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hc-companies:update
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hc-companies:bighist
hc-companies:format
hc-companies:javascript_relevance_logic

1 Commits
master ... suggested

Author SHA1 Message Date
Paul Trowbridge
9452220c46 Merge branch 'suggested' of github.com:The-HC-Companies/price_api into suggested 2025-08-11 09:22:21 -04:00
21 changed files with 702 additions and 1742 deletions
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167
builder/build_pricing_path_base.pg.sql
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@ -1,167 +0,0 @@
DROP FUNCTION pricequote.build_pricing_path_base;
CREATE OR REPLACE FUNCTION pricequote.build_pricing_path_base(
_json JSONB
)
RETURNS TABLE (
stlc TEXT
,seq BIGINT
,srtcode TEXT
,ds TEXT
,chan TEXT
,tier TEXT
,vol INT4RANGE
,func TEXT
,val NUMERIC
,price NUMERIC
,math TEXT[]
,lastflag BOOLEAN
)
LANGUAGE plpgsql AS
$$
BEGIN
RETURN QUERY
WITH RECURSIVE
-- 1️⃣ Parse JSONB into rows of (entity, attr, val)
parsed AS (
SELECT
e.entity,
COALESCE(e.attr, '') AS attr,
e.val,
e.func
FROM jsonb_to_recordset(_json)
AS e(entity TEXT, attr TEXT, val NUMERIC, func TEXT)
),
-- 2️⃣ Attach sequence & func from master option_sequence table
sequenced AS (
SELECT
p.entity,
p.attr,
p.val,
p.func,
s.DOMAIN,
DENSE_RANK() OVER (ORDER BY s.seq) AS seq,
ROW_NUMBER() OVER (PARTITION BY p.entity ORDER BY COALESCE(p.val,0) ASC) srt
FROM parsed p
JOIN pricequote.option_sequence s
ON p.entity = s.entity
)
--select * from sequenced ORDER BY seq, srt
-- 3️⃣ Recursively accumulate pricing path
,combos AS (
-- 🚀 Base case: first in sequence
SELECT
s.entity,
s.attr,
s.seq,
to_char(s.srt,'FM000') srtcode,
'' ds,
'' chan,
'' tier,
null::TEXT vol,
s.func,
s.val,
s.val agg,
CASE WHEN s.func = 'Price' THEN s.val ELSE NULL::NUMERIC END AS base,
ARRAY[
CASE
WHEN s.func = 'Price' THEN
RPAD(s.entity || ':' || s.attr, 17, ' ') || ' + ' || LPAD(to_char(s.val, 'FM9999999990.00000'), 10, ' ')
WHEN s.func = 'Factor' THEN
RPAD(s.entity || ':' || s.attr, 17, ' ') || ' + ' || LPAD(to_char(COALESCE(NULLIF(CASE WHEN s.func = 'Price' THEN s.val END, NULL), 0) * (s.val - 1), 'FM9999999990.00000'), 10, ' ')
ELSE
RPAD(s.entity || ':' || s.attr, 17, ' ') || ' ' || LPAD(to_char(s.val, 'FM9999999990.00000'), 10, ' ')
END
] math
FROM
sequenced s
WHERE
s.seq = (SELECT MIN(x.seq) FROM sequenced x)
UNION ALL
-- 🔁 Recursive step: process next in sequence
SELECT
c.entity,
c.attr,
o.seq,
c.srtcode || '.' || to_char(o.srt,'FM000'),
c.ds || CASE WHEN o.DOMAIN = 'Product' THEN '.' || o.attr ELSE '' END,
CASE WHEN o.DOMAIN = 'Channel' THEN o.attr ELSE c.chan END chan,
CASE WHEN o.DOMAIN = 'Tier' THEN o.attr ELSE c.tier END tier,
CASE WHEN o.DOMAIN = 'Volume' THEN o.attr ELSE c.vol END vol,
o.func,
o.val,
CASE
WHEN o.func = 'Price' THEN c.agg + o.val
WHEN o.func = 'Factor' THEN c.agg + COALESCE(c.base, 0) * (o.val - 1)
END agg,
COALESCE(c.base, CASE WHEN o.func = 'Price' THEN o.val ELSE NULL::NUMERIC END) AS base,
CASE WHEN (o.func = 'Price' AND o.val <> 0) OR (o.func = 'Factor' AND o.val <> 1) THEN
c.math ||
ARRAY[
CASE
WHEN o.func = 'Price' THEN
RPAD(o.entity || ':' || o.attr, 17, ' ') || ' + ' || LPAD(to_char(o.val, 'FM9999999990.00000'), 10, ' ')
WHEN o.func = 'Factor' THEN
RPAD(o.entity || ':' || o.attr, 17, ' ') || ' + ' || LPAD(to_char(COALESCE(c.base, 0) * (o.val - 1), 'FM9999999990.00000'), 10, ' ')
ELSE
RPAD(o.entity || ':' || o.attr, 17, ' ') || ' ' || LPAD(to_char(o.val, 'FM9999999990.00000'), 10, ' ')
END
]
ELSE
c.math
END math
FROM
combos c
JOIN sequenced o ON
o.seq = c.seq + 1
)
SELECT
-- c.entity
c.attr
,c.seq
,c.srtcode
,'v1:'||SUBSTRING(c.ds,2,100) ds
,c.chan
,c.tier
-- ,c.vol
,CASE
WHEN c.vol ~ '^[0-9]+-[0-9]+$' THEN
int4range(
split_part(c.vol, '-', 1)::int,
split_part(c.vol, '-', 2)::int,
'[)'
)
WHEN c.vol ~ '^[0-9]+$' THEN
int4range(
c.vol::int,
NULL,
'[)'
)
ELSE NULL
END AS vol
,c.func
,c.val
,c.agg
,c.math
,c.seq = (SELECT max(x.seq) FROM sequenced x) lastflag
FROM
combos c /*WHERE seq = (SELECT max(seq) FROM sequenced)*/
ORDER BY
c.srtcode ASC;
END;
$$;
/*
Anchor:EU170S50 + 0.08
Color Tier:P x 1.30
Branding: + 0.00
Packaging:SLV + 0.00
Suffix:PCR x 1.00
Accessories: + 0.00
Channel:WHS + 0.00
Volume:8 x 1.00
-----------------------
0.104
*/

184
esc.json
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@ -1,184 +0,0 @@
[
{
"folder": "01 Gal Can",
"entity": "Anchor",
"attr": "BM.03000",
"val": 0.15,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Color Tier",
"attr": "B",
"val": 1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Color Tier",
"attr": "C",
"val": 1.2,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Color Tier",
"attr": "L",
"val": 1.1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Color Tier",
"attr": "M",
"val": 1.2,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Color Tier",
"attr": "P",
"val": 1.2,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Color Tier",
"attr": "T",
"val": 1.1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Branding",
"attr": null,
"val": 0,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Branding",
"attr": "L",
"val": 0.04,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Branding",
"attr": "P",
"val": 0.1,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Packaging",
"attr": "BDL",
"val": 0.005,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Packaging",
"attr": "CSE",
"val": 0.01,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Packaging",
"attr": "PLT",
"val": 0,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Packaging",
"attr": "SLV",
"val": 0.005,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Suffix",
"attr": null,
"val": 1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Accessories",
"attr": null,
"val": 0,
"func": "Price"
},
{
"folder": "01 Gal Can",
"entity": "Channel",
"attr": "DIR",
"val": 1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Channel",
"attr": "DRP",
"val": 1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Channel",
"attr": "WHS",
"val": 1.1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Tier",
"attr": 1,
"val": 1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Tier",
"attr": 2,
"val": 1.05,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Tier",
"attr": 3,
"val": 1.1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Volume",
"attr": "00-01",
"val": 1.35,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Volume",
"attr": "01-08",
"val": 1.1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Volume",
"attr": "24",
"val": 1,
"func": "Factor"
},
{
"folder": "01 Gal Can",
"entity": "Volume",
"attr": "08-24",
"val": 1.05,
"func": "Factor"
}
]

31
example_usage.ms.sql
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@ -1,38 +1,15 @@
EXEC pricing.single_price_call
@bill = 'GRIF0001',
@ship = 'GRIF0001',
@part = 'XNS0T1G3G18B096',
@v1ds = 'v1:B..PLT..',
@vol = 9600;
EXEC pricing.single_price_call EXEC pricing.single_price_call
@bill = 'FARM0001', @bill = 'FARM0001',
@ship = 'KEYB0001', @ship = 'KEYB0001',
@part = 'HCA10000B661100', @part = 'HZP3E100E21D050',
@v1ds = 'v1:T..CSE..D', @v1ds = 'v1:T..BDL..',
@vol = 172000; @vol = 50000;
SELECT g.*
FROM (SELECT
TRY_CAST(.33275 AS NUMERIC(20,5)) AS tprice,
TRY_CAST(.758 AS NUMERIC(20,5)) AS last_price_norm,
TRY_CAST(null AS NUMERIC(20,5)) AS listprice_eff,
TRY_CAST('2025-06-01' AS DATE) AS last_date
) q
CROSS APPLY pricing.guidance_logic(q.tprice, q.last_price_norm, q.listprice_eff, q.last_date, 0.05, 1.0, 1.0) g;
SELECT * FROM pricing.lastpricedetail l WHERE customer = 'HYBELS' AND l.partgroup = 'HZP3E100'
SELECT * FROM pricing.pricelist_ranged pr WHERE pr.jcpart = 'XNS0T1G3G18B096' AND
SELECT * FROM CMSInterfaceIN.[CMS.CUSLG].
EXEC pricing.single_price_call EXEC pricing.single_price_call
@bill = 'GRIF0001', @bill = 'GRIF0001',
@ship = 'GRIF0001', @ship = 'GRIF0001',
@part = 'XNS0T1G3G18B096', @part = 'XNS0T1G3G18B96',
@v1ds = 'v1:B..PLT..', @v1ds = 'v1:B..PLT..',
@vol = 9600; @vol = 9600;

86
example_usage.pg.sql
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@ -1,80 +1,10 @@
SELECT
ui_json->'data'
FROM pricequote.single_price_call(
'FARM0001',
'KEYB0001',
'HCA10000B661100',
'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 * 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
FROM
pricequote.live_quotes q
LEFT JOIN LATERAL pricequote.single_price_call(
billto, shipto, part, v1ds, units_each
) pc ON TRUE
WHERE
qid = 113761
-- AND qrn = 4;
create table pricequote.target_prices_base as (
with
expand AS (
SELECT SELECT
c.compset, *
c.stlc, FROM pricequote.single_price_call(
c.floor, 'FARM0001',
b.ds, 'KEYB0001',
b.chan, 'HZP3E100E21D050',
b.tier, 'v1:T..BDL..',
b.vol, 50000
b.val, ) f
b.price,
json_pretty(to_json(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
select * from expand
) with data;
-- SELECT
-- stlc, ds, chan, tier, vol, price, math
-- FROM
-- pricequote.build_pricing_path_base(
-- $$
-- [{"folder":"01 Gal Can","entity":"Anchor","attr":"BM.03000","val":0.15,"func":"Price"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"B","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"C","val":1.2,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"L","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"M","val":1.2,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"P","val":1.2,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"T","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Branding","attr":null,"val":0,"func":"Price"},{"folder":"01 Gal Can","entity":"Branding","attr":"L","val":0.04,"func":"Price"},{"folder":"01 Gal Can","entity":"Branding","attr":"P","val":0.1,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"BDL","val":0.005,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"CSE","val":0.01,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"PLT","val":0,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"SLV","val":0.005,"func":"Price"},{"folder":"01 Gal Can","entity":"Suffix","attr":null,"val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Accessories","attr":null,"val":0,"func":"Price"},{"folder":"01 Gal Can","entity":"Channel","attr":"DIR","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Channel","attr":"DRP","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Channel","attr":"WHS","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Tier","attr":1,"val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Tier","attr":2,"val":1.05,"func":"Factor"},{"folder":"01 Gal Can","entity":"Tier","attr":3,"val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"00-01","val":1.35,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"01-08","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"24","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"08-24","val":1.05,"func":"Factor"}]
-- $$
-- )
-- WHERE
-- lastflag

81
procs/approval_logic.ms.sql
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@ -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
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@ -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 $$
DECLARE
base_price numeric(20,5);
after_floor numeric(20,5);
after_cap_last numeric(20,5);
final_price numeric(20,5);
reason text := '';
BEGIN
-- Early exit if nothing to work with
IF _target IS NULL AND _last_norm IS NULL AND _list_eff IS NULL THEN
RETURN QUERY SELECT NULL::numeric, 'No target, last, or list available';
RETURN;
END IF;
-- Pick starting base price
base_price := COALESCE(_target, _last_norm, _list_eff);
-- Step 1: use base price unless it's more than x% below last price
after_floor := base_price;
IF _last_norm IS NOT NULL THEN
after_floor := GREATEST(base_price, ROUND(_last_norm*_floor_pct,5));
END IF;
-- Step 2: use price from previous step but don't allow it to be x% above last price
after_cap_last := after_floor;
IF _last_norm IS NOT NULL THEN
after_cap_last := LEAST(after_floor, ROUND(_last_norm*_cap_last_pct,5));
END IF;
-- cap to list (binds if it lowers price)
final_price := after_cap_last;
IF _list_eff IS NOT NULL THEN
final_price := LEAST(after_cap_last, ROUND(_list_eff*_cap_list_pct,5));
END IF;
-- Reason text
reason :=
CASE
WHEN _target IS NOT NULL THEN 'Using target price'
WHEN _last_norm IS NOT NULL THEN 'Using last price as base'
WHEN _list_eff IS NOT NULL THEN 'Using list price as base'
END;
IF _last_norm IS NOT NULL AND after_floor > base_price THEN
reason := 'Last price drop limit';
END IF;
IF _last_norm IS NOT NULL AND after_cap_last < after_floor THEN
reason := 'Last price increase limit';
END IF;
IF _list_eff IS NOT NULL AND final_price < after_cap_last THEN
reason := 'List price ceiling';
END IF;
RETURN QUERY SELECT final_price, reason;
END $$;

156
procs/guidance_logic.ms.sql
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@ -1,61 +1,119 @@
-- CREATE OR ALTER FUNCTION pricing.guidance_logic;
CREATE OR ALTER FUNCTION pricing.guidance_logic( -- This function returns the least of two NUMERIC(20,5) values.
@target numeric(20,5), CREATE OR ALTER FUNCTION dbo.LEAST_NUMERIC205(
@last_norm numeric(20,5), @a NUMERIC(20,5),
@list_eff numeric(20,5), @b 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 ( RETURNS NUMERIC(20,5)
guidance_price numeric(20,5), AS
guidance_reason nvarchar(4000) BEGIN
RETURN CASE
WHEN @a IS NULL THEN @b
WHEN @b IS NULL THEN @a
WHEN @a < @b THEN @a ELSE @b
END
END
GO
-- This function returns the greatest of two NUMERIC(20,5) values.
CREATE OR ALTER FUNCTION dbo.GREATEST_NUMERIC205(
@a NUMERIC(20,5),
@b NUMERIC(20,5)
)
RETURNS NUMERIC(20,5)
AS
BEGIN
RETURN CASE
WHEN @a IS NULL THEN @b
WHEN @b IS NULL THEN @a
WHEN @a > @b THEN @a ELSE @b
END
END
GO
-- This function implements the guidance logic for pricing based on target, last, and list prices.
CREATE OR ALTER FUNCTION pricing.guidance_logic (
@target_price NUMERIC(20,5),
@last_price NUMERIC(20,5),
@list_price NUMERIC(20,5),
@last_date DATE
)
RETURNS @result TABLE (
guidance_price NUMERIC(20,5),
guidance_reason NVARCHAR(MAX)
) )
AS AS
BEGIN BEGIN
DECLARE DECLARE @price NUMERIC(20,5);
@base_price numeric(20,5), -- starting point (target if available, else last_norm, else list_eff) DECLARE @reason NVARCHAR(MAX) = '';
@after_floor numeric(20,5), -- base but limited to x% lower than last price DECLARE @floored NUMERIC(20,5);
@after_cap_last numeric(20,5), -- previous step but limited to x% higher than last price DECLARE @capped NUMERIC(20,5);
@final_price numeric(20,5), -- previous step but limited to x% higher than list price DECLARE @use_last_price BIT = 0;
@reason nvarchar(4000) = N''; -- logic source of price
-- Early exit if nothing to work with -- Determine if last price is recent (within last 2 years)
IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL IF @last_price IS NOT NULL AND @last_date IS NOT NULL AND @last_date > DATEADD(YEAR, -2, CAST(GETDATE() AS DATE))
SET @use_last_price = 1;
IF @target_price IS NOT NULL AND @use_last_price = 1
BEGIN BEGIN
INSERT INTO @ret VALUES (NULL, N'No target, last, or list available'); SET @floored = dbo.GREATEST_NUMERIC205(@target_price, @last_price * 0.95);
RETURN; SET @capped = dbo.LEAST_NUMERIC205(@floored, @last_price);
END; SET @price = dbo.LEAST_NUMERIC205(ISNULL(@list_price, 1e9), @capped);
-- Pick starting base price IF @price = @last_price
SET @base_price = COALESCE(@target, @last_norm, @list_eff); BEGIN
-- Reason text SET @reason = 'Cap at last price';
SET @reason = END
CASE ELSE
WHEN @target IS NOT NULL THEN N'Using target price' BEGIN
WHEN @last_norm IS NOT NULL THEN N'Using last price as base' SET @reason = 'Using target price';
WHEN @list_eff IS NOT NULL THEN N'Using list price as base' IF @target_price < @last_price * 0.95
END; SET @reason += ', floored to 5% below last price';
IF @target_price > @last_price
-- Step 1: use base price less than last price, use last price SET @reason += ', capped to not exceed last price';
IF @base_price < @last_norm IF @list_price IS NOT NULL AND @price = @list_price AND @target_price > @list_price
SET @reason += ', capped to not exceed list price';
END
END
ELSE IF @use_last_price = 1
BEGIN BEGIN
SET @base_price = @last_norm; SET @price = @last_price;
SET @reason = N'Last price'; SET @reason = 'Last price - no target';
END
ELSE IF @target_price IS NOT NULL
BEGIN
SET @price = @target_price;
IF @last_price IS NOT NULL AND @last_date IS NOT NULL
BEGIN
SET @reason = CONCAT(
'Last price ignored (too old: ',
CONVERT(NVARCHAR(10), @last_date, 120),
'), using target price'
);
END
ELSE
BEGIN
SET @reason = 'Target price - no prior sale';
END
END
ELSE
BEGIN
SET @price = NULL;
IF @last_price IS NOT NULL AND @last_date IS NOT NULL
BEGIN
SET @reason = CONCAT(
'Last price ignored (too old: ',
CONVERT(NVARCHAR(10), @last_date, 120),
'), no pricing available'
);
END
ELSE
BEGIN
SET @reason = 'No pricing available';
END
END END
INSERT INTO @result VALUES (@price, @reason);
-- 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; RETURN;
END; END
GO

108
procs/guidance_logic.pg.sql
View File

@ -1,56 +1,74 @@
CREATE OR REPLACE FUNCTION pricequote.guidance_logic( CREATE OR REPLACE FUNCTION pricequote.guidance_logic(
_target numeric(20,5), _target_price NUMERIC(20,5),
_last_norm numeric(20,5), _last_price NUMERIC(20,5),
_list_eff numeric(20,5), _list_price NUMERIC(20,5),
_last_date date, _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 ( RETURNS TABLE (
guidance_price numeric(20,5), guidance_price NUMERIC(20,5),
guidance_reason text guidance_reason TEXT
) ) AS $$
LANGUAGE plpgsql AS $$
DECLARE DECLARE
base_price numeric(20,5); _price NUMERIC(20,5);
after_floor numeric(20,5); _reason TEXT := '';
after_cap_last numeric(20,5); _floored NUMERIC(20,5);
final_price numeric(20,5); _capped NUMERIC(20,5);
reason text := ''; _use_last_price BOOLEAN := FALSE;
BEGIN BEGIN
-- Evaluate whether last price is recent enough
-- Early exit if nothing to work with IF _last_price IS NOT NULL AND _last_date IS NOT NULL AND _last_date > CURRENT_DATE - INTERVAL '2 years' THEN
IF _target IS NULL AND _last_norm IS NULL AND _list_eff IS NULL THEN _use_last_price := TRUE;
RETURN QUERY SELECT NULL::numeric, 'No target, last, or list available';
RETURN;
END IF; END IF;
IF _target_price IS NOT NULL AND _use_last_price THEN
_floored := GREATEST(_target_price, _last_price * 0.95);
_capped := LEAST(_floored, _last_price);
_price := LEAST(COALESCE(_list_price, 1e9), _capped);
-- Pick starting base price IF _price = _last_price THEN
base_price := COALESCE(_target, _last_norm, _list_eff); _reason := 'Cap at last price';
-- Reason text ELSE
reason := _reason := 'Using target price';
CASE IF _target_price < _last_price * 0.95 THEN
WHEN _target IS NOT NULL THEN 'Using target price' _reason := _reason || ', floored to 5% below last price';
WHEN _last_norm IS NOT NULL THEN 'Using last price as base' END IF;
WHEN _list_eff IS NOT NULL THEN 'Using list price as base' IF _target_price > _last_price THEN
END; _reason := _reason || ', capped to not exceed last price';
END IF;
IF _list_price IS NOT NULL AND _price = _list_price AND _target_price > _list_price THEN
_reason := _reason || ', capped to not exceed list price';
END IF;
END IF;
-- Step 1: use base price less than last price, use last price ELSIF _use_last_price THEN
IF base_price < _last_norm THEN _price := _last_price;
base_price := _last_norm; _reason := 'Last price - no target';
reason := 'Last price';
ELSIF _target_price IS NOT NULL THEN
_price := _target_price;
IF _last_price IS NOT NULL AND _last_date IS NOT NULL THEN
_reason := format(
'Last price ignored (too old: %s), using target price',
to_char(_last_date, 'YYYY-MM-DD')
);
ELSE
_reason := 'Target price - no prior sale';
END IF;
ELSE
_price := NULL;
IF _last_price IS NOT NULL AND _last_date IS NOT NULL THEN
_reason := format(
'Last price ignored (too old: %s), no pricing available',
to_char(_last_date, 'YYYY-MM-DD')
);
ELSE
_reason := 'No pricing available';
END IF;
END IF; END IF;
-- Step 2: use price from previous step but don't allow it to be x% above last price RETURN QUERY SELECT _price, _reason;
IF base_price > _list_eff THEN END;
base_price := _list_eff; $$ LANGUAGE plpgsql;
reason := 'List price ceiling';
END IF;
final_price := base_price;
RETURN QUERY SELECT final_price, reason;
END $$;

104
procs/lastprice_logic.ms.sql
View File

@ -1,3 +1,4 @@
-- JSON-based helper function for last price selection -- JSON-based helper function for last price selection
CREATE OR ALTER FUNCTION pricing.pick_last_price_from_hist_json ( CREATE OR ALTER FUNCTION pricing.pick_last_price_from_hist_json (
@part_stats NVARCHAR(MAX), @part_stats NVARCHAR(MAX),
@ -10,12 +11,11 @@ RETURNS @result TABLE (
qty NUMERIC(20,5), qty NUMERIC(20,5),
dataseg NVARCHAR(100), dataseg NVARCHAR(100),
ord NVARCHAR(20), ord NVARCHAR(20),
quote NVARCHAR(20), quote NVARCHAR(20)
part NVARCHAR(100)
) )
AS AS
BEGIN BEGIN
DECLARE @age_threshold DATE = DATEADD(month, -18, GETDATE()); DECLARE @age_threshold DATE = DATEADD(year, -1, GETDATE());
-- Extract all relevant objects from JSON -- Extract all relevant objects from JSON
DECLARE @dsq NVARCHAR(MAX), @dss NVARCHAR(MAX), @mrq NVARCHAR(MAX), @mrs NVARCHAR(MAX); DECLARE @dsq NVARCHAR(MAX), @dss NVARCHAR(MAX), @mrq NVARCHAR(MAX), @mrs NVARCHAR(MAX);
@ -27,81 +27,63 @@ BEGIN
WITH (mrq NVARCHAR(MAX) AS JSON, mrs NVARCHAR(MAX) AS JSON) flags; WITH (mrq NVARCHAR(MAX) AS JSON, mrs NVARCHAR(MAX) AS JSON) flags;
-- Helper to extract fields from a JSON object -- Helper to extract fields from a JSON object
DECLARE @dsq_price NUMERIC(20,5), @dsq_date DATE, @dsq_qty NUMERIC(20,5), @dsq_dataseg NVARCHAR(100), @dsq_ord NVARCHAR(20), @dsq_quote NVARCHAR(20), @dsq_part NVARCHAR(100); DECLARE @dsq_price NUMERIC(20,5), @dsq_date DATE, @dsq_qty NUMERIC(20,5), @dsq_dataseg NVARCHAR(100), @dsq_ord NVARCHAR(20), @dsq_quote NVARCHAR(20);
DECLARE @dss_price NUMERIC(20,5), @dss_date DATE, @dss_qty NUMERIC(20,5), @dss_dataseg NVARCHAR(100), @dss_ord NVARCHAR(20), @dss_quote NVARCHAR(20), @dss_part NVARCHAR(100); DECLARE @dss_price NUMERIC(20,5), @dss_date DATE, @dss_qty NUMERIC(20,5), @dss_dataseg NVARCHAR(100), @dss_ord NVARCHAR(20), @dss_quote NVARCHAR(20);
DECLARE @mrq_price NUMERIC(20,5), @mrq_date DATE, @mrq_qty NUMERIC(20,5), @mrq_dataseg NVARCHAR(100), @mrq_ord NVARCHAR(20), @mrq_quote NVARCHAR(20), @mrq_part NVARCHAR(100); DECLARE @mrq_price NUMERIC(20,5), @mrq_date DATE, @mrq_qty NUMERIC(20,5), @mrq_dataseg NVARCHAR(100), @mrq_ord NVARCHAR(20), @mrq_quote NVARCHAR(20);
DECLARE @mrs_price NUMERIC(20,5), @mrs_date DATE, @mrs_qty NUMERIC(20,5), @mrs_dataseg NVARCHAR(100), @mrs_ord NVARCHAR(20), @mrs_quote NVARCHAR(20), @mrs_part NVARCHAR(100); DECLARE @mrs_price NUMERIC(20,5), @mrs_date DATE, @mrs_qty NUMERIC(20,5), @mrs_dataseg NVARCHAR(100), @mrs_ord NVARCHAR(20), @mrs_quote NVARCHAR(20);
IF @dsq IS NOT NULL IF @dsq IS NOT NULL
SELECT @dsq_price = price, @dsq_date = odate, @dsq_qty = qty, @dsq_dataseg = datasegment, @dsq_ord = ordnum, @dsq_quote = quoten, @dsq_part = part SELECT @dsq_price = price, @dsq_date = odate, @dsq_qty = qty, @dsq_dataseg = datasegment, @dsq_ord = ordnum, @dsq_quote = quoten
FROM OPENJSON(@dsq) FROM OPENJSON(@dsq)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
IF @dss IS NOT NULL IF @dss IS NOT NULL
SELECT @dss_price = price, @dss_date = odate, @dss_qty = qty, @dss_dataseg = datasegment, @dss_ord = ordnum, @dss_quote = quoten, @dss_part = part SELECT @dss_price = price, @dss_date = odate, @dss_qty = qty, @dss_dataseg = datasegment, @dss_ord = ordnum, @dss_quote = quoten
FROM OPENJSON(@dss) FROM OPENJSON(@dss)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
IF @mrq IS NOT NULL IF @mrq IS NOT NULL
SELECT @mrq_price = price, @mrq_date = odate, @mrq_qty = qty, @mrq_dataseg = datasegment, @mrq_ord = ordnum, @mrq_quote = quoten, @mrq_part = part SELECT @mrq_price = price, @mrq_date = odate, @mrq_qty = qty, @mrq_dataseg = datasegment, @mrq_ord = ordnum, @mrq_quote = quoten
FROM OPENJSON(@mrq) FROM OPENJSON(@mrq)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
IF @mrs IS NOT NULL IF @mrs IS NOT NULL
SELECT @mrs_price = price, @mrs_date = odate, @mrs_qty = qty, @mrs_dataseg = datasegment, @mrs_ord = ordnum, @mrs_quote = quoten, @mrs_part = part SELECT @mrs_price = price, @mrs_date = odate, @mrs_qty = qty, @mrs_dataseg = datasegment, @mrs_ord = ordnum, @mrs_quote = quoten
FROM OPENJSON(@mrs) FROM OPENJSON(@mrs)
WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100)); WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
-- Use the same selection logic as before -- Use the same selection logic as before
-- 1. Prefer the most recent of dss/dsq if either is within the age threshold -- 1. Prefer the most recent of dss/dsq if either is within the age threshold
IF (@dss_date IS NOT NULL AND @dss_date > @age_threshold) IF (@dsq_date IS NOT NULL AND @dsq_date > @age_threshold)
BEGIN OR (@dss_date IS NOT NULL AND @dss_date > @age_threshold)
INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote, @dss_part); BEGIN
RETURN; IF @dsq_date IS NOT NULL AND (@dss_date IS NULL OR @dsq_date >= @dss_date) AND @dsq_date > @age_threshold
END INSERT INTO @result VALUES (@dsq_price, 'dsq', @dsq_date, @dsq_qty, @dsq_dataseg, @dsq_ord, @dsq_quote);
-- IF (@dsq_date IS NOT NULL AND @dsq_date > @age_threshold) ELSE IF @dss_date IS NOT NULL AND @dss_date > @age_threshold
-- OR (@dss_date IS NOT NULL AND @dss_date > @age_threshold) INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote);
-- BEGIN RETURN;
-- IF @dsq_date IS NOT NULL AND (@dss_date IS NULL OR @dsq_date >= @dss_date) AND @dsq_date > @age_threshold END
-- INSERT INTO @result VALUES (@dsq_price, 'dsq', @dsq_date, @dsq_qty, @dsq_dataseg, @dsq_ord, @dsq_quote, @dsq_part);
-- ELSE IF @dss_date IS NOT NULL AND @dss_date > @age_threshold
-- INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote, @dss_part);
-- RETURN;
-- END
-- 2. If both dss/dsq are older than the threshold, use the most recent of mrs/mrq if either exists -- 2. If both dss/dsq are older than the threshold, use the most recent of mrs/mrq if either exists
IF @mrs_date IS NOT NULL AND @mrs_date > @age_threshold IF (@mrq_date IS NOT NULL OR @mrs_date IS NOT NULL)
BEGIN BEGIN
INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote, @mrs_part); IF @mrq_date IS NOT NULL AND (@mrs_date IS NULL OR @mrq_date >= @mrs_date)
RETURN; INSERT INTO @result VALUES (@mrq_price, 'mrq', @mrq_date, @mrq_qty, @mrq_dataseg, @mrq_ord, @mrq_quote);
END ELSE IF @mrs_date IS NOT NULL
-- IF (@mrq_date IS NOT NULL OR @mrs_date IS NOT NULL) INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote);
-- BEGIN RETURN;
-- IF @mrq_date IS NOT NULL AND (@mrs_date IS NULL OR @mrq_date >= @mrs_date) END
-- INSERT INTO @result VALUES (@mrq_price, 'mrq', @mrq_date, @mrq_qty, @mrq_dataseg, @mrq_ord, @mrq_quote, @mrq_part);
-- ELSE IF @mrs_date IS NOT NULL
-- INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote, @mrs_part);
-- RETURN;
-- END
-- 3. If all are at least as old as the threshold, pick the least oldest price available -- 3. If all are at least as old as the threshold, pick the least oldest price available
-- DECLARE DECLARE @best_price NUMERIC(20,5) = NULL, @best_source NVARCHAR(10) = NULL, @best_date DATE = NULL, @best_qty NUMERIC(20,5) = NULL, @best_dataseg NVARCHAR(100) = NULL, @best_ord NVARCHAR(20) = NULL, @best_quote NVARCHAR(20) = NULL;
-- @best_price NUMERIC(20,5) = NULL IF @dsq_date IS NOT NULL
-- ,@best_source NVARCHAR(10) = NULL SELECT @best_price = @dsq_price, @best_source = 'dsq', @best_date = @dsq_date, @best_qty = @dsq_qty, @best_dataseg = @dsq_dataseg, @best_ord = @dsq_ord, @best_quote = @dsq_quote;
-- ,@best_date DATE = NULL IF @dss_date IS NOT NULL AND (@best_date IS NULL OR @dss_date > @best_date)
-- ,@best_qty NUMERIC(20,5) = NULL SELECT @best_price = @dss_price, @best_source = 'dss', @best_date = @dss_date, @best_qty = @dss_qty, @best_dataseg = @dss_dataseg, @best_ord = @dss_ord, @best_quote = @dss_quote;
-- ,@best_dataseg NVARCHAR(100) = NULL IF @mrq_date IS NOT NULL AND (@best_date IS NULL OR @mrq_date > @best_date)
-- ,@best_ord NVARCHAR(20) = NULL SELECT @best_price = @mrq_price, @best_source = 'mrq', @best_date = @mrq_date, @best_qty = @mrq_qty, @best_dataseg = @mrq_dataseg, @best_ord = @mrq_ord, @best_quote = @mrq_quote;
-- ,@best_quote NVARCHAR(20) = NULL IF @mrs_date IS NOT NULL AND (@best_date IS NULL OR @mrs_date > @best_date)
-- ,@best_part NVARCHAR(100) = NULL; SELECT @best_price = @mrs_price, @best_source = 'mrs', @best_date = @mrs_date, @best_qty = @mrs_qty, @best_dataseg = @mrs_dataseg, @best_ord = @mrs_ord, @best_quote = @mrs_quote;
-- IF @dsq_date IS NOT NULL
-- SELECT @best_price = @dsq_price, @best_source = 'dsq', @best_date = @dsq_date, @best_qty = @dsq_qty, @best_dataseg = @dsq_dataseg, @best_ord = @dsq_ord, @best_quote = @dsq_quote, @best_part = @dsq_part;
-- IF @dss_date IS NOT NULL AND (@best_date IS NULL OR @dss_date > @best_date)
-- SELECT @best_price = @dss_price, @best_source = 'dss', @best_date = @dss_date, @best_qty = @dss_qty, @best_dataseg = @dss_dataseg, @best_ord = @dss_ord, @best_quote = @dss_quote, @best_part = @dss_part;
-- IF @mrq_date IS NOT NULL AND (@best_date IS NULL OR @mrq_date > @best_date)
-- SELECT @best_price = @mrq_price, @best_source = 'mrq', @best_date = @mrq_date, @best_qty = @mrq_qty, @best_dataseg = @mrq_dataseg, @best_ord = @mrq_ord, @best_quote = @mrq_quote, @best_part = @mrq_part;
-- IF @mrs_date IS NOT NULL AND (@best_date IS NULL OR @mrs_date > @best_date)
-- SELECT @best_price = @mrs_price, @best_source = 'mrs', @best_date = @mrs_date, @best_qty = @mrs_qty, @best_dataseg = @mrs_dataseg, @best_ord = @mrs_ord, @best_quote = @mrs_quote, @best_part = @mrs_part;
-- IF @best_price IS NOT NULL IF @best_price IS NOT NULL
-- INSERT INTO @result VALUES (@best_price, @best_source, @best_date, @best_qty, @best_dataseg, @best_ord, @best_quote, @best_part); INSERT INTO @result VALUES (@best_price, @best_source, @best_date, @best_qty, @best_dataseg, @best_ord, @best_quote);
RETURN; RETURN;
END END

52
procs/lastprice_logic.pg.sql
View File

@ -12,7 +12,7 @@ DECLARE
BEGIN BEGIN
-- Central control for age threshold -- Central control for age threshold
DECLARE DECLARE
age_threshold INTERVAL := INTERVAL '18 months'; age_threshold INTERVAL := INTERVAL '1 year';
dsq_date DATE := NULL; dsq_date DATE := NULL;
dss_date DATE := NULL; dss_date DATE := NULL;
mrq_date DATE := NULL; mrq_date DATE := NULL;
@ -20,7 +20,6 @@ BEGIN
best JSONB := NULL; best JSONB := NULL;
best_date DATE := NULL; best_date DATE := NULL;
BEGIN BEGIN
-- set dates
IF dsq IS NOT NULL AND (dsq->>'price') IS NOT NULL THEN IF dsq IS NOT NULL AND (dsq->>'price') IS NOT NULL THEN
dsq_date := (dsq->>'odate')::date; dsq_date := (dsq->>'odate')::date;
END IF; END IF;
@ -35,31 +34,40 @@ BEGIN
END IF; END IF;
-- 1. Prefer the most recent of dss/dsq if either is within the age threshold -- 1. Prefer the most recent of dss/dsq if either is within the age threshold
IF dss_date IS NOT NULL AND dss_date > (CURRENT_DATE - age_threshold) THEN IF (dsq_date IS NOT NULL AND dsq_date > (CURRENT_DATE - age_threshold))
result := dss || jsonb_build_object('source', 'dss'); OR (dss_date IS NOT NULL AND dss_date > (CURRENT_DATE - age_threshold)) THEN
IF dsq_date IS NOT NULL AND (dss_date IS NULL OR dsq_date >= dss_date) AND dsq_date > (CURRENT_DATE - age_threshold) THEN
result := dsq || jsonb_build_object('source', 'dsq');
ELSIF dss_date IS NOT NULL AND dss_date > (CURRENT_DATE - age_threshold) THEN
result := dss || jsonb_build_object('source', 'dss');
END IF;
-- 2. If both dss/dsq are older than the threshold, use the most recent of mrs/mrq if either exists -- 2. If both dss/dsq are older than the threshold, use the most recent of mrs/mrq if either exists
ELSIF mrs_date IS NOT NULL AND mrs_date > (CURRENT_DATE - age_threshold) THEN ELSIF (mrq_date IS NOT NULL OR mrs_date IS NOT NULL) THEN
result := mrs || jsonb_build_object('source', 'mrs'); IF mrq_date IS NOT NULL AND (mrs_date IS NULL OR mrq_date >= mrs_date) THEN
result := mrq || jsonb_build_object('source', 'mrq');
ELSIF mrs_date IS NOT NULL THEN
result := mrs || jsonb_build_object('source', 'mrs');
END IF;
-- 3. If all are at least as old as the threshold, pick the least oldest price available -- 3. If all are at least as old as the threshold, pick the least oldest price available
ELSE ELSE
best := NULL; best := NULL;
best_date := NULL; best_date := NULL;
-- IF dsq_date IS NOT NULL THEN IF dsq_date IS NOT NULL THEN
-- best := dsq || jsonb_build_object('source', 'dsq'); best := dsq || jsonb_build_object('source', 'dsq');
-- best_date := dsq_date; best_date := dsq_date;
-- END IF; END IF;
-- IF dss_date IS NOT NULL AND (best_date IS NULL OR dss_date > best_date) THEN IF dss_date IS NOT NULL AND (best_date IS NULL OR dss_date > best_date) THEN
-- best := dss || jsonb_build_object('source', 'dss'); best := dss || jsonb_build_object('source', 'dss');
-- best_date := dss_date; best_date := dss_date;
-- END IF; END IF;
-- IF mrq_date IS NOT NULL AND (best_date IS NULL OR mrq_date > best_date) THEN IF mrq_date IS NOT NULL AND (best_date IS NULL OR mrq_date > best_date) THEN
-- best := mrq || jsonb_build_object('source', 'mrq'); best := mrq || jsonb_build_object('source', 'mrq');
-- best_date := mrq_date; best_date := mrq_date;
-- END IF; END IF;
-- IF mrs_date IS NOT NULL AND (best_date IS NULL OR mrs_date > best_date) THEN IF mrs_date IS NOT NULL AND (best_date IS NULL OR mrs_date > best_date) THEN
-- best := mrs || jsonb_build_object('source', 'mrs'); best := mrs || jsonb_build_object('source', 'mrs');
-- best_date := mrs_date; best_date := mrs_date;
-- END IF; END IF;
result := best; result := best;
END IF; END IF;
RETURN result; RETURN result;

669
procs/matrix_guidance.pg.sql
View File

@ -1,263 +1,245 @@
-- Recreate queue with columns matching single_price_call outputs
DROP TABLE IF EXISTS pricequote.queue; DROP TABLE IF EXISTS pricequote.queue;
CREATE TABLE pricequote.queue ( CREATE TABLE pricequote.queue (
bill TEXT, bill TEXT,
ship TEXT, ship TEXT,
part TEXT, part TEXT,
stlc TEXT, stlc TEXT,
v1ds TEXT, v1ds TEXT,
vol NUMERIC, vol NUMERIC,
chan TEXT, chan TEXT,
cust TEXT, cust TEXT,
tier TEXT, tier TEXT,
pltq NUMERIC, pltq NUMERIC,
plevel TEXT, plevel TEXT,
partgroup TEXT, last_price NUMERIC,
part_v1ds TEXT, last_qty NUMERIC,
v0ds TEXT, last_dataseg TEXT,
curstd_orig NUMERIC, last_date DATE,
futstd_orig NUMERIC, last_order TEXT,
curstd NUMERIC, last_quote TEXT,
futstd NUMERIC, last_source TEXT,
curstd_last NUMERIC, tprice NUMERIC,
futstd_last NUMERIC, tmath JSONB,
customized TEXT, volume_range TEXT,
last_premium NUMERIC, list_price NUMERIC,
last_premium_method TEXT, list_code TEXT,
last_price_norm NUMERIC, guidance_price NUMERIC,
last_isdiff TEXT, guidance_reason TEXT,
last_v0ds TEXT, expl JSONB,
tprice_last NUMERIC, ui_json JSONB,
last_price NUMERIC, partgroup TEXT
last_qty NUMERIC,
last_dataseg TEXT,
last_date DATE,
last_order TEXT,
last_quote TEXT,
last_source TEXT,
hist JSONB,
tprice NUMERIC,
tmath JSONB,
volume_range TEXT,
listprice NUMERIC,
listcode TEXT,
listprice_eff NUMERIC,
list_relevance TEXT,
guidance_price NUMERIC,
guidance_reason TEXT,
approval_price NUMERIC,
approval_reason TEXT,
expl JSONB,
ui_json JSONB
); );
CREATE INDEX IF NOT EXISTS idx_osm_stack_merge /*
ON rlarp.osm_stack (bill_cust, ship_cust, part, stlc, dataseg, qtyord); ====================================================================================
Script: matrix_guidance.pg.sql
Purpose: Batch pricing logic for sales matrix (PostgreSQL)
-----------------------------------------------------------------------------------
Description:
- Seeds a queue table with distinct pricing scenarios from rlarp.osm_stack
- Enriches each scenario with customer, channel, tier, pack quantity, and price level
- Looks up and applies target price, price history, list price, and guidance logic
- Builds a JSON explanation for each scenario
- Merges results back into the main sales matrix table
Inputs:
- Source table: rlarp.osm_stack
- Pricing reference tables: pricequote.target_prices, pricequote.lastpricedetail, pricequote.pricelist_ranged
- Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
Outputs:
- Updates rlarp.osm_stack.pricing with a JSON explanation for each scenario
- All intermediate results are stored in pricequote.queue
Key Business Logic:
- Channel/tier/customer resolution based on bill/ship codes
- Target price and math lookup by segment, channel, tier, and volume
- Price history precedence and extraction via helper function
- List price selection: lowest valid price for the scenario
- Guidance logic: computed from target, last, and list prices
Dependencies:
- pricequote.guidance_logic (function)
- pricequote.pick_last_price_from_hist (function)
Notes:
- Designed for batch/matrix pricing updates
- Assumes all referenced tables and functions exist
- See also: single_price_call.pg.sql for single-row logic
====================================================================================
*/
CREATE INDEX idx_osm_stack_merge
ON rlarp.osm_stack (
bill_cust,
ship_cust,
part,
stlc,
dataseg,
qtyord
);
CREATE INDEX idx_queue_merge
ON pricequote.queue (
bill,
ship,
part,
stlc,
v1ds,
vol
);
CREATE INDEX IF NOT EXISTS idx_queue_merge
ON pricequote.queue (bill, ship, part, stlc, v1ds, vol);
-- Batch procedure mirroring single_price_call logic (4-space indentation)
--DROP PROCEDURE IF EXISTS pricequote.process_queue; --DROP PROCEDURE IF EXISTS pricequote.process_queue;
CREATE OR REPLACE PROCEDURE pricequote.process_queue() CREATE OR REPLACE PROCEDURE pricequote.process_queue()
LANGUAGE plpgsql LANGUAGE plpgsql
AS $$ AS $$
BEGIN BEGIN
--------------------------------------------------------------------
-- 1) Seed queue from matrix
--------------------------------------------------------------------
DELETE FROM pricequote.queue;
-- 1:30
INSERT INTO pricequote.queue (bill, ship, part, stlc, v1ds, vol, expl, ui_json) -----------------------------------------------------------------------
-- Step 1: Seed the queue table with distinct pricing scenarios
-----------------------------------------------------------------------
DELETE FROM pricequote.queue;
INSERT INTO pricequote.queue (bill, ship, part, stlc, v1ds, vol, expl)
SELECT DISTINCT SELECT DISTINCT
o.bill_cust, o.bill_cust AS bill,
o.ship_cust, o.ship_cust AS ship,
o.part, o.part,
o.stlc, o.stlc,
o.dataseg, o.dataseg AS v1ds,
o.qtyord, o.qtyord AS vol,
'{}'::jsonb, '{}'::jsonb AS expl
'{}'::jsonb
FROM rlarp.osm_stack o FROM rlarp.osm_stack o
WHERE WHERE
o.fs_line = '41010' o.fs_line = '41010'
AND o.calc_status <> 'CANCELLED' AND o.calc_status <> 'CANCELLED'
AND o.version IN ('Actual', 'Forecast', 'Quotes') AND o.version IN ('Actual', 'Forecast', 'Quotes')
AND o.part IS NOT NULL AND o.part IS NOT NULL
AND SUBSTRING(o.glec, 1, 1) <= '2'; AND substring(o.glec, 1, 1) <= '2';
-- 2:12 0:38 -- 44 seconds
--------------------------------------------------------------------
-- 2) Enrich: chan, tier, cust, pltq, plevel, partgroup (+stlc fix) -----------------------------------------------------------------------
-------------------------------------------------------------------- -- Step 2: Enrich customer, tier, channel, pack quantity, and level
-----------------------------------------------------------------------
MERGE INTO pricequote.queue q MERGE INTO pricequote.queue q
USING ( USING (
SELECT SELECT
q.ctid, q.ctid,
-- Determine sales channel
CASE SUBSTRING(bc.cclass, 2, 3) CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3) WHEN 'DIS' THEN 'WHS' ELSE 'DRP' END WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
WHEN 'DIS' THEN 'WHS'
ELSE 'DRP'
END
ELSE 'DIR' ELSE 'DIR'
END AS chan, END AS chan,
-- Determine pricing tier
CASE SUBSTRING(bc.cclass, 2, 3) CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIR' THEN bc.tier WHEN 'DIR' THEN bc.tier
ELSE COALESCE(sc.tier, bc.tier) ELSE COALESCE(sc.tier, bc.tier)
END AS tier, END AS tier,
-- Resolve customer DBA name
CASE SUBSTRING(bc.cclass, 2, 3) CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3) WHEN 'DIS' THEN bc.dba ELSE sc.dba END WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
WHEN 'DIS' THEN bc.dba
ELSE sc.dba
END
ELSE bc.dba ELSE bc.dba
END AS cust, END AS cust,
-- Pack quantity
i.mpck AS pltq, i.mpck AS pltq,
-- Price level
CASE SUBSTRING(bc.cclass, 2, 3) CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3) WHEN 'DIS' THEN sc.plevel ELSE bc.plevel END WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
WHEN 'DIS' THEN sc.plevel
ELSE bc.plevel
END
ELSE bc.plevel ELSE bc.plevel
END AS plevel, END AS plevel,
i.partgroup AS partgroup, i.partgroup
SUBSTRING(q.part, 1, 8) AS stlc_fix
FROM pricequote.queue q FROM pricequote.queue q
JOIN rlarp.cust bc ON bc.code = q.bill JOIN rlarp.cust bc ON bc.code = q.bill
LEFT JOIN rlarp.cust sc ON sc.code = q.ship LEFT JOIN rlarp.cust sc ON sc.code = q.ship
LEFT JOIN "CMS.CUSLG".itemm i ON i.item = q.part LEFT JOIN "CMS.CUSLG".itemm i ON i.item = q.part
) s ) src
ON (q.ctid = s.ctid) ON (q.ctid = src.ctid)
WHEN MATCHED THEN UPDATE SET WHEN MATCHED THEN
chan = s.chan, UPDATE SET
tier = s.tier, chan = src.chan,
cust = s.cust, tier = src.tier,
pltq = s.pltq, cust = src.cust,
plevel = s.plevel, pltq = src.pltq,
partgroup = s.partgroup, plevel = src.plevel,
stlc = COALESCE(q.stlc, s.stlc_fix); partgroup = src.partgroup;
-- 4:51 0:17 -- 17 seconds
-------------------------------------------------------------------- -----------------------------------------------------------------------
-- 3) Scenario fields from item master: part_v1ds, v0ds, orig costs -- Step 3: Apply target prices and embed target metadata
-- + customized flag -----------------------------------------------------------------------
--------------------------------------------------------------------
UPDATE pricequote.queue q
SET
part_v1ds = i0.v1ds,
v0ds = (CASE SUBSTRING(q.v1ds, 4, 1) WHEN 'B' THEN 'B' ELSE 'C' END)
|| (CASE SUBSTRING(q.v1ds, 6, 1) WHEN 'L' THEN 'L' WHEN 'P' THEN 'P' ELSE '' END),
curstd_orig = i0.curstdus,
futstd_orig = i0.futstdus,
customized = CASE
WHEN i0.v1ds IS NOT NULL AND q.v1ds IS NOT NULL AND i0.v1ds <> q.v1ds
THEN 'Customized'
ELSE ''
END
FROM "CMS.CUSLG".itemm i0
WHERE i0.item = q.part;
-- 3:21 0:20
--------------------------------------------------------------------
-- 4) History: store hist, extract last_* with precedence helper
--------------------------------------------------------------------
UPDATE pricequote.queue q
SET
hist = x.part_stats, -- from the correlated subquery
last_price = (j->>'price')::NUMERIC,
last_qty = (j->>'qty')::NUMERIC,
last_dataseg = j->>'datasegment',
last_date = (j->>'odate')::DATE,
last_order = j->>'ordnum',
last_quote = j->>'quoten',
last_source = j->>'source',
last_isdiff = CASE
WHEN (j->>'datasegment') IS NOT NULL
AND q.v1ds IS NOT NULL
AND (j->>'datasegment') <> q.v1ds
THEN 'Last Sale Diff Part'
END,
last_v0ds = (CASE SUBSTRING(j->>'datasegment', 4, 1)
WHEN 'B' THEN 'B' ELSE 'C' END)
|| (CASE SUBSTRING(j->>'datasegment', 6, 1)
WHEN 'L' THEN 'L'
WHEN 'P' THEN 'P'
ELSE '' END)
FROM (
SELECT
q2.ctid,
lp2.part_stats,
pricequote.pick_last_price_from_hist(lp2.part_stats, q2.v1ds) AS j
FROM pricequote.queue q2
JOIN pricequote.lastpricedetail lp2
ON lp2.customer = q2.cust
AND lp2.partgroup = q2.partgroup
) AS x
WHERE q.ctid = x.ctid;
-- 7:32 1:31
--------------------------------------------------------------------
-- 5) Target (requested v1ds): tprice, tmath, volume_range
--------------------------------------------------------------------
UPDATE pricequote.queue q UPDATE pricequote.queue q
SET SET
tprice = tp.price, tprice = tp.price,
tmath = to_json(tp.math), expl = q.expl || jsonb_build_object(
volume_range = tp.vol::TEXT 'target_price', tp.price,
FROM pricequote.target_prices_base tp 'calculated_pallets', FLOOR(q.vol / NULLIF(q.pltq, 0)),
'exact_pallets', ROUND(q.vol / NULLIF(q.pltq, 0), 5),
'volume range', tp.vol::TEXT,
'customer', q.cust,
'channel', q.chan,
'tier', TRIM(q.tier),
'target math', tp.math
)
FROM pricequote.target_prices tp
WHERE WHERE
tp.stlc = q.stlc tp.stlc = q.stlc
AND tp.ds = q.v1ds AND tp.ds = q.v1ds
AND tp.chan = q.chan AND tp.chan = q.chan
AND tp.tier = q.tier AND tp.tier = q.tier
AND FLOOR(q.vol / NULLIF(q.pltq, 0))::INT <@ tp.vol; AND FLOOR(q.vol / NULLIF(q.pltq, 0))::int <@ tp.vol;
-- 2:51 0:15 -- 20 seconds
-------------------------------------------------------------------- -----------------------------------------------------------------------
-- 6) Target for last_dataseg (tprice_last) -- Step 4: Lookup price history and embed all relevant keys and precedence
-------------------------------------------------------------------- -----------------------------------------------------------------------
-- Use the helper function to extract last price precedence and build JSON explanation as in single_price_call
UPDATE pricequote.queue q UPDATE pricequote.queue q
SET SET
tprice_last = tp2.price last_price = (last_json->>'price')::numeric,
FROM pricequote.target_prices_base tp2 last_qty = (last_json->>'qty')::numeric,
WHERE last_dataseg = last_json->>'datasegment',
q.last_dataseg IS NOT NULL last_date = (last_json->>'odate')::date,
AND tp2.stlc = q.stlc last_order = last_json->>'ordnum',
AND tp2.ds = q.last_dataseg last_quote = last_json->>'quoten',
AND tp2.chan = q.chan last_source = last_json->>'source',
AND tp2.tier = q.tier expl = q.expl || jsonb_build_object(
AND FLOOR(q.last_qty / NULLIF(q.pltq, 0))::INT <@ tp2.vol; 'last_price', (last_json->>'price')::numeric,
-- 1:26 0:08 'last_qty', (last_json->>'qty')::numeric,
'last_dataseg', last_json->>'datasegment',
'last_source', last_json->>'source',
'last_date', (last_json->>'odate')::date,
'last_order', last_json->>'ordnum',
'last_quote', last_json->>'quoten'
)
FROM (
SELECT q.ctid, pricequote.pick_last_price_from_hist(lp.part_stats, q.v1ds) AS last_json
FROM pricequote.queue q
JOIN pricequote.lastpricedetail lp
ON lp.customer = q.cust AND lp.partgroup = q.partgroup
) sub
WHERE q.ctid = sub.ctid;
-- 2 minutes 36 seconds
-------------------------------------------------------------------- -----------------------------------------------------------------------
-- 7) Cost data for requested v1ds and last_dataseg -- Step 5: Resolve best list price and insert it with list code
-------------------------------------------------------------------- -----------------------------------------------------------------------
UPDATE pricequote.queue q
SET
curstd = CASE WHEN COALESCE(q.customized,'') = '' THEN q.curstd_orig ELSE COALESCE(s.v1_cur, s.v0_cur) END,
futstd = CASE WHEN COALESCE(q.customized,'') = '' THEN q.futstd_orig ELSE COALESCE(s.v1_fut, s.v0_fut) END,
curstd_last = CASE WHEN COALESCE(q.last_isdiff,'') = '' THEN q.curstd_orig ELSE COALESCE(s.v1l_cur, s.v0l_cur) END,
futstd_last = CASE WHEN COALESCE(q.last_isdiff,'') = '' THEN q.futstd_orig ELSE COALESCE(s.v1l_fut, s.v0l_fut) END
FROM (
SELECT
q2.ctid,
v1.curstdus AS v1_cur,
v1.futstdus AS v1_fut,
v0.curstdus AS v0_cur,
v0.futstdus AS v0_fut,
v1l.curstdus AS v1l_cur,
v1l.futstdus AS v1l_fut,
v0l.curstdus AS v0l_cur,
v0l.futstdus AS v0l_fut
FROM pricequote.queue q2
LEFT JOIN rlarp.cost_v1ds v1
ON v1.stlc = q2.stlc AND v1.v1ds = q2.v1ds
LEFT JOIN rlarp.cost_v0ds v0
ON v0.stlc = q2.stlc AND v0.v0ds = q2.v0ds
LEFT JOIN rlarp.cost_v1ds v1l
ON v1l.stlc = q2.stlc AND v1l.v1ds = q2.last_dataseg
LEFT JOIN rlarp.cost_v0ds v0l
ON v0l.stlc = q2.stlc AND v0l.v0ds = q2.last_v0ds
) AS s
WHERE q.ctid = s.ctid;
-- 4:15 0:25
--------------------------------------------------------------------
-- 8) List price (lowest valid); allow open-ended ranges (vb_to IS NULL)
--------------------------------------------------------------------
WITH ranked_prices AS ( WITH ranked_prices AS (
SELECT SELECT
q.ctid, q.ctid,
@ -272,260 +254,56 @@ BEGIN
ON pr.jcplcd = TRIM(i.jbplcd) ON pr.jcplcd = TRIM(i.jbplcd)
AND pr.jcpart = q.part AND pr.jcpart = q.part
AND q.vol >= pr.vb_from AND q.vol >= pr.vb_from
AND (q.vol < pr.vb_to OR pr.vb_to IS NULL) AND q.vol < pr.vb_to
), ),
best_price AS ( best_price AS (
SELECT * FROM ranked_prices WHERE rn = 1 SELECT * FROM ranked_prices WHERE rn = 1
) )
UPDATE pricequote.queue q UPDATE pricequote.queue q
SET SET
listprice = p.price, list_price = p.price,
listcode = p.jcplcd list_code = p.jcplcd,
expl = q.expl || jsonb_build_object(
'list_price', p.price,
'list_code', p.jcplcd
)
FROM best_price p FROM best_price p
WHERE q.ctid = p.ctid; WHERE q.ctid = p.ctid;
-- 2:48 0:18 -- 15 seconds
-------------------------------------------------------------------- -----------------------------------------------------------------------
-- 9) Normalize last (when last_dataseg != v1ds) + effective list flags -- Step 6: Compute guidance price using logic function
-------------------------------------------------------------------- -----------------------------------------------------------------------
UPDATE pricequote.queue q UPDATE pricequote.queue q
SET SET
last_premium = CASE guidance_price = g.guidance_price,
WHEN q.last_isdiff IS NOT NULL guidance_reason = g.guidance_reason,
AND q.tprice_last IS NOT NULL expl = q.expl || jsonb_build_object(
AND q.tprice IS NOT NULL 'guidance_price', g.guidance_price,
AND q.tprice_last <> 0 'guidance_reason', g.guidance_reason
THEN ROUND(q.tprice / q.tprice_last, 5) )
WHEN q.last_isdiff IS NOT NULL FROM (
AND q.curstd_last IS NOT NULL SELECT
AND q.curstd IS NOT NULL q.ctid,
AND q.curstd_last <> 0 g.guidance_price,
THEN ROUND(q.curstd / q.curstd_last,5) g.guidance_reason
END, FROM pricequote.queue q
last_premium_method = CASE JOIN LATERAL pricequote.guidance_logic(
WHEN q.last_isdiff IS NOT NULL q.tprice,
AND q.tprice_last IS NOT NULL q.last_price,
AND q.tprice IS NOT NULL q.list_price,
AND q.tprice_last <> 0 q.last_date
THEN 'Target Price Ratio' ) g ON TRUE
WHEN q.last_isdiff IS NOT NULL ) g
AND q.curstd_last IS NOT NULL WHERE q.ctid = g.ctid;
AND q.curstd IS NOT NULL -- 27 seconds
AND q.curstd_last <> 0
THEN 'Cost Ratio'
WHEN q.last_isdiff IS NOT NULL
THEN 'Unknown'
END,
last_price_norm = CASE
WHEN q.last_isdiff IS NOT NULL
AND q.tprice_last IS NOT NULL
AND q.tprice IS NOT NULL
AND q.tprice_last <> 0
THEN ROUND(q.last_price * (q.tprice / q.tprice_last), 5)
WHEN q.last_isdiff IS NOT NULL
AND q.curstd_last IS NOT NULL
AND q.curstd IS NOT NULL
AND q.curstd_last <> 0
THEN ROUND(q.last_price * (q.curstd / q.curstd_last), 5)
ELSE q.last_price
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
--------------------------------------------------------------------
-- 10) Guidance using normalized last + effective list
--------------------------------------------------------------------
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
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
) s
WHERE q.ctid = s.ctid;
-- 4:33 0:39
-------------------------------------------------------------------- -----------------------------------------------------------------------
-- 11) Build expl and ui_json identical to single_price_call -- Step 7: merge the results back into sales matrix
-------------------------------------------------------------------- -----------------------------------------------------------------------
UPDATE pricequote.queue q
SET
expl = jsonb_build_object(
'last', jsonb_build_object(
'last_part', (pricequote.pick_last_price_from_hist(q.hist, q.v1ds)->>'part'),
'last_price', q.last_price,
'last_qty', q.last_qty,
'last_dataseg', q.last_dataseg,
'last_v0ds', q.last_v0ds,
'last_source', q.last_source,
'last_date', q.last_date,
'last_order', q.last_order,
'last_quote', q.last_quote,
'last_isdiff', q.last_isdiff,
'last_premium', q.last_premium,
'last_premium_method', q.last_premium_method,
'last_price_norm', q.last_price_norm,
'tprice_last', q.tprice_last
),
'scenario', jsonb_build_object(
'calculated_pallets', FLOOR(q.vol / NULLIF(q.pltq, 0)),
'exact_pallets', ROUND(q.vol / NULLIF(q.pltq, 0), 5),
'customer', q.cust,
'channel', q.chan,
'tier', TRIM(q.tier),
'v1ds', q.v1ds,
'v0ds', q.v0ds,
'part_v1ds', q.part_v1ds,
'customized', q.customized
),
'cost', jsonb_build_object(
'curstd_orig', q.curstd_orig,
'futstd_orig', q.futstd_orig,
'curstd_last', q.curstd_last,
'futstd_last', q.futstd_last,
'curstd', q.curstd,
'futstd', q.futstd
),
'targets', jsonb_build_object(
'target_price', q.tprice,
'target_math', q.tmath,
'volume_range', q.volume_range
),
'list', jsonb_build_object(
'listcode', q.listcode,
'listprice', q.listprice,
'listprice_eff', q.listprice_eff,
'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
),
ui_json = jsonb_build_object(
'details', jsonb_build_array(
jsonb_build_object(
'label', 'History',
'details', jsonb_build_array(
jsonb_build_object(
'label', CASE WHEN q.last_price IS NOT NULL THEN 'Last Sale: ' || q.last_date ELSE 'No Recent' END,
'value', COALESCE(q.last_price, 0),
'type', 'currency',
'note', CASE WHEN q.last_price IS NOT NULL THEN
CASE q.last_source
WHEN 'mrq' THEN 'Recent similar ' || (pricequote.pick_last_price_from_hist(q.hist, q.v1ds)->>'part') || ' qty: ' || q.last_qty
WHEN 'mrs' THEN 'Recent similar ' || (pricequote.pick_last_price_from_hist(q.hist, q.v1ds)->>'part') || ' qty: ' || q.last_qty
WHEN 'dsq' THEN 'Last quote qty: ' || q.last_qty
WHEN 'dss' THEN 'Last sale qty: ' || q.last_qty
ELSE ''
END
|| CASE WHEN COALESCE(q.last_order, '0') = '0'
THEN ' Qt# ' || COALESCE(q.last_quote, '')
ELSE ' Ord# ' || COALESCE(q.last_order, '')
END
END
)
)
|| CASE WHEN COALESCE(q.last_premium, 1) <> 1 THEN
jsonb_build_array(
jsonb_build_object(
'label', 'Price Difference',
'value', q.last_premium,
'type', 'percent',
'note', q.last_premium_method
)
)
ELSE '[]'::jsonb END
|| CASE WHEN COALESCE(q.last_premium, 1) <> 1 THEN
jsonb_build_array(
jsonb_build_object(
'label', 'Adjusted Price',
'value', q.last_price_norm,
'type', 'currency',
'note', 'normalized to ' || q.v1ds
)
)
ELSE '[]'::jsonb END
),
jsonb_build_object(
'label', 'List',
'details', jsonb_build_array(
jsonb_build_object(
'label', 'List:' || COALESCE(q.listcode, ''),
'value', q.listprice,
'type', 'currency',
'note', q.list_relevance
)
)
),
jsonb_build_object(
'label', 'Target Calculation',
'details',
(
SELECT jsonb_agg(
jsonb_build_object(
'label', CASE WHEN v <> '' THEN RTRIM(SUBSTRING(v, 1, 18)) ELSE 'No Target' END,
'value', CASE WHEN v <> '' THEN SUBSTRING(v, 23, 7)::NUMERIC(20,5)
+ CASE SUBSTRING(v, 19, 1) WHEN '+' THEN 0 ELSE -1 END
ELSE 0 END,
'type', CASE WHEN v <> '' THEN CASE SUBSTRING(v, 19, 1) WHEN '+' THEN 'currency' ELSE 'Percent' END ELSE '' END,
'note', CASE WHEN v <> '' THEN CASE SUBSTRING(v, 19, 1) WHEN '+' THEN 'Price' ELSE 'Premium' END ELSE '' END
)
)
FROM jsonb_array_elements_text(COALESCE(q.tmath, '[""]'::jsonb)) AS t(v)
)
|| CASE WHEN q.tprice IS NULL THEN '[]'::jsonb
ELSE jsonb_build_object('label', 'Price', 'value', COALESCE(q.tprice, 0), 'type', 'currency', 'note', 'Total') END
),
jsonb_build_object(
'label', 'Guidance',
'details', jsonb_build_array(
jsonb_build_object(
'label', 'Price',
'value', COALESCE(q.guidance_price, 0),
'type', 'currency',
'note', COALESCE(q.guidance_reason, '')
)
)
)
),
'data', q.expl
);
-- 7:59 2:17
--------------------------------------------------------------------
-- 12) Merge back into matrix (store both expl and ui)
--------------------------------------------------------------------
UPDATE rlarp.osm_stack o UPDATE rlarp.osm_stack o
SET pricing = pricing SET pricing = pricing || q.expl
|| jsonb_build_object(
'expl', q.expl,
'ui', q.ui_json
)
FROM pricequote.queue q FROM pricequote.queue q
WHERE WHERE
o.bill_cust = q.bill o.bill_cust = q.bill
@ -538,9 +316,12 @@ BEGIN
AND o.calc_status <> 'CANCELLED' AND o.calc_status <> 'CANCELLED'
AND o.version IN ('Actual', 'Forecast', 'Quotes') AND o.version IN ('Actual', 'Forecast', 'Quotes')
AND o.part IS NOT NULL AND o.part IS NOT NULL
AND SUBSTRING(o.glec, 1, 1) <= '2'; AND substring(o.glec, 1, 1) <= '2';
-- 14:13 10:09 -- 6 minutes 31 seconds
-----------------------------------------------------------------------
-- Done
-----------------------------------------------------------------------
RAISE NOTICE 'Queue processing complete.'; RAISE NOTICE 'Queue processing complete.';
END; END;
$$; $$;

188
procs/single_price_call.ms.sql
View File

@ -113,7 +113,6 @@ BEGIN
last_order NVARCHAR(10), last_order NVARCHAR(10),
last_quote NVARCHAR(10), last_quote NVARCHAR(10),
last_isdiff NVARCHAR(100), last_isdiff NVARCHAR(100),
last_part NVARCHAR(100),
------------step 3 lookup target--------------- ------------step 3 lookup target---------------
tprice NUMERIC(20,5), tprice NUMERIC(20,5),
tprice_last NUMERIC(20,5), tprice_last NUMERIC(20,5),
@ -132,12 +131,9 @@ BEGIN
listprice NUMERIC(20,5), listprice NUMERIC(20,5),
listprice_eff NUMERIC(20,5), listprice_eff NUMERIC(20,5),
list_relevance NVARCHAR(100), list_relevance NVARCHAR(100),
list_from BIGINT,
------------step 6 compute guidance------------ ------------step 6 compute guidance------------
guidance_price NUMERIC(20,5), guidance_price NUMERIC(20,5),
guidance_reason NVARCHAR(MAX), guidance_reason NVARCHAR(MAX),
approval_price NUMERIC(20,5),
approval_reason NVARCHAR(MAX),
------------step 7 build json------------------ ------------step 7 build json------------------
expl NVARCHAR(MAX), expl NVARCHAR(MAX),
ui_json NVARCHAR(MAX) ui_json NVARCHAR(MAX)
@ -175,7 +171,7 @@ BEGIN
WHEN 'DIS' THEN bc.dba WHEN 'DIS' THEN bc.dba
ELSE sc.dba ELSE sc.dba
END END
ELSE bc.dba ELSE q.bill
END, END,
pltq = i.mpck, pltq = i.mpck,
plevel = plevel =
@ -229,11 +225,10 @@ BEGIN
last_order = b.ord, last_order = b.ord,
last_quote = b.quote, last_quote = b.quote,
last_isdiff = CASE WHEN b.dataseg IS NOT NULL AND q.v1ds IS NOT NULL AND b.dataseg <> q.v1ds last_isdiff = CASE WHEN b.dataseg IS NOT NULL AND q.v1ds IS NOT NULL AND b.dataseg <> q.v1ds
THEN 'Last Sale Diff Part' ELSE '' END, THEN 'Last Sale Diff Part' ELSE '' END
last_part = b.part
FROM @queue q FROM @queue q
CROSS APPLY ( CROSS APPLY (
SELECT TOP 1 price, source, odate, qty, dataseg, ord, quote, part SELECT TOP 1 price, source, odate, qty, dataseg, ord, quote
FROM pricing.pick_last_price_from_hist_json(q.hist, q.v1ds) FROM pricing.pick_last_price_from_hist_json(q.hist, q.v1ds)
) b; ) b;
@ -262,9 +257,9 @@ BEGIN
AND q.last_dataseg = tpl.ds AND q.last_dataseg = tpl.ds
AND q.chan = tpl.chan AND q.chan = tpl.chan
AND q.tier = tpl.tier AND q.tier = tpl.tier
AND (q.last_qty/q.pltq) >= tpl.lower_bound AND q.calculated_pallets >= tpl.lower_bound
AND ( AND (
tpl.upper_bound IS NULL OR (q.last_qty/q.pltq) < tpl.upper_bound tpl.upper_bound IS NULL OR q.calculated_pallets < tpl.upper_bound
); );
-------------------------------------------------------------------------------- --------------------------------------------------------------------------------
@ -341,9 +336,7 @@ BEGIN
ROW_NUMBER() OVER ( ROW_NUMBER() OVER (
PARTITION BY q.bill, q.ship, q.part, q.stlc, q.v1ds, q.vol PARTITION BY q.bill, q.ship, q.part, q.stlc, q.v1ds, q.vol
ORDER BY p.price ASC ORDER BY p.price ASC
) AS rn, ) AS rn
p.vb_from,
p.vb_to
FROM @queue q FROM @queue q
INNER JOIN CMSInterfaceIn."CMS.CUSLG".IPRCBHC i INNER JOIN CMSInterfaceIn."CMS.CUSLG".IPRCBHC i
ON TRIM(i.jbplvl) = TRIM(q.plevel) ON TRIM(i.jbplvl) = TRIM(q.plevel)
@ -358,9 +351,8 @@ BEGIN
SET SET
listcode = rp.jcplcd listcode = rp.jcplcd
,listprice = rp.price ,listprice = rp.price
,listprice_eff = CASE WHEN q.customized <> '' THEN NULL ELSE rp.price END ,listprice_eff = CASE WHEN q.customized <> '' THEN NULL ELSE q.listprice END
,list_relevance = CASE WHEN q.customized <> '' THEN 'Ignore - Customized' ELSE '' END ,list_relevance = CASE WHEN q.customized <> '' THEN 'Ignore - Customized' ELSE '' END
,list_from = vb_from
FROM @queue q FROM @queue q
JOIN ranked_prices rp JOIN ranked_prices rp
ON q.bill = rp.bill ON q.bill = rp.bill
@ -379,33 +371,13 @@ BEGIN
SET SET
guidance_price = g.guidance_price guidance_price = g.guidance_price
,guidance_reason = g.guidance_reason ,guidance_reason = g.guidance_reason
,approval_price = a.approval_price
,approval_reason = a.approval_reason
FROM @queue q FROM @queue q
CROSS APPLY pricing.guidance_logic( CROSS APPLY pricing.guidance_logic(
TRY_CAST(q.tprice AS NUMERIC(20,5)), TRY_CAST(q.tprice AS NUMERIC(20,5)),
TRY_CAST(q.last_price_norm 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.listprice_eff AS NUMERIC(20,5)),
TRY_CAST(q.last_date AS DATE), TRY_CAST(q.last_date AS DATE)
--allowable price drop percent ) g;
1.0,
--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;
-------------------------------------------------------------------------------- --------------------------------------------------------------------------------
-- Step 8: Assemble structured 'expl' JSON from populated columns. -- Step 8: Assemble structured 'expl' JSON from populated columns.
@ -420,7 +392,6 @@ BEGIN
,q.last_source AS last_source ,q.last_source AS last_source
,FORMAT(q.last_date, 'yyyy-MM-dd') AS last_date ,FORMAT(q.last_date, 'yyyy-MM-dd') AS last_date
,q.last_isdiff AS last_isdiff ,q.last_isdiff AS last_isdiff
,q.last_part AS last_part
,q.tprice_last AS tprice_last ,q.tprice_last AS tprice_last
,q.tprice AS target_price ,q.tprice AS target_price
,JSON_QUERY(q.tmath) AS target_math ,JSON_QUERY(q.tmath) AS target_math
@ -452,8 +423,6 @@ BEGIN
,q.list_relevance AS list_relevance ,q.list_relevance AS list_relevance
,q.guidance_price AS guidance_price ,q.guidance_price AS guidance_price
,q.guidance_reason AS guidance_reason ,q.guidance_reason AS guidance_reason
,q.approval_price AS approval_price
,q.approval_reason AS approval_reason
-- JSON_QUERY(hist) AS [history] -- JSON_QUERY(hist) AS [history]
FOR JSON PATH, WITHOUT_ARRAY_WRAPPER FOR JSON PATH, WITHOUT_ARRAY_WRAPPER
) )
@ -468,128 +437,55 @@ BEGIN
( (
SELECT SELECT
panel.label, panel.label,
panel.detailLevel,
JSON_QUERY(panel.details) AS details JSON_QUERY(panel.details) AS details
FROM ( FROM (
-- History Panel -- History Panel
SELECT SELECT
'History' AS label, 'History' AS label,
1 as detailLevel, (
( SELECT
SELECT 'Last Price' AS label,
----------------------label------------------------------------------------ q.last_price AS value,
CASE 'currency' AS type,
WHEN q.last_price IS NOT NULL CONCAT(
THEN 'Source: ', ISNULL(q.last_source, 'N/A'),
CASE ISNULL(q.last_source, '') ' | Date: ', ISNULL(CONVERT(varchar(10), q.last_date, 120), 'N/A'),
WHEN 'mrq' THEN 'Similar Quote' ' | Order: ', ISNULL(q.last_order, 'N/A'),
WHEN 'mrs' THEN 'Similar Sale' ' | Quote: ', ISNULL(q.last_quote, 'N/A'),
WHEN 'dsq' THEN 'Last Quote' ' | Dataseg: ', ISNULL(q.last_dataseg, 'N/A'),
WHEN 'dss' THEN 'Last Sale' ' | Qty: ', ISNULL(CAST(q.last_qty AS varchar(32)), 'N/A')
ELSE '' ) AS note
END FOR JSON PATH, WITHOUT_ARRAY_WRAPPER
ELSE 'No Recent' ) AS details
END AS label,
----------------------detail-----------------------------------------------
1 AS detailLevel,
----------------------value------------------------------------------------
ISNULL(q.last_price, 0) AS value,
----------------------type-------------------------------------------------
'currency' AS type,
----------------------note-------------------------------------------------
CASE
WHEN q.last_price IS NOT NULL THEN
CONCAT(
CASE ISNULL(q.last_source, '')
WHEN 'mrq' THEN 'Similar - ' + last_part
WHEN 'mrs' THEN 'Similar - ' + last_part
WHEN 'dsq' THEN last_part
WHEN 'dss' THEN last_part
ELSE ''
END,
CASE WHEN ISNULL(q.last_order, '0') = '0'
THEN ' | Qt# ' + ISNULL(q.last_quote, '')
ELSE ' | Ord# ' + ISNULL(q.last_order, '')
END,
ISNULL(' | ' + CONVERT(varchar(10), q.last_date, 120), ''),
' | Qty ' + format(q.last_qty,'#,###'),
CASE WHEN COALESCE(last_isdiff,'') <> ''
THEN
' | Normalized To: ' + cast(last_price_norm AS varchar(10))
+ ' | ' /*+ q.last_premium_method*/ + ' Last Target = ' + format(q.tprice_last,'0.0####') + ' | Current Target = ' + format(q.tprice,'0.0####')
ELSE ''
END
)
ELSE
''
END
AS note
FOR JSON PATH -- array with one object (no WITHOUT_ARRAY_WRAPPER)
) AS details
UNION ALL UNION ALL
-- List Panel -- List Panel
SELECT SELECT
'List' AS label, 'List' AS label,
1 AS detailLevel,
( (
SELECT SELECT
COALESCE('Code: ' + q.listcode,'No List') AS label, 'List:' + q.listcode AS label,
1 AS detailLevel, q.listprice AS value,
COALESCE(q.listprice,0) AS value,
'currency' AS type, 'currency' AS type,
COALESCE('List Min Qty: ' + format(q.list_from,'#,###'),'') + CASE WHEN q.list_relevance = '' THEN '' ELSE ' (' + q.list_relevance + ')' END AS note q.list_relevance AS note
FOR JSON PATH FOR JSON PATH
) AS details )
UNION ALL UNION ALL
-- Target Support Panel -- Target Support Panel
SELECT SELECT
'Target Calculation' AS label, 'Target Support' AS label,
5 AS detailLevel,
( (
SELECT * FROM ( SELECT
SELECT RTRIM(SUBSTRING(value,1,18)) AS label,
----------------------label------------------------------------------------ TRY_CAST(SUBSTRING(value,23,7) AS NUMERIC(20,5))
CASE WHEN value <> '' THEN replace(RTRIM(SUBSTRING(value,1,18)),'Anchor:', '') ELSE 'No Target' END AS label, + CASE SUBSTRING(value,19,1) WHEN '+' THEN 0 ELSE -1 END AS value,
----------------------detailLevel------------------------------------------ CASE SUBSTRING(value,19,1) WHEN '+' THEN 'currency' ELSE 'Percent' END AS type,
10 AS detailLevel, CASE SUBSTRING(value,19,1) WHEN '+' THEN 'Price' ELSE 'Premium' END AS note
----------------------value------------------------------------------------ FROM OPENJSON(q.expl, '$.target_math')
CASE WHEN value <> '' THEN WITH (value NVARCHAR(MAX) '$')
TRY_CAST(SUBSTRING(value,23,7) AS NUMERIC(20,5))
+ CASE SUBSTRING(value,19,1) WHEN '+' THEN 0 ELSE -1 END
ELSE 0 END AS value,
----------------------type-------------------------------------------------
CASE WHEN value <> '' THEN
CASE SUBSTRING(value,19,1) WHEN '+' THEN 'currency' ELSE 'Percent' END
ELSE '' END AS type,
----------------------note-------------------------------------------------
CASE WHEN value <> '' THEN
CASE WHEN CHARINDEX('Anchor',value) <> 0 THEN
'Base Floor'
ELSE
CASE SUBSTRING(value,19,1) WHEN '+' THEN 'Price' ELSE 'Premium' END
END
ELSE '' END AS note
FROM @queue q
OUTER APPLY OPENJSON(q.expl, '$.target_math')
WITH (value NVARCHAR(MAX) '$')
UNION ALL
SELECT
----------------------label------------------------------------------------
'Target' AS label,
----------------------detailLevel------------------------------------------
5 AS detailLevel,
----------------------value------------------------------------------------
tprice AS value,
----------------------type-------------------------------------------------
'currency' AS type,
----------------------note-------------------------------------------------
'Total' AS note
FROM @queue q
) x
FOR JSON PATH FOR JSON PATH
) AS details ) AS details
@ -598,12 +494,10 @@ BEGIN
-- Guidance Panel -- Guidance Panel
SELECT SELECT
'Guidance' AS label, 'Guidance' AS label,
1 AS detailLevel,
( (
SELECT SELECT
'Price' AS label, 'Price' AS label,
1 AS detailLevel, q.guidance_price AS value,
COALESCE(q.guidance_price,0) AS value,
'currency' AS type, 'currency' AS type,
q.guidance_reason AS note q.guidance_reason AS note
FOR JSON PATH FOR JSON PATH
@ -619,5 +513,5 @@ BEGIN
-------------------------------------------------------------------------------- --------------------------------------------------------------------------------
-- Final: Return all calculated fields and JSON payloads. -- Final: Return all calculated fields and JSON payloads.
-------------------------------------------------------------------------------- --------------------------------------------------------------------------------
SELECT guidance_price, ui_json FROM @queue; SELECT guidance_price, ui_json FROM @queue;
END; END;

169
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);
CREATE OR REPLACE FUNCTION pricequote.single_price_call( CREATE OR REPLACE FUNCTION pricequote.single_price_call(
_bill TEXT, _bill TEXT,
@ -79,7 +79,6 @@ RETURNS TABLE (
last_order TEXT, last_order TEXT,
last_quote TEXT, last_quote TEXT,
last_source TEXT, last_source TEXT,
hist JSONB,
tprice NUMERIC, tprice NUMERIC,
tmath JSONB, tmath JSONB,
volume_range TEXT, volume_range TEXT,
@ -89,8 +88,6 @@ RETURNS TABLE (
list_relevance TEXT, list_relevance TEXT,
guidance_price NUMERIC, guidance_price NUMERIC,
guidance_reason TEXT, guidance_reason TEXT,
approval_price NUMERIC,
approval_reason TEXT,
expl JSONB, expl JSONB,
ui_json JSONB ui_json JSONB
) AS $$ ) AS $$
@ -130,10 +127,10 @@ DECLARE
_last_isdiff TEXT; _last_isdiff TEXT;
_last_part TEXT; _last_part TEXT;
------------step 3 lookup target--------------- ------------step 3 lookup target---------------
_tprice NUMERIC(20,5); _tprice NUMERIC;
_tmath JSONB; _tmath JSONB;
_volume_range TEXT; _volume_range TEXT;
_tprice_last NUMERIC(20,5); _tprice_last NUMERIC;
------------step 4 normalize last price-------- ------------step 4 normalize last price--------
_curstd NUMERIC; _curstd NUMERIC;
_futstd NUMERIC; _futstd NUMERIC;
@ -150,8 +147,6 @@ DECLARE
------------step 6 compute guidance------------ ------------step 6 compute guidance------------
_guidance_price NUMERIC; _guidance_price NUMERIC;
_guidance_reason TEXT; _guidance_reason TEXT;
_approval_price NUMERIC;
_approval_reason TEXT;
------------step 7 build json------------------ ------------step 7 build json------------------
_expl JSONB := '{}'::jsonb; _expl JSONB := '{}'::jsonb;
_ui_json JSONB := '{}'::jsonb; _ui_json JSONB := '{}'::jsonb;
@ -269,7 +264,7 @@ BEGIN
,_tmath ,_tmath
,_volume_range ,_volume_range
FROM FROM
pricequote.target_prices_base tp pricequote.target_prices tp
WHERE WHERE
tp.stlc = _stlc tp.stlc = _stlc
AND tp.ds = _v1ds AND tp.ds = _v1ds
@ -287,36 +282,38 @@ BEGIN
INTO INTO
_tprice_last _tprice_last
FROM FROM
pricequote.target_prices_base tp pricequote.target_prices tp
WHERE WHERE
tp.stlc = _stlc tp.stlc = _stlc
AND tp.ds = _last_dataseg AND tp.ds = _last_dataseg
AND tp.chan = _chan AND tp.chan = _chan
AND tp.tier = _tier AND tp.tier = _tier
AND FLOOR(_last_qty / NULLIF(_pltq, 0))::int <@ tp.vol; AND FLOOR(_vol / NULLIF(_pltq, 0))::int <@ tp.vol;
------------------------------------------------------------------ ------------------------------------------------------------------
-- Step 4: Cost data for normalization -- Step 4: Cost data for normalization
------------------------------------------------------------------ ------------------------------------------------------------------
-- Current/future standard for requested v1ds
SELECT
curstdus, futstdus
INTO
_curstd, _futstd
FROM
"CMS.CUSLG".itemm i
WHERE
i.item = _part
AND i.v1ds = _v1ds;
SELECT -- Current/future standard for last_dataseg
ROUND(CASE WHEN COALESCE(_customized,'') = '' THEN _curstd_orig ELSE COALESCE(v1.curstdus, v0.curstdus) END,5) AS curstd, SELECT
ROUND(CASE WHEN COALESCE(_customized,'') = '' THEN _futstd_orig ELSE COALESCE(v1.futstdus, v0.futstdus) END,5) AS futstd, curstdus, futstdus
ROUND(CASE WHEN COALESCE(_last_isdiff,'') = '' THEN _curstd_orig ELSE COALESCE(v1l.curstdus, v0l.curstdus) END,5) AS curstd_last, INTO
ROUND(CASE WHEN COALESCE(_last_isdiff,'') = '' THEN _futstd_orig ELSE COALESCE(v1l.futstdus, v0l.futstdus) END,5) AS futstd_last _curstd_last, _futstd_last
INTO FROM
_curstd, _futstd, _curstd_last, _futstd_last "CMS.CUSLG".itemm i
FROM (VALUES (1)) AS x(dummy) WHERE
LEFT JOIN rlarp.cost_v1ds v1 i.item = _part
ON v1.stlc = _stlc AND v1.v1ds = _v1ds AND i.v1ds = _last_dataseg;
LEFT JOIN rlarp.cost_v0ds v0
ON v0.stlc = _stlc AND v0.v0ds = _v0ds
LEFT JOIN rlarp.cost_v1ds v1l
ON v1l.stlc = _stlc AND v1l.v1ds = _last_dataseg
LEFT JOIN rlarp.cost_v0ds v0l
ON v0l.stlc = _stlc AND v0l.v0ds = _last_v0ds
LIMIT 1;
------------------------------------------------------------------ ------------------------------------------------------------------
-- Step 5: Normalize last price if needed -- Step 5: Normalize last price if needed
@ -327,7 +324,7 @@ BEGIN
_last_price_norm := ROUND(_last_price * (_tprice / _tprice_last), 5); _last_price_norm := ROUND(_last_price * (_tprice / _tprice_last), 5);
_last_premium_method := 'Target Price Ratio'; _last_premium_method := 'Target Price Ratio';
ELSIF _curstd_last IS NOT NULL AND _curstd IS NOT NULL AND _curstd_last <> 0 THEN ELSIF _curstd_last IS NOT NULL AND _curstd IS NOT NULL AND _curstd_last <> 0 THEN
_last_premium := ROUND(_curstd / _curstd_last, 5); _last_premium := _curstd / _curstd_last;
_last_price_norm := ROUND(_last_price * (_curstd / _curstd_last), 5); _last_price_norm := ROUND(_last_price * (_curstd / _curstd_last), 5);
_last_premium_method := 'Cost Ratio'; _last_premium_method := 'Cost Ratio';
ELSE ELSE
@ -376,16 +373,10 @@ BEGIN
SELECT SELECT
gl.guidance_price gl.guidance_price
,gl.guidance_reason ,gl.guidance_reason
,al.approval_price
,al.approval_reason
INTO INTO
_guidance_price _guidance_price
,_guidance_reason ,_guidance_reason
,_approval_price FROM pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date) gl;
,_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;
------------------------------------------------------------------ ------------------------------------------------------------------
-- Step 8: Build explanation JSON -- Step 8: Build explanation JSON
@ -433,8 +424,7 @@ BEGIN
'targets', 'targets',
jsonb_build_object( jsonb_build_object(
'target_price', _tprice, 'target_price', _tprice,
'target_math', _tmath, 'target_math', _tmath
'volume_range', _volume_range
), ),
'list', 'list',
jsonb_build_object( jsonb_build_object(
@ -444,9 +434,7 @@ BEGIN
'list_relevance', _list_relevance 'list_relevance', _list_relevance
), ),
'guidance_price', _guidance_price, 'guidance_price', _guidance_price,
'guidance_reason', _guidance_reason, 'guidance_reason', _guidance_reason
'approval_price', _approval_price,
'approval_reason', _approval_reason
); );
------------------------------------------------------------------ ------------------------------------------------------------------
@ -454,126 +442,42 @@ BEGIN
------------------------------------------------------------------ ------------------------------------------------------------------
_ui_json := jsonb_build_object( _ui_json := jsonb_build_object(
'details', jsonb_build_array( 'details', jsonb_build_array(
------------------------------------------
-- history
------------------------------------------
jsonb_build_object( jsonb_build_object(
'label', 'History', 'label', 'History',
10, 'detailLevel',
'details', jsonb_build_array( 'details', jsonb_build_array(
jsonb_build_object( jsonb_build_object(
'label', CASE WHEN _last_price IS NOT NULL THEN 'Last Sale: ' || _last_date ELSE 'No Recent' END, 'label', CASE WHEN _last_price IS NOT NULL THEN 'Last Sale: ' || _last_date ELSE 'No Recent' END,
'detailLevel', 10,
'value', COALESCE(_last_price,0), 'value', COALESCE(_last_price,0),
'type', 'currency', 'type', 'currency',
'note', CASE WHEN _last_price IS NOT NULL THEN 'note', CASE WHEN _last_price IS NOT NULL THEN _last_source ||
CASE _last_source
WHEN 'mrq' THEN 'Recent similar ' || _last_part || ' ' || 'qty: ' || _last_qty
WHEN 'mrs' THEN 'Recent similar ' || _last_part || ' ' || 'qty: ' || _last_qty
WHEN 'dsq' THEN 'Last quote ' || 'qty: ' || _last_qty
WHEN 'dss' THEN 'Last sale ' || 'qty: ' || _last_qty
ELSE ''
END ||
CASE WHEN COALESCE(_last_order, '0') = '0' THEN ' Qt# ' || COALESCE(_last_quote, '') ELSE ' Ord# ' || COALESCE(_last_order, '') END CASE WHEN COALESCE(_last_order, '0') = '0' THEN ' Qt# ' || COALESCE(_last_quote, '') ELSE ' Ord# ' || COALESCE(_last_order, '') END
ELSE NULL END ELSE NULL END
) )
) )
||CASE WHEN COALESCE(_last_premium,1) <> 1 THEN
COALESCE(jsonb_build_array(jsonb_build_object(
'label','Price Difference',
'detailLevel',10,
'value', _last_premium,
'type','percent',
'note', _last_premium_method
)),'[]'::jsonb)
ELSE
'[]'::jsonb
END
||CASE WHEN COALESCE(_last_premium,1) <> 1 THEN
COALESCE(jsonb_build_array(jsonb_build_object(
'label','Adjusted Price',
'detailLevel',10,
'value', _last_price_norm,
'type','currency',
'note','normalized to ' || _v1ds
)),'[]'::jsonb)
ELSE
'[]'::jsonb
END
), ),
------------------------------------------
-- price list
------------------------------------------
jsonb_build_object( jsonb_build_object(
'label', 'List', 'label', 'List',
'detailLevel',10,
'details', jsonb_build_array( 'details', jsonb_build_array(
jsonb_build_object( jsonb_build_object(
'label', 'List:' || COALESCE(_list_code, ''), 'label', 'List:' || COALESCE(_list_code, ''),
'detailLevel',10,
'value', _list_price, 'value', _list_price,
'type', 'currency', 'type', 'currency',
'note', _list_relevance 'note', _list_relevance
) )
) )
), ),
------------------------------------------
-- history
------------------------------------------
jsonb_build_object( jsonb_build_object(
'label', 'Target Calculation', 'label', 'Target Support',
'detailLevel',10, 'details', _tmath
'details',
-- jsonb_build_array(
(
SELECT
jsonb_agg(
jsonb_build_object(
----------------------label------------------------------------------------
'label',CASE WHEN value <> '' THEN RTRIM(SUBSTRING(value,1,18)) ELSE 'No Target' END,
----------------------detailLevel------------------------------------------
'detailLevel',10,
----------------------value------------------------------------------------
'value',CASE WHEN value <> '' THEN
SUBSTRING(value,23,7)::NUMERIC(20,5) +
CASE SUBSTRING(value,19,1) WHEN '+' THEN 0 ELSE -1 END
ELSE
0
END,
----------------------type-------------------------------------------------
'type', CASE WHEN value <> '' THEN
CASE SUBSTRING(value,19,1)
WHEN '+' THEN 'currency'
ELSE 'Percent'
END
ELSE '' END,
----------------------note-------------------------------------------------
'note',CASE WHEN value <> '' THEN
CASE SUBSTRING(value,19,1)
WHEN '+' THEN 'Price'
ELSE 'Premium'
END
ELSE '' END
)
)
FROM jsonb_array_elements_text(COALESCE(_tmath,'[""]'::jsonb)) ae
)
||CASE WHEN _tprice IS NULL THEN '[]'::jsonb ELSE jsonb_build_object('label','Price','value',COALESCE(_tprice,0),'type','currency','note','Total') END
-- )
), ),
------------------------------------------
-- history
------------------------------------------
jsonb_build_object( jsonb_build_object(
'label', 'Guidance', 'label', 'Guidance',
'detailLevel',10,
'details', jsonb_build_array( 'details', jsonb_build_array(
jsonb_build_object( jsonb_build_object(
'label', 'Price', 'label', 'Price',
'detailLevel',10, 'value', _guidance_price,
'value', COALESCE(_guidance_price,0),
'type', 'currency', 'type', 'currency',
'note', COALESCE(_guidance_reason,'') 'note', _guidance_reason
) )
) )
) )
@ -590,11 +494,10 @@ BEGIN
_chan, _cust, _tier, _pltq, _plevel, _partgroup, _part_v1ds, _v0ds, _chan, _cust, _tier, _pltq, _plevel, _partgroup, _part_v1ds, _v0ds,
_curstd_orig, _futstd_orig, _curstd, _futstd, _curstd_last, _futstd_last, _curstd_orig, _futstd_orig, _curstd, _futstd, _curstd_last, _futstd_last,
_customized, _last_premium, _last_premium_method, _last_price_norm, _last_isdiff, _last_v0ds, _tprice_last, _customized, _last_premium, _last_premium_method, _last_price_norm, _last_isdiff, _last_v0ds, _tprice_last,
_last_price, _last_qty, _last_dataseg, _last_date, _last_order, _last_quote, _last_source, _hist, _last_price, _last_qty, _last_dataseg, _last_date, _last_order, _last_quote, _last_source,
_tprice, _tmath, _volume_range, _tprice, _tmath, _volume_range,
_list_price, _list_code, _listprice_eff, _list_relevance, _list_price, _list_code, _listprice_eff, _list_relevance,
_guidance_price, _guidance_reason, _guidance_price, _guidance_reason,
_approval_price, _approval_reason,
_expl, _ui_json; _expl, _ui_json;
END; END;
$$ LANGUAGE plpgsql; $$ LANGUAGE plpgsql;

10
quote_review/quote_review.pg.sql
View File

@ -1,7 +1,7 @@
-- set work_mem TO '4GB'; -- set work_mem TO '4GB';
-- --
DROP VIEW IF EXISTS rlarp.quote_review; DROP VIEW IF EXISTS rlarp.quote_review;
CREATE OR REPLACE VIEW rlarp.quote_review AS CREATE VIEW rlarp.quote_review AS
WITH WITH
---------------------get quote lines from SQL Server--------------------- ---------------------get quote lines from SQL Server---------------------
lq AS MATERIALIZED ( lq AS MATERIALIZED (
@ -105,10 +105,7 @@ lq AS MATERIALIZED (
-- ,jsonb_pretty(pricing) pricing -- ,jsonb_pretty(pricing) pricing
,p.guidance_price ,p.guidance_price
,p.guidance_reason ,p.guidance_reason
,p.approval_price ,jsonb_pretty(p.expl) expl
,p.approval_reason
,p.tprice guidance_target
,jsonb_pretty(p.ui_json->'data') expl
FROM FROM
lq lq
LEFT OUTER JOIN "CMS.CUSLG".itemm i ON LEFT OUTER JOIN "CMS.CUSLG".itemm i ON
@ -134,6 +131,7 @@ lq AS MATERIALIZED (
lq.billto lq.billto
,lq.shipto ,lq.shipto
,lq.part ,lq.part
,substring(lq.part,1,8)
,lq.v1ds ,lq.v1ds
,lq.units_each ,lq.units_each
) p ON TRUE ) p ON TRUE
@ -178,4 +176,4 @@ lq AS MATERIALIZED (
WHERE WHERE
COALESCE(g.bestprice,1) = 1 COALESCE(g.bestprice,1) = 1
) )
SELECT * FROM hist --LIMIT 1000--WHERE qid = 108655 SELECT * FROM hist --WHERE qid = 108655

16
tables/core_target.pg.sql
View File

@ -1,16 +0,0 @@
DROP TABLE IF EXISTS pricequote.core_target;
CREATE TABLE pricequote.core_target (
compset TEXT NOT NULL,
stlc TEXT NOT NULL,
floor NUMERIC NOT NULL,
options JSONB NOT NULL,
PRIMARY KEY (stlc)
);
GRANT SELECT, INSERT, UPDATE, DELETE ON pricequote.target_prices TO PUBLIC;
DROP TABLE IF EXISTS import.core_target;
CREATE TABLE import.core_target AS (SELECT * FROM pricequote.core_target);

70
tables/lastpricedetail.ms.sql
View File

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

78
tables/lastpricedetail.pg.sql
View File

@ -1,13 +1,10 @@
-- REFRESH MATERIALIZED VIEW pricequote.lastpricedetail; REFRESH MATERIALIZED VIEW pricequote.lastpricedetail;
DROP MATERIALIZED VIEW pricequote.lastpricedetail;
CREATE MATERIALIZED VIEW pricequote.lastpricedetail AS CREATE MATERIALIZED VIEW pricequote.lastpricedetail AS
WITH base AS ( WITH base AS (
SELECT SELECT
customer, customer,
partgroup, partgroup,
part,
dataseg, dataseg,
version, version,
qtyord AS qty, qtyord AS qty,
@ -26,41 +23,32 @@ WITH base AS (
AND version IN ('Actual', 'Quotes') AND version IN ('Actual', 'Quotes')
), ),
ranked AS ( ranked AS (
SELECT b.*, SELECT *,
-- Most recent sale (Actuals first, newest date first) ROW_NUMBER() OVER (
CASE WHEN version = 'Actual' THEN ROW_NUMBER() OVER ( PARTITION BY customer, partgroup
PARTITION BY customer, partgroup ORDER BY CASE WHEN version = 'Actual' THEN odate END DESC
ORDER BY (version = 'Actual') DESC, ) AS rn_mrs,
odate DESC NULLS LAST ROW_NUMBER() OVER (
) END AS rn_mrs, PARTITION BY customer, partgroup
-- Most recent quote (Quotes first, newest date first) ORDER BY CASE WHEN version = 'Quotes' THEN odate END DESC
CASE WHEN version = 'Quotes' THEN ROW_NUMBER() OVER ( ) AS rn_mrq,
PARTITION BY customer, partgroup ROW_NUMBER() OVER (
ORDER BY (version = 'Quotes') DESC, PARTITION BY customer, partgroup
odate DESC NULLS LAST ORDER BY CASE WHEN version = 'Actual' AND odate >= (CURRENT_DATE - INTERVAL '1 year') THEN qty END DESC
) END AS rn_mrq, ) AS rn_lvs,
-- Largest volume sale in last year (those inside window first) ROW_NUMBER() OVER (
CASE WHEN version = 'Actual' THEN ROW_NUMBER() OVER ( PARTITION BY customer, partgroup
PARTITION BY customer, partgroup ORDER BY CASE WHEN version = 'Quotes' AND odate >= (CURRENT_DATE - INTERVAL '1 year') THEN qty END DESC
ORDER BY (version = 'Actual' AND odate >= CURRENT_DATE - INTERVAL '1 year') DESC, ) AS rn_lvq,
qty DESC NULLS LAST ROW_NUMBER() OVER (
) END AS rn_lvs, PARTITION BY customer, partgroup, dataseg, version
-- Largest volume quote in last year (those inside window first) ORDER BY CASE WHEN version = 'Actual' THEN odate END DESC
CASE WHEN version = 'Quotes' THEN ROW_NUMBER() OVER ( ) AS rn_dss,
PARTITION BY customer, partgroup ROW_NUMBER() OVER (
ORDER BY (version = 'Quotes' AND odate >= CURRENT_DATE - INTERVAL '1 year') DESC, PARTITION BY customer, partgroup, dataseg, version
qty DESC NULLS LAST ORDER BY CASE WHEN version = 'Quotes' THEN odate END DESC
) END AS rn_lvq, ) AS rn_dsq
-- Per dataseg/version: most recent (version fixed in partition, so just date) FROM base
CASE WHEN version = 'Actual' THEN ROW_NUMBER() OVER (
PARTITION BY customer, partgroup, dataseg, version
ORDER BY odate DESC NULLS LAST
) END AS rn_dss,
CASE WHEN version = 'Quotes' THEN ROW_NUMBER() OVER (
PARTITION BY customer, partgroup, dataseg, version
ORDER BY odate DESC NULLS LAST
) END AS rn_dsq
FROM base b
), ),
flagged AS ( flagged AS (
SELECT *, SELECT *,
@ -68,16 +56,15 @@ flagged AS (
CASE WHEN rn_mrq = 1 THEN 'mrq' END AS f2, CASE WHEN rn_mrq = 1 THEN 'mrq' END AS f2,
CASE WHEN rn_lvs = 1 THEN 'lvs' END AS f3, CASE WHEN rn_lvs = 1 THEN 'lvs' END AS f3,
CASE WHEN rn_lvq = 1 THEN 'lvq' END AS f4, CASE WHEN rn_lvq = 1 THEN 'lvq' END AS f4,
CASE WHEN rn_dss = 1 AND VERSION = 'Actual' THEN 'dss' END AS f5, CASE WHEN rn_dss = 1 THEN 'dss' END AS f5,
CASE WHEN rn_dsq = 1 AND VERSION = 'Quotes' THEN 'dsq' END AS f6 CASE WHEN rn_dsq = 1 THEN 'dsq' END AS f6
FROM ranked FROM ranked
WHERE WHERE
rn_mrs = 1 OR rn_mrq = 1 OR rn_lvs = 1 OR rn_lvq = 1 OR rn_dss = 1 OR rn_dsq = 1 rn_mrs = 1 OR rn_mrq = 1 OR rn_lvs = 1 OR rn_lvq = 1 OR rn_dss = 1 OR rn_dsq = 1
) ),
--SELECT * FROM flagged WHERE customer = 'HYBELS' AND partgroup = 'HZP3E100' exploded_flags AS (
,exploded_flags AS (
SELECT SELECT
customer, partgroup, part, dataseg, version, qty, price, odate, ordnum, quoten, customer, partgroup, dataseg, version, qty, price, odate, ordnum, quoten,
unnest(ARRAY[f1, f2, f3, f4, f5, f6]) AS flag unnest(ARRAY[f1, f2, f3, f4, f5, f6]) AS flag
FROM flagged FROM flagged
), ),
@ -90,7 +77,6 @@ serialized_flags AS (
jsonb_build_object( jsonb_build_object(
'version', version, 'version', version,
'datasegment', dataseg, 'datasegment', dataseg,
'part', part,
'qty', qty, 'qty', qty,
'price', price, 'price', price,
'odate', odate, 'odate', odate,

28
tables/rebuild_targets.pg.sql
View File

@ -1,28 +0,0 @@
CREATE OR REPLACE PROCEDURE pricequote.refresh_target_prices_base()
LANGUAGE plpgsql
AS $$
BEGIN
DELETE FROM pricequote.target_prices_base;
WITH expand AS (
SELECT
c.compset,
c.stlc,
c.floor,
b.ds,
b.chan,
b.tier,
b.vol,
b.val,
b.price,
b.math AS math
FROM pricequote.core_target c
LEFT JOIN LATERAL pricequote.build_pricing_path_base(
c.options || jsonb_build_object('entity','Anchor','attr',c.stlc,'val',c.floor,'func','Price')
) AS b
ON b.lastflag
)
INSERT INTO pricequote.target_prices_base
SELECT * FROM expand;
END;
$$;

17
tables/target_prices_base.pg.sql
View File

@ -1,17 +0,0 @@
DROP TABLE pricequote.target_prices_base CASCADE;
CREATE TABLE pricequote.target_prices_base (
compset TEXT NOT NULL,
stlc TEXT NOT NULL,
floor NUMERIC NOT NULL,
ds TEXT NOT NULL,
chan TEXT NOT NULL,
tier TEXT NOT NULL,
vol INT4RANGE NOT NULL,
val NUMERIC NOT NULL,
price NUMERIC,
math TEXT[],
PRIMARY KEY (stlc, ds, chan, tier, vol)
);
GRANT SELECT, INSERT, UPDATE, DELETE ON pricequote.target_prices_base TO PUBLIC;

2
tables/target_prices_view.pg.sql
View File

@ -8,4 +8,4 @@ SELECT
,price ,price
,to_jsonb(math)::text AS math ,to_jsonb(math)::text AS math
FROM FROM
pricequote.target_prices_base; pricequote.target_prices;

132
ui_schema.json
View File

@ -1,77 +1,75 @@
{ {
"details": [ "details": [
{
"label": "History",
"detailLevel": 10,
"details": [
{ {
"label": "Last Quote", "label": "Model Inputs",
"detailLevel": 10, "details": [
"value": 0.1012, {
"type": "currency", "label": "Base Cost",
"note": "XNS0T1G3G18B096 | Ord# 1008338 | 2025-06-12 | Qty 19,200" "value": 1.22446,
} "type": "currency"
] }
}, ]
{
"label": "List",
"detailLevel": 10,
"details": [
{
"label": "Code: GUAU",
"detailLevel": 10,
"value": 0.11,
"type": "currency",
"note": "List Min Qty: 9,600"
}
]
},
{
"label": "Target Calculation",
"detailLevel": 10,
"details": [
{
"label": "XNS0T1G3",
"detailLevel": 10,
"value": 0.08,
"type": "currency",
"note": "Base Floor"
}, },
{ {
"label": "Channel:WHS", "label": "Peer Target",
"detailLevel": 10, "details": [
"value": 0.2, {
"type": "Percent", "label": "Peer Median Margin",
"note": "Premium" "value": 36.873,
"type": "percent",
"note": "DIR|102 - HANGING POTS|110 - INJECTION|Tier 2"
}
]
}, },
{ {
"label": "Volume:1-8", "label": "Target Support",
"detailLevel": 10, "details": [
"value": 0.1, {
"type": "Percent", "label": "Tier 1 Truckload",
"note": "Premium" "value": 80,
"type": "currency",
"note": "reviewed floor price"
},
{
"label": "Warehouse",
"value": 1.2,
"type": "percent"
}
]
}, },
{ {
"label": "Target", "label": "Factor Adjustment",
"detailLevel": 10, "details": [
"value": 0.1056, {
"type": "currency", "label": "Package UOM",
"note": "Total" "value": -0.01,
"type": "percent"
},
{
"label": "# of Pallets",
"value": 0.02,
"type": "percent",
"note": "0.03"
},
{
"label": "Urgency",
"value": 0.03,
"type": "percent",
"note": "Top Priority"
},
{
"label": "State Adder/Subtractor",
"value": -0.02,
"type": "percent",
"note": "OH"
},
{
"label": "Branding",
"value": 0,
"type": "currency"
}
]
} }
] ]
},
{
"label": "Guidance",
"detailLevel": 10,
"details": [
{
"label": "Price",
"detailLevel": 10,
"value": 0.1012,
"type": "currency",
"note": "Using target price, capped to not exceed last price"
}
]
}
]
} }