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,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 ~ 'ACOSTA'
------------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.colgrp
    ,p.coltier
    ,p.sizc
    ,p.suffix
    ,p.chgrp
    ,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
    ,CASE p.chgrp
        WHEN 'D' THEN i.rate
        ELSE CASE p.majg
                WHEN '610' THEN .02
                ElSE CASE p.colgrp 
                        WHEN 'B' THEN .1 
                        WHEN 'C' THEN .15
                        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
)
----------------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 10000
--------------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
    ,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 IN ('actuals','copy','actuals_plug')
)
-----------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;
INSERT INTO
    rlarp.osm_pool
SELECT * FROM ins;

COMMIT;