notes on old update prior year baseline approach

build/merge_actuals_exec.sql

@@ -1,3 +1,3 @@
 
-DELETE FROM rlarp.osmf_dev WHERE odate < '2020-06-01';
-INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev WHERE odate < '2020-06-01';
+DELETE FROM rlarp.osmf_dev WHERE odate < '2021-05-01';
+INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev WHERE odate < '2021-05-01';

build/merge_actuals_pool.sql

@@ -1,6 +1,6 @@
 BEGIN;
 
-DELETE FROM rlarp.osm_pool WHERE order_date < '2020-06-01';
+DELETE FROM rlarp.osm_pool WHERE order_date < '2021-05-01';
 
 INSERT INTO rlarp.osm_pool
 WITH
@@ -135,7 +135,7 @@ FROM
     LEFT OUTER JOIN rlarp.itemm i ON
         i.item = o.part
 WHERE
-    odate < '2020-06-01';
+    odate < '2021-05-01';
 
 
 SELECT

build/merge_actuals_prep.sql

@@ -145,11 +145,11 @@ gld AS (
     WHERE
         (
             --base period orders booked....
-            o.odate <@ daterange('2019-06-01','2020-06-01')
+            o.odate <@ daterange('2020-06-01','2021-05-01','[)')
             --...or any open orders currently booked before cutoff....
-            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2020-06-01')
+            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2021-05-01')
             --...or anything that shipped in that period
-            OR o.fspr BETWEEN '2001' AND '2012'
+            OR o.fspr BETWEEN '2101' AND '2111'
         )
         AND fs_line = '41010'
         AND calc_status <> 'CANCELED'

build/readme.md

@@ -11,3 +11,10 @@ Build A New Forecast
 * build the pool for the more limited UI data set: build_pool.sql
 * copy the pool to osmfs_dev from inclusion in the osm_stack and reporting: convert_pool_all.sql
 * refresh osm_stack_refresh() to integrate into reporting
+
+Integrate Actuals
+------------------------------------------------------------------------------------------------------------------
+
+* `merge_actuals_prep` -> push a fresh baseline into a temp table
+* `merge_actuals_exec` -> take the baseline and push it into `osmf`
+* `merge_actuals_exec` -> manualls splice in `osmf` into `pool`