update postgres matrix logic to use last price picker, add front matter to all scripts

new_targets/procs/single_price_call.ms.sql

@@ -1,3 +1,39 @@
+/*
+====================================================================================
+ Script: single_price_call.ms.sql
+ Purpose: Single price call logic for a specific scenario (SQL Server)
+ -----------------------------------------------------------------------------------
+ Description:
+   - Accepts a single pricing scenario (bill, ship, part, v1ds, vol)
+   - Enriches with customer, channel, tier, pack quantity, price level, and part group
+   - Looks up and applies target price, price history, list price, and guidance logic
+   - Builds a JSON explanation and UI JSON for the scenario
+
+ Inputs:
+   - @bill, @ship, @part, @v1ds, @vol (procedure arguments)
+   - Reference tables: pricing.target_prices, pricing.lastpricedetail, pricing.pricelist_ranged
+   - Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
+
+ Outputs:
+   - Returns a single enriched row with all pricing and explanation fields
+
+ Key Business Logic:
+   - Channel/tier/customer resolution based on bill/ship codes
+   - Target price and math lookup by segment, channel, tier, and volume
+   - Price history precedence and extraction via helper function
+   - List price selection: lowest valid price for the scenario
+   - Guidance logic: computed from target, last, and list prices
+
+ Dependencies:
+   - pricing.guidance_logic (function)
+   - pricing.pick_last_price_from_hist_json (function)
+
+ Notes:
+   - Designed for single-row pricing queries (API or UI)
+   - Assumes all referenced tables and functions exist
+   - See also: matrix_guidance.pg.sql for batch/matrix logic
+====================================================================================
+*/
 CREATE OR ALTER PROCEDURE pricing.single_price_call
 	@bill   VARCHAR(100),
 	@ship   VARCHAR(100),

new_targets/procs/single_price_call.pg.sql

@@ -1,3 +1,39 @@
+/*
+====================================================================================
+ Script: single_price_call.pg.sql
+ Purpose: Single price call logic for a specific scenario (PostgreSQL)
+ -----------------------------------------------------------------------------------
+ Description:
+   - Accepts a single pricing scenario (bill, ship, part, v1ds, vol)
+   - Enriches with customer, channel, tier, pack quantity, price level, and part group
+   - Looks up and applies target price, price history, list price, and guidance logic
+   - Builds a JSON explanation and UI JSON for the scenario
+
+ Inputs:
+   - bill, ship, part, v1ds, vol (function arguments)
+   - Reference tables: pricequote.target_prices, pricequote.lastpricedetail, pricequote.pricelist_ranged
+   - Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
+
+ Outputs:
+   - Returns a single enriched row with all pricing and explanation fields
+
+ Key Business Logic:
+   - Channel/tier/customer resolution based on bill/ship codes
+   - Target price and math lookup by segment, channel, tier, and volume
+   - Price history precedence and extraction via helper function
+   - List price selection: lowest valid price for the scenario
+   - Guidance logic: computed from target, last, and list prices
+
+ Dependencies:
+   - pricequote.guidance_logic (function)
+   - pricequote.pick_last_price_from_hist (function)
+
+ Notes:
+   - Designed for single-row pricing queries (API or UI)
+   - Assumes all referenced tables and functions exist
+   - See also: matrix_guidance.pg.sql for batch/matrix logic
+====================================================================================
+*/
 CREATE OR REPLACE FUNCTION pricequote.single_price_call(
     _bill TEXT,
     _ship TEXT,

new_targets/scripts/matrix_guidance.pg.sql

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