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Update stock status calculations and add restock/overstock qty fields and calculations

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This commit is contained in:
Matt
2025-01-15 13:45:55 -05:00
parent 12532d4f6f
commit 6b9fdcb162
7 changed files with 211 additions and 145 deletions
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2
inventory-server/db/metrics-schema.sql
View File

@@ -39,6 +39,8 @@ CREATE TABLE IF NOT EXISTS product_metrics (
weeks_of_inventory INT,
reorder_point INT,
safety_stock INT,
reorder_qty INT DEFAULT 0,
overstocked_amt INT DEFAULT 0,
-- Financial metrics
avg_margin_percent DECIMAL(10,3),
total_revenue DECIMAL(10,3),

165
inventory-server/scripts/calculate-metrics.js
View File

@@ -760,11 +760,45 @@ async function calculateMetrics() {
throw err;
});
// Get current stock
// Get current stock and stock age
const [stockInfo] = await connection.query(`
SELECT stock_quantity, cost_price
FROM products
WHERE product_id = ?
SELECT
p.stock_quantity,
p.cost_price,
p.created_at,
p.replenishable,
p.moq,
DATEDIFF(CURDATE(), MIN(po.received_date)) as days_since_first_stock,
DATEDIFF(CURDATE(), COALESCE(
(SELECT MAX(o2.date)
FROM orders o2
WHERE o2.product_id = p.product_id
AND o2.canceled = false),
CURDATE() -- If no sales, use current date
)) as days_since_last_sale,
(SELECT SUM(quantity)
FROM orders o3
WHERE o3.product_id = p.product_id
AND o3.canceled = false) as total_quantity_sold,
CASE
WHEN EXISTS (
SELECT 1 FROM orders o
WHERE o.product_id = p.product_id
AND o.date >= DATE_SUB(CURDATE(), INTERVAL 30 DAY)
AND o.canceled = false
AND (SELECT SUM(quantity) FROM orders o2
WHERE o2.product_id = p.product_id
AND o2.date >= o.date
AND o2.canceled = false) = 0
) THEN true
ELSE false
END as had_recent_stockout
FROM products p
LEFT JOIN purchase_orders po ON p.product_id = po.product_id
AND po.status = 'closed'
AND po.received > 0
WHERE p.product_id = ?
GROUP BY p.product_id
`, [product.product_id]).catch(err => {
logError(err, `Failed to get stock info for product ${product.product_id}`);
throw err;
@@ -787,17 +821,118 @@ async function calculateMetrics() {
// Calculate current inventory value
const inventory_value = (stock.stock_quantity || 0) * (stock.cost_price || 0);
// Calculate stock status using configurable thresholds with proper handling of zero sales
const stock_status = daily_sales_avg === 0 ? 'New' :
stock.stock_quantity <= Math.max(1, Math.ceil(daily_sales_avg * config.critical_days)) ? 'Critical' :
stock.stock_quantity <= Math.max(1, Math.ceil(daily_sales_avg * config.reorder_days)) ? 'Reorder' :
stock.stock_quantity > Math.max(1, daily_sales_avg * config.overstock_days) ? 'Overstocked' : 'Healthy';
// Calculate stock status with improved handling
const stock_status = (() => {
const days_since_first_stock = stockInfo[0]?.days_since_first_stock || 0;
const days_since_last_sale = stockInfo[0]?.days_since_last_sale || 9999;
const total_quantity_sold = stockInfo[0]?.total_quantity_sold || 0;
const had_recent_stockout = stockInfo[0]?.had_recent_stockout || false;
const dq = stock.stock_quantity || 0;
const ds = daily_sales_avg || 0;
const ws = weekly_sales_avg || 0;
const ms = monthly_sales_avg || 0;
// If no stock, return immediately
if (dq === 0) {
return had_recent_stockout ? 'Critical' : 'Out of Stock';
}
// 1. Check if truly "New" (≤30 days and no sales)
if (days_since_first_stock <= 30 && total_quantity_sold === 0) {
return 'New';
}
// 2. Handle zero or very low sales velocity cases
if (ds === 0 || (ds < 0.1 && ws < 0.5)) { // Less than 1 sale per 10 days and less than 0.5 per week
if (days_since_first_stock > config.overstock_days) {
return 'Overstocked';
}
if (days_since_first_stock > 30) {
return 'At Risk';
}
}
// 3. Calculate days of supply and check velocity trends
const days_of_supply = ds > 0 ? dq / ds : 999;
const velocity_trend = ds > 0 ? (ds / (ms || ds) - 1) * 100 : 0; // Percent change from monthly to daily avg
// Critical stock level
if (days_of_supply <= config.critical_days) {
return 'Critical';
}
// Reorder cases
if (days_of_supply <= config.reorder_days ||
(had_recent_stockout && days_of_supply <= config.reorder_days * 1.5)) {
return 'Reorder';
}
// At Risk cases (multiple scenarios)
if (
// Approaching overstock threshold
(days_of_supply >= config.overstock_days * 0.8) ||
// Significant sales decline
(velocity_trend <= -50 && days_of_supply > config.reorder_days * 2) ||
// No recent sales
(days_since_last_sale > 45 && dq > 0) ||
// Very low velocity with significant stock
(ds > 0 && ds < 0.2 && dq > ds * config.overstock_days * 0.5)
) {
return 'At Risk';
}
// Overstock cases
if (days_of_supply >= config.overstock_days) {
return 'Overstocked';
}
// If none of the above conditions are met
return 'Healthy';
})();
// Calculate safety stock using configured values with proper defaults
const safety_stock = daily_sales_avg > 0 ?
Math.max(1, Math.ceil(daily_sales_avg * (config.safety_stock_days || 14) * ((config.service_level || 95.0) / 100))) :
null;
// Calculate reorder quantity and overstocked amount
let reorder_qty = 0;
let overstocked_amt = 0;
// Only calculate reorder quantity for replenishable products
if (stock.replenishable && (stock_status === 'Critical' || stock_status === 'Reorder')) {
const ds = daily_sales_avg || 0;
const lt = purchases.avg_lead_time_days || 14; // Default to 14 days if no lead time data
const sc = config.safety_stock_days || 14;
const ss = safety_stock || 0;
const dq = stock.stock_quantity || 0;
const moq = stock.moq || 1;
// Calculate desired stock level based on daily sales, lead time, coverage days, and safety stock
const desired_stock = (ds * (lt + sc)) + ss;
// Calculate raw reorder amount
const raw_reorder = Math.max(0, desired_stock - dq);
// Round up to nearest MOQ
reorder_qty = Math.ceil(raw_reorder / moq) * moq;
}
// Calculate overstocked amount for overstocked products
if (stock_status === 'Overstocked') {
const ds = daily_sales_avg || 0;
const dq = stock.stock_quantity || 0;
const lt = purchases.avg_lead_time_days || 14;
const sc = config.safety_stock_days || 14;
const ss = safety_stock || 0;
// Calculate maximum desired stock based on overstock days configuration
const max_desired_stock = (ds * config.overstock_days) + ss;
// Calculate excess inventory
overstocked_amt = Math.max(0, dq - max_desired_stock);
}
// Add to batch update
metricsUpdates.push([
product.product_id,
@@ -818,7 +953,9 @@ async function calculateMetrics() {
purchases.avg_lead_time_days || null,
purchases.last_purchase_date || null,
purchases.last_received_date || null,
stock_status
stock_status,
reorder_qty,
overstocked_amt
]);
} catch (err) {
logError(err, `Failed processing product ${product.product_id}`);
@@ -849,7 +986,9 @@ async function calculateMetrics() {
avg_lead_time_days,
last_purchase_date,
last_received_date,
stock_status
stock_status,
reorder_qty,
overstocked_amt
) VALUES ?
ON DUPLICATE KEY UPDATE
last_calculated_at = NOW(),
@@ -870,7 +1009,9 @@ async function calculateMetrics() {
avg_lead_time_days = VALUES(avg_lead_time_days),
last_purchase_date = VALUES(last_purchase_date),
last_received_date = VALUES(last_received_date),
stock_status = VALUES(stock_status)
stock_status = VALUES(stock_status),
reorder_qty = VALUES(reorder_qty),
overstocked_amt = VALUES(overstocked_amt)
`, [metricsUpdates]).catch(err => {
logError(err, `Failed to batch update metrics for ${metricsUpdates.length} products`);
throw err;

18
inventory-server/src/routes/products.js
View File

@@ -275,6 +275,8 @@ router.get('/', async (req, res) => {
pm.current_lead_time,
pm.target_lead_time,
pm.lead_time_status,
pm.reorder_qty,
pm.overstocked_amt,
COALESCE(pm.days_of_inventory / NULLIF(pt.target_days, 0), 0) as stock_coverage_ratio
FROM products p
LEFT JOIN product_metrics pm ON p.product_id = pm.product_id
@@ -323,7 +325,9 @@ router.get('/', async (req, res) => {
current_lead_time: parseFloat(row.current_lead_time) || 0,
target_lead_time: parseFloat(row.target_lead_time) || 0,
lead_time_status: row.lead_time_status || null,
stock_coverage_ratio: parseFloat(row.stock_coverage_ratio) || 0
stock_coverage_ratio: parseFloat(row.stock_coverage_ratio) || 0,
reorder_qty: parseInt(row.reorder_qty) || 0,
overstocked_amt: parseInt(row.overstocked_amt) || 0
}));
res.json({
@@ -507,7 +511,9 @@ router.get('/:id', async (req, res) => {
avg_lead_time_days: parseInt(rows[0].avg_lead_time_days) || 0,
current_lead_time: parseInt(rows[0].current_lead_time) || 0,
target_lead_time: parseInt(rows[0].target_lead_time) || 14,
lead_time_status: rows[0].lead_time_status || 'Unknown'
lead_time_status: rows[0].lead_time_status || 'Unknown',
reorder_qty: parseInt(rows[0].reorder_qty) || 0,
overstocked_amt: parseInt(rows[0].overstocked_amt) || 0
},
// Vendor performance (if available)
@@ -645,7 +651,9 @@ router.get('/:id/metrics', async (req, res) => {
COALESCE(pm.avg_lead_time_days, 0) as avg_lead_time_days,
COALESCE(pm.current_lead_time, 0) as current_lead_time,
COALESCE(pm.target_lead_time, 14) as target_lead_time,
COALESCE(pm.lead_time_status, 'Unknown') as lead_time_status
COALESCE(pm.lead_time_status, 'Unknown') as lead_time_status,
COALESCE(pm.reorder_qty, 0) as reorder_qty,
COALESCE(pm.overstocked_amt, 0) as overstocked_amt
FROM products p
LEFT JOIN product_metrics pm ON p.product_id = pm.product_id
LEFT JOIN inventory_status is ON p.product_id = is.product_id
@@ -670,7 +678,9 @@ router.get('/:id/metrics', async (req, res) => {
avg_lead_time_days: 0,
current_lead_time: 0,
target_lead_time: 14,
lead_time_status: 'Unknown'
lead_time_status: 'Unknown',
reorder_qty: 0,
overstocked_amt: 0
});
return;
}