generate_sql/gen_baseline.sql

@@ -10,40 +10,14 @@ DECLARE
     _actpy text;
     _sql text;
     _baseline text;
-    _date_funcs jsonb;
-    _perd_joins text;
-    _interval interval;
 
 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-----------------------------------------
+-------------------------------build a column list----------------------------------------
 SELECT 
-    string_agg('o.'||format('%I',cname),E'\n    ,' ORDER BY opos ASC)
+    string_agg(format('%I',cname),E'\n    ,' ORDER BY opos ASC)
 INTO
     _clist
 FROM 
@@ -51,60 +25,46 @@ FROM
 WHERE 
     func NOT IN ('version');
 
----------------------------build column to increment dates---------------------------------
+---------------------------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)
-                END
-            ELSE
-                'o.'||format('%I',cname)
-        END
-        ,E'\n    ,' ORDER BY opos ASC
-    )
+        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_inc
 FROM 
-    fc.target_meta m
+    fc.target_meta 
 WHERE 
     func NOT IN ('version');
 
 --RAISE NOTICE 'build list: %',clist;
 
+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;
+
 --------------------------------------clone the actual baseline-----------------------------------------------
 
 SELECT 
-$$SELECT
-    $$::text||    
+$a$SELECT
+    $a$::text||    
     _clist||
-    $$
+    $b$
     ,'forecast_name' "version"
     ,'actuals' iter
 FROM
-    fc.live o
+    rlarp.osm_dev o
 WHERE
     (
         --base period orders booked....
-        $$||_order_date||$$ BETWEEN [app_baseline_from_date] AND [app_baseline_to_date]
+        $b$||_order_date||$c$ BETWEEN [app_baseline_from_date] AND [app_baseline_to_date]
         --...or any open orders currently booked before cutoff....
-        OR ($$||_order_status||$$ IN ([app_openstatus_code]) and $$||_order_date||$$ <= [app_openorder_cutoff])
+        OR ($c$||_order_status||$d$ IN ([app_openstatus_code]) and $d$||_order_date||$e$ <= [app_openorder_cutoff])
         --...or anything that shipped in that period
-        OR ($$||_ship_date||$$ BETWEEN [app_baseline_from_date] AND [app_baseline_to_date])
+        OR ($e$||_ship_date||$f$ BETWEEN [app_baseline_from_date] AND [app_baseline_to_date])
     )
     --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
-$$::text
+$f$::text
 INTO
     _ytdbody;
 
@@ -120,7 +80,7 @@ $$
     ,'forecast_name' "version"
     ,'plug' iter
 FROM
-    fc.live o$$||E'\n'||_perd_joins||$$
+    rlarp.osm_dev o
 WHERE
     $$||_order_date||$$ BETWEEN [app_plug_fromdate] AND [app_plug_todate]
     --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
@@ -131,19 +91,20 @@ INTO
 ------------------------------copy a full year and increment by 1 year for the baseline-------------------------
 
 SELECT
-$$INSERT INTO 
+$a$
+INSERT INTO 
     fc.live
 SELECT
-    $$||_clist_inc||
-    $$
+    $a$||_clist_inc||
+    $b$
     ,'forecast_name' "version"
     ,'baseline' iter
 FROM
-    baseline o$$||E'\n'||_perd_joins||$$
+    baseline
 WHERE
-    $$||_order_date||' >= [app_first_forecast_date]'||$$
-    OR $$||_ship_date||' >= [app_first_forecast_date]'
-    --any orders in the forecast period, or any sales in the forecast period (from open orders)
+    $b$||_order_date||$c$ + interval '1 year' >= $c$||'[app_first_order_date_year]'
+    --the final forecast baseline should have orders greater than or equal to the
+    --start of the year since new orders is the intended forecast
 INTO
     _baseline;
     
@@ -158,7 +119,8 @@ $$||_ytdbody||
 $$UNION ALL
 $$||_actpy
 ||$$)
-$$||_baseline
+$$
+||_baseline
 INTO
     _sql;