update to hold at last price, no drop

procs/single_price_call.ms.sql

@@ -548,7 +548,7 @@ BEGIN
 					-- Target Support Panel
 					SELECT
 						'Target Calculation' AS label,
-                        10                   AS detailLevel,
+                        5                   AS detailLevel,
 						(
 							SELECT * FROM (
 								SELECT
@@ -581,7 +581,7 @@ BEGIN
 	                              ----------------------label------------------------------------------------
 	                                'Target'      		AS label,
 	                              ----------------------detailLevel------------------------------------------
-	                                10            		AS detailLevel,
+	                                5            		AS detailLevel,
 	                              ----------------------value------------------------------------------------
 									tprice              AS value,
 	                              ----------------------type-------------------------------------------------

procs/single_price_call.pg.sql

@@ -384,8 +384,8 @@ BEGIN
         ,_approval_price
         ,_approval_reason
     FROM 
-        pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, .95, 1.0, 1.0) gl
-        CROSS JOIN pricequote.approval_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, .95, 1.0, 1.0) al;
+        pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, 1.0, 1.0, 1.0) gl
+        CROSS JOIN pricequote.approval_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, 1.0, 1.0, 1.0) al;
 
     ------------------------------------------------------------------
     -- Step 8: Build explanation JSON

tables/lastpricedetail.ms.sql

@@ -51,42 +51,50 @@ WITH base AS (
 ranked AS (
     SELECT
         b.*
-        -- Most recent sale
-        ,ROW_NUMBER() OVER (
+        -- Most recent sale (Actuals only)
+        ,CASE WHEN b.version = 'Actual' THEN
+          ROW_NUMBER() OVER (
             PARTITION BY b.customer, b.partgroup
-            ORDER BY CASE WHEN b.version = 'Actual' THEN b.odate ELSE NULL END DESC
-        ) AS rn_mrs
-        -- Most recent quote
-        ,ROW_NUMBER() OVER (
+            ORDER BY b.odate DESC
+          )
+        END AS rn_mrs
+        -- Most recent quote (Quotes only)
+        ,CASE WHEN b.version = 'Quotes' THEN
+          ROW_NUMBER() OVER (
             PARTITION BY b.customer, b.partgroup
-            ORDER BY CASE WHEN b.version = 'Quotes' THEN b.odate ELSE NULL END DESC
-        ) AS rn_mrq
-        -- Largest volume sale (last 12 months)
-        ,ROW_NUMBER() OVER (
+            ORDER BY b.odate DESC
+          )
+        END AS rn_mrq
+        -- Largest volume sale (Actuals only; last 12 months prioritized)
+        ,CASE WHEN b.version = 'Actual' THEN
+          ROW_NUMBER() OVER (
             PARTITION BY b.customer, b.partgroup
-            ORDER BY CASE 
-                WHEN b.version = 'Actual' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) 
-                    THEN b.qty ELSE NULL 
-            END DESC
-        ) AS rn_lvs
-        -- Largest volume quote (last 12 months)
-        ,ROW_NUMBER() OVER (
+            ORDER BY 
+              CASE WHEN b.version = 'Actual' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) THEN 1 ELSE 0 END DESC,
+              b.qty DESC
+          )
+        END AS rn_lvs
+        -- Largest volume quote (Quotes only; last 12 months prioritized)
+        ,CASE WHEN b.version = 'Quotes' THEN
+          ROW_NUMBER() OVER (
             PARTITION BY b.customer, b.partgroup
-            ORDER BY CASE 
-                WHEN b.version = 'Quotes' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) 
-                    THEN b.qty ELSE NULL 
-            END DESC
-        ) AS rn_lvq
-        -- Most recent sale per data segment
-        ,ROW_NUMBER() OVER (
+            ORDER BY 
+              CASE WHEN b.version = 'Quotes' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) THEN 1 ELSE 0 END DESC,
+              b.qty DESC
+          )
+        END AS rn_lvq
+        ,CASE WHEN b.version = 'Actual' THEN
+          ROW_NUMBER() OVER (
             PARTITION BY b.customer, b.partgroup, b.dataseg, b.version
-            ORDER BY CASE WHEN b.version = 'Actual' THEN b.odate ELSE NULL END DESC
-        ) AS rn_dss
-        -- Most recent quote per data segment
-        ,ROW_NUMBER() OVER (
+            ORDER BY b.odate DESC
+          )
+        END AS rn_dss
+        ,CASE WHEN b.version = 'Quotes' THEN
+          ROW_NUMBER() OVER (
             PARTITION BY b.customer, b.partgroup, b.dataseg, b.version
-            ORDER BY CASE WHEN b.version = 'Quotes' THEN b.odate ELSE NULL END DESC
-        ) AS rn_dsq
+            ORDER BY b.odate DESC
+          )
+        END AS rn_dsq
     FROM base b
 )
 --------------------------------------------------------------------------------
@@ -121,7 +129,7 @@ ON #flagged(customer, partgroup, dataseg, version, part, qty, price, odate, ordn
 -- Step 3.1: Explode all flags from the #flagged table
 WITH exploded_flags AS (
     SELECT 
-        customer, partgroup, part, dataseg, version, part, qty, price, odate, ordnum, quoten,
+        customer, partgroup, part, dataseg, version, qty, price, odate, ordnum, quoten,
         flag
     FROM #flagged
     CROSS APPLY (VALUES (f1), (f2), (f3), (f4), (f5), (f6)) AS f(flag)

tables/rebuild_targets.pg.sql

@@ -1,27 +1,28 @@
+CREATE OR REPLACE PROCEDURE pricequote.refresh_target_prices_base()
+LANGUAGE plpgsql
+AS $$
+BEGIN
+  DELETE FROM pricequote.target_prices_base;
 
-DELETE FROM pricequote.target_prices_base;
-
-WITH
-expand AS (
-SELECT
-    c.compset,
-    c.stlc,
-    c.floor,
-    b.ds,
-    b.chan,
-    b.tier,
-    b.vol,
-    b.val,
-    b.price,
-    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;
+  WITH expand AS (
+    SELECT
+      c.compset,
+      c.stlc,
+      c.floor,
+      b.ds,
+      b.chan,
+      b.tier,
+      b.vol,
+      b.val,
+      b.price,
+      b.math AS math
+    FROM pricequote.core_target c
+    LEFT JOIN LATERAL pricequote.build_pricing_path_base(
+      c.options || jsonb_build_object('entity','Anchor','attr',c.stlc,'val',c.floor,'func','Price')
+    ) AS b
+      ON b.lastflag
+  )
+  INSERT INTO pricequote.target_prices_base
+  SELECT * FROM expand;
+END;
+$$;