48 lines
1.1 KiB
Markdown
48 lines
1.1 KiB
Markdown
# Historical Load Plan
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Date: 2026-03-23
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Status: executable in MVP mode
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## 1. Objective
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Build initial canonical baseline for analytics by loading a broad slice of entity sets.
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## 2. Preconditions
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1. OData access is healthy.
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2. `entity_sets.json` or metadata is available.
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3. Canonical DB is configured (`CANONICAL_DB_URL`).
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## 3. Run command
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Example:
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```powershell
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python scripts/run_refresh.py --mode historical --limit-per-set 500
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```
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Alternative explicit set list:
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```powershell
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python scripts/run_refresh.py --mode historical --entity-set DocumentSales --entity-set RegisterAccounting
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```
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## 4. Acceptance checks
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1. `logs/refresh_last_run.json` exists.
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2. Run status is `success` or `partial_success`.
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3. `store_stats.entities_total > 0`.
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4. `checkpoints_total > 0`.
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## 5. Recovery rules
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- If run is `failed`, fix connectivity/schema issue and rerun same command.
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- If run is `partial_success`, rerun failed entity sets explicitly via `--entity-set`.
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## 6. Post-load
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After successful baseline load:
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1. Freeze closed periods policy in ops notes.
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2. Switch daily operations to incremental mode.
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