Add dim_group to col_meta and pf.dim_period calendar table

- col_meta: add dim_group field to group related columns (dimension hierarchies, date-adjacent columns); is_key now enabled for date role to mark group parent
- sources.js: upsert includes dim_group
- Setup.jsx: group column in col_meta editor, key checkbox enabled for date role
- gen_dim_period.sql: create and populate pf.dim_period with calendar and fiscal period cuts (monthly grain, 2018-2035)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

routes/sources.js

@@ -89,20 +89,22 @@ module.exports = function(pool) {
             await client.query('BEGIN');
             for (const col of cols) {
                 await client.query(`
-                    INSERT INTO pf.col_meta (source_id, cname, label, role, is_key, opos)
+                    INSERT INTO pf.col_meta (source_id, cname, label, role, is_key, dim_group, opos)
-                    VALUES ($1, $2, $3, $4, $5, $6)
+                    VALUES ($1, $2, $3, $4, $5, $6, $7)
                     ON CONFLICT (source_id, cname) DO UPDATE SET
-                        label  = EXCLUDED.label,
+                        label     = EXCLUDED.label,
-                        role   = EXCLUDED.role,
+                        role      = EXCLUDED.role,
-                        is_key = EXCLUDED.is_key,
+                        is_key    = EXCLUDED.is_key,
-                        opos   = EXCLUDED.opos
+                        dim_group = EXCLUDED.dim_group,
+                        opos      = EXCLUDED.opos
                 `, [
                     sourceId,
                     col.cname,
-                    col.label  || null,
+                    col.label     || null,
-                    col.role   || 'ignore',
+                    col.role      || 'ignore',
-                    col.is_key || false,
+                    col.is_key    || false,
-                    col.opos   || null
+                    col.dim_group || null,
+                    col.opos      || null
                 ]);
             }
             await client.query('COMMIT');

setup_sql/01_schema.sql

@@ -15,8 +15,11 @@ CREATE TABLE IF NOT EXISTS pf.source (
     UNIQUE (schema, tname)
 );
 
--- backfill column for existing installs
+-- backfill columns for existing installs
 ALTER TABLE pf.source ADD COLUMN IF NOT EXISTS default_layout jsonb;
+ALTER TABLE pf.col_meta ADD COLUMN IF NOT EXISTS dim_group text;
+
+-- pf.dim_period: run setup_sql/gen_dim_period.sql to create and populate
 
 CREATE TABLE IF NOT EXISTS pf.col_meta (
     id          serial PRIMARY KEY,

setup_sql/gen_dim_period.sql

@@ -0,0 +1,94 @@
+-- pf.dim_period — create and populate
+-- Adjust fiscal_start_month: 1=Jan (calendar year), 4=Apr, 6=Jun, 7=Jul, 10=Oct, etc.
+-- Safe to re-run: ON CONFLICT DO NOTHING, so existing rows are never overwritten.
+
+CREATE TABLE IF NOT EXISTS pf.dim_period (
+    sdat                date        NOT NULL PRIMARY KEY,
+    edat                date        NOT NULL,
+    drange              daterange   NOT NULL,
+    ndays               integer     NOT NULL,
+    -- calendar
+    cal_year            integer     NOT NULL,
+    cal_quarter         integer     NOT NULL,
+    cal_month           integer     NOT NULL,
+    cal_month_abbr      text        NOT NULL,   -- 01 - Jan
+    cal_month_name      text        NOT NULL,   -- 01 - January
+    cal_label           text        NOT NULL,   -- 2025-01 Jan
+    -- fiscal
+    fisc_year           integer     NOT NULL,
+    fisc_quarter        integer     NOT NULL,
+    fisc_quarter_label  text        NOT NULL,   -- FY2025 Q3
+    fisc_month          integer     NOT NULL,
+    fisc_month_abbr     text        NOT NULL,   -- 07 - Jan
+    fisc_month_name     text        NOT NULL,   -- 07 - January
+    fisc_label          text        NOT NULL,   -- FY2025 P07
+    -- sort key
+    period_key          text        NOT NULL    -- 2025.07  (ltree-compatible)
+);
+
+CREATE INDEX IF NOT EXISTS dim_period_drange_idx ON pf.dim_period USING gist (drange);
+CREATE INDEX IF NOT EXISTS dim_period_fisc_idx   ON pf.dim_period (fisc_year, fisc_month);
+CREATE INDEX IF NOT EXISTS dim_period_cal_idx    ON pf.dim_period (cal_year,  cal_month);
+
+WITH
+cfg AS (
+    SELECT 6 AS fiscal_start_month  -- change to match your fiscal year start month
+)
+,periods AS (
+    SELECT
+        gs.d::date                                      AS sdat,
+        (gs.d + '1 month'::interval)::date              AS edat,
+        extract(year  FROM gs.d)::int                   AS cal_year,
+        extract(month FROM gs.d)::int                   AS cal_month,
+        extract(quarter FROM gs.d)::int                 AS cal_quarter,
+        ((extract(month FROM gs.d)::int - cfg.fiscal_start_month + 12) % 12) + 1
+                                                        AS fisc_month,
+        extract(year FROM gs.d)::int
+            + CASE
+                WHEN cfg.fiscal_start_month > 1
+                 AND extract(month FROM gs.d)::int >= cfg.fiscal_start_month
+                THEN 1 ELSE 0
+              END                                       AS fisc_year
+    FROM
+        generate_series('2018-01-01'::date, '2035-12-01'::date, '1 month') gs(d)
+        CROSS JOIN cfg
+)
+INSERT INTO pf.dim_period (
+    sdat, edat, drange, ndays,
+    cal_year, cal_quarter, cal_month,
+    cal_month_abbr, cal_month_name, cal_label,
+    fisc_year, fisc_quarter, fisc_quarter_label,
+    fisc_month, fisc_month_abbr, fisc_month_name,
+    fisc_label, period_key
+)
+SELECT
+    sdat,
+    edat,
+    daterange(sdat, edat)                                               AS drange,
+    edat - sdat                                                         AS ndays,
+    cal_year,
+    cal_quarter,
+    cal_month,
+    to_char(cal_month,  'FM00') || ' - ' || to_char(sdat, 'Mon')       AS cal_month_abbr,
+    to_char(cal_month,  'FM00') || ' - ' || to_char(sdat, 'Month')     AS cal_month_name,
+    to_char(sdat, 'YYYY-MM') || ' ' || to_char(sdat, 'Mon')            AS cal_label,
+    fisc_year,
+    ceil(fisc_month / 3.0)::int                                         AS fisc_quarter,
+    'FY' || fisc_year || ' Q' || ceil(fisc_month / 3.0)::int           AS fisc_quarter_label,
+    fisc_month,
+    to_char(fisc_month, 'FM00') || ' - ' || to_char(sdat, 'Mon')       AS fisc_month_abbr,
+    to_char(fisc_month, 'FM00') || ' - ' || to_char(sdat, 'Month')     AS fisc_month_name,
+    'FY' || fisc_year || ' P' || to_char(fisc_month, 'FM00')           AS fisc_label,
+    to_char(fisc_year, 'FM0000') || '.' || to_char(fisc_month, 'FM00') AS period_key
+FROM periods
+ON CONFLICT (sdat) DO NOTHING;
+
+-- preview first 24 months
+SELECT
+    period_key, sdat, edat, ndays,
+    cal_year, cal_quarter, cal_month, cal_month_abbr,
+    fisc_year, fisc_quarter, fisc_month, fisc_month_abbr,
+    fisc_quarter_label, fisc_label, cal_label
+FROM pf.dim_period
+ORDER BY sdat
+LIMIT 24;

ui/src/views/Setup.jsx

@@ -281,6 +281,7 @@ export default function Setup({ refreshSources }) {
                       <th className="px-3 py-1.5 font-medium">column</th>
                       <th className="px-3 py-1.5 font-medium">role</th>
                       <th className="px-3 py-1.5 font-medium text-center">key</th>
+                      <th className="px-3 py-1.5 font-medium">group</th>
                       <th className="px-3 py-1.5 font-medium">label</th>
                     </tr>
                   </thead>
@@ -302,10 +303,20 @@ export default function Setup({ refreshSources }) {
                             type="checkbox"
                             checked={!!col.is_key}
                             onChange={e => updateCol(i, 'is_key', e.target.checked)}
-                            disabled={col.role !== 'dimension'}
+                            disabled={col.role !== 'dimension' && col.role !== 'date'}
                             className="cursor-pointer disabled:opacity-20"
                           />
                         </td>
+                        <td className="px-3 py-1.5">
+                          <input
+                            type="text"
+                            value={col.dim_group || ''}
+                            onChange={e => updateCol(i, 'dim_group', e.target.value || null)}
+                            placeholder="—"
+                            disabled={col.role !== 'dimension' && col.role !== 'date'}
+                            className="border border-transparent hover:border-gray-200 focus:border-gray-300 rounded px-1.5 py-0.5 w-full outline-none bg-transparent disabled:opacity-20 disabled:cursor-default"
+                          />
+                        </td>
                         <td className="px-3 py-1.5">
                           <input
                             type="text"