update to hold at last price, no drop

example_usage.pg.sql

@@ -1,5 +1,5 @@
  SELECT
- 	ui_json->'details'
+ 	ui_json->'data'
  FROM pricequote.single_price_call(
      'FARM0001',
      'KEYB0001',
@@ -7,39 +7,44 @@
      'v1:T..CSE..D',
      50000
  ) f;
---
+
--- SELECT
+ 
--- 	ui_json->'details'
+ SELECT
--- FROM pricequote.single_price_call(
+ 	*, ui_json->'data'
---     'FARM0001',
+ FROM pricequote.single_price_call(
---     'KEYB0001',
+     'BFGS0001',
---     'HZP3E103E21D050',
+     'SPRI0019',
---     'v1:C..BDL..',
+     'INT12040G18C100',
---     50000
+     'v1:B..CSE..',
--- ) f;
+     7037
---
+ ) f;
--- SELECT
+ 
--- 	ui_json
+
--- FROM pricequote.single_price_call(
+ SELECT
---     'BFGS0001',
+ 	*, ui_json->'data'
---     'BOBS0002',
+ FROM pricequote.single_price_call(
---     'HTI10754B12B024LXB04',
+     'BELL0039',
---     'v1:L.L.PLT..',
+     'BELL0039',
---     172000
+     'XNS0T1G3X19B096PZBND',
--- ) f;
+     'v1:L.P.PLT..',
---
+     82420
+ ) f;
+ 
+ SELECT * FROM rlarp.cust WHERE code = 'PACK0009'
+
 -- SELECT * FROM pricequote.lastpricedetail l WHERE customer = 'HYBELS' AND l.partgroup = 'HZP3E100';
 --
+ 
  SELECT
- 	pc.expl, pc.hist
+ 	q.billto, q.shipto, q.part, q.v1ds, q.units_each, pc.tprice, pc.tmath
  FROM
- 	pricequote.live_quotes
+ 	pricequote.live_quotes q
  	LEFT JOIN LATERAL pricequote.single_price_call(
  		billto, shipto, part, v1ds, units_each
  	) pc ON TRUE
  WHERE
- 	qid  = 113800
+ 	qid  = 113761
- 	AND qrn = 4;
+-- 	AND qrn = 4;
 
 create table pricequote.target_prices_base as (
 with

procs/approval_logic.ms.sql

@@ -0,0 +1,81 @@
+-- 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) = 0.95,
+    @cap_last_pct numeric(10,5) = 1.00,
+    @cap_list_pct numeric(10,5) = 1.00
+)
+RETURNS @ret TABLE (
+    approval_price  numeric(20,5),
+    approval_reason nvarchar(4000)
+)
+AS
+BEGIN
+    DECLARE
+        @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
+
+    -- 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, last, or list available');
+        RETURN;
+    END;
+
+    -- 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 
+        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;
+
+    IF @last_norm IS NOT NULL AND @after_floor > @base_price
+        SET @reason = N'Last price drop limit';
+
+    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;

procs/approval_logic.pg.sql

@@ -0,0 +1,72 @@
+CREATE OR REPLACE FUNCTION pricequote.approval_logic(
+    _target       numeric(20,5),
+    _last_norm    numeric(20,5),
+    _list_eff     numeric(20,5),
+    _last_date    date,
+    _floor_pct    numeric(10,5) DEFAULT 0.95,
+    _cap_last_pct numeric(10,5) DEFAULT 1.00,
+    _cap_list_pct numeric(10,5) DEFAULT 1.00
+)
+RETURNS TABLE (
+    approval_price numeric(20,5), 
+    approval_reason text
+)
+LANGUAGE plpgsql AS $$
+DECLARE
+    base_price     numeric(20,5);
+    after_floor    numeric(20,5);
+    after_cap_last numeric(20,5);
+    final_price    numeric(20,5);
+    reason         text := '';
+BEGIN
+
+    -- Early exit if nothing to work with
+    IF _target IS NULL AND _last_norm IS NULL AND _list_eff IS NULL THEN
+        RETURN QUERY SELECT NULL::numeric, 'No target, last, or list available';
+        RETURN;
+    END IF;
+
+    
+    -- Pick starting base price
+    base_price := COALESCE(_target, _last_norm, _list_eff);
+
+    -- Step 1: use base price unless it's more than x% below last price
+    after_floor := base_price;
+    IF _last_norm IS NOT NULL THEN
+        after_floor := GREATEST(base_price, ROUND(_last_norm*_floor_pct,5));
+    END IF;
+
+    -- Step 2: use price from previous step but don't allow it to be x% above last price
+    after_cap_last := after_floor;
+    IF _last_norm IS NOT NULL THEN
+        after_cap_last := LEAST(after_floor, ROUND(_last_norm*_cap_last_pct,5));
+    END IF;
+
+    -- cap to list (binds if it lowers price)
+    final_price := after_cap_last;
+    IF _list_eff IS NOT NULL THEN
+        final_price := LEAST(after_cap_last, ROUND(_list_eff*_cap_list_pct,5));
+    END IF;
+
+    -- Reason text
+    reason := 
+      CASE 
+        WHEN _target IS NOT NULL THEN 'Using target price'
+        WHEN _last_norm IS NOT NULL THEN 'Using last price as base'
+        WHEN _list_eff IS NOT NULL THEN 'Using list price as base'
+      END;
+
+    IF _last_norm IS NOT NULL AND after_floor > base_price THEN
+        reason := 'Last price drop limit';
+    END IF;
+
+    IF _last_norm IS NOT NULL AND after_cap_last < after_floor THEN
+        reason := 'Last price increase limit';
+    END IF;
+
+    IF _list_eff IS NOT NULL AND final_price < after_cap_last THEN
+        reason := 'List price ceiling';
+    END IF;
+
+    RETURN QUERY SELECT final_price, reason;
+END $$;

procs/guidance_logic.ms.sql

@@ -1,83 +1,61 @@
+-- CREATE OR ALTER FUNCTION pricing.guidance_logic;
+
 CREATE OR ALTER FUNCTION pricing.guidance_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,   -- e.g., 5%
+    @floor_pct    numeric(10,5) = 0.95,
-    @cap_last_pct numeric(10,5) = 1.00,   -- e.g., 100%
+    @cap_last_pct numeric(10,5) = 1.00,
     @cap_list_pct numeric(10,5) = 1.00
 )
-RETURNS TABLE
+RETURNS @ret TABLE (
-AS
+    guidance_price  numeric(20,5),
-RETURN
+    guidance_reason nvarchar(4000)
-WITH params AS (
-  SELECT
-    @target       AS base_price,
-    @last_norm    AS last_norm,
-    @list_eff     AS list_eff,
-    @floor_pct    AS floor_pct,
-    @cap_last_pct AS cap_last_pct,
-    -- HARD CEILING at list: clamp to <= 1.00 regardless of input
-    CASE WHEN @cap_list_pct IS NULL OR @cap_list_pct > 1 THEN 1.00 ELSE @cap_list_pct END AS eff_list_cap
-),
-step_floor AS (
-  SELECT
-    base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap,
-    CAST(
-      CASE
-        WHEN base_price IS NULL OR last_norm IS NULL OR floor_pct <= 0
-          THEN base_price
-        ELSE ROUND(IIF(base_price >= last_norm*(1-floor_pct), base_price, last_norm*(1-floor_pct)), 5)
-      END
-    AS numeric(20,5)) AS after_floor
-  FROM params
-),
-step_cap_last AS (
-  SELECT
-    base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap, after_floor,
-    CAST(
-      CASE
-        WHEN after_floor IS NULL OR last_norm IS NULL
-          THEN after_floor
-        ELSE ROUND(IIF(after_floor <= last_norm*cap_last_pct, after_floor, last_norm*cap_last_pct), 5)
-      END
-    AS numeric(20,5)) AS after_cap_last
-  FROM step_floor
-),
-step_cap_list AS (
-  SELECT
-    base_price, last_norm, list_eff, floor_pct, cap_last_pct, eff_list_cap, after_floor, after_cap_last,
-    CAST(
-      CASE
-        WHEN after_cap_last IS NULL OR list_eff IS NULL
-          THEN after_cap_last
-        ELSE ROUND(IIF(after_cap_last <= list_eff*eff_list_cap, after_cap_last, list_eff*eff_list_cap), 5)
-      END
-    AS numeric(20,5)) AS final_price
-  FROM step_cap_last
 )
-SELECT
+AS
-  final_price AS guidance_price,
+BEGIN
-  CASE
+    DECLARE
-    WHEN @target IS NULL THEN 'No target price available'
+        @base_price     numeric(20,5),  -- starting point (target if available, else last_norm, else list_eff)
-    WHEN @last_norm IS NULL AND @list_eff IS NULL THEN 'No prior sale or list; using target price'
+        @after_floor    numeric(20,5),  -- base but limited to x% lower than last price
-    ELSE
+        @after_cap_last numeric(20,5),  -- previous step but limited to x% higher than last price
-      CONCAT(
+        @final_price    numeric(20,5),  -- previous step but limited to x% higher than list price
-        'Using target price',
+        @reason         nvarchar(4000) = N'';  -- logic source of price
-        -- show floor only if it raised price
+
-        CASE WHEN last_norm IS NOT NULL AND @floor_pct > 0 AND after_floor > base_price
+    -- Early exit if nothing to work with
-             THEN CONCAT(', floored to ', FORMAT(@floor_pct*100,'0.##'), '% below last price') ELSE '' END,
+    IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL
-        -- show last cap only if it lowered price
+    BEGIN
-        CASE WHEN last_norm IS NOT NULL AND after_cap_last < after_floor
+        INSERT INTO @ret VALUES (NULL, N'No target, last, or list available');
-             THEN CASE WHEN @cap_last_pct = 1
+        RETURN;
-                       THEN ', capped to not exceed last price'
+    END;
-                       ELSE CONCAT(', capped to ', FORMAT(@cap_last_pct*100,'0.##'), '% of last price')
+
-                  END
+    -- Pick starting base price
-             ELSE '' END,
+    SET @base_price = COALESCE(@target, @last_norm, @list_eff);
-        -- show list cap only if it lowered price (always “not exceed” because eff_list_cap<=1)
+    -- Reason text
-        CASE WHEN list_eff IS NOT NULL AND final_price < after_cap_last
+    SET @reason = 
-             THEN ', capped to not exceed list price'
+      CASE 
-             ELSE '' END
+        WHEN @target IS NOT NULL THEN N'Using target price'
-      )
+        WHEN @last_norm IS NOT NULL THEN N'Using last price as base'
-  END AS guidance_reason
+        WHEN @list_eff IS NOT NULL THEN N'Using list price as base'
-FROM step_cap_list;
+      END;
+
+    -- 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
+    	
+
+    -- 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;
+END;

procs/guidance_logic.pg.sql

@@ -3,11 +3,14 @@ CREATE OR REPLACE FUNCTION pricequote.guidance_logic(
     _last_norm    numeric(20,5),
     _list_eff     numeric(20,5),
     _last_date    date,
-    _floor_pct    numeric(10,5) DEFAULT 0.05,
+    _floor_pct    numeric(10,5) DEFAULT 0.95,
     _cap_last_pct numeric(10,5) DEFAULT 1.00,
     _cap_list_pct numeric(10,5) DEFAULT 1.00
 )
-RETURNS TABLE (guidance_price numeric(20,5), guidance_reason text)
+RETURNS TABLE (
+    guidance_price numeric(20,5), 
+    guidance_reason text
+)
 LANGUAGE plpgsql AS $$
 DECLARE
     base_price     numeric(20,5);
@@ -15,55 +18,39 @@ DECLARE
     after_cap_last numeric(20,5);
     final_price    numeric(20,5);
     reason         text := '';
+
 BEGIN
-    IF _target IS NULL THEN
+
-        RETURN QUERY SELECT NULL::numeric, 'No target price available';
+    -- Early exit if nothing to work with
+    IF _target IS NULL AND _last_norm IS NULL AND _list_eff IS NULL THEN
+        RETURN QUERY SELECT NULL::numeric, 'No target, last, or list available';
         RETURN;
     END IF;
 
-    base_price := _target;
     
-    -- floor (binds if it raises price)
+    -- Pick starting base price
-    after_floor := base_price;
+    base_price := COALESCE(_target, _last_norm, _list_eff);
-    IF _last_norm IS NOT NULL AND _floor_pct > 0 THEN
+    -- Reason text
-        after_floor := GREATEST(base_price, ROUND(_last_norm*(1-_floor_pct),5));
+    reason := 
+      CASE 
+        WHEN _target IS NOT NULL THEN 'Using target price'
+        WHEN _last_norm IS NOT NULL THEN 'Using last price as base'
+        WHEN _list_eff IS NOT NULL THEN 'Using list price as base'
+      END;
+
+    -- Step 1: use base price less than last price, use last price
+    IF base_price < _last_norm THEN 
+        base_price := _last_norm;
+        reason := 'Last price';
     END IF;
 
-    -- cap to last (binds if it lowers price)
+    -- Step 2: use price from previous step but don't allow it to be x% above last price
-    after_cap_last := after_floor;
+    IF base_price > _list_eff THEN 
-    IF _last_norm IS NOT NULL THEN
+        base_price := _list_eff;
-        after_cap_last := LEAST(after_floor, ROUND(_last_norm*_cap_last_pct,5));
+        reason := 'List price ceiling';
     END IF;
 
-    -- cap to list (binds if it lowers price)
+    final_price := base_price;
-    final_price := after_cap_last;
-    IF _list_eff IS NOT NULL THEN
-        final_price := LEAST(after_cap_last, ROUND(_list_eff*_cap_list_pct,5));
-    END IF;
-
-    -- build reason
-    IF _last_norm IS NULL AND _list_eff IS NULL THEN
-        reason := 'No prior sale or list; using target price';
-    ELSE
-        reason := 'Using target price';
-        IF _last_norm IS NOT NULL AND _floor_pct > 0 AND after_floor > base_price THEN
-            reason := reason || format(', floored to %s%% below last price', to_char((_floor_pct*100)::numeric,'FM999990.##'));
-        END IF;
-        IF _last_norm IS NOT NULL AND after_cap_last < after_floor THEN
-            IF _cap_last_pct = 1 THEN
-                reason := reason || ', capped to not exceed last price';
-            ELSE
-                reason := reason || format(', capped to %s%% of last price', to_char((_cap_last_pct*100)::numeric,'FM999990.##'));
-            END IF;
-        END IF;
-        IF _list_eff IS NOT NULL AND final_price < after_cap_last THEN
-            IF _cap_list_pct = 1 THEN
-                reason := reason || ', capped to not exceed list price';
-            ELSE
-                reason := reason || format(', capped to %s%% of list price', to_char((_cap_list_pct*100)::numeric,'FM999990.##'));
-            END IF;
-        END IF;
-    END IF;
 
     RETURN QUERY SELECT final_price, reason;
 END $$;

procs/matrix_guidance.pg.sql

@@ -46,6 +46,8 @@ CREATE TABLE pricequote.queue (
     list_relevance      TEXT,
     guidance_price      NUMERIC,
     guidance_reason     TEXT,
+    approval_price      NUMERIC,
+    approval_reason     TEXT,
     expl                JSONB,
     ui_json             JSONB
 );
@@ -85,7 +87,7 @@ BEGIN
         AND o.version IN ('Actual', 'Forecast', 'Quotes')
         AND o.part IS NOT NULL
         AND SUBSTRING(o.glec, 1, 1) <= '2';
-    -- 2:12
+    -- 2:12   0:38
 
     --------------------------------------------------------------------
     -- 2) Enrich: chan, tier, cust, pltq, plevel, partgroup (+stlc fix)
@@ -127,7 +129,7 @@ BEGIN
         plevel = s.plevel,
         partgroup = s.partgroup,
         stlc = COALESCE(q.stlc, s.stlc_fix);
-    -- 4:51
+    -- 4:51  0:17
 
     --------------------------------------------------------------------
     -- 3) Scenario fields from item master: part_v1ds, v0ds, orig costs
@@ -147,7 +149,7 @@ BEGIN
         END
     FROM "CMS.CUSLG".itemm i0
     WHERE i0.item = q.part;
-    -- 3:21
+    -- 3:21  0:20
 
     --------------------------------------------------------------------
     -- 4) History: store hist, extract last_* with precedence helper
@@ -185,7 +187,7 @@ BEGIN
 	     AND lp2.partgroup = q2.partgroup
 	) AS x
 	WHERE q.ctid = x.ctid;
-    -- 7:32
+    -- 7:32  1:31
 
     --------------------------------------------------------------------
     -- 5) Target (requested v1ds): tprice, tmath, volume_range
@@ -202,7 +204,7 @@ BEGIN
         AND tp.chan = q.chan
         AND tp.tier = q.tier
         AND FLOOR(q.vol / NULLIF(q.pltq, 0))::INT <@ tp.vol;
-    -- 2:51
+    -- 2:51  0:15
 
     --------------------------------------------------------------------
     -- 6) Target for last_dataseg (tprice_last)
@@ -218,7 +220,7 @@ BEGIN
         AND tp2.chan = q.chan
         AND tp2.tier = q.tier
         AND FLOOR(q.last_qty / NULLIF(q.pltq, 0))::INT <@ tp2.vol;
-    -- 1:26
+    -- 1:26  0:08
 
     --------------------------------------------------------------------
     -- 7) Cost data for requested v1ds and last_dataseg
@@ -251,7 +253,7 @@ BEGIN
 	        ON v0l.stlc = q2.stlc AND v0l.v0ds = q2.last_v0ds
 	) AS s
 	WHERE q.ctid = s.ctid;
-	-- 4:15
+	-- 4:15  0:25
 
     --------------------------------------------------------------------
     -- 8) List price (lowest valid); allow open-ended ranges (vb_to IS NULL)
@@ -281,7 +283,7 @@ BEGIN
         listcode  = p.jcplcd
     FROM best_price p
     WHERE q.ctid = p.ctid;
-	-- 2:48
+	-- 2:48  0:18
 
     --------------------------------------------------------------------
     -- 9) Normalize last (when last_dataseg != v1ds) + effective list flags
@@ -329,7 +331,7 @@ BEGIN
         END,
         listprice_eff = CASE WHEN q.customized <> '' THEN NULL ELSE q.listprice END,
         list_relevance = CASE WHEN q.customized <> '' THEN 'Ignore - Customized' ELSE '' END;
-	-- 2:22
+	-- 2:22  0:23
 
     --------------------------------------------------------------------
     -- 10) Guidance using normalized last + effective list
@@ -337,23 +339,35 @@ BEGIN
 	UPDATE pricequote.queue q
 	SET
 	    guidance_price  = s.guidance_price,
-	    guidance_reason = s.guidance_reason
+	    guidance_reason = s.guidance_reason,
+	    approval_price  = s.approval_price,
+	    approval_reason = s.approval_reason
 	FROM (
 	    SELECT
 	        q2.ctid,
 	        g.guidance_price,
-	        g.guidance_reason
+	        g.guidance_reason,
-	    FROM pricequote.queue q2
+	        a.approval_price,
-	    JOIN LATERAL pricequote.guidance_logic(
+	        a.approval_reason
-	        q2.tprice,
+	    FROM 
-	        q2.last_price_norm,
+            pricequote.queue q2
-	        q2.listprice_eff,
+            JOIN LATERAL pricequote.guidance_logic(
-	        q2.last_date,
+                q2.tprice,
-			.05, 1.0, 1.0
+                q2.last_price_norm,
-	    ) g ON TRUE
+                q2.listprice_eff,
+                q2.last_date,
+                1.0, 1.0, 1.0
+            ) g ON TRUE
+            JOIN LATERAL pricequote.approval_logic(
+                q2.tprice,
+                q2.last_price_norm,
+                q2.listprice_eff,
+                q2.last_date,
+                1.0, 1.0, 1.0
+            ) a ON TRUE
 	) s
 	WHERE q.ctid = s.ctid;
-	-- 4:33
+	-- 4:33  0:39
 
     --------------------------------------------------------------------
     -- 11) Build expl and ui_json identical to single_price_call
@@ -408,7 +422,9 @@ BEGIN
                 'list_relevance', q.list_relevance
             ),
             'guidance_price', q.guidance_price,
-            'guidance_reason', q.guidance_reason
+            'guidance_reason', q.guidance_reason,
+            'approval_price', q.approval_price,
+            'approval_reason', q.approval_reason
         ),
         ui_json = jsonb_build_object(
             'details', jsonb_build_array(
@@ -499,7 +515,7 @@ BEGIN
             ),
             'data', q.expl
         );
-	-- 7:59
+	-- 7:59  2:17
 
     --------------------------------------------------------------------
     -- 12) Merge back into matrix (store both expl and ui)
@@ -523,7 +539,7 @@ BEGIN
         AND o.version IN ('Actual', 'Forecast', 'Quotes')
         AND o.part IS NOT NULL
         AND SUBSTRING(o.glec, 1, 1) <= '2';
-	-- 14:13
+	-- 14:13  10:09
 
     RAISE NOTICE 'Queue processing complete.';
 END;

procs/single_price_call.ms.sql

@@ -136,6 +136,8 @@ BEGIN
         ------------step 6 compute guidance------------
 		guidance_price	NUMERIC(20,5),
 		guidance_reason NVARCHAR(MAX),
+		approval_price	NUMERIC(20,5),
+		approval_reason NVARCHAR(MAX),
         ------------step 7 build json------------------
 		expl        NVARCHAR(MAX),
 		ui_json 	NVARCHAR(MAX)
@@ -377,6 +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)),
@@ -384,12 +388,24 @@ BEGIN
         TRY_CAST(q.listprice_eff   AS NUMERIC(20,5)),
         TRY_CAST(q.last_date       AS DATE),
         --allowable price drop percent
-        .05,
+        1.0,
         --cap on last price
         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
+        1.0,
+        --cap on last price
+        1.0,
+        --cap on list percent
+        1.0
+    ) a;
 
 	--------------------------------------------------------------------------------
 	-- Step 8: Assemble structured 'expl' JSON from populated columns.
@@ -436,6 +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
 		)
@@ -456,7 +474,7 @@ BEGIN
 					-- History Panel
 			        SELECT
 			          'History' AS label,
-                      10 as detailLevel,
+                      1 as detailLevel,
 			          (
 			            SELECT
 			              ----------------------label------------------------------------------------
@@ -473,7 +491,7 @@ BEGIN
 			                ELSE 'No Recent'
 			              END                                                     AS label,
 			              ----------------------detail-----------------------------------------------
-                          10                                                      AS detailLevel,
+                          1                                                      AS detailLevel,
 			              ----------------------value------------------------------------------------
 			              ISNULL(q.last_price, 0)                                 AS value,
 			              ----------------------type-------------------------------------------------
@@ -514,11 +532,11 @@ BEGIN
 					-- List Panel
 					SELECT
 						'List' AS label,
-                        10     AS detailLevel,
+                        1     AS detailLevel,
 						(
 							SELECT 
 								COALESCE('Code: ' + q.listcode,'No List') AS label,
-                                10                      AS detailLevel,
+                                1                      AS detailLevel,
 								COALESCE(q.listprice,0) AS value,
 								'currency' AS type,
 								COALESCE('List Min Qty: ' + format(q.list_from,'#,###'),'') + CASE WHEN q.list_relevance = '' THEN '' ELSE ' (' +  q.list_relevance + ')' END  AS note
@@ -530,7 +548,7 @@ BEGIN
 					-- Target Support Panel
 					SELECT
 						'Target Calculation' AS label,
-                        10                   AS detailLevel,
+                        5                   AS detailLevel,
 						(
 							SELECT * FROM (
 								SELECT
@@ -563,7 +581,7 @@ BEGIN
 	                              ----------------------label------------------------------------------------
 	                                'Target'      		AS label,
 	                              ----------------------detailLevel------------------------------------------
-	                                10            		AS detailLevel,
+	                                5            		AS detailLevel,
 	                              ----------------------value------------------------------------------------
 									tprice              AS value,
 	                              ----------------------type-------------------------------------------------
@@ -580,11 +598,11 @@ BEGIN
 					-- Guidance Panel
 					SELECT
 						'Guidance' AS label,
-                        10         AS detailLevel,
+                        1         AS detailLevel,
 						(
 							SELECT 
 								'Price' AS label,
-                                10      AS detailLevel,
+                                1      AS detailLevel,
 								COALESCE(q.guidance_price,0) AS value,
 								'currency' AS type,
 								q.guidance_reason AS note

procs/single_price_call.pg.sql

@@ -35,7 +35,7 @@
 ====================================================================================
 */
 
---DROP FUNCTION pricequote.single_price_call(text,text,text,text,numeric) CASCADE;
+-- DROP FUNCTION pricequote.single_price_call(text,text,text,text,numeric) CASCADE;
 
 CREATE OR REPLACE FUNCTION pricequote.single_price_call(
     _bill TEXT,
@@ -89,6 +89,8 @@ RETURNS TABLE (
     list_relevance TEXT,
     guidance_price NUMERIC,
     guidance_reason TEXT,
+    approval_price NUMERIC,
+    approval_reason TEXT,
     expl JSONB,
     ui_json JSONB
 ) AS $$
@@ -148,6 +150,8 @@ DECLARE
         ------------step 6 compute guidance------------
     _guidance_price NUMERIC;
     _guidance_reason TEXT;
+    _approval_price NUMERIC;
+    _approval_reason TEXT;
     ------------step 7 build json------------------
     _expl JSONB := '{}'::jsonb;
     _ui_json JSONB := '{}'::jsonb;
@@ -372,10 +376,16 @@ BEGIN
     SELECT 
          gl.guidance_price
         ,gl.guidance_reason
+        ,al.approval_price
+        ,al.approval_reason
     INTO 
          _guidance_price
         ,_guidance_reason
-    FROM pricequote.guidance_logic(_tprice, _last_price_norm, _listprice_eff, _last_date, .05, 1.0, 1.0) gl;
+        ,_approval_price
+        ,_approval_reason
+    FROM 
+        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
@@ -434,7 +444,9 @@ BEGIN
 		        'list_relevance', _list_relevance
 			),
         'guidance_price', _guidance_price,
-        'guidance_reason', _guidance_reason
+        'guidance_reason', _guidance_reason,
+        'approval_price', _approval_price,
+        'approval_reason', _approval_reason
     );
 
     ------------------------------------------------------------------
@@ -582,6 +594,7 @@ BEGIN
         _tprice, _tmath, _volume_range,
         _list_price, _list_code, _listprice_eff, _list_relevance,
         _guidance_price, _guidance_reason,
+        _approval_price, _approval_reason,
         _expl, _ui_json;
 END;
 $$ LANGUAGE plpgsql;

quote_review/quote_review.pg.sql

@@ -105,6 +105,9 @@ lq AS MATERIALIZED (
         -- ,jsonb_pretty(pricing) pricing
         ,p.guidance_price
         ,p.guidance_reason
+        ,p.approval_price
+        ,p.approval_reason
+        ,p.tprice guidance_target
         ,jsonb_pretty(p.ui_json->'data') expl
     FROM 
         lq
@@ -175,4 +178,4 @@ lq AS MATERIALIZED (
     WHERE 
         COALESCE(g.bestprice,1) = 1
 )
-SELECT * FROM hist --WHERE qid = 108655
+SELECT * FROM hist --LIMIT 1000--WHERE qid = 108655

tables/lastpricedetail.ms.sql

@@ -51,42 +51,50 @@ WITH base AS (
 ranked AS (
     SELECT
         b.*
-        -- Most recent sale
+        -- Most recent sale (Actuals only)
-        ,ROW_NUMBER() OVER (
+        ,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
+            ORDER BY b.odate DESC
-        ) AS rn_mrs
+          )
-        -- Most recent quote
+        END AS rn_mrs
-        ,ROW_NUMBER() OVER (
+        -- 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
+            ORDER BY b.odate DESC
-        ) AS rn_mrq
+          )
-        -- Largest volume sale (last 12 months)
+        END AS rn_mrq
-        ,ROW_NUMBER() OVER (
+        -- 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 
+            ORDER BY 
-                WHEN b.version = 'Actual' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) 
+              CASE WHEN b.version = 'Actual' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) THEN 1 ELSE 0 END DESC,
-                    THEN b.qty ELSE NULL 
+              b.qty DESC
-            END DESC
+          )
-        ) AS rn_lvs
+        END AS rn_lvs
-        -- Largest volume quote (last 12 months)
+        -- Largest volume quote (Quotes only; last 12 months prioritized)
-        ,ROW_NUMBER() OVER (
+        ,CASE WHEN b.version = 'Quotes' THEN
+          ROW_NUMBER() OVER (
             PARTITION BY b.customer, b.partgroup
-            ORDER BY CASE 
+            ORDER BY 
-                WHEN b.version = 'Quotes' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) 
+              CASE WHEN b.version = 'Quotes' AND b.odate >= DATEADD(YEAR, -1, GETDATE()) THEN 1 ELSE 0 END DESC,
-                    THEN b.qty ELSE NULL 
+              b.qty DESC
-            END DESC
+          )
-        ) AS rn_lvq
+        END AS rn_lvq
-        -- Most recent sale per data segment
+        ,CASE WHEN b.version = 'Actual' THEN
-        ,ROW_NUMBER() OVER (
+          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
+            ORDER BY b.odate DESC
-        ) AS rn_dss
+          )
-        -- Most recent quote per data segment
+        END AS rn_dss
-        ,ROW_NUMBER() OVER (
+        ,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
+            ORDER BY b.odate DESC
-        ) AS rn_dsq
+          )
+        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
-WITH
+      c.compset,
-expand AS (
+      c.stlc,
-SELECT
+      c.floor,
-    c.compset,
+      b.ds,
-    c.stlc,
+      b.chan,
-    c.floor,
+      b.tier,
-    b.ds,
+      b.vol,
-    b.chan,
+      b.val,
-    b.tier,
+      b.price,
-    b.vol,
+      b.math AS math
-    b.val,
+    FROM pricequote.core_target c
-    b.price,
+    LEFT JOIN LATERAL pricequote.build_pricing_path_base(
-    b.math math
+      c.options || jsonb_build_object('entity','Anchor','attr',c.stlc,'val',c.floor,'func','Price')
-FROM
+    ) AS b
-    pricequote.core_target c
+      ON b.lastflag
-    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
+  )
-)
+  INSERT INTO pricequote.target_prices_base
--- select count(*) from expand
+  SELECT * FROM expand;
-INSERT INTO 
+END;
-    pricequote.target_prices_base
+$$;
-SELECT  
-    *
-FROM 
-    expand;