Added new files for Phase II proposal, text file with DAX/mQuery logic for F&O Pilot project

--Get the properly formatted name (should work >90% of the time) based on the info in the Estimate

Formatted Lookup Name = 

-- Clean the input value once at the very beginning.

VAR CurrentIdentifier = TRIM ( total_labor[full_name] )

-- --- Priority 1: Check if it's a direct match for a Cost Center ---

VAR CostCenterMatch =

    LOOKUPVALUE (

        'wagepool_rates'[CostCtr],

        'wagepool_rates'[CostCtr],

        CurrentIdentifier

    )

-- --- Priority 2: If not a Cost Center, check for the longest partial match in the Name field ---

VAR PartialMatchName =

    -- Find all rows in 'wagepool_rates' where the 'Name' is a prefix.

    VAR AllPrefixMatches =

        FILTER (

            wagepool_rates, LEFT ( CurrentIdentifier, LEN ( 'wagepool_rates'[Name] ) ) = 'wagepool_rates'[Name])

            --STARTSWITH ( CurrentIdentifier, 'wagepool_rates'[Name] ))

    -- From all the matches, isolate the single best match by finding the one with the longest name.

    VAR LongestMatch =

        TOPN (

            1,

            AllPrefixMatches,

            LEN ( 'wagepool_rates'[Name] ),

            DESC

        )

    -- Extract the name from that single best-match row.

    RETURN

        MINX ( LongestMatch, 'wagepool_rates'[Name] )

-- --- Priority 3: If no other match, assume it's a person's name and reformat it ---

VAR FormattedPersonName =

    VAR CommaPosition = FIND ( ",", CurrentIdentifier, 1, -1 )

    RETURN

        IF (

            CommaPosition > 0,

            CurrentIdentifier, -- Already formatted

            VAR FirstSpace = SEARCH ( " ", CurrentIdentifier, 1, -1 )

            RETURN

                IF (

                    FirstSpace = -1,

                    BLANK (), -- Can't parse

                    VAR SecondSpace = SEARCH ( " ", CurrentIdentifier, FirstSpace + 1, -1 )

                    RETURN

                        IF (

                            SecondSpace = -1, -- "First Last"

                            VAR LastName = RIGHT ( CurrentIdentifier, LEN ( CurrentIdentifier ) - FirstSpace )

                            VAR FirstName = LEFT ( CurrentIdentifier, FirstSpace - 1 )

                            RETURN

                                LastName & ", " & FirstName,

                            -- "First MI Last"

                            VAR LastName = RIGHT ( CurrentIdentifier, LEN ( CurrentIdentifier ) - SecondSpace )

                            VAR FirstName = LEFT ( CurrentIdentifier, FirstSpace - 1 )

                            VAR MiddleInitial = MID ( CurrentIdentifier, FirstSpace + 1, SecondSpace - FirstSpace - 1 )

                            RETURN

                                LastName & ", " & FirstName & " " & MiddleInitial

                        )

                )

        )

-- --- Final Logic: Return the first successful result in order of priority ---

RETURN

    COALESCE ( CostCenterMatch, PartialMatchName, FormattedPersonName )

-- Using the value from above, lookup the proper rate based on name->wagepool from personnel OR wagepool from the formattedname column

    Rate = 

-- Use the clean lookup column as the key.

VAR LookupKey = 'total_labor'[Formatted Lookup Name]

-- 1. First, attempt a direct lookup in the wagepool_rates table.

VAR DirectRateLookup =

    LOOKUPVALUE (

        'wagepool_rates'[FY_2026], -- Return this rate

        'wagepool_rates'[Name],    -- Search this column

        LookupKey

    )

-- 2. If the direct lookup fails, begin the chained fallback logic.

VAR FallbackRateLookup =

    -- Step A: Look up the person's name to find their Wage Pool identifier.

    VAR WagePoolIdentifier =

        LOOKUPVALUE (

            'personnel'[Personnel.Wage Pool],              -- Get this identifier

            personnel[Personnel.Lastname_First_Middle_Hier],

            LookupKey

        )

    -- Step B: Use that identifier to look up the final rate in the wagepool_rates table.

    VAR FinalRate =

        IF (

            NOT ISBLANK ( WagePoolIdentifier ),

            LOOKUPVALUE (

                'wagepool_rates'[FY_2026], -- Return the final rate

                'wagepool_rates'[CostCtr],    -- By searching the Name column

                WagePoolIdentifier         -- For the identifier found in Step A

            )

        )

    RETURN

        FinalRate

-- Return the first rate that was successfully found.

RETURN

    COALESCE ( DirectRateLookup, FallbackRateLookup )