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hc-companies:new_guidance
hc-companies:new_targets
hc-companies:detaillevel
hc-companies:refactor_batch
hc-companies:suggested
hc-companies:archive
hc-companies:update
hc-companies:backup
hc-companies:bighist
hc-companies:format
hc-companies:javascript_relevance_logic
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compare: hc-companies:new_targets
Branches Tags
hc-companies:master
hc-companies:new_guidance
hc-companies:new_targets
hc-companies:detaillevel
hc-companies:refactor_batch
hc-companies:suggested
hc-companies:archive
hc-companies:update
hc-companies:backup
hc-companies:bighist
hc-companies:format
hc-companies:javascript_relevance_logic

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57
example_usage.pg.sql
View File

@ -1,5 +1,5 @@
SELECT
ui_json->'data'
ui_json->'details'
FROM pricequote.single_price_call(
'FARM0001',
'KEYB0001',
@ -7,44 +7,39 @@
'v1:T..CSE..D',
50000
) f;
SELECT
*, ui_json->'data'
FROM pricequote.single_price_call(
'BFGS0001',
'SPRI0019',
'INT12040G18C100',
'v1:B..CSE..',
7037
) f;
SELECT
*, ui_json->'data'
FROM pricequote.single_price_call(
'BELL0039',
'BELL0039',
'XNS0T1G3X19B096PZBND',
'v1:L.P.PLT..',
82420
) f;
SELECT * FROM rlarp.cust WHERE code = 'PACK0009'
--
-- SELECT
-- ui_json->'details'
-- FROM pricequote.single_price_call(
-- 'FARM0001',
-- 'KEYB0001',
-- 'HZP3E103E21D050',
-- 'v1:C..BDL..',
-- 50000
-- ) f;
--
-- SELECT
-- ui_json
-- FROM pricequote.single_price_call(
-- 'BFGS0001',
-- 'BOBS0002',
-- 'HTI10754B12B024LXB04',
-- 'v1:L.L.PLT..',
-- 172000
-- ) f;
--
-- SELECT * FROM pricequote.lastpricedetail l WHERE customer = 'HYBELS' AND l.partgroup = 'HZP3E100';
--
SELECT
q.billto, q.shipto, q.part, q.v1ds, q.units_each, pc.tprice, pc.tmath
pc.expl, pc.hist
FROM
pricequote.live_quotes q
pricequote.live_quotes
LEFT JOIN LATERAL pricequote.single_price_call(
billto, shipto, part, v1ds, units_each
) pc ON TRUE
WHERE
qid = 113761
-- AND qrn = 4;
qid = 113800
AND qrn = 4;
create table pricequote.target_prices_base as (
with

81
procs/approval_logic.ms.sql
View File

@ -1,81 +0,0 @@
-- CREATE OR ALTER FUNCTION pricing.approval_logic;
CREATE OR ALTER FUNCTION pricing.approval_logic(
@target numeric(20,5),
@last_norm numeric(20,5),
@list_eff numeric(20,5),
@last_date date,
@floor_pct numeric(10,5) = 0.95,
@cap_last_pct numeric(10,5) = 1.00,
@cap_list_pct numeric(10,5) = 1.00
)
RETURNS @ret TABLE (
approval_price numeric(20,5),
approval_reason nvarchar(4000)
)
AS
BEGIN
DECLARE
@base_price numeric(20,5), -- starting point (target if available, else last_norm, else list_eff)
@after_floor numeric(20,5), -- base but limited to x% lower than last price
@after_cap_last numeric(20,5), -- previous step but limited to x% higher than last price
@final_price numeric(20,5), -- previous step but limited to x% higher than list price
@reason nvarchar(4000) = N''; -- logic source of price
-- Early exit if nothing to work with
IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL
BEGIN
INSERT INTO @ret VALUES (NULL, N'No target, last, or list available');
RETURN;
END;
-- Pick starting base price
SET @base_price = COALESCE(@target, @last_norm, @list_eff);
-- Step 1: use base price unless it's more than x% below last price
SET @after_floor = @base_price;
IF @last_norm IS NOT NULL
SET @after_floor = ROUND(
CASE WHEN @base_price >= @last_norm*@floor_pct
THEN @base_price
ELSE @last_norm*@floor_pct
END, 5);
-- Step 2: use price from previous step but don't allow it to be x% above last price
SET @after_cap_last = @after_floor;
IF @last_norm IS NOT NULL
SET @after_cap_last = ROUND(
CASE WHEN @after_floor <= @last_norm*@cap_last_pct
THEN @after_floor
ELSE @last_norm*@cap_last_pct
END, 5);
-- Step 3: use price from last step, but don't allow it to be more than x% above list price
SET @final_price = @after_cap_last;
IF @list_eff IS NOT NULL
SET @final_price = ROUND(
CASE WHEN @after_cap_last <= @list_eff*@cap_list_pct
THEN @after_cap_last
ELSE @list_eff*@cap_list_pct
END, 5);
-- Reason text
SET @reason =
CASE
WHEN @target IS NOT NULL THEN N'Using target price'
WHEN @last_norm IS NOT NULL THEN N'Using last price as base'
WHEN @list_eff IS NOT NULL THEN N'Using list price as base'
END;
IF @last_norm IS NOT NULL AND @after_floor > @base_price
SET @reason = N'Last price drop limit';
IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor
SET @reason = N'Last price increase limit';
IF @list_eff IS NOT NULL AND @final_price < @after_cap_last
SET @reason = N'List price ceiling';
INSERT INTO @ret VALUES (@final_price, @reason);
RETURN;
END;

72
procs/approval_logic.pg.sql
View File

@ -1,72 +0,0 @@
CREATE OR REPLACE FUNCTION pricequote.approval_logic(
_target numeric(20,5),
_last_norm numeric(20,5),
_list_eff numeric(20,5),
_last_date date,
_floor_pct numeric(10,5) DEFAULT 0.95,
_cap_last_pct numeric(10,5) DEFAULT 1.00,
_cap_list_pct numeric(10,5) DEFAULT 1.00
)
RETURNS TABLE (
approval_price numeric(20,5),
approval_reason text
)
LANGUAGE plpgsql AS $$
DECLARE
base_price numeric(20,5);
after_floor numeric(20,5);
after_cap_last numeric(20,5);
final_price numeric(20,5);
reason text := '';
BEGIN
-- Early exit if nothing to work with
IF _target IS NULL AND _last_norm IS NULL AND _list_eff IS NULL THEN
RETURN QUERY SELECT NULL::numeric, 'No target, last, or list available';
RETURN;
END IF;
-- Pick starting base price
base_price := COALESCE(_target, _last_norm, _list_eff);
-- Step 1: use base price unless it's more than x% below last price
after_floor := base_price;
IF _last_norm IS NOT NULL THEN
after_floor := GREATEST(base_price, ROUND(_last_norm*_floor_pct,5));
END IF;
-- Step 2: use price from previous step but don't allow it to be x% above last price
after_cap_last := after_floor;
IF _last_norm IS NOT NULL THEN
after_cap_last := LEAST(after_floor, ROUND(_last_norm*_cap_last_pct,5));
END IF;
-- cap to list (binds if it lowers price)
final_price := after_cap_last;
IF _list_eff IS NOT NULL THEN
final_price := LEAST(after_cap_last, ROUND(_list_eff*_cap_list_pct,5));
END IF;
-- Reason text
reason :=
CASE
WHEN _target IS NOT NULL THEN 'Using target price'
WHEN _last_norm IS NOT NULL THEN 'Using last price as base'
WHEN _list_eff IS NOT NULL THEN 'Using list price as base'
END;
IF _last_norm IS NOT NULL AND after_floor > base_price THEN
reason := 'Last price drop limit';
END IF;
IF _last_norm IS NOT NULL AND after_cap_last < after_floor THEN
reason := 'Last price increase limit';
END IF;
IF _list_eff IS NOT NULL AND final_price < after_cap_last THEN
reason := 'List price ceiling';
END IF;
RETURN QUERY SELECT final_price, reason;
END $$;

128
procs/guidance_logic.ms.sql
View File

@ -1,61 +1,83 @@
-- CREATE OR ALTER FUNCTION pricing.guidance_logic;
CREATE OR ALTER FUNCTION pricing.guidance_logic(
@target numeric(20,5),
@last_norm numeric(20,5),
@list_eff numeric(20,5),
@last_date date,
@floor_pct numeric(10,5) = 0.95,
@cap_last_pct numeric(10,5) = 1.00,
@floor_pct numeric(10,5) = 0.05, -- e.g., 5%
@cap_last_pct numeric(10,5) = 1.00, -- e.g., 100%
@cap_list_pct numeric(10,5) = 1.00
)
RETURNS @ret TABLE (
guidance_price numeric(20,5),
guidance_reason nvarchar(4000)
)
RETURNS TABLE
AS
BEGIN
DECLARE
@base_price numeric(20,5), -- starting point (target if available, else last_norm, else list_eff)
@after_floor numeric(20,5), -- base but limited to x% lower than last price
@after_cap_last numeric(20,5), -- previous step but limited to x% higher than last price
@final_price numeric(20,5), -- previous step but limited to x% higher than list price
@reason nvarchar(4000) = N''; -- logic source of price
-- Early exit if nothing to work with
IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL
BEGIN
INSERT INTO @ret VALUES (NULL, N'No target, last, or list available');
RETURN;
END;
-- Pick starting base price
SET @base_price = COALESCE(@target, @last_norm, @list_eff);
-- Reason text
SET @reason =
CASE
WHEN @target IS NOT NULL THEN N'Using target price'
WHEN @last_norm IS NOT NULL THEN N'Using last price as base'
WHEN @list_eff IS NOT NULL THEN N'Using list price as base'
END;
-- Step 1: use base price less than last price, use last price
IF @base_price < @last_norm
BEGIN
SET @base_price = @last_norm;
SET @reason = N'Last price';
END
-- Step 2: use price from previous step but don't allow it to be x% above last price
IF @base_price > @list_eff
BEGIN
SET @base_price = @list_eff;
SET @reason = N'List price ceiling';
END
SET @final_price = @base_price;
INSERT INTO @ret VALUES (@final_price, @reason);
RETURN;
END;
RETURN
WITH params AS (
SELECT
@target AS base_price,
@last_norm AS last_norm,
@list_eff AS list_eff,
@floor_pct AS floor_pct,
@cap_last_pct AS cap_last_pct,
-- HARD CEILING at list: clamp to <= 1.00 regardless of input
CASE WHEN @cap_list_pct IS NULL OR @cap_list_pct > 1 THEN 1.00 ELSE @cap_list_pct END AS eff_list_cap
),
step_floor AS (
SELECT
base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap,
CAST(
CASE
WHEN base_price IS NULL OR last_norm IS NULL OR floor_pct <= 0
THEN base_price
ELSE ROUND(IIF(base_price >= last_norm*(1-floor_pct), base_price, last_norm*(1-floor_pct)), 5)
END
AS numeric(20,5)) AS after_floor
FROM params
),
step_cap_last AS (
SELECT
base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap, after_floor,
CAST(
CASE
WHEN after_floor IS NULL OR last_norm IS NULL
THEN after_floor
ELSE ROUND(IIF(after_floor <= last_norm*cap_last_pct, after_floor, last_norm*cap_last_pct), 5)
END
AS numeric(20,5)) AS after_cap_last
FROM step_floor
),
step_cap_list AS (
SELECT
base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap, after_floor, after_cap_last,
CAST(
CASE
WHEN after_cap_last IS NULL OR list_eff IS NULL
THEN after_cap_last
ELSE ROUND(IIF(after_cap_last <= list_eff*eff_list_cap, after_cap_last, list_eff*eff_list_cap), 5)
END
AS numeric(20,5)) AS final_price
FROM step_cap_last
)
SELECT
final_price AS guidance_price,
CASE
WHEN @target IS NULL THEN 'No target price available'
WHEN @last_norm IS NULL AND @list_eff IS NULL THEN 'No prior sale or list; using target price'
ELSE
CONCAT(
'Using target price',
-- show floor only if it raised price
CASE WHEN last_norm IS NOT NULL AND @floor_pct > 0 AND after_floor > base_price
THEN CONCAT(', floored to ', FORMAT(@floor_pct*100,'0.##'), '% below last price') ELSE '' END,
-- show last cap only if it lowered price
CASE WHEN last_norm IS NOT NULL AND after_cap_last < after_floor
THEN CASE WHEN @cap_last_pct = 1
THEN ', capped to not exceed last price'
ELSE CONCAT(', capped to ', FORMAT(@cap_last_pct*100,'0.##'), '% of last price')
END
ELSE '' END,
-- show list cap only if it lowered price (always “not exceed” because eff_list_cap<=1)
CASE WHEN list_eff IS NOT NULL AND final_price < after_cap_last
THEN ', capped to not exceed list price'
ELSE '' END
)
END AS guidance_reason
FROM step_cap_list;

73
procs/guidance_logic.pg.sql
View File

@ -3,14 +3,11 @@ CREATE OR REPLACE FUNCTION pricequote.guidance_logic(
_last_norm numeric(20,5),
_list_eff numeric(20,5),
_last_date date,
_floor_pct numeric(10,5) DEFAULT 0.95,
_floor_pct numeric(10,5) DEFAULT 0.05,
_cap_last_pct numeric(10,5) DEFAULT 1.00,
_cap_list_pct numeric(10,5) DEFAULT 1.00
)
RETURNS TABLE (
guidance_price numeric(20,5),
guidance_reason text
)
RETURNS TABLE (guidance_price numeric(20,5), guidance_reason text)
LANGUAGE plpgsql AS $$
DECLARE
base_price numeric(20,5);
@ -18,39 +15,55 @@ DECLARE
after_cap_last numeric(20,5);
final_price numeric(20,5);
reason text := '';
BEGIN
-- Early exit if nothing to work with
IF _target IS NULL AND _last_norm IS NULL AND _list_eff IS NULL THEN
RETURN QUERY SELECT NULL::numeric, 'No target, last, or list available';
IF _target IS NULL THEN
RETURN QUERY SELECT NULL::numeric, 'No target price available';
RETURN;
END IF;
-- Pick starting base price
base_price := COALESCE(_target, _last_norm, _list_eff);
-- Reason text
reason :=
CASE
WHEN _target IS NOT NULL THEN 'Using target price'
WHEN _last_norm IS NOT NULL THEN 'Using last price as base'
WHEN _list_eff IS NOT NULL THEN 'Using list price as base'
END;
base_price := _target;
-- Step 1: use base price less than last price, use last price
IF base_price < _last_norm THEN
base_price := _last_norm;
reason := 'Last price';
-- floor (binds if it raises price)
after_floor := base_price;
IF _last_norm IS NOT NULL AND _floor_pct > 0 THEN
after_floor := GREATEST(base_price, ROUND(_last_norm*(1-_floor_pct),5));
END IF;
-- Step 2: use price from previous step but don't allow it to be x% above last price
IF base_price > _list_eff THEN
base_price := _list_eff;
reason := 'List price ceiling';
-- cap to last (binds if it lowers price)
after_cap_last := after_floor;
IF _last_norm IS NOT NULL THEN
after_cap_last := LEAST(after_floor, ROUND(_last_norm*_cap_last_pct,5));
END IF;
final_price := base_price;
-- cap to list (binds if it lowers price)
final_price := after_cap_last;
IF _list_eff IS NOT NULL THEN
final_price := LEAST(after_cap_last, ROUND(_list_eff*_cap_list_pct,5));
END IF;
-- build reason
IF _last_norm IS NULL AND _list_eff IS NULL THEN
reason := 'No prior sale or list; using target price';
ELSE
reason := 'Using target price';
IF _last_norm IS NOT NULL AND _floor_pct > 0 AND after_floor > base_price THEN
reason := reason || format(', floored to %s%% below last price', to_char((_floor_pct*100)::numeric,'FM999990.##'));
END IF;
IF _last_norm IS NOT NULL AND after_cap_last < after_floor THEN
IF _cap_last_pct = 1 THEN
reason := reason || ', capped to not exceed last price';
ELSE
reason := reason || format(', capped to %s%% of last price', to_char((_cap_last_pct*100)::numeric,'FM999990.##'));
END IF;
END IF;
IF _list_eff IS NOT NULL AND final_price < after_cap_last THEN
IF _cap_list_pct = 1 THEN
reason := reason || ', capped to not exceed list price';
ELSE
reason := reason || format(', capped to %s%% of list price', to_char((_cap_list_pct*100)::numeric,'FM999990.##'));
END IF;
END IF;
END IF;
RETURN QUERY SELECT final_price, reason;
END $$;
END $$;

62
procs/matrix_guidance.pg.sql
View File

@ -46,8 +46,6 @@ CREATE TABLE pricequote.queue (
list_relevance TEXT,
guidance_price NUMERIC,
guidance_reason TEXT,
approval_price NUMERIC,
approval_reason TEXT,
expl JSONB,
ui_json JSONB
);
@ -87,7 +85,7 @@ BEGIN
AND o.version IN ('Actual', 'Forecast', 'Quotes')
AND o.part IS NOT NULL
AND SUBSTRING(o.glec, 1, 1) <= '2';
-- 2:12 0:38
-- 2:12
--------------------------------------------------------------------
-- 2) Enrich: chan, tier, cust, pltq, plevel, partgroup (+stlc fix)
@ -129,7 +127,7 @@ BEGIN
plevel = s.plevel,
partgroup = s.partgroup,
stlc = COALESCE(q.stlc, s.stlc_fix);
-- 4:51 0:17
-- 4:51
--------------------------------------------------------------------
-- 3) Scenario fields from item master: part_v1ds, v0ds, orig costs
@ -149,7 +147,7 @@ BEGIN
END
FROM "CMS.CUSLG".itemm i0
WHERE i0.item = q.part;
-- 3:21 0:20
-- 3:21
--------------------------------------------------------------------
-- 4) History: store hist, extract last_* with precedence helper
@ -187,7 +185,7 @@ BEGIN
AND lp2.partgroup = q2.partgroup
) AS x
WHERE q.ctid = x.ctid;
-- 7:32 1:31
-- 7:32
--------------------------------------------------------------------
-- 5) Target (requested v1ds): tprice, tmath, volume_range
@ -204,7 +202,7 @@ BEGIN
AND tp.chan = q.chan
AND tp.tier = q.tier
AND FLOOR(q.vol / NULLIF(q.pltq, 0))::INT <@ tp.vol;
-- 2:51 0:15
-- 2:51
--------------------------------------------------------------------
-- 6) Target for last_dataseg (tprice_last)
@ -220,7 +218,7 @@ BEGIN
AND tp2.chan = q.chan
AND tp2.tier = q.tier
AND FLOOR(q.last_qty / NULLIF(q.pltq, 0))::INT <@ tp2.vol;
-- 1:26 0:08
-- 1:26
--------------------------------------------------------------------
-- 7) Cost data for requested v1ds and last_dataseg
@ -253,7 +251,7 @@ BEGIN
ON v0l.stlc = q2.stlc AND v0l.v0ds = q2.last_v0ds
) AS s
WHERE q.ctid = s.ctid;
-- 4:15 0:25
-- 4:15
--------------------------------------------------------------------
-- 8) List price (lowest valid); allow open-ended ranges (vb_to IS NULL)
@ -283,7 +281,7 @@ BEGIN
listcode = p.jcplcd
FROM best_price p
WHERE q.ctid = p.ctid;
-- 2:48 0:18
-- 2:48
--------------------------------------------------------------------
-- 9) Normalize last (when last_dataseg != v1ds) + effective list flags
@ -331,7 +329,7 @@ BEGIN
END,
listprice_eff = CASE WHEN q.customized <> '' THEN NULL ELSE q.listprice END,
list_relevance = CASE WHEN q.customized <> '' THEN 'Ignore - Customized' ELSE '' END;
-- 2:22 0:23
-- 2:22
--------------------------------------------------------------------
-- 10) Guidance using normalized last + effective list
@ -339,35 +337,23 @@ BEGIN
UPDATE pricequote.queue q
SET
guidance_price = s.guidance_price,
guidance_reason = s.guidance_reason,
approval_price = s.approval_price,
approval_reason = s.approval_reason
guidance_reason = s.guidance_reason
FROM (
SELECT
q2.ctid,
g.guidance_price,
g.guidance_reason,
a.approval_price,
a.approval_reason
FROM
pricequote.queue q2
JOIN LATERAL pricequote.guidance_logic(
q2.tprice,
q2.last_price_norm,
q2.listprice_eff,
q2.last_date,
1.0, 1.0, 1.0
) g ON TRUE
JOIN LATERAL pricequote.approval_logic(
q2.tprice,
q2.last_price_norm,
q2.listprice_eff,
q2.last_date,
1.0, 1.0, 1.0
) a ON TRUE
g.guidance_reason
FROM pricequote.queue q2
JOIN LATERAL pricequote.guidance_logic(
q2.tprice,
q2.last_price_norm,
q2.listprice_eff,
q2.last_date,
.05, 1.0, 1.0
) g ON TRUE
) s
WHERE q.ctid = s.ctid;
-- 4:33 0:39
-- 4:33
--------------------------------------------------------------------
-- 11) Build expl and ui_json identical to single_price_call
@ -422,9 +408,7 @@ BEGIN
'list_relevance', q.list_relevance
),
'guidance_price', q.guidance_price,
'guidance_reason', q.guidance_reason,
'approval_price', q.approval_price,
'approval_reason', q.approval_reason
'guidance_reason', q.guidance_reason
),
ui_json = jsonb_build_object(
'details', jsonb_build_array(
@ -515,7 +499,7 @@ BEGIN
),
'data', q.expl
);
-- 7:59 2:17
-- 7:59
--------------------------------------------------------------------
-- 12) Merge back into matrix (store both expl and ui)
@ -539,7 +523,7 @@ BEGIN
AND o.version IN ('Actual', 'Forecast', 'Quotes')
AND o.part IS NOT NULL
AND SUBSTRING(o.glec, 1, 1) <= '2';
-- 14:13 10:09
-- 14:13
RAISE NOTICE 'Queue processing complete.';
END;

38
procs/single_price_call.ms.sql
View File

@ -136,8 +136,6 @@ BEGIN
------------step 6 compute guidance------------
guidance_price NUMERIC(20,5),
guidance_reason NVARCHAR(MAX),
approval_price NUMERIC(20,5),
approval_reason NVARCHAR(MAX),
------------step 7 build json------------------
expl NVARCHAR(MAX),
ui_json NVARCHAR(MAX)
@ -379,8 +377,6 @@ BEGIN
SET
guidance_price = g.guidance_price
,guidance_reason = g.guidance_reason
,approval_price = a.approval_price
,approval_reason = a.approval_reason
FROM @queue q
CROSS APPLY pricing.guidance_logic(
TRY_CAST(q.tprice AS NUMERIC(20,5)),
@ -388,24 +384,12 @@ BEGIN
TRY_CAST(q.listprice_eff AS NUMERIC(20,5)),
TRY_CAST(q.last_date AS DATE),
--allowable price drop percent
1.0,
.05,
--cap on last price
1.0,
--cap on list percent
1.0
) g
CROSS APPLY pricing.approval_logic(
TRY_CAST(q.tprice AS NUMERIC(20,5)),
TRY_CAST(q.last_price_norm AS NUMERIC(20,5)),
TRY_CAST(q.listprice_eff AS NUMERIC(20,5)),
TRY_CAST(q.last_date AS DATE),
--allowable price drop percent
1.0,
--cap on last price
1.0,
--cap on list percent
1.0
) a;
) g;
--------------------------------------------------------------------------------
-- Step 8: Assemble structured 'expl' JSON from populated columns.
@ -452,8 +436,6 @@ BEGIN
,q.list_relevance AS list_relevance
,q.guidance_price AS guidance_price
,q.guidance_reason AS guidance_reason
,q.approval_price AS approval_price
,q.approval_reason AS approval_reason
-- JSON_QUERY(hist) AS [history]
FOR JSON PATH, WITHOUT_ARRAY_WRAPPER
)
@ -474,7 +456,7 @@ BEGIN
-- History Panel
SELECT
'History' AS label,
1 as detailLevel,
10 as detailLevel,
(
SELECT
----------------------label------------------------------------------------
@ -491,7 +473,7 @@ BEGIN
ELSE 'No Recent'
END AS label,
----------------------detail-----------------------------------------------
1 AS detailLevel,
10 AS detailLevel,
----------------------value------------------------------------------------
ISNULL(q.last_price, 0) AS value,
----------------------type-------------------------------------------------
@ -532,11 +514,11 @@ BEGIN
-- List Panel
SELECT
'List' AS label,
1 AS detailLevel,
10 AS detailLevel,
(
SELECT
COALESCE('Code: ' + q.listcode,'No List') AS label,
1 AS detailLevel,
10 AS detailLevel,
COALESCE(q.listprice,0) AS value,
'currency' AS type,
COALESCE('List Min Qty: ' + format(q.list_from,'#,###'),'') + CASE WHEN q.list_relevance = '' THEN '' ELSE ' (' + q.list_relevance + ')' END AS note
@ -548,7 +530,7 @@ BEGIN
-- Target Support Panel
SELECT
'Target Calculation' AS label,
5 AS detailLevel,
10 AS detailLevel,
(
SELECT * FROM (
SELECT
@ -581,7 +563,7 @@ BEGIN
----------------------label------------------------------------------------
'Target' AS label,
----------------------detailLevel------------------------------------------
5 AS detailLevel,
10 AS detailLevel,
----------------------value------------------------------------------------
tprice AS value,
----------------------type-------------------------------------------------
@ -598,11 +580,11 @@ BEGIN
-- Guidance Panel
SELECT
'Guidance' AS label,
1 AS detailLevel,
10 AS detailLevel,
(
SELECT
'Price' AS label,
1 AS detailLevel,
10 AS detailLevel,
COALESCE(q.guidance_price,0) AS value,
'currency' AS type,
q.guidance_reason AS note

19
procs/single_price_call.pg.sql
View File

@ -35,7 +35,7 @@
====================================================================================
*/
-- DROP FUNCTION pricequote.single_price_call(text,text,text,text,numeric) CASCADE;
--DROP FUNCTION pricequote.single_price_call(text,text,text,text,numeric) CASCADE;
CREATE OR REPLACE FUNCTION pricequote.single_price_call(
_bill TEXT,
@ -89,8 +89,6 @@ RETURNS TABLE (
list_relevance TEXT,
guidance_price NUMERIC,
guidance_reason TEXT,
approval_price NUMERIC,
approval_reason TEXT,
expl JSONB,
ui_json JSONB
) AS $$
@ -150,8 +148,6 @@ DECLARE
------------step 6 compute guidance------------
_guidance_price NUMERIC;
_guidance_reason TEXT;
_approval_price NUMERIC;
_approval_reason TEXT;
------------step 7 build json------------------
_expl JSONB := '{}'::jsonb;
_ui_json JSONB := '{}'::jsonb;
@ -376,16 +372,10 @@ BEGIN
SELECT
gl.guidance_price
,gl.guidance_reason
,al.approval_price
,al.approval_reason
INTO
_guidance_price
,_guidance_reason
,_approval_price
,_approval_reason
FROM
pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, 1.0, 1.0, 1.0) gl
CROSS JOIN pricequote.approval_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, 1.0, 1.0, 1.0) al;
FROM pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, .05, 1.0, 1.0) gl;
------------------------------------------------------------------
-- Step 8: Build explanation JSON
@ -444,9 +434,7 @@ BEGIN
'list_relevance', _list_relevance
),
'guidance_price', _guidance_price,
'guidance_reason', _guidance_reason,
'approval_price', _approval_price,
'approval_reason', _approval_reason
'guidance_reason', _guidance_reason
);
------------------------------------------------------------------
@ -594,7 +582,6 @@ BEGIN
_tprice, _tmath, _volume_range,
_list_price, _list_code, _listprice_eff, _list_relevance,
_guidance_price, _guidance_reason,
_approval_price, _approval_reason,
_expl, _ui_json;
END;
$$ LANGUAGE plpgsql;

5
quote_review/quote_review.pg.sql
View File

@ -105,9 +105,6 @@ lq AS MATERIALIZED (
-- ,jsonb_pretty(pricing) pricing
,p.guidance_price
,p.guidance_reason
,p.approval_price
,p.approval_reason
,p.tprice guidance_target
,jsonb_pretty(p.ui_json->'data') expl
FROM
lq
@ -178,4 +175,4 @@ lq AS MATERIALIZED (
WHERE
COALESCE(g.bestprice,1) = 1
)
SELECT * FROM hist --LIMIT 1000--WHERE qid = 108655
SELECT * FROM hist --WHERE qid = 108655

70
tables/lastpricedetail.ms.sql
View File

@ -51,50 +51,42 @@ WITH base AS (
ranked AS (
SELECT
b.*
-- Most recent sale (Actuals only)
,CASE WHEN b.version = 'Actual' THEN
ROW_NUMBER() OVER (
-- Most recent sale
,ROW_NUMBER() OVER (
PARTITION BY b.customer, b.partgroup
ORDER BY b.odate DESC
)
END AS rn_mrs
-- Most recent quote (Quotes only)
,CASE WHEN b.version = 'Quotes' THEN
ROW_NUMBER() OVER (
ORDER BY CASE WHEN b.version = 'Actual' THEN b.odate ELSE NULL END DESC
) AS rn_mrs
-- Most recent quote
,ROW_NUMBER() OVER (
PARTITION BY b.customer, b.partgroup
ORDER BY b.odate DESC
)
END AS rn_mrq
-- Largest volume sale (Actuals only; last 12 months prioritized)
,CASE WHEN b.version = 'Actual' THEN
ROW_NUMBER() OVER (
ORDER BY CASE WHEN b.version = 'Quotes' THEN b.odate ELSE NULL END DESC
) AS rn_mrq
-- Largest volume sale (last 12 months)
,ROW_NUMBER() OVER (
PARTITION BY b.customer, b.partgroup
ORDER BY
CASE WHEN b.version = 'Actual' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) THEN 1 ELSE 0 END DESC,
b.qty DESC
)
END AS rn_lvs
-- Largest volume quote (Quotes only; last 12 months prioritized)
,CASE WHEN b.version = 'Quotes' THEN
ROW_NUMBER() OVER (
ORDER BY CASE
WHEN b.version = 'Actual' AND b.odate >= DATEADD(YEAR, -1, GETDATE())
THEN b.qty ELSE NULL
END DESC
) AS rn_lvs
-- Largest volume quote (last 12 months)
,ROW_NUMBER() OVER (
PARTITION BY b.customer, b.partgroup
ORDER BY
CASE WHEN b.version = 'Quotes' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) THEN 1 ELSE 0 END DESC,
b.qty DESC
)
END AS rn_lvq
,CASE WHEN b.version = 'Actual' THEN
ROW_NUMBER() OVER (
ORDER BY CASE
WHEN b.version = 'Quotes' AND b.odate >= DATEADD(YEAR, -1, GETDATE())
THEN b.qty ELSE NULL
END DESC
) AS rn_lvq
-- Most recent sale per data segment
,ROW_NUMBER() OVER (
PARTITION BY b.customer, b.partgroup, b.dataseg, b.version
ORDER BY b.odate DESC
)
END AS rn_dss
,CASE WHEN b.version = 'Quotes' THEN
ROW_NUMBER() OVER (
ORDER BY CASE WHEN b.version = 'Actual' THEN b.odate ELSE NULL END DESC
) AS rn_dss
-- Most recent quote per data segment
,ROW_NUMBER() OVER (
PARTITION BY b.customer, b.partgroup, b.dataseg, b.version
ORDER BY b.odate DESC
)
END AS rn_dsq
ORDER BY CASE WHEN b.version = 'Quotes' THEN b.odate ELSE NULL END DESC
) AS rn_dsq
FROM base b
)
--------------------------------------------------------------------------------
@ -129,7 +121,7 @@ ON #flagged(customer, partgroup, dataseg, version, part, qty, price, odate, ordn
-- Step 3.1: Explode all flags from the #flagged table
WITH exploded_flags AS (
SELECT
customer, partgroup, part, dataseg, version, qty, price, odate, ordnum, quoten,
customer, partgroup, part, dataseg, version, part, qty, price, odate, ordnum, quoten,
flag
FROM #flagged
CROSS APPLY (VALUES (f1), (f2), (f3), (f4), (f5), (f6)) AS f(flag)

53
tables/rebuild_targets.pg.sql
View File

@ -1,28 +1,27 @@
CREATE OR REPLACE PROCEDURE pricequote.refresh_target_prices_base()
LANGUAGE plpgsql
AS $$
BEGIN
DELETE FROM pricequote.target_prices_base;
WITH expand AS (
SELECT
c.compset,
c.stlc,
c.floor,
b.ds,
b.chan,
b.tier,
b.vol,
b.val,
b.price,
b.math AS math
FROM pricequote.core_target c
LEFT JOIN LATERAL pricequote.build_pricing_path_base(
c.options || jsonb_build_object('entity','Anchor','attr',c.stlc,'val',c.floor,'func','Price')
) AS b
ON b.lastflag
)
INSERT INTO pricequote.target_prices_base
SELECT * FROM expand;
END;
$$;
DELETE FROM pricequote.target_prices_base;
WITH
expand AS (
SELECT
c.compset,
c.stlc,
c.floor,
b.ds,
b.chan,
b.tier,
b.vol,
b.val,
b.price,
b.math math
FROM
pricequote.core_target c
LEFT JOIN LATERAL pricequote.build_pricing_path_base (options||jsonb_build_object('entity','Anchor','attr',c.stlc,'val',c.floor,'func','Price')) b ON b.lastflag
)
-- select count(*) from expand
INSERT INTO
pricequote.target_prices_base
SELECT
*
FROM
expand;