61 lines
4.1 KiB
Markdown
61 lines
4.1 KiB
Markdown
pre-requisites
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* setup postgres db with a username and password and database
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setup
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* `setup_sql/01_schema.sql` setup the application tables
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* create a table of data to forecast
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* `setup_sql/02_target_info.sql` to populate the meta table (edit table name)
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* fill out the `target_meta` table
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* `setup_sql/03_build_maste_tables.sql` to create master data tables from forecast data
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* `./routes/baseline/generate_route_sql.sh` to create the baseline sql used by the /baseline route
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| schema | tname | cname | opos | func | fkey | fcol | dtype | appcol | pretty |
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| ------- | ------- | -------------- | ---- | ------------ | ------------ | -------------- | ------- | ------------ | ------ |
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| fc | live | fb_cst_loc | 91 | cost | | fb_cst_loc | numeric | | |
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| fc | live | ship_cust | 36 | scust | scust | ship_cust | text | | |
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| fc | live | rdate | 98 | rdate | rdate | drange | date | | |
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| fc | live | geo | 42 | scust | | geo | text | customer | |
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| fc | live | part | 54 | item | item | part | text | item | |
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| fc | live | odate | 96 | odate | odate | drange | date | order_date | |
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| fc | live | sdate | 100 | sdate | sdate | sdate | date | ship_date | |
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| fc | live | oseas | 97 | odate | | ssyr | integer | | |
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| fc | live | calc_status | 94 | order_status | order_status | calc_status | text | order_status | |
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| fc | live | rseas | 99 | rdate | | ssyr | integer | | |
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| fc | live | sseas | 101 | sdate | | ssyr | integer | | |
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| | | | | | | | | version | |
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| | | | | | | | | iter | |
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| | | | | | | | | logid | |
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* func:
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* a foreign key and table is setup (except date types)
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* baseline function does a group-by to compact data for any func/appcol and value types are aggregated
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* fkey:
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* primary key of assoicated data and foreign key basis
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* for date types no foreign key is setup, but dynamic table joins use the fkey field to join on
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* fcol: associated field from the master data table if it is different (oseas would refer to ssyr in fc.perd)
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* pretty: display column name (user friendly)
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* appcol: flag columns that will be needed by the application
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* order_date
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* ship_date
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* customer
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* item
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* order_stats
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* units
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* cost
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* value
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* version (added if missing)
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* iter (added if missing)
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* logid (added if missing)
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issues
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- [ ] use sql stored in table instead of pulling from file
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- [ ] include building all the route sql as setup step
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- [x] baseline request json is not depostiing correctly into the sql
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- [ ] what if you create a func table but some of the values are null? (orders without quotes)
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- [x] what if you want certain things like invoice numbers included in the baseline, is a func table necesary? no, just leave fkey null and no table will be setup
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- [x] baseline needs to populate all columns in sequential order like the scale route
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- [ ] what if there is more than one table in fc.target_meta
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- [x] validate the ability to join to associated date tables, for example order season that needs incremented
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- [x] there is not currently any initial grouping to limit excess data from all the document# scenarios
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- [ ] how to handle a target value adjustment, which currency is it in?
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