pt/pivot_forecast
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update problems, and remove old files

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This commit is contained in:
Paul Trowbridge 2020-11-08 22:44:23 -05:00
parent babdd3c8a7
commit 9e37284305
3 changed files with 6 additions and 116 deletions
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84
generate_sql/baseline_old.sql
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@ -1,84 +0,0 @@
--a baseline period will have to be identified
WITH
baseline AS (
-----------------------copy YTD sales---------------------------------------------------------------------
SELECT
[nonversion]
,'baseline' "version"
,'actuals' iter
FROM
rlarp.osm_dev o
WHERE
(
--base period orders booked....
[order_field_name] BETWEEN [target_odate_from] AND [target_odate_to]
--...or any open orders currently booked before cutoff....
OR ([status_flag] IN ([status_list]) and [target_date] <= [target_date_from])
--...or anything that shipped in that period
OR ([target_sdate] BETWEEN [target_sdate_from] AND [target_sdate_to])
)
--be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
UNION ALL
---------option 1: fill in the rest of the year, with the prior years sales-sales----------------------------
SELECT
[nonversion]
,'baseline' "version"
,'plug' iter
FROM
rlarp.osm_dev o
LEFT OUTER JOIN gld ON
gld.fspr = o.fspr
LEFT OUTER JOIN gld ss ON
greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat
WHERE
[target_odate] BETWEEN [target_odate_plug_from] AND [target_odate_plug_to]
--be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
UNION ALL
--------option 2: fill in the remainder of the current year with current forecase-----------------------------
SELECT
[nonversion]
,'baseline' "version"
,'plug' iter
FROM
rlarp.osmp_dev o
LEFT OUTER JOIN gld ON
gld.fspr = o.fspr
LEFT OUTER JOIN gld ss ON
greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
WHERE
[target_odate] BETWEEN [target_odate_plug_from] AND [target_odate_plug_to]
AND false
)
-------------------copy the baseline just generated and increment all the dates by one year------------------------------------
,incr AS (
SELECT
[nondate_columns]
,o.dcodat + interval '1 year' --incremented
,o.ddqdat + interval '1 year' --incremented
,o.dhidat + interval '1 year' --incremented
,o.odate + interval '1 year' --incremented
,o.oseas + 1 --incremented
,o.rdate + interval '1 year' --incremented
,o.rseas + 1 --incremented
,o.sdate + interval '1 year' --incremented
,o.sseas + 1 --incremented
,'baseline' "version"
,'copy' iter
FROM
baseline o
LEFT OUTER JOIN gld ON
o.sdate + interval '1 year' BETWEEN gld.sdat and gld.edat
WHERE
o.odate + interval '1 year' >= '2020-06-01'
)
-------------insert the baseline actuals + x months of forecast in addtion to 12 months of forecase----------------------------
INSERT INTO rlarp.osmf_dev
SELECT * FROM incr
UNION ALL
SELECT * FROM baseline;
---identify short ships: causes disconnect with actual sales-------------------------------------------------------------------
--UPDATE rlarp.osmfs SET iter = 'short ship' WHERE calc_status = 'CLOSED' AND flag = 'REMAINDER';
---identify goofy ship dates: causes disconnect with sales when splicing in a forecast that has this problem-------------------
--UPDATE rlarp.osmfs SET iter = 'bad date' WHERE adj_shipdate < adj_orderdate;

27
generate_sql/col_interval.sql
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@ -1,27 +0,0 @@
DO
$$
DECLARE
clist text;
BEGIN
-------------------------------build a column list----------------------------------------
SELECT
string_agg(
format('%I',cname) || CASE WHEN func IN ('odate','sdate') AND dtype = 'date' THEN ' + interval ''1 year''' ELSE '' END,E'\n,' ORDER BY opos ASC)
INTO
clist
FROM
fc.target_meta
WHERE
func NOT IN ('version');
RAISE NOTICE 'build list: %',clist;
CREATE TEMP TABLE sql(t text);
INSERT INTO sql SELECT clist;
END
$$;
select * from sql;

11
readme.md
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@ -34,8 +34,9 @@ TO-DO:
running problem list
----------------------------------------------------------------------------------------------------------------------------------------------------
* baseline route
* problem: how will the incremented order season get updated, adding an interval won't work
- [ ] a table fc.odate, has been built, but it is incomplete, a setup function filling in these date-keyed tables could be setup
- [ ] if a table is date-keyed, fc.perd could be targeted to fill in the gaps
* problem: the target sales data has to map have concepts like order_date, and the application needs to know which col is order date
- [x] add column called application hook
- [ ] problem: how will the incremented order season get updated, adding an interval won't work
* a table fc.odate, has been built, but it is incomplete, a setup function filling in these date-keyed tables could be setup
* if a table is date-keyed, fc.perd could be targeted to fill in the gaps by mapping the associated column names
- [ ] problem: the target sales data has to map have concepts like order_date, and the application needs to know which col is order date
* add column called application hook
- [ ] there is not currently any initial grouping to limit excess data from all the document# scenarios