update readme

README.md

@@ -1,54 +1,13 @@
-Special concepts
-* relationships betwen dates (order, request, ship) and apply that mix to a new month
-* apply a base mix of promo codes and terms codes to a new month of forecast where there is no existing baseline to pull from
-* effects of building baselines off of original, or all changes so far
-* pricing and units
+## Setup
 
-Slowness Options
-* move json to a separate table and the change can be marked with a sequence
-* have the data actually be a query from the database
-* reduce number of columns in fc_pool
+* git clone (to //opt for verbatim use of the .service file)
+* npm install
+* create certs (`./create_certs.sh`)
+* populate .env from template for database creds and listening port for API, and working directory
+* copy .service file to //etc/systemd/system/ (adjust user/working direct if needed)
+* `sudo systemctl enable forecast_api.service`
 
-Discussion
-* special look at Mar-Apr sales since it is being copied from plan or older data
-  - [ ] at the end of March, we will swap out the budget from March with actuals and re-forecast
-  - [ ] need to think through how to overlay actuals into the budget
-* last price paid snap - preload
-  - [ ] dont do this
-* FX - currently nothing loaded
-  - [ ] we'll pick one (see Bruno)
-* cost - snap to current cost
-  - [ ] snap to current 
-* need to be able to reload the forecast as we lock in new months of sales data - replay changes over top?
-  * item 1
-* refresh new part list
-* add comments on monthly
-* add a tag that is separate from the comment?
-* need to test extrapolating osm_pool into osmp_dev
+## Initial Forecast
 
-Review
-* continuous update with actuals
-  * next years sales is going to change everyday as new things happen with open orders
-  * need to be populating shipping season instead of leaving null
-    * need to do with past-due's -> when do they ship?
-* snapshot several years of history into the forecast so there is no need to bring in actuals
-  * going to have to rebuild the forecast when actuals change
-
-CI
-* snapshot pool
-* adjust 2021 orders
-* integrate with 2020 open to get to 2021 sales (osm_stack)
-  * show 2021 forecasted order as forecast
-  * show 2021 forecasted sales (need to update ship season so it is not null)
-
-Walk Issues
-* canceled orders
-* changed orders
-* short ships
-* exchange rates
-
-Things to Demo
-* product swap out
-* pivot re-org
-* don't use filters
-* assumes all changes target USD
+* all SQL depends on unchanged core sales matrix table schema
+* build/build_baseline.sql