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Update stock value report #5845

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jmcameron
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Add the inventory price to the Stock Value Report. Renames some internal variables to improve readability.

This also fixes a bug in the client-side form to create the Stock Value Report that was preventing it from remembering the "Exclude inventories with zero stock value" checkbox flag if the preview was cancelled and then a new preview was requested.

Closes #5408

TESTING

  • Use production database
  • Run the Stock Value Report
  • Notice the new column for Inventory Price for inventory articles.
  • Try exporting to PDF
  • NOTE: When I try to export to Excel the produced file is not in Excel format. This needs to be fixed (probably in another PR).
  • Test the bug fix
    • Go back to Stock Value Report form
    • Reload the browser to start fresh
    • Select the "Exclude inventories with zero stock value" checkbox
    • Preview the report
    • Note that there are no items with zero quantity
    • Cancel the preview (use the button at the top left to do that)
    • Do NOT click on the "Exclude inventories with zero stock value" checkbox (it should still be checked)
    • Preview the report
    • Note that there are still no items with zero quantity

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@mbayopanda mbayopanda left a comment

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This feature will be useful since there was many request for that, good job @jmcameron

For the first review, I have noticed that we can fix colspan and adds more information if it is possible :

  • Add a column for value based on inventory selling price (price * quantity)
  • Add sum in the footer of this new column

image

Columns can be :

  • Code,
  • Inventory Text,
  • Quantity
  • Inventory Price,
  • Value for the price
  • Stock Unit Cost
  • Value for the stock unit cost

Names of these columns that I mentioned above don't matter

@jmcameron
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* Add a column for value based on inventory selling price (price * quantity)

* Add sum in the footer of this new column

@jniles and I discussed this yesterday and we agree with you but decided that it would be better to add a new issue for that (which I have not done yet). @mbayopanda I encourage you to take your notes above and create a new issue.

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The issue #5847 has been created, and this PR is LGTM 👍🏽

bors r+

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bors bot commented Aug 11, 2021

Build succeeded:

@bors bors bot merged commit d5f580a into Third-Culture-Software:master Aug 11, 2021
@jmcameron jmcameron deleted the update_stock_value_report branch August 13, 2021 07:52
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Successfully merging this pull request may close these issues.

Add "per-item purchase price" and "per-item invoice price" to Articles in Stock Registry
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