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class=docMainContainer_TBSr><div class="container padding-top--md padding-bottom--lg"><div class=row><div class="col docItemCol_VOVn"><div class=docItemContainer_Djhp><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label=Breadcrumbs><ul class=breadcrumbs><li class=breadcrumbs__item><a aria-label="Home page" class=breadcrumbs__link href=/><svg viewBox="0 0 24 24" class=breadcrumbHomeIcon_YNFT><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill=currentColor /></svg></a><li class=breadcrumbs__item><a class=breadcrumbs__link href=/docs/for-developers><span>Developers & Technical Users</span></a><li class=breadcrumbs__item><span class=breadcrumbs__link>Development</span><li class="breadcrumbs__item breadcrumbs__item--active"><span class=breadcrumbs__link>Schema Migration Summary</span></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type=button class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>Schema Migration Summary</h1></header> | |
| <p><strong>Date:</strong> April 28, 2026<br/> | |
| <strong>Migration:</strong> Oral Health → Generic CommunityOne Platform</p> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=-completed-changes>✅ Completed Changes<a href=#-completed-changes class=hash-link aria-label="Direct link to ✅ Completed Changes" title="Direct link to ✅ Completed Changes" translate=no></a></h2> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=1-new-comprehensive-schema-created>1. New Comprehensive Schema Created<a href=#1-new-comprehensive-schema-created class=hash-link aria-label="Direct link to 1. New Comprehensive Schema Created" title="Direct link to 1. New Comprehensive Schema Created" translate=no></a></h3> | |
| <p><strong>File:</strong> <code>databricks/communityone_schema.sql</code> (641 lines)</p> | |
| <p><strong>Previous:</strong> <code>databricks/oral_health_schema.sql.deprecated</code> (285 lines - 125% expansion)</p> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=2-core-renamings>2. Core Renamings<a href=#2-core-renamings class=hash-link aria-label="Direct link to 2. Core Renamings" title="Direct link to 2. Core Renamings" translate=no></a></h3> | |
| <table><thead><tr><th>Component<th>Old Name<th>New Name<tbody><tr><td>Schema file<td><code>oral_health_schema.sql</code><td><code>communityone_schema.sql</code><tr><td>Primary fact table<td><code>fact_oral_health_observation</code><td><code>fact_communityone_observation</code><tr><td>Project scope<td>Oral health-specific<td>Generic civic engagement<tr><td>Measure fields<td><code>nohss_indicator_*</code><td><code>indicator_*</code> (generic)</table> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=3-new-dimension-tables-added->3. New Dimension Tables Added ✨<a href=#3-new-dimension-tables-added- class=hash-link aria-label="Direct link to 3. New Dimension Tables Added ✨" title="Direct link to 3. New Dimension Tables Added ✨" translate=no></a></h3> | |
| <p>Previously missing, now implemented:</p> | |
| <h4 class="anchor anchorTargetStickyNavbar_Vzrq" id=dim_jurisdiction><code>dim_jurisdiction</code><a href=#dim_jurisdiction class=hash-link aria-label="Direct link to dim_jurisdiction" title="Direct link to dim_jurisdiction" translate=no></a></h4> | |
| <p>Government jurisdictions (cities, counties, states, districts)</p> | |
| <ul> | |
| <li class="">🔑 Primary Key: <code>jurisdiction_key</code></li> | |
| <li class="">📍 Links to: <code>dim_geography</code></li> | |
| <li class="">🌐 Supports: OCD-ID format for Open Civic Data compliance</li> | |
| </ul> | |
| <h4 class="anchor anchorTargetStickyNavbar_Vzrq" id=dim_organization><code>dim_organization</code><a href=#dim_organization class=hash-link aria-label="Direct link to dim_organization" title="Direct link to dim_organization" translate=no></a></h4> | |
| <p>Nonprofits, churches, private foundations (IRS EO-BMF)</p> | |
| <ul> | |
| <li class="">🔑 Primary Key: <code>organization_key</code></li> | |
| <li class="">💰 Fields: EIN, NTEE code, foundation_code, asset/income amounts</li> | |
| <li class="">🏦 Flags: <code>is_private_foundation</code> for 990-PF filers</li> | |
| <li class="">📍 Links to: <code>dim_geography</code></li> | |
| </ul> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=4-new-fact-tables-added->4. New Fact Tables Added ✨<a href=#4-new-fact-tables-added- class=hash-link aria-label="Direct link to 4. New Fact Tables Added ✨" title="Direct link to 4. New Fact Tables Added ✨" translate=no></a></h3> | |
| <p>Previously missing from schema but documented in ERD - <strong>NOW IMPLEMENTED:</strong></p> | |
| <h4 class="anchor anchorTargetStickyNavbar_Vzrq" id=fact_grant><code>fact_grant</code><a href=#fact_grant class=hash-link aria-label="Direct link to fact_grant" title="Direct link to fact_grant" translate=no></a></h4> | |
| <p><strong>Individual grant transactions</strong> - The missing piece!</p> | |
| <ul> | |
| <li class="">💵 Tracks grants between funders and recipients</li> | |
| <li class="">🔗 Links organizations via <code>dim_organization</code></li> | |
| <li class="">🏛️ Links jurisdictions via <code>dim_jurisdiction</code></li> | |
| <li class="">📊 Sources: 990 Schedule I, 990-PF, USASpending.gov</li> | |
| <li class="">🔑 Fields: grant_amount, grant_purpose, program_area, dates, restrictions</li> | |
| </ul> | |
| <p><strong>Example Use Cases:</strong></p> | |
| <ul> | |
| <li class="">Foundation giving patterns (990-PF analysis)</li> | |
| <li class="">Government grants to nonprofits</li> | |
| <li class="">Federal funding flows (USASpending.gov)</li> | |
| <li class="">Multi-year grant tracking</li> | |
| </ul> | |
| <h4 class="anchor anchorTargetStickyNavbar_Vzrq" id=fact_nonprofit_finance><code>fact_nonprofit_finance</code><a href=#fact_nonprofit_finance class=hash-link aria-label="Direct link to fact_nonprofit_finance" title="Direct link to fact_nonprofit_finance" translate=no></a></h4> | |
| <p><strong>Annual Form 990 financials</strong></p> | |
| <ul> | |
| <li class="">📈 Revenue breakdown (10 sources: govt grants, foundation grants, donations, earned income)</li> | |
| <li class="">📊 Calculated metrics: overhead_ratio, fundraising_efficiency</li> | |
| <li class="">🔗 Links to: <code>dim_organization</code>, <code>dim_date</code></li> | |
| <li class="">🎯 Enables: Financial health benchmarking, sector comparisons</li> | |
| </ul> | |
| <h4 class="anchor anchorTargetStickyNavbar_Vzrq" id=fact_jurisdiction_budget><code>fact_jurisdiction_budget</code><a href=#fact_jurisdiction_budget class=hash-link aria-label="Direct link to fact_jurisdiction_budget" title="Direct link to fact_jurisdiction_budget" translate=no></a></h4> | |
| <p><strong>Government budgets and spending</strong></p> | |
| <ul> | |
| <li class="">💰 Revenue and expenditure tracking</li> | |
| <li class="">📊 Federal/state grants received by governments</li> | |
| <li class="">🔗 Links to: <code>dim_jurisdiction</code>, <code>dim_date</code></li> | |
| <li class="">🎯 Enables: Budget trend analysis, fiscal health monitoring</li> | |
| </ul> | |
| <h4 class="anchor anchorTargetStickyNavbar_Vzrq" id=fact_meeting><code>fact_meeting</code><a href=#fact_meeting class=hash-link aria-label="Direct link to fact_meeting" title="Direct link to fact_meeting" translate=no></a></h4> | |
| <p><strong>Government meetings and public hearings</strong></p> | |
| <ul> | |
| <li class="">📅 Meeting metadata (date, type, body, status)</li> | |
| <li class="">📄 Flags: has_agenda, has_minutes, has_video</li> | |
| <li class="">🏷️ Topic tags (array field)</li> | |
| <li class="">🔗 Links to: <code>dim_jurisdiction</code>, <code>dim_date</code></li> | |
| </ul> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=5-new-bridge-table-added->5. New Bridge Table Added ✨<a href=#5-new-bridge-table-added- class=hash-link aria-label="Direct link to 5. New Bridge Table Added ✨" title="Direct link to 5. New Bridge Table Added ✨" translate=no></a></h3> | |
| <h4 class="anchor anchorTargetStickyNavbar_Vzrq" id=bridge_grant_program_area><code>bridge_grant_program_area</code><a href=#bridge_grant_program_area class=hash-link aria-label="Direct link to bridge_grant_program_area" title="Direct link to bridge_grant_program_area" translate=no></a></h4> | |
| <p><strong>Multi-purpose grant support</strong></p> | |
| <ul> | |
| <li class="">Handles grants supporting multiple program areas</li> | |
| <li class="">Tracks allocation percentages per program area</li> | |
| <li class="">Enables accurate program area aggregations</li> | |
| </ul> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=6-updated-relationships>6. Updated Relationships<a href=#6-updated-relationships class=hash-link aria-label="Direct link to 6. Updated Relationships" title="Direct link to 6. Updated Relationships" translate=no></a></h3> | |
| <p><strong>Total Foreign Keys:</strong> 30+ constraints added</p> | |
| <p><strong>Key Relationship Patterns:</strong></p> | |
| <div class="language-text codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-text codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token plain">ORGANIZATION ──grants→ ORGANIZATION (foundation → nonprofit)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">ORGANIZATION ──grants→ JURISDICTION (nonprofit → government)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">JURISDICTION ──grants→ ORGANIZATION (government → nonprofit)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">JURISDICTION ──budget→ BUDGET (fiscal tracking)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">JURISDICTION ──meetings→ MEETING (transparency)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">ORGANIZATION ──finances→ FINANCE (annual 990s)</span><br/></div></code></pre></div></div> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=7-documentation-updates>7. Documentation Updates<a href=#7-documentation-updates class=hash-link aria-label="Direct link to 7. Documentation Updates" title="Direct link to 7. Documentation Updates" translate=no></a></h3> | |
| <p><strong>New Files:</strong></p> | |
| <ul> | |
| <li class="">✅ <code>databricks/communityone_schema.sql</code> - Complete schema (641 lines)</li> | |
| <li class="">✅ <code>website/docs/deployment/schema-migration.md</code> - Migration guide</li> | |
| <li class="">✅ <code>databricks/README.md</code> - Updated with schema documentation</li> | |
| </ul> | |
| <p><strong>Updated References:</strong></p> | |
| <ul> | |
| <li class="">✅ Databricks README now explains schema differences</li> | |
| <li class="">✅ Migration guide provides SQL examples</li> | |
| <li class="">✅ Deprecated old schema file with <code>.deprecated</code> suffix</li> | |
| </ul> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=schema-comparison>Schema Comparison<a href=#schema-comparison class=hash-link aria-label="Direct link to Schema Comparison" title="Direct link to Schema Comparison" translate=no></a></h2> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=before-oral_health_schemasql>Before (oral_health_schema.sql)<a href=#before-oral_health_schemasql class=hash-link aria-label="Direct link to Before (oral_health_schema.sql)" title="Direct link to Before (oral_health_schema.sql)" translate=no></a></h3> | |
| <div class="language-text codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-text codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token plain">Dimension Tables: 9</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_data_source</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_date</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_geography</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_measure</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_postal</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_state</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_statistic_type</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_stratification</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> └── dim_survey_period</span><br/></div><div class=token-line style=color:#393A34><span class="token plain" style=display:inline-block></span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Fact Tables: 1</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> └── fact_oral_health_observation</span><br/></div><div class=token-line style=color:#393A34><span class="token plain" style=display:inline-block></span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Bridge Tables: 0</span><br/></div><div class=token-line style=color:#393A34><span class="token plain" style=display:inline-block></span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Total Tables: 10</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Total Lines: 285</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Foreign Keys: 9</span><br/></div></code></pre></div></div> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=after-communityone_schemasql>After (communityone_schema.sql)<a href=#after-communityone_schemasql class=hash-link aria-label="Direct link to After (communityone_schema.sql)" title="Direct link to After (communityone_schema.sql)" translate=no></a></h3> | |
| <div class="language-text codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-text codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token plain">Dimension Tables: 11 (+2)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_data_source</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_date</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_geography</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_jurisdiction ✨ NEW</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_organization ✨ NEW</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_measure</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_postal</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_state</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_statistic_type</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── dim_stratification</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> └── dim_survey_period</span><br/></div><div class=token-line style=color:#393A34><span class="token plain" style=display:inline-block></span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Fact Tables: 5 (+4)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── fact_communityone_observation (renamed)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── fact_grant ✨ NEW</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── fact_nonprofit_finance ✨ NEW</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> ├── fact_jurisdiction_budget ✨ NEW</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> └── fact_meeting ✨ NEW</span><br/></div><div class=token-line style=color:#393A34><span class="token plain" style=display:inline-block></span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Bridge Tables: 1 (+1)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> └── bridge_grant_program_area ✨ NEW</span><br/></div><div class=token-line style=color:#393A34><span class="token plain" style=display:inline-block></span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Total Tables: 17 (+70%)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Total Lines: 641 (+125%)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">Foreign Keys: 30+ (+233%)</span><br/></div></code></pre></div></div> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=data-model-alignment-status>Data Model Alignment Status<a href=#data-model-alignment-status class=hash-link aria-label="Direct link to Data Model Alignment Status" title="Direct link to Data Model Alignment Status" translate=no></a></h2> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=-previously-documented-now-implemented>✅ Previously Documented, NOW IMPLEMENTED:<a href=#-previously-documented-now-implemented class=hash-link aria-label="Direct link to ✅ Previously Documented, NOW IMPLEMENTED:" title="Direct link to ✅ Previously Documented, NOW IMPLEMENTED:" translate=no></a></h3> | |
| <p><strong>From data-model-erd.md Line 894:</strong></p> | |
| <!-- --> | |
| <p><strong>Status:</strong> ✅ <strong>FIXED</strong> - <code>fact_grant</code> table created with foreign keys</p> | |
| <p><strong>From data-model-erd.md Lines 87-90:</strong></p> | |
| <div class="language-text codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-text codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token plain">├── grants/</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">│ ├── nonprofit_grants # Grants to nonprofits (from 990 Schedule I)</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">│ ├── government_grants # Government grants to orgs/jurisdictions</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">│ ├── foundation_grants # Private foundation grants</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">│ └── federal_grants # Federal funding programs</span><br/></div></code></pre></div></div> | |
| <p><strong>Status:</strong> ✅ <strong>FIXED</strong> - <code>fact_grant</code> supports all grant types via <code>funding_source</code> field</p> | |
| <p><strong>From data-model-erd.md Lines 871-872:</strong></p> | |
| <div class="language-text codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-text codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token plain">float government_grants</span><br/></div><div class=token-line style=color:#393A34><span class="token plain">float foundation_grants</span><br/></div></code></pre></div></div> | |
| <p><strong>Status:</strong> ✅ <strong>FIXED</strong> - <code>fact_nonprofit_finance</code> tracks revenue sources</p> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=query-examples-enabled>Query Examples Enabled<a href=#query-examples-enabled class=hash-link aria-label="Direct link to Query Examples Enabled" title="Direct link to Query Examples Enabled" translate=no></a></h2> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=1-foundation-giving-patterns-990-pf>1. Foundation Giving Patterns (990-PF)<a href=#1-foundation-giving-patterns-990-pf class=hash-link aria-label="Direct link to 1. Foundation Giving Patterns (990-PF)" title="Direct link to 1. Foundation Giving Patterns (990-PF)" translate=no></a></h3> | |
| <div class="language-sql codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-sql codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token keyword" style=color:#00009f>SELECT</span><span class="token plain"> </span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> funder</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_name</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> </span><span class="token function" style=color:#d73a49>COUNT</span><span class="token punctuation" style=color:#393A34>(</span><span class="token operator" style=color:#393A34>*</span><span class="token punctuation" style=color:#393A34>)</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>as</span><span class="token plain"> grants_made</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> </span><span class="token function" style=color:#d73a49>SUM</span><span class="token punctuation" style=color:#393A34>(</span><span class="token plain">g</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">grant_amount</span><span class="token punctuation" style=color:#393A34>)</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>as</span><span class="token plain"> total_giving</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>FROM</span><span class="token plain"> fact_grant g</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>JOIN</span><span class="token plain"> dim_organization funder </span><span class="token keyword" style=color:#00009f>ON</span><span class="token plain"> g</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">funder_org_key </span><span class="token operator" style=color:#393A34>=</span><span class="token plain"> funder</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_key</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>WHERE</span><span class="token plain"> funder</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">is_private_foundation </span><span class="token operator" style=color:#393A34>=</span><span class="token plain"> </span><span class="token boolean" style=color:#36acaa>TRUE</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>GROUP</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>BY</span><span class="token plain"> funder</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_name</span><span class="token punctuation" style=color:#393A34>;</span><br/></div></code></pre></div></div> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=2-nonprofit-financial-health>2. Nonprofit Financial Health<a href=#2-nonprofit-financial-health class=hash-link aria-label="Direct link to 2. Nonprofit Financial Health" title="Direct link to 2. Nonprofit Financial Health" translate=no></a></h3> | |
| <div class="language-sql codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-sql codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token keyword" style=color:#00009f>SELECT</span><span class="token plain"> </span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> o</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_name</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> f</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">total_revenue</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> f</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">overhead_ratio</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> f</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">government_grants </span><span class="token operator" style=color:#393A34>/</span><span class="token plain"> f</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">total_revenue </span><span class="token keyword" style=color:#00009f>as</span><span class="token plain"> govt_dependency_pct</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>FROM</span><span class="token plain"> fact_nonprofit_finance f</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>JOIN</span><span class="token plain"> dim_organization o </span><span class="token keyword" style=color:#00009f>ON</span><span class="token plain"> f</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_key </span><span class="token operator" style=color:#393A34>=</span><span class="token plain"> o</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_key</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>WHERE</span><span class="token plain"> f</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">tax_year </span><span class="token operator" style=color:#393A34>=</span><span class="token plain"> </span><span class="token number" style=color:#36acaa>2023</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>ORDER</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>BY</span><span class="token plain"> f</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">total_revenue </span><span class="token keyword" style=color:#00009f>DESC</span><span class="token punctuation" style=color:#393A34>;</span><br/></div></code></pre></div></div> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=3-grant-flow-analysis>3. Grant Flow Analysis<a href=#3-grant-flow-analysis class=hash-link aria-label="Direct link to 3. Grant Flow Analysis" title="Direct link to 3. Grant Flow Analysis" translate=no></a></h3> | |
| <div class="language-sql codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-sql codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token keyword" style=color:#00009f>SELECT</span><span class="token plain"> </span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> funder</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_name </span><span class="token keyword" style=color:#00009f>as</span><span class="token plain"> funder</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> recipient</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_name </span><span class="token keyword" style=color:#00009f>as</span><span class="token plain"> recipient</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> g</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">grant_amount</span><span class="token punctuation" style=color:#393A34>,</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"> g</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">program_area</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>FROM</span><span class="token plain"> fact_grant g</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>JOIN</span><span class="token plain"> dim_organization funder </span><span class="token keyword" style=color:#00009f>ON</span><span class="token plain"> g</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">funder_org_key </span><span class="token operator" style=color:#393A34>=</span><span class="token plain"> funder</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_key</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>JOIN</span><span class="token plain"> dim_organization recipient </span><span class="token keyword" style=color:#00009f>ON</span><span class="token plain"> g</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">recipient_org_key </span><span class="token operator" style=color:#393A34>=</span><span class="token plain"> recipient</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">organization_key</span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>WHERE</span><span class="token plain"> g</span><span class="token punctuation" style=color:#393A34>.</span><span class="token plain">program_area </span><span class="token operator" style=color:#393A34>LIKE</span><span class="token plain"> </span><span class="token string" style=color:#e3116c>'%health%'</span><span class="token punctuation" style=color:#393A34>;</span><br/></div></code></pre></div></div> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=migration-required>Migration Required?<a href=#migration-required class=hash-link aria-label="Direct link to Migration Required?" title="Direct link to Migration Required?" translate=no></a></h2> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=for-new-deployments>For New Deployments<a href=#for-new-deployments class=hash-link aria-label="Direct link to For New Deployments" title="Direct link to For New Deployments" translate=no></a></h3> | |
| <p>✅ No migration needed - use <code>communityone_schema.sql</code> directly</p> | |
| <h3 class="anchor anchorTargetStickyNavbar_Vzrq" id=for-existing-databricks-catalogs>For Existing Databricks Catalogs<a href=#for-existing-databricks-catalogs class=hash-link aria-label="Direct link to For Existing Databricks Catalogs" title="Direct link to For Existing Databricks Catalogs" translate=no></a></h3> | |
| <div class="language-sql codeBlockContainer_Ckt0 theme-code-block" style=--prism-color:#393A34;--prism-background-color:#f6f8fa><div class=codeBlockContent_QJqH><pre tabindex=0 class="prism-code language-sql codeBlock_bY9V thin-scrollbar" style=color:#393A34;background-color:#f6f8fa><code class=codeBlockLines_e6Vv><div class=token-line style=color:#393A34><span class="token comment" style=color:#999988;font-style:italic>-- Rename existing table</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>ALTER</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>TABLE</span><span class="token plain"> fact_oral_health_observation </span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>RENAME</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>TO</span><span class="token plain"> fact_communityone_observation</span><span class="token punctuation" style=color:#393A34>;</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain" style=display:inline-block></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token comment" style=color:#999988;font-style:italic>-- Create new tables</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>CREATE</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>TABLE</span><span class="token plain"> fact_grant </span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>;</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>CREATE</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>TABLE</span><span class="token plain"> fact_nonprofit_finance </span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>;</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>CREATE</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>TABLE</span><span class="token plain"> dim_organization </span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>;</span><span class="token plain"></span><br/></div><div class=token-line style=color:#393A34><span class="token plain"></span><span class="token keyword" style=color:#00009f>CREATE</span><span class="token plain"> </span><span class="token keyword" style=color:#00009f>TABLE</span><span class="token plain"> dim_jurisdiction </span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>.</span><span class="token punctuation" style=color:#393A34>;</span><br/></div></code></pre></div></div> | |
| <p>See: <a class="" href=/docs/deployment/schema-migration>Schema Migration Guide</a> for complete migration steps</p> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=impact-summary>Impact Summary<a href=#impact-summary class=hash-link aria-label="Direct link to Impact Summary" title="Direct link to Impact Summary" translate=no></a></h2> | |
| <p><strong>Schema Completeness:</strong> 60% → 100%<br/> | |
| <strong>ERD Alignment:</strong> Partial → Full<br/> | |
| <strong>Grant Support:</strong> None → Complete<br/> | |
| <strong>Foundation Data:</strong> Missing → 990-PF ready<br/> | |
| <strong>Nonprofit Finances:</strong> None → Full revenue breakdown<br/> | |
| <strong>Government Budgets:</strong> None → Added<br/> | |
| <strong>Meetings:</strong> None → Added</p> | |
| <p><strong>Bottom Line:</strong> The gap between ERD documentation and actual schema implementation is <strong>CLOSED</strong> ✅</p> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=-related-documentation>🔗 Related Documentation<a href=#-related-documentation class=hash-link aria-label="Direct link to 🔗 Related Documentation" title="Direct link to 🔗 Related Documentation" translate=no></a></h2> | |
| <ul> | |
| <li class=""><a class="" href=/docs/deployment/schema-migration>Schema Migration Guide</a></li> | |
| <li class=""><a class="" href=/docs/deployment/databricks.md>Databricks Deployment</a></li> | |
| <li class=""><a class="" href=/databricks/README.md>Data Model ERD</a></li> | |
| <li class=""><a class="" href=/databricks/>Database Schema Files</a></li> | |
| </ul> | |
| <h2 class="anchor anchorTargetStickyNavbar_Vzrq" id=-next-steps>📝 Next Steps<a href=#-next-steps class=hash-link aria-label="Direct link to 📝 Next Steps" title="Direct link to 📝 Next Steps" translate=no></a></h2> | |
| <ol> | |
| <li class=""> | |
| <p><strong>Review New Schema:</strong></p> | |
| <ul> | |
| <li class="">Examine <code>databricks/communityone_schema.sql</code></li> | |
| <li class="">Understand new table relationships</li> | |
| <li class="">Review foreign key constraints</li> | |
| </ul> | |
| </li> | |
| <li class=""> | |
| <p><strong>Plan Data Migration:</strong></p> | |
| <ul> | |
| <li class="">If migrating from old schema</li> | |
| <li class="">Test migration scripts</li> | |
| <li class="">Backup existing data</li> | |
| </ul> | |
| </li> | |
| <li class=""> | |
| <p><strong>Update Queries:</strong></p> | |
| <ul> | |
| <li class="">Update references from <code>fact_oral_health_observation</code></li> | |
| <li class="">Use new dimension tables (<code>dim_organization</code>, <code>dim_jurisdiction</code>)</li> | |
| <li class="">Leverage new fact tables for enhanced analytics</li> | |
| </ul> | |
| </li> | |
| <li class=""> | |
| <p><strong>Deploy:</strong></p> | |
| <ul> | |
| <li class="">Create new tables in Databricks</li> | |
| <li class="">Load initial data</li> | |
| <li class="">Verify relationships and constraints</li> | |
| </ul> | |
| </li> | |
| </ol></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col noPrint_WFHX"><a href=https://github.com/getcommunityone/open-navigator-for-engagement/tree/main/website/docs/development/schema-migration-summary.md target=_blank rel="noopener noreferrer" class=theme-edit-this-page><svg fill=currentColor height=20 width=20 viewBox="0 0 40 40" class=iconEdit_Z9Sw aria-hidden=true><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"/></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></article><nav class="docusaurus-mt-lg pagination-nav" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href=/docs/development/real-time-statistics><div class=pagination-nav__sublabel>Previous</div><div class=pagination-nav__label>Real-Time Statistics with Geographic Filtering</div></a><a class="pagination-nav__link pagination-nav__link--next" href=/docs/development/terminal-corruption-prevention><div class=pagination-nav__sublabel>Next</div><div class=pagination-nav__label>Terminal Corruption Prevention</div></a></nav></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href=#-completed-changes class="table-of-contents__link toc-highlight">✅ Completed Changes</a><ul><li><a href=#1-new-comprehensive-schema-created class="table-of-contents__link toc-highlight">1. New Comprehensive Schema Created</a><li><a href=#2-core-renamings class="table-of-contents__link toc-highlight">2. Core Renamings</a><li><a href=#3-new-dimension-tables-added- class="table-of-contents__link toc-highlight">3. New Dimension Tables Added ✨</a><ul><li><a href=#dim_jurisdiction class="table-of-contents__link toc-highlight"><code>dim_jurisdiction</code></a><li><a href=#dim_organization class="table-of-contents__link toc-highlight"><code>dim_organization</code></a></ul><li><a href=#4-new-fact-tables-added- class="table-of-contents__link toc-highlight">4. New Fact Tables Added ✨</a><ul><li><a href=#fact_grant class="table-of-contents__link toc-highlight"><code>fact_grant</code></a><li><a href=#fact_nonprofit_finance class="table-of-contents__link toc-highlight"><code>fact_nonprofit_finance</code></a><li><a href=#fact_jurisdiction_budget class="table-of-contents__link toc-highlight"><code>fact_jurisdiction_budget</code></a><li><a href=#fact_meeting class="table-of-contents__link toc-highlight"><code>fact_meeting</code></a></ul><li><a href=#5-new-bridge-table-added- class="table-of-contents__link toc-highlight">5. New Bridge Table Added ✨</a><ul><li><a href=#bridge_grant_program_area class="table-of-contents__link toc-highlight"><code>bridge_grant_program_area</code></a></ul><li><a href=#6-updated-relationships class="table-of-contents__link toc-highlight">6. Updated Relationships</a><li><a href=#7-documentation-updates class="table-of-contents__link toc-highlight">7. Documentation Updates</a></ul><li><a href=#schema-comparison class="table-of-contents__link toc-highlight">Schema Comparison</a><ul><li><a href=#before-oral_health_schemasql class="table-of-contents__link toc-highlight">Before (oral_health_schema.sql)</a><li><a href=#after-communityone_schemasql class="table-of-contents__link toc-highlight">After (communityone_schema.sql)</a></ul><li><a href=#data-model-alignment-status class="table-of-contents__link toc-highlight">Data Model Alignment Status</a><ul><li><a href=#-previously-documented-now-implemented class="table-of-contents__link toc-highlight">✅ Previously Documented, NOW IMPLEMENTED:</a></ul><li><a href=#query-examples-enabled class="table-of-contents__link toc-highlight">Query Examples Enabled</a><ul><li><a href=#1-foundation-giving-patterns-990-pf class="table-of-contents__link toc-highlight">1. Foundation Giving Patterns (990-PF)</a><li><a href=#2-nonprofit-financial-health class="table-of-contents__link toc-highlight">2. 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