update postgres matrix logic to use last price picker, add front matter to all scripts
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@ -1,3 +1,39 @@
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/*
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====================================================================================
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Script: single_price_call.ms.sql
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Purpose: Single price call logic for a specific scenario (SQL Server)
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-----------------------------------------------------------------------------------
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Description:
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- Accepts a single pricing scenario (bill, ship, part, v1ds, vol)
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- Enriches with customer, channel, tier, pack quantity, price level, and part group
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- Looks up and applies target price, price history, list price, and guidance logic
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- Builds a JSON explanation and UI JSON for the scenario
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Inputs:
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- @bill, @ship, @part, @v1ds, @vol (procedure arguments)
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- Reference tables: pricing.target_prices, pricing.lastpricedetail, pricing.pricelist_ranged
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- Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
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Outputs:
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- Returns a single enriched row with all pricing and explanation fields
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Key Business Logic:
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- Channel/tier/customer resolution based on bill/ship codes
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- Target price and math lookup by segment, channel, tier, and volume
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- Price history precedence and extraction via helper function
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- List price selection: lowest valid price for the scenario
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- Guidance logic: computed from target, last, and list prices
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Dependencies:
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- pricing.guidance_logic (function)
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- pricing.pick_last_price_from_hist_json (function)
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Notes:
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- Designed for single-row pricing queries (API or UI)
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- Assumes all referenced tables and functions exist
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- See also: matrix_guidance.pg.sql for batch/matrix logic
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====================================================================================
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*/
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CREATE OR ALTER PROCEDURE pricing.single_price_call
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@bill VARCHAR(100),
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@ship VARCHAR(100),
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@ -1,3 +1,39 @@
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/*
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====================================================================================
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Script: single_price_call.pg.sql
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Purpose: Single price call logic for a specific scenario (PostgreSQL)
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-----------------------------------------------------------------------------------
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Description:
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- Accepts a single pricing scenario (bill, ship, part, v1ds, vol)
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- Enriches with customer, channel, tier, pack quantity, price level, and part group
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- Looks up and applies target price, price history, list price, and guidance logic
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- Builds a JSON explanation and UI JSON for the scenario
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Inputs:
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- bill, ship, part, v1ds, vol (function arguments)
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- Reference tables: pricequote.target_prices, pricequote.lastpricedetail, pricequote.pricelist_ranged
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- Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
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Outputs:
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- Returns a single enriched row with all pricing and explanation fields
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Key Business Logic:
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- Channel/tier/customer resolution based on bill/ship codes
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- Target price and math lookup by segment, channel, tier, and volume
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- Price history precedence and extraction via helper function
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- List price selection: lowest valid price for the scenario
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- Guidance logic: computed from target, last, and list prices
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Dependencies:
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- pricequote.guidance_logic (function)
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- pricequote.pick_last_price_from_hist (function)
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Notes:
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- Designed for single-row pricing queries (API or UI)
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- Assumes all referenced tables and functions exist
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- See also: matrix_guidance.pg.sql for batch/matrix logic
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====================================================================================
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*/
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CREATE OR REPLACE FUNCTION pricequote.single_price_call(
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_bill TEXT,
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_ship TEXT,
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@ -1,4 +1,3 @@
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-- Drop and recreate the target table
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DROP TABLE IF EXISTS pricequote.queue;
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CREATE TABLE pricequote.queue (
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@ -32,6 +31,44 @@ CREATE TABLE pricequote.queue (
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partgroup TEXT
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);
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/*
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====================================================================================
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Script: matrix_guidance.pg.sql
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Purpose: Batch pricing logic for sales matrix (PostgreSQL)
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-----------------------------------------------------------------------------------
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Description:
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- Seeds a queue table with distinct pricing scenarios from rlarp.osm_stack
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- Enriches each scenario with customer, channel, tier, pack quantity, and price level
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- Looks up and applies target price, price history, list price, and guidance logic
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- Builds a JSON explanation for each scenario
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- Merges results back into the main sales matrix table
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Inputs:
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- Source table: rlarp.osm_stack
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- Pricing reference tables: pricequote.target_prices, pricequote.lastpricedetail, pricequote.pricelist_ranged
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- Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
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Outputs:
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- Updates rlarp.osm_stack.pricing with a JSON explanation for each scenario
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- All intermediate results are stored in pricequote.queue
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Key Business Logic:
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- Channel/tier/customer resolution based on bill/ship codes
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- Target price and math lookup by segment, channel, tier, and volume
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- Price history precedence and extraction via helper function
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- List price selection: lowest valid price for the scenario
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- Guidance logic: computed from target, last, and list prices
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Dependencies:
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- pricequote.guidance_logic (function)
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- pricequote.pick_last_price_from_hist (function)
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Notes:
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- Designed for batch/matrix pricing updates
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- Assumes all referenced tables and functions exist
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- See also: single_price_call.pg.sql for single-row logic
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====================================================================================
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*/
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CREATE INDEX idx_osm_stack_merge
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ON rlarp.osm_stack (
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@ -82,6 +119,7 @@ BEGIN
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AND o.version IN ('Actual', 'Forecast', 'Quotes')
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AND o.part IS NOT NULL
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AND substring(o.glec, 1, 1) <= '2';
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-- 44 seconds
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-----------------------------------------------------------------------
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@ -141,6 +179,7 @@ BEGIN
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pltq = src.pltq,
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plevel = src.plevel,
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partgroup = src.partgroup;
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-- 17 seconds
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-----------------------------------------------------------------------
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-- Step 3: Apply target prices and embed target metadata
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@ -165,113 +204,38 @@ BEGIN
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AND tp.chan = q.chan
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AND tp.tier = q.tier
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AND FLOOR(q.vol / NULLIF(q.pltq, 0))::int <@ tp.vol;
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-- 20 seconds
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-----------------------------------------------------------------------
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-- Step 4: Lookup price history and embed all relevant keys and precedence
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-----------------------------------------------------------------------
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-- Use the helper function to extract last price precedence and build JSON explanation as in single_price_call
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UPDATE pricequote.queue q
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SET
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last_price = COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'price')::numeric,
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(hist -> q.v1ds -> 'dss' ->> 'price')::numeric,
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(hist -> 'mrq' ->> 'price')::numeric,
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(hist -> 'mrs' ->> 'price')::numeric
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),
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last_qty = COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'qty')::numeric,
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(hist -> q.v1ds -> 'dss' ->> 'qty')::numeric,
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(hist -> 'mrq' ->> 'qty')::numeric,
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(hist -> 'mrs' ->> 'qty')::numeric
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),
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last_dataseg = COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'datasegment'),
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(hist -> q.v1ds -> 'dss' ->> 'datasegment'),
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(hist -> 'mrq' ->> 'datasegment'),
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(hist -> 'mrs' ->> 'datasegment')
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),
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last_date = COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'odate')::date,
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(hist -> q.v1ds -> 'dss' ->> 'odate')::date,
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(hist -> 'mrq' ->> 'odate')::date,
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(hist -> 'mrs' ->> 'odate')::date
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),
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last_order = COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'ordnum'),
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(hist -> q.v1ds -> 'dss' ->> 'ordnum'),
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(hist -> 'mrq' ->> 'ordnum'),
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(hist -> 'mrs' ->> 'ordnum')
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),
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last_quote = COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'quoten'),
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(hist -> q.v1ds -> 'dss' ->> 'quoten'),
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(hist -> 'mrq' ->> 'quoten'),
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(hist -> 'mrs' ->> 'quoten')
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),
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last_source = CASE
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WHEN (hist -> q.v1ds -> 'dsq' ->> 'price') IS NOT NULL THEN 'dsq'
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WHEN (hist -> q.v1ds -> 'dss' ->> 'price') IS NOT NULL THEN 'dss'
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WHEN (hist -> 'mrq' ->> 'price') IS NOT NULL THEN 'mrq'
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WHEN (hist -> 'mrs' ->> 'price') IS NOT NULL THEN 'mrs'
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ELSE NULL
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END,
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last_price = (last_json->>'price')::numeric,
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last_qty = (last_json->>'qty')::numeric,
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last_dataseg = last_json->>'datasegment',
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last_date = (last_json->>'odate')::date,
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last_order = last_json->>'ordnum',
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last_quote = last_json->>'quoten',
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last_source = last_json->>'source',
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expl = q.expl || jsonb_build_object(
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'last_price', COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'price')::numeric,
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(hist -> q.v1ds -> 'dss' ->> 'price')::numeric,
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(hist -> 'mrq' ->> 'price')::numeric,
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(hist -> 'mrs' ->> 'price')::numeric
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),
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'last_qty', COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'qty')::numeric,
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(hist -> q.v1ds -> 'dss' ->> 'qty')::numeric,
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(hist -> 'mrq' ->> 'qty')::numeric,
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(hist -> 'mrs' ->> 'qty')::numeric
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),
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'last_dataseg', COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'datasegment'),
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(hist -> q.v1ds -> 'dss' ->> 'datasegment'),
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(hist -> 'mrq' ->> 'datasegment'),
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(hist -> 'mrs' ->> 'datasegment')
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),
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'last_source', CASE
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WHEN (hist -> q.v1ds -> 'dsq' ->> 'price') IS NOT NULL THEN 'dsq'
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WHEN (hist -> q.v1ds -> 'dss' ->> 'price') IS NOT NULL THEN 'dss'
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WHEN (hist -> 'mrq' ->> 'price') IS NOT NULL THEN 'mrq'
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WHEN (hist -> 'mrs' ->> 'price') IS NOT NULL THEN 'mrs'
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ELSE NULL
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END,
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'last_date', COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'odate')::date,
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(hist -> q.v1ds -> 'dss' ->> 'odate')::date,
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(hist -> 'mrq' ->> 'odate')::date,
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(hist -> 'mrs' ->> 'odate')::date
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),
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'last_order', COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'ordnum'),
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(hist -> q.v1ds -> 'dss' ->> 'ordnum'),
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(hist -> 'mrq' ->> 'ordnum'),
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(hist -> 'mrs' ->> 'ordnum')
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),
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'last_quote', COALESCE(
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(hist -> q.v1ds -> 'dsq' ->> 'quoten'),
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(hist -> q.v1ds -> 'dss' ->> 'quoten'),
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(hist -> 'mrq' ->> 'quoten'),
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(hist -> 'mrs' ->> 'quoten')
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),
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'mrs', hist -> 'mrs',
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'mrq', hist -> 'mrq',
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'lvs', hist -> 'lvs',
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'lvq', hist -> 'lvq',
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'dss', hist -> q.v1ds -> 'dss',
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'dsq', hist -> q.v1ds -> 'dsq'
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'last_price', (last_json->>'price')::numeric,
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'last_qty', (last_json->>'qty')::numeric,
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'last_dataseg', last_json->>'datasegment',
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'last_source', last_json->>'source',
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'last_date', (last_json->>'odate')::date,
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'last_order', last_json->>'ordnum',
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'last_quote', last_json->>'quoten'
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)
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FROM (
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SELECT q.ctid, lp.part_stats AS hist
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SELECT q.ctid, pricequote.pick_last_price_from_hist(lp.part_stats, q.v1ds) AS last_json
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FROM pricequote.queue q
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JOIN pricequote.lastpricedetail lp
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ON lp.customer = q.cust AND lp.partgroup = q.partgroup
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) sub
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WHERE q.ctid = sub.ctid;
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-- 2 minutes 36 seconds
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-----------------------------------------------------------------------
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-- Step 5: Resolve best list price and insert it with list code
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@ -305,6 +269,7 @@ BEGIN
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)
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FROM best_price p
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WHERE q.ctid = p.ctid;
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-- 15 seconds
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-----------------------------------------------------------------------
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-- Step 6: Compute guidance price using logic function
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@ -331,6 +296,7 @@ BEGIN
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) g ON TRUE
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) g
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WHERE q.ctid = g.ctid;
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-- 27 seconds
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-----------------------------------------------------------------------
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@ -351,6 +317,7 @@ BEGIN
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AND o.version IN ('Actual', 'Forecast', 'Quotes')
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AND o.part IS NOT NULL
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AND substring(o.glec, 1, 1) <= '2';
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-- 6 minutes 31 seconds
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-----------------------------------------------------------------------
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-- Done
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