start working on initial baseline rollout

sql/baseline.sql

@@ -0,0 +1,91 @@
+WITH
+baseline AS (
+    -----------------------copy YTD sales---------------------------------------------------------------------
+    SELECT
+        ,'15mo' "version"
+        ,'actuals' iter
+    FROM
+        rlarp.osm_dev o
+        --snap the ship dates of the historic fiscal period
+        LEFT OUTER JOIN gld ON
+            gld.fspr = o.fspr
+        --get the shipping season for open orders based on the snapped date
+        LEFT OUTER JOIN gld ss ON
+            greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
+    WHERE
+        (
+            --base period orders booked....
+            o.odate BETWEEN '2019-06-01' AND '2020-02-29'
+            --...or any open orders currently booked before cutoff....
+            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2020-03-01')
+            --...or anything that shipped in that period
+            OR o.fspr BETWEEN '2001' AND '2009'
+        )
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+    UNION ALL
+    ---------option 1: fill in the rest of the year, with the prior years sales-sales----------------------------
+    SELECT
+        ,'actuals' "version"
+        ,'actuals_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
+        o.odate BETWEEN '2019-03-01' AND '2019-05-31'
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+        ------exclude actuals for now and use forecast to get the plug for the rest of the year
+        AND false
+    UNION ALL
+    --------option 2: fill in the remainder of the current year with current forecase-----------------------------
+    SELECT
+        ,'actuals' "version"
+        ,'forecast_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
+        o.odate BETWEEN '2020-03-01' AND '2020-05-31'
+        AND fs_line = '41010'
+        AND calc_status <> 'CANCELED'
+)
+-------------------copy the baseline just generated and increment all the dates by one year------------------------------------
+,incr AS (
+SELECT 
+    ,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
+    ,'b21' "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;