readme.md

@@ -1,14 +1,16 @@
-* setup postgres db with a username and password and database
+## worked on so far
-* add this to .bashrc to quickly invoke command line connection `export PGD="psql -U ptrowbridge -d ubm -p 5433 -h 192.168.1.110"`
+
 setup
 ----------------------------------------------------------------------------------------------------------------------------------------------------
-* setup the application tables `$PGD -f setup_sql/schema.sql`
+the basic assumption is a single sales table is available to work with that has a lot of related data that came from master data tables originally.
-* create a table of data to forecast
+the goal then is to break that back apart to whatever degree is necessary.
-* edit `target_info.sql` to reflect the name of the table from previous step
+
-* `$PGD -f setup_sql/target_info.sql` to populate the meta table
+* _**run**_ `schema.sql` and `perd.sql` to setup basic tables
-* fill out the `target_meta` table in the database to model the forecast table
+* create a table fc.live as copied from target (will need to have columns `version` and `iter` added if not existing)
-* `PGD -f setup_sql/build_maste_tables.sql` to create master data tables from forecast data
+* _**run**_ `target_info.sql` to populate the `fc.target_meta` table that holds all the columns and their roles
-* `./routes/baseline/generate_route_sql.sh` to create the baseline sql used by the /baseline route
+* fill in flags on table `fc.target_meta` to show how the data is related
+* _**run**_ `build_master_tables.sql` to generate foreign key based master data
+
 
 routes
 ----------------------------------------------------------------------------------------------------------------------------------------------------

routes/baseline/gen_baseline.sql

@@ -49,6 +49,8 @@ WHERE
     dtype = 'date' 
     AND fkey IS NOT NULL;
 
+CREATE TABLE IF NOT EXISTS fc.sql(cmd text PRIMARY KEY, t text );
+
 -------------------------------build a column list-----------------------------------------
 SELECT 
     string_agg('o.'||format('%I',cname),E'\n    ,' ORDER BY opos ASC)
@@ -105,11 +107,11 @@ FROM
 WHERE
     (
         --base period orders booked....
-        $$||format('%I',_order_date)||$$ BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date
+        $$||_order_date||$$ BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date
         --...or any open orders currently booked before cutoff....
-        OR ($$||format('%I',_order_status)||$$ IN ('app_openstatus_code') and $$||format('%I',_order_date)||$$ <= 'app_openorder_cutoff'::date)
+        OR ($$||_order_status||$$ IN (app_openstatus_code) and $$||_order_date||$$ <= 'app_openorder_cutoff'::date)
         --...or anything that shipped in that period
-        OR ($$||format('%I',_ship_date)||$$ BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date)
+        OR ($$||_ship_date||$$ BETWEEN 'app_baseline_from_date'::date AND 'app_baseline_to_date'::date)
     )
     --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
 $$::text

setup_sql/schema.sql

@@ -1,4 +1,4 @@
-CREATE SCHEMA IF NOT EXISTS fc;
+--assumes schema fc already exists
 
 --DROP TABLE IF EXISTS fc.target_meta;
 CREATE TABLE IF NOT EXISTS fc.target_meta (
@@ -15,7 +15,7 @@ CREATE TABLE IF NOT EXISTS fc.target_meta (
 );
 
 --ALTER TABLE fc.target_meta DROP CONSTRAINT IF EXISTS target_meta_pk;
-ALTER TABLE fc.target_meta ADD CONSTRAINT target_meta_pk PRIMARY KEY (tname, cname);
+ALTER TABLE fc.target_meta ADD CONSTRAINT IF NOT EXISTS target_meta_pk PRIMARY KEY (tname, cname);
 
 COMMENT ON TABLE fc.target_meta IS 'target table layout info';
 COMMENT ON COLUMN fc.target_meta.tname IS 'schema.table_name of target sales data table';
@@ -35,5 +35,3 @@ CREATE TABLE IF NOT EXISTS fc.log  (
 );
 
 COMMENT ON TABLE fc.log IS 'forecast change log';
-
-CREATE TABLE IF NOT EXISTS fc.sql(cmd text PRIMARY KEY, t text );