forecast_api/route_sql/swap_cust.sql

WITH 
target AS (SELECT $$swap_doc$$::jsonb swap)
,swap AS (
    SELECT
        rtrim(substring(bill,1,8)) billto
        ,rtrim(substring(bill_r,1,8)) bill_r
        ,rtrim(substring(ship,1,8)) shipto
        ,rtrim(substring(ship_r,1,8)) ship_r
    FROM
        TARGET
        LEFT JOIN LATERAL jsonb_to_recordset(target.swap->'rows') AS x(bill text, bill_r text, ship text, ship_r text)ON TRUE
    WHERE
        rtrim(substring(bill_r,1,8)) IS NOT null
        OR rtrim(substring(ship_r,1,8)) IS NOT null
)
,cust AS (
    ----------only return dba if being replaced-------------------------------------------------
    ----------class and rep must always bew returned for both to determine new quota rep--------
    SELECT
        billto
        ,bill_r
        ,CASE WHEN bill_r IS NULL THEN NULL::text ELSE bc.bvadr6 END bill_dba
        ,bc.bvclas bill_class
        ,bc.bvsalm bill_rep
        ,shipto
        ,ship_r
        ,CASE WHEN ship_r IS NULL THEN NULL::text ELSE sc.bvadr6 END ship_dba
        ,sc.bvclas ship_class
        ,sc.bvsalm ship_rep
    FROM
        swap
        ----default to the replacement customer but join to original otherwise since still neeed
        ----customer info for revised quote rep
        LEFT OUTER JOIN lgdat.cust bc ON
            bc.bvcust = COALESCE(swap.bill_r,billto)
        LEFT OUTER JOIN lgdat.cust sc ON
            sc.bvcust = COALESCE(swap.ship_r,shipto)
)
--put bill to and ship to back together and join in channel, terms, descriptions, etc
,seg AS (
    SELECT
        x.glec
        ,x.segm
    FROM
        (
            VALUES
            ('1SU','Sustainable'),
            ('1CU','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)
)
,log AS (
    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
)
,remove AS (
    SELECT
        fspr
        ,plnt          ---master data 
        ,promo          --history date mix
        ,terms
        ,bill_cust_descr          --history cust mix
        ,ship_cust_descr          --history cust mix
        ,dsm
        ,quota_rep_descr          --master data 
        ,director
        ,billto_group          --master data 
        ,shipto_group
        ,chan          --master data 
        ,chansub
        ,chan_retail
        ,part
        ,part_descr
        ,part_group
        ,branding
        ,majg_descr
        ,ming_descr
        ,majs_descr
        ,mins_descr
        ,segm
        ,substance
        ,fs_line          --master data 
        ,r_currency          --history cust mix
        ,r_rate          --master data 
        ,c_currency          --master data 
        ,c_rate          --master data 
        ,-units units
        ,-value_loc value_loc
        ,-value_usd value_usd
        ,-cost_loc cost_loc
        ,-cost_usd cost_usd
        ,calc_status          --0 
        ,flag          --0 
        ,order_date          --history date mix
        ,order_month
        ,order_season
        ,request_date          --history date mix
        ,request_month
        ,request_season
        ,ship_date          --history date mix
        ,ship_month
        ,ship_season
        ,'replace_version' "version"
        ,'replace_source'||' volume'  iter
        ,log.id
        ,COALESCE(log.doc->>'tag','') "tag"
        ,log.doc->>'message' "comment"
        ,log.doc->>'type' module
    FROM
        rlarp.osm_pool o
        CROSS JOIN log
        INNER JOIN cust c ON
            c.billto = SUBSTRING(o.bill_cust_descr,1,8)
            AND c.shipto = SUBSTRING(o.ship_cust_descr,1,8)
    WHERE
        -----------------scenario----------------------------
        where_clause
)
,repl AS (
    SELECT
         o.fspr
        ,o.plnt          ---master data 
        ,o.promo          --history date mix
        ,o.terms
        ,COALESCE(c.bill_r||' - '||c.bill_dba,o.bill_cust_descr) bill_cust_descr
        ,COALESCE(c.ship_r||' - '||c.ship_dba,o.ship_cust_descr) ship_cust_descr
        ,r.rcode dsm
        ,(regexp_match(r.repp,'.* - (.*)$'))[1] quota_rep_descr
        ,r.director
        ,COALESCE(c.bill_dba,o.billto_group) billto_group
        ,COALESCE(c.ship_dba,o.shipto_group) shipto_group
        ,CASE SUBSTRING(c.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(c.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 chan
        ,CASE SUBSTRING(c.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(c.ship_class,2,3)
                    WHEN 'DIS' THEN 'WHS'
                    ELSE CASE SUBSTRING(c.ship_class,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
                END
            WHEN 'MAS' THEN 'RMN'
            WHEN 'NAT' THEN 'RMN'
            ELSE CASE SUBSTRING(c.ship_class,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
        END chansub
        ,o.chan_retail
        ,o.part
        ,o.part_descr
        ,o.part_group
        ,o.branding
        ,o.majg_descr
        ,o.ming_descr
        ,o.majs_descr
        ,o.mins_descr
        ,o.segm
        ,o.substance
        ,o.fs_line          --master data 
        ,o.r_currency          --history cust mix
        ,o.r_rate          --master data 
        ,o.c_currency          --master data 
        ,o.c_rate          --master data 
        ,-o.units units
        ,-o.value_loc value_loc
        ,-o.value_usd value_usd
        ,-o.cost_loc cost_loc
        ,-o.cost_usd cost_usd
        ,o.calc_status          --0 
        ,o.flag          --0 
        ,o.order_date          --history date mix
        ,o.order_month
        ,o.order_season
        ,o.request_date          --history date mix
        ,o.request_month
        ,o.request_season
        ,o.ship_date          --history date mix
        ,o.ship_month
        ,o.ship_season
        ,o."version"
        ,o.iter
        ,o.id
        ,o."tag"
        ,o."comment"
        ,o.module
    FROM
        remove o
        INNER JOIN cust c ON
            c.billto = SUBSTRING(o.bill_cust_descr,1,8)
            AND c.shipto = SUBSTRING(o.ship_cust_descr,1,8)
        LEFT OUTER JOIN rlarp.repc r ON
             r.rcode =  CASE WHEN COALESCE(substring(ming_descr,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(o.segm,'') = 'Retail' AND  COALESCE((SELECT currep FROM lgpgm.usrcust where cucust = c.bill_r),'') <> '' 
                                THEN 
                                    (SELECT currep FROM lgpgm.usrcust where cucust = c.bill_r)
                                --default logic
                                ELSE 
                                    CASE SUBSTR(c.bill_class,2,3)
                                        WHEN 'DIS' THEN c.ship_rep
                                        ELSE c.bill_rep
                                    END
                            END
                        END
)
--select bill_cust_descr, ship_cust_descr, sum(value_usd) from (SELECT * FROM remove UNION ALL SELECT * FROM repl) x group by bill_cust_descr, ship_cust_descr
,ins AS (
    INSERT INTO rlarp.osm_pool SELECT * FROM remove UNION ALL SELECT * FROM repl RETURNING *
)
,insagg AS (
    SELECT
        ---------customer info-----------------
        bill_cust_descr
        ,billto_group
        ,ship_cust_descr
        ,shipto_group
        ,quota_rep_descr
        ,director
        ,segm
        ,substance
        ,chan
        ,chansub
        ---------product info------------------
        ,majg_descr
        ,ming_descr
        ,majs_descr
        ,mins_descr
        --,brand
        --,part_family
        ,part_group
        ,branding
        --,color
        ,part_descr
        ---------dates-------------------------
        ,order_season
        ,order_month
        ,ship_season
        ,ship_month
        ,request_season
        ,request_month
        ,promo
        ,version
        ,iter
        ,logid
        ,tag
        ,comment
        --------values-------------------------
        ,sum(value_loc) value_loc
        ,sum(value_usd) value_usd
        ,sum(cost_loc) cost_loc
        ,sum(cost_usd) cost_usd
        ,sum(units) units
    FROM
        ins
    GROUP BY
        ---------customer info-----------------
        bill_cust_descr
        ,billto_group
        ,ship_cust_descr
        ,shipto_group
        ,quota_rep_descr
        ,director
        ,segm
        ,substance
        ,chan
        ,chansub
        ---------product info------------------
        ,majg_descr
        ,ming_descr
        ,majs_descr
        ,mins_descr
        --,brand
        --,part_family
        ,part_group
        ,branding
        --,color
        ,part_descr
        ---------dates-------------------------
        ,order_season
        ,order_month
        ,ship_season
        ,ship_month
        ,request_season
        ,request_month
        ,promo
        ,version
        ,iter
        ,logid
        ,tag
        ,comment
)
SELECT json_agg(row_to_json(insagg)) x from insagg