dont load anything to staged forecast that has "actuals" in it

build/build_forecast.sql

@@ -1,33 +1,18 @@
 -- Connection: usmidsap01.ubm
 --\timing
+
+/*----------------------------------------------------------------------------------------
+1. copy existing actuals for the current season (which is incomplete)
+    * for example 6/1/22 -> 3/7/23
+2. fill out a full year of history by going back 2 years to get 3/8/22 -> 5/31/22
+3. stack the results of 1 & 2 and increment all rows by 1 year
+*/----------------------------------------------------------------------------------------
+
 TRUNCATE TABLE rlarp.osmf;
 
 INSERT INTO rlarp.osmf
 WITH
-gld AS (
+baseline AS (
-    SELECT
-        N1COMP COMP
-        ,N1CCYY FSYR
-        ,KPMAXP PERDS
-        ,N1FSPP PERD
-        ,to_char(N1FSYP,'FM0000') FSPR
-        ,N1SD01 SDAT
-        ,N1ED01 EDAT
-        ,to_char(N1ED01,'yymm') CAPR
-        ,N1ED01 - N1SD01 +1 NDAYS
-        ,CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(YEAR FROM N1ED01) + 1 ELSE EXTRACT(YEAR FROM N1ED01) END SSYR
-        ,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5  ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'00') SSPR
-    FROM
-        LGDAT.GLDATREF
-        INNER JOIN LGDAT.GLDATE ON
-            KPCOMP = N1COMP AND
-            KPCCYY = N1CCYY
-    WHERE
-        N1COMP = 93
-        --AND DIGITS(N1FSYP) = '1901'
-)
---SELECT * FROM gld
-,baseline AS (
     SELECT
         -----------documents-------------
         null::int "ddord#"
@@ -137,15 +122,15 @@ gld AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat) sdate
         ,ss.ssyr sseas
-        ,'15mo' "version"
+        ,'b23' "version"
         ,'actuals' iter
     FROM
         rlarp.osm o
         --snap the ship dates of the historic fiscal period
-        LEFT OUTER JOIN gld ON
+        LEFT OUTER JOIN rlarp.gld ON
             gld.fspr = o.fspr
         --get the shipping season for open orders based on the snapped date
-        LEFT OUTER JOIN gld ss ON
+        LEFT OUTER JOIN rlarp.gld ss ON
             greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
     WHERE
         (
@@ -295,19 +280,23 @@ gld AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat)  + interval '1 year' sdate
         ,ss.ssyr  sseas
-        ,'actuals' "version"
+        ,'b23' "version"
         ,'actuals_plug' iter
     FROM
         rlarp.osm o
-        LEFT OUTER JOIN gld ON
+        LEFT OUTER JOIN rlarp.gld ON
             gld.fspr = o.fspr
-        LEFT OUTER JOIN gld ss ON
+        LEFT OUTER JOIN rlarp.gld ss ON
             greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat
     WHERE
         o.odate BETWEEN '2022-03-01' AND '2022-05-31'
         AND fs_line = '41010'
         AND calc_status <> 'CANCELED'
-        ------exclude actuals for now and use forecast to get the plug for the rest of the year
+        AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+        --OR (
+        --    (o.fspr BETWEEN '2209' AND '2212' OR o.fspr = '0000') 
+        --    AND o.sdate BETWEEN '2022-03-01' AND '2022-05-31'
+        --)
         AND version = 'ACTUALS'
     GROUP BY
         o.fspr
@@ -443,13 +432,13 @@ gld AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat) sdate
         ,ss.ssyr  sseas
-        ,'actuals' "version"
+        ,'b23' "version"
         ,'forecast_plug' iter
     FROM
         rlarp.osmp o
-        LEFT OUTER JOIN gld ON
+        LEFT OUTER JOIN rlarp.gld ON
             gld.fspr = o.fspr
-        LEFT OUTER JOIN gld ss ON
+        LEFT OUTER JOIN rlarp.gld ss ON
             greatest(least(o.sdate,gld.edat),gld.sdat)  BETWEEN ss.sdat AND ss.edat
     WHERE
         false
@@ -479,6 +468,7 @@ gld AS (
         ,greatest(least(o.sdate,gld.edat),gld.sdat)
         ,ss.ssyr
 )
+----------increment the baseline selection---------------------
 ,incr AS (
 SELECT
     o."ddord#"
@@ -589,8 +579,8 @@ SELECT
     ,'copy' iter
 FROM
     baseline o
-    LEFT OUTER JOIN gld ON
+    LEFT OUTER JOIN rlarp.gld ON
-        o.sdate + interval '1 year' BETWEEN gld.sdat and gld.edat
+        (o.sdate + interval '1 year') BETWEEN gld.sdat and gld.edat
 WHERE
     o.odate + interval '1 year' >= '2023-06-01'
 )

build/convert_pool_all.sql

@@ -127,7 +127,7 @@ SELECT
 FROM
     rlarp.osm_pool
 WHERE
-    version <> 'actuals';
+    substring(iter,1,7) <> 'actuals';
 
 -------need to set item master values before other things-----------
 UPDATE