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sales_walk
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base: hc-companies:bb9b1a6d8a12f4cbbc0dcfff9f1504d71a339b7d
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hc-companies:master
hc-companies:budget
hc-companies:prod
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compare: hc-companies:26ad456d52e5e6a17c454bbdc42b35dbb79719f2
Branches Tags
hc-companies:budget
hc-companies:master
hc-companies:prod

3 Commits
bb9b1a6d8a ... 26ad456d52

Author SHA1 Message Date
Paul Trowbridge 26ad456d52 get v2 working 2023-10-18 15:00:33 -04:00
Paul Trowbridge 19592685d3 strip codes from full description fields 2023-10-18 00:18:03 -04:00
Paul Trowbridge eaf91fbacf vault backup: 2023-10-17 16:06:42 2023-10-17 16:06:42 -04:00
8 changed files with 492 additions and 61 deletions
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12
api.ts
View File

@ -28,11 +28,13 @@ await client.connect();
const query = await Deno.readTextFile("sql/write_note.sql");
// Define a route to retrieve values from the database using parameters
router.get('/sales_walk/write_note/:ship_cust/:bucket/:notes', async (ctx) => {
router.get('/sales_walk/write_note/:bill_cust/:ship_cust/:bucket/:attainment/:notes', async (ctx) => {
const bucket = ctx.params.bucket; // Extract the bucket parameter from the route
const attainment= ctx.params.attainment; // Extract the bucket parameter from the route
const notes = ctx.params.notes; // Extract the bucket parameter from the route
const ship_cust = ctx.params.ship_cust; // Extract the ship_cust parameter from the route
const bill_cust = ctx.params.bill_cust; // Extract the ship_cust parameter from the route
//console.log(bucket)
//console.log(ship_cust)
@ -74,8 +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 { ship_cust, bucket, notes } = body; // Destructure the needed values from the JSON
const result = await client.queryObject({args: [ship_cust, bucket, notes], text: query} );
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} );
}
} catch (error) {
@ -91,6 +93,6 @@ app.use(router.routes());
app.use(router.allowedMethods());
// Start the server
console.log('Server is running on http://localhost:8085');
await app.listen({ port: 8085 });
console.log('Server is running on http://localhost:8086');
await app.listen({ port: 8086 });

6
sales_walk.service → sales_walk_2.service
View File

@ -1,10 +1,10 @@
[Unit]
Description=Deno API Sales Walk
Description=Deno API Sales Walk v2
After=network.target
[Service]
ExecStart=/home/ptrowbridge/.deno/bin/deno run --allow-all /opt/sales_bridge/api.ts
WorkingDirectory=/opt/sales_bridge
ExecStart=/home/ptrowbridge/.deno/bin/deno run --allow-all /opt/sales_bridge_2/api.ts
WorkingDirectory=/opt/sales_bridge_2
Restart=always
User=ptrowbridge

100
sql/budgetc.sql
View File

@ -1,20 +1,82 @@
WITH x AS (
SELECT
version,
oseas,
customer,
sum(sales_usd),
sum(pounds)
--string_agg(distinct mold,', ')
FROM b
left outer join rlarp.molds m ON
m.stlc = b.mold
WHERE
oseas = 2024
AND version = 'Forecats'
GROUP BY
version,
oseas,
customer
WITH
act as (
SELECT
bill_dba
,ship_dba
,dsm
--,os.glec
--,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)
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
--,os.glec
--,m.biggroup
--,os.priceg
)
SELECT * FROM X
,bgt AS (
SELECT
bill_dba
,ship_dba
,dsm
,sum(sales_usd) sales
,sum(pounds) pounds
--string_agg(distinct mold,', ')
FROM
rlarp.osm_stack
WHERE
version = 'Budget'
AND oseas = '2024'
GROUP BY
bill_dba
,ship_dba
,dsm
)
,agg AS (
SELECT
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(bgt.pounds ) "Budget 2024"
,SUM(act."Actual 2023") "Actual 2023"
,SUM(act."Actual 2024") "Actual 2024"
,SUM(act."Open Ord" ) "Open Ord"
,SUM(act."Quotes" ) "Quotes"
FROM
act
FULL OUTER JOIN bgt ON
TRIM(bgt.bill_dba) = act.bill_dba
AND TRIM(bgt.ship_dba) = act.ship_dba
AND TRIM(bgt.dsm ) = act.dsm
GROUP BY
COALESCE(act.bill_dba,TRIM(bgt.bill_dba))
,COALESCE(act.ship_dba,TRIM(bgt.ship_dba))
,COALESCE(act.dsm ,TRIM(bgt.dsm ))
)
SELECT * FROM agg

23
sql/excel_query.sql Normal file
View File

@ -0,0 +1,23 @@
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
FROM
rlarp.sales_walk_r1 sw
WHERE
(sw.dsm = ?)
ORDER BY
sw.shipments_2023 desc,
shipments_2024 + open_orders_2024 desc,
quotes desc

113
sql/prep_budget.sql Normal file
View File

@ -0,0 +1,113 @@
DELETE FROM rlarp.osmp where version = 'b24r1';
INSERT INTO
rlarp.osmp
SELECT
ordnum
,NULL::integer
,NULL::integer
,NULL::integer
,invnum
,NULL::integer
,quoten
,NULL::integer
,NULL::date
,NULL::date
,NULL::date
,NULL::date
,NULL::date
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,NULL::jsonb
,NULL::text
,plnt
,promo
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,bill_class
,substring(bill_cust,1,8)
,NULL::text
,NULL::text
,ship_class
,substring(ship_cust,1,8)
,NULL::text
,NULL::text
,NULL::text
,bill_dba
,ship_dba
,geo
,chan
,chansub
,NULL::text
,NULL::text
,NULL::text
,bill_ctry
,bill_prov
,bill_post
,dest_ctry
,dest_prov
,dest_post
,part
,mold
,substring(colcd,1,3)
,colgrp
,substring(coltierd,1,1)
,NULL::text
,sizc
,uomp
,substring(suffixd,1,position(' -' IN suffixd))
,accs_ps
,brnd
,substring(majgd,1,3)
,substring(mingd,1,3)
,substring(majsd,1,3)
,substring(minsd,1,3)
,NULL::text
,NULL::text
,glec
,NULL::text
,clss
,NULL::text
,NULL::text
,NULL::text
,NULL::text
,case when coalesce(qty,0) = 0 then 0 else pounds/qty end
,pallets
,plcd
,TRIM(fs_line)
,'US'
,1
,'US'
,1
,qty
,sales_usd
,NULL::numeric
,NULL::numeric
,NULL::numeric
,NULL::numeric
,stdcost_usd
,stdcost_cur_usd
,NULL::numeric
,calc_status
,flag
,odate
,oseas
,sdate
,sseas
,rdate
,rseas
,pdate
,pseas
,'b24r1'
,iter
FROM
public.b;

117
sql/schema.pg.sql
View File

@ -8,22 +8,25 @@ sales_walk_seg
CREATE TABLE IF NOT EXISTS rlarp.walk (
ship_cust text PRIMARY KEY
CREATE TABLE IF NOT EXISTS rlarp.walk_r1 (
bill_cust text
,ship_cust text
,bucket text
,attainment numeric
,notes text
,PRIMARY KEY (bill_cust, ship_cust)
);
GRANT ALL ON TABLE rlarp.walk TO PUBLIC;
DROP VIEW IF EXISTS rlarp.sales_walk;
DROP VIEW IF EXISTS rlarp.sales_walk_seg;
GRANT ALL ON TABLE rlarp.walk_r1 TO PUBLIC;
DROP VIEW IF EXISTS rlarp.sales_walk_r1_seg;
DROP VIEW IF EXISTS rlarp.sales_walk_r1;
------------------------------------------sales walk agg---------------------------------------------------
DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_agg ;
DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_r1_agg ;
CREATE MATERIALIZED VIEW rlarp.sales_walk_agg AS
CREATE MATERIALIZED VIEW rlarp.sales_walk_r1_agg AS
WITH
agg as (
act as (
SELECT
bill_dba
,ship_dba
@ -32,9 +35,9 @@ SELECT
--,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"
,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
@ -64,10 +67,49 @@ GROUP BY
--,m.biggroup
--,os.priceg
)
,bgt AS (
SELECT
bill_dba
,ship_dba
,dsm
,sum(sales_usd) sales
,sum(pounds) pounds
--string_agg(distinct mold,', ')
FROM
rlarp.osm_stack
WHERE
version = 'Budget'
AND oseas = '2024'
GROUP BY
bill_dba
,ship_dba
,dsm
)
,agg AS (
SELECT
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"
FROM
act
FULL OUTER JOIN bgt ON
TRIM(bgt.bill_dba) = act.bill_dba
AND TRIM(bgt.ship_dba) = act.ship_dba
AND TRIM(bgt.dsm ) = act.dsm
GROUP BY
COALESCE(act.bill_dba,TRIM(bgt.bill_dba))
,COALESCE(act.ship_dba,TRIM(bgt.ship_dba))
,COALESCE(act.dsm ,TRIM(bgt.dsm ))
)
SELECT * FROM agg;
------------------------------------------sales walk-------------------------------------------------------
CREATE OR REPLACE VIEW rlarp.sales_walk AS
CREATE OR REPLACE VIEW rlarp.sales_walk_r1 AS
SELECT
bill_dba
,ship_dba
@ -75,6 +117,7 @@ SELECT
--,glec
--,biggroup
--,priceg
,"Budget 2024" budget_2024
,"Actual 2023" shipments_2023
,"Actual 2024" shipments_2024
,"Open Ord" open_orders_2024
@ -92,28 +135,33 @@ SELECT
WHEN "Actual 2024" > 0 OR "Open Ord" > 0 THEN 'Incremental Won'
END
END flag
,COALESCE(w.bucket,'None') bucket
,COALESCE(w.notes,'-') notes
,COALESCE(w.bucket,a.bucket,'None') bucket
,COALESCE(w.attainment,0) attainment
,COALESCE(w.notes,a.notes,'-') notes
FROM
rlarp.sales_walk_agg agg
LEFT OUTER JOIN rlarp.walk w ON
rlarp.sales_walk_r1_agg agg
LEFT OUTER JOIN rlarp.walk a ON
a.ship_cust = agg.ship_dba
LEFT OUTER JOIN rlarp.walk_r1 w ON
w.ship_cust = agg.ship_dba
AND w.bill_cust = agg.bill_dba
WHERE
"Actual 2023" <> 0
"Budget 2024" <> 0
OR "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;
,"Budget 2024" + "Actual 2024" + "Actual 2023" + "Open Ord" + "Quotes" desc;
GRANT SELECT ON rlarp.sales_walk TO PUBLIC;
GRANT SELECT ON rlarp.sales_walk_r1 TO PUBLIC;
--,biggroup
------------------------------------------sales walk seg agg-----------------------------------------------
DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_seg_agg;
DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_r1_seg_agg;
CREATE MATERIALIZED VIEW rlarp.sales_walk_seg_agg AS
CREATE MATERIALIZED VIEW rlarp.sales_walk_r1_seg_agg AS
WITH
SEG AS (
SELECT
@ -149,6 +197,7 @@ SELECT
,s.segm
,m.biggroup
--,os.priceg
,COALESCE(sum(pounds) filter (WHERE oseas = 2024 AND version = 'Budget'),0) "Budget 2024"
,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"
@ -171,6 +220,7 @@ WHERE
AND odate >= '2023-05-01'::date
)
OR (ostatus LIKE 'Open%')
OR (version = 'Budget')
)
AND calc_status <> 'CANCELED'
AND substring(os.glec,1,1) <= '2'
@ -189,7 +239,7 @@ GROUP BY
SELECT * FROM agg;
------------------------------------------sales walk seg---------------------------------------------------
CREATE OR REPLACE VIEW rlarp.sales_walk_seg AS
CREATE OR REPLACE VIEW rlarp.sales_walk_r1_seg AS
SELECT
agg.bill_dba
,agg.ship_dba
@ -199,10 +249,12 @@ SELECT
,agg.segm
,agg.biggroup
--,priceg
,"Budget 2024" budget_2024
,"Actual 2023" shipments_2023
,"Actual 2024" shipments_2024
,"Open Ord" open_orders_2024
,"Quotes" quotes
,"Budget 2024" * COALESCE(w.attainment,0) available_to_win
,CASE WHEN "Actual 2023" > 0
THEN CASE
WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" = 0 THEN 'No Activity'
@ -216,25 +268,30 @@ SELECT
WHEN "Actual 2024" > 0 OR "Open Ord" > 0 THEN 'Incremental Won'
END
END flag
,COALESCE(w.bucket,'None') bucket
,COALESCE(w.notes,'-') notes
,COALESCE(w.bucket,a.bucket,'None') bucket
,COALESCE(w.attainment,0) attainment
,COALESCE(w.notes,a.notes,'-') notes
,sw.flag flag_cust
FROM
rlarp.sales_walk_seg_agg agg
LEFT OUTER JOIN rlarp.walk w ON
rlarp.sales_walk_r1_seg_agg agg
LEFT OUTER JOIN rlarp.walk a ON
a.ship_cust = agg.ship_dba
LEFT OUTER JOIN rlarp.walk_r1 w ON
w.ship_cust = agg.ship_dba
LEFT OUTER JOIN rlarp.sales_walk sw ON
AND w.bill_cust = agg.bill_dba
LEFT OUTER JOIN rlarp.sales_walk_r1 sw ON
sw.bill_dba = agg.bill_dba
AND sw.ship_dba = agg.ship_dba
AND sw.dsm = agg.dsm
WHERE
"Actual 2023" <> 0
"Budget 2024" <> 0
OR "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;
,"Budget 2024" + "Actual 2024" + "Actual 2023" + "Open Ord" + "Quotes" desc;
GRANT SELECT ON rlarp.sales_walk_seg TO PUBLIC;
GRANT SELECT ON rlarp.sales_walk_r1_seg TO PUBLIC;
--,biggroup

172
sql/snap_rep.sql Normal file
View File

@ -0,0 +1,172 @@
----------------------------SET BILL-TO REP------------------------------------
UPDATE
public.b S
SET
BILL_REP = C.BVSALM
,BILL_CLASS = C.BVCLAS
FROM
LGDAT.CUST C
WHERE
C.BVCUST = S.BILL_CUST
AND (
COALESCE(S.BILL_REP,'') <> C.BVSALM
OR COALESCE(S.BILL_CLASS,'') <> C.BVCLAS
);
----------------------------SET SHIP-TO REP------------------------------------
UPDATE
public.b S
SET
SHIP_REP = C.BVSALM
,SHIP_CLASS = C.BVCLAS
FROM
LGDAT.CUST C
WHERE
C.BVCUST = S.SHIP_CUST
AND (
COALESCE(S.SHIP_REP,'') <> C.BVSALM
OR COALESCE(S.SHIP_CLASS,'') <> C.BVCLAS
);
----------------------------SET BILLTO GROUP------------------------------------
UPDATE
public.b O
SET
BILL_DBA = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
FROM
LGDAT.CUST C
WHERE
C.BVCUST = O.BILL_CUST
AND CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END <> O.ACCOUNT;
----------------------------SET SHIPTO GROUP------------------------------------
UPDATE
public.b O
SET
SHIP_DBA = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
FROM
LGDAT.CUST C
WHERE
C.BVCUST = O.SHIP_CUST
AND CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END <> O.SHIPGRP;
---------------------------SET GEOGRAPHY----------------------------------------
UPDATE
public.b o
SET
geo = t.geo
FROM
rlarp.ffterr t
WHERE
t.CTRY = o.DEST_CTRY
AND t.PROV = o.DEST_PROV
AND o.GEO <> t.GEO;
---------------------------SET CHANNEL-----------------------------------------
UPDATE
public.b
SET
CHAN = CASE SUBSTRING(BILL_CLASS,2,3)
--if the bill to class is ditsributor, then it's either warehouse or drop
WHEN 'DIS' THEN
--if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
CASE SUBSTRING(SHIP_CLASS,2,3)
WHEN 'DIS' THEN 'WHS'
ELSE 'DRP'
END
--CASE WHEN RTRIM(SUBSTRING(LTRIM(SC.BVADR7)||SC.BVNAME,1,30)) = RTRIM(SUBSTRING(LTRIM(BC.BVADR7)||BC.BVNAME,1,30)) THEN 'DIS' ELSE 'DRP' END
--everything else does not involve a distributor and is considered direct
ELSE 'DIR'
END,
CHANSUB = CASE SUBSTRING(BILL_CLASS,2,3)
WHEN 'DIS' THEN
--if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
CASE SUBSTRING(SHIP_CLASS,2,3)
WHEN 'DIS' THEN 'WHS'
ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
END
WHEN 'MAS' THEN 'RMN'
WHEN 'NAT' THEN 'RMN'
ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
END
WHERE
COALESCE(CHAN,'') <> CASE SUBSTRING(BILL_CLASS,2,3)
--if the bill to class is ditsributor, then it's either warehouse or drop
WHEN 'DIS' THEN
--if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
CASE SUBSTRING(SHIP_CLASS,2,3)
WHEN 'DIS' THEN 'WHS'
ELSE 'DRP'
END
--CASE WHEN RTRIM(SUBSTRING(LTRIM(SC.BVADR7)||SC.BVNAME,1,30)) = RTRIM(SUBSTRING(LTRIM(BC.BVADR7)||BC.BVNAME,1,30)) THEN 'DIS' ELSE 'DRP' END
--everything else does not involve a distributor and is considered direct
ELSE 'DIR'
END
OR
COALESCE(CHANSUB,'') <> CASE SUBSTRING(BILL_CLASS,2,3)
WHEN 'DIS' THEN
--if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
CASE SUBSTRING(SHIP_CLASS,2,3)
WHEN 'DIS' THEN 'WHS'
ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
END
WHEN 'MAS' THEN 'RMN'
WHEN 'NAT' THEN 'RMN'
ELSE CASE SUBSTRING(SHIP_CLASS,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
END;
---------------------------SET QUOTA REP---------------------------------------
UPDATE
public.b S
SET
DSM = CR.QUOTA_REP
FROM
(
SELECT DISTINCT
VERSION,
COALESCE(GLEC,'') GLEC,
SUBSTRING(mingd,1,3),
BILL_CUST,
SHIP_CUST,
------------quota rep column--------------
CASE WHEN COALESCE(SUBSTRING(mingd,1,3),'') = 'B52' THEN 'PW' ELSE
--if the gl expense code is 1RE use the retail rep assigned to the bill-to customer if available
CASE WHEN COALESCE(glec,'') = '1RE' AND COALESCE(cu.currep,'') <> '' THEN
cu.currep
--default logic
ELSE
CASE SUBSTR(bill_class,2,3)
WHEN 'DIS' THEN
ship_rep
ELSE
bill_rep
END
END
END QUOTA_REP
FROM
public.b S
LEFT OUTER JOIN LGDAT.CUST ON
BVCUST = BILL_CUST
LEFT OUTER JOIN lgpgm.usrcust cu ON
cu.cucust = s.bill_cust
) CR
WHERE
CR.VERSION = S.VERSION
AND CR.GLEC = COALESCE(S.GLEC,'')
AND CR.SUBSTRING(mingd,1,3) = S.SUBSTRING(mingd,1,3)
AND CR.BILL_CUST = S.BILL_CUST
AND CR.SHIP_CUST = S.SHIP_CUST
AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;

10
sql/write_note.sql
View File

@ -1,11 +1,13 @@
MERGE INTO
rlarp.walk w
rlarp.walk_r1 w
USING
( SELECT $1 ship_cust, $2 bucket, $3 notes) as i ON
( SELECT $1 bill_cust, $2 ship_cust, $3 bucket, $4 attainment, $5 notes) 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
WHEN NOT MATCHED THEN
INSERT (ship_cust, bucket, notes)
VALUES (i.ship_cust, i.bucket, i.notes )
INSERT (bill_cust, ship_cust, bucket, attainment, notes)
VALUES (bill_cust,i.ship_cust, i.bucket, i.attainment::numeric, i.notes )