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Pricing Calculation & Applied Discounts Ledger #400

@mathrmartins

Description

@mathrmartins

Pricing Calculation & Applied Discounts Ledger

Request Type: New Feature

👤 User Story

As a billing administrator, I want a comprehensive pricing calculation and applied discounts ledger so that I can maintain accurate records of all pricing decisions, discount applications, and ensure transparent billing calculations.

Route URL

/api/billing/pricing-discounts-ledger

🚨 Problem Statement, Use Case, or Opportunity

Currently, there is no comprehensive ledger system that tracks pricing calculations and applied discounts in detail. This creates challenges in billing transparency, dispute resolution, and financial auditing, as there's no clear record of how final prices were calculated.

💡 Proposed Solution

Implement a comprehensive pricing calculation and applied discounts ledger with:

  • Detailed pricing calculation breakdown and methodology
  • Comprehensive discount tracking and application history
  • Real-time pricing calculation engine with audit trails
  • Discount stacking rules and conflict resolution
  • Integration with billing and invoicing systems
  • Financial reporting with detailed pricing analytics
  • Discount effectiveness analysis and ROI tracking
  • Automated pricing verification and validation

✅ Acceptance Criteria

  • Detailed pricing calculation breakdown with methodology
  • Comprehensive discount tracking and application history
  • Real-time pricing calculation with complete audit trails
  • Discount stacking rules and automatic conflict resolution
  • Integration with billing and invoicing for transparent calculations
  • Financial reporting dashboard with pricing analytics
  • Discount effectiveness analysis and ROI metrics
  • Automated pricing verification and validation system
  • API endpoints for pricing calculation and discount management
  • Unit tests covering all pricing scenarios and discount combinations

📈 Impact, Risks and Benefits

Benefits:

  • Enhanced billing transparency and customer trust
  • Improved dispute resolution with detailed calculation records
  • Better financial auditing and compliance capabilities
  • Data-driven discount strategy optimization

Risks:

  • Complex calculation logic leading to performance issues
  • Potential pricing errors from calculation mistakes
  • Customer confusion from overly complex pricing breakdowns
  • Compliance challenges with pricing record retention

Impact:

  • Critical for billing transparency and customer trust
  • High impact on financial auditing and compliance
  • Important for discount strategy optimization and analysis

📚 Context and Examples

Similar to how e-commerce platforms like Amazon, enterprise software like Salesforce, or billing platforms like Zuora provide detailed pricing breakdowns and discount tracking.

🔧 Technical Requirements

  • Backend/API changes required
  • Database schema changes required
  • Third-party integrations needed
  • Documentation updates needed
  • Tests must be written

🖇️ Related Issues

Related to billing calculations, discount management, financial reporting, and pricing strategy features.

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