expand core targets and populate

procs/lastprice_logic.ms.sql

@@ -15,7 +15,7 @@ RETURNS @result TABLE (
 )
 AS
 BEGIN
-	DECLARE @age_threshold DATE = DATEADD(year, -1, GETDATE());
+	DECLARE @age_threshold DATE = DATEADD(month, -18, GETDATE());
 
 	-- Extract all relevant objects from JSON
 	DECLARE @dsq NVARCHAR(MAX), @dss NVARCHAR(MAX), @mrq NVARCHAR(MAX), @mrs NVARCHAR(MAX);
@@ -51,39 +51,57 @@ BEGIN
 
 	-- Use the same selection logic as before
 	-- 1. Prefer the most recent of dss/dsq if either is within the age threshold
-	IF (@dsq_date IS NOT NULL AND @dsq_date > @age_threshold)
+	IF (@dss_date IS NOT NULL AND @dss_date > @age_threshold)
-		OR (@dss_date IS NOT NULL AND @dss_date > @age_threshold)
+    BEGIN
-	BEGIN
+        INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote, @dss_part);
-		IF @dsq_date IS NOT NULL AND (@dss_date IS NULL OR @dsq_date >= @dss_date) AND @dsq_date > @age_threshold
+        RETURN;
-			INSERT INTO @result VALUES (@dsq_price, 'dsq', @dsq_date, @dsq_qty, @dsq_dataseg, @dsq_ord, @dsq_quote, @dsq_part);
+    END
-		ELSE IF @dss_date IS NOT NULL AND @dss_date > @age_threshold
+	-- IF (@dsq_date IS NOT NULL AND @dsq_date > @age_threshold)
-			INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote, @dss_part);
+	-- 	OR (@dss_date IS NOT NULL AND @dss_date > @age_threshold)
-		RETURN;
+	-- BEGIN
-	END
+	-- 	IF @dsq_date IS NOT NULL AND (@dss_date IS NULL OR @dsq_date >= @dss_date) AND @dsq_date > @age_threshold
+	-- 		INSERT INTO @result VALUES (@dsq_price, 'dsq', @dsq_date, @dsq_qty, @dsq_dataseg, @dsq_ord, @dsq_quote, @dsq_part);
+	-- 	ELSE IF @dss_date IS NOT NULL AND @dss_date > @age_threshold
+	-- 		INSERT INTO @result VALUES (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote, @dss_part);
+	-- 	RETURN;
+	-- END
 
 	-- 2. If both dss/dsq are older than the threshold, use the most recent of mrs/mrq if either exists
-	IF (@mrq_date IS NOT NULL OR @mrs_date IS NOT NULL)
+    IF @mrs_date IS NOT NULL AND @mrs_date > @age_threshold
-	BEGIN
+    BEGIN
-		IF @mrq_date IS NOT NULL AND (@mrs_date IS NULL OR @mrq_date >= @mrs_date)
+        INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote, @mrs_part);
-			INSERT INTO @result VALUES (@mrq_price, 'mrq', @mrq_date, @mrq_qty, @mrq_dataseg, @mrq_ord, @mrq_quote, @mrq_part);
+        RETURN;
-		ELSE IF @mrs_date IS NOT NULL
+    END
-			INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote, @mrs_part);
+	-- IF (@mrq_date IS NOT NULL OR @mrs_date IS NOT NULL)
-		RETURN;
+	-- BEGIN
-	END
+	-- 	IF @mrq_date IS NOT NULL AND (@mrs_date IS NULL OR @mrq_date >= @mrs_date)
+	-- 		INSERT INTO @result VALUES (@mrq_price, 'mrq', @mrq_date, @mrq_qty, @mrq_dataseg, @mrq_ord, @mrq_quote, @mrq_part);
+	-- 	ELSE IF @mrs_date IS NOT NULL
+	-- 		INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote, @mrs_part);
+	-- 	RETURN;
+	-- END
 
 	-- 3. If all are at least as old as the threshold, pick the least oldest price available
-	DECLARE @best_price NUMERIC(20,5) = NULL, @best_source NVARCHAR(10) = NULL, @best_date DATE = NULL, @best_qty NUMERIC(20,5) = NULL, @best_dataseg NVARCHAR(100) = NULL, @best_ord NVARCHAR(20) = NULL, @best_quote NVARCHAR(20) = NULL, @best_part NVARCHAR(100) = NULL;
+	-- DECLARE 
-	IF @dsq_date IS NOT NULL
+	--        @best_price NUMERIC(20,5) = NULL
-		SELECT @best_price = @dsq_price, @best_source = 'dsq', @best_date = @dsq_date, @best_qty = @dsq_qty, @best_dataseg = @dsq_dataseg, @best_ord = @dsq_ord, @best_quote = @dsq_quote, @best_part = @dsq_part;
+	--        ,@best_source NVARCHAR(10) = NULL
-	IF @dss_date IS NOT NULL AND (@best_date IS NULL OR @dss_date > @best_date)
+	--        ,@best_date DATE = NULL
-		SELECT @best_price = @dss_price, @best_source = 'dss', @best_date = @dss_date, @best_qty = @dss_qty, @best_dataseg = @dss_dataseg, @best_ord = @dss_ord, @best_quote = @dss_quote, @best_part = @dss_part;
+	--        ,@best_qty NUMERIC(20,5) = NULL
-	IF @mrq_date IS NOT NULL AND (@best_date IS NULL OR @mrq_date > @best_date)
+	--        ,@best_dataseg NVARCHAR(100) = NULL
-		SELECT @best_price = @mrq_price, @best_source = 'mrq', @best_date = @mrq_date, @best_qty = @mrq_qty, @best_dataseg = @mrq_dataseg, @best_ord = @mrq_ord, @best_quote = @mrq_quote, @best_part = @mrq_part;
+	--        ,@best_ord NVARCHAR(20) = NULL
-	IF @mrs_date IS NOT NULL AND (@best_date IS NULL OR @mrs_date > @best_date)
+	--        ,@best_quote NVARCHAR(20) = NULL
-		SELECT @best_price = @mrs_price, @best_source = 'mrs', @best_date = @mrs_date, @best_qty = @mrs_qty, @best_dataseg = @mrs_dataseg, @best_ord = @mrs_ord, @best_quote = @mrs_quote, @best_part = @mrs_part;
+	--        ,@best_part NVARCHAR(100) = NULL;
+	-- IF @dsq_date IS NOT NULL
+	-- 	SELECT @best_price = @dsq_price, @best_source = 'dsq', @best_date = @dsq_date, @best_qty = @dsq_qty, @best_dataseg = @dsq_dataseg, @best_ord = @dsq_ord, @best_quote = @dsq_quote, @best_part = @dsq_part;
+	-- IF @dss_date IS NOT NULL AND (@best_date IS NULL OR @dss_date > @best_date)
+	-- 	SELECT @best_price = @dss_price, @best_source = 'dss', @best_date = @dss_date, @best_qty = @dss_qty, @best_dataseg = @dss_dataseg, @best_ord = @dss_ord, @best_quote = @dss_quote, @best_part = @dss_part;
+	-- IF @mrq_date IS NOT NULL AND (@best_date IS NULL OR @mrq_date > @best_date)
+	-- 	SELECT @best_price = @mrq_price, @best_source = 'mrq', @best_date = @mrq_date, @best_qty = @mrq_qty, @best_dataseg = @mrq_dataseg, @best_ord = @mrq_ord, @best_quote = @mrq_quote, @best_part = @mrq_part;
+	-- IF @mrs_date IS NOT NULL AND (@best_date IS NULL OR @mrs_date > @best_date)
+	-- 	SELECT @best_price = @mrs_price, @best_source = 'mrs', @best_date = @mrs_date, @best_qty = @mrs_qty, @best_dataseg = @mrs_dataseg, @best_ord = @mrs_ord, @best_quote = @mrs_quote, @best_part = @mrs_part;
 
-	IF @best_price IS NOT NULL
+	-- IF @best_price IS NOT NULL
-		INSERT INTO @result VALUES (@best_price, @best_source, @best_date, @best_qty, @best_dataseg, @best_ord, @best_quote, @best_part);
+	-- 	INSERT INTO @result VALUES (@best_price, @best_source, @best_date, @best_qty, @best_dataseg, @best_ord, @best_quote, @best_part);
 
 	RETURN;
 END

procs/lastprice_logic.pg.sql

@@ -12,7 +12,7 @@ DECLARE
 BEGIN
     -- Central control for age threshold
     DECLARE
-        age_threshold INTERVAL := INTERVAL '1 year';
+        age_threshold INTERVAL := INTERVAL '18 months';
         dsq_date DATE := NULL;
         dss_date DATE := NULL;
         mrq_date DATE := NULL;

tables/core_target.pg.sql

@@ -14,3 +14,28 @@ GRANT SELECT, INSERT, UPDATE, DELETE ON pricequote.target_prices TO PUBLIC;
 DROP TABLE IF EXISTS import.core_target;
 
 CREATE TABLE import.core_target AS (SELECT * FROM pricequote.core_target);
+
+WITH
+expand AS (
+SELECT
+    c.compset,
+    c.stlc,
+    c.floor,
+    b.ds,
+    b.chan,
+    b.tier,
+    b.vol,
+    b.val,
+    b.price,
+    json_pretty(to_json(b.math)) math
+FROM
+    pricequote.core_target c
+    LEFT JOIN LATERAL pricequote.build_pricing_path_base (options||jsonb_build_object('entity','Anchor','attr',c.stlc,'val',c.floor,'func','Price')) b ON b.lastflag
+)
+-- select count(*) from expand
+INSERT INTO 
+    pricequote.target_prices_base
+SELECT  
+    *
+FROM 
+    expand

ui_schema.json

@@ -1,73 +1,75 @@
 {
   "details": [
     {
-      "label": "Model Inputs",
+      "label": "History",
+      "detailLevel": 10,
       "details": [
         {
-          "label": "Base Cost",
+          "label": "Last Quote",
-          "value": 1.22446,
+          "detailLevel": 10,
-          "type": "currency"
+          "value": 0.1012,
-        }
-      ]
-    },
-    {
-      "label": "Peer Target",
-      "details": [
-        {
-          "label": "Peer Median Margin",
-          "value": 36.873,
-          "type": "percent",
-          "note": "DIR|102 - HANGING POTS|110 - INJECTION|Tier 2"
-        }
-      ]
-    },
-    {
-      "label": "Target Support",
-      "detailLevel": 1,
-      "details": [
-        {
-          "label": "Tier 1 Truckload",
-          "value": 80,
           "type": "currency",
-          "note": "reviewed floor price"
+          "note": "XNS0T1G3G18B096 | Ord# 1008338 | 2025-06-12 | Qty 19,200"
-        },
-        {
-          "label": "Warehouse",
-          "value": 1.2,
-          "type": "percent"
         }
       ]
     },
     {
-      "label": "Factor Adjustment",
+      "label": "List",
+      "detailLevel": 10,
       "details": [
         {
-          "label": "Package UOM",
+          "label": "Code: GUAU",
-          "value": -0.01,
+          "detailLevel": 10,
-          "type": "percent"
+          "value": 0.11,
+          "type": "currency",
+          "note": "List Min Qty: 9,600"
+        }
+      ]
+    },
+    {
+      "label": "Target Calculation",
+      "detailLevel": 10,
+      "details": [
+        {
+          "label": "XNS0T1G3",
+          "detailLevel": 10,
+          "value": 0.08,
+          "type": "currency",
+          "note": "Base Floor"
         },
         {
-          "label": "# of Pallets",
+          "label": "Channel:WHS",
-          "value": 0.02,
+          "detailLevel": 10,
-          "type": "percent",
+          "value": 0.2,
-          "note": "0.03"
+          "type": "Percent",
+          "note": "Premium"
         },
         {
-          "label": "Urgency",
+          "label": "Volume:1-8",
-          "value": 0.03,
+          "detailLevel": 10,
-          "type": "percent",
+          "value": 0.1,
-          "note": "Top Priority"
+          "type": "Percent",
+          "note": "Premium"
         },
         {
-          "label": "State Adder/Subtractor",
+          "label": "Target",
-          "value": -0.02,
+          "detailLevel": 10,
-          "type": "percent",
+          "value": 0.1056,
-          "note": "OH"
+          "type": "currency",
-        },
+          "note": "Total"
+        }
+      ]
+    },
+    {
+      "label": "Guidance",
+      "detailLevel": 10,
+      "details": [
         {
-          "label": "Branding",
+          "label": "Price",
-          "value": 0,
+          "detailLevel": 10,
-          "type": "currency"
+          "value": 0.1012,
+          "type": "currency",
+          "note": "Using target price, capped to not exceed last price"
         }
       ]
     }