Add new filter options and metrics to product filters and pages; enhance SQL schema for financial calculations

inventory-server/db/config-schema.sql

@@ -154,6 +154,24 @@ CREATE TRIGGER update_sales_seasonality_updated
     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 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)
@@ -203,6 +221,17 @@ VALUES
 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;
+
 -- View to show thresholds with category names
 CREATE OR REPLACE VIEW stock_thresholds_view AS
 SELECT 

inventory-server/db/metrics-schema.sql

@@ -11,15 +11,17 @@ CREATE TABLE temp_sales_metrics (
     avg_margin_percent DECIMAL(10,3),
     first_sale_date DATE,
     last_sale_date DATE,
+    stddev_daily_sales DECIMAL(10,3),
     PRIMARY KEY (pid)
 );
 
 CREATE TABLE temp_purchase_metrics (
     pid BIGINT NOT NULL,
-    avg_lead_time_days INTEGER,
+    avg_lead_time_days DECIMAL(10,2),
     last_purchase_date DATE,
     first_received_date DATE,
     last_received_date DATE,
+    stddev_lead_time_days DECIMAL(10,2),
     PRIMARY KEY (pid)
 );
 
@@ -50,7 +52,7 @@ CREATE TABLE product_metrics (
     gross_profit DECIMAL(10,3),
     gmroi DECIMAL(10,3),
     -- Purchase metrics
-    avg_lead_time_days INTEGER,
+    avg_lead_time_days DECIMAL(10,2),
     last_purchase_date DATE,
     first_received_date DATE,
     last_received_date DATE,

inventory-server/db/schema.sql

@@ -7,7 +7,7 @@ BEGIN
     -- Check which table is being updated and use the appropriate column
     IF TG_TABLE_NAME = 'categories' THEN
         NEW.updated_at = CURRENT_TIMESTAMP;
-    ELSE
+    ELSIF TG_TABLE_NAME IN ('products', 'orders', 'purchase_orders') THEN
         NEW.updated = CURRENT_TIMESTAMP;
     END IF;
     RETURN NEW;
@@ -91,6 +91,7 @@ CREATE TABLE categories (
     description TEXT,
     created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
     updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
+    updated TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
     status VARCHAR(20) DEFAULT 'active',
     FOREIGN KEY (parent_id) REFERENCES categories(cat_id)
 );