Commit Graph

9 Commits

Author SHA1 Message Date
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
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
c9b830b286 Add per-record overrides that survive reprocess
Schema:
- records.overrides JSONB column (ALTER TABLE, already applied)
- apply_transformations merges overrides on top: data || rules || overrides
- generate_source_view always includes id and _overridden columns
- set_record_overrides(id, overrides): stores and immediately merges into transformed
- clear_record_overrides(id): clears overrides then reprocesses record

API:
- PUT  /records/:id/overrides — set overrides
- DELETE /records/:id/overrides — clear and reprocess

UI (Records page):
- Rows are clickable; overridden rows highlighted amber
- Side panel shows all transformed fields as editable inputs
- Overridden fields highlighted amber with pencil indicator
- Save stores overrides; Clear removes them and restores computed values
- id and _overridden hidden from table display

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 21:02:54 -04:00
dc32060c42 Add global Remap page for bulk output value replacement
- 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>
2026-04-15 20:22:52 -04:00
3723778cbb Pivot: named layouts saved in DB per source
- 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>
2026-04-15 07:31:46 -04:00
ebd88a2df8 Source setup UX, Pivot page, and import/view fixes
- 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>
2026-04-14 21:31:44 -04:00
d495ef2fc5 Records filters, global picklist, autocomplete, and rule reprocess
- Records tab: regex filter bar (postgres ~*), add/remove filters, debounced,
  ANDed together; get_view_data gains p_filters JSONB param
- Global picklist: sources.global_picklist flag (default true) controls whether
  a source's mapped output values feed the cross-source autocomplete suggestion pool;
  toggle on Sources page; get_global_output_values() SQL function
- Mappings: replace native datalist with custom AutocompleteInput component —
  Alt+Down opens, Tab cycles, Enter selects, arrow keys navigate, Escape closes
- Rules: auto-reprocess source records when a rule is created or updated
- preview_rule: fix BIGINT/INT return type mismatch
- Stale get_import_log removed from sources.sql
- TSV export: fetch with auth headers instead of plain <a href> (fixes 401)
- + column button: more visible styling

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 16:28:26 -04:00
d63d70cd52 Import log, constraint key overhaul, and dedup improvements
- Rename dedup_key/dedup_fields → constraint_key/constraint_fields everywhere
  (schema, functions, routes, UI, migration script, docs)
- Change constraint_key from MD5 TEXT hash to readable JSONB object
- Drop unique constraint on (source_name, constraint_key); dedup is now
  enforced at import time via CTE, allowing intra-file duplicate rows
- Add import_id FK (ON DELETE CASCADE) so deleting a log entry removes its records
- Add info JSONB to import_log with inserted_keys and excluded_keys arrays
- Add get_import_log, get_all_import_logs, delete_import SQL functions
- Auto-apply transformations immediately after import
- Import UI: expandable key detail, checkbox selection, delete with confirm,
  import ID column, transform result display
- New Log page: global import log across all sources

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 23:44:30 -04:00
291c665ed1 Consolidate all SQL into database/queries/, switch to literal SQL in routes
- Add database/queries/{sources,rules,mappings,records}.sql — one file per
  route, all business logic in PostgreSQL functions
- Replace parameterized queries in all four route files with lit()/jsonLit()
  literal interpolation for debuggability
- Add api/lib/sql.js with lit(), jsonLit(), arr() helpers
- Fix get_view_data to use json_agg (preserves column order) with subquery
  (guarantees sort order is respected before aggregation)
- Fix jsonLit() for JSONB params so plain strings become valid JSON
- Update manage.py option 3 to deploy database/queries/ instead of functions.sql
- Add SPEC.md covering architecture, philosophy, and manage.py

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 22:36:53 -04:00