Queries · q035 · Chief Operating Officer · week 1, night 4
“Did supplier replenishment slow down or back up around peak season, and did it clear by year-end?”
Fictional people at a fictional company, each played by a language-model agent. Who they are and what they are told
The manager, at the start of week 1
Subject: Getting my bearings on fulfillment — questions for this week
Hi Lena,
Thanks for taking these on. I'm new here and coming from the logistics side, so my first priority is understanding whether the delivery promise we make to shoppers actually holds up — that's the lens for most of what's below. Given the slot budget, here's what matters most, roughly in priority order:
What I'll use this for: I'm forming my first impressions of operational health in this area and want to walk into conversations with merchants and carrier partners armed with facts, not assumptions. I'd rather have a smaller number of really clear answers than a lot of surface-level ones — so if you need to cut scope to fit your slots this week, prioritize #1 and #2, and we can pick up the rest next week.
Thanks — looking forward to Friday's memo.
Priya
The analyst · week 1, night 4, request 2 of 3
Night 3 nailed down priority #3 cleanly, so I'm done there and pivoting all of tonight's slots to priority #4 (inventory/replenishment), which I haven't touched yet. Key night-3 findings for the memo: (a) the complete Q4 carrier table confirms three chronically-weak carriers -- Landfall Freight (13.6% within 3 days, worst all year), Lowlands Express (44.6%), and now Albion Parcel -- together carrying ~32% of Q4 volume; (b) Albion Parcel's monthly breakdown shows it was perfectly fine through October (75.7% within 3 days) then catastrophically broke in November (28.2%) and got worse, not better, in December (p90 blew out to 20.7 days, pct_delivered slipped to 94.2%) -- this is an acute, ongoing carrier failure, not a peak blip that self-resolved, and is the single most actionable finding for a carrier conversation; (c) the carrier-mix report confirms the merchant-level variance from Night 1 is almost entirely explained by carrier assignment, not the merchant or warehouse itself -- e.g. Grind Collective's Kennet Freight leg hits 88.7% within 3 days while its Landfall Freight leg on the very same business hits 19.4%; the "best" merchants simply route nearly all volume through the strong carriers (Strombogen Kurier, Liberty Ground, Alpenpaket, Trailhead Express), while "worst" merchants have meaningful share stuck on the weak ones. That resolves priority #3 well enough to write up without further queries. Tonight (last night) I'm spending all 3 slots on priority #4: whether replenishment from suppliers keeps pace (purchase order lead times, by supplier and by quarter to check for a peak-season backlog) and a current snapshot of stockout exposure by warehouse. I'm leaving returns (#5) for a future week per Priya's explicit prioritization.
The engineer · 1 dry run on the empty schema, then the submission
WITH po_quarters AS ( SELECT po.id, po.status, po.ordered_at, po.expected_at, po.received_at, cd.quarter_num FROM purchase_orders po JOIN calendar_days cd ON cd.calendar_date = CAST(po.ordered_at AS date) WHERE po.ordered_at >= DATE '2025-01-01' AND po.ordered_at < DATE '2026-01-01' ), received_lead AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - ordered_at)) / 86400.0 AS lead_days FROM po_quarters WHERE received_at IS NOT NULL ), late_subset AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - expected_at)) / 86400.0 AS days_late FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL AND received_at > expected_at ), both_dates AS ( SELECT quarter_num FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL ), quarter_summary AS ( SELECT quarter_num, COUNT(*) AS pos_ordered, COUNT(received_at) AS pos_received, SUM(CASE WHEN status IN ('submitted','partially_received') AND received_at IS NULL THEN 1 ELSE 0 END) AS pos_still_open_at_cutoff FROM po_quarters GROUP BY quarter_num ), lead_summary AS ( SELECT quarter_num, AVG(lead_days) AS avg_actual_lead_days FROM received_lead GROUP BY quarter_num ), late_summary AS ( SELECT quarter_num, AVG(days_late) AS avg_days_late, COUNT(*) AS late_count FROM late_subset GROUP BY quarter_num ), both_summary AS ( SELECT quarter_num, COUNT(*) AS both_count FROM both_dates GROUP BY quarter_num ) SELECT '2025-Q' || qs.quarter_num AS quarter, qs.pos_ordered, qs.pos_received, ROUND(CAST(ls.avg_actual_lead_days AS numeric), 1) AS avg_actual_lead_days, ROUND(CAST((COALESCE(lt.late_count,0)::numeric / NULLIF(bd.both_count,0)) * 100 AS numeric), 1) AS pct_received_late, ROUND(CAST(lt.avg_days_late AS numeric), 1) AS avg_days_late, qs.pos_still_open_at_cutoff FROM quarter_summary qs LEFT JOIN lead_summary ls ON ls.quarter_num = qs.quarter_num LEFT JOIN late_summary lt ON lt.quarter_num = qs.quarter_num LEFT JOIN both_summary bd ON bd.quarter_num = qs.quarter_num ORDER BY qs.quarter_num
“Query compiles and returns the expected columns. Submitting now.”
“Submitted. The report gives one row per 2025 calendar quarter (Q1–Q4) with POs ordered, POs received, average actual lead time, % received late, average days late (late subset), and POs still open at the 2025-12-31 cutoff — flagged in the note that Q4's open-PO count is naturally inflated by right-censoring rather than necessarily indicating backlog.”
As Lena Hartmann saw it, from the small dataset the agents worked on
quarter | pos_ordered | pos_received | avg_actual_lead_days | pct_received_late | avg_days_late | pos_still_open_at_cutoff --------+-------------+--------------+----------------------+-------------------+---------------+------------------------- 2025-Q1 | 1183 | 1183 | 22.4 | 52.9 | 6.1 | 0 2025-Q2 | 1209 | 1209 | 20.0 | 47.4 | 3.8 | 0 2025-Q3 | 1238 | 1238 | 20.7 | 54.0 | 4.8 | 0 2025-Q4 | 1588 | 1170 | 15.8 | 57.7 | 3.1 | 418 (4 rows)
The memo and the queries that followed; links found by title, so inferred
Later queries that build on this report:
Changed only where the benchmark needs the same result on every system
WITH po_quarters AS ( SELECT po.id, po.status, po.ordered_at, po.expected_at, po.received_at, cd.quarter_num po.id AS id, po.status AS status, po.ordered_at AS ordered_at, po.expected_at AS expected_at, po.received_at AS received_at, cd.quarter_num AS quarter_num FROM purchase_orders po JOIN calendar_days cd ON cd.calendar_date = CAST(po.ordered_at AS date) WHERE po.ordered_at >= DATE '2025-01-01' AND po.ordered_at < DATE '2026-01-01'),received_lead AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - ordered_at)) / 86400.0 AS lead_days {{seconds_between(ordered_at, received_at)}} / 86400.0 AS lead_days FROM po_quarters WHERE received_at IS NOT NULL),late_subset AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - expected_at)) / 86400.0 AS days_late {{seconds_between(expected_at, received_at)}} / 86400.0 AS days_late FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL AND received_at > expected_at),both_dates AS ( SELECT quarter_num FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL),quarter_summary AS ( SELECT quarter_num, COUNT(*) AS pos_ordered, COUNT(received_at) AS pos_received, SUM(CASE WHEN status IN ('submitted','partially_received') AND received_at IS NULL THEN 1 ELSE 0 END) AS pos_still_open_at_cutoff FROM po_quarters GROUP BY quarter_num),lead_summary AS ( SELECT quarter_num, AVG(lead_days) AS avg_actual_lead_days FROM received_lead GROUP BY quarter_num),late_summary AS ( SELECT quarter_num, AVG(days_late) AS avg_days_late, COUNT(*) AS late_count FROM late_subset GROUP BY quarter_num),both_summary AS ( SELECT quarter_num, COUNT(*) AS both_count FROM both_dates GROUP BY quarter_num)SELECT '2025-Q' || qs.quarter_num AS quarter, qs.pos_ordered, qs.pos_received, ROUND(CAST(ls.avg_actual_lead_days AS numeric), 1) AS avg_actual_lead_days, ROUND(CAST((COALESCE(lt.late_count,0)::numeric / NULLIF(bd.both_count,0)) * 100 AS numeric), 1) AS pct_received_late, ROUND(CAST(lt.avg_days_late AS numeric), 1) AS avg_days_late, qs.pos_still_open_at_cutoff qs.pos_ordered AS pos_ordered, qs.pos_received AS pos_received, ls.avg_actual_lead_days AS avg_actual_lead_days, (CAST(COALESCE(lt.late_count,0) AS numeric(18,6)) / NULLIF(bd.both_count,0)) * 100 AS pct_received_late, lt.avg_days_late AS avg_days_late, qs.pos_still_open_at_cutoff AS pos_still_open_at_cutoffFROM quarter_summary qsLEFT JOIN lead_summary ls ON ls.quarter_num = qs.quarter_numLEFT JOIN late_summary lt ON lt.quarter_num = qs.quarter_numLEFT JOIN both_summary bd ON bd.quarter_num = qs.quarter_numORDER BY qs.quarter_numORDER BY qs.quarter_num NULLS LAST
WITH po_quarters AS ( SELECT po.id AS id, po.status AS status, po.ordered_at AS ordered_at, po.expected_at AS expected_at, po.received_at AS received_at, cd.quarter_num AS quarter_num FROM purchase_orders po JOIN calendar_days cd ON cd.calendar_date = CAST(po.ordered_at AS date) WHERE po.ordered_at >= DATE '2025-01-01' AND po.ordered_at < DATE '2026-01-01' ), received_lead AS ( SELECT quarter_num, CAST(EXTRACT(EPOCH FROM (received_at - ordered_at)) AS NUMERIC(18,6)) / 86400.0 AS lead_days FROM po_quarters WHERE received_at IS NOT NULL ), late_subset AS ( SELECT quarter_num, CAST(EXTRACT(EPOCH FROM (received_at - expected_at)) AS NUMERIC(18,6)) / 86400.0 AS days_late FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL AND received_at > expected_at ), both_dates AS ( SELECT quarter_num FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL ), quarter_summary AS ( SELECT quarter_num, COUNT(*) AS pos_ordered, COUNT(received_at) AS pos_received, SUM(CASE WHEN status IN ('submitted','partially_received') AND received_at IS NULL THEN 1 ELSE 0 END) AS pos_still_open_at_cutoff FROM po_quarters GROUP BY quarter_num ), lead_summary AS ( SELECT quarter_num, AVG(lead_days) AS avg_actual_lead_days FROM received_lead GROUP BY quarter_num ), late_summary AS ( SELECT quarter_num, AVG(days_late) AS avg_days_late, COUNT(*) AS late_count FROM late_subset GROUP BY quarter_num ), both_summary AS ( SELECT quarter_num, COUNT(*) AS both_count FROM both_dates GROUP BY quarter_num ) SELECT '2025-Q' || qs.quarter_num AS quarter, qs.pos_ordered AS pos_ordered, qs.pos_received AS pos_received, ls.avg_actual_lead_days AS avg_actual_lead_days, (CAST(COALESCE(lt.late_count,0) AS numeric(18,6)) / NULLIF(bd.both_count,0)) * 100 AS pct_received_late, lt.avg_days_late AS avg_days_late, qs.pos_still_open_at_cutoff AS pos_still_open_at_cutoff FROM quarter_summary qs LEFT JOIN lead_summary ls ON ls.quarter_num = qs.quarter_num LEFT JOIN late_summary lt ON lt.quarter_num = qs.quarter_num LEFT JOIN both_summary bd ON bd.quarter_num = qs.quarter_num ORDER BY qs.quarter_num NULLS LAST
WITH po_quarters AS ( SELECT po.id AS id, po.status AS status, po.ordered_at AS ordered_at, po.expected_at AS expected_at, po.received_at AS received_at, cd.quarter_num AS quarter_num FROM purchase_orders po JOIN calendar_days cd ON cd.calendar_date = CAST(po.ordered_at AS date) WHERE po.ordered_at >= DATE '2025-01-01' AND po.ordered_at < DATE '2026-01-01' ), received_lead AS ( SELECT quarter_num, CAST(divideDecimal(toDecimal128(dateDiff('microsecond', ordered_at, received_at), 0), toDecimal128(1000000, 0), 6) AS Nullable(Decimal(18, 6))) / 86400.0 AS lead_days FROM po_quarters WHERE received_at IS NOT NULL ), late_subset AS ( SELECT quarter_num, CAST(divideDecimal(toDecimal128(dateDiff('microsecond', expected_at, received_at), 0), toDecimal128(1000000, 0), 6) AS Nullable(Decimal(18, 6))) / 86400.0 AS days_late FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL AND received_at > expected_at ), both_dates AS ( SELECT quarter_num FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL ), quarter_summary AS ( SELECT quarter_num, COUNT(*) AS pos_ordered, COUNT(received_at) AS pos_received, SUM(CASE WHEN status IN ('submitted','partially_received') AND received_at IS NULL THEN 1 ELSE 0 END) AS pos_still_open_at_cutoff FROM po_quarters GROUP BY quarter_num ), lead_summary AS ( SELECT quarter_num, AVG(lead_days) AS avg_actual_lead_days FROM received_lead GROUP BY quarter_num ), late_summary AS ( SELECT quarter_num, AVG(days_late) AS avg_days_late, COUNT(*) AS late_count FROM late_subset GROUP BY quarter_num ), both_summary AS ( SELECT quarter_num, COUNT(*) AS both_count FROM both_dates GROUP BY quarter_num ) SELECT '2025-Q' || qs.quarter_num AS quarter, qs.pos_ordered AS pos_ordered, qs.pos_received AS pos_received, ls.avg_actual_lead_days AS avg_actual_lead_days, (CAST(COALESCE(lt.late_count,0) AS numeric(18,6)) / NULLIF(bd.both_count,0)) * 100 AS pct_received_late, lt.avg_days_late AS avg_days_late, qs.pos_still_open_at_cutoff AS pos_still_open_at_cutoff FROM quarter_summary qs LEFT JOIN lead_summary ls ON ls.quarter_num = qs.quarter_num LEFT JOIN late_summary lt ON lt.quarter_num = qs.quarter_num LEFT JOIN both_summary bd ON bd.quarter_num = qs.quarter_num ORDER BY qs.quarter_num NULLS LAST
The agents' own records, as the role play wrote them; only the personal data of the person who ran it is redacted
Report request from Lena Hartmann (analyst for the Chief Operating Officer):
Title: Purchase order replenishment performance by quarter, 2025
Question: Did supplier replenishment slow down or back up around peak season, and did it clear by year-end?
Grain: one row per calendar quarter of ordered_at, 2025, aggregated across all suppliers
Columns:
- quarter (e.g. 2025-Q1)
- pos_ordered
- pos_received (received_at not null)
- avg_actual_lead_days (ordered_at to received_at, received subset)
- pct_received_late (received_at > expected_at, among POs with both dates set)
- avg_days_late (for the late subset only)
- pos_still_open_at_cutoff (status in ('submitted','partially_received') and received_at is null, as measured against the 2025-12-31 data cutoff)
Details: Table: purchase_orders. Scope: ordered_at between 2025-01-01 and 2025-12-31, grouped by calendar quarter of ordered_at (use calendar_days.quarter_num/quarter_start). Round day metrics to 1 decimal, pct to 1 decimal. Please flag in the report that pos_still_open_at_cutoff will naturally be higher for Q4 (especially POs ordered in December) simply because there hasn't been time to receive them before 2025-12-31 -- this is expected right-censoring, not necessarily a sign of backlog, and should be read alongside Q1-Q3 as a baseline. Order by quarter ascending. Expect 4 rows.
Check your query with the warehouse's dry_run tool, then hand it in with submit.dry_runWITH po_quarters AS ( SELECT po.id, po.status, po.ordered_at, po.expected_at, po.received_at, cd.quarter_num FROM purchase_orders po JOIN calendar_days cd ON cd.calendar_date = CAST(po.ordered_at AS date) WHERE po.ordered_at >= DATE '2025-01-01' AND po.ordered_at < DATE '2026-01-01' ), received_lead AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - ordered_at)) / 86400.0 AS lead_days FROM po_quarters WHERE received_at IS NOT NULL ), late_subset AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - expected_at)) / 86400.0 AS days_late FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL AND received_at > expected_at ), both_dates AS ( SELECT quarter_num FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL ), quarter_summary AS ( SELECT quarter_num, COUNT(*) AS pos_ordered, COUNT(received_at) AS pos_received, SUM(CASE WHEN status IN ('submitted','partially_received') AND received_at IS NULL THEN 1 ELSE 0 END) AS pos_still_open_at_cutoff FROM po_quarters GROUP BY quarter_num ), lead_summary AS ( SELECT quarter_num, AVG(lead_days) AS avg_actual_lead_days FROM received_lead GROUP BY quarter_num ), late_summary AS ( SELECT quarter_num, AVG(days_late) AS avg_days_late, COUNT(*) AS late_count FROM late_subset GROUP BY quarter_num ), both_summary AS ( SELECT quarter_num, COUNT(*) AS both_count FROM both_dates GROUP BY quarter_num ) SELECT '2025-Q' || qs.quarter_num AS quarter, qs.pos_ordered, qs.pos_received, ROUND(CAST(ls.avg_actual_lead_days AS numeric), 1) AS avg_actual_lead_days, ROUND(CAST((COALESCE(lt.late_count,0)::numeric / NULLIF(bd.both_count,0)) * 100 AS numeric), 1) AS pct_received_late, ROUND(CAST(lt.avg_days_late AS numeric), 1) AS avg_days_late, qs.pos_still_open_at_cutoff FROM quarter_summary qs LEFT JOIN lead_summary ls ON ls.quarter_num = qs.quarter_num LEFT JOIN late_summary lt ON lt.quarter_num = qs.quarter_num LEFT JOIN both_summary bd ON bd.quarter_num = qs.quarter_num ORDER BY qs.quarter_num
STATUS: COMPILES (dry run on the empty schema, no data read) COLUMNS: quarter, pos_ordered, pos_received, avg_actual_lead_days, pct_received_late, avg_days_late, pos_still_open_at_cutoff
submitWITH po_quarters AS ( SELECT po.id, po.status, po.ordered_at, po.expected_at, po.received_at, cd.quarter_num FROM purchase_orders po JOIN calendar_days cd ON cd.calendar_date = CAST(po.ordered_at AS date) WHERE po.ordered_at >= DATE '2025-01-01' AND po.ordered_at < DATE '2026-01-01' ), received_lead AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - ordered_at)) / 86400.0 AS lead_days FROM po_quarters WHERE received_at IS NOT NULL ), late_subset AS ( SELECT quarter_num, EXTRACT(EPOCH FROM (received_at - expected_at)) / 86400.0 AS days_late FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL AND received_at > expected_at ), both_dates AS ( SELECT quarter_num FROM po_quarters WHERE received_at IS NOT NULL AND expected_at IS NOT NULL ), quarter_summary AS ( SELECT quarter_num, COUNT(*) AS pos_ordered, COUNT(received_at) AS pos_received, SUM(CASE WHEN status IN ('submitted','partially_received') AND received_at IS NULL THEN 1 ELSE 0 END) AS pos_still_open_at_cutoff FROM po_quarters GROUP BY quarter_num ), lead_summary AS ( SELECT quarter_num, AVG(lead_days) AS avg_actual_lead_days FROM received_lead GROUP BY quarter_num ), late_summary AS ( SELECT quarter_num, AVG(days_late) AS avg_days_late, COUNT(*) AS late_count FROM late_subset GROUP BY quarter_num ), both_summary AS ( SELECT quarter_num, COUNT(*) AS both_count FROM both_dates GROUP BY quarter_num ) SELECT '2025-Q' || qs.quarter_num AS quarter, qs.pos_ordered, qs.pos_received, ROUND(CAST(ls.avg_actual_lead_days AS numeric), 1) AS avg_actual_lead_days, ROUND(CAST((COALESCE(lt.late_count,0)::numeric / NULLIF(bd.both_count,0)) * 100 AS numeric), 1) AS pct_received_late, ROUND(CAST(lt.avg_days_late AS numeric), 1) AS avg_days_late, qs.pos_still_open_at_cutoff FROM quarter_summary qs LEFT JOIN lead_summary ls ON ls.quarter_num = qs.quarter_num LEFT JOIN late_summary lt ON lt.quarter_num = qs.quarter_num LEFT JOIN both_summary bd ON bd.quarter_num = qs.quarter_num ORDER BY qs.quarter_num
Submitted to tonight's batch. Your work on this request is done.