pivot_forecast/routes/baseline/gen_baseline.sql

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;
    _target_table text;
    _version_col text;

/*----------------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;
SELECT format('%I',max(schema))||'.'||format('%I',max(tname)) INTO _target_table FROM fc.target_meta;
--the target interval
SELECT interval '1 year' INTO _interval;
SELECT cname INTO _version_col FROM fc.target_meta WHERE appcol = 'version';
SELECT jsonb_agg(func) INTO _date_funcs FROM fc.target_meta WHERE dtype = 'date' AND appcol 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.'||format('%I',cname)||' + interval '||format('%L',_interval) ||' )::date <@ '||func||'.drange'
    ,E'\n')
INTO
    _perd_joins
FROM 
    fc.target_meta 
WHERE 
    dtype = 'date' 
    AND func IS NOT NULL;

raise notice '%',_perd_joins;

-------------------------------build a column list-----------------------------------------
SELECT 
    string_agg('o.'||format('%I',cname),E'\n    ,' ORDER BY opos ASC)
INTO
    _clist
FROM 
    fc.target_meta 
WHERE 
    COALESCE(appcol,'') NOT IN ('version','iter','logid');

raise notice '%',_clist;
---------------------------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 appcol IS NULL THEN 
                        --...pull the associated date field from perd table
                        'perd.'||m.fcol
                    --...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.'||format('%I',cname)||' + interval '||format('%L',_interval) ||' AS '||format('%I',cname)
                END
            ELSE
                'o.'||format('%I',cname)
        END
        ,E'\n    ,' ORDER BY opos ASC
    )
INTO
    _clist_inc
FROM 
    fc.target_meta m
WHERE 
    COALESCE(appcol,'') NOT IN ('version','iter','logid');

RAISE NOTICE 'DATES INCREMENTED: %',_clist_inc;

--------------------------------------clone the actual baseline-----------------------------------------------

SELECT 
$$SELECT
    $$::text||    
    _clist||
    $$
    ,'forecast_name' "version"
    ,'actuals' iter
    ,null::bigint app_logid
FROM
    $$||_target_table||$$ o
WHERE
    (
        --base period orders booked....
        $$||format('%I',_order_date)||$$ BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date
        --...or any open orders currently booked before cutoff....
        OR ($$||format('%I',_order_status)||$$ IN (app_openstatus_code) and $$||format('%I',_order_date)||$$ <= 'app_openorder_cutoff'::date)
        --...or anything that shipped in that period
        OR ($$||format('%I',_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 %', _ytdbody;


------------------------------------pull a plug from actuals to create a full year baseline------------------

SELECT
$$SELECT
    $$||_clist_inc||
$$
    ,'forecast_name' "version"
    ,'plug' iter
    ,null::bigint app_logid
FROM
    $$||_target_table||' o'||E'\n'||_perd_joins||$$
WHERE
    $$||format('%I',_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;

RAISE NOTICE '_actpf %',_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
    ,null::bigint app_logid
FROM
    baseline o$$||E'\n'||_perd_joins||$$
)
,ins AS (
INSERT INTO
    $$||_target_table||$$
SELECT
    *
FROM
    incr i
WHERE
    i.$$||format('%I',_order_date)||$$ >= 'app_first_forecast_date'::date$$||$$
    OR i.$$||format('%I',_ship_date)||$$ >= '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;
    

RAISE NOTICE '_baseline %',_baseline;
------------------------------stack the sql into the final format------------------------------------------------

SELECT
$$DELETE FROM $$||_target_table||$$ WHERE $$||_version_col||$$ = 'forecast_name';
WITH
baseline AS (
$$||_ytdbody||
$$UNION ALL
$$||_actpy
||$$)
$$||_baseline
INTO
    _sql;

RAISE NOTICE '_sql %',_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;