add a column for the tag

build/convert_pool_all.sql

@@ -110,7 +110,8 @@ SELECT
     ship_date,
     ship_season,
     version,
-    iter
+    iter,
+    tag
 FROM
     rlarp.osm_pool;
 
@@ -118,7 +119,8 @@ FROM
 UPDATE
     RLARP.OSMFS_DEV O
 SET
-    COLC = M.COLC
+    STYC = M.STLC
+    ,COLC = M.COLC
     ,COLGRP = M.COLGRP
     ,COLTIER = M.COLTIER
     ,COLSTAT = M.COLSTAT

offline/account_plug.sql

@@ -0,0 +1,362 @@
+BEGIN;
+
+WITH 
+targ AS (
+    SELECT
+        account 
+        ,segment
+        ,targv::numeric targv
+        ,targm::numeric targm
+        ,targv::numeric - targm::numeric targc
+    FROM (VALUES
+            ('THE HOME DEPOT','17000000','3074775','Retail'),
+            ('L&L NURSERY SUPPLY INC','2350000','1323646','Retail'),
+            ('WAL-MART','0','0','Retail'),
+            ('FRED MEYER','2000000','856002','Retail'),
+            ('AMAZON.COM','1640000','1030332','Retail'),
+            ('BFG SUPPLY','1500000','836573','Retail'),
+            ('MENARDS','1638401','608147','Retail'),
+            ('ARETT SALES','1241808','664301','Retail'),
+            ('VM INNOVATIONS-NE','1000000','550614','Retail'),
+            ('CANADIAN TIRE CORP LTD','680606','47642','Retail'),
+            ('CANADIAN TIRE CORP LTD','319394','160394','Sustainable'),
+            ('ALLIANCE INTERNATIONAL LLC','500000','206602','Retail'),
+            ('OCEAN STATE JOBBERS','300000','155878','Retail'),
+            ('GRIFFIN','258240','118623','Retail'),
+            ('DO IT BEST','297067','177889','Retail'),
+            ('BWI','249061','117374','Retail'),
+            ('BRADLEY CALDWELL INC','226211','134560','Retail'),
+            ('PHILLIPS PET FOOD & SUPPLIES','194414','113853','Retail'),
+            ('ACE HARDWARE','195043','128460','Retail'),
+            ('EDDIS WHOLESALE GDN SUPPLIES','156305','76972','Retail'),
+            ('GARD N WISE','154657','83291','Retail'),
+            ('FOSTERS INC','154278','84043','Retail'),
+            ('GARDEN CENTRE GROUP CO-OP','148400','79640','Retail'),
+            ('TRUE VALUE','125272','66837','Retail'),
+            ('RONA INC (PICK UP)ACE CANADA','125154','49123','Retail'),
+            ('HB DAVIS SEED CO','103990','60800','Retail'),
+            ('BOMGAARS SUPPLY INC.    RETAIL','96550','55201','Retail'),
+            ('CANAC MARQUIS GRENIER','84336','26284','Retail'),
+            ('LOWES','82640','33445','Retail'),
+            ('JENSEN DISTRIBUTION','79189','47567','Retail'),
+            ('EARL MAY SEED','77321','45084','Retail'),
+            ('INTERMOUNTAIN FARMERS ASSN','71161','25896','Retail'),
+            ('PEAVEY INDUSTRIES LP       RET','63755','38070','Retail'),
+            ('SRC CORPORATION','62610','34107','Retail'),
+            ('HORIZON DISTRIBUTION INC','52200','29953','Retail'),
+            ('HALIFAX SEED CO INC','47859','23365','Retail'),
+            ('JAVIC STEIN GARDEN CENTER  RET','47332','29831','Retail'),
+            ('TERIS SUPPLY SERVICES','46454','21876','Retail'),
+            ('LITTLE MOUNTAIN GREENHOUSES','0','0','Retail'),
+            ('WYATT QUARLES','45961','19806','Retail'),
+            ('KROGER ACCOUNTING SERVICES','0','0','Retail'),
+            ('AURORA WHOLESALERS, LLC','39005','1950','Retail'),
+            ('CIMARRON LUMBER CO','41255','29321','Retail'),
+            ('SKH WHOLESALE DIST','39498','22002','Retail'),
+            ('GREENHOUSE MEGASTORE','38481','22165','Retail'),
+            ('MEYER SEED CO.OF BALTIMORE INC','36907','21255','Retail'),
+            ('GREEN ISLAND DISTRIBUTORS INC.','36335','16598','Retail'),
+            ('ALASKA GDN & PET SUPPLY RET','34416','17673','Retail'),
+            ('CY GROWERS SUPPLIES LTD','33516','17268','Retail'),
+            ('PL ROHRER & BRO INC     RET','32682','18721','Retail'),
+            ('CISCO COMPANIES (THE)','31294','16958','Retail'),
+            ('EXACTA SALES','29985','16997','Retail'),
+            ('CARLIN HORTICULTURAL SUPP','29766','17926','Retail'),
+            ('LEON KOROL COMPANY','27634','-20540','Retail'),
+            ('FAMILY TREE NURSERY','26732','14253','Retail'),
+            ('GREENHOUSE & GARDEN SUPPLY INC','28432','16180','Retail'),
+            ('MIKES GARDEN CENTER','24804','8682','Retail'),
+            ('HORTMARK','24148','14260','Retail'),
+            ('FLORIDA HARDWARE COMPANY','22952','13416','Retail'),
+            ('EARL''S FARM & GARDEN INC','20856','11680','Retail'),
+            ('MIZE FARM & GARDEN SUPPLY','20317','11079','Retail'),
+            ('HUMMERT INTERNATIONAL','19214','10602','Retail'),
+            ('BAYERS GARDEN SHOP','18177','11247','Retail'),
+            ('FEDERATED CO-OPERATIVES LTD','16347','9370','Retail'),
+            ('VANDENBERG BULB CO INC','15895','8533','Retail'),
+            ('RS GROWERS SUPPLY','15676','8691','Retail'),
+            ('PLANTERS SEED & SPICE      RET','15395','8520','Retail'),
+            ('UNITED GARDEN CENTER','15303','8117','Retail'),
+            ('NORTH 40 OUTFITTERS','13975','9093','Retail'),
+            ('ERVA TOOL & DIE CO','13102','10114','Retail'),
+            ('NITRO-PHOS FERTILIZERS','12772','7397','Retail'),
+            ('OTTEN BROS','12390','6556','Retail'),
+            ('GROSOUTH','12229','5783','Retail'),
+            ('WAYFAIR LLC','10894','6861','Retail'),
+            ('PRINCE CORPORATION','10627','6478','Retail'),
+            ('BLISH-MIZE CO','10502','6181','Retail'),
+            ('UNITED GARDEN CENTERS      RET','10323','5880','Retail'),
+            ('KC SCHAEFER SUPPLY','10176','5658','Retail'),
+            ('LIFOAM INDUSTRIES LLC','9922','1437','Retail'),
+            ('CARL BREHOB & SON','9909','4862','Retail'),
+            ('GPF CORPORATION','8497','4907','Retail'),
+            ('APACHE SEEDS LTD','7524','4823','Retail'),
+            ('PRO GROWER SUPPLY','7160','4488','Retail'),
+            ('ALTON GREENHOUSES','6282','4571','Retail'),
+            ('VG SUPPLY CO INC','6170','3302','Retail'),
+            ('PATRICK MORIN','5550','4185','Retail'),
+            ('PROFESSIONAL GARDENER CO','5534','3780','Retail'),
+            ('PREMIUM HORTICULTURAL SUPPLY','5260','2953','Retail'),
+            ('SCHROTH WHOLESALE SUPPLY CO.','4886','2841','Retail'),
+            ('WALDO & ASSOCIATES','4848','2662','Retail'),
+            ('SERRES STE-ELIE','4554','2217','Retail'),
+            ('JEAN H HENLE INC         RET','4390','2596','Retail'),
+            ('GOLDCREST DIST','4203','2652','Retail'),
+            ('KEN VAN WINGERDEN GREENHOUSES','3934','2721','Retail'),
+            ('PASTANCH LLC','3558','2300','Retail'),
+            ('TESSMAN SEED','3490','1837','Retail'),
+            ('GEMMELLS GARDEN CENTRE INC','3356','2459','Retail'),
+            ('BELLE INVESTMENTS INC','2969','1901','Retail'),
+            ('BLUE STAR WHOLESALE','2870','1321','Retail'),
+            ('GLEN ECHO NURSERIES INC','2856','1358','Retail'),
+            ('Distribution','2856','1000','Retail'),
+            ('EZ GRO GARDEN','2770','970','Retail'),
+            ('ENVIROGREENERY PLANTS LLC','2759','1546','Retail'),
+            ('GERTENS GREENHOUSE','2669','934','Retail'),
+            ('KROGER (KRG LLC)','2363','1074','Retail'),
+            ('CINNABAR VALLEY','1873','1210','Retail'),
+            ('EDWARDS GREENHOUSE INC','1842','1179','Retail'),
+            ('DIRECT DISTRIBUTORS INC','1732','1140','Retail'),
+            ('YODERS PRODUCE','1295','514','Retail'),
+            ('ABC NURSERY LANDSCAPEMAIN','556','305','Retail'),
+            ('DUNN SALES & MARKETING, INC.','385','197','Retail'),
+            ('GARDENERS SUPPLY CO','375','263','Retail'),
+            ('FARMERS COOP','355','135','Retail'),
+            ('CROP PROD SERVICES INC','351','199','Retail'),
+            ('ARNOLDS GREENHOUSES','309','249','Retail'),
+            ('GEORGE''S FLOWERS','287','132','Retail'),
+            ('HJS WHOLESALE LTD','162','117','Retail'),
+            ('HOLMBERG FARMS INC','101','72','Retail'),
+            ('KINNEY BONDED','93','49','Retail'),
+            ('IRRIGATION PLUS INC','35','21','Retail'),
+            ('GLENKIRK ASSOCIATES INC','0','0','Retail'),
+            ('MILITARY PRODUCE GROUP LLC','0','0','Retail'),
+            ('WONDER SOIL','0','0','Retail'),
+            ('CHUCK BECK','0','0','Retail'),
+            ('MENARDS INC STORE 3256     RET','0','0','Retail'),
+            ('GREENSTAR PLANT-MANCHESTER','0','0','Retail'),
+            ('MAIN LINE POTTERY','0','0','Retail'),
+            ('PSR SALES INC','0','0','Retail'),
+            ('CLEVELAND FLORAL PRODUCTS INC','0','0','Retail'),
+            ('RACHEL BOWMAN','0','0','Retail'),
+            ('ENG SVCS & PROD','0','0','Retail'),
+            ('RITCHIE FEED & SEED','0','0','Retail'),
+            ('PARK SEED (DBA JPPA)','0','0','Retail'),
+            ('ART KNAPP','0','0','Retail'),
+            ('VARIETY WHOLESALE (9001)','0','0','Retail'),
+            ('ROY SIEMENS','0','0','Retail'),
+            ('MARC DESROSIERS','0','0','Retail'),
+            ('JIM REGER','0','0','Retail'),
+            ('MARK WILKINSON','0','0','Retail'),
+            ('SAN MARCOS GROWERS','0','0','Retail'),
+            ('GRANBYS GREENHOUSE','0','0','Retail'),
+            ('GIANT TIGERE STORES LIMITED','0','0','Retail'),
+            ('INTEGRITY SALES & DISTRIBUTION','0','0','Retail'),
+            ('GLOECKNER & CO. INC.','0','0','Retail'),
+            ('DORAN MARABLE','0','0','Retail'),
+            ('SEVEN OAKS PLANT SHOP INC','0','0','Retail'),
+            ('BURPEE GARDEN PRODUCTS     RET','0','0','Retail'),
+            ('SHERRILL INC','0','0','Retail'),
+            ('PARKWAY GARDENS','0','0','Retail'),
+            ('GS DISTRIBUTION','0','0','Retail'),
+            ('GALES GARDEN CENTER','0','0','Retail'),
+            ('DAVE BODO','0','0','Retail'),
+            ('FLOWERLAND GARDEN CTR OF CLEVE','0','0','Retail'),
+            ('STACK-A-POTS','0','0','Retail'),
+            ('BEAUTIFUL LAND PRODUCTS','0','0','Retail'),
+            ('STRADERS','0','0','Retail'),
+            ('WESTLAND GREENHOUSES','0','0','Retail'),
+            ('SUNNYSIDE GREENHOUSES LTD. RET','0','0','Retail'),
+            ('DM COLOR EXPRESS','0','0','Retail'),
+            ('TERIS SVSC D''''APPROVISIONNEMNT','0','0','Retail'),
+            ('YONAS GREENHOUSES','0','0','Retail'),
+            ('FLORALIES JOUVENCE','0','0','Retail'),
+            ('ALECIA LATINI','0','0','Retail'),
+            ('AL PAR PEAT CO','0','0','Retail'),
+            ('IVAN VANDERDEEN','0','0','Retail'),
+            ('TIDBURY CREEK FARMS','0','0','Retail'),
+            ('AGRO PRODUCTS LIMITED','0','0','Retail'),
+            ('ALDI','0','0','Retail'),
+            ('MISC ACCT -        (US )','0','0','Retail'),
+            ('TIMBERS MARKETING LLC','0','0','Retail'),
+            ('ALLEN STERLING AND LOTHROP','0','0','Retail'),
+            ('TINA PETTIGREW','0','0','Retail'),
+            ('TONY LANDINO','0','0','Retail'),
+            ('TRICIA PRICE','0','0','Retail'),
+            ('PEAK DISTRIBUTION LLC','0','0','Retail'),
+            ('DILLON SEED & SUPPLY','0','0','Retail'),
+            ('MENARDS INC STORE 3510     RET','0','0','Retail'),
+            ('PLANT BEST','0','0','Retail'),
+            ('DENVER WHOLESALE FLORISTS CO','0','0','Retail'),
+            ('TSC STORES LIMITED','0','0','Retail'),
+            ('CENTRAL GARDEN & PET','0','0','Retail'),
+            ('ESERRO','0','0','Retail'),
+            ('AMA PLASTICS','0','0','Retail'),
+            ('LITTLE MOUNTAIN GREENHOUSES U','0','0','Retail'),
+            ('PATAPSCO VALLEY SALES','0','0','Retail'),
+            ('UNITED HARDWARE','0','0','Retail'),
+            ('COLOUR PARADISE GRHS LTD','0','0','Retail'),
+            ('GARDEN RIDGE CORP','0','0','Retail'),
+            ('VARIETY DISTRIBUTORS INC','0','0','Retail'),
+            ('BLUE WATER BALTIMORE','0','0','Retail'),
+            ('LEE VALLEY TOOLS','0','0','Retail')
+        ) x(account,targv,targm,segment)
+)
+,factor AS (
+SELECT
+    account
+    ,segment
+    ,targv
+    ,targm
+    ,targc
+    ,sum(value_usd) value_usd
+    ,sum(units) units
+    ,sum(cost_usd) cost_usd
+    ,round(CASE WHEN sum(value_usd) = 0 THEN 0 ELSE targv::numeric/sum(value_usd) END,5) vfactor
+    ,round(CASE WHEN sum(cost_usd) = 0 THEN 0 ELSE targc::numeric/sum(cost_usd) END,5) cfactor
+FROM
+    targ t
+    LEFT OUTER JOIN rlarp.osm_pool o ON
+        o.billto_group = t.account
+        AND o.segm = t.segment
+        AND o.order_season = 2022
+GROUP BY
+    account
+    ,segment
+    ,targv
+    ,targm
+    ,targc
+)
+--SELECT * FROM agg_curr
+----------------create a log entry--------------------
+,log AS (
+    INSERT INTO
+           rlarp.osm_log(doc)
+    SELECT 
+        $${
+            "message":"force accounts to match target total value and margin",
+            "tag":"retail plug",
+            "type":"build" 
+        }$$::jsonb doc 
+    RETURNING *
+)
+-------build adjustment rows collapsed for all iterations----------
+,dv AS (
+    SELECT
+         o.fspr
+        ,o.plnt          ---master data 
+        ,o.promo          --history date mix
+        ,o.terms
+        ,o.bill_cust_descr          --history cust mix
+        ,o.ship_cust_descr          --history cust mix
+        ,o.dsm
+        ,o.quota_rep_descr          --master data 
+        ,o.director
+        ,o.billto_group          --master data 
+        ,o.shipto_group
+        ,o.chan          --master data 
+        ,o.chansub
+        ,o.chan_retail
+        ,o.part
+        ,o.part_descr
+        ,o.part_group
+        ,o.branding
+        ,o.majg_descr
+        ,o.ming_descr
+        ,o.majs_descr
+        ,o.mins_descr
+        ,o.segm
+        ,o.substance
+        ,o.fs_line          --master data 
+        ,o.r_currency          --history cust mix
+        ,o.r_rate          --master data 
+        ,o.c_currency          --master data 
+        ,o.c_rate          --master data 
+        ,round(sum(o.units*s.cfactor      - o.units     ),2) units
+        ,round(sum(o.value_loc*s.vfactor  - o.value_loc ),2) value_loc
+        ,round(sum(o.value_usd*s.vfactor  - o.value_usd ),2) value_usd
+        ,round(sum(o.cost_loc*s.cfactor   - o.cost_loc  ),2) cost_loc
+        ,round(sum(o.cost_usd*s.cfactor   - o.cost_usd  ),2) cost_usd
+        ,o.calc_status          --0 
+        ,o.flag          --0 
+        ,o.order_date          --history date mix
+        ,o.order_month
+        ,o.order_season
+        ,o.request_date          --history date mix
+        ,o.request_month
+        ,o.request_season
+        ,o.ship_date          --history date mix
+        ,o.ship_month
+        ,o.ship_season
+        ,'b22' aS version
+        ,'upload volume' iter
+        ,log.id
+        ,coalescE(log.doc->>'tag','') AS "tag"
+        ,log.doc->>'message' AS "comment"
+        ,log.doc->>'type' module
+    FROM
+        rlarp.osm_pool o
+        INNER JOIN factor s ON
+            s.account = o.billto_group
+        CROSS JOIN log
+    WHERE
+        o.order_season = 2022
+        AND o.segm = s.segment
+    GROUP BY
+         o.fspr
+        ,o.plnt          ---master data 
+        ,o.promo          --history date mix
+        ,o.terms
+        ,o.bill_cust_descr          --history cust mix
+        ,o.ship_cust_descr          --history cust mix
+        ,o.dsm
+        ,o.quota_rep_descr          --master data 
+        ,o.director
+        ,o.billto_group          --master data 
+        ,o.shipto_group
+        ,o.chan          --master data 
+        ,o.chansub
+        ,o.chan_retail
+        ,o.part
+        ,o.part_descr
+        ,o.part_group
+        ,o.branding
+        ,o.majg_descr
+        ,o.ming_descr
+        ,o.majs_descr
+        ,o.mins_descr
+        ,o.segm
+        ,o.substance
+        ,o.fs_line          --master data 
+        ,o.r_currency          --history cust mix
+        ,o.r_rate          --master data 
+        ,o.c_currency          --master data 
+        ,o.c_rate          --master data 
+        ,o.calc_status          --0 
+        ,o.flag          --0 
+        ,o.order_date          --history date mix
+        ,o.order_month
+        ,o.order_season
+        ,o.request_date          --history date mix
+        ,o.request_month
+        ,o.request_season
+        ,o.ship_date          --history date mix
+        ,o.ship_month
+        ,o.ship_season
+        ,log.id
+        ,coalescE(log.doc->>'tag','')
+        ,log.doc->>'message'
+        ,log.doc->>'type'
+)
+INSERT INTO rlarp.osm_pool SELECT * FROM dv;
+--SELECT
+--    billto_group
+--    ,sum(value_usd) val
+--    ,sum(cost_usd) AS cost
+--    ,sum(units) units
+--FROM
+--    dv
+--GROUP BY
+--    billto_group
+
+COMMIT;

offline/last_price.sql

@@ -1,4 +1,4 @@
---BEGIN;
+BEGIN;
 
 WITH 
 ------------------goal price increases---------------------
@@ -77,6 +77,49 @@ incr AS (
         ('C','P','COLOR PRINTED','Color','P')
     ) x(colgrp, brand, dataseg, tcol, tbrand)
 )
+---customer dba assigned price levels---------
+,dbap AS (
+    SELECT
+        dba
+        ,jsonb_agg(DISTINCT plevel) plev
+        ,jsonb_agg(DISTINCT plcd) plist
+    FROM
+        rlarp.cust c
+        INNER JOIN rlarp.sachdef sd ON
+            sd.plev = c.plevel
+            AND '2020-05-31' between sd.fdate AND sd.tdate
+    WHERE
+        pricing <> ''
+        AND dba <> ''
+    GROUP BY 
+        dba
+)
+----customer dba price list pricing------
+,plist AS (
+    SELECT
+         dbap.dba
+        ,dbap.plev
+        ,dbap.plist
+        ,jcplcd
+        ,jcpart
+        ,jcunit
+        --,jcvoll
+        -----just use the lowest volume price for the part-----
+        ,min(jcpric) jcpric
+    FROM
+        dbap
+        INNER JOIN lgdat.iprcc cc ON
+            dbap.plist ? cc.jcplcd
+    WHERE
+        jcunit = 'M'
+    GROUP BY
+         dbap.dba
+        ,dbap.plev
+        ,dbap.plist
+        ,jcplcd
+        ,jcpart
+        ,jcunit
+)
 ------------carve out pricing baseline data--------------------
 ,p AS (
     SELECT
@@ -138,7 +181,7 @@ incr AS (
         ,o.shipgrp
         ,o.odate DESC
 )
---SELECT * FROM p WHERE account ~ 'AMERICAN HORT' and product = 'AZA06000.CBXX' and chgrp = 'W' order by rn ASC
+--SELECT * FROM p WHERE account ~ 'AMA P' and product = 'AMK06000.CBXX' order by rn ASC
 ------------build global py asp------------------
 ,baseline AS (
     SELECT
@@ -147,6 +190,7 @@ incr AS (
         ,assc
         ,chgrp
         ,round(sum(val_usd) FILTER (WHERE oseas = 2020)/sum(units) FILTER (WHERE oseas = 2020),5) py_gasp
+        ,round(sum(val_usd) FILTER (WHERE oseas = 2021)/sum(units) FILTER (WHERE oseas = 2021),5) cy_gasp
     FROM
         p
     GROUP BY
@@ -155,76 +199,7 @@ incr AS (
         ,assc
         ,chgrp
 )
---SELECT 
+--SELECT * FROM baseline WHERE product = 'AMK06000.CBXX' 
---     p.product
---    --,p.styc
---    --,p.glec
---    ,p.majg
---    ,p.assc
---    ,p.colgrp
---    --,p.coltier
---    --,p.sizc
---    --,p.suffix
---    ,p.chgrp
---    ,p.account
---    ,p.shipgrp
---    --,bl.py_gasp
---    ,sum(units) FILTER (WHERE oseas = 2020) py_units
---    ,sum(units) FILTER (WHERE oseas = 2021) cy_units
---    ,round(sum(val_usd) FILTER (WHERE oseas = 2020)/sum(units) FILTER (WHERE oseas = 2020),5) py_asp
---    ,round(avg(price) FILTER (WHERE rn = 1),5) last_price
---    ,max(odate) FILTER (WHERE rn = 1) last_order
---    ,i.rate incr_rate
---    ,CASE p.chgrp
---        WHEN 'D' THEN .5
---        ELSE CASE p.majg
---                WHEN '610' THEN .02
---                ElSE CASE p.colgrp 
---                        WHEN 'B' THEN .15
---                        WHEN 'C' THEN .20
---                        ELSE 1
---                     END
---             END
---    END rate
---    --,CASE WHEN sum(val_usd) FILTER (WHERE oseas = 2020) IS NULL 
---    --    THEN CASE WHEN sum(units) FILTER (WHERE oseas = 2021) IS NULL
---    --        THEN 'unknown'
---    --        ELSE 'new'
---    --        END
---    --    ELSE CASE WHEN sum(units) FILTER (WHERE oseas = 2021) IS NULL
---    --        THEN 'lost'
---    --        ELSE 'repeat'
---    --        END
---    --END flag
---FROM 
---    p
---    LEFT OUTER JOIN baseline bl ON
---        bl.product = p.product
---        AND bl.majg = p.majg
---        AND bl.assc = p.assc
---        AND bl.chgrp = p.chgrp
---    LEFT OUTER JOIN incr i ON
---        i.majg = p.majg
---        AND i.assc = p.assc
---        AND i.coltier = p.coltier
---        AND p.glec <> '1RE'
---WHERE 
---    p.account ~ 'AMERICAN HORT' and p.product = 'AZA06000.CBXX' and p.chgrp = 'W'
---GROUP BY
---     p.product
---    --,p.styc
---    --,p.glec
---    ,p.majg
---    ,p.assc
---    --,p.coltier
---    ,p.colgrp
---    --,p.sizc
---    --,p.suffix
---    ,p.chgrp
---    ,p.account
---    ,p.shipgrp
---    --,bl.py_gasp
---    ,i.rate
 ----------calculate pricing as it sits in the forecast--------------
 ,poolprice AS (
 SELECT
@@ -281,6 +256,7 @@ SELECT
     ,p.account
     ,p.shipgrp
     ,bl.py_gasp
+    ,jsonb_agg(DISTINCT part) item
     ,sum(units) FILTER (WHERE oseas = 2020) py_units
     ,sum(units) FILTER (WHERE oseas = 2021) cy_units
     ,round(sum(val_usd) FILTER (WHERE oseas = 2020)/sum(units) FILTER (WHERE oseas = 2020),5) py_asp
@@ -299,6 +275,7 @@ SELECT
              END
     END rate
     ,ms.avg_price target
+    ,JSONB_AGG(DISTINCT plist.jcpric/1000) jcprice
     --,CASE WHEN sum(val_usd) FILTER (WHERE oseas = 2020) IS NULL 
     --    THEN CASE WHEN sum(units) FILTER (WHERE oseas = 2021) IS NULL
     --        THEN 'unknown'
@@ -334,6 +311,9 @@ FROM
         AND ms.data_segment = ds.dataseg
         AND ms.season = '2021'
         AND ms.region = 'ALL'
+    LEFT OUTER JOIN plist ON
+        plist.dba = p.account
+        AND plist.jcpart = p.part
 GROUP BY
      p.productt
     ,p.product
@@ -360,227 +340,242 @@ GROUP BY
 --   pivot p
 --)
 --SELECT * FROM test_unique where cnt > 1
---SELECT * FROM pivot LIMIT 1000
---------------join forecast price-------------------
-,fcp AS (
-    SELECT
-         pp.productt
-        ,pp.product
-        ,pp.majg
-        ,pp.quota_rep_descr
-        ,pp.order_season
-        ,pp.billto_group
-        ,pp.shipto_group
-        ,pp.fc_units
-        ,pp.fc_price
-        ,pp.iters
-        ,p.py_gasp
-        ,p.cy_units
-        ,p.py_asp
-        ,p.last_price
-        ,p.last_order
-        ,p.target
-        ,p.rate
-        --need to link in targets pricing and price list for cap purposes---------
-        --also need to link regional price lists so we don't blow past those------
-        ,COALESCE(py_asp,py_gasp) * (1 + rate) fc_price
-    FROM    
-        poolprice pp
-        LEFT OUTER JOIN pivot p ON
-                pp.productt               = p.productt
-            AND pp.majg                   = p.majg    
-            AND pp.chgrp                  = p.chgrp   
-            AND pp.billto_group           = p.account
-            AND pp.shipto_group           = p.shipgrp
-)
-SELECT * FROM fcp limit 100
-----------------create the new price-----------------
---,adj AS (
---SELECT 
---     p.product
---    ,p.styc
---    ,p.glec
---    ,p.majg
---    ,p.assc
---    ,p.coltier
---    ,p.sizc
---    ,p.suffix
---    ,p.account
---    ,p.shipgrp
---    ,p.py_gasp
---    ,p.cy_units
---    ,p.py_asp
---    ,p.last_price
---    ,p.last_order
---    ,p.rate
---    ,p.flag
---    ,CASE p.flag
---        ----------------------if repeat business then get to prior year + target %--------------------------------------------------------------
---        WHEN 'repeat' THEN greatest(py_asp * COALESCE(1+rate,1) - last_price,0)
---        WHEN 'lost' THEN greatest(py_asp * COALESCE(1+rate,1) - last_price,0)
---        ----------------------if new business, move towards py_gasp + target % : lesser of py gloabl + target or last + target------------------
---        WHEN 'new' THEN least(last_price * COALESCE(1+rate,1) - last_price,greatest(py_gasp * COALESCE(1+rate,1) - last_price,0))
---    END price_increment
---FROM 
---    pivot p
---)
---SELECT * FROM adj LIMIT 1000
 ----------------create a log entry--------------------
---,log AS (
+,log AS (
---    INSERT INTO
+    INSERT INTO
---           rlarp.osm_log(doc)
+           rlarp.osm_log(doc)
---    SELECT 
+    SELECT 
---        $${
+        $${
---            "message":"application of last price and target increases to all forecast orders",
+            "message":"application of last price and target increases to all forecast orders",
---            "tag":"last price",
+            "tag":"last price",
---            "type":"build" 
+            "type":"build" 
---        }$$::jsonb doc 
+        }$$::jsonb doc 
---    RETURNING *
+    RETURNING *
---)
+)
---,poolprice AS (
+---------collapse iterations-----------------------
---SELECT
+,collapse AS (
---    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3) product
+    SELECT
---    ,o.quota_rep_descr
+         o.fspr
---    ,o.billto_group
+        ,o.plnt          ---master data 
---    ,o.shipto_group
+        ,o.promo          --history date mix
---    ,order_season
+        ,o.terms
---    ,sum(units) units
+        ,o.bill_cust_descr          --history cust mix
---    ,sum(value_loc) valloc
+        ,o.ship_cust_descr          --history cust mix
---    ,sum(value_usd) valusd
+        ,o.dsm
---    ,sum(o.value_loc)/sum(o.units) price
+        ,o.quota_rep_descr          --master data 
---    ,jsonb_agg(DISTINCT iter) iters
+        ,o.director
---FROM
+        ,o.billto_group          --master data 
---    rlarp.osm_pool o
+        ,o.shipto_group
---    ,rlarp.itemmv i
+        ,o.chan          --master data 
---WHERE
+        ,o.chansub
---    i.item = o.part
+        ,o.chan_retail
---    --AND o.units <> 0
+        ,o.part
---    ---only apply to 2022 orders----
+        ,o.part_descr
---    AND o.order_date >= '2021-06-01'
+        ,i.stlc||'.'||i.coltier||substring(i.sizc,1,3) productt
---    --only include baseline stuff---
+        ,o.part_group
---    AND segm <> 'Retail'
+        ,o.branding
---GROUP BY
+        ,o.majg_descr
---    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3)
+        ,o.ming_descr
---    ,o.quota_rep_descr
+        ,o.majs_descr
---    ,o.billto_group
+        ,o.mins_descr
---    ,o.shipto_group
+        ,o.segm
---    ,order_season
+        ,o.substance
---    --AND iter <> 'upload price'
+        ,o.fs_line          
---)
+        ,o.r_currency      
---, pooladj AS (
+        ,o.r_rate           
---    SELECT
+        ,o.c_currency       
---        p.product
+        ,o.c_rate           
---       ,p.quota_rep_descr
+        ,SUM(o.units)                      units
---       ,p.billto_group
+        ,SUM(o.value_loc)                  value_loc
---       ,p.shipto_group
+        ,SUM(o.value_usd)                  value_usd
---       ,p.price
+        ,SUM(o.value_loc)/SUM(o.units)     price_loc
+        ,SUM(o.cost_loc)                   cost_loc
+        ,SUM(o.cost_usd)                   cost_usd
+        ,o.calc_status      --0 
+        ,o.flag             --0 
+        ,o.order_date       --history date mix
+        ,o.order_month
+        ,o.order_season
+        ,o.request_date     --history date mix
+        ,o.request_month
+        ,o.request_season
+        ,o.ship_date        --history date mix
+        ,o.ship_month
+        ,o.ship_season
+    FROM
+        rlarp.osm_pool o
+        --need to join to itemm to get the product from osm_pool
+        ,rlarp.itemmv i
+    WHERE
+        i.item = o.part
+    GROUP BY 
+         o.fspr
+        ,o.plnt          ---master data 
+        ,o.promo          --history date mix
+        ,o.terms
+        ,o.bill_cust_descr          --history cust mix
+        ,o.ship_cust_descr          --history cust mix
+        ,o.dsm
+        ,o.quota_rep_descr          --master data 
+        ,o.director
+        ,o.billto_group          --master data 
+        ,o.shipto_group
+        ,o.chan          --master data 
+        ,o.chansub
+        ,o.chan_retail
+        ,o.part
+        ,o.part_descr
+        ,i.stlc||'.'||i.coltier||substring(i.sizc,1,3)
+        ,o.part_group
+        ,o.branding
+        ,o.majg_descr
+        ,o.ming_descr
+        ,o.majs_descr
+        ,o.mins_descr
+        ,o.segm
+        ,o.substance
+        ,o.fs_line          
+        ,o.r_currency      
+        ,o.r_rate           
+        ,o.c_currency       
+        ,o.c_rate           
+        ,o.calc_status      --0 
+        ,o.flag             --0 
+        ,o.order_date          --history date mix
+        ,o.order_month
+        ,o.order_season
+        ,o.request_date          --history date mix
+        ,o.request_month
+        ,o.request_season
+        ,o.ship_date          --history date mix
+        ,o.ship_month
+        ,o.ship_season
+    HAVING
+        sum(o.units) <> 0
+)
+-------------build the iteration rows----------------
+,ins AS (
+SELECT
+     o.fspr
+    ,o.plnt          ---master data 
+    ,o.promo          --history date mix
+    ,o.terms
+    ,o.bill_cust_descr          --history cust mix
+    ,o.ship_cust_descr          --history cust mix
+    ,o.dsm
+    ,o.quota_rep_descr          --master data 
+    ,o.director
+    ,o.billto_group          --master data 
+    ,o.shipto_group
+    ,o.chan          --master data 
+    ,o.chansub
+    ,o.chan_retail
+    ,o.part
+    ,o.part_descr
+    ,o.part_group
+    ,o.branding
+    ,o.majg_descr
+    ,o.ming_descr
+    ,o.majs_descr
+    ,o.mins_descr
+    ,o.segm
+    ,o.substance
+    ,o.fs_line          --master data 
+    ,o.r_currency          --history cust mix
+    ,o.r_rate          --master data 
+    ,o.c_currency          --master data 
+    ,o.c_rate          --master data 
+    --,o.units
+    ,0::numeric units
+    ,greatest(
+        round(least(
+            least(
+                COALESCE(a.py_asp,o.price_loc),
+                COALESCE(a.py_gasp,a.target)
+            ) * (1 + a.rate),
+            (a.jcprice->>0)::numeric
+        )*o.units - o.value_loc,2)
+    ,0) AS value_loc
+    ,greatest(
+        round((least(
+            least(
+                COALESCE(a.py_asp,o.price_loc),
+                COALESCE(a.py_gasp,a.target)
+            ) * (1 + a.rate),
+            (a.jcprice->>0)::numeric
+        )*o.units - o.value_loc) * r_rate,2)
+    ,0) AS value_usd
+    ----debug---
+    --,least(
+    --    least(
+    --        COALESCE(a.py_asp,o.price_loc),
+    --        COALESCE(a.py_gasp,a.target)
+    --    ) * (1 + a.rate),
+    --    (a.jcprice->>0)::numeric
+    --) AS rev_price
+    --,o.units
+    --,o.value_loc
+    --,o.value_usd
+    --,o.price_loc
+    --,a.last_price
+    --,a.target
+    --,a.jcprice
+    --,a.rate
+    --,a.py_asp
+    --,a.py_gasp
+    -----------
+    ,0::numeric cost_loc
+    ,0::numeric cost_usd
+    ,o.calc_status          --0 
+    ,o.flag          --0 
+    ,o.order_date          --history date mix
+    ,o.order_month
+    ,o.order_season
+    ,o.request_date          --history date mix
+    ,o.request_month
+    ,o.request_season
+    ,o.ship_date          --history date mix
+    ,o.ship_month
+    ,o.ship_season
+    --,o.version
+    ---this iteration has to be listed in the master template file in order to be effectively included---
+    ,'b22' AS version
+    ,'upload price' iter
+    ,log.id
+    ,COALESCE(log.doc->>'tag','') "tag"
+    ,log.doc->>'message' "comment"
+    ,log.doc->>'type' module
+    -----------debug columns---------
+    --,value_usd/units price
     --,a.py_gasp
     --,a.rate
     --,a.last_price
     --,a.price_increment
---    FROM
+FROM
---        poolprice p
+    collapse o
---        ,adj a
+    --need to join to itemm to get the product from osm_pool
---    WHERE
+    --,fcp a 
---        a.product = p.product
+    ,pivot a
---        AND a.account = p.billto_group
+    ,log
---        AND a.shipgrp = p.shipto_group
+WHERE
---)
+    --    a.productt = o.productt
---SELECT * FROM pooladj WHERE product ~ 'STG06000' AND shipto_group = 'BWI' limit 100
+    --AND a.quota_rep_descr = o.quota_rep_descr
-----SELECT * FROM poolprice WHERE product ~ 'TCA06600' AND shipto_group = 'BWI' AND quota_rep_descr = 'BRYAN HILL' LIMIT 1000
+    --AND a.majg = SUBSTRING(o.majg_descr,1,3)
----------------build the iteration rows----------------
+    --AND a.billto_group = o.billto_group
-----,ins AS (
+    --AND a.shipto_group = o.shipto_group
-----SELECT
+    --AND a.chgrp = substring(o.chan,1,1)
-----     o.fspr
+    ---only apply to 2022 orders----
-----    ,o.plnt          ---master data 
+    ---join p
-----    ,o.promo          --history date mix
+        a.productt               = o.productt
-----    ,o.terms
+    AND a.majg                   = SUBSTRING(o.majg_descr,1,3)
-----    ,o.bill_cust_descr          --history cust mix
+    AND a.chgrp                  = substring(o.chan,1,1)
-----    ,o.ship_cust_descr          --history cust mix
+    AND a.account                = o.billto_group
-----    ,o.dsm
+    AND a.shipgrp                = o.shipto_group
-----    ,o.quota_rep_descr          --master data 
+    AND o.order_date >= '2021-06-01'
-----    ,o.director
+    AND o.segm <> 'Retail'
-----    ,o.billto_group          --master data 
+)
-----    ,o.shipto_group
+--SELECT order_season, order_month, sum(value_usd) from ins group by order_season, order_month;
-----    ,o.chan          --master data 
+INSERT INTO rlarp.osm_pool SELECT * FROM ins;
-----    ,o.chansub
+-----------aggregate the impact------------
-----    ,o.chan_retail
+
-----    ,o.part
+COMMIT;
-----    ,o.part_descr
-----    ,o.part_group
-----    ,o.branding
-----    ,o.majg_descr
-----    ,o.ming_descr
-----    ,o.majs_descr
-----    ,o.mins_descr
-----    ,o.segm
-----    ,o.substance
-----    ,o.fs_line          --master data 
-----    ,o.r_currency          --history cust mix
-----    ,o.r_rate          --master data 
-----    ,o.c_currency          --master data 
-----    ,o.c_rate          --master data 
-----    ,0::numeric units
-----    ,ROUND(o.units * (a.price_increment/o.r_rate),2) value_loc
-----    ,ROUND(o.units * a.price_increment,2) value_usd
-----    ,0::numeric cost_loc
-----    ,0::numeric cost_usd
-----    ,o.calc_status          --0 
-----    ,o.flag          --0 
-----    ,o.order_date          --history date mix
-----    ,o.order_month
-----    ,o.order_season
-----    ,o.request_date          --history date mix
-----    ,o.request_month
-----    ,o.request_season
-----    ,o.ship_date          --history date mix
-----    ,o.ship_month
-----    ,o.ship_season
-----    ,o.version
-----    ---this iteration has to be listed in the master template file in order to be effectively included---
-----    ,'upload price' iter
-----    ,log.id
-----    ,COALESCE(log.doc->>'tag','') "tag"
-----    ,log.doc->>'message' "comment"
-----    ,log.doc->>'type' module
-----    -----------debug columns---------
-----    --,value_usd/units price
-----    --,a.py_gasp
-----    --,a.rate
-----    --,a.last_price
-----    --,a.price_increment
-----FROM
-----    rlarp.osm_pool o
-----    ,rlarp.itemmv i
-----    ,adj a 
-----    ,log
-----WHERE
-----    i.item = o.part
-----    AND a.product = i.stlc||'.'||i.colgrp||substring(i.sizc,1,3)
-----    AND a.account = o.billto_group
-----    AND a.shipgrp = o.shipto_group
-----    AND a.price_increment <> 0
-----    AND o.units <> 0
-----    ---only apply to 2022 orders----
-----    AND o.order_date >= '2021-06-01'
-----    --only include baseline stuff---
-----    AND iter <> 'upload price'
-----)
----------------aggregate the impact------------
-------SELECT * FROM ins limit 10000
-------SELECT
-------    order_season
-------    ,sum(value_loc) val_loc
-------    ,sum(value_usd) val_usd
-------FROM
-------    ins
-------GROUP BY
-------    order_season;
-----,del AS (
-----    DELETE FROM rlarp.osm_pool WHERE iter = 'upload price' RETURNING *
-----)
-----INSERT INTO
-----    rlarp.osm_pool
-----SELECT * FROM ins;
-----
-----COMMIT;