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>
- 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>
- 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>
