forecast_api/offline/last_price.sql

--BEGIN;
WITH 
------------------goal price increases---------------------
incr AS (
    SELECT * FROM (VALUES
        ('110','PP','B',0.25),
        ('110','PP','T',0.25),
        ('110','PP','L',0.4),
        ('110','PP','M',0.4),
        ('110','PP','P',0.4),
        ('110','PP','C',0.4),
        ('210','PE','B',0.25),
        ('210','PE','T',0.25),
        ('210','PE','L',0.25),
        ('210','PE','M',0.25),
        ('210','PE','P',0.25),
        ('210','PE','C',0.25),
        ('310','PE','B',0.15),
        ('310','PE','T',0.25),
        ('310','PE','L',0.25),
        ('310','PE','M',0.25),
        ('310','PE','P',0.25),
        ('310','PE','C',0.25),
        ('310','PP','B',0.13),
        ('310','PP','T',0.16),
        ('310','PP','L',0.16),
        ('310','PP','M',0.16),
        ('310','PP','P',0.16),
        ('310','PP','C',0.16),
        ('310','PS','B',0.13),
        ('310','PS','T',0.16),
        ('310','PS','L',0.16),
        ('310','PS','M',0.16),
        ('310','PS','P',0.16),
        ('310','PS','C',0.16),
        ('320','PE','B',0.25),
        ('320','PE','T',0.25),
        ('320','PE','L',0.25),
        ('320','PE','M',0.25),
        ('320','PE','P',0.25),
        ('320','PE','C',0.25),
        ('320','PP','B',0.25),
        ('320','PP','T',0.25),
        ('320','PP','L',0.25),
        ('320','PP','M',0.25),
        ('320','PP','P',0.25),
        ('320','PP','C',0.25),
        ('910','PE','B',0.15),
        ('910','PE','D',0.25),
        ('910','PE','F',0.25),
        ('910','PP','B',0.15),
        ('910','PP','D',0.25),
        ('910','PP','F',0.25),
        ('910','PS','B',0.15),
        ('910','','B',0.15),
        ('910','','D',0.25),
        ('910','','F',0.25),
        ('910','','T',0.25),
        ('910','','L',0.25),
        ('910','','M',0.25),
        ('910','','P',0.25),
        ('910','','C',0.25),
        ('910','PS','D',0.25),
        ('910','PS','F',0.25),
        ('610','','B',0.02),
        ('610','','S',0.02),
        ('610','','W',0.02)
    ) x(MAJG,ASSC,COLTIER,RATE)
)
------------carve out pricing baseline data--------------------
,p AS (
    SELECT
         o.part
        ,o.styc||'.'||o.colgrp||substring(o.sizc,2,3) product
        ,o.glec
        ,o.styc
        ,o.majg
        ,i.assc
        ,o.coltier
        ,o.sizc
        ,i.suffix
        ,substring(o.chan,1,1) chgrp
        ,o.account
        ,o.shipgrp
        ,o.fb_qty units
        ,o.fb_val_loc*r_rate val_usd
        ,round(o.fb_val_loc/o.fb_qty,10) AS price
        ,o.odate
        ,o.oseas
        ,row_number() OVER (PARTITION BY o.part,o.bill_cust, o.ship_cust ORDER BY o.odate DESC) rn
    FROM
        rlarp.osm_dev o
        INNER JOIN rlarp.itemmv i ON
            i.item = o.part
    WHERE
        ---exclude R&A's
        o.fs_line = '41010'    
        ---exclude canceled orders
        AND o.calc_status <> 'CANCELED'
        ---exclude quotes
        AND o.version = 'ACTUALS'
        ---only finished goods
        AND substring(o.glec,1,1) <= '2'
        ---exclude blank parts
        AND COALESCE(o.part,'') <> ''
        ---must have a quantity
        AND o.fb_qty <> 0
        ---must have a price
        AND o.fb_val_loc <> 0
        ---must come from and order
        AND o.odate IS NOT NULL
        ---exclude samples
        AND o.bill_class <> 'SALE'
        ---only use recent history
        AND o.oseas >= 2020
    ORDER BY
         o.part
        ,o.styc
        ,o.coltier
        ,o.sizc
        ,i.suffix
        ,o.account
        ,o.shipgrp
        ,o.odate DESC
)
------------build global py asp------------------
,baseline AS (
    SELECT
        product
        ,majg
        ,assc
        ,chgrp
        ,round(sum(val_usd) FILTER (WHERE oseas = 2020)/sum(units) FILTER (WHERE oseas = 2020),5) py_gasp
    FROM
        p
    GROUP BY
        product
        ,majg
        ,assc
        ,chgrp
)
----------pivot the pricing out into columns per customer/product--------
,pivot AS (
SELECT 
     p.product
    ,p.styc
    ,p.glec
    ,p.majg
    ,p.assc
    ,p.coltier
    ,p.sizc
    ,p.suffix
    ,p.account
    ,p.shipgrp
    ,bl.py_gasp
    ,sum(units) FILTER (WHERE oseas = 2021) cy_units
    ,round(sum(val_usd) FILTER (WHERE oseas = 2020)/sum(units) FILTER (WHERE oseas = 2020),5) py_asp
    ,round(avg(price) FILTER (WHERE rn = 1),5) last_price
    ,max(odate) FILTER (WHERE rn = 1) last_order
    ,i.rate
    ,CASE WHEN sum(val_usd) FILTER (WHERE oseas = 2020) IS NULL 
        THEN CASE WHEN sum(units) FILTER (WHERE oseas = 2021) IS NULL
            THEN 'unknown'
            ELSE 'new'
            END
        ELSE CASE WHEN sum(units) FILTER (WHERE oseas = 2021) IS NULL
            THEN 'lost'
            ELSE 'repeat'
            END
    END flag
FROM 
    p
    LEFT OUTER JOIN baseline bl ON
        bl.product = p.product
        AND bl.majg = p.majg
        AND bl.assc = p.assc
        AND bl.chgrp = p.chgrp
    LEFT OUTER JOIN incr i ON
        i.majg = p.majg
        AND i.assc = p.assc
        AND i.coltier = p.coltier
        AND p.glec <> '1RE'
        
GROUP BY
     p.product
    ,p.styc
    ,p.glec
    ,p.majg
    ,p.assc
    ,p.coltier
    ,p.sizc
    ,p.suffix
    ,p.account
    ,p.shipgrp
    ,bl.py_gasp
    ,i.rate
)
----------------create the new price-----------------
,adj AS (
SELECT 
     p.product
    ,p.styc
    ,p.glec
    ,p.majg
    ,p.assc
    ,p.coltier
    ,p.sizc
    ,p.suffix
    ,p.account
    ,p.shipgrp
    ,p.py_gasp
    ,p.cy_units
    ,p.py_asp
    ,p.last_price
    ,p.last_order
    ,p.rate
    ,p.flag
    ,CASE p.flag
        ----------------------if repeat business then get to prior year + target %--------------------------------------------------------------
        WHEN 'repeat' THEN greatest(py_asp * COALESCE(1+rate,1) - last_price,0)
        WHEN 'lost' THEN greatest(py_asp * COALESCE(1+rate,1) - last_price,0)
        ----------------------if new business, move towards py_gasp + target % : lesser of py gloabl + target or last + target------------------
        WHEN 'new' THEN least(last_price * COALESCE(1+rate,1) - last_price,greatest(py_gasp * COALESCE(1+rate,1) - last_price,0))
    END price_increment
FROM 
    pivot p
)
--------------create a log entry--------------------
,log AS (
    --INSERT INTO 
    --    rlarp.osm_log(doc) 
    SELECT 
        $${
            "message":"application of last price and target increases to all forecast orders",
            "tag":"last price",
            "type":"build" 
        }$$::jsonb doc 
    --RETURNING *
)
-------------build the iteration rows----------------
,ins 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 
    ,0::numeric units
    ,ROUND(o.units * (a.price_increment/o.r_rate),2) value_loc
    ,ROUND(o.units * a.price_increment,2) value_usd
    ,0::numeric cost_loc
    ,0::numeric 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
    ,o.version
    ---this iteration has to be listed in the master template file in order to be effectively included---
    ,'upload price' iter
    ,COALESCE(log.doc->>'tag','') "tag"
    ,log.doc->>'message' "comment"
    ,log.doc->>'type' module
    -------------------------------------
    --,value_usd/units price
    --,a.py_gasp
    --,a.rate
    --,a.last_price
    --,a.price_increment
FROM
    rlarp.osm_pool o
    ,rlarp.itemmv i
    ,adj a 
    ,log
WHERE
    i.item = o.part
    AND a.product = i.stlc||'.'||i.colgrp||substring(i.sizc,2,3)
    AND a.account = o.billto_group
    AND a.shipgrp = o.shipto_group
    AND a.price_increment <> 0
    AND o.units <> 0
    ---only apply to 2022 orders----
    AND o.order_date >= '2021-06-01'
)
-----------aggregate the impact------------
SELECT
    order_season
    ,sum(value_usd) val_usd
FROM
    ins
GROUP BY
    order_season;

--COMMIT;