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incraease range and modify pull-forward logic to operate off an explicit overlap period

This commit is contained in:
Paul Trowbridge 2021-07-15 16:53:21 -04:00
parent be9ca7b848
commit b831dfc35e
2 changed files with 23 additions and 22 deletions
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39
build/build_pullforward.sql
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@ -17,10 +17,12 @@ 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
-----------intented forecast range-----------------------------------
DATERANGE('2021-06-01','2022-06-01','[)') prange
-----------explicitly call out overlap period------------------------
-----------anythign in this period has to net out to match actuals---
,DATERANGE('2021-06-01','2021-07-12','[]') overlap
,jsonb_build_array('plan','diff') iter
)
,booked AS materialized(
SELECT
@ -32,8 +34,7 @@ tdr AS (
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)
order_date <@ (SELECT overlap 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
@ -61,7 +62,7 @@ tdr AS (
--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')
AND (SELECT iter FROM tdr) ? p.iter
GROUP BY
p.billto_group
,p.shipto_group
@ -78,7 +79,7 @@ tdr AS (
,p.order_date
,p.ship_date
,round(p.plan_units,2) plan_units
,round(SUM(p.plan_units) FILTER (WHERE order_date >= (SELECT upper(arange) FROM tdr)) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date),2) plan_rolling
,round(SUM(p.plan_units) FILTER (WHERE order_date >= (SELECT upper(overlap) FROM tdr)) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date),2) plan_rolling
,round(SUM(p.plan_units) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ),2) plan_units_tot
--,round(SUM(COALESCE(p.plan_units,0) + COALESCE(p.diff_units,0)) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date),2) net_units_agg
,round(COALESCE(p.diff_units,0) + coalesce(p.plan_units,0),2) net_units
@ -114,8 +115,8 @@ tdr AS (
rlarp.osm_log(doc)
SELECT
$${
"message":"force accounts to match target total value and margin",
"tag":"retail plug",
"message":"remove future orders to the extent the new forecast totals more than the original budget",
"tag":"1+11",
"type":"build"
}$$::jsonb doc
RETURNING *
@ -169,10 +170,10 @@ tdr AS (
,o.ship_season
,'1+11' AS version
,'pf' iter
--,log.id
--,coalescE(log.doc->>'tag','') AS "tag"
--,log.doc->>'message' AS "comment"
--,log.doc->>'type' module
,log.id
,coalescE(log.doc->>'tag','') AS "tag"
,log.doc->>'message' AS "comment"
,log.doc->>'type' module
FROM
rlarp.osm_pool o
INNER JOIN eval e ON
@ -181,7 +182,7 @@ tdr AS (
e.part_group = o.part_group AND
e.order_date = o.order_date AND
e.ship_date = o.ship_date
--CROSS JOIN log
CROSS JOIN log
WHERE
e.flag
GROUP BY
@ -225,10 +226,10 @@ tdr AS (
,o.ship_date
,o.ship_month
,o.ship_season
--,log.id
--,coalescE(log.doc->>'tag','') AS "tag"
--,log.doc->>'message' AS "comment"
--,log.doc->>'type' module
,log.id
,coalescE(log.doc->>'tag','')
,log.doc->>'message'
,log.doc->>'type'
-----some bad forecast swings, if one is removed it's wacky
-----cap at -1,000,000
HAVING

6
build/build_rolling.sql
View File

@ -16,13 +16,13 @@ DROP TABLE IF EXISTS tdr;
CREATE TEMP TABLE tdr AS (
SELECT
-----------actuals into baseline-------------------------------------
DATERANGE('2020-06-01','2021-07-12','[]') arange
DATERANGE('2020-06-01','2021-07-15','[]') arange
-----------plan into baseline----------------------------------------
,DATERANGE('2021-06-01','2022-06-01','[)') prange
,DATERANGE('2020-06-01','2022-06-01','[)') prange
-----------forecast into baseline------------------------------------
,DATERANGE('2022-06-01','2022-06-01','[)') frange -- this range effectively excludes
-----------baseline selection for increment--------------------------
,DATERANGE('2021-07-08','2021-07-08','[)') selection
,DATERANGE('2021-07-15','2021-07-15','[)') selection
-----------selection increment size----------------------------------
,'0 year'::interval AS incr
-----------iterations to merge with----------------------------------