[16.0][MIG] stock_valuation_fifo_lot: Migration to 16.0 #1676

AungKoKoLin1997 · 2024-08-20T11:05:03Z

Superseding of #1527

In this PR, I address the following points:

Standard migration
Improved code by using the Odoo standard function _get_fifo_candidates() and adjustments to _get_price_unit()
Fixed the issue proposed in [15.0][ADD] stock_valuation_fifo_lot #1350 (comment)
Avoid completely overriding _run_fifo() and use the standard behavior.
Update the product's standard price to the first available lot price.
Improve _get_price_unit() to retrieve the value from the most recent incoming move line for the lot for the No PO (e.g. customer returns) stock moves.
Add quantity and value-related fields in stock_move_line to cover all cases including multiple lots exist in an SVL record, and it is unclear which lot's remaining quantity is being delivered(Eg. Receive serials 001, 002 and 003 for an incoming move. Deliver 002, return 002 and deliver 002 again.)
Add force_fifo_lot_id in stock_move_line to handle cases where a delivery needs to be made for an existing lot created before the installation of this module (e.g., lots 001 and 002 were received, lot 002 was delivered before the module's installation, and lot 001 is delivered after the module is installed).
Add a post_init_hook to update the lot_ids in SVL for existing records and to update the field values in existing stock_move_line records.

Depends on odoo/odoo#180245
@qrtl QT4650

AungKoKoLin1997 · 2024-08-21T05:07:27Z

Test failed from stock_picking_line_sequence is fixed at #1557.

AungKoKoLin1997 · 2024-08-21T08:47:54Z

@matt454357
Can you please review this PR and bring your ideas from your module OCA/stock-logistics-warehouse#2139 as we talked?

matt454357 · 2024-08-21T13:48:23Z

I started a review, and will post some suggestions.

AungKoKoLin1997 · 2024-08-22T01:51:09Z

@matt454357
What I am thinking is that I will handle adding the option for a single lot/serial per SVL record or multiple lots/serials per SVL record in this PR (since some users may not need a single lot/serial per SVL).

After you review and the PR is merged, you can create a new PR to follow up on your idea.
Or would you prefer to include your idea as a new commit in this PR by creating a PR in our repository?

What do you think?

AungKoKoLin1997 · 2024-08-22T06:59:07Z

I will handle adding the option for a single lot/serial per SVL record or multiple lots/serials per SVL record in this PR (since some users may not need a single lot/serial per SVL).

@matt454357 I will not add this enhancement in the current PR because it is not related to migration, and there is no use case with the current design. So, could you please handle this when you work on revaluation?

matt454357 · 2024-08-22T18:33:23Z

I think it's a good idea to finish this migration PR, and then do a follow up PR. And, I'm happy to do the follow up PR. However, there a couple of problems with allowing multiple lots/serials per SVL.

Maybe this initial migration should prevent revaluation of tracked products?

Maybe also raise an error when _get_price_unit() is called with multiple lot_ids?

matt454357 · 2024-08-22T18:46:23Z

The believe PR #1677 supports the idea of enforcing single lot/serial per SVL.

matt454357

I'm just commenting on this PR, not suggesting that we make these changes immediately.

matt454357 · 2024-08-22T01:50:44Z

stock_valuation_fifo_lot/tests/test_stock_valuation_fifo_lot.py

+        return_move = return_picking.move_ids
+        return_move.move_line_ids.qty_done = 5
+        return_picking.button_validate()
+        self.assertEqual(abs(return_move.stock_valuation_layer_ids.value), 1500)


Suggested change

self.assertEqual(abs(return_move.stock_valuation_layer_ids.value), 1500)

self.assertEqual(abs(return_move.stock_valuation_layer_ids.value), 1500)

def test_customer_partial_return(self):

"""Verify partial customer return of delivery with multiple lots of the

same product"""

receipt_picking_1 = self.create_picking(

self.supplier_location, self.stock_location, self.picking_type_in

)

move = self.create_stock_move(receipt_picking_1, self.product, 100)

self.create_stock_move_line(move, "11111")

receipt_picking_1.action_confirm()

receipt_picking_1.action_assign()

receipt_picking_1._action_done()

receipt_picking_2 = self.create_picking(

self.supplier_location, self.stock_location, self.picking_type_in

)

move = self.create_stock_move(receipt_picking_2, self.product, 200)

self.create_stock_move_line(move, "22222")

receipt_picking_2.action_confirm()

receipt_picking_2.action_assign()

receipt_picking_2._action_done()

delivery_picking_2 = self.create_picking(

self.stock_location, self.customer_location, self.picking_type_out

)

move = self.create_stock_move(delivery_picking_2, self.product)

move_line = self.create_stock_move_line(move)

lot_id = self.env["stock.lot"].search(

[("name", "=", "11111"), ("product_id", "=", self.product.id)]

)

move_line.write({"lot_id": lot_id})

move_line = self.create_stock_move_line(move)

lot_id = self.env["stock.lot"].search(

[("name", "=", "22222"), ("product_id", "=", self.product.id)]

)

move_line.write({"lot_id": lot_id})

delivery_picking_2.action_confirm()

delivery_picking_2.action_assign()

delivery_picking_2._action_done()

return_picking_wizard_form = Form(

self.env["stock.return.picking"].with_context(

active_ids=delivery_picking_2.ids,

active_id=delivery_picking_2.id,

active_model="stock.picking",

)

)

return_picking_wizard = return_picking_wizard_form.save()

return_picking_wizard.product_return_moves.write({"quantity": 5})

return_picking_wizard_action = return_picking_wizard.create_returns()

return_picking = self.env["stock.picking"].browse(

return_picking_wizard_action["res_id"]

)

return_move = return_picking.move_ids

return_move.move_line_ids.lot_id = lot_id

return_move.move_line_ids.qty_done = 5

return_picking.button_validate()

self.assertEqual(abs(return_move.stock_valuation_layer_ids.value), 1000)

def test_revaluation_layer(self):

"""Verify revaluation layers are included in unit price calculation"""

receipt_picking_1 = self.create_picking(

self.supplier_location, self.stock_location, self.picking_type_in

)

move = self.create_stock_move(receipt_picking_1, self.product, 1000)

self.create_stock_move_line(move, "11111")

receipt_picking_1.action_confirm()

receipt_picking_1.action_assign()

receipt_picking_1._action_done()

receipt_picking_2 = self.create_picking(

self.supplier_location, self.stock_location, self.picking_type_in

)

move = self.create_stock_move(receipt_picking_2, self.product, 2000)

self.create_stock_move_line(move, "22222")

receipt_picking_2.action_confirm()

receipt_picking_2.action_assign()

receipt_picking_2._action_done()

wiz = (

self.env["stock.valuation.layer.revaluation"]

.sudo()

.create(

{

"company_id": self.company.id,

"product_id": self.product.id,

"added_value": -500.0,

"account_id": self.cost_account.id,

"reason": "test serial revaluation",

}

)

)

wiz.action_validate_revaluation()

delivery_picking = self.create_picking(

self.stock_location, self.customer_location, self.picking_type_out

)

move = self.create_stock_move(delivery_picking, self.product)

move_line = self.create_stock_move_line(move)

lot_id = self.env["stock.lot"].search(

[("name", "=", "11111"), ("product_id", "=", self.product.id)]

)

move_line.write({"lot_id": lot_id})

delivery_picking.action_confirm()

delivery_picking.action_assign()

delivery_picking._action_done()

self.assertEqual(abs(move.stock_valuation_layer_ids.value), 4500)

These suggested tests fail because we are not enforcing single lot/serial per SVL.

matt454357 · 2024-08-22T17:53:26Z

stock_valuation_fifo_lot/__manifest__.py

+    "license": "AGPL-3",
+    "author": "Ecosoft, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/stock-logistics-workflow",
+    "depends": ["stock_account", "stock_no_negative", "mrp_landed_costs"],


I'm not sure we should depend on mrp_landed_costs. Could that be handled in a separate module?

matt454357 · 2024-08-22T18:03:14Z

stock_valuation_fifo_lot/models/stock_landed_cost.py

Maybe move to a separate module?

Yes. I will handle it.

matt454357 · 2024-08-22T18:25:58Z

stock_valuation_fifo_lot/models/stock_move.py

+        if not self.company_id.use_lot_get_price_unit_fifo:
+            return super()._get_price_unit()
+        if (
+            not self.purchase_line_id


Depends on purchase module, which I guess is okay.

I added hasattr(self, "purchase_line_id") in the conditon. So, there is no issue I guess.

matt454357 · 2024-08-22T18:34:39Z

stock_valuation_fifo_lot/models/stock_move.py

+        if (
+            not self.purchase_line_id
+            and self.product_id.cost_method == "fifo"
+            and len(self.lot_ids) == 1


Should we raise an error when len(self.lot_ids) > 1?

Do you have any concerns or inconveniences if we use Odoo's standard behavior for this case?

Should we raise an error when len(self.lot_ids) > 1?

I think we could make it configurable if the community requires it. I don't have a strong need for that at the moment.

Okay, single lot per SVL would not work when migrating/installing with existing data. So, I don't think we can do that.

AungKoKoLin1997 · 2024-08-23T01:25:31Z

I think it's a good idea to finish this migration PR, and then do a follow up PR. And, I'm happy to do the follow up PR. However, there a couple of problems with allowing multiple lots/serials per SVL.

Thanks for the pointer and your interest in following up. What do you think of my idea of adding an option to choose a single or multiple lot/serial per SVL? As I mentioned, I don't want to make this adjustment in the migration PR because it would make the module bigger, and the community might be less interested in reviewing it. So, my idea is to get this PR merged quickly and then follow up with the changes.

matt454357 · 2024-08-23T04:07:57Z

Yes, keep this PR small.

Regarding the option to choose between multiple or single lot per SVL: I'm not sure why someone would want multiple, but it sounds like you have a use case in mind. So, I suppose it's fine, as long as we raise errors for the issues described above.

AungKoKoLin1997 · 2024-08-23T09:14:13Z

@TheerayutEncoder
I have separated the module for passing lot_producing_id of mrp_production_ids to the SVL when adding the landed cost for these MOs, as you proposed in this commit.
What do you think about it?
Additionally, I am not entirely sure of the purpose of this, since the remaining_qty of the SVL for landed costs is 0.0, and I believe these SVLs will not be considered when _run_fifo() is called, if I understand correctly. Is this intended for user experience, to see the related lot_ids in the SVL? Could you please explain the initial purpose?

AungKoKoLin1997 · 2024-08-27T10:25:04Z

What do you think of my idea of adding an option to choose a single or multiple lot/serial per SVL?

@matt454357 Please let me handle this part and include it in this PR because we urgently need this module, and I don't know when this PR will be merged.

matt454357 · 2024-08-27T23:09:49Z

@AungKoKoLin1997 any contribution you make is very much appreciated, Do it the way you feel is best, and I will work with it.

matt454357

Looks good to me

- Adapt Odoo's standard method _get_fifo_candidates. - Update _get_price_unit logic and make it configurable to also use Odoo's standard behavior.

This commit fixes the incorrect stock_valuation_layer values for deliveries when the product was received before this module was installed. The issue occurs because the old stock_valuation_layer records do not have lot_ids values, which leads to incorrect valuation during the delivery process. Issue link: OCA#1350 (comment)

yostashiro · 2024-09-14T13:45:35Z

stock_valuation_fifo_lot/models/stock_move.py

+                            "in",
+                            self.lot_ids.ids,
+                        ),
+                        ("remaining_qty", ">", 0),


I think we misunderstood the usage of this logic. I now think this doesn't work. The original logic isn't optimal either. I'm thinking of a different implementation...

yostashiro · 2024-09-14T13:56:07Z

stock_valuation_fifo_lot/models/stock_move.py

+        if (
+            not self.purchase_line_id
+            and self.product_id.cost_method == "fifo"
+            and len(self.lot_ids) == 1


Should we raise an error when len(self.lot_ids) > 1?

I think we could make it configurable if the community requires it. I don't have a strong need for that at the moment.

rousseldenis · 2024-09-20T06:46:02Z

/ocabot migration stock_valuation_fifo_lot

matt454357 · 2024-09-23T14:07:52Z

We will also need odoo/odoo#179447, in order to do revaluation (later).

- Avoid completely overriding _run_fifo and use the standard behavior. - Update the product's standard price to the first available lot price. - Improve _get_price_unit to retrieve the value from the most recent incoming move line for the lot for the No PO (e.g. customer returns) stock moves. - Add quantity and value-related fields in stock_move_line to cover all cases including multiple lots exist in an SVL record, and it is unclear which lot's remaining quantity is being delivered(Eg. Receive serials 001, 002 and 003 for an incoming move. Deliver 002, return 002 and deliver 002 again.) - Add force_fifo_lot_id in stock_move_line to handle cases where a delivery needs to be made for an existing lot created before the installation of this module (e.g., lots 001 and 002 were received, lot 002 was delivered before the module's installation, and lot 001 is delivered after the module is installed). - Add a post_init_hook to update the lot_ids in SVL for existing records and to update the field values in existing stock_move_line records. - Remove stock_no_negative from dependency and check negative inventory is created when SVL is created for delivery.

yostashiro · 2024-09-26T00:38:09Z

stock_valuation_fifo_lot/models/stock_move.py

+                forced_quantity=forced_quantity
+            )
+            layers |= layer
+            # Calculate standard price (sorted by lot created date)


This comment is in the wrong position.

Suggested change

# Calculate standard price (sorted by lot created date)

yostashiro · 2024-09-26T00:38:29Z

stock_valuation_fifo_lot/models/stock_move.py

+                continue
+            for ml in layer.stock_move_id.move_line_ids:
+                ml.qty_base = ml.qty_done
+            # Change product standard price to the first available lot price.


Suggested change

# Change product standard price to the first available lot price.

# Update product standard price to the first available lot price (by sorting by lot create date).

yostashiro · 2024-09-26T00:39:57Z

stock_valuation_fifo_lot/models/stock_move.py

+                continue
+            product = product.with_company(move.company_id.id)
+            product = product.with_context(disable_auto_svl=True)
+            product.sudo().standard_price = candidate.unit_cost


Suggested change

product.sudo().standard_price = candidate.unit_cost

# `candidate.unit_cost` is not totally accurate in 16.0 because of https://github.com/odoo/odoo/issues/171464

product.sudo().standard_price = candidate.remaining_value / candidate.remaining_qty

yostashiro · 2024-09-26T01:14:56Z

stock_valuation_fifo_lot/models/stock_move.py

+            # Change product standard price to the first available lot price.
+            product = product.with_context(sort_by="lot_create_date")
+            candidate = product._get_fifo_candidates(move.company_id)[:1]
+            if not candidate:
+                continue
+            product = product.with_company(move.company_id.id)
+            product = product.with_context(disable_auto_svl=True)
+            product.sudo().standard_price = candidate.unit_cost


I'm actually not clear about the business rationale why we need this part.

@ps-tubtim @Saran440 Could you please explain what business needs you had to have this logic? In my view, product standard price doesn't mean much in FIFO (it doesn't affect the transaction except for the case where inventory is created with a new lot with no purchase order) and this logic can be removed.

@yostashiro https://github.com/OCA/stock-logistics-workflow/blob/15.0/stock_valuation_fifo_lot/models/stock_move.py
As I check the same file in version 15, I don't see that part of code.

@kittiu Sorry, we made it hard to track. It's this part: https://github.com/OCA/stock-logistics-workflow/blob/a87e986/stock_valuation_fifo_lot/models/stock_move.py#L47-L62

I remember we have a case where it will be incorrect without this fix. I can't remember the case. @newtratip do you remember the case or any where issue is open?

yostashiro · 2024-09-26T01:34:22Z

stock_valuation_fifo_lot/tests/test_stock_valuation_fifo_lot.py

+            "Stock valuation after return should be 1500.0",
+        )
+
+    def test_receive_deliver_return_lot(self):


I didn't quite get the point of this test. Does it prove anything when all lots have the same cost?

This was for the case like we receive serials 001, 002 and 003 for an incoming move.Then, Deliver 002, return 002 and deliver 002 again. In this case, we want to check the remaining_qty was taken from return move's SVL for latest delivery instead of first incoming move's SVL because there remaining qty of first incoming move's SVL is only for both 001 and 002 serials now.

yostashiro · 2024-09-26T01:38:06Z

stock_valuation_fifo_lot/tests/test_stock_valuation_fifo_lot.py

+        )
+        self.assertEqual(move_in_2.stock_valuation_layer_ids.remaining_qty, 0.0)
+
+    def test_cost_tracking_by_lot(self):


This could be combined with the first test? It looks redundant...

AungKoKoLin1997 mentioned this pull request Aug 21, 2024

[16.0][ADD] stock_valuation_specific_identification OCA/stock-logistics-warehouse#2139

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[16.0][MIG] stock_valuation_fifo_lot #1527

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ps-tubtim and others added 7 commits September 5, 2024 08:09

[15.0][ADD] stock_valuation_fifo_lot

8ce741d

[FIX] sorted by create_date when case no lot_ids or there is 1 date

ef09b7f

[FIX] error when not loop

09061f2

[15.0][UPD] stock_valuation_fifo_lot

875fd6a

[UPD] Update stock_valuation_fifo_lot.pot

7ac2908

[BOT] post-merge updates

6aab71c

[IMP] stock_valuation_fifo_lot: pre-commit stuff

5afea7e

AungKoKoLin1997 added 8 commits September 5, 2024 08:09

[MIG] stock_valuation_fifo_lot: Migration to 16.0

6f60d46

[IMP] stock_valuation_fifo_lot

208a3fd

- Adapt Odoo's standard method _get_fifo_candidates. - Update _get_price_unit logic and make it configurable to also use Odoo's standard behavior.

[UPD] stock_valuation_fifo_lot: add test cases

f0613cf

[REF] stock_valuationfifo_lot: move landed cost to new bridge module

c820210

[ADD] stock_valluation_fifo_lot_mrp_landed_cost

bf89b6e

[IMP] stock_valuation_fifo_lot: add lot_ids in search view

e9d74f8

[IMP] stock_valuation_fifo_lot: improve tests

a7a187c

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Migration to version 16.0 #1101

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[16.0][REF] stock_account: Add _get_qty_taken_on_candidate() odoo/odoo#180245

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[IMP] stock_valuation_fifo_lot: improve test cases and adjustment

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-        self.assertEqual(abs(return_move.stock_valuation_layer_ids.value), 1500)
+        self.assertEqual(abs(return_move.stock_valuation_layer_ids.value), 1500)
+    def test_customer_partial_return(self):
+        """Verify partial customer return of delivery with multiple lots of the
+        same product"""
+        receipt_picking_1 = self.create_picking(
+            self.supplier_location, self.stock_location, self.picking_type_in
+        )
+        move = self.create_stock_move(receipt_picking_1, self.product, 100)
+        self.create_stock_move_line(move, "11111")
+        receipt_picking_1.action_confirm()
+        receipt_picking_1.action_assign()
+        receipt_picking_1._action_done()
+        receipt_picking_2 = self.create_picking(
+            self.supplier_location, self.stock_location, self.picking_type_in
+        )
+        move = self.create_stock_move(receipt_picking_2, self.product, 200)
+        self.create_stock_move_line(move, "22222")
+        receipt_picking_2.action_confirm()
+        receipt_picking_2.action_assign()
+        receipt_picking_2._action_done()
+        delivery_picking_2 = self.create_picking(
+            self.stock_location, self.customer_location, self.picking_type_out
+        )
+        move = self.create_stock_move(delivery_picking_2, self.product)
+        move_line = self.create_stock_move_line(move)
+        lot_id = self.env["stock.lot"].search(
+            [("name", "=", "11111"), ("product_id", "=", self.product.id)]
+        )
+        move_line.write({"lot_id": lot_id})
+        move_line = self.create_stock_move_line(move)
+        lot_id = self.env["stock.lot"].search(
+            [("name", "=", "22222"), ("product_id", "=", self.product.id)]
+        )
+        move_line.write({"lot_id": lot_id})
+        delivery_picking_2.action_confirm()
+        delivery_picking_2.action_assign()
+        delivery_picking_2._action_done()
+        return_picking_wizard_form = Form(
+            self.env["stock.return.picking"].with_context(
+                active_ids=delivery_picking_2.ids,
+                active_id=delivery_picking_2.id,
+                active_model="stock.picking",
+            )
+        )
+        return_picking_wizard = return_picking_wizard_form.save()
+        return_picking_wizard.product_return_moves.write({"quantity": 5})
+        return_picking_wizard_action = return_picking_wizard.create_returns()
+        return_picking = self.env["stock.picking"].browse(
+            return_picking_wizard_action["res_id"]
+        )
+        return_move = return_picking.move_ids
+        return_move.move_line_ids.lot_id = lot_id
+        return_move.move_line_ids.qty_done = 5
+        return_picking.button_validate()
+        self.assertEqual(abs(return_move.stock_valuation_layer_ids.value), 1000)
+    def test_revaluation_layer(self):
+        """Verify revaluation layers are included in unit price calculation"""
+        receipt_picking_1 = self.create_picking(
+            self.supplier_location, self.stock_location, self.picking_type_in
+        )
+        move = self.create_stock_move(receipt_picking_1, self.product, 1000)
+        self.create_stock_move_line(move, "11111")
+        receipt_picking_1.action_confirm()
+        receipt_picking_1.action_assign()
+        receipt_picking_1._action_done()
+        receipt_picking_2 = self.create_picking(
+            self.supplier_location, self.stock_location, self.picking_type_in
+        )
+        move = self.create_stock_move(receipt_picking_2, self.product, 2000)
+        self.create_stock_move_line(move, "22222")
+        receipt_picking_2.action_confirm()
+        receipt_picking_2.action_assign()
+        receipt_picking_2._action_done()
+        wiz = (
+            self.env["stock.valuation.layer.revaluation"]
+            .sudo()
+            .create(
+                {
+                    "company_id": self.company.id,
+                    "product_id": self.product.id,
+                    "added_value": -500.0,
+                    "account_id": self.cost_account.id,
+                    "reason": "test serial revaluation",
+                }
+            )
+        )
+        wiz.action_validate_revaluation()
+        delivery_picking = self.create_picking(
+            self.stock_location, self.customer_location, self.picking_type_out
+        )
+        move = self.create_stock_move(delivery_picking, self.product)
+        move_line = self.create_stock_move_line(move)
+        lot_id = self.env["stock.lot"].search(
+            [("name", "=", "11111"), ("product_id", "=", self.product.id)]
+        )
+        move_line.write({"lot_id": lot_id})
+        delivery_picking.action_confirm()
+        delivery_picking.action_assign()
+        delivery_picking._action_done()
+        self.assertEqual(abs(move.stock_valuation_layer_ids.value), 4500)

	# Change product standard price to the first available lot price.
	# Update product standard price to the first available lot price (by sorting by lot create date).

	product.sudo().standard_price = candidate.unit_cost
	# `candidate.unit_cost` is not totally accurate in 16.0 because of https://github.com/odoo/odoo/issues/171464
	product.sudo().standard_price = candidate.remaining_value / candidate.remaining_qty

[16.0][MIG] stock_valuation_fifo_lot: Migration to 16.0 #1676

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[16.0][MIG] stock_valuation_fifo_lot: Migration to 16.0 #1676

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AungKoKoLin1997 commented Aug 23, 2024

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