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

702 lines
30 KiB
JavaScript

const { outputProgress, formatElapsedTime, estimateRemaining, calculateRate, logError } = require('./utils/progress');
const { getConnection } = require('./utils/db');
// Helper function to handle NaN and undefined values
function sanitizeValue(value) {
if (value === undefined || value === null || Number.isNaN(value)) {
return null;
}
return value;
}
async function calculateProductMetrics(startTime, totalProducts, processedCount = 0, isCancelled = false) {
const connection = await getConnection();
let success = false;
let processedOrders = 0;
const BATCH_SIZE = 5000;
try {
// Skip flags are inherited from the parent scope
const SKIP_PRODUCT_BASE_METRICS = 0;
const SKIP_PRODUCT_TIME_AGGREGATES = 0;
// Get total product count if not provided
if (!totalProducts) {
const productCount = await connection.query('SELECT COUNT(*) as count FROM products');
totalProducts = parseInt(productCount.rows[0].count);
}
if (isCancelled) {
outputProgress({
status: 'cancelled',
operation: 'Product metrics calculation cancelled',
current: processedCount,
total: totalProducts,
elapsed: formatElapsedTime(startTime),
remaining: null,
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)
}
});
return {
processedProducts: processedCount,
processedOrders,
processedPurchaseOrders: 0,
success
};
}
// First ensure all products have a metrics record
await connection.query(`
INSERT INTO product_metrics (pid, last_calculated_at)
SELECT pid, NOW()
FROM products
ON CONFLICT (pid) DO NOTHING
`);
// Get threshold settings once
const thresholds = await connection.query(`
SELECT critical_days, reorder_days, overstock_days, low_stock_threshold
FROM stock_thresholds
WHERE category_id IS NULL AND vendor IS NULL
LIMIT 1
`);
const defaultThresholds = thresholds.rows[0];
// Calculate base product metrics
if (!SKIP_PRODUCT_BASE_METRICS) {
outputProgress({
status: 'running',
operation: 'Starting base product metrics calculation',
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)
}
});
// Get order count that will be processed
const orderCount = await connection.query(`
SELECT COUNT(*) as count
FROM orders o
WHERE o.canceled = false
`);
processedOrders = parseInt(orderCount.rows[0].count);
// Clear temporary tables
await connection.query('DROP TABLE IF EXISTS temp_sales_metrics');
await connection.query('DROP TABLE IF EXISTS temp_purchase_metrics');
// Create temp_sales_metrics
await connection.query(`
CREATE TEMPORARY TABLE temp_sales_metrics (
pid BIGINT NOT NULL,
daily_sales_avg DECIMAL(10,3),
weekly_sales_avg DECIMAL(10,3),
monthly_sales_avg DECIMAL(10,3),
total_revenue DECIMAL(10,3),
avg_margin_percent DECIMAL(10,3),
first_sale_date DATE,
last_sale_date DATE,
PRIMARY KEY (pid)
)
`);
// Create temp_purchase_metrics
await connection.query(`
CREATE TEMPORARY TABLE temp_purchase_metrics (
pid BIGINT NOT NULL,
avg_lead_time_days DOUBLE PRECISION,
last_purchase_date DATE,
first_received_date DATE,
last_received_date DATE,
PRIMARY KEY (pid)
)
`);
// Populate temp_sales_metrics with base stats and sales averages
await connection.query(`
INSERT INTO temp_sales_metrics
SELECT
p.pid,
COALESCE(SUM(o.quantity) / NULLIF(COUNT(DISTINCT DATE(o.date)), 0), 0) as daily_sales_avg,
COALESCE(SUM(o.quantity) / NULLIF(CEIL(COUNT(DISTINCT DATE(o.date)) / 7), 0), 0) as weekly_sales_avg,
COALESCE(SUM(o.quantity) / NULLIF(CEIL(COUNT(DISTINCT DATE(o.date)) / 30), 0), 0) as monthly_sales_avg,
COALESCE(SUM(o.quantity * o.price), 0) as total_revenue,
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 avg_margin_percent,
MIN(o.date) as first_sale_date,
MAX(o.date) as last_sale_date
FROM products p
LEFT JOIN orders o ON p.pid = o.pid
AND o.canceled = false
AND o.date >= CURRENT_DATE - INTERVAL '90 days'
GROUP BY p.pid
`);
// Populate temp_purchase_metrics
await connection.query(`
INSERT INTO temp_purchase_metrics
SELECT
p.pid,
AVG(
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 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
FROM products p
LEFT JOIN purchase_orders po ON p.pid = po.pid
AND po.received_date IS NOT NULL
AND po.date >= CURRENT_DATE - INTERVAL '365 days'
GROUP BY p.pid
`);
// Process updates in batches
let lastPid = 0;
while (true) {
if (isCancelled) break;
const batch = await connection.query(
'SELECT pid FROM products WHERE pid > $1 ORDER BY pid LIMIT $2',
[lastPid, BATCH_SIZE]
);
if (batch.rows.length === 0) break;
await connection.query(`
UPDATE product_metrics pm
SET
inventory_value = p.stock_quantity * NULLIF(p.cost_price, 0),
daily_sales_avg = COALESCE(sm.daily_sales_avg, 0),
weekly_sales_avg = COALESCE(sm.weekly_sales_avg, 0),
monthly_sales_avg = COALESCE(sm.monthly_sales_avg, 0),
total_revenue = COALESCE(sm.total_revenue, 0),
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),
days_of_inventory = CASE
WHEN COALESCE(sm.daily_sales_avg, 0) > 0
THEN FLOOR(p.stock_quantity / NULLIF(sm.daily_sales_avg, 0))
ELSE NULL
END,
weeks_of_inventory = CASE
WHEN COALESCE(sm.weekly_sales_avg, 0) > 0
THEN FLOOR(p.stock_quantity / NULLIF(sm.weekly_sales_avg, 0))
ELSE NULL
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 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'
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
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
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
)
ELSE $8
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))
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[])
`,
[
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)
]
);
lastPid = batch.rows[batch.rows.length - 1].pid;
processedCount += batch.rows.length;
outputProgress({
status: 'running',
operation: 'Processing base metrics batch',
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 forecast accuracy and bias in batches
lastPid = 0;
while (true) {
if (isCancelled) break;
const batch = await connection.query(
'SELECT pid FROM products WHERE pid > $1 ORDER BY pid LIMIT $2',
[lastPid, BATCH_SIZE]
);
if (batch.rows.length === 0) break;
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 (
SELECT
sf.pid,
AVG(CASE
WHEN o.quantity > 0
THEN ABS(sf.forecast_quantity - o.quantity) / o.quantity * 100
ELSE 100
END) as avg_forecast_error,
AVG(CASE
WHEN o.quantity > 0
THEN (sf.forecast_quantity - o.quantity) / o.quantity * 100
ELSE 0
END) as avg_forecast_bias,
MAX(sf.forecast_date) as last_forecast_date
FROM sales_forecasts sf
JOIN orders o ON sf.pid = o.pid
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[])
GROUP BY sf.pid
) fa
WHERE pm.pid = fa.pid
`, [batch.rows.map(row => row.pid)]);
lastPid = batch.rows[batch.rows.length - 1].pid;
}
}
// Calculate product time aggregates
if (!SKIP_PRODUCT_TIME_AGGREGATES) {
outputProgress({
status: 'running',
operation: 'Starting product time aggregates calculation',
current: processedCount || 0,
total: totalProducts || 0,
elapsed: formatElapsedTime(startTime),
remaining: estimateRemaining(startTime, processedCount || 0, totalProducts || 0),
rate: calculateRate(startTime, processedCount || 0),
percentage: (((processedCount || 0) / (totalProducts || 1)) * 100).toFixed(1),
timing: {
start_time: new Date(startTime).toISOString(),
end_time: new Date().toISOString(),
elapsed_seconds: Math.round((Date.now() - startTime) / 1000)
}
});
// 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) as year,
EXTRACT(MONTH FROM o.date) as month,
SUM(o.quantity) as total_quantity_sold,
SUM(o.quantity * o.price) as total_revenue,
SUM(o.quantity * p.cost_price) 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), EXTRACT(MONTH FROM o.date)
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
`);
processedCount = Math.floor(totalProducts * 0.6);
outputProgress({
status: 'running',
operation: 'Product time aggregates calculated',
current: processedCount || 0,
total: totalProducts || 0,
elapsed: formatElapsedTime(startTime),
remaining: estimateRemaining(startTime, processedCount || 0, totalProducts || 0),
rate: calculateRate(startTime, processedCount || 0),
percentage: (((processedCount || 0) / (totalProducts || 1)) * 100).toFixed(1),
timing: {
start_time: new Date(startTime).toISOString(),
end_time: new Date().toISOString(),
elapsed_seconds: Math.round((Date.now() - startTime) / 1000)
}
});
} else {
processedCount = Math.floor(totalProducts * 0.6);
outputProgress({
status: 'running',
operation: 'Skipping product time aggregates calculation',
current: processedCount || 0,
total: totalProducts || 0,
elapsed: formatElapsedTime(startTime),
remaining: estimateRemaining(startTime, processedCount || 0, totalProducts || 0),
rate: calculateRate(startTime, processedCount || 0),
percentage: (((processedCount || 0) / (totalProducts || 1)) * 100).toFixed(1),
timing: {
start_time: new Date(startTime).toISOString(),
end_time: new Date().toISOString(),
elapsed_seconds: Math.round((Date.now() - startTime) / 1000)
}
});
}
// Calculate ABC classification
outputProgress({
status: 'running',
operation: 'Starting ABC classification',
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)
}
});
if (isCancelled) return {
processedProducts: processedCount,
processedOrders,
processedPurchaseOrders: 0, // This module doesn't process POs
success
};
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 };
// First, create and populate the rankings table with an index
await connection.query('DROP TABLE IF EXISTS temp_revenue_ranks');
await connection.query(`
CREATE TEMPORARY TABLE temp_revenue_ranks (
pid BIGINT NOT NULL,
total_revenue DECIMAL(10,3),
rank_num INT,
dense_rank_num INT,
percentile DECIMAL(5,2),
total_count INT,
PRIMARY KEY (pid)
)
`);
await connection.query('CREATE INDEX ON temp_revenue_ranks (rank_num)');
await connection.query('CREATE INDEX ON temp_revenue_ranks (dense_rank_num)');
await connection.query('CREATE INDEX ON temp_revenue_ranks (percentile)');
// Calculate rankings with proper tie handling
await connection.query(`
INSERT INTO temp_revenue_ranks
WITH revenue_data AS (
SELECT
pid,
total_revenue,
COUNT(*) OVER () as total_count,
PERCENT_RANK() OVER (ORDER BY total_revenue DESC) * 100 as percentile,
RANK() OVER (ORDER BY total_revenue DESC) as rank_num,
DENSE_RANK() OVER (ORDER BY total_revenue DESC) as dense_rank_num
FROM product_metrics
WHERE total_revenue > 0
)
SELECT
pid,
total_revenue,
rank_num,
dense_rank_num,
percentile,
total_count
FROM revenue_data
`);
// Get total count for percentage calculation
const rankingCount = await connection.query('SELECT MAX(rank_num) as total_count FROM temp_revenue_ranks');
const totalCount = parseInt(rankingCount.rows[0].total_count) || 1;
const max_rank = totalCount;
// Process updates in batches
let abcProcessedCount = 0;
const batchSize = 5000;
while (true) {
if (isCancelled) return {
processedProducts: processedCount,
processedOrders,
processedPurchaseOrders: 0, // This module doesn't process POs
success
};
// Get a batch of PIDs that need updating
const pids = await connection.query(`
SELECT pm.pid
FROM product_metrics pm
LEFT JOIN temp_revenue_ranks tr ON pm.pid = tr.pid
WHERE pm.abc_class IS NULL
OR pm.abc_class !=
CASE
WHEN tr.pid IS NULL THEN 'C'
WHEN tr.percentile <= $1 THEN 'A'
WHEN tr.percentile <= $2 THEN 'B'
ELSE 'C'
END
LIMIT $3
`, [abcThresholds.a_threshold, abcThresholds.b_threshold, batchSize]);
if (pids.rows.length === 0) break;
const pidValues = pids.rows.map(row => row.pid);
await connection.query(`
UPDATE product_metrics pm
SET abc_class =
CASE
WHEN tr.pid IS NULL THEN 'C'
WHEN tr.percentile <= $1 THEN 'A'
WHEN tr.percentile <= $2 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]);
// Now update turnover rate with proper handling of zero inventory periods
await connection.query(`
UPDATE product_metrics pm
SET
turnover_rate = CASE
WHEN sales.avg_nonzero_stock > 0 AND sales.active_days > 0
THEN LEAST(
(sales.total_sold / sales.avg_nonzero_stock) * (365.0 / sales.active_days),
999.99
)
ELSE 0
END,
last_calculated_at = NOW()
FROM (
SELECT
o.pid,
SUM(o.quantity) as total_sold,
COUNT(DISTINCT DATE(o.date)) as active_days,
AVG(CASE
WHEN p.stock_quantity > 0 THEN p.stock_quantity
ELSE NULL
END) as avg_nonzero_stock
FROM orders o
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[])
GROUP BY o.pid
) sales
WHERE pm.pid = sales.pid
`, [pidValues]);
abcProcessedCount += pids.rows.length;
// Calculate progress proportionally to batch size
processedCount = Math.floor(totalProducts * (0.60 + (abcProcessedCount / totalProducts) * 0.2));
outputProgress({
status: 'running',
operation: 'ABC classification progress',
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)
}
});
}
// If we get here, everything completed successfully
success = true;
// Update calculate_status
await connection.query(`
INSERT INTO calculate_status (module_name, last_calculation_timestamp)
VALUES ('product_metrics', NOW())
ON CONFLICT (module_name) DO UPDATE
SET last_calculation_timestamp = NOW()
`);
return {
processedProducts: processedCount || 0,
processedOrders: processedOrders || 0,
processedPurchaseOrders: 0, // This module doesn't process POs
success
};
} catch (error) {
success = false;
logError(error, 'Error calculating product metrics');
throw error;
} finally {
if (connection) {
connection.release();
}
}
}
function calculateStockStatus(stock, config, daily_sales_avg, weekly_sales_avg, monthly_sales_avg) {
if (stock <= 0) {
return 'Out of Stock';
}
// Use the most appropriate sales average based on data quality
let sales_avg = daily_sales_avg;
if (sales_avg === 0) {
sales_avg = weekly_sales_avg / 7;
}
if (sales_avg === 0) {
sales_avg = monthly_sales_avg / 30;
}
if (sales_avg === 0) {
return stock <= config.low_stock_threshold ? 'Low Stock' : 'In Stock';
}
const days_of_stock = stock / sales_avg;
if (days_of_stock <= config.critical_days) {
return 'Critical';
} else if (days_of_stock <= config.reorder_days) {
return 'Reorder';
} else if (days_of_stock > config.overstock_days) {
return 'Overstocked';
}
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
};
}
module.exports = calculateProductMetrics;