Add new schemas and scripts for calculate
This commit is contained in:
113
inventory-server/db/config-schema-new.sql
Normal file
113
inventory-server/db/config-schema-new.sql
Normal file
@@ -0,0 +1,113 @@
|
||||
-- Drop tables in reverse order of dependency
|
||||
DROP TABLE IF EXISTS public.settings_product CASCADE;
|
||||
DROP TABLE IF EXISTS public.settings_vendor CASCADE;
|
||||
DROP TABLE IF EXISTS public.settings_global CASCADE;
|
||||
|
||||
-- Table Definition: settings_global
|
||||
CREATE TABLE public.settings_global (
|
||||
setting_key VARCHAR PRIMARY KEY,
|
||||
setting_value VARCHAR NOT NULL,
|
||||
description TEXT,
|
||||
updated_at TIMESTAMPTZ NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||||
);
|
||||
|
||||
-- Table Definition: settings_vendor
|
||||
CREATE TABLE public.settings_vendor (
|
||||
vendor VARCHAR PRIMARY KEY, -- Matches products.vendor
|
||||
default_lead_time_days INT,
|
||||
default_days_of_stock INT,
|
||||
updated_at TIMESTAMPTZ NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||||
);
|
||||
-- Index for faster lookups if needed (PK usually sufficient)
|
||||
-- CREATE INDEX idx_settings_vendor_vendor ON public.settings_vendor(vendor);
|
||||
|
||||
-- Table Definition: settings_product
|
||||
CREATE TABLE public.settings_product (
|
||||
pid INT8 PRIMARY KEY,
|
||||
lead_time_days INT, -- Overrides vendor/global
|
||||
days_of_stock INT, -- Overrides vendor/global
|
||||
safety_stock INT DEFAULT 0, -- Minimum desired stock level
|
||||
forecast_method VARCHAR DEFAULT 'standard', -- e.g., 'standard', 'seasonal'
|
||||
exclude_from_forecast BOOLEAN DEFAULT FALSE,
|
||||
updated_at TIMESTAMPTZ NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
CONSTRAINT fk_settings_product_pid FOREIGN KEY (pid) REFERENCES public.products(pid) ON DELETE CASCADE ON UPDATE CASCADE
|
||||
);
|
||||
|
||||
|
||||
-- Description: Inserts or updates standard default global settings.
|
||||
-- Safe to rerun; will update existing keys with these default values.
|
||||
-- Dependencies: `settings_global` table must exist.
|
||||
-- Frequency: Run once initially, or rerun if you want to reset global defaults.
|
||||
|
||||
INSERT INTO public.settings_global (setting_key, setting_value, description) VALUES
|
||||
('abc_revenue_threshold_a', '0.80', 'Revenue percentage for Class A (cumulative)'),
|
||||
('abc_revenue_threshold_b', '0.95', 'Revenue percentage for Class B (cumulative)'),
|
||||
('abc_calculation_basis', 'revenue_30d', 'Metric for ABC calc (revenue_30d, sales_30d, lifetime_revenue)'),
|
||||
('abc_calculation_period', '30', 'Days period for ABC calculation if not lifetime'),
|
||||
('default_forecast_method', 'standard', 'Default forecast method (standard, seasonal)'),
|
||||
('default_lead_time_days', '14', 'Global default lead time in days'),
|
||||
('default_days_of_stock', '30', 'Global default days of stock coverage target'),
|
||||
-- Set default safety stock to 0 units. Can be overridden per product.
|
||||
-- If you wanted safety stock in days, you'd store 'days' here and calculate units later.
|
||||
('default_safety_stock_units', '0', 'Global default safety stock in units')
|
||||
ON CONFLICT (setting_key) DO UPDATE SET
|
||||
setting_value = EXCLUDED.setting_value,
|
||||
description = EXCLUDED.description,
|
||||
updated_at = CURRENT_TIMESTAMP; -- Update timestamp if default value changes
|
||||
|
||||
|
||||
|
||||
-- Description: Creates placeholder rows in `settings_vendor` for each unique vendor
|
||||
-- found in the `products` table. Does NOT set specific overrides.
|
||||
-- Safe to rerun; will NOT overwrite existing vendor settings.
|
||||
-- Dependencies: `settings_vendor` table must exist, `products` table populated.
|
||||
-- Frequency: Run once after initial product load, or periodically if new vendors are added.
|
||||
|
||||
INSERT INTO public.settings_vendor (
|
||||
vendor,
|
||||
default_lead_time_days,
|
||||
default_days_of_stock
|
||||
-- updated_at will use its default CURRENT_TIMESTAMP on insert
|
||||
)
|
||||
SELECT
|
||||
DISTINCT p.vendor,
|
||||
-- Explicitly cast NULL to INTEGER to resolve type mismatch
|
||||
CAST(NULL AS INTEGER),
|
||||
CAST(NULL AS INTEGER)
|
||||
FROM
|
||||
public.products p
|
||||
WHERE
|
||||
p.vendor IS NOT NULL
|
||||
AND p.vendor <> '' -- Exclude blank vendors if necessary
|
||||
|
||||
ON CONFLICT (vendor) DO NOTHING; -- IMPORTANT: Do not overwrite existing vendor settings
|
||||
|
||||
SELECT COUNT(*) FROM public.settings_vendor; -- Verify rows were inserted
|
||||
|
||||
|
||||
-- Description: Creates placeholder rows in `settings_product` for each unique product
|
||||
-- found in the `products` table. Sets basic defaults but no specific overrides.
|
||||
-- Safe to rerun; will NOT overwrite existing product settings.
|
||||
-- Dependencies: `settings_product` table must exist, `products` table populated.
|
||||
-- Frequency: Run once after initial product load, or periodically if new products are added.
|
||||
|
||||
INSERT INTO public.settings_product (
|
||||
pid,
|
||||
lead_time_days, -- NULL = Inherit from Vendor/Global
|
||||
days_of_stock, -- NULL = Inherit from Vendor/Global
|
||||
safety_stock, -- Default to 0 units initially
|
||||
forecast_method, -- NULL = Inherit from Global ('standard')
|
||||
exclude_from_forecast -- Default to FALSE
|
||||
-- updated_at will use its default CURRENT_TIMESTAMP on insert
|
||||
)
|
||||
SELECT
|
||||
p.pid,
|
||||
CAST(NULL AS INTEGER), -- Explicitly cast NULL to INTEGER
|
||||
CAST(NULL AS INTEGER), -- Explicitly cast NULL to INTEGER
|
||||
COALESCE((SELECT setting_value::int FROM settings_global WHERE setting_key = 'default_safety_stock_units'), 0), -- Use global default safety stock units
|
||||
CAST(NULL AS VARCHAR), -- Cast NULL to VARCHAR for forecast_method (already varchar, but explicit)
|
||||
FALSE -- Default: Include in forecast
|
||||
FROM
|
||||
public.products p
|
||||
|
||||
ON CONFLICT (pid) DO NOTHING; -- IMPORTANT: Do not overwrite existing product-specific settings
|
||||
@@ -1,261 +1,261 @@
|
||||
-- Configuration tables schema
|
||||
-- -- Configuration tables schema
|
||||
|
||||
-- Create function for updating timestamps if it doesn't exist
|
||||
CREATE OR REPLACE FUNCTION update_updated_column()
|
||||
RETURNS TRIGGER AS $$
|
||||
BEGIN
|
||||
NEW.updated = CURRENT_TIMESTAMP;
|
||||
RETURN NEW;
|
||||
END;
|
||||
$$ language 'plpgsql';
|
||||
-- -- Create function for updating timestamps if it doesn't exist
|
||||
-- CREATE OR REPLACE FUNCTION update_updated_column()
|
||||
-- RETURNS TRIGGER AS $$
|
||||
-- BEGIN
|
||||
-- NEW.updated = CURRENT_TIMESTAMP;
|
||||
-- RETURN NEW;
|
||||
-- END;
|
||||
-- $$ language 'plpgsql';
|
||||
|
||||
-- Create function for updating updated_at timestamps
|
||||
CREATE OR REPLACE FUNCTION update_updated_at_column()
|
||||
RETURNS TRIGGER AS $$
|
||||
BEGIN
|
||||
NEW.updated_at = CURRENT_TIMESTAMP;
|
||||
RETURN NEW;
|
||||
END;
|
||||
$$ language 'plpgsql';
|
||||
-- -- Create function for updating updated_at timestamps
|
||||
-- CREATE OR REPLACE FUNCTION update_updated_at_column()
|
||||
-- RETURNS TRIGGER AS $$
|
||||
-- BEGIN
|
||||
-- NEW.updated_at = CURRENT_TIMESTAMP;
|
||||
-- RETURN NEW;
|
||||
-- END;
|
||||
-- $$ language 'plpgsql';
|
||||
|
||||
-- Stock threshold configurations
|
||||
CREATE TABLE stock_thresholds (
|
||||
id INTEGER NOT NULL,
|
||||
category_id BIGINT, -- NULL means default/global threshold
|
||||
vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
critical_days INTEGER NOT NULL DEFAULT 7,
|
||||
reorder_days INTEGER NOT NULL DEFAULT 14,
|
||||
overstock_days INTEGER NOT NULL DEFAULT 90,
|
||||
low_stock_threshold INTEGER NOT NULL DEFAULT 5,
|
||||
min_reorder_quantity INTEGER NOT NULL DEFAULT 1,
|
||||
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
PRIMARY KEY (id),
|
||||
FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
UNIQUE (category_id, vendor)
|
||||
);
|
||||
-- -- Stock threshold configurations
|
||||
-- CREATE TABLE stock_thresholds (
|
||||
-- id INTEGER NOT NULL,
|
||||
-- category_id BIGINT, -- NULL means default/global threshold
|
||||
-- vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
-- critical_days INTEGER NOT NULL DEFAULT 7,
|
||||
-- reorder_days INTEGER NOT NULL DEFAULT 14,
|
||||
-- overstock_days INTEGER NOT NULL DEFAULT 90,
|
||||
-- low_stock_threshold INTEGER NOT NULL DEFAULT 5,
|
||||
-- min_reorder_quantity INTEGER NOT NULL DEFAULT 1,
|
||||
-- created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- PRIMARY KEY (id),
|
||||
-- FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
-- UNIQUE (category_id, vendor)
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_stock_thresholds_updated
|
||||
BEFORE UPDATE ON stock_thresholds
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_stock_thresholds_updated
|
||||
-- BEFORE UPDATE ON stock_thresholds
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
CREATE INDEX idx_st_metrics ON stock_thresholds(category_id, vendor);
|
||||
-- CREATE INDEX idx_st_metrics ON stock_thresholds(category_id, vendor);
|
||||
|
||||
-- Lead time threshold configurations
|
||||
CREATE TABLE lead_time_thresholds (
|
||||
id INTEGER NOT NULL,
|
||||
category_id BIGINT, -- NULL means default/global threshold
|
||||
vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
target_days INTEGER NOT NULL DEFAULT 14,
|
||||
warning_days INTEGER NOT NULL DEFAULT 21,
|
||||
critical_days INTEGER NOT NULL DEFAULT 30,
|
||||
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
PRIMARY KEY (id),
|
||||
FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
UNIQUE (category_id, vendor)
|
||||
);
|
||||
-- -- Lead time threshold configurations
|
||||
-- CREATE TABLE lead_time_thresholds (
|
||||
-- id INTEGER NOT NULL,
|
||||
-- category_id BIGINT, -- NULL means default/global threshold
|
||||
-- vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
-- target_days INTEGER NOT NULL DEFAULT 14,
|
||||
-- warning_days INTEGER NOT NULL DEFAULT 21,
|
||||
-- critical_days INTEGER NOT NULL DEFAULT 30,
|
||||
-- created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- PRIMARY KEY (id),
|
||||
-- FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
-- UNIQUE (category_id, vendor)
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_lead_time_thresholds_updated
|
||||
BEFORE UPDATE ON lead_time_thresholds
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_lead_time_thresholds_updated
|
||||
-- BEFORE UPDATE ON lead_time_thresholds
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
-- Sales velocity window configurations
|
||||
CREATE TABLE sales_velocity_config (
|
||||
id INTEGER NOT NULL,
|
||||
category_id BIGINT, -- NULL means default/global threshold
|
||||
vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
daily_window_days INTEGER NOT NULL DEFAULT 30,
|
||||
weekly_window_days INTEGER NOT NULL DEFAULT 7,
|
||||
monthly_window_days INTEGER NOT NULL DEFAULT 90,
|
||||
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
PRIMARY KEY (id),
|
||||
FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
UNIQUE (category_id, vendor)
|
||||
);
|
||||
-- -- Sales velocity window configurations
|
||||
-- CREATE TABLE sales_velocity_config (
|
||||
-- id INTEGER NOT NULL,
|
||||
-- category_id BIGINT, -- NULL means default/global threshold
|
||||
-- vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
-- daily_window_days INTEGER NOT NULL DEFAULT 30,
|
||||
-- weekly_window_days INTEGER NOT NULL DEFAULT 7,
|
||||
-- monthly_window_days INTEGER NOT NULL DEFAULT 90,
|
||||
-- created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- PRIMARY KEY (id),
|
||||
-- FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
-- UNIQUE (category_id, vendor)
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_sales_velocity_config_updated
|
||||
BEFORE UPDATE ON sales_velocity_config
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_sales_velocity_config_updated
|
||||
-- BEFORE UPDATE ON sales_velocity_config
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
CREATE INDEX idx_sv_metrics ON sales_velocity_config(category_id, vendor);
|
||||
-- CREATE INDEX idx_sv_metrics ON sales_velocity_config(category_id, vendor);
|
||||
|
||||
-- ABC Classification configurations
|
||||
CREATE TABLE abc_classification_config (
|
||||
id INTEGER NOT NULL PRIMARY KEY,
|
||||
a_threshold DECIMAL(5,2) NOT NULL DEFAULT 20.0,
|
||||
b_threshold DECIMAL(5,2) NOT NULL DEFAULT 50.0,
|
||||
classification_period_days INTEGER NOT NULL DEFAULT 90,
|
||||
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
|
||||
);
|
||||
-- -- ABC Classification configurations
|
||||
-- CREATE TABLE abc_classification_config (
|
||||
-- id INTEGER NOT NULL PRIMARY KEY,
|
||||
-- a_threshold DECIMAL(5,2) NOT NULL DEFAULT 20.0,
|
||||
-- b_threshold DECIMAL(5,2) NOT NULL DEFAULT 50.0,
|
||||
-- classification_period_days INTEGER NOT NULL DEFAULT 90,
|
||||
-- created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_abc_classification_config_updated
|
||||
BEFORE UPDATE ON abc_classification_config
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_abc_classification_config_updated
|
||||
-- BEFORE UPDATE ON abc_classification_config
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
-- Safety stock configurations
|
||||
CREATE TABLE safety_stock_config (
|
||||
id INTEGER NOT NULL,
|
||||
category_id BIGINT, -- NULL means default/global threshold
|
||||
vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
coverage_days INTEGER NOT NULL DEFAULT 14,
|
||||
service_level DECIMAL(5,2) NOT NULL DEFAULT 95.0,
|
||||
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
PRIMARY KEY (id),
|
||||
FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
UNIQUE (category_id, vendor)
|
||||
);
|
||||
-- -- Safety stock configurations
|
||||
-- CREATE TABLE safety_stock_config (
|
||||
-- id INTEGER NOT NULL,
|
||||
-- category_id BIGINT, -- NULL means default/global threshold
|
||||
-- vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
-- coverage_days INTEGER NOT NULL DEFAULT 14,
|
||||
-- service_level DECIMAL(5,2) NOT NULL DEFAULT 95.0,
|
||||
-- created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- PRIMARY KEY (id),
|
||||
-- FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
-- UNIQUE (category_id, vendor)
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_safety_stock_config_updated
|
||||
BEFORE UPDATE ON safety_stock_config
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_safety_stock_config_updated
|
||||
-- BEFORE UPDATE ON safety_stock_config
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
CREATE INDEX idx_ss_metrics ON safety_stock_config(category_id, vendor);
|
||||
-- CREATE INDEX idx_ss_metrics ON safety_stock_config(category_id, vendor);
|
||||
|
||||
-- Turnover rate configurations
|
||||
CREATE TABLE turnover_config (
|
||||
id INTEGER NOT NULL,
|
||||
category_id BIGINT, -- NULL means default/global threshold
|
||||
vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
calculation_period_days INTEGER NOT NULL DEFAULT 30,
|
||||
target_rate DECIMAL(10,2) NOT NULL DEFAULT 1.0,
|
||||
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
PRIMARY KEY (id),
|
||||
FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
UNIQUE (category_id, vendor)
|
||||
);
|
||||
-- -- Turnover rate configurations
|
||||
-- CREATE TABLE turnover_config (
|
||||
-- id INTEGER NOT NULL,
|
||||
-- category_id BIGINT, -- NULL means default/global threshold
|
||||
-- vendor VARCHAR(100), -- NULL means applies to all vendors
|
||||
-- calculation_period_days INTEGER NOT NULL DEFAULT 30,
|
||||
-- target_rate DECIMAL(10,2) NOT NULL DEFAULT 1.0,
|
||||
-- created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- PRIMARY KEY (id),
|
||||
-- FOREIGN KEY (category_id) REFERENCES categories(cat_id) ON DELETE CASCADE,
|
||||
-- UNIQUE (category_id, vendor)
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_turnover_config_updated
|
||||
BEFORE UPDATE ON turnover_config
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_turnover_config_updated
|
||||
-- BEFORE UPDATE ON turnover_config
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
-- Create table for sales seasonality factors
|
||||
CREATE TABLE sales_seasonality (
|
||||
month INTEGER NOT NULL,
|
||||
seasonality_factor DECIMAL(5,3) DEFAULT 0,
|
||||
last_updated TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
PRIMARY KEY (month),
|
||||
CONSTRAINT month_range CHECK (month BETWEEN 1 AND 12),
|
||||
CONSTRAINT seasonality_range CHECK (seasonality_factor BETWEEN -1.0 AND 1.0)
|
||||
);
|
||||
-- -- Create table for sales seasonality factors
|
||||
-- CREATE TABLE sales_seasonality (
|
||||
-- month INTEGER NOT NULL,
|
||||
-- seasonality_factor DECIMAL(5,3) DEFAULT 0,
|
||||
-- last_updated TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
-- PRIMARY KEY (month),
|
||||
-- CONSTRAINT month_range CHECK (month BETWEEN 1 AND 12),
|
||||
-- CONSTRAINT seasonality_range CHECK (seasonality_factor BETWEEN -1.0 AND 1.0)
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_sales_seasonality_updated
|
||||
BEFORE UPDATE ON sales_seasonality
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_sales_seasonality_updated
|
||||
-- BEFORE UPDATE ON sales_seasonality
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
-- Create table for financial calculation parameters
|
||||
CREATE TABLE financial_calc_config (
|
||||
id INTEGER NOT NULL PRIMARY KEY,
|
||||
order_cost DECIMAL(10,2) NOT NULL DEFAULT 25.00, -- The fixed cost per purchase order (used in EOQ)
|
||||
holding_rate DECIMAL(10,4) NOT NULL DEFAULT 0.25, -- The annual inventory holding cost as a percentage of unit cost (used in EOQ)
|
||||
service_level_z_score DECIMAL(10,4) NOT NULL DEFAULT 1.96, -- Z-score for ~95% service level (used in Safety Stock)
|
||||
min_reorder_qty INTEGER NOT NULL DEFAULT 1, -- Minimum reorder quantity
|
||||
default_reorder_qty INTEGER NOT NULL DEFAULT 5, -- Default reorder quantity when sales data is insufficient
|
||||
default_safety_stock INTEGER NOT NULL DEFAULT 5, -- Default safety stock when sales data is insufficient
|
||||
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
|
||||
);
|
||||
-- -- Create table for financial calculation parameters
|
||||
-- CREATE TABLE financial_calc_config (
|
||||
-- id INTEGER NOT NULL PRIMARY KEY,
|
||||
-- order_cost DECIMAL(10,2) NOT NULL DEFAULT 25.00, -- The fixed cost per purchase order (used in EOQ)
|
||||
-- holding_rate DECIMAL(10,4) NOT NULL DEFAULT 0.25, -- The annual inventory holding cost as a percentage of unit cost (used in EOQ)
|
||||
-- service_level_z_score DECIMAL(10,4) NOT NULL DEFAULT 1.96, -- Z-score for ~95% service level (used in Safety Stock)
|
||||
-- min_reorder_qty INTEGER NOT NULL DEFAULT 1, -- Minimum reorder quantity
|
||||
-- default_reorder_qty INTEGER NOT NULL DEFAULT 5, -- Default reorder quantity when sales data is insufficient
|
||||
-- default_safety_stock INTEGER NOT NULL DEFAULT 5, -- Default safety stock when sales data is insufficient
|
||||
-- created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
|
||||
-- updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
|
||||
-- );
|
||||
|
||||
CREATE TRIGGER update_financial_calc_config_updated
|
||||
BEFORE UPDATE ON financial_calc_config
|
||||
FOR EACH ROW
|
||||
EXECUTE FUNCTION update_updated_at_column();
|
||||
-- CREATE TRIGGER update_financial_calc_config_updated
|
||||
-- BEFORE UPDATE ON financial_calc_config
|
||||
-- FOR EACH ROW
|
||||
-- EXECUTE FUNCTION update_updated_at_column();
|
||||
|
||||
-- Insert default global thresholds
|
||||
INSERT INTO stock_thresholds (id, category_id, vendor, critical_days, reorder_days, overstock_days)
|
||||
VALUES (1, NULL, NULL, 7, 14, 90)
|
||||
ON CONFLICT (id) DO UPDATE SET
|
||||
critical_days = EXCLUDED.critical_days,
|
||||
reorder_days = EXCLUDED.reorder_days,
|
||||
overstock_days = EXCLUDED.overstock_days;
|
||||
-- -- Insert default global thresholds
|
||||
-- INSERT INTO stock_thresholds (id, category_id, vendor, critical_days, reorder_days, overstock_days)
|
||||
-- VALUES (1, NULL, NULL, 7, 14, 90)
|
||||
-- ON CONFLICT (id) DO UPDATE SET
|
||||
-- critical_days = EXCLUDED.critical_days,
|
||||
-- reorder_days = EXCLUDED.reorder_days,
|
||||
-- overstock_days = EXCLUDED.overstock_days;
|
||||
|
||||
INSERT INTO lead_time_thresholds (id, category_id, vendor, target_days, warning_days, critical_days)
|
||||
VALUES (1, NULL, NULL, 14, 21, 30)
|
||||
ON CONFLICT (id) DO UPDATE SET
|
||||
target_days = EXCLUDED.target_days,
|
||||
warning_days = EXCLUDED.warning_days,
|
||||
critical_days = EXCLUDED.critical_days;
|
||||
-- INSERT INTO lead_time_thresholds (id, category_id, vendor, target_days, warning_days, critical_days)
|
||||
-- VALUES (1, NULL, NULL, 14, 21, 30)
|
||||
-- ON CONFLICT (id) DO UPDATE SET
|
||||
-- target_days = EXCLUDED.target_days,
|
||||
-- warning_days = EXCLUDED.warning_days,
|
||||
-- critical_days = EXCLUDED.critical_days;
|
||||
|
||||
INSERT INTO sales_velocity_config (id, category_id, vendor, daily_window_days, weekly_window_days, monthly_window_days)
|
||||
VALUES (1, NULL, NULL, 30, 7, 90)
|
||||
ON CONFLICT (id) DO UPDATE SET
|
||||
daily_window_days = EXCLUDED.daily_window_days,
|
||||
weekly_window_days = EXCLUDED.weekly_window_days,
|
||||
monthly_window_days = EXCLUDED.monthly_window_days;
|
||||
-- INSERT INTO sales_velocity_config (id, category_id, vendor, daily_window_days, weekly_window_days, monthly_window_days)
|
||||
-- VALUES (1, NULL, NULL, 30, 7, 90)
|
||||
-- ON CONFLICT (id) DO UPDATE SET
|
||||
-- daily_window_days = EXCLUDED.daily_window_days,
|
||||
-- weekly_window_days = EXCLUDED.weekly_window_days,
|
||||
-- monthly_window_days = EXCLUDED.monthly_window_days;
|
||||
|
||||
INSERT INTO abc_classification_config (id, a_threshold, b_threshold, classification_period_days)
|
||||
VALUES (1, 20.0, 50.0, 90)
|
||||
ON CONFLICT (id) DO UPDATE SET
|
||||
a_threshold = EXCLUDED.a_threshold,
|
||||
b_threshold = EXCLUDED.b_threshold,
|
||||
classification_period_days = EXCLUDED.classification_period_days;
|
||||
-- INSERT INTO abc_classification_config (id, a_threshold, b_threshold, classification_period_days)
|
||||
-- VALUES (1, 20.0, 50.0, 90)
|
||||
-- ON CONFLICT (id) DO UPDATE SET
|
||||
-- a_threshold = EXCLUDED.a_threshold,
|
||||
-- b_threshold = EXCLUDED.b_threshold,
|
||||
-- classification_period_days = EXCLUDED.classification_period_days;
|
||||
|
||||
INSERT INTO safety_stock_config (id, category_id, vendor, coverage_days, service_level)
|
||||
VALUES (1, NULL, NULL, 14, 95.0)
|
||||
ON CONFLICT (id) DO UPDATE SET
|
||||
coverage_days = EXCLUDED.coverage_days,
|
||||
service_level = EXCLUDED.service_level;
|
||||
-- INSERT INTO safety_stock_config (id, category_id, vendor, coverage_days, service_level)
|
||||
-- VALUES (1, NULL, NULL, 14, 95.0)
|
||||
-- ON CONFLICT (id) DO UPDATE SET
|
||||
-- coverage_days = EXCLUDED.coverage_days,
|
||||
-- service_level = EXCLUDED.service_level;
|
||||
|
||||
INSERT INTO turnover_config (id, category_id, vendor, calculation_period_days, target_rate)
|
||||
VALUES (1, NULL, NULL, 30, 1.0)
|
||||
ON CONFLICT (id) DO UPDATE SET
|
||||
calculation_period_days = EXCLUDED.calculation_period_days,
|
||||
target_rate = EXCLUDED.target_rate;
|
||||
-- INSERT INTO turnover_config (id, category_id, vendor, calculation_period_days, target_rate)
|
||||
-- VALUES (1, NULL, NULL, 30, 1.0)
|
||||
-- ON CONFLICT (id) DO UPDATE SET
|
||||
-- calculation_period_days = EXCLUDED.calculation_period_days,
|
||||
-- target_rate = EXCLUDED.target_rate;
|
||||
|
||||
-- Insert default seasonality factors (neutral)
|
||||
INSERT INTO sales_seasonality (month, seasonality_factor)
|
||||
VALUES
|
||||
(1, 0), (2, 0), (3, 0), (4, 0), (5, 0), (6, 0),
|
||||
(7, 0), (8, 0), (9, 0), (10, 0), (11, 0), (12, 0)
|
||||
ON CONFLICT (month) DO UPDATE SET
|
||||
last_updated = CURRENT_TIMESTAMP;
|
||||
-- -- Insert default seasonality factors (neutral)
|
||||
-- INSERT INTO sales_seasonality (month, seasonality_factor)
|
||||
-- VALUES
|
||||
-- (1, 0), (2, 0), (3, 0), (4, 0), (5, 0), (6, 0),
|
||||
-- (7, 0), (8, 0), (9, 0), (10, 0), (11, 0), (12, 0)
|
||||
-- ON CONFLICT (month) DO UPDATE SET
|
||||
-- last_updated = CURRENT_TIMESTAMP;
|
||||
|
||||
-- Insert default values
|
||||
INSERT INTO financial_calc_config (id, order_cost, holding_rate, service_level_z_score, min_reorder_qty, default_reorder_qty, default_safety_stock)
|
||||
VALUES (1, 25.00, 0.25, 1.96, 1, 5, 5)
|
||||
ON CONFLICT (id) DO UPDATE SET
|
||||
order_cost = EXCLUDED.order_cost,
|
||||
holding_rate = EXCLUDED.holding_rate,
|
||||
service_level_z_score = EXCLUDED.service_level_z_score,
|
||||
min_reorder_qty = EXCLUDED.min_reorder_qty,
|
||||
default_reorder_qty = EXCLUDED.default_reorder_qty,
|
||||
default_safety_stock = EXCLUDED.default_safety_stock;
|
||||
-- -- Insert default values
|
||||
-- INSERT INTO financial_calc_config (id, order_cost, holding_rate, service_level_z_score, min_reorder_qty, default_reorder_qty, default_safety_stock)
|
||||
-- VALUES (1, 25.00, 0.25, 1.96, 1, 5, 5)
|
||||
-- ON CONFLICT (id) DO UPDATE SET
|
||||
-- order_cost = EXCLUDED.order_cost,
|
||||
-- holding_rate = EXCLUDED.holding_rate,
|
||||
-- service_level_z_score = EXCLUDED.service_level_z_score,
|
||||
-- min_reorder_qty = EXCLUDED.min_reorder_qty,
|
||||
-- default_reorder_qty = EXCLUDED.default_reorder_qty,
|
||||
-- default_safety_stock = EXCLUDED.default_safety_stock;
|
||||
|
||||
-- View to show thresholds with category names
|
||||
CREATE OR REPLACE VIEW stock_thresholds_view AS
|
||||
SELECT
|
||||
st.*,
|
||||
c.name as category_name,
|
||||
CASE
|
||||
WHEN st.category_id IS NULL AND st.vendor IS NULL THEN 'Global Default'
|
||||
WHEN st.category_id IS NULL THEN 'Vendor: ' || st.vendor
|
||||
WHEN st.vendor IS NULL THEN 'Category: ' || c.name
|
||||
ELSE 'Category: ' || c.name || ' / Vendor: ' || st.vendor
|
||||
END as threshold_scope
|
||||
FROM
|
||||
stock_thresholds st
|
||||
LEFT JOIN
|
||||
categories c ON st.category_id = c.cat_id
|
||||
ORDER BY
|
||||
CASE
|
||||
WHEN st.category_id IS NULL AND st.vendor IS NULL THEN 1
|
||||
WHEN st.category_id IS NULL THEN 2
|
||||
WHEN st.vendor IS NULL THEN 3
|
||||
ELSE 4
|
||||
END,
|
||||
c.name,
|
||||
st.vendor;
|
||||
-- -- View to show thresholds with category names
|
||||
-- CREATE OR REPLACE VIEW stock_thresholds_view AS
|
||||
-- SELECT
|
||||
-- st.*,
|
||||
-- c.name as category_name,
|
||||
-- CASE
|
||||
-- WHEN st.category_id IS NULL AND st.vendor IS NULL THEN 'Global Default'
|
||||
-- WHEN st.category_id IS NULL THEN 'Vendor: ' || st.vendor
|
||||
-- WHEN st.vendor IS NULL THEN 'Category: ' || c.name
|
||||
-- ELSE 'Category: ' || c.name || ' / Vendor: ' || st.vendor
|
||||
-- END as threshold_scope
|
||||
-- FROM
|
||||
-- stock_thresholds st
|
||||
-- LEFT JOIN
|
||||
-- categories c ON st.category_id = c.cat_id
|
||||
-- ORDER BY
|
||||
-- CASE
|
||||
-- WHEN st.category_id IS NULL AND st.vendor IS NULL THEN 1
|
||||
-- WHEN st.category_id IS NULL THEN 2
|
||||
-- WHEN st.vendor IS NULL THEN 3
|
||||
-- ELSE 4
|
||||
-- END,
|
||||
-- c.name,
|
||||
-- st.vendor;
|
||||
|
||||
-- History and status tables
|
||||
CREATE TABLE IF NOT EXISTS calculate_history (
|
||||
|
||||
Reference in New Issue
Block a user