only use list if relevance is type 2 exact match

apply_guidance.ts

@@ -1,24 +1,43 @@
 export function apply_guidance(doc: any) {
 
-    const targetPrice = doc.v1tp ?? doc.v0tp;
+    const targetPrice = doc.pricing?.v1tp ?? doc.pricing?.v0tp;
     const earlyPrice = doc.hist?.cust?.early_price;
+    const earlySeason = doc.hist?.cust?.early_season;
+    const bridgePremium = doc.pricing?.bridgePremium ?? 1.00000;
+    const altHist = doc.hist?.cust?.ds;
+    const iidx = doc.pricing?.iidx;
+    const curr = doc.customer?.curr;
+    const fxrate = doc.customer?.fxrate ?? 1.0;
     let   anchorPrice = null;
     let   anchorSource = null;
-    let   bridgePremium = doc.bridgePremium ?? 1.00000;
+    let   custPrice  = null;
+    let   custSource = null;
+    let   guidance = {};
+    let   calcCeiling = null;
+    let   finalReasonUSD = "";
+    let   finalPriceUSD = null;
+    let   finalReason = "";
+    let   finalPrice = null;
+    const inflation = Math.max(...Object.keys(iidx).map(Number));
+    const inflationFactor = iidx[inflation] + 1;
+    const list = doc.pricing?.list && doc.product?.itemrel === "2" ? doc.pricing?.list : null;
     // ------if there is not target price just exit---------------
     if (!targetPrice) {
         anchorSource = "No target pricing setup";
-        doc.finalReason = "No target pricing setup";
+        guidance.FinalReason = "No target pricing setup";
     } else {
         // if there is no customer anchor price use target
         if (earlyPrice) {
             // translate alternate product history to current product quoted
-            anchorPrice = Number((earlyPrice * bridgePremium).toFixed(5));
+            custPrice = Number((earlyPrice * bridgePremium).toFixed(5));
+            anchorPrice = custPrice;
             // --------if the price needs bridged, add the details to the description--------
             if (bridgePremium === 1) {
-                anchorSource = doc.hist.cust.early_season + ' Customer Price ' + earlyPrice;
+                anchorSource = earlySeason + ' Customer Price ' + earlyPrice;
+                custSource = anchorSource;
             } else {
-                anchorSource = doc.hist.cust.early_season + ' Similar (' + doc.hist.cust.ds + ') Customer Price ' + earlyPrice + ' x ' + doc.bridgePremium + ' = ' + anchorPrice;
+                anchorSource = earlySeason + ' Similar (' + altHist + ') Customer Price ' + earlyPrice + ' x ' + bridgePremium + ' = ' + anchorPrice;
+                custSource = anchorSource;
             }
             // --------after the early price is translated see if target is still less-------
             if (targetPrice < anchorPrice) {
@@ -30,25 +49,41 @@ export function apply_guidance(doc: any) {
             anchorSource = `Target Price ${targetPrice}`;
         }
         //------get the most relevant inflation factor number---------------------------------
-        const inflation = Math.max(...Object.keys(doc.iidx).map(Number));
-        //------extract the inflation factor using the relevance key--------------------------
-        const inflationFactor = doc.iidx[inflation] + 1;
-        let   calcPrice = parseFloat((anchorPrice * inflationFactor).toFixed(5));
-        let   finalReason = "";
-        if (calcPrice >= doc.list && doc.list) {
-            doc.calcCeiling = "Cap At List";
-            doc.finalPrice = doc.list;
-            finalReason = `${anchorSource} x ${inflationFactor} = ${calcPrice} but cap at list ${doc.list}`;
+        //------anchor x inflation / fxrate---------------------------------------------------
+        let   calcPriceUSD = parseFloat((anchorPrice * inflationFactor).toFixed(5));
+        let   calcPrice = parseFloat((calcPriceUSD / fxrate).toFixed(5));
+        if (calcPrice >= list && list) {
+            calcCeiling = "Cap At List";
+            //multiply list by FX to get to USD if in CAD
+            finalPrice = list;
+            if (curr === "CA") {
+                finalReason = `${anchorSource} x ${inflationFactor} / ${fxrate} FX = ${calcPrice} CAD, cap at list ${list} CAD`;
+            } else {
+                finalReason = `${anchorSource} x ${inflationFactor} = ${calcPrice}, cap at list ${list}`;
+            }
         } else {
-            doc.finalPrice = calcPrice;
-            finalReason = `${anchorSource} x ${inflationFactor} = ${calcPrice}`;
+            finalPrice = calcPrice;
+            finalPriceUSD = calcPriceUSD;
+            if (curr === "CA") {
+                finalReason = `${anchorSource} x ${inflationFactor} / ${fxrate} FX = ${calcPrice} CAD`;
+            } else {
+                finalReason = `${anchorSource} x ${inflationFactor} = ${calcPrice}`;
+            }
         }
-        doc.anchorPrice = anchorPrice;
-        doc.anchorSource = anchorSource;
-        doc.inflationFactor = inflationFactor;
-        doc.finalReason = finalReason;
-        doc.bridgePremium = bridgePremium;
-        doc.targetPrice = targetPrice;
     }
+    guidance.AnchorPrice = anchorPrice;
+    guidance.AnchorSource = anchorSource;
+    guidance.CustAnchorPrice = custPrice;
+    guidance.CustAnchorSource = custSource;
+    guidance.InflationFactor = inflationFactor;
+    guidance.Ceiling = calcCeiling;
+    guidance.FinalPriceUSD = finalPriceUSD;
+    guidance.FinalReasonUSD = finalReasonUSD;
+    guidance.FinalPrice = finalPrice;
+    guidance.FinalReason = finalReason;
+    guidance.BridgePremium = bridgePremium;
+    guidance.TargetPrice = targetPrice;
+    guidance.ListPrice = list;
+    doc.guidance = guidance;
     return doc;
 }

sql/get_guidance_dseg.pg.sql

@@ -10,23 +10,28 @@ DECLARE
     --_ship   text;
     --_qty    numeric;
     --_seas   int;
-    _prem   jsonb;
-    _mold   text;
-    _item   text;
-    _cust   text;
-    _curr   text;
-    _rate   numeric;
-    _v1ds   text;
-    _v0ds   text;
-    _v1tp   jsonb;
-    _v0tp   jsonb;
-    _chan   text;
-    _regn   text;
-    _rslt   jsonb;
-    _targ   jsonb;
-    _list   jsonb;
-    _iidx   jsonb;
-    _itemr  text;
+    _prem     jsonb;
+    _mold     text;
+    _item     text;
+    _cust     text;
+    _curr     text;
+    _rate     numeric;
+    _v1ds     text;
+    _v0ds     text;
+    _v1tp     jsonb;
+    _v0tp     jsonb;
+    _chan     text;
+    _regn     text;
+    _rslt     jsonb;
+    _targ     jsonb;
+    _list     jsonb;
+    _iidx     jsonb;
+    _itemr    text;
+    _input    jsonb;
+    _product  jsonb;
+    _customer jsonb;
+    _hist     jsonb;
+    _pricing  jsonb;
 
 BEGIN
     --_item := 'AMK06000G18B054';
@@ -38,17 +43,28 @@ BEGIN
     _v0ds := CASE split_part(substring(_dseg,4,100), '.',1) WHEN 'B' THEN 'BASE' ELSE 'COLOR' END || CASE split_part(substring(_dseg,4,100), '.',2) WHEN 'L' THEN ' LABELED' WHEN 'P' THEN ' PRINTED' ELSE '' END;
     _v1ds := _dseg;
 
+    _input := jsonb_build_object(
+        'inputs'
+        ,jsonb_build_object(
+            'dseg',_dseg,
+            'v0ds',_v0ds,
+            'v1ds',_v1ds,
+            'bill',_bill,
+            'ship',_ship,
+            'stlc',_stlc,
+            'qty',_qty,
+            'season',_seas
+    ));
+
     ----------------base product--------------------------------
     SELECT 
         part_group
         ,item
-        ,stlc
         ,idxk
         ,prefer
     INTO 
         _mold
         ,_item
-        ,_stlc
         ,_iidx
         ,_itemr
     FROM
@@ -78,14 +94,21 @@ BEGIN
     ORDER BY
         prefer DESC
     LIMIT 1;
-    _rslt := jsonb_build_object('mold',_mold,'v1ds',_v1ds,'v0ds',_v0ds,'stlc',_stlc,'item',_item,'item rel',_itemr,'desg',_dseg)||_iidx;
-    RAISE NOTICE 'item data %', _iidx;
+    _product := jsonb_build_object(
+        'product',
+        jsonb_build_object(
+            'mold',_mold
+            ,'item',_item
+            ,'itemrel',_itemr
+            ,'iidx',_iidx
+        )
+    );
+    --RAISE NOTICE 'item data %', jsonb_pretty(_product||_input);
 
     ----------------channel-------------------------------------
 
     SELECT rlarp.channel_code(_bill, _ship) INTO _chan;
-    _rslt := _rslt||jsonb_build_object('chan',_chan);
-    RAISE NOTICE 'chan %', _chan;
+    _customer := jsonb_build_object('chan',_chan);
 
     ----------------customer------------------------------------
     SELECT dba INTO _cust FROM rlarp.cust WHERE code = CASE WHEN _chan = 'DRP' THEN _ship ELSE _bill END ;
@@ -109,19 +132,26 @@ BEGIN
     WHERE 
         code = _bill;
 
-    _rslt = _rslt||jsonb_build_object('cust',_cust,'curr',_curr,'fxrate',_rate);
-    RAISE NOTICE 'cust %', _cust;
+    _customer := jsonb_build_object(
+        'customer',
+        _customer||jsonb_build_object(
+            'cust',_cust
+            ,'curr',_curr
+            ,'fxrate',_rate
+        )
+    );
+    --RAISE NOTICE 'cust %', jsonb_pretty(_customer);
 
     ----------------price history-------------------------------
-    SELECT _rslt||jsonb_build_object('hist',rlarp.get_hist(_mold, _v1ds, _cust, substring(_chan,1,1))) INTO _rslt  ;
-    RAISE NOTICE 'result %', _rslt;
+    SELECT jsonb_build_object('hist',rlarp.get_hist(_mold, _v1ds, _cust, substring(_chan,1,1))) INTO _hist;
+    --RAISE NOTICE 'history %', jsonb_pretty(_hist);
 
     ----------------target pricing------------------------------
     SELECT 
         jsonb_build_object(
             'v0tp', 
             target_price, 
-            'stdv',
+            'v0stdv',
             stdev_price 
         )
     INTO 
@@ -133,13 +163,12 @@ BEGIN
         AND season = _seas
         AND data_segment = _v0ds
         AND region = 'ALL';
-    _rslt := _rslt||COALESCE(_v0tp,'{}'::jsonb);
     ----------------target pricing------------------------------
     SELECT 
         jsonb_build_object(
             'v1tp', 
             target_price, 
-            'stdv',
+            'v1stdv',
             stdev_price 
         )
     INTO 
@@ -152,10 +181,9 @@ BEGIN
         AND data_segment = _dseg
         AND region = 'ALL';
     --RAISE NOTICE 'target: %', jsonb_pretty(_targ);
-    _rslt := _rslt||COALESCE(_v1tp,'{}'::jsonb);
+    _pricing := (COALESCE(_v0tp,'{}'::jsonb)||COALESCE(_v1tp,'{}'::jsonb));
 
     ----------------inflation index-----------------------------
-    RAISE NOTICE 'infaltion : %', jsonb_pretty(_iidx);
     SELECT 
         jsonb_build_object(
             'iidx'
@@ -176,17 +204,21 @@ BEGIN
         )
     GROUP BY
         priority;
-    _rslt := _rslt||COALESCE(_iidx,'{}'::jsonb);
+    _pricing := _pricing||COALESCE(_iidx,'{}'::jsonb);
+    --RAISE NOTICE 'add targets: %', jsonb_pretty(_pricing);
 
     ----------------list pricing---------------------------------
     SELECT coalesce(rlarp.get_list(_bill, _ship, _item, _qty),'{}'::jsonb) INTO _list;
-    _rslt := _rslt||_list;
-    --RAISE NOTICE 'list: %', jsonb_pretty(_list);
+    _pricing := _pricing||_list;
+    --RAISE NOTICE 'add list: %', jsonb_pretty(_pricing);
 
     ----------------get premium for quote hist gap--------------
-    SELECT coalesce(rlarp.get_premium(_stlc, _seas, (SELECT xchan FROM _chx WHERE chan = _chan),_rslt->'hist'->'cust'->>'ds', _v1ds),'{}'::jsonb) INTO _prem;
-    _rslt := _rslt||_prem;
-    --RAISE NOTICE 'list: %', jsonb_pretty(_list);
+    SELECT coalesce(rlarp.get_premium(_stlc, _seas, (SELECT xchan FROM _chx WHERE chan = _chan),_hist->'hist'->'cust'->>'ds', _v1ds),'{}'::jsonb) INTO _prem;
+    _pricing := jsonb_build_object('pricing',_pricing||_prem);
+    --RAISE NOTICE 'add bridge: %', jsonb_pretty(_pricing);
+
+    _rslt := _input||_product||_customer||_pricing||_hist;
+    
 
     RETURN _rslt;