build/build_pool.sql

@@ -22,7 +22,6 @@ repc AS (
 	WHERE
 		C.A2 = 'MM'
 )
---select * from repc
 ,SEG AS (
     SELECT
         GLEC
@@ -47,22 +46,17 @@ repc AS (
             ('9TO','Other')
         ) X(GLEC, SEGM)
 )
---select * from seg
 ----------------------------------------------------sales major codes----------------------------------------------------------------------------------------------------------------------------------
 ,SJ AS (
     SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') = ''
 )
---select * from sj
 ----------------------------------------------------sales minor codes----------------------------------------------------------------------------------------------------------------------------------
 ,SI AS (
     SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') <> ''
 )
---select * from si
 ,logload AS (
     INSERT INTO rlarp.osm_log (doc) SELECT jsonb_build_object('user',current_user,'tag','1+11','type','build_pool','stamp',current_timestamp,'source','top level','message','don''t undo') RETURNING *
 )
---select * from logload 
-,loadset AS (
 SELECT
     fspr
     ,plnt
@@ -180,8 +174,7 @@ FROM
         seg.glec = o.glec
     LEFT OUTER JOIN rlarp.itemm i ON
         i.item = o.part
-)
+    --LIMIT 100
-SELECT * FROM loadset
 ) WITH DATA;
 
 

build/build_pullforward.sql

@@ -77,191 +77,15 @@ tdr AS (
         ,p.part_group
         ,p.order_date
         ,p.ship_date
-        ,round(p.plan_units,2) plan_units
+        ,p.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
+        ,SUM(p.plan_units) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date) plan_units_agg
-        ,round(SUM(p.plan_units) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ),2) plan_units_tot
+        ,p.diff_units
-        --,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
+        ,SUM(p.diff_units) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date) diff_units_agg
-        ,round(COALESCE(p.diff_units,0) + coalesce(p.plan_units,0),2) net_units
+        ,p.booked
-        ,round(SUM(COALESCE(p.plan_units,0) + COALESCE(p.diff_units,0)) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group),2) net_units_tot
-        --,round(p.booked,2) booked
     FROM
         planned p
+        
 )
----flag any rows where 
+SELECT * FROM plan_ranked LIMIT 1000;
-,eval AS (
+
-    SELECT
-         p.billto_group
-        ,p.shipto_group
-        ,p.part_group
-        ,p.order_date
-        ,p.ship_date
-        ,p.plan_units
-        ,p.plan_rolling
-        ,p.plan_units_tot
-        --,p.net_units_agg
-        ,p.net_units_tot
-        ,p.net_units
-        --,p.booked
-        ,plan_rolling <= (p.net_units_tot - p.plan_units_tot + plan_units) flag
-        --,CASE WHEN (p.plan_units_agg - p.plan_units) > p.booked AND p.plan_units_agg <= p.booked * 2 THEN true ELSE false END remove
-    FROM
-        plan_ranked p
-)
---select * from eval limit 10000
-----------------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 *
-)
-,remove AS (
-    SELECT
-         o.fspr
-        ,o.plnt           
-        ,o.promo          
-        ,o.terms
-        ,o.bill_cust_descr
-        ,o.ship_cust_descr
-        ,o.dsm
-        ,o.quota_rep_descr
-        ,o.director
-        ,o.billto_group   
-        ,o.shipto_group
-        ,o.chan          
-        ,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         
-        ,o.r_currency      
-        ,o.r_rate          
-        ,o.c_currency      
-        ,o.c_rate          
-        ,round(-sum(o.units    ),2) units
-        ,round(-sum(o.value_loc),2) value_loc
-        ,round(-sum(o.value_usd),2) value_usd
-        ,round(-sum(o.cost_loc ),2) cost_loc
-        ,round(-sum(o.cost_usd ),2) cost_usd
-        ,o.calc_status   
-        ,o.flag          
-        ,o.order_date    
-        ,o.order_month
-        ,o.order_season
-        ,o.request_date  
-        ,o.request_month
-        ,o.request_season
-        ,o.ship_date     
-        ,o.ship_month
-        ,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
-    FROM
-        rlarp.osm_pool o
-        INNER JOIN eval e ON
-            e.billto_group = o.billto_group AND
-            e.shipto_group = o.shipto_group AND 
-            e.part_group   = o.part_group   AND 
-            e.order_date   = o.order_date   AND 
-            e.ship_date    = o.ship_date    
-        --CROSS JOIN log
-    WHERE
-        e.flag
-    GROUP BY
-         o.fspr
-        ,o.plnt           
-        ,o.promo          
-        ,o.terms
-        ,o.bill_cust_descr
-        ,o.ship_cust_descr
-        ,o.dsm
-        ,o.quota_rep_descr
-        ,o.director
-        ,o.billto_group   
-        ,o.shipto_group
-        ,o.chan          
-        ,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       
-        ,o.r_currency    
-        ,o.r_rate        
-        ,o.c_currency    
-        ,o.c_rate        
-        ,o.calc_status   
-        ,o.flag          
-        ,o.order_date    
-        ,o.order_month
-        ,o.order_season
-        ,o.request_date  
-        ,o.request_month
-        ,o.request_season
-        ,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
-    -----some bad forecast swings, if one is removed it's wacky
-    -----cap at -1,000,000
-    HAVING
-        round(-sum(o.value_loc),2) > -1000000
-)
-INSERT INTO rlarp.osm_pool SELECT * FROM remove;
--------sorted pull-forward scenarios------
---SELECT 
---    billto_group,
---    shipto_group,
---    part_group,
---    order_date,
---    ship_date,
---    SUM(value_usd)
---FROM 
---    remove 
---GROUP BY 
---    billto_group,
---    shipto_group,
---    part_group,
---    order_date,
---    ship_date
---ORDER BY
---    sum(value_usd) asc
---LIMIT 1000
------pull-forward by month-----
---SELECT 
---    order_season, 
---    order_month, 
---    SUM(value_usd) 
---FROM 
---    remove 
---GROUP BY 
---    order_season
---    order_month
 --ROLLBACK;

inquirey/months.sql

@@ -3,15 +3,13 @@ SELECT
     ,SUM(value_usd) FILTER (WHERE order_season = 2021 AND iter = 'plan') plan2021
     ,SUM(value_usd) FILTER (WHERE order_season = 2022 AND iter = 'plan') plan2022
     ,SUM(value_usd) FILTER (WHERE order_season = 2021 AND iter = 'diff') diff2021
-    ,SUM(value_usd) FILTER (WHERE order_season = 2021 AND iter = 'diff') diff2021
+    ,SUM(value_usd) FILTER (WHERE order_season = 2022 AND iter = 'diff') diff2022
-    ,SUM(value_usd) FILTER (WHERE order_season = 2022 AND iter = 'pf') pf2022
-    ,SUM(value_usd) FILTER (WHERE order_season = 2022 AND iter = 'pf') pf2022
     ,SUM(value_usd) FILTER (WHERE order_season = 2021 AND iter = 'actuals') act2021
     ,SUM(value_usd) FILTER (WHERE order_season = 2022 AND iter = 'actuals') act2022
 FROM
     rlarp.osm_pool
 WHERE
     order_season IN (2021,2022)
-    --AND quota_rep_descr = 'COLIN MAXWELL'
+    AND quota_rep_descr = 'COLIN MAXWELL'
 GROUP BY
     order_month

inquirey/osmf_months.sql

@@ -1,15 +0,0 @@
-SELECT
-    to_char(CASE WHEN extract(month FROM o.odate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.odate),'FM00')||' - '||to_char(o.odate,'TMMon') order_month
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2021 AND iter = 'plan'),0) plan2021
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2022 AND iter = 'plan'),0) plan2022
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2021 AND iter = 'diff'),0) diff2021
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2022 AND iter = 'diff'),0) diff2022
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2021 AND iter = 'actuals'),0) act2021
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2022 AND iter = 'actuals'),0) act2022
-FROM
-    rlarp.osmfs_dev o
-WHERE
-    oseas IN (2021,2022)
-    --AND quota_rep_descr = 'COLIN MAXWELL'
-GROUP BY
-    to_char(CASE WHEN extract(month FROM o.odate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.odate),'FM00')||' - '||to_char(o.odate,'TMMon')