statr working on a scale route

readme.md

@@ -34,6 +34,7 @@ TO-DO:
 - [x] setup something to fill in sql parameters to do testing on the function
 - [ ] update node to handle forecast name parameter
 - [ ] clean up SQL generation to prevent injection
+- [ ] calc status is hard-coded right now in the json request -> probably needs to be manuall supplied up front
 
 running problem list
 ----------------------------------------------------------------------------------------------------------------------------------------------------

routes/edit_meta/readmeta.sql

@@ -0,0 +1,13 @@
+SELECT
+    tname
+    ,cname
+    ,opos
+    ,func
+    ,fkey
+    ,pretty
+    ,dtype
+    ,mastcol
+    ,appcol
+    ,dateref
+FROM
+    fc.target_meta

routes/scale/gen_scale.sql

@@ -0,0 +1,192 @@
+DO
+$func$
+DECLARE
+    _clist text;
+    _clist_inc text;
+    _ytdbody text;
+    _order_date text;
+    _ship_date text;
+    _order_status text;
+    _actpy text;
+    _sql text;
+    _baseline text;
+    _date_funcs jsonb;
+    _perd_joins text;
+    _interval interval;
+
+/*----------------parameters listing--------------
+app_baseline_from_date
+app_baseline_to_date
+app_first_forecast_date
+app_openorder_cutoff
+app_openstatus_code
+app_plug_fromdate
+app_plug_todate
+------------------------------------------------*/
+
+BEGIN
+
+-----------------populate application variables--------------------------------------------
+SELECT (SELECT cname FROM fc.target_meta WHERE appcol = 'order_date') INTO _order_date;
+SELECT (SELECT cname FROM fc.target_meta WHERE appcol = 'ship_date') INTO _ship_date;
+SELECT (SELECT cname FROM fc.target_meta WHERE appcol = 'order_status') INTO _order_status;
+--the target interval
+SELECT interval '1 year' INTO _interval;
+SELECT jsonb_agg(func) INTO _date_funcs FROM fc.target_meta WHERE dtype = 'date' AND fkey is NOT null;
+--create table join for each date based func in target_meta joining to fc.perd static table
+--the join, though, should be based on the target date, which is needs an interval added to get to the target
+SELECT
+    string_agg(
+        'LEFT OUTER JOIN fc.perd '||func||' ON'||
+        $$
+        $$||'(o.'||fkey||' + interval '||format('%L',_interval) ||' )::date <@ '||func||'.drange'
+    ,E'\n')
+INTO
+    _perd_joins
+FROM 
+    fc.target_meta 
+WHERE 
+    dtype = 'date' 
+    AND fkey IS NOT NULL;
+
+CREATE TABLE IF NOT EXISTS fc.sql(cmd text PRIMARY KEY, t text );
+
+-------------------------------build a column list-----------------------------------------
+SELECT 
+    string_agg('o.'||format('%I',cname),E'\n    ,' ORDER BY opos ASC)
+INTO
+    _clist
+FROM 
+    fc.target_meta 
+WHERE 
+    func NOT IN ('version');
+
+---------------------------build column to increment dates---------------------------------
+
+SELECT 
+    string_agg(
+        CASE
+            --if you're dealing with a date function...
+            WHEN _date_funcs ? func THEN
+                CASE 
+                    --...but it's not the date itself...
+                    WHEN fkey IS NULL THEN 
+                        --...pull the associated date field from perd table
+                        func||'.'||m.dateref
+                    --...and it's the primary key date...
+                    ELSE 
+                        --use the date key but increment by the target interval
+                        --this assumes that the primary key for the func is a date, but it has to be or it wont join anyways
+                        'o.'||fkey||' + interval '||format('%L',_interval) ||' AS '||fkey
+                END
+            ELSE
+                'o.'||format('%I',cname)
+        END
+        ,E'\n    ,' ORDER BY opos ASC
+    )
+INTO
+    _clist_inc
+FROM 
+    fc.target_meta m
+WHERE 
+    func NOT IN ('version');
+
+--RAISE NOTICE 'build list: %',clist;
+
+--------------------------------------clone the actual baseline-----------------------------------------------
+
+SELECT 
+$$SELECT
+    $$::text||    
+    _clist||
+    $$
+    ,'forecast_name' "version"
+    ,'actuals' iter
+FROM
+    fc.live o
+WHERE
+    (
+        --base period orders booked....
+        $$||_order_date||$$ BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date
+        --...or any open orders currently booked before cutoff....
+        OR ($$||_order_status||$$ IN (app_openstatus_code) and $$||_order_date||$$ <= 'app_openorder_cutoff'::date)
+        --...or anything that shipped in that period
+        OR ($$||_ship_date||$$ BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date)
+    )
+    --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
+$$::text
+INTO
+    _ytdbody;
+
+--RAISE NOTICE '%', _ytdbody;
+
+
+------------------------------------pull a plug from actuals to create a full year baseline------------------
+
+SELECT
+$$SELECT
+    $$||_clist_inc||
+$$
+    ,'forecast_name' "version"
+    ,'plug' iter
+FROM
+    fc.live o$$||E'\n'||_perd_joins||$$
+WHERE
+    $$||_order_date||$$ BETWEEN 'app_plug_fromdate'::date AND 'app_plug_todate'::date
+    --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
+$$ 
+INTO
+    _actpy;
+
+------------------------------copy a full year and increment by 1 year for the baseline-------------------------
+
+SELECT
+--$$INSERT INTO 
+--    fc.live
+$$,incr AS (
+SELECT
+    $$||_clist_inc||
+    $$
+    ,'forecast_name' "version"
+    ,'baseline' iter
+FROM
+    baseline o$$||E'\n'||_perd_joins||$$
+)
+,ins AS (
+INSERT INTO
+    fc.live
+SELECT
+    *
+FROM
+    incr i
+WHERE
+    i.$$||_order_date||$$ >= 'app_first_forecast_date'::date$$||$$
+    OR i.$$||_ship_date||$$ >= 'app_first_forecast_date'::date$$||$$
+RETURNING *
+)
+SELECT COUNT(*) num_rows  FROM ins$$
+    --any orders in the forecast period, or any sales in the forecast period (from open orders)
+INTO
+    _baseline;
+    
+
+------------------------------stack the sql into the final format------------------------------------------------
+
+SELECT
+$$DELETE FROM fc.live WHERE version = 'forecast_name';
+WITH
+baseline AS (
+$$||_ytdbody||
+$$UNION ALL
+$$||_actpy
+||$$)
+$$||_baseline
+INTO
+    _sql;
+
+INSERT INTO fc.sql SELECT 'baseline', _sql ON CONFLICT ON CONSTRAINT sql_pkey  DO UPDATE SET t = EXCLUDED.t;
+
+END
+$func$;
+
+---SELECT * FROM fc.sql;

routes/scale/req.json

@@ -0,0 +1,28 @@
+{
+    "scenario": {
+        "quota_rep_descr": "TINA PETTIGREW",
+        "substance": "Plastic",
+        "chan": "DIR",
+        "billto_group": "H&A MASTRONARDI",
+        "shipto_group": "H&A MASTRONARDI",
+        "majg_descr": "110 - INJECTION",
+        "part_descr": "HWA13000E21B025LZBLD - 13.00 WRAPT HP CHOCOLATE",
+        "version": "b21",
+        "iter": [
+            "copy",
+            "adj volume",
+            "adj price",
+            "upload volume",
+            "upload price"
+        ]   
+    },  
+    "stamp": "2020-02-19 17:03:38",
+    "user": "Trowbridge, Paul",
+    "source": "adj",
+    "message": "2% on volume and price",
+    "tag": "standard price",
+    "version": "b21",
+    "type": "scale_vp",
+    "qty": 453.60,
+    "amount": 728.43624
+}