📦 Stockwise

Russian version available: README_RU.md

Stockwise is a desktop application designed to collect and consolidate materials from Excel-based product specifications, calculate required material quantities, and generate production documents such as Memos and Requests.
It is intended for engineers, technologists, and planning specialists working with large structured product datasets.

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🖼 Screenshots

Main Window — Product Search

Document Generation Window

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What's New (v2.2.0)

✨ New Features

• Added checkboxes for table rows
  Now you can choose specific items to export.
• Introduced search filters
  Configure which column of the table to search (by name, quantity, units of measurement)

🖼️ Design

• Updated the overall appearance of the table.
• Swapped the positions of the Export and Create document buttons for more intuitive access.
• Redesigned the search popup for better clarity and usability.
• Minor improvements to various UI elements.

🐞 Bug Fixes

• Fixed localization issues across the interface.
• Resolved a bug where the document creation button wouldn’t deactivate during export.

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📘 Overview

Stockwise is a desktop application for engineers, technologists, and production planners.
The program collects materials from Excel product specifications, combines the same items, calculates the demand for the selected production volume and exports the final report to an Excel document.

Stockwise also supports generating two types of documents:

• Memos
• Requests

Both document types support:

• customizable signatures (from whom/to whom)
• separate black and white lists
• automatic formatting

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🎯 Key features

Search

• Search by product name
• Partial match
• Configurable search filters (name, quantity, units)

Content search mode

The program allows you to search within the materials of the selected product, and not just by product names.

• Check box: [ ] Search for materials
• After selecting a product (for example, BKN.0.12): [✓] Search for materials — BKN.0.12
• The search is performed only by the nomenclature within the specification of the selected product
• Convenient for large specifications with dozens of Excel files

Automatic specification pooling

• Reading attached Excel files
• Combining identical items
• Automatic summation of quantities

Calculation of norms for volume

• Quick recalculation of needs for any planned product release

Document generation

• Formation of Memos and Applications
• Automatic filling of product information
• Customizable signatures (from whom/to whom)
• Support for black and white lists

Export to Excel

• Export of summary materials
• Export of generated documents
• .xlsx format
• Selection-based export using row checkboxes

Auto-update system

• Checking the version of the program on the server
• Offer updates if a new version is available

Modern PyQt5 interface

• Fast navigation
• Clear structure
• Error messages and statuses

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📁 How it works

Stockwise uses the storage structure specified in `config.yaml'.

1. The root folder

It stores product groups.

2. Product folder

Each product is a set of subfolders.
Example:

\Stockwise\БКН.0.12\.xlsx

3. Specification files

The destination folder should contain:

• .xlsx files
• Each file must have a TDSheet

4. Required Columns (TDSheet)

• Nomenclature — name of the material
• Quantity — the amount of demand
• Units — unit of measurement

5. Configuration (config.yaml)

Contains:

• The path to the product folder
• The path to the server version of the program
• Program name
• Program version
• Signatures
• Black and white lists

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🛠 Installation

1. Clone repository

git clone https://github.com/pntech-dev/Stockwise.git
cd Stockwise

2. Create virtual environment

python -m venv venv
venv\Scripts\activate

3. Install dependencies

pip install -r requirements.txt

4. Configure config.yaml

Set:

• path to product folder
• server program path
• signatures
• blacklists / whitelists

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🏗 Project build (PyInstaller)

The Stockwise.spec file is used to build the program.

1. Installing PyInstaller

pip install pyinstaller

2. Building the app

Run the command in the root of the project:

pyinstaller Stockwise.spec

3. Actions by Stockwise.spec

• generates an executable file Stockwise.exe

• includes the necessary files and folders in the assembly:

  • config.yaml
  • file with version information
  • updater.exe
  • templates/

• automatically copies these resources to the final directory after the build

4. The final structure

After the build, a directory is created:

dist/
 └── Stockwise/
      ├── Stockwise.exe
      ├── config.yaml
      ├── version file
      ├──updater.exe ,
      ├── templates/ <- document templates
      └── _internal <- service files

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⚙ Tech Stack

• Python 3.10
• PyQt5
• Pandas
• openpyxl
• MVC architecture (Model-View-Controller)

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📄 License

MIT License

Copyright (c) 2025 Pavel (PN Tech)

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files...

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🧑‍💻 Author

Pavel (PN Tech)
Python desktop and web developer, UI/UX designer, electronics engineer