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mirror guidance logic

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This commit is contained in:
Paul Trowbridge 2025-08-27 23:06:59 -04:00
parent c5532cd2dd
commit e047e7f39b
1 changed files with 34 additions and 44 deletions
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76
procs/approval_logic.ms.sql
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@ -1,9 +1,11 @@
CREATE OR ALTER FUNCTION pricing.approval_logic( -- CREATE OR ALTER FUNCTION pricing.guidance_logic;
CREATE OR ALTER FUNCTION pricing.guidance_logic(
@target numeric(20,5), @target numeric(20,5),
@last_norm numeric(20,5), @last_norm numeric(20,5),
@list_eff numeric(20,5), @list_eff numeric(20,5),
@last_date date, @last_date date,
@floor_pct numeric(10,5) = 0.05, @floor_pct numeric(10,5) = 0.95,
@cap_last_pct numeric(10,5) = 1.00, @cap_last_pct numeric(10,5) = 1.00,
@cap_list_pct numeric(10,5) = 1.00 @cap_list_pct numeric(10,5) = 1.00
) )
@ -14,32 +16,32 @@ RETURNS @ret TABLE (
AS AS
BEGIN BEGIN
DECLARE DECLARE
@base_price numeric(20,5), @base_price numeric(20,5), -- starting point (target if available, else last_norm, else list_eff)
@after_floor numeric(20,5), @after_floor numeric(20,5), -- base but limited to x% lower than last price
@after_cap_last numeric(20,5), @after_cap_last numeric(20,5), -- previous step but limited to x% higher than last price
@final_price numeric(20,5), @final_price numeric(20,5), -- previous step but limited to x% higher than list price
@reason nvarchar(4000) = N''; @reason nvarchar(4000) = N''; -- logic source of price
-- no target → early return -- Early exit if nothing to work with
IF @target IS NULL IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL
BEGIN BEGIN
INSERT INTO @ret VALUES (NULL, N'No target price available'); INSERT INTO @ret VALUES (NULL, N'No target, last, or list available');
RETURN; RETURN;
END; END;
-- start from target -- Pick starting base price
SET @base_price = @target; SET @base_price = COALESCE(@target, @last_norm, @list_eff);
-- Step 1: floor vs last_norm (only if it raises price) -- Step 1: use base price unless it's more than x% below last price
SET @after_floor = @base_price; SET @after_floor = @base_price;
IF @last_norm IS NOT NULL AND @floor_pct > 0 IF @last_norm IS NOT NULL
SET @after_floor = ROUND( SET @after_floor = ROUND(
CASE WHEN @base_price >= @last_norm*(1-@floor_pct) CASE WHEN @base_price >= @last_norm*@floor_pct
THEN @base_price THEN @base_price
ELSE @last_norm*(1-@floor_pct) ELSE @last_norm*@floor_pct
END, 5); END, 5);
-- Step 2: cap vs last_norm (only if it lowers price) -- Step 2: use price from previous step but don't allow it to be x% above last price
SET @after_cap_last = @after_floor; SET @after_cap_last = @after_floor;
IF @last_norm IS NOT NULL IF @last_norm IS NOT NULL
SET @after_cap_last = ROUND( SET @after_cap_last = ROUND(
@ -48,7 +50,7 @@ BEGIN
ELSE @last_norm*@cap_last_pct ELSE @last_norm*@cap_last_pct
END, 5); END, 5);
-- Step 3: cap vs list_eff (only if it lowers price) -- Step 3: use price from last step, but don't allow it to be more than x% above list price
SET @final_price = @after_cap_last; SET @final_price = @after_cap_last;
IF @list_eff IS NOT NULL IF @list_eff IS NOT NULL
SET @final_price = ROUND( SET @final_price = ROUND(
@ -57,35 +59,23 @@ BEGIN
ELSE @list_eff*@cap_list_pct ELSE @list_eff*@cap_list_pct
END, 5); END, 5);
-- Build explanation -- Reason text
IF @last_norm IS NULL AND @list_eff IS NULL SET @reason =
BEGIN CASE
SET @reason = N'No prior sale or list; using target price'; WHEN @target IS NOT NULL THEN N'Using target price'
END WHEN @last_norm IS NOT NULL THEN N'Using last price as base'
ELSE WHEN @list_eff IS NOT NULL THEN N'Using list price as base'
BEGIN END;
SET @reason = N'Using target price';
-- mention floor only if it raised the price IF @last_norm IS NOT NULL AND @after_floor > @base_price
IF @last_norm IS NOT NULL AND @floor_pct > 0 AND @after_floor > @base_price SET @reason = N'Last price drop limit';
SET @reason += N', floored to ' + FORMAT(@floor_pct*100, '0.##') + N'% below last price';
-- mention last cap only if it lowered the price IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor
IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor SET @reason = N'Last price increase limit';
SET @reason += CASE WHEN @cap_last_pct = 1
THEN N', capped to not exceed last price'
ELSE N', capped to ' + FORMAT(@cap_last_pct*100,'0.##') + N'% of last price'
END;
-- mention list cap only if it lowered the price IF @list_eff IS NOT NULL AND @final_price < @after_cap_last
IF @list_eff IS NOT NULL AND @final_price < @after_cap_last SET @reason = N'List price ceiling';
SET @reason += CASE WHEN @cap_list_pct = 1
THEN N', capped to not exceed list price'
ELSE N', capped to ' + FORMAT(@cap_list_pct*100,'0.##') + N'% of list price'
END;
END;
INSERT INTO @ret VALUES (@final_price, @reason); INSERT INTO @ret VALUES (@final_price, @reason);
RETURN; RETURN;
END; END;