update to hold at last price, no drop

builder/build_pricing_path_base.pg.sql

@@ -0,0 +1,167 @@
+DROP FUNCTION pricequote.build_pricing_path_base;
+
+CREATE OR REPLACE FUNCTION pricequote.build_pricing_path_base(
+  _json JSONB
+)
+RETURNS TABLE (
+     stlc       TEXT
+    ,seq        BIGINT
+    ,srtcode    TEXT
+    ,ds         TEXT
+    ,chan       TEXT
+    ,tier       TEXT
+    ,vol        INT4RANGE
+    ,func       TEXT
+    ,val        NUMERIC
+    ,price      NUMERIC
+    ,math       TEXT[]
+    ,lastflag   BOOLEAN
+)
+LANGUAGE plpgsql AS
+$$
+BEGIN
+RETURN QUERY
+
+WITH RECURSIVE
+-- 1️⃣ Parse JSONB into rows of (entity, attr, val)
+parsed AS (
+  SELECT
+    e.entity,
+    COALESCE(e.attr, '') AS attr,
+    e.val,
+    e.func
+  FROM jsonb_to_recordset(_json)
+       AS e(entity TEXT, attr TEXT, val NUMERIC, func TEXT)
+),
+-- 2️⃣ Attach sequence & func from master option_sequence table
+sequenced AS (
+  SELECT
+    p.entity,
+    p.attr,
+    p.val,
+    p.func,
+    s.DOMAIN,
+    DENSE_RANK() OVER (ORDER BY s.seq) AS seq,
+    ROW_NUMBER() OVER (PARTITION BY p.entity ORDER BY COALESCE(p.val,0) ASC) srt
+  FROM parsed p
+  JOIN pricequote.option_sequence s
+    ON p.entity = s.entity
+)
+--select * from sequenced ORDER BY seq, srt
+-- 3️⃣ Recursively accumulate pricing path
+,combos AS (
+  -- 🚀 Base case: first in sequence
+  SELECT
+    s.entity,
+    s.attr,
+    s.seq,
+    to_char(s.srt,'FM000') srtcode,
+    '' ds,
+    '' chan,
+    '' tier,
+    null::TEXT vol,
+    s.func,
+    s.val,
+    s.val agg,
+    CASE WHEN s.func = 'Price' THEN s.val ELSE NULL::NUMERIC END AS base,
+   ARRAY[
+     CASE
+       WHEN s.func = 'Price' THEN
+         RPAD(s.entity || ':' || s.attr, 17, ' ') || ' + ' || LPAD(to_char(s.val, 'FM9999999990.00000'), 10, ' ')
+       WHEN s.func = 'Factor' THEN
+         RPAD(s.entity || ':' || s.attr, 17, ' ') || ' + ' || LPAD(to_char(COALESCE(NULLIF(CASE WHEN s.func = 'Price' THEN s.val END, NULL), 0) * (s.val - 1), 'FM9999999990.00000'), 10, ' ')
+       ELSE
+         RPAD(s.entity || ':' || s.attr, 17, ' ') || '   ' || LPAD(to_char(s.val, 'FM9999999990.00000'), 10, ' ')
+     END
+   ] math
+  FROM 	
+  	sequenced s
+  WHERE 
+  	s.seq = (SELECT MIN(x.seq) FROM sequenced x)
+  UNION ALL
+  -- 🔁 Recursive step: process next in sequence
+  SELECT
+    c.entity,
+    c.attr,
+    o.seq,
+    c.srtcode || '.' || to_char(o.srt,'FM000'),
+    c.ds || CASE WHEN o.DOMAIN = 'Product' THEN '.' || o.attr ELSE '' END,
+    CASE WHEN o.DOMAIN = 'Channel' THEN o.attr ELSE c.chan END chan,
+    CASE WHEN o.DOMAIN = 'Tier' THEN o.attr ELSE c.tier END tier,
+    CASE WHEN o.DOMAIN = 'Volume' THEN o.attr ELSE c.vol END vol,
+    o.func,
+    o.val,
+    CASE 
+      WHEN o.func = 'Price'  THEN c.agg + o.val
+      WHEN o.func = 'Factor' THEN c.agg + COALESCE(c.base, 0) * (o.val - 1)
+    END agg,
+    COALESCE(c.base, CASE WHEN o.func = 'Price' THEN o.val ELSE NULL::NUMERIC END) AS base,
+    CASE WHEN (o.func = 'Price' AND o.val <> 0) OR (o.func = 'Factor' AND o.val <> 1) THEN
+        c.math ||
+        ARRAY[
+         CASE
+           WHEN o.func = 'Price' THEN
+             RPAD(o.entity || ':' || o.attr, 17, ' ') || ' + ' || LPAD(to_char(o.val, 'FM9999999990.00000'), 10, ' ')
+           WHEN o.func = 'Factor' THEN
+             RPAD(o.entity || ':' || o.attr, 17, ' ') || ' + ' || LPAD(to_char(COALESCE(c.base, 0) * (o.val - 1), 'FM9999999990.00000'), 10, ' ')
+           ELSE
+             RPAD(o.entity || ':' || o.attr, 17, ' ') || '   ' || LPAD(to_char(o.val, 'FM9999999990.00000'), 10, ' ')
+         END
+       ]
+    ELSE 
+        c.math 
+    END math
+  FROM 
+  	combos c
+  	JOIN sequenced o ON 
+  		o.seq = c.seq + 1
+)
+SELECT 
+     -- c.entity
+     c.attr
+    ,c.seq
+    ,c.srtcode
+    ,'v1:'||SUBSTRING(c.ds,2,100) ds
+    ,c.chan
+    ,c.tier
+    -- ,c.vol
+    ,CASE
+        WHEN c.vol ~ '^[0-9]+-[0-9]+$' THEN
+          int4range(
+            split_part(c.vol, '-', 1)::int,
+            split_part(c.vol, '-', 2)::int,
+            '[)'
+          )
+        WHEN c.vol ~ '^[0-9]+$' THEN
+          int4range(
+            c.vol::int,
+            NULL,
+            '[)'
+          )
+        ELSE NULL
+    END AS vol
+    ,c.func
+    ,c.val
+    ,c.agg
+    ,c.math
+    ,c.seq = (SELECT max(x.seq) FROM sequenced x) lastflag
+FROM 
+    combos c /*WHERE seq = (SELECT max(seq) FROM sequenced)*/ 
+ORDER BY 
+    c.srtcode ASC;
+
+END;
+$$;
+
+/*
+Anchor:EU170S50 + 0.08
+Color Tier:P    x 1.30
+Branding:       + 0.00
+Packaging:SLV   + 0.00
+Suffix:PCR      x 1.00
+Accessories:    + 0.00
+Channel:WHS     + 0.00
+Volume:8        x 1.00
+-----------------------
+                  0.104
+*/

esc.json

@@ -0,0 +1,184 @@
+[
+  {
+    "folder": "01 Gal Can",
+    "entity": "Anchor",
+    "attr": "BM.03000",
+    "val": 0.15,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Color Tier",
+    "attr": "B",
+    "val": 1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Color Tier",
+    "attr": "C",
+    "val": 1.2,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Color Tier",
+    "attr": "L",
+    "val": 1.1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Color Tier",
+    "attr": "M",
+    "val": 1.2,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Color Tier",
+    "attr": "P",
+    "val": 1.2,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Color Tier",
+    "attr": "T",
+    "val": 1.1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Branding",
+    "attr": null,
+    "val": 0,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Branding",
+    "attr": "L",
+    "val": 0.04,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Branding",
+    "attr": "P",
+    "val": 0.1,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Packaging",
+    "attr": "BDL",
+    "val": 0.005,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Packaging",
+    "attr": "CSE",
+    "val": 0.01,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Packaging",
+    "attr": "PLT",
+    "val": 0,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Packaging",
+    "attr": "SLV",
+    "val": 0.005,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Suffix",
+    "attr": null,
+    "val": 1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Accessories",
+    "attr": null,
+    "val": 0,
+    "func": "Price"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Channel",
+    "attr": "DIR",
+    "val": 1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Channel",
+    "attr": "DRP",
+    "val": 1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Channel",
+    "attr": "WHS",
+    "val": 1.1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Tier",
+    "attr": 1,
+    "val": 1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Tier",
+    "attr": 2,
+    "val": 1.05,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Tier",
+    "attr": 3,
+    "val": 1.1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Volume",
+    "attr": "00-01",
+    "val": 1.35,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Volume",
+    "attr": "01-08",
+    "val": 1.1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Volume",
+    "attr": "24",
+    "val": 1,
+    "func": "Factor"
+  },
+  {
+    "folder": "01 Gal Can",
+    "entity": "Volume",
+    "attr": "08-24",
+    "val": 1.05,
+    "func": "Factor"
+  }
+]

example_usage.ms.sql

@@ -1,15 +1,38 @@
 
-EXEC pricing.single_price_call
-    @bill = 'FARM0001',
-    @ship = 'KEYB0001',
-    @part = 'HZP3E100E21D050',
-    @v1ds = 'v1:T..BDL..',
-    @vol = 50000;
-
 EXEC pricing.single_price_call
     @bill = 'GRIF0001',
     @ship = 'GRIF0001',
-    @part = 'XNS0T1G3G18B96',
+    @part = 'XNS0T1G3G18B096',
+    @v1ds = 'v1:B..PLT..',
+    @vol = 9600;
+
+EXEC pricing.single_price_call
+    @bill = 'FARM0001',
+    @ship = 'KEYB0001',
+    @part = 'HCA10000B661100',
+    @v1ds = 'v1:T..CSE..D',
+    @vol = 172000;
+
+SELECT g.*
+FROM (SELECT 
+        TRY_CAST(.33275 AS NUMERIC(20,5)) AS tprice,
+        TRY_CAST(.758 AS NUMERIC(20,5)) AS last_price_norm,
+        TRY_CAST(null AS NUMERIC(20,5)) AS listprice_eff,
+        TRY_CAST('2025-06-01' AS DATE) AS last_date
+     ) q
+CROSS APPLY pricing.guidance_logic(q.tprice, q.last_price_norm, q.listprice_eff, q.last_date, 0.05,  1.0, 1.0) g;
+
+
+SELECT * FROM pricing.lastpricedetail l WHERE customer = 'HYBELS' AND l.partgroup = 'HZP3E100'
+
+SELECT * FROM pricing.pricelist_ranged pr WHERE pr.jcpart = 'XNS0T1G3G18B096' AND 
+
+SELECT * FROM CMSInterfaceIN.[CMS.CUSLG].
+
+EXEC pricing.single_price_call
+    @bill = 'GRIF0001',
+    @ship = 'GRIF0001',
+    @part = 'XNS0T1G3G18B096',
     @v1ds = 'v1:B..PLT..',
     @vol = 9600;
 

example_usage.pg.sql

@@ -1,10 +1,80 @@
-SELECT 
+ SELECT
-	* 
+ 	ui_json->'data'
-FROM pricequote.single_price_call(
+ FROM pricequote.single_price_call(
      'FARM0001',
      'KEYB0001',
-    'HZP3E100E21D050',
+     'HCA10000B661100',
-    'v1:T..BDL..',
+     'v1:T..CSE..D',
      50000
-) f
+ ) f;
 
+ 
+ SELECT
+ 	*, ui_json->'data'
+ FROM pricequote.single_price_call(
+     'BFGS0001',
+     'SPRI0019',
+     'INT12040G18C100',
+     'v1:B..CSE..',
+     7037
+ ) f;
+ 
+
+ SELECT
+ 	*, ui_json->'data'
+ FROM pricequote.single_price_call(
+     'BELL0039',
+     'BELL0039',
+     'XNS0T1G3X19B096PZBND',
+     '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
+ 	q.billto, q.shipto, q.part, q.v1ds, q.units_each, pc.tprice, pc.tmath
+ FROM
+ 	pricequote.live_quotes q
+ 	LEFT JOIN LATERAL pricequote.single_price_call(
+ 		billto, shipto, part, v1ds, units_each
+ 	) pc ON TRUE
+ WHERE
+ 	qid  = 113761
+-- 	AND qrn = 4;
+
+create table pricequote.target_prices_base as (
+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
+select * from expand
+) with data;
+
+-- SELECT
+--     stlc, ds, chan, tier, vol, price, math
+-- FROM
+--     pricequote.build_pricing_path_base(
+-- $$
+-- [{"folder":"01 Gal Can","entity":"Anchor","attr":"BM.03000","val":0.15,"func":"Price"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"B","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"C","val":1.2,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"L","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"M","val":1.2,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"P","val":1.2,"func":"Factor"},{"folder":"01 Gal Can","entity":"Color Tier","attr":"T","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Branding","attr":null,"val":0,"func":"Price"},{"folder":"01 Gal Can","entity":"Branding","attr":"L","val":0.04,"func":"Price"},{"folder":"01 Gal Can","entity":"Branding","attr":"P","val":0.1,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"BDL","val":0.005,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"CSE","val":0.01,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"PLT","val":0,"func":"Price"},{"folder":"01 Gal Can","entity":"Packaging","attr":"SLV","val":0.005,"func":"Price"},{"folder":"01 Gal Can","entity":"Suffix","attr":null,"val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Accessories","attr":null,"val":0,"func":"Price"},{"folder":"01 Gal Can","entity":"Channel","attr":"DIR","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Channel","attr":"DRP","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Channel","attr":"WHS","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Tier","attr":1,"val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Tier","attr":2,"val":1.05,"func":"Factor"},{"folder":"01 Gal Can","entity":"Tier","attr":3,"val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"00-01","val":1.35,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"01-08","val":1.1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"24","val":1,"func":"Factor"},{"folder":"01 Gal Can","entity":"Volume","attr":"08-24","val":1.05,"func":"Factor"}]
+-- $$
+-- )
+-- WHERE
+--     lastflag

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

@@ -1,119 +1,61 @@
+-- CREATE OR ALTER FUNCTION pricing.guidance_logic;
 
--- This function returns the least of two NUMERIC(20,5) values.
+CREATE OR ALTER FUNCTION pricing.guidance_logic(
-CREATE OR ALTER FUNCTION dbo.LEAST_NUMERIC205(
+    @target       numeric(20,5),
-    @a NUMERIC(20,5),
+    @last_norm    numeric(20,5),
-    @b 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 NUMERIC(20,5)
+RETURNS @ret TABLE (
-AS
+    guidance_price  numeric(20,5),
-BEGIN
+    guidance_reason nvarchar(4000)
-    RETURN CASE 
-        WHEN @a IS NULL THEN @b
-        WHEN @b IS NULL THEN @a
-        WHEN @a < @b THEN @a ELSE @b
-    END
-END
-GO
-
--- This function returns the greatest of two NUMERIC(20,5) values.
-CREATE OR ALTER FUNCTION dbo.GREATEST_NUMERIC205(
-    @a NUMERIC(20,5),
-    @b NUMERIC(20,5)
-)
-RETURNS NUMERIC(20,5)
-AS
-BEGIN
-    RETURN CASE 
-        WHEN @a IS NULL THEN @b
-        WHEN @b IS NULL THEN @a
-        WHEN @a > @b THEN @a ELSE @b
-    END
-END
-GO
-
--- This function implements the guidance logic for pricing based on target, last, and list prices.
-CREATE OR ALTER FUNCTION pricing.guidance_logic (
-    @target_price NUMERIC(20,5),
-    @last_price   NUMERIC(20,5),
-    @list_price   NUMERIC(20,5),
-    @last_date    DATE
-)
-RETURNS @result TABLE (
-    guidance_price NUMERIC(20,5),
-    guidance_reason NVARCHAR(MAX)
 )
 AS
 BEGIN
-    DECLARE @price NUMERIC(20,5);
+    DECLARE
-    DECLARE @reason NVARCHAR(MAX) = '';
+        @base_price     numeric(20,5),  -- starting point (target if available, else last_norm, else list_eff)
-    DECLARE @floored NUMERIC(20,5);
+        @after_floor    numeric(20,5),  -- base but limited to x% lower than last price
-    DECLARE @capped  NUMERIC(20,5);
+        @after_cap_last numeric(20,5),  -- previous step but limited to x% higher than last price
-    DECLARE @use_last_price BIT = 0;
+        @final_price    numeric(20,5),  -- previous step but limited to x% higher than list price
+        @reason         nvarchar(4000) = N'';  -- logic source of price
 
-    -- Determine if last price is recent (within last 2 years)
+    -- Early exit if nothing to work with
-    IF @last_price IS NOT NULL AND @last_date IS NOT NULL AND @last_date > DATEADD(YEAR, -2, CAST(GETDATE() AS DATE))
+    IF @target IS NULL AND @last_norm IS NULL AND @list_eff IS NULL
-        SET @use_last_price = 1;
-
-    IF @target_price IS NOT NULL AND @use_last_price = 1
     BEGIN
-        SET @floored = dbo.GREATEST_NUMERIC205(@target_price, @last_price * 0.95);
+        INSERT INTO @ret VALUES (NULL, N'No target, last, or list available');
-        SET @capped  = dbo.LEAST_NUMERIC205(@floored, @last_price);
-        SET @price   = dbo.LEAST_NUMERIC205(ISNULL(@list_price, 1e9), @capped);
-
-        IF @price = @last_price
-        BEGIN
-            SET @reason = 'Cap at last price';
-        END
-        ELSE
-        BEGIN
-            SET @reason = 'Using target price';
-            IF @target_price < @last_price * 0.95
-                SET @reason += ', floored to 5% below last price';
-            IF @target_price > @last_price
-                SET @reason += ', capped to not exceed last price';
-            IF @list_price IS NOT NULL AND @price = @list_price AND @target_price > @list_price
-                SET @reason += ', capped to not exceed list price';
-        END
-    END
-    ELSE IF @use_last_price = 1
-    BEGIN
-        SET @price = @last_price;
-        SET @reason = 'Last price - no target';
-    END
-    ELSE IF @target_price IS NOT NULL
-    BEGIN
-        SET @price = @target_price;
-        IF @last_price IS NOT NULL AND @last_date IS NOT NULL
-        BEGIN
-            SET @reason = CONCAT(
-                'Last price ignored (too old: ', 
-                CONVERT(NVARCHAR(10), @last_date, 120), 
-                '), using target price'
-            );
-        END
-        ELSE
-        BEGIN
-            SET @reason = 'Target price - no prior sale';
-        END
-    END
-    ELSE
-    BEGIN
-        SET @price = NULL;
-        IF @last_price IS NOT NULL AND @last_date IS NOT NULL
-        BEGIN
-            SET @reason = CONCAT(
-                'Last price ignored (too old: ', 
-                CONVERT(NVARCHAR(10), @last_date, 120), 
-                '), no pricing available'
-            );
-        END
-        ELSE
-        BEGIN
-            SET @reason = 'No pricing available';
-        END
-    END
-
-    INSERT INTO @result VALUES (@price, @reason);
         RETURN;
-END
+    END;
-GO
+
+    -- Pick starting base price
+    SET @base_price = COALESCE(@target, @last_norm, @list_eff);
+    -- 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;
+
+    -- 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

@@ -1,74 +1,56 @@
 CREATE OR REPLACE FUNCTION pricequote.guidance_logic(
-    _target_price NUMERIC(20,5),
+    _target       numeric(20,5),
-    _last_price   NUMERIC(20,5),
+    _last_norm    numeric(20,5),
-    _list_price   NUMERIC(20,5),
+    _list_eff     numeric(20,5),
-    _last_date    DATE
+    _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 (
-    guidance_price NUMERIC(20,5),
+    guidance_price numeric(20,5), 
-    guidance_reason TEXT
+    guidance_reason text
-) AS $$
+)
+LANGUAGE plpgsql AS $$
 DECLARE
-    _price NUMERIC(20,5);
+    base_price     numeric(20,5);
-    _reason TEXT := '';
+    after_floor    numeric(20,5);
-    _floored NUMERIC(20,5);
+    after_cap_last numeric(20,5);
-    _capped  NUMERIC(20,5);
+    final_price    numeric(20,5);
-    _use_last_price BOOLEAN := FALSE;
+    reason         text := '';
+
 BEGIN
-    -- Evaluate whether last price is recent enough
+
-    IF _last_price IS NOT NULL AND _last_date IS NOT NULL AND _last_date > CURRENT_DATE - INTERVAL '2 years' THEN
+    -- Early exit if nothing to work with
-        _use_last_price := TRUE;
+    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;
 
-    IF _target_price IS NOT NULL AND _use_last_price THEN
-        _floored := GREATEST(_target_price, _last_price * 0.95);
-        _capped  := LEAST(_floored, _last_price);
-        _price   := LEAST(COALESCE(_list_price, 1e9), _capped);
     
-        IF _price = _last_price THEN
+    -- Pick starting base price
-            _reason := 'Cap at last price';
+    base_price := COALESCE(_target, _last_norm, _list_eff);
-        ELSE
+    -- Reason text
-            _reason := 'Using target price';
+    reason := 
-            IF _target_price < _last_price * 0.95 THEN
+      CASE 
-                _reason := _reason || ', floored to 5% below last price';
+        WHEN _target IS NOT NULL THEN 'Using target price'
-            END IF;
+        WHEN _last_norm IS NOT NULL THEN 'Using last price as base'
-            IF _target_price > _last_price THEN
+        WHEN _list_eff IS NOT NULL THEN 'Using list price as base'
-                _reason := _reason || ', capped to not exceed last price';
+      END;
-            END IF;
+
-            IF _list_price IS NOT NULL AND _price = _list_price AND _target_price > _list_price THEN
+    -- Step 1: use base price less than last price, use last price
-                _reason := _reason || ', capped to not exceed list price';
+    IF base_price < _last_norm THEN 
-            END IF;
+        base_price := _last_norm;
+        reason := 'Last price';
     END IF;
 
-    ELSIF _use_last_price THEN
+    -- Step 2: use price from previous step but don't allow it to be x% above last price
-        _price := _last_price;
+    IF base_price > _list_eff THEN 
-        _reason := 'Last price - no target';
+        base_price := _list_eff;
-
+        reason := 'List price ceiling';
-    ELSIF _target_price IS NOT NULL THEN
-        _price := _target_price;
-
-        IF _last_price IS NOT NULL AND _last_date IS NOT NULL THEN
-            _reason := format(
-                'Last price ignored (too old: %s), using target price',
-                to_char(_last_date, 'YYYY-MM-DD')
-            );
-        ELSE
-            _reason := 'Target price - no prior sale';
     END IF;
 
-    ELSE
+    final_price := base_price;
-        _price := NULL;
 
-        IF _last_price IS NOT NULL AND _last_date IS NOT NULL THEN
+    RETURN QUERY SELECT final_price, reason;
-            _reason := format(
+END $$;
-                'Last price ignored (too old: %s), no pricing available',
-                to_char(_last_date, 'YYYY-MM-DD')
-            );
-        ELSE
-            _reason := 'No pricing available';
-        END IF;
-    END IF;
-
-    RETURN QUERY SELECT _price, _reason;
-END;
-$$ LANGUAGE plpgsql;

procs/lastprice_logic.ms.sql

@@ -1,4 +1,3 @@
-
 -- JSON-based helper function for last price selection
 CREATE OR ALTER FUNCTION pricing.pick_last_price_from_hist_json (
 	@part_stats NVARCHAR(MAX),
@@ -11,11 +10,12 @@ RETURNS @result TABLE (
 	qty NUMERIC(20,5),
 	dataseg NVARCHAR(100),
 	ord NVARCHAR(20),
-	quote NVARCHAR(20)
+	quote NVARCHAR(20),
+	part NVARCHAR(100)
 )
 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);
@@ -27,63 +27,81 @@ BEGIN
 		 WITH (mrq NVARCHAR(MAX) AS JSON, mrs NVARCHAR(MAX) AS JSON) flags;
 
 	-- Helper to extract fields from a JSON object
-	DECLARE @dsq_price NUMERIC(20,5), @dsq_date DATE, @dsq_qty NUMERIC(20,5), @dsq_dataseg NVARCHAR(100), @dsq_ord NVARCHAR(20), @dsq_quote NVARCHAR(20);
+	DECLARE @dsq_price NUMERIC(20,5), @dsq_date DATE, @dsq_qty NUMERIC(20,5), @dsq_dataseg NVARCHAR(100), @dsq_ord NVARCHAR(20), @dsq_quote NVARCHAR(20), @dsq_part NVARCHAR(100);
-	DECLARE @dss_price NUMERIC(20,5), @dss_date DATE, @dss_qty NUMERIC(20,5), @dss_dataseg NVARCHAR(100), @dss_ord NVARCHAR(20), @dss_quote NVARCHAR(20);
+	DECLARE @dss_price NUMERIC(20,5), @dss_date DATE, @dss_qty NUMERIC(20,5), @dss_dataseg NVARCHAR(100), @dss_ord NVARCHAR(20), @dss_quote NVARCHAR(20), @dss_part NVARCHAR(100);
-	DECLARE @mrq_price NUMERIC(20,5), @mrq_date DATE, @mrq_qty NUMERIC(20,5), @mrq_dataseg NVARCHAR(100), @mrq_ord NVARCHAR(20), @mrq_quote NVARCHAR(20);
+	DECLARE @mrq_price NUMERIC(20,5), @mrq_date DATE, @mrq_qty NUMERIC(20,5), @mrq_dataseg NVARCHAR(100), @mrq_ord NVARCHAR(20), @mrq_quote NVARCHAR(20), @mrq_part NVARCHAR(100);
-	DECLARE @mrs_price NUMERIC(20,5), @mrs_date DATE, @mrs_qty NUMERIC(20,5), @mrs_dataseg NVARCHAR(100), @mrs_ord NVARCHAR(20), @mrs_quote NVARCHAR(20);
+	DECLARE @mrs_price NUMERIC(20,5), @mrs_date DATE, @mrs_qty NUMERIC(20,5), @mrs_dataseg NVARCHAR(100), @mrs_ord NVARCHAR(20), @mrs_quote NVARCHAR(20), @mrs_part NVARCHAR(100);
 
 	IF @dsq IS NOT NULL
-		SELECT @dsq_price = price, @dsq_date = odate, @dsq_qty = qty, @dsq_dataseg = datasegment, @dsq_ord = ordnum, @dsq_quote = quoten
+		SELECT @dsq_price = price, @dsq_date = odate, @dsq_qty = qty, @dsq_dataseg = datasegment, @dsq_ord = ordnum, @dsq_quote = quoten, @dsq_part = part
 		FROM OPENJSON(@dsq)
-		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
+		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
 	IF @dss IS NOT NULL
-		SELECT @dss_price = price, @dss_date = odate, @dss_qty = qty, @dss_dataseg = datasegment, @dss_ord = ordnum, @dss_quote = quoten
+		SELECT @dss_price = price, @dss_date = odate, @dss_qty = qty, @dss_dataseg = datasegment, @dss_ord = ordnum, @dss_quote = quoten, @dss_part = part
 		FROM OPENJSON(@dss)
-		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
+		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
 	IF @mrq IS NOT NULL
-		SELECT @mrq_price = price, @mrq_date = odate, @mrq_qty = qty, @mrq_dataseg = datasegment, @mrq_ord = ordnum, @mrq_quote = quoten
+		SELECT @mrq_price = price, @mrq_date = odate, @mrq_qty = qty, @mrq_dataseg = datasegment, @mrq_ord = ordnum, @mrq_quote = quoten, @mrq_part = part
 		FROM OPENJSON(@mrq)
-		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
+		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
 	IF @mrs IS NOT NULL
-		SELECT @mrs_price = price, @mrs_date = odate, @mrs_qty = qty, @mrs_dataseg = datasegment, @mrs_ord = ordnum, @mrs_quote = quoten
+		SELECT @mrs_price = price, @mrs_date = odate, @mrs_qty = qty, @mrs_dataseg = datasegment, @mrs_ord = ordnum, @mrs_quote = quoten, @mrs_part = part
 		FROM OPENJSON(@mrs)
-		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20));
+		WITH (price NUMERIC(20,5), qty NUMERIC(20,5), datasegment NVARCHAR(100), odate DATE, ordnum NVARCHAR(20), quoten NVARCHAR(20), part NVARCHAR(100));
 
 	-- 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
-		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 (@dss_price, 'dss', @dss_date, @dss_qty, @dss_dataseg, @dss_ord, @dss_quote, @dss_part);
-			INSERT INTO @result VALUES (@dsq_price, 'dsq', @dsq_date, @dsq_qty, @dsq_dataseg, @dsq_ord, @dsq_quote);
-		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);
         RETURN;
     END
+	-- IF (@dsq_date IS NOT NULL AND @dsq_date > @age_threshold)
+	-- 	OR (@dss_date IS NOT NULL AND @dss_date > @age_threshold)
+	-- BEGIN
+	-- 	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
-		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);
-		ELSE IF @mrs_date IS NOT NULL
-			INSERT INTO @result VALUES (@mrs_price, 'mrs', @mrs_date, @mrs_qty, @mrs_dataseg, @mrs_ord, @mrs_quote);
         RETURN;
     END
+	-- IF (@mrq_date IS NOT NULL OR @mrs_date IS NOT NULL)
+	-- BEGIN
+	-- 	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;
+	-- 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_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_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_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 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);
+	-- 	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;
@@ -20,6 +20,7 @@ BEGIN
         best JSONB := NULL;
         best_date DATE := NULL;
     BEGIN
+	    -- set dates
         IF dsq IS NOT NULL AND (dsq->>'price') IS NOT NULL THEN
             dsq_date := (dsq->>'odate')::date;
         END IF;
@@ -34,40 +35,31 @@ BEGIN
         END IF;
 
         -- 1. Prefer the most recent of dss/dsq if either is within the age threshold
-        IF (dsq_date IS NOT NULL AND dsq_date > (CURRENT_DATE - age_threshold))
+        IF dss_date IS NOT NULL AND dss_date > (CURRENT_DATE - age_threshold) THEN
-           OR (dss_date IS NOT NULL AND dss_date > (CURRENT_DATE - age_threshold)) THEN
-            IF dsq_date IS NOT NULL AND (dss_date IS NULL OR dsq_date >= dss_date) AND dsq_date > (CURRENT_DATE - age_threshold) THEN
-                result := dsq || jsonb_build_object('source', 'dsq');
-            ELSIF dss_date IS NOT NULL AND dss_date > (CURRENT_DATE - age_threshold) THEN
             result := dss || jsonb_build_object('source', 'dss');
-            END IF;
         -- 2. If both dss/dsq are older than the threshold, use the most recent of mrs/mrq if either exists
-        ELSIF (mrq_date IS NOT NULL OR mrs_date IS NOT NULL) THEN
+        ELSIF mrs_date IS NOT NULL AND mrs_date > (CURRENT_DATE - age_threshold) THEN
-            IF mrq_date IS NOT NULL AND (mrs_date IS NULL OR mrq_date >= mrs_date) THEN
-                result := mrq || jsonb_build_object('source', 'mrq');
-            ELSIF mrs_date IS NOT NULL THEN
             result := mrs || jsonb_build_object('source', 'mrs');
-            END IF;
         -- 3. If all are at least as old as the threshold, pick the least oldest price available
         ELSE
             best := NULL;
             best_date := NULL;
-            IF dsq_date IS NOT NULL THEN
+            -- IF dsq_date IS NOT NULL THEN
-                best := dsq || jsonb_build_object('source', 'dsq');
+            --     best := dsq || jsonb_build_object('source', 'dsq');
-                best_date := dsq_date;
+            --     best_date := dsq_date;
-            END IF;
+            -- END IF;
-            IF dss_date IS NOT NULL AND (best_date IS NULL OR dss_date > best_date) THEN
+            -- IF dss_date IS NOT NULL AND (best_date IS NULL OR dss_date > best_date) THEN
-                best := dss || jsonb_build_object('source', 'dss');
+            --     best := dss || jsonb_build_object('source', 'dss');
-                best_date := dss_date;
+            --     best_date := dss_date;
-            END IF;
+            -- END IF;
-            IF mrq_date IS NOT NULL AND (best_date IS NULL OR mrq_date > best_date) THEN
+            -- IF mrq_date IS NOT NULL AND (best_date IS NULL OR mrq_date > best_date) THEN
-                best := mrq || jsonb_build_object('source', 'mrq');
+            --     best := mrq || jsonb_build_object('source', 'mrq');
-                best_date := mrq_date;
+            --     best_date := mrq_date;
-            END IF;
+            -- END IF;
-            IF mrs_date IS NOT NULL AND (best_date IS NULL OR mrs_date > best_date) THEN
+            -- IF mrs_date IS NOT NULL AND (best_date IS NULL OR mrs_date > best_date) THEN
-                best := mrs || jsonb_build_object('source', 'mrs');
+            --     best := mrs || jsonb_build_object('source', 'mrs');
-                best_date := mrs_date;
+            --     best_date := mrs_date;
-            END IF;
+            -- END IF;
             result := best;
         END IF;
         RETURN result;

procs/matrix_guidance.pg.sql

@@ -1,3 +1,4 @@
+-- Recreate queue with columns matching single_price_call outputs
 DROP TABLE IF EXISTS pricequote.queue;
 
 CREATE TABLE pricequote.queue (
@@ -12,6 +13,22 @@ CREATE TABLE pricequote.queue (
     tier                TEXT,
     pltq                NUMERIC,
     plevel              TEXT,
+    partgroup           TEXT,
+    part_v1ds           TEXT,
+    v0ds                TEXT,
+    curstd_orig         NUMERIC,
+    futstd_orig         NUMERIC,
+    curstd              NUMERIC,
+    futstd              NUMERIC,
+    curstd_last         NUMERIC,
+    futstd_last         NUMERIC,
+    customized          TEXT,
+    last_premium        NUMERIC,
+    last_premium_method TEXT,
+    last_price_norm     NUMERIC,
+    last_isdiff         TEXT,
+    last_v0ds           TEXT,
+    tprice_last         NUMERIC,
     last_price          NUMERIC,
     last_qty            NUMERIC,
     last_dataseg        TEXT,
@@ -19,227 +36,228 @@ CREATE TABLE pricequote.queue (
     last_order          TEXT,
     last_quote          TEXT,
     last_source         TEXT,
+    hist                JSONB,
     tprice              NUMERIC,
     tmath               JSONB,
     volume_range        TEXT,
-    list_price NUMERIC,
+    listprice           NUMERIC,
-    list_code TEXT,
+    listcode            TEXT,
+    listprice_eff       NUMERIC,
+    list_relevance      TEXT,
     guidance_price      NUMERIC,
     guidance_reason     TEXT,
+    approval_price      NUMERIC,
+    approval_reason     TEXT,
     expl                JSONB,
-    ui_json JSONB,
+    ui_json             JSONB
-    partgroup TEXT
 );
 
-/*
+CREATE INDEX IF NOT EXISTS idx_osm_stack_merge
-====================================================================================
+ON rlarp.osm_stack (bill_cust, ship_cust, part, stlc, dataseg, qtyord);
- Script: matrix_guidance.pg.sql
- Purpose: Batch pricing logic for sales matrix (PostgreSQL)
- -----------------------------------------------------------------------------------
- Description:
-   - Seeds a queue table with distinct pricing scenarios from rlarp.osm_stack
-   - Enriches each scenario with customer, channel, tier, pack quantity, and price level
-   - Looks up and applies target price, price history, list price, and guidance logic
-   - Builds a JSON explanation for each scenario
-   - Merges results back into the main sales matrix table
-
- Inputs:
-   - Source table: rlarp.osm_stack
-   - Pricing reference tables: pricequote.target_prices, pricequote.lastpricedetail, pricequote.pricelist_ranged
-   - Customer/item reference: rlarp.cust, CMS.CUSLG.itemm, CMS.CUSLG.IPRCBHC
-
- Outputs:
-   - Updates rlarp.osm_stack.pricing with a JSON explanation for each scenario
-   - All intermediate results are stored in pricequote.queue
-
- Key Business Logic:
-   - Channel/tier/customer resolution based on bill/ship codes
-   - Target price and math lookup by segment, channel, tier, and volume
-   - Price history precedence and extraction via helper function
-   - List price selection: lowest valid price for the scenario
-   - Guidance logic: computed from target, last, and list prices
-
- Dependencies:
-   - pricequote.guidance_logic (function)
-   - pricequote.pick_last_price_from_hist (function)
-
- Notes:
-   - Designed for batch/matrix pricing updates
-   - Assumes all referenced tables and functions exist
-   - See also: single_price_call.pg.sql for single-row logic
-====================================================================================
-*/
-
-CREATE INDEX idx_osm_stack_merge
-ON rlarp.osm_stack (
-    bill_cust,
-    ship_cust,
-    part,
-    stlc,
-    dataseg,
-    qtyord
-);
-
-CREATE INDEX idx_queue_merge
-ON pricequote.queue (
-    bill,
-    ship,
-    part,
-    stlc,
-    v1ds,
-    vol
-);
 
+CREATE INDEX IF NOT EXISTS idx_queue_merge
+ON pricequote.queue (bill, ship, part, stlc, v1ds, vol);
 
+-- Batch procedure mirroring single_price_call logic (4-space indentation)
 --DROP PROCEDURE IF EXISTS pricequote.process_queue;
-
 CREATE OR REPLACE PROCEDURE pricequote.process_queue()
 LANGUAGE plpgsql
 AS $$
 BEGIN
-
+    --------------------------------------------------------------------
-    -----------------------------------------------------------------------
+    -- 1) Seed queue from matrix
-    -- Step 1: Seed the queue table with distinct pricing scenarios
+    --------------------------------------------------------------------
-    -----------------------------------------------------------------------
     DELETE FROM pricequote.queue;
+	-- 1:30
 
-    INSERT INTO pricequote.queue (bill, ship, part, stlc, v1ds, vol, expl)
+    INSERT INTO pricequote.queue (bill, ship, part, stlc, v1ds, vol, expl, ui_json)
     SELECT DISTINCT
-        o.bill_cust AS bill,
+        o.bill_cust,
-        o.ship_cust AS ship,
+        o.ship_cust,
         o.part,
         o.stlc,
-        o.dataseg AS v1ds,
+        o.dataseg,
-        o.qtyord AS vol,
+        o.qtyord,
-        '{}'::jsonb AS expl
+        '{}'::jsonb,
+        '{}'::jsonb
     FROM rlarp.osm_stack o
     WHERE
         o.fs_line = '41010'
         AND o.calc_status <> 'CANCELLED'
         AND o.version IN ('Actual', 'Forecast', 'Quotes')
         AND o.part IS NOT NULL
-        AND substring(o.glec, 1, 1) <= '2';
+        AND SUBSTRING(o.glec, 1, 1) <= '2';
-	-- 44 seconds
+    -- 2:12   0:38
 
-
+    --------------------------------------------------------------------
-    -----------------------------------------------------------------------
+    -- 2) Enrich: chan, tier, cust, pltq, plevel, partgroup (+stlc fix)
-    -- Step 2: Enrich customer, tier, channel, pack quantity, and level
+    --------------------------------------------------------------------
-    -----------------------------------------------------------------------
     MERGE INTO pricequote.queue q
     USING (
         SELECT
             q.ctid,
-            -- Determine sales channel
             CASE SUBSTRING(bc.cclass, 2, 3)
-                WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
+                WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3) WHEN 'DIS' THEN 'WHS' ELSE 'DRP' END
-                                    WHEN 'DIS' THEN 'WHS'
-                                    ELSE 'DRP'
-                                END
                 ELSE 'DIR'
             END AS chan,
-
-            -- Determine pricing tier
             CASE SUBSTRING(bc.cclass, 2, 3)
                 WHEN 'DIR' THEN bc.tier
                 ELSE COALESCE(sc.tier, bc.tier)
             END AS tier,
-
-            -- Resolve customer DBA name
             CASE SUBSTRING(bc.cclass, 2, 3)
-                WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
+                WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3) WHEN 'DIS' THEN bc.dba ELSE sc.dba END
-                                    WHEN 'DIS' THEN bc.dba
-                                    ELSE sc.dba
-                                END
                 ELSE bc.dba
             END AS cust,
-
-            -- Pack quantity
             i.mpck AS pltq,
-
-            -- Price level
             CASE SUBSTRING(bc.cclass, 2, 3)
-                WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3)
+                WHEN 'DIS' THEN CASE SUBSTRING(sc.cclass, 2, 3) WHEN 'DIS' THEN sc.plevel ELSE bc.plevel END
-                                    WHEN 'DIS' THEN sc.plevel
-                                    ELSE bc.plevel
-                                END
                 ELSE bc.plevel
             END AS plevel,
-            i.partgroup
+            i.partgroup AS partgroup,
+            SUBSTRING(q.part, 1, 8) AS stlc_fix
         FROM pricequote.queue q
         JOIN rlarp.cust bc ON bc.code = q.bill
         LEFT JOIN rlarp.cust sc ON sc.code = q.ship
         LEFT JOIN "CMS.CUSLG".itemm i ON i.item = q.part
-    ) src
+    ) s
-    ON (q.ctid = src.ctid)
+    ON (q.ctid = s.ctid)
-    WHEN MATCHED THEN
+    WHEN MATCHED THEN UPDATE SET
-    UPDATE SET
+        chan = s.chan,
-        chan   = src.chan,
+        tier = s.tier,
-        tier   = src.tier,
+        cust = s.cust,
-        cust   = src.cust,
+        pltq = s.pltq,
-        pltq   = src.pltq,
+        plevel = s.plevel,
-        plevel = src.plevel,
+        partgroup = s.partgroup,
-        partgroup = src.partgroup;
+        stlc = COALESCE(q.stlc, s.stlc_fix);
-	-- 17 seconds 
+    -- 4:51  0:17
 
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
-    -- Step 3: Apply target prices and embed target metadata
+    -- 3) Scenario fields from item master: part_v1ds, v0ds, orig costs
-    -----------------------------------------------------------------------
+    --    + customized flag
+    --------------------------------------------------------------------
+    UPDATE pricequote.queue q
+    SET
+        part_v1ds = i0.v1ds,
+        v0ds = (CASE SUBSTRING(q.v1ds, 4, 1) WHEN 'B' THEN 'B' ELSE 'C' END)
+             || (CASE SUBSTRING(q.v1ds, 6, 1) WHEN 'L' THEN 'L' WHEN 'P' THEN 'P' ELSE '' END),
+        curstd_orig = i0.curstdus,
+        futstd_orig = i0.futstdus,
+        customized = CASE
+            WHEN i0.v1ds IS NOT NULL AND q.v1ds IS NOT NULL AND i0.v1ds <> q.v1ds
+                THEN 'Customized'
+            ELSE ''
+        END
+    FROM "CMS.CUSLG".itemm i0
+    WHERE i0.item = q.part;
+    -- 3:21  0:20
+
+    --------------------------------------------------------------------
+    -- 4) History: store hist, extract last_* with precedence helper
+    --------------------------------------------------------------------
+	UPDATE pricequote.queue q
+	SET
+	    hist         = x.part_stats,                    -- from the correlated subquery
+	    last_price   = (j->>'price')::NUMERIC,
+	    last_qty     = (j->>'qty')::NUMERIC,
+	    last_dataseg = j->>'datasegment',
+	    last_date    = (j->>'odate')::DATE,
+	    last_order   = j->>'ordnum',
+	    last_quote   = j->>'quoten',
+	    last_source  = j->>'source',
+	    last_isdiff  = CASE
+	                     WHEN (j->>'datasegment') IS NOT NULL
+	                      AND q.v1ds IS NOT NULL
+	                      AND (j->>'datasegment') <> q.v1ds
+	                     THEN 'Last Sale Diff Part'
+	                   END,
+	    last_v0ds    = (CASE SUBSTRING(j->>'datasegment', 4, 1)
+	                      WHEN 'B' THEN 'B' ELSE 'C' END)
+	                   || (CASE SUBSTRING(j->>'datasegment', 6, 1)
+	                      WHEN 'L' THEN 'L'
+	                      WHEN 'P' THEN 'P'
+	                      ELSE '' END)
+	FROM (
+	    SELECT
+	        q2.ctid,
+	        lp2.part_stats,
+	        pricequote.pick_last_price_from_hist(lp2.part_stats, q2.v1ds) AS j
+	    FROM pricequote.queue q2
+	    JOIN pricequote.lastpricedetail lp2
+	      ON lp2.customer  = q2.cust
+	     AND lp2.partgroup = q2.partgroup
+	) AS x
+	WHERE q.ctid = x.ctid;
+    -- 7:32  1:31
+
+    --------------------------------------------------------------------
+    -- 5) Target (requested v1ds): tprice, tmath, volume_range
+    --------------------------------------------------------------------
     UPDATE pricequote.queue q
     SET
         tprice = tp.price,
-        expl = q.expl || jsonb_build_object(
+        tmath = to_json(tp.math),
-            'target_price', tp.price,
+        volume_range = tp.vol::TEXT
-            'calculated_pallets', FLOOR(q.vol / NULLIF(q.pltq, 0)),
+    FROM pricequote.target_prices_base tp
-            'exact_pallets', ROUND(q.vol / NULLIF(q.pltq, 0), 5),
-            'volume range', tp.vol::TEXT,
-            'customer', q.cust,
-            'channel', q.chan,
-            'tier', TRIM(q.tier),
-            'target math', tp.math
-        )
-    FROM pricequote.target_prices tp
     WHERE
         tp.stlc = q.stlc
         AND tp.ds = q.v1ds
         AND tp.chan = q.chan
         AND tp.tier = q.tier
-        AND FLOOR(q.vol / NULLIF(q.pltq, 0))::int <@ tp.vol;
+        AND FLOOR(q.vol / NULLIF(q.pltq, 0))::INT <@ tp.vol;
-	-- 20 seconds
+    -- 2:51  0:15
 
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
-    -- Step 4: Lookup price history and embed all relevant keys and precedence
+    -- 6) Target for last_dataseg (tprice_last)
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
-    -- Use the helper function to extract last price precedence and build JSON explanation as in single_price_call
     UPDATE pricequote.queue q
     SET
-        last_price = (last_json->>'price')::numeric,
+        tprice_last = tp2.price
-        last_qty = (last_json->>'qty')::numeric,
+    FROM pricequote.target_prices_base tp2
-        last_dataseg = last_json->>'datasegment',
+    WHERE
-        last_date = (last_json->>'odate')::date,
+        q.last_dataseg IS NOT NULL
-        last_order = last_json->>'ordnum',
+        AND tp2.stlc = q.stlc
-        last_quote = last_json->>'quoten',
+        AND tp2.ds = q.last_dataseg
-        last_source = last_json->>'source',
+        AND tp2.chan = q.chan
-        expl = q.expl || jsonb_build_object(
+        AND tp2.tier = q.tier
-            'last_price', (last_json->>'price')::numeric,
+        AND FLOOR(q.last_qty / NULLIF(q.pltq, 0))::INT <@ tp2.vol;
-            'last_qty', (last_json->>'qty')::numeric,
+    -- 1:26  0:08
-            'last_dataseg', last_json->>'datasegment',
-            'last_source', last_json->>'source',
-            'last_date', (last_json->>'odate')::date,
-            'last_order', last_json->>'ordnum',
-            'last_quote', last_json->>'quoten'
-        )
-    FROM (
-        SELECT q.ctid, pricequote.pick_last_price_from_hist(lp.part_stats, q.v1ds) AS last_json
-        FROM pricequote.queue q
-        JOIN pricequote.lastpricedetail lp
-          ON lp.customer = q.cust AND lp.partgroup = q.partgroup
-    ) sub
-    WHERE q.ctid = sub.ctid;
-	-- 2 minutes 36 seconds
 
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
-    -- Step 5: Resolve best list price and insert it with list code
+    -- 7) Cost data for requested v1ds and last_dataseg
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
+	UPDATE pricequote.queue q
+	SET
+	    curstd      = CASE WHEN COALESCE(q.customized,'')  = '' THEN q.curstd_orig ELSE COALESCE(s.v1_cur,  s.v0_cur)  END,
+	    futstd      = CASE WHEN COALESCE(q.customized,'')  = '' THEN q.futstd_orig ELSE COALESCE(s.v1_fut,  s.v0_fut)  END,
+	    curstd_last = CASE WHEN COALESCE(q.last_isdiff,'') = '' THEN q.curstd_orig ELSE COALESCE(s.v1l_cur, s.v0l_cur) END,
+	    futstd_last = CASE WHEN COALESCE(q.last_isdiff,'') = '' THEN q.futstd_orig ELSE COALESCE(s.v1l_fut, s.v0l_fut) END
+	FROM (
+	    SELECT
+	        q2.ctid,
+	        v1.curstdus  AS v1_cur,
+	        v1.futstdus  AS v1_fut,
+	        v0.curstdus  AS v0_cur,
+	        v0.futstdus  AS v0_fut,
+	        v1l.curstdus AS v1l_cur,
+	        v1l.futstdus AS v1l_fut,
+	        v0l.curstdus AS v0l_cur,
+	        v0l.futstdus AS v0l_fut
+	    FROM pricequote.queue q2
+	    LEFT JOIN rlarp.cost_v1ds v1
+	        ON v1.stlc = q2.stlc AND v1.v1ds = q2.v1ds
+	    LEFT JOIN rlarp.cost_v0ds v0
+	        ON v0.stlc = q2.stlc AND v0.v0ds = q2.v0ds
+	    LEFT JOIN rlarp.cost_v1ds v1l
+	        ON v1l.stlc = q2.stlc AND v1l.v1ds = q2.last_dataseg
+	    LEFT JOIN rlarp.cost_v0ds v0l
+	        ON v0l.stlc = q2.stlc AND v0l.v0ds = q2.last_v0ds
+	) AS s
+	WHERE q.ctid = s.ctid;
+	-- 4:15  0:25
+
+    --------------------------------------------------------------------
+    -- 8) List price (lowest valid); allow open-ended ranges (vb_to IS NULL)
+    --------------------------------------------------------------------
     WITH ranked_prices AS (
         SELECT
             q.ctid,
@@ -254,56 +272,260 @@ BEGIN
             ON pr.jcplcd = TRIM(i.jbplcd)
            AND pr.jcpart = q.part
            AND q.vol >= pr.vb_from
-           AND q.vol < pr.vb_to
+           AND (q.vol < pr.vb_to OR pr.vb_to IS NULL)
     ),
     best_price AS (
         SELECT * FROM ranked_prices WHERE rn = 1
     )
     UPDATE pricequote.queue q
     SET
-        list_price = p.price,
+        listprice = p.price,
-        list_code  = p.jcplcd,
+        listcode  = p.jcplcd
-        expl = q.expl || jsonb_build_object(
-            'list_price', p.price,
-            'list_code', p.jcplcd
-        )
     FROM best_price p
     WHERE q.ctid = p.ctid;
-	-- 15 seconds
+	-- 2:48  0:18
 
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
-    -- Step 6: Compute guidance price using logic function
+    -- 9) Normalize last (when last_dataseg != v1ds) + effective list flags
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
     UPDATE pricequote.queue q
     SET
-        guidance_price  = g.guidance_price,
+        last_premium = CASE
-        guidance_reason = g.guidance_reason,
+            WHEN q.last_isdiff IS NOT NULL
-        expl = q.expl || jsonb_build_object(
+                 AND q.tprice_last IS NOT NULL
-            'guidance_price', g.guidance_price,
+                 AND q.tprice IS NOT NULL
-            'guidance_reason', g.guidance_reason
+                 AND q.tprice_last <> 0
-        )
+                THEN ROUND(q.tprice / q.tprice_last, 5)
+            WHEN q.last_isdiff IS NOT NULL
+                 AND q.curstd_last IS NOT NULL
+                 AND q.curstd IS NOT NULL
+                 AND q.curstd_last <> 0
+                THEN ROUND(q.curstd / q.curstd_last,5)
+        END,
+        last_premium_method = CASE
+            WHEN q.last_isdiff IS NOT NULL
+                 AND q.tprice_last IS NOT NULL
+                 AND q.tprice IS NOT NULL
+                 AND q.tprice_last <> 0
+                THEN 'Target Price Ratio'
+            WHEN q.last_isdiff IS NOT NULL
+                 AND q.curstd_last IS NOT NULL
+                 AND q.curstd IS NOT NULL
+                 AND q.curstd_last <> 0
+                THEN 'Cost Ratio'
+            WHEN q.last_isdiff IS NOT NULL
+                THEN 'Unknown'
+        END,
+        last_price_norm = CASE
+            WHEN q.last_isdiff IS NOT NULL
+                 AND q.tprice_last IS NOT NULL
+                 AND q.tprice IS NOT NULL
+                 AND q.tprice_last <> 0
+                THEN ROUND(q.last_price * (q.tprice / q.tprice_last), 5)
+            WHEN q.last_isdiff IS NOT NULL
+                 AND q.curstd_last IS NOT NULL
+                 AND q.curstd IS NOT NULL
+                 AND q.curstd_last <> 0
+                THEN ROUND(q.last_price * (q.curstd / q.curstd_last), 5)
+            ELSE q.last_price
+        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  0:23
+
+    --------------------------------------------------------------------
+    -- 10) Guidance using normalized last + effective list
+    --------------------------------------------------------------------
+	UPDATE pricequote.queue q
+	SET
+	    guidance_price  = s.guidance_price,
+	    guidance_reason = s.guidance_reason,
+	    approval_price  = s.approval_price,
+	    approval_reason = s.approval_reason
 	FROM (
 	    SELECT
-            q.ctid,
+	        q2.ctid,
 	        g.guidance_price,
-            g.guidance_reason
+	        g.guidance_reason,
-        FROM pricequote.queue q
+	        a.approval_price,
+	        a.approval_reason
+	    FROM 
+            pricequote.queue q2
             JOIN LATERAL pricequote.guidance_logic(
-            q.tprice,
+                q2.tprice,
-            q.last_price,
+                q2.last_price_norm,
-            q.list_price,
+                q2.listprice_eff,
-            q.last_date
+                q2.last_date,
+                1.0, 1.0, 1.0
             ) g ON TRUE
-    ) g
+            JOIN LATERAL pricequote.approval_logic(
-    WHERE q.ctid = g.ctid;
+                q2.tprice,
-	-- 27 seconds
+                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  0:39
 
+    --------------------------------------------------------------------
+    -- 11) Build expl and ui_json identical to single_price_call
+    --------------------------------------------------------------------
+    UPDATE pricequote.queue q
+    SET
+        expl = jsonb_build_object(
+            'last', jsonb_build_object(
+                'last_part', (pricequote.pick_last_price_from_hist(q.hist, q.v1ds)->>'part'),
+                'last_price', q.last_price,
+                'last_qty', q.last_qty,
+                'last_dataseg', q.last_dataseg,
+                'last_v0ds', q.last_v0ds,
+                'last_source', q.last_source,
+                'last_date', q.last_date,
+                'last_order', q.last_order,
+                'last_quote', q.last_quote,
+                'last_isdiff', q.last_isdiff,
+                'last_premium', q.last_premium,
+                'last_premium_method', q.last_premium_method,
+                'last_price_norm', q.last_price_norm,
+                'tprice_last', q.tprice_last
+            ),
+            'scenario', jsonb_build_object(
+                'calculated_pallets', FLOOR(q.vol / NULLIF(q.pltq, 0)),
+                'exact_pallets', ROUND(q.vol / NULLIF(q.pltq, 0), 5),
+                'customer', q.cust,
+                'channel', q.chan,
+                'tier', TRIM(q.tier),
+                'v1ds', q.v1ds,
+                'v0ds', q.v0ds,
+                'part_v1ds', q.part_v1ds,
+                'customized', q.customized
+            ),
+            'cost', jsonb_build_object(
+                'curstd_orig', q.curstd_orig,
+                'futstd_orig', q.futstd_orig,
+                'curstd_last', q.curstd_last,
+                'futstd_last', q.futstd_last,
+                'curstd', q.curstd,
+                'futstd', q.futstd
+            ),
+            'targets', jsonb_build_object(
+                'target_price', q.tprice,
+                'target_math', q.tmath,
+				'volume_range', q.volume_range
+            ),
+            'list', jsonb_build_object(
+                'listcode', q.listcode,
+                'listprice', q.listprice,
+                'listprice_eff', q.listprice_eff,
+                'list_relevance', q.list_relevance
+            ),
+            'guidance_price', q.guidance_price,
+            'guidance_reason', q.guidance_reason,
+            'approval_price', q.approval_price,
+            'approval_reason', q.approval_reason
+        ),
+        ui_json = jsonb_build_object(
+            'details', jsonb_build_array(
+                jsonb_build_object(
+                    'label', 'History',
+                    'details', jsonb_build_array(
+                        jsonb_build_object(
+                            'label', CASE WHEN q.last_price IS NOT NULL THEN 'Last Sale: ' || q.last_date ELSE 'No Recent' END,
+                            'value', COALESCE(q.last_price, 0),
+                            'type', 'currency',
+                            'note', CASE WHEN q.last_price IS NOT NULL THEN
+                                CASE q.last_source
+                                    WHEN 'mrq' THEN 'Recent similar ' || (pricequote.pick_last_price_from_hist(q.hist, q.v1ds)->>'part') || ' qty: ' || q.last_qty
+                                    WHEN 'mrs' THEN 'Recent similar ' || (pricequote.pick_last_price_from_hist(q.hist, q.v1ds)->>'part') || ' qty: ' || q.last_qty
+                                    WHEN 'dsq' THEN 'Last quote qty: ' || q.last_qty
+                                    WHEN 'dss' THEN 'Last sale qty: ' || q.last_qty
+                                    ELSE ''
+                                END
+                                || CASE WHEN COALESCE(q.last_order, '0') = '0'
+                                       THEN ' Qt# ' || COALESCE(q.last_quote, '')
+                                       ELSE ' Ord# ' || COALESCE(q.last_order, '')
+                                   END
+                            END
+                        )
+                    )
+                    || CASE WHEN COALESCE(q.last_premium, 1) <> 1 THEN
+                           jsonb_build_array(
+                               jsonb_build_object(
+                                   'label', 'Price Difference',
+                                   'value', q.last_premium,
+                                   'type', 'percent',
+                                   'note', q.last_premium_method
+                               )
+                           )
+                       ELSE '[]'::jsonb END
+                    || CASE WHEN COALESCE(q.last_premium, 1) <> 1 THEN
+                           jsonb_build_array(
+                               jsonb_build_object(
+                                   'label', 'Adjusted Price',
+                                   'value', q.last_price_norm,
+                                   'type', 'currency',
+                                   'note', 'normalized to ' || q.v1ds
+                               )
+                           )
+                       ELSE '[]'::jsonb END
+                ),
+                jsonb_build_object(
+                    'label', 'List',
+                    'details', jsonb_build_array(
+                        jsonb_build_object(
+                            'label', 'List:' || COALESCE(q.listcode, ''),
+                            'value', q.listprice,
+                            'type', 'currency',
+                            'note', q.list_relevance
+                        )
+                    )
+                ),
+                jsonb_build_object(
+                    'label', 'Target Calculation',
+                    'details',
+                        (
+                            SELECT jsonb_agg(
+                                jsonb_build_object(
+                                    'label', CASE WHEN v <> '' THEN RTRIM(SUBSTRING(v, 1, 18)) ELSE 'No Target' END,
+                                    'value', CASE WHEN v <> '' THEN SUBSTRING(v, 23, 7)::NUMERIC(20,5)
+                                                           + CASE SUBSTRING(v, 19, 1) WHEN '+' THEN 0 ELSE -1 END
+                                                  ELSE 0 END,
+                                    'type', CASE WHEN v <> '' THEN CASE SUBSTRING(v, 19, 1) WHEN '+' THEN 'currency' ELSE 'Percent' END ELSE '' END,
+                                    'note', CASE WHEN v <> '' THEN CASE SUBSTRING(v, 19, 1) WHEN '+' THEN 'Price' ELSE 'Premium' END ELSE '' END
+                                )
+                            )
+                            FROM jsonb_array_elements_text(COALESCE(q.tmath, '[""]'::jsonb)) AS t(v)
+                        )
+                        || CASE WHEN q.tprice IS NULL THEN '[]'::jsonb
+                                ELSE jsonb_build_object('label', 'Price', 'value', COALESCE(q.tprice, 0), 'type', 'currency', 'note', 'Total') END
+                ),
+                jsonb_build_object(
+                    'label', 'Guidance',
+                    'details', jsonb_build_array(
+                        jsonb_build_object(
+                            'label', 'Price',
+                            'value', COALESCE(q.guidance_price, 0),
+                            'type', 'currency',
+                            'note', COALESCE(q.guidance_reason, '')
+                        )
+                    )
+                )
+            ),
+            'data', q.expl
+        );
+	-- 7:59  2:17
 
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
-    -- Step 7: merge the results back into sales matrix
+    -- 12) Merge back into matrix (store both expl and ui)
-    -----------------------------------------------------------------------
+    --------------------------------------------------------------------
     UPDATE rlarp.osm_stack o
-    SET pricing = pricing || q.expl
+    SET pricing = pricing
+                 || jsonb_build_object(
+                        'expl', q.expl,
+                        'ui',   q.ui_json
+                    )
     FROM pricequote.queue q
     WHERE
         o.bill_cust = q.bill
@@ -316,12 +538,9 @@ BEGIN
         AND o.calc_status <> 'CANCELLED'
         AND o.version IN ('Actual', 'Forecast', 'Quotes')
         AND o.part IS NOT NULL
-        AND substring(o.glec, 1, 1) <= '2';
+        AND SUBSTRING(o.glec, 1, 1) <= '2';
-	-- 6 minutes 31 seconds
+	-- 14:13  10:09
 
-    -----------------------------------------------------------------------
-    -- Done
-    -----------------------------------------------------------------------
     RAISE NOTICE 'Queue processing complete.';
 END;
 $$;

procs/single_price_call.ms.sql

@@ -113,6 +113,7 @@ BEGIN
 		last_order  NVARCHAR(10),
 		last_quote  NVARCHAR(10),
         last_isdiff NVARCHAR(100),
+        last_part   NVARCHAR(100),
         ------------step 3 lookup target---------------
 		tprice      NUMERIC(20,5),
 		tprice_last NUMERIC(20,5),
@@ -131,9 +132,12 @@ BEGIN
 		listprice 	NUMERIC(20,5),
         listprice_eff NUMERIC(20,5),
         list_relevance NVARCHAR(100),
+        list_from 	BIGINT,
         ------------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)
@@ -171,7 +175,7 @@ BEGIN
 						WHEN 'DIS' THEN bc.dba
 						ELSE sc.dba
 					END
-				ELSE q.bill
+				ELSE bc.dba
 			END,
 		pltq = i.mpck,
 		plevel = 
@@ -225,10 +229,11 @@ BEGIN
 		last_order = b.ord,
 		last_quote = b.quote,
         last_isdiff  = CASE WHEN b.dataseg IS NOT NULL AND q.v1ds IS NOT NULL AND b.dataseg <> q.v1ds
-                      THEN 'Last Sale Diff Part' ELSE '' END
+                      THEN 'Last Sale Diff Part' ELSE '' END,
+        last_part = b.part
 	FROM @queue q
 	CROSS APPLY (
-		SELECT TOP 1 price, source, odate, qty, dataseg, ord, quote
+		SELECT TOP 1 price, source, odate, qty, dataseg, ord, quote, part
 		FROM pricing.pick_last_price_from_hist_json(q.hist, q.v1ds)
 	) b;
 
@@ -257,9 +262,9 @@ BEGIN
 		AND q.last_dataseg  = tpl.ds
 		AND q.chan          = tpl.chan
 		AND q.tier          = tpl.tier
-		AND q.calculated_pallets >= tpl.lower_bound
+		AND (q.last_qty/q.pltq) >= tpl.lower_bound
 		AND (
-			tpl.upper_bound IS NULL OR q.calculated_pallets < tpl.upper_bound
+			tpl.upper_bound IS NULL OR (q.last_qty/q.pltq) < tpl.upper_bound
 		);
 
 	--------------------------------------------------------------------------------
@@ -336,7 +341,9 @@ BEGIN
 			ROW_NUMBER() OVER (
 				PARTITION BY q.bill, q.ship, q.part, q.stlc, q.v1ds, q.vol
 				ORDER BY p.price ASC
-			) AS rn
+			) AS rn,
+			p.vb_from,
+			p.vb_to
 		FROM @queue q
 		INNER JOIN CMSInterfaceIn."CMS.CUSLG".IPRCBHC i 
 			ON TRIM(i.jbplvl) = TRIM(q.plevel)
@@ -351,8 +358,9 @@ BEGIN
     SET
 		 listcode = rp.jcplcd 
 		,listprice = rp.price
-        ,listprice_eff  = CASE WHEN q.customized <> '' THEN NULL ELSE q.listprice END
+        ,listprice_eff  = CASE WHEN q.customized <> '' THEN NULL ELSE rp.price END
         ,list_relevance = CASE WHEN q.customized <> '' THEN 'Ignore - Customized' ELSE '' END
+        ,list_from = vb_from
 	FROM @queue q
 	JOIN ranked_prices rp
 		ON q.bill = rp.bill
@@ -371,13 +379,33 @@ 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)),
         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)
+        TRY_CAST(q.last_date       AS DATE),
-    ) g;
+        --allowable price drop percent
+        1.0,
+        --cap on last price
+        1.0,
+        --cap on list percent
+        1.0
+    ) 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.
@@ -392,6 +420,7 @@ BEGIN
 				,q.last_source                                               AS last_source
 				,FORMAT(q.last_date, 'yyyy-MM-dd')                           AS last_date
                 ,q.last_isdiff                                               AS last_isdiff
+                ,q.last_part                                                 AS last_part
                 ,q.tprice_last                                               AS tprice_last
 				,q.tprice                                                    AS target_price
 				,JSON_QUERY(q.tmath)                                         AS target_math
@@ -423,6 +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
 		)
@@ -437,25 +468,63 @@ BEGIN
 			(
 				SELECT
 					panel.label,
+					panel.detailLevel,
 					JSON_QUERY(panel.details) AS details
 				FROM (
 					-- History Panel
 			        SELECT
 			          'History' AS label,
+                      1 as detailLevel,
 			          (
 			            SELECT
-								'Last Price' AS label,
+			              ----------------------label------------------------------------------------
-								q.last_price AS value,
+			              CASE 
+			                WHEN q.last_price IS NOT NULL 
+			                  THEN 			                    
+			                  	CASE ISNULL(q.last_source, '')
+			                    	WHEN 'mrq' THEN 'Similar Quote'
+			                    	WHEN 'mrs' THEN 'Similar Sale'
+			                    	WHEN 'dsq' THEN 'Last Quote'
+			                    	WHEN 'dss' THEN 'Last Sale'
+			                    	ELSE ''
+			                    END
+			                ELSE 'No Recent'
+			              END                                                     AS label,
+			              ----------------------detail-----------------------------------------------
+                          1                                                      AS detailLevel,
+			              ----------------------value------------------------------------------------
+			              ISNULL(q.last_price, 0)                                 AS value,
+			              ----------------------type-------------------------------------------------
 			              'currency'                                              AS type,
+			              ----------------------note-------------------------------------------------
+			              CASE 
+			                WHEN q.last_price IS NOT NULL THEN
 			                  CONCAT(
-									'Source: ', ISNULL(q.last_source, 'N/A'),
+			                    CASE ISNULL(q.last_source, '')
-									' | Date: ', ISNULL(CONVERT(varchar(10), q.last_date, 120), 'N/A'),
+			                    	WHEN 'mrq' THEN 'Similar - ' + last_part
-									' | Order: ', ISNULL(q.last_order, 'N/A'),
+			                    	WHEN 'mrs' THEN 'Similar - ' + last_part
-									' | Quote: ', ISNULL(q.last_quote, 'N/A'),
+			                    	WHEN 'dsq' THEN last_part
-									' | Dataseg: ', ISNULL(q.last_dataseg, 'N/A'),
+			                    	WHEN 'dss' THEN last_part
-									' | Qty: ', ISNULL(CAST(q.last_qty AS varchar(32)), 'N/A')
+			                    	ELSE ''
-								) AS note
+			                    END,
-							FOR JSON PATH, WITHOUT_ARRAY_WRAPPER
+			                    CASE WHEN ISNULL(q.last_order, '0') = '0'
+			                         THEN ' | Qt# ' + ISNULL(q.last_quote, '')
+			                         ELSE ' | Ord# ' + ISNULL(q.last_order, '')
+			                    END,
+			                    ISNULL(' | ' + CONVERT(varchar(10), q.last_date, 120), ''),
+			                    ' | Qty ' + format(q.last_qty,'#,###'),
+			                    CASE WHEN COALESCE(last_isdiff,'') <> '' 
+			                    	THEN 
+			                    		' | Normalized To: ' + cast(last_price_norm AS varchar(10)) 
+			                    		+ ' | ' /*+ q.last_premium_method*/ + ' Last Target = ' + format(q.tprice_last,'0.0####') + ' | Current Target = ' + format(q.tprice,'0.0####')
+			                    	ELSE '' 
+			                    END 
+			                  )
+			                ELSE 
+                                ''
+			              END
+			              AS note
+			            FOR JSON PATH   -- array with one object (no WITHOUT_ARRAY_WRAPPER)
 			          ) AS details
 	
 					UNION ALL
@@ -463,29 +532,64 @@ BEGIN
 					-- List Panel
 					SELECT
 						'List' AS label,
+                        1     AS detailLevel,
 						(
 							SELECT 
-								'List:' + q.listcode AS label,
+								COALESCE('Code: ' + q.listcode,'No List') AS label,
-								q.listprice AS value,
+                                1                      AS detailLevel,
+								COALESCE(q.listprice,0) AS value,
 								'currency' AS type,
-								q.list_relevance AS note
+								COALESCE('List Min Qty: ' + format(q.list_from,'#,###'),'') + CASE WHEN q.list_relevance = '' THEN '' ELSE ' (' +  q.list_relevance + ')' END  AS note
 							FOR JSON PATH
-						)
+						) AS details
 	
 					UNION ALL
 	
 					-- Target Support Panel
 					SELECT
-						'Target Support' AS label,
+						'Target Calculation' AS label,
+                        5                   AS detailLevel,
 						(
+							SELECT * FROM (
 								SELECT
-								RTRIM(SUBSTRING(value,1,18)) AS label,
+	                              ----------------------label------------------------------------------------
+	                                CASE WHEN value <> '' THEN replace(RTRIM(SUBSTRING(value,1,18)),'Anchor:', '') ELSE 'No Target' END AS label,
+	                              ----------------------detailLevel------------------------------------------
+	                                10 AS detailLevel,
+	                              ----------------------value------------------------------------------------
+									CASE WHEN value <> '' THEN 
 	                                    TRY_CAST(SUBSTRING(value,23,7) AS NUMERIC(20,5)) 
-									+ CASE SUBSTRING(value,19,1) WHEN '+' THEN 0 ELSE -1 END AS value,
+	                                    + CASE SUBSTRING(value,19,1) WHEN '+' THEN 0 ELSE -1 END 
-								CASE SUBSTRING(value,19,1) WHEN '+' THEN 'currency' ELSE 'Percent' END AS type,
+	                                ELSE 0 END                                                                   AS value,
-								CASE SUBSTRING(value,19,1) WHEN '+' THEN 'Price' ELSE 'Premium' END AS note
+	                              ----------------------type-------------------------------------------------
-							FROM OPENJSON(q.expl, '$.target_math')
+	                                CASE WHEN value <> '' THEN 
+	                                    CASE SUBSTRING(value,19,1) WHEN '+' THEN 'currency' ELSE 'Percent' END 
+	                                ELSE '' END                                                                  AS type,
+	                              ----------------------note-------------------------------------------------
+	                                CASE WHEN value <> '' THEN
+	                                	CASE WHEN CHARINDEX('Anchor',value) <> 0 THEN
+	                                		'Base Floor'
+	                                	ELSE
+		                                    CASE SUBSTRING(value,19,1) WHEN '+' THEN 'Price' ELSE 'Premium' END 
+		                                END
+	                                ELSE '' END                                                                  AS note
+								FROM @queue q
+	                            OUTER APPLY OPENJSON(q.expl, '$.target_math')
 								WITH (value NVARCHAR(MAX) '$')
+								UNION ALL
+								SELECT
+	                              ----------------------label------------------------------------------------
+	                                'Target'      		AS label,
+	                              ----------------------detailLevel------------------------------------------
+	                                5            		AS detailLevel,
+	                              ----------------------value------------------------------------------------
+									tprice              AS value,
+	                              ----------------------type-------------------------------------------------
+	                                'currency'    		AS type,
+	                              ----------------------note-------------------------------------------------
+	                                'Total' 			AS note
+								FROM @queue q
+							) x
 							FOR JSON PATH
 						) AS details
 	
@@ -494,10 +598,12 @@ BEGIN
 					-- Guidance Panel
 					SELECT
 						'Guidance' AS label,
+                        1         AS detailLevel,
 						(
 							SELECT 
 								'Price' AS label,
-								q.guidance_price AS value,
+                                1      AS detailLevel,
+								COALESCE(q.guidance_price,0) AS value,
 								'currency' AS type,
 								q.guidance_reason AS note
 							FOR JSON PATH

procs/single_price_call.pg.sql

@@ -35,7 +35,7 @@
 ====================================================================================
 */
 
-DROP FUNCTION pricequote.single_price_call(text,text,text,text,numeric);
+-- DROP FUNCTION pricequote.single_price_call(text,text,text,text,numeric) CASCADE;
 
 CREATE OR REPLACE FUNCTION pricequote.single_price_call(
     _bill TEXT,
@@ -79,6 +79,7 @@ RETURNS TABLE (
     last_order TEXT,
     last_quote TEXT,
     last_source TEXT,
+    hist JSONB,
     tprice NUMERIC,
     tmath JSONB,
     volume_range TEXT,
@@ -88,6 +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 $$
@@ -127,10 +130,10 @@ DECLARE
     _last_isdiff TEXT;
 	_last_part TEXT;
     ------------step 3 lookup target---------------
-    _tprice NUMERIC;
+    _tprice NUMERIC(20,5);
     _tmath JSONB;
     _volume_range TEXT;
-    _tprice_last NUMERIC;
+    _tprice_last NUMERIC(20,5);
     ------------step 4 normalize last price--------
     _curstd NUMERIC;
     _futstd NUMERIC;
@@ -147,6 +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;
@@ -264,7 +269,7 @@ BEGIN
         ,_tmath
         ,_volume_range
     FROM 
-        pricequote.target_prices tp
+        pricequote.target_prices_base tp
     WHERE 
           tp.stlc = _stlc
       AND tp.ds = _v1ds
@@ -282,38 +287,36 @@ BEGIN
     INTO 
         _tprice_last
     FROM 
-        pricequote.target_prices tp
+        pricequote.target_prices_base tp
     WHERE 
           tp.stlc = _stlc
       AND tp.ds = _last_dataseg
       AND tp.chan = _chan
       AND tp.tier = _tier
-      AND FLOOR(_vol / NULLIF(_pltq, 0))::int <@ tp.vol;
+      AND FLOOR(_last_qty / NULLIF(_pltq, 0))::int <@ tp.vol;
 
     ------------------------------------------------------------------
     -- Step 4: Cost data for normalization
     ------------------------------------------------------------------
-    -- Current/future standard for requested v1ds
-    SELECT 
-        curstdus, futstdus 
-    INTO 
-        _curstd, _futstd
-    FROM 
-        "CMS.CUSLG".itemm i
-    WHERE 
-            i.item = _part 
-        AND i.v1ds = _v1ds;
 
-    -- Current/future standard for last_dataseg
 	SELECT
-        curstdus, futstdus 
+	    ROUND(CASE WHEN COALESCE(_customized,'')  = '' THEN _curstd_orig ELSE COALESCE(v1.curstdus,  v0.curstdus)  END,5) AS curstd,
+	    ROUND(CASE WHEN COALESCE(_customized,'')  = '' THEN _futstd_orig ELSE COALESCE(v1.futstdus,  v0.futstdus)  END,5) AS futstd,
+	    ROUND(CASE WHEN COALESCE(_last_isdiff,'') = '' THEN _curstd_orig ELSE COALESCE(v1l.curstdus, v0l.curstdus) END,5) AS curstd_last,
+	    ROUND(CASE WHEN COALESCE(_last_isdiff,'') = '' THEN _futstd_orig ELSE COALESCE(v1l.futstdus, v0l.futstdus) END,5) AS futstd_last
 	INTO
-        _curstd_last, _futstd_last
+	    _curstd, _futstd, _curstd_last, _futstd_last
-    FROM 
+	FROM (VALUES (1)) AS x(dummy)
-        "CMS.CUSLG".itemm i
+	LEFT JOIN rlarp.cost_v1ds v1
-    WHERE 
+	  ON v1.stlc = _stlc        AND v1.v1ds = _v1ds
-            i.item = _part 
+	LEFT JOIN rlarp.cost_v0ds v0
-        AND i.v1ds = _last_dataseg;
+	  ON v0.stlc = _stlc        AND v0.v0ds = _v0ds
+	LEFT JOIN rlarp.cost_v1ds v1l
+	  ON v1l.stlc = _stlc       AND v1l.v1ds = _last_dataseg
+	LEFT JOIN rlarp.cost_v0ds v0l
+	  ON v0l.stlc = _stlc       AND v0l.v0ds = _last_v0ds
+	LIMIT 1;
+
 
     ------------------------------------------------------------------
     -- Step 5: Normalize last price if needed
@@ -324,7 +327,7 @@ BEGIN
             _last_price_norm := ROUND(_last_price * (_tprice / _tprice_last), 5);
             _last_premium_method := 'Target Price Ratio';
         ELSIF _curstd_last IS NOT NULL AND _curstd IS NOT NULL AND _curstd_last <> 0 THEN
-            _last_premium := _curstd / _curstd_last;
+            _last_premium := ROUND(_curstd / _curstd_last, 5);
             _last_price_norm := ROUND(_last_price * (_curstd / _curstd_last), 5);
             _last_premium_method := 'Cost Ratio';
         ELSE
@@ -373,10 +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) 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
@@ -424,7 +433,8 @@ BEGIN
 			'targets',
 			jsonb_build_object(
 		        'target_price', _tprice,
-		        'target_math', _tmath
+		        'target_math', _tmath,
+				'volume_range', _volume_range
 			),
 			'list',
 			jsonb_build_object(
@@ -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
     );
 
     ------------------------------------------------------------------
@@ -442,42 +454,126 @@ BEGIN
     ------------------------------------------------------------------
     _ui_json := jsonb_build_object(
         'details', jsonb_build_array(
+            ------------------------------------------
+            -- history 
+            ------------------------------------------
             jsonb_build_object(
                 'label', 'History',
+				10, 'detailLevel',
                 'details', jsonb_build_array(
                     jsonb_build_object(
                         'label', CASE WHEN _last_price IS NOT NULL THEN 'Last Sale: ' || _last_date ELSE 'No Recent' END,
+						'detailLevel', 10,
                         'value', COALESCE(_last_price,0),
                         'type', 'currency',
-                        'note', CASE WHEN _last_price IS NOT NULL THEN _last_source || 
+                        'note', CASE WHEN _last_price IS NOT NULL THEN 
+							CASE _last_source
+			                    	WHEN 'mrq' THEN 'Recent similar ' || _last_part || ' ' || 'qty: ' || _last_qty
+			                    	WHEN 'mrs' THEN 'Recent similar ' || _last_part || ' ' || 'qty: ' || _last_qty
+			                    	WHEN 'dsq' THEN 'Last quote '                          || 'qty: ' || _last_qty
+			                    	WHEN 'dss' THEN 'Last sale '                           || 'qty: ' || _last_qty
+			                    	ELSE ''
+			                END || 
                             CASE WHEN COALESCE(_last_order, '0') = '0' THEN ' Qt# ' || COALESCE(_last_quote, '') ELSE ' Ord# ' || COALESCE(_last_order, '') END
                             ELSE NULL END
                     )
                 )
+                ||CASE WHEN COALESCE(_last_premium,1) <> 1 THEN 
+                    COALESCE(jsonb_build_array(jsonb_build_object(
+                        'label','Price Difference',
+                        'detailLevel',10,
+                        'value', _last_premium,
+                        'type','percent',
+                        'note', _last_premium_method
+                    )),'[]'::jsonb)
+                ELSE 
+                    '[]'::jsonb 
+                END
+                ||CASE WHEN COALESCE(_last_premium,1) <> 1 THEN 
+                    COALESCE(jsonb_build_array(jsonb_build_object(
+                        'label','Adjusted Price',
+                        'detailLevel',10,
+                        'value', _last_price_norm,
+                        'type','currency',
+                        'note','normalized to ' || _v1ds
+                    )),'[]'::jsonb)
+                ELSE 
+                    '[]'::jsonb 
+                END
             ),
+            ------------------------------------------
+            -- price list
+            ------------------------------------------
             jsonb_build_object(
                 'label', 'List',
+                'detailLevel',10,
                 'details', jsonb_build_array(
                     jsonb_build_object(
                         'label', 'List:' || COALESCE(_list_code, ''),
+                        'detailLevel',10,
                         'value', _list_price,
                         'type', 'currency',
                         'note', _list_relevance
                     )
                 )
             ),
+            ------------------------------------------
+            -- history
+            ------------------------------------------
             jsonb_build_object(
-                'label', 'Target Support',
+                'label', 'Target Calculation',
-                'details', _tmath
+                'detailLevel',10,
+                'details', 
+                -- jsonb_build_array(
+                    (
+                    SELECT 
+                        jsonb_agg(
+                            jsonb_build_object(
+                                ----------------------label------------------------------------------------
+                                'label',CASE WHEN value <> '' THEN RTRIM(SUBSTRING(value,1,18)) ELSE 'No Target' END,
+                                ----------------------detailLevel------------------------------------------
+                                'detailLevel',10,
+                                ----------------------value------------------------------------------------
+                                'value',CASE WHEN value <> '' THEN 
+                                            SUBSTRING(value,23,7)::NUMERIC(20,5) + 
+                                            CASE SUBSTRING(value,19,1) WHEN '+' THEN 0 ELSE -1 END 
+                                        ELSE 
+                                            0 
+                                        END,
+                                ----------------------type-------------------------------------------------
+                                'type', CASE WHEN value <> '' THEN 
+                                            CASE SUBSTRING(value,19,1) 
+                                                WHEN '+' THEN 'currency' 
+                                                ELSE 'Percent' 
+                                            END 
+                                        ELSE '' END,
+                                ----------------------note-------------------------------------------------
+                                'note',CASE WHEN value <> '' THEN 
+                                            CASE SUBSTRING(value,19,1) 
+                                                WHEN '+' THEN 'Price' 
+                                                ELSE 'Premium' 
+                                            END 
+                                        ELSE '' END
+                                )
+                        )
+                        FROM jsonb_array_elements_text(COALESCE(_tmath,'[""]'::jsonb)) ae
+                    )
+                    ||CASE WHEN _tprice IS NULL THEN '[]'::jsonb ELSE jsonb_build_object('label','Price','value',COALESCE(_tprice,0),'type','currency','note','Total') END
+                -- )
             ),
+            ------------------------------------------
+            -- history
+            ------------------------------------------
             jsonb_build_object(
                 'label', 'Guidance',
+                'detailLevel',10,
                 'details', jsonb_build_array(
                     jsonb_build_object(
                         'label', 'Price',
-                        'value', _guidance_price,
+                        'detailLevel',10,
+                        'value', COALESCE(_guidance_price,0),
                         'type', 'currency',
-                        'note', _guidance_reason
+                        'note', COALESCE(_guidance_reason,'')
                     )
                 )
             )
@@ -494,10 +590,11 @@ BEGIN
         _chan, _cust, _tier, _pltq, _plevel, _partgroup, _part_v1ds, _v0ds,
         _curstd_orig, _futstd_orig, _curstd, _futstd, _curstd_last, _futstd_last,
         _customized, _last_premium, _last_premium_method, _last_price_norm, _last_isdiff, _last_v0ds, _tprice_last,
-        _last_price, _last_qty, _last_dataseg, _last_date, _last_order, _last_quote, _last_source,
+        _last_price, _last_qty, _last_dataseg, _last_date, _last_order, _last_quote, _last_source, _hist,
         _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

@@ -1,7 +1,7 @@
 -- set work_mem TO '4GB';
 --
 DROP VIEW IF EXISTS rlarp.quote_review;
-CREATE VIEW rlarp.quote_review AS 
+CREATE OR REPLACE VIEW rlarp.quote_review AS 
 WITH 
 ---------------------get quote lines from SQL Server---------------------
 lq AS MATERIALIZED (
@@ -105,7 +105,10 @@ lq AS MATERIALIZED (
         -- ,jsonb_pretty(pricing) pricing
         ,p.guidance_price
         ,p.guidance_reason
-        ,jsonb_pretty(p.expl) expl
+        ,p.approval_price
+        ,p.approval_reason
+        ,p.tprice guidance_target
+        ,jsonb_pretty(p.ui_json->'data') expl
     FROM 
         lq
         LEFT OUTER JOIN "CMS.CUSLG".itemm i ON 
@@ -131,7 +134,6 @@ lq AS MATERIALIZED (
              lq.billto
             ,lq.shipto
             ,lq.part 
-            ,substring(lq.part,1,8) 
             ,lq.v1ds 
             ,lq.units_each
         ) p ON TRUE
@@ -176,4 +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/core_target.pg.sql

@@ -0,0 +1,16 @@
+
+DROP TABLE IF EXISTS pricequote.core_target;
+
+CREATE TABLE pricequote.core_target (
+    compset TEXT        NOT NULL,
+    stlc    TEXT        NOT NULL,
+    floor   NUMERIC     NOT NULL,
+    options JSONB       NOT NULL,
+    PRIMARY KEY (stlc)
+);
+
+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);

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, 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/lastpricedetail.pg.sql

@@ -1,10 +1,13 @@
-REFRESH MATERIALIZED VIEW pricequote.lastpricedetail;
+-- REFRESH MATERIALIZED VIEW pricequote.lastpricedetail;
+
+DROP MATERIALIZED VIEW pricequote.lastpricedetail;
 
 CREATE MATERIALIZED VIEW pricequote.lastpricedetail AS
 WITH base AS (
     SELECT
         customer,
         partgroup,
+        part,
         dataseg,
         version,
         qtyord AS qty,
@@ -23,32 +26,41 @@ WITH base AS (
         AND version IN ('Actual', 'Quotes')
 ),
 ranked AS (
-    SELECT *,
+  SELECT b.*,
-        ROW_NUMBER() OVER (
+    -- Most recent sale (Actuals first, newest date first)
+    CASE WHEN version = 'Actual' THEN ROW_NUMBER() OVER (
       PARTITION BY customer, partgroup
-            ORDER BY CASE WHEN version = 'Actual' THEN odate END DESC
+      ORDER BY (version = 'Actual') DESC,
-        ) AS rn_mrs,
+               odate DESC NULLS LAST
-        ROW_NUMBER() OVER (
+    ) END AS rn_mrs,
+    -- Most recent quote (Quotes first, newest date first)
+    CASE WHEN version = 'Quotes' THEN ROW_NUMBER() OVER (
       PARTITION BY customer, partgroup
-            ORDER BY CASE WHEN version = 'Quotes' THEN odate END DESC
+      ORDER BY (version = 'Quotes') DESC,
-        ) AS rn_mrq,
+               odate DESC NULLS LAST
-        ROW_NUMBER() OVER (
+    ) END  AS rn_mrq,
+    -- Largest volume sale in last year (those inside window first)
+    CASE WHEN version = 'Actual' THEN ROW_NUMBER() OVER (
       PARTITION BY customer, partgroup
-            ORDER BY CASE WHEN version = 'Actual' AND odate >= (CURRENT_DATE - INTERVAL '1 year') THEN qty END DESC
+      ORDER BY (version = 'Actual' AND odate >= CURRENT_DATE - INTERVAL '1 year') DESC,
-        ) AS rn_lvs,
+               qty DESC NULLS LAST
-        ROW_NUMBER() OVER (
+    ) END  AS rn_lvs,
+    -- Largest volume quote in last year (those inside window first)
+    CASE WHEN version = 'Quotes' THEN ROW_NUMBER() OVER (
       PARTITION BY customer, partgroup
-            ORDER BY CASE WHEN version = 'Quotes' AND odate >= (CURRENT_DATE - INTERVAL '1 year') THEN qty END DESC
+      ORDER BY (version = 'Quotes' AND odate >= CURRENT_DATE - INTERVAL '1 year') DESC,
-        ) AS rn_lvq,
+               qty DESC NULLS LAST
-        ROW_NUMBER() OVER (
+    ) END  AS rn_lvq,
+    -- Per dataseg/version: most recent (version fixed in partition, so just date)
+    CASE WHEN version = 'Actual' THEN ROW_NUMBER() OVER (
       PARTITION BY customer, partgroup, dataseg, version
-            ORDER BY CASE WHEN version = 'Actual' THEN odate END DESC
+      ORDER BY odate DESC NULLS LAST
-        ) AS rn_dss,
+    ) END  AS rn_dss,
-        ROW_NUMBER() OVER (
+    CASE WHEN version = 'Quotes' THEN ROW_NUMBER() OVER (
       PARTITION BY customer, partgroup, dataseg, version
-            ORDER BY CASE WHEN version = 'Quotes' THEN odate END DESC
+      ORDER BY odate DESC NULLS LAST
-        ) AS rn_dsq
+    ) END  AS rn_dsq
-    FROM base
+  FROM base b
 ),
 flagged AS (
     SELECT *,
@@ -56,15 +68,16 @@ flagged AS (
         CASE WHEN rn_mrq = 1 THEN 'mrq' END AS f2,
         CASE WHEN rn_lvs = 1 THEN 'lvs' END AS f3,
         CASE WHEN rn_lvq = 1 THEN 'lvq' END AS f4,
-        CASE WHEN rn_dss = 1 THEN 'dss' END AS f5,
+        CASE WHEN rn_dss = 1 AND VERSION = 'Actual' THEN 'dss' END AS f5,
-        CASE WHEN rn_dsq = 1 THEN 'dsq' END AS f6
+        CASE WHEN rn_dsq = 1 AND VERSION = 'Quotes' THEN 'dsq' END AS f6
     FROM ranked
     WHERE
         rn_mrs = 1 OR rn_mrq = 1 OR rn_lvs = 1 OR rn_lvq = 1 OR rn_dss = 1 OR rn_dsq = 1
-),
+)
-exploded_flags AS (
+--SELECT * FROM flagged WHERE customer = 'HYBELS' AND partgroup = 'HZP3E100'
+,exploded_flags AS (
     SELECT
-        customer, partgroup, dataseg, version, qty, price, odate, ordnum, quoten,
+        customer, partgroup, part, dataseg, version, qty, price, odate, ordnum, quoten,
         unnest(ARRAY[f1, f2, f3, f4, f5, f6]) AS flag
     FROM flagged
 ),
@@ -77,6 +90,7 @@ serialized_flags AS (
         jsonb_build_object(
             'version', version,
             'datasegment', dataseg,
+            'part', part,
             'qty', qty,
             'price', price,
             'odate', odate,

tables/rebuild_targets.pg.sql

@@ -0,0 +1,28 @@
+CREATE OR REPLACE PROCEDURE pricequote.refresh_target_prices_base()
+LANGUAGE plpgsql
+AS $$
+BEGIN
+  DELETE FROM pricequote.target_prices_base;
+
+  WITH expand AS (
+    SELECT
+      c.compset,
+      c.stlc,
+      c.floor,
+      b.ds,
+      b.chan,
+      b.tier,
+      b.vol,
+      b.val,
+      b.price,
+      b.math AS math
+    FROM pricequote.core_target c
+    LEFT JOIN LATERAL pricequote.build_pricing_path_base(
+      c.options || jsonb_build_object('entity','Anchor','attr',c.stlc,'val',c.floor,'func','Price')
+    ) AS b
+      ON b.lastflag
+  )
+  INSERT INTO pricequote.target_prices_base
+  SELECT * FROM expand;
+END;
+$$;

tables/target_prices_base.pg.sql

@@ -0,0 +1,17 @@
+DROP TABLE pricequote.target_prices_base CASCADE;
+
+CREATE TABLE pricequote.target_prices_base (
+    compset TEXT        NOT NULL,
+    stlc    TEXT        NOT NULL,
+    floor   NUMERIC     NOT NULL,
+    ds      TEXT        NOT NULL,
+    chan    TEXT        NOT NULL,
+    tier    TEXT        NOT NULL,
+    vol     INT4RANGE   NOT NULL,
+    val     NUMERIC     NOT NULL,
+    price   NUMERIC,
+    math    TEXT[],
+    PRIMARY KEY (stlc, ds, chan, tier, vol)
+);
+
+GRANT SELECT, INSERT, UPDATE, DELETE ON pricequote.target_prices_base TO PUBLIC;

tables/target_prices_view.pg.sql

@@ -8,4 +8,4 @@ SELECT
     ,price
     ,to_jsonb(math)::text AS math
 FROM 
-    pricequote.target_prices;
+    pricequote.target_prices_base;

ui_schema.json

@@ -1,75 +1,77 @@
 {
   "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",
-            "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": "# of Pallets",
+      "label": "Target Calculation",
-                    "value": 0.02,
+      "detailLevel": 10,
-                    "type": "percent",
+      "details": [
-                    "note": "0.03"
+        {
+          "label": "XNS0T1G3",
+          "detailLevel": 10,
+          "value": 0.08,
+          "type": "currency",
+          "note": "Base Floor"
         },
         {
-                    "label": "Urgency",
+          "label": "Channel:WHS",
-                    "value": 0.03,
+          "detailLevel": 10,
-                    "type": "percent",
+          "value": 0.2,
-                    "note": "Top Priority"
+          "type": "Percent",
+          "note": "Premium"
         },
         {
-                    "label": "State Adder/Subtractor",
+          "label": "Volume:1-8",
-                    "value": -0.02,
+          "detailLevel": 10,
-                    "type": "percent",
+          "value": 0.1,
-                    "note": "OH"
+          "type": "Percent",
+          "note": "Premium"
         },
         {
-                    "label": "Branding",
+          "label": "Target",
-                    "value": 0,
+          "detailLevel": 10,
-                    "type": "currency"
+          "value": 0.1056,
+          "type": "currency",
+          "note": "Total"
+        }
+      ]
+    },
+    {
+      "label": "Guidance",
+      "detailLevel": 10,
+      "details": [
+        {
+          "label": "Price",
+          "detailLevel": 10,
+          "value": 0.1012,
+          "type": "currency",
+          "note": "Using target price, capped to not exceed last price"
         }
       ]
     }
   ]
 }
-