updates

build/build_forecast.sql

@@ -122,8 +122,8 @@ baseline AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat) sdate
         ,ss.ssyr sseas
-        ,'b26-act' "version"
-        ,'actuals' iter
+        ,'B27' "version"
+        ,'Act' iter
     FROM
         rlarp.osm o
         --snap the ship dates of the historic fiscal period
@@ -135,12 +135,12 @@ baseline AS (
     WHERE
         (
             --base period orders booked....
-            o.odate BETWEEN '2024-06-01' AND '2025-03-31'
+            o.odate BETWEEN '2025-06-01' AND '2026-02-28'
             --...or any open orders currently booked before cutoff....
             --OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2023-03-01')
             --...or anything that shipped in that period
             --OR ((o.fspr BETWEEN '1901' AND '1912' OR o.fspr = '0000') AND o.sdate < '2023-03-01')
-            OR (o.fspr BETWEEN '2501' AND '2510') 
+            OR (o.fspr BETWEEN '2601' AND '2609') 
         )
         AND fs_line = '41010'
         AND calc_status <> 'CANCELED'
@@ -282,8 +282,8 @@ baseline AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat)  + interval '1 year' sdate
         ,ss.ssyr  sseas
-        ,'b26-act' "version"
-        ,'actuals_plug' iter
+        ,'B27' "version"
+        ,'ActPlug' iter
     FROM
         rlarp.osm o
         LEFT OUTER JOIN rlarp.gld ON
@@ -291,8 +291,9 @@ baseline AS (
         LEFT OUTER JOIN rlarp.gld ss ON
             greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat
     WHERE
-        true 
-        AND o.odate BETWEEN '2024-04-01' AND '2024-05-31'
+        -- true 
+        false
+        AND o.odate BETWEEN '2025-03-01' AND '2025-05-31'
         AND fs_line = '41010'
         AND calc_status <> 'CANCELED'
         --AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
@@ -436,19 +437,20 @@ baseline AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat) sdate
         ,ss.ssyr  sseas
-        ,'b24' "version"
-        ,'forecast_plug' iter
+        ,'B27' "version"
+        ,'PFc' iter
     FROM
-        rlarp.osmp o
+        rlarp.osmfs o
         LEFT OUTER JOIN rlarp.gld ON
             gld.fspr = o.fspr
         LEFT OUTER JOIN rlarp.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'
+        -- false
+        o.odate BETWEEN '2026-03-01' AND '2026-05-31'
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        AND version = '5+7'
         ------dont pull forecast for a baseline this time around--
     GROUP BY
         o.fspr
@@ -580,8 +582,8 @@ SELECT
     ,o.pseas + 1                    --incremented
     ,o.sdate + interval '1 years'    --incremented
     ,o.sseas + 1                    --incremented
-    ,'b26' "version"
-    ,'copy' iter
+    ,'B27' "version"
+    ,'Baseline' iter
 FROM
     baseline o
     LEFT OUTER JOIN rlarp.gld ON

build/build_pool.sql

@@ -181,6 +181,8 @@ FROM
         seg.glec = o.glec
     LEFT OUTER JOIN "CMS.CUSLG".itemm i ON
         i.item = o.part
+WHERE 
+    version = 'B27'
 )
 SELECT * FROM loadset WHERE iter NOT IN ('py carryover','short ship','bad date')
 ) WITH DATA;

build/convert_pool_all.sql

@@ -3,7 +3,7 @@ LANGUAGE plpgsql AS
 $func$
 BEGIN
 
-DELETE FROM rlarp.osmfs;
+DELETE FROM rlarp.osmfs WHERE version = 'B27';
 
 INSERT INTO
     rlarp.osmfs
@@ -204,11 +204,22 @@ UPDATE
 SET 
     fb_cst_loc_fut = c.std * o.fb_qty 
 FROM 
-    rlarp.arcstx c 
+    rlarp.ftcstx c 
 WHERE
         c.part = o.part 
         AND c.plnt = o.plnt;
 
+
+UPDATE 
+    rlarp.osmfs o 
+SET 
+    fb_cst_loc_fut = fb_cst_loc 
+    ,fb_cst_loc_cur = fb_cst_loc
+WHERE 
+    fb_cst_loc_cur is NULL 
+    OR fb_cst_loc_fut IS NULL;
+
+
 ----------------------------SET BILL-TO REP------------------------------------
 
 UPDATE

build/convert_to_budget.sql

@@ -1,111 +1,118 @@
+DELETE FROM 
+    rlarp.osmp
+WHERE
+    version like 'b26%';
+
 INSERT INTO
-    rlarp.osmp_dev
+    rlarp.osmp
 SELECT
-    "ddord#" 
-    ,"dditm#"
-    ,"fgbol#"
-    ,"fgent#"
-    ,"diinv#"
-    ,"dilin#"
-    ,quoten
-    ,quotel
-    ,dcodat
-    ,ddqdat
-    ,dcmdat
-    ,fesdat
-    ,dhidat
-    ,fesind
-    ,dhpost
-    ,fspr
-    ,ddqtoi
-    ,ddqtsi
-    ,fgqshp
-    ,diqtsh
-    ,diext
-    ,ditdis
-    ,discj
-    ,dhincr
-    ,plnt
-    ,promo
-    ,return_reas
-    ,terms
-    ,custpo
-    ,remit_to
-    ,bill_class
-    ,bill_cust
-    ,bill_rep
-    ,bill_terr
-    ,ship_class
-    ,ship_cust
-    ,ship_rep
-    ,ship_terr
-    ,dsm
-    ,account
-    ,shipgrp
-    ,geo
-    ,chan
-    ,chansub
-    ,orig_ctry
-    ,orig_prov
-    ,orig_post
-    ,bill_ctry
-    ,bill_prov
-    ,bill_post
-    ,dest_ctry
-    ,dest_prov
-    ,dest_post
-    ,part
-    ,styc
-    ,colc
-    ,colgrp
-    ,coltier
-    ,colstat
-    ,sizc
-    ,pckg
-    ,kit
-    ,brnd
-    ,majg
-    ,ming
-    ,majs
-    ,mins
-    ,gldco
-    ,gldc
-    ,glec
-    ,harm
-    ,clss
-    ,brand
-    ,assc
-    ,ddunit
-    ,unti
-    ,lbs
-    ,plt
-    ,plcd
-    ,fs_line
-    ,r_currency
-    ,r_rate
-    ,c_currency
-    ,c_rate
-    ,fb_qty
-    ,fb_val_loc
-    ,fb_val_loc_dis
-    ,fb_val_loc_qt
-    ,fb_val_loc_pl
-    ,fb_val_loc_tar
-    ,fb_cst_loc
-    ,fb_cst_loc_cur
-    ,fb_cst_loc_fut
-    ,calc_status
-    ,flag
-    ,odate
-    ,oseas
-    ,rdate
-    ,rseas
-    ,sdate
-    ,sseas
-    ,'b22'
+     "ddord#"         
+    ,"dditm#"         
+    ,"fgbol#"         
+    ,"fgent#"         
+    ,"diinv#"         
+    ,"dilin#"         
+    ,quoten         
+    ,quotel         
+    ,dcodat         
+    ,ddqdat         
+    ,ddrdat         
+    ,fesdat         
+    ,dhidat         
+    ,fesind         
+    ,dhpost         
+    ,fspr           
+    ,ddqtoi         
+    ,ddqtsi         
+    ,fgqshp         
+    ,diqtsh         
+    ,diext          
+    ,ditdis         
+    ,discj          
+    ,dhincr         
+    ,plnt           
+    ,promo          
+    ,rreas          
+    ,terms          
+    ,custpo         
+    ,remit_to       
+    ,bill_class     
+    ,bill_cust      
+    ,bill_rep       
+    ,bill_terr      
+    ,ship_class     
+    ,ship_cust      
+    ,ship_rep       
+    ,ship_terr      
+    ,dsm            
+    ,account        
+    ,shipgrp        
+    ,geo            
+    ,chan           
+    ,chansub        
+    ,orig_ctry      
+    ,orig_prov      
+    ,orig_post      
+    ,bill_ctry      
+    ,bill_prov      
+    ,bill_post      
+    ,dest_ctry      
+    ,dest_prov      
+    ,dest_post      
+    ,part           
+    ,stlc           
+    ,colc           
+    ,colgrp         
+    ,coltier        
+    ,colstat        
+    ,sizc           
+    ,uomp           
+    ,suffix         
+    ,accs_ps        
+    ,brnd           
+    ,majg           
+    ,ming           
+    ,majs           
+    ,mins           
+    ,gldco          
+    ,gldc           
+    ,glec           
+    ,harm           
+    ,clss           
+    ,brand          
+    ,assc           
+    ,ddunit         
+    ,unti           
+    ,lbs            
+    ,plt            
+    ,plcd           
+    ,fs_line        
+    ,r_currency     
+    ,r_rate         
+    ,c_currency     
+    ,c_rate         
+    ,fb_qty         
+    ,fb_val_loc     
+    ,fb_val_loc_dis 
+    ,fb_val_loc_qt  
+    ,fb_val_loc_pl  
+    ,fb_val_loc_tar 
+    ,fb_cst_loc     
+    ,fb_cst_loc_cur 
+    ,fb_cst_loc_fut 
+    ,calc_status    
+    ,flag           
+    ,odate          
+    ,oseas          
+    ,rdate          
+    ,rseas          
+    ,pdate          
+    ,pseas          
+    ,sdate          
+    ,sseas          
+    ,version        
     ,iter || ' - ' || tag iter
 FROM
-    rlarp.osmfs_dev
+    rlarp.osmfs
 WHERE
-    oseas = 2022
-    OR sseas = 2022;
+    version like 'b26%';

build/snap_customer.sql

@@ -135,101 +135,37 @@ WHERE
 ---------------------------SET QUOTA REP---------------------------------------
 
 
-UPDATE
-    rlarp.osmf s
-SET
-    dsm = cr.quota_rep
-FROM
-(
+
+MERGE INTO 
+    rlarp.osmf AS s
+USING (
     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 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;
+         s.bill_cust
+        ,s.ship_cust
+        ,s.glec
+        ,CASE substring(bc.cclass, 2, 3) 
+            WHEN 'DIR' THEN bc.default_rep
+            ELSE COALESCE(sc.default_rep, bc.default_rep)
+        END AS default_rep
+        ,CASE substring(bc.cclass, 2, 3) 
+            WHEN 'DIR' THEN bc.tier
+            ELSE COALESCE(sc.tier, bc.tier)
+        END AS customer_tier
+        ,CASE 
+            WHEN COALESCE(s.glec, '') = '1RE' AND COALESCE(bc.retail_rep, '') <> '' 
+            THEN bc.retail_rep 
+            ELSE NULL 
+        END AS retail_rep
+    FROM rlarp.osmf s
+    LEFT JOIN rlarp.cust bc ON bc.code = s.bill_cust
+    LEFT JOIN rlarp.cust sc ON sc.code = s.ship_cust
+    WHERE glec IS NOT NULL
+) AS cr
+ON 
+    cr.bill_cust = s.bill_cust AND
+    COALESCE(cr.ship_cust, '') = COALESCE(s.ship_cust, '') AND
+    s.glec = cr.glec
+WHEN MATCHED THEN
+UPDATE SET
+    dsm             = COALESCE(cr.retail_rep, cr.default_rep);
 
---------------------------------------------------------------------------
----------------------------Add Ownership columns--------------------------
---------------------------------------------------------------------------
-
-UPDATE 
-    rlarp.osmf s
-SET
-    dsm = cr.default_rep
-    -- keyaccount_rep = cr.keyaccount_rep,
-    -- retail_rep = cr.retail_rep,
-    -- inside_rep = cr.inside_rep
-FROM (
-    SELECT DISTINCT
-         s.bill_cust,
-         bc.cclass,
-         s.ship_cust,
-         CASE substring(s.ming, 1, 3)
-             WHEN 'A27' THEN '70100'
-             ELSE COALESCE(sc.default_rep, bc.default_rep)
-         END AS default_rep,
-         CASE
-             WHEN COALESCE(sc.keyaccount_rep, '') <> '' AND bc.cclass = 'GDIS' THEN sc.keyaccount_rep
-             ELSE bc.keyaccount_rep
-         END AS keyaccount_rep,
-         s.glec,
-         CASE
-             WHEN COALESCE(s.glec, '') = '1RE' AND COALESCE(bc.retail_rep, '') <> '' THEN bc.retail_rep
-             ELSE NULL
-         END AS retail_rep,
-         CASE SUBSTRING(bc.cclass, 2, 3)
-             WHEN 'DIS' THEN sc.inside_rep
-             ELSE bc.inside_rep
-         END AS inside_rep
-    FROM
-        rlarp.osmf s
-    LEFT OUTER JOIN rlarp.cust bc ON bc.code = s.bill_cust
-    LEFT OUTER JOIN rlarp.cust sc ON sc.code = s.ship_cust
-    WHERE
-        glec IS NOT NULL
-) cr
-WHERE
-    cr.glec = s.glec
-    AND cr.bill_cust = s.bill_cust
-    AND COALESCE(cr.ship_cust, '') = COALESCE(s.ship_cust, '');
-
-
--- UPDATE 
---     rlarp.osmf o
--- SET
---     director = r.director
--- FROM
---     rlarp.repc r
--- WHERE
---     r.rcode = o.dsm;

curl_routes/get_pool.sh

@@ -0,0 +1,4 @@
+curl -k -X GET https://usmidsap02:8080/get_pool \
+  -H "Content-Type: application/json" \
+  -d '{"scenario":{"quota_rep_descr":"MICHAEL LAZERICK"},"version":"1.10.1","username":"Trowbridge, Paul"}'
+

fake_master/customers.pg.sql

@@ -0,0 +1,3 @@
+SELECT * FROM (VALUES
+('TRGS0001','','TARGET STORES','TARGET STORES','US','1','USA','GA','ATLANTA','South','US','US East','Ryan Chitwood','39','RNAT','A','B','','','','50802 - TONY LANDINO','','','')
+) x(code,default_billto,descr,dba,currency,fxcurr,country,province,city,nursery_region,greenhouse_region,general_region,rep_region,remit_to,cclass,status,ctype,plevel,folder,lists,default_rep,retail_rep,inside_rep,keyaccount_rep)

fake_master/items.pg.sql

@@ -0,0 +1,99 @@
+INSERT INTO "CMS.CUSLG".itemm 
+SELECT
+     ITEM
+    ,DESCR
+    ,DESCR2
+    ,DESCR3
+    ,GLEC
+    ,STLC
+    ,STLCD
+    ,P93
+    ,COLC
+    ,COLCD
+    ,COLGRP
+    ,COLTIER
+    ,COLTIERD
+    ,COLSTAT
+    ,SIZC
+    ,PACKAGE
+    ,KIT
+    ,BRANDING
+    ,SUFFIX
+    ,SUFFIXD
+    ,ACCS
+    ,ACCS_PS
+    ,ACC_LIST
+    ,CATA
+    ,CLSS
+    ,ASSC
+    ,SASC
+    ,BRAND
+    ,DPLT
+    ,HARM
+    ,UOMP
+    ,UNTI
+    ,NWHT
+    ,NWUN
+    ,TYPE
+    ,MAJG
+    ,MAJGD
+    ,MING
+    ,MINGD
+    ,MAJS
+    ,MAJSD
+    ,MINS
+    ,MINSD
+    ,GLCD
+    ,GLDCD
+    ,MINO
+    ,APLNT
+    ,IREAS
+    ,PARTGROUP
+    ,PARTGROUPD
+    ,PRICEGROUP
+    ,V1DS
+    ,MPCK::numeric
+    ,CURSTD::numeric
+    ,CURSTDUS::numeric
+    ,FUTSTD::numeric
+    ,FUTSTDUS::numeric
+    ,PRODGROUP
+    FROM (VALUES
+('RET12000G18C004','12" Room Essentials Planter','','','1RE','ECA16000','ECA16000','G18','G18','BLACK','B','B','BASE','A','CKL','CASE','','','','','','','','','','','','','','','','',1.35460979312176,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET12000','12" Room Essentials Planter','12" Planter','','0',3.34,3.34,3.34,3.34,'DECO'),
+('RET12000BH9C004','12" Room Essentials Planter','','','1RE','RET12000','','BH9','BH9','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',1.35460979312176,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET12000','12" Room Essentials Planter','12" Planter','','0',4.37,4.37,4.37,4.37,'DECO'),
+('RET12000E79C004','12" Room Essentials Planter','','','1RE','RET12000','','E79','E79','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',1.35460979312176,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET12000','12" Room Essentials Planter','12" Planter','','0',4.37,4.37,4.37,4.37,'DECO'),
+('RET12000A69C004','12" Room Essentials Planter','','','1RE','RET12000','','A69','A69','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',1.35460979312176,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET12000','12" Room Essentials Planter','12" Planter','','0',4.37,4.37,4.37,4.37,'DECO'),
+('RET16000G18C004','16" Room Essentials Planter','','','1RE','RET16000','','G18','G18','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',2.14562285367087,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET16000','16" Room Essentials Planter','16" Planter','','0',5.14,5.14,5.14,5.14,'DECO'),
+('RET16000BH9C004','16" Room Essentials Planter','','','1RE','RET16000','','BH9','BH9','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',2.14562285367087,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET16000','16" Room Essentials Planter','16" Planter','','0',5.96,5.96,5.96,5.96,'DECO'),
+('RET16000E79C004','16" Room Essentials Planter','','','1RE','RET16000','','E79','E79','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',2.14562285367087,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET16000','16" Room Essentials Planter','16" Planter','','0',5.96,5.96,5.96,5.96,'DECO'),
+('RET16000A69C004','16" Room Essentials Planter','','','1RE','RET16000','','A69','A69','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',2.14562285367087,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET16000','16" Room Essentials Planter','16" Planter','','0',5.96,5.96,5.96,5.96,'DECO'),
+('RET21000G18C004','21" Room Essentials Planter','','','1RE','RET21000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',3.64113178326671,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET21000','21" Room Essentials Planter','21" Planter','','0',7.83,7.83,7.83,7.83,'DECO'),
+('RET21000BH9C004','21" Room Essentials Planter','','','1RE','RET21000','','BH9','BH9','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',3.64113178326671,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET21000','21" Room Essentials Planter','21" Planter','','0',10.62,10.62,10.62,10.62,'DECO'),
+('RET21000E79C004','21" Room Essentials Planter','','','1RE','RET21000','','E79','E79','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',3.64113178326671,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET21000','21" Room Essentials Planter','21" Planter','','0',10.62,10.62,10.62,10.62,'DECO'),
+('RET21000A69C004','21" Room Essentials Planter','','','1RE','RET21000','','A69','A69','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',3.64113178326671,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET21000','21" Room Essentials Planter','21" Planter','','0',10.62,10.62,10.62,10.62,'DECO'),
+('RET04000G18C004','04" Room Essentials Planter','','','1RE','RET04000','','G18','G18','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.237303986104519,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET04000','04" Room Essentials Planter','04" Planter','','0',1.39,1.39,1.39,1.39,'DECO'),
+('RET04000DF9C004','04" Room Essentials Planter','','','1RE','RET04000','','DF9','DF9','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.237303986104519,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET04000','04" Room Essentials Planter','04" Planter','','0',1.57,1.57,1.57,1.57,'DECO'),
+('RET04000BH9C004','04" Room Essentials Planter','','','1RE','RET04000','','BH9','BH9','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.237303986104519,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET04000','04" Room Essentials Planter','04" Planter','','0',1.57,1.57,1.57,1.57,'DECO'),
+('RET04000A69C004','04" Room Essentials Planter','','','1RE','RET04000','','A69','A69','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.237303986104519,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET04000','04" Room Essentials Planter','04" Planter','','0',1.57,1.57,1.57,1.57,'DECO'),
+('RET04000E79C004','04" Room Essentials Planter','','','1RE','RET04000','','E79','E79','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.237303986104519,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET04000','04" Room Essentials Planter','04" Planter','','0',1.57,1.57,1.57,1.57,'DECO'),
+('RET04000C39C004','04" Room Essentials Planter','','','1RE','RET04000','','C39','C39','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.237303986104519,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET04000','04" Room Essentials Planter','04" Planter','','0',1.57,1.57,1.57,1.57,'DECO'),
+('RET08000G18C004','08" Room Essentials Planter','','','1RE','RET08000','','G18','G18','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.41,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET08000','08" Room Essentials Planter','08" Planter','','0',1.57,1.57,1.57,1.57,'DECO'),
+('RET08000DF9C004','08" Room Essentials Planter','','','1RE','RET08000','','DF9','DF9','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.41,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET08000','08" Room Essentials Planter','08" Planter','','0',2,2,2,2,'DECO'),
+('RET08000BH9C004','08" Room Essentials Planter','','','1RE','RET08000','','BH9','BH9','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.41,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET08000','08" Room Essentials Planter','08" Planter','','0',2,2,2,2,'DECO'),
+('RET08000C39C004','08" Room Essentials Planter','','','1RE','RET08000','','C39','C39','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.41,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET08000','08" Room Essentials Planter','08" Planter','','0',2,2,2,2,'DECO'),
+('RET08000E79C004','08" Room Essentials Planter','','','1RE','RET08000','','E79','E79','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.41,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET08000','08" Room Essentials Planter','08" Planter','','0',2,2,2,2,'DECO'),
+('RET08000A69C004','08" Room Essentials Planter','','','1RE','RET08000','','A69','A69','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.41,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RET08000','08" Room Essentials Planter','08" Planter','','0',2,2,2,2,'DECO'),
+('REC10000000C0024','10" Threshold Saucer','','','1RE','REC10000','','000','000','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.24,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REC10000','10" Threshold Saucer','10" Planter','','0',0.48,0.48,0.48,0.48,'DECO'),
+('REC12000000C0024','12" Threshold Saucer','','','1RE','REC12000','','000','000','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.31,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REC12000','12" Threshold Saucer','12" Planter','','0',0.58,0.58,0.58,0.58,'DECO'),
+('REC06000000C0024','06" Threshold Saucer','','','1RE','REC06000','','000','000','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.1,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REC06000','06" Threshold Saucer','06" Planter','','0',0.3,0.3,0.3,0.3,'DECO'),
+('REC08000000C0024','08" Threshold Saucer','','','1RE','REC08000','','000','000','','C','M','PREMIUM','A','CXX','CASE','','','','','','','','','','','','','','','','',0.14,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REC08000','08" Threshold Saucer','08" Planter','','0',0.37,0.37,0.37,0.37,'DECO'),
+('REQ10000G18C004','10" Room Essentials SW Planter','','','1RE','REQ10000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',1.114170194214,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REQ10000','10" Room Essentials SW Planter','10" Planter','','0',2.09,2.09,2.09,2.09,'DECO'),
+('RES12000G18C004','12" Room Essentials SW Planter','','','1RE','RES12000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',0.955711933717807,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RES12000','12" Room Essentials SW Planter','12" Planter','','0',3.1,3.1,3.1,3.1,'DECO'),
+('RES16000G18C002','16" Room Essentials SW Planter','','','1RE','RES16000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',2.26561420389623,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RES16000','16" Room Essentials SW Planter','16" Planter','','0',5.67,5.67,5.67,5.67,'DECO'),
+('REW16000G18C004','16" Room Essentials SW Window Box','','','1RE','REW16000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',0.750639146304638,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REW16000','16" Room Essentials SW Window Box','16" Planter','','0',2.54,2.54,2.54,2.54,'DECO'),
+('RES20000G18C004','20" Room Essentials SW Planter','','','1RE','RES20000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',5.959803675,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RES20000','20" Room Essentials SW Planter','20" Planter','','0',9.19,9.19,9.19,9.19,'DECO'),
+('RES24000G18C004','24" Room Essentials SW Window Box','','','1RE','RES24000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',2.25326467485317,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RES24000','24" Room Essentials SW Window Box','24" Planter','','0',5.1,5.1,5.1,5.1,'DECO'),
+('REU08000G18C004','Room Essentials 2 Pack','','','1RE','REU08000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',1.30128563157895,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REU08000','Room Essentials 2 Pack','Planter Assortment','','0',2.93,2.93,2.93,2.93,'DECO'),
+('REQ06000G18C004','06" Room Essentials SW Planter','','','1RE','REQ06000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',0.333667425107019,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','REQ06000','06" Room Essentials SW Planter','06" Planter','','0',1.46,1.46,1.46,1.46,'DECO'),
+('RES08000G18C004','08" Room Essentials SW Planter','','','1RE','RES08000','','G18','G18','','B','B','BASE','A','CXX','CASE','','','','','','','','','','','','','','','','',0.414951121992128,'LB','M','110','110 - INJECTION','C10','C10 - PACKED FOR R','111','111 - PLANTER','A01','A01 - ROUND POTS','52F','MIDDLEFIELD FINISHED GOODS','0','A','','RES08000','08" Room Essentials SW Planter','08" Planter','','0',1.49,1.49,1.49,1.49,'DECO')
+) x(ITEM,DESCR,DESCR2,DESCR3,GLEC,STLC,STLCD,P93,COLC,COLCD,COLGRP,COLTIER,COLTIERD,COLSTAT,SIZC,PACKAGE,KIT,BRANDING,SUFFIX,SUFFIXD,ACCS,ACCS_PS,ACC_LIST,CATA,CLSS,ASSC,SASC,BRAND,DPLT,HARM,UOMP,UNTI,NWHT,NWUN,TYPE,MAJG,MAJGD,MING,MINGD,MAJS,MAJSD,MINS,MINSD,GLCD,GLDCD,MINO,APLNT,IREAS,PARTGROUP,PARTGROUPD,PRICEGROUP,V1DS,MPCK,CURSTD,CURSTDUS,FUTSTD,FUTSTDUS,PRODGROUP)

inquirey/mix.pg.sql

@@ -0,0 +1,103 @@
+SELECT
+     o.fspr            
+    ,o.plnt            
+    ,o.promo           
+    ,o.terms           
+    ,o.bill_cust_descr 
+    ,o.ship_cust_descr 
+    ,o.dsm             
+    ,o.quota_rep_descr 
+    ,o.director        
+    ,o.billto_group    
+    ,o.shipto_group    
+    ,o.chan            
+    ,o.chansub         
+    ,o.chan_retail     
+    ,o.part            
+    ,o.part_descr      
+    ,o.part_group      
+    ,o.branding        
+    ,o.majg_descr      
+    ,o.ming_descr      
+    ,o.majs_descr      
+    ,o.mins_descr      
+    ,o.segm            
+    ,o.substance       
+    ,o.fs_line         
+    ,o.r_currency      
+    ,o.r_rate          
+    ,o.c_currency      
+    ,o.c_rate          
+    ,0::numeric units           
+    ,(c.price_choice * sum(o.units) - sum(value_usd))/o.r_rate value_loc       
+    ,c.price_choice * sum(o.units) - sum(value_usd) value_usd       
+    ,0::numeric cost_loc        
+    ,0::numeric cost_usd        
+    ,o.calc_status     
+    ,o.flag            
+    ,o.order_date      
+    ,o.order_month     
+    ,o.order_season    
+    ,o.request_date    
+    ,o.request_month   
+    ,o.request_season  
+    ,o.ship_date       
+    ,o.ship_month      
+    ,o.ship_season     
+    ,o.version         
+    ,'Pricing 2' iter            
+    ,pounds
+FROM 
+    rlarp.osm_pool o
+    -- CROSS JOIN logload
+    INNER JOIN choose c ON 
+        c.billto_group = o.billto_group
+        AND c.shipto_group = o.shipto_group
+        -- AND substring(c.dsm,1,5) = substring(o.dsm,1,5)
+        AND c.part = o.part
+        AND c.order_date = o.order_date
+WHERE 
+    o.order_season = 2026
+GROUP BY
+     o.fspr            
+    ,o.plnt            
+    ,o.promo           
+    ,o.terms           
+    ,o.bill_cust_descr 
+    ,o.ship_cust_descr 
+    ,o.dsm             
+    ,o.quota_rep_descr 
+    ,o.director        
+    ,o.billto_group    
+    ,o.shipto_group    
+    ,o.chan            
+    ,o.chansub         
+    ,o.chan_retail     
+    ,o.part            
+    ,o.part_descr      
+    ,o.part_group      
+    ,o.branding        
+    ,o.majg_descr      
+    ,o.ming_descr      
+    ,o.majs_descr      
+    ,o.mins_descr      
+    ,o.segm            
+    ,o.substance       
+    ,o.fs_line         
+    ,o.r_currency      
+    ,o.r_rate          
+    ,o.c_currency      
+    ,o.c_rate          
+    ,c.price_choice
+    ,o.calc_status     
+    ,o.flag            
+    ,o.order_date      
+    ,o.order_month     
+    ,o.order_season    
+    ,o.request_date    
+    ,o.request_month   
+    ,o.request_season  
+    ,o.ship_date       
+    ,o.ship_month      
+    ,o.ship_season     
+    ,o.version         

inquirey/osmfs.pg.sql

@@ -31,6 +31,7 @@ SELECT
     ,sg.sortmo smon
     ,COALESCE(f.flag,CASE WHEN o.shipgrp = 'TARGET STORES' THEN 'RETAIL' ELSE 'YoY' END) price_flag
     ,coalesce(i.futstdus,o.fb_cst_loc_cur * c_rate) cash_cost
+    ,CASE WHEN o.shipgrp = 'TARGET STORES' THEN 'Giorgio' ELSE r.director END director
 FROM 
     rlarp.osmfs o
     LEFT OUTER JOIN seg s ON 
@@ -44,3 +45,5 @@ FROM
         AND f.dsm = o.dsm
     LEFT OUTER JOIN "CMS.CUSLG".itemm i ON 
         i.item = o.part
+    LEFT OUTER JOIN rlarp.repc r ON 
+        r.rcode = substring(o.dsm,1,5)

inquirey/tots.sql

@@ -8,7 +8,7 @@ SELECT
     calc_status,
     sum(fb_val_loc * r_rate) value_loc
 FROM
-    rlarp.osmfs o
+    rlarp.osmf o
 WHERE   
     fs_line = '41010'
     and calc_status <> 'CANCELED'

offline/flag_count.sql

@@ -0,0 +1,2 @@
+    select shipgrp,  CASE WHEN count(distinct flag) > 1 THEN 'Floor' ELSE string_agg(DISTINCT flag,', ') END from rlarp.cust_flag group by shipgrp
+ -- select shipgrp,  dsm, flag from rlarp.cust_flag

offline/price_down_3.pg.sql

@@ -0,0 +1,381 @@
+WITH
+----grouped prices-------------
+custflag AS (
+    select shipgrp,  CASE WHEN count(distinct flag) > 1 THEN 'YoY' ELSE string_agg(DISTINCT flag,', ') END flag from rlarp.cust_flag group by shipgrp
+)
+,pgrp AS (
+	SELECT
+		o.bill_dba 
+		,o.ship_dba
+        ,o.dsm
+        ,i.partgroup
+        ,i.pricegroup
+		,o.part
+		,o.odate
+		,o.qtyord
+		,i.nwht * CASE WHEN i.nwun = 'KG' THEN 2.2 ELSE 1 END lbs
+		,i.mpck pltq
+		,ROUND(o.sales_usd / o.qty,5) price
+		,(o.pricing->>'guidance_price')::NUMERIC guidance
+	    ,(o.pricing->>'floor'  )::numeric(15,5) floor        
+	    ,(o.pricing->>'ceiling')::numeric(15,5) ceiling   
+	    ,(o.pricing->>'uselimits')::boolean uselimits
+	FROM
+	 	rlarp.osm_stack o
+	 	LEFT OUTER JOIN "CMS.CUSLG".itemm i ON 
+	 		i.item = o.part
+        INNER JOIN custflag c ON 
+            c.shipgrp = o.ship_dba
+            -- AND c.dsm = o.default_rep
+	WHERE 
+		VERSION = 'Actual' 
+		AND o.oseas >= 2025
+		AND calc_status <> 'CANCELED' 
+		AND o.fs_line = '41010'
+		AND o.part <> ''
+		AND substring(o.glec,1,1) <= '2'
+		AND o.qty <> 0
+        AND o.sseas IS NOT NULL
+        AND o.sales_usd <> 0
+        -- AND customer in (select distinct renamed FROM newc )
+	GROUP BY 
+		o.bill_dba 
+		,o.ship_dba
+        ,o.dsm
+        ,i.partgroup
+        ,i.pricegroup
+		,o.part
+		,o.odate
+		,o.qtyord
+		,o.pounds
+		,o.pallets
+		,ROUND(o.sales_usd / o.qty,5)
+		,i.nwht * CASE WHEN i.nwun = 'KG' THEN 2.2 ELSE 1 END
+		,i.mpck
+		,(o.pricing->>'guidance_price')::NUMERIC
+	    ,(o.pricing->>'floor'  )::numeric(15,5)        
+	    ,(o.pricing->>'ceiling')::numeric(15,5)
+	    ,(o.pricing->>'uselimits')::boolean
+)
+-- SELECT * FROM pgrp where ship_dba ~ 'MONROVIA'
+-- select * from npgrp limit 100
+--sequenced for most recent price------------
+,seq AS (
+	SELECT 
+		 bill_dba 
+		,ship_dba
+		,part
+		,odate
+		,qtyord
+		,lbs
+		,pltq
+		,price last_price
+		,guidance
+	    ,floor        
+	    ,ceiling   
+	    ,uselimits
+	    ,row_number() OVER (PARTITION BY bill_dba, ship_dba, part ORDER BY odate desc) rn
+	    ,round(avg(price) over (PARTITION BY bill_dba, ship_dba, part),5) avgprice
+	FROM 
+		pgrp
+)
+-- SELECT * FROM SEQ WHERE ship_dba = 'MONROVIA' 
+-- SELECT * FROM seq WHERE ship_dba like 'COSTA%'
+,partlist AS (
+    SELECT 
+        billto_group
+        ,shipto_group
+        ,dsm
+        ,part
+        ,glec
+        ,pricegroup
+        ----order date as a proxy for order size
+        ,order_date
+        ,sum(units) qty
+        ,round(sum(value_usd)/sum(units),5) hist_price
+    FROM 
+        rlarp.osm_pool o
+        INNER JOIN "CMS.CUSLG".itemm i ON 
+            i.item = o.part
+    WHERE
+        order_season = 2026
+    GROUP BY
+        billto_group
+        ,shipto_group
+        ,dsm
+        ,part
+        ,glec
+        ,pricegroup
+        ,order_date
+    HAVING 
+        abs(sum(units)) > 10
+)
+,combine AS MATERIALIZED (
+-- select * from partlist
+-- SELECT * FROM seq WHERE rn = 1 LIMIT 1000
+-- ,guid AS (
+    SELECT
+         p.billto_group
+        ,p.shipto_group
+        -- ,p.dsm
+        ,p.part
+        ,p.glec
+        ,p.pricegroup
+        ,p.order_date
+        ,p.qty
+        ,p.hist_price
+        ,CASE WHEN seq.floor = 0 THEN null else seq.floor END floor
+        ,CASE WHEN seq.ceiling = 0 THEN null else seq.ceiling END ceiling
+        ,seq.uselimits
+        ,seq.last_price 
+        ,seq.avgprice
+        ,seq.pltq
+        ,ROUND(CASE WHEN seq.uselimits THEN 
+            CASE 
+                WHEN glec = '1NU' THEN
+                    --if more than 8/24 pallets, use floor
+                    CASE WHEN p.qty >= 24*seq.pltq THEN seq.floor
+                    -- if more than a pallet use the target price 
+                    ELSE CASE WHEN qtyord >=  8*seq.pltq THEN (seq.ceiling + seq.floor) / 2
+                    -- if more than a pallet use the target price 
+                    ELSE CASE WHEN qtyord >=  2*seq.pltq THEN seq.ceiling
+                    -- if more than a pallet use the target price 
+                    ELSE  seq.ceiling * 1.05
+                    END END END
+                ELSE
+                    CASE WHEN pricegroup ~ '(Hanger|Dish)' THEN
+                        --at least 1 pallets is lower limit
+                        CASE WHEN qtyord >= 01*seq.pltq THEN seq.floor
+                        --at least 2 pallets is mid range
+                        ELSE CASE WHEN qtyord >=  0.5*seq.pltq THEN (seq.ceiling + seq.floor) / 2
+                        --less than a pallet is upper + 15%
+                        ELSE  seq.ceiling 
+                        END END
+                    ELSE 
+                        --at least 8 pallets is lower limit
+                        CASE WHEN qtyord >= 08*seq.pltq THEN seq.floor
+                        --at least 2 pallets is mid range
+                        ELSE CASE WHEN qtyord >=  2*seq.pltq THEN (seq.ceiling + seq.floor) / 2
+                        --at least 1 pallet is upper range
+                        ELSE CASE WHEN qtyord >=  1*seq.pltq THEN seq.ceiling
+                        --less than a pallet is upper + 15%
+                        ELSE  seq.ceiling * 1.15
+                        END END END
+                    END
+            END
+        ELSE 
+            null 
+        END,5) guid
+        ,least(hist_price, last_price, avgprice) lowest_last
+        ,least(hist_price, last_price, avgprice, CASE WHEN uselimits THEN 
+         ROUND(CASE WHEN seq.uselimits THEN 
+            CASE 
+                WHEN glec = '1NU' THEN
+                    --if more than 8/24 pallets, use floor
+                    CASE WHEN p.qty >= 24*seq.pltq THEN seq.floor
+                    -- if more than a pallet use the target price 
+                    ELSE CASE WHEN qtyord >=  8*seq.pltq THEN (seq.ceiling + seq.floor) / 2
+                    -- if more than a pallet use the target price 
+                    ELSE CASE WHEN qtyord >=  2*seq.pltq THEN seq.ceiling
+                    -- if more than a pallet use the target price 
+                    ELSE  seq.ceiling * 1.05
+                    END END END
+                ELSE
+                    CASE WHEN pricegroup ~ '(Hanger|Dish)' THEN
+                        --at least 1 pallets is lower limit
+                        CASE WHEN qtyord >= 01*seq.pltq THEN seq.floor
+                        --at least 2 pallets is mid range
+                        ELSE CASE WHEN qtyord >=  0.5*seq.pltq THEN (seq.ceiling + seq.floor) / 2
+                        --less than a pallet is upper + 15%
+                        ELSE  seq.ceiling 
+                        END END
+                    ELSE 
+                        --at least 8 pallets is lower limit
+                        CASE WHEN qtyord >= 08*seq.pltq THEN seq.floor
+                        --at least 2 pallets is mid range
+                        ELSE CASE WHEN qtyord >=  2*seq.pltq THEN (seq.ceiling + seq.floor) / 2
+                        --at least 1 pallet is upper range
+                        ELSE CASE WHEN qtyord >=  1*seq.pltq THEN seq.ceiling
+                        --less than a pallet is upper + 15%
+                        ELSE  seq.ceiling * 1.15
+                        END END END
+                    END
+            END
+        ELSE 
+            null 
+        END,5) ELSE hist_price END) lowest_guid
+        ,c.flag
+    FROM 
+        partlist p
+        INNER JOIN custflag c ON 
+            c.shipgrp = p.shipto_group
+            -- AND substring(c.dsm,1,5) = substring(p.dsm,1,5)
+        LEFT OUTER JOIN seq seq ON 
+            seq.ship_dba = p.shipto_group
+            AND seq.bill_dba = p.billto_group
+            AND seq.part = p.part
+            AND seq.rn = 1
+        LEFT OUTER JOIN rlarp.repc r ON 
+            r.rcode = p.dsm
+)
+-- SELECT * FROM combine where shipto_group = 'MONROVIA'
+,choose AS MATERIALIZED (
+    SELECT
+         billto_group
+        ,shipto_group
+        -- ,dsm
+        ,part
+        ,glec
+        ,pricegroup
+        ,order_date
+        ,qty
+        ,hist_price
+        ,floor
+        ,ceiling
+        ,uselimits
+        ,last_price 
+        ,avgprice
+        ,pltq
+        ,guid
+        ,lowest_last
+        ,lowest_guid
+        ,flag
+        ,CASE flag 
+            WHEN 'YoY' THEN lowest_last
+            WHEN 'Floor' THEN lowest_guid
+            WHEN 'Retail' THEN hist_price
+            WHEN 'Warehouse' THEN hist_price
+            WHEN 'Orphan' THEN lowest_guid
+            ELSE lowest_last 
+        END price_choice
+    FROM 
+        combine
+)
+-- SELECT * FROM choose where shipto_group = 'COSTA' and part = 'XNS0T1G3X19C150PYKXR'
+-- ,logload AS (
+--     INSERT INTO rlarp.osm_log (doc) SELECT jsonb_build_object('user',current_user,'tag','Pricing 2','type','Pricing 2','stamp',current_timestamp,'source','top level','message','Pricing 2') RETURNING *
+-- )
+,delta_row AS (
+    SELECT
+         o.fspr            
+        ,o.plnt            
+        ,o.promo           
+        ,o.terms           
+        ,o.bill_cust_descr 
+        ,o.ship_cust_descr 
+        ,o.dsm             
+        ,o.quota_rep_descr 
+        ,o.director        
+        ,o.billto_group    
+        ,o.shipto_group    
+        ,o.chan            
+        ,o.chansub         
+        ,o.chan_retail     
+        ,o.part            
+        ,o.part_descr      
+        ,o.part_group      
+        ,o.branding        
+        ,o.majg_descr      
+        ,o.ming_descr      
+        ,o.majs_descr      
+        ,o.mins_descr      
+        ,o.segm            
+        ,o.substance       
+        ,o.fs_line         
+        ,o.r_currency      
+        ,o.r_rate          
+        ,o.c_currency      
+        ,o.c_rate          
+        ,0::numeric units           
+        ,(c.price_choice * sum(o.units) - sum(value_usd))/o.r_rate value_loc       
+        ,c.price_choice * sum(o.units) - sum(value_usd) value_usd       
+        ,0::numeric cost_loc        
+        ,0::numeric cost_usd        
+        ,o.calc_status     
+        ,o.flag            
+        ,o.order_date      
+        ,o.order_month     
+        ,o.order_season    
+        ,o.request_date    
+        ,o.request_month   
+        ,o.request_season  
+        ,o.ship_date       
+        ,o.ship_month      
+        ,o.ship_season     
+        ,o.version         
+        ,'Pricing 2' iter            
+        -- ,logload.id logid
+        -- ,logload.doc->>'tag' tag
+        -- ,logload.doc->>'message' "comment"
+        -- ,logload.doc->>'type' module
+        ,0::NUMERIC pounds          
+    FROM 
+        rlarp.osm_pool o
+        -- CROSS JOIN logload
+        INNER JOIN choose c ON 
+            c.billto_group = o.billto_group
+            AND c.shipto_group = o.shipto_group
+            -- AND substring(c.dsm,1,5) = substring(o.dsm,1,5)
+            AND c.part = o.part
+            AND c.order_date = o.order_date
+    WHERE 
+        o.order_season = 2026
+    GROUP BY
+         o.fspr            
+        ,o.plnt            
+        ,o.promo           
+        ,o.terms           
+        ,o.bill_cust_descr 
+        ,o.ship_cust_descr 
+        ,o.dsm             
+        ,o.quota_rep_descr 
+        ,o.director        
+        ,o.billto_group    
+        ,o.shipto_group    
+        ,o.chan            
+        ,o.chansub         
+        ,o.chan_retail     
+        ,o.part            
+        ,o.part_descr      
+        ,o.part_group      
+        ,o.branding        
+        ,o.majg_descr      
+        ,o.ming_descr      
+        ,o.majs_descr      
+        ,o.mins_descr      
+        ,o.segm            
+        ,o.substance       
+        ,o.fs_line         
+        ,o.r_currency      
+        ,o.r_rate          
+        ,o.c_currency      
+        ,o.c_rate          
+        ,c.price_choice
+        ,o.calc_status     
+        ,o.flag            
+        ,o.order_date      
+        ,o.order_month     
+        ,o.order_season    
+        ,o.request_date    
+        ,o.request_month   
+        ,o.request_season  
+        ,o.ship_date       
+        ,o.ship_month      
+        ,o.ship_season     
+        ,o.version         
+        -- ,logload.id
+        -- ,logload.doc->>'tag'
+        -- ,logload.doc->>'message'
+        -- ,logload.doc->>'type'
+)
+SELECT * FROM delta_row
+-- SELECT * FROM choose where shipto_group = 'GRIFFIN' and part = 'HSI12001B661050'
+-- SELECT SUM(value_usd), count(*) from delta_row
+-- -- SELECT * FROM delta_row WHERE shipto_group = 'MONROVIA'
+-- -- INSERT INTO rlarp.osm_pool SELECT * FROM delta_row
+-- -- SELECT billto_group, shipto_group, substring(dsm,1,5), part, order_date, count(*) over (PARTITION BY billto_group, shipto_group, substring(dsm,1,5), part, order_date) cnt
+-- -- FROM 
+-- --     choose 
+-- -- GROUP BY
+-- --     billto_group, shipto_group, substring(dsm,1,5), part, order_date
+-- -- select shipto_group, sum(value_usd) from delta_row group by shipto_group

offline/price_down_inq.pg.sql

@@ -249,72 +249,125 @@ pgrp AS (
         combine
 )
 -- SELECT * FROM choose where shipto_group = 'MONROVIA' and part = 'NBB005G1BE2B014PYIQX'
--- ,delta_row AS (
---     SELECT
---          o.fspr            
---         ,o.plnt            
---         ,o.promo           
---         ,o.terms           
---         ,o.bill_cust_descr 
---         ,o.ship_cust_descr 
---         ,o.dsm             
---         ,o.quota_rep_descr 
---         ,o.director        
---         ,o.billto_group    
---         ,o.shipto_group    
---         ,o.chan            
---         ,o.chansub         
---         ,o.chan_retail     
---         ,o.part            
---         ,o.part_descr      
---         ,o.part_group      
---         ,o.branding        
---         ,o.majg_descr      
---         ,o.ming_descr      
---         ,o.majs_descr      
---         ,o.mins_descr      
---         ,o.segm            
---         ,o.substance       
---         ,o.fs_line         
---         ,o.r_currency      
---         ,o.r_rate          
---         ,o.c_currency      
---         ,o.c_rate          
---         ,0::numeric units           
---         ,(c.price_choice * o.units - value_usd)/o.r_rate value_loc       
---         ,c.price_choice * o.units - value_usd value_usd       
---         ,0::numeric cost_loc        
---         ,0::numeric cost_usd        
---         ,o.calc_status     
---         ,o.flag            
---         ,o.order_date      
---         ,o.order_month     
---         ,o.order_season    
---         ,o.request_date    
---         ,o.request_month   
---         ,o.request_season  
---         ,o.ship_date       
---         ,o.ship_month      
---         ,o.ship_season     
---         ,o.version         
---         ,'Pricing' iter            
---         ,logload.id logid
---         ,logload.doc->>'tag' tag
---         ,logload.doc->>'message' "comment"
---         ,logload.doc->>'type' module
---         ,0::NUMERIC pounds          
---     FROM 
---         rlarp.osm_pool o
---         CROSS JOIN logload
---         INNER JOIN choose c ON 
---             c.billto_group = o.billto_group
---             AND c.shipto_group = o.shipto_group
---             AND substring(c.dsm,1,5) = substring(o.dsm,1,5)
---             AND c.part = o.part
---             AND c.order_date = o.order_date
---     WHERE 
---         o.order_season = 2026
--- )
+,logload AS (
+    INSERT INTO rlarp.osm_log (doc) SELECT jsonb_build_object('user',current_user,'tag','Pricing 2','type','Pricing 2','stamp',current_timestamp,'source','top level','message','Pricing 2') RETURNING *
+)
+,delta_row AS (
+    SELECT
+         o.fspr            
+        ,o.plnt            
+        ,o.promo           
+        ,o.terms           
+        ,o.bill_cust_descr 
+        ,o.ship_cust_descr 
+        ,o.dsm             
+        ,o.quota_rep_descr 
+        ,o.director        
+        ,o.billto_group    
+        ,o.shipto_group    
+        ,o.chan            
+        ,o.chansub         
+        ,o.chan_retail     
+        ,o.part            
+        ,o.part_descr      
+        ,o.part_group      
+        ,o.branding        
+        ,o.majg_descr      
+        ,o.ming_descr      
+        ,o.majs_descr      
+        ,o.mins_descr      
+        ,o.segm            
+        ,o.substance       
+        ,o.fs_line         
+        ,o.r_currency      
+        ,o.r_rate          
+        ,o.c_currency      
+        ,o.c_rate          
+        ,0::numeric units           
+        ,(c.price_choice * sum(o.units) - sum(value_usd))/o.r_rate value_loc       
+        ,c.price_choice * sum(o.units) - sum(value_usd) value_usd       
+        ,0::numeric cost_loc        
+        ,0::numeric cost_usd        
+        ,o.calc_status     
+        ,o.flag            
+        ,o.order_date      
+        ,o.order_month     
+        ,o.order_season    
+        ,o.request_date    
+        ,o.request_month   
+        ,o.request_season  
+        ,o.ship_date       
+        ,o.ship_month      
+        ,o.ship_season     
+        ,o.version         
+        ,'Pricing 2' iter            
+        ,logload.id logid
+        ,logload.doc->>'tag' tag
+        ,logload.doc->>'message' "comment"
+        ,logload.doc->>'type' module
+        ,0::NUMERIC pounds          
+    FROM 
+        rlarp.osm_pool o
+        CROSS JOIN logload
+        INNER JOIN choose c ON 
+            c.billto_group = o.billto_group
+            AND c.shipto_group = o.shipto_group
+            AND substring(c.dsm,1,5) = substring(o.dsm,1,5)
+            AND c.part = o.part
+            AND c.order_date = o.order_date
+    WHERE 
+        o.order_season = 2026
+    GROUP BY
+         o.fspr            
+        ,o.plnt            
+        ,o.promo           
+        ,o.terms           
+        ,o.bill_cust_descr 
+        ,o.ship_cust_descr 
+        ,o.dsm             
+        ,o.quota_rep_descr 
+        ,o.director        
+        ,o.billto_group    
+        ,o.shipto_group    
+        ,o.chan            
+        ,o.chansub         
+        ,o.chan_retail     
+        ,o.part            
+        ,o.part_descr      
+        ,o.part_group      
+        ,o.branding        
+        ,o.majg_descr      
+        ,o.ming_descr      
+        ,o.majs_descr      
+        ,o.mins_descr      
+        ,o.segm            
+        ,o.substance       
+        ,o.fs_line         
+        ,o.r_currency      
+        ,o.r_rate          
+        ,o.c_currency      
+        ,o.c_rate          
+        ,c.price_choice
+        ,o.calc_status     
+        ,o.flag            
+        ,o.order_date      
+        ,o.order_month     
+        ,o.order_season    
+        ,o.request_date    
+        ,o.request_month   
+        ,o.request_season  
+        ,o.ship_date       
+        ,o.ship_month      
+        ,o.ship_season     
+        ,o.version         
+        ,logload.id
+        ,logload.doc->>'tag'
+        ,logload.doc->>'message'
+        ,logload.doc->>'type'
+)
+-- SELECT SUM(value_usd) from delta_row
+-- SELECT * FROM delta_row WHERE shipto_group = 'MONROVIA'
+INSERT INTO rlarp.osm_pool SELECT * FROM delta_row
 -- SELECT billto_group, shipto_group, substring(dsm,1,5), part, order_date, count(*) over (PARTITION BY billto_group, shipto_group, substring(dsm,1,5), part, order_date) cnt
 -- FROM 
 --     choose 

route_sql/scenario_package.sql

@@ -255,7 +255,7 @@ GROUP BY
         rlarp.osm_pool
     WHERE 
         where_clause
-        AND version IN ('b26','b26-act')
+        AND version IN ('B27')
     GROUP BY 
         part
 )