forecast_api/route_sql/scale_vupd.sql
PhilRunninger 86225ea7e5 Get pounds to update for each forecast adjustment.
Lots of cleanup here too, removing large swaths of code that are no
longer needed. Many improvements the Excel workbook, which is kept in
Teams, not git. These changes may or may not have had accompanying VBA
changes.
2023-04-27 16:54:37 -04:00

383 lines
11 KiB
SQL

WITH
target AS (select target_vol vincr, target_prc pincr)
,testv AS (
SELECT
sum(units) tot
,sum(units) FILTER (WHERE iter IN ('plan','diff','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
,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 ('plan','diff','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
,round(units*s.factor ,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(pounds*s.factor, 2) pounds
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
,round((CASE WHEN s.factor = 0 THEN b.units * s.mod_price/b.r_rate ELSE b.value_loc*s.factor END)::numeric,2) value_loc
,round((CASE WHEN s.factor = 0 THEN b.units * s.mod_price ELSE b.value_usd*s.factor END)::numeric ,2) 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
,0::numeric pounds
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
,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