pf_app/setup_sql/01_schema.sql
Paul Trowbridge 16c296d529 SQL generator: derive date-adjacent columns from pf.dim_period at baseline load
- col_meta gets dim_period_col field: maps a dimension column to its pf.dim_period counterpart (e.g. year -> cal_year, month -> cal_month)
- When the date column is is_key of a dim_group and any sibling dimension has dim_period_col set, baseline and reference SQL JOIN pf.dim_period on the shifted date instead of copying raw source values
- No dim_period config = identical SQL to before (fully backwards compatible)
- Setup UI: period col input in col_meta editor, enabled for dimension columns with a dim_group set
- Schema migration applied: dim_period_col text null on pf.col_meta

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 10:06:05 -04:00

70 lines
2.7 KiB
SQL

-- Pivot Forecast schema install
-- Run once against target database: psql -d <db> -f setup_sql/01_schema.sql
CREATE SCHEMA IF NOT EXISTS pf;
CREATE TABLE IF NOT EXISTS pf.source (
id serial PRIMARY KEY,
schema text NOT NULL,
tname text NOT NULL,
label text,
status text NOT NULL DEFAULT 'active', -- active | archived
default_layout jsonb, -- Perspective view config used as the per-source default
created_at timestamptz NOT NULL DEFAULT now(),
created_by text,
UNIQUE (schema, tname)
);
-- 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;
ALTER TABLE pf.col_meta ADD COLUMN IF NOT EXISTS dim_period_col 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,
source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE CASCADE,
cname text NOT NULL,
label text,
role text NOT NULL DEFAULT 'ignore', -- dimension | value | units | date | ignore
is_key boolean NOT NULL DEFAULT false, -- true = usable in WHERE slice
opos integer,
UNIQUE (source_id, cname)
);
CREATE TABLE IF NOT EXISTS pf.version (
id serial PRIMARY KEY,
source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE RESTRICT,
name text NOT NULL,
description text,
status text NOT NULL DEFAULT 'open', -- open | closed
exclude_iters jsonb NOT NULL DEFAULT '["reference"]'::jsonb,
created_at timestamptz NOT NULL DEFAULT now(),
created_by text,
closed_at timestamptz,
closed_by text,
UNIQUE (source_id, name)
);
CREATE TABLE IF NOT EXISTS pf.log (
id bigserial PRIMARY KEY,
version_id integer NOT NULL REFERENCES pf.version(id) ON DELETE CASCADE,
pf_user text NOT NULL,
stamp timestamptz NOT NULL DEFAULT now(),
operation text NOT NULL, -- baseline | reference | scale | recode | clone
slice jsonb,
params jsonb,
note text
);
-- generated operation SQL per source, stored after col_meta is configured
CREATE TABLE IF NOT EXISTS pf.sql (
id serial PRIMARY KEY,
source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE CASCADE,
operation text NOT NULL, -- get_data | baseline | reference | scale | recode | clone | undo
sql text NOT NULL,
generated_at timestamptz NOT NULL DEFAULT now(),
UNIQUE (source_id, operation)
);