hc-companies/sales_walk
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity
budget
sales_walk/sql/schema.pg.sql

304 lines
8.4 KiB
SQL
Raw Permalink Blame History

/*
walk
sales_walk_agg
sales_walk
sales_walk_seg_agg
sales_walk_seg
*/
CREATE TABLE IF NOT EXISTS rlarp.walk_r1 (
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_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_r1_agg ;
CREATE MATERIALIZED VIEW rlarp.sales_walk_r1_agg AS
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) <= '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"
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
)
,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
,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;
------------------------------------------sales walk-------------------------------------------------------
CREATE OR REPLACE VIEW rlarp.sales_walk_r1 AS
SELECT
bill_dba
,ship_dba
,dsm
--,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 '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'
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'
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
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
"Budget 2024" <> 0
OR "Actual 2023" <> 0
OR ("Actual 2024") <> 0
OR ("Open Ord") <> 0
OR ("Quotes") <> 0
ORDER BY
dsm
,"Budget 2024" + "Actual 2024" + "Actual 2023" + "Open Ord" + "Quotes" desc;
GRANT SELECT ON rlarp.sales_walk_r1 TO PUBLIC;
--,biggroup
------------------------------------------sales walk seg agg-----------------------------------------------
DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_r1_seg_agg;
CREATE MATERIALIZED VIEW rlarp.sales_walk_r1_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
,director
,nursery_region
,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) <= '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"
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%')
OR (version = 'Budget')
)
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
,director
,nursery_region
,s.segm
,m.biggroup
--,os.priceg
)
SELECT * FROM agg;
------------------------------------------sales walk seg---------------------------------------------------
CREATE OR REPLACE VIEW rlarp.sales_walk_r1_seg AS
SELECT
agg.bill_dba
,agg.ship_dba
,agg.dsm
,agg.director
,agg.nursery_region
,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 COALESCE("Actual 2023",0) > 0
THEN CASE
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'
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'
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
,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
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
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
"Budget 2024" <> 0
OR "Actual 2023" <> 0
OR ("Actual 2024") <> 0
OR ("Open Ord") <> 0
OR ("Quotes") <> 0
ORDER BY
dsm
,"Budget 2024" + "Actual 2024" + "Actual 2023" + "Open Ord" + "Quotes" desc;
GRANT SELECT ON rlarp.sales_walk_r1_seg TO PUBLIC;
--,biggroup
Reference in New Issue View Git Blame Copy Permalink