forecast_api/route_sql/adj_totals.sql

WITH
preagg AS (
SELECT
    coalesce(director,'None') director
    ,coalesce(quota_rep_descr,'None') quota_rep_descr
    ,part
    ,bill_cust_descr
    ,ship_cust_descr
    ,order_month
    ,doc->>'stamp' stamp
    ,logid
    ,tag
    ,sum(value_usd) FILTER (WHERE iter IN ('plan','diff','copy')) sales
    ,sum(cost_usd) FILTER (WHERE iter IN ('plan','diff','copy')) scogs
    ,sum(value_usd) FILTER (WHERE iter <> NOT IN ('plan','diff','copy')) sales_adj
    ,sum(cost_usd) FILTER (WHERE iter <>  NOT IN ('plan','diff','copy')) scogs_adj
FROM
    rlarp.osm_pool
    LEFT OUTER JOIN rlarp.osm_log ON
        id = logid
WHERE
    order_season = 2024
GROUP BY
    director
    ,quota_rep_descr
    ,part
    ,bill_cust_descr
    ,ship_cust_descr
    ,order_month
    ,doc->>'stamp'
    ,logid
    ,tag
)
SELECT
    director
    ,quota_rep_descr
    ,to_char(sum(sales),'999,999,999') sales
    ,to_char(sum(sales - scogs),'999,999,999')  margin
    ,to_char(sum(sales_adj) FILTER (WHERE tag <> 'Initial Build'),'999,999,999')  sales_adj
    ,to_char(sum(sales_adj - scogs_adj) FILTER (WHERE tag <> 'Initial Build'),'999,999,999')  margin_adj
    ,count(DISTINCT logid) FILTER (WHERE tag <> 'Initial Build') "# of changes"
    ,COUNT(logid) FILTER (WHERE tag <> 'Initial Build') "# of rows added"
    ,(max(stamp) FILTER (WHERE tag <> 'Initial Build'))::timestamptz "last edit"
FROM
    preagg
GROUP BY
    GROUPING SETS (
        (director,quota_rep_descr),
        (director),
        ()
    )
ORDER BY
    director
    ,quota_rep_descr