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AdjustInventory activity

Introduction

During checkout, Microsoft Workflow Foundation workflows are used to process payments, adjust item stock quantity and record promotion usage. EPiServer Commerce includes an adjusting inventory activity that is incorporated into the workflows. This will re-calculate and adjust warehouse inventories after placing an order.

Classes referred to here are available in the following namespaces:

Key classes and files

  • CartCheckoutWorkflow.xoml - validates order total, processes payments, adjusts the inventory and records promotion usage. 
       

How it works

The CartCheckout workflow is executed upon submission of the cart for processing during the placement of an order.

This workflow performs the following tasks:

  • Calls the ProcessPayment method associated with the payment providers associated with the cart.
  • Calculates totals for the cart based on line item price, quantity of each line item, shipping totals, handling totals, and taxes. OrderForm, Cart, and line item properties are updated for totals.
  • If inventory tracking is enabled, the SKU inventory will be adjusted after purchase.
  • Saves promotion usage data to the PromotionUsage table, where it is used to track each promotion entry for enforcement of promotion redemption limits.

The re-calculation and adjustment of the items stock quantity is done inside the AdjustInventoryActivity activity.

Example: the AdjustInventoryActivity activity

 C#

using System;
using System.Collections.Generic;
using System.Linq;
using System.Workflow.ComponentModel;
using EPiServer.ServiceLocation;
using Mediachase.Commerce.Catalog;
using Mediachase.Commerce.Catalog.Dto;
using Mediachase.Commerce.Catalog.Managers;
using Mediachase.Commerce.Inventory;
using Mediachase.Commerce.Orders;
using Mediachase.Commerce.InventoryService;
using System.Collections;
using Mediachase.Commerce.InventoryService.BusinessLogic;
using System.Workflow.ComponentModel.Compiler;
using System.ComponentModel;
using Mediachase.Commerce.Orders.Managers;
using EPiServer.Logging;
using Mediachase.MetaDataPlus;

namespace Mediachase.Commerce.Workflow.Activities.Cart
{
    public partial class AdjustInventoryActivity : CartActivityBase
    {
        [NonSerialized]
        private readonly ILogger _logger = LogManager.GetLogger(typeof(AdjustInventoryActivity));

        private Injected<IInventoryService> _inventoryService;

        private Injected<OperationKeySerializer> _operationKeySerializer;

        /// <summary>
        /// Initializes a new instance of the <see cref="AdjustInventoryActivity"/> class.
        /// </summary>
        public AdjustInventoryActivity()
        {
            InitializeComponent();
        }

        /// <summary>
        /// Get inventory requests for shipment
        /// </summary>
        /// <param name="shipment">The shipment</param>
        /// <param name="itemIndexStart">The start index</param>
        /// <param name="type">The inventory request type</param>
        /// <returns>List inventory request item of a shipment</returns>
        private IEnumerable<InventoryRequestItem> GetRequestInventory(Shipment shipment, int itemIndexStart, InventoryRequestType type)
        {
            return shipment.OperationKeysMap.SelectMany(c => c.Value).Select(key =>
                    new InventoryRequestItem()
                   {
                       ItemIndex = itemIndexStart++,
                       OperationKey = key,
                       RequestType = type
                   });
        }

        /// <summary>
        /// Get inventory request for the line item.
        /// </summary>
        /// <param name="shipment">The shipment</param>
        /// <param name="lineItemIndex">The line item index</param>
        /// <param name="itemIndexStart">The start index for request item</param>
        /// <param name="type">The inventory request type</param>
        /// <returns>List inventory request item for a line item</returns>
        private IEnumerable<InventoryRequestItem> GetLineItemRequestInventory(Shipment shipment, int lineItemIndex, int itemIndexStart, InventoryRequestType type)
        {
            return shipment.OperationKeysMap.Where(c => c.Key == lineItemIndex).SelectMany(c => c.Value).Select(key =>
                    new InventoryRequestItem()
                    {
                        ItemIndex = itemIndexStart++,
                        OperationKey = key,
                        RequestType = type
                    });
        }

        /// <summary>
        /// Called by the workflow runtime to execute an activity.
        /// </summary>
        /// <param name="executionContext">The <see cref="T:System.Workflow.ComponentModel.ActivityExecutionContext"/> to associate with this <see cref="T:System.Workflow.ComponentModel.Activity"/> and execution.</param>
        /// <returns>
        /// The <see cref="T:System.Workflow.ComponentModel.ActivityExecutionStatus"/> of the run task, which determines whether the activity remains in the executing state, or transitions to the closed state.
        /// </returns>
        protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext)
        {
            try
            {
                // Check for multiple warehouses. In the default, we simply reject processing an order if the application has
                //  multiple warehouses. Any corresponding fulfillment process is the responsibility of the client.
                this.CheckMultiWarehouse();

                // Validate the properties at runtime
                this.ValidateRuntime();

                // Return close status if order group is Payment Plan
                if (OrderGroup is PaymentPlan)
                {
                    return ActivityExecutionStatus.Closed;
                }

                var orderGroupStatus = OrderStatusManager.GetOrderGroupStatus(OrderGroup);
                var orderForms = OrderGroup.OrderForms.Where(o => !OrderForm.IsReturnOrderForm(o));
                var inventoryRequests = new List<InventoryRequestItem>();

                foreach (OrderForm orderForm in orderForms)
                {
                    foreach (Shipment shipment in orderForm.Shipments)
                    {
                        var shipmentStatus = OrderStatusManager.GetOrderShipmentStatus(shipment);
                        bool completingOrder = orderGroupStatus == OrderStatus.Completed || shipmentStatus == OrderShipmentStatus.Shipped;
                        bool cancellingOrder = orderGroupStatus == OrderStatus.Cancelled || shipmentStatus == OrderShipmentStatus.Cancelled;
                        _logger.Debug(string.Format("Adjusting inventory, got orderGroupStatus as {0} and shipmentStatus as {1}. completingOrder as {2} and cancellingOrder as {3}.", orderGroupStatus, shipmentStatus, completingOrder, cancellingOrder));

                        // When completing/cancelling an order or a shipment
                        if (completingOrder || cancellingOrder)
                        {
                            var requestType = completingOrder ? InventoryRequestType.Complete : InventoryRequestType.Cancel;
                            inventoryRequests.AddRange(GetRequestInventory(shipment, inventoryRequests.Count, requestType));
                            // When processed request, need to clear all operation keys from the shipment
                            shipment.ClearOperationKeys();
                        }
                        // When release a shipment, check if shipment contain a BackOrder then need to complete that BackOrder.
                        else if (shipmentStatus == OrderShipmentStatus.Released)
                        {
                            foreach (LineItem lineItem in Shipment.GetShipmentLineItems(shipment))
                            {
                                var lineItemIndex = orderForm.LineItems.IndexOf(lineItem);
                                var completeBackOrderRequest = new List<InventoryRequestItem>();
                                var lineItemRequest = GetLineItemRequestInventory(shipment, lineItemIndex, 0, InventoryRequestType.Complete);

                                // Only need to process complete BackOrder request type
                                foreach (var request in lineItemRequest)
                                {
                                    InventoryRequestType requestType;
                                    InventoryChange change;
                                    _operationKeySerializer.Service.TryDeserialize(request.OperationKey, out requestType, out change);
                                    if (requestType == InventoryRequestType.Backorder)
                                    {
                                        // Add BackOrder request to request list
                                        completeBackOrderRequest.Add(request);

                                        // Then remove BackOrder request operation key from shipment's operation key map
                                        shipment.RemoveOperationKey(lineItemIndex, request.OperationKey);
                                    }
                                }

                                // Storage the response operation keys from complete BackOrder mapping with line item index
                                if (completeBackOrderRequest.Count > 0)
                                {
                                    InventoryResponse response = _inventoryService.Service.Request(new InventoryRequest(DateTime.UtcNow, completeBackOrderRequest, null));
                                    if (response.IsSuccess)
                                    {
                                        shipment.InsertOperationKeys(lineItemIndex, response.Items.Select(c => c.OperationKey));
                                    }
                                }
                            }
                        }
                        else if (orderGroupStatus == OrderStatus.InProgress || orderGroupStatus == OrderStatus.AwaitingExchange)
                        {
                            // When placing an order or creating an exchange order
                            bool placingOrder = shipmentStatus == OrderShipmentStatus.AwaitingInventory || shipmentStatus == OrderShipmentStatus.InventoryAssigned;
                            if (placingOrder)
                            {
                                var lineItems = Shipment.GetShipmentLineItems(shipment);
                                if (lineItems.Any(c => c.ObjectState == MetaObjectState.Modified) || HasDeletedLineItem(shipment, lineItems))
                                {
                                    CancelOperationKeys(shipment);
                                    foreach (LineItem lineItem in lineItems)
                                    {
                                        RequestInventory(orderForm, shipment, lineItem);
                                    }
                                }
                                else if (lineItems.Any(c => c.ObjectState == MetaObjectState.Added))
                                {
                                    foreach (LineItem lineItem in lineItems.Where(c => c.ObjectState == MetaObjectState.Added))
                                    {
                                        RequestInventory(orderForm, shipment, lineItem);
                                    }
                                }

                            }
                        }
                        if (shipment.ObjectState == MetaObjectState.Modified)
                        {
                            shipment.AcceptChanges();
                        }
                    }
                }

                if (inventoryRequests.Any())
                {
                    _inventoryService.Service.Request(new InventoryRequest(DateTime.UtcNow, inventoryRequests, null));
                }
                
                // Retun the closed status indicating that this activity is complete.
                return ActivityExecutionStatus.Closed;
            }
            catch
            {
                // An unhandled exception occured.  Throw it back to the WorkflowRuntime.
                throw;
            }
        }

        private bool HasDeletedLineItem(Shipment shipment, IEnumerable<LineItem> lineItems)
        {
            //There is deleted line item if, except the newly added line items, the number count is less than the operation keys count;
            return lineItems.Count(c => c.ObjectState != MetaObjectState.Added) < shipment.OperationKeysMap.Count;
        }

        private void RequestInventory(OrderForm orderForm, Shipment shipment, LineItem lineItem)
        {
            var lineItemIndex = orderForm.LineItems.IndexOf(lineItem);

            var request = AdjustStockItemQuantity(shipment, lineItem);

            if (request != null)
            {
                InventoryResponse response = _inventoryService.Service.Request(request);
                if (response.IsSuccess)
                {
                    lineItem.IsInventoryAllocated = true;

                    // Store operation keys to Shipment for each line item, to use later for complete request
                    var existedIndex = shipment.OperationKeysMap.ContainsKey(lineItemIndex);
                    var operationKeys = response.Items.Select(c => c.OperationKey);
                    if (!existedIndex)
                    {
                        shipment.AddInventoryOperationKey(lineItemIndex, operationKeys);
                    }
                    else
                    {
                        shipment.InsertOperationKeys(lineItemIndex, operationKeys);
                    }

                }
            }
        }
    }
}

Customizing the AdjustInventory activity

If you wish to customize the adjusting inventory activity, you will need to create your own workflow which mirrors the CartCheckoutWorkflow workflow, and substitutes the AdjustInventoryActivity activity with your own implementation. Refer to Customizing order processing workflow for more information.

See also

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Last updated: Nov 12, 2014

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