updates

sql/pull.sql

@@ -11,9 +11,9 @@ SELECT
 	--,os.glec
 	--,m.biggroup 
 	--,os.priceg
-	,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual'),0) "Actual 2023"
+	,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%'),0) "Open Ord"
+ 	,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
@@ -56,14 +56,14 @@ SELECT
 	--,priceg
 	,"Actual 2023" shipments_2023
 	,"Actual 2024" shipments_2024
- 	,"Open Ord" open_orders
+ 	,"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 OR "Quotes" > 0) THEN 'Open Ord OR Quoted'
+				WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" > 0 THEN 'Quoted Only'
-				WHEN "Actual 2024" < "Actual 2023" THEN 'Reduced'
+				WHEN ("Actual 2024" + "Open Ord") < "Actual 2023" THEN 'Reduced'
-				WHEN "Actual 2024" >= "Actual 2023" THEN 'Increased'
+				WHEN ("Actual 2024" + "Open Ord") >= "Actual 2023" THEN 'Increased'
 			 END
 	    ELSE
 	    	CASE

sql/segment_summary.sql

@@ -0,0 +1,121 @@
+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 
+    ,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
+    ,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.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