pivot_forecast/routes/baseline/baseline.sql

120 lines
3.2 KiB
SQL

DELETE FROM fc.dcard WHERE app_version = 'app_forecast_name';
WITH
req AS (SELECT $$app_req$$::jsonb j)
,ilog AS (
INSERT INTO
fc.log (doc)
SELECT
req.j
FROM
req
RETURNING *
)
,baseline AS (
SELECT
null::integer AS id
,null::integer AS 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
,'baseline' AS app_iter
,(SELECT id FROM ilog) AS app_logid
FROM
fc.dcard o
WHERE
(
--base period orders booked....
"Trans. Date" BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date
--...or any open orders currently booked before cutoff....
OR ("Description" IN (app_openstatus_code) and "Trans. Date" <= 'app_openorder_cutoff'::date)
--...or anything that shipped in that period
OR ("Post 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
GROUP BY
o."Trans. Date"
,o."Post Date"
,o."Description"
,o."Category"
,o."Party"
,o."Reason"
UNION ALL
SELECT
null::integer AS id
,null::integer AS logid
,o."Trans. Date" + interval '1 year' AS "Trans. Date"
,o."Post Date" + interval '1 year' AS "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
,'baseline' AS app_iter
,(SELECT id FROM ilog) AS app_logid
FROM
fc.dcard o
LEFT OUTER JOIN fc.perd tdate ON
(o."Trans. Date" + interval '1 year' )::date <@ tdate.drange
LEFT OUTER JOIN fc.perd pdate ON
(o."Post Date" + interval '1 year' )::date <@ pdate.drange
WHERE
"Trans. 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
GROUP BY
o."Trans. Date"
,o."Post Date"
,o."Description"
,o."Category"
,o."Party"
,o."Reason")
,incr AS (
SELECT
null::integer AS id
,null::integer AS logid
,o."Trans. Date" + interval '1 year' AS "Trans. Date"
,o."Post Date" + interval '1 year' AS "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
,'baseline' AS app_iter
,(SELECT id FROM ilog) AS app_logid
FROM
baseline o
LEFT OUTER JOIN fc.perd tdate ON
(o."Trans. Date" + interval '1 year' )::date <@ tdate.drange
LEFT OUTER JOIN fc.perd pdate ON
(o."Post Date" + interval '1 year' )::date <@ pdate.drange
GROUP BY
o."Trans. Date"
,o."Post Date"
,o."Description"
,o."Category"
,o."Party"
,o."Reason"
)
,ins AS (
INSERT INTO
fc.dcard
SELECT
*
FROM
incr i
WHERE
i."Trans. Date" >= 'app_first_forecast_date'::date
OR i."Post Date" >= 'app_first_forecast_date'::date
RETURNING *
)
SELECT COUNT(*) num_rows FROM ins