Store stack pivot layouts in DB; drop pivot_layouts FK

pivot_layouts.source_name had a FK to sources(name) preventing stack names
from being used as layout keys. Dropped the FK so any view name works.

- database/migrate_pivot_layouts_drop_fk.sql: drop the FK constraint
- api/routes/stacks.js: add GET/POST/DELETE /:name/layouts routes
- ui/src/api.js: add getStackPivotLayouts / saveStackPivotLayout / deleteStackPivotLayout
- ui/src/pages/Pivot.jsx: use DB for stack layouts instead of localStorage;
  collapse source/stack branches into saveLayout/deleteLayout helpers
- CLAUDE.md: document pivot layout persistence pattern

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

CLAUDE.md

@@ -162,6 +162,10 @@ Clicking a data cell opens a right-hand inspector panel showing the underlying t
 - The panel is resizable via a drag handle on its left edge (`paneWidth` state, min 240px).
 - The transaction table is sortable (click header) and shows column totals for all-numeric columns.
 
+### Pivot layout persistence
+
+Named layouts are stored in `dataflow.pivot_layouts` for both sources and stacks. The `source_name` column holds either a source name or a stack name — the FK to `sources(name)` was dropped to allow this. Source layouts use `/api/sources/:name/layouts`; stack layouts use `/api/stacks/:name/layouts`. Both call the same DB functions (`list_pivot_layouts`, `save_pivot_layout`, `delete_pivot_layout`). `localStorage` is still used to remember the *last active layout* for a view (the `psp_layout_<name>` key), but named layout definitions live in the DB so they persist across machines.
+
 ## File Structure
 
 ```

api/routes/stacks.js

@@ -170,5 +170,32 @@ module.exports = (pool) => {
         } catch (err) { next(err); }
     });
 
+    // Pivot layouts (same DB table as sources; FK was dropped to allow stack names)
+    router.get('/:name/layouts', async (req, res, next) => {
+        try {
+            const result = await pool.query(`SELECT * FROM list_pivot_layouts(${lit(req.params.name)})`);
+            res.json(result.rows);
+        } catch (err) { next(err); }
+    });
+
+    router.post('/:name/layouts', async (req, res, next) => {
+        try {
+            const { layout_name, config } = req.body;
+            if (!layout_name || !config) return res.status(400).json({ error: 'layout_name and config required' });
+            const result = await pool.query(
+                `SELECT * FROM save_pivot_layout(${lit(req.params.name)}, ${lit(layout_name)}, ${lit(config)})`
+            );
+            res.json(result.rows[0]);
+        } catch (err) { next(err); }
+    });
+
+    router.delete('/:name/layouts/:id', async (req, res, next) => {
+        try {
+            const result = await pool.query(`SELECT * FROM delete_pivot_layout(${lit(parseInt(req.params.id))})`);
+            if (result.rows.length === 0) return res.status(404).json({ error: 'Layout not found' });
+            res.json({ success: true });
+        } catch (err) { next(err); }
+    });
+
     return router;
 };

database/migrate_pivot_layouts_drop_fk.sql

@@ -0,0 +1,4 @@
+-- Drop the foreign key from pivot_layouts.source_name so stack view names can also
+-- be used as layout keys (stacks are not rows in the sources table).
+ALTER TABLE dataflow.pivot_layouts
+    DROP CONSTRAINT pivot_layouts_source_name_fkey;

ui/src/api.js

@@ -108,11 +108,16 @@ export const api = {
   getMappingsByOutputField: (col, val) => request('GET', `/mappings/outputs/${encodeURIComponent(col)}/${encodeURIComponent(val)}`),
   remapOutputField: (col, from_val, to_val) => request('POST', '/mappings/remap-field', { col, from_val, to_val }),
 
-  // Pivot layouts
+  // Pivot layouts (sources)
   getPivotLayouts: (source) => request('GET', `/sources/${source}/layouts`),
   savePivotLayout: (source, layout_name, config) => request('POST', `/sources/${source}/layouts`, { layout_name, config }),
   deletePivotLayout: (source, id) => request('DELETE', `/sources/${source}/layouts/${id}`),
 
+  // Pivot layouts (stacks)
+  getStackPivotLayouts: (name) => request('GET', `/stacks/${name}/layouts`),
+  saveStackPivotLayout: (name, layout_name, config) => request('POST', `/stacks/${name}/layouts`, { layout_name, config }),
+  deleteStackPivotLayout: (name, id) => request('DELETE', `/stacks/${name}/layouts/${id}`),
+
   // Stacks
   getStacks: () => request('GET', '/stacks'),
   getStack: (name) => request('GET', `/stacks/${name}`),

ui/src/pages/Pivot.jsx

@@ -127,14 +127,10 @@ export default function Pivot({ source }) {
   const loadLayouts = useCallback(async () => {
     if (!selectedView) return
     try {
-      if (viewType === 'source') {
-        const rows = await api.getPivotLayouts(selectedView)
-        setLayouts(rows)
-      } else {
-        // Stacks: localStorage only
-        const stored = localStorage.getItem(`psp_layouts_stack_${selectedView}`)
-        setLayouts(stored ? JSON.parse(stored) : [])
-      }
+      const rows = viewType === 'source'
+        ? await api.getPivotLayouts(selectedView)
+        : await api.getStackPivotLayouts(selectedView)
+      setLayouts(rows)
     } catch {}
   }, [selectedView, viewType])
 
@@ -318,11 +314,6 @@ export default function Pivot({ source }) {
       localStorage.setItem(LAYOUT_KEY(selectedView), JSON.stringify(cleaned))
     } catch {
       // Layout references columns that no longer exist — remove it
-      if (viewType === 'stack') {
-        const updated = layouts.filter(l => l.id !== layout.id)
-        setLayouts(updated)
-        localStorage.setItem(`psp_layouts_stack_${selectedView}`, JSON.stringify(updated))
-      }
       localStorage.removeItem(LAYOUT_KEY(selectedView))
       setActiveLayoutId(null)
       await viewer.restore({ table: selectedView, settings: false })
@@ -337,19 +328,22 @@ export default function Pivot({ source }) {
     return { ...viewerConfig, plugin_config: pluginConfig, expand_depth: expandDepthRef.current }
   }
 
+  const saveLayout = (name, config) => viewType === 'source'
+    ? api.savePivotLayout(selectedView, name, config)
+    : api.saveStackPivotLayout(selectedView, name, config)
+
+  const deleteLayout = (id) => viewType === 'source'
+    ? api.deletePivotLayout(selectedView, id)
+    : api.deleteStackPivotLayout(selectedView, id)
+
   async function handleSaveOver() {
     const layout = layouts.find(l => l.id === activeLayoutId)
     if (!layout) return
     const config = await captureConfig()
     if (!config) return
     try {
-      if (viewType === 'source') {
-        const saved = await api.savePivotLayout(selectedView, layout.layout_name, config)
-        setActiveLayoutId(saved.id)
-      } else {
-        const updated = layouts.map(l => l.id === activeLayoutId ? { ...l, config } : l)
-        localStorage.setItem(`psp_layouts_stack_${selectedView}`, JSON.stringify(updated))
-      }
+      const saved = await saveLayout(layout.layout_name, config)
+      setActiveLayoutId(saved.id)
       localStorage.setItem(LAYOUT_KEY(selectedView), JSON.stringify(config))
       await loadLayouts()
       flashMsg('Saved!')
@@ -364,18 +358,10 @@ export default function Pivot({ source }) {
     const config = await captureConfig()
     if (!config) return
     try {
-      let newId
-      if (viewType === 'source') {
-        const saved = await api.savePivotLayout(selectedView, name, config)
-        newId = saved.id
-      } else {
-        newId = Date.now()
-        const updated = [...layouts, { id: newId, layout_name: name, config }]
-        localStorage.setItem(`psp_layouts_stack_${selectedView}`, JSON.stringify(updated))
-      }
+      const saved = await saveLayout(name, config)
       localStorage.setItem(LAYOUT_KEY(selectedView), JSON.stringify(config))
       await loadLayouts()
-      setActiveLayoutId(newId)
+      setActiveLayoutId(saved.id)
       setShowSaveAs(false)
       setSaveAsName('')
       flashMsg('Saved!')
@@ -387,12 +373,7 @@ export default function Pivot({ source }) {
   async function handleDelete(layout, e) {
     e.stopPropagation()
     try {
-      if (viewType === 'source') {
-        await api.deletePivotLayout(selectedView, layout.id)
-      } else {
-        const updated = layouts.filter(l => l.id !== layout.id)
-        localStorage.setItem(`psp_layouts_stack_${selectedView}`, JSON.stringify(updated))
-      }
+      await deleteLayout(layout.id)
       if (activeLayoutId === layout.id) setActiveLayoutId(null)
       await loadLayouts()
       flashMsg('Deleted')