Drop install.sh; pf.sh db-setup builds the calendar too

install.sh duplicated pf.sh config, db-setup and add-user, defaulted to one
person's DB host and account, never built the UI, and pointed at
`npm run dev` as the way to start. Neither script ran gen_dim_period.sql,
so a fresh install had no pf.dim_period at all. db-setup now runs it
between the schema and the auth tables; it only inserts missing months,
so re-running leaves an existing calendar untouched.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

CLAUDE.md

@@ -23,8 +23,9 @@ Data transport architecture options: `docs/pf_perspective_options.md`
 
 ```
 server.js               Express entry point; pg pool; session; type parsers for bigint/numeric
-pf.sh                   Account and territory admin (add-user, passwd, set-territory, …)
-install.sh              Fresh install
+pf.sh                   Install, deploy and admin: config, db-setup, deploy, install-service,
+                        add-user, passwd, set-territory, … (fresh install: config → db-setup
+                        → add-user → deploy → install-service)
 routes/
   auth.js               POST /api/login, /api/logout, GET /api/me; login throttle
   tables.js             GET /api/tables, /api/tables/:schema/:tname/preview

install.sh

@@ -1,82 +0,0 @@
-#!/usr/bin/env bash
-set -e
-
-echo ""
-echo "========================================"
-echo "  Pivot Forecast — Install"
-echo "========================================"
-echo ""
-
-# ── DB connection ─────────────────────────────────────────────
-read -p "DB host     [192.168.1.110]: " DB_HOST
-DB_HOST=${DB_HOST:-192.168.1.110}
-
-read -p "DB port     [5432]: " DB_PORT
-DB_PORT=${DB_PORT:-5432}
-
-read -p "DB name     [ubm]: " DB_NAME
-DB_NAME=${DB_NAME:-ubm}
-
-read -p "DB user     [ptrowbridge]: " DB_USER
-DB_USER=${DB_USER:-ptrowbridge}
-
-read -s -p "DB password: " DB_PASSWORD
-echo ""
-
-read -p "App port    [3030]: " PORT
-PORT=${PORT:-3030}
-
-# Session cookies are signed with this; the server refuses to start without it.
-SESSION_SECRET=$(node -e 'console.log(require("crypto").randomBytes(32).toString("hex"))')
-
-read -p "Send session cookie over HTTPS only? [Y/n]: " SECURE_ANS
-case "${SECURE_ANS:-y}" in [Nn]*) COOKIE_SECURE=false ;; *) COOKIE_SECURE=true ;; esac
-
-# ── Write .env ────────────────────────────────────────────────
-cat > .env <<EOF
-DB_HOST=${DB_HOST}
-DB_PORT=${DB_PORT}
-DB_NAME=${DB_NAME}
-DB_USER=${DB_USER}
-DB_PASSWORD=${DB_PASSWORD}
-PORT=${PORT}
-SESSION_SECRET=${SESSION_SECRET}
-COOKIE_SECURE=${COOKIE_SECURE}
-EOF
-chmod 600 .env
-echo "✓ .env written"
-
-# ── npm install ───────────────────────────────────────────────
-echo ""
-echo "Installing node dependencies..."
-npm install --silent
-echo "✓ dependencies installed"
-
-# ── schema install ────────────────────────────────────────────
-echo ""
-echo "Installing pf schema into ${DB_NAME}..."
-PGPASSWORD=${DB_PASSWORD} psql \
-    -h "${DB_HOST}" \
-    -p "${DB_PORT}" \
-    -U "${DB_USER}" \
-    -d "${DB_NAME}" \
-    -v ON_ERROR_STOP=1 \
-    -f setup_sql/01_schema.sql \
-    -f setup_sql/02_auth.sql
-
-echo "✓ schema installed"
-
-# ── first account ─────────────────────────────────────────────
-echo ""
-echo "The app is behind a login. Create the first account now:"
-./pf.sh add-user
-
-# ── done ─────────────────────────────────────────────────────
-echo ""
-echo "========================================"
-echo "  Install complete"
-echo "  Start with:  npm run dev
-  More accounts: ./pf.sh add-user"
-echo "  Open:        http://$(hostname -I | awk '{print $1}'):${PORT}"
-echo "========================================"
-echo ""

pf.sh

@@ -194,13 +194,15 @@ cmd_db_setup() {
     command -v psql &>/dev/null || die "psql not found — install postgresql-client"
 
     echo
-    bold "DB Setup — will run: setup_sql/01_schema.sql, setup_sql/02_auth.sql"
-    warn "This creates the pf schema, tables, and the account/session tables."
-    warn "Safe to re-run (CREATE IF NOT EXISTS)."
+    bold "DB Setup — will run: setup_sql/01_schema.sql, setup_sql/gen_dim_period.sql, setup_sql/02_auth.sql"
+    warn "This creates the pf schema and tables, the pf.dim_period calendar, and the account/session tables."
+    warn "The calendar's fiscal year starts in the month set in gen_dim_period.sql (fiscal_start_month) — check it before a first install."
+    warn "Safe to re-run (CREATE IF NOT EXISTS; existing calendar rows are never overwritten)."
     read -rp "  Continue? [y/N] " confirm
     [[ "$confirm" =~ ^[Yy]$ ]] || { echo "Aborted."; return; }
 
     run_psql -v ON_ERROR_STOP=1 -f "${APP_DIR}/setup_sql/01_schema.sql"
+    run_psql -v ON_ERROR_STOP=1 -f "${APP_DIR}/setup_sql/gen_dim_period.sql"
     run_psql -v ON_ERROR_STOP=1 -f "${APP_DIR}/setup_sql/02_auth.sql"
     success "Schema applied."
 
@@ -574,7 +576,7 @@ interactive_menu() {
         echo "  4) restart         restart server"
         echo "  5) status          service + DB + git info"
         echo "  6) logs            tail journald logs"
-        echo "  7) db-setup        apply setup_sql/01_schema.sql"
+        echo "  7) db-setup        apply the pf schema, calendar and auth tables"
         echo "  8) config          set DB connection + app PORT"
         echo "  9) install-service create systemd unit file"
         echo " 10) uninstall-service remove systemd unit file"