forecast_api/offline/force_price_goals.sql

--BEGIN;

WITH
------------------goal price increases---------------------
incr AS (
    SELECT * FROM (VALUES
        ('110','PP','B',0.35),
        ('110','PP','T',0.35),
        ('110','PP','L',0.45),
        ('110','PP','M',0.45),
        ('110','PP','P',0.45),
        ('110','PP','C',0.45),
        ('210','PE','B',0.40),
        ('210','PE','T',0.40),
        ('210','PE','L',0.40),
        ('210','PE','M',0.40),
        ('210','PE','P',0.40),
        ('210','PE','C',0.40),
        ('310','PE','B',0.30),
        ('310','PE','T',0.35),
        ('310','PE','L',0.35),
        ('310','PE','M',0.35),
        ('310','PE','P',0.35),
        ('310','PE','C',0.35),
        ('310','PP','B',0.30),
        ('310','PP','T',0.30),
        ('310','PP','L',0.30),
        ('310','PP','M',0.30),
        ('310','PP','P',0.30),
        ('310','PP','C',0.30),
        ('310','PS','B',0.30),
        ('310','PS','T',0.30),
        ('310','PS','L',0.30),
        ('310','PS','M',0.30),
        ('310','PS','P',0.30),
        ('310','PS','C',0.30),
        ('320','PE','B',0.30),
        ('320','PE','T',0.30),
        ('320','PE','L',0.30),
        ('320','PE','M',0.30),
        ('320','PE','P',0.30),
        ('320','PE','C',0.30),
        ('320','PP','B',0.30),
        ('320','PP','T',0.30),
        ('320','PP','L',0.30),
        ('320','PP','M',0.30),
        ('320','PP','P',0.30),
        ('320','PP','C',0.30),
        ('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),
        ('910',  '','B',0.25),
        ('910',  '','T',0.25),
        ('910',  '','L',0.25),
        ('910',  '','M',0.25),
        ('910',  '','P',0.25),
        ('910',  '','D',0.25),
        ('910',  '','F',0.25),
        ('910',  '','C',0.25),
        ('610',  '','B',0.02),
        ('610',  '','S',0.02),
        ('610',  '','W',0.02)
    ) x(MAJG,ASSC,COLTIER,RATE)
)
,chx AS (
    SELECT * FROM ( VALUES
        ('DIRECT','DIR','Direct'),
        ('DISTRIB DROP SHIP','DRP','Drop'),
        ('DISTRIBUTOR','WHS','Warehouse')
    ) x(xchan, chan, tchan)
)
,ds AS (
    SELECT * FROM ( VALUES
        ('B','X','BASE','Base',''),
        ('B','L','BASE LABELED','Base','L'),
        ('B','P','BASE PRINTED','Base','P'),
        ('C','X','COLOR','Color',''),
        ('C','L','COLOR LABELED','Color','L'),
        ('C','P','COLOR PRINTED','Color','P')
    ) x(colgrp, brand, dataseg, tcol, tbrand)
)
---customer dba assigned price levels---------
,dbap AS (
    SELECT
        dba
        ,jsonb_agg(DISTINCT plevel) plev
        ,jsonb_agg(DISTINCT plcd) plist
    FROM
        rlarp.cust c
        INNER JOIN rlarp.sachdef sd ON
            sd.plev = c.plevel
            AND '2020-05-31' between sd.fdate AND sd.tdate
    WHERE
        pricing <> ''
        AND dba <> ''
    GROUP BY
        dba
)
----customer dba price list pricing------
,plist AS (
    SELECT
         dbap.dba
        ,dbap.plev
        ,dbap.plist
        ,jcplcd
        ,jcpart
        ,jcunit
        --,jcvoll
        -----just use the lowest volume price for the part-----
        ,min(jcpric) jcpric
    FROM
        dbap
        INNER JOIN lgdat.iprcc cc ON
            dbap.plist ? cc.jcplcd
    WHERE
        jcunit = 'M'
    GROUP BY
         dbap.dba
        ,dbap.plev
        ,dbap.plist
        ,jcplcd
        ,jcpart
        ,jcunit
)
------------carve out pricing baseline data--------------------
,p AS (
    SELECT
         o.part
        ,o.styc||'.'||o.coltier||substring(o.sizc,1,3) productt
        ,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.chan
        ,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 "CMS.CUSLG".itemm 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 ~ 'AMA P' and product = 'AMK06000.CBXX' 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
        ,round(sum(val_usd) FILTER (WHERE oseas = 2021)/sum(units) FILTER (WHERE oseas = 2021),5) cy_gasp
    FROM
        p
    GROUP BY
        product
        ,majg
        ,assc
        ,chgrp
)
--SELECT * FROM baseline WHERE product = 'AMK06000.CBXX'
----------calculate pricing as it sits in the forecast--------------
,poolprice AS (
SELECT
    i.stlc||'.'||i.coltier||substring(i.sizc,1,3) productt
    ,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
    ,"CMS.CUSLG".itemm 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.coltier||substring(i.sizc,1,3)
    ,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.productt
    ,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
    ,jsonb_agg(DISTINCT part) item
    ,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(sum(val_usd) FILTER (WHERE oseas = 2021)/sum(units) FILTER (WHERE oseas = 2021),5) cy_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 .20
                        WHEN 'C' THEN .25
                        ELSE 1
                     END
             END
    END rate
    ,ms.avg_price target
    ----------------potential price list increase of 5% across board-----
    ,JSONB_AGG(DISTINCT (plist.jcpric*1.05)/1000) jcprice
    --,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'
    -----convert to target price channels---------
    LEFT OUTER JOIN chx ON
        chx.chan = p.chan
    -----convert to target price product level----
    LEFT OUTER JOIN ds ON
        ds.colgrp = p.colgrp
        AND ds.brand = substring(p.sizc,3,1)
    LEFT OUTER JOIN pricequote.market_setavgprice ms ON
        ms.mold = substring(p.product,1,8)
        AND ms.chan = chx.xchan
        AND ms.data_segment = ds.dataseg
        AND ms.season = '2021'
        AND ms.region = 'ALL'
    LEFT OUTER JOIN plist ON
        plist.dba = p.account
        AND plist.jcpart = p.part
GROUP BY
     p.productt
    ,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
    ,ms.avg_price
    ,i.rate
)
--,test_unique AS (
--SELECT
--    p.*
--    ,count(*) OVER (partition by productt, majg, chgrp, account, shipgrp) cnt
--FROM
--   pivot p
--)
--SELECT * FROM test_unique where cnt > 1
----------------create a log entry--------------------
--,log AS (
--    INSERT INTO
--           rlarp.osm_log(doc)
--    SELECT
--        $${
--            "message":"application of last price and target increases to all forecast orders",
--            "tag":"last price r1",
--            "type":"build"
--        }$$::jsonb doc
--    RETURNING *
--)
---------collapse iterations-----------------------
,collapse 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
        ,i.stlc||'.'||i.coltier||substring(i.sizc,1,3) productt
        ,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(o.units)                      units
        ,SUM(o.value_loc)                  value_loc
        ,SUM(o.value_usd)                  value_usd
        -----exclude any prior pricing adjustments from the "current" price in the forecast------
        ,SUM(o.value_loc) FILTER (WHERE iter <> 'upload price')/SUM(o.units) FILTER (WHERE iter <> 'upload price')    price_loc
        ,SUM(o.cost_loc)                   cost_loc
        ,SUM(o.cost_usd)                   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
    FROM
        rlarp.osm_pool o
        --need to join to itemm to get the product from osm_pool
        ,"CMS.CUSLG".itemm i
    WHERE
        i.item = o.part
    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
        ,i.stlc||'.'||i.coltier||substring(i.sizc,1,3)
        ,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      --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
    HAVING
        sum(o.units) <> 0
)
-------------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
    --,o.units
    ,0::numeric units
    ,greatest(
        round(least(
            ----cap pricing at global ASP or target---
            least(
                COALESCE(a.py_asp,o.price_loc),
                COALESCE(a.py_gasp,a.target)
            ) * (1 + a.rate),
            (a.jcprice->>0)::numeric
        )*o.units - o.value_loc,2)
    ,0) AS value_loc
    ,greatest(
        round((least(
            least(
                -----price loc needs to be prior to any other pricing adjustments-----
                COALESCE(a.py_asp,o.price_loc),
                COALESCE(a.py_gasp,a.target)
            ) * (1 + a.rate),
            (a.jcprice->>0)::numeric
        )*o.units - o.value_loc) * r_rate,2)
    ,0) AS value_usd
    ----debug---
    ,a.py_asp
    ,a.py_gasp
    ,a.last_price
    ,o.price_loc
    ,a.target
    ,a.jcprice
    ,a.rate
    ,least(
        least(
            COALESCE(a.py_asp,o.price_loc),
            COALESCE(a.py_gasp,a.target)
        ) * (1 + a.rate),
        (a.jcprice->>0)::numeric
    ) AS rev_price
    ,o.units qorig
    ,o.value_loc vl_orig
    ,o.value_usd vu_orig
    -----------
    ,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---
    ,'b22' AS version
    ,'upload price' iter
    --,log.id
    --,COALESCE(log.doc->>'tag','') "tag"
    --,log.doc->>'message' "comment"
    --,log.doc->>'type' module
FROM
    collapse o
    --need to join to itemm to get the product from osm_pool
    --,fcp a
    ,pivot a
    --,log
WHERE
    --    a.productt = o.productt
    --AND a.quota_rep_descr = o.quota_rep_descr
    --AND a.majg = SUBSTRING(o.majg_descr,1,3)
    --AND a.billto_group = o.billto_group
    --AND a.shipto_group = o.shipto_group
    --AND a.chgrp = substring(o.chan,1,1)
    ---only apply to 2022 orders----
    ---join p
        a.productt               = o.productt
    AND a.majg                   = SUBSTRING(o.majg_descr,1,3)
    AND a.chgrp                  = substring(o.chan,1,1)
    AND a.account                = o.billto_group
    AND a.shipgrp                = o.shipto_group
    AND o.order_date >= '2021-06-01'
    AND o.segm <> 'Retail'
    AND o.dsm = 'PW'
)
--SELECT order_season, order_month, sum(value_usd) from ins group by order_season, order_month;
--INSERT INTO rlarp.osm_pool SELECT * FROM ins;
SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
-----------aggregate the impact------------

--COMMIT;