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break our approval versus guidance logic in postgres

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This commit is contained in:
Paul Trowbridge 2025-08-28 09:08:51 -04:00
parent 2cc7204c7f
commit ad6d3d60f0
5 changed files with 158 additions and 68 deletions
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24
example_usage.pg.sql
View File

@ -1,5 +1,5 @@
SELECT
ui_json->'details'
ui_json->'data'
FROM pricequote.single_price_call(
'FARM0001',
'KEYB0001',
@ -7,16 +7,18 @@
'v1:T..CSE..D',
50000
) f;
--
-- SELECT
-- ui_json->'details'
-- FROM pricequote.single_price_call(
-- 'FARM0001',
-- 'KEYB0001',
-- 'HZP3E103E21D050',
-- 'v1:C..BDL..',
-- 50000
-- ) f;
SELECT
ui_json->'data'
FROM pricequote.single_price_call(
'GRIF0001',
'GRIF0001',
'XNS0T1G3G18B096',
'v1:B..PLT..',
9600
) f;
--
-- SELECT
-- ui_json

72
procs/approval_logic.pg.sql Normal file
View File

@ -0,0 +1,72 @@
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 $$
DECLARE
base_price numeric(20,5);
after_floor numeric(20,5);
after_cap_last numeric(20,5);
final_price numeric(20,5);
reason text := '';
BEGIN
-- Early exit if nothing to work with
IF _target IS NULL AND _last_norm IS NULL AND _list_eff IS NULL THEN
RETURN QUERY SELECT NULL::numeric, 'No target, last, or list available';
RETURN;
END IF;
-- Pick starting base price
base_price := COALESCE(_target, _last_norm, _list_eff);
-- Step 1: use base price unless it's more than x% below last price
after_floor := base_price;
IF _last_norm IS NOT NULL THEN
after_floor := GREATEST(base_price, ROUND(_last_norm*_floor_pct,5));
END IF;
-- Step 2: use price from previous step but don't allow it to be x% above last price
after_cap_last := after_floor;
IF _last_norm IS NOT NULL THEN
after_cap_last := LEAST(after_floor, ROUND(_last_norm*_cap_last_pct,5));
END IF;
-- cap to list (binds if it lowers price)
final_price := after_cap_last;
IF _list_eff IS NOT NULL THEN
final_price := LEAST(after_cap_last, ROUND(_list_eff*_cap_list_pct,5));
END IF;
-- Reason text
reason :=
CASE
WHEN _target IS NOT NULL THEN 'Using target price'
WHEN _last_norm IS NOT NULL THEN 'Using last price as base'
WHEN _list_eff IS NOT NULL THEN 'Using list price as base'
END;
IF _last_norm IS NOT NULL AND after_floor > base_price THEN
reason := 'Last price drop limit';
END IF;
IF _last_norm IS NOT NULL AND after_cap_last < after_floor THEN
reason := 'Last price increase limit';
END IF;
IF _list_eff IS NOT NULL AND final_price < after_cap_last THEN
reason := 'List price ceiling';
END IF;
RETURN QUERY SELECT final_price, reason;
END $$;

73
procs/guidance_logic.pg.sql
View File

@ -3,11 +3,14 @@ CREATE OR REPLACE FUNCTION pricequote.guidance_logic(
_last_norm numeric(20,5),
_list_eff numeric(20,5),
_last_date date,
_floor_pct numeric(10,5) DEFAULT 0.05,
_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 (guidance_price numeric(20,5), guidance_reason text)
RETURNS TABLE (
guidance_price numeric(20,5),
guidance_reason text
)
LANGUAGE plpgsql AS $$
DECLARE
base_price numeric(20,5);
@ -15,55 +18,39 @@ DECLARE
after_cap_last numeric(20,5);
final_price numeric(20,5);
reason text := '';
BEGIN
IF _target IS NULL THEN
RETURN QUERY SELECT NULL::numeric, 'No target price available';
-- 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;
base_price := _target;
-- Pick starting base price
base_price := COALESCE(_target, _last_norm, _list_eff);
-- 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;
-- floor (binds if it raises price)
after_floor := base_price;
IF _last_norm IS NOT NULL AND _floor_pct > 0 THEN
after_floor := GREATEST(base_price, ROUND(_last_norm*(1-_floor_pct),5));
-- Step 1: use base price less than last price, use last price
IF base_price < _last_norm THEN
base_price := _last_norm;
reason := 'Last price';
END IF;
-- cap to last (binds if it lowers 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));
-- Step 2: use price from previous step but don't allow it to be x% above last price
IF base_price > _list_eff THEN
base_price := _list_eff;
reason := 'List price ceiling';
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;
-- build reason
IF _last_norm IS NULL AND _list_eff IS NULL THEN
reason := 'No prior sale or list; using target price';
ELSE
reason := 'Using target price';
IF _last_norm IS NOT NULL AND _floor_pct > 0 AND after_floor > base_price THEN
reason := reason || format(', floored to %s%% below last price', to_char((_floor_pct*100)::numeric,'FM999990.##'));
END IF;
IF _last_norm IS NOT NULL AND after_cap_last < after_floor THEN
IF _cap_last_pct = 1 THEN
reason := reason || ', capped to not exceed last price';
ELSE
reason := reason || format(', capped to %s%% of last price', to_char((_cap_last_pct*100)::numeric,'FM999990.##'));
END IF;
END IF;
IF _list_eff IS NOT NULL AND final_price < after_cap_last THEN
IF _cap_list_pct = 1 THEN
reason := reason || ', capped to not exceed list price';
ELSE
reason := reason || format(', capped to %s%% of list price', to_char((_cap_list_pct*100)::numeric,'FM999990.##'));
END IF;
END IF;
END IF;
final_price := base_price;
RETURN QUERY SELECT final_price, reason;
END $$;
END $$;

38
procs/matrix_guidance.pg.sql
View File

@ -46,6 +46,8 @@ CREATE TABLE pricequote.queue (
list_relevance TEXT,
guidance_price NUMERIC,
guidance_reason TEXT,
approval_price NUMERIC,
approval_reason TEXT,
expl JSONB,
ui_json JSONB
);
@ -337,20 +339,32 @@ BEGIN
UPDATE pricequote.queue q
SET
guidance_price = s.guidance_price,
guidance_reason = s.guidance_reason
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
FROM pricequote.queue q2
JOIN LATERAL pricequote.guidance_logic(
q2.tprice,
q2.last_price_norm,
q2.listprice_eff,
q2.last_date,
.05, 1.0, 1.0
) g ON TRUE
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,
.95, 1.0, 1.0
) g ON TRUE
JOIN LATERAL pricequote.approval_logic(
q2.tprice,
q2.last_price_norm,
q2.listprice_eff,
q2.last_date,
.95, 1.0, 1.0
) a ON TRUE
) s
WHERE q.ctid = s.ctid;
-- 4:33
@ -408,7 +422,9 @@ BEGIN
'list_relevance', q.list_relevance
),
'guidance_price', q.guidance_price,
'guidance_reason', q.guidance_reason
'guidance_reason', q.guidance_reason,
'approval_price', q.approval_price,
'approval_reason', q.approval_reason
),
ui_json = jsonb_build_object(
'details', jsonb_build_array(

19
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) CASCADE;
CREATE OR REPLACE FUNCTION pricequote.single_price_call(
_bill TEXT,
@ -89,6 +89,8 @@ RETURNS TABLE (
list_relevance TEXT,
guidance_price NUMERIC,
guidance_reason TEXT,
approval_price NUMERIC,
approval_reason TEXT,
expl JSONB,
ui_json JSONB
) AS $$
@ -148,6 +150,8 @@ DECLARE
------------step 6 compute guidance------------
_guidance_price NUMERIC;
_guidance_reason TEXT;
_approval_price NUMERIC;
_approval_reason TEXT;
------------step 7 build json------------------
_expl JSONB := '{}'::jsonb;
_ui_json JSONB := '{}'::jsonb;
@ -372,10 +376,16 @@ BEGIN
SELECT
gl.guidance_price
,gl.guidance_reason
,al.approval_price
,al.approval_reason
INTO
_guidance_price
,_guidance_reason
FROM pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, .05, 1.0, 1.0) gl;
,_approval_price
,_approval_reason
FROM
pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, .95, 1.0, 1.0) gl
CROSS JOIN pricequote.approval_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, .95, 1.0, 1.0) al;
------------------------------------------------------------------
-- Step 8: Build explanation JSON
@ -434,7 +444,9 @@ BEGIN
'list_relevance', _list_relevance
),
'guidance_price', _guidance_price,
'guidance_reason', _guidance_reason
'guidance_reason', _guidance_reason,
'approval_price', _approval_price,
'approval_reason', _approval_reason
);
------------------------------------------------------------------
@ -582,6 +594,7 @@ BEGIN
_tprice, _tmath, _volume_range,
_list_price, _list_code, _listprice_eff, _list_relevance,
_guidance_price, _guidance_reason,
_approval_price, _approval_reason,
_expl, _ui_json;
END;
$$ LANGUAGE plpgsql;