document CHPA warehouse refactor rules
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# AGENTS.md
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## Repository purpose
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This repository contains the maintainable Databricks SQL replacement for the legacy CHPA warehouse jobs.
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- Treat the workspace-level `CHPA/` directory as read-only legacy input.
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- Put all rewritten code, documentation, and validation under `RE/`.
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- Preserve business behavior first. Separate logic refactoring, physical renaming, and business-rule changes.
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- Keep each persisted target in one clearly owned script whenever practical.
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## Warehouse layers
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The warehouse has exactly three persistent layers and data flows in one direction:
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```text
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DWD -> DWS -> DM
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```
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### DWD
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- Cleaned atomic details and foundational master data.
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- Retains source traceability and stable source grain.
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- Does not contain report-oriented hierarchy flattening or subject metrics.
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### DWS
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- Reusable dimensions, hierarchy-wide tables, and reusable facts built from DWD.
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- Standardizes shared codes, joins, and business definitions.
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- A job that reads DWD and produces a reusable derived table writes to DWS.
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### DM
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- Subject-area datasets, metrics, and report-facing outputs built from DWS.
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- Must not become an upstream dependency of DWD or DWS.
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DWD must not read DWS/DM. DWS must not read DM. DWS/DM derived results must not be written back to DWD, and DM derived results must not be written back to DWS.
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## Table naming
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Use the schema that matches the target layer and one of these fixed table prefixes:
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| Layer | Object type | Required form |
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| --- | --- | --- |
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| DWS | Dimension/master data | `dws.dws_ext_td_<business_entity>` |
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| DWS | Fact data | `dws.dws_ext_tf_<business_entity>` |
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| DM | Dimension/master data | `dm.dm_ext_td_<business_entity>` |
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| DM | Fact data | `dm.dm_ext_tf_<business_entity>` |
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Naming rules:
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- Use lowercase snake_case table names.
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- `td` means dimension/master data; `tf` means fact data.
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- Include the source/domain at the start of the business entity when it avoids ambiguity, for example `ims_atc_hierarchy`.
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- Do not write a newly derived DWS table with a `dwd_` name or into the `dwd` schema.
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- Keep legacy output column names during a logic-only migration. Rename columns only through an explicit coordinated contract change.
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Current hierarchy targets:
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- `dws.dws_ext_td_ims_atc_hierarchy`
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- `dws.dws_ext_td_ims_nfc_hierarchy`
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## File layout and order
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Use:
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```text
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sql/<domain>/<stage>/<sequence>_<target_table>.sql
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validation/<domain>/<stage>/<validation_name>.sql
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```
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Rules:
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- DWD jobs belong in `01_dwd`, DWS jobs in `02_dws`, and DM jobs in `03_dm`.
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- Use two-digit sequence numbers to make execution order explicit.
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- Use lowercase snake_case paths with no spaces.
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- Keep Databricks notebook markers and split executable statements with `-- COMMAND ----------`.
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- Split legacy multi-target scripts by target or responsibility when doing so does not alter transactional behavior.
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## SQL contracts
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Every persisted build script must include a concise header with:
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- purpose;
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- source tables;
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- target table;
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- output grain;
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- write mode;
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- legacy table replaced;
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- known consumers or migration dependency.
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SQL rules:
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- Use uppercase SQL keywords and descriptive lowercase snake_case CTE aliases.
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- Use four-space indentation and one selected column per line.
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- Use explicit target columns and explicit final projection columns.
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- Never use `SELECT *` in a persisted write.
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- Qualify columns whenever multiple relations are in scope.
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- Replace post-write null cleanup with projection expressions such as `COALESCE` when semantics are unchanged.
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- Replace update-driven staging with ordered CTEs only after proving the result is equivalent.
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- Keep one-time target DDL in a commented, separate Databricks cell above the write.
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- Prefer `CREATE TABLE IF NOT EXISTS <new_table> LIKE <verified_legacy_table>` when the legacy schema is the authoritative type contract.
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- Do not guess source field types when no DDL or `DESCRIBE` output is available.
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## Validation
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Before migrating downstream consumers:
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- compare old and new row counts on the same source snapshot;
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- run `EXCEPT ALL` in both directions with a fixed column order;
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- profile duplicate business keys or paths;
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- count null required keys;
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- count unmatched hierarchy/join levels;
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- make compatibility checks fail the notebook with `raise_error()` when any required check fails.
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Keep old physical tables as validation baselines until downstream migration is complete. Do not add new downstream dependencies to legacy derived tables.
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## Git workflow
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Repository:
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```text
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https://git.chenwuzhu.cn/chenwu/REFACTOR-MA.git
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```
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Commit identity for this checkout:
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```text
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chenwu <zhuchenwu@chenwuzhu.cn>
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```
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Workflow rules:
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1. Work on the local `main` branch unless the user requests a review branch.
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2. Check `git status` before editing and never discard unrelated user changes.
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3. Run whitespace/static checks and inspect staged diffs before committing.
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4. Use focused imperative commit messages that describe the warehouse change.
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5. Push to `origin/main` only after the requested batch is complete and locally verified.
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6. Never force-push or rewrite shared history without explicit approval.
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7. Report the pushed commit hash and any Databricks validation that could not be executed locally.
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Recent baseline commits:
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- `3f3dc44`: initial hierarchy SQL refactor.
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- `33e60d0`: move hierarchy outputs to DWS naming.
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- `b0d5f81`: add commented one-time DDL templates.
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@@ -0,0 +1,95 @@
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# CHPA 01/02 重构迁移清单
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## 1. 范围
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本批覆盖工作区 `CHPA/` 下全部 6 个 `01` 开头脚本和 11 个 `02` 开头脚本。原文件保持只读，新代码写入 `RE/sql/chpa/01_dwd` 和 `RE/sql/chpa/02_dws`。
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重构遵循：
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```text
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DWD -> DWS -> DM
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```
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本批不修改 `03` 开头脚本。所有 `03` 消费者的旧表引用必须在下一批统一迁移，旧表在此之前保留为验证基线。
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## 2. 旧文件到新文件映射
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| 旧文件 | 新文件 | 新目标或处理方式 |
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| --- | --- | --- |
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| `01 dwd_update.sql` | `01_dwd/01_standardize_gnd_codes.sql` | DWD 配置编码标准化 |
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| `01 dwd_update.sql` | `01_dwd/02_refresh_ims_market_config.sql` | 保留 `dwd.dwd_gnd_ims_tblmarket` |
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| `01 dwd_update.sql` | `01_dwd/03_refresh_retail_market_config.sql` | 保留 `dwd.dwd_gnd_ext_retail_tblmarket` |
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| `01 dwd_update.sql` | `01_dwd/04_refresh_dtp_market_config.sql` | 保留 `dwd.dwd_gnd_dtp_tblmarket` |
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| `01 dwd_update.sql` | `01_dwd/05_normalize_gnd_time_windows.sql` | DWD 时间窗口标准化，保留旧默认值差异 |
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| `01 dwd_ims_td_manufacturer_corp.sql` | `01_dwd/06_fix_ims_manufacturer_type.sql` | DWD `ManufacturerType_ID=0 -> 2` 修复 |
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| `01_FB_BLOB_TO_DWD.sql` | `01_dwd/07_ingest_pharbers_province_fact.sql` | 保留 `dwd.dwd_gnd_pharbers_prov_fact` |
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| `01 dwd_ims_atc_hierarchy.sql` | `02_dws/01_dws_ext_td_ims_atc_hierarchy.sql` | `dws.dws_ext_td_ims_atc_hierarchy` |
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| `01 dwd_ims_nfc_hierarchy.sql` | `02_dws/02_dws_ext_td_ims_nfc_hierarchy.sql` | `dws.dws_ext_td_ims_nfc_hierarchy` |
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| `01 dwd_ims_td_manufacturer_corp.sql` | `02_dws/03_dws_ext_td_ims_manufacturer_corporation.sql` | `dws.dws_ext_td_ims_manufacturer_corporation` |
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| `01 dwd_ims_td_pack_property.sql` | `02_dws/04_dws_ext_td_ims_pack_property.sql` | `dws.dws_ext_td_ims_pack_property` |
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| `02 DWS_IMS_TD_GEO.sql` | `02_dws/05_dws_ext_td_ims_geo.sql` | `dws.dws_ext_td_ims_geo` |
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| `02 dws_ims_td_corp_cn.sql` | `02_dws/06_dws_ext_td_ims_corporation_cn.sql` | `dws.dws_ext_td_ims_corporation_cn` |
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| `02 dws_ims_td_manu_cn.sql` | `02_dws/07_dws_ext_td_ims_manufacturer_cn.sql` | `dws.dws_ext_td_ims_manufacturer_cn` |
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| `02 tmp_ims_td_prod_tmp.sql` | `02_dws/08_dws_ext_td_ims_product_multi_manufacturer.sql` | 将临时名单升级为声明式 DWS 标记维表 |
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| `02 dws_ims_td_prod_cn.sql` | `02_dws/09_dws_ext_td_ims_product_cn.sql` | `dws.dws_ext_td_ims_product_cn`，声明式生成 `RANK_TYPE` |
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| `02 dws_ims_td_atc_cn.sql` | `02_dws/10_dws_ext_td_ims_atc_cn.sql` | `dws.dws_ext_td_ims_atc_cn` |
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| `02 dws_ims_td_nfc_cn.sql` | `02_dws/11_dws_ext_td_ims_nfc_cn.sql` | `dws.dws_ext_td_ims_nfc_cn` |
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| `02 dws_ims_td_market_ta.sql` | `02_dws/12_dws_ext_td_ims_market_ta.sql` | `dws.dws_ext_td_ims_market_ta` |
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| `02 tmp_ims_tf_fact_sales.sql` | `02_dws/13_dws_ext_td_ims_pack_ym.sql` | `dws.dws_ext_td_ims_pack_ym` |
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| `02 tmp_ims_tf_fact_sales.sql` | `02_dws/14_dws_ext_tf_ims_chpa_sales.sql` | `dws.dws_ext_tf_ims_chpa_sales` |
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| `02 dws_ims_td_date.sql` | `02_dws/15_dws_ext_td_ims_date.sql` | `dws.dws_ext_td_ims_date` |
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| `02 dws_ims_td_market.sql` | `02_dws/16_dws_ext_td_ims_market.sql` | `dws.dws_ext_td_ims_market` |
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## 3. 执行顺序
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### DWD
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1. 标准化 GND 配置编码。
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2. 刷新 IMS、Retail、DTP 市场配置快照。
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3. 按旧业务口径补齐各配置表时间窗口。
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4. 修复 manufacturer 类型。
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5. Pharbers 省级事实入湖任务独立运行；无匹配文件时必须失败，不能复用旧 staging 数据。
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### DWS
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1. ATC/NFC hierarchy。
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2. Manufacturer-corporation mapping。
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3. Pack property。
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4. Geo、corporation/manufacturer 中文维度。
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5. 多厂家产品标记、产品中文维度。
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6. ATC/NFC 中文维度、market-TA mapping。
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7. Pack 月快照、CHPA sales 事实、日期维度。
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8. Market 维度。
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## 4. 明确保留的兼容行为
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- ATC/NFC 父级编码截取长度保持不变。
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- Pack、product、molecule 编码补零规则保持不变。
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- A5Z/A5ZD corporation/manufacturer 覆盖规则保持不变。
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- GND 时间默认值中 `190001/209901` 与 `200001/299912` 的历史差异暂不统一。
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- CHPA sales 全国数据从 `202201` 开始，省级数据不增加该下限。
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- Market 扩展市场 ratio 的旧脚本净结果保持为 `1`；缺失 `ELSE` 的疑点只记录，不在本批修复。
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- 日期维度保留 `max(YM)-900` 的旧窗口算法，尽管旧注释称“最近五年”。
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## 5. 本批修复的工程问题
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- DWD 派生宽表迁移到 DWS，并使用 `dws_ext_td_` / `dws_ext_tf_` 命名。
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- 持久化写入使用显式目标字段和最终投影。
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- 一次性建表语句以注释形式放在独立 Databricks cell。
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- 产品排序从“临时表 + UPDATE”改为声明式构建。
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- CHPA sales 从共享 `tmp` 表提升为正式 DWS 事实表。
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- DWS sales 不再读取 DM geography，改为读取本批 DWS geo。
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- Market 的共享临时表、MERGE DELETE 和 UPDATE 改为 notebook 内 CTE、anti join、rank 和投影。
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- Pharbers 入湖在无文件时失败，避免旧 staging 被再次覆盖到 DWD。
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## 6. 下一批必须迁移的 03 消费者
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本批新表上线后，以下类型的旧引用仍存在于 `03` 脚本中：
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- `dws.dws_ims_td_geo`、`dws.dws_ims_td_market`；
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- `dws.dws_ims_td_*_cn`；
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- `dwd.dwd_ims_td_pack_property`；
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- `tmp.tmp_ims_tf_fact_sales`；
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- `dws.dws_ims_td_pack_ym`。
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在 `03` 消费者全部迁移并完成新旧双向差集验证之前，不删除旧表。
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