The link was copied from the delete button's hover-reveal styling, so
the only way to a stack pivot was invisible until you hovered — and then
it appeared right beside the button that deletes the stack. Pivot is now
always shown; delete stays hover-only, separated by a divider.
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>
- 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>
