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Activation

Activating Strategy

Once you are satisfied with the strategies and their prioritizationstrategy, you can activate it in order to deploy everything it to the partition by clicking the Deploy button. A confirmation dialog will appear and after confirming, you will be taken to the Deploy screen which will give you information about the deployment progress.

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If no error was encountered, you will be presented with the success message and a button that will take you back to the first step while reloading all the data from the freshly updated partition.

If an error was encountered, it means the deployment was unsuccessful. This can happen mainly because of a wrong configuration of the Price Setting Accelerator. In case you encounter an error, write down the error message and send it to the support team.

Draft and Deployed Configuration

There are two kinds of configuration stored on the partition, the deployed one and the draft. When you open Strategy Designer, first it will look for a draft version available on the partition. If there is one, it will be loaded. If not, the last deployed configuration (if present) will be loaded.

You can always discard the draft and load the last deployed configuration from the partition. This is done from the three-dot menu in the top-right corner.

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Each time you make a change to the configuration (list of strategies, lookups, blocks), it is automatically saved to the partition as a draft. There is one draft per user, which means that each user can have their own work-in-progress version of the strategies. You can see the status of your configuration in the status bar in the app’s header.

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Before the actual deployment, the user is asked to provide a reason for activation. This can be any text that will later appear in the Version history to document why the strategy has been updated.

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This is what happens afterwards:

• Each child snippet or lookup in a draft state is activated as well (see below the Rules of Activation)

• The strategy’s code, which includes all snippets and lookups used by it, will be deployed to the Groovy library specified in the groovyLibraryName configuration entry. By default, this is called “CustomPricingStrategiesLib”. Since Caribou Lou, the deployment is done in the backend.

• Depending on the Price Setting Accelerator version:

  • Pre-2.4: Two entries will be added to the “StrategyDefinition” PP — one for the Independent level and one for the Dependent level.

  • Version 2.4 and later: The deployment logic specified in the deploymentLogicName configuration entry will be executed. This logic should populate the “StrategyDefinition” PP and can perform any additional actions that the PSP considers necessary.

Activating Snippet

A new snippet cannot be activated on its own. Instead, you should use it in a strategy and activate that strategy. When a strategy is activated, it automatically activates all the draft snippets and lookups it contains (see below the Rules of Activation).

When you create a new version of an existing snippet, you can activate it as soon as you’re satisfied with it. You’ll be prompted to provide a reason for the activation. This is because activating a new version of a snippet will supersede one or more strategies that use it, and the reason for activation will be noted alongside each new active version. Once a snippet is activated, it will trigger the creation of a new version for each strategy that utilizes that snippet. Additionally, activating a snippet will also activate any draft lookups that it utilizes.

Activating Lookup

A new lookup cannot be activated on its own. Instead, you should use it in a strategy and activate that strategy. When a strategy is activated, it automatically activates all the draft snippets and lookups it contains (see below the Rules of Activation).

When you create a new version of an existing lookup, you can activate it as soon as you’re satisfied with it. You’ll be prompted to provide a reason for the activation. This is because activating a new version of a lookup will supersede one or more strategies that use it, and the reason for activation will be noted alongside each new activeOnce a snippet is activated, it will trigger the creation of a new version for each strategy that utilizes that snippet.

Rules Of Activation

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rules rules

Since the Strategy, Snippet, and Lookup form a hierarchy, certain rules must be enforced to maintain integrity when users create new versions of each. The rules are as follows:

1. Relationships Between Entities:

• A Strategy (parent) can reference Snippets (children) and/or Lookups (children).

• A Snippet (parent) can reference Lookups (children).

2. Parent-Child Activation Rules:

• An Active parent can reference an Active child.

• A Draft parent can reference either an Active child or the latest version of a Draft child.

3. Activating a Draft (version n):

• If version n is greater than 1, the previous version (n-1) must be superseded.

• If the item has Draft children, activate all its Draft children.

• If the item has Active parents:

  • For each Active parent (version m):

    • If a Draft version (m+1) already exists:

      • Create a new Draft version (m+1) from the Active parent (m) and activate it.

      • Increase the version of the existing Draft to m+2.

    • If no Draft exists for m+1, create a new Draft (m+1) and activate it.

4. Recursive Rule Application:

• After completing the above steps, re-evaluate Rule 3 for any new drafts or activations recursively.

Legend:

• Activate: Change the status of an item to “Active.”

• Supersede: Change the status of an item to “Superseded.”

• Create a new Draft: Make a copy of an item, assign it the next version number, and mark it as “Draft.”