forecast_api/build/build_pullforward.sql

268 lines
7.7 KiB
PL/PgSQL

/*
you have to be able to isolate the original plan in order for this to work
if you start with a clean 1+11 its not going to work
this script targets the 'plan' iteration and the 'diff' iteration
if plan orders have already been 'diffed' no need to build an additional diff
will have to be side-by-side roll-up of these two iterations
*/
--BEGIN;
--\timing
--CREATE TABLE IF NOT EXISTS rlarp.osmf_stage AS (SELECT * FROM rlarp.osmf_dev) WITH no data;
--will not match actuals exactly due to short-ships
WITH
---these dates will have to be syncronized with the forecast build-----------
tdr AS (
SELECT
-----------actuals into baseline-------------------------------------
DATERANGE('2020-06-01','2021-07-12','[]') arange
-----------plan into baseline----------------------------------------
,DATERANGE('2021-06-01','2022-06-01','[)') prange
)
,booked AS materialized(
SELECT
billto_group
,shipto_group
,part_group
,sum(units) units
FROM
rlarp.osm_pool
WHERE
--find actual orders in the overlap range (where orders fall in both target ranges)
order_date <@ (SELECT arange FROM tdr)
AND order_date <@ (SELECT prange FROM tdr)
--anything that falls in this range is supposed to already match actuals, so no need to filter for actuals
GROUP BY
billto_group
,shipto_group
,part_group
)
,planned AS (
SELECT
p.billto_group
,p.shipto_group
,p.part_group
,p.order_date
,p.ship_date
,sum(p.units) FILTER (WHERE iter = 'plan') plan_units
,sum(p.units) FILTER (WHERE iter = 'diff') diff_units
,b.units booked
FROM
rlarp.osm_pool p
INNER JOIN booked b ON
b.billto_group = p.billto_group AND
b.shipto_group = p.shipto_group AND
b.part_group = p.part_group
WHERE
--need to be able to isolate the original budget
--budget orders have already been trued up to match actual, so should not be included in the this isolation
--find actual orders in the overlap range (where orders fall in both target ranges)
p.order_date <@ (SELECT prange FROM tdr)
AND p.iter IN ('plan','diff')
GROUP BY
p.billto_group
,p.shipto_group
,p.part_group
,p.order_date
,p.ship_date
,b.units
)
,plan_ranked AS (
SELECT
p.billto_group
,p.shipto_group
,p.part_group
,p.order_date
,p.ship_date
,round(p.plan_units,2) plan_units
,round(SUM(p.plan_units) FILTER (WHERE order_date >= (SELECT upper(arange) FROM tdr)) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date),2) plan_rolling
,round(SUM(p.plan_units) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ),2) plan_units_tot
--,round(SUM(COALESCE(p.plan_units,0) + COALESCE(p.diff_units,0)) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group ORDER BY p.order_date, p.ship_date),2) net_units_agg
,round(COALESCE(p.diff_units,0) + coalesce(p.plan_units,0),2) net_units
,round(SUM(COALESCE(p.plan_units,0) + COALESCE(p.diff_units,0)) OVER (PARTITION BY p.billto_group, p.shipto_group, p.part_group),2) net_units_tot
--,round(p.booked,2) booked
FROM
planned p
)
---flag any rows where
,eval AS (
SELECT
p.billto_group
,p.shipto_group
,p.part_group
,p.order_date
,p.ship_date
,p.plan_units
,p.plan_rolling
,p.plan_units_tot
--,p.net_units_agg
,p.net_units_tot
,p.net_units
--,p.booked
,plan_rolling <= (p.net_units_tot - p.plan_units_tot + plan_units) flag
--,CASE WHEN (p.plan_units_agg - p.plan_units) > p.booked AND p.plan_units_agg <= p.booked * 2 THEN true ELSE false END remove
FROM
plan_ranked p
)
--select * from eval limit 10000
----------------create a log entry--------------------
,log AS (
INSERT INTO
rlarp.osm_log(doc)
SELECT
$${
"message":"force accounts to match target total value and margin",
"tag":"retail plug",
"type":"build"
}$$::jsonb doc
RETURNING *
)
,remove AS (
SELECT
o.fspr
,o.plnt
,o.promo
,o.terms
,o.bill_cust_descr
,o.ship_cust_descr
,o.dsm
,o.quota_rep_descr
,o.director
,o.billto_group
,o.shipto_group
,o.chan
,o.chansub
,o.chan_retail
,o.part
,o.part_descr
,o.part_group
,o.branding
,o.majg_descr
,o.ming_descr
,o.majs_descr
,o.mins_descr
,o.segm
,o.substance
,o.fs_line
,o.r_currency
,o.r_rate
,o.c_currency
,o.c_rate
,round(-sum(o.units ),2) units
,round(-sum(o.value_loc),2) value_loc
,round(-sum(o.value_usd),2) value_usd
,round(-sum(o.cost_loc ),2) cost_loc
,round(-sum(o.cost_usd ),2) cost_usd
,o.calc_status
,o.flag
,o.order_date
,o.order_month
,o.order_season
,o.request_date
,o.request_month
,o.request_season
,o.ship_date
,o.ship_month
,o.ship_season
,'1+11' AS version
,'pf' iter
--,log.id
--,coalescE(log.doc->>'tag','') AS "tag"
--,log.doc->>'message' AS "comment"
--,log.doc->>'type' module
FROM
rlarp.osm_pool o
INNER JOIN eval e ON
e.billto_group = o.billto_group AND
e.shipto_group = o.shipto_group AND
e.part_group = o.part_group AND
e.order_date = o.order_date AND
e.ship_date = o.ship_date
--CROSS JOIN log
WHERE
e.flag
GROUP BY
o.fspr
,o.plnt
,o.promo
,o.terms
,o.bill_cust_descr
,o.ship_cust_descr
,o.dsm
,o.quota_rep_descr
,o.director
,o.billto_group
,o.shipto_group
,o.chan
,o.chansub
,o.chan_retail
,o.part
,o.part_descr
,o.part_group
,o.branding
,o.majg_descr
,o.ming_descr
,o.majs_descr
,o.mins_descr
,o.segm
,o.substance
,o.fs_line
,o.r_currency
,o.r_rate
,o.c_currency
,o.c_rate
,o.calc_status
,o.flag
,o.order_date
,o.order_month
,o.order_season
,o.request_date
,o.request_month
,o.request_season
,o.ship_date
,o.ship_month
,o.ship_season
--,log.id
--,coalescE(log.doc->>'tag','') AS "tag"
--,log.doc->>'message' AS "comment"
--,log.doc->>'type' module
-----some bad forecast swings, if one is removed it's wacky
-----cap at -1,000,000
HAVING
round(-sum(o.value_loc),2) > -1000000
)
INSERT INTO rlarp.osm_pool SELECT * FROM remove;
-------sorted pull-forward scenarios------
--SELECT
-- billto_group,
-- shipto_group,
-- part_group,
-- order_date,
-- ship_date,
-- SUM(value_usd)
--FROM
-- remove
--GROUP BY
-- billto_group,
-- shipto_group,
-- part_group,
-- order_date,
-- ship_date
--ORDER BY
-- sum(value_usd) asc
--LIMIT 1000
-----pull-forward by month-----
--SELECT
-- order_season,
-- order_month,
-- SUM(value_usd)
--FROM
-- remove
--GROUP BY
-- order_season
-- order_month
--ROLLBACK;