Below md: the sidebar is replaced by a fixed bottom bar carrying the same
destinations plus the theme toggle. NAV moved to navItems.jsx so the two
can't drift apart.
Perspective is now lazy-loaded. It was ~90% of the bundle and only Pivot
uses it, so the initial download drops from 4.9 MB gzipped to 173 kB and
the rest arrives only when a pivot is opened. Desktop benefits as much as
phones do.
Bridge's balance table becomes stacked cards under sm: with the same
subtotals, source tabs scroll rather than wrap, and page gutters tighten
on small screens.
Rules, Mappings, and Records are deliberately untouched — they are wide
data tables and belong on a desktop.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu
Dark mode was 58 `.dark .bg-white`-style rules patching over components
that hardcoded light shades, so every new component silently owed the
stylesheet another override — a debt this session kept adding to.
Components now name the role of a colour rather than the shade:
bg-surface, text-ink, text-muted, border-line, text-danger. Those map
through @theme to CSS variables, and light and dark are two sets of
values for the same variables. The override block is gone entirely.
Solid button fills stay literal; they read correctly on both themes and
never had overrides.
Verified in the browser in both themes, Perspective included.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu
Selecting a source from a bar at the top meant every page was implicitly
scoped to a hidden bit of state. The source is now a route parameter:
/sources lists them, /sources/:name owns the source, and Import, Rules,
Mappings, Records, and Pivot are tabs beneath it. Sources.jsx split into
SourceList and SourceDetail, with Section and SampleTable extracted so
the create dialog and the detail page share them.
The detail page is grouped into titled panels — Connection, Fields and
view, Sample rows, Maintenance, Delete — rather than one flat form.
Two new top-level pages, following how Monarch separates these:
- Import, because importing is frequent and configuring a source is not.
Every source in one list, with a sync button for bank feeds.
- Bridge, because one SimpleFIN credential covers every account, so
connection state belongs in one place rather than per source. Loads
only when asked, since it queries SimpleFIN, and totals the balances.
The dark mode toggle lived in the status bar and moved to the sidebar.
The out-of-sync and reprocess banners are unchanged.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu
- 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>
- 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>
- 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>
- 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>
- Add import_id column to records (links each record to its import batch)
- import_records() now stores readable dedup field values (not hashes) in
info.inserted_keys / info.excluded_keys, and stamps import_id on insert
- delete_import() simplified to delete log row; ON DELETE CASCADE removes records
- Add get_import_log() and get_all_import_logs() DB functions
- Add DELETE /api/sources/:name/import-log/:id endpoint
- Add GET /api/sources/import-log global log endpoint
- Import route now auto-applies transformations to new records after import
- Import page: show ID column, expandable key detail, checkbox delete
- New Log page: global view of all imports across sources
- Update README API reference and workflow
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Credentials are saved to sessionStorage on login and restored on mount,
so a page refresh re-authenticates silently. Closing the tab clears them.
Logout explicitly removes them.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Username and 'Sign out' link now sit on their own row under the
Dataflow title, so they always have room to display regardless of
title width.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
On mobile: hamburger button in top bar opens sidebar as a slide-over
with a backdrop overlay. Nav links and source selector close it on tap.
On desktop: sidebar is static as before.
Logout button now sits alongside the close button in the sidebar header
with a gap so both are always visible.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Express auth middleware checks Authorization: Basic header on all /api
routes using bcrypt against LOGIN_USER/LOGIN_PASSWORD_HASH in .env
- React login screen shown before app loads, stores credentials in memory,
sends them with every API request, clears and returns to login on 401
- Logout button in sidebar header
- manage.py option 9: set login credentials (bcrypt via node, writes to .env)
- manage.py status shows whether login credentials are configured
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Support multi-capture-group regex: mappings.input_value changed to JSONB,
regexp_match() result stored as scalar or array JSONB in transformed column
- Computed expression fields in generated views: {fieldname} refs substituted
with (transformed->>'fieldname')::numeric for arithmetic in view columns
- Fix generate_source_view to DROP VIEW before CREATE (avoids column drop error)
- Collapsible rule cards that open directly to inline edit form
- Debounced live regex preview (extract + replace) with popout modal for 50 rows
- Records page now shows dfv.<source> view output instead of raw records
- Unified field table in Sources: single table with In view, Seq, expression columns
- Fix "Rule already exists" error when editing by passing rule.id directly to submit
- Fix Sources page clearing on F5 by watching sourceObj?.name in useEffect dep
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
