It's not completely seamless, but it should work adequately well. The
workbook (aka client) inserts the workbook version into the http request
body. The server code compares that version number against its minimum
supported client version.
If the client is too old, an error message is sent back to the client.
When the client receives the "Obsolete" error message, it launches the
https://<server>:<port>/template URL in the default browser, which
enables the user to save the downloaded new workbook file.
Two things were wrong with this code:
1. The exchange rate conversion was backward. Since we work in USD, I
removed the conversion and used value_usd instead.
2. The calculation of pscale.factor was incorrect. If the old value is
1000, and we need to get to 1020, the record to be inserted must have
a value of 20, thus the value for factor needs to be:
(1020 - 1000) / 1000 = (1020 / 1000) - 1 = 0.02
0.02 * 1000 = 20, which is inserted in the new record.
The subtraction was missing before, which of course caused WAY wrong
numbers that should have been caught a long time ago. It was doing:
1020 / 1000 = 1.02
1.02 * 1000 = 1020 was inserted, doubling the intended adjustment.
There were too many other locations that needed to be found and changed,
that it was easier to just do:
update osm_pool set iter='plan' to iter='baseline'
and be done with it. I also informed Jim to make the same change in his
baseline creation scripts.
The Range.Value function does not consistently return a 2-D array. If
the range is a single cell, it returns just the value in that cell. When
initializing a Userform listbox, it needs to be an array, so this
function was born.
I got DSM list from ubm.rlarp.osm_pool, not CMSInterfaceIn.lgdat.CODE.
Made the list of Tags contain just "Volume".
Added "baseline" to the Basis and Baseline lists.
This was causing a double dipping of value changes. Along with this
change was a manual purge of the changes that mistakenly were made.
Luckily they were easy to find:
l.doc->>'type' = 'scale_vp'
iter = 'adj price'
This happens on the Monthly view, and it's possible to get multiple
error messages, even among other successful month adjustments. There was
no way of knowing which month was the offending one or if any had
succeeded when an error was shown.
This change collects all the error messages into one message with the
period so that it's more intuitive and less obtrusive.
Now that we think we know what we're doing, I'm using a more rigorous
approach to defining iterations and tags, and this condition is no
longer necessary, and in fact, may be harmful. This I'm removing it.
The initial load of data will have these values.
iter | tag | purpose
--------|-------------|-------------------------------------------------
plan | baseline | Adjustments will be made to these values only.
actuals | open-orders | Ordered before 2024 season, still open.
actuals | booked | Ordered in 2024 season so far
I removed a bunch of duplication by:
1. Moving `if (!where)` logic into the build_where function - sending
the "No body was sent." message back in the HTTP response object.
2. Putting all file read operations into a dedicated function -
process_route. This takes a callback function that handles the
remaining logic of each route after successfully reading the SQL
file.
This happens when a customer places identical orders and specifies that
they be shipped in different seasons. We end up with one order shipped
in 2023 and one open for 2024. Under our current operating procedures,
open orders are subtracted from shipped orders and are presented as
baseline for the next forecast. The zero that appears in the baseline in
this case was causing all kinds of issues in the SQL scripts for
inserting the adjustments, ranging from finding zero rows to adjust to
division by zero.
Another change required to correct this was updating the iter value of
the open orders from 'actuals' to 'copy':
UPDATE rlarp.osm_pool
SET iter = 'copy'
WHERE tag = 'open-orders'
Lots of cleanup here too, removing large swaths of code that are no
longer needed. Many improvements the Excel workbook, which is kept in
Teams, not git. These changes may or may not have had accompanying VBA
changes.
A lot has changed here, including:
1. Adding pounds to the data available for display in pivot table.
2. Visual improvements
3. Code simplification
4. Hiding / showing sheets as needed. A developer's backdoor allows for
easy toggling for debugging purposes: Ctrl+RightClick on the Forecast
Adjustment form's "Selected Scenario" label.
5. Fixed a bug that happened when deleting rows from the basket. The
definition of the Target variable was lost in some cases.
6. Made use of the Cancel and Default form properties to purge some
unnecessary code.
7. Added a sheet that contains Help text for the users.
8. Replacing more harcoded range reference with range names.
9. Refactor checks for division by zero errors, and improve error
messages for users.
10. Remove manual formatting. It's already done and saved in the
workbook; there's no need to redo it in code.
11. Added more data validation before Save operation proceeds.
12. Added a new IntersectsWith function to simplify If statements.
1. Remove/Hide Swap Part
2. Remove/Hide Swap Customer
3. Improved the location of controls on fpvt form.
4. Make user experience more intuitive on the Month sheet
5. Make more and better use of named ranges in place of hardcoded cell
locations.
6. Added error checking to ensure Tag is entered and at least one month
has a forecast on Month sheet.
