feat: Validate sub assembly and material request items in Production Plan and fix Production Plan summary reports not showing correct received quantity from subcontracted POs

erpnext/buying/doctype/purchase_order/purchase_order.py

@@ -469,6 +469,9 @@ class PurchaseOrder(BuyingController):
 		if self.is_against_so():
 			self.update_status_updater()
 
+		if self.is_against_pp():
+			self.update_status_updater_if_from_pp()
+
 		self.update_prevdoc_status()
 		if not self.is_subcontracted or self.is_old_subcontracting_flow:
 			self.update_requested_qty()
@@ -550,6 +553,20 @@ class PurchaseOrder(BuyingController):
 			}
 		)
 
+	def update_status_updater_if_from_pp(self):
+		self.status_updater.append(
+			{
+				"source_dt": "Purchase Order Item",
+				"target_dt": "Production Plan Sub Assembly Item",
+				"join_field": "production_plan_sub_assembly_item",
+				"target_field": "ordered_qty",
+				"target_parent_dt": "Production Plan",
+				"target_parent_field": "",
+				"target_ref_field": "qty",
+				"source_field": "fg_item_qty",
+			}
+		)
+
 	def update_delivered_qty_in_sales_order(self):
 		"""Update delivered qty in Sales Order for drop ship"""
 		sales_orders_to_update = []
@@ -570,6 +587,9 @@ class PurchaseOrder(BuyingController):
 	def is_against_so(self):
 		return any(d.sales_order for d in self.items if d.sales_order)
 
+	def is_against_pp(self):
+		return any(d.production_plan for d in self.items if d.production_plan)
+
 	def set_received_qty_for_drop_ship_items(self):
 		for item in self.items:
 			if item.delivered_by_supplier == 1:

erpnext/controllers/status_updater.py

@@ -201,19 +201,19 @@ class StatusUpdater(Document):
 		Get the status of the document.
 
 		Returns:
-		        dict: A dictionary containing the status. This allows callers to receive
+		                                dict: A dictionary containing the status. This allows callers to receive
-		        a dictionary for efficient bulk updates, for example when `per_billed`
+		                                a dictionary for efficient bulk updates, for example when `per_billed`
-		        and other status fields also need to be updated.
+		                                and other status fields also need to be updated.
 
 		Note:
-		        Can be overriden on a doctype to implement more localized status updater logic.
+		                                Can be overriden on a doctype to implement more localized status updater logic.
 
 		Example:
-		        {
+		                                {
-		                "status": "Draft",
+		                                                                "status": "Draft",
-		                "per_billed": 50,
+		                                                                "per_billed": 50,
-		                "billing_status": "Partly Billed"
+		                                                                "billing_status": "Partly Billed"
-		        }
+		                                }
 		"""
 		if self.doctype not in status_map:
 			return {"status": self.status}
@@ -275,9 +275,20 @@ class StatusUpdater(Document):
 				if d.doctype == args["source_dt"] and d.get(args["join_field"]):
 					args["name"] = d.get(args["join_field"])
 
+					is_from_pp = (
+						hasattr(d, "production_plan_sub_assembly_item")
+						and frappe.db.get_value(
+							"Production Plan Sub Assembly Item",
+							d.production_plan_sub_assembly_item,
+							"type_of_manufacturing",
+						)
+						== "Subcontract"
+					)
+					args["item_code"] = "production_item" if is_from_pp else "item_code"
+
 					# get all qty where qty > target_field
 					item = frappe.db.sql(
-						"""select item_code, `{target_ref_field}`,
+						"""select `{item_code}` as item_code, `{target_ref_field}`,
 						`{target_field}`, parenttype, parent from `tab{target_dt}`
 						where `{target_ref_field}` < `{target_field}`
 						and name=%s and docstatus=1""".format(**args),

erpnext/manufacturing/doctype/material_request_plan_item/material_request_plan_item.json

@@ -63,7 +63,7 @@
    "fieldtype": "Select",
    "in_list_view": 1,
    "label": "Type",
-   "options": "\nPurchase\nMaterial Transfer\nMaterial Issue\nManufacture\nCustomer Provided"
+   "options": "\nPurchase\nMaterial Transfer\nMaterial Issue\nManufacture\nSubcontracting\nCustomer Provided"
   },
   {
    "fieldname": "column_break_4",
@@ -115,9 +115,12 @@
    "read_only": 1
   },
   {
+   "allow_on_submit": 1,
+   "default": "0",
    "fieldname": "requested_qty",
    "fieldtype": "Float",
    "label": "Requested Qty",
+   "no_copy": 1,
    "read_only": 1
   },
   {
@@ -202,7 +205,7 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:05.436575",
+ "modified": "2024-12-30 18:06:22.288340",
  "modified_by": "Administrator",
  "module": "Manufacturing",
  "name": "Material Request Plan Item",

erpnext/manufacturing/doctype/material_request_plan_item/material_request_plan_item.py

@@ -21,7 +21,13 @@ class MaterialRequestPlanItem(Document):
 		item_code: DF.Link
 		item_name: DF.Data | None
 		material_request_type: DF.Literal[
-			"", "Purchase", "Material Transfer", "Material Issue", "Manufacture", "Customer Provided"
+			"",
+			"Purchase",
+			"Material Transfer",
+			"Material Issue",
+			"Manufacture",
+			"Subcontracting",
+			"Customer Provided",
 		]
 		min_order_qty: DF.Float
 		ordered_qty: DF.Float

erpnext/manufacturing/doctype/production_plan/production_plan.py

@@ -4,6 +4,7 @@
 
 import copy
 import json
+from collections import defaultdict
 
 import frappe
 from frappe import _, msgprint
@@ -722,6 +723,9 @@ class ProductionPlan(Document):
 		if not wo_list:
 			frappe.msgprint(_("No Work Orders were created"))
 
+		if not po_list:
+			frappe.msgprint(_("No Purchase Orders were created"))
+
 	def make_work_order_for_finished_goods(self, wo_list, default_warehouses):
 		items_data = self.get_production_items()
 
@@ -781,6 +785,34 @@ class ProductionPlan(Document):
 		if not subcontracted_po:
 			return
 
+		def calculate_sub_assembly_items():
+			items_to_remove = defaultdict(list)
+			for supplier, items in subcontracted_po.items():
+				for item in items:
+					table = frappe.qb.DocType("Purchase Order Item")
+					total_received_qty = (
+						frappe.qb.from_(table)
+						.select(
+							Sum(table.received_qty / (table.received_qty / table.fg_item_qty)).as_(
+								"total_received_qty"
+							)
+						)
+						.where(
+							(table.production_plan_sub_assembly_item == item.name) & (table.docstatus == 1)
+						)
+					).run(as_dict=True)[0].total_received_qty or 0
+
+					if item.qty == total_received_qty:
+						items_to_remove[supplier].append(item)
+					elif total_received_qty:
+						item.qty -= total_received_qty
+
+				subcontracted_po[supplier] = [item for item in items if item not in items_to_remove[supplier]]
+
+			return {key: value for key, value in subcontracted_po.items() if value}
+
+		subcontracted_po = calculate_sub_assembly_items()
+
 		for supplier, po_list in subcontracted_po.items():
 			po = frappe.new_doc("Purchase Order")
 			po.company = self.company
@@ -847,13 +879,31 @@ class ProductionPlan(Document):
 		except OverProductionError:
 			pass
 
+	def validate_mr_subcontracted(self):
+		for row in self.mr_items:
+			if row.material_request_type == "Subcontracting":
+				if not frappe.db.get_value("Item", row.item_code, "is_sub_contracted_item"):
+					frappe.throw(
+						_("Item {0} is not a subcontracted item").format(row.item_code),
+						title=_("Invalid Item"),
+					)
+
 	@frappe.whitelist()
 	def make_material_request(self):
+		self.validate_mr_subcontracted()
+
 		"""Create Material Requests grouped by Sales Order and Material Request Type"""
 		material_request_list = []
 		material_request_map = {}
 
+		if all([item.requested_qty == item.quantity for item in self.mr_items]):
+			msgprint(_("All items are already requested"))
+			return
+
 		for item in self.mr_items:
+			if item.quantity == item.requested_qty:
+				continue
+
 			item_doc = frappe.get_cached_doc("Item", item.item_code)
 
 			material_request_type = item.material_request_type or item_doc.default_material_request_type
@@ -887,7 +937,7 @@ class ProductionPlan(Document):
 					"from_warehouse": item.from_warehouse
 					if material_request_type == "Material Transfer"
 					else None,
-					"qty": item.quantity,
+					"qty": item.quantity - item.requested_qty,
 					"schedule_date": schedule_date,
 					"warehouse": item.warehouse,
 					"sales_order": item.sales_order,
@@ -1047,7 +1097,7 @@ class ProductionPlan(Document):
 			filters={
 				"production_plan": self.name,
 				"status": ("not in", ["Closed", "Stopped"]),
-				"docstatus": ("<", 2),
+				"docstatus": 1,
 			},
 			fields="status",
 			pluck="status",

erpnext/manufacturing/doctype/production_plan/test_production_plan.py

@@ -449,11 +449,38 @@ class TestProductionPlan(IntegrationTestCase):
 		self.assertEqual(plan.sub_assembly_items[0].supplier, "_Test Supplier")
 
 	def test_production_plan_for_subcontracting_po(self):
+		from erpnext.controllers.status_updater import OverAllowanceError
 		from erpnext.manufacturing.doctype.bom.test_bom import create_nested_bom
 		from erpnext.subcontracting.doctype.subcontracting_bom.test_subcontracting_bom import (
 			create_subcontracting_bom,
 		)
 
+		def make_purchase_receipt_from_po(po_doc):
+			from erpnext.buying.doctype.purchase_order.purchase_order import make_subcontracting_order
+			from erpnext.controllers.subcontracting_controller import make_rm_stock_entry
+			from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
+			from erpnext.subcontracting.doctype.subcontracting_order.subcontracting_order import (
+				make_subcontracting_receipt,
+			)
+			from erpnext.subcontracting.doctype.subcontracting_receipt.subcontracting_receipt import (
+				make_purchase_receipt as scr_make_purchase_receipt,
+			)
+
+			sco = make_subcontracting_order(po_doc.name)
+			sco.supplier_warehouse = "Work In Progress - _TC1"
+			sco.items[0].warehouse = "Finished Goods - _TC1"
+			sco.submit()
+			make_purchase_receipt(
+				qty=10,
+				item_code="Test Motherboard Wires 1",
+				company="_Test Company 1",
+				warehouse="Work In Progress - _TC1",
+			).submit()
+			make_rm_stock_entry(sco.name)
+			scr = make_subcontracting_receipt(sco.name)
+			scr.submit()
+			scr_make_purchase_receipt(scr.name).submit()
+
 		fg_item = "Test Motherboard 1"
 		bom_tree_1 = {"Test Laptop 1": {fg_item: {"Test Motherboard Wires 1": {}}}}
 		create_nested_bom(bom_tree_1, prefix="")
@@ -478,7 +505,12 @@ class TestProductionPlan(IntegrationTestCase):
 		)
 
 		plan = create_production_plan(
-			item_code="Test Laptop 1", planned_qty=10, use_multi_level_bom=1, do_not_submit=True
+			item_code="Test Laptop 1",
+			planned_qty=10,
+			use_multi_level_bom=1,
+			do_not_submit=True,
+			company="_Test Company 1",
+			skip_getting_mr_items=True,
 		)
 		plan.get_sub_assembly_items()
 		plan.set_default_supplier_for_subcontracting_order()
@@ -492,10 +524,108 @@ class TestProductionPlan(IntegrationTestCase):
 		self.assertEqual(po_doc.supplier, "_Test Supplier")
 		self.assertEqual(po_doc.items[0].qty, 10.0)
 		self.assertEqual(po_doc.items[0].fg_item_qty, 10.0)
-		self.assertEqual(po_doc.items[0].fg_item_qty, 10.0)
 		self.assertEqual(po_doc.items[0].fg_item, fg_item)
 		self.assertEqual(po_doc.items[0].item_code, service_item)
 
+		po_doc.items[0].qty = 11
+		po_doc.items[0].fg_item_qty = 11
+
+		# Test - 1 : Quantity of item cannot exceed quantity in production plan
+		self.assertRaises(OverAllowanceError, po_doc.submit)
+
+		po_doc.cancel()
+		po_doc = frappe.copy_doc(po_doc)
+		po_doc.items[0].qty = 5
+		po_doc.items[0].fg_item_qty = 5
+		po_doc.submit()
+		make_purchase_receipt_from_po(po_doc)
+
+		plan.make_work_order()
+		po = frappe.db.get_value("Purchase Order Item", {"production_plan": plan.name}, "parent")
+		po_doc = frappe.get_doc("Purchase Order", po)
+
+		# Test - 2 : Quantity of item in new PO should be the available quantity from Production Plan
+		self.assertEqual(po_doc.items[0].qty, 5.0)
+
+		po_doc.submit()
+		plan.make_work_order()
+
+		# Test - 3 : New POs should not be created since the quantity is already fulfilled
+		self.assertEqual(
+			frappe.db.count("Purchase Order Item", {"production_plan": plan.name, "docstatus": 1}), 2
+		)  # 2 since we have already created and submitted 2 POs
+
+	def test_production_plan_for_mr_items(self):
+		from erpnext.manufacturing.doctype.bom.test_bom import create_nested_bom
+
+		def setup_item(fg_item):
+			item_doc = frappe.get_doc("Item", fg_item)
+			company = "_Test Company"
+
+			item_doc.is_sub_contracted_item = 1
+			for row in item_doc.item_defaults:
+				if row.company == company and not row.default_supplier:
+					row.default_supplier = "_Test Supplier"
+
+			if not item_doc.item_defaults:
+				item_doc.append("item_defaults", {"company": company, "default_supplier": "_Test Supplier"})
+
+			item_doc.save()
+
+		fg_item = "Test Motherboard 1"
+		fg_item_2 = "Test CPU 1"
+		bom_tree_1 = {
+			"Test Laptop 1": {fg_item: {"Test Motherboard Wires 1": {}}, fg_item_2: {"Test Pins 1": {}}}
+		}
+		create_nested_bom(bom_tree_1, prefix="")
+
+		setup_item(fg_item)
+		setup_item(fg_item_2)
+
+		plan = create_production_plan(
+			item_code="Test Laptop 1", planned_qty=10, use_multi_level_bom=1, do_not_submit=True
+		)
+		plan.get_sub_assembly_items()
+		plan.set_default_supplier_for_subcontracting_order()
+		plan.submit()
+
+		plan.make_material_request()
+		mr_item = frappe.db.get_value("Material Request Item", {"production_plan": plan.name}, "parent")
+		mr_doc = frappe.get_doc("Material Request", mr_item)
+		mr_doc.submit()
+		plan.reload()
+		plan.make_material_request()
+
+		# Test 1 : No more MRs should be created as quantity from Production Plan is fulfilled
+		self.assertEqual(frappe.db.count("Material Request Item", {"production_plan": plan.name}), 2)
+
+		mr_doc.cancel()
+		plan.reload()
+
+		# Test 2 : Requested quantity should be updated in Production Plan on cancellation of MR
+		self.assertEqual(plan.mr_items[0].requested_qty, 0)
+
+		plan.make_material_request()
+		mr_item = frappe.db.get_value("Material Request Item", {"production_plan": plan.name}, "parent")
+		mr_doc = frappe.get_doc("Material Request", mr_item)
+		mr_doc.items[0].qty = 5
+		mr_doc.submit()
+		plan.reload()
+		plan.make_material_request()
+		mr_item = frappe.db.get_value("Material Request Item", {"production_plan": plan.name}, "parent")
+		mr_doc = frappe.get_doc("Material Request", mr_item)
+
+		# Test 3 : Since Item 2 has been fully requested, it should not be included in the new MR by default
+		self.assertEqual(len(mr_doc.items), 1)
+
+		# Test 4 : Quantity in new MR should be the available quantity from Production Plan
+		self.assertEqual(mr_doc.items[0].qty, 5.0)
+
+		mr_doc.items[0].qty = 6
+
+		# Test 5 : Quantity of item cannot exceed available quantity from Production Plan
+		self.assertRaises(frappe.ValidationError, mr_doc.submit)
+
 	def test_production_plan_combine_subassembly(self):
 		"""
 		Test combining Sub assembly items belonging to the same BOM in Prod Plan.

erpnext/manufacturing/doctype/production_plan_sub_assembly_item/production_plan_sub_assembly_item.json

@@ -21,6 +21,7 @@
   "purchase_order",
   "production_plan_item",
   "column_break_7",
+  "ordered_qty",
   "received_qty",
   "indent",
   "section_break_19",
@@ -204,12 +205,20 @@
    "fieldtype": "Float",
    "label": "Produced Qty",
    "read_only": 1
+  },
+  {
+   "fieldname": "ordered_qty",
+   "fieldtype": "Float",
+   "hidden": 1,
+   "label": "Ordered Qty",
+   "non_negative": 1,
+   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:20.876695",
+ "modified": "2024-12-20 17:00:15.335880",
  "modified_by": "Administrator",
  "module": "Manufacturing",
  "name": "Production Plan Sub Assembly Item",

erpnext/manufacturing/doctype/production_plan_sub_assembly_item/production_plan_sub_assembly_item.py

@@ -22,6 +22,7 @@ class ProductionPlanSubAssemblyItem(Document):
 		fg_warehouse: DF.Link | None
 		indent: DF.Int
 		item_name: DF.Data | None
+		ordered_qty: DF.Float
 		parent: DF.Data
 		parent_item_code: DF.Link | None
 		parentfield: DF.Data

erpnext/manufacturing/report/production_plan_summary/production_plan_summary.py

@@ -35,6 +35,7 @@ def get_production_plan_item_details(filters, data, order_details):
 				"production_plan_item": row.name,
 				"bom_no": row.bom_no,
 				"production_item": row.item_code,
+				"docstatus": 1,
 			},
 			pluck="name",
 		)
@@ -84,20 +85,24 @@ def get_production_plan_sub_assembly_item_details(filters, row, production_plan_
 			subcontracted_item = item.type_of_manufacturing == "Subcontract"
 
 			if subcontracted_item:
-				docname = frappe.get_value(
+				docnames = frappe.get_all(
 					"Purchase Order Item",
-					{"production_plan_sub_assembly_item": item.name, "docstatus": ("<", 2)},
+					filters={"production_plan_sub_assembly_item": item.name, "docstatus": 1},
-					"parent",
+					fields=["parent"],
+					order_by="creation",
+					pluck="parent",
 				)
 			else:
-				docname = frappe.get_value(
+				docnames = frappe.get_all(
 					"Work Order",
-					{"production_plan_sub_assembly_item": item.name, "docstatus": ("<", 2)},
+					filters={"production_plan_sub_assembly_item": item.name, "docstatus": 1},
-					"name",
+					fields=["name"],
+					order_by="creation",
+					pluck="name",
 				)
 
-			data.append(
+			for docname in docnames:
-				{
+				data_to_append = {
 					"indent": 1 + item.indent,
 					"item_code": item.production_item,
 					"item_name": item.item_name,
@@ -111,7 +116,9 @@ def get_production_plan_sub_assembly_item_details(filters, row, production_plan_
 					"pending_qty": flt(item.qty)
 					- flt(order_details.get((docname, item.production_item), {}).get("produced_qty", 0)),
 				}
-			)
+				if data[-1] and data[-1]["indent"] == data_to_append["indent"]:
+					data_to_append["pending_qty"] = data[-1]["pending_qty"] - data_to_append["produced_qty"]
+				data.append(data_to_append)
 
 
 def get_work_order_details(filters, order_details):
@@ -127,9 +134,11 @@ def get_purchase_order_details(filters, order_details):
 	for row in frappe.get_all(
 		"Purchase Order Item",
 		filters={"production_plan": filters.get("production_plan")},
-		fields=["parent", "received_qty as produced_qty", "item_code"],
+		fields=["parent", "received_qty as produced_qty", "item_code", "fg_item", "fg_item_qty"],
 	):
-		order_details.setdefault((row.parent, row.item_code), row)
+		if row.fg_item:
+			row.produced_qty /= row.produced_qty / row.fg_item_qty or 1
+		order_details.setdefault((row.parent, row.fg_item or row.item_code), row)
 
 
 def get_column(filters):

erpnext/stock/doctype/material_request/material_request.py

@@ -159,6 +159,24 @@ class MaterialRequest(BuyingController):
 		self.reset_default_field_value("set_warehouse", "items", "warehouse")
 		self.reset_default_field_value("set_from_warehouse", "items", "from_warehouse")
 
+		self.validate_pp_qty()
+
+	def validate_pp_qty(self):
+		for item in self.items:
+			if item.material_request_plan_item:
+				qty_from_pp = frappe.db.get_value(
+					"Material Request Plan Item",
+					item.material_request_plan_item,
+					["quantity", "requested_qty"],
+					as_dict=1,
+				)
+				if item.qty > (qty_from_pp.quantity - qty_from_pp.requested_qty):
+					frappe.throw(
+						_("Quantity cannot be greater than {0} for Item {1}").format(
+							qty_from_pp.quantity - qty_from_pp.requested_qty, item.item_code
+						)
+					)
+
 	def before_update_after_submit(self):
 		self.validate_schedule_date()
 
@@ -233,7 +251,7 @@ class MaterialRequest(BuyingController):
 				)
 
 	def on_cancel(self):
-		self.update_requested_qty_in_production_plan()
+		self.update_requested_qty_in_production_plan(cancel=True)
 		self.update_requested_qty()
 
 	def get_mr_items_ordered_qty(self, mr_items):
@@ -337,11 +355,14 @@ class MaterialRequest(BuyingController):
 				},
 			)
 
-	def update_requested_qty_in_production_plan(self):
+	def update_requested_qty_in_production_plan(self, cancel=False):
 		production_plans = []
 		for d in self.get("items"):
 			if d.production_plan and d.material_request_plan_item:
-				qty = d.qty if self.docstatus == 1 else 0
+				requested_qty = frappe.get_value(
+					"Material Request Plan Item", d.material_request_plan_item, "requested_qty"
+				)
+				qty = (requested_qty + d.qty) if not cancel else (requested_qty - d.qty)
 				frappe.db.set_value(
 					"Material Request Plan Item", d.material_request_plan_item, "requested_qty", qty
 				)