build/snap_cust_pool.sql

@@ -1,59 +1,70 @@
 BEGIN;
 
---forego setting other customer attributes as they are not stored in osm_pool anyways
+--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;
-
-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
-    quota_rep_descr = (regexp_match(r.repp,'.* - (.*)$'))[1]
+    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
 FROM
-    rlarp.repc r
+    lgdat.cust b,
+    lgdat.cust s
 WHERE
-    r.rcode = o.dsm
+    b.bvcust = rtrim(substring(o.bill_cust_descr,1,8))
-    AND quota_rep_descr <> (regexp_match(r.repp,'.* - (.*)$'))[1];
+    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));
     
 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
-        ,r.rcode dsm
+        ,o.dsm
         ,(regexp_match(r.repp,'.* - (.*)$'))[1] quota_rep_descr
         ,r.director
         ,COALESCE(c.bill_dba,o.billto_group) billto_group