.gitignore

@@ -10,4 +10,3 @@ changes.html
 *.log
 /.dbeaver
 .project
-/.settings

README.md

@@ -1,19 +1,54 @@
-This will not work without exactly the right database schema which is out of scope. this is only the running process part of the forecast.
+Special concepts
-
+* relationships betwen dates (order, request, ship) and apply that mix to a new month
-## Setup
+* 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
-* git clone (to //opt for verbatim use of the .service file)
+* pricing and units
-* `npm install`
+
-* create certs: `chmod 700 create_certs.sh` , `./create_certs.sh`
+Slowness Options
-* clone sample env `cp .env.sample .env` and specify 1) database creds 2) working directory 3) listening port
+* move json to a separate table and the change can be marked with a sequence
-* run: `node index.js`
+* have the data actually be a query from the database
-* navigate to `https://localhost:8080/` to valide it's connectable
+* reduce number of columns in fc_pool
-* open the spreadsheet and specify the target connection
+
-
+Discussion
-additionally, to setup as service
+* special look at Mar-Apr sales since it is being copied from plan or older data
-* copy .service file to //etc/systemd/system/ (adjust user/working direct if needed)
+  - [ ] at the end of March, we will swap out the budget from March with actuals and re-forecast
-* `sudo systemctl enable forecast_api.service`
+  - [ ] need to think through how to overlay actuals into the budget
-
+* last price paid snap - preload
-## Initial Forecast
+  - [ ] dont do this
-
+* FX - currently nothing loaded
-* all SQL depends on unchanged core sales matrix table schema
+  - [ ] 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
+
+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

build/act_to_fcst/exec_actual_to_forecast.sql

@@ -0,0 +1,2 @@
+DELETE FROM rlarp.osmf_dev WHERE dsm = 'PW';
+INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev;

build/act_to_fcst/merge_actuals_pool.sql

@@ -0,0 +1,163 @@
+BEGIN;
+
+DELETE FROM rlarp.osm_pool WHERE quota_rep_descr = 'PW';
+
+INSERT INTO rlarp.osm_pool
+WITH
+repc AS (
+    SELECT
+        LTRIM(RTRIM(C.A9)) RCODE
+        ,C.A30 REPP
+        ,COALESCE(Q.DIR,'Other') DIRECTOR
+    FROM
+        LGDAT.CODE C
+        LEFT OUTER JOIN RLARP.QRH Q ON
+            Q.QR = LTRIM(RTRIM(C.A9))
+    WHERE
+        C.A2 = 'MM'
+)
+,SEG AS (
+    SELECT
+        GLEC
+        ,SEGM
+    FROM
+        (
+            VALUES
+            ('1CU','Retail'),
+            ('1GR','Greenhouse'),
+            ('1NU','Nursery'),
+            ('1RE','Retail'),
+            ('2WI','Greenhouse'),
+            ('3BM','Other'),
+            ('3CO','Other'),
+            ('3PE','Other'),
+            ('3PP','Other'),
+            ('4CO','Other'),
+            ('4RA','Other'),
+            ('9MI','Other'),
+            ('9SA','Other'),
+            ('9TO','Other')
+        ) X(GLEC, SEGM)
+)
+----------------------------------------------------sales major codes----------------------------------------------------------------------------------------------------------------------------------
+,SJ AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') = ''
+)
+----------------------------------------------------sales minor codes----------------------------------------------------------------------------------------------------------------------------------
+,SI AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') <> ''
+)
+SELECT
+    fspr
+    ,plnt
+    ,promo
+    ,terms
+    ,bill_cust||' - '||bc.bvname bill_cust_descr
+    ,ship_cust||' - '||sc.bvname ship_cust_descr
+    ,dsm
+    ,coalesce(repc.repp,dsm) quota_rep_descr
+    ,repc.director
+    ,account billto_group
+    ,shipgrp shipto_group
+    ,chan
+    ,chansub
+    ,CASE seg.segm
+        WHEN 'Retail' THEN
+            CASE o.bill_class
+                WHEN 'RMAS' THEN 'MASS' 
+                WHEN 'RNAT' THEN 'NATIONAL' 
+                ELSE 'OTHER' 
+            END
+        ELSE o.chan
+    END chan_retail     
+    ,part
+    ,part||coalesce(' - '||i.descr,'') part_descr
+    ,stlcd part_group
+    ,brnd branding
+    ,o.majg||' - '||i.majgd majg_descr
+    ,o.ming||' - '||i.mingd ming_descr
+    ,o.majs||' - '||i.majsd majs_descr
+    ,o.mins||' - '||i.minsd mins_descr
+    ,seg.segm
+    ,CASE WHEN o.majg = '610' THEN 'Fiber' ELSE 'Plastic' END substance
+    ,fs_line
+    ,r_currency
+    ,r_rate
+    ,c_currency
+    ,c_rate
+    ,fb_qty units
+    ,fb_val_loc value_loc
+    ,fb_val_loc * r_rate value_usd
+    ,fb_cst_loc_cur cost_loc
+    ,fb_cst_loc_cur * c_rate cost_usd
+    ,calc_status
+    ,flag
+    ,o.odate order_date
+    ,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
+    ,oseas order_season
+    ,rdate request_date
+    ,to_char(CASE WHEN extract(month FROM o.rdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.rdate),'FM00')||' - '||to_char(o.rdate,'TMMon') request_month
+    ,rseas request_season
+    ,sdate ship_date
+    ,to_char(CASE WHEN extract(month FROM o.sdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.sdate),'FM00')||' - '||to_char(o.sdate,'TMMon') ship_month
+    ,sseas ship_season
+    ,version
+    ,iter
+    ,logload.id logid
+    ,logload.doc->>'tag' tag
+    ,logload.doc->>'message' "comment"
+    ,logload.doc->>'type' module
+FROM
+    rlarp.osmfs_dev o
+    INNER JOIN rlarp.osm_log logload ON
+        logload.id = 1
+    LEFT OUTER JOIN lgdat.cust bc ON
+        bc.bvcust = o.bill_cust
+    LEFT OUTER JOIN lgdat.cust sc ON
+        sc.bvcust = o.ship_cust
+    LEFT OUTER JOIN repc ON
+        repc.rcode = o.dsm
+    /*
+    LEFT OUTER JOIN lgdat.majg ON
+        bqgrp = o.majg
+    LEFT OUTER JOIN lgdat.mmgp ON
+        brmgrp = o.ming
+        AND BRGRP = o.majg
+    LEFT OUTER JOIN si ON
+        si.bsmjcd = o.majs
+        AND si.bsmncd = o.mins
+    LEFT OUTER JOIN sj ON
+        sj.bsmjcd = o.majs
+    */
+    LEFT OUTER JOIN seg ON
+        seg.glec = o.glec
+    LEFT OUTER JOIN rlarp.itemm i ON
+        i.item = o.part
+WHERE
+    dsm = 'PW';
+
+/*
+SELECT
+    "version",
+    iter,
+    order_season,
+    order_month ,
+    sum(value_usd ) value_usd
+FROM
+    RLARP.osm_pool op 
+WHERE
+    --oseas = 2020
+    fs_line = '41010'
+    --AND odate < '2020-04-01'
+    AND CALC_STATUS <> 'CANCELED'
+    AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+GROUP BY 
+    "version",
+    iter,
+    order_season,
+    order_month;
+*/  
+    
+--ROLLBACK;
+
+commit;

build/act_to_fcst/snap_cost_current.sql

@@ -0,0 +1,43 @@
+BEGIN; 
+
+WITH
+plist AS (
+    SELECT DISTINCT
+        part
+        ,plnt
+    FROM
+        rlarp.osmfs_dev
+        -----prevent a list of fake parts
+        INNER JOIN lgdat.stka ON
+            v6part = part
+            AND v6plnt = plnt
+)
+,clist AS (
+    SELECT
+        p.part
+        ,p.plnt
+        ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs) stdcost
+    FROM
+        plist p
+        LEFT OUTER JOIN lgdat.icstm im ON
+            im.cgpart = p.part
+            AND im.cgplnt = p.plnt
+        LEFT OUTER JOIN lgdat.icstp ip ON
+            ip.chpart = p.part
+            AND ip.chplnt = p.plnt
+        LEFT OUTER JOIN lgdat.icstr ir ON
+            ir.y0part = p.part
+            AND ir.y0plnt = p.plnt
+)
+UPDATE
+    rlarp.osmfs_dev o
+SET
+    fb_cst_loc_cur = c.stdcost * o.fb_qty
+FROM
+    clist c
+WHERE
+    c.part = o.part
+    AND  c.plnt = o.plnt;
+    --AND version = 'b21';
+
+commit;

build/act_to_fcst/snap_customer.sql

@@ -0,0 +1,209 @@
+----------------------------SET BILL-TO REP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV S
+SET
+    BILL_REP = C.BVSALM
+    ,BILL_CLASS = C.BVCLAS
+    ,BILL_TERR = C.BVTERR
+    ,BILL_CTRY = C.bvctry 
+    ,bill_prov = C.bvprcd
+    ,bill_post = C.bvpost
+    ,remit_to = c.bvcomp
+    ,ACCOUNT = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = S.BILL_CUST
+    AND (
+        COALESCE(S.BILL_REP,'') <> C.BVSALM 
+        OR COALESCE(S.BILL_CLASS,'') <> C.BVCLAS 
+        OR COALESCE(S.BILL_TERR,'') <> C.BVTERR
+        OR COALESCE(BILL_CTRY,'') <> C.bvctry 
+        OR COALESCE(bill_prov,'') <> C.bvprcd
+        OR COALESCE(bill_post,'') <> C.bvpost
+        OR COALESCE(remit_to,'') <> c.bvcomp::text
+    );
+    
+----------------------------SET SHIP-TO REP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV S
+SET
+    SHIP_REP = C.BVSALM
+    ,SHIP_CLASS = C.BVCLAS
+    ,SHIP_TERR = C.BVTERR
+    ,dest_CTRY = C.bvctry 
+    ,dest_prov = C.bvprcd
+    ,dest_post = C.bvpost 
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = S.SHIP_CUST
+    AND (
+        COALESCE(S.SHIP_REP,'') <> C.BVSALM 
+        OR COALESCE(S.SHIP_CLASS,'') <> C.BVCLAS 
+        OR COALESCE(S.SHIP_TERR,'') <> C.BVTERR
+        OR COALESCE(dest_CTRY,'') <> C.bvctry 
+        OR COALESCE(dest_prov,'') <> C.bvprcd
+        OR COALESCE(dest_post,'') <> C.bvpost 
+    );
+
+----------------------------SET BILLTO GROUP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV O
+SET
+    ACCOUNT = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = O.BILL_CUST
+    AND coalesce(account,'') <> CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END;
+    
+
+
+----------------------------SET SHIPTO GROUP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV O
+SET
+    SHIPGRP = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = O.SHIP_CUST
+    AND CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END <> COALESCE(O.SHIPGRP,'');
+
+
+---------------------------SET CHANNEL-----------------------------------------
+
+
+UPDATE
+    rlarp.osmfs_dev
+SET
+    CHAN =  CASE SUBSTRING(BILL_CLASS,2,3) 
+                --if the bill to class is ditsributor, then it's either warehouse or drop
+                WHEN 'DIS' THEN
+                    --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                    CASE SUBSTRING(SHIP_CLASS,2,3)
+                        WHEN 'DIS' THEN 'WHS'
+                        ELSE 'DRP'
+                    END
+                    --CASE WHEN RTRIM(SUBSTRING(LTRIM(SC.BVADR7)||SC.BVNAME,1,30)) = RTRIM(SUBSTRING(LTRIM(BC.BVADR7)||BC.BVNAME,1,30)) THEN 'DIS' ELSE 'DRP' END
+                --everything else does not involve a distributor and is considered direct
+                ELSE 'DIR'
+            END,
+    CHANSUB =   CASE SUBSTRING(BILL_CLASS,2,3) 
+                    WHEN 'DIS' THEN
+                        --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                        CASE SUBSTRING(SHIP_CLASS,2,3)
+                            WHEN 'DIS' THEN 'WHS'
+                            ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
+                        END
+                    WHEN 'MAS' THEN 'RMN'
+                    WHEN 'NAT' THEN 'RMN'
+                    ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
+                END
+WHERE
+        COALESCE(CHAN,'') <>  CASE SUBSTRING(BILL_CLASS,2,3) 
+                --if the bill to class is ditsributor, then it's either warehouse or drop
+                WHEN 'DIS' THEN
+                    --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                    CASE SUBSTRING(SHIP_CLASS,2,3)
+                        WHEN 'DIS' THEN 'WHS'
+                        ELSE 'DRP'
+                    END
+                    --CASE WHEN RTRIM(SUBSTRING(LTRIM(SC.BVADR7)||SC.BVNAME,1,30)) = RTRIM(SUBSTRING(LTRIM(BC.BVADR7)||BC.BVNAME,1,30)) THEN 'DIS' ELSE 'DRP' END
+                --everything else does not involve a distributor and is considered direct
+                ELSE 'DIR'
+            END
+        OR
+        COALESCE(CHANSUB,'') <> CASE SUBSTRING(BILL_CLASS,2,3) 
+                    WHEN 'DIS' THEN
+                        --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                        CASE SUBSTRING(SHIP_CLASS,2,3)
+                            WHEN 'DIS' THEN 'WHS'
+                            ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
+                        END
+                    WHEN 'MAS' THEN 'RMN'
+                    WHEN 'NAT' THEN 'RMN'
+                    ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
+                END;
+
+
+---------------------------SET QUOTA REP---------------------------------------
+
+
+UPDATE
+    RLARP.OSMFS_DEV S
+SET
+    DSM = CR.QUOTA_REP
+FROM
+(
+    SELECT DISTINCT
+        VERSION,
+        COALESCE(GLEC,'') GLEC,
+        COALESCE(MING,'') MING,
+        BILL_CUST,
+        SHIP_CUST,
+        ------------quota rep column--------------
+        RTRIM( 
+            --retail items go to currep, or if null go to 90005
+            CASE WHEN S.GLEC IN ('1RE','1CU') THEN
+                CASE WHEN BVCTRY = 'CAN' THEN
+                    --Rachel Bowman
+                    '50300'
+                ELSE
+                    --select customers go to select reps
+                    CASE ACCOUNT
+                        ------Alecia Latini-------------------------------
+                        WHEN 'DO IT BEST' THEN '90006'
+                        WHEN 'ACE HARDWARE' THEN '90006'
+                        WHEN 'ALDI' THEN '90006'
+                        WHEN 'AMAZON.COM' THEN '90006'
+                        WHEN 'GARDEN RIDGE CORP' THEN '90006' --AKA "At Home"
+                        WHEN 'TRUE VALUE' THEN '90006'
+                        WHEN 'WAYFAIR' THEN '90006'
+                        WHEN 'GRIFFIN' THEN '90006'
+                        WHEN 'WAL-MART' THEN '90006'
+                        ------Tony Landino--------------------------------
+                        WHEN 'THE HOME DEPOT' THEN '50802'
+                        WHEN 'FRED MEYER' THEN '50802'
+                        WHEN 'MENARDS' THEN '50802'
+                        WHEN 'KROGER' THEN '50802'
+                        WHEN 'OCEAN STATE JOBBERS' THEN '50802'
+                        WHEN 'AURORA WHOLESALE' THEN '50802'
+                        WHEN 'LEON KORRAL' THEN '50802'
+                        --all other retail goes to Doran Marable-----------
+                        ELSE '50200'
+                    END
+                END
+                --minor group b52 goes to dedicated rep
+            ELSE
+                CASE WHEN MING = 'B52' THEN 
+                    'PW'
+                --gdir, ndir go to bill-to rep
+                ELSE 
+                    CASE WHEN BILL_CLASS IN ('GDIR','NDIR') THEN 
+                        BILL_REP
+                    ELSE
+                        SHIP_REP
+                    END
+                END
+            END
+        ) QUOTA_REP
+    FROM 
+        RLARP.OSMFS_DEV S
+        LEFT OUTER JOIN LGDAT.CUST ON
+          BVCUST = BILL_CUST
+    WHERE
+        COALESCE(GLEC,'') IS NOT NULL
+    ) CR
+WHERE
+    CR.VERSION = S.VERSION
+    AND CR.GLEC = COALESCE(S.GLEC,'')
+    AND CR.MING = COALESCE(S.MING,'')
+    AND CR.BILL_CUST = S.BILL_CUST 
+    AND CR.SHIP_CUST = S.SHIP_CUST
+    AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;

build/act_to_fcst/snap_fspr.sql

@@ -0,0 +1,30 @@
+UPDATE
+    rlarp.osmfs_dev f
+SET
+    fspr = gld.fspr
+FROM
+    (
+        SELECT 
+            N1COMP COMP
+            ,N1CCYY FSYRq
+            ,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'
+    ) gld
+WHERE
+    f.sdate BETWEEN gld.sdat AND gld.edat
+    AND coalesce(f.fspr,'') <> gld.fspr;

build/act_to_fcst/snap_fx.sql

@@ -0,0 +1,9 @@
+------------update fx rates-----------------------------------------------------------------
+UPDATE rlarp.osmf_dev SET r_rate = .7518 WHERE r_currency = 'CA' AND version = 'b21';
+UPDATE rlarp.osmf_dev SET r_rate = 1.0000 WHERE r_currency = 'US' AND version = 'b21';
+UPDATE rlarp.osmf_dev SET c_rate = .7518 WHERE c_currency = 'CA' AND version = 'b21';
+UPDATE rlarp.osmf_dev SET c_rate = 1.0000 WHERE c_currency = 'US' AND version = 'b21';
+UPDATE rlarp.osm_pool SET r_rate = .7518 WHERE r_currency = 'CA' AND version = 'b21';
+UPDATE rlarp.osm_pool SET value_usd = value_loc * r_rate WHERE r_currency = 'CA' AND version = 'b21';
+UPDATE rlarp.osm_pool SET c_rate = .7518 WHERE c_currency = 'CA' AND version = 'b21';
+UPDATE rlarp.osm_pool SET cost_usd = cost_loc * c_rate WHERE c_currency = 'CA' AND version = 'b21';

build/act_to_fcst/snap_itemm.sql

@@ -0,0 +1,27 @@
+UPDATE
+    RLARP.OSMFS_DEV O
+SET
+    COLC = M.COLC
+    ,COLGRP = M.COLGRP
+    ,COLTIER = M.COLTIER
+    ,COLSTAT = M.COLSTAT
+    ,SIZC = M.SIZC
+    ,PCKG = M.PACKAGE
+    ,KIT = M.KIT
+    ,BRND = M.BRANDING
+    ,MAJG = M.MAJG
+    ,MING = M.MING
+    ,MAJS = M.MAJS
+    ,MINS = M.MINS
+    ,GLDC = M.GLCD
+    ,GLEC = M.GLEC
+    ,HARM = M.HARM
+    ,CLSS = M.CLSS
+    ,BRAND = M.BRAND
+    ,ASSC = M.ASSC
+    ,LBS = CASE M.NWUN WHEN 'KG' THEN 2.2046 ELSE 1 END*M.NWHT
+    ,UNTI = M.UNTI
+FROM
+    RLARP.ITEMM M
+WHERE
+    M.ITEM = O.PART

build/act_to_fcst/stage_act_to_forecast.sql

@@ -0,0 +1,299 @@
+--\timing
+truncate table rlarp.osmfs_dev;
+
+WITH
+gld 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#"
+        ,null::int "dditm#"
+        ,null::int "fgbol#"
+        ,null::int "fgent#"
+        ,null::int "diinv#"
+        ,null::int "dilin#"
+        ,null::int quoten
+        ,null::int quotel
+        ----------dates/status------------------
+        ,o.odate dcodat
+        ,o.rdate ddqdat
+        ,null::date dcmdat
+        ,null::date fesdat
+        ,greatest(least(o.sdate,gld.edat),gld.sdat) dhidat
+        ,null::text fesind
+        ,null::text dhpost
+        ,o.fspr
+        -----------measures--------------------
+        ,null::numeric ddqtoi
+        ,null::numeric ddqtsi
+        ,null::numeric fgqshp
+        ,null::numeric diqtsh
+        ,null::numeric diext
+        ,null::numeric ditdis
+        ,null::jsonb discj
+        ,null::text dhincr
+        ,plnt
+        ,COALESCE(o.promo,'') promo
+        ,null::text return_reas
+        ,o.terms
+        ,null::text custpo
+        ,null::text remit_to
+        ,null::text bill_class
+        ,o.bill_cust
+        ,null::text bill_rep
+        ,null::text bill_terr
+        ,null::text ship_class
+        ,ship_cust
+        ,null::text ship_rep
+        ,null::text ship_terr
+        ,null::text dsm
+        ,null::text account
+        ,null::text shipgrp
+        ,null::text geo
+        ,null::text chan
+        ,null::text chansub
+        ,null::text orig_ctry
+        ,null::text orig_prov
+        ,null::text orig_post
+        ,null::text bill_ctry
+        ,null::text bill_prov
+        ,null::text bill_post
+        ,null::text dest_ctry
+        ,null::text dest_prov
+        ,null::text dest_post
+        ,o.part
+        ,null::text styc
+        ,null::text colc
+        ,null::text colgrp
+        ,null::text coltier
+        ,null::text colstat
+        ,null::text sizc
+        ,null::text pckg
+        ,null::text kit
+        ,null::text brnd
+        ,null::text majg
+        ,null::text ming
+        ,null::text majs
+        ,null::text mins
+        ,null::text gldco
+        ,null::text gldc
+        ,null::text glec
+        ,null::text harm
+        ,null::text clss
+        ,null::text brand
+        ,null::text assc
+        ,null::text ddunit
+        ,null::text unti
+        ,null::numeric lbs
+        ,null::numeric plt
+        ,null::text plcd
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,sum(o.fb_qty) fb_qty
+        ,sum(o.fb_val_loc) fb_val_loc
+        ,sum(o.fb_val_loc_dis) fb_val_loc_dis
+        ,sum(o.fb_val_loc_qt) fb_val_loc_qt
+        ,sum(o.fb_val_loc_pl) fb_val_loc_pl
+        ,sum(o.fb_val_loc_tar) fb_val_loc_tar
+        ,sum(o.fb_cst_loc) fb_cst_loc
+        ,sum(o.fb_cst_loc_cur) fb_cst_loc_cur
+        ,sum(o.fb_cst_loc_fut) fb_cst_loc_fut
+        ,o.calc_status
+        ,o.flag
+        ,o.odate
+        ,o.oseas
+        ,o.rdate
+        ,o.rseas
+        -----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"
+        ,'actuals' iter
+    FROM
+        rlarp.osm_dev o
+        --snap the ship dates of the historic fiscal period
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+        --get the shipping season for open orders based on the snapped date
+        LEFT OUTER JOIN gld ss ON
+            greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
+    WHERE
+        (
+            --base period orders booked....
+            o.odate BETWEEN '2019-06-01' AND '2020-05-31'
+            --...or any open orders currently booked before cutoff....
+            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2020-05-31')
+           OR o.fspr BETWEEN '2001' AND '2012'
+        )
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+        AND version = 'ACTUALS'
+        AND dsm = 'PW'
+    GROUP BY
+        o.fspr
+        ,plnt
+        ,COALESCE(o.promo,'')
+        ,o.terms
+        ,o.bill_cust
+        ,ship_cust
+        ,o.part
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.calc_status
+        ,o.flag
+        ,o.odate
+        ,o.oseas
+        ,o.rdate
+        ,o.rseas
+        ,greatest(least(o.sdate,gld.edat),gld.sdat)
+        ,ss.ssyr
+)
+,incr AS (
+SELECT 
+    o."ddord#"
+    ,o."dditm#"
+    ,o."fgbol#"
+    ,o."fgent#"
+    ,o."diinv#"
+    ,o."dilin#"
+    ,o.quoten
+    ,o.quotel
+    ,o.dcodat + interval '1 year'   --incremented
+    ,o.ddqdat + interval '1 year'   --incremented
+    ,o.dcmdat
+    ,o.fesdat
+    ,o.dhidat + interval '1 year'   --incremented
+    ,o.fesind
+    ,o.dhpost
+    ,gld.fspr                       --incremented
+    ,o.ddqtoi
+    ,o.ddqtsi
+    ,o.fgqshp
+    ,o.diqtsh
+    ,o.diext
+    ,o.ditdis
+    ,o.discj
+    ,o.dhincr
+    ,o.plnt
+    ,o.promo
+    ,o.return_reas
+    ,o.terms
+    ,o.custpo
+    ,o.remit_to
+    ,o.bill_class
+    ,o.bill_cust
+    ,o.bill_rep
+    ,o.bill_terr
+    ,o.ship_class
+    ,o.ship_cust
+    ,o.ship_rep
+    ,o.ship_terr
+    ,o.dsm
+    ,o.account
+    ,o.shipgrp
+    ,o.geo
+    ,o.chan
+    ,o.chansub
+    ,o.orig_ctry
+    ,o.orig_prov
+    ,o.orig_post
+    ,o.bill_ctry
+    ,o.bill_prov
+    ,o.bill_post
+    ,o.dest_ctry
+    ,o.dest_prov
+    ,o.dest_post
+    ,o.part
+    ,o.styc
+    ,o.colc
+    ,o.colgrp
+    ,o.coltier
+    ,o.colstat
+    ,o.sizc
+    ,o.pckg
+    ,o.kit
+    ,o.brnd
+    ,o.majg
+    ,o.ming
+    ,o.majs
+    ,o.mins
+    ,o.gldco
+    ,o.gldc
+    ,o.glec
+    ,o.harm
+    ,o.clss
+    ,o.brand
+    ,o.assc
+    ,o.ddunit
+    ,o.unti
+    ,o.lbs
+    ,o.plt
+    ,o.plcd
+    ,o.fs_line
+    ,o.r_currency
+    ,o.r_rate
+    ,o.c_currency
+    ,o.c_rate
+    ,o.fb_qty
+    ,o.fb_val_loc
+    ,o.fb_val_loc_dis
+    ,o.fb_val_loc_qt
+    ,o.fb_val_loc_pl
+    ,o.fb_val_loc_tar
+    ,o.fb_cst_loc
+    ,o.fb_cst_loc_cur
+    ,o.fb_cst_loc_fut
+    ,o.calc_status
+    ,o.flag
+    ,o.odate + interval '1 year'    --incremented
+    ,o.oseas + 1                    --incremented
+    ,o.rdate + interval '1 year'    --incremented
+    ,o.rseas + 1                    --incremented
+    ,o.sdate + interval '1 year'    --incremented
+    ,o.sseas + 1                    --incremented
+    ,'b21' "version"
+    ,'copy' iter
+FROM 
+    baseline o
+    LEFT OUTER JOIN gld ON
+        o.sdate + interval '1 year' BETWEEN gld.sdat and gld.edat
+)
+INSERT INTO rlarp.osmfs_dev
+SELECT * FROM incr
+UNION ALL
+SELECT * FROM baseline;
+
+---identify short ships: causes disconnect with actual sales-------------------------------------------------------------------
+--UPDATE rlarp.osmfs SET iter = 'short ship' WHERE calc_status = 'CLOSED' AND flag = 'REMAINDER';
+
+---identify goofy ship dates: causes disconnect with sales when splicing in a forecast that has this problem-------------------
+--UPDATE rlarp.osmfs SET iter = 'bad date' WHERE adj_shipdate < adj_orderdate;

build/build_merge.sql

@@ -0,0 +1,19 @@
+SELECT 
+    version
+   ,iter
+   ,oseas
+   ,g.sspr || ' ' || to_char(odate,'Mon') omon
+   ,COUNT(*) cnt
+   ,sum(fb_val_loc * r_rate) amt 
+FROM 
+    rlarp.osmf_stage o
+    INNER JOIN rlarp.gld g ON
+       o.odate <@ g.drange 
+GROUP BY 
+    version
+   ,iter
+   ,oseas
+   ,g.sspr || ' ' || to_char(odate,'Mon')
+ORDER BY
+    oseas
+    ,omon

build/build_pool.sql

@@ -1,11 +1,5 @@
 BEGIN;
 
---only do this when starting fresh
-TRUNCATE TABLE rlarp.osm_pool;
-TRUNCATE TABLE rlarp.osm_log CASCADE;
-ALTER SEQUENCE rlarp.osm_log_id_seq RESTART 1;
-
-
 DROP TABLE IF EXISTS rlarp.osm_pool_stage;
 
 CREATE TABLE rlarp.osm_pool_stage AS (
@@ -22,7 +16,6 @@ repc AS (
 	WHERE
 		C.A2 = 'MM'
 )
---select * from repc
 ,SEG AS (
     SELECT
         GLEC
@@ -47,22 +40,17 @@ 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 *
+    INSERT INTO rlarp.osm_log (doc) SELECT jsonb_build_object('user',current_user,'tag','merge actuals','type','build_pool','stamp',current_timestamp,'source','top level','message','don''t undo') RETURNING *
 )
---select * from logload 
-,loadset AS (
 SELECT
     fspr
     ,plnt
@@ -180,12 +168,10 @@ FROM
         seg.glec = o.glec
     LEFT OUTER JOIN rlarp.itemm i ON
         i.item = o.part
-)
+    --LIMIT 100
-SELECT * FROM loadset
 ) WITH DATA;
 
-
+--INSERT INTO rlarp.osm_pool SELECT * FROM rlarp.osm_pool_stage;
-INSERT INTO rlarp.osm_pool SELECT * FROM rlarp.osm_pool_stage;
 
 --CREATE INDEX osm_qr ON rlarp.osm_pool(quota_rep_descr, bill_cust_descr, ship_cust_descr);
 --ALTER TABLE rlarp.osm_pool ADD CONSTRAINT logfk FOREIGN KEY (logid) REFERENCES rlarp.osm_log(id);

build/build_pool_schema.sql

@@ -0,0 +1,183 @@
+BEGIN;
+
+DROP TABLE IF EXISTS rlarp.osm_pool;
+DROP TABLE IF EXISTS rlarp.osm_log;
+
+CREATE TABLE IF NOT EXISTS rlarp.osm_log(id INT PRIMARY KEY GENERATED BY DEFAULT AS IDENTITY, doc jsonb);
+
+CREATE TABLE IF NOT EXISTS rlarp.osm_pool AS (
+WITH
+repc AS (
+    SELECT
+		LTRIM(RTRIM(C.A9)) RCODE
+		,C.A30 REPP
+		,COALESCE(Q.DIR,'Other') DIRECTOR
+	FROM
+		LGDAT.CODE C
+		LEFT OUTER JOIN RLARP.QRH Q ON
+			Q.QR = LTRIM(RTRIM(C.A9))
+	WHERE
+		C.A2 = 'MM'
+)
+,SEG AS (
+    SELECT
+        GLEC
+        ,SEGM
+    FROM
+        (
+            VALUES
+            ('1CU','Sustainable'),
+            ('1SU','Sustainable'),
+            ('1GR','Greenhouse'),
+            ('1NU','Nursery'),
+            ('1RE','Retail'),
+            ('2WI','Greenhouse'),
+            ('3BM','Other'),
+            ('3CO','Other'),
+            ('3PE','Other'),
+            ('3PP','Other'),
+            ('4CO','Other'),
+            ('4RA','Other'),
+            ('9MI','Other'),
+            ('9SA','Other'),
+            ('9TO','Other')
+        ) X(GLEC, SEGM)
+)
+----------------------------------------------------sales major codes----------------------------------------------------------------------------------------------------------------------------------
+,SJ AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') = ''
+)
+----------------------------------------------------sales minor codes----------------------------------------------------------------------------------------------------------------------------------
+,SI AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') <> ''
+)
+,logload AS (
+    INSERT INTO rlarp.osm_log (doc) SELECT jsonb_build_object('user',current_user,'tag','Initial Build','type','build_pool','stamp',current_timestamp,'source','top level','message','don''t undo') RETURNING *
+)
+SELECT
+    fspr
+    ,plnt
+    ,promo
+    ,terms
+    ,bill_cust||' - '||bc.bvname bill_cust_descr
+    ,ship_cust||' - '||sc.bvname ship_cust_descr
+    ,dsm
+    ,coalesce(repc.repp,dsm) quota_rep_descr
+    ,repc.director
+    ,account billto_group
+    ,shipgrp shipto_group
+    ,chan
+    ,chansub
+    ,CASE seg.segm
+        --for 1RE coded product
+        WHEN 'Retail' THEN
+            CASE o.bill_class
+                WHEN 'RONL' THEN 'Online' 
+                WHEN 'RNAT' THEN 'National' 
+                WHEN 'RMAS' THEN 'National' 
+                ELSE 
+                    ------ ship-to class ---------------------
+                    CASE o.chan
+                        WHEN 'GDIS' THEN 'Distribution'
+                        WHEN 'NDIS' THEN 'Distribution'
+                        WHEN 'RDIS' THEN 'Distribution'
+                        WHEN 'GDRP' THEN 'Grower'
+                        WHEN 'NDRP' THEN 'Grower'
+                        WHEN 'RDRP' THEN 'Distribution'
+                        WHEN 'GDIR' THEN 'Grower'
+                        WHEN 'NDIR' THEN 'Grower'
+                        -------this will probably need reviewed--------
+                        WHEN 'RDIR' THEN 'Distribution'
+                        WHEN 'NDIR' THEN 'Grower'
+                        WHEN 'GDIR' THEN 'Grower'
+                        ELSE 'Distribution'
+                    END
+            END
+        --for 1SU 1CU coded product
+        WHEN 'Sustainable' THEN
+            CASE SUBSTRING(o.coltier,1,1)
+                --anything with a bio color tier is bio on the channel
+                WHEN 'R' THEN 'Bio'
+                ELSE    
+                    CASE o.glec 
+                        --any 1SU that is not bio is fiber
+                        WHEN '1SU' THEN 'Fiber'
+                        --any 1CU that is not bio is commercial
+                        WHEN '1CU' THEN 'Commercial'
+                        ELSE o.chan
+                    END
+            END
+        ELSE o.chan
+    END chan_retail
+    ,part
+    ,part||coalesce(' - '||i.descr,'') part_descr
+    ,stlcd part_group
+    ,brnd branding
+    ,o.majg||' - '||i.majgd majg_descr
+    ,o.ming||' - '||i.mingd ming_descr
+    ,o.majs||' - '||i.majsd majs_descr
+    ,o.mins||' - '||i.minsd mins_descr
+    ,seg.segm
+    ,CASE WHEN o.majg = '610' THEN 'Fiber' ELSE 'Plastic' END substance
+    ,fs_line
+    ,r_currency
+    ,r_rate
+    ,c_currency
+    ,c_rate
+    ,fb_qty units
+    ,fb_val_loc value_loc
+    ,fb_val_loc * r_rate value_usd
+    ,fb_cst_loc_cur cost_loc
+    ,fb_cst_loc_cur * c_rate cost_usd
+    ,calc_status
+    ,flag
+    ,o.odate order_date
+    ,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
+    ,oseas order_season
+    ,rdate request_date
+    ,to_char(CASE WHEN extract(month FROM o.rdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.rdate),'FM00')||' - '||to_char(o.rdate,'TMMon') request_month
+    ,rseas request_season
+    ,sdate ship_date
+    ,to_char(CASE WHEN extract(month FROM o.sdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.sdate),'FM00')||' - '||to_char(o.sdate,'TMMon') ship_month
+    ,sseas ship_season
+    ,version
+    ,iter
+    ,logload.id logid
+    ,logload.doc->>'tag' tag
+    ,logload.doc->>'message' "comment"
+    ,logload.doc->>'type' module
+FROM
+    rlarp.osmf_dev o
+    CROSS JOIN logload
+    LEFT OUTER JOIN lgdat.cust bc ON
+        bc.bvcust = o.bill_cust
+    LEFT OUTER JOIN lgdat.cust sc ON
+        sc.bvcust = o.ship_cust
+    LEFT OUTER JOIN repc ON
+        repc.rcode = o.dsm
+    /*
+    LEFT OUTER JOIN lgdat.majg ON
+        bqgrp = o.majg
+    LEFT OUTER JOIN lgdat.mmgp ON
+        brmgrp = o.ming
+        AND BRGRP = o.majg
+    LEFT OUTER JOIN si ON
+        si.bsmjcd = o.majs
+        AND si.bsmncd = o.mins
+    LEFT OUTER JOIN sj ON
+        sj.bsmjcd = o.majs
+    */
+    LEFT OUTER JOIN seg ON
+        seg.glec = o.glec
+    LEFT OUTER JOIN rlarp.itemm i ON
+        i.item = o.part
+    --LIMIT 100
+) WITH DATA;
+
+CREATE INDEX osm_qr ON rlarp.osm_pool(quota_rep_descr, bill_cust_descr, ship_cust_descr);
+ALTER TABLE rlarp.osm_pool ADD CONSTRAINT logfk FOREIGN KEY (logid) REFERENCES rlarp.osm_log(id);
+CREATE INDEX osm_pool_logid ON rlarp.osm_pool(logid);
+GRANT ALL ON TABLE rlarp.osm_log TO api;
+GRANT ALL ON TABLE rlarp.osm_pool TO api;
+
+COMMIT;

build/build_pullforward.sql

@@ -1,267 +0,0 @@
-/*
-you have to be able to isolate the original plan in order for this to work
-if you start with a clean 1+11 its not going to work
-this script targets the 'plan' iteration and the 'diff' iteration
-if plan orders have already been 'diffed' no need to build an additional diff
-will have to be side-by-side roll-up of these two iterations
-*/
-
-
---BEGIN;
---\timing
---CREATE TABLE IF NOT EXISTS rlarp.osmf_stage AS (SELECT * FROM rlarp.osmf_dev) WITH no data;
---will not match actuals exactly due to short-ships
-
-
-WITH
----these dates will have to be syncronized with the forecast build-----------
-tdr AS (
-    SELECT
-        -----------actuals into baseline-------------------------------------
-         DATERANGE('2020-06-01','2021-07-12','[]') arange
-        -----------plan into baseline----------------------------------------
-        ,DATERANGE('2021-06-01','2022-06-01','[)') prange
-)
-,booked AS materialized(
-    SELECT
-        billto_group
-        ,shipto_group
-        ,part_group
-        ,sum(units) units
-    FROM
-        rlarp.osm_pool
-    WHERE
-        --find actual orders in the overlap range (where orders fall in both target ranges)
-        order_date <@ (SELECT arange 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
-        ,shipto_group
-        ,part_group
-)
-,planned AS (
-    SELECT
-         p.billto_group
-        ,p.shipto_group
-        ,p.part_group
-        ,p.order_date
-        ,p.ship_date
-        ,sum(p.units) FILTER (WHERE iter = 'plan') plan_units
-        ,sum(p.units) FILTER (WHERE iter = 'diff') diff_units
-        ,b.units booked
-    FROM
-        rlarp.osm_pool p
-        INNER JOIN booked b ON
-            b.billto_group  = p.billto_group AND
-            b.shipto_group  = p.shipto_group AND 
-            b.part_group    = p.part_group
-    WHERE
-        --need to be able to isolate the original budget
-        --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')
-    GROUP BY
-         p.billto_group
-        ,p.shipto_group
-        ,p.part_group
-        ,p.order_date
-        ,p.ship_date
-        ,b.units
-)
-,plan_ranked AS (
-    SELECT
-         p.billto_group
-        ,p.shipto_group
-        ,p.part_group
-        ,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) 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
-        ,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 
-,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;

build/check_osmf_match.sql

@@ -0,0 +1,22 @@
+SELECT 
+    order_season
+    ,sum(coalesce(value_usd,0)) value_usd
+FROM
+    rlarp.osm_pool
+WHERE
+    order_season = 2022
+    --AND version = 'b21'
+GROUP BY
+    order_season
+UNION ALL
+SELECT
+    oseas
+    ,sum(fb_val_loc * r_rate) value_usd
+FROM
+    rlarp.osmf_dev
+WHERE
+    oseas = 2022
+    AND version = 'b22'
+GROUP BY
+    oseas
+

build/check_osmf_match_sales.sql

@@ -0,0 +1,22 @@
+SELECT 
+    ship_season
+    ,sum(value_usd) value_usd
+FROM
+    rlarp.osm_pool
+WHERE
+    ship_season = 2021
+    --AND version = 'b21'
+GROUP BY
+    ship_season
+UNION ALL
+SELECT
+    sseas
+    ,sum(fb_val_loc * r_rate) value_usd
+FROM
+    rlarp.osmf_dev
+WHERE
+    sseas = 2021
+    --AND version = 'b21'
+GROUP BY
+    sseas
+

build/convert_pool.sql

@@ -0,0 +1,428 @@
+BEGIN;
+
+DELETE FROM rlarp.osmfs_dev;
+
+INSERT INTO
+    rlarp.osmfs_dev
+SELECT
+    null::int4,
+    null::int4,
+    null::int4,
+    null::int4,
+    null::int4,
+    null::int4,
+    null::int4,
+    null::int4,
+    order_date,
+    request_date,
+    null::date,
+    null::date,
+    ship_date,
+    null::text,
+    null::text,
+    fspr,
+    null::numeric,
+    null::numeric,
+    null::numeric,
+    null::numeric,
+    null::numeric,
+    null::numeric,
+    null::jsonb,
+    null::text,
+    plnt,
+    promo,
+    null::text,
+    terms,
+    null::text,
+    null::text,
+    null::text,
+    rtrim(substring(bill_cust_descr,1,8)),
+    null::text,
+    null::text,
+    null::text,
+    rtrim(substring(ship_cust_descr,1,8)),
+    null::text,
+    null::text,
+    dsm,
+    billto_group,
+    shipto_group,
+    null::text,
+    chan,
+    chan,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    part,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::text,
+    null::numeric,
+    null::numeric,
+    null::text,
+    fs_line,
+    r_currency,
+    r_rate,
+    c_currency,
+    c_rate,
+    units,
+    value_loc,
+    null::numeric,
+    null::numeric,
+    null::numeric,
+    null::numeric,
+    cost_loc,
+    null::numeric,
+    null::numeric,
+    calc_status,
+    flag,
+    order_date,
+    order_season,
+    request_date,
+    request_season,
+    ship_date,
+    ship_season,
+    version,
+    iter
+FROM
+    rlarp.osm_pool
+WHERE
+    iter IN ('adj price','adj volume');
+
+WITH
+plist AS (
+    SELECT DISTINCT
+        part
+        ,plnt
+    FROM
+        rlarp.osmfS_dev
+)
+,clist AS (
+    SELECT
+        p.part
+        ,p.plnt
+        ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs) stdcost
+    FROM
+        plist p
+        LEFT OUTER JOIN lgdat.icstm im ON
+            im.cgpart = p.part
+            AND im.cgplnt = p.plnt
+        LEFT OUTER JOIN lgdat.icstp ip ON
+            ip.chpart = p.part
+            AND ip.chplnt = p.plnt
+        LEFT OUTER JOIN lgdat.icstr ir ON
+            ir.y0part = p.part
+            AND ir.y0plnt = p.plnt
+)
+
+
+UPDATE
+    rlarp.osmfs_dev o
+SET
+    fb_cst_loc_cur = c.stdcost * o.fb_qty
+FROM
+    clist c
+WHERE
+    c.part = o.part
+    AND  c.plnt = o.plnt;
+
+----------------------------SET BILL-TO REP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV S
+SET
+    BILL_REP = C.BVSALM
+    ,BILL_CLASS = C.BVCLAS
+    ,BILL_TERR = C.BVTERR
+    ,BILL_CTRY = C.bvctry 
+    ,bill_prov = C.bvprcd
+    ,bill_post = C.bvpost
+    ,remit_to = c.bvcomp
+    ,ACCOUNT = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = S.BILL_CUST
+    AND (
+        COALESCE(S.BILL_REP,'') <> C.BVSALM 
+        OR COALESCE(S.BILL_CLASS,'') <> C.BVCLAS 
+        OR COALESCE(S.BILL_TERR,'') <> C.BVTERR
+        OR COALESCE(BILL_CTRY,'') <> C.bvctry 
+        OR COALESCE(bill_prov,'') <> C.bvprcd
+        OR COALESCE(bill_post,'') <> C.bvpost
+        OR COALESCE(remit_to,'') <> c.bvcomp::text
+    );
+    
+----------------------------SET SHIP-TO REP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV S
+SET
+    SHIP_REP = C.BVSALM
+    ,SHIP_CLASS = C.BVCLAS
+    ,SHIP_TERR = C.BVTERR
+    ,dest_CTRY = C.bvctry 
+    ,dest_prov = C.bvprcd
+    ,dest_post = C.bvpost 
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = S.SHIP_CUST
+    AND (
+        COALESCE(S.SHIP_REP,'') <> C.BVSALM 
+        OR COALESCE(S.SHIP_CLASS,'') <> C.BVCLAS 
+        OR COALESCE(S.SHIP_TERR,'') <> C.BVTERR
+        OR COALESCE(dest_CTRY,'') <> C.bvctry 
+        OR COALESCE(dest_prov,'') <> C.bvprcd
+        OR COALESCE(dest_post,'') <> C.bvpost 
+    );
+
+----------------------------SET BILLTO GROUP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV O
+SET
+    ACCOUNT = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = O.BILL_CUST
+    AND coalesce(account,'') <> CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END;
+    
+
+
+----------------------------SET SHIPTO GROUP------------------------------------
+
+UPDATE
+    RLARP.OSMFS_DEV O
+SET
+    SHIPGRP = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
+FROM
+    LGDAT.CUST C
+WHERE
+    C.BVCUST = O.SHIP_CUST
+    AND CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END <> COALESCE(O.SHIPGRP,'');
+
+
+---------------------------SET CHANNEL-----------------------------------------
+
+
+UPDATE
+    rlarp.osmFS_dev
+SET
+    CHAN =  CASE SUBSTRING(BILL_CLASS,2,3) 
+                --if the bill to class is ditsributor, then it's either warehouse or drop
+                WHEN 'DIS' THEN
+                    --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                    CASE SUBSTRING(SHIP_CLASS,2,3)
+                        WHEN 'DIS' THEN 'WHS'
+                        ELSE 'DRP'
+                    END
+                    --CASE WHEN RTRIM(SUBSTRING(LTRIM(SC.BVADR7)||SC.BVNAME,1,30)) = RTRIM(SUBSTRING(LTRIM(BC.BVADR7)||BC.BVNAME,1,30)) THEN 'DIS' ELSE 'DRP' END
+                --everything else does not involve a distributor and is considered direct
+                ELSE 'DIR'
+            END,
+    CHANSUB =   CASE SUBSTRING(BILL_CLASS,2,3) 
+                    WHEN 'DIS' THEN
+                        --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                        CASE SUBSTRING(SHIP_CLASS,2,3)
+                            WHEN 'DIS' THEN 'WHS'
+                            ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
+                        END
+                    WHEN 'MAS' THEN 'RMN'
+                    WHEN 'NAT' THEN 'RMN'
+                    ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
+                END
+WHERE
+        COALESCE(CHAN,'') <>  CASE SUBSTRING(BILL_CLASS,2,3) 
+                --if the bill to class is ditsributor, then it's either warehouse or drop
+                WHEN 'DIS' THEN
+                    --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                    CASE SUBSTRING(SHIP_CLASS,2,3)
+                        WHEN 'DIS' THEN 'WHS'
+                        ELSE 'DRP'
+                    END
+                    --CASE WHEN RTRIM(SUBSTRING(LTRIM(SC.BVADR7)||SC.BVNAME,1,30)) = RTRIM(SUBSTRING(LTRIM(BC.BVADR7)||BC.BVNAME,1,30)) THEN 'DIS' ELSE 'DRP' END
+                --everything else does not involve a distributor and is considered direct
+                ELSE 'DIR'
+            END
+        OR
+        COALESCE(CHANSUB,'') <> CASE SUBSTRING(BILL_CLASS,2,3) 
+                    WHEN 'DIS' THEN
+                        --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
+                        CASE SUBSTRING(SHIP_CLASS,2,3)
+                            WHEN 'DIS' THEN 'WHS'
+                            ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
+                        END
+                    WHEN 'MAS' THEN 'RMN'
+                    WHEN 'NAT' THEN 'RMN'
+                    ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
+                END;
+
+
+---------------------------SET QUOTA REP---------------------------------------
+
+UPDATE
+    rlarp.osmfs_dev s
+SET
+    dsm = cr.quota_rep
+FROM
+(
+    SELECT DISTINCT
+        VERSION,
+        COALESCE(GLEC,'') GLEC,
+        MING,
+        BILL_CUST,
+        SHIP_CUST,
+        ------------quota rep column--------------
+        CASE WHEN COALESCE(ming,'') = 'B52' THEN 'PW' ELSE
+            --if the gl expense code is 1RE use the retail rep assigned to the bill-to customer if available
+            CASE WHEN COALESCE(glec,'') = '1RE' AND  COALESCE(cu.currep,'') <> '' THEN
+                cu.currep
+            --default logic
+            ELSE
+                CASE SUBSTR(bill_class,2,3)
+                    WHEN 'DIS' THEN
+                        ship_rep
+                    ELSE
+                        bill_rep
+                END
+            END
+        END QUOTA_REP
+    FROM 
+        rlarp.osmfs_dev s
+        LEFT OUTER JOIN lgdat.cust ON
+            bvcust = bill_cust
+        LEFT OUTER JOIN lgpgm.usrcust cu ON
+            cu.cucust = s.bill_cust
+    WHERE
+        version = 'ACTUALS'
+    ) CR
+WHERE
+    CR.VERSION = S.VERSION
+    AND CR.GLEC = COALESCE(S.GLEC,'')
+    AND CR.MING = S.MING
+    AND CR.BILL_CUST = S.BILL_CUST 
+    AND CR.SHIP_CUST = S.SHIP_CUST
+    AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;
+
+
+-------------------set fiscal period--------------------------------------
+
+UPDATE
+    rlarp.osmfs_dev f
+SET
+    fspr = gld.fspr
+FROM
+    (
+        SELECT 
+            N1COMP COMP
+            ,N1CCYY FSYRq
+            ,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'
+    ) gld
+WHERE
+    f.sdate BETWEEN gld.sdat AND gld.edat
+    AND coalesce(f.fspr,'') <> gld.fspr;
+
+UPDATE
+    rlarp.osmfS_dev
+SET
+    r_rate = .7900
+WHERE
+    r_currency = 'CA';
+
+UPDATE
+    rlarp.osmfS_dev
+SET
+    r_rate = 1
+WHERE
+    r_currency = 'US';
+
+UPDATE
+    rlarp.osmfS_dev
+SET
+    c_rate = .7900
+WHERE
+    c_currency = 'CA';
+
+UPDATE
+    rlarp.osmfS_dev
+SET
+    c_rate = 1
+WHERE
+    c_currency = 'US';
+
+
+UPDATE
+    RLARP.OSMFS_DEV O
+SET
+    COLC = M.COLC
+    ,COLGRP = M.COLGRP
+    ,COLTIER = M.COLTIER
+    ,COLSTAT = M.COLSTAT
+    ,SIZC = M.SIZC
+    ,PCKG = M.PACKAGE
+    ,KIT = M.KIT
+    ,BRND = M.BRANDING
+    ,MAJG = M.MAJG
+    ,MING = M.MING
+    ,MAJS = M.MAJS
+    ,MINS = M.MINS
+    ,GLDC = M.GLCD
+    ,GLEC = M.GLEC
+    ,HARM = M.HARM
+    ,CLSS = M.CLSS
+    ,BRAND = M.BRAND
+    ,ASSC = M.ASSC
+    ,LBS = CASE M.NWUN WHEN 'KG' THEN 2.2046 ELSE 1 END*M.NWHT
+    ,UNTI = M.UNTI
+FROM
+    RLARP.ITEMM M
+WHERE
+    M.ITEM = O.PART;
+
+DELETE FROM rlarp.osmf_dev WHERE iter IN ('adj price','adj volume');
+
+INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev;
+
+COMMIT;

build/convert_to_budget.sql

@@ -1,111 +0,0 @@
-INSERT INTO
-    rlarp.osmp_dev
-SELECT
-    "ddord#" 
-    ,"dditm#"
-    ,"fgbol#"
-    ,"fgent#"
-    ,"diinv#"
-    ,"dilin#"
-    ,quoten
-    ,quotel
-    ,dcodat
-    ,ddqdat
-    ,dcmdat
-    ,fesdat
-    ,dhidat
-    ,fesind
-    ,dhpost
-    ,fspr
-    ,ddqtoi
-    ,ddqtsi
-    ,fgqshp
-    ,diqtsh
-    ,diext
-    ,ditdis
-    ,discj
-    ,dhincr
-    ,plnt
-    ,promo
-    ,return_reas
-    ,terms
-    ,custpo
-    ,remit_to
-    ,bill_class
-    ,bill_cust
-    ,bill_rep
-    ,bill_terr
-    ,ship_class
-    ,ship_cust
-    ,ship_rep
-    ,ship_terr
-    ,dsm
-    ,account
-    ,shipgrp
-    ,geo
-    ,chan
-    ,chansub
-    ,orig_ctry
-    ,orig_prov
-    ,orig_post
-    ,bill_ctry
-    ,bill_prov
-    ,bill_post
-    ,dest_ctry
-    ,dest_prov
-    ,dest_post
-    ,part
-    ,styc
-    ,colc
-    ,colgrp
-    ,coltier
-    ,colstat
-    ,sizc
-    ,pckg
-    ,kit
-    ,brnd
-    ,majg
-    ,ming
-    ,majs
-    ,mins
-    ,gldco
-    ,gldc
-    ,glec
-    ,harm
-    ,clss
-    ,brand
-    ,assc
-    ,ddunit
-    ,unti
-    ,lbs
-    ,plt
-    ,plcd
-    ,fs_line
-    ,r_currency
-    ,r_rate
-    ,c_currency
-    ,c_rate
-    ,fb_qty
-    ,fb_val_loc
-    ,fb_val_loc_dis
-    ,fb_val_loc_qt
-    ,fb_val_loc_pl
-    ,fb_val_loc_tar
-    ,fb_cst_loc
-    ,fb_cst_loc_cur
-    ,fb_cst_loc_fut
-    ,calc_status
-    ,flag
-    ,odate
-    ,oseas
-    ,rdate
-    ,rseas
-    ,sdate
-    ,sseas
-    ,'b22'
-    ,iter || ' - ' || tag iter
-FROM
-    rlarp.osmfs_dev
-WHERE
-    oseas = 2022
-    OR sseas = 2022;

build/edit_xover.sql

@@ -0,0 +1,33 @@
+begin;
+
+WITH d AS (
+DELETE FROM
+    rlarp.osm_pool
+WHERE
+    logid IN (
+        SELECT
+            p.logid
+            --jsonb_agg(DISTINCT p.quota_rep_descr),
+            --l.doc->>'user' usr,
+            --l.doc->>'message' com,
+            --(l.doc->>'stamp')::timestamp stamp,
+            ,sum(value_usd) value_usd
+        FROM
+            rlarp.osm_pool p
+            INNER JOIN rlarp.osm_log l ON
+                l.id = p.logid
+        WHERE
+            l.doc->>'user' = 'Baggetta, Antony'
+            AND dsm NOT IN ('10023','10026','10032','30010','30033','30035','90050')
+            --quota_rep_descr IN ('JORDAN BUKOWSKI' ,'RICHARD MEULE')
+            AND logid > 1
+        GROUP BY
+            p.logid
+            --p.quota_rep_descr,
+            --l.doc->>'user',
+            --l.doc->>'message',
+            --(l.doc->>'stamp')::timestamp
+    )
+    AND dsm NOT IN ('10023','10026','10032','30010','30033','30035','90050')
+)
+SELECT * FROM d

build/merge_actuals_exec.sql

@@ -0,0 +1,3 @@
+
+DELETE FROM rlarp.osmf_dev WHERE odate < '2021-05-01';
+INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev WHERE odate < '2021-05-01';

build/merge_actuals_pool.sql

@@ -0,0 +1,164 @@
+BEGIN;
+
+DELETE FROM rlarp.osm_pool WHERE order_date < '2021-05-01';
+
+INSERT INTO rlarp.osm_pool
+WITH
+repc AS (
+    SELECT
+        LTRIM(RTRIM(C.A9)) RCODE
+        ,C.A30 REPP
+        ,COALESCE(Q.DIR,'Other') DIRECTOR
+    FROM
+        LGDAT.CODE C
+        LEFT OUTER JOIN RLARP.QRH Q ON
+            Q.QR = LTRIM(RTRIM(C.A9))
+    WHERE
+        C.A2 = 'MM'
+)
+,SEG AS (
+    SELECT
+        GLEC
+        ,SEGM
+    FROM
+        (
+            VALUES
+            ('1SU','Sustainable'),
+            ('1CU','Sustainable'),
+            ('1GR','Greenhouse'),
+            ('1NU','Nursery'),
+            ('1RE','Retail'),
+            ('2WI','Greenhouse'),
+            ('3BM','Other'),
+            ('3CO','Other'),
+            ('3PE','Other'),
+            ('3PP','Other'),
+            ('4CO','Other'),
+            ('4RA','Other'),
+            ('9MI','Other'),
+            ('9SA','Other'),
+            ('9TO','Other')
+        ) X(GLEC, SEGM)
+)
+----------------------------------------------------sales major codes----------------------------------------------------------------------------------------------------------------------------------
+,SJ AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') = ''
+)
+----------------------------------------------------sales minor codes----------------------------------------------------------------------------------------------------------------------------------
+,SI AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') <> ''
+)
+SELECT
+    fspr
+    ,plnt
+    ,promo
+    ,terms
+    ,bill_cust||' - '||bc.bvname bill_cust_descr
+    ,ship_cust||' - '||sc.bvname ship_cust_descr
+    ,dsm
+    ,coalesce(repc.repp,dsm) quota_rep_descr
+    ,repc.director
+    ,account billto_group
+    ,shipgrp shipto_group
+    ,chan
+    ,chansub
+    ,CASE seg.segm
+        WHEN 'Retail' THEN
+            CASE o.bill_class
+                WHEN 'RMAS' THEN 'MASS' 
+                WHEN 'RNAT' THEN 'NATIONAL' 
+                ELSE 'OTHER' 
+            END
+        ELSE o.chan
+    END chan_retail     
+    ,part
+    ,part||coalesce(' - '||i.descr,'') part_descr
+    ,stlcd part_group
+    ,brnd branding
+    ,o.majg||' - '||i.majgd majg_descr
+    ,o.ming||' - '||i.mingd ming_descr
+    ,o.majs||' - '||i.majsd majs_descr
+    ,o.mins||' - '||i.minsd mins_descr
+    ,seg.segm
+    ,CASE WHEN o.majg = '610' THEN 'Fiber' ELSE 'Plastic' END substance
+    ,fs_line
+    ,r_currency
+    ,r_rate
+    ,c_currency
+    ,c_rate
+    ,fb_qty units
+    ,fb_val_loc value_loc
+    ,fb_val_loc * r_rate value_usd
+    ,fb_cst_loc_cur cost_loc
+    ,fb_cst_loc_cur * c_rate cost_usd
+    ,calc_status
+    ,flag
+    ,o.odate order_date
+    ,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
+    ,oseas order_season
+    ,rdate request_date
+    ,to_char(CASE WHEN extract(month FROM o.rdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.rdate),'FM00')||' - '||to_char(o.rdate,'TMMon') request_month
+    ,rseas request_season
+    ,sdate ship_date
+    ,to_char(CASE WHEN extract(month FROM o.sdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.sdate),'FM00')||' - '||to_char(o.sdate,'TMMon') ship_month
+    ,sseas ship_season
+    ,version
+    ,iter
+    ,logload.id logid
+    ,logload.doc->>'tag' tag
+    ,logload.doc->>'message' "comment"
+    ,logload.doc->>'type' module
+FROM
+    rlarp.osmf_dev o
+    INNER JOIN rlarp.osm_log logload ON
+        logload.id = 1
+    LEFT OUTER JOIN lgdat.cust bc ON
+        bc.bvcust = o.bill_cust
+    LEFT OUTER JOIN lgdat.cust sc ON
+        sc.bvcust = o.ship_cust
+    LEFT OUTER JOIN repc ON
+        repc.rcode = o.dsm
+    /*
+    LEFT OUTER JOIN lgdat.majg ON
+        bqgrp = o.majg
+    LEFT OUTER JOIN lgdat.mmgp ON
+        brmgrp = o.ming
+        AND BRGRP = o.majg
+    LEFT OUTER JOIN si ON
+        si.bsmjcd = o.majs
+        AND si.bsmncd = o.mins
+    LEFT OUTER JOIN sj ON
+        sj.bsmjcd = o.majs
+    */
+    LEFT OUTER JOIN seg ON
+        seg.glec = o.glec
+    LEFT OUTER JOIN rlarp.itemm i ON
+        i.item = o.part
+WHERE
+    odate < '2021-05-01';
+
+
+SELECT
+    "version",
+    iter,
+    order_season,
+    order_month ,
+    sum(value_usd ) value_usd
+FROM
+    RLARP.osm_pool op 
+WHERE
+    --oseas = 2020
+    fs_line = '41010'
+    --AND odate < '2020-04-01'
+    AND CALC_STATUS <> 'CANCELED'
+    AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+GROUP BY 
+    "version",
+    iter,
+    order_season,
+    order_month;
+    
+    
+--ROLLBACK;
+
+commit;

build/merge_actuals_prep.sql

@@ -0,0 +1,187 @@
+--\timing
+truncate table rlarp.osmfs_dev;
+
+WITH
+gld 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#"
+        ,null::int "dditm#"
+        ,null::int "fgbol#"
+        ,null::int "fgent#"
+        ,null::int "diinv#"
+        ,null::int "dilin#"
+        ,null::int quoten
+        ,null::int quotel
+        ----------dates/status------------------
+        ,o.odate dcodat
+        ,o.rdate ddqdat
+        ,null::date dcmdat
+        ,null::date fesdat
+        ,greatest(least(o.sdate,gld.edat),gld.sdat) dhidat
+        ,null::text fesind
+        ,null::text dhpost
+        ,o.fspr
+        -----------measures--------------------
+        ,null::numeric ddqtoi
+        ,null::numeric ddqtsi
+        ,null::numeric fgqshp
+        ,null::numeric diqtsh
+        ,null::numeric diext
+        ,null::numeric ditdis
+        ,null::jsonb discj
+        ,null::text dhincr
+        ,plnt
+        ,COALESCE(o.promo,'') promo
+        ,null::text return_reas
+        ,o.terms
+        ,null::text custpo
+        ,null::text remit_to
+        ,null::text bill_class
+        ,o.bill_cust
+        ,null::text bill_rep
+        ,null::text bill_terr
+        ,null::text ship_class
+        ,ship_cust
+        ,null::text ship_rep
+        ,null::text ship_terr
+        ,null::text dsm
+        ,null::text account
+        ,null::text shipgrp
+        ,null::text geo
+        ,null::text chan
+        ,null::text chansub
+        ,null::text orig_ctry
+        ,null::text orig_prov
+        ,null::text orig_post
+        ,null::text bill_ctry
+        ,null::text bill_prov
+        ,null::text bill_post
+        ,null::text dest_ctry
+        ,null::text dest_prov
+        ,null::text dest_post
+        ,o.part
+        ,null::text styc
+        ,null::text colc
+        ,null::text colgrp
+        ,null::text coltier
+        ,null::text colstat
+        ,null::text sizc
+        ,null::text pckg
+        ,null::text kit
+        ,null::text brnd
+        ,null::text majg
+        ,null::text ming
+        ,null::text majs
+        ,null::text mins
+        ,null::text gldco
+        ,null::text gldc
+        ,null::text glec
+        ,null::text harm
+        ,null::text clss
+        ,null::text brand
+        ,null::text assc
+        ,null::text ddunit
+        ,null::text unti
+        ,null::numeric lbs
+        ,null::numeric plt
+        ,null::text plcd
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate r_rate
+        ,o.c_currency
+        ,o.c_rate c_rate
+        ,sum(o.fb_qty) fb_qty
+        ,sum(o.fb_val_loc) fb_val_loc
+        ,sum(o.fb_val_loc_dis) fb_val_loc_dis
+        ,sum(o.fb_val_loc_qt) fb_val_loc_qt
+        ,sum(o.fb_val_loc_pl) fb_val_loc_pl
+        ,sum(o.fb_val_loc_tar) fb_val_loc_tar
+        ,sum(o.fb_cst_loc) fb_cst_loc
+        ,sum(o.fb_cst_loc_cur) fb_cst_loc_cur
+        ,sum(o.fb_cst_loc_fut) fb_cst_loc_fut
+        ,o.calc_status
+        ,o.flag
+        ,o.odate
+        ,o.oseas
+        ,o.rdate
+        ,o.rseas
+        -----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"
+        ,'actuals' iter
+    FROM
+        rlarp.osm_dev o
+        --snap the ship dates of the historic fiscal period
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+        --get the shipping season for open orders based on the snapped date
+        LEFT OUTER JOIN gld ss ON
+            greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
+    WHERE
+        (
+            --base period orders booked....
+            o.odate <@ daterange('2020-06-01','2021-05-01','[)')
+            --...or any open orders currently booked before cutoff....
+            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2021-05-01')
+            --...or anything that shipped in that period
+            OR o.fspr BETWEEN '2101' AND '2111'
+        )
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+        AND "version" = 'ACTUALS'
+    GROUP BY
+        o.fspr
+        ,plnt
+        ,COALESCE(o.promo,'')
+        ,o.terms
+        ,o.bill_cust
+        ,ship_cust
+        ,o.part
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.calc_status
+        ,o.flag
+        ,o.odate
+        ,o.oseas
+        ,o.rdate
+        ,o.rseas
+        ,greatest(least(o.sdate,gld.edat),gld.sdat)
+        ,ss.ssyr
+)
+INSERT INTO rlarp.osmfs_dev
+SELECT * FROM baseline;
+
+---identify short ships: causes disconnect with actual sales-------------------------------------------------------------------
+--UPDATE rlarp.osmfs SET iter = 'short ship' WHERE calc_status = 'CLOSED' AND flag = 'REMAINDER';
+
+---identify goofy ship dates: causes disconnect with sales when splicing in a forecast that has this problem-------------------
+--UPDATE rlarp.osmfs SET iter = 'bad date' WHERE adj_shipdate < adj_orderdate;

build/move_sales/account_seg_basis.sql

@@ -0,0 +1,111 @@
+WITH 
+targ AS (
+    SELECT * FROM (VALUES
+        ('Pierre','Nursery','HYDROFARM',267888.16),
+        ('Pierre','Nursery','ALTMAN PLANTS',71626.22),
+        ('Pierre','Nursery','RS GROWERS SUPPLY',17154.0599999999),
+        ('Pierre','Nursery','MID-AMERICAN GROWERS',51663.75),
+        ('Pierre','Nursery','KAWAHARA NURSERY',48859.2),
+        ('Baggetta','Nursery','PACIFIC NURSERY POTS',194412.359999999),
+        ('Baggetta','Nursery','FARRAND',171375.300000001),
+        ('Baggetta','Nursery','ALPHA FOLIAGE',59200.45),
+        ('Baggetta','Nursery','HOLMBERG FARMS INC',52911.6),
+        ('Baggetta','Nursery','MATSUDAS BY GREEN ACRES LLC',46723.47),
+        ('Baggetta','Nursery','GREENLEAF NURSERY CO',24829.2),
+        ('Baggetta','Nursery','GREENHOUSE MEGASTORE',22552.0399999999),
+        ('Baggetta','Nursery','HICKORY HILL NURSERY',11072.7),
+        ('Baggetta','Nursery','BRANTLEY NURSERIES',9762.47999999998),
+        ('Baggetta','Nursery','DALLAS JOHNSON GREENHOUSE',8229.6),
+        ('Baggetta','Nursery','BAMA GREEN',1165.5),
+        ('Vander Deen','Greenhouse','HJS WHOLESALE LTD',310027.34),
+        ('Vander Deen','Greenhouse','DEGOEYS NURSERY  FLOWERS',26858.558706),
+        ('Vander Deen','Greenhouse','DEVRY GREENHOUSES',10713.15),
+        ('Vander Deen','Greenhouse','BIOFLORAL INC',9192.59000000001),
+        ('Baggetta','Greenhouse','COSTA',600234.409999999),
+        ('Baggetta','Greenhouse','SPARETIME SUPPLY',37966.8499999999),
+        ('Baggetta','Greenhouse','ALPHA FOLIAGE',32183.66),
+        ('Baggetta','Greenhouse','CASSCO',24248.74)
+    ) x(director,glec,account,amount)
+)
+,sdate AS (
+    SELECT
+        targ.director
+        ,targ.glec
+        ,targ.account
+        ,targ.amount
+        ,p.order_season
+        ,p.order_date
+        ,p.ship_date
+        ,p.ship_season
+        ,p.part
+        ,sum(p.value_usd) value_usd
+    FROM
+        rlarp.osm_pool p
+        INNER JOIN targ ON
+            p.billto_group = targ.account
+            AND p.segm = targ.glec
+            AND p.director = targ.director
+    WHERE
+        --order_season = 2021
+        ship_season = 2021 
+    GROUP BY
+        targ.director
+        ,targ.glec
+        ,targ.account
+        ,targ.amount
+        ,p.order_season
+        ,p.order_date
+        ,p.ship_date
+        ,p.ship_season
+        ,p.part
+)
+,rev AS (
+    SELECT
+        director
+        ,glec
+        ,account
+        ,amount
+        ,order_season
+        ,order_date
+        ,part
+        ,ship_date
+        ,ship_season
+        ,(ship_date + INTERVAL '1 year')::date rev_date
+        ,gld.ssyr
+        ,gld.fspr
+        ,value_usd
+        ,sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) agg
+        ,row_number() OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC) rn
+        ,CASE WHEN sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) >= amount THEN true ELSE false END flag
+    FROM
+        sdate
+        LEFT OUTER JOIN rlarp.gld gld ON
+            gld.drange @> (ship_date + INTERVAL '1 year')::date
+    ORDER BY
+        director
+        ,glec
+        ,account
+        ,order_season
+        ,amount
+        ,ship_date DESC
+)
+,rnk AS (
+SELECT  
+    director,glec ,account
+    ,min(rn) FILTER (WHERE flag = true) mflag
+FROM 
+    rev
+GROUP BY 
+    director,glec ,account ,account
+)
+,rejoin AS (
+    SELECT
+        rev.*
+        ,rnk.mflag
+        ,account || ' - '||to_char(amount,'FM999,999') goal
+        ,rev.rn <= rnk.mflag AS include
+    FROM
+        rnk
+        NATURAL JOIN rev
+)
+SELECT * FROM rejoin

build/move_sales/list_date.sql

@@ -0,0 +1,8 @@
+SELECT 
+    ship_cust_descr, order_date, ship_date, sum(value_usd) sales 
+from 
+    rlarp.osm_pool 
+where
+    ship_season = 2021 
+group by 
+    ship_cust_descr, order_date, ship_date;

build/move_sales/sales_months.sql

@@ -0,0 +1,357 @@
+BEGIN;
+
+WITH
+move AS (
+SELECT * FROM (VALUES
+    ('HOME0004 - ALLIANCE INTERNATIONAL LLC',CAST('10/7/2019' AS DATE),CAST('6/1/2020' AS DATE),11322.85,CAST('7/2/2020' AS DATE)),
+    ('CORS0004 - CORSOS PERENNIALS',CAST('10/23/2019' AS DATE),CAST('6/1/2020' AS DATE),30916.44,CAST('7/2/2020' AS DATE)),
+    ('MONR0007 - MONROVIA - VISALIA CA',CAST('2/3/2020' AS DATE),CAST('6/1/2020' AS DATE),8409.6,CAST('7/2/2020' AS DATE)),
+    ('BATT0001 - BATTLEFIELD FARMS',CAST('2/5/2020' AS DATE),CAST('6/1/2020' AS DATE),2285,CAST('7/2/2020' AS DATE)),
+    ('BABI0001 - BABIKOW GREENHOUSES',CAST('2/7/2020' AS DATE),CAST('6/1/2020' AS DATE),9640.8,CAST('7/2/2020' AS DATE)),
+    ('KALA0002 - KALAMAZOO FLOWER GROUP LLC',CAST('2/10/2020' AS DATE),CAST('6/1/2020' AS DATE),1005.4,CAST('7/2/2020' AS DATE)),
+    ('HATR0001 - H.A. TREICHLER  SONS',CAST('2/11/2020' AS DATE),CAST('6/1/2020' AS DATE),13425.44,CAST('7/2/2020' AS DATE)),
+    ('KALA0002 - KALAMAZOO FLOWER GROUP LLC',CAST('3/13/2020' AS DATE),CAST('6/1/2020' AS DATE),2464,CAST('7/2/2020' AS DATE)),
+    ('METR0002 - METROLINA GREENHOUSES',CAST('3/17/2020' AS DATE),CAST('6/1/2020' AS DATE),17619.12,CAST('7/2/2020' AS DATE)),
+    ('JOHN0020 - JOHN BARONEDBA BARONE FARM',CAST('3/23/2020' AS DATE),CAST('6/1/2020' AS DATE),5571.85,CAST('7/2/2020' AS DATE)),
+    ('JENS0002 - JENSEN DISTRIBUTION SERVICES',CAST('3/24/2020' AS DATE),CAST('6/1/2020' AS DATE),487.15,CAST('7/2/2020' AS DATE)),
+    ('DIST0007 - TERIS SERVICES-PICK UP ONLY U',CAST('3/31/2020' AS DATE),CAST('6/1/2020' AS DATE),5318.78,CAST('7/2/2020' AS DATE)),
+    ('DIST0007 - TERIS SERVICES-PICK UP ONLY U',CAST('4/7/2020' AS DATE),CAST('6/1/2020' AS DATE),400.28,CAST('7/2/2020' AS DATE)),
+    ('BELA0001 - BELA FLOR NURSERIES',CAST('4/15/2020' AS DATE),CAST('6/1/2020' AS DATE),1219.71,CAST('7/2/2020' AS DATE)),
+    ('JENS0002 - JENSEN DISTRIBUTION SERVICES',CAST('4/15/2020' AS DATE),CAST('6/1/2020' AS DATE),395.01,CAST('7/2/2020' AS DATE)),
+    ('LLNU0003 - LL NURSERY SUPPLY INC WA',CAST('4/16/2020' AS DATE),CAST('6/1/2020' AS DATE),656.7,CAST('7/2/2020' AS DATE)),
+    ('INTE0003 - GREENHOUSE MEGASTORE',CAST('4/23/2020' AS DATE),CAST('6/1/2020' AS DATE),283.06,CAST('7/2/2020' AS DATE)),
+    ('CALC0004 - CAL COLOR GROWERS LLC',CAST('4/28/2020' AS DATE),CAST('6/1/2020' AS DATE),8273.25,CAST('7/2/2020' AS DATE)),
+    ('BATT0001 - BATTLEFIELD FARMS',CAST('5/1/2020' AS DATE),CAST('6/1/2020' AS DATE),18919.26,CAST('7/2/2020' AS DATE)),
+    ('LOWE3110 - LOWES OF MILTON CANADA # 3110',CAST('5/4/2020' AS DATE),CAST('6/1/2020' AS DATE),8901.3,CAST('7/2/2020' AS DATE)),
+    ('SILV0007 - SILVERLEAF GHSE',CAST('5/6/2020' AS DATE),CAST('6/1/2020' AS DATE),19368.3,CAST('7/2/2020' AS DATE)),
+    ('HOME0004 - ALLIANCE INTERNATIONAL LLC',CAST('5/11/2020' AS DATE),CAST('6/1/2020' AS DATE),6312.37,CAST('7/2/2020' AS DATE)),
+    ('SHAD0009 - SHADY CREEK GREENHOUSES',CAST('5/12/2020' AS DATE),CAST('6/1/2020' AS DATE),1395.9,CAST('7/2/2020' AS DATE)),
+    ('ISLA0008 - ISLAND GROWER SUPPLIES LLC',CAST('5/13/2020' AS DATE),CAST('6/1/2020' AS DATE),2160,CAST('7/2/2020' AS DATE)),
+    ('LYSH0001 - LYS HYDRO GARDEN FRESNO',CAST('5/13/2020' AS DATE),CAST('6/1/2020' AS DATE),5383.08,CAST('7/2/2020' AS DATE)),
+    ('LLNU0003 - LL NURSERY SUPPLY INC WA',CAST('5/13/2020' AS DATE),CAST('6/1/2020' AS DATE),667.89,CAST('7/2/2020' AS DATE)),
+    ('STAN0009 - STANDEX ELECTRONICS',CAST('5/15/2020' AS DATE),CAST('6/1/2020' AS DATE),47.25,CAST('7/2/2020' AS DATE)),
+    ('BRAD0020 - BRADFORD CO-OP STORAGE LTD (U)',CAST('5/15/2020' AS DATE),CAST('6/1/2020' AS DATE),460.8,CAST('7/2/2020' AS DATE)),
+    ('CANA0034 - CANADIAN TIRE RETAIL DC 9004',CAST('5/16/2020' AS DATE),CAST('6/1/2020' AS DATE),4908.09,CAST('7/2/2020' AS DATE)),
+    ('AJBI0001 - AJ BILLES DC CANADIAN TIRE',CAST('5/16/2020' AS DATE),CAST('6/1/2020' AS DATE),29620.77,CAST('7/2/2020' AS DATE)),
+    ('LOWE3110 - LOWES OF MILTON CANADA # 3110',CAST('5/18/2020' AS DATE),CAST('6/1/2020' AS DATE),1595.47,CAST('7/2/2020' AS DATE)),
+    ('BATT0001 - BATTLEFIELD FARMS',CAST('5/19/2020' AS DATE),CAST('6/1/2020' AS DATE),2088,CAST('7/2/2020' AS DATE)),
+    ('HYDR0010 - HYDROFARM INC',CAST('5/20/2020' AS DATE),CAST('6/1/2020' AS DATE),22368.8,CAST('7/2/2020' AS DATE)),
+    ('WILD0012 - WILDWOODS-PACIFIC NURSERY POTS',CAST('5/20/2020' AS DATE),CAST('6/1/2020' AS DATE),4180,CAST('7/2/2020' AS DATE)),
+    ('GULF0002 - SUNBLEST GARDENS',CAST('5/20/2020' AS DATE),CAST('6/1/2020' AS DATE),21501.89,CAST('7/2/2020' AS DATE)),
+    ('LOUI0001 - LOUIS DAVINO SR LLC',CAST('5/20/2020' AS DATE),CAST('6/1/2020' AS DATE),38150.76,CAST('7/2/2020' AS DATE)),
+    ('DIST0007 - TERIS SERVICES-PICK UP ONLY U',CAST('5/21/2020' AS DATE),CAST('6/1/2020' AS DATE),3626.73,CAST('7/2/2020' AS DATE)),
+    ('FRED0038 - FRED MEYER STORES',CAST('5/21/2020' AS DATE),CAST('6/1/2020' AS DATE),38706.76,CAST('7/2/2020' AS DATE)),
+    ('LLNU0003 - LL NURSERY SUPPLY INC WA',CAST('5/21/2020' AS DATE),CAST('6/1/2020' AS DATE),3205.89,CAST('7/2/2020' AS DATE)),
+    ('DOIT0008 - DO IT BEST CORP',CAST('5/21/2020' AS DATE),CAST('6/1/2020' AS DATE),551.34,CAST('7/2/2020' AS DATE)),
+    ('BATT0001 - BATTLEFIELD FARMS',CAST('5/21/2020' AS DATE),CAST('6/1/2020' AS DATE),25150,CAST('7/2/2020' AS DATE)),
+    ('AJBI0001 - AJ BILLES DC CANADIAN TIRE',CAST('5/23/2020' AS DATE),CAST('6/1/2020' AS DATE),339.94,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0033 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),998.94,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0134 - AMAZON LGB6',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),1058.85,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0115 - AMAZON.COM LGB4 LLC',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),743.79,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0093 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),3087.16,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0055 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),772.44,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0008 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),1735.38,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0123 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),720.9,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0156 - AMAZON - MEM1',CAST('5/25/2020' AS DATE),CAST('6/1/2020' AS DATE),750.12,CAST('7/2/2020' AS DATE)),
+    ('FRED0038 - FRED MEYER STORES',CAST('5/26/2020' AS DATE),CAST('6/1/2020' AS DATE),4972.75,CAST('7/2/2020' AS DATE)),
+    ('INTE0003 - GREENHOUSE MEGASTORE',CAST('5/26/2020' AS DATE),CAST('6/1/2020' AS DATE),16602.93,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0156 - AMAZON - MEM1',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),14.46,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0159 - AMAZON - SCK1',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),27.27,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0045 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),27.27,CAST('7/2/2020' AS DATE)),
+    ('STON0028 - STONINGTON GARDENS',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),1370.99,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0083 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),130.14,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0073 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),27.27,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0012 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),28.92,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0127 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),27.27,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0093 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),14.46,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0043 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),27.27,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0140 - AMAZON - CLT3',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),27.27,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0114 - AMAZON.COM SERVICES,INC.',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),81.81,CAST('7/2/2020' AS DATE)),
+    ('COPP0002 - COPPERSTATE FARMS MGMT LLC',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),16156.8,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0148 - AMAZON - IND9          9912622',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),14.46,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0144 - AMAZON - CMH3',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),27.27,CAST('7/2/2020' AS DATE)),
+    ('INTE0003 - GREENHOUSE MEGASTORE',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),16810.8,CAST('7/2/2020' AS DATE)),
+    ('DCME0009 - 9 DIS ASM DC 7103 MERCH WM',CAST('5/27/2020' AS DATE),CAST('6/1/2020' AS DATE),26970.81,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0019 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0155 - AMAZON - XIX7',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0107 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),65.4,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0099 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0108 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('7/2/2020' AS DATE)),
+    ('AMAZ0090 - AMAZON.COM FULFILLMENT CTRCHH2',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('7/2/2020' AS DATE)),
+    ('GOLD0038 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('7/2/2020' AS DATE)),
+    ('GASK0001 - GASKO GREENHOUSES',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),39166.05,CAST('7/2/2020' AS DATE)),
+    ('EAGL0001 - EAGLE CREEK WHOLESALE',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),489.5,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0123 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0127 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0029 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('DIST0007 - TERIS SERVICES-PICK UP ONLY U',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),19122.39,CAST('8/2/2020' AS DATE)),
+    ('BEAU0002 - BEAUTIFUL LAND PRODUCTS',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),282.85,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0068 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0045 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0121 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0058 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0051 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('DEWA0001 - DEWAR NURSERIES',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),24181.3,CAST('8/2/2020' AS DATE)),
+    ('AMAZ0091 - AMAZON.COM SERVICES,INC.',CAST('5/28/2020' AS DATE),CAST('6/1/2020' AS DATE),46.32,CAST('8/2/2020' AS DATE)),
+    ('LUPI0001 - LUPINE LADY PORCUPINE GNHSE',CAST('5/29/2020' AS DATE),CAST('6/1/2020' AS DATE),112.42,CAST('8/2/2020' AS DATE)),
+    ('YODE0010 - YODERS PRODUCE INC',CAST('5/29/2020' AS DATE),CAST('6/1/2020' AS DATE),228.75,CAST('8/2/2020' AS DATE)),
+    ('JACK0020 - JACKSON COUNTY ARC INC',CAST('5/29/2020' AS DATE),CAST('6/1/2020' AS DATE),63.2,CAST('8/2/2020' AS DATE)),
+    ('RAND0011 - RANDY WESTRATE GREENHOUSE',CAST('5/29/2020' AS DATE),CAST('6/1/2020' AS DATE),420.75,CAST('8/2/2020' AS DATE)),
+    ('JOSE0006 - JOSE OCHOA',CAST('5/29/2020' AS DATE),CAST('6/1/2020' AS DATE),520.86,CAST('8/2/2020' AS DATE)),
+    ('WERA0001 - WE RADTKE INC',CAST('5/30/2020' AS DATE),CAST('6/1/2020' AS DATE),1747.05,CAST('8/2/2020' AS DATE)),
+    ('ERNS0003 - ERNST NURSERY',CAST('9/9/2019' AS DATE),CAST('6/2/2020' AS DATE),23493.6,CAST('8/2/2020' AS DATE)),
+    ('SANM0002 - SAN MARCOS-AMER HORT SUPPLY',CAST('10/7/2019' AS DATE),CAST('6/2/2020' AS DATE),23118.67,CAST('8/2/2020' AS DATE)),
+    ('CORS0004 - CORSOS PERENNIALS',CAST('10/23/2019' AS DATE),CAST('6/2/2020' AS DATE),18034.59,CAST('8/2/2020' AS DATE)),
+    ('ALTM0034 - ALTMAN PLANTS - SALINAS',CAST('11/15/2019' AS DATE),CAST('6/2/2020' AS DATE),6092.7,CAST('8/2/2020' AS DATE)),
+    ('ALTM0021 - ALTMANS SPECIALTY PLANTS PERRI',CAST('11/15/2019' AS DATE),CAST('6/2/2020' AS DATE),36831.64,CAST('8/2/2020' AS DATE)),
+    ('WILL0064 - WILLOWBROOK NURSERIES INC',CAST('11/25/2019' AS DATE),CAST('6/2/2020' AS DATE),3474,CAST('8/2/2020' AS DATE)),
+    ('CAVI0001 - CAVICCHIO GREENHOUSES INC',CAST('12/10/2019' AS DATE),CAST('6/2/2020' AS DATE),12716.82,CAST('8/2/2020' AS DATE)),
+    ('ENVI0008 - EVL NURSERY',CAST('12/16/2019' AS DATE),CAST('6/2/2020' AS DATE),3551.31,CAST('8/2/2020' AS DATE)),
+    ('MONR0018 - MONROVIA - DAYTON OR',CAST('1/6/2020' AS DATE),CAST('6/2/2020' AS DATE),29433.6,CAST('8/2/2020' AS DATE)),
+    ('WALD0003 - WALDO  ASSOCIATES',CAST('1/30/2020' AS DATE),CAST('6/2/2020' AS DATE),924.93,CAST('8/2/2020' AS DATE)),
+    ('METR0002 - METROLINA GREENHOUSES',CAST('2/11/2020' AS DATE),CAST('6/2/2020' AS DATE),13200,CAST('8/2/2020' AS DATE)),
+    ('HEAR0011 - HEARTLAND-SUN WAREHOUSE24HR N',CAST('2/28/2020' AS DATE),CAST('6/2/2020' AS DATE),4442.04,CAST('8/2/2020' AS DATE)),
+    ('FORE0005 - FOREST GLEN GREENHOUSES (C)',CAST('3/4/2020' AS DATE),CAST('6/2/2020' AS DATE),1747.44,CAST('8/2/2020' AS DATE)),
+    ('VPNU0002 - VP NURSERY',CAST('3/6/2020' AS DATE),CAST('6/2/2020' AS DATE),19356.48,CAST('8/2/2020' AS DATE)),
+    ('ACOS0002 - ACOSTA FARMS NURSERY INC',CAST('3/9/2020' AS DATE),CAST('6/2/2020' AS DATE),4391.78,CAST('8/2/2020' AS DATE)),
+    ('ACOS0002 - ACOSTA FARMS NURSERY INC',CAST('3/10/2020' AS DATE),CAST('6/2/2020' AS DATE),8700,CAST('8/2/2020' AS DATE)),
+    ('PLEA0026 - PLEASANT VALLEY FARM INC',CAST('3/11/2020' AS DATE),CAST('6/2/2020' AS DATE),731.2,CAST('8/2/2020' AS DATE)),
+    ('ROCK0026 - ROCKWELL FARMS',CAST('3/16/2020' AS DATE),CAST('6/2/2020' AS DATE),15949.44,CAST('8/2/2020' AS DATE)),
+    ('CLEA0015 - CLEARVIEW GREENHOUSES',CAST('3/16/2020' AS DATE),CAST('6/2/2020' AS DATE),6698.45,CAST('8/2/2020' AS DATE)),
+    ('OLDN0001 - OLD NORTH GROWERS',CAST('3/16/2020' AS DATE),CAST('6/2/2020' AS DATE),7484.51,CAST('8/2/2020' AS DATE)),
+    ('METR0002 - METROLINA GREENHOUSES',CAST('3/17/2020' AS DATE),CAST('6/2/2020' AS DATE),6767.1,CAST('8/2/2020' AS DATE)),
+    ('BAMA0001 - BAMA GREEN',CAST('3/17/2020' AS DATE),CAST('6/2/2020' AS DATE),13264.85,CAST('8/2/2020' AS DATE)),
+    ('WALD0003 - WALDO  ASSOCIATES',CAST('3/18/2020' AS DATE),CAST('6/2/2020' AS DATE),1234.9,CAST('8/2/2020' AS DATE)),
+    ('TREE0044 - TREESAP FARMS-FOREST GROVE OR',CAST('3/24/2020' AS DATE),CAST('6/2/2020' AS DATE),3047.22,CAST('8/2/2020' AS DATE)),
+    ('HEAR0011 - HEARTLAND-SUN WAREHOUSE24HR N',CAST('3/24/2020' AS DATE),CAST('6/2/2020' AS DATE),271,CAST('8/2/2020' AS DATE)),
+    ('YOUN0005 - YOUNGS PLANT FARM INC - FARM 2',CAST('3/25/2020' AS DATE),CAST('6/2/2020' AS DATE),44807.6,CAST('8/2/2020' AS DATE)),
+    ('YOUN0004 - YOUNGS PLANT FARM INC - FARM 1',CAST('3/25/2020' AS DATE),CAST('6/2/2020' AS DATE),27216.51,CAST('8/2/2020' AS DATE)),
+    ('DIXI0001 - DIXIE GREEN INC.',CAST('3/26/2020' AS DATE),CAST('6/2/2020' AS DATE),8568,CAST('8/2/2020' AS DATE)),
+    ('WILL0028 - WILLIAMS PLANT FARM',CAST('3/31/2020' AS DATE),CAST('6/2/2020' AS DATE),2812.5,CAST('8/2/2020' AS DATE)),
+    ('PLEA0026 - PLEASANT VALLEY FARM INC',CAST('4/2/2020' AS DATE),CAST('6/2/2020' AS DATE),468.18,CAST('8/2/2020' AS DATE)),
+    ('SPAR0001 - SPARETIME SUPPLY',CAST('4/2/2020' AS DATE),CAST('6/2/2020' AS DATE),17690.4,CAST('8/2/2020' AS DATE)),
+    ('HYDR0010 - HYDROFARM INC',CAST('4/3/2020' AS DATE),CAST('6/2/2020' AS DATE),19445.93,CAST('8/2/2020' AS DATE)),
+    ('CARL0001 - CARL BREHOB  SON',CAST('4/10/2020' AS DATE),CAST('6/2/2020' AS DATE),450.6,CAST('8/2/2020' AS DATE)),
+    ('ALPH0003 - ALPHA FOLIAGE',CAST('4/13/2020' AS DATE),CAST('6/2/2020' AS DATE),16207.16,CAST('8/2/2020' AS DATE)),
+    ('FISH0009 - FISHER NURSERY INC - CA',CAST('4/13/2020' AS DATE),CAST('6/2/2020' AS DATE),2211.86,CAST('8/2/2020' AS DATE)),
+    ('WALD0003 - WALDO  ASSOCIATES',CAST('4/14/2020' AS DATE),CAST('6/2/2020' AS DATE),2769.33,CAST('8/2/2020' AS DATE)),
+    ('ROCK0026 - ROCKWELL FARMS',CAST('4/15/2020' AS DATE),CAST('6/2/2020' AS DATE),5061.84,CAST('8/2/2020' AS DATE)),
+    ('SCOT0019 - SCOTTS NURSERY LTD  (C)',CAST('4/17/2020' AS DATE),CAST('6/2/2020' AS DATE),18909.45,CAST('8/2/2020' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('4/17/2020' AS DATE),CAST('6/2/2020' AS DATE),172.4,CAST('8/2/2020' AS DATE)),
+    ('WALD0003 - WALDO  ASSOCIATES',CAST('4/22/2020' AS DATE),CAST('6/2/2020' AS DATE),607.81,CAST('8/2/2020' AS DATE)),
+    ('KMNU0003 - KM NURSERY',CAST('4/22/2020' AS DATE),CAST('6/2/2020' AS DATE),30531.6,CAST('8/2/2020' AS DATE)),
+    ('SPAR0001 - SPARETIME SUPPLY',CAST('4/27/2020' AS DATE),CAST('6/2/2020' AS DATE),6633.9,CAST('2/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('4/28/2020' AS DATE),CAST('6/2/2020' AS DATE),8518.61,CAST('2/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('4/29/2020' AS DATE),CAST('6/2/2020' AS DATE),926.2,CAST('2/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('4/30/2020' AS DATE),CAST('6/2/2020' AS DATE),6024.27,CAST('2/2/2021' AS DATE)),
+    ('AJBI0001 - AJ BILLES DC CANADIAN TIRE',CAST('5/2/2020' AS DATE),CAST('6/2/2020' AS DATE),752.43,CAST('2/2/2021' AS DATE)),
+    ('CARL0001 - CARL BREHOB  SON',CAST('5/6/2020' AS DATE),CAST('6/2/2020' AS DATE),627.25,CAST('2/2/2021' AS DATE)),
+    ('ENVI0008 - EVL NURSERY',CAST('5/6/2020' AS DATE),CAST('6/2/2020' AS DATE),1587.84,CAST('2/2/2021' AS DATE)),
+    ('WALD0003 - WALDO  ASSOCIATES',CAST('5/7/2020' AS DATE),CAST('6/2/2020' AS DATE),1734.3,CAST('2/2/2021' AS DATE)),
+    ('LOWE3110 - LOWES OF MILTON CANADA # 3110',CAST('5/11/2020' AS DATE),CAST('6/2/2020' AS DATE),3066.42,CAST('2/2/2021' AS DATE)),
+    ('BUCK0006 - BUCKHORN NURSERY',CAST('5/11/2020' AS DATE),CAST('6/2/2020' AS DATE),1804,CAST('2/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('5/12/2020' AS DATE),CAST('6/2/2020' AS DATE),73.8,CAST('2/2/2021' AS DATE)),
+    ('WALD0003 - WALDO  ASSOCIATES',CAST('5/13/2020' AS DATE),CAST('6/2/2020' AS DATE),5142.12,CAST('2/2/2021' AS DATE)),
+    ('WHIT0003 - WHITES NURSERY',CAST('5/14/2020' AS DATE),CAST('6/2/2020' AS DATE),1859.68,CAST('2/2/2021' AS DATE)),
+    ('MENA3339 - MENARDS INC',CAST('5/18/2020' AS DATE),CAST('6/2/2020' AS DATE),1974.54,CAST('2/2/2021' AS DATE)),
+    ('WEST0646 - NUTRIEN AG SOL. - WATSONVILLE',CAST('5/18/2020' AS DATE),CAST('6/2/2020' AS DATE),9660.19,CAST('2/2/2021' AS DATE)),
+    ('HOMU5089 - THE HOME DEPOT #5089 PICK UP',CAST('5/19/2020' AS DATE),CAST('6/2/2020' AS DATE),4166.76,CAST('2/2/2021' AS DATE)),
+    ('HOMU5642 - THE HOME DEPOT #5642 PICK UP',CAST('5/19/2020' AS DATE),CAST('6/2/2020' AS DATE),7687.15,CAST('2/2/2021' AS DATE)),
+    ('HOMU5030 - THE HOME DEPOT #5030 PICK UP',CAST('5/19/2020' AS DATE),CAST('6/2/2020' AS DATE),4395.64,CAST('2/2/2021' AS DATE)),
+    ('HYDR0010 - HYDROFARM INC',CAST('5/20/2020' AS DATE),CAST('6/2/2020' AS DATE),12492.62,CAST('2/2/2021' AS DATE)),
+    ('CARL0001 - CARL BREHOB  SON',CAST('5/20/2020' AS DATE),CAST('6/2/2020' AS DATE),1747.28,CAST('2/2/2021' AS DATE)),
+    ('HOMU5034 - THE HOME DEPOT #5034 PICK UP',CAST('5/21/2020' AS DATE),CAST('6/2/2020' AS DATE),18292.72,CAST('2/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('5/21/2020' AS DATE),CAST('6/2/2020' AS DATE),1104.45,CAST('2/2/2021' AS DATE)),
+    ('WOOD0001 - WOODBURN NURSERY',CAST('5/21/2020' AS DATE),CAST('6/2/2020' AS DATE),6138,CAST('2/2/2021' AS DATE)),
+    ('ROBE0014 - ROBERTAS YOUNG PLANTS',CAST('5/21/2020' AS DATE),CAST('6/2/2020' AS DATE),9819.29,CAST('2/2/2021' AS DATE)),
+    ('HOMU5084 - THE HOME DEPOT #5084 PICK UP',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),6897.97,CAST('2/2/2021' AS DATE)),
+    ('CASS0002 - CASSCO',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),20617.7,CAST('2/2/2021' AS DATE)),
+    ('HOMU5085 - THE HOME DEPOT #5085 PICK UP',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),17337.57,CAST('2/2/2021' AS DATE)),
+    ('HOMU5089 - THE HOME DEPOT #5089 PICK UP',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),9208.18,CAST('2/2/2021' AS DATE)),
+    ('HOMU5643 - THE HOME DEPOT #5643 PICK UP',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),963.84,CAST('2/2/2021' AS DATE)),
+    ('HOMU5642 - THE HOME DEPOT #5642 PICK UP',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),576.04,CAST('2/2/2021' AS DATE)),
+    ('HOMU5520 - THE HOME DEPOT #5520 PICK UP',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),7713.04,CAST('2/2/2021' AS DATE)),
+    ('HOMU5030 - THE HOME DEPOT #5030 PICK UP',CAST('5/22/2020' AS DATE),CAST('6/2/2020' AS DATE),5072.52,CAST('2/2/2021' AS DATE)),
+    ('AMAZ0058 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/2/2020' AS DATE),578.27,CAST('2/2/2021' AS DATE)),
+    ('LOWE3110 - LOWES OF MILTON CANADA # 3110',CAST('5/25/2020' AS DATE),CAST('6/2/2020' AS DATE),1637.71,CAST('2/2/2021' AS DATE)),
+    ('AMAZ0006 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/2/2020' AS DATE),2438.8,CAST('2/2/2021' AS DATE)),
+    ('AMAZ0085 - AMAZON.COM SERVICES,INC.',CAST('5/25/2020' AS DATE),CAST('6/2/2020' AS DATE),2800.81,CAST('2/2/2021' AS DATE)),
+    ('HOMU5851 - THE HOME DEPOT #5851 PICK UP',CAST('5/26/2020' AS DATE),CAST('6/2/2020' AS DATE),19600.94,CAST('2/2/2021' AS DATE)),
+    ('HOMU5520 - THE HOME DEPOT #5520 PICK UP',CAST('5/26/2020' AS DATE),CAST('6/2/2020' AS DATE),10885.09,CAST('5/2/2021' AS DATE)),
+    ('HOMU5084 - THE HOME DEPOT #5084 PICK UP',CAST('5/26/2020' AS DATE),CAST('6/2/2020' AS DATE),3289.09,CAST('4/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('5/26/2020' AS DATE),CAST('6/2/2020' AS DATE),1422.36,CAST('4/2/2021' AS DATE)),
+    ('BRAN0014 - BRANTLEY NURSERIES-BUSHNELL',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),9762.48,CAST('5/2/2021' AS DATE)),
+    ('BWIC000G - BWI - SPRINGFIELD MO',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),12315.24,CAST('3/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),408,CAST('3/2/2021' AS DATE)),
+    ('DIST0004 - TERIS SVSC DAPPROVISIONNEMNTC',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),1942.22,CAST('3/2/2021' AS DATE)),
+    ('WALM602A - WALMART DC 6002A-ASM DIS',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),30551,CAST('3/2/2021' AS DATE)),
+    ('CASS0002 - CASSCO',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),6635.15,CAST('3/2/2021' AS DATE)),
+    ('HOMU5087 - THE HOME DEPOT #5087 PICK UP',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),12138.15,CAST('3/2/2021' AS DATE)),
+    ('TJSG0001 - TJS GREENHOUSE  LANDSCAPE',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),1085.19,CAST('3/2/2021' AS DATE)),
+    ('HOMU5642 - THE HOME DEPOT #5642 PICK UP',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),4149.17,CAST('3/2/2021' AS DATE)),
+    ('SCMD0001 - SCM DC 6063A-ASM DIS WM PICKUP',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),18407.75,CAST('3/2/2021' AS DATE)),
+    ('HOMU5639 - THE HOME DEPOT #5639 PICK UP',CAST('5/27/2020' AS DATE),CAST('6/2/2020' AS DATE),4594.91,CAST('3/2/2021' AS DATE)),
+    ('GRIF0001 - GRIFFIN GREENHOUSE - TEWKSBURY',CAST('5/28/2020' AS DATE),CAST('6/2/2020' AS DATE),660.9,CAST('3/2/2021' AS DATE)),
+    ('CWKI0001 - CW KITCHENS INC',CAST('5/28/2020' AS DATE),CAST('6/2/2020' AS DATE),780.23,CAST('3/2/2021' AS DATE)),
+    ('LLNU0001 - LL NURSERY SUPPLY INC CA',CAST('5/28/2020' AS DATE),CAST('6/2/2020' AS DATE),40536.37,CAST('3/2/2021' AS DATE)),
+    ('ROSE0026 - ROSEVILLE FARMS',CAST('5/29/2020' AS DATE),CAST('6/2/2020' AS DATE),10254.6,CAST('3/2/2021' AS DATE)),
+    ('PLEA0026 - PLEASANT VALLEY FARM INC',CAST('5/29/2020' AS DATE),CAST('6/2/2020' AS DATE),12979.2,CAST('3/2/2021' AS DATE)),
+    ('BRAD0020 - BRADFORD CO-OP STORAGE LTD (U)',CAST('5/29/2020' AS DATE),CAST('6/2/2020' AS DATE),5908.07,CAST('3/2/2021' AS DATE)),
+    ('GLOB0004 - GLOBAL HORTICULTURAL INC   (C)',CAST('5/31/2019' AS DATE),CAST('6/3/2020' AS DATE),4159.13,CAST('3/2/2021' AS DATE)),
+    ('GREE0092 - GREENSCAPE',CAST('8/13/2019' AS DATE),CAST('6/3/2020' AS DATE),565.45,CAST('3/2/2021' AS DATE)),
+    ('QUAL0021 - QUALITY GHSE SITE 2',CAST('8/15/2019' AS DATE),CAST('6/3/2020' AS DATE),28746.9,CAST('3/2/2021' AS DATE)),
+    ('MARK0020 - MARKET BASKET OF ST PETERS #6',CAST('9/5/2019' AS DATE),CAST('6/3/2020' AS DATE),89.16,CAST('3/2/2021' AS DATE)),
+    ('TWIN0007 - TWIN OAKS GROWERS',CAST('9/9/2019' AS DATE),CAST('6/3/2020' AS DATE),2310,CAST('3/2/2021' AS DATE)),
+    ('UCGM0001 - UGC - MARKET BASKET',CAST('9/17/2019' AS DATE),CAST('6/3/2020' AS DATE),133.77,CAST('3/2/2021' AS DATE)),
+    ('DREA0005 - DREAMS WITH COLORS INC',CAST('10/3/2019' AS DATE),CAST('6/3/2020' AS DATE),11549.2,CAST('4/2/2021' AS DATE)),
+    ('RSGR0004 - RS GROWERS SUPPLY INC',CAST('10/14/2019' AS DATE),CAST('6/3/2020' AS DATE),4339.84,CAST('4/2/2021' AS DATE)),
+    ('WEAV0003 - WEAVERLAND VALLEY GREENHOUSE',CAST('10/18/2019' AS DATE),CAST('6/3/2020' AS DATE),1039.92,CAST('4/2/2021' AS DATE)),
+    ('FOST0001 - FOSTERS INC             RETAIL',CAST('10/22/2019' AS DATE),CAST('6/3/2020' AS DATE),1162.1,CAST('4/2/2021' AS DATE)),
+    ('WETS0003 - BFG SUPPLY - HARRISONBURG(W13)',CAST('10/22/2019' AS DATE),CAST('6/3/2020' AS DATE),1788.07,CAST('4/2/2021' AS DATE)),
+    ('BFGS0011 - BFG SUPPLY - ST PAUL',CAST('10/22/2019' AS DATE),CAST('6/3/2020' AS DATE),1448.7,CAST('4/2/2021' AS DATE)),
+    ('BFGS0004 - BFG SUPPLY - GRAND RAPIDS(W04)',CAST('10/22/2019' AS DATE),CAST('6/3/2020' AS DATE),973.07,CAST('4/2/2021' AS DATE)),
+    ('BFGS0015 - BFG SUPPLY - CHESWICK (W08)',CAST('10/23/2019' AS DATE),CAST('6/3/2020' AS DATE),2197.89,CAST('4/2/2021' AS DATE)),
+    ('FOST0001 - FOSTERS INC             RETAIL',CAST('10/25/2019' AS DATE),CAST('6/3/2020' AS DATE),1575.99,CAST('4/2/2021' AS DATE)),
+    ('ARTK0002 - ART KNAPP - HESTIA PRODUCTIONS',CAST('10/28/2019' AS DATE),CAST('6/3/2020' AS DATE),610.56,CAST('4/2/2021' AS DATE)),
+    ('EARL0012 - EARL MAY SEED  NURSERY',CAST('10/28/2019' AS DATE),CAST('6/3/2020' AS DATE),174.23,CAST('4/2/2021' AS DATE)),
+    ('DEGR0004 - DEGROOTS NURSERIES',CAST('10/31/2019' AS DATE),CAST('6/3/2020' AS DATE),205.12,CAST('4/2/2021' AS DATE)),
+    ('PLAN0009 - PLANTERS SEED  SPICE      RET',CAST('11/1/2019' AS DATE),CAST('6/3/2020' AS DATE),234.61,CAST('4/2/2021' AS DATE)),
+    ('CYGR0003 - CY GROWERS SUPPLIES LTD U',CAST('11/4/2019' AS DATE),CAST('6/3/2020' AS DATE),1566,CAST('4/2/2021' AS DATE)),
+    ('BFGS0004 - BFG SUPPLY - GRAND RAPIDS(W04)',CAST('11/4/2019' AS DATE),CAST('6/3/2020' AS DATE),187.77,CAST('4/2/2021' AS DATE)),
+    ('CISC0001 - CISCO COMPANIES (THE)',CAST('11/11/2019' AS DATE),CAST('6/3/2020' AS DATE),533.92,CAST('4/2/2021' AS DATE)),
+    ('BERG0012 - BERGENS GREENHOUSE',CAST('11/12/2019' AS DATE),CAST('6/3/2020' AS DATE),84.46,CAST('4/2/2021' AS DATE)),
+    ('BERG0029 - BERGEN NURSERY',CAST('11/12/2019' AS DATE),CAST('6/3/2020' AS DATE),759.73,CAST('4/2/2021' AS DATE)),
+    ('GREE0223 - EDDIS WHOLESALE GDN SUPPLIES',CAST('11/13/2019' AS DATE),CAST('6/3/2020' AS DATE),87.58,CAST('4/2/2021' AS DATE)),
+    ('KOLL0002 - KOLLMANS GREENHOUSE',CAST('11/15/2019' AS DATE),CAST('6/3/2020' AS DATE),174.67,CAST('4/2/2021' AS DATE)),
+    ('ALTM0032 - ALTMAN PLANTS - TROUP',CAST('11/15/2019' AS DATE),CAST('6/3/2020' AS DATE),933,CAST('4/2/2021' AS DATE)),
+    ('MISC0001 - MISC ACCT -        (US )',CAST('11/18/2019' AS DATE),CAST('6/3/2020' AS DATE),0,CAST('4/2/2021' AS DATE)),
+    ('DOIT0030 - DIB-ROLLIERS INC #4447',CAST('11/19/2019' AS DATE),CAST('6/3/2020' AS DATE),23.04,CAST('4/2/2021' AS DATE)),
+    ('BWIC000T - BWI - TEXARKANA TX',CAST('11/20/2019' AS DATE),CAST('6/3/2020' AS DATE),21.77,CAST('4/2/2021' AS DATE)),
+    ('GREE0005 - GREEN ISLAND DISTRIBUTORS INC.',CAST('11/20/2019' AS DATE),CAST('6/3/2020' AS DATE),156.56,CAST('4/2/2021' AS DATE)),
+    ('MAPL0025 - MAPLE LEAF GARDEN',CAST('11/20/2019' AS DATE),CAST('6/3/2020' AS DATE),87.58,CAST('4/2/2021' AS DATE)),
+    ('WYAT0007 - WYATT QUARLES SEED CO',CAST('11/21/2019' AS DATE),CAST('6/3/2020' AS DATE),506.32,CAST('4/2/2021' AS DATE)),
+    ('BWIC000E - BWI - GREENVILLE-SPARTANBURG',CAST('11/22/2019' AS DATE),CAST('6/3/2020' AS DATE),662.73,CAST('4/2/2021' AS DATE)),
+    ('HALI0002 - HALIFAX SEED DIST CENTER  (C)',CAST('11/22/2019' AS DATE),CAST('6/3/2020' AS DATE),555.71,CAST('4/2/2021' AS DATE)),
+    ('EDDI0001 - EDDIS WHOLESALE GDN SUPPLIES',CAST('12/2/2019' AS DATE),CAST('6/3/2020' AS DATE),86.01,CAST('4/2/2021' AS DATE)),
+    ('MARI0030 - MARIA GARDENS',CAST('12/3/2019' AS DATE),CAST('6/3/2020' AS DATE),790.55,CAST('4/2/2021' AS DATE)),
+    ('MARI0007 - MARIA GARDENS - N. ROYALTON',CAST('12/4/2019' AS DATE),CAST('6/3/2020' AS DATE),675.25,CAST('4/2/2021' AS DATE)),
+    ('LLNU0003 - LL NURSERY SUPPLY INC WA',CAST('12/5/2019' AS DATE),CAST('6/3/2020' AS DATE),445.85,CAST('4/2/2021' AS DATE)),
+    ('LLNU0001 - LL NURSERY SUPPLY INC CA',CAST('12/5/2019' AS DATE),CAST('6/3/2020' AS DATE),358.1,CAST('4/2/2021' AS DATE)),
+    ('CAVI0001 - CAVICCHIO GREENHOUSES INC',CAST('12/6/2019' AS DATE),CAST('6/3/2020' AS DATE),2316.1,CAST('4/2/2021' AS DATE)),
+    ('GRIF0010 - GRIFFIN GREENHOUSE - STAFFORD',CAST('12/6/2019' AS DATE),CAST('6/3/2020' AS DATE),527.51,CAST('4/2/2021' AS DATE)),
+    ('BFGS0015 - BFG SUPPLY - CHESWICK (W08)',CAST('12/6/2019' AS DATE),CAST('6/3/2020' AS DATE),1640.54,CAST('4/2/2021' AS DATE)),
+    ('COST0015 - COSTA FARMS-FOLIAGE DIV (CNF)',CAST('12/6/2019' AS DATE),CAST('6/3/2020' AS DATE),18673.2,CAST('4/2/2021' AS DATE)),
+    ('BFGS0015 - BFG SUPPLY - CHESWICK (W08)',CAST('12/9/2019' AS DATE),CAST('6/3/2020' AS DATE),716.74,CAST('4/2/2021' AS DATE)),
+    ('BFGS0004 - BFG SUPPLY - GRAND RAPIDS(W04)',CAST('12/9/2019' AS DATE),CAST('6/3/2020' AS DATE),521.93,CAST('4/2/2021' AS DATE)),
+    ('HORI0005 - HORIZON DISTRIBUTION INC',CAST('12/10/2019' AS DATE),CAST('6/3/2020' AS DATE),133.47,CAST('4/2/2021' AS DATE)),
+    ('CARL0002 - CARLIN HORTICULTURAL SUPP    U',CAST('12/10/2019' AS DATE),CAST('6/3/2020' AS DATE),155.55,CAST('4/2/2021' AS DATE)),
+    ('CAVI0001 - CAVICCHIO GREENHOUSES INC',CAST('12/10/2019' AS DATE),CAST('6/3/2020' AS DATE),1695.58,CAST('4/2/2021' AS DATE)),
+    ('CARL0001 - CARL BREHOB  SON',CAST('12/12/2019' AS DATE),CAST('6/3/2020' AS DATE),478.87,CAST('4/2/2021' AS DATE)),
+    ('BWIC000G - BWI - SPRINGFIELD MO',CAST('12/12/2019' AS DATE),CAST('6/3/2020' AS DATE),68.23,CAST('4/2/2021' AS DATE)),
+    ('GARD0095 - GARD N WISE SALT LAKE',CAST('12/12/2019' AS DATE),CAST('6/3/2020' AS DATE),214.58,CAST('4/2/2021' AS DATE)),
+    ('GARD0122 - GARD N WISE DENVER',CAST('12/12/2019' AS DATE),CAST('6/3/2020' AS DATE),632.41,CAST('4/2/2021' AS DATE)),
+    ('STRA0022 - STRADERS GARDEN SUPPLY',CAST('12/13/2019' AS DATE),CAST('6/3/2020' AS DATE),186.94,CAST('4/2/2021' AS DATE)),
+    ('STRA0020 - STRADERS GARDEN CENTER #1',CAST('12/13/2019' AS DATE),CAST('6/3/2020' AS DATE),290.19,CAST('4/2/2021' AS DATE)),
+    ('PLRO0001 - PL ROHRER  BRO INC     RET',CAST('12/13/2019' AS DATE),CAST('6/3/2020' AS DATE),21.77,CAST('4/2/2021' AS DATE)),
+    ('STRA0001 - STRADERS GREENHOUSE-POWELL',CAST('12/13/2019' AS DATE),CAST('6/3/2020' AS DATE),119.62,CAST('4/2/2021' AS DATE)),
+    ('STRA0023 - STRADERS GARDEN SUPPLY',CAST('12/13/2019' AS DATE),CAST('6/3/2020' AS DATE),186.94,CAST('4/2/2021' AS DATE)),
+    ('STRA0002 - STRADERS GREENHOUSE-GROVE CITY',CAST('12/13/2019' AS DATE),CAST('6/3/2020' AS DATE),186.94,CAST('4/2/2021' AS DATE)),
+    ('LUCA0001 - LUCAS GREENHOUSE',CAST('12/16/2019' AS DATE),CAST('6/3/2020' AS DATE),101062.73,CAST('4/2/2021' AS DATE)),
+    ('ENVI0008 - EVL NURSERY',CAST('12/16/2019' AS DATE),CAST('6/3/2020' AS DATE),22023.66,CAST('4/2/2021' AS DATE)),
+    ('WILD0012 - WILDWOODS-PACIFIC NURSERY POTS',CAST('12/16/2019' AS DATE),CAST('6/3/2020' AS DATE),14853.15,CAST('4/2/2021' AS DATE)),
+    ('APAC0001 - APACHE SEEDS LTD',CAST('12/17/2019' AS DATE),CAST('6/3/2020' AS DATE),663.82,CAST('4/2/2021' AS DATE)),
+    ('GALE0003 - GALES GARDEN CENTER',CAST('12/18/2019' AS DATE),CAST('6/3/2020' AS DATE),622.16,CAST('4/2/2021' AS DATE)),
+    ('OTTO0004 - OTTEN BROS NRSY  LANDSCPG INC',CAST('12/19/2019' AS DATE),CAST('6/3/2020' AS DATE),211.66,CAST('4/2/2021' AS DATE)),
+    ('INTE0014 - INTERMOUNTAIN FARMERS ASSN',CAST('12/20/2019' AS DATE),CAST('6/3/2020' AS DATE),87.46,CAST('4/2/2021' AS DATE)),
+    ('GARD0095 - GARD N WISE SALT LAKE',CAST('12/20/2019' AS DATE),CAST('6/3/2020' AS DATE),71.63,CAST('4/2/2021' AS DATE)),
+    ('GRIF0002 - GRIFFIN GREENHOUSE - SCHENECTA',CAST('12/26/2019' AS DATE),CAST('6/3/2020' AS DATE),1849.79,CAST('4/2/2021' AS DATE)),
+    ('COST0007 - COSTA COLOR-MIAMI FL',CAST('1/8/2020' AS DATE),CAST('6/3/2020' AS DATE),15629.4,CAST('4/2/2021' AS DATE)),
+    ('COST0015 - COSTA FARMS-FOLIAGE DIV (CNF)',CAST('1/9/2020' AS DATE),CAST('6/3/2020' AS DATE),6652.8,CAST('4/2/2021' AS DATE)),
+    ('COST0015 - COSTA FARMS-FOLIAGE DIV (CNF)',CAST('1/10/2020' AS DATE),CAST('6/3/2020' AS DATE),944,CAST('4/2/2021' AS DATE)),
+    ('FOST0001 - FOSTERS INC             RETAIL',CAST('1/13/2020' AS DATE),CAST('6/3/2020' AS DATE),888.04,CAST('4/2/2021' AS DATE)),
+    ('INTE0003 - GREENHOUSE MEGASTORE',CAST('1/13/2020' AS DATE),CAST('6/3/2020' AS DATE),368.52,CAST('4/2/2021' AS DATE)),
+    ('JOSE0009 - JOSEPH GEREMIA FARM',CAST('1/13/2020' AS DATE),CAST('6/3/2020' AS DATE),1739.3,CAST('4/2/2021' AS DATE)),
+    ('COST0015 - COSTA FARMS-FOLIAGE DIV (CNF)',CAST('1/14/2020' AS DATE),CAST('6/3/2020' AS DATE),5026.94,CAST('4/2/2021' AS DATE)),
+    ('RITC0001 - RITCHIE FEED  SEED  C',CAST('1/15/2020' AS DATE),CAST('6/3/2020' AS DATE),1.1,CAST('4/2/2021' AS DATE)),
+    ('KUBE0001 - KUBE PAK CORPORATION',CAST('1/16/2020' AS DATE),CAST('6/3/2020' AS DATE),874.5,CAST('4/2/2021' AS DATE)),
+    ('FRYS0001 - FRYSVILLE FARMS (MILES FRY)',CAST('1/17/2020' AS DATE),CAST('6/3/2020' AS DATE),1857.6,CAST('4/2/2021' AS DATE)),
+    ('PRIN0001 - PRINCE CORPORATION',CAST('1/20/2020' AS DATE),CAST('6/3/2020' AS DATE),211.16,CAST('4/2/2021' AS DATE)),
+    ('GALE0006 - GALES GARDEN CENTER',CAST('1/20/2020' AS DATE),CAST('6/3/2020' AS DATE),19.47,CAST('4/2/2021' AS DATE)),
+    ('CKGR0004 - CK GREENHOUSES',CAST('1/20/2020' AS DATE),CAST('6/3/2020' AS DATE),4442.04,CAST('4/2/2021' AS DATE)),
+    ('MATS0002 - MATSUDAS OF SACRAMENTO',CAST('1/20/2020' AS DATE),CAST('6/3/2020' AS DATE),57056.64,CAST('5/2/2021' AS DATE)),
+    ('GRIF0005 - GRIFFIN GREENHOUSE - AUBURN',CAST('1/21/2020' AS DATE),CAST('6/3/2020' AS DATE),7399.49,CAST('5/2/2021' AS DATE)),
+    ('GRIF0014 - GRIFFIN GREENHOUSE - MORGANTWN',CAST('1/21/2020' AS DATE),CAST('6/3/2020' AS DATE),16031.53,CAST('5/2/2021' AS DATE)),
+    ('GRIF0004 - GRIFFIN GREENHOUSE - CHESHIRE',CAST('1/21/2020' AS DATE),CAST('6/3/2020' AS DATE),6166.24,CAST('5/2/2021' AS DATE)),
+    ('GROW0001 - GROWER DIRECT FARMS INC',CAST('1/24/2020' AS DATE),CAST('6/3/2020' AS DATE),1199.44,CAST('5/2/2021' AS DATE)),
+    ('CHAR0009 - CHARLES SPITZNER',CAST('1/24/2020' AS DATE),CAST('6/3/2020' AS DATE),7350,CAST('5/2/2021' AS DATE)),
+    ('KURT0018 - KURTZ FARMS',CAST('1/27/2020' AS DATE),CAST('6/3/2020' AS DATE),3689.69,CAST('5/2/2021' AS DATE)),
+    ('PARK0004 - PARKS BROTHERS FARMS',CAST('1/27/2020' AS DATE),CAST('6/3/2020' AS DATE),2250,CAST('5/2/2021' AS DATE)),
+    ('JAYW0001 - JAY W GUILD',CAST('1/28/2020' AS DATE),CAST('6/3/2020' AS DATE),8388.9,CAST('5/2/2021' AS DATE)),
+    ('VAND0001 - VANDENBERG BULB CO INC',CAST('1/29/2020' AS DATE),CAST('6/3/2020' AS DATE),70.35,CAST('5/2/2021' AS DATE)),
+    ('LITT0001 - LITTLE MOUNTAIN GREENHOUSES U',CAST('2/3/2020' AS DATE),CAST('6/3/2020' AS DATE),61.92,CAST('5/2/2021' AS DATE)),
+    ('JIFF0006 - JIFFY PRODUCTS OF AMERICA',CAST('2/4/2020' AS DATE),CAST('6/3/2020' AS DATE),16652.25,CAST('5/2/2021' AS DATE)),
+    ('RSGR0004 - RS GROWERS SUPPLY INC',CAST('2/6/2020' AS DATE),CAST('6/3/2020' AS DATE),0.02,CAST('5/2/2021' AS DATE)),
+    ('SCHL0001 - SCHLEGEL GRHSE',CAST('2/6/2020' AS DATE),CAST('6/3/2020' AS DATE),3646.58,CAST('5/2/2021' AS DATE)),
+    ('VANW0013 - VAN WINGERDEN GREENHOUSE LLC',CAST('2/7/2020' AS DATE),CAST('6/3/2020' AS DATE),537.3,CAST('5/2/2021' AS DATE)),
+    ('RITC0001 - RITCHIE FEED  SEED  C',CAST('2/7/2020' AS DATE),CAST('6/3/2020' AS DATE),179.46,CAST('5/2/2021' AS DATE)),
+    ('LONG0002 - LONGFELLOWS GREENHOUSE',CAST('2/7/2020' AS DATE),CAST('6/3/2020' AS DATE),5536.48,CAST('5/2/2021' AS DATE)),
+    ('AAPL0001 - AA PLANTS INC',CAST('2/7/2020' AS DATE),CAST('6/3/2020' AS DATE),3843,CAST('5/2/2021' AS DATE)),
+    ('BFGS0004 - BFG SUPPLY - GRAND RAPIDS(W04)',CAST('2/10/2020' AS DATE),CAST('6/3/2020' AS DATE),553.3,CAST('5/2/2021' AS DATE)),
+    ('KALA0002 - KALAMAZOO FLOWER GROUP LLC',CAST('2/10/2020' AS DATE),CAST('6/3/2020' AS DATE),502.7,CAST('5/2/2021' AS DATE)),
+    ('DOIT0079 - DO IT BEST CORP',CAST('2/10/2020' AS DATE),CAST('6/3/2020' AS DATE),494.4,CAST('5/2/2021' AS DATE)),
+    ('DOIT0004 - DO IT BEST CORP',CAST('2/11/2020' AS DATE),CAST('6/3/2020' AS DATE),82.4,CAST('5/2/2021' AS DATE)),
+    ('GRIF0002 - GRIFFIN GREENHOUSE - SCHENECTA',CAST('2/12/2020' AS DATE),CAST('6/3/2020' AS DATE),376.6,CAST('5/2/2021' AS DATE)),
+    ('NATU0027 - NATURALLY BEAUTIFUL PLANT PROD',CAST('2/12/2020' AS DATE),CAST('6/3/2020' AS DATE),31636.8,CAST('5/2/2021' AS DATE)),
+    ('FARM0012 - FARMETTE GARDENS',CAST('2/13/2020' AS DATE),CAST('6/3/2020' AS DATE),6028.37,CAST('5/2/2021' AS DATE)),
+    ('SPOR0002 - SPORTEL GREENHOUSE',CAST('2/13/2020' AS DATE),CAST('6/3/2020' AS DATE),3728.54,CAST('5/2/2021' AS DATE)),
+    ('ARET0001 - ARETT SALES - BRISTOL',CAST('2/14/2020' AS DATE),CAST('6/3/2020' AS DATE),266.62,CAST('5/2/2021' AS DATE)),
+    ('GREE0005 - GREEN ISLAND DISTRIBUTORS INC.',CAST('2/14/2020' AS DATE),CAST('6/3/2020' AS DATE),21.21,CAST('5/2/2021' AS DATE)),
+    ('FARM0001 - FARMERS COOPERATIVE ELEVATOR',CAST('2/17/2020' AS DATE),CAST('6/3/2020' AS DATE),495,CAST('5/2/2021' AS DATE)),
+    ('VANW0009 - VAN WINGERDEN INTERNATIONAL',CAST('2/17/2020' AS DATE),CAST('6/3/2020' AS DATE),908.6,CAST('5/2/2021' AS DATE)),
+    ('CIVA0001 - CIVANO NURSERY',CAST('2/18/2020' AS DATE),CAST('6/3/2020' AS DATE),50700,CAST('5/2/2021' AS DATE))
+) x(ship_cust_descr,order_date,ship_date,sales,revised)
+)
+,upd AS (
+    UPDATE
+        rlarp.osm_pool p
+    SET
+        ship_date = revised
+    FROM
+        move 
+    WHERE
+            move.ship_cust_descr  = p.ship_cust_descr 
+        AND move.order_date       = p.order_date
+        AND move.ship_date        = p.ship_date
+        AND p.ship_season = 2021
+    RETURNING *
+)
+SELECT ship_month ,sum(value_usd) FROM upd group by ship_month;
+
+UPDATE
+    rlarp.osm_pool
+SET
+    ship_month = gld.sspr || ' - ' || to_char(ship_date,'FMMon')
+    ,ship_season = gld.ssyr
+    ,fspr = gld.fspr
+FROM
+    rlarp.gld gld
+WHERE
+    ship_date BETWEEN gld.sdat AND gld.edat
+RETURNING *;
+--ROLLBACK;
+
+
+--SELECT
+--    move.revised
+--    ,sum(sales)
+--    ,sum(value_usd)
+--FROM
+--    rlarp.osm_pool p
+--    INNER JOIN move ON
+--            move.ship_cust_descr  = p.ship_cust_descr 
+--        AND move.order_date       = p.order_date
+--        AND move.ship_date        = p.ship_date
+--WHERE
+--    ship_season = 2021
+--GROUP BY 
+--    move.revised

build/rebuild_forecast.sh

@@ -0,0 +1,5 @@
+$PG -f ./build_stage.sql
+$PG -f ./snap_itemm.sql
+$PG -f ./snap_cost_current.sql
+$PG -f ./snap_customer.sql
+$PG -f ./build_pool.sql

build/rebuild_script.sh

@@ -1,7 +0,0 @@
-#!/bin/bash
-#$PG -f ./build_stage.sql;
-$PG -f ./build_rolling.sql;
-$PG -f ./snap_itemm.sql;
-$PG -f ./snap_cost_current.sql;
-$PG -f ./snap_customer.sql;
-$PG -f ./build_pool.sql;

build/rec_act.sql

@@ -0,0 +1,33 @@
+    SELECT
+        oseas
+        ,go.drange
+        ,go.sspr
+        ,sum(fb_val_loc * r_rate)
+    FROM
+        rlarp.osm_dev o
+        --snap the ship dates of the historic fiscal period
+        --LEFT OUTER JOIN rlarp.gld ON
+        --    gld.fspr = o.fspr
+        LEFT OUTER JOIN rlarp.gld go ON
+            odate between go.sdat and go.edat
+        --get the shipping season for open orders based on the snapped date
+        --LEFT OUTER JOIN rlarp.gld ss ON
+        --    greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
+    WHERE
+        (
+            --base period orders booked....
+            o.odate BETWEEN '2020-06-01' AND '2021-04-04'
+            ----...or any open orders currently booked before cutoff....
+            --OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2021-04-04')
+            ----...or anything that shipped in that period
+            --OR o.fspr BETWEEN '2101' AND '2110'
+        )
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        --AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+        ---exclude integrated quotes----
+        AND version = 'ACTUALS'
+    GROUP BY
+        oseas
+        ,go.drange
+        ,go.sspr

build/swap_fake_parts.sql

@@ -0,0 +1,413 @@
+with 
+SEG AS (
+    SELECT
+        GLEC
+        ,SEGM
+    FROM
+        (
+            VALUES
+            ('1CU','Retail'),
+            ('1GR','Greenhouse'),
+            ('1NU','Nursery'),
+            ('1RE','Retail'),
+            ('2WI','Greenhouse'),
+            ('3BM','Other'),
+            ('3CO','Other'),
+            ('3PE','Other'),
+            ('3PP','Other'),
+            ('4CO','Other'),
+            ('4RA','Other'),
+            ('9MI','Other'),
+            ('9SA','Other'),
+            ('9TO','Other')
+        ) X(GLEC, SEGM)
+)
+,fp as (
+    SELECT 
+        od.part, 
+        sum(value_usd) sales, 
+        sum(cost_usd) scost
+    FROM 
+        rlarp.osm_pool od 
+        LEFT OUTER JOIN rlarp.itemmv m ON
+            m.item = od.part
+    WHERE
+        m.item is null
+        AND coalesce(od.part,'') <> ''
+    GROUP BY
+        od.part
+)
+,repl AS (
+SELECT * FROM (VALUES
+    ('ANP00001A39','ANP00001A39C003LRDBP','New 2020'),
+    ('ANP12000A39','ANP12000A39C001LRCOM','New 2020'),
+    ('ANP15000A39','ANP15000A39C001LRCON','New 2020'),
+    ('ANP17500A39','ANP17500A39C001LRCOO','New 2020'),
+    ('ARP06000DE3','ARP06000DE3C012LRDBQ','New 2020'),
+    ('ARP06000P26','ARP06000P26C012LRDBR','New 2020'),
+    ('ARP06000P80','ARP06000P80C012LRDBS','New 2020'),
+    ('ARP06000P81','ARP06000P81C012LRDBT','New 2020'),
+    ('ARP08000DE3','ARP08000DE3C012LRDBU','New 2020'),
+    ('ARP08000P26','ARP08000P26C012LRDBV','New 2020'),
+    ('ARP08000P80','ARP08000P80C012LRDBW','New 2020'),
+    ('ARP08000P81','ARP08000P81C012LRDBX','New 2020'),
+    ('ARP10000DE3','ARP10000DE3C010LRDBY','New 2020'),
+    ('ARP10000P26','ARP10000P26C010LRDBZ','New 2020'),
+    ('ARP10000P80','ARP10000P80C010LRDCA','New 2020'),
+    ('ARP10000P81','ARP10000P81C010LRDCB','New 2020'),
+    ('ARP12000DE3','ARP12000DE3C010LRDCC','New 2020'),
+    ('ARP12000P26','ARP12000P26C010LRDCD','New 2020'),
+    ('ARP12000P80','ARP12000P80C010LRDCE','New 2020'),
+    ('ARP12000P81','ARP12000P81C010LRDCF','New 2020'),
+    ('ARP16000DE3','ARP16000DE3C008LRDCG','New 2020'),
+    ('ARP16000P26','ARP16000P26C008LRDCH','New 2020'),
+    ('ARP16000P80','ARP16000P80C008LRDCI','New 2020'),
+    ('ARP16000P81','ARP16000P81C008LRDCJ','New 2020'),
+    ('ASP06000DE3','ASP06000DE3C012LRDCK','New 2020'),
+    ('ASP06000P26','ASP06000P26C012LRDCL','New 2020'),
+    ('ASP06000P80','ASP06000P80C012LRDCM','New 2020'),
+    ('ASP06000P81','ASP06000P81C012LRDCN','New 2020'),
+    ('ASP08000DE3','ASP08000DE3C012LRDCO','New 2020'),
+    ('ASP08000P26','ASP08000P26C012LRDCP','New 2020'),
+    ('ASP08000P80','ASP08000P80C012LRDCQ','New 2020'),
+    ('ASP08000P81','ASP08000P81C012LRDCR','New 2020'),
+    ('ASP10000DE3','ASP10000DE3C010LRDCS','New 2020'),
+    ('ASP10000P26','ASP10000P26C010LRDCT','New 2020'),
+    ('ASP10000P80','ASP10000P80C010LRDCU','New 2020'),
+    ('ASP10000P81','ASP10000P81C010LRDCV','New 2020'),
+    ('ASP12000DE3','ASP12000DE3C010LRDCW','New 2020'),
+    ('ASP12000P26','ASP12000P26C010LRDCX','New 2020'),
+    ('ASP12000P80','ASP12000P80C010LRDCY','New 2020'),
+    ('ASP12000P81','ASP12000P81C010LRDCZ','New 2020'),
+    ('ASP16000DE3','ASP16000DE3C008LRDDB','New 2020'),
+    ('ASP16000P26','ASP16000P26C008LRDDC','New 2020'),
+    ('ASP16000P80','ASP16000P80C008LRDDE','New 2020'),
+    ('ASP16000P81','ASP16000P81C008LRDDF','New 2020'),
+    ('CAR12000P26','CAR13000P261004LRDBE','New 2020'),
+    ('CAR12000P80','CAR13000P801004LRDBF','New 2020'),
+    ('CAR15000P26','CAR16000P261004LRDBG','New 2020'),
+    ('CAR15000P80','CAR16000P801004LRDBH','New 2020'),
+    ('CAS12000P26','CAS12000P261004LRDBI','New 2020'),
+    ('CAS12000P80','CAS12000P801004LRDBJ','New 2020'),
+    ('CAS15000P26','CAS15000P261004LRDBK','New 2020'),
+    ('CAS15000P80','CAS15000P801004LRDBL','New 2020'),
+    ('CNA06000A10','CNA06000A10C024LRCJJ','New 2020'),
+    ('CNA06000A42','CNA06000A42C024LRCDC','New 2020'),
+    ('CNA06000BG3','CNA06000BG3C024LRCJK','New 2020'),
+    ('CNA06000F89','CNA06000F89C024LRCJL','New 2020'),
+    ('CNA08000A10','CNA08000A10C024LRCJM','New 2020'),
+    ('CNA08000A42','CNA08000A42C024LRBXH','New 2020'),
+    ('CNA08000BG3','CNA08000BG3C024LRCJN','New 2020'),
+    ('CNA08000F89','CNA08000F89C024LRCJO','New 2020'),
+    ('CNA10000A10','CNA10000A10C012LRCJP','New 2020'),
+    ('CNA10000BG3','CNA10000BG3C012LRCJQ','New 2020'),
+    ('CNA10000F89','CNA10000F89C012LRCJR','New 2020'),
+    ('CNA12000A10','CNA12000A10C012LRCJS','New 2020'),
+    ('CNA12000BG3','CNA12000BG3C012LRCJT','New 2020'),
+    ('CNA12000F89','CNA12000F89C012LRCJU','New 2020'),
+    ('ECA06000B78','ECA06000B781028LRCJV','New 2020'),
+    ('ECA06000DE2','ECA06000DE21028LRCJW','New 2020'),
+    ('ECA08000B78','ECA08000B781024LRCJX','New 2020'),
+    ('ECA08000DE2','ECA08000DE21024LRCJY','New 2020'),
+    ('ECA10000B78','ECA10000B781020LRCJZ','New 2020'),
+    ('ECA10000DE2','ECA10000DE21020LRCKA','New 2020'),
+    ('ECA12000B78','ECA12000B781016LRCKB','New 2020'),
+    ('ECA12000DE2','ECA12000DE21016LRCKC','New 2020'),
+    ('ECA16000B78','ECA16000B781010LRCKD','New 2020'),
+    ('ECA16000DE2','ECA16000DE21010LRCKE','New 2020'),
+    ('ECA20000B78','ECA20000B781006LRCKF','New 2020'),
+    ('ECA20000DE2','ECA20000DE21006LRCKG','New 2020'),
+    ('GAB12000BG3','GAB12000BG3C012LRCKH','New 2020'),
+    ('GAB12000DE2','GAB12000DE2C012LRCKI','New 2020'),
+    ('GAB14000BG3','GAB14000BG3C012LRCKJ','New 2020'),
+    ('GAB14000DE2','GAB14000DE2C012LRCKK','New 2020'),
+    ('GAB18000BG3','GAB18000BG3C006LRCKL','New 2020'),
+    ('GAB18000DE2','GAB18000DE2C006LRCKM','New 2020'),
+    ('GAB22000BG3','GAB22000BG3C006LRCKN','New 2020'),
+    ('GAB22000DE2','GAB22000DE2C006LRCKO','New 2020'),
+    ('GDP08000BG3','GDP08000BG3C012LRCOJ','New 2020'),
+    ('GDP08000DE2','GDP08000DE2C012LRCOK','New 2020'),
+    ('LIA06000B78','LIA06000B78C024LRCKP','New 2020'),
+    ('LIA06000DE2','LIA06000DE2C024LRCKQ','New 2020'),
+    ('LIA08000B78','LIA08000B78C024LRCKR','New 2020'),
+    ('LIA08000DE2','LIA08000DE2C024LRCKS','New 2020'),
+    ('LIA10000B78','LIA10000B78C012LRCKT','New 2020'),
+    ('LIA10000DE2','LIA10000DE2C012LRCKU','New 2020'),
+    ('LIA12000B78','LIA12000B78C012LRCKV','New 2020'),
+    ('LIA12000DE2','LIA12000DE2C012LRCKW','New 2020'),
+    ('LIA14000B78','LIA14000B78C012LRCKX','New 2020'),
+    ('LIA14000DE2','LIA14000DE2C012LRCKY','New 2020'),
+    ('LIA16000B78','LIA16000B78C012LRCKZ','New 2020'),
+    ('LIA16000DE2','LIA16000DE2C012LRCLA','New 2020'),
+    ('LIA20000B78','LIA20000B78C006LRCLB','New 2020'),
+    ('LIA20000DE2','LIA20000DE2C006LRCLC','New 2020'),
+    ('LIA24000B78','LIA24000B78C006LRCLD','New 2020'),
+    ('LIA24000DE2','LIA24000DE2C006LRCLE','New 2020'),
+    ('MSA12001A42','MSA12001A421008LRCLF','New 2020'),
+    ('MSA12001B78','MSA12001B781008LRCLG','New 2020'),
+    ('MSA12001DE2','MSA12001DE21008LRCLH','New 2020'),
+    ('MSA16001A42','MSA16001A42C004LRCLI','New 2020'),
+    ('MSA16001B78','MSA16001B78C004LRCLJ','New 2020'),
+    ('MSA16001DE2','MSA16001DE2C004LRCLK','New 2020'),
+    ('MSA20001A42','MSA20001A42C004LRCLL','New 2020'),
+    ('MSA20001B78','MSA20001B78C004LRCLM','New 2020'),
+    ('MSA20001DE2','MSA20001DE2C004LRCLN','New 2020'),
+    ('SEA07001A42','SEA07001A421008LRCLP','New 2020'),
+    ('SEA07001B78','SEA07001B781008LRCLQ','New 2020'),
+    ('SEA07001DE2','SEA07001DE21008LRCLR','New 2020'),
+    ('SEA09001A42','SEA09001A421008LRCLT','New 2020'),
+    ('SEA09001B78','SEA09001B781008LRCLU','New 2020'),
+    ('SEA09001DE2','SEA09001DE21008LRCLV','New 2020'),
+    ('SEA12001A42','SEA12001A421006LRCLX','New 2020'),
+    ('SEA12001B78','SEA12001B781006LRCLY','New 2020'),
+    ('SEA12001DE2','SEA12001DE21006LRCLZ','New 2020'),
+    ('SEA14001A42','SEA14001A421006LRCMB','New 2020'),
+    ('SEA14001B78','SEA14001B781006LRCMC','New 2020'),
+    ('SEA14001DE2','SEA14001DE21006LRCMD','New 2020'),
+    ('SEA16000A42','SEA16001A421006LRCMF','New 2020'),
+    ('SEA16000B78','SEA16001B781006LRCMG','New 2020'),
+    ('SEA16000DE2','SEA16001DE21006LRCMH','New 2020'),
+    ('SKR12000A56','SKR12000A56C010LRDDI','New 2020'),
+    ('SKR12000E66','SKR12000E66C010LRDDJ','New 2020'),
+    ('SKR12000G27','SKR12000G27C010LRDDK','New 2020'),
+    ('SKR16000A56','SKR16000A56C008LRDDL','New 2020'),
+    ('SKR16000E66','SKR16000E66C008LRDDM','New 2020'),
+    ('SKR16000G27','SKR16000G27C008LRDDN','New 2020'),
+    ('SKS12000A56','SKS12000A56C010LRDDO','New 2020'),
+    ('SKS12000E66','SKS12000E66C010LRDDP','New 2020'),
+    ('SKS12000G27','SKS12000G27C010LRDDQ','New 2020'),
+    ('SKS16000A56','SKS16000A56C008LRDDR','New 2020'),
+    ('SKS16000E66','SKS16000E66C008LRDDS','New 2020'),
+    ('SKS16000G27','SKS16000G27C008LRDDT','New 2020'),
+    ('SLI06000B78','SLI06000B78C024LRCMI','New 2020'),
+    ('SLI06000DE2','SLI06000DE2C024LRCMJ','New 2020'),
+    ('SLI08000B78','SLI08000B78C024LRCMK','New 2020'),
+    ('SLI08000DE2','SLI08000DE2C024LRCML','New 2020'),
+    ('SLI10000B78','SLI10000B78C012LRCMM','New 2020'),
+    ('SLI10000DE2','SLI10000DE2C012LRCMN','New 2020'),
+    ('SLI12000B78','SLI12000B78C012LRCMO','New 2020'),
+    ('SLI12000DE2','SLI12000DE2C012LRCMP','New 2020'),
+    ('SLI14000B78','SLI14000B78C012LRCMQ','New 2020'),
+    ('SLI14000DE2','SLI14000DE2C012LRCMR','New 2020'),
+    ('SLI16000B78','SLI17000B78C012LRCMS','New 2020'),
+    ('SLI17000DE2','SLI17000DE2C012LRCMT','New 2020'),
+    ('SLI20000B78','SLI20000B78C006LRCMU','New 2020'),
+    ('SLI20000DE2','SLI20000DE2C006LRCMV','New 2020'),
+    ('SLI24000B78','SLI24000B78C006LRCMW','New 2020'),
+    ('SLI24000DE2','SLI24000DE2C006LRCMX','New 2020'),
+    ('SVN18000A10','SVN18000A10C006LRCMY','New 2020'),
+    ('SVN18000A42','SVN18000A42C006LRCMZ','New 2020'),
+    ('SVN24000A10','SVN24000A10C006LRCNA','New 2020'),
+    ('SVN24000A42','SVN24000A42C006LRCNB','New 2020'),
+    ('SVN30000A10','SVN30000A10C006LRCNC','New 2020'),
+    ('SVN30000A42','SVN30000A42C006LRCND','New 2020'),
+    ('VNP18000A10','VNP18000A10C006LRCNE','New 2020'),
+    ('VNP18000A42','VNP18000A42C006LRCNF','New 2020'),
+    ('VNP24000A10','VNP24000A10C006LRCNG','New 2020'),
+    ('VNP24000A42','VNP24000A42C006LRCNH','New 2020'),
+    ('VNP30000A10','VNP30000A10C006LRCNI','New 2020'),
+    ('VNP30000A42','VNP30000A42C006LRCNJ','New 2020'),
+    ('WBP16000P82','WBP16000P82C008LRDDG','New 2020'),
+    ('ROS15500A42','ROS15500A42C012LRDFA','New 2021'),
+    ('SRO15500A42','SRO15500A42C012LRDFB','New 2021'),
+    ('CSB06000A58','CSB06000A58C020LRDHO','New 2021'),
+    ('CSB06000E67','CSB06000E67C020LRDHM','New 2021'),
+    ('CSB06000G28','CSB06000G28C020LRDHN','New 2021'),
+    ('CSB08000A58','CSB08000A58C020LRDHU','New 2021'),
+    ('CSB08000E67','CSB08000E67C020LRDHS','New 2021'),
+    ('CSB08000G28','CSB08000G28C020LRDHT','New 2021'),
+    ('CNA06000A02','CNA06000A02C024LRDGU','New 2021'),
+    ('CNA06000CXX','CNA06000CXXC024LRDGV','New 2021'),
+    ('CNA06000DE1','CNA06000DE1C024LRDGW','New 2021'),
+    ('CNA08000A02','CNA08000A02C024LRDGX','New 2021'),
+    ('CNA08000CXX','CNA08000CXXC024LRDGY','New 2021'),
+    ('CNA08000DE1','CNA08000DE1C024LRDGZ','New 2021'),
+    ('CNA10000A02','CNA10000A02C012LRDHA','New 2021'),
+    ('CNA10000CXX','CNA10000CXXC012LRDHB','New 2021'),
+    ('CNA10000DE1','CNA10000DE1C012LRDHC','New 2021'),
+    ('CNA12000A02','CNA12000A02C012LRDHD','New 2021'),
+    ('CNA12000CXX','CNA12000CXXC012LRDHE','New 2021'),
+    ('CNA12000DE1','CNA12000DE1C012LRDHF','New 2021'),
+    ('DFB06000A58','DFB06000A58C024LRDHR','New 2021'),
+    ('DFB06000E67','DFB06000E67C024LRDHP','New 2021'),
+    ('DFB06000G28','DFB06000G28C024LRDHQ','New 2021'),
+    ('DFB08000A58','DFB08000A58C024LRDHX','New 2021'),
+    ('DFB08000E67','DFB08000E67C024LRDHV','New 2021'),
+    ('DFB08000G28','DFB08000G28C024LRDHW','New 2021'),
+    ('ECH12000A42','ECH12000A421010LRDFM','New 2021'),
+    ('ECH12000E21','ECH12000E211010LRDFK','New 2021'),
+    ('ECH12000G18','ECH12000G181010LRDFL','New 2021'),
+    ('ECA06000A02','ECA06000A021028LRDEJ','New 2021'),
+    ('ECA06000A42','ECA06000A421028LRDEI','New 2021'),
+    ('ECA08000A02','ECA08000A021024LRDEL','New 2021'),
+    ('ECA08000A42','ECA08000A421024LRDEK','New 2021'),
+    ('ECA10000A02','ECA10000A021020LRDEM','New 2021'),
+    ('ECA10000A42','ECA10000A421020LRDEN','New 2021'),
+    ('ECA12000A02','ECA12000A021016LRDEO','New 2021'),
+    ('ECA12000A42','ECA12000A421016LRDEP','New 2021'),
+    ('ECA16000A02','ECA16000A021010LRDES','New 2021'),
+    ('ECA16000A42','ECA16000A421010LRDET','New 2021'),
+    ('ECA20000A02','ECA20000A021006LRDEW','New 2021'),
+    ('ECA20000A42','ECA20000A421006LRDEX','New 2021'),
+    ('ECI12000A42','ECI12000A421010LRDFP','New 2021'),
+    ('ECI12000E21','ECI12000E211010LRDFN','New 2021'),
+    ('ECI12000G18','ECI12000G181010LRDFO','New 2021'),
+    ('ECP06000A02','ECP06000A021028LRDGK','New 2021'),
+    ('ECP06000A42','ECP06000A421028LRDGM','New 2021'),
+    ('ECP06000DE2','ECP06000DE21028LRDGL','New 2021'),
+    ('ECP06000E35','ECP06000E351028LRDGJ','New 2021'),
+    ('ECP06000G18','ECP06000G181028LRDGI','New 2021'),
+    ('ECP08000A02','ECP08000A021024LRDGP','New 2021'),
+    ('ECP08000A42','ECP08000A421024LRDGR','New 2021'),
+    ('ECP08000DE2','ECP08000DE21024LRDGQ','New 2021'),
+    ('ECP08000E35','ECP08000E351024LRDGO','New 2021'),
+    ('ECP08000G18','ECP08000G181024LRDGN','New 2021'),
+    ('ECP10000A02','ECP10000A021020LRDGA','New 2021'),
+    ('ECP10000A42','ECP10000A421020LRDGC','New 2021'),
+    ('ECP10000DE2','ECP10000DE21020LRDGB','New 2021'),
+    ('ECP10000E35','ECP10000E351020LRDFZ','New 2021'),
+    ('ECP10000G18','ECP10000G181020LRDFY','New 2021'),
+    ('ECP12000A02','ECP12000A021016LRDGF','New 2021'),
+    ('ECP12000A42','ECP12000A421016LRDGH','New 2021'),
+    ('ECP12000DE2','ECP12000DE21016LRDGG','New 2021'),
+    ('ECP12000E35','ECP12000E351016LRDGE','New 2021'),
+    ('ECP12000G18','ECP12000G181016LRDGD','New 2021'),
+    ('ECW24000A10','ECW24000A101006LRDFQ','New 2021'),
+    ('ECW24000A42','ECW24000A421006LRDFT','New 2021'),
+    ('ECW24000E35','ECW24000E351006LRDFS','New 2021'),
+    ('ECW24000G18','ECW24000G181006LRDFR','New 2021'),
+    ('ECW30000A10','ECW30000A101006LRDFU','New 2021'),
+    ('ECW30000A42','ECW30000A421006LRDFX','New 2021'),
+    ('ECW30000E35','ECW30000E351006LRDFW','New 2021'),
+    ('ECW30000G18','ECW30000G181006LRDFV','New 2021'),
+    ('GAB12000A42','GAB12000A42C012LRDFC','New 2021'),
+    ('GAB14000A42','GAB14000A42C012LRDFD','New 2021'),
+    ('GAB22000A42','GAB22000A42C006LRDFE','New 2021'),
+    ('GDP08000A10','GDP08000A10C012LRDFF','New 2021'),
+    ('HBM12000H13','HBM12000H136010LRDIB','New 2021'),
+    ('HBM12000H26','HBM12000H226010LRDIC','New 2021'),
+    ('HBM12000H22','HBM12000H266010LRDIA','New 2021'),
+    ('PA.08005B71',CAST(NULL AS VARCHAR(255)),'New 2021'),
+    ('PA.08005E22','PA.08005E22C250LYHQO','New 2021'),
+    ('SPP08000A58','SPP08000A581004LRDHZ','New 2021'),
+    ('SPP08000E67','SPP08000E671004LRDHY','New 2021'),
+    ('PZA09000YB5','PZA09000YB5C012LRDFG','New 2021'),
+    ('PZA12000YB5','PZA12000YB5C012LRDFH','New 2021'),
+    ('PZA16000YB5','PZA16000YB5C006LRDFI','New 2021'),
+    ('PZA20000YB5','PZA20000YB5C006LRDFJ','New 2021'),
+    ('SSP02500A58','SSP02500A58C020LRDHI','New 2021'),
+    ('SSP02500E67','SSP02500E67C020LRDHG','New 2021'),
+    ('SSP02500G28','SSP02500G28C020LRDHH','New 2021'),
+    ('SSP03000A58','SSP03000A58C020LRDHL','New 2021'),
+    ('SSP03000E67','SSP03000E67C020LRDHJ','New 2021'),
+    ('SSP03000G28','SSP03000G28C020LRDHK','New 2021'),
+    ('RZ.MT160G18',CAST(NULL AS VARCHAR(255)),'New 2021'),
+    ('RZ.MT160A42',CAST(NULL AS VARCHAR(255)),'New 2021'),
+    ('RZ.MT160XXX',CAST(NULL AS VARCHAR(255)),'New 2021'),
+    ('RZ.WC2G3B66','RZ.WC2G3B66C020LRCOT','New 2021')
+) x(f11,fp,note)
+)
+, fin AS (
+SELECT 
+    fp.part,
+    fp.sales,
+    min(item) item,
+    repl.fp,
+    COALESCE(repl.fp,min(item)) pick
+FROM
+    fp
+    LEFT OUTER JOIN rlarp.itemmv m ON
+        substring(m.item,1,11) = substring(fp.part,1,11)
+    LEFT OUTER JOIN repl ON
+        repl.f11 = substring(fp.part,1,11)
+GROUP BY 
+    fp.part,
+    fp.sales,
+    repl.fp
+ORDER BY
+    fp.sales desc,
+    fp.part
+)
+--SELECT * FROM fin;
+/*
+,upd AS (
+UPDATE
+    rlarp.osm_pool o
+SET
+    part = fin.pick
+FROM
+    fin
+WHERE
+    fin.part = o.part
+    RETURNING *
+)
+SELECT * from upd;
+*/
+--SELECT * FROM rlarp.osm_pool o inner join fin on fin.part = o.part ;
+select * from fin;
+
+
+ROLLBACK;
+/*
+,ins AS (
+    SELECT
+        p.fspr
+        ,p.plnt
+        ,p.promo
+        ,p.terms
+        ,p.bill_cust_descr
+        ,p.ship_cust_descr
+        ,p.dsm
+        ,p.quota_rep_descr
+        ,p.director
+        ,p.billto_group
+        ,p.shipto_group
+        ,p.chan
+        ,p.chansub
+        ,p.chan_retail     
+        ,fin.pick
+        ,i.item||coalesce(' - '||i.descr,'') part_descr
+        ,i.stlc part_group
+        ,i.branding
+        ,i.majg||' - '||i.majgd majg_descr
+        ,i.ming||' - '||i.mingd ming_descr
+        ,i.majs||' - '||i.majsd majs_descr
+        ,i.mins||' - '||i.minsd mins_descr
+        ,seg.segm
+        ,CASE WHEN i.majg = '610' THEN 'Fiber' ELSE 'Plastic' END substance
+        ,p.fs_line
+        ,p.r_currency
+        ,p.r_rate
+        ,p.c_currency
+        ,p.c_rate
+        ,p.units     
+        ,p.value_loc 
+        ,p.value_usd 
+        ,p.cost_loc  
+        ,p.cost_usd  
+        ,p.calc_status
+        ,p.flag
+        ,p.order_date
+        ,p.order_month
+        ,p.order_season
+        ,p.request_date
+        ,p.request_month
+        ,p.request_season
+        ,p.ship_date + INTERVAL '1 year'
+        ,ship_month
+        ,ship_season
+        ,'b21' AS version
+        ,'fake parts' iter
+        ,logl.id logid
+        ,logl.doc->>'tag' tag
+        ,logl.doc->>'message' "comment"
+        ,logl.doc->>'type' module
+    FROM
+        rlarp.osm_pool p
+        INNER JOIN fin ON
+            fin.part = p.part
+        LEFT OUTER JOIN rlarp.itemm i ON
+            i.item = fin.pick
+        LEFT OUTER JOIN seg ON
+            seg.glec = i.glec;
+*/

build/temp.sql

@@ -0,0 +1,47 @@
+WITH
+gld 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
+select oseas, sum(fb_val_loc * r_rate)
+    FROM
+        rlarp.osm_dev o
+        --snap the ship dates of the historic fiscal period
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+        --get the shipping season for open orders based on the snapped date
+        LEFT OUTER JOIN gld ss ON
+            greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
+    WHERE
+        (
+            --base period orders booked....
+            o.odate BETWEEN '2019-06-01' AND '2020-05-31'
+            --...or any open orders currently booked before cutoff....
+            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2020-05-31')
+           OR o.sseas BETWEEN '2001' AND '2012'
+        )
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+        AND dsm = 'PW'
+        and version = 'ACTUALS'
+group by oseas

build/tots.sql

@@ -0,0 +1,63 @@
+SELECT 
+    oseas, 
+    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,
+    version, 
+    iter, 
+    sum(fb_val_loc) value_loc
+FROM
+    rlarp.osmf_stage  o
+GROUP BY
+    oseas, 
+    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'),
+    version, 
+    iter
+ORDER BY
+    oseas asc,
+    order_month asc
+
+
+------------------------------------------short ships-------------------------------------
+SELECT
+    version,
+    iter,
+    oseas,
+    SUM(FB_VAL_LOC::numeric *r_rate::Numeric)
+FROM
+    RLARP.osmf_dev
+WHERE
+    --oseas = 2020
+    fs_line = '41010'
+    --AND odate < '2020-04-01'
+    AND CALC_STATUS <> 'CANCELED'
+    AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+GROUP BY 
+    version,
+    iter,
+    oseas
+    
+    select distinct version from rlarp.osm_pool
+    
+
+    
+    
+SELECT 
+    oseas, 
+    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,
+    r_currency,
+    r_rate,
+    sum(fb_val_loc) value_loc
+FROM
+    rlarp.osmf_dev  o
+WHERE
+    oseas >= 2020
+    --AND fs_line = '41010'
+    --AND odate < '2020-04-01'
+GROUP BY
+    oseas, 
+    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'),
+    r_currency,
+    r_rate
+    --glec
+ORDER BY
+    oseas asc,
+    order_month asc

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')

inquirey/pool_months.sql

@@ -1,17 +0,0 @@
-SELECT
-     order_month
-    ,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 = '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'
-GROUP BY
-    order_month

inquirey/tots.sql

@@ -1,66 +0,0 @@
-SELECT 
-    oseas, 
-    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,
-    version, 
-    iter, 
-    sum(fb_val_loc * r_rate) value_loc
-FROM
-    rlarp.osmf_dev  o
-WHERE   
-    fs_line = '41010'
-    and calc_status <> 'CANCELED'
-GROUP BY
-    oseas, 
-    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'),
-    version, 
-    iter
-ORDER BY
-    oseas asc,
-    order_month asc
-
-
---------------------------------------------short ships-------------------------------------
---SELECT
---    version,
---    iter,
---    oseas,
---    SUM(FB_VAL_LOC::numeric *r_rate::Numeric)
---FROM
---    RLARP.osmf_dev
---WHERE
---    --oseas = 2020
---    fs_line = '41010'
---    --AND odate < '2020-04-01'
---    --AND CALC_STATUS <> 'CANCELED'
---    AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
---GROUP BY 
---    version,
---    iter,
---    oseas
---    
---    select distinct version from rlarp.osm_pool
---    
---
---    
---    
---SELECT 
---    oseas, 
---    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,
---    r_currency,
---    r_rate,
---    sum(fb_val_loc) value_loc
---FROM
---    rlarp.osmf_dev  o
---WHERE
---    oseas >= 2020
---    --AND fs_line = '41010'
---    --AND odate < '2020-04-01'
---GROUP BY
---    oseas, 
---    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'),
---    r_currency,
---    r_rate
---    --glec
---ORDER BY
---    oseas asc,
---    order_month asc

offline/account_plug.sql

@@ -300,7 +300,7 @@ GROUP BY
             s.account = o.billto_group
         CROSS JOIN log
     WHERE
-        o.ship_season = 2022
+        o.order_season = 2022
         AND o.segm = s.segment
     GROUP BY
          o.fspr

offline/addmonth_vd.sql

@@ -0,0 +1,578 @@
+/*----------------replace these tags--------------
+target_increment
+scenario = submitted
+target_month
+
+---------------------------------------------------*/
+
+WITH 
+target AS (select target_increment incr)
+,testv AS (
+    SELECT
+        sum(units) tot
+        ,sum(units) FILTER (WHERE iter = 'copy') base
+        ,COALESCE(sum(units) FILTER (WHERE module = 'new basket'),0) newpart
+        ,sum(value_loc *r_rate) totsales
+        ,sum(value_loc *r_rate) FILTER (WHERE iter = 'copy') basesales
+        ,COALESCE(sum(value_loc *r_rate) FILTER (WHERE module = 'new basket'),0) newpartsales
+    FROM
+        rlarp.osm_pool
+    WHERE
+        -----------------scenario----------------------------
+        scenario = target_scenario
+        -----------------additional params-------------------
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND order_date <= ship_date
+)
+,flagv AS (
+    SELECT
+        tot
+        ,base
+        ,newpart
+        ,CASE WHEN tot = 0 THEN
+            CASE WHEN base = 0 THEN
+                CASE WHEN newpart = 0 THEN
+                    'unclean data. tested -> does not exist'
+                ELSE
+                    'scale new part'
+                END
+            ELSE
+                'scale copy'
+            END
+        ELSE
+            'scale all'
+        END flag
+        ,CASE WHEN totsales = 0 THEN
+            CASE WHEN basesales = 0 THEN
+                CASE WHEN newpartsales = 0 THEN
+                    'no price'
+                ELSE
+                    'scale new part'
+                END
+            ELSE
+                'scale copy'
+            END
+        ELSE
+            'scale all'
+        END flagsales
+    FROM
+        testv
+)
+,GLD AS (
+	SELECT 
+		N1COMP COMP
+		,N1CCYY FSYR
+		,KPMAXP PERDS
+		,N1FSPP PERD
+		,to_char(N1FSYP,'FM0000') FSPR
+		,N1SD01 SDAT
+		,N1ED01 EDAT
+        ,daterange(n1sd01, n1ed01,'[]') drange
+		,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'
+)
+,mseq AS (
+    SELECT * FROM
+    (
+        VALUES
+        ('01 - Jun',1,6,-1)
+        ,('02 - Jul',2,7,-1)
+        ,('03 - Aug',3,8,-1)
+        ,('04 - Sep',4,9,-1)
+        ,('05 - Oct',5,10,-1)
+        ,('06 - Nov',6,11,-1)
+        ,('07 - Dec',7,12,-1)
+        ,('08 - Jan',8,1,0)
+        ,('09 - Feb',9,2,0)
+        ,('10 - Mar',10,3,0)
+        ,('11 - Apr',11,4,0)
+        ,('12 - May',12,5,0)
+    ) x(m,s,cal,yr)
+)
+,alldates AS (
+    SELECT  
+        promo
+        ,terms
+        ,order_month
+        ,mseq.s seq
+        ,order_date
+        ,request_date
+        ,ship_date
+        ,sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) value_usd
+    FROM
+        rlarp.osm_pool
+        LEFT OUTER JOIN mseq ON
+            mseq.m = order_month
+    WHERE
+        -----------------scenario----------------------------
+        scenario = target_scenario
+        -----------------additional params-------------------
+        AND version = 'b21'
+        AND CASE (SELECT flag FROM flagv) 
+            WHEN 'scale all' THEN true
+            WHEN 'scale copy' THEN iter = 'copy'
+            WHEN 'scale new part' THEN module = 'new basket'
+        END
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND order_date <= ship_date
+    GROUP BY
+        promo
+        ,terms
+        ,order_month
+        ,mseq.s
+        ,order_date
+        ,request_date
+        ,ship_date
+    HAVING
+        sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) <> 0
+)
+--select * from alldates
+,dom AS (
+    SELECT
+        extract(day FROM order_date) dom
+        ,sum(value_usd) value_usd
+    FROM
+        alldates
+    GROUP BY
+        extract(day FROM order_date)
+)
+---------------------may want ot look at a top-5 mix solution in the future facilitated by sum() over (order by sales desc)---------------
+,mmix AS (
+    SELECT
+        to_char(order_date,'Mon') _month
+        ,seq
+        ,promo
+        ,sum(extract(day from order_date)*value_usd) dom_wa
+        --,request_date-order_date rlag
+        ,sum((request_date-order_date)*(value_usd)) rlag_wa
+        --,ship_date - request_date slag
+        ,sum((ship_date - request_date)*(value_usd)) slag_wa
+        ,sum(value_usd) value_usd
+    FROM
+        alldates
+    GROUP BY
+        to_char(order_date,'Mon')
+        ,seq
+        ,promo
+        --,extract(day from order_date)
+        --,request_date-order_date
+        --,ship_date - request_date
+)
+,targm AS (select s, m from mseq where m = 'target_month' )
+,mmixp AS (
+    SELECT
+        _month
+        ,seq
+        ,promo
+        ,greatest(least(round((dom_wa/value_usd)::numeric,0)::int,28),1) odom
+        ,round((rlag_wa/value_usd)::numeric,0)::int rlag
+        ,round((slag_wa/value_usd)::numeric,0)::int slag
+        ,value_usd/sum(value_usd) over (partition by _month) momix
+        --,value_usd/SUM(value_usd) over (PARTITION BY _month) vperc
+    FROM
+        mmix
+)
+,closest AS (
+    SELECT 
+        _month, targm.s, m
+    FROM 
+        mmixp 
+        CROSS JOIN targm
+    ORDER BY 
+    abs(seq - targm.s) ASC 
+    LIMIT 1
+)
+--SELECT * FROM mmixp order by seq asc, vperc desc
+,basemix AS (
+SELECT
+        plnt          ---master data 
+        ,0::numeric(11,0) "ddord#"          --0 
+        ,0::numeric(11,0) "dditm#"          --0 
+        ,0::numeric(11,0) "fgbol#"          --0 
+        ,0::numeric(11,0) "fgent#"          --0 
+        ,0::numeric(9,0) "diinv#"          --0 
+        ,0::numeric(3,0) "dilin#"          --0 
+        ,null::text promo          --history date mix
+        ,null::text return_reas          --0 
+        ,terms
+        ,''::text custpo          --0 
+        ,'I' dhincr          --0 
+        ,null::numeric diext
+        ,null::numeric ditdis
+        ,null::date dcodat          --calculated date mix
+        ,null::date ddqdat          --calculated date mix
+        ,null::date dcmdat          --calculated date mix
+        ,null::date dhidat          --calculated date mix
+        ,null::text fspr          --calculated date mix
+        ,remit_to          --master data 
+        ,bill_class          --master data 
+        ,bill_cust          --history cust mix
+        ,bill_rep          --master data 
+        ,bill_terr          --master data 
+        ,ship_class          --master data 
+        ,ship_cust          --history cust mix
+        ,ship_rep          --master data 
+        ,ship_terr          --master data 
+        ,quota_rep          --master data 
+        ,account          --master data 
+        ,shipgrp          --master data 
+        ,geo          --master data 
+        ,chan          --master data 
+        ,orig_ctry          --master data 
+        ,orig_prov          --master data 
+        ,orig_post          --master data 
+        ,dest_ctry          --master data 
+        ,dest_prov          --master data 
+        ,dest_post          --master data 
+        ,part          --history part mix
+        ,ord_gldc          --master data 
+        ,majg          --master data 
+        ,ming          --master data 
+        ,majs          --master data 
+        ,mins          --master data 
+        ,gldc          --master data 
+        ,glec          --master data 
+        ,harm          --master data 
+        ,clss          --master data 
+        ,brand          --master data 
+        ,assc          --master data 
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,0::numeric(15,5) ddqtoi          --0 
+        ,0::numeric(15,5) ddqtsi          --0 
+        ,0::numeric(15,5) fgqshp          --0 
+        ,0::numeric(15,5) diqtsh          --0 
+        ,sum(coalesce(units,0)) units          --history value
+        ,sum(coalesce(fb_cst_loc,0)) fb_cst_loc          --history part mix
+        ,sum(coalesce(fb_cst_loc_cur,0)) fb_cst_loc_cur          --master data 
+        ,sum(coalesce(fb_cst_loc_fut,0)) fb_cst_loc_fut          --master data 
+        ,sum(coalesce(value_loc,0)) value_loc          --history value
+        ,sum(coalesce(value_loc_pl,0)) value_loc_pl          --0 
+        ,calc_status          --0 
+        ,flag          --0 
+        ,null::date order_date          --history date mix
+        ,null::date request_date          --history date mix
+        ,null::date ship_date          --history date mix
+        ,null::date order_date          --history 
+        ,null::date adj_request_date          --history 
+        ,null::date ship_date          --history 
+        ---------------ui columns-------------------------
+        ,null::numeric order_season
+        ,null::text order_month
+        ,null::numeric ship_season
+        ,null::text ship_month
+        ,null::numeric request_season
+        ,null::text request_month
+        ,part_descr
+        ,part_family
+        ,part_group
+        ,branding
+        ,color
+        ,segm
+        ,bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,mod_chan
+        ,mod_chansub
+        ,quota_rep_descr
+        ,director_descr
+        ,null value_loc
+        ,null value_usd
+        ,null cost_loc
+        ,null cost_usd
+        ,null units
+    FROM
+        rlarp.osm_pool
+    WHERE
+        -----------------scenario----------------------------
+        scenario = target_scenario
+        -----------------additional params-------------------
+        AND CASE (SELECT flag FROM flagv) 
+            WHEN 'scale all' THEN true
+            WHEN 'scale copy' THEN iter = 'copy'
+            WHEN 'scale new part' THEN module = 'new basket'
+        END
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND order_date <= ship_date
+    GROUP BY
+        plnt          ---master data 
+        ,terms
+        ,remit_to          --master data 
+        ,bill_class          --master data 
+        ,bill_cust          --history cust mix
+        ,bill_rep          --master data 
+        ,bill_terr          --master data 
+        ,ship_class          --master data 
+        ,ship_cust          --history cust mix
+        ,ship_rep          --master data 
+        ,ship_terr          --master data 
+        ,quota_rep          --master data 
+        ,account          --master data 
+        ,shipgrp          --master data 
+        ,geo          --master data 
+        ,chan          --master data 
+        ,orig_ctry          --master data 
+        ,orig_prov          --master data 
+        ,orig_post          --master data 
+        ,dest_ctry          --master data 
+        ,dest_prov          --master data 
+        ,dest_post          --master data 
+        ,part          --history part mix
+        ,ord_gldc          --master data 
+        ,majg          --master data 
+        ,ming          --master data 
+        ,majs          --master data 
+        ,mins          --master data 
+        ,gldc          --master data 
+        ,glec          --master data 
+        ,harm          --master data 
+        ,clss          --master data 
+        ,brand          --master data 
+        ,assc          --master data 
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,calc_status
+        ,flag
+        ,part_descr
+        ,part_family
+        ,part_group
+        ,branding
+        ,color
+        ,segm
+        ,bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,mod_chan
+        ,mod_chansub
+        ,quota_rep_descr
+        ,director_descr
+)
+,scale AS (
+    SELECT
+        (SELECT incr::numeric FROM target) incr
+        ,(SELECT sum(units) FROM basemix) base
+        ,(SELECT incr::numeric FROM target)/(SELECT sum(units) FROM basemix) factor
+)
+,final AS (
+SELECT
+    b.plnt          --master data 
+    ,b."ddord#"          --0 
+    ,b."dditm#"          --0 
+    ,b."fgbol#"          --0 
+    ,b."fgent#"          --0 
+    ,b."diinv#"          --0 
+    ,b."dilin#"          --0 
+    ,m.promo          --history date mix
+    ,b.return_reas          --0 
+    ,b.terms          --history cust mix
+    ,b.custpo          --0 
+    ,b.dhincr          --0 
+    ,b.diext          --0 
+    ,b.ditdis          --0 
+    ,b.dcodat          --calculated date mix
+    ,b.ddqdat          --calculated date mix
+    ,b.dcmdat          --calculated date mix
+    ,b.dhidat          --calculated date mix
+    ,b.fspr          --calculated date mix
+    ,b.remit_to          --master data 
+    ,b.bill_class          --master data 
+    ,b.bill_cust          --history cust mix
+    ,b.bill_rep          --master data 
+    ,b.bill_terr          --master data 
+    ,b.ship_class          --master data 
+    ,b.ship_cust          --history cust mix
+    ,b.ship_rep          --master data 
+    ,b.ship_terr          --master data 
+    ,b.quota_rep          --master data 
+    ,b.account          --master data 
+    ,b.shipgrp          --master data 
+    ,b.geo          --master data 
+    ,b.chan          --master data 
+    ,b.orig_ctry          --master data 
+    ,b.orig_prov          --master data 
+    ,b.orig_post          --master data 
+    ,b.dest_ctry          --master data 
+    ,b.dest_prov          --master data 
+    ,b.dest_post          --master data 
+    ,b.part          --history part mix
+    ,b.ord_gldc          --master data 
+    ,b.majg          --master data 
+    ,b.ming          --master data 
+    ,b.majs          --master data 
+    ,b.mins          --master data 
+    ,b.gldc          --master data 
+    ,b.glec          --master data 
+    ,b.harm          --master data 
+    ,b.clss          --master data 
+    ,b.brand          --master data 
+    ,b.assc          --master data 
+    ,b.fs_line          --master data 
+    ,b.r_currency          --history cust mix
+    ,b.r_rate          --master data 
+    ,b.c_currency          --master data 
+    ,b.c_rate          --master data 
+    ,b.ddqtoi          --0 
+    ,b.ddqtsi          --0 
+    ,b.fgqshp          --0 
+    ,b.diqtsh          --0 
+    ,b.units*s.factor*m.momix units
+    ,b.fb_cst_loc*s.factor*m.momix fb_cst_loc
+    ,b.fb_cst_loc_cur*s.factor*m.momix fb_cst_loc_cur
+    ,b.fb_cst_loc_fut*s.factor*m.momix fb_cst_loc_fut
+    ,b.value_loc*s.factor*m.momix value_loc
+    ,b.value_loc_pl*s.factor*m.momix value_loc_pl
+    ,b.calc_status          --0 
+    ,b.flag          --0 
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) order_date
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag request_date
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag ship_date
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) order_date
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag adj_request_date
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag ship_date
+    ,'replace_version' "version"          --calculated 
+    ,'replace_source'||' volume' iter          --calculated
+    -----------------------ui columns--------------------------------
+    ,'replace_iterdet' iterdet
+    ,$$replace_iterdef$$::jsonb iterdef
+    ,od.ssyr order_season
+    ,to_char(make_date(mseq.yr + 2020,mseq.cal,m.odom),'Mon') order_month
+    ,sd.ssyr ship_season
+    ,to_char(make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag,'Mon') ship_month
+    ,rd.ssyr request_season
+    ,to_char(make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag,'Mon')  request_month
+    ,b.part_descr
+    ,b.part_family
+    ,b.part_group
+    ,b.branding
+    ,b.color
+    ,b.segm
+    ,b.bill_cust_descr
+    ,b.billto_group
+    ,b.ship_cust_descr
+    ,b.shipto_group
+    ,b.majg_descr
+    ,b.ming_descr
+    ,b.majs_descr
+    ,b.mins_descr
+    ,b.mod_chan
+    ,b.mod_chansub
+    ,b.quota_rep_descr
+    ,b.director_descr
+    ,(b.value_loc*s.factor*m.momix)::numeric value_loc
+    ,(b.value_loc*s.factor*m.momix*r_rate)::numeric value_usd
+    ,(b.fb_cst_loc*s.factor*m.momix)::numeric cost_loc
+    ,(b.fb_cst_loc*s.factor*m.momix*c_rate)::numeric cost_usd
+    ,(b.units*s.factor*m.momix)::numeric units
+FROM
+    basemix b
+    CROSS JOIN scale s
+    CROSS JOIN mmixp m
+    CROSS JOIN closest
+    LEFT OUTER JOIN  mseq ON
+        mseq.m = closest.m
+    LEFT OUTER JOIN gld od ON
+        make_date(mseq.yr + 2020,mseq.cal,m.odom) BETWEEN od.sdat AND od.edat
+    LEFT OUTER JOIN gld rd ON
+        make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag BETWEEN rd.sdat AND rd.edat
+    LEFT OUTER JOIN gld sd ON
+        make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag BETWEEN sd.sdat AND sd.edat
+WHERE
+    m._month = (SELECT _month FROM closest)
+)
+, ins AS (
+    INSERT INTO rlarp.osm_pool SELECT * FROM final RETURNING *
+)
+,insagg AS (
+SELECT
+    bill_cust_descr
+    ,billto_group
+    ,ship_cust_descr
+    ,shipto_group
+    ,quota_rep_descr
+    ,director_descr
+    ,segm
+    ,mod_chan
+    ,mod_chansub
+    ,majg_descr
+    ,ming_descr
+    ,majs_descr
+    ,mins_descr
+    ,brand
+    ,part_family
+    ,part_group
+    ,branding
+    ,color
+    ,part_descr
+    ,order_season
+    ,order_month
+    ,ship_season
+    ,ship_month
+    ,request_season
+    ,request_month
+    ,promo
+    ,version
+    ,iter
+    ,sum(value_loc) value_loc
+    ,sum(value_usd) value_usd
+    ,sum(cost_loc) cost_loc
+    ,sum(cost_usd) cost_usd
+    ,sum(units) units
+FROM
+    ins
+GROUP BY
+    bill_cust_descr
+    ,billto_group
+    ,ship_cust_descr
+    ,shipto_group
+    ,quota_rep_descr
+    ,director_descr
+    ,segm
+    ,mod_chan
+    ,mod_chansub
+    ,majg_descr
+    ,ming_descr
+    ,majs_descr
+    ,mins_descr
+    ,brand
+    ,part_family
+    ,part_group
+    ,branding
+    ,color
+    ,part_descr
+    ,order_season
+    ,order_month
+    ,ship_season
+    ,ship_month
+    ,request_season
+    ,request_month
+    ,promo
+    ,version
+    ,iter
+)
+SELECT json_agg(row_to_json(insagg)) x from insagg

offline/build_part.sql

@@ -0,0 +1,52 @@
+WITH
+pool AS (
+    SELECT
+        substr(a.v6part,1,3) "family" 
+        ,substr(a.v6part,1,8) mold 
+        ,a.v6part part
+        ,COALESCE(m.avmajg,p.awmajg) majg
+        ,COALESCE(m.avming,p.awming) ming
+        ,COALESCE(m.avmajs,p.awmajs) majs
+        ,COALESCE(m.avmins,p.awmins) mins
+    FROM
+        lgdat.stka a
+        LEFT OUTER JOIN lgdat.stkmm m ON
+            m.avpart = v6part
+        LEFT OUTER JOIN lgdat.stkmp p ON
+            p.awpart = a.v6part
+    WHERE
+        COALESCE(awgled, avgled) = '1RE'
+        AND v6stat = 'A'
+        --and avmajg = '910'
+    GROUP BY
+        a.v6part
+        ,COALESCE(m.avmajg,p.awmajg)
+        ,COALESCE(m.avming,p.awming)
+        ,COALESCE(m.avmajs,p.awmajs)
+        ,COALESCE(m.avmins,p.awmins)
+)
+,llist AS (
+    SELECT
+        family
+        ,mold
+        ,min(part) part
+        ,jsonb_agg(majg) majg
+        ,jsonb_agg(ming) ming
+        ,jsonb_agg(majs) majs
+        ,jsonb_agg(mins) mins
+    FROM
+        pool
+    GROUP BY
+        family
+        ,mold
+)
+SELECT
+    family
+    ,mold
+    ,part
+    ,(SELECT jsonb_agg(x.e) FROM (SELECT DISTINCT a.e FROM jsonb_array_elements(llist.majg) a(e)) x) majg
+    ,(SELECT jsonb_agg(x.e) FROM (SELECT DISTINCT a.e FROM jsonb_array_elements(llist.ming) a(e)) x) ming
+    ,(SELECT jsonb_agg(x.e) FROM (SELECT DISTINCT a.e FROM jsonb_array_elements(llist.majs) a(e)) x) majs
+    ,(SELECT jsonb_agg(x.e) FROM (SELECT DISTINCT a.e FROM jsonb_array_elements(llist.mins) a(e)) x) mins
+FROM
+    llist

offline/build_pool.sql

@@ -0,0 +1,518 @@
+BEGIN;
+DROP TABLE rlarp.osm_fcpool;
+--EXPLAIN
+--\timing
+CREATE TABLE rlarp.osm_fcpool AS (
+WITH
+---------------------------------------last actual date------------------------------------------------------------------------------------------------------------------------------------------------
+SALES_CUTOFF AS (
+	SELECT MAX(FSPR) MAX_FSPR FROM RLARP.OSM
+)
+,GLD 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
+		--if the period date is less than the first forecasted order it is actual from perspective of the plan
+		,CASE WHEN MAX_FSPR = to_char(N1FSYP,'FM0000') THEN 'C' ELSE CASE WHEN SALES_CUTOFF.MAX_FSPR > to_char(N1FSYP,'FM0000') THEN 'P' ELSE 'F' END END CM
+		,CASE 
+			WHEN MAX_FSPR = to_char(N1FSYP,'FM0000') THEN 
+				'C' 
+			ELSE 
+				CASE 
+					WHEN SALES_CUTOFF.MAX_FSPR > to_char(N1FSYP,'FM0000') THEN 
+						CASE 
+							WHEN SUBSTR(SALES_CUTOFF.MAX_FSPR,1,2) > SUBSTR(to_char(N1FSYP,'FM0000'),1,2) THEN 
+								'P' 
+							ELSE 
+								'C' 
+						END 
+					ELSE 
+						'F' 
+				END 
+		END CY
+	FROM 
+		LGDAT.GLDATREF 
+		INNER JOIN LGDAT.GLDATE ON 
+			KPCOMP = N1COMP AND 
+			KPCCYY = N1CCYY
+		CROSS JOIN SALES_CUTOFF
+	WHERE
+		N1COMP = 93
+		--AND DIGITS(N1FSYP) = '1901'
+)
+--SELECT * FROM gld
+--CREATE INDEX SE_DAT ON gld (sdat, edat);
+--SELECT daterange(MIN(SDAT),CURRENT_DATE,'[]') INTO _ytd FROM GLD WHERE CY = 'C';
+--SELECT ssyr INTO _y FROM gld WHERE current_date <@ daterange(sdat,edat);
+--CREATE TEMP TABLE rslt AS
+--RETURN QUERY
+---------------------------------------segments--------------------------------------------------------------------------------------------------------------------------------------------------------
+,SEG AS (
+	SELECT
+		x.GLEC
+		,x.SEGM
+	FROM
+		(
+			VALUES
+			('1CU','Retail'),
+			('1GR','Greenhouse'),
+			('1NU','Nursery'),
+			('1RE','Retail'),
+			('2WI','Greenhouse'),
+			('3BM','Other'),
+			('3CO','Other'),
+			('3PE','Other'),
+			('3PP','Other'),
+			('4CO','Other'),
+			('4RA','Other'),
+			('9MI','Other'),
+			('9SA','Other'),
+			('9TO','Other')
+		) X(GLEC, SEGM)
+)
+---------------------------------------branding flag---------------------------------------------------------------------------------------------------------------------------------------------------
+,MG AS (
+	SELECT 	
+		X.F1, X.MING, X.GRP
+	FROM 
+		(
+			VALUES
+			('L','000','Branded'),
+			('L','B10','Branded'),
+			('L','B11','Branded'),
+			('L','B52','Branded'),
+			('L','C10','Branded'),
+			('L','D12','Branded'),
+			('L','M11','Branded'),
+			('L','P12','Branded'),
+			('L','P13','Branded'),
+			('L','S10','Branded'),
+			('L','Y10','Branded'),
+			('L','Y11','Branded'),
+			('L','Y12','Branded'),
+			('P','B10','Branded'),
+			('P','B11','Branded'),
+			('P','B52','Branded')
+		) AS X (F1, MING, GRP)
+)
+---------------------------------------directors-------------------------------------------------------------------------------------------------------------------------------------------------------
+,REPC AS (
+	SELECT
+		LTRIM(RTRIM(C.A9)) RCODE
+		,LTRIM(RTRIM(C.A9)) || ' - ' || C.A30 REPP
+		,COALESCE(Q.DIR,'Other') DIRECTOR
+	FROM
+		LGDAT.CODE C
+		LEFT OUTER JOIN RLARP.QRH Q ON
+			Q.QR = LTRIM(RTRIM(C.A9))
+	WHERE
+		C.A2 = 'MM'
+)
+--MOLD DESCRIPTIONS
+,MD AS (
+    SELECT
+        U.MOLD
+        ,MAX(U.DESCR) DESCR
+    FROM
+        (
+            SELECT
+                SUBSTR(M.AVPART,1,8) MOLD
+                ,MAX(M.AVDES1) DESCR
+            FROM
+                LGDAT.STKMM M
+			WHERE	
+				LENGTH(M.AVPART) > 8
+				AND SUBSTR(M.AVGLED,1,1) <= '2'
+			GROUP BY
+				SUBSTR(M.AVPART,1,8)
+            UNION ALL
+            SELECT
+                SUBSTR(P.AWPART,1,8) MOLD
+                ,MAX(P.AWDES1) DESCR
+            FROM
+                LGDAT.STKMP P
+			WHERE	
+				LENGTH(P.AWPART) > 8
+				AND SUBSTR(P.AWGLED,1,1) <= '2'
+			GROUP BY
+				SUBSTR(P.AWPART,1,8)
+        ) U
+    GROUP BY
+        U.MOLD
+)
+----------------------------------------------------sales major codes----------------------------------------------------------------------------------------------------------------------------------
+,SJ AS (
+	SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') = ''
+)
+----------------------------------------------------sales minor codes----------------------------------------------------------------------------------------------------------------------------------
+,SI AS (
+	SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') <> ''
+)
+----------------------------------------------------date ranges per season------------------------------------------------------------------------------------------------------------------------------
+,seas AS(
+    SELECT
+        ssyr
+        ,daterange(MIN(sdat),MAX(edat),'[]') dr
+        ,current_date <@ daterange(MIN(sdat),MAX(edat),'[]') cy
+    FROM
+        gld
+    GROUP BY
+        ssyr
+    ORDER BY
+        ssyr DESC
+)
+,intv AS (
+    SELECT current_date - lower(dr) dy from seas where cy = true
+)
+,std AS (
+SELECT
+    s.ssyr
+    ,s.dr
+    ,s.cy
+    ,daterange(lower(dr),dy + LOWER(dr),'[]') ytd
+FROM
+    seas s
+    CROSS JOIN intv
+)
+--select * from std
+---------------------------------------union actual and forecast---------------------------------------------------------------------------------------------------------------------------------------
+,UN AS (
+    --plan
+	SELECT
+	    osm.plnt
+        ,osm."ddord#"
+        ,osm."dditm#"
+        ,osm."fgbol#"
+        ,osm."fgent#"
+        ,osm."diinv#"
+        ,osm."dilin#"
+        ,osm.promo
+        ,osm.return_reas
+        ,osm.terms
+        ,osm.custpo
+        ,osm.dhincr
+        ,osm.diext
+        ,osm.ditdis
+        ,osm.dcodat
+        ,osm.ddqdat
+        ,osm.dcmdat
+        ,osm.dhidat
+        ,osm.fspr
+        ,osm.remit_to
+        ,osm.bill_class
+        ,osm.bill_cust
+        ,osm.bill_rep
+        ,osm.bill_terr
+        ,osm.ship_class
+        ,osm.ship_cust
+        ,osm.ship_rep
+        ,osm.ship_terr
+        ,osm.quota_rep
+        ,osm.account
+        ,osm.shipgrp
+        ,osm.geo
+        ,osm.chan
+        ,osm.orig_ctry
+        ,osm.orig_prov
+        ,osm.orig_post
+        ,osm.dest_ctry
+        ,osm.dest_prov
+        ,osm.dest_post
+        ,osm.part
+        ,osm.ord_gldc
+        ,osm.majg
+        ,osm.ming
+        ,osm.majs
+        ,osm.mins
+        ,osm.gldc
+        ,osm.glec
+        ,osm.harm
+        ,osm.clss
+        ,osm.brand
+        ,osm.assc
+        ,osm.fs_line
+        ,osm.r_currency
+        ,osm.r_rate
+        ,osm.c_currency
+        ,osm.c_rate
+        ,osm.ddqtoi
+        ,osm.ddqtsi
+        ,osm.fgqshp
+        ,osm.diqtsh
+        ,osm.fb_qty
+        ,osm.fb_cst_loc
+        ,osm.fb_cst_loc_cur
+        ,osm.fb_cst_loc_fut
+        ,osm.fb_val_loc
+        ,osm.fb_val_loc_pl
+        ,osm.calc_status
+        ,osm.flag
+        ,osm.orderdate
+        ,osm.requestdate
+        ,greatest(least(osm.shipdate,sd.edat),sd.sdat) shipdate
+        ,osm.adj_orderdate
+        ,osm.adj_requestdate
+        ,osm.adj_shipdate
+        ,osm."version"
+        ,osm.iter
+        ----------------presentation columns----------------------------------------------
+        ,null::text iterdet
+        ,null::jsonb iterdef
+        ,OD.SSYR order_season
+        ,to_char(osm.adj_orderdate,'Mon') order_month
+        ,SD.SSYR ship_season
+        ,to_char(osm.adj_shipdate,'Mon') ship_month
+        ,RD.SSYR request_season
+        ,to_char(osm.adj_requestdate,'Mon') request_month
+        ,osm.PART ||COALESCE(' - '|| RTRIM(COALESCE(AVDES1, AWDES1)),'') part_descr
+        ,F.F3||COALESCE(' - '||F.DESCR,'') part_family
+        ,SUBSTRING(PART,1,8)||COALESCE(' - '||MD.DESCR,'') part_group
+        ,COALESCE(MG.GRP,'Unbranded') branding
+        ,CASE WHEN substring(osm.glec,1,1) <= '2' THEN SUBSTRING(osm.part,9,3) ELSE '' END color
+        ,COALESCE(SEG.SEGM,'Other') segm
+        ,osm.bill_cust || COALESCE(' - '|| RTRIM(BC.BVNAME),'') bill_cust_descr
+        ,osm.account billto_group
+        ,osm.ship_cust || COALESCE(' - '|| RTRIM(SC.BVNAME),'') ship_cust_descr
+        ,osm.shipgrp shipto_group
+        ,osm.MAJG||COALESCE(' - '||BQDES,'') majg_descr
+        ,osm.MING||COALESCE(' - '||BRDES,'') ming_descr
+        ,osm.MAJS||COALESCE(' - '||SJ.BSDES1,'') majs_descr
+        ,osm.MINS||COALESCE(' - '||SI.BSDES1,'') mins_descr
+        ,CASE COALESCE(SEG.SEGM,'Other')
+            WHEN 'Retail' THEN coalesce(L.RETAIL)
+            ELSE osm.CHAN
+        END mod_chan
+        ,CASE COALESCE(SEG.SEGM,'Other')
+            WHEN 'Retail' THEN coalesce(L.RETAILSUB)
+            ELSE ''
+        END mod_chansub
+        ,COALESCE(REPC.REPP,osm.QUOTA_REP) quota_rep_descr
+        ,COALESCE(REPC.DIRECTOR,osm.QUOTA_REP) director_descr
+        ,fb_val_loc value_loc
+        ,fb_val_loc * r_rate value_usd
+        ,fb_cst_loc cost_loc
+        ,fb_cst_loc * c_rate cost_usd
+        ,fb_qty units
+	FROM
+		rlarp.osmfs osm
+		LEFT OUTER JOIN GLD SD ON
+			osm.FSPR = sd.FSPR
+		LEFT OUTER JOIN GLD OD ON
+			osm.ADJ_ORDERDATE BETWEEN od.SDAT AND od.EDAT
+        LEFT OUTER JOIN GLD RD ON
+            osm.ADJ_REQUESTDATE BETWEEN RD.SDAT AND RD.EDAT
+		LEFT OUTER JOIN SEG ON
+			SEG.GLEC = osm.GLEC
+			--AND SEG.SEGM <> 'Other'
+        LEFT OUTER JOIN MG ON   
+            MG.F1 = SUBSTR(osm.PART,16,1)
+		    AND MG.MING = osm.MING
+		LEFT OUTER JOIN RLARP.FAMILY F ON
+			F.F3 = SUBSTR(osm.PART,1,3)
+		LEFT OUTER JOIN LGDAT.STKMM M ON
+			M.AVPART = osm.PART
+		LEFT OUTER JOIN LGDAT.STKMP P ON
+			P.AWPART = osm.PART
+        LEFT OUTER JOIN MD ON
+            MD.MOLD = SUBSTR(osm.PART,1,8)
+		LEFT OUTER JOIN RLARP.FFCHNL L ON
+			L.BILL = osm.BILL_CLASS
+			AND L.SHIP = osm.SHIP_CLASS
+        LEFT OUTER JOIN LGDAT.CUST BC ON
+            BC.BVCUST = osm.BILL_CUST
+        LEFT OUTER JOIN LGDAT.CUST SC ON
+            SC.BVCUST = osm.SHIP_CUST
+                LEFT OUTER JOIN REPC ON
+            REPC.RCODE = osm.QUOTA_REP
+        LEFT OUTER JOIN SI ON
+            SI.BSMJCD = osm.MAJS
+            AND SI.BSMNCD = osm.MINS
+        LEFT OUTER JOIN SJ ON
+            SJ.BSMJCD = osm.MAJS
+        LEFT OUTER JOIN LGDAT.MAJG ON
+            BQGRP = osm.MAJG
+        LEFT OUTER JOIN LGDAT.MMGP ON
+            BRMGRP = osm.MING
+            AND BRGRP = osm.MAJG
+	WHERE
+		osm.FS_LINE = '41010'
+		AND osm.CALC_STATUS <> 'CANCELED'
+		AND SUBSTR(osm.GLEC,1,1) <= '2'
+    /*
+    UNION ALL
+    SELECT
+	    osm.plnt
+        ,osm."ddord#"
+        ,osm."dditm#"
+        ,osm."fgbol#"
+        ,osm."fgent#"
+        ,osm."diinv#"
+        ,osm."dilin#"
+        ,osm.promo
+        ,osm.return_reas
+        ,osm.terms
+        ,osm.custpo
+        ,osm.dhincr
+        ,osm.diext
+        ,osm.ditdis
+        ,osm.dcodat
+        ,osm.ddqdat
+        ,osm.dcmdat
+        ,osm.dhidat
+        ,osm.fspr
+        ,osm.remit_to
+        ,osm.bill_class
+        ,osm.bill_cust
+        ,osm.bill_rep
+        ,osm.bill_terr
+        ,osm.ship_class
+        ,osm.ship_cust
+        ,osm.ship_rep
+        ,osm.ship_terr
+        ,osm.quota_rep
+        ,osm.account
+        ,osm.shipgrp
+        ,osm.geo
+        ,osm.chan
+        ,osm.orig_ctry
+        ,osm.orig_prov
+        ,osm.orig_post
+        ,osm.dest_ctry
+        ,osm.dest_prov
+        ,osm.dest_post
+        ,osm.part
+        ,osm.ord_gldc
+        ,osm.majg
+        ,osm.ming
+        ,osm.majs
+        ,osm.mins
+        ,osm.gldc
+        ,osm.glec
+        ,osm.harm
+        ,osm.clss
+        ,osm.brand
+        ,osm.assc
+        ,osm.fs_line
+        ,osm.r_currency
+        ,osm.r_rate
+        ,osm.c_currency
+        ,osm.c_rate
+        ,osm.ddqtoi
+        ,osm.ddqtsi
+        ,osm.fgqshp
+        ,osm.diqtsh
+        ,osm.fb_qty
+        ,osm.fb_cst_loc
+        ,osm.fb_cst_loc_cur
+        ,osm.fb_cst_loc_fut
+        ,osm.fb_val_loc
+        ,osm.fb_val_loc_pl
+        ,osm.calc_status
+        ,osm.flag
+        ,osm.orderdate
+        ,osm.requestdate
+        ,greatest(least(osm.shipdate,sd.edat),sd.sdat) shipdate
+        ,osm.adj_orderdate
+        ,osm.adj_requestdate
+        ,osm.adj_shipdate
+        ,osm."version"
+        ,osm.iter
+        ----------------presentation columns----------------------------------------------
+        ,null::text iterdet
+        ,null::jsonb iterdef
+        ,OD.SSYR order_season
+        ,to_char(osm.adj_orderdate,'Mon') order_month
+        ,SD.SSYR ship_season
+        ,to_char(osm.adj_shipdate,'Mon') ship_month
+        ,RD.SSYR request_season
+        ,to_char(osm.adj_requestdate,'Mon') request_month
+        ,PART ||' - '|| RTRIM(COALESCE(AVDES1, AWDES1)) part_descr
+        ,F.F3||' - '||F.DESCR part_family
+        ,SUBSTRING(PART,1,8)||' - '||MD.DESCR part_group
+        ,COALESCE(MG.GRP,'Unbranded') branding
+        ,CASE WHEN substring(osm.glec,1,1) <= '2' THEN SUBSTRING(osm.part,9,3) ELSE '' END color
+        ,COALESCE(SEG.SEGM,'Other') segm
+        ,osm.bill_cust ||' - '|| RTRIM(BC.BVNAME) bill_cust_descr
+        ,osm.account billto_group
+        ,osm.ship_cust ||' - '|| RTRIM(SC.BVNAME) ship_cust_descr
+        ,osm.shipgrp shipto_group
+        ,osm.MAJG||COALESCE(' - '||BQDES,'') majg_descr
+        ,osm.MING||COALESCE(' - '||BRDES,'') ming_descr
+        ,osm.MAJS||COALESCE(' - '||SJ.BSDES1,'') majs_descr
+        ,osm.MINS||COALESCE(' - '||SI.BSDES1,'') mins_descr
+        ,CASE COALESCE(SEG.SEGM,'Other')
+            WHEN 'Retail' THEN coalesce(L.RETAIL,'')
+            ELSE osm.CHAN
+        END mod_chan
+        ,CASE COALESCE(SEG.SEGM,'Other')
+            WHEN 'Retail' THEN coalesce(L.RETAILSUB,'')
+            ELSE ''
+        END mod_chansub
+        ,COALESCE(REPC.REPP,osm.QUOTA_REP) quota_rep_descr
+        ,COALESCE(REPC.DIRECTOR,osm.QUOTA_REP) director_descr
+        ,osm.fb_val_loc::numeric value_loc
+        ,(osm.fb_val_loc * osm.r_rate)::numeric value_usd
+        ,osm.fb_cst_loc::numeric cost_loc
+        ,(osm.fb_cst_loc * osm.c_rate)::numeric cost_usd
+        ,osm.fb_qty::numeric units
+	FROM
+		rlarp.osmfs osm
+		LEFT OUTER JOIN GLD SD ON
+			osm.FSPR = sd.FSPR
+		LEFT OUTER JOIN GLD OD ON
+			osm.ADJ_ORDERDATE BETWEEN od.SDAT AND od.EDAT
+        LEFT OUTER JOIN GLD RD ON
+            osm.ADJ_REQUESTDATE BETWEEN RD.SDAT AND RD.EDAT
+		LEFT OUTER JOIN SEG ON
+			SEG.GLEC = osm.GLEC
+			--AND SEG.SEGM <> 'Other'
+        LEFT OUTER JOIN MG ON   
+            MG.F1 = SUBSTR(osm.PART,16,1)
+		    AND MG.MING = osm.MING
+		LEFT OUTER JOIN RLARP.FAMILY F ON
+			F.F3 = SUBSTR(osm.PART,1,3)
+		LEFT OUTER JOIN LGDAT.STKMM M ON
+			M.AVPART = osm.PART
+		LEFT OUTER JOIN LGDAT.STKMP P ON
+			P.AWPART = osm.PART
+        LEFT OUTER JOIN MD ON
+            MD.MOLD = SUBSTR(osm.PART,1,8)
+		LEFT OUTER JOIN RLARP.FFCHNL L ON
+			L.BILL = osm.BILL_CLASS
+			AND L.SHIP = osm.SHIP_CLASS
+        LEFT OUTER JOIN LGDAT.CUST BC ON
+            BC.BVCUST = osm.BILL_CUST
+        LEFT OUTER JOIN LGDAT.CUST SC ON
+            SC.BVCUST = osm.SHIP_CUST
+        LEFT OUTER JOIN REPC ON
+            REPC.RCODE = osm.QUOTA_REP
+        LEFT OUTER JOIN SI ON
+            SI.BSMJCD = osm.MAJS
+            AND SI.BSMNCD = osm.MINS
+        LEFT OUTER JOIN SJ ON
+            SJ.BSMJCD = osm.MAJS
+        LEFT OUTER JOIN LGDAT.MAJG ON
+            BQGRP = osm.MAJG
+        LEFT OUTER JOIN LGDAT.MMGP ON
+            BRMGRP = osm.MING
+            AND BRGRP = osm.MAJG
+	WHERE
+		osm.fs_line = '41010'
+        AND osm.calc_status <> 'CANCELED'
+        AND SUBSTRING(osm.glec,1,1) <= '2'
+        AND osm.version = 'ACTUALS'
+        AND osm.adj_orderdate BETWEEN '2017-06-01' AND '2018-05-31'
+    */
+)
+SELECT * FROM UN
+);
+COMMIT;

offline/change_shipdate.sql

@@ -1,243 +0,0 @@
-----change shipdates for a specific order/shipping month combination in the first where clause below
-----generally drawn from monthly slots on a order/ship matrix to target those whole selecctions for a different shipping date
-WITH
----------collapse iterations--------------------------------------
-collapse 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           
-        ,SUM(o.units)                      units
-        ,SUM(o.value_loc)                  value_loc
-        ,SUM(o.value_usd)                  value_usd
-        -----exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,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
-    WHERE
-        --all June and earlier orders originally shipping in October now move back to June ship date
-        ship_season||substring(ship_month,1,2) = '202208' 
-        and order_season||substring(order_month,1,2) <= '202112' 
-        and segm = 'Greenhouse'
-    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          
-        ,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
-)
---SELECT 
---    sum(value_usd) 
---FROM 
---    collapse
-------------------create a log entry--------------------
-,log AS (
-    INSERT INTO
-           rlarp.osm_log(doc)
-    SELECT 
-        $${
-            "message":"GH sales smooth",
-            "tag":"sales smooth",
-            "type":"build" 
-        }$$::jsonb doc 
-    RETURNING *
-)
-,rem 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           
-        ,-units               units
-        ,-value_loc           value_loc
-        ,-value_usd           value_usd
-        ------exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,-cost_loc            cost_loc
-        ,-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
-        ---this iteration has to be listed in the master template file in order to be effectively included---
-        ,'b22' AS version
-        ,'upload volume' iter
-        ,log.id
-        ,COALESCE(log.doc->>'tag','') "tag"
-        ,log.doc->>'message' "comment"
-        ,log.doc->>'type' module
-    FROM
-        collapse o
-        ,log
-)
-,ins AS (
-    SELECT
-         '2201' 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           
-        ,units    
-        ,value_loc
-        ,value_usd
-        -----exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,cost_loc
-        ,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
-        ,'2020-06-01'::date ship_date        --history date mix
-        ,'01 - Jun' ship_month
-        ,2022 ship_season
-        ---this iteration has to be listed in the master template file in order to be effectively included---
-        ,'b22' AS version
-        ,'upload volume' iter
-        ,log.id
-        ,COALESCE(log.doc->>'tag','') "tag"
-        ,log.doc->>'message' "comment"
-        ,log.doc->>'type' module
-    FROM
-        collapse o
-        ,log
-)
-INSERT INTO 
-    rlarp.osm_pool 
-SELECT * FROM rem 
-UNION ALL 
-SELECT * FROM ins;

offline/copy_orders.sql

@@ -0,0 +1,547 @@
+BEGIN;
+--\timing
+truncate table rlarp.osmfs;
+
+WITH
+gld 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
+,price AS (
+    SELECT
+        part
+        ,bill_cust
+        ,ship_cust
+        ,round(fb_val_loc/fb_qty,10) AS price
+        ,orderdate
+        ,row_number() OVER (PARTITION BY part,bill_cust, ship_cust ORDER BY orderdate DESC) rn
+    FROM
+        rlarp.osm
+    WHERE
+        fs_line = '41010'    
+        AND calc_status <> 'CANCELED'
+        AND COALESCE(part,'') <> ''
+        AND fb_qty <> 0
+        AND orderdate IS NOT NULL
+    ORDER BY
+        part
+        ,bill_cust
+        ,ship_cust
+        ,orderdate
+)
+,cop AS (
+    SELECT
+        o.plnt
+        ,o."ddord#"
+        ,o."dditm#"
+        ,o."fgbol#"
+        ,o."fgent#"
+        ,o."diinv#"
+        ,o."dilin#"
+        ,o.promo
+        ,o.return_reas
+        ,o.terms
+        ,o.custpo
+        ,o.dhincr
+        ,o.diext
+        ,o.ditdis
+        ,o.dcodat
+        ,o.ddqdat
+        ,o.dcmdat
+        ,o.dhidat
+        ,o.fspr
+        ,o.remit_to
+        ,o.bill_class
+        ,o.bill_cust
+        ,o.bill_rep
+        ,o.bill_terr
+        ,o.ship_class
+        ,o.ship_cust
+        ,o.ship_rep
+        ,o.ship_terr
+        ,o.quota_rep
+        ,o.account
+        ,o.shipgrp
+        ,o.geo
+        ,o.chan
+        ,o.orig_ctry
+        ,o.orig_prov
+        ,o.orig_post
+        ,o.dest_ctry
+        ,o.dest_prov
+        ,o.dest_post
+        ,o.part
+        ,o.ord_gldc
+        ,o.majg
+        ,o.ming
+        ,o.majs
+        ,o.mins
+        ,o.gldc
+        ,o.glec
+        ,o.harm
+        ,o.clss
+        ,o.brand
+        ,o.assc
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.ddqtoi
+        ,o.ddqtsi
+        ,o.fgqshp
+        ,o.diqtsh
+        ,sum(o.fb_qty) fb_qty
+        ,sum(o.fb_cst_loc) fb_cst_loc
+        ,sum(o.fb_cst_loc_cur) fb_cst_loc_cur
+        ,sum(o.fb_cst_loc_fut) fb_cst_loc_fut
+        ,sum(o.fb_val_loc) fb_val_loc
+        ,sum(o.fb_val_loc_pl) fb_val_loc_pl
+        ,o.calc_status
+        ,o.flag
+        ,o.orderdate
+        ,o.requestdate
+        ,greatest(least(o.shipdate,gld.edat),gld.sdat) shipdate
+        ,o.adj_orderdate
+        ,o.adj_requestdate
+        ,greatest(least(o.adj_shipdate,gld.edat),gld.sdat) adj_shipdate
+        ,'9p3' "version"
+        ,'actual' iter
+    FROM
+        rlarp.osm o
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+    WHERE
+        (
+            o.adj_orderdate BETWEEN '2018-06-01' AND '2019-03-24'
+            OR o.calc_status IN ('OPEN','BACKORDER')
+            OR o.fspr BETWEEN '1901' AND '1910'
+        )
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        AND calc_status||flag <> 'CLOSEDREMAINDER'  --exclude short ships when building order adjustments
+        --AND adj_orderdate <= adj_shipdate           --exclude poorly date
+    GROUP BY
+        o.plnt
+        ,o."ddord#"
+        ,o."dditm#"
+        ,o."fgbol#"
+        ,o."fgent#"
+        ,o."diinv#"
+        ,o."dilin#"
+        ,o.promo
+        ,o.return_reas
+        ,o.terms
+        ,o.custpo
+        ,o.dhincr
+        ,o.diext
+        ,o.ditdis
+        ,o.dcodat
+        ,o.ddqdat
+        ,o.dcmdat
+        ,o.dhidat
+        ,o.fspr
+        ,o.remit_to
+        ,o.bill_class
+        ,o.bill_cust
+        ,o.bill_rep
+        ,o.bill_terr
+        ,o.ship_class
+        ,o.ship_cust
+        ,o.ship_rep
+        ,o.ship_terr
+        ,o.quota_rep
+        ,o.account
+        ,o.shipgrp
+        ,o.geo
+        ,o.chan
+        ,o.orig_ctry
+        ,o.orig_prov
+        ,o.orig_post
+        ,o.dest_ctry
+        ,o.dest_prov
+        ,o.dest_post
+        ,o.part
+        ,o.ord_gldc
+        ,o.majg
+        ,o.ming
+        ,o.majs
+        ,o.mins
+        ,o.gldc
+        ,o.glec
+        ,o.harm
+        ,o.clss
+        ,o.brand
+        ,o.assc
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.ddqtoi
+        ,o.ddqtsi
+        ,o.fgqshp
+        ,o.diqtsh
+        ,o.calc_status
+        ,o.flag
+        ,o.orderdate
+        ,o.requestdate
+        ,greatest(least(o.shipdate,gld.edat),gld.sdat)
+        ,o.adj_orderdate
+        ,o.adj_requestdate
+        ,greatest(least(o.adj_shipdate,gld.edat),gld.sdat)
+    UNION ALL
+    SELECT
+        o.plnt
+        ,o."ddord#"
+        ,o."dditm#"
+        ,o."fgbol#"
+        ,o."fgent#"
+        ,o."diinv#"
+        ,o."dilin#"
+        ,o.promo
+        ,o.return_reas
+        ,o.terms
+        ,o.custpo
+        ,o.dhincr
+        ,o.diext
+        ,o.ditdis
+        ,o.dcodat
+        ,o.ddqdat
+        ,o.dcmdat
+        ,o.dhidat
+        ,o.fspr
+        ,o.remit_to
+        ,o.bill_class
+        ,o.bill_cust
+        ,o.bill_rep
+        ,o.bill_terr
+        ,o.ship_class
+        ,o.ship_cust
+        ,o.ship_rep
+        ,o.ship_terr
+        ,o.quota_rep
+        ,o.account
+        ,o.shipgrp
+        ,o.geo
+        ,o.chan
+        ,o.orig_ctry
+        ,o.orig_prov
+        ,o.orig_post
+        ,o.dest_ctry
+        ,o.dest_prov
+        ,o.dest_post
+        ,o.part
+        ,o.ord_gldc
+        ,o.majg
+        ,o.ming
+        ,o.majs
+        ,o.mins
+        ,o.gldc
+        ,o.glec
+        ,o.harm
+        ,o.clss
+        ,o.brand
+        ,o.assc
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.ddqtoi
+        ,o.ddqtsi
+        ,o.fgqshp
+        ,o.diqtsh
+        ,sum(o.fb_qty) fb_qty
+        ,sum(COALESCE(o.fb_qty * coalesce(m.cgstcs, pr.chstcs, r.y0stcs),o.fb_cst_loc)) fb_cst_loc
+        ,sum(o.fb_cst_loc_cur) fb_cst_loc_cur
+        ,sum(o.fb_cst_loc_fut) fb_cst_loc_fut
+        ,sum(COALESCE(o.fb_qty * p.price,o.fb_val_loc)) fb_val_loc
+        ,sum(o.fb_val_loc) fb_val_loc_pl
+        ,'CLOSED' calc_status
+        ,'SHIPMENT' flag
+        ,o.orderdate
+        ,o.requestdate
+        ,greatest(least(o.shipdate,gld.edat),gld.sdat) shipdate
+        ,o.adj_orderdate
+        ,o.adj_requestdate
+        ,greatest(least(o.adj_shipdate,gld.edat),gld.sdat) adj_shipdate
+        ,'9p3' "version"
+        ,'forecast' iter
+    FROM
+        rlarp.osmf o
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+        LEFT OUTER JOIN price p ON
+            p.part = o.part
+            AND p.bill_cust = o.bill_cust
+            AND p.ship_cust = o.ship_cust
+            AND p.rn = 1
+        LEFT OUTER JOIN lgdat.icstm m ON
+            m.cgpart = o.part 
+            AND m.cgplnt = o.plnt
+        LEFT OUTER JOIN lgdat.icstp pr ON
+            pr.chpart = o.part 
+            AND pr.chplnt = o.plnt
+        LEFT OUTER JOIN lgdat.icstr r ON
+            y0part = o.part 
+            AND y0plnt = o.plnt
+    WHERE
+        o.adj_orderdate BETWEEN '2019-03-25' AND '2019-05-31'
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        AND calc_status||flag <> 'CLOSEDREMAINDER'  --exclude short ships when building order adjustments
+        AND adj_orderdate <= adj_shipdate           --exclude bogus ship date orders
+    GROUP BY
+        o.plnt
+        ,o."ddord#"
+        ,o."dditm#"
+        ,o."fgbol#"
+        ,o."fgent#"
+        ,o."diinv#"
+        ,o."dilin#"
+        ,o.promo
+        ,o.return_reas
+        ,o.terms
+        ,o.custpo
+        ,o.dhincr
+        ,o.diext
+        ,o.ditdis
+        ,o.dcodat
+        ,o.ddqdat
+        ,o.dcmdat
+        ,o.dhidat
+        ,o.fspr
+        ,o.remit_to
+        ,o.bill_class
+        ,o.bill_cust
+        ,o.bill_rep
+        ,o.bill_terr
+        ,o.ship_class
+        ,o.ship_cust
+        ,o.ship_rep
+        ,o.ship_terr
+        ,o.quota_rep
+        ,o.account
+        ,o.shipgrp
+        ,o.geo
+        ,o.chan
+        ,o.orig_ctry
+        ,o.orig_prov
+        ,o.orig_post
+        ,o.dest_ctry
+        ,o.dest_prov
+        ,o.dest_post
+        ,o.part
+        ,o.ord_gldc
+        ,o.majg
+        ,o.ming
+        ,o.majs
+        ,o.mins
+        ,o.gldc
+        ,o.glec
+        ,o.harm
+        ,o.clss
+        ,o.brand
+        ,o.assc
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.ddqtoi
+        ,o.ddqtsi
+        ,o.fgqshp
+        ,o.diqtsh
+        ,o.orderdate
+        ,o.requestdate
+        ,greatest(least(o.shipdate,gld.edat),gld.sdat)
+        ,o.adj_orderdate
+        ,o.adj_requestdate
+        ,greatest(least(o.adj_shipdate,gld.edat),gld.sdat)
+)
+,incr AS (
+    SELECT
+        o.plnt
+        ,o."ddord#"
+        ,o."dditm#"
+        ,o."fgbol#"
+        ,o."fgent#"
+        ,o."diinv#"
+        ,o."dilin#"
+        ,o.promo
+        ,o.return_reas
+        ,o.terms
+        ,o.custpo
+        ,o.dhincr
+        ,o.diext
+        ,o.ditdis
+        ,o.dcodat
+        ,o.ddqdat
+        ,o.dcmdat
+        ,o.dhidat
+        ,gld.fspr
+        ,o.remit_to
+        ,o.bill_class
+        ,o.bill_cust
+        ,o.bill_rep
+        ,o.bill_terr
+        ,o.ship_class
+        ,o.ship_cust
+        ,o.ship_rep
+        ,o.ship_terr
+        ,o.quota_rep
+        ,o.account
+        ,o.shipgrp
+        ,o.geo
+        ,o.chan
+        ,o.orig_ctry
+        ,o.orig_prov
+        ,o.orig_post
+        ,o.dest_ctry
+        ,o.dest_prov
+        ,o.dest_post
+        ,o.part
+        ,o.ord_gldc
+        ,o.majg
+        ,o.ming
+        ,o.majs
+        ,o.mins
+        ,o.gldc
+        ,o.glec
+        ,o.harm
+        ,o.clss
+        ,o.brand
+        ,o.assc
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.ddqtoi
+        ,o.ddqtsi
+        ,o.fgqshp
+        ,o.diqtsh
+        ,sum(o.fb_qty) fb_qty
+        ,sum(o.fb_cst_loc) fb_cst_loc
+        ,sum(o.fb_cst_loc_cur) fb_cst_loc_cur
+        ,sum(o.fb_cst_loc_fut) fb_cst_loc_fut
+        ,sum(o.fb_val_loc) fb_val_loc
+        ,sum(o.fb_val_loc_pl) fb_val_loc_pl
+        ,o.calc_status
+        ,o.flag
+        ----these dates should already be snapped since the derive from the adjusted set
+        ,o.orderdate + interval '1 year' orderdate
+        ,o.requestdate + interval '1 year' requestdate
+        ,o.shipdate + interval '1 year' shipdate
+        ,o.adj_orderdate + interval '1 year' adj_orderdate
+        ,o.adj_requestdate + interval '1 year' adj_requestdate
+        ,o.adj_shipdate + interval '1 year' adj_shipdate
+        ,'b20' "version"
+        ,'copy' iter
+    FROM
+        cop o
+        LEFT OUTER JOIN gld ON
+            (o.adj_shipdate + interval '1 year') BETWEEN gld.sdat AND gld.edat
+    WHERE
+        adj_orderdate BETWEEN '2018-06-01' AND '2019-05-31'
+    GROUP BY
+        o.plnt
+        ,o."ddord#"
+        ,o."dditm#"
+        ,o."fgbol#"
+        ,o."fgent#"
+        ,o."diinv#"
+        ,o."dilin#"
+        ,o.promo
+        ,o.return_reas
+        ,o.terms
+        ,o.custpo
+        ,o.dhincr
+        ,o.diext
+        ,o.ditdis
+        ,o.dcodat
+        ,o.ddqdat
+        ,o.dcmdat
+        ,o.dhidat
+        ,gld.fspr
+        ,o.remit_to
+        ,o.bill_class
+        ,o.bill_cust
+        ,o.bill_rep
+        ,o.bill_terr
+        ,o.ship_class
+        ,o.ship_cust
+        ,o.ship_rep
+        ,o.ship_terr
+        ,o.quota_rep
+        ,o.account
+        ,o.shipgrp
+        ,o.geo
+        ,o.chan
+        ,o.orig_ctry
+        ,o.orig_prov
+        ,o.orig_post
+        ,o.dest_ctry
+        ,o.dest_prov
+        ,o.dest_post
+        ,o.part
+        ,o.ord_gldc
+        ,o.majg
+        ,o.ming
+        ,o.majs
+        ,o.mins
+        ,o.gldc
+        ,o.glec
+        ,o.harm
+        ,o.clss
+        ,o.brand
+        ,o.assc
+        ,o.fs_line
+        ,o.r_currency
+        ,o.r_rate
+        ,o.c_currency
+        ,o.c_rate
+        ,o.ddqtoi
+        ,o.ddqtsi
+        ,o.fgqshp
+        ,o.diqtsh
+        ,o.calc_status
+        ,o.flag
+        ,o.orderdate + interval '1 year'
+        ,o.requestdate + interval '1 year'
+        ,o.shipdate + interval '1 year'
+        ,o.adj_orderdate + interval '1 year'
+        ,o.adj_requestdate + interval '1 year'
+        ,o.adj_shipdate + interval '1 year'
+)
+INSERT INTO rlarp.osmfs
+SELECT * FROM incr
+UNION ALL
+SELECT * FROM cop;
+
+---identify short ships: causes disconnect with actual sales-------------------------------------------------------------------
+--UPDATE rlarp.osmfs SET iter = 'short ship' WHERE calc_status = 'CLOSED' AND flag = 'REMAINDER';
+
+---identify goofy ship dates: causes disconnect with sales when splicing in a forecast that has this problem-------------------
+--UPDATE rlarp.osmfs SET iter = 'bad date' WHERE adj_shipdate < adj_orderdate;
+COMMIT;

offline/last_price.sql

@@ -10,42 +10,42 @@ incr AS (
         ('110','PP','M',0.45),
         ('110','PP','P',0.45),
         ('110','PP','C',0.45),
-        ('210','PE','B',0.40),
+        ('210','PE','B',0.4),
-        ('210','PE','T',0.40),
+        ('210','PE','T',0.4),
-        ('210','PE','L',0.40),
+        ('210','PE','L',0.4),
-        ('210','PE','M',0.40),
+        ('210','PE','M',0.4),
-        ('210','PE','P',0.40),
+        ('210','PE','P',0.4),
-        ('210','PE','C',0.40),
+        ('210','PE','C',0.4),
-        ('310','PE','B',0.30),
+        ('310','PE','B',0.3),
         ('310','PE','T',0.35),
         ('310','PE','L',0.35),
         ('310','PE','M',0.35),
         ('310','PE','P',0.35),
         ('310','PE','C',0.35),
-        ('310','PP','B',0.30),
+        ('310','PP','B',0.3),
-        ('310','PP','T',0.30),
+        ('310','PP','T',0.3),
-        ('310','PP','L',0.30),
+        ('310','PP','L',0.3),
-        ('310','PP','M',0.30),
+        ('310','PP','M',0.3),
-        ('310','PP','P',0.30),
+        ('310','PP','P',0.3),
-        ('310','PP','C',0.30),
+        ('310','PP','C',0.3),
-        ('310','PS','B',0.30),
+        ('310','PS','B',0.3),
-        ('310','PS','T',0.30),
+        ('310','PS','T',0.3),
-        ('310','PS','L',0.30),
+        ('310','PS','L',0.3),
-        ('310','PS','M',0.30),
+        ('310','PS','M',0.3),
-        ('310','PS','P',0.30),
+        ('310','PS','P',0.3),
-        ('310','PS','C',0.30),
+        ('310','PS','C',0.3),
-        ('320','PE','B',0.30),
+        ('320','PE','B',0.3),
-        ('320','PE','T',0.30),
+        ('320','PE','T',0.3),
-        ('320','PE','L',0.30),
+        ('320','PE','L',0.3),
-        ('320','PE','M',0.30),
+        ('320','PE','M',0.3),
-        ('320','PE','P',0.30),
+        ('320','PE','P',0.3),
-        ('320','PE','C',0.30),
+        ('320','PE','C',0.3),
-        ('320','PP','B',0.30),
+        ('320','PP','B',0.3),
-        ('320','PP','T',0.30),
+        ('320','PP','T',0.3),
-        ('320','PP','L',0.30),
+        ('320','PP','L',0.3),
-        ('320','PP','M',0.30),
+        ('320','PP','M',0.3),
-        ('320','PP','P',0.30),
+        ('320','PP','P',0.3),
-        ('320','PP','C',0.30),
+        ('320','PP','C',0.3),
         ('910','PE','B',0.25),
         ('910','PE','D',0.25),
         ('910','PE','F',0.25),
@@ -55,17 +55,17 @@ incr AS (
         ('910','PS','B',0.25),
         ('910','PS','D',0.25),
         ('910','PS','F',0.25),
-        ('910',  '','B',0.25),
+        ('910','','B',0.25),
-        ('910',  '','T',0.25),
+        ('910','','T',0.25),
-        ('910',  '','L',0.25),
+        ('910','','L',0.25),
-        ('910',  '','M',0.25),
+        ('910','','M',0.25),
-        ('910',  '','P',0.25),
+        ('910','','P',0.25),
-        ('910',  '','D',0.25),
+        ('910','','D',0.25),
-        ('910',  '','F',0.25),
+        ('910','','F',0.25),
-        ('910',  '','C',0.25),
+        ('910','','C',0.25),
-        ('610',  '','B',0.02),
+        ('610','','B',0.02),
-        ('610',  '','S',0.02),
+        ('610','','S',0.02),
-        ('610',  '','W',0.02)
+        ('610','','W',0.02)
     ) x(MAJG,ASSC,COLTIER,RATE)
 )
 ,chx AS (
@@ -350,17 +350,17 @@ GROUP BY
 --)
 --SELECT * FROM test_unique where cnt > 1
 ----------------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 r1",
+            "tag":"last price r1",
---            "type":"build" 
+            "type":"build" 
---        }$$::jsonb doc 
+        }$$::jsonb doc 
---    RETURNING *
+    RETURNING *
---)
+)
 ---------collapse iterations-----------------------
 ,collapse AS (
     SELECT
@@ -518,23 +518,23 @@ SELECT
         )*o.units - o.value_loc) * r_rate,2)
     ,0) AS value_usd
     ----debug---
-    ,a.py_asp
+    --,least(
-    ,a.py_gasp
+    --    least(
-    ,a.last_price
+    --        COALESCE(a.py_asp,o.price_loc),
-    ,o.price_loc
+    --        COALESCE(a.py_gasp,a.target)
-    ,a.target
+    --    ) * (1 + a.rate),
-    ,a.jcprice
+    --    (a.jcprice->>0)::numeric
-    ,a.rate
+    --) AS rev_price
-    ,least(
+    --,o.units
-        least(
+    --,o.value_loc
-            COALESCE(a.py_asp,o.price_loc),
+    --,o.value_usd
-            COALESCE(a.py_gasp,a.target)
+    --,o.price_loc
-        ) * (1 + a.rate),
+    --,a.last_price
-        (a.jcprice->>0)::numeric
+    --,a.target
-    ) AS rev_price
+    --,a.jcprice
-    ,o.units qorig
+    --,a.rate
-    ,o.value_loc vl_orig
+    --,a.py_asp
-    ,o.value_usd vu_orig
+    --,a.py_gasp
     -----------
     ,0::numeric cost_loc
     ,0::numeric cost_usd
@@ -553,16 +553,16 @@ SELECT
     ---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
+    ,log.id
-    --,COALESCE(log.doc->>'tag','') "tag"
+    ,COALESCE(log.doc->>'tag','') "tag"
-    --,log.doc->>'message' "comment"
+    ,log.doc->>'message' "comment"
-    --,log.doc->>'type' module
+    ,log.doc->>'type' module
 FROM
     collapse o
     --need to join to itemm to get the product from osm_pool
     --,fcp a 
     ,pivot a
-    --,log
+    ,log
 WHERE
     --    a.productt = o.productt
     --AND a.quota_rep_descr = o.quota_rep_descr
@@ -579,11 +579,10 @@ WHERE
     AND a.shipgrp                = o.shipto_group
     AND o.order_date >= '2021-06-01'
     AND o.segm <> 'Retail'
-    AND o.dsm = 'PW'
 )
 --SELECT order_season, order_month, sum(value_usd) from ins group by order_season, order_month;
---INSERT INTO rlarp.osm_pool SELECT * FROM ins;
+INSERT INTO rlarp.osm_pool SELECT * FROM ins;
-SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
+--SELECT * FROM ins WHERE shipto_group = 'A&W ANNUALS' and part = 'TWA10200G18B027';
 -----------aggregate the impact------------
 
 --COMMIT;

offline/new_part.sql

@@ -0,0 +1,803 @@
+WITH 
+/*
+the volume must be expressed in terms of units, since that is what it will be scaling
+*/
+target AS (select $$replace_request$$::json def)
+--select * from newm
+,GLD 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'
+)
+,mseq AS (
+    SELECT * FROM 
+    (
+        VALUES
+        ('Jun',1,6,-1)
+        ,('Jul',2,7,-1)
+        ,('Aug',3,8,-1)
+        ,('Sep',4,9,-1)
+        ,('Oct',5,10,-1)
+        ,('Nov',6,11,-1)
+        ,('Dec',7,12,-1)
+        ,('Jan',8,1,0)
+        ,('Feb',9,2,0)
+        ,('Mar',10,3,0)
+        ,('Apr',11,4,0)
+        ,('May',12,5,0)
+    ) x(m,s,cal,yr)
+)
+,SEG AS (
+    SELECT
+        x.GLEC
+        ,x.SEGM
+    FROM
+        (
+            VALUES
+            ('1CU','Retail'),
+            ('1GR','Greenhouse'),
+            ('1NU','Nursery'),
+            ('1RE','Retail'),
+            ('2WI','Greenhouse'),
+            ('3BM','Other'),
+            ('3CO','Other'),
+            ('3PE','Other'),
+            ('3PP','Other'),
+            ('4CO','Other'),
+            ('4RA','Other'),
+            ('9MI','Other'),
+            ('9SA','Other'),
+            ('9TO','Other')
+        ) X(GLEC, SEGM)
+)
+,MG AS (
+    SELECT  
+        X.F1, X.MING, X.GRP
+    FROM 
+        (
+            VALUES
+            ('L','000','Branded'),
+            ('L','B10','Branded'),
+            ('L','B11','Branded'),
+            ('L','B52','Branded'),
+            ('L','C10','Branded'),
+            ('L','D12','Branded'),
+            ('L','M11','Branded'),
+            ('L','P12','Branded'),
+            ('L','P13','Branded'),
+            ('L','S10','Branded'),
+            ('L','Y10','Branded'),
+            ('L','Y11','Branded'),
+            ('L','Y12','Branded'),
+            ('P','B10','Branded'),
+            ('P','B11','Branded'),
+            ('P','B52','Branded')
+        ) AS X (F1, MING, GRP)
+)
+,REPC AS (
+    SELECT
+        LTRIM(RTRIM(C.A9)) RCODE
+        ,LTRIM(RTRIM(C.A9)) || ' - ' || C.A30 REPP
+        ,COALESCE(Q.DIR,'Other') DIRECTOR
+    FROM
+        LGDAT.CODE C
+        LEFT OUTER JOIN RLARP.QRH Q ON
+            Q.QR = LTRIM(RTRIM(C.A9))
+    WHERE
+        C.A2 = 'MM'
+)
+--MOLD DESCRIPTIONS
+,MD AS (
+    SELECT
+        U.MOLD
+        ,MAX(U.DESCR) DESCR
+    FROM
+        (
+            SELECT
+                SUBSTR(M.AVPART,1,8) MOLD
+                ,MAX(M.AVDES1) DESCR
+            FROM
+                LGDAT.STKMM M
+            WHERE   
+                LENGTH(M.AVPART) > 8
+                AND SUBSTR(M.AVGLED,1,1) <= '2'
+            GROUP BY
+                SUBSTR(M.AVPART,1,8)
+            UNION ALL
+            SELECT
+                SUBSTR(P.AWPART,1,8) MOLD
+                ,MAX(P.AWDES1) DESCR
+            FROM
+                LGDAT.STKMP P
+            WHERE   
+                LENGTH(P.AWPART) > 8
+                AND SUBSTR(P.AWGLED,1,1) <= '2'
+            GROUP BY
+                SUBSTR(P.AWPART,1,8)
+        ) U
+    GROUP BY
+        U.MOLD
+)
+----------------------------------------------------sales major codes----------------------------------------------------------------------------------------------------------------------------------
+,SJ AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') = ''
+)
+----------------------------------------------------sales minor codes----------------------------------------------------------------------------------------------------------------------------------
+,SI AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') <> ''
+)
+,copr AS (
+    SELECT  
+        LTRIM(RTRIM(A9)) AS COMP,  
+        A30 AS DESCR,  
+        SUBSTR(C.A249,242,2) CURR,  
+        SUBSTR(C.A249,32,4) AS GL,  
+        SUBSTR(C.A249,190,4) AS AR,  
+        SUBSTR(C.A249,182,4) AS AP,  
+        SUBSTR(C.A249,198,4) AS FA,  
+        SUBSTR(C.A249,238,4) AS IC ,  
+        SUBSTR(D.A249,9,5) CONS_FUNC  
+    FROM  
+        LGDAT.CODE  
+        LEFT OUTER JOIN LGDAT.NAME C ON  
+            'C0000'||LTRIM(RTRIM(A9)) = C.A7  
+        LEFT OUTER JOIN LGDAT.NAME D ON  
+            'D0000'||LTRIM(RTRIM(A9)) = D.A7  
+    WHERE  
+        A2 = 'AA' OR A2 IS NULL
+)
+,alldates AS (
+    SELECT  
+        promo
+        ,terms
+        ,order_month
+        ,mseq.s seq
+        ,orderdate
+        ,requestdate
+        ,shipdate
+        ,sum(value_usd) value_usd
+    FROM
+        rlarp.osm_fcpool
+        LEFT OUTER JOIN mseq ON
+            mseq.m = order_month
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+        -----------------additional params-------------------
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND adj_orderdate <= adj_shipdate
+    GROUP BY
+        promo
+        ,terms
+        ,order_month
+        ,mseq.s
+        ,orderdate
+        ,requestdate
+        ,shipdate
+    HAVING
+        sum(value_usd) <> 0
+)
+--select * from alldates
+,dom AS (
+    SELECT
+        extract(day FROM orderdate) DOM
+        ,sum(value_usd) value_usd
+    FROM
+        alldates
+    GROUP BY
+        extract(day FROM orderdate)
+)
+---------------------may want ot look at a top-5 mix solution in the future facilitated by sum() over (order by sales desc)---------------
+,mmix AS (
+    SELECT
+        to_char(orderdate,'Mon') _month
+        ,seq
+        ,promo
+        ,sum(extract(day from orderdate)*value_usd) dom_wa
+        --,requestdate-orderdate rlag
+        ,sum((requestdate-orderdate)*(value_usd)) rlag_wa
+        --,shipdate - requestdate slag
+        ,sum((shipdate - requestdate)*(value_usd)) slag_wa
+        ,sum(value_usd) value_usd
+    FROM
+        alldates
+    GROUP BY
+        to_char(orderdate,'Mon')
+        ,seq
+        ,promo
+        --,extract(day from orderdate)
+        --,requestdate-orderdate
+        --,shipdate - requestdate
+)
+,targm AS (
+    SELECT
+        je.key as month
+        ,r.amount
+        ,r.qty
+        ,s
+        ,cal
+        ,yr
+    FROM    
+        target
+        JOIN LATERAL json_each(def->'months') je ON true
+        JOIN LATERAL json_to_record(je.value) as r (amount numeric, qty numeric) ON TRUE
+        LEFT OUTER JOIN mseq ON
+            mseq.m = je.key
+)
+,mmixp AS (
+    SELECT
+        _month
+        ,seq
+        ,promo
+        ,round((dom_wa/value_usd)::numeric,0)::int odom
+        ,round((rlag_wa/value_usd)::numeric,0)::int rlag
+        ,round((slag_wa/value_usd)::numeric,0)::int slag
+        ,value_usd/sum(value_usd) over (partition by _month) momix
+        --,value_usd/SUM(value_usd) over (PARTITION BY _month) vperc
+    FROM
+        mmix
+)
+--month cross join mix
+,mxm AS (
+SELECT
+    t.month
+    ,t.amount
+    ,t.qty
+    ,t.s
+    ,t.cal
+    ,t.yr
+    ,x.momix
+    ,x.odom
+    ,x.rlag
+    ,x.slag
+    ,x.promo
+FROM
+    targm t
+    LEFT OUTER JOIN mmixp x ON
+        x._month = (
+                            SELECT 
+                                _month
+                            FROM 
+                                mmixp 
+                            ORDER BY 
+                                abs(seq - t.s) ASC 
+                            LIMIT 1
+                        )
+)
+--SELECT * FROM mmixp order by seq asc, vperc desc
+,basemix AS (
+SELECT
+        null::text plnt          ---master data 
+        ,0::numeric(11,0) "ddord#"
+        ,0::numeric(11,0) "dditm#"
+        ,0::numeric(11,0) "fgbol#"
+        ,0::numeric(11,0) "fgent#"
+        ,0::numeric(9,0) "diinv#"
+        ,0::numeric(3,0) "dilin#"
+        ,null::text promo          --history 
+        ,null::text return_reas
+        ,null::text terms
+        ,''::text custpo
+        ,'I' dhincr
+        ,null::numeric diext
+        ,null::numeric ditdis
+        ,null::date dcodat
+        ,null::date ddqdat
+        ,null::date dcmdat
+        ,null::date dhidat
+        ,null::text fspr
+        ,remit_to
+        ,bill_class
+        ,bill_cust
+        ,bill_rep
+        ,bill_terr
+        ,ship_class
+        ,ship_cust
+        ,ship_rep
+        ,ship_terr
+        ,quota_rep
+        ,account
+        ,shipgrp
+        ,geo
+        ,chan
+        ,orig_ctry
+        ,orig_prov
+        ,orig_post
+        ,dest_ctry
+        ,dest_prov
+        ,dest_post
+        ,null::text part          --history part mix
+        ,null::text ord_gldc
+        ,null::text majg
+        ,null::text ming
+        ,null::text majs
+        ,null::text mins
+        ,null::text gldc
+        ,null::text glec
+        ,null::text harm
+        ,null::text clss
+        ,null::text brand
+        ,null::text assc
+        ,fs_line
+        ,r_currency
+        ,r_rate
+        ,null::text c_currency
+        ,null::numeric c_rate
+        ,0::numeric(15,5) ddqtoi
+        ,0::numeric(15,5) ddqtsi
+        ,0::numeric(15,5) fgqshp
+        ,0::numeric(15,5) diqtsh
+        ,0::numeric fb_qty          --history value
+        ,0::numeric fb_cst_loc          --history part mix
+        ,0::numeric fb_cst_loc_cur
+        ,0::numeric fb_cst_loc_fut
+        ,0::numeric fb_val_loc          --history value
+        ,0::numeric fb_val_loc_pl
+        ,calc_status
+        ,flag
+        ,null::date orderdate          --history 
+        ,null::date requestdate          --history 
+        ,null::date shipdate          --history 
+        ,null::date adj_orderdate          --history 
+        ,null::date adj_requestdate          --history 
+        ,null::date adj_shipdate          --history 
+        ,null::text "version"
+        ,null::text iter
+        ---------------ui columns-------------------------
+        ,null::numeric order_season
+        ,null::text order_month
+        ,null::numeric ship_season
+        ,null::text ship_month
+        ,null::numeric request_season
+        ,null::text request_month
+        ,null::text part_descr
+        ,null::text part_family
+        ,null::text part_group
+        ,null::text branding
+        ,null::text color
+        ,null::text segm
+        ,bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,null::text majg_descr
+        ,null::text ming_descr
+        ,null::text majs_descr
+        ,null::text mins_descr
+        ,mod_chan
+        ,mod_chansub
+        ,quota_rep_descr
+        ,director_descr
+        ,null::numeric value_loc
+        ,null::numeric value_usd
+        ,null::numeric cost_loc
+        ,null::numeric cost_usd
+        ,null::numeric units
+        ,sum(coalesce(fb_val_loc * r_rate,0)) agg
+    FROM
+        rlarp.osm_fcpool
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+        -----------------additional params-------------------
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND adj_orderdate <= adj_shipdate
+    GROUP BY
+        remit_to
+        ,bill_class
+        ,bill_cust
+        ,bill_rep
+        ,bill_terr
+        ,ship_class
+        ,ship_cust
+        ,ship_rep
+        ,ship_terr
+        ,quota_rep
+        ,account
+        ,shipgrp
+        ,geo
+        ,chan
+        ,orig_ctry
+        ,orig_prov
+        ,orig_post
+        ,dest_ctry
+        ,dest_prov
+        ,dest_post
+        ,fs_line
+        ,r_currency
+        ,r_rate
+        ,calc_status
+        ,flag
+        ,bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,mod_chan
+        ,mod_chansub
+        ,quota_rep_descr
+        ,director_descr
+)
+,applyx AS (
+SELECT
+    b.plnt          --master data 
+    ,b."ddord#"
+    ,b."dditm#"
+    ,b."fgbol#"
+    ,b."fgent#"
+    ,b."diinv#"
+    ,b."dilin#"
+    ,mxm.promo          --history 
+    ,b.return_reas
+    ,b.terms          --history cust mix
+    ,b.custpo
+    ,b.dhincr
+    ,b.diext
+    ,b.ditdis
+    ,b.dcodat
+    ,b.ddqdat
+    ,b.dcmdat
+    ,b.dhidat
+    ,sd.fspr fspr
+    ,b.remit_to          --master data 
+    ,b.bill_class          --master data 
+    ,b.bill_cust          --history cust mix
+    ,b.bill_rep          --master data 
+    ,b.bill_terr          --master data 
+    ,b.ship_class          --master data 
+    ,b.ship_cust          --history cust mix
+    ,b.ship_rep          --master data 
+    ,b.ship_terr          --master data 
+    ,b.quota_rep          --master data 
+    ,b.account          --master data 
+    ,b.shipgrp          --master data 
+    ,b.geo          --master data 
+    ,b.chan          --master data 
+    ,b.orig_ctry          --master data 
+    ,b.orig_prov          --master data 
+    ,b.orig_post          --master data 
+    ,b.dest_ctry          --master data 
+    ,b.dest_prov          --master data 
+    ,b.dest_post          --master data 
+    ,(SELECT (regexp_match(def->>'newpart','(.*) - '::text))[1] FROM target) part          --history part mix
+    ,b.ord_gldc          --master data 
+    ,b.majg          --master data 
+    ,b.ming          --master data 
+    ,b.majs          --master data 
+    ,b.mins          --master data 
+    ,b.gldc          --master data 
+    ,b.glec          --master data 
+    ,b.harm          --master data 
+    ,b.clss          --master data 
+    ,b.brand          --master data 
+    ,b.assc          --master data 
+    ,b.fs_line          --master data 
+    ,b.r_currency          --history cust mix
+    ,b.r_rate          --master data 
+    ,b.c_currency          --master data 
+    ,b.c_rate          --master data 
+    ,b.ddqtoi
+    ,b.ddqtsi
+    ,b.fgqshp
+    ,b.diqtsh
+    ,(b.agg/sum(b.agg) OVER (partition by mxm.*))*mxm.momix*mxm.qty fb_qty
+    ,b.fb_cst_loc
+    ,b.fb_cst_loc_cur
+    ,b.fb_cst_loc_fut
+    ,(b.agg/sum(b.agg) OVER (partition by mxm.*))*mxm.momix*mxm.amount fb_val_loc
+    ,b.fb_val_loc_pl
+    ,b.calc_status
+    ,b.flag
+    ,make_date(mxm.yr + 2020,mxm.cal,mxm.odom) orderdate
+    ,make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag requestdate
+    ,make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag + slag shipdate
+    ,make_date(mxm.yr + 2020,mxm.cal,mxm.odom) adj_orderdate
+    ,make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag adj_requestdate
+    ,make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag + slag adj_shipdate
+    ,'replace_version' "version"
+    ,'replace_source'||' volume'  iter
+    -----------------------ui columns--------------------------------
+    ,'replace_iterdet' iterdet
+    ,$$replace_iterdef$$::json iterdef
+    ,od.ssyr order_season
+    ,to_char(make_date(mxm.yr + 2020,mxm.cal,mxm.odom),'Mon') order_month
+    ,sd.ssyr ship_season
+    ,to_char(make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag + slag,'Mon') ship_month
+    ,rd.ssyr request_season
+    ,to_char(make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag,'Mon')  request_month
+    ,b.part_descr
+    ,b.part_family
+    ,b.part_group
+    ,b.branding
+    ,b.color
+    ,b.segm
+    ,b.bill_cust_descr
+    ,b.billto_group
+    ,b.ship_cust_descr
+    ,b.shipto_group
+    ,b.majg_descr
+    ,b.ming_descr
+    ,b.majs_descr
+    ,b.mins_descr
+    ,b.mod_chan
+    ,b.mod_chansub
+    ,b.quota_rep_descr
+    ,b.director_descr
+    ,b.value_loc
+    ,b.value_usd
+    ,b.cost_loc
+    ,b.cost_usd
+    ,b.units
+    --,(b.agg/sum(b.agg) OVER (partition by mxm.*)) bmix
+    --,mxm.*
+FROM
+    basemix b
+    CROSS JOIN mxm
+    LEFT OUTER JOIN gld od ON
+        make_date(mxm.yr + 2020,mxm.cal,mxm.odom) BETWEEN od.sdat AND od.edat
+    LEFT OUTER JOIN gld rd ON
+        make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag BETWEEN rd.sdat AND rd.edat
+    LEFT OUTER JOIN gld sd ON
+        make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag + slag BETWEEN sd.sdat AND sd.edat
+)
+,final AS (
+SELECT
+    COALESCE(m.avdplt,p.awdplt) plnt          --master data 
+    ,b."ddord#"
+    ,b."dditm#"
+    ,b."fgbol#"
+    ,b."fgent#"
+    ,b."diinv#"
+    ,b."dilin#"
+    ,b.promo          --history 
+    ,b.return_reas
+    ,bc.bvterm terms          --history cust mix
+    ,b.custpo
+    ,b.dhincr
+    ,b.diext
+    ,b.ditdis
+    ,b.dcodat
+    ,b.ddqdat
+    ,b.dcmdat
+    ,b.dhidat
+    ,b.fspr
+    ,b.remit_to          --master data 
+    ,b.bill_class          --master data 
+    ,b.bill_cust          --history cust mix
+    ,b.bill_rep          --master data 
+    ,b.bill_terr          --master data 
+    ,b.ship_class          --master data 
+    ,b.ship_cust          --history cust mix
+    ,b.ship_rep          --master data 
+    ,b.ship_terr          --master data 
+    ,b.quota_rep          --master data 
+    ,b.account          --master data 
+    ,b.shipgrp          --master data 
+    ,b.geo          --master data 
+    ,b.chan          --master data 
+    ,b.orig_ctry          --master data 
+    ,b.orig_prov          --master data 
+    ,b.orig_post          --master data 
+    ,b.dest_ctry          --master data 
+    ,b.dest_prov          --master data 
+    ,b.dest_post          --master data 
+    ,(SELECT (regexp_match(def->>'newpart','(.*) - '::text))[1] FROM target) part          --history part mix
+    ,COALESCE(m.avglcd, p.awgldc) ord_gldc          --master data 
+    ,COALESCE(m.avmajg,p.awmajg) majg          --master data 
+    ,COALESCE(m.avming,p.awming) ming          --master data 
+    ,COALESCE(m.avmajs,p.awmajs) majs          --master data 
+    ,COALESCE(m.avmins,p.awmins) mins          --master data 
+    ,COALESCE(m.avglcd,p.awgldc) gldc          --master data 
+    ,COALESCE(m.avgled,p.awgled) glec          --master data 
+    ,COALESCE(m.avharm,p.awharm) harm          --master data 
+    ,COALESCE(m.avclss,p.awclss) clss          --master data 
+    ,SUBSTR(COALESCE(m."avcpt#",p."awvpt#"),1,1) brand          --master data 
+    ,COALESCE(m.avassc,p.awassc) assc          --master data 
+    ,b.fs_line          --master data 
+    ,b.r_currency          --history cust mix
+    ,b.r_rate          --master data 
+    ,copr.curr c_currency          --master data 
+    ,cx.rate c_rate          --master data 
+    ,b.ddqtoi
+    ,b.ddqtsi
+    ,b.fgqshp
+    ,b.diqtsh
+    ,b.fb_qty
+    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty fb_cst_loc
+    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty fb_cst_loc_cur
+    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty fb_cst_loc_fut
+    ,b.fb_val_loc
+    ,b.fb_val_loc_pl
+    ,b.calc_status
+    ,b.flag
+    ,b.orderdate
+    ,b.requestdate
+    ,b.shipdate
+    ,b.adj_orderdate
+    ,b.adj_requestdate
+    ,b.adj_shipdate
+    ,b."version"
+    ,b.iter
+    -----------------------ui columns--------------------------------
+    ,b.iterdet
+    ,b.iterdef
+    ,b.order_season
+    ,b.order_month
+    ,b.ship_season
+    ,b.ship_month
+    ,b.request_season
+    ,b.request_month
+    ,b.part ||' - '|| RTRIM(COALESCE(m.AVDES1, p.AWDES1)) part_descr
+    ,F.F3||' - '||F.DESCR part_family
+    ,SUBSTRING(b.part,1,8)||' - '||MD.DESCR part_group
+    ,COALESCE(MG.GRP,'Unbranded') branding
+    ,CASE WHEN substring(COALESCE(m.avgled, p.awgled),1,1) <= '2' THEN SUBSTRING(b.part,9,3) ELSE '' END color
+    ,COALESCE(SEG.SEGM,'Other') segm
+    ,b.bill_cust_descr
+    ,b.billto_group
+    ,b.ship_cust_descr
+    ,b.shipto_group
+    ,COALESCE(m.avmajg,p.awmajg)||COALESCE(' - '||BQDES,'') majg_descr
+    ,COALESCE(m.avming,p.awming)||COALESCE(' - '||BRDES,'') ming_descr
+    ,COALESCE(m.avmajs,p.awmajs)||COALESCE(' - '||SJ.BSDES1,'') majs_descr
+    ,COALESCE(m.avmins,p.awmins)||COALESCE(' - '||SI.BSDES1,'') mins_descr
+    ,CASE COALESCE(SEG.SEGM,'Other')
+        WHEN 'Retail' THEN L.RETAIL
+        ELSE b.CHAN
+    END mod_chan
+    ,CASE COALESCE(SEG.SEGM,'Other')
+        WHEN 'Retail' THEN L.RETAILSUB
+        ELSE ''
+    END mod_chansub
+    ,b.quota_rep_descr
+    ,b.director_descr
+    ,b.fb_val_loc value_loc
+    ,b.fb_val_loc *r_rate value_usd
+    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty cost_loc
+    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty*cx.rate cost_usd
+    ,b.fb_qty units
+FROM
+    applyx b
+    LEFT OUTER JOIN LGDAT.STKMM M ON
+        M.AVPART = b.PART
+    LEFT OUTER JOIN LGDAT.STKMP P ON
+        P.AWPART = b.PART
+    LEFT OUTER JOIN lgdat.stka a ON
+        v6part = b.part
+        AND v6plnt = COALESCE(m.avdplt,p.awdplt)
+    LEFT OUTER JOIN SEG ON
+        SEG.GLEC = COALESCE(m.avgled,p.awgled)
+        --AND SEG.SEGM <> 'Other'
+    LEFT OUTER JOIN MG ON   
+        MG.F1 = SUBSTR(b.PART,16,1)
+        AND MG.MING = COALESCE(m.avming,p.awming)
+    LEFT OUTER JOIN RLARP.FAMILY F ON
+        F.F3 = SUBSTR(b.PART,1,3)
+    LEFT OUTER JOIN MD ON
+        MD.MOLD = SUBSTR(b.PART,1,8)
+    LEFT OUTER JOIN RLARP.FFCHNL L ON
+        L.BILL = b.BILL_CLASS
+        AND L.SHIP = b.SHIP_CLASS
+    LEFT OUTER JOIN LGDAT.CUST BC ON
+        BC.BVCUST = b.BILL_CUST
+    LEFT OUTER JOIN LGDAT.CUST SC ON
+        SC.BVCUST = b.BILL_CUST
+    LEFT OUTER JOIN REPC ON
+        REPC.RCODE = b.QUOTA_REP
+    LEFT OUTER JOIN SI ON
+        SI.BSMJCD = COALESCE(m.avmajs,p.awmajs)
+        AND SI.BSMNCD = COALESCE(m.avmins,p.awmins)
+    LEFT OUTER JOIN SJ ON
+        SJ.BSMJCD = COALESCE(m.avmajs,p.awmajs)
+    LEFT OUTER JOIN LGDAT.MAJG ON
+        BQGRP = COALESCE(m.avmajg,p.awmajg)
+    LEFT OUTER JOIN LGDAT.MMGP ON
+        BRMGRP = COALESCE(m.avming,p.awming)
+        AND BRGRP = COALESCE(m.avmajg,p.awmajg)
+    LEFT OUTER JOIN lgdat.icstm im ON
+        im.cgpart = b.part
+        AND im.cgplnt = a.v6plnt
+    LEFT OUTER JOIN lgdat.icstp ip ON
+        ip.chpart = b.part
+        AND ip.chplnt = a.v6plnt
+    LEFT OUTER JOIN lgdat.icstr ir ON
+        ir.y0part = b.part
+        AND ir.y0plnt = a.v6plnt
+    LEFT OUTER JOIN lgdat.plnt ON
+        yaplnt = a.v6plnt
+    LEFT OUTER JOIN copr ON
+        copr.comp = yacomp::text
+    LEFT OUTER JOIN rlarp.ffcret cx ON
+        cx.perd = '1910'
+        AND cx.rtyp = 'MA'
+        AND cx.fcur = copr.curr
+        AND cx.tcur = 'US'
+)
+,ins AS (
+    INSERT INTO rlarp.osm_fcpool SELECT * FROM final RETURNING *
+)
+,insagg AS (
+SELECT
+    bill_cust_descr
+    ,billto_group
+    ,ship_cust_descr
+    ,shipto_group
+    ,quota_rep_descr
+    ,director_descr
+    ,segm
+    ,mod_chan
+    ,mod_chansub
+    ,majg_descr
+    ,ming_descr
+    ,majs_descr
+    ,mins_descr
+    ,brand
+    ,part_family
+    ,part_group
+    ,branding
+    ,color
+    ,part_descr
+    ,order_season
+    ,order_month
+    ,ship_season
+    ,ship_month
+    ,request_season
+    ,request_month
+    ,promo
+    ,version
+    ,iter
+    ,sum(value_loc) value_loc
+    ,sum(value_usd) value_usd
+    ,sum(cost_loc) cost_loc
+    ,sum(cost_usd) cost_usd
+    ,sum(units) units
+FROM
+    ins
+GROUP BY
+    bill_cust_descr
+    ,billto_group
+    ,ship_cust_descr
+    ,shipto_group
+    ,quota_rep_descr
+    ,director_descr
+    ,segm
+    ,mod_chan
+    ,mod_chansub
+    ,majg_descr
+    ,ming_descr
+    ,majs_descr
+    ,mins_descr
+    ,brand
+    ,part_family
+    ,part_group
+    ,branding
+    ,color
+    ,part_descr
+    ,order_season
+    ,order_month
+    ,ship_season
+    ,ship_month
+    ,request_season
+    ,request_month
+    ,promo
+    ,version
+    ,iter
+)
+--SELECT * FROM insagg
+SELECT json_agg(row_to_json(insagg)) x from insagg

offline/open_timing.sql

@@ -0,0 +1,96 @@
+BEGIN;
+
+WITH
+mseq AS (
+    SELECT * FROM 
+    (
+        VALUES
+        ('Jun',1,6,-1)
+        ,('Jul',2,7,-1)
+        ,('Aug',3,8,-1)
+        ,('Sep',4,9,-1)
+        ,('Oct',5,10,-1)
+        ,('Nov',6,11,-1)
+        ,('Dec',7,12,-1)
+        ,('Jan',8,1,0)
+        ,('Feb',9,2,0)
+        ,('Mar',10,3,0)
+        ,('Apr',11,4,0)
+        ,('May',12,5,0)
+    ) x(m,s,cal,yr)
+)
+,alldates AS (
+    SELECT  
+        shipgrp
+        ,to_char(orderdate,'Mon') orderm
+        ,extract(month FROM age(requestdate,orderdate)) rmo
+        ,(sum((shipdate - requestdate)* (fb_val_loc * r_rate))/sum(fb_val_loc * r_rate))::int wav_lag
+        --,sum(fb_val_loc * r_rate) value_usd
+    FROM
+        rlarp.osm
+    WHERE
+        adj_orderdate >= '2017-06-01'
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND adj_orderdate <= adj_shipdate
+        AND fspr IS NOT NULL
+    GROUP BY
+        shipgrp
+        ,to_char(orderdate,'Mon')
+        ,extract(month FROM age(requestdate,orderdate))
+    HAVING
+        sum(fb_val_loc * r_rate) <> 0
+)
+,lag AS (
+    SELECT 
+        shipgrp
+        ,orderm
+        ,rmo
+        ,wav_lag
+    FROM
+        alldates 
+    ORDER BY 
+        shipgrp
+        ,orderm
+        ,rmo
+)
+,opord AS (
+SELECT  
+    shipgrp
+    ,orderdate
+    ,requestdate
+    ,shipdate
+    ,to_char(orderdate,'Mon') orderm
+    ,extract(month FROM age(requestdate,orderdate)) rmo
+    ,sum(fb_val_loc * r_rate) value_usd
+FROM
+    rlarp.osm
+WHERE
+    calc_status NOT IN ('CANCELED','CLOSED')
+GROUP BY
+    shipgrp
+    ,orderdate
+    ,requestdate
+    ,shipdate
+    ,to_char(orderdate,'Mon')
+    ,extract(month FROM age(requestdate,orderdate))
+ORDER BY
+    value_usd DESC
+)
+,upd AS (
+UPDATE rlarp.osmfs o SET
+    adj_shipdate = greatest(shipdate + lag.wav_lag + 5 ,shipdate)
+FROM
+    lag
+WHERE
+    lag.shipgrp = o.shipgrp
+    AND lag.orderm = to_char(o.orderdate,'Mon')
+    AND lag.rmo = extract(month FROM age(o.requestdate,o.orderdate))
+    AND o.calc_status in ('BACKORDER','OPEN')
+RETURNING *
+)
+SELECT 
+    sum(fb_val_loc *r_rate) filter (where adj_shipdate < '2019-04-01') 
+    ,sum(fb_val_loc *r_rate) filter (where adj_shipdate >= '2019-04-01')
+from upd;
+
+COMMIT;

offline/part_list.sql

@@ -0,0 +1,27 @@
+WITH 
+act As (
+    SELECT DISTINCT
+        v6part part
+    FROM
+        lgdat.stka
+    WHERE
+        (
+            v6stat = 'A'
+            OR v6part in ('TWA10203G18B027','TWA10203G18D050','MIH09000G18E001')
+        ) 
+        OR v6type = 'C'
+)
+,stkm AS (
+    SELECT
+        act.part || ' - ' ||rtrim(COALESCE(m.avdes1,p.awdes1)) part
+        --,COALESCE(m.avgled, p.awgled) glec
+    FROM
+        act
+        LEFT OUTER JOIN lgdat.stkmm m ON
+            m.avpart = act.part
+        LEFT OUTER JOIN lgdat.stkmp p ON
+            p.awpart = act.part
+    WHERE
+        substr(COALESCE(m.avgled, p.awgled),1,1) <= '2'
+)
+select part from stkm

offline/scale_cost.sql

@@ -1,194 +0,0 @@
---BEGIN;
-
-WITH 
-req AS (
-    SELECT
-        23400000 cost_d
-)
----------collapse iterations-----------------------
-,collapse 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          
-        ,o.r_currency      
-        ,o.r_rate           
-        ,o.c_currency       
-        ,o.c_rate           
-        ,SUM(o.units)                      units
-        ,SUM(o.value_loc)                  value_loc
-        ,SUM(o.value_usd)                  value_usd
-        -----exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,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
-    WHERE
-        o.segm = 'Retail'
-        AND o.ship_season = '2022'
-    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          
-        ,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
-)
-,adj AS (
-    SELECT
-        (SELECT cost_d FROM req) - SUM(o.cost_usd) adj_d 
-        ,((SELECT cost_d FROM req) - SUM(o.cost_usd))/SUM(o.cost_usd) adj_p
-    FROM
-        collapse o
-)
---SELECT * from adj;
-----------------create a log entry--------------------
-,log AS (
-    INSERT INTO
-           rlarp.osm_log(doc)
-    SELECT 
-        $${
-            "message":"plug retail sales",
-            "tag":"retail plug",
-            "type":"build" 
-        }$$::jsonb doc 
-    RETURNING *
-)
--------------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
-    ,units*adj.adj_p units
-    ,0::numeric value_loc
-    ,0::numeric value_usd
-    ,cost_loc*adj.adj_p cost_loc
-    ,cost_usd*adj.adj_p 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
-    ---this iteration has to be listed in the master template file in order to be effectively included---
-    ,'b22' AS version
-    ,'upload volume' iter
-    ,log.id
-    ,COALESCE(log.doc->>'tag','') "tag"
-    ,log.doc->>'message' "comment"
-    ,log.doc->>'type' module
-FROM
-    collapse o
-    --need to join to itemm to get the product from osm_pool
-    ,log
-    ,adj
-)
---SELECT *, SUM(VALUE_USD) OVER() FROM (SELECT order_season, order_month, sum(value_usd) value_usd from ins group by order_season, order_month) as x;
-INSERT INTO rlarp.osm_pool SELECT * FROM ins;
---SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
------------aggregate the impact------------
-
---COMMIT;

offline/scale_price.sql

@@ -1,194 +0,0 @@
---BEGIN;
-
-WITH 
-req AS (
-    SELECT
-        36600000 value_d
-)
----------collapse iterations-----------------------
-,collapse 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          
-        ,o.r_currency      
-        ,o.r_rate           
-        ,o.c_currency       
-        ,o.c_rate           
-        ,SUM(o.units)                      units
-        ,SUM(o.value_loc)                  value_loc
-        ,SUM(o.value_usd)                  value_usd
-        -----exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,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
-    WHERE
-        o.segm = 'Retail'
-        AND o.ship_season = '2022'
-    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          
-        ,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
-)
-,adj AS (
-    SELECT
-          (SELECT value_d FROM req) - SUM(o.value_usd) adj_d 
-        ,((SELECT value_d FROM req) - SUM(o.value_usd))/SUM(o.value_usd) adj_p
-    FROM
-        collapse o
-)
---SELECT * from adj;
-----------------create a log entry--------------------
-,log AS (
-    INSERT INTO
-           rlarp.osm_log(doc)
-    SELECT 
-        $${
-            "message":"plug retail sales",
-            "tag":"retail plug",
-            "type":"build" 
-        }$$::jsonb doc 
-    RETURNING *
-)
--------------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
-    ,value_loc*adj.adj_p value_loc
-    ,value_usd*adj.adj_p 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
-    ---this iteration has to be listed in the master template file in order to be effectively included---
-    ,'b22' AS version
-    ,'upload volume' iter
-    ,log.id
-    ,COALESCE(log.doc->>'tag','') "tag"
-    ,log.doc->>'message' "comment"
-    ,log.doc->>'type' module
-FROM
-    collapse o
-    --need to join to itemm to get the product from osm_pool
-    ,log
-    ,adj
-)
---SELECT *, SUM(VALUE_USD) OVER() FROM (SELECT order_season, order_month, sum(value_usd) value_usd from ins group by order_season, order_month) as x;
-INSERT INTO rlarp.osm_pool SELECT * FROM ins;
---SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
------------aggregate the impact------------
-
---COMMIT;

offline/scale_price_percent.sql

@@ -1,191 +0,0 @@
---BEGIN;
-
-WITH 
-----------------create a log entry--------------------
-log AS (
-    INSERT INTO
-           rlarp.osm_log(doc)
-    SELECT 
-        $${
-            "message":"application of last price and target increases to all forecast orders",
-            "tag":"last price r1",
-            "type":"build" 
-        }$$::jsonb doc 
-    RETURNING *
-)
----------collapse iterations-----------------------
-,collapse 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          
-        ,o.r_currency      
-        ,o.r_rate           
-        ,o.c_currency       
-        ,o.c_rate           
-        ,SUM(o.units)                      units
-        ,SUM(o.value_loc)                  value_loc
-        ,SUM(o.value_usd)                  value_usd
-        -----exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,SUM(o.value_loc) FILTER (WHERE iter <> 'upload price')/SUM(o.units) FILTER (WHERE iter <> 'upload price')    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
-    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          
-        ,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
-    ,value_loc*.45 value_loc
-    ,value_usd*.45 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
-    ---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
-FROM
-    collapse o
-    --need to join to itemm to get the product from osm_pool
-    ,log
-WHERE
-    --    a.productt = o.productt
-    --AND a.quota_rep_descr = o.quota_rep_descr
-    --AND a.majg = SUBSTRING(o.majg_descr,1,3)
-    --AND a.billto_group = o.billto_group
-    --AND a.shipto_group = o.shipto_group
-    --AND a.chgrp = substring(o.chan,1,1)
-    ---only apply to 2022 orders----
-    ---join p
-    o.order_date >= '2021-06-01'
-    AND o.segm <> 'Retail'
-    AND o.dsm = 'PW'
-)
---SELECT *, SUM(VALUE_USD) OVER() FROM (SELECT order_season, order_month, sum(value_usd) value_usd from ins group by order_season, order_month) as x;
-INSERT INTO rlarp.osm_pool SELECT * FROM ins;
---SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
------------aggregate the impact------------
-
---COMMIT;

offline/scale_salesmargin.sql

@@ -1,208 +0,0 @@
---BEGIN;
-
-WITH 
---------for this script the req values are just the increment---------
-req AS (
-    SELECT
-        -1000000 value_d
-        ,-582302 cost_d
-)
----------collapse iterations--------------------------------------
-,collapse 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           
-        ,SUM(o.units)                      units
-        ,SUM(o.value_loc)                  value_loc
-        ,SUM(o.value_usd)                  value_usd
-        -----exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,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
-    WHERE
-        o.segm = 'Greenhouse'
-        AND o.ship_season = '2022'
-        AND o.ship_month =  '08 - Jan'
-        AND o.order_month = '08 - Jan'
-    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          
-        ,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
-)
-------------------cost/units adjustment percent------------------
-,adj_c AS (
-    SELECT
-        (SELECT cost_d FROM req) adj_d 
-        ,(SELECT cost_d FROM req)/SUM(o.cost_usd) adj_p
-    FROM
-        collapse o
-)
------------------sales value adjustment percent-----------------
-,adj_v AS (
-    SELECT
-          (SELECT value_d FROM req) adj_d 
-        ,(SELECT value_d FROM req)/SUM(o.value_usd) adj_p
-    FROM
-        collapse o
-)
---SELECT * from adj;
-----------------create a log entry--------------------
-,log AS (
-    INSERT INTO
-           rlarp.osm_log(doc)
-    SELECT 
-        $${
-            "message":"sales smooth",
-            "tag":"sales smooth",
-            "type":"build" 
-        }$$::jsonb doc 
-    RETURNING *
-)
--------------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
-    ,units      *adj_c.adj_p units
-    ,value_loc  *adj_v.adj_p value_loc
-    ,value_usd  *adj_v.adj_p value_usd
-    ,cost_loc   *adj_c.adj_p cost_loc
-    ,cost_usd   *adj_c.adj_p 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
-    ---this iteration has to be listed in the master template file in order to be effectively included---
-    ,'b22' AS version
-    ,'upload volume' iter
-    ,log.id
-    ,COALESCE(log.doc->>'tag','') "tag"
-    ,log.doc->>'message' "comment"
-    ,log.doc->>'type' module
-FROM
-    collapse o
-    --need to join to itemm to get the product from osm_pool
-    ,log
-    ,adj_c
-    ,adj_v
-)
---SELECT *, SUM(VALUE_USD) OVER() FROM (SELECT order_season, order_month, sum(value_usd) value_usd from ins group by order_season, order_month) as x;
-INSERT INTO rlarp.osm_pool SELECT * FROM ins;
---SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
------------aggregate the impact------------
-
---COMMIT;

offline/scale_volume.sql

@@ -1,195 +0,0 @@
---BEGIN;
-
-WITH 
-req AS (
-    SELECT
-        5047782 value_d
-)
----------collapse iterations-----------------------
-,collapse 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          
-        ,o.r_currency      
-        ,o.r_rate           
-        ,o.c_currency       
-        ,o.c_rate           
-        ,SUM(o.units)                      units
-        ,SUM(o.value_loc)                  value_loc
-        ,SUM(o.value_usd)                  value_usd
-        -----exclude any prior pricing adjustments from the "current" price in the forecast------
-        ,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
-    WHERE
-        o.segm = 'Sustainable'
-        AND substring(o.mins_descr,1,3) = 'A04'
-        AND o.ship_season = '2022'
-    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          
-        ,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
-)
-,adj AS (
-    SELECT
-          (SELECT value_d FROM req) - SUM(o.value_usd) adj_d 
-        ,((SELECT value_d FROM req) - SUM(o.value_usd))/SUM(o.value_usd) adj_p
-    FROM
-        collapse o
-)
---SELECT * from adj;
-----------------create a log entry--------------------
-,log AS (
-    INSERT INTO
-           rlarp.osm_log(doc)
-    SELECT 
-        $${
-            "message":"top level adjust",
-            "tag":"top level adjust",
-            "type":"build" 
-        }$$::jsonb doc 
-    RETURNING *
-)
--------------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
-    ,units*adj.adj_p units
-    ,value_loc*adj.adj_p value_loc
-    ,value_usd*adj.adj_p value_usd
-    ,cost_loc*adj.adj_p cost_loc
-    ,cost_usd*adj.adj_p 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
-    ---this iteration has to be listed in the master template file in order to be effectively included---
-    ,'b22' AS version
-    ,'upload volume' iter
-    ,log.id
-    ,COALESCE(log.doc->>'tag','') "tag"
-    ,log.doc->>'message' "comment"
-    ,log.doc->>'type' module
-FROM
-    collapse o
-    --need to join to itemm to get the product from osm_pool
-    ,log
-    ,adj
-)
---SELECT *, SUM(VALUE_USD) OVER() FROM (SELECT order_season, order_month, sum(value_usd) value_usd from ins group by order_season, order_month) as x;
-INSERT INTO rlarp.osm_pool SELECT * FROM ins;
---SELECT * FROM ins WHERE shipto_group = 'BATTLEFIELD FARMS' and part = 'XNT0TQT3X56B220PYDKP';
------------aggregate the impact------------
-
---COMMIT;

offline/set_cost_cur.sql

@@ -0,0 +1,38 @@
+BEGIN; 
+
+WITH
+plist AS (
+    SELECT DISTINCT
+        part
+        ,plnt
+    FROM
+        rlarp.osm_fcpool
+)
+,clist AS (
+    SELECT
+        p.part
+        ,p.plnt
+        ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs) stdcost
+    FROM
+        plist p
+        LEFT OUTER JOIN lgdat.icstm im ON
+            im.cgpart = p.part
+            AND im.cgplnt = p.plnt
+        LEFT OUTER JOIN lgdat.icstp ip ON
+            ip.chpart = p.part
+            AND ip.chplnt = p.plnt
+        LEFT OUTER JOIN lgdat.icstr ir ON
+            ir.y0part = p.part
+            AND ir.y0plnt = p.plnt
+)
+UPDATE
+    rlarp.osm_fcpool o
+SET
+    fb_cst_loc_cur = c.stdcost * o.fb_qty
+FROM
+    clist c
+WHERE
+    c.part = o.part
+    AND  c.plnt = o.plnt;
+
+commit;

offline/set_cost_fut.sql

@@ -0,0 +1,38 @@
+BEGIN; 
+
+WITH
+plist AS (
+    SELECT DISTINCT
+        part
+        ,plnt
+    FROM
+        rlarp.osm_fcpool
+)
+,clist AS (
+    SELECT
+        p.part
+        ,p.plnt
+        ,COALESCE(im.cnstcs,ip.costcs, ir.y3stcs) stdcost
+    FROM
+        plist p
+        LEFT OUTER JOIN lgdat.ftcstm im ON
+            im.cnpart = p.part
+            AND im.cnplnt = p.plnt
+        LEFT OUTER JOIN lgdat.ftcstp ip ON
+            ip.copart = p.part
+            AND ip.coplnt = p.plnt
+        LEFT OUTER JOIN lgdat.ftcstr ir ON
+            ir.y3part = p.part
+            AND ir.y3plnt = p.plnt
+)
+UPDATE
+    rlarp.osm_fcpool o
+SET
+    fb_cst_loc_fut = c.stdcost * o.fb_qty
+FROM
+    clist c
+WHERE
+    c.part = o.part
+    AND  c.plnt = o.plnt;
+
+commit;

offline/set_fspr_gld.sql

@@ -0,0 +1,29 @@
+UPDATE
+    rlarp.osmfs f
+SET
+    fspr = gld.fspr
+FROM
+    (
+        SELECT 
+            N1COMP COMP
+            ,N1CCYY FSYRq
+            ,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'
+    ) gld
+WHERE
+    f.adj_shipdate BETWEEN gld.sdat AND gld.edat

offline/set_part_master.sql

@@ -0,0 +1,336 @@
+BEGIN;
+
+WITH 
+repl AS (
+    SELECT * FROM
+    (
+        VALUES
+        ('MOW24000A47E880','MOW24000A47E880')
+    ) as x(orig,fix)
+)
+,SEG AS (
+    SELECT
+        x.GLEC
+        ,x.SEGM
+    FROM
+        (
+            VALUES
+            ('1CU','Retail'),
+            ('1GR','Greenhouse'),
+            ('1NU','Nursery'),
+            ('1RE','Retail'),
+            ('2WI','Greenhouse'),
+            ('3BM','Other'),
+            ('3CO','Other'),
+            ('3PE','Other'),
+            ('3PP','Other'),
+            ('4CO','Other'),
+            ('4RA','Other'),
+            ('9MI','Other'),
+            ('9SA','Other'),
+            ('9TO','Other')
+        ) X(GLEC, SEGM)
+)
+,MG AS (
+    SELECT  
+        X.F1, X.MING, X.GRP
+    FROM 
+        (
+            VALUES
+            ('L','000','Branded'),
+            ('L','B10','Branded'),
+            ('L','B11','Branded'),
+            ('L','B52','Branded'),
+            ('L','C10','Branded'),
+            ('L','D12','Branded'),
+            ('L','M11','Branded'),
+            ('L','P12','Branded'),
+            ('L','P13','Branded'),
+            ('L','S10','Branded'),
+            ('L','Y10','Branded'),
+            ('L','Y11','Branded'),
+            ('L','Y12','Branded'),
+            ('P','B10','Branded'),
+            ('P','B11','Branded'),
+            ('P','B52','Branded')
+        ) AS X (F1, MING, GRP)
+)
+,REPC AS (
+    SELECT
+        LTRIM(RTRIM(C.A9)) RCODE
+        ,LTRIM(RTRIM(C.A9)) || ' - ' || C.A30 REPP
+        ,COALESCE(Q.DIR,'Other') DIRECTOR
+    FROM
+        LGDAT.CODE C
+        LEFT OUTER JOIN RLARP.QRH Q ON
+            Q.QR = LTRIM(RTRIM(C.A9))
+    WHERE
+        C.A2 = 'MM'
+)
+--MOLD DESCRIPTIONS
+,MD AS (
+    SELECT
+        U.MOLD
+        ,MAX(U.DESCR) DESCR
+    FROM
+        (
+            SELECT
+                SUBSTR(M.AVPART,1,8) MOLD
+                ,MAX(M.AVDES1) DESCR
+            FROM
+                LGDAT.STKMM M
+            WHERE   
+                LENGTH(M.AVPART) > 8
+                AND SUBSTR(M.AVGLED,1,1) <= '2'
+            GROUP BY
+                SUBSTR(M.AVPART,1,8)
+            UNION ALL
+            SELECT
+                SUBSTR(P.AWPART,1,8) MOLD
+                ,MAX(P.AWDES1) DESCR
+            FROM
+                LGDAT.STKMP P
+            WHERE   
+                LENGTH(P.AWPART) > 8
+                AND SUBSTR(P.AWGLED,1,1) <= '2'
+            GROUP BY
+                SUBSTR(P.AWPART,1,8)
+        ) U
+    GROUP BY
+        U.MOLD
+)
+----------------------------------------------------sales major codes----------------------------------------------------------------------------------------------------------------------------------
+,SJ AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') = ''
+)
+----------------------------------------------------sales minor codes----------------------------------------------------------------------------------------------------------------------------------
+,SI AS (
+    SELECT * FROM LGDAT.MMSL WHERE COALESCE(BSMNCD,'') <> ''
+)
+,copr AS (
+    SELECT  
+        LTRIM(RTRIM(A9)) AS COMP,  
+        A30 AS DESCR,  
+        SUBSTR(C.A249,242,2) CURR,  
+        SUBSTR(C.A249,32,4) AS GL,  
+        SUBSTR(C.A249,190,4) AS AR,  
+        SUBSTR(C.A249,182,4) AS AP,  
+        SUBSTR(C.A249,198,4) AS FA,  
+        SUBSTR(C.A249,238,4) AS IC ,  
+        SUBSTR(D.A249,9,5) CONS_FUNC  
+    FROM  
+        LGDAT.CODE  
+        LEFT OUTER JOIN LGDAT.NAME C ON  
+            'C0000'||LTRIM(RTRIM(A9)) = C.A7  
+        LEFT OUTER JOIN LGDAT.NAME D ON  
+            'D0000'||LTRIM(RTRIM(A9)) = D.A7  
+    WHERE  
+        A2 = 'AA' OR A2 IS NULL
+)
+,x AS (
+SELECT
+    o.part origpart
+    ,repl.fix as part
+    ,COALESCE(m.avdplt,p.awdplt) plnt
+    ,COALESCE(m.avglcd, p.awgldc)  ord_gldc
+    ,COALESCE(m.avmajg,p.awmajg) majg
+    ,COALESCE(m.avming,p.awming) ming
+    ,COALESCE(m.avmajs,p.awmajs) majs
+    ,COALESCE(m.avmins,p.awmins) mins
+    ,COALESCE(m.avglcd,p.awgldc) gldc
+    ,COALESCE(m.avgled,p.awgled) glec
+    ,COALESCE(m.avharm,p.awharm) harm
+    ,COALESCE(m.avclss,p.awclss) clss
+    ,SUBSTR(COALESCE(m."avcpt#",p."awvpt#"),1,1) brand
+    ,COALESCE(m.avassc,p.awassc) assc
+    ,COALESCE(cm.cgstcs, cp.chstcs, cr.y0stcs) stdcost
+    ,copr.curr c_currency
+    ,cx.rate c_rate
+    ,SUBSTR(repl.fix,1,3)||coalesce(' - '||F.DESCR,'') part_family
+    ,SUBSTRING(repl.fix,1,8)||coalesce(' - '||MD.DESCR,'') part_group
+    ,COALESCE(MG.GRP,'Unbranded') branding
+    ,CASE WHEN substring(COALESCE(m.avgled, p.awgled),1,1) <= '2' THEN SUBSTRING(repl.fix,9,3) ELSE '' END color
+    ,COALESCE(SEG.SEGM,'Other') segm
+    ,COALESCE(m.avmajg,p.awmajg)||COALESCE(' - '||BQDES,'') majg_descr
+    ,COALESCE(m.avming,p.awming)||COALESCE(' - '||BRDES,'') ming_descr
+    ,COALESCE(m.avmajs,p.awmajs)||COALESCE(' - '||SJ.BSDES1,'') majs_descr
+    ,COALESCE(m.avmins,p.awmins)||COALESCE(' - '||SI.BSDES1,'') mins_descr
+    --quota rep--------------------------------------------
+    ,RTRIM(
+        COALESCE(
+            --retail items go to currep, or if null go to 90005
+            CASE WHEN COALESCE(m.avgled,p.awgled) IN ('1RE','1CU') THEN
+                CASE WHEN bc.bvctry = 'CAN' THEN
+                    --Rachel Bowman
+                    '50300'
+                ELSE
+                    --retail chain got to Mark Wilkinson
+                    CASE COALESCE(cg.cgrp,bc.bvname)
+                        WHEN 'THE HOME DEPOT' THEN '90005'
+                        WHEN 'DO IT BEST' THEN '90005'
+                        WHEN 'ACE HARDWARE' THEN '90005'
+                        WHEN 'ALDI' THEN '90005'
+                        WHEN 'AMAZON.COM' THEN '90005'
+                        WHEN 'GARDEN RIDGE CORP' THEN '90005'
+                        --all other retail goes to Doran Marable
+                        ELSE '50200'
+                    END
+            END
+            ELSE
+                CASE WHEN COALESCE(m.avming,p.awming) = 'B52' THEN 
+                    'PW'
+                --gdir, ndir go to bill-to rep
+                ELSE 
+                    CASE WHEN bc.bvclas IN ('GDIR','NDIR') THEN 
+                        bc.bvsalm
+                    ELSE
+                        sc.bvsalm
+                    END
+                END
+            END
+            ,''
+        )
+    ) quota_rep
+    ,repc.repp quota_rep_descr
+    ,repc.director director_descr
+FROM
+    repl
+    INNER JOIN rlarp.osm_fcpool o ON
+        o.part = repl.orig
+    LEFT OUTER JOIN lgdat.stkmm m ON
+        m.avpart = repl.fix
+    LEFT OUTER JOIN lgdat.stkmp p ON
+        p.awpart = repl.fix
+    LEFT OUTER JOIN lgdat.stka a ON
+        a.v6part = repl.fix
+        AND a.v6plnt = COALESCE(m.avdplt,p.awdplt)
+    LEFT OUTER JOIN lgdat.icstm cm ON
+        cm.cgpart = repl.fix
+        AND cm.cgplnt = COALESCE(m.avdplt,p.awdplt)
+    LEFT OUTER JOIN lgdat.icstp cp ON
+        cp.chpart = repl.fix
+        AND cp.chplnt = COALESCE(m.avdplt,p.awdplt)
+    LEFT OUTER JOIN lgdat.icstr cr ON
+        cr.y0part = repl.fix
+        AND cr.y0plnt = COALESCE(m.avdplt,p.awdplt)
+    LEFT OUTER JOIN SEG ON
+        SEG.GLEC = COALESCE(m.avgled,p.awgled)
+        --AND SEG.SEGM <> 'Other'
+    LEFT OUTER JOIN MG ON   
+        MG.F1 = SUBSTR(repl.fix,16,1)
+        AND MG.MING = COALESCE(m.avming,p.awming)
+    LEFT OUTER JOIN rlarp.family F ON
+        F.F3 = SUBSTR(repl.fix,1,3)
+    LEFT OUTER JOIN MD ON
+        MD.MOLD = SUBSTR(repl.fix,1,8)
+    LEFT OUTER JOIN SI ON
+        SI.BSMJCD = COALESCE(m.avmajs,p.awmajs)
+        AND SI.BSMNCD = COALESCE(m.avmins,p.awmins)
+    LEFT OUTER JOIN SJ ON
+        SJ.BSMJCD = COALESCE(m.avmajs,p.awmajs)
+    LEFT OUTER JOIN LGDAT.MAJG ON
+        BQGRP = COALESCE(m.avmajg,p.awmajg)
+    LEFT OUTER JOIN LGDAT.MMGP ON
+        BRMGRP = COALESCE(m.avming,p.awming)
+        AND BRGRP = COALESCE(m.avmajg,p.awmajg)
+    LEFT OUTER JOIN lgdat.plnt ON
+        yaplnt = a.v6plnt
+    LEFT OUTER JOIN copr ON
+        copr.comp = yacomp::text
+    LEFT OUTER JOIN rlarp.ffcret cx ON
+        cx.perd = '1910'
+        AND cx.rtyp = 'MA'
+        AND cx.fcur = copr.curr
+        AND cx.tcur = 'US'
+    ------for quota rep------------
+    LEFT OUTER JOIN LGDAT.CUST BC ON
+        BC.BVCUST = o.BILL_CUST
+    LEFT OUTER JOIN LGDAT.CUST SC ON
+        SC.BVCUST = o.SHIP_CUST
+    LEFT OUTER JOIN RLARP.FFCUST CG ON
+        CG.CUSTN = BC.BVCUST
+    LEFT OUTER JOIN RLARP.FFCUST SG ON
+        SG.CUSTN = SC.BVCUST
+    LEFT OUTER JOIN REPC ON
+        REPC.RCODE = RTRIM(
+        COALESCE(
+            --retail items go to currep, or if null go to 90005
+            CASE WHEN COALESCE(m.avgled,p.awgled) IN ('1RE','1CU') THEN
+                CASE WHEN bc.bvctry = 'CAN' THEN
+                    --Rachel Bowman
+                    '50300'
+                ELSE
+                    --retail chain got to Mark Wilkinson
+                    CASE COALESCE(cg.cgrp,bc.bvname)
+                        WHEN 'THE HOME DEPOT' THEN '90005'
+                        WHEN 'DO IT BEST' THEN '90005'
+                        WHEN 'ACE HARDWARE' THEN '90005'
+                        WHEN 'ALDI' THEN '90005'
+                        WHEN 'AMAZON.COM' THEN '90005'
+                        WHEN 'GARDEN RIDGE CORP' THEN '90005'
+                        --all other retail goes to Doran Marable
+                        ELSE '50200'
+                    END
+            END
+            ELSE
+                CASE WHEN COALESCE(m.avming,p.awming) = 'B52' THEN 
+                    'PW'
+                --gdir, ndir go to bill-to rep
+                ELSE 
+                    CASE WHEN bc.bvclas IN ('GDIR','NDIR') THEN 
+                        bc.bvsalm
+                    ELSE
+                        sc.bvsalm
+                    END
+                END
+            END
+            ,''
+        )
+    )
+)
+,u AS ( 
+UPDATE
+    rlarp.osm_fcpool o
+SET
+    part = x.part
+    ,plnt = x.plnt
+    ,ord_gldc = x.ord_gldc
+    ,majg = x.majg
+    ,ming = x.ming
+    ,majs = x.majs
+    ,mins = x.mins
+    ,gldc = x.gldc
+    ,glec = x.glec
+    ,harm = x.harm
+    ,clss = x.clss
+    ,assc = x.assc
+    ,brand = x.brand
+    ,fb_cst_loc = o.fb_qty * x.stdcost
+    --,fb_cst_loc_cur = o.fb_qty * x.stdcost
+    --,fb_cst_loc_fut = o.fb_qty * x.stdcost
+    ,cost_loc = o.fb_qty * x.stdcost
+    ,cost_usd = o.fb_qty * x.stdcost * x.c_rate
+    ,c_currency = x.c_currency
+    ,c_rate = x.c_rate
+    ,part_family = x.part_family
+    ,part_group = x.part_group
+    ,branding = x.branding
+    ,color = x.color
+    ,segm = x.segm
+    ,majg_descr = x.majg_descr
+    ,ming_descr = x.ming_descr
+    ,majs_descr = x.majs_descr
+    ,mins_descr = x.mins_descr
+    ,quota_rep = x.quota_rep
+    ,quota_rep_descr = x.quota_rep_descr
+    ,director_descr = x.director_descr
+FROM
+    x
+WHERE
+    x.origpart = o.part
+RETURNING o.*
+)
+SELECT * FROM u;
+
+--ROLLBACK;
+--COMMIT;

offline/set_quota_rep.sql

@@ -0,0 +1,112 @@
+With
+REPC AS (
+    SELECT
+        LTRIM(RTRIM(C.A9)) RCODE
+        ,LTRIM(RTRIM(C.A9)) || ' - ' || C.A30 REPP
+        ,COALESCE(Q.DIR,'Other') DIRECTOR
+    FROM
+        LGDAT.CODE C
+        LEFT OUTER JOIN RLARP.QRH Q ON
+            Q.QR = LTRIM(RTRIM(C.A9))
+    WHERE
+        C.A2 = 'MM'
+)
+,r AS (
+SELECT
+    b.quota_rep base_rep
+    --quota rep--------------------------------------------
+    ,RTRIM(
+        COALESCE(
+            --retail items go to currep, or if null go to 90005
+            CASE WHEN COALESCE(b.glec) IN ('1RE','1CU') THEN
+                CASE WHEN bc.bvctry = 'CAN' THEN
+                    --Rachel Bowman
+                    '50300'
+                ELSE
+                    --retail chain got to Mark Wilkinson
+                    CASE COALESCE(cg.cgrp,bc.bvname)
+                        WHEN 'THE HOME DEPOT' THEN '90005'
+                        WHEN 'DO IT BEST' THEN '90005'
+                        WHEN 'ACE HARDWARE' THEN '90005'
+                        WHEN 'ALDI' THEN '90005'
+                        WHEN 'AMAZON.COM' THEN '90005'
+                        WHEN 'GARDEN RIDGE CORP' THEN '90005'
+                        --all other retail goes to Doran Marable
+                        ELSE '50200'
+                    END
+            END
+            ELSE
+                CASE WHEN COALESCE(b.ming) = 'B52' THEN 
+                    'PW'
+                --gdir, ndir go to bill-to rep
+                ELSE 
+                    CASE WHEN bc.bvclas IN ('GDIR','NDIR') THEN 
+                        bc.bvsalm
+                    ELSE
+                        sc.bvsalm
+                    END
+                END
+            END
+            ,''
+        )
+    ) revised_rep
+    ,sum(fb_val_loc * r_rate) sales
+FROM
+    rlarp.osm_fcpool b
+    LEFT OUTER JOIN LGDAT.CUST BC ON
+        BC.BVCUST = b.BILL_CUST
+    LEFT OUTER JOIN LGDAT.CUST SC ON
+        SC.BVCUST = b.SHIP_CUST
+    LEFT OUTER JOIN RLARP.FFCUST CG ON
+        CG.CUSTN = BC.BVCUST
+    LEFT OUTER JOIN RLARP.FFCUST SG ON
+        SG.CUSTN = SC.BVCUST
+GROUP BY
+    b.quota_rep
+     --quota rep--------------------------------------------
+    ,RTRIM(
+        COALESCE(
+            --retail items go to currep, or if null go to 90005
+            CASE WHEN COALESCE(b.glec) IN ('1RE','1CU') THEN
+                CASE WHEN bc.bvctry = 'CAN' THEN
+                    --Rachel Bowman
+                    '50300'
+                ELSE
+                    --retail chain got to Mark Wilkinson
+                    CASE COALESCE(cg.cgrp,bc.bvname)
+                        WHEN 'THE HOME DEPOT' THEN '90005'
+                        WHEN 'DO IT BEST' THEN '90005'
+                        WHEN 'ACE HARDWARE' THEN '90005'
+                        WHEN 'ALDI' THEN '90005'
+                        WHEN 'AMAZON.COM' THEN '90005'
+                        WHEN 'GARDEN RIDGE CORP' THEN '90005'
+                        --all other retail goes to Doran Marable
+                        ELSE '50200'
+                    END
+            END
+            ELSE
+                CASE WHEN COALESCE(b.ming) = 'B52' THEN 
+                    'PW'
+                --gdir, ndir go to bill-to rep
+                ELSE 
+                    CASE WHEN bc.bvclas IN ('GDIR','NDIR') THEN 
+                        bc.bvsalm
+                    ELSE
+                        sc.bvsalm
+                    END
+                END
+            END
+            ,''
+        )
+    )
+)
+SELECT
+    b.repp
+    ,v.repp
+    ,r.sales
+FROM
+    r
+    LEFT OUTER JOIN REPC b on 
+        b.rcode = r.base_rep
+    LEFT OUTER JOIN REPC v on 
+        v.rcode = r.revised_rep

offline/test_cost.sql

@@ -0,0 +1,39 @@
+WITH nc AS (
+select 
+    part
+    ,plnt
+    , to_char(sum(fb_val_loc * r_rate),'9,999,999') sales
+    , to_char(sum(fb_qty),'9,999,999') units 
+from
+    rlarp.osm_fcpool 
+where 
+    (
+        (
+            fb_qty <> 0 
+            and coalesce(fb_cst_loc,0) = 0 
+        )
+        or plnt is null
+    )
+    and version = 'b20' 
+group by 
+    part
+    ,plnt
+)
+SELECT
+    nc.*
+    ,v6stat
+    ,coalesce(cgstcs, chstcs,y0stcs) stcs
+FROM
+    nc
+    left outer join lgdat.stka ON
+        v6part = part
+        and v6plnt = plnt
+    left outer join lgdat.icstm ON
+        cgpart = part
+        and cgplnt = plnt
+    left outer join lgdat.icstp ON
+        chpart = part
+        and chplnt = plnt
+    left outer join lgdat.icstr ON
+        y0part = part
+        and y0plnt = plnt