedgerEntry.issue_to_account(store, params[:line_items], company_account, business_unit, date, project, adjustment_params[:description])
        flash[:info] = 'Item have been issued to account successfully.'
        redirect_to item_ledger_entries_path
      rescue ActiveRecord::RecordInvalid => e
        flash.now[:error] = e.record.errors.full_messages.join(', ')
        render :issue_to_account, status: :unprocessable_content
      end
    end
  end
end

#do_item_reclassification ⇒ `Object`

POST /item_ledger_entries/do_item_reclassification —
validate the from / to lists and post the paired ledger
entries (qty out of source SKU, qty in to destination SKU)
so the GL stays balanced and on-hand quantities match the
physical recount.

# File 'app/controllers/item_ledger_entries_controller.rb', line 513

def do_item_reclassification
  adjustment_params = params.fetch(:adjustment, {})

  @from_line_items = params[:from_line_items]
  @to_line_items = params[:to_line_items]
  date = begin
    Date.strptime(adjustment_params[:date], '%Y-%m-%d')
  rescue StandardError
    Date.current
  end

  if params[:from_line_items].nil? || params[:to_line_items].nil? || adjustment_params[:store].blank?
    flash.now[:error] = 'You must specify a valid store and items to reclassify.'
    render :item_reclassification, status: :unprocessable_content
  else
    messages = []

    from_errors = check_for_errors(params[:from_line_items])
    messages << 'You must specify valid item(s) with a quantity greater than 0 and not more than current quantity. You must specify a serial number with matching qty if item requested requires reservation.' if from_errors.positive?

    to_errors = 0
    params[:to_line_items].each do |_index, attrs|
      to_errors += 1 if attrs[:item_id].blank? || attrs[:qty].blank? || attrs[:qty].to_i <= 0 || attrs[:location].blank?
    end
    messages << 'You must specify item(s) to reclassify to with a destination location and quantity greater than 0.' if to_errors.positive?

    kit_errors = 0
    params[:from_line_items].merge(params[:to_line_items]).each do |_index, attrs|
      kit_errors += 1 if attrs[:item_id] && Item.find(attrs[:item_id]).is_kit?
    end
    messages << 'Kits cannot be reclassified.' if kit_errors.positive?

    if messages.length.positive?
      flash.now[:error] = messages.join(', ')
      render :item_reclassification, status: :unprocessable_content
    else
      store = Store.find(adjustment_params[:store])
      ItemLedgerEntry.item_reclassification(store, params[:from_line_items], params[:to_line_items], date, adjustment_params[:description])
      flash[:info] = 'Item transfer has been initiated.'
      redirect_to_return_path_or_default item_ledger_entries_path
    end

  end
end

#do_location_transfer ⇒ `Object`

POST /item_ledger_entries/do_location_transfer — execute the
within-warehouse move. Per-line validation runs through
#check_for_errors before delegating to
ItemLedgerEntry.location_transfer; surfaces any failure as a
combined flash and re-renders the form so the user can fix
in-place.

# File 'app/controllers/item_ledger_entries_controller.rb', line 87

def do_location_transfer
  adjustment_params = params.fetch(:adjustment, {})
  @line_items = params[:line_items]
  if adjustment_params[:store].blank?
    flash.now[:error] = 'You must specify a valid store to continue.'
    render :location_transfer, status: :unprocessable_content
  else
    store = Store.find(adjustment_params[:store])
    date = begin
      Date.strptime(adjustment_params[:date], '%Y-%m-%d')
    rescue StandardError
      Date.current
    end

    errors = check_for_errors(params[:line_items])

    if errors.positive?
      flash.now[:error] = 'You must specify a valid item with a quantity greater than 0 and not more than current quantity. You must specify a serial number with matching qty if item requested requires reservation.'
      render :location_transfer, status: :unprocessable_content
    else
      ItemLedgerEntry.location_transfer(store, params[:line_items], date, adjustment_params[:description])
      flash[:info] = 'Items have been transferred successfully.'
      redirect_to_return_path_or_default item_ledger_entries_path
    end
  end
end

#do_store_transfer ⇒ `Object`

POST /item_ledger_entries/do_store_transfer — execute the
cross-warehouse transfer. Validates per-line (item present,
quantity in stock, serial-number availability if reservable,
and that the item is in both the source and destination
store's primary catalog). Creates a transfer order via
ItemLedgerEntry.store_transfer so the warehouse pipeline
picks up the move like any other order, and lands the user on
the inventory ledger with a link to the new transfer order.

# File 'app/controllers/item_ledger_entries_controller.rb', line 208

def do_store_transfer
  adjustment_params = params.to_h.fetch(:adjustment, {})
  new_address_params = params.to_h.fetch(:address, {})
  @adjustment = OpenStruct.new(adjustment_params)
  @line_items = params.fetch(:line_items, {}).to_h.with_indifferent_access
  @new_address = Address.new(new_address_params)
  @enter_new_address = adjustment_params[:enter_new_address]
  @addresses = []
  # Needed by the store_transfer template's destination_address_id input so
  # the user's selection survives a re-render after validation failure.
  @preselected_destination_address =
    adjustment_params[:destination_address_id].present? ? Address.find_by(id: adjustment_params[:destination_address_id]) : nil
  if adjustment_params[:store].blank? || adjustment_params[:new_store_id].blank? || adjustment_params[:store] == adjustment_params[:new_store_id]
    flash.now[:error] = 'You must specify valid stores to continue.'
    render :store_transfer, status: :unprocessable_content
  elsif adjustment_params[:destination_address_id].blank? && new_address_params.dig(:street1).blank?
    flash.now[:error] = 'You must choose an existing destination address or enter a new one to continue.'
    render :store_transfer, status: :unprocessable_content
  else
    store = Store.find(adjustment_params[:store])
    new_store = Store.find(adjustment_params[:new_store_id])
    date = begin
      Date.strptime(adjustment_params[:date], '%Y-%m-%d')
    rescue StandardError
      Date.current
    end
    new_store_consignee_party_id = StoreTransfer.where(from_store_id: store.id).where(to_store_id: new_store.id).first.consignee_party_id
    @addresses = Address.where(party_id: new_store_consignee_party_id).order(state_code: :asc).map { |a| [a.to_s, a.id] }
    if @enter_new_address.to_b
      @new_address.party_id = new_store_consignee_party_id
      unless @new_address.save
        flash.now[:error] = 'New address is invalid.'
        render(:store_transfer, status: :unprocessable_content) and return
      end
      address_id = @new_address.id
    else
      address_id = adjustment_params[:destination_address_id]
    end

    errors = []
    params[:line_items].each do |index, attrs|
      line_prefix = "Line #{index.to_i + 1}: "
      errors << "#{line_prefix} Store Item missing" if attrs[:store_item_id].blank?
      errors << "#{line_prefix} Quantity to transfer missing" if attrs[:qty].blank?
      qty_requested = attrs[:qty].to_i
      errors << "#{line_prefix} Quantity to transfer must be > 0" if qty_requested <= 0
      qty_on_hand = attrs[:qty_on_hand].to_i
      errors << "#{line_prefix} Quantity to transfer exceeds stock on hand" if qty_requested > qty_on_hand
      # Serial number check
      if attrs[:serial_number_id].present? && (sn = SerialNumber.find(attrs[:serial_number_id])) && qty_requested > sn.qty_available
        errors << "#{line_prefix} Quantity to transfer must not be higher than available qty of serial number #{attrs[:serial_number_id]}"
      end
      store_item = StoreItem.find(attrs[:store_item_id])
      item = store_item.item
      cat_item = store.primary_catalog.catalog_items.joins(:store_item).find_by(store_items: { item_id: item.id })
      errors << "Unable to find given item SKU: #{item.sku} / ID: #{item.id} in origin store's primary catalog NAME: #{store.primary_catalog.name} / ID: #{store.primary_catalog_id}." if cat_item.nil?
      dest_cat_item = new_store.primary_catalog.catalog_items.joins(:store_item).find_by(store_items: { item_id: item.id })
      errors << "Unable to find given item SKU: #{item.sku} / ID: #{item.id} in destination store's primary catalog NAME: #{new_store.primary_catalog.name} / ID: #{new_store.primary_catalog_id}." if dest_cat_item.nil?
    end

    if errors.present?
      flash.now[:error] = errors.to_sentence.capitalize
      render :store_transfer, status: :unprocessable_content
    else
      order = ItemLedgerEntry.store_transfer(
        store: store, line_items: params[:line_items],
        new_store: new_store, shipping_option_id: params[:shipping_option_id],
        gl_date: date, description: adjustment_params[:description], address_id: address_id,
        fulfillment_order_reference: adjustment_params[:fulfillment_order_reference]
      )
      link = view_context.link_to("Order #{order.reference_number}", order)
      flash[:info] = "Item transfer has been initiated as #{link}"
      redirect_to item_ledger_entries_path
    end
  end
end

#do_total_cost_adjustment ⇒ `Object`

POST /item_ledger_entries/do_total_cost_adjustment — execute
the lump adjustment via
ItemLedgerEntry.total_cost_adjustment. Honors
override_kit_restriction so kit components can be adjusted
in place when needed.

# File 'app/controllers/item_ledger_entries_controller.rb', line 467

def do_total_cost_adjustment
  adjustment_params = params.fetch(:adjustment, {})
  @line_items = params[:line_items]
  if adjustment_params[:store].blank?
    flash.now[:error] = 'You must specify a valid store to continue.'
    render :total_cost_adjustment, status: :unprocessable_content
  else
    store = Store.find(adjustment_params[:store])
    date = begin
      Date.strptime(adjustment_params[:date], '%Y-%m-%d')
    rescue StandardError
      Date.current
    end

    errors = 0
    params[:line_items].each do |_index, attrs|
      errors += 1 if attrs[:store_item_id].blank? || attrs[:total_cost].blank?
    end

    if errors.positive?
      flash.now[:error] = 'You must specify a valid item and an amount to adjust by on each line.'
      render :total_cost_adjustment, status: :unprocessable_content
    else
      ItemLedgerEntry.total_cost_adjustment(store, params[:line_items], date, params[:description], adjustment_params[:override_kit_restriction].to_b)
      flash[:info] = 'Total cost adjustment has been processed successfully.'
      redirect_to item_ledger_entries_path
    end
  end
end

#download_sample_excel ⇒ `Object`

GET /item_ledger_entries/download_sample_excel — serve the
canonical store-transfer template so users start from the
right column layout.

# File 'app/controllers/item_ledger_entries_controller.rb', line 156

def download_sample_excel
  file_path = Rails.root.join('data/import_templates/store_transfers/store_transfer_items_template.xlsx')
  send_file_accelerated(file_path, download: true, preserve_source: true)
end

#index ⇒ `Object`

GET /item_ledger_entries — landing page for the inventory ledger.
Builds a default ItemLedgerEntrySearch with sensible columns
so the user immediately sees the most-recent inventory movements.
params[:links] carries deep-link URLs the helper renders into
the entry/document/gl columns.

# File 'app/controllers/item_ledger_entries_controller.rb', line 49

def index
  @search = ItemLedgerEntrySearch.new(set_limit: 50, employee: @context_user,
                                      query_params: {}, selected_columns: %w[entry_link category store_id
                                                                             item_link quantity quantity_eval currency unit_cost total_cost
                                                                             old_qty new_qty old_cogs new_cogs location
                                                                             description document_link account business_unit
                                                                             project gl_link created_at cycle_count_id],
                                      sort_columns: ['created_at desc'])
  @links = params[:links] || {}
end

#inventory_adjustment ⇒ `Object`

GET /item_ledger_entries/inventory_adjustment — render the
generic inventory-adjustment form (positive or negative qty
delta against a store/location). Pre-fills from
item_id/store/from deep-link or a single
store_item_id so the user lands on the right SKU directly.

# File 'app/controllers/item_ledger_entries_controller.rb', line 346

def inventory_adjustment
  @adjustment = OpenStruct.new({ date: Date.current }.merge(params[:adjustment] || {}))
  if @adjustment.item_id && @adjustment.store && @adjustment.from
    if (store_item = StoreItem.where(store_id: @adjustment.store, item_id: @adjustment.item_id, location: @adjustment.from).first)
      @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { 'location' => params[:from], 'store_item_id' => store_item.id, 'store_item_name' => store_item.sku, 'qty_on_hand' => store_item.qty_on_hand,
'qty_available' => store_item.qty_available })
    end
  elsif params[:store_item_id]
    store_item = StoreItem.find(params[:store_item_id])
    @adjustment.store = store_item.store_id
    @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { 'location' => store_item.location, 'store_item_id' => store_item.id, 'store_item_name' => store_item.sku, 'qty_on_hand' => store_item.qty_on_hand,
'qty_available' => store_item.qty_available })
  else
    @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { 'location' => nil })
  end
end

#issue_to_account ⇒ `Object`

GET /item_ledger_entries/issue_to_account — render the form
for writing inventory off to an arbitrary GL account (samples,
write-offs, donations). Empty form with one blank line item.



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# File 'app/controllers/item_ledger_entries_controller.rb', line 288

def issue_to_account
  @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { location: nil })
end

#item_reclassification ⇒ `Object`

GET /item_ledger_entries/item_reclassification — render the
form for converting one SKU into another (e.g. a recall or
rev-change where stock-on-hand carries over to a new SKU).
Two parallel line-item lists — from_* reduces the source
SKU; to_* increases the destination — both pre-fillable
via deep-link params.

# File 'app/controllers/item_ledger_entries_controller.rb', line 503

def item_reclassification
  @from_line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { location: params[:from].presence, store_item_id: params[:from_store_item_id].presence, qty: 1 })
  @to_line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { location: params[:to].presence, item_id: params[:to_item_id].presence, qty: 1 })
end

#location_transfer ⇒ `Object`

GET /item_ledger_entries/location_transfer — render the
location-to-location move form (e.g. moving stock from
Receiving to Mezzanine within one warehouse). Query params
item_id, store_id, from, to deep-link from the
store-item show page.

# File 'app/controllers/item_ledger_entries_controller.rb', line 65

def location_transfer
  if params[:item_id] && params[:store_id] && params[:from]
    store_item = StoreItem.where(store_id: params[:store_id], item_id: params[:item_id], location: params[:from]).first
    @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => {
                      'location' => params[:from],
                      'store_item_id' => store_item.id,
                      'store_item_name' => store_item.sku,
                      'qty_on_hand' => store_item.qty_on_hand,
                      'qty_available' => store_item.qty_available,
                      'new_location' => params[:to]
                    })
  else
    @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { 'location' => nil })
  end
end

#store_transfer ⇒ `Object`

GET /item_ledger_entries/store_transfer — render the
cross-warehouse store-transfer form. Pre-fills from the
options hash deep-link param (set by either the spreadsheet
importer or a deep-link from the store-item show page).

# File 'app/controllers/item_ledger_entries_controller.rb', line 165

def store_transfer
  options = params[:options].present? ? params[:options].to_hash.symbolize_keys : {}
  items_list = options[:items_list].presence
  s = options[:store_id].present? ? Store.find_by(id: options[:store_id]) : nil
  new_store = options[:new_store_id].present? ? Store.find_by(id: options[:new_store_id]) : nil
  @preselected_destination_address =
    options[:destination_address_id].present? ? Address.find_by(id: options[:destination_address_id]) : nil

  adjustment_attrs = { date: Date.current }
  adjustment_attrs[:store] = [s.name, s.id, { data: { company_id: s.company_id } }] if s
  adjustment_attrs[:new_store_id] = new_store.id if new_store
  adjustment_attrs[:destination_address_id] = @preselected_destination_address.id if @preselected_destination_address

  if s && items_list
    @adjustment = OpenStruct.new(adjustment_attrs)
    line_items = {}
    items_list.each_with_index do |(k, v), index|
      i = Item.find_by(id: k)
      next unless i

      si = StoreItem.where(store_id: s.id, item_id: i.id).first
      next unless si

      line_items[index.to_s] = { location: 'AVAILABLE', store_item_id: [i.sku, si.id], qty_on_hand: si.qty_on_hand, qty_available: si.qty_available, qty: v.to_i }
    end
    @line_items = line_items.presence || { '0' => { location: nil } }.with_indifferent_access
  else
    @adjustment = OpenStruct.new(adjustment_attrs)
    @line_items = { '0' => { location: nil } }.with_indifferent_access
  end
  @new_address = Address.new
  @enter_new_address = nil
  @addresses = []
end

#total_cost_adjustment ⇒ `Object`

GET /item_ledger_entries/total_cost_adjustment — render the
form for adjusting the on-hand value by an absolute dollar
amount (rather than a per-unit cogs change). Used for landed-
cost catch-ups and similar lump adjustments.



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# File 'app/controllers/item_ledger_entries_controller.rb', line 458

def total_cost_adjustment
  @line_items = ActiveSupport::HashWithIndifferentAccess.new('0' => { location: nil })
end

Class: ItemLedgerEntriesController

Overview

Constant Summary

Constants included from Controllers::ReferenceFindable

Constants included from Controllers::AnalyticsEvents

Constants included from Controllers::ErrorRendering

Constants included from Www::SeoHelper

Constants included from IconHelper

Instance Method Summary collapse

Methods included from Controllers::Showable

Methods inherited from CrmController

Methods inherited from ApplicationController

Methods included from Controllers::ReturnPathHandling

Methods included from Controllers::AnalyticsEvents

Methods included from Controllers::DeviceDetection

Methods included from Controllers::SubdomainDetection

Methods included from Controllers::TurboSafeRedirect

Methods included from Controllers::TrackingDetection

Methods included from Controllers::AcceleratedFileSending

Methods included from Controllers::ErrorRendering

Methods included from Controllers::TurnstileVerification

Methods included from Controllers::CloudflareCaching

Methods included from Controllers::Webpackable

Methods included from Controllers::Localizable

Methods included from Controllers::Authenticable

Methods included from ApplicationHelper

Methods included from UppyUploaderHelper

Methods included from Www::ImagesHelper

Methods included from Www::SeoHelper

Methods included from UrlsHelper

Methods included from IconHelper

Instance Method Details

#check_for_errors(line_item_params) ⇒ Object

#check_for_item_committed_errors(attrs) ⇒ Object

#check_for_serial_number_errors(attrs) ⇒ Object

#cogs_adjustment ⇒ Object

#do_cogs_adjustment ⇒ Object

#do_import_from_excel ⇒ Object

#do_inventory_adjustment ⇒ Object

#do_issue_to_account ⇒ Object

#do_item_reclassification ⇒ Object

#do_location_transfer ⇒ Object

#do_store_transfer ⇒ Object

#do_total_cost_adjustment ⇒ Object

#download_sample_excel ⇒ Object

#index ⇒ Object

#inventory_adjustment ⇒ Object

#issue_to_account ⇒ Object

#item_reclassification ⇒ Object

#location_transfer ⇒ Object

#store_transfer ⇒ Object

#total_cost_adjustment ⇒ Object