routes/scale/generate_route_sql.sh

@@ -1,4 +1,4 @@
 # execure the sql for scale which builds the sql and inserts into a table
-#$PG -f ./routes/scale/gen_scale.sql
+$PG -f ./routes/scale/gen_scale.sql
 # pull the sql out of the table and write it to route directory
 $PG -c "SELECT t FROM fc.sql WHERE cmd = 'scale'" -t -A -o ./routes/scale/scale.sql

routes/scale/scale.sql

@@ -0,0 +1,157 @@
+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(app_units) FILTER (WHERE app_iter <> 'ACTUALS') total
+        ,sum(app_units) FILTER (WHERE app_iter = 'baseline') base
+    FROM
+        tpsv.dcard 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
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,sum(o."Amount") AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,sum(o.app_units) AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'scale' AS app_iter
+    ,0::bigint AS app_logid
+FROM
+    tpsv.dcard o 
+WHERE
+    app_where
+GROUP BY
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+),
+vscale AS (
+    SELECT
+        (SELECT vincr FROM target) AS target_increment
+        ,sum(app_units) AS units
+        ,CASE WHEN sum(app_units) = 0 THEN 0 ELSE (SELECT vincr FROM target)/sum(app_units) END AS factor
+    FROM
+        basemix
+)
+,volume_only AS (
+SELECT
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,round(o."Amount" * vscale.factor,2) AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,round(o.app_units * vscale.factor,5) AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'scale volume' AS app_iter
+    ,(SELECT id FROM ilog) AS app_logid
+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("Amount") AS value
+    ,CASE WHEN (SELECT sum("Amount") 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("Amount") 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("Amount") FROM volume))/(SELECT sum("Amount") FROM volume)
+        END
+    END factor
+    ,CASE WHEN (SELECT sum("Amount") FROM volume) = 0 THEN
+        CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum("Amount") 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("Amount") FROM volume))/(SELECT sum(app_units) FROM volume)
+        ELSE
+            0
+        END
+    ELSE
+        0
+    END mod_price
+FROM
+    volume
+)
+,pricing AS (
+SELECT
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,round((CASE WHEN pscale.factor = 0 THEN o.app_units * pscale.mod_price ELSE o."Amount" * pscale.factor END)::numeric,2) AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,0::numeric AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'scale price' AS app_iter
+    ,(SELECT id FROM ilog) AS app_logid
+FROM
+    volume o
+    CROSS JOIN pscale
+WHERE
+    pscale.factor <> 0 or pscale.mod_price <> 0
+)
+, ins AS (
+INSERT INTO
+    tpsv.dcard
+SELECT 
+    * 
+FROM 
+    volume_only
+UNION ALL 
+SELECT 
+    * 
+FROM 
+    pricing
+RETURNING *
+)
+SELECT COUNT(*) as num_rows FROM ins