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split new orders amongst accounts reps

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This commit is contained in:
Paul Trowbridge 2023-12-18 22:56:46 -05:00
parent 0d4901dc20
commit 8f0687fbb8
1 changed files with 116 additions and 44 deletions
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86
sql/infer_pounds.pg.sql
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@ -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
@ -135,12 +141,22 @@ 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
)
,infer AS (
SELECT
a.bill_dba
,a.ship_dba
@ -166,19 +182,75 @@ SELECT
,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) newdollars
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) newpounds
END,2)*a.rep_count newpounds
FROM
ask a
WHERE
newords <> 0
)
,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
)