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FS 2021-04-03 - Calcuation Change.sql
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FS 2021-04-03 - Calcuation Change.sql
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---- Removing money_cash
alter table user_events
drop column money_cash
GO
ALTER PROCEDURE [dbo].[ProcessPayment]
@UserPaymentID int
AS
BEGIN
-- SET NOCOUNT ON added to prevent extra result sets from
-- interfering with SELECT statements.
SET NOCOUNT ON;
-- Get transaction variables
DECLARE @reinv float, @paid_amount float, @total_amount float, @uid int, @cid int, @pe_id int, @new_investment float, @reverse_investment float, @stake float
select @reinv = ReinvestAmount,
@paid_amount = PaidAmount,
@new_investment = new_invest_amount,
@reverse_investment = reverse_investment,
@total_amount = amount,
@uid = UserID,
@cid = CompanyID,
@pe_id = PaymentEventID,
@stake = user_payments.Percentage -- Ownership on the reduced valuation
from user_payments where ID = @UserPaymentID
-- Get COntext variables
DECLARE @valuation_temp float,
@investment float,
@event_date date
select @valuation_temp = ValuationTemp,
@event_date = payment_events.DatePay
from payment_events where ID = @pe_id
select @investment = SUM(ISNULL( new_invest_amount, 0) + ISNULL( Reinvestamount, Amount) ) from user_payments where PaymentEventID = @pe_id
if @reinv IS NULL OR @paid_amount IS NULL OR @reinv + @paid_amount <> @total_amount
BEGIN
if @paid_amount IS NULL and @reinv IS NULL
SET @reinv = @total_amount
if @reinv IS NULL and @paid_amount IS NOT NULL
SET @reinv = @total_amount - @paid_amount
IF (@reinv + @paid_amount > @total_amount ) OR (@reinv = 0 AND @paid_amount = 0)
SET @reinv = @total_amount
SET @paid_amount = @total_amount - @reinv
END
update user_payments set ReinvestAmount = @reinv, PaidAmount = @paid_amount where ID = @UserPaymentID
-- Let's add appropriate records into the events
-- If there is a reinvestment, log it as a comment
if @reinv > 0
INSERT into user_events (UserID, CompanyID, EventDate, Comment, money_note, PaymentEventID ) VALUES
(@uid, @cid, @event_date, 'Payment Distribution / Reinvested: $' + CAST( @reinv as VARCHAR(20)), @reinv, @pe_id )
-- If investment is happening without penalty (at current valuation), then just add it
-- for both, the penalty (amount is amount / new valuation) * old valuation
-- SET @new_investment_full = @new_investment / (@valuation_temp + @investment) * @valuation
-- SET @paid_amount_full = @paid_amount / (@valuation_temp + @investment) * @valuation
-- SET @new_investment_full = ISNULL( @new_investment_full, @new_investment )
-- SET @paid_amount_full = ISNULL( @paid_amount_full, @paid_amount )
if @new_investment > 0
INSERT into user_events (UserID, CompanyID, EventDate, Comment, money_transfer, PaymentEventID ) VALUES
(@uid, @cid, @event_date, 'New Capital Investmentof $' + CAST( @new_investment AS VARCHAR(20)), @new_investment, @pe_id )
-- (@uid, @cid, @event_date, 'New Capital Investment of $' + CAST( @new_investment AS VARCHAR(20)) + ISNULL( ' at valuation of $' + CAST( @valuation_temp AS VARCHAR(20)), '' ), @new_investment_full, @pe_id, @new_investment )
if @paid_amount > 0
INSERT into user_events (UserID, CompanyID, EventDate, Comment, money_transfer, PaymentEventID ) VALUES
(@uid, @cid, @event_date, 'Distribution Taken of $' + CAST( @paid_amount AS VARCHAR(20)), 0 - @paid_amount, @pe_id )
-- (@uid, @cid, @event_date, 'Distribution Taken of $' + CAST( @paid_amount AS VARCHAR(20)) + ISNULL( ' at valuation of $' + CAST( @valuation_temp AS VARCHAR(20)), '' ), 0 - @paid_amount_full, @pe_id, @paid_amount )
Update user_payments set DatePaidOut = GETDATE() where ID = @UserPaymentID
END
GO
ALTER VIEW [dbo].[View_UserEventHistory]
AS
SELECT e.EventID, CASE WHEN l.Name IS NOT NULL THEN '' + l.Name WHEN e.FLevelID IS NOT NULL THEN CASE WHEN FLevelID = - 2 THEN '---Throttle: No Change' ELSE '---Throttle: ' + f.Name END WHEN e.PLevelID IS NOT NULL
AND e.PLevelID > 0 AND e.is_core = 1 THEN '-----' + p.Name + ' (Core)' WHEN e.PLevelID IS NOT NULL AND e.PLevelID > 0 THEN '-----' + p.Name WHEN e.LongCycleMultiplier IS NOT NULL
THEN '-----Long Cycle:' + FORMAT(e.LongCycleMultiplier, 'N') WHEN Money_Transfer IS NOT NULL AND Impact_onetime IS NOT NULL THEN 'Impact / Cash' WHEN Money_Transfer IS NOT NULL AND valuation IS NULL
THEN 'Investment: $' + Format(Money_Transfer, 'N') WHEN Money_Transfer IS NOT NULL AND valuation IS NOT NULL THEN 'Investment (w/ penalty): $' + Format(Money_Transfer, 'N') WHEN Impact_onetime IS NOT NULL
THEN 'One-time Impact: $' + Format(Impact_onetime, 'N') ELSE 'Comment' END AS Event, e.UserID, e.CompanyID, e.EventDate, e.Comment, e.LongCycleMultiplier, CASE WHEN p.Name IS NOT NULL
THEN p.Name ELSE '' END AS Evaluation, CASE WHEN p.Name IS NOT NULL AND e.FLevelID IS NOT NULL THEN p.Name ELSE '' END AS Throttle, l.Name AS [Level], l.[Level] AS LevelValue, e.T_to_saturation, l.LevelID,
p.PLevelID, p.PLevel, p.Name AS PName, REPLACE(REPLACE(CASE WHEN LEN(e.Comment) > 50 THEN LEFT(e.Comment, 50) + '...' ELSE e.Comment END, CHAR(10), '<BR/>'), ' ', '  ') AS HTML_Comment_Limited,
REPLACE(e.Comment, ' ', '  ') AS HTML_Comment, e.money_transfer, e.Impact_onetime, CASE WHEN l.Name IS NOT NULL THEN '#fff' WHEN e.FLevelID IS NOT NULL THEN '#FFE' WHEN e.PLevelID IS NOT NULL
AND e.PLevelID > 0 THEN '#CEF' WHEN e.LongCycleMultiplier IS NOT NULL THEN '#CBF' WHEN Money_Transfer IS NOT NULL THEN '#D7D700' WHEN Impact_onetime IS NOT NULL
THEN '#FFE5B4' ELSE '#EEE' END AS BG_Color, e.is_core, e.FLevelID, e.FilledOutLate, e.TimeSpent, dbo.user_events_cache.Level_Potential, dbo.user_events_cache.LevelGrowthPerHour,
dbo.user_events_cache.LevelDecayPerDay, dbo.user_events_cache.RiskMultiplier, dbo.user_events_cache.LongCycleMultiplier AS Expr1, dbo.user_events_cache.[Level] AS Expr2, dbo.user_events_cache.PLevel_Backward,
dbo.user_events_cache.Effective_LevelID, dbo.user_events_cache.T_to_saturation AS Expr3, dbo.user_events_cache.Impact_w_risk, dbo.user_events_cache.Impact_flat, dbo.user_events_cache.Impact_per_hour,
dbo.user_events_cache.ImpactPerHour_start, dbo.user_events_cache.ImpactPerHour_end, dbo.user_events_cache.Impact_w_long_cycle, dbo.user_events_cache.Impact_w_long_cycle_risk,
dbo.user_events_cache.Impact_money_flat, dbo.user_events_cache.Impact_money_w_risk, e.reset_potential, dbo.user_events_cache.Impact_Net_Labor, dbo.user_events_cache.Impact_Net_Capital,
dbo.user_events_cache.Impact_Net_Onetime, dbo.users.FullName, e.PaymentEventID, dbo.user_events_cache.impact_onetime_w_risk, ISNULL(dbo.user_events_cache.Impact_w_long_cycle_risk, 0)
+ ISNULL(dbo.user_events_cache.Impact_money_w_risk, 0) + ISNULL(dbo.user_events_cache.impact_onetime_w_risk, 0) AS ImpactChange
FROM dbo.users INNER JOIN
dbo.user_events_cache ON dbo.users.UserID = dbo.user_events_cache.UserID RIGHT OUTER JOIN
dbo.user_events AS e ON dbo.user_events_cache.EventID = e.EventID LEFT OUTER JOIN
dbo.user_levels AS l ON e.LevelID = l.LevelID LEFT OUTER JOIN
dbo.user_performance_levels AS p ON e.PLevelID = p.PLevelID LEFT OUTER JOIN
dbo.user_performance_levels AS f ON e.FLevelID = f.PLevelID
GO
/*
exec H_GenerateUserCache 3, 12, NULL
linear, setting data into user_events_cache without using segment-cache
*/
ALTER PROCEDURE [dbo].[ZH_GenerateUserCache_data]
-- Add the parameters for the stored procedure here
@user_id int,
@company_id int
--,@date_start datetime -- when @date_start is NULL, then generates only new data,
AS
BEGIN
-- DECLARE @user_id INT = 3,
-- @company_id INT = 10038
-------------------------------------------
-- Set Up the Cache -----------------------
-------------------------------------------
update user_to_company set calc_status = 'Started on ' + CAST( GETDATE() AS VARCHAR(MAX) ) where UserID = @user_id
-- Remove all relevant cache so that we can rebuild it
delete from user_events_cache where UserID = @user_id AND CompanyID = @company_id
-- add relevant events back in: Level events, Short-cycle Performance appraisals, long-cycle appraisals
insert into user_events_cache (
EventID, UserID, CompanyID, EventDate,
PLevel_Backward, PLevel_BackwardID,
impact_onetime_flat,
Impact_money_flat,
decay_potential, valuation, payout_amount, percentage )
Select
EventID,
@user_id,
@company_id,
EventDate,
upl.PLevel,
upl.PLevelID, -- impact through work
Impact_onetime, -- recognition of impact that is not cash
money_transfer, -- transfer of money
decay_potential,
up.ValuationTemp, -- The pre-money valuation is temporary valuation + amount paid out
up.Amount, -- the amount of payout
upi.Percentage -- Percentage ownership
from user_events ue
left join user_performance_levels upl on upl.PLevelID = ue.PLevelID
left join user_levels ul on ul.LevelID = ue.LevelID
left join payment_events up on up.ID = ue.PaymentEventID
left join user_payments upi on upi.PaymentEventID = up.ID and upi.UserID = ue.UserID
WHERE
ue.UserID = @user_id AND ue.CompanyID = @company_id AND
(ue.PLevelID > 0 OR ue.LevelID > 0 OR ue.LongCycleMultiplier IS NOT NULL OR ue.money_transfer IS NOT NULL OR ue.Impact_onetime IS NOT NULL )
-- Set levels
update user_events_cache
set
Level = ul.Level,
LevelID = ul.LevelID,
T_to_saturation = l.T_to_saturation
from user_events_cache e -- This can be done for all companies very fast
inner join
(select
EventDate as EventDate1, LEAD(EventDate) OVER( PARTITION BY UserID, CompanyID ORDER BY EventDate ASC ) as NextDate, *
from user_events where LevelID IS NOT NULL and LevelID > 0 ) l
on e.UserID = l.UserID and e.CompanyID = l.CompanyID
and l.EventDate <= e.EventDate
and (e.EventDate < l.NextDate or l.Nextdate IS NULL)
and Impact_money_flat IS NULL
and Impact_onetime_flat IS NULL
left join user_levels ul on ul.LevelID = l.LevelID
where e.UserID = @user_id and e.CompanyID = @company_id
--order by e.UserID, e.CompanyID, e.EventDate
-- set LongCycleMultiplier
update user_events_cache
set LongCycleMultiplier = ISNULL( l.LongCycleMultiplier, 1 ) -- Default Long-Cycle Multiplier
from user_events_cache e -- This can be done for all companies very fast
inner join
(select
EventDate as EventDate1, LEAD(EventDate) OVER( PARTITION BY UserID, CompanyID ORDER BY EventDate ASC ) as NextDate, *
from user_events where LongCycleMultiplier IS NOT NULL ) l
on e.UserID = l.UserID and e.CompanyID = l.CompanyID
and e.EventDate <= l.EventDate
and (e.EventDate < l.NextDate or l.Nextdate IS NULL)
where e.UserID = @user_id and e.CompanyID = @company_id
-- set Risk Multiplier
update user_events_cache
set RiskMultiplier = r.Multiplier
from user_events_cache c
inner join
(select
LEAD(Date) OVER( PARTITION BY CompanyID ORDER BY Date ASC ) AS Date_Next,
* from risk_multipliers where CompanyID = @company_id) r
on r.date <= c.EventDate and (c.EventDate < r.Date_Next or r.Date_Next IS NULL)
where c.UserID = @user_id and c.CompanyID = @company_id
-- Update what we can set-based
update user_events_cache
set
--LevelGrowthPerHour = Level / (T_to_saturation * 8),
--LevelDecayPerDay = -1 * Level * (1 - ISNULL( PLevel_Backward, 1 ) ) / (T_to_saturation),
Impact_money_w_risk = Impact_money_flat * ISNULL( RiskMultiplier, 1),
Impact_onetime_w_risk = Impact_onetime_flat * ISNULL( RiskMultiplier, 1)
where UserID = @user_id and CompanyID = @company_id
-------------------------------------------
-- Do Sequestial Calculations -------------
-------------------------------------------
-- Set up Aggregatation Variables
DECLARE @Impact_Net_Labor money = 0
,@Impact_Net_Labor_NoRisk money = 0
,@Impact_Net_Onetime money = 0
,@Impact_Net_Onetime_NoRisk money = 0
,@Impact_Net_Capital money = 0
,@Impact_Net_Capital_NoRisk money = 0
-- Set up our cursor to iterate
/*
DECLARE potential_cursor CURSOR
FOR select
c.EventID,
Level,
c.EventDate,
dbo.GetAt_T_to_Saturation( @user_id, @company_id, c.EventDate), --.T_to_saturation,
Level_Potential,
ISNULL( c.PLevel_Backward, 1),
ISNULL( is_core, 0 ),
ISNULL( FilledOutLate, 0 ) as is_late,
ISNULL( TimeSpent, 0 ),
ISNULL (c.LongCycleMultiplier, 1 ),
reset_potential,
decay_potential,
valuation
from user_events_cache c
inner join user_events e on e.EventID = c.EventID
where c.UserID = @user_id and c.CompanyID = @company_id order by c.EventDate ASC, c.EventID ASC
OPEN potential_cursor
*/
DECLARE @Impact_per_hour_start float = NULL,
@Impact_per_hour_end float = NULL,
@EventID int,
@Level float,
@EventDate date,
@T_to_saturation float,
@PotentialChange float,
@Level_Potential float,
@PLevel_Backward float,
@is_core bit,
@is_late bit,
@TimeSpent float,
@LongCycleMultiplier float,
@reset_potential bit, -- when true, the potential is reset on this date as if a person just started
@decay_potential bit, -- when true, the potential decays if it's zero
@valuation money,
@payout_amount money
DECLARE @event_table TABLE (
EventID bigint,
EventDate datetime
)
-- get all cycles to process
INSERT INTO @event_table
select EventID, EventDate from user_events_cache where UserID = @user_id and CompanyID = @company_id
-- Get first record
SELECT top 1 @EventID = EventID from @event_table ORDER BY EventDate ASC, EventID DESC
-- Get the Starting Position
SELECT
@Level = Level,
@EventDate = c.EventDate,
@T_to_saturation = dbo.GetAt_T_to_Saturation( @user_id, @company_id, c.EventDate), --.T_to_saturation,
@Level_Potential = Level_Potential,
@PLevel_Backward = ISNULL( PLevel_Backward, 1),
@is_core = ISNULL( is_core, 0 ),
@is_late = ISNULL( FilledOutLate, 0 ),
@TimeSpent = ISNULL( TimeSpent, 0 ),
@LongCycleMultiplier = ISNULL (c.LongCycleMultiplier, 1 ),
@reset_potential = reset_potential,
@decay_potential = decay_potential,
@valuation = valuation, -- temporary valuation
@payout_amount = ISNULL( payout_amount, 0 )
FROM user_events_cache c
inner join user_events e on e.EventID = c.EventID
where c.EventID = @EventID
/*FETCH NEXT FROM potential_cursor
INTO
@EventID,
@Level,
@EventDate,
@T_to_saturation,
@Level_Potential,
@PLevel_Backward,
@is_core,
@is_late,
@TimeSpent,
@LongCycleMultiplier,
@reset_potential,
@decay_potential,
@valuation;
*/
DECLARE @L_goal float = 0,
@impact_flat float = 0,
@Impact_per_hour float = 0,
@cur_L_p float = @Level, -- start at the level where we started
@NumDays int,
@Date_last date,
@impact_money_at_valuation money
-- WHILE @@FETCH_STATUS = 0
WHILE @EventID IS NOT NULL
BEGIN
SET @Date_last = @EventDate
-- Reset potential?
IF @reset_potential = 1 OR
( @cur_L_p IS NULL and @Level IS NOT NULL) -- in case it was not yet set
SET @cur_L_p = @Level
-- Update the last record that we were on before moving next
update user_events_cache
SET
Level_Potential = @cur_L_p
,Impact_per_hour = @Impact_per_hour
,Impact_flat = @impact_flat
,Impact_w_risk = @impact_flat * ISNULL( RiskMultiplier, 1 )
,Impact_w_long_cycle = @impact_flat * @LongCycleMultiplier
,Impact_w_long_cycle_risk = @impact_flat * @LongCycleMultiplier * ISNULL( RiskMultiplier, 1 )
,ImpactPerHour_start = @Impact_per_hour_start
,ImpactPerHour_end = @Impact_per_hour_end
-- Done above as a table
-- ,Impact_money_w_risk = Impact_money_flat * ISNULL( RiskMultiplier, 1 )
-- ,Impact_onetime_w_risk = Impact_onetime_flat * ISNULL( RiskMultiplier, 1 )
where EventID = @EventID
--WHERE CURRENT OF potential_cursor
-- adjustment of money, if it's no a valuation
if @valuation > 0
BEGIN
SELECT * from user_events_cache Where EventID = @EventID
update user_events_cache
SET Impact_money_w_risk =
(@Impact_Net_Labor + @Impact_Net_Onetime + @Impact_Net_Capital) / ( percentage / 100 ) *
impact_money_flat / (@valuation + @payout_amount)
where EventID = @EventID
SELECT @impact_money_at_valuation = Impact_money_w_risk
from user_events_cache
Where EventID = @EventID
update user_events
set Comment = CONCAT( 'Payout of $', FORMAT( money_transfer, 'N' ),
' at pre-money valuation of $', FORMAT( @valuation, 'N' ),
' with total amount paid out at $', FORMAT( @payout_amount, 'N' ),
' resulting in change of $', FORMAT( @impact_money_at_valuation , 'N' ),
'<br/>',
'<hr/>',
'<br/>',
'(Current Total Impact) / (percentage), gives us Valuation, which we multiply by the amount of money / (Pre-money valuation + payout amount)',
'<br/>',
'(', @Impact_Net_Labor,' + ', @Impact_Net_Onetime,' + ', @Impact_Net_Capital, ') / ( ', c.percentage, ' / 100 ) * ',
c.impact_money_flat, ' / (', @valuation,' + ', @payout_amount,')' --- it may be better to use amount reinvested rather than payout amount
)
from user_events
inner join user_events_cache c on c.EventID = user_events.EventID
Where user_events.EventID = @EventID
END
-- Update Aggregates
SELECT
@Impact_Net_Labor = @Impact_Net_Labor + ISNULL( Impact_w_long_cycle_risk, 0 )
,@Impact_Net_Labor_NoRisk = @Impact_Net_Labor_NoRisk + ISNULL( Impact_w_long_cycle, 0 )
,@Impact_Net_Onetime = @Impact_Net_Onetime + ISNULL( impact_onetime_flat, 0 )
,@Impact_Net_Onetime_NoRisk = @Impact_Net_Onetime_NoRisk + ISNULL( impact_onetime_w_risk, 0 )
,@Impact_Net_Capital = @Impact_Net_Capital + ISNULL( Impact_money_w_risk, 0 )
,@Impact_Net_Capital_NoRisk = @Impact_Net_Capital_NoRisk + ISNULL( impact_money_flat, 0 )
FROM user_events_cache
WHERE EventID = @EventID
update user_events_cache SET
Impact_Net_Labor = @Impact_Net_Labor
,Impact_Net_Labor_NoRisk = @Impact_Net_Labor_NoRisk
,Impact_Net_Onetime = @Impact_Net_Onetime
,Impact_Net_Onetime_NoRisk = @Impact_Net_Onetime_NoRisk
,Impact_Net_Capital = @Impact_Net_Capital
,Impact_Net_Capital_NoRisk = @Impact_Net_Capital_NoRisk
where EventID = @EventID
-- Calculate Potential and Impact from Labor
-- Reset impact after loading
SET @impact_flat = 0
-- Lets get the next item to work with
/* FETCH NEXT FROM potential_cursor
INTO
@EventID, @Level, @EventDate, @T_to_saturation, @Level_Potential, @PLevel_Backward, @is_core, @is_late, @TimeSpent, @LongCycleMultiplier, @reset_potential, @decay_potential, @valuation;
*/
-- GET THE NEXT RECORD TO WORK WITH
DELETE from @event_table where EventID = @EventID
SET @EventID = NULL
SELECT top 1 @EventID = EventID from @event_table ORDER BY EventDate ASC, EventID DESC
SELECT
@Level = Level,
@EventDate = c.EventDate,
@T_to_saturation = dbo.GetAt_T_to_Saturation( @user_id, @company_id, c.EventDate), --.T_to_saturation,
@Level_Potential = Level_Potential,
@PLevel_Backward = ISNULL( PLevel_Backward, 1),
@is_core = ISNULL( is_core, 0 ),
@is_late = ISNULL( FilledOutLate, 0 ),
@TimeSpent = ISNULL( TimeSpent, 0 ),
@LongCycleMultiplier = ISNULL (c.LongCycleMultiplier, 1 ),
@reset_potential = reset_potential,
@decay_potential = decay_potential,
@valuation = valuation, -- temporary valuation
@payout_amount = ISNULL( payout_amount, 0 )
FROM user_events_cache c
inner join user_events e on e.EventID = c.EventID
where c.EventID = @EventID
SET @NumDays = DATEDIFF( "D", @Date_last, @EventDate )
DECLARE @L_base float
SET @L_base = @Level
if @is_core = 1 SET @L_base = @L_base * 1.25
SET @L_goal = @L_base * @PLevel_Backward
if @is_late = 1 SET @L_goal = @L_goal * 0.9
Set @PotentialChange = @L_base * 0.025 -- BASE change is 2.5% of base level
DECLARE @dir int = 0 , @new_dir int = 0
IF (@L_goal - @cur_L_p) <> 0
SET @dir = (@L_goal - @cur_L_p) / ABS( @L_goal - @cur_L_p)
-- Check if there is a need to adjust
IF (@L_goal <> @cur_L_p)
BEGIN
-- If we are at expectation, restore towards base level
if @PLevel_Backward = 1
BEGIN
Set @PotentialChange = @PotentialChange / 1.5 -- we grow back at slightly slower than we grow
SET @cur_L_p = @cur_L_p + @PotentialChange * @dir
END
-- If there is a performance adjustment or we should decay to 0
ELSE IF (@L_goal > 0 OR @decay_potential = 1)
BEGIN
Set @PotentialChange = @PotentialChange *
(abs(@PLevel_Backward - 1) / 0.25) -- scale potential to level of performance
SET @cur_L_p = @cur_L_p + @PotentialChange * @dir
END
-- check if we have changed direction and overshot our goal level
SET @new_dir = 0
IF (@L_goal - @cur_L_p) <> 0
SET @new_dir = (@L_goal - @cur_L_p) / ABS( @L_goal - @cur_L_p)
if @new_dir <> @dir
SET @cur_L_p = @L_goal
END
--- Impact Calculation
-- if @L_goal is 0, that means no work was done. So there should be no changes to start and end
if @L_goal > 0
BEGIN
SET @Impact_per_hour_start = @Impact_per_hour_end
SET @Impact_per_hour_end = @cur_L_p / .208 * @PLevel_Backward -- $10,000 per level / 52 weeks / 40 hours per week = .208
if @Impact_per_hour_start IS NULL --
SET @Impact_per_hour_start = @Impact_per_hour_end
SET @Impact_per_hour = (@Impact_per_hour_start + @Impact_per_hour_end) / 2
if @is_core = 1 SET @Impact_per_hour = @Impact_per_hour * 1.25
if @is_late = 1 SET @Impact_per_hour = @Impact_per_hour * 0.9
--PRINT 'TIME: ' + CAST( @TimeSpent AS VARCHAR(10) )
SET @impact_flat = @Impact_per_hour * ISNULL( @TimeSpent, 0 )
--PRINT 'Impact: ' + CAST( @impact_flat AS VARCHAR(10) )
END
END
/* CLOSE potential_cursor
DEALLOCATE potential_cursor */
update user_to_company set calc_status = 'OK' where UserID = @user_id
-- Added above into sequential operation
/*
update user_events_cache
SET Impact_money_w_risk = Impact_money_flat * ISNULL( RiskMultiplier, 1 ),
Impact_onetime_w_risk = Impact_onetime_flat * ISNULL( RiskMultiplier, 1 )
where UserID = @user_id and CompanyID = @company_id
*/
-- Moved into sequential, since percentage adjustment will influence this
/*
DECLARE @t_sum TABLE
(
EventID bigint,
EventDate date,
Impact_Net_Labor float,
Impact_Net_Onetime float,
Impact_Net_Capital float,
Impact_Net_Labor_NoRisk float,
Impact_Net_Onetime_NoRisk float,
Impact_Net_Capital_NoRisk float
)
DECLARE @temp_t_work TABLE
(
EventID bigint,
EventDate date,
Impact_flat float,
Impact_w_long_cycle_risk float,
Impact_Onetime_flat float,
Impact_Onetime_Risk_Adjusted float,
Impact_Money float,
Impact_money_w_risk float
)
insert into @temp_t_work
select EventID, EventDate, Impact_flat, Impact_w_long_cycle_risk, Impact_Onetime_flat, Impact_onetime_w_risk, Impact_Money_Flat, Impact_money_w_risk
from user_events_cache
where UserID = @user_id and CompanyID = @company_id
insert into @t_sum (EventID, EventDate, Impact_Net_Labor_NoRisk, Impact_Net_Labor, Impact_Net_Onetime_NoRisk, Impact_Net_Onetime, Impact_Net_Capital_NoRisk, Impact_Net_Capital )
(select EventID, EventDate
-- Impact_Net_Labor_NoRisk
, sum( ISNULL( Impact_flat, 0 ) ) over (
--partition by UserID
order by EventDate, EventID DESC rows unbounded preceding) as Impact_Net_Labor_NoRisk
-- Impact_Net_Labor
, sum( ISNULL( Impact_w_long_cycle_risk, 0 ) ) over (
--partition by UserID
order by EventDate, EventID DESC rows unbounded preceding) as Impact_Net_Labor
-- Impact_Net_Onetime_NoRisk
, sum( ISNULL( Impact_Onetime_flat, 0 ) ) over (
--partition by UserID
order by EventDate, EventID DESC rows unbounded preceding) as Impact_Net_Onetime_NoRisk
-- Impact_Net_Onetime
, sum( ISNULL( Impact_Onetime_Risk_Adjusted, 0 ) ) over (
--partition by UserID
order by EventDate, EventID DESC rows unbounded preceding) as Impact_Net_Onetime
-- Impact_Net_Capital_NoRisk
, sum( ISNULL( Impact_Money, 0 ) ) over (
--partition by UserID
order by EventDate, EventID DESC rows unbounded preceding) as Impact_Net_Capital_NoRisk
-- Impact_Net_Capital
, sum( ISNULL( Impact_money_w_risk, 0 ) ) over (
--partition by UserID
order by EventDate, EventID DESC rows unbounded preceding) as Impact_Net_Capital
from @temp_t_work )
-- Update totals
;with cteRowNumber as (
select EventDate, EventID
,Impact_Net_Labor
,Impact_Net_Labor_NoRisk
,Impact_Net_Onetime
,Impact_Net_Onetime_NoRisk
,Impact_Net_Capital
,Impact_Net_Capital_NoRisk
, row_number() over(partition by EventDate order by EventDate asc, EventID asc) as RowNum
from @t_sum
)
update user_events_cache
set
Impact_Net_Labor = s.Impact_Net_Labor,
Impact_Net_Labor_NoRisk = s.Impact_Net_Labor_NoRisk,
Impact_Net_Onetime = s.Impact_Net_Onetime,
Impact_Net_Onetime_NoRisk = s.Impact_Net_Onetime_NoRisk,
Impact_Net_Capital = s.Impact_Net_Capital,
Impact_Net_Capital_NoRisk = s.Impact_Net_Capital_NoRisk
from user_events_cache t inner join
(
select
EventDate
,Impact_Net_Labor
,Impact_Net_Labor_NoRisk
,Impact_Net_Onetime
,Impact_Net_Onetime_NoRisk
,Impact_Net_Capital
,Impact_Net_Capital_NoRisk
from cteRowNumber
where RowNum = 1
) s on t.EventDate = s.EventDate and t.UserID = @user_id and t.CompanyID = @company_id
*/
SET NOCOUNT ON;
END_EXECUTION:
END
GO
---
alter table transactions
add UserID bigint,
CreatedDate datetime,
EventDate datetime
GO
CREATE VIEW [dbo].[View_Transactions]
AS
SELECT dbo.transactions.TransactionID, dbo.transactions.UserID_From, dbo.transactions.UserID_To, dbo.transactions.Amount, dbo.transactions.Comment, dbo.transactions.DateStarted, dbo.transactions.ApprovedFrom,
dbo.transactions.ApprovedTo, dbo.transactions.UserID, dbo.transactions.EventDate, user_to.FullName AS FullName_To, user_from.FullName AS FullName_From
FROM dbo.transactions INNER JOIN
dbo.users AS user_from ON dbo.transactions.UserID_From = user_from.UserID INNER JOIN
dbo.users AS user_to ON dbo.transactions.UserID_To = user_to.UserID
GO
ALTER VIEW [dbo].[View_UserEventHistory] AS
SELECT e.EventID,
CASE
WHEN l.Name IS NOT NULL THEN '' + l.Name
WHEN e.FLevelID IS NOT NULL THEN
CASE
WHEN FLevelID = - 2 THEN '---Throttle: No Change'
ELSE '---Throttle: ' + f.Name
END
WHEN e.PLevelID IS NOT NULL AND e.PLevelID > 0 THEN
CASE
WHEN e.is_core = 1 THEN '-----' + p.Name + ' (Core)'
ELSE '-----' + p.Name
END
WHEN e.LongCycleMultiplier IS NOT NULL THEN '-----Long Cycle:' + FORMAT(e.LongCycleMultiplier, 'N')
WHEN Money_Transfer IS NOT NULL THEN
CASE
WHEN Impact_onetime IS NOT NULL THEN 'Impact / Cash'
WHEN t.TransactionID IS NOT NULL THEN CONCAT( 'Transfer:', t.FullName_From, ' > ', t.FullName_To )
WHEN valuation IS NOT NULL THEN 'Investment (w/ penalty): $' + Format(Money_Transfer, 'N')
WHEN valuation IS NULL THEN 'Investment: $' + Format(Money_Transfer, 'N')
END
WHEN Impact_onetime IS NOT NULL THEN 'One-time Impact: $' + Format(Impact_onetime, 'N')
ELSE 'Comment'
END AS Event,
e.UserID,
e.CompanyID,
e.EventDate,
e.Comment,
e.LongCycleMultiplier,
CASE
WHEN p.Name IS NOT NULL THEN p.Name
ELSE ''
END AS Evaluation,
CASE
WHEN p.Name IS NOT NULL
AND e.FLevelID IS NOT NULL THEN p.Name
ELSE ''
END AS Throttle,
l.Name AS [Level],
l.[Level] AS LevelValue,
e.T_to_saturation,
l.LevelID,
p.PLevelID,
p.PLevel,
p.Name AS PName,
REPLACE(
REPLACE(
CASE
WHEN LEN(e.Comment) > 50 THEN LEFT(e.Comment, 50) + '...'
ELSE e.Comment
END,
CHAR(10),
'<BR/>'
),
' ',
'  '
) AS HTML_Comment_Limited,
REPLACE(e.Comment, ' ', '  ') AS HTML_Comment,
e.money_transfer,
e.Impact_onetime,
CASE
WHEN l.Name IS NOT NULL THEN '#fff'
WHEN e.FLevelID IS NOT NULL THEN '#FFE'
WHEN e.PLevelID IS NOT NULL
AND e.PLevelID > 0 THEN '#CEF'
WHEN e.LongCycleMultiplier IS NOT NULL THEN '#CBF'
WHEN Money_Transfer IS NOT NULL THEN '#D7D700'
WHEN Impact_onetime IS NOT NULL THEN '#FFE5B4'
ELSE '#EEE'
END AS BG_Color,
e.is_core,
e.FLevelID,
e.FilledOutLate,
e.TimeSpent,
dbo.user_events_cache.Level_Potential,
dbo.user_events_cache.LevelGrowthPerHour,
dbo.user_events_cache.LevelDecayPerDay,
dbo.user_events_cache.RiskMultiplier,
dbo.user_events_cache.LongCycleMultiplier AS Expr1,
dbo.user_events_cache.[Level] AS Expr2,
dbo.user_events_cache.PLevel_Backward,
dbo.user_events_cache.Effective_LevelID,
dbo.user_events_cache.T_to_saturation AS Expr3,
dbo.user_events_cache.Impact_w_risk,
dbo.user_events_cache.Impact_flat,
dbo.user_events_cache.Impact_per_hour,
dbo.user_events_cache.ImpactPerHour_start,
dbo.user_events_cache.ImpactPerHour_end,
dbo.user_events_cache.Impact_w_long_cycle,
dbo.user_events_cache.Impact_w_long_cycle_risk,
dbo.user_events_cache.Impact_money_flat,
dbo.user_events_cache.Impact_money_w_risk,
e.reset_potential,
dbo.user_events_cache.Impact_Net_Labor,
dbo.user_events_cache.Impact_Net_Capital,
dbo.user_events_cache.Impact_Net_Onetime,
dbo.users.FullName,
e.PaymentEventID,
dbo.user_events_cache.impact_onetime_w_risk,
ISNULL(
dbo.user_events_cache.Impact_w_long_cycle_risk,
0
) + ISNULL(dbo.user_events_cache.Impact_money_w_risk, 0) + ISNULL(dbo.user_events_cache.impact_onetime_w_risk, 0) AS ImpactChange
FROM dbo.users
INNER JOIN dbo.user_events_cache ON dbo.users.UserID = dbo.user_events_cache.UserID
RIGHT OUTER JOIN dbo.user_events AS e ON dbo.user_events_cache.EventID = e.EventID
LEFT OUTER JOIN dbo.user_levels AS l ON e.LevelID = l.LevelID
LEFT OUTER JOIN dbo.user_performance_levels AS p ON e.PLevelID = p.PLevelID
LEFT OUTER JOIN dbo.user_performance_levels AS f ON e.FLevelID = f.PLevelID
LEFT OUTER JOIN dbo.View_Transactions t on t.TransactionID = e.TransactionID
GO
/*
exec H_GenerateUserCache 3, 12, NULL
linear, setting data into user_events_cache without using segment-cache
*/
ALTER PROCEDURE [dbo].[ZH_GenerateUserCache_data]
-- Add the parameters for the stored procedure here
@user_id int,
@company_id int
--,@date_start datetime -- when @date_start is NULL, then generates only new data,
AS
BEGIN
-- DECLARE @user_id INT = 3,
-- @company_id INT = 10038
-------------------------------------------
-- Set Up the Cache -----------------------
-------------------------------------------
update user_to_company set calc_status = 'Started on ' + CAST( GETDATE() AS VARCHAR(MAX) ) where UserID = @user_id
-- Remove all relevant cache so that we can rebuild it
delete from user_events_cache where UserID = @user_id AND CompanyID = @company_id
-- add relevant events back in: Level events, Short-cycle Performance appraisals, long-cycle appraisals
insert into user_events_cache (
EventID, UserID, CompanyID, EventDate,
PLevel_Backward, PLevel_BackwardID,
impact_onetime_flat,
Impact_money_flat,
decay_potential, valuation, payout_amount, percentage )
Select
EventID,
@user_id,
@company_id,
EventDate,
upl.PLevel,
upl.PLevelID, -- impact through work
Impact_onetime, -- recognition of impact that is not cash
money_transfer, -- transfer of money
decay_potential,
up.ValuationTemp, -- The pre-money valuation is temporary valuation + amount paid out
up.Amount, -- the amount of payout
upi.Percentage -- Percentage ownership
from user_events ue
left join user_performance_levels upl on upl.PLevelID = ue.PLevelID
left join user_levels ul on ul.LevelID = ue.LevelID
left join payment_events up on up.ID = ue.PaymentEventID
left join user_payments upi on upi.PaymentEventID = up.ID and upi.UserID = ue.UserID
WHERE
ue.UserID = @user_id AND ue.CompanyID = @company_id AND
(ue.PLevelID > 0 OR ue.LevelID > 0 OR ue.LongCycleMultiplier IS NOT NULL OR ue.money_transfer IS NOT NULL OR ue.Impact_onetime IS NOT NULL )
-- Set levels
update user_events_cache
set
Level = ul.Level,
LevelID = ul.LevelID,
T_to_saturation = l.T_to_saturation
from user_events_cache e -- This can be done for all companies very fast
inner join
(select
EventDate as EventDate1, LEAD(EventDate) OVER( PARTITION BY UserID, CompanyID ORDER BY EventDate ASC ) as NextDate, *
from user_events where LevelID IS NOT NULL and LevelID > 0 ) l
on e.UserID = l.UserID and e.CompanyID = l.CompanyID
and l.EventDate <= e.EventDate
and (e.EventDate < l.NextDate or l.Nextdate IS NULL)
and Impact_money_flat IS NULL
and Impact_onetime_flat IS NULL
left join user_levels ul on ul.LevelID = l.LevelID
where e.UserID = @user_id and e.CompanyID = @company_id
--order by e.UserID, e.CompanyID, e.EventDate
-- set LongCycleMultiplier
update user_events_cache
set LongCycleMultiplier = ISNULL( l.LongCycleMultiplier, 1 ) -- Default Long-Cycle Multiplier
from user_events_cache e -- This can be done for all companies very fast
inner join
(select
EventDate as EventDate1, LEAD(EventDate) OVER( PARTITION BY UserID, CompanyID ORDER BY EventDate ASC ) as NextDate, *
from user_events where LongCycleMultiplier IS NOT NULL ) l
on e.UserID = l.UserID and e.CompanyID = l.CompanyID
and e.EventDate <= l.EventDate
and (e.EventDate < l.NextDate or l.Nextdate IS NULL)
where e.UserID = @user_id and e.CompanyID = @company_id
-- set Risk Multiplier
update user_events_cache
set RiskMultiplier = r.Multiplier
from user_events_cache c
inner join
(select
LEAD(Date) OVER( PARTITION BY CompanyID ORDER BY Date ASC ) AS Date_Next,
* from risk_multipliers where CompanyID = @company_id) r
on r.date <= c.EventDate and (c.EventDate < r.Date_Next or r.Date_Next IS NULL)
where c.UserID = @user_id and c.CompanyID = @company_id
-- Update what we can set-based
update user_events_cache
set
--LevelGrowthPerHour = Level / (T_to_saturation * 8),
--LevelDecayPerDay = -1 * Level * (1 - ISNULL( PLevel_Backward, 1 ) ) / (T_to_saturation),
Impact_money_w_risk = Impact_money_flat * ISNULL( RiskMultiplier, 1),
Impact_onetime_w_risk = Impact_onetime_flat * ISNULL( RiskMultiplier, 1)
where UserID = @user_id and CompanyID = @company_id
-------------------------------------------
-- Do Sequestial Calculations -------------
-------------------------------------------
-- Set up Aggregatation Variables
DECLARE @Impact_Net_Labor money = 0
,@Impact_Net_Labor_NoRisk money = 0
,@Impact_Net_Onetime money = 0
,@Impact_Net_Onetime_NoRisk money = 0
,@Impact_Net_Capital money = 0
,@Impact_Net_Capital_NoRisk money = 0
-- Set up our cursor to iterate
/*
DECLARE potential_cursor CURSOR
FOR select
c.EventID,
Level,
c.EventDate,
dbo.GetAt_T_to_Saturation( @user_id, @company_id, c.EventDate), --.T_to_saturation,
Level_Potential,
ISNULL( c.PLevel_Backward, 1),
ISNULL( is_core, 0 ),
ISNULL( FilledOutLate, 0 ) as is_late,
ISNULL( TimeSpent, 0 ),
ISNULL (c.LongCycleMultiplier, 1 ),
reset_potential,
decay_potential,
valuation
from user_events_cache c
inner join user_events e on e.EventID = c.EventID
where c.UserID = @user_id and c.CompanyID = @company_id order by c.EventDate ASC, c.EventID ASC
OPEN potential_cursor
*/
DECLARE @Impact_per_hour_start float = NULL,
@Impact_per_hour_end float = NULL,
@EventID int,
@Level float,
@EventDate date,
@T_to_saturation float,
@PotentialChange float,
@Level_Potential float,
@PLevel_Backward float,
@is_core bit,
@is_late bit,
@TimeSpent float,
@LongCycleMultiplier float,
@reset_potential bit, -- when true, the potential is reset on this date as if a person just started
@decay_potential bit, -- when true, the potential decays if it's zero
@valuation money,
@payout_amount money
DECLARE @event_table TABLE (
EventID bigint,
EventDate datetime
)
-- get all cycles to process
INSERT INTO @event_table
select EventID, EventDate from user_events_cache where UserID = @user_id and CompanyID = @company_id
-- Get first record
SELECT top 1 @EventID = EventID from @event_table ORDER BY EventDate ASC, EventID DESC
-- Get the Starting Position
SELECT
@Level = Level,
@EventDate = c.EventDate,
@T_to_saturation = dbo.GetAt_T_to_Saturation( @user_id, @company_id, c.EventDate), --.T_to_saturation,
@Level_Potential = Level_Potential,
@PLevel_Backward = ISNULL( PLevel_Backward, 1),
@is_core = ISNULL( is_core, 0 ),
@is_late = ISNULL( FilledOutLate, 0 ),
@TimeSpent = ISNULL( TimeSpent, 0 ),
@LongCycleMultiplier = ISNULL (c.LongCycleMultiplier, 1 ),
@reset_potential = reset_potential,
@decay_potential = decay_potential,
@valuation = valuation, -- temporary valuation
@payout_amount = ISNULL( payout_amount, 0 )
FROM user_events_cache c
inner join user_events e on e.EventID = c.EventID
where c.EventID = @EventID
/*FETCH NEXT FROM potential_cursor
INTO
@EventID,
@Level,
@EventDate,
@T_to_saturation,
@Level_Potential,
@PLevel_Backward,
@is_core,
@is_late,
@TimeSpent,
@LongCycleMultiplier,