update customer swap route to evaluate a new quota rep and channel based

on the revised customers

route_sql/swap_cust.sql

@@ -14,20 +14,27 @@ target AS (SELECT $$swap_doc$$::jsonb swap)
         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
-        ,bc.bvadr6 bill_dba
+        ,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
-        ,sc.bvadr6 ship_dba
+        ,CASE WHEN ship_r IS NULL THEN NULL::text ELSE sc.bvadr6 END ship_dba
-        --other stuff doesn't matter becuase it's getting overridden anyways
+        ,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 = swap.bill_r
+            bc.bvcust = COALESCE(swap.bill_r,billto)
         LEFT OUTER JOIN lgdat.cust sc ON
-            sc.bvcust = swap.ship_r
+            sc.bvcust = COALESCE(swap.ship_r,shipto)
 )
 --put bill to and ship to back together and join in channel, terms, descriptions, etc
 ,seg AS (
@@ -129,12 +136,33 @@ target AS (SELECT $$swap_doc$$::jsonb swap)
         ,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
         ,o.dsm
-        ,o.quota_rep_descr          --master data
+        ,(regexp_match(r.repp,'.* - (.*)$'))[1] quota_rep_descr
-        ,o.director
+        ,r.director
         ,COALESCE(c.bill_dba,o.billto_group) billto_group
         ,COALESCE(c.ship_dba,o.shipto_group) shipto_group
-        ,o.chan          --master data 
+        ,CASE SUBSTRING(c.bill_class,2,3) 
-        ,o.chansub
+            --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
@@ -178,6 +206,20 @@ target AS (SELECT $$swap_doc$$::jsonb swap)
         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 (