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>
- 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>
- 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>
- 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>
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>
- Fix stale import_records in sources.sql that referenced deleted generate_constraint_key
- Auto-transform after import, auto-generate view after create
- New source form matches existing source layout (In view, Seq, type dropdown)
- Sample data table (50 rows) shown below field config in both new and existing source views
- Import sample CSV on create (checked by default)
- Sortable column headers on field table
- Choose CSV styled as a button showing filename
- + button in sidebar opens new source form
- Records tab shows error message when view cast fails instead of blank
- Pivot page with Perspective viewer, per-source saved layouts
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
