feat(db): add cintas_calculate_summary stored procedure for install calendar summary

Add comprehensive PostgreSQL stored procedure to calculate weekly summary data for Cintas install calendar. The procedure processes TRR values, 4-week averages, and power adds across multiple weeks, populating the cintas_intall_calendar_summary table with calculated metrics.

- Creates temporary weekSums table for intermediate calculations
- Processes current week plus 3 previous weeks of data
- Handles edge cases for pending installations
- Aggregates TRR totals, 4-week averages, and power additions
- Populates summary table with formatted week labels

prisma/migrations/20250722041246_add_cintas_calculate_summary_procedure/migration.sql

@@ -0,0 +1,203 @@
+-- Create the cintas_calculate_summary stored procedure
+CREATE OR REPLACE PROCEDURE cintas_calculate_summary(IN provided_import_id bigint)
+    LANGUAGE plpgsql
+AS
+$$
+BEGIN
+    CREATE TEMP TABLE weekSums
+    (
+        week       int          not null,
+        amount     decimal      not null,
+        amountType varchar(100) not null
+    );
+
+    -- current week
+    insert into weekSums (week, amount, amountType)
+    select aw.week,
+           sum(aw.week_sum),
+           'trr4wk'
+    from cintas_install_calendar i
+             inner join lateral (
+        select case when i.install_date <> '' then i.install_date::date else null end,
+               case
+                   when i.install_date <> '' then date_part('week', i.install_date::date)
+                   when i.opportunity_status = 'Pending - Install Not Scheduled' then 99 + 22
+                   else null end,
+               case when i.trr <> '' then i.trr::decimal else 0 end,
+               case when i.paper_chem_wk1 <> '' then i.paper_chem_wk1::decimal else 0 end,
+               case when i.paper_chem_wk2 <> '' then i.paper_chem_wk2::decimal else 0 end,
+               case when i.paper_chem_wk3 <> '' then i.paper_chem_wk3::decimal else 0 end,
+               case when i.paper_chem_wk4 <> '' then i.paper_chem_wk4::decimal else 0 end,
+               case when i.power_add <> '' then i.power_add::decimal else 0 end
+        ) w (install_date, week, trr, paper_chem_wk1, paper_chem_wk2, paper_chem_wk3, paper_chem_wk4, power_add) on true
+             inner join lateral (
+        select case when w.week is null then null when w.week >= 23 then w.week - 22 else w.week + 30 end,
+               w.trr + w.paper_chem_wk1
+        ) aw (week, week_sum) on true
+             inner join lateral (
+        select case when aw.week > 1 then aw.week + 1 else null end,
+               case when aw.week > 2 then aw.week + 2 else null end,
+               case when aw.week > 3 then aw.week + 3 else null end
+        ) ow (week_minus_1, week_minus_2, week_minus_3) on true
+    where i.import_id = provided_import_id
+      and rtrim(opportunity_status) <> ''
+      and w.week is not null
+    group by aw.week
+    ;
+
+    -- week - 1
+    insert into weekSums (week, amount, amountType)
+    select ow.week_minus_1,
+           sum(w.paper_chem_wk2),
+           'week-1'
+    from cintas_install_calendar i
+             inner join lateral (
+        select case when i.install_date <> '' then i.install_date::date else null end,
+               case
+                   when i.install_date <> '' then date_part('week', i.install_date::date)
+                   when i.opportunity_status = 'Pending - Install Not Scheduled' then 99 + 22
+                   else null end,
+               case when i.trr <> '' then i.trr::decimal else 0 end,
+               case when i.paper_chem_wk1 <> '' then i.paper_chem_wk1::decimal else 0 end,
+               case when i.paper_chem_wk2 <> '' then i.paper_chem_wk2::decimal else 0 end,
+               case when i.paper_chem_wk3 <> '' then i.paper_chem_wk3::decimal else 0 end,
+               case when i.paper_chem_wk4 <> '' then i.paper_chem_wk4::decimal else 0 end,
+               case when i.power_add <> '' then i.power_add::decimal else 0 end
+        ) w (install_date, week, trr, paper_chem_wk1, paper_chem_wk2, paper_chem_wk3, paper_chem_wk4, power_add) on true
+             inner join lateral (
+        select case when w.week is null then null when w.week >= 23 then w.week - 22 else w.week + 30 end,
+               w.trr + w.paper_chem_wk1
+        ) aw (week, week_sum) on true
+             inner join lateral (
+        select case when aw.week > 1 then aw.week + 1 else null end,
+               case when aw.week > 2 then aw.week + 2 else null end,
+               case when aw.week > 3 then aw.week + 3 else null end
+        ) ow (week_minus_1, week_minus_2, week_minus_3) on true
+    where i.import_id = provided_import_id
+      and rtrim(opportunity_status) <> ''
+      and ow.week_minus_1 is not null
+      and aw.week <> 99
+    group by ow.week_minus_1
+    ;
+
+    -- week - 2
+    insert into weekSums (week, amount, amountType)
+    select ow.week_minus_2,
+           sum(w.paper_chem_wk3),
+           'week-2'
+    from cintas_install_calendar i
+             inner join lateral (
+        select case when i.install_date <> '' then i.install_date::date else null end,
+               case
+                   when i.install_date <> '' then date_part('week', i.install_date::date)
+                   when i.opportunity_status = 'Pending - Install Not Scheduled' then 99 + 22
+                   else null end,
+               case when i.trr <> '' then i.trr::decimal else 0 end,
+               case when i.paper_chem_wk1 <> '' then i.paper_chem_wk1::decimal else 0 end,
+               case when i.paper_chem_wk2 <> '' then i.paper_chem_wk2::decimal else 0 end,
+               case when i.paper_chem_wk3 <> '' then i.paper_chem_wk3::decimal else 0 end,
+               case when i.paper_chem_wk4 <> '' then i.paper_chem_wk4::decimal else 0 end,
+               case when i.power_add <> '' then i.power_add::decimal else 0 end
+        ) w (install_date, week, trr, paper_chem_wk1, paper_chem_wk2, paper_chem_wk3, paper_chem_wk4, power_add) on true
+             inner join lateral (
+        select case when w.week is null then null when w.week >= 23 then w.week - 22 else w.week + 30 end,
+               w.trr + w.paper_chem_wk1
+        ) aw (week, week_sum) on true
+             inner join lateral (
+        select case when aw.week > 1 then aw.week + 1 else null end,
+               case when aw.week > 2 then aw.week + 2 else null end,
+               case when aw.week > 3 then aw.week + 3 else null end
+        ) ow (week_minus_1, week_minus_2, week_minus_3) on true
+    where i.import_id = provided_import_id
+      and rtrim(opportunity_status) <> ''
+      and ow.week_minus_2 is not null
+      and aw.week <> 99
+    group by ow.week_minus_2
+    ;
+
+    -- week - 3
+    insert into weekSums (week, amount, amountType)
+    select ow.week_minus_3,
+           sum(w.paper_chem_wk4),
+           'week-3'
+    from cintas_install_calendar i
+             inner join lateral (
+        select case when i.install_date <> '' then i.install_date::date else null end,
+               case
+                   when i.install_date <> '' then date_part('week', i.install_date::date)
+                   when i.opportunity_status = 'Pending - Install Not Scheduled' then 99 + 22
+                   else null end,
+               case when i.trr <> '' then i.trr::decimal else 0 end,
+               case when i.paper_chem_wk1 <> '' then i.paper_chem_wk1::decimal else 0 end,
+               case when i.paper_chem_wk2 <> '' then i.paper_chem_wk2::decimal else 0 end,
+               case when i.paper_chem_wk3 <> '' then i.paper_chem_wk3::decimal else 0 end,
+               case when i.paper_chem_wk4 <> '' then i.paper_chem_wk4::decimal else 0 end,
+               case when i.power_add <> '' then i.power_add::decimal else 0 end
+        ) w (install_date, week, trr, paper_chem_wk1, paper_chem_wk2, paper_chem_wk3, paper_chem_wk4, power_add) on true
+             inner join lateral (
+        select case when w.week is null then null when w.week >= 23 then w.week - 22 else w.week + 30 end,
+               w.trr + w.paper_chem_wk1
+        ) aw (week, week_sum) on true
+             inner join lateral (
+        select case when aw.week > 1 then aw.week + 1 else null end,
+               case when aw.week > 2 then aw.week + 2 else null end,
+               case when aw.week > 3 then aw.week + 3 else null end
+        ) ow (week_minus_1, week_minus_2, week_minus_3) on true
+    where i.import_id = provided_import_id
+      and rtrim(opportunity_status) <> ''
+      and ow.week_minus_3 is not null
+      and aw.week <> 99
+    group by ow.week_minus_3
+    ;
+
+    -- power adds
+    insert into weekSums (week, amount, amountType)
+    select aw.week,
+           sum(w.power_add),
+           'poweradd'
+    from cintas_install_calendar i
+             inner join lateral (
+        select case when i.install_date <> '' then i.install_date::date else null end,
+               case
+                   when i.install_date <> '' then date_part('week', i.install_date::date)
+                   when i.opportunity_status = 'Pending - Install Not Scheduled' then 99 + 22
+                   else null end,
+               case when i.trr <> '' then i.trr::decimal else 0 end,
+               case when i.paper_chem_wk1 <> '' then i.paper_chem_wk1::decimal else 0 end,
+               case when i.paper_chem_wk2 <> '' then i.paper_chem_wk2::decimal else 0 end,
+               case when i.paper_chem_wk3 <> '' then i.paper_chem_wk3::decimal else 0 end,
+               case when i.paper_chem_wk4 <> '' then i.paper_chem_wk4::decimal else 0 end,
+               case when i.power_add <> '' then i.power_add::decimal else 0 end
+        ) w (install_date, week, trr, paper_chem_wk1, paper_chem_wk2, paper_chem_wk3, paper_chem_wk4, power_add) on true
+             inner join lateral (
+        select case when w.week is null then null when w.week >= 23 then w.week - 22 else w.week + 30 end,
+               w.trr + w.paper_chem_wk1
+        ) aw (week, week_sum) on true
+             inner join lateral (
+        select case when aw.week > 1 then aw.week + 1 else null end,
+               case when aw.week > 2 then aw.week + 2 else null end,
+               case when aw.week > 3 then aw.week + 3 else null end
+        ) ow (week_minus_1, week_minus_2, week_minus_3) on true
+    where i.import_id = provided_import_id
+      and rtrim(opportunity_status) <> ''
+      and aw.week is not null
+      and aw.week <> 99
+    group by aw.week
+    ;
+
+    insert into cintas_intall_calendar_summary (import_id, week, trr_total, fourwk_averages, trr_plus_4wk, power_adds, week_id)
+    select distinct
+        provided_import_id,
+        case when t.week = 99 then 'Pending - Install Not Scheduled' else concat('Week ', t.week::varchar(100)) end "Week",
+        cast(sum(case when t.amountType <> 'poweradd' and t.amountType = 'trr4wk' then t.amount else 0 end) over (partition by t.week) as decimal(9,0)) "TRR Total",
+        cast(sum(case when t.amountType <> 'poweradd' and t.amountType <> 'trr4wk' then t.amount else 0 end) over (partition by t.week) as decimal(9,0)) "4WK Averages",
+        cast(sum(case when t.amountType <> 'poweradd' then t.amount else 0 end) over (partition by t.week) as decimal(9,0)) "TRR + 4WK",
+        cast(sum(case when t.amountType = 'poweradd' then t.amount else 0 end) over (partition by t.week) as decimal(9,0)) "Power Adds",
+        t.week "WeekId"
+    from weekSums t
+    order by t.week desc
+    ;
+
+    drop table weekSums;
+END;
+$$;