inventory/inventory-server/scripts/metrics-new/update_periodic_metrics.sql

-- Description: Calculates metrics that don't need hourly updates, like ABC class
--              and average lead time.
-- Dependencies: product_metrics, purchase_orders, settings_global, calculate_status.
-- Frequency: Daily or Weekly (e.g., run via cron job overnight).

DO $$
DECLARE
    _module_name TEXT := 'periodic_metrics';
    _start_time TIMESTAMPTZ := clock_timestamp();
    _last_calc_time TIMESTAMPTZ;
    _abc_basis VARCHAR;
    _abc_period INT;
    _threshold_a NUMERIC;
    _threshold_b NUMERIC;
BEGIN
    -- Get the timestamp before the last successful run of this module
    SELECT last_calculation_timestamp INTO _last_calc_time
    FROM public.calculate_status
    WHERE module_name = _module_name;

    RAISE NOTICE 'Running % module. Start Time: %', _module_name, _start_time;

    -- 1. Calculate Average Lead Time
    RAISE NOTICE 'Calculating Average Lead Time...';
    WITH LeadTimes AS (
        SELECT
            po.pid,
            -- Calculate lead time by looking at when items ordered on POs were received
            AVG(GREATEST(1, (r.received_date::date - po.date::date))) AS avg_days -- Use GREATEST(1,...) to avoid 0 or negative days
        FROM public.purchase_orders po
        -- Join to receivings table to find actual receipts
        JOIN public.receivings r ON r.pid = po.pid
        WHERE po.status = 'done' -- Only include completed POs
          AND r.received_date >= po.date -- Ensure received date is not before order date
          -- Optional: add check to make sure receiving is related to PO if you have source_po_id
          -- AND (r.source_po_id = po.po_id OR r.source_po_id IS NULL)
        GROUP BY po.pid
    )
    UPDATE public.product_metrics pm
    SET avg_lead_time_days = lt.avg_days::int
    FROM LeadTimes lt
    WHERE pm.pid = lt.pid
      AND pm.avg_lead_time_days IS DISTINCT FROM lt.avg_days::int; -- Only update if changed
    RAISE NOTICE 'Finished Average Lead Time calculation.';


    -- 2. Calculate ABC Classification
    RAISE NOTICE 'Calculating ABC Classification...';
    -- Get ABC settings
    SELECT setting_value INTO _abc_basis FROM public.settings_global WHERE setting_key = 'abc_calculation_basis' LIMIT 1;
    SELECT setting_value::numeric INTO _threshold_a FROM public.settings_global WHERE setting_key = 'abc_revenue_threshold_a' LIMIT 1;
    SELECT setting_value::numeric INTO _threshold_b FROM public.settings_global WHERE setting_key = 'abc_revenue_threshold_b' LIMIT 1;
    _abc_basis := COALESCE(_abc_basis, 'revenue_30d'); -- Default basis
    _threshold_a := COALESCE(_threshold_a, 0.80);
    _threshold_b := COALESCE(_threshold_b, 0.95);

    RAISE NOTICE 'Using ABC Basis: %, Threshold A: %, Threshold B: %', _abc_basis, _threshold_a, _threshold_b;

    WITH RankedProducts AS (
        SELECT
            pid,
            -- Dynamically select the metric based on setting
            CASE _abc_basis
                WHEN 'sales_30d' THEN COALESCE(sales_30d, 0)
                WHEN 'lifetime_revenue' THEN COALESCE(lifetime_revenue, 0)::numeric -- Cast needed if different type
                ELSE COALESCE(revenue_30d, 0) -- Default to revenue_30d
            END AS metric_value
        FROM public.product_metrics
        WHERE is_replenishable = TRUE -- Typically only classify replenishable items
    ),
    Cumulative AS (
        SELECT
            pid,
            metric_value,
            SUM(metric_value) OVER (ORDER BY metric_value DESC NULLS LAST ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW) as cumulative_metric,
            SUM(metric_value) OVER () as total_metric
        FROM RankedProducts
        WHERE metric_value > 0 -- Exclude items with no contribution
    )
    UPDATE public.product_metrics pm
    SET abc_class =
        CASE
            WHEN c.cumulative_metric / NULLIF(c.total_metric, 0) <= _threshold_a THEN 'A'
            WHEN c.cumulative_metric / NULLIF(c.total_metric, 0) <= _threshold_b THEN 'B'
            ELSE 'C'
        END
    FROM Cumulative c
    WHERE pm.pid = c.pid
      AND pm.abc_class IS DISTINCT FROM ( -- Only update if changed
         CASE
            WHEN c.cumulative_metric / NULLIF(c.total_metric, 0) <= _threshold_a THEN 'A'
            WHEN c.cumulative_metric / NULLIF(c.total_metric, 0) <= _threshold_b THEN 'B'
            ELSE 'C'
         END);

    -- Set non-contributing or non-replenishable to 'C' or NULL if preferred
     UPDATE public.product_metrics
     SET abc_class = 'C' -- Or NULL
     WHERE abc_class IS NULL AND is_replenishable = TRUE; -- Catch those with 0 metric value

     UPDATE public.product_metrics
     SET abc_class = NULL -- Or 'N/A'?
     WHERE is_replenishable = FALSE AND abc_class IS NOT NULL; -- Unclassify non-replenishable items


    RAISE NOTICE 'Finished ABC Classification calculation.';

    -- Add other periodic calculations here if needed (e.g., recalculating first/last dates)

    -- Update the status table with the timestamp from the START of this run
    UPDATE public.calculate_status
    SET last_calculation_timestamp = _start_time
    WHERE module_name = _module_name;

    RAISE NOTICE 'Finished % module. Duration: %', _module_name, clock_timestamp() - _start_time;

END $$;