The panel said what it was doing only on the button that did it. The
operation tabs sat unlabelled in the middle column, the slice list held
a third of the dock to repeat cells you had just clicked, and the
ledger -- the thing being read and edited -- got whatever width was
left over.
- One strip across the top: operation, apply mode, slice summary, Post
- The slice list is a peek; the summary keeps the two facts not visible
elsewhere, the count and the pivot filter scoping the write
- The body is two grid tracks, ledger first, label second. Both used to
carry flex-1, so the ledger's table overflowed its shrunken box and
painted over the label column on a narrow window; the tables scroll
inside their own zone now
- "Apply Scale" is "Post". It renamed itself whenever the operation
changed, so the primary action never looked the same twice
- Target on: "Forecast" / "Total" rather than "Adjustable" / "Selected
total" -- what a rep is choosing is whether the number is the forecast
alone or the whole year including what has shipped
- The minor actions (clear, peek, unpin, request, collapse) were bare
buttons in the surrounding grey; they share one text-button style now,
and the segmented groups have rules between their segments
Also drops the bridge's "Whole version" scope.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
buildSteps keyed every untagged log entry by its own pf_logid, so a
version with two dozen routine untagged scale/recode passes drew two
dozen separate bars -- one per operation, none of them named. The
ledger in OperationPanel.jsx already collapses these into a single
"N untagged adjustments" line; Bridge now does the same, and groups
tagged entries case-insensitively too, carrying the most-used spelling
as the label, matching the ledger's own grouping exactly.
The old per-row "untagged"/"×N" captions are dropped where they'd now
just repeat what the collapsed label already says.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Two corrections to the previous commit, both found from a real example:
a slice with pending_rep + pf_bucket, and a pivot scoped to sseas_e <= 2027.
The ledger and Bridge's ending point disagreed by a constant 1,495,062
across every step -- exactly the rows sseas_e <= 2027 excludes. Bridge's
"Selection" scope built filters from the slice alone and never picked up
the pivot's own view-level filter (what CLAUDE.md calls scope), the same
gap totalsFor in Forecast.jsx was written to close for the ledger. It's
now read off viewerRef.current.save() and applied alongside every
per-slice view.
Including pf_bucket in the per-slice filter (previous commit) was wrong
for Bridge specifically, unlike for the ledger: it fetched only the one
bucket the slice landed on, so "Compare to" had no other bucket's rows
left to compare against and always collapsed to one option. Which
bucket the walk starts and ends on is buildSteps's job, from
forecastBucket -- not something to pre-filter out of the fetch.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
BridgeView mounts once, up front, before anything has ever been
selected on the pivot -- so its scope defaulted to "Pivot's filters"
(effectively the whole version) regardless of a selection made
afterward. Scope now tracks the live selection until the user picks a
scope button themselves.
Even when scope was "Selection", the filter it built dropped
pf_segment/pf_bucket-keyed slice entries entirely and matched a blank
dimension value with `== null`, which this engine treats as a dropped
predicate rather than IS NULL -- both widen the bridged rows past what
was actually selected, the same failure mode the ledger's totalsFor in
Forecast.jsx was hardened against. Bridge's selection filter now
mirrors that logic.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
SVG text does not wrap, so labels were cut at twelve characters -- which with
the sort prefixes now on every bucket meant "04 - Forecas…" and told you
nothing the position of the bar had not already.
Word wrapping to the bar's width, three lines at most, with the ×n and
untagged markers moved below however many lines the label took and the plot's
bottom padding raised to make room.
Character width is estimated rather than measured: measuring means a DOM
round trip per label on every render, and at this size a digit is about
0.55em, which is close enough for a centred label with a bar's width to play
with. A word longer than the line overflows rather than breaking, since half
a word helps nobody.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
"Loads" is our word for a segment import. It means nothing to a salesperson
reading a waterfall, and the step is simply where the forecast began relative
to the comparison.
It also carried a stray "· untagged". That suffix marks an adjustment nobody
grouped into an initiative, and this is not an adjustment at all.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
It was the literal 'Forecast'. The moment the buckets were renamed to carry
their sort prefix -- '04 - Forecast' -- nothing matched: every row counted as
a comparison rather than a step, so the walk had no middle, the loads came to
nothing, and the bridge showed the basis cancelling itself exactly to zero
with a Forecast anchor of 0.00 over 0 rows.
The version's adjustment_bucket is the right source, being the same value an
unbucketed adjustment is labelled with, so the bridge and the pivot agree by
construction rather than by both hardcoding the same string.
If that value names no bucket in the data -- renamed since, or never
configured -- it falls back to whichever bucket actually holds the
adjustments. A bridge that is merely mislabelled beats one that is silently
empty.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The walk read from tag and note, and hardcoded the word "Baseline" for the
baseline load -- so a segment called 03 - New Orders in the pivot, in the
bridge and on the Baseline page read as "Baseline" in the one place you go
to check a number before changing it. label comes first now, the same
precedence pf_segment uses, in the ledger and the bridge alike. logMeta did
not carry label at all, which is why neither could reach it.
The immovable rows split one line per segment. Combined, "01 - YTD Sales ·
02 - Open Orders" said 1.6m was untouchable without saying how much of it was
billed and how much was booked -- different things a forecaster treats
differently. The FINAL badge also gains the space it was missing, having
rendered as "02 - Open Ordersfinal".
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
With the prefix stored in pf.log.label there is nothing left to compute, so
all of it goes: ORDER_EXPR_NAMES, buildOrderExpression and its ExprTK
printable-ASCII-per-byte guard, SYNTHETIC_SEGMENTS and its 98/99 ordinals,
syncOrderExpressions with its two self-issued fetches, the dbgOrder tracing,
and the three places it had to be re-applied because restore() replaces
`expressions` wholesale.
What remains is a list of the names it used to manage, stripped by
cleanLayout so a layout saved under the old scheme does not keep ordering by
a rule nothing updates. The strip goes before the axis filter: dropping them
from `expressions` is what makes the existing ok() reject them on every axis,
which restore() requires -- an expression the pivot is using cannot vanish
from underneath it.
Net 250 lines out. The Baseline page's reorder buttons no longer feed
anything and go next.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The bridge builds its own view from the pivot's filters, and those filters
can name pf_bucket_ord or pf_segment_ord — columns that exist only as
expressions. A view created without them cannot resolve the column, so the
bridge failed outright as soon as anyone filtered on an ordering column.
The per-slice path is left alone: its filters are built from col_meta names,
so they only ever reference real columns. Said so in place, since the
asymmetry otherwise reads as an oversight.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The bridge filtered on exclude_iters, so it dropped every reference row --
including Open Orders, which is loaded as reference precisely so nothing
adjusts it and is still part of the forecast. Membership is pf_bucket now,
which is the axis that answers this question; pf_iter answers a different
one.
What you compare against depends on what you are building: an AOP is built
off a prior period, a forecast off an update to the AOP. So the basis is
chosen rather than assumed, and the walk stays exact either way because
Forecast - Basis = (Forecast loads - Basis) + adjustments
The opening step is that first term, every tagged adjustment explains the
rest, and the bars sum to the endpoint by construction. No residual to
explain away -- which is what a bridge from prior year to forecast would
otherwise be, since the adjustments describe movement from the forecast's
own loads and not from last year.
With no basis it is the composition instead: the forecast's loads as the
opening anchor, then the adjustments. The picker only appears once something
carries a bucket, so a version that has not been labelled behaves as before.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Forecast operations could only act on one clicked row at a time, and the
panel that drove them separated the numbers you were reading from the
inputs that changed them. This reworks both, and adds initiative tags so
a version's history can be read as a bridge.
Operations
- Accept `slices` (array) alongside the legacy single `slice`, with
apply_mode 'prorate' (one pool) or 'each' (independent per slice).
- buildWhereAny() ORs the slices into one predicate. A union of slices
cannot be flattened into per-column IN lists without over-selecting,
and the result is parenthesised so the appended exclude clause does not
bind wrong.
- resolveIncrs() now resolves each measure independently: target, percent
or change amount per measure, so a target on value and a percent on
units can be submitted together. Replaces the single global `mode`.
- target_basis chooses what a target measures against: only the rows an
operation can write, or everything the pivot shows for the slice.
Excluded iters are visible in the grid but immovable, so a target set
against the visible total previously overshot by their contribution.
Two latent bugs surfaced by the above, both pre-existing:
- A slice naming no filterable column reduced to TRUE and applied the
operation to the entire version. Now rejected on all three operations.
- Prorating across a pool that nets to ~zero multiplies each row's share
by an exploding factor, sending rows to extreme opposite values to hit
the target. Refused when the net falls below 1% of gross.
Tags and the bridge
- pf.log gains a nullable `tag`, written by a follow-up UPDATE rather
than through the generated SQL: those templates are stored per source
in pf.sql, so a {{tag}} token would strand any source that had not
re-run "Generate SQL".
- Tag is editable after the fact in the change log, with completion from
tags already used on the source. PATCH branches on whether a field was
sent, so a tag can be cleared as well as set.
- BridgeView renders the walk from baseline to current as a waterfall,
one step per tag, scoped to the selection, the pivot's filters, or the
whole version. Computed from the loaded Perspective table so the
figures always reconcile with what is on screen; overlapping slices are
deduped by pf_id to match the OR semantics operations use.
- Colour is a polarity job, so it uses the validated diverging pair
(blue/red, CVD dE 21.6) with neutral anchors, not categorical hues.
Every bar is directly labelled and a table view is available.
Panel
- Extracted to OperationPanel; the scale form is one continuous ledger:
baseline, each adjustment, current, then New value / Change / % change
as three interchangeable editable rows. Typing in any one derives the
others, which removes the target/delta/percent mode toggle entirely.
- Dockable bottom, right, or floating (drag to move, grip to resize), and
closable via header, Esc, or the toolbar. Placement persists.
- Controls no longer stretch to the dock width, and text contrast now
clears WCAG AA against white throughout.
Also: the status bar names the physical table writes land in, with live
row counts; and the pivot's expand depth is re-applied when the tab
regains focus, since Perspective rebuilds its view on redraw and a
ROLLUP view with no depth set renders fully expanded.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1TQiBYZbbWWkMNoCtUd8M
