initial rework of last price so it is clearer to review
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91
procs/approval_logic.ms.sql
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91
procs/approval_logic.ms.sql
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@ -0,0 +1,91 @@
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CREATE OR ALTER FUNCTION pricing.approval_logic(
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@target numeric(20,5),
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@last_norm numeric(20,5),
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@list_eff numeric(20,5),
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@last_date date,
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@floor_pct numeric(10,5) = 0.05,
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@cap_last_pct numeric(10,5) = 1.00,
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@cap_list_pct numeric(10,5) = 1.00
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)
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RETURNS @ret TABLE (
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guidance_price numeric(20,5),
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guidance_reason nvarchar(4000)
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)
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AS
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BEGIN
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DECLARE
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@base_price numeric(20,5),
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@after_floor numeric(20,5),
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@after_cap_last numeric(20,5),
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@final_price numeric(20,5),
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@reason nvarchar(4000) = N'';
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-- no target → early return
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IF @target IS NULL
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BEGIN
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INSERT INTO @ret VALUES (NULL, N'No target price available');
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RETURN;
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END;
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-- start from target
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SET @base_price = @target;
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-- Step 1: floor vs last_norm (only if it raises price)
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SET @after_floor = @base_price;
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IF @last_norm IS NOT NULL AND @floor_pct > 0
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SET @after_floor = ROUND(
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CASE WHEN @base_price >= @last_norm*(1-@floor_pct)
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THEN @base_price
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ELSE @last_norm*(1-@floor_pct)
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END, 5);
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-- Step 2: cap vs last_norm (only if it lowers price)
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SET @after_cap_last = @after_floor;
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IF @last_norm IS NOT NULL
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SET @after_cap_last = ROUND(
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CASE WHEN @after_floor <= @last_norm*@cap_last_pct
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THEN @after_floor
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ELSE @last_norm*@cap_last_pct
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END, 5);
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-- Step 3: cap vs list_eff (only if it lowers price)
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SET @final_price = @after_cap_last;
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IF @list_eff IS NOT NULL
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SET @final_price = ROUND(
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CASE WHEN @after_cap_last <= @list_eff*@cap_list_pct
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THEN @after_cap_last
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ELSE @list_eff*@cap_list_pct
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END, 5);
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-- Build explanation
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IF @last_norm IS NULL AND @list_eff IS NULL
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BEGIN
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SET @reason = N'No prior sale or list; using target price';
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END
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ELSE
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BEGIN
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SET @reason = N'Using target price';
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-- mention floor only if it raised the price
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IF @last_norm IS NOT NULL AND @floor_pct > 0 AND @after_floor > @base_price
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SET @reason += N', floored to ' + FORMAT(@floor_pct*100, '0.##') + N'% below last price';
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-- mention last cap only if it lowered the price
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IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor
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SET @reason += CASE WHEN @cap_last_pct = 1
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THEN N', capped to not exceed last price'
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ELSE N', capped to ' + FORMAT(@cap_last_pct*100,'0.##') + N'% of last price'
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END;
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-- mention list cap only if it lowered the price
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IF @list_eff IS NOT NULL AND @final_price < @after_cap_last
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SET @reason += CASE WHEN @cap_list_pct = 1
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THEN N', capped to not exceed list price'
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ELSE N', capped to ' + FORMAT(@cap_list_pct*100,'0.##') + N'% of list price'
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END;
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END;
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INSERT INTO @ret VALUES (@final_price, @reason);
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RETURN;
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END;
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@ -3,81 +3,83 @@ CREATE OR ALTER FUNCTION pricing.guidance_logic(
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@last_norm numeric(20,5),
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@last_norm numeric(20,5),
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@list_eff numeric(20,5),
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@list_eff numeric(20,5),
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@last_date date,
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@last_date date,
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@floor_pct numeric(10,5) = 0.05, -- e.g., 5%
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@floor_pct numeric(10,5) = 0.05,
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@cap_last_pct numeric(10,5) = 1.00, -- e.g., 100%
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@cap_last_pct numeric(10,5) = 1.00,
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@cap_list_pct numeric(10,5) = 1.00
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@cap_list_pct numeric(10,5) = 1.00
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)
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)
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RETURNS TABLE
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RETURNS @ret TABLE (
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AS
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guidance_price numeric(20,5),
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RETURN
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guidance_reason nvarchar(4000)
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WITH params AS (
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SELECT
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@target AS base_price,
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@last_norm AS last_norm,
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@list_eff AS list_eff,
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@floor_pct AS floor_pct,
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@cap_last_pct AS cap_last_pct,
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-- HARD CEILING at list: clamp to <= 1.00 regardless of input
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CASE WHEN @cap_list_pct IS NULL OR @cap_list_pct > 1 THEN 1.00 ELSE @cap_list_pct END AS eff_list_cap
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),
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step_floor AS (
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SELECT
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base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap,
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CAST(
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CASE
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WHEN base_price IS NULL OR last_norm IS NULL OR floor_pct <= 0
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THEN base_price
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ELSE ROUND(IIF(base_price >= last_norm*(1-floor_pct), base_price, last_norm*(1-floor_pct)), 5)
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END
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AS numeric(20,5)) AS after_floor
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FROM params
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),
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step_cap_last AS (
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SELECT
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base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap, after_floor,
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CAST(
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CASE
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WHEN after_floor IS NULL OR last_norm IS NULL
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THEN after_floor
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ELSE ROUND(IIF(after_floor <= last_norm*cap_last_pct, after_floor, last_norm*cap_last_pct), 5)
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END
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AS numeric(20,5)) AS after_cap_last
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FROM step_floor
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),
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step_cap_list AS (
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SELECT
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base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap, after_floor, after_cap_last,
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CAST(
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CASE
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WHEN after_cap_last IS NULL OR list_eff IS NULL
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THEN after_cap_last
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ELSE ROUND(IIF(after_cap_last <= list_eff*eff_list_cap, after_cap_last, list_eff*eff_list_cap), 5)
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END
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AS numeric(20,5)) AS final_price
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FROM step_cap_last
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)
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)
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SELECT
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AS
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final_price AS guidance_price,
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BEGIN
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DECLARE
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@base_price numeric(20,5), -- starting point (target if available, else last_norm, else list_eff)
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@after_floor numeric(20,5), -- after applying floor: raised if below (1 - floor_pct) * last_norm
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@after_cap_last numeric(20,5), -- after applying last cap: lowered if above cap_last_pct * last_norm
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@final_price numeric(20,5), -- after applying list cap: lowered if above cap_list_pct * list_eff
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@reason nvarchar(4000) = N''; -- explanation text for what rules applied
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-- Early exit if nothing to work with
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IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL
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BEGIN
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INSERT INTO @ret VALUES (NULL, N'No target, last, or list available');
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RETURN;
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END;
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-- Pick starting base price
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SET @base_price = COALESCE(@target, @last_norm, @list_eff);
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-- Step 1: use base price unless it's more than x% below last price
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SET @after_floor = @base_price;
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IF @last_norm IS NOT NULL
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SET @after_floor = ROUND(
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CASE WHEN @base_price >= @last_norm*(1-@floor_pct)
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THEN @base_price
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ELSE @last_norm*(1-@floor_pct)
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END, 5);
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-- Step 2: cap vs last_norm
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SET @after_cap_last = @after_floor;
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IF @last_norm IS NOT NULL
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SET @after_cap_last = ROUND(
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CASE WHEN @after_floor <= @last_norm*@cap_last_pct
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THEN @after_floor
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ELSE @last_norm*@cap_last_pct
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END, 5);
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-- Step 3: cap vs list_eff
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SET @final_price = @after_cap_last;
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IF @list_eff IS NOT NULL
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SET @final_price = ROUND(
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CASE WHEN @after_cap_last <= @list_eff*@cap_list_pct
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THEN @after_cap_last
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ELSE @list_eff*@cap_list_pct
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END, 5);
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-- Reason text
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SET @reason =
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CASE
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CASE
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WHEN @target IS NULL THEN 'No target price available'
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WHEN @target IS NOT NULL THEN 'Using target price'
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WHEN @last_norm IS NULL AND @list_eff IS NULL THEN 'No prior sale or list; using target price'
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WHEN @last_norm IS NOT NULL THEN 'Using last price as base'
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ELSE
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WHEN @list_eff IS NOT NULL THEN 'Using list price as base'
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CONCAT(
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END;
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'Using target price',
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-- show floor only if it raised price
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IF @last_norm IS NOT NULL AND @floor_pct > 0 AND @after_floor > @base_price
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CASE WHEN last_norm IS NOT NULL AND @floor_pct > 0 AND after_floor > base_price
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SET @reason += N', floored to ' + FORMAT(@floor_pct*100,'0.##') + N'% below last price';
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THEN CONCAT(', floored to ', FORMAT(@floor_pct*100,'0.##'), '% below last price') ELSE '' END,
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-- show last cap only if it lowered price
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IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor
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CASE WHEN last_norm IS NOT NULL AND after_cap_last < after_floor
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SET @reason += CASE WHEN @cap_last_pct = 1
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THEN CASE WHEN @cap_last_pct = 1
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THEN N', capped to not exceed last price'
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THEN ', capped to not exceed last price'
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ELSE N', capped to ' + FORMAT(@cap_last_pct*100,'0.##') + N'% of last price'
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ELSE CONCAT(', capped to ', FORMAT(@cap_last_pct*100,'0.##'), '% of last price')
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END;
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END
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ELSE '' END,
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IF @list_eff IS NOT NULL AND @final_price < @after_cap_last
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-- show list cap only if it lowered price (always “not exceed” because eff_list_cap<=1)
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SET @reason += CASE WHEN @cap_list_pct = 1
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CASE WHEN list_eff IS NOT NULL AND final_price < after_cap_last
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THEN N', capped to not exceed list price'
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THEN ', capped to not exceed list price'
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ELSE N', capped to ' + FORMAT(@cap_list_pct*100,'0.##') + N'% of list price'
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ELSE '' END
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END;
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)
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END AS guidance_reason
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INSERT INTO @ret VALUES (@final_price, @reason);
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FROM step_cap_list;
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RETURN;
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END;
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