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UI tweaks for match columns step + auto hide empty columns

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Matt
2025-10-04 09:48:14 -04:00
parent dadcf3b6c6
commit 4953355b91
178 changed files with 580 additions and 61798 deletions
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222
inventory-server/scripts/metrics-new/update_daily_snapshots.sql
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-- Description: Calculates and updates daily aggregated product data for recent days.
-- Uses UPSERT (INSERT ON CONFLICT UPDATE) for idempotency.
-- Dependencies: Core import tables (products, orders, purchase_orders), calculate_status table.
-- Frequency: Hourly (Run ~5-10 minutes after hourly data import completes).
DO $$
DECLARE
_module_name TEXT := 'daily_snapshots';
_start_time TIMESTAMPTZ := clock_timestamp(); -- Time execution started
_last_calc_time TIMESTAMPTZ;
_target_date DATE; -- Will be set in the loop
_total_records INT := 0;
_has_orders BOOLEAN := FALSE;
_process_days INT := 5; -- Number of days to check/process (today plus previous 4 days)
_day_counter INT;
_missing_days INT[] := ARRAY[]::INT[]; -- Array to store days with missing or incomplete data
BEGIN
-- Get the timestamp before the last successful run of this module
SELECT last_calculation_timestamp INTO _last_calc_time
FROM public.calculate_status
WHERE module_name = _module_name;
RAISE NOTICE 'Running % script. Start Time: %', _module_name, _start_time;
-- First, check which days need processing by comparing orders data with snapshot data
FOR _day_counter IN 0..(_process_days-1) LOOP
_target_date := CURRENT_DATE - (_day_counter * INTERVAL '1 day');
-- Check if this date needs updating by comparing orders to snapshot data
-- If the date has orders but not enough snapshots, or if snapshots show zero sales but orders exist, it's incomplete
SELECT
CASE WHEN (
-- We have orders for this date but not enough snapshots, or snapshots with wrong total
(EXISTS (SELECT 1 FROM public.orders WHERE date::date = _target_date) AND
(
-- No snapshots exist for this date
NOT EXISTS (SELECT 1 FROM public.daily_product_snapshots WHERE snapshot_date = _target_date) OR
-- Or snapshots show zero sales but orders exist
(SELECT COALESCE(SUM(units_sold), 0) FROM public.daily_product_snapshots WHERE snapshot_date = _target_date) = 0 OR
-- Or the count of snapshot records is significantly less than distinct products in orders
(SELECT COUNT(*) FROM public.daily_product_snapshots WHERE snapshot_date = _target_date) <
(SELECT COUNT(DISTINCT pid) FROM public.orders WHERE date::date = _target_date) * 0.8
)
)
) THEN TRUE ELSE FALSE END
INTO _has_orders;
IF _has_orders THEN
-- This day needs processing - add to our array
_missing_days := _missing_days || _day_counter;
RAISE NOTICE 'Day % needs updating (incomplete or missing data)', _target_date;
END IF;
END LOOP;
-- If no days need updating, exit early
IF array_length(_missing_days, 1) IS NULL THEN
RAISE NOTICE 'No days need updating - all snapshot data appears complete';
-- Still update the calculate_status to record this run
UPDATE public.calculate_status
SET last_calculation_timestamp = _start_time
WHERE module_name = _module_name;
RETURN;
END IF;
RAISE NOTICE 'Need to update % days with missing or incomplete data', array_length(_missing_days, 1);
-- Process only the days that need updating
FOREACH _day_counter IN ARRAY _missing_days LOOP
_target_date := CURRENT_DATE - (_day_counter * INTERVAL '1 day');
RAISE NOTICE 'Processing date: %', _target_date;
-- IMPORTANT: First delete any existing data for this date to prevent duplication
DELETE FROM public.daily_product_snapshots
WHERE snapshot_date = _target_date;
-- Proceed with calculating daily metrics only for products with actual activity
WITH SalesData AS (
SELECT
p.pid,
p.sku,
-- Track number of orders to ensure we have real data
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, -- Before discount
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
COALESCE(
o.costeach, -- First use order-specific cost if available
get_weighted_avg_cost(p.pid, o.date::date), -- Then use weighted average cost
p.landing_cost_price, -- Fallback to landing cost
p.cost_price -- Final fallback to current cost
) * 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, -- Use current regular price for simplicity here
-- 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
FROM public.products p -- Start from products to include those with no orders today
JOIN public.orders o -- Changed to INNER JOIN to only process products with orders
ON p.pid = o.pid
AND o.date::date = _target_date -- Cast to date to ensure compatibility regardless of original type
GROUP BY p.pid, p.sku
-- No HAVING clause here - we always want to include all orders
),
ReceivingData AS (
SELECT
r.pid,
-- Track number of receiving docs to ensure we have real data
COUNT(DISTINCT r.receiving_id) as receiving_doc_count,
-- Sum the quantities received on this date
SUM(r.qty_each) AS units_received,
-- Calculate the cost received (qty * cost)
SUM(r.qty_each * r.cost_each) AS cost_received
FROM public.receivings r
WHERE r.received_date::date = _target_date
-- Optional: Filter out canceled receivings if needed
-- AND r.status <> 'canceled'
GROUP BY r.pid
-- Only include products with actual receiving activity
HAVING COUNT(DISTINCT r.receiving_id) > 0 OR SUM(r.qty_each) > 0
),
CurrentStock AS (
-- Select current stock values directly from products table
SELECT
pid,
stock_quantity,
COALESCE(landing_cost_price, cost_price, 0.00) as effective_cost_price,
COALESCE(price, 0.00) as current_price,
COALESCE(regular_price, 0.00) as current_regular_price
FROM public.products
),
ProductsWithActivity AS (
-- Quick pre-filter to only process products with activity
SELECT DISTINCT pid
FROM (
SELECT pid FROM SalesData
UNION
SELECT pid FROM ReceivingData
) a
)
-- Now insert records, but ONLY for products with actual activity
INSERT INTO public.daily_product_snapshots (
snapshot_date,
pid,
sku,
eod_stock_quantity,
eod_stock_cost,
eod_stock_retail,
eod_stock_gross,
stockout_flag,
units_sold,
units_returned,
gross_revenue,
discounts,
returns_revenue,
net_revenue,
cogs,
gross_regular_revenue,
profit,
units_received,
cost_received,
calculation_timestamp
)
SELECT
_target_date AS snapshot_date,
COALESCE(sd.pid, rd.pid) AS pid, -- Use sales or receiving PID
COALESCE(sd.sku, p.sku) AS sku, -- Get SKU from sales data or products table
-- Inventory Metrics (Using CurrentStock)
cs.stock_quantity AS eod_stock_quantity,
cs.stock_quantity * cs.effective_cost_price AS eod_stock_cost,
cs.stock_quantity * cs.current_price AS eod_stock_retail,
cs.stock_quantity * cs.current_regular_price AS eod_stock_gross,
(cs.stock_quantity <= 0) AS stockout_flag,
-- Sales Metrics (From SalesData)
COALESCE(sd.units_sold, 0),
COALESCE(sd.units_returned, 0),
COALESCE(sd.gross_revenue_unadjusted, 0.00),
COALESCE(sd.discounts, 0.00),
COALESCE(sd.returns_revenue, 0.00),
COALESCE(sd.gross_revenue_unadjusted, 0.00) - COALESCE(sd.discounts, 0.00) AS net_revenue,
COALESCE(sd.cogs, 0.00),
COALESCE(sd.gross_regular_revenue, 0.00),
(COALESCE(sd.gross_revenue_unadjusted, 0.00) - COALESCE(sd.discounts, 0.00)) - COALESCE(sd.cogs, 0.00) AS profit, -- Basic profit: Net Revenue - COGS
-- Receiving Metrics (From ReceivingData)
COALESCE(rd.units_received, 0),
COALESCE(rd.cost_received, 0.00),
_start_time -- Timestamp of this calculation run
FROM SalesData sd
FULL OUTER JOIN ReceivingData rd ON sd.pid = rd.pid
JOIN ProductsWithActivity pwa ON COALESCE(sd.pid, rd.pid) = pwa.pid
LEFT JOIN public.products p ON COALESCE(sd.pid, rd.pid) = p.pid
LEFT JOIN CurrentStock cs ON COALESCE(sd.pid, rd.pid) = cs.pid
WHERE p.pid IS NOT NULL; -- Ensure we only insert for existing products
-- Get the total number of records inserted for this date
GET DIAGNOSTICS _total_records = ROW_COUNT;
RAISE NOTICE 'Created % daily snapshot records for % with sales/receiving activity', _total_records, _target_date;
END LOOP;
-- Update the status table with the timestamp from the START of this run
UPDATE public.calculate_status
SET last_calculation_timestamp = _start_time
WHERE module_name = _module_name;
RAISE NOTICE 'Finished % processing for multiple dates. Duration: %', _module_name, clock_timestamp() - _start_time;
END $$;
-- Return the total records processed for tracking
SELECT
COUNT(*) as rows_processed,
COUNT(DISTINCT snapshot_date) as days_processed,
MIN(snapshot_date) as earliest_date,
MAX(snapshot_date) as latest_date,
SUM(units_sold) as total_units_sold,
SUM(units_received) as total_units_received
FROM public.daily_product_snapshots
WHERE calculation_timestamp >= (NOW() - INTERVAL '5 minutes'); -- Recent updates only