There was no way to express "these segments together are the forecast".
pf_iter cannot say it: it answers whether operations may write to a row, and
Open Orders is loaded as reference precisely so nothing adjusts it while
still being part of the forecast number. The two questions are independent,
so one cannot be derived from the other.
pf.log.bucket is the second axis. Free text with suggestions -- Forecast,
Prior Year, Prior Prior Year, Plan -- rather than an enum, so another banner
needs no migration. Blank by default, falling back in the pivot to the
segment's own name, so nothing changes until something is labelled.
/data and /agg emit it as pf_bucket beside pf_segment, through the pf.log
join that is already there. Set it per segment in the Baseline list, which is
where loads live now that the change log only shows adjustments.
Needs 01_schema.sql for the column and Generate SQL for /agg to select it.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Paul Trowbridge
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