populate dsm when swapping customers, rework pool quate rep snap

build/snap_cust_pool.sql

@@ -1,70 +1,59 @@
 BEGIN;
 
---SELECT dsm, director, quota_rep_descr, billto_group, shipto_group, sum(value_usd ), count(*) from rlarp.osm_pool where order_season = 2021 group by dsm, director, quota_rep_descr, billto_group, shipto_group;
+--forego setting other customer attributes as they are not stored in osm_pool anyways
+
+UPDATE
+    RLARP.OSM_POOL S
+SET
+    DSM = CR.QUOTA_REP
+FROM
+(
+    SELECT DISTINCT
+        VERSION,
+        COALESCE(SEGM,'') SEGM,
+        MING_DESCR,
+        BILL_CUST_DESCR,
+        SHIP_CUST_DESCR,
+        ------------quota rep column--------------
+        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(segm,'') = 'Retail' AND  COALESCE(cu.currep,'') <> '' THEN
+                cu.currep
+            --default logic
+            ELSE
+                CASE SUBSTR(bc.bvclas,2,3)
+                    WHEN 'DIS' THEN
+                        sc.bvsalm 
+                    ELSE
+                        bc.bvsalm 
+                END
+            END
+        END QUOTA_REP
+    FROM 
+        RLARP.OSM_POOL S
+        LEFT OUTER JOIN LGDAT.CUST BC ON
+            BC.BVCUST = (regexp_match(S.bill_cust_descr,'(.*) - .*'))[1]
+        LEFT OUTER JOIN LGDAT.CUST SC ON
+            SC.BVCUST = (regexp_match(S.ship_cust_descr,'(.*) - .*'))[1]
+        LEFT OUTER JOIN lgpgm.usrcust cu ON
+            cu.cucust = (regexp_match(S.bill_cust_descr,'(.*) - .*'))[1]
+    ) CR
+WHERE
+    CR.VERSION = S.VERSION
+    AND CR.SEGM = COALESCE(S.SEGM,'')
+    AND CR.MING_DESCR = S.MING_DESCR
+    AND CR.BILL_CUST_DESCR = S.BILL_CUST_DESCR
+    AND CR.SHIP_CUST_DESCR = S.SHIP_CUST_DESCR
+    AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;
 
 UPDATE
     rlarp.osm_pool o
 SET
-    chan =  CASE SUBSTRING(b.bvclas,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(s.bvclas,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,
-    chansub =   CASE SUBSTRING(b.bvclas,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(s.bvclas,2,3)
-                            WHEN 'DIS' THEN 'WHS'
-                            ELSE CASE SUBSTRING(s.bvclas,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
-                        END
-                    WHEN 'MAS' THEN 'RMN'
-                    WHEN 'NAT' THEN 'RMN'
-                    ELSE CASE SUBSTRING(s.bvclas,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
-                END,
-    dsm = 
-        ------------quota rep column--------------
-         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 = b.bvcust),'') <> '' 
-                THEN 
-                    (SELECT currep FROM lgpgm.usrcust where cucust = b.bvcust)
-                --default logic
-                ELSE 
-                    CASE SUBSTR(b.bvclas,2,3)
-                        WHEN 'DIS' THEN s.bvsalm
-                        ELSE b.bvsalm
-                    END
-            END
-        END,
-    billto_group = CASE b.bvadr6 WHEN '' THEN b.bvname ELSE b.bvadr6 END,
-    shipto_group = CASE s.bvadr6 WHEN '' THEN s.bvname ELSE s.bvadr6 END
+    quota_rep_descr = (regexp_match(r.repp,'.* - (.*)$'))[1]
 FROM
-    lgdat.cust b,
-    lgdat.cust s
+    rlarp.repc r
 WHERE
-    b.bvcust = rtrim(substring(o.bill_cust_descr,1,8))
-    AND s.bvcust = rtrim(substring(o.ship_cust_descr,1,8));
---BEGIN;
-    
-UPDATE
-    rlarp.osm_pool o
-SET
-    quota_rep_descr = c.a30
-    ,director = COALESCE(Q.DIR,'Other')
-FROM
-    lgdat.code c
-    ,rlarp.qrh q
-WHERE
-    LTRIM(RTRIM(c.a9)) = o.dsm
-    and c.a2 = 'MM'
-    AND q.qr = LTRIM(RTRIM(c.a9));
-    
+    r.rcode = o.dsm
+    AND quota_rep_descr <> (regexp_match(r.repp,'.* - (.*)$'))[1];
+
 COMMIT;  
---ROLLBACK;

route_sql/swap_cust.sql

@@ -135,7 +135,7 @@ target AS (SELECT $$swap_doc$$::jsonb swap)
         ,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
-        ,o.dsm
+        ,r.rcode dsm
         ,(regexp_match(r.repp,'.* - (.*)$'))[1] quota_rep_descr
         ,r.director
         ,COALESCE(c.bill_dba,o.billto_group) billto_group