pivot_forecast/setup_sql/05_gen_scale.sql

DO
$func$
DECLARE
    _clist_all      text;   --all columns
    _clist_sum      text;   --group away forecast iteration rows
    _clist_group    text;   --group away forecast iteration rows
    _clist_vol      text;   --volume columns scaled
    _clist_prc      text;   --price columns scaled
    _target_table   text;
    _order_date     text;
    _ship_date      text;
    _order_status   text;
    _version_col    text;
    _iter_col       text;
    _logid_col      text;
    _units_col      text;
    _value_col      text;
    _sql            text;


BEGIN
-----------------populate application variables--------------------------------------------
SELECT cname INTO _order_date   FROM fc.target_meta WHERE appcol = 'order_date'      ;
SELECT cname INTO _ship_date    FROM fc.target_meta WHERE appcol = 'ship_date'       ;
SELECT cname INTO _order_status FROM fc.target_meta WHERE appcol = 'order_status'    ;
SELECT cname INTO _units_col    FROM fc.target_meta WHERE appcol = 'units'           ;
SELECT cname INTO _value_col    FROM fc.target_meta WHERE appcol = 'value'           ;
SELECT cname INTO _version_col  FROM fc.target_meta WHERE appcol = 'version'         ;
SELECT cname INTO _iter_col     FROM fc.target_meta WHERE appcol = 'iter'            ;
SELECT cname INTO _logid_col    FROM fc.target_meta WHERE appcol = 'logid'           ;
SELECT format('%I',max(schema))||'.'||format('%I',max(tname)) INTO _target_table FROM fc.target_meta;

RAISE NOTICE '_order_date;  %', _order_date;
RAISE NOTICE '_ship_date;   %', _ship_date;
RAISE NOTICE '_order_status;%', _order_status;
RAISE NOTICE '_units_col;   %', _units_col;
RAISE NOTICE '_value_col;   %', _value_col;
RAISE NOTICE '_target_table;%', _target_table;
RAISE NOTICE '_version_col; %', _version_col;
RAISE NOTICE '_iter_col;    %', _iter_col;
RAISE NOTICE '_logid_col;   %', _logid_col;
-------------------------all columns ------------------------------------------------------

SELECT 
    string_agg('o.'||format('%I',cname),E'\n    ,' ORDER BY opos ASC)
INTO
    _clist_all
FROM 
    fc.target_meta;

-------------------------basemix sum columns-----------------------------------------------
SELECT 
    string_agg(
        --create the column reference
        CASE appcol 
            WHEN 'units'    THEN 'sum(o.'||format('%I',cname)||') AS '||format('%I',cname) 
            WHEN 'value'    THEN 'sum(o.'||format('%I',cname)||') AS '||format('%I',cname) 
            WHEN 'cost'     THEN 'sum(o.'||format('%I',cname)||') AS '||format('%I',cname) 
            ---if basemix is used in price or volume, these columns are overridden anyways---
            WHEN 'version'  THEN '''app_forecast_name'' AS '||format('%I',_version_col)
            WHEN 'iter'     THEN '''scale'' AS '||format('%I',_iter_col)
            WHEN 'logid'    THEN '0::bigint AS '||format('%I',_logid_col)
            ELSE 'o.'||format('%I',cname)
        END
        --delimiter
        ,E'\n    ,' 
        --sort column ordinal
        ORDER BY opos ASC
    )
INTO
    _clist_sum
FROM 
    fc.target_meta;

RAISE NOTICE 'sumation columns %', _clist_sum;

-------------------------basemix group by columns------------------------------------------
SELECT 
    string_agg(
        --create the column reference
        'o.'||format('%I',cname)
        --delimiter
        ,E'\n    ,' 
        --sort column ordinal
        ORDER BY opos ASC
    )
INTO
    _clist_group
FROM 
    fc.target_meta 
WHERE
    COALESCe(appcol,'') NOT IN ('version','iter','logid','value','cost','units');

RAISE NOTICE 'sumation columns %', _clist_group;

-------------------------all columns as-is except volume types which need scaled-----------------------------------
SELECT 
    string_agg(
        --create the column reference
        CASE appcol 
            ----calculation should yield the value necessary to get to the target increment value------------
            WHEN 'units'    THEN 'round(o.'||format('%I',cname)||' * vscale.factor,5) AS '||format('%I',cname) 
            WHEN 'value'    THEN 'round(o.'||format('%I',cname)||' * vscale.factor,2) AS '||format('%I',cname) 
            WHEN 'cost'     THEN 'round(o.'||format('%I',cname)||' * vscale.factor,2) AS '||format('%I',cname) 
            WHEN 'version'  THEN '''app_forecast_name'' AS '||format('%I',_version_col)
            WHEN 'iter'     THEN '''scale volume'' AS '||format('%I',_iter_col)
            WHEN 'logid'    THEN '(SELECT id FROM ilog) AS '||format('%I',_logid_col)
            ELSE 'o.'||format('%I',cname)
        END
        --delimiter
        ,E'\n    ,' 
        --sort column ordinal
        ORDER BY opos ASC
    )
INTO
    _clist_vol
FROM 
    fc.target_meta;

RAISE NOTICE ' all columns plus scale volume columns %', _clist_vol;

 -------------------------all columns with price types getting scaled-----------------------------------
SELECT 
    string_agg(
        --create the column reference
        CASE appcol 
            WHEN 'units'    THEN '0::numeric AS '||format('%I',cname) 
            WHEN 'cost'     THEN '0::numeric AS '||format('%I',cname) 
            WHEN 'value'    THEN $$round((CASE WHEN pscale.factor = 0 THEN o.$$||_units_col||$$ * pscale.mod_price ELSE o.$$||format('%I',cname)||' * pscale.factor END)::numeric,2) AS '||format('%I',cname) 
            WHEN 'version'  THEN '''app_forecast_name'' AS '||format('%I',_version_col)
            WHEN 'iter'     THEN '''scale price'' AS '||format('%I',_iter_col)
            WHEN 'logid'    THEN '(SELECT id FROM ilog) AS '||format('%I',_logid_col)
            ELSE 'o.'||format('%I',cname)
        END
        --delimiter
        ,E'\n    ,' 
        --sort column ordinal
        ORDER BY opos ASC
    )
INTO
    _clist_prc
FROM 
    fc.target_meta;

RAISE NOTICE 'all columns plus scale price %', _clist_prc;

SELECT
---------$$app_req$$ will hold the request body--------------------
$$WITH
req AS  (SELECT $$||'$$app_req$$::jsonb j)'||$$
,target AS (
    SELECT
        (req.j->>'app_vincr')::numeric vincr   --volume
        ,(req.j->>'app_pincr')::numeric pincr  --price
    FROM
        req
)
-----this block is supposed to test for new products that might not be in baseline etc-------
,test AS (
    SELECT
        sum($$||_units_col||$$) FILTER (WHERE $$||format('%I',_iter_col)||$$ <> 'ACTUALS') total
        ,sum($$||_units_col||$$) FILTER (WHERE $$||format('%I',_iter_col)||$$ = 'baseline') base
    FROM
        $$||_target_table||$$ o 
    WHERE
        app_where
)
,ilog AS (
    INSERT INTO
        fc.log (doc)
    SELECT
        req.j 
    FROM
        req
    RETURNING *
)
------need to group basemix and forego any detail iterations
,basemix AS (
SELECT
    $$||_clist_sum||$$
FROM
    $$||_target_table||$$ o 
WHERE
    app_where
GROUP BY
    $$||_clist_group||$$
),
vscale AS (
    SELECT
        (SELECT vincr FROM target) AS target_increment
        ,sum($$||_units_col||') AS units'||$$
        ,CASE WHEN sum($$||_units_col||$$) = 0 THEN 0 ELSE (SELECT vincr FROM target)/sum($$||_units_col||$$) END AS factor
    FROM
        basemix
)
,volume_only AS (
SELECT
    $$||_clist_vol||$$
FROM
    basemix o
    CROSS JOIN vscale
WHERE
    vscale.factor <> 0
)
,volume AS (
    SELECT * FROM volume_only
    UNION ALL
    SELECT * FROM basemix WHERE (SELECT factor FROM vscale) = 0
)
,pscale AS (
SELECT
    (SELECT pincr FROM target) AS target_increment
    ,sum($$||format('%I',_value_col)||') AS value'||$$
    ,CASE WHEN (SELECT sum($$||format('%I',_value_col)||$$) FROM volume) = 0 THEN
        --if the base value is -0- scaling will not work, need to generate price, factor goes to -0-
        0
    ELSE
        CASE WHEN (SELECT factor FROM vscale) = 0
            --if the incoming volume dataset has just basemix data, then create an absolute factor and multiply by basemix
            THEN (SELECT pincr FROM target)/(SELECT sum($$||format('%I',_value_col)||$$) FROM volume)
            --if the incoming volume table already has an adjusment, just need to create a true-up factor
            --multiplying by the raw factor without adding 1 will work since this data set will be added to the volume data set
            ELSE ((SELECT pincr FROM target)-(SELECT sum($$||format('%I',_value_col)||$$) FROM volume))/(SELECT sum($$||format('%I',_value_col)||$$) FROM volume)
        END
    END factor
    ,CASE WHEN (SELECT sum($$||format('%I',_value_col)||$$) FROM volume) = 0 THEN
        CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum($$||format('%I',_value_col)||$$) FROM volume)) <> 0 THEN
            --if the base value is -0- but the target value hasn't been achieved, derive a price to apply
            ((SELECT pincr::numeric FROM target) - (SELECT sum($$||format('%I',_value_col)||$$) FROM volume))/(SELECT sum($$||format('%I',_units_col)||$$) FROM volume)
        ELSE
            0
        END
    ELSE
        0
    END mod_price
FROM
    volume
)
,pricing AS (
SELECT
    $$||_clist_prc||$$
FROM
    volume o
    CROSS JOIN pscale
WHERE
    pscale.factor <> 0 or pscale.mod_price <> 0
)
INSERT INTO
    $$||_target_table||$$
SELECT 
    * 
FROM 
    volume_only
UNION ALL 
SELECT 
    * 
FROM 
    pricing
$$
INTO
    _sql;

RAISE NOTICE '%', _sql;
    
INSERT INTO fc.sql SELECT 'scale', _sql ON CONFLICT (cmd) DO UPDATE SET t = EXCLUDED.t;

END
$func$;

---SELECT * FROM fc.sql;