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a89bd36f40
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6 Commits

Author SHA1 Message Date
Paul Trowbridge
a89bd36f40 Stacks: calibrate modal redesign, layout column cleanup, SQL preview sync 
- 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>
 2026-04-19 15:36:34 -04:00
Paul Trowbridge
95e63679ef Stacks: live SQL preview, side-by-side layout, cascade stale detection 
- 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>
 2026-04-19 10:36:27 -04:00
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