Files
tradon/modules/purchase_trade/docs/business/sql/quantity_consistency_checks.sql
2026-05-13 20:28:40 +02:00

481 lines
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SQL

-- Active: 1778691597138@@72.61.163.139@5433@tradon
-- Active: 1778686654594@@72.61.163.139@5435@tradon
/*
Purchase Trade quantity consistency diagnostics.
Read-only script. It returns rows only when a consistency issue is detected.
Rules checked:
1. For each trade line with one virtual lot:
sum(physical lots current quantity) + virtual lot current quantity
= line quantity_theorical.
2. For each virtual purchase lot:
sum(non-zero lot_qt.lot_quantity where lot_p = virtual lot)
= virtual lot current quantity.
Matched and unmatched lot_qt rows are both included.
3. For each virtual sale lot:
sum(non-zero lot_qt.lot_quantity where lot_s = virtual lot)
= virtual lot current quantity.
Rows linked to a purchase lot and rows without purchase lot are both
included.
Zero lot_qt rows are completely ignored by the checks. They may be the memory
of an open quantity consumed by a physical lot. This also matters when the
virtual lot becomes negative to compensate the difference between theoretical
and executed quantity: lot_qt represents usable open forecast and stops at
zero.
Notes:
- The script uses the lot current state, i.e. lot_lot.lot_state joined to
lot_qt_hist.quantity_type.
- Quantities are converted with product_uom.factor when source and target
units are in the same category.
- Cross-category conversions are reported separately because the Python code
sometimes passes an explicit factor/rate and SQL cannot infer that business
context safely.
*/
WITH
params AS (
SELECT 0.00001::numeric AS epsilon
),
uom AS (
SELECT id, name, symbol, category, factor::numeric AS factor
FROM product_uom
),
lot_current AS (
SELECT
lot.id AS lot_id,
lot.line AS purchase_line,
lot.sale_line AS sale_line,
lot.lot_type,
lot.lot_state,
lot.lot_unit_line,
hist.quantity_type,
COALESCE(hist.quantity, 0)::numeric AS current_quantity
FROM lot_lot lot
LEFT JOIN lot_qt_hist hist
ON hist.lot = lot.id
AND hist.quantity_type = lot.lot_state
),
purchase_line_base AS (
SELECT
pl.id AS line_id,
pp.id AS contract_id,
pp.number AS contract_number,
pl.quantity_theorical::numeric AS theoretical_quantity,
pl.quantity::numeric AS line_quantity,
pl.unit AS line_unit,
COUNT(vlot.id) AS virtual_count,
MIN(vlot.id) AS virtual_lot_id
FROM purchase_line pl
LEFT JOIN purchase_purchase pp ON pp.id = pl.purchase
LEFT JOIN lot_lot vlot
ON vlot.line = pl.id
AND vlot.lot_type = 'virtual'
WHERE pl.quantity_theorical IS NOT NULL
GROUP BY
pl.id, pp.id, pp.number, pl.quantity_theorical, pl.quantity, pl.unit
),
sale_line_base AS (
SELECT
sl.id AS line_id,
ss.id AS contract_id,
ss.number AS contract_number,
sl.quantity_theorical::numeric AS theoretical_quantity,
sl.quantity::numeric AS line_quantity,
sl.unit AS line_unit,
COUNT(vlot.id) AS virtual_count,
MIN(vlot.id) AS virtual_lot_id
FROM sale_line sl
LEFT JOIN sale_sale ss ON ss.id = sl.sale
LEFT JOIN lot_lot vlot
ON vlot.sale_line = sl.id
AND vlot.lot_type = 'virtual'
WHERE sl.quantity_theorical IS NOT NULL
GROUP BY
sl.id, ss.id, ss.number, sl.quantity_theorical, sl.quantity, sl.unit
),
purchase_line_quantities AS (
SELECT
base.line_id,
base.contract_id,
base.contract_number,
base.theoretical_quantity,
base.line_quantity,
base.line_unit,
base.virtual_count,
base.virtual_lot_id,
COALESCE(SUM(
CASE
WHEN phys_uom.category = line_uom.category
THEN phys.current_quantity * phys_uom.factor / line_uom.factor
ELSE NULL
END), 0)::numeric AS physical_quantity,
MAX(
CASE
WHEN vlot_uom.category = line_uom.category
THEN vlot.current_quantity * vlot_uom.factor / line_uom.factor
ELSE NULL
END)::numeric AS virtual_quantity,
COUNT(*) FILTER (
WHERE phys.lot_id IS NOT NULL
AND phys_uom.category IS DISTINCT FROM line_uom.category
) AS physical_cross_category_count,
CASE
WHEN vlot.lot_id IS NOT NULL
AND vlot_uom.category IS DISTINCT FROM line_uom.category
THEN 1 ELSE 0
END AS virtual_cross_category_count
FROM purchase_line_base base
LEFT JOIN uom line_uom ON line_uom.id = base.line_unit
LEFT JOIN lot_current vlot ON vlot.lot_id = base.virtual_lot_id
LEFT JOIN uom vlot_uom ON vlot_uom.id = vlot.lot_unit_line
LEFT JOIN lot_current phys
ON phys.purchase_line = base.line_id
AND phys.lot_type = 'physic'
LEFT JOIN uom phys_uom ON phys_uom.id = phys.lot_unit_line
GROUP BY
base.line_id, base.contract_id, base.contract_number,
base.theoretical_quantity, base.line_quantity,
base.line_unit, base.virtual_count, base.virtual_lot_id,
vlot.lot_id, vlot.current_quantity, vlot_uom.category,
vlot_uom.factor, line_uom.category, line_uom.factor
),
sale_line_quantities AS (
SELECT
base.line_id,
base.contract_id,
base.contract_number,
base.theoretical_quantity,
base.line_quantity,
base.line_unit,
base.virtual_count,
base.virtual_lot_id,
COALESCE(SUM(
CASE
WHEN phys_uom.category = line_uom.category
THEN phys.current_quantity * phys_uom.factor / line_uom.factor
ELSE NULL
END), 0)::numeric AS physical_quantity,
MAX(
CASE
WHEN vlot_uom.category = line_uom.category
THEN vlot.current_quantity * vlot_uom.factor / line_uom.factor
ELSE NULL
END)::numeric AS virtual_quantity,
COUNT(*) FILTER (
WHERE phys.lot_id IS NOT NULL
AND phys_uom.category IS DISTINCT FROM line_uom.category
) AS physical_cross_category_count,
CASE
WHEN vlot.lot_id IS NOT NULL
AND vlot_uom.category IS DISTINCT FROM line_uom.category
THEN 1 ELSE 0
END AS virtual_cross_category_count
FROM sale_line_base base
LEFT JOIN uom line_uom ON line_uom.id = base.line_unit
LEFT JOIN lot_current vlot ON vlot.lot_id = base.virtual_lot_id
LEFT JOIN uom vlot_uom ON vlot_uom.id = vlot.lot_unit_line
LEFT JOIN lot_current phys
ON phys.sale_line = base.line_id
AND phys.lot_type = 'physic'
LEFT JOIN uom phys_uom ON phys_uom.id = phys.lot_unit_line
GROUP BY
base.line_id, base.contract_id, base.contract_number,
base.theoretical_quantity, base.line_quantity,
base.line_unit, base.virtual_count, base.virtual_lot_id,
vlot.lot_id, vlot.current_quantity, vlot_uom.category,
vlot_uom.factor, line_uom.category, line_uom.factor
),
purchase_lot_qt_balance AS (
SELECT
vlot.id AS virtual_lot_id,
vlot.line AS line_id,
pp.id AS contract_id,
pp.number AS contract_number,
COALESCE(SUM(
CASE
WHEN lqt_uom.category = line_uom.category
THEN COALESCE(lqt.lot_quantity, 0)::numeric
* lqt_uom.factor / line_uom.factor
ELSE NULL
END), 0)::numeric AS lot_qt_quantity,
MAX(
CASE
WHEN vlot_uom.category = line_uom.category
THEN current.current_quantity * vlot_uom.factor / line_uom.factor
ELSE NULL
END)::numeric AS virtual_quantity,
COUNT(*) FILTER (
WHERE lqt.id IS NOT NULL
AND lqt_uom.category IS DISTINCT FROM line_uom.category
) AS lot_qt_cross_category_count
FROM lot_lot vlot
JOIN purchase_line pl ON pl.id = vlot.line
LEFT JOIN purchase_purchase pp ON pp.id = pl.purchase
JOIN uom line_uom ON line_uom.id = pl.unit
LEFT JOIN lot_current current ON current.lot_id = vlot.id
LEFT JOIN uom vlot_uom ON vlot_uom.id = current.lot_unit_line
LEFT JOIN lot_qt lqt
ON lqt.lot_p = vlot.id
AND COALESCE(lqt.lot_quantity, 0) <> 0
LEFT JOIN uom lqt_uom ON lqt_uom.id = lqt.lot_unit
WHERE vlot.lot_type = 'virtual'
GROUP BY vlot.id, vlot.line, pp.id, pp.number
),
sale_lot_qt_balance AS (
SELECT
vlot.id AS virtual_lot_id,
vlot.sale_line AS line_id,
ss.id AS contract_id,
ss.number AS contract_number,
COALESCE(SUM(
CASE
WHEN lqt_uom.category = line_uom.category
THEN COALESCE(lqt.lot_quantity, 0)::numeric
* lqt_uom.factor / line_uom.factor
ELSE NULL
END), 0)::numeric AS lot_qt_quantity,
MAX(
CASE
WHEN vlot_uom.category = line_uom.category
THEN current.current_quantity * vlot_uom.factor / line_uom.factor
ELSE NULL
END)::numeric AS virtual_quantity,
COUNT(*) FILTER (
WHERE lqt.id IS NOT NULL
AND lqt_uom.category IS DISTINCT FROM line_uom.category
) AS lot_qt_cross_category_count
FROM lot_lot vlot
JOIN sale_line sl ON sl.id = vlot.sale_line
LEFT JOIN sale_sale ss ON ss.id = sl.sale
JOIN uom line_uom ON line_uom.id = sl.unit
LEFT JOIN lot_current current ON current.lot_id = vlot.id
LEFT JOIN uom vlot_uom ON vlot_uom.id = current.lot_unit_line
LEFT JOIN lot_qt lqt
ON lqt.lot_s = vlot.id
AND COALESCE(lqt.lot_quantity, 0) <> 0
LEFT JOIN uom lqt_uom ON lqt_uom.id = lqt.lot_unit
WHERE vlot.lot_type = 'virtual'
GROUP BY vlot.id, vlot.sale_line, ss.id, ss.number
)
SELECT *
FROM (
SELECT
'purchase_line_virtual_count' AS check_name,
'purchase.purchase' AS contract_model,
contract_id,
contract_number,
line_id,
virtual_lot_id,
virtual_count::numeric AS observed_value,
1::numeric AS expected_value,
(virtual_count - 1)::numeric AS diff,
'purchase.line must have exactly one virtual lot once initialized'
AS detail
FROM purchase_line_base
WHERE virtual_count <> 1
UNION ALL
SELECT
'sale_line_virtual_count' AS check_name,
'sale.sale' AS contract_model,
contract_id,
contract_number,
line_id,
virtual_lot_id,
virtual_count::numeric AS observed_value,
1::numeric AS expected_value,
(virtual_count - 1)::numeric AS diff,
'sale.line must have exactly one virtual lot once initialized'
AS detail
FROM sale_line_base
WHERE virtual_count <> 1
UNION ALL
SELECT
'purchase_line_physical_plus_virtual' AS check_name,
'purchase.purchase' AS contract_model,
q.contract_id,
q.contract_number,
q.line_id,
q.virtual_lot_id,
ROUND(q.physical_quantity + COALESCE(q.virtual_quantity, 0), 5)
AS observed_value,
ROUND(q.theoretical_quantity, 5) AS expected_value,
ROUND(
q.physical_quantity + COALESCE(q.virtual_quantity, 0)
- q.theoretical_quantity, 5) AS diff,
'physical lots + virtual lot must equal purchase quantity_theorical'
AS detail
FROM purchase_line_quantities q, params p
WHERE q.virtual_count = 1
AND q.physical_cross_category_count = 0
AND q.virtual_cross_category_count = 0
AND ABS(
q.physical_quantity + COALESCE(q.virtual_quantity, 0)
- q.theoretical_quantity) > p.epsilon
UNION ALL
SELECT
'sale_line_physical_plus_virtual' AS check_name,
'sale.sale' AS contract_model,
q.contract_id,
q.contract_number,
q.line_id,
q.virtual_lot_id,
ROUND(q.physical_quantity + COALESCE(q.virtual_quantity, 0), 5)
AS observed_value,
ROUND(q.theoretical_quantity, 5) AS expected_value,
ROUND(
q.physical_quantity + COALESCE(q.virtual_quantity, 0)
- q.theoretical_quantity, 5) AS diff,
'physical lots + virtual lot must equal sale quantity_theorical'
AS detail
FROM sale_line_quantities q, params p
WHERE q.virtual_count = 1
AND q.physical_cross_category_count = 0
AND q.virtual_cross_category_count = 0
AND ABS(
q.physical_quantity + COALESCE(q.virtual_quantity, 0)
- q.theoretical_quantity) > p.epsilon
UNION ALL
SELECT
'purchase_lot_qt_equals_virtual' AS check_name,
'purchase.purchase' AS contract_model,
b.contract_id,
b.contract_number,
b.line_id,
b.virtual_lot_id,
ROUND(b.lot_qt_quantity, 5) AS observed_value,
ROUND(GREATEST(COALESCE(b.virtual_quantity, 0), 0), 5) AS expected_value,
ROUND(
b.lot_qt_quantity
- GREATEST(COALESCE(b.virtual_quantity, 0), 0), 5) AS diff,
'sum non-zero lot_qt where lot_p = virtual lot must equal positive virtual lot quantity'
AS detail
FROM purchase_lot_qt_balance b, params p
WHERE b.lot_qt_cross_category_count = 0
AND ABS(
b.lot_qt_quantity
- GREATEST(COALESCE(b.virtual_quantity, 0), 0)) > p.epsilon
UNION ALL
SELECT
'sale_lot_qt_equals_virtual' AS check_name,
'sale.sale' AS contract_model,
b.contract_id,
b.contract_number,
b.line_id,
b.virtual_lot_id,
ROUND(b.lot_qt_quantity, 5) AS observed_value,
ROUND(GREATEST(COALESCE(b.virtual_quantity, 0), 0), 5) AS expected_value,
ROUND(
b.lot_qt_quantity
- GREATEST(COALESCE(b.virtual_quantity, 0), 0), 5) AS diff,
'sum non-zero lot_qt where lot_s = virtual lot must equal positive virtual lot quantity'
AS detail
FROM sale_lot_qt_balance b, params p
WHERE b.lot_qt_cross_category_count = 0
AND ABS(
b.lot_qt_quantity
- GREATEST(COALESCE(b.virtual_quantity, 0), 0)) > p.epsilon
UNION ALL
SELECT
'purchase_cross_category_manual_review' AS check_name,
'purchase.purchase' AS contract_model,
q.contract_id,
q.contract_number,
q.line_id,
q.virtual_lot_id,
(q.physical_cross_category_count + q.virtual_cross_category_count)::numeric,
0::numeric,
(q.physical_cross_category_count + q.virtual_cross_category_count)::numeric,
'line has lot quantities in another UoM category; review with Python conversion context'
AS detail
FROM purchase_line_quantities q
WHERE q.physical_cross_category_count + q.virtual_cross_category_count > 0
UNION ALL
SELECT
'sale_cross_category_manual_review' AS check_name,
'sale.sale' AS contract_model,
q.contract_id,
q.contract_number,
q.line_id,
q.virtual_lot_id,
(q.physical_cross_category_count + q.virtual_cross_category_count)::numeric,
0::numeric,
(q.physical_cross_category_count + q.virtual_cross_category_count)::numeric,
'line has lot quantities in another UoM category; review with Python conversion context'
AS detail
FROM sale_line_quantities q
WHERE q.physical_cross_category_count + q.virtual_cross_category_count > 0
UNION ALL
SELECT
'lot_qt_cross_category_manual_review' AS check_name,
'purchase.purchase' AS contract_model,
b.contract_id,
b.contract_number,
b.line_id,
b.virtual_lot_id,
b.lot_qt_cross_category_count::numeric,
0::numeric,
b.lot_qt_cross_category_count::numeric,
'lot_qt contains quantities in another UoM category; review with Python conversion context'
AS detail
FROM purchase_lot_qt_balance b
WHERE b.lot_qt_cross_category_count > 0
UNION ALL
SELECT
'sale_lot_qt_cross_category_manual_review' AS check_name,
'sale.sale' AS contract_model,
b.contract_id,
b.contract_number,
b.line_id,
b.virtual_lot_id,
b.lot_qt_cross_category_count::numeric,
0::numeric,
b.lot_qt_cross_category_count::numeric,
'lot_qt contains quantities in another UoM category; review with Python conversion context'
AS detail
FROM sale_lot_qt_balance b
WHERE b.lot_qt_cross_category_count > 0
UNION ALL
SELECT
'lot_qt_without_lot_link' AS check_name,
NULL::text AS contract_model,
NULL::integer AS contract_id,
NULL::text AS contract_number,
NULL::integer AS line_id,
NULL::integer AS virtual_lot_id,
COALESCE(lqt.lot_quantity, 0)::numeric AS observed_value,
0::numeric AS expected_value,
COALESCE(lqt.lot_quantity, 0)::numeric AS diff,
'non-zero lot_qt row has neither lot_p nor lot_s'
AS detail
FROM lot_qt lqt
WHERE lqt.lot_p IS NULL
AND lqt.lot_s IS NULL
AND COALESCE(lqt.lot_quantity, 0) <> 0
) issues
ORDER BY check_name, contract_number, line_id, virtual_lot_id;