d14990bb01
- Rename src/materia/ → src/beanflows/ (Python package)
- Rename transform/sqlmesh_materia/ → transform/sqlmesh_beanflows/
- Rename infra/supervisor/materia-supervisor.service → beanflows-supervisor.service
- Rename infra/backup/materia-backup.{service,timer} → beanflows-backup.{service,timer}
- Update all path strings: /opt/materia → /opt/beanflows, /data/materia → /data/beanflows
- Update pyproject.toml: project name, CLI entrypoint, workspace source key
- Update all internal imports from materia.* → beanflows.*
- Update infra scripts: REPO_DIR, service names, systemctl references
- Fix docker-compose.prod.yml: /data/materia → /data/beanflows (bind mount path)
Intentionally left unchanged: Pulumi stack name (materia-infrastructure) and
Hetzner resource names ("materia-key", "managed_by: materia") — these reference
live cloud infrastructure and require separate cloud-side renames.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
53 lines
2.3 KiB
SQL
53 lines
2.3 KiB
SQL
/* Serving mart: ICE certified Coffee C warehouse stocks, analytics-ready. */ /* Adds 30-day rolling average, week-over-week change, and drawdown from */ /* 52-week high. Physical supply indicator used alongside S/D and positioning. */ /* "Certified stocks" = coffee graded and stamped as eligible for delivery */ /* against ICE Coffee C futures — traders watch this as a squeeze indicator. */ /* Grain: one row per report_date. */
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MODEL (
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name serving.ice_warehouse_stocks,
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kind INCREMENTAL_BY_TIME_RANGE (
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time_column report_date
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),
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grain (
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report_date
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),
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start '2000-01-01',
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cron '@daily'
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);
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WITH base AS (
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SELECT
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f.report_date,
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f.total_certified_bags,
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f.pending_grading_bags,
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f.total_certified_bags /* Week-over-week change (compare to 7 calendar days ago via LAG over ordered rows) */ /* Using LAG(1) since data is daily: compares to previous trading/reporting day */ - LAG(f.total_certified_bags, 1) OVER (ORDER BY f.report_date) AS wow_change_bags,
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ROUND(
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AVG(f.total_certified_bags::DOUBLE) OVER (ORDER BY f.report_date ROWS BETWEEN 29 PRECEDING AND CURRENT ROW),
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0
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) AS avg_30d_bags, /* 30-day rolling average (smooths daily noise) */
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MAX(f.total_certified_bags) OVER (ORDER BY f.report_date ROWS BETWEEN 364 PRECEDING AND CURRENT ROW) AS high_52w_bags, /* 52-week high (365 calendar days ≈ 252 trading days; use 365-row window as proxy) */
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ROUND(
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(
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f.total_certified_bags::DOUBLE - MAX(f.total_certified_bags) OVER (ORDER BY f.report_date ROWS BETWEEN 364 PRECEDING AND CURRENT ROW)::DOUBLE
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) / NULLIF(
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MAX(f.total_certified_bags) OVER (ORDER BY f.report_date ROWS BETWEEN 364 PRECEDING AND CURRENT ROW)::DOUBLE,
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0
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) * 100,
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2
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) AS drawdown_from_52w_high_pct /* Drawdown from 52-week high (pct below peak — squeeze indicator) */
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FROM foundation.fct_ice_warehouse_stocks AS f
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WHERE
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f.report_date BETWEEN @start_ds AND @end_ds
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)
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SELECT
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b.report_date,
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d.commodity_name,
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d.ice_stock_report_code,
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b.total_certified_bags,
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b.pending_grading_bags,
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b.wow_change_bags,
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b.avg_30d_bags,
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b.high_52w_bags,
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b.drawdown_from_52w_high_pct
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FROM base AS b
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CROSS JOIN foundation.dim_commodity AS d
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WHERE
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d.ice_stock_report_code = 'COFFEE-C'
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ORDER BY
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b.report_date |