forecast_api/route_sql/scale_vd.sql
PhilRunninger 47d1baffc5 Handle the case where baseline is zero (units or value).
This happens when a customer places identical orders and specifies that
they be shipped in different seasons. We end up with one order shipped
in 2023 and one open for 2024. Under our current operating procedures,
open orders are subtracted from shipped orders and are presented as
baseline for the next forecast. The zero that appears in the baseline in
this case was causing all kinds of issues in the SQL scripts for
inserting the adjustments, ranging from finding zero rows to adjust to
division by zero.

Another change required to correct this was updating the iter value of
the open orders from 'actuals' to 'copy':

    UPDATE rlarp.osm_pool
    SET iter = 'copy'
    WHERE tag = 'open-orders'
2023-05-17 05:28:21 -04:00

325 lines
9.5 KiB
SQL

WITH
target AS (select incr_qty qincr)
,testv AS (
SELECT
sum(units) tot
,sum(units) FILTER (WHERE iter IN ('copy','plan','diff')) base
,sum(units) FILTER (WHERE module = 'new basket') newpart
FROM
rlarp.osm_pool p
WHERE
-----------------scenario----------------------------
where_clause
-----------------additional params-------------------
AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
AND ( order_date <= ship_date OR tag = 'open-orders')
)
-- select * from testv
--
,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
)
-- select * from flagv
--
,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
,coalesce(r_rate,1) as r_rate --master data
,c_currency --master data
,coalesce(c_rate,1) as 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
,sum(coalesce(pounds,0)) pounds
,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
-----------------additional params-------------------
AND CASE (SELECT flag FROM flagv)
WHEN 'scale all' THEN true
WHEN 'scale copy' THEN iter IN ('copy','plan','diff')
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 AND tag <> 'open-orders')
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
)
-- select * from basemix
--
,scale AS (
SELECT
(SELECT qincr::numeric FROM target) incr
,(SELECT sum(value_loc *r_rate) FROM basemix) base
-- If sum(units) = 0, then we're likely working with a single row. We can't
-- scale 0, no matter how we try, so we just use mod_volume to set the value we want.
-- When sum(units) <> 0, then we use factor to scale units.
,CASE
WHEN (SELECT sum(units)::numeric FROM basemix) = 0
THEN 0
ELSE (SELECT qincr::numeric FROM target)/(SELECT sum(units)::numeric FROM basemix)
END AS factor
,CASE
WHEN (SELECT sum(units)::numeric FROM basemix) = 0
THEN (SELECT qincr::numeric FROM target)
ELSE 0
END AS mod_volume
)
-- select * from scale
--
,log AS (
INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
)
-- select * from log
--
,final 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
,b.part
,part_descr
,part_group
,b.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
,round(CASE WHEN s.factor = 0 THEN s.mod_volume ELSE units*s.factor END, 2) units
,round(value_loc*s.factor, 2) value_loc
,round(value_usd*s.factor, 2) value_usd
,round(cost_loc*s.factor, 2) cost_loc
,round(cost_usd*s.factor, 2) 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
,round(CASE
WHEN s.factor = 0 THEN s.mod_volume * i.nwht * (CASE i.nwun
WHEN 'KG' THEN 2.2046
ELSE 1 END)
ELSE pounds*s.factor END, 2) pounds
FROM
basemix b
CROSS JOIN scale s
CROSS JOIN log
LEFT OUTER JOIN "CMS.CUSLG".itemm i ON i.item = b.part
)
-- select * from final
--
, ins AS (
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
,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
,sum(pounds) pounds
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