Added for Sales Performance Dashboard

git-svn-id: http://15.206.35.175/svn/proteus/business-java/trunk@217941 ce508802-f39f-4f6c-b175-0d175dae99d5

webitm-dashboard/ibase/dashboard/module-resource/sfa/sql/chc/C19LSUN001/Sales_Performance_Dashboard.sql

+Insert into CHCSFA.DASHBOARD_COMP (USER_ID,PAGE_ID,COMP_ID,TITLE,URI,WIDTH,HEIGHT,ROW_NO,COLUMN_NO,COMP_TYPE,COMP_NAME,
+ENTITY_TYPE,ENTITY_CODE,DBR_RESOURCE,DATA_MODEL) 
+values (<PROFILE_ID>,<PAGE_ID>,1,'Sales Performance',null,350,0,0,1,'ANG','ANG','F',<PROFILE_ID>,'chc_sales_performance',null);
+
+Insert into CHCSFA.DASHBOARD_PAGES (USER_ID,PAGE_ID,TITLE,URI,IMAGE_URI,PAGE_TYPE,ENTITY_TYPE,ENTITY_CODE,CHG_USER,CHG_TERM,
+CHG_DATE,COMP_TYPE,DATA_MODEL,DBR_RESOURCE,COMP_NAME) 
+values (<PROFILE_ID>,<PAGE_ID>,'Sales Performance',null,null,'T','F',<PROFILE_ID>,'SYSTEM','SYSTEM',sysdate,'ANG ',null,null,'ANG');
+
+
+
+delete from GENCODES where MOD_NAME = 'W_CHC_SALES_PERF_DM';
+
+Insert into GENCODES (FLD_NAME,MOD_NAME,FLD_VALUE,DESCR,SH_DESCR,CHG_DATE,CHG_USER,CHG_TERM,ACTIVE,UDF_STR1,UDF_STR2,UDF_STR3) 
+values ('SALES_FW','W_CHC_SALES_PERF_DM','200','Field Work Days','YTD',SYSDATE,'SYSADM','SYSADM','Y','blue','chc_kpi_fw.svg','4');
+
+Insert into GENCODES (FLD_NAME,MOD_NAME,FLD_VALUE,DESCR,SH_DESCR,CHG_DATE,CHG_USER,CHG_TERM,ACTIVE,UDF_STR1,UDF_STR2,UDF_STR3) 
+values ('SALES_TC','W_CHC_SALES_PERF_DM','8500','Total Calls','YTD',SYSDATE,'SYSADM','SYSADM','Y','violet','chc_kpi_tc.svg','5');
+
+Insert into GENCODES (FLD_NAME,MOD_NAME,FLD_VALUE,DESCR,SH_DESCR,CHG_DATE,CHG_USER,CHG_TERM,ACTIVE,UDF_STR1,UDF_STR2,UDF_STR3) 
+values ('SALES_PC','W_CHC_SALES_PERF_DM','3840','Productive Calls','YTD',SYSDATE,'SYSADM','SYSADM','Y','green','chc_kpi_pc.svg','15');
+
+Insert into GENCODES (FLD_NAME,MOD_NAME,FLD_VALUE,DESCR,SH_DESCR,CHG_DATE,CHG_USER,CHG_TERM,ACTIVE,UDF_STR1,UDF_STR2,UDF_STR3) 
+values ('SALES_PMPM','W_CHC_SALES_PERF_DM','1','Per Person Per Month','YTD',SYSDATE,'SYSADM','SYSADM','Y','orange','chc_kpi_pmpm.svg','1');
+
+Insert into GENCODES (FLD_NAME,MOD_NAME,FLD_VALUE,DESCR,SH_DESCR,CHG_DATE,CHG_USER,CHG_TERM,ACTIVE,UDF_STR1,UDF_STR2,UDF_STR3) 
+values ('SALES_ACHIVMNT','W_CHC_SALES_PERF_DM','100','Sales Achievement','YTD',SYSDATE,'SYSADM','SYSADM','Y','orange','chc_kpi_achieve.svg','25');
+
+Insert into GENCODES (FLD_NAME,MOD_NAME,FLD_VALUE,DESCR,SH_DESCR,CHG_DATE,CHG_USER,CHG_TERM,ACTIVE,UDF_STR1,UDF_STR2,UDF_STR3) 
+values ('SALES_GROWTH','W_CHC_SALES_PERF_DM','100','Sales Growth','YTD',SYSDATE,'SYSADM','SYSADM','Y','blue','chc_kpi_growth.svg','50');
+

webitm-dashboard/ibase/dashboard/module-resource/sfa/sql/chc/C19LSUN001/Sales_Performance_Data_Model.sql

+Delete from SYSVIS.DATA_MODEL where DATA_MODEL = 'CHC_SALES_PERF_DM';
+Delete from SYSVIS.DATA_MODEL_INPUT where DATA_MODEL = 'CHC_SALES_PERF_DM';
+Delete from SYSVIS.DATA_MODEL_USE where DATA_MODEL = 'CHC_SALES_PERF_DM';
+
+
+Insert into SYSVIS.DATA_MODEL (DATA_MODEL,DESCR,DATA_SOURCE,SOURCE_INPUT,FORMAT,CHG_DATE,CHG_USER,CHG_TERM,VALID_DAYS,SCOPE_NAME,SOURCE_DET) 
+values ('CHC_SALES_PERF_DM','Sales Performance Dashboard','S',
+':empCode,:PRD_CODE,:PRD_CODE','json',SYSDATE,'ADMIN','SYSTEM',null,
+'empCode',
+'
+SELECT FLD_NAME, DATA_GRP, TARGET_VALUE, ACTUAL_VALUE, WEIGHTAGE_VALUE, DESCR, SH_DESCR, THEME_COLOR, ICON
+FROM TABLE( ChcSalesPerfDm.getChcSalesPerfData( ?, (CASE WHEN NVL(?,''NA'') = ''NA'' THEN ? ELSE TO_CHAR(SYSDATE,''YYYYMM'') END) ) )
+');
+
+Insert into SYSVIS.DATA_MODEL_INPUT (DATA_MODEL,OBJ_NAME,MODEL_ARGS_BL,LINE_NO,SCOPE_NAME)
+values ('CHC_SALES_PERF_DM','chc_sales_perf_dm',null,'1 ',null);
+
+Insert into SYSVIS.DATA_MODEL_USE (DATA_MODEL,OBJ_NAME,FORM_NAME,FIELD_NAME,IS_CRITICAL,POPHELP) 
+values ('CHC_SALES_PERF_DM','chc_sales_perf_dm',null,null,'Y',null);
+
+
+
+
+------------------------------------------------------------------------------------------------
+--
+------------------------------------------------------------------------------------------------
+
+Delete from SYSVIS.DATA_MODEL where DATA_MODEL = 'CHC_SALES_PERF_SUMMARY_DM';
+Delete from SYSVIS.DATA_MODEL_INPUT where DATA_MODEL = 'CHC_SALES_PERF_SUMMARY_DM';
+Delete from SYSVIS.DATA_MODEL_USE where DATA_MODEL = 'CHC_SALES_PERF_SUMMARY_DM';
+
+
+Insert into SYSVIS.DATA_MODEL (DATA_MODEL,DESCR,DATA_SOURCE,SOURCE_INPUT,FORMAT,CHG_DATE,CHG_USER,CHG_TERM,VALID_DAYS,SCOPE_NAME,SOURCE_DET) 
+values ('CHC_SALES_PERF_SUMMARY_DM','Sales Performance Dashboard Summary','S',
+':empCode,:empCode,:empCode','json',SYSDATE,'ADMIN','SYSTEM',null,
+'empCode',
+'
+SELECT EMP_CODE, 
+TRIM(EMP_FNAME) || '' '' || TRIM(EMP_MNAME) || '' '' || TRIM(EMP_LNAME) AS EMP_NAME, 
+DESIGNATION, 
+''Joined on '' || TO_CHAR(DATE_JOIN, ''dd-MON-yyyy'') AS EMP_DOJ,
+FN_GET_CHC_SALES_PERF(?, ''OVERALL_PERCENT'') AS OVERALL_PERCENT,
+FN_GET_CHC_SALES_PERF(?, ''PERCENTILE'') AS PERCENTILE
+FROM EMPLOYEE WHERE EMP_CODE = ?
+');
+
+Insert into SYSVIS.DATA_MODEL_INPUT (DATA_MODEL,OBJ_NAME,MODEL_ARGS_BL,LINE_NO,SCOPE_NAME)
+values ('CHC_SALES_PERF_SUMMARY_DM','chc_sales_perf_summ_dm',null,'1 ',null);
+
+Insert into SYSVIS.DATA_MODEL_USE (DATA_MODEL,OBJ_NAME,FORM_NAME,FIELD_NAME,IS_CRITICAL,POPHELP) 
+values ('CHC_SALES_PERF_SUMMARY_DM','chc_sales_perf_summ_dm',null,null,'Y',null);
+

webitm-dashboard/ibase/dashboard/module-resource/sfa/sql/chc/C19LSUN001/Sales_Performance_Functions.sql

+
+-- To get No. of Field Work Days
+create or replace FUNCTION FN_GET_CHC_KPI_FW(AS_OPT CHAR, AS_SALES_PERS VARCHAR, AS_DATE DATE)
+  RETURN NUMBER
+IS
+  FW_VAL NUMBER;
+
+BEGIN
+
+  IF AS_OPT = 'DAY' THEN
+    SELECT COUNT(DISTINCT SM.STRG_CODE) INTO FW_VAL
+    FROM STRG_MEET SM, FIELDACTIVITY F
+    WHERE SM.SALES_PERS = AS_SALES_PERS
+    AND TO_DATE(SM.EVENT_DATE) = TO_DATE(AS_DATE)
+    AND SM.EVENT_TYPE = F.ACTIVITY_CODE
+    AND F.ACTIVITY_TYPE= 'FW';
+  END IF;
+  
+  IF AS_OPT = 'MTD' THEN
+    SELECT COUNT(DISTINCT SM.STRG_CODE) INTO FW_VAL
+    FROM STRG_MEET SM, FIELDACTIVITY F
+    WHERE SM.SALES_PERS = AS_SALES_PERS
+    AND TO_CHAR(TO_DATE(SM.EVENT_DATE),'mm/yy') = TO_CHAR(TO_DATE(AS_DATE,'dd/mm/yy'),'mm/yy')
+    AND SM.EVENT_TYPE = F.ACTIVITY_CODE
+	  AND F.ACTIVITY_TYPE = 'FW';
+  END IF;
+  
+  IF AS_OPT = 'YTD' THEN
+    SELECT COUNT(DISTINCT SM.STRG_CODE) INTO FW_VAL
+    FROM STRG_MEET SM, FIELDACTIVITY F
+    WHERE  SM.SALES_PERS = AS_SALES_PERS
+    AND EXTRACT (YEAR FROM SM.EVENT_DATE) = EXTRACT(YEAR FROM TO_DATE(SYSDATE))
+    AND SM.EVENT_TYPE = F.ACTIVITY_CODE
+    AND F.ACTIVITY_TYPE = 'FW';
+  END IF;
+  
+RETURN FW_VAL;
+END;
+/
+
+
+-- To calculate Sales Growth w.r.t. to previous Day / Year / Last Month / Last Years this Month
+create or replace FUNCTION FN_GET_CHC_KPI_GROWTH(AS_OPT CHAR, AS_SALESPERS VARCHAR, AS_DATE date)
+  RETURN NUMBER
+IS
+  CURRENT_VAL NUMBER (14,3);
+  CURRENT_VAL_CNT NUMBER (14,3);
+  PREV_VAL  NUMBER (14,3);
+  PREV_VAL_CNT NUMBER (14,3);
+  FINAL_VAL NUMBER (14,3);
+BEGIN
+
+  FINAL_VAL := 0;
+  
+  --Sales Growth will be calculated for current day w.r.t. Previous Day 
+  IF AS_OPT = 'DAY' THEN
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO CURRENT_VAL, CURRENT_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'DD-MM-YYYY') = TO_CHAR(TO_DATE(AS_DATE), 'DD-MM-YYYY') ;
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO PREV_VAL, PREV_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'DD-MM-YYYY') = TO_CHAR(TO_DATE(AS_DATE) -1, 'DD-MM-YYYY') ;
+
+  END IF;
+  
+  --Sales Growth will be calculated for this month w.r.t. Last Month 
+  IF AS_OPT = 'MTD' THEN
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO CURRENT_VAL, CURRENT_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'YYYYMM') = TO_CHAR(TO_DATE(AS_DATE), 'YYYYMM') ;
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO PREV_VAL, PREV_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'YYYYMM') = TO_CHAR(ADD_MONTHS(TO_DATE(AS_DATE), -1), 'YYYYMM') ;
+
+  END IF;
+    
+  --Sales Growth will be calculated for this month w.r.t. Last Years this Month 
+  IF AS_OPT = 'YTD' THEN
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO CURRENT_VAL, CURRENT_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'YYYYMM') = TO_CHAR(TO_DATE(AS_DATE), 'YYYYMM') ;
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO PREV_VAL, PREV_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'YYYYMM') = TO_CHAR(ADD_MONTHS(TO_DATE(AS_DATE), -12), 'YYYYMM') ;
+
+  END IF;
+
+  --Sales Growth will be calculated for this year w.r.t. previous year 
+  IF AS_OPT = 'YEAR' THEN
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO CURRENT_VAL, CURRENT_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'YYYY') = TO_CHAR(TO_DATE(AS_DATE), 'YYYY') ;
+  
+    SELECT SUM(SALES_VAL), COUNT(SALES_VAL) INTO PREV_VAL, PREV_VAL_CNT
+    FROM DWH_INV_SRET_SUM
+    WHERE EMP_CODE = AS_SALESPERS 
+    AND TO_CHAR(TRAN_DATE, 'YYYY') = TO_CHAR(ADD_MONTHS(TO_DATE(AS_DATE), -12), 'YYYY') ;
+
+  END IF;
+  
+  
+  IF CURRENT_VAL_CNT = 0 THEN 
+    CURRENT_VAL := 0; 
+  END IF;
+  
+  IF PREV_VAL_CNT = 0 THEN 
+    PREV_VAL := 0; 
+  END IF;
+
+  IF CURRENT_VAL > 0 AND PREV_VAL > 0 THEN 
+    FINAL_VAL := ( ( CURRENT_VAL - PREV_VAL ) / CURRENT_VAL ) * 100;
+  END IF; 
+  
+  RETURN FINAL_VAL;
+END;
+/
+
+
+-- To calculate Sales Target 
+create or replace FUNCTION FN_GET_CHC_KPI_SALES_ACHIVMNT (AS_OPT CHAR, AS_SALESPERS VARCHAR)
+RETURN NUMBER 
+IS
+FINAL_VAL NUMBER(14,3);
+TARGET_VAL NUMBER(14,3);
+TARGET_VAL_CNT NUMBER(14,3);
+SALES_VAL NUMBER(14,3);
+NO_OF_SE NUMBER(14,3);
+
+AS_TERR_CODE CHAR(10);
+AS_FR_DATE DATE;
+
+BEGIN 
+      FINAL_VAL := 0;
+      
+      --To get Territory Code of Provided Sales Person
+      SELECT POOL_CODE INTO AS_TERR_CODE 
+      FROM ORG_STRUCTURE 
+      WHERE EMP_CODE = AS_SALESPERS
+      AND VERSION_ID = (SELECT MAX(Q.VERSION_ID) FROM VERSION Q WHERE TRUNC(SYSDATE) BETWEEN Q.EFF_FROM AND Q.VALID_UPTO);
+      
+     --To get Month to Date Sales Target Achivement 
+      IF AS_OPT = 'MTD' THEN
+        SELECT FR_DATE INTO AS_FR_DATE
+        FROM PERIOD 
+        WHERE TO_DATE(SYSDATE) BETWEEN FR_DATE AND TO_DATE;
+      END IF;
+      
+      --To get Year to Date Sales Target Achivement        
+      IF AS_OPT = 'YTD' THEN      
+        SELECT FR_DATE INTO AS_FR_DATE
+        FROM ACCTPRD 
+        WHERE TO_DATE(SYSDATE) BETWEEN FR_DATE AND TO_DATE;
+      END IF;
+           
+      -- Get Sales Value           
+      SELECT MAX(NO_OF_SE), SUM(SALES_VAL) INTO NO_OF_SE, SALES_VAL
+      FROM DWH_INV_SRET_SUM
+      WHERE TRAN_DATE BETWEEN AS_FR_DATE AND SYSDATE
+      AND TERRITORY_CODE = AS_TERR_CODE
+      AND EMP_CODE = AS_SALESPERS;
+      
+      -- Get Target Value
+      SELECT SUM(SALES_TARGET_VAL), COUNT(SALES_TARGET_VAL) INTO TARGET_VAL, TARGET_VAL_CNT
+      FROM DWH_SM_SALES_EXP
+      WHERE TO_DATE(PRD_CODE,'YYYYMM') BETWEEN AS_FR_DATE AND SYSDATE
+      AND TERR_CODE = AS_TERR_CODE;
+      
+      
+      IF TARGET_VAL_CNT > 0 AND TARGET_VAL > 0 THEN
+        FINAL_VAL := ( ( SALES_VAL / NO_OF_SE ) / ( TARGET_VAL / NO_OF_SE ) ) * 100 ;
+      END IF;
+      
+    RETURN FINAL_VAL;
+END;
+/
+
+
+create or replace FUNCTION FN_GET_CHC_KPI_PMPM (AS_OPT CHAR, AS_SALES_PERS VARCHAR, AS_DATE DATE)
+  RETURN NUMBER
+IS
+  FINAL_VAL NUMBER (14,3);
+
+BEGIN
+  IF AS_OPT = 'MTD' THEN
+ 
+   FINAL_VAL:= 0; 
+  END IF;
+ 
+  IF AS_OPT = 'YTD' THEN
+
+   FINAL_VAL:= 0;
+  END IF;
+  
+ RETURN FINAL_VAL;
+ 
+END;
+/
+
+
+
+create or replace FUNCTION FN_GET_CHC_SALES_PERF (AS_OPT CHAR, AS_SALES_PERS VARCHAR)
+  RETURN NUMBER
+IS
+  FINAL_VAL NUMBER (14,3);
+
+BEGIN
+
+  IF AS_OPT = 'OVERALL_PERCENT' THEN
+
+   FINAL_VAL:= 85;
+  END IF;
+  
+  IF AS_OPT = 'PERCENTILE' THEN
+
+   FINAL_VAL:= 4;
+  END IF;
+  
+  RETURN FINAL_VAL;
+ 
+END;
+/
+
+
+
+
+

webitm-dashboard/ibase/dashboard/module-resource/sfa/sql/chc/C19LSUN001/Sales_Performance_Package.sql

+
+-- CHC Sales Performance PACKAGE and TYPES
+create TYPE ChcSalesPerfDmMaster
+AS
+  OBJECT
+  (
+    FLD_NAME VARCHAR2(20), 
+    DATA_GRP VARCHAR2(20), 
+    TARGET_VALUE VARCHAR2(20), -- FLD_VALUE
+    ACTUAL_VALUE NUMBER(14,3), -- Calculated
+    DESCR VARCHAR2(120), 
+    SH_DESCR VARCHAR2(30), 
+    THEME_COLOR VARCHAR2(30), -- UDF_STR1
+    ICON VARCHAR2(30), -- UDF_STR2
+    WEIGHTAGE_VALUE NUMBER(14,3) -- UDF_STR3
+  );
+/
+
+create TYPE ChcSalesPerfTABLE
+AS TABLE OF ChcSalesPerfDmMaster;
+/
+
+create or replace PACKAGE ChcSalesPerfDm
+AS FUNCTION getChcSalesPerfData (empCode in char, prdCode in char) 
+RETURN ChcSalesPerfTABLE PIPELINED;
+END ChcSalesPerfDm;
+/
+
+create or replace PACKAGE  BODY ChcSalesPerfDm
+AS FUNCTION getChcSalesPerfData (empCode in char, prdCode in char)
+RETURN ChcSalesPerfTABLE PIPELINED IS
+BEGIN
+
+for x in (
+    -----------------------------------------------------------------SUMMARY-----------------------------------------------
+	SELECT FLD_NAME, DATA_GRP, TARGET_VALUE, ACTUAL_VALUE, DESCR, SH_DESCR, THEME_COLOR, ICON, WEIGHTAGE_VALUE
+	FROM
+	(
+	  SELECT FLD_NAME,
+	    'SALES_SUMMARY' AS DATA_GRP,
+	    FLD_VALUE AS TARGET_VALUE, 
+	    CASE
+	      WHEN TRIM(FLD_NAME) = 'SALES_TC' THEN NVL(FN_GET_CHC_KPI_TC('YTD',empCode,TO_DATE(prdCode, 'YYYYMM')),0)
+	      WHEN TRIM(FLD_NAME) = 'SALES_PC' THEN NVL(FN_GET_CHC_KPI_PC('YTD',empCode,TO_DATE(prdCode, 'YYYYMM')),0)
+	      WHEN TRIM(FLD_NAME) = 'SALES_FW' THEN NVL(FN_GET_CHC_KPI_FW('YTD',empCode,TO_DATE(prdCode, 'YYYYMM')),0)
+	      WHEN TRIM(FLD_NAME) = 'SALES_ACHIVMNT' THEN NVL(FN_GET_CHC_KPI_SALES_ACHIVMNT('YTD',empCode),0)
+	      WHEN TRIM(FLD_NAME) = 'SALES_GROWTH' THEN NVL(FN_GET_CHC_KPI_GROWTH('YTD',empCode,TO_DATE(prdCode, 'YYYYMM')),0) 
+	      WHEN TRIM(FLD_NAME) = 'SALES_PMPM' THEN NVL(FN_GET_CHC_KPI_PMPM('YTD',empCode,TO_DATE(prdCode, 'YYYYMM')),0) 
+	      ELSE 0
+	    END AS ACTUAL_VALUE, 
+	    DESCR, 
+	    SH_DESCR,
+	    UDF_STR1 AS THEME_COLOR, 
+	    UDF_STR2 AS ICON,
+	    UDF_STR3 AS WEIGHTAGE_VALUE
+	  FROM GENCODES
+	  WHERE MOD_NAME = 'W_CHC_SALES_PERF_DM'
+	)  
+)
+LOOP
+PIPE ROW (ChcSalesPerfDmMaster( x.FLD_NAME, x.DATA_GRP, nvl( x.TARGET_VALUE, '0'), nvl( x.ACTUAL_VALUE, 0), x.DESCR, x.SH_DESCR, x.THEME_COLOR, x.ICON, x.WEIGHTAGE_VALUE ));
+END LOOP;
+RETURN;
+END;
+END ChcSalesPerfDm;
+/
\ No newline at end of file