update customer swap route to evaluate a new quota rep and channel based

on the revised customers

.env.sample

@@ -0,0 +1,8 @@
+user=api
+password=pw
+host=usmidlnx01
+port=5030
+database=ubm
+ssl=enable
+wd=/mnt/c/Users/PTrowbridge/forecast_api/
+nodeport=8080

.gitignore

@@ -8,3 +8,5 @@ stat.html
 changes.html
 *.pem
 *.log
+/.dbeaver
+.project

README.md

@@ -0,0 +1,54 @@
+Special concepts
+* relationships betwen dates (order, request, ship) and apply that mix to a new month
+* apply a base mix of promo codes and terms codes to a new month of forecast where there is no existing baseline to pull from
+* effects of building baselines off of original, or all changes so far
+* pricing and units
+
+Slowness Options
+* move json to a separate table and the change can be marked with a sequence
+* have the data actually be a query from the database
+* reduce number of columns in fc_pool
+
+Discussion
+* special look at Mar-Apr sales since it is being copied from plan or older data
+  - [ ] at the end of March, we will swap out the budget from March with actuals and re-forecast
+  - [ ] need to think through how to overlay actuals into the budget
+* last price paid snap - preload
+  - [ ] dont do this
+* FX - currently nothing loaded
+  - [ ] we'll pick one (see Bruno)
+* cost - snap to current cost
+  - [ ] snap to current 
+* need to be able to reload the forecast as we lock in new months of sales data - replay changes over top?
+  * item 1
+* refresh new part list
+* add comments on monthly
+* add a tag that is separate from the comment?
+* need to test extrapolating osm_pool into osmp_dev
+
+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_forecast.sql

@@ -0,0 +1,586 @@
+--\timing
+truncate table rlarp.osmf_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
+        ,o.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
+        ,o.ship_cust
+        ,null::text ship_rep
+        ,null::text ship_terr
+        ,o.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 '2020-06-01' AND '2021-04-11'
+            --...or any open orders currently booked before cutoff....
+            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2021-04-11')
+            --...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
+        o.fspr
+        ,o.plnt
+        ,COALESCE(o.promo,'')
+        ,o.terms
+        ,o.bill_cust
+        ,o.ship_cust
+        ,o.dsm
+        ,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
+    UNION ALL
+    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 + interval '1 year' dcodat
+        ,o.rdate + interval '1 year' ddqdat
+        ,null::date dcmdat
+        ,null::date fesdat
+        ,greatest(least(o.sdate,gld.edat),gld.sdat)  + interval '1 year' 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
+        ,o.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 + interval '1 year' odate
+        ,o.oseas + 1 rseas 
+        ,o.rdate + interval '1 year' rdate
+        ,o.rseas + 1 rseas
+        -----when null, greatest/least is just going to act like coalesce
+        ,greatest(least(o.sdate,gld.edat),gld.sdat)  + interval '1 year' sdate
+        ,ss.ssyr  sseas
+        ,'actuals' "version"
+        ,'actuals_plug' iter
+    FROM
+        rlarp.osm_dev o
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+        LEFT OUTER JOIN gld ss ON
+            greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat
+    WHERE
+        o.odate BETWEEN '2020-04-12' AND '2020-05-31'
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        ------exclude actuals for now and use forecast to get the plug for the rest of the year
+        AND version = 'ACTUALS'
+    GROUP BY
+        o.fspr
+        ,plnt
+        ,COALESCE(o.promo,'')
+        ,o.terms
+        ,o.bill_cust
+        ,o.ship_cust
+        ,o.dsm
+        ,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
+    UNION ALL
+    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 + interval '1 year' dcodat
+        ,o.rdate + interval '1 year' ddqdat
+        ,null::date dcmdat
+        ,null::date fesdat
+        ,greatest(least(o.sdate,gld.edat),gld.sdat)  + interval '1 year' 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
+        ,null::numeric r_rate
+        ,o.c_currency
+        ,null::numeric 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 odate
+        ,o.oseas rseas 
+        ,o.rdate rdate
+        ,o.rseas rseas
+        -----when null, greatest/least is just going to act like coalesce
+        ,greatest(least(o.sdate,gld.edat),gld.sdat) sdate
+        ,ss.ssyr  sseas
+        ,'actuals' "version"
+        ,'forecast_plug' iter
+    FROM
+        rlarp.osmp_dev o
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+        LEFT OUTER JOIN gld ss ON
+            greatest(least(o.sdate,gld.edat),gld.sdat)  BETWEEN ss.sdat AND ss.edat
+    WHERE
+        false
+        --o.odate BETWEEN '2020-03-01' AND '2020-05-31'
+        --AND fs_line = '41010'
+        --AND calc_status <> 'CANCELED'
+        ------dont pull forecast for a baseline this time around--
+    GROUP BY
+        o.fspr
+        ,plnt
+        ,COALESCE(o.promo,'')
+        ,o.terms
+        ,o.bill_cust
+        ,ship_cust
+        ,o.part
+        ,o.fs_line
+        ,o.r_currency
+        ,o.c_currency
+        ,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
+    ,'b22' "version"
+    ,'copy' iter
+FROM 
+    baseline o
+    LEFT OUTER JOIN gld ON
+        o.sdate + interval '1 year' BETWEEN gld.sdat and gld.edat
+WHERE
+    o.odate + interval '1 year' >= '2021-06-01'
+)
+INSERT INTO rlarp.osmf_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_pool.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/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_pool_all.sql

@@ -0,0 +1,435 @@
+CREATE OR REPLACE PROCEDURE rlarp.convert_pool_all() 
+LANGUAGE plpgsql AS
+$func$
+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;
+
+-------need to set item master values before other things-----------
+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;
+
+
+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,
+        COALESCE(MING,'') 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
+        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;
+
+
+-------------------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;
+
+--avoid setting fx as that should have been done up front to osmf
+--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';
+
+--DELETE FROM rlarp.osmf_dev WHERE iter IN ('adj price','adj volume');
+
+--INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev;
+
+COMMIT;
+END
+$func$;
+
+GRANT ALL ON PROCEDURE rlarp.convert_pool_all() TO PUBLIC;

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 < '2020-06-01';
+INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev WHERE odate < '2020-06-01';

build/merge_actuals_pool.sql

@@ -0,0 +1,164 @@
+BEGIN;
+
+DELETE FROM rlarp.osm_pool WHERE order_date < '2020-06-01';
+
+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 < '2020-06-01';
+
+
+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('2019-06-01','2020-06-01')
+            --...or any open orders currently booked before cutoff....
+            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2020-06-01')
+            --...or anything that shipped in that period
+            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'
+    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/account_seg_basis_exec.sql

@@ -0,0 +1,260 @@
+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
+,logl AS (
+    INSERT INTO 
+        rlarp.osm_log(doc) 
+    SELECT
+        jsonb_build_object(
+            'stamp',current_timestamp
+            ,'user','Trowbridge, Paul'
+            ,'source','script'
+            ,'tag','smooth sales'
+            ,'message','need to carry more orders to reflect what happened in 2020'
+            ,'type','smooth sales'
+            ,'version','b21'
+        ) doc RETURNING *
+)
+,remove 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     
+        ,p.part
+        ,p.part_descr
+        ,p.part_group
+        ,p.branding
+        ,p.majg_descr
+        ,p.ming_descr
+        ,p.majs_descr
+        ,p.mins_descr
+        ,p.segm
+        ,p.substance
+        ,p.fs_line
+        ,p.r_currency
+        ,p.r_rate
+        ,p.c_currency
+        ,p.c_rate
+        ,-p.units     units
+        ,-p.value_loc value_loc
+        ,-p.value_usd value_usd
+        ,-p.cost_loc  cost_loc
+        ,-p.cost_usd  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
+        ,p.ship_month
+        ,p.ship_season
+        ,'b21' AS version
+        ,'adj timing' iter
+        ,logl.id logid
+        ,logl.doc->>'tag' tag
+        ,logl.doc->>'message' "comment"
+        ,logl.doc->>'type' module
+    FROM
+        rlarp.osm_pool p
+        INNER JOIN rejoin r ON
+            r.account = p.billto_group
+            AND r.director = p.director
+            AND r.glec = p.segm
+            AND r.order_date = p.order_date
+            AND r.ship_date = p.ship_date
+            AND r.part = p.part
+        CROSS JOIN logl
+    WHERE
+        r.include
+)
+,repl AS (
+    SELECT
+        gld.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     
+        ,p.part
+        ,p.part_descr
+        ,p.part_group
+        ,p.branding
+        ,p.majg_descr
+        ,p.ming_descr
+        ,p.majs_descr
+        ,p.mins_descr
+        ,p.segm
+        ,p.substance
+        ,p.fs_line
+        ,p.r_currency
+        ,p.r_rate
+        ,p.c_currency
+        ,p.c_rate
+        ,p.units     units
+        ,p.value_loc value_loc
+        ,p.value_usd value_usd
+        ,p.cost_loc  cost_loc
+        ,p.cost_usd  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'
+        ,gld.sspr || ' - ' || to_char(p.ship_date,'Mon') ship_month
+        ,gld.ssyr ship_season
+        ,'b21' AS version
+        ,'adj timing' iter
+        ,logl.id logid
+        ,logl.doc->>'tag' tag
+        ,logl.doc->>'message' "comment"
+        ,logl.doc->>'type' module
+    FROM
+        rlarp.osm_pool p
+        INNER JOIN rejoin r ON
+            r.account = p.billto_group
+            AND r.director = p.director
+            AND r.glec = p.segm
+            AND r.order_date = p.order_date
+            AND r.ship_date = p.ship_date
+            AND r.part = p.part
+        CROSS JOIN logl
+        LEFT OUTER JOIN rlarp.gld gld ON
+            gld.drange @> (p.ship_date + INTERVAL '1 year')::date
+    WHERE
+        r.include
+)
+INSERT INTO rlarp.osm_pool SELECT * FROM remove UNION ALL SELECT * FROM repl;

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/remove_other.sql

@@ -0,0 +1,79 @@
+BEGIN;
+with 
+logl AS (
+    INSERT INTO 
+        rlarp.osm_log(doc) 
+    SELECT
+        jsonb_build_object(
+            'stamp',current_timestamp
+            ,'user','Trowbridge, Paul'
+            ,'source','script'
+            ,'tag','remove other'
+            ,'message','remove budget for quota reps rolling into director Other'
+            ,'type','remove other'
+            ,'version','b21'
+        ) doc RETURNING *
+)
+,targ 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     
+        ,p.part
+        ,p.part_descr
+        ,p.part_group
+        ,p.branding
+        ,p.majg_descr
+        ,p.ming_descr
+        ,p.majs_descr
+        ,p.mins_descr
+        ,p.segm
+        ,p.substance
+        ,p.fs_line
+        ,p.r_currency
+        ,p.r_rate
+        ,p.c_currency
+        ,p.c_rate
+        ,-p.units     units
+        ,-p.value_loc value_loc
+        ,-p.value_usd value_usd
+        ,-p.cost_loc  cost_loc
+        ,-p.cost_usd  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
+        ,p.ship_month
+        ,p.ship_season
+        ,'b21' AS version
+        ,'adj volume' iter
+        ,logl.id logid
+        ,logl.doc->>'tag' tag
+        ,logl.doc->>'message' "comment"
+        ,logl.doc->>'type' module
+    from 
+        rlarp.osm_pool p
+        CROSS JOIN logl
+    where 
+        director = 'Other' 
+        and (order_season >= 2021 or ship_season >= 2021)
+)
+INSERT INTO rlarp.osm_pool SELECT * FROM targ;
+
+COMMIT;

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/readme.md

@@ -0,0 +1,13 @@
+Build A New Forecast
+------------------------------------------------------------------------------------------------------------------
+
+* overwrite osmf: review dates and execute build_forecase.sql
+* the product and customer attributes are wiped, they will need to be snapped (itemm must come first)
+    1. snap_itemm.sql
+    2. snap_customer.sql
+    3. snap_cost_current.sql
+    4. snap_fx.sql (if necessary)
+    5. offline/last_price.sql (if necessary)
+* build the pool for the more limited UI data set: build_pool.sql
+* copy the pool to osmfs_dev from inclusion in the osm_stack and reporting: convert_pool_all.sql
+* refresh osm_stack_refresh() to integrate into reporting

build/rebuild_forecast.sh

@@ -0,0 +1,8 @@
+$PG -f build_forecast.sql
+$PG -f snap_itemm.sql
+$PG -f snap_cost_current.sql
+$PG -f snap_customer.sql
+$PG -f snap_fx.sql
+$PG -f build_pool.sql
+$PG -f convert_pool_all.sql
+$PG -c "CALL rlarp.osm_stack_refresh();"

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/round_pool.sql

@@ -0,0 +1,7 @@
+UPDATE rlarp.osm_pool
+SET 
+    value_loc = round(value_loc,2),
+    value_usd = round(value_usd,2),
+    cost_usd = round(cost_usd,2),
+    cost_loc = round(cost_loc,2),
+    units = round(units,2);

build/snap_cost_current.sql

@@ -0,0 +1,43 @@
+BEGIN; 
+
+WITH
+plist AS (
+    SELECT DISTINCT
+        part
+        ,plnt
+    FROM
+        rlarp.osmf_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.osmf_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/snap_cust_osmfs.sql

@@ -0,0 +1,44 @@
+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--------------
+        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
+    --    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/snap_cust_pool.sql

@@ -0,0 +1,70 @@
+BEGIN;
+
+--SELECT dsm, director, quota_rep_descr, billto_group, shipto_group, sum(value_usd ), count(*) from rlarp.osm_pool where order_season = 2021 group by dsm, director, quota_rep_descr, billto_group, shipto_group;
+
+UPDATE
+    rlarp.osm_pool o
+SET
+    chan =  CASE SUBSTRING(b.bvclas,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(s.bvclas,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(b.bvclas,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(s.bvclas,2,3)
+                            WHEN 'DIS' THEN 'WHS'
+                            ELSE CASE SUBSTRING(s.bvclas,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
+                        END
+                    WHEN 'MAS' THEN 'RMN'
+                    WHEN 'NAT' THEN 'RMN'
+                    ELSE CASE SUBSTRING(s.bvclas,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
+                END,
+    dsm = 
+        ------------quota rep column--------------
+         CASE WHEN COALESCE(substring(ming_descr,1,3),'') = '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(o.segm,'') = 'Retail' AND  COALESCE((SELECT currep FROM lgpgm.usrcust where cucust = b.bvcust),'') <> '' 
+                THEN 
+                    (SELECT currep FROM lgpgm.usrcust where cucust = b.bvcust)
+                --default logic
+                ELSE 
+                    CASE SUBSTR(b.bvclas,2,3)
+                        WHEN 'DIS' THEN s.bvsalm
+                        ELSE b.bvsalm
+                    END
+            END
+        END,
+    billto_group = CASE b.bvadr6 WHEN '' THEN b.bvname ELSE b.bvadr6 END,
+    shipto_group = CASE s.bvadr6 WHEN '' THEN s.bvname ELSE s.bvadr6 END
+FROM
+    lgdat.cust b,
+    lgdat.cust s
+WHERE
+    b.bvcust = rtrim(substring(o.bill_cust_descr,1,8))
+    AND s.bvcust = rtrim(substring(o.ship_cust_descr,1,8));
+--BEGIN;
+    
+UPDATE
+    rlarp.osm_pool o
+SET
+    quota_rep_descr = c.a30
+    ,director = COALESCE(Q.DIR,'Other')
+FROM
+    lgdat.code c
+    ,rlarp.qrh q
+WHERE
+    LTRIM(RTRIM(c.a9)) = o.dsm
+    and c.a2 = 'MM'
+    AND q.qr = LTRIM(RTRIM(c.a9));
+    
+COMMIT;  
+--ROLLBACK;

build/snap_customer.sql

@@ -0,0 +1,180 @@
+----------------------------SET BILL-TO REP------------------------------------
+
+UPDATE
+    RLARP.OSMF_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.OSMF_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.OSMF_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.OSMF_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.osmF_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.OSMF_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.OSMF_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;

build/snap_fx.sql

@@ -0,0 +1,10 @@
+------------update fx rates-----------------------------------------------------------------
+---only apply fx to forecast orders----
+UPDATE rlarp.osmf_dev SET r_rate = .7900 WHERE r_currency = 'CA'    AND odate >= '2021-04-08';
+UPDATE rlarp.osmf_dev SET r_rate = 1.0000 WHERE r_currency = 'US'   AND odate >= '2021-04-08';
+UPDATE rlarp.osmf_dev SET c_rate = .7900 WHERE c_currency = 'CA'    AND odate >= '2021-04-08';
+UPDATE rlarp.osmf_dev SET c_rate = 1.0000 WHERE c_currency = 'US'   AND odate >= '2021-04-08';
+--UPDATE rlarp.osm_pool SET r_rate = .7900 WHERE r_currency = 'CA'                 AND version = 'b22';
+--UPDATE rlarp.osm_pool SET value_usd = value_loc * r_rate WHERE r_currency = 'CA' AND version = 'b22';
+--UPDATE rlarp.osm_pool SET c_rate = .7900 WHERE c_currency = 'CA'                 AND version = 'b22';
+--UPDATE rlarp.osm_pool SET cost_usd = cost_loc * c_rate WHERE c_currency = 'CA'   AND version = 'b22';

build/snap_itemm.sql

@@ -0,0 +1,28 @@
+UPDATE
+    RLARP.OSMF_DEV O
+SET
+    STYC = M.STLC
+    ,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/snap_itemm_pool.sql

@@ -0,0 +1,64 @@
+BEGIN;
+
+WITH
+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)
+)
+,fin AS (
+SELECT DISTINCT
+    o.part
+    ,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
+FROM
+    rlarp.osm_pool o
+    LEFT OUTER JOIN rlarp.itemm i ON
+        i.item = o.part
+    LEFT OUTER JOIN seg ON
+        seg.glec = i.glec
+)
+UPDATE
+    rlarp.osm_pool o
+SET
+     part_descr   = fin.part_descr
+    ,part_group   = fin.part_group
+    ,branding     = fin.branding
+    ,majg_descr   = fin.majg_descr
+    ,ming_descr   = fin.ming_descr
+    ,majs_descr   = fin.majs_descr
+    ,mins_descr   = fin.mins_descr
+    ,segm         = fin.segm
+    ,substance    = fin.substance
+FROM
+    fin
+WHERE
+    fin.part = o.part;
+
+COMMIT;

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.osmfs_dev  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

change_log.sql

@@ -0,0 +1,14 @@
+WITH l AS (
+    SELECT DISTINCT logid FROM rlarp.osm_pool
+)
+SELECT 
+    doc->>'user' as user, 
+    (doc->>'stamp')::timestamptz stamp, 
+    doc->>'type' as type, 
+    CASE WHEN logid IS NULL THEN 'undone' ELSE '' END flag,
+    doc->>'tag', doc->>'message', 
+    doc->'scenario'->>'quota_rep_descr' dsm 
+FROM 
+    rlarp.osm_log  
+    LEFT OUTER JOIN l ON logid = id
+LIMIT 1000;

columns.md

@@ -0,0 +1,126 @@
+|column         |alt_name      |osmp_dev|osm_fcpool|osmp_source|osm_stack_retain|ui |revised_pool|
+|---------------|--------------|--------|----------|-----------|----------------|---|------------|
+|ddord#         |              |x       |          |null       |x               |   |            |
+|dditm#         |              |x       |          |null       |                |   |            |
+|fgbol#         |              |x       |          |null       |                |   |            |
+|fgent#         |              |x       |          |null       |                |   |            |
+|diinv#         |              |x       |          |null       |x               |   |            |
+|dilin#         |              |x       |          |null       |                |   |            |
+|quoten         |              |x       |          |null       |x               |   |            |
+|quotel         |              |x       |          |null       |                |   |            |
+|dcodat         |              |x       |          |null       |                |   |            |
+|ddqdat         |              |x       |          |null       |                |   |            |
+|dcmdat         |              |x       |          |null       |                |   |            |
+|fesdat         |              |x       |          |null       |                |   |            |
+|dhidat         |              |x       |          |null       |                |   |            |
+|fesind         |              |x       |          |null       |                |   |            |
+|dhpost         |              |x       |          |null       |                |   |            |
+|fspr           |              |x       |          |forecast   |                |   |x           |
+|ddqtoi         |              |x       |          |forecast   |                |   |x           |
+|ddqtsi         |              |x       |          |null       |                |   |            |
+|fgqshp         |              |x       |          |null       |                |   |            |
+|diqtsh         |              |x       |          |null       |                |   |            |
+|diext          |              |x       |          |null       |                |   |            |
+|ditdis         |              |x       |          |null       |                |   |            |
+|discj          |              |x       |          |null       |                |   |            |
+|dhincr         |              |x       |          |forecast   |                |   |x           |
+|plnt           |              |x       |          |forecast   |x               |   |x           |
+|promo          |              |x       |          |forecast   |x               |x  |x           |
+|return_reas    |              |x       |          |null       |                |   |            |
+|terms          |              |x       |          |forecast   |                |   |x           |
+|custpo         |              |x       |          |null       |                |   |            |
+|remit_to       |              |x       |          |forecast   |                |   |x           |
+|bill_class     |              |x       |          |cust       |x               |   |            |
+|bill_cust      |              |x       |          |forecast   |                |   |x           |
+|bill_cust_descr|              |        |          |ui_only    |                |x  |x           |
+|bill_rep       |              |x       |          |cust       |                |   |            |
+|bill_terr      |              |x       |          |cust       |                |   |            |
+|ship_class     |              |x       |          |cust       |x               |   |            |
+|ship_cust      |              |x       |          |forecast   |x               |   |x           |
+|ship_cust_descr|              |        |          |ui_only    |                |x  |x           |
+|ship_rep       |              |x       |          |cust       |                |   |            |
+|ship_terr      |              |x       |          |cust       |                |   |            |
+|dsm            |quota_rep     |x       |          |forecast   |x               |x  |x           |
+|quota_rep_descr|              |        |          |ui_only    |                |x  |x           |
+|account        |billto_group  |x       |          |cust       |x               |x  |x           |
+|shipgrp        |shipto_group  |x       |          |cust       |x               |x  |x           |
+|geo            |              |x       |          |cust       |x               |   |            |
+|chan           |              |x       |          |cust       |x               |x  |x           |
+|chansub        |mod_chan      |x       |          |cust       |x               |x  |x           |
+|chanretail     |mod_chansub   |        |          |ui_only    |                |x  |x           |
+|orig_ctry      |              |x       |          |plnt       |                |   |            |
+|orig_prov      |              |x       |          |plnt       |                |   |            |
+|orig_post      |              |x       |          |plnt       |                |   |            |
+|bill_ctry      |              |x       |          |cust       |x               |   |            |
+|bill_prov      |              |x       |          |cust       |x               |   |            |
+|bill_post      |              |x       |          |cust       |x               |   |            |
+|dest_ctry      |              |x       |          |cust       |x               |   |            |
+|dest_prov      |              |x       |          |cust       |x               |   |            |
+|dest_post      |              |x       |          |cust       |x               |   |            |
+|part           |              |x       |          |forecast   |x               |   |x           |
+|part_descr     |              |        |          |ui_only    |                |x  |x           |
+|part_group     |              |        |          |ui_only    |                |x  |x           |
+|styc           |              |x       |          |itemm      |x               |   |            |
+|colc           |color         |x       |          |itemm      |x               |   |            |
+|colgrp         |              |x       |          |itemm      |x               |   |            |
+|coltier        |              |x       |          |itemm      |x               |   |            |
+|colstat        |              |x       |          |itemm      |                |   |            |
+|sizc           |              |x       |          |itemm      |x               |   |            |
+|pckg           |              |x       |          |itemm      |x               |   |            |
+|kit            |              |x       |          |itemm      |x               |   |            |
+|brnd           |branding      |x       |          |itemm      |x               |x  |x           |
+|majg           |              |x       |          |itemm      |x               |   |            |
+|majgd          |majg_descr    |        |          |ui_only    |                |x  |x           |
+|ming           |              |x       |          |itemm      |x               |   |            |
+|mingd          |ming_descr    |        |          |ui_only    |                |x  |x           |
+|majs           |              |x       |          |itemm      |x               |   |            |
+|majsd          |majs_descr    |        |          |ui_only    |                |x  |x           |
+|mins           |              |x       |          |itemm      |x               |   |            |
+|minsd          |mins_descr    |        |          |ui_only    |                |x  |x           |
+|gldco          |ord_gldc      |x       |          |itemm      |                |   |            |
+|gldc           |              |x       |          |itemm      |                |   |            |
+|glec           |              |x       |          |itemm      |x               |   |            |
+|segm           |              |        |          |ui_only    |                |x  |x           |
+|harm           |              |x       |          |itemm      |                |   |            |
+|clss           |              |x       |          |itemm      |x               |   |            |
+|brand          |              |x       |          |itemm      |                |   |            |
+|assc           |              |x       |          |itemm      |                |   |            |
+|ddunit         |              |x       |          |itemm      |                |   |            |
+|unti           |units         |x       |          |itemm      |                |   |            |
+|lbs            |              |x       |          |itemm      |x               |   |            |
+|plt            |              |x       |          |punit      |x               |   |            |
+|plcd           |              |x       |          |iprcbhc    |x               |   |            |
+|fs_line        |              |x       |          |forecast   |x               |   |x           |
+|r_currency     |              |x       |          |forecast   |x               |   |x           |
+|r_rate         |              |x       |          |forecast   |x               |   |x           |
+|c_currency     |              |x       |          |forecast   |x               |   |x           |
+|c_rate         |              |x       |          |forecast   |x               |   |x           |
+|fb_qty         |              |x       |          |forecast   |x               |x  |x           |
+|fb_val_loc     |value_loc     |x       |          |forecast   |x               |x  |x           |
+|value_usd      |              |        |          |ui_only    |                |x  |x           |
+|fb_val_loc_dis |              |x       |          |null       |                |   |            |
+|fb_val_loc_qt  |              |x       |          |null       |x               |   |            |
+|fb_val_loc_pl  |              |x       |          |pricel     |x               |   |            |
+|fb_val_loc_tar |              |x       |          |target     |x               |   |            |
+|fb_cst_loc     |cost_loc      |x       |          |forecast   |x               |x  |x           |
+|cost_usd       |              |        |          |ui_only    |                |x  |x           |
+|fb_cst_loc_cur |              |x       |          |icstx      |x               |   |            |
+|fb_cst_loc_fut |              |x       |          |icstx      |                |   |            |
+|calc_status    |              |x       |          |forecast   |x               |   |x           |
+|flag           |              |x       |          |forecast   |x               |   |x           |
+|odate          |orderdate     |x       |          |forecast   |x               |x  |x           |
+|order_month    |              |        |          |ui_only    |                |x  |x           |
+|oseas          |order_season  |x       |          |forecast   |x               |x  |x           |
+|rdate          |requestdate   |x       |          |forecast   |x               |x  |x           |
+|request_month  |              |        |          |ui_only    |                |x  |x           |
+|rseas          |request_season|x       |          |forecast   |x               |x  |x           |
+|sdate          |shipdate      |x       |          |forecast   |x               |x  |x           |
+|ship_month     |              |        |          |ui_only    |                |x  |x           |
+|sseas          |ship_season   |x       |          |forecast   |x               |x  |x           |
+|version        |              |x       |          |forecast   |                |x  |x           |
+|iter           |              |x       |          |forecast   |                |x  |x           |
+|log            |              |x       |          |forecast   |                |x  |x           |
+|comment        |              |        |          |ui_only    |                |x  |x           |
+|iterdet        |              |        |          |forecast   |                |   |x           |
+|iterdef        |              |        |          |forecast   |                |   |x           |
+|director_descr |              |        |          |forecast   |                |   |x           |

create_certs.sh

@@ -0,0 +1,4 @@
+openssl genrsa -out key.pem
+openssl req -new -key key.pem -out csr.pem
+openssl x509 -req -days 9999 -in csr.pem -signkey key.pem -out cert.pem
+rm csr.pem

forecast_api.service

@@ -0,0 +1,13 @@
+[Unit]
+Description=forecast_api
+After=network.target
+
+[Service]
+ExecStart=/usr/bin/node //opt/forecast_api/index.js
+Restart=always
+User=fc_api
+Environemnt=NODE_ENV=production
+WorkingDirectory=//opt/forecast_api/
+
+[Install]
+WantedBy=multi-user.target

index.js

@@ -80,6 +80,7 @@ server.get('/get_pool', bodyParser.json(), function (req, res) {
         console.log(new Date().toISOString() + "-------------------------get pool:----------------------------");
         console.log(req.body.quota_rep);
         sql = sql.replace("rep_replace", req.body.quota_rep);
+        console.log(sql);
         Postgres.FirstRow(sql, [], res)
     };
 
@@ -128,7 +129,134 @@ server.get('/scenario_package', bodyParser.json(), function (req, res) {
         //parse the where clause into the main sql statement
         sql = sql.replace(new RegExp("where_clause", 'g'), w)
             //execute the sql and send the result
-        //console.log(sql);
+        console.log(sql);
+        Postgres.FirstRow(sql, [], res)
+    };
+})
+
+server.get('/swap_fit', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = "";
+    var c = 1;
+    var d = 1;
+    var args = [];
+    var path = './route_sql/swap_fit.sql';
+
+    fs.readFile(path, 'utf8', function(err, data) {
+        if (!err) {
+            callback(data);
+        } else {
+            console.log("fatal error pulling sql file")
+            callback(err);
+        }
+    });
+
+    var callback = function(arg) {
+        sql = arg;
+
+        //parse request body into a where clause
+        ({ c, w, d } = build_where(req, c, w, d, args));
+
+        //if there was no body sent, return with nothing
+        if (c == 1) {
+            res.send("no body was sent");
+            return;
+        }
+        console.log(new Date().toISOString() + "-------------------------get swap fit:------------------------------")
+        console.log(req.body);
+        //parse the where clause into the main sql statement
+        sql = sql.replace(new RegExp("where_clause", 'g'), w);
+        sql = sql.replace(new RegExp("replace_new_mold", 'g'), req.body.new_mold);
+        //execute the sql and send the result
+        console.log(sql);
+        Postgres.FirstRow(sql, [], res)
+    };
+})
+
+server.post('/swap', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = "";
+    var c = 1;
+    var d = 1;
+    var args = [];
+    var path = './route_sql/swap_post.sql';
+
+    fs.readFile(path, 'utf8', function(err, data) {
+        if (!err) {
+            callback(data);
+        } else {
+            console.log("fatal error pulling sql file")
+            callback(err);
+        }
+    });
+
+    var callback = function(arg) {
+        sql = arg;
+
+        //parse request body into a where clause
+        ({ c, w, d } = build_where(req, c, w, d, args));
+
+        //if there was no body sent, return with nothing
+        if (c == 1) {
+            res.send("no body was sent");
+            return;
+        }
+        console.log(new Date().toISOString() + "-------------------------get swap fit:------------------------------")
+        console.log(req.body);
+        //parse the where clause into the main sql statement
+        sql = sql.replace(new RegExp("where_clause", 'g'), w);
+        sql = sql.replace(new RegExp("swap_doc", 'g'), JSON.stringify(req.body.swap));
+        sql = sql.replace(new RegExp("replace_version", 'g'), req.body.scenario.version);
+        sql = sql.replace(new RegExp("replace_source", 'g'), req.body.source);
+        sql = sql.replace(new RegExp("replace_iterdef", 'g'), JSON.stringify(req.body));
+        //execute the sql and send the result
+        console.log(sql);
+        Postgres.FirstRow(sql, [], res)
+    };
+})
+
+server.post('/cust_swap', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = "";
+    var c = 1;
+    var d = 1;
+    var args = [];
+    var path = './route_sql/swap_cust.sql';
+
+    fs.readFile(path, 'utf8', function(err, data) {
+        if (!err) {
+            callback(data);
+        } else {
+            console.log("fatal error pulling sql file")
+            callback(err);
+        }
+    });
+
+    var callback = function(arg) {
+        sql = arg;
+
+        //parse request body into a where clause
+        ({ c, w, d } = build_where(req, c, w, d, args));
+
+        //if there was no body sent, return with nothing
+        if (c == 1) {
+            res.send("no body was sent");
+            return;
+        }
+        console.log(new Date().toISOString() + "-------------------------get swap fit:------------------------------")
+        console.log(req.body);
+        //parse the where clause into the main sql statement
+        sql = sql.replace(new RegExp("where_clause", 'g'), w);
+        sql = sql.replace(new RegExp("swap_doc", 'g'), JSON.stringify(req.body.swap));
+        sql = sql.replace(new RegExp("replace_version", 'g'), req.body.scenario.version);
+        sql = sql.replace(new RegExp("replace_source", 'g'), req.body.source);
+        sql = sql.replace(new RegExp("replace_iterdef", 'g'), JSON.stringify(req.body));
+        //execute the sql and send the result
+        console.log(sql);
+        //res.json(null);
         Postgres.FirstRow(sql, [], res)
     };
 })
@@ -157,13 +285,46 @@ server.get('/list_changes', bodyParser.json(), function (req, res) {
         console.log(new Date().toISOString() + "-------------------------list changes:------------------------------")
         console.log(req.body);
         //parse the where clause into the main sql statement
-        sql = sql.replace(new RegExp("replace_user",'g'),JSON.stringify(req.body))
+        sql = sql.replace(new RegExp("replace_user", 'g'), req.body.scenario.quota_rep_descr)
         //execute the sql and send the result
-        //console.log(sql);
+        console.log(sql);
         Postgres.FirstRow(sql, [], res)
     };
 })
 
+server.get('/undo_change', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = "";
+    var c = 1;
+    var d = 1;
+    var args = [];
+    var path = './route_sql/undo.sql';
+
+    fs.readFile(path, 'utf8', function(err, data) {
+        if (!err) {
+            callback(data);
+        } else {
+            console.log("fatal error pulling sql file")
+            callback(err);
+        }
+    });
+
+    var callback = function(arg) {
+        sql = arg;
+
+        console.log(new Date().toISOString() + "-------------------------undo change:------------------------------")
+        console.log(req.body);
+        //parse the where clause into the main sql statement
+        sql = sql.replace(new RegExp("replace_id", 'g'), JSON.stringify(req.body.logid))
+            //execute the sql and send the result
+        console.log(sql);
+        Postgres.FirstRow(sql, [], res)
+    };
+})
+
+//deprecating this route, just use _vp for volume and prive
+/*
 server.post('/addmonth_v', bodyParser.json(), function(req, res) {
 
     var sql = "";
@@ -205,6 +366,7 @@ server.post('/addmonth_v', bodyParser.json(), function (req, res) {
         Postgres.FirstRow(sql, [], res)
     }
 })
+*/
 
 server.post('/addmonth_vp', bodyParser.json(), function(req, res) {
 
@@ -373,6 +535,48 @@ server.post('/scale_vp', bodyParser.json(), function (req, res) {
     });
 })
 
+server.post('/scale_vp_sales', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = "";
+    var c = 1;
+    var d = 1;
+    var args = [];
+    var path = './route_sql/scale_vupd.sql';
+
+    var callback = function(arg) {
+        sql = arg;
+
+        ({ c, w, d } = build_where(req, c, w, d, args));
+
+        if (c == 1) {
+            res.send("no body was sent");
+            return;
+        }
+        console.log(new Date().toISOString() + "--------------------scale volume & price:-------------------");
+        req.body.stamp = new Date().toISOString()
+        console.log(req.body);
+        //console.log(args);
+        sql = sql.replace(new RegExp("where_clause", 'g'), w);
+        sql = sql.replace(new RegExp("target_vol", 'g'), req.body.qty);
+        sql = sql.replace(new RegExp("target_prc", 'g'), req.body.amount);
+        sql = sql.replace(new RegExp("replace_version", 'g'), req.body.scenario.version);
+        sql = sql.replace(new RegExp("replace_source", 'g'), req.body.source);
+        sql = sql.replace(new RegExp("replace_iterdef", 'g'), JSON.stringify(req.body));
+        console.log(sql);
+        Postgres.FirstRow(sql, [], res)
+    }
+
+    fs.readFile(path, 'utf8', function(err, data) {
+        if (!err) {
+            callback(data);
+        } else {
+            console.log("fatal error pulling sql file")
+            callback(err);
+        }
+    });
+})
+
 server.post('/new_part', bodyParser.json(), function(req, res) {
 
     var sql = "";
@@ -427,6 +631,7 @@ server.post('/new_basket', bodyParser.json(), function (req, res) {
 
     var callback = function(arg) {
         sql = arg;
+        req.body.scenario.iter.push("adj volume"); //intercept the request body and force in a "adj volume" at position 1, only a "copy" iteration is being used
 
         ({ c, w, d } = build_where(req, c, w, d, args));
 
@@ -480,13 +685,11 @@ function build_where(req, c, w, d, args) {
                 d = d + 1;
             }
             w = w + ")";
-        }
+        } else {
-        else {
             w = w + i + " = '" + req.body.scenario[i] + "'";
         }
         args.push(req.body.scenario[i]);
         c = c + 1;
-    }
+    };
-    ;
     return { c, w, d };
 }

offline/addmonth_vd.sql

@@ -9,21 +9,20 @@ WITH
 target AS (select target_increment incr)
 ,testv AS (
     SELECT
-        sum(fb_qty) tot
+        sum(units) tot
-        ,sum(fb_qty) FILTER (WHERE iter = 'copy') base
+        ,sum(units) FILTER (WHERE iter = 'copy') base
-        ,COALESCE(sum(fb_qty) FILTER (WHERE iterdef->>'type' = 'new basket'),0) newpart
+        ,COALESCE(sum(units) FILTER (WHERE module = 'new basket'),0) newpart
-        ,sum(fb_val_loc *r_rate) totsales
+        ,sum(value_loc *r_rate) totsales
-        ,sum(fb_val_loc *r_rate) FILTER (WHERE iter = 'copy') basesales
+        ,sum(value_loc *r_rate) FILTER (WHERE iter = 'copy') basesales
-        ,COALESCE(sum(fb_val_loc *r_rate) FILTER (WHERE iterdef->>'type' = 'new basket'),0) newpartsales
+        ,COALESCE(sum(value_loc *r_rate) FILTER (WHERE module = 'new basket'),0) newpartsales
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool
     WHERE
         -----------------scenario----------------------------
         scenario = target_scenario
         -----------------additional params-------------------
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
-
 )
 ,flagv AS (
     SELECT
@@ -68,6 +67,7 @@ target AS (select target_increment incr)
 		,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
@@ -85,18 +85,18 @@ target AS (select target_increment incr)
     SELECT * FROM
     (
         VALUES
-        ('Jun',1,6,-1)
+        ('01 - Jun',1,6,-1)
-        ,('Jul',2,7,-1)
+        ,('02 - Jul',2,7,-1)
-        ,('Aug',3,8,-1)
+        ,('03 - Aug',3,8,-1)
-        ,('Sep',4,9,-1)
+        ,('04 - Sep',4,9,-1)
-        ,('Oct',5,10,-1)
+        ,('05 - Oct',5,10,-1)
-        ,('Nov',6,11,-1)
+        ,('06 - Nov',6,11,-1)
-        ,('Dec',7,12,-1)
+        ,('07 - Dec',7,12,-1)
-        ,('Jan',8,1,0)
+        ,('08 - Jan',8,1,0)
-        ,('Feb',9,2,0)
+        ,('09 - Feb',9,2,0)
-        ,('Mar',10,3,0)
+        ,('10 - Mar',10,3,0)
-        ,('Apr',11,4,0)
+        ,('11 - Apr',11,4,0)
-        ,('May',12,5,0)
+        ,('12 - May',12,5,0)
     ) x(m,s,cal,yr)
 )
 ,alldates AS (
@@ -105,68 +105,68 @@ target AS (select target_increment incr)
         ,terms
         ,order_month
         ,mseq.s seq
-        ,orderdate
+        ,order_date
-        ,requestdate
+        ,request_date
-        ,shipdate
+        ,ship_date
         ,sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) value_usd
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool
         LEFT OUTER JOIN mseq ON
             mseq.m = order_month
     WHERE
         -----------------scenario----------------------------
         scenario = target_scenario
         -----------------additional params-------------------
-        AND version = 'b20'
+        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 iterdef->>'type' = 'new basket'
+            WHEN 'scale new part' THEN module = 'new basket'
         END
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
         promo
         ,terms
         ,order_month
         ,mseq.s
-        ,orderdate
+        ,order_date
-        ,requestdate
+        ,request_date
-        ,shipdate
+        ,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 orderdate) dom
+        extract(day FROM order_date) dom
         ,sum(value_usd) value_usd
     FROM
         alldates
     GROUP BY
-        extract(day FROM orderdate)
+        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(orderdate,'Mon') _month
+        to_char(order_date,'Mon') _month
         ,seq
         ,promo
-        ,sum(extract(day from orderdate)*value_usd) dom_wa
+        ,sum(extract(day from order_date)*value_usd) dom_wa
-        --,requestdate-orderdate rlag
+        --,request_date-order_date rlag
-        ,sum((requestdate-orderdate)*(value_usd)) rlag_wa
+        ,sum((request_date-order_date)*(value_usd)) rlag_wa
-        --,shipdate - requestdate slag
+        --,ship_date - request_date slag
-        ,sum((shipdate - requestdate)*(value_usd)) slag_wa
+        ,sum((ship_date - request_date)*(value_usd)) slag_wa
         ,sum(value_usd) value_usd
     FROM
         alldates
     GROUP BY
-        to_char(orderdate,'Mon')
+        to_char(order_date,'Mon')
         ,seq
         ,promo
-        --,extract(day from orderdate)
+        --,extract(day from order_date)
-        --,requestdate-orderdate
+        --,request_date-order_date
-        --,shipdate - requestdate
+        --,ship_date - request_date
 )
 ,targm AS (select s, m from mseq where m = 'target_month' )
 ,mmixp AS (
@@ -255,20 +255,20 @@ SELECT
         ,0::numeric(15,5) ddqtsi          --0 
         ,0::numeric(15,5) fgqshp          --0 
         ,0::numeric(15,5) diqtsh          --0 
-        ,sum(coalesce(fb_qty,0)) fb_qty          --history value
+        ,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(fb_val_loc,0)) fb_val_loc          --history value
+        ,sum(coalesce(value_loc,0)) value_loc          --history value
-        ,sum(coalesce(fb_val_loc_pl,0)) fb_val_loc_pl          --0 
+        ,sum(coalesce(value_loc_pl,0)) value_loc_pl          --0 
         ,calc_status          --0 
         ,flag          --0 
-        ,null::date orderdate          --history date mix
+        ,null::date order_date          --history date mix
-        ,null::date requestdate          --history date mix
+        ,null::date request_date          --history date mix
-        ,null::date shipdate          --history date mix
+        ,null::date ship_date          --history date mix
-        ,null::date adj_orderdate          --history 
+        ,null::date order_date          --history 
-        ,null::date adj_requestdate          --history 
+        ,null::date adj_request_date          --history 
-        ,null::date adj_shipdate          --history 
+        ,null::date ship_date          --history 
         ---------------ui columns-------------------------
         ,null::numeric order_season
         ,null::text order_month
@@ -300,7 +300,7 @@ SELECT
         ,null cost_usd
         ,null units
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool
     WHERE
         -----------------scenario----------------------------
         scenario = target_scenario
@@ -308,10 +308,10 @@ SELECT
         AND CASE (SELECT flag FROM flagv) 
             WHEN 'scale all' THEN true
             WHEN 'scale copy' THEN iter = 'copy'
-            WHEN 'scale new part' THEN iterdef->>'type' = 'new basket'
+            WHEN 'scale new part' THEN module = 'new basket'
         END
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
         plnt          ---master data 
         ,terms
@@ -376,8 +376,8 @@ SELECT
 ,scale AS (
     SELECT
         (SELECT incr::numeric FROM target) incr
-        ,(SELECT sum(fb_qty) FROM basemix) base
+        ,(SELECT sum(units) FROM basemix) base
-        ,(SELECT incr::numeric FROM target)/(SELECT sum(fb_qty) FROM basemix) factor
+        ,(SELECT incr::numeric FROM target)/(SELECT sum(units) FROM basemix) factor
 )
 ,final AS (
 SELECT
@@ -441,20 +441,20 @@ SELECT
     ,b.ddqtsi          --0 
     ,b.fgqshp          --0 
     ,b.diqtsh          --0 
-    ,b.fb_qty*s.factor*m.momix fb_qty
+    ,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.fb_val_loc*s.factor*m.momix fb_val_loc
+    ,b.value_loc*s.factor*m.momix value_loc
-    ,b.fb_val_loc_pl*s.factor*m.momix fb_val_loc_pl
+    ,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) orderdate
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) order_date
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag requestdate
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag request_date
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag shipdate
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag ship_date
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) adj_orderdate
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) order_date
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag adj_requestdate
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag adj_request_date
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag adj_shipdate
+    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag ship_date
     ,'replace_version' "version"          --calculated 
     ,'replace_source'||' volume' iter          --calculated
     -----------------------ui columns--------------------------------
@@ -484,11 +484,11 @@ SELECT
     ,b.mod_chansub
     ,b.quota_rep_descr
     ,b.director_descr
-    ,(b.fb_val_loc*s.factor*m.momix)::numeric value_loc
+    ,(b.value_loc*s.factor*m.momix)::numeric value_loc
-    ,(b.fb_val_loc*s.factor*m.momix*r_rate)::numeric value_usd
+    ,(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.fb_qty*s.factor*m.momix)::numeric units
+    ,(b.units*s.factor*m.momix)::numeric units
 FROM
     basemix b
     CROSS JOIN scale s
@@ -506,7 +506,7 @@ WHERE
     m._month = (SELECT _month FROM closest)
 )
 , ins AS (
-    INSERT INTO rlarp.osm_fcpool SELECT * FROM final RETURNING *
+    INSERT INTO rlarp.osm_pool SELECT * FROM final RETURNING *
 )
 ,insagg AS (
 SELECT

offline/last_price.sql

@@ -0,0 +1,406 @@
+--BEGIN;
+
+WITH 
+------------------goal price increases---------------------
+incr AS (
+    SELECT * FROM (VALUES
+        ('110','PP','B',0.25),
+        ('110','PP','T',0.25),
+        ('110','PP','L',0.4),
+        ('110','PP','M',0.4),
+        ('110','PP','P',0.4),
+        ('110','PP','C',0.4),
+        ('210','PE','B',0.25),
+        ('210','PE','T',0.25),
+        ('210','PE','L',0.25),
+        ('210','PE','M',0.25),
+        ('210','PE','P',0.25),
+        ('210','PE','C',0.25),
+        ('310','PE','B',0.15),
+        ('310','PE','T',0.25),
+        ('310','PE','L',0.25),
+        ('310','PE','M',0.25),
+        ('310','PE','P',0.25),
+        ('310','PE','C',0.25),
+        ('310','PP','B',0.13),
+        ('310','PP','T',0.16),
+        ('310','PP','L',0.16),
+        ('310','PP','M',0.16),
+        ('310','PP','P',0.16),
+        ('310','PP','C',0.16),
+        ('310','PS','B',0.13),
+        ('310','PS','T',0.16),
+        ('310','PS','L',0.16),
+        ('310','PS','M',0.16),
+        ('310','PS','P',0.16),
+        ('310','PS','C',0.16),
+        ('320','PE','B',0.25),
+        ('320','PE','T',0.25),
+        ('320','PE','L',0.25),
+        ('320','PE','M',0.25),
+        ('320','PE','P',0.25),
+        ('320','PE','C',0.25),
+        ('320','PP','B',0.25),
+        ('320','PP','T',0.25),
+        ('320','PP','L',0.25),
+        ('320','PP','M',0.25),
+        ('320','PP','P',0.25),
+        ('320','PP','C',0.25),
+        ('910','PE','B',0.15),
+        ('910','PE','D',0.25),
+        ('910','PE','F',0.25),
+        ('910','PP','B',0.15),
+        ('910','PP','D',0.25),
+        ('910','PP','F',0.25),
+        ('910','PS','B',0.15),
+        ('910','','B',0.15),
+        ('910','','D',0.25),
+        ('910','','F',0.25),
+        ('910','','T',0.25),
+        ('910','','L',0.25),
+        ('910','','M',0.25),
+        ('910','','P',0.25),
+        ('910','','C',0.25),
+        ('910','PS','D',0.25),
+        ('910','PS','F',0.25),
+        ('610','','B',0.02),
+        ('610','','S',0.02),
+        ('610','','W',0.02)
+    ) x(MAJG,ASSC,COLTIER,RATE)
+)
+------------carve out pricing baseline data--------------------
+,p AS (
+    SELECT
+         o.part
+        ,o.styc||'.'||o.colgrp||substring(o.sizc,1,3) product
+        ,o.glec
+        ,o.styc
+        ,o.majg
+        ,i.assc
+        ,o.coltier
+        ,o.colgrp
+        ,o.sizc
+        ,i.suffix
+        ,substring(o.chan,1,1) chgrp
+        ,o.account
+        ,o.shipgrp
+        ,o.fb_qty units
+        ,o.fb_val_loc*r_rate val_usd
+        ,round(o.fb_val_loc/o.fb_qty,10) AS price
+        ,o.odate
+        ,o.oseas
+        ,row_number() OVER (PARTITION BY o.styc||'.'||o.colgrp||substring(o.sizc,1,3),o.account, o.shipgrp ORDER BY o.odate DESC) rn
+    FROM
+        rlarp.osm_dev o
+        INNER JOIN rlarp.itemmv i ON
+            i.item = o.part
+    WHERE
+        ---exclude R&A's
+        o.fs_line = '41010'    
+        ---exclude canceled orders
+        AND o.calc_status <> 'CANCELED'
+        ---exclude quotes
+        AND o.version = 'ACTUALS'
+        ---only finished goods
+        AND substring(o.glec,1,1) <= '2'
+        ---exclude blank parts
+        AND COALESCE(o.part,'') <> ''
+        ---must have a quantity
+        AND o.fb_qty <> 0
+        ---must have a price
+        AND o.fb_val_loc <> 0
+        ---must come from and order
+        AND o.odate IS NOT NULL
+        ---exclude samples
+        AND o.bill_class <> 'SALE'
+        ---only use recent history
+        AND o.oseas >= 2020
+        ---only for direct and drop
+        --AND o.chan IN ('DIR','DRP')
+    ORDER BY
+         o.part
+        ,o.styc
+        ,o.coltier
+        ,o.sizc
+        ,i.suffix
+        ,o.account
+        ,o.shipgrp
+        ,o.odate DESC
+)
+--SELECT * FROM p WHERE account ~ 'ACOSTA'
+------------build global py asp------------------
+,baseline AS (
+    SELECT
+        product
+        ,majg
+        ,assc
+        ,chgrp
+        ,round(sum(val_usd) FILTER (WHERE oseas = 2020)/sum(units) FILTER (WHERE oseas = 2020),5) py_gasp
+    FROM
+        p
+    GROUP BY
+        product
+        ,majg
+        ,assc
+        ,chgrp
+)
+----------pivot the pricing out into columns per customer/product--------
+,pivot AS (
+SELECT 
+     p.product
+    ,p.styc
+    ,p.glec
+    ,p.majg
+    ,p.assc
+    ,p.colgrp
+    ,p.coltier
+    ,p.sizc
+    ,p.suffix
+    ,p.chgrp
+    ,p.account
+    ,p.shipgrp
+    ,bl.py_gasp
+    ,sum(units) FILTER (WHERE oseas = 2021) cy_units
+    ,round(sum(val_usd) FILTER (WHERE oseas = 2020)/sum(units) FILTER (WHERE oseas = 2020),5) py_asp
+    ,round(avg(price) FILTER (WHERE rn = 1),5) last_price
+    ,max(odate) FILTER (WHERE rn = 1) last_order
+    ,CASE p.chgrp
+        WHEN 'D' THEN i.rate
+        ELSE CASE p.majg
+                WHEN '610' THEN .02
+                ElSE CASE p.colgrp 
+                        WHEN 'B' THEN .1 
+                        WHEN 'C' THEN .15
+                        ELSE 1
+                     END
+             END
+    END rate
+    ,CASE WHEN sum(val_usd) FILTER (WHERE oseas = 2020) IS NULL 
+        THEN CASE WHEN sum(units) FILTER (WHERE oseas = 2021) IS NULL
+            THEN 'unknown'
+            ELSE 'new'
+            END
+        ELSE CASE WHEN sum(units) FILTER (WHERE oseas = 2021) IS NULL
+            THEN 'lost'
+            ELSE 'repeat'
+            END
+    END flag
+FROM 
+    p
+    LEFT OUTER JOIN baseline bl ON
+        bl.product = p.product
+        AND bl.majg = p.majg
+        AND bl.assc = p.assc
+        AND bl.chgrp = p.chgrp
+    LEFT OUTER JOIN incr i ON
+        i.majg = p.majg
+        AND i.assc = p.assc
+        AND i.coltier = p.coltier
+        AND p.glec <> '1RE'
+        
+GROUP BY
+     p.product
+    ,p.styc
+    ,p.glec
+    ,p.majg
+    ,p.assc
+    ,p.coltier
+    ,p.colgrp
+    ,p.sizc
+    ,p.suffix
+    ,p.chgrp
+    ,p.account
+    ,p.shipgrp
+    ,bl.py_gasp
+    ,i.rate
+)
+----------------create the new price-----------------
+,adj AS (
+SELECT 
+     p.product
+    ,p.styc
+    ,p.glec
+    ,p.majg
+    ,p.assc
+    ,p.coltier
+    ,p.sizc
+    ,p.suffix
+    ,p.account
+    ,p.shipgrp
+    ,p.py_gasp
+    ,p.cy_units
+    ,p.py_asp
+    ,p.last_price
+    ,p.last_order
+    ,p.rate
+    ,p.flag
+    ,CASE p.flag
+        ----------------------if repeat business then get to prior year + target %--------------------------------------------------------------
+        WHEN 'repeat' THEN greatest(py_asp * COALESCE(1+rate,1) - last_price,0)
+        WHEN 'lost' THEN greatest(py_asp * COALESCE(1+rate,1) - last_price,0)
+        ----------------------if new business, move towards py_gasp + target % : lesser of py gloabl + target or last + target------------------
+        WHEN 'new' THEN least(last_price * COALESCE(1+rate,1) - last_price,greatest(py_gasp * COALESCE(1+rate,1) - last_price,0))
+    END price_increment
+FROM 
+    pivot p
+)
+--SELECT * FROM adj LIMIT 10000
+--------------create a log entry--------------------
+,log AS (
+    INSERT INTO
+           rlarp.osm_log(doc)
+    SELECT 
+        $${
+            "message":"application of last price and target increases to all forecast orders",
+            "tag":"last price",
+            "type":"build" 
+        }$$::jsonb doc 
+    RETURNING *
+)
+,poolprice AS (
+SELECT
+    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3) product
+    ,o.quota_rep_descr
+    ,o.billto_group
+    ,o.shipto_group
+    ,order_season
+    ,sum(units) units
+    ,sum(value_loc) valloc
+    ,sum(value_usd) valusd
+    ,sum(o.value_loc)/sum(o.units) price
+    ,jsonb_agg(DISTINCT iter) iters
+FROM
+    rlarp.osm_pool o
+    ,rlarp.itemmv i
+WHERE
+    i.item = o.part
+    --AND o.units <> 0
+    ---only apply to 2022 orders----
+    AND o.order_date >= '2021-06-01'
+    --only include baseline stuff---
+    AND segm <> 'Retail'
+GROUP BY
+    i.stlc||'.'||i.colgrp||substring(i.sizc,1,3)
+    ,o.quota_rep_descr
+    ,o.billto_group
+    ,o.shipto_group
+    ,order_season
+    --AND iter <> 'upload price'
+)
+, pooladj AS (
+    SELECT
+        p.product
+       ,p.quota_rep_descr
+       ,p.billto_group
+       ,p.shipto_group
+       ,p.price
+       ,a.py_gasp
+       ,a.rate
+       ,a.last_price
+       ,a.price_increment
+    FROM
+        poolprice p
+        ,adj a
+    WHERE
+        a.product = p.product
+        AND a.account = p.billto_group
+        AND a.shipgrp = p.shipto_group
+)
+SELECT * FROM pooladj WHERE product ~ 'STG06000' AND shipto_group = 'BWI' limit 100
+--SELECT * FROM poolprice WHERE product ~ 'TCA06600' AND shipto_group = 'BWI' AND quota_rep_descr = 'BRYAN HILL' LIMIT 1000
+-------------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 
+--    ,0::numeric units
+--    ,ROUND(o.units * (a.price_increment/o.r_rate),2) value_loc
+--    ,ROUND(o.units * a.price_increment,2) value_usd
+--    ,0::numeric cost_loc
+--    ,0::numeric cost_usd
+--    ,o.calc_status          --0 
+--    ,o.flag          --0 
+--    ,o.order_date          --history date mix
+--    ,o.order_month
+--    ,o.order_season
+--    ,o.request_date          --history date mix
+--    ,o.request_month
+--    ,o.request_season
+--    ,o.ship_date          --history date mix
+--    ,o.ship_month
+--    ,o.ship_season
+--    ,o.version
+--    ---this iteration has to be listed in the master template file in order to be effectively included---
+--    ,'upload price' iter
+--    ,log.id
+--    ,COALESCE(log.doc->>'tag','') "tag"
+--    ,log.doc->>'message' "comment"
+--    ,log.doc->>'type' module
+--    -----------debug columns---------
+--    --,value_usd/units price
+--    --,a.py_gasp
+--    --,a.rate
+--    --,a.last_price
+--    --,a.price_increment
+--FROM
+--    rlarp.osm_pool o
+--    ,rlarp.itemmv i
+--    ,adj a 
+--    ,log
+--WHERE
+--    i.item = o.part
+--    AND a.product = i.stlc||'.'||i.colgrp||substring(i.sizc,1,3)
+--    AND a.account = o.billto_group
+--    AND a.shipgrp = o.shipto_group
+--    AND a.price_increment <> 0
+--    AND o.units <> 0
+--    ---only apply to 2022 orders----
+--    AND o.order_date >= '2021-06-01'
+--    --only include baseline stuff---
+--    AND iter <> 'upload price'
+--)
+-------------aggregate the impact------------
+----SELECT * FROM ins limit 10000
+----SELECT
+----    order_season
+----    ,sum(value_loc) val_loc
+----    ,sum(value_usd) val_usd
+----FROM
+----    ins
+----GROUP BY
+----    order_season;
+--,del AS (
+--    DELETE FROM rlarp.osm_pool WHERE iter = 'upload price' RETURNING *
+--)
+--INSERT INTO
+--    rlarp.osm_pool
+--SELECT * FROM ins;
+--
+--COMMIT;

over_under_ship.sql

@@ -0,0 +1,25 @@
+SELECT 
+    calc_status
+    ,flag
+    ,sum(fb_val_loc * r_rate) filter (WHERE version = 'ACTUALS' AND calc_status = 'CLOSED' AND flag = 'REMAINDER' AND fb_qty < 0) overship
+    ,sum(fb_val_loc * r_rate) filter (WHERE version = 'ACTUALS' AND calc_status = 'CLOSED' AND flag = 'REMAINDER' AND fb_qty > 0) undership
+    ,sum(fb_val_loc * r_rate) filter (WHERE version = 'ACTUALS' AND fb_qty = 0) no_units
+    ,sum(fb_val_loc * r_rate) filter (WHERE version = 'ACTUALS' AND dhincr = 'C') credits
+    ,sum(fb_val_loc * r_rate) filter (WHERE version = 'ACTUALS' AND "ddord#" = 0 ) no_units
+FROM 
+    rlarp.osmf_dev 
+WHERE 
+    (
+        (
+            oseas = 2021 
+            AND odate <@ daterange('2020-06-01','2021-04-11')
+        )
+        OR sseas = 2021
+    )
+    AND fs_line = '41010'
+    --AND version = 'ACTUALS' 
+    --AND calc_status = 'CLOSED'
+    --AND flag = 'REMAINDER'
+GROUP BY 
+    calc_status, 
+    flag;

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+        "postgres-date": "~1.0.4",
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+      "requires": {
+        "xtend": "^4.0.0"
+      }
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+        "forwarded": "~0.1.2",
+        "ipaddr.js": "1.9.0"
+      }
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+        "http-errors": "1.7.2",
+        "iconv-lite": "0.4.24",
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+        "debug": "2.6.9",
+        "depd": "~1.1.2",
+        "destroy": "~1.0.4",
+        "encodeurl": "~1.0.2",
+        "escape-html": "~1.0.3",
+        "etag": "~1.8.1",
+        "fresh": "0.5.2",
+        "http-errors": "~1.7.2",
+        "mime": "1.6.0",
+        "ms": "2.1.1",
+        "on-finished": "~2.3.0",
+        "range-parser": "~1.2.1",
+        "statuses": "~1.5.0"
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+    },
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+      "resolved": "https://registry.npmjs.org/serve-static/-/serve-static-1.14.1.tgz",
+      "integrity": "sha512-JMrvUwE54emCYWlTI+hGrGv5I8dEwmco/00EvkzIIsR7MqrHonbD9pO2MOfFnpFntl7ecpZs+3mW+XbQZu9QCg==",
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+        "encodeurl": "~1.0.2",
+        "escape-html": "~1.0.3",
+        "parseurl": "~1.3.3",
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+        "through": "2"
+      }
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+      "resolved": "https://registry.npmjs.org/unpipe/-/unpipe-1.0.0.tgz",
+      "integrity": "sha1-sr9O6FFKrmFltIF4KdIbLvSZBOw="
+    },
+    "utils-merge": {
+      "version": "1.0.1",
+      "resolved": "https://registry.npmjs.org/utils-merge/-/utils-merge-1.0.1.tgz",
+      "integrity": "sha1-n5VxD1CiZ5R7LMwSR0HBAoQn5xM="
+    },
+    "vary": {
+      "version": "1.1.2",
+      "resolved": "https://registry.npmjs.org/vary/-/vary-1.1.2.tgz",
+      "integrity": "sha1-IpnwLG3tMNSllhsLn3RSShj2NPw="
+    },
+    "xtend": {
+      "version": "4.0.2",
+      "resolved": "https://registry.npmjs.org/xtend/-/xtend-4.0.2.tgz",
+      "integrity": "sha512-LKYU1iAXJXUgAXn9URjiu+MWhyUXHsvfp7mcuYm9dSUKK0/CjtrUwFAxD82/mCWbtLsGjFIad0wIsod4zrTAEQ=="
+    }
+  }
+}

package.json

@@ -10,7 +10,7 @@
   "license": "ISC",
   "dependencies": {
     "dotenv": "^6.2.0",
-    "express": "^4.16.4",
+    "express": "^4.17.1",
-    "pg": "^7.8.0"
+    "pg": "^7.18.1"
   }
 }

route_meta/adjust.json

@@ -1,20 +0,0 @@
-{
-    "scenario": {
-        "ship_season": 2019,
-        "ship_month": "Mar",
-        "order_season": 2019,
-        "order_month": "Mar",
-        "version": "9p3",
-        "iter": [
-            "forecast"
-        ]
-    },
-    "adj_amount": -1248994,
-    "adj_qty": -2828623,
-    "tar_amount": 5335749,
-    "tar_qty": 18623740,
-    "stamp": "2019-03-01 10:00:00",
-    "user": "Trowbridge, Paul",
-    "source": "forecast ui",
-    "type":"scale_v"
-}

route_sql/addmonth_vupd.sql

@@ -5,21 +5,20 @@ the volume must be expressed in terms of units, since that is what it will be sc
 target AS (select target_volume vincr, target_price pincr)
 ,testv AS (
     SELECT
-        sum(fb_qty) tot
+        sum(units) tot
-        ,sum(fb_qty) FILTER (WHERE iter = 'copy') base
+        ,sum(units) FILTER (WHERE iter = 'copy') base
-        ,COALESCE(sum(fb_qty) FILTER (WHERE iterdef->>'type' = 'new basket'),0) newpart
+        ,COALESCE(sum(units) FILTER (WHERE module = 'new basket'),0) newpart
-        ,sum(fb_val_loc *r_rate) totsales
+        ,sum(value_loc *r_rate) totsales
-        ,sum(fb_val_loc *r_rate) FILTER (WHERE iter = 'copy') basesales
+        ,sum(value_loc *r_rate) FILTER (WHERE iter = 'copy') basesales
-        ,COALESCE(sum(fb_val_loc *r_rate) FILTER (WHERE iterdef->>'type' = 'new basket'),0) newpartsales
+        ,COALESCE(sum(value_loc *r_rate) FILTER (WHERE module = 'new basket'),0) newpartsales
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool
     WHERE
         -----------------scenario----------------------------
         where_clause
         -----------------additional params-------------------
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
-
 )
 ,flagv AS (
     SELECT
@@ -55,7 +54,7 @@ target AS (select target_volume vincr, target_price pincr)
     FROM
         testv
 )
-,GLD AS (
+,GLD AS MATERIALIZED (
 	SELECT 
 		N1COMP COMP
 		,N1CCYY FSYR
@@ -64,10 +63,11 @@ target AS (select target_volume vincr, target_price pincr)
 		,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
+		,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5  ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'FM00') SSPR
 	FROM 
 		LGDAT.GLDATREF 
 		INNER JOIN LGDAT.GLDATE ON 
@@ -75,38 +75,37 @@ target AS (select target_volume vincr, target_price pincr)
 			KPCCYY = N1CCYY
 	WHERE
 		N1COMP = 93
-		--AND DIGITS(N1FSYP) = '1901'
 )
 ,mseq AS (
     SELECT * FROM 
     (
         VALUES
-        ('Jun',1,6,-1)
+        ('01 - Jun',1,6,-1)
-        ,('Jul',2,7,-1)
+        ,('02 - Jul',2,7,-1)
-        ,('Aug',3,8,-1)
+        ,('03 - Aug',3,8,-1)
-        ,('Sep',4,9,-1)
+        ,('04 - Sep',4,9,-1)
-        ,('Oct',5,10,-1)
+        ,('05 - Oct',5,10,-1)
-        ,('Nov',6,11,-1)
+        ,('06 - Nov',6,11,-1)
-        ,('Dec',7,12,-1)
+        ,('07 - Dec',7,12,-1)
-        ,('Jan',8,1,0)
+        ,('08 - Jan',8,1,0)
-        ,('Feb',9,2,0)
+        ,('09 - Feb',9,2,0)
-        ,('Mar',10,3,0)
+        ,('10 - Mar',10,3,0)
-        ,('Apr',11,4,0)
+        ,('11 - Apr',11,4,0)
-        ,('May',12,5,0)
+        ,('12 - May',12,5,0)
     ) x(m,s,cal,yr)
 )
-,alldates AS (
+,alldates AS MATERIALIZED(
     SELECT  
         promo
         ,terms
         ,order_month
         ,mseq.s seq
-        ,orderdate
+        ,order_date
-        ,requestdate
+        ,request_date
-        ,shipdate
+        ,ship_date
         ,sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) value_usd
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool
         LEFT OUTER JOIN mseq ON
             mseq.m = order_month
     WHERE
@@ -116,52 +115,52 @@ target AS (select target_volume vincr, target_price pincr)
         AND CASE (SELECT flag FROM flagv) 
             WHEN 'scale all' THEN true
             WHEN 'scale copy' THEN iter = 'copy'
-            WHEN 'scale new part' THEN iterdef->>'type' = 'new basket'
+            WHEN 'scale new part' THEN module = 'new basket'
         END
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
         promo
         ,terms
         ,order_month
         ,mseq.s
-        ,orderdate
+        ,order_date
-        ,requestdate
+        ,request_date
-        ,shipdate
+        ,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 orderdate) DOM
+        extract(day FROM order_date) DOM
         ,sum(value_usd) value_usd
     FROM
         alldates
     GROUP BY
-        extract(day FROM orderdate)
+        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(orderdate,'Mon') _month
+        to_char(order_date,'Mon') _month
         ,seq
         ,promo
-        ,sum(extract(day from orderdate)*value_usd) dom_wa
+        ,sum(extract(day from order_date)*value_usd) dom_wa
-        --,requestdate-orderdate rlag
+        --,request_date-order_date rlag
-        ,sum((requestdate-orderdate)*(value_usd)) rlag_wa
+        ,sum((request_date-order_date)*(value_usd)) rlag_wa
-        --,shipdate - requestdate slag
+        --,ship_date - request_date slag
-        ,sum((shipdate - requestdate)*(value_usd)) slag_wa
+        ,sum((ship_date - request_date)*(value_usd)) slag_wa
         ,sum(value_usd) value_usd
     FROM
         alldates
     GROUP BY
-        to_char(orderdate,'Mon')
+        to_char(order_date,'Mon')
         ,seq
         ,promo
-        --,extract(day from orderdate)
+        --,extract(day from order_date)
-        --,requestdate-orderdate
+        --,request_date-order_date
-        --,shipdate - requestdate
+        --,ship_date - request_date
 )
 ,targm AS (select s, m from mseq where m = 'target_month' )
 ,mmixp AS (
@@ -187,117 +186,50 @@ target AS (select target_volume vincr, target_price pincr)
     abs(seq - targm.s) ASC 
     LIMIT 1
 )
---SELECT * FROM mmixp order by seq asc, vperc desc
+---------------------the role of basemix here is to get non-dated info which is then dated in the next step---------------------
 ,basemix AS (
 SELECT
-        plnt          ---master data 
+        --fspr in next step
-        ,0::numeric(11,0) "ddord#"          --0 
+        o.plnt
-        ,0::numeric(11,0) "dditm#"          --0 
+        --promo in next step
-        ,0::numeric(11,0) "fgbol#"          --0 
+        --terms in next step
-        ,0::numeric(11,0) "fgent#"          --0 
+        ,c.bvterm terms
-        ,0::numeric(9,0) "diinv#"          --0 
+        ,o.bill_cust_descr
-        ,0::numeric(3,0) "dilin#"          --0 
+        ,o.ship_cust_descr
-        ,null::text promo          --history date mix
+        ,o.dsm
-        ,null::text return_reas          --0 
+        ,o.quota_rep_descr
-        ,terms
+        ,o.director
-        ,''::text custpo          --0 
+        ,o.billto_group
-        ,'I' dhincr          --0 
+        ,o.shipto_group
-        ,null::numeric diext
+        ,o.chan
-        ,null::numeric ditdis
+        ,o.chansub
-        ,null::date dcodat          --calculated date mix
+        ,o.chan_retail
-        ,null::date ddqdat          --calculated date mix
+        ,o.part
-        ,null::date dcmdat          --calculated date mix
+        ,o.part_descr
-        ,null::date dhidat          --calculated date mix
+        ,o.part_group
-        ,null::text fspr          --calculated date mix
+        ,o.branding
-        ,remit_to          --master data 
+        ,o.majg_descr
-        ,bill_class          --master data 
+        ,o.ming_descr
-        ,bill_cust          --history cust mix
+        ,o.majs_descr
-        ,bill_rep          --master data 
+        ,o.mins_descr
-        ,bill_terr          --master data 
+        ,o.segm
-        ,ship_class          --master data 
+        ,o.substance
-        ,ship_cust          --history cust mix
+        ,o.fs_line
-        ,ship_rep          --master data 
+        ,o.r_currency
-        ,ship_terr          --master data 
+        ,o.r_rate
-        ,quota_rep          --master data 
+        ,o.c_currency
-        ,account          --master data 
+        ,o.c_rate
-        ,shipgrp          --master data 
+        ,sum(coalesce(o.units,0)) units
-        ,geo          --master data 
+        ,sum(coalesce(o.value_loc,0)) value_loc
-        ,chan          --master data 
+        ,sum(coalesce(o.value_usd,0)) value_usd
-        ,orig_ctry          --master data 
+        ,sum(coalesce(o.cost_loc,0)) cost_loc
-        ,orig_prov          --master data 
+        ,sum(coalesce(o.cost_usd,0)) cost_usd
-        ,orig_post          --master data 
+        ,o.calc_status
-        ,dest_ctry          --master data 
+        ,o.flag
-        ,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(fb_qty,0)) fb_qty          --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(fb_val_loc,0)) fb_val_loc          --history value
-        ,sum(coalesce(fb_val_loc_pl,0)) fb_val_loc_pl          --0 
-        ,calc_status          --0 
-        ,flag          --0 
-        ,null::date orderdate          --history date mix
-        ,null::date requestdate          --history date mix
-        ,null::date shipdate          --history date mix
-        ,null::date adj_orderdate          --history 
-        ,null::date adj_requestdate          --history 
-        ,null::date adj_shipdate          --history 
-        ,'b20' "version"          --calculated 
-        ,'adjustment' iter          --calculated 
-        ---------------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_fcpool
+        rlarp.osm_pool o
+        LEFT OUTER JOIN lgdat.cust c ON
+            c.bvcust = rtrim(substr(o.bill_cust_descr,1,8))
     WHERE
         -----------------scenario----------------------------
         where_clause
@@ -305,217 +237,137 @@ SELECT
         AND CASE (SELECT flag FROM flagv) 
             WHEN 'scale all' THEN true
             WHEN 'scale copy' THEN iter = 'copy'
-            WHEN 'scale new part' THEN iterdef->>'type' = 'new basket'
+            WHEN 'scale new part' THEN module = 'new basket'
         END
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
-        plnt          ---master data 
+        --fspr in next step
-        ,terms
+        o.plnt
-        ,remit_to          --master data 
+        ,c.bvterm
-        ,bill_class          --master data 
+        --promo in next step
-        ,bill_cust          --history cust mix
+        --terms in next step
-        ,bill_rep          --master data 
+        ,o.bill_cust_descr
-        ,bill_terr          --master data 
+        ,o.ship_cust_descr
-        ,ship_class          --master data 
+        ,o.dsm
-        ,ship_cust          --history cust mix
+        ,o.quota_rep_descr
-        ,ship_rep          --master data 
+        ,o.director
-        ,ship_terr          --master data 
+        ,o.billto_group
-        ,quota_rep          --master data 
+        ,o.shipto_group
-        ,account          --master data 
+        ,o.chan
-        ,shipgrp          --master data 
+        ,o.chansub
-        ,geo          --master data 
+        ,o.chan_retail
-        ,chan          --master data 
+        ,o.part
-        ,orig_ctry          --master data 
+        ,o.part_descr
-        ,orig_prov          --master data 
+        ,o.part_group
-        ,orig_post          --master data 
+        ,o.branding
-        ,dest_ctry          --master data 
+        ,o.majg_descr
-        ,dest_prov          --master data 
+        ,o.ming_descr
-        ,dest_post          --master data 
+        ,o.majs_descr
-        ,part          --history part mix
+        ,o.mins_descr
-        ,ord_gldc          --master data 
+        ,o.segm
-        ,majg          --master data 
+        ,o.substance
-        ,ming          --master data 
+        ,o.fs_line
-        ,majs          --master data 
+        ,o.r_currency
-        ,mins          --master data 
+        ,o.r_rate
-        ,gldc          --master data 
+        ,o.c_currency
-        ,glec          --master data 
+        ,o.c_rate
-        ,harm          --master data 
+        ,o.calc_status
-        ,clss          --master data 
+        ,o.flag
-        ,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
 )
 ,vscale AS (
     SELECT
         (SELECT vincr::numeric FROM target) incr
-        ,(SELECT sum(fb_qty) FROM basemix) base
+        ,(SELECT sum(units) FROM basemix) base
-        ,(SELECT vincr::numeric FROM target)/(SELECT sum(fb_qty) FROM basemix) factor
+        ,(SELECT vincr::numeric FROM target)/(SELECT sum(units) FROM basemix) factor
 )
 --select * from SCALE
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
 ,volume AS (
 SELECT
-    b.plnt          --master data 
+    sd.fspr
-    ,b."ddord#"          --0 
+    ,b.plnt
-    ,b."dditm#"          --0 
+    ,m.promo
-    ,b."fgbol#"          --0 
+    ,b.terms
-    ,b."fgent#"          --0 
+    ,b.bill_cust_descr
-    ,b."diinv#"          --0 
+    ,b.ship_cust_descr
-    ,b."dilin#"          --0 
+    ,b.dsm
-    ,m.promo          --history date mix
+    ,b.quota_rep_descr
-    ,b.return_reas          --0 
+    ,b.director
-    ,b.terms          --history cust mix
+    ,b.billto_group
-    ,b.custpo          --0 
+    ,b.shipto_group
-    ,b.dhincr          --0 
+    ,b.chan
-    ,b.diext          --0 
+    ,b.chansub
-    ,b.ditdis          --0 
+    ,b.chan_retail
-    ,b.dcodat          --calculated date mix
+    ,b.part
-    ,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.fb_qty*s.factor*m.momix fb_qty
-    ,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.fb_val_loc*s.factor*m.momix fb_val_loc
-    ,b.fb_val_loc_pl*s.factor*m.momix fb_val_loc_pl
-    ,b.calc_status          --0 
-    ,b.flag          --0 
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) orderdate
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag requestdate
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag shipdate
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) adj_orderdate
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag adj_requestdate
-    ,make_date(mseq.yr + 2020,mseq.cal,m.odom) + rlag + slag adj_shipdate
-    ,'replace_version' "version"          --calculated 
-    ,'replace_source'||' volume'  iter
-    -----------------------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.segm
-    ,b.mod_chansub
+    ,b.substance
-    ,b.quota_rep_descr
+    ,b.fs_line
-    ,b.director_descr
+    ,b.r_currency
-    ,b.fb_val_loc*s.factor*m.momix value_loc
+    ,b.r_rate
-    ,b.fb_val_loc*s.factor*m.momix*r_rate value_usd
+    ,b.c_currency
-    ,b.fb_cst_loc*s.factor*m.momix cost_loc
+    ,b.c_rate
-    ,b.fb_cst_loc*s.factor*m.momix*c_rate cost_usd
+    ,b.units*s.factor*m.momix units
-    ,(b.fb_qty*s.factor*m.momix) units
+    ,b.value_loc*s.factor*m.momix value_loc
+    ,b.value_usd*s.factor*m.momix value_usd
+    ,b.cost_loc*s.factor*m.momix cost_loc
+    ,b.cost_usd*s.factor*m.momix cost_usd
+    ,b.calc_status
+    ,b.flag
+    ,make_date(mseq.yr + 2022,mseq.cal,m.odom) order_date
+    ,od.sspr || ' - ' || to_char(make_date(mseq.yr + 2022,mseq.cal,m.odom),'Mon') order_month
+    ,od.ssyr order_season
+    ,make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag request_date
+    ,rd.sspr || ' - ' ||to_char(make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag,'Mon')  request_month
+    ,rd.ssyr request_season
+    ,make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag + slag ship_date
+    ,sd.sspr || ' - ' || to_char(make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag + slag,'Mon') ship_month
+    ,sd.ssyr ship_season    
+    ,'replace_version' "version"
+    ,'replace_source'||' volume'  iter
+    ,log.id
+    ,COALESCE(log.doc->>'tag','') "tag"
+    ,log.doc->>'message' "comment"
+    ,log.doc->>'type' module
 FROM
     basemix b
     CROSS JOIN vscale s
     CROSS JOIN mmixp m
     CROSS JOIN closest
+    CROSS JOIN log
     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
+        make_date(mseq.yr + 2022,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
+        make_date(mseq.yr + 2022,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
+        make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag + slag BETWEEN sd.sdat AND sd.edat
 WHERE
     m._month = (SELECT _month FROM closest)
 )
 ,pscale AS (
     SELECT
         (SELECT pincr::numeric FROM target) incr
-        ,(SELECT sum(fb_val_loc * r_rate) FROM volume) base
+        ,(SELECT sum(value_loc * r_rate) FROM volume) base
-        ,CASE WHEN (SELECT sum(fb_val_loc * r_rate) FROM volume) = 0 THEN
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
             0
         ELSE
-            ((SELECT pincr::numeric FROM target) - (SELECT sum(fb_val_loc * r_rate) FROM volume))/(SELECT sum(fb_val_loc * r_rate) FROM volume) 
+            ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(value_loc * r_rate) FROM volume) 
         END factor
-        ,CASE WHEN (SELECT sum(fb_val_loc * r_rate) FROM volume) = 0 THEN
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
-            CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum(fb_val_loc * r_rate) FROM volume)) <> 0 THEN
+            CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume)) <> 0 THEN
                 --if the base value is -0- but the target value hasn't been achieved, derive a price to apply
-                ((SELECT pincr::numeric FROM target) - (SELECT sum(fb_val_loc * r_rate) FROM volume))/(SELECT sum(fb_qty) FROM volume)
+                ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(units) FROM volume)
             ELSE
                 0
             END
@@ -525,143 +377,92 @@ WHERE
 )
 ,price AS (
 SELECT
-    b.plnt          --master data 
+    b.fspr
-    ,b."ddord#"          --0 
+    ,b.plnt
-    ,b."dditm#"          --0 
+    ,b.promo
-    ,b."fgbol#"          --0 
+    ,b.terms
-    ,b."fgent#"          --0 
+    ,b.bill_cust_descr
-    ,b."diinv#"          --0 
+    ,b.ship_cust_descr
-    ,b."dilin#"          --0 
+    ,b.dsm
-    ,b.promo          --history date mix
+    ,b.quota_rep_descr
-    ,b.return_reas          --0 
+    ,b.director
-    ,b.terms          --history cust mix
+    ,b.billto_group
-    ,b.custpo          --0 
+    ,b.shipto_group
-    ,b.dhincr          --0 
+    ,b.chan
-    ,b.diext          --0 
+    ,b.chansub
-    ,b.ditdis          --0 
+    ,b.chan_retail
-    ,b.dcodat          --calculated date mix
+    ,b.part
-    ,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 
-    ,0 fb_qty
-    ,0 fb_cst_loc
-    ,0 fb_cst_loc_cur
-    ,0 fb_cst_loc_fut
-    ,b.fb_val_loc*p.factor fb_val_loc
-    ,b.fb_val_loc_pl*p.factor fb_val_loc_pl
-    ,b.calc_status          --0 
-    ,b.flag          --0 
-    ,b.orderdate
-    ,b.requestdate
-    ,b.shipdate
-    ,b.adj_orderdate
-    ,b.adj_requestdate
-    ,b.adj_shipdate
-    ,'replace_version' "version"          --calculated 
-    ,'replace_source'||' price' iter          --calculateds
-    ,'replace_iterdet' iterdet
-    ,$$replace_iterdef$$::jsonb iterdef
-    ,b.order_season
-    ,b.order_month
-    ,b.ship_season
-    ,b.ship_month
-    ,b.request_season
-    ,b.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.segm
-    ,b.mod_chansub
+    ,b.substance
-    ,b.quota_rep_descr
+    ,b.fs_line
-    ,b.director_descr
+    ,b.r_currency
-    ,(CASE WHEN p.factor = 0 THEN b.fb_qty * p.mod_price/b.r_rate ELSE b.fb_val_loc*p.factor END)::numeric value_loc
+    ,b.r_rate
-    ,(CASE WHEN p.factor = 0 THEN b.fb_qty * p.mod_price ELSE b.fb_val_loc*p.factor END)::numeric value_usd
+    ,b.c_currency
-    ,0 cost_loc
+    ,b.c_rate
-    ,0 cost_usd
+    ,0::numeric units
-    ,0 units
+    ,(CASE WHEN p.factor = 0 THEN b.units * p.mod_price/b.r_rate ELSE b.value_loc*p.factor END)::numeric value_loc
+    ,(CASE WHEN p.factor = 0 THEN b.units * p.mod_price ELSE b.value_usd*p.factor END)::numeric value_usd
+    ,0::numeric cost_loc
+    ,0::numeric cost_usd
+    ,b.calc_status
+    ,b.flag
+    ,b.order_date
+    ,b.order_month
+    ,b.order_season
+    ,b.request_date
+    ,b.request_month
+    ,b.request_season
+    ,b.ship_date
+    ,b.ship_month
+    ,b.ship_season    
+    ,'replace_version' "version"
+    ,'replace_source'||' price'  iter
+    ,log.id
+    ,COALESCE(log.doc->>'tag','') "tag"
+    ,log.doc->>'message' "comment"
+    ,log.doc->>'type' module
 FROM
     volume b
     CROSS JOIN pscale p
+    CROSS JOIN log
     WHERE
         p.factor <> 0 or p.mod_price <> 0
 )
 , ins AS (
-    INSERT INTO rlarp.osm_fcpool (SELECT * FROM price UNION ALL SELECT * FROM volume) RETURNING *
+    INSERT INTO rlarp.osm_pool (SELECT * FROM price UNION ALL SELECT * FROM volume) RETURNING *
 )
 ,insagg AS (
     SELECT
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -671,6 +472,10 @@ SELECT
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
         ,sum(value_loc) value_loc
         ,sum(value_usd) value_usd
         ,sum(cost_loc) cost_loc
@@ -679,25 +484,29 @@ SELECT
     FROM
         ins
     GROUP BY
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -707,6 +516,8 @@ GROUP BY
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
 )
---SELECT * FROM insagg
 SELECT json_agg(row_to_json(insagg)) x from insagg

route_sql/adj_totals.sql

@@ -0,0 +1,54 @@
+WITH
+preagg AS (
+SELECT
+    coalesce(director,'None') director
+    ,coalesce(quota_rep_descr,'None') quota_rep_descr
+    ,part
+    ,bill_cust_descr
+    ,ship_cust_descr
+    ,order_month
+    ,doc->>'stamp' stamp
+    ,logid
+    ,tag
+    ,sum(value_usd) FILTER (WHERE iter = 'copy') sales
+    ,sum(cost_usd) FILTER (WHERE iter = 'copy') scogs
+    ,sum(value_usd) FILTER (WHERE iter <> 'copy') sales_adj
+    ,sum(cost_usd) FILTER (WHERE iter <> 'copy') scogs_adj
+FROM
+    rlarp.osm_pool
+    LEFT OUTER JOIN rlarp.osm_log ON
+        id = logid
+WHERE
+    order_season = 2022
+GROUP BY
+    director
+    ,quota_rep_descr
+    ,part
+    ,bill_cust_descr 
+    ,ship_cust_descr 
+    ,order_month
+    ,doc->>'stamp'
+    ,logid
+    ,tag
+)
+SELECT
+    director
+    ,quota_rep_descr
+    ,to_char(sum(sales),'999,999,999') sales
+    ,to_char(sum(sales - scogs),'999,999,999')  margin
+    ,to_char(sum(sales_adj) FILTER (WHERE tag <> 'Initial Build'),'999,999,999')  sales_adj
+    ,to_char(sum(sales_adj - scogs_adj) FILTER (WHERE tag <> 'Initial Build'),'999,999,999')  margin_adj
+    ,count(DISTINCT logid) FILTER (WHERE tag <> 'Initial Build') "# of changes"
+    ,COUNT(logid) FILTER (WHERE tag <> 'Initial Build') "# of rows added"
+    ,(max(stamp) FILTER (WHERE tag <> 'Initial Build'))::timestamptz "last edit"
+FROM
+    preagg
+GROUP BY 
+    GROUPING SETS (
+        (director,quota_rep_descr),
+        (director),
+        ()
+    )
+ORDER BY
+    director
+    ,quota_rep_descr

route_sql/build/last_price.sql

@@ -1,120 +0,0 @@
-BEGIN;
-
-with p 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
-)
---SELECT * FROM p WHERE rn = 1
-,incr AS (
-    SELECT
-        b.plnt
-        ,b."ddord#"
-        ,b."dditm#"
-        ,b."fgbol#"
-        ,b."fgent#"
-        ,b."diinv#"
-        ,b."dilin#"
-        ,b.promo
-        ,b.return_reas
-        ,b.terms
-        ,b.custpo
-        ,b.dhincr
-        ,b.diext
-        ,b.ditdis
-        ,b.dcodat
-        ,b.ddqdat
-        ,b.dcmdat
-        ,b.dhidat
-        ,b.fspr
-        ,b.remit_to
-        ,b.bill_class
-        ,b.bill_cust
-        ,b.bill_rep
-        ,b.bill_terr
-        ,b.ship_class
-        ,b.ship_cust
-        ,b.ship_rep
-        ,b.ship_terr
-        ,b.quota_rep
-        ,b.account
-        ,b.shipgrp
-        ,b.geo
-        ,b.chan
-        ,b.orig_ctry
-        ,b.orig_prov
-        ,b.orig_post
-        ,b.dest_ctry
-        ,b.dest_prov
-        ,b.dest_post
-        ,b.part
-        ,b.ord_gldc
-        ,b.majg
-        ,b.ming
-        ,b.majs
-        ,b.mins
-        ,b.gldc
-        ,b.glec
-        ,b.harm
-        ,b.clss
-        ,b.brand
-        ,b.assc
-        ,b.fs_line
-        ,b.r_currency
-        ,b.r_rate
-        ,b.c_currency
-        ,b.c_rate
-        ,b.ddqtoi
-        ,b.ddqtsi
-        ,b.fgqshp
-        ,b.diqtsh
-        ,0 fb_qty
-        ,0 fb_cst_loc
-        ,0 fb_cst_loc_cur
-        ,0 fb_cst_loc_fut
-        ,b.fb_qty * p.price - b.fb_val_loc fb_val_loc
-        ,0 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"
-        ,'last price paid' iter
-    FROM
-        rlarp.osmfs b
-        INNER JOIN p ON
-            p.part = b.part 
-            AND p.bill_cust = b.bill_cust
-            AND p.ship_cust = b.ship_cust
-            AND p.rn = 1
-    WHERE
-        b.orderdate BETWEEN '2019-03-25' AND '2019-05-31'
-        OR b.orderdate BETWEEN '2020-03-25' AND '2020-05-31'
-)
-, ins AS (
-    INSERT INTO rlarp.osmfs SELECT * FROM incr RETURNING *
-)
-SELECT fspr, sum(fb_val_loc *r_rate) FROM ins GROUP BY fspr;
-
-COMMIT;

route_sql/build/rep_totals.sql

@@ -1,47 +0,0 @@
-WITH
-preagg AS (
-SELECT
-    director_descr
-    ,quota_rep_descr
-    ,part
-    ,bill_cust
-    ,ship_cust
-    ,order_month
-    ,iterdef
-    ,sum(fb_val_loc * r_rate) FILTER (WHERE iter = 'copy') sales
-    ,sum(fb_cst_loc * c_rate) FILTER (WHERE iter = 'copy') scogs
-    ,sum(fb_val_loc * r_rate) FILTER (WHERE iter <> 'copy') sales_adj
-    ,sum(fb_cst_loc * c_rate) FILTER (WHERE iter <> 'copy') scogs_adj
-FROM
-    rlarp.osm_fcpool
-WHERE
-    order_season = 2020
-GROUP BY
-    director_descr
-    ,quota_rep_descr
-    ,part
-    ,bill_cust
-    ,ship_cust
-    ,order_month
-    ,iterdef
-)
-SELECT
-    director_descr
-    ,quota_rep_descr
-    ,to_char(sum(sales),'999,999,999') sales
-    ,to_char(sum(sales - scogs),'999,999,999')  margin
-    ,to_char(sum(sales_adj),'999,999,999')  sales_adj
-    ,to_char(sum(sales_adj - scogs_adj),'999,999,999')  margin_adj
-    ,count(iterdef) "# of changes"
-    ,(max(iterdef->>'stamp'))::timestamptz "last edit"
-FROM
-    preagg
-GROUP BY 
-    GROUPING SETS (
-        (director_descr,quota_rep_descr),
-        (director_descr),
-        ()
-    )
-ORDER BY
-    director_descr
-    ,quota_rep_descr

route_sql/get_pool.sql

@@ -6,20 +6,21 @@ SELECT
     ,ship_cust_descr
     ,shipto_group
     ,quota_rep_descr
-    ,director_descr
+    ,director
     ,segm
-    ,mod_chan
+    ,substance
-    ,mod_chansub
+    ,chan
+    ,chansub
     ---------product info------------------
     ,majg_descr
     ,ming_descr
     ,majs_descr
     ,mins_descr
-    ,brand
+    --,brand
-    ,part_family
+    --,part_family
     ,part_group
     ,branding
-    ,color
+    --,color
     ,part_descr
     ---------dates-------------------------
     ,order_season
@@ -29,16 +30,19 @@ SELECT
     ,request_season
     ,request_month
     ,promo
-    ,version
-    ,iter
     --------values-------------------------
     ,sum(value_loc) value_loc
     ,sum(value_usd) value_usd
     ,sum(cost_loc) cost_loc
     ,sum(cost_usd) cost_usd
     ,sum(units) units
+    ,version
+    ,iter
+    ,logid
+    ,tag
+    ,comment
 FROM
-    rlarp.osm_fcpool
+    rlarp.osm_pool
 WHERE
     quota_rep_descr = 'rep_replace'
 GROUP BY
@@ -48,20 +52,21 @@ GROUP BY
     ,ship_cust_descr
     ,shipto_group
     ,quota_rep_descr
-    ,director_descr
+    ,director
     ,segm
-    ,mod_chan
+    ,substance
-    ,mod_chansub
+    ,chan
+    ,chansub
     ---------product info------------------
     ,majg_descr
     ,ming_descr
     ,majs_descr
     ,mins_descr
-    ,brand
+    --,brand
-    ,part_family
+    --,part_family
     ,part_group
     ,branding
-    ,color
+    --,color
     ,part_descr
     ---------dates-------------------------
     ,order_season
@@ -73,6 +78,10 @@ GROUP BY
     ,promo
     ,version
     ,iter
+    ,logid
+    ,tag
+    ,comment
+    ,substance
 )
 SELECT
     json_agg(row_to_json(rows)) x

route_sql/list_changes.sql

@@ -1,21 +1,31 @@
 WITH
-list AS (
+agg as (
 SELECT
-    iterdef->>'user' "user",
+    ol.doc->>'user' "user"
-    iterdef->>'stamp' "stamp",
+    ,quota_rep_descr 
-    iterdef->>'mesasage' "comment",
+    ,to_char((ol.doc->>'stamp')::timestamptz,'Mon-DD HH24:MI:SS') stamp
-    round(SUM(fb_val_loc * r_rate)::numeric,2) sales,
+    ,ol.doc->>'tag' tag
-    jsonb_pretty(iterdef) def
+    ,ol.doc->>'message' "comment"
-FROM
+    ,jsonb_pretty(ol.doc) doc
-    rlarp.osm_fcpool
+    ,ol.id
+    ,to_char(round(sum(value_usd),2),'$999,999,999D00') sales
+from
+    rlarp.osm_log ol
+    inner join rlarp.osm_pool on
+        id = logid
 WHERE
-    iterdef IS NOT NULL
+    quota_rep_descr = 'replace_user'
-    AND iterdef @> $$replace_user$$::jsonb
+    AND tag NOT IN ('Initial Build','last price')
-GROUP BY
+group BY
-    iterdef->>'user',
+    ol.doc->>'user'
-    iterdef->>'stamp',
+    ,quota_rep_descr 
-    iterdef->>'message',
+    ,ol.doc->>'stamp'
-    iterdef
+    ,ol.doc->>'tag'
+    ,ol.doc->>'comment'
+    ,jsonb_pretty(ol.doc)
+    ,ol.id
+ORDER BY
+    (ol.doc->>'stamp')::timestamptz desc
 )
 SELECT
-    jsonb_agg(row_to_json(list)::jsonb) x from list
+    jsonb_agg(row_to_json(agg)::jsonb ORDER BY agg.stamp desc) x from agg

route_sql/new_basket.sql

@@ -13,10 +13,12 @@ target AS (select $$replace_request$$::json def)
         ,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
+        ,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5  ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'FM00') SSPR
+        ,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5  ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'FM00') || ' - '|| TO_CHAR(n1ed01,'FMMon') SORTMO
     FROM
         LGDAT.GLDATREF
         INNER JOIN LGDAT.GLDATE ON
@@ -30,18 +32,18 @@ target AS (select $$replace_request$$::json def)
     SELECT * FROM
     (
         VALUES
-        ('Jun',1,6,-1)
+        ('01 - Jun',1,6,-1)
-        ,('Jul',2,7,-1)
+        ,('02 - Jul',2,7,-1)
-        ,('Aug',3,8,-1)
+        ,('03 - Aug',3,8,-1)
-        ,('Sep',4,9,-1)
+        ,('04 - Sep',4,9,-1)
-        ,('Oct',5,10,-1)
+        ,('05 - Oct',5,10,-1)
-        ,('Nov',6,11,-1)
+        ,('06 - Nov',6,11,-1)
-        ,('Dec',7,12,-1)
+        ,('07 - Dec',7,12,-1)
-        ,('Jan',8,1,0)
+        ,('08 - Jan',8,1,0)
-        ,('Feb',9,2,0)
+        ,('09 - Feb',9,2,0)
-        ,('Mar',10,3,0)
+        ,('10 - Mar',10,3,0)
-        ,('Apr',11,4,0)
+        ,('11 - Apr',11,4,0)
-        ,('May',12,5,0)
+        ,('12 - May',12,5,0)
     ) x(m,s,cal,yr)
 )
 ,SEG AS (
@@ -51,7 +53,8 @@ target AS (select $$replace_request$$::json def)
     FROM
         (
             VALUES
-            ('1CU','Retail'),
+            ('1SU','Sustainable'),
+            ('1CU','Sustainable'),
             ('1GR','Greenhouse'),
             ('1NU','Nursery'),
             ('1RE','Retail'),
@@ -67,33 +70,10 @@ target AS (select $$replace_request$$::json def)
             ('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
+        ,c.a30 rname
         ,LTRIM(RTRIM(C.A9)) || ' - ' || C.A30 REPP
         ,COALESCE(Q.DIR,'Other') DIRECTOR
     FROM
@@ -103,46 +83,6 @@ target AS (select $$replace_request$$::json def)
     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,
@@ -167,14 +107,15 @@ target AS (select $$replace_request$$::json def)
     SELECT
         promo
         ,terms
+        ,r_currency
         ,order_month
         ,mseq.s seq
-        ,orderdate
+        ,order_date
-        ,requestdate
+        ,request_date
-        ,shipdate
+        ,ship_date
         ,sum(value_usd) value_usd
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool
         LEFT OUTER JOIN mseq ON
             mseq.m = order_month
     WHERE
@@ -183,50 +124,57 @@ target AS (select $$replace_request$$::json def)
         --probably dont want to include adjustments that have blown away volume and good sources of dating info
         -----------------additional params-------------------
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
         promo
         ,terms
+        ,r_currency
         ,order_month
         ,mseq.s
-        ,orderdate
+        ,order_date
-        ,requestdate
+        ,request_date
-        ,shipdate
+        ,ship_date
     HAVING
         sum(value_usd) <> 0
 )
 --select * from alldates
 ,dom AS (
     SELECT
-        extract(day FROM orderdate) DOM
+        extract(day FROM order_date) DOM
         ,sum(value_usd) value_usd
     FROM
         alldates
     GROUP BY
-        extract(day FROM orderdate)
+        extract(day FROM order_date)
 )
+--select * from dom
 ---------------------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
+        to_char(order_date,'Mon') _month
         ,seq
         ,promo
-        ,sum(extract(day from orderdate)*value_usd) dom_wa
+        ,terms
-        --,requestdate-orderdate rlag
+        ,(SELECT r_currency FROM alldates GROUP BY r_currency ORDER BY SUM(value_usd) DESC LIMIT 1) r_currency
-        ,sum((requestdate-orderdate)*(value_usd)) rlag_wa
+        --should terms be included here?
-        --,shipdate - requestdate slag
+        ,sum(extract(day from order_date)*value_usd) dom_wa
-        ,sum((shipdate - requestdate)*(value_usd)) slag_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(orderdate,'Mon')
+        to_char(order_date,'Mon')
         ,seq
         ,promo
-        --,extract(day from orderdate)
+        ,terms
-        --,requestdate-orderdate
+        --,extract(day from order_date)
-        --,shipdate - requestdate
+        --,request_date-order_date
+        --,ship_date - request_date
 )
+--select * from mmix
 ,targm AS (
     SELECT
         je.key as month
@@ -242,11 +190,14 @@ target AS (select $$replace_request$$::json def)
         LEFT OUTER JOIN mseq ON
             mseq.m = je.key
 )
+--select * from targm
 ,mmixp AS (
     SELECT
         _month
         ,seq
         ,promo
+        ,terms
+        ,r_currency
         ,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
@@ -255,6 +206,7 @@ target AS (select $$replace_request$$::json def)
     FROM
         mmix
 )
+--select * from mmixp 
 --month cross join mix
 ,mxm AS (
 SELECT
@@ -269,6 +221,8 @@ SELECT
     ,x.rlag
     ,x.slag
     ,x.promo
+    ,x.terms
+    ,x.r_currency
 FROM
     targm t
     LEFT OUTER JOIN mmixp x ON
@@ -286,114 +240,26 @@ FROM
 --this basemix is probably join going to be part-bill-ship with all master data joined later since it is not known if any original is salvaged
 ,basemix AS (
 SELECT
-        null::text plnt          ---master data 
+        sd.fspr
-        ,0::numeric(11,0) "ddord#"
+        ,mxm.promo
-        ,0::numeric(11,0) "dditm#"
+        ,mxm.terms
-        ,0::numeric(11,0) "fgbol#"
+        ,mxm.r_currency
-        ,0::numeric(11,0) "fgent#"
-        ,0::numeric(9,0) "diinv#"
-        ,0::numeric(3,0) "dilin#"
-        ,mxm.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
-        ,sd.fspr
-        ,null::text remit_to
-        ,null::text bill_class
-        ,(regexp_match(jr.bill_cust_descr,'(.*?)(?= - |$)'))[1] bill_cust
-        ,null:: text bill_rep
-        ,null::text bill_terr
-        ,null::text ship_class
-        ,(regexp_match(jr.ship_cust_descr,'(.*?)(?= - |$)'))[1] ship_cust
-        ,null::text ship_rep
-        ,null::text ship_terr
-        ,null::text quota_rep
-        ,null::text account
-        ,null::text shipgrp
-        ,null::text geo
-        ,null::text chan
-        ,null::text orig_ctry
-        ,null::text orig_prov
-        ,null::text orig_post
-        ,null::text dest_ctry
-        ,null::text dest_prov
-        ,null::text dest_post
-        ,(regexp_match(jr.part_descr,'(.*?)(?= - |$)'))[1] part
-        ,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
-        ,'41010'::text fs_line
-        ,null::text r_currency
-        ,null::numeric 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
-        ,mxm.qty*mxm.momix*jr.mix fb_qty          --history value
-        ,0::numeric fb_cst_loc          --history part mix
-        ,0::numeric fb_cst_loc_cur
-        ,0::numeric fb_cst_loc_fut
-        ,mxm.amount*mxm.momix*jr.mix fb_val_loc          --history value
-        ,0::numeric fb_val_loc_pl
-        ,''::text calc_status
-        ,''::text 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
-        ,jr.part_descr part_descr
-        ,null::text part_family
-        ,null::text part_group
-        ,null::text branding
-        ,null::text color
-        ,null::text segm
         ,jr.bill_cust_descr
-        ,null::text billto_group
         ,jr.ship_cust_descr
-        ,null::text shipto_group
+        ,rtrim((regexp_match(jr.part_descr,'(.*?)(?= - |$)'))[1]) part
-        ,null::text majg_descr
+        ,jr.part_descr
-        ,null::text ming_descr
+        ,substring(jr.part_descr,1,8) part_group
-        ,null::text majs_descr
+        ,mxm.qty*mxm.momix*jr.mix units
-        ,null::text mins_descr
+        ,mxm.amount*mxm.momix*jr.mix value_usd --assume that target dollars are USD
-        ,null::text mod_chan
+        ,make_date(mxm.yr + 2022,mxm.cal,mxm.odom) order_date
-        ,null::text mod_chansub
+        ,od.sortmo order_month
-        ,null::text quota_rep_descr
+        ,od.ssyr order_season
-        ,null::text director_descr
+        ,make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag request_date
-        ,null::numeric value_loc
+        ,rd.sortmo request_month
-        ,null::numeric value_usd
+        ,rd.ssyr request_season
-        ,null::numeric cost_loc
+        ,make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag + slag ship_date
-        ,null::numeric cost_usd
+        ,sd.sortmo ship_month
-        ,null::numeric units
+        ,sd.ssyr ship_season
         ,jr.mix
     FROM
         target
@@ -401,220 +267,137 @@ SELECT
         JOIN LATERAL json_to_record(ae.e) as jr(part_descr text, bill_cust_descr text, ship_cust_descr text, mix numeric) ON true
         CROSS JOIN mxm
         LEFT OUTER JOIN gld od ON
-            make_date(mxm.yr + 2020,mxm.cal,mxm.odom) BETWEEN od.sdat AND od.edat
+            od.drange @> make_date(mxm.yr + 2022,mxm.cal,mxm.odom)
         LEFT OUTER JOIN gld rd ON
-            make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag BETWEEN rd.sdat AND rd.edat
+            rd.drange @> (make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag)
         LEFT OUTER JOIN gld sd ON
-            make_date(mxm.yr + 2020,mxm.cal,mxm.odom) + rlag + slag BETWEEN sd.sdat AND sd.edat
+            sd.drange @> (make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag + slag)
 )
 --SELECT * FROM basemix
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
 ,final AS (
 SELECT
-    COALESCE(m.avdplt,p.awdplt) plnt          --master data 
+    b.fspr
-    ,b."ddord#"
+    ,i.dplt plnt
-    ,b."dditm#"
+    ,b.promo
-    ,b."fgbol#"
+    ,COALESCE(b.terms,bc.bvterm) terms
-    ,b."fgent#"
+    ,b.bill_cust_descr
-    ,b."diinv#"
+    ,b.ship_cust_descr
-    ,b."dilin#"
+    ,(SELECT max(rcode) FROM repc WHERE rname = log.doc->'scenario'->>'quota_rep_descr') dsm
-    ,b.promo          --history 
+    ,log.doc->'scenario'->>'quota_rep_descr' quota_rep_descr
-    ,b.return_reas
+    ,(SELECT max(director) FROM repc WHERE rname = log.doc->'scenario'->>'quota_rep_descr') director
-    ,bc.bvterm terms          --history cust mix
+    ,COALESCE(CASE bc.BVADR6 WHEN '' THEN bc.BVNAME ELSE bc.BVADR6 END,b.bill_cust_descr) billto_group
-    ,b.custpo
+    ,COALESCE(CASE sc.BVADR6 WHEN '' THEN sc.BVNAME ELSE sc.BVADR6 END,b.ship_cust_descr) shipto_group
-    ,b.dhincr
+    ,CASE SUBSTRING(bc.bvclas,2,3) 
-    ,b.diext
+        --if the bill to class is ditsributor, then it's either warehouse or drop
-    ,b.ditdis
+        WHEN 'DIS' THEN
-    ,b.dcodat
+            --if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
-    ,b.ddqdat
+            CASE SUBSTRING(sc.bvclas,2,3)
-    ,b.dcmdat
+                WHEN 'DIS' THEN 'WHS'
-    ,b.dhidat
+                ELSE 'DRP'
-    ,b.fspr
-    ,bc.bvcomp remit_to          --master data 
-    ,bc.bvclas bill_class          --master data 
-    ,b.bill_cust          --history cust mix
-    ,bc.bvsalm bill_rep          --master data 
-    ,bc.bvterr bill_terr          --master data 
-    ,sc.bvclas ship_class          --master data 
-    ,b.ship_cust          --history cust mix
-    ,sc.bvsalm ship_rep          --master data 
-    ,sc.bvterr ship_terr          --master data 
-    --quota rep--------------------------------------------
-    ,RTRIM(
-        COALESCE(
-            --retail items go to currep, or if null go to 90005
-            CASE WHEN COALESCE(avgled,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
+            --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 chan
+    ,CASE SUBSTRING(bc.bvclas,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(sc.bvclas,2,3)
+                WHEN 'DIS' THEN 'WHS'
+                ELSE CASE SUBSTRING(sc.bvclas,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
             END
-            ELSE
+        WHEN 'MAS' THEN 'RMN'
-                CASE WHEN COALESCE(avming,awming) = 'B52' THEN 
+        WHEN 'NAT' THEN 'RMN'
-                    'PW'
+        ELSE CASE SUBSTRING(sc.bvclas,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
-                --gdir, ndir go to bill-to rep
+    END chansub
-                ELSE 
+    ,null::text chan_retail
-                    CASE WHEN bc.bvclas IN ('GDIR','NDIR') THEN 
+    ,b.part
-                        bc.bvsalm
+    ,b.part_descr
-                    ELSE
+    ,b.part_group
-                        sc.bvsalm
+    ,i.branding
-                    END
+    ,i.majg||' - '||i.majgd majg_descr
-                END
+    ,i.ming||' - '||i.mingd ming_descr
-            END
+    ,i.majs||' - '||i.majsd majs_descr
-            ,''
+    ,i.mins||' - '||i.minsd mins_descr
-        )
+    ,seg.segm
-    ) quota_rep
+    ,CASE WHEN i.majg = '610' THEN 'Fiber' ELSE 'Plastic' END substance
-    ,coalesce(cg.cgrp,bc.bvname) account
+    ,'41010' fs_line          --master data
-    ,coalesce(sg.cgrp,sc.bvname) shipgrp
+    ,b.r_currency          --history cust mix
-    ,coalesce(t.geo,'UNDEFINED') geo
-    ,coalesce(c.chan,'UNDEFINED') chan
-    ,ad.qzcryc orig_ctry
-    ,ad.qzprov orig_prov
-    ,ad.qzpost orig_post
-    ,sc.bvctry dest_ctry
-    ,sc.bvprcd dest_prov
-    ,sc.bvpost dest_post
-    ,b.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 
-    ,bc.bvcurr r_currency          --history cust mix
     ,rx.rate r_rate          --master data
     ,copr.curr c_currency          --master data
     ,cx.rate c_rate          --master data
-    ,b.ddqtoi
+    ,b.units
-    ,b.ddqtsi
+    ,b.value_usd / COALESCE(rx.rate,1)      --b.value is denominated in USD, need to apply currency to get to local, assume 1 if using a fake customer
-    ,b.fgqshp
+    ,b.value_usd value_usd     --b.value is already denominated in usd
-    ,b.diqtsh
+    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.units cost_loc
-    ,b.fb_qty
+    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.units*cx.rate cost_usd
-    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty fb_cst_loc
+    ,'CLOSED' calc_status
-    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty fb_cst_loc_cur
+    ,'SHIPMENT' flag
-    ,COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.fb_qty fb_cst_loc_fut
+    ,b.order_date
-    ,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.order_season
-    ,b.ship_month
+    ,b.request_date
-    ,b.request_season
     ,b.request_month
-    ,b.part_descr
+    ,b.request_season
-    ,SUBSTR(b.part,1,3)||coalesce(' - '||F.DESCR,'') part_family
+    ,b.ship_date
-    ,SUBSTRING(b.part,1,8)||coalesce(' - '||MD.DESCR,'') part_group
+    ,b.ship_month
-    ,COALESCE(MG.GRP,'Unbranded') branding
+    ,b.ship_season
-    ,CASE WHEN substring(COALESCE(m.avgled, p.awgled),1,1) <= '2' THEN SUBSTRING(b.part,9,3) ELSE '' END color
+    ,'replace_version' "version"
-    ,COALESCE(SEG.SEGM,'Other') segm
+    ,'replace_source'||' volume'  iter
-    ,b.bill_cust_descr
+    ,log.id
-    ,coalesce(cg.cgrp,bc.bvname) billto_group
+    ,COALESCE(log.doc->>'tag','') "tag"
-    ,b.ship_cust_descr
+    ,log.doc->>'message' "comment"
-    ,coalesce(sg.cgrp,sc.bvname) shipto_group
+    ,log.doc->>'type' module
-    ,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 c.RETAIL
-        ELSE coalesce(c.chan,'UNDEFINED')
-    END mod_chan
-    ,CASE COALESCE(SEG.SEGM,'Other')
-        WHEN 'Retail' THEN c.RETAILSUB
-        ELSE ''
-    END mod_chansub
-    ,repc.repp quota_rep_descr
-    ,repc.director director_descr
-    ,b.fb_val_loc value_loc
-    ,b.fb_val_loc * rx.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
     basemix b
-    LEFT OUTER JOIN LGDAT.STKMM M ON
+    CROSS JOIN log
-        M.AVPART = b.PART
+    LEFT OUTER JOIN rlarp.itemmv i ON
-    LEFT OUTER JOIN LGDAT.STKMP P ON
+        i.item = b.part
-        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)
+        SEG.GLEC = i.glec
         --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 LGDAT.CUST BC ON
-        BC.BVCUST = b.BILL_CUST
+        BC.BVCUST = rtrim(substring(b.bill_cust_descr,1,8))
     LEFT OUTER JOIN LGDAT.CUST SC ON
-        SC.BVCUST = b.SHIP_CUST
+        SC.BVCUST = rtrim(substring(b.ship_cust_descr,1,8))
-    LEFT OUTER JOIN RLARP.FFCHNL c ON
-        c.BILL = bc.bvclas
-        AND c.SHIP = sc.bvclas
-    LEFT OUTER JOIN rlarp.ffterr t ON
-            t.prov = sc.bvprcd AND
-            t.ctry = sc.bvctry
-    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(avgled,awgled) IN ('1RE','1CU') THEN
+                        CASE WHEN i.glec IN ('1RE','1CU') THEN
                             CASE WHEN bc.bvctry = 'CAN' THEN
                                 --Rachel Bowman
                                 '50300'
                             ELSE
-                    --retail chain got to Mark Wilkinson
+                                --select customers go to select reps
-                    CASE COALESCE(cg.cgrp,bc.bvname)
+                                CASE CASE bc.BVADR6 WHEN '' THEN bc.BVNAME ELSE bc.BVADR6 END
-                        WHEN 'THE HOME DEPOT' THEN '90005'
+                                    ------Alecia Latini-------------------------------
-                        WHEN 'DO IT BEST' THEN '90005'
+                                    WHEN 'DO IT BEST' THEN '90006'
-                        WHEN 'ACE HARDWARE' THEN '90005'
+                                    WHEN 'ACE HARDWARE' THEN '90006'
-                        WHEN 'ALDI' THEN '90005'
+                                    WHEN 'ALDI' THEN '90006'
-                        WHEN 'AMAZON.COM' THEN '90005'
+                                    WHEN 'AMAZON.COM' THEN '90006'
-                        WHEN 'GARDEN RIDGE CORP' THEN '90005'
+                                    WHEN 'GARDEN RIDGE CORP' THEN '90006' --AKA "At Home"
-                        --all other retail goes to Doran Marable
+                                    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 COALESCE(avming,awming) = 'B52' THEN 
+                            CASE WHEN i.MING = 'B52' THEN 
                                 'PW'
                             --gdir, ndir go to bill-to rep
                             ELSE 
@@ -625,119 +408,59 @@ FROM
                                 END
                             END
                         END
-            ,''
                     )
-    )
-    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
+        AND im.cgplnt = i.dplt
     LEFT OUTER JOIN lgdat.icstp ip ON
         ip.chpart = b.part
-        AND ip.chplnt = a.v6plnt
+        AND ip.chplnt = i.dplt
     LEFT OUTER JOIN lgdat.icstr ir ON
         ir.y0part = b.part
-        AND ir.y0plnt = a.v6plnt
+        AND ir.y0plnt = i.dplt
     LEFT OUTER JOIN lgdat.plnt ON
-        yaplnt = a.v6plnt
+        yaplnt = i.dplt
     LEFT OUTER JOIN copr ON
         copr.comp = yacomp::text
     LEFT OUTER JOIN rlarp.ffcret cx ON
-        cx.perd = '1910'
+        cx.perd = '2101'
-        AND cx.rtyp = 'MA'
+        AND cx.rtyp = 'BG'
         AND cx.fcur = copr.curr
         AND cx.tcur = 'US'
     LEFT OUTER JOIN rlarp.ffcret rx ON
-        rx.perd = '1910'
+        rx.perd = '2101'
-        AND rx.rtyp = 'MA'
+        AND rx.rtyp = 'BG'
-        AND rx.fcur = bc.bvcurr
+        AND rx.fcur = COALESCE(bc.bvcurr,b.r_currency)
         AND rx.tcur = 'US'
-    LEFT OUTER JOIN LGDAT.ADRS AD ON
-            AD.QZADR = plnt."yaadr#"
 )
-/*
-,clone_part_meta AS (
-    SELECT
-        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.segm     
-        ,b.majg_descr
-        ,b.ming_descr
-        ,b.majs_descr
-        ,b.mins_descr
-        ,b.quota_rep
-        ,sum(fb_val_loc * r_rate) agg
-    FROM
-        rlarp.osm_fcpool b
-    WHERE
-        -----------------scenario----------------------------
-        where_clause
-        --probably dont want to include adjustments that have blown away volume and good sources of dating info
-        -----------------additional params-------------------
-        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
-    GROUP BY
-        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.segm     
-        ,b.majg_descr
-        ,b.ming_descr
-        ,b.majs_descr
-        ,b.mins_descr
-        ,b.quota_rep
-    ORDER BY
-        agg desc
-)
-*/
 , ins AS (
-    INSERT INTO rlarp.osm_fcpool SELECT * FROM final RETURNING *
+    INSERT INTO rlarp.osm_pool SELECT * FROM final RETURNING *
 )
 ,insagg AS (
     SELECT
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -747,6 +470,10 @@ SELECT
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
         ,sum(value_loc) value_loc
         ,sum(value_usd) value_usd
         ,sum(cost_loc) cost_loc
@@ -755,25 +482,29 @@ SELECT
     FROM
         ins
     GROUP BY
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -783,5 +514,8 @@ GROUP BY
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
 )
 SELECT json_agg(row_to_json(insagg)) x from insagg

route_sql/scale_pd.sql

@@ -2,156 +2,84 @@ WITH
 target AS (select target_increment incr)
 ,basemix AS (
     SELECT
-        plnt          ---master data 
+        fspr
-        ,0::numeric(11,0) "ddord#"          --0 
+        ,plnt          ---master data 
-        ,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 
         ,promo          --history date mix
-        ,null::text return_reas          --0 
         ,terms
-        ,''::text custpo          --0 
+        ,bill_cust_descr          --history cust mix
-        ,'I' dhincr          --0 
+        ,ship_cust_descr          --history cust mix
-        ,null::numeric diext
+        ,dsm
-        ,null::numeric ditdis
+        ,quota_rep_descr          --master data 
-        ,null::date dcodat          --calculated date mix
+        ,director
-        ,null::date ddqdat          --calculated date mix
+        ,billto_group          --master data 
-        ,null::date dcmdat          --calculated date mix
+        ,shipto_group
-        ,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 
+        ,chansub
-        ,orig_prov          --master data 
+        ,chan_retail
-        ,orig_post          --master data 
+        ,part
-        ,dest_ctry          --master data 
+        ,part_descr
-        ,dest_prov          --master data 
+        ,part_group
-        ,dest_post          --master data 
+        ,branding
-        ,part          --history part mix
+        ,majg_descr
-        ,ord_gldc          --master data 
+        ,ming_descr
-        ,majg          --master data 
+        ,majs_descr
-        ,ming          --master data 
+        ,mins_descr
-        ,majs          --master data 
+        ,segm
-        ,mins          --master data 
+        ,substance
-        ,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 
+        ,sum(coalesce(units,0)) units          --history value
-        ,0::numeric(15,5) ddqtsi          --0 
+        ,sum(coalesce(value_loc,0)) value_loc          --history value
-        ,0::numeric(15,5) fgqshp          --0 
+        ,sum(coalesce(value_usd,0)) value_usd          --0 
-        ,0::numeric(15,5) diqtsh          --0 
+        ,sum(coalesce(cost_loc,0)) cost_loc          --history part mix
-        ,sum(coalesce(fb_qty,0)) fb_qty          --history value
+        ,sum(coalesce(cost_usd,0)) cost_usd
-        ,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(fb_val_loc,0)) fb_val_loc          --history value
-        ,sum(coalesce(fb_val_loc_pl,0)) fb_val_loc_pl          --0 
         ,calc_status          --0 
         ,flag          --0 
-        ,orderdate          --history date mix
+        ,order_date          --history date mix
-        ,requestdate          --history date mix
-        ,shipdate          --history date mix
-        ,adj_orderdate          --history 
-        ,adj_requestdate          --history 
-        ,adj_shipdate          --history 
-        ,'b20' "version"          --calculated 
-        ,'adjustment' iter          --calculated 
-        ---------------ui columns-------------------------
-        ,order_season
         ,order_month
-        ,ship_season
+        ,order_season
-        ,ship_month
+        ,request_date          --history date mix
-        ,request_season
         ,request_month
-        ,part_descr
+        ,request_season
-        ,part_family
+        ,ship_date          --history date mix
-        ,part_group
+        ,ship_month
-        ,branding
+        ,ship_season
-        ,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_fcpool
+        rlarp.osm_pool
     WHERE
         -----------------scenario----------------------------
         where_clause
         -----------------additional params-------------------
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
-        plnt          ---master data 
+                fspr
-        ,promo
+        ,plnt          ---master data 
+        ,promo          --history date mix
         ,terms
-        ,remit_to          --master data 
+        ,bill_cust_descr          --history cust mix
-        ,bill_class          --master data 
+        ,ship_cust_descr          --history cust mix
-        ,bill_cust          --history cust mix
+        ,dsm
-        ,bill_rep          --master data 
+        ,quota_rep_descr          --master data 
-        ,bill_terr          --master data 
+        ,director
-        ,ship_class          --master data 
+        ,billto_group          --master data 
-        ,ship_cust          --history cust mix
+        ,shipto_group
-        ,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 
+        ,chansub
-        ,orig_prov          --master data 
+        ,chan_retail
-        ,orig_post          --master data 
+        ,part
-        ,dest_ctry          --master data 
+        ,part_descr
-        ,dest_prov          --master data 
+        ,part_group
-        ,dest_post          --master data 
+        ,branding
-        ,part          --history part mix
+        ,majg_descr
-        ,ord_gldc          --master data 
+        ,ming_descr
-        ,majg          --master data 
+        ,majs_descr
-        ,ming          --master data 
+        ,mins_descr
-        ,majs          --master data 
+        ,segm
-        ,mins          --master data 
+        ,substance
-        ,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 
@@ -159,51 +87,29 @@ SELECT
         ,c_rate          --master data 
         ,calc_status          --0 
         ,flag          --0 
-        ,orderdate          --history date mix
+        ,order_date          --history date mix
-        ,requestdate          --history date mix
-        ,shipdate          --history date mix
-        ,adj_orderdate          --history 
-        ,adj_requestdate          --history 
-        ,adj_shipdate          --history 
-        ---------------ui columns-------------------------
-        ,order_season
         ,order_month
-        ,ship_season
+        ,order_season
-        ,ship_month
+        ,request_date          --history date mix
-        ,request_season
         ,request_month
-        ,part_descr
+        ,request_season
-        ,part_family
+        ,ship_date          --history date mix
-        ,part_group
+        ,ship_month
-        ,branding
+        ,ship_season
-        ,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(fb_val_loc * r_rate) FROM basemix) base
+        ,(SELECT sum(value_loc * r_rate) FROM basemix) base
-        ,CASE WHEN (SELECT sum(fb_val_loc * r_rate) FROM basemix) = 0 THEN
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM basemix) = 0 THEN
             0
         ELSE
-            (SELECT incr::numeric FROM target)/(SELECT sum(fb_val_loc * r_rate) FROM basemix) 
+            (SELECT incr::numeric FROM target)/(SELECT sum(value_loc * r_rate) FROM basemix) 
         END factor
-        ,CASE WHEN (SELECT sum(fb_val_loc * r_rate) FROM basemix) = 0 THEN
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM basemix) = 0 THEN
-            CASE WHEN ((SELECT incr::numeric FROM target) - (SELECT sum(fb_val_loc * r_rate) FROM basemix)) <> 0 THEN
+            CASE WHEN ((SELECT incr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM basemix)) <> 0 THEN
                 --if the base value is -0- but the target value hasn't been achieved, derive a price to apply
-                ((SELECT incr::numeric FROM target) - (SELECT sum(fb_val_loc * r_rate) FROM basemix))/(SELECT sum(fb_qty) FROM basemix)
+                ((SELECT incr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM basemix))/(SELECT sum(units) FROM basemix)
             ELSE
                 0
             END
@@ -211,149 +117,98 @@ SELECT
             0
         END mod_price
 )
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
 ,final AS (
     SELECT
-    b.plnt          --master data 
+        fspr
-    ,b."ddord#"          --0 
+        ,plnt          ---master data 
-    ,b."dditm#"          --0 
+        ,promo          --history date mix
-    ,b."fgbol#"          --0 
+        ,terms
-    ,b."fgent#"          --0 
+        ,bill_cust_descr          --history cust mix
-    ,b."diinv#"          --0 
+        ,ship_cust_descr          --history cust mix
-    ,b."dilin#"          --0 
+        ,dsm
-    ,b.promo          --history date mix
+        ,quota_rep_descr          --master data 
-    ,b.return_reas          --0 
+        ,director
-    ,b.terms          --history cust mix
+        ,billto_group          --master data 
-    ,b.custpo          --0 
+        ,shipto_group
-    ,b.dhincr          --0 
+        ,chan          --master data 
-    ,b.diext          --0 
+        ,chansub
-    ,b.ditdis          --0 
+        ,chan_retail
-    ,b.dcodat          --calculated date mix
+        ,part
-    ,b.ddqdat          --calculated date mix
+        ,part_descr
-    ,b.dcmdat          --calculated date mix
+        ,part_group
-    ,b.dhidat          --calculated date mix
+        ,branding
-    ,b.fspr          --calculated date mix
+        ,majg_descr
-    ,b.remit_to          --master data 
+        ,ming_descr
-    ,b.bill_class          --master data 
+        ,majs_descr
-    ,b.bill_cust          --history cust mix
+        ,mins_descr
-    ,b.bill_rep          --master data 
+        ,segm
-    ,b.bill_terr          --master data 
+        ,substance
-    ,b.ship_class          --master data 
+        ,fs_line          --master data 
-    ,b.ship_cust          --history cust mix
+        ,r_currency          --history cust mix
-    ,b.ship_rep          --master data 
+        ,r_rate          --master data 
-    ,b.ship_terr          --master data 
+        ,c_currency          --master data 
-    ,b.quota_rep          --master data 
+        ,c_rate          --master data 
-    ,b.account          --master data 
+        ,0::numeric units
-    ,b.shipgrp          --master data 
+        ,(CASE WHEN s.factor = 0 THEN b.units * s.mod_price/b.r_rate ELSE b.value_loc*s.factor END)::numeric value_loc
-    ,b.geo          --master data 
+        ,(CASE WHEN s.factor = 0 THEN b.units * s.mod_price ELSE b.value_usd*s.factor END)::numeric value_usd
-    ,b.chan          --master data 
+        ,0::numeric cost_loc
-    ,b.orig_ctry          --master data 
+        ,0::numeric cost_usd
-    ,b.orig_prov          --master data 
+        ,calc_status          --0 
-    ,b.orig_post          --master data 
+        ,flag          --0 
-    ,b.dest_ctry          --master data 
+        ,order_date          --history date mix
-    ,b.dest_prov          --master data 
+        ,order_month
-    ,b.dest_post          --master data 
+        ,order_season
-    ,b.part          --history part mix
+        ,request_date          --history date mix
-    ,b.ord_gldc          --master data 
+        ,request_month
-    ,b.majg          --master data 
+        ,request_season
-    ,b.ming          --master data 
+        ,ship_date          --history date mix
-    ,b.majs          --master data 
+        ,ship_month
-    ,b.mins          --master data 
+        ,ship_season
-    ,b.gldc          --master data 
+        ,'replace_version' "version"
-    ,b.glec          --master data 
+        ,'replace_source'||' price'  iter
-    ,b.harm          --master data 
+        ,log.id
-    ,b.clss          --master data 
+        ,COALESCE(log.doc->>'tag','') "tag"
-    ,b.brand          --master data 
+        ,log.doc->>'message' "comment"
-    ,b.assc          --master data 
+        ,log.doc->>'type' module
-    ,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 
-    ,0 fb_qty
-    ,0 fb_cst_loc
-    ,0 fb_cst_loc_cur
-    ,0 fb_cst_loc_fut
-    --,b.fb_val_loc*s.factor fb_val_loc
-    ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price/b.r_rate ELSE b.fb_val_loc*s.factor END)::numeric fb_val_loc
-    ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price/b.r_rate ELSE b.fb_val_loc_pl*s.factor END)::numeric fb_val_loc_pl
-    --,b.fb_val_loc_pl*s.factor fb_val_loc_pl
-    ,b.calc_status          --0 
-    ,b.flag          --0 
-    ,b.orderdate
-    ,b.requestdate
-    ,b.shipdate
-    ,b.adj_orderdate
-    ,b.adj_requestdate
-    ,b.adj_shipdate
-    ,'replace_version' "version"          --calculated 
-    ,'replace_source'||' price' iter         --calculated
-    -----------------------ui columns--------------------------------
-    ,'replace_iterdet' iterdet
-    ,$$replace_iterdef$$::jsonb iterdef
-    ,b.order_season
-    ,b.order_month
-    ,b.ship_season
-    ,b.ship_month
-    ,b.request_season
-    ,b.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
-    ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price/b.r_rate ELSE b.fb_val_loc*s.factor END)::numeric value_loc
-    ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price ELSE b.fb_val_loc*s.factor*r_rate END)::numeric value_usd
-    ,0 cost_loc
-    ,0 cost_usd
-    ,0 units
     FROM
         basemix b
         CROSS JOIN scale s
+        CROSS JOIN log
     WHERE
         s.factor <> 0 or s.mod_price <> 0
 )
 --select sum(value_usd), count(*) from final
 , ins AS (
-    INSERT INTO rlarp.osm_fcpool SELECT * FROM final RETURNING *
+    INSERT INTO rlarp.osm_pool SELECT * FROM final RETURNING *
 )
 ,insagg AS (
    SELECT
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -363,6 +218,10 @@ SELECT
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
         ,sum(value_loc) value_loc
         ,sum(value_usd) value_usd
         ,sum(cost_loc) cost_loc
@@ -371,25 +230,29 @@ SELECT
     FROM
         ins
     GROUP BY
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -399,5 +262,8 @@ GROUP BY
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
 )
 SELECT json_agg(row_to_json(insagg)) x from insagg

route_sql/scale_vd.sql

@@ -2,18 +2,17 @@ WITH
 target AS (select incr_qty qincr)
 ,testv AS (
     SELECT
-        sum(fb_qty) tot
+        sum(units) tot
-        ,sum(fb_qty) FILTER (WHERE iter = 'copy') base
+        ,sum(units) FILTER (WHERE iter = 'copy') base
-        ,sum(fb_qty) FILTER (WHERE iterdef->>'type' = 'new basket') newpart
+        ,sum(units) FILTER (WHERE module = 'new basket') newpart
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool p
     WHERE
         -----------------scenario----------------------------
         where_clause
         -----------------additional params-------------------
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
-
 )
 ,flagv AS (
     SELECT
@@ -39,114 +38,53 @@ target AS (select incr_qty qincr)
 --ever need receive a target of -0- qty but value <> 0?
 ,basemix AS (
     SELECT
-        plnt          ---master data 
+        fspr
-        ,0::numeric(11,0) "ddord#"          --0 
+        ,plnt          ---master data 
-        ,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 
         ,promo          --history date mix
-        ,null::text return_reas          --0 
         ,terms
-        ,''::text custpo          --0 
+        ,bill_cust_descr          --history cust mix
-        ,'I' dhincr          --0 
+        ,ship_cust_descr          --history cust mix
-        ,null::numeric diext
+        ,dsm
-        ,null::numeric ditdis
+        ,quota_rep_descr          --master data 
-        ,null::date dcodat          --calculated date mix
+        ,director
-        ,null::date ddqdat          --calculated date mix
+        ,billto_group          --master data 
-        ,null::date dcmdat          --calculated date mix
+        ,shipto_group
-        ,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 
+        ,chansub
-        ,orig_prov          --master data 
+        ,chan_retail
-        ,orig_post          --master data 
+        ,part
-        ,dest_ctry          --master data 
+        ,part_descr
-        ,dest_prov          --master data 
+        ,part_group
-        ,dest_post          --master data 
+        ,branding
-        ,part          --history part mix
+        ,majg_descr
-        ,ord_gldc          --master data 
+        ,ming_descr
-        ,majg          --master data 
+        ,majs_descr
-        ,ming          --master data 
+        ,mins_descr
-        ,majs          --master data 
+        ,segm
-        ,mins          --master data 
+        ,substance
-        ,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 
+        ,sum(coalesce(units,0)) units          --history value
-        ,0::numeric(15,5) ddqtsi          --0 
+        ,sum(coalesce(value_loc,0)) value_loc          --history value
-        ,0::numeric(15,5) fgqshp          --0 
+        ,sum(coalesce(value_usd,0)) value_usd          --0 
-        ,0::numeric(15,5) diqtsh          --0 
+        ,sum(coalesce(cost_loc,0)) cost_loc          --history part mix
-        ,sum(coalesce(fb_qty,0)) fb_qty          --history value
+        ,sum(coalesce(cost_usd,0)) cost_usd
-        ,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(fb_val_loc,0)) fb_val_loc          --history value
-        ,sum(coalesce(fb_val_loc_pl,0)) fb_val_loc_pl          --0 
         ,calc_status          --0 
         ,flag          --0 
-        ,orderdate          --history date mix
+        ,order_date          --history date mix
-        ,requestdate          --history date mix
-        ,shipdate          --history date mix
-        ,adj_orderdate          --history 
-        ,adj_requestdate          --history 
-        ,adj_shipdate          --history 
-        ,null::text "version"          --calculated 
-        ,null::text iter          --calculated 
-        ---------------ui columns-------------------------
-        ,order_season
         ,order_month
-        ,ship_season
+        ,order_season
-        ,ship_month
+        ,request_date          --history date mix
-        ,request_season
         ,request_month
-        ,part_descr
+        ,request_season
-        ,part_family
+        ,ship_date          --history date mix
-        ,part_group
+        ,ship_month
-        ,branding
+        ,ship_season
-        ,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_fcpool
+        rlarp.osm_pool
     WHERE
         -----------------scenario----------------------------
         where_clause
@@ -154,46 +92,35 @@ SELECT
         AND CASE (SELECT flag FROM flagv) 
                 WHEN 'scale all' THEN true
                 WHEN 'scale copy' THEN iter = 'copy'
-                WHEN 'scale new part' THEN iterdef->>'type' = 'new basket'
+                WHEN 'scale new part' THEN module = 'new basket'
             END
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
-        plnt          ---master data 
+                fspr
-        ,promo
+        ,plnt          ---master data 
+        ,promo          --history date mix
         ,terms
-        ,remit_to          --master data 
+        ,bill_cust_descr          --history cust mix
-        ,bill_class          --master data 
+        ,ship_cust_descr          --history cust mix
-        ,bill_cust          --history cust mix
+        ,dsm
-        ,bill_rep          --master data 
+        ,quota_rep_descr          --master data 
-        ,bill_terr          --master data 
+        ,director
-        ,ship_class          --master data 
+        ,billto_group          --master data 
-        ,ship_cust          --history cust mix
+        ,shipto_group
-        ,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 
+        ,chansub
-        ,orig_prov          --master data 
+        ,chan_retail
-        ,orig_post          --master data 
+        ,part
-        ,dest_ctry          --master data 
+        ,part_descr
-        ,dest_prov          --master data 
+        ,part_group
-        ,dest_post          --master data 
+        ,branding
-        ,part          --history part mix
+        ,majg_descr
-        ,ord_gldc          --master data 
+        ,ming_descr
-        ,majg          --master data 
+        ,majs_descr
-        ,ming          --master data 
+        ,mins_descr
-        ,majs          --master data 
+        ,segm
-        ,mins          --master data 
+        ,substance
-        ,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 
@@ -201,185 +128,114 @@ SELECT
         ,c_rate          --master data 
         ,calc_status          --0 
         ,flag          --0 
-        ,orderdate          --history date mix
+        ,order_date          --history date mix
-        ,requestdate          --history date mix
-        ,shipdate          --history date mix
-        ,adj_orderdate          --history 
-        ,adj_requestdate          --history 
-        ,adj_shipdate          --history 
-        ---------------ui columns-------------------------
-        ,order_season
         ,order_month
-        ,ship_season
+        ,order_season
-        ,ship_month
+        ,request_date          --history date mix
-        ,request_season
         ,request_month
-        ,part_descr
+        ,request_season
-        ,part_family
+        ,ship_date          --history date mix
-        ,part_group
+        ,ship_month
-        ,branding
+        ,ship_season
-        ,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
 )
 --SELECT * FROM basemix
 ,scale AS (
     SELECT
         (SELECT qincr::numeric FROM target) incr
-        ,(SELECT sum(fb_val_loc *r_rate) FROM basemix) base
+        ,(SELECT sum(value_loc *r_rate) FROM basemix) base
-        ,(SELECT qincr FROM target)/(SELECT SUM(fb_qty) FROM basemix) factor
+        ,(SELECT qincr FROM target)/(SELECT SUM(units) FROM basemix) factor
 )
 --select * from scale
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
 ,final AS (
     SELECT
-    b.plnt          --master data 
+        fspr
-    ,b."ddord#"          --0 
+        ,plnt          ---master data 
-    ,b."dditm#"          --0 
+        ,promo          --history date mix
-    ,b."fgbol#"          --0 
+        ,terms
-    ,b."fgent#"          --0 
+        ,bill_cust_descr          --history cust mix
-    ,b."diinv#"          --0 
+        ,ship_cust_descr          --history cust mix
-    ,b."dilin#"          --0 
+        ,dsm
-    ,b.promo          --history date mix
+        ,quota_rep_descr          --master data 
-    ,b.return_reas          --0 
+        ,director
-    ,b.terms          --history cust mix
+        ,billto_group          --master data 
-    ,b.custpo          --0 
+        ,shipto_group
-    ,b.dhincr          --0 
+        ,chan          --master data 
-    ,b.diext          --0 
+        ,chansub
-    ,b.ditdis          --0 
+        ,chan_retail
-    ,b.dcodat          --calculated date mix
+        ,part
-    ,b.ddqdat          --calculated date mix
+        ,part_descr
-    ,b.dcmdat          --calculated date mix
+        ,part_group
-    ,b.dhidat          --calculated date mix
+        ,branding
-    ,b.fspr          --calculated date mix
+        ,majg_descr
-    ,b.remit_to          --master data 
+        ,ming_descr
-    ,b.bill_class          --master data 
+        ,majs_descr
-    ,b.bill_cust          --history cust mix
+        ,mins_descr
-    ,b.bill_rep          --master data 
+        ,segm
-    ,b.bill_terr          --master data 
+        ,substance
-    ,b.ship_class          --master data 
+        ,fs_line          --master data 
-    ,b.ship_cust          --history cust mix
+        ,r_currency          --history cust mix
-    ,b.ship_rep          --master data 
+        ,r_rate          --master data 
-    ,b.ship_terr          --master data 
+        ,c_currency          --master data 
-    ,b.quota_rep          --master data 
+        ,c_rate          --master data 
-    ,b.account          --master data 
+        ,units*s.factor
-    ,b.shipgrp          --master data 
+        ,value_loc*s.factor value_loc
-    ,b.geo          --master data 
+        ,value_usd*s.factor value_usd
-    ,b.chan          --master data 
+        ,cost_loc*s.factor cost_loc
-    ,b.orig_ctry          --master data 
+        ,cost_usd*s.factor cost_usd
-    ,b.orig_prov          --master data 
+        ,calc_status          --0 
-    ,b.orig_post          --master data 
+        ,flag          --0 
-    ,b.dest_ctry          --master data 
+        ,order_date          --history date mix
-    ,b.dest_prov          --master data 
+        ,order_month
-    ,b.dest_post          --master data 
+        ,order_season
-    ,b.part          --history part mix
+        ,request_date          --history date mix
-    ,b.ord_gldc          --master data 
+        ,request_month
-    ,b.majg          --master data 
+        ,request_season
-    ,b.ming          --master data 
+        ,ship_date          --history date mix
-    ,b.majs          --master data 
+        ,ship_month
-    ,b.mins          --master data 
+        ,ship_season
-    ,b.gldc          --master data 
+        ,'replace_version' "version"
-    ,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.fb_qty*s.factor fb_qty
-    ,b.fb_cst_loc*s.factor fb_cst_loc
-    ,b.fb_cst_loc_cur*s.factor fb_cst_loc_cur
-    ,b.fb_cst_loc_fut*s.factor fb_cst_loc_fut
-    ,b.fb_val_loc*s.factor fb_val_loc
-    ,b.fb_val_loc_pl*s.factor fb_val_loc_pl
-    ,b.calc_status          --0 
-    ,b.flag          --0 
-    ,b.orderdate
-    ,b.requestdate
-    ,b.shipdate
-    ,b.adj_orderdate
-    ,b.adj_requestdate
-    ,b.adj_shipdate
-    ,'replace_version' "version"          --calculated 
         ,'replace_source'||' volume'  iter
-    -----------------------ui columns--------------------------------
+        ,log.id
-    ,'replace_iterdet' iterdet
+        ,COALESCE(log.doc->>'tag','') "tag"
-    ,$$replace_iterdef$$::jsonb iterdef
+        ,log.doc->>'message' "comment"
-    ,b.order_season
+        ,log.doc->>'type' module
-    ,b.order_month
-    ,b.ship_season
-    ,b.ship_month
-    ,b.request_season
-    ,b.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.fb_val_loc*s.factor)::numeric value_loc
-    ,(b.fb_val_loc*s.factor*r_rate)::numeric value_usd
-    ,(b.fb_cst_loc*s.factor)::numeric cost_loc
-    ,(b.fb_cst_loc*s.factor*c_rate)::numeric cost_usd
-    ,(b.fb_qty*s.factor)::numeric units
 FROM
     basemix b
     CROSS JOIN scale s
+    CROSS JOIN log
 )
 --select sum(value_usd), count(*) from final
 , ins AS (
-    INSERT INTO rlarp.osm_fcpool SELECT * FROM final RETURNING *
+    INSERT INTO rlarp.osm_pool SELECT * FROM final RETURNING *
 )
 ,insagg AS (
     SELECT
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -389,6 +245,10 @@ SELECT
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
         ,sum(value_loc) value_loc
         ,sum(value_usd) value_usd
         ,sum(cost_loc) cost_loc
@@ -397,25 +257,29 @@ SELECT
     FROM
         ins
     GROUP BY
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -425,5 +289,8 @@ GROUP BY
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
 )
 SELECT json_agg(row_to_json(insagg)) x from insagg

route_sql/scale_vupd.sql

@@ -2,17 +2,17 @@ WITH
 target AS (select target_vol vincr, target_prc pincr)
 ,testv AS (
     SELECT
-        sum(fb_qty) tot
+        sum(units) tot
-        ,sum(fb_qty) FILTER (WHERE iter = 'copy') base
+        ,sum(units) FILTER (WHERE iter = 'copy') base
-        ,sum(fb_qty) FILTER (WHERE iterdef->>'type' = 'new basket') newpart
+        ,sum(units) FILTER (WHERE module = 'new basket') newpart
     FROM
-        rlarp.osm_fcpool
+        rlarp.osm_pool
     WHERE
         -----------------scenario----------------------------
         where_clause
         -----------------additional params-------------------
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
 
 )
 ,flagv AS (
@@ -38,114 +38,53 @@ target AS (select target_vol vincr, target_prc pincr)
 )
 ,basemix AS (
     SELECT
-        plnt          ---master data 
+        fspr
-        ,0::numeric(11,0) "ddord#"          --0 
+        ,plnt          ---master data 
-        ,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 
         ,promo          --history date mix
-        ,null::text return_reas          --0 
         ,terms
-        ,''::text custpo          --0 
+        ,bill_cust_descr          --history cust mix
-        ,'I' dhincr          --0 
+        ,ship_cust_descr          --history cust mix
-        ,null::numeric diext
+        ,dsm
-        ,null::numeric ditdis
+        ,quota_rep_descr          --master data 
-        ,null::date dcodat          --calculated date mix
+        ,director
-        ,null::date ddqdat          --calculated date mix
+        ,billto_group          --master data 
-        ,null::date dcmdat          --calculated date mix
+        ,shipto_group
-        ,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 
+        ,chansub
-        ,orig_prov          --master data 
+        ,chan_retail
-        ,orig_post          --master data 
+        ,part
-        ,dest_ctry          --master data 
+        ,part_descr
-        ,dest_prov          --master data 
+        ,part_group
-        ,dest_post          --master data 
+        ,branding
-        ,part          --history part mix
+        ,majg_descr
-        ,ord_gldc          --master data 
+        ,ming_descr
-        ,majg          --master data 
+        ,majs_descr
-        ,ming          --master data 
+        ,mins_descr
-        ,majs          --master data 
+        ,segm
-        ,mins          --master data 
+        ,substance
-        ,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 
+        ,sum(coalesce(units,0)) units          --history value
-        ,0::numeric(15,5) ddqtsi          --0 
+        ,sum(coalesce(value_loc,0)) value_loc          --history value
-        ,0::numeric(15,5) fgqshp          --0 
+        ,sum(coalesce(value_usd,0)) value_usd          --0 
-        ,0::numeric(15,5) diqtsh          --0 
+        ,sum(coalesce(cost_loc,0)) cost_loc          --history part mix
-        ,sum(coalesce(fb_qty,0)) fb_qty          --history value
+        ,sum(coalesce(cost_usd,0)) cost_usd
-        ,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(fb_val_loc,0)) fb_val_loc          --history value
-        ,sum(coalesce(fb_val_loc_pl,0)) fb_val_loc_pl          --0 
         ,calc_status          --0 
         ,flag          --0 
-        ,orderdate          --history date mix
+        ,order_date          --history date mix
-        ,requestdate          --history date mix
-        ,shipdate          --history date mix
-        ,adj_orderdate          --history 
-        ,adj_requestdate          --history 
-        ,adj_shipdate          --history 
-        ,null::text "version"          --calculated 
-        ,null::text iter          --calculated 
-        ---------------ui columns-------------------------
-        ,order_season
         ,order_month
-        ,ship_season
+        ,order_season
-        ,ship_month
+        ,request_date          --history date mix
-        ,request_season
         ,request_month
-        ,part_descr
+        ,request_season
-        ,part_family
+        ,ship_date          --history date mix
-        ,part_group
+        ,ship_month
-        ,branding
+        ,ship_season
-        ,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_fcpool
+        rlarp.osm_pool
     WHERE
         -----------------scenario----------------------------
         where_clause
@@ -153,46 +92,35 @@ target AS (select target_vol vincr, target_prc pincr)
         AND CASE (SELECT flag FROM flagv) 
                 WHEN 'scale all' THEN true
                 WHEN 'scale copy' THEN iter = 'copy'
-                WHEN 'scale new part' THEN iterdef->>'type' = 'new basket'
+                WHEN 'scale new part' THEN module = 'new basket'
             END
         AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
-        AND adj_orderdate <= adj_shipdate
+        AND order_date <= ship_date
     GROUP BY
-        plnt          ---master data 
+                fspr
-        ,promo
+        ,plnt          ---master data 
+        ,promo          --history date mix
         ,terms
-        ,remit_to          --master data 
+        ,bill_cust_descr          --history cust mix
-        ,bill_class          --master data 
+        ,ship_cust_descr          --history cust mix
-        ,bill_cust          --history cust mix
+        ,dsm
-        ,bill_rep          --master data 
+        ,quota_rep_descr          --master data 
-        ,bill_terr          --master data 
+        ,director
-        ,ship_class          --master data 
+        ,billto_group          --master data 
-        ,ship_cust          --history cust mix
+        ,shipto_group
-        ,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 
+        ,chansub
-        ,orig_prov          --master data 
+        ,chan_retail
-        ,orig_post          --master data 
+        ,part
-        ,dest_ctry          --master data 
+        ,part_descr
-        ,dest_prov          --master data 
+        ,part_group
-        ,dest_post          --master data 
+        ,branding
-        ,part          --history part mix
+        ,majg_descr
-        ,ord_gldc          --master data 
+        ,ming_descr
-        ,majg          --master data 
+        ,majs_descr
-        ,ming          --master data 
+        ,mins_descr
-        ,majs          --master data 
+        ,segm
-        ,mins          --master data 
+        ,substance
-        ,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 
@@ -200,174 +128,99 @@ target AS (select target_vol vincr, target_prc pincr)
         ,c_rate          --master data 
         ,calc_status          --0 
         ,flag          --0 
-        ,orderdate          --history date mix
+        ,order_date          --history date mix
-        ,requestdate          --history date mix
-        ,shipdate          --history date mix
-        ,adj_orderdate          --history 
-        ,adj_requestdate          --history 
-        ,adj_shipdate          --history 
-        ---------------ui columns-------------------------
-        ,order_season
         ,order_month
-        ,ship_season
+        ,order_season
-        ,ship_month
+        ,request_date          --history date mix
-        ,request_season
         ,request_month
-        ,part_descr
+        ,request_season
-        ,part_family
+        ,ship_date          --history date mix
-        ,part_group
+        ,ship_month
-        ,branding
+        ,ship_season
-        ,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
 )
 ,vscale AS (
     SELECT
         (SELECT vincr::numeric FROM target) incr
-        ,(SELECT sum(fb_qty)::numeric FROM basemix) base
+        ,(SELECT sum(units)::numeric FROM basemix) base
-        ,(SELECT vincr::numeric FROM target)/(SELECT sum(fb_qty)::numeric FROM basemix) factor
+        ,(SELECT vincr::numeric FROM target)/(SELECT sum(units)::numeric FROM basemix) factor
 )
 --select * from vscale
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
 ,volume AS (
     SELECT
-        b.plnt          --master data 
+        fspr
-        ,b."ddord#"          --0 
+        ,plnt          ---master data 
-        ,b."dditm#"          --0 
+        ,promo          --history date mix
-        ,b."fgbol#"          --0 
+        ,terms
-        ,b."fgent#"          --0 
+        ,bill_cust_descr          --history cust mix
-        ,b."diinv#"          --0 
+        ,ship_cust_descr          --history cust mix
-        ,b."dilin#"          --0 
+        ,dsm
-        ,b.promo          --history date mix
+        ,quota_rep_descr          --master data 
-        ,b.return_reas          --0 
+        ,director
-        ,b.terms          --history cust mix
+        ,billto_group          --master data 
-        ,b.custpo          --0 
+        ,shipto_group
-        ,b.dhincr          --0 
+        ,chan          --master data 
-        ,b.diext          --0 
+        ,chansub
-        ,b.ditdis          --0 
+        ,chan_retail
-        ,b.dcodat          --calculated date mix
+        ,part
-        ,b.ddqdat          --calculated date mix
+        ,part_descr
-        ,b.dcmdat          --calculated date mix
+        ,part_group
-        ,b.dhidat          --calculated date mix
+        ,branding
-        ,b.fspr          --calculated date mix
+        ,majg_descr
-        ,b.remit_to          --master data 
+        ,ming_descr
-        ,b.bill_class          --master data 
+        ,majs_descr
-        ,b.bill_cust          --history cust mix
+        ,mins_descr
-        ,b.bill_rep          --master data 
+        ,segm
-        ,b.bill_terr          --master data 
+        ,substance
-        ,b.ship_class          --master data 
+        ,fs_line          --master data 
-        ,b.ship_cust          --history cust mix
+        ,r_currency          --history cust mix
-        ,b.ship_rep          --master data 
+        ,r_rate          --master data 
-        ,b.ship_terr          --master data 
+        ,c_currency          --master data 
-        ,b.quota_rep          --master data 
+        ,c_rate          --master data 
-        ,b.account          --master data 
+        ,units*s.factor units
-        ,b.shipgrp          --master data 
+        ,value_loc*s.factor value_loc
-        ,b.geo          --master data 
+        ,value_usd*s.factor value_usd
-        ,b.chan          --master data 
+        ,cost_loc*s.factor cost_loc
-        ,b.orig_ctry          --master data 
+        ,cost_usd*s.factor cost_usd
-        ,b.orig_prov          --master data 
+        ,calc_status          --0 
-        ,b.orig_post          --master data 
+        ,flag          --0 
-        ,b.dest_ctry          --master data 
+        ,order_date          --history date mix
-        ,b.dest_prov          --master data 
+        ,order_month
-        ,b.dest_post          --master data 
+        ,order_season
-        ,b.part          --history part mix
+        ,request_date          --history date mix
-        ,b.ord_gldc          --master data 
+        ,request_month
-        ,b.majg          --master data 
+        ,request_season
-        ,b.ming          --master data 
+        ,ship_date          --history date mix
-        ,b.majs          --master data 
+        ,ship_month
-        ,b.mins          --master data 
+        ,ship_season
-        ,b.gldc          --master data 
+        ,'replace_version' "version"
-        ,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.fb_qty*s.factor fb_qty
-        ,b.fb_cst_loc*s.factor fb_cst_loc
-        ,b.fb_cst_loc_cur*s.factor fb_cst_loc_cur
-        ,b.fb_cst_loc_fut*s.factor fb_cst_loc_fut
-        ,b.fb_val_loc*s.factor fb_val_loc
-        ,b.fb_val_loc_pl*s.factor fb_val_loc_pl
-        ,b.calc_status          --0 
-        ,b.flag          --0 
-        ,b.orderdate
-        ,b.requestdate
-        ,b.shipdate
-        ,b.adj_orderdate
-        ,b.adj_requestdate
-        ,b.adj_shipdate
-        ,'replace_version' "version"          --calculated 
         ,'replace_source'||' volume'  iter
-        -----------------------ui columns--------------------------------
+        ,log.id
-        ,'replace_iterdet' iterdet
+        ,COALESCE(log.doc->>'tag','') "tag"
-        ,$$replace_iterdef$$::jsonb iterdef
+        ,log.doc->>'message' "comment"
-        ,b.order_season
+        ,log.doc->>'type' module
-        ,b.order_month
-        ,b.ship_season
-        ,b.ship_month
-        ,b.request_season
-        ,b.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.fb_val_loc*s.factor)::numeric value_loc
-        ,(b.fb_val_loc*s.factor*r_rate)::numeric value_usd
-        ,(b.fb_cst_loc*s.factor)::numeric cost_loc
-        ,(b.fb_cst_loc*s.factor*c_rate)::numeric cost_usd
-        ,(b.fb_qty*s.factor)::numeric units
 FROM
     basemix b
     CROSS JOIN vscale s
+    CROSS JOIN log
 )
 ,pscale AS (
     SELECT
         (SELECT pincr::numeric FROM target) incr
-        ,(SELECT sum(fb_val_loc * r_rate) FROM volume) base
+        ,(SELECT sum(value_loc * r_rate) FROM volume) base
-        ,CASE WHEN (SELECT sum(fb_val_loc * r_rate) FROM volume) = 0 THEN
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
             --if the base value is -0- scaling will not work, need to generate price, factor goes to -0-
             0
         ELSE
             --if the target $amount is not achieved, adjust further
-            ((SELECT pincr::numeric FROM target)-(SELECT sum(fb_val_loc * r_rate) FROM volume))/(SELECT sum(fb_val_loc * r_rate) FROM volume)
+            ((SELECT pincr::numeric FROM target)-(SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(value_loc * r_rate) FROM volume)
         END factor
-        ,CASE WHEN (SELECT sum(fb_val_loc * r_rate) FROM volume) = 0 THEN
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
-            CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum(fb_val_loc * r_rate) FROM volume)) <> 0 THEN
+            CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume)) <> 0 THEN
                 --if the base value is -0- but the target value hasn't been achieved, derive a price to apply
-                ((SELECT pincr::numeric FROM target) - (SELECT sum(fb_val_loc * r_rate) FROM volume))/(SELECT sum(fb_qty) FROM volume)
+                ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(units) FROM volume)
             ELSE
                 0
             END
@@ -378,147 +231,93 @@ target AS (select target_vol vincr, target_prc pincr)
 --select * from pscale
 ,pricing AS (
     SELECT
-        b.plnt          --master data 
+        fspr
-        ,b."ddord#"          --0 
+        ,plnt          ---master data 
-        ,b."dditm#"          --0 
+        ,promo          --history date mix
-        ,b."fgbol#"          --0 
+        ,terms
-        ,b."fgent#"          --0 
+        ,bill_cust_descr          --history cust mix
-        ,b."diinv#"          --0 
+        ,ship_cust_descr          --history cust mix
-        ,b."dilin#"          --0 
+        ,dsm
-        ,b.promo          --history date mix
+        ,quota_rep_descr          --master data 
-        ,b.return_reas          --0 
+        ,director
-        ,b.terms          --history cust mix
+        ,billto_group          --master data 
-        ,b.custpo          --0 
+        ,shipto_group
-        ,b.dhincr          --0 
+        ,chan          --master data 
-        ,b.diext          --0 
+        ,chansub
-        ,b.ditdis          --0 
+        ,chan_retail
-        ,b.dcodat          --calculated date mix
+        ,part
-        ,b.ddqdat          --calculated date mix
+        ,part_descr
-        ,b.dcmdat          --calculated date mix
+        ,part_group
-        ,b.dhidat          --calculated date mix
+        ,branding
-        ,b.fspr          --calculated date mix
+        ,majg_descr
-        ,b.remit_to          --master data 
+        ,ming_descr
-        ,b.bill_class          --master data 
+        ,majs_descr
-        ,b.bill_cust          --history cust mix
+        ,mins_descr
-        ,b.bill_rep          --master data 
+        ,segm
-        ,b.bill_terr          --master data 
+        ,substance
-        ,b.ship_class          --master data 
+        ,fs_line          --master data 
-        ,b.ship_cust          --history cust mix
+        ,r_currency          --history cust mix
-        ,b.ship_rep          --master data 
+        ,r_rate          --master data 
-        ,b.ship_terr          --master data 
+        ,c_currency          --master data 
-        ,b.quota_rep          --master data 
+        ,c_rate          --master data 
-        ,b.account          --master data 
+        ,0::numeric units
-        ,b.shipgrp          --master data 
+        ,(CASE WHEN s.factor = 0 THEN b.units * s.mod_price/b.r_rate ELSE b.value_loc*s.factor END)::numeric value_loc
-        ,b.geo          --master data 
+        ,(CASE WHEN s.factor = 0 THEN b.units * s.mod_price ELSE b.value_usd*s.factor END)::numeric value_usd
-        ,b.chan          --master data 
+        ,0::numeric cost_loc
-        ,b.orig_ctry          --master data 
+        ,0::numeric cost_usd
-        ,b.orig_prov          --master data 
+        ,calc_status          --0 
-        ,b.orig_post          --master data 
+        ,flag          --0 
-        ,b.dest_ctry          --master data 
+        ,order_date          --history date mix
-        ,b.dest_prov          --master data 
+        ,order_month
-        ,b.dest_post          --master data 
+        ,order_season
-        ,b.part          --history part mix
+        ,request_date          --history date mix
-        ,b.ord_gldc          --master data 
+        ,request_month
-        ,b.majg          --master data 
+        ,request_season
-        ,b.ming          --master data 
+        ,ship_date          --history date mix
-        ,b.majs          --master data 
+        ,ship_month
-        ,b.mins          --master data 
+        ,ship_season
-        ,b.gldc          --master data 
+        ,'replace_version' "version"
-        ,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 
-        ,0 fb_qty
-        ,0 fb_cst_loc
-        ,0 fb_cst_loc_cur
-        ,0 fb_cst_loc_fut
-        --,b.fb_val_loc*s.factor fb_val_loc
-        ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price/b.r_rate ELSE b.fb_val_loc*s.factor END)::numeric fb_val_loc
-        ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price/b.r_rate ELSE b.fb_val_loc_pl*s.factor END)::numeric fb_val_loc_pl
-        --,b.fb_val_loc_pl*s.factor fb_val_loc_pl
-        ,b.calc_status          --0 
-        ,b.flag          --0 
-        ,b.orderdate
-        ,b.requestdate
-        ,b.shipdate
-        ,b.adj_orderdate
-        ,b.adj_requestdate
-        ,b.adj_shipdate
-        ,'replace_version' "version"          --calculated 
         ,'replace_source'||' price'  iter
-        -----------------------ui columns--------------------------------
+        ,log.id
-        ,'replace_iterdet' iterdet
+        ,COALESCE(log.doc->>'tag','') "tag"
-        ,$$replace_iterdef$$::jsonb iterdef
+        ,log.doc->>'message' "comment"
-        ,b.order_season
+        ,log.doc->>'type' module
-        ,b.order_month
-        ,b.ship_season
-        ,b.ship_month
-        ,b.request_season
-        ,b.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
-        ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price/b.r_rate ELSE b.fb_val_loc*s.factor END)::numeric value_loc
-        ,(CASE WHEN s.factor = 0 THEN b.fb_qty * s.mod_price ELSE b.fb_val_loc*s.factor*b.r_rate END)::numeric value_usd
-        ,0 cost_loc
-        ,0 cost_usd
-        ,0 units
     FROM
         volume b
         CROSS JOIN pscale s
+        CROSS JOIN log
     WHERE
         s.factor <> 0 or s.mod_price <> 0
 )
---select sum(value_usd), sum(fb_qty) from pricing
+--select sum(value_usd), sum(units) from pricing
 , ins AS (
-    INSERT INTO rlarp.osm_fcpool (SELECT * FROM pricing UNION ALL SELECT * FROM volume) RETURNING *
+    INSERT INTO rlarp.osm_pool (SELECT * FROM pricing UNION ALL SELECT * FROM volume) RETURNING *
 )
 ,insagg AS (
     SELECT
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -528,6 +327,10 @@ SELECT
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
         ,sum(value_loc) value_loc
         ,sum(value_usd) value_usd
         ,sum(cost_loc) cost_loc
@@ -536,25 +339,29 @@ SELECT
     FROM
         ins
     GROUP BY
+        ---------customer info-----------------
         bill_cust_descr
         ,billto_group
         ,ship_cust_descr
         ,shipto_group
         ,quota_rep_descr
-    ,director_descr
+        ,director
         ,segm
-    ,mod_chan
+        ,substance
-    ,mod_chansub
+        ,chan
+        ,chansub
+        ---------product info------------------
         ,majg_descr
         ,ming_descr
         ,majs_descr
         ,mins_descr
-    ,brand
+        --,brand
-    ,part_family
+        --,part_family
         ,part_group
         ,branding
-    ,color
+        --,color
         ,part_descr
+        ---------dates-------------------------
         ,order_season
         ,order_month
         ,ship_season
@@ -564,5 +371,8 @@ GROUP BY
         ,promo
         ,version
         ,iter
+        ,logid
+        ,tag
+        ,comment
 )
 SELECT json_agg(row_to_json(insagg)) x from insagg

route_sql/scale_vupd_sales.sql

@@ -0,0 +1,379 @@
+WITH 
+target AS (select target_vol vincr, target_prc pincr)
+,testv AS (
+    SELECT
+        sum(units) tot
+        ,sum(units) FILTER (WHERE iter = 'copy') base
+        ,sum(units) FILTER (WHERE module = 'new basket') newpart
+    FROM
+        rlarp.osm_pool
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+        -----------------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
+    FROM
+        testv
+)
+,basemix AS (
+    SELECT
+        fspr
+        ,plnt          ---master data 
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data 
+        ,director
+        ,billto_group          --master data 
+        ,shipto_group
+        ,chan          --master data 
+        ,chansub
+        ,chan_retail
+        ,part
+        ,part_descr
+        ,part_group
+        ,branding
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,segm
+        ,substance
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,sum(coalesce(units,0)) units          --history value
+        ,sum(coalesce(value_loc,0)) value_loc          --history value
+        ,sum(coalesce(value_usd,0)) value_usd          --0 
+        ,sum(coalesce(cost_loc,0)) cost_loc          --history part mix
+        ,sum(coalesce(cost_usd,0)) cost_usd
+        ,calc_status          --0 
+        ,flag          --0 
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+    FROM
+        rlarp.osm_pool
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+        AND ship_season = 2022
+        -----------------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
+                fspr
+        ,plnt          ---master data 
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data 
+        ,director
+        ,billto_group          --master data 
+        ,shipto_group
+        ,chan          --master data 
+        ,chansub
+        ,chan_retail
+        ,part
+        ,part_descr
+        ,part_group
+        ,branding
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,segm
+        ,substance
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,calc_status          --0 
+        ,flag          --0 
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+)
+,vscale AS (
+    SELECT
+        (SELECT vincr::numeric FROM target) incr
+        ,(SELECT sum(units)::numeric FROM basemix) base
+        ,(SELECT vincr::numeric FROM target)/(SELECT sum(units)::numeric FROM basemix) factor
+)
+--select * from vscale
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
+,volume AS (
+    SELECT
+        fspr
+        ,plnt          ---master data 
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data 
+        ,director
+        ,billto_group          --master data 
+        ,shipto_group
+        ,chan          --master data 
+        ,chansub
+        ,chan_retail
+        ,part
+        ,part_descr
+        ,part_group
+        ,branding
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,segm
+        ,substance
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,units*s.factor units
+        ,value_loc*s.factor value_loc
+        ,value_usd*s.factor value_usd
+        ,cost_loc*s.factor cost_loc
+        ,cost_usd*s.factor cost_usd
+        ,calc_status          --0 
+        ,flag          --0 
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+        ,'replace_version' "version"
+        ,'replace_source'||' volume'  iter
+        ,log.id
+        ,COALESCE(log.doc->>'tag','') "tag"
+        ,log.doc->>'message' "comment"
+        ,log.doc->>'type' module
+FROM
+    basemix b
+    CROSS JOIN vscale s
+    CROSS JOIN log
+)
+,pscale AS (
+    SELECT
+        (SELECT pincr::numeric FROM target) incr
+        ,(SELECT sum(value_loc * r_rate) FROM volume) base
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
+            --if the base value is -0- scaling will not work, need to generate price, factor goes to -0-
+            0
+        ELSE
+            --if the target $amount is not achieved, adjust further
+            ((SELECT pincr::numeric FROM target)-(SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(value_loc * r_rate) FROM volume)
+        END factor
+        ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
+            CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume)) <> 0 THEN
+                --if the base value is -0- but the target value hasn't been achieved, derive a price to apply
+                ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(units) FROM volume)
+            ELSE
+                0
+            END
+        ELSE
+            0
+        END mod_price
+)
+--select * from pscale
+,pricing AS (
+    SELECT
+        fspr
+        ,plnt          ---master data 
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data 
+        ,director
+        ,billto_group          --master data 
+        ,shipto_group
+        ,chan          --master data 
+        ,chansub
+        ,chan_retail
+        ,part
+        ,part_descr
+        ,part_group
+        ,branding
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,segm
+        ,substance
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,0::numeric units
+        ,(CASE WHEN s.factor = 0 THEN b.units * s.mod_price/b.r_rate ELSE b.value_loc*s.factor END)::numeric value_loc
+        ,(CASE WHEN s.factor = 0 THEN b.units * s.mod_price ELSE b.value_usd*s.factor END)::numeric value_usd
+        ,0::numeric cost_loc
+        ,0::numeric cost_usd
+        ,calc_status          --0 
+        ,flag          --0 
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+        ,'replace_version' "version"
+        ,'replace_source'||' price'  iter
+        ,log.id
+        ,COALESCE(log.doc->>'tag','') "tag"
+        ,log.doc->>'message' "comment"
+        ,log.doc->>'type' module
+    FROM
+        volume b
+        CROSS JOIN pscale s
+        CROSS JOIN log
+    WHERE
+        s.factor <> 0 or s.mod_price <> 0
+)
+--select sum(value_usd), sum(units) from pricing
+, ins AS (
+    INSERT INTO rlarp.osm_pool (SELECT * FROM pricing UNION ALL SELECT * FROM volume) RETURNING *
+)
+,insagg AS (
+    SELECT
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
+        ,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
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+)
+SELECT json_agg(row_to_json(insagg)) x from insagg

route_sql/scenario_package.sql

@@ -5,18 +5,18 @@ mseq AS (
     SELECT * FROM 
     (
         VALUES
-        ('Jun',1)
+        ('01 - Jun',1)
-        ,('Jul',2)
+        ,('02 - Jul',2)
-        ,('Aug',3)
+        ,('03 - Aug',3)
-        ,('Sep',4)
+        ,('04 - Sep',4)
-        ,('Oct',5)
+        ,('05 - Oct',5)
-        ,('Nov',6)
+        ,('06 - Nov',6)
-        ,('Dec',7)
+        ,('07 - Dec',7)
-        ,('Jan',8)
+        ,('08 - Jan',8)
-        ,('Feb',9)
+        ,('09 - Feb',9)
-        ,('Mar',10)
+        ,('10 - Mar',10)
-        ,('Apr',11)
+        ,('11 - Apr',11)
-        ,('May',12)
+        ,('12 - May',12)
 
     ) x(m,s)
 )
@@ -33,10 +33,10 @@ SELECT
     ,SUM(units) units
     ,SUM(value_usd) value_usd
 FROM
-    rlarp.osm_fcpool
+    rlarp.osm_pool
 WHERE
     where_clause
-    AND order_season IN (2019,2020)
+    AND order_season IN (2021,2022)
 GROUP BY
     order_season
     ,order_month
@@ -94,14 +94,14 @@ GROUP BY
     SELECT
         order_month
         ,seq
-        ,SUM(units) FILTER (WHERE order_season = 2019) "2019 qty"
+        ,SUM(units) FILTER (WHERE order_season = 2021) "2021 qty"
-        ,SUM(units) FILTER (WHERE order_season = 2020 AND iter IN ('copy','short ship','bad_ship')) "2020 base qty"
+        ,SUM(units) FILTER (WHERE order_season = 2022 AND iter IN ('copy','short ship','bad_ship')) "2022 base qty"
-        ,SUM(units) FILTER (WHERE order_season = 2020 AND iter NOT IN ('copy','short ship','bad_ship')) "2020 adj qty"
+        ,SUM(units) FILTER (WHERE order_season = 2022 AND iter NOT IN ('copy','short ship','bad_ship')) "2022 adj qty"
-        ,SUM(units) FILTER (WHERE order_season = 2020) "2020 tot qty"
+        ,SUM(units) FILTER (WHERE order_season = 2022) "2022 tot qty"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2019) "2019 value_usd"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2021) "2021 value_usd"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2020 AND iter IN ('copy','short ship','bad_ship')) "2020 base value_usd"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2022 AND iter IN ('copy','short ship','bad_ship')) "2022 base value_usd"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2020 AND iter NOT IN ('copy','short ship','bad_ship')) "2020 adj value_usd"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2022 AND iter NOT IN ('copy','short ship','bad_ship')) "2022 adj value_usd"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2020) "2020 tot value_usd"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2022) "2022 tot value_usd"
     FROM
         months
     GROUP BY
@@ -113,14 +113,14 @@ GROUP BY
 ,mlist AS (
     SELECT
         mseq.m order_month
-        ,"2019 qty"
+        ,"2021 qty"
-        ,"2020 base qty"
+        ,"2022 base qty"
-        ,"2020 adj qty"
+        ,"2022 adj qty"
-        ,"2020 tot qty"
+        ,"2022 tot qty"
-        ,"2019 value_usd"
+        ,"2021 value_usd"
-        ,"2020 base value_usd"
+        ,"2022 base value_usd"
-        ,"2020 adj value_usd"
+        ,"2022 adj value_usd"
-        ,"2020 tot value_usd"
+        ,"2022 tot value_usd"
     FROM
         mseq
         LEFT OUTER JOIN mpvt ON
@@ -142,6 +142,32 @@ GROUP BY
         ,version
         ,iter
 )
+,tags AS (
+    SELECT DISTINCT
+        doc->>'tag' tag
+    FROM
+        rlarp.osm_log
+    WHERE 
+        doc ? 'tag'
+        AND id <> 1
+    UNION
+    SELECT * FROM
+        (VALUES 
+            ('price'),
+            ('volume')
+        ) x(tag)
+)
+,custs AS (
+    SELECT
+        bill_cust_descr
+        ,ship_cust_descr
+        ,SUM(value_usd) value_usd
+    FROM
+        base
+    GROUP BY
+        bill_cust_descr
+        ,ship_cust_descr
+)
 SELECT 
     jsonb_build_object(
         'months'
@@ -152,4 +178,8 @@ SELECT
         ,(SELECT jsonb_agg(row_to_json(basket)::jsonb) FROM basket)
         ,'totals'
         ,(SELECT jsonb_agg(row_to_json(totals)::jsonb) FROM totals)
+        ,'tags'
+        ,(SELECT jsonb_agg(tag) FROM tags)
+        ,'customers'
+        ,(SELECT jsonb_agg(row_to_json(custs)::jsonb) FROM custs)
     ) package

route_sql/swap_cust.sql

@@ -0,0 +1,311 @@
+WITH 
+target AS (SELECT $$swap_doc$$::jsonb swap)
+,swap AS (
+    SELECT
+        rtrim(substring(bill,1,8)) billto
+        ,rtrim(substring(bill_r,1,8)) bill_r
+        ,rtrim(substring(ship,1,8)) shipto
+        ,rtrim(substring(ship_r,1,8)) ship_r
+    FROM
+        TARGET
+        LEFT JOIN LATERAL jsonb_to_recordset(target.swap->'rows') AS x(bill text, bill_r text, ship text, ship_r text)ON TRUE
+    WHERE
+        rtrim(substring(bill_r,1,8)) IS NOT null
+        OR rtrim(substring(ship_r,1,8)) IS NOT null
+)
+,cust AS (
+    ----------only return dba if being replaced-------------------------------------------------
+    ----------class and rep must always bew returned for both to determine new quota rep--------
+    SELECT
+        billto
+        ,bill_r
+        ,CASE WHEN bill_r IS NULL THEN NULL::text ELSE bc.bvadr6 END bill_dba
+        ,bc.bvclas bill_class
+        ,bc.bvsalm bill_rep
+        ,shipto
+        ,ship_r
+        ,CASE WHEN ship_r IS NULL THEN NULL::text ELSE sc.bvadr6 END ship_dba
+        ,sc.bvclas ship_class
+        ,sc.bvsalm ship_rep
+    FROM
+        swap
+        ----default to the replacement customer but join to original otherwise since still neeed
+        ----customer info for revised quote rep
+        LEFT OUTER JOIN lgdat.cust bc ON
+            bc.bvcust = COALESCE(swap.bill_r,billto)
+        LEFT OUTER JOIN lgdat.cust sc ON
+            sc.bvcust = COALESCE(swap.ship_r,shipto)
+)
+--put bill to and ship to back together and join in channel, terms, descriptions, etc
+,seg AS (
+    SELECT
+        x.glec
+        ,x.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)
+)
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
+,remove AS (
+    SELECT
+        fspr
+        ,plnt          ---master data 
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data 
+        ,director
+        ,billto_group          --master data 
+        ,shipto_group
+        ,chan          --master data 
+        ,chansub
+        ,chan_retail
+        ,part
+        ,part_descr
+        ,part_group
+        ,branding
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,segm
+        ,substance
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,-units units
+        ,-value_loc value_loc
+        ,-value_usd value_usd
+        ,-cost_loc cost_loc
+        ,-cost_usd cost_usd
+        ,calc_status          --0 
+        ,flag          --0 
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+        ,'replace_version' "version"
+        ,'replace_source'||' volume'  iter
+        ,log.id
+        ,COALESCE(log.doc->>'tag','') "tag"
+        ,log.doc->>'message' "comment"
+        ,log.doc->>'type' module
+    FROM
+        rlarp.osm_pool o
+        CROSS JOIN log
+        INNER JOIN cust c ON
+            c.billto = SUBSTRING(o.bill_cust_descr,1,8)
+            AND c.shipto = SUBSTRING(o.ship_cust_descr,1,8)
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+)
+,repl AS (
+    SELECT
+         o.fspr
+        ,o.plnt          ---master data 
+        ,o.promo          --history date mix
+        ,o.terms
+        ,COALESCE(c.bill_r||' - '||c.bill_dba,o.bill_cust_descr) bill_cust_descr
+        ,COALESCE(c.ship_r||' - '||c.ship_dba,o.ship_cust_descr) ship_cust_descr
+        ,o.dsm
+        ,(regexp_match(r.repp,'.* - (.*)$'))[1] quota_rep_descr
+        ,r.director
+        ,COALESCE(c.bill_dba,o.billto_group) billto_group
+        ,COALESCE(c.ship_dba,o.shipto_group) shipto_group
+        ,CASE SUBSTRING(c.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(c.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 chan
+        ,CASE SUBSTRING(c.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(c.ship_class,2,3)
+                    WHEN 'DIS' THEN 'WHS'
+                    ELSE CASE SUBSTRING(c.ship_class,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
+                END
+            WHEN 'MAS' THEN 'RMN'
+            WHEN 'NAT' THEN 'RMN'
+            ELSE CASE SUBSTRING(c.ship_class,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
+        END 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
+        ,-o.value_loc value_loc
+        ,-o.value_usd value_usd
+        ,-o.cost_loc cost_loc
+        ,-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
+        ,o."version"
+        ,o.iter
+        ,o.id
+        ,o."tag"
+        ,o."comment"
+        ,o.module
+    FROM
+        remove o
+        INNER JOIN cust c ON
+            c.billto = SUBSTRING(o.bill_cust_descr,1,8)
+            AND c.shipto = SUBSTRING(o.ship_cust_descr,1,8)
+        LEFT OUTER JOIN rlarp.repc r ON
+             r.rcode =  CASE WHEN COALESCE(substring(ming_descr,1,3),'') = '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(o.segm,'') = 'Retail' AND  COALESCE((SELECT currep FROM lgpgm.usrcust where cucust = c.bill_r),'') <> '' 
+                                THEN 
+                                    (SELECT currep FROM lgpgm.usrcust where cucust = c.bill_r)
+                                --default logic
+                                ELSE 
+                                    CASE SUBSTR(c.bill_class,2,3)
+                                        WHEN 'DIS' THEN c.ship_rep
+                                        ELSE c.bill_rep
+                                    END
+                            END
+                        END
+)
+--select bill_cust_descr, ship_cust_descr, sum(value_usd) from (SELECT * FROM remove UNION ALL SELECT * FROM repl) x group by bill_cust_descr, ship_cust_descr
+,ins AS (
+    INSERT INTO rlarp.osm_pool SELECT * FROM remove UNION ALL SELECT * FROM repl RETURNING *
+)
+,insagg AS (
+    SELECT
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
+        ,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
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+)
+SELECT json_agg(row_to_json(insagg)) x from insagg
+

route_sql/swap_fit.sql

@@ -0,0 +1,77 @@
+WITH 
+target AS (select 'replace_new_mold' new_mold)
+,basemix AS (
+    SELECT
+        part,
+        stlc,
+        colc,
+        colgrp,
+        coltier,
+        sizc,
+        SUM(value_usd) value_usd
+    FROM
+        rlarp.osm_pool o
+        LEFT OUTER JOIN rlarp.itemmv i ON
+            i.item = o.part
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+        -----------------additional params-------------------
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND order_date <= ship_date
+    GROUP BY
+        part,
+        stlc,
+        colc,
+        colgrp,
+        coltier,
+        sizc
+)
+--SELECT * FROM basemix
+,tag AS (
+    SELECT
+        b.part
+        ,b.value_usd
+        --,b.stlc
+        --,b.sizc
+        --,b.colgrp
+        --,b.coltier
+        --,b.colc
+        ,i.item
+        ,CASE WHEN b.sizc = i.sizc THEN '1' ELSE '0' END||
+        CASE WHEN i.aplnt = 'I' THEN '0' ELSE '1' END||
+        CASE WHEN b.colgrp = i.colgrp THEN '1' ELSE '0' END||
+        CASE WHEN b.coltier = i.coltier THEN '1' ELSE '0' END||
+        CASE WHEN b.colc = i.colc THEN '1' ELSE '0' END||
+        CASE WHEN substring(b.part,9,12) = substring(i.item,9,12) THEN '1' ELSE 0 END fit
+    FROM
+        basemix b
+        LEFT OUTER JOIN rlarp.itemmv i ON
+            i.stlc = (SELECT new_mold FROM target WHERE new_mold <> '')
+            AND CASE WHEN b.sizc = i.sizc THEN '1' ELSE '0' END||
+            CASE WHEN i.aplnt = 'I' THEN '0' ELSE '1' END||
+            CASE WHEN b.colgrp = i.colgrp THEN '1' ELSE '0' END||
+            CASE WHEN b.coltier = i.coltier THEN '1' ELSE '0' END||
+            CASE WHEN b.colc = i.colc THEN '1' ELSE '0' END||
+            CASE WHEN substring(b.part,9,12) = substring(i.item,9,12) THEN '1' ELSE 0 END >=  '111110'
+)
+--SELECT * FROM tag 
+,rsort AS (
+SELECT
+    part,
+    value_usd,
+    item swap,
+    fit,
+    ROW_NUMBER() OVER (PARTITION BY tag.part ORDER BY fit DESC) ranked
+FROM 
+    tag
+ORDER BY 
+    part
+    ,fit desc
+)
+SELECT
+    json_agg(row_to_json(rsort)) x
+FROM
+    rsort
+WHERE
+    ranked = 1

route_sql/swap_post.sql

@@ -0,0 +1,264 @@
+WITH 
+target AS (SELECT $$swap_doc$$::jsonb swap)
+,pl AS (
+    SELECT
+        -----trim white space on CMS part numbers coming from spreadsheet master data----
+        rtrim(x.original) AS original
+        ,sales
+        ,rtrim(x."replace") AS replace
+        ,rtrim(x.fit) fit
+    FROM
+        TARGET
+        LEFT JOIN LATERAL jsonb_to_recordset(target.swap->'rows') AS x(original text, sales numeric, replace text, fit text)ON TRUE
+    WHERE
+        COALESCE(x.replace,'') <> ''
+)
+--select * from pl
+,seg AS (
+    SELECT
+        x.glec
+        ,x.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)
+)
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
+,remove AS (
+    SELECT
+        fspr
+        ,plnt          ---master data 
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data 
+        ,director
+        ,billto_group          --master data 
+        ,shipto_group
+        ,chan          --master data 
+        ,chansub
+        ,chan_retail
+        ,part
+        ,part_descr
+        ,part_group
+        ,branding
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,segm
+        ,substance
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,-units units
+        ,-value_loc value_loc
+        ,-value_usd value_usd
+        ,-cost_loc cost_loc
+        ,-cost_usd cost_usd
+        ,calc_status          --0 
+        ,flag          --0 
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+        ,'replace_version' "version"
+        ,'replace_source'||' volume'  iter
+        ,log.id
+        ,COALESCE(log.doc->>'tag','') "tag"
+        ,log.doc->>'message' "comment"
+        ,log.doc->>'type' module
+    FROM
+        rlarp.osm_pool o
+        CROSS JOIN log
+        INNER JOIN pl ON
+            pl.original = o.part
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+)
+,repl AS (
+    SELECT
+        fspr
+        ,m.dplt plnt          ---master data
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data
+        ,director
+        ,billto_group          --master data
+        ,shipto_group
+        ,chan          --master data
+        ,chansub
+        ,chan_retail
+        ,pl.replace part
+        ,m.item || ' - ' || m.descr partd
+        ,substring(pl.replace,1,8) part_group
+        ,m.branding branding
+        ,m.majg||' - '||m.majgd majg_descr
+        ,m.ming||' - '||m.mingd ming_descr
+        ,m.majs||' - '||m.majsd majs_descr
+        ,m.mins||' - '||m.minsd mins_descr
+        ,seg.segm
+        ,substance
+        ,fs_line          --master data
+        ,r_currency          --history cust mix
+        ,r_rate          --master data
+        ,r.curr c_currency          --master data
+        ,x.rate c_rate          --master data
+        ,-units units
+        ,-value_loc value_loc
+        ,-value_usd value_usd
+        ,-units * c.std cost_loc
+        ,-units * c.std * x.rate cost_usd
+        ,calc_status          --0
+        ,flag          --0
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+        ,o."version"
+        ,o.iter
+        ,o.id
+        ,o."tag"
+        ,o."comment"
+        ,o.module
+    FROM
+        remove o
+        INNER JOIN pl ON
+            pl.original = o.part
+        INNER JOIN rlarp.itemmv m ON
+            m.item = pl.replace
+        LEFT OUTER JOIN rlarp.icstx c ON
+            c.part = pl.replace
+            AND c.plnt = m.dplt
+        LEFT OUTER JOIN rlarp.plpr r ON
+            yaplnt = m.dplt
+        LEFT OUTER JOIN rlarp.ffcret x ON
+            x.fcur = r.curr
+            AND x.tcur = 'US'
+            AND x.rtyp = 'BG'
+            AND x.perd = '2101'
+        LEFT OUTER JOIN seg ON
+            seg.glec = m.glec
+)
+,ins AS (
+    INSERT INTO rlarp.osm_pool SELECT * FROM remove UNION ALL SELECT * FROM repl RETURNING *
+)
+,insagg AS (
+    SELECT
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
+        ,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
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+)
+SELECT json_agg(row_to_json(insagg)) x from insagg
+

route_sql/undo.sql

@@ -0,0 +1,8 @@
+WITH
+d AS (
+    DELETE FROM rlarp.osm_log WHERE id = replace_id RETURNING id
+)
+,d_osm AS (
+    DELETE FROM rlarp.osm_pool WHERE logid IN (select id from d)
+)
+SELECT json_agg(row_to_json(d)) x from d

sample_request.json

@@ -0,0 +1,28 @@
+{
+    "scenario": {
+        "quota_rep_descr": "TINA PETTIGREW",
+        "substance": "Plastic",
+        "chan": "DIR",
+        "billto_group": "H&A MASTRONARDI",
+        "shipto_group": "H&A MASTRONARDI",
+        "majg_descr": "110 - INJECTION",
+        "part_descr": "HWA13000E21B025LZBLD - 13.00 WRAPT HP CHOCOLATE",
+        "version": "b21",
+        "iter": [
+            "copy",
+            "adj volume",
+            "adj price",
+            "upload volume",
+            "upload price"
+        ]
+    },
+    "stamp": "2020-02-19 17:03:38",
+    "user": "Trowbridge, Paul",
+    "source": "adj",
+    "message": "2% on volume and price",
+    "tag": "standard price",
+    "version": "b21",
+    "type": "scale_vp",
+    "qty": 453.60,
+    "amount": 728.43624
+}