Ma_Sys.ma Inventory 2

Introduction

The Ma_Sys.ma Inventory software allows you to manage a little (say up to 2000 items or so) inventory of arbitrary items. Major differences to other inventory software include:

Simple Data Store / Minimality
All inventory data is stored in a single SQLite database table. This allows you to interface with the data using external software e.g. Libreoffice Base, SQLite browser or the sqlite3 command. By this design, the features available are tightly limited. See Fields and Database Structure for details.
Terminal user Interface (TUI) and Barcode Scanner support
Similar to other Ma_Sys.ma programs, the inventory is intended to run in a terminal emulator. Additionally, being related to inventory management, it is designed to interface with a barcode scanner. If the scanner supports 2D datamatrix codes, parts of the user interface can be controlled by scanning the codes appearing on the screen. As a result, a keyboard (for data entry) and a barcode scanner (for everything else) is sufficient to use the inventory efficiently. There is limited support for printing barcodes provided by a separate script. See Workflow for details on how this is intended to be used.
Structure by Autocomplete
Most inventory software supports keeping the individual items in categories. The Ma_Sys.ma implementation does this as well but does not require the categories to be predefined. Instead, it suggests existing categories for autocompletion as a means to re-use previously entered categories.

The mailing list discussion which led to the creation of the software presented here starts at https://lists.debian.org/debian-user/2020/02/msg00730.html.

Alternatives

As an alternative, you might want to consider partkeepr which is more fully-featured compared to the Ma_Sys.ma Inventory.

Getting Started

Most parts of the software are written in Perl and thus do not need any compilation. The Java-parts are found in directory ma_inventory_barcodegensvg and can be compiled by running ant.

In case you want to generate a Debian package (recommended), build it by running ant package in the repository’s top-level directory. Dependencies are described in build.xml.

The inventory software consists of three scripts:

ma_inventory_init (ma_inventory_init.pl)
Database initialization routine.
ma_inventory (ma_inventory.pl)
Main and interactive part of the application.
ma_inventory_export_to_pdf
Barcode PDF export script. This requires a working pdfLaTeX installation.

Before running the interactive terminal user interface, a database has to be created. To do this, invoke ma_inventory_init as described in the next section.

Database Initialization (ma_inventory_init)

Name

ma_inventory_init – Create SQlite3 database for use with Ma_Sys.ma Inventory.

Synopsis

ma_inventory_init DBFILE [CSVFILE]

Description

This script takes as input a file name DBFILE to write the datbase to and optionally a CSV file CSVFILE to populate the new database with.

The CSV file is expected to have a structure as can be exported from the legacy Ma_Sys.ma Inventory v1 with the following fields semicolon-separated and without quotation and escape characters:

ID or ISBN;Quantity;Type;Author;Title;Year;Publisher;Publisher Location;Pages;Class;Thing;Name;Location;T0;Origin;Importance;Comments

Note that the ID and Quantity columns are expected to always be populated whereas the other columns can be missing depending on the object type – the legacy inventory made a distinction between books and other objects, hence there are some book-specific fields.

Example

A typical invocation to create a new and empty inventory may look like this:

ma_inventory_init inventory.sqlite

This creates file inventory.sqlite with the necessary database but without any inventory items yet.

Terminal User Interface (ma_inventory)

Once a database file is present, it can be opened with the interactive interface provided by ma_inventory. For instance, it can be launched as ma_inventory inventory.sqlite. For an empty inventory, it will then present a screen as follows:

The Table screen

ID Qty Class Thing Loc Imp                                                      






















1 GenID 2 ARCL                                 8 Delete         0 Exit

For now, one can see the table headings (ID, Qty, Class, Thing, Loc, Imp), an empty space and usage instructions in the last line. The usage instructions consist of the last digit of the function key to press to invoke them.

This view is the table screen which presents a table of all inventory items. As the database was initially empty, the screen is empty as well.

The ARCL function is explained in the next section, the other functions are as follows:

1 GenID
By pressing [F1], one can open a dialog to generate 128 IDs in the database. These are intended to be suitable for barcode printing. While it is not necessary to have the values of barcodes predefined in the database, it provides an additional layer of safety against certain errors e.g. adding the same item twice by different barcodes etc. The use and effect of the function can be seen in the following two screens.

Generation question:

ID Qty Class Thing Loc Imp






           ┌───────────────────────────────────────────────────────┐
           │                                                       │
           │ ┌───────────────────────────────────────────────────┐ │
           │ │Generate 128 IDs from 1041000000000000 exclusive?  │ │
           │ └───────────────────────────────────────────────────┘ │
           │                                                       │
           │                                        < Yes > < No > │
           │                                                       │
           └───────────────────────────────────────────────────────┘







1 GenID 2 ARCL                                 8 Delete         0 Exit

After generating the IDs:

ID               Qty Class Thing Loc Imp                                        
1041000000000001 0
1041000000000002 0
1041000000000003 0
1041000000000004 0
1041000000000005 0
1041000000000006 0
1041000000000007 0
1041000000000008 0
1041000000000009 0
1041000000000010 0
1041000000000011 0
1041000000000012 0
1041000000000013 0
1041000000000014 0
1041000000000015 0
1041000000000016 0
1041000000000017 0
1041000000000018 0
1041000000000019 0
1041000000000020 0
1041000000000021 0
1041000000000022 0
1 GenID 2 ARCL                                 8 Delete         0 Exit
8 Delete
Deletes the currently selected item from the table. By default, the headings are selected (and [F8] does nothing). If the state from the sample screen before is used and item 1041000000000005 is selected, after [F8], the screen looks as follows (i.e. item 1041000000000005 is now missing):
ID               Qty Class Thing Loc Imp
1041000000000001 0
1041000000000002 0
1041000000000003 0
1041000000000004 0
1041000000000006 0
1041000000000007 0
1041000000000008 0
1041000000000009 0
1041000000000010 0
1041000000000011 0
1041000000000012 0
1041000000000013 0
1041000000000014 0
1041000000000015 0
1041000000000016 0
1041000000000017 0
1041000000000018 0
1041000000000019 0
1041000000000020 0
1041000000000021 0
1041000000000022 0
1041000000000023 0
1 GenID 2 ARCL                                 8 Delete         0 Exit
0 Exit
Pressing [F10] exits the application.

Adding entries – The Add/Edit/Recall (ARCL) screen

To add a new entry, press [F2] which should open the following screen, known as the Add/Edit/Recall screen or shortened ARCL.

█▀█▀█▀█▀█▀██       On Enter   [Auto         ]                       █▀█▀█▀█▀█▀██
█ ▀ ██▃██▀▃█                                                        █ ▀▃██ ▀█▀▃█
█ ▀   ▃ █▀▃█       Status     DISSOC dID=-1 iQTY=0                  █  ▀ ████▀▃█
█ ▀ ▀ █▀▃▀▃█                                                        █ ██▃    █▃█
█ █ ▃██▃▃▀▃█       ID         #___________________________________  █ ▀▀▃██▀▃█▃█
█▃▃▃▃▃▃▃▃▃▃█                                                        █▃▃▃▃▃▃▃▃▃▃█
 Reset (F9)        Quantity   ____________________________________   Recall (F7)

              [ ]  Class      ____________________________________

              [ ]  Thing      ____________________________________

              [ ]  Location   ____________________________________

              [ ]  T0         ____________________________________

              [ ]  Origin     ____________________________________
Cancel (F10)                                                           OK (F4)
█▀█▀█▀█▀█▀██  [ ]  Importance ____________________________________  █▀█▀█▀█▀█▀██
█ ▀▃██▃ ▀▀▃█                                                        █ ▀ █▀▃█▀▃▃█
█  ▀█ █ █▀▃█  [ ]  Comments   ____________________________________  █ ▀███▀▃█▀▃█
█ ▀▀▀▃██ █▃█                  ____________________________________  █ ▀▀ █▀█ █▃█
█  ▀▃████▃▃█                  ____________________________________  █ ▃ ▃█▃▀ ▀▃█
█▃▃▃▃▃▃▃▃▃▃█                  ____________________________________  █▃▃▃▃▃▃▃▃▃▃█

Note: If the codes look inverted, consider setting the text display to white on black because that is what they are intended to be seen on. If they are displayed correctly, there is a bright outline around each of the codes and each of them has a distinctive black L-form.

The screen is organized as follows:

Inventory Actions

The inventory actions provided on the ARCL screen are as follows:

Reset (F9)
Clears all fields and switches the screen to state DISSOC.
Recall (F7)
Checks the database for matching entries (in terms of the fields as entered) and associates them if there is exactly a single match. If there are multiple matching entries, this opens the disambiguate screen. This is intended to cover most searching needs.
Cancel (F10)
Returns to the table screen without saving the current changes.
OK (F4)
Saves the current changes and invokes Reset afterwards as to provide space to enter the next item or switch back to the table screen without losing data.

Status

The status line consists of three parts:

  1. DISSOC or ASSOC: ASSOC indicates that the current entry is known in the database and being edited. DISSOC indicates that the current entry is being newly considered new. In case it exists in the database, it is possible to asscoiate it by invoking the Recall (F7) function.
  2. dID=-1: The number after the = sign is either the database’s internal ID or -1 if the entry is not associated (DISSOC).
  3. iQTY=0: The number after the = is the quantity associated to the current entry in the database. In case it is 0, the inventory software automatically assumes that by editing, this item becomes available at least once and thus presets the editable “Quantity” line to 1. In case you want to edit an item which remains at quantity 0, you need ot change the “Quantity” line back to 0 and iQTY can serve as a reminder of this necessity.

On Enter

On Enter   [Auto         ]
           ┌─────────────┐
Status     │Auto         │
           │Recall       │
ID         │OK           │
           │Autocomplete │
Quantity   │Nothing      │
           └─────────────┘

The On Enter dropdown menu configures which action is to be performed if the [ENTER] key is pressed in any of the lines. The meanings of the choices are explained in the following:

Auto
When [ENTER] is pressed in the ID line, invoke Recall (as if F7 were pressed). When [ENTER] is pressed in another line, invoke Autocomplete.
Recall
When [ENTER] is pressed, invoke Recall.
OK
When [ENTER] is pressed, invoke OK (save entry and clear fields).
Autocomplete
When [ENTER] is pressed in the ID line, do nothing. When [ENTER] is pressed in another line, invoke Autocomplete.
Nothing
Do not assign any action to [ENTER].

It is expected that most of the time, the Auto behaviour is acceptable. A notable special case for selectiong Autocomplete is if you scan barcodes which are not registered in the database yet. With Auto, an automatic Recall will fail, opening an information dialog whereas with Autocomplete, no Recall will be attempted.

Keep

The lines Class, Thing, Location, T0, Origin, Importance and Comments are prefixed by a checkbox. If you tick the box, the value entered there will persist even after pressing OK and thus be “copied“ for the next entry. This makes sense, if you want to e.g. add a lot of items from the same location, same class, with the same comments etc. The On Enter action is always kept, whereas ID and Quantity are always reset to empty or 1 respectively.

Autocompletion

If the window is higher than 25 characters upon starting the inventory application, a list will be displayed below the Comments lines. This list automatically suggests entries which match the prefix entered in the current line from existing database entries. This is possibly most useful for completing the Class field as to assign similar classes to similar things.

If it is visible, you can navigate the autocompletion results by using the [UP] and [DOWN] arrow keys. To actually perform the autocompletion, the On Enter action needs to be either Auto or Autocomplete. In these cases, it is sufficent to press [ENTER] to autocomplete.

Assuming there are some entries present in the database already, the autocomplete suggestions may look as follows:

█▀█▀█▀█▀█▀██       On Enter   [Auto         ]                       █▀█▀█▀█▀█▀██
█ ▀ ██▃██▀▃█                                                        █ ▀▃██ ▀█▀▃█
█ ▀   ▃ █▀▃█       Status     DISSOC dID=-1 iQTY=0                  █  ▀ ████▀▃█
█ ▀ ▀ █▀▃▀▃█                                                        █ ██▃    █▃█
█ █ ▃██▃▃▀▃█       ID         ____________________________________  █ ▀▀▃██▀▃█▃█
█▃▃▃▃▃▃▃▃▃▃█                                                        █▃▃▃▃▃▃▃▃▃▃█
 Reset (F9)        Quantity   ____________________________________   Recall (F7)

              [ ]  Class      E/__________________________________

              [ ]  Thing      ____________________________________

              [ ]  Location   ____________________________________

              [ ]  T0         ____________________________________

              [ ]  Origin     ____________________________________

              [ ]  Importance ____________________________________

              [ ]  Comments   ____________________________________
                              ____________________________________
                              ____________________________________
                              ____________________________________

              < > E/AV/Lautsprecher
              < > E/Akku/Pack
              <o> E/Batterie/Akku
              < > E/Batterie/Knopfzelle
              < > E/Batterien/Kiste
              < > E/Fernbedienung
              < > E/Gehäuse
              < > E/Handy/Hülle
              < > E/IT/Akku
              < > E/IT/Handy
Cancel (F10)  < > E/IT/Laptop                                          OK (F4)
█▀█▀█▀█▀█▀██  < > E/IT/Netzteil                                     █▀█▀█▀█▀█▀██
█ ▀▃██▃ ▀▀▃█  < > E/IT/PCI/Modem                                    █ ▀ █▀▃█▀▃▃█
█  ▀█ █ █▀▃█  < > E/IT/PDA                                          █ ▀███▀▃█▀▃█
█ ▀▀▀▃██ █▃█  < > E/IT/PSU/ATX                                      █ ▀▀ █▀█ █▃█
█  ▀▃████▃▃█  < > E/IT/Switch/16P                                   █ ▃ ▃█▃▀ ▀▃█
█▃▃▃▃▃▃▃▃▃▃█  < > E/IT/Switch/48P                                   █▃▃▃▃▃▃▃▃▃▃█

Note that <o> is the selected entry. In capable terminals, it will also appear highlighted in bold font.

The disambiguate screen

The disambiguate screen appears whenever Recall (F7) is invoked and there are multiple possible entries for recall. In case just one line is populated, the screen’s contents may closely resemble the results from autocomplete, in more complex cases it just displays a relevant subset. If one were to press [F7] in the example from the Autocomplete section, the disambiguate screen might look as follows:

ID               Qty Class          Thing                         Loc      Imp  
1040000000000001 1   E/S            Praktiker-Sortiment Kohleschi B00      x
1040000000000003 1   E/S            Roter Kasten (Transistoren)   B02      x
1040000000000005 1   E/Kasten       ELEK-SYS 2001                 B00      x
1040000000000007 1   E/Radio/Sangea Sangean DPR-17 Anleitung      B00      x
1040000000000008 1   E/Batterien/Ki Batterienkiste rot            B00      x
1040000000000009 1   E/S/Kühlkörper Kühlkörper Bose               B05      x
1040000000000022 1   E/Handy/Hülle  Pocket LOOX Hülle             PHY4/20  x
1040000000000023 1   E/Taschenrechn BRAUN Solartaschenrechner     TBD      x
1040000000000024 1   E/IT/PDA       HP iPAQ                       PHY4/20  x
1040000000000025 1   E/IT/Handy     SIMENS Pocket LOOX            PHY4/20  x
1040000000000027 1   E/IT/PCI/Modem Friz! PCI Modem               B04/26   x
1040000000000032 1   E/Uhr          TCM Art-Nr. 65878 / S/N: 9814 B04/26   x
1040000000000036 1   E/AV/Lautsprec BOSE Lautsprecher klein       B04/35   x
1040000000000037 1   E/AV/Lautsprec BOSE Lautsprecher klein       B04/35   x
1040000000000050 1   E/Taschenlampe Taschenlampe Silber 3xD/Mono  P1       x
1040000000000051 1   E/Taschenlampe Taschenlampe mit Radiofunktio B02/61   x
1040000000000052 1   E/Taschenlampe Taschenlampe Apotheke am Hosp B02/61   x
1040000000000053 1   E/Taschenlampe VARTA Taschenlampe/Leselampe  B02/61   x
1040000000000054 1   E/Taschenlampe Taschenlampe 2xD rot          P1       x
1040000000000055 1   E/Taschenlampe OSRAM Taschenlampe/Leselampe  B02/61   x
1040000000000056 1   E/Taschenlampe Taschenlampe 3xAA schwarz     P1       x
1040000000000057 1   E/Taschenlampe Taschenlampe VARTA 3xAA       B02/61   x
1040000000000058 1   E/Taschenlampe CRAFT ACCU LIGHT Steckdosenau P1       x
-- DISAMBIGUATE --   ENTER: select item                                0 Cancel

Note that this closely resembles the table screen except for the last line where it distinctively says -- DISAMBIGUATE --. Invoking Cancel [F10] from here will lead back to the previous screen without changes whereas [ENTER] will fill-in and associate the data from the selected entry with the ARCL screen.

Barcode Export

Name

ma_inventory_export_to_pdf – Generate pages to print Barcode stickers

Symopsis

ma_inventory_export_to_pdf FROM NUM PDFFILE

Description

To print out barcodes, script ma_inventory_export_to_pdf is supplied along with the inventory system. It invokes a Java program which was extracted from the legacy Inventory v1 for visual compatibility. As additional dependencies, it requires a Java Runtime, the Okapi Barcode library (as provided by package mdvl-okapibarcode), a working svg2pdf command and pdfLaTeX installation.

Parameter FROM indicates the first number to print a code for, NUM the number of codes to generate and PDFFILE the output PDF.

Example

ma_inventory_export_to_pdf 1041000000000001 128 test.pdf

Customization Needed

Most likely, the default behaviour will not be useful. It is expected that users will need to edit the template (barcodes.tex) to change branding (replace “Ma_Sys.ma” by your own text and icon). Additionally, unless you are using exactly the same stickers as I do, the layout will need changing.

The layout used in barcodes.tex was designed to be used with 4780 stickers.

To change the types of barcodes generated, edit the source code in file ma_inventory_barcodegensvg/ma/inventory2/BarCodeGenSVG.java.

Fields and Database Structure

The database schema used is as follows (corresponding name in the user interface given behind --):

CREATE TABLE inventory (
    id_internal INTEGER      PRIMARY KEY,  -- dID
    id_string   VARCHAR(128) UNIQUE,       -- ID
    quantity    INT          NOT NULL,     -- Quantity/Qty
    checked     DATETIME,                  -- (not in TUI)
    class       VARCHAR(128),              -- Class
    thing       VARCHAR(128),              -- Thing
    location    VARCHAR(128),              -- Location
    t0          VARCHAR( 32),              -- T0
    origin      VARCHAR( 64),              -- Origin
    importance  VARCHAR( 32),              -- Importance
    comments    VARCHAR(256)               -- Comments
);

The intended meaning of the fields and their rationale is explained in the following. Note that for your own uses, it might make sense to change the schema or use fields differently from the meanings proposed here.

id_internal (dID)
Internal database ID. This field allows the database to keep track of deletions and enables the id_string to be changed at the user’s choice.
id_string (ID)
This is an ID string as entered into the TUI. The bar code and ID generation functions expect this to be a 16 digit number, but other choices are possible if degradation wrt. the mentioned features can be accepted. The 16 digits were taken to be outside the space of typical EAN or ISBN codes.
quantity (Quantity)
This field represents the number of times the same item is present at the same location. Note that if EANs are used for IDs, it might be possible to have the same item multiple times at different locations. Coping with this is up to the user. From my point of view, it often makes sense to use separate IDs as much as possible and manage quantity fields only for those items which appear in reasonably large quantities (more than two that is…)
checked
This field is not displayed in the terminal UI. It is expected to represent a measure of how “current“ the entry for the item under consideration is. Whenever OK is invoked in the TUI, this field is updated to the current date and time in UTC.
class (Class)
Assigns a class/category/you name it to the item. I use a tree-like structure separated by slashes which allows for convenient autocompletion by entering a prefix of the category. It is expected that there can be multiple similar items sharing the same class e.g. “IT/Switch“ for an Ethernet switch or similar.
thing (Thing)
Describes this very item. Unlike class, this description is expected to be detailed enough to recognize the item even among other similar items. Where I prefer a structured “path”-style name for class, I tend to use a more human-readable description for thing. If a thing has a name, this is also a good place to put it.
location (Location)
Describes where to find this item. I tend to give very short names to shelves and then do a coordinate system centered in the lower left and starting from 0, e.g. B00 for a black shelf in the lower-left-most corner, B01 for the shelf one above etc. In case the item is contained in a box that is also in the inventory, it is also possible to create a nested path by using slashes.
t0 (T0)
This is intended to capture when the item was obtained. Of course, it makes most sense for newly acquired items as to keep track of their warranty status, but it can be interesting for older items, too. I typically use a YYYY/mm/dd format and most often populate the year only. By representing this as a text in the database, any other format is of course, allowed.
origin (Origin)
Tracks where the item comes from. This too, may aid with warranty issues.
importance (Importance)
This field can be used to describe how important (in sense of beeing needed) an item is. The idea is that it might make sense to keep track of important items more closely whereas items of little importance might be candidates for giving away or dumping. Below, there is a table as an idea for assigning numbers to importance.
comments (Comments)
Field for arbitrary comments. This can be used to keep track of where to find documentation associated to the item, to note temporary changes in location or uncertainities in the data noted.
Imp Description
0 essential
1 highly relevant
2 commonly needed
3  
4 normal relevant
5 rarely used
6  
7 unimportant
8  
9 could be thrown away

Finally, note that the TUI considers an empty and a NULL field to be identical in the sense that if a field is left empty in the TUI, it is saved as NULL value and if it is read from the database as NULL, the respective line in the form is empty. It is recommended to stick to this convention as to not have empty items appear in autocomplete and disambiguate results.

Workflow

The following describes a basic workflow for keeping inventory with this software.

Ma_Sys.ma Inventory v1 (Legacy)

The first attempt to write such an inventory software was based on JavaFX, the H2 database and the OkapiBarcode library. It failed due to changes in Java policy which made JavaFX difficult to install on current Debian systems. If one attempts to run this old program, it is thus recommended to use Debian 9.

The code for this first implementation can be found in directory xdev/ma. A jarfile ma_invetory.jar is included, but it requires the libraries noted under xdev/lib/note.txt to be in the CLASSPATH.

Being more specifically targeted at books, the first inventory version also allowed connecting to a PostgreSQL database which could be used to lookup ISBN numbers and autocomplete book titles etc. Apart from that, the GUI was very similar to the new version’s TUI: It consisted of a table screen and an ARCL screen very similar to the current variants. The following screenshot shows the legacy inventory’s ARCL screen:

Ma_Sys.ma Inventory v1 add/edit/recall screen

According to cloc, the legacy implementation has about 4000 lines of code, most of which is Java whereas the new implementation has around 850 lines of code. most of it being Perl. This reduction was achieved by radically removing features: The old inventory supported import and export actions, user settings and had a simple plugin mechanism, all of which is missing from the new implementation.


Ma_Sys.ma Website 5 (1.0.2) – no Flash, no JavaScript, no Webfont, no Copy Protection, no Mobile First. No bullshit. No GUI needed. Works with any browser.

Created: 2020/03/08 12:49:36 | Revised: 2022/09/18 21:14:51 | Tags: inventory, sqlite, barcode, perl, java, tui, curses | Version: 2.0.0 | SRC (Pandoc MD) | GPL

Copyright (c) 2020 Ma_Sys.ma. For further info send an e-mail to Ma_Sys.ma@web.de.

This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.
This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.
You should have received a copy of the GNU General Public License along with this program. If not, see <http://www.gnu.org/licenses/>.