1. Lighthouse

Level 5 · Debug: refunds that went missing

The request

From Brian Mitchell, Finance Analyst

“Our refund report says $135,621 for 2025, but the payments team refunded more than that. The query stacks item refunds and refunded shipping fees. Can you find out why the numbers look low and fix it?”

Your goal

Fix the query. Return one row per month of 2025 with month (first day of the month, a DATE) and refunds: the sum of refund_amount from returns (by the month of returned_on, returns in 2025) plus the shipping_fee of every order with status 'refunded' and shipping_fee > 0 (by the month of order_date, orders in 2025), rounded to 2. Sort by month.

  • Read from the orders tablenot done yet
  • Read from the returns tablenot done yet
  • Show exactly month refundsnot done yet

Your query

SQL

Loading the editor…

    ResultPreview of orders · press Run to see yours
    Preview of orders
    order_idcustomer_idorder_datestatuschannel
    10011252023-01-01 20:51:19completedweb
    10021562023-01-02 07:58:46completedweb
    1003222023-01-02 10:25:27completedmarketplace
    1004482023-01-02 11:21:51completedmarketplace

    Mote checks your result

    Press Run. Each row that matches the goal becomes a firefly in your lantern.

    Tables

    Harbor & Pine store data, ready to query.

    orders12,000 rows · 7 columns
    • order_idinteger
    • customer_idinteger
    • order_datetimestamp
    • statusvarchar
    • channelvarchar
    • shipping_feedecimal
    • coupon_codevarchar
    First 5 rows of orders
    order_idcustomer_idorder_datestatuschannelshipping_feecoupon_code
    10011252023-01-01 20:51:19completedweb0.00NULL
    10021562023-01-02 07:58:46completedweb0.00NULL
    1003222023-01-02 10:25:27completedmarketplace4.99WELCOME10
    1004482023-01-02 11:21:51completedmarketplace4.99WELCOME10
    1005822023-01-02 11:43:36completedweb0.00WELCOME10
    returns1,673 rows · 5 columns
    • return_idinteger
    • order_item_idinteger
    • returned_ondate
    • reasonvarchar
    • refund_amountdecimal
    First 5 rows of returns
    return_idorder_item_idreturned_onreasonrefund_amount
    1142023-01-10damaged83.69
    2422023-01-10wrong_item19.99
    31052023-01-14wrong_item10.99
    4242023-01-16changed_mind26.99
    51262023-01-16late20.99
    customers2,018 rows · 9 columns
    • customer_idinteger
    • first_namevarchar
    • last_namevarchar
    • emailvarchar
    • cityvarchar
    • statevarchar
    • signup_datedate
    • segmentvarchar
    • referral_sourcevarchar
    First 5 rows of customers
    customer_idfirst_namelast_nameemailcitystatesignup_datesegmentreferral_source
    1OwenHudsonowen.hudson@icloud.comSan FranciscoCA2022-06-02consumersearch
    2DouglasMendozadmendoza69@gmail.comAtlantaGA2022-06-02consumerNULL
    3HenryBrookshbrooks@lakesidecafe.comLos AngelesCA2022-06-04businessNULL
    4BrianGrahambgraham@bluecedarhomes.comSeattleWA2022-06-06businesspinterest
    5KyleJimenezkjimenez27@yahoo.comIndianapolisIN2022-06-07consumerNULL
    products120 rows · 8 columns
    • product_idinteger
    • namevarchar
    • categoryvarchar
    • subcategoryvarchar
    • unit_pricedecimal
    • unit_costdecimal
    • launched_ondate
    • is_activeboolean
    First 5 rows of products
    product_idnamecategorysubcategoryunit_priceunit_costlaunched_onis_active
    101Vale Velvet LoveseatFurnitureSofas1659.00NULL2023-09-11true
    102Alder Oak Coffee TableFurnitureTables919.00503.502024-05-16true
    103Orchard Rattan Dining ChairFurnitureChairs789.00429.872023-05-27true
    104Upland Oak BookcaseFurnitureStorage429.00214.702022-12-20true
    105Avery Leather Bed FrameFurnitureBeds449.00232.702021-08-31true
    order_items30,338 rows · 6 columns
    • order_item_idinteger
    • order_idinteger
    • product_idinteger
    • quantityinteger
    • unit_pricedecimal
    • discount_pctdecimal
    First 5 rows of order_items
    order_item_idorder_idproduct_idquantityunit_pricediscount_pct
    11001121931.990.00
    21001154311.990.00
    31002154411.990.00
    410021941149.000.00
    51002193219.990.00
    employees60 rows · 8 columns
    • employee_idinteger
    • first_namevarchar
    • last_namevarchar
    • departmentvarchar
    • titlevarchar
    • manager_idinteger
    • hire_datedate
    • salaryinteger
    First 5 rows of employees
    employee_idfirst_namelast_namedepartmenttitlemanager_idhire_datesalary
    1CatherineHaleExecutiveChief Executive OfficerNULL2016-03-01285000
    2RobertKimExecutiveChief Operating Officer12017-01-09235000
    3MeganCollinsSalesHead of Sales12018-04-16172000
    4ChloeGutierrezSalesAccount Executive32020-01-2172000
    5FrankBellSalesAccount Executive32023-05-2173000
    web_sessions40,000 rows · 7 columns
    • session_idinteger
    • customer_idinteger
    • started_attimestamp
    • devicevarchar
    • sourcevarchar
    • pages_viewedinteger
    • convertedboolean
    First 5 rows of web_sessions
    session_idcustomer_idstarted_atdevicesourcepages_viewedconverted
    1NULL2023-01-01 23:02:24mobilepaid1false
    2182023-01-01 15:07:49desktoppaid1false
    3NULL2023-01-01 16:55:46desktopdirect7false
    4NULL2023-01-01 12:43:28mobileorganic3false
    5NULL2023-01-01 13:06:21mobilesocial2false
    marketing_spend3,276 rows · 3 columns
    • spend_datedate
    • channelvarchar
    • amountdecimal
    First 5 rows of marketing_spend
    spend_datechannelamount
    2023-01-01paid492.99
    2023-01-01email37.38
    2023-01-01social200.53
    2023-01-02paid709.13
    2023-01-02email64.13

    The lesson

    This query runs, returns twelve plausible months and is wrong by more than $12,000. The bug is one word.

    What went wrong

    UNION stacks the two sources and then removes duplicate rows. The CTE only keeps two columns, month and amount, so any two refunds in the same month with the same amount look identical, and one of them disappears. In December 2025 alone there are six separate returns refunded at $20.99, four at $15.99 and four at $159.00. After UNION, each of those groups counts once.

    The numbers:

    rows in refund_lines 2025 refunds
    UNION (starter) 567 $135,621.44
    UNION ALL (fix) 695 $147,817.72

    695 is exactly 659 returns in 2025 plus 36 refunded orders with a shipping fee. 567 matches nothing, and that mismatch is how you catch the bug.

    How to spot it

    The reliable check for any stacked query is a row count reconciliation: count each source on its own, add them up and compare with the count of the stacked result.

    SELECT COUNT(*) FROM returns
    WHERE returned_on >= '2025-01-01' AND returned_on < '2026-01-01';   -- 659

    If the stack has fewer rows than the sum of its parts, something removed rows, and plain UNION is the first suspect. The second suspect is a branch with a filter you did not intend.

    Another tell: the starter would be “right” if every refund had a unique amount. The bug grows with volume, so it is worst in December, the month with the most returns, which makes the seasonal story in the report look calmer than it was.

    The fix

    Change UNION to UNION ALL. Nothing else changes: same columns, same filters, same aggregation. If you genuinely needed to remove duplicates (for example the same refund exported twice), do it on a real key such as return_id, not on whatever columns the query happens to select.

    Common mistakes

    • Adding DISTINCT to “clean up” a stack of amounts. Same bug, different keyword.
    • Fixing it by adding a random column like RANDOM() so rows differ. Use UNION ALL and keep ids if you need to trace rows.
    • Reconciling only the total. Compare row counts too: totals can match by accident, counts rarely do.

    In SQL Server

    Identical behaviour: UNION deduplicates, UNION ALL does not. The month start would be DATEFROMPARTS(YEAR(returned_on), MONTH(returned_on), 1). In the execution plan, a plain UNION shows up as an extra Distinct Sort or Hash Match step, which is a quick way to notice it in someone else’s query.

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