forecast_api/offline/force_customer_sales.sql

BEGIN;

WITH 
targ AS (
    SELECT
        account 
        ,segment
        ,targv::numeric targv
        ,targm::numeric targm
        ,targv::numeric - targm::numeric targc
    FROM (VALUES
            ('THE HOME DEPOT','17000000','3074775','Retail'),
            ('L&L NURSERY SUPPLY INC','2350000','1323646','Retail'),
            ('WAL-MART','0','0','Retail'),
            ('FRED MEYER','2000000','856002','Retail'),
            ('AMAZON.COM','1640000','1030332','Retail'),
            ('BFG SUPPLY','1500000','836573','Retail'),
            ('MENARDS','1638401','608147','Retail'),
            ('ARETT SALES','1241808','664301','Retail'),
            ('VM INNOVATIONS-NE','1000000','550614','Retail'),
            ('CANADIAN TIRE CORP LTD','680606','47642','Retail'),
            ('CANADIAN TIRE CORP LTD','319394','160394','Sustainable'),
            ('ALLIANCE INTERNATIONAL LLC','500000','206602','Retail'),
            ('OCEAN STATE JOBBERS','300000','155878','Retail'),
            ('GRIFFIN','258240','118623','Retail'),
            ('DO IT BEST','297067','177889','Retail'),
            ('BWI','249061','117374','Retail'),
            ('BRADLEY CALDWELL INC','226211','134560','Retail'),
            ('PHILLIPS PET FOOD & SUPPLIES','194414','113853','Retail'),
            ('ACE HARDWARE','195043','128460','Retail'),
            ('EDDIS WHOLESALE GDN SUPPLIES','156305','76972','Retail'),
            ('GARD N WISE','154657','83291','Retail'),
            ('FOSTERS INC','154278','84043','Retail'),
            ('GARDEN CENTRE GROUP CO-OP','148400','79640','Retail'),
            ('TRUE VALUE','125272','66837','Retail'),
            ('RONA INC (PICK UP)ACE CANADA','125154','49123','Retail'),
            ('HB DAVIS SEED CO','103990','60800','Retail'),
            ('BOMGAARS SUPPLY INC.    RETAIL','96550','55201','Retail'),
            ('CANAC MARQUIS GRENIER','84336','26284','Retail'),
            ('LOWES','82640','33445','Retail'),
            ('JENSEN DISTRIBUTION','79189','47567','Retail'),
            ('EARL MAY SEED','77321','45084','Retail'),
            ('INTERMOUNTAIN FARMERS ASSN','71161','25896','Retail'),
            ('PEAVEY INDUSTRIES LP       RET','63755','38070','Retail'),
            ('SRC CORPORATION','62610','34107','Retail'),
            ('HORIZON DISTRIBUTION INC','52200','29953','Retail'),
            ('HALIFAX SEED CO INC','47859','23365','Retail'),
            ('JAVIC STEIN GARDEN CENTER  RET','47332','29831','Retail'),
            ('TERIS SUPPLY SERVICES','46454','21876','Retail'),
            ('LITTLE MOUNTAIN GREENHOUSES','0','0','Retail'),
            ('WYATT QUARLES','45961','19806','Retail'),
            ('KROGER ACCOUNTING SERVICES','0','0','Retail'),
            ('AURORA WHOLESALERS, LLC','39005','1950','Retail'),
            ('CIMARRON LUMBER CO','41255','29321','Retail'),
            ('SKH WHOLESALE DIST','39498','22002','Retail'),
            ('GREENHOUSE MEGASTORE','38481','22165','Retail'),
            ('MEYER SEED CO.OF BALTIMORE INC','36907','21255','Retail'),
            ('GREEN ISLAND DISTRIBUTORS INC.','36335','16598','Retail'),
            ('ALASKA GDN & PET SUPPLY RET','34416','17673','Retail'),
            ('CY GROWERS SUPPLIES LTD','33516','17268','Retail'),
            ('PL ROHRER & BRO INC     RET','32682','18721','Retail'),
            ('CISCO COMPANIES (THE)','31294','16958','Retail'),
            ('EXACTA SALES','29985','16997','Retail'),
            ('CARLIN HORTICULTURAL SUPP','29766','17926','Retail'),
            ('LEON KOROL COMPANY','27634','-20540','Retail'),
            ('FAMILY TREE NURSERY','26732','14253','Retail'),
            ('GREENHOUSE & GARDEN SUPPLY INC','28432','16180','Retail'),
            ('MIKES GARDEN CENTER','24804','8682','Retail'),
            ('HORTMARK','24148','14260','Retail'),
            ('FLORIDA HARDWARE COMPANY','22952','13416','Retail'),
            ('EARL''S FARM & GARDEN INC','20856','11680','Retail'),
            ('MIZE FARM & GARDEN SUPPLY','20317','11079','Retail'),
            ('HUMMERT INTERNATIONAL','19214','10602','Retail'),
            ('BAYERS GARDEN SHOP','18177','11247','Retail'),
            ('FEDERATED CO-OPERATIVES LTD','16347','9370','Retail'),
            ('VANDENBERG BULB CO INC','15895','8533','Retail'),
            ('RS GROWERS SUPPLY','15676','8691','Retail'),
            ('PLANTERS SEED & SPICE      RET','15395','8520','Retail'),
            ('UNITED GARDEN CENTER','15303','8117','Retail'),
            ('NORTH 40 OUTFITTERS','13975','9093','Retail'),
            ('ERVA TOOL & DIE CO','13102','10114','Retail'),
            ('NITRO-PHOS FERTILIZERS','12772','7397','Retail'),
            ('OTTEN BROS','12390','6556','Retail'),
            ('GROSOUTH','12229','5783','Retail'),
            ('WAYFAIR LLC','10894','6861','Retail'),
            ('PRINCE CORPORATION','10627','6478','Retail'),
            ('BLISH-MIZE CO','10502','6181','Retail'),
            ('UNITED GARDEN CENTERS      RET','10323','5880','Retail'),
            ('KC SCHAEFER SUPPLY','10176','5658','Retail'),
            ('LIFOAM INDUSTRIES LLC','9922','1437','Retail'),
            ('CARL BREHOB & SON','9909','4862','Retail'),
            ('GPF CORPORATION','8497','4907','Retail'),
            ('APACHE SEEDS LTD','7524','4823','Retail'),
            ('PRO GROWER SUPPLY','7160','4488','Retail'),
            ('ALTON GREENHOUSES','6282','4571','Retail'),
            ('VG SUPPLY CO INC','6170','3302','Retail'),
            ('PATRICK MORIN','5550','4185','Retail'),
            ('PROFESSIONAL GARDENER CO','5534','3780','Retail'),
            ('PREMIUM HORTICULTURAL SUPPLY','5260','2953','Retail'),
            ('SCHROTH WHOLESALE SUPPLY CO.','4886','2841','Retail'),
            ('WALDO & ASSOCIATES','4848','2662','Retail'),
            ('SERRES STE-ELIE','4554','2217','Retail'),
            ('JEAN H HENLE INC         RET','4390','2596','Retail'),
            ('GOLDCREST DIST','4203','2652','Retail'),
            ('KEN VAN WINGERDEN GREENHOUSES','3934','2721','Retail'),
            ('PASTANCH LLC','3558','2300','Retail'),
            ('TESSMAN SEED','3490','1837','Retail'),
            ('GEMMELLS GARDEN CENTRE INC','3356','2459','Retail'),
            ('BELLE INVESTMENTS INC','2969','1901','Retail'),
            ('BLUE STAR WHOLESALE','2870','1321','Retail'),
            ('GLEN ECHO NURSERIES INC','2856','1358','Retail'),
            ('Distribution','2856','1000','Retail'),
            ('EZ GRO GARDEN','2770','970','Retail'),
            ('ENVIROGREENERY PLANTS LLC','2759','1546','Retail'),
            ('GERTENS GREENHOUSE','2669','934','Retail'),
            ('KROGER (KRG LLC)','2363','1074','Retail'),
            ('CINNABAR VALLEY','1873','1210','Retail'),
            ('EDWARDS GREENHOUSE INC','1842','1179','Retail'),
            ('DIRECT DISTRIBUTORS INC','1732','1140','Retail'),
            ('YODERS PRODUCE','1295','514','Retail'),
            ('ABC NURSERY LANDSCAPEMAIN','556','305','Retail'),
            ('DUNN SALES & MARKETING, INC.','385','197','Retail'),
            ('GARDENERS SUPPLY CO','375','263','Retail'),
            ('FARMERS COOP','355','135','Retail'),
            ('CROP PROD SERVICES INC','351','199','Retail'),
            ('ARNOLDS GREENHOUSES','309','249','Retail'),
            ('GEORGE''S FLOWERS','287','132','Retail'),
            ('HJS WHOLESALE LTD','162','117','Retail'),
            ('HOLMBERG FARMS INC','101','72','Retail'),
            ('KINNEY BONDED','93','49','Retail'),
            ('IRRIGATION PLUS INC','35','21','Retail'),
            ('GLENKIRK ASSOCIATES INC','0','0','Retail'),
            ('MILITARY PRODUCE GROUP LLC','0','0','Retail'),
            ('WONDER SOIL','0','0','Retail'),
            ('CHUCK BECK','0','0','Retail'),
            ('MENARDS INC STORE 3256     RET','0','0','Retail'),
            ('GREENSTAR PLANT-MANCHESTER','0','0','Retail'),
            ('MAIN LINE POTTERY','0','0','Retail'),
            ('PSR SALES INC','0','0','Retail'),
            ('CLEVELAND FLORAL PRODUCTS INC','0','0','Retail'),
            ('RACHEL BOWMAN','0','0','Retail'),
            ('ENG SVCS & PROD','0','0','Retail'),
            ('RITCHIE FEED & SEED','0','0','Retail'),
            ('PARK SEED (DBA JPPA)','0','0','Retail'),
            ('ART KNAPP','0','0','Retail'),
            ('VARIETY WHOLESALE (9001)','0','0','Retail'),
            ('ROY SIEMENS','0','0','Retail'),
            ('MARC DESROSIERS','0','0','Retail'),
            ('JIM REGER','0','0','Retail'),
            ('MARK WILKINSON','0','0','Retail'),
            ('SAN MARCOS GROWERS','0','0','Retail'),
            ('GRANBYS GREENHOUSE','0','0','Retail'),
            ('GIANT TIGERE STORES LIMITED','0','0','Retail'),
            ('INTEGRITY SALES & DISTRIBUTION','0','0','Retail'),
            ('GLOECKNER & CO. INC.','0','0','Retail'),
            ('DORAN MARABLE','0','0','Retail'),
            ('SEVEN OAKS PLANT SHOP INC','0','0','Retail'),
            ('BURPEE GARDEN PRODUCTS     RET','0','0','Retail'),
            ('SHERRILL INC','0','0','Retail'),
            ('PARKWAY GARDENS','0','0','Retail'),
            ('GS DISTRIBUTION','0','0','Retail'),
            ('GALES GARDEN CENTER','0','0','Retail'),
            ('DAVE BODO','0','0','Retail'),
            ('FLOWERLAND GARDEN CTR OF CLEVE','0','0','Retail'),
            ('STACK-A-POTS','0','0','Retail'),
            ('BEAUTIFUL LAND PRODUCTS','0','0','Retail'),
            ('STRADERS','0','0','Retail'),
            ('WESTLAND GREENHOUSES','0','0','Retail'),
            ('SUNNYSIDE GREENHOUSES LTD. RET','0','0','Retail'),
            ('DM COLOR EXPRESS','0','0','Retail'),
            ('TERIS SVSC D''''APPROVISIONNEMNT','0','0','Retail'),
            ('YONAS GREENHOUSES','0','0','Retail'),
            ('FLORALIES JOUVENCE','0','0','Retail'),
            ('ALECIA LATINI','0','0','Retail'),
            ('AL PAR PEAT CO','0','0','Retail'),
            ('IVAN VANDERDEEN','0','0','Retail'),
            ('TIDBURY CREEK FARMS','0','0','Retail'),
            ('AGRO PRODUCTS LIMITED','0','0','Retail'),
            ('ALDI','0','0','Retail'),
            ('MISC ACCT -        (US )','0','0','Retail'),
            ('TIMBERS MARKETING LLC','0','0','Retail'),
            ('ALLEN STERLING AND LOTHROP','0','0','Retail'),
            ('TINA PETTIGREW','0','0','Retail'),
            ('TONY LANDINO','0','0','Retail'),
            ('TRICIA PRICE','0','0','Retail'),
            ('PEAK DISTRIBUTION LLC','0','0','Retail'),
            ('DILLON SEED & SUPPLY','0','0','Retail'),
            ('MENARDS INC STORE 3510     RET','0','0','Retail'),
            ('PLANT BEST','0','0','Retail'),
            ('DENVER WHOLESALE FLORISTS CO','0','0','Retail'),
            ('TSC STORES LIMITED','0','0','Retail'),
            ('CENTRAL GARDEN & PET','0','0','Retail'),
            ('ESERRO','0','0','Retail'),
            ('AMA PLASTICS','0','0','Retail'),
            ('LITTLE MOUNTAIN GREENHOUSES U','0','0','Retail'),
            ('PATAPSCO VALLEY SALES','0','0','Retail'),
            ('UNITED HARDWARE','0','0','Retail'),
            ('COLOUR PARADISE GRHS LTD','0','0','Retail'),
            ('GARDEN RIDGE CORP','0','0','Retail'),
            ('VARIETY DISTRIBUTORS INC','0','0','Retail'),
            ('BLUE WATER BALTIMORE','0','0','Retail'),
            ('LEE VALLEY TOOLS','0','0','Retail')
        ) x(account,targv,targm,segment)
)
,factor AS (
SELECT
    account
    ,segment
    ,targv
    ,targm
    ,targc
    ,sum(value_usd) value_usd
    ,sum(units) units
    ,sum(cost_usd) cost_usd
    ,round(CASE WHEN sum(value_usd) = 0 THEN 0 ELSE targv::numeric/sum(value_usd) END,5) vfactor
    ,round(CASE WHEN sum(cost_usd) = 0 THEN 0 ELSE targc::numeric/sum(cost_usd) END,5) cfactor
FROM
    targ t
    LEFT OUTER JOIN rlarp.osm_pool o ON
        o.billto_group = t.account
        AND o.segm = t.segment
        AND o.order_season = 2022
GROUP BY
    account
    ,segment
    ,targv
    ,targm
    ,targc
)
--SELECT * FROM agg_curr
----------------create a log entry--------------------
,log AS (
    INSERT INTO
           rlarp.osm_log(doc)
    SELECT 
        $${
            "message":"force accounts to match target total value and margin",
            "tag":"retail plug",
            "type":"build" 
        }$$::jsonb doc 
    RETURNING *
)
-------build adjustment rows collapsed for all iterations----------
,dv AS (
    SELECT
         o.fspr
        ,o.plnt          ---master data 
        ,o.promo          --history date mix
        ,o.terms
        ,o.bill_cust_descr          --history cust mix
        ,o.ship_cust_descr          --history cust mix
        ,o.dsm
        ,o.quota_rep_descr          --master data 
        ,o.director
        ,o.billto_group          --master data 
        ,o.shipto_group
        ,o.chan          --master data 
        ,o.chansub
        ,o.chan_retail
        ,o.part
        ,o.part_descr
        ,o.part_group
        ,o.branding
        ,o.majg_descr
        ,o.ming_descr
        ,o.majs_descr
        ,o.mins_descr
        ,o.segm
        ,o.substance
        ,o.fs_line          --master data 
        ,o.r_currency          --history cust mix
        ,o.r_rate          --master data 
        ,o.c_currency          --master data 
        ,o.c_rate          --master data 
        ,round(sum(o.units*s.cfactor      - o.units     ),2) units
        ,round(sum(o.value_loc*s.vfactor  - o.value_loc ),2) value_loc
        ,round(sum(o.value_usd*s.vfactor  - o.value_usd ),2) value_usd
        ,round(sum(o.cost_loc*s.cfactor   - o.cost_loc  ),2) cost_loc
        ,round(sum(o.cost_usd*s.cfactor   - o.cost_usd  ),2) cost_usd
        ,o.calc_status          --0 
        ,o.flag          --0 
        ,o.order_date          --history date mix
        ,o.order_month
        ,o.order_season
        ,o.request_date          --history date mix
        ,o.request_month
        ,o.request_season
        ,o.ship_date          --history date mix
        ,o.ship_month
        ,o.ship_season
        ,'b22' aS version
        ,'upload volume' iter
        ,log.id
        ,coalescE(log.doc->>'tag','') AS "tag"
        ,log.doc->>'message' AS "comment"
        ,log.doc->>'type' module
    FROM
        rlarp.osm_pool o
        INNER JOIN factor s ON
            s.account = o.billto_group
        CROSS JOIN log
    WHERE
        o.ship_season = 2022
        AND o.segm = s.segment
    GROUP BY
         o.fspr
        ,o.plnt          ---master data 
        ,o.promo          --history date mix
        ,o.terms
        ,o.bill_cust_descr          --history cust mix
        ,o.ship_cust_descr          --history cust mix
        ,o.dsm
        ,o.quota_rep_descr          --master data 
        ,o.director
        ,o.billto_group          --master data 
        ,o.shipto_group
        ,o.chan          --master data 
        ,o.chansub
        ,o.chan_retail
        ,o.part
        ,o.part_descr
        ,o.part_group
        ,o.branding
        ,o.majg_descr
        ,o.ming_descr
        ,o.majs_descr
        ,o.mins_descr
        ,o.segm
        ,o.substance
        ,o.fs_line          --master data 
        ,o.r_currency          --history cust mix
        ,o.r_rate          --master data 
        ,o.c_currency          --master data 
        ,o.c_rate          --master data 
        ,o.calc_status          --0 
        ,o.flag          --0 
        ,o.order_date          --history date mix
        ,o.order_month
        ,o.order_season
        ,o.request_date          --history date mix
        ,o.request_month
        ,o.request_season
        ,o.ship_date          --history date mix
        ,o.ship_month
        ,o.ship_season
        ,log.id
        ,coalescE(log.doc->>'tag','')
        ,log.doc->>'message'
        ,log.doc->>'type'
)
INSERT INTO rlarp.osm_pool SELECT * FROM dv;
--SELECT
--    billto_group
--    ,sum(value_usd) val
--    ,sum(cost_usd) AS cost
--    ,sum(units) units
--FROM
--    dv
--GROUP BY
--    billto_group

COMMIT;