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)
 );

inventory-server/scripts/calculate-metrics.js

@@ -57,25 +57,16 @@ const TEMP_TABLES = [
     'temp_daily_sales',
     'temp_product_stats',
     'temp_category_sales',
-    'temp_category_stats'
+    'temp_category_stats',
+    'temp_beginning_inventory',
+    'temp_monthly_inventory'
 ];
 
 // Add cleanup function for temporary tables
 async function cleanupTemporaryTables(connection) {
-    // List of possible temporary tables that might exist
-    const tempTables = [
-        'temp_sales_metrics',
-        'temp_purchase_metrics',
-        'temp_forecast_dates',
-        'temp_daily_sales',
-        'temp_product_stats',
-        'temp_category_sales',
-        'temp_category_stats'
-    ];
-    
     try {
         // Drop each temporary table if it exists
-        for (const table of tempTables) {
+        for (const table of TEMP_TABLES) {
             await connection.query(`DROP TABLE IF EXISTS ${table}`);
         }
     } catch (err) {
@@ -534,7 +525,7 @@ async function calculateMetrics() {
                 await connection.query(`
                     UPDATE calculate_history 
                     SET 
-                        status = 'error',
+                        status = 'failed',
                         end_time = NOW(),
                         duration_seconds = EXTRACT(EPOCH FROM (NOW() - start_time))::INTEGER,
                         error_message = $1

inventory-server/scripts/import-from-prod.js

@@ -10,9 +10,9 @@ const importPurchaseOrders = require('./import/purchase-orders');
 dotenv.config({ path: path.join(__dirname, "../.env") });
 
 // Constants to control which imports run
-const IMPORT_CATEGORIES = false;
-const IMPORT_PRODUCTS = false;
-const IMPORT_ORDERS = false;
+const IMPORT_CATEGORIES = true;
+const IMPORT_PRODUCTS = true;
+const IMPORT_ORDERS = true;
 const IMPORT_PURCHASE_ORDERS = true;
 
 // Add flag for incremental updates
@@ -169,8 +169,8 @@ async function main() {
       if (isImportCancelled) throw new Error("Import cancelled");
       completedSteps++;
       console.log('Categories import result:', results.categories);
-      totalRecordsAdded += parseInt(results.categories?.recordsAdded || 0) || 0;
-      totalRecordsUpdated += parseInt(results.categories?.recordsUpdated || 0) || 0;
+      totalRecordsAdded += parseInt(results.categories?.recordsAdded || 0);
+      totalRecordsUpdated += parseInt(results.categories?.recordsUpdated || 0);
     }
 
     if (IMPORT_PRODUCTS) {
@@ -178,8 +178,8 @@ async function main() {
       if (isImportCancelled) throw new Error("Import cancelled");
       completedSteps++;
       console.log('Products import result:', results.products);
-      totalRecordsAdded += parseInt(results.products?.recordsAdded || 0) || 0;
-      totalRecordsUpdated += parseInt(results.products?.recordsUpdated || 0) || 0;
+      totalRecordsAdded += parseInt(results.products?.recordsAdded || 0);
+      totalRecordsUpdated += parseInt(results.products?.recordsUpdated || 0);
     }
 
     if (IMPORT_ORDERS) {
@@ -187,8 +187,8 @@ async function main() {
       if (isImportCancelled) throw new Error("Import cancelled");
       completedSteps++;
       console.log('Orders import result:', results.orders);
-      totalRecordsAdded += parseInt(results.orders?.recordsAdded || 0) || 0;
-      totalRecordsUpdated += parseInt(results.orders?.recordsUpdated || 0) || 0;
+      totalRecordsAdded += parseInt(results.orders?.recordsAdded || 0);
+      totalRecordsUpdated += parseInt(results.orders?.recordsUpdated || 0);
     }
 
     if (IMPORT_PURCHASE_ORDERS) {
@@ -202,8 +202,8 @@ async function main() {
         if (results.purchaseOrders?.status === 'error') {
           console.error('Purchase orders import had an error:', results.purchaseOrders.error);
         } else {
-          totalRecordsAdded += parseInt(results.purchaseOrders?.recordsAdded || 0) || 0;
-          totalRecordsUpdated += parseInt(results.purchaseOrders?.recordsUpdated || 0) || 0;
+          totalRecordsAdded += parseInt(results.purchaseOrders?.recordsAdded || 0);
+          totalRecordsUpdated += parseInt(results.purchaseOrders?.recordsUpdated || 0);
         }
       } catch (error) {
         console.error('Error during purchase orders import:', error);
@@ -242,8 +242,8 @@ async function main() {
       WHERE id = $12
     `, [
       totalElapsedSeconds,
-      parseInt(totalRecordsAdded) || 0,
-      parseInt(totalRecordsUpdated) || 0,
+      parseInt(totalRecordsAdded),
+      parseInt(totalRecordsUpdated),
       IMPORT_CATEGORIES,
       IMPORT_PRODUCTS,
       IMPORT_ORDERS,

inventory-server/scripts/import/categories.js

@@ -16,6 +16,9 @@ async function importCategories(prodConnection, localConnection) {
     // Start a single transaction for the entire import
     await localConnection.query('BEGIN');
     
+    // Temporarily disable the trigger that's causing problems
+    await localConnection.query('ALTER TABLE categories DISABLE TRIGGER update_categories_updated_at');
+
     // Process each type in order with its own savepoint
     for (const type of typeOrder) {
       try {
@@ -150,6 +153,9 @@ async function importCategories(prodConnection, localConnection) {
         last_sync_timestamp = NOW()
     `);
     
+    // Re-enable the trigger
+    await localConnection.query('ALTER TABLE categories ENABLE TRIGGER update_categories_updated_at');
+
     outputProgress({
       status: "complete",
       operation: "Categories import completed",
@@ -178,6 +184,9 @@ async function importCategories(prodConnection, localConnection) {
     // Only rollback if we haven't committed yet
     try {
       await localConnection.query('ROLLBACK');
+      
+      // Make sure we re-enable the trigger even if there was an error
+      await localConnection.query('ALTER TABLE categories ENABLE TRIGGER update_categories_updated_at');
     } catch (rollbackError) {
       console.error("Error during rollback:", rollbackError);
     }

inventory-server/scripts/import/purchase-orders.js

@@ -590,7 +590,7 @@ async function importPurchaseOrders(prodConnection, localConnection, incremental
             ordered, po_cost_price, supplier_id, date_created, date_ordered
           )
           SELECT 
-            'R' || r.receiving_id as po_id,
+            r.receiving_id::text as po_id,
             r.pid,
             COALESCE(p.sku, 'NO-SKU') as sku,
             COALESCE(p.name, 'Unknown Product') as name,
@@ -626,7 +626,7 @@ async function importPurchaseOrders(prodConnection, localConnection, incremental
             po_id, pid, receiving_id, allocated_qty, cost_each, received_date, received_by
           )
           SELECT 
-            'R' || r.receiving_id as po_id,
+            r.receiving_id::text as po_id,
             r.pid,
             r.receiving_id,
             r.qty_each as allocated_qty,

inventory-server/scripts/metrics/financial-metrics.js

@@ -56,36 +56,94 @@ async function calculateFinancialMetrics(startTime, totalProducts, processedCoun
             }
         });
 
-        // Calculate financial metrics with optimized query
+        // First, calculate beginning inventory values (12 months ago)
+        await connection.query(`
+            CREATE TEMPORARY TABLE IF NOT EXISTS temp_beginning_inventory AS
+            WITH beginning_inventory_calc AS (
+                SELECT 
+                    p.pid,
+                    p.stock_quantity as current_quantity,
+                    COALESCE(SUM(o.quantity), 0) as sold_quantity,
+                    COALESCE(SUM(po.received), 0) as received_quantity,
+                    GREATEST(0, (p.stock_quantity + COALESCE(SUM(o.quantity), 0) - COALESCE(SUM(po.received), 0))) as beginning_quantity,
+                    p.cost_price
+                FROM 
+                    products p
+                LEFT JOIN 
+                    orders o ON p.pid = o.pid 
+                    AND o.canceled = false 
+                    AND o.date >= CURRENT_DATE - INTERVAL '12 months'::interval
+                LEFT JOIN 
+                    purchase_orders po ON p.pid = po.pid 
+                    AND po.received_date IS NOT NULL 
+                    AND po.received_date >= CURRENT_DATE - INTERVAL '12 months'::interval
+                GROUP BY 
+                    p.pid, p.stock_quantity, p.cost_price
+            )
+            SELECT 
+                pid,
+                beginning_quantity,
+                beginning_quantity * cost_price as beginning_value,
+                current_quantity * cost_price as current_value,
+                ((beginning_quantity * cost_price) + (current_quantity * cost_price)) / 2 as average_inventory_value
+            FROM 
+                beginning_inventory_calc
+        `);
+
+        processedCount = Math.floor(totalProducts * 0.60);
+        outputProgress({
+            status: 'running',
+            operation: 'Beginning inventory values calculated, computing financial metrics',
+            current: processedCount,
+            total: totalProducts,
+            elapsed: formatElapsedTime(startTime),
+            remaining: estimateRemaining(startTime, processedCount, totalProducts),
+            rate: calculateRate(startTime, processedCount),
+            percentage: ((processedCount / totalProducts) * 100).toFixed(1),
+            timing: {
+                start_time: new Date(startTime).toISOString(),
+                end_time: new Date().toISOString(),
+                elapsed_seconds: Math.round((Date.now() - startTime) / 1000)
+            }
+        });
+
+        // Calculate financial metrics with optimized query and standard formulas
         await connection.query(`
             WITH product_financials AS (
                 SELECT 
                     p.pid,
-                    p.cost_price * p.stock_quantity as inventory_value,
-                    SUM(o.quantity * o.price) as total_revenue,
-                    SUM(o.quantity * p.cost_price) as cost_of_goods_sold,
-                    SUM(o.quantity * (o.price - p.cost_price)) as gross_profit,
+                    COALESCE(bi.average_inventory_value, p.cost_price * p.stock_quantity) as avg_inventory_value,
+                    p.cost_price * p.stock_quantity as current_inventory_value,
+                    SUM(o.quantity * (o.price - COALESCE(o.discount, 0))) as total_revenue,
+                    SUM(o.quantity * COALESCE(o.costeach, 0)) as cost_of_goods_sold,
+                    SUM(o.quantity * (o.price - COALESCE(o.discount, 0) - COALESCE(o.costeach, 0))) as gross_profit,
                     MIN(o.date) as first_sale_date,
                     MAX(o.date) as last_sale_date,
                     EXTRACT(DAY FROM (MAX(o.date)::timestamp with time zone - MIN(o.date)::timestamp with time zone)) + 1 as calculation_period_days,
                     COUNT(DISTINCT DATE(o.date)) as active_days
                 FROM products p
                 LEFT JOIN orders o ON p.pid = o.pid
+                LEFT JOIN temp_beginning_inventory bi ON p.pid = bi.pid
                 WHERE o.canceled = false
-                    AND DATE(o.date) >= CURRENT_DATE - INTERVAL '12 months'
-                GROUP BY p.pid, p.cost_price, p.stock_quantity
+                    AND DATE(o.date) >= CURRENT_DATE - INTERVAL '12 months'::interval
+                GROUP BY p.pid, p.cost_price, p.stock_quantity, bi.average_inventory_value
             )
             UPDATE product_metrics pm
             SET 
-                inventory_value = COALESCE(pf.inventory_value, 0),
-                total_revenue = COALESCE(pf.total_revenue, 0),
-                cost_of_goods_sold = COALESCE(pf.cost_of_goods_sold, 0),
-                gross_profit = COALESCE(pf.gross_profit, 0),
-                gmroi = CASE 
-                    WHEN COALESCE(pf.inventory_value, 0) > 0 AND pf.active_days > 0 THEN 
-                        (COALESCE(pf.gross_profit, 0) * (365.0 / pf.active_days)) / COALESCE(pf.inventory_value, 0)
+                inventory_value = COALESCE(pf.current_inventory_value, 0)::decimal(10,3),
+                total_revenue = COALESCE(pf.total_revenue, 0)::decimal(10,3),
+                cost_of_goods_sold = COALESCE(pf.cost_of_goods_sold, 0)::decimal(10,3),
+                gross_profit = COALESCE(pf.gross_profit, 0)::decimal(10,3),
+                turnover_rate = CASE 
+                    WHEN COALESCE(pf.avg_inventory_value, 0) > 0 THEN 
+                        COALESCE(pf.cost_of_goods_sold, 0) / NULLIF(pf.avg_inventory_value, 0)
                     ELSE 0 
-                END,
+                END::decimal(12,3),
+                gmroi = CASE 
+                    WHEN COALESCE(pf.avg_inventory_value, 0) > 0 THEN 
+                        COALESCE(pf.gross_profit, 0) / NULLIF(pf.avg_inventory_value, 0)
+                    ELSE 0 
+                END::decimal(10,3),
                 last_calculated_at = CURRENT_TIMESTAMP
             FROM product_financials pf
             WHERE pm.pid = pf.pid
@@ -115,53 +173,8 @@ async function calculateFinancialMetrics(startTime, totalProducts, processedCoun
             success
         };
 
-        // Update time-based aggregates with optimized query
-        await connection.query(`
-            WITH monthly_financials AS (
-                SELECT 
-                    p.pid,
-                    EXTRACT(YEAR FROM o.date::timestamp with time zone) as year,
-                    EXTRACT(MONTH FROM o.date::timestamp with time zone) as month,
-                    p.cost_price * p.stock_quantity as inventory_value,
-                    SUM(o.quantity * (o.price - p.cost_price)) as gross_profit,
-                    COUNT(DISTINCT DATE(o.date)) as active_days,
-                    MIN(o.date) as period_start,
-                    MAX(o.date) as period_end
-                FROM products p
-                LEFT JOIN orders o ON p.pid = o.pid
-                WHERE o.canceled = false
-                GROUP BY p.pid, EXTRACT(YEAR FROM o.date::timestamp with time zone), EXTRACT(MONTH FROM o.date::timestamp with time zone), p.cost_price, p.stock_quantity
-            )
-            UPDATE product_time_aggregates pta
-            SET 
-                inventory_value = COALESCE(mf.inventory_value, 0),
-                gmroi = CASE 
-                    WHEN COALESCE(mf.inventory_value, 0) > 0 AND mf.active_days > 0 THEN 
-                        (COALESCE(mf.gross_profit, 0) * (365.0 / mf.active_days)) / COALESCE(mf.inventory_value, 0)
-                    ELSE 0 
-                END
-            FROM monthly_financials mf
-            WHERE pta.pid = mf.pid 
-                AND pta.year = mf.year 
-                AND pta.month = mf.month
-        `);
-
-        processedCount = Math.floor(totalProducts * 0.70);
-        outputProgress({
-            status: 'running',
-            operation: 'Time-based aggregates updated',
-            current: processedCount,
-            total: totalProducts,
-            elapsed: formatElapsedTime(startTime),
-            remaining: estimateRemaining(startTime, processedCount, totalProducts),
-            rate: calculateRate(startTime, processedCount),
-            percentage: ((processedCount / totalProducts) * 100).toFixed(1),
-            timing: {
-                start_time: new Date(startTime).toISOString(),
-                end_time: new Date().toISOString(),
-                elapsed_seconds: Math.round((Date.now() - startTime) / 1000)
-            }
-        });
+        // Clean up temporary tables
+        await connection.query('DROP TABLE IF EXISTS temp_beginning_inventory');
 
         // If we get here, everything completed successfully
         success = true;
@@ -187,6 +200,12 @@ async function calculateFinancialMetrics(startTime, totalProducts, processedCoun
         throw error;
     } finally {
         if (connection) {
+            try {
+                // Make sure temporary tables are always cleaned up
+                await connection.query('DROP TABLE IF EXISTS temp_beginning_inventory');
+            } catch (err) {
+                console.error('Error cleaning up temp tables:', err);
+            }
             connection.release();
         }
     }

inventory-server/scripts/metrics/product-metrics.js

@@ -66,8 +66,36 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
             WHERE category_id IS NULL AND vendor IS NULL
             LIMIT 1
         `);
+        
+        // Check if threshold data was returned
+        if (!thresholds.rows || thresholds.rows.length === 0) {
+            console.warn('No default thresholds found in the database. Using explicit type casting in the query.');
+        }
+        
         const defaultThresholds = thresholds.rows[0];
 
+        // Get financial calculation configuration parameters
+        const financialConfig = await connection.query(`
+            SELECT 
+                order_cost, 
+                holding_rate, 
+                service_level_z_score,
+                min_reorder_qty,
+                default_reorder_qty,
+                default_safety_stock
+            FROM financial_calc_config 
+            WHERE id = 1
+            LIMIT 1
+        `);
+        const finConfig = financialConfig.rows[0] || { 
+            order_cost: 25.00, 
+            holding_rate: 0.25, 
+            service_level_z_score: 1.96,
+            min_reorder_qty: 1,
+            default_reorder_qty: 5,
+            default_safety_stock: 5
+        };
+
         // Calculate base product metrics
         if (!SKIP_PRODUCT_BASE_METRICS) {
             outputProgress({
@@ -109,6 +137,7 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                     avg_margin_percent DECIMAL(10,3),
                     first_sale_date DATE,
                     last_sale_date DATE,
+                    stddev_daily_sales DECIMAL(10,3),
                     PRIMARY KEY (pid)
                 )
             `);
@@ -117,10 +146,11 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
             await connection.query(`
                 CREATE TEMPORARY TABLE temp_purchase_metrics (
                     pid BIGINT NOT NULL,
-                    avg_lead_time_days DOUBLE PRECISION,
+                    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)
                 )
             `);
@@ -140,11 +170,22 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                         ELSE 0 
                     END as avg_margin_percent,
                     MIN(o.date) as first_sale_date,
-                    MAX(o.date) as last_sale_date
+                    MAX(o.date) as last_sale_date,
+                    COALESCE(STDDEV_SAMP(daily_qty.quantity), 0) as stddev_daily_sales
                 FROM products p
                 LEFT JOIN orders o ON p.pid = o.pid 
                     AND o.canceled = false
                     AND o.date >= CURRENT_DATE - INTERVAL '90 days'
+                LEFT JOIN (
+                    SELECT 
+                        pid, 
+                        DATE(date) as sale_date, 
+                        SUM(quantity) as quantity
+                    FROM orders
+                    WHERE canceled = false
+                    AND date >= CURRENT_DATE - INTERVAL '90 days'
+                    GROUP BY pid, DATE(date)
+                ) daily_qty ON p.pid = daily_qty.pid
                 GROUP BY p.pid
             `);
 
@@ -163,7 +204,14 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                         ) as avg_lead_time_days,
                         MAX(po.date) as last_purchase_date,
                         MIN(po.received_date) as first_received_date,
-                        MAX(po.received_date) as last_received_date
+                        MAX(po.received_date) as last_received_date,
+                        STDDEV_SAMP(
+                            CASE 
+                                WHEN po.received_date IS NOT NULL AND po.date IS NOT NULL 
+                                THEN EXTRACT(EPOCH FROM (po.received_date::timestamp with time zone - po.date::timestamp with time zone)) / 86400.0
+                                ELSE NULL
+                            END
+                        ) as stddev_lead_time_days
                     FROM products p
                     LEFT JOIN purchase_orders po ON p.pid = po.pid 
                         AND po.received_date IS NOT NULL
@@ -184,7 +232,8 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                         30.0 as avg_lead_time_days,
                         NULL as last_purchase_date,
                         NULL as first_received_date,
-                        NULL as last_received_date
+                        NULL as last_received_date,
+                        0.0 as stddev_lead_time_days
                     FROM products p
                     LEFT JOIN temp_purchase_metrics tpm ON p.pid = tpm.pid
                     WHERE tpm.pid IS NULL
@@ -208,6 +257,17 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                 if (batch.rows.length === 0) break;
 
                 // Process the entire batch in a single efficient query
+                const lowStockThreshold = parseInt(defaultThresholds?.low_stock_threshold) || 5;
+                const criticalDays = parseInt(defaultThresholds?.critical_days) || 7;
+                const reorderDays = parseInt(defaultThresholds?.reorder_days) || 14;
+                const overstockDays = parseInt(defaultThresholds?.overstock_days) || 90;
+                const serviceLevel = parseFloat(finConfig?.service_level_z_score) || 1.96;
+                const defaultSafetyStock = parseInt(finConfig?.default_safety_stock) || 5;
+                const defaultReorderQty = parseInt(finConfig?.default_reorder_qty) || 5;
+                const orderCost = parseFloat(finConfig?.order_cost) || 25.00;
+                const holdingRate = parseFloat(finConfig?.holding_rate) || 0.25;
+                const minReorderQty = parseInt(finConfig?.min_reorder_qty) || 1;
+
                 await connection.query(`
                     UPDATE product_metrics pm
                     SET 
@@ -219,7 +279,7 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                         avg_margin_percent = COALESCE(sm.avg_margin_percent, 0),
                         first_sale_date = sm.first_sale_date,
                         last_sale_date = sm.last_sale_date,
-                        avg_lead_time_days = COALESCE(lm.avg_lead_time_days, 30),
+                        avg_lead_time_days = COALESCE(lm.avg_lead_time_days, 30.0),
                         days_of_inventory = CASE 
                             WHEN COALESCE(sm.daily_sales_avg, 0) > 0 
                             THEN FLOOR(p.stock_quantity / NULLIF(sm.daily_sales_avg, 0))
@@ -232,57 +292,61 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                         END,
                         stock_status = CASE
                             WHEN p.stock_quantity <= 0 THEN 'Out of Stock'
-                            WHEN COALESCE(sm.daily_sales_avg, 0) = 0 AND p.stock_quantity <= $1 THEN 'Low Stock'
+                            WHEN COALESCE(sm.daily_sales_avg, 0) = 0 AND p.stock_quantity <= ${lowStockThreshold} THEN 'Low Stock'
                             WHEN COALESCE(sm.daily_sales_avg, 0) = 0 THEN 'In Stock'
-                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) <= $2 THEN 'Critical'
-                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) <= $3 THEN 'Reorder'
-                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) > $4 THEN 'Overstocked'
+                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) <= ${criticalDays} THEN 'Critical'
+                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) <= ${reorderDays} THEN 'Reorder'
+                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) > ${overstockDays} THEN 'Overstocked'
                             ELSE 'Healthy'
                         END,
                         safety_stock = CASE
-                            WHEN COALESCE(sm.daily_sales_avg, 0) > 0 THEN
-                                CEIL(sm.daily_sales_avg * SQRT(ABS(COALESCE(lm.avg_lead_time_days, 30))) * 1.96)
-                            ELSE $5
+                            WHEN COALESCE(sm.daily_sales_avg, 0) > 0 AND COALESCE(lm.avg_lead_time_days, 0) > 0 THEN
+                                CEIL(
+                                    ${serviceLevel} * SQRT(
+                                        GREATEST(0, COALESCE(lm.avg_lead_time_days, 0)) * POWER(COALESCE(sm.stddev_daily_sales, 0), 2) +
+                                        POWER(COALESCE(sm.daily_sales_avg, 0), 2) * POWER(COALESCE(lm.stddev_lead_time_days, 0), 2)
+                                    )
+                                )
+                            ELSE ${defaultSafetyStock}
                         END,
                         reorder_point = CASE
                             WHEN COALESCE(sm.daily_sales_avg, 0) > 0 THEN
-                                CEIL(sm.daily_sales_avg * COALESCE(lm.avg_lead_time_days, 30)) + 
-                                CEIL(sm.daily_sales_avg * SQRT(ABS(COALESCE(lm.avg_lead_time_days, 30))) * 1.96)
-                            ELSE $6
+                                CEIL(sm.daily_sales_avg * GREATEST(0, COALESCE(lm.avg_lead_time_days, 30.0))) + 
+                                (CASE
+                                    WHEN COALESCE(sm.daily_sales_avg, 0) > 0 AND COALESCE(lm.avg_lead_time_days, 0) > 0 THEN
+                                        CEIL(
+                                            ${serviceLevel} * SQRT(
+                                                GREATEST(0, COALESCE(lm.avg_lead_time_days, 0)) * POWER(COALESCE(sm.stddev_daily_sales, 0), 2) +
+                                                POWER(COALESCE(sm.daily_sales_avg, 0), 2) * POWER(COALESCE(lm.stddev_lead_time_days, 0), 2)
+                                            )
+                                        )
+                                    ELSE ${defaultSafetyStock}
+                                END)
+                            ELSE ${lowStockThreshold}
                         END,
                         reorder_qty = CASE
                             WHEN COALESCE(sm.daily_sales_avg, 0) > 0 AND NULLIF(p.cost_price, 0) IS NOT NULL AND NULLIF(p.cost_price, 0) > 0 THEN
                                 GREATEST(
-                                    CEIL(SQRT(ABS((2 * (sm.daily_sales_avg * 365) * 25) / (NULLIF(p.cost_price, 0) * 0.25)))),
-                                    $7
+                                    CEIL(SQRT(
+                                        (2 * (sm.daily_sales_avg * 365) * ${orderCost}) / 
+                                        NULLIF(p.cost_price * ${holdingRate}, 0) 
+                                    )),
+                                    ${minReorderQty}
                                 )
-                            ELSE $8
+                            ELSE ${defaultReorderQty}
                         END,
                         overstocked_amt = CASE
-                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) > $9 
-                            THEN GREATEST(0, p.stock_quantity - CEIL(sm.daily_sales_avg * $10))
+                            WHEN p.stock_quantity / NULLIF(sm.daily_sales_avg, 0) > ${overstockDays} 
+                            THEN GREATEST(0, p.stock_quantity - CEIL(sm.daily_sales_avg * ${overstockDays}))
                             ELSE 0
                         END,
                         last_calculated_at = NOW()
                     FROM products p
                     LEFT JOIN temp_sales_metrics sm ON p.pid = sm.pid
                     LEFT JOIN temp_purchase_metrics lm ON p.pid = lm.pid
-                    WHERE p.pid = ANY($11::bigint[])
+                    WHERE p.pid = ANY($1::BIGINT[])
                     AND pm.pid = p.pid
-                `,
-                [
-                    defaultThresholds.low_stock_threshold,
-                    defaultThresholds.critical_days,
-                    defaultThresholds.reorder_days,
-                    defaultThresholds.overstock_days,
-                    defaultThresholds.low_stock_threshold,
-                    defaultThresholds.low_stock_threshold,
-                    defaultThresholds.low_stock_threshold,
-                    defaultThresholds.low_stock_threshold,
-                    defaultThresholds.overstock_days,
-                    defaultThresholds.overstock_days,
-                    batch.rows.map(row => row.pid)
-                ]);
+                `, [batch.rows.map(row => row.pid)]);
 
                 lastPid = batch.rows[batch.rows.length - 1].pid;
                 processedCount += batch.rows.length;
@@ -311,25 +375,22 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
         }
 
         // Calculate forecast accuracy and bias in batches
-        lastPid = 0;
+        let forecastPid = 0;
         while (true) {
             if (isCancelled) break;
 
-            const batch = await connection.query(
+            const forecastBatch = await connection.query(
                 'SELECT pid FROM products WHERE pid > $1 ORDER BY pid LIMIT $2',
-                [lastPid, BATCH_SIZE]
+                [forecastPid, BATCH_SIZE]
             );
 
-            if (batch.rows.length === 0) break;
+            if (forecastBatch.rows.length === 0) break;
 
+            const forecastPidArray = forecastBatch.rows.map(row => row.pid);
+
+            // Use array_to_string to convert the array to a string of comma-separated values
             await connection.query(`
-                UPDATE product_metrics pm
-                SET 
-                    forecast_accuracy = GREATEST(0, 100 - LEAST(fa.avg_forecast_error, 100)),
-                    forecast_bias = GREATEST(-100, LEAST(fa.avg_forecast_bias, 100)),
-                    last_forecast_date = fa.last_forecast_date,
-                    last_calculated_at = NOW()
-                FROM (
+                WITH forecast_metrics AS (
                     SELECT 
                         sf.pid,
                         AVG(CASE 
@@ -348,13 +409,20 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                         AND DATE(o.date) = sf.forecast_date
                     WHERE o.canceled = false
                         AND sf.forecast_date >= CURRENT_DATE - INTERVAL '90 days'
-                        AND sf.pid = ANY($1::bigint[])
+                        AND sf.pid = ANY('{${forecastPidArray.join(',')}}'::BIGINT[])
                     GROUP BY sf.pid
-                ) fa
-                WHERE pm.pid = fa.pid
-            `, [batch.rows.map(row => row.pid)]);
+                )
+                UPDATE product_metrics pm
+                SET 
+                    forecast_accuracy = GREATEST(0, 100 - LEAST(fm.avg_forecast_error, 100)),
+                    forecast_bias = GREATEST(-100, LEAST(fm.avg_forecast_bias, 100)),
+                    last_forecast_date = fm.last_forecast_date,
+                    last_calculated_at = NOW()
+                FROM forecast_metrics fm
+                WHERE pm.pid = fm.pid
+            `);
 
-            lastPid = batch.rows[batch.rows.length - 1].pid;
+            forecastPid = forecastBatch.rows[forecastBatch.rows.length - 1].pid;
         }
 
         // Calculate product time aggregates
@@ -375,61 +443,12 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                 }
             });
 
-            // Calculate time-based aggregates
-            await connection.query(`
-                INSERT INTO product_time_aggregates (
-                    pid,
-                    year,
-                    month,
-                    total_quantity_sold,
-                    total_revenue,
-                    total_cost,
-                    order_count,
-                    avg_price,
-                    profit_margin,
-                    inventory_value,
-                    gmroi
-                )
-                SELECT 
-                    p.pid,
-                    EXTRACT(YEAR FROM o.date::timestamp with time zone) as year,
-                    EXTRACT(MONTH FROM o.date::timestamp with time zone) as month,
-                    SUM(o.quantity) as total_quantity_sold,
-                    SUM(o.price * o.quantity) as total_revenue,
-                    SUM(p.cost_price * o.quantity) as total_cost,
-                    COUNT(DISTINCT o.order_number) as order_count,
-                    AVG(o.price) as avg_price,
-                    CASE 
-                        WHEN SUM(o.quantity * o.price) > 0 
-                        THEN ((SUM(o.quantity * o.price) - SUM(o.quantity * p.cost_price)) / SUM(o.quantity * o.price)) * 100
-                        ELSE 0 
-                    END as profit_margin,
-                    p.cost_price * p.stock_quantity as inventory_value,
-                    CASE 
-                        WHEN p.cost_price * p.stock_quantity > 0 
-                        THEN (SUM(o.quantity * (o.price - p.cost_price))) / (p.cost_price * p.stock_quantity)
-                        ELSE 0 
-                    END as gmroi
-                FROM products p
-                LEFT JOIN orders o ON p.pid = o.pid AND o.canceled = false
-                WHERE o.date >= CURRENT_DATE - INTERVAL '12 months'
-                GROUP BY p.pid, EXTRACT(YEAR FROM o.date::timestamp with time zone), EXTRACT(MONTH FROM o.date::timestamp with time zone)
-                ON CONFLICT (pid, year, month) DO UPDATE
-                SET
-                    total_quantity_sold = EXCLUDED.total_quantity_sold,
-                    total_revenue = EXCLUDED.total_revenue,
-                    total_cost = EXCLUDED.total_cost,
-                    order_count = EXCLUDED.order_count,
-                    avg_price = EXCLUDED.avg_price,
-                    profit_margin = EXCLUDED.profit_margin,
-                    inventory_value = EXCLUDED.inventory_value,
-                    gmroi = EXCLUDED.gmroi
-            `);
-
+            // Note: The time-aggregates calculation has been moved to time-aggregates.js
+            // This module will not duplicate that functionality
             processedCount = Math.floor(totalProducts * 0.6);
             outputProgress({
                 status: 'running',
-                operation: 'Product time aggregates calculated',
+                operation: 'Product time aggregates calculation delegated to time-aggregates module',
                 current: processedCount || 0,
                 total: totalProducts || 0,
                 elapsed: formatElapsedTime(startTime),
@@ -488,6 +507,10 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
         const abcConfig = await connection.query('SELECT a_threshold, b_threshold FROM abc_classification_config WHERE id = 1');
         const abcThresholds = abcConfig.rows[0] || { a_threshold: 20, b_threshold: 50 };
         
+        // Extract values and ensure they are valid numbers
+        const aThreshold = parseFloat(abcThresholds.a_threshold) || 20;
+        const bThreshold = parseFloat(abcThresholds.b_threshold) || 50;
+
         // First, create and populate the rankings table with an index
         await connection.query('DROP TABLE IF EXISTS temp_revenue_ranks');
         await connection.query(`
@@ -557,13 +580,13 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                     OR pm.abc_class != 
                         CASE 
                             WHEN tr.pid IS NULL THEN 'C'
-                            WHEN tr.percentile <= $2 THEN 'A'
-                            WHEN tr.percentile <= $3 THEN 'B'
+                            WHEN tr.percentile <= ${aThreshold} THEN 'A'
+                            WHEN tr.percentile <= ${bThreshold} THEN 'B'
                             ELSE 'C'
                         END)
                 ORDER BY pm.pid
-                LIMIT $4
-            `, [abcProcessedCount, abcThresholds.a_threshold, abcThresholds.b_threshold, batchSize]);
+                LIMIT $2
+            `, [abcProcessedCount, batchSize]);
 
             if (pids.rows.length === 0) break;
 
@@ -574,15 +597,15 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                 SET abc_class = 
                     CASE 
                         WHEN tr.pid IS NULL THEN 'C'
-                        WHEN tr.percentile <= $1 THEN 'A'
-                        WHEN tr.percentile <= $2 THEN 'B'
+                        WHEN tr.percentile <= ${aThreshold} THEN 'A'
+                        WHEN tr.percentile <= ${bThreshold} THEN 'B'
                         ELSE 'C'
                     END,
                     last_calculated_at = NOW()
                 FROM (SELECT pid, percentile FROM temp_revenue_ranks) tr
-                WHERE pm.pid = tr.pid AND pm.pid = ANY($3::bigint[])
-                OR (pm.pid = ANY($3::bigint[]) AND tr.pid IS NULL)
-            `, [abcThresholds.a_threshold, abcThresholds.b_threshold, pidValues]);
+                WHERE pm.pid = tr.pid AND pm.pid = ANY($1::BIGINT[])
+                OR (pm.pid = ANY($1::BIGINT[]) AND tr.pid IS NULL)
+            `, [pidValues]);
 
             // Now update turnover rate with proper handling of zero inventory periods
             await connection.query(`
@@ -610,7 +633,7 @@ async function calculateProductMetrics(startTime, totalProducts, processedCount
                     JOIN products p ON o.pid = p.pid
                     WHERE o.canceled = false 
                     AND o.date >= CURRENT_DATE - INTERVAL '90 days'
-                    AND o.pid = ANY($1::bigint[])
+                    AND o.pid = ANY($1::BIGINT[])
                     GROUP BY o.pid
                 ) sales
                 WHERE pm.pid = sales.pid
@@ -707,40 +730,7 @@ function calculateStockStatus(stock, config, daily_sales_avg, weekly_sales_avg,
     return 'Healthy';
 }
 
-function calculateReorderQuantities(stock, stock_status, daily_sales_avg, avg_lead_time, config) {
-    // Calculate safety stock based on service level and lead time
-    const z_score = 1.96; // 95% service level
-    const lead_time = avg_lead_time || config.target_days;
-    const safety_stock = Math.ceil(daily_sales_avg * Math.sqrt(lead_time) * z_score);
-
-    // Calculate reorder point
-    const lead_time_demand = daily_sales_avg * lead_time;
-    const reorder_point = Math.ceil(lead_time_demand + safety_stock);
-
-    // Calculate reorder quantity using EOQ formula if we have the necessary data
-    let reorder_qty = 0;
-    if (daily_sales_avg > 0) {
-        const annual_demand = daily_sales_avg * 365;
-        const order_cost = 25; // Fixed cost per order
-        const holding_cost = config.cost_price * 0.25; // 25% of unit cost as annual holding cost
-        
-        reorder_qty = Math.ceil(Math.sqrt((2 * annual_demand * order_cost) / holding_cost));
-    } else {
-        // If no sales data, use a basic calculation
-        reorder_qty = Math.max(safety_stock, config.low_stock_threshold);
-    }
-
-    // Calculate overstocked amount
-    const overstocked_amt = stock_status === 'Overstocked' ? 
-        stock - Math.ceil(daily_sales_avg * config.overstock_days) : 
-        0;
-
-    return {
-        safety_stock,
-        reorder_point,
-        reorder_qty,
-        overstocked_amt
-    };
-}
+// Note: calculateReorderQuantities function has been removed as its logic has been incorporated 
+// in the main SQL query with configurable parameters
 
 module.exports = calculateProductMetrics; 

inventory-server/scripts/metrics/sales-forecasts.js

@@ -216,13 +216,7 @@ async function calculateSalesForecasts(startTime, totalProducts, processedCount
                 GREATEST(0, 
                     ROUND(
                         ds.avg_daily_qty * 
-                        (1 + COALESCE(sf.seasonality_factor, 0)) *
-                        CASE
-                            WHEN ds.std_daily_qty / NULLIF(ds.avg_daily_qty, 0) > 1.5 THEN 0.85
-                            WHEN ds.std_daily_qty / NULLIF(ds.avg_daily_qty, 0) > 1.0 THEN 0.9
-                            WHEN ds.std_daily_qty / NULLIF(ds.avg_daily_qty, 0) > 0.5 THEN 0.95
-                            ELSE 1.0
-                        END
+                        (1 + COALESCE(sf.seasonality_factor, 0))
                     )
                 ) as forecast_quantity,
                 CASE
@@ -336,8 +330,8 @@ async function calculateSalesForecasts(startTime, totalProducts, processedCount
                 cs.cat_id::bigint as category_id,
                 fd.forecast_date,
                 GREATEST(0, 
-                    AVG(cs.daily_quantity) * 
-                    (1 + COALESCE(sf.seasonality_factor, 0))
+                    ROUND(AVG(cs.daily_quantity) * 
+                    (1 + COALESCE(sf.seasonality_factor, 0)))
                 ) as forecast_units,
                 GREATEST(0, 
                     COALESCE(
@@ -345,8 +339,7 @@ async function calculateSalesForecasts(startTime, totalProducts, processedCount
                             WHEN SUM(cs.day_count) >= 4 THEN AVG(cs.daily_revenue)
                             ELSE ct.overall_avg_revenue
                         END * 
-                        (1 + COALESCE(sf.seasonality_factor, 0)) *
-                        (0.95 + (random() * 0.1)),
+                        (1 + COALESCE(sf.seasonality_factor, 0)),
                         0
                     )
                 ) as forecast_revenue,
@@ -427,6 +420,18 @@ async function calculateSalesForecasts(startTime, totalProducts, processedCount
         throw error;
     } finally {
         if (connection) {
+            try {
+                // Ensure temporary tables are cleaned up
+                await connection.query(`
+                    DROP TABLE IF EXISTS temp_forecast_dates;
+                    DROP TABLE IF EXISTS temp_daily_sales;
+                    DROP TABLE IF EXISTS temp_product_stats;
+                    DROP TABLE IF EXISTS temp_category_sales;
+                    DROP TABLE IF EXISTS temp_category_stats;
+                `);
+            } catch (err) {
+                console.error('Error cleaning up temporary tables:', err);
+            }
             connection.release();
         }
     }

inventory-server/scripts/metrics/time-aggregates.js

@@ -55,6 +55,93 @@ async function calculateTimeAggregates(startTime, totalProducts, processedCount
             }
         });
 
+        // Create a temporary table for end-of-month inventory values
+        await connection.query(`
+            CREATE TEMPORARY TABLE IF NOT EXISTS temp_monthly_inventory AS
+            WITH months AS (
+                -- Generate all year/month combinations for the last 12 months
+                SELECT 
+                    EXTRACT(YEAR FROM month_date)::INTEGER as year,
+                    EXTRACT(MONTH FROM month_date)::INTEGER as month,
+                    month_date as start_date,
+                    (month_date + INTERVAL '1 month'::interval - INTERVAL '1 day'::interval)::DATE as end_date
+                FROM (
+                    SELECT generate_series(
+                        DATE_TRUNC('month', CURRENT_DATE - INTERVAL '12 months'::interval)::DATE,
+                        DATE_TRUNC('month', CURRENT_DATE)::DATE,
+                        INTERVAL '1 month'::interval
+                    ) as month_date
+                ) dates
+            ),
+            monthly_inventory_calc AS (
+                SELECT 
+                    p.pid,
+                    m.year,
+                    m.month,
+                    m.end_date,
+                    p.stock_quantity as current_quantity,
+                    -- Calculate sold during period (before end_date)
+                    COALESCE(SUM(
+                        CASE 
+                            WHEN o.date <= m.end_date THEN o.quantity 
+                            ELSE 0 
+                        END
+                    ), 0) as sold_after_end_date,
+                    -- Calculate received during period (before end_date)
+                    COALESCE(SUM(
+                        CASE 
+                            WHEN po.received_date <= m.end_date THEN po.received 
+                            ELSE 0 
+                        END
+                    ), 0) as received_after_end_date,
+                    p.cost_price
+                FROM 
+                    products p
+                CROSS JOIN 
+                    months m
+                LEFT JOIN 
+                    orders o ON p.pid = o.pid 
+                    AND o.canceled = false 
+                    AND o.date > m.end_date
+                    AND o.date <= CURRENT_DATE
+                LEFT JOIN 
+                    purchase_orders po ON p.pid = po.pid 
+                    AND po.received_date IS NOT NULL 
+                    AND po.received_date > m.end_date
+                    AND po.received_date <= CURRENT_DATE
+                GROUP BY 
+                    p.pid, m.year, m.month, m.end_date, p.stock_quantity, p.cost_price
+            )
+            SELECT 
+                pid,
+                year,
+                month,
+                -- End of month quantity = current quantity - sold after + received after
+                GREATEST(0, current_quantity - sold_after_end_date + received_after_end_date) as end_of_month_quantity,
+                -- End of month inventory value
+                GREATEST(0, current_quantity - sold_after_end_date + received_after_end_date) * cost_price as end_of_month_value,
+                cost_price
+            FROM 
+                monthly_inventory_calc
+        `);
+
+        processedCount = Math.floor(totalProducts * 0.40);
+        outputProgress({
+            status: 'running',
+            operation: 'Monthly inventory values calculated, processing time aggregates',
+            current: processedCount,
+            total: totalProducts,
+            elapsed: formatElapsedTime(startTime),
+            remaining: estimateRemaining(startTime, processedCount, totalProducts),
+            rate: calculateRate(startTime, processedCount),
+            percentage: ((processedCount / totalProducts) * 100).toFixed(1),
+            timing: {
+                start_time: new Date(startTime).toISOString(),
+                end_time: new Date().toISOString(),
+                elapsed_seconds: Math.round((Date.now() - startTime) / 1000)
+            }
+        });
+
         // Initial insert of time-based aggregates
         await connection.query(`
             INSERT INTO product_time_aggregates (
@@ -75,76 +162,67 @@ async function calculateTimeAggregates(startTime, totalProducts, processedCount
             WITH monthly_sales AS (
                 SELECT 
                     o.pid,
-                    EXTRACT(YEAR FROM o.date::timestamp with time zone) as year,
-                    EXTRACT(MONTH FROM o.date::timestamp with time zone) as month,
+                    EXTRACT(YEAR FROM o.date::timestamp with time zone)::INTEGER as year,
+                    EXTRACT(MONTH FROM o.date::timestamp with time zone)::INTEGER as month,
                     SUM(o.quantity) as total_quantity_sold,
                     SUM((o.price - COALESCE(o.discount, 0)) * o.quantity) as total_revenue,
-                    SUM(COALESCE(p.cost_price, 0) * o.quantity) as total_cost,
+                    SUM(COALESCE(o.costeach, 0) * o.quantity) as total_cost,
                     COUNT(DISTINCT o.order_number) as order_count,
                     AVG(o.price - COALESCE(o.discount, 0)) as avg_price,
                     CASE 
                         WHEN SUM((o.price - COALESCE(o.discount, 0)) * o.quantity) > 0 
-                        THEN ((SUM((o.price - COALESCE(o.discount, 0)) * o.quantity) - SUM(COALESCE(p.cost_price, 0) * o.quantity)) 
+                        THEN ((SUM((o.price - COALESCE(o.discount, 0)) * o.quantity) - SUM(COALESCE(o.costeach, 0) * o.quantity)) 
                             / SUM((o.price - COALESCE(o.discount, 0)) * o.quantity)) * 100
                         ELSE 0 
                     END as profit_margin,
-                    p.cost_price * p.stock_quantity as inventory_value,
                     COUNT(DISTINCT DATE(o.date)) as active_days
                 FROM orders o
                 JOIN products p ON o.pid = p.pid
                 WHERE o.canceled = false
-                GROUP BY o.pid, EXTRACT(YEAR FROM o.date::timestamp with time zone), EXTRACT(MONTH FROM o.date::timestamp with time zone), p.cost_price, p.stock_quantity
+                GROUP BY o.pid, EXTRACT(YEAR FROM o.date::timestamp with time zone), EXTRACT(MONTH FROM o.date::timestamp with time zone)
             ),
             monthly_stock AS (
                 SELECT 
                     pid,
-                    EXTRACT(YEAR FROM date::timestamp with time zone) as year,
-                    EXTRACT(MONTH FROM date::timestamp with time zone) as month,
+                    EXTRACT(YEAR FROM date::timestamp with time zone)::INTEGER as year,
+                    EXTRACT(MONTH FROM date::timestamp with time zone)::INTEGER as month,
                     SUM(received) as stock_received,
                     SUM(ordered) as stock_ordered
                 FROM purchase_orders
                 GROUP BY pid, EXTRACT(YEAR FROM date::timestamp with time zone), EXTRACT(MONTH FROM date::timestamp with time zone)
-            ),
-            base_products AS (
-                SELECT 
-                    p.pid,
-                    p.cost_price * p.stock_quantity as inventory_value
-                FROM products p
             )
             SELECT 
-                COALESCE(s.pid, ms.pid) as pid,
-                COALESCE(s.year, ms.year) as year,
-                COALESCE(s.month, ms.month) as month,
-                COALESCE(s.total_quantity_sold, 0) as total_quantity_sold,
-                COALESCE(s.total_revenue, 0) as total_revenue,
-                COALESCE(s.total_cost, 0) as total_cost,
-                COALESCE(s.order_count, 0) as order_count,
-                COALESCE(ms.stock_received, 0) as stock_received,
-                COALESCE(ms.stock_ordered, 0) as stock_ordered,
-                COALESCE(s.avg_price, 0) as avg_price,
-                COALESCE(s.profit_margin, 0) as profit_margin,
-                COALESCE(s.inventory_value, bp.inventory_value, 0) as inventory_value,
+                COALESCE(s.pid, ms.pid, mi.pid) as pid,
+                COALESCE(s.year, ms.year, mi.year) as year,
+                COALESCE(s.month, ms.month, mi.month) as month,
+                COALESCE(s.total_quantity_sold, 0)::INTEGER as total_quantity_sold,
+                COALESCE(s.total_revenue, 0)::DECIMAL(10,3) as total_revenue,
+                COALESCE(s.total_cost, 0)::DECIMAL(10,3) as total_cost,
+                COALESCE(s.order_count, 0)::INTEGER as order_count,
+                COALESCE(ms.stock_received, 0)::INTEGER as stock_received,
+                COALESCE(ms.stock_ordered, 0)::INTEGER as stock_ordered,
+                COALESCE(s.avg_price, 0)::DECIMAL(10,3) as avg_price,
+                COALESCE(s.profit_margin, 0)::DECIMAL(10,3) as profit_margin,
+                COALESCE(mi.end_of_month_value, 0)::DECIMAL(10,3) as inventory_value,
                 CASE 
-                    WHEN COALESCE(s.inventory_value, bp.inventory_value, 0) > 0 
-                        AND COALESCE(s.active_days, 0) > 0 
-                    THEN (COALESCE(s.total_revenue - s.total_cost, 0) * (365.0 / s.active_days)) 
-                        / COALESCE(s.inventory_value, bp.inventory_value)
+                    WHEN COALESCE(mi.end_of_month_value, 0) > 0 
+                    THEN (COALESCE(s.total_revenue, 0) - COALESCE(s.total_cost, 0)) 
+                        / NULLIF(COALESCE(mi.end_of_month_value, 0), 0)
                     ELSE 0 
-                END as gmroi
+                END::DECIMAL(10,3) as gmroi
             FROM (
                 SELECT * FROM monthly_sales s
                 UNION ALL
                 SELECT 
-                    ms.pid,
-                    ms.year,
-                    ms.month,
+                    pid,
+                    year,
+                    month,
                     0 as total_quantity_sold,
                     0 as total_revenue,
                     0 as total_cost,
                     0 as order_count,
                     NULL as avg_price,
                     0 as profit_margin,
-                    NULL as inventory_value,
                     0 as active_days
                 FROM monthly_stock ms
                 WHERE NOT EXISTS (
@@ -153,50 +231,40 @@ async function calculateTimeAggregates(startTime, totalProducts, processedCount
                     AND s2.year = ms.year
                     AND s2.month = ms.month
                 )
+                UNION ALL
+                SELECT 
+                    pid,
+                    year,
+                    month,
+                    0 as total_quantity_sold,
+                    0 as total_revenue,
+                    0 as total_cost,
+                    0 as order_count,
+                    NULL as avg_price,
+                    0 as profit_margin,
+                    0 as active_days
+                FROM temp_monthly_inventory mi
+                WHERE NOT EXISTS (
+                    SELECT 1 FROM monthly_sales s3
+                    WHERE s3.pid = mi.pid
+                    AND s3.year = mi.year
+                    AND s3.month = mi.month
+                )
+                AND NOT EXISTS (
+                    SELECT 1 FROM monthly_stock ms3
+                    WHERE ms3.pid = mi.pid
+                    AND ms3.year = mi.year
+                    AND ms3.month = mi.month
+                )
             ) s
             LEFT JOIN monthly_stock ms 
                 ON s.pid = ms.pid 
                 AND s.year = ms.year 
                 AND s.month = ms.month
-            JOIN base_products bp ON COALESCE(s.pid, ms.pid) = bp.pid
-            UNION
-            SELECT 
-                ms.pid,
-                ms.year,
-                ms.month,
-                0 as total_quantity_sold,
-                0 as total_revenue,
-                0 as total_cost,
-                0 as order_count,
-                ms.stock_received,
-                ms.stock_ordered,
-                0 as avg_price,
-                0 as profit_margin,
-                bp.inventory_value,
-                0 as gmroi
-            FROM monthly_stock ms
-            JOIN base_products bp ON ms.pid = bp.pid
-            WHERE NOT EXISTS (
-                SELECT 1 FROM (
-                    SELECT * FROM monthly_sales
-                    UNION ALL
-                    SELECT 
-                        ms2.pid,
-                        ms2.year,
-                        ms2.month,
-                        0, 0, 0, 0, NULL, 0, NULL, 0
-                    FROM monthly_stock ms2
-                    WHERE NOT EXISTS (
-                        SELECT 1 FROM monthly_sales s2
-                        WHERE s2.pid = ms2.pid
-                        AND s2.year = ms2.year
-                        AND s2.month = ms2.month
-                    )
-                ) s
-                WHERE s.pid = ms.pid
-                AND s.year = ms.year
-                AND s.month = ms.month
-            )
+            LEFT JOIN temp_monthly_inventory mi
+                ON s.pid = mi.pid
+                AND s.year = mi.year
+                AND s.month = mi.month
             ON CONFLICT (pid, year, month) DO UPDATE
             SET
                 total_quantity_sold = EXCLUDED.total_quantity_sold,
@@ -214,7 +282,7 @@ async function calculateTimeAggregates(startTime, totalProducts, processedCount
         processedCount = Math.floor(totalProducts * 0.60);
         outputProgress({
             status: 'running',
-            operation: 'Base time aggregates calculated, updating financial metrics',
+            operation: 'Base time aggregates calculated',
             current: processedCount,
             total: totalProducts,
             elapsed: formatElapsedTime(startTime),
@@ -235,44 +303,8 @@ async function calculateTimeAggregates(startTime, totalProducts, processedCount
             success
         };
         
-        // Update with financial metrics
-        await connection.query(`
-            UPDATE product_time_aggregates pta
-            SET inventory_value = COALESCE(fin.inventory_value, 0)
-            FROM (
-                SELECT 
-                    p.pid,
-                    EXTRACT(YEAR FROM o.date::timestamp with time zone) as year,
-                    EXTRACT(MONTH FROM o.date::timestamp with time zone) as month,
-                    p.cost_price * p.stock_quantity as inventory_value,
-                    SUM(o.quantity * (o.price - p.cost_price)) as gross_profit,
-                    COUNT(DISTINCT DATE(o.date)) as active_days
-                FROM products p
-                LEFT JOIN orders o ON p.pid = o.pid
-                WHERE o.canceled = false
-                GROUP BY p.pid, EXTRACT(YEAR FROM o.date::timestamp with time zone), EXTRACT(MONTH FROM o.date::timestamp with time zone), p.cost_price, p.stock_quantity
-            ) fin
-            WHERE pta.pid = fin.pid 
-                AND pta.year = fin.year 
-                AND pta.month = fin.month
-        `);
-
-        processedCount = Math.floor(totalProducts * 0.65);
-        outputProgress({
-            status: 'running',
-            operation: 'Financial metrics updated',
-            current: processedCount,
-            total: totalProducts,
-            elapsed: formatElapsedTime(startTime),
-            remaining: estimateRemaining(startTime, processedCount, totalProducts),
-            rate: calculateRate(startTime, processedCount),
-            percentage: ((processedCount / totalProducts) * 100).toFixed(1),
-            timing: {
-                start_time: new Date(startTime).toISOString(),
-                end_time: new Date().toISOString(),
-                elapsed_seconds: Math.round((Date.now() - startTime) / 1000)
-            }
-        });
+        // Clean up temporary tables
+        await connection.query('DROP TABLE IF EXISTS temp_monthly_inventory');
 
         // If we get here, everything completed successfully
         success = true;
@@ -298,6 +330,12 @@ async function calculateTimeAggregates(startTime, totalProducts, processedCount
         throw error;
     } finally {
         if (connection) {
+            try {
+                // Ensure temporary tables are cleaned up
+                await connection.query('DROP TABLE IF EXISTS temp_monthly_inventory');
+            } catch (err) {
+                console.error('Error cleaning up temporary tables:', err);
+            }
             connection.release();
         }
     }

inventory-server/src/routes/csv.js

@@ -779,10 +779,16 @@ router.get('/history/calculate', async (req, res) => {
                 id,
                 start_time,
                 end_time,
+                duration_minutes,
                 status,
                 error_message,
-                modules_processed::integer,
-                total_modules::integer
+                total_products,
+                total_orders,
+                total_purchase_orders,
+                processed_products,
+                processed_orders,
+                processed_purchase_orders,
+                additional_info
             FROM calculate_history 
             ORDER BY start_time DESC 
             LIMIT 20

inventory-server/src/routes/products.js

@@ -65,6 +65,19 @@ router.get('/', async (req, res) => {
       paramCounter++;
     }
 
+    // Handle text filters for specific fields
+    if (req.query.barcode) {
+      conditions.push(`p.barcode ILIKE $${paramCounter}`);
+      params.push(`%${req.query.barcode}%`);
+      paramCounter++;
+    }
+
+    if (req.query.vendor_reference) {
+      conditions.push(`p.vendor_reference ILIKE $${paramCounter}`);
+      params.push(`%${req.query.vendor_reference}%`);
+      paramCounter++;
+    }
+
     // Handle numeric filters with operators
     const numericFields = {
       stock: 'p.stock_quantity',
@@ -74,11 +87,22 @@ router.get('/', async (req, res) => {
       dailySalesAvg: 'pm.daily_sales_avg',
       weeklySalesAvg: 'pm.weekly_sales_avg',
       monthlySalesAvg: 'pm.monthly_sales_avg',
+      avgQuantityPerOrder: 'pm.avg_quantity_per_order',
+      numberOfOrders: 'pm.number_of_orders',
       margin: 'pm.avg_margin_percent',
       gmroi: 'pm.gmroi',
+      inventoryValue: 'pm.inventory_value',
+      costOfGoodsSold: 'pm.cost_of_goods_sold',
+      grossProfit: 'pm.gross_profit',
+      turnoverRate: 'pm.turnover_rate',
       leadTime: 'pm.current_lead_time',
+      currentLeadTime: 'pm.current_lead_time',
+      targetLeadTime: 'pm.target_lead_time',
       stockCoverage: 'pm.days_of_inventory',
-      daysOfStock: 'pm.days_of_inventory'
+      daysOfStock: 'pm.days_of_inventory',
+      weeksOfStock: 'pm.weeks_of_inventory',
+      reorderPoint: 'pm.reorder_point',
+      safetyStock: 'pm.safety_stock'
     };
 
     Object.entries(req.query).forEach(([key, value]) => {
@@ -102,6 +126,24 @@ router.get('/', async (req, res) => {
       }
     });
 
+    // Handle date filters
+    const dateFields = {
+      firstSaleDate: 'pm.first_sale_date',
+      lastSaleDate: 'pm.last_sale_date',
+      lastPurchaseDate: 'pm.last_purchase_date',
+      firstReceivedDate: 'pm.first_received_date',
+      lastReceivedDate: 'pm.last_received_date'
+    };
+
+    Object.entries(req.query).forEach(([key, value]) => {
+      const field = dateFields[key];
+      if (field) {
+        conditions.push(`${field}::TEXT LIKE $${paramCounter}`);
+        params.push(`${value}%`); // Format like '2023-01%' to match by month or '2023-01-01' for exact date
+        paramCounter++;
+      }
+    });
+
     // Handle select filters
     if (req.query.vendor) {
       conditions.push(`p.vendor = $${paramCounter}`);

inventory/src/components/analytics/VendorPerformance.tsx

@@ -1,4 +1,3 @@
-import { useQuery } from '@tanstack/react-query';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
 import { ResponsiveContainer, BarChart, Bar, XAxis, YAxis, Tooltip, ScatterChart, Scatter, ZAxis } from 'recharts';
 import config from '../../config';

inventory/src/components/product-import/steps/ValidationStepNew/components/AiValidationDialogs.tsx

@@ -95,12 +95,8 @@ export const AiValidationDialogs: React.FC<AiValidationDialogsProps> = ({
   isChangeReverted,
   getFieldDisplayValueWithHighlight,
   fields,
-  debugData,
 }) => {
   const [costPerMillionTokens, setCostPerMillionTokens] = useState(2.5); // Default cost
-  const hasCompanyPrompts =
-    currentPrompt.debugData?.promptSources?.companyPrompts &&
-    currentPrompt.debugData.promptSources.companyPrompts.length > 0;
 
   // Create our own state to track changes
   const [localReversionState, setLocalReversionState] = useState<
@@ -157,17 +153,6 @@ export const AiValidationDialogs: React.FC<AiValidationDialogsProps> = ({
     return !!localReversionState[key];
   };
 
-  // Use "full" as the default tab
-  const defaultTab = "full";
-  const [activeTab, setActiveTab] = useState(defaultTab);
-
-  // Update activeTab when the dialog is opened with new data
-  React.useEffect(() => {
-    if (currentPrompt.isOpen) {
-      setActiveTab("full");
-    }
-  }, [currentPrompt.isOpen]);
-
   // Format time helper
   const formatTime = (seconds: number): string => {
     if (seconds < 60) {

inventory/src/components/products/ProductFilters.tsx

@@ -51,7 +51,9 @@ const FILTER_OPTIONS: FilterOption[] = [
   // Basic Info Group
   { id: "search", label: "Search", type: "text", group: "Basic Info" },
   { id: "sku", label: "SKU", type: "text", group: "Basic Info" },
+  { id: "barcode", label: "UPC/Barcode", type: "text", group: "Basic Info" },
   { id: "vendor", label: "Vendor", type: "select", group: "Basic Info" },
+  { id: "vendor_reference", label: "Supplier #", type: "text", group: "Basic Info" },
   { id: "brand", label: "Brand", type: "select", group: "Basic Info" },
   { id: "category", label: "Category", type: "select", group: "Basic Info" },
 
@@ -84,6 +86,27 @@ const FILTER_OPTIONS: FilterOption[] = [
     group: "Inventory",
     operators: ["=", ">", ">=", "<", "<=", "between"],
   },
+  {
+    id: "weeksOfStock",
+    label: "Weeks of Stock",
+    type: "number",
+    group: "Inventory",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "reorderPoint",
+    label: "Reorder Point",
+    type: "number",
+    group: "Inventory",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "safetyStock",
+    label: "Safety Stock",
+    type: "number",
+    group: "Inventory",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
   {
     id: "replenishable",
     label: "Replenishable",
@@ -94,6 +117,17 @@ const FILTER_OPTIONS: FilterOption[] = [
     ],
     group: "Inventory",
   },
+  {
+    id: "abcClass",
+    label: "ABC Class",
+    type: "select",
+    options: [
+      { label: "A", value: "A" },
+      { label: "B", value: "B" },
+      { label: "C", value: "C" },
+    ],
+    group: "Inventory",
+  },
 
   // Pricing Group
   {
@@ -140,6 +174,32 @@ const FILTER_OPTIONS: FilterOption[] = [
     group: "Sales Metrics",
     operators: ["=", ">", ">=", "<", "<=", "between"],
   },
+  {
+    id: "avgQuantityPerOrder",
+    label: "Avg Qty/Order",
+    type: "number",
+    group: "Sales Metrics",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "numberOfOrders",
+    label: "Order Count",
+    type: "number",
+    group: "Sales Metrics",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "firstSaleDate",
+    label: "First Sale Date",
+    type: "text",
+    group: "Sales Metrics",
+  },
+  {
+    id: "lastSaleDate",
+    label: "Last Sale Date",
+    type: "text",
+    group: "Sales Metrics",
+  },
 
   // Financial Metrics Group
   {
@@ -156,6 +216,34 @@ const FILTER_OPTIONS: FilterOption[] = [
     group: "Financial Metrics",
     operators: ["=", ">", ">=", "<", "<=", "between"],
   },
+  {
+    id: "inventoryValue",
+    label: "Inventory Value",
+    type: "number",
+    group: "Financial Metrics",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "costOfGoodsSold",
+    label: "COGS",
+    type: "number",
+    group: "Financial Metrics",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "grossProfit",
+    label: "Gross Profit",
+    type: "number",
+    group: "Financial Metrics",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "turnoverRate",
+    label: "Turnover Rate",
+    type: "number",
+    group: "Financial Metrics",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
 
   // Lead Time & Stock Coverage Group
   {
@@ -165,6 +253,20 @@ const FILTER_OPTIONS: FilterOption[] = [
     group: "Lead Time & Coverage",
     operators: ["=", ">", ">=", "<", "<=", "between"],
   },
+  {
+    id: "currentLeadTime",
+    label: "Current Lead Time",
+    type: "number",
+    group: "Lead Time & Coverage",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
+  {
+    id: "targetLeadTime",
+    label: "Target Lead Time",
+    type: "number",
+    group: "Lead Time & Coverage",
+    operators: ["=", ">", ">=", "<", "<=", "between"],
+  },
   {
     id: "leadTimeStatus",
     label: "Lead Time Status",
@@ -183,19 +285,26 @@ const FILTER_OPTIONS: FilterOption[] = [
     group: "Lead Time & Coverage",
     operators: ["=", ">", ">=", "<", "<=", "between"],
   },
+  {
+    id: "lastPurchaseDate",
+    label: "Last Purchase Date",
+    type: "text",
+    group: "Lead Time & Coverage",
+  },
+  {
+    id: "firstReceivedDate",
+    label: "First Received Date",
+    type: "text",
+    group: "Lead Time & Coverage",
+  },
+  {
+    id: "lastReceivedDate",
+    label: "Last Received Date",
+    type: "text",
+    group: "Lead Time & Coverage",
+  },
 
   // Classification Group  
-  {
-    id: "abcClass",
-    label: "ABC Class",
-    type: "select",
-    options: [
-      { label: "A", value: "A" },
-      { label: "B", value: "B" },
-      { label: "C", value: "C" },
-    ],
-    group: "Classification",
-  },
   {
     id: "managingStock",
     label: "Managing Stock",

inventory/src/components/settings/DataManagement.tsx

@@ -47,17 +47,16 @@ interface HistoryRecord {
   id: number;
   start_time: string;
   end_time: string | null;
-  duration_minutes: number;
+  duration_minutes?: number;
   status: "running" | "completed" | "failed" | "cancelled";
   error_message: string | null;
   additional_info?: Record<string, any>;
 }
 
 interface ImportHistoryRecord extends HistoryRecord {
-  table_name: string;
   records_added: number;
   records_updated: number;
-  is_incremental: boolean;
+  is_incremental?: boolean;
 }
 
 interface CalculateHistoryRecord extends HistoryRecord {
@@ -67,6 +66,7 @@ interface CalculateHistoryRecord extends HistoryRecord {
   processed_products: number;
   processed_orders: number;
   processed_purchase_orders: number;
+  duration_minutes?: number;
 }
 
 interface ModuleStatus {
@@ -82,13 +82,14 @@ interface TableStatus {
 export function DataManagement() {
   const [isUpdating, setIsUpdating] = useState(false);
   const [isResetting, setIsResetting] = useState(false);
-  const [] = useState<ImportProgress | null>(null);
-  const [eventSource, setEventSource] = useState<EventSource | null>(null);
+  const [isLoading, setIsLoading] = useState(true);
+  const [hasError, setHasError] = useState(false);
   const [importHistory, setImportHistory] = useState<ImportHistoryRecord[]>([]);
   const [calculateHistory, setCalculateHistory] = useState<CalculateHistoryRecord[]>([]);
   const [moduleStatus, setModuleStatus] = useState<ModuleStatus[]>([]);
   const [tableStatus, setTableStatus] = useState<TableStatus[]>([]);
   const [scriptOutput, setScriptOutput] = useState<string[]>([]);
+  const [eventSource, setEventSource] = useState<EventSource | null>(null);
 
   // Add useRef for scroll handling
   const terminalRef = useRef<HTMLDivElement>(null);
@@ -359,11 +360,14 @@ export function DataManagement() {
 
   const fetchHistory = async () => {
     try {
+      setIsLoading(true);
+      setHasError(false);
+
       const [importRes, calcRes, moduleRes, tableRes] = await Promise.all([
-        fetch(`${config.apiUrl}/csv/history/import`),
-        fetch(`${config.apiUrl}/csv/history/calculate`),
-        fetch(`${config.apiUrl}/csv/status/modules`),
-        fetch(`${config.apiUrl}/csv/status/tables`),
+        fetch(`${config.apiUrl}/csv/history/import`, { credentials: 'include' }),
+        fetch(`${config.apiUrl}/csv/history/calculate`, { credentials: 'include' }),
+        fetch(`${config.apiUrl}/csv/status/modules`, { credentials: 'include' }),
+        fetch(`${config.apiUrl}/csv/status/tables`, { credentials: 'include' }),
       ]);
 
       if (!importRes.ok || !calcRes.ok || !moduleRes.ok || !tableRes.ok) {
@@ -377,18 +381,41 @@ export function DataManagement() {
         tableRes.json(),
       ]);
 
-      // Ensure we're setting arrays even if the response is empty or invalid
-      setImportHistory(Array.isArray(importData) ? importData : []);
-      setCalculateHistory(Array.isArray(calcData) ? calcData : []);
-      setModuleStatus(Array.isArray(moduleData) ? moduleData : []);
-      setTableStatus(Array.isArray(tableData) ? tableData : []);
+      // Process import history to add duration_minutes if it doesn't exist
+      const processedImportData = (importData || []).map((record: ImportHistoryRecord) => {
+        if (!record.duration_minutes && record.start_time && record.end_time) {
+          const start = new Date(record.start_time).getTime();
+          const end = new Date(record.end_time).getTime();
+          record.duration_minutes = (end - start) / (1000 * 60);
+        }
+        return record;
+      });
+
+      // Process calculate history to add duration_minutes if it doesn't exist
+      const processedCalcData = (calcData || []).map((record: CalculateHistoryRecord) => {
+        if (!record.duration_minutes && record.start_time && record.end_time) {
+          const start = new Date(record.start_time).getTime();
+          const end = new Date(record.end_time).getTime();
+          record.duration_minutes = (end - start) / (1000 * 60);
+        }
+        return record;
+      });
+
+      setImportHistory(processedImportData);
+      setCalculateHistory(processedCalcData);
+      setModuleStatus(moduleData || []);
+      setTableStatus(tableData || []);
+      setHasError(false);
     } catch (error) {
       console.error("Error fetching history:", error);
-      // Set empty arrays as fallback
+      setHasError(true);
+      toast.error("Failed to load data. Please try again.");
       setImportHistory([]);
       setCalculateHistory([]);
       setModuleStatus([]);
       setTableStatus([]);
+    } finally {
+      setIsLoading(false);
     }
   };
 
@@ -398,6 +425,7 @@ export function DataManagement() {
       if (!response.ok) throw new Error('Failed to fetch table status');
       const data = await response.json();
       setTableStatus(Array.isArray(data) ? data : []);
+      toast.success("Table status refreshed");
     } catch (error) {
       toast.error("Failed to refresh table status");
       setTableStatus([]);
@@ -441,21 +469,26 @@ export function DataManagement() {
   };
 
   const refreshAllData = async () => {
+    setIsLoading(true);
     try {
-      await Promise.all([
-        refreshTableStatus(),
-        refreshModuleStatus(),
-        refreshImportHistory(),
-        refreshCalculateHistory()
-      ]);
+      await fetchHistory();
       toast.success("All data refreshed");
     } catch (error) {
-      toast.error("Failed to refresh some data");
+      toast.error("Failed to refresh data");
+    } finally {
+      setIsLoading(false);
     }
   };
 
   useEffect(() => {
+    // Fetch data immediately on component mount
     fetchHistory();
+    
+    // Set up periodic refresh every minute
+    const refreshInterval = setInterval(fetchHistory, 60000);
+
+    // Clean up interval on component unmount
+    return () => clearInterval(refreshInterval);
   }, []);
 
   // Add useEffect to handle auto-scrolling
@@ -607,8 +640,13 @@ export function DataManagement() {
             size="icon"
             onClick={refreshAllData}
             className="h-8 w-8"
+            disabled={isLoading}
           >
-            <RefreshCcw className="h-4 w-4" />
+            {isLoading ? (
+              <Loader2 className="h-4 w-4 animate-spin" />
+            ) : (
+              <RefreshCcw className="h-4 w-4" />
+            )}
           </Button>
         </div>
 
@@ -620,7 +658,11 @@ export function DataManagement() {
             </CardHeader>
             <CardContent>
               <div className="">
-                {tableStatus.length > 0 ? (
+                {isLoading ? (
+                  <div className="flex justify-center py-4">
+                    <Loader2 className="h-6 w-6 animate-spin text-gray-400" />
+                  </div>
+                ) : tableStatus.length > 0 ? (
                   tableStatus.map((table) => (
                     <div
                       key={table.table_name}
@@ -634,12 +676,17 @@ export function DataManagement() {
                   ))
                 ) : (
                   <div className="text-sm text-muted-foreground py-4 text-center">
-                    No imports have been performed yet.<br/>Run a full update or reset to import data.
+                    {hasError ? (
+                      "Failed to load data. Please try refreshing."
+                    ) : (
+                      <>No imports have been performed yet.<br/>Run a full update or reset to import data.</>
+                    )}
                   </div>
                 )}
               </div>
             </CardContent>
           </Card>
+          
           {/* Module Status */}
           <Card>
             <CardHeader className="pb-3">
@@ -647,7 +694,11 @@ export function DataManagement() {
             </CardHeader>
             <CardContent>
               <div className="">
-                {moduleStatus.length > 0 ? (
+                {isLoading ? (
+                  <div className="flex justify-center py-4">
+                    <Loader2 className="h-6 w-6 animate-spin text-gray-400" />
+                  </div>
+                ) : moduleStatus.length > 0 ? (
                   moduleStatus.map((module) => (
                     <div
                       key={module.module_name}
@@ -661,13 +712,18 @@ export function DataManagement() {
                   ))
                 ) : (
                   <div className="text-sm text-muted-foreground py-4 text-center">
-                    No metrics have been calculated yet.<br/>Run a full update or reset to calculate metrics.
+                    {hasError ? (
+                      "Failed to load data. Please try refreshing."
+                    ) : (
+                      <>No metrics have been calculated yet.<br/>Run a full update or reset to calculate metrics.</>
+                    )}
                   </div>
                 )}
               </div>
             </CardContent>
           </Card>
         </div>
+        
         {/* Recent Import History */}
         <Card>
           <CardHeader className="pb-3">
@@ -676,7 +732,16 @@ export function DataManagement() {
           <CardContent className="px-4 mb-4 max-h-[300px] overflow-y-auto">
             <Table>
               <TableBody>
-                {importHistory.length > 0 ? (
+                {isLoading ? (
+                  <TableRow>
+                    <TableCell className="text-center py-8">
+                      <div className="flex flex-col items-center justify-center">
+                        <Loader2 className="h-6 w-6 animate-spin text-gray-400 mb-2" />
+                        <span className="text-sm text-muted-foreground">Loading import history...</span>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                ) : importHistory.length > 0 ? (
                   importHistory.slice(0, 20).map((record) => (
                     <TableRow key={record.id} className="hover:bg-transparent">
                       <TableCell className="w-full p-0">
@@ -686,33 +751,41 @@ export function DataManagement() {
                             className="border-0"
                           >
                             <AccordionTrigger className="px-4 py-2">
-                              <div className="flex justify-between items-start w-full pr-4">
-                                <span className="font-medium min-w-[60px]">
-                                  #{record.id}
-                                </span>
-                                <span className="text-sm text-gray-600 min-w-[120px]">
-                                  {formatDate(record.start_time)}
-                                </span>
-                                <span className="text-sm min-w-[100px]">
-                                  {formatDurationWithSeconds(
-                                    record.duration_minutes,
-                                    record.status === "running",
-                                    record.start_time
-                                  )}
-                                </span>
-                                <span
-                                  className={`min-w-[80px] ${
-                                    record.status === "completed"
-                                      ? "text-green-600"
-                                      : record.status === "failed"
-                                      ? "text-red-600"
-                                      : record.status === "cancelled"
-                                      ? "text-yellow-600"
-                                      : "text-blue-600"
-                                  }`}
-                                >
-                                  {record.status}
-                                </span>
+                              <div className="flex justify-between items-center w-full pr-4">
+                                <div className="w-[50px]">
+                                  <span className="font-medium">
+                                    #{record.id}
+                                  </span>
+                                </div>
+                                <div className="w-[170px]">
+                                  <span className="text-sm text-gray-600">
+                                    {formatDate(record.start_time)}
+                                  </span>
+                                </div>
+                                <div className="w-[140px]">
+                                  <span className="text-sm">
+                                    {formatDurationWithSeconds(
+                                      record.duration_minutes || 0,
+                                      record.status === "running",
+                                      record.start_time
+                                    )}
+                                  </span>
+                                </div>
+                                <div className="w-[80px]">
+                                  <span
+                                    className={`${
+                                      record.status === "completed"
+                                        ? "text-green-600"
+                                        : record.status === "failed"
+                                        ? "text-red-600"
+                                        : record.status === "cancelled"
+                                        ? "text-yellow-600"
+                                        : "text-blue-600"
+                                    }`}
+                                  >
+                                    {record.status}
+                                  </span>
+                                </div>
                               </div>
                             </AccordionTrigger>
                             <AccordionContent className="px-4 pb-2">
@@ -749,7 +822,11 @@ export function DataManagement() {
                 ) : (
                   <TableRow>
                     <TableCell className="text-center text-sm text-muted-foreground py-4">
-                      No import history available
+                      {hasError ? (
+                        "Failed to load import history. Please try refreshing."
+                      ) : (
+                        "No import history available"
+                      )}
                     </TableCell>
                   </TableRow>
                 )}
@@ -766,7 +843,16 @@ export function DataManagement() {
           <CardContent className="px-4 mb-4 max-h-[300px] overflow-y-auto">
             <Table>
               <TableBody>
-                {calculateHistory.length > 0 ? (
+                {isLoading ? (
+                  <TableRow>
+                    <TableCell className="text-center py-8">
+                      <div className="flex flex-col items-center justify-center">
+                        <Loader2 className="h-6 w-6 animate-spin text-gray-400 mb-2" />
+                        <span className="text-sm text-muted-foreground">Loading calculation history...</span>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                ) : calculateHistory.length > 0 ? (
                   calculateHistory.slice(0, 20).map((record) => (
                     <TableRow key={record.id} className="hover:bg-transparent">
                       <TableCell className="w-full p-0">
@@ -776,34 +862,41 @@ export function DataManagement() {
                             className="border-0"
                           >
                             <AccordionTrigger className="px-4 py-2">
-                              <div className="flex justify-between items-start w-full pr-4">
-                                <span className="font-medium min-w-[60px]">
-                                  #{record.id}
-                                </span>
-                                <span className="text-sm text-gray-600 min-w-[120px]">
-                                  {formatDate(record.start_time)}
-                                </span>
-                                <span className="text-sm min-w-[100px]">
-                                  {formatDurationWithSeconds(
-                                    record.duration_minutes,
-                                    record.status === "running",
-                                    record.start_time
-                                  )}
-                                </span>
-
-                                <span
-                                  className={`min-w-[80px] ${ 
-                                    record.status === "completed"
-                                      ? "text-green-600"
-                                      : record.status === "failed"
-                                      ? "text-red-600"
-                                      : record.status === "cancelled"
-                                      ? "text-yellow-600"
-                                      : "text-blue-600"
-                                  }`}
-                                >
-                                  {record.status}
-                                </span>
+                              <div className="flex justify-between items-center w-full pr-4">
+                                <div className="w-[50px]">
+                                  <span className="font-medium">
+                                    #{record.id}
+                                  </span>
+                                </div>
+                                <div className="w-[170px]">
+                                  <span className="text-sm text-gray-600">
+                                    {formatDate(record.start_time)}
+                                  </span>
+                                </div>
+                                <div className="w-[140px]">
+                                  <span className="text-sm">
+                                    {formatDurationWithSeconds(
+                                      record.duration_minutes || 0,
+                                      record.status === "running",
+                                      record.start_time
+                                    )}
+                                  </span>
+                                </div>
+                                <div className="w-[80px]">
+                                  <span
+                                    className={`${
+                                      record.status === "completed"
+                                        ? "text-green-600"
+                                        : record.status === "failed"
+                                        ? "text-red-600"
+                                        : record.status === "cancelled"
+                                        ? "text-yellow-600"
+                                        : "text-blue-600"
+                                    }`}
+                                  >
+                                    {record.status}
+                                  </span>
+                                </div>
                               </div>
                             </AccordionTrigger>
                             <AccordionContent className="px-4 pb-2">
@@ -817,28 +910,22 @@ export function DataManagement() {
                                   </span>
                                 </div>
                                 <div className="flex justify-between text-sm">
-                                  <span className="text-gray-600">
-                                    Processed Products:
-                                  </span>
-                                  <span>{record.processed_products}</span>
+                                  <span className="text-gray-600">Products:</span>
+                                  <span>{record.processed_products} of {record.total_products}</span>
                                 </div>
                                 <div className="flex justify-between text-sm">
-                                  <span className="text-gray-600">
-                                    Processed Orders:
-                                  </span>
-                                  <span>{record.processed_orders}</span>
+                                  <span className="text-gray-600">Orders:</span>
+                                  <span>{record.processed_orders} of {record.total_orders}</span>
                                 </div>
                                 <div className="flex justify-between text-sm">
-                                  <span className="text-gray-600">
-                                    Processed Purchase Orders:
-                                  </span>
-                                  <span>{record.processed_purchase_orders}</span>
+                                  <span className="text-gray-600">Purchase Orders:</span>
+                                  <span>{record.processed_purchase_orders} of {record.total_purchase_orders}</span>
                                 </div>
                                 {record.error_message && (
                                   <div className="text-sm text-red-600 mt-2">
                                     {record.error_message}
-              </div>
-            )}
+                                  </div>
+                                )}
                                 {record.additional_info &&
                                   formatJsonData(record.additional_info)}
                               </div>
@@ -851,14 +938,18 @@ export function DataManagement() {
                 ) : (
                   <TableRow>
                     <TableCell className="text-center text-sm text-muted-foreground py-4">
-                      No calculation history available
+                      {hasError ? (
+                        "Failed to load calculation history. Please try refreshing."
+                      ) : (
+                        "No calculation history available"
+                      )}
                     </TableCell>
                   </TableRow>
                 )}
               </TableBody>
             </Table>
           </CardContent>
-      </Card>
+        </Card>
       </div>
     </div>
   );

inventory/src/components/settings/ReusableImageManagement.tsx

@@ -1,4 +1,4 @@
-import { useState, useMemo, useCallback, useRef, useEffect } from "react";
+import { useState, useMemo, useCallback, useEffect } from "react";
 import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
 import { Button } from "@/components/ui/button";
 import {
@@ -90,7 +90,7 @@ const ImageForm = ({
 }: {
   editingImage: ReusableImage | null;
   formData: ImageFormData;
-  setFormData: (data: ImageFormData) => void;
+  setFormData: (data: ImageFormData | ((prev: ImageFormData) => ImageFormData)) => void;
   onSubmit: (e: React.FormEvent) => void;
   onCancel: () => void;
   fieldOptions: FieldOptions | undefined;
@@ -99,11 +99,11 @@ const ImageForm = ({
   isDragActive: boolean;
 }) => {
   const handleNameChange = useCallback((e: React.ChangeEvent<HTMLInputElement>) => {
-    setFormData(prev => ({ ...prev, name: e.target.value }));
+    setFormData((prev: ImageFormData) => ({ ...prev, name: e.target.value }));
   }, [setFormData]);
 
   const handleGlobalChange = useCallback((checked: boolean) => {
-    setFormData(prev => ({ 
+    setFormData((prev: ImageFormData) => ({ 
       ...prev, 
       is_global: checked,
       company: checked ? null : prev.company
@@ -111,7 +111,7 @@ const ImageForm = ({
   }, [setFormData]);
 
   const handleCompanyChange = useCallback((value: string) => {
-    setFormData(prev => ({ ...prev, company: value }));
+    setFormData((prev: ImageFormData) => ({ ...prev, company: value }));
   }, [setFormData]);
 
   return (
@@ -738,12 +738,18 @@ export function ReusableImageManagement() {
         </DialogContent>
       </Dialog>
 
-      <style jsx global>{`
+      {/* Add global styles for this component using regular style tag */}
+      <style>{`
+        .reusable-image-table thead tr th,
+        .reusable-image-table tbody tr td {
+          padding-left: 1rem;
+          padding-right: 1rem;
+        }
         .bg-checkerboard {
           background-image: linear-gradient(45deg, #f0f0f0 25%, transparent 25%),
-                            linear-gradient(-45deg, #f0f0f0 25%, transparent 25%),
-                            linear-gradient(45deg, transparent 75%, #f0f0f0 75%),
-                            linear-gradient(-45deg, transparent 75%, #f0f0f0 75%);
+                          linear-gradient(-45deg, #f0f0f0 25%, transparent 25%),
+                          linear-gradient(45deg, transparent 75%, #f0f0f0 75%),
+                          linear-gradient(-45deg, transparent 75%, #f0f0f0 75%);
           background-size: 20px 20px;
           background-position: 0 0, 0 10px, 10px -10px, -10px 0px;
         }

inventory/src/pages/Products.tsx

@@ -55,10 +55,13 @@ const AVAILABLE_COLUMNS: ColumnDef[] = [
   { key: 'stock_quantity', label: 'Shelf Count', group: 'Stock', format: (v) => v?.toString() ?? '-' },
   { key: 'stock_status', label: 'Stock Status', group: 'Stock' },
   { key: 'days_of_inventory', label: 'Days of Stock', group: 'Stock', format: (v) => v?.toFixed(1) ?? '-' },
+  { key: 'weeks_of_inventory', label: 'Weeks of Stock', group: 'Stock', format: (v) => v?.toFixed(1) ?? '-' },
   { key: 'abc_class', label: 'ABC Class', group: 'Stock' },
   { key: 'replenishable', label: 'Replenishable', group: 'Stock' },
   { key: 'moq', label: 'MOQ', group: 'Stock', format: (v) => v?.toString() ?? '-' },
   { key: 'reorder_qty', label: 'Reorder Qty', group: 'Stock', format: (v) => v?.toString() ?? '-' },
+  { key: 'reorder_point', label: 'Reorder Point', group: 'Stock', format: (v) => v?.toString() ?? '-' },
+  { key: 'safety_stock', label: 'Safety Stock', group: 'Stock', format: (v) => v?.toString() ?? '-' },
   { key: 'overstocked_amt', label: 'Overstock Amt', group: 'Stock', format: (v) => v?.toString() ?? '-' },
   { key: 'price', label: 'Price', group: 'Pricing', format: (v) => v?.toFixed(2) ?? '-' },
   { key: 'regular_price', label: 'Default Price', group: 'Pricing', format: (v) => v?.toFixed(2) ?? '-' },
@@ -67,15 +70,22 @@ const AVAILABLE_COLUMNS: ColumnDef[] = [
   { key: 'daily_sales_avg', label: 'Daily Sales', group: 'Sales', format: (v) => v?.toFixed(1) ?? '-' },
   { key: 'weekly_sales_avg', label: 'Weekly Sales', group: 'Sales', format: (v) => v?.toFixed(1) ?? '-' },
   { key: 'monthly_sales_avg', label: 'Monthly Sales', group: 'Sales', format: (v) => v?.toFixed(1) ?? '-' },
+  { key: 'avg_quantity_per_order', label: 'Avg Qty/Order', group: 'Sales', format: (v) => v?.toFixed(1) ?? '-' },
+  { key: 'number_of_orders', label: 'Order Count', group: 'Sales', format: (v) => v?.toString() ?? '-' },
   { key: 'first_sale_date', label: 'First Sale', group: 'Sales' },
   { key: 'last_sale_date', label: 'Last Sale', group: 'Sales' },
   { key: 'gmroi', label: 'GMROI', group: 'Financial', format: (v) => v?.toFixed(2) ?? '-' },
   { key: 'turnover_rate', label: 'Turnover Rate', group: 'Financial', format: (v) => v?.toFixed(2) ?? '-' },
   { key: 'avg_margin_percent', label: 'Margin %', group: 'Financial', format: (v) => v ? `${v.toFixed(1)}%` : '-' },
+  { key: 'inventory_value', label: 'Inventory Value', group: 'Financial', format: (v) => v?.toFixed(2) ?? '-' },
+  { key: 'cost_of_goods_sold', label: 'COGS', group: 'Financial', format: (v) => v?.toFixed(2) ?? '-' },
+  { key: 'gross_profit', label: 'Gross Profit', group: 'Financial', format: (v) => v?.toFixed(2) ?? '-' },
   { key: 'current_lead_time', label: 'Current Lead Time', group: 'Lead Time', format: (v) => v?.toFixed(1) ?? '-' },
   { key: 'target_lead_time', label: 'Target Lead Time', group: 'Lead Time', format: (v) => v?.toFixed(1) ?? '-' },
   { key: 'lead_time_status', label: 'Lead Time Status', group: 'Lead Time' },
   { key: 'last_purchase_date', label: 'Last Purchase', group: 'Lead Time' },
+  { key: 'first_received_date', label: 'First Received', group: 'Lead Time' },
+  { key: 'last_received_date', label: 'Last Received', group: 'Lead Time' },
 ];
 
 // Define default columns for each view
@@ -93,14 +103,17 @@ const VIEW_COLUMNS: Record<string, ColumnKey[]> = {
     'daily_sales_avg',
     'weekly_sales_avg',
     'monthly_sales_avg',
+    'inventory_value',
   ],
   critical: [
     'image',
     'title',
     'stock_quantity',
+    'safety_stock',
     'daily_sales_avg',
     'weekly_sales_avg',
     'reorder_qty',
+    'reorder_point',
     'vendor',
     'last_purchase_date',
     'current_lead_time',
@@ -109,11 +122,13 @@ const VIEW_COLUMNS: Record<string, ColumnKey[]> = {
     'image',
     'title',
     'stock_quantity',
+    'reorder_point',
     'daily_sales_avg',
     'weekly_sales_avg',
     'reorder_qty',
     'vendor',
     'last_purchase_date',
+    'avg_lead_time_days',
   ],
   overstocked: [
     'image',
@@ -123,15 +138,19 @@ const VIEW_COLUMNS: Record<string, ColumnKey[]> = {
     'weekly_sales_avg',
     'overstocked_amt',
     'days_of_inventory',
+    'inventory_value',
+    'turnover_rate',
   ],
   'at-risk': [
     'image',
     'title',
     'stock_quantity',
+    'safety_stock',
     'daily_sales_avg',
     'weekly_sales_avg',
     'days_of_inventory',
     'last_sale_date',
+    'current_lead_time',
   ],
   new: [
     'image',
@@ -141,6 +160,7 @@ const VIEW_COLUMNS: Record<string, ColumnKey[]> = {
     'brand',
     'price',
     'regular_price',
+    'first_received_date',
   ],
   healthy: [
     'image',
@@ -150,6 +170,8 @@ const VIEW_COLUMNS: Record<string, ColumnKey[]> = {
     'weekly_sales_avg',
     'monthly_sales_avg',
     'days_of_inventory',
+    'gross_profit',
+    'gmroi',
   ],
 };