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return last part code; factor last qty into normalization, better notes on the last price sourcing

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Paul Trowbridge 2025-08-13 22:23:08 -04:00
parent 7f990ab611
commit 49748383ff
2 changed files with 52 additions and 38 deletions
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48
procs/lastprice_logic.ms.sql
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@ -1,4 +1,3 @@
-- JSON-based helper function for last price selection -- JSON-based helper function for last price selection
CREATE OR ALTER FUNCTION pricing.pick_last_price_from_hist_json ( CREATE OR ALTER FUNCTION pricing.pick_last_price_from_hist_json (
@part_stats NVARCHAR(MAX), @part_stats NVARCHAR(MAX),
@ -11,7 +10,8 @@ RETURNS @result TABLE (
qty NUMERIC(20,5), qty NUMERIC(20,5),
dataseg NVARCHAR(100), dataseg NVARCHAR(100),
ord NVARCHAR(20), ord NVARCHAR(20),
quote NVARCHAR(20) quote NVARCHAR(20),
part NVARCHAR(100)
) )
AS AS
BEGIN BEGIN
@ -27,27 +27,27 @@ BEGIN
WITH (mrq NVARCHAR(MAX) AS JSON, mrs NVARCHAR(MAX) AS JSON) flags; WITH (mrq NVARCHAR(MAX) AS JSON, mrs NVARCHAR(MAX) AS JSON) flags;
-- Helper to extract fields from a JSON object -- Helper to extract fields from a JSON object
DECLARE @dsq_price NUMERIC(20,5), @dsq_date DATE, @dsq_qty NUMERIC(20,5), @dsq_dataseg NVARCHAR(100), @dsq_ord NVARCHAR(20), @dsq_quote NVARCHAR(20); DECLARE @dsq_price NUMERIC(20,5), @dsq_date DATE, @dsq_qty NUMERIC(20,5), @dsq_dataseg NVARCHAR(100), @dsq_ord NVARCHAR(20), @dsq_quote NVARCHAR(20), @dsq_part NVARCHAR(100);
DECLARE @dss_price NUMERIC(20,5), @dss_date DATE, @dss_qty NUMERIC(20,5), @dss_dataseg NVARCHAR(100), @dss_ord NVARCHAR(20), @dss_quote NVARCHAR(20); DECLARE @dss_price NUMERIC(20,5), @dss_date DATE, @dss_qty NUMERIC(20,5), @dss_dataseg NVARCHAR(100), @dss_ord NVARCHAR(20), @dss_quote NVARCHAR(20), @dss_part NVARCHAR(100);
DECLARE @mrq_price NUMERIC(20,5), @mrq_date DATE, @mrq_qty NUMERIC(20,5), @mrq_dataseg NVARCHAR(100), @mrq_ord NVARCHAR(20), @mrq_quote NVARCHAR(20); DECLARE @mrq_price NUMERIC(20,5), @mrq_date DATE, @mrq_qty NUMERIC(20,5), @mrq_dataseg NVARCHAR(100), @mrq_ord NVARCHAR(20), @mrq_quote NVARCHAR(20), @mrq_part NVARCHAR(100);
DECLARE @mrs_price NUMERIC(20,5), @mrs_date DATE, @mrs_qty NUMERIC(20,5), @mrs_dataseg NVARCHAR(100), @mrs_ord NVARCHAR(20), @mrs_quote NVARCHAR(20); DECLARE @mrs_price NUMERIC(20,5), @mrs_date DATE, @mrs_qty NUMERIC(20,5), @mrs_dataseg NVARCHAR(100), @mrs_ord NVARCHAR(20), @mrs_quote NVARCHAR(20), @mrs_part NVARCHAR(100);
IF @dsq IS NOT NULL IF @dsq IS NOT NULL
SELECT @dsq_price = price, @dsq_date = odate, @dsq_qty = qty, @dsq_dataseg = datasegment, @dsq_ord = ordnum, @dsq_quote = quoten SELECT @dsq_price = price, @dsq_date = odate, @dsq_qty = qty, @dsq_dataseg = datasegment, @dsq_ord = ordnum, @dsq_quote = quoten, @dsq_part = part
FROM OPENJSON(@dsq) FROM OPENJSON(@dsq)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
IF @dss IS NOT NULL IF @dss IS NOT NULL
SELECT @dss_price = price, @dss_date = odate, @dss_qty = qty, @dss_dataseg = datasegment, @dss_ord = ordnum, @dss_quote = quoten SELECT @dss_price = price, @dss_date = odate, @dss_qty = qty, @dss_dataseg = datasegment, @dss_ord = ordnum, @dss_quote = quoten, @dss_part = part
FROM OPENJSON(@dss) FROM OPENJSON(@dss)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
IF @mrq IS NOT NULL IF @mrq IS NOT NULL
SELECT @mrq_price = price, @mrq_date = odate, @mrq_qty = qty, @mrq_dataseg = datasegment, @mrq_ord = ordnum, @mrq_quote = quoten SELECT @mrq_price = price, @mrq_date = odate, @mrq_qty = qty, @mrq_dataseg = datasegment, @mrq_ord = ordnum, @mrq_quote = quoten, @mrq_part = part
FROM OPENJSON(@mrq) FROM OPENJSON(@mrq)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
IF @mrs IS NOT NULL IF @mrs IS NOT NULL
SELECT @mrs_price = price, @mrs_date = odate, @mrs_qty = qty, @mrs_dataseg = datasegment, @mrs_ord = ordnum, @mrs_quote = quoten SELECT @mrs_price = price, @mrs_date = odate, @mrs_qty = qty, @mrs_dataseg = datasegment, @mrs_ord = ordnum, @mrs_quote = quoten, @mrs_part = part
FROM OPENJSON(@mrs) FROM OPENJSON(@mrs)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
-- Use the same selection logic as before -- Use the same selection logic as before
-- 1. Prefer the most recent of dss/dsq if either is within the age threshold -- 1. Prefer the most recent of dss/dsq if either is within the age threshold
@ -55,9 +55,9 @@ BEGIN
OR (@dss_date IS NOT NULL AND @dss_date > @age_threshold) OR (@dss_date IS NOT NULL AND @dss_date > @age_threshold)
BEGIN BEGIN
IF @dsq_date IS NOT NULL AND (@dss_date IS NULL OR @dsq_date >= @dss_date) AND @dsq_date > @age_threshold IF @dsq_date IS NOT NULL AND (@dss_date IS NULL OR @dsq_date >= @dss_date) AND @dsq_date > @age_threshold
INSERT INTO @result VALUES (@dsq_price, 'dsq', @dsq_date, @dsq_qty, @dsq_dataseg, @dsq_ord, @dsq_quote); INSERT INTO @result VALUES (@dsq_price, 'dsq', @dsq_date, @dsq_qty, @dsq_dataseg, @dsq_ord, @dsq_quote, @dsq_part);
ELSE IF @dss_date IS NOT NULL AND @dss_date > @age_threshold ELSE IF @dss_date IS NOT NULL AND @dss_date > @age_threshold
INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote); INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote, @dss_part);
RETURN; RETURN;
END END
@ -65,25 +65,25 @@ BEGIN
IF (@mrq_date IS NOT NULL OR @mrs_date IS NOT NULL) IF (@mrq_date IS NOT NULL OR @mrs_date IS NOT NULL)
BEGIN BEGIN
IF @mrq_date IS NOT NULL AND (@mrs_date IS NULL OR @mrq_date >= @mrs_date) IF @mrq_date IS NOT NULL AND (@mrs_date IS NULL OR @mrq_date >= @mrs_date)
INSERT INTO @result VALUES (@mrq_price, 'mrq', @mrq_date, @mrq_qty, @mrq_dataseg, @mrq_ord, @mrq_quote); INSERT INTO @result VALUES (@mrq_price, 'mrq', @mrq_date, @mrq_qty, @mrq_dataseg, @mrq_ord, @mrq_quote, @mrq_part);
ELSE IF @mrs_date IS NOT NULL ELSE IF @mrs_date IS NOT NULL
INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote); INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote, @mrs_part);
RETURN; RETURN;
END END
-- 3. If all are at least as old as the threshold, pick the least oldest price available -- 3. If all are at least as old as the threshold, pick the least oldest price available
DECLARE @best_price NUMERIC(20,5) = NULL, @best_source NVARCHAR(10) = NULL, @best_date DATE = NULL, @best_qty NUMERIC(20,5) = NULL, @best_dataseg NVARCHAR(100) = NULL, @best_ord NVARCHAR(20) = NULL, @best_quote NVARCHAR(20) = NULL; DECLARE @best_price NUMERIC(20,5) = NULL, @best_source NVARCHAR(10) = NULL, @best_date DATE = NULL, @best_qty NUMERIC(20,5) = NULL, @best_dataseg NVARCHAR(100) = NULL, @best_ord NVARCHAR(20) = NULL, @best_quote NVARCHAR(20) = NULL, @best_part NVARCHAR(100) = NULL;
IF @dsq_date IS NOT NULL IF @dsq_date IS NOT NULL
SELECT @best_price = @dsq_price, @best_source = 'dsq', @best_date = @dsq_date, @best_qty = @dsq_qty, @best_dataseg = @dsq_dataseg, @best_ord = @dsq_ord, @best_quote = @dsq_quote; SELECT @best_price = @dsq_price, @best_source = 'dsq', @best_date = @dsq_date, @best_qty = @dsq_qty, @best_dataseg = @dsq_dataseg, @best_ord = @dsq_ord, @best_quote = @dsq_quote, @best_part = @dsq_part;
IF @dss_date IS NOT NULL AND (@best_date IS NULL OR @dss_date > @best_date) IF @dss_date IS NOT NULL AND (@best_date IS NULL OR @dss_date > @best_date)
SELECT @best_price = @dss_price, @best_source = 'dss', @best_date = @dss_date, @best_qty = @dss_qty, @best_dataseg = @dss_dataseg, @best_ord = @dss_ord, @best_quote = @dss_quote; SELECT @best_price = @dss_price, @best_source = 'dss', @best_date = @dss_date, @best_qty = @dss_qty, @best_dataseg = @dss_dataseg, @best_ord = @dss_ord, @best_quote = @dss_quote, @best_part = @dss_part;
IF @mrq_date IS NOT NULL AND (@best_date IS NULL OR @mrq_date > @best_date) IF @mrq_date IS NOT NULL AND (@best_date IS NULL OR @mrq_date > @best_date)
SELECT @best_price = @mrq_price, @best_source = 'mrq', @best_date = @mrq_date, @best_qty = @mrq_qty, @best_dataseg = @mrq_dataseg, @best_ord = @mrq_ord, @best_quote = @mrq_quote; SELECT @best_price = @mrq_price, @best_source = 'mrq', @best_date = @mrq_date, @best_qty = @mrq_qty, @best_dataseg = @mrq_dataseg, @best_ord = @mrq_ord, @best_quote = @mrq_quote, @best_part = @mrq_part;
IF @mrs_date IS NOT NULL AND (@best_date IS NULL OR @mrs_date > @best_date) IF @mrs_date IS NOT NULL AND (@best_date IS NULL OR @mrs_date > @best_date)
SELECT @best_price = @mrs_price, @best_source = 'mrs', @best_date = @mrs_date, @best_qty = @mrs_qty, @best_dataseg = @mrs_dataseg, @best_ord = @mrs_ord, @best_quote = @mrs_quote; SELECT @best_price = @mrs_price, @best_source = 'mrs', @best_date = @mrs_date, @best_qty = @mrs_qty, @best_dataseg = @mrs_dataseg, @best_ord = @mrs_ord, @best_quote = @mrs_quote, @best_part = @mrs_part;
IF @best_price IS NOT NULL IF @best_price IS NOT NULL
INSERT INTO @result VALUES (@best_price, @best_source, @best_date, @best_qty, @best_dataseg, @best_ord, @best_quote); INSERT INTO @result VALUES (@best_price, @best_source, @best_date, @best_qty, @best_dataseg, @best_ord, @best_quote, @best_part);
RETURN; RETURN;
END END

42
procs/single_price_call.ms.sql
View File

@ -132,6 +132,7 @@ BEGIN
listprice NUMERIC(20,5), listprice NUMERIC(20,5),
listprice_eff NUMERIC(20,5), listprice_eff NUMERIC(20,5),
list_relevance NVARCHAR(100), list_relevance NVARCHAR(100),
list_from BIGINT,
------------step 6 compute guidance------------ ------------step 6 compute guidance------------
guidance_price NUMERIC(20,5), guidance_price NUMERIC(20,5),
guidance_reason NVARCHAR(MAX), guidance_reason NVARCHAR(MAX),
@ -259,9 +260,9 @@ BEGIN
AND q.last_dataseg = tpl.ds AND q.last_dataseg = tpl.ds
AND q.chan = tpl.chan AND q.chan = tpl.chan
AND q.tier = tpl.tier AND q.tier = tpl.tier
AND q.calculated_pallets >= tpl.lower_bound AND (q.last_qty/q.pltq) >= tpl.lower_bound
AND ( AND (
tpl.upper_bound IS NULL OR q.calculated_pallets < tpl.upper_bound tpl.upper_bound IS NULL OR (q.last_qty/q.pltq) < tpl.upper_bound
); );
-------------------------------------------------------------------------------- --------------------------------------------------------------------------------
@ -338,7 +339,9 @@ BEGIN
ROW_NUMBER() OVER ( ROW_NUMBER() OVER (
PARTITION BY q.bill, q.ship, q.part, q.stlc, q.v1ds, q.vol PARTITION BY q.bill, q.ship, q.part, q.stlc, q.v1ds, q.vol
ORDER BY p.price ASC ORDER BY p.price ASC
) AS rn ) AS rn,
p.vb_from,
p.vb_to
FROM @queue q FROM @queue q
INNER JOIN CMSInterfaceIn."CMS.CUSLG".IPRCBHC i INNER JOIN CMSInterfaceIn."CMS.CUSLG".IPRCBHC i
ON TRIM(i.jbplvl) = TRIM(q.plevel) ON TRIM(i.jbplvl) = TRIM(q.plevel)
@ -355,6 +358,7 @@ BEGIN
,listprice = rp.price ,listprice = rp.price
,listprice_eff = CASE WHEN q.customized <> '' THEN NULL ELSE q.listprice END ,listprice_eff = CASE WHEN q.customized <> '' THEN NULL ELSE q.listprice END
,list_relevance = CASE WHEN q.customized <> '' THEN 'Ignore - Customized' ELSE '' END ,list_relevance = CASE WHEN q.customized <> '' THEN 'Ignore - Customized' ELSE '' END
,list_from = vb_from
FROM @queue q FROM @queue q
JOIN ranked_prices rp JOIN ranked_prices rp
ON q.bill = rp.bill ON q.bill = rp.bill
@ -450,7 +454,14 @@ BEGIN
----------------------label------------------------------------------------ ----------------------label------------------------------------------------
CASE CASE
WHEN q.last_price IS NOT NULL WHEN q.last_price IS NOT NULL
THEN 'Last Sale: ' + ISNULL(CONVERT(varchar(10), q.last_date, 120), '') THEN
CASE ISNULL(q.last_source, '')
WHEN 'mrq' THEN 'Similar Quote'
WHEN 'mrs' THEN 'Similar Sale'
WHEN 'dsq' THEN 'Last Sale'
WHEN 'dss' THEN 'Last Quote'
ELSE ''
END
ELSE 'No Recent' ELSE 'No Recent'
END AS label, END AS label,
----------------------value------------------------------------------------ ----------------------value------------------------------------------------
@ -462,21 +473,24 @@ BEGIN
WHEN q.last_price IS NOT NULL THEN WHEN q.last_price IS NOT NULL THEN
CONCAT( CONCAT(
CASE ISNULL(q.last_source, '') CASE ISNULL(q.last_source, '')
WHEN 'mrq' THEN 'Recent similar ' + last_part WHEN 'mrq' THEN 'Similar - ' + last_part
WHEN 'mrs' THEN 'Recent similar ' + last_part WHEN 'mrs' THEN 'Similar - ' + last_part
WHEN 'dsq' THEN 'Last quote' WHEN 'dsq' THEN last_part
WHEN 'dss' THEN 'Last sale' WHEN 'dss' THEN last_part
ELSE '' ELSE ''
END, END,
CASE WHEN ISNULL(q.last_order, '0') = '0' CASE WHEN ISNULL(q.last_order, '0') = '0'
THEN ' Qt# ' + ISNULL(q.last_quote, '') THEN ' | Qt# ' + ISNULL(q.last_quote, '')
ELSE ' Ord# ' + ISNULL(q.last_order, '') ELSE ' | Ord# ' + ISNULL(q.last_order, '')
END END,
ISNULL(' | ' + CONVERT(varchar(10), q.last_date, 120), ''),
' | Qty ' + format(q.last_qty,'#,###'),
CASE WHEN last_isdiff <> '' THEN ' | Normalized To: ' + cast(last_price_norm AS varchar(10)) ELSE '' END,
' | ' /*+ q.last_premium_method*/ + ' Last Target = ' + format(q.tprice_last,'0.0####') + ' | Current Target ' + format(q.tprice,'0.0####')
) )
ELSE ELSE
'' ''
END END
+ CASE WHEN last_isdiff <> '' THEN ' | normalized to: ' + cast(last_price_norm AS varchar(10)) ELSE '' END
AS note AS note
FOR JSON PATH -- array with one object (no WITHOUT_ARRAY_WRAPPER) FOR JSON PATH -- array with one object (no WITHOUT_ARRAY_WRAPPER)
) AS details ) AS details
@ -488,10 +502,10 @@ BEGIN
'List' AS label, 'List' AS label,
( (
SELECT SELECT
COALESCE('List:' + q.listcode,'No List') AS label, COALESCE('Code: ' + q.listcode,'No List') AS label,
COALESCE(q.listprice,0) AS value, COALESCE(q.listprice,0) AS value,
'currency' AS type, 'currency' AS type,
COALESCE(q.list_relevance,'') AS note COALESCE('List Min Qty: ' + format(q.list_from,'#,###'),'') + CASE WHEN q.list_relevance = '' THEN '' ELSE ' (' + q.list_relevance + ')' END AS note
FOR JSON PATH FOR JSON PATH
) )