strip codes from full description fields

sql/budgetc.sql

@@ -1,20 +1,82 @@
-WITH x AS (
+WITH 
+act as (
 SELECT 
-        version, 
+	bill_dba  
-        oseas, 
+	,ship_dba 
-        customer, 
+	,dsm 
-        sum(sales_usd), 
+	--,os.glec
-        sum(pounds)
+	--,m.biggroup 
-        --string_agg(distinct mold,', ') 
+	--,os.priceg
-    FROM b
+	,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual' AND SUBSTRING(smon,1,2) <= '08'),0) "Actual 2023"
-        left outer join rlarp.molds m ON 
+	,COALESCE(sum(pounds) filter (WHERE sseas = 2024 AND version = 'Actual'),0)                                 "Actual 2024"
-            m.stlc = b.mold 
+ 	,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 
-        oseas = 2024 
+	(
-        AND version = 'Forecats'
+		(
-    GROUP BY 
+			sseas IN (2023,2024)
-        version, 
+			AND version = 'Actual'
-        oseas, 
+			AND ostatus = 'Shipped'
-        customer
 		)
-SELECT * FROM X
+		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
+)
+,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

sql/prep_budget.sql

@@ -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
+	,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;

sql/schema.pg.sql

@@ -23,7 +23,7 @@ DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_agg ;
 
 CREATE MATERIALIZED VIEW rlarp.sales_walk_agg AS
 WITH 
-agg as (
+act as (
 SELECT 
 	bill_dba  
 	,ship_dba 
@@ -64,7 +64,29 @@ GROUP BY
 	--,m.biggroup 
 	--,os.priceg
 )
-SELECT * FROM agg;
+,bgt AS (
+    SELECT 
+         bill_dba  
+        ,ship_dba 
+        ,dsm 
+        ,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
+)
+,agg AS (
+    SELECT 
+)
+SELECT * FROM agg
 
 ------------------------------------------sales walk-------------------------------------------------------
 CREATE OR REPLACE VIEW rlarp.sales_walk AS

sql/snap_rep.sql

@@ -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;