manually force 'adj volume' as a valid baseline iteration to build on. this is the iteration for 'new basket'

build/convert_pool.sql

@@ -422,4 +422,4 @@ DELETE FROM rlarp.osmf_dev WHERE iter IN ('adj price','adj volume');
 
 INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev;
 
-COMMIT;
+COMMIT;

build/snap_cust_pool.sql

@@ -0,0 +1,101 @@
+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;
+
+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 = RTRIM( 
+            --retail items go to currep, or if null go to 90005
+            CASE WHEN o.segm IN ('Retail') THEN
+                CASE WHEN b.bvctry = 'CAN' THEN
+                    --Rachel Bowman
+                    '50300'
+                ELSE
+                    --select customers go to select reps
+                    CASE CASE b.bvadr6 WHEN '' THEN b.bvname ELSE b.bvadr6 END
+                        ------Alecia Latini-------------------------------
+                        WHEN 'DO IT BEST' THEN '90006'
+                        WHEN 'ACE HARDWARE' THEN '90006'
+                        WHEN 'ALDI' THEN '90006'
+                        WHEN 'AMAZON.COM' THEN '90006'
+                        WHEN 'GARDEN RIDGE CORP' THEN '90006' --AKA "At Home"
+                        WHEN 'TRUE VALUE' THEN '90006'
+                        WHEN 'WAYFAIR' THEN '90006'
+                        WHEN 'GRIFFIN' THEN '90006'
+                        WHEN 'WAL-MART' THEN '90006'
+                        ------Tony Landino--------------------------------
+                        WHEN 'THE HOME DEPOT' THEN '50802'
+                        WHEN 'FRED MEYER' THEN '50802'
+                        WHEN 'MENARDS' THEN '50802'
+                        WHEN 'KROGER' THEN '50802'
+                        WHEN 'OCEAN STATE JOBBERS' THEN '50802'
+                        WHEN 'AURORA WHOLESALE' THEN '50802'
+                        WHEN 'LEON KORRAL' THEN '50802'
+                        --all other retail goes to Doran Marable-----------
+                        ELSE '50200'
+                    END
+                END
+                --minor group b52 goes to dedicated rep
+            ELSE
+                CASE WHEN SUBSTRING(o.ming_descr,1,3) = 'B52' THEN 
+                    'PW'
+                --gdir, ndir go to bill-to rep
+                ELSE 
+                    CASE WHEN b.bvclas IN ('GDIR','NDIR') THEN 
+                        b.bvsalm
+                    ELSE
+                        s.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
+    lgdat.cust b,
+    lgdat.cust s
+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));
+    
+    
+ROLLBACK;

index.js

@@ -134,6 +134,89 @@ server.get('/scenario_package', bodyParser.json(), function(req, res) {
     };
 })
 
+server.get('/swap_fit', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = "";
+    var c = 1;
+    var d = 1;
+    var args = [];
+    var path = './route_sql/swap_fit.sql';
+
+    fs.readFile(path, 'utf8', function(err, data) {
+        if (!err) {
+            callback(data);
+        } else {
+            console.log("fatal error pulling sql file")
+            callback(err);
+        }
+    });
+
+    var callback = function(arg) {
+        sql = arg;
+
+        //parse request body into a where clause
+        ({ c, w, d } = build_where(req, c, w, d, args));
+
+        //if there was no body sent, return with nothing
+        if (c == 1) {
+            res.send("no body was sent");
+            return;
+        }
+        console.log(new Date().toISOString() + "-------------------------get swap fit:------------------------------")
+        console.log(req.body);
+        //parse the where clause into the main sql statement
+        sql = sql.replace(new RegExp("where_clause", 'g'), w);
+        sql = sql.replace(new RegExp("replace_new_mold", 'g'), req.body.new_mold);
+        //execute the sql and send the result
+        console.log(sql);
+        Postgres.FirstRow(sql, [], res)
+    };
+})
+
+server.post('/swap', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = "";
+    var c = 1;
+    var d = 1;
+    var args = [];
+    var path = './route_sql/swap_post.sql';
+
+    fs.readFile(path, 'utf8', function(err, data) {
+        if (!err) {
+            callback(data);
+        } else {
+            console.log("fatal error pulling sql file")
+            callback(err);
+        }
+    });
+
+    var callback = function(arg) {
+        sql = arg;
+
+        //parse request body into a where clause
+        ({ c, w, d } = build_where(req, c, w, d, args));
+
+        //if there was no body sent, return with nothing
+        if (c == 1) {
+            res.send("no body was sent");
+            return;
+        }
+        console.log(new Date().toISOString() + "-------------------------get swap fit:------------------------------")
+        console.log(req.body);
+        //parse the where clause into the main sql statement
+        sql = sql.replace(new RegExp("where_clause", 'g'), w);
+        sql = sql.replace(new RegExp("swap_doc", 'g'), JSON.stringify(req.body.swap));
+        sql = sql.replace(new RegExp("replace_version", 'g'), req.body.scenario.version);
+        sql = sql.replace(new RegExp("replace_source", 'g'), req.body.source);
+        sql = sql.replace(new RegExp("replace_iterdef", 'g'), JSON.stringify(req.body));
+        //execute the sql and send the result
+        console.log(sql);
+        Postgres.FirstRow(sql, [], res)
+    };
+})
+
 server.get('/list_changes', bodyParser.json(), function(req, res) {
 
     var sql = "";
@@ -462,6 +545,7 @@ server.post('/new_basket', bodyParser.json(), function(req, res) {
 
     var callback = function(arg) {
         sql = arg;
+        req.body.scenario.iter.push("adj volume"); //intercept the request body and force in a "adj volume" at position 1, only a "copy" iteration is being used
 
         ({ c, w, d } = build_where(req, c, w, d, args));
 

route_sql/new_basket.sql

@@ -288,7 +288,7 @@ SELECT
     ,log.doc->'scenario'->>'quota_rep_descr' quota_rep_descr
     ,(SELECT max(director) FROM repc WHERE rname = log.doc->'scenario'->>'quota_rep_descr') director
     ,COALESCE(CASE bc.BVADR6 WHEN '' THEN bc.BVNAME ELSE bc.BVADR6 END,b.bill_cust_descr) billto_group
-    ,COALESCE(CASE sc.BVADR6 WHEN '' THEN sc.BVNAME ELSE bc.BVADR6 END,b.ship_cust_descr) shipto_group
+    ,COALESCE(CASE sc.BVADR6 WHEN '' THEN sc.BVNAME ELSE sc.BVADR6 END,b.ship_cust_descr) shipto_group
     ,CASE SUBSTRING(bc.bvclas,2,3) 
         --if the bill to class is ditsributor, then it's either warehouse or drop
         WHEN 'DIS' THEN

route_sql/scenario_package.sql

@@ -157,6 +157,17 @@ GROUP BY
             ('volume')
         ) x(tag)
 )
+,custs AS (
+    SELECT
+        bill_cust_descr
+        ,ship_cust_descr
+        ,SUM(value_usd) value_usd
+    FROM
+        base
+    GROUP BY
+        bill_cust_descr
+        ,ship_cust_descr
+)
 SELECT 
     jsonb_build_object(
         'months'
@@ -169,4 +180,6 @@ SELECT
         ,(SELECT jsonb_agg(row_to_json(totals)::jsonb) FROM totals)
         ,'tags'
         ,(SELECT jsonb_agg(tag) FROM tags)
+        ,'customers'
+        ,(SELECT jsonb_agg(row_to_json(custs)::jsonb) FROM custs)
     ) package

route_sql/swap_fit.sql

@@ -0,0 +1,77 @@
+WITH 
+target AS (select 'replace_new_mold' new_mold)
+,basemix AS (
+    SELECT
+        part,
+        stlc,
+        colc,
+        colgrp,
+        coltier,
+        sizc,
+        SUM(value_usd) value_usd
+    FROM
+        rlarp.osm_pool o
+        LEFT OUTER JOIN rlarp.itemmv i ON
+            i.item = o.part
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+        -----------------additional params-------------------
+        AND calc_status||flag <> 'CLOSEDREMAINDER' --exclude short ships when building order adjustments
+        AND order_date <= ship_date
+    GROUP BY
+        part,
+        stlc,
+        colc,
+        colgrp,
+        coltier,
+        sizc
+)
+--SELECT * FROM basemix
+,tag AS (
+    SELECT
+        b.part
+        ,b.value_usd
+        --,b.stlc
+        --,b.sizc
+        --,b.colgrp
+        --,b.coltier
+        --,b.colc
+        ,i.item
+        ,CASE WHEN b.sizc = i.sizc THEN '1' ELSE '0' END||
+        CASE WHEN i.aplnt = 'I' THEN '0' ELSE '1' END||
+        CASE WHEN b.colgrp = i.colgrp THEN '1' ELSE '0' END||
+        CASE WHEN b.coltier = i.coltier THEN '1' ELSE '0' END||
+        CASE WHEN b.colc = i.colc THEN '1' ELSE '0' END||
+        CASE WHEN substring(b.part,9,12) = substring(i.item,9,12) THEN '1' ELSE 0 END fit
+    FROM
+        basemix b
+        LEFT OUTER JOIN rlarp.itemmv i ON
+            i.stlc = (SELECT new_mold FROM target WHERE new_mold <> '')
+            AND CASE WHEN b.sizc = i.sizc THEN '1' ELSE '0' END||
+            CASE WHEN i.aplnt = 'I' THEN '0' ELSE '1' END||
+            CASE WHEN b.colgrp = i.colgrp THEN '1' ELSE '0' END||
+            CASE WHEN b.coltier = i.coltier THEN '1' ELSE '0' END||
+            CASE WHEN b.colc = i.colc THEN '1' ELSE '0' END||
+            CASE WHEN substring(b.part,9,12) = substring(i.item,9,12) THEN '1' ELSE 0 END >=  '111110'
+)
+--SELECT * FROM tag 
+,rsort AS (
+SELECT
+    part,
+    value_usd,
+    item swap,
+    fit,
+    ROW_NUMBER() OVER (PARTITION BY tag.part ORDER BY fit DESC) ranked
+FROM 
+    tag
+ORDER BY 
+    part
+    ,fit desc
+)
+SELECT
+    json_agg(row_to_json(rsort)) x
+FROM
+    rsort
+WHERE
+    ranked = 1

route_sql/swap_post.sql

@@ -0,0 +1,259 @@
+WITH 
+target AS (SELECT $$swap_doc$$::jsonb swap)
+,pl AS (
+    SELECT
+        x.*
+    FROM
+        TARGET
+        LEFT JOIN LATERAL jsonb_to_recordset(target.swap->'rows') AS x(original text, sales numeric, replace text, fit text)ON TRUE
+    WHERE
+        COALESCE(x.replace,'') <> ''
+)
+--select * from pl
+,seg AS (
+    SELECT
+        x.glec
+        ,x.segm
+    FROM
+        (
+            VALUES
+            ('1CU','Retail'),
+            ('1GR','Greenhouse'),
+            ('1NU','Nursery'),
+            ('1RE','Retail'),
+            ('2WI','Greenhouse'),
+            ('3BM','Other'),
+            ('3CO','Other'),
+            ('3PE','Other'),
+            ('3PP','Other'),
+            ('4CO','Other'),
+            ('4RA','Other'),
+            ('9MI','Other'),
+            ('9SA','Other'),
+            ('9TO','Other')
+        ) x(glec, segm)
+)
+,log AS (
+    INSERT INTO rlarp.osm_log(doc) SELECT $$replace_iterdef$$::jsonb doc RETURNING *
+)
+,remove AS (
+    SELECT
+        fspr
+        ,plnt          ---master data 
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data 
+        ,director
+        ,billto_group          --master data 
+        ,shipto_group
+        ,chan          --master data 
+        ,chansub
+        ,chan_retail
+        ,part
+        ,part_descr
+        ,part_group
+        ,branding
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        ,segm
+        ,substance
+        ,fs_line          --master data 
+        ,r_currency          --history cust mix
+        ,r_rate          --master data 
+        ,c_currency          --master data 
+        ,c_rate          --master data 
+        ,-units units
+        ,-value_loc value_loc
+        ,-value_usd value_usd
+        ,-cost_loc cost_loc
+        ,-cost_usd cost_usd
+        ,calc_status          --0 
+        ,flag          --0 
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+        ,'replace_version' "version"
+        ,'replace_source'||' volume'  iter
+        ,log.id
+        ,COALESCE(log.doc->>'tag','') "tag"
+        ,log.doc->>'message' "comment"
+        ,log.doc->>'type' module
+    FROM
+        rlarp.osm_pool o
+        CROSS JOIN log
+        INNER JOIN pl ON
+            pl.original = o.part
+    WHERE
+        -----------------scenario----------------------------
+        where_clause
+)
+,repl AS (
+    SELECT
+        fspr
+        ,m.dplt plnt          ---master data
+        ,promo          --history date mix
+        ,terms
+        ,bill_cust_descr          --history cust mix
+        ,ship_cust_descr          --history cust mix
+        ,dsm
+        ,quota_rep_descr          --master data
+        ,director
+        ,billto_group          --master data
+        ,shipto_group
+        ,chan          --master data
+        ,chansub
+        ,chan_retail
+        ,pl.replace part
+        ,m.item || ' - ' || m.descr partd
+        ,substring(pl.replace,1,8) part_group
+        ,m.branding branding
+        ,m.majg||' - '||m.majgd majg_descr
+        ,m.ming||' - '||m.mingd ming_descr
+        ,m.majs||' - '||m.majsd majs_descr
+        ,m.mins||' - '||m.minsd mins_descr
+        ,seg.segm
+        ,substance
+        ,fs_line          --master data
+        ,r_currency          --history cust mix
+        ,r_rate          --master data
+        ,r.curr c_currency          --master data
+        ,x.rate c_rate          --master data
+        ,-units units
+        ,-value_loc value_loc
+        ,-value_usd value_usd
+        ,-units * c.std cost_loc
+        ,-units * c.std * x.rate cost_usd
+        ,calc_status          --0
+        ,flag          --0
+        ,order_date          --history date mix
+        ,order_month
+        ,order_season
+        ,request_date          --history date mix
+        ,request_month
+        ,request_season
+        ,ship_date          --history date mix
+        ,ship_month
+        ,ship_season
+        ,o."version"
+        ,o.iter
+        ,o.id
+        ,o."tag"
+        ,o."comment"
+        ,o.module
+    FROM
+        remove o
+        INNER JOIN pl ON
+            pl.original = o.part
+        INNER JOIN rlarp.itemmv m ON
+            m.item = pl.replace
+        LEFT OUTER JOIN rlarp.icstx c ON
+            c.part = pl.replace
+            AND c.plnt = m.dplt
+        LEFT OUTER JOIN rlarp.plpr r ON
+            yaplnt = m.dplt
+        LEFT OUTER JOIN rlarp.ffcret x ON
+            x.fcur = r.curr
+            AND x.tcur = 'US'
+            AND x.rtyp = 'BG'
+            AND x.perd = '2101'
+        LEFT OUTER JOIN seg ON
+            seg.glec = m.glec
+)
+,ins AS (
+    INSERT INTO rlarp.osm_pool SELECT * FROM remove UNION ALL SELECT * FROM repl RETURNING *
+)
+,insagg AS (
+    SELECT
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+        --------values-------------------------
+        ,sum(value_loc) value_loc
+        ,sum(value_usd) value_usd
+        ,sum(cost_loc) cost_loc
+        ,sum(cost_usd) cost_usd
+        ,sum(units) units
+    FROM
+        ins
+    GROUP BY
+        ---------customer info-----------------
+        bill_cust_descr
+        ,billto_group
+        ,ship_cust_descr
+        ,shipto_group
+        ,quota_rep_descr
+        ,director
+        ,segm
+        ,substance
+        ,chan
+        ,chansub
+        ---------product info------------------
+        ,majg_descr
+        ,ming_descr
+        ,majs_descr
+        ,mins_descr
+        --,brand
+        --,part_family
+        ,part_group
+        ,branding
+        --,color
+        ,part_descr
+        ---------dates-------------------------
+        ,order_season
+        ,order_month
+        ,ship_season
+        ,ship_month
+        ,request_season
+        ,request_month
+        ,promo
+        ,version
+        ,iter
+        ,logid
+        ,tag
+        ,comment
+)
+SELECT json_agg(row_to_json(insagg)) x from insagg
+