Phase 09: Price Revision

Duration: 1.5 days Goal: Implement ongoing price revision workflow per DPR Section 3.2

---

Overview

After initial onboarding (Phase 06), suppliers may request price revisions due to:

• Raw material cost changes
• GST/tax rate changes
• Manufacturing cost increases
• Market price alignment

This phase implements the Price Revision Committee (PRC) workflow.

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1. Price Revision Request DocType

class PriceRevisionRequest(BaseDocType):
    """Supplier request for price change on existing item."""

    # Identity
    request_no: str = Field(max_length=50, unique=True)

    # Item
    item: str  # FK to Item
    item_name: str
    supplier: str  # FK to Supplier

    # Current Pricing
    current_mrp: Decimal
    current_legacy_erp_price: Decimal
    current_discount_percent: Decimal

    # Proposed Pricing
    proposed_mrp: Decimal
    proposed_legacy_erp_price: Decimal
    proposed_discount_percent: Decimal

    # Justification
    revision_reason: str  # Cost Increase, GST Change, Market Alignment, Other
    justification: str  # Detailed explanation
    effective_date: date

    # Supporting Documents
    costing_sheet: str | None = None  # FK to File
    gst_invoice: str | None = None
    market_survey: str | None = None

    # Workflow
    status: str = "Draft"  # Draft, Submitted, PRC Review, BoA Pending, Approved, Rejected
    docstatus: int = 0

    class Meta:
        table_name = "price_revision_request"
        workflow = "PriceRevisionWorkflow"
        indexes = ["item", "supplier", "status"]

1.1 Tasks

• Create PriceRevisionRequest DocType
• Supplier portal submission form
• Auto-calculate discount percent from MRP/Legacy ERP price
• Document upload for justification

---

2. PRC Chart (Price Revision Committee)

class PRCChart(BaseDocType):
    """Price Revision Committee analysis chart."""

    revision_request: str  # FK to PriceRevisionRequest

    # Item Details
    item: str
    item_name: str
    item_group: str

    # Price Comparison
    current_mrp: Decimal
    proposed_mrp: Decimal
    mrp_change_percent: Decimal

    current_legacy_erp_price: Decimal
    proposed_legacy_erp_price: Decimal
    legacy_erp_price_change_percent: Decimal

    # Market Analysis
    market_survey_price: Decimal | None = None
    competitor_1_price: Decimal | None = None
    competitor_2_price: Decimal | None = None

    # History
    last_revision_date: date | None = None
    revisions_in_last_year: int = 0

    # PRC Meeting
    prc_date: date | None = None
    prc_members: list[str] = Field(default_factory=list)
    mom_document: str | None = None

    # Recommendation
    recommendation: str = "Pending"  # Pending, Approve, Partial Approve, Reject
    approved_legacy_erp_price: Decimal | None = None
    remarks: str | None = None

    class Meta:
        table_name = "prc_chart"

2.1 Tasks

• Create PRCChart DocType
• Auto-populate from revision request
• Fetch price history from Item
• Calculate change percentages
• MoM upload functionality

---

3. Workflow Definition

PriceRevisionWorkflow = Workflow(
    name="PriceRevisionWorkflow",
    states=[
        State("Draft", is_initial=True),
        State("Submitted"),
        State("F&A Review"),       # Finance & Accounts initial review
        State("PRC Review"),        # Price Revision Committee
        State("BoA Pending"),       # For significant changes
        State("Approved", is_final=True),
        State("Rejected", is_final=True),
    ],
    transitions=[
        # Supplier submits
        Transition("Submit", "Draft", "Submitted"),

        # F&A first review
        Transition("Accept for Review", "Submitted", "F&A Review"),
        Transition("Reject Incomplete", "Submitted", "Rejected"),

        # F&A to PRC
        Transition("Send to PRC", "F&A Review", "PRC Review"),
        Transition("Reject", "F&A Review", "Rejected"),

        # PRC decisions
        Transition("Approve", "PRC Review", "Approved"),  # Minor changes
        Transition("Escalate to BoA", "PRC Review", "BoA Pending"),  # Major changes
        Transition("Reject", "PRC Review", "Rejected"),

        # BoA decisions
        Transition("Approve", "BoA Pending", "Approved"),
        Transition("Reject", "BoA Pending", "Rejected"),
        Transition("Send Back to PRC", "BoA Pending", "PRC Review"),
    ]
)

Escalation Rules

• BoA Required if:
  • Price increase > 10%
  • Discount reduction > 2%
  • More than 2 revisions in 12 months
  • Liquor/AFD category items

---

4. Price Update on Approval

class PriceRevisionController(BaseController[PriceRevisionRequest]):

    async def on_approve(self, doc: PriceRevisionRequest) -> None:
        """Update Item prices on approval."""

        # Get approved price from PRC chart
        prc = await self.get_prc_chart(doc.id)
        new_price = prc.approved_legacy_erp_price or doc.proposed_legacy_erp_price

        # Update Item master
        item = await self.item_repo.get(doc.item)

        # Archive current price
        await self.create_price_history(item)

        # Apply new price
        item.mrp = doc.proposed_mrp
        item.legacy_erp_price = new_price
        item.discount_percent = calculate_discount(doc.proposed_mrp, new_price)
        item.last_price_revision = date.today()

        await self.item_repo.save(item)

        # Publish event for cache invalidation
        await self.event_bus.publish("item.price_updated", {
            "item_id": str(item.id),
            "old_price": str(doc.current_legacy_erp_price),
            "new_price": str(new_price),
        })

        # Notify supplier
        await self.notify_supplier(doc, "approved")

---

5. Price History DocType

class ItemPriceHistory(BaseDocType):
    """Historical record of item prices."""

    item: str  # FK to Item

    mrp: Decimal
    legacy_erp_price: Decimal
    discount_percent: Decimal

    effective_from: date
    effective_to: date | None = None

    # Reference
    revision_request: str | None = None  # FK if from revision
    reason: str | None = None

    class Meta:
        table_name = "item_price_history"
        indexes = ["item", "effective_from"]

---

6. API Endpoints

Endpoint	Method	Description
/api/v1/price-revision	POST	Submit revision request
/api/v1/price-revision/{id}/submit	POST	Submit for review
/api/v1/prc-chart/{id}/recommend	POST	PRC recommendation
/api/v1/price-revision/{id}/approve	POST	Approve revision
/api/v1/items/{id}/price-history	GET	Get price history

---

7. Reports

7.1 Pending Revisions Report

async def pending_revisions_report(filters: dict) -> ReportResult:
    """List all pending price revision requests."""
    return await repo.list(
        filters=[
            FilterSpec("status", FilterOperator.IN, ["Submitted", "F&A Review", "PRC Review", "BoA Pending"]),
        ],
        order_by=[OrderSpec("created", OrderDirection.ASC)],
    )

7.2 Price Change Analysis

• Items with multiple revisions in period
• Average price change by category
• Supplier-wise revision frequency

---

8. Events Published

Event	When
price_revision.submitted	Request submitted by supplier
price_revision.approved	Request approved
price_revision.rejected	Request rejected
item.price_updated	Item price changed

---

9. Verification Checklist

• Supplier can submit revision request
• F&A can review and forward to PRC
• PRC chart auto-populates
• BoA escalation works for major changes
• Item price updates on approval
• Price history maintained
• Supplier notifications at each stage
• Audit trail complete

---

10. Time Estimate

Task	Duration
DocTypes	0.5 day
Workflow	0.25 day
Controllers	0.25 day
Reports	0.25 day
Tests	0.25 day
Total	1.5 days