scripts to move sales dating around
This commit is contained in:
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5b4a61c542
commit
22542837ac
111
build/move_sales/account_seg_basis.sql
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111
build/move_sales/account_seg_basis.sql
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@ -0,0 +1,111 @@
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WITH
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targ AS (
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SELECT * FROM (VALUES
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('Pierre','Nursery','HYDROFARM',267888.16),
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('Pierre','Nursery','ALTMAN PLANTS',71626.22),
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('Pierre','Nursery','RS GROWERS SUPPLY',17154.0599999999),
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('Pierre','Nursery','MID-AMERICAN GROWERS',51663.75),
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('Pierre','Nursery','KAWAHARA NURSERY',48859.2),
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('Baggetta','Nursery','PACIFIC NURSERY POTS',194412.359999999),
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('Baggetta','Nursery','FARRAND',171375.300000001),
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('Baggetta','Nursery','ALPHA FOLIAGE',59200.45),
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('Baggetta','Nursery','HOLMBERG FARMS INC',52911.6),
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('Baggetta','Nursery','MATSUDAS BY GREEN ACRES LLC',46723.47),
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('Baggetta','Nursery','GREENLEAF NURSERY CO',24829.2),
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('Baggetta','Nursery','GREENHOUSE MEGASTORE',22552.0399999999),
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('Baggetta','Nursery','HICKORY HILL NURSERY',11072.7),
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('Baggetta','Nursery','BRANTLEY NURSERIES',9762.47999999998),
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('Baggetta','Nursery','DALLAS JOHNSON GREENHOUSE',8229.6),
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('Baggetta','Nursery','BAMA GREEN',1165.5),
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('Vander Deen','Greenhouse','HJS WHOLESALE LTD',310027.34),
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('Vander Deen','Greenhouse','DEGOEYS NURSERY FLOWERS',26858.558706),
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('Vander Deen','Greenhouse','DEVRY GREENHOUSES',10713.15),
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('Vander Deen','Greenhouse','BIOFLORAL INC',9192.59000000001),
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('Baggetta','Greenhouse','COSTA',600234.409999999),
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('Baggetta','Greenhouse','SPARETIME SUPPLY',37966.8499999999),
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('Baggetta','Greenhouse','ALPHA FOLIAGE',32183.66),
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('Baggetta','Greenhouse','CASSCO',24248.74)
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) x(director,glec,account,amount)
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)
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,sdate AS (
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SELECT
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targ.director
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,targ.glec
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,targ.account
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,targ.amount
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,p.order_season
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,p.order_date
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,p.ship_date
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,p.ship_season
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,p.part
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,sum(p.value_usd) value_usd
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FROM
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rlarp.osm_pool p
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INNER JOIN targ ON
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p.billto_group = targ.account
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AND p.segm = targ.glec
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AND p.director = targ.director
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WHERE
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--order_season = 2021
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ship_season = 2021
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GROUP BY
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targ.director
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,targ.glec
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,targ.account
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,targ.amount
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,p.order_season
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,p.order_date
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,p.ship_date
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,p.ship_season
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,p.part
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)
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,rev AS (
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SELECT
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director
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,glec
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,account
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,amount
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,order_season
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,order_date
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,part
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,ship_date
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,ship_season
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,(ship_date + INTERVAL '1 year')::date rev_date
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,gld.ssyr
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,gld.fspr
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,value_usd
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,sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) agg
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,row_number() OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC) rn
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,CASE WHEN sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) >= amount THEN true ELSE false END flag
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FROM
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sdate
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LEFT OUTER JOIN rlarp.gld gld ON
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gld.drange @> (ship_date + INTERVAL '1 year')::date
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ORDER BY
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director
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,glec
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,account
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,order_season
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,amount
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,ship_date DESC
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)
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,rnk AS (
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SELECT
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director,glec ,account
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,min(rn) FILTER (WHERE flag = true) mflag
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FROM
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rev
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GROUP BY
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director,glec ,account ,account
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)
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,rejoin AS (
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SELECT
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rev.*
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,rnk.mflag
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,account || ' - '||to_char(amount,'FM999,999') goal
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,rev.rn <= rnk.mflag AS include
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FROM
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rnk
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NATURAL JOIN rev
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)
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SELECT * FROM rejoin
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260
build/move_sales/account_seg_basis_exec.sql
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260
build/move_sales/account_seg_basis_exec.sql
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@ -0,0 +1,260 @@
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WITH
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targ AS (
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SELECT * FROM (VALUES
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('Pierre','Nursery','HYDROFARM',267888.16),
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('Pierre','Nursery','ALTMAN PLANTS',71626.22),
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('Pierre','Nursery','RS GROWERS SUPPLY',17154.0599999999),
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('Pierre','Nursery','MID-AMERICAN GROWERS',51663.75),
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('Pierre','Nursery','KAWAHARA NURSERY',48859.2),
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('Baggetta','Nursery','PACIFIC NURSERY POTS',194412.359999999),
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('Baggetta','Nursery','FARRAND',171375.300000001),
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('Baggetta','Nursery','ALPHA FOLIAGE',59200.45),
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('Baggetta','Nursery','HOLMBERG FARMS INC',52911.6),
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('Baggetta','Nursery','MATSUDAS BY GREEN ACRES LLC',46723.47),
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('Baggetta','Nursery','GREENLEAF NURSERY CO',24829.2),
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('Baggetta','Nursery','GREENHOUSE MEGASTORE',22552.0399999999),
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('Baggetta','Nursery','HICKORY HILL NURSERY',11072.7),
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('Baggetta','Nursery','BRANTLEY NURSERIES',9762.47999999998),
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('Baggetta','Nursery','DALLAS JOHNSON GREENHOUSE',8229.6),
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('Baggetta','Nursery','BAMA GREEN',1165.5),
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('Vander Deen','Greenhouse','HJS WHOLESALE LTD',310027.34),
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('Vander Deen','Greenhouse','DEGOEYS NURSERY FLOWERS',26858.558706),
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('Vander Deen','Greenhouse','DEVRY GREENHOUSES',10713.15),
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('Vander Deen','Greenhouse','BIOFLORAL INC',9192.59000000001),
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('Baggetta','Greenhouse','COSTA',600234.409999999),
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('Baggetta','Greenhouse','SPARETIME SUPPLY',37966.8499999999),
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('Baggetta','Greenhouse','ALPHA FOLIAGE',32183.66),
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('Baggetta','Greenhouse','CASSCO',24248.74)
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) x(director,glec,account,amount)
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)
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,sdate AS (
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SELECT
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targ.director
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,targ.glec
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,targ.account
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,targ.amount
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,p.order_season
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,p.order_date
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,p.ship_date
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,p.ship_season
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,p.part
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,sum(p.value_usd) value_usd
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FROM
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rlarp.osm_pool p
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INNER JOIN targ ON
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p.billto_group = targ.account
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AND p.segm = targ.glec
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AND p.director = targ.director
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WHERE
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--order_season = 2021
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ship_season = 2021
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GROUP BY
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targ.director
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,targ.glec
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,targ.account
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,targ.amount
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,p.order_season
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,p.order_date
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,p.ship_date
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,p.ship_season
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,p.part
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)
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,rev AS (
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SELECT
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director
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,glec
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,account
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,amount
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,order_season
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,order_date
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,part
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,ship_date
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,ship_season
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,(ship_date + INTERVAL '1 year')::date rev_date
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,gld.ssyr
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,gld.fspr
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,value_usd
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,sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) agg
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,row_number() OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC) rn
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,CASE WHEN sum(value_usd) OVER (PARTITION BY director, glec, account, amount ORDER BY ship_date DESC, part) >= amount THEN true ELSE false END flag
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FROM
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sdate
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LEFT OUTER JOIN rlarp.gld gld ON
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gld.drange @> (ship_date + INTERVAL '1 year')::date
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ORDER BY
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director
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,glec
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,account
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,order_season
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,amount
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,ship_date DESC
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)
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,rnk AS (
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SELECT
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director,glec ,account
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,min(rn) FILTER (WHERE flag = true) mflag
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FROM
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rev
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GROUP BY
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director,glec ,account ,account
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)
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,rejoin AS (
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SELECT
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rev.*
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,rnk.mflag
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,account || ' - '||to_char(amount,'FM999,999') goal
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,rev.rn <= rnk.mflag AS include
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FROM
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rnk
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NATURAL JOIN rev
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)
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--SELECT * FROM rejoin
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,logl AS (
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INSERT INTO
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rlarp.osm_log(doc)
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SELECT
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jsonb_build_object(
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'stamp',current_timestamp
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,'user','Trowbridge, Paul'
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,'source','script'
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,'tag','smooth sales'
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,'message','need to carry more orders to reflect what happened in 2020'
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,'type','smooth sales'
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,'version','b21'
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) doc RETURNING *
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)
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,remove AS (
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SELECT
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p.fspr
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,p.plnt
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,p.promo
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,p.terms
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,p.bill_cust_descr
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,p.ship_cust_descr
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,p.dsm
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,p.quota_rep_descr
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,p.director
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,p.billto_group
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,p.shipto_group
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,p.chan
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,p.chansub
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,p.chan_retail
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,p.part
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,p.part_descr
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,p.part_group
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,p.branding
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,p.majg_descr
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,p.ming_descr
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,p.majs_descr
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,p.mins_descr
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,p.segm
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,p.substance
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,p.fs_line
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,p.r_currency
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,p.r_rate
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,p.c_currency
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,p.c_rate
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,-p.units units
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,-p.value_loc value_loc
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,-p.value_usd value_usd
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,-p.cost_loc cost_loc
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,-p.cost_usd cost_usd
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,p.calc_status
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,p.flag
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,p.order_date
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,p.order_month
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,p.order_season
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,p.request_date
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,p.request_month
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,p.request_season
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,p.ship_date
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,p.ship_month
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,p.ship_season
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,'b21' AS version
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,'adj timing' iter
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,logl.id logid
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,logl.doc->>'tag' tag
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,logl.doc->>'message' "comment"
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,logl.doc->>'type' module
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FROM
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rlarp.osm_pool p
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INNER JOIN rejoin r ON
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r.account = p.billto_group
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AND r.director = p.director
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AND r.glec = p.segm
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AND r.order_date = p.order_date
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AND r.ship_date = p.ship_date
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AND r.part = p.part
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CROSS JOIN logl
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WHERE
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r.include
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)
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,repl AS (
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SELECT
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gld.fspr
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,p.plnt
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,p.promo
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,p.terms
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,p.bill_cust_descr
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,p.ship_cust_descr
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,p.dsm
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,p.quota_rep_descr
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,p.director
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,p.billto_group
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,p.shipto_group
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,p.chan
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,p.chansub
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,p.chan_retail
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,p.part
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,p.part_descr
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,p.part_group
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,p.branding
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,p.majg_descr
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,p.ming_descr
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,p.majs_descr
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,p.mins_descr
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,p.segm
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,p.substance
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,p.fs_line
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,p.r_currency
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,p.r_rate
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,p.c_currency
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,p.c_rate
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,p.units units
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,p.value_loc value_loc
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,p.value_usd value_usd
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,p.cost_loc cost_loc
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,p.cost_usd cost_usd
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,p.calc_status
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,p.flag
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,p.order_date
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,p.order_month
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,p.order_season
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,p.request_date
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,p.request_month
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,p.request_season
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,p.ship_date + INTERVAL '1 year'
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,gld.sspr || ' - ' || to_char(p.ship_date,'Mon') ship_month
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,gld.ssyr ship_season
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,'b21' AS version
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,'adj timing' iter
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,logl.id logid
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,logl.doc->>'tag' tag
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,logl.doc->>'message' "comment"
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,logl.doc->>'type' module
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FROM
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rlarp.osm_pool p
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INNER JOIN rejoin r ON
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r.account = p.billto_group
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AND r.director = p.director
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AND r.glec = p.segm
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AND r.order_date = p.order_date
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AND r.ship_date = p.ship_date
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AND r.part = p.part
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CROSS JOIN logl
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LEFT OUTER JOIN rlarp.gld gld ON
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gld.drange @> (p.ship_date + INTERVAL '1 year')::date
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WHERE
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r.include
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)
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INSERT INTO rlarp.osm_pool SELECT * FROM remove UNION ALL SELECT * FROM repl;
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