pivot_forecast/routes/scale/scale.sql

160 lines
4.0 KiB
SQL

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
fc.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
fc.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
fc.dcard
SELECT
*
FROM
volume_only
UNION ALL
SELECT
*
FROM
pricing
RETURNING *
)
SELECT count(*) num_rows FROM ins