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sales_walk/sql/schema.pg.sql

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/*
walk
sales_walk_agg
sales_walk
sales_walk_seg_agg
sales_walk_seg
*/
CREATE TABLE IF NOT EXISTS rlarp.walk (
ship_cust text PRIMARY KEY
,bucket text
,notes text
);
GRANT ALL ON TABLE rlarp.walk TO PUBLIC;
DROP VIEW IF EXISTS rlarp.sales_walk;
DROP VIEW IF EXISTS rlarp.sales_walk_seg;
------------------------------------------sales walk agg---------------------------------------------------
DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_agg ;
CREATE MATERIALIZED VIEW rlarp.sales_walk_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) <= '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
)
,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
SELECT
bill_dba
,ship_dba
,dsm
--,glec
--,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
FROM
rlarp.sales_walk_agg agg
LEFT OUTER JOIN rlarp.walk w ON
w.ship_cust = agg.ship_dba
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 TO PUBLIC;
--,biggroup
------------------------------------------sales walk seg agg-----------------------------------------------
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
,director
,nursery_region
,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
,director
,nursery_region
,s.segm
,m.biggroup
--,os.priceg
)
SELECT * FROM agg;
------------------------------------------sales walk seg---------------------------------------------------
CREATE OR REPLACE VIEW rlarp.sales_walk_seg AS
SELECT
agg.bill_dba
,agg.ship_dba
,agg.dsm
,agg.director
,agg.nursery_region
,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
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