forecast_api/route_sql/addmonth_vupd.sql

WITH
/*
the volume must be expressed in terms of units, since that is what it will be scaling
*/
target AS (select target_volume vincr, target_price pincr)
,testv AS (
    SELECT
        sum(units) tot
        ,sum(units) FILTER (WHERE iter IN ('copy','plan','diff')) base
        ,COALESCE(sum(units) FILTER (WHERE module = 'new basket'),0) newpart
        ,sum(value_loc *r_rate) totsales
        ,sum(value_loc *r_rate) FILTER (WHERE iter IN ('plan','diff','copy')) basesales
        ,COALESCE(sum(value_loc *r_rate) FILTER (WHERE module = 'new basket'),0) newpartsales
    FROM
        rlarp.osm_pool
    WHERE
        -----------------scenario----------------------------
        where_clause
        -----------------additional params-------------------
        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
        AND order_date <= ship_date
)
,flagv AS (
    SELECT
        tot
        ,base
        ,newpart
        ,CASE WHEN tot = 0 THEN
            CASE WHEN base = 0 THEN
                CASE WHEN newpart = 0 THEN
                    'unclean data. tested -> does not exist'
                ELSE
                    'scale new part'
                END
            ELSE
                'scale copy'
            END
        ELSE
            'scale all'
        END flag
        ,CASE WHEN totsales = 0 THEN
            CASE WHEN basesales = 0 THEN
                CASE WHEN newpartsales = 0 THEN
                    'no price'
                ELSE
                    'scale new part'
                END
            ELSE
                'scale copy'
            END
        ELSE
            'scale all'
        END flagsales
    FROM
        testv
)
,GLD AS MATERIALIZED (
	SELECT
		N1COMP COMP
		,N1CCYY FSYR
		,KPMAXP PERDS
		,N1FSPP PERD
		,to_char(N1FSYP,'FM0000') FSPR
		,N1SD01 SDAT
		,N1ED01 EDAT
        ,daterange(n1sd01, n1ed01,'[]') drange
		,to_char(N1ED01,'yymm') CAPR
		,N1ED01 - N1SD01 +1 NDAYS
		,CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(YEAR FROM N1ED01) + 1 ELSE EXTRACT(YEAR FROM N1ED01) END SSYR
		,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5  ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'FM00') SSPR
	FROM
		LGDAT.GLDATREF
		INNER JOIN LGDAT.GLDATE ON
			KPCOMP = N1COMP AND
			KPCCYY = N1CCYY
	WHERE
		N1COMP = 93
)
,mseq AS (
    SELECT * FROM
    (
        VALUES
        ('01 - Jun',1,6,-1)
        ,('02 - Jul',2,7,-1)
        ,('03 - Aug',3,8,-1)
        ,('04 - Sep',4,9,-1)
        ,('05 - Oct',5,10,-1)
        ,('06 - Nov',6,11,-1)
        ,('07 - Dec',7,12,-1)
        ,('08 - Jan',8,1,0)
        ,('09 - Feb',9,2,0)
        ,('10 - Mar',10,3,0)
        ,('11 - Apr',11,4,0)
        ,('12 - May',12,5,0)
    ) x(m,s,cal,yr)
)
,alldates AS MATERIALIZED(
    SELECT
        promo
        ,terms
        ,order_month
        ,mseq.s seq
        ,order_date
        ,request_date
        ,ship_date
        ,sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) value_usd
    FROM
        rlarp.osm_pool
        LEFT OUTER JOIN mseq ON
            mseq.m = order_month
    WHERE
        -----------------scenario----------------------------
        where_clause
        -----------------additional params-------------------
        AND CASE (SELECT flag FROM flagv)
            WHEN 'scale all' THEN true
            WHEN 'scale copy' THEN iter IN ('plan','diff','copy')
            WHEN 'scale new part' THEN module = 'new basket'
        END
        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
        AND order_date <= ship_date
    GROUP BY
        promo
        ,terms
        ,order_month
        ,mseq.s
        ,order_date
        ,request_date
        ,ship_date
    HAVING
        sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) <> 0
)
--select * from alldates
,dom AS (
    SELECT
        extract(day FROM order_date) DOM
        ,sum(value_usd) value_usd
    FROM
        alldates
    GROUP BY
        extract(day FROM order_date)
)
---------------------may want ot look at a top-5 mix solution in the future facilitated by sum() over (order by sales desc)---------------
,mmix AS (
    SELECT
        to_char(order_date,'Mon') _month
        ,seq
        ,promo
        ,sum(extract(day from order_date)*value_usd) dom_wa
        --,request_date-order_date rlag
        ,sum((request_date-order_date)*(value_usd)) rlag_wa
        --,ship_date - request_date slag
        ,sum((ship_date - request_date)*(value_usd)) slag_wa
        ,sum(value_usd) value_usd
    FROM
        alldates
    GROUP BY
        to_char(order_date,'Mon')
        ,seq
        ,promo
        --,extract(day from order_date)
        --,request_date-order_date
        --,ship_date - request_date
)
,targm AS (select s, m from mseq where m = 'target_month' )
,mmixp AS (
    SELECT
        _month
        ,seq
        ,promo
        ,greatest(least(round((dom_wa/value_usd)::numeric,0)::int,28),1) odom
        ,round((rlag_wa/value_usd)::numeric,0)::int rlag
        ,round((slag_wa/value_usd)::numeric,0)::int slag
        ,value_usd/sum(value_usd) over (partition by _month) momix
        --,value_usd/SUM(value_usd) over (PARTITION BY _month) vperc
    FROM
        mmix
)
,closest AS (
    SELECT
        _month, targm.s, m
    FROM
        mmixp
        CROSS JOIN targm
    ORDER BY
    abs(seq - targm.s) ASC
    LIMIT 1
)
---------------------the role of basemix here is to get non-dated info which is then dated in the next step---------------------
,basemix AS (
SELECT
        --fspr in next step
        o.plnt
        --promo in next step
        --terms in next step
        ,c.bvterm terms
        ,o.bill_cust_descr
        ,o.ship_cust_descr
        ,o.dsm
        ,o.quota_rep_descr
        ,o.director
        ,o.billto_group
        ,o.shipto_group
        ,o.chan
        ,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
        ,o.r_currency
        ,o.r_rate
        ,o.c_currency
        ,o.c_rate
        ,sum(coalesce(o.units,0)) units
        ,sum(coalesce(o.value_loc,0)) value_loc
        ,sum(coalesce(o.value_usd,0)) value_usd
        ,sum(coalesce(o.cost_loc,0)) cost_loc
        ,sum(coalesce(o.cost_usd,0)) cost_usd
        ,o.calc_status
        ,o.flag
    FROM
        rlarp.osm_pool o
        LEFT OUTER JOIN lgdat.cust c ON
            c.bvcust = rtrim(substr(o.bill_cust_descr,1,8))
    WHERE
        -----------------scenario----------------------------
        where_clause
        -----------------additional params-------------------
        AND CASE (SELECT flag FROM flagv)
            WHEN 'scale all' THEN true
            WHEN 'scale copy' THEN iter IN ('plan','diff','copy')
            WHEN 'scale new part' THEN module = 'new basket'
        END
        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
        AND order_date <= ship_date
    GROUP BY
        --fspr in next step
        o.plnt
        ,c.bvterm
        --promo in next step
        --terms in next step
        ,o.bill_cust_descr
        ,o.ship_cust_descr
        ,o.dsm
        ,o.quota_rep_descr
        ,o.director
        ,o.billto_group
        ,o.shipto_group
        ,o.chan
        ,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
        ,o.r_currency
        ,o.r_rate
        ,o.c_currency
        ,o.c_rate
        ,o.calc_status
        ,o.flag
)
,vscale AS (
    SELECT
        (SELECT vincr::numeric FROM target) incr
        ,(SELECT sum(units) FROM basemix) base
        ,(SELECT vincr::numeric FROM target)/(SELECT sum(units) FROM basemix) factor
)
--select * from SCALE
,log AS (
    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
)
,volume AS (
SELECT
    sd.fspr
    ,b.plnt
    ,m.promo
    ,b.terms
    ,b.bill_cust_descr
    ,b.ship_cust_descr
    ,b.dsm
    ,b.quota_rep_descr
    ,b.director
    ,b.billto_group
    ,b.shipto_group
    ,b.chan
    ,b.chansub
    ,b.chan_retail
    ,b.part
    ,b.part_descr
    ,b.part_group
    ,b.branding
    ,b.majg_descr
    ,b.ming_descr
    ,b.majs_descr
    ,b.mins_descr
    ,b.segm
    ,b.substance
    ,b.fs_line
    ,b.r_currency
    ,b.r_rate
    ,b.c_currency
    ,b.c_rate
    ,round(b.units*s.factor*m.momix    ,2) units
    ,round(b.value_loc*s.factor*m.momix,2) value_loc
    ,round(b.value_usd*s.factor*m.momix,2) value_usd
    ,round(b.cost_loc*s.factor*m.momix ,2) cost_loc
    ,round(b.cost_usd*s.factor*m.momix ,2) cost_usd
    ,b.calc_status
    ,b.flag
    ,make_date(mseq.yr + 2024,mseq.cal,m.odom) order_date
    ,od.sspr || ' - ' || to_char(make_date(mseq.yr + 2024,mseq.cal,m.odom),'Mon') order_month
    ,od.ssyr order_season
    ,make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag request_date
    ,rd.sspr || ' - ' ||to_char(make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag,'Mon')  request_month
    ,rd.ssyr request_season
    ,make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag + slag ship_date
    ,sd.sspr || ' - ' || to_char(make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag + slag,'Mon') ship_month
    ,sd.ssyr ship_season
    ,'replace_version' "version"
    ,'replace_source'||' volume'  iter
    ,log.id
    ,COALESCE(log.doc->>'tag','') "tag"
    ,log.doc->>'message' "comment"
    ,log.doc->>'type' module
FROM
    basemix b
    CROSS JOIN vscale s
    CROSS JOIN mmixp m
    CROSS JOIN closest
    CROSS JOIN log
    LEFT OUTER JOIN  mseq ON
        mseq.m = closest.m
    LEFT OUTER JOIN gld od ON
        make_date(mseq.yr + 2024,mseq.cal,m.odom) BETWEEN od.sdat AND od.edat
    LEFT OUTER JOIN gld rd ON
        make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag BETWEEN rd.sdat AND rd.edat
    LEFT OUTER JOIN gld sd ON
        make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag + slag BETWEEN sd.sdat AND sd.edat
WHERE
    m._month = (SELECT _month FROM closest)
)
,pscale AS (
    SELECT
        (SELECT pincr::numeric FROM target) incr
        ,(SELECT sum(value_loc * r_rate) FROM volume) base
        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
            0
        ELSE
            ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(value_loc * r_rate) FROM volume)
        END factor
        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
            CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume)) <> 0 THEN
                --if the base value is -0- but the target value hasn't been achieved, derive a price to apply
                ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(units) FROM volume)
            ELSE
                0
            END
        ELSE
            0
        END mod_price
)
,price AS (
SELECT
    b.fspr
    ,b.plnt
    ,b.promo
    ,b.terms
    ,b.bill_cust_descr
    ,b.ship_cust_descr
    ,b.dsm
    ,b.quota_rep_descr
    ,b.director
    ,b.billto_group
    ,b.shipto_group
    ,b.chan
    ,b.chansub
    ,b.chan_retail
    ,b.part
    ,b.part_descr
    ,b.part_group
    ,b.branding
    ,b.majg_descr
    ,b.ming_descr
    ,b.majs_descr
    ,b.mins_descr
    ,b.segm
    ,b.substance
    ,b.fs_line
    ,b.r_currency
    ,b.r_rate
    ,b.c_currency
    ,b.c_rate
    ,0::numeric units
    ,round((CASE WHEN p.factor = 0 THEN b.units * p.mod_price/b.r_rate ELSE b.value_loc*p.factor END)::numeric,2)  value_loc
    ,round((CASE WHEN p.factor = 0 THEN b.units * p.mod_price ELSE b.value_usd*p.factor END)::numeric         ,2)  value_usd
    ,0::numeric cost_loc
    ,0::numeric cost_usd
    ,b.calc_status
    ,b.flag
    ,b.order_date
    ,b.order_month
    ,b.order_season
    ,b.request_date
    ,b.request_month
    ,b.request_season
    ,b.ship_date
    ,b.ship_month
    ,b.ship_season
    ,'replace_version' "version"
    ,'replace_source'||' price'  iter
    ,log.id
    ,COALESCE(log.doc->>'tag','') "tag"
    ,log.doc->>'message' "comment"
    ,log.doc->>'type' module
FROM
    volume b
    CROSS JOIN pscale p
    CROSS JOIN log
    WHERE
        p.factor <> 0 or p.mod_price <> 0
)
, ins AS (
    INSERT INTO rlarp.osm_pool (SELECT * FROM price UNION ALL SELECT * FROM volume) RETURNING *
)
,insagg AS (
    SELECT
        ---------customer info-----------------
        bill_cust_descr
        ,billto_group
        ,ship_cust_descr
        ,shipto_group
        ,quota_rep_descr
        ,director
        ,segm
        ,substance
        ,chan
        ,chansub
        ---------product info------------------
        ,majg_descr
        ,ming_descr
        ,majs_descr
        ,mins_descr
        --,brand
        --,part_family
        ,part_group
        ,branding
        --,color
        ,part_descr
        ---------dates-------------------------
        ,order_season
        ,order_month
        ,ship_season
        ,ship_month
        ,request_season
        ,request_month
        ,promo
        ,version
        ,iter
        ,logid
        ,tag
        ,comment
        --------values-------------------------
        ,sum(value_loc) value_loc
        ,sum(value_usd) value_usd
        ,sum(cost_loc) cost_loc
        ,sum(cost_usd) cost_usd
        ,sum(units) units
    FROM
        ins
    GROUP BY
        ---------customer info-----------------
        bill_cust_descr
        ,billto_group
        ,ship_cust_descr
        ,shipto_group
        ,quota_rep_descr
        ,director
        ,segm
        ,substance
        ,chan
        ,chansub
        ---------product info------------------
        ,majg_descr
        ,ming_descr
        ,majs_descr
        ,mins_descr
        --,brand
        --,part_family
        ,part_group
        ,branding
        --,color
        ,part_descr
        ---------dates-------------------------
        ,order_season
        ,order_month
        ,ship_season
        ,ship_month
        ,request_season
        ,request_month
        ,promo
        ,version
        ,iter
        ,logid
        ,tag
        ,comment
)
SELECT json_agg(row_to_json(insagg)) x from insagg