price_api/procs/single_price_call.pg.sql

577 lines
20 KiB
PL/PgSQL

/*
====================================================================================
Script: single_price_call.pg.sql
Purpose: Single price call logic for a specific scenario (PostgreSQL)
-----------------------------------------------------------------------------------
Description:
- Accepts a single pricing scenario (bill, ship, part, v1ds, vol)
- Enriches with customer, channel, tier, pack quantity, price level, and part group
- Looks up and applies target price, price history, list price, and guidance logic
- Builds a JSON explanation and UI JSON for the scenario
Inputs:
- bill, ship, part, v1ds, vol (function arguments)
- Reference tables: pricequote.target_prices, pricequote.lastpricedetail, pricequote.pricelist_ranged
- Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
Outputs:
- Returns a single enriched row with all pricing and explanation fields
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 single-row pricing queries (API or UI)
- Assumes all referenced tables and functions exist
- See also: matrix_guidance.pg.sql for batch/matrix logic
====================================================================================
*/
--DROP FUNCTION pricequote.single_price_call(text,text,text,text,numeric);
CREATE OR REPLACE FUNCTION pricequote.single_price_call(
_bill TEXT,
_ship TEXT,
_part TEXT,
_v1ds TEXT,
_vol NUMERIC
)
RETURNS TABLE (
bill TEXT,
ship TEXT,
part TEXT,
stlc TEXT,
v1ds TEXT,
vol NUMERIC,
chan TEXT,
cust TEXT,
tier TEXT,
pltq NUMERIC,
plevel TEXT,
partgroup TEXT,
part_v1ds TEXT,
v0ds TEXT,
curstd_orig NUMERIC,
futstd_orig NUMERIC,
curstd NUMERIC,
futstd NUMERIC,
curstd_last NUMERIC,
futstd_last NUMERIC,
customized TEXT,
last_premium NUMERIC,
last_premium_method TEXT,
last_price_norm NUMERIC,
last_isdiff TEXT,
last_v0ds TEXT,
tprice_last NUMERIC,
last_price NUMERIC,
last_qty NUMERIC,
last_dataseg TEXT,
last_date DATE,
last_order TEXT,
last_quote TEXT,
last_source TEXT,
tprice NUMERIC,
tmath JSONB,
volume_range TEXT,
listprice NUMERIC,
listcode TEXT,
listprice_eff NUMERIC,
list_relevance TEXT,
guidance_price NUMERIC,
guidance_reason TEXT,
expl JSONB,
ui_json JSONB
) AS $$
DECLARE
-----------input parameters--------------
-- _bill
-- _ship
-- _part
-- _v1ds
-- _vol
------------step 1 lookup scenario------------
_chan TEXT;
_tier TEXT;
_cust TEXT;
_pltq NUMERIC;
_plevel TEXT;
_partgroup TEXT;
_stlc TEXT;
_part_v1ds TEXT;
_v0ds TEXT;
_curstd_orig NUMERIC;
_futstd_orig NUMERIC;
_calculated_pallets INT;
_exact_pallets NUMERIC;
_customized TEXT := '';
----------- step 2 last price------------------
_hist JSONB := '{}'::jsonb;
_last JSONB;
_last_price NUMERIC;
_last_source TEXT;
_last_date DATE;
_last_qty NUMERIC;
_last_dataseg TEXT;
_last_v0ds TEXT;
_last_order TEXT;
_last_quote TEXT;
_last_isdiff TEXT;
_last_part TEXT;
------------step 3 lookup target---------------
_tprice NUMERIC(20,5);
_tmath JSONB;
_volume_range TEXT;
_tprice_last NUMERIC(20,5);
------------step 4 normalize last price--------
_curstd NUMERIC;
_futstd NUMERIC;
_curstd_last NUMERIC;
_futstd_last NUMERIC;
_last_premium NUMERIC;
_last_price_norm NUMERIC;
_last_premium_method TEXT;
------------step 5 list price lookup-----------
_list_price NUMERIC;
_list_code TEXT;
_listprice_eff NUMERIC;
_list_relevance TEXT;
------------step 6 compute guidance------------
_guidance_price NUMERIC;
_guidance_reason TEXT;
------------step 7 build json------------------
_expl JSONB := '{}'::jsonb;
_ui_json JSONB := '{}'::jsonb;
BEGIN
------------------------------------------------------------------
-- Step 1: Resolve customer metadata and part master data
------------------------------------------------------------------
SELECT
CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIS' THEN
CASE SUBSTRING(sc.cclass, 2, 3)
WHEN 'DIS' THEN 'WHS'
ELSE 'DRP'
END
ELSE 'DIR'
END chan,
CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIR' THEN bc.tier
ELSE COALESCE(sc.tier, bc.tier)
END tier,
CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIS' THEN
CASE SUBSTRING(sc.cclass, 2, 3)
WHEN 'DIS' THEN bc.dba
ELSE sc.dba
END
ELSE bc.dba
END cust,
i.mpck,
CASE SUBSTRING(bc.cclass, 2, 3)
WHEN 'DIS' THEN
CASE SUBSTRING(sc.cclass, 2, 3)
WHEN 'DIS' THEN sc.plevel
ELSE bc.plevel
END
ELSE bc.plevel
END plevel,
substring(_part,1,8) stlc,
i.partgroup,
i.v1ds part_v1ds,
CASE substring(_v1ds,4,1) WHEN 'B' THEN 'B' ELSE 'C' END || CASE substring(_v1ds,6,1) WHEN 'L' THEN 'L' WHEN 'P' THEN 'P' ELSE '' END v0ds,
i.curstdus,
i.futstdus,
FLOOR(_vol / NULLIF(i.mpck, 0)),
ROUND(_vol / NULLIF(i.mpck, 0), 5)
INTO
_chan
,_tier
,_cust
,_pltq
,_plevel
,_stlc
,_partgroup
,_part_v1ds
,_v0ds
,_curstd_orig
,_futstd_orig
,_calculated_pallets
,_exact_pallets
FROM
rlarp.cust bc
LEFT JOIN rlarp.cust sc ON
sc.code = _ship
LEFT JOIN "CMS.CUSLG".itemm i ON
i.item = _part
WHERE
bc.code = _bill;
-- Customized flag
IF _part_v1ds IS NOT NULL AND _v1ds IS NOT NULL AND _part_v1ds <> _v1ds THEN
_customized := 'Customized';
END IF;
-- RAISE NOTICE 'Debug Inputs => stlc: "%", v1ds: "%", chan: "%", tier: "%", pallets: "%" , pltq: "%"',
-- _stlc, _v1ds, _chan, _tier, _calculated_pallets, _pltq;
--------------------------------------------------------------------------------
-- Step 3: Lookup Last Price
--------------------------------------------------------------------------------
SELECT
lp.part_stats
INTO
_hist
FROM
pricequote.lastpricedetail lp
WHERE
lp.customer = _cust
AND lp.partgroup = _partgroup;
_last := pricequote.pick_last_price_from_hist(_hist, _v1ds);
_last_price := (_last->>'price')::numeric;
_last_source := _last->>'source';
_last_date := (_last->>'odate')::date;
_last_qty := (_last->>'qty')::numeric;
_last_dataseg := _last->>'datasegment';
_last_v0ds :=
CASE substring(_last_dataseg,4,1) WHEN 'B' THEN 'B' ELSE 'C' END ||
CASE substring(_last_dataseg,6,1) WHEN 'L' THEN 'L' WHEN 'P' THEN 'P' ELSE '' END;
_last_order := _last->>'ordnum';
_last_quote := _last->>'quoten';
IF _last_dataseg IS NOT NULL AND _v1ds IS NOT NULL AND _last_dataseg <> _v1ds THEN
_last_isdiff := 'Last Sale Diff Part';
END IF;
_last_part := _last->>'part';
------------------------------------------------------------------
-- Step 2: Target price logic (current and for last_dataseg)
------------------------------------------------------------------
SELECT
tp.price
,to_json(tp.math)
,tp.vol::text
INTO
_tprice
,_tmath
,_volume_range
FROM
pricequote.target_prices tp
WHERE
tp.stlc = _stlc
AND tp.ds = _v1ds
AND tp.chan = _chan
AND tp.tier = _tier
AND tp.vol @> _calculated_pallets;
-- RAISE NOTICE 'Debug: tprice=%, tmath=%, volume_range=%',
-- _tprice, _tmath, _volume_range;
-- Target price for last_dataseg
SELECT
tp.price
INTO
_tprice_last
FROM
pricequote.target_prices tp
WHERE
tp.stlc = _stlc
AND tp.ds = _last_dataseg
AND tp.chan = _chan
AND tp.tier = _tier
AND FLOOR(_vol / NULLIF(_pltq, 0))::int <@ tp.vol;
------------------------------------------------------------------
-- 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;
-- Current/future standard for last_dataseg
SELECT
curstdus, futstdus
INTO
_curstd_last, _futstd_last
FROM
"CMS.CUSLG".itemm i
WHERE
i.item = _part
AND i.v1ds = _last_dataseg;
------------------------------------------------------------------
-- Step 5: Normalize last price if needed
------------------------------------------------------------------
IF _last_isdiff IS NOT NULL THEN
IF _tprice_last IS NOT NULL AND _tprice IS NOT NULL AND _tprice_last <> 0 THEN
_last_premium := ROUND(_tprice / _tprice_last,5);
_last_price_norm := ROUND(_last_price * (_tprice / _tprice_last), 5);
_last_premium_method := 'Target Price Ratio';
ELSIF _curstd_last IS NOT NULL AND _curstd IS NOT NULL AND _curstd_last <> 0 THEN
_last_premium := _curstd / _curstd_last;
_last_price_norm := ROUND(_last_price * (_curstd / _curstd_last), 5);
_last_premium_method := 'Cost Ratio';
ELSE
_last_price_norm := _last_price;
_last_premium_method := 'Unknown';
END IF;
ELSE
_last_price_norm := _last_price;
END IF;
------------------------------------------------------------------
-- Step 6: List price logic
------------------------------------------------------------------
SELECT
pr.price::numeric(20,5)
,pr.jcplcd
INTO
_list_price
,_list_code
FROM
"CMS.CUSLG".IPRCBHC i
JOIN pricequote.pricelist_ranged pr ON
pr.jcplcd = TRIM(i.jbplcd)
AND pr.jcpart = _part
AND _vol >= pr.vb_from
AND (_vol < pr.vb_to OR pr.vb_to IS NULL)
WHERE
TRIM(i.jbplvl) = TRIM(_plevel)
AND CURRENT_DATE BETWEEN i.jbfdat AND i.jbtdat
ORDER BY
pr.price ASC
LIMIT 1;
-- List price relevance
IF _customized <> '' THEN
_listprice_eff := NULL;
_list_relevance := 'Ignore - Customized';
ELSE
_listprice_eff := _list_price;
_list_relevance := '';
END IF;
------------------------------------------------------------------
-- Step 7: Compute guidance price and embed it
------------------------------------------------------------------
SELECT
gl.guidance_price
,gl.guidance_reason
INTO
_guidance_price
,_guidance_reason
FROM pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date) gl;
------------------------------------------------------------------
-- Step 8: Build explanation JSON
------------------------------------------------------------------
_expl :=
jsonb_build_object(
'last',
jsonb_build_object(
'last_part', _last_part,
'last_price', _last_price,
'last_qty', _last_qty,
'last_dataseg', _last_dataseg,
'last_v0ds', _last_v0ds,
'last_source', _last_source,
'last_date', _last_date,
'last_order', _last_order,
'last_quote', _last_quote,
'last_isdiff', _last_isdiff,
'last_premium', _last_premium,
'last_premium_method', _last_premium_method,
'last_price_norm', _last_price_norm,
'tprice_last', _tprice_last
),
'scenario',
jsonb_build_object(
'calculated_pallets', FLOOR(_vol / NULLIF(_pltq, 0)),
'exact_pallets', ROUND(_vol / NULLIF(_pltq, 0), 5),
'customer', _cust,
'channel', _chan,
'tier', TRIM(_tier),
'v1ds', _v1ds,
'v0ds', _v0ds,
'part_v1ds', _part_v1ds,
'customized', _customized
),
'cost',
jsonb_build_object(
'curstd_orig', _curstd_orig,
'futstd_orig', _futstd_orig,
'curstd_last', _curstd_last,
'futstd_last', _futstd_last,
'curstd', _curstd,
'futstd', _futstd
),
'targets',
jsonb_build_object(
'target_price', _tprice,
'target_math', _tmath
),
'list',
jsonb_build_object(
'listcode', _list_code,
'listprice', _list_price,
'listprice_eff', _listprice_eff,
'list_relevance', _list_relevance
),
'guidance_price', _guidance_price,
'guidance_reason', _guidance_reason
);
------------------------------------------------------------------
-- Step 9: Build UI JSON (panels)
------------------------------------------------------------------
_ui_json := jsonb_build_object(
'details', jsonb_build_array(
------------------------------------------
-- history
------------------------------------------
jsonb_build_object(
'label', 'History',
'details', jsonb_build_array(
jsonb_build_object(
'label', CASE WHEN _last_price IS NOT NULL THEN 'Last Sale: ' || _last_date ELSE 'No Recent' END,
'value', COALESCE(_last_price,0),
'type', 'currency',
'note', CASE WHEN _last_price IS NOT NULL THEN
CASE _last_source
WHEN 'mrq' THEN 'Recent similar ' || _last_part || ' '
WHEN 'mrs' THEN 'Recent similar ' || _last_part || ' '
WHEN 'dsq' THEN 'Last quote'
WHEN 'dss' THEN 'Last sale'
ELSE ''
END ||
CASE WHEN COALESCE(_last_order, '0') = '0' THEN ' Qt# ' || COALESCE(_last_quote, '') ELSE ' Ord# ' || COALESCE(_last_order, '') END
ELSE NULL END
)
)
-- ||CASE WHEN _last_premium IS NOT NULL THEN
||COALESCE(jsonb_build_array(jsonb_build_object(
'label','Price Difference',
'value', _last_premium,
'type','percent',
'note', _last_premium_method
)),'[]'::jsonb)
-- ELSE
-- '[]'::jsonb
-- END
-- ||CASE WHEN _last_premium IS NOT NULL THEN
||COALESCE(jsonb_build_array(jsonb_build_object(
'label','Adjusted Price',
'value', _last_price_norm,
'type','currency',
'note','normalized to ' || _v1ds
)),'[]'::jsonb)
-- ELSE
-- '[]'::jsonb
-- END
),
------------------------------------------
-- price list
------------------------------------------
jsonb_build_object(
'label', 'List',
'details', jsonb_build_array(
jsonb_build_object(
'label', 'List:' || COALESCE(_list_code, ''),
'value', _list_price,
'type', 'currency',
'note', _list_relevance
)
)
),
------------------------------------------
-- history
------------------------------------------
jsonb_build_object(
'label', 'Target Calculation',
'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,
----------------------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(
'label', 'Guidance',
'details', jsonb_build_array(
jsonb_build_object(
'label', 'Price',
'value', COALESCE(_guidance_price,0),
'type', 'currency',
'note', COALESCE(_guidance_reason,'')
)
)
)
),
'data', _expl
);
------------------------------------------------------------------
-- Final: Return row
------------------------------------------------------------------
RETURN QUERY
SELECT
_bill, _ship, _part, _stlc, _v1ds, _vol,
_chan, _cust, _tier, _pltq, _plevel, _partgroup, _part_v1ds, _v0ds,
_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,
_last_price, _last_qty, _last_dataseg, _last_date, _last_order, _last_quote, _last_source,
_tprice, _tmath, _volume_range,
_list_price, _list_code, _listprice_eff, _list_relevance,
_guidance_price, _guidance_reason,
_expl, _ui_json;
END;
$$ LANGUAGE plpgsql;