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Import/metrics calc fixes

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Matt
2026-02-08 22:44:57 -05:00
parent 12cc7a4639
commit 7c41a7f799
11 changed files with 828 additions and 55 deletions
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24
inventory-server/scripts/metrics-new/backfill/rebuild_daily_snapshots.sql
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@@ -13,7 +13,7 @@ DECLARE
_begin_date DATE := (SELECT MIN(date)::date FROM orders WHERE date >= '2020-01-01'); -- Starting point: captures all historical order data
_end_date DATE := CURRENT_DATE;
BEGIN
RAISE NOTICE 'Beginning daily snapshots rebuild from % to %. Starting at %', _begin_date, _end_date, _start_time;
RAISE NOTICE 'Begicnning daily snapshots rebuild from % to %. Starting at %', _begin_date, _end_date, _start_time;
-- First truncate the existing snapshots to ensure a clean slate
TRUNCATE TABLE public.daily_product_snapshots;
@@ -36,7 +36,13 @@ BEGIN
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 COALESCE(o.costeach, 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
COALESCE(
o.costeach,
get_weighted_avg_cost(p.pid, o.date::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,
-- Aggregate Returns (Quantity < 0 or Status = Returned)
@@ -63,15 +69,17 @@ BEGIN
GROUP BY r.pid
HAVING COUNT(DISTINCT r.receiving_id) > 0 OR SUM(r.qty_each) > 0
),
-- Get stock quantities for the day - note this is approximate since we're using current products data
-- Use historical stock from stock_snapshots when available,
-- falling back to current stock from products table
StockData AS (
SELECT
p.pid,
p.stock_quantity,
COALESCE(p.cost_price, 0.00) as effective_cost_price,
COALESCE(ss.stock_quantity, p.stock_quantity) AS stock_quantity,
COALESCE(ss.stock_value, p.stock_quantity * COALESCE(p.cost_price, 0.00)) AS stock_value,
COALESCE(p.price, 0.00) as current_price,
COALESCE(p.regular_price, 0.00) as current_regular_price
FROM public.products p
LEFT JOIN stock_snapshots ss ON p.pid = ss.pid AND ss.snapshot_date = _date
)
INSERT INTO public.daily_product_snapshots (
snapshot_date,
@@ -99,9 +107,9 @@ BEGIN
_date AS snapshot_date,
COALESCE(sd.pid, rd.pid) AS pid,
sd.sku,
-- Use current stock as approximation, since historical stock data may not be available
-- Historical stock from stock_snapshots, falls back to current stock
s.stock_quantity AS eod_stock_quantity,
s.stock_quantity * s.effective_cost_price AS eod_stock_cost,
s.stock_value AS eod_stock_cost,
s.stock_quantity * s.current_price AS eod_stock_retail,
s.stock_quantity * s.current_regular_price AS eod_stock_gross,
(s.stock_quantity <= 0) AS stockout_flag,
@@ -114,7 +122,7 @@ BEGIN
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.gross_regular_revenue, 0.00),
(COALESCE(sd.gross_revenue_unadjusted, 0.00) - COALESCE(sd.discounts, 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) AS profit,
-- Receiving metrics
COALESCE(rd.units_received, 0),
COALESCE(rd.cost_received, 0.00),