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work on making sales adjustments

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Paul Trowbridge 2021-06-25 09:36:35 -04:00
parent 3e11a3305c
commit 11f6ae2e42
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260
build/move_sales/segment_basis.sql Normal file
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WITH
targ AS (
SELECT * FROM (VALUES
('Pierre','Nursery','HYDROFARM',267888.16),
('Pierre','Nursery','ALTMAN PLANTS',71626.22),
('Pierre','Nursery','RS GROWERS SUPPLY',17154.0599999999),
('Pierre','Nursery','MID-AMERICAN GROWERS',51663.75),
('Pierre','Nursery','KAWAHARA NURSERY',48859.2),
('Baggetta','Nursery','PACIFIC NURSERY POTS',194412.359999999),
('Baggetta','Nursery','FARRAND',171375.300000001),
('Baggetta','Nursery','ALPHA FOLIAGE',59200.45),
('Baggetta','Nursery','HOLMBERG FARMS INC',52911.6),
('Baggetta','Nursery','MATSUDAS BY GREEN ACRES LLC',46723.47),
('Baggetta','Nursery','GREENLEAF NURSERY CO',24829.2),
('Baggetta','Nursery','GREENHOUSE MEGASTORE',22552.0399999999),
('Baggetta','Nursery','HICKORY HILL NURSERY',11072.7),
('Baggetta','Nursery','BRANTLEY NURSERIES',9762.47999999998),
('Baggetta','Nursery','DALLAS JOHNSON GREENHOUSE',8229.6),
('Baggetta','Nursery','BAMA GREEN',1165.5),
('Vander Deen','Greenhouse','HJS WHOLESALE LTD',310027.34),
('Vander Deen','Greenhouse','DEGOEYS NURSERY FLOWERS',26858.558706),
('Vander Deen','Greenhouse','DEVRY GREENHOUSES',10713.15),
('Vander Deen','Greenhouse','BIOFLORAL INC',9192.59000000001),
('Baggetta','Greenhouse','COSTA',600234.409999999),
('Baggetta','Greenhouse','SPARETIME SUPPLY',37966.8499999999),
('Baggetta','Greenhouse','ALPHA FOLIAGE',32183.66),
('Baggetta','Greenhouse','CASSCO',24248.74)
) x(director,glec,account,amount)
)
,sdate AS (
SELECT
targ.director
,targ.glec
,targ.account
,targ.amount
,p.order_season
,p.order_date
,p.ship_date
,p.ship_season
,p.part
,sum(p.value_usd) value_usd
FROM
rlarp.osm_pool p
INNER JOIN targ ON
p.billto_group = targ.account
AND p.segm = targ.glec
AND p.director = targ.director
WHERE
--order_season = 2021
ship_season = 2021
GROUP BY
targ.director
,targ.glec
,targ.account
,targ.amount
,p.order_season
,p.order_date
,p.ship_date
,p.ship_season
,p.part
)
,rev AS (
SELECT
director
,glec
,account
,amount
,order_season
,order_date
,part
,ship_date
,ship_season
,(ship_date + INTERVAL '1 year')::date rev_date
,gld.ssyr
,gld.fspr
,value_usd
,sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) agg
,row_number() OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC) rn
,CASE WHEN sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) >= amount THEN true ELSE false END flag
FROM
sdate
LEFT OUTER JOIN rlarp.gld gld ON
gld.drange @> (ship_date + INTERVAL '1 year')::date
ORDER BY
director
,glec
,account
,order_season
,amount
,ship_date DESC
)
,rnk AS (
SELECT
director,glec ,account
,min(rn) FILTER (WHERE flag = true) mflag
FROM
rev
GROUP BY
director,glec ,account ,account
)
,rejoin AS (
SELECT
rev.*
,rnk.mflag
,account || ' - '||to_char(amount,'FM999,999') goal
,rev.rn <= rnk.mflag AS include
FROM
rnk
NATURAL JOIN rev
)
--SELECT * FROM rejoin
,logl AS (
INSERT INTO
rlarp.osm_log(doc)
SELECT
jsonb_build_object(
'stamp',current_timestamp
,'user','Trowbridge, Paul'
,'source','script'
,'tag','smooth sales'
,'message','need to carry more orders to reflect what happened in 2020'
,'type','smooth sales'
,'version','b21'
) doc RETURNING *
)
,remove AS (
SELECT
p.fspr
,p.plnt
,p.promo
,p.terms
,p.bill_cust_descr
,p.ship_cust_descr
,p.dsm
,p.quota_rep_descr
,p.director
,p.billto_group
,p.shipto_group
,p.chan
,p.chansub
,p.chan_retail
,p.part
,p.part_descr
,p.part_group
,p.branding
,p.majg_descr
,p.ming_descr
,p.majs_descr
,p.mins_descr
,p.segm
,p.substance
,p.fs_line
,p.r_currency
,p.r_rate
,p.c_currency
,p.c_rate
,-p.units units
,-p.value_loc value_loc
,-p.value_usd value_usd
,-p.cost_loc cost_loc
,-p.cost_usd cost_usd
,p.calc_status
,p.flag
,p.order_date
,p.order_month
,p.order_season
,p.request_date
,p.request_month
,p.request_season
,p.ship_date
,p.ship_month
,p.ship_season
,'b21' AS version
,'adj timing' iter
,logl.id logid
,logl.doc->>'tag' tag
,logl.doc->>'message' "comment"
,logl.doc->>'type' module
FROM
rlarp.osm_pool p
INNER JOIN rejoin r ON
r.account = p.billto_group
AND r.director = p.director
AND r.glec = p.segm
AND r.order_date = p.order_date
AND r.ship_date = p.ship_date
AND r.part = p.part
CROSS JOIN logl
WHERE
r.include
)
,repl AS (
SELECT
gld.fspr
,p.plnt
,p.promo
,p.terms
,p.bill_cust_descr
,p.ship_cust_descr
,p.dsm
,p.quota_rep_descr
,p.director
,p.billto_group
,p.shipto_group
,p.chan
,p.chansub
,p.chan_retail
,p.part
,p.part_descr
,p.part_group
,p.branding
,p.majg_descr
,p.ming_descr
,p.majs_descr
,p.mins_descr
,p.segm
,p.substance
,p.fs_line
,p.r_currency
,p.r_rate
,p.c_currency
,p.c_rate
,p.units units
,p.value_loc value_loc
,p.value_usd value_usd
,p.cost_loc cost_loc
,p.cost_usd cost_usd
,p.calc_status
,p.flag
,p.order_date
,p.order_month
,p.order_season
,p.request_date
,p.request_month
,p.request_season
,p.ship_date + INTERVAL '1 year'
,gld.sspr || ' - ' || to_char(p.ship_date,'Mon') ship_month
,gld.ssyr ship_season
,'b21' AS version
,'adj timing' iter
,logl.id logid
,logl.doc->>'tag' tag
,logl.doc->>'message' "comment"
,logl.doc->>'type' module
FROM
rlarp.osm_pool p
INNER JOIN rejoin r ON
r.account = p.billto_group
AND r.director = p.director
AND r.glec = p.segm
AND r.order_date = p.order_date
AND r.ship_date = p.ship_date
AND r.part = p.part
CROSS JOIN logl
LEFT OUTER JOIN rlarp.gld gld ON
gld.drange @> (p.ship_date + INTERVAL '1 year')::date
WHERE
r.include
)
INSERT INTO rlarp.osm_pool SELECT * FROM remove UNION ALL SELECT * FROM repl;

208
offline/scale_salesmargin.sql Normal file
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--BEGIN;
WITH
--------for this script the req values are just the increment---------
req AS (
SELECT
-1000000 value_d
,-582302 cost_d
)
---------collapse iterations--------------------------------------
,collapse AS (
SELECT
o.fspr
,o.plnt
,o.promo
,o.terms
,o.bill_cust_descr
,o.ship_cust_descr
,o.dsm
,o.quota_rep_descr
,o.director
,o.billto_group
,o.shipto_group
,o.chan
,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
,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.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
WHERE
o.segm = 'Greenhouse'
AND o.ship_season = '2022'
AND o.ship_month = '08 - Jan'
AND o.order_month = '08 - Jan'
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
,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
)
------------------cost/units adjustment percent------------------
,adj_c AS (
SELECT
(SELECT cost_d FROM req) adj_d
,(SELECT cost_d FROM req)/SUM(o.cost_usd) adj_p
FROM
collapse o
)
-----------------sales value adjustment percent-----------------
,adj_v AS (
SELECT
(SELECT value_d FROM req) adj_d
,(SELECT value_d FROM req)/SUM(o.value_usd) adj_p
FROM
collapse o
)
--SELECT * from adj;
----------------create a log entry--------------------
,log AS (
INSERT INTO
rlarp.osm_log(doc)
SELECT
$${
"message":"sales smooth",
"tag":"sales smooth",
"type":"build"
}$$::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
--,o.units
,units *adj_c.adj_p units
,value_loc *adj_v.adj_p value_loc
,value_usd *adj_v.adj_p value_usd
,cost_loc *adj_c.adj_p cost_loc
,cost_usd *adj_c.adj_p 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
---this iteration has to be listed in the master template file in order to be effectively included---
,'b22' AS version
,'upload volume' 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
,log
,adj_c
,adj_v
)
--SELECT *, SUM(VALUE_USD) OVER() FROM (SELECT order_season, order_month, sum(value_usd) value_usd from ins group by order_season, order_month) as x;
INSERT INTO rlarp.osm_pool SELECT * FROM ins;
--SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
-----------aggregate the impact------------
--COMMIT;