matt/inventory
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Import/calculations improvements

Browse Source
This commit is contained in:
Matt
2026-06-11 19:32:20 -04:00
parent 3b2f51e6b8
commit 069a44bd54
19 changed files with 1175 additions and 308 deletions
Download Patch File Download Diff File Expand all files Collapse all files
inventory-server/scripts/metrics-new/backfill/rebuild_daily_snapshots.sql
+21 -13
View File
@@ -10,7 +10,7 @@ DECLARE
_date DATE;
_count INT;
_total_records INT := 0;
_begin_date DATE := (SELECT MIN(date)::date FROM orders WHERE date >= '2020-01-01'); -- Starting point: captures all historical order data
_begin_date DATE := (SELECT MIN((date AT TIME ZONE 'America/Chicago'))::date FROM orders WHERE date >= '2020-01-01'); -- Starting point: captures all historical order data (business days, Central time)
_end_date DATE := CURRENT_DATE;
BEGIN
RAISE NOTICE 'Beginning daily snapshots rebuild from % to %. Starting at %', _begin_date, _end_date, _start_time;
@@ -32,26 +32,34 @@ BEGIN
p.sku,
-- Count orders to ensure we only include products with real activity
COUNT(o.id) as order_count,
-- Aggregate Sales (Quantity > 0, Status not Canceled/Returned)
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned') THEN o.quantity ELSE 0 END), 0) AS units_sold,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned') THEN o.price * o.quantity ELSE 0 END), 0.00) AS gross_revenue_unadjusted,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned') THEN o.discount ELSE 0 END), 0.00) AS discounts,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned') THEN
-- Aggregate Sales (Quantity > 0, Status not Canceled/Returned/Combined)
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned', 'combined') THEN o.quantity ELSE 0 END), 0) AS units_sold,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned', 'combined') THEN o.price * o.quantity ELSE 0 END), 0.00) AS gross_revenue_unadjusted,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned', 'combined') THEN o.discount ELSE 0 END), 0.00) AS discounts,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned', 'combined') THEN
COALESCE(
o.costeach,
get_weighted_avg_cost(p.pid, o.date::date),
get_weighted_avg_cost(p.pid, (o.date AT TIME ZONE 'America/Chicago')::date),
p.cost_price
) * o.quantity
ELSE 0 END), 0.00) AS cogs,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned') THEN p.regular_price * o.quantity ELSE 0 END), 0.00) AS gross_regular_revenue,
COALESCE(SUM(CASE WHEN o.quantity > 0 AND COALESCE(o.status, 'pending') NOT IN ('canceled', 'returned', 'combined') THEN p.regular_price * o.quantity ELSE 0 END), 0.00) AS gross_regular_revenue,
-- Aggregate Returns (Quantity < 0 or Status = Returned)
COALESCE(SUM(CASE WHEN o.quantity < 0 OR COALESCE(o.status, 'pending') = 'returned' THEN ABS(o.quantity) ELSE 0 END), 0) AS units_returned,
COALESCE(SUM(CASE WHEN o.quantity < 0 OR COALESCE(o.status, 'pending') = 'returned' THEN o.price * ABS(o.quantity) ELSE 0 END), 0.00) AS returns_revenue
COALESCE(SUM(CASE WHEN o.quantity < 0 OR COALESCE(o.status, 'pending') = 'returned' THEN o.price * ABS(o.quantity) ELSE 0 END), 0.00) AS returns_revenue,
-- Returns COGS: cost of returned goods offsets sales COGS
COALESCE(SUM(CASE WHEN o.quantity < 0 OR COALESCE(o.status, 'pending') = 'returned' THEN
COALESCE(
o.costeach,
get_weighted_avg_cost(p.pid, (o.date AT TIME ZONE 'America/Chicago')::date),
p.cost_price
) * ABS(o.quantity)
ELSE 0 END), 0.00) AS returns_cogs
FROM public.products p
LEFT JOIN public.orders o
ON p.pid = o.pid
AND o.date::date = _date
AND (o.date AT TIME ZONE 'America/Chicago')::date = _date -- business day (Central)
GROUP BY p.pid, p.sku
HAVING COUNT(o.id) > 0 -- Only include products with actual orders for this date
),
@@ -65,7 +73,7 @@ BEGIN
-- Calculate received cost for this day
SUM(r.qty_each * r.cost_each) AS cost_received
FROM public.receivings r
WHERE r.received_date::date = _date
WHERE (r.received_date AT TIME ZONE 'America/Chicago')::date = _date
GROUP BY r.pid
HAVING COUNT(DISTINCT r.receiving_id) > 0 OR SUM(r.qty_each) > 0
),
@@ -120,9 +128,9 @@ BEGIN
COALESCE(sd.discounts, 0.00),
COALESCE(sd.returns_revenue, 0.00),
COALESCE(sd.gross_revenue_unadjusted, 0.00) - COALESCE(sd.discounts, 0.00) - COALESCE(sd.returns_revenue, 0.00) AS net_revenue,
COALESCE(sd.cogs, 0.00),
COALESCE(sd.cogs, 0.00) - COALESCE(sd.returns_cogs, 0.00) AS cogs, -- net of returned goods' cost
COALESCE(sd.gross_regular_revenue, 0.00),
(COALESCE(sd.gross_revenue_unadjusted, 0.00) - COALESCE(sd.discounts, 0.00) - COALESCE(sd.returns_revenue, 0.00)) - COALESCE(sd.cogs, 0.00) AS profit,
(COALESCE(sd.gross_revenue_unadjusted, 0.00) - COALESCE(sd.discounts, 0.00) - COALESCE(sd.returns_revenue, 0.00)) - (COALESCE(sd.cogs, 0.00) - COALESCE(sd.returns_cogs, 0.00)) AS profit,
-- Receiving metrics
COALESCE(rd.units_received, 0),
COALESCE(rd.cost_received, 0.00),