update so 2023 is full year

api.ts

@@ -20,6 +20,7 @@ const client = new Client({
   ,user:    user     
   ,password:password 
   ,database:database 
+  ,applicationName: "account status"
 });
 
 await client.connect();
@@ -28,11 +29,13 @@ 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 +77,8 @@ 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 { bill_cust, ship_cust, bucket, attainment, notes , fcnotes} = body;  // Destructure the needed values from the JSON
-            const result = await client.queryObject({args: [ship_cust, bucket, notes], text: query} );
+            const result = await client.queryObject({args: [bill_cust, ship_cust, bucket, attainment, notes, fcnotes], text: query} );
         }
 
     } catch (error) {
@@ -91,6 +94,6 @@ app.use(router.routes());
 app.use(router.allowedMethods());
 
 // Start the server
-console.log('Server is running on http://localhost:8085');
+console.log('Server is running on http://localhost:8086');
-await app.listen({ port: 8085 });
+await app.listen({ port: 8086 });
 

sales_walk_2.service

@@ -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
+ExecStart=/home/ptrowbridge/.deno/bin/deno run --allow-all /opt/sales_bridge_2/api.ts
-WorkingDirectory=/opt/sales_bridge
+WorkingDirectory=/opt/sales_bridge_2
 Restart=always
 User=ptrowbridge
 

sql/excel_query.sql

@@ -0,0 +1,24 @@
+SELECT
+	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
+	(sw.dsm = ?)
+ORDER BY
+	sw.shipments_2023 desc,
+	shipments_2024 + open_orders_2024 desc,
+	quotes desc

sql/prep_budget.sql

@@ -83,7 +83,7 @@ SELECT
     ,case when coalesce(qty,0) = 0 then 0 else pounds/qty end
 	,pallets
 	,plcd
-	,fs_line
+	,TRIM(fs_line)
 	,'US'
 	,1
 	,'US'

sql/schema.pg.sql

@@ -8,20 +8,24 @@ sales_walk_seg
 
 
 
-CREATE TABLE IF NOT EXISTS rlarp.walk (
+CREATE TABLE IF NOT EXISTS rlarp.walk_r1 (
-    ship_cust text PRIMARY KEY
+     bill_cust  text 
+    ,ship_cust  text
     ,bucket     text
+    ,attainment numeric
     ,notes      text
+    ,fcnotes    text
+    ,PRIMARY KEY (bill_cust, ship_cust)
 );
 
-GRANT ALL ON TABLE rlarp.walk TO PUBLIC;
+GRANT ALL ON TABLE rlarp.walk_r1 TO PUBLIC;
-DROP VIEW IF EXISTS rlarp.sales_walk;
+DROP VIEW IF EXISTS rlarp.sales_walk_r1_seg;
-DROP VIEW IF EXISTS rlarp.sales_walk_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 
 act as (
 SELECT 
@@ -31,7 +35,7 @@ SELECT
 	--,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 = 2023 AND version = 'Actual' AND SUBSTRING(smon,1,2) <= '12'),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"
@@ -69,27 +73,44 @@ GROUP BY
          bill_dba  
         ,ship_dba 
         ,dsm 
-        ,sum(sales_usd)
+        ,sum(sales_usd) sales
-        ,sum(pounds)
+        ,sum(pounds) pounds
         --string_agg(distinct mold,', ') 
-    FROM b
+    FROM 
-        left outer join rlarp.molds m ON 
+        rlarp.osm_stack
-            m.stlc = b.mold 
     WHERE   
-        oseas = 2024 
+            version = 'Budget'
-        AND version = 'Forecats'
+        AND oseas = '2024'
     GROUP BY 
-        version, 
+         bill_dba  
-        oseas, 
+        ,ship_dba 
-        customer
+        ,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       
+        ,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
+                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
+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 
@@ -97,13 +118,14 @@ SELECT
 	--,glec
 	--,biggroup 
 	--,priceg
+    ,"Budget 2024" budget_2024
 	,"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 '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'
@@ -112,30 +134,37 @@ 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,'None') bucket
+	,COALESCE(w.bucket,a.bucket,'None') bucket
-	,COALESCE(w.notes,'-') notes
+    ,COALESCE(w.attainment,0) attainment
+	,COALESCE(w.notes,a.notes,'-') notes
+	,COALESCE(w.fcnotes,'-') fcnotes
 FROM
-	rlarp.sales_walk_agg agg
+	rlarp.sales_walk_r1_agg agg
-	LEFT OUTER JOIN rlarp.walk w ON
+	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
@@ -171,7 +200,8 @@ SELECT
     ,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 oseas = 2024 AND version = 'Budget'),0) "Budget 2024"
+	,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual' AND SUBSTRING(smon,1,2) <= '12'),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"
@@ -193,6 +223,7 @@ 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'
@@ -211,7 +242,7 @@ 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 
@@ -221,13 +252,15 @@ 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
-	,CASE WHEN "Actual 2023" > 0
+	,"Budget 2024" * COALESCE(w.attainment,0) available_to_win
+	,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'
@@ -236,27 +269,35 @@ 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,'None') bucket
+	,COALESCE(w.bucket,a.bucket,'None') bucket
-	,COALESCE(w.notes,'-') notes
+	,COALESCE(w.attainment,0) attainment
-    ,sw.flag flag_cust
+	,COALESCE(w.notes,a.notes,'-') notes
+	,COALESCE(w.fcnotes,'-') fcnotes
+    ,COALESCE(sw.flag,'Not Quoted') flag_cust
 FROM
-	rlarp.sales_walk_seg_agg agg
+	rlarp.sales_walk_r1_seg_agg agg
-	LEFT OUTER JOIN rlarp.walk w ON
+	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

sql/write_note.sql

@@ -1,11 +1,14 @@
 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, $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 (ship_cust, bucket, notes)
+    INSERT (bill_cust, ship_cust, bucket, attainment, notes, fcnotes)
-    VALUES (i.ship_cust, i.bucket, i.notes )
+    VALUES (bill_cust,i.ship_cust, i.bucket, i.attainment::numeric, i.notes , i.fcnotes)