sales_walk/sql/segment_summary.sql

DROP VIEW IF EXISTS rlarp.sales_walk_seg;
DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_seg_agg;

CREATE MATERIALIZED VIEW rlarp.sales_walk_seg_agg AS
WITH
SEG AS (
	SELECT
		x.GLEC
		,x.SEGM
	FROM
		(
			VALUES
			('1CU','Sustainable'),
			('1SU','Sustainable'),
			('1GR','Greenhouse'),
			('1NU','Nursery'),
			('1RE','Retail'),
			('2WI','Greenhouse'),
			('3BM','Other'),
			('3CO','Other'),
			('3PE','Other'),
			('3PP','Other'),
			('4CO','Other'),
			('4RA','Other'),
			('9MI','Other'),
			('9SA','Other'),
			('9TO','Other')
		) X(GLEC, SEGM)
)
,agg as (
SELECT 
	bill_dba  
	,ship_dba 
	,dsm 
    ,director
    ,nursery_region
    ,s.segm
	,m.biggroup 
	--,os.priceg
	,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual' AND SUBSTRING(smon,1,2) <= '08'),0) "Actual 2023"
	,COALESCE(sum(pounds) filter (WHERE sseas = 2024 AND version = 'Actual'),0) "Actual 2024"
 	,COALESCE(sum(pounds) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%' AND rseas <= 2024),0) "Open Ord"
	,COALESCE(sum(pounds) filter (WHERE version = 'Quotes'),0)						"Quotes"
FROM
	rlarp.osm_stack os
	LEFT OUTER JOIN rlarp.molds m ON
		m.stlc = substring(os.product ,1,8)
    LEFT OUTER JOIN seg s ON 
        s.glec = os.glec
WHERE 
	(
		(
			sseas IN (2023,2024)
			AND version = 'Actual'
			AND ostatus = 'Shipped'
		)
		OR (
			version = 'Quotes'
			AND odate >= '2023-05-01'::date
		)
		OR (ostatus LIKE 'Open%')
	)
	AND calc_status <> 'CANCELED'
	AND substring(os.glec,1,1) <= '2'
    AND os.fs_line = '41010'
    AND COALESCE(ship_dba,'') <> ''
GROUP BY
	bill_dba  
	,ship_dba 
	,dsm
    ,director
    ,nursery_region
    ,s.segm
	,m.biggroup 
	--,os.priceg
)
SELECT * FROM agg;

CREATE OR REPLACE VIEW rlarp.sales_walk_seg AS
SELECT 
	 agg.bill_dba  
	,agg.ship_dba 
	,agg.dsm 
    ,agg.director
    ,agg.nursery_region
    ,agg.segm
	,agg.biggroup 
	--,priceg
	,"Actual 2023" shipments_2023
	,"Actual 2024" shipments_2024
 	,"Open Ord" open_orders_2024
	,"Quotes" quotes
	,CASE WHEN "Actual 2023" > 0
		THEN CASE 
				WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" = 0 THEN 'No Activity'
				WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" > 0 THEN 'Quoted Only'
				WHEN ("Actual 2024" + "Open Ord") < "Actual 2023" THEN 'Reduced'
				WHEN ("Actual 2024" + "Open Ord") >= "Actual 2023" THEN 'Increased'
			 END
	    ELSE
	    	CASE
	    		WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" > 0 THEN 'Incremental Quoted'
	    		WHEN "Actual 2024" > 0 OR "Open Ord" > 0 THEN 'Incremental Won'
	    	END
	END flag
	,COALESCE(w.bucket,'None') bucket
	,COALESCE(w.notes,'-') notes
    ,sw.flag flag_cust
FROM
	rlarp.sales_walk_seg_agg agg
	LEFT OUTER JOIN rlarp.walk w ON
		w.ship_cust = agg.ship_dba
    LEFT OUTER JOIN rlarp.sales_walk sw ON 
        sw.bill_dba = agg.bill_dba
        AND sw.ship_dba = agg.ship_dba
        AND sw.dsm = agg.dsm
WHERE 
    "Actual 2023" <> 0 
    OR ("Actual 2024") <> 0
    OR ("Open Ord") <> 0
    OR ("Quotes") <> 0
ORDER BY
    dsm
    ,"Actual 2024" + "Actual 2023" + "Open Ord" + "Quotes" desc;

GRANT SELECT ON rlarp.sales_walk_seg TO PUBLIC;
    --,biggroup