From 8f0687fbb8f166f1fbed57ee4274a6d0e9734305 Mon Sep 17 00:00:00 2001
From: Paul Trowbridge <paul@hptrow.me>
Date: Mon, 18 Dec 2023 22:56:46 -0500
Subject: [PATCH] split new orders amongst accounts reps

---
 sql/infer_pounds.pg.sql | 160 +++++++++++++++++++++++++++++-----------
 1 file changed, 116 insertions(+), 44 deletions(-)

diff --git a/sql/infer_pounds.pg.sql b/sql/infer_pounds.pg.sql
index 9084a95..a983ffb 100644
--- a/sql/infer_pounds.pg.sql
+++ b/sql/infer_pounds.pg.sql
@@ -1,3 +1,4 @@
+CREATE MATERIALIZED VIEW rlarp.cust_review_basis AS (
 WITH 
 act as (
 SELECT 
@@ -94,9 +95,14 @@ GROUP BY
         ,COALESCE(act.ship_dba,TRIM(bgt.ship_dba))
         ,COALESCE(act.dsm     ,TRIM(bgt.dsm     ))
 )
---SELECT * FROM agg;
+SELECT * FROM agg
+);
 ------------------------------------------sales walk-------------------------------------------------------
-,ask AS (
+
+DROP VIEW rlarp.cust_infered_forecast;
+CREATE VIEW rlarp.cust_infered_forecast AS (
+WITH
+ask AS (
 SELECT 
 	 agg.bill_dba  
 	,agg.ship_dba 
@@ -135,50 +141,116 @@ SELECT
 	--,"Quotes" quotes
     ,COALESCE(a.newords,0) newords
     ,COALESCE(a.newuom,'Units') newuom
+    --,COUNT(*) OVER (PARTITION BY bill_dba, ship_dba) rep_count
+    --,sum(COALESCE((agg.pounds24 + agg.poundsop),0)) OVER (PARTITION BY bill_dba, ship_dba)/COALESCE((agg.pounds24 + agg.poundsop),0) rep_count
+    ,ROUND(CASE WHEN 
+        sum(COALESCE((agg.pounds24 + agg.poundsop),0)) OVER (PARTITION BY bill_dba, ship_dba) = 0 THEN 
+            1::numeric/COUNT(*) OVER (PARTITION BY bill_dba, ship_dba)::numeric
+        ELSE 
+            COALESCE((agg.pounds24 + agg.poundsop),0) 
+            /sum(COALESCE((agg.pounds24 + agg.poundsop),0)) OVER (PARTITION BY bill_dba, ship_dba)
+    END,5) rep_count
 FROM
-	agg
+	rlarp.cust_review_basis agg
 	LEFT OUTER JOIN rlarp.customer_review a ON
 		a.ship_cust = agg.ship_dba
 		AND a.bill_cust = agg.bill_dba
 )
-SELECT
-	 a.bill_dba  
-	,a.ship_dba 
-	,a.dsm 
-    ,a.salesbg
-    ,a.sales23
-    ,a.sales24
-    ,a.salesop
-    ,a.poundsbg
-    ,a.pounds23
-    ,a.pounds24
-    ,a.poundsop
-    ,a.qtybg
-    ,a.qty23
-    ,a.qty24
-    ,a.qtyop
-    ,a.palletsbg
-    ,a.pallets23
-    ,a.pallets24
-    ,a.palletsop
-    ,a.basis_ppp
-    ,a.basis_ppu
-    ,a.basis_ppl
-    ,a.newords
-    ,a.newuom
-    ,round(CASE a.newuom
-        WHEN 'Pallets' THEN a.newords * a.basis_ppl
-        WHEN 'Units' THEN a.newords * a.basis_ppu
-        WHEN 'Dollars' THEN a.newords
-    END,2) newdollars
-    ,ROUND(CASE WHEN COALESCE(a.basis_ppp,0) = 0 THEN NULL ELSE
-        CASE a.newuom
-            WHEN 'Pallets' THEN (a.newords * a.basis_ppl) / a.basis_ppp
-            WHEN 'Units' THEN (a.newords * a.basis_ppu) / a.basis_ppp
-            WHEN 'Dollars' THEN a.newords / a.basis_ppp
-        END
-    END,2) newpounds
-FROM
-    ask a
-WHERE 
-    newords <> 0
+,infer AS (
+    SELECT
+         a.bill_dba  
+        ,a.ship_dba 
+        ,a.dsm 
+        ,a.salesbg
+        ,a.sales23
+        ,a.sales24
+        ,a.salesop
+        ,a.poundsbg
+        ,a.pounds23
+        ,a.pounds24
+        ,a.poundsop
+        ,a.qtybg
+        ,a.qty23
+        ,a.qty24
+        ,a.qtyop
+        ,a.palletsbg
+        ,a.pallets23
+        ,a.pallets24
+        ,a.palletsop
+        ,a.basis_ppp
+        ,a.basis_ppu
+        ,a.basis_ppl
+        ,a.newords
+        ,a.newuom
+        ,a.rep_count
+        ,round(CASE a.newuom
+            WHEN 'Pallets' THEN a.newords * a.basis_ppl
+            WHEN 'Units' THEN a.newords * a.basis_ppu
+            WHEN 'Dollars' THEN a.newords
+        END,2)*a.rep_count newdollars
+        ,ROUND(CASE WHEN COALESCE(a.basis_ppp,0) = 0 THEN NULL ELSE
+            CASE a.newuom
+                WHEN 'Pallets' THEN (a.newords * a.basis_ppl) / a.basis_ppp
+                WHEN 'Units' THEN (a.newords * a.basis_ppu) / a.basis_ppp
+                WHEN 'Dollars' THEN a.newords / a.basis_ppp
+            END
+        END,2)*a.rep_count newpounds
+    FROM
+        ask a
+)
+,limited AS (
+    SELECT 
+         a.bill_dba  
+        ,a.ship_dba 
+        ,a.dsm 
+        ,a.salesbg
+        ,a.sales23
+        ,a.sales24
+        ,a.salesop
+        ,a.basis_ppp
+        ,a.basis_ppu
+        ,a.basis_ppl
+        ,a.rep_count
+        ,a.newords
+        ,a.newuom
+        ,a.newdollars
+        ,a.newpounds
+    FROM 
+        infer a
+)
+,alldata AS (
+    SELECT 
+         a.bill_dba  
+        ,a.ship_dba 
+        ,a.dsm 
+        ,a.salesbg
+        ,a.sales23
+        ,a.sales24
+        ,a.salesop
+        ,a.poundsbg
+        ,a.pounds23
+        ,a.pounds24
+        ,a.poundsop
+        ,a.qtybg
+        ,a.qty23
+        ,a.qty24
+        ,a.qtyop
+        ,a.palletsbg
+        ,a.pallets23
+        ,a.pallets24
+        ,a.palletsop
+        ,a.basis_ppp
+        ,a.basis_ppu
+        ,a.basis_ppl
+        ,a.newords
+        ,a.newuom
+        ,a.newdollars
+        ,a.newpounds
+        ,a.newdollars + sales24 + salesop fcsales24
+        ,a.newpounds + pounds24 + poundsop fcpounds24
+        ,a.rep_count
+    FROM 
+        infer a
+)
+SELECT * FROM alldata
+)