setup_sql/01_schema.sql was an idempotent bootstrap script — CREATE TABLE
IF NOT EXISTS plus a tail of ALTER ... ADD COLUMN IF NOT EXISTS. It had no
record of what any given database had applied, which is how a branch could
declare col_meta.in_grain while the running database lacked it, with
nothing able to detect the mismatch. The symptom would have been a
confusing 'column "in_grain" does not exist' inside an unrelated request.
Migrations-only, no hand-maintained current-state file to drift:
- setup_sql/migrations/*.sql applied in filename order, recorded in
pf.schema_version with a checksum. Split along the schema's actual
evolution, so each column is declared exactly once — 01_schema.sql had
grown to declare dim_group, dim_period_col and in_grain twice each.
- lib/migrations.js holds the bookkeeping, shared by the CLI and the boot
check. scripts/migrate.js provides up | status | baseline.
- server.js refuses to start when the database is behind, listing what is
pending. This converts silent drift into a clear boot message, which was
the whole point. PF_SKIP_MIGRATION_CHECK=1 bypasses.
- Four integrity guards, each verified to fire: a migration modified after
being applied, one recorded as applied but missing from disk, one that
would apply out of order, and a re-run when already current.
- No IF NOT EXISTS on new migrations. The bookkeeping already guarantees
one run each, and the guards hide ordering mistakes — that is exactly why
01_schema.sql had ALTERs sitting above the CREATE TABLE they depended on,
broken for anyone installing from scratch. 0004 keeps the guard only
because it was applied by hand before migrations existed.
Verified: replaying all four migrations into a throwaway schema reproduces
the live pf schema exactly, 41 columns, column for column.
schema.generated.sql is a pg_dump snapshot for reading, refreshed by
npm run schema:dump. It excludes the runtime fc_* tables and strips
pg_dump's random \restrict token and version banner, so regenerating an
unchanged schema yields an identical file rather than a spurious diff.
pf.dim_period stays out of migrations — it is a parameterised data load
(fiscal year start month), not a schema change.
The dev database (ubm) has been baselined at all four migrations.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Ship rows pre-aggregated to the grain the pivot displays instead of raw
forecast rows. This is Path B from pf_perspective_options.md: it keeps
Perspective's native WASM engine — so expand/collapse/depth/sort/filter
all still work — and fixes load time by cutting rows, not transport.
Measured on pf.fc_osm_stack_20 at pending_rep x customer x smon:
534,902 -> 6,154 rows (~87x), pf_gkey unique across all 6,154, and both
measures reconcile exactly to the raw totals.
The grain is static: flagged once per source in Setup and baked into the
stored pf.sql templates, so load and operations agree by construction.
Sources with no flagged column keep the previous raw-row behaviour, so
this is backward compatible.
- pf.col_meta gains in_grain; grainOf() in lib/sql_generator.js is the
single definition of the grain and is reused by routes/log.js.
- New get_agg template + GET /api/versions/:id/agg, generated only when a
grain is defined. Regenerating drops templates no longer produced, so
clearing the grain falls back to /data.
- scale/recode/clone now aggregate their own new rows to grain before
returning. Because pf_logid is part of pf_gkey those keys are always
new, so table.update() appends and the view re-sums — the Excel
pivot-cache pattern, no bucket recomputation.
- Undo reports pf_gkeys (RETURNING cannot take DISTINCT, so the delete
feeds a CTE that reduces to distinct keys); the client removes those
index values and the view re-sums.
- pf_gkey is concat_ws(chr(31), COALESCE(col::text, chr(30)), ...).
The separator and NULL sentinel are load-bearing: plain concat_ws skips
NULLs, so ('a',NULL) and (NULL,'a') would collide and silently merge two
groups into one indexed row.
- Forecast.jsx reads col_meta first to pick /agg vs /data; the Arrow
streaming logic is extracted to fetchArrow() since both share it.
- Setup.jsx gains a grain checkbox and shows the resulting grain.
- 01_schema.sql: move the col_meta ALTERs after its CREATE TABLE — they
referenced the table before it existed on a fresh install.
All six generated statements verified to plan against the real forecast
table; the in_grain column has been added to the dev database.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Document the outcome of the Option C spike (server-side DuckDB as a
Perspective virtual server) and the resulting architecture decision.
pf_perspective_options.md:
- Spike findings: latency is excellent (~12ms round trip, 5-29ms
aggregation, ~1.5-1.9s to materialize 534,902 rows) but Perspective's
GenericSQLVirtualServerModel ignores group_by_depth and has no
ViewConfig field for per-node expansion state, so interactive
drill-down is not achievable. This affects options B, C and D alike
since they share that SQL model.
- Decision: the real lever is grain, not transport. Pre-aggregating to
display grain collapses 534,902 -> 4,642 rows (~115x) on osm_stack
while keeping the native Perspective engine, so expand/collapse/
depth/sort/filter continue to work.
- Two candidate designs (Path A live virtual server vs Path B
pre-aggregated extract) with the deciding question: do real cuts ever
exceed the browser's leaf-row ceiling?
pf_spec.md:
- Concrete Path B design: pf.col_meta.in_grain, GET /api/versions/:id/agg,
synthetic pf_gkey index, and the append-deltas write/undo model that
mirrors the prior Excel pivot-cache workflow.
Drop pf_ux_mockup.md — an ASCII mockup of UI that is now built; the
views in ui/src/views are the current reference.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Document the @perspective-dev distribution (not FINOS @finos/perspective):
loader (npm /inline vs CDN), the version trilemma (inline needs 4.5.x,
viewer-d3fc caps at 4.4.1, charts need 4.4.1 — can't have all three),
Arrow vs JSON delivery constraints, deploy pattern, and an upgrade smoke
test. Correct CLAUDE.md's stale perspective.finos.org link to the actual
@perspective-dev repo.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- units role is now optional; spec and CLAUDE.md reflect conditionality in SQL patterns
- pf.col_meta gains dim_group and dim_period_col fields (documented in both files)
- pf.dim_period calendar table added to schema docs
- pf.source default_layout column added to spec DDL
- Forecast table metadata columns corrected to pf_iter/pf_logid/pf_created_at throughout spec
- SQL patterns updated with correct CTE structure and RETURNING * to match generated code
- Project status updated to 2026-06-12; stale Arrow IPC open question removed
- todo.md deleted; open items retained in CLAUDE.md known issues
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace Bootstrap fill icons with Feather-style stroke SVGs (sun with
rays + crescent moon) in StatusBar toggle.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
