updates

build/build_forecast.sql

@@ -723,4 +723,5 @@ UPDATE rlarp.osmf SET iter = 'bad date' WHERE sdate < odate;
 --flag budget orders that are planned to book before the budget 
 UPDATE rlarp.osmf SET iter = 'py carryover' WHERE iter = 'copy' AND odate <= '2025-06-01';
 
---flag past due orders that are dropping out in shipments on current date
+--set new fiscal periods, may require adding dates to lgdat.gldate
+UPDATE rlarp.osmf SET fspr = g.fspr FROM rlarp.gld g ON sdate BETWEEN sdat AND edat;

offline/new_cust_profile.pg.sql

@@ -1,59 +1,200 @@
 WITH
 newc AS (
-    SELECT 
+    SELECT * FROM (VALUES
-        * 
+('Target'),
-    FROM 
+('BATTLEFIELD FARMS'),
-        (
+('BYLANDS NURSERIES'),
-            VALUES
+('BRENTANOS TREE FARM'),
-            ('JOHNSON FARMS'),
+('QUALITREE PROPAGATORS'),
-            ('QUALITREE PROPAGATORS'),
+('LINNAEA NURSERIES LTD'),
-            ('TY NURSERY INC'),
+('CI FARMS'),
-            ('CK GREENHOUSES'),
+('DESERT HORIZON NURSERY'),
-            ('DESERT HORIZON NURSERY'),
+('MEADOWLARK ORNAMENTALS LLC'),
-            ('PHELPS NURSERY'),
+('PHELPS NURSERY'),
-            ('R PLANTS'),
+('MEDFORD NURSERY INC'),
-            ('STOKLEY NURSERY'),
+('JEFFEREYS GREENHOUSES'),
-            ('ONE FLORAL'),
+('STOKLEY NURSERY'),
-            ('HUIZENGA BRO GREENHOUSE INC'),
+('STEWARTS GREENHOUSE'),
-            ('SUNRISE GREENHOUSES'),
+('A & R Spada Farms'),
-            ('HORTECH INC'),
+('HUIZENGA BRO GREENHOUSE INC'),
-            ('EDGEWOOD GREENHOUSE'),
+('HEIRLOOM ROSES'),
-            ('DGI'),
+('SUNRISE GREENHOUSES'),
-            ('DAYNABROOK GREENHOUSES'),
+('ALPHA NURSERY'),
-            ('A&W ANNUALS'),
+('BREEZY HILL NURSERY'),
-            ('ANDERSEN NURSERY'),
+('DAYNABROOK GREENHOUSES'),
-            ('BUCKHORN NURSERY'),
+('DGI'),
-            ('RAZBUTONS INC'),
+('EDGEWOOD GREENHOUSE'),
-            ('HSU''S'),
+('RAZBUTON INC'),
-            ('JANOSKI GREENHOUSE'),
+('GOLD COAST FARMS LLC'),
-            ('GROWERS SOLUTION LLC'),
+('A&W ANNUALS'),
-            ('GREEN BARN INC'),
+('MESQUITE VALLEY GROWERS'),
-            ('HONEYMOON ACRES'),
+('CAAN FLORAL CO INC'),
-            ('WALNUT GROVE NURSERY'),
+('SUNLAND NURSERY'),
-            ('PIEPER NURSERY'),
+('HSU''S'),
-            ('SUN NURSERIES'),
+('GREEN BARN INC'),
-            ('D''ADDIO FAMILY NURSERY'),
+('HONEYMOON ACRES'),
-            ('BOEKESTYN GREENHOUSES LTD'),
+('COUNTRYSIDE FLOWER SHOP NURSER'),
-            ('GORRELL BROTHERS LLC'),
+('ARNOLDS GREENHOUSES'),
-            ('EXOTIC BOTANICALS'),
+('WALNUT GROVE NURSERY'),
-            ('SPRING VALLEY NURSERY'),
+('KATOS NURSERY'),
-            ('PINE VIEW FARM'),
+('BAYVIEW GREENHOUSES'),
-            ('BROUWERS FLOWERS'),
+('AMERIGO'),
-            ('HUNTER ROAD GREENHOUSES'),
+('AVA NURSERY'),
-            ('CAPOGNA FLOWERS'),
+('SLC STORE'),
-            ('J FRANK GAUDET TREE NURSERY'),
+('BELLE INVESTMENTS'),
-            ('SALMON WHOLESALE NURSERY'),
+('SUN NURSERIES'),
-            ('ORLANDO NURSERY INC'),
+('D''ADDIO FAMILY NURSERY'),
-            ('ARIZONA EAST'),
+('GEORGE''S PLANT FARM'),
-            ('ALASKA GDN & PET SUPPLY RET'),
+('MR GREENJEANS FARM MARKET'),
-            ('TONYS GARDEN CENTER'),
+('BOEKESTYN GREENHOUSES LTD'),
-            ('SESTER FARMS INC')
+('FISHER FARMS'),
-    ) x(cust)
+('PINE VIEW FARM'),
+('GILSON FAMILY ENTERPRISE'),
+('STARLING NURSERY'),
+('A GARDEN CENTER'),
+('MCCALLS NURSERIES INC'),
+('MAHONEYS GROWING DIVISION'),
+('CAPOGNA FLOWERS'),
+('J FRANK GAUDET TREE NURSERY'),
+('NORTHWEST PLANT COMPANY'),
+('KATYDID GREENHOUSE'),
+('SHANER AVENUE NURSERY'),
+('BEAUTIFUL LAND PRODUCTS'),
+('ALASKA GDN & PET SUPPLY RET'),
+('UNITED CENTRAL ORCHIDS'),
+('WAYFAIR LLC'),
+('DAHLINGHAUS VENTURES LLC'),
+('PAYNES NURSERIES & GREENHOUSE'),
+('IMPERIAL''S GARDEN INC'),
+('TONYS GARDEN CENTER'),
+('CINDYS GREENHOUSE'),
+('DETWEILER''S FLOWERS'),
+('FERGUSON LANDSCAPE'),
+('BAYSIDE GARDEN CENTER'),
+('WATERTOWN FLORAL')
+) x(cust)
 )
 ,profile AS (
-    SELECT * FROM rlarp.osm WHERE shipgrp IN (select cust FROM newc ) AND oseas = 2019
+    SELECT * FROM rlarp.osm WHERE shipgrp IN (select cust FROM newc ) AND oseas >= 2018
 )
 ,checkc AS (
 SELECT distinct shipgrp FROM profile
 )
-SELECT cust, sum(fb_qty) FROM newc LEFT OUTER JOIN profile ON shipgrp = cust GROUP by cust
+-- SELECT cust, sum(fb_qty) FROM newc LEFT OUTER JOIN profile ON shipgrp = cust GROUP by cust
+----grouped prices-------------
+,pgrp AS (
+	SELECT
+		o.bill_dba 
+		,o.ship_dba
+		,o.part
+		,o.odate
+		,o.qtyord
+		,i.nwht * CASE WHEN i.nwun = 'KG' THEN 2.2 ELSE 1 END lbs
+		,i.mpck pltq
+		,ROUND(o.sales_usd / o.qty,5) price
+		,(o.pricing->>'guidance_price')::NUMERIC guidance
+	    ,(o.pricing->>'floor'  )::numeric(15,5) floor        
+	    ,(o.pricing->>'ceiling')::numeric(15,5) ceiling   
+	    ,(o.pricing->>'uselimits')::boolean uselimits
+	FROM
+	 	rlarp.osm_stack o
+	 	LEFT OUTER JOIN "CMS.CUSLG".itemm i ON 
+	 		i.item = o.part
+	WHERE 
+		VERSION = 'Actual' 
+		AND oseas >= 2024
+		AND calc_status <> 'CANCELED' 
+		AND o.fs_line = '41010'
+		AND o.part <> ''
+		AND substring(o.glec,1,1) <= '2'
+		AND o.qty <> 0
+	GROUP BY 
+		o.bill_dba 
+		,o.ship_dba
+		,o.part
+		,o.odate
+		,o.qtyord
+		,o.pounds
+		,o.pallets
+		,ROUND(o.sales_usd / o.qty,5)
+		,i.nwht * CASE WHEN i.nwun = 'KG' THEN 2.2 ELSE 1 END
+		,i.mpck
+		,(o.pricing->>'guidance_price')::NUMERIC
+	    ,(o.pricing->>'floor'  )::numeric(15,5)        
+	    ,(o.pricing->>'ceiling')::numeric(15,5)
+	    ,(o.pricing->>'uselimits')::boolean
+)
+----sequenced for most recent price------------
+,seq AS (
+	SELECT 
+		 bill_dba 
+		,ship_dba
+		,part
+		,odate
+		,qtyord
+		,lbs
+		,pltq
+		,price
+		,guidance
+	    ,floor        
+	    ,ceiling   
+	    ,uselimits
+	    ,row_number() OVER (PARTITION BY bill_dba, ship_dba, part ORDER BY odate desc) rn
+	    ,round(avg(price) over (PARTITION BY bill_dba, ship_dba, part),5) avgprice
+	FROM 
+		pgrp
+)
+,grp AS (
+    SELECT 
+        o.account
+        ,o.shipgrp
+        ,o.part
+        ,o.oseas
+        ,o.odate 
+        ,o.sseas
+        ,o.sdate
+        -- ,o.calc_status
+        ,ROUND(sum(fb_qty * lbs),5) lbs
+        ,ROUND(sum(fb_qty),2) qty 
+        ,ROUND(sum(fb_val_loc * r_rate),2) sales_usd
+        ,ROUND(sum(fb_cst_loc_cur * c_rate),2) cost_curstd_usd
+    FROM 
+        profile o
+    -- WHERE
+    --     iter IN ('actuals','actuals_plug','copy')
+    GROUP BY 
+        o.account
+        ,o.shipgrp
+        ,o.part
+        ,o.oseas
+        ,o.odate 
+        ,o.sseas
+        ,o.sdate
+        -- ,o.calc_status
+)
+    SELECT
+         grp.account
+        ,grp.shipgrp
+        ,grp.part
+        ,grp.oseas
+        ,grp.odate 
+        ,grp.sseas
+        ,grp.sdate
+        ,grp.lbs
+        ,grp.qty 
+        ,grp.sales_usd
+        ,grp.cost_curstd_usd
+        ,sum(grp.lbs) OVER (PARTITION BY shipgrp, oseas) shiplbs
+        ,seq.floor
+        ,seq.ceiling
+        ,seq.uselimits
+        ,seq.price 
+        ,seq.avgprice
+        ,seq.pltq
+    FROM 
+        grp
+        LEFT OUTER JOIN seq ON 
+            seq.ship_dba = grp.shipgrp
+            AND seq.bill_dba = grp.account
+            AND seq.part = grp.part
+            AND seq.rn = 1