adjust rep source to rlarp.repc, adjust join logic to match current osm definition

WARNING!  Do not assume the Excel file in this repo matches the VBA in
the repo. The decision was made to use Teams for managing changes to the
Excel tamplate because Git is ill-suited for binary files. The Excel
file will be updated from time to time, but only when something major
happens with the application as a whole.

1. Use the sheets' codenames to refer to them in code. This prevents
   breakage if the user changes the sheet name while working with the
   workbook.
2. Give the pivot tables proper, if not descriptive, names.
3. Simplify the code that detects a double-click in the pivot table.
4. Remove Windows_API as it was not being used.
5. Pare down TheBigOne to just the essential functions in Utils.
6. Refer to the data sources for the userforms' listboxes by using the
   worksheet.ListObjects collection.

VBA/JsonDebugPrint.bas

@@ -0,0 +1,43 @@
+Attribute VB_Name = "JsonDebugPrint"
+Option Explicit
+
+
+Public Sub TestPrintJSON()
+    PrintJSON ParseJson("[1,2,3]")
+    PrintJSON ParseJson("[{""a"":123,""b"":[56,7,78]}]")
+End Sub
+
+' This is definitely NOT a pretty printer. It was written merely as a debugging
+' tool to make sense of the objects that come out of JsonConverter.ParseJSON.
+' It doesn't format in the best way possible, but it does provide a semi-readable
+' view of the data in the JSON object.
+'                                               Phil Runninger 3/1/2023
+'
+Public Sub PrintJSON(obj As Variant, Optional level As Integer = 0)
+    Dim itm As Variant
+    Dim first As Boolean
+    Select Case TypeName(obj)
+        Case "Dictionary"
+            Debug.Print String(level * 2, " "); "{"
+            first = True
+            For Each itm In obj
+                If Not first Then Debug.Print String((level + 1) * 2, " "); ","
+                first = False
+                Debug.Print String((level + 1) * 2, " "); itm; ":";
+                PrintJSON obj(itm), level + 1
+            Next
+            Debug.Print String(level * 2, " "); "}"
+        Case "Collection"
+            Debug.Print String(level * 2, " "); "["
+            first = True
+            For Each itm In obj
+                If Not first Then Debug.Print String(level * 2, " "); ","
+                first = False
+                PrintJSON itm, level + 1
+            Next
+            Debug.Print String(level * 2, " "); "]"
+        Case Else
+            Debug.Print String(level * 2, " "); obj;
+    End Select
+End Sub
+

VBA/ThisWorkbook.cls

@@ -0,0 +1,9 @@
+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "ThisWorkbook"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True

VBA/Utils.bas

@@ -0,0 +1,618 @@
+Attribute VB_Name = "Utils"
+Option Explicit
+
+Public ADOo_errstring As String
+
+Public Function TBLp_Aggregate(ByRef tbl() As String, ByRef needsort As Boolean, ByRef headers As Boolean, ByRef del_unused As Boolean, ParamArray groupnum_type_sumnum()) As Boolean
+
+    Dim i As Long
+    Dim j As Long
+    Dim nt() As String
+    Dim keep() As Integer
+
+    If needsort Then
+        If Not TBLp_BubbleSortAsc(tbl, PAp_2DGetIntegerArray(0, groupnum_type_sumnum), PAp_2DGetStringArray(1, groupnum_type_sumnum), headers) Then
+            TBLp_Aggregate = False
+            Exit Function
+        End If
+    End If
+
+    If Not TBLp_Roll(tbl, PAp_2DGetIntegerArray(0, groupnum_type_sumnum), PAp_2DGetIntegerArray(2, groupnum_type_sumnum), headers) Then
+        TBLp_Aggregate = False
+        Exit Function
+    End If
+
+
+    If del_unused Then
+        keep = PAp_2DGetMultIntegerArray(ARRAYp_MakeInteger(0, 2), groupnum_type_sumnum)
+        ReDim nt(UBound(keep()), UBound(tbl, 2))
+        For i = 0 To UBound(keep())
+            For j = 0 To UBound(tbl, 2)
+                nt(i, j) = tbl(keep(i), j)
+            Next j
+        Next i
+        tbl = nt
+    End If
+
+    TBLp_Aggregate = True
+
+End Function
+
+Function TBLp_BubbleSortAsc(ByRef tbl() As String, ByRef sortflds() As Integer, ByRef typeflds() As String, ByRef headers As Boolean) As Boolean
+
+On Error GoTo errh
+    'get fort field numbers
+    'loop through each row and generate the row key
+    'eveluate the row key against other row keys
+    'perform swaps
+
+    Dim i As Long
+    Dim j As Long
+    Dim k As Long
+
+    k = 0
+    If headers Then k = 1
+
+    For i = k To UBound(tbl, 2) - 1
+        For j = i + 1 To UBound(tbl, 2)
+            If ROWe_AscSwapFlag(tbl, i, j, sortflds, typeflds) Then
+                Call ROWp_Swap(tbl, i, j)
+            Else
+                If ADOo_errstring <> "" Then
+                    TBLp_BubbleSortAsc = False
+                    Exit Function
+                End If
+            End If
+        Next j
+    Next i
+
+errh:
+    If Err.Number <> 0 Then
+        MsgBox ("Error at TBLP_BubbleSortAsc." & vbCrLf & Err.Description)
+        ADOo_errstring = Err.Description
+    End If
+
+    TBLp_BubbleSortAsc = True
+
+End Function
+
+Public Function TBLp_Roll(ByRef tbl() As String, ByRef gflds() As Integer, ByRef sflds() As Integer, ByRef headers As Boolean) As Boolean
+
+On Error GoTo errh
+    Dim i As Long 'indexes primary row
+    Dim j As Long 'indexes secondary chaecker row
+    Dim k As Integer 'used to start at 0 or 1
+    Dim m As Long 'used to aggregate on sequencing lines (i and j aggregate to m line) then shorten array to m length - 1
+
+    k = 0
+    If headers Then k = 1
+    m = k
+    For i = k To UBound(tbl, 2)
+        If i = UBound(tbl, 2) Then
+            i = i
+        End If
+        j = i + 1
+        Do
+            If j > UBound(tbl, 2) Then Exit Do
+            If ROWe_MatchesFlag(tbl, i, j, gflds) Then
+                Call ROWp_Aggregate2Rows(tbl, i, j, sflds)
+            Else
+                Exit Do
+            End If
+            j = j + 1
+            If j > UBound(tbl, 2) Then
+                Exit Do
+            End If
+        Loop
+        Call ROWp_Copy(tbl, i, m)
+        m = m + 1
+        i = j - 1
+    Next i
+
+    ReDim Preserve tbl(UBound(tbl, 1), m - 1)
+
+errh:
+    If Err.Number <> 0 Then
+        ADOo_errstring = Err.Description
+        TBLp_Roll = False
+        Exit Function
+    End If
+
+    TBLp_Roll = True
+
+End Function
+
+Sub ROWp_Swap(ByRef tbl() As String, ByRef p1 As Long, ByRef p2 As Long)
+
+    Dim temprow() As String
+    ReDim temprow(UBound(tbl, 1))
+    Dim i As Integer
+
+    For i = 0 To UBound(tbl, 1)
+        temprow(i) = tbl(i, p2)
+    Next i
+
+    For i = 0 To UBound(tbl, 1)
+        tbl(i, p2) = tbl(i, p1)
+    Next i
+
+    For i = 0 To UBound(tbl, 1)
+        tbl(i, p1) = temprow(i)
+    Next i
+
+End Sub
+
+Sub ROWp_Copy(ByRef tbl() As String, ByRef r_from As Long, ByRef r_to As Long)
+
+    Dim i As Integer
+
+    For i = 0 To UBound(tbl, 1)
+        tbl(i, r_to) = tbl(i, r_from)
+    Next i
+
+End Sub
+
+Sub ROWp_Aggregate2Rows(ByRef tbl() As String, ByRef p1 As Long, ByRef p2 As Long, ByRef sflds() As Integer)
+
+    Dim i As Integer
+    On Error GoTo exitsub
+    For i = 0 To UBound(sflds, 1)
+        tbl(sflds(i), p1) = CDbl(tbl(sflds(i), p1)) + CDbl(tbl(sflds(i), p2))
+    Next i
+
+exitsub:
+
+End Sub
+
+Function ROWe_AscSwapFlag(ByRef tbl() As String, ByRef row1 As Long, ByRef row2 As Long, ByRef KeyFld() As Integer, ByRef TypeFld() As String) As Boolean
+    'only returns true if greater than
+
+On Error GoTo errh
+    Dim i As Integer
+    Dim compare As Integer
+
+    For i = 0 To UBound(KeyFld)
+        Select Case TypeFld(i)
+            Case "S"
+                compare = MISCe_CompareString(CStr(tbl(KeyFld(i), row1)), CStr(tbl(KeyFld(i), row2)))
+            Case "N"
+                compare = MISCe_CompareDouble(CDbl(tbl(KeyFld(i), row1)), CDbl(tbl(KeyFld(i), row2)))
+            Case "D"
+                compare = MISCe_CompareDate(CDate(tbl(KeyFld(i), row1)), CDate(tbl(KeyFld(i), row2)))
+        End Select
+        Select Case compare
+            Case -1
+                ROWe_AscSwapFlag = True
+                Exit Function
+            Case 1
+                ROWe_AscSwapFlag = False
+                Exit Function
+        End Select
+    Next i
+
+errh:
+    If Err.Number <> 0 Then
+        MsgBox ("Error at ROWe_AscSwapFlag." & vbCrLf & Err.Description)
+        ADOo_errstring = Err.Description
+        Exit Function
+    End If
+
+End Function
+
+Function ROWe_MatchesFlag(ByRef tbl() As String, ByRef row1 As Long, ByRef row2 As Long, ByRef KeyFld() As Integer) As Boolean
+    'only returns true if greater than
+
+    Dim i As Integer
+    Dim k1 As String
+    Dim k2 As String
+
+    For i = 0 To UBound(KeyFld())
+        k1 = k1 & tbl(KeyFld(i), row1)
+    Next i
+
+    For i = 0 To UBound(KeyFld())
+        k2 = k2 & tbl(KeyFld(i), row2)
+    Next i
+
+
+    If k2 = k1 Then
+        ROWe_MatchesFlag = True
+    Else
+        ROWe_MatchesFlag = False
+    End If
+
+End Function
+
+Sub SHTp_DumpVar(ByRef tbl() As Variant, ByRef sheet As String, ByRef row As Long, ByRef col As Long, ByRef clear As Boolean, ByRef transpose As Boolean, ByRef zerobase As Boolean)
+
+    Dim sh As Worksheet
+    Dim address As String
+    Set sh = Sheets(sheet)
+
+    'If clear Then sh.Cells.clear
+    'If transpose Then Call ARRAYp_Transpose(tbl)
+    If zerobase Then
+        address = sh.Cells(row, col).address & ":" & sh.Cells(row + UBound(tbl, 1), col + UBound(tbl, 2)).address
+    Else
+        address = sh.Cells(row, col).address & ":" & sh.Cells(row + UBound(tbl, 1) - 1, col + UBound(tbl, 2) - 1).address
+    End If
+    sh.Range(address).FormulaR1C1 = tbl
+
+    On Error GoTo errhndl
+
+
+errhndl:
+    If Err.Number <> 0 Then MsgBox ("Error in dumping to sheet" & vbCrLf & Err.Description)
+
+
+End Sub
+
+Function ARRAYp_TransposeVar(ByRef a() As Variant) As Variant()
+
+    Dim s() As Variant
+    ReDim s(UBound(a, 2), UBound(a, 1))
+
+    Dim i As Long
+    Dim j As Long
+
+    For i = 0 To UBound(s, 1)
+        For j = 0 To UBound(s, 2)
+            s(i, j) = a(j, i)
+        Next j
+    Next i
+
+    ARRAYp_TransposeVar = s
+
+End Function
+
+Function ARRAYp_zerobased_addheader(ByRef z() As Variant, ParamArray cols()) As Variant()
+
+    Dim i As Long
+    Dim j As Long
+
+    Dim r() As Variant
+    ReDim r(UBound(z, 1), UBound(z, 2) + 1)
+
+    For i = 0 To UBound(r, 1)
+        For j = 1 To UBound(r, 2)
+            r(i, j) = z(i, j - 1)
+        Next j
+        r(i, 0) = cols(i)
+    Next i
+
+    ARRAYp_zerobased_addheader = r
+
+End Function
+
+Public Function SHTp_Get(ByRef sheet As String, ByRef row As Long, ByRef col As Long, ByRef headers As Boolean) As String()
+
+    Dim i As Long
+    Dim j As Long
+    Dim table() As String
+    Dim sh As Worksheet
+    Set sh = Sheets(sheet)
+
+    On Error GoTo errhdnl
+
+    i = 1
+    While sh.Cells(row, col + i - 1) <> ""
+        i = i + 1
+    Wend
+
+    j = 1
+    While sh.Cells(row + j - 1, col) <> ""
+        j = j + 1
+    Wend
+
+    ReDim table(i - 2, j - 2)
+    i = 1
+    While i <= UBound(table, 1) + 1
+        j = 0
+        While j <= UBound(table, 2)
+            table(i - 1, j) = sh.Cells(row + j, col + i - 1)
+            j = j + 1
+        Wend
+        i = i + 1
+    Wend
+
+errhdnl:
+    If Err.Number <> 0 Then
+        MsgBox (Err.Description)
+    End If
+
+    SHTp_Get = table
+
+End Function
+
+Function PAp_2DGetStringArray(ByRef index As Integer, ParamArray pa()) As String()
+
+    Dim str() As String
+    Dim i As Long
+    ReDim str(UBound(pa(0)(index)))
+
+    For i = 0 To UBound(pa(0)(index))
+        str(i) = pa(0)(index)(i)
+    Next i
+    PAp_2DGetStringArray = str
+
+End Function
+
+Function PAp_2DGetIntegerArray(ByRef index As Integer, ParamArray pa()) As Integer()
+
+    Dim str() As Integer
+    Dim i As Long
+    If UBound(pa(0)(index)) <> -1 Then
+        ReDim str(UBound(pa(0)(index)))
+
+        For i = 0 To UBound(pa(0)(index))
+            str(i) = pa(0)(index)(i)
+        Next i
+    End If
+    PAp_2DGetIntegerArray = str
+
+End Function
+
+Function PAp_2DGetMultIntegerArray(ByRef ArraysGet() As Integer, ParamArray pa()) As Integer()
+
+    Dim str() As Integer
+    Dim i As Long
+    Dim j As Long
+    Dim cnt As Long
+    Dim index As Long
+
+
+    'get length of selected arrays
+    For i = 0 To UBound(ArraysGet, 1)
+        cnt = cnt + UBound(pa(0)(ArraysGet(i)))
+    Next i
+
+    ReDim str(cnt + 1)
+    cnt = 0
+
+    For i = 0 To UBound(ArraysGet, 1)
+        For j = 0 To UBound(pa(0)(ArraysGet(i)))
+            str(cnt) = pa(0)(ArraysGet(i))(j)
+            cnt = cnt + 1
+        Next j
+    Next i
+
+    PAp_2DGetMultIntegerArray = str
+
+End Function
+
+Public Function ARRAYp_MakeInteger(ParamArray items()) As Integer()
+
+    Dim x() As Integer
+    Dim i As Integer
+    ReDim x(UBound(items))
+
+    For i = 0 To UBound(items())
+        x(i) = items(i)
+    Next i
+
+    ARRAYp_MakeInteger = x
+
+End Function
+
+Public Function MISCe_CompareString(ByRef base As String, ByRef compare As String) As Integer
+
+    If compare < base Then
+        MISCe_CompareString = -1
+        Exit Function
+    End If
+
+    If compare = base Then
+        MISCe_CompareString = 0
+        Exit Function
+    End If
+
+    If compare > base Then
+        MISCe_CompareString = 1
+        Exit Function
+    End If
+
+End Function
+
+Public Function MISCe_CompareDouble(ByRef base As Double, ByRef compare As Double) As Integer
+
+    If compare < base Then
+        MISCe_CompareDouble = -1
+        Exit Function
+    End If
+
+    If compare = base Then
+        MISCe_CompareDouble = 0
+        Exit Function
+    End If
+
+    If compare > base Then
+        MISCe_CompareDouble = 1
+        Exit Function
+    End If
+
+End Function
+
+Public Function MISCe_CompareDate(ByRef base As Date, ByRef compare As Date) As Integer
+
+
+    If compare < base Then
+        MISCe_CompareDate = -1
+        Exit Function
+    End If
+
+    If compare = base Then
+        MISCe_CompareDate = 0
+        Exit Function
+    End If
+
+    If compare > base Then
+        MISCe_CompareDate = 1
+        Exit Function
+    End If
+
+End Function
+
+Public Function json_from_table(ByRef tbl() As Variant, ByRef array_label As String, Optional strip_braces As Boolean) As String
+
+
+    Dim ajson As String
+    Dim json As String
+    Dim r As Integer
+    Dim c As Integer
+    Dim needs_comma As Boolean
+    Dim needs_braces As Integer
+
+    needs_comma = False
+    needs_braces = 0
+    ajson = ""
+
+    For r = 2 To UBound(tbl, 1)
+        For c = 1 To UBound(tbl, 2)
+            If tbl(r, c) <> "" Then
+                needs_braces = needs_braces + 1
+                If needs_comma Then json = json & ","
+                needs_comma = True
+                If IsNumeric(tbl(r, c)) And Mid(tbl(r, c), 1, 1) <> 0 Then
+                    json = json & Chr(34) & tbl(1, c) & Chr(34) & ":" & tbl(r, c)
+                Else
+                    'test if item is a json object
+                    If Mid(tbl(r, c), 1, 1) = "{" Or Mid(tbl(r, c), 1, 1) = "[" Then
+                        json = json & """" & tbl(1, c) & """" & ":" & tbl(r, c)
+                    Else
+                        json = json & Chr(34) & tbl(1, c) & Chr(34) & ":" & Chr(34) & tbl(r, c) & Chr(34)
+                    End If
+                End If
+            End If
+        Next c
+        If needs_braces > 0 Then json = "{" & json & "}"
+        needs_comma = False
+        needs_braces = 0
+        If r > 2 Then
+            ajson = ajson & "," & json
+        Else
+            ajson = json
+        End If
+        json = ""
+    Next r
+
+    'if theres more the one record, include brackets for array
+    'if an array_label is given give the array a key and the array become the value
+    'then if the array is labeled with a key it should have braces unless specified otherwise
+    If r > 3 Then
+        ajson = "[" & ajson & "]"
+        If array_label <> "" Then
+            ajson = """" & array_label & """:" & ajson
+            If Not strip_braces Then
+                ajson = "{" & ajson & "}"
+            End If
+        End If
+    Else
+        If strip_braces Then
+            ajson = Mid(ajson, 2, Len(ajson) - 2)
+        End If
+    End If
+
+    json_from_table = ajson
+
+End Function
+
+Public Function json_from_table_zb(ByRef tbl() As Variant, ByRef array_label As String, ByVal force_array As Boolean, Optional strip_braces As Boolean) As String
+
+    Dim ajson As String
+    Dim json As String
+    Dim r As Integer
+    Dim c As Integer
+    Dim needs_comma As Boolean
+    Dim needs_braces As Integer
+
+    needs_comma = False
+    needs_braces = 0
+    ajson = ""
+
+    For r = 1 To UBound(tbl, 1)
+        For c = 0 To UBound(tbl, 2)
+            If tbl(r, c) <> "" Then
+                needs_braces = needs_braces + 1
+                If needs_comma Then json = json & ","
+                needs_comma = True
+                If IsNumeric(tbl(r, c)) And Mid(tbl(r, c), 1, 1) <> 0 Then
+                    json = json & Chr(34) & tbl(0, c) & Chr(34) & ":" & tbl(r, c)
+                Else
+                    'test if item is a json object
+                    If Mid(tbl(r, c), 1, 1) = "{" Or Mid(tbl(r, c), 1, 1) = "[" Then
+                        json = json & """" & tbl(0, c) & """" & ":" & tbl(r, c)
+                    Else
+                        json = json & Chr(34) & tbl(0, c) & Chr(34) & ":" & Chr(34) & tbl(r, c) & Chr(34)
+                    End If
+                End If
+            End If
+        Next c
+        If needs_braces > 0 Then json = "{" & json & "}"
+        needs_comma = False
+        needs_braces = 0
+        If r > 1 Then
+            ajson = ajson & "," & json
+        Else
+            ajson = json
+        End If
+        json = ""
+    Next r
+
+    'if theres more the one record, include brackets for array
+    'if an array_label is given give the array a key and the array become the value
+    'then if the array is labeled with a key it should have braces unless specified otherwise
+    If r > 2 Or force_array Then
+        ajson = "[" & ajson & "]"
+        If array_label <> "" Then
+            ajson = """" & array_label & """:" & ajson
+            If Not strip_braces Then
+                ajson = "{" & ajson & "}"
+            End If
+        End If
+    Else
+        If strip_braces Then
+            ajson = Mid(ajson, 2, Len(ajson) - 2)
+        End If
+    End If
+
+    json_from_table_zb = ajson
+
+End Function
+
+Public Function SHTp_get_block(point As Range) As Variant()
+
+    SHTp_get_block = point.CurrentRegion
+
+End Function
+
+Sub frmListBoxHeader(ByRef hdr As MSForms.listbox, ByRef det As MSForms.listbox, ParamArray cols())
+
+    Dim i As Long
+
+    hdr.ColumnCount = det.ColumnCount
+    hdr.ColumnWidths = det.ColumnWidths
+
+    ' add header elements
+    hdr.clear
+    hdr.AddItem
+    For i = 0 To UBound(cols, 1)
+        hdr.list(0, i) = cols(i)
+    Next i
+
+    ' make it pretty
+    'body.ZOrder (1)
+    'lbHEAD.ZOrder (0)
+    hdr.SpecialEffect = fmSpecialEffectFlat
+    'hdr.BackColor = RGB(200, 200, 200)
+    hdr.Height = 10
+
+    ' align header to body (should be done last!)
+    hdr.width = det.width
+    hdr.Left = det.Left
+    hdr.Top = det.Top - (hdr.Height - 1)
+
+End Sub
+
+
+
+

VBA/build.frm

@@ -0,0 +1,73 @@
+VERSION 5.00
+Begin {C62A69F0-16DC-11CE-9E98-00AA00574A4F} build 
+   Caption         =   "UserForm1"
+   ClientHeight    =   3015
+   ClientLeft      =   120
+   ClientTop       =   465
+   ClientWidth     =   8100
+   OleObjectBlob   =   "build.frx":0000
+   StartUpPosition =   1  'CenterOwner
+End
+Attribute VB_Name = "build"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = False
+Public part As String
+Public bill As String
+Public ship As String
+Public useval As Boolean
+Option Explicit
+
+Private Sub cbBill_KeyDown(ByVal KeyCode As MSForms.ReturnInteger, ByVal Shift As Integer)
+    Select Case KeyCode
+        Case 13
+            useval = True
+            Me.Hide
+        Case 27
+            useval = False
+            Me.Hide
+    End Select
+End Sub
+
+
+Private Sub cbPart_KeyDown(ByVal KeyCode As MSForms.ReturnInteger, ByVal Shift As Integer)
+
+    Select Case KeyCode
+        Case 13
+            useval = True
+            Me.Hide
+        Case 27
+            useval = False
+            Me.Hide
+    End Select
+
+End Sub
+
+
+Private Sub cbShip_KeyDown(ByVal KeyCode As MSForms.ReturnInteger, ByVal Shift As Integer)
+    Select Case KeyCode
+        Case 13
+            useval = True
+            Me.Hide
+        Case 27
+            useval = False
+            Me.Hide
+    End Select
+End Sub
+
+Private Sub UserForm_Activate()
+    
+    useval = False
+    
+    cbPart.value = part
+    cbBill.value = bill
+    cbShip.value = ship
+    
+    cbPart.list = shSupportingData.ListObjects("ITEM").DataBodyRange.value
+    cbBill.list = shSupportingData.ListObjects("CUSTOMER").DataBodyRange.value
+    cbShip.list = shSupportingData.ListObjects("CUSTOMER").DataBodyRange.value
+End Sub
+
+
+

VBA/changes.frm

@@ -0,0 +1,128 @@
+VERSION 5.00
+Begin {C62A69F0-16DC-11CE-9E98-00AA00574A4F} changes 
+   Caption         =   "History"
+   ClientHeight    =   7785
+   ClientLeft      =   120
+   ClientTop       =   465
+   ClientWidth     =   16710
+   OleObjectBlob   =   "changes.frx":0000
+   StartUpPosition =   1  'CenterOwner
+End
+Attribute VB_Name = "changes"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = False
+Private x As Variant
+
+Private Sub cbCancel_Click()
+
+    Me.Hide
+
+End Sub
+
+Private Sub cbUndo_Click()
+
+    
+    Call Me.delete_selected
+
+End Sub
+
+Private Sub lbHist_Change()
+
+    Dim i As Integer
+
+    For i = 0 To Me.lbHist.ListCount - 1
+        If Me.lbHist.Selected(i) Then
+            Me.tbPrint.value = x(i, 7)
+            Exit Sub
+        End If
+    Next i
+
+End Sub
+
+
+
+Private Sub lbHist_KeyUp(ByVal KeyCode As MSForms.ReturnInteger, ByVal Shift As Integer)
+
+    Select Case KeyCode
+        Case 46
+            Call Me.delete_selected
+        Case 27
+            Call Me.Hide
+    End Select
+
+End Sub
+
+
+
+Private Sub UserForm_Activate()
+
+    Dim fail As Boolean
+    
+    'x = handler.list_changes("{""user"":""" & Application.UserName & """}", fail)
+    x = handler.list_changes("{""scenario"":{""quota_rep_descr"":""" & shData.Cells(2, 5) & """}}", fail)
+    If fail Then
+        Me.Hide
+        Exit Sub
+    End If
+    Me.lbHist.list = x
+    
+    lbHEAD.ColumnCount = lbHist.ColumnCount
+    lbHEAD.ColumnWidths = lbHist.ColumnWidths
+
+    ' add header elements
+    lbHEAD.clear
+    lbHEAD.AddItem
+    lbHEAD.list(0, 0) = "Modifier"
+    lbHEAD.list(0, 1) = "Owner"
+    lbHEAD.list(0, 2) = "When"
+    lbHEAD.list(0, 3) = "Tag"
+    lbHEAD.list(0, 4) = "Comment"
+    lbHEAD.list(0, 5) = "Sales"
+    lbHEAD.list(0, 6) = "id"
+    Call Utils.frmListBoxHeader(Me.lbHEAD, Me.lbHist, "Modifier", "Owner", "When", "Tag", "Comment", "Sales", "id")
+    
+    
+    ' make it pretty
+    'body.ZOrder (1)
+    'lbHEAD.ZOrder (0)
+    'lbHEAD.SpecialEffect = fmSpecialEffectFlat
+    'lbHEAD.BackColor = RGB(200, 200, 200)
+    'lbHEAD.Height = 10
+
+    ' align header to body (should be done last!)
+    'lbHEAD.width = lbHist.width
+    'lbHEAD.Left = lbHist.Left
+    'lbHEAD.Top = lbHist.Top - (lbHEAD.Height - 1)
+
+End Sub
+
+Sub delete_selected()
+
+    Dim logid As Integer
+    Dim i As Integer
+    Dim fail As Boolean
+    Dim proceed As Boolean
+    
+    If MsgBox("Permanently delete these changes?", vbOKCancel) = vbCancel Then
+        Exit Sub
+    End If
+    
+    
+    For i = 0 To Me.lbHist.ListCount - 1
+        If Me.lbHist.Selected(i) Then
+            Call handler.undo_changes(x(i, 6), fail)
+            If fail Then
+                MsgBox ("undo did not work")
+                Exit Sub
+            End If
+        End If
+    Next i
+    
+    shOrders.PivotTables("ptOrders").PivotCache.Refresh
+    
+    Me.lbHist.clear
+    Me.Hide
+
+End Sub

VBA/handler.bas

@@ -0,0 +1,637 @@
+Attribute VB_Name = "handler"
+Option Explicit
+
+Public sql As String
+Public jsql As String
+Public scenario As String
+Public sc() As Variant
+Public data() As String
+Public agg() As String
+Public showprice As Boolean
+Public server As String
+Public plan As String
+Public basis() As Variant
+Public baseline() As Variant
+Public adjust() As Variant
+
+
+Sub load_fpvt()
+
+    Application.StatusBar = "retrieving selection data....."
+    
+    Dim i As Long
+    Dim s_tot As Object
+    
+    fpvt.lbSDET.list = handler.sc
+    
+    showprice = False
+    
+    For i = 0 To UBound(handler.sc, 1)
+        If handler.sc(i, 0) = "part_descr" Then
+            showprice = True
+            Exit For
+        End If
+    Next i
+       
+    
+    fpvt.Show
+     
+
+
+End Sub
+
+Function scenario_package(doc As String, ByRef status As Boolean) As Object
+
+    Dim req As New WinHttp.WinHttpRequest
+    Dim json As Object
+    Dim wr As String
+    
+    On Error GoTo errh
+    
+    With req
+        .Option(WinHttpRequestOption_SslErrorIgnoreFlags) = SslErrorFlag_Ignore_All
+        .Open "GET", server & "/scenario_package", True
+        .SetRequestHeader "Content-Type", "application/json"
+        .Send doc
+        .WaitForResponse
+        wr = .ResponseText
+    End With
+
+    Set json = JsonConverter.ParseJson(wr)
+    Set scenario_package = json
+    
+errh:
+    If Err.Number <> 0 Then
+        status = False
+        MsgBox (Err.Description)
+        Set scenario_package = Nothing
+    Else
+        status = True
+    End If
+    
+End Function
+
+Sub pg_main_workset(rep As String)
+
+    Dim req As New WinHttp.WinHttpRequest
+    Dim wr As String
+    Dim json As Object
+    Dim i As Long
+    Dim j As Long
+    Dim doc As String
+    Dim res() As Variant
+    Dim str() As String
+    
+    doc = "{""quota_rep"":""" & rep & """}"
+         
+    With req
+        .Option(WinHttpRequestOption_SslErrorIgnoreFlags) = SslErrorFlag_Ignore_All
+        .Open "GET", handler.server & "/get_pool", True
+        .SetRequestHeader "Content-Type", "application/json"
+        .Send doc
+        .WaitForResponse
+        wr = .ResponseText
+    End With
+
+    If Mid(wr, 1, 1) <> "{" Then
+        MsgBox (wr)
+        Exit Sub
+    End If
+    Set json = JsonConverter.ParseJson(wr)
+    ReDim res(json("x").Count, 33)
+    
+    For i = 1 To UBound(res, 1)
+        res(i, 0) = json("x")(i)("bill_cust_descr")
+        res(i, 1) = json("x")(i)("billto_group")
+        res(i, 2) = json("x")(i)("ship_cust_descr")
+        res(i, 3) = json("x")(i)("shipto_group")
+        res(i, 4) = json("x")(i)("quota_rep_descr")
+        res(i, 5) = json("x")(i)("director")
+        res(i, 6) = json("x")(i)("segm")
+        res(i, 7) = json("x")(i)("substance")
+        res(i, 8) = json("x")(i)("chan")
+        res(i, 9) = json("x")(i)("chansub")
+        res(i, 10) = json("x")(i)("part_descr")
+        res(i, 11) = json("x")(i)("part_group")
+        res(i, 12) = json("x")(i)("branding")
+        res(i, 13) = json("x")(i)("majg_descr")
+        res(i, 14) = json("x")(i)("ming_descr")
+        res(i, 15) = json("x")(i)("majs_descr")
+        res(i, 16) = json("x")(i)("mins_descr")
+        res(i, 17) = json("x")(i)("order_season")
+        res(i, 18) = json("x")(i)("order_month")
+        res(i, 19) = json("x")(i)("ship_season")
+        res(i, 20) = json("x")(i)("ship_month")
+        res(i, 21) = json("x")(i)("request_season")
+        res(i, 22) = json("x")(i)("request_month")
+        res(i, 23) = json("x")(i)("promo")
+        res(i, 24) = json("x")(i)("value_loc")
+        res(i, 25) = json("x")(i)("value_usd")
+        res(i, 26) = json("x")(i)("cost_loc")
+        res(i, 27) = json("x")(i)("cost_usd")
+        res(i, 28) = json("x")(i)("units")
+        res(i, 29) = json("x")(i)("version")
+        res(i, 30) = json("x")(i)("iter")
+        res(i, 31) = json("x")(i)("logid")
+        res(i, 32) = json("x")(i)("tag")
+        res(i, 33) = json("x")(i)("comment")
+    Next i
+    
+    res(0, 0) = "bill_cust_descr"
+    res(0, 1) = "billto_group"
+    res(0, 2) = "ship_cust_descr"
+    res(0, 3) = "shipto_group"
+    res(0, 4) = "quota_rep_descr"
+    res(0, 5) = "director"
+    res(0, 6) = "segm"
+    res(0, 7) = "substance"
+    res(0, 8) = "chan"
+    res(0, 9) = "chansub"
+    res(0, 10) = "part_descr"
+    res(0, 11) = "part_group"
+    res(0, 12) = "branding"
+    res(0, 13) = "majg_descr"
+    res(0, 14) = "ming_descr"
+    res(0, 15) = "majs_descr"
+    res(0, 16) = "mins_descr"
+    res(0, 17) = "order_season"
+    res(0, 18) = "order_month"
+    res(0, 19) = "ship_season"
+    res(0, 20) = "ship_month"
+    res(0, 21) = "request_season"
+    res(0, 22) = "request_month"
+    res(0, 23) = "promo"
+    res(0, 24) = "value_loc"
+    res(0, 25) = "value_usd"
+    res(0, 26) = "cost_loc"
+    res(0, 27) = "cost_usd"
+    res(0, 28) = "units"
+    res(0, 29) = "version"
+    res(0, 30) = "iter"
+    res(0, 31) = "logid"
+    res(0, 32) = "tag"
+    res(0, 33) = "comment"
+    
+    Set json = Nothing
+
+    ReDim str(UBound(res, 1), UBound(res, 2))
+    
+    shData.Cells.ClearContents
+    Call Utils.SHTp_DumpVar(res, shData.Name, 1, 1, False, True, True)
+    
+
+End Sub
+
+Sub pull_rep()
+
+    openf.Show
+
+End Sub
+
+
+
+Function request_adjust(doc As String, ByRef fail As Boolean) As Object
+
+    Dim req As New WinHttp.WinHttpRequest
+    Dim json As Object
+    Dim wr As String
+    Dim i As Long
+    Dim j As Long
+    Dim str() As String
+    
+    If doc = "" Then
+        fail = True
+        Exit Function
+    End If
+    
+    'update timestamp
+    Set json = JsonConverter.ParseJson(doc)
+    'json("stamp") = Format(Now, "yyyy-mm-dd hh:mm:ss")
+    'doc = JsonConverter.ConvertToJson(doc)
+    
+    server = shConfig.Cells(1, 2)
+    
+    With req
+        .Option(WinHttpRequestOption_SslErrorIgnoreFlags) = SslErrorFlag_Ignore_All
+        .Open "POST", server & "/" & json("type"), True
+        .SetRequestHeader "Content-Type", "application/json"
+        .Send doc
+        .WaitForResponse
+        wr = .ResponseText
+    End With
+    
+    If Mid(wr, 2, 5) = "error" Then
+        MsgBox (wr)
+        fail = True
+        Exit Function
+    End If
+    
+    If Mid(wr, 1, 6) = "<body>" Then
+        MsgBox (wr)
+        fail = True
+        Exit Function
+    End If
+    
+    If Mid(wr, 1, 6) = "<!DOCT" Then
+        MsgBox (wr)
+        fail = True
+        Exit Function
+    End If
+    
+    If Mid(wr, 1, 6) = "null" Then
+        MsgBox ("API route not implemented")
+        fail = True
+        Exit Function
+    End If
+
+    Set json = JsonConverter.ParseJson(wr)
+    
+    If IsNull(json("x")) Then
+        MsgBox ("no adjustment was made")
+        fail = False
+        Exit Function
+    End If
+    
+    ReDim res(json("x").Count - 1, 33)
+    
+    For i = 0 To UBound(res, 1)
+        res(i, 0) = json("x")(i + 1)("bill_cust_descr")
+        res(i, 1) = json("x")(i + 1)("billto_group")
+        res(i, 2) = json("x")(i + 1)("ship_cust_descr")
+        res(i, 3) = json("x")(i + 1)("shipto_group")
+        res(i, 4) = json("x")(i + 1)("quota_rep_descr")
+        res(i, 5) = json("x")(i + 1)("director")
+        res(i, 6) = json("x")(i + 1)("segm")
+        res(i, 7) = json("x")(i + 1)("substance")
+        res(i, 8) = json("x")(i + 1)("chan")
+        res(i, 9) = json("x")(i + 1)("chansub")
+        res(i, 10) = json("x")(i + 1)("part_descr")
+        res(i, 11) = json("x")(i + 1)("part_group")
+        res(i, 12) = json("x")(i + 1)("branding")
+        res(i, 13) = json("x")(i + 1)("majg_descr")
+        res(i, 14) = json("x")(i + 1)("ming_descr")
+        res(i, 15) = json("x")(i + 1)("majs_descr")
+        res(i, 16) = json("x")(i + 1)("mins_descr")
+        res(i, 17) = json("x")(i + 1)("order_season")
+        res(i, 18) = json("x")(i + 1)("order_month")
+        res(i, 19) = json("x")(i + 1)("ship_season")
+        res(i, 20) = json("x")(i + 1)("ship_month")
+        res(i, 21) = json("x")(i + 1)("request_season")
+        res(i, 22) = json("x")(i + 1)("request_month")
+        res(i, 23) = json("x")(i + 1)("promo")
+        res(i, 24) = json("x")(i + 1)("value_loc")
+        res(i, 25) = json("x")(i + 1)("value_usd")
+        res(i, 26) = json("x")(i + 1)("cost_loc")
+        res(i, 27) = json("x")(i + 1)("cost_usd")
+        res(i, 28) = json("x")(i + 1)("units")
+        res(i, 29) = json("x")(i + 1)("version")
+        res(i, 30) = json("x")(i + 1)("iter")
+        res(i, 31) = json("x")(i + 1)("logid")
+        res(i, 32) = json("x")(i + 1)("tag")
+        res(i, 33) = json("x")(i + 1)("comment")
+    Next i
+    
+    Set json = Nothing
+
+    ReDim str(UBound(res, 1), UBound(res, 2))
+    
+'    For i = 0 To UBound(res, 1)
+'        For j = 0 To UBound(res, 2)
+'            If IsNull(res(i, j)) Then
+'                str(i, j) = ""
+'            Else
+'                str(i, j) = res(i, j)
+'            End If
+'        Next j
+'    Next i
+    
+    i = 1
+    Do Until shData.Cells(i, 1) = ""
+        i = i + 1
+    Loop
+    
+    Call Utils.SHTp_DumpVar(res, shData.Name, i, 1, False, False, True)
+    
+    
+    'Call Utils.SHTp_Dump(str, shData.Name, CLng(i), 1, False, False, 28, 29, 30, 31, 32)
+    
+    shOrders.PivotTables("ptOrders").PivotCache.Refresh
+    
+End Function
+
+Sub load_config()
+
+    Dim i As Integer
+    Dim j As Integer
+    '----server to use---------------------------------------------------------
+    handler.server = shConfig.Cells(1, 2)
+    '---basis-----------------------------------------------------------------
+    ReDim handler.basis(100)
+    i = 2
+    j = 0
+    Do While shConfig.Cells(2, i) <> ""
+        handler.basis(j) = shConfig.Cells(2, i)
+        j = j + 1
+        i = i + 1
+    Loop
+    ReDim Preserve handler.basis(j - 1)
+    '---baseline-----------------------------------------------------------------
+    ReDim handler.baseline(100)
+    i = 2
+    j = 0
+    Do While shConfig.Cells(3, i) <> ""
+        handler.baseline(j) = shConfig.Cells(3, i)
+        j = j + 1
+        i = i + 1
+    Loop
+    ReDim Preserve handler.baseline(j - 1)
+    '---adjustments-----------------------------------------------------------------
+    ReDim handler.adjust(100)
+    i = 2
+    j = 0
+    Do While shConfig.Cells(4, i) <> ""
+        handler.adjust(j) = shConfig.Cells(4, i)
+        j = j + 1
+        i = i + 1
+    Loop
+    ReDim Preserve handler.adjust(j - 1)
+    '---plan version--------------------------------------------------------------
+    handler.plan = shConfig.Cells(9, 2)
+    
+End Sub
+
+Sub month_tosheet(ByRef pkg() As Variant, ByRef basket() As Variant)
+
+    Dim j As Object
+    Dim i As Integer
+    Dim r As Long
+    
+    With shMonthUpdate
+    
+        Set j = JsonConverter.ParseJson("{""scenario"":" & scenario & "}")
+        .Cells(1, 16) = JsonConverter.ConvertToJson(j)
+        
+        For i = 0 To 12
+            '------------volume-------------------
+            .Cells(i + 1, 1) = co_num(pkg(i, 1), 0)
+            .Cells(i + 1, 2) = co_num(pkg(i, 2), 0)
+            .Cells(i + 1, 3) = co_num(pkg(i, 3), 0)
+            .Cells(i + 1, 4) = 0
+            .Cells(i + 1, 5) = co_num(pkg(i, 4), 0)
+            
+            '------------value----------------------
+            .Cells(i + 1, 11) = co_num(pkg(i, 5), 0)
+            .Cells(i + 1, 12) = co_num(pkg(i, 6), 0)
+            .Cells(i + 1, 13) = co_num(pkg(i, 7), 0)
+            .Cells(i + 1, 14) = 0
+            .Cells(i + 1, 15) = co_num(pkg(i, 8), 0)
+            
+            '-------------price----------------------
+            If i > 0 Then
+                '--prior--
+                If co_num(pkg(i, 1), 0) = 0 Then
+                    .Cells(i + 1, 6) = 0
+                Else
+                    .Cells(i + 1, 6) = pkg(i, 5) / pkg(i, 1)
+                End If
+                
+                '--base--
+                If co_num(pkg(i, 2), 0) = 0 Then
+                    'if there is no monthly base volume,
+                    'then use the prior price, if there was no prior price,
+                    'then inherit the average price for the year before current adjustments
+                    If .Cells(i, 7) <> 0 Then
+                        .Cells(i + 1, 7) = .Cells(i, 7)
+                    Else
+                        If pkg(13, 1) + pkg(13, 2) = 0 Then
+                            .Cells(i + 1, 7) = 0
+                        Else
+                            .Cells(i + 1, 7) = (pkg(13, 5) + pkg(13, 6)) / (pkg(13, 1) + pkg(13, 2))
+                        End If
+                    End If
+                Else
+                    .Cells(i + 1, 7) = pkg(i, 6) / pkg(i, 2)
+                End If
+                
+                '--adjust--
+                If (pkg(i, 3) + pkg(i, 2)) = 0 Or pkg(i, 2) = 0 Then
+                    .Cells(i + 1, 8) = 0
+                Else
+                    .Cells(i + 1, 8) = (Round(pkg(i, 7), 10) + Round(pkg(i, 6), 10)) / (Round(pkg(i, 3), 10) + Round(pkg(i, 2), 10)) - (Round(pkg(i, 6), 10) / Round(pkg(i, 2), 10))
+                End If
+                
+                '--current adjust--
+                .Cells(i + 1, 9) = 0
+                
+                '--forecast--
+                If co_num(pkg(i, 4), 0) = 0 Then
+                    'if there is no monthly base volume,
+                    'then use the prior price, if there was no prior price,
+                    'then inherit the average price for the year before current adjustments
+                    If .Cells(i, 10) <> 0 Then
+                        .Cells(i + 1, 10) = .Cells(i, 10)
+                    Else
+                        If pkg(13, 1) + pkg(13, 2) = 0 Then
+                            .Cells(i + 1, 10) = 0
+                        Else
+                            .Cells(i + 1, 10) = (pkg(13, 5) + pkg(13, 6)) / (pkg(13, 1) + pkg(13, 2))
+                        End If
+                    End If
+                Else
+                    .Cells(i + 1, 10) = pkg(i, 8) / pkg(i, 4)
+                End If
+                
+            End If
+            
+        Next i
+        
+        'scenario
+        .Range("R1:S1000").ClearContents
+        For i = 0 To UBound(handler.sc, 1)
+            .Cells(i + 1, 18) = handler.sc(i, 0)
+            .Cells(i + 1, 19) = handler.sc(i, 1)
+        Next i
+        
+        'basket
+        .Range("U1:AC100000").ClearContents
+        Call Utils.SHTp_DumpVar(basket, .Name, 1, 21, False, False, True)
+        Call Utils.SHTp_DumpVar(basket, .Name, 1, 26, False, False, True)
+        shConfig.Cells(5, 2) = 0
+        shConfig.Cells(6, 2) = 0
+        shConfig.Cells(7, 2) = 0
+        
+        shMonthView.load_sheet
+    
+    End With
+        
+End Sub
+
+Function co_num(ByRef one As Variant, ByRef two As Variant) As Variant
+
+    If one = "" Or IsNull(one) Then
+        co_num = two
+    Else
+        co_num = one
+    End If
+
+End Function
+
+
+Function list_changes(doc As String, ByRef fail As Boolean) As Variant()
+
+    Dim req As New WinHttp.WinHttpRequest
+    Dim json As Object
+    Dim wr As String
+    Dim i As Integer
+    Dim j As Integer
+    Dim res() As Variant
+    
+    If doc = "" Then
+        fail = True
+        Exit Function
+    End If
+    
+    server = shConfig.Cells(1, 2)
+    
+    With req
+        .Option(WinHttpRequestOption_SslErrorIgnoreFlags) = SslErrorFlag_Ignore_All
+        .Open "GET", server & "/list_changes", True
+        .SetRequestHeader "Content-Type", "application/json"
+        .Send doc
+        .WaitForResponse
+        wr = .ResponseText
+    End With
+    
+    Set json = JsonConverter.ParseJson(wr)
+    
+    If IsNull(json("x")) Then
+        MsgBox ("no history")
+        fail = True
+        Exit Function
+    End If
+    
+    ReDim res(json("x").Count - 1, 7)
+    
+    For i = 0 To UBound(res, 1)
+        res(i, 0) = json("x")(i + 1)("user")
+        res(i, 1) = json("x")(i + 1)("quota_rep_descr")
+        res(i, 2) = json("x")(i + 1)("stamp")
+        res(i, 3) = json("x")(i + 1)("tag")
+        res(i, 4) = json("x")(i + 1)("comment")
+        res(i, 5) = json("x")(i + 1)("sales")
+        res(i, 6) = json("x")(i + 1)("id")
+        res(i, 7) = json("x")(i + 1)("doc")
+    Next i
+    
+    list_changes = res
+
+End Function
+
+Function undo_changes(ByVal logid As Integer, ByRef fail As Boolean) As Variant()
+
+    Dim req As New WinHttp.WinHttpRequest
+    Dim json As Object
+    Dim wr As String
+    Dim i As Integer
+    Dim j As Integer
+    Dim res() As Variant
+    Dim doc As String
+    Dim ds As Worksheet
+    
+    doc = "{""logid"":" & logid & "}"
+    
+    server = handler.server
+        
+    With req
+        .Option(WinHttpRequestOption_SslErrorIgnoreFlags) = SslErrorFlag_Ignore_All
+        .Open "GET", server & "/undo_change", True
+        .SetRequestHeader "Content-Type", "application/json"
+        .Send doc
+        .WaitForResponse
+        wr = .ResponseText
+    End With
+    
+    Set json = JsonConverter.ParseJson(wr)
+    logid = json("x")(1)("id")
+    
+    '---------loop through and get a list of each row that needs deleted?-----
+       
+    j = 0
+    For i = 1 To 100
+        If shData.Cells(1, i) = "logid" Then
+            j = i
+            Exit For
+        End If
+    Next i
+    
+    If j = 0 Then
+        MsgBox ("current data set is not tracking changes, cannot isolate change locally")
+        fail = True
+        Exit Function
+    End If
+    
+    i = 2
+    With shData
+        While .Cells(i, 1) <> ""
+            If .Cells(i, j) = logid Then
+                .Rows(i).Delete
+            Else
+                i = i + 1
+            End If
+        Wend
+    End With
+
+End Function
+
+
+Sub history()
+
+    changes.Show
+
+End Sub
+
+Function get_swap_fit(doc As String, ByRef fail As Boolean) As Variant()
+
+    Dim req As New WinHttp.WinHttpRequest
+    Dim json As Object
+    Dim wr As String
+    Dim i As Integer
+    Dim j As Integer
+    Dim res() As Variant
+    
+    If doc = "" Then
+        fail = True
+        Exit Function
+    End If
+    
+    server = shConfig.Cells(1, 2)
+    
+    With req
+        .Option(WinHttpRequestOption_SslErrorIgnoreFlags) = SslErrorFlag_Ignore_All
+        .Open "GET", server & "/swap_fit", True
+        .SetRequestHeader "Content-Type", "application/json"
+        .Send doc
+        .WaitForResponse
+        wr = .ResponseText
+    End With
+    
+    Set json = JsonConverter.ParseJson(wr)
+    
+    If IsNull(json("x")) Then
+        MsgBox ("no history")
+        fail = True
+        Exit Function
+    End If
+    
+    ReDim res(json("x").Count - 1, 3)
+    
+    For i = 0 To UBound(res, 1)
+        res(i, 0) = json("x")(i + 1)("part")
+        res(i, 1) = json("x")(i + 1)("value_usd")
+        res(i, 2) = json("x")(i + 1)("swap")
+        res(i, 3) = json("x")(i + 1)("fit")
+    Next i
+    
+    get_swap_fit = res
+
+End Function

VBA/openf.frm

@@ -0,0 +1,43 @@
+VERSION 5.00
+Begin {C62A69F0-16DC-11CE-9E98-00AA00574A4F} openf 
+   Caption         =   "Open a Forecast"
+   ClientHeight    =   2025
+   ClientLeft      =   120
+   ClientTop       =   465
+   ClientWidth     =   3825
+   OleObjectBlob   =   "openf.frx":0000
+   StartUpPosition =   1  'CenterOwner
+End
+Attribute VB_Name = "openf"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = False
+Private Sub cbCancel_Click()
+    
+    openf.Hide
+    
+End Sub
+
+Private Sub cbOK_Click()
+
+    Application.StatusBar = "Retrieving data for " & cbDSM.value & "....."
+
+    openf.Caption = "retrieving data......"
+    Call handler.pg_main_workset(cbDSM.value)
+    shOrders.PivotTables("ptOrders").PivotCache.Refresh
+    Application.StatusBar = False
+    openf.Hide
+
+End Sub
+
+Private Sub UserForm_Activate()
+
+    'handler.server = "http://192.168.1.69:3000"
+    handler.server = shConfig.Cells(1, 2)
+    
+    openf.Caption = "Select a DSM"
+    cbDSM.list = shSupportingData.ListObjects("DSM").DataBodyRange.value
+
+End Sub
+

VBA/part.frm

@@ -0,0 +1,46 @@
+VERSION 5.00
+Begin {C62A69F0-16DC-11CE-9E98-00AA00574A4F} part 
+   Caption         =   "Part Picker"
+   ClientHeight    =   1080
+   ClientLeft      =   120
+   ClientTop       =   465
+   ClientWidth     =   8100
+   OleObjectBlob   =   "part.frx":0000
+   StartUpPosition =   1  'CenterOwner
+End
+Attribute VB_Name = "part"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = False
+
+Public part As String
+Public bill As String
+Public ship As String
+Public useval As Boolean
+Option Explicit
+
+
+Private Sub cbPart_KeyDown(ByVal KeyCode As MSForms.ReturnInteger, ByVal Shift As Integer)
+
+    Select Case KeyCode
+        Case 13
+            useval = True
+            Me.Hide
+        Case 27
+            useval = False
+            Me.Hide
+    End Select
+
+End Sub
+
+
+
+Private Sub UserForm_Activate()
+    
+    useval = False
+    cbPart.list = shSupportingData.ListObjects("ITEM").DataBodyRange.value
+
+End Sub
+
+

VBA/shConfig.cls

@@ -0,0 +1,9 @@
+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "shConfig"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True

VBA/shData.cls

@@ -0,0 +1,9 @@
+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "shData"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True

VBA/shMonthUpdate.cls

@@ -0,0 +1,9 @@
+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "shMonthUpdate"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True

VBA/shOrders.cls

@@ -0,0 +1,114 @@
+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "shOrders"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True
+Option Explicit
+
+Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
+    Dim pt As PivotTable
+    Set pt = ActiveSheet.PivotTables("ptOrders")
+    
+    Dim intersec As Range
+    Set intersec = Intersect(Target, pt.DataBodyRange)
+    
+    If intersec Is Nothing Then
+        Exit Sub
+    ElseIf intersec.address <> Target.address Then
+        Exit Sub
+    End If
+
+    Cancel = True
+
+    Dim i As Long
+    Dim j As Long
+    Dim k As Long
+    
+    Dim ri As PivotItemList
+    Dim ci As PivotItemList
+    Dim df As Object
+    Dim rd As Object
+    Dim cd As Object
+    Dim dd As Object
+    
+    Dim pf As PivotField
+    Dim pi As PivotItem
+    
+    Set ri = Target.Cells.PivotCell.RowItems
+    Set ci = Target.Cells.PivotCell.ColumnItems
+    Set df = Target.Cells.PivotCell.DataField
+
+    Set rd = Target.Cells.PivotTable.RowFields
+    Set cd = Target.Cells.PivotTable.ColumnFields
+    
+    ReDim handler.sc(ri.Count, 1)
+    
+    handler.sql = ""
+    handler.jsql = ""
+
+    For i = 1 To ri.Count
+        If i <> 1 Then handler.sql = handler.sql & vbCrLf & "AND "
+        If i <> 1 Then handler.jsql = handler.jsql & vbCrLf & ","
+        handler.sql = handler.sql & rd(piv_pos(rd, i)).Name & " = '" & escape_sql(ri(i).Name) & "'"
+        jsql = jsql & """" & rd(piv_pos(rd, i)).Name & """:""" & escape_json(ri(i).Name) & """"
+        handler.sc(i - 1, 0) = rd(piv_pos(rd, i)).Name
+        handler.sc(i - 1, 1) = ri(i).Name
+    Next i
+    
+    scenario = "{" & handler.jsql & "}"
+    
+    Call handler.load_config
+    Call handler.load_fpvt
+
+End Sub
+
+Function piv_pos(list As Object, target_pos As Long) As Long
+
+    Dim i As Long
+    
+    For i = 1 To list.Count
+        If list(i).Position = target_pos Then
+            piv_pos = i
+            Exit Function
+        End If
+    Next i
+    'should not get to this point
+
+End Function
+
+Function piv_fld_index(field_name As String, ByRef pt As PivotTable) As Integer
+
+    Dim i As Integer
+    
+    For i = 1 To pt.PivotFields.Count
+        If pt.PivotFields(i).Name = field_name Then
+            piv_fld_index = i
+            Exit Function
+        End If
+    Next i
+
+End Function
+
+Function escape_json(ByVal text As String) As String
+
+    text = Replace(text, "'", "''")
+    text = Replace(text, """", "\""")
+    If text = "(blank)" Then text = ""
+    escape_json = text
+
+End Function
+
+Function escape_sql(ByVal text As String) As String
+
+    text = Replace(text, "'", "''")
+    text = Replace(text, """", """""")
+    If text = "(blank)" Then text = ""
+    escape_sql = text
+
+End Function
+
+

VBA/shSupportingData.cls

@@ -0,0 +1,9 @@
+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "shSupportingData"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True

VBA/shWalk.cls

@@ -0,0 +1,114 @@
+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "shWalk"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True
+' Option Explicit
+'
+' Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
+'     Dim pt As PivotTable
+'     Set pt = ActiveSheet.PivotTables("ptWalk")
+'     Dim intersec As Range
+'     Set intersec = Intersect(Target, pt.DataBodyRange)
+'
+'     If intersec Is Nothing Then
+'         Exit Sub
+'     ElseIf intersec.address <> Target.address Then
+'         Exit Sub
+'     End If
+'
+'     Cancel = True
+'
+'     Dim i As Long
+'     Dim j As Long
+'     Dim k As Long
+'
+'     Dim ri As PivotItemList
+'     Dim ci As PivotItemList
+'     Dim df As Object
+'     Dim rd As Object
+'     Dim cd As Object
+'     Dim dd As Object
+'
+'     Dim pf As PivotField
+'     Dim pi As PivotItem
+'
+'     Set ri = Target.Cells.PivotCell.RowItems
+'     Set ci = Target.Cells.PivotCell.ColumnItems
+'     Set df = Target.Cells.PivotCell.DataField
+'
+'     Set rd = Target.Cells.PivotTable.RowFields
+'     Set cd = Target.Cells.PivotTable.ColumnFields
+'
+'     ReDim handler.sc(ri.Count, 1)
+'
+'     handler.sql = ""
+'     handler.jsql = ""
+'
+'     For i = 1 To ri.Count
+'         If i <> 1 Then handler.sql = handler.sql & vbCrLf & "AND "
+'         If i <> 1 Then handler.jsql = handler.jsql & vbCrLf & ","
+'         handler.sql = handler.sql & rd(piv_pos(rd, i)).Name & " = '" & escape_sql(ri(i).Name) & "'"
+'         jsql = jsql & """" & rd(piv_pos(rd, i)).Name & """:""" & escape_json(ri(i).Name) & """"
+'         handler.sc(i - 1, 0) = rd(piv_pos(rd, i)).Name
+'         handler.sc(i - 1, 1) = ri(i).Name
+'     Next i
+'
+'     scenario = "{" & handler.jsql & "}"
+'
+'     Call handler.load_config
+'     Call handler.load_fpvt
+'
+' End Sub
+'
+' Function piv_pos(list As Object, target_pos As Long) As Long
+'
+'     Dim i As Long
+'
+'     For i = 1 To list.Count
+'         If list(i).Position = target_pos Then
+'             piv_pos = i
+'             Exit Function
+'         End If
+'     Next i
+'     'should not get to this point
+'
+' End Function
+'
+' Function piv_fld_index(field_name As String, ByRef pt As PivotTable) As Integer
+'
+'     Dim i As Integer
+'
+'     For i = 1 To pt.PivotFields.Count
+'         If pt.PivotFields(i).Name = field_name Then
+'             piv_fld_index = i
+'             Exit Function
+'         End If
+'     Next i
+'
+' End Function
+'
+' Function escape_json(ByVal text As String) As String
+'
+'     text = Replace(text, "'", "''")
+'     text = Replace(text, """", "\""")
+'     If text = "(blank)" Then text = ""
+'     escape_json = text
+'
+' End Function
+'
+' Function escape_sql(ByVal text As String) As String
+'
+'     text = Replace(text, "'", "''")
+'     text = Replace(text, """", """""")
+'     If text = "(blank)" Then text = ""
+'     escape_sql = text
+'
+' End Function
+'
+'
+

build/build_forecast.sql

@@ -1,33 +1,18 @@
 -- Connection: usmidsap01.ubm
 --\timing
+
+/*----------------------------------------------------------------------------------------
+1. copy existing actuals for the current season (which is incomplete)
+    * for example 6/1/22 -> 3/7/23
+2. fill out a full year of history by going back 2 years to get 3/8/22 -> 5/31/22
+3. stack the results of 1 & 2 and increment all rows by 1 year
+*/----------------------------------------------------------------------------------------
+
 TRUNCATE TABLE rlarp.osmf;
 
 INSERT INTO rlarp.osmf
 WITH
-gld AS (
-    SELECT
-        N1COMP COMP
-        ,N1CCYY FSYR
-        ,KPMAXP PERDS
-        ,N1FSPP PERD
-        ,to_char(N1FSYP,'FM0000') FSPR
-        ,N1SD01 SDAT
-        ,N1ED01 EDAT
-        ,to_char(N1ED01,'yymm') CAPR
-        ,N1ED01 - N1SD01 +1 NDAYS
-        ,CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(YEAR FROM N1ED01) + 1 ELSE EXTRACT(YEAR FROM N1ED01) END SSYR
-        ,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5  ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'00') SSPR
-    FROM
-        LGDAT.GLDATREF
-        INNER JOIN LGDAT.GLDATE ON
-            KPCOMP = N1COMP AND
-            KPCCYY = N1CCYY
-    WHERE
-        N1COMP = 93
-        --AND DIGITS(N1FSYP) = '1901'
-)
---SELECT * FROM gld
-,baseline AS (
+baseline AS (
     SELECT
         -----------documents-------------
         null::int "ddord#"
@@ -137,24 +122,25 @@ gld AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat) sdate
         ,ss.ssyr sseas
-        ,'15mo' "version"
+        ,'b24' "version"
         ,'actuals' iter
     FROM
         rlarp.osm o
         --snap the ship dates of the historic fiscal period
-        LEFT OUTER JOIN gld ON
+        LEFT OUTER JOIN rlarp.gld ON
             gld.fspr = o.fspr
         --get the shipping season for open orders based on the snapped date
-        LEFT OUTER JOIN gld ss ON
+        LEFT OUTER JOIN rlarp.gld ss ON
             greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
     WHERE
         (
             --base period orders booked....
-            o.odate BETWEEN '2022-06-01' AND '2023-03-01'
+            o.odate BETWEEN '2018-06-01' AND '2019-05-31'
             --...or any open orders currently booked before cutoff....
-            OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2023-03-01')
+            --OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2023-03-01')
             --...or anything that shipped in that period
-            OR ((o.fspr BETWEEN '2301' AND '2309' OR o.fspr = '0000') AND o.sdate < '2023-03-01')
+            --OR ((o.fspr BETWEEN '1901' AND '1912' OR o.fspr = '0000') AND o.sdate < '2023-03-01')
+            OR (o.fspr BETWEEN '1901' AND '1912') 
         )
         AND fs_line = '41010'
         AND calc_status <> 'CANCELED'
@@ -287,28 +273,33 @@ gld AS (
         ,o.calc_status
         ,o.flag
         ,o.odate + interval '1 year' odate
-        ,o.oseas + 1 rseas
+        ,o.oseas + 5 rseas
         ,o.rdate + interval '1 year' rdate
-        ,o.rseas + 1 rseas
+        ,o.rseas + 5 rseas
         ,o.pdate + interval '1 year' pdate
-        ,o.pseas + 1 pseas
+        ,o.pseas + 5 pseas
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat)  + interval '1 year' sdate
         ,ss.ssyr  sseas
-        ,'actuals' "version"
+        ,'b24' "version"
         ,'actuals_plug' iter
     FROM
         rlarp.osm o
-        LEFT OUTER JOIN gld ON
+        LEFT OUTER JOIN rlarp.gld ON
             gld.fspr = o.fspr
-        LEFT OUTER JOIN gld ss ON
+        LEFT OUTER JOIN rlarp.gld ss ON
             greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat
     WHERE
-        o.odate BETWEEN '2022-03-01' AND '2022-05-31'
-        AND fs_line = '41010'
-        AND calc_status <> 'CANCELED'
-        ------exclude actuals for now and use forecast to get the plug for the rest of the year
-        AND version = 'ACTUALS'
+        false
+        --o.odate BETWEEN '2022-03-01' AND '2022-05-31'
+        --AND fs_line = '41010'
+        --AND calc_status <> 'CANCELED'
+        --AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
+        ----OR (
+        ----    (o.fspr BETWEEN '2209' AND '2212' OR o.fspr = '0000') 
+        ----    AND o.sdate BETWEEN '2022-03-01' AND '2022-05-31'
+        ----)
+        --AND version = 'ACTUALS'
     GROUP BY
         o.fspr
         ,plnt
@@ -443,13 +434,13 @@ gld AS (
         -----when null, greatest/least is just going to act like coalesce
         ,greatest(least(o.sdate,gld.edat),gld.sdat) sdate
         ,ss.ssyr  sseas
-        ,'actuals' "version"
+        ,'b24' "version"
         ,'forecast_plug' iter
     FROM
         rlarp.osmp o
-        LEFT OUTER JOIN gld ON
+        LEFT OUTER JOIN rlarp.gld ON
             gld.fspr = o.fspr
-        LEFT OUTER JOIN gld ss ON
+        LEFT OUTER JOIN rlarp.gld ss ON
             greatest(least(o.sdate,gld.edat),gld.sdat)  BETWEEN ss.sdat AND ss.edat
     WHERE
         false
@@ -479,6 +470,7 @@ gld AS (
         ,greatest(least(o.sdate,gld.edat),gld.sdat)
         ,ss.ssyr
 )
+----------increment the baseline selection---------------------
 ,incr AS (
 SELECT
     o."ddord#"
@@ -489,11 +481,11 @@ SELECT
     ,o."dilin#"
     ,o.quoten
     ,o.quotel
-    ,o.dcodat + interval '1 year'   --incremented
-    ,o.ddqdat + interval '1 year'   --incremented
+    ,o.dcodat + interval '5 years'   --incremented
+    ,o.ddqdat + interval '5 years'   --incremented
     ,o.dcmdat
     ,o.fesdat
-    ,o.dhidat + interval '1 year'   --incremented
+    ,o.dhidat + interval '5 years'   --incremented
     ,o.fesind
     ,o.dhpost
     ,gld.fspr                       --incremented
@@ -577,22 +569,23 @@ SELECT
     ,o.fb_cst_loc_fut
     ,o.calc_status
     ,o.flag
-    ,o.odate + interval '1 year'    --incremented
-    ,o.oseas + 1                    --incremented
-    ,o.rdate + interval '1 year'    --incremented
-    ,o.rseas + 1                    --incremented
-    ,o.pdate + interval '1 year'    --incremented
-    ,o.pseas + 1                    --incremented
-    ,o.sdate + interval '1 year'    --incremented
-    ,o.sseas + 1                    --incremented
-    ,'b23' "version"
+    ,o.odate + interval '5 years'    --incremented
+    ,o.oseas + 5                    --incremented
+    ,o.rdate + interval '5 years'    --incremented
+    ,o.rseas + 5                    --incremented
+    ,o.pdate + interval '5 years'    --incremented
+    ,o.pseas + 5                    --incremented
+    ,o.sdate + interval '5 years'    --incremented
+    ,o.sseas + 5                    --incremented
+    ,'b24' "version"
     ,'copy' iter
 FROM
     baseline o
-    LEFT OUTER JOIN gld ON
-        o.sdate + interval '1 year' BETWEEN gld.sdat and gld.edat
+    LEFT OUTER JOIN rlarp.gld ON
+        (o.sdate + interval '5 years') BETWEEN gld.sdat and gld.edat
 WHERE
-    o.odate + interval '1 year' >= '2023-06-01'
+    true
+    --o.odate + interval '5 years' >= '2023-06-01'
 )
 --INSERT INTO rlarp.osmf
 SELECT

build/convert_pool_all.sql

@@ -3,11 +3,12 @@ LANGUAGE plpgsql AS
 $func$
 BEGIN
 
-DELETE FROM rlarp.osmfs_dev;
+DELETE FROM rlarp.osmfs;
 
 INSERT INTO
-    rlarp.osmfs_dev
+    rlarp.osmfs
 SELECT
+    ------------document ids---------------------
     null::int4,
     null::int4,
     null::int4,
@@ -16,14 +17,17 @@ SELECT
     null::int4,
     null::int4,
     null::int4,
+    ------------document dates-------------------
     order_date,
     request_date,
     null::date,
     null::date,
     ship_date,
+    ------------document flags-------------------
     null::text,
     null::text,
     fspr,
+    ------------document quantities--------------
     null::numeric,
     null::numeric,
     null::numeric,
@@ -31,6 +35,7 @@ SELECT
     null::numeric,
     null::numeric,
     null::jsonb,
+    ------------document attributes--------------
     null::text,
     plnt,
     promo,
@@ -38,6 +43,7 @@ SELECT
     terms,
     null::text,
     null::text,
+    ------------customer info---------------------
     null::text,
     rtrim(substring(bill_cust_descr,1,8)),
     null::text,
@@ -61,6 +67,7 @@ SELECT
     null::text,
     null::text,
     null::text,
+    ------------product info----------------------
     part,
     null::text,
     null::text,
@@ -84,8 +91,10 @@ SELECT
     null::text,
     null::text,
     null::text,
+    null::text,
     null::numeric,
     null::numeric,
+    ------------fiscal info-----------------------
     null::text,
     fs_line,
     r_currency,
@@ -101,12 +110,15 @@ SELECT
     cost_loc,
     null::numeric,
     null::numeric,
+    ------------status info-----------------------
     calc_status,
     flag,
     order_date,
     order_season,
     request_date,
     request_season,
+    null::date promise_date,
+    null::int  promise_season,
     ship_date,
     ship_season,
     version,
@@ -115,37 +127,39 @@ SELECT
 FROM
     rlarp.osm_pool
 WHERE
-    version <> 'actuals'
+    true;
+    --substring(iter,1,7) <> 'actuals';
 
 -------need to set item master values before other things-----------
 UPDATE
-    RLARP.OSMFS_DEV O
+    RLARP.osmfs O
 SET
-    STYC = M.STLC
-    ,COLC = M.COLC
-    ,COLGRP = M.COLGRP
-    ,COLTIER = M.COLTIER
-    ,COLSTAT = M.COLSTAT
-    ,SIZC = M.SIZC
-    ,PCKG = M.PACKAGE
-    ,KIT = M.KIT
-    ,BRND = M.BRANDING
-    ,MAJG = M.MAJG
-    ,MING = M.MING
-    ,MAJS = M.MAJS
-    ,MINS = M.MINS
-    ,GLDC = M.GLCD
-    ,GLEC = M.GLEC
-    ,HARM = M.HARM
-    ,CLSS = M.CLSS
-    ,BRAND = M.BRAND
-    ,ASSC = M.ASSC
-    ,LBS = CASE M.NWUN WHEN 'KG' THEN 2.2046 ELSE 1 END*M.NWHT
-    ,UNTI = M.UNTI
+     stlc = m.stlc
+    ,colc = m.colc
+    ,colgrp = m.colgrp
+    ,coltier = m.coltier
+    ,colstat = m.colstat
+    ,sizc = m.sizc
+    ,uomp = m.uomp
+    ,suffix = m.suffix
+    ,accs_ps = m.accs_ps
+    ,brnd = m.branding
+    ,majg = m.majg
+    ,ming = m.ming
+    ,majs = m.majs
+    ,mins = m.mins
+    ,gldc = m.glcd
+    ,glec = m.glec
+    ,harm = m.harm
+    ,clss = m.clss
+    ,brand = m.brand
+    ,assc = m.assc
+    ,lbs = CASE m.nwun WHEN 'kg' THEN 2.2046 ELSE 1 END*m.nwht
+    ,unti = m.unti
 FROM
-    RLARP.ITEMM M
+    "CMS.CUSLG".itemm m
 WHERE
-    M.ITEM = O.PART;
+    m.item = o.part;
 
 
 WITH
@@ -154,7 +168,7 @@ plist AS (
         part
         ,plnt
     FROM
-        rlarp.osmfS_dev
+        rlarp.osmfs
 )
 ,clist AS (
     SELECT
@@ -174,7 +188,7 @@ plist AS (
             AND ir.y0plnt = p.plnt
 )
 UPDATE
-    rlarp.osmfs_dev o
+    rlarp.osmfs o
 SET
     fb_cst_loc_cur = c.stdcost * o.fb_qty
 FROM
@@ -186,7 +200,7 @@ WHERE
 ----------------------------SET BILL-TO REP------------------------------------
 
 UPDATE
-    RLARP.OSMFS_DEV S
+    RLARP.osmfs S
 SET
     BILL_REP = C.BVSALM
     ,BILL_CLASS = C.BVCLAS
@@ -213,7 +227,7 @@ WHERE
 ----------------------------SET SHIP-TO REP------------------------------------
 
 UPDATE
-    RLARP.OSMFS_DEV S
+    RLARP.osmfs S
 SET
     SHIP_REP = C.BVSALM
     ,SHIP_CLASS = C.BVCLAS
@@ -226,18 +240,18 @@ FROM
 WHERE
     C.BVCUST = S.SHIP_CUST
     AND (
-        COALESCE(S.SHIP_REP,'') <> C.BVSALM 
-        OR COALESCE(S.SHIP_CLASS,'') <> C.BVCLAS 
-        OR COALESCE(S.SHIP_TERR,'') <> C.BVTERR
-        OR COALESCE(dest_CTRY,'') <> C.bvctry 
-        OR COALESCE(dest_prov,'') <> C.bvprcd
-        OR COALESCE(dest_post,'') <> C.bvpost 
+           COALESCE(s.ship_rep,'') <> c.bvsalm 
+        OR COALESCE(s.ship_class,'') <> c.bvclas 
+        OR COALESCE(s.ship_terr,'') <> c.bvterr
+        OR COALESCE(dest_ctry,'') <> c.bvctry 
+        OR COALESCE(dest_prov,'') <> c.bvprcd
+        OR COALESCE(dest_post,'') <> c.bvpost 
     );
 
 ----------------------------SET BILLTO GROUP------------------------------------
 
 UPDATE
-    RLARP.OSMFS_DEV O
+    RLARP.osmfs O
 SET
     ACCOUNT = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
 FROM
@@ -251,7 +265,7 @@ WHERE
 ----------------------------SET SHIPTO GROUP------------------------------------
 
 UPDATE
-    RLARP.OSMFS_DEV O
+    RLARP.osmfs O
 SET
     SHIPGRP = CASE BVADR6 WHEN '' THEN BVNAME ELSE BVADR6 END
 FROM
@@ -265,7 +279,7 @@ WHERE
 
 
 UPDATE
-    rlarp.osmFS_dev
+    rlarp.osmfs
 SET
     CHAN =  CASE SUBSTRING(BILL_CLASS,2,3) 
                 --if the bill to class is ditsributor, then it's either warehouse or drop
@@ -321,7 +335,7 @@ WHERE
 
 
 UPDATE
-    RLARP.OSMFS_DEV S
+    RLARP.osmfs S
 SET
     DSM = CR.QUOTA_REP
 FROM
@@ -349,8 +363,8 @@ FROM
         END QUOTA_REP
 
     FROM 
-        RLARP.OSMFS_DEV S
-        LEFT OUTER JOIN LGDAT.CUST ON
+        RLARP.osmfs S
+        LEFT OUTER JOIN lgdat.cust ON
             BVCUST = BILL_CUST
         LEFT OUTER JOIN lgpgm.usrcust cu ON 
             cu.cucust = s.bill_cust
@@ -358,7 +372,7 @@ FROM
         COALESCE(GLEC,'') IS NOT NULL
     ) CR
 WHERE
-    CR.VERSION = S.VERSION
+        CR.VERSION = S.VERSION
     AND CR.GLEC = COALESCE(S.GLEC,'')
     AND CR.MING = COALESCE(S.MING,'')
     AND CR.BILL_CUST = S.BILL_CUST 
@@ -369,7 +383,7 @@ WHERE
 -------------------set fiscal period--------------------------------------
 
 UPDATE
-    rlarp.osmfs_dev f
+    rlarp.osmfs f
 SET
     fspr = gld.fspr
 FROM
@@ -430,7 +444,7 @@ WHERE
 
 --DELETE FROM rlarp.osmf_dev WHERE iter IN ('adj price','adj volume');
 
---INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmfs_dev;
+--INSERT INTO rlarp.osmf_dev SELECT * FROM rlarp.osmf;
 
 COMMIT;
 END

build/rebuild_script.sh

@@ -1,7 +1,9 @@
 #!/bin/bash
 #$PG -f ./build_stage.sql;
 #$PG -f ./build_rolling.sql;
-$PG -f ./snap_itemm.sql;
-$PG -f ./snap_cost_current.sql;
-$PG -f ./snap_customer.sql;
-$PG -f ./build_pool.sql;
+$PG -f ./build/build_forecast.sql
+$PG -f ./build/snap_itemm.sql;
+$PG -f ./build/snap_cost_current.sql;
+$PG -f ./build/snap_customer.sql;
+$PG -f ./build/build_pool.sql;
+$PG -c "CALL rlarp.convert_pool_all();"

inquirey/osmf_months.sql

@@ -1,15 +1,22 @@
 SELECT
+    --o.glec
     to_char(CASE WHEN extract(month FROM o.odate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.odate),'FM00')||' - '||to_char(o.odate,'TMMon') order_month
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2021 AND iter = 'plan'),0) plan2021
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2022 AND iter = 'plan'),0) plan2022
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2021 AND iter = 'diff'),0) diff2021
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2022 AND iter = 'diff'),0) diff2022
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2021 AND iter = 'actuals'),0) act2021
-    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2022 AND iter = 'actuals'),0) act2022
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2019 AND iter = 'actuals'),0)         act2019
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2019 AND iter = 'actuals_plug'),0)    act2019_plug
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2019 ),0)                             total_baseline
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2024 AND version = 'b24'),0)          plan2024
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE oseas = 2024 ),0)                             full2024
 FROM
-    rlarp.osmfs_dev o
+    rlarp.osmf o
 WHERE
-    oseas IN (2021,2022)
+    --oseas IN (2023,2024)
+    substring(glec,1,1) <= '2'
     --AND quota_rep_descr = 'COLIN MAXWELL'
 GROUP BY
-    to_char(CASE WHEN extract(month FROM o.odate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.odate),'FM00')||' - '||to_char(o.odate,'TMMon')
+    ROLLUP (
+        --o.glec,
+        to_char(CASE WHEN extract(month FROM o.odate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.odate),'FM00')||' - '||to_char(o.odate,'TMMon')
+        )
+ORDER BY
+    --o.glec,
+    order_month

inquirey/osmf_months_shipped.sql

@@ -0,0 +1,22 @@
+SELECT
+    --o.glec
+    to_char(CASE WHEN extract(month FROM o.sdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.sdate),'FM00')||' - '||to_char(o.sdate,'TMMon') order_month
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE sseas = 2019 AND version IN ('b24') AND iter = 'actuals'),0)          act2019
+    --,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE sseas = 2019 AND version IN ('b24') AND iter = 'actuals_plug'),0)     act2019
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE sseas = 2019 AND version IN ('b24')),0)                               total_baseline
+    ,ROUND(SUM(fb_val_loc * r_rate) FILTER (WHERE sseas = 2024 ),0)                                                     plan2024
+FROM
+    rlarp.osmf o
+WHERE
+    true
+    --sseas IN (2023,2024)
+    --AND substring(glec,1,1) <= '2'
+    --AND quota_rep_descr = 'COLIN MAXWELL'
+GROUP BY
+    ROLLUP (
+        --o.glec,
+        to_char(CASE WHEN extract(month FROM o.sdate) >= 6 THEN -5 ELSE 7 END + extract(month FROM o.sdate),'FM00')||' - '||to_char(o.sdate,'TMMon')
+        )
+ORDER BY
+    --o.glec,
+    order_month

route_sql/addmonth_vupd.sql

@@ -1,4 +1,4 @@
-WITH 
+WITH
 /*
 the volume must be expressed in terms of units, since that is what it will be scaling
 */
@@ -55,7 +55,7 @@ target AS (select target_volume vincr, target_price pincr)
         testv
 )
 ,GLD AS MATERIALIZED (
-	SELECT 
+	SELECT
 		N1COMP COMP
 		,N1CCYY FSYR
 		,KPMAXP PERDS
@@ -65,19 +65,19 @@ target AS (select target_volume vincr, target_price pincr)
 		,N1ED01 EDAT
         ,daterange(n1sd01, n1ed01,'[]') drange
 		,to_char(N1ED01,'yymm') CAPR
-		,N1ED01 - N1SD01 +1 NDAYS 
+		,N1ED01 - N1SD01 +1 NDAYS
 		,CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(YEAR FROM N1ED01) + 1 ELSE EXTRACT(YEAR FROM N1ED01) END SSYR
 		,to_char(CASE WHEN EXTRACT(MONTH FROM N1ED01) >= 6 THEN EXTRACT(MONTH FROM N1ED01) -5  ELSE EXTRACT(MONTH FROM N1ED01) +7 END,'FM00') SSPR
-	FROM 
-		LGDAT.GLDATREF 
-		INNER JOIN LGDAT.GLDATE ON 
-			KPCOMP = N1COMP AND 
+	FROM
+		LGDAT.GLDATREF
+		INNER JOIN LGDAT.GLDATE ON
+			KPCOMP = N1COMP AND
 			KPCCYY = N1CCYY
 	WHERE
 		N1COMP = 93
 )
 ,mseq AS (
-    SELECT * FROM 
+    SELECT * FROM
     (
         VALUES
         ('01 - Jun',1,6,-1)
@@ -95,7 +95,7 @@ target AS (select target_volume vincr, target_price pincr)
     ) x(m,s,cal,yr)
 )
 ,alldates AS MATERIALIZED(
-    SELECT  
+    SELECT
         promo
         ,terms
         ,order_month
@@ -112,7 +112,7 @@ target AS (select target_volume vincr, target_price pincr)
         -----------------scenario----------------------------
         where_clause
         -----------------additional params-------------------
-        AND CASE (SELECT flag FROM flagv) 
+        AND CASE (SELECT flag FROM flagv)
             WHEN 'scale all' THEN true
             WHEN 'scale copy' THEN iter IN ('plan','diff','copy')
             WHEN 'scale new part' THEN module = 'new basket'
@@ -177,13 +177,13 @@ target AS (select target_volume vincr, target_price pincr)
         mmix
 )
 ,closest AS (
-    SELECT 
+    SELECT
         _month, targm.s, m
-    FROM 
-        mmixp 
+    FROM
+        mmixp
         CROSS JOIN targm
-    ORDER BY 
-    abs(seq - targm.s) ASC 
+    ORDER BY
+    abs(seq - targm.s) ASC
     LIMIT 1
 )
 ---------------------the role of basemix here is to get non-dated info which is then dated in the next step---------------------
@@ -234,7 +234,7 @@ SELECT
         -----------------scenario----------------------------
         where_clause
         -----------------additional params-------------------
-        AND CASE (SELECT flag FROM flagv) 
+        AND CASE (SELECT flag FROM flagv)
             WHEN 'scale all' THEN true
             WHEN 'scale copy' THEN iter IN ('plan','diff','copy')
             WHEN 'scale new part' THEN module = 'new basket'
@@ -323,15 +323,15 @@ SELECT
     ,round(b.cost_usd*s.factor*m.momix ,2) cost_usd
     ,b.calc_status
     ,b.flag
-    ,make_date(mseq.yr + 2022,mseq.cal,m.odom) order_date
-    ,od.sspr || ' - ' || to_char(make_date(mseq.yr + 2022,mseq.cal,m.odom),'Mon') order_month
+    ,make_date(mseq.yr + 2024,mseq.cal,m.odom) order_date
+    ,od.sspr || ' - ' || to_char(make_date(mseq.yr + 2024,mseq.cal,m.odom),'Mon') order_month
     ,od.ssyr order_season
-    ,make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag request_date
-    ,rd.sspr || ' - ' ||to_char(make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag,'Mon')  request_month
+    ,make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag request_date
+    ,rd.sspr || ' - ' ||to_char(make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag,'Mon')  request_month
     ,rd.ssyr request_season
-    ,make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag + slag ship_date
-    ,sd.sspr || ' - ' || to_char(make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag + slag,'Mon') ship_month
-    ,sd.ssyr ship_season    
+    ,make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag + slag ship_date
+    ,sd.sspr || ' - ' || to_char(make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag + slag,'Mon') ship_month
+    ,sd.ssyr ship_season
     ,'replace_version' "version"
     ,'replace_source'||' volume'  iter
     ,log.id
@@ -347,11 +347,11 @@ FROM
     LEFT OUTER JOIN  mseq ON
         mseq.m = closest.m
     LEFT OUTER JOIN gld od ON
-        make_date(mseq.yr + 2022,mseq.cal,m.odom) BETWEEN od.sdat AND od.edat
+        make_date(mseq.yr + 2024,mseq.cal,m.odom) BETWEEN od.sdat AND od.edat
     LEFT OUTER JOIN gld rd ON
-        make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag BETWEEN rd.sdat AND rd.edat
+        make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag BETWEEN rd.sdat AND rd.edat
     LEFT OUTER JOIN gld sd ON
-        make_date(mseq.yr + 2022,mseq.cal,m.odom) + rlag + slag BETWEEN sd.sdat AND sd.edat
+        make_date(mseq.yr + 2024,mseq.cal,m.odom) + rlag + slag BETWEEN sd.sdat AND sd.edat
 WHERE
     m._month = (SELECT _month FROM closest)
 )
@@ -362,7 +362,7 @@ WHERE
         ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
             0
         ELSE
-            ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(value_loc * r_rate) FROM volume) 
+            ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume))/(SELECT sum(value_loc * r_rate) FROM volume)
         END factor
         ,CASE WHEN (SELECT sum(value_loc * r_rate) FROM volume) = 0 THEN
             CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum(value_loc * r_rate) FROM volume)) <> 0 THEN
@@ -421,7 +421,7 @@ SELECT
     ,b.request_season
     ,b.ship_date
     ,b.ship_month
-    ,b.ship_season    
+    ,b.ship_season
     ,'replace_version' "version"
     ,'replace_source'||' price'  iter
     ,log.id

route_sql/adj_totals.sql

@@ -19,13 +19,13 @@ FROM
     LEFT OUTER JOIN rlarp.osm_log ON
         id = logid
 WHERE
-    order_season = 2022
+    order_season = 2024
 GROUP BY
     director
     ,quota_rep_descr
     ,part
-    ,bill_cust_descr 
-    ,ship_cust_descr 
+    ,bill_cust_descr
+    ,ship_cust_descr
     ,order_month
     ,doc->>'stamp'
     ,logid
@@ -43,7 +43,7 @@ SELECT
     ,(max(stamp) FILTER (WHERE tag <> 'Initial Build'))::timestamptz "last edit"
 FROM
     preagg
-GROUP BY 
+GROUP BY
     GROUPING SETS (
         (director,quota_rep_descr),
         (director),

route_sql/new_basket.sql

@@ -1,3 +1,4 @@
+-- Connection: usmidsap01.ubm
 WITH
 /*
 the volume must be expressed in terms of units, since that is what it will be scaling
@@ -46,10 +47,10 @@ target AS (select $$replace_request$$::json def)
         ,('12 - May',12,5,0)
     ) x(m,s,cal,yr)
 )
-,SEG AS (
+,seg AS (
     SELECT
-        x.GLEC
-        ,x.SEGM
+        x.GLEC glec
+        ,x.SEGM segm
     FROM
         (
             VALUES
@@ -70,19 +71,6 @@ target AS (select $$replace_request$$::json def)
             ('9TO','Other')
         ) X(GLEC, SEGM)
 )
-,REPC AS (
-    SELECT
-        LTRIM(RTRIM(C.A9)) RCODE
-        ,c.a30 rname
-        ,LTRIM(RTRIM(C.A9)) || ' - ' || C.A30 REPP
-        ,COALESCE(Q.DIR,'Other') DIRECTOR
-    FROM
-        LGDAT.CODE C
-        LEFT OUTER JOIN RLARP.QRH Q ON
-            Q.QR = LTRIM(RTRIM(C.A9))
-    WHERE
-        C.A2 = 'MM'
-)
 ,copr AS (
     SELECT
         LTRIM(RTRIM(A9)) AS COMP,
@@ -251,13 +239,13 @@ SELECT
         ,substring(jr.part_descr,1,8) part_group
         ,mxm.qty*mxm.momix*jr.mix units
         ,mxm.amount*mxm.momix*jr.mix value_usd --assume that target dollars are USD
-        ,make_date(mxm.yr + 2022,mxm.cal,mxm.odom) order_date
+        ,make_date(mxm.yr + 2024,mxm.cal,mxm.odom) order_date
         ,od.sortmo order_month
         ,od.ssyr order_season
-        ,make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag request_date
+        ,make_date(mxm.yr + 2024,mxm.cal,mxm.odom) + rlag request_date
         ,rd.sortmo request_month
         ,rd.ssyr request_season
-        ,make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag + slag ship_date
+        ,make_date(mxm.yr + 2024,mxm.cal,mxm.odom) + rlag + slag ship_date
         ,sd.sortmo ship_month
         ,sd.ssyr ship_season
         ,jr.mix
@@ -267,11 +255,11 @@ SELECT
         JOIN LATERAL json_to_record(ae.e) as jr(part_descr text, bill_cust_descr text, ship_cust_descr text, mix numeric) ON true
         CROSS JOIN mxm
         LEFT OUTER JOIN gld od ON
-            od.drange @> make_date(mxm.yr + 2022,mxm.cal,mxm.odom)
+            od.drange @> make_date(mxm.yr + 2024,mxm.cal,mxm.odom)
         LEFT OUTER JOIN gld rd ON
-            rd.drange @> (make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag)
+            rd.drange @> (make_date(mxm.yr + 2024,mxm.cal,mxm.odom) + rlag)
         LEFT OUTER JOIN gld sd ON
-            sd.drange @> (make_date(mxm.yr + 2022,mxm.cal,mxm.odom) + rlag + slag)
+            sd.drange @> (make_date(mxm.yr + 2024,mxm.cal,mxm.odom) + rlag + slag)
 )
 --SELECT * FROM basemix
 ,log AS (
@@ -285,9 +273,9 @@ SELECT
     ,COALESCE(b.terms,bc.bvterm) terms
     ,b.bill_cust_descr
     ,b.ship_cust_descr
-    ,(SELECT max(rcode) FROM repc WHERE rname = log.doc->'scenario'->>'quota_rep_descr') dsm
+    ,(SELECT max(rcode) FROM rlarp.repc WHERE repp ~ (log.doc->'scenario'->>'quota_rep_descr')) dsm
     ,log.doc->'scenario'->>'quota_rep_descr' quota_rep_descr
-    ,(SELECT max(director) FROM repc WHERE rname = log.doc->'scenario'->>'quota_rep_descr') director
+    ,(SELECT max(director) FROM rlarp.repc WHERE repp ~ (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 sc.BVADR6 END,b.ship_cust_descr) shipto_group
     ,CASE SUBSTRING(bc.bvclas,2,3)
@@ -329,11 +317,11 @@ SELECT
     ,rx.rate r_rate          --master data
     ,copr.curr c_currency          --master data
     ,cx.rate c_rate          --master data
-    ,round(b.units                                                 ,2) units
-    ,round(b.value_usd / COALESCE(rx.rate,1)                       ,2) value_loc --b.value is denominated in USD, need to apply currency to get to local, assume 1 if using a fake customer
-    ,round(b.value_usd                                             ,2) value_usd --b.value is already denominated in usd
-    ,round(COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.units        ,2) cost_loc
-    ,round(COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.units*cx.rate,2) cost_usd
+    ,round(b.units                                                            ,2) units
+    ,round((b.value_usd / COALESCE(rx.rate,1))::numeric                       ,2) value_loc --b.value is denominated in USD, need to apply currency to get to local, assume 1 if using a fake customer
+    ,round(b.value_usd                                                        ,2) value_usd --b.value is already denominated in usd
+    ,round((COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.units)::numeric        ,2) cost_loc
+    ,round((COALESCE(im.cgstcs,ip.chstcs, ir.y0stcs)*b.units*cx.rate)::numeric,2) cost_usd
     ,'CLOSED' calc_status
     ,'SHIPMENT' flag
     ,b.order_date
@@ -363,52 +351,20 @@ FROM
         BC.BVCUST = rtrim(substring(b.bill_cust_descr,1,8))
     LEFT OUTER JOIN LGDAT.CUST SC ON
         SC.BVCUST = rtrim(substring(b.ship_cust_descr,1,8))
-    LEFT OUTER JOIN REPC ON
-        REPC.RCODE = RTRIM(
-                        --retail items go to currep, or if null go to 90005
-                        CASE WHEN i.glec IN ('1RE','1CU') THEN
-                            CASE WHEN bc.bvctry = 'CAN' THEN
-                                --Rachel Bowman
-                                '50300'
-                            ELSE
-                                --select customers go to select reps
-                                CASE CASE bc.BVADR6 WHEN '' THEN bc.BVNAME ELSE bc.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 i.MING = 'B52' THEN
-                                'PW'
-                            --gdir, ndir go to bill-to rep
-                            ELSE
-                                CASE WHEN bc.bvclas IN ('GDIR','NDIR') THEN
-                                    bc.bvsalm
-                                ELSE
-                                    sc.bvsalm
-                                END
+    LEFT OUTER JOIN rlarp.repc r ON
+             r.rcode =  CASE WHEN i.ming = '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(seg.segm,'') = 'Retail' AND  COALESCE((SELECT currep FROM lgpgm.usrcust where cucust = bc.bvcust),'') <> '' 
+                                THEN 
+                                    (SELECT currep FROM lgpgm.usrcust where cucust = bc.bvcust)
+                                --default logic
+                                ELSE 
+                                    CASE SUBSTR(bc.bvclas,2,3)
+                                        WHEN 'DIS' THEN sc.bvsalm
+                                        ELSE bc.bvsalm
+                                    END
                             END
                         END
-                    )
     LEFT OUTER JOIN lgdat.icstm im ON
         im.cgpart = b.part
         AND im.cgplnt = i.dplt
@@ -423,13 +379,13 @@ FROM
     LEFT OUTER JOIN copr ON
         copr.comp = yacomp::text
     LEFT OUTER JOIN rlarp.ffcret cx ON
-        cx.perd = '2101'
-        AND cx.rtyp = 'BG'
+        cx.perd = '2310'
+        AND cx.rtyp = 'MA'
         AND cx.fcur = copr.curr
         AND cx.tcur = 'US'
     LEFT OUTER JOIN rlarp.ffcret rx ON
-        rx.perd = '2101'
-        AND rx.rtyp = 'BG'
+        rx.perd = '2310'
+        AND rx.rtyp = 'MA'
         AND rx.fcur = COALESCE(bc.bvcurr,b.r_currency)
         AND rx.tcur = 'US'
 )

route_sql/scale_vupd_sales.sql

@@ -1,4 +1,4 @@
-WITH 
+WITH
 target AS (select target_vol vincr, target_prc pincr)
 ,testv AS (
     SELECT
@@ -39,17 +39,17 @@ target AS (select target_vol vincr, target_prc pincr)
 ,basemix AS (
     SELECT
         fspr
-        ,plnt          ---master data 
+        ,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 
+        ,quota_rep_descr          --master data
         ,director
-        ,billto_group          --master data 
+        ,billto_group          --master data
         ,shipto_group
-        ,chan          --master data 
+        ,chan          --master data
         ,chansub
         ,chan_retail
         ,part
@@ -62,18 +62,18 @@ target AS (select target_vol vincr, target_prc pincr)
         ,mins_descr
         ,segm
         ,substance
-        ,fs_line          --master data 
+        ,fs_line          --master data
         ,r_currency          --history cust mix
-        ,r_rate          --master data 
-        ,c_currency          --master data 
-        ,c_rate          --master data 
+        ,r_rate          --master data
+        ,c_currency          --master data
+        ,c_rate          --master data
         ,sum(coalesce(units,0)) units          --history value
         ,sum(coalesce(value_loc,0)) value_loc          --history value
-        ,sum(coalesce(value_usd,0)) value_usd          --0 
+        ,sum(coalesce(value_usd,0)) value_usd          --0
         ,sum(coalesce(cost_loc,0)) cost_loc          --history part mix
         ,sum(coalesce(cost_usd,0)) cost_usd
-        ,calc_status          --0 
-        ,flag          --0 
+        ,calc_status          --0
+        ,flag          --0
         ,order_date          --history date mix
         ,order_month
         ,order_season
@@ -88,9 +88,9 @@ target AS (select target_vol vincr, target_prc pincr)
     WHERE
         -----------------scenario----------------------------
         where_clause
-        AND ship_season = 2022
+        AND ship_season = 2024
         -----------------additional params-------------------
-        AND CASE (SELECT flag FROM flagv) 
+        AND CASE (SELECT flag FROM flagv)
                 WHEN 'scale all' THEN true
                 WHEN 'scale copy' THEN iter IN ('plan','diff','copy')
                 WHEN 'scale new part' THEN module = 'new basket'
@@ -99,17 +99,17 @@ target AS (select target_vol vincr, target_prc pincr)
         AND order_date <= ship_date
     GROUP BY
                 fspr
-        ,plnt          ---master data 
+        ,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 
+        ,quota_rep_descr          --master data
         ,director
-        ,billto_group          --master data 
+        ,billto_group          --master data
         ,shipto_group
-        ,chan          --master data 
+        ,chan          --master data
         ,chansub
         ,chan_retail
         ,part
@@ -122,13 +122,13 @@ target AS (select target_vol vincr, target_prc pincr)
         ,mins_descr
         ,segm
         ,substance
-        ,fs_line          --master data 
+        ,fs_line          --master data
         ,r_currency          --history cust mix
-        ,r_rate          --master data 
-        ,c_currency          --master data 
-        ,c_rate          --master data 
-        ,calc_status          --0 
-        ,flag          --0 
+        ,r_rate          --master data
+        ,c_currency          --master data
+        ,c_rate          --master data
+        ,calc_status          --0
+        ,flag          --0
         ,order_date          --history date mix
         ,order_month
         ,order_season
@@ -152,17 +152,17 @@ target AS (select target_vol vincr, target_prc pincr)
 ,volume AS (
     SELECT
         fspr
-        ,plnt          ---master data 
+        ,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 
+        ,quota_rep_descr          --master data
         ,director
-        ,billto_group          --master data 
+        ,billto_group          --master data
         ,shipto_group
-        ,chan          --master data 
+        ,chan          --master data
         ,chansub
         ,chan_retail
         ,part
@@ -175,18 +175,18 @@ target AS (select target_vol vincr, target_prc pincr)
         ,mins_descr
         ,segm
         ,substance
-        ,fs_line          --master data 
+        ,fs_line          --master data
         ,r_currency          --history cust mix
-        ,r_rate          --master data 
-        ,c_currency          --master data 
-        ,c_rate          --master data 
+        ,r_rate          --master data
+        ,c_currency          --master data
+        ,c_rate          --master data
         ,round(units*s.factor    ,2) units
         ,round(value_loc*s.factor,2) value_loc
         ,round(value_usd*s.factor,2) value_usd
         ,round(cost_loc*s.factor ,2) cost_loc
         ,round(cost_usd*s.factor ,2) cost_usd
-        ,calc_status          --0 
-        ,flag          --0 
+        ,calc_status          --0
+        ,flag          --0
         ,order_date          --history date mix
         ,order_month
         ,order_season
@@ -233,17 +233,17 @@ FROM
 ,pricing AS (
     SELECT
         fspr
-        ,plnt          ---master data 
+        ,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 
+        ,quota_rep_descr          --master data
         ,director
-        ,billto_group          --master data 
+        ,billto_group          --master data
         ,shipto_group
-        ,chan          --master data 
+        ,chan          --master data
         ,chansub
         ,chan_retail
         ,part
@@ -256,18 +256,18 @@ FROM
         ,mins_descr
         ,segm
         ,substance
-        ,fs_line          --master data 
+        ,fs_line          --master data
         ,r_currency          --history cust mix
-        ,r_rate          --master data 
-        ,c_currency          --master data 
-        ,c_rate          --master data 
+        ,r_rate          --master data
+        ,c_currency          --master data
+        ,c_rate          --master data
         ,0::numeric units
         ,round((CASE WHEN s.factor = 0 THEN b.units * s.mod_price/b.r_rate ELSE b.value_loc*s.factor END)::numeric,2) value_loc
         ,round((CASE WHEN s.factor = 0 THEN b.units * s.mod_price ELSE b.value_usd*s.factor END)::numeric         ,2) value_usd
         ,0::numeric cost_loc
         ,0::numeric cost_usd
-        ,calc_status          --0 
-        ,flag          --0 
+        ,calc_status          --0
+        ,flag          --0
         ,order_date          --history date mix
         ,order_month
         ,order_season

route_sql/scenario_package.sql

@@ -36,6 +36,7 @@ FROM
     rlarp.osm_pool
 WHERE
     where_clause
+    --quota_rep_descr = 'MATTHEW STAAL'
     AND order_season IN (2023,2024)
 GROUP BY
     order_season
@@ -94,14 +95,14 @@ GROUP BY
     SELECT
         order_month
         ,seq
-        ,SUM(units) FILTER (WHERE order_season = 2023) "2023 qty"
-        ,SUM(units) FILTER (WHERE order_season = 2024 AND iter IN ('copy','short ship','bad_ship','plan')) "2024 base qty"
-        ,SUM(units) FILTER (WHERE order_season = 2024 AND iter NOT IN ('copy','short ship','bad_ship','plan')) "2024 adj qty"
-        ,SUM(units) FILTER (WHERE order_season = 2024) "2024 tot qty"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2023) "2023 value_usd"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2024 AND iter IN ('copy','short ship','bad_ship','plan')) "2024 base value_usd"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2024 AND iter NOT IN ('copy','short ship','bad_ship','plan')) "2024 adj value_usd"
-        ,SUM(value_usd) FILTER (WHERE order_season = 2024) "2024 tot value_usd"
+        ,SUM(units) FILTER (WHERE order_season = 2023)                                                              "2023 qty"
+        ,SUM(units) FILTER (WHERE order_season = 2024 AND iter IN ('copy','short ship','bad_ship','plan'))          "2024 base qty"
+        ,SUM(units) FILTER (WHERE order_season = 2024 AND iter NOT IN ('copy','short ship','bad_ship','plan'))      "2024 adj qty"
+        ,SUM(units) FILTER (WHERE order_season = 2024)                                                              "2024 tot qty"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2023)                                                          "2023 value_usd"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2024 AND iter IN ('copy','short ship','bad_ship','plan'))      "2024 base value_usd"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2024 AND iter NOT IN ('copy','short ship','bad_ship','plan'))  "2024 adj value_usd"
+        ,SUM(value_usd) FILTER (WHERE order_season = 2024)                                                          "2024 tot value_usd"
     FROM
         months
     GROUP BY