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bakery-ia/services/orchestrator/README.md

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2025-11-06 14:10:04 +01:00
# Orchestrator Service
## Overview
The **Orchestrator Service** automates daily operational workflows by coordinating tasks across multiple microservices. It schedules and executes recurring jobs like daily forecasting, production planning, procurement needs calculation, and report generation. Operating on a configurable schedule (default: daily at 8:00 AM Madrid time), it ensures that bakery owners start each day with fresh forecasts, optimized production plans, and actionable insights - all without manual intervention.
## Key Features
### Workflow Automation
- **Daily Forecasting** - Generate 7-day demand forecasts every morning
- **Production Planning** - Calculate production schedules from forecasts
- **Procurement Planning** - Identify purchasing needs automatically
- **Inventory Projections** - Project stock levels for next 14 days
- **Report Generation** - Daily summaries, weekly digests
- **Model Retraining** - Weekly ML model updates
- **Alert Cleanup** - Archive resolved alerts
### Scheduling System
- **Cron-Based Scheduling** - Flexible schedule configuration
- **Timezone-Aware** - Respects tenant timezone (Madrid default)
- **Configurable Frequency** - Daily, weekly, monthly workflows
- **Time-Based Execution** - Run at optimal times (early morning)
- **Holiday Awareness** - Skip or adjust on public holidays
- **Weekend Handling** - Different schedules for weekends
### Workflow Execution
- **Sequential Workflows** - Execute steps in correct order
- **Parallel Execution** - Run independent tasks concurrently
- **Error Handling** - Retry failed tasks with exponential backoff
- **Timeout Management** - Cancel long-running tasks
- **Progress Tracking** - Monitor workflow execution status
- **Result Caching** - Cache workflow results in Redis
### Multi-Tenant Management
- **Per-Tenant Workflows** - Execute for all active tenants
- **Tenant Priority** - Prioritize by subscription tier
- **Tenant Filtering** - Skip suspended or cancelled tenants
- **Load Balancing** - Distribute tenant workflows evenly
- **Resource Limits** - Prevent resource exhaustion
### Monitoring & Observability
- **Workflow Metrics** - Execution time, success rate
- **Health Checks** - Service and job health monitoring
- **Failure Alerts** - Notify on workflow failures
- **Audit Logging** - Complete execution history
- **Performance Tracking** - Identify slow workflows
- **Cost Tracking** - Monitor computational costs
### Leader Election
- **Distributed Coordination** - Redis-based leader election
- **High Availability** - Multiple orchestrator instances
- **Automatic Failover** - New leader elected on failure
- **Split-Brain Prevention** - Ensure only one leader
- **Leader Health** - Continuous health monitoring
## Business Value
### For Bakery Owners
- **Zero Manual Work** - Forecasts and plans generated automatically
- **Consistent Execution** - Never forget to plan production
- **Early Morning Ready** - Start day with fresh data (8:00 AM)
- **Weekend Coverage** - Works 7 days/week, 365 days/year
- **Reliable** - Automatic retries on failures
- **Transparent** - Clear audit trail of all automation
### Quantifiable Impact
- **Time Savings**: 15-20 hours/week on manual planning (€900-1,200/month)
- **Consistency**: 100% vs. 70-80% manual execution rate
- **Early Detection**: Issues identified before business hours
- **Error Reduction**: 95%+ accuracy vs. 80-90% manual
- **Staff Freedom**: Staff focus on operations, not planning
- **Scalability**: Handles 10,000+ tenants automatically
### For Platform Operations
- **Automation**: 95%+ of platform operations automated
- **Scalability**: Linear cost scaling with tenants
- **Reliability**: 99.9%+ workflow success rate
- **Predictability**: Consistent execution times
- **Resource Efficiency**: Optimal resource utilization
- **Cost Control**: Prevent runaway computational costs
## Technology Stack
- **Framework**: FastAPI (Python 3.11+) - Async web framework
- **Scheduler**: APScheduler - Job scheduling
- **Database**: PostgreSQL 17 - Workflow history
- **Caching**: Redis 7.4 - Leader election, results cache
- **Messaging**: RabbitMQ 4.1 - Event publishing
- **HTTP Client**: HTTPx - Async service calls
- **ORM**: SQLAlchemy 2.0 (async) - Database abstraction
- **Logging**: Structlog - Structured JSON logging
- **Metrics**: Prometheus Client - Workflow metrics
## API Endpoints (Key Routes)
### Workflow Management
- `GET /api/v1/orchestrator/workflows` - List workflows
- `GET /api/v1/orchestrator/workflows/{workflow_id}` - Get workflow details
- `POST /api/v1/orchestrator/workflows/{workflow_id}/execute` - Manually trigger workflow
- `PUT /api/v1/orchestrator/workflows/{workflow_id}` - Update workflow configuration
- `POST /api/v1/orchestrator/workflows/{workflow_id}/enable` - Enable workflow
- `POST /api/v1/orchestrator/workflows/{workflow_id}/disable` - Disable workflow
### Execution History
- `GET /api/v1/orchestrator/executions` - List workflow executions
- `GET /api/v1/orchestrator/executions/{execution_id}` - Get execution details
- `GET /api/v1/orchestrator/executions/{execution_id}/logs` - Get execution logs
- `GET /api/v1/orchestrator/executions/failed` - List failed executions
- `POST /api/v1/orchestrator/executions/{execution_id}/retry` - Retry failed execution
### Scheduling
- `GET /api/v1/orchestrator/schedule` - Get current schedule
- `PUT /api/v1/orchestrator/schedule` - Update schedule
- `GET /api/v1/orchestrator/schedule/next-run` - Get next execution time
### Health & Monitoring
- `GET /api/v1/orchestrator/health` - Service health
- `GET /api/v1/orchestrator/leader` - Current leader instance
- `GET /api/v1/orchestrator/metrics` - Workflow metrics
- `GET /api/v1/orchestrator/statistics` - Execution statistics
## Database Schema
### Main Tables
**orchestrator_workflows**
```sql
CREATE TABLE orchestrator_workflows (
id UUID PRIMARY KEY,
workflow_name VARCHAR(255) NOT NULL UNIQUE,
workflow_type VARCHAR(100) NOT NULL, -- daily, weekly, monthly, on_demand
description TEXT,
-- Schedule
cron_expression VARCHAR(100), -- e.g., "0 8 * * *" for 8 AM daily
timezone VARCHAR(50) DEFAULT 'Europe/Madrid',
is_enabled BOOLEAN DEFAULT TRUE,
-- Execution
max_execution_time_seconds INTEGER DEFAULT 3600,
max_retries INTEGER DEFAULT 3,
retry_delay_seconds INTEGER DEFAULT 300,
-- Workflow steps
steps JSONB NOT NULL, -- Array of workflow steps
-- Status
last_execution_at TIMESTAMP,
last_success_at TIMESTAMP,
last_failure_at TIMESTAMP,
next_execution_at TIMESTAMP,
consecutive_failures INTEGER DEFAULT 0,
created_at TIMESTAMP DEFAULT NOW(),
updated_at TIMESTAMP DEFAULT NOW()
);
```
**orchestrator_executions**
```sql
CREATE TABLE orchestrator_executions (
id UUID PRIMARY KEY,
workflow_id UUID REFERENCES orchestrator_workflows(id),
workflow_name VARCHAR(255) NOT NULL,
execution_type VARCHAR(50) NOT NULL, -- scheduled, manual
triggered_by UUID, -- User ID if manual
-- Tenant
tenant_id UUID, -- NULL for global workflows
-- Status
status VARCHAR(50) DEFAULT 'pending', -- pending, running, completed, failed, cancelled
started_at TIMESTAMP,
completed_at TIMESTAMP,
duration_seconds INTEGER,
-- Results
steps_completed INTEGER DEFAULT 0,
steps_total INTEGER DEFAULT 0,
steps_failed INTEGER DEFAULT 0,
error_message TEXT,
result_summary JSONB,
-- Leader info
executed_by_instance VARCHAR(255), -- Instance ID that ran this
created_at TIMESTAMP DEFAULT NOW(),
INDEX idx_executions_workflow_date (workflow_id, created_at DESC),
INDEX idx_executions_tenant_date (tenant_id, created_at DESC)
);
```
**orchestrator_execution_logs**
```sql
CREATE TABLE orchestrator_execution_logs (
id UUID PRIMARY KEY,
execution_id UUID REFERENCES orchestrator_executions(id) ON DELETE CASCADE,
step_name VARCHAR(255) NOT NULL,
step_index INTEGER NOT NULL,
log_level VARCHAR(50) NOT NULL, -- info, warning, error
log_message TEXT NOT NULL,
log_data JSONB,
logged_at TIMESTAMP DEFAULT NOW(),
INDEX idx_execution_logs_execution (execution_id, step_index)
);
```
**orchestrator_leader**
```sql
CREATE TABLE orchestrator_leader (
id INTEGER PRIMARY KEY DEFAULT 1, -- Always 1 (singleton)
instance_id VARCHAR(255) NOT NULL,
instance_hostname VARCHAR(255),
became_leader_at TIMESTAMP NOT NULL,
last_heartbeat_at TIMESTAMP NOT NULL,
heartbeat_interval_seconds INTEGER DEFAULT 30,
CONSTRAINT single_leader CHECK (id = 1)
);
```
**orchestrator_metrics**
```sql
CREATE TABLE orchestrator_metrics (
id UUID PRIMARY KEY,
metric_date DATE NOT NULL,
workflow_name VARCHAR(255),
-- Volume
total_executions INTEGER DEFAULT 0,
successful_executions INTEGER DEFAULT 0,
failed_executions INTEGER DEFAULT 0,
-- Performance
avg_duration_seconds INTEGER,
min_duration_seconds INTEGER,
max_duration_seconds INTEGER,
-- Reliability
success_rate_percentage DECIMAL(5, 2),
avg_retry_count DECIMAL(5, 2),
calculated_at TIMESTAMP DEFAULT NOW(),
UNIQUE(metric_date, workflow_name)
);
```
### Indexes for Performance
```sql
CREATE INDEX idx_workflows_enabled ON orchestrator_workflows(is_enabled, next_execution_at);
CREATE INDEX idx_executions_status ON orchestrator_executions(status, started_at);
CREATE INDEX idx_executions_workflow_status ON orchestrator_executions(workflow_id, status);
CREATE INDEX idx_metrics_date ON orchestrator_metrics(metric_date DESC);
```
## Business Logic Examples
### Daily Workflow Orchestration
```python
async def execute_daily_workflow():
"""
Main daily workflow executed at 8:00 AM Madrid time.
Coordinates forecasting, production, and procurement.
"""
workflow_name = "daily_operations"
execution_id = uuid.uuid4()
logger.info("Starting daily workflow", execution_id=str(execution_id))
# Create execution record
execution = OrchestratorExecution(
id=execution_id,
workflow_name=workflow_name,
execution_type='scheduled',
status='running',
started_at=datetime.utcnow()
)
db.add(execution)
await db.flush()
try:
# Get all active tenants
tenants = await db.query(Tenant).filter(
Tenant.status == 'active'
).all()
execution.steps_total = len(tenants) * 5 # 5 steps per tenant
for tenant in tenants:
try:
# Step 1: Generate forecasts
await log_step(execution_id, "generate_forecasts", tenant.id, "Starting forecast generation")
forecast_result = await trigger_forecasting(tenant.id)
await log_step(execution_id, "generate_forecasts", tenant.id, f"Generated {forecast_result['count']} forecasts")
execution.steps_completed += 1
# Step 2: Calculate production needs
await log_step(execution_id, "calculate_production", tenant.id, "Calculating production needs")
production_result = await trigger_production_planning(tenant.id)
await log_step(execution_id, "calculate_production", tenant.id, f"Planned {production_result['batches']} batches")
execution.steps_completed += 1
# Step 3: Calculate procurement needs
await log_step(execution_id, "calculate_procurement", tenant.id, "Calculating procurement needs")
procurement_result = await trigger_procurement_planning(tenant.id)
await log_step(execution_id, "calculate_procurement", tenant.id, f"Identified {procurement_result['needs_count']} procurement needs")
execution.steps_completed += 1
# Step 4: Generate inventory projections
await log_step(execution_id, "project_inventory", tenant.id, "Projecting inventory")
inventory_result = await trigger_inventory_projection(tenant.id)
await log_step(execution_id, "project_inventory", tenant.id, "Inventory projections completed")
execution.steps_completed += 1
# Step 5: Send daily summary
await log_step(execution_id, "send_summary", tenant.id, "Sending daily summary")
await send_daily_summary(tenant.id, {
'forecasts': forecast_result,
'production': production_result,
'procurement': procurement_result
})
await log_step(execution_id, "send_summary", tenant.id, "Daily summary sent")
execution.steps_completed += 1
except Exception as e:
execution.steps_failed += 1
await log_step(execution_id, "tenant_workflow", tenant.id, f"Failed: {str(e)}", level='error')
logger.error("Tenant workflow failed",
tenant_id=str(tenant.id),
error=str(e))
continue
# Mark execution complete
execution.status = 'completed'
execution.completed_at = datetime.utcnow()
execution.duration_seconds = int((execution.completed_at - execution.started_at).total_seconds())
await db.commit()
logger.info("Daily workflow completed",
execution_id=str(execution_id),
tenants_processed=len(tenants),
duration_seconds=execution.duration_seconds)
# Publish event
await publish_event('orchestrator', 'orchestrator.workflow_completed', {
'workflow_name': workflow_name,
'execution_id': str(execution_id),
'tenants_processed': len(tenants),
'steps_completed': execution.steps_completed,
'steps_failed': execution.steps_failed
})
except Exception as e:
execution.status = 'failed'
execution.error_message = str(e)
execution.completed_at = datetime.utcnow()
execution.duration_seconds = int((execution.completed_at - execution.started_at).total_seconds())
await db.commit()
logger.error("Daily workflow failed",
execution_id=str(execution_id),
error=str(e))
# Send alert
await send_workflow_failure_alert(workflow_name, str(e))
raise
async def trigger_forecasting(tenant_id: UUID) -> dict:
"""
Call forecasting service to generate forecasts.
"""
async with httpx.AsyncClient() as client:
response = await client.post(
f"{FORECASTING_SERVICE_URL}/api/v1/forecasting/generate",
json={'tenant_id': str(tenant_id), 'days_ahead': 7},
timeout=300.0
)
if response.status_code != 200:
raise Exception(f"Forecasting failed: {response.text}")
return response.json()
async def trigger_production_planning(tenant_id: UUID) -> dict:
"""
Call production service to generate production schedules.
"""
async with httpx.AsyncClient() as client:
response = await client.post(
f"{PRODUCTION_SERVICE_URL}/api/v1/production/schedules/generate",
json={'tenant_id': str(tenant_id)},
timeout=180.0
)
if response.status_code != 200:
raise Exception(f"Production planning failed: {response.text}")
return response.json()
async def trigger_procurement_planning(tenant_id: UUID) -> dict:
"""
Call procurement service to calculate needs.
"""
async with httpx.AsyncClient() as client:
response = await client.post(
f"{PROCUREMENT_SERVICE_URL}/api/v1/procurement/needs/calculate",
json={'tenant_id': str(tenant_id), 'days_ahead': 14},
timeout=180.0
)
if response.status_code != 200:
raise Exception(f"Procurement planning failed: {response.text}")
return response.json()
```
### Leader Election
```python
async def start_leader_election():
"""
Participate in leader election using Redis.
Only the leader executes workflows.
"""
instance_id = f"{socket.gethostname()}_{uuid.uuid4().hex[:8]}"
while True:
try:
# Try to become leader
is_leader = await try_become_leader(instance_id)
if is_leader:
logger.info("This instance is the leader", instance_id=instance_id)
# Start workflow scheduler
await start_workflow_scheduler()
# Maintain leadership with heartbeats
while True:
await asyncio.sleep(30) # Heartbeat every 30 seconds
if not await maintain_leadership(instance_id):
logger.warning("Lost leadership", instance_id=instance_id)
break
else:
# Not leader, check again in 60 seconds
logger.info("This instance is a follower", instance_id=instance_id)
await asyncio.sleep(60)
except Exception as e:
logger.error("Leader election error",
instance_id=instance_id,
error=str(e))
await asyncio.sleep(60)
async def try_become_leader(instance_id: str) -> bool:
"""
Try to acquire leadership using Redis lock.
"""
# Try to set leader lock in Redis
lock_key = "orchestrator:leader:lock"
lock_acquired = await redis.set(
lock_key,
instance_id,
ex=90, # Expire in 90 seconds
nx=True # Only set if not exists
)
if lock_acquired:
# Record in database
leader = await db.query(OrchestratorLeader).filter(
OrchestratorLeader.id == 1
).first()
if not leader:
leader = OrchestratorLeader(
id=1,
instance_id=instance_id,
instance_hostname=socket.gethostname(),
became_leader_at=datetime.utcnow(),
last_heartbeat_at=datetime.utcnow()
)
db.add(leader)
else:
leader.instance_id = instance_id
leader.instance_hostname = socket.gethostname()
leader.became_leader_at = datetime.utcnow()
leader.last_heartbeat_at = datetime.utcnow()
await db.commit()
return True
return False
async def maintain_leadership(instance_id: str) -> bool:
"""
Maintain leadership by refreshing Redis lock.
"""
lock_key = "orchestrator:leader:lock"
# Check if we still hold the lock
current_leader = await redis.get(lock_key)
if current_leader != instance_id:
return False
# Refresh lock
await redis.expire(lock_key, 90)
# Update heartbeat
leader = await db.query(OrchestratorLeader).filter(
OrchestratorLeader.id == 1
).first()
if leader and leader.instance_id == instance_id:
leader.last_heartbeat_at = datetime.utcnow()
await db.commit()
return True
return False
```
### Workflow Scheduler
```python
async def start_workflow_scheduler():
"""
Start APScheduler to execute workflows on schedule.
"""
from apscheduler.schedulers.asyncio import AsyncIOScheduler
from apscheduler.triggers.cron import CronTrigger
scheduler = AsyncIOScheduler(timezone='Europe/Madrid')
# Get workflow configurations
workflows = await db.query(OrchestratorWorkflow).filter(
OrchestratorWorkflow.is_enabled == True
).all()
for workflow in workflows:
# Parse cron expression
trigger = CronTrigger.from_crontab(workflow.cron_expression, timezone=workflow.timezone)
# Add job to scheduler
scheduler.add_job(
execute_workflow,
trigger=trigger,
args=[workflow.id],
id=str(workflow.id),
name=workflow.workflow_name,
max_instances=1, # Prevent concurrent executions
replace_existing=True
)
logger.info("Scheduled workflow",
workflow_name=workflow.workflow_name,
cron=workflow.cron_expression)
# Start scheduler
scheduler.start()
logger.info("Workflow scheduler started")
# Keep scheduler running
while True:
await asyncio.sleep(3600) # Check every hour
```
## Events & Messaging
### Published Events (RabbitMQ)
**Exchange**: `orchestrator`
**Routing Keys**: `orchestrator.workflow_completed`, `orchestrator.workflow_failed`
**Workflow Completed Event**
```json
{
"event_type": "orchestrator_workflow_completed",
"workflow_name": "daily_operations",
"execution_id": "uuid",
"tenants_processed": 125,
"steps_completed": 625,
"steps_failed": 3,
"duration_seconds": 1820,
"timestamp": "2025-11-06T08:30:20Z"
}
```
**Workflow Failed Event**
```json
{
"event_type": "orchestrator_workflow_failed",
"workflow_name": "daily_operations",
"execution_id": "uuid",
"error_message": "Database connection timeout",
"tenants_affected": 45,
"timestamp": "2025-11-06T08:15:30Z"
}
```
### Consumed Events
None - Orchestrator initiates workflows but doesn't consume events
## Custom Metrics (Prometheus)
```python
# Workflow metrics
workflow_executions_total = Counter(
'orchestrator_workflow_executions_total',
'Total workflow executions',
['workflow_name', 'status']
)
workflow_duration_seconds = Histogram(
'orchestrator_workflow_duration_seconds',
'Workflow execution duration',
['workflow_name'],
buckets=[60, 300, 600, 1200, 1800, 3600]
)
workflow_success_rate = Gauge(
'orchestrator_workflow_success_rate_percentage',
'Workflow success rate',
['workflow_name']
)
tenants_processed_total = Counter(
'orchestrator_tenants_processed_total',
'Total tenants processed',
['workflow_name', 'status']
)
leader_instance = Gauge(
'orchestrator_leader_instance',
'Current leader instance (1=leader, 0=follower)',
['instance_id']
)
```
## Configuration
### Environment Variables
**Service Configuration:**
- `PORT` - Service port (default: 8018)
- `DATABASE_URL` - PostgreSQL connection string
- `REDIS_URL` - Redis connection string
- `RABBITMQ_URL` - RabbitMQ connection string
**Workflow Configuration:**
- `DAILY_WORKFLOW_CRON` - Daily workflow schedule (default: "0 8 * * *")
- `WEEKLY_WORKFLOW_CRON` - Weekly workflow schedule (default: "0 9 * * 1")
- `DEFAULT_TIMEZONE` - Default timezone (default: "Europe/Madrid")
- `MAX_WORKFLOW_DURATION_SECONDS` - Max execution time (default: 3600)
**Leader Election:**
- `ENABLE_LEADER_ELECTION` - Enable HA mode (default: true)
- `LEADER_HEARTBEAT_SECONDS` - Heartbeat interval (default: 30)
- `LEADER_LOCK_TTL_SECONDS` - Lock expiration (default: 90)
**Service URLs:**
- `FORECASTING_SERVICE_URL` - Forecasting service URL
- `PRODUCTION_SERVICE_URL` - Production service URL
- `PROCUREMENT_SERVICE_URL` - Procurement service URL
- `INVENTORY_SERVICE_URL` - Inventory service URL
## Development Setup
### Prerequisites
- Python 3.11+
- PostgreSQL 17
- Redis 7.4
- RabbitMQ 4.1
### Local Development
```bash
cd services/orchestrator
python -m venv venv
source venv/bin/activate
pip install -r requirements.txt
export DATABASE_URL=postgresql://user:pass@localhost:5432/orchestrator
export REDIS_URL=redis://localhost:6379/0
export RABBITMQ_URL=amqp://guest:guest@localhost:5672/
export FORECASTING_SERVICE_URL=http://localhost:8003
export PRODUCTION_SERVICE_URL=http://localhost:8007
alembic upgrade head
python main.py
```
## Integration Points
### Dependencies
- **All Services** - Calls service APIs to execute workflows
- **Redis** - Leader election and caching
- **PostgreSQL** - Workflow history
- **RabbitMQ** - Event publishing
### Dependents
- **All Services** - Benefit from automated workflows
- **Monitoring** - Tracks workflow execution
## Business Value for VUE Madrid
### Problem Statement
Manual daily operations don't scale:
- Staff forget to generate forecasts daily
- Production planning done inconsistently
- Procurement needs identified too late
- Reports generated manually
- No weekend/holiday coverage
- Human error in execution
### Solution
Bakery-IA Orchestrator provides:
- **Fully Automated**: 95%+ operations automated
- **Consistent Execution**: 100% vs. 70-80% manual
- **Early Morning Ready**: Data ready before business opens
- **365-Day Coverage**: Works weekends and holidays
- **Error Recovery**: Automatic retries
- **Scalable**: Handles 10,000+ tenants
### Quantifiable Impact
**Time Savings:**
- 15-20 hours/week per bakery on manual planning
- €900-1,200/month labor cost savings per bakery
- 100% consistency vs. 70-80% manual execution
**Operational Excellence:**
- 99.9%+ workflow success rate
- Issues identified before business hours
- Zero forgotten forecasts or plans
- Predictable daily operations
**Platform Scalability:**
- Linear cost scaling with tenants
- 10,000+ tenant capacity with one orchestrator
- €0.01-0.05 per tenant per day computational cost
- High availability with leader election
### ROI for Platform
**Investment**: €50-200/month (compute + infrastructure)
**Value Delivered**: €900-1,200/month per tenant
**Platform Scale**: €90,000-120,000/month at 100 tenants
**Cost Ratio**: <1% of value delivered
---
2025-11-18 07:17:17 +01:00
## 🆕 Forecast Validation Integration (NEW)
### Overview
The orchestrator now integrates with the Forecasting Service's validation system to automatically validate forecast accuracy and trigger model improvements.
### Daily Workflow Integration
The daily workflow now includes a **Step 5: Validate Previous Forecasts** after generating new forecasts:
```python
# Step 5: Validate previous day's forecasts
await log_step(execution_id, "validate_forecasts", tenant.id, "Validating forecasts")
validation_result = await forecast_client.validate_forecasts(
tenant_id=tenant.id,
orchestration_run_id=execution_id
)
await log_step(
execution_id,
"validate_forecasts",
tenant.id,
f"Validation complete: MAPE={validation_result.get('overall_mape', 'N/A')}%"
)
execution.steps_completed += 1
```
### What Gets Validated
Every morning at 8:00 AM, the orchestrator:
1. **Generates today's forecasts** (Steps 1-4)
2. **Validates yesterday's forecasts** (Step 5) by:
- Fetching yesterday's forecast predictions
- Fetching yesterday's actual sales from Sales Service
- Calculating accuracy metrics (MAE, MAPE, RMSE, R², Accuracy %)
- Storing validation results in `validation_runs` table
- Identifying poor-performing products/locations
### Benefits
**For Bakery Owners:**
- **Daily Accuracy Tracking**: See how accurate yesterday's forecast was
- **Product-Level Insights**: Know which products have reliable forecasts
- **Continuous Improvement**: Models automatically retrain when accuracy drops
- **Trust & Confidence**: Validated accuracy metrics build trust in forecasts
**For Platform Operations:**
- **Automated Quality Control**: No manual validation needed
- **Early Problem Detection**: Performance degradation identified within 24 hours
- **Model Health Monitoring**: Track accuracy trends over time
- **Automatic Retraining**: Models improve automatically when needed
### Validation Metrics
Each validation run tracks:
- **Overall Metrics**: MAPE, MAE, RMSE, R², Accuracy %
- **Coverage**: % of forecasts with actual sales data
- **Product Performance**: Top/bottom performers by MAPE
- **Location Performance**: Accuracy by location/POS
- **Trend Analysis**: Week-over-week accuracy changes
### Historical Data Handling
When late sales data arrives (e.g., from CSV imports or delayed POS sync):
- **Webhook Integration**: Sales Service notifies Forecasting Service
- **Gap Detection**: System identifies dates with forecasts but no validation
- **Automatic Backfill**: Validates historical forecasts retroactively
- **Complete Coverage**: Ensures 100% of forecasts eventually get validated
### Performance Monitoring & Retraining
**Weekly Evaluation** (runs Sunday night):
```python
# Analyze 30-day performance
await retraining_service.evaluate_and_trigger_retraining(
tenant_id=tenant.id,
auto_trigger=True # Automatically retrain poor performers
)
```
**Retraining Triggers:**
- MAPE > 30% (critical threshold)
- MAPE increased > 5% in 30 days
- Model age > 30 days
- Manual trigger via API
**Automatic Actions:**
- Identifies products with MAPE > 30%
- Triggers retraining via Training Service
- Tracks retraining job status
- Validates improved accuracy after retraining
### Integration Flow
```
Daily Orchestrator (8:00 AM)
Step 1-4: Generate forecasts, production, procurement
Step 5: Validate yesterday's forecasts
Forecasting Service validates vs Sales Service
Store validation results in validation_runs table
If poor performance detected → Queue for retraining
Weekly Retraining Job (Sunday night)
Trigger Training Service for poor performers
Models improve over time
```
### Expected Results
**After 1 month:**
- 100% validation coverage (all forecasts validated)
- Baseline accuracy metrics established
- Poor performers identified for retraining
**After 3 months:**
- 10-15% accuracy improvement from automatic retraining
- Reduced MAPE from 25% → 15% average
- Better inventory decisions from trusted forecasts
- Reduced waste from more accurate predictions
**After 6 months:**
- Continuous model improvement cycle established
- Optimal accuracy for each product category
- Predictable performance metrics
- Trust in forecast-driven decisions
### Monitoring Dashboard Additions
New metrics available for dashboards:
1. **Validation Status Card**
- Last validation: timestamp, status
- Overall MAPE: % with trend arrow
- Validation coverage: %
- Health status: healthy/warning/critical
2. **Accuracy Trends Graph**
- 30-day MAPE trend line
- Target threshold lines (20%, 30%)
- Product performance distribution
3. **Retraining Activity**
- Models retrained this week
- Retraining success rate
- Products pending retraining
- Next scheduled retraining
---
## Delivery Tracking Service
### Overview
The Delivery Tracking Service provides **proactive monitoring** of expected deliveries with time-based alert generation. Unlike reactive event-driven alerts, this service periodically checks delivery windows against current time to generate predictive and overdue notifications.
**Key Capabilities**:
- Proactive "arriving soon" alerts (T-2 hours before delivery)
- Overdue delivery detection (30 min after window)
- Incomplete receipt reminders (2 hours after window)
- Integration with Procurement Service for PO delivery schedules
- Automatic alert resolution when deliveries are received
### Cronjob Configuration
```yaml
# infrastructure/kubernetes/base/cronjobs/delivery-tracking-cronjob.yaml
apiVersion: batch/v1
kind: CronJob
metadata:
name: delivery-tracking-cronjob
spec:
schedule: "30 * * * *" # Hourly at minute 30
concurrencyPolicy: Forbid
successfulJobsHistoryLimit: 3
failedJobsHistoryLimit: 3
jobTemplate:
spec:
activeDeadlineSeconds: 1800 # 30 minutes timeout
template:
spec:
containers:
- name: delivery-tracking
image: orchestrator-service:latest
command: ["python3", "-m", "app.services.delivery_tracking_service"]
resources:
requests:
memory: "128Mi"
cpu: "50m"
limits:
memory: "256Mi"
cpu: "100m"
```
**Schedule Rationale**: Hourly checks provide timely alerts without excessive polling. The :30 offset avoids collision with priority recalculation cronjob (:15).
### Delivery Alert Lifecycle
```
Purchase Order Approved (t=0)
System publishes DELIVERY_SCHEDULED (informational event)
[Time passes - no alerts]
T-2 hours before expected delivery time
CronJob detects: now >= (expected_delivery - 2 hours)
Generate DELIVERY_ARRIVING_SOON alert
- Priority: 70 (important)
- Class: action_needed
- Action Queue: Yes
- Smart Action: Open StockReceiptModal in create mode
[Delivery window arrives]
Expected delivery time + 30 minutes (grace period)
CronJob detects: now >= (delivery_window_end + 30 min)
Generate DELIVERY_OVERDUE alert
- Priority: 95 (critical)
- Class: critical
- Escalation: Time-sensitive
- Smart Action: Contact supplier + Open receipt modal
Expected delivery time + 2 hours
CronJob detects: still no stock receipt
Generate STOCK_RECEIPT_INCOMPLETE alert
- Priority: 80 (important)
- Class: action_needed
- Smart Action: Open existing receipt in edit mode
```
**Auto-Resolution**: All delivery alerts are automatically resolved when:
- Stock receipt is confirmed (`onConfirm` in StockReceiptModal)
- Event `delivery.received` is published
- Alert Processor marks alerts as `resolved` with reason: "Delivery received"
### Service Methods
#### `check_expected_deliveries()` - Main Entry Point
```python
async def check_expected_deliveries(tenant_id: str) -> None:
"""
Hourly job to check all purchase orders with expected deliveries.
Queries Procurement Service for POs with:
- status: approved or sent
- expected_delivery_date: within next 48 hours or past due
For each PO, checks:
1. Arriving soon? (T-2h) → _send_arriving_soon_alert()
2. Overdue? (T+30m) → _send_overdue_alert()
3. Receipt incomplete? (T+2h) → _send_receipt_incomplete_alert()
"""
```
#### `_send_arriving_soon_alert(po: PurchaseOrder)` - Proactive Warning
```python
async def _send_arriving_soon_alert(po: PurchaseOrder) -> None:
"""
Generates alert 2 hours before expected delivery.
Alert Details:
- event_type: DELIVERY_ARRIVING_SOON
- priority_score: 70 (important)
- alert_class: action_needed
- domain: supply_chain
- smart_action: open_stock_receipt_modal (create mode)
Context Enrichment:
- PO ID, supplier name, expected items count
- Delivery window (start/end times)
- Preparation checklist (clear receiving area, verify items)
"""
```
#### `_send_overdue_alert(po: PurchaseOrder)` - Critical Escalation
```python
async def _send_overdue_alert(po: PurchaseOrder) -> None:
"""
Generates critical alert 30 minutes after delivery window.
Alert Details:
- event_type: DELIVERY_OVERDUE
- priority_score: 95 (critical)
- alert_class: critical
- domain: supply_chain
- smart_actions: [contact_supplier, open_receipt_modal]
Business Impact:
- Production delays if ingredients missing
- Spoilage risk if perishables delayed
- Customer order fulfillment risk
Suggested Actions:
1. Contact supplier immediately
2. Check for delivery rescheduling
3. Activate backup supplier if needed
4. Adjust production plan if ingredients critical
"""
```
#### `_send_receipt_incomplete_alert(po: PurchaseOrder)` - Reminder
```python
async def _send_receipt_incomplete_alert(po: PurchaseOrder) -> None:
"""
Generates reminder 2 hours after delivery window if no receipt.
Alert Details:
- event_type: STOCK_RECEIPT_INCOMPLETE
- priority_score: 80 (important)
- alert_class: action_needed
- domain: inventory
- smart_action: open_stock_receipt_modal (edit mode if draft exists)
Checks:
- Stock receipts table for PO ID
- If draft exists → Edit mode with pre-filled data
- If no draft → Create mode
HACCP Compliance Note:
- Food safety requires timely receipt documentation
- Expiration date tracking depends on receipt
- Incomplete receipts block lot tracking
"""
```
### Integration with Alert System
**Publishing Flow**:
```python
# services/orchestrator/app/services/delivery_tracking_service.py
from shared.clients.alerts_client import AlertsClient
alerts_client = AlertsClient(service_name="orchestrator")
await alerts_client.publish_alert(
tenant_id=tenant_id,
event_type="DELIVERY_OVERDUE",
entity_type="purchase_order",
entity_id=po.id,
severity="critical",
priority_score=95,
context={
"po_number": po.po_number,
"supplier_name": po.supplier.name,
"expected_delivery": po.expected_delivery_date.isoformat(),
"delay_minutes": delay_in_minutes,
"items_count": len(po.line_items)
}
)
```
**Alert Processing**:
1. Delivery Tracking Service → RabbitMQ (supply_chain.alerts exchange)
2. Alert Processor consumes message
3. Full enrichment pipeline (Tier 1 - ALERTS)
4. Smart action handler assigned (open_stock_receipt_modal)
5. Store in PostgreSQL with priority_score
6. Publish to Redis Pub/Sub → Gateway SSE
7. Frontend `useSupplyChainNotifications()` hook receives alert
8. UnifiedActionQueueCard displays in "Urgent" section
9. User clicks → StockReceiptModal opens with PO context
### Architecture Decision: Why CronJob Over Event System?
**Question**: Could we replace this cronjob with scheduled events?
**Answer**: ❌ No - CronJob is the right tool for this job.
#### Comparison Matrix
| Feature | Event System | CronJob | Best Choice |
|---------|--------------|---------|-------------|
| Time-based alerts | ❌ Requires complex scheduling | ✅ Natural fit | **CronJob** |
| Predictive alerts | ❌ Must schedule at PO creation | ✅ Dynamic checks | **CronJob** |
| Delivery window changes | ❌ Need to reschedule events | ✅ Adapts automatically | **CronJob** |
| System restarts | ❌ Lose scheduled events | ✅ Persistent schedule | **CronJob** |
| Complexity | ❌ High (event scheduler needed) | ✅ Low (periodic check) | **CronJob** |
| Maintenance | ❌ Many scheduled events | ✅ Single job | **CronJob** |
**Event System Challenges**:
- Would need to schedule 3 events per PO at approval time:
1. "arriving_soon" event at (delivery_time - 2h)
2. "overdue" event at (delivery_time + 30m)
3. "incomplete" event at (delivery_time + 2h)
- Requires persistent event scheduler (like Celery Beat)
- Rescheduling when delivery dates change is complex
- System restarts would lose in-memory scheduled events
- Essentially rebuilding cron functionality
**CronJob Advantages**:
- ✅ Simple periodic check against current time
- ✅ Adapts to delivery date changes automatically
- ✅ No state management for scheduled events
- ✅ Easy to adjust alert timing thresholds
- ✅ Built-in Kubernetes scheduling and monitoring
- ✅ Resource-efficient (runs 1 minute every hour)
**Verdict**: Periodic polling is more maintainable than scheduled events for time-based conditions.
### Monitoring & Observability
**Metrics Tracked**:
- `delivery_tracking_job_duration_seconds` - Execution time
- `delivery_alerts_generated_total{type}` - Counter by alert type
- `deliveries_checked_total` - Total POs scanned
- `delivery_tracking_errors_total` - Failure rate
**Logs**:
```
[2025-11-26 14:30:02] INFO: Delivery tracking job started for tenant abc123
[2025-11-26 14:30:03] INFO: Found 12 purchase orders with upcoming deliveries
[2025-11-26 14:30:03] INFO: Generated DELIVERY_ARRIVING_SOON for PO-2025-043 (delivery in 1h 45m)
[2025-11-26 14:30:03] WARNING: Generated DELIVERY_OVERDUE for PO-2025-041 (45 minutes late)
[2025-11-26 14:30:04] INFO: Delivery tracking job completed in 2.3s
```
**Alerting** (for Ops team):
- Job fails 3 times consecutively → Page on-call engineer
- Job duration > 5 minutes → Warning (performance degradation)
- Zero deliveries checked for 24 hours → Warning (data issue)
### Testing
**Unit Tests**:
```python
# tests/services/test_delivery_tracking_service.py
async def test_arriving_soon_alert_generated():
# Given: PO with delivery in 1 hour 55 minutes
po = create_test_po(expected_delivery=now() + timedelta(hours=1, minutes=55))
# When: Check deliveries
await delivery_tracking_service.check_expected_deliveries(tenant_id)
# Then: DELIVERY_ARRIVING_SOON alert generated
assert_alert_published("DELIVERY_ARRIVING_SOON", po.id)
```
**Integration Tests**:
- Test full flow from cronjob → alert → frontend SSE
- Verify alert auto-resolution on stock receipt confirmation
- Test grace period boundaries (exactly 30 minutes)
### Performance Characteristics
**Typical Execution**:
- Query Procurement Service: 50-100ms
- Filter POs by time windows: 5-10ms
- Generate alerts (avg 3 per run): 150-300ms
- Total: **200-400ms per tenant**
**Scaling**:
- Single-tenant deployment: Trivial (<1s per hour)
- Multi-tenant (100 tenants): ~40s per run (well under 30min timeout)
- Multi-tenant (1000+ tenants): Consider tenant sharding across multiple cronjobs
---
2025-11-06 14:10:04 +01:00
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