forecast_api/offline/last_price.sql

--BEGIN;

WITH 
------------------goal price increases---------------------
incr AS (
    SELECT * FROM (VALUES
        ('110','PP','B',0.3),
        ('110','PP','T',0.3),
        ('110','PP','L',0.4),
        ('110','PP','M',0.4),
        ('110','PP','P',0.4),
        ('110','PP','C',0.4),
        ('210','PE','B',0.3),
        ('210','PE','T',0.3),
        ('210','PE','L',0.3),
        ('210','PE','M',0.3),
        ('210','PE','P',0.3),
        ('210','PE','C',0.3),
        ('310','PE','B',0.25),
        ('310','PE','T',0.3),
        ('310','PE','L',0.3),
        ('310','PE','M',0.3),
        ('310','PE','P',0.3),
        ('310','PE','C',0.3),
        ('310','PP','B',0.25),
        ('310','PP','T',0.25),
        ('310','PP','L',0.25),
        ('310','PP','M',0.25),
        ('310','PP','P',0.25),
        ('310','PP','C',0.25),
        ('310','PS','B',0.25),
        ('310','PS','T',0.25),
        ('310','PS','L',0.25),
        ('310','PS','M',0.25),
        ('310','PS','P',0.25),
        ('310','PS','C',0.25),
        ('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',0.25),
        ('910','PE','D',0.25),
        ('910','PE','F',0.25),
        ('910','PP','B',0.25),
        ('910','PP','D',0.25),
        ('910','PP','F',0.25),
        ('910','PS','B',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,1,3) product
        ,o.glec
        ,o.styc
        ,o.majg
        ,i.assc
        ,o.coltier
        ,o.colgrp
        ,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.styc||'.'||o.colgrp||substring(o.sizc,1,3),o.account, o.shipgrp 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
        ---only for direct and drop
        --AND o.chan IN ('DIR','DRP')
    ORDER BY
         o.part
        ,o.styc
        ,o.coltier
        ,o.sizc
        ,i.suffix
        ,o.account
        ,o.shipgrp
        ,o.odate DESC
)
SELECT * FROM p WHERE account ~ 'AMERICAN HORT' and product = 'AZA06000.CBXX' and chgrp = 'W' order by rn ASC

------------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
)
SELECT 
     p.product
    --,p.styc
    --,p.glec
    ,p.majg
    ,p.assc
    ,p.colgrp
    --,p.coltier
    --,p.sizc
    --,p.suffix
    ,p.chgrp
    ,p.account
    ,p.shipgrp
    --,bl.py_gasp
    ,sum(units) FILTER (WHERE oseas = 2020) py_units
    ,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 incr_rate
    ,CASE p.chgrp
        WHEN 'D' THEN .5
        ELSE CASE p.majg
                WHEN '610' THEN .02
                ElSE CASE p.colgrp 
                        WHEN 'B' THEN .15
                        WHEN 'C' THEN .20
                        ELSE 1
                     END
             END
    END 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'
WHERE 
    p.account ~ 'AMERICAN HORT' and p.product = 'AZA06000.CBXX' and p.chgrp = 'W'
GROUP BY
     p.product
    --,p.styc
    --,p.glec
    ,p.majg
    ,p.assc
    --,p.coltier
    ,p.colgrp
    --,p.sizc
    --,p.suffix
    ,p.chgrp
    ,p.account
    ,p.shipgrp
    --,bl.py_gasp
    ,i.rate



----------calculate pricing as it sits in the forecast--------------
,poolprice AS (
SELECT
    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3) product
    ,o.quota_rep_descr
    ,substring(majg,1,3) majg
    ,substring(chan,1,1) chgrp
    ,o.billto_group
    ,o.shipto_group
    ,order_season
    ,round(sum(units)                   ,2) fc_units
    --,round(sum(value_loc)               ,2) valloc
    --,round(sum(value_usd)               ,2) valusd
    ,round(sum(o.value_loc)/sum(o.units),5) fc_price
    ,jsonb_agg(DISTINCT iter) iters
FROM
    rlarp.osm_pool o
    ,rlarp.itemmv i
WHERE
    i.item = o.part
    --AND o.units <> 0
    ---only apply to 2022 orders----
    AND o.order_date >= '2021-06-01'
    --only include baseline stuff---
    AND segm <> 'Retail'
GROUP BY
    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3)
    ,o.quota_rep_descr
    ,substring(majg,1,3)
    ,substring(chan,1,1)
    ,o.billto_group
    ,o.shipto_group
    ,order_season
    --AND iter <> 'upload price'
HAVING
    sum(o.units) <> 0
)
----------pivot the pricing out into columns per customer/product--------
,pivot AS (
SELECT 
     p.product
    --,p.styc
    --,p.glec
    ,p.majg
    ,p.assc
    ,p.colgrp
    --,p.coltier
    --,p.sizc
    --,p.suffix
    ,p.chgrp
    ,p.account
    ,p.shipgrp
    ,bl.py_gasp
    ,sum(units) FILTER (WHERE oseas = 2020) py_units
    ,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
    ,CASE p.chgrp
        WHEN 'D' THEN i.rate
        ELSE CASE p.majg
                WHEN '610' THEN .02
                ElSE CASE p.colgrp 
                        WHEN 'B' THEN .15
                        WHEN 'C' THEN .20
                        ELSE 1
                     END
             END
    END 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.colgrp
    --,p.sizc
    --,p.suffix
    ,p.chgrp
    ,p.account
    ,p.shipgrp
    ,bl.py_gasp
    ,i.rate
)
,test_unique AS (
SELECT
    p.*
    ,count(*) OVER (partition by product, chgrp, account, shipgrp) cnt
FROM
   pivot p
)
SELECT * FROM test_unique where cnt > 1
--------------join forecast price-------------------
--,fcp AS (
--    SELECT
--         pp.product
--        ,pp.quota_rep_descr
--        ,pp.order_season
--        ,pp.billto_group
--        ,pp.shipto_group
--        ,p.py_gasp
--        ,p.cy_units
--        ,p.py_asp
--        ,p.last_price
--        ,p.last_order
--        ,p.rate
--        ,p.flag
--        ,pp.fc_units
--        ,pp.fc_price
--        ,pp.iters
--    FROM    
--        poolprice pp
--        LEFT OUTER JOIN pivot p ON
--                pp.product                = p.product
--            AND pp.billto_group           = p.account
--            AND pp.shipto_group           = p.shipgrp
--)
--SELECT * FROM fcp limit 100
----------------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
--)
--SELECT * FROM adj LIMIT 1000
----------------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 *
--)
--,poolprice AS (
--SELECT
--    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3) product
--    ,o.quota_rep_descr
--    ,o.billto_group
--    ,o.shipto_group
--    ,order_season
--    ,sum(units) units
--    ,sum(value_loc) valloc
--    ,sum(value_usd) valusd
--    ,sum(o.value_loc)/sum(o.units) price
--    ,jsonb_agg(DISTINCT iter) iters
--FROM
--    rlarp.osm_pool o
--    ,rlarp.itemmv i
--WHERE
--    i.item = o.part
--    --AND o.units <> 0
--    ---only apply to 2022 orders----
--    AND o.order_date >= '2021-06-01'
--    --only include baseline stuff---
--    AND segm <> 'Retail'
--GROUP BY
--    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3)
--    ,o.quota_rep_descr
--    ,o.billto_group
--    ,o.shipto_group
--    ,order_season
--    --AND iter <> 'upload price'
--)
--, pooladj AS (
--    SELECT
--        p.product
--       ,p.quota_rep_descr
--       ,p.billto_group
--       ,p.shipto_group
--       ,p.price
--       ,a.py_gasp
--       ,a.rate
--       ,a.last_price
--       ,a.price_increment
--    FROM
--        poolprice p
--        ,adj a
--    WHERE
--        a.product = p.product
--        AND a.account = p.billto_group
--        AND a.shipgrp = p.shipto_group
--)
--SELECT * FROM pooladj WHERE product ~ 'STG06000' AND shipto_group = 'BWI' limit 100
----SELECT * FROM poolprice WHERE product ~ 'TCA06600' AND shipto_group = 'BWI' AND quota_rep_descr = 'BRYAN HILL' LIMIT 1000
---------------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
----    ,log.id
----    ,COALESCE(log.doc->>'tag','') "tag"
----    ,log.doc->>'message' "comment"
----    ,log.doc->>'type' module
----    -----------debug columns---------
----    --,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,1,3)
----    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'
----    --only include baseline stuff---
----    AND iter <> 'upload price'
----)
---------------aggregate the impact------------
------SELECT * FROM ins limit 10000
------SELECT
------    order_season
------    ,sum(value_loc) val_loc
------    ,sum(value_usd) val_usd
------FROM
------    ins
------GROUP BY
------    order_season;
----,del AS (
----    DELETE FROM rlarp.osm_pool WHERE iter = 'upload price' RETURNING *
----)
----INSERT INTO
----    rlarp.osm_pool
----SELECT * FROM ins;
----
----COMMIT;