WITH /* the volume must be expressed in terms of units, since that is what it will be scaling */ target AS (select target_volume vincr, target_price pincr) ,testv AS ( SELECT sum(units) tot ,sum(units) FILTER (WHERE iter = 'copy') base ,COALESCE(sum(units) FILTER (WHERE module = 'new basket'),0) newpart ,sum(value_loc *r_rate) totsales ,sum(value_loc *r_rate) FILTER (WHERE iter = 'copy') basesales ,COALESCE(sum(value_loc *r_rate) FILTER (WHERE module = 'new basket'),0) newpartsales FROM rlarp.osm_pool WHERE -----------------scenario---------------------------- 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 ,CASE WHEN totsales = 0 THEN CASE WHEN basesales = 0 THEN CASE WHEN newpartsales = 0 THEN 'no price' ELSE 'scale new part' END ELSE 'scale copy' END ELSE 'scale all' END flagsales FROM testv ) ,GLD AS MATERIALIZED ( SELECT N1COMP COMP ,N1CCYY FSYR ,KPMAXP PERDS ,N1FSPP PERD ,to_char(N1FSYP,'FM0000') FSPR ,N1SD01 SDAT ,N1ED01 EDAT ,daterange(n1sd01, n1ed01) drange ,to_char(N1ED01,'yymm') CAPR ,N1ED01 - N1SD01 +1 NDAYS ,CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(YEAR FROM N1ED01) + 1 ELSE EXTRACT(YEAR FROM N1ED01) END SSYR ,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5 ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'FM00') SSPR FROM LGDAT.GLDATREF INNER JOIN LGDAT.GLDATE ON KPCOMP = N1COMP AND KPCCYY = N1CCYY WHERE N1COMP = 93 ) ,mseq AS ( SELECT * FROM ( VALUES ('01 - Jun',1,6,-1) ,('02 - Jul',2,7,-1) ,('03 - Aug',3,8,-1) ,('04 - Sep',4,9,-1) ,('05 - Oct',5,10,-1) ,('06 - Nov',6,11,-1) ,('07 - Dec',7,12,-1) ,('08 - Jan',8,1,0) ,('09 - Feb',9,2,0) ,('10 - Mar',10,3,0) ,('11 - Apr',11,4,0) ,('12 - May',12,5,0) ) x(m,s,cal,yr) ) ,alldates AS MATERIALIZED( SELECT promo ,terms ,order_month ,mseq.s seq ,order_date ,request_date ,ship_date ,sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) value_usd FROM rlarp.osm_pool LEFT OUTER JOIN mseq ON mseq.m = order_month WHERE -----------------scenario---------------------------- where_clause -----------------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 promo ,terms ,order_month ,mseq.s ,order_date ,request_date ,ship_date HAVING sum(CASE (SELECT flagsales FROM flagv) WHEN 'no price'THEN 1.0 ELSE value_usd END) <> 0 ) --select * from alldates ,dom AS ( SELECT extract(day FROM order_date) DOM ,sum(value_usd) value_usd FROM alldates GROUP BY extract(day FROM order_date) ) ---------------------may want ot look at a top-5 mix solution in the future facilitated by sum() over (order by sales desc)--------------- ,mmix AS ( SELECT to_char(order_date,'Mon') _month ,seq ,promo ,sum(extract(day from order_date)*value_usd) dom_wa --,request_date-order_date rlag ,sum((request_date-order_date)*(value_usd)) rlag_wa --,ship_date - request_date slag ,sum((ship_date - request_date)*(value_usd)) slag_wa ,sum(value_usd) value_usd FROM alldates GROUP BY to_char(order_date,'Mon') ,seq ,promo --,extract(day from order_date) --,request_date-order_date --,ship_date - request_date ) ,targm AS (select s, m from mseq where m = 'target_month' ) ,mmixp AS ( SELECT _month ,seq ,promo ,greatest(least(round((dom_wa/value_usd)::numeric,0)::int,28),1) odom ,round((rlag_wa/value_usd)::numeric,0)::int rlag ,round((slag_wa/value_usd)::numeric,0)::int slag ,value_usd/sum(value_usd) over (partition by _month) momix --,value_usd/SUM(value_usd) over (PARTITION BY _month) vperc FROM mmix ) ,closest AS ( SELECT _month, targm.s, m FROM mmixp CROSS JOIN targm ORDER BY abs(seq - targm.s) ASC LIMIT 1 ) ---------------------the role of basemix here is to get non-dated info which is then dated in the next step--------------------- ,basemix AS ( SELECT --fspr in next step o.plnt --promo in next step --terms in next step ,c.bvterm 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.fs_line ,o.r_currency ,o.r_rate ,o.c_currency ,o.c_rate ,sum(coalesce(o.units,0)) units ,sum(coalesce(o.value_loc,0)) value_loc ,sum(coalesce(o.value_usd,0)) value_usd ,sum(coalesce(o.cost_loc,0)) cost_loc ,sum(coalesce(o.cost_usd,0)) cost_usd ,o.calc_status ,o.flag FROM 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 -----------------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 in next step o.plnt ,c.bvterm --promo in next step --terms in next step ,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.fs_line ,o.r_currency ,o.r_rate ,o.c_currency ,o.c_rate ,o.calc_status ,o.flag ) ,vscale AS ( SELECT (SELECT vincr::numeric FROM target) incr ,(SELECT sum(units) FROM basemix) base ,(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 sd.fspr ,b.plnt ,m.promo ,b.terms ,b.bill_cust_descr ,b.ship_cust_descr ,b.dsm ,b.quota_rep_descr ,b.director ,b.billto_group ,b.shipto_group ,b.chan ,b.chansub ,b.chan_retail ,b.part ,b.part_descr ,b.part_group ,b.branding ,b.majg_descr ,b.ming_descr ,b.majs_descr ,b.mins_descr ,b.segm ,b.fs_line ,b.r_currency ,b.r_rate ,b.c_currency ,b.c_rate ,b.units*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 + 2021,mseq.cal,m.odom) order_date ,od.sspr || ' - ' || to_char(make_date(mseq.yr + 2021,mseq.cal,m.odom),'Mon') order_month ,od.ssyr order_season ,make_date(mseq.yr + 2021,mseq.cal,m.odom) + rlag request_date ,rd.sspr || ' - ' ||to_char(make_date(mseq.yr + 2021,mseq.cal,m.odom) + rlag,'Mon') request_month ,rd.ssyr request_season ,make_date(mseq.yr + 2021,mseq.cal,m.odom) + rlag + slag ship_date ,sd.sspr || ' - ' || to_char(make_date(mseq.yr + 2021,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->>'module' 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 + 2021,mseq.cal,m.odom) BETWEEN od.sdat AND od.edat LEFT OUTER JOIN gld rd ON make_date(mseq.yr + 2021,mseq.cal,m.odom) + rlag BETWEEN rd.sdat AND rd.edat LEFT OUTER JOIN gld sd ON make_date(mseq.yr + 2021,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(value_loc * r_rate) FROM volume) base ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN 0 ELSE ((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 ) ,price AS ( SELECT b.fspr ,b.plnt ,b.promo ,b.terms ,b.bill_cust_descr ,b.ship_cust_descr ,b.dsm ,b.quota_rep_descr ,b.director ,b.billto_group ,b.shipto_group ,b.chan ,b.chansub ,b.chan_retail ,b.part ,b.part_descr ,b.part_group ,b.branding ,b.majg_descr ,b.ming_descr ,b.majs_descr ,b.mins_descr ,b.segm ,b.fs_line ,b.r_currency ,b.r_rate ,b.c_currency ,b.c_rate ,0::numeric 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->>'module' 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_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 ,segm ,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 ,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