exclude last price if too old; proc to update matrix
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@ -13,9 +13,14 @@ DECLARE
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_reason TEXT := '';
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_floored NUMERIC(20,5);
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_capped NUMERIC(20,5);
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_is_last_recent BOOLEAN := _last_date IS NOT NULL AND _last_date > CURRENT_DATE - INTERVAL '2 years';
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_use_last_price BOOLEAN := FALSE;
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BEGIN
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IF _target_price IS NOT NULL AND _last_price IS NOT NULL AND _is_last_recent THEN
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-- Evaluate whether last price is recent enough
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IF _last_price IS NOT NULL AND _last_date IS NOT NULL AND _last_date > CURRENT_DATE - INTERVAL '2 years' THEN
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_use_last_price := TRUE;
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END IF;
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IF _target_price IS NOT NULL AND _use_last_price THEN
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_floored := GREATEST(_target_price, _last_price * 0.95);
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_capped := LEAST(_floored, _last_price);
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_price := LEAST(COALESCE(_list_price, 1e9), _capped);
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@ -35,17 +40,33 @@ BEGIN
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END IF;
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END IF;
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ELSIF _last_price IS NOT NULL AND _is_last_recent THEN
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ELSIF _use_last_price THEN
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_price := _last_price;
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_reason := 'Last price - no target';
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ELSIF _target_price IS NOT NULL THEN
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_price := _target_price;
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_reason := 'Target price - no prior sale';
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IF _last_price IS NOT NULL AND _last_date IS NOT NULL THEN
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_reason := format(
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'Last price ignored (too old: %s), using target price',
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to_char(_last_date, 'YYYY-MM-DD')
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);
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ELSE
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_reason := 'Target price - no prior sale';
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END IF;
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ELSE
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_price := NULL;
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_reason := 'No pricing available';
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IF _last_price IS NOT NULL AND _last_date IS NOT NULL THEN
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_reason := format(
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'Last price ignored (too old: %s), no pricing available',
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to_char(_last_date, 'YYYY-MM-DD')
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);
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ELSE
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_reason := 'No pricing available';
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END IF;
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END IF;
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RETURN QUERY SELECT _price, _reason;
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238
new_targets/scripts/matrix_guidance.pg.sql
Normal file
238
new_targets/scripts/matrix_guidance.pg.sql
Normal file
@ -0,0 +1,238 @@
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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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bill TEXT,
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ship TEXT,
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part TEXT,
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stlc TEXT,
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v1ds TEXT,
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vol NUMERIC,
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chan TEXT,
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cust TEXT,
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tier TEXT,
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pltq NUMERIC,
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plevel TEXT,
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last_price NUMERIC,
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last_date DATE,
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last_order TEXT,
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last_quote TEXT,
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tprice NUMERIC,
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list_price NUMERIC,
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list_code TEXT,
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guidance_price NUMERIC,
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guidance_reason TEXT,
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expl JSONB
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);
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--DROP PROCEDURE IF EXISTS pricequote.process_queue;
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CREATE OR REPLACE PROCEDURE pricequote.process_queue()
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LANGUAGE plpgsql
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AS $$
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BEGIN
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-----------------------------------------------------------------------
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-- Step 1: Seed the queue table with distinct pricing scenarios
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-----------------------------------------------------------------------
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DELETE FROM pricequote.queue;
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INSERT INTO pricequote.queue (bill, ship, part, stlc, v1ds, vol, expl)
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SELECT DISTINCT
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o.bill_cust AS bill,
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o.ship_cust AS ship,
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o.part,
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o.stlc,
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o.dataseg AS v1ds,
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o.qtyord AS vol,
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'{}'::jsonb AS expl
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FROM rlarp.osm_stack o
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WHERE
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o.fs_line = '41010'
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AND o.calc_status <> 'CANCELLED'
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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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-----------------------------------------------------------------------
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-- Step 2: Enrich customer, tier, channel, pack quantity, and level
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-----------------------------------------------------------------------
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MERGE INTO pricequote.queue q
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USING (
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SELECT
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q.ctid,
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-- Determine sales channel
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CASE SUBSTRING(bc.cclass, 2, 3)
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WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
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WHEN 'DIS' THEN 'WHS'
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ELSE 'DRP'
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END
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ELSE 'DIR'
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END AS chan,
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-- Determine pricing tier
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CASE SUBSTRING(bc.cclass, 2, 3)
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WHEN 'DIR' THEN bc.tier
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ELSE COALESCE(sc.tier, bc.tier)
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END AS tier,
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-- Resolve customer DBA name
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CASE SUBSTRING(bc.cclass, 2, 3)
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WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
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WHEN 'DIS' THEN bc.dba
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ELSE sc.dba
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END
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ELSE bc.dba
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END AS cust,
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-- Pack quantity
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i.mpck AS pltq,
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-- Price level
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CASE SUBSTRING(bc.cclass, 2, 3)
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WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
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WHEN 'DIS' THEN sc.plevel
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ELSE bc.plevel
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END
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ELSE bc.plevel
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END AS plevel
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FROM pricequote.queue q
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JOIN rlarp.cust bc ON bc.code = q.bill
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LEFT JOIN rlarp.cust sc ON sc.code = q.ship
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LEFT JOIN "CMS.CUSLG".itemm i ON i.item = q.part
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) src
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ON (q.ctid = src.ctid)
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WHEN MATCHED THEN
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UPDATE SET
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chan = src.chan,
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tier = src.tier,
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cust = src.cust,
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pltq = src.pltq,
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plevel = src.plevel;
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-----------------------------------------------------------------------
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-- Step 3: Apply target prices and embed target metadata
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-----------------------------------------------------------------------
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UPDATE pricequote.queue q
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SET
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tprice = tp.price,
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expl = q.expl || jsonb_build_object(
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'target_price', tp.price,
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'calculated_pallets', FLOOR(q.vol / NULLIF(q.pltq, 0)),
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'exact_pallets', ROUND(q.vol / NULLIF(q.pltq, 0), 5),
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'volume range', tp.vol::TEXT,
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'customer', q.cust,
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'channel', q.chan,
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'tier', TRIM(q.tier),
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'target math', tp.math
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)
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FROM pricequote.target_prices tp
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WHERE
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tp.stlc = q.stlc
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AND tp.ds = q.v1ds
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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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-----------------------------------------------------------------------
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-- Step 4: Lookup most recent price history and embed it
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-----------------------------------------------------------------------
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UPDATE pricequote.queue q
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SET
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last_price = ((lp.dataseg_stats -> q.v1ds)::jsonb ->> 'price')::numeric,
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last_date = ((lp.dataseg_stats -> q.v1ds)::jsonb ->> 'odate')::date,
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last_order = (lp.dataseg_stats -> q.v1ds)::jsonb ->> 'ordnum',
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last_quote = (lp.dataseg_stats -> q.v1ds)::jsonb ->> 'quoten',
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expl = q.expl || jsonb_build_object(
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'last_price', ((lp.dataseg_stats -> q.v1ds)::jsonb ->> 'price')::numeric,
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'last_date', (lp.dataseg_stats -> q.v1ds)::jsonb ->> 'odate',
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'last_order', (lp.dataseg_stats -> q.v1ds)::jsonb ->> 'ordnum',
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'last_quote', (lp.dataseg_stats -> q.v1ds)::jsonb ->> 'quoten'
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)
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FROM pricequote.lastprice lp
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WHERE
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lp.customer = q.cust
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AND lp.partgroup = SUBSTRING(q.part, 1, 8);
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-----------------------------------------------------------------------
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-- Step 5: Resolve best list price and insert it with list code
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-----------------------------------------------------------------------
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WITH ranked_prices AS (
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SELECT
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q.ctid,
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pr.price,
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pr.jcplcd,
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ROW_NUMBER() OVER (PARTITION BY q.ctid ORDER BY pr.price ASC) AS rn
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FROM pricequote.queue q
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JOIN "CMS.CUSLG".IPRCBHC i
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ON TRIM(i.jbplvl) = TRIM(q.plevel)
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AND CURRENT_DATE BETWEEN i.jbfdat AND i.jbtdat
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JOIN pricequote.pricelist_ranged pr
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ON pr.jcplcd = TRIM(i.jbplcd)
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AND pr.jcpart = q.part
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AND q.vol >= pr.vb_from
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AND q.vol < pr.vb_to
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),
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best_price AS (
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SELECT * FROM ranked_prices WHERE rn = 1
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)
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UPDATE pricequote.queue q
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SET
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list_price = p.price,
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list_code = p.jcplcd,
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expl = q.expl || jsonb_build_object(
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'list_price', p.price,
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'list_code', p.jcplcd
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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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-----------------------------------------------------------------------
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-- Step 6: Compute guidance price using logic function
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-----------------------------------------------------------------------
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UPDATE pricequote.queue q
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SET
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guidance_price = g.guidance_price,
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guidance_reason = g.guidance_reason,
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expl = q.expl || jsonb_build_object(
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'guidance_price', g.guidance_price,
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'guidance_reason', g.guidance_reason
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)
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FROM (
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SELECT
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q.ctid,
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g.guidance_price,
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g.guidance_reason
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FROM pricequote.queue q
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JOIN LATERAL pricequote.guidance_logic(
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q.tprice,
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q.last_price,
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q.list_price,
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q.last_date
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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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-----------------------------------------------------------------------
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-- Step 7: merge the results back into sales matrix
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-----------------------------------------------------------------------
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UPDATE rlarp.osm_stack o
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SET pricing = pricing || q.expl
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FROM pricequote.queue q
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WHERE
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o.bill_cust = q.bill
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AND o.ship_cust IS NOT DISTINCT FROM q.ship
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AND o.part = q.part
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AND o.stlc = q.stlc
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AND o.dataseg = q.v1ds
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AND o.qtyord = q.vol;
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-----------------------------------------------------------------------
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-- Done
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-----------------------------------------------------------------------
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RAISE NOTICE 'Queue processing complete.';
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END;
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$$;
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