update quota_rep logic to mirror current sales matrix, create readme, adjust rebuild script

build/readme.md

@@ -0,0 +1,13 @@
+Build A New Forecast
+------------------------------------------------------------------------------------------------------------------
+
+* overwrite osmf: review dates and execute build_forecase.sql
+* the product and customer attributes are wiped, they will need to be snapped (itemm must come first)
+    1. snap_itemm.sql
+    2. snap_customer.sql
+    3. snap_cost_current.sql
+    4. snap_fx.sql (if necessary)
+    5. offline/last_price.sql (if necessary)
+* build the pool for the more limited UI data set: build_pool.sql
+* copy the pool to osmfs_dev from inclusion in the osm_stack and reporting: convert_pool_all.sql
+* refresh osm_stack_refresh() to integrate into reporting

build/rebuild_forecast.sh

@@ -1,6 +1,8 @@
 psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_forecast.sql
-psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_cost_current.sql
-psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/fx.sql
-psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/customer.sql
 psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_itemm.sql
-psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_pool.sql
+psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_cost_current.sql
+psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_fx.sql
+psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/customer.sql
+psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_pool.sql
+psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/convert_pool_all.sql
+psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -c "CALL rlarp.osm_stack_refresh();"

build/snap_customer.sql

@@ -144,66 +144,37 @@ FROM
     SELECT DISTINCT
         VERSION,
         COALESCE(GLEC,'') GLEC,
-        COALESCE(MING,'') MING,
+        MING,
         BILL_CUST,
         SHIP_CUST,
         ------------quota rep column--------------
-        RTRIM( 
+        CASE WHEN COALESCE(ming,'') = 'B52' THEN 'PW' ELSE
-            --retail items go to currep, or if null go to 90005
+            --if the gl expense code is 1RE use the retail rep assigned to the bill-to customer if available
-            CASE WHEN S.GLEC IN ('1RE','1CU') THEN
+            CASE WHEN COALESCE(glec,'') = '1RE' AND  COALESCE(cu.currep,'') <> '' THEN
-                CASE WHEN BVCTRY = 'CAN' THEN
+                cu.currep
-                    --Rachel Bowman
+            --default logic
-                    '50300'
-                ELSE
-                    --select customers go to select reps
-                    CASE ACCOUNT
-                        ------Alecia Latini-------------------------------
-                        WHEN 'DO IT BEST' THEN '90006'
-                        WHEN 'ACE HARDWARE' THEN '90006'
-                        WHEN 'ALDI' THEN '90006'
-                        WHEN 'AMAZON.COM' THEN '90006'
-                        WHEN 'GARDEN RIDGE CORP' THEN '90006' --AKA "At Home"
-                        WHEN 'TRUE VALUE' THEN '90006'
-                        WHEN 'WAYFAIR' THEN '90006'
-                        WHEN 'GRIFFIN' THEN '90006'
-                        WHEN 'WAL-MART' THEN '90006'
-                        ------Tony Landino--------------------------------
-                        WHEN 'THE HOME DEPOT' THEN '50802'
-                        WHEN 'FRED MEYER' THEN '50802'
-                        WHEN 'MENARDS' THEN '50802'
-                        WHEN 'KROGER' THEN '50802'
-                        WHEN 'OCEAN STATE JOBBERS' THEN '50802'
-                        WHEN 'AURORA WHOLESALE' THEN '50802'
-                        WHEN 'LEON KORRAL' THEN '50802'
-                        --all other retail goes to Doran Marable-----------
-                        ELSE '50200'
-                    END
-                END
-                --minor group b52 goes to dedicated rep
             ELSE
-                CASE WHEN MING = 'B52' THEN 
+                CASE SUBSTR(bill_class,2,3)
-                    'PW'
+                    WHEN 'DIS' THEN
-                --gdir, ndir go to bill-to rep
+                        ship_rep
-                ELSE 
-                    CASE WHEN BILL_CLASS IN ('GDIR','NDIR') THEN 
-                        BILL_REP
                     ELSE
-                        SHIP_REP
+                        bill_rep
-                    END
                 END
             END
-        ) QUOTA_REP
+        END QUOTA_REP
     FROM 
         RLARP.OSMF_DEV S
         LEFT OUTER JOIN LGDAT.CUST ON
-          BVCUST = BILL_CUST
+            BVCUST = BILL_CUST
+        LEFT OUTER JOIN lgpgm.usrcust cu ON
+            cu.cucust = s.bill_cust
     WHERE
-        COALESCE(GLEC,'') IS NOT NULL
+        version = 'ACTUALS'
     ) CR
 WHERE
     CR.VERSION = S.VERSION
     AND CR.GLEC = COALESCE(S.GLEC,'')
-    AND CR.MING = COALESCE(S.MING,'')
+    AND CR.MING = S.MING
     AND CR.BILL_CUST = S.BILL_CUST 
     AND CR.SHIP_CUST = S.SHIP_CUST
-    AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;
+    AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;