Stock Count Line Documentation¶

Overview¶

The Stock Count Line module (stock.count.line) represents individual product count entries within a stock count. Each line captures the previous (system) quantity, the new (physical) quantity counted, cost information, and lot/serial number details. This model is the detail level of inventory counting where actual variances are recorded and reconciled against system records.

Model Information¶

Model Name: stock.count.line
Display Name: Stock Count Line
Key Fields: None (detail records)

Features¶

❌ No audit logging (parent count is audited)
❌ No multi-company (inherits from parent)
✅ Cascade delete (removed when count deleted)
✅ Computed cost amounts
✅ Lot/serial tracking support
✅ Secondary UOM support (qty2)

Key Fields Reference¶

Header Fields¶

Field	Type	Required	Description
`count_id`	Many2One	✅	Parent stock count (cascade delete)
`product_id`	Many2One	❌	Product being counted (stock type only)
`lot_id`	Many2One	❌	Lot or serial number for this count
`system_lot_id`	Many2One	❌	System-suggested lot number

Quantity Fields¶

Field	Type	Required	Description
`prev_qty`	Decimal(6)	✅	System quantity before count (readonly)
`new_qty`	Decimal(6)	✅	Physical quantity counted
`qty2`	Decimal(6)	❌	Secondary quantity (if dual UOM)
`uom_id`	Many2One	✅	Unit of measure (readonly)
`uom2`	Many2One	❌	Secondary unit of measure (readonly)

Cost Fields¶

Field	Type	Required	Description
`prev_cost_price`	Decimal(6)	❌	Previous average cost (computed)
`prev_cost_amount`	Decimal	❌	Previous total cost value
`unit_price`	Decimal(6)	❌	New cost price per unit
`new_cost_amount`	Decimal	❌	New total cost (computed: qty × price)

Additional Fields¶

Field	Type	Description
`bin_location`	Char	Warehouse bin/location code (readonly)
`recon`	Char	Reconciliation status (readonly)
`lot_weight`	Decimal	Weight from lot record (computed)
`cyclecount_id`	Many2One	Associated cycle count program

Understanding Count Line Workflow¶

Line Creation Process¶

1. Count created → 2. Lines added → 3. Quantities entered → 4. Count validated

Step 1: Count Created - Parent stock count is in draft state - No lines exist yet

Step 2: Lines Added - Lines created via stock.count.add_lines() or manually - prev_qty populated from stock balance - prev_cost_amount populated from stock balance - new_qty initialized (zero or copied from prev_qty) - bin_location populated from product settings

Step 3: Quantities Entered - Users update new_qty based on physical count - Can use barcode scanning or manual entry - System calculates new_cost_amount automatically

Step 4: Count Validated - Parent count validated → creates stock movements - Lines become readonly - Variances posted to inventory adjustment location

Computed Fields Functions¶

get_prev_cost_price(ids, context)¶

Calculates the previous average cost per unit from the previous cost amount and quantity.

Formula:

prev_cost_price = prev_cost_amount / prev_qty if prev_qty > 0 else 0

Returns: Dictionary mapping line IDs to cost prices

Example:

# Line with previous amount $1,250 and qty 50
# Previous cost price = $1,250 / 50 = $25.00

get_new_cost_amount(ids, context)¶

Calculates the new total cost amount from new quantity and unit price.

Formula:

new_cost_amount = round(new_qty × unit_price, 2)

Returns: Dictionary mapping line IDs to cost amounts

Example:

# Line with new qty 48 and unit price $25.00
# New cost amount = 48 × $25.00 = $1,200.00

Field Relationships¶

Cascade Deletion¶

When a stock count is deleted, all its lines are automatically deleted due to on_delete="cascade" on the count_id field.

Product Filtering¶

The product_id field is restricted to stock-type products only:

condition=[["type", "=", "stock"]]

API Methods¶

1. Create Count Line¶

Method: create(vals, context)

Creates a new count line within a stock count.

Parameters:

vals = {
    "count_id": 123,                # Required: Parent stock count ID
    "product_id": 456,              # Required: Product to count
    "lot_id": 789,                  # Optional: Lot/serial number
    "prev_qty": 100.0,              # Required: System quantity
    "prev_cost_amount": 2500.00,    # Optional: System cost value
    "new_qty": 98.0,                # Required: Physical count
    "unit_price": 25.00,            # Optional: Cost price
    "uom_id": 1,                    # Required: Unit of measure
    "bin_location": "A-01-05"       # Optional: Bin location
}

Returns: int - New line ID

Example:

# Create count line manually
line_id = get_model("stock.count.line").create({
    "count_id": count_id,
    "product_id": product_id,
    "lot_id": lot_id,
    "prev_qty": 50,
    "new_qty": 48,
    "unit_price": 12.50,
    "uom_id": 1,
    "bin_location": "A-02-10"
})

2. Update Count Line¶

Method: write(vals, context)

Updates count line quantities during the counting process.

Parameters:

vals = {
    "new_qty": 95.0,                # Update counted quantity
    "unit_price": 26.00             # Update cost price if needed
}

Example:

# Update line with physical count
line = get_model("stock.count.line").browse(line_id)
line.write({
    "new_qty": 47  # Adjust based on recount
})

3. Delete Count Line¶

Method: delete(ids, **kw)

Deletes count lines (only allowed while count in draft state).

Example:

# Remove incorrect line
get_model("stock.count.line").delete([line_id])

Common Use Cases¶

Use Case 1: Manual Line Creation¶

# Create stock count
count_id = get_model("stock.count").create({
    "location_id": warehouse_id,
    "date": "2024-10-27 14:00:00",
    "memo": "Spot check"
})

# Manually add specific products
products_to_count = [
    {"product_id": 101, "bin": "A-01-05"},
    {"product_id": 102, "bin": "A-01-06"},
    {"product_id": 103, "bin": "A-02-01"}
]

for item in products_to_count:
    prod = get_model("product").browse(item["product_id"])

    # Get current stock balance
    prev_qty = get_model("stock.balance").get_qty_phys(
        warehouse_id, 
        prod.id
    )
    prev_cost = get_model("stock.balance").get_unit_price(
        warehouse_id,
        prod.id
    )

    # Create line with system data
    line_id = get_model("stock.count.line").create({
        "count_id": count_id,
        "product_id": prod.id,
        "prev_qty": prev_qty,
        "prev_cost_amount": prev_qty * prev_cost,
        "new_qty": prev_qty,  # Start with system qty
        "unit_price": prev_cost,
        "uom_id": prod.uom_id.id,
        "bin_location": item["bin"]
    })
    print(f"Created line for {prod.code} at {item['bin']}")

Use Case 2: Barcode Scanning Entry¶

# Count using barcode scanner
count_id = 150  # Existing stock count

def scan_item(barcode):
    """Process barcode scan during counting"""

    # Look up lot by barcode
    lot_ids = get_model("stock.lot").search([["number", "=", barcode]])
    if not lot_ids:
        raise Exception(f"Lot not found: {barcode}")

    lot = get_model("stock.lot").browse(lot_ids[0])
    prod = lot.product_id

    # Check if line already exists
    existing = get_model("stock.count.line").search([
        ["count_id", "=", count_id],
        ["product_id", "=", prod.id],
        ["lot_id", "=", lot.id]
    ])

    if existing:
        # Increment existing line
        line = get_model("stock.count.line").browse(existing[0])
        line.write({"new_qty": line.new_qty + 1})
        print(f"Updated {prod.code} - {lot.number}: {line.new_qty}")
    else:
        # Create new line
        count = get_model("stock.count").browse(count_id)
        prev_qty = get_model("stock.balance").get_qty_phys(
            count.location_id.id,
            prod.id,
            lot.id
        )

        line_id = get_model("stock.count.line").create({
            "count_id": count_id,
            "product_id": prod.id,
            "lot_id": lot.id,
            "prev_qty": prev_qty,
            "new_qty": 1,
            "unit_price": prod.cost_price,
            "uom_id": prod.uom_id.id
        })
        print(f"Created {prod.code} - {lot.number}: 1")

# Scan items
scan_item("LOT-2024-001")
scan_item("LOT-2024-001")  # Same item again
scan_item("LOT-2024-002")

Use Case 3: Variance Analysis¶

# Analyze variances before validating count
count = get_model("stock.count").browse(count_id)

print("=== Stock Count Variance Report ===")
print(f"Count: {count.number} - {count.date}")
print(f"Location: {count.location_id.name}\n")

total_variance_qty = 0
total_variance_value = 0

for line in count.lines:
    variance_qty = line.new_qty - line.prev_qty
    variance_value = line.new_cost_amount - (line.prev_cost_amount or 0)

    if variance_qty != 0:
        variance_pct = (variance_qty / line.prev_qty * 100) if line.prev_qty else 0

        print(f"Product: {line.product_id.code}")
        print(f"  Location: {line.bin_location or 'N/A'}")
        if line.lot_id:
            print(f"  Lot: {line.lot_id.number}")
        print(f"  Previous: {line.prev_qty} @ ${line.prev_cost_price:.2f}")
        print(f"  New: {line.new_qty} @ ${line.unit_price:.2f}")
        print(f"  Variance: {variance_qty:+.2f} ({variance_pct:+.1f}%)")
        print(f"  Value Impact: ${variance_value:+.2f}\n")

        total_variance_qty += abs(variance_qty)
        total_variance_value += variance_value

print(f"Total Items with Variances: {sum(1 for l in count.lines if l.new_qty != l.prev_qty)}")
print(f"Total Quantity Variance: {total_variance_qty:.2f}")
print(f"Total Value Variance: ${total_variance_value:+.2f}")

Use Case 4: Lot-Specific Counting¶

# Count specific lot-tracked products
count_id = get_model("stock.count").create({
    "location_id": warehouse_id,
    "date": "2024-10-27 14:00:00",
    "memo": "Serialized Items Audit"
})

# Get lot-tracked products
lot_tracked_products = get_model("product").search([
    ["type", "=", "stock"],
    ["lot_tracking", "=", True]
])

for prod_id in lot_tracked_products:
    # Get all lots for this product at location
    balances = get_model("stock.balance").search_browse([
        ["location_id", "=", warehouse_id],
        ["product_id", "=", prod_id],
        ["lot_id", "!=", None]
    ])

    for bal in balances:
        if bal.qty_phys > 0:
            # Create line for each lot
            get_model("stock.count.line").create({
                "count_id": count_id,
                "product_id": bal.product_id.id,
                "lot_id": bal.lot_id.id,
                "prev_qty": bal.qty_phys,
                "prev_cost_amount": bal.amount,
                "new_qty": 0,  # Will be counted
                "unit_price": bal.amount / bal.qty_phys if bal.qty_phys else 0,
                "uom_id": bal.product_id.uom_id.id
            })

print(f"Created count with {len(count.lines)} lot-tracked lines")

Use Case 5: Bulk Quantity Update¶

# Update multiple lines based on physical count sheet
count = get_model("stock.count").browse(count_id)

# Physical count results (from paper sheets or mobile app)
count_results = {
    101: 95,   # Product ID: New Quantity
    102: 148,
    103: 0,    # Out of stock
    104: 52,
}

for line in count.lines:
    prod_id = line.product_id.id

    if prod_id in count_results:
        new_qty = count_results[prod_id]
        line.write({"new_qty": new_qty})

        variance = new_qty - line.prev_qty
        if variance != 0:
            print(f"Updated {line.product_id.code}: {line.prev_qty} → {new_qty} ({variance:+.0f})")
    else:
        print(f"Warning: No count for {line.product_id.code}")

print(f"\nUpdated {len(count_results)} lines")

Use Case 6: Dual UOM Counting¶

# Count products with dual units of measure (e.g., cases and pieces)
count_id = get_model("stock.count").create({
    "location_id": warehouse_id,
    "date": "2024-10-27 14:00:00",
    "memo": "Dual UOM Count"
})

# Product sold in cases (12 pieces each) and pieces
product = get_model("product").browse(product_id)

# Previous stock: 10 cases + 5 pieces = 125 pieces total
prev_qty_pieces = 125
prev_qty_cases = 10.416667  # 125 / 12

# Physical count: 9 cases + 8 pieces = 116 pieces
new_qty_cases = 9
new_qty_pieces = 8
new_qty_total = (new_qty_cases * 12) + new_qty_pieces  # 116

line_id = get_model("stock.count.line").create({
    "count_id": count_id,
    "product_id": product.id,
    "prev_qty": prev_qty_pieces,
    "new_qty": new_qty_total,
    "qty2": new_qty_cases,  # Track cases separately
    "uom_id": product.uom_id.id,  # Pieces
    "uom2": product.sale_uom_id.id,  # Cases
    "unit_price": product.cost_price
})

print(f"Counted: {new_qty_cases} cases + {new_qty_pieces} pieces = {new_qty_total} pieces")
print(f"Variance: {new_qty_total - prev_qty_pieces} pieces")

Best Practices¶

1. Always Set Previous Quantities¶

# Bad: Creating line without previous quantity context
get_model("stock.count.line").create({
    "count_id": count_id,
    "product_id": product_id,
    "new_qty": 50,  # What was it before?
    "uom_id": 1
})

# Good: Include system quantity for comparison
prev_qty = get_model("stock.balance").get_qty_phys(location_id, product_id)
prev_cost = get_model("stock.balance").get_unit_price(location_id, product_id)

get_model("stock.count.line").create({
    "count_id": count_id,
    "product_id": product_id,
    "prev_qty": prev_qty,
    "prev_cost_amount": prev_qty * prev_cost,
    "new_qty": 50,
    "unit_price": prev_cost,
    "uom_id": 1
})

2. Use Bin Locations for Organization¶

# Good: Include bin locations for efficient counting
count = get_model("stock.count").browse(count_id)

# Group lines by bin location for count sheet printing
lines_by_bin = {}
for line in count.lines:
    bin_loc = line.bin_location or "UNASSIGNED"
    if bin_loc not in lines_by_bin:
        lines_by_bin[bin_loc] = []
    lines_by_bin[bin_loc].append(line)

# Print count sheets by bin
for bin_loc in sorted(lines_by_bin.keys()):
    print(f"\n=== BIN: {bin_loc} ===")
    for line in lines_by_bin[bin_loc]:
        print(f"  {line.product_id.code}: Expected {line.prev_qty}")

3. Validate Before Creating Lines¶

# Good: Check product is stock type before creating line
product = get_model("product").browse(product_id)

if product.type != "stock":
    raise Exception(f"Product {product.code} is not a stock item")

if not product.uom_id:
    raise Exception(f"Product {product.code} has no unit of measure")

# Now safe to create line
line_id = get_model("stock.count.line").create({
    "count_id": count_id,
    "product_id": product.id,
    # ...
})

4. Handle Lot Tracking Properly¶

# Good: Respect lot tracking requirements
product = get_model("product").browse(product_id)

if product.lot_tracking:
    # Must specify lot for lot-tracked products
    if not lot_id:
        raise Exception(f"Product {product.code} requires lot/serial number")

    get_model("stock.count.line").create({
        "count_id": count_id,
        "product_id": product.id,
        "lot_id": lot_id,  # Required
        "new_qty": 1,
        "uom_id": product.uom_id.id
    })
else:
    # No lot needed for regular products
    get_model("stock.count.line").create({
        "count_id": count_id,
        "product_id": product.id,
        "lot_id": None,  # Optional
        "new_qty": 50,
        "uom_id": product.uom_id.id
    })

5. Prevent Duplicate Lines¶

# Good: Check for existing line before creating
existing = get_model("stock.count.line").search([
    ["count_id", "=", count_id],
    ["product_id", "=", product_id],
    ["lot_id", "=", lot_id]
])

if existing:
    # Update existing line
    line = get_model("stock.count.line").browse(existing[0])
    line.write({"new_qty": line.new_qty + quantity})
else:
    # Create new line
    get_model("stock.count.line").create({
        "count_id": count_id,
        "product_id": product_id,
        "lot_id": lot_id,
        "new_qty": quantity,
        # ...
    })

Performance Tips¶

1. Batch Line Creation¶

# Good: Create multiple lines in single transaction
vals_list = []
for product in products_to_count:
    vals_list.append({
        "count_id": count_id,
        "product_id": product.id,
        "prev_qty": product.qty_available,
        "new_qty": 0,
        "uom_id": product.uom_id.id
    })

# Create all at once
for vals in vals_list:
    get_model("stock.count.line").create(vals)

2. Minimize Balance Queries¶

# Good: Query all balances once
location_id = count.location_id.id
all_balances = get_model("stock.balance").compute_key_balances(
    None, 
    context={"location_id": location_id}
)

# Use cached balances
for product in products:
    key = (product.id, None, location_id, None)
    qty, amt, qty2 = all_balances.get(key, (0, 0, 0))

    # Create line with cached data
    get_model("stock.count.line").create({
        "count_id": count_id,
        "product_id": product.id,
        "prev_qty": qty,
        "prev_cost_amount": amt,
        # ...
    })

Troubleshooting¶

"Product type must be 'stock'"¶

Cause: Attempting to create count line for non-stock product (service, consumable, etc.).
Solution: Verify product type before creating line:

product = get_model("product").browse(product_id)
if product.type != "stock":
    print(f"Cannot count {product.code} - type is {product.type}")

Lines Not Appearing in Count¶

Cause: Incorrect count_id or cascade deletion.
Solution: Verify parent count exists and line was saved:

count = get_model("stock.count").browse(count_id)
print(f"Count state: {count.state}")
print(f"Number of lines: {len(count.lines)}")

Cost Amount Calculation Incorrect¶

Cause: Computed field not refreshed or unit_price is zero.
Solution: Refresh object and verify unit price:

line = get_model("stock.count.line").browse(line_id)
line = line.browse()[0]  # Refresh
print(f"New qty: {line.new_qty}")
print(f"Unit price: {line.unit_price}")
print(f"Cost amount: {line.new_cost_amount}")  # Should be qty × price

Duplicate Product/Lot Combinations¶

Cause: Multiple lines created for same product/lot without checking.
Solution: Use parent count's remove_dup() method:

get_model("stock.count").remove_dup([count_id])

Cannot Delete Lines After Validation¶

Cause: Lines become effectively readonly after count is validated.
Solution: Return count to draft first:

get_model("stock.count").to_draft([count_id])
# Now can delete lines
get_model("stock.count.line").delete([line_id])

Model	Relationship	Description
`stock.count`	Many2One	Parent stock count (cascade)
`product`	Many2One	Product being counted
`stock.lot`	Many2One	Lot/serial number
`uom`	Many2One	Unit of measure
`stock.balance`	Referenced	Source of previous quantities
`cycle.stock.count`	Many2One	Associated cycle count program

Testing Examples¶

Unit Test: Line Creation and Computation¶

def test_count_line_creation():
    # Create test count
    count_id = get_model("stock.count").create({
        "location_id": test_location_id,
        "date": "2024-10-27 14:00:00"
    })

    # Create line
    line_id = get_model("stock.count.line").create({
        "count_id": count_id,
        "product_id": test_product_id,
        "prev_qty": 100,
        "prev_cost_amount": 2500,  # $25 each
        "new_qty": 98,
        "unit_price": 25,
        "uom_id": 1
    })

    # Verify line created
    line = get_model("stock.count.line").browse(line_id)
    assert line.count_id.id == count_id
    assert line.product_id.id == test_product_id

    # Verify computed fields
    assert line.prev_cost_price == 25.0  # 2500 / 100
    assert line.new_cost_amount == 2450.0  # 98 × 25

    # Verify variance
    variance_qty = line.new_qty - line.prev_qty
    variance_value = line.new_cost_amount - line.prev_cost_amount
    assert variance_qty == -2
    assert variance_value == -50

Unit Test: Barcode Scanning¶

def test_barcode_increment():
    # Create count
    count_id = get_model("stock.count").create({
        "location_id": test_location_id,
        "date": "2024-10-27 14:00:00"
    })

    # Create initial line
    line_id = get_model("stock.count.line").create({
        "count_id": count_id,
        "product_id": test_product_id,
        "lot_id": test_lot_id,
        "prev_qty": 10,
        "new_qty": 0,
        "uom_id": 1
    })

    # Scan same item 3 times
    line = get_model("stock.count.line").browse(line_id)

    line.write({"new_qty": line.new_qty + 1})
    assert line.browse()[0].new_qty == 1

    line.write({"new_qty": line.browse()[0].new_qty + 1})
    assert line.browse()[0].new_qty == 2

    line.write({"new_qty": line.browse()[0].new_qty + 1})
    assert line.browse()[0].new_qty == 3

Security Considerations¶

Data Access¶

Lines inherit security from parent stock count
Cannot create lines for counts in completed/voided state
Cascade deletion ensures data consistency

Validation¶

Product must be stock type
Quantities must be non-negative
UOM must match product's base UOM or compatible

Version History¶

Last Updated: 2024-10-27
Model Version: stock_count_line.py
Framework: Netforce

Additional Resources¶

Stock Count Documentation: stock.count
Stock Balance Documentation: stock.balance
Stock Lot Documentation: stock.lot
Product Documentation: product

Support & Feedback¶

For issues or questions about this module: 1. Check parent stock count documentation 2. Verify product is stock type and has valid UOM 3. Review stock balance for previous quantity source 4. Check lot tracking requirements for product 5. Test line creation in development environment first

This documentation is generated for developer onboarding and reference purposes.

Stock Count Line Documentation¶

Overview¶

Model Information¶

Features¶

Key Fields Reference¶

Header Fields¶

Quantity Fields¶

Cost Fields¶

Additional Fields¶

Understanding Count Line Workflow¶

Line Creation Process¶

Computed Fields Functions¶

get_prev_cost_price(ids, context)¶

get_new_cost_amount(ids, context)¶

Field Relationships¶

Cascade Deletion¶

Product Filtering¶

API Methods¶

1. Create Count Line¶

2. Update Count Line¶

3. Delete Count Line¶

Common Use Cases¶

Use Case 1: Manual Line Creation¶

Use Case 2: Barcode Scanning Entry¶

Use Case 3: Variance Analysis¶

Use Case 4: Lot-Specific Counting¶

Use Case 5: Bulk Quantity Update¶

Use Case 6: Dual UOM Counting¶

Best Practices¶

1. Always Set Previous Quantities¶

2. Use Bin Locations for Organization¶

3. Validate Before Creating Lines¶

4. Handle Lot Tracking Properly¶

5. Prevent Duplicate Lines¶

Performance Tips¶

1. Batch Line Creation¶

2. Minimize Balance Queries¶

Troubleshooting¶

"Product type must be 'stock'"¶

Lines Not Appearing in Count¶

Cost Amount Calculation Incorrect¶

Duplicate Product/Lot Combinations¶

Cannot Delete Lines After Validation¶

Related Models¶

Testing Examples¶

Unit Test: Line Creation and Computation¶

Unit Test: Barcode Scanning¶

Security Considerations¶

Data Access¶

Validation¶

Version History¶

Additional Resources¶

Support & Feedback¶