Bulk Wine Items

Master data file delivering bulk wine (WIP) items as Parent WIP / Child WIP pairs, with the hierarchy flattened across columns on each row.

Bulk wine (WIP) item master. Each row is one child WIP (the lowest, most granular level: a specific vintage of a bulk wine), with its full parent hierarchy flattened across columns on the same row.

About the hierarchy

By default, Claret expects a two-level hierarchy for bulk wine: Parent WIP → Child WIP. For example:

  • Parent WIP: ZAMNVCAS (WIP - ZAM Napa Valley Cabernet Sauvignon)

  • Child WIPs: ZAMNVCAS16, ZAMNVCAS17, ... ZAMNVCAS24 (one per vintage year)

The bulk wine hierarchy is fixed at two levels: a parent WIP and its child WIPs. If your naming convention differs from Parent WIP / Child WIP (e.g., you call them Wine and Vintage, or Lot Family and Lot), you can substitute your own labels in the column names, using the pattern {Level} Name, {Level} Description for each level. The depth, however, must remain two levels.

If you adapt the labels, email help@claret.app describing your level names so the labels can be applied in Claret's UI.

Schema

#
Column
Required?
Description
Example

1

parent_wip_name

Top-level grouping. Same value repeats across every child WIP under it.

ZAMNVCAS

2

parent_wip_description

Long-form description of the parent WIP. Shown in tooltips and used in search.

WIP - ZAM Napa Valley Cabernet Sauvignon

3

child_wip_name

The vintage-specific WIP. Must be unique across all rows in the file and across the Finished Good Items file. Referenced by Inventory, Recipes, and Work Plans.

ZAMNVCAS19

4

child_wip_description

Long-form description of the child WIP. Shown in tooltips and used in search.

WIP - ZAM Napa Valley Cabernet Sauvignon 2019

Which level do other files reference?

  • Inventory always uses child_wip_name.

  • Recipes may reference either parent_wip_name or child_wip_name, depending on the level at which the recipe is defined.

  • Work Plans may reference either parent_wip_name or child_wip_name, depending on whether the work targets a generic parent wine (e.g., a future blend) or a specific vintage.

Header row

Sample data

Snapshot semantics

  • Full snapshot every delivery. Include every currently-active bulk WIP item.

  • A WIP omitted from a new snapshot is treated as retired; its history is preserved but no new transactional rows referencing it will be accepted.

  • child_wip_name must be unique across all rows in the file and across the Finished Good Items file.

  • All Name and Description columns should be populated. Description values appear in Claret's UI (tooltips, search, exports) and improve usability for the people working in the grids.

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