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7c63a2ac29
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4 Commits

Author SHA1 Message Date
Paul Trowbridge
7c63a2ac29 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>
 2026-04-19 09:43:10 -04:00
Paul Trowbridge
f941c5ae4a Stacks: per-source amount/date fields, mapping grid UI, dfv view generation with source balance CTEs 
- SQL: upsert_stack_source gains amount_field/date_field params; calibrate_balance queries dfv.{source} directly (no stack view needed); generate_stack_view builds per-source CTEs with source_balance, outer net_balance; information_schema check for missing columns
- API: pass amount_field/date_field through upsert route; calibrate accepts source_name
- UI: mapping grid table (rows=fields, cols=sources); per-source amount/date/sign in Sources section; auto-populate output columns on first source config; horizontal stack chips above full-width config panel; calibration auto-saves before opening, editable offset input

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-18 21:17:12 -04:00
Paul Trowbridge
f63a0ec0e5 Stacks UI: reorder flow, balance dropdowns, current balance display, calibration editable offset 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-18 16:20:49 -04:00
Paul Trowbridge
ef6c6bbbb8 Add Stacks feature: multi-source union with running balance and calibration 
- database/queries/stacks.sql: tables, functions for create/update/delete/calibrate/generate view
- api/routes/stacks.js: REST endpoints for stacks and stack sources
- api/server.js: register stacks router
- ui/src/api.js: stacks API methods
- ui/src/App.jsx: Stacks page route and nav entry
- ui/src/pages/Stacks.jsx: full UI for stack management, source mapping, calibration

Note: SQL deployment pending fix for balance_offset column and calibrate_balance signature

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-18 15:48:42 -04:00