diff --git a/index.js b/index.js
index 1b1dca5..bda0b2e 100644
--- a/index.js
+++ b/index.js
@@ -33,130 +33,14 @@ var Postgres = new pg.Client({
 });
 Postgres.connect();
 
-//------------create a callable sql exec func that return first rows----------------
-Postgres.FirstRow = function(inSQL, args, inResponse) {
-    Postgres.query(inSQL, args, (err, res) => {
-        if (err === null) {
-            //need to test if the response is an object or an array
-            //inResponse.json(res.rows[0]);
-            if (Array.isArray(res)) {
-                inResponse.json(res[1].rows[0]);
-            } 
-            else {
-                inResponse.json(res.rows[0]);
-            }
-            return;
-        }
-        console.log(err.stack);
-        inResponse.json(err.stack);
-    });
+
+const SQLTemplate = (inSql, inJSON) => {
+    for (key in inJSON) {
+        inSql = inSql.replace(new RegExp(key, 'g'), inJSON[key]);
+    }
+    return inSql;
 };
-
-//------------route to test if the process is running-------------------------------
-server.get('/', (req, res) => res.send('pivotscale api is running'))
-
-//------------build forecast baseline that is a mirror of the target period---------
-server.get('/baseline', bodyParser.json(), function(req, res) {
-
-    var sql = "";
-    var path = './routes/baseline/baseline.sql';
-    var args = [];
-   
-    var app_req                      =  JSON.stringify(req.body);
-    var app_baseline_from_date =        req.body.app_baseline_from_date;
-    var app_baseline_to_date =          req.body.app_baseline_to_date;
-    var app_first_forecast_date =       req.body.app_first_forecast_date;
-    var app_openorder_cutoff =          req.body.app_openorder_cutoff;
-    var app_plug_fromdate =             req.body.app_plug_fromdate;
-    var app_plug_todate =               req.body.app_plug_todate;
-    var app_openstatus_code =           req.body.app_openstatus_code;
-    var app_forecast_name =             req.body.app_forecast_name;
-
-    var callback = function(arg) {
-        sql = arg;
-        console.log(new Date().toISOString() + "-------------------------baseline build-----------------------------")
-        console.log(req.body);
-        //parse the where clause into the main sql statement
-        //sql = sql.replace(new RegExp("where_clause", 'g'), w)
-        sql = sql.replace(new RegExp("app_req", 'g'),                   app_req);
-        sql = sql.replace(new RegExp("app_baseline_from_date", 'g'),    app_baseline_from_date);
-        sql = sql.replace(new RegExp("app_baseline_to_date", 'g'),      app_baseline_to_date);
-        sql = sql.replace(new RegExp("app_first_forecast_date", 'g'),   app_first_forecast_date);
-        sql = sql.replace(new RegExp("app_openorder_cutoff", 'g'),      app_openorder_cutoff);
-        sql = sql.replace(new RegExp("app_openstatus_code", 'g'),       app_openstatus_code);
-        sql = sql.replace(new RegExp("app_plug_fromdate", 'g'),         app_plug_fromdate);
-        sql = sql.replace(new RegExp("app_plug_todate", 'g'),           app_plug_todate);
-        sql = sql.replace(new RegExp("app_forecast_name", 'g'),         app_forecast_name);
-        //execute the sql and send the result
-        args.push(req.body.app_baseline_from_date);
-        console.log(sql);
-        //res.send(sql); 
-        Postgres.FirstRow(sql, [], res)
-    };
-    
-    fs.readFile(path, 'utf8', function(err, data) {
-        if (!err) {
-            callback(data);
-        } else {
-            console.log("fatal error pulling sql file")
-            callback(err);
-        }
-    });
-
-})
-
-//------------scale a selected slice by the specified amounts-----------------------
-server.get('/scale', bodyParser.json(), function(req, res) {
-
-    var sql = "";
-    var w = ""; //holds the where
-    var c = 1;  //flag if body is empty
-    var d = 1;
-    var path = './routes/scale/scale.sql';
-    var args = [];
-   
-    var app_pincr    =  req.body.app_pincr;
-    var app_req      =  JSON.stringify(req.body);
-    var app_vincr    =  req.body.app_vincr;
-    var app_forecast_name = req.body.app_forecast_name;
-
-    var callback = function(arg) {
-        sql = arg;
-        ({ c, w, d } = build_where(req, c, w, d, args));
-        //if there was no body sent, return with nothing
-        //if (c == 1) {
-        //    res.send("no body was sent");
-        //    return;
-        //}
-        console.log(new Date().toISOString() + "-------------------------scale type adjustment----------------------")
-        console.log(JSON.stringify(req.body));
-        //parse the where clause into the main sql statement
-        //sql = sql.replace(new RegExp("where_clause", 'g'), w)
-        //sql = sql.replace(new RegExp("app_pincr", 'g'),    app_pincr);
-        sql = sql.replace(new RegExp("app_req", 'g'),      app_req);
-        sql = sql.replace(new RegExp("app_forecast_name", 'g'),         app_forecast_name);
-        //sql = sql.replace(new RegExp("app_vincr", 'g'),    app_vincr);
-        sql = sql.replace(new RegExp("app_where", 'g'),    w);
-        //execute the sql and send the result
-        args.push(req.body.app_baseline_from_date);
-        console.log(sql);
-        //send only the sql as the result of the route for debug
-        //res.send(sql); 
-        Postgres.FirstRow(sql, [], res)
-    };
-    
-    fs.readFile(path, 'utf8', function(err, data) {
-        if (!err) {
-            callback(data);
-        } else {
-            console.log("fatal error pulling sql file")
-            callback(err);
-        }
-    });
-
-})
-
-function build_where(req, c, w, d, args) {
+const build_where = (req, c, w, d, args) => {
     //loop through each top level item expected to be a simple key/value list reflecting the column and the target value
     // "part":"XFRM500", "customer":"Sanford and Son" --> SQL -->     part = 'XFRM500'
     //                                                            AND customer = 'Sanford and Son'
@@ -167,7 +51,7 @@ function build_where(req, c, w, d, args) {
         if (c > 1) {
             w = w +
                 `
-            AND `;
+    AND `;
         }
         if (Array.isArray(req.body.app_scenario[i])) {
             //if the scenario key has a value that is an array of items, push it into an `IN` statement
@@ -189,3 +73,75 @@ function build_where(req, c, w, d, args) {
     };
     return { c, w, d };
 }
+
+//------------route to test if the process is running-------------------------------
+server.get('/', (req, res) => res.send('pivotscale api is running'))
+
+//------------build forecast baseline that is a mirror of the target period---------
+server.get('/baseline', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var path = './routes/baseline/baseline.sql';
+    var args = [];
+
+    fs.readFile(path, 'utf8', function(err, fileContents) {
+
+        if (err) {
+            console.log("fatal error pulling sql file");
+            return;
+        }
+
+        console.log(new Date().toISOString() + "-------------------------baseline build-----------------------------")
+
+        sql = SQLTemplate(fileContents, {
+            ...req.body,
+            app_req: JSON.stringify(req.body)
+        });
+
+        Postgres.query(sql, []).then((result, error) => {
+            res.json(result[1].rows[0]);
+        });
+
+    });
+
+});
+
+//------------scale a selected slice by the specified amounts-----------------------
+server.get('/scale', bodyParser.json(), function(req, res) {
+
+    var sql = "";
+    var w = ""; //holds the where
+    var c = 1; //flag if body is empty
+    var d = 1;
+    var path = './routes/scale/scale.sql';
+    var args = [];
+
+
+    fs.readFile(path, 'utf8', function(err, data) {
+
+        if (err) {
+            console.log("fatal error pulling sql file")
+            return
+        }
+
+        let { check, where } = build_where(req, c, w, d, args);
+        //if there was no body sent, return with nothing
+        //if (c == 1) {
+        //    res.send("no body was sent");
+        //    return;
+        //}
+        console.log(new Date().toISOString() + "-------------------------scale type adjustment----------------------")
+
+        let sql = SQLTemplate(data, {
+            app_req: JSON.stringify(req.body),
+            app_forecast_name: req.body.app_forecast_name,
+            app_where: where
+        });
+
+        //execute the sql and send the result
+
+        Postgres.query(sql, []).then((result, error) => {
+            res.json(result.rows[0]);
+        });
+    });
+});
\ No newline at end of file
diff --git a/package-lock.json b/package-lock.json
index 11e9c1a..71c0cd0 100644
--- a/package-lock.json
+++ b/package-lock.json
@@ -1,897 +1,8 @@
 {
   "name": "nodet",
   "version": "1.0.0",
-  "lockfileVersion": 2,
+  "lockfileVersion": 1,
   "requires": true,
-  "packages": {
-    "": {
-      "name": "nodet",
-      "version": "1.0.0",
-      "license": "ISC",
-      "dependencies": {
-        "body-parser": "^1.19.0",
-        "dotenv": "^8.2.0",
-        "express": "^4.17.1",
-        "fs": "0.0.1-security",
-        "https": "^1.0.0",
-        "pg": "^8.5.1",
-        "readline": "^1.3.0"
-      }
-    },
-    "node_modules/accepts": {
-      "version": "1.3.8",
-      "resolved": "https://registry.npmjs.org/accepts/-/accepts-1.3.8.tgz",
-      "integrity": "sha512-PYAthTa2m2VKxuvSD3DPC/Gy+U+sOA1LAuT8mkmRuvw+NACSaeXEQ+NHcVF7rONl6qcaxV3Uuemwawk+7+SJLw==",
-      "dependencies": {
-        "mime-types": "~2.1.34",
-        "negotiator": "0.6.3"
-      },
-      "engines": {
-        "node": ">= 0.6"
-      }
-    },
-    "node_modules/array-flatten": {
-      "version": "1.1.1",
-      "resolved": "https://registry.npmjs.org/array-flatten/-/array-flatten-1.1.1.tgz",
-      "integrity": "sha1-ml9pkFGx5wczKPKgCJaLZOopVdI="
-    },
-    "node_modules/body-parser": {
-      "version": "1.20.0",
-      "resolved": "https://registry.npmjs.org/body-parser/-/body-parser-1.20.0.tgz",
-      "integrity": "sha512-DfJ+q6EPcGKZD1QWUjSpqp+Q7bDQTsQIF4zfUAtZ6qk+H/3/QRhg9CEp39ss+/T2vw0+HaidC0ecJj/DRLIaKg==",
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-        "unpipe": "1.0.0"
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-      "dependencies": {
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-        "get-intrinsic": "^1.0.2"
-      },
-      "funding": {
-        "url": "https://github.com/sponsors/ljharb"
-      }
-    },
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   "dependencies": {
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@@ -1315,8 +426,7 @@
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       "version": "3.5.1",
       "resolved": "https://registry.npmjs.org/pg-pool/-/pg-pool-3.5.1.tgz",
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-      "requires": {}
+      "integrity": "sha512-6iCR0wVrro6OOHFsyavV+i6KYL4lVNyYAB9RD18w66xSzN+d8b66HiwuP30Gp1SH5O9T82fckkzsRjlrhD0ioQ=="
     },
     "pg-protocol": {
       "version": "1.5.0",
diff --git a/routes/baseline/baseline.sql b/routes/baseline/baseline.sql
new file mode 100644
index 0000000..8e25f02
--- /dev/null
+++ b/routes/baseline/baseline.sql
@@ -0,0 +1,119 @@
+DELETE FROM fc.dcard WHERE app_version = 'app_forecast_name';
+WITH
+req AS  (SELECT $$app_req$$::jsonb j)
+,ilog AS (
+    INSERT INTO
+        fc.log (doc)
+    SELECT
+        req.j 
+    FROM
+        req
+    RETURNING *
+)
+,baseline AS (
+SELECT
+    null::integer AS id
+    ,null::integer AS logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,sum(o."Amount") AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,sum(o.app_units) AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'baseline' AS app_iter
+    ,(SELECT id FROM ilog) AS app_logid
+FROM
+    fc.dcard o
+WHERE
+    (
+        --base period orders booked....
+        "Trans. Date" BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date
+        --...or any open orders currently booked before cutoff....
+        OR ("Description" IN (app_openstatus_code) and "Trans. Date" <= 'app_openorder_cutoff'::date)
+        --...or anything that shipped in that period
+        OR ("Post Date" BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date)
+    )
+    --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
+GROUP BY
+    o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+UNION ALL
+SELECT
+    null::integer AS id
+    ,null::integer AS logid
+    ,o."Trans. Date" + interval '1 year' AS "Trans. Date"
+    ,o."Post Date" + interval '1 year' AS "Post Date"
+    ,o."Description"
+    ,sum(o."Amount") AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,sum(o.app_units) AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'baseline' AS app_iter
+    ,(SELECT id FROM ilog) AS app_logid
+FROM
+    fc.dcard o
+    LEFT OUTER JOIN fc.perd tdate ON
+        (o."Trans. Date" + interval '1 year' )::date <@ tdate.drange
+    LEFT OUTER JOIN fc.perd pdate ON
+        (o."Post Date" + interval '1 year' )::date <@ pdate.drange
+WHERE
+    "Trans. Date" BETWEEN 'app_plug_fromdate'::date AND 'app_plug_todate'::date
+    --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
+GROUP BY
+    o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason")
+,incr AS (
+SELECT
+    null::integer AS id
+    ,null::integer AS logid
+    ,o."Trans. Date" + interval '1 year' AS "Trans. Date"
+    ,o."Post Date" + interval '1 year' AS "Post Date"
+    ,o."Description"
+    ,sum(o."Amount") AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,sum(o.app_units) AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'baseline' AS app_iter
+    ,(SELECT id FROM ilog) AS app_logid
+FROM
+    baseline o
+LEFT OUTER JOIN fc.perd tdate ON
+        (o."Trans. Date" + interval '1 year' )::date <@ tdate.drange
+    LEFT OUTER JOIN fc.perd pdate ON
+        (o."Post Date" + interval '1 year' )::date <@ pdate.drange
+GROUP BY
+    o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+)
+,ins AS (
+INSERT INTO
+    fc.dcard
+SELECT
+    *
+FROM
+    incr i
+WHERE
+    i."Trans. Date" >= 'app_first_forecast_date'::date
+    OR i."Post Date" >= 'app_first_forecast_date'::date
+RETURNING *
+)
+SELECT COUNT(*) num_rows  FROM ins
diff --git a/routes/baseline/generate_route_sql.sh b/routes/baseline/generate_route_sql.sh
index d3d5b01..6a1edf0 100755
--- a/routes/baseline/generate_route_sql.sh
+++ b/routes/baseline/generate_route_sql.sh
@@ -1,4 +1,4 @@
 # execure the sql for baseline which builds the sql and inserts into a table
 #$PG -f routes/baseline/gen_baseline.sql
 # pull the sql out of the table and write it to route directory
-$PG -c "SELECT t FROM fc.sql WHERE cmd = 'baseline'" -t -A -o routes/baseline/baseline.sql
+psql -h hptrow.me -p 54329 -d ubm -U ptrowbridge -c "SELECT t FROM fc.sql WHERE cmd = 'baseline'" -t -A -o routes/baseline/baseline.sql
diff --git a/routes/scale/generate_route_sql.sh b/routes/scale/generate_route_sql.sh
index 2443716..e5d109e 100755
--- a/routes/scale/generate_route_sql.sh
+++ b/routes/scale/generate_route_sql.sh
@@ -1,4 +1,4 @@
 # execure the sql for scale which builds the sql and inserts into a table
 #$PG -f ./routes/scale/gen_scale.sql
 # pull the sql out of the table and write it to route directory
-$PG -c "SELECT t FROM fc.sql WHERE cmd = 'scale'" -t -A -o ./routes/scale/scale.sql
+psql -h hptrow.me -p 54329 -d ubm -U ptrowbridge -c "SELECT t FROM fc.sql WHERE cmd = 'scale'" -t -A -o ./routes/scale/scale.sql
diff --git a/routes/scale/scale.sql b/routes/scale/scale.sql
new file mode 100644
index 0000000..bd34516
--- /dev/null
+++ b/routes/scale/scale.sql
@@ -0,0 +1,154 @@
+WITH
+req AS  (SELECT $$app_req$$::jsonb j)
+,target AS (
+    SELECT
+        (req.j->>'app_vincr')::numeric vincr   --volume
+        ,(req.j->>'app_pincr')::numeric pincr  --price
+    FROM
+        req
+)
+-----this block is supposed to test for new products that might not be in baseline etc-------
+,test AS (
+    SELECT
+        sum(app_units) FILTER (WHERE app_iter <> 'ACTUALS') total
+        ,sum(app_units) FILTER (WHERE app_iter = 'baseline') base
+    FROM
+        fc.dcard o 
+    WHERE
+        app_where
+)
+,ilog AS (
+    INSERT INTO
+        fc.log (doc)
+    SELECT
+        req.j 
+    FROM
+        req
+    RETURNING *
+)
+------need to group basemix and forego any detail iterations
+,basemix AS (
+SELECT
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,sum(o."Amount") AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,sum(o.app_units) AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'scale' AS app_iter
+    ,0::bigint AS app_logid
+FROM
+    fc.dcard o 
+WHERE
+    app_where
+GROUP BY
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+),
+vscale AS (
+    SELECT
+        (SELECT vincr FROM target) AS target_increment
+        ,sum(app_units) AS units
+        ,CASE WHEN sum(app_units) = 0 THEN 0 ELSE (SELECT vincr FROM target)/sum(app_units) END AS factor
+    FROM
+        basemix
+)
+,volume_only AS (
+SELECT
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,round(o."Amount" * vscale.factor,2) AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,round(o.app_units * vscale.factor,5) AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'scale volume' AS app_iter
+    ,(SELECT id FROM ilog) AS app_logid
+FROM
+    basemix o
+    CROSS JOIN vscale
+WHERE
+    vscale.factor <> 0
+)
+,volume AS (
+    SELECT * FROM volume_only
+    UNION ALL
+    SELECT * FROM basemix WHERE (SELECT factor FROM vscale) = 0
+)
+,pscale AS (
+SELECT
+    (SELECT pincr FROM target) AS target_increment
+    ,sum("Amount") AS value
+    ,CASE WHEN (SELECT sum("Amount") FROM volume) = 0 THEN
+        --if the base value is -0- scaling will not work, need to generate price, factor goes to -0-
+        0
+    ELSE
+        CASE WHEN (SELECT factor FROM vscale) = 0
+            --if the incoming volume dataset has just basemix data, then create an absolute factor and multiply by basemix
+            THEN (SELECT pincr FROM target)/(SELECT sum("Amount") FROM volume)
+            --if the incoming volume table already has an adjusment, just need to create a true-up factor
+            --multiplying by the raw factor without adding 1 will work since this data set will be added to the volume data set
+            ELSE ((SELECT pincr FROM target)-(SELECT sum("Amount") FROM volume))/(SELECT sum("Amount") FROM volume)
+        END
+    END factor
+    ,CASE WHEN (SELECT sum("Amount") FROM volume) = 0 THEN
+        CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum("Amount") FROM volume)) <> 0 THEN
+            --if the base value is -0- but the target value hasn't been achieved, derive a price to apply
+            ((SELECT pincr::numeric FROM target) - (SELECT sum("Amount") FROM volume))/(SELECT sum(app_units) FROM volume)
+        ELSE
+            0
+        END
+    ELSE
+        0
+    END mod_price
+FROM
+    volume
+)
+,pricing AS (
+SELECT
+    o.id
+    ,o.logid
+    ,o."Trans. Date"
+    ,o."Post Date"
+    ,o."Description"
+    ,round((CASE WHEN pscale.factor = 0 THEN o.app_units * pscale.mod_price ELSE o."Amount" * pscale.factor END)::numeric,2) AS "Amount"
+    ,o."Category"
+    ,o."Party"
+    ,o."Reason"
+    ,0::numeric AS app_units
+    ,'app_forecast_name' AS app_version
+    ,'scale price' AS app_iter
+    ,(SELECT id FROM ilog) AS app_logid
+FROM
+    volume o
+    CROSS JOIN pscale
+WHERE
+    pscale.factor <> 0 or pscale.mod_price <> 0
+)
+INSERT INTO
+    fc.dcard
+SELECT 
+    * 
+FROM 
+    volume_only
+UNION ALL 
+SELECT 
+    * 
+FROM 
+    pricing
+