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sales_walk
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add forecast notes

This commit is contained in:
Paul Trowbridge 2023-10-24 16:22:00 -04:00
parent 26ad456d52
commit 1df3ff1adb
4 changed files with 40 additions and 32 deletions
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4
api.ts
View File

@ -76,8 +76,8 @@ router.post('/sales_walk/flag_cust', async (ctx) => {
if (ctx.request.hasBody) {
const body = JSON.parse(bodyText);
console.log("Body JSON:", body);
const { bill_cust, ship_cust, bucket, attainment, notes } = body; // Destructure the needed values from the JSON
const result = await client.queryObject({args: [bill_cust, ship_cust, bucket, attainment, notes], text: query} );
const { bill_cust, ship_cust, bucket, attainment, notes , fcnotes} = body; // Destructure the needed values from the JSON
const result = await client.queryObject({args: [bill_cust, ship_cust, bucket, attainment, notes, fcnotes], text: query} );
}
} catch (error) {

29
sql/excel_query.sql
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@ -1,18 +1,19 @@
SELECT
sw.bill_dba,
sw.ship_dba,
sw.dsm,
sw.budget_2024,
sw.shipments_2023,
sw.shipments_2024,
sw.open_orders_2024,
sw.quotes,
--(shipments_2024 + open_orders_2024) - shipments_2023 yoy_delta,
(shipments_2024 + open_orders_2024) - budget_2024 yoy_delta,
sw.flag,
sw.bucket,
sw.attainment,
sw.notes
sw.bill_dba "Bill-To",
sw.ship_dba "Ship-To",
sw.dsm "DSM",
sw.budget_2024 "2024 Budget",
sw.shipments_2023 "2023 Shipments",
sw.shipments_2024 "2024 Shipments",
sw.open_orders_2024 "Open Orders",
sw.quotes "Quotes",
(shipments_2024 + open_orders_2024) - budget_2024 "Budget Delta",
(shipments_2024 + open_orders_2024) - shipments_2023 "YoY Delta",
sw.flag "Flag",
sw.bucket "Bucket",
sw.attainment "'25 Fcst vs '24 Bdgt - %",
sw.notes "YoY Notes",
sw.fcnotes "'25 Forecast Notes"
FROM
rlarp.sales_walk_r1 sw
WHERE

32
sql/schema.pg.sql
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@ -9,11 +9,12 @@ sales_walk_seg
CREATE TABLE IF NOT EXISTS rlarp.walk_r1 (
bill_cust text
,ship_cust text
,bucket text
bill_cust text
,ship_cust text
,bucket text
,attainment numeric
,notes text
,notes text
,fcnotes text
,PRIMARY KEY (bill_cust, ship_cust)
);
@ -90,11 +91,11 @@ GROUP BY
COALESCE(act.bill_dba,TRIM(bgt.bill_dba)) bill_dba
,COALESCE(act.ship_dba,TRIM(bgt.ship_dba)) ship_dba
,COALESCE(act.dsm ,TRIM(bgt.dsm )) dsm
,SUM(COALESCE(bgt.pounds ,0)) "Budget 2024"
,SUM(COALESCE(act."Actual 2023",0)) "Actual 2023"
,SUM(COALESCE(act."Actual 2024",0)) "Actual 2024"
,SUM(COALESCE(act."Open Ord" ,0)) "Open Ord"
,SUM(COALESCE(act."Quotes" ,0)) "Quotes"
,COALESCE(SUM(bgt.pounds ),0) "Budget 2024"
,COALESCE(SUM(act."Actual 2023"),0) "Actual 2023"
,COALESCE(SUM(act."Actual 2024"),0) "Actual 2024"
,COALESCE(SUM(act."Open Ord" ),0) "Open Ord"
,COALESCE(SUM(act."Quotes" ),0) "Quotes"
FROM
act
FULL OUTER JOIN bgt ON
@ -124,7 +125,7 @@ SELECT
,"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 'Not Quoted'
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'
@ -133,11 +134,13 @@ SELECT
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'
WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" = 0 THEN 'Not Quoted'
END
END flag
,COALESCE(w.bucket,a.bucket,'None') bucket
,COALESCE(w.attainment,0) attainment
,COALESCE(w.notes,a.notes,'-') notes
,COALESCE(w.fcnotes,'-') fcnotes
FROM
rlarp.sales_walk_r1_agg agg
LEFT OUTER JOIN rlarp.walk a ON
@ -255,9 +258,9 @@ SELECT
,"Open Ord" open_orders_2024
,"Quotes" quotes
,"Budget 2024" * COALESCE(w.attainment,0) available_to_win
,CASE WHEN "Actual 2023" > 0
,CASE WHEN COALESCE("Actual 2023",0) > 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 'Not Quoted'
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'
@ -266,12 +269,15 @@ SELECT
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'
WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" = 0 THEN 'Not Quoted'
ELSE 'Not Quoted'
END
END flag
,COALESCE(w.bucket,a.bucket,'None') bucket
,COALESCE(w.attainment,0) attainment
,COALESCE(w.notes,a.notes,'-') notes
,sw.flag flag_cust
,COALESCE(w.fcnotes,'-') fcnotes
,COALESCE(sw.flag,'Not Quoted') flag_cust
FROM
rlarp.sales_walk_r1_seg_agg agg
LEFT OUTER JOIN rlarp.walk a ON

7
sql/write_note.sql
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@ -1,13 +1,14 @@
MERGE INTO
rlarp.walk_r1 w
USING
( SELECT $1 bill_cust, $2 ship_cust, $3 bucket, $4 attainment, $5 notes) as i ON
( SELECT $1 bill_cust, $2 ship_cust, $3 bucket, $4 attainment, $5 notes, $6 fcnotes) as i ON
i.ship_cust = w.ship_cust
AND i.bill_cust = w.bill_cust
WHEN MATCHED THEN UPDATE SET
bucket = i.bucket
,attainment = i.attainment::numeric
,notes = i.notes
,fcnotes = i.fcnotes
WHEN NOT MATCHED THEN
INSERT (bill_cust, ship_cust, bucket, attainment, notes)
VALUES (bill_cust,i.ship_cust, i.bucket, i.attainment::numeric, i.notes )
INSERT (bill_cust, ship_cust, bucket, attainment, notes, fcnotes)
VALUES (bill_cust,i.ship_cust, i.bucket, i.attainment::numeric, i.notes , i.fcnotes)