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usuario marcado con etiqueta por tiempo para cada mes

Mi solución tiene algunos requisitos razonables, pero puedo trabajar sin ella (el precio es algo de rendimiento).

Creé algunas tablas auxiliares que se autocompletan con disparador. El requisito es que UPDATE o DELETE no está permitido en visita mesa.

mst_usuario la tabla almacena distintos user_id -s y es primera_visita .visita_mensual_del_usuario tabla almacena la última y la primera visit_date profesional id_usuario y mes .

MESAS

CREATE TABLE mst_user (
  id BIGINT,
  first_visit TIMESTAMP,
  CONSTRAINT pk_mst_user PRIMARY KEY (id)
);

CREATE TABLE visit (
  user_id BIGINT, 
  visit_date TIMESTAMP,
  CONSTRAINT visit_user_fkey FOREIGN KEY (user_id) REFERENCES mst_user (id)
);

CREATE TABLE user_monthly_visit (
  user_id BIGINT,
  month DATE,
  first_visit_this_month TIMESTAMP,
  last_visit_this_month TIMESTAMP,
  CONSTRAINT pk_user_monthly_visit PRIMARY KEY (user_id, month),
  CONSTRAINT user_monthly_visit_user_fkey FOREIGN KEY (user_id) REFERENCES mst_user (id)
);

CREATE INDEX ix_user_monthly_visit_month ON user_monthly_visit(month);

DISPARADOR

CREATE OR REPLACE FUNCTION trf_visit()  RETURNS trigger
  VOLATILE
AS $xx$

DECLARE
  l_user_id       BIGINT;
  l_row          RECORD;
  l_user_monthly_visit user_monthly_visit;
BEGIN
  IF (tg_op = 'INSERT')
  THEN
    l_row := NEW;
    INSERT INTO mst_user(id, first_visit) VALUES (l_row.user_id, l_row.visit_date)
    ON CONFLICT(id) DO UPDATE SET first_visit = LEAST(mst_user.first_visit, l_row.visit_date);
    
    INSERT INTO user_monthly_visit(user_id,month,first_visit_this_month,last_visit_this_month) VALUES (l_row.user_id,date_trunc('month',l_row.visit_date),l_row.visit_date,l_row.visit_date) 
    ON CONFLICT(user_id,month) DO UPDATE SET first_visit_this_month = LEAST(user_monthly_visit.first_visit_this_month,l_row.visit_date),
    last_visit_this_month = GREATEST(user_monthly_visit.last_visit_this_month,l_row.visit_date);
  ELSE
    RAISE EXCEPTION 'UPDATE and DELETE arent allowed!';
  END IF;
  RETURN l_row; 
END;
$xx$ LANGUAGE plpgsql;

CREATE TRIGGER trig_visit
  BEFORE INSERT OR DELETE OR UPDATE ON visit
  FOR EACH ROW
  EXECUTE PROCEDURE trf_visit();

DATOS DE PRUEBA

INSERT INTO visit (user_id, visit_date)
VALUES (1, '20200101 122915');
INSERT INTO visit (user_id, visit_date)
VALUES (1, '20200102 123011');
INSERT INTO visit (user_id, visit_date)
VALUES (1, '20200401 123101');
INSERT INTO visit (user_id, visit_date)
VALUES (2, '20200501 123114');

CONSULTA

SELECT mnt AS month, user_id,
CASE WHEN first_visit IS NULL OR first_visit> yyyymm + INTERVAL '1 month' THEN NULL
  WHEN first_visit_this_month = first_visit THEN 'FIRST'
  WHEN first_visit_this_month IS NULL AND last_three_month + INTERVAL '3 month' >= yyyymm THEN 'RETENTION'
  WHEN first_visit_this_month IS NOT NULL THEN 'REACTIVATE'
  ELSE NULL
END user_type
FROM
(SELECT date_part('month', gs.yyyymm)::INTEGER AS mnt, gs.yyyymm, u.id user_id, umv.first_visit_this_month, umv.last_visit_this_month, u.first_visit,
GREATEST(
  LAG(last_visit_this_month) OVER w,
  LAG(last_visit_this_month,2) OVER w,
  LAG(last_visit_this_month,3) OVER w
) last_three_month
FROM 
  generate_series('2020-01-01'::TIMESTAMP, '2020-12-01'::TIMESTAMP, INTERVAL '1 month') gs(yyyymm)
  CROSS JOIN mst_user u
  LEFT JOIN user_monthly_visit umv on (umv.user_id=u.id AND umv.month = gs.yyyymm)
  WINDOW w AS (PARTITION BY u.id ORDER BY gs.yyyymm)  
) monthly_visit
ORDER BY user_id,mnt;

RESULTADO

mes id_usuario tipo_usuario
1 1 PRIMERO
2 1 RETENCIÓN
3 1 RETENCIÓN
4 1 REACTIVAR
5 1 RETENCIÓN
6 1 RETENCIÓN
7 1 RETENCIÓN
8 1 (nulo)
9 1 (nulo)
10 1 (nulo)
11 1 (nulo)
12 1 (nulo)
1 2 (nulo)
2 2 (nulo)
3 2 (nulo)
4 2 (nulo)
5 2 PRIMERO
6 2 RETENCIÓN
7 2 RETENCIÓN
8 2 RETENCIÓN
9 2 (nulo)
10 2 (nulo)
11 2 (nulo)
12 2 (nulo)