Status bar, stale tracking, Pivot stack selector, stack view fixes

- Add get_status() SQL and /api/status route; load stale state on login
- Replace polling with immediate client-side stale tracking via callbacks
- Amber status bar with per-item Generate buttons for sources and stacks
- Pivot: add stack selector to view any dfv.stack view via Perspective
- Stack views: DROP CASCADE, add id to source views, per-source balance columns
- net_balance = sum(all amounts) + total_offset guarantees chase+dcard=net per row
- CLAUDE.md: document correct dedup spec (within-batch duplicates always allowed)

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

CLAUDE.md

@@ -124,9 +124,15 @@ records.data → apply_transformations() →
 
 ### Deduplication
 - `constraint_key` is a JSONB object of the constraint field values (readable, no hashing)
-- Dedup is enforced at import time via CTE — no unique DB constraint
+- Dedup is enforced at import time via CTE — NO unique DB constraint on constraint_key
-- Intra-file duplicate rows are allowed (bank may send identical rows); they all insert
+- **The constraint key is for cross-batch re-import protection, NOT record uniqueness**
-- On re-import, all rows whose constraint_key already exists in the DB are skipped
+- Within a single import batch, ALL rows insert regardless of duplicate constraint keys
+  - Banks legitimately send multiple identical-looking transactions (same date, description, amount)
+  - Example: 11 Cedar Point merchandise charges on one day — all should insert in one batch
+- On re-import of overlapping date range, rows whose constraint_key already exists in DB are skipped
+  - This prevents double-counting when you re-run a month-to-date export the next day
+- NEVER use `ON CONFLICT (constraint_key)` — there is no unique constraint and it would wrongly
+  drop legitimate duplicate transactions from the same batch
 - Deleting an import log entry cascades to all records from that batch (import_id FK)
 
 ### Error Handling

api/routes/sources.js

@@ -187,7 +187,11 @@ module.exports = (pool) => {
     router.post('/:name/view', async (req, res, next) => {
         try {
             const result = await pool.query(`SELECT generate_source_view(${lit(req.params.name)}) as result`);
-            res.json(result.rows[0].result);
+            const data = result.rows[0].result;
+            if (data && data.success) {
+                await pool.query(`UPDATE dataflow.sources SET view_generated_at = NOW() WHERE name = ${lit(req.params.name)}`);
+            }
+            res.json(data);
         } catch (err) {
             next(err);
         }

api/routes/stacks.js

@@ -102,7 +102,11 @@ module.exports = (pool) => {
     router.post('/:name/view', async (req, res, next) => {
         try {
             const result = await pool.query(`SELECT generate_stack_view(${lit(req.params.name)}) AS result`);
-            res.json(result.rows[0].result);
+            const data = result.rows[0].result;
+            if (data && data.success) {
+                await pool.query(`UPDATE dataflow.stacks SET view_generated_at = NOW() WHERE name = ${lit(req.params.name)}`);
+            }
+            res.json(data);
         } catch (err) { next(err); }
     });
 

api/routes/status.js

@@ -0,0 +1,14 @@
+const express = require('express');
+
+module.exports = (pool) => {
+    const router = express.Router();
+
+    router.get('/', async (req, res, next) => {
+        try {
+            const result = await pool.query('SELECT get_status() AS result');
+            res.json(result.rows[0].result);
+        } catch (err) { next(err); }
+    });
+
+    return router;
+};

api/server.js

@@ -55,6 +55,7 @@ const rulesRoutes = require('./routes/rules');
 const mappingsRoutes = require('./routes/mappings');
 const recordsRoutes = require('./routes/records');
 const stacksRoutes = require('./routes/stacks');
+const statusRoutes = require('./routes/status');
 
 // Mount routes
 app.use('/api/sources', sourcesRoutes(pool));
@@ -62,6 +63,7 @@ app.use('/api/rules', rulesRoutes(pool));
 app.use('/api/mappings', mappingsRoutes(pool));
 app.use('/api/records', recordsRoutes(pool));
 app.use('/api/stacks', stacksRoutes(pool));
+app.use('/api/status', statusRoutes(pool));
 
 // Health check
 app.get('/health', (req, res) => {

database/functions.sql

@@ -506,10 +506,10 @@ BEGIN
 
     v_view := 'dfv.' || quote_ident(p_source_name);
 
-    EXECUTE format('DROP VIEW IF EXISTS %s', v_view);
+    EXECUTE format('DROP VIEW IF EXISTS %s CASCADE', v_view);
 
     v_sql := format(
-        'CREATE VIEW %s AS SELECT %s FROM dataflow.records WHERE source_name = %L AND transformed IS NOT NULL',
+        'CREATE VIEW %s AS SELECT id, %s FROM dataflow.records WHERE source_name = %L AND transformed IS NOT NULL',
         v_view, v_cols, p_source_name
     );
 

database/queries/stacks.sql

@@ -256,6 +256,8 @@ DECLARE
     v_sql           TEXT;
     v_has_bal       BOOLEAN;
     v_canon_cols    TEXT;
+    v_src_bal_cols  TEXT;
+    v_total_offset  NUMERIC := 0;
 BEGIN
     SELECT * INTO v_stack FROM dataflow.stacks WHERE name = p_stack_name;
     IF NOT FOUND THEN
@@ -304,20 +306,21 @@ BEGIN
             END IF;
         END LOOP;
 
-        -- Per-source running balance with calibration offset baked in
-        IF v_has_bal AND v_src.amount_field IS NOT NULL AND v_src.date_field IS NOT NULL THEN
-            v_select := v_select || format(
-                ', SUM(%I * %s) OVER (ORDER BY %I ASC, id ASC) + %s AS source_balance',
-                v_src.amount_field, v_src.amount_sign, v_src.date_field, v_src.balance_offset
-            );
-        ELSE
-            v_select := v_select || ', NULL::numeric AS source_balance';
-        END IF;
-
         v_select := v_select || format(' FROM dfv.%I', v_src.source_name);
 
         v_ctes      := v_ctes      || format('%I AS (%s)', v_src.source_name, v_select);
         v_cte_names := v_cte_names || quote_ident(v_src.source_name);
+
+        -- Accumulate carried-forward source balance column and total offset
+        IF v_has_bal THEN
+            IF v_src_bal_cols IS NOT NULL THEN v_src_bal_cols := v_src_bal_cols || ', '; END IF;
+            v_src_bal_cols := COALESCE(v_src_bal_cols, '') || format(
+                'SUM(CASE WHEN _source = %L THEN %I END) OVER (ORDER BY %I ASC, _id ASC) + %s AS %I',
+                v_src.source_name, v_stack.amount_field, v_stack.date_field,
+                v_src.balance_offset, v_src.source_name || '_balance'
+            );
+            v_total_offset := v_total_offset + v_src.balance_offset;
+        END IF;
     END LOOP;
 
     IF array_length(v_ctes, 1) IS NULL THEN
@@ -326,7 +329,7 @@ BEGIN
 
     CREATE SCHEMA IF NOT EXISTS dfv;
     v_view := 'dfv.' || quote_ident(p_stack_name);
-    EXECUTE format('DROP VIEW IF EXISTS %s', v_view);
+    EXECUTE format('DROP VIEW IF EXISTS %s CASCADE', v_view);
 
     v_canon_cols := (
         SELECT string_agg(quote_ident(f->>'name'), ', ')
@@ -334,20 +337,24 @@ BEGIN
     );
 
     IF v_has_bal THEN
-        -- net_balance: cumulative signed amount across all sources + stack-level offset
+        -- net_balance = sum of all signed amounts + total of all source offsets
+        -- This ensures net_balance = sum of per-source carried-forward balances on every row
         v_sql := format(
             'CREATE VIEW %s AS '
             'WITH %s, _stacked AS (SELECT * FROM %s) '
-            'SELECT _source, _id, %s, source_balance, '
+            'SELECT _source, _id, %s, '
-            'SUM(%I) OVER (ORDER BY %I ASC, _id ASC) + %s AS net_balance '
+            'SUM(%I) OVER (ORDER BY %I ASC, _id ASC) + %s AS net_balance, '
-            'FROM _stacked',
+            '%s '
+            'FROM _stacked ORDER BY %I DESC, _id DESC',
             v_view,
             array_to_string(v_ctes, ', '),
             array_to_string(v_cte_names, ' UNION ALL SELECT * FROM '),
             v_canon_cols,
             v_stack.amount_field,
             v_stack.date_field,
-            v_stack.balance_offset
+            v_total_offset,
+            v_src_bal_cols,
+            v_stack.date_field
         );
     ELSE
         v_sql := format(

database/queries/status.sql

@@ -0,0 +1,85 @@
+--
+-- Status tracking: view_generated_at on sources and stacks
+-- Cleared by triggers when definitions change; set by API when views are generated.
+--
+
+SET search_path TO dataflow, public;
+
+-- Add view_generated_at columns
+ALTER TABLE dataflow.sources ADD COLUMN IF NOT EXISTS view_generated_at TIMESTAMPTZ;
+ALTER TABLE dataflow.stacks  ADD COLUMN IF NOT EXISTS view_generated_at TIMESTAMPTZ;
+
+------------------------------------------------------
+-- Trigger: clear source view_generated_at when rules change
+------------------------------------------------------
+CREATE OR REPLACE FUNCTION dataflow.rules_changed()
+RETURNS TRIGGER AS $$
+BEGIN
+    UPDATE dataflow.sources SET view_generated_at = NULL
+    WHERE name = COALESCE(NEW.source_name, OLD.source_name);
+    RETURN NULL;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS trg_rules_changed ON dataflow.rules;
+CREATE TRIGGER trg_rules_changed
+AFTER INSERT OR UPDATE OR DELETE ON dataflow.rules
+FOR EACH ROW EXECUTE FUNCTION dataflow.rules_changed();
+
+------------------------------------------------------
+-- Trigger: clear source view_generated_at when mappings change
+------------------------------------------------------
+CREATE OR REPLACE FUNCTION dataflow.mappings_changed()
+RETURNS TRIGGER AS $$
+BEGIN
+    UPDATE dataflow.sources SET view_generated_at = NULL
+    WHERE name = COALESCE(NEW.source_name, OLD.source_name);
+    RETURN NULL;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS trg_mappings_changed ON dataflow.mappings;
+CREATE TRIGGER trg_mappings_changed
+AFTER INSERT OR UPDATE OR DELETE ON dataflow.mappings
+FOR EACH ROW EXECUTE FUNCTION dataflow.mappings_changed();
+
+------------------------------------------------------
+-- Trigger: clear stack view_generated_at when sources change
+------------------------------------------------------
+CREATE OR REPLACE FUNCTION dataflow.stack_sources_changed()
+RETURNS TRIGGER AS $$
+BEGIN
+    UPDATE dataflow.stacks SET view_generated_at = NULL
+    WHERE name = COALESCE(NEW.stack_name, OLD.stack_name);
+    RETURN NULL;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS trg_stack_sources_changed ON dataflow.stack_sources;
+CREATE TRIGGER trg_stack_sources_changed
+AFTER INSERT OR UPDATE OR DELETE ON dataflow.stack_sources
+FOR EACH ROW EXECUTE FUNCTION dataflow.stack_sources_changed();
+
+------------------------------------------------------
+-- Function: get_status
+-- Returns sources and stacks whose view is stale (null or never generated)
+------------------------------------------------------
+CREATE OR REPLACE FUNCTION get_status()
+RETURNS JSON AS $$
+DECLARE
+    v_sources JSON;
+    v_stacks  JSON;
+BEGIN
+    SELECT COALESCE(json_agg(json_build_object('name', name, 'view_generated_at', view_generated_at) ORDER BY name), '[]'::json)
+    INTO v_sources
+    FROM dataflow.sources
+    WHERE view_generated_at IS NULL;
+
+    SELECT COALESCE(json_agg(json_build_object('name', name, 'view_generated_at', view_generated_at) ORDER BY name), '[]'::json)
+    INTO v_stacks
+    FROM dataflow.stacks
+    WHERE view_generated_at IS NULL;
+
+    RETURN json_build_object('stale_sources', v_sources, 'stale_stacks', v_stacks);
+END;
+$$ LANGUAGE plpgsql STABLE;

ui/src/App.jsx

@@ -30,6 +30,10 @@ export default function App() {
   const [sources, setSources] = useState([])
   const [source, setSource] = useState(() => localStorage.getItem('selectedSource') || '')
   const [sidebarOpen, setSidebarOpen] = useState(false)
+  // Sets of names whose dfv view is out of sync with current definitions
+  const [staleSources, setStaleSources] = useState(new Set())
+  const [staleStacks, setStaleStacks] = useState(new Set())
+  const [generating, setGenerating] = useState({}) // { 'source:name': true }
 
   async function handleLogin(user, pass) {
     setCredentials(user, pass)
@@ -50,6 +54,45 @@ export default function App() {
     setAuthed(false)
     setLoginUser('')
     setSources([])
+    setStaleSources(new Set())
+    setStaleStacks(new Set())
+  }
+
+  // Load initial stale state from DB once on login
+  useEffect(() => {
+    if (!authed) return
+    api.getStatus().then(s => {
+      setStaleSources(new Set((s.stale_sources || []).map(x => x.name)))
+      setStaleStacks(new Set((s.stale_stacks || []).map(x => x.name)))
+    }).catch(() => {})
+  }, [authed])
+
+  function markSourceStale(name) {
+    setStaleSources(prev => new Set([...prev, name]))
+  }
+  function markStackStale(name) {
+    setStaleStacks(prev => new Set([...prev, name]))
+  }
+  function clearStackStale(name) {
+    setStaleStacks(prev => { const n = new Set(prev); n.delete(name); return n })
+  }
+
+  async function handleGenerateSource(name) {
+    setGenerating(g => ({ ...g, [`src:${name}`]: true }))
+    try {
+      await api.generateView(name)
+      setStaleSources(prev => { const n = new Set(prev); n.delete(name); return n })
+    } catch (e) { alert(e.message) }
+    finally { setGenerating(g => { const n = { ...g }; delete n[`src:${name}`]; return n }) }
+  }
+
+  async function handleGenerateStack(name) {
+    setGenerating(g => ({ ...g, [`stk:${name}`]: true }))
+    try {
+      await api.generateStackView(name)
+      setStaleStacks(prev => { const n = new Set(prev); n.delete(name); return n })
+    } catch (e) { alert(e.message) }
+    finally { setGenerating(g => { const n = { ...g }; delete n[`stk:${name}`]; return n }) }
   }
 
   // On mount, restore session if credentials are saved
@@ -141,17 +184,48 @@ export default function App() {
             <span className="text-sm font-semibold text-gray-800 tracking-wide uppercase">Dataflow</span>
           </div>
 
+          {(staleSources.size > 0 || staleStacks.size > 0) && (
+            <div className="bg-amber-50 border-b border-amber-200 px-4 py-1.5 text-xs text-amber-800 flex flex-wrap items-center gap-x-3 gap-y-1">
+              <span className="font-medium">View out of sync:</span>
+              {[...staleSources].map(name => (
+                <span key={name} className="flex items-center gap-1">
+                  {name}
+                  <button
+                    onClick={() => handleGenerateSource(name)}
+                    disabled={generating[`src:${name}`]}
+                    className="px-1.5 py-0.5 rounded bg-amber-200 hover:bg-amber-300 disabled:opacity-50 font-medium"
+                  >
+                    {generating[`src:${name}`] ? '…' : 'Generate'}
+                  </button>
+                </span>
+              ))}
+              {staleSources.size > 0 && staleStacks.size > 0 && <span className="text-amber-400">|</span>}
+              {[...staleStacks].map(name => (
+                <span key={name} className="flex items-center gap-1">
+                  stack: {name}
+                  <button
+                    onClick={() => handleGenerateStack(name)}
+                    disabled={generating[`stk:${name}`]}
+                    className="px-1.5 py-0.5 rounded bg-amber-200 hover:bg-amber-300 disabled:opacity-50 font-medium"
+                  >
+                    {generating[`stk:${name}`] ? '…' : 'Generate'}
+                  </button>
+                </span>
+              ))}
+            </div>
+          )}
+
           <div className="flex-1 overflow-auto">
             <Routes>
               <Route path="/" element={<Navigate to="/sources" replace />} />
               <Route path="/sources" element={<Sources source={source} sources={sources} setSources={setSources} setSource={setSource} />} />
               <Route path="/import" element={<Import source={source} />} />
-              <Route path="/rules" element={<Rules source={source} />} />
+              <Route path="/rules" element={<Rules source={source} onStale={markSourceStale} />} />
-              <Route path="/mappings" element={<Mappings source={source} />} />
+              <Route path="/mappings" element={<Mappings source={source} onStale={markSourceStale} />} />
               <Route path="/remap" element={<Remap />} />
               <Route path="/records" element={<Records source={source} />} />
               <Route path="/pivot" element={<Pivot source={source} />} />
-              <Route path="/stacks" element={<Stacks sources={sources} />} />
+              <Route path="/stacks" element={<Stacks sources={sources} onStackStale={markStackStale} onStackViewGenerated={clearStackStale} />} />
               <Route path="/log" element={<Log />} />
             </Routes>
           </div>

ui/src/api.js

@@ -125,6 +125,9 @@ export const api = {
   getStackBalance: (name) => request('GET', `/stacks/${name}/balance`),
   calibrateBalance: (name, source, body) => request('POST', `/stacks/${name}/calibrate`, { ...body, source_name: source || null }),
 
+  // Status
+  getStatus: () => request('GET', '/status'),
+
   // Records
   getRecords: (source, limit = 100, offset = 0) =>
     request('GET', `/records/source/${source}?limit=${limit}&offset=${offset}`),

ui/src/pages/Mappings.jsx

@@ -104,7 +104,7 @@ function SortHeader({ col, label, sortBy, onSort, className = '' }) {
   )
 }
 
-export default function Mappings({ source }) {
+export default function Mappings({ source, onStale }) {
   const [rules, setRules] = useState([])
   const [selectedRule, setSelectedRule] = useState('')
   const [allValues, setAllValues] = useState([])
@@ -263,6 +263,7 @@ export default function Mappings({ source }) {
           valueKey(x.extracted_value) === k ? { ...x, is_mapped: true, mapping_id: created.id, output } : x
         ))
       }
+      onStale?.(source)
       setDrafts(d => { const n = { ...d }; delete n[k]; return n })
     } catch (err) {
       alert(err.message)
@@ -309,6 +310,7 @@ export default function Mappings({ source }) {
         setSaving(s => ({ ...s, [k]: false }))
       }
     }))
+    onStale?.(source)
     setSelected(new Set())
     setBulkDraft({})
   }
@@ -317,6 +319,7 @@ export default function Mappings({ source }) {
     if (!row.mapping_id) return
     try {
       await api.deleteMapping(row.mapping_id)
+      onStale?.(source)
       setAllValues(av => av.map(x =>
         valueKey(x.extracted_value) === valueKey(row.extracted_value)
           ? { ...x, is_mapped: false, mapping_id: null, output: null }

ui/src/pages/Pivot.jsx

@@ -92,7 +92,22 @@ export default function Pivot({ source }) {
   const [clickDetail, setClickDetail] = useState(null)
   const [decimals, setDecimals] = useState(2)
 
-  // Named layouts
+  // View selector: source or a stack
+  const [stacks, setStacks] = useState([])
+  const [selectedView, setSelectedView] = useState(source)   // name of active dfv view
+  const [viewType, setViewType] = useState('source')         // 'source' | 'stack'
+
+  useEffect(() => { api.getStacks().then(setStacks).catch(() => {}) }, [])
+
+  // When sidebar source changes, reset to that source
+  useEffect(() => {
+    if (viewType === 'source') setSelectedView(source)
+  }, [source])
+
+  function selectSource() { setViewType('source'); setSelectedView(source) }
+  function selectStack(name) { setViewType('stack'); setSelectedView(name) }
+
+  // Named layouts — stacks use localStorage only (no server FK to sources)
   const [layouts, setLayouts] = useState([])
   const [activeLayoutId, setActiveLayoutId] = useState(null)
   const [saveAsName, setSaveAsName] = useState('')
@@ -105,15 +120,21 @@ export default function Pivot({ source }) {
   }
 
   const loadLayouts = useCallback(async () => {
-    if (!source) return
+    if (!selectedView) return
     try {
-      const rows = await api.getPivotLayouts(source)
+      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) : [])
+      }
     } catch {}
-  }, [source])
+  }, [selectedView, viewType])
 
   useEffect(() => {
-    if (!source) return
+    if (!selectedView) return
     let cancelled = false
     setInspectedRows(null)
     setClickDetail(null)
@@ -129,7 +150,7 @@ export default function Pivot({ source }) {
       try {
         const [perspective, rows] = await Promise.all([
           loadPerspective(),
-          fetchAllRows(source),
+          fetchAllRows(selectedView),
         ])
         if (cancelled) return
         if (!rows.length) { setStatus('noview'); return }
@@ -142,7 +163,7 @@ export default function Pivot({ source }) {
         if (cancelled) { worker.terminate(); return }
         workerRef.current = worker
 
-        const table = await worker.table(rows, { name: source })
+        const table = await worker.table(rows, { name: selectedView })
         if (cancelled) return
         tableRef.current = table
 
@@ -185,14 +206,14 @@ export default function Pivot({ source }) {
         await viewer.load(worker)
 
         const plugin = await viewer.getPlugin()
-        const savedLayout = localStorage.getItem(LAYOUT_KEY(source))
+        const savedLayout = localStorage.getItem(LAYOUT_KEY(selectedView))
         if (savedLayout) {
           const parsed = JSON.parse(savedLayout)
           await viewer.restore(parsed)
           await plugin.restore(parsed.plugin_config || DEFAULT_PLUGIN_CONFIG)
           if (parsed.expand_depth != null) await applyExpandDepth(viewer, parsed.expand_depth)
         } else {
-          await viewer.restore({ table: source, settings: false, plugin_config: DEFAULT_PLUGIN_CONFIG })
+          await viewer.restore({ table: selectedView, settings: false, plugin_config: DEFAULT_PLUGIN_CONFIG })
           await plugin.restore(DEFAULT_PLUGIN_CONFIG)
         }
         await viewer.flush()
@@ -205,7 +226,7 @@ export default function Pivot({ source }) {
 
     init()
     return () => { cancelled = true }
-  }, [source])
+  }, [selectedView])
 
   async function applyExpandDepth(viewer, depth) {
     if (depth == null) return
@@ -226,8 +247,7 @@ export default function Pivot({ source }) {
     }
     await applyExpandDepth(viewer, layout.config.expand_depth ?? null)
     setActiveLayoutId(layout.id)
-    // also persist to localStorage so it survives refresh
+    localStorage.setItem(LAYOUT_KEY(selectedView), JSON.stringify(layout.config))
-    localStorage.setItem(LAYOUT_KEY(source), JSON.stringify(layout.config))
   }
 
   async function captureConfig() {
@@ -244,10 +264,15 @@ export default function Pivot({ source }) {
     const config = await captureConfig()
     if (!config) return
     try {
-      const saved = await api.savePivotLayout(source, layout.layout_name, config)
+      if (viewType === 'source') {
-      localStorage.setItem(LAYOUT_KEY(source), JSON.stringify(config))
+        const saved = await api.savePivotLayout(selectedView, layout.layout_name, config)
-      await loadLayouts()
         setActiveLayoutId(saved.id)
+      } else {
+        const updated = layouts.map(l => l.id === activeLayoutId ? { ...l, config } : l)
+        localStorage.setItem(`psp_layouts_stack_${selectedView}`, JSON.stringify(updated))
+      }
+      localStorage.setItem(LAYOUT_KEY(selectedView), JSON.stringify(config))
+      await loadLayouts()
       flashMsg('Saved!')
     } catch (err) {
       flashMsg(err.message)
@@ -260,10 +285,18 @@ export default function Pivot({ source }) {
     const config = await captureConfig()
     if (!config) return
     try {
-      const saved = await api.savePivotLayout(source, name, config)
+      let newId
-      localStorage.setItem(LAYOUT_KEY(source), JSON.stringify(config))
+      if (viewType === 'source') {
+        const saved = await api.savePivotLayout(selectedView, name, config)
+        newId = saved.id
+      } else {
+        newId = Date.now()
+        const updated = [...layouts, { id: newId, layout_name: name, config }]
+        localStorage.setItem(`psp_layouts_stack_${selectedView}`, JSON.stringify(updated))
+      }
+      localStorage.setItem(LAYOUT_KEY(selectedView), JSON.stringify(config))
       await loadLayouts()
-      setActiveLayoutId(saved.id)
+      setActiveLayoutId(newId)
       setShowSaveAs(false)
       setSaveAsName('')
       flashMsg('Saved!')
@@ -275,7 +308,12 @@ export default function Pivot({ source }) {
   async function handleDelete(layout, e) {
     e.stopPropagation()
     try {
-      await api.deletePivotLayout(source, layout.id)
+      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))
+      }
       if (activeLayoutId === layout.id) setActiveLayoutId(null)
       await loadLayouts()
       flashMsg('Deleted')
@@ -287,9 +325,9 @@ export default function Pivot({ source }) {
   function handleResetToDefault() {
     const viewer = viewerRef.current
     if (!viewer) return
-    localStorage.removeItem(LAYOUT_KEY(source))
+    localStorage.removeItem(LAYOUT_KEY(selectedView))
     setActiveLayoutId(null)
-    viewer.restore({ table: source, settings: true, plugin_config: DEFAULT_PLUGIN_CONFIG })
+    viewer.restore({ table: selectedView, settings: true, plugin_config: DEFAULT_PLUGIN_CONFIG })
   }
 
   if (!source) return <div className="p-6 text-sm text-gray-400">Select a source first.</div>
@@ -316,6 +354,21 @@ export default function Pivot({ source }) {
 
       {/* Layout toolbar */}
       <div className="flex items-center gap-2 px-3 py-1.5 bg-white border-b border-gray-200 flex-shrink-0">
+
+        {/* View selector */}
+        <div className="flex items-center gap-1 mr-2 border-r border-gray-200 pr-3">
+          <button
+            onClick={selectSource}
+            className={`text-xs rounded px-2 py-0.5 border transition-colors ${viewType === 'source' ? 'bg-blue-50 border-blue-300 text-blue-700' : 'bg-white border-gray-200 text-gray-500 hover:border-gray-400'}`}
+          >{source}</button>
+          {stacks.map(s => (
+            <button key={s.name}
+              onClick={() => selectStack(s.name)}
+              className={`text-xs rounded px-2 py-0.5 border transition-colors ${viewType === 'stack' && selectedView === s.name ? 'bg-purple-50 border-purple-300 text-purple-700' : 'bg-white border-gray-200 text-gray-500 hover:border-gray-400'}`}
+            >{s.name}</button>
+          ))}
+        </div>
+
         <span className="text-xs text-gray-400 uppercase tracking-wide mr-1">Layouts</span>
 
         {layouts.map(l => (

ui/src/pages/Rules.jsx

@@ -213,7 +213,7 @@ function FormPanel({ form, setForm, editing, error, loading, fields, source, onS
   )
 }
 
-export default function Rules({ source }) {
+export default function Rules({ source, onStale }) {
   const [rules, setRules] = useState([])
   const [creating, setCreating] = useState(false)
   const [editing, setEditing] = useState(null)
@@ -266,6 +266,7 @@ export default function Rules({ source }) {
       } else {
         await api.createRule({ ...form, source_name: source })
       }
+      onStale?.(source)
       const updated = await api.getRules(source)
       setRules(updated)
       setCreating(false)
@@ -282,6 +283,7 @@ export default function Rules({ source }) {
     if (!confirm('Delete this rule and all its mappings?')) return
     try {
       await api.deleteRule(id)
+      onStale?.(source)
       setRules(r => r.filter(x => x.id !== id))
       setTestResults(t => { const n = { ...t }; delete n[id]; return n })
     } catch (err) {
@@ -301,6 +303,7 @@ export default function Rules({ source }) {
   async function handleToggle(rule) {
     try {
       await api.updateRule(rule.id, { enabled: !rule.enabled })
+      onStale?.(source)
       setRules(r => r.map(x => x.id === rule.id ? { ...x, enabled: !x.enabled } : x))
     } catch (err) {
       alert(err.message)

ui/src/pages/Stacks.jsx

@@ -79,7 +79,7 @@ function CalibrateModal({ stack, sourceName, onClose, onApply }) {
 
 // ── Stack panel ────────────────────────────────────────────────────────────────
 
-function StackPanel({ stack, sources, onUpdated }) {
+function StackPanel({ stack, sources, onUpdated, onStale, onViewGenerated }) {
   const members = stack.sources || []
 
   const [label, setLabel] = useState(stack.label || '')
@@ -226,6 +226,7 @@ function StackPanel({ stack, sources, onUpdated }) {
         date_field:   dateCanonical   || null,
       })
       setMappingsDirty(false)
+      onStale?.(stack.name)
       onUpdated()
     } catch (e) { setError(e.message) }
     finally { setSaving(false) }
@@ -242,6 +243,7 @@ function StackPanel({ stack, sources, onUpdated }) {
       setSrcFields(prev => ({ ...prev, [addingSrc]: f.map(x => x.key) }))
     } catch (e) {}
     setAddingSrc('')
+    onStale?.(stack.name)
     onUpdated()
   }
 
@@ -276,6 +278,7 @@ function StackPanel({ stack, sources, onUpdated }) {
   async function removeSource(src) {
     await api.removeStackSource(stack.name, src)
     setSrcCfg(prev => { const n = { ...prev }; delete n[src]; return n })
+    onStale?.(stack.name)
     onUpdated()
   }
 
@@ -303,6 +306,7 @@ function StackPanel({ stack, sources, onUpdated }) {
     })
     setSrcCfg(prev => ({ ...prev, [srcName]: { ...prev[srcName], offset } }))
     setCalibratingSource(null)
+    onStale?.(stack.name)
     onUpdated()
   }
 
@@ -312,7 +316,7 @@ function StackPanel({ stack, sources, onUpdated }) {
     try {
       const r = await api.generateStackView(stack.name)
       setViewResult(r)
-      if (r.success) fetchBalance()
+      if (r.success) { fetchBalance(); onViewGenerated?.(stack.name) }
     } catch (e) { setError(e.message) }
   }
 
@@ -570,7 +574,7 @@ function StackPanel({ stack, sources, onUpdated }) {
 
 // ── Main page ──────────────────────────────────────────────────────────────────
 
-export default function Stacks({ sources }) {
+export default function Stacks({ sources, onStackStale, onStackViewGenerated }) {
   const [stacks, setStacks] = useState([])
   const [selected, setSelected] = useState(null)
   const [stackDetail, setStackDetail] = useState(null)
@@ -651,6 +655,8 @@ export default function Stacks({ sources }) {
             stack={stackDetail}
             sources={sources}
             onUpdated={() => { load(); loadDetail(stackDetail.name) }}
+            onStale={onStackStale}
+            onViewGenerated={onStackViewGenerated}
           />
         </>
       ) : (