Paul Trowbridge
81c2324220
The label on a baseline or reference load ("Open Orders", "Prior Year")
lived only on the pf.log row; the data stream was a straight dump of the
forecast table, so Perspective saw pf_logid and never the name.
The stream now joins pf.log and emits two columns rather than one, because
commingling them makes neither useful: pf_segment names the load a row came
from, and is '(adjustment)' for everything else; pf_note carries the free
text on scale/recode/clone and is null on loads. The operation routes stamp
the same two fields on the rows they push back incrementally.
The tag column those labels belong in is declared in 01_schema.sql but
predates some installs, so the backfill seeding it from note joins the
ALTER already there. Adjustment notes are free text, not labels, and are
left alone.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
87 lines
3.4 KiB
SQL
87 lines
3.4 KiB
SQL
-- Pivot Forecast schema install
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-- Run once against target database: psql -d <db> -f setup_sql/01_schema.sql
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CREATE SCHEMA IF NOT EXISTS pf;
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CREATE TABLE IF NOT EXISTS pf.source (
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id serial PRIMARY KEY,
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schema text NOT NULL,
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tname text NOT NULL,
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label text,
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status text NOT NULL DEFAULT 'active', -- active | archived
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default_layout jsonb, -- Perspective view config used as the per-source default
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created_at timestamptz NOT NULL DEFAULT now(),
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created_by text,
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UNIQUE (schema, tname)
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);
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-- backfill columns for existing installs
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ALTER TABLE pf.source ADD COLUMN IF NOT EXISTS default_layout jsonb;
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ALTER TABLE pf.col_meta ADD COLUMN IF NOT EXISTS dim_group text;
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ALTER TABLE pf.col_meta ADD COLUMN IF NOT EXISTS dim_period_col text;
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-- pf.dim_period: run setup_sql/gen_dim_period.sql to create and populate
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CREATE TABLE IF NOT EXISTS pf.col_meta (
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id serial PRIMARY KEY,
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source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE CASCADE,
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cname text NOT NULL,
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label text,
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role text NOT NULL DEFAULT 'ignore', -- dimension | value | units | date | ignore
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is_key boolean NOT NULL DEFAULT false, -- true = usable in WHERE slice
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opos integer,
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UNIQUE (source_id, cname)
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);
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CREATE TABLE IF NOT EXISTS pf.version (
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id serial PRIMARY KEY,
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source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE RESTRICT,
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name text NOT NULL,
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description text,
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status text NOT NULL DEFAULT 'open', -- open | closed
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exclude_iters jsonb NOT NULL DEFAULT '["reference"]'::jsonb,
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created_at timestamptz NOT NULL DEFAULT now(),
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created_by text,
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closed_at timestamptz,
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closed_by text,
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UNIQUE (source_id, name)
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);
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CREATE TABLE IF NOT EXISTS pf.log (
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id bigserial PRIMARY KEY,
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version_id integer NOT NULL REFERENCES pf.version(id) ON DELETE CASCADE,
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pf_user text NOT NULL,
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stamp timestamptz NOT NULL DEFAULT now(),
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operation text NOT NULL, -- baseline | reference | scale | recode | clone
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slice jsonb,
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params jsonb,
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note text,
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tag text -- initiative label, e.g. 'reduce_spend'; groups
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-- adjustments into a bridge from baseline to current
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);
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-- adding tags to an install that predates them
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ALTER TABLE pf.log ADD COLUMN IF NOT EXISTS tag text;
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CREATE INDEX IF NOT EXISTS log_tag_idx ON pf.log (tag) WHERE tag IS NOT NULL;
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-- seed tags for loads that predate the column: a baseline/reference note is the
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-- segment's name ('Open Orders', 'Prior Year'), which is exactly what tag holds.
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-- Adjustment notes are free text, not labels, so they are left alone.
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UPDATE pf.log
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SET tag = note
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WHERE TRUE
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AND tag IS NULL
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AND note IS NOT NULL
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AND note <> ''
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AND operation IN ('baseline', 'reference');
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-- generated operation SQL per source, stored after col_meta is configured
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CREATE TABLE IF NOT EXISTS pf.sql (
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id serial PRIMARY KEY,
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source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE CASCADE,
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operation text NOT NULL, -- get_data | baseline | reference | scale | recode | clone | undo
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sql text NOT NULL,
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generated_at timestamptz NOT NULL DEFAULT now(),
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UNIQUE (source_id, operation)
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);
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