pt/forecast_api
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add notes and create an adjustment based on a percentage for lines where not all is pullforward

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This commit is contained in:
Paul Trowbridge 2021-08-02 15:46:43 -04:00
parent fc8f9592b8
commit 752aeffa06
1 changed files with 22 additions and 8 deletions
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30
build/build_pullforward.sql
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@ -42,6 +42,8 @@ tdr AS (
,shipto_group ,shipto_group
,part_group ,part_group
) )
--SELECT * FROM booked
------------plan units according to the 'plan' iteration of the current forecast----------------------------
,planned AS ( ,planned AS (
SELECT SELECT
p.billto_group p.billto_group
@ -72,6 +74,8 @@ tdr AS (
,p.ship_date ,p.ship_date
,b.units ,b.units
) )
--SELECT * FROM planned LIMIT 100
-------flag rows by preparing a rolling total in this step------------------
,plan_ranked AS ( ,plan_ranked AS (
SELECT SELECT
p.billto_group p.billto_group
@ -89,7 +93,8 @@ tdr AS (
FROM FROM
planned p planned p
) )
---flag any rows where --SELECT * FROM plan_ranked
---flag future budget where up to the extent that actuals are larger than budget, but not more------
,eval AS ( ,eval AS (
SELECT SELECT
p.billto_group p.billto_group
@ -104,12 +109,20 @@ tdr AS (
,p.net_units_tot ,p.net_units_tot
,p.net_units ,p.net_units
--,p.booked --,p.booked
,plan_rolling <= (p.net_units_tot - p.plan_units_tot + plan_units) flag -----total current units less plan total units is the excess
-----if the current row contributes to the excess, flag it
-----the last row will likely pull out too much, it will need split probably
,(plan_rolling - plan_units) <= (p.net_units_tot - p.plan_units_tot) flag
,-(p.net_units_tot - p.plan_units_tot) max_possible_reduction
,-CASE
WHEN plan_rolling <= (p.net_units_tot - p.plan_units_tot) THEN plan_units
WHEN plan_rolling > (p.net_units_tot - p.plan_units_tot) AND (plan_rolling - plan_units) <= (p.net_units_tot - p.plan_units_tot) THEN (p.net_units_tot - p.plan_units_tot) - (plan_rolling - plan_units)
END qty
--,CASE WHEN (p.plan_units_agg - p.plan_units) > p.booked AND p.plan_units_agg <= p.booked * 2 THEN true ELSE false END remove --,CASE WHEN (p.plan_units_agg - p.plan_units) > p.booked AND p.plan_units_agg <= p.booked * 2 THEN true ELSE false END remove
FROM FROM
plan_ranked p plan_ranked p
) )
--select * from eval limit 10000 --SELECT * FROM eval LIMIT 10000
----------------create a log entry-------------------- ----------------create a log entry--------------------
,log AS ( ,log AS (
INSERT INTO INSERT INTO
@ -153,11 +166,12 @@ tdr AS (
,o.r_rate ,o.r_rate
,o.c_currency ,o.c_currency
,o.c_rate ,o.c_rate
,round(-sum(o.units ),2) units -----only keep the percentage of the current row determined by the last step--------
,round(-sum(o.value_loc),2) value_loc ,round(-sum(o.units ),2)*(-e.qty/e.plan_units) units
,round(-sum(o.value_usd),2) value_usd ,round(-sum(o.value_loc),2)*(-e.qty/e.plan_units) value_loc
,round(-sum(o.cost_loc ),2) cost_loc ,round(-sum(o.value_usd),2)*(-e.qty/e.plan_units) value_usd
,round(-sum(o.cost_usd ),2) cost_usd ,round(-sum(o.cost_loc ),2)*(-e.qty/e.plan_units) cost_loc
,round(-sum(o.cost_usd ),2)*(-e.qty/e.plan_units) cost_usd
,o.calc_status ,o.calc_status
,o.flag ,o.flag
,o.order_date ,o.order_date