How to create Quote Report (aka Sale Order) that includes BoM list?

[virco]

I need to create a quote (pre-sale offer) that also includes a list of BoM items of Variants and Templates part.
I need the Print Report Template, specifically: how to iterate over BoM items for Sale lines?

Can you suggest if it is possible or what needs to be done to activate the same ;-)

Thanks!

[virco]

In case someone is interested, here is a multi-assembly BOM report template, typically for internal price map usage:

{% extends "report/inventree_order_report_base.html" %}

{% load i18n %}
{% load report %}
{% load barcode %}
{% load inventree_extras %}
{% load markdownify %}

{% block header_content %}

    <div style="display: grid; grid-template-columns: auto auto auto auto; align-items: center; gap: 15px; width: 100%; margin-bottom: 15px;">
        <!-- Column 1: First logo -->
        <img class='logo' src='{% logo_image %}' width='20' height='20'/>
        
        <!-- Column 2: Text (takes remaining space) -->
        <div class="header-text" style="white-space: nowrap;font-size: 12px;">
            Intelligent Bench Solution.<br>
            Modular Validation Platform.
        </div>
        
        <!-- Column 3: Second logo -->
        <img class='logo' src='{% company_image customer %}' />
      <div class='header-right'>
          <h3 style="margin: 0,0,0,0">{% trans "Quote BoM" %} {{ prefix }}{{ reference }}</h3>
          {{ customer.name }}
      </div>      
    </div>

{% endblock header_content %}

{% block page_content %}
<style>
.part-separator {
    border-top: 1px solid #ccc;
    margin: 4px 0 6px 0;
    width: 96%;
}
.part-text {
    line-height: 1.3em;
}
</style>
<h3>{% trans "Modules" %} - {{ description }}</h3>

<table class='table table-striped table-condensed'>
    <thead>
        <tr>
          <th>{% trans "Line" %}</th>            
          <th>{% trans "Part" %}</th>         
          <th>{% trans "Quantity" %}</th>
          <th>{% trans "Unit Price" %}</th>
          <th>{% trans "Total Price" %}</th>
          <th>{% trans "Note" %}</th>
      </tr>
    </thead>
  
    <tbody>

        {% for line in lines.all|dictsort:"reference" %}
           
          <tr >
              <td style="font-size: 10px;">{{ line.reference }}</td>
              <td>
                <div class='thumb-container'>
                      <img src='{% part_image line.part height=240 %}' alt='{% trans "Part image" %}' class='part-thumb'>
                </div>
                
                <div class='part-text' style="color: #00008B;">
                      {{ line.part.name }} 
                  {% if line.part.revision %}
                    | {{ line.part.revision }}
                  {% endif %} 
                </div>
                <div class="part-separator"></div>
                  <div class='part-text' style="color: #333333;">        
                    {{ line.part.description }}<br/>
                </div>       
                {% for param in line.part.parameters.all %}
                    {% if param.name == "ECAD Status" %}
                      <span style="font-size: 10px;">
                          <strong>{{ param.name }}</strong>: {{ param.data }}
                      </span><br/>
                    {% endif %}
                {% endfor %}
                {% for param in line.part.parameters.all %}
                    {% if param.name == "Custom Board" %}
                      <span style="font-size: 10px;">
                          <strong>{{ param.name }}</strong>: {{ param.data }}
                      </span><br/>
                    {% endif %}
                {% endfor %}

                {% if line.part.bom_items.exists %}
                               
                 <span style="font-size: 10px;">
                    <strong>BoM Sub-Parts</strong>: </span><br/>
                    </td>
                  <td> <strong>{% decimal line.quantity %} {% decimal line.part.units %}</strong></td>
                  <td>{% render_currency line.price max_decimal_places=2 %}</td>        
                  <td>{% render_currency line.total_line_price max_decimal_places=2 %}</td>
                  <td style="font-size: 10px;">{{ line.notes }}</td>   
                  {% for bomItm in line.part.get_bom_items %}
                    <tr >
                    <td></td>
                    <td>
                        <span style="font-size: 12px;margin-left: 5px;">
                           <div class='thumb-container'>
                            <img src='{% part_image bomItm.sub_part height=240 %}' alt='{% trans "Part image" %}' class='part-thumb'>
                          </div>
                            {{bomItm.quantity|floatformat:-2}}{% decimal bomItm.sub_part.units %} x {{ bomItm.sub_part.full_name }}
                             {% for param in bomItm.sub_part.parameters.all %}
                                {% if param.name == "count_once" %}
                                  <span style="font-size: 10px;">
                                      <strong>{{ param.name }}</strong>: {{ param.data }}
                                  </span><br/>
                                {% endif %}
                            {% endfor %}
                        </span><br/>
                        </td>                      
                    <td>
                    <span style="font-size: 12px;padding-left: 5px; display: inline-block;">
 
                    {% multiply line.quantity bomItm.quantity float as qtyTot %}
                     {% with 0 as done %}
                       {% for param in bomItm.sub_part.parameters.all %}
                         {% add done 0 as done %}
                            {% if param.name == "count_once" and done == 0 %}
                               {{ bomItm.quantity|floatformat:"-1" }} {% decimal bomItm.sub_part.units %}
                               {% add done 1 as done %}
                            {% endif %}
                          {% if forloop.last %}
                            
                              {% if done == 0 %}    
                             {{ qtyTot|floatformat:"-2" }} {% decimal bomItm.sub_part.units %}    
                                {% endif %} 
                          {% endif %} 
                         {% empty %}
                              {{ qtyTot|floatformat:"-2" }} {% decimal bomItm.sub_part.units %}        
                        {% endfor %}                      
                      {% endwith %}
                      

                    </span></td>
                    <td colspan="3"> <span style="font-size: 9px !important;margin-left: 15px;">{{ bomItm.note|default:"" }}</span></td>  
                      
                    {% for bomItm2 in bomItm.sub_part.bom_items.all %}
                      <tr > 
                      <td></td>                      
                        <td style="padding-left: 30px;"> 
                           <div class='thumb-container'>
                            <img src='{% part_image bomItm2.sub_part height=240 %}' alt='{% trans "Part image" %}' class='part-thumb'>
                          </div>
                          <span style="font-size: 10px;margin-left: 5px;">
                          {{bomItm2.quantity|floatformat:-2}}{% decimal bomItm2.sub_part.units %} x {{ bomItm2.sub_part.full_name }}
                           {% for param in bomItm2.sub_part.parameters.all %}
                              {% if param.name == "count_once" %}
                                <span style="font-size: 10px;">
                                    <strong>{{ param.name }}</strong>: {{ param.data }}
                                </span><br/>
                              {% endif %}
                          {% endfor %}
                          </span><br/>                 
                        </td>

                       <td><span style="font-size: 10px; display: inline-block;">
                        {% multiply bomItm.quantity line.quantity float as qtyTot %}
                        {% multiply bomItm2.quantity qtyTot float as qtyTot %}
                      
                        {% with 0 as done %}
                       {% for param in bomItm2.sub_part.parameters.all %}
                         {% add done 0 as done %}
                            {% if param.name == "count_once" and done == 0 %}
                               &nbsp;&nbsp;⇒ {{ bomItm2.quantity|floatformat:"-2" }} {% decimal bomItm2.sub_part.units %}
                               {% add done 1 as done %}
                            {% endif %}
                          {% if forloop.last %}
                            
                              {% if done == 0 %}    
                            &nbsp;&nbsp;⇒ {{ qtyTot|floatformat:"-2" }} {% decimal bomItm2.sub_part.units %}    
                                {% endif %} 
                          {% endif %} 
                         {% empty %}
                             &nbsp;&nbsp;⇒ {{ qtyTot|floatformat:"-2" }} {% decimal bomItm2.sub_part.units %}        
                        {% endfor %}                      
                      {% endwith %}
                         
                        </span></td>
                        <td colspan="3"> <span style="font-size: 9px !important;margin-left: 15px;">{{ bomItm2.note|default:"" }}</span></td>  
                      
                        {% for bomItm3 in bomItm2.sub_part.bom_items.all %}
                          <tr> 
                          <td></td>                      
                            <td style="padding-left: 50px;"> 
                               <div class='thumb-container'>
                                <img src='{% part_image bomItm3.sub_part height=240 %}' alt='{% trans "Part image" %}' class='part-thumb'>
                              </div>
                              <span style="font-size: 10px;margin-left: 5px;">
                              {{bomItm3.quantity|floatformat:-2}}x {{ bomItm3.sub_part.full_name }}
                              {% for param in bomItm3.sub_part.parameters.all %}
                                {% if param.name == "count_once" %}
                                  <span style="font-size: 10px;">
                                      <strong>{{ param.name }}</strong>: {{ param.data }}
                                  </span><br/>
                                {% endif %}
                            {% endfor %}
                              </span><br/>                 
                            </td>
    
                           <td><span style="font-size: 10px; display: inline-block;">
    
                            {% multiply bomItm.quantity line.quantity float as qtyTot %}
                            {% multiply bomItm2.quantity qtyTot float as qtyTot %}
                            {% multiply bomItm3.quantity qtyTot float as qtyTot %}
                            &nbsp;&nbsp;&nbsp;&nbsp;→ {{ qtyTot|floatformat:"-1" }} {% decimal bomItm3.sub_part.units %}
                            </span></td>
                           <td colspan="3">{{ bomItm3.note|default:"" }}</td>   
                        {% endfor %}
                      
                    {% endfor %}
                  {% endfor %}
                </td>
                {% else %}
                </td>
              
                  <td><strong>{% decimal line.quantity %} {% decimal line.part.units %}</strong></td>
                  <td>{% render_currency line.price max_decimal_places=2 %}</td>        
                  <td>{% render_currency line.total_line_price max_decimal_places=2 %}</td>
                  <td style="font-size: 10px;">{{ line.notes }}</td>         
                {% endif %}
          </tr>
          <tr style="border-bottom: 2px solid #909090; width: 80%; padding-bottom: 5px;">            
          </tr>
          {% endfor %}

          {% if extra_lines %}
          <tr><th colspan='6'>{% trans "Extra Line Items" %}</th></tr>
          {% for line in extra_lines.all %}
          <tr>
              <td><!-- No part --></td>
              <td>{{ line.reference }}</td>
              <td></td>
              <td>{% decimal line.quantity %}</td>
              <td>{% render_currency line.price max_decimal_places=2 %}</td>
              <td>{% render_currency line.total_line_price  max_decimal_places=2 %}</td>
              <td>{{ line.notes }}</td>
          </tr>
          {% endfor %}
          {% endif %}
      
          <tr>     
            
            <th colspan="2" style="text-align: right;">{% trans "Assemblies (Total):" %}</th>
            {% with 0 as cntModules %}
              {% for line in lines.all %}
                  {% if line.price %}
                    {% add cntModules line.quantity as cntModules %}
                  {% endif %}
                  {% if forloop.last %}
                    <td style="text-align: left; padding-left: 10px;">  {% format_number cntModules integer=True %} pcs</td>
                  {% endif %}
              {% endfor %}    
            {% endwith %}

            <th colspan="2" style="text-align: right;">{% trans "Total Price:" %}</th>
            <td>{% render_currency order.total_price currency=order.currency  max_decimal_places=2 %}</td>
            <td></td>
          </tr>
          <tr>      
            <th colspan="2" style="text-align: right;">{% trans "Total Labor:" %}</th>
            {% with 0 as cntLabor %}
              {% for line in lines.all %}
                {% add cntLabor line.part.total_virtual_countonce_qty|default:0 as cntLabor %}
                
                {% multiply line.quantity line.part.total_virtual_qty float as qtyTot %}
                {% add cntLabor qtyTot as cntLabor %}
                
                {% if line.part.virtual and line.part.units|lower in "hrs" %}
                  {% add cntLabor line.quantity as cntLabor %}
                {% endif %}

                {% if forloop.last %}
                  <td colspan="4" style="text-align: left; padding-left: 10px;">  {{ cntLabor|floatformat:"-1" }} hrs</td>
                {% endif %}
              {% endfor %}    
            {% endwith %}
            <td></td>
            <td></td>
          </tr>
    </tbody>
</table>

<h4>Reference:</h4>
<p>This quotation has been prepared to fulfill the project request as tracked in Jira issue {{ order.customer_reference|default:"N/A" }}</p>

<h3>Notes</h3>
<p>{{ order.notes }}</p>

<table style="width:100%; border-collapse: collapse; font-size: 14px;">
    <thead>
        <tr style="background-color:#f2f2f2;">
            <th style="width:15px; padding:8px; text-align:left; border-bottom:2px solid #000;">#</th>
            <th style="padding:8px; text-align:left; border-bottom:2px solid #000;">Remarks</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">1</td>
            <td style="padding:6px; border-bottom:1px solid #555;">
                Some functionality may not be delivered in the initial firmware. It will be provided later via OTA updates according to the defined priority.
            </td>
        </tr>
        <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">2</td>
            <td style="padding:6px; border-bottom:1px solid #555;">
                For orders exceeding 30 pcs (samples) per month, a surcharge will be applied.
            </td>
        </tr>
        <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">3</td>
            <td style="padding:6px; border-bottom:1px solid #555;">
                Prices are valid on the date the report is generated. Please consider a ±10% range for the estimated cost.
            </td>
        </tr>
        <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">4</td>
            <td style="padding:6px; border-bottom:1px solid #555;">
                All custom board prices are based on a bulk quantity of either 5 pcs (10×10 cm) or 10 pcs (5×10 cm).
            </td>
        </tr>
        <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">5</td>
            <td style="padding:6px; border-bottom:1px solid #555;">
                VAT is not included.
            </td>
        </tr>
        <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">6</td>
            <td style="padding:6px; border-bottom:1px solid #555;">
                Lead time: 4–6 weeks.
            </td>
        </tr>
        <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">7</td>
            <td style="padding:6px; border-bottom:1px solid #555;">      
      Fabrication lead time (4–6 weeks) shall commence only upon completion and acceptance of the corresponding ECAD development activities.
            </td>
        </tr>
        <tr>
      <tr>
            <td style="padding:6px; border-bottom:1px solid #555;">8</td>
            <td style="padding:6px; border-bottom:1px solid #555;">
                The quoted price represents the estimated cost for the assembly, including standard and non-standard parts. A detailed PO BoM list of sub-parts for each individual assembly can be provided on request after project kick-off and as the project progresses.
            </td>
        </tr>     
    </tbody>
</table>


{% endblock page_content %}