forecast_api/build/build_pullforward.sql

/*
you have to be able to isolate the original plan in order for this to work
if you start with a clean 1+11 its not going to work
this script targets the 'plan' iteration and the 'diff' iteration
if plan orders have already been 'diffed' no need to build an additional diff
will have to be side-by-side roll-up of these two iterations
*/


--BEGIN;
--\timing
--CREATE TABLE IF NOT EXISTS rlarp.osmf_stage AS (SELECT * FROM rlarp.osmf_dev) WITH no data;
--will not match actuals exactly due to short-ships


WITH
---these dates will have to be syncronized with the forecast build-----------
tdr AS (
    SELECT
        -----------actuals into baseline-------------------------------------
         DATERANGE('2020-06-01','2021-07-12','[]') arange
        -----------plan into baseline----------------------------------------
        ,DATERANGE('2021-06-01','2022-06-01','[)') prange
)
,booked AS materialized(
    SELECT
        billto_group
        ,shipto_group
        ,part_group
        ,sum(units) units
    FROM
        rlarp.osm_pool
    WHERE
        --find actual orders in the overlap range (where orders fall in both target ranges)
        order_date <@ (SELECT arange FROM tdr)
        AND order_date <@ (SELECT prange FROM tdr)
        --anything that falls in this range is supposed to already match actuals, so no need to filter for actuals
    GROUP BY
        billto_group
        ,shipto_group
        ,part_group
)
,planned AS (
    SELECT
         p.billto_group
        ,p.shipto_group
        ,p.part_group
        ,p.order_date
        ,p.ship_date
        ,sum(p.units) FILTER (WHERE iter = 'plan') plan_units
        ,sum(p.units) FILTER (WHERE iter = 'diff') diff_units
        ,b.units booked
    FROM
        rlarp.osm_pool p
        INNER JOIN booked b ON
            b.billto_group  = p.billto_group AND
            b.shipto_group  = p.shipto_group AND 
            b.part_group    = p.part_group
    WHERE
        --need to be able to isolate the original budget
        --budget orders have already been trued up to match actual, so should not be included in the this isolation
        --find actual orders in the overlap range (where orders fall in both target ranges)
        p.order_date <@ (SELECT prange FROM tdr)
        AND p.iter IN ('plan','diff')
    GROUP BY
         p.billto_group
        ,p.shipto_group
        ,p.part_group
        ,p.order_date
        ,p.ship_date
        ,b.units
)
,plan_ranked AS (
    SELECT
         p.billto_group
        ,p.shipto_group
        ,p.part_group
        ,p.order_date
        ,p.ship_date
        ,p.plan_units
        ,SUM(p.plan_units) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date) plan_units_agg
        ,p.diff_units
        ,SUM(p.diff_units) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date) diff_units_agg
        ,p.booked
    FROM
        planned p
        
)
SELECT * FROM plan_ranked LIMIT 1000;

--ROLLBACK;