Records why the 4.5.1 viewer/client + 4.4.1 d3fc pairing is deliberate,
not a skew to "fix": the /inline and /themes entrypoints exist only in
4.5.x, while viewer-d3fc caps at 4.4.1, so this is the only combination
that keeps both inline WASM bundling and the d3fc charts. Verified by
build failure when pinning all four to 4.4.1. Points to the canonical
guide in pf_app for shared rationale.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replace pool.on('connect') query with connection-level options parameter.
Avoids calling client.query() during handshake, which pg will remove in v9.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
All APIs compatible with existing code. Added quiet:true to dotenv config
to suppress the new startup log message added in dotenv 17.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace runtime CDN imports with static ESM imports from npm packages.
Uses @perspective-dev/client and viewer inline builds (WASM embedded).
Bumps all packages to 4.5.1; d3fc stays at 4.4.1 (no 4.5.x release yet).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- transformed now stores only rule additions (not merged data+overrides)
- View dynamically computes data || transformed || overrides at query time
- New DB functions: set/clear/bulk_set_record_overrides
- Records panel now includes source-wide override keys so party/reason etc.
appear even on records that don't have them set yet
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Stack selection lifted to App.jsx: stacks fetched on login, selectedStack
state shared via StatusBar (pills) and Pivot (view switching); Stacks page
calls onStacksChange to keep list fresh
- Pivot: derive selectedView/viewType from props, remove local stack state;
toolbar replaced with dedicated layouts sub-bar (h-9, layouts only)
- Records panel: merge read-only and override sections into single field list;
known cols seeded from record's transformed fields; rule-derived fields
(transformed minus data) will be editable in follow-up refactor
- Pivot theme: setAttribute moved to after flush() so restore() can't reset it
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New Sidebar component (modelled on pf_app): collapses 200px→48px via
hamburger toggle, persists state to df_sidebar in localStorage; each
nav item has an SVG icon with label that fades out when collapsed;
user avatar + sign-out at bottom
- New StatusBar component: source picker + dark-mode toggle across the
top of the content area
- Fix Pivot theme: setAttribute('theme') moved to after flush() so
viewer.restore() can no longer reset it back to light
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Port light/dark mode from pf_app: ThemeProvider context, CSS custom
properties (Pro Dark palette), dark overrides for Tailwind classes, and
Perspective viewer theme sync in Pivot. Toggle button in sidebar header.
Improve toggle icons to Feather-style stroke SVGs.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- Click cell to open inspector pane; click same cell again to close (toggle).
Uses __ROW_PATH__ + column_names as key so it works on both sources and stacks.
Removes event listener on view change to prevent listener accumulation.
- Drag handle on left edge of inspector pane for resizing (min 240px)
- Removed redundant cell-coordinates block; breadcrumb now inline in header
- Sortable columns: click header to sort asc/desc with ▲/▼ indicator
- Totals row: sums all-numeric columns, sticky at bottom
- Derive missing split_by filters from column_names when Perspective omits
them from detail.config.filter (fixes over-broad results on split_by views)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Rules/mappings changes don't affect view SQL (views read from
transformed, shaped by config.fields) — remove those triggers.
Replace with a BEFORE UPDATE trigger on sources that only clears
view_generated_at when config actually changes.
Stack sources trigger now skips no-op upserts: the live SQL preview
calls upsertStackSource on every edit, which was unconditionally
clearing view_generated_at even when nothing changed.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- bulk_set_record_overrides() DB function merges overrides into multiple
records at once using a CTE with RETURNING for accurate count
- POST /records/bulk-overrides calls the function (consistent with rest
of API — no raw SQL in routes)
- UI: regex input on loaded rows selects rows for bulk override; labeled
"Bulk select:" / "DB query:" to distinguish from server-side filters
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add seq column to stack_sources; existing rows seeded by insertion order
- New sources auto-assigned max(seq)+1 so they always append to the end
- get_stack and generate_stack_view now order by seq instead of source_name
- Add reorder_stack_sources() function and PUT /:name/sources/reorder endpoint
- Source cards have drag handles matching the output columns grid behavior
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- lit() was calling Math.trunc() on numbers, dropping decimals from balance_offset and any other numeric SQL params
- Stacks page now saves last selected stack to localStorage and restores it on load
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Calibrate modal now auto-fetches computed sum and shows live reconciliation table (data sum, known balance, plug) without requiring a button click
- as_of_date is now optional in calibrate — omitting it sums all transactions
- SQL preview syncs current UI state to DB before fetching so preview is always accurate
- Pivot cleanLayout strips stale columns from saved layouts when switching stack views
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Two-column layout: config left, SQL panel right (equal halves)
- SQL panel shows formatted SQL (sql-formatter, 4-space indent)
- Live preview: SQL updates 400ms after any field/source/mapping change
- Run button executes edited SQL directly via new exec-sql endpoint
- generate_stack_view gains p_dry_run mode for preview without executing
- CASCADE drop detects dependent stacks, marks them stale in DB and status bar
- net_balance moved to last column in generated view
- Backfill 458 missing dcard rows and 123 missing chase rows from TPS migration bug
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
Open panel immediately on row click (panelOpen state), then load full
record async. Previously the panel condition depended on selectedRecord
or panelLoading both of which are set after async work, so if id was
missing or the API call failed the panel never appeared.
Also shows a message if id is missing (view needs regeneration).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Schema:
- records.overrides JSONB column (ALTER TABLE, already applied)
- apply_transformations merges overrides on top: data || rules || overrides
- generate_source_view always includes id and _overridden columns
- set_record_overrides(id, overrides): stores and immediately merges into transformed
- clear_record_overrides(id): clears overrides then reprocesses record
API:
- PUT /records/:id/overrides — set overrides
- DELETE /records/:id/overrides — clear and reprocess
UI (Records page):
- Rows are clickable; overridden rows highlighted amber
- Side panel shows all transformed fields as editable inputs
- Overridden fields highlighted amber with pencil indicator
- Save stores overrides; Clear removes them and restores computed values
- id and _overridden hidden from table display
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- SQL: search_mapping_outputs(search) — distinct (col, val, count) groups
get_mappings_by_output_field(col, val) — individual mappings
remap_output_field(col, from, to) — bulk UPDATE via jsonb_set
- API: GET /mappings/outputs?search=, GET /mappings/outputs/:col/:val,
POST /mappings/remap-field
- UI: Remap page — search output values, click to select, edit the
replacement value, see all affected mappings, apply globally
- Nav: Remap added between Mappings and Records
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
SPEC.md: rewrite Pivot page description to cover named layouts, depth
control, selection mode, inspector filtering, and layout persistence.
docs/perspective-pivot.md: new file documenting all discovered Perspective
v4.4.0 APIs — viewer/plugin/view methods, selection modes, set_depth
mechanism, perspective-click event shape, full state save/restore pattern,
and common pitfalls.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
formatVal now rounds numeric values using toLocaleString with
configurable decimal places (default 2, range 0-8). Adds -/+ controls
in the inspector header to adjust on the fly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Without group_by there are no coordinate filters, so the view query
would return the full dataset and hang. Early-return on click if
config.group_by is empty.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Default selection mode is now SELECT_REGION
- plugin.save()/restore() used to capture and apply edit mode
- expand_depth tracked in ref and included in layout config
- applyExpandDepth helper restores depth on layout recall and page load
- Save button overwrites active layout in place (no re-typing name)
- captureConfig() helper shared by save-over and save-as flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace debug test buttons with a minimal 'depth: 0 1 2 3' control
in the pivot toolbar right side.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After testing plugin_config.expand_depth (no effect) and view.set_depth
+ flush() (no effect), confirmed that view.set_depth(d) followed by
plugin.draw(view) correctly collapses/expands all rows to depth d.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Temporary UI for testing programmatic row expansion control via
plugin_config.expand_depth in Perspective viewer.restore().
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- pivot_layouts table (source_name, layout_name, config JSONB)
- list/save/delete SQL functions and API routes
- Pivot toolbar above viewer: layout chips, save-as inline input,
delete per layout, reset to default
- Applying a named layout also updates localStorage working state
- Layouts reload on source change
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Always display all non-null metric columns from the clicked row.
When a specific cell can be identified (split_by in use, cell mode),
highlight that row in blue/bold. Fixes row mode showing only one value.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace __ROW_PATH__ zip approach with direct application of
perspective-click event filters against raw rows. Fields not
present in the raw data (Perspective computed columns like Month,
YearDate) are skipped. Also removes debug console.log calls.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Show row path prominently, filter to non-null metric values,
use group_by › split_by as section header.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
