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

build/build_pullforward.sql

@@ -17,10 +17,12 @@ WITH
 ---these dates will have to be syncronized with the forecast build-----------
 tdr AS (
     SELECT
-        -----------actuals into baseline-------------------------------------
+        -----------intented forecast range-----------------------------------
-         DATERANGE('2020-06-01','2021-07-12','[]') arange
+        DATERANGE('2021-06-01','2022-06-01','[)') prange
-        -----------plan into baseline----------------------------------------
+        -----------explicitly call out overlap period------------------------
-        ,DATERANGE('2021-06-01','2022-06-01','[)') prange
+        -----------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)
+        order_date <@ (SELECT overlap 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
@@ -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 
         $${
-            "message":"force accounts to match target total value and margin",
+            "message":"remove future orders to the extent the new forecast totals more than the original budget",
-            "tag":"retail plug",
+            "tag":"1+11",
             "type":"build" 
         }$$::jsonb doc 
     RETURNING *
@@ -169,10 +170,10 @@ tdr AS (
         ,o.ship_season
         ,'1+11' AS version
         ,'pf' iter
-        --,log.id
+        ,log.id
-        --,coalescE(log.doc->>'tag','') AS "tag"
+        ,coalescE(log.doc->>'tag','') AS "tag"
-        --,log.doc->>'message' AS "comment"
+        ,log.doc->>'message' AS "comment"
-        --,log.doc->>'type' module
+        ,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
+        ,log.id
-        --,coalescE(log.doc->>'tag','') AS "tag"
+        ,coalescE(log.doc->>'tag','')
-        --,log.doc->>'message' AS "comment"
+        ,log.doc->>'message'
-        --,log.doc->>'type' module
+        ,log.doc->>'type'
     -----some bad forecast swings, if one is removed it's wacky
     -----cap at -1,000,000
     HAVING

build/build_rolling.sql

@@ -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----------------------------------