example pool record selection

api.ts

@@ -34,18 +34,35 @@ const query = await Deno.readTextFile("sql/get.pg.sql");
 const query_dseg = await Deno.readTextFile("sql/get_dseg.pg.sql");
 
 // exact scenario for existing codes
-router.get('/code_price/:billcode/:shipcode/:partcode/:qty', async (ctx) => {
+router.get('/code/:billcode/:shipcode/:partcode/:qty', async (ctx) => {
     const { billcode, shipcode, partcode, qty } = ctx.params;
     const result = await client.queryObject({args: [billcode, shipcode, partcode, qty], text: query} );
     ctx.response.body = apply_guidance(result.rows[0]["doc"]);
 });
 
+// specific customres codes but generic style code and data segment to accomodate custom colors and branding
+router.get('/dseg/:billcode/:shipcode/:stlc/:dseg/:qty', async (ctx) => {
+    const { billcode, shipcode, stlc, dseg, qty } = ctx.params;
+    const result = await client.queryObject({args: [billcode, shipcode, stlc, dseg, qty], text: query_dseg} );
+    ctx.response.body = apply_guidance(result.rows[0]["doc"]);
+});
+
 // specific customres codes but generic style code and data segment to accomodate custom colors and branding
 router.get('/dseg_price/:billcode/:shipcode/:stlc/:dseg/:qty', async (ctx) => {
     const { billcode, shipcode, stlc, dseg, qty } = ctx.params;
     const result = await client.queryObject({args: [billcode, shipcode, stlc, dseg, qty], text: query_dseg} );
-    ctx.response.body = apply_guidance(result.rows[0]["doc"]);
+    const ag = apply_guidance(result.rows[0]["doc"]);
+    ctx.response.body = ag.guidance.finalPrice.Snapped;
 });
+
+// specific customres codes but generic style code and data segment to accomodate custom colors and branding
+router.get('/dseg_reason/:billcode/:shipcode/:stlc/:dseg/:qty', async (ctx) => {
+    const { billcode, shipcode, stlc, dseg, qty } = ctx.params;
+    const result = await client.queryObject({args: [billcode, shipcode, stlc, dseg, qty], text: query_dseg} );
+    const ag = apply_guidance(result.rows[0]["doc"]);
+    ctx.response.body = ag.guidance.finalPrice.Snapped + ' (' + ag.guidance.finalPrice.Reason + ')';
+});
+
 app.use(router.routes());
 app.use(router.allowedMethods());
 

apply_guidance.ts

@@ -1,93 +1,165 @@
 export function apply_guidance(doc: any) {
 
-    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;
-    const qty = doc.inputs?.qty;
-    const pltq = doc.product?.pltq;
-    let   anchorPrice = null;
-    let   anchorSource = null;
-    let   custPrice  = null;
-    let   custSource = null;
-    let   guidance = {};
-    let   calcCeiling = null;
-    let   finalReasonUSD = "";
-    let   finalPriceUSD = null;
-    let   finalReason = "";
-    let   finalPrice = null;
-    let   ltp = qty < pltq ? 1.15 : null;
-    let   increase = 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";
-        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
-            custPrice = Number((earlyPrice * bridgePremium).toFixed(5));
-            anchorPrice = custPrice;
-            // --------if the price needs bridged, add the details to the description--------
-            if (bridgePremium === 1) {
-                anchorSource = earlySeason + ' Customer Price ' + earlyPrice;
-                custSource = anchorSource;
-            } else {
-                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) {
-                anchorSource = `Target Price ${targetPrice}`;
-                anchorPrice = targetPrice;
-            }
-        } else {
-            anchorPrice = targetPrice;
-            anchorSource = `Target Price ${targetPrice}`;
-        }
-        //------get the most relevant inflation factor number---------------------------------
-        //------anchor x inflation / fxrate---------------------------------------------------
-        let   calcPriceUSD = parseFloat((anchorPrice * inflationFactor).toFixed(5));
-        let   calcPrice = parseFloat((calcPriceUSD / fxrate).toFixed(5));
-        if (calcPrice >= list && list) {
-            calcCeiling = "Cap At List";
-            //multiply list by FX to get to USD if in CAD
-            finalPrice = list;
-            if (curr === "CA") {
-                finalReason = `${anchorSource} x ${inflationFactor} / ${fxrate} FX = ${calcPrice} CAD, cap at list ${list} CAD`;
-            } else {
-                finalReason = `${anchorSource} x ${inflationFactor} = ${calcPrice}, cap at list ${list}`;
-            }
-        } else {
-            finalPrice = calcPrice;
-            finalPriceUSD = calcPriceUSD;
-            if (curr === "CA") {
-                finalReason = `${anchorSource} x ${inflationFactor} / ${fxrate} FX = ${calcPrice} CAD`;
-            } else {
-                finalReason = `${anchorSource} x ${inflationFactor} = ${calcPrice}`;
-            }
+    function sortObjectKeys(obj) {
+        // If the object is not an actual object or is an array, return it as is
+        if (typeof obj !== 'object' || obj === null || Array.isArray(obj)) {
+            return obj;
         }
+
+        // Create a new object and sort the keys
+        const sortedObj = {};
+        Object.keys(obj).sort().forEach(key => {
+            // Recursively apply the function for nested objects
+            sortedObj[key] = sortObjectKeys(obj[key]);
+        });
+
+        return sortedObj;
+    }
+
+    function getAdjValue(number) {
+      const data = [
+        {f: 2.001, t: 1000,      snap: 3,  adj: 0   },
+        {f: 1.001, t: 2,         snap: 2,  adj: 0   },
+        {f: 0.1,   t: 1,         snap: 1,  adj: 0   },
+        {f: 0,     t: 0.1,       snap: 0,  adj: 0   },
+        {f: -1,    t: -0.00001,  snap: -1, adj: 0.05},
+        {f: -2,    t: -0.999999, snap: -2, adj: 0.05},
+        {f: -1000, t: -2.001,    snap: -3, adj: 0.10},
+      ];
+      const match = data.find(row => number >= row.f && number <= row.t);
+      return match ? match.adj : null;
+    }
+
+    //-------------------------------set flor prices-------------------------------
+    function getFloor(stlc) {
+        switch (stlc) {
+            case "SDD10000":
+                return 0.045;
+            case "SDD10001":
+                return 0.045;
+            case "SDD12000":
+                return 0.065;
+            default:
+                return null; 
+        } 
+    }
+
+    function lowestPrice(priceObject) {
+        let Price = Infinity;
+        let Reason = '';
+        let Source = '';
+        let Snapped = Infinity;
+
+        //console.log(priceObject["targ"][0]);
+        // Iterate over each property in the object
+        for (let key in priceObject) {
+            // Ignore markPrice unless targPrice is null
+            if (key === "mark" && priceObject["targ"][0] !== null) {
+                continue;
+            }
+            if (priceObject.hasOwnProperty(key)) {
+                let [cprice, creason, csource, csnap] = priceObject[key];
+                // Check if the current price is lower than the  found so far
+                if (cprice && cprice < Price) {
+                    Price = cprice;
+                    Reason = creason;
+                    Source = csource;
+                    Snapped = csnap;
+                }
+            }
+        }
+        return {Reason, Price, Source, Snapped};
+    }
+
+    function ceiling(value, significance) {
+        return Math.ceil(value / significance) * significance;
+    }
+
+    function r5(value) {
+        return Number(value.toFixed(5));
+    }
+
+    function pp(value) {
+        // Multiplies by 1000 and rounds to the nearest 2 decimals
+        var result = Math.round(value * 1000 * 100) / 100;
+
+        // Converts the number to a string with commas for thousand separators
+        return result.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2});
+    }
+
+    // --------------------extract incoming data------------------------------------------------------
+    const targetPrice     = doc.pricing?.v1tp ?? doc.pricing?.v0tp;
+    const priceBand       = doc.pricing?.v1stdv ?? doc.pricing?.v0stdv;
+    const earlyCustPrice  = doc.hist?.cust?.early_price;
+    const earlyCustSeason = doc.hist?.cust?.early_season;
+    const earlyMarkPrice  = doc.hist?.market?.early_price;
+    const earlyMarkSeason = doc.hist?.market?.early_season;
+    const bridgePremium   = doc.pricing?.bridgePremium;
+    const bridgedPrice    = Number((earlyCustPrice * (bridgePremium ?? 1.00)).toFixed(5));
+    const altHist         = doc.hist?.cust?.ds;
+    const iidx            = doc.pricing?.iidx;
+    const curr            = doc.customer?.curr;
+    const fxrate          = doc.customer?.fxrate ?? 1.0;
+    const qty             = doc.inputs?.qty;
+    const pltq            = doc.product?.pltq;
+    const inflation       = Math.max(...Object.keys(iidx).map(Number));
+    const inflationFactor = iidx[inflation];
+    const list            = doc.pricing?.list && doc.product?.itemrel === "2" ? doc.pricing?.list : null;
+    const listUSD         = list ? list * fxrate :null;
+    const stlc            = doc.inputs.stlc;
+
+    // ------------------calculate price adders------------------------------------------------------
+    let   ltp             = stlc.includes("SDD") || stlc.includes("HZP") ? 0 : (qty < pltq ? 0.15 : null);
+    let   anchor_sd       = priceBand ? ((bridgedPrice - targetPrice) / priceBand).toFixed(2) : 0
+    let   optimization    = getAdjValue(anchor_sd);
+    let   custAdder       = (ltp ?? 0) + optimization + inflationFactor;
+    let   markAdder       = (ltp ?? 0) + inflationFactor;
+    let   inflReason      = (inflationFactor ?? 0) !== 0 ? ` + ${(inflationFactor * 100).toFixed(1)}% infl`: "";
+    let   ltpReason       = ltp                          ? ` + ${(ltp * 100).toFixed(1)}% ltp` : "";
+    let   optReason       = (optimization ?? 0) !== 0    ? ` + ${(optimization * 100).toFixed(1)}% opt`: "";
+    let   custAddReason   = `${inflReason}${ltpReason}${optReason}`;
+    let   markAddReason   = `${inflReason}${ltpReason}`;
+    let   floor           = getFloor(stlc);
+
+    // ------------------start building price options------------------------------------------------
+    
+    let snap = .0005;
+    
+    let   custPrice       = r5(bridgedPrice * (1 + custAdder));
+    let   custSeason      = earlyCustSeason;
+    let   custReason      = bridgePremium 
+                                ? `${custSeason}  (similar ${altHist} price ${pp(earlyCustPrice)} x ${bridgePremium} = ${pp(bridgedPrice)})${custAddReason}`
+                                : `${custSeason} price ${pp(bridgedPrice)}${custAddReason}`;
+    let   markPrice       = r5(earlyMarkPrice * (1 + markAdder));
+    let   markReason      = `${earlyMarkSeason} ASP ${pp(earlyMarkPrice)}${markAddReason}`;
+    let   targPrice       = targetPrice ? r5(targetPrice * (1 + markAdder)) : null;
+    let   targReason      = `Target price ${pp(targetPrice)}${markAddReason}`;
+    let   listPrice       = listUSD;
+    let   listReason      = fxrate === 1 ? `list ${pp(list)}` : `list ${pp(list)} CAD ${pp(listUSD)} USD`;
+
+    let   prices = {
+        cust: [custPrice, custReason, "cust", r5(ceiling(custPrice,snap))],
+        mark: [markPrice, markReason, "mark", r5(ceiling(markPrice,snap))],
+        targ: [targPrice, targReason, "targ", r5(ceiling(targPrice,snap))],
+        list: [listPrice, listReason, "list", r5(ceiling(listPrice,snap))]
+    }
+
+    let finalPrice = lowestPrice(prices);
+    if (floor && floor > finalPrice.Price) {
+        finalPrice.Price = floor;
+        finalPrice.Snapped = floor;
+        finalPrice.Reason = `${finalPrice.Reason} floor at ${floor}`; 
+    }
+    let guidance = {
+        prices
+        ,finalPrice
+        ,targetPrice
+        ,listUSD
+        ,ltp
+        ,inflationFactor
+        ,optimization
     }
-    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;
+    //return doc;
+    return sortObjectKeys(doc);
 }

live_quote_mv.pg.sql

@@ -0,0 +1,70 @@
+
+set work_mem TO '4GB';
+
+DROP TABLE IF EXISTS rlarp.live_quotes_review_mv;
+CREATE TABLE rlarp.live_quotes_review_mv AS 
+WITH 
+lq AS MATERIALIZED (
+    SELECT 
+        lq.*
+        ,substring(lq.part,1,8) mold
+    FROM 
+        pricequote.live_quotes lq
+)
+,lqg AS (
+    SELECT 
+        lq.*
+        ,pricing->'product'->>'mold' part_group
+        ,substring(pricing->'customer'->>'chan',1,1) qchan
+        ,pricing->'customer'->>'cust' qcust
+        ,pricing->'product'->>'itemrel' item_fit
+        ,(pricing->'product'->>'pltq')::numeric pltq
+        ,(pricing->'guidance'->'finalPrice'->>'Price')::numeric guidance
+        ,pricing->'guidance'->'finalPrice'->>'Reason' reason
+        ,(pricing->'product'->>'cstd_usd_ina')::numeric fstd_usd
+        ,(pricing->'guidance'->>'ltp')::numeric ltp
+        ,(pricing->'guidance'->>'optimization')::numeric optimization
+        ,(pricing->'guidance'->>'inflationFactor')::numeric inflation
+        ,jsonb_pretty(pricing) pricing
+    FROM 
+        lq
+        LEFT JOIN LATERAL rlarp.guidance_r1(
+            rlarp.get_guidance_dseg(lq.billto,lq.shipto,substring(lq.part,1,8),lq.v1ds,lq.units_each,2024)
+        ) pricing ON TRUE
+    WHERE
+        lq.qstat ~ 'Submitted'
+)
+,hist AS (
+    SELECT 
+        g.*
+        ,gset.chan
+        --,gset.mold moldh
+        ,gset.v1ds v1dsh
+        ,gset.cust
+        ,gset.vers
+        ,je.k
+        ,seas.*
+    FROM
+        lqg g 
+        LEFT OUTER JOIN rlarp.price_pool_dev p ON
+            p.gset @> jsonb_build_object('mold',g.part_group)
+            AND p.gset ? 'cust'
+            AND p.gset ? 'v1ds'
+        LEFT JOIN LATERAL jsonb_to_record(p.gset) AS gset(
+             chan text
+            ,mold text
+            ,v1ds text
+            ,v0ds text
+            ,cust text
+            ,vers text
+            --,nurs text
+            --,ghse text
+        ) ON TRUE
+        LEFT JOIN LATERAL jsonb_each(p.season) je(k,v) on true
+        LEFT JOIN Lateral jsonb_to_record(je.v) as seas(
+        	units numeric
+        	,sales_usd numeric
+        	,price_usd numeric
+        ) ON TRUE
+)
+SELECT * FROM hist;

sql/apply_guidance.pg.sql

@@ -0,0 +1,152 @@
+CREATE OR REPLACE FUNCTION rlarp.guidance_r1(doc jsonb)
+RETURNS jsonb
+LANGUAGE plv8
+AS $function$
+
+    function getAdjValue(number) {
+      const data = [
+        {f: 2.001, t: 1000,      snap: 3,  adj: 0   },
+        {f: 1.001, t: 2,         snap: 2,  adj: 0   },
+        {f: 0.1,   t: 1,         snap: 1,  adj: 0   },
+        {f: 0,     t: 0.1,       snap: 0,  adj: 0   },
+        {f: -1,    t: -0.00001,  snap: -1, adj: 0.05},
+        {f: -2,    t: -0.999999, snap: -2, adj: 0.05},
+        {f: -1000, t: -2.001,    snap: -3, adj: 0.10},
+      ];
+      const match = data.find(row => number >= row.f && number <= row.t);
+      return match ? match.adj : null;
+    }
+
+    //-------------------------------set flor prices-------------------------------
+    function getFloor(stlc) {
+        switch (stlc) {
+            case "SDD10000":
+                return 0.045;
+            case "SDD10001":
+                return 0.045;
+            case "SDD12000":
+                return 0.065;
+            default:
+                return null; 
+        } 
+    }
+
+    function lowestPrice(priceObject) {
+        let Price = Infinity;
+        let Reason = '';
+        let Source = '';
+        let Snapped = Infinity;
+
+        //console.log(priceObject["targ"][0]);
+        // Iterate over each property in the object
+        for (let key in priceObject) {
+            // Ignore markPrice unless targPrice is null
+            if (key === "mark" && priceObject["targ"][0] !== null) {
+                continue;
+            }
+            if (priceObject.hasOwnProperty(key)) {
+                let [cprice, creason, csource, csnap] = priceObject[key];
+                // Check if the current price is lower than the  found so far
+                if (cprice && cprice < Price) {
+                    Price = cprice;
+                    Reason = creason;
+                    Source = csource;
+                    Snapped = csnap;
+                }
+            }
+        }
+        return {Reason, Price, Source, Snapped};
+    }
+
+    function ceiling(value, significance) {
+        return Math.ceil(value / significance) * significance;
+    }
+
+    function r5(value) {
+        return Number(value.toFixed(5));
+    }
+
+    function pp(value) {
+        // Multiplies by 1000 and rounds to the nearest 2 decimals
+        var result = Math.round(value * 1000 * 100) / 100;
+
+        // Converts the number to a string with commas for thousand separators
+        return result.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2});
+    }
+
+    // --------------------extract incoming data------------------------------------------------------
+    const targetPrice     = doc.pricing?.v1tp ?? doc.pricing?.v0tp;
+    const priceBand       = doc.pricing?.v1stdv ?? doc.pricing?.v0stdv;
+    const earlyCustPrice  = doc.hist?.cust?.early_price;
+    const earlyCustSeason = doc.hist?.cust?.early_season;
+    const earlyMarkPrice  = doc.hist?.market?.early_price;
+    const earlyMarkSeason = doc.hist?.market?.early_season;
+    const bridgePremium   = doc.pricing?.bridgePremium;
+    const bridgedPrice    = Number((earlyCustPrice * (bridgePremium ?? 1.00)).toFixed(5));
+    const altHist         = doc.hist?.cust?.ds;
+    const iidx            = doc.pricing?.iidx;
+    const curr            = doc.customer?.curr;
+    const fxrate          = doc.customer?.fxrate ?? 1.0;
+    const qty             = doc.inputs?.qty;
+    const pltq            = doc.product?.pltq;
+    const inflation       = iidx ? Math.max(...Object.keys(iidx).map(Number)) : null;
+    const inflationFactor = iidx ? iidx[inflation] : 0;
+    const list            = doc.pricing?.list && doc.product?.itemrel === "2" ? doc.pricing?.list : null;
+    const listUSD         = list ? list * fxrate :null;
+    const stlc            = doc.inputs.stlc;
+
+    // ------------------calculate price adders------------------------------------------------------
+    let   ltp             = stlc.includes("SDD") || stlc.includes("HZP") ? 0 : (qty < pltq ? 0.15 : null);
+    let   anchor_sd       = priceBand ? ((bridgedPrice - targetPrice) / priceBand).toFixed(2) : 0
+    let   optimization    = getAdjValue(anchor_sd);
+    let   custAdder       = (ltp ?? 0) + optimization + inflationFactor;
+    let   markAdder       = (ltp ?? 0) + inflationFactor;
+    let   inflReason      = (inflationFactor ?? 0) !== 0 ? ` + ${(inflationFactor * 100).toFixed(1)}% infl`: "";
+    let   ltpReason       = ltp                          ? ` + ${(ltp * 100).toFixed(1)}% ltp` : "";
+    let   optReason       = (optimization ?? 0) !== 0    ? ` + ${(optimization * 100).toFixed(1)}% opt`: "";
+    let   custAddReason   = `${inflReason}${ltpReason}${optReason}`;
+    let   markAddReason   = `${inflReason}${ltpReason}`;
+    let   floor           = getFloor(stlc);
+
+    // ------------------start building price options------------------------------------------------
+    
+    let snap = .0005;
+    
+    let   custPrice       = r5(bridgedPrice * (1 + custAdder));
+    let   custSeason      = earlyCustSeason;
+    let   custReason      = bridgePremium 
+                                ? `${custSeason}  (similar ${altHist} price ${pp(earlyCustPrice)} x ${bridgePremium} = ${pp(bridgedPrice)})${custAddReason}`
+                                : `${custSeason} price ${pp(bridgedPrice)}${custAddReason}`;
+    let   markPrice       = r5(earlyMarkPrice * (1 + markAdder));
+    let   markReason      = `${earlyMarkSeason} ASP ${pp(earlyMarkPrice)}${markAddReason}`;
+    let   targPrice       = targetPrice ? r5(targetPrice * (1 + markAdder)) : null;
+    let   targReason      = `Target price ${pp(targetPrice)}${markAddReason}`;
+    let   listPrice       = listUSD;
+    let   listReason      = fxrate === 1 ? `list ${pp(list)}` : `list ${pp(list)} CAD ${pp(listUSD)} USD`;
+
+    let   prices = {
+        cust: [custPrice, custReason, "cust", r5(ceiling(custPrice,snap))],
+        mark: [markPrice, markReason, "mark", r5(ceiling(markPrice,snap))],
+        targ: [targPrice, targReason, "targ", r5(ceiling(targPrice,snap))],
+        list: [listPrice, listReason, "list", r5(ceiling(listPrice,snap))]
+    }
+
+    let finalPrice = lowestPrice(prices);
+    if (floor && floor > finalPrice.Price) {
+        finalPrice.Price = floor;
+        finalPrice.Snapped = floor;
+        finalPrice.Reason = `${finalPrice.Reason} floor at ${floor}`; 
+    }
+    let guidance = {
+        prices
+        ,finalPrice
+        ,targetPrice
+        ,listUSD
+        ,ltp
+        ,inflationFactor
+        ,optimization
+    }
+    doc.guidance = guidance;
+    return doc;
+
+$function$;

sql/consume_pricepool.pg.sql

@@ -0,0 +1,33 @@
+SELECT 
+     gset.cust
+    ,gset.vers
+    ,gset.chan
+    ,gset.nurs
+    ,gset.ghse
+    ,gset.mold
+    ,gset.v1ds
+    ,gset.v0ds
+    ,je.k
+    ,seas.*
+FROM 
+    rlarp.price_pool_dev p
+    LEFT JOIN LATERAL jsonb_to_record(p.gset) AS gset(
+         chan text
+        ,mold text
+        ,v1ds text
+        ,v0ds text
+        ,cust text
+        ,vers text
+        ,nurs text
+        ,ghse text
+    ) ON TRUE
+    LEFT JOIN LATERAL jsonb_each(p.season) je(k,v) on true
+    LEFT JOIN Lateral jsonb_to_record(je.v) as seas(
+        units numeric
+        ,sales_usd numeric
+        ,price_usd numeric
+    ) ON TRUE
+WHERE 
+            gset @> '{"mold":"TFR001G0","v0ds":"BASE"}' 
+    AND     agglevel ?| array['chan', 'mold', 'v0ds'] 
+    AND NOT agglevel ?| array['cust','ghse'];

sql/get_cust.pg.sql

@@ -0,0 +1,79 @@
+----takes 2 DBA's and returns the channel----------
+CREATE OR REPLACE FUNCTION rlarp.get_cust(billcode text, shipcode text)
+RETURNS jsonb
+LANGUAGE plpgsql AS
+$func$
+DECLARE
+    _chan         text;
+    _chantp       text;
+    _bill_class   text;
+    _ship_class   text;
+    _bill_dba     text;
+    _ship_dba     text;
+    _cust         text;
+    _bill_curr    text;
+    _bill_rate    numeric;
+    _crec         jsonb;
+    _ret          jsonb;
+    _record       jsonb;
+
+BEGIN
+    SELECT jsonb_agg(row_to_json(c)::jsonb) INTO _crec FROM rlarp.cust c WHERE code IN (billcode, shipcode);
+    
+    --RAISE NOTICE '%', jsonb_pretty(_crec);
+
+    FOR _record IN SELECT * FROM jsonb_array_elements(_crec)
+    LOOP
+        -- Check if the record is for billcode or shipcode and assign values accordingly
+        IF (_record->>'code')::text = billcode THEN
+            _bill_dba := (_record->>'dba')::text;
+            _bill_class := (_record->>'cclass')::text;
+            _bill_curr := (_record->>'currency')::text;
+            _bill_rate := (_record->>'fxcurr')::text;
+            -- Add other billcode related assignments here
+        END IF;
+
+        IF (_record->>'code')::text = shipcode THEN
+            _ship_dba := (_record->>'dba')::text;
+            _ship_class := (_record->>'cclass')::text;
+            -- Add other shipcode related assignments here
+        END IF;
+    END LOOP;
+
+    SELECT
+        CASE WHEN SUBSTRING(_bill_class,2,3) = 'DIS' 
+            THEN CASE WHEN SUBSTRING(_ship_class,2,3) = 'DIS' THEN 'WHS' ELSE 'DRP' END
+            ELSE 'DIR'
+        END
+    INTO
+        _chan;
+
+    SELECT
+        CASE WHEN SUBSTRING(_bill_class,2,3) = 'DIS' 
+            THEN CASE WHEN SUBSTRING(_ship_class,2,3) = 'DIS' THEN 'DISTRIBUTOR' ELSE 'DISTRIB DROP SHIP' END
+            ELSE 'DIRECT'
+        END
+    INTO
+        _chantp;
+
+    SELECT
+        CASE WHEN _chan = 'DRP' THEN _ship_dba ELSE _bill_dba END
+    INTO
+        _cust;
+
+    _ret := jsonb_build_object('customer',
+                jsonb_build_object(
+                    'cust',_cust,
+                    'chan',_chan,
+                    'chantp',_chantp,
+                    'curr',_bill_curr,
+                    'fxrate',_bill_rate,
+                    'bill_dba',_bill_dba,
+                    'ship_dba',_ship_dba
+                )
+    );
+
+    RETURN _ret;
+
+END
+$func$;

sql/get_guidance.pg.sql

@@ -42,7 +42,7 @@ BEGIN
     INTO 
         _mold,_stlc,_v1ds ,  _v0ds, _iidx
     FROM 
-        "CMS.CUSLG".itemmv i 
+        "CMS.CUSLG".itemm i 
         INNER JOIN rlarp.molds m ON 
             m.stlc = i.stlc 
     WHERE 

sql/get_guidance_dseg.pg.sql

@@ -1,4 +1,4 @@
-DROP FUNCTION rlarp.get_guidance_dseg;
+DROP FUNCTION rlarp.get_guidance_dseg CASCADE;
 CREATE OR REPLACE FUNCTION rlarp.get_guidance_dseg(_bill text, _ship text, _stlc text, _dseg text, _qty numeric, _seas int)
 RETURNS jsonb 
 LANGUAGE plpgsql AS
@@ -15,6 +15,10 @@ DECLARE
     _item     text;
     _unti     text;
     _pltq     numeric;
+    _cstd     numeric;
+    _cstdina  numeric;
+    _fstd     numeric;
+    _fstdina  numeric;
     _cust     text;
     _curr     text;
     _rate     numeric;
@@ -64,110 +68,114 @@ BEGIN
         ,item
         ,idxk
         ,prefer
-        ,(SELECT unti FROM "CMS.CUSLG".itemm WHERE item = best.item)
+        ,pltq
+        ,curstdus
+        ,curstdus_ina
+        ,futstdus
+        ,futstdus_ina
     INTO 
         _mold
         ,_item
         ,_iidx
         ,_itemr
-        ,_unti
+        ,_pltq
+        ,_cstd
+        ,_cstdina
+        ,_fstd
+        ,_fstdina
     FROM
         (
             SELECT
-                m.part_group
+                i.partgroup part_group
                 ,min(i.item) item
                 ,i.stlc
                 ,i.v1ds
-                ,i.v0ds
+                ,_ds.dataseg v0ds
+                ,i.mpck pltq
+                ,avg(i.curstdus) FILTER (WHERE aplnt <> 'I') curstdus
+                ,avg(i.curstdus)                             curstdus_ina
+                ,avg(i.futstdus) FILTER (WHERE aplnt <> 'I') futstdus
+                ,avg(i.futstdus)                             futstdus_ina
                 ,jsonb_strip_nulls(jsonb_build_object('assc',CASE WHEN i.assc <> '' THEN i.assc ELSE null::text END,'majg',i.majg::int,'coltier',i.coltier)) idxk
-                ,CASE WHEN i.v1ds = _v1ds THEN 2 ELSE CASE WHEN i.v0ds = _v0ds THEN 1 ELSE 0 END END prefer
+                ,CASE WHEN i.v1ds = _v1ds THEN 2 ELSE CASE WHEN _ds.dataseg = _v0ds THEN 1 ELSE 0 END END prefer
             FROM 
-                "CMS.CUSLG".itemmv i 
-                INNER JOIN rlarp.molds m ON 
-                    m.stlc = i.stlc 
+                "CMS.CUSLG".itemm i 
+                LEFT OUTER JOIN _ds ON
+                    _ds.colgrp = i.colgrp
+                    AND _ds.brand = SUBSTRING(i.branding,1,1)
+                --INNER JOIN rlarp.molds m ON 
+                --    m.stlc = i.stlc 
             WHERE 
                 i.stlc = _stlc
             GROUP BY
-                m.part_group
+                i.partgroup
                 ,i.stlc
                 ,i.v1ds
-                ,i.v0ds
+                ,_ds.dataseg
+                ,i.mpck
                 ,jsonb_strip_nulls(jsonb_build_object('assc',CASE WHEN i.assc <> '' THEN i.assc ELSE null::text END,'majg',i.majg::int,'coltier',i.coltier))
-                ,CASE WHEN i.v1ds = _v1ds THEN 2 ELSE CASE WHEN i.v0ds = _v0ds THEN 1 ELSE 0 END END
+                ,CASE WHEN i.v1ds = _v1ds THEN 2 ELSE CASE WHEN _ds.dataseg = _v0ds THEN 1 ELSE 0 END END
         ) best
     ORDER BY
         prefer DESC
     LIMIT 1;
     _product := 
         jsonb_build_object(
-            'mold',_mold
-            ,'item',_item
-            ,'itemrel',_itemr
-            ,'iidx',_iidx
-            ,'unti',_unti
+            'product'
+            ,jsonb_build_object(
+                'mold',_mold
+                ,'item',_item
+                ,'itemrel',_itemr
+                ,'iidx',_iidx
+                ,'pltq',_pltq
+                ,'cstd_usd',_cstd
+                ,'cstd_usd_ina',_cstdina
+                ,'fstd_usd',_fstd
+                ,'fstd_usd_ina',_fstdina
+            )
         );
     --RAISE NOTICE 'item data %', jsonb_pretty(_product||_input);
 
-    ----------------pallet quantity-----------------------------
-    SELECT 
-        ROUND(uom.nm/uom.dm,1) pltq
-    INTO
-        _pltq
-    FROM 
-        (
-            SELECT 
-                jsonb_agg(row_to_json(d)::jsonb) jdoc 
-            FROM 
-                (
-                    select distinct 
-                        _item partn 
-                        ,'PLT' fu
-                        ,_unti  tu 
-                ) d
-        ) c 
-        JOIN LATERAL rlarp.uom_array(c.jdoc) uom ON TRUE;
-
-    _product := jsonb_build_object('product',_product||jsonb_build_object('pltq',_pltq));
-
     ----------------channel-------------------------------------
 
-    SELECT rlarp.channel_code(_bill, _ship) INTO _chan;
-    _customer := jsonb_build_object('chan',_chan);
+    SELECT rlarp.get_cust(_bill, _ship) INTO _customer;
+    --_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 ;
-    SELECT 
-        currency, 
-        (SELECT 
-            x.rate 
-        FROM 
-            rlarp.ffcret x 
-        WHERE 
-            x.perd = (select fspr from rlarp.gld where drange @> current_date)
-            AND x.rtyp = 'MA' 
-            and x.fcur = currency 
-            AND x.tcur = 'US'
-        ) 
-    INTO 
-        _curr 
-        ,_rate
-    FROM 
-        rlarp.cust 
-    WHERE 
-        code = _bill;
+    --SELECT dba INTO _cust FROM rlarp.cust WHERE code = CASE WHEN _chan = 'DRP' THEN _ship ELSE _bill END ;
+    --SELECT 
+    --    currency, 
+    --    (SELECT 
+    --        x.rate 
+    --    FROM 
+    --        rlarp.ffcret x 
+    --    WHERE 
+    --        x.perd = (select fspr from rlarp.gld where drange @> current_date)
+    --        AND x.rtyp = 'MA' 
+    --        and x.fcur = currency 
+    --        AND x.tcur = 'US'
+    --    ) 
+    --INTO 
+    --    _curr 
+    --    ,_rate
+    --FROM 
+    --    rlarp.cust 
+    --WHERE 
+    --    code = _bill;
 
-    _customer := jsonb_build_object(
-        'customer',
-        _customer||jsonb_build_object(
-            'cust',_cust
-            ,'curr',_curr
-            ,'fxrate',_rate
-        )
-    );
+    --_customer := jsonb_build_object(
+    --    'customer',
+    --    _customer||jsonb_build_object(
+    --        'cust',_cust
+    --        ,'curr',_curr
+    --        ,'fxrate',_rate
+    --    )
+    --);
     --RAISE NOTICE 'cust %', jsonb_pretty(_customer);
 
     ----------------price history-------------------------------
-    SELECT jsonb_build_object('hist',rlarp.get_hist(_mold, _v1ds, _cust, substring(_chan,1,1))) INTO _hist;
+    --RAISE NOTICE 'varb %', _customer;
+    SELECT jsonb_build_object('hist',rlarp.get_hist(_mold, _v1ds, _customer->'customer'->>'cust', substring(_customer->'customer'->>'chan',1,1))) INTO _hist;
     --RAISE NOTICE 'history %', jsonb_pretty(_hist);
 
     ----------------target pricing------------------------------
@@ -186,7 +194,8 @@ BEGIN
         mold = _stlc
         AND season = _seas
         AND data_segment = _v0ds
-        AND region = 'ALL';
+        AND region = 'ALL'
+        AND chan = _customer->'customer'->>'chantp';
     ----------------target pricing------------------------------
     SELECT 
         jsonb_build_object(
@@ -203,7 +212,8 @@ BEGIN
         mold = _stlc
         AND season = _seas
         AND data_segment = _dseg
-        AND region = 'ALL';
+        AND region = 'ALL'
+        AND chan = _customer->'customer'->>'chantp';
     --RAISE NOTICE 'target: %', jsonb_pretty(_targ);
     _pricing := (COALESCE(_v0tp,'{}'::jsonb)||COALESCE(_v1tp,'{}'::jsonb));
 
@@ -237,7 +247,7 @@ BEGIN
     --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),_hist->'hist'->'cust'->>'ds', _v1ds),'{}'::jsonb) INTO _prem;
+    SELECT coalesce(rlarp.get_premium(_stlc, _seas, _customer->'customer'->>'chantp',_hist->'hist'->'cust'->>'ds', _v1ds),'{}'::jsonb) INTO _prem;
     _pricing := jsonb_build_object('pricing',_pricing||_prem);
     --RAISE NOTICE 'add bridge: %', jsonb_pretty(_pricing);
 

sql/get_hist.pg.sql

@@ -16,6 +16,7 @@ sort AS (
         ,gset.*
         ,row_number() OVER (PARTITION BY p.agglevel ORDER BY avgunits DESC) rn
         ,stats.*
+        ,season
     FROM 
         rlarp.price_pool_dev p
         JOIN LATERAL jsonb_to_record(gset) AS gset(
@@ -37,6 +38,8 @@ sort AS (
             ,early_price     numeric
             ,recent_season   int
             ,recent_price    numeric
+            ,last_season   int
+            ,last_price    numeric
         ) ON TRUE
     WHERE
         gset @> jsonb_build_object(
@@ -95,6 +98,9 @@ SELECT
     ,early_price
     ,recent_season
     ,recent_price
+    ,last_season
+    ,last_price
+    ,season
 FROM 
     sort 
 )
@@ -104,7 +110,7 @@ FROM
         ,('customer v0ds other',7)
         ,('customer v0ds vol'  ,3)
         ,('customer v1ds other',6)
-        ,('customer v1ds vol'  ,2)
+        ,('customer v1ds vol'  ,2) --this will always sort to the top, v0ds will never sort to the top. you will always be getting the highest volume base price
         ,('market exact'       ,4)
         ,('market v0ds other'  ,9)
         ,('market v0ds vol'    ,5)
@@ -130,13 +136,16 @@ FROM
                      ,'early_price'    ,early_price
                      ,'recent_season'  ,recent_season
                      ,'recent_price'   ,recent_price
+                     ,'last_season'    ,last_season
+                     ,'last_price'     ,last_price
                      ,'ds'             ,COALESCE(v1ds,v0ds)
-                    ,'rank'
-                    ,row_number() OVER (PARTITION BY flag.source ORDER BY rel.prefer ASC)
+                    ,'rank'            ,row_number() OVER (PARTITION BY flag.source ORDER BY rel.prefer ASC)
+                    ,'pricinghistory'  ,season
                 )
             )
         ) doc
         ,row_number() OVER (PARTITION BY flag.source ORDER BY rel.prefer ASC) rnk
+        ,season
     FROM 
         flag 
         LEFT OUTER JOIN rel ON

sql/get_hist_debug.pg.sql

@@ -0,0 +1,173 @@
+WITH
+sel AS (select 'v1:T..PLT..' _v1ds, 'KAWAHARA NURSERY' _cust, 'AZE10001' _mold, 'D' _chan)
+,sort AS (
+    SELECT 
+         p.agglevel
+        ,CASE WHEN p.agglevel ? 'cust' THEN 'cust' ELSE 'market' END source
+        ,COALESCE(gset.v1ds = _v1ds,false) v1ds_match
+        ,gset.chan = _chan chan_match
+        ,gset.*
+        ,row_number() OVER (PARTITION BY p.agglevel ORDER BY avgunits DESC) rn
+        ,stats.*
+        ,season
+    FROM 
+        rlarp.price_pool_dev p
+        CROSS JOIN sel
+        JOIN LATERAL jsonb_to_record(gset) AS gset(
+             chan text
+            ,mold text
+            ,v1ds text
+            ,v0ds text
+            ,cust text
+            ,vers text
+            --,nurs text
+            --,ghse text
+        ) ON TRUE
+        JOIN LATERAL jsonb_to_record(stats) AS stats(
+             avgunits       numeric
+            ,avgtargetprice numeric
+            ,avgordcount    numeric
+            ,avgcustcount   numeric
+            ,early_season    int
+            ,early_price     numeric
+            ,recent_season   int
+            ,recent_price    numeric
+            ,last_season   int
+            ,last_price    numeric
+        ) ON TRUE
+    WHERE
+        gset @> jsonb_build_object(
+            'mold', _mold
+            ,'vers', 'A'
+        )
+        AND (
+            gset @> jsonb_build_object(
+                'cust', _cust
+            )
+            OR NOT gset ? 'cust'
+        )
+        AND COALESCE(stats.early_season,stats.recent_season) IS NOT NULL
+        AND NOT p.agglevel ? 'nurs'
+        AND NOT p.agglevel ? 'ghse'
+    ORDER BY
+        source ASC
+        ,rn ASC
+)
+,rel AS (
+    SELECT * FROM (values
+         ('customer exact'     ,1)
+        ,('customer v0ds other',7)
+        ,('customer v0ds vol'  ,3)
+        ,('customer v1ds other',6)
+        ,('customer v1ds vol'  ,2) --this will always sort to the top, v0ds will never sort to the top. you will always be getting the highest volume base price
+        ,('market exact'       ,4)
+        ,('market v0ds other'  ,9)
+        ,('market v0ds vol'    ,5)
+        ,('market v1ds other'  ,8)
+    ) x (flag,prefer)
+)
+,flag AS (
+SELECT 
+     --agglevel
+     CASE source
+        WHEN 'cust' THEN
+            CASE WHEN v1ds IS NOT NULL THEN
+                CASE WHEN v1ds_match   THEN 'customer exact' ELSE 
+                    CASE WHEN rn = 1 THEN 'customer v1ds vol' ELSE 'customer v1ds other' END
+                END 
+            ELSE 
+                CASE WHEN rn = 1 THEN 'customer v0ds vol' ELSE 'customer v0ds other' END
+            END
+        ELSE
+            CASE WHEN v1ds IS NOT NULL THEN
+                CASE WHEN v1ds_match   THEN 'market exact' ELSE 
+                    CASE WHEN rn = 1 THEN 'market v1ds vol' ELSE 'market v1ds other' END
+                END 
+            ELSE 
+                CASE WHEN rn = 1 THEN 'market v0ds vol' ELSE 'market v0ds other' END
+            END
+    END relevance
+    ,source
+    ,v1ds_match
+    ,chan_match
+    ,chan
+    ,mold
+    ,v1ds
+    ,v0ds
+    ,cust
+    ,vers
+    ,rn  
+    ,row_number() OVER (PARTITION BY source ORDER BY rel.prefer ASC) rnk
+    ,avgunits
+    ,avgordcount
+    ,avgcustcount
+    ,avgtargetprice
+    ,early_season
+    ,early_price
+    ,recent_season
+    ,recent_price
+    ,last_season
+    ,last_price
+    ,season
+FROM 
+    sort 
+    LEFT OUTER JOIN rel ON
+        rel.flag = CASE source
+                        WHEN 'cust' THEN
+                            CASE WHEN v1ds IS NOT NULL THEN
+                                CASE WHEN v1ds_match   THEN 'customer exact' ELSE 
+                                    CASE WHEN rn = 1 THEN 'customer v1ds vol' ELSE 'customer v1ds other' END
+                                END 
+                            ELSE 
+                                CASE WHEN rn = 1 THEN 'customer v0ds vol' ELSE 'customer v0ds other' END
+                            END
+                        ELSE
+                            CASE WHEN v1ds IS NOT NULL THEN
+                                CASE WHEN v1ds_match   THEN 'market exact' ELSE 
+                                    CASE WHEN rn = 1 THEN 'market v1ds vol' ELSE 'market v1ds other' END
+                                END 
+                            ELSE 
+                                CASE WHEN rn = 1 THEN 'market v0ds vol' ELSE 'market v0ds other' END
+                            END
+                    END 
+)
+,rel_sort AS (
+    SELECT 
+        -- flag.relevance
+        --,flag.source
+        --,rel.prefer
+        --,row_number() OVER (PARTITION BY flag.source ORDER BY rel.prefer ASC) best
+        jsonb_strip_nulls(
+            jsonb_build_object(
+                flag.source
+                ,jsonb_build_object(
+                      'relevance'      ,relevance
+                     ,'avgunits'       ,avgunits
+                     ,'avgordcount'    ,avgordcount
+                     ,'avgcustcount'   ,avgcustcount
+                     ,'avgtargetprice' ,avgtargetprice
+                     ,'early_season'   ,early_season
+                     ,'early_price'    ,early_price
+                     ,'recent_season'  ,recent_season
+                     ,'recent_price'   ,recent_price
+                     ,'last_season'    ,last_season
+                     ,'last_price'     ,last_price
+                     ,'ds'             ,COALESCE(v1ds,v0ds)
+                    ,'rank'            ,rnk
+                    ,'pricinghistory'  ,season
+                )
+            )
+        ) doc
+        ,rnk
+        ,season
+    FROM 
+        flag 
+    WHERE 
+        relevance ~ 'vol|exact'
+)
+--SELECT rnk, jsonb_pretty(doc) doc, jsonb_pretty(season) season FROM rel_sort
+--SELECT jsonb_pretty(jsonb_agg(doc)) FROM rel_sort
+--SELECT jsonb_pretty(jsonb_obj_aggc(doc)) FROM rel_sort--INTO _result FROM rel_sort WHERE rnk = 1;
+--SELECT * FROM rel_sort;
+SELECT * FROM flag
+--SELECT jsonb_obj_aggc(doc) FROM rel_sort WHERE rnk = 1;

sql/get_list.pg.sql

@@ -0,0 +1,233 @@
+CREATE OR REPLACE FUNCTION rlarp.get_list(_billto text, _shipto text, _item text, _qty numeric)
+RETURNS jsonb
+LANGUAGE plpgsql AS
+--DO
+$func$
+DECLARE
+--    _billto text;
+--    _shipto text;
+--    _item   text;
+--    _qty    numeric;
+    _rslt   jsonb;
+
+BEGIN
+    --_billto := 'DIAM0004';
+    --_shipto := 'DIAM0004';
+    --_item   := 'AMK06000G18B054';
+    --_qty    := 5400;
+
+CREATE TEMP TABLE IF NOT EXISTS cp AS (
+--every unqiue price list scenario
+SELECT
+     s.bill_cust
+    ,s.ship_cust
+    ,s.part
+    ,i.unti unit
+    ,s.qtyord
+    ,i.uomp
+    ,CASE WHEN COALESCE(sc.plevel,'') = '' THEN bc.plevel ELSE sc.plevel END plvl
+FROM
+    (SELECT _billto bill_cust, _shipto ship_cust, _item part, _qty qtyord) s
+    LEFT OUTER JOIN "CMS.CUSLG".itemm i ON
+        i.item = s.part
+    LEFT OUTER JOIN rlarp.cust sc ON
+        sc.code = s.ship_cust
+    LEFT OUTER JOIN rlarp.cust bc ON
+        bc.code = s.bill_cust
+WHERE
+    CASE WHEN COALESCE(sc.plevel,'') = '' THEN bc.plevel ELSE sc.plevel END <> ''
+GROUP BY
+     s.bill_cust
+    ,s.ship_cust
+    ,s.part
+    ,i.unti
+    ,s.qtyord
+    ,i.uomp
+    ,CASE WHEN COALESCE(sc.plevel,'') = '' THEN bc.plevel ELSE sc.plevel END
+) WITH DATA;
+
+--drop table cp
+--SELECT * FROM cp WHERE bill_cust = 'DIST0008'  and part = 'TCF06SG0G18C050' and ship_cust = 'DIST0007'
+
+CREATE TEMP TABLE IF NOT EXISTS plfull AS (
+--all all rows for relevant part/price levels
+WITH 
+----------unique price points-----------------------
+lvl AS (
+    SELECT DISTINCT
+        plvl
+        ,part
+        ,unit
+    FROM
+        cp
+)
+------------join prices for price level------------
+,plj AS (
+    SELECT
+        lvl.plvl
+        ,lvl.part
+        ,lvl.unit
+        ,i.jcplcd
+        ,i.jcunit
+        ,i.jcvoll
+        ,i.jcpric
+    FROM
+        lvl
+        INNER JOIN "CMS.CUSLG".iprcbhc hc ON
+            hc.jbplvl  = lvl.plvl
+            AND current_date BETWEEN hc.jbfdat AND hc.jbtdat 
+        INNER JOIN lgdat.iprcc i ON
+            i.jcplcd = hc.jbplcd 
+            AND i.jcpart = lvl.part
+)
+-----------uom conversions-------------------
+,uom AS (
+    SELECT 
+        uom.p part
+        ,uom.f
+        ,uom.t
+        ,uom.nm/uom.dm rate
+    FROM 
+        (
+            SELECT 
+                jsonb_agg(row_to_json(d)::jsonb) jdoc 
+            FROM 
+                (
+                    SELECT DISTINCT 
+                        part partn 
+                        ,jcunit fu
+                        ,unit tu 
+                    FROM 
+                        plj
+                    WHERE 
+                        part <> ''
+                ) d
+        ) c 
+        JOIN LATERAL rlarp.uom_array(c.jdoc) uom ON TRUE
+)
+------price list sorted---------------------
+    SELECT
+         plj.plvl
+        ,plj.part
+        ,plj.unit
+        ,plj.jcplcd
+        --,plj.jcunit
+        ,round(plj.jcvoll * uom.rate,5) vol
+        ,round(plj.jcpric / uom.rate,5) price
+        --,uom.rate
+        --dont partition by list code becuase there could be duplicate assignments
+        ,row_number() OVER (PARTITION BY plj.plvl, plj.part, plj.unit ORDER BY round(plj.jcvoll * uom.rate,5) ASC) rn
+    FROM
+        plj
+        INNER JOIN uom  ON
+            uom.part = plj.part
+            AND uom.f = plj.jcunit
+            AND uom.t = plj.unit
+) WITH DATA;
+
+--select * from plfull
+
+CREATE TEMP TABLE IF NOT EXISTS pl AS (
+--create from-to volume range for price list
+WITH RECURSIVE
+pl(plvl, listcode, part, unit, volf, volt, price1, price2, rn, lvl) AS (
+    SELECT
+         p1.plvl
+        ,p1.jcplcd as listcode
+        ,p1.part
+        ,p1.unit
+        ,0::numeric     volf
+        ,p1.vol         volt
+        ,null::numeric  price1
+        ,p1.price       price2
+        ,p1.rn
+        ,0 lvl
+    FROM
+        plfull p1
+    WHERE
+        p1.rn = 1
+    UNION ALL
+    SELECT
+         pl.plvl
+        ,COALESCE(f.jcplcd,pl.listcode) listcode
+        ,pl.part
+        ,pl.unit
+        ,pl.volt                    volf
+        ,COALESCE(f.vol,999999999)  volt
+        ,pl.price2                  price1
+        ,f.price                    price2
+        ,f.rn
+        ,pl.lvl + 1
+    FROM
+        pl
+        LEFT OUTER JOIN plfull f ON
+                f.plvl = pl.plvl
+            AND f.part = pl.part
+            AND f.unit = pl.unit
+            AND f.rn = pl.rn + 1
+    WHERE
+        pl.price2 IS NOT NULL
+) SEARCH DEPTH FIRST BY part, plvl, unit SET ordercol
+SELECT
+    plvl
+    ,listcode
+    ,part
+    ,unit
+    ,volf
+    ,volt
+    ,numrange(volf, volt) vrange
+    ,price1 price
+    --,price2
+    --,rn
+    --,lvl
+    --,ordercol
+FROM 
+    pl
+ORDER BY 
+    ordercol 
+) WITH DATA;
+
+--select * from pl
+--add primary key to test if there are any price level that overlap the same part number
+--alter table pl add primary key (plvl, part, unit, vrange);
+
+CREATE TEMP TABLE IF NOT EXISTS cpj AS (
+--go back to every unique scenario and join to modified list with volum range
+SELECT
+    cp.*
+    ,pl.price
+    ,pl.listcode
+FROM
+    cp
+    INNER JOIN pl ON
+        pl.part = cp.part
+        AND pl.plvl = cp.plvl
+        AND pl.unit = cp.unit
+WHERE
+    pl.vrange @> cp.qtyord
+) WITH DATA;
+
+--select * from cpj where part = 'TCF06SG0G18C050'
+
+SELECT
+    jsonb_build_object('list',cpj.price) 
+    ||jsonb_build_object('listcode',cpj.listcode) 
+    ||jsonb_build_object('plvl',cpj.plvl)
+INTO
+    _rslt
+FROM
+    cpj;
+
+--RAISE NOTICE 'list: %' ,_rslt;
+
+DROP TABLE IF EXISTS cp;
+DROP TABLE IF EXISTS plfull;
+DROP TABLE IF EXISTS pl;
+DROP TABLE IF EXISTS cpj;
+
+RETURN _rslt;
+
+
+END;
+$func$;
+

sql/live_quote_nohist.pg.sql

@@ -0,0 +1,69 @@
+DROP TABLE IF EXISTS rlarp.live_quotes_nohist;
+
+CREATE TABLE rlarp.live_quotes_nohist AS 
+WITH 
+lq AS MATERIALIZED (
+    SELECT 
+        lq.*
+        ,substring(lq.part,1,8) mold
+    FROM 
+        pricequote.live_quotes lq
+)
+,lqg AS (
+    SELECT 
+        lq.*
+        ,pricing->'product'->>'mold' part_group
+        ,substring(pricing->'customer'->>'chan',1,1) qchan
+        ,pricing->'customer'->>'cust' qcust
+        ,pricing->'product'->>'itemrel' item_fit
+        ,(pricing->'product'->>'pltq')::numeric pltq
+        ,(pricing->'guidance'->'finalPrice'->>'Price')::numeric guidance
+        ,pricing->'guidance'->'finalPrice'->>'Reason' reason
+        ,(pricing->'product'->>'cstd_usd_ina')::numeric fstd_usd
+        ,(pricing->'guidance'->>'ltp')::numeric ltp
+        ,(pricing->'guidance'->>'optimization')::numeric optimization
+        ,(pricing->'guidance'->>'inflationFactor')::numeric inflation
+        ,jsonb_pretty(pricing) pricing
+    FROM 
+        lq
+        LEFT JOIN LATERAL rlarp.guidance_r1(
+            rlarp.get_guidance_dseg(lq.billto,lq.shipto,substring(lq.part,1,8),lq.v1ds,lq.units_each,2024)
+        ) pricing ON TRUE
+    WHERE
+        TRUE
+        --lq.qstat ~ 'Submitted'
+)
+--,hist AS (
+--    SELECT 
+--        g.*
+--        ,gset.chan
+--        --,gset.mold moldh
+--        ,gset.v1ds v1dsh
+--        ,gset.cust
+--        ,gset.vers
+--        ,je.k
+--        ,seas.*
+--    FROM
+--        lqg g 
+--        LEFT OUTER JOIN rlarp.price_pool_dev p ON
+--            p.gset @> jsonb_build_object('mold',g.part_group)
+--            AND p.gset ? 'cust'
+--            AND p.gset ? 'v1ds'
+--        LEFT JOIN LATERAL jsonb_to_record(p.gset) AS gset(
+--             chan text
+--            ,mold text
+--            ,v1ds text
+--            ,v0ds text
+--            ,cust text
+--            ,vers text
+--            --,nurs text
+--            --,ghse text
+--        ) ON TRUE
+--        LEFT JOIN LATERAL jsonb_each(p.season) je(k,v) on true
+--        LEFT JOIN Lateral jsonb_to_record(je.v) as seas(
+--        	units numeric
+--        	,sales_usd numeric
+--        	,price_usd numeric
+--        ) ON TRUE
+--)
+SELECT * FROM lqg;

sql/livequotes.pg.sql

@@ -0,0 +1,70 @@
+set work_mem TO '4GB';
+
+DROP VIEW IF EXISTS rlarp.live_quotes_review;
+CREATE VIEW rlarp.live_quotes_review AS 
+WITH 
+lq AS MATERIALIZED (
+    SELECT 
+        lq.*
+        ,substring(lq.part,1,8) mold
+    FROM 
+        pricequote.live_quotes lq
+)
+,lqg AS (
+    SELECT 
+        lq.*
+        ,pricing->'product'->>'mold' part_group
+        ,substring(pricing->'customer'->>'chan',1,1) qchan
+        ,pricing->'customer'->>'cust' qcust
+        ,pricing->'product'->>'itemrel' item_fit
+        ,(pricing->'product'->>'pltq')::numeric pltq
+        ,(pricing->'guidance'->'finalPrice'->>'Price')::numeric guidance
+        ,pricing->'guidance'->'finalPrice'->>'Reason' reason
+        ,(pricing->'product'->>'cstd_usd_ina')::numeric cstd_usd
+        ,(pricing->'product'->>'fstd_usd_ina')::numeric fstd_usd
+        ,(pricing->'guidance'->>'ltp')::numeric ltp
+        ,(pricing->'guidance'->>'optimization')::numeric optimization
+        ,(pricing->'guidance'->>'inflationFactor')::numeric inflation
+        ,jsonb_pretty(pricing) pricing
+    FROM 
+        lq
+        LEFT JOIN LATERAL rlarp.guidance_r1(
+            rlarp.get_guidance_dseg(lq.billto,lq.shipto,substring(lq.part,1,8),lq.v1ds,lq.units_each,2024)
+        ) pricing ON TRUE
+    WHERE
+        lq.qstat ~ 'Submitted'
+)
+,hist AS (
+    SELECT 
+        g.*
+        ,gset.chan
+        --,gset.mold moldh
+        ,gset.v1ds v1dsh
+        ,gset.cust
+        ,gset.vers
+        ,je.k
+        ,seas.*
+    FROM
+        lqg g 
+        LEFT OUTER JOIN rlarp.price_pool_dev p ON
+            p.gset @> jsonb_build_object('mold',g.part_group)
+            AND p.gset ? 'cust'
+            AND p.gset ? 'v1ds'
+        LEFT JOIN LATERAL jsonb_to_record(p.gset) AS gset(
+             chan text
+            ,mold text
+            ,v1ds text
+            ,v0ds text
+            ,cust text
+            ,vers text
+            --,nurs text
+            --,ghse text
+        ) ON TRUE
+        LEFT JOIN LATERAL jsonb_each(p.season) je(k,v) on true
+        LEFT JOIN Lateral jsonb_to_record(je.v) as seas(
+        	units numeric
+        	,sales_usd numeric
+        	,price_usd numeric
+        ) ON TRUE
+)
+SELECT * FROM hist

sql/livequotes_dev.pg.sql

@@ -0,0 +1,59 @@
+WITH 
+lq AS MATERIALIZED (
+    SELECT 
+        lq.*
+        ,substring(lq.part,1,8) mold
+    FROM 
+        pricequote.live_quotes lq
+)
+,lqg AS (
+    SELECT 
+        lq.*
+        ,m.part_group
+        ,(pricing->'guidance'->'finalPrice'->>'Price')::numeric guidance
+        ,pricing->'guidance'->'finalPrice'->>'Reason' reason
+        ,jsonb_pretty(pricing) pricing
+    FROM 
+        lq
+        JOIN LATERAL rlarp.guidance_r1(
+            rlarp.get_guidance_dseg(lq.billto,lq.shipto,substring(lq.part,1,8),lq.v1ds,lq.units_each,2024)
+        ) pricing ON TRUE
+        LEFT OUTER JOIN rlarp.molds m ON
+            m.stlc = lq.mold
+    WHERE
+        lq.qstat ~ 'Submitted'
+)
+,hist AS (
+    SELECT 
+        g.*
+        ,gset.chan
+        --,gset.mold moldh
+        ,gset.v1ds v1dsh
+        ,gset.cust
+        ,gset.vers
+        ,je.k
+        ,seas.*
+    FROM
+        lqg g 
+        LEFT OUTER JOIN rlarp.price_pool_dev p ON
+            p.gset @> jsonb_build_object('mold',g.part_group)
+            AND p.gset ? 'cust'
+            AND p.gset ? 'v1ds'
+        LEFT JOIN LATERAL jsonb_to_record(p.gset) AS gset(
+             chan text
+            ,mold text
+            ,v1ds text
+            ,v0ds text
+            ,cust text
+            ,vers text
+            --,nurs text
+            --,ghse text
+        ) ON TRUE
+        LEFT JOIN LATERAL jsonb_each(p.season) je(k,v) on true
+        LEFT JOIN Lateral jsonb_to_record(je.v) as seas(
+        	units numeric
+        	,sales_usd numeric
+        	,price_usd numeric
+        ) ON TRUE
+)
+SELECT * FROM hist WHERE qid = 73059

sql/price_pool.sql

@@ -1,9 +1,10 @@
 --CREATE OR REPLACE PROCEDURE rlarp.price_pool()
 --LANGUAGE plpgsql AS 
 --$func$
---BEGIN
-DROP TABLE IF EXISTS rlarp.price_pool_dev;
-CREATE TABLE IF NOT EXISTS rlarp.price_pool_dev AS (
+--BEGIN;
+DROP MATERIALIZED VIEW IF EXISTS rlarp.price_pool_dev CASCADE;
+--CREATE TABLE IF NOT EXISTS rlarp.price_pool_dev AS (
+CREATE MATERIALIZED VIEW rlarp.price_pool_dev AS (
     WITH
     agg AS (
     SELECT
@@ -75,6 +76,76 @@ CREATE TABLE IF NOT EXISTS rlarp.price_pool_dev AS (
     HAVING
         round(sum(o.qty),0) > 0
         AND round(sum(o.sales_usd)/sum(o.qty),5) > 0
+    UNION ALL
+    SELECT
+         o.customer
+        ,substring(o.version,1,1) version
+        ,o.chanwide
+        ,o.nursery_region
+        ,c.greenhouse_region
+        ,m.part_group baseitem
+        ,m.majg
+        ,m.assc
+        ,i.coltier
+        ,'v1:' || rtrim(COALESCE(i.coltier, ''))|| '.' || rtrim(substring(COALESCE(i.branding, ''), 1, 1))|| '.' || rtrim(COALESCE(i.uomp, ''))|| '.' || rtrim(COALESCE(i.suffix, ''))|| '.' || rtrim(COALESCE(i.accs_ps, '')) v1dataseg
+        ,_ds.dataseg v0dataseg
+        ,0 oseas
+        ,round(sum(o.qty),0) units
+        ,round(sum(o.sales_usd),0) sales_usd
+        ,round(sum(COALESCE(tp.target_price,tq.target_price) * o.qty),2) target_price
+        ,count(DISTINCT o.ordnum) ordcount
+    FROM
+        rlarp.osm_stack o
+        INNER JOIN "CMS.CUSLG".itemm i ON
+            i.item = o.part
+        LEFT OUTER JOIN rlarp.molds m ON
+            m.stlc = i.stlc
+        LEFT OUTER JOIN _ds ON
+            _ds.colgrp = o.colgrp
+            AND _ds.brand = substring(i.branding,1,1)
+        LEFT OUTER JOIN pricequote.market_setavgprice tp ON
+                tp.season = (SELECT ssyr FROM rlarp.gld where drange @> current_date)
+            AND tp.country = 'ALL'
+            AND tp.geo  = 'ALL'
+            AND tp.region  = 'ALL'
+            AND tp.mold = i.stlc
+            AND tp.chan = 'DISTRIB DROP SHIP'
+            AND tp.data_segment = 'v1:' || rtrim(COALESCE(i.coltier, ''))|| '.' || rtrim(substring(COALESCE(i.branding, ''), 1, 1))|| '.' || rtrim(COALESCE(i.uomp, ''))|| '.' || rtrim(COALESCE(i.suffix, ''))|| '.' || rtrim(COALESCE(i.accs_ps, ''))    
+        LEFT OUTER JOIN pricequote.market_setavgprice tq ON
+                tq.season = (SELECT ssyr FROM rlarp.gld where drange @> current_date)
+            AND tq.country = 'ALL'
+            AND tq.geo  = 'ALL'
+            AND tq.region  = 'ALL'
+            AND tq.mold = i.stlc
+            AND tq.chan = 'DISTRIB DROP SHIP'
+            AND tq.data_segment = _ds.dataseg
+        LEFT OUTER JOIN rlarp.cust c ON
+            c.code = CASE o.chan WHEN 'DIR' THEN o.bill_cust ELSE o.ship_cust END
+    WHERE
+        o.version IN ('Actual','Quotes')
+        AND o.odate >= current_date - '4 months'::interval
+        AND o.dsm <> 'PW'
+        --AND o.part like 'SQL035%'
+        --AND o.calc_status <> 'CANCELED'
+        --AND o.fs_line = '41010'
+        --AND o.dsm <> 'PW'
+        --AND i.coltier <> 'C'
+    GROUP BY
+         o.customer
+        ,substring(o.version,1,1)
+        ,o.chanwide
+        ,o.nursery_region
+        ,c.greenhouse_region
+        ,m.part_group
+        ,m.majg
+        ,m.assc
+        ,i.coltier
+        ,'v1:' || rtrim(COALESCE(i.coltier, ''))|| '.' || rtrim(substring(COALESCE(i.branding, ''), 1, 1))|| '.' || rtrim(COALESCE(i.uomp, ''))|| '.' || rtrim(COALESCE(i.suffix, ''))|| '.' || rtrim(COALESCE(i.accs_ps, ''))
+        ,_ds.dataseg
+        ,o.oseas
+    HAVING
+        round(sum(o.qty),0) > 0
+        AND round(sum(o.sales_usd)/sum(o.qty),5) > 0
     )
     ,gsets AS (
         SELECT
@@ -124,8 +195,9 @@ CREATE TABLE IF NOT EXISTS rlarp.price_pool_dev AS (
             ,round(avg(ordcount) ,1) avgordcount
             ,round(avg(units)    ,0) avgunits
             ,round(avg(target_price),5) avgtargetprice
-            ,min(oseas) FILTER (WHERE oseas BETWEEN 2020 AND 2022)::text early_season
+            ,min(oseas) FILTER (WHERE oseas BETWEEN 2020 AND 2023)::text early_season
             ,min(oseas) FILTER (WHERE oseas >= 2024)::text recent_season
+            ,max(oseas) FILTER (WHERE oseas >= 2020)::text last_season
             --,oseas
             --,units
             --,sales_usd
@@ -159,6 +231,10 @@ CREATE TABLE IF NOT EXISTS rlarp.price_pool_dev AS (
             ,recent_season::int
             ,'recent_price'
             ,(season->recent_season->>'price_usd')::numeric
+            ,'last_season'
+            ,last_season::int
+            ,'last_price'
+            ,(season->last_season->>'price_usd')::numeric
         ) stats
     FROM
         find_stats
@@ -166,3 +242,4 @@ CREATE TABLE IF NOT EXISTS rlarp.price_pool_dev AS (
 ) WITH DATA;
 
 create index ppd_gset on rlarp.price_pool_dev using gin (gset);
+--END;