revert back to old dates on rolling and start working on pull-forward removal

build/build_pullforward.sql

@@ -0,0 +1,91 @@
+/*
+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;

build/build_rolling.sql

@@ -16,9 +16,9 @@ DROP TABLE IF EXISTS tdr;
 CREATE TEMP TABLE tdr AS (
     SELECT
         -----------actuals into baseline-------------------------------------
-         DATERANGE('2020-06-01','2021-07-07','[]') arange
+         DATERANGE('2020-06-01','2021-07-12','[]') arange
         -----------plan into baseline----------------------------------------
-        ,DATERANGE('2020-06-01','2022-06-01','[)') prange
+        ,DATERANGE('2021-06-01','2022-06-01','[)') prange
         -----------forecast into baseline------------------------------------
         ,DATERANGE('2022-06-01','2022-06-01','[)') frange   -- this range effectively excludes
         -----------baseline selection for increment--------------------------