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compare: hc-companies:2cc7204c7fa4b8df5ad5ca9f63a393ec3414a133
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2 Commits
c5532cd2dd ... 2cc7204c7f

Author SHA1 Message Date
Paul Trowbridge
2cc7204c7f update guidance logic to be the shown price which is great of target or last price but capped at list 2025-08-28 00:19:27 -04:00
Paul Trowbridge
e047e7f39b mirror guidance logic 2025-08-27 23:06:59 -04:00
3 changed files with 69 additions and 83 deletions
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80
procs/approval_logic.ms.sql
View File

@ -1,45 +1,47 @@
-- CREATE OR ALTER FUNCTION pricing.approval_logic;
CREATE OR ALTER FUNCTION pricing.approval_logic(
@target numeric(20,5),
@last_norm numeric(20,5),
@list_eff numeric(20,5),
@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_list_pct numeric(10,5) = 1.00
)
RETURNS @ret TABLE (
guidance_price numeric(20,5),
guidance_reason nvarchar(4000)
approval_price numeric(20,5),
approval_reason nvarchar(4000)
)
AS
BEGIN
DECLARE
@base_price numeric(20,5),
@after_floor numeric(20,5),
@after_cap_last numeric(20,5),
@final_price numeric(20,5),
@reason nvarchar(4000) = N'';
@base_price numeric(20,5), -- starting point (target if available, else last_norm, else list_eff)
@after_floor numeric(20,5), -- base but limited to x% lower than last price
@after_cap_last numeric(20,5), -- previous step but limited to x% higher than last price
@final_price numeric(20,5), -- previous step but limited to x% higher than list price
@reason nvarchar(4000) = N''; -- logic source of price
-- no target → early return
IF @target IS NULL
-- Early exit if nothing to work with
IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL
BEGIN
INSERT INTO @ret VALUES (NULL, N'No target price available');
INSERT INTO @ret VALUES (NULL, N'No target, last, or list available');
RETURN;
END;
-- start from target
SET @base_price = @target;
-- Pick starting base price
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;
IF @last_norm IS NOT NULL AND @floor_pct > 0
IF @last_norm IS NOT NULL
SET @after_floor = ROUND(
CASE WHEN @base_price >= @last_norm*(1-@floor_pct)
CASE WHEN @base_price >= @last_norm*@floor_pct
THEN @base_price
ELSE @last_norm*(1-@floor_pct)
ELSE @last_norm*@floor_pct
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;
IF @last_norm IS NOT NULL
SET @after_cap_last = ROUND(
@ -48,7 +50,7 @@ BEGIN
ELSE @last_norm*@cap_last_pct
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;
IF @list_eff IS NOT NULL
SET @final_price = ROUND(
@ -57,35 +59,23 @@ BEGIN
ELSE @list_eff*@cap_list_pct
END, 5);
-- Build explanation
IF @last_norm IS NULL AND @list_eff IS NULL
BEGIN
SET @reason = N'No prior sale or list; using target price';
END
ELSE
BEGIN
SET @reason = N'Using target price';
-- Reason text
SET @reason =
CASE
WHEN @target IS NOT NULL THEN N'Using target price'
WHEN @last_norm IS NOT NULL THEN N'Using last price as base'
WHEN @list_eff IS NOT NULL THEN N'Using list price as base'
END;
-- mention floor only if it raised the price
IF @last_norm IS NOT NULL AND @floor_pct > 0 AND @after_floor > @base_price
SET @reason += N', floored to ' + FORMAT(@floor_pct*100, '0.##') + N'% below last price';
IF @last_norm IS NOT NULL AND @after_floor > @base_price
SET @reason = N'Last price drop limit';
-- mention last cap only if it lowered the price
IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor
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
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;
IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor
SET @reason = N'Last price increase limit';
IF @list_eff IS NOT NULL AND @final_price < @after_cap_last
SET @reason = N'List price ceiling';
INSERT INTO @ret VALUES (@final_price, @reason);
RETURN;
END;

50
procs/guidance_logic.ms.sql
View File

@ -31,34 +31,6 @@ BEGIN
-- Pick starting base price
SET @base_price = COALESCE(@target, @last_norm, @list_eff);
-- Step 1: use base price unless it's more than x% below last price
SET @after_floor = @base_price;
IF @last_norm IS NOT NULL
SET @after_floor = ROUND(
CASE WHEN @base_price >= @last_norm*@floor_pct
THEN @base_price
ELSE @last_norm*@floor_pct
END, 5);
-- Step 2: use price from previous step but don't allow it to be x% above last price
SET @after_cap_last = @after_floor;
IF @last_norm IS NOT NULL
SET @after_cap_last = ROUND(
CASE WHEN @after_floor <= @last_norm*@cap_last_pct
THEN @after_floor
ELSE @last_norm*@cap_last_pct
END, 5);
-- 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;
IF @list_eff IS NOT NULL
SET @final_price = ROUND(
CASE WHEN @after_cap_last <= @list_eff*@cap_list_pct
THEN @after_cap_last
ELSE @list_eff*@cap_list_pct
END, 5);
-- Reason text
SET @reason =
CASE
@ -67,14 +39,22 @@ BEGIN
WHEN @list_eff IS NOT NULL THEN N'Using list price as base'
END;
IF @last_norm IS NOT NULL AND @after_floor > @base_price
SET @reason = N'Last price drop limit';
-- Step 1: use base price less than last price, use last price
IF @base_price < @last_norm
BEGIN
SET @base_price = @last_norm;
SET @reason = N'Last price';
END
IF @last_norm IS NOT NULL AND @after_cap_last < @after_floor
SET @reason = N'Last price increase limit';
IF @list_eff IS NOT NULL AND @final_price < @after_cap_last
SET @reason = N'List price ceiling';
-- Step 2: use price from previous step but don't allow it to be x% above last price
IF @base_price > @list_eff
BEGIN
SET @base_price = @list_eff;
SET @reason = N'List price ceiling';
END
SET @final_price = @base_price;
INSERT INTO @ret VALUES (@final_price, @reason);
RETURN;

22
procs/single_price_call.ms.sql
View File

@ -136,8 +136,8 @@ BEGIN
------------step 6 compute guidance------------
guidance_price NUMERIC(20,5),
guidance_reason NVARCHAR(MAX),
shown_price NUMERIC(20,5),
shown_logic NVARCHAR(MAX),
approval_price NUMERIC(20,5),
approval_reason NVARCHAR(MAX),
------------step 7 build json------------------
expl NVARCHAR(MAX),
ui_json NVARCHAR(MAX)
@ -379,6 +379,8 @@ BEGIN
SET
guidance_price = g.guidance_price
,guidance_reason = g.guidance_reason
,approval_price = a.approval_price
,approval_reason = a.approval_reason
FROM @queue q
CROSS APPLY pricing.guidance_logic(
TRY_CAST(q.tprice AS NUMERIC(20,5)),
@ -391,7 +393,19 @@ BEGIN
1.0,
--cap on list percent
1.0
) g;
) g
CROSS APPLY pricing.approval_logic(
TRY_CAST(q.tprice AS NUMERIC(20,5)),
TRY_CAST(q.last_price_norm AS NUMERIC(20,5)),
TRY_CAST(q.listprice_eff AS NUMERIC(20,5)),
TRY_CAST(q.last_date AS DATE),
--allowable price drop percent
.95,
--cap on last price
1.0,
--cap on list percent
1.0
) a;
--------------------------------------------------------------------------------
-- Step 8: Assemble structured 'expl' JSON from populated columns.
@ -438,6 +452,8 @@ BEGIN
,q.list_relevance AS list_relevance
,q.guidance_price AS guidance_price
,q.guidance_reason AS guidance_reason
,q.approval_price AS approval_price
,q.approval_reason AS approval_reason
-- JSON_QUERY(hist) AS [history]
FOR JSON PATH, WITHOUT_ARRAY_WRAPPER
)